Task Management

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may not be incorporated into any contract. It is not a
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Oracle Advisor Webcast
Task Management with Oracle Warehouse
Management
Nitesh Arora
Director, Product Management
Agenda
 Objectives
 Product Features
 Key Takeaways

Objectives
Why “Task Management”?
Business Drivers
• Labor costs are a major portion of

operating expenses
• Managers need an intelligent system to

automatically allocate and dispatch work
to warehouse resources

Objectives
Why “Task Management”?
Benefits
• Automate work assignment and execution:

• Task Management (3 Ps)
• Permission – Is the operator permitted to
do a specific task?
• Proximity – Is it efficient for the operator
to do a task based on current location?
• Priority - How important is this task?
• Task Interleaving – Combining tasks for
operators to increase productivity and
reduce "deadheading"

Agenda
 Objectives
 Key Takeaways

Product Features
Terminology
 Task – Work unit tied to any operation in the
warehouse (outbound, inbound, moves etc.)
 System Task Type – Category of tasks generated
by the system (pick, putaway, MO Transfer, MO
Issue, Replenishment, Cycle Count)
 User Task Type – User defined tasks mapped to
one of the system task type
 Resource – People and machine assigned to a
work unit
 Dispatching – Execution and exception handling
of tasks based on user requests
 Interleaving – Combine different types of tasks
for increased productivity

Product Features
Task Management
Capabilities
• Rules engine for task assignment
• Dispatch engine for execution & exceptions
• Dispatch tasks to qualified users
• Minimize travel distance
• Optimize task sequencing (task priority, locator
pick sequence, locator x-y coordinates and
current location)
• Minimize deadheading (empty load trips)
• Split tasks based on equipment capacity
• Merge tasks based on the pick methodology

Product Features
Outbound Process Flow
Pick Wave(s) Task Queue
Split
Create & Allocate
Containerize
Tasks
Sort
Mobile RF
Pick Release
 Match operator skills and equipment capabilities to tasks

– Don’t send a pallet jack to pick from 3rd level rack position
 Automatically dispatch pick tasks To Mobile RF Devices
– Real-time task and inventory updates
 Use warehouse control board to monitor, analyze, and manually assign tasks
 Support for multiple picking methodologies
 Perform Task Sequencing and Interleaving
– Perform inventory moves, cycle counts etc. in between picking

Setups
Define Resources – People

Setups
Define Resources – People

Setups
Define Equipment Item

Setups
Define Resources – Machine/Equipment

Setups
Define Resources – Machine/Equipment

Setups
Define Department

Setups
Assign Resources to Department

Setups
Assign User Task Types/Standard Operations for Department

Setups
Assign Resources to User Task Types
• Rough Cut Labor Planning

Setups
Generate Serial Number for Equipment Resource

Product Features
Using Equipment & Devices
Benefits
• Equipment serial numbers can be generated
using concurrent program “Serial number
generation” or miscellaneous receipt.
• Operator logs on to a unique serial number
• Only the tasks with user task types requiring
the equipment are visible to the user
• Serial number barcodes can be used for quick
sign-on and switching between task types
• Multiple MHE sign-on with task dispatching,
ensuring users always have tasks from each
device

WMS Control Board
Using Equipment & Devices

Setups
Define Task Type Assignment Rule

Product Features
Exception Management
Transaction Reasons
• Setup transaction reasons to manage

exceptions while performing tasks
• Types (context) of transaction reasons:
• Pick partial, Pick over, Pick none,
Curtail pick, Change source location,
LPN exception, Change UOM, Fix
previous LPN
• Attach seeded or custom workflows to
transaction reasons for additional exception
handling (cycle count, n-step putaway etc.)

Setups
Define Transaction Reasons for Exceptions

Setups
Define Transaction Reasons for Exceptions

Setups
Available workflow options with Transaction Reasons

Setups
Available Reason Types

Setups
Available Reason Context

Product Features
Warehouse Control Board
Monitor & Manage Tasks
• The Warehouse Control Board can be used to

monitor, plan, control, and execute various
warehouse operations, including the following:
• Query tasks
• Plan tasks
• Release tasks to the warehouse
• Assign, reassign, and prioritize tasks
• Perform manual scheduling
• Cancel cross-dock tasks
• Automate task updates using “saved
actions”

WMS Control Board

WMS Control Board

WMS Control Board

WMS Control Board

WMS Control Board

WMS Control Board

WMS Control Board
Warehouse Control Board

• Some
Pendingtasks in the
status EACH
means area
these
havehave
area
tasks been cartonized
been
are availablecartonized
to any
authorized
• Pending user.
Pendingstatus
statusmeans
meansallall these
tasks are
these tasksavailable to any
are available to
authorized
any authorizeduseruser
• By using the Manage
Manage feature, we
can specifically
feature, we can assign work to a
specifically
particular
assign user
work to a particular
user
WMS Control Board
• Select the two (2) replenishment

tasks to Manage

WMS Control Board
• Queue the two (2) replenishment

tasks to Mr. Ivan Hilovsky at a
Priority of 20 and overriding any
Equipment restrictions.
• Save Action: Save this action for
later to automate using concurrent
program “Control Board - Manage
Tasks”
• Execute Now: Execute the update
in real-time

WMS Control Board
• These replenishments are now

queued to Ivan Hilovsky

WMS Control Board
• Task Statuses include:

– Unreleased: material for task is allocated, but task is not yet
available to users
– Pending: task is available for any authorized user to perform
– Queued: task has been manually assigned to a user
– Dispatched: task is part of a group of tasks but has not yet
been presented to user
– Active: user is working on this task
– Loaded: material is loaded but not yet dropped
– Completed: task is done

WMS Control Board
• Completed tasks can also be

queried to see who, when,
what, and how long it took a
task to be done

WMS Control Board
View Additional Data/Columns

• Timestamps at multiple points are recorded
• Dispatched – when the task is assigned to a user
• Loaded – when a user completed the Pick Load
• Drop Off – when the user completed the Pick Drop

WMS Control Board
Monitor Task Exceptions

Product Features
Task Management & Endeca Extensions
Labor Utilization & Track Fulfillment
• Endeca extensions provide you analytical

visibility into resources and operations in the
warehouse
• Track Fulfillment provides resources working
on outbound operations as well as task
exceptions
• Labor Utilization provides 3600 visibility across
all task based operations and resources

Endeca Extensions
Resource Utilization KPIs and Tag-Clouds

Endeca Extensions
View Resource Utilization and Exceptions

Endeca Extensions
Seamless Navigation with Warehouse Control Board

Product Features
Labor Management using Task Types
Productivity and Resource Planning
• Setup labor standards for user task types

• Measure labor productivity
• Efficient resource planning based on expected
work and defined labor standards

Enter Engineering Labor Standards
Define Task Information for Labor Standard
Define Expected Time for Labor Standard

Enter Engineering Labor Standards
Define Task Information for Labor Standard
Define Expected Time for Labor Standard

Product Features
Task Management
Extensibility
• WMS_TASK_MGMT_PUB API for managing

tasks:
• Query – Query_task()
• Modify – modify_task ()
• Split – split_task ()
• Delete – delete_tasks()
• Task splitting by equipment capacity and item
attributes:
• Item – Maximum fill capacity, weight &
volume
• Sub/Loc – Pick UOM

Agenda
 Objectives
 Key Takeaways

Key Takeaways
 Oracle Warehouse Management provides a comprehensive
task management and task dispatching engine with following
capabilities :
– Segregation of duties by operator skills
– Interleave tasks for efficient work management
– Minimize dead-heading
– Automate task assignment
– Automate prioritization and re-prioritization
– Measure labor productivity and perform resource planning by task
types
– Analytical capabilities using Endeca extensions
– Extensible framework using APIs

Questions & Answers

Top Articles and Community Links
Communities
 Logistics Community
https://community.oracle.com/community/support
/oracle_e-business_suite/logistics
 Follow-up Community Thread
Communities -> Logistics -> Logistics Featured

Discussions and look for posting on this
Webinar

Learn More
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https://support. oracle.com | Doc ID: 432.1
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 Ask the Get Proactive Team

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Next Webcast
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Document ID: 1662998.1
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Scheduled for June 4th 2014
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1 Copyright © 2014, Oracle and/or its affiliates. All rights reserved.

Oracle Advisor Webcast Program

2 Copyright © 2014, Oracle and/or its affiliates. All rights reserved.

Upcoming Webcasts For Today's Webcast,

3 Copyright © 2014, Oracle and/or its affiliates. All rights reserved.

The following is intended to outline our general product

4 Copyright © 2014, Oracle and/or its affiliates. All rights reserved.

6 Copyright © 2014, Oracle and/or its affiliates. All rights reserved.

• Labor costs are a major portion of

• Managers need an intelligent system to

7 Copyright © 2014, Oracle and/or its affiliates. All rights reserved.

• Automate work assignment and execution:

8 Copyright © 2014, Oracle and/or its affiliates. All rights reserved.

9 Copyright © 2014, Oracle and/or its affiliates. All rights reserved.

10 Copyright © 2014, Oracle and/or its affiliates. All rights reserved.

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 Match operator skills and equipment capabilities to tasks

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• Rough Cut Labor Planning

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• Setup transaction reasons to manage

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Monitor & Manage Tasks

• The Warehouse Control Board can be used to

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Warehouse Control Board

• Select the two (2) replenishment

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• Queue the two (2) replenishment

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• These replenishments are now

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• Task Statuses include:

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• Completed tasks can also be

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View Additional Data/Columns

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Labor Utilization & Track Fulfillment

• Endeca extensions provide you analytical