Oracle Warehouse Management Information Discovery Plus

This chapter covers the following topics:

• Overview
• Plan Fulfillment Page
• Track Fulfillment Page
• Space Utilization Page
• Labor Utilization Page
• Setting Up Oracle Warehouse Management Information Discovery Plus
• Setup and Configuration Steps
• Access Control: Hide and Show EID Dashboards (User Interfaces) for Oracle Warehouse Management
• Loading Warehouse Management Data into the Endeca Data Domain
• Setting Up the Scheduler for Endeca Full Refresh
• ETL Parameters for Warehouse Management
• Profile Options for Warehouse Management
• Views and Joins for Warehouse Management
• Menus for Endeca Warehouse Management

Overview

You can use Oracle Warehouse Management (WMS) Information Discovery to search and filter outbound, inventory, and labor (productivity) information from the warehouse. Using the Warehouse Management Information Discovery Plus 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:

• Plan Fulfillment page: The Plan Fulfillment page lets you search for and plan the fulfillment batches and waves.

• Track Fulfillment page: The Track Fulfillment page lets you track the fulfillment process and react in real-time to changes impacting outbound activities.

• Space Utilization page: The Space Utilization page lets you track the fragmentation in the warehouse and suggest material movement to manage fragmentation.

• Labor Utilization page: The Labor Utilization page lets you plan and manage labor in the warehouse.

This chapter provides product-specific details required to integrate Endeca Information Discovery (EID) with Oracle E-Business Suite Release 12.2 V8 for the Oracle Warehouse Management Information Discovery Plus application. This supplements information provided in Installing Oracle E-Business Suite Information Discovery, Release 12.2 V8 (Doc ID: 2214431.1). You must read this document and make note of the requirements before you begin your installation.

Oracle Warehouse Management Information Discovery Plus User Interfaces

Plan Fulfillment Page

The Plan Fulfillment page lets you plan the fulfillment batches and waves, and view unfulfilled details including late, early, on time, and so on. You can also view details and order lines that do not have adequate on-hand inventory and take appropriate actions such as updating or deleting the reservation, and release a picking batch. You can view outbound logistics metrics, charts, and results tables. The following displays the Plan Fulfillment page.

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

(N) Outbound Logistics > Plan Fulfillment

The following describes the 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.
Advanced Search Boolean Search Search within	The Advanced Search component includes value search, record search, Boolean search, and partial search capabilities. You can submit keyword searches and the application provides type-ahead suggestions and displays attribute values that match the typed text. When you perform a search, the search term is added to the Selected Refinements component. As you type, you may be prompted to select a matching attribute value, or simply search for the entered text. Additional Information: See the Advanced Search Capabilities appendix in this guide for details.
Selected Refinements	The Selected Refinements component displays all values that you have selected to filter data, and allows you to quickly make adjustments to the current refinement by removing items or clearing all filters from the list.
Quick Links	The Quick Links region displays links to associated pages. You can select the Create Wave link to navigate to the Create Wave page. If multiple filter values are selected for an attribute, then the first selected filter value for that corresponding attribute is active and is the default value in the Create Wave' page. The following message displays in the Create Wave page: "Attribute(s) <<ATTRIBUTE1>>,<<ATTRIBUTE2>> have multiple values. Only first value is defaulted."
Bookmarks	The Bookmarks component allows you to save a given navigation and component state and return to it at a later time.
Available Refinements	You can use the Available Refinements component to filter data using the following attributes: Plan Filter 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 Item Order Number Released Status Carrier Ship Method Shipment Priority Wave Flag Wave Name Wave Status Wave Firm Status Line Schedule Date Line Requested Date Order Creation Date Wave Creation Date Additional Header Information (Descriptive Flexfield Attributes) Additional Line Attribute Information (Descriptive Flexfield Attributes) Additional Delivery Detail Information (Descriptive Flexfield Attributes)
Key Metrics (summarization bar) Note: The Metrics 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” Backordered 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” Earliest Schedule Date Earliest scheduled ship date from unfulfilled order lines. Latest Schedule 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 Item (chart) Sort Options Customer Customer by Total Value Dimensions (Value Axis) Total Value Total Quantity Series Dimension (Color) Customer Item Carrier Ship Method Shipment Priority Plan Status
Demand & Availability (chart)	Demand, Reserved, Crossdock, On-hand by Item Sort Options Item Item by Demand Item by Reserved Item by Crossdock Item by On-hand
Unfulfilled Demand (tabbed component container) Note: This results table displays relevant attributes for sales order demand and availability.	Unpicked Details (results table) Column Sets Main Line Detail Header Descriptive Flexfield Line Descriptive Flexfield Detail Descriptive Flexfield View Options Hide / Show Columns Sort Reset Table to Default Actions Print Export to Microsoft Excel Compare Links Record Details Icon - select this icon to view record details Customer Name - link to Release Sales Orders For Picking form Order Number - link to Order Details Page Item - link to Item Details Page
Item Reservations (tabbed component container)	Item Reservations (results table) Column Sets Main Other Note: The default for the Reservation form can be set with the selected reservation record from the Primary Reserved Quantity column link in the Item Reservations tabbed component container. View Options Hide / Show Columns Sort Reset Table to Default Actions Print Export Compare Update Reservations Links Record Details Icon - select this icon to view record details Item - link to the Item Details page. Primary Reserved Quantity - link to the Item Reservation window to view and update item reservation information. Order Number - link to the Order Details page.
Waves (tabbed component container) Note: This results table displays Wave details.	Waves (results table) View Options Hide / Show Columns Sort Reset Table to Default Actions Print Export Compare Links Wave Name - link to the Wave Workbench to release the wave.

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

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

Region	Components
Advanced Search Boolean Search Search within	The Advanced Search component includes value search, record search, Boolean search, and partial search capabilities. You can submit keyword searches and the application provides type-ahead suggestions and displays attribute values that match the typed text. When you perform a search, the search term is added to the Selected Refinements component. As you type, you may be prompted to select a matching attribute value, or simply search for the entered text. Additional Information: See the Advanced Search Capabilities appendix in this guide for details.
Selected Refinements	The Selected Refinements component displays all values that you have selected to filter data, and allows you to quickly make adjustments to the current refinement by removing items or clearing all filters from the list.
Bookmarks	The Bookmarks component allows you to save a given navigation and component state and return to it at a later time.
Available Refinements	You can use the Available Refinements component to filter data using the following attributes: Track Filter 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 Customer Class Order Type Line Type Item Order Number Hold Released Status Carrier Ship Method Shipment Priority Delivery Delivery Status Delivery Carrier Delivery Ship Method 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 Pick Release Date Additional Delivery Detail Information (Descriptive Flexfield Attributes) Additional Delivery Information (Descriptive Flexfield Attributes)
Key Metrics (summarization 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” 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) Demand by Value by Item, Released Status Sort Options Customer Customer by Demand by Value Dimensions (Value Axis) Demand by Value Demand by Quantity Group Dimensions (Category Axis) Customer Item Carrier Ship Method Shipment Priority Series Dimensions (Color) (none) Released Status Plan Status Exception Type Task Exceptions (chart) Task Count by Task Exception, Task Owner Sort Options Task Exception Task Exception by Task Count Series Dimensions (Color) (none) Task Owner Customer Item Carrier Ship Method Shipment Priority Task Status (chart) Time in Hours by Task Status, Task Owner Sort Options Task Status Task Status by Time in Hours Dimensions (Value Axis) Time in Hours Time in Minutes Time in Days Series Dimensions (Color) (none) 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 Detail Descriptive Flexfield Delivery Descriptive Flexfield View Options Hide / Show Columns Sort Reset table to default Actions Print Export Compare Links Details Icon - select the details icon to display record details. Order Number - link to the Order Details page. Item - link to the Item Details page.
Delivery Exceptions and Holds (tabbed component container)	Delivery Exceptions (chart) Exceptions by Value by Exception Name, Delivery Name Sort Options Exception Name Exception Name by Exception Dimensions (Value Axis) Exceptions by Value Exceptions by Count Group Dimensions (Category Axis) Exception Name Customer Item Carrier Ship Method Shipment Priority Released Status Plan Status Series Dimensions (Color) (none) Delivery Name Delivery Detail Holds (chart) Holds by Value by Customer, Delivery Name Sort Options Customer Customer by Holds by Value Dimensions (Value Axis) Holds by Value Holds by Line Count Group Dimensions (Category Axis) Customer Item Carrier Ship Method Shipment Priority Released Status Plan Status Series Dimensions (Color) (none) Delivery Name Delivery Detail Order Number Line Number Delivery Exceptions (results table) Note: The Delivery Exceptions results table component displays the data related to in-progress lines. Column Sets Main Miscellaneous View Options Hide / Show Columns Sort Reset table to default Actions Print Export Compare Links Delivery Name - link to the Shipping Transactions window where you can plan and manage the trips, stops, deliveries, delivery lines, and LPNs (containers). Exception Name - link to the View Exceptions window where you can track, review, and update current and past exceptions that have been logged either manually or automatically. Holds (results table) Note: The Holds results table component displays the data related to in-progress lines. Column Sets Main Miscellaneous View Options Hide / Show Columns Sort Reset table to default Actions Print Export Compare Links Delivery Name - link to the Shipping Transactions window where you can plan and manage the trips, stops, deliveries, delivery lines, and LPNs (containers). Order Number - link to the Order Details page.
Interface Activity (tabbed component container)	Interface Activity (Chart) Exceptions by Value by Customer, Delivery Name Sort Options Customer Name Customer Name by Exceptions by Value Dimensions (Value Axis) Exceptions by Value Exceptions by Count Group Dimensions (Category Axis) Customer Item Carrier Ship Method Plan Status Series Dimensions (Color) (none) Delivery Delivery Detail ID 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 View Options Hide / Show Columns Sort Reset table to default Actions Print Export Compare Links Delivery Name - link to the Shipping Transactions window where you can plan and manage trips, stops, deliveries, delivery lines, and LPNs (containers). Order Number - link to the Order Details page. Inventory Error - link to the Transaction Interface window where you can view, edit, and correct transactions.

Space Utilization Page

The Space Utilization page lets you track the fragmentation in the warehouse and suggest material movement to manage fragmentation. You can also find velocity mismatch with respect to transaction counts and quantities, view available and occupied capacity, and take appropriate actions to consolidate the material within Inventory. You can view inventory metrics, charts, and results tables. The following displays the Space Utilization page.

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

(N) Inventory Manager > Space Utilization

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 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.
Advanced Search Boolean Search Search within	The Advanced Search component includes value search, record search, Boolean search, and partial search capabilities. You can submit keyword searches and the application provides type-ahead suggestions and displays attribute values that match the typed text. When you perform a search, the search term is added to the Selected Refinements component. As you type, you may be prompted to select a matching attribute value, or simply search for the entered text. Additional Information: See the Advanced Search Capabilities appendix in this guide for details.
Selected Refinements	The Selected Refinements component displays all values that you have selected to filter data, and allows you to quickly make adjustments to the current refinement by removing items or clearing all filters from the list.
Bookmarks	The Bookmarks component allows you to save a given navigation and component state and return to it at a later time.
Available Refinements	The Available Refinements component allows you to filter data based on the currently available values or value ranges for selected attributes that are displayed within attribute groups. Expand the following attribute groups to view and select attribute names: 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 Item Status Item Transaction Type Transaction Action Transaction Source Type Creation Date Transaction Date
Key Metrics (summarization 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” Empty Locators Total number of locators without any units. >= 50%, GREEN, “High Availability” >= 10% & < 50%, YELLOW, “Medium Availability” < 10%, RED, “Low Availability” Full Capacity Locators Total number of locators where number of units = max number of units. >= 50%, RED, “High Occupancy” >= 10% & < 50%, YELLOW, “Medium Occupancy” < 10%, GREEN, “Low Occupancy” Volume (Occupied) Aggregate occupied volume across finite capacity locators. (locators with defined maximum volume.) >= 50%, RED, “High Occupancy” >= 10% & < 50%, YELLOW, “Medium Occupancy” < 10%, GREEN, “Low Occupancy” Weight (Occupied) Aggregate occupied weight across finite capacity locators (locators with defined maximum weight.) >= 50%, RED, “High Occupancy” >= 10% & < 50%, YELLOW, “Medium Occupancy” < 10%, GREEN, “Low Occupancy”
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) Count by Item, Locator (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. Sort Options Item Item By Count Series Dimensions (Color) (none) Locator Item Status Material Status Item fragmentation (non scaled) Count, Quantity by Item, Locator (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. Sort Options Item Item by Count Item by Quantity Series Dimensions (Color) (none) Locator Item Status Material Status Items (results table) Note: The Items results table component displays the data related to item fragmentation. Column Sets Main Locator Descriptive Flexfield Item Descriptive Flexfield Subinventory Descriptive Flexfield View Options Hide / Show Columns Sort Reset table to default Actions Print Export Compare Generate Move Order - You can create move orders and assign destination sub/locator and user. Links Record Details Icon - select this icon to view record details. Item - link to the Item Details page. Item Status - link to the Organization Item window where you can update Organization level item attributes for your current organization. Locator Status - link to the Stock Locators window where you can view and define locators to identify physical areas where you store inventory items.
Locators (tabbed component container)	Locator fragmentation (scaled) Count by Locator, Item (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. Sort Options Locator Locator by Count Series Dimensions (Color) (none) Item Item Status Material Status Locator fragmentation (non-scaled) Count, Quantity by Locator, Item (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. Sort Options Locator Locator by Count Locator by Quantity Series Dimensions (Color) (none) Item Item Status Material Status Locators (results table) Note: The Locators results table component displays the data related to locator fragmentation. Columns Sets Main Locator Descriptive Flexfield Item Descriptive Flexfield Subinventory Descriptive Flexfield View Options Hide / Show Columns Sort Reset table to default Actions Print Export Compare Generate Move Order - You can create move orders and assign destination sub/locator and user. Links Record Details Icon - select this icon to view record details. Locator Status - link to the Stock Locators window where you can view and define locators to identify physical areas where you store inventory items. Item - link to the Item Details page. Item Status - link to the Organization Item window where you can update Organization level item attributes for your current organization.
Velocity (Count) (tabbed component container)	Item Velocity (Top 1000) Count by Item, Locator (chart) Note: This chart displays item velocity by locator. The metric for the graphs is 'transaction count (sum)'/'transaction quantity (sum). Sort Options Item Item by Count Series Dimensions (Color) (none) Locator Subinventory Material Status Locator Velocity (Top 1000) Count by Locator, Row (chart) Note: This chart displays locator velocity. The metric for this graph is 'transaction count (sum)'. Sort Options Locator Locator by Count Series Dimensions (Color) (none) Row Rack Subinventory Material Status Mismatch Distinct Items by Locator, Item (chart) Note: This chart displays lot fragmentation and highlights the locators that hold items where item velocity does not match locator velocity. Sort Options Locator Locator by Distinct Items Group Dimensions (Category Axis) Locator Item Series Dimensions (Color) (none) Item Locator Items (results table) Note: The Items results table component displays the data related to velocity fragmentation. Column Sets Main Locator Descriptive Flexfield Subinventory Descriptive Flexfield View Options Hide / Show Columns Sort Reset table to default Actions Print Export Compare Generate Move Order - You can create move orders and assign destination sub/locator and user. Links Record Details Icon - select this icon to view record details. Item - link to the Item Details page. Item Status - link to the Organization Item window where you can update Organization level item attributes for your current organization. Locator Material Status - link to the Stock Locators window where you can view and define locators to identify physical areas where you store inventory items.
Velocity (Quantity) (tabbed component container)	Item Velocity (Top 1000) Quantity by Item, Locator (chart) Note: This chart displays item velocity by locator. The metric for the graphs is 'transaction count (sum)'/'transaction quantity (sum). Sort Options Item Item by Quantity Series Dimensions (Color) (none) Locator Subinventory Material Status Locator Velocity (Top 1000) Count by Locator, Row (chart) Note: This chart displays locator velocity. The metric for this graph is 'transaction count (sum)'. Sort Options Locator Locator by Count Series Dimensions (Color) (none) Row Rack Subinventory Material Status Mismatch Quantity by Locator, Item (chart) Note: This chart displays lot fragmentation and highlights the locators that hold items where item velocity does not match locator velocity. Sort Options Locator Locator by Quantity Group Dimensions (Category Axis) Locator Item Series Dimensions (Color) (none) Item Locator Items (results table) Note: The Items results table component displays the data related to velocity fragmentation. Column Sets Main Locator Descriptive Flexfield Subinventory Descriptive Flexfield View Options Hide / Show Columns Sort Reset table to default Actions Print Export Compare Generate Move Order - You can create move orders and assign destination sub/locator and user. Links Record Details Icon - select this icon to view record details. Item - link to the Item Details page. Item Status - link to the Organization Item window where you can update Organization level item attributes for your current organization. Locator Material Status - link to the Stock Locators window where you can view and define locators to identify physical areas where you store inventory items.
Capacity (tabbed component container)	Capacity Occupied Capacity by Units, Available Capacity by Units by Warehouse (chart) Note: This chart displays available and occupied capacity. Sort Options Warehouse Warehouse by Occupied Capacity by Units Warehouse by Available Capacity by Units Dimensions (value axis) Occupied Capacity by Units, Available Capacity by Units Occupied Capacity by Volume, Available Capacity by Volume Occupied Capacity by Weight, Available Capacity by Weight Group Dimensions (category axis) Warehouse Subinventory Locator Type Locator Finite Capacity Locators (results table) Note: The Finite Capacity Locators results table displays the data related to capacity analysis for locators with finite capacity, corresponding to the selected filter. View Options Hide / Show Columns Sort Reset table to default Actions Print Export Compare Links Record Details Icon - select this icon to view record details. Subinventory - link to the Material Workbench. Locator - link to the Material Workbench. Infinite Capacity Locators (results table) Note: The Infinite Capacity Locators results table displays the data related to capacity analysis for locators with infinite capacity, corresponding to the selected filter. View Options Hide / Show Columns Sort Reset table to default Actions Print Export Compare Links Record Details Icon - select this icon to view record details. Subinventory - link to the Material Workbench. Locator - link to the Material Workbench.

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

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

Region	Components
Advanced Search Boolean Search Search within	The Advanced Search component includes value search, record search, Boolean search, and partial search capabilities. You can submit keyword searches and the application provides type-ahead suggestions and displays attribute values that match the typed text. When you perform a search, the search term is added to the Selected Refinements component. As you type, you may be prompted to select a matching attribute value, or simply search for the entered text. Additional Information: See the Advanced Search Capabilities appendix in this guide for details.
Selected Refinements	The Selected Refinements component displays all values that you have selected to filter data, and allows you to quickly make adjustments to the current refinement by removing items or clearing all filters from the list.
Bookmarks	The Bookmarks component allows you to save a given navigation and component state and return to it at a later time.
Available Refinements	You can use the Available Refinements component to filter data using the following attributes: Organization 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 Available Refinements The user's responsibility has access to one Organization only Task Source Task Type Task Status Task Exception User Subinventory Locator Item Year Quarter Month Week Task Creation Date
Key Metrics (summarization 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” Warehouse 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.	Total Time (in Hours) by Task Source, Task Owner (chart) Sort Options Task Source Task Source by Total Time (in Hours) Dimensions (Value Axis) 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 Dimensions (Color) (none) 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.	Total Time (in Hours) by Task Status, Task Owner Sort Options Task Status Task Status by Total Time (in Hours) Dimensions (Value Axis) 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 Dimensions (Color) (none) Task Owner Task Source Task Type Subinventory
Task Exceptions (chart) Note: This chart displays labor utilization by different task-based exceptions.	Count by Task Exception, Task Owner Sort Options Task Exception Task Exception by Count Series Dimensions (Color) (none) 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.	Total Time (in Hours) by Task Owner, Task Source Sort Options Task Owner Task Owner by Total Time (in Hours) Dimensions (Value Axis) 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 Dimensions (Category Axis) Task Owner Year Quarter Month Week Series Dimensions (Color) (none) 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 Column Sets Main Locator Descriptive Flexfield Subinventory Descriptive Flexfield View Options Hide / Show Columns Sort Reset table to default Actions Print Export Compare Links Record Details Icon - select this icon to view record details for the selected row. Transaction ID - link to the Tasks window to view, plan, and manage warehouse tasks. The link will open the Find Tasks window. This window provides you with the option of filtering tasks before you view them. You can also use the Find Tasks window to save a query, delete an existing query, or access the Manage Tasks window.

Oracle Warehouse Management Information Discovery Plus Product Configuration

Setting Up Oracle Warehouse Management Information Discovery Plus

The Oracle Warehouse Management application configuration and setup must be completed after the installation and common configurations are completed as described in Installing Oracle E-Business Suite Information Discovery, Release 12.2 V8 (Doc ID: 2214431.1).

Setup and Configuration Steps

To set up Oracle Warehouse Management Information Discovery Plus, 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 domain 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 Information Discovery, Release 12.2 V8 (Doc ID: 2214431.1).

Loading Warehouse Management Data into the Endeca Data Domain

Clover ETL within Endeca queries WMS Views and does a full data load to the WMS data domain 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 domain which were updated in EBS after the last load. After the data has been loaded in the WMS data domain, it can be queried and shown in the WMS pages.

Warehouse Management Data Sources in the WMS Data domain

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

Restricting Data Loaded Into the Endeca Data domain Based on Organizations and Subinventories

The lookup 'Organization Control For WMS and INV Endeca Extensions' restricts data being loaded to the Endeca data domain based on Organization in the Plan Fulfillment, Track Fulfillment, Space Utilization, and Labor Utilization pages. The lookup is seeded with 'ALL' as the default lookup code to load data for all Inventory Organizations. If there is a requirement not to load data for all Inventory Organizations, then disable the default lookup code 'ALL and add the lookup code value 'Organization Code'.

The lookup 'Subinventory Control For WMS and INV Endeca Extensions' restricts data being loaded to the Endeca data domain based on Subinventories in the Space Utilization page. The lookup is seeded with 'ALL' as the default lookup code to load data for all Subinventories. If there is a requirement not to load data for all Subinventories, then disable the default lookup code 'ALL' and add the lookup code value 'Organization Code' or 'Subinventory Code'.

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 Information Discovery, Release 12.2 V8 (Doc ID: 2214431.1). 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 Warehouse Management (WMS) data domain by running graphs provided by WMS. There are four data domains for WMS:

• inv-pf - Plan Fulfillment page data domain from underlying 'wms-pf' data source

• inv-tf - Track Fulfillment page data domain from underlying 'wms-tf' data source

• inv-su - Space Utilization page data domain from underlying 'wms-su' data source

• nv-lu - Labor Utilization page data domain from underlying 'wms-lu' data source

There are four ETL sandboxes shared between Inventory and WMS. Each file contains Full load and Incremental graphs specific to the data domains 'FullLoadConfig.grf' (Full Load) and 'IncrLoadConfig.grf' (Incremental Load). ETL Sandboxes include:

• invpfetl.zip

• invtfetl.zip

• invsuetl.zip

• invluetl.zip

To load data to the WMS data domain

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:

   • FullLoadConfig.grf: Run the FullLoadConfig graph to perform a full data load.

     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 this graph from the Scheduling tab.

     FullLoadConfig.grf contains the following parameters:

     • MAX_AGE_OF_ORDERS_PF: Number of Days Old, based on Order Creation Date (For Example: If the Plan Fulfillment page should show only Sales Orders created in the last 90 days, then you should specify MAX_AGE_OF_ORDERS_PF = 90).

     • MAX_AGE_OF_ORDERS_TF: Number of Days Old, based on Order Creation Date.

     • MAX_AGE_OF_ONHAND: Number of Days Old, based on On-hand Creation Date.

     • MAX_AGE_OF_INV_TRANSACTIONS: Number of Days Old, based on Transaction Creation Date.

     • MAX_AGE_OF_TASKS: Number of Days Old, based on Task Creation Date.

       Note: The above parameters must be modified one time in the workspace.prm file under the following sanboxes on the ETL Server:

       • inv-pf - MAX_AGE_OF_ORDERS_PF

       • inv-tf - MAX_AGE_OF_ORDERS_TF

       • inv-su - MAX_AGE_OF_ONHAND and MAX_AGE_OF_INV_TRANSACTIONS

       • inv-lu - MAX_AGE_OF_TASKS

   • IncrLoadConfigTF.grf: Run the IncrLoadConfigTF incremental graph to load the incremental Track Fulfillment data.

   • IncrLoadConfigPF.grf: Run the IncrLoadConfigPF incremental graph to load the incremental Plan Fulfillment data.

   • IncrLoadConfigSU.grf: Run the IncrLoadConfigSU incremental graph to load the incremental Space Utilization data.

   • IncrLoadConfigLU.grf: Run the IncrLoadConfigLU incremental graph to load the incremental Labor Utilization data.

   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 domain:

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

Menus for Endeca Warehouse Management

Endeca Warehouse Management integration includes the following 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