tutorial name: processing a sales order using pick pack ... · hello, and welcome to the tutorial...
TRANSCRIPT
Tutorial Name: Processing a Sales Order Using Pick Pack and Ship Setup
Step Action on Screen Narration
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Hello, and welcome to the tutorial on Processing a Sales Order Using Pick Pack and Ship.
In this tutorial we are using existing transaction data to illustrate the various stages of the pick pack and ship process.
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We are using a user defined process flow for our illustration.
This page is called the Distribution and Logistics page
First, let’s review the sales order.
Click on the Sales Order Entry tile to access the Sales Order
Entry program (P42101).
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On the Manage Existing Order form, we locate sales order number 15284.
Enter 15284 in the Order Number field.
Click the Find button.
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The details of this sales order show that we have four order lines for the item, root beer.
The quantity ordered for line 1 is 3 cases.
The order quantity for lines 2 and 3 are 10 cases respectively.
And the order quantity for line 4 is 2 cases.
The total quantity for the order is 25 cases.
The shipment is already approved. However we will take a look at how to approve a shipment.
Select one of the rows in the detail grid.
Click the Shipment Status button.
The system displays the Shipment Tracking form.
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On the Shipment Tracking form, note that the shipment number for this order is 17744.
Click the Close button to return to the Manage Existing Order form.
Click the Close button to return to the Distribution and Logistics page.
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Click the Shipment Approval tile to access the Work With Shipments program (P4915).
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The shipment number 17744 for our order number has already been approved. We are using shipment number 17730 to demonstrate how you approve the shipment from this form.
On the Work with Shipments form, enter 17730 in the Shipment Number field.
Click the Find button.
Select the row.
Click the Row menu.
Select Approve Shipment.
The system displays the Shipment Approval / Receipt window.
We do not want to approve the shipment at this time.
Click the Cancel button.
Remember the shipment number we are using is 17744.
The processing options for this version of the Work with Shipments program are set to create a picking request for the warehouse when you approve the shipment. Thus shipment 17744 is in the warehouse for processing.
Click the Close button to return to the Distribution and Logistics page.
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Click the Review Pick Request tile to access the Request Inquiry program (P4600).
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On the Picking Requests Inquiry form, enter 15284 in the Order Number field.
Click the Find button.
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When we approved the shipment, the system created a request for each order line and at that time the order lines were at status 200 -Request Created.
Because we have run the Location Selection Driver (R46171) report, each order line is at status 220 - Request Suggested.
Click the Close button to return to the Distribution and Logistics page.
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Click the Process Pick Request tile to submit the Location
Selection Driver report (R46171).
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You run the Location Selection Driver program (R46171) to
create pick suggestions by batch.
The Location Selection Driver report runs a version of the Task and Trip program (R46471), which runs a version of the Move Slip program (R46472), which then runs a version of the Move Tags program (R46473).
Let’s review the results.
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The Location Selection Driver report shows the suggested location from which to pick the items.
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Copyright © 2014 Oracle and/or its affiliates. All rights reserved.
Move Slips (R46472) Continued
The Move Slips report shows the movement information for the items.
We have the location to pick the items from and the location to move the items to.
Of course the report includes information such as UOM and quantity.
Also, the Move Slips report shows the recommended shipping container
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The Move Tags show the same information as the Move Slip report except there is a single move tag for each individual order line.
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Click the Close button to return to the Distribution and Logistics page.
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Now we want to take a look at the carton detail information.
Click in the Fast Path field.
Enter OTC in the Fast Path field.
Click the Fast Path button.
Click the Order to Cash menu.
From the Order to Cash menu, select Cartonization.
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On the Work with Shipment Cartons form enter 17744 in the Shipment Number field.
Click the Find button.
Select the row.
Click the Select button.
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The system displays the Carton Reorganization form.
The contents of our shipment are placed on two pallets.
The pallet IDs are 1964 and 1965.
Click the Expand node for pallet ID 1964.
Click the Expand node for pallet ID 1965.
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On pallet ID 1964 we have 3 order lines which total to 15 cases.
On pallet ID 1965 we have 1 order line with 10 cases.
From here we can reorganize the contents of the pallet. For example we might move 2 cases from pallet ID 1964 to pallet ID 1965.
Select the line with 2 cases.
Click the Cut button.
Select the line for pallet ID 1965.
Click the Paste button.
We now have 13 cases on pallet ID 1964 and 12 cases on pallet 1965.
The system also assigns the serial number and EPC number associated with pallet ID 1965 to the 2 cases that we just added to this pallet.
Click the Confirm button.
Click the Close button to return to the Distribution and Logistics page.
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Click the Pick Confirmation tile to access the Pick Confirmation program (P4617).
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On the Work with Warehouse Confirmations form, enter 15284 in the Order Number field.
Click the Find button.
Click the Select all fetched records button.
Click the Row menu.
Select Confirm.
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After you confirm the lines, the system displays a green checkmark next to each line.
Click the Process button.
Click the Cancel button to return to the Distribution and Logistics page.
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Because we printed move tags, we don’t need to print pick slips. We move forward to confirming the shipment.
Click the Confirmation of Shipment tile to access the Work with Shipment program (P4915).
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On the Work with Shipments form, enter 17744 in the shipment number field.
Click the Find button.
Select the row.
Click the Row menu.
Select Confirm, Confirm Shipment.
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On the Transportation Shipment Confirmation form, click the OK button.
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On the Shipment Confirmation form, click the OK button to confirm all of the order lines.
Click the Cancel button.
Click the Close button to return to the Distribution and Logistics page.
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After confirming the shipment, you run the Freight update program and print invoices.
And of course you tender your shipment to your transportation carrier to transport and deliver the shipment to your customer.
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END TUTORIAL This concludes the Processing a Sales Order Using Pick Pack and Ship tutorial. We used a user defined process to demonstrate how one might process a sales order using pick pack and ship.
Thank you for your time and have a wonderful day!!