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Oracle Task Management

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  • Copyright 2014, Oracle and/or its affiliates. All rights reserved. 1

  • Copyright 2014, Oracle and/or its affiliates. All rights reserved. 2

    Oracle Advisor Webcast Program

    Current schedule

    Archived recordings

    Doc ID 740966.1

  • Copyright 2014, Oracle and/or its affiliates. All rights reserved. 3

    Future Advisor Webcasts

    For Today's Webcast,

    We suggest you review and bookmark the following KM

    Document in My Oracle Support:

    Task Management with Oracle Warehouse Management

    (Doc ID 1674394.1)

    Join us for Upcoming Logistics and Master Data

    Management Community Webcasts.

    For complete details on all upcoming Oracle Advisor

    Webcast Events, please review:

    Advisor Webcasts: Current Schedule and Archived

    Recordings (Doc ID 740966.1)

    Oracle Product Hub Publication & Webservices Scheduled for May 28h 2014 Registration Details at Document ID: 1662998.1 PIM, Workflow for Item Changes Scheduled for June 4th 2014 Registration Details at Document ID: 1672354.1

    Upcoming Webcasts

  • Copyright 2014, Oracle and/or its affiliates. All rights reserved. 4

    The following is intended to outline our general product

    direction. It is intended for information purposes only, and

    may not be incorporated into any contract. It is not a

    commitment to deliver any material, code, or functionality,

    and should not be relied upon in making purchasing decision.

    The development, release, and timing of any features or

    functionality described for Oracles products remains at the

    sole discretion of Oracle.

    Safe Harbor Statement

  • Oracle Advisor Webcast

    Task Management with Oracle Warehouse

    Management

    Nitesh Arora

    Director, Product Management

  • Copyright 2014, Oracle and/or its affiliates. All rights reserved. 6

    Agenda

    Objectives

    Product Features

    Key Takeaways

  • Copyright 2014, Oracle and/or its affiliates. All rights reserved. 7

    Objectives Why Task Management?

    Business Drivers

    Labor costs are a major portion of operating expenses

    Managers need an intelligent system to automatically allocate and dispatch work

    to warehouse resources

  • Copyright 2014, Oracle and/or its affiliates. All rights reserved. 8

    Objectives Why Task Management?

    Benefits

    Automate work assignment and execution:

    Task Management (3 Ps) Permission Is the operator permitted to

    do a specific task?

    Proximity Is it efficient for the operator to do a task based on current location?

    Priority - How important is this task?

    Task Interleaving Combining tasks for operators to increase productivity and

    reduce "deadheading"

  • Copyright 2014, Oracle and/or its affiliates. All rights reserved. 9

    Agenda

    Objectives

    Product Features

    Key Takeaways

  • Copyright 2014, Oracle and/or its affiliates. All rights reserved. 10

    Product Features Terminology

    Task Work unit tied to any operation in the warehouse (outbound, inbound, moves etc.)

    System Task Type Category of tasks generated by the system (pick, putaway, MO Transfer, MO

    Issue, Replenishment, Cycle Count)

    User Task Type User defined tasks mapped to one of the system task type

    Resource People and machine assigned to a work unit

    Dispatching Execution and exception handling of tasks based on user requests

    Interleaving Combine different types of tasks for increased productivity

  • Copyright 2014, Oracle and/or its affiliates. All rights reserved. 11

    Product Features Task Management

    Capabilities

    Rules engine for task assignment

    Dispatch engine for execution & exceptions

    Dispatch tasks to qualified users

    Minimize travel distance

    Optimize task sequencing (task priority, locator pick sequence, locator x-y coordinates and

    current location)

    Minimize deadheading (empty load trips)

    Split tasks based on equipment capacity

    Merge tasks based on the pick methodology

  • Copyright 2014, Oracle and/or its affiliates. All rights reserved. 12

    Product Features Outbound Process Flow

    Match operator skills and equipment capabilities to tasks

    Dont send a pallet jack to pick from 3rd level rack position

    Automatically dispatch pick tasks To Mobile RF Devices

    Real-time task and inventory updates

    Use warehouse control board to monitor, analyze, and manually assign tasks

    Support for multiple picking methodologies

    Perform Task Sequencing and Interleaving

    Perform inventory moves, cycle counts etc. in between picking

    Split

    Containerize

    Sort

    Pick Wave(s) Task Queue

    Create & Allocate

    Tasks

    Mobile RF Pick Release

  • Copyright 2014, Oracle and/or its affiliates. All rights reserved. 13

    Setups Define Resources People

  • Copyright 2014, Oracle and/or its affiliates. All rights reserved. 14

    Setups Define Resources People

  • Copyright 2014, Oracle and/or its affiliates. All rights reserved. 15

    Setups Define Equipment Item

  • Copyright 2014, Oracle and/or its affiliates. All rights reserved. 16

    Setups Define Resources Machine/Equipment

  • Copyright 2014, Oracle and/or its affiliates. All rights reserved. 17

    Setups Define Resources Machine/Equipment

  • Copyright 2014, Oracle and/or its affiliates. All rights reserved. 18

    Setups Define Department

  • Copyright 2014, Oracle and/or its affiliates. All rights reserved. 19

    Setups Assign Resources to Department

  • Copyright 2014, Oracle and/or its affiliates. All rights reserved. 20

    Setups Assign User Task Types/Standard Operations for Department

  • Copyright 2014, Oracle and/or its affiliates. All rights reserved. 21

    Setups Assign Resources to User Task Types

    Rough Cut Labor Planning

  • Copyright 2014, Oracle and/or its affiliates. All rights reserved. 22

    Setups Generate Serial Number for Equipment Resource

  • Copyright 2014, Oracle and/or its affiliates. All rights reserved. 23

    Product Features Using Equipment & Devices

    Benefits

    Equipment serial numbers can be generated using concurrent program Serial number generation or miscellaneous receipt.

    Operator logs on to a unique serial number

    Only the tasks with user task types requiring the equipment are visible to the user

    Serial number barcodes can be used for quick sign-on and switching between task types

    Multiple MHE sign-on with task dispatching, ensuring users always have tasks from each

    device

  • Copyright 2014, Oracle and/or its affiliates. All rights reserved. 24

    WMS Control Board Using Equipment & Devices

  • Copyright 2014, Oracle and/or its affiliates. All rights reserved. 25

    Setups Define Task Type Assignment Rule

  • Copyright 2014, Oracle and/or its affiliates. All rights reserved. 26

    Product Features Exception Management

    Transaction Reasons

    Setup transaction reasons to manage exceptions while performing tasks

    Types (context) of transaction reasons: Pick partial, Pick over, Pick none,

    Curtail pick, Change source location,

    LPN exception, Change UOM, Fix

    previous LPN

    Attach seeded or custom workflows to transaction reasons for additional exception

    handling (cycle count, n-step putaway etc.)

  • Copyright 2014, Oracle and/or its affiliates. All rights reserved. 27

    Setups Define Transaction Reasons for Exceptions

  • Copyright 2014, Oracle and/or its affiliates. All rights reserved. 28

    Setups Define Transaction Reasons for Exceptions

  • Copyright 2014, Oracle and/or its affiliates. All rights reserved. 29

    Setups Available workflow options with Transaction Reasons

  • Copyright 2014, Oracle and/or its affiliates. All rights reserved. 30

    Setups Available Reason Types

  • Copyright 2014, Oracle and/or its affiliates. All rights reserved. 31

    Setups Available Reason Context

  • Copyright 2014, Oracle and/or its affiliates. All rights reserved. 32

    Product Features Warehouse Control Board

    Monitor & Manage Tasks

    The Warehouse Control Board can be used to monitor, plan, control, and execute various

    warehouse operations, including the following:

    Query tasks Plan tasks Release tasks to the warehouse Assign, reassign, and prioritize tasks Perform manual scheduling Cancel cross-dock tasks Automate task updates using saved

    actions

  • Copyright 2014, Oracle and/or its affiliates. All rights reserved. 33

    WMS Control Board Monitor & Manage Tasks

  • Copyright 2014, Oracle and/or its affiliates. All rights reserved. 34

    WMS Control Board Monitor & Manage Tasks

  • Copyright 2014, Oracle and/or its affiliates. All rights reserved. 35

    WMS Control Board Monitor & Manage Tasks

  • Copyright 2014, Oracle and/or its affiliates. All rights reserved. 36

    WMS Control Board Monitor & Manage Tasks

  • Copyright 2014, Oracle and/or its affiliates. All rights reserved. 37

    WMS Control Board Monitor & Manage Tasks

  • Copyright 2014, Oracle and/or its affiliates. All rights reserved. 38

    WMS Control Board Monitor & Manage Tasks

  • Copyright 2014, Oracle and/or its affiliates. All rights reserved. 39

    Warehouse Control Board

    Pending status means these tasks are available to any

    authorized user.

    Warehouse Control Board

    Some tasks in the EACH area have been cartonized

    Pending status means all these tasks are available to

    any authorized user

    By using the Manage feature, we can specifically

    assign work to a particular

    user

    Warehouse Control Board

    Some tasks in the EACH area have been cartonized

    Pending status means all these tasks are available to any

    authorized user

    By using the Manage feature, we can specifically assign work to a

    particular user

    WMS Control Board Monitor & Manage Tasks

  • Copyright 2014, Oracle and/or its affiliates. All rights reserved. 40

    Select the two (2) replenishment tasks to Manage

    WMS Control Board Monitor & Manage Tasks

  • Copyright 2014, Oracle and/or its affiliates. All rights reserved. 41

    Queue the two (2) replenishment tasks to Mr. Ivan Hilovsky at a

    Priority of 20 and overriding any

    Equipment restrictions.

    Save Action: Save this action for later to automate using concurrent

    program Control Board - Manage Tasks

    Execute Now: Execute the update in real-time

    WMS Control Board Monitor & Manage Tasks

  • Copyright 2014, Oracle and/or its affiliates. All rights reserved. 42

    These replenishments are now queued to Ivan Hilovsky

    WMS Control Board Monitor & Manage Tasks

  • Copyright 2014, Oracle and/or its affiliates. All rights reserved. 43

    Task Statuses include:

    Unreleased: material for task is allocated, but task is not yet available to users

    Pending: task is available for any authorized user to perform

    Queued: task has been manually assigned to a user

    Dispatched: task is part of a group of tasks but has not yet been presented to user

    Active: user is working on this task

    Loaded: material is loaded but not yet dropped

    Completed: task is done

    WMS Control Board Monitor & Manage Tasks

  • Copyright 2014, Oracle and/or its affiliates. All rights reserved. 44

    Completed tasks can also be queried to see who, when,

    what, and how long it took a

    task to be done

    WMS Control Board Monitor & Manage Tasks

  • Copyright 2014, Oracle and/or its affiliates. All rights reserved. 45

    View Additional Data/Columns

    Timestamps at multiple points are recorded

    Dispatched when the task is assigned to a user

    Loaded when a user completed the Pick Load

    Drop Off when the user completed the Pick Drop

    WMS Control Board Monitor & Manage Tasks

  • Copyright 2014, Oracle and/or its affiliates. All rights reserved. 46

    WMS Control Board Monitor Task Exceptions

  • Copyright 2014, Oracle and/or its affiliates. All rights reserved. 47

    Product Features Task Management & Endeca Extensions

    Labor Utilization & Track Fulfillment

    Endeca extensions provide you analytical visibility into resources and operations in the

    warehouse

    Track Fulfillment provides resources working on outbound operations as well as task

    exceptions

    Labor Utilization provides 3600 visibility across all task based operations and resources

  • Copyright 2014, Oracle and/or its affiliates. All rights reserved. 48

    Endeca Extensions Resource Utilization KPIs and Tag-Clouds

  • Copyright 2014, Oracle and/or its affiliates. All rights reserved. 49

    Endeca Extensions View Resource Utilization and Exceptions

  • Copyright 2014, Oracle and/or its affiliates. All rights reserved. 50

    Endeca Extensions Seamless Navigation with Warehouse Control Board

  • Copyright 2014, Oracle and/or its affiliates. All rights reserved. 51

    Product Features Labor Management using Task Types

    Productivity and Resource Planning

    Setup labor standards for user task types

    Measure labor productivity

    Efficient resource planning based on expected work and defined labor standards

  • Copyright 2014, Oracle and/or its affiliates. All rights reserved. 52

    Define Task Information for Labor Standard

    Define Expected Time for Labor Standard

    Enter Engineering Labor Standards

  • Copyright 2014, Oracle and/or its affiliates. All rights reserved. 53

    Enter Engineering Labor Standards

    Define Task Information for Labor Standard

    Define Expected Time for Labor Standard

  • Copyright 2014, Oracle and/or its affiliates. All rights reserved. 54

    Product Features Task Management

    Extensibility

    WMS_TASK_MGMT_PUB API for managing tasks:

    Query Query_task() Modify modify_task () Split split_task () Delete delete_tasks()

    Task splitting by equipment capacity and item attributes:

    Item Maximum fill capacity, weight & volume

    Sub/Loc Pick UOM

  • Copyright 2014, Oracle and/or its affiliates. All rights reserved. 55

    Agenda

    Objectives

    Product Features

    Key Takeaways

  • Copyright 2014, Oracle and/or its affiliates. All rights reserved. 56

    Key Takeaways Oracle Warehouse Management provides a comprehensive

    task management and task dispatching engine with following

    capabilities :

    Segregation of duties by operator skills

    Interleave tasks for efficient work management

    Minimize dead-heading

    Automate task assignment

    Automate prioritization and re-prioritization

    Measure labor productivity and perform resource planning by task

    types

    Analytical capabilities using Endeca extensions

    Extensible framework using APIs

  • Copyright 2014, Oracle and/or its affiliates. All rights reserved. 57

    Questions & Answers

  • Copyright 2014, Oracle and/or its affiliates. All rights reserved. 58

    Top Articles and Community Links

    Communities

    Logistics Community

    https://community.oracle.com/community/support

    /oracle_e-business_suite/logistics

    Follow-up Community Thread

    Communities -> Logistics -> Logistics Featured

    Discussions and look for posting on this

    Webinar

  • Copyright 2014, Oracle and/or its affiliates. All rights reserved. 59

    Learn More

    About Oracle Support Best Practices www.oracle.com/goto/proactivesupport

    Get Proactive in My Oracle Support https://support. oracle.com | Doc ID: 432.1

    Get Proactive Blog https://blogs.oracle.com/getproactive/

    Ask the Get Proactive Team [email protected]

    Available References and Resources to Get Proactive

  • Copyright 2014, Oracle and/or its affiliates. All rights reserved. 60

    Next Webcast

    Oracle Product Hub Publication & Webservices

    Scheduled for May 28h 2014

    Registration Details at

    Document ID: 1662998.1

    PIM, Workflow for Item Changes

    Scheduled for June 4th 2014

    Registration Details at

    Document ID: 1672354.1

  • Copyright 2014, Oracle and/or its affiliates. All rights reserved. 61

    THANK YOU