r12-1mobile personalization white paper new

Oracle Warehouse Management System

MWA Personalization

Release 12.1.1

White Paper Feb 25 2009

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Main Objectives: The main objective of this document is to show basic setups required for mobile personalization (Release 12.1.1) and has examples of some flows that will give any user a head start in using the functionality. Primary Author: John Changaramangalam The information contained in this document is subject to change without notice. If you find any problems in the documentation, please report them by e-mailing [email protected]. Special Thanks to Harry Herman (Support), Bhanu (Development), Bunnei Cheng (Program Management) , Support team & Development team.

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mailto:[email protected]

Table of Contents

Overview Of Mobile Personalization ....................................................................................................... 4 Mobile Personalization:......................................................................................................................... 5 Mobile Personalization Prerequisites: ..................................................................................................... 6 Personalization For Mobile PO Receipt Page:........................................................................................ 8 Personalization For Mobile PO Information Page: ................................................................................ 18 De-Activation of Personalization For Mobile PO Receipt and Information page: ................................. 22 Mobile Personalization For Move Any LPN page:................................................................................. 28 Mobile Personalization for Move Any LPN – Select Items page:.......................................................... 34 Mobile Personalization for WMS Inbound Manual Load: ...................................................................... 39 Mobile Personalization for WMS Inbound Manual Load – Select Contents: ........................................ 42 Personalization for Pick Load – Mobile WMS Manual Picking:............................................................. 46 Personalization for Pick Load – Mobile WMS Drop Loaded LPNs: ...................................................... 54 Personalization for Mobile LPN Ship:.................................................................................................... 63 Personalization for Mobile LPN Ship – Ship Confirm:........................................................................... 71 Personalization for Mobile WMS Update LPN: ..................................................................................... 78 Debugging Issues: ................................................................................................................................. 83

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Mobile Personalization Overview Of Mobile Personalization Mobile personalization enables you to customize Oracle Warehouse Management pages without making code changes. You can hide fields and provide default field values to reduce the amount of information a user must enter on a page. These changes reduce the number of scans and improve overall efficiency and execution. You can also set additional fields as required if these fields are essential to your business. With mobile personalization you can: • Hide fields and buttons • Provide default field values • Copy the value of a field to another field • Set editable fields as read only • Set non-required fields as required. Personalization can be controlled at multiple levels: Users will be allowed to customize the mobile pages and hence their experience while transaction execution at various levels that should include Function, Organization, Responsibility and User. The customizations done at a Function level will be reflected across the instance and will be experienced by all the users of the system. All the users in a particular organization will experience the customizations done at an Organization level. The customizations done at a Responsibility level will be experienced by all the users of that responsibility. The customizations done at a User level will be experienced only by that user. Available for most common Oracle Warehouse Management transactions:

• Inbound • Receipt, Putaway, Load and Drop • Outbound • Pick Load, Drop, and Ship Confirm

Personalization is supported for the following pages: 1. Mobile PO Receipt page 2. Mobile PO Receipt Information Page 3. Putaway Drop . Item Load Page 5. Move Any LPN page 6. Manual Load Page 7. Update LPN Page 8. Pick Load Page 9. Pick Drop Page 10. LPN Ship Page 11. Mobile Ship Confirm Page

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Mobile Personalization: Step Mobile Personalization Setup PreReqs Prerequisites Required WMS should be

setup up. PPER Mobile Personalization Profile Setups PPER 1 Personalization For Mobile PO Receipt page PPER 2 Personalization For Mobile PO Information PPER 3 De-Activation of Personalization For Mobile PO

Receipt and Information page

PPER 4 Personalization for Move Any LPN page using Descriptive Flexfield.

PPER 5 Personalization for Move Any LPN – Select Items page

PPER 6 Personalization for WMS Inbound Manual Load PPER 7 Personalization for WMS Inbound Manual Load –

Select Contents

PPER 8 Personalization for Pick Load – Mobile WMS Manual Picking

PPER 9 Personalization for Pick Load – Mobile WMS Drop Loaded LPNs

PPER 10 Personalization for Mobile LPN Ship PPER 11 Personalization for Mobile LPN Ship – Ship

Confirm

PPER 12 Personalization for Mobile WMS Update LPN Debugging Issues

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Mobile Personalization Prerequisites:

PREREQS Prerequisites Required Complete all WMS setups.

PPER Mobile Personalization Profile Setups Responsibility: System Administration Navigation: → Profile → System

MWA: Cache Personalized Metadata (Controls whether or not you need to bounce the MWA server) If you set the profile option MWA: Cache Personalized Metadata to Yes, then you must bounce the mobile server for personalization to take effect. Caching is recommended in a production environment to enhance performance. Profile Value Description No You do not need to bounce the MWA server Yes You need to bounce the MWA server for personalization MWA: Enable Personalization (Controls whether personalization is enabled) MWA Enable Personalization controls whether or not personalization is enabled for the user. Profile Value Description No Personalization is not enabled Yes Personalization is enabled

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We have set the following for user CJOHNP MWA: Cache Personalized Metadata No MWA: Enable Personalization Yes

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Personalization For Mobile PO Receipt Page:

PPER 1 Personalization For Mobile PO Receipt page Responsibility: Warehouse Manager Business Approach: In this example we will show how MWA personalization can be done for PO receipt page. We will change the LPN prompt to ‘Pallet No.’ and make it a required field. We will default subinventory name ‘RCV ‘ in To Sub field. We will also change the name of prompt on button Next Item to ‘More Items’. Navigation: → Setup MWA Personalization Framework

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We search by ‘Mobile%’. We see all the pages listed. We select ‘Mobile PO Receipt’ page. Then we select the Personalize button.

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We select Edit for LPN field.

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You can modify the following: •Prompt: Changes the field or button prompt •Copy From: Adds the value of a field by copying the value on the same page. •Default Value: Adds a fixed value to a mobile page. You can set an editable field as read only if: •The field is not required. •The field is required, but you provide a default value. You can hide any field on a page if: •The field is not required. •The field is required, but you provide a default value. •The field is a display only field In the above screen we change the prompt from LPN to Pallet No. We also set required from No to Yes. Once done we select Apply button to finish.

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Now we see that personalized Level Function is checked for LPN field.

We default the subinventory name ‘RCV’ for To Sub field in Default Value function. We also make the field read-only by setting the read-only function to True.

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Now we see that Personalized level Function for To Sub is checked.

Now we change the Next Item button prompt to More Items.

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Prompt for Next Item changed to More Items.

You will see that the Personalized Level Function for button Next Item is checked.

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Now we see that the personalization for Mobile PO Receipt is checked i.e. made Active. Responsibility: Warehouse Manager Navigation: → Setup → Material Setup → Items → Master Items

We create item ‘testitem’ and assign it to W1 organization.

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Responsibility: Purchasing Super User Navigation: → Purchase Orders → Purchase Orders

We create Purchase Order # 5900 for item ‘testitem’ and quantity 10.

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Responsibility:Whse Mgmt Navigation: → Inbound → Receipt →PO

Now we log into mobile. We do a PO receipt. (Above is the screen that shows fields without personalization activated. Below is the screen that shows with personalization activated.)

You will see the LPN prompt is changed to Pallet No. In To Sub filed RCV gets defaulted and it is not editable. The Next Item button prompt shows More Items.

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Personalization For Mobile PO Information Page:

PPER 2 Personalization For Mobile PO Information Responsibility: Warehouse Manager Business Approach: In this example we will show how MWA personalization can be done for Mobile PO Receipt Information page. We will hide Cancel button on the Mobile PO Receipt Information page. Navigation: → Setup MWA Personalization Framework

We select Mobile PO Receipt Information.

We select the Cancel button personalization field properties. We change the rendered to False so that the button is not displayed.

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Now we see that Personalized Level Function for button Cancel is checked.

Now Mobile PO Receipt Information page for personalization is made active.

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Responsibility: Purchasing Super User Navigation: → Purchase Orders → Purchase Orders

Created Purchase Order # 5908 for item ‘testitem’ quantity 10. Below is the screen shot of PO Receipt information page before MWA personalization for the page was activated. You can see the Cancel button.

Responsibility:Whse Mgmt

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Navigation: → Inbound → Receipt →PO

User can navigate to PO Receipt Information page if Done button is clicked on PO Receipt page. Now you see the Cancel button is hidden when the personalization was activated.

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De-Activation of Personalization For Mobile PO Receipt and Information page:

PPER 3 De-Activation of Personalization For Mobile PO Receipt and Information page

Responsibility: Warehouse Manager Business Approach: In this example we will show how to de-active specific Mobile pages. In our example we will deactivate PO Receipt page and Information page. Navigation: → Setup MWA Personalization Framework

We select Mobile PO Receipt page.

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Now we select function and then select the Deactivate button.

You will see the message ‘Function level personalization to Mobile PO Receipt deactivated successfully.’

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Responsibility:Whse Mgmt Navigation: → Inbound → Receipt →PO Below is the screen shot of the how the page looked when personalization was active.

Below is the screen shot of the Mobile PO Receipt page after personalization was deactivated. Now you see all the standard field prompt names. Also you can see that To Sub filed is now enterable and subinventory name ‘RCV’ is not defaulted.

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Now we deactivate personalization for Mobile PO Receipt Information page.

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Note: That the function name for Mobile PO Receipt Information page shows name Mobile PO receipt. We deactivate the function. You will see the message ‘Function level personalization for Mobile PO Receipt deactivated successfully.

Below is how the screen looks before deactivation. The Cancel button is hidden.

Now after deactivation you see the Cancel Button.

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Mobile Personalization For Move Any LPN page: PPER 4 Personalization for Move Any LPN page using

Descriptive Flexfield

Responsibility: Warehouse Manager Business Approach: In this example we will show how to personalize Mobile WMS Move Any LPN page and also activating LPN DFF. Responsibility: Warehouse Manager Navigation: → Setup Material Setup Flexfields Descriptive Segment

We query the descriptive flexfield WMS License Plate Numbers. We define new context LPN Dimensions.

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Defined 3 attributes Length, Width and Height. Navigation: → Setup MWA Personalization Framework

We select Mobile WMS Move Any LPN page.

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We select Personalize.

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We select DFF for Into LPN.

We rename the prompt ‘Into LPN DFF’ to ‘Dimensions’. We make rendered True and Display Inline True. You can choose to enable users to update the descriptive flexfield, or display it as a read-only field on the mobile page. How the field appears, depends on the choices you select in the Personalization Field Properties page. To personalize descriptive flexfields on mobile pages, follow the procedure for personalizing mobile pages. The personalization options for descriptive flexfields are: •Display Inline: If you set the field to yes, then the descriptive flexfields are displayed on the same page. If you set the field to no, then the user enters the descriptive flexfield values on a separate page. •Default Context: If you set the field to yes, then the user can enter a default context for the descriptive flexfield.

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We activate personalization for the mobile page.

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Responsibility:Whse Mgmt Navigation: → Tasks → Directed Tasks → Directed Move → Move Any LPN

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Mobile Personalization for Move Any LPN – Select Items page: PPER 5 Personalization for Move Any LPN – Select Items

page

Responsibility: Warehouse Manager Business Approach: We modify Drop Page (Move Any LPN – Select Items page). We try to copy the quantity from Qty field into Confirm field. Responsibility: Warehouse Manager Navigation: → System Administrator Application Function If the form function parameter SUGGESTION is set to LINES for the function Mobile WMS Move Any LPN then user will be able to navigate to Putaway Drop Page. ATTACHMENT_DISPLAY_MODE=NEVER PAGE_TYPE= SYSTEM_DROP DROP_INTO_LPN=YES DROP_FULL_LPN=YES DROP_TRANSFER_CONTENTS=YES We change the above to the following: ATTACHMENT_DISPLAY_MODE=NEVER PAGE_TYPE= SYSTEM_DROP DROP_INTO_LPN=YES DROP_FULL_LPN=YES DROP_TRANSFER_CONTENTS=YES SUGGESTION= LINES

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Responsibility: Warehouse Manager Navigation: → Setup MWA Personalization Framework

Now we select page Mobile WMS Move Any LPN (Select Item)

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We select prompt Copy From and in the list of values we select Qty.

We select Qty from the list of values from copy from.

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Now we activate the personalization.

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Responsibility:Whse Mgmt Navigation: → Tasks → Directed Tasks → Directed Move → Move Any LPN

You will see that quantity 10 in Confirm field getting inherited from Qty field.

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Mobile Personalization for WMS Inbound Manual Load: PPER 6 Personalization for WMS Inbound Manual Load

Responsibility: Warehouse Manager Business Approach: We modify WMS Inbound Manual Load and make the Into LPN field required. Responsibility: Warehouse Manager Navigation: → Setup MWA Personalization Framework

We select Mobile WMS Inbound Manual Load.

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We select field ‘Into LPN’ and select required.

Now we activate the function.

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Responsibility:Whse Mgmt Navigation: → Tasks → Manual Tasks → Manual load

We now see we cannot tab from the Into LPN field unless we enter a lpn number.

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Mobile Personalization for WMS Inbound Manual Load – Select Contents: PPER 7 Personalization for WMS Inbound Manual Load –

Select Contents

Responsibility: Warehouse Manager Business Approach: We modify WMS Inbound Manual Load –Select Contents and change the load/drop button prompt to Complete Putaway. Responsibility: Warehouse Manager Navigation: → Setup MWA Personalization Framework

Changing Prompt on Load/drop button to Complete Putaway Make sure you add to function WMS_IN_MANLD_MOB (Mobile WMS Inbound Manual Load) form parameter (LOAD_DROP=YES DROP_FULL_LPN=YES) It will look like this. ATTACHMENT_DISPLAY_MODE=NEVER PAGE_TYPE= MANUAL_LOAD LOAD_INTO_LPN=YES LOAD_FULL_LPN=YES LOAD_CONTENTS=YES LOAD_TRANSFER_CONTENTS=YES SERIALLY_COUNTED=NO SERIAL_TYPE=RANGE LOAD_DROP=YES DROP_FULL_LPN=YES

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We change the button prompt from Load and Drop to Complete Putaway. We now activate the function.

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Responsibility:Whse Mgmt Navigation: → Tasks → Manual Tasks → Manual load

Once in Manual Load page one can select ‘Select Contents’ and then one sees the ‘Load And Drop’ now shows prompt ‘Complete Putaway’.

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Personalization for Pick Load – Mobile WMS Manual Picking: PPER 8 Personalization for Pick Load – Mobile WMS Manual

Picking

Responsibility: Warehouse Manager Business Approach: We modify Mobile Pick Load – Mobile WMS Manual Picking and make transfer lpn (Xfer LPN) field required. Responsibility: Warehouse Manager Navigation: → Setup MWA Personalization Framework

We select ‘Mobile Pick Load – Mobile WMS Manual Picking’.

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We select Xfer LPN field and change it to required ‘Yes’.

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We Activate the personalization for this page. Responsibility: Manufacturing And Distribution Manager Navigation: → Order Management Orders, Returns Order Organizer

We create sales order 65080 for testitem quantity 10.

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Responsibility: Manufacturing And Distribution Manager Navigation: → Order Management Shipping Release Sales Orders Release Sales Orders

We run pick release.

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Pick release output.

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Responsibility: Warehouse Manager Navigation: → Inquiry Warehouse Control Board

We select the transaction number, which is the pick id. Responsibility:Whse Mgmt Navigation: → Tasks → Manual Tasks → Paper Based Pick

We go to the load page. You will see that now the Xfer LPN field is required.

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Enter the transfer LPN and then load and drop the lpn.

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Personalization for Pick Load – Mobile WMS Drop Loaded LPNs: PPER 9 Personalization for Pick Load – Mobile WMS Drop

Loaded LPNs

Responsibility: Warehouse Manager Business Approach: We modify WMS Drop Loaded LPNs such that we default to subinventory to 'STA' and to locator to 'L1.1.1' . Also we make these field's read only so that user does not have to enter values thus reducing keystrokes. For confirm subinventory we copy the value from To Sub field. For confirm locator we copy the value from To Loc field. Responsibility: Warehouse Manager Navigation: → Setup MWA Personalization Framework

We select Mobile Pick Drop – Mobile WMS Drop Loaded LPNs.

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We select To Sub and default ‘STA’.

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We select To Loc and default ‘L1.1.1’.

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For confirm subinventory we copy the value from To Sub field.

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For confirm locator we copy value from To Loc.

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Responsibility: Manufacturing And Distribution Manager Navigation: → Order Management Orders, Returns Order Organizer

Create sales order 65096 for item ‘testitem’ quantity 10.

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Now we run pick release for the order 65096.

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Pick release output. Responsibility: Warehouse Manager Navigation: → Inquiry Warehouse Control Board

We now select the transaction number, which becomes the pick id.

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Responsibility:Whse Mgmt Navigation: → Tasks → Manual Tasks → Paper Based Pick

Enter pick id and then select load and drop option.

When you go to drop screen you see staging subinventory STA and staging locator L1.1.1 being defaulted.

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Personalization for Mobile LPN Ship: PPER 10 Personalization for Mobile LPN Ship Responsibility: Warehouse Manager Business Approach: We modify LPN Ship page to default dock door ‘D1.1.1’. Responsibility: Warehouse Manager Navigation: → Setup MWA Personalization Framework

We select Mobile LPN Ship.

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In the default value field for dock door we put value ‘D1.1.1’ so that user does not have to select it.

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We activate personalization for this page.

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We create sales order 65261 for item ‘testitem’ and quantity 10.

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We run pick release.

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Above is the pick release output. Responsibility:Whse Mgmt Navigation: → Tasks → Manual Tasks → Paper Based Pick

We load the LPN and then drop it to staging.

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Responsibility:Whse Mgmt Navigation: → Outbound → Shipping → LPN Ship

Now we see dock door defaulted to ‘D1.1.1’.

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We load the LPN and ship it.

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Personalization for Mobile LPN Ship – Ship Confirm: PPER 11 Personalization for Mobile LPN Ship – Ship Confirm Responsibility: Warehouse Manager Business Approach: We modify LPN Ship – Ship Confirm page to make field 'Weight' to rendered 'False' so that it is not displayed. Responsibility: Warehouse Manager Navigation: → Setup MWA Personalization Framework

We select ‘Mobile LPN Ship – Ship Confirm’.

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We make rendered False for the weight field.

Now we activate personalization.

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We create sales order 65262 for item ‘testitem’ for quantity 10.

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We now run pick release.

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Responsibility:Whse Mgmt Navigation: → Tasks → Manual Tasks → Paper Based Pick

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We load and drop the LPN in staging. Responsibility:Whse Mgmt Navigation: → Outbound → Shipping → LPN Ship

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The above screen shows the weight field before personalization was activated. The below screen shows that the weight field is hidden after personalization is activated.

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Personalization for Mobile WMS Update LPN: PPER 11 Personalization for Mobile WMS Update LPN Responsibility: Warehouse Manager Business Approach: We modify WMS Update LPN page and default ‘LB’ in Weight UOM field. Responsibility: Warehouse Manager Navigation: → Setup MWA Personalization Framework

We select ‘Mobile WMS Update LPN’.

In Wt UOM field we default ‘LB’.

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We activate the personalization for Update LPN.

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Responsibility: Warehouse Manager Navigation: → Inquiry Material Workbench

For lpn LPN194 we see no weight when we check through material work bench by selecting attributes button.

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Responsibility:Whse Mgmt Navigation: → Warehousing → LPN Transactions → LPN Update

We query lpn LPN194. We enter weight 200. Wt UOM defaults to ‘LB’.

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Now we go back to material workbench and we see weight UOM ‘LB’ and weight 200.

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Debugging Issues : The following are the requirements from support for logging a tar.

• Screen shots of the issue along with a good scenario. Set profile options

select value from v$parameter where name = 'utl_file_dir';> INV: Debug Trace = YES

INV: Debug File = [directory value from above query]/logfilename.log (make sure that you have write permission for this file and directory)]

INV: Debug Level = 9 1. set mwa.cfg to trace level. To do this go to the mwa server config file mwa.cfg, and

modify log level to trace 2. restart the mobile server and hit ctrl-X, see what directory is for the logging 3. perform the transaction again and get the following log files from that log directory

[port].INV.log [port]WMS.log

[port].system.log Inventory Debug log from the directory set in profile 'INV: Debug File’

Reference : Note 469339.1 Oracle WMS Personalization Framework

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