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OCWMS LAB - Sort and Receive

This document provides instructions for configuring and demonstrating sorting and receiving inventory using Oracle Warehouse Management Cloud. The key steps covered include: 1. Creating a screen for sorting and receiving and adding it to the RF menu. 2. Adding receiving station locations. 3. Creating a sort receive configuration. 4. Creating sample purchase orders to receive against and generating an inbound shipment for the orders. 5. Walking through the process of sorting and receiving inventory using the RF gun against the inbound shipment.

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64 views21 pages

OCWMS LAB - Sort and Receive

This document provides instructions for configuring and demonstrating sorting and receiving inventory using Oracle Warehouse Management Cloud. The key steps covered include: 1. Creating a screen for sorting and receiving and adding it to the RF menu. 2. Adding receiving station locations. 3. Creating a sort receive configuration. 4. Creating sample purchase orders to receive against and generating an inbound shipment for the orders. 5. Walking through the process of sorting and receiving inventory using the RF gun against the inbound shipment.

Uploaded by

achref
Copyright
© © All Rights Reserved
We take content rights seriously. If you suspect this is your content, claim it here.
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Download as PDF, TXT or read online on Scribd
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Oracle Cloud Warehouse Management

Basic Labs
Lesson – Sort and Receive
VERSION 1.0 | MARCH 2020
Document Control

Change Record

Change
Date Author Version
Reference
Mar-2020 Steven Cooper 1.0 19.0.0+

Reviewers

Name Position

Ram Swaminathan Development

Distribution

Name Location

Global Customer Support (GCS) Global Inventory Wiki

Mike Jones / Edgar Arroyo Project Managers

LESSON 4 – PUTAWAY CONCEPTS


Table of Contents

Introduction 2

1. Concepts 3

2.1 Configuration Steps 4

2.2 Lesson – Create Purchase Orders 9

2.3 Lesson – Sort and Receive 12

1 | LESSON 4 –PUTAWAY CONCEPTS


Introduction
These labs were prepared to demonstrate basic setups and functions of Oracle Warehouse Management Cloud
(OCWMS). They were developed to assist an application support analyst by:

• Introducing navigation through the OCWMS screens and rf


• Listing detail steps for the setup and use of various functions available in OCWMS
• In this lab, we will see the requirements to perform Receiving with with Inbound Sorting and how it is used in
purchased order delivery.

Prerequisites:

1. UI & RF Modules lab


2. Setup - users, companies, facilities, screens(UI, RF), responsibilities lab
3. WMS Cloud ASN/PO Creation, Receiving, Item Barcode or Vendor Barcode, Receiving API lab
4. Inbound
5. Putaway Concepts

Typographic Conventions Used in Oracle Application Navigation Paths in this document:

(N) Screen Name >Users>Query (+) Create/Add

This simplified path translates to the following:

Choose Screen Name = Users, Click on the Red wheel at the top left = Query (+) = Create / Add a record

(in this screen, it will be a User)

Notations Used in the Lab:

• (N) = Screen Name


• (R) = rf Menu
• (Q) = Click on the Red Query Wheel
• (D) = Click on the Details icon
• (+) = Add or Create a Record
• (M) = Menu link from a Screen, e.g. From the Users Screen, there are links such as: Eligible Facilities, Eligible
Companies, Work Areas, Groups, Assign Equipment Type, User Change HIstory

If you find any inconsistencies or have any questions, please email [email protected],
[email protected] or [email protected]

2 | LESSON 4 –PUTAWAY CONCEPTS


1. Concepts

After an inbound shipment arrives at the warehouse, the receiving team will typically unload the truck and grab the
paperwork to identify which purchase orders are being received. The first job of WMS is to receive items accurately into
the warehouse and then reconcile the shipment against the original purchase orders. The stock may then be moved
either to a sort zone or categorization based on certain criteria prior to put away or directly put away to a designated
location.

This lab depicts a step-by-step setup/execution of receiving by Advanced Shipment Notice (ASN) and sorting the
merchandise as soon as the are received, then the same flow, thus eliminating the need to navigation separately to the
sorting screen.

In this setup, only the ANS is required for receiving inventory into the warehouse. ASN’s can be created:

• Manually from the “Inbound Shipment Screen”

• From existing Purchase Order (PO) records

• Through “Input Interface” UI

Only the ASN’s are available in Oracle WMS Cloud, operators will use the RF gun to receive items.

Receiving Parameters

Inventory can be received in the following Units of measure (UOM):

• SKU Level Receipt (scan each)

• Inner Pack Level Receipt (scan packs)

• Cases Level Receipt (scan cases)

• Pallet Receipt (Palletize LPN’s during receiving)

Receiving Types
There are two main types of receiving in Oracle WMS Cloud:

• Receive by ASN (RF-Text: Recv {lpn} Shipment)

• Receive by Load (RF-Text: Recv {lpn} Load)

• Sort and Receive

3 | LESSON 4 –PUTAWAY CONCEPTS


2.1 Configuration Steps
1. Creating Screen
(N) Screen Configuration

(N) Screen Configuration

Click the Create button and enter the following information for screen:
a. Module: RF-Text: RF-Text: RF - Sort and Receive
b. Sort and Receive

Click the Save button when done

Click Screen Parameters

Edit Module Parameter qty-entry-mode

Set the Module parm choice to Sku Qty

4 | LESSON 4 –PUTAWAY CONCEPTS


Click the Save button when done

Edit Module Parameter scan-shipment-load

Set the Module parm choice to Scan Shipment

Click the Save button when done

2. Add screen to RF menu

(N) Menu Configuration

Edit the menu and insert the screen Sort and Receive created

5 | LESSON 4 –PUTAWAY CONCEPTS


Click the Save button when done

3. Add Receiving Station Locations


(N) Menu Locations

Create new locations with the following:


Type: Receiving Station
Area: XX

Aisle: 1
Bay: 1
Level: 1

Barcode: XX111

Click the Save button when done

6 | LESSON 4 –PUTAWAY CONCEPTS


Type: Receiving Station

Area: XX
Aisle: 1

Bay: 1

Level: 2
Barcode: XX112

Click the Save button when done

4. Create Sort Receive Configuration


(N) Sort Receive Conf

7 | LESSON 4 –PUTAWAY CONCEPTS


Create New Sort Receive Configuration

Click the Save button when done

8 | LESSON 4 –PUTAWAY CONCEPTS


2.2 Lesson – Create Purchase Orders

(N) Purchase Order

Refer to WMS Cloud ASN/PO Creation, Receiving, Item Barcode or Vendor Barcode, Receiving API lab

Create 2 purchase orders


Purchase Order: XX_PO_1

Vendor: XX_VENDOR_1
Order Date: Today's Date
Delivery Date: Today's Date

Ship Date: Today's Date


Cancel Date: Tomorrow's Date

Item: XX_PURCHASE_ITEM_1
Ordered Qty: 50

Host Seq Nbr: 1

Item: XX_PURCHASE_ITEM_2

Ordered Qty: 125

Host Seq Nbr: 2

Item: XX_PURCHASE_ITEM_3

9 | LESSON 4 –PUTAWAY CONCEPTS


Ordered Qty: 75
Host Seq Nbr: 3

Purchase Order: XX_PO_2

Vendor: XX_VENDOR_1
Order Date: Today's Date

Delivery Date: Today's Date


Ship Date: Today's Date
Cancel Date: Tomorrow's Date

Item: XX_PURCHASE_ITEM_1

Ordered Qty: 100

Host Seq Nbr: 1

Item: XX_PURCHASE_ITEM_2

Ordered Qty: 250

Host Seq Nbr: 2

Item: XX_PURCHASE_ITEM_3

Ordered Qty: 150


Host Seq Nbr: 3

10 | LESSON 4 –PUTAWAY CONCEPTS


Create IB Shipment for both POs together

Click both the lines while holding down the Shift key to get both purchase orders selected

Then Click Create IB Shipment

Review the Inbound Shipment information


(N) Purchase Order

11 | LESSON 4 –PUTAWAY CONCEPTS


2.3 Lesson – Sort and Receive
(N) Sort and Receive

12 | LESSON 4 –PUTAWAY CONCEPTS


13 | LESSON 4 –PUTAWAY CONCEPTS
(N) Purchase Order

14 | LESSON 4 –PUTAWAY CONCEPTS


15 | LESSON 4 –PUTAWAY CONCEPTS
16 | LESSON 4 –PUTAWAY CONCEPTS
17 | LESSON 4 –PUTAWAY CONCEPTS
18 | LESSON 4 –PUTAWAY CONCEPTS
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Copyright © 2017, Oracle and/or its affiliates. All rights reserved. This document is provided for information purposes only, and the
contents hereof are subject to change without notice. This document is not warranted to be error-free, nor subject to any other
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19 | LESSON 4 –PUTAWAY CONCEPTS

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