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Oracle Apps Technical Stuff

Tuesday, April 1, 2014

ATO Configuration Cycle In Order Management


ATO Configuration Cycle In Order Management (Doc ID 844847.1)
In this Document
Purpose
Scope
Details
Setup Steps
Create items
Assign a sales price to the newly created items
Create stock for the purchased items (options) for a sufficient test
quantity
Create Bill Of Materials (BOMs)
Testflow steps
Sales Order creation
Configure the ATO model
Generate the Configured Item
Generate the WIP discrete job
Progress the WIP job
Complete the WIP job
Pick release the configured item line
Ship confirm the configured item line
Close the configured item line and invoicing process
References
APPLIES TO:
Oracle Order Management - Version 11.5.8 to 12.1.1 [Release 11.5.8 to
12.1]
Information in this document applies to any platform.
*** Checked for relevance 19-May-2013 ***
PURPOSE
This document is intended to help users successfully setup
organizations for the purpose of Intercompany Invoicing through the
Oracle Inventory Application.
The purpose of this bulletin is to provide Oracle Customers with a
good understanding and the to build a test case for basic ATO
Configurations
SCOPE
This document helps the Support Engineers and Oracle Customers to
understand the setup steps with the relevant setup needed to create
simple test case for ATO Configurations.
Screen shots of setups and test case in this note were done in an
R11.5.10 instance on an Oracle Internal Test Instance.

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'.

Assign a sales price to the newly created items


Navigate to Pricing -> Price List-> Price List Setup. Confirm it is
active.
Create a specific Price List (or query up 'Corporate' to add them to
it) and go to the List Lines zone.
Click on the New button in the tool bar, enter the following
information for each of the created items, then click on Save
Product Context: Item
Product Attribute: Item Number
Product Value: XX AtoModel M01
Value: 15.5 (or any other value)
Leave other fields with default values

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.)

Create Bill Of Materials (BOMs)


The BOM to be built for the test case will be as simple as the
following (Indented BOM - final result) :

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

Then enter the Model item name


Add the option class and the Purchased item 1 (as mandatory items)
Set the purchased item 1 having a mandatory quantity of 2
Save

=>

Notice that the Option Class keeps a Supply Type as Phantom.

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)

Go to the Lines tab and enter your model item


Item : XX AtoModel M01
Enter the line quantity

Configure the ATO model


Click on the Configurator button to open the CZ selector and to select
the model options

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 :

Generate the Configured Item


=> The ATO model line workflow has now progressed to the 'Create
configuration eligible' activity.

From the ATO model line, the configured (ATO item or 'star' item) is
ready to be created :
Select Actions -> Progress Order
Click OK

=> This creates the configured item on line 1.1..0 :

This line WF is at 'Create Supply Order Eligible' activity :

Generate the WIP discrete job


From the configured item line, the WIP discrete job is ready to be
created :
Select Actions -> Progress Order
Click OK

=> This launches a Concurrent Request process :

=> The result of the request is seen in View requests : AutoCreate


Final Assembly Orders.
The output shows the WIP Discrete Job Order number for the ATO item :
98704

=> 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.

Progress the WIP job


It is necessary to progress the WIP discrete job up to completion in
order to fulfill the reserved sales order demand of the configured
item line. Then the configured item will have some stock to be pick
released and shipped against the sales order.
=> Change to a Manufacturing/WIP responsibility to check the job
number created in unreleased status in Org. M1.
. Navigate : WIP -> Discrete Jobs -> Discrete

. Query the job number (or the configured item as the Assembly) :
98704

=> Change its status to Released and save :

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

Complete the WIP job


=> As the full WIP job quantity has been transferred to the last step
of the last operation, it can be completed. This will create the stock
of the configured item, reserved for the particular S/O line.
. To directly set the WIP job as completed, navigate to : WIP >
Material transactions > Completion Transactions.
. Query the job number
. Select the subinventory where the stock is placed
. Set the completed quantity
. Click the 'Done' button

=> The WIP job order has now a 'complete' status and shows the
completed quantity :

Pick release the configured item line


Responsibility : Order Management Super User, Vision Operations (USA)
=> At this stage, the sales order line of the Configured item is at
awaiting shipping status :

=> The Line is ready to be pick released.


Navigate : Order Management -> Shipping -> Transactions
. In the Lines/LPN tab, verify that the line status is Ready to
Release

. 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.

=> The delivery is now ready to be ship confirmed.


Ship confirm the configured item line
Navigate : Order Management -> Shipping -> Transactions
.
.
.
.

(Re)Query the Sales Order


In the Lines/LPN tab, verify that the status is Staged/Pick Released
Confirm the Shipped quantity = Picked quantity
Select the Delivery tab

. Select the Ship Confirm option from the Actions menu


. click on the Go button
. Keep the Ship Entered Quantities radio button checked on the Ship
Confirm form
. Check the feedback message (ITS run)
. When ITS has ran fine, the cursor is back to the delivery tab of the
Shipping Transactions form. The delivery is now at Closed status.
Close the configured item line and invoicing process
=> When ITS has ran fine, the configured item line has Shipped status.
The delivery status can be retrieved from the sales order line through
the Actions -> Additional line details option.

=> The configured item line workflow is now in fulfill deferred


activity.

=> 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)