Shipping Execution Setup <br>Objectives <br>Roles <br>Granting Roles To Users

<br>Freight Carriers <br>Freight Costs <br>Transit Times <br>Regions and Zones

<br>Shipping Document Sets <br>Document Categories <br>XML Publisher Enabled
Documents <br>Customizing and Creating Templates <br>Document Sequences
<br>Choosing Printers For Searching Documents and Labels <br>ITM Adapter
Integration <br>Delivery Compliance Screening <br>Shipping Exceptions <br>Defining
Shipping Exceptions <br>Logging Shipping Exceptions <br>View and Update Logged
Shipping Exceptions <br>Purge and Resolve Logged Shipping Exceptions <br>Running
Pick Release <br>Release Sequence Rules <br>Pick Slip Grouping Rule <br>Release
Rules <br>Release Rule � Order Tab <br>Release Rule � Shipping Tab <br>Release Rule
� Inventory Tab <br>Pick Release tab in Shipping Parameters Window <br>Auto
Allocate <br>Autocreate Deliveries <br>Auto Pick Confirm <br>Release Sales Orders
for Picking Window <br>Ship Confirm Rules <br>Ship Confirm Rule Ship Options
<br>Ship Confirm Rule Trip Options <br>Ship Confirm Rule Document Set <br>Ship
Confirm Rule Shipping Parameters <br>Creating Containers <br>Container-Item
Relationship <br>Container Load Details <br>Packing Delivery Lines into Containers
<br>Packing Workbench <br>Delivery Flow - Generic <br>Trip Flow � Generic <br>Ship
to Deliver Process Workflow <br>Workflow Lookups <br>Workflow Specific Profile
Options <br>Workflow Specific Shipping and Global Parameters <br>Business Events
<br>Purging Workflows <br>Oracle Shipping Debugger <br>Shipping Lookups
<br>Shipping Parameters <br>General Tab In Shipping Parameters Window <br>Profile
Options

Module number 9, shipping execution setups. Within this module, we'll cover the
following objectives. We'll learn a little bit about the functionality of roles and
users. We'll also take a look at carriers, and in this case, carriers will be
identified as our shipping carriers. Shipping execution documents-- the different
types of documentation that you need to either assign to your shipments themselves,
or things that you'll need to present to different officials.

We'll also talk a little bit about the International Trade Management Adapter, the
ITMA, and how that again works into the functionality of shipping execution. We'll
also define details related to exceptions. And then, we'll actually go through the
procedures of pick release rules and shipping confirmation rules, and also take a
look at the details surrounding containers and LPNs.

So the first concept here is the concept of the shipping role. Now there are some
applications in which you only require a responsibility in order to gain access the
full functionality of a given module. That's not the case here with shipping.

In the world of shipping, your users-- and I'll go ahead and take a look at my
shipping module, here on the setup for shipping, and we'll navigate into our setups
for shipping here. And underneath our shipping setups, there should be an option
here for grants and role definitions. And we'll take a look at the roles
themselves.

Now the roles determine a more granular level of functionality than is controlled
by the responsibility. So we have a responsibility that gives us access to the
shipping execution module. The role controls what a user can do within the shipping
functionality, so it determines your data access. Can you only view certain
elements of the shipping parameters area, or if you have no access, or do you have
full edit capability to details relating to our trips, configuration of our stop
details, or our deliveries, or our lines and LPNs?

Now you create these roles, and identify the, again, permissions that are granted
based on these roles as well. Now in our case, I am logged in currently as the
operations user, so we'll go ahead and plug in OPERATIONS here. And you'll notice
here that currently we have the Upgrade Role. So the Upgrade Role is what gives me
access to the functionality in the shipping transactions form.

If I navigate in and end date that role, and I save it, because the end date is
today, and let's go ahead and verify this. If I navigate into my setups area-- or
actually, into my shipping area-- and I open my transaction form, this access ended
on today, and the form will close because there are no effective grants. OK, so
this is what the role controls access to. Without this, my user does not have the
permission to access the execution components within the shipping transaction form.

So if we navigate back into our setups here for shipping, Grants and Role
Definitions, and Grants, and we clear the end date, once we've saved our changes,
we should now be able to gain full access to the shipping transactions form. All
right, so again, being able to control different areas within-- or different layers
of functionality within-- the shipping module is a responsibility-- or is an
addition to the responsibilities that you have-- is a function that you can use to
control that access in the format of the roles. So again, you grant the role to the
users to determine what type of access they have-- whether it's full access, view-
only access-- based on organization, or based on role designations, or role types
of users.

Now the next area that we have here is the definition of our freight carriers. And
these are the different, again, transporters of our goods to their varying
locations. So here we have a designation of a carrier identified as DHL, and again,
with carriers, there could be many different carriers that you use, internally and
externally, for movement or shipment of your goods. If we take a look here at our
setups, and navigate into the setup specifically for shipping-- so Shipping,
Setups-- and we take a look at the details here for our carriers, freight carriers
and cost types. Here's the view of our freight carriers.

All right, so we'll start a query here, and let's see what we have here for DHL.
Yeah. So there's DHL. We identify our differing service levels, and for each of
these service levels, you also have the ability to identify the in-depth detail of
the service as well.

So we can see here the General tab. We can identify information for the ratings and
the mode limits, so the ratings of a particular mode of transportation and what the
limitations are can also be identified. We also have, for our entry here, details
related to the shipping address, or the address, or sites, or locations, or HQs for
this carrier. Any contacts, their classification codes, and again, here we're
looking at carrier, or a third party logistics provider. Those are some the generic
options we have here.

And then their ratings information, units of measure as far as weight, to help you
identify, again, parameters associated with a carrier to provide you with the most
professional, the most valid mode of transportation to get your goods to their
destination. Now, also in the freight carriers area, we also had an option there
for cost types as well. So we'll say goodbye to our freight carriers, and just
below freight carriers, we have our freight cost types. So these are the manually
entered cost types that you may have associated for different activity inside of
your Oracle environment.

See these are some of the duty fees, and export fees, and freight costs, and
handling, and other details, right? We saw a similar list of these options when we
were looking at the details for our freight and special charges type of modifier in
the pricing conversation. You have the ability, also, manually assign these objects
as well, if you're not using the modifiers and advance pricing.

Because we're still talking about carriers here, identifying the time it takes to
get a package, or to get some containers, from point A to point B is very important
when we're trying to do things like give an estimate of what the arrival date will
be, and so forth. So we have an area that allows us to manage our in transit times.
So let's close our information here related to our freight costs, and we have an
option here for our in transit times.

So using a particular mode of transportation, navigating from Seattle manufacturing

to Boston manufacturing-- we actually had an example that did just that, right? So
how long will it take to transfer materials from Seattle to Boston using a truck?
Well, five days of in transit time is what's identified here. And you can have
different times for internal locations versus external locations, or regions, or
zones of the world. So this does help to determine basically how long it takes to
get from embarkation point to the drop-off point.

And the terminology there, regions and zones, this does have to do with more of a
transportation logistics type of operation. OK, so you'll notice here that we see
origin types, regions, and zones. We can actually manage region and zone
functionality as a part of our shipping setups as well. OK, so here we saw our
freight carriers and cost types, and if we dig a little bit lower, we've got our
regions and zones.

And also for this area, you'll notice that you do have transit times for this as
well, but this refers to different regions and zones of the world. And within a
particular region, if you have sub-regions, and for identification purposes, what
zone, or what locations, and what customers are found in those areas as well. So
again, an area to help you identify customers that you have in different regions,
and zones, and districts of different countries or sub-regions of the world. So
it's just really for logistics purposes.

Now another area of concern within shipping is all the documentation that's
provided or required. So some documentation is used for regulatory purposes, like
customs documentation, and then others is just for information, for verification,
as a customer is reviewing the contents of their order, like packing slips. So the
documentation that's mentioned here actually is going to be a part of our
documentation set area. OK, so we'll go ahead and collapse the Regions and Zones
area, and we'll navigate into the area here for Documents under our Setup, beneath
Shipping. So you have your document sequences that we've seen before, but you also
have your document sets, which we saw in the overview.

So these are different reports that generate to provide the appropriate

documentation that should be associated with our shipping procedures. So there's
our packing slip, and commercial invoice, and so forth, and we'll have an
opportunity in our activity to see detailed representations of each. And then, you
also have not only to choose your documents that are going to accompany different
phases in your shipping module, but also choose the printers.

Now for this part, you actually identify which documents should be submitted to
which printers, and you provide that information to your Apps DBA, and he or she
can identify the details for mapping purposes. So here we have a listing of
documents-- for example, here are shipping documents-- and then we have the
printers being mapped here. OK, so if it's a shipping-related document, the
contents flows to our label printer, or to our zebra printer.

Now you also have the ability to utilize document categories, and the document
categories help us with the organization of our documentation as well. So that's
one step up-- actually, a couple of steps up-- Document Categories. And again, for
things like bill of lading, or pick slip, or pack slip, it just helps us to again
identify the documents that are going to be contained within that area. So there's
our pick slip document, and also our bill of lading details.
Now speaking of documentation, we do have, in this release, a more firmed
presentation for XML Publisher. Now you may also hear the term B as in Business, I
as in Intelligence, BI Publisher, to be associated with XML Publisher as well.
Don't get them confused. XML Publisher basically enables us to extend our Oracle
execution documentation into XML formats. And then, of course, you can choose
multiple formats for rendering the documents as well, so PDF, RTF, XML, Excel, so
forth, and so on.

The XML Publisher documentation details are found inside of the XML Publisher
Administrator responsibility, and there's also an accompanying guide for that as
well. So again, this allows you to customize and create templates for your
different documentation, and if we navigate out here, switch responsibilities into
our XML Publisher administrator, we do have an opportunity there to see some of the
templates that are in place for shipping. We identify our module, and go.

OK, and you can actually see a listing of some of the documentation here. So here's
the pick slip report, and there's the preview for the pick slip report. OK, so if
this format of documentation doesn't meet your needs, you do have the ability to
actually download it, and then, of course, you can update it, make a copy of it,
and then add in your own nuances to it, and then move forward from there.

Now one of the other components that we discussed a little bit earlier in our
designations here-- I think it was in our order management setups-- and we talked a
bit about the functionality of creating your document sequences. So these are just,
again, the series of numbers that you use to identify your different formats of
documentation-- in our case, sales order numbers-- and you could also use it for
other types of documentation requirements as well. So we'll just pop back into
order management, review our setups in the world of shipping here. So Shipping,
Setups, and under Documents, we do have our Document Sequences. So these
documentation sequences could be again available for all different sorts of
documentation.

Yeah, that was my documentation entry there for my sales order information. Now you
also can assign these documentation sequencing to actually identify automatic
numbering, or manual, or gapless numbering, of your varying types or formats of
shipping execution documentation as well. Now as far as choosing labels for
documentation for printers, again here, you are allowed to assign the following
functionality as well, and this goes into personal profile options, which we really
haven't talked about in this course. OK, so if we take a look at our setups here,
under Profiles, this is a listing of your user defined profiles, and there should
be a profile or two out here that reference the functionality of printer selection.

OK, so let's go ahead and clean that up. And there we have it. So in this case,
you've got your printer selection for your different modules, and you can choose
your preferred printer.

Now we actually have this curious topic here of the ITM Adapter Integration. This
actually, class-- just an FYI here-- I had an opportunity to do some research on
this a couple of classes ago. And the ITM basically is an adapter that can actually
receive feeds of information into your Oracle shipping execution environment for
organizations, or regions of the world, that may be under a denied party list. So
if you have import-export compliance screening going on, and further-- you know, we
live in a interesting world, and there are certain regions of the world in which
you cannot send or ship certain types or categories of goods, or provide certain
services, because again, for adverse use of technology. And in this case, there may
be areas that are under some type of treaty, or some type of embargo, so the ITM
Adapter actually allows you to receive notifications regarding the listing of such
areas and such parties.

So it does integrate with a third-party application. Oracle does not provide the
service for this list of denied parties. It just provides an interface for an
adapter for you to facilitate capture of that type of detail. And then of course,
based on the data, you can determine if there should be a hold for import-export
compliance reasons because a flag was thrown on a denied party. So here is the
compliance screening service, and again, the information is delivered as far as an
update into the interface adapter.

The ITM reviews the detail in our case after picking is done. It converts that
information into an XML document. It sends the data third-party to the application
for verification. It checks for compliance, it verifies that information, updates
the detail, and then furthers the picking process. If it fails, then basically
you're given a hold on that order, and you'll have to go through and provide
whatever regulatory requirements or customer satisfaction requirements that would
be then pursuant to them failing to pass the ITM Adapter.

And speaking of errors, and speaking of failing things, you have your shipping
exceptions. Now, your shipping exceptions can generate warnings, they can be
informational only, or they could be an error that would be a show stopper, and
then that could raise an integration event to alert some other user as to this
failing in the process. If we take a look at our setups here, in Shipping, there
should be an option here for defining shipping exceptions. And we're not going to
define an exception. We're just taking a look at the area where they are defined.

So standard shipping errors, batch messages, again, things that are in Warning, or
Information Only, or exception type of behavior. You can actually provide your own
notification, and explanation of notifications there, for different formats of
exception that may occur in your environment. OK, and again, that's the window
where you define your shipping exceptions. And once you have your shipping
exception information defined, you should also be able to see the exceptions in
your shipping transactions window as well. All right, and also, through that
window, you'll have the ability to navigate in and update your shipping exceptions.

And you also have the ability to purge and resolve your logged shipping exceptions
as well. So the area where these exceptions would display-- and we'll go ahead and
take a look at our Transactions area once again here. And Find. There we are.

Under your Tools menu, you do have an option to resolve your exceptions. So this
would be the place that you would actually see listings for your varying shipping
or shipment exceptions. OK, and this is also the place in which you can actually
review your exceptions log on a given transaction, and you could also potentially
resolve it from this area as well.

All right, so now we're at the point where we're about to start the procedure for
running or creating some of the shipping activities. Now before I can actually
perform this demonstration, we'll have to go back into Order Management, create an
order, or two. So let's talk pick release. Now, we'll make use of our customer
here, and our order type, but we'll use one of the standard items, and we'll book
the order.

Now once the order books, again, that's a status which lets us know that the order
is firm enough to begin fulfillment. So it's booked at the header, but at the line
level, it's actually awaiting shipping. Now I will give you a word of caution here.
You'll have to provide your own internal translation, or internal mappings and
ideology, for describing how order management statuses match up with your shipping
statuses. Oracle does provide you guidelines, but where I come from, and what I've
seen, is a lot of organizations have different opinions on what constitutes a
particular status, so you have to create your own definitions there.

All right, so we have Awaiting Shipping on our line here, and we have our order
number. And we'll capture that information, and we'll navigate into our picking
area. OK, so under Shipping, let's just take a moment to talk about the pick
release process. Now what pick release does for us is, again, it's a notification
that the order information has been released to the warehouse to gather the
requirements to fulfill the order.

So you can actually have this process be run online. You could generate it in a
concurrent program. You also have an API that could help expedite the pick release
procedure.

Now one of the things that's necessary for pick release is, of course, the
functionality of the pick release rule. The pick release rules identify a couple of
things. They allow us to identify the release sequence details. They also allow us
to identify the grouping of information for the pick slip ticket as well, so the
pick slip grouping rules. So these are what we use to create our release rules.

Now the first step here, one of the steps, is to create the release sequence rule.
The release sequence rule just essentially identifies in what order we're supposed
to allocate inventory to fulfill our orders. So here beneath our Setups, under
Picking, you have a form that allows us to define our release sequence rules. So
again, we have several fields to help us perform tie breakers here between the
priority. In this case, for the all standard orders, we're looking at the schedule
date, we're looking at the details here of the shipment priority, and also the
order.

So in this case, the way that we interpret this is, if we have multiple orders for
a given date, basically, the system then looks at the priority. If we have the same
priority, then it looks at the order numbering convention itself. OK, so for all
standard orders, it looks at and reviews the scheduled dates for allocation first,
in ascending order. If there's a match there, then it looks at the detail for the
shipment priority in ascending order. And in the event of matches on points 1 and
2, it looks at point number 3, where there definitely should not be a match in the
order number, and it makes the assignment of inventory through the orders in
ascending order.

Now next, we have our pick slip grouping rule, which actually organizes the picking
report. And that's the report that shows up on the printer to give the instructions
to the warehouse staff to gather requirements to fulfill the order. So let's
navigate up to Define Pick Slip Grouping Rules, and we do have a few rules already
defined.

All right, so in the overview chapter, we did talk a bit about the details on this
one, and again, it's the same thing here. You can identify that pick slip grouping
rules should be identified based on one attribute, or on a combination of
attributes. And for those of you who do have the warehouse management system, you
will have the ability to use functionality such as a wave picking and zone picking
methodologies as well. Now before we combine our release sequence rules and our
pick slip grouping rules into a release rule, let's go ahead and grab our break,
and then we'll come back and resume our conversation.