E2E - ATO Creation, Order Management Order &

Shipment
Objective
This E2E show the BOM setup, sale, manufacture and shipping of an ATO Model.
ATO Model is as Follow
Item

BOMItemType

BOMOptionalFlag

XXItemATOModel

Model

N/A

XXItemOption

OptionClass

Disabled

XXItem2

Standard

Enabled

XXItem3

Standard

Enabled

XXItemRM2

Standard

Disabled

XXItemRM3

Standard

Disabled

Customer will be able to sell the following configurations:

Configuration1
Item

BOMItemType

BOMOptionalFlag

XXItemOption

OptionClass

Disabled

XXItem2

Standard

Enabled

XXItemRM2

Standard

Disabled

XXItemRM3

Standard

Disabled

BOMItemType

BOMOptionalFlag

XXItemOption

OptionClass

Disabled

XXItem3

Standard

Enabled

XXItemRM2

Standard

Disabled

XXItemRM3

Standard

Disabled

XXItemATO
Model*XXXXXXX
XXItemATOModel

Configuration2
Item
XXItemATO
Model*YYYYYYYY
XXItemATOModel

Steps
Create ATO Model Item

Item 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 BOM
Create ATO Model BOM
Ensure that OM Lines Workflows
handle ATO transactions
Setup Sourcing Rule/Assignment Set
for the ATO Item.
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)

Components are Option Class and the need to

be defined as Optional
Components can be Purchased Items and/or
Option Class items
Configured Item
Indicate the ATO Item is a Make item in the
particular plant.

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.

Manufacture the Model

Release/Complete the Job

OM Line status is Production Open

Oracle does backward schedule
Sales Order Change to Awaiting Shipping

Setup ATO Model

Create ATO Model using the ATO Model item template and
assign it to
your 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 Model

Create 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

Organization
Indented BOM of the Model

Setup Transaction Types

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

Other Setup
Sourcing Rule/Assigment
Ensure that your model has a sourcing rule/assigment set
assigment
Sourcing Rule

Assigment Set Assigment

Configuration Item Segment

Ensure 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 Model

Enter 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 Model

Login to WIP and then go to Discrete Jobs and query
for Job ID.

Note that Oracle did backwards schedule

Release the Job

Complete 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 Confirm
Pick

Drop

Ship

Finally close the Order line

Run the Workflow Back Ground Process to place the shipped line
in the Invoice Interface table
Run the Autoinvoice Process