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DETAILS
Setup Steps
Login
User : OPERATIONS / WELCOME
Responsibility : Manufacturing and Distribution Manager
Create items
1. To setup an ATO Model a few items are needed to get a BOM minimum
skeleton. Through this example, an ATO item (parent), an option class
and 3 components (purchased items) are needed.
=> Navigate to Inventory -> Items -> Master Items
Select organization :
V1 (Vision Operations)
=>Enter Item Name and Description (with XX=your initials) :
Model item name : XX AtoModel M01
Description : XX AtoModel M01
=> Go to Tools -> Copy From :
Apply the 'ATO Model' template
In the Order Management tab, check that the Assemble to Order flag
(ATO) is checked.
In the General Planning tab, check the Make or Buy flag to Make.
=> Save the record, and assign the item to Organization M1.
2. Similarly create Option Class item 'XX OCModel M01' using the 'ATO
Option Class' template, and the three purchased items like 'XX
PurchItem1 M01' using the Purchased item template. Assign them all to
M1.
The Option Class item has a WIP Supply Type as 'Phantom'.
Create stock for the purchased items (options) for a sufficient test
quantity
Navigate to Inventory -> Transactions -> Miscellenaous Transactions
Select organization : M1 (Seattle manufacturing)
Type : Account Alias Receipt (select whatever source)
Subinventory : FloorStock (for ex.)
Using a BOM Responsibility, you can either create the BOM in V1 Org.
then copy it to M1, or to create it in M1 Org. and make it a Common
BOM.
The BOM has to exist in both the OU (Validation Org.) and the Shipping
Org.
Model Routing has to be created first
Model BOM to be then created, preferably starting for the lower level
=> Navigate to BOM -> Routings -> Define
Enter the newly created ATO Model item name
Add operations 10 & 20 using (predefined) Standard Operations
Save
=> Using a BOM Responsibility, navigate to BOM -> Bill Of Materials ->
Define
Enter the newly created Option Class item name
Add the components of the Option Class, here Purchased items 2
and 3 are optional
Save
=>
Testflow steps
The flow describes the steps from the ATO Sales Order creation to its
closure. Make sure that the testing user has sufficient Shipping
Role/Grants to process all the WSH steps in Org. M1
Sales Order creation
Change of Responsability to : Order Management Super User, Vision
Operations (USA)
Navigate to Orders,Returns -> Sales Order (or Order organizer) ->
enter new S/O
Select M1 as the Warehouse (Others tab)
Notice that
- the item 'XX OCModel M01' has a red star in the model tree : this
to indicate that a component (at least) of the option class is
mandatory
- the Purchased item 1 does not appear as being mandatory and not an
option
Select the desired components
Click on the 'done' button when finished, i.e. when the configuration
is complete
=> The cursor is back to the sales order entry form and the order can
be booked as the configuration is complete :
From the ATO model line, the configured (ATO item or 'star' item) is
ready to be created :
Select Actions -> Progress Order
Click OK
=> Place the cursor on the configured item line in S/O entry form, and
youll check that the Reserved Quantity = 2.
=> The Job name can be checked from the S/O entry form by using the
menu options :
. Tools -> Scheduling -> Reservations Details
. The WIP job order inherits the sales order quantity of the
configured item.
. Query the job number (or the configured item as the Assembly) :
98704
The link with the Sales Order line is shown when clicking on the Sales
Orders button :
=> The discrete job order is now ready to be progressed until final
completion. To do this, it's required to move the start quantity from
the first routing operation (Step Queue of Operation 10) to the last
one (at To Move step of Operation 20) :
Navigate : WIP -> Move Transactions -> Move Transactions
. Query the job name (or the Assembly)
. Set the transacted quantity
. Select the From/To in the Operations zone
. Save the move transaction
=> The WIP job order has now a 'complete' status and shows the
completed quantity :
. Select the Launch Pick Release option from the Actions menu
. click on the Go button
. This launches the pick release concurrent request for the delivery.
=> But only the ATO model line will be invoiced and will progress to
invoicing activity when the WF background has ran :
=> The Sales Order 16567 lines (only components marked as optional in
BOM can be shown on invoice in addition to the ATO model) are now in
the autoinvoice interface table, ready to be processed by
Receivables :
This completes the steps for the ATO Configurations test flow
Refer to the Oracle Order Management User Guide and the Oracle
Configure To Order Implementation Guide for documentation on ATO
Configurations (referred to in this page as the User and
Implementation Guides)