Companies and Facilities

Every Oracle WMS instance needs setting up of company and facility configuration as a basic requirement. There is a provision in Oracle WMS to keep data separate and secure it in a shared web-based environment as ‘Facilities’ are kept separate on creation under the same company.

Oracle WMS supports structure where top level companies are segregated at all levels. A crucial requirement to consider about Oracle WMS Cloud Service structure is the creation of at-least one ‘top-level parent company and a default facility’ for every customer. For creation of a top-level parent company, only the Application Administrator user (APP-ADMIN) has the necessary permissions. The WMS ‘Administrator’ user role has the eligibility to perform actions without restrictions in Top Level parent companies and default facilities. It is after establishment of these parameters that customers can log into the WMS using the ADMIN user and create other facilities, child companies and different user roles.

Note:

The Application Administrator user role is not customer accessible and is managed by oracle.
Multiple parent companies (also known as “tenants”) can reside on a single WMS instance.
The WMS ‘Administrator’ user role is created by Application Administrator user.

The Oracle WMS Cloud Service also supports 3PL Hierarchy. A 3PL configuration is one in which the companies are divided into parent and child companies. The 3PL operator is the parent and its clients are the child companies. This structure exists in order to help 3PLs view and manage their clients’ inventory separately. Depending on the 3PL, the number of facilities under the same Parent Company, views can be managed so that data of each facility is separate and secured. Different user roles in Oracle WMS carry different permission levels to manage the data visibility and usage within and across different facilities and companies in the 3PL hierarchy configured the facility.

The creation of child companies and facilities has two important methods which can only be addressed at the time of creation and cannot be changed later.

Points to review in the 3PL Hierarchy Method:

While creating a 3PL hierarchy, the 3PL operator typically owns one or more facilities where Oracle WMS activities are managed for multiple child companies across these facilities.
The parent company is created for the 3PL operator and child companies are created for each company that is operated within these facilities.
Users are created at the parent company level.
ADMINSTRATOR role users automatically receive eligibility to all child companies.
Other user roles need to be explicitly assigned company level eligibility and facility level eligibility to access specific

company and facility data.

Note: In the browser-based application UI, users can select which specific eligible company and facility they are operating on at any time. While in the Mobile RF application, users can switch between their eligible facilities but not their companies. This is intentional as warehouse workers may not necessarily know which 3PL clients they are working on.

They are still restricted by their eligible companies list. However, users belonging to the parent company will always have parent company eligibility. This does not pose a problem as parent company is a placeholder which means it does not hold any inventory or other configurations. If a user needs to have access to a specific child company, that can be created as a child company.

For the Completely Isolated Child Companies Method, the users and facilities are created at the child company level, so their access is restricted to the specific child company level it has been created under.

General Parameters to consider while setting up the Facility and Company.

Task Description	WMS Module	Overview/Comments
Facility Set Up	Facilities	New facility is required to be created if the company being added is in a new/non- existing Facility in Oracle WMS Cloud.
Add Facility to user	Users	A new created Facility needs to be added to the user profile.
Non-existing Company Set Up	Companies	(Non-existing Company in New or Existing Facility.)
Existing Company Set Up (Existing Company in new or existing Facility)	Facilities	Existing Companies do not need to be re-created but need to be added to the specific facility.

Note: For more details on configuring facilities and companies, refer to the Implementation Guide