Assemble-To-Order (ATO) / Pick-ToOrder (PTO) Basics in Oracle

Applications

Arne S. Rosen, CPIM, CIRM

Senior Principal Consultant
Summer 2003 NCOAUG Training
Day
Friday, August 15th
Harper College, Palatine, IL
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Agenda

Definitions
Setup
Business Flow
ATO Configuration
ATO Item
PTO Configuration
PTO Item
On-Hand ATO Configuration
Preconfigured Items

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Agenda (cont.)

Configuration
Costing
Pricing
Description
Routings
Weight and Volume
Parameters
Profiles
11.5.9
References

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Model (Model Item)

An item whose bill of material

lists option classes and options
available when you place an
order for the model item.
APICS definition is a Super Bill of
Material

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Option Class

A group of related option items.

An option class is orderable only
within a model. An option class
can also contain included
(standard) items.
An Option Class is a list of
choices
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Option

An optional item component in an

option class or model bill of
material.

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AssembletoOrder (ATO)

An environment where you open

a final assembly order to
assemble items that customers
order.
Assembletoorder is also an
item attribute that you can apply
to standard, model, and option
class items.

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AssembletoOrder (ATO) Model

A configuration you make in

response to a customer order that
includes optional items.

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AssembletoOrder (ATO) Item

An item you make in response to a

customer order.

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PicktoOrder (PTO)

A configuretoorder environment
where the options and included items in
a model appear on pick slips and order
pickers gather the options when they
ship the order.
Alternative to manufacturing the parent
item on a work order and then shipping
it.
Picktoorder is also an item attribute
that you can apply to standard, model,
and option class items.

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PicktoOrder (PTO) Model

An item with an associated bill of

material with optional and included
items.
At order entry, the configurator is
used to choose the optional items to
include for the order.
The order picker gets a detailed list of
the chosen options and included items
to gather as separately finished items
just before the order is shipped.

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PicktoOrder (PTO) Item (Kit)

A predefined configuration order pickers

gather as separately finished included
items just before they ship the order.
Also known as a kit.
A kit is an item that has a standard list of
components (or included items) you ship
when you process an order for that item.
A kit is similar to a picktoorder model
because it has shippable components,
but it has no options and you order it
directly by its item number, not using
the configuration selection screen.

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Configured, ATO, PTO Items

Configured items are Assemble to

Order (ATO) items that were created
from a model (have a base model).
ATO items have the Assemble to
Order attribute set to Yes.
Pick to Order (PTO) items have the
Pick Component attribute set to Yes.

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Hybrids

PicktoOrder models with

optional AssembletoOrder items
PicktoOrder model containing
AssembletoOrder model
MultiLevel AssembletoOrder
Model (MultiLevel ATO
Configuration)

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BOM Item Type

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Base Model

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Assemble-to-Order

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Pick Components (Pick-to-Order)

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Ship Model Complete

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Seeded Templates

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ATO

Item Type

BOM
Item Type

Base
Model

ATO Model

Model

Yes

No

ATO Option
Class

Option
Class

Yes

No

ATO Item

Standard

Yes

No

Configured
Item

Standard

Yes

No

Base
Model

Assemble to
Order

Pick
Component
s

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PTO

Item Type

BOM
Item Type

Base
Model

Assemble to
Order

Pick
Component
s

PTO Model

Model

No

Yes

PTO Option
Class

Option
Class

No

Yes

PTO Item

Standard

No

Yes

Note: There is no configured item in the PTO process.

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Order Management Parameters:

Item Validation Organization

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Order Management Parameters:

Item Validation Organization
When you enter orders for models,
kits, and assemblies in Oracle Order
Management, you must define all bills
of material in your OM: Item Validation
Organization
Using common bills of material, you
can share bills of material that exist in
your manufacturing organizations with
your item validation organization.

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ATO Model Bill of Material

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PTO Model Bill of Material

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Four Implicit Configuration Rules

Optional
Mutually Exclusive
Min / Max
Quantity Cascade
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Four Implicit Configuration Rules

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Four Implicit Configuration Rules

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Shipping

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ATO Configuration Business Flow

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ATO Configuration Business Flow

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ATO Configuration Business Flow

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ATO Configuration Business Flow

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ATO Configuration Business Flow

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ATO Configuration Business Flow

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ATO Configuration Business Flow

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ATO Configuration Business Flow

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ATO Configuration Business Flow

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ATO Configuration Business Flow

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ATO Configuration Business Flow

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ATO Configuration Business Flow

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ATO Configuration Business Flow

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ATO Configuration Business Flow

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AutoCreate Configuration Items

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ATO Configuration Business Flow

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ATO Configuration Business Flow

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ATO Configuration Business Flow

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ATO Configuration Business Flow

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ATO Configuration Business Flow

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ATO Configuration Business Flow

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ATO Configuration Business Flow

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ATO Configuration Business Flow

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ATO Configuration Business Flow

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ATO Configuration Business Flow

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ATO Configuration Business Flow

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ATO Configuration Business Flow

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ATO Configuration Business Flow

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ATO Configuration Business Flow

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ATO Configuration Business Flow

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ATO Configuration Business Flow

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ATO Configuration Business Flow

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ATO Configuration Business Flow

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ATO Configuration Business Flow

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ATO Configuration Pick Pack Ship

Pick
Slip
ATO
ATO
Configuration Item

Packing
Slip
ATO
Item

Bill of I nvoice
Lading
ATO
Any Invoice Enabled item
Item
EXCEPT the ATO Item

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ATO Item Business Flow

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ATO Item Business Flow

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ATO Item Business Flow

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ATO Item Business Flow

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ATO Item Business Flow

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ATO Item Business Flow

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ATO Item Business Flow

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ATO Item Business Flow

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ATO Item Business Flow

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ATO Item Pick Pack Ship

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PTO Configuration Business Flow

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PTO Configuration Business Flow

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PTO Configuration Business Flow

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PTO Configuration Business Flow

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PTO Configuration Business Flow

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PTO Configuration Business Flow

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PTO Configuration Business Flow

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PTO Configuration Business Flow

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PTO Configuration Business Flow

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PTO Configuration Business Flow

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PTO Configuration Business Flow

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PTO Configuration Business Flow

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PTO Configuration Pick Pack Ship

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PTO Item Business Flow

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PTO Item Business Flow

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PTO Item Business Flow

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PTO Item Business Flow

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PTO Item Pick Pack Ship

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Pick Pack Ship Summary

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On-Hand ATO Configuration Business Flow

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On-Hand ATO Configuration Business Flow

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On-Hand ATO Configuration Business Flow

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On-Hand ATO Configuration Business Flow

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On-Hand ATO Configuration Business Flow

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On-Hand ATO Configuration Business Flow

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On-Hand ATO Configuration Business Flow

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On-Hand ATO Configuration Business Flow

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On-Hand ATO Configuration Business Flow

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On-Hand ATO Configuration Business Flow

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Preconfigured Items

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Preconfigured Items

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Preconfigured Items

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Preconfigured Items

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Preconfigured Items

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Preconfigured Items

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Preconfigured Items

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Preconfigured Items

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Preconfigured Items

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Preconfigured Items

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Preconfigured Items

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Preconfigured Items

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Preconfigured Items

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Preconfigured Items

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Configuration Costing

A cost rollup is performed for

each new configuration to
establish accurate standard
costs that are posted to cost
of goods sold.

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Configuration Pricing

Price is rolled up from all the

items that blow back on the
order.
All items must be on the
price list even if the price is
zero
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Configured (Item) Description

A dynamically generated item

description derived from the
catalog descriptive elements of
the configured bill of material
components.

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Configured Description Steps

Create Configured Description

Item Catalog Group for the ATO
Model
Assign Item Catalog Group to
Option Class Items
Define Bills Elements for the ATO
Model and Option Class Items

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Create Configured Description Item

Catalog Group
Decide what descriptive elements to
include in the configured item
description
ATO Model and Option Class
Descriptive Element Names must
match
Prefix and/or Suffix can be hard coded
into the catalog
Descriptive Element Names must be
unique across Option Classes if they
have different values

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Create Configured Description Item

Catalog Group

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Create Configured Description Item

Catalog Group

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INV: Use item catalog name in the

item description

No : Use Item Catalog Group Description

Yes : Use Item Catalog Group Name

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Assign Item Catalog Group to Option

Class Items
This should be the same Item
Catalog Group Assigned to all the
standard items in the Option Class

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Define Bills Elements

This needs to be done for the

ATO Model and the Option
Classes
Only Pick the Descriptive
Elements necessary to drive the
Configured Item Description

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Define Bills Elements

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Define Bills Elements - Option

Classes

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Define Bills Elements - ATO Model

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Configured Descriptions

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Configured Descriptions

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Configured Descriptions

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Configured Routings

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Configured Routings

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Configured Routings

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Configured Weight and Volume

AutoCreate Configuration Items

calculates the weight and volume for
the configured item, by rolling up the
weight and volume of the components
in the OM validation organization.
Multi-level configurations are supported
If weight and volume units of measure
are not the same unit of measure
conversions are required

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Configured Weight and Volume

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Bills of Materials Parameters

Inactive Status

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Deactivate Configuration Items

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Bills of Materials Parameters

Numbering Method

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Bills of Materials Profile Options

Configuration Item Delimiter

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Bills of Materials Profile Options

Configuration Item Type

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Bills of Materials Profile Options

Inherit option class operation
sequence #

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Bills of Materials Profile Options

Match to Existing Configurations

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Bills of Materials Profile Options

Perform Lead time calculations

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Bills of Materials Profile Options

Use Custom Match Function

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Bills of Materials Profile Options

Automatic Reservation

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Bills of Materials Profile Options

Configurator URL of UI Manager

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Work in Process Parameters

Respond to Sales Order Changes

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Whats new in 11.5.9

Multi Level Auto Create Supply

Supply to Order Workbench
Enhanced Costing for
Configurations
Improved Configuration BOM
structure

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References

Oracle Configure to Order Implementation Manual

Oracle Bills of Material Users Guide

Oracle Inventory Users Guide

Oracle Order Management Users Guide

Oracle Order Management Suite Implementation

Manual

Oracle Work in Process Users Guide

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QUESTIONS ?

Thank you for attending!

Arne S. Rosen, CPIM, CIRM
DARC Corporation
125 S. Wacker Drive, Suite 2550
Chicago, IL 60606

312-338-6234
arosen@darc.com
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