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Warehouse Inbound Operations

Agenda
• Mobile or Stationary Access <Insert Picture Here>

• Receiving
• Putaway
• Quality Review
Inbound Operation Support
Mobile or Stationary Access to WMS

RF, etc. communications network

WMS/EBS
Applications

RF Device

Microcomputer
Graphical Mobile User Interface
Improved look and feel, equivalent performance
Direct Access
Direct Access
Direct Access
Mobile Access
• Logins
– WMS / W1 / Discrete
 BEdge
 CTilton
 WParker
 RSeconi
 KSmith
 Ihilovsky
 MWAADMIN1
– WMS / PR4 / Process
 Mwest
– MSCA / M1 / Discrete
 MMfg1
 MMfg2
• Password
– Welcome
Mobile Transaction Server
Scalable forms server for mobile RF devices
• Standards based
• WiFi 802.11, Telnet over TCP/IP
• Device independent
• Support for all major providers -
Symbol, Intermec, LXE, Teklogix, etc.
• Scalable
• Multiple, parallel session servers
• Supportable
• Telnet mirroring lets remote
support see or “take over” a
session
• Supports newer graphical
(GUI) as well as older
character devices
Mobile Personalization
Select the page to
personalize
Mobile Personalization

Fields can be selected by clicking


on Edit
Mobile Personalization

Modify Field Prompt

Indicates this field is now a


Required input
<Insert Picture Here>

Receiving
Overview of Inbound Logistics

Label Printing
Receiving Flows
Standard Routing Flow
Inspection Routing Receipt

Putaway
Accepted
Putaway Rules
Restrictions and Sort Criteria
for Putaway Rules
Receiving
Description

• Arrival of items at a facility


• May or may not result in formal acceptance
• Some may be returned (unordered, damaged)
• Generally includes preparation for putaway
• Sortation of different items or categories of item
• Packaging for transport (“Palletization”)
• May include immediate quality review
• Simple: verification of item, count, &/or color
• Complex: Laboratory tests (e.g., shear strength, potency)
• May or may not involve citing floor location in Rcvg.
• May or may not involve simultaneous putaway
• e.g., small/expensive items received directly to pick slot
Receiving
Support – Access

• Access to Purchase Order (P.O.)


• Provide P.O. #; system knows which supplier & site
• Access specific items, quantities, arrival dates
• Access to ASN
• Access LPN, items, quantities, attributes
• Access to Internal In-Transit Shipments
• Access to Item Master
• Access weight, cubic volume, item categories
• Access to Quality Plan
• Specify attributes to assess
• Determine whether required or optional
Receiving
Process Flow Elements

• Screen Out Unordered Items


• Access Purchase Order, Internal Order, Advanced Shipment
Notice
• Validate items received
• Supplier, Date, Item Code, Quantity
• Record Receipt
• Record item, quantity, UoM
• Identify LPN for putaway load
• Note: LPN’s are required for putaway, may be dropped
afterwards
• Screen Out Substandard Items
• Damaged or poor-quality goods
Receiving
Process Flow Elements

• Record Receiving Locator (optional)


• Helps to locate item later, if required
• Not used much of the time
• Putaway tasks are discretionary, not dispatched
• Locator may not be accessible (“gridlock”)
• Determine Quality Review Req’mts (optional)
• Determine whether quality review required
• Choose appropriate quality plan
• Validate responses to individual quality tests
Item Identification and Consolidation
Perform Complex Inventory Transactions

Multiple Packages Single Unique Number


and Products for All Information

=
Barcode Support Pallet ID and LPN* Support
• Automatically Track All • Supports Infinite Nesting Levels
Related Product Information • Perform Complex Moves via a
• Capture All Information Single Scan
with a Single Scan • Fully Integrated with ASNs

Reduces Cycle Time & Improves Efficiency,


Improves Accuracy Accuracy, and Tracking
*License Plate Number

CONFIDENTIAL: All capabilities and dates are for planning purposes only and may not be used in any contract
Process Automation
Flexibly Meet Needs without Customization

User Defined Suggestions


Transaction
(e.g. Pick) Strategies & Rules (e.g. LPNs
(e.g. > 30 Days Shelf Life) or Locators)

Support for: Directed Picking, Directed Put-away,


Tasks Assignment, Costing, Labeling

• Eliminates customizations • Improves ROI and


ongoing support
• Supports common tool
with examples • Accelerates implementation
• Easily changed and evolved • Increases long-term flexibility

CONFIDENTIAL: All capabilities and dates are for planning purposes only and may not be used in any contract
Directed Picking and Put Away
Automatically Suggest Optimal Locators

Receipt Locator
Locator

Pick Locator
Business
Logic

• Slot dynamically based • Optimize the use of


on velocity, size, etc. storage locations
• Control hazardous materials / • Minimize inventory
co-mingling fragmentation
• Handle task exceptions with • Reduce chance
reason codes of obsolescence

CONFIDENTIAL: All capabilities and dates are for planning purposes only and may not be used in any contract
WMS and Process Manufacturing
Leverage Attributes Designed for CPG, Life Sciences & Chemicals

Process Manufacturing Support in Warehouse Management


• Process inventory controls
• WMS transaction support in process organizations
• Task dispatching for ingredient picking
• Ingredient and product labeling

Process Manufacturing Support in Inventory


• Common inventory definition (shared with Discrete Mfg)
• Single source of inventory balances across products
• Improved support for process manufacturing industries
- Dual unit of measure tracking - Enhanced lot control
- Material status control - Material aging workflows

CONFIDENTIAL: All capabilities and dates are for planning purposes only and may not be used in any contract
Inbound Process Flow
Purchase Inbound
Orders/ASNs Planning
created (OPTIONAL)

Purchasing / Transportation
Transfers Planning

Putaway to
Ambient
Confirm
Putaway Rules
Container / Receive via Apply Label Putaway to putaway
Suggest locator
Truck arrives RF Device (LPN) Cold Room completion via
or staging lane
RF Device
Putaway to
Freezer

Inventory/Warehouse Management

Product
Integrated
available for
Quality
pick, pack &
Process
ship

Quality Shipping/Invoicing

CONFIDENTIAL: All capabilities and dates are for planning purposes only and may not be used in any contract
WMS Mobile Interface

CONFIDENTIAL: All capabilities and dates are for planning purposes only and may not be used in any contract
Receiving

CONFIDENTIAL: All capabilities and dates are for planning purposes only and may not be used in any contract
Directed Putaway

CONFIDENTIAL: All capabilities and dates are for planning purposes only and may not be used in any contract
D E M O N S T R A T I O N

Inbound Flow

CONFIDENTIAL: All capabilities and dates are for planning purposes only and may not be used in any contract
<Insert Picture Here>

PO Receiving

CONFIDENTIAL: All capabilities and dates are for planning purposes only and may not be used in any contract
CONFIDENTIAL: All capabilities and dates are for planning purposes only and may not be used in any contract
CONFIDENTIAL: All capabilities and dates are for planning purposes only and may not be used in any contract
CONFIDENTIAL: All capabilities and dates are for planning purposes only and may not be used in any contract
CONFIDENTIAL: All capabilities and dates are for planning purposes only and may not be used in any contract
CONFIDENTIAL: All capabilities and dates are for planning purposes only and may not be used in any contract
CONFIDENTIAL: All capabilities and dates are for planning purposes only and may not be used in any contract
CONFIDENTIAL: All capabilities and dates are for planning purposes only and may not be used in any contract
CONFIDENTIAL: All capabilities and dates are for planning purposes only and may not be used in any contract
CONFIDENTIAL: All capabilities and dates are for planning purposes only and may not be used in any contract
CONFIDENTIAL: All capabilities and dates are for planning purposes only and may not be used in any contract
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Putaway

CONFIDENTIAL: All capabilities and dates are for planning purposes only and may not be used in any contract
CONFIDENTIAL: All capabilities and dates are for planning purposes only and may not be used in any contract
CONFIDENTIAL: All capabilities and dates are for planning purposes only and may not be used in any contract
CONFIDENTIAL: All capabilities and dates are for planning purposes only and may not be used in any contract
CONFIDENTIAL: All capabilities and dates are for planning purposes only and may not be used in any contract
CONFIDENTIAL: All capabilities and dates are for planning purposes only and may not be used in any contract
CONFIDENTIAL: All capabilities and dates are for planning purposes only and may not be used in any contract
<Insert Picture Here>

ASN Receiving

CONFIDENTIAL: All capabilities and dates are for planning purposes only and may not be used in any contract
CONFIDENTIAL: All capabilities and dates are for planning purposes only and may not be used in any contract
CONFIDENTIAL: All capabilities and dates are for planning purposes only and may not be used in any contract
CONFIDENTIAL: All capabilities and dates are for planning purposes only and may not be used in any contract
CONFIDENTIAL: All capabilities and dates are for planning purposes only and may not be used in any contract
CONFIDENTIAL: All capabilities and dates are for planning purposes only and may not be used in any contract
CONFIDENTIAL: All capabilities and dates are for planning purposes only and may not be used in any contract
CONFIDENTIAL: All capabilities and dates are for planning purposes only and may not be used in any contract
CONFIDENTIAL: All capabilities and dates are for planning purposes only and may not be used in any contract
CONFIDENTIAL: All capabilities and dates are for planning purposes only and may not be used in any contract
CONFIDENTIAL: All capabilities and dates are for planning purposes only and may not be used in any contract
CONFIDENTIAL: All capabilities and dates are for planning purposes only and may not be used in any contract
CONFIDENTIAL: All capabilities and dates are for planning purposes only and may not be used in any contract
CONFIDENTIAL: All capabilities and dates are for planning purposes only and may not be used in any contract
CONFIDENTIAL: All capabilities and dates are for planning purposes only and may not be used in any contract
CONFIDENTIAL: All capabilities and dates are for planning purposes only and may not be used in any contract
CONFIDENTIAL: All capabilities and dates are for planning purposes only and may not be used in any contract
CONFIDENTIAL: All capabilities and dates are for planning purposes only and may not be used in any contract
CONFIDENTIAL: All capabilities and dates are for planning purposes only and may not be used in any contract
CONFIDENTIAL: All capabilities and dates are for planning purposes only and may not be used in any contract
CONFIDENTIAL: All capabilities and dates are for planning purposes only and may not be used in any contract
CONFIDENTIAL: All capabilities and dates are for planning purposes only and may not be used in any contract
CONFIDENTIAL: All capabilities and dates are for planning purposes only and may not be used in any contract
CONFIDENTIAL: All capabilities and dates are for planning purposes only and may not be used in any contract
CONFIDENTIAL: All capabilities and dates are for planning purposes only and may not be used in any contract
<Insert Picture Here>

Putaway

CONFIDENTIAL: All capabilities and dates are for planning purposes only and may not be used in any contract
CONFIDENTIAL: All capabilities and dates are for planning purposes only and may not be used in any contract
CONFIDENTIAL: All capabilities and dates are for planning purposes only and may not be used in any contract
CONFIDENTIAL: All capabilities and dates are for planning purposes only and may not be used in any contract
CONFIDENTIAL: All capabilities and dates are for planning purposes only and may not be used in any contract
Putaway
Overview
• Determine optimal putaway location
• Possibly to (piece-)pick locator
• May involve category- or item-based decision

• May be single- or multi-stage process


• Single-stage: Worker takes item to final destination
• Multi-stage: Worker may drop item in “P&D” (pickup & dropoff)
slot along way- such as at the end of a narrow aisle
• Narrow-aisle storage
• Automated Storage/Retrieval System (AS/RS)
• Consolidation points (to reduce overall travel time)
• “Drop” to slot
Putaway
Support
• Access to LPN
• Access specific items, quantities, lot/serial #s, expiration
dates, weights, volumes
• Access to Item Master
• Access item’s categories
• WMS Putaway Rules
• Specify factors to be considered in putaway slot selection
• Specify order of preference for possible putaway locators
• WMS Operation Plan
• Consolidate as required for putaway
• Perform special tasks as appropriate
• Record Putaway
• Record LPN/Item & quantity, locator
Putaway
Locator Decision
• Putaway Locator chosen when WMS Putaway
Rules execute
• Generally occurs when putaway is initiated
• User picks up item, scans LPN
• Also possible to perform this earlier
• Can request that system assign putaway locators based
upon receipt
• Useful in situations where Users will sort items on
Receiving dock
• -for consolidated putaway
• -for ‘hot’ items
• Note: this change will affect ALL receipts for this Org
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Putaway Rules
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Inbound Inspection
96
97
98
The “Inspect” button signals that the
material needs inspection

99
For this material there is an associated
Oracle Quality inspection plan

100
1) The plan is configured to request certain
data
2) Also, validation is done on the UPC

101
If the UPC does not valid, a
configurable message is displayed

102
Enter the correct UPC and post the
inspection result

103
Now we’ll put away the material

104
From the next menu choose “Put
Away”

105
106
107
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Crossdocking
Crossdock Planning
Description
• Material is received at receiving docks and then
immediately moved to the shipping docks for shipping
New Features
• Planned Crossdock (New in R12)
• Business rules (Crossdock Criteria) to match supply and
demand in a predictable and controlled fashion
• Pegging supplies to a demand using pick release
• Opportunistic Crossdock (Enhanced in R12)
• Enhanced to use business rules
• More intelligent material consolidation
• Additional demand types (not just backordered lines)
• More user control when match supply and demand
• Crossdock Execution (Enhanced in R12)
• Synchronization of Crossdock Operation Plans with
Outbound Consolidation Plans
• Enhanced staging lane determination logic
• Delivery merging or creation as required
Crossdocking Benefits

• Reduced labor costs


• Inventory storage and outbound picking steps are combined
• Efficient storage space utilization
• By crossdocking material just-in-time, storage requirements
inventory are reduced
• Reduction in inventory caring costs
• Increase JIT shipments and reduce the need to maintain on-hand
inventory levels

• Increased customer satisfaction


• Reduce order fulfillment cycle time and increase on-time
shipment probability
Crossdocking
Market Forces
• Support an end-to-end crossdock business flow to
address the efficiency improvement needs of
increasingly complex warehouses
• Better compete with other WMS vendors
• SAP offers crossdocking both automated and manual
fashion that is integrated with Yard Management to an extent
with little to no execution support
• Manhattan offers crossdocking that is restricted only to retail
pick tickets
Crossdock Planning
Define Crossdock Criteria
• Crossdocking Time fences –
• Crossdock Window (CW) : Wait Time
• Order Processing Time (OPT) : Load/unload/move Time
• Buffer Time (BT) : Safety margin
• Past Due Supply Cut-off (PDS) : To exclude uncertain supplies

• Crossdocking Goal - Choose supply (or demand)


sources from the pool of eligible sources
• Maximize Crossdock (FIFO)
• Minimize Wait (LIFO)
• Custom
Crossdock Planning
Define Crossdock Criteria
Crossdock Planning
Finding Eligible Supply
Planned Crossdock – Backward scheduling
• Current Time: 11:00 / Scheduled Ship time: 16:00
• OPT = 1 Hr, BT = 1 Hr, Crossdock Window = 2 Hrs
• Latest arrival for supply to be crossdocked = 16:00 – (1+1) = 14:00
• Earliest arrival time for supply to be crossdocked = 14:00 – 2 = 12:00

PDS Now Crossdock Window BT OPT


Scheduled
1030 1100 1200 1300 1400 1500 1600 1700 Shipment

1200 1300
Scheduled
Receipt

NO YES NO NO
Crossdock Planning
Finding Eligible Demand
Opportunistic Crossdock – Forward scheduling
• Current Time - 11:00, Supply arrives at 11:00
• OPT = 1 Hr, BT = 1 Hr, Crossdock Window = 2 Hrs
• Earliest departure for crossdocking = 11:00 + (1+1) = 13:00
• Latest departure time for crossdocking = 13:00 + 2 = 15:00

NO NO YES NO
Now
Scheduled
1100 1200 1300 1400 1500 1600 1700 Shipment

1300 1400
OPT BT Crossdock Window Scheduled
Receipt
Crossdock Planning
Define Crossdock Criteria
• Determine expected arrival time for supply
• Dock appointment time
• Planned arrival date
• Expected receipt date
• Shipped date + Transit time
• Promise date
• Need by date
• Determine expected departure time for demand
• Dock appointment time
• Planned departure date
• Schedule ship date
• Promise date
Crossdock Planning
Eligible Supply Sources
• Planned
Crossdocking
• PO, ASN, Internal
Requisition, In-transit
shipment, Receiving
• Opportunistic
Crossdocking
• Receipts : PO, ASN,
Internal requisition,
Internal shipment
• Mfg completions :
Discrete job, Flow
schedule
Crossdock Planning
Eligible Demand Sources
• Opportunistic
Crossdocking
• Sales Order, Internal
Order
• WIP components
(Discrete, Repetitive,
and lot based jobs)

• Planned
Crossdocking
• Sales Order, Internal
sales order
Crossdock Planning
Setup – Assigning Criteria to Objects

Two new Rule Types


Two new Rule Types are
introduced:
A specific Crossdock Criteria can be
Opportunistic Crossdock
assigned to one or more objects e.g. use
and Planned
‘Default Planned Crossdock Crossdock
Criteria’ to
identify supply for planned crossdocks,
when demand is for item WM100 in
Organization W1.
Crossdock Planning
Default for Opportunistic Crossdocking

• Organization parameter setup

Crossdock criteria is
configured for backward
compatibility
Crossdock Planning
Run Pick Release

• Allocation Method: Indicates relative priority of crossdock versus inventory


fulfillment
• Default Crossdock Criteria: Default criteria for all demand lines
Crossdock Planning
Generate Planned Crossdocks

At the end of planning


run, a reservation linking
supply and demand is
created with crossdock
attribute enabled.
Crossdock Planning
Some Considerations
• Looks at existing reservations first
• Matches on project/task for PJM organizations
• No direct ship support for crossdocked order lines
• No crossdock support for
• lot indivisible or non-transactable or non-reservable
items
• Drop ship purchase orders
• Documents with expense or shop floor destinations
• Not allowed demand that is partially reserved to a
different WIP supply
• A stub API is provided to override default behavior
Crossdock Planning
More Considerations
• API provides the ability to customize
• Prioritization of supplies and demands for planned crossdock and
opportunistic crossdock, respectively
• Use crossdock goal as custom
• Crossdock criteria selection
• Override expected supply arrival and expected demand departure
time
• Override the restriction of not allow crossdocking for a demand
that is partially reserved to a different WIP supply
Crossdock Execution
Description
• Determine final staging lane
• Existing staging lane for the same delivery
• Pending suggested staging lane for the same delivery
• Staging lane for the dock door, if a dock appointment
exists
• Default staging lane in shipping parameters
• Determine using putaway rules
• Delivery merge
• Merge with an existing delivery based on delivery merge
criterion and the crossdock window
• If no existing delivery, then auto-create a new delivery
Crossdock Execution
Crossdock Operation Plan

• Specify the ‘Crossdock method’ for outbound consolidation


Crossdock Execution
Default Staging Lane

Required
for
Crossdocking
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Quality Review
Quality Review
Overview
• Quality Plan identifies variables to be assessed
• Can vary by item, category, Supplier, other criteria

• Data collection may be optional or mandatory


• Can specify valid values, or allow free-form entry
• Validity check whenever possible
• Can specify ranges of acceptable values

• Completion of quality plan can drive subsequent


activity
• Unassessed items to testing zone
• Approved/Rejected items to different storage areas
Quality Review
Support
• Determine whether item requires testing
• Determine which Quality Plan applies
• Ensure proper test chosen

• Access Quality plans from mobile devices


• Validate format, range of responses
• Minimize time required to access test, record results
• Improve likelihood of performing test
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Putaway & Quality Review


Benefits
Mobile Putaway & Quality Support
Benefits Overview
 Speed
• Access Quality Plans immediately
• No paper file search
• Always go to available (not full) slot

 Accuracy
• System will validate LPN’s & putaway locations
• System will choose proper tests & valid responses

 Consistent Performance
• Testing identified when required

 Minimize Training
• Less to train people on, & less for them to remember
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