Turning on Oracle WMS: A Functional & Technical Perspective

1. Turning on Oracle WMS:A Functional & Technical Perspective Pat McGovern & Ed McDonough NCOAUG – August 16th, 2002

2. Agenda • Overview of WMS • Terms & Definitions • Applications integration • WMS Features & Functionality • Mobile Supply Chain Application • Functional setup ramifications • Software Issues • Summary

3. Overview of WMS • Oracle apps & WMS users? • Component of Oracle supply chain management & mfg solution • Supports highly automated environments • RF devices • Material handling systems • Allows grouping & automation of material transactions

4. Overview of WMS • Warehouse Resource mgmt • Warehouse Configuration • Productivity analysis • Task scheduling • Advanced picking & putaway • Value added services

5. Definitions • Cross Docking– Redirects inbound items to outstanding sale orders • LPN – License plate number • Material Status Control – Indicates eligibility of materials for various transactions • RF – Radio frequency device • ASN – Advanced shipping notice • Cartonization – Container “auto-generation” based on product being shipped

6. Definitions • Mobile Applications– A subset of WMS enabling remote RF devices to process transactions • TCP/IP – Communications protocol for mobile apps hand held devices • Summary Counting – Cycle counting technique which accounts for items in a container • Cost Groups – Associates account info with its related inventory item

7. Application Modules • Inventory* • Purchasing* • Order Management* • Work in Process • Shipping • Costing • Quality

8. Features & Functionality • Inbound Logistics • Receiving • Standard, Direct & Inspection • Label printing (Need 3rd party software) • Directed putaway • Storage optimization • Receipt check in • Tolerances • Quality inspection

9. Features & Functionality • Storage & Facility Management • Automated replenishment • Min-max, Kanban, Picking rules, Putaway rules & Task mgmt/dispatch • Advanced lot/sublot control • Splitting, merging & renaming • Container management • Contents of containers - LPN

10. Features & Functionality • Storage & Facility Management • Material status control • Repair, refurbished • Kanban management • Internal & external • Task dispatching • Material movement • Cycle counting/Physical inventory

11. Features & Functionality • Outbound Logistics • Trip & delivery planning • Appointment dock assignment • Pick methodologies • Cartonization

12. Features & Functionality • Outbound Logistics • Packing • Nesting • Compliance labeling • Shipment stage/consolidation, loading • Pick release tasks generation • WMS control board • Task mgmt

13. Features & Functionality • Reverse Logistics • Return material authorization (RMA) • Supplier returns (RTV) • Refurbishment and recycling

14. Features & Functionality • Value Added Services • Kitting/Dekitting • Mixed mode manufacturing • ATO, ETO, Discrete, Repetitive • No OPM • Product compliance labeling • VAS/Manufacturing quality inspections • Material movement into inspection

15. Mobile SC Applications • Previously third party product (BPA/Clear Orbit) • Modules supported include • Receiving • Inventory • Quality • WIP • Shipping

16. Mobile SC Applications • Different user interface (Telnet) • Devices Supported include • Hand-held RF • Wearable computing & scanners • Lift truck mounted RF • Personal digital assistants (PDA’s)

17. Setup Ramifications - New • Material • Item Attributes • Material Statuses • Lot & Serial Attributes • Task Management • Equipment • Task Types • Assignment Rules

18. Setup Ramifications - New • Labeling (third party software req’d) • Format • Label types • Rules • Costing Groups • Default costing groups • Rules

19. Setup Ramifications - New • Inbound Logistics • Putaway rules • Outbound Logistics • Cartonization • Picking rules • Pick methodologies • Dock door & Staging lane

20. Setup Ramifications - Existing • Organization Parameters • WMS enabled • LPN generation • Crossdocking enabled • Default rules • Default task types • Cartonization options • Locator control (Required)

21. Setup Ramifications - Existing • Subinventory Attributes • Material status • Default locator material status • Default cost group • LPN option • Cartonization option • Picking order • Picking UOM • Dock door & staging lane

22. Setup Ramifications - Existing • Locator Attributes • Locator type • Material status • Locator picking order • Locator capacity • Locator dimensions

23. Setup Ramifications - Existing • Item Attributes • Lot or serial material status • Default lot or serial material status • Lot split enabled • Lot merge enabled • Bulk picking designation • Dimensions Info – • UOM, length, width, height, volume & weight

24. Setup Ramifications - Existing • Pick Release • Dock assignments • Staging lane • Pick methodology • Task assignment • Department • Resource

25. Software Issues • WMS part of Discrete Mfg Family • Available patchset “E” • Migration to 11.5.6 • Apply patchset “G” • Plus incremental WMS patches • Check related application modules • INV, WIP, OM

26. Software Issues • WMS 11.5.6 Enhancements • Receiving Adjustments & Returns • Material Workbench • Mass transactions • Status change • Cost group change • Cycle count requests • Material Status reports • LPN Manufacturing Putaways • Rules Engine Simulator • Oracle content paper available

27. Summary • Highly integrated - INV, OM & WIP • Glues & automates transactions • LPN’s • WMS Rules Engine • Mobile apps separate interface • Biggest impact – Subinventory locator control • Part of Discrete Mfg family • Ready for prime time

28. Thank You Ed McDonough 312-755-8231 ed.mcdonough@us.ssiworldwide.com