Contents

• Title and Copyright Information
• Get Help

1 WMS Application Overview

• Introduction
• Parent Child Company Hierarchy
• Internationalization
• User Menu Configuration
  • Users, Groups, and Menus (UI and RF)
• Creating Users
  • Password Requirements
  • Transactions That Require Re-Entering SSO Credentials
• Creating Support Users
  • Managing Your Support Users
• Configuring Menus for Users
  • Four Steps to Add Group Menus
  • Adding Screens
  • Adding Screens to Different Menus
  • Assigning Menus to Groups
  • Assigning Groups to Users
  • Creating and Assigning Facilities and Companies to Users
  • Creating Deep Links
  • Launch OTM Shipments Screen from Oracle WMS Cloud
• System Integration Framework
  • Supported Formats
  • Input Interfaces
  • Output Interfaces
  • Configure Auto Print for Documents in Output Interface
  • Uploading Interface files with WMS
  • Setting Email Notifications for Failed Interfaces
• Configuration Import/Export

2 Inbound

• Inbound
• Purchase Orders (PO)
  • Creating a Purchase Order (PO) Manually
  • Inbound Shipments
  • Batch Creating Purchase Orders through Input Interfaces (UI)
  • Purchase Order (PO) Integration into Oracle WMS Cloud
• Inbound Shipments
  • Creating ASNs Manually (UI)
  • Creating ASN through Interfaces (UI)
  • ASN Integration with Oracle WMS Cloud
  • Creating ASNs from existing PO records
    • From the PO Header Screen
    • From the PO Detail Screen
  • IB Shipment Serial Number UI
  • Shipment Types
    • Creating Shipment Types
    • Set Line Level Tolerance in Purchase Order Detail/Shipment Detail
    • Inbound Shipment Details Screen
  • Transfer Inventory between WMS Managed Facilities
    • Transfer Lock Codes from OBLPN to the IB Shipment
    • Priority Date Traceability for Transfer Shipments
    • Priority Date copied to Inventory during Receiving
    • RF Modify/Cancel OBLPN
    • Update OBLPN’s Status to Delivered for Facility Transfers
    • Receiving new LPNs on Facility Transfer Shipments
  • Creating an ASN after a Return
  • OBLPNs Dispatch Leftovers
  • Lock Codes for Inbound Shipments
  • Assigning Putaway Types in Inbound Shipment Detail records
  • Printing ASN Label
  • Printing Price Labels for Inbound Shipments
  • Vendor Compliance
  • Pre-Receiving: Cartonization
  • Pre-Receiving – Cartonizing based on Standard Case Quantity
  • Cartonizing LPN by Cases
  • Pre-Receiving – Consolidating multiple ASN details into a single LPN
• Trailer UI
• Checking in a Load
  • Assigning Multiple ASNs to the Same Load
• Appointments
  • Creating Appointments
• Sort and Receive
  • UI Sort and Receive
  • RF Sort and Receive
• Receiving
  • Receive by ASN
  • Receive by Load
  • Call Putaway from Receiving
  • Prevent Appending Scanned Values during RF Transactions
  • Receiving Parameters
  • Auto Generate Inbound LPN Numbers
  • Screen Flow when lpn-prompt is configured as Auto Generate
  • Screen Flow when lpn-prompt is Configured as Not Mandatory
  • Behavior of Ctrl+E when lpn-prompt is Configured as Auto Generate
  • Prompt for Batch, Expiry, Inventory Attributes, and Serial Numbers
    • Item Level Configuration
      • Item Configuration via Item Detail UI
      • Item Interface Configuration via Interface
    • Shipment Type Configuration
      • Configuration Fields for Cartonized ASN
      • Configuration Fields for Non-Cartonized ASN
    • Warning and Error Conditions
  • Scanning a new LPN in Cartonized Shipments
  • Prompt Location
  • Prompt-location screen flows
  • Print LPN and Case Labels
  • Ctrl Key for Printing
  • Printing LPN Labels
  • Printing Case/Pack Labels
  • Label Templates
  • Prompt Dock Door
  • Prompt Trailer
  • Prompt Case/Pack Qty
  • Screen Flow when confirm-uom-qty is Configured as Do Not Prompt
  • Screen Flow when confirm-uom-qty is Configured as Prompt per Sku per LPN
  • PO Based Receiving
  • Stop receiving against a Purchase Order Line
• Receiving ASNs without the RF
  • Receive Entire Shipment
• Receiving Options
  • System-Directed Quality Control
  • Receiving of QC Rejected LPNs and Returning to Vendor
  • Cross Dock Management
  • Cross-Dock Configuration
  • Modify Receiving Quantity from IB Shipment UI
  • New Email Alert to Inform Inbound Shipments that need Verification
  • Edit UI Screen to Receive Inventory from the UI
  • Receive Cartonized Details from the ASN Detail Screen
  • Detailed Receiving for LPNs in a Fully Cartonized Shipment
  • ASN Verification
• Checking Out a Load
• Inbound Sorting
• Putaway
  • Creating Putaway Types
  • Creating Location Size Types
  • Putaway Rules
  • Putaway Priorities
  • System Directed Putaway
    • Split LPN into Active Location
• Suggested Putaway
• Locate LPN to any Reserve Location

3 Warehouse Automation

• Material Handling Equipment in Oracle WMS Cloud
  • WMS APIs that support MHE Configuration
• Common Warehouse Automation Flows
  • Send Picking and Packing information to MHE
  • MHE Pick Confirmation API
  • Pick Confirmation Messages
• Put to Light / Sortation
  • Output Interfaces
  • Input Interfaces
  • View Packing Confirmation Messages
• Configuration
  • Facility Parameters
  • Items
  • MHE in Wave’s Allocation Mode Sequence
  • MHE System Configuration
  • Location for Induction
  • Route Instruction Configuration
    • MHE Routing Flow
    • Set Up Route Instruction Rules
    • Filter LPN Selection Criteria
  • Inbound Receiving and Putaway with MHE
    • Receive a Cartonized LPN using an API
    • MHE Trigger Output Interface
    • Configure calling Directed Putaway
  • Generate LPN Inventory or OBLPN Shipping Information Message
  • Message Configuration
  • Example of How to Invoke RF Induct LPN
  • Example of the Output file Generated

4 Outbound

• Outbound Orders
• Creating Orders in WMS
  • Update, Filter, and Track Order Detail Status
  • Modify Ordered Quantity for Allocated or Partly Allocated Orders
  • Allocate and Pick Specific Serial Numbers on an Order
  • Remove Personal Information
• Transportation Split for Order Details across Different Planned Loads
  • Transportation Split Creation
  • Update/Delete an Externally Planned Order Detail
  • IHT Updates
  • Handling of Serial Numbers for Transportation Split Order Details
• AI/ML Predictive Fulfillment Dashboard
• Shipping Tolerance
  • Honoring Tolerance Percentage while Packing Against Allocated Quantity
  • Honoring Tolerance Percentage During Substitution
  • Direct Allocation when LPN Quantity is within Tolerance Limit of Ordered Quantity
  • Pick and Allocate and Shipping Tolerance Limits
  • Shipped Load Interface
  • Send Back Order Quantity In The Order Detail Status Change IHT-85
  • Determine Back Order Quantity As Order Details Are Shipped/Cancelled
• Order Integration into WMS
• Waves
  • Creating Wave Templates
  • Define Order Waving Sequence Rules
  • Holding or Releasing Replenishment Dependent Picking Tasks
  • Create Or Delete A Sales Order Line
  • Secondary Ordering Criteria in Waving
  • Defining Expiry Date Range
  • Allocation in Terms of Packs or Cases from Active Locations
  • Dynamic Wave Search
  • Executing Waves
  • Wave Inquiry - Viewing Created Waves
  • Printing Pick Tickets
• Picking
  • Task Management
  • Non-Cubed Picking
  • Zone Picking
  • Zone Picking without a Drop Location
  • Cubed Picking
  • Pick Cart
  • Pick and Allocate
• Packing
  • Packing (Repack Module)
  • Repack Configuration – Adding the RF Module
  • Using the Repack RF Module – Packing
  • Using the Repack Module – Combine/Split
  • View Original Allocated Quantity in the Allocation UI
  • Restrict orders in an LPN during Pack NC Active
  • Direct Allocation
    • Allocate Inventory with Lock Codes on an Order using RF Direct Allocation
  • Allow Repacking for Expired Inventory
• Pack with Wave
  • Pre-Requisites for Pack with Wave
  • Wave Template
  • Item Configuration
  • Pack with Wave Functionality
  • Print Packing Slips During Waving
  • Autopack Wave OBLPNs
  • Functionality
• Outbound Audit
  • Outbound Audit Rules Screen
  • RF Outbound Audit
• LTL Load Management and Shipping
  • Load Assignment
  • Outbound Loads
  • Outbound Stops
  • Loading an OBLPN
  • Unloading an OBLPN
  • Pack and Hold Functionality
• Parcel Configuration, Load Management, and Shipping
  • Parcel Manifest Components in Oracle WMS Cloud
  • Parcel Manifest Configuration
  • Overall Caveats for Using Parcel Functionality
  • RF Assign to Manifest
  • FedEx Multi-Piece Shipment Configuration
  • Dry Ice Configuration
  • Manually Updating Manifest and Ship Vias to Individual LPNs
  • Shipping Parcel Manifests
  • Parcel Manifest Exceptions

5 Inventory Management

• Printing History
• Printing Item Labels
  • Item UI
  • Item Inventory by LPN UI
  • IB Shipment UI
  • Print Labels Securely Using HTTPS Protocol
  • Print Labels for Locations Filtered in Locations UI
• Inventory Types
• Item Master
  • Unit of Measure in WMS
  • Configuring Unit of Measure (UOM) in WMS
  • Description of Item fields
  • Creating Items Manually
  • Dummy SKUs
  • Adding Items through Manual Interfaces
  • Item Master Integration into WMS
• Alternate Barcodes
  • Adding Alternate Barcodes from the UI
  • Adding Alternate Barcodes via Interface
• Required Item Fields
• Location Master
  • Creating Locations through the Interface (UI)
• Inventory Screens
  • Reserve Inventory
  • IBLPNs
  • LPN Inquiry
  • Reconcile Consumed/Cancelled LPN Quantity
  • Inventory History
  • Configuring Reason Codes
  • Configuring Lock Codes
  • Adding Lock Codes to LPNs
  • Modifying IBLPNs
  • RF Create IBLPN
• Formatting Rules for Inventory Attributes
  • Configuring Formatting Rules
  • Validating Formatting Rules
  • Configuring List of Values (LoVs) for Inventory Attributes
• Combining / Splitting IB LPNs
  • Inventory Summary
• Cycle Count
  • Cycle Count Execution (RF)
  • Cycle Count Task Creation
  • Creating Cycle Count Tasks with Task Creation Templates
  • Compare Dates for Cycle Count using Selection Criteria
  • Configuring a Cycle Count Approval Rule
  • Cycle Count Exception Scenarios
  • Cycle Count Inventory Updates
  • Creation Type
  • Opportunistic Cycle Count
  • Summary Cycle Count
• Lot Management
  • Defining Lot (batch) Number Requirement
  • View Lot (batch) Numbers
• Expiration Dates
  • Defining Expiration Dates
  • Configuration for Expiry Date Receiving
  • Receiving Expiry Date Items in the RF
• Recall Control
• Serial Number Tracking
  • Important Caveats
  • Enabling Serial Number Tracking
  • Serial Number Management (UI)
  • Serial Number Inventory View
  • Serial Number History View
  • Creating Serial Number records in WMS
• Replenish to Assembly Location
  • RF Execute Task - Main Menu
  • RF Execute Task Module
  • Additional Task Filtering based on Location Scan
  • Prompt Location on Launch
• Task Execution
  • RF Execute Task - Main Menu
  • RF Execute Task Module
  • Additional Task Filtering based on Location Scan
  • Prompt Location on Launch
• Replenishment
  • Repenishment Template Modes
  • Required Configuration for Replenishment
  • Configure Destination Location Type in Standalone Replenishment
  • Executing Replenishment Waves
  • Replenishment Scenarios
  • Reactive Replenishment – Weight Capacity Check
  • Executing Reactive (Emergency) Replenishment
  • Manage Movement Requests
• Replenishment with Picking Wave
  • Configuration for Picking Wave-based Replenishment
    • Set Replenishment Type
    • Replenishment Type to Replenishment Zone
      • Setup Replenishment Zone
      • Associate Replenishment Zone to the Dynamic Location
    • Configuring Allocation Location
    • Replenishment Rule in Wave Template
  • Workflow of Replenishment with Picking Wave
  • Replenishment via Picking Wave Examples
  • Consider Weight Check During Replenishment
  • Replenish Multiple SKUs to Dynamic Active Locations
• Multi-Level Replenishment
  • Workflow of MLR
  • Configuration Process
  • Setup
  • Wave Template
  • Task Zone Movement
  • Wave Group
  • RF Screen Module
• Kitting
  • Configure Kitting Process
  • De-Kitting
    • Work Order Creation
    • Work Order Type
    • Wave Run and Task Execution
    • Task Execution
    • Dis-Assembling the Kit
• Make to Stock Flow
  • Work Order Creation
  • Work Order Wave Template
  • Inventory
  • Wave Run
  • Task Execution
  • Kit Assembly
• Make to Order Flow
  • Work Order Creation
  • Interfaced Order Header and Detail

6 Extra Configuration

• Sequence Counters
• Barcode Types
  • Configuring Barcode Types
• Printers
• Company Report Type
• Print Custom Reports from UI
  • Configure and Generate Custom WebReport for OBLPN Packing Slip
  • Configure and Generate Custom WebReport for ORDER Packing Slip
  • Reports Supported
  • Order Fill Rate Report and Order Details Fill Rate Report
• Saved Search

7 Appendix

• Definitions
• RF Parameters
• Description of Statuses
  • IBLPN Statuses
  • OBLPN Statuses
  • Task Statuses
  • Cycle Count Adjustment screen Statuses
• Roles and Permissions
  • Administrator Permissions
  • Management Permissions
  • Supervisor Permissions
  • Guard Permissions
  • Employee Permissions
• Inbound Sorting Criteria
• Task Template Type: Regular
• Task Template Type - CC
• Serial Number Transactions