How the Reserve, Pick, and Confirm Shipments Process Works

The process to reserve, pick, and confirm shipments begins with a sales order and ends with the movement of the material to a ship-to location.

The process that you use to reserve, pick, and confirm shipments begins when Oracle Fusion Cloud Inventory Management receives a sales order from Oracle Fusion Cloud Order Management or a source order from a source system, and ends when Oracle Inventory Management sends a confirmation to Oracle Order Management that it completed the movement of this material to the customer ship-to location. You can specify how Oracle Inventory Management does this movement.

The following figure illustrates the reserve, pick, and confirm process.

Explanation of Callouts

1. A user uses an order entry system, such as Oracle Order Management, to enter a sales order.

2. A Warehouse Manager uses Oracle Inventory Management to create a movement transaction.

3. Oracle Inventory Management creates an approved movement request for the sales order, which is now awaiting shipping. A movement request is a request to transfer material from the subinventory that stocks the material to the subinventory that stages this material. You can specify the staging subinventory in Oracle Order Management or on the Manage Shipping Parameters page. Oracle Inventory Management allows only one staging subinventory for each pick wave.

4. Allocate inventory for the movement request. If the Autoconfirm Pick option on the Create Pick Wave page:

   • Contains a check mark. Oracle Inventory Management allocates inventory for the movement request.

   • Doesn't contain a check mark. You must manually allocate inventory from the Confirm Pick Slip page.

   Note the following:

   • You must allocate inventory before you print pick slips.

   • A movement request uses inventory picking rules to determine how to allocate the material.

   • Shipping uses the Release Sequence Rule that you enter on the Pick Wave page or that Oracle Inventory Management defaults from the Shipping Parameters page to determine the sequence that fulfills the movement request.

   • Shipping sets the default sourcing values for subinventory, locator, revision, lot, and serial number on the movement request. You can use the Confirm Pick Slip page to modify these default values.

5. Shipping uses the Pick Slip Grouping Rule that you specify on the pick wave or that Inventory Management defaults on the Shipping Parameters page to determine how to print the pick slips.

6. Confirm the movement request for the pick slips. Note the following:

   • If the Autoconfirm Picks option on the Create Pick Waves page contains a check mark, or if the Pick Confirmation Required option on the Inventory Organization Parameters page doesn't contain a check mark, then Oracle Inventory Management confirms the pick during the picking process.

   • If Oracle Inventory Management doesn't confirm the pick during Pick Release, then you can use the Confirm Pick Slip page to confirm the pick.

7. The Pick Confirm transaction moves the material from the stock subinventory to the staging subinventory.

8. Confirm that the shipment is complete. Shipment is complete when Oracle Inventory Management loads all lines in the shipment to the customer ship-to location. A shipment includes a set of shipment lines, grouped according to common shipping attributes that Oracle Inventory Management schedules to ship to the ship-to location on a date and time. To confirm a shipment, a user in the warehouse selects the shipment on the Manage Shipments page or the Edit Shipment page, and then selects the Ship Confirm option. Note the following:

   • You must select a ship confirm rule or specify ship confirm options before you can confirm the shipment.

   • You must resolve shipping exceptions before you can confirm the shipment.

   • You must record the lot number and serial number for each item that requires these numbers.

   • You can confirm a shipment only after you confirm that you picked all the shipment lines that the shipment references.

   • Confirming a shipment might result in shipment lines that are in a variety of statuses, such as Shipped, Backordered, Staged, or Cycle Counted. Confirming a shipment is complete only when you record the quantity picked as Shipped.

9. Oracle Inventory Management sends a shipment advice that includes shipment details to Oracle Order Management.