1. Implementing Manufacturing and Supply Chain Materials Management
  2. User Roles That You Perform During Shipping

User Roles That You Perform During Shipping

The shipping flow includes multiple roles that your organization must perform, from receiving the sales order, processing the shipment, and recording the financials.

The following figure illustrates the user roles that are involved during the shipping flow.

Shipping user roles and the work each role performs

Explanation of Callouts

  1. The warehouse manager does the following work:

    • Receives a sales order from Oracle Fusion Cloud Order Management.

    • Does order fulfillment work, including processing the sales order.

    • Creates a reservation that reserves material for the sales order. This reservation prevents some other demand source from using this material.

    • Monitors and releases sales orders that this process can use to pick product in the warehouse.

    • Creates pick slips that this process can use to pick material for the outbound material movement.

    • Uses a variety of criteria to create, manage, and release pick waves that results in efficient warehouse operation.

  2. The warehouse operator does the following work:

    • Pick loads, including monitoring and performing the picking activity, and create pick slips for outbound shipments, replenishment, and requisition.

    • Search for a pick slip and confirm the pick slip in a single action. The warehouse manager can also create and distribute pick slip reports and provide instructions to the warehouse operator regarding material movement.

  3. The shipping agent does the following work:

    • Process outbound shipments, including packing, creating shipments, and resolving exceptions, confirming receipt, and doing end-of-day activities.

    • Create outbound shipping documentation, such as the carrier bill of lading when the agent confirms the shipment.

    • Send shipping messages and updates to trading partners, including the contents or a shipment, shipment status, shipment arrival details, and shipment requests. This capability lets you integrate shipping with an external system.

    • Capture the shipping costs that are associated with the shipment and assign them to a shipment, shipment line, or packing unit.

    • Do order fulfillment work, including processing bills and receivables.

    • Do financial control, including financial reporting and cost accounting.

  4. Inventory Management sends shipping information to Order Fulfillment and Cost Management for downstream processing.