Outbound Logistics – Instructor Training Integrated Supply Chain Demonstration Bill Reilly Solution Architect, AGSS

Agenda Introduction / Overview Pre-demo Setup Messaging / Talking Points Demo Walkthrough

Introduction / Overview

Integrated SCM Demo Flow

Outbound Logistics Sizzle Flow

Pre-demo Setup

WMS Mobile Graphical User Interface WMS Putaway Need an LPN for putaway Available space for storage Transportation Planning and Execution OTM specific setup: Nick Names, Agents, Contacts Need an order for our multi-stop trip / shipment Order needs to be available in OTM WMS Picking Need inventory for both orders in our trip / shipment

Graphical Mobile User Interface

Setup: WMS Mobile GUI Our competitors have mobile GUIs, so it’s important that we show ours. Available from ADS Demo Docs under “Logistics”ADS Demo Docs Comes with complete installation instructions Takes 15 minutes to install WMS - GUI Telnet Installation 'Updated' - ENGLISH ONLY - Updated to reflect latest patch level This Demo Tools script guides you through the installation of the GUI Telnet Client on your PC. The.zip file contains the Installation Instructions, the Command File to run the Application and the Client Patch required WMS - GUI Telnet Installation

Mobile Access Logins BEdge CTilton WParker RSeconi KSmith IHilovsky Password welcome

Setup: WMS Inbound GOAL: Show system directed putaway to two different locations based on user-defined rules Create an LPN of 200 EA for putaway Use Misc Receipts or Misc Issues to set onhand qty in E5.2.1 so that Capacity Available is 40 (EA) Ensure that there is Available Capacity of 160 (EA) in C1.1.1 “Tools” of choice: Mobile GUI for Misc Receipt and Misc Issue Material Workbench Setup screens for Subinventory and Locator

Misc Receipt and Misc Issue Navigation Path

Setup: WMS Inbound Generate an LPN for the Receipt that will be putaway Ctrl-G to gen LPN Note this LPN Required in the demo Item: AS88311 Subinventory: REC Locator: R1.1.1 Quantity: 200

Setup: Tools of the Trade Use Material Workbench On-hand Quantities ‘Detailed’ Option Search for AS88311 Validate: Receipt Qty Capacity in E5.2.1 Capacity in C1.1.1

Setup: Tools of the Trade Use Storage Locators form to verify available capacity

Setup: Tools of the Trade Run Update Locator Capacity if the qty differ between forms

Setup: Transportation Planning Within OTM, here’re the pre-demo steps - Add Nicknames to Demo Users Update Business Monitor for Planner Update Address for Contacts Update Agents Within EBS, here are the pre-demo steps - Create a Sales Order in EBS Create delivery for the new sales order Launch Shipping-Transportation Outbound Interface against the new delivery, to create an order release in OTM Open a browser window from your client and leave it

Setup: Update OTM Nicknames Login as SERVPROV.ADMIN Security Services> User Manager> List Users Query for EBSMASTER-CAR Click on returned ID hyperlink to enter edit mode Enter “ADS TRUCK” in Nickname field Select Update Nickname

Setup: Update OTM Nicknames Login as EBSMASTER.ADMIN Configuration and Administration> User Management> List Users Query for PLANNER Click on returned ID hyperlink to enter edit mode Enter “OUTBOUND PLANNER ” in Nickname field Select Update Nickname

Setup: Update Business Monitor Login as EBSMASTER.ADMIN Configuration and Administration> Preferences > User Preferences Query for PLANNER Click the hyperlink to enter edit mode Click pencil icon next to Business Monitor Edit dropdown list and highlight OUTBOUND Select Save, then Finished

Setup: Update Contact Login as EBSMASTER.ADMIN Business Process Automation > Communication Management > Contacts Query for CAR in Contact ID Click the hyperlink to enter edit mode Enter your address in Address

Setup: Update Auto-Allocate Agent Login as EBSMASTER.ADMIN Business Process Automation > Agents and Milestones > Automation Agent Query for SHIPMENT – AUTO ALLOCATE in the Agent ID field Click the hyperlink to enter edit mode Uncheck the ACTIVE box

Setup: Sales Order for AS54888

Customer: SmartBuy Ship to: Pittsburgh, PA Order Type: Standard Order Date Type: Ship Request Date: 1 Week from upcoming Weds Earliest Acceptable Date: Request Date – 2 days Latest Acceptable Date: Request Date + 2 days Use Trans Planning folders Book Order

Setup: Upload Order to OTM Create Delivery from Shipping Transaction Form Upload order using Shipping – Transportation Outbound Interface

Setup: WMS Outbound Picking AS available in E5.2.1 AS staged in BULK using Misc Receipts 3 Receipts in 3 locators: B1.1.1, B2.1.1, B3.1.1 Do not use LPNs – they increase data entry for picking

Messaging

Integration – An Integrated Logistics Suite Tight integration leads to easier implementations, more reliable operation, and less expensive upgrades Improved Efficiency High volume transportation planning makes more efficient use of existing resources to lower costs through load building, route optimization, and rate shopping Flexibility / Adaptability User defined rules are created (and maintained over time) to reliably and consistently support customer specific business processes in a system directed manner

Messaging Start with the big picture End with the big picture

Demo Walkthrough

Outbound Logistics in the Big Picture

The Outbound Logistics Flow

WMS Inbound – Put Away Connect to the server using the WMS mobile interface All updates are real time Mobile devices are pretty much standard in all larger facilities Oracle supports all major mobile device vendors, including LXE, Symbol, Motorola, and Teklogix

WMS Inbound – Put Away Login as BEdge Users are only assigned tasks that they are qualified to handle Each user has defined skills that the WMS references when assigning tasks

WMS Inbound – Put Away Choose ‘Pick and Put Away’ form Main Menu Choose ‘Put Away’ Enter the license plate number (LPN) assigned at receipt LPNs are scanned to initiate the put away process User defined put away rules ensure material is stored in the proper slot

WMS Inbound – Put Away The WMS checks the attributes of the LPN and chooses the best storage location based user defined rules We split the LPN of 200 EA into 2 put aways of 160 EA and 40 EA In this case, data verification is given a very high priority – virtually all data associated with the transaction is validated When picking we’ll take a look at minimum data verification

WMS Inbound – Put Away The balance of the LPN is stored in the forward pick location

OTM – Transportation Planning

The Outbound Logistics Flow

OTM – Tender Acceptance

OTM – Transportation Planning

WMS Outbound – Pick Release

WMS Outbound - Picking

Select Pick and Put Away from the Main Menu Select Accept Next – Express to get picks Express requires much less data validation Enter Organization: W1

WMS Outbound - Picking Equipment has capabilities in the same way employees have skills WMS considers the capabilities of equipment when assigning work For instance, the WMS would not assign a full pallet pick to someone pushing a cart Select Done, which takes the default – no restrictions on capabilities.

WMS Outbound - Picking Confirm what we’re picking. Press Enter for the first LPN prompt – It’s optional Label it while on the fork truck. Press Ctrl-G at the Confirm prompt Confirm the destination locator: STA, L1.1.1

WMS Outbound - Picking Confirm what we’re picking. Press Enter for the first LPN prompt – It’s optional Label it while on the fork truck. Press Ctrl-G at the Confirm prompt Confirm the destination locator: STA, L1.1.1

EBS – Order Status