The Release Sales Orders for Picking window specifies the criteria for releasing one or more order lines. You can select order lines based on a number of criteria such as warehouse, shipment request date, and item. Shipping Execution only releases delivery lines that have been booked and have met the prerequisites for pick release.
Note: A WARNING message is displayed if there is a risk of processing an unwanted high volume of delivery lines. To ensure that an unwanted number of delivery lines are not processed, define at least one of the following release criteria: Order Number, Ship Set, Trip, Delivery, Line/Container, Stop, Project, or Task.
The Release Sales Orders for Picking window features three tabs containing multiple fields including the following:
Header:
Based On Rule
Document Set
Batch
Order tab:
Orders: Select the status of the orders to be included in the release criteria. Select Replenishment Completed to enable pick release to be submitted for delivery lines with the status of Replenishment Completed.
Note: You cannot pick release delivery line with the status of Replenishment Requested. The shipping process evaluates these delivery lines like backordered delivery lines except delivery lines with a status of Replenishment Requested are not eligible to pick release.
Order Number
Prior Reservations Only
Destination Type
Customer
Order Type
Ship Set
Ship To
Item Category Set
Item Number
Item Category
Scheduled Ship Dates To and From
Requested Dates To and From
Client
Shipping tab:
Trip
Delivery
Ship Method
Line/Container
Release Sequence Rule
Autocreate Delivery
Auto Pick Confirm
Ship Confirm Rule
Actual Departure Date
Stop
Ship From
Shipment Priority
Include Assigned Lines
Autocreate Delivery Criteria
Autopack Delivery
Append Deliveries
Actual Departure Date: The default value is the system date and time. If you need to reflect a date other than the current system date, you can enter the desired date.
For example, if the picking and shipping took place yesterday and you update your system today, the inventory and shipping transactions resulting from the automated processes will reflect today's date (the system date). However, to reflect the actual date when the picking and shipping actually occurred, enter that date in the Actual Departure Date field .
Note: You must select a ship confirm rule for the Actual Departure Date if ship confirm needs to be completed as part of pick release. A ship confirm rule is required to run ship confirm during the pick release process.
Inventory tab:
Warehouse (the organization code)
Subinventory (sales order lines booked and scheduled with this particular subinventory specified will be selected for pick released)
Project (used if Oracle Project Manufacturing is enabled)
Task (used if Oracle Project Manufacturing is enabled)
Pick Slip Grouping Rule
Allocation Method
Cross Dock Criteria
Auto Allocate
Plan Tasks (used if Oracle Warehouse Management is enabled)
Task Priority (used if Oracle Warehouse Management is enabled)
Pick From Subinventory and Locator (if the item is not in the specified Pick From Subinventory or Locator, the system will not specify another location)
Default Stage Subinventory and Locator
Note: Include Assigned Lines is a check box that, if selected, enables the lines assigned to the delivery to be selected and picked. If this check box is not selected, the lines assigned to the delivery are not selected and picked.
There are two methods for running Pick Release from this window. These methods are:
Execute Now:
Releases an order, Trip, Trip Stop, or delivery immediately, thus eliminating time spent waiting to process through the Concurrent Manager queue. If this method is selected, however, you must wait until pick release completes prior to running other processes.
Concurrent:
Releases in the background for multiple orders, Trips, or deliveries, enabling you to run other processes simultaneously.
The source from which the material is allocated and the criteria used to allocate the material is determined by the Allocation Method and Cross Dock Criteria fields, located on the Inventory tab of the Release Sales Orders for Picking window:
Allocation Method: There are four modes to select from when selecting an Allocation Method:
Inventory Only (default): Pick release allocates inventory materials only
Cross Dock Only: Pick release allocates cross docking materials only
Prioritize Inventory: Pick release checks for inventory availability before all other sources, then allocates material from other sources if needed.
Prioritize Cross Dock: Pick release checks for material available for cross docking from all other sources other than Inventory, then allocates materials from Inventory if needed.
Cross Dock Only and Prioritize Cross Dock are only applicable in a WMS Enabled organization.
Note: The check for prior reservations is applicable for the Inventory Only allocation method.
Cross Dock Criteria: Enables a rule to be named, which limits the cross docking criteria. This field is disabled if the organization is not WMS Enabled, or the Allocation Method is Inventory Only.
See: Oracle Warehouse Management User's Guide
See: Oracle Inventory User's Guide
By selecting Yes in the Append Deliveries field, on the Shipping tab, you can optimize the creation of deliveries. This feature enables the system to check to see if the delivery line meeting the release criteria can be consolidated with an existing delivery based on your Delivery Grouping Rules and compatibility constraints, if applicable. By doing this, the system reduces the number of deliveries created. Appending Limit, within the Shipping Parameters window, must not be Do Not Append in order to Append Deliveries. Several conditions are required to use the appending limit to consolidate deliveries.
When you release a partial quantity of a delivery line, Pick Release releases the available quantity and creates a new delivery line consisting of the remaining quantity. For example, if you wanted to release a delivery line consisting of 10 items but only 6 items were available to release, Pick Release would release the 6 items and create a backordered line consisting of the 4 remaining items.
If reservations are not available for a particular item, Pick Release leaves the item as submitted to inventory. Pick Release uses item attributes you define in Oracle Inventory, such as lot and locator control, to determine which attributes must be maintained when an item is released. If you place a reservation for an item and include some of the necessary inventory attribute information, Pick Release verifies the existing reservations and adds the outstanding required information. For example, if you are releasing an item under lot and locator controls and you reserve the item on-line to the lot level, Pick Release uses the lot you reserved to and automatically adds the locator to the reservation.
See: Consolidating Delivery Lines and Deliveries.
Oracle Shipping Execution Setup chapter, Oracle Order Management Implementation Manual.
Parallel pick release enables multiple pick release processes to run simultaneously as child processes through the Pick Release SRS Parameters window and Release Sales Orders window through the concurrent mode. Parallel pick release is available when pick releasing from the Tools menu on the Shipping Transactions window through the concurrent mode.
Parallel pick release enables you to set a default number of child processes by defining the profile option: WSH: Number of Pick Release Child Processes.
See: Parallel Pick Release, Oracle Order Management Implementation Manual.
Ship sets and ship models are processed first during pick release. They are included as part of the child processes.
Parallel pick release can be run from the Shipping Transactions window Tools menu. It cannot, however, be executed from the Shipping Transactions window action Launch Pick Release. Parallel pick release does not run when Pick Release is executed Online.
The following rules determine how Pick Release handles order lines and picking lines:
A Pick Release Rule can be defined to determine which order lines are considered for picking and how pick release handles those lines.
Release Rules provide a means of performing one-time setup of your picking criteria through the pick release parameters. Then, you are able to use the Pick Release Rule in the Release Sales Orders for Picking window and the Release Sales Orders SRS concurrent program. You can define multiple rules, if necessary.
By using a Release Rule, you can avoid many repetitive steps normally performed during pick release.
See Defining Release Rules, Oracle Order Management Implementation Manual
Note: The date displayed depends on the relationship of the release rule date and the current date.
If the current date is later than the release rule date, the date that displays is the current date. For example, if the release rule date is 21-August and you launch pick release on 24-August, the date that displays is 24-August.
If the release rule date is later than the current date, the date that displays is the date on the release rule. For example, if the release rule date is 29-August and you launch pick release on 24-August, the date that displays is 29-August.
Note: The timestamp display always shows the timestamp of the release rule, regardless of the time that you launch pick release.
For more information on Release Rules, refer to the Shipping Execution Setup chapter of the Oracle Order Management Implementation Manual.
Release Rules enable the definition of picking criteria before pick release is executed. When executing pick release, a release rule is selected, which contains the picking criteria. Multiple release rules can be defined for various business processes.
Release Sequence Rules specify the order in which eligible delivery lines are released. The order in which delivery lines are released using a Release Sequence Rule is based on the following attributes:
Order number
Outstanding invoice value
Scheduled date
Departure date
Shipment priority
For example, if you wanted to ensure that delivery line items with the earliest Scheduled Ship Dates were released before any other similar items, you could create a Release Sequence Rule to perform this operation. You could then include the Release Sequence Rule when defining a Release Rule, or select the Release Sequence Rule in the Release Sales Orders for Picking window or the concurrent program.
For more information on Release Sequence Rules, refer to the Shipping Execution Setup chapter of the Oracle Order Management Implementation Manual.
Pick Slip Grouping Rules define how move order lines are grouped together on a pick slip. You must specify a Pick Slip Grouping Rule.
To define a pick slip grouping rule, see Defining Pick Slip Grouping Rules.
Pick Release SRS enables you to run pick release (release sales orders for picking) concurrently as many times during the day as needed.
Among other parameters, Pick Release SRS enables you to manually set the actual departure date and enables you to set the number of child processes for each batch (splitting the batch into smaller batches, thus speeding up the process as a whole).
See Pick Release SRS in the Reports and Processes chapter.