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Execution
An Oracle Topical Essay
Created April 2000
Introduction: Containerization in Shipping Execution
Containerization in Release 11i has been made much more flexible and easy to use. Whereas
planning containers and actually assigning items to containers took place in two separate
forms in Delivery-based Shipping in Release 11, all planning and assigning of items to
containers takes place in one form, the Shipping Transactions Form, in Release 11i.
There are a number of ways in which you can pack items into containers. Auto-Pack allows
you to automatically pack items into specific types of containers. Auto-Pack Master allows
you to automatically pack items into a specific container type and also automatically pack the
container into another type of container. You can manually pack items into previously
created containers. You can also pack items into previously created containers using the
Packing Workbench, which allows for packing equal quantities of lines into multiple
containers and also for packing full quantities of lines into one container at a time.
Aside from the actual packing of line items into containers, you can also:
• Create multiple containers using a specified prefix, numeric string, and a suffix.
• Define the order in which you want to place items into containers.
Some of the functionality that is not currently handled in Shipping Execution’s Container
Management but are handled in Oracle Inventory’s Warehouse Management System include:
• Homogeneous Containers—can define what can and cannot be included within specific
containers. Hazardous materials cannot be mixed with cereal, for example.
1. Navigate to the Item Types window (Inventory > Setup > Items > Item Types).
2. Define the Code as CN (or something meaningful to you), the Meaning as Container
item (or container), and select the Enabled toggle to allow use of this container item.
You can specify a Description, Start Date, and End Date if required.
3. Define another Code as VH (or something meaningful to you), the Meaning as Vehicle,
and select the Enabled toggle. You can specify a Description, Start Date, and End Date
if required.
1. Navigate to the Container Types window (Inventory > Setup > Items > Container
Types).
1. Navigate to the Master Item window (Inventory > Items > Master Items).
2. Define the name of the container (Wood Pallet, for example) you want to create (in the
Item field).
4. In the Physical Attributes tab, define the weight unit of measure, unit (tare) weight,
volume unit of measure, unit volume, container type, internal volume, maximum load
weight, minimum fill percentage, and select the Container toggle. If the Percent Fill
Basis Shipping Parameter is set to Weight or Volume, Shipping Execution will use the
weights or volumes you define for containers and items to calculate how many items will
fit into containers. Unit Volume for a pallet is the total space occupied by the pallet
when loaded (e.g. 5’ x 3.3’ x 4’= 66 cf), while Internal Volume for the pallet is equal to
5. Select the Organization Assignment option from the Tools menu to display the
Organization Assignment window. Select the Assigned toggle for each organization for
which you want the container to be active. Alternatively, select Assign All to assign this
container to all organizations. Save your work.
6. Optionally, navigate to the Inventory tab and click the Inventory Item check box. This
action will also set the Stockable check box and Transactable check box. Next, define
the Serial Generation as ‘At Sales Order Issue’ if you want to assign serial numbers to
the container in the Shipping Transactions Form.
7. Navigate to the Order Management tab and click on the Shippable check box and OE
Transactable check box.
8. Repeat these steps for each type of container you want to create.
4. Create a Vehicle
1. Navigate to the Master Item window (Inventory > Items > Master Items).
2. Define the name of the vehicle (Cargo Plane, Truck, etc.) you want to create (in the Item
field).
4. In the Physical Attributes tab, define the weight unit of measure, unit (tare) weight,
volume unit of measure, unit volume, internal volume, maximum load weight, minimum
fill percentage, and select the Vehicle toggle. If the Percent Fill Basis parameter is set to
quantity, then Shipping Execution will use the quantity you defined in container-load
relationships to fill the containers, as discussed on the next page.
1. Navigate to the Master Item window (Inventory > Items > Master Items).
3. In the Physical Attributes tab, define the weight unit of measure, unit weight, volume
unit of measure, and unit volume. Defining weights and volumes for your items allows
you to calculate the weight and volume for your containers and deliveries. If the Percent
Fill Basis Shipping Parameter is set to Weight or Volume, Shipping Execution will use
the weights or volumes you define for containers and items to calculate how many items
will fit into containers.
4. If you are creating a new item, make sure to define the item as Shippable and OE
Transactable in the Order Management tab.
5. Select the Organization Assignment option from the Tool menu to display the
Organization Assignment window. Select the Assigned toggle for each organization for
which you want the item to be active. Alternatively, select Assign All to assign this
product item to all organizations. Save your work.
2. Select the Container Item for which you want to define a relationship, select the Load
Item you want to load into the Container Item, and define the Maximum Quantity of the
Load Item that you can load into the Container Item. You can specify container-item
relationships or container-container relationships.
3. Continue creating container-load relationships for all containers and items you plan to
use. Container-load relationships are used for packing whenever the Percent Fill Basis
Shipping Parameter is set to Quantity and also when you use the ‘Auto-Pack ‘ and ‘Auto-
Pack Master’ features to pack items into containers.
4. Select the Preferred Flag toggle to use the container-load relationship as the preferred
relationship between items and containers (and containers and containers). You could
potentially have multiple load-relationships between items and different containers.
When you select the Preferred Flag toggle for a container-load relationship, Auto-Pack
and Auto-Pack Master will use the Preferred relationship when packing that item. For
example, if you have two container-load relationships for ItemA—one with ContainerA,
which is the preferred container, and one with Container B—the maximum load defined
in the relationship with ContainerA will be used when you select Auto-Pack or Auto-
Pack Master for packing ItemA. You must set the Preferred Flag for one of the
Container-Load Relationships you have for an item in order to use Auto-Pack or Auto-
Pack Master for that item. If you do not set the Preferred Flag for one of the
relationships for an item, you will receive an error message.
1. Navigate to the Shipping Parameters window (Order Management > Shipping > Setup
> Shipping Parameters).
2. Select the Percent Fill Basis you want to be used to determine whether or not containers
have met their minimum fill percentage. Use 'minimum fill percent' specified on LPN to
give a warning (whether the item is under-packed or over-packed) when you manually
pack/unpack the items into an LPN. You can also use 'minimum fill percent' specified
on LPN to determine 'how many' of an item can be packed into an LPN during auto-
packing process. Select from Quantity, Weight, Volume, or None. For example, if you
define a container-load relationship in which CONTAINERA can hold quantity 5 of
ITEMA, you select Quantity in this field, and you define the minimum fill percentage for
CONTAINERA to be 75 percent, you must have at least a quantity 4 of ITEMA in
CONTAINERA to meet your minimum fill percentage. If you select Weight or
Volume, the Percent Fill is calculated based on the weight or volume (physical attributes)
you have defined for your items. When 'percent fill basis' is set to None, then shipping
will not calculate fill% of an LPN and hence there will be no warning as whether an
LPN is under packed or over packed. Also, you will not be able to do auto-packing.
3. Set the Enforce Packing in Containers display list to Yes if you want OE/Shipping to
display an error message during Ship Confirm when you try to ship a delivery that
contains unpacked delivery lines.
1. Navigate to the Customer Items Summary window (Inventory > Items > Customer
Items > Customer Items).
2. Query your customer item and define default Master and Detail containers in the
Containers tab. These containers will default in the Master and Detail fields in the
Shipping Transaction Form when you query the item associated with your customer
item. When you Auto-Pack, these containers will be used to pack the items. If a
You create containers using the Create Containers option on the Actions menu in the
Lines/Containers tab in the Shipping Transactions Form. This option displays the Create
Containers form in which you define: the organization which contains the type of container
you want to use, the type of container you want to pack your items into, the total number of
containers you want to create, the prefix that you want to be used in the name of the
container, the starting number for the string of containers you are creating, the width of the
numeric string (numeric portion) used in naming the containers, and the suffix that will be
used in the naming of the containers. For example, if you specify PC as the prefix, 1 as the
starting number, 3 as the Pad to Width for the numeric string, BX as the suffix, and you are
creating 5 containers, the resulting created containers would be named: PC001BX,
PC002BX, PC003BX, PC004BX, and PC005BX. If you set the Pad to Width as 4, you
would get PC0001BX, PC0002BX, PC0003BX, PC0004BX, and PC0005BX.
Once created, you can select the containers from a List of Values that displays when you
choose the Pack option in the Shipping Transactions Form. You can also query up existing
(created) containers using the Query Manager (via the Containers or Lines and Containers
options).
• You can manually pack items into an existing container (Pack option).
• You can automatically pack an item into a container, and pack that container into
another (parent/Master) container (Auto-Pack Master).
• You can automatically pack equal quantities of multiple items into multiple containers
(Equal Packing in the Packing Workbench).
• You can automatically pack line items into a container until you fill the container or use
all of the items, and then continue packing the next line into the next container (Full
Packing in the Packing Workbench).
Manual Packing
Manual Packing involves packing items into containers that have already been created using
the Create Container action in the Lines/Containers tab in the Shipping Transactions Form.
Manual Packing can be accomplished by selecting the line (in the Lines/Containers tab in the
Shipping Transaction Form) that you want to pack into the container and choosing the Pack
option from the Actions list, which displays a List of Values containing previously created
containers.
Manual Packing does not use a Container-Load Relationship when packing, but the weight,
volume, and percent fill (based on the setting for the Percent Fill Basis Shipping Parameter)
are calculated to determine whether or not the items will “fit” into the container. A warning
message will display if the total weight and volume of the items is greater than the available
capacity of the container. A warning will also display if the minimum fill percentage is not
attained. The warning message can be ignored if desired.
You might want to use this method of packing if you have several items (maybe pencils,
paper clips, and pads of paper) that are heading to the same customer and the customer does
not care about what type of container is used. So, you could query up your delivery lines in
the Shipping Transaction Form (using the Query Manager), multi-select your lines, choose
Pack from the Actions list, and then select the container you have created from the resulting
List of Values.
Auto-Packing
Auto-Pack is an option on the Actions list in the Lines/Containers tab in the Shipping
Transaction Form that will automatically calculate and create the number of containers
required to pack all of the items and then pack all of the items into the created containers.
There are two different ways to specify the type of container to be used when using Auto-
Pack or Auto-Pack Master: specify a Master and/or Detail container for a customer item, or
set up a Container-Load Relationship between the item(s) and container(s). If you are Auto-
Packing a customer item with a pre-defined Master and/or Detail association (set up in the
Customer Item Summary window), then Auto-Pack will use those container types to create
the containers required and pack the customer item. To determine how many containers are
needed, Auto-Pack will use the Percent Fill Basis Shipping Parameter. If Percent Fill Basis is
set to Quantity, Auto-Pack will look for Container-Load Relationships set up for the item
and the Detail Container, as well as for the Detail Container and the Master Container. If
these Container-Load Relationships are not set up, then Auto-Pack will use the weights and
volumes for the item and the available capacities defined for the containers.
For example, let’s say your customer preferred that you pack the monitors that you make
into a cardboard box (one in each box) and that you pack twelve cardboard boxes
(containing the monitors) on a pallet for shipment. You can assign the specific cardboard
box (type of container) as the detail container for the customer item and the pallet as the
Master Container for the customer item in the Customer Item Summary window. When the
order is booked and the line is “pulled into” (imported into) Shipping Execution and viewed
in the Lines/Containers tab in the Shipping Transactions Form, the cardboard box and the
pallet container types will default into the Master and Detail fields for the line. When you
run Auto-Pack for this line and Percent Fill Basis set to Quantity, Auto-Pack uses the
Container-Load Relationship set up for the item and the container or, if no Container-Load
Relationship is set up, Auto-Pack uses the weight and volume and container capacity for the
item and container to calculate the required number of containers. Once the number of
containers is calculated, the containers are created and the items are packed into the
containers. Then, the total number of Master containers are calculated based on the number
of Detail containers created, and the appropriate number of Detail containers are placed into
the appropriate Master container. So, if you set up a Container-Load Relationship where a
maximum of 1 monitor fit in 1 cardboard box and 12 cardboard boxes fit on one pallet and
your customer ordered 24 monitors, the 24 monitors would be placed in 24 cardboard boxes
(1 in each box) and then 12 cardboard boxes would be placed on each of the 2 pallets that
were created.
For any other type of item you are Auto-Packing, you must have a Container-Load
Relationship set up. If you try to Auto-Pack items into a container and no Container-Load
Relationship is established, you will receive an error message. Auto-Pack will use the
Container-Load Relationship to determine the type of container to needed to pack the item.
The setting of the Percent Fill Basis Shipping Parameter is used to determine how many
containers are going to be needed to pack all of the items. If the Percent Fill Basis Shipping
Parameter is set to Quantity, the Maximum Quantity defined for the Container-Load
Relationship (being used to determine the type of container) will be used to calculate the
Auto-Pack Master packs not only an item into a container (Detail Container in this scenario),
but it will also pack the Detail Container into a Master Container. For example, let’s say you
had a delivery line with a quantity of 12 of ItemA and a Container-Load Relationship set up
so that 6 of ItemA will fit into ContainerA and 2 of ContainerA will fit into ContainerB (and
Percent Fill Basis is set to Quantity). If you run Auto-Pack Master, the line will be split into
2 lines of 6, the first line will be packed into the first container, the second line will be
packed into the second container, and the two Detail Containers (2 ContainerAs) will be
packed into ContainerB.
Packing Workbench
The Packing Workbench allows for two different methods of packing: Equal Packing and
Full Packing. As the name suggests, Equal Packing involves packing equal amounts of items
from one or many lines into one or many containers. Full Packing involves packing the
entire quantity of one delivery line into one or many containers, and then packing the entire
quantity of the next delivery line into one or many containers. If the entire quantity of the
first line does not fill a container, items from the next delivery line will be added to the
container with available space until it is filled.
To use the Packing Workbench, you must select the delivery lines and the containers in the
Lines/Containers tab in the Shipping Transactions Form that you want to pack and then
select “Packing Workbench” from the Actions list. So, you must have queried up lines and
previously created containers or you must have queried up lines and then created new
containers. When selecting lines in the Shipping Transactions Form to use in the Packing
Workbench, you can use the Packing Calculator (accessed by clicking on the bar on the far
right hand side of the Shipping Transactions Form or by selecting Packing Calculator from
the Tools menu) to determine whether or not the lines might be able to fit in the containers
you have selected. The Available Capacity region shows how much weight and volume the
containers that you have selected can hold and the Item Total region shows the total weight
and volume for all of the lines you have selected.
Once you have selected your lines and containers and have selected Packing Workbench
from the Actions list, the Packing Workbench displays containing your selected containers
on one tab and your selected lines on the other tab. You can see the total Available Capacity
for the containers and the weights and volumes for the items on the left side of the Packing
Workbench. By default, you will notice the Pack toggle next to your lines and containers is
selected. If you turn the Pack toggle off for a container or line, then that line or container
will not be used for packing and, hence, the Available Capacity and Item Total regions will
be updated accordingly.
There is a potential drawback to using Equal Packing. When you use Equal Packing, lines
are split evenly so that equal quantities will be packed into the selected containers.
Container-Load Relationships and weight and volume limitations within containers are not
used when packing the items equally into containers. In other words, the lines are split and
packed into the containers prior to performing weight and volume validations. Validations
based on weight and volume do take place to determine whether or not the containers are
over-packed (weight or volume exceeds maximum weight or volume for a container),
resulting in the display of Warning messages, but not until after the lines are split. Once the
lines are split, you cannot return the lines to their original status (if one line for quantity of 6
was split into two lines for quantity of 3, you cannot return the two lines into one line for
quantity of 6). So, if you split the lines and find out that you really want to pack them
differently, you will have to pack the resulting split lines rather than the initial pre-split lines.
Full Packing
Full Packing involves taking items in a delivery line and packing them completely into one
container, then taking the next line and packing its entire quantity. If the items in the first
delivery line do not completely fill the first container, the items in the second delivery line
will be added to the first container until it is filled. If all of the items in the second delivery
line were not used to fill the first container, then the remaining items are packed into the
second container.
For example, let’s say you had two delivery lines, one consisting of 10 of ItemA and one
consisting of 10 of ItemB, and you wanted to pack them into three containers. If the
Percent Fill Basis Shipping Parameter was set to Quantity, the Packing Workbench would
use the Container-Load Relationship set up to determine the maximum number of items that
could fit in the first container. If Percent Fill Basis were set to Weight or Volume, the
Packing Workbench would use the weight and volume defined for the item and the
maximum load weight or volume defined for the container to calculate the total number of
items that could fit in the first container. Let’s say Percent Fill Basis is set to Quantity and a
Container-Load Relationship is established that says that 5 of ItemA will fit in the first
container. Five of ItemA will be placed in the first container, then the Packing Workbench
calculates the total number of ItemAs that will fit into the second container. If a Container-
Load Relationship is set up so that 10 of ItemA will fit in the second container, the Packing
Workbench will place the remaining 5 of ItemA in the second container. The Packing
Workbench then calculates that the container is only fifty percent filled, so the Packing
You can assign a master serial number to your container. After you create your container in
the Shipping Transactions form, you can assign a master serial number to your container.
Enter a numeric serial number in the master serial number field; the field will not accept
serial numbers with alpha digits. No uniqueness is associated with the serial numbers
assigned; there is no intelligence around the sequence of numbers assigned.
If you assign a container (Detail Container) to another container (Master Container), the
serial number of the Master Container will automatically default into the Master Serial
Number field for the Detail Container and the Delivery Lines. If you change the serial
number for the Master Container, Shipping Execution will automatically update the Master
Serial Numbers for all Detail Containers and Delivery Lines assigned to that Master
Container.
You must have imported order lines with a defined Production Sequence Number or you
must have entered a Customer Production Sequence Number in Others tab in the Lines
region of the Sales Orders window. Generating a loading sequence is optional. You would
only generate a loading sequence when you wanted to place items in a container or on a
delivery in a certain order. For example, if an automotive manufacturer’s assembly line
needed specific items in a certain order, they might want to have items shipped to them
placed in a certain order in the container or delivery so that they could remove the items in
the most efficient order for their assembly line. The loading sequence is printed on the
Vehicle Load Sheet Detail report.
1. Navigate to the Shipping Transactions form, and then select the Delivery tab. In the
‘Loading Lines’ field, select a loading pattern.
You can select from Forward (1, 2, 3, 4), Reverse (4, 3, 2, 1), Forward-Inverted (2, 1, 4,
3), and Reverse-Inverted (3, 4, 1, 2).
Loading sequence determines the order in which the delivery lines are placed in the
container or the delivery, depending on whether or not you have defined a Detail
Container for the delivery line. If you have specified a Detail Container, the loading
sequence determines the order in which the delivery line is placed into the container. If
you have specified a Master Container or if you have not specified any container for the
delivery line, the loading sequence will determine the order in which the delivery line will
be placed in the vehicle.
If you have ITEMA with a Production Sequence Number of 1 and ITEMB with a
Production Sequence Number of 2 and you select Reverse as your Lines Loading order,
ITEMB would have a Loading Order Number of 1 and ITEMA would have a Loading
If a Customer Production Sequence Number is not assigned to the delivery line, you can
enter a Loading Sequence to determine the order in which the delivery line will be loaded
into the container or delivery.
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