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Oracle E-Business Suite Extensions for Oracle Endeca Integration and System Administration Guide
Release 12.1.3.4
Part Number E37993-04
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Oracle Warehouse Management Extensions for Oracle Endeca

This chapter covers the following topics:

Overview

You can use Oracle Warehouse Management (WMS) Extensions for Oracle Endeca to search and filter outbound, inventory, and labor (productivity) information from the warehouse. Using the Warehouse Management Endeca pages, you can review and analyze data using key Performance Indicators (KPIs), performance evaluation metrics, charts, graphs, and tables. In addition to the search and filter capabilities, each WMS page contains action-based analytics where you can diagnose an issue and take specific actions.

You can search using Warehouse Management pages and Endeca Information Discovery (EID) design tools. These pages are container pages in WMS and each page, region, and tab calls the respective page from an Endeca environment. In Warehouse Management, the following pages enable search functions using Endeca Information Discovery integration:

This chapter provides product-specific details required to integrate Endeca Information Discovery (EID) with Oracle E-Business Suite Release 12.1.3.3 for the Oracle Warehouse Management Extensions for the Oracle Endeca application. This supplements information provided in Installing Oracle E-Business Suite Extensions for Oracle Endeca, Release 12.1.3.4 (Doc ID: 1562372.1). You must read this document and make note of the requirements before you begin your installation.

Oracle Warehouse Management Extensions for Oracle Endeca User Interfaces

Plan Fulfillment Page

The Plan Fulfillment page lets you plan the fulfillment batches and waves. You can view outbound logistics metrics, charts, and results tables. The following is a display of the Plan Fulfillment page.

From the Warehouse Manager responsibility, navigate to the Plan Fulfillment page:

(N) Outbound Logistics > Plan Fulfillment

(N) Inquiry > Information Discovery > Plan Fulfillment (tab)

the picture is described in the document text

The following describes the Endeca Warehouse Management Plan Fulfillment page regions and components:

Region Components
Sub Tabs (page links)
  • Overview - Select this sub-tab to navigate to the Plan Fulfillment Endeca page.

  • Create Wave - Use the Actions menu from the results table to navigate to the Create Wave page. Once you are in the Create Wave page, select the Overview sub-tab to navigate back to the Plan Fulfillment Endeca page.

  • Wave Workbench - From the Waves results table, select the Waves tab and then click the Wave Name link to navigate to the Wave Workbench to release a wave. Once you are in the Wave Workbench, select the Overview sub-tab to navigate back to the Plan Fulfillment Endeca page.

Range Filters You can use Range Filters to refine the displayed data to only include records that have attribute values within a specified range.
Guided Navigation You can use the Guided Navigation component to filter data using the following attributes:
  • Organization

    Note: Graphs and results tables will NOT display data until you select an Organization. You can select only one Organization. Charts and results tables load data when:

    • The user selects an Organization from Guided Navigation

    • The user’s responsibility has access to one Organization only

  • Customer Name

  • Order Type

  • Line Type

  • Item

  • Order Number

  • Released Status

  • Carrier

  • Ship Method

  • Shipment Priority

  • Delivery

  • Wave Flag

  • Wave Name

  • Wave Status

  • Wave Firm Status

  • Line Schedule Date

  • Line Requested Date

  • Order Creation Date

  • Wave Creation Date

Metric (metrics bar)

Note: The Metric Components are color coded to highlight warnings and health.

  • Orders

    Total number of orders with at-least one line that can be fulfilled.

    >= 200, RED, “High Outbound Load”

    >= 100 & < 200, YELLOW, “Medium Outbound Load”

    < 100, GREEN, “Low Outbound Load”

  • Backorder Lines

    Percent of order lines with at least one detail in back-ordered status.

    “BO Lines > 50% of Total”, RED, “High Backorder”

    “BO Lines < 10% of Total”, GREEN, “Low Backorder”

  • Unreleased Lines

    Percent of unreleased order lines.

  • Total Value

    Total selling value that can be fulfilled in the appropriate currency based on unit selling price and unfulfilled.

    >= 20K, RED, “High Outbound Load”

    >= 10K & < 20K, YELLOW, “Medium Outbound Load”

    < 10K, GREEN, “Low Outbound Load”

  • Late Value

    Total selling value that can be fulfilled in the appropriate currency based on unit selling price and unfulfilled quantity on LATE order lines.

    >= 20K, RED, “High Late Performance”

    >= 10K & < 20K, YELLOW, “Medium Late Performance”

    < 10K, GREEN, “Low Late Performance”

  • Items

    Total number of unique items that will be fulfilled.

  • Total Weight

    Total weight (LBS) of the unfulfilled lines based on quantity and item weight.

    >= 80K, RED, “Heavy”

    > 20K & < 80K, YELLOW, “Medium”

    <= 20K, GREEN, “Low”

  • Total Volume

    Total volume (Cubic Ft.) of the unfulfilled lines based on quantity and item volume.

    >= 3.4K, RED, “Heavy”

    > 3K & < 3.4K, YELLOW, “Medium”

    <= 3K, GREEN, “Low”

  • Oldest Scheduled Date

    Oldest scheduled ship date from unfulfilled order lines.

    Compare with current date:

    If Difference >= 7 days, RED, “High”

    Difference < 7 days & >= 2 days, YELLOW, “Medium”

    Difference < 2 days, GREEN, “Low”

  • Latest Scheduled Date

    Latest schedule ship date from unfulfilled order lines.

Order Types (tag cloud) Top Ten Order Types Tag Cloud Component

Note: The Order Types tag cloud component displays the top ten Order Types by frequency of occurrence.

Items (tag cloud) Top Ten Items Tag Cloud Component

Note: The Items tag cloud component displays the top ten items by frequency of occurrence.

Demand (chart)

Note: This chart displays total demand by sale value in the appropriate currency and the primary quantity requested for top and bottom 20. 'Top 20 By Total Value' is the default view.

  • Total Value by Customer

    • Top 20 By Total Value

    • Bottom 20 By Total Value

  • Metric

    • Total Value

    • Total Quantity

  • Group Dimension

    • Customer

    • Item

    • Carrier

    • Ship Method

    • Shipment Priority

    • Plan Status

Demand & Availability (chart)

Note: This multi-bar chart displays item availability problems by value and primary quantity for top and bottom 20 items only. 'Top 20 By Demand' is the default view.

  • Demand

    Total requested quantity in primary.

  • Reserved

    Total reserved value/quantity in primary.

  • Cross-Dock

    Total cross-dock value/quantity in primary i.e. received but not put-away.

  • Onhand by Item

    Total on-hand value and quantity in primary unit of measure.

    • Top 20 By Demand

    • Bottom 20 By Demand

Unfulfilled Demand (tabbed component container)

Note: This results table displays relevant attributes for sales order demand and availability.

Unpicked Details (results table)
  • Configure

    • Results Table Configuration

  • Actions

    • Print

    • Export

    • Create Wave - You can select a row or multiple rows to create a wave for the selected records.

    • Release - You can select a row and the Customer Name column link to perform a manual pick release.

Item Reservations (tabbed component container) Item Reservations (results table)
  • Configure

    • Results Table Configuration

  • Actions

    • Print

    • Export

    • Delete Reservations - You can select a row and delete the entire reservation.

    • Modify Reservations - You can select a row and the Reserved Quantity column link to change the reservation value.

Waves (tabbed component container)

Note: This results table displays Wave details.

Waves (results table)
  • Configure

    • Results Table Configuration

  • Actions

    • Print

    • Export

    • Plan/Release Wave - You can select a row and the Wave Name column link to plan/release a wave template.

Track Fulfillment Page

The Track Fulfillment page lets you track the fulfillment process and react in real-time to changes impacting the outbound activities. You can view outbound logistics metrics, charts, and results tables. The following is a display of the Track Fulfillment page.

From the Warehouse Manager responsibility, navigate to the Track Fulfillment page:

(N) Outbound Logistics > Track Fulfillment

(N) Inquiry > Information Discovery > Track Fulfillment (tab)

the picture is described in the document text

The following describes the Endeca Warehouse Management Track Fulfillment page regions and components:

Region Components
Range Filters You can use Range Filters to refine the displayed data to only include records that have attribute values within a specified range.
Guided Navigation You can use the Guided Navigation component to filter data using the following attributes:
  • Customer Name

  • Order Type

  • Line Type

  • Item

  • Order Number

  • Hold

  • Released Status

  • Carrier

  • Ship Method

  • Shipment Priority

  • Delivery

  • Delivery Status

  • Delivery Carrier

  • Delivery Ship Method

  • Delivery Exception

  • Trip

  • Trip Status

  • Trip Carrier

  • Trip Ship Method

  • Task Status

  • Task Exception

  • Pick LPN

  • Drop LPN

  • Wave Flag

  • Wave Name

  • Wave Status

  • Interface Activity

  • Source Subinventory

  • Source Locator

  • Pick Slip Number

  • Line Schedule Date

  • Line Requested Date

  • Order Creation Date

  • Wave Creation Date

  • Pick Release Date

Metric (metrics bar)

Note: The Metric Components are color coded to highlight warnings and health.

  • Total Value

    Total Value of lines being currently fulfilled and as a part of the current data set.

    >= 20K, RED, “High Outbound Load”

    >= 10K & < 20K, YELLOW, “Medium Outbound Load”

    < 10K, GREEN, “Low Outbound Load”

  • Task Exceptions

    Total number of task exceptions for the current data set.

  • Delivery Exceptions

    Percent of delivery details with exceptions for the current data set.

    >= 50% of Total, RED, “High”

    >= 5% & < 50%, YELLOW, “Medium”

  • Holds

    Percent of lines with holds.

    >= 5% of Total, RED, “High”

  • Interface Activity

    Percent of records with interface activity.

    >= 5% of Total, RED, “High”

Delivery Exceptions (tag cloud) Top Ten Delivery Exceptions Tag Cloud Component

Note: The Delivery Exceptions tag cloud component displays the top ten Delivery Exceptions by frequency of occurrence.

Items (tag cloud) Top Ten Items Tag Cloud Component

Note: The Items tag cloud component displays the top ten items by frequency of occurrence.

Fulfillment Progress (tabbed component container) Demand (chart)

Note: This chart displays total demand by sale value in appropriate currency, and as the primary quantity requested for Top and Bottom 20. 'Top 20 By Demand by Value' is the default view.

  • Demand by Value by Customer

    • Top 20 By Demand by Value

    • Bottom 20 By Demand by Value

  • Metric

    • Demand by Value

    • Demand by Quantity

  • Group Dimension

    • Customer

    • Item

    • Carrier

    • Ship Method

    • Shipment Priority

  • Series Dimension

    • Released Status

    • Plan Status

    • Exception Type


Task Exceptions (chart)

Note: This chart displays total number of task exceptions by following group and series dimensions.

  • Task Count by Task Exception

    • Top 20 By Task Count

    • Bottom 20 By Task Count

  • Series Dimension

    • Task Owner

    • Customer

    • Item

    • Carrier

    • Ship Method

    • Shipment Priority


Task Status (chart)

Note: This chart displays total time in hours or minutes for in-progress order lines for Top and Bottom 20. 'Top 20 By Hours' is the default view.

  • Time in Hours by Task Status

    • Top 20 By Time in Hours

    • Bottom 20 By Time in Hours

  • Metric

    • Time in Hours

    • Time in Minutes

    • Time in Days

  • Series Dimension

    • Task Owner

    • Customer

    • Item

    • Carrier

    • Ship Method

    • Shipment Priority


Fulfillment Progress (results table)

Note: The Fulfillment Progress results table component displays the data related to in progress lines and tasks.

  • Column Sets

    • Main

    • Line

    • Delivery

    • Tasks

  • Configure

    • Results Table Configuration

  • Actions

    • Print

    • Export

    • Multi-Row Select - Multi-row selection of data and updating tasks (status, user, priority) for the selected records.

    • Manage Tasks - From the Tasks column set, you can select a row and the Transaction ID column link to manage outbound pick tasks related to the current data set.

Delivery Exceptions and Holds (tabbed component container) Delivery Exceptions (chart)

Note: This chart displays exceptions by sale value in appropriate currency, and number of exceptions for Top and Bottom 20. 'Top 20 By Holds by Value' is the default view.

  • Holds by Value by Customer

    • Top 20 By Holds by Value

    • Bottom 20 By Holds by Value

  • Metric

    • Exceptions by Value

    • Exceptions by Count

  • Group Dimension

    • Customer

    • Item

    • Carrier

    • Ship Method

    • Shipment Priority

    • Released Status

    • Plan Status

  • Series Dimension

    • Delivery Name

    • Delivery Detail


Delivery Exceptions (results table)

Note: The Delivery Exceptions results table component displays the data related to in-progress lines.

  • Configure

    • Results Table Configuration

  • Actions

    • Print

    • Export

    • Resolve Exceptions - From the Main column set, you can select a row and the Exception Name column link to resolve delivery and detail level exceptions with a reason code.


Holds (chart)

Note: This chart shows total demand with holds by sale value in appropriate currency, and number of order lines for Top and Bottom 20. 'Top 20 By Holds by Value' is the default view.

  • Holds by Value by Customer

    • Top 20 By Holds by Value

    • Bottom 20 By Holds by Value

  • Metric

    • Holds by Value

    • Holds by Line Count

  • Group Dimension

    • Customer

    • Item

    • Carrier

    • Ship Method

    • Shipment Priority

    • Released Status

    • Plan Status

  • Series Dimension

    • Delivery Name

    • Delivery Detail

    • Order Number

    • Line Number


Holds (results table)

Note: The Holds results table component displays the data related to in-progress lines.

  • Column Sets

    • Main

    • Miscellaneous

  • Configure

    • Results Table Configuration

  • Actions

    • Print

    • Export

Interface Activity (tabbed component container) Exceptions by Value by Customer (chart)

Note: This chart shows interface activity by sale value in appropriate currency, and number of exceptions for Top and Bottom 20. 'Top 20 By Exceptions by Value' is the default view.

  • Exceptions by Value by Customer

    • Top 20 By Exceptions by Value

    • Bottom 20 By Exceptions by Value

  • Metric

    • Exceptions by Value

    • Exceptions by Count

  • Group Dimension

    • Customer

      • Carrier

      • Ship Method

    • Item

    • Carrier

    • Ship Method

    • Shipment Priority

    • Plan Status

  • Series Dimension

    • (none)

    • Delivery Name

    • Delivery Detail

    • Order Number

    • Line Number


Interface Activity (results table)

Note: The Interface Activity results table component displays the data related to in-progress lines and tasks.

  • Column Sets

    • Main

    • Miscellaneous

  • Configure

    • Results Table Configuration

  • Actions

    • Print

    • Export

    • Link on Inv. Error to MTI OAF Page - From the Main column set, you can select a row and the Inventory Error column link to access the MTI OAF page to resolve inventory interface errors.

Space Utilization Page

The Space Utilization page lets you track the fragmentation in the warehouse and suggest material movement to manage fragmentation. You can view inventory metrics, charts, and results tables. The following is a display of the Space Utilization page.

From the Warehouse Manager responsibility, navigate to the Space Utilization page:

(N) Inventory Management > Space Utilization

(N) Inquiry > Information Discovery > Space Utilization (tab)

the picture is described in the document text

The following describes the Endeca Warehouse Management Space Utilization page regions and components:

Region Components
Sub Tabs (page links)
  • Overview - Select this sub-tab to access the Space Utilization Endeca page.

  • Generate Move Orders - Use the Actions menu from the results table to navigate to the Generate Move Orders page. Once you are in the Generate Move Orders page, select the Overview sub-tab to navigate back to the Space Utilization Endeca page.

Range Filters You can use Range Filters to refine the displayed data to only include records that have attribute values within a specified range.
Guided Navigation You can use the Guided Navigation component to filter data using the following attributes:
  • Organization

    Note: Graphs and results tables will NOT display data until you select an Organization. You can select only one Organization. Charts and results tables load data when:

    • The user selects an Organization from Guided Navigation

    • The user’s responsibility has access to one Organization only

  • Subinventory

  • Subinventory Type

  • Locator

  • Locator Type

  • Material Status

  • Item Status

  • Item

  • Transaction Type

  • Transaction Action

  • Transaction Source Type

  • Creation Date

  • Transaction Date

Metric (metrics bar)

Note: The Metric Components are color coded to highlight warnings and health.

  • Items

    Total number of fragmented items by count >= “N”

    >= 50, RED, “High Fragmentation”

    >= 10 & < 50, YELLOW, “Medium Fragmentation”

    < 10, GREEN, “Low Fragmentation”

  • Locators

    Total number of fragmented locators by count >= “N”

    >= 50, RED, “High Fragmentation”

    >= 10 & < 50, YELLOW, “Medium Fragmentation”

    < 10, GREEN, “Low Fragmentation”

  • Velocity (Count)

    Total number mismatch between item & locator velocity by transaction counts.

    >= 50, RED, “High Mismatch”

    >= 10 & < 50, YELLOW, “Medium Mismatch”

    < 10, GREEN, “Low Mismatch”

  • Velocity (Quantity)

    Total number mismatch between item & locator velocity by quantity counts.

    >= 50, RED, “High Mismatch”

    >= 10 & < 50, YELLOW, “Medium Mismatch”

    < 10, GREEN, “Low Mismatch”

Transaction Types (tag cloud) Top Ten Transaction Types Tag Cloud Component

Note: The Transaction Types tag cloud component displays the top ten Transaction Types by frequency of occurrence.

Subinventories (tag cloud) Top Ten Subinventories Tag Cloud Component

Note: The Subinventories tag cloud component displays the top ten Subinventories by frequency of occurrence.

Items (tabbed component container) Item fragmentation (scaled) (chart)

Note: This chart displays item fragmentation without highlighting the quantity of each item in a locator. For example, each bar represents the item and each stack represents the locators in which this item exists. The graph highlights the Top and Bottom 20 Items by Locator count. 'Top 20 By Count' is the default view.

  • Count by Item

    • Top 20 By Count

    • Bottom 20 By Count

  • Series Dimension

    • Locator

    • Item Status

    • Material Status


Item fragmentation (non scaled) (chart)

Note: This chart displays item fragmentation and highlights the quantity of each item in a locator. For example, each bar represents the item and each stack represents the quantity of this item in that locator. The graph highlights the Top and Bottom 20 Items by Locator count. 'Top 20 By Count' is the default view.

  • Count, Quantity by Item

    • Top 20 By Count

    • Bottom 20 By Count

  • Series Dimension

    • Locator

    • Item Status

    • Material Status


Items (results table)

Note: The Items results table component displays the data related to item fragmentation.

  • Column Sets

    • Main

    • Item Descriptive Flexfield

    • Locator Descriptive Flexfield

  • Actions

    • Print

    • Export

    • Generate Move Order - You can create move orders and assign destination sub/locator and user.

    • Multi-Row Select - Multi-row selection of data and mass move.

    • Update Status - From the Main column set, you can select a row and the Item Status column link to update the status on items. Select the Locator Material Status column link to update the locator status.

Locators (tabbed component container) Locator fragmentation (scaled) (chart)

Note: This chart displays locator fragmentation without highlighting the quantity of each item in a locator, For Example, each bar represents a locator and each stack represents the items in the locator. The graph highlights the Top and Bottom 20 Locators by Item count. 'Top 20 By Count' is the default view.

  • Count by Locator

    • Top 20 By Count

    • Bottom 20 By Count

  • Series Dimension

    • Item

    • Item Status

    • Material Status


Locator fragmentation (non-scaled) (chart)

Note: This chart displays locator fragmentation and highlights the quantity of each item in a locator. For example, each bar represents the locator and each stack represents the quantity of an item in that locator. The graph highlights the Top and Bottom 20 Locators by Item count. 'Top 20 By Count' is the default view.

  • Count, Quantity by Locator

    • Top 20 By Count

    • Bottom 20 By Count

  • Series Dimension

    • Item

    • Item Status

    • Material Status


Locators (results table)

Note: The Locators results table component displays the data related to locator fragmentation.

  • Columns Sets

    • Main

    • Item Descriptive Flexfield

    • Locator Descriptive Flexfield

  • Actions

    • Print

    • Export

    • Generate Move Order - You can create move orders and assign destination sub/locator and user.

    • Multi-Row Select - Multi-row selection of data and mass move.

    • Update Status - From the Main column set, you can select a row and the Locator Status column link to update the locator status. Select the Item Status column link to update the item status.

Velocity (Count) and Velocity (Quantity) (tabbed component containers) Item Velocity (chart)

Note: These charts display item velocity by locator. The metric for the graphs is 'transaction count (sum)'/'transaction quantity (sum). The graphs highlight the Top and Bottom 20 Items by transaction count/qty. 'Top 20 By Count' is the default view.

  • Count by Item / Quantity by Item

    • Top 20 By Count

    • Bottom 20 By Count

  • Series Dimension

    • Locator

    • Subinventory Status

    • Material Status


Locator Velocity (chart)

Note: This chart displays locator velocity. The metric for this graph is 'transaction count (sum)'. The graph highlights the Top and Bottom 20 locators by transaction count. 'Top 20 By Count' is the default view.

  • Count by Locator

    • Top 20 By Count

    • Bottom 20 By Count

  • Series Dimension

    • Row

    • Rack

    • Subinventory

    • Material Status


Mismatch (chart)

Note: These charts display lot fragmentation and highlights the locators that hold items where item velocity does not match locator velocity. The graphs highlight the Top and Bottom 20 mismatch by count and item quantity. 'Top 20 By Distinct Items' is the default view.

  • Distinct Items by Locator / Quantity by Locator

    • Top 20 By Distinct Items

    • Bottom 20 By Distinct Items

  • Group Dimension

    • Locator

    • Item

  • Series Dimension

    • Item

    • Locator


Items (results table)

Note: The Items results table component displays the data related to velocity fragmentation.

  • Actions

    • Print

    • Export

    • Generate Move Order - You can create move orders and assign destination sub/locator and user.

    • Multi-Row Select - Multi-row selection of data and mass move.

    • Update Status - From the Main column set, you can select a row and the Item Status column link to update the item status. Select the Locator Material Status column link to update the locator status.

Labor Utilization Page

The Labor Utilization page lets you plan and manage labor in the warehouse. You can view labor metrics, charts, and results tables. The following is a display of the Labor Utilization page.

From the Warehouse Manager responsibility, navigate to the Labor Utilization page:

(N) Labor Management System > Labor Utilization

(N) Inquiry > Information Discovery > Labor Utilization (tab)

the picture is described in the document text

The following describes the Endeca Warehouse Management Labor Utilization page regions and components:

Region Components
Range Filters You can use Range Filters to refine the displayed data to only include records that have attribute values within a specified range.
Guided Navigation You can use the Guided Navigation component to filter data using the following attributes:
  • Task Source

  • Task Type

  • Task Status

  • Task Exception

  • User

  • Subinventory

  • Locator

  • Item

  • Year

  • Quarter

  • Month

  • Week

  • Task Creation Date

Metric (metrics bar)

Note: The Metric Components are color coded to highlight warnings and health.

  • Outbound

    Percent of total time spent on outbound activities.

    >= 70%, GREEN, “High Outbound”

    >= 20% & < 70%, YELLOW, “Medium Outbound”

    < 20%, RED, “Low Outbound”

  • Inbound

    Percent of total time spent on inbound activities.

    >= 70%, RED, “High Inbound”

    >= 20% & < 70%, YELLOW, “Medium Inbound”

    < 20%, GREEN, “Low Inbound”

  • Warehousing

    Percent of total time spent on warehousing activities.

    >= 70%, RED, “High Warehousing”

    >= 20% & < 70%, YELLOW, “Medium Warehousing”

    < 20%, GREEN, “Low Warehousing”

Users (tag cloud) Top Ten Users Tag Cloud Component

Note: The Users tag cloud component displays the top ten Users by frequency of occurrence.

Task Types (tag cloud) Top Ten Task Types Tag Cloud Component

Note: The Task Types tag cloud component displays the top ten Task Types by frequency of occurrence.

Labor by Task Source (chart)

Note: This chart displays labor utilization by different task sources. For example, outbound, inbound, warehousing, cross-dock, and manufacturing. The graph highlights the Top and Bottom 20 by total and average time (in Hours) consumed by each task source. 'Top 20 By Total Time (in Hours)' is the default view.

Labor by Task Source
  • Total Time (in Hours) by Task Source

    • Top 20 By Total Time (in Hours)

    • Bottom 20 By Total Time (in Hours)

  • Metric

    • Total Time (in Hours)

    • Average Time (in Hours)

    • Total Time (in Days)

    • Average Time (in Days)

    • Total Time (in Minutes)

    • Average Time (in Minutes)

  • Series Dimension

    • Task Owner

    • Subinventory

    • Task Status

    • Task Type

Labor by Task Status (chart)

Note: This chart shows labor utilization by in-process task status. For example, pending, queued, dispatched, active, and loaded. The graph highlights the Top and Bottom 20 by total and average time (in Hours) consumed by each task status. 'Top 20 By Total Time (in Hours)' is the default view.

Labor by Tasks Status
  • Total Time (in Hours) by Task Status

    • Top 20 By Total Time (in Hours)

    • Bottom 20 By Total Time (in Hours)

  • Metric

    • Total Time (in Hours)

    • Average Time (in Hours)

    • Total Time (in Days)

    • Average Time (in Days)

    • Total Time (in Minutes)

    • Average Time (in Minutes)

  • Series Dimension

    • Task Owner

    • Task Source

    • Task Type

    • Subinventory

Task Exceptions (chart)

Note: This chart displays labor utilization by different task-based exceptions. The graph highlights the Top and Bottom 20 task exceptions by count. 'Top 20 By Count' is the default view.

Task Exceptions
  • Count by Task Exception

    • Top 20 By Count

    • Bottom 20 By Count

  • Series Dimension

    • Task Owner

    • Subinventory

    • Locator

    • Task Type

    • Task Source

Labor Performance (chart)

Note: This displays labor performance as measured by the time spent on completed tasks. The graph highlights the Top and Bottom 20 by total and average time (in Hours) for completed tasks. 'Top 20 By Total Time (in Hours)' is the default view.

Labor Performance
  • Total Time (in Hours) by Task Owner

    • Top 20 By Total Time (in Hours)

    • Bottom 20 By Total Time (in Hours)

  • Metric

    • Total Time (in Hours)

    • Average Time (in Hours)

    • Total Time (in Days)

    • Average Time (in Days)

    • Total Time (in Minutes)

    • Average Time (in Minutes)

  • Group Dimension

    • Task Owner

    • Year

    • Quarter

    • Month

    • Week

  • Series Dimension

    • Task Source

    • Task Type

Labor and Tasks (results table)

Note: The Labor and Tasks results table component displays the data related to warehouse labor and related tasks.

Labor and Tasks
  • Configure

    • Results Table Configuration

  • Actions

    • Print

    • Export

    • Update Tasks - You can select a row and the Transaction ID column link to update task status, priority and assigned user for single and multiple records.

Oracle Warehouse Management Extensions for Oracle Endeca Product Configuration

Setting Up Oracle Warehouse Management Extensions for Oracle Endeca

Setup and Configuration Steps

To set up Oracle Warehouse Management Extensions for Oracle Endeca, you must complete the following steps:

  1. Set Access Control by assigning UMX roles and updating access grants.

  2. Load Warehouse Management data to the Endeca data store by running graphs provided by Warehouse Management.

  3. Schedule Setup for Full Endeca Refresh.

  4. Set Profile Options.

Access Control: Hide and Show EID Dashboards (User Interfaces) for Oracle Warehouse Management

New UMX Roles and a new grant 'WMS Endeca Access Grant' are provided. The 'WMS Endeca Access Grant' is assigned to the Access Roles. In addition, the 'WMS Endeca Access Permission Set' is assigned to the 'WMS Endeca Access Grant'.

As part of the Oracle E-Business Suite-EID integration for the Oracle Warehouse Management application, the following UMX Roles are provided:

UMX Role Internal Code Name
WMS Plan Fulfillment Endeca Access Role UMX|WMS_PF_ENDECA_ACCESS_ROLE
WMS Track Fulfillment Endeca Access Role UMX|WMS_TF_ENDECA_ACCESS_ROLE
WMS Space Utilization Endeca Access Role UMX|WMS_SU_ENDECA_ACCESS_ROLE
WMS Labor Utilization Endeca Access Role UMX|WMS_LU_ENDECA_ACCESS_ROLE
Permission Set Internal Code Name
WMS Plan Fulfillment Endeca Access Permission Set WMS_PF_ENDECA_ACCESS_PS
WMS Track Fulfillment Endeca Access Permission Set WMS_TF_ENDECA_ACCESS_PS
WMS Space Utilization Endeca Access Permission Set WMS_SU_ENDECA_ACCESS_PS
WMS Labor Utilization Endeca Access Permission Set WMS_LU_ENDECA_ACCESS_PS

You must add the new UMX roles to enable Endeca menus for the Warehouse Manager responsibility (or any other custom responsibility which is using the same menu). You must assign the UMX roles to this responsibility. When the UMX roles are assigned to the Warehouse Management responsibility, the Warehouse Management Endeca pages appear.

If you want to use the Endeca-related roles with more than one responsibility, then you must have an additional grant with a security context corresponding to each responsibility. You can add grants for a given role as a separate process instead of while you are adding the role to the responsibility.

Access Grant Internal Code Name
WMS Plan Fulfillment Endeca Access Grant WMS_PF_ENDECA_ACCESS_GRANT
WMS Track Fulfillment Endeca Access Grant WMS_TF_ENDECA_ACCESS_GRANT
WMS Space Utilization Endeca Access Grant WMS_SU_ENDECA_ACCESS_GRANT
WMS Labor Utilization Endeca Access Grant WMS_LU_ENDECA_ACCESS_GRANT

Complete the following steps to enable Endeca Menus in Oracle E-Business Suite (EBS):

  1. Assign a UMX Role to the Responsibility.

  2. Update the WMS Access Grant.

For assigning UMX Roles and Grants, refer to Appendix C in Installing Oracle E-Business Suite Extensions for Oracle Endeca, Release 12.1.3.4 (Doc ID: 1562372.1).

Loading Warehouse Management Data into the Endeca Data Store

Clover ETL within Endeca queries WMS Views and does a full data load to the WMS data store in Endeca. After the first data load, full data load or incremental data load can be performed periodically. Incremental data load will update all the records in the Endeca WMS data store which were updated in EBS after the last load. After the data has been loaded in the WMS data store, it can be queried and shown in the WMS pages.

Warehouse Management Data Sources in the WMS Data Store

Data sources are defined in the WMS data store in Endeca and are used to query data for different pages in WMS. These data sources include:

Setting Up the Scheduler for Endeca Full Refresh

The initial data upload for Endeca Search is complete when the Full graph is run as described in Installing Oracle E-Business Suite Extensions for Oracle Endeca, Release 12.1.3.4 (Doc ID: 1562372.1). Full refresh deletes all data from Endeca and repopulates it with a full data extract from the E-Business Suite system. For incremental refresh, you should determine how often the Endeca data should be refreshed from E-Business Suite depending on your organizational requirements.

To schedule ETL on the Integrator Server

  1. Login to Integrator server using your Clover login.

  2. Click the Scheduling tab.

  3. Select the New Schedule link.

  4. Enter a Description for the scheduler.

  5. Select Periodic as the Type.

  6. Select by interval as the Periodicity.

  7. Enter a start date and time in the Not active before date/time field.

  8. Enter an end date and time in the Not active after date/time field.

  9. Enter a value in the Interval (minutes) field.

  10. Ensure you select the Fire misfired event as soon as possible check box.

  11. Select Start a graph from the Task Type list.

  12. Select the graph for schedule to run. I.e. Full.grf/incremental.grf.

  13. Click Create to set the scheduler.

ETL Parameters for Warehouse Management

You can load data to the WMS data store by running graphs provided by WMS.

To load data to the WMS data store

  1. Using the URL for the EID Integrator Server, navigate to the Sandboxes page and expand the graph node under WMS.

  2. Graphs to load data include:

    Note: If you are loading data for the first time, then run FullLoadConfig.grf only. You can run other graphs according to your requirements. Run Incremental. graphs periodically. You can set up these graphs from the Scheduling tab.

Profile Options for Warehouse Management

You must set the following profile option:

Profile Option Name Description
INV: Endeca Display Currency This profile value determines the currency in which all amounts and values are displayed in the Plan Fulfillment and Track Fulfillment pages. This is a site level profile option.

Views and Joins for Warehouse Management

The following views are used by the ETL layer in Endeca to load WMS data to the Endeca data store:

View Name Purpose
INV_EID_UNPICKED_DETAILS_V Data loaded from this view into “inv-rcp” Endeca data store is displayed in the Plan Fulfillment page.
INV_EID_RESERVATIONS_V Data loaded from this view into “inv-rcp” Endeca data store is displayed the Plan Fulfillment page.
INV_EID_PICKED_DETAILS_V Data loaded from this view into “inv-rcp” Endeca data store is displayed in the Track Fulfillment page.
INV_EID_ONHAND_DETAILS_V Data loaded from this view into “inv-rcp” Endeca data store is displayed in the Space Utilization page.
INV_EID_MTL_TRANSACTIONS_V Data loaded from this view into “inv-rcp” Endeca data store is displayed in the Space Utilization page.
INV_EID_TASKS_V Data loaded from this view into “inv-rcp” Endeca data store is displayed in the Labor Utilization page.

Menus for Endeca Warehouse Management

Endeca Warehouse Management integration includes the following new user menu functions:

User Function Name Function Name
WMS Endeca Plan Fulfillment WMS_PLAN_FULFILLMENT
WMS Endeca Track Fulfillment WMS_TRACK_FULFILLMENT
WMS Endeca Space Utilization WMS_SPACE_UTILIZATION
WMS Endeca Labor Utilization WMS_LABOR_UTILIZATION
WMS Endeca Dashboard WMS_ENDECA_HOME