Monday 28 May 2012

Delivery in Oracle Applications Shipping Execution

The concept of delivery is of importance to any person understanding the concept of shipping in Oracle Order Management. Once the Order lines are pick released, next step is shipping of the order lines. In oracle shipping is handled by the concept of delivery. When a order line(s) is shipped basically shipping of a delivery is done.

Delivery Overview
A Delivery consists of a set of lines that are scheduled to be shipped to a customers ship to location on a specific date and time. A delivery can include lines from different sales orders as well as back orders.
Deliveries can either be created manually and then lines are assigned to the delivery or users can auto-create deliveries when pick releasing a sales order lines.
If deliveries are auto-created they will be by grouped by oracles mandatory grouping criteria ship from location and ship to location,Location. However, additional grouping criteria can be included such as:
■ Customer
■ Freight Terms
■ FOB Code
■ Intermediate Ship To Location
■ Ship Method

Deliveries are the entities which are regarded as the shipment number of an order line and to the deliveries users will assign the tracking numbers,bill of lading and container information.

Delivery Creation

Manual Delivery Creation:
Deliveries can be manually created by users by navigating to the deliveries window, here the user will key in all the delivery details, once the delivery is created the user needs to assign order lines to the deliveries, in case any of the oracle grouping rules are violated the user will be intimated.


To create a delivery:
1. Navigate to the Delivery window.
2. Enter a Name and Org Code for the delivery.

3. Select the Initial Ship from location and the Ultimate Ship to.
At this point, you can save the delivery.If the user wishes he can enter the additional details
4. Save the Work


Auto- Create Deliveries:
When the Order is pick released the user can auto create the deliveries at that time and by selecting the Auto Create Delivery : Yes ,  Oracle will create the delivery and assign the eligible order lines to the delivery.

Additionally the user can pick release the orders without creating deliveries but then navigate to the shipping Transactions Screen where he can auto-create delivery and assign it to order lines. When auto-creating deliveries in case the order has multiple linesOne or more deliveries can be created depending on the default delivery grouping criteria set up in the Shipping Parameters. For example, if two groups of delivery
lines have different Ship To addresses, a different delivery number is assigned to each group.


To auto-create deliveries:
1. Navigate to the Query Manager window, and find the delivery lines.
The delivery lines are displayed in the Shipping Transactions form.
2. Select the delivery lines for which you want to create a delivery.
3. From the Actions menu, select Auto-create Deliveries.
4. Click Go to create a delivery or deliveries for the selected lines.
You can view the delivery name created for the delivery lines in the Delivery
column in the Lines/LPNs tab.
5. Choose the Delivery tab to view or add additional delivery details.
6. Save your work.


Whenever a delivery is created in the system the status of the delivery is OPEN ,  till the delivery is open user can manipulate the delivery by assigning or un-assigning lines to it.

When the user performs shipping of an Order line by selecting the Option : Ship Confirm from shipping transactions Window , he is basically Ship confirming the Delivery.
When the user ship Confirms a Delivery Line he can perform the following operations

  1. Ship all the Quantities to the Order Lines
  2. Partially ship some of the quantities of the order lines by updating the same in the shipping transactions window,in case of partial shipment of the delivery line the order line will be split up by the system
  3. Backorder the quantities of the order line, In such a case the order line is backordered, the inventory is moved back from Stage to source sub-inventory, the released_status of the line is updated to 'B' and the user is required to pick release the line again
  4. The user can specify the Tracking number,bill of lading number, carton details and the serial numbers of the parts in case of serial controlled items.
  5. Specify the Shipping documents to be printed e.g : Bill of Lading
Once the user performs Ship Confirm operation on the delivery the delivery status is changed to 'CLOSED', no further changes can be performed on the delivery.

System Changes :
  1. When a delivery is created a new row is inserted into the table : wsh_new_deliveries
  2. When the user assigns a delivery line to the order line the table wsh_delivery_assignements is updated with the delivery id , this table keeps a track of the delivery assigned to order line as it also tracks the delivery detail id of the order line
  3. The delivery id is the shipment number of the order line
  4. All the changes can be seen by the user on the front end by navigating to  : Order Line --> Actions Button --> Additional Line Information --> Delivery Tab --> View Delivery Details , this screen will show the user all the delivery and pick release information of the sales order



3 comments:

  1. During ship confirmation when backorder is performed, of which table release_status is set to 'B'? And what actually happens in this case, where the item is moved from staging area? Does inventory onhand quantity increase again for this item?

    Please make these clarification...
    Thanks,
    Tanoy.

    ReplyDelete
    Replies
    1. Hi Tanoy
      In case backorder is done the released_status in table wsh_delivery_details is updated to B, the items still remain in the staging area we need to do a subincentory transfer to meove back the goods to the source sub inventory

      Hope this clarifies
      Thanks
      Ashwini

      Delete
  2. Hi Ashwini,

    Can we have different deliveries created for different lines within the same order at the time of pick release itself so that in the pick slip we get different dleiveries for different lines?

    Thanks
    Shyam

    ReplyDelete