outbound logistics – instructor training integrated supply chain demonstration bill reilly...

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Outbound Logistics – Instructor TrainingIntegrated Supply Chain DemonstrationBill ReillySolution Architect, AGSS

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Agenda

• Introduction / Overview• Pre-demo Setup• Messaging / Talking Points• Demo Walkthrough

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Introduction / Overview

Integrated SCM Demo Flow

Outbound Logistics Sizzle Flow

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Pre-demo Setup

Pre-demo Setup

• WMS Mobile Graphical User Interface• WMS Putaway

• Need an LPN for putaway• Available space for storage

• Transportation Planning and Execution• OTM specific setup: Nick Names, Agents, Contacts• Need an order for our multi-stop trip / shipment• Order needs to be available in OTM

• WMS Picking• Need inventory for both orders in our trip / shipment

Graphical Mobile User Interface

Setup: WMS Mobile GUI

• Our competitors have mobile GUIs, so it’s important that we show ours.

• Available from ADS Demo Docs under “Logistics” • Comes with complete installation instructions• Takes 15 minutes to install• WMS - GUI Telnet Installation        

'Updated' - ENGLISH ONLY - Updated to reflect latest patch level 5479779 This Demo Tools script guides you through the installation of the GUI Telnet Client on your PC. The .zip file contains the Installation Instructions, the Command File to run the Application and the Client Patch required  

Mobile Access

• Logins• BEdge• CTilton• WParker• RSeconi• KSmith• IHilovsky

• Password• welcome

Setup: WMS Inbound

• GOAL: Show system directed putaway to two different locations based on user-defined rules

• Create an LPN of 200 EA for putaway• Use Misc Receipts or Misc Issues to set onhand qty in

E5.2.1 so that Capacity Available is 40 (EA)• Ensure that there is Available Capacity of 160 (EA) in

C1.1.1• “Tools” of choice:

• Mobile GUI for Misc Receipt and Misc Issue• Material Workbench• Setup screens for Subinventory and Locator

Misc Receipt and Misc IssueNavigation Path

Setup: WMS Inbound

• Generate an LPN for the Receipt that will be putaway

• Ctrl-G to gen LPN• Note this LPN

• Required in the demo

• Item: AS88311• Subinventory: REC• Locator: R1.1.1• Quantity: 200

Setup: Tools of the Trade

• Use Material Workbench• On-hand Quantities• ‘Detailed’ Option• Search for AS88311• Validate:

• Receipt Qty• Capacity in E5.2.1• Capacity in C1.1.1

Setup: Tools of the Trade

• Use Storage Locators form to verify available capacity

Setup: Tools of the Trade

• Run Update Locator Capacity if the qty differ between forms

Setup: Transportation Planning

• Within OTM, here’re the pre-demo steps -• Add Nicknames to Demo Users• Update Business Monitor for Planner• Update Email Address for Contacts• Update Agents

• Within EBS, here are the pre-demo steps - • Create a Sales Order in EBS• Create delivery for the new sales order• Launch Shipping-Transportation Outbound Interface against

the new delivery, to create an order release in OTM• Open a browser window from your email client and leave it

Setup: Update OTM Nicknames

• Login as SERVPROV.ADMIN

• Security Services> User Manager> List Users

• Query for EBSMASTER-CAR-380489

• Click on returned ID hyperlink to enter edit mode

• Enter “ADS TRUCK” in Nickname field

• Select Update Nickname

Setup: Update OTM Nicknames

• Login as EBSMASTER.ADMIN

• Configuration and Administration> User Management> List Users

• Query for PLANNER • Click on returned ID

hyperlink to enter edit mode

• Enter “OUTBOUND PLANNER ” in Nickname field

• Select Update Nickname

Setup: Update Business Monitor

• Login as EBSMASTER.ADMIN

• Configuration and Administration> Preferences > User Preferences

• Query for PLANNER • Click the hyperlink

to enter edit mode• Click pencil icon next to

Business Monitor • Edit dropdown list and

highlight OUTBOUND • Select Save, then Finished

Setup: Update Contact Email

• Login as EBSMASTER.ADMIN

• Business Process Automation > Communication Management > Contacts

• Query for CAR-380489 in Contact ID

• Click the hyperlink to enter edit mode

• Enter your email address in Email Address

Setup: Update Auto-Allocate Agent

• Login as EBSMASTER.ADMIN

• Business Process Automation > Agents and Milestones > Automation Agent

• Query for SHIPMENT – AUTO ALLOCATE in the Agent ID field

• Click the hyperlink to enter edit mode

• Uncheck the ACTIVE box

Setup: Sales Order for AS54888

Setup: Sales Order for AS54888

• Customer: SmartBuy• Ship to: Pittsburgh, PA• Order Type: Standard• Order Date Type: Ship• Request Date: 1 Week from upcoming Weds• Earliest Acceptable Date: Request Date – 2 days• Latest Acceptable Date: Request Date + 2 days• Use Trans Planning folders• Book Order

Setup: Upload Order to OTM

• Create Delivery from Shipping Transaction Form

• Upload order using Shipping – Transportation Outbound Interface

Setup: WMS Outbound Picking

• AS88311 - available in E5.2.1• AS54888 - staged in BULK using Misc Receipts

• 3 Receipts in 3 locators: B1.1.1, B2.1.1, B3.1.1• Do not use LPNs – they increase data entry for picking

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Messaging

Messaging

• Integration – An Integrated Logistics Suite• Tight integration leads to easier implementations, more

reliable operation, and less expensive upgrades

• Improved Efficiency• High volume transportation planning makes more efficient

use of existing resources to lower costs through load building, route optimization, and rate shopping

• Flexibility / Adaptability• User defined rules are created (and maintained over time) to

reliably and consistently support customer specific business processes in a system directed manner

Messaging

• Start with the big picture • End with the big picture

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Demo Walkthrough

Outbound Logistics in the Big Picture

The Outbound Logistics Flow

WMS Inbound – Put Away

• Connect to the server using the WMS mobile interface

• All updates are real time• Mobile devices are pretty

much standard in all larger facilities

• Oracle supports all major mobile device vendors, including LXE, Symbol, Motorola, and Teklogix

WMS Inbound – Put Away

• Login as BEdge• Users are only assigned

tasks that they are qualified to handle

• Each user has defined skills that the WMS references when assigning tasks

WMS Inbound – Put Away

• Choose ‘Pick and Put Away’ form Main Menu

• Choose ‘Put Away’• Enter the license plate number

(LPN) assigned at receipt• LPNs are scanned to initiate the

put away process• User defined put away rules

ensure material is stored in the proper slot

WMS Inbound – Put Away

• The WMS checks the attributes of the LPN and chooses the best storage location based user defined rules

• We split the LPN of 200 EA into 2 put aways of 160 EA and 40 EA

• In this case, data verification is given a very high priority – virtually all data associated with the transaction is validated

• When picking we’ll take a look at minimum data verification

WMS Inbound – Put Away

• The balance of the LPN is stored in the forward pick location

OTM – Transportation Planning

OTM – Transportation Planning

OTM – Transportation Planning

OTM – Transportation Planning

OTM – Transportation Planning

OTM – Transportation Planning

OTM – Transportation Planning

OTM – Transportation Planning

OTM – Transportation Planning

OTM – Transportation Planning

The Outbound Logistics Flow

OTM – Tender Acceptance

OTM – Tender Acceptance

OTM – Tender Acceptance

OTM – Tender Acceptance

OTM – Transportation Planning

WMS Outbound – Pick Release

WMS Outbound – Pick Release

WMS Outbound – Pick Release

WMS Outbound – Pick Release

WMS Outbound - Picking

WMS Outbound - Picking

• Select Pick and Put Away from the Main Menu• Select Accept Next – Express to get picks

• Express requires much less data validation

• Enter Organization: W1

WMS Outbound - Picking

• Equipment has capabilities in the same way employees have skills

• WMS considers the capabilities of equipment when assigning work

• For instance, the WMS would not assign a full pallet pick to someone pushing a cart

• Select Done, which takes the default – no restrictions on capabilities.

WMS Outbound - Picking

• Confirm what we’re picking. Press Enter for the first LPN prompt – It’s optional

• Label it while on the fork truck. Press Ctrl-G at the Confirm prompt

• Confirm the destination locator: STA, L1.1.1

WMS Outbound - Picking

• Confirm what we’re picking. Press Enter for the first LPN prompt – It’s optional

• Label it while on the fork truck. Press Ctrl-G at the Confirm prompt

• Confirm the destination locator: STA, L1.1.1

EBS – Order Status

EBS – Order Status

EBS – Order Status

EBS – Order Status

EBS – Order Status

EBS – Order Status