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lATO cycle in Orace applications
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In this Document Purpose Scope and Application ATO Configuration Cycle In Order Management 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: 11.5.7 to 12.1.1 - Release: 11.5 to Oracle Order Management - Version: 11.5.8 to 12.1.1 [Release: 11.5 to ] Information in this document applies to any platform.
Purpose
The purpose of this bulletin is to provide Oracle Customers with a good understanding and the to build a test
Scope and Application
This document helps the Support Engineers and Oracle Customers to understand the setup steps with the re Screen shots of setups and test case in this note were done in an R11.5.10 instance on an Oracle Internal Te
ATO Configuration Cycle In Order Management
Setup Steps
Login
User : OPERATIONS / WELCOME Responsibility : Manufacturing and Distribution Manager
Create items
ATO Configuration Cycle In Order Management [ID 844847.1]
Modified 07-OCT-2010 Type BULLETIN Status
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1. To setup an ATO Model a few items are needed to get a BOM minimum skeleton. Through this example, a => 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 Work in Process tab, make sure the Build in WIP flag 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 threeM1. The Option Class item has a WIP Supply Type as 'Phantom'.
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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
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
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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.)
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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) :
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Using a BOM Responsibility, you can either create the BOM in V1 Org. then copy it to M1, or to create it in MThe 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
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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
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=> Notice that the Option Class keeps a Supply Type as Phantom.
Testflow steps
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The flow describes the steps from the ATO Sales Order creation to its closure. Make sure that the testing use
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
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Configure the ATO model
Click on the Configurator button to open the CZ selector and to select the model options
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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 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
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=> The cursor is back to the sales order entry form and the order can be booked as the configuration is comp
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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
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Click OK
=> This creates the configured item on line 1.1..0 :
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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
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=> 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
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=> Place the cursor on the configured item line in S/O entry form, and you’ll check that the Reserved Quantity=> 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 deand shipped against the sales order.
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=> Change to a Manufacturing/WIP responsibility to check the job number created in unreleased status in Org
. Navigate : WIP -> Discrete Jobs -> Discrete
. Query the job number (or the configured item as the Assembly) : 98704
=> Change its status to Released and save :
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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 movMove 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
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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.. To directly set the WIP job as completed, navigate to : WIP > Material transactions > Completion Transactio
. Query the job number
. Select the subinventory where the stock is placed
. Set the completed quantity
. Click the 'Done' button
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=> The WIP job order has now a 'complete' status and shows the completed quantity :
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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.
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=> 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
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. 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 delive
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 f
=> The configured item line workflow is now in fulfill deferred activity.
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=> But only the ATO model line will be invoiced and will progress to invoicing activity when the WF backgroun
=> The Sales Order 16567 lines (only components marked as optional in BOM can be shown on invoice in adReceivables :
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This completes the steps for the ATO Configurations testflow Refer to the Oracle Order Management User Guide and the Oracle Configure To Order Implementation GuideGuides).
References
NOTE:190028.1 - Flow for ATO Configurations NOTE:743389.1 - Order Management Testcase Repository Library
Attachments
ARlines.jpg (51.12 KB) ATObom.jpg (58.88 KB) ATObom2.jpg (57.83 KB) IndentedBOM.jpg (67.53 KB) MasterItem.jpg (58.08 KB) OCbom.jpg (58.77 KB) OCitem.jpg (52.74 KB) PriceList.jpg (68.63 KB) SOcz1.jpg (43.23 KB) SOcz2.jpg (48.92 KB) SOheader.jpg (62.17 KB) SOline1.jpg (68.62 KB) SOline10.jpg (64.89 KB) SOline10WF.jpg (41.88 KB) SOline11.jpg (71.93 KB) SOline2.jpg (68.43 KB)
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Related
Products
Oracle E-Business Suite > Order Management > Order Management > Oracle Order Management Oracle E-Business Suite > Order Management > Order Management > Oracle Order Management
Keywords
CONFIGURATOR; CLASS; MODEL; ATO MODEL; BILL OF MATERIALS; COMPLETION TRANSACT
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