Inventory Picking Rules in R12 For Non WMS Enabled Organizations-WEBINAR

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Inventory Picking Rules in R12 for Non WMS
Enabled Organizations
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<Insert Picture Here>
Inventory Picking Rules in R12 for Non WMS

Enabled Organizations
Maria Mendoza Del Dago and Daniel Newman
Presenters
• Maria Mendoza Del Dago

• Sr. Support Engineer with 12 years of
experience in the E-business Suite
• Daniel Newman
• Sr. Support Engineer with 4 years of
experience in the E-business Suite

5
Agenda
• Goals <Insert Picture Here>

• Introduction
• Basic picking rule setup
• Symptoms of Picking rules related issues and
troubleshooting
• Additional troubleshooting
• Inventory Organization Setups related to Pick
Release that interact with Picking Rules
• Recap
• Q&A

6
Goals
• The goal of this presentation is to familiarize the audience

with some of the different requirements, known issues and
solutions related to the R12 requirement for Picking Rules
in non WMS enabled Inventory organizations.
• This one-hour session is recommended for technical and
functional users who support the Oracle Inventory module.

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Introduction
• R12 requires setting up Inventory picking rules even

for non-WMS enabled organizations.
• These business rules are to be assigned to a
business object in the WMS Rules Workbench.
• The rule setups apply to OPM enabled organizations
as well.

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Basic Picking Rule Setup

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Basic Picking Rule Setup (Default Rule)
Inventory Picking Rules: (N) Inv> Setups> Rules > Picking
Mandatory rule, lowest possible sequence:

10
If missing the default rule: Transact Move Order: Form shows “none”
after clicking Allocate
2) None shown under Allocations

and Allocated value is zero
1) Click allocate

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• Minimum rule applies to pick release AND all types of Move Order
transactions (ie. Pick Wave, manual)
•1487702.1 - Requisition Move Orders Allocation = (is) None
when Clicking Allocate Button in the Transact Move Order Form
• Default rule will not affect shipping or picking rules

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D E M O N S T R A T I O N
Video showing before default rule and after default rule
behavior for Move Order allocation

13
Symptoms of Picking Rules Related
Issues and Troubleshooting

14
Additional Needed Steps for Customers Upgrading from 11i
Need to delete the old 11i rules, and recreate in R12: follow note 1240404.1
Inventory Picking Rules: Inv> Setups> Rules > Picking
Help -> Diagnosis -> Examine - In the field text box, select wms_rule_id
from LOV

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Symptoms of Issues with Picking Rules

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Symptoms of Issues with Picking Rules
• Some of the possible scenarios are:
1) During Pick Release process sales orders get backordered, even though
there is enough on hand to fulfill the order.
1b: Transact Move Order does not allocate inventory, even though there is
on hand for the item
2) Transact Move Order Error:

The material sourcing Process failed to create picking suggestions for line
number *** of Move order number.
3) Inv. Org does have default rule setup, but the WMS_RULE packages are
not created for Inventory picking rules
4) Transact Move Order:

The Transact move order form shows “none” after clicking Allocate

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Symptoms of Issues with Picking Rules…Con’t
1) During Pick Release process sales orders get backordered, even though
there is enough on hand to fulfill the order.
• Non WMS Enabled Org: R12 requires picking rules

• Business rules are assigned to a business object in the WMS Rules Workbench.
2 Step solution:
• Apply Patch 9341322 (INVPCKRL.fmb 120.7.12000000.4 ) as needed (Abstract:
WMS_RULE packages are not created for Inventory picking rules)
• if upgraded from R11i and having pick release/allocation issues:
• The picking rules that existed in the 11i instance need to be deleted and
recreated. Follow the steps in note 1240404.1
• Create at the minimum a default picking rule and assign it to the Org
• Run the Generate All Rules concurrent program
**In the same environment, it can occur that a discrete Inv. Org behaves correctly,
but a different OPM org. has the issue

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2) Transact Move Order Error: The material sourcing Process failed to

create picking suggestions for line number *** of Move order number.
Steps
1. Go to Transact Move Orders form
2. Query the Pick wave move order.
3. In Transact Move Orders (main) window, press Allocate button:
renders error message:

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create picking suggestions for line number *** of Move order number.
Possible causes:
• Note 1082287.1: After creating the new default Inventory picking rule:
Cause #1:
The rule(s) are not yet visible after they are created. This could be because
they are not enabled, or because the "Generate All Rules" concurrent
program (WMSGRULE) was not run yet.
Cause #2: The issue occurs after application of the Patch 7502663.
INVPCKRL.fmb needs to be updated by applying patch 9341322:R12.INV.A
or applicable code

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create picking suggestions for line number *** of Move order
number…Con’t
• Cause #3: Note 883244.1: Caused by an orphan picking rule assignment
record, a picking rule deleted by the user (they will not see it in the apps).
select *
from wms_selection_criteria_txn wsct
where wsct.from_organization_id = &org_id and wsct.enabled_flag = 1 --> enabled
and not exists (select null
from wms_rules_b wrb
where wrb.rule_id = wsct.return_type_id)
Note: INVPCKRL.fmb needs to be updated by applying patch 9341322

or highest possible version of this package.

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3) Customer does have default rule setup, but the WMS_RULE packages are
not created for Inventory picking rules
When you review the default minimum rule, it is set up like this, but still issues with all pick release
getting backordered:

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not created for Inventory picking rules…Con’t
SELECT * FROM all_objects WHERE object_name = (SELECT 'WMS_RULE_' ||
Rule_ID FROM wms_rules_vl WHERE NAME = ‘&RULE_NAME’);
2 rows should be returned:
If 2 rows not returned, see next slide

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not created for Inventory picking rules…Con’t
BUG 9341322 - RULE PACKAGE NOT CREATED FOR INV PICKING
RULES
When an INV Picking rule is enabled, a record in wms_rules_b is inserted
through INV_RULE_GEN_PVT: Procedure Save and then the rule_id is passed to
INV_RULE_GEN_PVT: Procedure rule enable flag to generate the rule package.
But for the fix in Bug 7502663, re-ordered these calls in from INVPCKRL.fmb,
when checkbox_changed trigger for the Enable_Flag checkbox. The Save is being called after
Enable Flag. Since the INV_RULE_GEN_PVT: Procedure rule enable flag checks for the rule_id in
wms_rules_b which is not yet created(inserted thru Save procedure), the rule package generation
is failing.
The call for procedure Save should be before Enable Flag.
Resolution: Check the version of this file: INVPCKRL.fmb,

If lower than 120.7.12010000.4, test applying patch 9341322:R12.INV.B
**Same fix to be used in scenario 1)

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Additional Troubleshooting

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Additional Troubleshooting
• Errors in Pick Selection List Generation
Pick Release log with Inv Debug on (Enable inventory debug per Note
148651.1)
INV_QUANTITY_TREE_PVT:
[22-SEP-10 07:51:42] wms.plsql.WMS_Rule_PVT.validate_and_insert.att_qty: Available quantity = 3588
[22-SEP-10 07:51:42] wms.plsql.WMS_Rule_PVT.validate_and_insert.satt_qty: Secondary Available quantity =
[22-SEP-10 07:51:42] wms.plsql.WMS_Rule_PVT.validate_and_insert.grade_code: grade_code =
[22-SEP-10 07:51:42] wms.plsql.WMS_Rule_PVT.validate_and_insert.tree_qty: ATT < possible quantity. New possible qty:
[22-SEP-10 07:51:42] wms.plsql.WMS_Rule_PVT.validate_and_insert.rem_qty: remaining quantity : 0
[22-SEP-10 07:51:42] wms.plsql.WMS_Rule_PVT.validate_and_insert.rem_qty: remaining sec qty :
[22-SEP-10 07:51:42] wms.plsql.WMS_Rule_PVT.validate_and_insert.update_tree: Updating qty tree
[22-SEP-10 07:51:42] INV_QUANTITY_TREE_PVT: UPDATE_QUANTITIES Entered
[22-SEP-10 07:51:42] INV_QUANTITY_TREE_PVT: ADD_QUANTITIES Entered
[22-SEP-10 07:51:42] INV_QUANTITY_TREE_PVT: for node: rev= lot= sub= loc= lpn=..with qty type=5 qty=10 action= xfrsub= xfrloc=
[22-SEP-10 07:51:42] INV_QUANTITY_TREE_PVT: in add_quantities... EXP_ERROR sql=User-Defined Exception
[22-SEP-10 07:51:42] wms.plsql.WMS_Rule_PVT.validate_and_insert.err_update_qty: Error in inv_quantity_tree_pvt.update_quantities
[22-SEP-10 07:51:42] wms.plsql.WMS_Rule_PVT.validate_and_insert.error: Error - INVFND_API.G_MISS_CHARINV-
WRONG_LEVELFND_API.G_MISS_CHAR
[22-SEP-10 07:51:42] wms.plsql.WMS_Rule_PVT.Apply.err_validate_insert: Error in validate_and_insert
[22-SEP-10 07:51:42] wms.plsql.WMS_Rule_PVT.rollback_capacity_update.start: Start rollback_capacity_update
[22-SEP-10 07:51:42] wms.plsql.WMS_Rule_PVT.rollback_capacity_update.end: End rollback_capacity_update
wms.plsql.WMS_Rule_PVT.Apply.l_rule_id: 10060
• Check the version of files:

INVRLGNB.pls and INVPCKRL.fmb
•Try to test plain Item, no control (no locator or lot control)

• Check Org setups – See slide 31

26
Additional Troubleshooting…Con’t
• After setting up the rules, run the Generate All Rules (WMSGRULE)
concurrent program using the Warehouse Manager responsibility
• Business Example:
• Oracle Customer upgraded from 11.5.9 to 12.1.3 WIP and INV, non
WMS
Business Flow:
1) WIP: Create Discrete job with Project and task status = released.
2) Available inventory to build job (MOQD On-hand check)
3) Run Discrete Component Pick Release, but it does not generate
mover order or allocate material.
• Solution: Program needed to be run (1496489.1 )

27
• How to make the Generate All Rules program available for discrete inventory
responsibilities if Inventory responsibility does not have this menu:
1) Using System Administrator > Security > Responsibility > Define. Query your
responsibility and see what your request group set is:

28
Then choose System Administrator > Security > Responsibility > Request,
query your request group name, insert a record for the program "Generate
All Rules“. Save changes.
Insert
• How to run Generate All Rules

29
Inventory Organization Setups Related to Pick
Release that interact with Picking Rules

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Inventory Organization Setups Related to Pick Release
Scenario 1: During Pick Release, item gets back order even though there is enough
on hand
The order was getting back ordered because

this setting was checked, so it was overriding
the lot level reservations.
This setting allows a reservation to take priority over an allocation, if the

reservation is fully detailed. This means that if an order has a reservation that
includes all necessary details such as subinventory, locator, and lot, then the
system uses this reservation instead of picking rules to create the allocation.

31
Inventory Org Setups Related to Pick Release …Con’t
Scenario 1b: Transact Move Order does not allocate inventory, even though there
is on hand for the item
Needs to be disabled,
change to null
An organization with the default picking rule enabled in the Org parameter will use the
absolute seeded LIFO method to allocate. It is typically observed in brand new
organizations or new Oracle deployments. Once removed it can not be reselected from
LOV.
This Rule is referred to as “Absolute LIFO”. This rule allocates the newest material first
to obtain a last-in first-out allocation.

32
The Absolute LIFO rule is a seeded rule, it can not be updated via:
(N):Inventory > Rules > Picking. You won’t be able to query it.
Reference: Unable To Allocate Material To Pick Wave Move Order In spite Of

Having Sufficient Reservable On-Hand (Doc ID 1126169.1)

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Scenario 2: Transact Move Order Error: The material sourcing Process failed to
create picking suggestions for line number *** of Move order number
Item set up as not Lot divisible: If an Item is Lot Divisible, users can allocate, reserve, or
move partial lot quantities.
If it is not Lot Divisible, user's must transact the full lot quantity for this item.

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Recap: Bottom Line for Picking Rules Issues?

35
Bottom Line for Picking Rules Issues?
Check MOQD (on hand) Use Diag Tools
Setup Default rule(s) per Org Pick/Release => Log + Inv
Debug to see error details
Run Generate All Rules
Upgrading from 11i? Orphan
rules/ delete old rules
Check Item Setups
Inv: Lot Divisible? Reservable?
Check Org Setups for conflicts
and seeded rules
Go to Highest Code--avoid Check data in tables

known bugs:
wms_selection_criteria_txn
INVPCKRL.fmb wms_rules_b

36
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© 2012 Oracle Corporation – Proprietary and Confidential 2

The following is intended to outline our general

© 2012 Oracle Corporation – Proprietary and Confidential