Set up Operation Plans

Operation plans define the material movement path and the sequence of operations to perform to complete an activity. You can use both inbound and outbound operation plans. Eight seeded outbound operation plans are available, they are:

You can create inbound operation plans using the following inbound operation plan types:

Before you can put your operation plans into effect, you must complete the following setups:

  1. Navigate to the Operations Plans window.

  2. Select a Plan Type from the list of values. You choices are Standard, Inspection, or Crossdocking.

  3. Enter a name for the operation plan in the Name field.

  4. Select the Crossdock to WIP check box to use this operation plan to crossdock items to WIP instead of for outbound shipment.

  5. Optionally, enter a description for the operation plan in the Description field.

  6. Enter the first sequence number in the Sequence field. The operations performed within an operation plan follow the ascending sequence in which you define the operations.

  7. Select Load from the Operation list of values. The first operation in all operation plans must be Load. The next sequence number defaults in the sequence field and Drop automatically populates in the Operations field.

  8. Optionally, select the in Inventory check box. You can select this check box only if your operation plan type is Standard. Selecting this check box transfers the material to inventory at this step in the operation plan. All subsequent steps have this check box checked by default.

  9. Select the determination method. You are required to enter a locator determination method, and optionally can enter a zone, subinventory, or Into LPN method. The determination methods are as follows:

  10. If you selected Standard API as the locator determination method, select a Locator Material Grouping method from the list of values. The available choices are as follows:

  11. If you selected Standard API or Custom API as the locator determination method, enter a PL / SQL procedure. The available choices for Standard API are as follows:

  12. If you selected an LPN Determination method, select an LPN Material grouping method from the list of values. The available choices are:

  13. If you selected an LPN Determination method enter a PL / SQL procedure in the Into LPN fields. The available choices for Standard API are as follows:

  14. Select the Zone / Subinventory / Locator Tab.

  15. Enter the Subinventory, Zone, or Locator if necessary.

  16. Repeat Steps 6 through 15 to enter more load and drop information.

  17. Optionally, if your plan type is Inspect, or Crossdocking, enter the Inspect or Crossdocking sequence. In an Inspect or Crossdocking plan, this is the last operation.

  18. If you entered crossdock in the previous step, select a Crossdock Method to link the crossdock operation plan to an outbound operation plan. The choices are:

  19. Select Enabled to enable the operation plan.

  20. Save your work.

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