Oracle Apps Order Management - Defining Release Sequence Rules

You can define release sequence rules to specify the order in which eligible picking lines are allocated to Inventory during pick release. You can release the picking lines by:

• Order number
• Outstanding Invoice Value
• Scheduled Date
• Departure Date
• Shipment Priority

You can assign a priority level to one or more attributes with 1 being the highest priority and 5 being the lowest. You can also define whether you want the picking lines released in ascending or descending order.

For example, if you select the Ascending button for Order, picking lines are released by ascending order number--Order 1 is released first, then Order 2, Order 3, and so on. If the Descending button is selected, the picking lines are released by descending Order number from highest to lowest--Order 4 is released first, then Order 3, Order 2, and Order 1.

Note: You can define either the Outstanding Invoice Value attribute or the Order attribute for the Release Sequence Rule, but you cannot select both for the same rule. No two attributes can be given the same priority.

You can edit existing release sequence rules, but you cannot change the name of an existing release sequence rule.

   To define release sequence rules:

1. Navigate to the Release Sequence Rules window.

2. Enter a name for the rule you want to create.

3. Enter the effective dates for the rule.

4. Specify a Priority (1, 2, 3, 4, or 5 where 1 is the highest priority and 5 is the lowest) for one or all of the following attributes:

Order Number: Releases picking lines based on order number. If you define a priority for the Order Number attribute, you cannot define a priority for the Outstanding Invoice Value attribute.

Outstanding Invoice Value: Releases picking lines based on the outstanding invoice value. If you define a priority for the Outstanding Invoice Value attribute, you cannot define a priority for the Order Number attribute.

Scheduled Date: Releases picking lines based on scheduled date.

Departure Date: Releases picking lines based on departure date.

Shipment Priority: Releases picking lines based on shipment priority.

5. Select the Ascending or Descending toggle next to each attribute.

6. If you select the Ascending toggle next to the Scheduled Date attribute, for example, the picking lines with the earliest Scheduled Date are released first. If you select the Descending toggle, the picking lines with the most recent Scheduled Date are released last.

7. Save your work.

Defining Pick Slip Grouping Rules

You can create grouping rules to organize how picking lines for released sales orders are grouped on to pick slips. For example, if you select Delivery as a grouping criteria, all picking lines for the same delivery are grouped together on a pick slip. If there are multiple deliveries, multiple pick slips are created.

You can also define your grouping criteria further by selecting additional grouping attributes. For example, if you select Delivery and Carrier as grouping criteria, picking lines for the same delivery and carrier are grouped together on a pick slip.

   To define pick slip grouping rules:

1. Navigate to the Pick Slip Grouping Rules window.

2. Select a pick methodology:
• User Defined: You can modify the Group By clause with this value. Grouping is done according to the parameters set by the user. A unique pick slip number is generated for each group. All tasks corresponding to a pick slip number is dispatched to a single user.

You can only use the following Pick Methodologies when the Oracle Warehouse Management System (WMS) is installed:

• Order Picking: Grouping is done by order and a unique pick slip number is generated for each order. The entire order will subsequently be dispatched to a single user.
• Zone Picking: Grouping is done by order and zone. A unique pick slip number is generated for each group and dispatched.
• Cluster: No grouping of pick tasks is done. The tasks are ordered by locator and dispatched to the appropriate users.
• Bulk: Grouping by item and locator is done. Tasks are consolidated based on this grouping and dispatched to the appropriate users.

3. Enter a name for the grouping rule.

4. Enter a description for the rule.

5. Enter an effective date range for the rule.

6. In the Group By region, select one or more grouping criteria for the pick slips.

Note: You can use the following grouping criteria--Item, Locator, Lot, and Revision--when the Oracle Warehouse Management System (WMS) is installed.

7. Save your work.