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Assemble-To-Order (ATO) / Pick-To-Order (PTO) Basics in Oracle Applications
Arne S. Rosen, CPIM, CIRMSenior Principal Consultant
Summer 2003 NCOAUG Training Day
Friday, August 15th
Harper College, Palatine, IL
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Agenda
Definitions Setup Business Flow
– ATO Configuration– ATO Item – PTO Configuration– PTO Item– On-Hand ATO Configuration– Preconfigured Items
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Agenda (cont.)
Configuration– Costing– Pricing– Description– Routings– Weight and Volume
Parameters Profiles 11.5.9 References
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Model (Model Item)
An item whose bill of material lists option classes and options available when you place an order for the model item.
APICS definition is a Super Bill of Material
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Option Class
A group of related option items. An option class is orderable only within a model. An option class can also contain included (standard) items.
An Option Class is a list of choices
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Option
An optional item component in an option class or model bill of material.
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Assemble–to–Order (ATO)
An environment where you open a final assembly order to assemble items that customers order.
Assemble–to–order is also an item attribute that you can apply to standard, model, and option class items.
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Assemble–to–Order (ATO) Model
A configuration you make in response to a customer order that includes optional items.
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Assemble–to–Order (ATO) Item
An item you make in response to a customer order.
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Pick–to–Order (PTO)
A configure–to–order environment where the options and included items in a model appear on pick slips and order pickers gather the options when they ship the order.
Alternative to manufacturing the parent item on a work order and then shipping it.
Pick–to–order is also an item attribute that you can apply to standard, model, and option class items.
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Pick–to–Order (PTO) Model
An item with an associated bill of material with optional and included items.
At order entry, the configurator is used to choose the optional items to include for the order.
The order picker gets a detailed list of the chosen options and included items to gather as separately finished items just before the order is shipped.
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Pick–to–Order (PTO) Item (Kit)
A predefined configuration order pickers gather as separately finished included items just before they ship the order. Also known as a kit.
A kit is an item that has a standard list of components (or included items) you ship when you process an order for that item.
A kit is similar to a pick–to–order model because it has shippable components, but it has no options and you order it directly by its item number, not using the configuration selection screen.
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Configured, ATO, PTO Items
Configured items are Assemble to Order (ATO) items that were created from a model (have a base model).
ATO items have the Assemble to Order attribute set to Yes.
Pick to Order (PTO) items have the Pick Component attribute set to Yes.
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Hybrids
Pick–to–Order models with optional Assemble–to–Order items
Pick–to–Order model containing Assemble–to–Order model
Multi–Level Assemble–to–Order Model (Multi–Level ATO Configuration)
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BOM Item Type
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Base Model
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Assemble-to-Order
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Pick Components (Pick-to-Order)
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Ship Model Complete
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Seeded Templates
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ATO
Item Type BOMItem Type
Base Model
Assemble to Order
Pick Components
ATO Model Model Yes No
ATO Option Class
Option Class
Yes No
ATO Item Standard Yes No
Configured Item
Standard Base Model
Yes No
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PTO
Item Type BOMItem Type
Base Model
Assemble to Order
Pick Components
PTO Model Model No Yes
PTO Option Class
Option Class
No Yes
PTO Item Standard No Yes
Note: There is no configured item in the PTO process.
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Order Management Parameters: Item Validation Organization
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Order Management Parameters: Item Validation Organization
When you enter orders for models, kits, and assemblies in Oracle Order Management, you must define all bills of material in your OM: Item Validation Organization
Using common bills of material, you
can share bills of material that exist in your manufacturing organizations with your item validation organization.
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ATO Model Bill of Material
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PTO Model Bill of Material
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Four Implicit Configuration Rules
Optional
Mutually Exclusive
Min / Max
Quantity Cascade
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Four Implicit Configuration Rules
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Four Implicit Configuration Rules
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Shipping
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ATO Configuration Business Flow
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ATO Configuration Business Flow
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ATO Configuration Business Flow
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ATO Configuration Business Flow
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ATO Configuration Business Flow
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ATO Configuration Business Flow
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ATO Configuration Business Flow
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ATO Configuration Business Flow
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ATO Configuration Business Flow
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ATO Configuration Business Flow
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ATO Configuration Business Flow
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ATO Configuration Business Flow
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ATO Configuration Business Flow
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ATO Configuration Business Flow
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AutoCreate Configuration Items
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ATO Configuration Business Flow
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ATO Configuration Business Flow
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ATO Configuration Business Flow
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ATO Configuration Business Flow
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ATO Configuration Business Flow
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ATO Configuration Business Flow
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ATO Configuration Business Flow
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ATO Configuration Business Flow
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ATO Configuration Business Flow
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ATO Configuration Business Flow
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ATO Configuration Business Flow
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ATO Configuration Business Flow
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ATO Configuration Business Flow
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ATO Configuration Business Flow
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ATO Configuration Business Flow
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ATO Configuration Business Flow
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ATO Configuration Business Flow
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ATO Configuration Business Flow
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ATO Configuration Business Flow
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ATO Configuration Pick Pack Ship
Pick Slip
Packing Slip
Bill of Lading
Invoice
ATO Configuration
ATO Item
ATO Item
ATO Item
Any Invoice Enabled item EXCEPT the ATO Item
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ATO Item Business Flow
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ATO Item Business Flow
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ATO Item Business Flow
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ATO Item Business Flow
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ATO Item Business Flow
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ATO Item Business Flow
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ATO Item Business Flow
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ATO Item Business Flow
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ATO Item Business Flow
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ATO Item Pick Pack Ship
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PTO Configuration Business Flow
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PTO Configuration Business Flow
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PTO Configuration Business Flow
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PTO Configuration Business Flow
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PTO Configuration Business Flow
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PTO Configuration Business Flow
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PTO Configuration Business Flow
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PTO Configuration Business Flow
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PTO Configuration Business Flow
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PTO Configuration Business Flow
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PTO Configuration Business Flow
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PTO Configuration Business Flow
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PTO Configuration Pick Pack Ship
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PTO Item Business Flow
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PTO Item Business Flow
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PTO Item Business Flow
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PTO Item Business Flow
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PTO Item Pick Pack Ship
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Pick Pack Ship Summary
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On-Hand ATO Configuration Business Flow
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On-Hand ATO Configuration Business Flow
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On-Hand ATO Configuration Business Flow
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On-Hand ATO Configuration Business Flow
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On-Hand ATO Configuration Business Flow
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On-Hand ATO Configuration Business Flow
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On-Hand ATO Configuration Business Flow
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On-Hand ATO Configuration Business Flow
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On-Hand ATO Configuration Business Flow
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On-Hand ATO Configuration Business Flow
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Preconfigured Items
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Preconfigured Items
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Preconfigured Items
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Preconfigured Items
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Preconfigured Items
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Preconfigured Items
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Preconfigured Items
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Preconfigured Items
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Preconfigured Items
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Preconfigured Items
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Preconfigured Items
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Preconfigured Items
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Preconfigured Items
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Preconfigured Items
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Configuration Costing
A cost rollup is performed for each new configuration to establish accurate standard costs that are posted to cost of goods sold.
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Configuration Pricing
Price is rolled up from all the items that blow back on the order.
All items must be on the price list even if the price is zero
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Configured (Item) Description
A dynamically generated item description derived from the catalog descriptive elements of the configured bill of material components.
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Configured Description Steps
Create Configured Description Item Catalog Group for the ATO Model
Assign Item Catalog Group to Option Class Items
Define Bills Elements for the ATO Model and Option Class Items
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Create Configured Description Item Catalog Group
Decide what descriptive elements to include in the configured item description– ATO Model and Option Class
Descriptive Element Names must match
– Prefix and/or Suffix can be hard coded into the catalog
– Descriptive Element Names must be unique across Option Classes if they have different values
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Create Configured Description Item Catalog Group
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Create Configured Description Item Catalog Group
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INV: Use item catalog name in the item description
No : Use Item Catalog Group Description
Yes : Use Item Catalog Group Name
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Assign Item Catalog Group to Option Class Items
This should be the same Item Catalog Group Assigned to all the standard items in the Option Class
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Define Bills Elements
This needs to be done for the ATO Model and the Option Classes
Only Pick the Descriptive Elements necessary to drive the Configured Item Description
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Define Bills Elements
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Define Bills Elements - Option Classes
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Define Bills Elements - ATO Model
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Configured Descriptions
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Configured Descriptions
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Configured Descriptions
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Configured Routings
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Configured Routings
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Configured Routings
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Configured Weight and Volume
AutoCreate Configuration Items calculates the weight and volume for the configured item, by rolling up the weight and volume of the components in the OM validation organization.
Multi-level configurations are supported
If weight and volume units of measure are not the same unit of measure conversions are required
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Configured Weight and Volume
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Bills of Materials ParametersInactive Status
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Deactivate Configuration Items
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Bills of Materials Parameters Numbering Method
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Bills of Materials Profile OptionsConfiguration Item Delimiter
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Bills of Materials Profile OptionsConfiguration Item Type
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Bills of Materials Profile OptionsInherit option class operation sequence #
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Bills of Materials Profile OptionsMatch to Existing Configurations
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Bills of Materials Profile OptionsPerform Lead time calculations
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Bills of Materials Profile OptionsUse Custom Match Function
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Bills of Materials Profile OptionsAutomatic Reservation
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Bills of Materials Profile OptionsConfigurator URL of UI Manager
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Work in Process ParametersRespond to Sales Order Changes
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What’s new in 11.5.9
Multi Level Auto Create Supply
Supply to Order Workbench
Enhanced Costing for Configurations
Improved Configuration BOM structure
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References
Oracle Configure to Order Implementation Manual
Oracle Bills of Material Users Guide
Oracle Inventory Users Guide
Oracle Order Management Users Guide
Oracle Order Management Suite Implementation Manual
Oracle Work in Process Users Guide
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QUESTIONS ?
Thank you for attending!
Arne S. Rosen, CPIM, CIRMDARC Corporation125 S. Wacker Drive, Suite 2550Chicago, IL 60606
