Oracle Warehouse Management Reports

This chapter covers the following topics:

• Overview of Reports
• Material Status Change History Report
• Material Status Where Used Report
• Cycle Count Reports
• ASN Discrepancy Report
• Consolidation Report
• Space Utilization Report
• Scheduled Shipment Report (Without Barcodes)
• Concurrent Requests
• Archiving Tasks
• Calculate Billing Units
• Dynamic Replenishment
• How to Purge Tables
• Generate LPN
• Oracle Warehouse Management Bulk Task Generation
• Push Replenishment
• Synchronize Dock Doors with Transportation Management
• Un-archive Oracle Warehouse Management Tasks
• Wave Planning Concurrent Requests

Overview of Reports

Oracle Warehouse Management provides you with reports, intended for different business needs. Detailed information on submitting and analyzing Oracle Warehouse Management reports is provided in the following topics:

• Material Status Change History Report

• Material Status Where Used Report

• Cycle Count Reports

• ASN Discrepancy Report

• Consolidation Report

• Space Utilization Report

• Scheduled Shipment Report (Without Barcodes)

Material Status Change History Report

Material Status Change History Report provides a history of every material status change that has occurred on a given serial, lot, locator, or subinventory. If no lot number is entered, but a lot controlled item is entered on the report parameters, then the history of all lots of that item will be included on the report. Similarly, if no serial number is entered, but the serial controlled item is entered on the report parameters, then the history of all serials of that item will be included on the report.

Report Submission

Navigate to the Submit Request window and enter, or select from the list of values, Material Status Change History Report in the Name field.

Report Parameters

• Organization Code

• Subinventory Code

• Locators From and To

• Item (Lot Controlled)

• Lot Number

• Item (Serial Controlled)

• Serial Number

• Date From and To

Material Status Where Used Report

Material Status Where Used Report provides a detailed list of serials, lots, locators, and subinventories that have been assigned a particular material status.

Report Submission

Navigate to the Submit Request window and enter, or select from the list of values, Material Status Where Used Report in the Name field.

Report Parameters

• Organization

• Material Status From and To

• Search in Subinventories

• Search in Locators

• Search in Lots

• Search in Serials

Cycle Count Reports

Cycle Count Listings

The Cycle Count Listing report shows all of the scheduled requests for a specified time period. This report includes both manually and automatically scheduled items.

Report Submission

Use the ABC and Counting Reports or Submit Requests window and enter Cycle count listing in the Name field to submit the listing.

Report Parameters

Cycle Count Name

• Select a cycle count name.

  The report shows cycle count items included in this cycle count.

Start/End Date

• Enter a starting and/or ending date to restrict the report to a range of schedule dates.

Include Recounts Only

• Select Yes or No to indicate whether to print recounts only.

Subinventory

• Select a subinventory to restrict the report to a single subinventory.

Display Serial Numbers

• Select Yes or No to indicate whether the report will include serial numbers for the items listed.

Cycle Count Pending Approval

The Cycle Count Pending Approval report shows those counts that were entered and are currently pending approval. The supervisor or manager with the authority to approve cycle count adjustments would typically run this report to monitor the approval queue.

Report Submission

Use the ABC and Counting Reports or Submit Requests window and enter Cycle counts pending approval report in the Name field to submit the report.

Report Parameters

Cycle Count Name

• Select a cycle count name.

  The report shows cycle count items included in this cycle count.

Sort Option

• Select one of the following options:

  • By Item

    Sort the report by subinventory and then by item within the subinventory.

  • By Locator

    Sort the report by subinventory, then by locator within the subinventory, and then by item within the locator.

Display Serial Numbers

• Select Yes or No to indicate whether the report will include serial numbers for the items listed.

Cycle Count Entries and Adjustments

The Cycle Count Entries and Adjustments report shows all cycle count entries for a specified time period. It analyzes the number of cycle counts transactions that you make against an item, and the number of units that you actually adjust. This report also calculates the value, in your functional currency, of the adjustments to inventory.

Report Submission

Use the ABC and Counting Reports or Submit Requests window and enter Cycle count entries and adjustments report in the Name field to submit the report.

Report Parameters

Cycle Count Name

• Select a cycle count name.

  The report shows cycle count items included in this cycle count.

Subinventory

• Select a subinventory to restrict the report to a single subinventory.

Start/End Date

• Enter a beginning and/or ending transaction date to restrict the report to a range of cycle count transaction dates.

Display Serial Numbers

• Select Yes or No to indicate whether the report will include serial numbers for the items listed.

Cycle Count Hit/Miss Analysis

The Cycle Count Hit/Miss Analysis report shows, for each cycle count class, the total number of count entries and the number of counts outside the limits of the user-specified hit/miss tolerances. The report also calculates the overall accuracy percentage, broken down by cycle count class and subinventory. This report is based on the first count only, not recounts.

Report Submission

Use the ABC and Counting Reports or Submit Requests window and enter Cycle count hit/miss analysis in the Name field to submit the report.

Report Parameters

Cycle Count Name

• Select a cycle count name.

  The report shows cycle count hit/miss analysis associated with this cycle count name.

Start/End Date

• Enter a starting and/or ending date to restrict the report to a range of dates.

ASN Discrepancy Report

The ASN discrepancy report enables users of Oracle Warehouse Management to generate a report that details any discrepancies between the material information that a supplier sent on their ASN, and the material information that was collected at the time of actual receipt. The ASN Discrepancy Report is only valid for material that was not received through an Express Receipt, but through a Confirmed Receipt instead.

At the time of Confirmed receipt, you can enter different LPNs, Items, Quantities, Lots and Serials than what was shipped on the ASN. This report enables you to see the difference between the expected information and the actual information. The report also enables you to specify what types of discrepancies to report on and other parameters to control the behavior of the report.

Report Submission

Log into the application and navigate to the Submit Request window. In the Name field, enter, or select from the list of values, Oracle Warehouse Management ASN Discrepancy Report.

Report Parameters

Organization

• The organization for which Oracle Warehouse Management ASN Discrepancy Report will be executed.

Shipment Num

• The shipment number to query for ASN Confirm Receipts.

Item

• The item number to query for ASN Confirm Receipts.

From Date

• The earliest date ASN receipts should be searched for ASN Confirm Receipts.

To Date

• The latest date ASN receipts should be searched for ASN Confirm Receipts.

Supplier

• The supplier that should be searched for.

Supplier Site

• The supplier site that should be searched for.

Check LPN

• Include expected and received LPNs on the report.

Check Revision

• Include expected and received revisions on the report.

Check Lot Number

• Include expected and received lot numbers on the report.

Check Serial Number

• Include expected and received serial numbers on the report.

Show Only Discrepancies

• Display all ASN Confirm Receipts that met the selection criteria, or display only those that had discrepancies.

Consolidation Report

A consolidation report is available to help direct manual consolidation based on sales order, delivery, or trip. This report displays all staged LPNs for a given sales order, delivery, or trip.

Report Submission

Use the following instructions to run the Consolidation Report.

1. Navigate to the Submit Request window.

2. Enter, or select from the list of values, Consolidation Report in the Name field.

3. In the Parameters window, enter, or select from the list of values, the organization that you want to run the report against.

4. Enter one of the criteria in the Parameters window and submit your request.

   Note: Only one of the following criteria should be entered per request: Trip, Delivery, Sales Order Type and Sales Order Number, and Customer Name. While the report supports entering any combination of criteria, the report will only include LPNs that meet all the criteria. Therefore, entering multiple criteria will likely not return data.

Report Parameters

The Consolidation Report parameters include the following:

Organization

• The organization that you want to run the report against.

Trip

• The trip for which staged LPNs should be included.

Delivery

• The delivery for which staged LPNs should be included.

Sales Order Type and Sales Order Number

• The sales order for which staged LPNs should be included.

Customer Name

• The customer for which staged LPNs should be included.

Check LPN Multiple Association

• Include additional data on whether the LPNs have been staged for other sales orders, deliveries, and trips in addition to that which has been queried.

The Consolidation Report displays the following fields:

• Trip Number

• Delivery Number

• Sales Order Number

• All LPNs that belong to the search criteria

• Current location (subinventory and locator)

• Items (Item Number)

• Unit of measure (UOM)

• Quantity in the primary UOM (Qty)

• Secondary unit of measure

• Quantity in the secondary UOM.

• A flag which lets the user know whether the LPN contains items that either belong to multiple sales orders, multiple deliveries, or multiple trip stops

• Trip Stop Location (if a trip exists)

• Status of the delivery detail (Staged, Released to Warehouse, and so on)

  Note: It is only possible for LPNs to be staged for multiple sales orders, deliveries, or trips if bulk picking has been used. Therefore, if bulk picking is not used in the organization, the output will be easier to read and also will complete faster if this option is disabled.

Space Utilization Report

The Warehouse Space Utilization report provides a current snapshot of the capacity and percentage fill of a location in the warehouse. Querying by percentage of space used will show all the locators below or above a certain percentage. It can also be used to find empty locators. The percentage usage can be queried by units, volume, and weight.

Distribution managers may use this information to create replenishment transactions, run the min-max report, or analyze item locator storage relationships.

Report Submission

Log into the application and navigate to the Submit Request window. In the Name field, enter, or select from the list of values, Warehouse Space Utilization Report.

Report Parameters

• Organization

• Subinventory

• Locator

• Detail Level: Subinventory or Locator

• Weight Fill %

• Weight Operator: <, =, >

• Output Weight UOM

• Volume Fill %

• Volume Operator: <, =, >

• Output Volume UOM

• % Utilization by Units

• Units Operator: <, =, >

• Order By: Subinventory, Locator, Travel Sequence

• Include Non Convertable Stock: Yes/No

The Space Utilization report displays the following information:

• Subinventory

• Detail Level Quantity Unpacked

• Detail Level Quantity Packed

• Total On-Hand Quantity for Detail Level

• Locator (if the detail level is locator)

• Detail Level Weight (UOM)

• Detail Level Weight Fill %

• Detail Level Volume (UOM)

• Detail Level Volume Fill %

Scheduled Shipment Report (Without Barcodes)

The direct ship process is facilitated by the Scheduled Shipment report. The Scheduled Shipment report displays sales order lines that meet certain user-defined criteria and are ready to be shipped. The report includes details of the sales order line, delivery, and trip stop. The report also displays several additional fields specific to the customer's manufacturing line: customer production line, customer production sequence, customer dock code, customer job, and customer model serial.

Report Submission

Log into the application and navigate to the Submit Request window. In the Name field, enter, or select from the list of values, Scheduled Shipment Report or Scheduled Shipment Report without Barcodes.

Report Parameters

• Organization

• Customer

• Sales Order Type

• Sales Order Number

• Sales Order Line Number

• Schedule Date From

• Schedule Date To

• Requested Date From

• Requested Date To

• Delivery

• Trip

• Project

• Task

• Print Prior Reservations Only

• Print Customer Production Details

The Scheduled Shipment report displays the following fields:

• Trip

• Delivery

• Ship To

• Intermediate Ship to Location

• Schedule Shipment Date

• Requested Date

• Barcode

• Sales Order

• Order Line No

• Item, Revision, Description, UOM, and Secondary UOM

• Ship Set

• Requested Quantity

• Secondary Requested Quantity

• Reserved Quantity

• Secondary Reserved Quantity

• Shipment Tolerance Above and Below

• Project

• Task

• LPN

• Customer Production Sequence

• Customer Production Line

• Customer Dock Code

• Customer Job

• Customer Model Serial

Concurrent Requests

You can also run concurrent requests within Oracle Warehouse Management. Concurrent requests are similar to reports in that you must submit a request for the process to run. You can run the following concurrent requests.

• Archive Oracle Warehouse Management Tasks

• Dynamic Replenishment

• Oracle Warehouse Management Bulk Task Generation

• Purge Oracle Warehouse Management History Tables

• Push Replenishment

• Synchronize Dock Doors with Transportation Management

• Un-archive Oracle Warehouse Management Tasks

Archiving Tasks

You can use the Archive Oracle Warehouse Management Tasks to archive tasks. For inbound tasks tied to an operation plan, you can archive only tasks that belong to a completed or aborted operation plan. You cannot archive an in progress plan. For other tasks types not associated with an operation plan, you can archive any completed task.

1. Navigate to the submit requests window.

2. Select Archive Oracle Warehouse Management Tasks as the request type.

3. Enter the following parameters:

   • Program Parameters

   • Organization Code

   • Past Exempt Days

   • Archive Batches

4. Submit the request.

Calculate Billing Units

This concurrent program calculates the billing units for each service provided to a client on a periodic basis. This program is used in conjunction with the third party logistics billing service agreements where the services rendered are translated into billing rules, and applied on the transactional records to determine the invoice amount.

To run the Calculate Billing Units concurrent program

1. Navigate to the Calculate Billing Units concurrent program.

   

2. The Service Agreement Operation Unit field and Source to date fields are mandatory. However, if you leave the remaining fields blank, then the billing units are calculated for all the billing rules.

3. Enter the following parameters as desired:

   • Service Agreement Operation Unit (mandatory value): Select from the operating unit that you have access to. This Operating Unit field does not affect how the transactions are selected or evaluated by the Calculate Billing Units program.

   • Client: Select a client to restrict the calculation of billing units for the selected client.

   • Rule Name: Calculates the billing units for the rule name associated with the billing rules attached to active service agreements.

   • Service Agreement#: Calculates the billing units for the selected service agreement from the billing rules attached.

   • Service Item: Calculates the billing units for the unique list of active service items from the billing rule.

   • Source to date (mandatory value): To calculate the billing units, the date range between the last computation date parameter and the source to date parameter are evaluated. To identify the transactions completed in this date range, the Creation Date field is considered in the corresponding transaction tables rather than the transaction date. The timestamp will also be shown with the date.

Related Topics

Creating Billing Rules

Dynamic Replenishment

You use the Dynamic Replenishment concurrent request to restart the dynamic replenishment process if it fails. The Dynamic Replenishment concurrent request creates a replenishment move order that is generated after the pick release process. It contains the following parameters:

• Batch ID: The pick release batch ID

• Organization: The current organization

• Plan Tasks: The system uses the warehouse control board to plan the replenishment tasks

• Release Rule: The release rule to use to generate the replenishment move order

How to Purge Tables

To prevent the history tables from growing too large, a concurrent request is provided to purge Oracle Warehouse Management tables. You can purge the Device, LPN, and Label history tables. You can also purge the LPN records tables. You have the option to specify how often this concurrent request runs, and request up to which day should be removed. The request takes a value of hours as a parameter and deletes any requests that are older than the number of hours entered.

1. Navigate to the Purge Oracle Warehouse Management window.

2. Enter the following parameters:

   • Purge Date

   • Purge Name

   • Purge Age

   • Purge Type (Device, LPN or Label)

3. Submit the request.

Generate LPN

Use the Generate LPN concurrent program to generate LPNs based on client-specific LPN parameters.

To generate LPN

1. Navigate to the Submit Request window.

2. Select Generate LPN as the request type.

   

3. Enter the following parameters as desired:

   • Org Parameters: Select No or Yes.

     Note: If you select Yes, only the Quantity and Client fields are enabled.

   • Total Length: Defines total length of characters for the LPN.

   • LPN Prefix:

   • Starting Number

   • UCC-128 Suffix

   • LPN Suffix

   • Quantity (mandatory field)

   • Cost Group

   • Client: Select the client for which you want to generate LPNs.

Oracle Warehouse Management Bulk Task Generation

The concurrent program is a way to bulk tasks after creation across pick waves. If the pick release batch size is small then the current request program will be the most suitable option. The program will first examine the input parameter criteria, which is restriction criteria for what is suitable for bulk picking. The hard coded restriction criteria is that material has to be in a status of unreleased, should not have been released with a status of order picking and should not be cartonized. The following table outlines the concurrent request program input parameters:

1. Navigate to the submit requests window.

2. Select Oracle Warehouse Management Bulk Tasks Generation as the request type.

3. Enter the following parameters:

   • Organization-The user may select any Oracle Warehouse Management enabled organization from where the units of work will be grouped together

   • Move Order (From) / Move Order (To)- The move order range will allow users to specify a from and to move order number. The move order number corresponds to the batch number for pick release.

   • Pick Release Date (From) / Pick Release Date (To)- This allows the user to specify the date range of when material was pick released. Thus the user may want to request that all orders that were pick released today can be batched together.

   • Pick From Subinventory- This is the subinventory from where material is allocated. If the user specifies a subinventory, then only material allocated from that subinventory is examined for bulk picking.

   • Item- If filled in, then only this particular item will be examined by the bulk picking grouping logic.

   • Delivery- This restricts the delivery that is examined for grouping.

   • Trip- This restricts the trip that is examined for grouping. Note that the trip and delivery are independent variables as part of this report.

   • Only bulk enabled items / subinventories- If marked with YES, then only items and subinventories that are bulk pick enabled will be contenders for bulking. If NO, then all items and subinventories are possible targets.

4. Submit the request.

Push Replenishment

The Push Replenishment concurrent request determines the net replenishment quantity and creates replenishment move orders. It contains the following parameters:

• Item- Item for filtering demand

• Item Classification- Item classification based on ABC compile

• ABC Compile Group- ABC compile group

• Sales Order Type- Type of sales order

• Customer Class- Customer class for customer referred on the sales order

• Customer- Customer listed on the sales order

• Carrier- Carrier listed on the sales order

• Ship Method- Ship method listed on the sales order

• Scheduled Date To- Specified in days for example, +3 days

• Scheduled Ship Date From- Specified in days for example, -3 days

• Forward Pick Subinventory- The destination subinventory for push replenishment

• Replenishment UOM- The UOM used to calculate replenishment demand

• Replenishment Lot Size- Rounding quantity for replenishment. The system automatically rounds up to the next lot size.

• Minimum Order Lines Threshold- The minimum order of sales order lines needed for replenishment to occur

• Minimum Threshold for Replenishment-Net demand required to generate replenishment

• Number of items to be Considered for Replenishment- The number of items considered for replenishment. If you set this number, then only the top items considered based on sort criteria will be considered for replenishment.

• Sort Criteria- Total Demand Quantity and Number of Order Lines

• Auto Allocate- The system allocates the replenishment move orders

• Plan Tasks- The system uses the warehouse control board to plan the replenishment tasks

Synchronize Dock Doors with Transportation Management

The Synchronize Dock Doors with Transportation Management concurrent program sends all the selected dock doors and their corresponding location information from Oracle Warehouse Management to Oracle Transportation Management.

1. From the Warehouse Manager responsibility, select Outbound Logistics, then select Synchronize Dock Doors with OTM.

2. Enter the parameters such as the Organization and update dates.

3. Click Submit to run the concurrent request to synchronize the dock doors.

4. After you run the concurrent program, verify that it has completed successfully by reviewing its status in the Requests window.

5. After the dock door information is synchronized, you can view the dock doors in Oracle Transportation Management when viewing or setting up appointments (typically in the Manage Appointments page).

Un-archive Oracle Warehouse Management Tasks

You can un-archive Oracle Warehouse Management tasks and return them to the Oracle Warehouse Management history tables. To un-archive Oracle Warehouse Management tasks

1. Navigate to the submit requests window.

2. Select Un-archive Oracle Warehouse Management Tasks as the request type.

3. Enter the following parameters:

   • From Date

   • To Date

   • Organization Code

   • Un-Archive Batches

4. Submit the request.

Wave Planning Concurrent Requests

The following section describes the concurrent requests available for wave planning.

Related Topics

Overview of Wave Planning

Planning a Wave

Creating a Wave

Viewing Waves Using the Wave Dashboard

Viewing Waves Using the Wave Workbench

Setting Up Task Release Options

Launch Task Release Concurrent Request

In the Task Release Setup window, you can create one or more templates that define default options for releasing tasks. To run the task release process, select the desired template in the Launch Task Release concurrent request window, then run the request. When the request runs, the tasks are released according to the conditions defined in the selected template.

Note: You can create or modify task release conditions for a template the Task Release Setup window. You can create one or more templates.

Cartonization at Task Release

The Launch Task Release concurrent request can cartonize the tasks across pick release batches based on the cartonization options set up in the Organization Parameters window (Warehouse tab). Cartonization eliminates suboptimal packing configurations by suggesting the best cartons to use based on grouping rules, carton weight capacity, carton volume, and the dimensions of the items to be packed in comparison to the carton's dimensions.

Submission

Navigate to the Launch Task Release window, select the parameters, and click OK. Then run the request by clicking the Submit button in the Submit Request window

Parameters

• Organization Code: Select the organization.

• Task Query Name: Select the status of the tasks to be released such as completed, pending , uncompleted, or unreleased.

• Task Release Criteria: Select an existing template with the desired task release criteria.

Related Topics

Oracle Warehouse Management User's Guide, Cartonization, Consolidation, and Packing

Oracle Warehouse Management Implementation Guide, Warehouse Organization Setup

Setting Up Task Release Options

Wave Planning - Catch Exceptions Concurrent Request

The Wave Planning - Catch Exceptions concurrent request scans waves and logs exceptions based on the entity, progress, and threshold specified. You can create exceptions during any stage of the picking process; the system prioritizes the exceptions based on the following hierarchy:

1. Dock door appointment.

2. Scheduled ship date.

3. Excepted ship date (if neither a dock door appointment or scheduled ship date exists).

Optionally, you can take specific corrective measures. For example, you could create an exception that logs a severe exception if a wave is not 95% picked ten hours before a dock door appointment. You can choose to take corrective measures within the concurrent request, or later using the Wave Workbench window.

Submission

Navigate to the Wave Planning - Catch Exceptions window and, after verifying the correctness of the parameters data, click OK. Then run the request by clicking the Submit button in the Submit Request window.

Parameters

• Organization Code: Select the organization.

• Wave Number: Optionally, select a wave number.

• Entity: Select the entity to base the exception on such as a delivery, order, order line, trip, or wave.

• Progress Stage: Select the stage during the wave's progress when exceptions should be logged; for example, to log exceptions at the picking stage, select Picked.

• Completing Threshold: Select the completion threshold value (from 0-100) to provide a margin of tolerance before an exception is logged.

• Low/High Threshold (Hrs): Enter the threshold tolerance values in hours to provide a margin of time before an exception is logged.

• Take Corrective Measures: Select whether you want the system to take corrective action when an exception is encountered.

Wave Planning Initiate Process Concurrent Request

Use this concurrent request to create, plan, and release a wave based on the conditions specified on the wave template (you must have already created a wave template). You can schedule the wave manually with a template.

Submission

Select the Wave Planning Initiate Process concurrent request, then run the request by clicking the Submit button in the Submit Request window.

Parameters

• Wave Template Name: Select a template name.

• Wave Number: Optionally, select a wave number to initiate wave planning for a specific wave.

• Organization Code: Select the organization.

Wave Planning Plan Wave Concurrent Request

Use this concurrent request to plan the wave for fulfillment and labor requirements based on a specific template name. You can run this request either by clicking the Plan Concurrently button in the Plan Wave window or running the concurrent request from the Submit Request window.

Submission

Select the Wave Planning Plan Wave request, then run the request by clicking the Submit button in the Submit Request window.

Parameters

• Wave Number: Select the wave to be planned.

• Planning Criteria Id: Select the planning criteria for the wave by selecting an existing template.

Wave Planning Release Wave

Submission

Select the Wave Planning Release Wave concurrent request, then run the request by clicking the Submit button in the Submit Request window.

Parameters

Wave Number: Select the wave number to be released.