A Configure to Order environment is one where the product or service is assembled or kitted on
receipt of the sales order.
Configure to Order: # Includes Pick-to-Order (PTO) and Assemble-to-Order (ATO) items models and h!brids. # "upports buildin# confi#urations usin# other confi#urations as sub-assemblies (multi-level confi#ure to order) # "upports internal sourcin# of ATO models at an! level of $O% # "upports purchasin# of ATO models and items at an! level of the $O% Definitions : Assemble-to-Order Model (ATO Configuration) Assemble-to-Order model consists of& # %odel bill of material with optional items and option selection rules # 'onfi#uration manufactured from mandator! components and selected options Assemble-to-Order Item Assemble-to-Order item consists of& # "tandard bill of material with standard components # Item manufactured from standard components Process flow for Purchase to Order 'onfi#urations (OT)& Oracle Advance plannin# and "chedulin# (AP") must be installed to support purchasin# of ATO items. The followin# dia#ram illustrates the flow of a purchase to order sales order. (ote that this assumes the top-level confi#uration is bein# purchased. 1.Creating ATO Model: 'reate a sample ATO item with the followin# attributes. *efer (ote (ote.+,-.//.- .. 0low for e1ternall! sourced ATO 'onfi#urations into Install $ase and 'ontracts for the item defination. Create ATO Model Item& Inventor! -2 Items -2 %aster Items Item& "34ATO4$564P' 7escription& $u! ATO %odel %enu Tools -2 'op! 0rom Template& ATO %odel 'lick on Inventor! Tab "erial 8eneration9 At *eceipt 'lick on 8eneral Plannin# Tab %ake or $u! 9 $u! "ource T!pe 9 "upplier Assi#n the item to !our "hippin# Or#ani:ation Create ATO Option Classes : Template& ATO Option 'lass "34ATO4P*O')""O* "34ATO4;A*747*I3) "34ATO4%)%O*6 "34ATO4'O<O5* Assi#n the items to !our "hippin# Or#ani:ation Finis Creating te Options for te ATO Configuration: Template& 0inished 8ood "34ATO4=,/%;> "34ATO4.//%;>"34ATO4?8 "34ATO4-+8 "34ATO4.=%)8 "34ATO4-+?%)8 "34ATO4"I<3)*4'A"I(8 "34ATO4$<A'@4'A"I(8 "34ATO4?A4737 *O% "34ATO4%O7)% Assi#n the items to !our "hippin# Or#ani:ation Assign Items to a !ri"e #ist : Price lists consist of a header re#ion where !ou can define #eneral information such as effective dates and currenc! and price list lines that define item andBor item cate#or! prices. 6ou can define and maintain multiple price lists. OM $esponsibilit% -& !ri"ing -& !ri"e #ists -& !ri"e #ist 'etup Cuer! on Price <ist 'orporate Finis assigning Items to a !ri"e #ist : Define Assemblies and Components: (OM $esponsibilit% -& (ills -& (ills "i#n on into !our %aster Or#ani:ation ;eader& Item ;eader& Item& "34ATO4;A*747*I3) %ain Tab& Item "eD 9 -/ 'omponent 9 "34ATO4?8 Cuantit! 9 - Order %ana#ement Tab 9 'heck Optional Item "eD 9 -/ 'omponent 9 "34ATO4-+8 Cuantit! 9 - Order %ana#ement Tab 9 'heck Optional "ave 'lick Tools B create 'ommon $ill 'hoose all or#ani:ations and O@ Place cursor on Item field and click on the E Icon on the Toolbar *epeate the same for followin# items and create a $ill. "34ATO4P*O')""O* F Add 0ollowin# components "34ATO4=,/%;> and "34ATO4.//%;> "34ATO4%)%O*6 F Add 0ollowin# components "34ATO4.=%)8 and "34ATO4-+?%)8 "34ATO4'O<O5* F Add 0ollowin# components "34ATO4"I<3)*4'A"I(8 and "34ATO4$<A'@4'A"I(8 Define te ATO Model : (OM $esponsibilit% -& (ills -& (ills ;eader item "34ATO4$564P' F Add the followin# components. "34ATO4P*O')""O* "34ATO4;A*747*I3) "34ATO4%)%O*6"34ATO4'O<O5* "34ATO4?A4737 *O% and "34ATO4%O7)% )erif% te (OM (OM $esponsibilit% -& (ills -& Indented (ills Item 9 "34ATO4$564P' 'lick 0ind (otice the Option 'lasses alon# with the Optional and %andator! Item .. 'lick on the EE si#n to e1pand the $O% to its lower levels of components
3erif! that the Option 'lasses are as defined above. "o we have defined the ATO %odel item. Create 'our"ing $ule: !ur"asing $esponsibilit% -& 'uppl% (ase -& 'our"ing $ules Coose !our shippin# or#. when prompted "ourcin# rule name& "34ATO4"O5*')4*5<) 'lick on All Or#s 'lick on )ffective 7atesG s!sdate is defaulted T!pe 9 $u! 0rom "upplier 9 Ace 7esi#ners "ite 9$an#alore Allocation 9 -// *ank 9 - "ave. 'heck the plannin# is active. Assign 'our"ing $ule: !ur"asing $esponsibilit% -& 'uppl% (ase -& Assign 'our"ing $ules Cuer! assi#nment "et- "upplier "chedulin# 'reate a new line Assi#ned to T!pe& Item-Or#ani:ation Or#ani:ation 9 shippin# or#ani:ation 'ustomer 9 blank Item 9 "34ATO4$564P' T!pe 9 "ourcin# *ule "ource 9 "34ATO4"O5*')4*5<) 'et default sour"ing rule: '%stem Administrator -& !rofile -& s%stem )nter profile option name& %*P& 7efault "ourcin# Assi#nment "et 3alue - "upplier "chedulin# "ourcin# setup is 'omplete. This ATO model can be used in both Dropsip as well as (a"* to (a"* senario. 1.D$O!'+I! sale order process for 'TO item& ,nter Order: OM $esponsibilit% -& Orders $eturns -&-'ales Orders a. )nter 'ustomer name <ine Items Tab pa#e )nter the item H"34ATO4$564P'I In "hippin# Tab pa#e select the H"ource T!peI as H)1ternalI for 7ropship Order. "ave the details. Order (umber is .JK=J. 'lick 'onfi#urator. The followin# screen is launched. "elect the items. 'lick 0inish. (ow the selected items are available in the "ale Order 0orm. "ave the details. $ook the Order. (ow the Order and <ine status is booked. To 'reate 'onfi#urated item 'lick Actions 2 Pro#ress Order 2 Ok 'reate 'onfi#uration F )li#ible 2 Ok The Item H"34ATO4$564P'L+,?K,=I is created with line number -.-../. "tatus of the line is H"uppl! )li#ibleI. To create "uppl! Order )li#ible "elect the line -.-./ and click Actions 2 Pro#ress Order 2 Ok 'reate "uppl! Order F )li#ible 2 O@. 'heck the Morkflow "tatus of the line -.-../. "elect the line -.-../ 0rom the menu select Tools 2 Morkflow "tatus. ;ere are the workflow status details. Morkflow is deferred at the activit! HPurchase *elease F7eferredI. *un the HMorkflow $ack#round ProcessI for the item t!pe HO% Order <ineI. ;ere is the workflow status after runnin# the HMorkflow $ack#round ProcessI. "tatus of the line -.-../ becomes HAwaitin# *eceiptI. (ow the record is be available in po4reDuisitions4interface4all table with interface4source4code as HO*7)* )(T*6I. 0or 7ropship Order interface4source4code is HO*7)* )(T*6I. (ote & 0or $ack-to-$ack Order interface4source4code is H'TOI. *un the H*eDuisition ImportI pro#ram for the Import "ource HO*7)* )(T*6I "earch this item H"34ATO4$564P'L+,?K,=I in *eDuisition "ummar! 0orm to find the reDuisition number. (avi#ation 7etails& *eDuisitions 2 *eDuisition "ummar!. The reDuisition H-=+-,I is created in HApprovedI "tatus. Autocreate this *eDuisition -=+-, into a PO.(avi#ation& Autocreate PO ,?K/ is created. Approve the PO ,?K/. PO shows 7ropship "ale order details attached to it. The details of the H"34ATO4$564P'L+,?K,=I item will be attached at the line level attachments with the bill of material details for this confi#uration. *eceive the PO ,?K/ (avi#ation& *eceivin# 2 *eceipts )nter the serial number for the item H"34ATO4$564P'L+,?K,=I "ave the details. *eceipt +J,+/ is created. (ow 'heck the "ale Order H.JK=JI. The line item H"34ATO4$564P'L+,?K,=I status is shipped. 'heck the "hippin# Tab pa#e. Ct! "hipped is - for all the line items. Thus material is shipped to the 'ustomer b! "upplier and we did the lo#ical recievin# in the Application. +.(a"* to (a"* sale order process for 'TO item. The sale order creation for 7ropship and back to back order sale order process is same. $ut make note that in $ack to back source t!pe is Internal at the shippin# tab. *epeat the same steps as above till the point create "uppl! odrder eli#ible.and note the line status for "34ATO4$564P'L+./K,= H)1ternal *eDuisition *eDuestedI. (ow the record is be available in po4reDuisitions4interface4all table with interface4source4code as H'TOI. *un *eDuisition Import. (ote the status of line at sale order form. Its N)1ternal *eD OpenO. Autocreate the reDuisition to PO and check the sale order line status its NPO OpenO *eceivin# is done for the PO and the sale order line status chan#ed to HAwaitin# "hippin#I Confirm Item is A-ailable in In-entor%. (avi#ate to On-hand availabilit!-2Item "uppl! demand. !i"* $elease: OM $esponsibilit% -& 'ipping -& $elease 'ales Orders -& $elease 'ales Orders Order Tab& Order (umber& )nter order number "hippin# Tab& *elease "eDuence *ule& An! from the <O3 Auto'reate 7eliveries& 6es Inventor! Tab& Marehouse& )nter !our "hippin# Or#ani:ation Pick "lip 8roupin# *ule& An! from <O3 Auto Allocate& 6es 'lick the 'oncurrent button 7ocumet the concurrent reDuest number. 3iew %enu -2 *eDuests 'lick on the 0ind button. 0ind !our I7 for the Pick "election <ist 8eneration reDuest. *ecord the status of the reDuest (ote& If the pick release fails to release the confi#ured item it ma! have been unable to allocate the ri#ht serial numberG In that case transact the move order (in Inventor!) view the allocation enter the serial number in the <ot-"erial window and transact the move order. (ow 'heck the "ale Order H.JK==I. The line item H"34ATO4$564P'L+./K,=I status is shipped. 'heck the "hippin# Tab pa#e. Ct! "hipped is - for all the line items.