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Outbound Logistics – Instructor Training Integrated Supply Chain Demonstration Bill Reilly Solution Architect, AGSS
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Agenda Introduction / Overview Pre-demo Setup Messaging / Talking Points Demo Walkthrough
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Introduction / Overview
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Integrated SCM Demo Flow
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Outbound Logistics Sizzle Flow
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Pre-demo Setup
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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
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Graphical Mobile User Interface
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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 5479779 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
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Mobile Access Logins BEdge CTilton WParker RSeconi KSmith IHilovsky Password welcome
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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
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Misc Receipt and Misc Issue Navigation Path
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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
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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
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Setup: Tools of the Trade Use Storage Locators form to verify available capacity
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Setup: Tools of the Trade Run Update Locator Capacity if the qty differ between forms
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Setup: Transportation Planning Within OTM, here’re the pre-demo steps - Add Nicknames to Demo Users Update Business Monitor for Planner Update Email 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 email client and leave it
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Setup: Update OTM Nicknames Login as SERVPROV.ADMIN Security Services> User Manager> List Users Query for EBSMASTER-CAR-380489 Click on returned ID hyperlink to enter edit mode Enter “ADS TRUCK” in Nickname field Select Update Nickname
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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
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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
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Setup: Update Contact Email Login as EBSMASTER.ADMIN Business Process Automation > Communication Management > Contacts Query for CAR-380489 in Contact ID Click the hyperlink to enter edit mode Enter your email address in Email Address
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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
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Setup: Sales Order for AS54888
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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
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Setup: Upload Order to OTM Create Delivery from Shipping Transaction Form Upload order using Shipping – Transportation Outbound Interface
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Setup: WMS Outbound Picking AS88311 - available in E5.2.1 AS54888 - 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
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Messaging
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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
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Messaging Start with the big picture End with the big picture
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Demo Walkthrough
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Outbound Logistics in the Big Picture
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The Outbound Logistics Flow
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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
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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
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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
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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
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WMS Inbound – Put Away The balance of the LPN is stored in the forward pick location
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OTM – Transportation Planning
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The Outbound Logistics Flow
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OTM – Tender Acceptance
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OTM – Transportation Planning
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WMS Outbound – Pick Release
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WMS Outbound - Picking
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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
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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.
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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
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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
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EBS – Order Status
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