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You must create two different rules that determine how Pick Release handles order lines/picking lines: Release Sequence Rules and Pick Slip Grouping Rules. Release Sequence Rules specify the order in which eligible order lines/picking lines are released. The order in which order lines/picking lines are released using a Release Sequence Rule is based on five attributes: order number, outstanding invoice value, schedule date, departure date, and shipment priority. For example, if you wanted to ensure that picking line items with the earliest Schedule Ship Dates were released before any other similar items, you could create a Release Sequence Rule that would release items with the earliest schedule dates first and then select that rule during Pick Release. You must specify a Release Sequence Rule. See: Defining Release Sequence Rules

When you release a partial quantity of an order line, Pick Release releases the available quantity and creates a new order line detail consisting of the remaining quantity. For example, if you wanted to release an order line consisting of 10 items but only 6 items were available to release, Pick Release would release the 6 items and create a new order line detail consisting of the 4 remaining items.

If an order line has an assigned ship set number, all order line details for all order lines on that order with the same ship set number are evaluated together. All the order line details in the ship set must meet the release selection criteria and have available inventory before they can be released.

If the OE: Reservations profile option is set to Yes, Pick Release reserves reservable items as it releases them. If reservations are not available for a particular item, Pick Release leaves the item unreleased. Pick Release uses item attributes you define in Oracle Inventory, such as lot and locator control, to determine which attributes must be maintained when a reservable item is released. If you place a reservation for an item and include some of the necessary inventory attribute information, Pick Release verifies the existing reservations and adds the outstanding required information. For example, if you are releasing an item under lot and locator controls and you reserve the item online to the lot level, Pick Release uses the lot you reserved to and automatically adds the locator to the reservation.

Pick Slip Grouping Rules define how picking lines are grouped together on a pick slip. You must specify a Pick Slip Grouping Rule. See: Defining Pick Slip Grouping Rules

There are two methods for running Pick Release from this window: online and concurrent. Online releases an order, departure, or delivery immediately, thus eliminating time spent waiting for the order, departure, or delivery to process through the Concurrent Manager queue. Concurrent releases multiple orders, departures, or deliveries in the background, thus allowing you to run other processes simultaneously.

Attention: You must select a warehouse the first time you enter a Shipping window. An order line may contain order line details with a different warehouse assigned to each order line detail. In this scenario, only those order line details with the selected warehouse (and those that meet your other release criteria) will be released.

Prerequisites

   You must book an order (order lines must be shippable).

   If you want to release by departure, you must have at least one planned delivery within the departure.

   Perform any other steps that are prerequisites for your order cycles.

Attention: Credit checking and holds prevent an eligible order line from releasing until the order line is reviewed and removed from hold. For example, you may have a hold on defective products received from your supplier. Oracle Order Entry/Shipping prevents release of order lines, even if they have passed all the cycle prerequisites, until the hold is removed. If credit checking is active at Pick Release, the order is evaluated to see if it violates your credit checking policies. If it does, the order is placed on hold and the lines are not released. If an order was previously on credit hold but no longer violates your credit checking policies, Pick Release automatically releases the order from credit hold and processes the appropriate order lines.

   To release a sales order concurrently:

1. Navigate to the Release Sales Orders For Picking window.

2. Enter a unique name for the batch of orders you want to release.

This batch name is printed on all shipping documents. If you leave this field blank when saving the batch, Oracle Order Entry/Shipping automatically assigns a sequential number (batch ID) for you.

Attention: You can refer to this batch name when you print the Process Exception Report.

3. Select the document set that you want to run for this pick release batch. See: Defining Document Sets

You can set the OE: Default Picking Document Set profile option or define the Default Pick Release Document Set shipping parameter to specify a default value for this field. See: Order Entry/Shipping Profile Options and Defining Shipping Parameters.

4. Select a release rule from the Based On Rule list to automatically define the remaining parameters on this window.

If you have not created a release rule or do not want to use an existing release rule, leave this field blank and define the remaining parameters on the window. See: Creating Release Rules

5. Indicate how you want Oracle Order Entry/Shipping to handle backordered picking lines. Choose from the following options from the Orders field:

Unreleased -- Releases all unreleased order lines that meet your criteria.

All --Releases backordered picking lines and unreleased order lines that meet your criteria.

Backordered -- Releases only backordered picking lines that meet your criteria.

6. Enter the shipment priority of the order lines you want to release.

If you leave this field blank, Oracle Order Entry/Shipping releases orders regardless of their shipment priority.

7. Enter a subinventory.

If you enter a subinventory, only order line details with a matching subinventory are selected. If an order line detail does not have a subinventory specified, it is not selected.

8. Choose the freight carrier for order lines you want to release.

9. Check the Autocreate Deliveries check box to automatically create deliveries for delivery lines once they are released.

Attention: This check box is only available if the Departure and Delivery fields are left blank. Autocreate Deliveries only applies to delivery lines that have not been assigned to a departure or a delivery.

10. Select the Departure containing the delivery lines you want to release.

11. Select the Delivery containing the delivery lines you want to release.

Attention: You must have selected a departure to select a delivery in this field.

12. Check the Allow Partial Release check box to allow a portion of the selected departure or delivery to be released.

13. Check the Include Planned Lines check box to release planned delivery lines that have the defined picking criteria. This check box can only be checked when a departure or delivery has not been selected.

For example, if you release an order consisting of unplanned and planned delivery lines and this check box is checked, all of the delivery lines will be released. If this check box is not checked, only the unplanned delivery lines will be released.

Attention: Planned delivery lines remain assigned to their existing departures and/or deliveries when they are released.

14. Enter the starting and ending dates for the range of Scheduled Ship Dates you want to release. The ending date defaults to the current date.

If you enter starting and ending schedule dates, Oracle Order Entry/Shipping only releases order lines whose schedule dates are on or between these dates.

15. Enter the starting and ending dates for the range of Requested Dates you want to release. The ending date defaults to the current date.

If you enter starting and ending requested dates, Oracle Order Entry/Shipping only releases order lines whose requested dates are on or between these dates.

16. Select an Order Number if you want to release lines for a single order only.

If you want to release a specific ship set, you must enter an order number in this field. Values for the Order Type and Customer fields of this window default to those for the order number you enter here. If you entered an order type before you entered the order number, you are restricted to order numbers that have the selected order type.

17. Select the order type you want to release.

18. Select the number of the specific ship set you want to release.

You can only enter this field if you entered an order number. The list for this field only displays ship sets that exist on the order you specified.

19. Check the Prior Reservations Only check box to release only those reservable items with existing reservations.

Turn this option off to release orders regardless of their current reservations status.

20. Select the Item you want to release.

21. Select a customer for the orders you want to release.

You must enter a customer name in the Customer field if you want to enter a ship to location.

22. Select a Release Sequence Rule to specify the order in which the picking lines are released. See: Defining Release Sequence Rules

You can select a Release Sequence Rule on the Shipping Parameters window to specify a default value for this field. See: Defining Shipping Parameters

23. Select a Pick Slip Grouping Rule to determine how released picking lines are grouped onto pick slips. See: Defining Pick Slip Grouping Rules

You can select a Pick Slip Grouping Rule on the Shipping Parameters window to specify a default value for this field. See: Defining Shipping Parameters

24. Choose Concurrent.

   To release a sales order online:

Attention: You must set the SHP: Release Single Orders Online profile option to Yes to release a sales order, a departure, or a delivery online.

1. Navigate to the Release Sales Orders For Picking window.

2. Select an Order Number and/or a Departure (and a Delivery) and define any remaining fields on the window to further specify release criteria.

Attention: You must select an Order Number to release a sales order online. You must select a departure (and, optionally, a delivery) to release a Departure (and a Delivery) online.

3. Choose Online.

See Also

Overview of Pick Release