17056472 ATO PTO Basics in Oracle Applications
Transcript of 17056472 ATO PTO Basics in Oracle Applications
Assemble-To-Order (ATO) / Pick-To-Order (PTO) Basics in Oracle Applications
Agenda
Definitions Setup Business Flow
– ATO Configuration– ATO Item – PTO Configuration– PTO Item– On-Hand ATO Configuration– Preconfigured Items
Agenda (cont.)
Configuration– Costing– Pricing– Description– Routings– Weight and Volume
Parameters Profiles 11.5.9 References
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
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
Option
An optional item component in an option class or model bill of material.
Assemble–to–Order (ATO)
An environment where you open a final assembly order to assemble items that customers order.
Assemble–to–order is also an item attribute that you can apply to standard, model, and option class items.
Assemble–to–Order (ATO) Model
A configuration you make in response to a customer order that includes optional items.
Assemble–to–Order (ATO) Item
An item you make in response to a customer order.
Pick–to–Order (PTO)
A configure–to–order 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.
Pick–to–order is also an item attribute that you can apply to standard, model, and option class items.
Pick–to–Order (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.
Pick–to–Order (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 pick–to–order 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.
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.
Hybrids
Pick–to–Order models with optional Assemble–to–Order items
Pick–to–Order model containing Assemble–to–Order model
Multi–Level Assemble–to–Order Model (Multi–Level ATO Configuration)
BOM Item Type
Base Model
Assemble-to-Order
Pick Components (Pick-to-Order)
Ship Model Complete
Seeded Templates
ATO
Item Type BOMItem Type
Base Model
Assemble to Order
Pick Components
ATO Model Model Yes No
ATO Option Class
Option Class
Yes No
ATO Item Standard Yes No
Configured Item
Standard Base Model
Yes No
PTO
Item Type BOMItem Type
Base Model
Assemble to Order
Pick Components
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.
Order Management Parameters: Item Validation Organization
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.
ATO Model Bill of Material
PTO Model Bill of Material
Four Implicit Configuration Rules
Optional
Mutually Exclusive
Min / Max
Quantity Cascade
Four Implicit Configuration Rules
Four Implicit Configuration Rules
Shipping
ATO Configuration Business Flow
ATO Configuration Business Flow
ATO Configuration Business Flow
ATO Configuration Business Flow
ATO Configuration Business Flow
ATO Configuration Business Flow
ATO Configuration Business Flow
ATO Configuration Business Flow
ATO Configuration Business Flow
ATO Configuration Business Flow
ATO Configuration Business Flow
ATO Configuration Business Flow
ATO Configuration Business Flow
ATO Configuration Business Flow
AutoCreate Configuration Items
ATO Configuration Business Flow
ATO Configuration Business Flow
ATO Configuration Business Flow
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ATO Configuration Business Flow
ATO Configuration Business Flow
ATO Configuration Business Flow
ATO Configuration Business Flow
ATO Configuration Business Flow
ATO Configuration Business Flow
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ATO Configuration Business Flow
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ATO Configuration Business Flow
ATO Configuration Business Flow
ATO Configuration Pick Pack Ship
Pick Slip
Packing Slip
Bill of Lading
Invoice
ATO Configuration
ATO Item
ATO Item
ATO Item
Any Invoice Enabled item EXCEPT the ATO Item
ATO Item Business Flow
ATO Item Business Flow
ATO Item Business Flow
ATO Item Business Flow
ATO Item Business Flow
ATO Item Business Flow
ATO Item Business Flow
ATO Item Business Flow
ATO Item Business Flow
ATO Item Pick Pack Ship
PTO Configuration Business Flow
PTO Configuration Business Flow
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PTO Configuration Business Flow
PTO Configuration Business Flow
PTO Configuration Business Flow
PTO Configuration Business Flow
PTO Configuration Business Flow
PTO Configuration Business Flow
PTO Configuration Business Flow
PTO Configuration Pick Pack Ship
PTO Item Business Flow
PTO Item Business Flow
PTO Item Business Flow
PTO Item Business Flow
PTO Item Pick Pack Ship
Pick Pack Ship Summary
On-Hand ATO Configuration Business Flow
On-Hand ATO Configuration Business Flow
On-Hand ATO Configuration Business Flow
On-Hand ATO Configuration Business Flow
On-Hand ATO Configuration Business Flow
On-Hand ATO Configuration Business Flow
On-Hand ATO Configuration Business Flow
On-Hand ATO Configuration Business Flow
On-Hand ATO Configuration Business Flow
On-Hand ATO Configuration Business Flow
Preconfigured Items
Preconfigured Items
Preconfigured Items
Preconfigured Items
Preconfigured Items
Preconfigured Items
Preconfigured Items
Preconfigured Items
Preconfigured Items
Preconfigured Items
Preconfigured Items
Preconfigured Items
Preconfigured Items
Preconfigured Items
Configuration Costing
A cost rollup is performed for each new configuration to establish accurate standard costs that are posted to cost of goods sold.
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
Configured (Item) Description
A dynamically generated item description derived from the catalog descriptive elements of the configured bill of material components.
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
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
Create Configured Description Item Catalog Group
Create Configured Description Item Catalog Group
INV: Use item catalog name in the item description
No : Use Item Catalog Group Description
Yes : Use Item Catalog Group Name
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
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
Define Bills Elements
Define Bills Elements - Option Classes
Define Bills Elements - ATO Model
Configured Descriptions
Configured Descriptions
Configured Descriptions
Configured Routings
Configured Routings
Configured Routings
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
Configured Weight and Volume
Bills of Materials ParametersInactive Status
Deactivate Configuration Items
Bills of Materials Parameters Numbering Method
Bills of Materials Profile OptionsConfiguration Item Delimiter
Bills of Materials Profile OptionsConfiguration Item Type
Bills of Materials Profile OptionsInherit option class operation sequence #
Bills of Materials Profile OptionsMatch to Existing Configurations
Bills of Materials Profile OptionsPerform Lead time calculations
Bills of Materials Profile OptionsUse Custom Match Function
Bills of Materials Profile OptionsAutomatic Reservation
Bills of Materials Profile OptionsConfigurator URL of UI Manager
Work in Process ParametersRespond to Sales Order Changes
What’s new in 11.5.9
Multi Level Auto Create Supply
Supply to Order Workbench
Enhanced Costing for Configurations
Improved Configuration BOM structure
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