Oracle E-Business Suite: Oracle Warehouse Management

Oracle E-Business Suite: Oracle Warehouse Management
What’s New in 12.2 This is a Title Slide with Picture and Logo slide ideal for including a partner or product logo with a brief title, subtitle and presenter information. To Replace the LOGO on this sample slide: Right-click the sample LOGO and choose Change Picture. Navigate to the location where the new logo is stored, select desired logo file and click on the Open button to replace the sample logo. The Presented with FPO logo placeholder box can be copy and paste to any of the Title Slides. Vidyesh Mishra Vice President, Applications Development Bill Reilly Director, Logistics Product Management October 22, 2018 Confidential – Oracle Internal/Restricted/Highly Restricted

Safe Harbor Statement The following is intended to outline our general product direction. It is intended for information purposes only, and may not be incorporated into any contract. It is not a commitment to deliver any material, code, or functionality, and should not be relied upon in making purchasing decisions. The development, release, timing, and pricing of any features or functionality described for Oracle’s products may change and remains at the sole discretion of Oracle Corporation. Confidential – Oracle Internal/Restricted/Highly Restricted

Release Content Document (Doc ID 1302189.1)
Confidential – Oracle Internal/Restricted/Highly Restricted

Transfer of Information (TOIs) (Doc ID 807319.1)

Program Agenda Inbound Materials Management Outbound
1 Inbound Materials Management Outbound Technical Innovations 2 3 4 Oracle Confidential – Internal

Inbound Receiving HTML User Interface - 12.2.5
Lot and Serial Items Returns Item Receipt & Corrections Return to Vendor Enhancements Return from Organization Different than the Original w/ or w/o Shipping Packing Workbench Enhancement to Capture Lot Attributes Capture On-hand/Material Status at Receipt Inbound Task Dispatching and Interleaving - WMS – R12.2.6 LPN Visibility in Receiving - WMS – R12.2 Receiving Open Interface Enhancement Confidential – Oracle Internal/Restricted/Highly Restricted

Receive (12.2.5) Identify expected receipts
Business Value Identify expected receipts Search for specific purchase orders and shipments Receive material Capture additional information like packing slip, bill or lading, waybill, etc. Attach pictures or documents to the receipts . Available in WMS enable orgs . Receive into LPN, not available in Forms desktop . Receive against a shipment line . Quick – enter quantity only . Directed – system directed . Item – user directed – with query completion – not in Forms

Item Receipt (12.2.8) Receiving UI Works for WMS orgs
More Flexibility and Control in Receiving and Materials Management UIs Receiving UI Quick Receipt (12.2.5) Directed Receipt for Lot & Serial Items (12.2.6) Item Receipt (12.2.8) Works for WMS orgs Supports LPN Receipts Receive against shipment line ====================== From Logistics RCD 8/2018 Inventory Management Release Create Move Orders from Material Workbench HTML User Interface The HTML Material Workbench was first released in and included the ability to perform Mass Issues. The release provides the ability to perform Mass Moves. In both of these scenarios, a Move Order is created behind the scenes. These two features will now be able to open up the Move Order in the new HTML Move Order user interface. Allow Corrections of received quantity from Receiving Operations UI Previously the ability to correct receipt errors was limited to the to the forms version of the user interface. The release provides the functionality to provide receipt corrections in the HTML version of Receiving Operations. Shipment Line based Receiving in MSCA Previously users had no control over how new items were received against open shipments associated with the purchase order. The new functionality allows users to choose which shipment is used when receiving the item. Item Receipt (HTML UI) Receiving Operations previously supported only two actions: Quick and Directed. The release adds a third alternative: Item. This allows the user to receive by items using the Receiving Workbench. The Item LOV is available for querying specific items and item descriptions, so the user is not required to scroll through multiple lines looking for a particular item. Inventory Aging Report A new report has been added to help users track the age of on-hand inventory in FIFO-tracked inventory organizations. With customer-defined time buckets, users can identify how long inventory has been in stock. For example, buckets could be set up for various periods, such as less than 30 days, between 31 to 180 days, 181 to 365 days, and over one year. Support for Multi-leg Shipments from Oracle Transportation Management Prior to , the integration between EBS and Oracle Transportation Management (OTM) did not support multi-leg shipments. When a user planned an order release of multi-leg shipments, only information for the first leg of the shipment was accepted and maintained in EBS. The subsequent legs of the shipments were not available in EBS and the user had no visibility or access to them. This limitation prevented users from tracking, ship confirming, and otherwise updating all shipments/trips associated to a delivery. The new functionality enables support for multi-leg scenarios in current EBS-OTM Integration (both Delivery and Batch based integrations). EBS Shipping Execution now has the ability to receive multi-leg shipments from OTM and create all corresponding trips. Users now have visibility in EBS to all legs in a trip and can easily track locations, dates, and freight costs associated with each leg. Once these trips are ship confirmed in EBS, the ‘Actual Shipment’ information is sent to OTM.

Deliver (12.2.5) Visibility to received material awaiting putaway
Business Value Visibility to received material awaiting putaway Identify internal vs. external receipts Search for specific receipts or shipments Deliver material to inventory or expense. View and attach pictures or documents .

Receive & Deliver Lot / Serial Controlled Items (12.2.6) Description
Create directed receipts to receive and deliver lot and serial controlled items Ability to enter in LPN when receiving and delivering packed material The existing HTML Receiving pages are enhanced to allow users to receive and deliver lot and serial controlled items and also packed materials. During the receive and deliver flow – users are provided with a screen to either manually enter in the Lot and or serial Numbers or let the system automatically generate Lot and Serial Numbers. Users are also provided with an option to capture an LPN if packed material arrives at the warehouse. These operations are only available for Organizations that are WMS enabled.

Returns (12.2.7) Enhanced visibility Advanced search
Business Value Enhanced visibility Receipts that failed inspection Receipts returned to receiving Advanced search Process return using one button Leverage Oracle Shipping for tracking and shipping documents Return material without a receipt or from a different organization . . Simple – Just like Forms - With Shipping Integration is HTML only

Receipts (12.2.5) Quickly identify priority receipts
Business Value Quickly identify priority receipts Advanced search for specific receipts or shipments Visibility into all receiving operations for receipts View and analyze documents or pictures attached to the receipt Make corrections to existing receipts (12.2.8) Visibility into all receiving operations for receipts like receipt, deliver, inspection, return, etc.

Shipping Integration for Return to Vendor
Solution Components Return order will be created with a unique order number New transaction type ‘Return to Vendor without Receipt’ Return material already moved to another organization. New profile option ‘RCV: Track Shipments for Return To Vendors’ has added at site level. Updated Returns UI New search attribute called Receipt Organization ‘New’ button to create new return against no document (PO/Receipt).

Shipping Integration for Return to Vendor
Solution Components The user will be able to choose a new ‘Source’ in the ‘Shipping Transactions’ form to identify the return shipments as “Returns “ User can create the delivery, print the documents and ship confirm the return order. User will be able to cancel the open quantity on the return shipments (in shipping) from the Transaction Summary form. Following reports in shipping have been modified to show supplier name for returns Packing Slip Report (XML) Bill of Lading (XML) Master Bill of Lading (XML) Commercial Invoice (XML) Vehicle Load Sheet Summary (XML) - Open Deliveries Report (XML) Shipped Delivery Lines Report (XML) - Automated Ship confirm Report (XML) Auto Pack report (XML)

Packing Workbench Capture Lot Attributes Packing Workbench can now be configured to capture all the lot attributes while packing the received lot into LPN. New form function parameter ‘ENABLE_LOT_DFF’ (function - WMS_PACK_WORKBENCH) created to capture lot attributes. If set to Yes, a new button ‘Lot Attributes’ is displayed. Applicable only when lot controlled item is being received in a WMS organization using the desktop form. Feature supported only for Inbound Packing Stations.

Inbound Task Dispatching
Improve User Productivity Intelligent dispatch of putaway tasks to users based on eligibility, priority and proximity. The user-initiated putaway functionality is retained and supported. A putaway task is created once the item is received.

Inbound Task Dispatching and Interleaving
Whse Mgmt > Tasks > Directed Tasks > Inbound. New menu option “Inbound” added in “Directed Tasks”. New option “Dispatch Putaway Task” is provided in the mobile. Using above navigation , ITD tasks can be dispatched which are queued to the user. Once the inbound task is released, the same can be dispatched and performed using MSCA. We have added a new menu option of ‘Inbound’ inside Whse Mgmt > Tasks > Directed Tasks Inside this menu, we have added the 3 pages. The user initiated ‘Move Any LPN’ A new page ‘Dispatch Putaway Task’ to get the inbound tasks dispatched to the user. Unload LPN option. 18

Receiving Open Interface Enhancements
Transaction Status Summary form will allow the user to query the transactions based on Transaction Category, Group ID or Processing Status New menu item ‘Resubmit’ in the Transaction Status form under Tools to resubmit the transactions in error status. New configurable form function P_ALLOW_DELETE added to allow/disallow deletion of ‘Pending’ or ‘Running’ ROI transactions. Following changes have been made to the Transaction Status Summary form as part of this enhancement – Transaction Status Summary form will allow the user to query transactions based on Transaction Category, Group ID or Processing Status For the transactions which have errored out due to some reason in ROI, a new menu item ‘Resubmit in the Tools of the Receiving Transaction Status summary form will allow the user to select such errored records and resubmit them. A form function parameter “P_ALLOW_DELETE” is defined to decide whether user can delete PENDING/RUNNING transactions in ROI. If the form function parameter is set to ‘Y’, then: RHI will be deleted only there is no RTI related to it. Parent RTI can be deleted only all its child transactions have been deleted 19

Materials Management Material Workbench
HTML User Interface Mass Moves (12.2.8) Mobile App – Oracle Mobile Inventory for Oracle E-Business Suite Cycle Counting Lot-Controlled Items – Multiple Task Types – Skip Task – Workflow for Change Locator/LPN Exception – Zone Based Counting – Confidential – Oracle Internal/Restricted/Highly Restricted

Materials Management Consigned Inventory
Automated return to consigned Returns after consumption advice Inventory Aging Report Global Lot Attributes Material Status – Electronic Signatures Confidential – Oracle Internal/Restricted/Highly Restricted

Material Workbench HTML
If you notice on the Forms search window – there are many search fields and also tabs that have more fields in them. In most cases – Customers use only about a handful of search criteria depending on their specific business case. Taking this into consideration – when designing the HTML search page – we decided to do two things. First - put all the search fields in one region – and second – expose only about 12 search fields out of the box. Given the robust personalization capability of the Oracle Applications Framework – customers can personalize the search page to show all search fields or to hide and show search fields that are relevant for their business. This simplifies the user experience when searching for Material using the HTML solution. The rest of the features and functionality that exist in the Forms solution are also available in the HTML solution. I want to highlight the new Expanded feature that is designed into the HTML solution that you will not find in the Forms solution. I make a note of this here so that you are aware of this feature on the Search page, but will describe the Expanded feature when looking at how results are displayed.

The main search results on the Form is split into two regions – on the left hand side – there is a tree structure that depicts the hierarchical nature of the data. For example items can reside in an LPN. LPNs reside within a locator. Locators within a subinventory and subinventories in an Org. On the right hand side is the table of results that reflects the on-hand quantity of the item at the level of the node selected on the tree. For example if the subinventory node was selected on the left hand side tree – the results table would show all the available locators in that subinventory with the respective quantities in each locator. Users can traverse up and down the tree and select any node to view the quantities on the results table. In order to see the quantity at the leaf node – user would have to traverse each node until the last node to see these quantities. In cases where the item is serial controlled – the leaf node would be the individual Serial Numbers. In this case – the quantity will be one since serial numbers are unique. However in cases where the item is not serial controlled – the leaf node would have a quantity that could be one or more than one. On the top left hand side – the View By drop down allows the user to view the results via different dimensions. Also – there are Actions that users can perform and Buttons on the results page to view additional information – all of which I will cover in later slides.

In the HTML solution – similar to the Forms solution, a splitter panel component is used to split the results page. The HTML solution has two views of the search results – non-Expanded and Expanded. Let’s look at the non- Expanded view first. The left hand side of the splitter panel in the non-Expanded mode displays one node at a time rather than a full tree view. The reason is because tree structures are not tablet friendly. The nodes are hard to touch and expand without accidently touching the neighboring nodes. A bigger limitation of the tree structures on tablets is with tree depths of 4-6 nodes in some cases in the material workbench – the splitter panel can results in horizontal scrolling which degrades user experience. Keeping in line with true mobile development, a generally acceptable mobile design is the paradigm of drill downs. This way the users see only one set of information at a time and can make a selection to drill down to the next level. There are some compromises in this approach in that the user cannot view more than one hierarchy at the same time in the HTML solution. In the Forms solution, users can click on any number of parent node to see the full structure. This is however not a frequently used feature and hence the compromise was made to keep user experience as a top priority when building the HTML solution. In order to be able to view the hierarchy that users may be used to seeing in the Forms tree nodes – a dynamic list of links is generated each time the user makes a selection. This provides the user a visualization of the hierarchy and also the selections that they have made. In the Forms solution, users can travers back to a prior results set by clicking on the parent node. In the HTML solution, users can click on any one of the dynamically generated links to navigate back to a prior view of the results.

When the Details icon is clicked – a drill down page is displayed with all of the relevant columns displayed for the material location and view by selected. One key point here is that all of these columns that are displayed on the Details page – can be displayed in the results table as well. Out of the box we have shipped out the columns in the table that we think is most relevant for the combination of material location and view by – but if you need to hide some columns or show other columns – the results table can be personalized.

If you notice on the Forms search window – there are many search fields and also tabs that have more fields in them. In most cases – Customers use only about a handful of search criteria depending on their specific business case. Taking this into consideration – when designing the HTML search page – we decided to do two things. First - put all the search fields in one region – and second – expose only about 12 search fields out of the box. Given the robust personalization capability of the Oracle Applications Framework – customers can personalize the search page to show all search fields or to hide and show search fields that are relevant for their business. This simplifies the user experience when searching for Material using the HTML solution. The rest of the features and functionality that exist in the Forms solution are also available in the HTML solution. I want to highlight the new Expanded feature that is designed into the HTML solution that you will not find in the Forms solution. I make a note of this here so that you are aware of this feature on the Search page, but will describe the Expanded feature when looking at how results are displayed.

The Expanded view of the results is a new feature introduced and is available only in the HTML solution. This approach makes use of Facets – similar to what you would have experienced when shopping on Amazon, eBay, FlipKart and other eCommerce sites. So what are facets? The term Facet is used here in the same context of what is commonly referred to as Faceted Search. A faceted search approach allows users to browse results based on a pre-defined hierarchy or taxonomy. The general use case is to perform a generic search and then be able to refine the results by selecting a facet – the facets are provided to the user without the user having to think about them – the approach that Amazon, eBay and other eCommerce platforms take. In the Material Workbench context – each tree node in the Form solution is a Facet in the Expanded view. So if a tree has five nodes in Forms, that translates to five facets in HTML. Users perform a generic search for material and then use the facets to further refine the results set. The faceted approach was designed into the solution as a result of a discussion that happened with some of our customers and partners during the EBS Summit in Some customers pointed out that when they were using the Forms solution – they were interested in the on-hand quantity only at the leaf node level. Which meant that their users would have to traverse all of the nodes in the tree structure in order to reach the leaf node. This was time consuming and cumbersome especially if the user had to do it many times. The request to improve this user experience resulted in the Expanded mode being designed and built. In order to be able to display only the results when the leaf node was selected in the Form – the tree hierarchy needed to be flattened out. This is exactly the view that you would get when the Expanded mode is selected – only the rows that are displayed when each leaf node is selected in the Forms solution are the rows that are displayed in the Expanded mode. One important point to note in the Expanded case is that the Serial column is not part of the results table. The reason is because if the Serial column were part of the results table – if the item were serial controlled – all of the quantity values would be 1 – since there can be only 1 quantity of a particular serial in a warehouse. In the Expanded Mode – the Org and Item are mandatory when performing the search. This will become more clear when we get to the Demo. Faceted Search Paradigm

Material Workbench HTML - Actions
In the Forms – there is a Tools menu that provides the user with a list of actions that can be performed on the selected material. In the HTML solution – the same list of actions is available to the user from the results table.

View and Complete Operations
& 12.2 Mobile Inventory View and Manage Inventory on the Go View on-hand across facilities View LPN/Locator content Schedule Cycle Counts Schedule by cycle count header Schedule for specific inquiry results Count only specified lots, cost groups or projects for an item Work Order Management: View assigned operations, tasks, and applicable quality plans View work order details and applicable quality plans Resource and Material Management: Charge time Issue material Work Completion Management: Complete operations with quality results Complete work orders with failure data, meter readings, and quality results Problem Reporting: View asset details, failure history, and applicable quality plans View work order and work request history Create new work orders and work requests Enter quality results for the applicable quality plans for an asset View and Complete Operations

Schedule Cycle Count by Subinventory, Locator, and Item
Indicates Required Fields Enter Cycle Count Details Defaults Defined in Settings Change Schedule Time

Schedule Cycle Count from On-Hand Inquiry
Swipe Left on row to reveal quick actions Swipe Right on row to hide quick actions Inquiry Results Tap to Drill Down On-Hand Inventory – Left Swipe for Quick Actions Right Swipe to Hide Quick Actions On-Hand Inventory

Cycle Count Define multiple cycle count task types.
Enhanced WMS Rules Engine to assign cycle count tasks to the appropriate user. Schedule and dispatch cycle counts by zone.

Cycle Count Skip Task Present the next task of the cycle count when a cycle count task is skipped Skip task wait time defined in the organization parameters will be honored If no other task is available for that cycle count, user will be taken back to the task menu page.

MSCA: Improved Cycle Counting of Lots
Enter individual lot quantities, while system calculates the total lot quantity. ‘Next Lot’ button has been added to mobile Cycle Count page

Cycle Count Workflow for Change Locator/LPN
Create Cycle Count task with change Locator/LPN exception Cycle Count task created when user picks from a subinventory, locator or LPN other than the system suggested subinventory, locator or LPN. Prevent subsequent allocation to future orders Helps maintain inventory accuracy within the system. Confidential – Oracle Internal/Restricted/Highly Restricted

Cycle Counting by Item Cost
ABC compilation is used by the warehouse to rank the items based on various criteria like their current on hand qty, current on hand value, historical usage etc. These rankings determines the importance of the item and the frequency at which they should be cycle counted. An item with higher importance will be counted more frequently as compared to an item with less importance e.g. an item with high value might be counted every week while an item with lower value might be counted once or twice a month only. In this release, we have added an additional criteria ‘Unit Cost of the item’ for ABC compilation of items. Using this criteria will rank the items based on their unit cost i.e. items with higher unit cost will have a higher rank compared to an item with lower unit cost. New compilation criteria has been created for ‘Unit Cost’ of an item. Rank the items within the warehouse based on the item unit cost. Can be used to determine the counting frequency of the items New Public API - INV_ABC_Assignments_PUB .CREATE_ABC_ASSIGNMENTS is added to insert/update ABC Assignments Confidential – Oracle Internal/Restricted/Highly Restricted

Consigned Inventory Return consigned material to correct owner after consumption advice or invoice is generated WIP component return for consigned materials automatically moves to consigned stock Confidential – Oracle Internal/Restricted/Highly Restricted

Inventory Aging Report
User Defined Buckets Confidential – Oracle Internal/Restricted/Highly Restricted

Global Lot Attributes Enforce consistency of lot attribute values across organizations if lot attributes are defined as global. New site level profile ‘Enable Global Attributes for Lot’ New concurrent program ‘Mass Lot Attributes Sync’ Confidential – Oracle Internal/Restricted/Highly Restricted

Material Status - Electronic Signatures
New profile ‘INV: Deferred ERES Enabled’ New material status is effective only after electronic signature capture When a status is changed, a notification is sent to an approver. Common transactions for the old and new statuses will be allowed while status change is pending approval. With this enhancement, when the status is changed then a notification will be sent to the approver and the approver can accept or reject the changes. Material status controls the txn which can be performed. While the status change is pending approval, system will allow the common transactions for the old and new statuses. Currently when the user changes any onhand status then all the status changes are consolidated in a single E-Record. With this enhancement, the user is given the flexibility to sign the document multiple times for each record or only once for all the records based on business requirments. 40

Outbound Shipping Operations Warehouse Task Management
New HTML User Interface Warehouse Task Management Task Summary Skip Task Serial Tagging at Sales Order Pick Material Classification Optional Lot Allocation Confidential – Oracle Internal/Restricted/Highly Restricted

Outbound Pick & Drop Contingent Workers
Drop By Location – Configurable Picking Exception Nested LPN Pick - WMS – Picking by Zone - WMS – Enable MMTT DFF in Mobile Pick Load Page Contingent Workers Advanced Catch Weight – Multi UOM Fulfillment Transportation Planning for Waves Inventory Management Command Center Confidential – Oracle Internal/Restricted/Highly Restricted

Shipping Operations FILM STRIP SEARCH INFOTILES FILTER TABLE
If you are not already familiar with what Oracle is referring to as the modern user interface here’s a quick overview. The new EBS OA pages look like this starting from release On the top blue section – the group of icons are referred to as the film stip. These directly correspond to the functions within the selected responsibility that a user will typically access in his or her daily role. For the Shipping workbench these are Trips, Stops, Deliveries, Details, and Requests – where users can view the progress of any concurrent requests that are executed as part of the shipping process flow. The white section is called a card which contains all the information for the function selected in the film strip. The top row is a group or boxes with some information in them and these are called information tiles or info tiles. These are displayed in a carousel layout – so if there are more info-tiles that can fit within the browser width – the user can scroll through them like a carousel. Info-tiles provides users a summary view of the data underneath it. This helps the user focus his or her efforts on the most important task at hand for the day. For example in the screen shot above – if the number inside the Overdue info-tile is a high number – it could be a cause for concern and the user would know this by simply glancing through the bunch of infotiles. He or she can click on the Overdue info-tile and take appropriate actions to reduce the number of overdue delivery lines. The selected info-tile has a blue bar – the unselected ones have a grey bar. Users interact with the info-tiles by clicking on the tile. When a tile is clicked – the table below is refreshed to show the details of the summary information in the info-tile. Each of the functions in the film strip has its own set of corresponding info-tiles that has its own detail information. Each info-tile has a query behind it that is executed whenever the page loads. These queries can be customized if Customers like to display other information instead of the information that is shipped out of the box. I will describe how these info-tiles can be customized in the implementation section of this TOI. Right on the top of table – there are a couple of pairs of fields. The first is an Actions drop down list with the Go button. This list has all the action that the user can perform on a particular row that is selected in the table. The second is a drop down list with Order as the option selected and an empty input field – users can use this to filter the data set that is displayed in the table. In this screen shot – users can search for a specific order number and filter the table rows to display only the delivery lines associated to that specific order. In case users need to do a search for any other shipping information that is not displayed in the info tiles – they can click the search button to access the search pages. DETAIL TABLE ACTIONS

Shipping Operations on a Tablet

Pick Release Launch Pick Release
Create Sales Order Pick Release Manage Delivery Manage Trip Ship Confirm Pick Release Launch Pick Release Select action: Launch Pick Release Users select the ‘Launch Pick Release’ option from the Actions drop down list. In this case – instead of drilling down to another page, this action triggers of a concurrent program to generate the Pick slip. Not for recording: Pick slip report to tell the picker what items they have to pick. Picker picks the items from subinventory/locator in warehouse and moves to staging.

Pick Release Launch Pick Release – cont’d
Create Sales Order Pick Release Manage Delivery Manage Trip Ship Confirm Pick Release Launch Pick Release – cont’d Navigate to Requests Review concurrent requests completion The user can click on the ‘Requests’ icon on the film strip to view the progress of the concurrent program. The user sees that the Lunch pick release process has completed successfully and can view the details of the program.

Ship Confirm Select trip Select action: Ship Confirm
Create Sales Order Pick Release Manage Delivery Manage Trip Ship Confirm Ship Confirm Select trip Select action: Ship Confirm The final step is to confirm shipment for the trip. Check the checkbox next to the Trip that needs to be ship confirmed and select ‘Ship Confirm’ from the Actions drop down list.

Task Management – Landing Page
When users access the Forms based solution for the responsibility, they are presented with a search window. Users can either select an existing saved search and execute the query to start the workflow or enter in an Adhoc search criteria and execute it to start their task management workflow. In the HTML based solution, when users access the warehouse task management pages from the responsibility, they are presented with a landing page that displays a bunch of infotiles. The first infotile is selected and its results are displayed below. The metric inside these infotiles is the count of the number of Tasks. The query behind the infotile is based on a user defined saved search. When creating a saved search, users can select which saved search to display as an infotile. The one restriction when a saved search cannot be displayed as an infotile is if the saved search has the Completed tasks status checkbox checked. This is because querying up completed tasks on a landing page could have performance implications. The infotile are ordered alphabetically according to the name of the saved search. By displaying a bunch of saved searches as infotile, users can get a sense of the different types of tasks that are pending and take appropriate action.

Task Management – Search
One thing to note though is when Customers get the HTML solution brand new, the infotile landing page will not be displayed. This is because there are no saved searches setup to be displayed as infotiles as yet. In this case – the search page will be displayed. All of the customer define saved searches in the Forms solution will be available in the HTML solution as well. To setup a saved search as an infotile – users can click the Edit button and mark a saved search as an infotile or they can create a brand new saved search and mark that as an infotile. If there is at least one saved search displayed as an infotile – the next time the user accesses the HTML solution, the infotile landing page will be displayed. If you have any saved searches on the Forms solution, those will be available in the HTML solution as well. Also if you do create a saved search on the HTML solution that will be available on the Forms solution as well because the underlying data structures are the same. Also users can create new saved searches, edit existing ones, and delete saved searches that are no longer useful. Like the Forms solution – users can save a search and mark it as public in which case all users have access to that saved search.

Task Management – Saved Search
When creating a new saved search or editing a saved search, the following popup window is displayed. Users can provide a name and check the checkbox ‘Show as Infotile’ to display the saved search as an infotile on the landing page.

Task Management – Results Table
In the HMTL solution, the resulting tasks are displayed in a very similar table. Here to users can hide/show the table columns, change their order and so on. The big difference is that users don’t need to go back to the search page to select and execute a different search – they can easily do so by clicking on a different infotile. The underlying saved search will automatically be executed. If users do need to execute a new search, they can access the search page by clicking on the search button on the top right hand side of the page.

Task Management – Actions
In the HTML solution, the saved actions – those actions that users frequently use are available in the Actions drop down list of the results table. This makes it easier for the user to select a saved action and execute it without leaving the results page. This is a huge usability improvement over the Forms solution. In order to execute an adhoc action, users can select the ‘Update Tasks’ option in the Actions drop down list of click on the ‘Pencil’ icon in the toolbar region of the table. Both these options displays a popup window where users can change the Task Status, Priority, User Task Type and assign an Employee to the selected Tasks. In order to create, edit, and delete saved actions, users can select the ‘Manage Actions’ option in the ‘Actions’ drop down list. This navigate to the Manage Actions page where users can create, edit and delete saved actions. The reason why these are split into different solution components is the following: things that users do frequently are made easily accessible – like executing a saved action or an adhoc action. Both these are done without leaving the context of the results table. The less frequently done action like creating, editing, and deleting saved actions are moved to a new page so that this does not interfere with the more frequently performed actions of executing saved and adhoc actions. This way users experience with the more frequently performed actions are enhanced while still being able to maintain all of the features and functionality of the forms based solution and more importantly what users really want.

Task Management – Employee Availability
In the HTML solution a new feature to view how Tasks are distributed between warehouse workers is added. Tasks that are not yet completed that are assigned to employees are displayed in this popup window. When performing Task assignment warehouse managers can view this distribution to get an idea of who is overworked and who can still work on more Tasks. This is a handy feature for warehouse managers to equally distribute tasks among warehouse workers. View Employee Task Load

Mobile Task Dashboard Confidential – Oracle Internal/Restricted/Highly Restricted

Mobile Task Dashboard - Load
Add custom fields

Mobile Task Dashboard - Load

Serial Tagging Identify serial numbers at time of use.
Simplifies receiving and inventory maintenance. Supported transactions: WIP Issue Field Service Issue Return to Vendor

Material Classification
Description Allows customers to tag the inventory item for classification Configure and Define Material Classification Codes. Enable tagging of Material Classification during Sales Order Picking or Shipping Confidential – Oracle Internal/Restricted/Highly Restricted

Material Classification
Setup Material Classification Type e.g.: Country of Origin Packaging Code Material Classification Control Sales Order Pick Sales Order Issue Internal Order pick Internal Order Issue Confidential – Oracle Internal/Restricted/Highly Restricted

Transact Move Order with Material Classification Code
Inventory Move Order Select MCC MCC Confirm

Confidential – Oracle Internal/Restricted/Highly Restricted

Optional Lot Allocation
A new attribute ‘Allocate Lot’ Rules engine ignores lot attributes Lot level reservations honored Lot LOV on picking page Does not support OPM Orgs Confidential – Oracle Internal/Restricted/Highly Restricted

Picking by Zone New features Include: WMS rules support ‘Zone’
Description New features Include: Create WMS rules by zone Task dispatching by zone Warehouse Control Board query by zone WMS rules support ‘Zone’ Picking Putaway Task Type Assignment Oracle Confidential – Internal

Nested LPN Picks (12.2.5) Description Provides the flexibility to pick material from inner as well as outer (parent) LPN. Supported for independent as well as bulk tasks. Supported for both primary as well as secondary fulfillment base. Nested LPN picks will be supported for sales order picks, move order picks, and manufacturing picks Nested LPN picking will support Overpick , Lot substitution, Flexible Lot allocation, and Lot indivisible items. Users will be allowed to unload the nested LPN. Existing WMS architecture only allows the warehouse operator to pick the material only from an innermost LPN. Mandates inner or nested LPNs to be un-nested before the material can be picked from it making picking process cumbersome. Oracle Confidential – Internal

Drop By Location (12.2.4) Reduces Picking Errors New Mobile UI ‘Drop by Location’ created to drop appropriate LPNs User Scans/Enters the drop Subinventory and Locator The list of LPNs to be dropped is displayed Drop nested LPN (12.26)

Configurable Picking Exception (12.2.4)
Provides 2 options for Zero Pick and Curtail Pick exceptions Backorder all the tasks for the SKU, or Backorder only the current task New form function parameter ‘BACKORDER_ON_EXCEPTION’ introduced to determine the behavior Assign alternate task generated to same picker or to other users Confidential – Oracle Internal/Restricted/Highly Restricted

Warehouse Control Board Enhancement
New status ‘Pick None’ Display the exceptions related to the queried task. Available for the following sources: Manufacturing, Outbound, Warehousing Pick none tasks cannot be updated, queued or dispatched New form function parameter – ‘SHOW_PICK_NONE_TASKS’ Pick None status displayed only if the form function parameter is set to Yes.

Advanced Catch Weight (12.2.4)
Dual Units of Measure Item tracking using 2 units of measure Fulfillment Base The UOM for picking and shipping Advanced catch weight requires Oracle Warehouse Management Procure items in one UOM, then pick and ship in another Manage on-hand balances, manufacturing, costing in one UOM Pick, pack, and ship in a second UOM ‘Catch’ actual weights automatically Cycle count, allocate and price in either UOM Nominal Conversions Nominal or average conversions Catch Weight Capture ‘actuals’ for invoicing 68

Advanced Catch Weight – Fulfillment Base
Use a different unit of measure for distribution Confidential – Oracle Internal/Restricted/Highly Restricted

Enhanced Planning for Oracle Transportation Management
Description EBS delivery details are combined to form a transportation planning batch (12.2.7) Delivery details are grouped by origin-destination pair into sub- batches Sub-batches are sent individually to OTM Each sub-batch corresponds to an Order Release in OTM Confidential – Oracle Internal/Restricted/Highly Restricted

Enhanced Planning for Oracle Transportation Management
Description OTM groups the delivery details into stops and shipments as a result of the planning process Upon receipt of the planned shipments transmission from OTM, Shipping Execution creates deliveries, trips, and stops. (12.2.8) .

Inventory Management Command Center
Streamline Inventory Activities and Quickly Act on Exceptions Optimize order release Prioritize late orders and backorders Coordinate releases with carrier appointments Expedite high priority orders Schedule dock doors based on availability Complete fulfillment activities on time Integrate transportation activities Calculate weight and volume for tendering Modify shipments if wrong truck arrives Pt. 1 – Pick release is the first step in the fulfillment process. Exceptions like backorders and late orders may need to be prioritized and are tracked as metrics for easy access. More generally, orders are released in a timely fashion, ensuring each shipment is completed prior to the carrier pick-up. Pt. 2 – Shipment progress is tracked graphically, making it easy to identify orders that need to be expedited. A more detailed explanation - The order (shipment) life cycle is broken down into 4 major statuses and shown on a graph (top slide on the right). An order moves thought the life cycle from right to left. All order lines start as ‘Ready to Release’, then progress to ‘Released for Picking’, ‘Staged’, and finally ‘Completed’. Depending on the refinements, the graph can show the detailed status for any order, delivery, trip, or carrier – very handy. It can also be used to show overall progress for the warehouse, when no other refinements are applied. We also show staged material by staging loc / door in order to provide an overview of dock status. A lesser priority for any presentation. Pt Shipments are tendered to carriers. The tender includes destination as well as shipment weight and volume. Shipping Dashboard provide easy access to weight and volume by carrier, as well as ship method, trip, delivery and delivery detail. Wt and Vol at Trip and Delivery are important if carrier sends the wrong size truck or sends a truck with insufficient capacity. With Shipping Dashboard users can see Wt and Vol of each trip and delivery to help decide what fits best in the limited capacity. 72

Yard Management Overview
Yard Movements Dock Scheduling Audit Trail Trailer Visibility Manage & Track CHECK IN MOVE UNSEAL UNLOAD CHECK OUT SEAL LOAD MOVE Transportation Management Warehouse Management Inventory Management

Technical Innovations
Mobile Supply Chain Applications Support on Android and iOS Personalization Enhancements - MSCA – R12.2 Contingent Worker Support - WMS – R12.2 Warehouse Management on Oracle Compute Cloud- WMS – R12.2.7 Yard Management on Oracle Compute Cloud- YMS – R12.2.7 New Public APIs for ABC Assignment and Unit of Measure Zone Based Label Printing- WMS – R12.2.6 Confidential – Oracle Internal/Restricted/Highly Restricted

MSCA is available on Android and iOS
MSCA APPs All Mobile pages across Supply Chain Personalization support Support for https port Hot Keys Numeric keyboard Single Sign On support (12.2.6) Default org at sign on (12.2.7) MOS:

Mobile Personalization
Rename prompts for fields and buttons Hide fields and buttons Default values or copy value from another field Configure Optional fields as mandatory Editable fields as read-only Add LPN descriptive flex field Custom validation of fields 50+ MSCA UI pages are enabled for Personalization Oracle WMS Personalization (Doc ID ) Standard Personalized

Support for Contingent Workers
About 12% of work force is temporary, according to Bureau of labor statistics Temporary workers can use WMS to fulfill tasks Hugely beneficial in cyclical industries Confidential – Oracle Internal/Restricted/Highly Restricted

WMS and YMS on Oracle Compute Cloud
Images for quick provisioning of D-WMS Pre-configured Standalone option Development Tools Customizations Oracle Enterprise Manager Manage on-premise and cloud instances Yard Management System Oracle Cloud Confidential – Oracle Internal/Restricted/Highly Restricted

Public APIs APIs for ABC Assignment APIs for UOM
To import the ABC assignment data from legacy or other non oracle systems Insert or update the ABC assignment data The data will be validated before it is inserted. APIs for UOM Create/update UOM Class Create/update Unit of Measure Create/update UOM conversion such as Inter Class, Intra Class, Lot Specific Conversions These new public APIs will allow to import the ABC assignment data from a third party legacy or non oracle systems. To insert/update the abc assignments data via public API, the raw data needs to be processed and validated in the Public API. For this two API’s have been created – a Public API to validate the raw data and a private API to actually process i.e. to insert/update the data into ABC assignments. 79

WMS Zone Support for Label Printing
New variables for Zone Label Types / Variable Names Zone From Zone To Zone Material Yes No LPN LPN Content LPN Summary Shipping Contents Serial Supported label types Material LPN LPN Content LPN Summary Shipping Contents Serial The next change is that we have added three new variables to print the value of Zone in labels; Zone, From Zone and To Zone. As shown in the table here, these variable are added to the following 6 label types. Material LPN LPN Content LPN Summary Shipping Contents Serial Variable “Zone” is added to all 6 label types. Where as “From Zone” and “To Zone” are only added to Shipping Contents label. Oracle Confidential – Internal

Where to Find More Information
EBS 12.2 Information Center MOS: EBS Documentation and Training EBS 12.2 Information Center on MOS EBS Release Content Documents EBS Transfer of Info (TOI) Online Training EBS Documentation Web Library Enterprise Command Center EBS Learning Subscription via OU education.oracle.com/subscriptions/ebs EBS Learning Subscription via OU

Customer Voting in My Oracle Support Community
Participate in Social Enhancement Process Create, comment, and vote on ideas Available in 30 EBS Communities Across EBS: ERP, SCM, HCM, Appstech High participation 5K+ ideas for EBS created since 2014 inception 14K+ users and 75K+ comments EBS Development uses customer voting as input to product planning Customers can vote an idea up or down Many 12.2.x features are customer voted ideas Ideas in a Support Community 9/2018 Updated with latest screenshots and data My Oracle Support Community is branded name. Community is not plural in this, so the slide is updated accordingly. This is based on feedback from Brandy Robert 9/2018 Create an idea Engage in an idea Vote up or down Add a comment Bookmark

Oracle E-Business Suite: Oracle Warehouse Management

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