Min/Max Replenishment –

Utilizing Equipment Types, Material

Allocations, and Picking Rules
Oracle E-Business – Inventory, Warehouse Management

Prepared by: Steve Robinette, EBS Functional Lead - WMS

Gentex Corporation – Zeeland, MI

Session ID: 10040

Summary
• Company Overview
• Objectives
• Explanation of Min/Max in Manufacturing Warehouses
• Key Components for Success
• Set Up Process Explanation
• End Process Demonstration
• Q&A

April 2-6, 2017 in Las Vegas, NV USA #C17LV

 Gentex Corporation - Overview
• Established: 1974 Core Competencies
• Ownership: GNTX – NASDQ Global • Electronics
Select Market • Microelectronics
• Engineering
• Operations: • Chemistry
• Headquarters & Manufacturing - • Automated Assembly
Zeeland, MI • Software Design
• Microphone Development
• Sales & Logistics – England, France, • Displays
Sweden, Germany, Japan, Korea, • Glass Processing
China • Vision Systems & Cameras
• Products:
• Automotive Automatic-Dimming • Employees: 5,000
Rearview Mirrors • Sales (2015): $1.54 billion
• Automotive Electronics • Mirrors Shipped (2015): 33
• Dimmable Aircraft Windows million
• Forecast 2016: $1.64-$1.72 billion
• Fire Protection Devices

April 2-6, 2017 in Las Vegas, NV USA #C17LV

Objectives
1. Assess Organizational Needs
2. Explain Min Max Capabilities and Task Integration
3. Establish Min Max
4. Establish Equipment, Resources, Departments, Tasks
5. Establish Pick, Putaway, and Task Assignment Rules
6. Structure Rules Workbench and Org Parameters
7. Recompile WMS Packages
8. Review Process Requirements

April 2-6, 2017 in Las Vegas, NV USA #C17LV

Assess Organization Needs
What is Min Max and Why Should I Use it?
 What is Min/Max?
When the inventory level for an item drops below the min,
Oracle Inventory suggests a new requisition or job to bring
the balance back up to the max quantity.

Why Should I Use it?

• Provides a notification when replenishment is required
based on min and max quantities.
• Inventory accuracy improvement after implementing
replenishment type tasks.
• Ability to use picking rules with replenishment tasks.
• Provides greater visibility and tracking within a WMS
enabled organization.

April 2-6, 2017 in Las Vegas, NV USA #C17LV

Subinventory/Locator Setup
Source Subinventory Setups Only
Subinventory and Locator Setup
• Responsibility: Warehouse Manager
• Setup > Warehouse Configuration > Warehouses > Subinventories

April 2-6, 2017 in Las Vegas, NV USA #C17LV

Subinventory and Locator Setup
• Define Subinventory
• Define Locator(s)

April 2-6, 2017 in Las Vegas, NV USA #C17LV

Item and Equipment Setup
Primary Setups Only
Item Setup Navigation
• Responsibility: Warehouse Manager
• Setup > Material Setup > Items > Organization Items

April 2-6, 2017 in Las Vegas, NV USA #C17LV

Subinventory Min Max Setup
• Organization Items > Tools > Item Subinventories

April 2-6, 2017 in Las Vegas, NV USA #C17LV

Item Category Assignment
• Organization Items > Tools > Categories

Pulling Common Attributes

Ideology

Category
Set

Category
Code

Item- Item- Item-

Number- 1 Number- 2 Number-3

April 2-6, 2017 in Las Vegas, NV USA #C17LV

Equipment Item Type Navigation
• Responsibility: Warehouse Manager
• Setup > Material Setup > Items > Master Items

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Equipment Item Type Setup
• Select Tools > Copy From > Template = @Equipment
• Or use the below setups – slightly different from template.

April 2-6, 2017 in Las Vegas, NV USA #C17LV

Serial Generation
• Responsibility: Warehouse Manager
• Reports > All > Single Request

April 2-6, 2017 in Las Vegas, NV USA #C17LV

Resource Setup
Employee Picking Resource and Equipment Types
Resource Setup Navigation
• Responsibility: Warehouse Manager
• Setup > Warehouse Configuration > Resources > Resources

April 2-6, 2017 in Las Vegas, NV USA #C17LV

Employee Picking Resource Setup
• Define Resource Name and Description
• Type = Person
• Charge Type = Manual
• UOM = HR
• Assign Employee(s)

April 2-6, 2017 in Las Vegas, NV USA #C17LV

Equipment Resource Setup
• Define Resource Name and Description
• Type = Machine
• Charge Type = Manual
• UOM = HR
• Assign Equipment

April 2-6, 2017 in Las Vegas, NV USA #C17LV

Department Setup
Complete Setup After Resource Creation and Before
Creating Task Types
Department Setup Navigation
• Responsibility: Warehouse Manager
• Setup > Warehouse Configuration > Resources > Departments

April 2-6, 2017 in Las Vegas, NV USA #C17LV

Department Creation and Associating Resources
• Define Name and Description
• Click Resources Button
• Add Resources

April 2-6, 2017 in Las Vegas, NV USA #C17LV

Standard Task Type Setup
Define Operation Codes by Task Types
Standard Task Types Setup Navigation
• Responsibility: Warehouse Manager
• Setup > Warehouse Configuration > Tasks > Standard Task Types

April 2-6, 2017 in Las Vegas, NV USA #C17LV

Creating Operations and Associating Resources
• Define Code Name (4 Digit Max) and Description
• Assign Department
• Enter Min Transfer Quantity
• Task Type = Replenish
• Assign Operation Resources

April 2-6, 2017 in Las Vegas, NV USA #C17LV

Task Type Assignment, Picking,
and Putaway Rule Setup
Rules Will Automatically Assign Operation Codes to
Tasks Allocated by Picking Rules, Which Are
Delivered Using Putaway Rules
Rules Setup Navigation
• Responsibility: Warehouse Manager
• Setup > Warehouse Configuration > Rules > Warehouse
Execution > Rules

April 2-6, 2017 in Las Vegas, NV USA #C17LV

Creating Task Type Assignment Rule
• Specify Task Type = Task Type Assignment
• Define Name and Description
• Enter Return Value (This will be the Task Type Code)
• Enter Rules Restriction Parameters

April 2-6, 2017 in Las Vegas, NV USA #C17LV

Creating Pick Rule
• Specify Type = Pick
• Define Name and Description
• Define Allocation Mode
• Enter Rules Restrictions, Sort Criteria, and Consistency Parameters

April 2-6, 2017 in Las Vegas, NV USA #C17LV

Rules Workbench Setup Navigation
• Responsibility: Warehouse Manager
• Setup > Warehouse Configuration > Rules > Warehouse
Execution > Rules Workbench

April 2-6, 2017 in Las Vegas, NV USA #C17LV

Rules Workbench Setup
• Enable Pick Rule(s) and/or Strategies
• Enable Putaway Rule(s) and/or Strategies
• Save Progress

April 2-6, 2017 in Las Vegas, NV USA #C17LV

Generate All Rules Request
• Responsibility: Warehouse Manager
• Other > Requests > Concurrent > Submit New Request > Single
Request

April 2-6, 2017 in Las Vegas, NV USA #C17LV

Full Demonstration
Run Report, Create Allocations, Review Tasks,
Validate Allocation, See Task in MWA
Run Subinventory Min Max
• Responsibility: Warehouse Manager
• Reports > Planning > Submit New Request > Single Request
• Request Name: Min-max planning report

April 2-6, 2017 in Las Vegas, NV USA #C17LV

Verify Task Is Created
• Responsibility: Warehouse Manager
• Inventory Management > Material Transactions > Transact Move
Orders
• Query for Type = Replenishment and Destination Subinv = FARM1

April 2-6, 2017 in Las Vegas, NV USA #C17LV

Create Allocations for Pre-Approved Tasks
• Responsibility: Warehouse Manager
• Reports > Transactions > Submit New Request > Single Request
• Request Name: Move Order Pick Slip

April 2-6, 2017 in Las Vegas, NV USA #C17LV

Verify Task Is Allocated and Task
Assignment Completed
• Responsibility: Warehouse Manager
• Inquiry > Warehouse Control Board
• Status = Pending, Source = Warehousing, Part: TEST-ITEM-1
• Click Find
• Verify Locator and To Locator Fields are Populated
• Verify User Task is Populated with Correct Code

April 2-6, 2017 in Las Vegas, NV USA #C17LV

Replenishment – MWA Navigation
• Responsibility: Whse Mgmt
• Tasks > Directed Tasks > Warehousing > Replenishment

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Replenishment Demonstration
• Responsibility: Whse Mgmt
• Tasks > Directed Tasks > Warehousing > Replenishment

April 2-6, 2017 in Las Vegas, NV USA #C17LV

Replenishment Demonstration
• Responsibility: Whse Mgmt
• Tasks > Directed Tasks > Warehousing > Replenishment

April 2-6, 2017 in Las Vegas, NV USA #C17LV

Recap
• We assessed whether or not
this application works for you
• Subinventory and locator
setup
• Item setup, which includes
equipment setup
• Serial generation and how
this relates to MWA
• Department Creation
• Resource Creation
• Task Type Code Creation
• Task Type Assignment Rule
Creation
• Picking and Putaway Rule
Creation
• Interaction with Rules
Workbench
• Run Min Max Report
• Run Move Order Allocations
• Task Creation Verification
• MWA Navigation
• MWA Task Completion
April 2-6, 2017 in Las Vegas, NV USA #C17LV
Additional Information / Resources
Explaining Min Max
https://docs.oracle.com/cd/A60725_05/html/comnls/us/inv/mnmxplan.htm

Explaining Rules Engine

https://docs.oracle.com/cd/E18727_01/doc.121/e13434/T210618T210921.htm
https://docs.oracle.com/cd/E18727_01/doc.121/e13433/T211976T317866.htm

Instructions for Pick Load Page Setup

https://docs.oracle.com/cd/E18727_01/doc.121/e13433/T211976T317987.htm#T318046

April 2-6, 2017 in Las Vegas, NV USA #C17LV

Q&A
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Session ID: 10040