Understand how to find and pick ingredients for a batch. View the batch list summary information and identify picking materials and the ingredient summary.
This chapter covers the following topics:
Ingredient picking refers to the process of moving materials from one or more source locations and issuing them to a staging subinventory before they are consumed. This process is also called material staging to production. Firm Plan Orders (FPO) and lab batches with update inventory indicator set to No are not eligible for ingredient picking.
Ingredient picking allows paperless picking of raw materials required by production by using:
Predefined picking rules in Oracle Warehouse Management Systems (WMS) and Oracle Inventory to source the best material for the batch.
Warehouse picking task management to direct the personnel in the warehouse to retrieve material for the batch.
Mobile technology to reserve material, release, and complete a batch or batch step using mobile transactions.
Refer to the Oracle Process Manufacturing Mobile Supply Chain Application for Oracle Process Manufacturing guide for more information.
The use of the ingredient picking feature is optional and is designed to work with both Oracle Warehouse Management Systems (WMS) and non-WMS organization. If you install WMS, then the following features are available:
Material Transactions based on the WMS picking rules engine
Warehouse picking task management
Yield into License Plate Number (LPN) and subsequent putaway
Cross docking
Refer to the Oracle Warehouse Management User's Guide for more information.
When an ingredient line is picked:
A move order is created based on the picking rules established through Oracle Inventory or Oracle WMS.
The move order takes the inventory from the source subinventory and locator to the supply location required by the batch.
When there is insufficient inventory, the ingredient line is backordered. If you are using WMS, then backordered lines can be repicked when inventory is available or are eligible for cross docking if you have installed WMS.
Plan Tasks are supported as an option when using WMS. Tasks are not automatically dispatched, but can be planned together with other open tasks.
Refer to Understanding Task Creation for more information.
All materials are verified for their material status so that their effective status is consumable by process production.
The Find Batches window enables you to enter selection criteria to find batches that have ingredient requirements.
Prerequisites
To find batches with ingredient requirements
Navigate to the Find Batches window.
Make no entries to search for all records. Enter a combination of any of the following search criteria in the Standard and Advanced tabs to narrow the search:
Standard
Enter Batches as:
All to include unpicked and backordered batches. Default.
Backordered for batches that have backordered requirements only.
Enter any of the following criteria in various fields to filter search results:
| Search Criteria | Description |
|---|---|
| From Batch | To search for batches starting with this batch number. |
| To Batch | To search for batches between this batch number and batch number entered in the From Batch field. |
| Operation | To find batches that have open ingredient requirements for an operation. |
| Version | To find batches that have open ingredient requirements for a version of the operation. |
| Product | To find batches that produce a specific product. |
| Ingredient | To search for batches that use a specific ingredient. |
| Days Forward | Enter the number of days to consider requirements for the pick release. |
| Material Requirement Date, From and To | To search for batches that have ingredient requirements within a specific date range. |
| Include Pending | Select this option to search for pending batches. |
| Include WIP | Select this option to search for WIP batches. |
Advanced
Select any of the following Items:
Batch
Recipe Number
Recipe Version
Formula Number
Formula Version
Routing Number
Routing Version
Planned Start Date
Planned Completion Date
Actual Start Date
Product
Ingredient
Condition enables you to select a comparison operator. Select one of the following Conditions for the item to build a relational expression:
Equal
Greater Than
Less Than
Greater or Equal
Less or Equal
Like
The following conditions are available for queries based on dates:
Greater or Equal To Today + to generate a list of batches for which the date specified in the Item field is greater than or equal to the current date plus the value entered.
Greater or Equal To Today - to generate a list of batches for which the date specified in the Item field is greater than or equal to the current date minus the value entered.
Less or Equal To Today + to generate a list of batches for which the date specified in the Item field is less than or equal to the current date plus the value entered.
Less or Equal To Today - to generate a list of batches for which the date specified in the Item field is less than or equal to the current date minus the value entered.
Today to generate a list of batches for which the date specified in the Item field is equal to the current date.
Enter a Value for the selected condition.
Click Find.
The following information appears in the Results section:
| Field Name | Description |
|---|---|
| Batch | Displays the batch number. |
| Status | Displays the batch status. |
| Plan Start Date | Displays the planned start date for the batch. |
| Actual Start Date | Displays the actual start date for the batch. |
The Batch List Summary window displays the list of batches that meet the criteria entered in the Find Batches window.
Prerequisites
To view the batch list summary
Navigate to the Find Batches window.
Query batches as described in Finding Ingredient Requirements for Picking.
Click Requirements.
Click the Batch node.
The following information displays:
| Field Name | Description |
|---|---|
| Batch | Displays the batch number. |
| Status | Displays the batch status. |
| Plan Start Date | Displays the planned start date for the batch. |
| Plan Completion Date | Displays the planned completion date for the batch. |
| Product | Displays the name of the product produced by the batch. |
| Plan Qty | Displays the planned quantity of the product to be produced by the batch. |
| Actual Qty | Displays the actual quantity of the product produced. |
| UOM | Displays the unit of measure for the product. |
| Actual Start Date | Displays the actual start date for the batch. |
| Recipe | Displays the code for the recipe used in the batch. |
| Recipe Version | Displays the recipe version used in the batch. |
| Recipe Description | Displays brief description of the recipe. |
| Formula | Displays the code for the formula used in the batch. |
| Formula Version | Displays the formula version used in the batch. |
| Formula Description | Displays a brief description of the formula used in the batch. |
| Routing | Displays the code for the routing used in the batch. |
| Routing Version | Displays the routing version used in the batch. |
| Routing Description | Displays a brief description of the routing used in the batch. |
Use the results to perform picking as described in Picking Materials.
The Batch Summary window lets you view the batch information.
Prerequisites
To view batch summary information
Navigate to the Batch List summary window.
Click the batch node for which you require the information.
The following information displays:
| Field Name | Description |
|---|---|
| Batch | Displays the batch number. |
| Plan Start Date | Displays the planned start date for the batch. |
| Plan Completion Date | Displays the planned completion date for the batch. |
| Product | Displays the name of the product produced by the batch. |
| Plan Qty | Displays the planned quantity of the product to produce by the batch. |
| Actual Qty | Displays the actual quantity of the product produced. |
| UOM | Displays the unit of measure for the product. |
| Actual Start Date | Displays the actual start date for the batch. |
| Recipe | Displays the code for the recipe used in the batch. |
| Recipe Version | Displays the recipe version used in the batch. |
| Recipe Description | Displays brief description of the recipe. |
| Formula | Displays the code for the formula used in the batch. |
| Formula Version | Displays the formula version used in the batch. |
| Formula Description | Displays a brief description of the formula used in the batch. |
| Routing | Displays the code for the routing used in the batch. |
| Routing Version | Displays the routing version used in the batch. |
| Routing Description | Displays a brief description of the routing used in the batch. |
Pick material for batches using the Batch List Summary window. A move order is created when you pick material. You can also plan tasks and create pick slips based on pick slip grouping rules.
Refer to the Oracle Inventory User's Guide and the Oracle Warehouse Management User's Guide for information on move orders, pick slip grouping rules, and creating tasks.
To pick material for a batch
Navigate to the Batch List summary window.
Select Include to select the batch that you want to pick material for. When you select the batch, move orders are created for all the ingredients of the batch, that need to be moved to the supply subinventory. You cannot delete selected ingredients from a batch.
Enter a Pick Slip Grouping Rule.
Select Print Pick Slips to automatically submit a request to print the Pick Slip report.
Select Plan Tasks to create picking tasks for Oracle Warehouse Management Systems (WMS) to release the tasks. This is not enabled for non-WMS organizations.
Click Pick Material. When the pick release is complete a message displays the move order number.
If partial allocation occurs due to unavailable inventory, then the following message displays:
“Material requirements for some of the selected ingredients could not be fully allocated.”
A backorder is created for the remaining quantities of the ingredients. You can perform repicking for these ingredients by querying batches with backorders. Refer to Finding Ingredient Requirements for Picking for more information.
Click OK.
The Ingredient Summary window enables you to view the ingredient information for a specific batch.
To view the ingredient summary
Navigate to the batch to view ingredient information.
Click the required ingredient.
The following information displays:
| Field Name | Description |
|---|---|
| Line | Displays the number of the ingredient line containing the item. |
| Item | Displays the item number. |
| Revision | Displays the revision of the item used. |
| Item Description | Displays a brief description of the item. |
| Step | Displays the batch step number associated to the ingredient. |
| Operation | Displays the name of the operation used in the batch step. |
| Version | Displays the version of the operation used in the batch step. |
| Requirement Date | Displays the required date for the ingredient. |
| Plan Qty | Displays the planned quantity of the ingredient. |
| Actual Qty | Displays the actual quantity of the ingredient used. |
| Backordered Qty | Displays the quantity of the item that was not allocated due to inventory shortage. |
| Open Qty | Displays the quantity of the ingredient that is currently required. |
| UOM | Displays the unit of measure for the ingredient. |
| Subinventory | Displays the subinventory from which the ingredient is consumed. |
| Locator | Displays the locator from which the ingredient is consumed. |
| Plan Start Date | Displays the planned start date for the batch. |
| Plan End Date | Displays the planned completion date for the batch. |
| Actual Start Date | Displays the start date for the batch. |