1System Overview

Parent-Child Company Hierarchy

In WMS, companies are divided into parent and child companies. This structure exists in order to help 3PLs view and manage their clients’ inventory separately. Depending on how many clients and how many warehouses the 3PL has, views can be managed accordingly:

To toggle a specific Distribution Center (DC) view for a company, select the choices from the two drop-down menus located at the top right of the UI screen.

In the following screen, the first drop-down denotes a facility (DC), while the second drop-down denotes the companies in the environment:

User Menu Configuration

Oracle Workforce Management Cloud organizes user structure in the following way:

Users, Groups and Menus

Users are separated into groups based on their operational purpose in the warehouse. Every user within a group shares the same user interface (UI) and radio frequency (RF) menus. Within each menu, you can configure user permissions and parameters for RF menus.

What is a UI menu?

The UI menu is a series of views that are accessible to you in the WFM via the browser. A menu view allows you to create a UI menu and add the menu to a group.

What is an RF menu?

The RF menu is the series of transactions that are accessible to you via the RF gun on the warehouse floor. You can use screens, or modules to perform processes such as Clocking, Break, and Employee Inquiry. Similar to creating the UI Menu, a menu view on the browser allows you to create an RF menu and add the menu to a group.

When you use the transactions on the RF handheld, you must ensure that you are operating the transactions in the correct facility. You can verify this on top of any view in RF as highlighted in the following figure:

Note: To change facilities, press Ctrl-F and type in the Facility code.

Creating Users

You can create new users via the user’s screen where you can define the following:

• Username and password
• The facilities and companies the user has access for
• The user’s role (Administrator, Management, Supervisor, etc.)
• The user’s default group (UI and RF Menus)
• The user’s language (corresponding/desired/appropriate supported language)
• The user’s fixed equipment type

Creating New Users

1. On the Users screen.
2. Click the Create button and populate the necessary fields:
3. Click Save when done.
4. To configure the Facilities and Companies that the user needs to have access to, select the user and click the Eligible Facilities/Eligible Companies buttons. This takes you to the respective views that lists all the facilities/companies.
5. Click the Create button to add new Facilities or Companies.
6. When finished, return to the main screen.
7. To assign Equipment Types to a user:
   • Select user.
   • Click on assign_equipment_type.
   • Select an Equipment Type from the drop-down menu.
   • Click on submit.
   Note: Equipment Types must be first defined in the Equipment Types screen before assigning them to users.

Note for Key Fields

• RUT: Unique identifier (alphanumeric). Must be same as defined in WMS for this user
• Type: Field used to distinguish between internal and external users.
• Facility: Defines the default Facility that the user is displayed upon login.
• Company: Defines the default company that the user is displayed upon login.
• Shift: Defines the user’s shift, if applicable. Shifts are created in the Shifts screen, which defines the start and end time.
• Role: Defines the user’s role in the warehouse. Each role has a different set of permissions for viewing reports in Oracle Workforce Management Cloud (UI permissions only).
• Language: Sets the user’s language (English or Spanish).
• Default Group: Defines the default group that is displayed when this user logs in. Users can be assigned to multiple groups via the Groups button. If a user is assigned to multiple groups, user can switch Group views by clicking the drop-down next to his name on the top right and then clicking View, and finally selecting the desired Group.

Configuring Menus for Users

There are five steps to add Group menus.

• Creating UI and RF Screens
• Adding Screens to different Menus
• Assigning Menus to Groups
• Assigning Groups to Users
• Creating and Assigning Facilities & Companies to Users

Creating UI and RF Screens

1. On the Screens UI view, click Generate Screens.
2. Select all the necessary screens for the Group (eg. Productivity Report, Break Report etc.).
3. Add both UI and RF screens.
4. Click Save when done.
   Note: For RF menus, extra configuration might be required (RF module parameters). To modify its parameters, select the RF screen and click the Details button.

Adding Screens to Different Menus

On the Menus view, create a new menu, one for the UI and one for the RF using the Create button.

Select each menu and click on the Detailsbutton. To insert screens under each menu, use the Insert Screen button. However, if you need additional levels under each main UI and RF menu, you could use Insert Menu button.

Assigning Menus to Groups

Once the Menus have been set up, it is now time to add them to Groups. On the Groups screen:

1. Click the Createbutton to create a new group.
2. Type in the group name.
3. Select the UI/RF menus from the drop-down menus.
4. Click Save.

From the Groups screen, you can use the Permissions button to assign specific permissions to a group. This takes you to a new view where you can choose permission for each screen for this group.

Assigning Groups to Users

Now that Groups have been created, you now add users to each group. On the User screen:

1. Select a user to assign to a group.
2. Click on Groups.
3. Using the Create button, add the Group(s) to assign the user to the Group.

Creating and Assigning Facilities and Companies to Users

Facilities and Companies in Oracle Workforce Management Cloud need to match the facilities and companies in Oracle WMS Cloud.

To create companies, on the Companies screen:

1. Click the Create button.
2. Populate the company’s information such as the Code, Name, and Address.
3. Click Save.
   Note: The first company is the parent company in the environment by default. The Parent Company has the same code in the Parent Company Column OR has a *.

Facilities are controlled at the company level. This means that every company has its own set of facilities. This link is defined in the Parent Company column in the Facilities screen.

To Create Facilities, on the Facilities screen:

1. Click the Create button.
2. Populate the facility’s information such as the Code, Name, and Address.

Functional Field Descriptions for Facilities

• Parent Company: Denotes the company that the facility belongs to.

Once the Companies and Facilities have been created, the next task is to assign them to users.

System Integration Framework

Oracle Workforce Management Cloud uses the following methods for processing interface files into Oracle Workforce Management Cloud:

Supported Formats

Oracle Workforce Management Cloud supports the following formats with interfaces:

• Flat files
• XML files
• CSV files
• XLS files

Input Interfaces

• User
• Sku Lines
• Prod Goal Line
• Prod Goal VAS
• Clock

Uploading Interface Files with Oracle Workforce Management Cloud

If you are manually preparing the input interface file via Excel, it is important to follow these best practices:

• The filename must start with the phrase as specified in the Input File Formats document (the filename must begin with USR for uploading User files).
• The columns specified as required in the interface specification document must be populated.
• You must populate the correct sequence in the seq_nbr field (i.e. no duplicate values).