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 hybrids. # Supports building configurations using other configurations as sub-assemblies (multi-level configure to order) # Supports internal sourcing of ATO models at any level of BOM # Supports purchasing of ATO models and items at any level of the BOM Definitions : Assemble-to-Order Model (ATO Configuration) Assemble-to-Order model consists of: # Model bill of material with optional items and option selection rules # Configuration manufactured from mandatory components and selected options Assemble-to-Order Item Assemble-to-Order item consists of: # Standard bill of material with standard components # Item manufactured from standard components Process flow for Purchase to Order Configurations NOTE: Oracle Advance planning and Scheduling (APS) must be installed to support purchasing of ATO items. The following diagram illustrates the flow of a purchase to order sales order. Note that this assumes the top-level configuration is being purchased.

1.Creating ATO Model: Create a sample ATO item with the following attributes. Refer Note Note.251600.1 .. Flow for externally sourced ATO Configurations into Install Base and Contracts for the item defination. Create ATO Model Item: Inventory -> Items -> Master Items Item: SV_ATO_BUY_PC Description: Buy ATO Model Menu Tools -> Copy From Template: ATO Model Click on Inventory Tab Serial Generation= At Receipt Click on General Planning Tab Make or Buy = Buy Source Type = Supplier Assign the item to your Shipping Organization

Create ATO Option Classes : Template: ATO Option Class SV_ATO_PROCESSOR, SV_ATO_HARD_DRIVE, SV_ATO_MEMORY, SV_ATO_COLOUR Assign the items to your Shipping Organization Finish Creating the Options for the ATO Configuration: Template: Finished Good

SV_ATO_450MHZ, SV_ATO_600MHZ,SV_ATO_8G, SV_ATO_12G, SV_ATO_64MEG, SV_ATO_128MEG, SV_ATO_SILVER_CASING, SV_ATO_BLACK_CASING, SV_ATO_8X_DVD ROM, SV_ATO_MODEM Assign the items to your Shipping Organization Assign Items to a Price List : Price lists consist of a header region where you can define general information such as effective dates and currency, and price list lines that define item and/or item category prices. You can define and maintain multiple price lists. OM Responsibility -> Pricing -> Price Lists -> Price List Setup Query on Price List Corporate

Finish assigning Items to a Price List :

Define Assemblies and Components: BOM Responsibility -> Bills -> Bills Sign on into your Master Organization Header: Item Header: Item: SV_ATO_HARD_DRIVE

Main Tab: Item Seq = 10 Component = SV_ATO_8G Quantity = 1 Order Management Tab = Check Optional Item Seq = 10 Component = SV_ATO_12G Quantity = 1 Order Management Tab = Check Optional Save Click Tools / create Common Bill Choose all organizations and OK Place cursor on Item field and click on the + Icon on the Toolbar

Repeate the same for following items and create a Bill. SV_ATO_PROCESSOR Add Following components SV_ATO_450MHZ and SV_ATO_600MHZ SV_ATO_MEMORY Add Following components SV_ATO_64MEG and SV_ATO_128MEG SV_ATO_COLOUR Add Following components

SV_ATO_SILVER_CASING and SV_ATO_BLACK_CASING

Define the ATO Model : BOM Responsibility -> Bills -> Bills Header item SV_ATO_BUY_PC Add the following components. SV_ATO_PROCESSOR, SV_ATO_HARD_DRIVE, SV_ATO_MEMORY,SV_ATO_COLOUR, SV_ATO_8X_DVD ROM and SV_ATO_MODEM

Verify the BOM BOM Responsibility -> Bills -> Indented Bills Item = SV_ATO_BUY_PC Click Find Notice the Option Classes along with the Optional and Mandatory Item .. Click on the ++ sign to expand the BOM to its lower levels of components Verify that the Option Classes are as defined above.

So we have defined the ATO Model item.

Create Sourcing Rule: Purchasing Responsibility -> Supply Base -> Sourcing Rules Choose your shipping org. when prompted Sourcing rule name: SV_ATO_SOURCE_RULE Click on All Orgs Click on Effective Dates; sysdate is defaulted Type = Buy From Supplier = Ace Designers Site =Bangalore Allocation = 100 Rank = 1, Save. Check the planning is active.

Assign Sourcing Rule: Purchasing Responsibility -> Supply Base -> Assign Sourcing Rules Query assignment Set- Supplier Scheduling Create a new line Assigned to Type: Item-Organization Organization = shipping organization Customer = blank Item = SV_ATO_BUY_PC Type = Sourcing Rule Source = SV_ATO_SOURCE_RULE

Set default sourcing rule: System Administrator -> Profile -> system Enter profile option name: MRP: Default Sourcing Assignment Set Value - Supplier Scheduling

Sourcing setup is Complete. This ATO model can be used in both Dropship as well as Back to Back senario. 1.DROPSHIP sale order process for CTO item: Enter Order: OM Responsibility -> Orders Returns ->-Sales Orders a. Enter Customer name

Line Items Tab page, Enter the item SV_ATO_BUY_PC

In Shipping Tab page, select the Source Type as External for Dropship Order.

Save the details. Order Number is 63743. Click Configurator. The following screen is launched. Select the items.

Click Finish.

Now the selected items are available in the Sale Order Form. Save the details.

Book the Order.

Now the Order and Line status is booked.

To Create Configurated item, Click Actions > Progress Order > Ok

Create Configuration Eligible > Ok

The Item SV_ATO_BUY_PC*258754 is created with line number 1.1..0. Status of the line is Supply Eligible.

To create Supply Order Eligible, Select the line 1.1.0 and click Actions > Progress Order > Ok

Create Supply Order Eligible > OK.

Check the Workflow Status of the line 1.1..0. Select the line 1.1..0 , From the menu, select Tools > Workflow Status.

Here are the workflow status details.

Workflow is deferred at the activity Purchase Release Deferred. Run the Workflow Background Process for the item type OM Order Line.

Here is the workflow status after running the Workflow Background Process.

Status of the line 1.1..0 becomes Awaiting Receipt.

Now the record is be available in po_requisitions_interface_all table with interface_source_code as ORDER ENTRY. For Dropship Order, interface_source_code is ORDER ENTRY. Note : For Back-to-Back Order, interface_source_code is CTO. Run the Requisition Import program for the Import Source ORDER ENTRY

Search this item SV_ATO_BUY_PC*258754 in Requisition Summary Form to find the requisition number. Navigation Details: Requisitions > Requisition Summary.

The requisition 14215 is created in Approved Status.

Autocreate this Requisition 14215 into a PO.Navigation: Autocreate

PO 5870 is created.

Approve the PO 5870.

PO shows Dropship Sale order details attached to it.

The details of the SV_ATO_BUY_PC*258754 item will be attached at the line level attachments with the bill of material details for this configuration.

Receive the PO 5870 Navigation: Receiving > Receipts

Enter the serial number for the item SV_ATO_BUY_PC*258754

Save the details.

Receipt 23520 is created.

Now Check the Sale Order 63743. The line item SV_ATO_BUY_PC*258754 status is shipped.

Check the Shipping Tab page. Qty Shipped is 1 for all the line items.

Thus material is shipped to the Customer by Supplier and we did the logical recieving in the Application. 2.Back to Back sale order process for CTO item. The sale order creation for Dropship and back to back order sale order process is same. But make note that in Back to back source type is Internal at the shipping tab.

Repeat the same steps as above till the point create Supply odrder eligible.and note the line status for SV_ATO_BUY_PC*260754 External Requisition Requested.

Now the record is be available in po_requisitions_interface_all table with interface_source_code as CTO. Run Requisition Import.

Note the status of line at sale order form. Its External Req Open.

Autocreate the requisition to PO and check the sale order line status its PO Open

Receiving is done for the PO and the sale order line status changed to Awaiting Shipping

Confirm Item is Available in Inventory. Navigate to On-hand, availability->Item Supply demand.

Pick Release: OM Responsibility -> Shipping -> Release Sales Orders -> Release Sales Orders Order Tab: Order Number: Enter order number

Shipping Tab: Release Sequence Rule: Any from the LOV, AutoCreate Deliveries: Yes

Inventory Tab: Warehouse: Enter your Shipping Organization Pick Slip Grouping Rule: Any from LOV Auto Allocate: Yes Click the Concurrent button , Documet the concurrent request number.

View Menu -> Requests Click on the Find button. Find your ID for the Pick Selection List Generation request. Record the status of the request Note: If the pick release fails to release the configured item, it may have been unable to allocate the right serial number; In that case transact the move order (in Inventory), view the allocation, enter the serial number in the Lot-Serial window and transact the move order.

Now Check the Sale Order 63744. The line item SV_ATO_BUY_PC*260754 status is shipped.

Check the Shipping Tab page. Qty Shipped is 1 for all the line items.