Materials Management and Logistics (L1)

Materials Management and Logistics (L1)
Manage Outbound Logistics (L2) Communicate Shipping Messages and Updates with Trading Partners (L3) Oracle Fusion Applications 11gR1 ( ) Functional Overview (L2) Manage Outbound Logistics (L3) Communicate Shipping Messages and Updates with Trading Partners

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Purpose: This document provides an overview of features and enhancements included in Oracle Fusion Applications 11gR1 Release and applicable updates. It is intended solely to help you assess the business benefits of upgrading your existing Oracle Products to this release, or implementing completely new Oracle developed products, and planning your I.T. Projects. Disclaimer: This document in any form, software or printed matter, contains proprietary information that is the exclusive property of Oracle. Your access to and use of this confidential material is subject to the terms and conditions of your Oracle Software License and Service Agreement or other applicable contract with Oracle, with which you agree to comply. This document and information contained herein may not be disclosed, copied, reproduced or distributed to anyone outside Oracle without Oracle’s prior written consent. This document is not part of your license agreement nor can it be incorporated into any contractual agreement with Oracle or its subsidiaries or affiliates. This document is intended to outline our general product direction. It is intended for informational purposes only and solely to assist you in planning for the implementation and upgrade of the product features described. Release information contained in this document is not a firm development plan. Release information published here should not be used as the basis for customer delivery commitments, as part of marketing efforts, or during contract negotiations. This is not a commitment to deliver any material, code, or functionality, and should not be relied upon in making purchasing decisions. The development, release, and timing of any features or functionality, and inclusion or not thereof in the commercially available version of the Software, if any, is subject to change at any time and is always at Oracle’s sole discretion. This document is not considered part of the applicable program documentation. Due to the nature of the product architecture, it may not be possible to safely include all features described in this document without risking significant destabilization of the code. Copyright © 2011, Oracle and/or its affiliates. All rights reserved. Oracle Proprietary and Confidential

Note: Agenda items in grey are not applicable.
Activity Description Task Flow Roles Setup Third Party Dependencies Globalization Industry Reports Feature Highlights Demo Insert speaker notes Agenda Activity Description Task Flow Roles Setup Third Party Dependencies Globalization – Not applicable Industry – Not applicable Reports – Not applicable Feature Highlights Demo Note: Agenda items in grey are not applicable. Copyright © 2011, Oracle and/or its affiliates. All rights reserved. Oracle Proprietary and Confidential

Activity Description Communicate messages to trading partners related to shipment contents, requests for shipment and status of shipment requests Efficiently support and automate the outsourcing of your logistics operations Communicate Shipping Messages and Updates with Trading Partners activity description: This activity is composed of: - Receiving and integrating demand to be shipped to end customers from trading partners. - Communicating back to trading partners on the shipments progress within the warehouse. - Notifying trading partners of the shipment content when it leaves the dock. - Manifesting shipments to third party manifest systems prior to ship confirm. Copyright © 2011, Oracle and/or its affiliates. All rights reserved. Oracle Proprietary and Confidential

Task Flow Communicate Shipping Messages and Updates with Trading Partners Task flow: Receive Shipment Requests (Web Service & ESS Job) The task flow starts with the trading partners sending shipment requests. Shipment requests contain the information on the demand to be shipped, they can be sent for creation, updates or cancellation. As a result of the process shipment lines are updated accordingly. Note : The Receive Shipment Request web service supports a synchronous mode and an asynchronous (Batch) mode, as in Fusion V1, Distributed Order Orchestration (DOO) is integrated through the synchronous mode 2) Manage Shipment Message Interface (ADFdi UI) The Manage Shipment Message Interface ADFdi is used to display the errors encountered when shipments requests were processed using the asynchronous mode. The shipping agent accesses this UI to review any encountered error (missing reference data or changes to be made to shipment status). Upon resolution of the issues the UI can be called again to launch reprocessing of the erroneous transactions 3) Send Intermediate Shipping Status Update (Concurrent program) Send Intermediate Shipping Status Update consists in communicating to the trading partner the shipments progress in the warehouse. Two statuses: demand is staged or backordered are communicated to the trading partners along with the quantity details. Typically, the Send Intermediate Shipping Status Update concurrent program will be scheduled to run periodically (such as every hours) 4) Send Manifest Request (User action or concurrent program) Once the shipment is ready to ship and if the organization and carrier are “manifesting enabled” the manifest request can be sent to the carrier manifesting system. It can be a manual action of the shipping agent against the shipment or it can be automated through the usage of the Send Manifest Request concurrent program. 5) Receive Manifest Response (Web service) Receive receipt advice consists of the carrier manifesting system sending the manifesting response including freight costs and tracking numbers applied to the shipment. The information is used to update the shipment details, the shipment is then automatically ship confirmed based on this event. Note that the Receive Manifest Response web service supports only the synchronous mode 6) Send Shipment Advice and ASN (Ship Confirm user action or concurrent program) The final step of the flow is the shipping agent ship confirming and closing the shipment, this action triggers sending the shipment advice to the trading partner and the ASN (Advance Ship Notice) to the end customer notifying them of the shipment content details. Copyright © 2011, Oracle and/or its affiliates. All rights reserved. Oracle Proprietary and Confidential

Job Roles & Associated Duty Roles
Shipping Manager / Shipping Agent / Warehouse Manager Shipment Processing Duty Shipping Manager / Warehouse Manager Job Roles & Associated Duty Roles Job roles are roles associated with the job of an employee. For example, an employee with the Job Role ‘Shipping Manager’ can perform job functions or job duties such as recording shipping costs or manage shipments. The association of the duty role to the job role defines those duties that the job role can perform. Shipment Processing duty allows managing shipments in Fusion Applications. Both Shipping Agent and Shipping Manager roles are pre seeded with Shipment Processing duty. NOTE: Duty Roles listed here are related to this specific activity and do not necessarily encompass all the duty roles defined for this job role. Copyright © 2011, Oracle and/or its affiliates. All rights reserved. Oracle Proprietary and Confidential

Duty Roles & Tasks Duty Role Associated Tasks Shipment Processing Duty
Receive Shipment Request Send Intermediate Shipment Status Update Send Shipment Advice Send Manifest Request Receive Manifest Response Shipment Management Duty Manage Shipment Message Interface Duty Roles & Tasks Duty roles represent a grouping of tasks one must do on a job. These are the responsibilities one has for a Job. A duty role is assigned to a job role. The duty role consists of various tasks a user will perform. For example, the duty role Shipment Processing Duty enables the user to perform tasks such as Manage Shipments, Monitor Shipments Work Area etc. In Shipping, the duty role Shipment Processing Duty is provisioned to the Shipping Agent and Shipping Manager job role. NOTE: Task(s) listed here are related to this specific activity and do not necessarily encompass all the tasks for this defined duty role. Copyright © 2011, Oracle and/or its affiliates. All rights reserved. Oracle Proprietary and Confidential

Setup Setup for this activity is performed via the Application Setup Manager Setup is performed within the Materials Management and Logistics offering Additional Setup The setup activity Define Warehouse Administration supports the activity Communicate Shipping Messages and Updates with Trading Partners Setup The Functional Setup Manager serves as the central location for all setup tasks. All setup is performed with the Materials Management and Logistics offering. The activity Define Warehouse Administration supports the necessary setup for the activity Communicate Shipping Messages and Updates with Trading Partners. Copyright © 2011, Oracle and/or its affiliates. All rights reserved. Oracle Proprietary and Confidential

Third Party Dependencies/Interactions
ADFdi user interface desktop integration is available for Communicate Shipping Messages and Updates with Trading Partners using excel spreadsheet Third Party Dependencies/Interactions Communicate Shipping Messages and Updates with Trading Partners ADFdi (Application Development Framework Desktop Integration) user interface provides the ability to load shipping lines via spreadsheet. Communicate Shipping Messages and Updates with Trading Partners ADFdi is available from Shipments Work Area. The Manage Shipment Message Interface would be used when users need to import shipping data via spreadsheet. There are several ways import can be handled: Shipping data is imported by entering the data into an ADFdi-enabled spreadsheet and Uploading that data (via ADFdi’s feature set) to a Fusion Application. Shipping data is imported by copying and pasting data into an ADFdi worksheet, and then uploading the data into a Fusion Application. Shipping data is imported using Excel’s native ‘import’ feature into a blank worksheet, and then copy and paste into a ADFdi worksheet, from a .csv or .xml file. ADFdi software requirements details: Microsoft Excel 2007 Microsoft Internet Explorer 7 Microsoft .NET Framework 3.5 Service Pack 1 Microsoft Visual Studio Tools for the Microsoft Office ((version 3.0 Runtime) Service Pack 1 (x86)) Oracle ADF Desktop Integration client framework (Oracle ADF 11g Desktop Integration) Copyright © 2011, Oracle and/or its affiliates. All rights reserved. Oracle Proprietary and Confidential

Third Party Dependencies/Interactions
Third party Carrier Manifesting Software Out-of-the box Integration for Manifesting Multiple carrier compliant manifesting system XML messaging and /or web services Integration points: Receiving Manifest Requests (Inbound from Shipping) Sending Manifest Responses (Outbound to Shipping) Carrier Manifesting integration: Oracle’s Manifest Integration enables to integrate with manifest partner applications. The integration allows shipment information to be communicated between Shipping and the manifest partner application. The integration uses XML messaging and/or web service to send and receive shipment information between Shipping and the manifest partner application. A shipment request message is sent to the manifest partner application communicating the necessary details to process the shipment. Once the shipment has been processed, a manifest response message is sent from the manifest partner application to update the shipments attributes. Copyright © 2011, Oracle and/or its affiliates. All rights reserved. Oracle Proprietary and Confidential

Globalization/Localization
Not Applicable There are no globalization or localization factors related to Communicate Shipping Messages and Updates with Trading Partners. Copyright © 2011, Oracle and/or its affiliates. All rights reserved. Oracle Proprietary and Confidential

Industry Not Applicable
Communicate Shipping Messages and Updates with Trading Partners does not contain any industry specific processes or attributes. Copyright © 2011, Oracle and/or its affiliates. All rights reserved. Oracle Proprietary and Confidential

BI Catalog Content Supporting Activity – Standard Reports
Not Applicable There are no reports associated with Communicate Shipping Messages and Updates with Trading Partners. Copyright © 2011, Oracle and/or its affiliates. All rights reserved. Oracle Proprietary and Confidential

Feature Highlights DOO Integration
Automates organization’s global and distributed supply chain management processes Optimized solution to deliver the order to cash process across heterogeneous capture and fulfillment environments Improve how organizations manage their rapidly evolving supply chains Lightweight flexible and supply demand sources Service oriented architecture to receive supply and fulfill demand from any system Communicate Shipping Messages and Updates with Trading Partners lets you automate your global and distributed supply chain management processes. The solution delivers order to cash process across heterogeneous capture and fulfillment environments. Furthermore, the DOO integration improves how organizations manage their rapidly evolving supply chains with lightweight flexible and supply demand sources. Service oriented architecture enables you to receive supply and fulfill demand from any system. Copyright © 2011, Oracle and/or its affiliates. All rights reserved. Oracle Proprietary and Confidential

Feature Highlights DOO Integration Distributed Order Orchestration
Siebel Order Capture E-Business iStore Fusion Order Capture Electronic Data Interchange Partner Portal Web Services Distributed Order Orchestration Web Services DOO Integration overview: Heterogeneous order capture systems environment (Siebel, iStore, Fusion Order Capture etc ..). Web service integration between order captures systems and Distributed Order Processing. Web service integration between Distributed Order Processing systems and Fulfillments systems. Heterogeneous fulfillment systems environment (EBS, JDE, Fusion Logistics, legacy etc ..). eBusiness Suite Fulfillment JDE Fulfillment Fusion Logistics Legacy Fulfillment Application Direct Ship Vendor Copyright © 2011, Oracle and/or its affiliates. All rights reserved. Oracle Proprietary and Confidential

Multiple Order Captures Fusion Logistics - Shipping
Feature Highlights DOO Integration Multiple Order Captures Fusion Logistics - Shipping Order Decomposition Order Orchestration External Fulfillment System Interface WS WS DOO, Shipping Logistics integration overview: Multiple order capture systems sending orders to Distributed Order Orchestration: Distributed Order Orchestration: Centralized order control for multiple channels, fulfillment systems, divisions, organizations, & geographies. Promising/Sourcing: Inventory, logistics, services across internal and external fulfillment locations from multiple systems with single view of all supply and demand. Decomposition: Decomposition of complex orders into separate, interrelated and dependent fulfillment plans. Orchestration and Interface to fulfillment systems: automated order coordination across fulfillment systems via web services. Fusion Logistics Shipping Executes shipment of received demand Fusion Distributed Order Orchestration Copyright © 2011, Oracle and/or its affiliates. All rights reserved. Oracle Proprietary and Confidential

Distributed Order Orchestration Fusion Logistics - Shipping
Feature Highlights Customers Create & update Orders Order Capture ASN Order Status Close orders & finish invoice Decompose Orchestrate Interface to logistics Distributed Order Orchestration Create & update Demand Shipment Status DOO, Shipping Logistics flow overview: Customer are placing orders, orders are entered via order capture systems Distributed Order Orchestration processes the order (Sourcing, scheduling, decomposition) and eventually interfaces it to shipping Fusion Logistics – Shipping Receives creations and updates of demand from DOO (Transaction : Shipment Request) Executes shipment of demand through pick, pack and ship activities Informs DOO of shipment progress whenever the demand is staged or backordered (Transaction : Intermediate Shipping Status Update) Informs DOO of shipment completion (Transaction : Shipment Advice) , the Advance Ship Notice message (ASN) can be also sent to the customer as part of the ship confirmation process Upon receipt of the Shipment Advice DOO closes the order and triggers invoicing and follow up activities Fusion Logistics - Shipping Outbound Flow Pick, Pack Copyright © 2011, Oracle and/or its affiliates. All rights reserved. Oracle Proprietary and Confidential

Feature Highlights Carrier Manifesting integration
Out-of-the box Integration for Manifesting Multiple carrier compliant manifesting system End of the day manifesting from manifest partner software Update weights using manifest scale integration if desired Manifest partner handles carrier rate and service update Carrier Manifesting : Carrier Manifesting is a method of processing parcel shipments it includes calculating freight cost, producing shipping labels, weighing containers and submitting end of day manifest to carrier. Automate parcel shipping process Produce carrier required shipping labels Update Shipments details with carrier tracking number Used for carrier billing detail Auditing carrier freight bills Copyright © 2011, Oracle and/or its affiliates. All rights reserved. Oracle Proprietary and Confidential

Fusion Logistics - Shipping Carrier Manifesting System
Feature Highlights Carrier Manifesting Automated Ship confirm Fusion Logistics - Shipping Pick, Pack Manifest Request Manifest Response Carrier Manifesting System Weigh Rate Labels Carrier Manifesting flow overview : Within shipping the demand is released to warehouse picked and packed, shipments are built and assigned to a carrier being enabled for manifesting. The shipments information are sent to the carrier manifesting system via the Manifest Request message The manifest system allows weight capture, freight costs calculation and tracking numbers generation Details are sent back to shipping via Manifest Response, shipping updates the shipment details and then close the shipment Copyright © 2011, Oracle and/or its affiliates. All rights reserved. Oracle Proprietary and Confidential

Associated TOIs Manage Outbound Logistics
Capture Shipping Costs and Cost to Charge Process and Confirm Shipments Manage and Release Pick Waves Pick Loads Copyright © 2011, Oracle and/or its affiliates. All rights reserved. Oracle Proprietary and Confidential

Demo Flow: DOO Integration
Order Capture System Fusion DOO Fusion Logistics 1 Select Products & Check Availability Submit Order Status Tracking Provide Global Product Availability Decomposition Orchestration Send to fulfillment System Status Tracking Complete Fulfillment Process 1) Order Processing steps prior to logistics/shipping Customer places orders. Orders are entered or updated via order capture systems, orders are submitted to DOO. Distributed Order Orchestration processes the order: Sourcing, scheduling, decomposition etc … The Order is sent to shipping via the Receive Shipment Request web service (Transaction: Shipment Request). Create Update / Demand Create Pick Wave Ship Confirm Copyright © 2011, Oracle and/or its affiliates. All rights reserved. Oracle Proprietary and Confidential 23

Order Capture System Fusion DOO Fusion Logistics Select Products & Check Availability Submit Order Status Tracking Provide Global Product Availability Decomposition Orchestration Send to fulfillment System Status Tracking Complete Fulfillment Process 2) Demand creation and change in Shipping Multiple operations can be performed on the demand received from the source system via the Shipment Request: Creation : Allow transmission of new orders or new order lines within an existing order, one new shipment line will be created in shipping for each new order line at status “ready to release” Update : Change to demand is performed according to a set of rules that ensure that the change is applied appropriately, for example: in which order the quantity must be deduced from shipment lines in case of quantity reduction: quantity reduction will start with unreleased , unpacked lines then move to unreleased packed lines and so forth until the desired reduction is reached. Another example is logging of a shipping exception if the quantity of a packed shipment line is updated. Multiple other change operations can be performed, including applying or releasing order holds or un-scheduling re-scheduling lines within shipping Cancellation: Cancellation can be transmitted for the whole order or for individual lines 2 Create Update / Demand Create Pick Wave Ship Confirm Copyright © 2011, Oracle and/or its affiliates. All rights reserved. Oracle Proprietary and Confidential 24

Order Capture System Fusion DOO Fusion Logistics Select Products & Check Availability Submit Order Status Tracking Provide Global Product Availability Decomposition Orchestration Send to fulfillment System Status Tracking Complete Fulfillment Process 3 3) Updating DOO of shipment progress Once the demand is integrated, the various shipping operations are performed: releasing to warehouse, pick confirming and packing. Updates on shipping progress are sent to DOO by calling a web service (transaction : Intermediate Shipping Status Update) informing DOO of the staged quantities for the order lines. DOO is also informed if the demand is backordered at any step of the process. Create Update / Demand Create Pick Wave Ship Confirm Copyright © 2011, Oracle and/or its affiliates. All rights reserved. Oracle Proprietary and Confidential 25

Order Capture System Fusion DOO Fusion Logistics Select Products & Check Availability Submit Order Status Tracking Provide Global Product Availability Decomposition Orchestration Send to fulfillment System Status Tracking Complete Fulfillment Process 4 4) Updating DOO of shipment completion Once the demand is ship confirmed, DOO is informed of the shipment completion and shipment details through the Shipment Advice transaction. Create Update / Demand Create Pick Wave Ship Confirm Copyright © 2011, Oracle and/or its affiliates. All rights reserved. Oracle Proprietary and Confidential 26

Demo Flow: Manifesting Integration
Fusion Logistics Carrier Manifesting 1 Create Pick Wave Pick , Pack Send Manifest Request Receive Manifest Response Automated Ship confirm Manifesting 1) Steps prior to manifesting Demand is released to warehouse picked and packed, The shipment is created and assigned to a carrier enabled for manifesting. Copyright © 2011, Oracle and/or its affiliates. All rights reserved. Oracle Proprietary and Confidential 27

Fusion Logistics Carrier Manifesting 2 Create Pick Wave Pick , Pack Send Manifest Request Receive Manifest Response Automated Ship confirm Manifesting 2) Sending the Manifest Request The shipments information are sent to the carrier manifesting system via the Manifest Request message. This is achieved by either submitting the Send Manifest Request concurrent program or by selecting the Send Outbound Message action against the Shipment. Copyright © 2011, Oracle and/or its affiliates. All rights reserved. Oracle Proprietary and Confidential 28

Fusion Logistics Carrier Manifesting Create Pick Wave Pick , Pack Send Manifest Request Receive Manifest Response Automated Ship confirm 3 Manifesting 3) Manifesting Upon receipt of the Manifest Request the shipment is processed in the manifest system including weight capture, generation of tracking numbers, labels printing and calculation of freight costs. Weight Rate Tracking Numbers Labels printing Copyright © 2011, Oracle and/or its affiliates. All rights reserved. Oracle Proprietary and Confidential 29

4 Fusion Logistics Carrier Manifesting Create Pick Wave Pick , Pack Send Manifest Request Receive Manifest Response Automated Ship confirm Manifesting 4) Receive Manifest Response and ship confirm Upon receipt of the Manifest the shipments details are updated with the information provided by the carrier manifesting system and then an automated closing of the shipment is triggered. Copyright © 2011, Oracle and/or its affiliates. All rights reserved. Oracle Proprietary and Confidential 30

Carrier Manifesting Send Outbound Message action 1) Select “Send Outbound Message” Action Carrier manifesting flow – Send Outbound Message. Send Outbound Message action is provide for shipments on Manage Shipments and Edit Shipments pages. Upon invocation, the action provides a pop up window with option to send manifest request or cancellation. 2) Select message to be sent Copyright © 2011, Oracle and/or its affiliates. All rights reserved. Oracle Proprietary and Confidential

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