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Picking and Using Picking Rules with OPM Batches
Glenn Ruhl
Oracle Principal Technical Support Engineer
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Agenda
• OPM Picking Rules Overview
• Auto Detail
• Select Available Inventory
• Picking – High Level Description
• Picking Rule Setup
• Rule Defaulting Hierarchy
• Picking and Move Orders – Detailed Description
• Troubleshooting
• Gotchas and Known Issues
• References & Training
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Batch Picking Overview
• Picking Rules in R12 replace the 11i AutoAllocation
rules.
• They are a way to select inventory based on rules
such as First In First Out (FIFO) or First Expired First
Out (FEFO), and other considerations
• Used for three different purposes in batches:
– Auto Detail
– Select Available Inventory
– Picking per se
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Auto Detail
• Automatic creation of detailed reservations for
ingredients based on Picking Rules
• Analogous to AutoAllocation for batches in 11i OPM
• From Batch Details screen, go to Inventory > Auto
Detail Batch or Auto Detail Line
• Must be initiated as above, no “fully automatic
autoallocation” when a batch is created as there was
in 11i, although you can automatically create high
level reservations upon batch creation
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Select Available Inventory
• Presents list showing the available inventory for an
ingredient line
• Analogous to 11i Pick Lots
• Uses Picking Rules as part of filtering criteria and in
sorting the inventory
• Can be accessed from Tools menu on Item
Reservation Window in batches, to select lots to
reserve to the batch
• Can also be accessed from the Material Transactions
screen in batches to select lots to consume and
transact
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Picking
• Creates move order to move material from storage
location to shop floor for consumption in batch
• For example, you store ingredients in a raw material
warehouse
• You need to transfer this inventory to the shop floor
before consuming it in a batch
• Picking creates a move order to do this transfer, and
uses the Picking Rules to allocate specific lots to the
move order
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Picking Rule Setup
• You define picking rules for batches on the Inventory
Picking Rules screen (or in WMS for a WMS-enabled
org)
• Define the rules by with material will be selected
– For example, First In First Out or First Expired First Out
– Is partial allocation allowed?
– Must only a single lot be selected?
– Shelf Days – lot must not expire within this number of days
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Rules Workbench
• Rules must be assigned on the Rules Workbench
• Specifies the selection criteria for the rules, which rule
will be used when
• Can specify by:
– Organization
– Item
– Transaction source and/or transaction type (very important)
– Date range, etc.
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Rules Hierarchy
• First looks at Rules Workbench to find the picking rule
to use
• If the situation does not fit the criteria for any of the
rules as specified on Rules Workbench, then uses
default set up on Organization Parameters, ATP,
Pick, Item-Sourcing tab.
• If no Org level default, then uses the system default –
rule_id 2, Absolute LIFO (Last In First Out)
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Gotchas and Known Issues
• On Rules Workbench, make sure you specify Job or
Schedule in the Transaction Source field, otherwise
sales order and batch picking rules can interfere with
each other and stop working.
• For Picking itself, you must have supply
subinventory/locator on ingredient line, otherwise Picking
will fail because it will not know the destination
subinventory
• If autoallocation for the move order line fails because of
a problem with picking rule setup, the move order line
will be canceled immediately – you do not have the
option of allocating it manually
