Oracle Warehouse Management System MWA Personalization Release 12.1.

1

White Paper
Feb 25 2009

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Main Objectives: The main objective of this document is to show basic setups required for mobile personalization (Release 12.1.1) and has examples of some flows that will give any user a head start in using the functionality. Primary Author: John Changaramangalam The information contained in this document is subject to change without notice. If you find any problems in the documentation, please report them by e-mailing john.chankaramangalam@oracle.com. Special Thanks to Harry Herman (Support), Bhanu (Development), Bunnei Cheng (Program Management) , Support team & Development team.

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Table of Contents
Overview Of Mobile Personalization ....................................................................................................... 4 Mobile Personalization:......................................................................................................................... 5 Mobile Personalization Prerequisites: ..................................................................................................... 6 Personalization For Mobile PO Receipt Page:........................................................................................ 8 Personalization For Mobile PO Information Page: ................................................................................ 18 De-Activation of Personalization For Mobile PO Receipt and Information page: ................................. 22 Mobile Personalization For Move Any LPN page:................................................................................. 28 Mobile Personalization for Move Any LPN – Select Items page:.......................................................... 34 Mobile Personalization for WMS Inbound Manual Load: ...................................................................... 39 Mobile Personalization for WMS Inbound Manual Load – Select Contents: ........................................ 42 Personalization for Pick Load – Mobile WMS Manual Picking:............................................................. 46 Personalization for Pick Load – Mobile WMS Drop Loaded LPNs: ...................................................... 54 Personalization for Mobile LPN Ship:.................................................................................................... 63 Personalization for Mobile LPN Ship – Ship Confirm:........................................................................... 71 Personalization for Mobile WMS Update LPN: ..................................................................................... 78 Debugging Issues: ................................................................................................................................. 83

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Mobile Personalization
Overview Of Mobile Personalization
Mobile personalization enables you to customize Oracle Warehouse Management pages without making code changes. You can hide fields and provide default field values to reduce the amount of information a user must enter on a page. These changes reduce the number of scans and improve overall efficiency and execution. You can also set additional fields as required if these fields are essential to your business. With mobile personalization you can: • Hide fields and buttons • Provide default field values • Copy the value of a field to another field • Set editable fields as read only • Set non-required fields as required. Personalization can be controlled at multiple levels: Users will be allowed to customize the mobile pages and hence their experience while transaction execution at various levels that should include Function, Organization, Responsibility and User. The customizations done at a Function level will be reflected across the instance and will be experienced by all the users of the system. All the users in a particular organization will experience the customizations done at an Organization level. The customizations done at a Responsibility level will be experienced by all the users of that responsibility. The customizations done at a User level will be experienced only by that user. Available for most common Oracle Warehouse Management transactions: • Inbound • Receipt, Putaway, Load and Drop • Outbound • Pick Load, Drop, and Ship Confirm Personalization is supported for the following pages: 1. Mobile PO Receipt page 2. Mobile PO Receipt Information Page 3. Putaway Drop Page 4. Item Load Page 5. Move Any LPN page 6. Manual Load Page 7. Update LPN Page 8. Pick Load Page 9. Pick Drop Page 10. LPN Ship Page 11. Mobile Ship Confirm Page

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Mobile Personalization: Step PreReqs PPER PPER 1 PPER 2 PPER 3 PPER 4 PPER 5 PPER 6 PPER 7 PPER 8 PPER 9 PPER 10 PPER 11 PPER 12 Mobile Personalization Prerequisites Mobile Personalization Profile Setups Personalization For Mobile PO Receipt page Personalization For Mobile PO Information De-Activation of Personalization For Mobile PO Receipt and Information page Personalization for Move Any LPN page using Descriptive Flexfield. Page 5 of 83 . Personalization for Move Any LPN – Select Items page Personalization for WMS Inbound Manual Load Personalization for WMS Inbound Manual Load – Select Contents Personalization for Pick Load – Mobile WMS Manual Picking Personalization for Pick Load – Mobile WMS Drop Loaded LPNs Personalization for Mobile LPN Ship Personalization for Mobile LPN Ship – Ship Confirm Personalization for Mobile WMS Update LPN Debugging Issues Setup Required WMS should be setup up.

Profile Value No Yes Description Personalization is not enabled Personalization is enabled Page 6 of 83 . Profile Value No Yes Description You do not need to bounce the MWA server You need to bounce the MWA server for personalization MWA: Enable Personalization (Controls whether personalization is enabled) MWA Enable Personalization controls whether or not personalization is enabled for the user. PPER Mobile Personalization Profile Setups Responsibility: System Administration → Profile → System Navigation: MWA: Cache Personalized Metadata (Controls whether or not you need to bounce the MWA server) If you set the profile option MWA: Cache Personalized Metadata to Yes. then you must bounce the mobile server for personalization to take effect. Caching is recommended in a production environment to enhance performance.Mobile Personalization Prerequisites: PREREQS Prerequisites Required Complete all WMS setups.

We have set the following for user CJOHNP MWA: Cache Personalized Metadata No MWA: Enable Personalization Yes Page 7 of 83 .

Navigation: → Setup MWA Personalization Framework Page 8 of 83 .’ and make it a required field.Personalization For Mobile PO Receipt Page: PPER 1 Personalization For Mobile PO Receipt page Responsibility: Warehouse Manager Business Approach: In this example we will show how MWA personalization can be done for PO receipt page. We will also change the name of prompt on button Next Item to ‘More Items’. We will default subinventory name ‘RCV ‘ in To Sub field. We will change the LPN prompt to ‘Pallet No.

Then we select the Personalize button. We see all the pages listed. We select ‘Mobile PO Receipt’ page. Page 9 of 83 .We search by ‘Mobile%’.

Page 10 of 83 .We select Edit for LPN field.

Once done we select Apply button to finish. You can set an editable field as read only if: •The field is not required. •Default Value: Adds a fixed value to a mobile page. but you provide a default value. You can hide any field on a page if: •The field is not required.You can modify the following: •Prompt: Changes the field or button prompt •Copy From: Adds the value of a field by copying the value on the same page. Page 11 of 83 . but you provide a default value. •The field is required. •The field is a display only field In the above screen we change the prompt from LPN to Pallet No. We also set required from No to Yes. •The field is required.

We also make the field read-only by setting the read-only function to True. Page 12 of 83 . We default the subinventory name ‘RCV’ for To Sub field in Default Value function.Now we see that personalized Level Function is checked for LPN field.

Now we see that Personalized level Function for To Sub is checked. Page 13 of 83 . Now we change the Next Item button prompt to More Items.

Prompt for Next Item changed to More Items. Page 14 of 83 . You will see that the Personalized Level Function for button Next Item is checked.

e. Page 15 of 83 .Now we see that the personalization for Mobile PO Receipt is checked i. Responsibility: Warehouse Manager → Setup → Material Setup → Items → Master Items Navigation: We create item ‘testitem’ and assign it to W1 organization. made Active.

Responsibility: Purchasing Super User Navigation: → Purchase Orders → Purchase Orders We create Purchase Order # 5900 for item ‘testitem’ and quantity 10. Page 16 of 83 .

In To Sub filed RCV gets defaulted and it is not editable. Page 17 of 83 . Below is the screen that shows with personalization activated.) You will see the LPN prompt is changed to Pallet No. (Above is the screen that shows fields without personalization activated. We do a PO receipt. The Next Item button prompt shows More Items.Responsibility:Whse Mgmt Navigation: → Inbound → Receipt →PO Now we log into mobile.

We will hide Cancel button on the Mobile PO Receipt Information page. We select the Cancel button personalization field properties. We change the rendered to False so that the button is not displayed.Personalization For Mobile PO Information Page: PPER 2 Personalization For Mobile PO Information Responsibility: Warehouse Manager Business Approach: In this example we will show how MWA personalization can be done for Mobile PO Receipt Information page. Navigation: → Setup MWA Personalization Framework We select Mobile PO Receipt Information. Page 18 of 83 .

Page 19 of 83 .Now we see that Personalized Level Function for button Cancel is checked. Now Mobile PO Receipt Information page for personalization is made active.

Responsibility:Whse Mgmt Page 20 of 83 . You can see the Cancel button.Responsibility: Purchasing Super User Navigation: → Purchase Orders → Purchase Orders Created Purchase Order # 5908 for item ‘testitem’ quantity 10. Below is the screen shot of PO Receipt information page before MWA personalization for the page was activated.

Navigation: → Inbound → Receipt →PO User can navigate to PO Receipt Information page if Done button is clicked on PO Receipt page. Page 21 of 83 . Now you see the Cancel button is hidden when the personalization was activated.

Page 22 of 83 . Navigation: → Setup MWA Personalization Framework We select Mobile PO Receipt page.De-Activation of Personalization For Mobile PO Receipt and Information page: PPER 3 De-Activation of Personalization For Mobile PO Receipt and Information page Responsibility: Warehouse Manager Business Approach: In this example we will show how to de-active specific Mobile pages. In our example we will deactivate PO Receipt page and Information page.

Now we select function and then select the Deactivate button.’ Page 23 of 83 . You will see the message ‘Function level personalization to Mobile PO Receipt deactivated successfully.

Now you see all the standard field prompt names. Below is the screen shot of the Mobile PO Receipt page after personalization was deactivated.Responsibility:Whse Mgmt Navigation: → Inbound → Receipt →PO Below is the screen shot of the how the page looked when personalization was active. Page 24 of 83 . Also you can see that To Sub filed is now enterable and subinventory name ‘RCV’ is not defaulted.

Page 25 of 83 .Now we deactivate personalization for Mobile PO Receipt Information page.

Now after deactivation you see the Cancel Button. You will see the message ‘Function level personalization for Mobile PO Receipt deactivated successfully. The Cancel button is hidden. We deactivate the function.Note: That the function name for Mobile PO Receipt Information page shows name Mobile PO receipt. Page 26 of 83 . Below is how the screen looks before deactivation.

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Mobile Personalization For Move Any LPN page:
PPER 4 Personalization for Move Any LPN page using Descriptive Flexfield Responsibility: Warehouse Manager Business Approach: In this example we will show how to personalize Mobile WMS Move Any LPN page and also activating LPN DFF. Responsibility: Warehouse Manager → Setup Material Setup Navigation:

Flexfields

Descriptive

Segment

We query the descriptive flexfield WMS License Plate Numbers. We define new context LPN Dimensions.

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Defined 3 attributes Length, Width and Height. Navigation: → Setup MWA Personalization Framework

We select Mobile WMS Move Any LPN page.

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We select Personalize.

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We select DFF for Into LPN.

We rename the prompt ‘Into LPN DFF’ to ‘Dimensions’. We make rendered True and Display Inline True. You can choose to enable users to update the descriptive flexfield, or display it as a read-only field on the mobile page. How the field appears, depends on the choices you select in the Personalization Field Properties page. To personalize descriptive flexfields on mobile pages, follow the procedure for personalizing mobile pages. The personalization options for descriptive flexfields are: •Display Inline: If you set the field to yes, then the descriptive flexfields are displayed on the same page. If you set the field to no, then the user enters the descriptive flexfield values on a separate page. •Default Context: If you set the field to yes, then the user can enter a default context for the descriptive flexfield.

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Page 32 of 83 .We activate personalization for the mobile page.

Responsibility:Whse Mgmt Navigation: → Tasks → Directed Tasks → Directed Move → Move Any LPN Page 33 of 83 .

We try to copy the quantity from Qty field into Confirm field. Responsibility: Warehouse Manager → System Administrator Navigation: Application Function If the form function parameter SUGGESTION is set to LINES for the function Mobile WMS Move Any LPN then user will be able to navigate to Putaway Drop Page. ATTACHMENT_DISPLAY_MODE=NEVER PAGE_TYPE= SYSTEM_DROP DROP_INTO_LPN=YES DROP_FULL_LPN=YES DROP_TRANSFER_CONTENTS=YES We change the above to the following: ATTACHMENT_DISPLAY_MODE=NEVER PAGE_TYPE= SYSTEM_DROP DROP_INTO_LPN=YES DROP_FULL_LPN=YES DROP_TRANSFER_CONTENTS=YES SUGGESTION= LINES Page 34 of 83 .Mobile Personalization for Move Any LPN – Select Items page: PPER 5 Personalization for Move Any LPN – Select Items page Responsibility: Warehouse Manager Business Approach: We modify Drop Page (Move Any LPN – Select Items page).

Responsibility: Warehouse Manager Navigation: → Setup MWA Personalization Framework Now we select page Mobile WMS Move Any LPN (Select Item) Page 35 of 83 .

We select Qty from the list of values from copy from.We select prompt Copy From and in the list of values we select Qty. Page 36 of 83 .

Now we activate the personalization. Page 37 of 83 .

Responsibility:Whse Mgmt Navigation: → Tasks → Directed Tasks → Directed Move → Move Any LPN You will see that quantity 10 in Confirm field getting inherited from Qty field. Page 38 of 83 .

Mobile Personalization for WMS Inbound Manual Load: PPER 6 Personalization for WMS Inbound Manual Load Responsibility: Warehouse Manager Business Approach: We modify WMS Inbound Manual Load and make the Into LPN field required. Responsibility: Warehouse Manager → Setup MWA Personalization Framework Navigation: We select Mobile WMS Inbound Manual Load. Page 39 of 83 .

Now we activate the function.We select field ‘Into LPN’ and select required. Page 40 of 83 .

Responsibility:Whse Mgmt Navigation: → Tasks → Manual Tasks → Manual load We now see we cannot tab from the Into LPN field unless we enter a lpn number. Page 41 of 83 .

ATTACHMENT_DISPLAY_MODE=NEVER PAGE_TYPE= MANUAL_LOAD LOAD_INTO_LPN=YES LOAD_FULL_LPN=YES LOAD_CONTENTS=YES LOAD_TRANSFER_CONTENTS=YES SERIALLY_COUNTED=NO SERIAL_TYPE=RANGE LOAD_DROP=YES DROP_FULL_LPN=YES Page 42 of 83 .Mobile Personalization for WMS Inbound Manual Load – Select Contents: PPER 7 Personalization for WMS Inbound Manual Load – Select Contents Responsibility: Warehouse Manager Business Approach: We modify WMS Inbound Manual Load –Select Contents and change the load/drop button prompt to Complete Putaway. Responsibility: Warehouse Manager → Setup MWA Personalization Framework Navigation: Changing Prompt on Load/drop button to Complete Putaway Make sure you add to function WMS_IN_MANLD_MOB (Mobile WMS Inbound Manual Load) form parameter (LOAD_DROP=YES DROP_FULL_LPN=YES) It will look like this.

We now activate the function. Page 43 of 83 .We change the button prompt from Load and Drop to Complete Putaway.

Responsibility:Whse Mgmt Navigation: → Tasks → Manual Tasks → Manual load Once in Manual Load page one can select ‘Select Contents’ and then one sees the ‘Load And Drop’ now shows prompt ‘Complete Putaway’. Page 44 of 83 .

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Responsibility: Warehouse Manager → Setup MWA Personalization Framework Navigation: We select ‘Mobile Pick Load – Mobile WMS Manual Picking’.Personalization for Pick Load – Mobile WMS Manual Picking: PPER 8 Personalization for Pick Load – Mobile WMS Manual Picking Responsibility: Warehouse Manager Business Approach: We modify Mobile Pick Load – Mobile WMS Manual Picking and make transfer lpn (Xfer LPN) field required. Page 46 of 83 .

Page 47 of 83 .We select Xfer LPN field and change it to required ‘Yes’.

Responsibility: Manufacturing And Distribution Manager Navigation: → Order Management Orders.We Activate the personalization for this page. Returns Order Organizer We create sales order 65080 for testitem quantity 10. Page 48 of 83 .

Responsibility: Manufacturing And Distribution Manager Navigation: → Order Management Shipping Release Sales Orders Release Sales Orders We run pick release. Page 49 of 83 .

Page 50 of 83 .

Pick release output. Page 51 of 83 .

which is the pick id. You will see that now the Xfer LPN field is required. Responsibility:Whse Mgmt → Tasks → Manual Tasks → Paper Based Pick Navigation: We go to the load page. Page 52 of 83 .Responsibility: Warehouse Manager Navigation: → Inquiry Warehouse Control Board We select the transaction number.

Enter the transfer LPN and then load and drop the lpn. Page 53 of 83 .

For confirm subinventory we copy the value from To Sub field.1.Personalization for Pick Load – Mobile WMS Drop Loaded LPNs: PPER 9 Personalization for Pick Load – Mobile WMS Drop Loaded LPNs Responsibility: Warehouse Manager Business Approach: We modify WMS Drop Loaded LPNs such that we default to subinventory to 'STA' and to locator to 'L1. Also we make these field's read only so that user does not have to enter values thus reducing keystrokes.1' . For confirm locator we copy the value from To Loc field. Page 54 of 83 . Responsibility: Warehouse Manager → Setup MWA Personalization Framework Navigation: We select Mobile Pick Drop – Mobile WMS Drop Loaded LPNs.

Page 55 of 83 .We select To Sub and default ‘STA’.

We select To Loc and default ‘L1.1. Page 56 of 83 .1’.

Page 57 of 83 .For confirm subinventory we copy the value from To Sub field.

Page 58 of 83 .For confirm locator we copy value from To Loc.

Page 59 of 83 .Responsibility: Manufacturing And Distribution Manager Navigation: → Order Management Orders. Returns Order Organizer Create sales order 65096 for item ‘testitem’ quantity 10.

Page 60 of 83 .Responsibility: Manufacturing And Distribution Manager Navigation: → Order Management Shipping Release Sales Orders Release Sales Orders Now we run pick release for the order 65096.

which becomes the pick id.Pick release output. Page 61 of 83 . Responsibility: Warehouse Manager → Inquiry Warehouse Control Board Navigation: We now select the transaction number.

Responsibility:Whse Mgmt Navigation: → Tasks → Manual Tasks → Paper Based Pick Enter pick id and then select load and drop option.1.1 being defaulted. Page 62 of 83 . When you go to drop screen you see staging subinventory STA and staging locator L1.

Page 63 of 83 .1.Personalization for Mobile LPN Ship: PPER 10 Personalization for Mobile LPN Ship Responsibility: Warehouse Manager Business Approach: We modify LPN Ship page to default dock door ‘D1. Responsibility: Warehouse Manager → Setup MWA Personalization Framework Navigation: We select Mobile LPN Ship.1’.

In the default value field for dock door we put value ‘D1. Page 64 of 83 .1.1’ so that user does not have to select it.

We activate personalization for this page. Page 65 of 83 .

Page 66 of 83 .Responsibility: Manufacturing And Distribution Manager Navigation: → Order Management Orders. Returns Order Organizer We create sales order 65261 for item ‘testitem’ and quantity 10.

Page 67 of 83 .Responsibility: Manufacturing And Distribution Manager Navigation: → Order Management Shipping Release Sales Orders Release Sales Orders We run pick release.

Page 68 of 83 . Responsibility:Whse Mgmt Navigation: → Tasks → Manual Tasks → Paper Based Pick We load the LPN and then drop it to staging.Above is the pick release output.

Responsibility:Whse Mgmt → Outbound → Shipping → LPN Ship Navigation: Now we see dock door defaulted to ‘D1. Page 69 of 83 .1’.1.

We load the LPN and ship it. Page 70 of 83 .

Page 71 of 83 . Responsibility: Warehouse Manager → Setup MWA Personalization Framework Navigation: We select ‘Mobile LPN Ship – Ship Confirm’.Personalization for Mobile LPN Ship – Ship Confirm: PPER 11 Personalization for Mobile LPN Ship – Ship Confirm Responsibility: Warehouse Manager Business Approach: We modify LPN Ship – Ship Confirm page to make field 'Weight' to rendered 'False' so that it is not displayed.

Now we activate personalization. Page 72 of 83 .We make rendered False for the weight field.

Responsibility: Manufacturing And Distribution Manager Navigation: → Order Management Orders. Returns Order Organizer We create sales order 65262 for item ‘testitem’ for quantity 10. Page 73 of 83 .

Page 74 of 83 .Responsibility: Manufacturing And Distribution Manager Navigation: → Order Management Shipping Release Sales Orders Release Sales Orders We now run pick release.

Responsibility:Whse Mgmt Navigation: → Tasks → Manual Tasks → Paper Based Pick Page 75 of 83 .

Responsibility:Whse Mgmt Navigation: → Outbound → Shipping → LPN Ship Page 76 of 83 .We load and drop the LPN in staging.

The above screen shows the weight field before personalization was activated. Page 77 of 83 . The below screen shows that the weight field is hidden after personalization is activated.

Responsibility: Warehouse Manager → Setup MWA Personalization Framework Navigation: We select ‘Mobile WMS Update LPN’.Personalization for Mobile WMS Update LPN: PPER 11 Personalization for Mobile WMS Update LPN Responsibility: Warehouse Manager Business Approach: We modify WMS Update LPN page and default ‘LB’ in Weight UOM field. Page 78 of 83 . In Wt UOM field we default ‘LB’.

Page 79 of 83 .We activate the personalization for Update LPN.

Page 80 of 83 .Responsibility: Warehouse Manager Navigation: → Inquiry Material Workbench For lpn LPN194 we see no weight when we check through material work bench by selecting attributes button.

We enter weight 200.Responsibility:Whse Mgmt Navigation: → Warehousing → LPN Transactions → LPN Update We query lpn LPN194. Wt UOM defaults to ‘LB’. Page 81 of 83 .

Now we go back to material workbench and we see weight UOM ‘LB’ and weight 200. Page 82 of 83 .

perform the transaction again and get the following log files from that log directory [port]. restart the mobile server and hit ctrl-X. Set profile options select value from v$parameter where name = 'utl_file_dir'. and modify log level to trace 2. • Screen shots of the issue along with a good scenario.cfg.1 Oracle WMS Personalization Framework Page 83 of 83 .log [port]WMS. To do this go to the mwa server config file mwa.log (make sure that you have write permission for this file and directory)] INV: Debug Level = 9 1. set mwa. see what directory is for the logging 3.log Inventory Debug log from the directory set in profile 'INV: Debug File’ Reference : Note 469339.log [port].INV.Debugging Issues : The following are the requirements from support for logging a tar.system.> INV: Debug Trace = YES INV: Debug File = [directory value from above query]/logfilename.cfg to trace level.

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