AI Agent: Fulfillment Processing Assistant
Customer service representatives often contact shipping managers, requesting expedited fulfillment for high priority customer orders to ensure satisfaction and meet contractual commitments. The shipping manager must perform various tasks outside their standard procedures to facilitate immediate order picking, packing, and shipping. In such instances, they must swiftly complete each step without wasting time searching for the order across multiple pages or waiting for one task to finish before initiating the next.
You can now use the Fulfillment Processing Assistant AI agent to help you execute various steps in the fulfillment process.
The agent assists with the following:
- Provides shipment and shipment line information including:
- Shipment line status
- Ship-to customer
- Ship-to location
- Shipping method
- Scheduled or initial ship date
- Requested or planned delivery date
- Weight
- Volume
- Waybill
- Tracking number
- Shipping cost
- Shipping priority
- Freight terms
- Actual ship date
- Transportation shipment details and
- Exceptions
- Express pick an order - Supports orders with detailed reservations when express pick is enabled for the organization. Currently only supports items that aren't serial and lot control items.
- Pick release an order - If a line or item is backordered, it provides the unreserved demand quantity of the item for the next 2 weeks that may require supply.
- Suggests LPN type for packing items in an order - Recommends the LPN type (packing unit type or container item) based on the default item LPN configuration and the last used LPN for the item.
- Provides packing guidelines - Uses packing policy documents to determine whether the items in an order can be grouped into a single LPN.
- Pack an order - Supports auto pack using the default item LPN configuration. Also supports manual packing using a specified LPN type.
- Stage (Quick Ship) an order - Uses source subinventory on the shipment line, reservation details, subinventory, and locator from quick ship parameters, item transaction defaults, or item subinventory/locator associations. Currently only supports items that aren't serial and lot control items.
- Ship confirm a shipment or order.
- Generate shipping documents - Generates Packing Slip, Bill of Lading, Commercial Invoice, and Mailing Label reports and allows you to download them to the local machine.
Sample Prompts
Show all lines and items in order 2000000073.Who is the customer for shipment 2460641?What is the planned delivery date for shipment 2457629?What is the weight and volume of shipment 2460641.What are the shipping method and freight terms for shipment 2460641?What exceptions are reported for shipment 2457629?What is the line status of order 2000000073?Express pick order 2000000073.Pick release order 2000000073.Quick ship stage the order 2000000073.Stage the order 2000000073.Suggest LPN types for order 2000000073.How many LPNs are needed to pack order 2000000073?What are the last used LPNs for the item in order 2000000073?Pack the order 2000000073 using container BX001.Pack the order 2000000073 using LPN Type BX001.Pack the order 2000000073.Pack the order 2000000073 using the default configuration.What is the packing policy guideline for order 2000000073?Ship order 2000000073.Ship confirm shipment 2457629.Print shipping documents for shipment 2450664.Print packing slip report for shipment 2454640.Print shipping documents for order 2000000073.
Fulfillment Processing Assistant
The fulfillment processing assistant uses the these worker agents and tools:
Worker Agents
| Agent | Agent Description |
|---|---|
| Shipment Line Transactions Assistant | Performs actions such as Pack an order, Auto Pack an order, and Quick Ship Stage an order. |
| Shipping Documents Generator | Fetches shipment details and uses these details to run shipping reports based on user requests. |
| Pick Release Assistant | Performs pick release or express pick for a given order. If the pick release process results in backordered lines or items, it provides information about the open or future demand for those backordered items. |
| Default Packing Units or LPNs Advisor | Retrieves the default packing unit or LPN configuration and suggests how many containers are required for packing. Additionally, it suggests the last used container item number for the item. |
| Packing Policy Advisor | Determines whether the items in an order can be grouped into a single LPN based on policy guidelines. |
| Shipment Transactions Assistant | Performs shipment transactions and provides a link for viewing the shipment details. |
Tools
| Tool Type | Tool Name | Tool Description |
|---|---|---|
| Business Object | Shipment Line Change Requests | Performs actions such as Pack, Auto Pack, and Quick Ship Stage on one or more shipment lines. |
| Business Object | Shipment Lines | Retrieves shipment line information for a given order. |
| Business Object | Shipment Lines for Shipping Documents | Retrieves shipment line information for a given order. |
| Business Object | Shipments for Shipping Documents | Retrieves shipment information for a given order or shipment. |
| Business Object | Shipping Documents | Prints Packing Slip, Bill of Lading, Commercial Invoice, and Mailing Label reports. |
| Business Object | Pick Release | Performs actions such as Pick Release or Express Pick. |
| Business Object | Reservation Details for Shipment Lines | Retrieves reservation information for shipment lines. |
| Business Object | Shipment Lines for Pick Release | Retrieves shipment line information for a given order. |
| Business Object | Shipping Parameters | Retrieves shipping parameters for an organization. |
| Business Object | License Plate Number Details | Retrieves License Plate Number or LPN information for a given parent packing unit ID or LPN ID. |
| Business Object | Item Packing Unit or LPN Configurations | Retrieves the default packing unit or LPN configuration for a given inventory item in an organization. |
| Business Object | Shipment Lines for Default Packing Units or LPNs | Retrieves shipment line information for a given order. |
| Business Object | Shipment Lines for Packing Policy | Retrieves shipment line information for a given order. |
| Business Object | Shipping Item Details | Retrieves item information for a shipment line. |
| Document | Packing Policy Document | Provides information on whether different items can be combined into a single container based on policy guidelines. |
| Deeplink | Shipment Information | Provides a deep link to the Shipment Details page. |
| Business Object | Shipment Transactions | Performs shipment transactions. |
| Business Object | Shipments | Retrieves shipment information for a given order or shipment. |
| Business Object | Shipping Order Source System Details |
Retrieves source system for a given order. |
This agent significantly enhances operational efficiency and cost savings by reducing the time spent on managing tasks beyond your regular operations.
Steps to Enable
You can use AI Agent Studio to use or copy a preconfigured agent template to create Agents for your business processes. To automatically add a suffix to all artifacts in your agent team, you can Copy Template instead of Use Template. When you copy a template, you're directly taken to the agent team canvas where you can edit the agent team settings, agents, tools, and topics. The Use Template option takes you through a step-by-step process for configuring each artifact in the agent team.
Agent Template: Fulfillment Processing Assistant
Fulfillment Processing Assistant Template
For information on using AI Agent Studio, see How do I use AI Agent Studio?
If you want the agent to use a policy document for providing packing guidelines, update the Packing Policy Document in the document tool by adding a file that contains the detailed packing policy information. Set the document status to Ready to Publish, then run the Process Agent Documents scheduled process to publish it.
Tips And Considerations
- After publishing your agent, you can add it to a page by including it in the guided journey of that page. To do this, create an Agent task of type Workflow Agent for the agent, and add it to the guided journey.
- Document tools only support PDF formats for uploaded documents.
Key Resources
- Oracle Fusion Cloud SCM: Using Inventory Management guide, available on the Oracle Help Center.
- Oracle Fusion Cloud SCM: Using Shipping guide, available on the Oracle Help Center.
- Oracle AI for Fusion Applications: Using How do I use AI Agent Studio? guide, available on the Oracle Help Center.
Access Requirements
To access the Oracle AI Agent Studio for Fusion Applications and manage SCM AI agents, users must be assigned a configured job role that contains these duty roles:
- SCM Intelligent Agent Management Duty (ORA_RCS_SCM_AI_AGENT_MANAGEMENT_DUTY and ORA_RCS_SCM_AI_AGENT_MANAGEMENT_DUTY_HCM – both duty role codes are required)
- Fai Genai Agent SCM Administrator Duty (ORA_DR_FAI_GENERATIVE_AI_AGENT_SCM_ADMINISTRATOR_DUTY)
In the Security Console, filter by Roles and Privileges to find the SCM Intelligent Agent Management Duty role. Filter by Roles and Permission Groups to find the Fai Genai Agent SCM Administrator Duty role.
To interact with AI agents in product pages, users must be assigned a configured job role that contains this duty role:
-
Fai Genai Agent Runtime Duty (ORA_DR_FAI_GENERATIVE_AI_AGENT_RUNTIME_DUTY)
In the Security Console, filter by Roles and Permission Groups to find this duty role.
To allow users to interact with agents, you must also enable permission groups in the Security Console on those users’ configured job roles that contain the Fai Genai Agent Runtime Duty role. You can enable permission groups when you manage the basic information of your configured job roles.
Users’ configured job roles must also contain privileges that allow access to the pages where AI agents are enabled.