Considerations for Managing Shipping Parameters

Shipping parameters affect how Oracle Shipping creates and confirms a shipment, and how it interacts with Oracle Fusion Cloud Inventory Management.

Consider the following questions when you set shipping parameters:

How will your organization create, process, and confirm shipments?
How will Oracle Shipping update Oracle Inventory Management?

Create and Confirm Shipments

Before selecting the shipping parameters, you must plan how your organization will create, process, and confirm shipments. Consider the following before configuring the shipping parameters for each of your ship-from organizations.

Which shipment creation criteria to use?

Consider your organization's criteria for creating shipments; if a shipment can be created across sales orders or must be created from within a sales order.
Which confirm rule to use?

Consider your organization's usage of a specific confirm rule and decide which can be used as the default rule during confirmation. Select the commonly used rule in your organization to save time and quickly confirm shipments.
What weight UOM class and volume UOM class to use?
What currency to specify?

Consider your organization's range of transactions in a particular currency.
Whether to enable automatic packing?

Consider your organization's usage of packing shipment lines into packing units. Note that the shipment lines to be automatically packed are grouped together by shared attributes such as ship-to location and the shipment line information can't be changed until the shipment is unpacked.
Whether to consolidate backordered lines?

Consider your organization's policy on consolidating a line that was split and backordered with other backordered lines.
Whether to enforce packing?

Consider your organization's practice of requiring every shipping line in a shipment to be packed.
Whether to enforce shipping method?

Consider your organization's practice of requiring a record of shipping method for each shipment.
Whether to enable future ship date?

Consider your organization's policy on recording an actual ship date in the future.
Whether to enable carrier manifesting?

Consider if you want to enable carrier manifesting for the shipments in the warehouse.
Whether to send fully reserved lines, partially reserved lines, or all lines without creating reservations to an external execution system?

Consider your organization’s requirement on sending shipment lines to an external execution system with or without checking reservation and material availability. Also, consider your organization’s policy on splitting and sending partial shipment lines based on material availability to an external execution system.

Update Oracle Inventory Management

Consider the following dependencies before configuring your organization's shipping parameters on updating Oracle Inventory Management tables.

Whether to defer sending inventory updates to integrated applications?

Consider your organization's preference on delaying updates to Oracle Inventory Management tables once the shipment is confirmed. If you choose to defer sending inventory updates to integrated applications, then the Shipping interface does not initiate updates to Oracle Inventory Management interface tables and in turn, the inventory processor does not pick up or update the inventory tables.
Whether to defer online processing of inventory updates?

Consider your organization's preference on delaying processing of records in Oracle Inventory Management.
How much inventory interface batch size to specify?

Specify the number of records that are selected for processing in a batch in Oracle Inventory Management. Consider the maximum number of records your organization would prefer to be processed in a batch. Note that an optimum batch size reflects inventory updates faster in the application.

Set Shipping Parameters

Consider the following items when you set a shipping parameter on the Manage Shipping Parameters page in the Setup and Maintenance work area.

Parameter	Description
Appending Limit	Select one of the following values: Do Not Append. Do not enable Shipping to append a shipment. Start of Staging. Enable Shipping to append a shipment after it stages at least one of the fulfillment lines that the shipment references. End of Staging. Enable Shipping to append a shipment after it stages all fulfillment lines that the shipment references.
Packing Slip Document Sequence Category	Select a value that specifies the document sequence category to use for the packing slip. You can use this parameter to specify the starting packing slip number, or to specify whether or not the sequence contains gaps or is continuous without gaps.
Bill of Lading Document Sequence Category	Select a value that specifies the document sequence category to use for the bill of lading. You can use this parameter to specify the starting bill of lading number, or to specify whether or not the sequence contains gaps or is continuous without gaps. If you don't select a value, the document sequence category is based on the preseeded category `ONT:1`.
Commercial Invoice Document Sequence Category	Select a value that specifies the document sequence category to use for the commercial invoice. You can use this parameter to specify the starting commercial invoice number, or to specify whether or not the sequence contains gaps or is continuous without gaps. If you don't select a value, the document sequence category is the same as the shipment number.
Consolidate Backordered Lines	If this parameter is selected, Oracle consolidates any line that was split and then subsequently backordered. It consolidates this line with the backordered lines that existed before the split. Shipping searches for existing backorders for the shipment line when a backorder occurs. If it finds an existing backorder, then it consolidates the current backordered shipment line with the existing backordered shipment line. Shipping only consolidates backordered lines that aren't assigned and not packed.
Required on Packing Slip	Select the options to print on the packing slip: Packing Slip Status. Print Draft or Final on the packing slip. Shipment Description. Print the description that the user enters for the shipment. Transportation Reason. Print the reason for sending the goods that the user enters for the shipment. The options selected for this parameter print on the packing slip. By default, no options are selected.
Enable Carrier Manifesting	If this parameter is selected, Shipping sends shipments to the carrier manifesting system so that this system can confirm the shipment. Only shipments that are open and that include lines that are assigned, staged, and packed are sent. Packing is performed prior to manifesting because Shipping can only manifest packed lines. A shipper can use carrier manifesting to process shipments that use carriers that are integrated with Shipping. The carrier manifesting process does the following work: Weigh parcels. Calculate freight cost. Create shipping documents. Send manifest data to systems that third party carriers use.
Publish Transactional Events	If this parameter is selected, the shipping transaction event for backordered quantities is always published.
Reservation Behavior for Integration to External Systems	Select one of the following values: Fully reserved lines. If you select this parameter, Shipping sends fully reserved shipment lines as shipment requests to your third-party logistics provider or warehouse management system. Partially reserved lines. If you select this parameter, Shipping sends partially reserved shipment lines (from available on-hand goods) as shipment requests to your third-party logistics provider or warehouse management system. All lines without creating reservation. If you select this parameter, Shipping sends all shipment lines based on demand selection criteria as shipment requests to your third-party logistics provider or warehouse management system without checking material availability and creating reservations By default, this shipping parameter doesn't have a value. The default behavior is the same as Fully reserved lines.
Pick Release Batch Size	If you don't set this parameter, the default pick release batch size is set to 50 lines. Setting a small value, less than 1,000, for the batch size might generate more shipments than expected. Any value greater than 999 for this parameter is interpreted as 999 by the application
Trade Compliance Screening Method	Select one of the following values to set the default screening method for all shipment lines: None. Shipment lines aren't screened for trade compliance. Pick confirm. You must submit shipment lines for trade compliance screening as soon as the lines are picked and staged. However, for outside processing and return to supplier order types, you must submit shipment lines for trade compliance screening as soon as the lines are created. User initiated. You must manually submit shipment lines for trade compliance screening after the lines have been picked and staged.
Shipping Tolerance Behavior	Select one of these values: Under Tolerance: Closes the fulfillment line as soon as the shipped quantity is either equal to or greater than under tolerance quantity Requested Quantity: Closes the fulfillment line as soon as the shipped quantity is either equal to or greater than the requested quantity.
Process outbound shipment lines before raising event	If this parameter is selected, the Generate Shipment Request scheduled processes will select shipment lines based on demand criteria, reserve them if appropriate, update the Batch ID field on all eligible lines, mark the lines as interfaced, and then raise the Outbound Shipment Request event. If this parameter is not selected, the Generate Shipment Request scheduled process creates a shipment request batch containing the demand and processing criteria and then raises the Outbound Shipment Request event. In this case, you must use the Shipment Line Change Request REST resource or Material Shipment Line SOAP service in the integration layer to process the shipment lines.
Overshipment Tolerance for Transfer Orders	Select a value that specifies the overshipment tolerance percentage for the organization.
Undershipment Tolerance for Transfer Orders	Select a value that specifies the undershipment tolerance percentage for the organization.