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2008 Oracle Corporation Proprietary and Confidential

Purpose:
This document provides an overview cartonization in Oracle E-Business Suite Release 12.1.X. It is intended
solely to help you assess the business benefits of upgrading to Release 12.1.X and to plan your I.T. Projects.

Disclaimer:
This document in any form, software or printed matter, contains proprietary information that is the exclusive
property of Oracle. Your access to and use of this confidential material is subject to the terms and conditions of
your Oracle Software License and Service Agreement or other applicable contract with Oracle, with which you
agree to comply. This document and information contained herein may not be disclosed, copied, reproduced or
distributed to anyone outside Oracle without Oracles prior written consent. This document is not part of your
license agreement nor can it be incorporated into any contractual agreement with Oracle or its subsidiaries or
affiliates.
This document is for informational purposes only and is intended solely to assist you in planning for the
implementation and upgrade of the product features described. This is not a commitment to deliver any material,
code, or functionality, and should not be relied upon in making purchasing decisions. The development, release,
and timing of any features or functionality is always at Oracles sole discretion. This document is not considered
part of the applicable program documentation.
Due to the nature of the product architecture, it may not be possible to safely include all features described in
this document without risking significant destabilization of the code.

2008 Oracle Corporation Proprietary and Confidential

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Oracle Warehouse Management Cartonization System

Agenda

Cartonization
Setup and Process Details
Demonstration
Implementation Considerations
Diagnostics and Troubleshooting
Additional Resources
Q&A

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Cartonization

2008 Oracle Corporation Proprietary and Confidential

Cartonization
Description
Cartonization is the process that suggests a container
to pack items based on constraints such as cubic
volume of items and container volume.
In this release, customers have the ability to choose
and create robust rules that automatically determine
the best container during the pick release process.

Item

Suggest container

Packing Configuration

Cartonization
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Cartonization
4 types of Cartonization
Cartonization Rules:
Single Item An Item is always matched to the same
container based on the static relationship you setup in the
item/container relationship window.

Mixed Item Uses the Contained-Container Item capacity


and dimension restrictions defined on the Master Item window
and checks it against the category and category set setup as
well.

Pick Slip Grouping - Generate an LPN for all items that


belong to the same pick slip.

Customer Algorithm Uses a stub API to interface with


customer-defined cartonization rules.

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Cartonization
Description
Automatic rules engine runs and
based on rule selected, chooses
optimal packing materials
Single using static item/container
relationships and quantity information,
the order line is divided into one or more
containers.
Mixed dynamic selection of container
based on volume and dimension
information
Pick slip grouping an LPN is
automatically generated when a pick
slip is generated for the order
Customer algorithm customers can
use their own cartonization logic and
feed the information back to WMS tasks

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Cartonization
Business Value
The biggest benefit of cartonization is the ability to
perform one step pick and pack of items directly into a
shipping container.
This is a time saving alternative to a two-step process
where items are first picked into a tote followed by a
downstream packing operation into the final shipping
container.

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Setup and Process

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2008 Oracle Corporation Proprietary and Confidential

Setup and Process


Cartonization
Setup Requirements
Single Item Cartonization - The Item - Container relationship has to be
defined.
Mixed item Cartonization - The Category and Category set relationship
has to be defined.
Pick slip grouping Cartonization - Pick slip grouping rule has to be
defined.
Customer Algorithm Custom Stub API has to be implemented with
the custom logic.

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Setup and Process


Cartonization
Configurable at Organization Level
Subinventory Level

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Setup and Process


Cartonization
Cartonization Categories
Create cartonization categories. Assign each cartonization category
to the "Contained Item" or "Container Item" category sets.The
contained item and Container item category sets are seeded
category sets that are delivered with the product.

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Setup and Process


Cartonization
Multi Level Cartonization
If you perform multi-level cartonization, then you can assign your
category to both the "Contained Item" and "Container Item"
category sets.
Relate contained items to appropriate container categories.This will
identify which containers are eligible for packing for a given item.
The item assignment should be done via the category set
"Contained Item" setup screen.

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Setup and Process


Cartonization
You can define Container & Item relationship

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Data Model
Cartonization
WMS_CARTONIZATION_USER_PUB.CARTONIZE (..)
Custom API Allows customers to write custom algorithm to cartonize
eligible pick lines. New PL/SQL files created WMSCRTUS.pls(Specification) WMSCRTUB.pls(Body)
WMS_CARTNZN_PUB
This package contains the code for the Advanced Cartonization feature.
PL/SQL files changed WMSCRTNS.pls (Specification) WMSCRTNB.pls (Body)
WMSRLWBF.fmb
WMS Rules Workbench form has been enhanced to provide the setup
needed for the Advanced Cartonization feature.

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Data Model

All the public API's are provided with the following out parameters:
x_msg_count - This will give the count of messages that got logged
during the execution of the API
x_msg_data - The associated error message text for the errors
logged
x_msg_data can be used by the users to identify why the API
returned error.

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R12 WMS Cartonization Flow Diagram Note xxxxxx.1 [17-Oct-2011]

Flow

WMS_CARTONIZATION_TEMP
Populate from table
mtl_material_transactions_temp
Get User Type Assignments
wms_rule_pvt.assigntts

Check Auto
Pick Confim

Get Operation Plans


wms_rule_pvt.assign_operation_pla
ns

Yes

Get Pick Slip Number


INV_Picc_Release_PUB.assign_pick
_slip_number

N
o
Check Type
Of
Cartonization
If
Single
Item
Single Item Cartonization
Cartonize_Single_Item()

If
Mixed
Item
Mixed Item Cartonization
Cartonize_Mixed_Item()

If Multi-Level Cartonization is Yes

Default Cartonization
Cartonize_Default_Logic(
)

If
Customer
Logic

If Pick
Slip Rule

Default

Customer Logic
Cartonize_Customer_Log
ic()

Pick Slip Rule


Cartonize_Pick Slip()

Check MultiLevel
Cartonization
N
o
Cartonization Complete, records in
WMS_CARTONIZATION_TRANSACTIONS (WCT)
Call the following API to insert them into MMTT
ins_wct_rows_into_mmtt

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End

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Demonstration

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Demonstration
Setup and Process
Cartonization and Case Picking Demonstrations

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Implementation
Considerations

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Implementation ConsiderationsCartonization
Implementation Tips
How cartonize occurs depends on the pick slip
grouping rule.
One pick slip number can have multiple deliveries in
this case we will cartonize at delivery level.
Though technically cartonization and bulk picking can
both be enabled at the same time, they will not work
together. The system will honor cartonization instead
of bulk picking. This holds true for all cartonization
types.

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Implementation ConsiderationsCartonization Best Practices


Determine if cartonization occurs at the organization
or subinventory level.
Institute separate subinventories for cartonized and
non-cartonized items.
How do you cartonize items? This will determine
which cartonization method to use.

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Common Incorrect Setups


Advanced Cartonization
Profile WSH:Pick Release Batch Size restricts the number of lines
eligible for Cartonization in a container. This needs to be verified if
containers are not utilized as per their maximum capacity.
For a Mixed item Cartonization, conversions for weight/volume UOM of
contained and container items should be defined.
Cartonization suggestions will be ignored if the Custom API suggests
packing multiple deliveries into the same container.

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Diagnostics and
Troubleshooting

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Diagnostics and Troubleshooting


Cartonization
SQL query to check if the cartonization has been successful after pick
release.
select cartonization_id , container_item_id
from mtl_material_transactions_temp
where transaction_source_id in (select sales_order_id
from mtl_sales_orders
where segment1=&order_number' );
For successful case of cartonization, both cartonization_id and
container_item_id (except for pick slip grouping) will be stamped.

SQL query to get all tasks for a given carton


select * from mtl_material_transactions_temp
where cartonization_id in ( select lpn_id from wms_license_plate_numbers
where license_plate_number =&CARTON_NAME');

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2008 Oracle Corporation Proprietary and Confidential

Diagnostics and Troubleshooting


Cartonization
The following log files will be the main source for trouble shooting and
debugging any issues with the Advanced Cartonization feature
Inventory debug log file
Shipping debug log file
Existing (R12/11i) debug settings remain valid to generate the log files.
No new profiles/setup is needed to generate log messages for the code
involved in the Advanced Cartonization feature.

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2008 Oracle Corporation Proprietary and Confidential

Diagnostics and Troubleshooting

Script to check if a given task is a Bulk (Bulk tasks can't be cartonized


using Modify_task API.)
select parent_line_id
from mtl_material_transactions_temp
where transaction_temp_id = &transcation_id;
If the parent_line_id is not null, then the task is a bulk task

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Additional Resources

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Important References
Cartonization
Metalink Notes 367363.1 - Multi-Level Cartonization
Metalink Note 580367.1 - 12.1.1 Oracle Warehouse
Management Release Notes
Metalink Note 290432.1 How to Create a Debug File in
Shipping Execution
Metalink Note 148651.1 - INV DEBUG: How to get Debug
Information for Inventory Material Transactions
Oracle Warehouse Management Users Guide
Oracle Warehouse Management Implementation Guide

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Q&
A
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2008 Oracle Corporation Proprietary and Confidential