Warehouse Management

Warehouse Management
Lab Guide
November 11, 2020

Copyright © 2020, Oracle and/or its affiliates
Confidential - Oracle Restricted
TABLE OF CONTENTS
Table of Contents 1
Overview, Preparation, and Setup 2
Lab Overview 2
Labs, Sequence, and Durations 2
Prerequisites 2
Lab 1: Demo Setup 3

Lab 2: WMS Navigation and Analytics 15
Lab 3: Perform Inbound Receipt 19
1 LAB GUIDE | Warehouse Management

Copyright © 2020, Oracle and/or its affiliates | Confidential - Oracle Restricted
OVERVIEW, PREPARATION, AND SETUP
Lab Overview
This lab will familiarize the user with some of the Warehouse Management capabilities within the application. Due to the “Transactional” nature of Warehouse
Management the user will first need to prepare data in order to perform subsequent steps in the lab. Prior to transacting, the user will review methods of navigation, and
analytics available to WMS users. Lastly, the user will perform an inbound receipt using the desktop interface as well as the handheld emulator.
The lab exercises are designed to complement your training, reinforcing the key concepts by applying and demonstrating what you learn in the presentation sessions.
This lab book is comprised of individual exercises. The individual exercises allow you to get first hands-on exposure working with the various SCM Cloud products using
a demo environment, where you will see how key features and functionality are deployed in the software.
You will be using a software environment assigned to you by Demo Services or otherwise provided through your manager.
What you see displayed in your environment may not match exactly with the lab screenshots. screenshots are provided solely for illustrative purposes to help guide you
directionally through the user interface.
Labs, Sequence, and Durations

The following table lists the lab topics in sequence, the estimated duration of each topic, the learning outcomes.
LAB TITLE DURATION (MINUTES) LEARNING OUTCOMES(S)
Warehouse Management Warehouse Management

1. Demo Setup
2. WMS Navigation and Analytics
3. Perform Inbound Receipt
Prerequisites
Demo environment contains default dataset used in lab.
User has access to a WMS demo environment.
User has access to RF Instance found on the WMS demo environment page.

LAB 1: DEMO SETUP
Steps 1-21 are necessary to create the data to be used for Lab 3 of this exercise. In these steps the user will create a purchase order, an associated shipment, load, and
appointment that will be necessary to complete steps in Lab 3.
LAB Steps
STEP DO THIS SAY THIS
1. Open a Google Chrome browser session.

Step: Navigate to Demo Central https://demo.oracle.com/apex/f?p=350:1 Additional table body text followed
by a numbered list:

2. Click on the Environments tab:
Resuting screen

3. Click on a demo environment name link from your list of assigned demo environments; using the latest release
is preferred.
Note – a WMS environment is unique in the Demo Central space. Previous labs have used SCM cloud
environments, insure the environment being used is a WMS environment.

4. Log on as frank.eagan with the password for your instance.
5. Resulting screen is Frank Eagan’s Homepage. Select the “Purchase Orders” icon.

6. The “Purchase Orders” page displays. Here the user will create a purchase order for receipt into the warehouse
during the Inbound Process in Lab 3 of this exercise. Select the “Create” icon on the righthand side of the
page.
7. A sidebar menu displays to capture the purchase order entry. Select the “PO Nbr” field and enter a value (this
value will be user defined). Select the “Supplier” field and enter the value “CAP”. In the “Order Date”, “Delivery
Date”, “Ship Date”, and “Cancel Date” fields, enter the current date value. Populate all date fields, and select the
“Save” button.

8. The newly created PO displays. Select the record to highlight it. Select the “Details” icon.
9. The “PO Details” page displays. No details exist. Select the “Create” icon on the righthand side of the page.

10. A sidebar menu displays to capture the purchase order details entry. Select the “Item” field and enter
“AS25190”. Select the “Ordered Qty” field and enter “5”. If multiple lines existed on this PO, the sequence could
be defined by using the “Host Seq Nbr”. For this exercise there will only be 1 line used. Select the “Host Seq
Nbr” field and enter “1”. Select the “Save” button.
11. The “Purchase Order Detail” record displays. Select the “Back Arrow” icon located to the left of the
“Purchase Order” label to return to the PO record.

12. The “Purchase Order” record displays. Select the record to highlight the row. Select the “Create IB Shipment”
button above the table column headers.
13. A confirmation window displays. Note the “IB Shipment” number for use in Lab 3 of this exercise. Select the
“OK” button.
14. Now that an IB Shipment has been created it is necessary to generate an appointment to assign the shipment
to. Select the “Search” field at the top of the page. Enter “IB Load” as the value. Select the returned value of “IB
Loads”.

15. The “IB Loads” page displays. Select the “Refresh” icon to ensure the most recent data is displayed. Look in
the “Shipment Nbr” column for the system generated “Shipment Number” in the previous step 13 of this lab.
Once identified, note the corresponding “Load Number” value located in the “Load Nbr” column. This value will
be used to create the appointment. Select the “Search” field and enter “Appointment”.
16. Select the resulting value: “Appointment”.

17. The “Appointment” page displays. Select the “Create” icon on the righthand side of the page.
18. A sidebar menu displays to capture the appointment entry. Select the “Generate” button.

19. The system generates an appointment number and it populates the “Appt Nbr” field. Select the “Duration” field
and enter “1”. Select the “Planned start ts” field and a value equal to current date + 1 day (example: current
date=10/20/2020, value would be 10/21/2020). Select “Matching value type” dropdown and select “Load
Number” value. Select “Matching value” field and enter the load number value identified in previous step 15 of
this lab. Select “Dock Type” dropdown and select “IB/Inbound” value. Select the “Save” button.

20. The “Appointment” page displays. Select the “Planned start ts” column header to toggle
ascending/descending order. The appointment generated in previous step 19, will appear at the top of the
page when ordered in descending order.
21. Data setup is now complete. Select the “Home” icon to return to user landing page.

LAB 2: WMS NAVIGATION AND ANALYTICS
Steps 22- are necessary to create the data to be used for Lab 3 of this exercise. In these steps the user will create a purchase order, an associated shipment, load, and
appointment that will be necessary to complete steps in Lab 3.
22. The WMS solution offers multiple ways to navigate the system while providing security through “role based”
user assignments. Users can have one or many roles, and each role provides only the access needed for that
specific role’s functions/tasks. Select the dropdown attached to the username (Frank Eagan). Select “View” to
see what roles the user is assigned. Exit the dropdown menu without making a selection.

23. Users have access to a set of functions/tasks to do their jobs. The circular icons located in the middle of the
page are shortcuts to those tasks. By selecting one of the icons, a user will be taken to the page to execute that
task. This landing page can be tailored to the user’s preference. Select the “Gear” icon in the top
righthand corner of the page.

24. The “Personalize Springboard” window displays. On the lefthand side of the window is a list of all the
functions/tasks the user has in this role. On the righthand side of the window is a list of the tasks that have
shortcuts on the landing page. The items can be added/removed from the landing page as well as sequenced
in any order. Select the “Cancel” button.
25. In addition to shortcuts, the system also provides a traditional menu navigation. Select the “Menu” icon in
the top lefthand corner of the page. A hierarchical menu structure displays the tasks available to the user.
Select the “Search” field located near the top righthand corner of the page.

26. Note what happens once the user begins to enter the value “dashboard” in the “Search” field. Using the
system’s smart search capabilities, the search returns any available tasks matching the value being entered.
27. Select the returned value: “Dashboard View (*)”.

28. The “Dashboard View” page displays. This is central location for the reports and analytics that drive warehouse
operations. These analytics are dynamic and reflect the warehouse transactions taking place within the system.
Review the available information. Select the “Home” icon to return to user landing page.
LAB 3: PERFORM INBOUND RECEIPT

Steps 29-42 take the user through the process of receiving a PO via a shipment. The process begins by checking a trailer into a dock.
LAB Steps

29. Select the “Appointment” icon from the landing page.
30. The “Appointment” page displays. Select the row representing the appointment created in Lab 1 of this
exercise. Select the “Check In” button above the column headers.

31. The “Check In” window displays. The system will provide a list of values of available docks. Any of these values
should be acceptable. Select the “Dock” dropdown and select the second value in the list. Select the “Submit”
button.
32. Confirmation window displays success of appointment check in. Select “OK” button.
33. Select the “Search” field and enter “IB Shipment”. Select the returned value: “IB Shipment”.

34. The “IB Shipment” page displays. Select the “Refresh” icon to ensure the most recent data is displayed.
Select the record of the shipment/load numbers created in Lab 1. Select the “Details” icon.
35. The “Inbound Shipment Dtl” page displays. The WMS system supports multiple receiving methods. For this lab
only the Inbound License Plate Number (IBLPN) method will be used. In order to receive an IBLPN the items on
the PO shipment must first be cartonized. Select the detail line for the Inbound Shipment. Select the
“Cartonize” button.

36. The “Cartonize” window displays. For the purposes of this lab, 1 LPN containing 5 units will be defined. In real-
world scenarios many variations could exist. For example, 5 LPNs containing 1 unit each could be defined.
Select the “Units” field and enter “5”. The “LPNs” defaults to “1”. Select the “Cartonize” button.
37. The “Inbound Shipment Dtl” page displays. Select the “Refresh” icon to ensure the most recent data is
displayed. The “LPN Nbr” column now has a value, and the “LPN Status” column has a value of “Not received”.
Now that a LPN exist, the “RF Instance” will be used to transact the receipt. The “RF Instance” is used to
emulate the handheld device interface found in most real-world warehouse environments.
38.
39.

40.
41. Note: RF Instance configurations may vary from environment to environment. Different RF Instances may
sequence the menu options in a different order. For this reason it is important to verify the menu options
spelled out via text below, match the corresponding numeric command for the interface being used. Also of
note, using the emulator requires data entry. In a real-world scenario the scanning capabilitiy of the device
itself would capture the data without manual entry.
A - Logon as frank.eagan with the password for your instance. Since the system is aware of the appointment
created in previous steps of the lab, the scanning/entry process is simplified on the handheld. In this lab
exercise a simple Scanning/Entering of the dock number will provide the appointment available.
B – Main Menu displays. Select the “Inbound – Receiving” option by entering “2” and selecting the keyboard
<Tab> key.
C – Inbound Receiving Menu displays. Select the “Receive ASN – (Scan LPN)” option by entering “3” and
selecting the keyboard <Tab> key.

42. A – Receive ASN (Scan LPN) menu displays. In the “Dock” field enter the value previously selected in step 31 of
this Lab and select the keyboard <tab> key.
The “Shipment” field will autopopulate.
B – To select the “LPN” field select the keyboard <tab> key twice.
C – Enter the “IBLPN” value previously created in step 37 of this lab. Select the keyboard <tab> key to submit
the transaction.

43. A – Display returns to “Receive ASN (Scan LPN)” menu.
This completes the receipt of the PO. Return to the WMS environment to verify the system reflects the
handheld transaction performed.
44. Returning to the “IB Shipments”, select the “Refresh” icon. Note the “LPN Status” column has a value of
“Located”.
The material is now ready to be putaway into inventory. Return to the RF Instance interface to put the received
material away.

45. A – Main Menu displays. Select the “Putaway” option by entering “5” and selecting the keyboard <Tab> key.
B – Putaway Menu displays. Select the “Directed Putaway LPN” option by entering “1” and selecting the
keyboard <Tab> key.
C – Directed Putaway LPN Menu displays. Scan/Enter the IBLPN value from previous lab step 37, and select the
keyboard<Tab> key.

46. A – Directed Putaway LPN Menu displays. Details about the LPN display on the screen to include the LPN’s
current location as well as the system generated suggested destination. The system recommendation is
located in the “Dir Locn” field and the user needs to accept this recommendation by scanning/entering the
same value in the “Locn” field.
B – Scan/Enter the “Dir Locn” value without the delimiter characters. Select the keyboard <Tab> key.
C – Directed Putaway LPN Menu displays. Material has been putaway into inventory in the system
recommended location.
47. To verify the putaway, return to the WMS environment. Returning to the “IB Shipments”, select the
“Refresh” icon. Note the “Location” column has a value matching the system recommended location the user
verified via the RF instance emulator.
48. This concludes the Warehouse Management exercises for this lab.


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Warehouse Management

November 11, 2020

Lab 1: Demo Setup 3

1 LAB GUIDE | Warehouse Management

Labs, Sequence, and Durations

LAB TITLE DURATION (MINUTES) LEARNING OUTCOMES(S)

Warehouse Management Warehouse Management

2 LAB GUIDE | Warehouse Management

1. Open a Google Chrome browser session.

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2. Click on the Environments tab:

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4. Log on as frank.eagan with the password for your instance.

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16. Select the resulting value: “Appointment”.

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27. Select the returned value: “Dashboard View (*)”.

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LAB 3: PERFORM INBOUND RECEIPT

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