Pick Release

Overview

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Pick Release
System References
Distribution
Job Title*

Ownership
The Job Title [list@YourCompany.com?Subject=EDUxxxxx] is responsible for ensuring that this
document is necessary and that it reflects actual practice.

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Pick Release

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Objectives

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Agenda

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Running Pick Release

Running Pick Release

Online: You can pick release a delivery line immediately using the Release Sales Orders
for Picking window. This eliminates the time spent waiting for the order to process
through the concurrent manager queue. You can run the pick release online in the Release
Sales Orders for Picking window. You can also run the pick release online in the Shipping
Transactions form by selecting Launch Pick Release from the Actions menu.
Concurrent: You can run pick release in the background, enabling you to run multiple
processes at the same time. You can run the pick release concurrently in the Release Sales
Orders for Picking window.
Standard Report Submission (SRS): You can run pick release using the Standard
Report Submission process. Use this to run pick release as a scheduled task. For example,
you can run pick release at a specific time everyday. The delivery lines are selected for
pick release based on the release rule you select for the standard report submission.
Pick Release Application Program API: You can run pick release using Application
Program Interface (API). For more information refer to Oracle Order Management APIs
and Open Interfaces Manual.

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Release Sequence Rules

Release Sequence Rules

Order Management Super User, Vision Operations (USA)
(N) Shipping > Setup > Picking > Define Release Sequence Rules
Define the release sequence rule to specify the order in which the eligible picking lines are
allocated to Oracle Inventory during pick release. You can release the picking lines by selecting
one or more of the following attributes:
Order Number: Release picking lines based on the order number. If you define a priority
for the Order Number you cannot define priority for outstanding invoice value
Outstanding Invoice Value: Release picking lines based on the outstanding invoice
value.
Scheduled Date: Release picking lines based on scheduled date of delivery
Departure Date: Release picking lines based on the departure date of the delivery
Shipment Priority: Release picking lines based on the shipment priority
You can set a priority level to above attributes by assigning a value from 1 to 5. 1 being the
highest priority and 5 being the lowest priority. You can also decide whether the lines must be
picked based on the ascending or descending order.
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Example:
Attribute
Priority Level
Order
Shipping Priority
1
Ascending
Schedule Date
2
Ascending
According to the above table the order lines with highest shipping priority with earliest
scheduled date will be allocated with the material first.
Refer to Practice Define Release Sequence Rules [LAB2FD6Y]

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Pick Slip Grouping Rule

Pick Slip Grouping Rule

Order Management Super User, Vision Operations (USA)
(N) Shipping > Setup > Picking > Define Pick Slip Grouping Rules
Define the pick slip grouping rule to specify the criteria by which the delivery lines are
grouped together in a pick slip. For example, if you select delivery as a grouping criteria, all
delivery lines for the same delivery are grouped together on a pick slip. Use the Pick Slip
Grouping Rules window to define the pick slip grouping rule. The Pick Slip Grouping Rules
window is divided into three regions: Group By, Common, and Manufacturing. You can select
a combination of these attributes in these regions based on your business requirement.
The attributes you can group by in the Sales Order region include the following:
Order Number
Customer
Ship To
Carrier
Trip Stop
Delivery
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 Shipment Priority
The attributes you can group by in the Common region include the following:
Source Subinv
Source Locator
Item
Revision
Destination Subinv
Destination Locator
Project
Task
The attributes you can group by in the Manufacturing region include the following:
Job or Schedule
Operation
Department
Push/Pull
Note: The grouping attributes in the Manufacturing region is available only if Oracle
Warehouse Management system is installed.
Refer to Practice Define Pick Slip Grouping Rules [LAB2FD4Y]

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Release Rules

Release Rules
Order Management Super User, Vision Operations (USA)
(N) Shipping > Setup > Picking > Define Release Rules
Define the release rules to specify the criteria by which the delivery lines are selected for pick
releasing and to determine the picking operations that will be performed on the delivery lines.
Release rules provide a means for defining one time setup for your pick release process. Create
the release rules in the Release Rules window. You can create a customized pick release rule
with its own set of unique parameters for pick releasing. Pick Release Rules are more
convenient to use when you run pick release regularly based on the same set of criteria.
Note: You must have a release rule defined when you pick release using Release Sales Order
SRS or when you use the Auto Pick Pack and Ship features.

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Release Rule Order Tab

Release Rule Order Tab

Order Management Super User, Vision Operations (USA)
(N) Shipping > Setup > Picking > Define Release Rules > (T) Order
Use the Order Tab in the Release Rule window to define a set of criteria specific to the order to
select delivery lines for releasing. The criteria that you can define in this window includes the
following:
Effective Dates: The period of time that the release rule is valid
Orders: The status of the order. The different statuses are:
- Unreleased
- All
- Backordered
Order Number: The sales order number
Ship Set: The ship set
Prior Reservations only: You check this box to pick release only the sales order that
already has items reserved for the line items
Destination Type: You can pick release based on the following destination types:
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- Region
- Zone
- Ship-To Location
Customer: The customer
Item Region: In this region you select the Category Set, Category, and Item Number
Scheduled Ship Dates/ Requested Dates: Define the range of ship dates scheduled or
requested
Order Type: The type of order
Order Dates: You can specify a Start Date and End Date in combination with the Days
field to create a moving pick window when you schedule the concurrent program to run
on a regular basis. The start and end dates are relative to the system date.

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Release Rule Shipping Tab

Release Rule Shipping Tab

Order Management Super User, Vision Operations
(USA)
(N) Shipping > Setup > Picking > Define Release Rules > (T) Shipping
Use the Shipping Tab in the Release Rule window to define a set of parameters that you want
to apply in terms of shipping during pick release. The various parameters available are:
Ship Method: Select the ship method. The system will consider all delivery lines that
includes this ship method for pick release.
Shipment Priority: Select the shipment priority. The system will consider all delivery
lines that include this shipment priority for pick release.
Ship From Location: Select the ship from location. The system will consider all delivery
lines that include this ship from location for pick release.
Include Assigned Lines: Enable the checkbox to include all the assigned lines in the pick
release.
Document Set: Select the document set you want to print at pick release.
Release Sequence Rule: Select the release sequence rule you want to apply at pick
release.
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Autocreate Deliveries: Select Yes to autocreate deliveries at pick release.

Autocreate Delivery Criteria: Select Across Orders, if you want to create a delivery by
combining delivery lines across orders. Select Within Order, if you want to create
delivery only within an order.
Auto Pick Confirm: Select Yes to auto pick confirm.
Autopack Delivery: Select No if you do not want to use the autopack delivery option,
select Yes to enable autopacking, or select Auto Pack Master to utilize autopacking the
items into a primary container and additionally automate packing the primary container
into a defined master container.
Append Deliveries: Select yes to append delivery lines to existing deliveries.
Note: You must setup the container-item relationship to support the functionality of auto pack
and auto pack master.
Note: You can append deliveries only when the Appending Limit field is set to value other than
Do Not Append in the Shipping Parameters window. Other prerequisites for appending
deliveries is as follows:
Oracle Transportation Planning is not installed
Organization is specified
Autocreate Delivery criteria must be set to Across Orders
Autocreate Delivery must be set to Yes
Auto Pick Confirm must be set to No

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Release Rule Inventory Tab

Release Rule Inventory Tab

Order Management Super User, Vision Operations (USA)
(N) Shipping > Setup > Picking > Define Release Rules > (T) Inventory
Use the Inventory Tab within the Release Rule window to define a set of parameters you want
to apply in terms of inventory management during pick release. The various parameters include
the following:
Warehouse: Select the warehouse. The system will consider all delivery lines that
specify this warehouse for sourcing.
Pick Slip Grouping Rule: Select the Pick Slip Group Rule to determine the criteria that
will be used for grouping delivery lines on the pick slip as part of the pick release
process.
Subinventory: Select the subinventory. The system will consider for pick release all
delivery lines that have this subinventory specified on the sales order line.
Project: Select a project. You can select a project only if Oracle Project Manufacturing is
installed.
Plan Tasks: Select either Yes or No to Enable Plan Tasks if Oracle Warehouse
Management is installed and you choose to utilize the Plan Tasks feature.
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Tasks: Select a task. You can select a task only if Oracle Project Manufacturing is
installed.
Pick From Region: Select the subinventory and locator from which you want to pick the
line items.
Default Stage Region: Select the default staging area to which you want to move the
items.
Refer to Practice Define Release Rules [LAB2FD5Y]

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Pick Release Tab In Shipping Parameters Window

Pick Release Tab In Shipping Parameters Window

Order Management Super User, Vision Operations (USA)
(N) Shipping > Shipping > Setup > Shipping Parameters > (T) Pick Release
Use the Pick Release Tab within the Shipping Parameters window to define the default values
for the pick release parameters including the following:
Release Sequence Rule: Select the release sequence rule that will be displayed by
default in the Release Sequence Rule field during pick release.
Pick Slip Grouping Rule: Select the pick slip grouping rule that will be displayed by
default in the Pick Slip Grouping Rule field during pick release.
Print Pick Slip: You specify when you want to print the Pick Slips. You can set it to
either of the following:
- At the End: The pick slips are printed at the end of pick release.
- Immediate: The pick slips are printed when a specific number of pick slip lines have
been accumulated for printing. You can specify number of pick slip lines that needs
to be accumulated for printing in the Number of Pick Slip Lines field.

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Number of Pick Slip Lines: The maximum number of pick slip lines that is grouped in a
Pick Slip. You must specify the value when the Print Pick Slip is set to Immediate.
Default Pick Release Document Set: Select the default pick release document set you
want to print during pick release.
Default Stage Subinventory: Select the default staging subinventory where items needs
to be transferred at the end of the pick release process.
Default Stage Locator: The default staging locator in the subinventory where the items
needs to be transferred at the end of the pick release process.
Autocreate Deliveries: Select one of the following to specify your preference for
autocreating deliveries:
- Selected: Pick release automatically creates deliveries based on the delivery
grouping criteria specified in the Delivery Grouping tab of the Shipping Parameters
window. Delivery lines are then assigned to the created delivery.
- Cleared: Deliveries are not created automatically at pick release
Auto Allocate: You specify the default auto allocate option during pick release. The
options are:
- Selected: During Pick Release move orders are automatically created and allocated
with items.
- Cleared: During Pick Release automatically creates move orders. The move orders
must be allocated with the inventory items manually using the Inventory Transact
Move Orders window.
Enforce Ship Sets and Ship Models: Enable the checkbox to enforce Ship Sets and Ship
Models during pick release. Ship Sets consists of a set related inventory items. When
Ship Sets or Ship Models are enforced, it means that all the items belonging to a ship set
or ship model should be released together, otherwise a warning message will be
displayed. This feature helps to ensure that only complete ship sets and ship models are
transferred to the staging subinventory.
Refer to Guided Demonstration Pick Release Tab in Shipping Parameters Window
[LAB2BABY]

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Agenda

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Auto Allocate

Auto Allocate
Auto allocation is the process by which you can automatically allocate move order lines with
subinventory items based on the Oracle Inventory picking engine. To autoallocate during pick
release you can set the Auto Allocate field in the Inventory tab of Release Sales Order for
Picking window to Yes.
The release sequence rule selected for the pick release determines the order in which the move
orders are allocated with materials. During allocation a high level reservation is placed on the
items.
Allocation of inventory is a prerequisite for printing pick slips. The pick slip grouping rule
selected during pick release determines the grouping criteria for the picked lines in the pick
slip.
You can set the Auto Allocate option to Yes by default by setting the Auto Allocate checkbox to
Yes within the Pick Release tab of the Shipping Parameters window. For more information
refer to Pick Release slide.

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Autocreate Deliveries

Autocreate Deliveries
You can automatically create deliveries for delivery lines that are not assigned to delivery.
During pick release you can check the Auto-Create Deliveries checkbox in the Shipping tab of
Releasing Sales Order for Picking window to autocreate deliveries. The delivery lines are
grouped together to form a delivery based on the parameters set in the Delivery Parameters tab
within the Shipping Parameters window. You can also select a set of delivery lines in the Query
window and autocreate delivery. For more information refer to Delivery Tab in Shipping
Parameters Window slide.
Refer to Practice Auto Create Deliveries [LAB2FCFY]

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Auto Pick Confirm

Auto Pick Confirm

Auto pick confirm can be set up as the default to occur immediately after the lines are detailed
if an organizations picks rarely deviate from the suggested picking lines or the overhead of
requiring a pick confirmation is unmanageable. Auto pick confirm can be set up to occur by
default by setting the Auto Pick Confirm field to Yes in the Shipping Tab of Release Rule
window. This default option can be overridden during each pick release.
Pick confirmation follows the allocation and reservation of inventory items process
automatically if both Auto Allocate and Auto Pick Confirm options are selected.
When Auto Allocate is set to Yes and Auto Pick Confirm is set to Yes:
When the request is submitted the system automatically creates a move order for all
eligible order lines that meet the picking criteria.
The Release Sequence Rule can be used to sequence the orders for inventory allocation.
Oracle Inventorys Picking Rule can be used to detail the move order with suggested
material.
Pick Slips are printed and can be reprinted if needed later.
The subinventory transfer is executed to move the material from its source location to
the destination staging subinventory.
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The delivery line status is changed to Stagged/Pick Confirmed, making it eligible to be

Ship Confirmed.
Note: Auto Pick Confirm is not possible if Auto Allocation is not selected.
Note: Manual Pick Confirmation is required if you have Oracle Warehouse Management
installed.

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Agenda

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Release Sales Orders for Picking Window

Release Sales Orders for Picking Window

Order Management Super User, Vision Operations (USA)
(N) Shipping > Release Sales Orders
Use the Release Sales Orders for Picking window to pick release sales order lines. You can
select a set of parameters based on which you want to release sales order lines. You can only
pick release the sales order lines that meet the following prerequisites:
Delivery lines must be in the release status
Delivery lines must have shippable items
Delivery lines must have shipping workflow activity
In this window you can release sales orders based on existing release rules or define you own
set of criteria to pick release.
For field description refer to Release Rule Order Tab, Release Rule Shipping Tab, and
Release Rule Inventory Tab slide.
Note: You can also run the pick release online in the Shipping Transactions form by selecting
Launch Pick Release from the Actions menu.
Refer to Practice Release Sales Orders [LAB2FD0Y]
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Summary

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