Assemble-To-Order (ATO) in Oracle Order Management

By

Shashikant Wakharkar

Table of Contents
Assemble-To-Order (ATO) in Oracle Order Management .......................................................................... 3
What is Assemble to Order? .................................................................................................................... 3
Setup Steps ............................................................................................................................................... 3
1.

Create ATO Model Item ............................................................................................................... 3

2.

Create ATO Option Classes .......................................................................................................... 4

3.

Create Options for the ATO Configuration ................................................................................ 10

4.

Create Bill of Material ................................................................................................................ 32

5.

Create Routing ............................................................................................................................ 39

6.

Assign Item to the Price List ....................................................................................................... 40

7.

Define Transaction Type ............................................................................................................ 42

8.

Assign Workflow to Sales Order Line for Configured Item ....................................................... 44

Transactions ........................................................................................................................................... 46
1.

Enter & Book Sales Order ........................................................................................................... 46

2.

Release Discrete Job ................................................................................................................... 55

3.

Assign Operation to Discrete Job ............................................................................................... 57

4.

Perform Move Transactions....................................................................................................... 58

5.

Issue Material to Discrete Job .................................................................................................... 59

6.

Complete Discrete Job................................................................................................................ 60

7.

Close Discrete Job ....................................................................................................................... 62

8.

Pick Release Sales Order ............................................................................................................ 65

9.

Ship Confirm Sales Order ........................................................................................................... 67

Assemble-To-Order (ATO) in Oracle Order Management

What is Assemble to Order?
Products are assembled after an order is received. This approach requires that the basic parts for the
product are already manufactured but not yet assembled. Once an order is received, the parts are
assembled quickly and shipped to the consumer.
Assemble to order is a production method that occurs when an item is assembled after receipt of a
customer's order.

Setup Steps
1. Create ATO Model Item
(N): Inventory -> Items -> Master Items

2. Create ATO Option Classes

(N): Inventory -> Items -> Master Items

3. Create Options for the ATO Configuration

(N): Inventory -> Items -> Master Items

4. Create Bill of Material

(N): Bills of Material -> Bills -> Bills
Mutually Exclusive and Optional Fields
The following pertains to options for model and option class bills. All components are mandatory on
standard and planning bills. Model and option class bills can have both mandatory and optional
components.
The Optional field indicates whether the component is mandatory or optional. The Mutually Exclusive
field applies only to option class bills and indicates whether you can choose one or many options within
an option class.
Oracle Order Management uses the Mutually Exclusive check box in combination with the Optional check
box to determine the number of option items you can or must choose to order the components of the
option class bill. Refer to the table below for details on how the Optional check box and the Mutually
Exclusive check box work together.
Description

[ ] Mutually Exclusive(default)

[X] Mutually Exclusive

[X] Optional

Choose any number or no options on the

option class bill

Choose one or no options on the

option class bill

[ ] Optional
(default)

Choose at least one option on the option

class bill

Choose one, and only one, option on

the option class bill

Create bill of material for ATO model & option class in V1 (i.e. Item Master Organization) & then copy it
to M1 or create it in M1 & make it a common BOM for V1. Bill of material should be exist in both item
validation organization & shipping organization.

5. Create Routing
(N): Bills of Material -> Routings -> Routings

6. Assign Item to the Price List

(N): Oracle Pricing Manager, Process Operations -> Price Lists -> Price Lists

7. Define Transaction Type

(N): Order Management Super User, Vision Operations (USA) -> Setup -> Transaction Types -> Define

8. Assign Workflow to Sales Order Line for Configured Item

(N): Order Management Super User, Vision Operations (USA) -> Setup -> Transaction Types -> Define

Transactions
1. Enter & Book Sales Order
(N): Order Management Super User, Vision Operations (USA) -> Orders, Returns -> Sales Orders

Select star item created.

Requery sales order.

2. Release Discrete Job

(N): Work in Process -> Discrete -> Discrete Jobs

3. Assign Operation to Discrete Job

(N): Work in Process -> Job/Schedule Details -> Operations

4. Perform Move Transactions

(N): Work in Process -> Move Transactions -> Move Transactions

5. Issue Material to Discrete Job

(N): Work in Process -> Material Transactions -> WIP Material Transactions

6. Complete Discrete Job

(N): Work in Process -> Material Transactions -> Completion Transactions

7. Close Discrete Job

(N): Work in Process -> Discrete -> Close Discrete Jobs -> Close Discrete Jobs

8. Pick Release Sales Order

(N): Order Management Super User, Vision Operations (USA) -> Shipping -> Release Sales Orders ->
Release Sales Orders

9. Ship Confirm Sales Order

(N): Order Management Super User, Vision Operations (USA) -> Shipping -> Transactions