oracle r12 - mobile warehouse management system (mwa) personalization

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    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 anyproblems in the documentation, please report them by e-mailing

     [email protected].

    Special Thanks to Harry Herman (Support), Bhanu (Development), Bunnei Cheng (ProgramManagement) , Support team & Development team.

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    mailto:[email protected]:[email protected]

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    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 makingcode changes. You can hide fields and provide default field values to reduce the amount of information auser must enter on a page. These changes reduce the number of scans and improve overall efficiencyand 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 transactionexecution at various levels that should include Function, Organization, Responsibility and User. Thecustomizations done at a Function level will be reflected across the instance and will be experienced byall the users of the system. All the users in a particular organization will experience the customizationsdone at an Organization level. The customizations done at a Responsibility level will be experienced byall the users of that responsibility. The customizations done at a User level will be experienced only bythat 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 page2. Mobile PO Receipt Information Page3. Putaway Drop Page4. Item Load Page5. Move Any LPN page6. Manual Load Page7. Update LPN Page8. Pick Load Page

    9. Pick Drop Page10. LPN Ship Page11. Mobile Ship Confirm Page

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    Mobile Personalization:

    Step Mobile Personalization SetupPreReqs Prerequisites Required  WMS should be

    setup up.

    PPER Mobile Personalization Profile SetupsPPER 1 Personalization For Mobile PO Receipt page

    PPER 2 Personalization For Mobile PO Information

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

    PPER 4 Personalization for Move Any LPN page usingDescriptive Flexfield.

    PPER 5 Personalization for Move Any LPN – Select Itemspage

    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 WMSManual Picking

    PPER 9 Personalization for Pick Load – Mobile WMS DropLoaded LPNs

    PPER 10 Personalization for Mobile LPN Ship

    PPER 11 Personalization for Mobile LPN Ship – ShipConfirm

    PPER 12 Personalization for Mobile WMS Update LPNDebugging 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 themobile server for personalization to take effect. Caching is recommended in a production environment toenhance performance.

    Profile Value Descripti on

    No You do not need to bounce the MWA serverYes 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 Descripti onNo Personalization is not enabledYes Personalization is enabled

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    We have set the following for user CJOHNPMWA: Cache Personalized Metadata NoMWA: 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 changethe LPN prompt to ‘Pallet No.’ and make it a required field. We will default subinventory name ‘RCV ‘ inTo 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 follow ing:•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 withoutpersonalization 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 noteditable. 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 Informationpage. 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 thebutton 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 wasactivated. 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 POReceipt 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 deactivatePO 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 yousee all the standard field prompt names. Also you can see that To Sub filed is now enterable andsubinventory 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 POReceipt 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 usingDescriptive Flexfield

    Responsibility: Warehouse Manager

    Business Approach:In this example we will show how to personalize Mobile WMS Move Any LPN page and also activatingLPN DFF. 

    Responsibility: Warehouse Manager  

    Navigation: Setup Material Setup Flexfields Descriptive Segment

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

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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 themobile page. How the field appears, depends on the choices you select in the Personalization FieldProperties page. To personalize descriptive flexfields on mobile pages, follow the procedure forpersonalizing mobile pages. The personalization options for descriptiveflexfields are:•Display Inline: If you set the field to yes, then the descriptive flexfields are displayed on the same page. Ifyou 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 descriptiveflexfield. 

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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 Itemspage

    Responsibility: Warehouse Manager

    Business Approach:We modify Drop Page (Move Any LPN – Select Items page). We try to copy the quantity from Qty fieldinto 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 LPNthen 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=YESDROP_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 toComplete Putaway. 

    Responsibility: Warehouse Manager  

    Navigation: Setup MWA Personalization Framework

    Changing Prompt on Load/drop button to Complete PutawayMake sure you add to function WMS_IN_MANLD_MOB (Mobile WMS Inbound Manual Load) formparameter (LOAD_DROP=YES DROP_FULL_LPN=YES)It will look like this.

     ATTACHMENT_DISPLAY_MODE=NEVER PAGE_TYPE= MANUAL_LOAD LOAD_INTO_LPN=YESLOAD_FULL_LPN=YES LOAD_CONTENTS=YES LOAD_TRANSFER_CONTENTS=YESSERIALLY_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’ nowshows prompt ‘Complete Putaway’.

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    Personalization for Pick Load – Mobile WMS Manual Picking:

    PPER 8  Personalization for Pick Load – Mobile WMS ManualPicking

    Responsibility: Warehouse Manager

    Business Approach:We modify Mobile Pick Load – Mobile WMS Manual Picking and make transfer lpn (Xfer LPN) fieldrequired. 

    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 DropLoaded 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 reducingkeystrokes. For confirm subinventory we copy the value from To Sub field. For confirm locator we copythe 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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    Responsibility: Manufacturing And Distribution Manager  

    Navigation: Order Management Shipping Release Sales Orders Release Sales Orders 

    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 beingdefaulted.

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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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    Responsibility: Manufacturing And Distribution Manager  

    Navigation: Order Management Orders, Returns Order Organizer

    We create sales order 65261 for item ‘testitem’ and 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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     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 Confi rm:

    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 notdisplayed.

    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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    Responsibility: Manufacturing And Distribution Manager  

    Navigation: Order Management Orders, Returns Order Organizer  

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

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    Responsibility: Manufacturing And Distribution Manager  

    Navigation: Order Management Shipping Release Sales Orders Release Sales Orders

    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 attributesbutton.

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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 optionsselect value from v$parameter where name = 'utl_file_dir';>INV: Debug Trace = YESINV: Debug File = [directory value from above query]/logfilename.log (make sure that you havewrite 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, andmodify log level to trace

    2. restart the mobile server and hit ctrl-X, see what directory is for the logging3. perform the transaction again and get the following log files from that log directory

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

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

    Reference :

    Note 469339 1

    Oracle WMS Personalization Framework