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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Page 5 of 43 .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. which is associated to the subinventory. a notification will be sent to the people on the notification list.

Mov 2 Define Notification List Responsibility: Inventory GUI Not Required Navigation: → Notification List Page 6 of 43 .

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 Page 7 of 43 .

Page 8 of 43 . 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.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. Make sure there is quantity on had to do the move order transaction.

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. Page 9 of 43 .

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. Page 10 of 43 .

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 Page 11 of 43 .

Page 12 of 43 . Quantity in the item tab and in the Destination tab enter the account combination. Then select the approve button to approve the move Order.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. The status of the move order is changed from Incomplete to Approved. When you query up the move order in the move order screen it will have the status as Approved. Note the Move Order number. Enter item. Hit Approve button to approve the move order. After that the requestor gets the notification that the move order is approved. Save the record. The planner has to go to the Notification Summary and find the notification. 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. Below are the screen shots for it.

Navigation: → Notification Summary Page 13 of 43 .

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Save the record. Quantity in the item tab and in the Destination tab enter the destination subinventory. Enter item. The status of the move order is changed from Incomplete to Approved.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. Hit Approve button to approve the move order. Page 15 of 43 . Note the Move Order number.

Page 16 of 43 .Navigation: → Notification Summary Users that are listed in the notification list associated with the subinventory are notified of the move order approval.

When to check the select check box for the record the ALLOCATE button gets enabled. You have two options 1.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. 2. To select Allocate button which would allocate the whole requested quantity. Page 17 of 43 . To go to View/Update Allocations button to manually update any information that is not correct.

Save the record. Page 18 of 43 .

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. Page 19 of 43 .

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 Page 20 of 43 .

This creates a move order. You can go to Transact Move orders screen and query up based on the item. Now the Supply Status changes from Full to In Process. The source type is Intra Org. Now you select the Replenish button to replenish the quantities.Mov 10 Kanban Move Orders Responsibility: Inventory GUI Navigation: → Kanban Kanban Cards Initially the Kanban card is set to full. Page 21 of 43 .

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. Page 22 of 43 .

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. Page 23 of 43 .

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 Page 24 of 43 .

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. Page 25 of 43 .

Page 26 of 43 . Returns Order Organizer Enter a new order. price list. Select the customer. 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.Navigation: → Orders. Now Book the Order by selecting the Book Order button.

Schedule it by going to TOOLS and selecting scheduling option. Page 27 of 43 .

In the Inventory tab select the organization. Page 28 of 43 . Now select online button.Navigation: → Shipping Release Sales Orders Release Sales Orders Enter the sales order.

Responsibility: Inventory Navigation: → Move Orders Transact Move Orders Under the Pick Wave tab check Sales Order and enter the Sales Order number. You will see the Pick Wave move order for Sales Order. Page 29 of 43 . Order Type & Order Source and select the find button.

Navigation: → On-Hand. You can now go to Transact Move orders screen and transact. Page 30 of 43 . Availability Reservations The pick wave move order for sales order creates a reservation.

BOM Setups are complete Page 31 of 43 . BOM is created and quantities are there in the source subinventories Pick Wave Move Orders For Work Orders Mov 12 Required Required WIP.Move Orders sourced from WIP Jobs Pick Wave Move Orders For Work Orders Step PreReqs Prerequisites PreReqs Item is already defined.

Suppy type should be push and no subinventory Page 32 of 43 .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.

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. Save. and start date. Change the status from Unreleased to Released and save. Page 33 of 43 .

Under quantities tab go and check the quantities. Page 34 of 43 .Under components tab go and check the component details.

Responsibility: Inventory GUI Navigation: → Move Orders Transact Move Orders Go to Pick Wave tab and select Work Order. Now select find button.Navigation: → Discrete Component Pick Release Now Query up the WIP job and then select Release button. Enter the job number. Page 35 of 43 .

You can now see that the move orders are created for the two subassemblies. There is no reservation created for pick wave move orders for work orders. Page 36 of 43 . You can now transact the two lines. You can go to the discrete job screen and query up the WIP job and see the quantities for the components.

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. Move Orders For Min-Max Mov 13 Required Page 37 of 43 . PreReqs Item is already defined with planning 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.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. Page 38 of 43 .

Enter the Subinventory name. Item Number ( if for a specific item) and restock parameter as ‘YES’. Planning Level select Subinventory.Navigation: → Planning Min-Max Planning Run the Min-Max planning at subinventory level ie. Now submit the request. Go to view my requests and check the output. Page 39 of 43 .

Navigation: → Move Orders Transact Move Orders Move Order of type Replenishment is created. You can now allocate and transact the move order. Page 40 of 43 .

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 API’s And Open Interfaces Manual Page 41 of 43 .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.

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’ Page 42 of 43 .

Output of the Move Order Pick Slip report. Page 43 of 43 .