Move Orders Training Documentation

Table of Contents Move Orders ............................................................................................................................................... 2 Move Orders Feature .............................................................................................................................. 2 Move Orders Setup ................................................................................................................................. 3 Basic Move Order Transaction Process................................................................................................ 11 Manual Move Order Issue ................................................................................................................. 12 Basic Move Order Transfer................................................................................................................ 15 Basic Move Order Allocation ............................................................................................................. 17 Basic Move Order Transfer................................................................................................................ 19 Move Orders sourced from Kanban ...................................................................................................... 20 Move Orders sourced from Sales Orders ............................................................................................. 24 Move Orders sourced from WIP Jobs ................................................................................................... 31 Move Orders sourced from Min-Max Planning...................................................................................... 37 Move Orders sourced from other sources (API) ................................................................................... 41 Move Order Pick Slip Report................................................................................................................. 42

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Move Orders
Move Orders Feature
Move Order is a new process in Oracle 11i. Move Orders allow transaction of material transfer from one subinventory to another in the same inventory organization. Move Order process have two basic steps: Creation of the Move Order and Move Order transfer transaction. A Move Order can be manually created or it can be automatically created from various replenishment and material demand processes. Please see diagram for Move Order process flow.

Move Order Sources

1. Manual Move Order request using Move Order Issue form 2. Min-Max replenishment if item sourced from another subinventory 3. Kanban replenishment if item sourced from another subinventory 4. Sale Order Pick Release based on Picking Rule 5. WIP Job Component Pick Release using Pick Component Release form Move Order Pick Slip Report 6. Other sources using Move Order API

Move Order

Move Order is the actual order created from various sources.

Move Order Approval

Move Order request can follow an approval cycle or it can be approved automatically based on setup

Move Order Allocation

Move Order can be allocated for the entire quantity or it can be allocated partially

Move Order Transfer

Actual transfer of the quantity is performed at the Move Order Transfer form.

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Move Orders Setup

Step PreReqs Mov 1 Mov 1 Set up Move Orders in Organization Parameters Prerequisites Define Move Order Time out period Define Move Order Time out action Setup Required Not Required Required

Org Setup

Move Order Time Out: Use if you want to require approvals for the move orders in your organization. If this is left blank, the Move Order will be approved automatically. Time Out Period: the length of time, in days, you will let your move orders sit in a pending approval queuing status. The following rules apply when setting up your time-outs: After one time-out period, a reminder is sent to the approver. After two time-out periods, the move order time-out action is performed. The time-out action is, either approve or reject. If the time-out period is 0, all move orders are automatically approved. If the time-out period is left blank, the setting defaults to 0. Set Up Planner: Define a planner for the item in the General Planning page of the items window. If you do not designate a planner, the move order will be automatically approved.

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PREREQS

Prerequisites

Required

The following setup steps must be completed in other modules before entering Inventory setups: Complete all Oracle Organization setups. Mov 1 Define Move Order Time Out Mov 1 Define Move Order Time Out Action Responsibility: Inventory Navigation: Setup Organizations Organizations Not Required Required

Query up the organization you want to work with and then go to the Inventory Parameters Tab to see the Move Order Timeout Period & Action. We will have the move order timeout action to be set to Approve automatically.

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Set up Notification List & Associate the notification Setup list to a subinventory PreReqs Prerequisites Required Step Mov 2 Mov 3 Define Notification List Associate the notification list to subinventory Not Required Not Required

Subinventories should be defined

Assumption: Any move orders created with respect to the particular subinventory, a notification will be sent to the people on the notification list, which is associated to the subinventory.

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Mov 2 Define Notification List Responsibility: Inventory GUI

Not Required

Navigation:

Notification List

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PREREQS

Prerequisites

Required

The following setup steps must be completed in other modules before entering Inventory setups: Complete Subinventories setup. Mov 3 Associate the notification list to subinventory Responsibility: Inventory GUI Not Required

Navigation:

Setup

Organizations

Subinventories

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Step Mov 4

Create items & receive items using miscellaneous receipt Create Item

Setup Not Required Not required if you have already define an item Not required if you have QOH.

Mov 5

Do Miscellaneous receipt to have quantity on hand Not Required

Note : You can use the items that have already being created and use it. Make sure there is quantity on had to do the move order transaction.

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Mov 4 Create Item Responsibility: Inventory GUI Navigation: Items Master Items

Not Required

You can create an item and use any template you want to apply. Then assign the item to the organization where you want to do move order transactions.

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Mov 5 Do Miscellaneous receipt to have quantity on hand Responsibility: Inventory GUI

Not Required

Navigation:

Transactions

Miscellaneous Transactions

In this Example we are receiving 100 quantities of Ferrari in the Engineer subinventory.

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Basic Move Order Transaction Process

Step Mov 6 Mov 7 Test Move order Issue And Transfer Move Order Issue Move Order Transfer Issue to an account Basically used to do subinventory trasfer

Mov 8 Mov 9

Allocation For Move Orders Transact Move Orders

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Manual Move Order Issue

Mov 6 Move Order Issue Responsibility: Inventory GUI

Navigation:

Move Orders

Move Orders

Select Move Order Issue from the LOV for the field Transaction Type. Enter item, Quantity in the item tab and in the Destination tab enter the account combination. Save the record. Note the Move Order number. Hit Approve button to approve the move order. The status of the move order is changed from Incomplete to Approved. Note: If the Move Order Time Out was set to some value greater than zero and the item that you are using for planning had a planner code different from the requestor then on Approval the status of the move order transaction would be Pending Approval. The planner has to go to the Notification Summary and find the notification. Then select the approve button to approve the move Order. After that the requestor gets the notification that the move order is approved. When you query up the move order in the move order screen it will have the status as Approved. Below are the screen shots for it.

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Navigation:

Notification Summary

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Basic Move Order Transfer

Mov 7 Move Order Transfer Responsibility: Inventory GUI

Navigation:

Move Orders

Move Orders

Select Move Order Issue from the LOV for the field Transaction Type. Enter item, Quantity in the item tab and in the Destination tab enter the destination subinventory. Save the record. Note the Move Order number. Hit Approve button to approve the move order. The status of the move order is changed from Incomplete to Approved.

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Navigation:

Notification Summary

Users that are listed in the notification list associated with the subinventory are notified of the move order approval.

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Basic Move Order Allocation

Mov 8 Allocation For Move Orders Responsibility: Inventory GUI

Navigation:

Move Orders

Transact Move Orders

Enter the Move Order Number and hit find.

When to check the select check box for the record the ALLOCATE button gets enabled. You have two options 1. To select Allocate button which would allocate the whole requested quantity. 2. To go to View/Update Allocations button to manually update any information that is not correct.

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Save the record.

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Basic Move Order Transfer

Mov 9 Transact Move Orders Responsibility: Inventory GUI

Navigation:

Move Orders

Transact Move Orders

Select the Transact button to transact the move order. This will reduce the item quantity from the source inventory and for move order transfer update the corresponding item quantity in the destination subinventory.

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Move Orders sourced from Kanban

Move Orders For Kanban Step PreReqs Prerequisites PreReqs Item is already defined and quantities are there in the source subinventories Kanban Move Orders Mov 10 Setup Required Required

Kanban cards are created

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Mov 10 Kanban Move Orders Responsibility: Inventory GUI

Navigation:

Kanban

Kanban Cards

Initially the Kanban card is set to full. The source type is Intra Org. Now you select the Replenish button to replenish the quantities. Now the Supply Status changes from Full to In Process. This creates a move order. You can go to Transact Move orders screen and query up based on the item.

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Navigation:

Move Orders

Transact Move Orders

When you scroll to your right you will see the Kanban Card number in reference Number. Now you can allocate and transact.

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Navigation: Kanban Kanban Cards After you have done the transact go to the Kanban Cards screen and query up your Kanban card. Now you will see that the Supply Status has changed from In Process to FULL.

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Move Orders sourced from Sales Orders

Pick Wave Move Orders For Sales Orders Step PreReqs Prerequisites PreReqs Item is already defined and quantities are there in the source subinventories Pick Wave Move Orders For Sales Orders Mov 11

Required Required

Order Management Setups are complete

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Mov 11 Pick Wave Move Orders For Sales Orders Responsibility: Order Management GUI

Navigation:

Setup

Shipping

Define Release Rules Form

Here in this scenario there is a subinventory defined for staging materials before it is shipped from the organization.

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Navigation: Orders, Returns Order Organizer Enter a new order. Select the customer, price list. Go to the Line Items tab and enter the line items details. Enter the schedule ship date

In the shipping tab enter the correct organization. Now Book the Order by selecting the Book Order button.

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Schedule it by going to TOOLS and selecting scheduling option.

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Navigation: Shipping Release Sales Orders Release Sales Orders Enter the sales order. In the Inventory tab select the organization.

Now select online button.

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Responsibility: Inventory

Navigation:

Move Orders

Transact Move Orders

Under the Pick Wave tab check Sales Order and enter the Sales Order number, Order Type & Order Source and select the find button. You will see the Pick Wave move order for Sales Order.

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Navigation:

On-Hand, Availability

Reservations

The pick wave move order for sales order creates a reservation. You can now go to Transact Move orders screen and transact.

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Move Orders sourced from WIP Jobs

Pick Wave Move Orders For Work Orders Step PreReqs Prerequisites PreReqs Item is already defined, BOM is created and quantities are there in the source subinventories Pick Wave Move Orders For Work Orders Mov 12 Required Required WIP, BOM Setups are complete

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Responsibility: Bills Of Material GUI

Navigation:

Bills

Bills

Define a bill. Here in this example we are using FG-CJP as finished good and SUB-CJP1 and SUB-CJP2 as sub assemblies. Suppy type should be push and no subinventory

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Mov 12 Pick Wave Move Orders For Work Orders Responsibility: Work In Process GUI

Navigation:

Setup

Parameters

Navigation:

Discrete

Discrete Jobs

Create a discrete job and select the assembly. Put the Start/MRP Net quantities, and start date. Save. Change the status from Unreleased to Released and save.

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Under components tab go and check the component details.

Under quantities tab go and check the quantities.

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Navigation:

Discrete

Component Pick Release

Now Query up the WIP job and then select Release button. Responsibility: Inventory GUI Navigation: Move Orders Transact Move Orders

Go to Pick Wave tab and select Work Order. Enter the job number. Now select find button.

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You can now see that the move orders are created for the two subassemblies. You can now transact the two lines. There is no reservation created for pick wave move orders for work orders. You can go to the discrete job screen and query up the WIP job and see the quantities for the components.

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Move Orders sourced from Min-Max Planning

Move Orders For Min-Max Planning Step PreReqs Prerequisites

Required

Min-Max Items are defined and the MinMax is at subinventory level.

PreReqs Item is already defined with planning as Min-Max. Move Orders For Min-Max Mov 13

Required

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Mov 13 Move Orders For Min-Max Planning Responsibility: Work In Process GUI

Navigation:

Items

Master Items

Define the item and in general planning tab select inventory planning method as Min-Max. Navigation: Setup Organizations Subinventories

Associate the item to the subinventory and set the sourcing rule to be sourced from another subinventory within the same organization.

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Navigation:

Planning

Min-Max Planning

Run the Min-Max planning at subinventory level ie. Planning Level select Subinventory. Enter the Subinventory name, Item Number ( if for a specific item) and restock parameter as YES. Now submit the request. Go to view my requests and check the output.

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Navigation:

Move Orders

Transact Move Orders

Move Order of type Replenishment is created. You can now allocate and transact the move order.

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Move Orders sourced from other sources (API)

Move Orders Report & Move Order API Step PreReqs Prerequisites Mov 15 Move Orders Pick Slip Report

Required

Move Orders Should be present for report.

The Move Order API is a public API that allows you to do the following: Create a move order header Create a move order line Process a move order (create or update) Lock a move order Get a move order for a given header or header identifier Process a move order line (cancel or update) For more information on Move Orders API please refer to Manufacturing APIs And Open Interfaces Manual

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Move Order Pick Slip Report

Mov 15 Move Orders Pick Slip Report Responsibility: Inventory GUI

Navigation:

Reports

All

You can run the Move Order Pick Slip report and even allocate the approved move orders by setting the parameter Auto Allocate Approved lines to Yes

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Output of the Move Order Pick Slip report.

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