E2E - ATO Creation, Order Management Order & Shipment

ObjectiveThis E2E show the BOM setup, sale, manufacture and shipping of an ATO Model.ATO Model is as FollowItemBOM Item TypeBOM Optional Flag

XX Item ATO ModelModelN/A

XX Item OptionOption ClassDisabled

XX Item2StandardEnabled

XX Item3StandardEnabled

XX Item RM2StandardDisabled

XX Item RM3StandardDisabled

Customer will be able to sell the following configurations:Configuration1ItemBOM Item TypeBOM Optional Flag

XX Item ATO Model*XXXXXXX

XX Item ATO Model

XX Item OptionOption ClassDisabled

XX Item2StandardEnabled

XX Item RM2StandardDisabled

XX Item RM3StandardDisabled

Configuration2ItemBOM Item TypeBOM Optional Flag

XX Item ATO Model*YYYYYYYY

XX Item ATO Model

XX Item OptionOption ClassDisabled

XX Item3StandardEnabled

XX Item RM2StandardDisabled

XX Item RM3StandardDisabled

StepsCreate ATO Model ItemItem Attributes BOM Item Type = Model

Assemble to Order = Yes

Create ATO Option Class Items Item Attributes

BOM Item Type = Option Class

Assemble to Order = Yes

Add Above Items to Price List

Create Option Class BOMComponents are Option Class and the need to be defined as Optional

Create ATO Model BOMComponents can be Purchased Items and/or Option Class items

Ensure that OM Lines Workflows handle ATO transactionsConfigured Item

Setup Sourcing Rule/Assignment Set for the ATO Item.Indicate the ATO Item is a Make item in the particular plant.

Ensure the Configuration Item Segment has been setup in the Organization.

Create Sales Order for the Model

Enter the options in the Configurator

Progress the Line and Create Configuration (See below)Oracle creates a Configuration and insert it in the sales order. Configuration is item concatenated with the item segment defined above

Oracle will launch a concurrent request that push the data from OM to WIP.

OM Line status is Production Open

Manufacture the ModelOracle does backward schedule

Release/Complete the JobSales Order Change to Awaiting Shipping

Setup ATO ModelCreate ATO Model using the ATO Model item template and assign it toyour plant and the OM Validation Organization.

Ensure that the BOM Item type is Model in the Bills of Material tab and the Assemble to Order check box is checked in the Order Management tab.

Create ATO Option Class item using the ATO Option Class item template and assign it to OM Validation Organization.

Ensure that the BOM Item type is Option Class in the Bills of Material tab and the Assemble to Order check box is checked in the Order Management tab

Add Model, Class and Items to Price List

Setup an ATO BOM for Option Classes and ModelCreate Model and Option Class BOMs. They have to be Plant and the Order Management Validation Organization. Click Optional in the Optional Items.Bill of Material > Bills > Bills Option Class

Model

Create a Common Bill in the OM Validation and Master OrganizationIndented BOM of the Model

Setup Transaction TypesTransaction Type Workflows have to be created to handle all ATO transactions:Order Management > Set Up > Transaction Types

Other SetupSourcing Rule/AssigmentEnsure that your model has a sourcing rule/assigment set assigmentSourcing Rule

Assigment Set Assigment

Configuration Item SegmentEnsure that the Configuration Item Number has been setup in the BOM Parameters of the Plant Organization and Item Validation Organization

Create a Sales Order for the ModelEnter the Model line.

Configure as per requirement.

Book the Order

Progress Model line (It will Insert the Configure Item in OE_ORDER_LINES_ALL) table. Once the Order is Booked go to line items and right click on the ATO Item and Progress the Order. The same can be achieved from Actions:

Oracle creates a Configuration and insert it in the sales order

Progress the configure order line, it will push the data from OM to WIP by submitting the Concurrent program.

Open the output of the Concurrent program and note down the WIP Job ID.

Note the configuration item sales order line status

Manufacture the ModelLogin to WIP and then go to Discrete Jobs and query for Job ID.

Note that Oracle did backwards scheduleRelease the JobComplete the job ID.

Sales Order Line Status changed to Awaiting Shipping

Ship the Model

Pick Release the Order

If WMS enabled Org, review the WMS Board

Pick ConfirmPick DropShip

Finally close the Order lineRun the Workflow Back Ground Process to place the shipped line in the Invoice Interface tableRun the Autoinvoice Process