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Crossdock Planning & Execution

Documentation

Release 12

White Paper

Jan 29th 2007

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Main Objectives:

The main objective of this document is to show basic setups required for cross docking
(Release 12) and has examples of some flows that will give any user an 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
john.chankaramangalam@oracle.com.

Special Thanks to Harry Herman (Support Manager), Madhu Punugati (Product Management) ,
Anand Nallaalaghu (QA Manager), Gopal Rao (Development), Lydia Chen (Program
Management) , Support team & Development team.

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Table of Contents
Overview Of Crossdocking...................................................................................................................... 4
Planned Crossdocking:........................................................................................................................ 5
Planned Cross Docking With PO as Supply and SO as Demand: ......................................................... 6
Planned Cross Docking With ASN as Supply and SO as Demand: ..................................................... 27
Planned Crossdocking: ........................................................................................................................ 28
Opportunistic Crossdocking: ............................................................................................................ 52
Opportunistic Crossdocking with Sales Order as Demand & PO as Supply: ...................................... 53
Opportunistic Crossdocking with WIP Component Demand: .............................................................. 72
Cross dock exceptions: ...................................................................................................................... 89
Planned & Opportunistic Cross Docking: .............................................................................................. 91
Crossdocking and Change Management :........................................................................................ 92
Debugging Issues:............................................................................................................................... 95

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Crossdock Planning & Execution
Overview Of Crossdocking

Crossdocking allows warehouses to increase its operational efficiency by transferring inbound


material directly to an outbound area. It bypasses the inventory-holding function of a warehouse
while still allowing it to serve its consolidation and shipping functions.

With this feature, crossdocking can be planned in the warehouse. The system can identify
crossdocking opportunities in the warehouse by comparing expected receipts and outbound
shipments. When a crossdocking opportunity is identified, the scheduled inbound
receipt(supply) is pegged to the outbound shipment(demand) using crossdock criteria. A
specific inbound receipt is identified based on whether the warehouse wants to maximize
crossdocking or minimize wait time or minimize fragmentation. In case of Planned crossdocking
the pre-allocation is done during Pick Release. In opportunistic crossdocking dynamic allocation
is done during material putaway.

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Planned Crossdocking:

Step Planned Cross Docking Setup


PreReqs Prerequisites Required WMS should be
setup up.
PCross 1 Define a Planned Crossdock Criteria
PCross 2 Define Item
PCross 3 Setup Crossdock criteria assignment
PCross 4 Create Crossdock Opreation Plan
PCross 5 Order Management & Shipping Parameter Setup
PCross 6 Create Purchase Order and Sales Order
PCross 7 Run Pick Release
PCross 8 View Reservations
PCross 10 View Sales Order From Shipping Transactions
PCross 11 Perform PO Receipt
PCross 12 Verify Planned Cross Dock task
PCross 13 Execute Cross Docking

Scenario:
In this example we will show how Planned Crossdocking happens for a PO as supply and Sales Order as
Demand. We will define an item and assign it to organization W1. Then we will create a PO for the item
for qty 20. Create a Sales Order for the item for qty10. Run pick release with allocation method as “Cross
Dock Only”. Then we review the reservations created. Then we execute the cross docking.

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Planned Cross Docking With PO as Supply and SO as Demand:

PREREQS Prerequisites Required

Complete all WMS setups.

PCross 1 Define a Planned Crossdock Criteria

Responsibility: Warehouse Manager


Navigation: → Setup Æ Warehouse Configuration → Rules Æ Warehouse Execution Æ
Crossdock Criteria

Planned Crossdock is demand driven and prior to arrival of the material, demand is planned to be fulfilled
using incoming supply.

In the above example we are creating a planned crossdock criteria by the name ‘CJP CROSS DOCK
PLANNED’.

Crossdocking Time fences - Identify eligible supply sources (for planned crossdocking) or eligible
demand sources (for opportunistic crossdocking)
Crossdock Window (CW) : Wait Time
Order Processing Time (OPT) : Load/unload/move Time
Buffer Time (BT) : Safety margin
Past Due Supply Cut-off (PDS) : To exclude uncertain supplies

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Crossdocking Goal - Choose one or more supply (or demand) sources from the pool of eligible supply
(or demand) sources
Maximize Crossdock (FIFO)
Minimize Wait (LIFO)
Custom

Determine expected arrival time for supply


Dock appointment time
Planned arrival date
Expected receipt date
Shipped date + Transit time
Promise date
Need by date
Determine expected departure time for demand
Dock appointment time
Planned departure date
Schedule ship date
Promise date

Planned Crossdock – Backward scheduling


Current Time - 11:00
Scheduled Ship time for demand – 16:00
Order Processing Time = 1 Hr
Buffer Time = 1 Hr
Crossdock Window = 2 Hrs
Past Due Supply Cutoff = 0.5 Hrs
Latest arrival time for a supply to be crossdocked = Scheduled Ship time for demand – ( Order Processing Time +
Buffer Time) = 16:00 – (1+1) = 14:00
Earliest arrival time for a supply to be crossdocked = Latest ar
rival time for a supply to be crossdocked - Crossdock Window = 14:00 – 2 = 12:00

PDS Cross Dock Window BT OPT


10:30 11:00 12:00 13:00 14:00 15:00 16:00 17:00

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Eligible supplies for planned crossdock
PO, ASN, Internal Requisition, In-transit shipment, Receiving

Eligible demands for planned crossdock


Sales Order, Internal sales order

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PCross 2 Define Item

Responsibility: Warehouse Manager

Business Approach:

Navigation: → Setup Æ Material Setup Æ Master Items

Define an Item and assign it to child organization where you will be doing the transaction.
In our example we have defined item ‘testplnxdocitem’.

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PCross 3 Setup Crossdock criteria assignment

Responsibility: Warehouse Manager

Business Approach:

Navigation: → Setup Æ Warehouse Configuration Æ Rules Æ Warehouse Execution Æ Rules


Workbench

Two new Rule Types are introduced in R12. Planned Crossdock & Opportunistic Crossdock.
In out planned cross dock test we will select Planned Crossdock type.
We create a new assignment with a sequence number. Lower the sequence higher the precedence.
In our case we have assigned sequence 5 . Then we have selected the cross dock criteria we had
defined (CJP CROSS DOCK PLANNED). We select organization (W1) and select the crossdock planned
item (testplnxdocitem). Select ‘Always’ in the Date Type column. Check ‘Enabled’.

Note: Always remember to run ‘Generate All Rules’ Concurrent program after you have defined any new
rule or made changes to existing rule.

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Navigation: → Other Æ Requests Æ Requests Æ Run

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PCross 4 Create Crossdock Operation Plan

Responsibility: Warehouse Manager

Navigation: → Setup Æ Warehouse Configuration Æ Warehouses Æ Operation Plan

On operation select Cross dock. In cross dock method select appropriate cross dock method. In our
example we select ‘(Default) LPN based consolidation in staging lane within delivery’.
The other options are:
Locator based consolidation in consolidation locator, within delivery in staging lane
LPN based consolidation in consolidation locator, within delivery in staging lane
Direct consolidation in staging lane within delivery
LPN based consolidation in staging lane across deliveries
Direct consolidation in staging lane across deliveries
LPN based consolidation in consolidation locator, across deliveries in staging lane
Locator based consolidation in consolidation locator, across deliveries in staging lane

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PCross 5 Order Management & Shipping Parameter Setup

Responsibility: Order Management

Business Approach:

Navigation: → Setup Æ System Parameters Æ Values

Set a value of ‘0’ for “Reservation Time Fence” parameter.


Note: This setting will ensure that no high level reservations are created when the sales orders are
booked. This is necessary because system will not try to crossdock for the demand lines with any
reservations.

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Navigation: → Setup Æ Shipping Æ Global Parameters

For “Delivery Date Calculation Method” field select “ Scheduled Date, Requested Date” value.
Note: This will ensure that the Delivery’s initial pickup data is correctly set as per the scheduled ship date.

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PCross 6 Create Purchase Order and Sales Order

Responsibility: Purchasing

Business Approach:

Navigation: → Purchase Orders Æ Purchase Orders

Create a Standard PO(In our case created PO 6117). Set Ship-to and Bill-to to your organization (W1).
Create a line for crossdock planned item (testplnxdocitem) for qty (20) and enter promise date with time
details (10-Nov-2006 16:00:00).
Once can change the receipt routing to “Standard Receipt”.

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Responsibility: Order Management

Business Approach:

Navigation: → Orders, Returns Æ Order Organizer

In our test case we created order 65333 for item ‘testplnxdocitem’ for qty 10.

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PCross 7 Run Pick Release

Responsibility: Order Management

Navigation: → Shipping Æ Release Sales Orders Æ Release Sales Orders

Two new allocation methods are available ‘Cross Dock Only’ and ‘Prioritize Cross Dock’. We select
‘Cross Dock Only’ for allocation method.

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PCross 8 View Reservations

Responsibility: Warehouse Manager

Navigation: → Inquiry Æ View Reservations

We enter organization (W1) and item (testplnxdocitem). A new filed is added to reservation inquiry
‘Include Crossdock’. We check that field. Now we select ‘Find’ button.

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You can see the Demand & Supply and the planned reservation for crossdock. The crossdock field
shows ‘Yes’.

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PCross 9 View Sales Order From Shipping Transactions

Responsibility: Warehouse Manager

Navigation: → Outbound logistics Æ Shipping Planning & Transactions.

When you query up the sales order you will see that the line status is Planned For Crossdocking.

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PCross 9 Perform PO Receipt

Responsibility: Whse Mgmt

Navigation: → Inbound → Inbound → Receive → PO

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PCross 10 Verify Planned Cross Dock task

Responsibility: Warehouse Manager


Navigation: → Inquiry → Material Workbench

Select Inbound in source and select the various statuses.

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Under Inbound Plan select Plan Type “Cross-docking”.

Under Inbound tab select the purchase order (6117). Select ‘Find’ button.

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You will now be able to see the crossdock plan task.

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PCross 11 Execute Cross Docking

Responsibility: Whse Mgmt


You can use
Navigation: → Tasks → Directed Tasks→ Directed Move → Move any LPN
Or
Navigation: → Tasks → Manual Tasks→ Manual load/Manual drop.

You will see that system directly suggests the staging subinventory/Locator , thus doing cross docking.

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Planned Cross Docking With ASN as Supply and SO as Demand:

In this scenario we are going to have Supply as “ASN”, Demand as “Sales Order
Scheduled”, Allocation Method= Priortize Inventory, ensuring remaining lines are
allocated from cross dock supply

Step Planned Cross Docking Setup


PreReqs Prerequisites Required WMS should
be setup up.
PACross 1 Define a Planned Crossdock Criteria for ASN
PACross 2 Define Item
PACross 3 Setup Crossdock criteria assignment
PACross 4 Create Crossdock Operation Plan
PACross 5 Order Management & Shipping Parameter Setup
PACross 6 Create Supplier & Supplier Sites
PACross 7 Create Supplier User & Register User
PACross 8 Create Purchase Order
PACross 9 Create ASN
PACross 10 Create Sales Order
PACross 11 Perform Alias Receipt
PACross 12 Run Pick Release
PACross 13 View Reservation
PACross 14 View Sales Order From Shipping Transactions
PACross 15 Perform Receipt for ASN
PACross 16 Verify Task In Control Board
PACross 17 Execute Cross Docking
PACross 18 View Sales Order From Shipping Transactions

Scenario:
In this example we will show how Planned Crossdocking happens for an ASN as supply and Sales Order
as Demand. We will define an item and assign it to organization W1. Then we will create a PO for the
item for qty 10. Create an ASN for the PO. Create a Sales Order for the item for qty10.
Do Miscellaneous Alias receipt for qty 7. Run pick release with allocation method as “Prioritize Inventory”.
Then we review the reservations created. You will see that there are 2 reservations created. One for
quantity 7, for the quantity available in inventory. The second for quantity 3 against the ASN. Then we
execute the cross docking.

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Planned Crossdocking:

PREREQS Prerequisites Required

Complete all WMS setups.

PACross 1 Define a Planned Crossdock Criteria for ASN

Responsibility: Warehouse Manager


Navigation: → Setup Æ Warehouse Configuration → Rules Æ Warehouse Execution Æ
Crossdock Criteria

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We have selected ASN as the supply.

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PACross 2 Define Item

Responsibility: Warehouse Manager

Business Approach:

Navigation: → Setup Æ Material Setup Æ Master Items

Define an Item and assign it to child organization where you will be doing the transaction.
In our example we have defined item ‘testitem’.

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PACross 3 Setup Crossdock criteria assignment

Responsibility: Warehouse Manager

Business Approach:

Navigation: → Setup Æ Warehouse Configuration Æ Rules Æ Warehouse Execution Æ Rules


Workbench

Navigation: → Other Æ Requests Æ Requests Æ Run

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PACross 4 Create Crossdock Operation Plan

Responsibility: Warehouse Manager

Business Approach:

Navigation: → Setup Æ Warehouse Configuration Æ Warehouses Æ Operation Plan

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PACross 5 Order Management & Shipping Parameter Setup

Responsibility: Order Management

Navigation: → Setup Æ System Parameters Æ Values

Set a value of ‘0’ for “Reservation Time Fence” parameter.


Note: This setting will ensure that no high level reservations are created when the sales orders are
booked. This is necessary because system will not try to crossdock for the demand lines with any
reservations.

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Navigation: → Setup Æ Shipping Æ Global Parameters

For “Delivery Date Calculation Method” field select “ Scheduled Date, Requested Date” value.
Note: This will ensure that the Delivery’s initial pickup data is correctly set as per the scheduled ship date.

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PACross 6 Create Supplier & Supplier Sites

Responsibility: Purchasing Super User

Navigation: → Supply base → Suppliers


In our case we have defined General Electric as the supplier. We define a new site W1.

Complete the supplier site creation for W1 for ship to and bill to location.

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PACross 7 Create Supplier User & Register User
Responsibility: Purchasing Super User

Navigation: → Supply base → Supplier User Management → Supplier User Creation → Register
Supplier User

We register supplier user cjohnp@gmail.com. We assign all responsibilities to the user.


The main responsibility is “iSupplier Portal Full Access”

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Responsibility: Sysadmin

Navigation: → Security Æ User Æ Define

When the user is registered through Isupplier Portal a user is created and you can check it from sysadmin
/security/user and you can change the password.
Note: One needs to log in using this user id to create ASN’s.

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PACross 8 Create Purchase Order

Responsibility: Purchasing

Navigation: → Purchase Orders Æ Purchase Orders

Create a Standard PO(In our case created PO5416). Set Ship-to and Bill-to to your organization (W1).
Create a line for crossdock planned item (testitem) for qty (10) .One can change the receipt routing to
“Standard Receipt”.

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PACross 9 Create ASN
Responsibility: Isupplier Portal Full Access

Navigation: → Isupplier Portal Full Access

We go to shipments tab and query our purchase order that we created.

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We select “Create Advance Shipment Notice” and create ASN. In our case we defined ‘cjptest1’.

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PACross 10 Create Sales Order

Responsibility: Order Management

Navigation: → Orders, Returns Æ Order Organizer

In our test case we created order 63714 for item ‘testitem’ for qty 10.

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PACross 11 Perform Alias Receipt

Responsibility: Whse Mgmt

Navigation: → Warehousing → Inventory→ Receipts → Alias Receipt.

Responsibility: Warehouse Manager

Navigation: → Inquiry → Material Workbench

Verify the material received through material workbench.

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PACross 12 Run Pick Release

Responsibility: Order Management

Navigation: → Shipping Æ Release Sales Orders Æ Release Sales Orders

We are using allocation method ‘Prioritize Inventory’.

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Pick slip report output.

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PACross 13 View Reservation

Responsibility: Warehouse Manager

Navigation: → Inquiry Æ View Reservations

We enter organization (W1) and item (testitem). A new field is added to reservation inquiry ‘Include
Crossdock’. We check that field. Now we select ‘Find’ button.

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You will see 2 reservation records. One for quantity 7, against the quantity present in inventory. Second
against the ASN for quantity 3. You will see that the crossdock flag is set to ‘Yes’ for this record.

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PACross 14 View Sales Order From Shipping Transactions

Responsibility: Warehouse Manager

Navigation: → Outbound logistics Æ Shipping Planning & Transactions.

When you query up the sales order you will see that the line status is “Planned For Crossdocking”.

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PACross 15 Perform Receipt for ASN

Responsibility: Whse Mgmt


Navigation: → Inbound → Inbound → Receive → ASN

We do the receipt against the ASN (cjptest1).

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PACross 16 Verify Task In Control Board

Responsibility: Warehouse Manager

Navigation: → Inquiry → Warehouse Control Board

Select Crossdock in source and select the various statuses.

Under Inbound Plan select Plan Type “Cross-docking”.

You will now be able to see the crossdock planned task.

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PACross 17 Execute Cross Docking

Responsibility: Whse Mgmt


You can use
Navigation: → Tasks → Directed Tasks→ Directed Move → Move any LPN
Or
Navigation: → Tasks → Manual Tasks→ Manual load/Manual drop.

Now when we try to do the putaway the system suggest the staging subinventory and locator
and suggest that the material can be crossdocked. We execute the cross docking.

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PACross 18 View Sales Order From Shipping Transactions

Responsibility: Warehouse Manager

Navigation: → Outbound logistics Æ Shipping Planning & Transactions.

You will see that the line status is changed to “Staged/Pick Confirmed”.

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Opportunistic Crossdocking:

Opportunistic Crossdock
Supply driven - Supply of inbound material is dynamically crossdocked on arrival to fulfill a demand.
The newly received material can be crossdocked directly to backordered component requirements.
Supply from purchase order receipts and LPN-based completions will be considered. Both push and pull
component requirements will be considered for demand. A push requirement would be crossdocked
directly to the job, while a pull requirement would be crossdocked to the supply subinventory and locator.

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Opportunistic Crossdocking with Sales Order as Demand & PO as Supply:

Step Opportunistic Cross Docking Setup


PreReqs Prerequisites Required WMS should be
setup up.
OCross 1 Define a Opportunistic Crossdock Criteria
OCross 2 Define Item
OCross 3 Setup Crossdock criteria assignment
OCross 4 Setup Organization Parameters
OCross 5 Create Crossdock Operation Plan
OCross 6 Shipping Parameter Setup
OCross 7 Create Purchase Order
OCross 8 Create Sales Order
OCross 9 Execute PO Receipt
OCross 10 View Reservation
OCross 11 Execute Cross Docking
OCross 12 View Sales Order From Shipping Transactions
OCross 13 View Reservation

Scenario:
In this example we will show how Opportunistic Crossdocking happens for a PO as Supply and Sales
Order as Demand. We will define an item and assign it to organization W1. Then we will create a PO for
the item for qty 10. Then we create a Sales Order for the item for qty10. Now we do PO receipt for
quantity of 10. When you try to do put away system will prompt you that crossdocking opportunity exists.
Execute cross docking.

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OCross 1 Define a Opportunistic Crossdock Criteria

Responsibility: Warehouse Manager

Business Approach:

Navigation: → Setup Æ Warehouse Configuration → Rules Æ Warehouse Execution Æ


Crossdock Criteria

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Eligible demands for opportunistic crossdock
Sales Order, Internal Order, WIP components (Discrete, Repetitive, and lot based jobs)

Eligible supplies for opportunistic crossdock


Receipts : PO, ASN, Internal requisition, Internal shipment, Manufacturing completions : Discrete job,
Flow schedule

Opportunistic Crossdock – Forward scheduling


Current Time - 11:00
Supply arrives at 11:00
Order Processing Time = 1 Hr
Buffer Time = 1 Hr
Crossdock Window = 2 Hrs
Earliest departure time for crossdocking to a demand = Current Time + (Order Processing Time + Buffer Time) =
11:00 + (1+1) = 13:00
Latest departure time for crossdocking to a demand = Earliest departure time for crossdocking to a demand +
Crossdock Window = 13:00 + 2 = 15:00

OPT BT Cross Dock Window


10:00 11:00 12:00 13:00 14:00 15:00 16:00 17:00

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OCross 2 Define Item

Responsibility: Warehouse Manager

Business Approach:

Navigation: → Setup Æ Material Setup Æ Master Items

We create item “testoprxdocitem” and assign it to organization W1.

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OCross 3 Setup Crossdock criteria assignment

Responsibility: Warehouse Manager

Business Approach:

Navigation: → Setup Æ Warehouse Configuration Æ Rules Æ Warehouse Execution Æ Rules


Workbench

Two new Rule Types are introduced in R12. Planned Crossdock & Opportunistic Crossdock.
In our Opportunistic Cross dock test we will select Opportunistic Crossdock type.
We create a new assignment with a sequence number. Lower the sequence higher the precedence.

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In our case we have assigned sequence 30 . Then we have selected the crossdock criteria we had
defined (CJP CROSS DOCK OPPORTUNISTIC). We select organization (W1) and select the crossdock
planned item (testoprxdocitem). Select ‘Always’ in the Date Type column. Check ‘Enabled’.

Note: Always remember to run ‘Generate All Rules’ Concurrent program after you have defined any new
rule or made changes to existing rule.

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OCross 4 Setup Organization Parameters

Responsibility: Warehouse Manager

Business Approach:

Navigation: → Setup Æ Warehouse Configuration Æ Warehouses Æ Warehouse Parameters

Enable Opportunistic Crossdocking.


Select default Crossdock criteria (CJP CROSS DOCK OPPORTUNISITC).

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OCross 5 Create Crossdock Operation Plan

Responsibility: Warehouse Manager

Business Approach:

Navigation: → Setup Æ Warehouse Configuration Æ Warehouses Æ Operation Plan

On operation select Cross dock. In cross dock method select appropriate cross dock method. In our
example we select ‘(Default) LPN based consolidation in staging lane within delivery’.
The other options are:
Locator based consolidation in consolidation locator, within delivery in staging lane
LPN based consolidation in consolidation locator, within delivery in staging lane
Direct consolidation in staging lane within delivery
LPN based consolidation in staging lane across deliveries
Direct consolidation in staging lane across deliveries
LPN based consolidation in consolidation locator, across deliveries in staging lane
Locator based consolidation in consolidation locator, across deliveries in staging lane

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OCross 6 Shipping Parameter Setup

Responsibility: Order Management

Business Approach:

Navigation: → Setup Æ Shipping Æ Shipping parameters.

You can define default Staging Subinventory and Locator.

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OCross 7 Create Purchase Order

Responsibility: Purchasing

Business Approach:

Navigation: → Purchase Orders Æ Purchase Orders

We create a purchase order 7046.

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OCross 8 Create Sales Order
Responsibility: Order Management

Business Approach:

Navigation: → Orders, Returns Æ Order Organizer


We create on Order (70747) for item testoprxdocitem for qty 10.

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OCross 9 Execute PO Receipt

Responsibility: Whse Mgmt


Navigation: → Inbound → Inbound → Receive → PO

We receive against the purchase order (7046). We receive the item into the receiving subinvenory locator
and into LPN LPN863A.

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OCross 10 View Reservation

Responsibility: Warehouse Manager

Navigation: → Inquiry Æ View Reservations


Enter the organization name (In our case W1) and then enter the item (In our case testoprxdocitem) and
then check “Include Crossdock” and then click “Find” . You will see that a crossdock reservation exists.
It mentions “Pending Crossdock” and you will see in the supply type that the item is in receiving.

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OCross 11 Execute Cross Docking

Responsibility: Whse Mgmt

Navigation: → Tasks → Directed Tasks → Directed Move → Move Any LPN

We enter the LPN number(In our case LPN863A). As we confirm the subinventory we get the message
“Crossdock material exists. Crossdock will be performed. Press any key to continue.”
Then we enter the locator information and select “Drop Full LPN”.

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OCross 12 View Sales Order From Shipping Transactions

Responsibility: Warehouse Manager

Navigation: → Outbound Logistics Æ Shipment Planning & Transactions.

Select Lines and LPN’s from the query window and then put in the order number. In our case the order
number was 70747. You will see that line status is “Staged/Pick Confirmed”.

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OCross 13 View Reservation
Responsibility: Warehouse Manager

Navigation: → Inquiry Æ View Reservations.


Once you have done the putaway of the material to staging (though crossdocking) the crossdock flag
changes to ‘No’ as crossdocking has already happened and the supply type shows ‘Inventory’ as the
material is already in inventory.

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Opportunistic Crossdocking with WIP Component Demand:

Step Opportunistic Cross Docking Setup


PreReqs Prerequisites Required WMS should be
setup up.
OWCross 1 Define a Opportunistic Crossdock Criteria
OWCross 2 Define Item
OWCross 3 Setup Crossdock criteria assignment
OWCross 4 Setup Organization Parameters
OWCross 5 Create Crossdock Operation Plan
OWCross 6 Create BOM
OWCross 7 Create Routing
OWCross 8 Create Job
OWCross 9 Run Component Pick release
OWCross 10 Create Purchase Order
OWCross 11 Execute PO Receipt
OWCross 12 Move Assembly
OWCross 13 Execute Cross Docking
OWCross 14 Verify Job

Scenario:
In this example we will show how Opportunistic Crossdocking happens for a PO as Supply and
backordered WIP component as Demand. We will define an item and assign it to organization W1. Then
we will create a BOM & Routing for the assembly including the component. We run Component Pick
Release. Then we create a Purchase Order for the item. Now we do PO receipt. When you try to put
away, system will prompt you to do the cross docking by suggesting the job. Execute cross docking.

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OWCross 1 Define a Opportunistic Crossdock Criteria

Responsibility: Warehouse Manager

Business Approach:

Navigation: → Setup Æ Warehouse Configuration → Rules Æ Warehouse Execution Æ


Crossdock Criteria

We define cross dock criteria “CJP CROSS DOCK OPPORTUNISTIC”.


Make sure you have selected WIP Component Demand (Backordered) in your Demand tab.

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OWCross 2 Define Item

Responsibility: Warehouse Manager

Business Approach: We define 2 items a. cjpfinishedgood b. cjpcomp

Navigation: → Setup Æ Material Setup Æ Master Items

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OWCross 3 Setup Crossdock criteria assignment

Responsibility: Warehouse Manager

Business Approach:

Navigation: → Setup Æ Warehouse Configuration Æ Rules Æ Warehouse Execution Æ Rules


Workbench

We select Opportunistic Cross dock .

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OWCross 4 Setup Organization Parameters

Responsibility: Warehouse Manager

Business Approach:

Navigation: → Setup Æ Warehouse Configuration Æ Warehouses Æ Warehouse Parameters

Enable Opportunistic Crossdocking.

Select default Crossdock criteria (CJP CROSS DOCK OPPORTUNISITC).

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OWCross 5 Create Crossdock Operation Plan

Responsibility: Warehouse Manager

Business Approach:

Navigation: → Setup Æ Warehouse Configuration Æ Warehouses Æ Operation Plan

Make sure that ‘Crossdock to WIP’ is checked.

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OWCross 6 Create BOM

Responsibility: Manufacturing & Distribution Manager

Navigation: → Bills Of Materials Æ Bills → Bills

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OWCross 7 Create Routing

Responsibility: Manufacturing & Distribution Manager


Navigation: Æ Bills Of Materials Æ Routings Æ Routings

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OWCross 8 Create Job

Responsibility: Manufacturing & Distribution Manager

Navigation: Æ WIP Æ Discrete Æ Discrete Jobs

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OWCross 9 Run Component Pick release

Responsibility: Manufacturing & Distribution Manager

Navigation: Æ WIP Æ Discrete Æ Component Pick Release Æ Component Pick Release

A record gets populated in table wip_material_shortages_v.

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OWCross 10 Create Purchase Order

Responsibility: Purchasing

Navigation: → Purchase Orders Æ Purchase Orders

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OWCross 11 Execute PO Receipt

Responsibility: Whse Mgmt


Navigation: → Inbound → Inbound → Receive → PO

We receive against the purchase order (7047). We receive the item into the receiving subinvenory locator
and into LPN LPN864A.

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OWCross 12 Move Assembly

Responsibility: Whse Mgmt

Navigation: → Manufacturing → Assy & Material Txn → Move Assy

We do the Assembly move from seq 10 “Queue” to seq 10 “Run”.

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OWCross 13 Execute Cross Docking

Responsibility: Whse Mgmt

Navigation: → Tasks → Directed Tasks → Directed Move → Move Any LPN

Enter the LPN(LPN864A). Select Drop.


You will see that immediately it shows to Job, to dept and to op seq. Now the cross docking has
happened. Material is moved from receiving to job.

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OWCross 14 Verify Job

Responsibility: Manufacturing & Distribution Manager

Navigation: Æ WIP Æ Discrete Æ Discrete Jobs

When you query up the job you will see in the issued column that the material was issued to the job.

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Cross dock exceptions:
(Please refer to R12 WMS User Guide Pg 6-12)

Crossdocking exceptions can occur if:


• The supply source is delayed and the document is not modified
• The supply source is delayed and the document is modified
• The supply source is canceled or reduced
• The supply source fails inspection
• The material is not available for crossdocking
The system generates the following types of crossdocking exceptions:
Note: Time initiated exceptions are more severe than schedule initiated exceptions.
• Time-initiated exceptions
• Schedule initiated exceptions

Oracle Warehouse Management uses a concurrent program to check for exceptions and
assign an exception code to each exception. It uses the parameter Look-Ahead Time to
check whether incoming supply is available for crossdocking. The concurrent program
checks for all supply scheduled to arrive in the warehouse within the exception
look-ahead time window. It considers the past-due supply and assumes the
supply-scheduled receipt date and time is the current system date and time. It uses the
supply source and the crossdocking reservation and determines the corresponding
demand source. The concurrent program divides the future time window for the supply
into four zones. The concurrent program uses these zones to categorize the different
exception types.
If crossdocked demand lies in zone one, then the remaining time for crossdocking is less
than the order processing time. The system cannot perform a crossdock and records an
error. If the supply source is late, then the system records a late exception. If the supply
is not late, then the system records a schedule exception.
If crossdocked demand lies within zone two, the remaining crossdock time is more than

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the order processing time, but less than the order processing time + buffer time. Though
the system can still perform crossdocking, you may need to manually expedite the
supply. In this case, the system records a warning exception code. If the supply source
is past due, then the system records a late exception. If the supply is not late, then it
records a schedule exception.
If crossdocked demand lies within zone three, the remaining crossdock time is more
than the order processing time + buffer time, but less than the order processing time +
buffer time + crossdock window. This implies that crossdocking is possible without
manual expedite, and the system does not record an exception.
If crossdocked demand lies within zone four, the remaining crossdock time is more
than the order processing time + buffer time + crossdock window. Though crossdocking
is possible, an unnecessary wait time is required for the inbound material before you
can ship the order; therefore, the system records a scheduled exception with the code warning.

The following table shows the exception codes:

Exception Code Severity Description


LE Error Late Exception
LW Warning Late Exception
SE Error Schedule Exception
SW Warning Schedule Exception

Time Initiated Exceptions


A concurrent program tracks crossdocked receipts and generates exceptions. The
concurrent program checks for all past-due supply, and determines whether the
material will arrive in time. A late exception occurs when incoming supply does not
arrive on schedule. The system generates a warning if the time remaining for the
planned crossdock is more than the buffer time, but less than the latest crossdock time.
It generates an error exception if the time remaining to fulfill is greater than the buffer
time.

Schedule Initiated Exception


The system generates a system exception if the crossdock window is violated. A
schedule exception occurs if the time remaining to fulfill the demand is more than the
buffer time + order processing time + Crossdock window.

Exceptions Corrective Action


Once the system records a crossdocking exception, it triggers one of the following
corrective actions:
• Reschedule supply and demand: To change the supply and demand, you change
either the document, or the dock door appointment.
• Delete reservation: You can manually delete the reservation and sever the link
between the supply and demand.

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Planned & Opportunistic Cross Docking:

The “Planned” depiction of crossdock window(CW), Buffer Time (BT), and Order Processing
Time (OPT) will be used in Planned Crossdocking process for backward scheduling. Similarly
“Opportunistic” depiction will be used for Opportunistic Crossdocking process for forward
scheduling.

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Crossdocking and Change Management :
(Please Refer to R12 User Guide Pg 6-8)
You can make changes to supply and demand sources after the system links the supply
and demand. The following tables display the changes the system makes if you modify
supply and demand sources.

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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.
• Pick release log files :
Set profile options
OM: Debug set to level 5
OM: Debug log directory = <first directory path returned by sql query
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

While running pick release please select Tools from Tool bar and “Check” debug.
Upload the pick release log file and the inventory debug log file.
• In case there are issues with completing the cross dock transaction on mobile that please also
upload the mobile log files.
1. set mwa.cfg to trace level. To do this go to the mwa server config file,
/mwa/secure/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’

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