Move Order Workflow in Oracle Inventory by rws61529

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									             Oracle Order Management 11i
                    Three Real Life
              Implementation Case Studies

                        Joseph Lenard
                        Laurel Glowacki
                         Garry Pearson
                 Technology Solutions Company

OAUG Fall 2001
                          Overview

     Overview

     Case 1 - Releases 11.5.1 and 11.5.2

     Case 2 - Release 11.5.3

     Case 3 - Release 11.5.4

     Questions




OAUG Fall 2001 - Page 2
                          Case Study 1 - Overview

     Major computer parts company
     Implementing releases 11.5.1 and 11.5.2
     Modules included
        – Financials
        – Order Management, Pricing, Shipping, Inventory,
          Costing, Quality, Planning and Purchasing
     Financials go live August 2000 (11.5.1)
     Split go live
        – Sales and Distribution now
        – Repair and Service later
OAUG Fall 2001 - Page 3
                          Case Study 1

     Requirements
        – Improve reporting on inventory costs
        – Improve inventory management
        – Reduce order fulfillment cycle
     Statistics
        – 2000 sales orders received daily
        – 85% of sales orders obtained electronically
        – 96%+ 24 hour fill rate
        – 90% of items under serial control
OAUG Fall 2001 - Page 4
                            Case Study 1

     Financials on 11.5.1; Distribution of 11.5.2
        – Upgrade and more patches
     Where’s the Documentation
        – TRMs now on CD
        – Incomplete OM, Shipping and Pricing documentation
               OE Super Users vs. OM Super User
               Auto detail vs Auto Allocate
               RMA Interface, Invoice Interface


OAUG Fall 2001 - Page 5
                           Case Study 1

     Imbedded Workflow
     Configuration of Workflow
        – 11i Workflow training
        – Three Workflow background processes
     Monitoring of Workflow
        – Administrator?
     Workflow misfires




OAUG Fall 2001 - Page 6
                          Case Study 1

     Customized Workflow
        – Created QUOTE_ONLY Workflow
        – Modified CLOSE_HEADER_PROCESS
        – Modified HEADER_LEVEL_INVOICE_FLOW and
          STANDARD_HEADER
        – Modified RMA_FOR_CREDIT_WH_SHIPMENT




OAUG Fall 2001 - Page 7
                           Case Study 1

     Pick Release and Pick Wave Move Orders
        – Auto Pick Confirm
        – Ship confirm the old way
        – Need for “move stations”
        – Pick slip number visible
        – Excessive data being created
               Auto create delivery
               Move order lines
               Purge routines
OAUG Fall 2001 - Page 8
                          Case Study 1

     Shipping Execution
        – Ship sets (Ship/Arrival)
        – Ship Partial
     “Release in full” and “move in full”
     Freight cost calculation and label generation




OAUG Fall 2001 - Page 9
                           Case Study 1

     Reports
        – “Pick, Move, Pack and Ship” Slip
        – Custom reports
               Number of orders received
               Received but not booked
               Booked but not released
               Released but not picked/moved
               Picked/moved but not shipped
               Shipped but not invoiced
OAUG Fall 2001 - Page 10
                           Case Study 1

     Interfaces and Conversion
        – Order Import running every 30 minutes
               OE_ACTIONS_IFACE_ALL - “Booked Flag”
        – New Customer import process due to volume of new
          customers
        – Conversion of items, price lists, stock locators,
          on-hand balances, etc.




OAUG Fall 2001 - Page 11
                           Case Study 1

     Go Live! - 31-MAR-2001
     Staging sub-inventory set as locator controlled
     INV: Debug “YES”
     Length of serial numbers
     Pick release of back orders
     “Release in full/move in full”
     Reservations
        – Skewed ATP
        – Item reservations not changing but increasing
OAUG Fall 2001 - Page 12
                           Case Study 1

     Trip Stop Interfaces
        – Inventory Interface
        – Order Management Interface
     Shipped but “awaiting shipping”
        – Cursor already open
        – Ship set breakage failures
        – Delivery detail failure to import
        – Inventory not found
        – Negative balances not allowed
OAUG Fall 2001 - Page 13
                           Case Study 1

     Next Steps
        – Repair and returns processing with WIP, BOM,
          Service and iSupport
        – iStore and iPayment
        – GAPS no longer
               Combined order/return sales order types
               Importing returns
               Integration of the iPayment server with OM



OAUG Fall 2001 - Page 14
                           Case Study 2 - Overview

     High tech startup company
     Implementing releases 11.5.3
     Modules included
        – Financials
        – Order Management, Pricing, Shipping, Inventory,
          Costing, Quality, Planning and Purchasing
        – Configurator
        – Projects
     Big Bang!

OAUG Fall 2001 - Page 15
                           Case Study 2

     Benefits of Case Study 1 Team
        – Shared experience: TARS and Patches
        – Past issues
        – Documentation




OAUG Fall 2001 - Page 16
                           Case Study 2

     BOL (Business on Online)
     No SQL*Plus access to production
     No system administration functions allowed
     Patch application redtape




OAUG Fall 2001 - Page 17
                           Case Study 2

     Configurator
     Lack of documentation
     Excessive TARS
     Java and Apache listener issues




OAUG Fall 2001 - Page 18
                           Case Study 2

     Next Steps
        – Completed basic functionality of OM, Shipping and
          Pricing
        – Configurator still an issue




OAUG Fall 2001 - Page 19
                           Case Study 3 - Overview

     Manufacturing company specializing in engineer-to-
      order
     Implementing releases 11.5.4
     Modules included
        – Financials
        – Order Management, Pricing, Shipping, Inventory,
          Costing, Quality, Planning and Purchasing
        – Projects, Human Resources
        – Flow Manufacturing
        – CRM
OAUG Fall 2001 - Page 20
                           Case Study 3

     Benefit of experience again
        – Team comprised of many of the team members in
          case study 1 and 2
     Hey that’s my patch!
        – Many post 11.5.4 consolidation pack patches were
          created by the teams in case study 1 and 2
        – Includes OM, Shipping and Inventory patches




OAUG Fall 2001 - Page 21
                           Case Study 3

     Post bleeding edge
        – No more documentation concerns
        – Imbedded workflow understood
        – Integration points between OM-INV-WSH understood
        – Configurator
     Back to the basics
        – How do we enable this high tech manufacturing
          company best take advantage of this integrated
          solution?


OAUG Fall 2001 - Page 22
                             Summary

     Lessons Learned
        – Team members had both technical and functional
          experience
        – Oracle Support analysts were very green to 11i
               Spreadsheet patch logs containing 1000+
                patches
        – Project management conventions were thrown away
               Bleeding edge impact
               Plan and budget for “TAR Management”


OAUG Fall 2001 - Page 23
                           Conclusion

     Expect some bumps
     Expect frustration
     Expect more patches
     Make friends with Support Analysts (and Development)
     Read the documentation (and ask for the latest stuff)




OAUG Fall 2001 - Page 24
                           Q&A

     Questions?


     Joseph_Lenard@techsol.com
     Laurel_Glowacki@techsol.com
     Garry_Pearson@techsol.com




OAUG Fall 2001 - Page 25
OAUG Fall 2001 - Page 26

								
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