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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.

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