Webcast - Understanding and Using WMS

Cartonization
Day, Date,
Upcoming 2004
Webcasts For Today's Webcast,
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We suggest you review and bookmark the following
KM Document in My Oracle Support:
InventoryAccess:
Teleconference Model Document 1375161.1 - WMS Cartonization
Convergence
North America: xxxx - An
Overviewxxxx
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and above) Join us for Upcoming Logistics and Master Data
Password: Advisor
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15th, 2012
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© 2012 Oracle Corporation – Proprietary and Confidential 2

 <Insert Picture Here>

Warehouse Management Cartonization System

 Safe Harbor Statement

The following is intended to outline our general

product direction. It is intended for information
purposes only, and may not be incorporated into
any contract. It is not a commitment to deliver any
material, code, or functionality, and should not be
relied upon in making purchasing decision. The
development, release, and timing of any features
or functionality described for Oracle’s products
remains at the sole discretion of Oracle.

© 2012 Oracle Corporation – Proprietary and Confidential 4

 <Insert Picture Here>

Warehouse Management Cartonization System

 Agenda

• Cartonization
• Setup and Process Details
• Demonstration
• Implementation Considerations
• Diagnostics and Troubleshooting
• Additional Resources
• Q&A

© 2012 Oracle Corporation – Proprietary and Confidential 6

 Agenda

• Cartonization
• Setup and Process Details
• Demonstration
• Implementation Considerations
• Diagnostics and Troubleshooting
• Additional Resources
• Q&A

© 2012 Oracle Corporation – Proprietary and Confidential 7

 Cartonization
Description

• Cartonization is the process that suggests a container

to pack items based on constraints such as cubic
volume of items and container volume.
• In this release, customers have the ability to choose
and create robust rules that automatically determine
the best container during the pick release process.

Item Suggest container Packing Configuration

Cartonization

© 2012 Oracle Corporation – Proprietary and Confidential 8

 Cartonization
4 types of Cartonization

Cartonization Rules:
• Single Item – An Item is always matched to the same
container based on the static relationship you setup in the
item/container relationship window.
• Mixed Item – Uses the Contained-Container Item capacity
and dimension restrictions defined on the Master Item window
and checks it against the category and category set setup as
well.
• Pick Slip Grouping - Generate an LPN for all items that
belong to the same pick slip.
• Customer Algorithm – Uses a stub API to interface with
customer-defined cartonization rules.

© 2012 Oracle Corporation – Proprietary and Confidential 9

 Cartonization
Description
• Automatic rules engine runs and
based on rule selected, chooses
optimal packing materials
• Single – using static item/container
relationships and quantity information,
the order line is divided into one or
more containers.
• Mixed – dynamic selection of container
based on volume and dimension
information
• Pick slip grouping – an LPN is
automatically generated when a pick
slip is generated for the order
• Customer algorithm – customers can
use their own cartonization logic and
feed the information back to WMS tasks

© 2012 Oracle Corporation – Proprietary and Confidential 10

 Cartonization
Business Value

• The biggest benefit of cartonization is the ability to

perform one step pick and pack of items directly into a
shipping container.
• This is a time saving alternative to a two-step process
where items are first picked into a tote followed by a
downstream packing operation into the final shipping
container.

© 2012 Oracle Corporation – Proprietary and Confidential 11

 Agenda

• Cartonization
• Setup and Process Details
• Demonstration
• Implementation Considerations
• Diagnostics and Troubleshooting
• Additional Resources
• Q&A

© 2012 Oracle Corporation – Proprietary and Confidential 12

 Setup and Process
Cartonization

Setup Requirements
• Single Item Cartonization - The Item - Container relationship has to be
defined.
• Mixed item Cartonization - The Category and Category set
relationship has to be defined.
• Pick slip grouping Cartonization - Pick slip grouping rule has to be
defined.
• Customer Algorithm – Custom Stub API has to be implemented with
the custom logic.

© 2012 Oracle Corporation – Proprietary and Confidential 13

 Setup and Process
Cartonization
Configurable at -
• Organization Level
• Subinventory Level

© 2012 Oracle Corporation – Proprietary and Confidential 14

 Setup and Process
Cartonization
Cartonization Categories
• Create cartonization categories. Assign each cartonization
category to the "Contained Item" or "Container Item" category
sets.The contained item and Container item category sets are
seeded category sets that are delivered with the product.

© 2012 Oracle Corporation – Proprietary and Confidential 15

 Setup and Process
Cartonization
Multi Level Cartonization
• If you perform multi-level cartonization, then you can assign your
category to both the "Contained Item" and "Container Item"
category sets.
• Relate contained items to appropriate container categories.This will
identify which containers are eligible for packing for a given item.
• The item assignment should be done via the category set
"Contained Item" setup screen.

© 2012 Oracle Corporation – Proprietary and Confidential 16

 Setup and Process
Cartonization
You can define Container & Item relationship

© 2012 Oracle Corporation – Proprietary and Confidential 17

 Data Model
Cartonization

• WMS_CARTONIZATION_USER_PUB.CARTONIZE (..)
Custom API – Allows customers to write custom algorithm to cartonize
eligible pick lines. New PL/SQL files created -
WMSCRTUS.pls(Specification) WMSCRTUB.pls(Body)

• WMS_CARTNZN_PUB
This package contains the code for the Advanced Cartonization feature.
PL/SQL files changed -
WMSCRTNS.pls (Specification) WMSCRTNB.pls (Body)

• WMSRLWBF.fmb
WMS Rules Workbench form has been enhanced to provide the setup
needed for the Advanced Cartonization feature.

© 2012 Oracle Corporation – Proprietary and Confidential 18

 Data Model

All the public API's are provided with the following out parameters:

x_msg_count - This will give the count of messages that got logged
during the execution of the API
x_msg_data - The associated error message text for the errors
logged

x_msg_data can be used by the users to identify why the API

returned error.

© 2012 Oracle Corporation – Proprietary and Confidential 19

 R12 WMS Cartonization Flow Diagram – Doc Id 1375161.1

Flow WMS_CARTONIZATION_TEMP
Populate from table
mtl_material_transactions_temp

Get User Type Assignments

wms_rule_pvt.assigntts

Get Operation Plans

Yes wms_rule_pvt.assign_operation_pla
Check Auto
ns
Pick Confim
Get Pick Slip Number
INV_Picc_Release_PUB.assign_pick
_slip_number
N
o

Check Type
Of
Cartonization

If If If
If Pick
Single Mixed Default Customer
Slip Rule
Item Item Logic

Default Cartonization Customer Logic

Single Item Cartonization Mixed Item Cartonization Pick Slip Rule
Cartonize_Default_Logic( Cartonize_Customer_Lo
Cartonize_Single_Item() Cartonize_Mixed_Item() Cartonize_Pick Slip()
) gic()

If Multi-Level Cartonization is Yes

Check Multi-
Level
Cartonization

N
o

Cartonization Complete, records in

WMS_CARTONIZATION_TRANSACTIONS (WCT)
Call the following API to insert them into MMTT End
ins_wct_rows_into_mmtt

© 2012 Oracle Corporation – Proprietary and Confidential 20

 Agenda

• Cartonization
• Setup and Process Details
• Demonstration
• Implementation Considerations
• Diagnostics and Troubleshooting
• Additional Resources
• Q&A

© 2012 Oracle Corporation – Proprietary and Confidential 21

 Demonstration
Setup and Process
• Cartonization Demonstration

© 2012 Oracle Corporation – Proprietary and Confidential 22

 Agenda

• Cartonization
• Setup and Process Details
• Demonstration
• Implementation Considerations
• Diagnostics and Troubleshooting
• Additional Resources
• Q&A

© 2012 Oracle Corporation – Proprietary and Confidential 23

 Implementation Considerations-
Cartonization
Implementation Tips
• How cartonize occurs depends on the pick slip
grouping rule.
• One pick slip number can have multiple deliveries in
this case we will cartonize at delivery level.
• Though technically cartonization and bulk picking can
both be enabled at the same time, they will not work
together. The system will honor cartonization instead
of bulk picking. This holds true for all cartonization
types.

© 2012 Oracle Corporation – Proprietary and Confidential 24

 Implementation Considerations-
Cartonization Best Practices

• Determine if cartonization occurs at the organization

or subinventory level.
• Institute separate subinventories for cartonized and
non-cartonized items.
• How do you cartonize items? This will determine
which cartonization method to use.

© 2012 Oracle Corporation – Proprietary and Confidential 25

 Common Incorrect Setups
Advanced Cartonization
• Profile “WSH:Pick Release Batch Size” restricts the number of lines
eligible for Cartonization in a container. This needs to be verified if
containers are not utilized as per their maximum capacity.
• For a Mixed item Cartonization, conversions for weight/volume UOM of
contained and container items should be defined.
• Cartonization suggestions will be ignored if the Custom API suggests
packing multiple deliveries into the same container.

© 2012 Oracle Corporation – Proprietary and Confidential 26

 Agenda

• Cartonization
• Setup and Process Details
• Demonstration
• Implementation Considerations
• Diagnostics and Troubleshooting
• Additional Resources
• Q&A

© 2012 Oracle Corporation – Proprietary and Confidential 27

 Diagnostics and Troubleshooting
Cartonization
• SQL query to check if the cartonization has been successful after pick
release.
select cartonization_id , container_item_id
from mtl_material_transactions_temp
where transaction_source_id in (select sales_order_id
from mtl_sales_orders
where segment1=‘&order_number' );
For successful case of cartonization, both cartonization_id and
container_item_id (except for pick slip grouping) will be stamped.
• SQL query to get all tasks for a given carton
select * from mtl_material_transactions_temp
where cartonization_id in ( select lpn_id from wms_license_plate_numbers
where license_plate_number =‘&CARTON_NAME');

© 2012 Oracle Corporation – Proprietary and Confidential 28

 Diagnostics and Troubleshooting
Cartonization
The following log files will be the main source for trouble shooting and
debugging any issues with the Advanced Cartonization feature –

•Inventory debug log file

•Shipping debug log file

Existing (R12/11i) debug settings remain valid to generate the log files.
No new profiles/setup is needed to generate log messages for the code
involved in the Advanced Cartonization feature.

© 2012 Oracle Corporation – Proprietary and Confidential 29

 Diagnostics and Troubleshooting

Script to check if a given task is a Bulk (Bulk tasks can't be cartonized

using Modify_task API.)

select parent_line_id
from mtl_material_transactions_temp
where transaction_temp_id = &transcation_id;

If the parent_line_id is not null, then the task is a bulk task

© 2012 Oracle Corporation – Proprietary and Confidential 30

 Agenda

• Cartonization
• Setup and Process Details
• Demonstration
• Implementation Considerations
• Diagnostics and Troubleshooting
• Additional Resources
• Q&A

© 2012 Oracle Corporation – Proprietary and Confidential 31

 Important References
Cartonization

• My Oracle Support Doc Id 367363.1 - Multi-Level

Cartonization
• My Oracle Support Doc Id 580367.1 - 12.1.1 Oracle
Warehouse Management Release Notes
• My Oracle Support Doc Id 290432.1 – How to Create a Debug
File in Shipping Execution
• My Oracle Support Doc Id 148651.1 - INV DEBUG: How to
get Debug Information for Inventory Material Transactions
• Oracle Warehouse Management User’s Guide
• Oracle Warehouse Management Implementation Guide

© 2012 Oracle Corporation – Proprietary and Confidential 32

 • To ask a question on the
phone line, select *1 on your
phone.
• To ask a question online, use
the Chat icon at the top.

• Your question will be

read aloud in the order
received.
• Question can also be asked
on the Logistics Community

© 2012 Oracle Corporation – Proprietary and Confidential 33

 Visit My Oracle Communities
Collaborate with a large network of your industry peers, support professionals, and Oracle
experts to exchange information, ask questions & get answers. Find out how your peers are
using Oracle technologies and services to better meet their support and business needs.
• Exchange Knowledge
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Visit the My Oracle Support

Community now!!
1. Log into My Oracle Support.
2. Select the Community tab.
3. Enter “Logistics” in “Find a
Community” box.
4. Click on the Logistics
Community
5. Start a discussion or
comment on existing thread

© 2012 Oracle Corporation – Proprietary and Confidential 34

 Next Webcast
Inventory Model Convergence - An
Overview (Release 12 and above)

Wednesday February 15th, 2012

1:00 PM Eastern
10:00 AM Pacific

Document 1392155.1

© 2012 Oracle Corporation – Proprietary and Confidential 35

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 THANK YOU

© 2012 Oracle Corporation – Proprietary and Confidential 37