ATO Configuration Cycle in Order Management

6/24/2016
Document844847.1
ATOConfigurationCycleInOrderManagement(DocID844847.1)
InthisDocument
Purpose
Scope
Details
SetupSteps
Createitems
Assignasalespricetothenewlycreateditems
Createstockforthepurchaseditems(options)forasufficienttestquantity
CreateBillOfMaterials(BOMs)
Testflowsteps
SalesOrdercreation
ConfiguretheATOmodel
GeneratetheConfiguredItem
GeneratetheWIPdiscretejob
ProgresstheWIPjob
CompletetheWIPjob
Pickreleasetheconfigureditemline
Shipconfirmtheconfigureditemline
Closetheconfigureditemlineandinvoicingprocess
References
APPLIESTO:
OracleOrderManagementVersion11.5.8to12.1.1[Release11.5.8to12.1]
Informationinthisdocumentappliestoanyplatform.
***Checkedforrelevance19May2013***
PURPOSE
ThisdocumentisintendedtohelpuserssuccessfullysetuporganizationsforthepurposeofIntercompanyInvoicingthroughthe
OracleInventoryApplication.
ThepurposeofthisbulletinistoprovideOracleCustomerswithagoodunderstandingandthetobuildatestcaseforbasic
ATOConfigurations
SCOPE
ThisdocumenthelpstheSupportEngineersandOracleCustomerstounderstandthesetupstepswiththerelevantsetup
neededtocreatesimpletestcaseforATOConfigurations.
ScreenshotsofsetupsandtestcaseinthisnoteweredoneinanR11.5.10instanceonanOracleInternalTestInstance.
DETAILS
SetupSteps
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Login
User:OPERATIONS/WELCOME
Responsibility:ManufacturingandDistributionManager
Createitems
1.TosetupanATOModelafewitemsareneededtogetaBOMminimumskeleton.Throughthisexample,anATOitem
(parent),anoptionclassand3components(purchaseditems)areneeded.
=>NavigatetoInventory>Items>MasterItems
Selectorganization:
V1(VisionOperations)
=>EnterItemNameandDescription(withXX=yourinitials):
Modelitemname:XXAtoModelM01
Description:XXAtoModelM01
=>GotoTools>CopyFrom:
Applythe'ATOModel'template
IntheOrderManagementtab,checkthattheAssembletoOrderflag(ATO)ischecked.
IntheGeneralPlanningtab,checktheMakeorBuyflagtoMake.
=>Savetherecord,andassigntheitemtoOrganizationM1.
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2.SimilarlycreateOptionClassitem'XXOCModelM01'usingthe'ATOOptionClass'template,andthethreepurchaseditems
like'XXPurchItem1M01'usingthePurchaseditemtemplate.AssignthemalltoM1.
TheOptionClassitemhasaWIPSupplyTypeas'Phantom'.
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Assignasalespricetothenewlycreateditems
NavigatetoPricing>PriceList>PriceListSetup.Confirmitisactive.
CreateaspecificPriceList(orqueryup'Corporate'toaddthemtoit)andgototheListLineszone.
ClickontheNewbuttoninthetoolbar,enterthefollowinginformationforeachofthecreateditems,thenclickonSave
ProductContext:Item
ProductAttribute:ItemNumber
ProductValue:XXAtoModelM01
Value:15.5(oranyothervalue)
Leaveotherfieldswithdefaultvalues
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Createstockforthepurchaseditems(options)forasufficienttestquantity
NavigatetoInventory>Transactions>MiscellenaousTransactions
Selectorganization:M1(Seattlemanufacturing)
Type:AccountAliasReceipt(selectwhateversource)
Subinventory:FloorStock(forex.)
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CreateBillOfMaterials(BOMs)
TheBOMtobebuiltforthetestcasewillbeassimpleasthefollowing:
UsingaBOMResponsibility,youcaneithercreatetheBOMinV1Org.thencopyittoM1,ortocreateitinM1Org.andmakeit
aCommonBOM.
TheBOMhastoexistinboththeOU(ValidationOrg.)andtheShippingOrg.
ModelRoutinghastobecreatedfirst
ModelBOMtobethencreated,preferablystartingforthelowerlevel
=>NavigatetoBOM>Routings>Define
EnterthenewlycreatedATOModelitemname
Addoperations10&20using(predefined)StandardOperations
Save
=>UsingaBOMResponsibility,navigatetoBOM>BillOfMaterials>Define
EnterthenewlycreatedOptionClassitemname
AddthecomponentsoftheOptionClass,herePurchaseditems2and3areoptional
Save
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ThenentertheModelitemname
AddtheoptionclassandthePurchaseditem1(asmandatoryitems)
Setthepurchaseditem1havingamandatoryquantityof2
Save
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=>NoticethattheOptionClasskeepsaSupplyTypeasPhantom.
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Testflowsteps
TheflowdescribesthestepsfromtheATOSalesOrdercreationtoitsclosure.Makesurethatthetestinguserhassufficient
ShippingRole/GrantstoprocessalltheWSHstepsinOrg.M1
SalesOrdercreation
ChangeofResponsabilityto:OrderManagementSuperUser,VisionOperations(USA)
NavigatetoOrders,Returns>SalesOrder(orOrderorganizer)>enternewS/O
SelectM1astheWarehouse(Otherstab)
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GototheLinestabandenteryourmodelitem
Item:XXAtoModelM01
Enterthelinequantity
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ConfiguretheATOmodel
ClickontheConfiguratorbuttontoopentheCZselectorandtoselectthemodeloptions
Noticethat
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theitem'XXOCModelM01'hasaredstarinthemodeltree:thistoindicatethatacomponent(atleast)oftheoptionclass
ismandatory
thePurchaseditem1doesnotappearasbeingmandatoryandnotanoption
Selectthedesiredcomponents
Clickonthe'Finish'buttonwhencompleted,i.e.whentheconfigurationiscomplete
=>Thecursorisbacktothesalesorderentryformandtheordercanbebookedastheconfigurationiscomplete:
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GeneratetheConfiguredItem
=>TheATOmodellineworkflowhasnowprogressedtothe'Createconfigurationeligible'activity.
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FromtheATOmodelline,theconfigured(ATOitemor'star'item)isreadytobecreated:
SelectActions>ProgressOrder
ClickOK
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=>Thiscreatestheconfigureditemonline1.1..0:
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ThislineWFisat'CreateSupplyOrderEligible'activity:
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GeneratetheWIPdiscretejob
Fromtheconfigureditemline,theWIPdiscretejobisreadytobecreated:
SelectActions>ProgressOrder
ClickOK
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=>ThislaunchesaConcurrentRequestprocess:
=>TheresultoftherequestisseeninViewrequests:ATOMassLoadReport.
TheoutputshowstheWIPDiscreteJobOrdernumberfortheATOitem:
=>PlacethecursorontheconfigureditemlineinS/Oentryform,andyoullcheckthattheReservedQuantity=2.
=>TheJobnamecanbecheckedfromtheS/Oentryformbyusingthemenuoptions:
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.Tools>Scheduling>ReservationsDetails
.TheWIPjoborderinheritsthesalesorderquantityoftheconfigureditem.
ProgresstheWIPjob
ItisnecessarytoprogresstheWIPdiscretejobuptocompletioninordertofulfillthereservedsalesorderdemandofthe
configureditemline.Thentheconfigureditemwillhavesomestocktobepickreleasedandshippedagainstthesalesorder.
=>ChangetoaManufacturing/WIPresponsibilitytocheckthejobnumbercreatedinunreleasedstatusinOrg.M1.
.Navigate:WIP>DiscreteJobs>Discrete
.Querythejobnumber(ortheconfigureditemastheAssembly):98704
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=>ChangeitsstatustoReleasedandsave:
ThelinkwiththeSalesOrderlineisshownwhenclickingontheSalesOrdersbutton:
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=>Thediscretejoborderisnowreadytobeprogresseduntilfinalcompletion.Todothis,it'srequiredtomovethestart
quantityfromthefirstroutingoperation(StepQueueofOperation10)tothelastone(atToMovestepofOperation20):
Navigate:WIP>MoveTransactions>MoveTransactions
.Querythejobname(ortheAssembly)
.Setthetransactedquantity
.SelecttheFrom/TointheOperationszone
.Savethemovetransaction
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CompletetheWIPjob
=>AsthefullWIPjobquantityhasbeentransferredtothelaststepofthelastoperation,itcanbecompleted.Thiswillcreate
thestockoftheconfigureditem,reservedfortheparticularS/Oline.
.TodirectlysettheWIPjobascompleted,navigateto:WIP>Materialtransactions>CompletionTransactions.
.Querythejobnumber
.Selectthesubinventorywherethestockisplaced
.Setthecompletedquantity
.Clickthe'Done'button
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=>TheWIPjoborderhasnowa'complete'statusandshowsthecompletedquantity:
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Pickreleasetheconfigureditemline
Responsibility:OrderManagementSuperUser,VisionOperations(USA)
=>Atthisstage,thesalesorderlineoftheConfigureditemisatawaitingshippingstatus:
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=>TheLineisreadytobepickreleased.
Navigate:OrderManagement>Shipping>Transactions
.IntheLines/LPNtab,verifythatthelinestatusisReadytoRelease
.SelecttheLaunchPickReleaseoptionfromtheActionsmenu
.clickontheGobutton
.Thislaunchesthepickreleaseconcurrentrequestforthedelivery.
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=>Thedeliveryisnowreadytobeshipconfirmed.
Shipconfirmtheconfigureditemline
Navigate:OrderManagement>Shipping>Transactions
.(Re)QuerytheSalesOrder
.IntheLines/LPNtab,verifythatthestatusisStaged/PickReleased
.ConfirmtheShippedquantity=Pickedquantity
.SelecttheDeliverytab
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.SelecttheShipConfirmoptionfromtheActionsmenu
.clickontheGobutton
.KeeptheShipEnteredQuantitiesradiobuttoncheckedontheShipConfirmform
.Checkthefeedbackmessage(ITSrun)
.WhenITShasranfine,thecursorisbacktothedeliverytaboftheShippingTransactionsform.Thedeliveryisnowat
Closedstatus.
Closetheconfigureditemlineandinvoicingprocess
=>WhenITShasranfine,theconfigureditemlinehasShippedstatus.Thedeliverystatuscanberetrievedfromthesales
orderlinethroughtheActions>Additionallinedetailsoption.
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=>Theconfigureditemlineworkflowisnowinfulfilldeferredactivity.
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=>ButonlytheATOmodellinewillbeinvoicedandwillprogresstoinvoicingactivitywhentheWFbackgroundhasran:
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=>TheSalesOrderlines(onlycomponentsmarkedasoptionalinBOMcanbeshownoninvoiceinadditiontotheATO
model):
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ThiscompletesthestepsfortheATOConfigurationstestflow
RefertotheOracleOrderManagementUserGuideandtheOracleConfigureToOrderImplementationGuidefor
documentationonATOConfigurations(referredtointhispageastheUserandImplementationGuides).
REFERENCES
NOTE:190028.1FlowforATOConfigurations
NOTE:743389.1OrderManagementTestcaseRepositoryLibrary
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