Ite Functional Steps/References

m Test

Values/Entries V
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Item Created:

Create
Inventory -> Items -> Master Items ->
ATO Model
Main Tab:
Item
Item: ATP-CPU-ATO
Description: ATP ATO Model
Menu Tools -> Copy From
Template: ATO Model
Click Apply.
Click Done
Save
Menu Tools -> Organization Assignment
Assign the item to your Shipping
Organization
Save

Create
ATO
Option
Classes

Place the cursor on the Item field and

click on the + Icon on the Toolbar
1. Item: ATP-Hard-Drive
Description: ATP-Hard-Drive Option Class
Menu Tools -> Copy From
Template: ATO Option Class
2. Repeat same steps for 1 above starting
with Place the cursor
Item Name: ATP-Processor

Item Created:
Item Created:
Item Created:

Description: ATP-Processor Option Class

3. Repeat same steps for 1 above starting
with Place the cursor
Item Name: ATP-Memory
Description: ATP-Memory Option Class
Save
Verify that message at lower left hand
states that three records were applied and
saved.
Menu Tools -> Organization Assignment
Assign the items to your Shipping
Organization
3

Finish
Repeat Step 2 using the Finished Good
Creating Template:
the
Options for 1. Item Name: ATP-Modem
the ATO
Description: ATP-Modem Optional
Configurati
on
2. Item Name: ATP-8X-DVD ROM
Description: ATP-8X-DVD ROM
Mandatory Component

Item Created:
Item Created:
Item Created:
Item Created:
Item Created:
Item Created:

3. Item Name: ATP-450MHZ

Item Created:

Description: ATP-450MHZ Pentium II

Item Created:

4. Item Name: ATP-600MHZ

Description: ATP-600MHZ Pentium III
5. Item Name: ATP-8G
Description: ATP-8G Seagate Hard Drive
6. Item Name: ATP-12G
Description: ATP-12G Seagate Hard Drive
7. Item Name: ATP-64Meg

Description: ATP-64Meg SIMM

8. Item Name: ATP-128Meg
Description: ATP-128Meg SIMM
Save
Message at the lower left hand screen
should state that 8 records were applied
and saved.
Menu Tools -> Organization Assignment
Assign the items to your Shipping
Organization.
4

Assign
OM Responsibility -> Pricing -> Price
Items to a Lists -> Price List Setup
Price List
Query on Price List ATP-PRC-01

Item Price:

List Lines T:p>

Product Value: ATP-CPU-ATO
Line Type: Price List Line
Application Method: Unit Price
Value: 1300
Save
5

Finish
Place the cursor on the Product Context
assigning field and click on the + Icon on the
Items to a Toolbar
Price List
1. Product Context: Item

Item Price:
Item Price:
class=MsoNorm
al>Item Price:

Product Attribute: Item Number

Item Price:

Product Value: ATP-Hard-Drive

Item Price:

Line Type: Price List Line

Item Price:

Application Method: Unit Price

Item Price:

Value: 0

Item Price:

For Items 2 11, repeat Step 1 above

starting with Place the ...

2. Product Value: ATP-Processor
Value: 0
3. Product Value: ATP-Memory
Value:0
4. Product Value: ATP-Modem
Value:25
5. Product Value: ATP-8X-DVD ROM
Value:0
6. Product Value: ATP-450MHZ
Value:0
7. Product Value: ATP-600MHZ
Value:250
8. Product Value: ATP-8G
Value:0
9. Product Value: ATP-12G
Value:100
10. Product Value: ATP-64Meg
Value:0
11. Product Value: ATP-128Meg
Value:50
Save
Message at the lower left hand screen
should state that 11 records were applied
and saved
6

Receive
Inventory -> Transactions ->
Items into Miscellaneous Transaction ->
Inventory
1. Type: Choose Miscellaneous Receipt
from the LOV

Quantity:
Quantity:
Quantity:

Item: ATP-Modem

Quantity:

Sub inventory: Standard Sub inventory

Quantity:

UOM:Ea

Quantity:

Quantity: 100

Quantity:

Account: Choose any valid account from

the LOV

Quantity:

Arrow down key

2. Item: ATP-8X-DVD ROM
For items 2-8, repeat steps for 1 above
3. Item: ATP-450MHZ
4. Item: ATP-600MHZ
5. Item: ATP-8G
6. Item: ATP-12G
7. Item: ATP-64Meg
8. Item: ATP-128Meg
Save
Message at the lower left hand screen
should state that 11 records were applied
and saved
7

Define
Sign on into your Master Organization
Assemblies
BOM Responsibility -> Bills -> Bills
and
Component Header:
s
Item: ATP-Hard-Drive
Main Tab:
Item Seq = 10
Component = ATP-8G
Quantity = 1
Order Management Tab = Check Optional
Item Seq = 20
Component = ATP-12G

Quantity = 1
Order Management Tab = Check Optional
Save
Place cursor on Item field and click on the
+ Icon on the Toolbar
Repeat Step above for the Option Classes
below
1. Item: ATP-Processor
Component = ATP-450MHZ
Component = ATP-600MHZ
2. Item: ATP-Memory
Component = ATP-64Meg
Component = ATP-128Meg
8

Define the BOM Responsibility -> Bills -> Bills

ATO Model
Header:
Item: ATP-CPU-ATO
Main Tab:
Item Seq = 10
Component = ATP-Processor
Quantity = 1
Item Seq = 20
Component = ATP-Hard-Drive
Quantity = 1
Item Seq = 30
Quantity = 1
Quantity = 1
Item Seq = 50

Component = ATP-Modem
Quantity = 1
Order Management Tab = Check Optional
radio button
Save

Verify the BOM Responsibility -> Bills -> Indented

BOM
Bills
Item = ATP-CPU-ATO
Click Find
Notice the three 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.

10 Copy the Inventory -> Change Organization

BOMs into
Shipping Organizations:
Organizati Select your Shipping Organization
on
Click Ok
BOM Responsibility -> Bills -> Bills
Header:
Item = ATP-Hard-Drive
Tools -> Copy Bill from
Organization: Master Organization
Item: ATP-Hard-Drive
Click on the Copy Button
Repeat the Steps above for:

Item: ATP-Processor
Item: ATP-Memory
Item: ATP-CPU-ATO
Order Number:
Order Status:
11 Enter
Order

OM Responsibility -> Orders, Returns ->

Sales Orders
Main Tab:
Customer = Standard Customer
Order Type = Standard Order Type for
ATOs
Price List = Price List ATP-PRC-01
Sales Person = Any value from LOV
Ship To Location: Select from LOV if not
defaulted
Bill To Location: Select from LOV if not
defaulted
Others Tab:
Payment Terms: Select from LOV if not
defaulted
Warehouse: Select from LOV if not
defaulted
Lines Items Tab:
Line 1.1:
Ordered Item: ATP-CPU-ATO
Qty = 1
UOM = Ea
Save

12 Configure Place the cursor on line 1.1

the ATO
Press the Configurator button
Model
Lines
Click on the ATP-CPU Model button to
the left
Select the ATP-Modem Option
Click on the ATP-Processor Option Class
to the left
Select the ATP-600MHZ Option
Click on the ATP-Hard-Drive Option
Class to the left
Select the ATP-8G Option
Click on the ATP-Memory Option Class
Select the ATP-64Meg Option
Press the Done button to Save the
Configuration
Sales Order Form:
Click the Book Order button
13 Display the Line Items Tab:
Detail
Tools -> Show Line Details
Lines

Schedule Date:

All selected options and classes should

display.
All lines should have a schedule date
14 Create
Config
Item
Eligible

Line Items Tab:

Request ID:

Place Cursor on the model line 1.1

Model Line #:
1.1

Actions Button -> Progress Order -> Ok

Create Configuration - Eligible -> OK
Record Workflow Request Id
Click Ok

Config Item
Line #:
Con
style='width:63.
0pt;border-top:n

Line Items Tab:

View the Configured Item Number.
It will start wither followed by *

15 Create
Supply
Order
Eligible

one;border-left:
none;
border-bottom:s
olid windowtext
.5pt;border-righ
t:solid
windowtext
.5pt;
mso-border-topalt:solid
windowtext
.5pt;mso-border
-left-alt:solid
windowtext
.5pt;
padding:0in
5.4pt 0in
5.4pt;height:4.9
pt'>

OM Responsibility -> Orders, Returns -> Request ID:

Sales Orders
Request Status:
Press F11 to enter a query
Job Number:
Order Number = Enter Order Number
Press Ctrl+F11 to execute the query
Lines Item Tab:
Place Cursor on the configured item line
Actions -> Progress Order -> Ok
Select Create Supply Order-Eligible
Press Ok
Document Request ID
View Menu -> Requests
Click on the Find button
Find your ID

Locate Program Name AutoCreate Final

Assembly Orders
Click on the Output button
Document the Job Number
16 Release the WIP Responsibility -> Discrete -> Discrete
Job
Jobs
Select your Standard Organization
Job: Enter Job Number
Click Find
Change the Status from Unreleased to
ReleasedRouting Tab:
Enter your Standard Subinventory
Save
17 Issue
WIP Responsibility -> Material
Material to Transactions -> WIP Material
the Job
Transactions
Job: Enter Job Number
Subinventory: Enter your Standard
Subinventory
Assembly Quantity: Enter 1
Click the Continue button
Record quantity available for all
components
Click Done
18 Complete
the Job

WIP Responsibility -> Material

Transactions -> Completion Transactions
Job: Enter job number
Click the Continue Button
Quantity: 1

ATP-Modem:
ATP-8X-DVD
ROM:
ATP-600MHZ:
ATP-8G:
ATP-64Meg:

Click the Done button

19 Confirm
Inventory -> On-hand, Availability ->
Item is
On-hand Quantity
Available
Organization: Select your Shipping
in
Organization
Inventory

On-hand
Quantity:

Item: Enter your configured item number

Click the Find button
20 Pick
Release

OM Responsibility -> Shipping -> Release Request

Sales Orders -> Release Sales Orders
Number:
Order Tab:

Request Status:

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
Auto Pick Confirm: Yes
Click the Concurrent button
Document 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
21 Ship

Order Number = Enter Order Number

Pick Status:

Confirm

Click Find

Request ID:

Lines/LPNs Tab

Request Status:

Using the horizontal scroll bar, scroll to

the right to see the Pick Status
of the delivery line (should be Released)
Delivery Tab
Click on Actions: Ship Confirm. Click Go
Ship Options
Ship All: Highlight the radio button
Ensure that Defer Interface is not
enabled.
Click Ok
Document the Interface Trip Stop request
id
View Menu -> Requests
Click on the Find button.
Find your ID for the Interface Trip Stop
request.
Record the status of the request
22 View Sales OM Responsibility -> Orders, Returns -> Order Number:
Order
Order Organizer
Req Qty:
Order Number = Enter order number
Shipped Qty:
Click Find
Verify the Results: Line # 1.1 Req Qty = 1,
Shipped Qty =1
.