Oracle Warehouse Management

Labs
Outbound Logistics - Pull Replenishment in WMS
E-Business Suite R12.2.6
VERSION 1.0 | NOVEMBER 2017
Document Control

Change Record
Date Author Version Change Reference

Nov-2017 Toni Davidson 1.0 R12.2.6 Instance

Sudarsan Royam

Reviewers

Name Position

Michael Schubert Support GCS

Distribution

Name Location

Global Customer Support (GCS) Global Inventory Wiki

Edgar Arroyo Project Manager

OUTBOUND LOGISTICS- PULL REPLENISHMENT

Table of Contents

Introduction 1

Pull Replenishment Process Flow 2

Prerequisites 3

Item related Setup 3

Forward Pick Subinventory Setup 3

Receive Item Onhand 5

Rules Setup 6

Pick/Putaway Rules for Sales order 6

Pick/Putaway for Replenishment Move order 7

Rule Assignments using Rules Workbench 8

Create Sales Order 10

Perform Pick Release of Sales Order 12

Review Sales Order after Pick Release 15

Using Shipping Transactions form 15

Using SQL scripts 16

Review Tasks after Pick Release 17

Complete Replenishment Task Using Mobile GUI Application 18

Review Sales Order after Replenishment Task Completion 21

Using Shipping Transactions form 21

Review Sales Order after Replenishment Task Completion 24

Using WMS Control Board 24

OUTBOUND LOGISTICS- PULL REPLENISHMENT

Introduction
This lab is prepared to demonstrate basic standard Pull Replenishment in a Warehouse Management (WMS) enabled
organization. It has been developed to assist an application support analyst by:

» Introducing navigation through the Oracle Warehouse Management (WMS) forms

» Listing detail steps to create a Pull Replenishment transaction
» In this lab, we demonstrate the how a material shortage of an Item in a Forward Pick Subinventory for a sales order
demand, triggers an automatic replenishment. We also show how the system automatically satisfy the demand as
soon as the replenishment is completed.
» The labs will only show the demonstration of the processes. For definitions please refer the Oracle Warehouse
management User’s guide

Perquisites
Analyst should have a basic understanding of the below modules so that the labs can be well followed.
» Oracle Inventory
» Oracle Order Management
» Oracle Warehouse Management Systems
» System Administrator

Typographic Conventions Used in Oracle Application Navigation Paths in this document

(N) Development Manager > Setup>Roles > People and Roles > (B) Create

This simplified path translates to the following:

Choose Development Manger Responsibility > Navigate Setup then Roles. After selecting roles you will see more
options, select People and Roles and then click on ‘Create’ button to create a new Role.

Notations Used in the Lab

» (N) = Navigator
» (M) = Menu
» (T) = Tab
» (B) = Button
» (H)= Hyperlink
» (ST) = SubTab

If you find any inconsistencies or have any questions, please email edgar.arroyo@oracle.com

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Pull Replenishment Process Flow
The following chart displays the Pull replenishment process flow

1. During Pick release, system check for shortfall in Pick face ( i.e. forward pick Subinventory)

2. Then Check if Replenishment is feasible. If yes, then Move delivery detail to ‘Replenishment Requested’ and

creates Replenishment tasks. If not Lines are backordered.

3. Users then execute the Replenishment task

4. Then lines which were in ‘Replenishment requested’ status are then pick released again

5. If there are no more shortfall, then lines move to ‘Released To warehouse’ Status and Pick tasks are created

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Prerequisites
In this section we will list all the prerequisite setup steps that need to be completed to perform Pull replenishment in WMS

Item related Setup

1. Login to the application and choose responsibility = Warehouse Manager

2. Navigate : Setup > Material Setup > Master Item

3. Create Plain Item XX Pull Item and assign it to Org XW1

Forward Pick Subinventory Setup

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In this section, we will show setups related to the forward pick Subinventory.

1. Login to the application and choose responsibility = Warehouse Manager

2. Navigate : Setup > Warehouse Configuration > Warehouses > Subinventories

3. Select the organization as XX-WMSOrganization1 (XW1) when prompted.

4. Setup Forward Pick Subinventory with a Picking UOM as shown below.

5. Complete the Item/Subinventory Sourcing setup. Press Item/Subinventory button and enter the following details

 Under Planning tab, Add a new Line

 Item = XX PUL REPL

 Key in Min Qty and Max Qty. In this example , Min Qty = 12, Max = 48

 Under Sourcing Tab, Select ‘Subinventory’ as Type

 Select ‘XX CASE’ as Subinventory.

 Select XXFWD.1.1 for Locator, under ‘Locators for this Item Subinventory’

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  Press Save Icon or use (Ctrl+S) to save the changes

Receive Item Onhand

1. Receive Onhand for Item in Forward Pick Subinventory and its Sourcing Subinventory ‘XX CASE’.

In order to demonstrate the Pull replenishment process, make sure Onhand in the Forward Pick Subinventory for the Item is less that
the ordered quantity on Sales order.

 Receive Onhand for Quantity = 3 Ea for the Item into Subinventory XX FWDPick

 Receive Onhand for quantity = 6 DZ(Dozen) for the Item in Sourcing Subinventory XX CASE

 Material workbench form shows the Onhand in the respective subinventories

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Rules Setup
In this section we will show the different rules that need to be setup to allocate the Replenishment Move orders and the Sales orders

Pick/Putaway Rules for Sales order

1. Login to the application and choose responsibility = Warehouse Manager

2. Navigate : Setup > Warehouse Configuration > Rules > Warehouse Execution > Rules

3. Setup a Pick rule to suggest Source Subinventory.

For this Demo, we are using the Seeded Pick rule.

4. Setup Putaway rule to suggest destination Subinventory.

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For this demo, we are using the Seeded Putaway Rule

Pick/Putaway for Replenishment Move order

1. Login to the application and choose responsibility = Warehouse Manager

2. Navigate : Setup > Warehouse Configuration > Rules > Warehouse Execution > Rules

3. Setup up Pick and Putaway Rule as shown below.

4. Created a Strategy and associated the Strict Pick UOM rule to it.

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 5. Setup Putaway rule to suggest destination Subinventory.

For this demo, we are using the Seeded Putaway Rule

Rule Assignments using Rules Workbench

In this section we will show how to setup Pick and Putaway Rule assignments using Rules Workbench

1. Login to the application and choose responsibility = Warehouse Manager

2. Navigate : Setup > Warehouse Configuration > Rules > Warehouse Execution > Rules Workbench

3. Setup Rules assignment for Sales order using Rules workbench, Enter the following:

 Select ‘Pick’ as Type

 Key in appropriate value for Sequence , For this demo, we use Seq = 50

 Return Type = < select ‘Strategy’ or ‘Rule’). For this demo, we use ‘Rule’

 Return value = <Enter the strategy Name or Rule Name > For this demo, we use Rule = ‘Seeded
Default pick rule’

 Select ‘Sales Order Pick’ as Transaction Type

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  Press Enabled check box

 Press Save Icon or use (Ctrl+S) to save the changes

4. Setup Pick rule assignment for Replenishment Move order using the Rules workbench, Enter the following:

 Select ‘Pick’ as Type

 Key in appropriate value for Sequence , For this demo, we use Seq = 20

 Return Type = < select ‘Strategy’ or ‘Rule’). For this demo, we use ‘Strategy’

 Return value = <Enter the strategy Name or Rule Name > For this demo, we use Rule = ‘Advanced
Replenishment Strategy’

 Select ‘XX CASE’ as Source Subinventory

Note: In a typical setup, the Source Subinventory you specify here should be the Subinventory which specified under Sourcing Tab,
under Item/Subinventory Setup

 Select ‘Move Order Transfer’ as Transaction Type

 Press Save Icon or use (Ctrl+S) to save the changes

5. Setup Putaway Rules assignment for sales order using the Rules workbench, Enter the following:

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  Select ‘Putaway’ as Type

 Key in appropriate value for Sequence , For this demo, we use Seq = 60

 Return Type = < select ‘Strategy’ or ‘Rule’ For this demo, we use Rule = ‘Seeded Default putaway rule’

 Select ‘Sales Order Pick’ as Transaction Type

 Press Enabled Check box

 Add new row.

 Key in Sequence value. For this demo, we use Seq = 70

 Return Type = < select ‘Strategy’ or ‘Rule’ For this demo, we use Rule = ‘Seeded Default putaway rule’

 Select ‘Move Order Transfer’ as Transaction Type

 Press Enabled Check box

 Press Save Icon or use (Ctrl+S) to save the changes

Create Sales Order

In this section, we will create a new sales order using Customer = Computer services and Rental for Item XX Pull Item
and book it.

To create the sales order, perform the following

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 1. Login to the application and choose responsibility = Manufacturing and Distribution Manager

2. Navigate : Order Management > Orders, Returns > Sales Orders

3. Select the organization as XX-WMSOrganization1 (XW1)

4. Enter the below data under the Main Tab:

 Customer Number = 1006 , press <tab>

 Price List = Corporate

5. Press Others Tab and enter the below data:

 Warehouse = XW1

6. Then press Lines Tab and enter the following for Line 1.1

 Order Item = XX Pull Item

 Qty = 15

 UOM = Ea

 Scheduled Ship Date = Today’s date

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 7. Under Shipping Tab, verify Warehouse is XW1

8. Press ‘Book Order’ and book the order

Note down the Order Number = 69371

Perform Pick Release of Sales Order

In this section we will show how to perform pick release of the booked order in a WMS Enabled org.for Pull
replenishment scenario.

1. Login to the application and choose responsibility = Warehouse Manager

2. Navigate : Outbound Logistics > Release Pick Waves

3. Under Order Tab, enter the below details

 Select ‘Unreleased’ as Orders

 Select ‘69371’ as Order Number

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 4. Clear the Scheduled Ship and Requested dates

5. Under the Inventory tab, enter the following data

 Warehouse = XW1

 Auto Allocate =Yes

 Plan Tasks = No

 Pull Replenishment = Yes. This is a Mandatory step

 Select ‘XX FWDPICK’ as Pick Form Subinventory. This is a Mandatory step

 Select ‘XX Staging’ as Default Stage Subinventory

 Select ‘XXST.1.1’ Default Stage Locator

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 6. (B) Press Concurrent button to submit ‘Pick release’ Concurrent request.

7. Go to (M) View > Requests and verify that concurrent request completed successfully.

Notice there are two Concurrent requests.

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 8. The Pick release program will try to allocate the Item XX Pull Item for Qty = 15. But since there is only

Onhand = 3 available in XX FWDPICK (Pick From) system will allocate whatever is available using the

WMS Pick rule (Seeded Default Pick rule) setup, instead of backordering the remaining quantity = 12

delivery detail, Pick release invokes Pull replenishment Concurrent request.

9. The Pull replenishment Program creates Replenishment Move order to transfer onhand for Item ‘XX Pull

Item’ from the Sourcing Subinventory XX CASE to the XX FWDPICK and allocate it.

Review Sales Order after Pick Release

Using Shipping Transactions form

1. Login to the application and choose responsibility = Warehouse Manager

2. (N) Navigate : Outbound Logistics > Shipment Planning & Transactions

3. In Query Manager form, Enter From Order number = 69371 and tab out

4. Press Find button

5. Notice the Delivery Detail line status. There are delivery detail lines

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  One Delivery detail has ‘Released to Warehouse’ status and requested Qty = 3

 The other Delivery detail has ‘Replenishment Requested’ and requested Qty = 12

Using SQL scripts

1. Run the following SQL script to check the data in table WSH_DELIVERY_DETAILS
SELECT dd.delivery_detail_id,
Decode(dd.replenishment_status, 'R', 'Replenishment Requsted',
'C', 'Replenishment Complete')
"Replenishment Status",
Decode(dd.released_status, 'Y', 'Y=Staged',
'R', 'R=Ready to Release',
'S', 'S=Rel to Warhouse',
'B', 'B=Backorder',
'P', 'P=Pending Inv',
'C', 'C=Shipped',
'N', 'N=Not Ready',
'D', 'D=Cancelled',
'X', 'X=Not Applicable',
'Unknown: '
||dd.released_status) "Release Status",
dd.released_status,
dd.source_header_number,
dd.source_header_id,
dd.source_line_id,
dd.source_line_number,
dd.batch_id,
dd.creation_date,
dd.last_update_date
FROM wsh_delivery_details dd,
wsh_delivery_assignments da,
wsh_picking_batches wpb
WHERE dd.source_header_number = '69371'
AND da.delivery_id IS NOT NULL
AND wpb.batch_id (+) = dd.batch_id
AND dd.delivery_detail_id = da.delivery_detail_id;

2. Run the following SQL to get data from table WMS_REPLENISHMENT_DETAILS. This table stores relationship
between Demand Lines to be replenished and corresponding Replenishment Move Orders
SELECT *
FROM wms_replenishment_details
WHERE demand_header_id IN (SELECT sales_order_id
FROM mtl_sales_orders
WHERE segment1 = '69371');

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Review Tasks after Pick Release
In this section, we will show tasks that are created after running pick release with Pull replenishment = Yes using WMS Control Board

1. Login to the application and choose responsibility = Warehouse Manager

2. (N) Navigate : Inquiry > Warehouse Control Board

3. Under Task Tab, enter the below details

 Check ‘Outbound’ and ‘Warehousing’ checkbox under Source

 Check ‘Pending’ checkbox under Status.

 Select ‘XX Pull Item’ under Item

4. Press Find button

5. The Warehouse Control board display two Tasks which are created for this Item

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The Task with System Task Type = Pick, is sales Order Pick task created for the Sales Order

The Task with System Task Type = Replenish is replenishment Task created to replenish the Forward Pick
Subinventory. Notice the replenishment quantity is 5 DZ ( 60 Ea ). This is the Qty =12 that is required for the Order plus
the Min-max planning, Max quantity = 48 setup under Item/Sourcing for the forward Pick Subinventory ‘XX FWDPICK’.

Complete Replenishment Task Using Mobile GUI Application

In this section, we will show how to use the Oracle Mobile Application to complete the replenishment Tasks created
after pick release

1. Open Mobile GUI Application. Select ‘Default’ from Device list

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 2. Type in the User credentials and press Enter Key to Login. Choose responsibility = Whse Mgmt

3. (N) Navigate to Tasks > Directed Tasks > Warehousing > Replenishment

4. Select the organization as ‘XW1’ from list of organizations in Select organization page

5. Press <Enter> key in the following fields – Equip , From Sub and Device

6. (B) Press Done button.

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 7. The Replenishment Task shows up for completion. Confirm the in the required fields and enter the
following data:

 Sub = Defaults

 Confirm = Key in the Subinventory (Sub). Press <Enter> Key

 LOC = Defaults

 Loc/LPN = Key in Locator (Loc). Press <Enter> Key

 LPN = Press <Enter>

 Item = Defaults

 Confirm = Key in Item. Press <Enter> Key

 UOM = Defaults

 Req Qty = Defaults

 Confirm = Key in Quantity. Press <Enter> Key

 Xfer LPN = Press <Ctrl + G> to generate a new LPN. Press <Enter> Key

6. (B) Press Load and Drop Button. If the Load and drop button is not visible, press Right arrow.

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 7. Notice the To Sub is the Forward Pick Subinventory. The system suggest to Drop the LPN to Forward Pick
subinventory ‘XX FWDPICK’
8. Confirm the To Sub and To Loc

9. (B) Press Done to complete the Replenishment task

This completes the Pick load and Drop activity for the Replenishment Task

Review Sales Order after Replenishment Task Completion

Using Shipping Transactions form

1. Login to the application and choose responsibility = Warehouse Manager

2. (N) Navigate : Outbound Logistics > Shipment Planning & Transactions

3. In Query Manager form, Enter From Order number = 69371 and tab out

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 4. Press Find button

Notice the Delivery Detail Line status now changed from ‘Replenishment Requested’ to ‘Replenishment Complete’.

Also the once users completed the Replenishment Task from Mobile, as soon as the done button is pressed, system
automatically invokes a ‘Pick release’ Concurrent request automatically.

5. Go to (M) View > Requests and verify that concurrent request completed successfully.

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 6. Once the Pick release concurrent request is completed, Query the Sales order again on the Shipping
Transactions form

Notice that both the Deliver detail lines are in ‘Released To warehouse’ Status.

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Review Sales Order after Replenishment Task Completion
In this section we will show what is the status of the Sales order pick Task and replenishment Task after the
Replenishment task has been competed using Warehouse Control board form.

Using WMS Control Board

1. Login to the application and choose responsibility = Warehouse Manager

2. (N) Navigate : Inquiry > Warehouse Control Board

3. Under Task Tab, enter the below details

 Check ‘Outbound’ and ‘Warehousing’ checkbox under Source

 Check all the checkbox under Status.

 Select ‘XX Pull Item’ under Item

4. Press Find button

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Notice the Replenishment Task is completed now. There are now two Pick tasks against the sales order for the total
requested quantity on the sales order Thus, using Pull replenishment, instead of backordering, system dynamically
replenishes material and let the picking processed in the warehouse continue seamlessly

This completes the demonstration of Pull Replenishment Process in WMS.

Users can complete the sales order Pick Task using Mobile GUI Application. Once the Pick task is completed, the sales
order lines will be Staged/Pick confirmed.

Users can refer to Lab on “How to perform Sales Order Picking in WMS” on how to complete the sales Order Pick Task
Using Mobile application

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