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Oracle® Configure to Order

1. If run the program will create data based on the item attribute for all configuration s on open order lines whose base models have multiple sources or OSS setup 6 2 Oracle Configure to Order Process Guide Item Sourcing Match Run Reason Program Attribute Change Program behavior 1 N N No Not needed 2 Y Y Yes Create data The program based on newly setup multiple sources or OSS and for future matches will create data based on the item attribute for all canned configuration s having open orders whose base models have multiple sources or OSS setup Updating Existing Configurations 6 3 Item Sourcing Match Run Reason Program Attribute Change Program behavior 2 Y N Depends Customers If run the need to run this program only if they want to use the newly setup multiple sources OSS shipment transaction flows or global procurement on existing open order lines program will create items for all existing configuration s on open order lines in all organizations where the model exists It will perform purchase price and list price rollup in all organizations where the item gets created by this program The program will create BOMs and Routings for all configuration s on open order lines whose base models have multiple sources or OSS setup 6 4 Oracle Configure to Order Process Guide Item Sourcing Match Run Reason Program Attribute
2. ATO menu The program supports the following parameters Sales Order Number You can specify a specific sales order number Sales Order Line If you have entered a specific sales order you can also specify a specific sales order line Organization Code You can optionally specify an organization Only those sales orders with this organization as the shipping warehouse will be processed 3 42 Oracle Configure to Order Process Guide Offset Days The program will calculate the price for only those sales orders that are scheduled to ship on or before the system date plus the offset days using BOM calendar days Overwrite List Price If you specify Yes the program will overwrite existing list prices on the configuration items for which it is performing the calculation If you specify No the program will not overwrite existing list prices The default is No Configuration Item Specify a specific existing configuration for which you want to perform the rollup Base Model ID If you specify a base model all configurations with that base model that meet the rest of the program parameter criteria will be rolled up Created Days Ago Program will rollup purchase prices for any configuration item that was created within the specified number of calender days and meets the other program parameters Load Type Choose between e Autocreated Configuration Items only e Preconfigured items only e Autocreated and Preconfigured Items
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4. This determination between the type of items is done based on the Autocreated Configuration item attribute Impact of Option Specific Sources If you use option specific sourcing option specific sourcing setups will add additional restrictions to how configuration Item BOM Routing and sourcing assignments are created Pruning the Sourcing Tree For OSS Models For all Option specific sourced configurations CTO prunes the model sourcing with a Option specific source list you provide it CTO allows you to specify the list of organization where a model s configuration can be distributed manufactured or procured with a specific option item This list of organization information is stored in a CTO table at setup If there is an OSS configuration CTO looks at the list of valid organizations defined for each option item for this configuration If more than one option item decides model sourcing the intersection of all of the components list of organizations are taken as valid organization for this configuration The list you specify determines where this configuration can be distributed Create and Process Configurations 3 43 manufactured or transferred The pruned sourcing tree is then used to create the item BOM and Routing according to the Create Configuration Item BOM item attribute Model Sourcing Tree Example If the model sourcing tree looks as follows Source Trees D1 D2 D3 a ie IR 01 O2 O3 04 O7 O8 O3 O4 O5
5. an existing personalization you can modify it Otherwise you can create new personalization e The label of the region can be modified by entering a value in the new label field e The order of the column displayed can be changed e New columns can be added by moving column from available column list to column displayed list e Columns can be removed from the display by moving the columns from the 4 4 Oracle Configure to Order Process Guide column displayed list to the column available list e To change the column labels press the advanced setting button This will bring a new page and you can edit the column label in the New Column Label column e For table regions you can modify the sorting fields or enter a new sorting field in sorting settings You can also give filtering condition for the table data by entering condition for each any of the columns displayed 10 Click Apply in all pages to save the changes This will save the personalization and make it effective for the site organization or responsibility Supply To Order Workbench 4 5 5 Order Changes and Returns This chapter covers the following topics e Order Changes e Processing Constraints e Re instituting Prior Processing Constraints Order Changes Order Management provides you with the ability to automate the process of changing various types of orders However system and processing constraints can prevent specific changes to an
6. Create and Process Configurations 3 27 The configuration item bill of material in any organization contains the chosen options and all mandatory components whose effective date in that organization is less than the scheduled ship date AND disabled date is greater than or equal to the estimated release date The estimated release date is the schedule ship date minus the total of fixed lead time of model in the manufacturing organization plus the order quantity times the variable lead time of model in the manufacturing organization Important It is possible that an option you chose on the sales order line may not be included in the configuration BOM If this happens you will be given a warning online if you are progressing the order manually or the autocreate config batch program will complete with a warning The sales order line will also be put on hold Reasons for this failure may be that an item selected in order management is not e Effective at the time manufacturing needs to begin see paragraph above Onthe model BOM in the org where the BOM is being created See Custom Recipients for Create Configuration Error Notifications page 2 72 A configuration BOM contains selected and mandatory components from the model and option classes Because the configuration BOM is a single level BOM that is created by combining components from multiple Model and Option class BOMs if a component appears in more than one Option class BOM or in mod
7. To generate custom numbers for configurations created from sales orders add your custom code to the BOMPCFGI package Details of the package are as follows File Name BOMCFGIB pls Package Name BOMPCFGI Function Name user item number Function user item number accepts model line id as input parameter and returns name of the item in varchar2 To generate custom numbers for lower level configurations of preconfigured items add your custom code to CTO CUSTOM CONFIG NUMBER package Details of the package are as follows File Name CTOCUCNB pls Package Name CTO CUTOM CONFIG NUMBER Function Name USER ITEM NUMBER Function USER ITEM NUMBER has following parameters odel item id in Number odel line id in Number Paraml inVarchar2 Param2 inVarchar2 Param3 inVarchar2 Param4 inVarchar2 Param5 inVarchar2 Input parameters param1 to param5 are for future use If you want to use the same numbering logic for both sales order and preconfigured cases you should put all custom code in CTOCUCNEB pls Then create code in BOMCFGIB pls calling CTO CUSTOM CONFIG NUMBER user item number model line id model line id model item id null Note If you want to have different logic for autocreate and pre config cases you can still achieve it by putting all custom logic in CTOCUCNB pls since the input to the API will be different For autocreate cases model line id parameter will be NOT NULL an
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9. BOM exists there 2 60 Oracle Configure to Order Process Guide Note If the profile INV capable to promise is set to perform ATP based on collected data OM allows an ATO item order to be scheduled only if a BOM for the item exists either in the shipping organization or in OM validation organization If you accept orders directly for the autocreated configuration items the create configuration BOM parameter should be set to Yes at least in the shipping organization or the OM validation organization Related Topics For more information on Order Management constraints for configurations see Order Changes and Returns page 5 1 Shipping Setup Item Attribute Ship Model Complete This attribute is applicable to PTO models If this attribute is set to Yes the entire configuration must be delivered in the same shipment If the attribute is set to No components can ship separately ATO models are inherently ship together models If you have a PTO model which has an ATO model and some other PTO options underneath and you want to ship the PTO options along with the ATO model then Ship Model Complete must be set to Yes on the PTO model BOM Attributes The following shipping attributes are on the Bills of Material window Include On Shipping Docs Required to Ship Indicates whether the component will be printed on external shipping documents such as pack slips and commercial invoices For example for an ATO mod
10. If the work order is reserved to a sales order the reservation is transferred to inventory when you complete finished assembly When you perform an assembly completion for a flow schedule that is tied to a sales order the system automatically places a reservation on the finished assembly against the sales order demand for the configuration item When a PO distribution is delivered to inventory the reservation from the purchase order is transferred to inventory 3 78 Oracle Configure to Order Process Guide Supply Type Onhand Work Order Req PO Description Method Manual Reservation from You can reserve Sales Order Pad in OM Sales Order Pad gt Tools gt Schedulin g gt Reserve INV Reservations form available inventory in the shipping organization to an internal ATO item order line ora configuration order line The Cursor must be on the desired order line when you perform reservation You can reserve available inventory in the shipping organization to a configuration or an ATO item internal order line via the Reservation window in Inventory Create and Process Configurations 3 79 Supply Type Onhand Work Order Req PO Description Method Discrete Jobs You can Form in WIP manually Reserve Orders Concurrent Program 3 80 Oracle Configure to Order Process Guide reserve a work order for your top level configuration item to
11. Level Item Item Type Optional Selected A CPU ATO Option No Yes Class A Pentium II Purchased Yes Yes 2 Monitor 001 ATO Item Yes Yes Configuration Multi level Configuration BOM in M2 Level Item Item Type Optional Selected ee Monitor 001 ATO Item No Yes Configuration 2 Monitor ATO Model No Yes 22 VGA ATO Option Yes Yes Class Amy VGA Manual Purchased Item No sad VGA1 Purchased Item Yes Yes A2 Monitor Purchased Item No Manual Example 3 Purchased Configuration In the case of a purchased configuration the entire model BOM should be defined in at least one receiving organization The entire configured BOM would also be created in the receiving organization Configuration Routing The model and option class routings from the sourcing organization is used for the creation of configuration routing In a single organization environment the routing in the shipping organization is used If the configuration is purchased the routing assigned to the model in the receiving organization will be used Routing is creating anywhere a BOM is created 3 32 Oracle Configure to Order Process Guide If you have a phantom sub model the operations from the sub model routing are added to the configured routing for the configured item generated for the parent model as long as the operation sequences are unique If an operation sequence on the sub model routing is the same as one on the parent
12. Open ASN Partial In receivin 8 In Receivi ng Partial Status Description There is more than one type of supply and on hand reserved to this sales order line A row for an internal requisition was inserted in the requisition interface tables for this order line for the entire line quantity An internal requisition was created and reserved to the sales order line for the entire line quantity You have a partial reservation for an internal requisition and the rest of the order quantity is reserved to inventory An ASN is created for the purchase order Your sales order line is reserved to ASN for partial amount and the rest of the line quantity is reserved to Inventory After performing a receiving transaction for the full quantity the reservation transitions the line status to this value in a WMS enabled receiving organization You have a reservation partially against In Receiving and the rest of the quantity to Inventory Comments Tips The status is applicable only when the receiving organization is WMS enabled The status is applicable only when the receiving organization is WMS enabled This status appears when you partially received ASN into inventory while some quantity on ASN is pending resulting with a reservation to ASN and Inventory The status is applicable only when the receiving organization is WMS enabled The status is applicable only when the receiving organization is
13. The list price for the model and all its options should be defined on the item master in the PO validation organization for the operating unit where the purchased configuration will be received The price assigned to the model and option classes should include the price of any standard mandatory components that are underneath that model Blanket Price Calculation Setup Requirements You must first define and approve a blanket purchase order s for your purchased ATO Model it s Option Classes and Options The price assigned to the model and option classes should include the price of any standard mandatory components that are underneath that model For ease of maintenance and performance reasons it is recommended to have a separate blanket for each model For details on setting up blanket purchase agreements please see the Oracle Purchasing User s Guide Overview of Purchase Orders Below is a discussion of items critical to the CTO purchase price roll up process Price breaks assigned to the model will be copied to the configuration item Any price breaks assigned to option classes or options will be ignored For ATO Models the price breaks must not be organization specific In other words the Org and Ship to fields must be blank If you have assigned your model sourcing rules at the item level the sourcing rules must have both a supplier and supplier site and must have both a start and end date Your blankets do not need effective a
14. WSH Retain ATO Reservations This profile option controls whether or not reservations will be maintained when backordering an ATO item or Model If the profile is set to Yes then reservations will not be removed for backordered ATO items Models but will be updated to Unstaged If the profile is set to No then the delivery detail status will be changed to N Not Ready to Release and reservations will be deleted Note that you will lose the ability to track that this item was backordered and these items will not show up on the Backorder Detail Report or the Backorder Summary Report Model Items Bills and Routing Items Setup This section describes the setup of item bills of material and routing for models and option classes It also describes the features of cataloging configurations and configuration rules Several key item attributes are central to ensure correct processing of a configure to order sales order The following table highlights these attributes and their typical setting Setup 2 15 Item Attributes Attribute PTO PTO ATO Option ATO Item Option Model Option Model Class Compone Class nt BOM Item Model Option Model Option Standard Standard Type Class Class BOM Yes Yes Yes Yes Yes Yes Allowed Planning Not Not MPS MRP MRP MRP Method Planned Planned Planning Planning Forecast Consume Consume Consume Consume Consume Consume Control amp Derive or and derive amp Derive if Consume if manufactur amp Der
15. When a match is made or a configuration is created for an order the top level configured item is linked to the sales order You can de link the configuration item from an ATO model line through the Sales Order Pad Action Button Delink Config Item If there is a reservation against sales order for the configuration item in the shipping organization Delink Configuration Item will automatically unreserve the supply from the sales order Similarly if a flow schedule is referenced to the sales order line which is delinked the reference will be removed Delinking the configuration sets the Order Management workflow on the model back to Create Configuration Eligible Create and Process Configurations 3 33 Note With the addition of the change order process it is recommended that you do not manually de link a configuration item If you want to create a configuration again run the AutoCreate Configuration batch program for the relevant sales order line You can also progress the order line to create the configuration item if the order has been booked Either process links the same configuration item back to the sales order if there was no configuration change even if match is off If you de link a configuration item and do not change the configuration AutoCreate Configuration checks if the configuration item created earlier for the model line is still applicable and will attempt to reuse the configuration Link Configuration Item You ca
16. When doing an ATP on an config item created from an OSS model an organization or supplier is considered a valid source only if it is in the configuration items sourcing assignments ATP validates the ship from organization and gives an error if it is not on the sourcing assignments for the configuration If you do an ATP from an organization not on the sourcing chain but where the item exists there is an error if an ATP query is performed from an ERP instance ATP does not flag this error if an ATP inquiry for a configuration is performed from a planning instance If a matched item exists and is planned rescheduling before a configuration is created is based on matching configurations If a match is not found or the matched item is not planned rescheduling is based on the model and options Rescheduling after a configuration item is created and linked is always done based on the linked configuration and its supplies If the rescheduling is happening as part of a configuration change the system verifies that the new configuration matches an existing configuration If it does and the matched configuration is planned the rescheduling is done according to the new matching configuration s supply If it does not match or the matched configuration is not planned the rescheduling is done from a run time BOM generated from the model and options If the configuration item is delinked from the sales order but the configuration has not changed and the
17. can create supply for the lower level items as well if the BOM parameter Enable lower level supply creation is set properly Lower level supply can be of any type work order flow schedule or 3 62 Oracle Configure to Order Process Guide Method Description Implementation Consideration 3 Feeder Line Creates flow schedules for Synchronization configured and non configured sub assemblies based on the flow schedule for the parent item PO Lower level supplies will not reference the sales order If the lower level configurations are also Flow Items Flow schedules for the lower level configurations are created automatically using Feeder line Synchronization For lower level ATO items or configurations in other organizations planning must be run to create supply for the lower level assemblies This activity will not be accessible from the sales order pad if supply Discrete job Flow Schedule Purchase Requisition Purchase order Inventory reservations has been created for this any part of this order line Valid in a multi level single organization environment only Sub assemblies are scheduled to complete just when they are required for the parent assembly Enables a single organization flow manufacturing company to produce multi level configurations to order without running planning Flow Schedules and Order References Top level flow schedules that are created from sales ord
18. master scheduling production shipping and financial accounting Configure to Order includes Pick to Order PTO and Assemble to Order ATO items models and hybrids supports building configurations using other configurations as sub assemblies multi level configure to order supports internal sourcing of ATO models at any level of BOM supports purchasing of ATO models and items at any level of the BOM Overview of Configure to Order Implementation 1 1 Definitions Assemble to Order Model ATO Configuration Assemble to Order model consists of Model bill of material with optional items and option selection rules Configuration manufactured from mandatory components and selected options Assemble to Order Item Assemble to Order item consists of Configurations Standard bill of material with standard components Item manufactured from standard components There are three types of ATO items AutoCreated Configuration Items Configuration items created by CTO for a sales order which was placed for a model and options These items have the following attributes e The ATO flag checked on the OM tab of the item master e A Base Model defined on the BOM tab of the item master e The Autocreated Configuration flag is checked Preconfigured Items An item defined by the user with a Base Model and a configured bill of material These items have the following attributes e The ATO flag checked on the OM tab of the
19. release orders plan departures and deliveries confirm shipments create price lists and discounts for orders and create reports Oracle Project Manufacturing User s Guide This guide describes the unique set of features Oracle Project Manufacturing provides for a project based manufacturing environment Oracle Project Manufacturing can be tightly integrated with Oracle Projects however in addition to Oracle Projects functionality Oracle Project Manufacturing provides a comprehensive set of new features to support project sales management project manufacturing costing project manufacturing planning project manufacturing execution and project quality management Oracle Purchasing User s Guide This guide describes how to create and approve purchasing documents including requisitions different types of purchase orders quotations RFQs and receipts This guide also describes how to manage your supply base through agreements sourcing rules and approved supplier lists In addition this guide explains how you can automatically create purchasing documents based on business rules through integration with Oracle Workflow technology which automates many of the key procurement processes Oracle Quality User s Guide This guide describes how Oracle Quality can be used to meet your quality data collection and analysis needs This guide also explains how Oracle Quality interfaces with other Oracle Manufacturing applications to provide a clo
20. unit weight build in wip flag atp component flag replenish to order fl ag atp flag customer order flag customer order enab led flag internal order flag internal order enable d flag so transactions flag pick components fla 8 shippable_item_flag Calculated based on options selected Calculated based on options selected Y See Check ATP page 3 24 Y Set to ensure consistent ATP before and after configuration item creation See Check ATP page 3 24 Y Y Create and Process Configurations 3 23 Item Master Tab Attribute Name Column Name Table MTL SYTEM ITEMS Value N A N A BOM N A Hidden Field Hidden Field Autocreated Configuration Hidden Field INVENTORY ITEM ID segment n auto created config f lag option specific sourc ed Generated from sequence lt n gt is the number specified in BOM parameter Config segment number and this segment will be populated by CTO based the config numbering method BOM parameter All other segments will inherit the model value Y 1 if the configuration was created based on option specific sourcing Check ATP Use the following logic to determine ATP settings for your models e When the model s Check ATP flag is set to None or Resource Only e If model s ATP Components flag is set to None CTO sets both the Check ATP and ATP components flags on the configuration it
21. 9 capable to promise 2 14 configuration exception behavior 2 10 configuration item delimiter 2 9 configuration item type 2 9 configurator URL 2 9 CTO perform cost rollup 2 10 custom match function 2 12 default sourcing assignment 2 14 flow calculations 2 10 included item freeze method 2 14 inherit option class 2 11 item validation organization 2 13 lead time calculations 2 12 list price and purchase price rollup 2 11 match to existing configurations 2 12 model item access 2 12 reservation time fence 2 14 retain ATO reservations 2 15 send notifications 2 12 use configurator 2 15 Profiles 2 9 progress the order 1 6 1 9 PTO Model 2 22 PTO Models 2 62 Index 4 Purchased Configuration 3 32 Purchase Price Calculation 3 42 Purchase Price Calculation batch program 2 64 Purchase Price Calculation Batch program 2 65 Purchase Pricing 2 62 calculation 2 63 purchase to order sales order 1 10 Purchasing of Configurations 3 65 Purge Matching Tables 7 5 R Remnant 5 5 Requisitions changes 3 71 Reservations purchase order 3 71 requisition 3 71 Reserve Supply 3 75 Respond to Sales Order Changes 2 7 Returns assembly 3 72 S Sales Order Pad 3 2 3 2 Sales Order Pad Action Button Progress Order 3 18 sales order reservation 3 71 Seeded Workflow 3 9 Setup Parameters 2 1 Ship Confirm 3 81 Shipping setup 2 61 single level single org assemble to order sales o
22. ATO menu The program supports the following parameters Sales Order You can specify a specific sales order number If the parameter is blank it will create the configurations for any eligible sales orders Sales Order Line If you specified a sale order you can also specify a specific sales order 3 70 Oracle Configure to Order Process Guide line If the parameter is blank it will create the configurations for any eligible lines on the sales order Organization Code You can optionally specify an organization Only those sales order with this organization as the shipping warehouse will be processed Offset Days The program will process only those sales orders which are scheduled to ship on or before the system date plus the offset days using BOM calendar days Create Requisition of Type The parameter determines whether to create either or both internal and external requisitions for the sales order lines submitted for creating supply External When the parameter is set to External the program processes only those lines that require external purchase requisitions it does not process lines that require internal requisitions Both When the parameter is set to Both the program processes order lines that require internal or external purchase requisitions and creates internal or external requisitions as needed Requisition and Purchase Order Reservation If you use method 1 amp 2 see above to create the requisition
23. Append with sequence or Replace with Order line number Numbering Method the system inserts a delimiter before the sequence number or between the sales order number and line number Use this profile to define the delimiter to be used by the system Anything may be entered as the delimiter character Do not choose the same delimiter as the item segment delimiter if you have multi segment item number It will cause the configuration item process to fail BOM Configuration Item Type This profile indicates the user item type of the new configuration items created by the Create Configuration Item program A typical setting is ATO item Setup 2 9 BOM Configurator URL for UI Manager In order to preconfigure items using BOM this profile must be set to the proper URL for the configurator in your instance See Preconfiguring Items page 2 32 BOM Create Configuration Exception Behavior This profile indicates whether or not to create a configuration item bill of materials and routing if option items would be dropped from the configuration bill of any organization that the bill is created in The values for this profile are Create and Link Item and Do Not Create You can set this profile at the Site and Responsibility levels See Create Configuration Items page 3 16 for information on how this profile affects autocreate configuration behavior BOM CTO Default Blanket PO Release Method This profile is used to set the release method on th
24. Change Program behavior 2 N Y Yes To create The program items will create everywhere items Customer everywhere may have set forall profile to 2 configuration because they s on open want to use global procurement or transaction flows order lines It will perform purchase price and list price rollup in all organizations where the item gets created by this program BOM amp Routings will not be created since multiple sources or OSS are not setup Updating Existing Configurations 6 5 Item Sourcing Match Run Reason Program Attribute Change Program behavior 2 N N Depends Customers If run the need to run program will this program create items only if they for all want to use existing the newly configuration setup s on open shipment order lines in transaction all flows or organizations global where the procurement model exists on existing It will open order perform lines purchase price and list price rollup in all organizations where the item gets created by this program BOM amp Routings will not be created since multiple sources or OSS are not setup 3 Y Y Yes Customer The program chose to will create create data data everywhere everywhere for all canned configuration S x 6 6 Oracle Configure to Order Process Guide Item Sourcing Match Run Reason Program Attribute Change Program behavior 3 N Y Yes Customer The program chose to will create create data data e
25. Management User s Guide for more information on the setting up workflows Note Configurations will be created as invoiceable by default Therefore if you put an invoicing activity in the config line workflow or assign the ATO item workflow to the config line your configuration item will appear on the customer invoice Config item will always have a zero price on the invoice if the order was placed for the model and options Customize the Order Processing Workflow This section provides details on customizing the workflows if it is needed by your business See Using Oracle Workflow in Oracle Order Management Guide for more information on the OM workflows used by CTO The ATO Model Line the Configuration Line and the ATO Item workflow can be customized by adding blocks or approval activities or by removing some optional blocks and activities Setup 2 55 ATO Model Workflow The following table shows all the activities in the ATO Model line workflow are mandatory ATO Model Mandatory Workflow Activities ATO Model Line Workflow Mandatory Comments Activity Enter Line Yes Schedule Line Yes Configuration Item Created No This activity aids in correctly processing order lines if the configuration item is created before the line is booked If you do not create configurations for unbooked orders remove this activity Note that the creation of the configuration item before booking is desirable if you want ASCP to see
26. Note CTO will create a config item for all scheduled order lines before or after booking Since configuration validation is enforced only at booking this means a configuration could be created for a configuration that is not valid At the time of booking if the configuration is invalid you will be required to change it to a valid configuration which will delink the original configuration That allows you to create a new one However the old configuration will still exist in the system and may have been planned Since planning has no visibility to whether an order is booked or not these planned orders can even be released It is suggested that you schedule AFTER booking whenever possible to ensure planning sees only valid configurations Batch vs Online Mode You can launch the AutoCreate Configuration Items concurrent program to create configuration items for one or more sales orders It is recommended that this program be run at fixed intervals at least once a day with the appropriate parameters If you are using ASCP to plan your configurations the program should also be launched before collections You can also create a configuration item for a single sales order line online from the Sales Order Pad Action button Progress Order AutoCreate Configuration Items You can launch this concurrent program from the Bills of Material menu at any point 3 16 Oracle Configure to Order Process Guide after an order has been scheduled The pro
27. Notes Numbering Method You can choose one of the following values Append with sequence Replace with sequence Replace with order line number shipment User defined Using the above example let s say you choose the Item segment in the Numbering Segment For an ATO model CN97444 Laptop the configured item number will be the following for each Numbering Method CN97444 1236 Laptop 1236 Laptop 45623 1 1 Laptop 45623 is the sales order number 1 is the line number 1 is the shipment number User defined You can use the user defined method to generate customized numbering for configuration items You can use the customized method tp implement in packages BOMCFGL pls and CTOCUCNE pls For details on how to use these packages see Custom CTO Packages page 2 67 Note The numbering method parameter must be set in the OE validation organization The setting in all other organizations is ignored Setup 2 5 Field Name Value Usage Notes Config BOM Creation You can optionally clear this Allowed checkbox to set this parameter to No By default this checkbox is selected set to Yes Include Model Option Class You can optionally select this Items in Lead Time Rollup checkbox to set this parameter to Yes By default this checkbox is cleared set to No Set this to Yes in all organizations in which you plan to manufacture or purchase your configurations It can be set to No i
28. O6 The intersection list is D1 O1 O3 O2 O5 D3 O7 and O20 After pruning with top model sourcing the sourcing tree looks as follows Pruned Source Trees D1 D3 020 JI X 01 02 O7 O20 OO O3 o5 The assignment for the receiving organization D2 is not considered for pruning because D2 is not part of the valid organization specified so the whole assignment is not considered as valid Therefore distribution from org D2 and the whole assignment in that organization is invalid Also note that organization O20 is not part of the model sourcing tree but since organization O20 is part of the intersection list CTO creates an explicit sourcing rule for organization 20 The model s sourcing tree is pruned with the intersection organization list If needed new sourcing rules assignments are identified for this configuration The logic to prune model sourcing based on intersection list is as follows 1 The intersection list is stored in a temporary table 2 The sourcing assignments are retrieved This includes all of the sourcing assignments for model in default assignment set which has receiving organization as one of the org in the intersection list Store these assignments in temp table 3 Item level assignment and customer item assignments for this model are retrieved 3 44 Oracle Configure to Order Process Guide and added to the temporary table 4 Valid souring rows are identified for each assignment in the temporary
29. To activate the CTO link in the iSupplier Portal 1 Log on as the system administrator Setup 2 65 2 Ensure that the Personalize Self Service Defn profile is set to Yes in your user responsibility level 3 Ensure that the Disable Self Service Personal profile is not set to Yes in your default user responsibility level 4 Openthe iSupplier Portal full access 5 Openan active PO it will now have links Personalize Region on top of every region 6 Click the link to personalize that region This will take you to a new page 7 Choose Personalization Level Site Organization Responsibility level 8 Click Next to display the next screen 9 Enter the responsibility Site name 10 Click Next to display the last page to create update the personalization 11 Add the column for configuration details to enable the configuration column on the iSupplier Portal PO details page Any item on the PO that has a base model will have a link activated in this column that will take the supplier to a page that displays all the option classes and options that were chosen in order management If the configuration item has been de linked from the sales order the BOM will be displayed based on the actual configuration BOM in an organization based on the following logic e Display BOM from the first receiving organization on the PO in which it exists e If BOM does not exist in any of the receiving organizations on the PO display BOM from
30. a purchase order purchase requisition or discrete job is created for a member of a product family the MPS is not relieved for the member items as well as the product family You can track reliefs against a Master Demand Schedule for both the product family and the member items You cannot track reliefs against a Master Production Schedule at the product family item level because the MPS for a product family item is not relieved when the MPS for the member item is relieved The procedure for tracking reliefs MDS for a product family item is the same as that for any individual item Production relief relieves your master production schedules for any phantom item when you create a work order for the phantom s parent Since option classes and optionally models are created as phantoms on the configuration item bill Master Scheduling MRP automatically relieves your master production schedules for models and option classes when you create a final assembly order for a configuration Production relief relieves your master production schedules for options and mandatory components when you create work orders for them Setup 2 53 Shipment Relief Shipment relief also known as MDS relief is the process that reduces anticipated demand when you ship product that satisfies a sales order Each time you ship a product to a customer you satisfy demand If the demand is included on your master demand schedules then you typically want to reduce the anticipate
31. an existing matching configuration item If it is found the system will use the matched configuration item instead of creating a new item If the profile BOM Automatic Reservations is set to Yes and you are with in the OM Reservation Time fence a reservation to available on hand will be automatically performed Match is organization independent See Match Configuration Item page 3 6 for more information If you have previously created a configuration for a model sales order line and it was delinked for any reason the original configuration will be relinked to the sales order if the configuration has not changed even if match is off Similarly if the top level configuration changes but a lower level configuration has not the lower level configuration will be reused in the new parent level configuration even if match is off This enables you planning and ATP to reusing existing configurations and their supplies for a sales order if the configuration has not changed If match is not enabled for the model configurations will not be reused across sales order lines For items with the Create Configured Item BOM attribute set to either Item Based on Model BOM Based on Sourcing or Based on Model a supplier type long text attachment will be generated and attached to your configuration item in all the PO validation organizations of the organizations OUs where the configuration is enabled This attachment will contain the configuration de
32. and check the Assemble to Order flag 2 In the manufacturing organization create a new bill of material for the item with no components Put the cursor in the components region Go to the Tools menu and choose Configure Bill This will bring up the configurator where you can pick your options Once done this item can be planned ordered and stocked just like any standard item Preconfiguring Items Example Preconfiguring items respect the multi level structure and the sourcing rules that you have defined for models at all levels of the BOM As an example use Example 2 Process Flow for Multi Level Multi Organization ATO and PTO page 1 7 If you went in to the warehouse W1 added a new item based on your Laptop Computer model and then tried to preconfigure a BOM the program would give you a message asking you to go to Org M1 to configure the item since the entire item is sourced from M1 If you go to M1 and try to preconfigure the BOM the program will invoke the configurator based on the item validation org defined in the OM parameters 2 36 Oracle Configure to Order Process Guide for the given organization You would be able to choose options for all levels of your Bill regardless of where they will be manufactured Then when done the program will create the BOMs and routings in the appropriate organizations based on the sourcing rules In the case of this example a configured laptop computer BOM and routing will be created in M
33. changes made are sent to either the planner or the buyer for any ATO configuration whose workflow is at ship line A configuration line workflow will be at ship line if material or supply is reserved to the sales order line or the workflow is set to skip the autocreate supply process entirely For configured items and make ATO items notification will be sent to the planner of the top model item in the shipping organization For purchase to order ATO items or configurations a notification will be sent to the buyer on the requisition if one exists or the buyer specified on the top model item in the shipping organization The planner or buyer should be a valid workflow user If the planner or buyer is not valid workflow user then notification will be sent to the SYSADMIN user by default The default user can be customized by changing the Change Order Administrator attribute default value in the workflow Please see the inventory user manual to know how to setup the planner code to an item Note These changes could cause data inconsistency between Order Management WIP and PO if action is not taken by the planner to update associated WIP jobs flow schedules or purchase orders Drop Shipped Configurations The CTO change order process does not send notifications for drop shipped orders If you change the request date on a drop ship order before it is interfaced to purchasing the scheduled ship date will not change You must change the scheduled
34. create the appropriate work orders and requisitions Internal requisitions are converted to internal sales orders via a background process and purchase requisitions are converted to purchase orders via the normal purchasing process M2 manufactures and completes the monitor then ships it to organization M1 M1 manufactures and completes the laptop then ships it to organization W1 The laptop is reserved to the sales order picked and shipped Note The Auto Create Final Assembly and Flow Schedule Creation supply creation processes for ATO items are not enabled in process manufacturing organizations When attempting to create the supply from a Sales order workflow by progressing the sales order line the workflow transitions to ship line The concurrent process Autocreate Create and Process Configurations 3 59 FAS skips the sales order lines with ATO items with ship from organizations set as process organizations A generic process flow describing this is presented in Chapter 1 For more information about Advanced Planning and Scheduling please See Oracle Advanced Planning Users Guide For more information about Purchasing please see Oracle Purchasing Users Guide For more information about internal orders please see Oracle Inventory User Guide Flow Manufacturing Oracle Flow Manufacturing Implementation Manual and user s guide provides complete information on implementing flow manufacturing at your facility The manual cover
35. defaults to No See Configuration BOM page 3 27 for more information 2 10 Oracle Configure to Order Process Guide BOM CTO Perform List Price and Purchase Price Rollup This profile determines if list price and purchase price rollup is performed when progressing an order to create a configuration item The value of this profile also determines the default settings of the corresponding parameter in the autocreate configuration batch program This profile is optional If the profile is null a purchase price rollup is performed when a configuration item is created by progressing the sales order However the parameter in the AutoCreate Configuration concurrent program defaults to No See Configuration Purchase Price Calculation Rollup page 3 42 for more information BOM Inherit Option Class Operation Sequence Number This profile controls whether components within the model structure inherit the operation sequence from their parent option class or model The list of values is Yes or No When the profile is set to Yes Bills of Material applies inheritance logic for all items in the model structure with an operation sequence defaulted to 1 In the example below the profile option is set to yes and the CPU and Monitor option class items have operation sequence numbers for the Laptop Computer routing The processor options are defaulted to an operation sequence of 1 and inherit operation sequence 30 from the CPU option class item The VGA Opti
36. emen nennen nnns 7 1 Order P re Lann ete eed ed e ed a t e ER QU evi d rd iie reu Roots 7 5 Purge Matching Tables 5 inuctor 7 5 Index Send Us Your Comments Oracle Configure to Order Process Guide Release 12 0 Part No B31461 01 Oracle welcomes customers comments and suggestions on the quality and usefulness of this document Your feedback is important and helps us to best meet your needs as a user of our products For example e Are the implementation steps correct and complete e Did you understand the context of the procedures e Did you find any errors in the information e Does the structure of the information help you with your tasks e Do you need different information or graphics If so where and in what format e Are the examples correct Do you need more examples If you find any errors or have any other suggestions for improvement then please tell us your name the name of the company who has licensed our products the title and part number of the documentation and the chapter section and page number if available Note Before sending us your comments you might like to check that you have the latest version of the document and if any concerns are already addressed To do this access the new Applications Release Online Documentation CD available on Oracle MetaLink and www oracle com It contains the most current Documentation Library plus all documents revised or released recently Send your comme
37. enables customers to manage a combination of make to stock and make to order business processes If match is not on and a customer is rescheduling an existing order for which the configuration has not changed the linked configuration will be used to reschedule the order resulting in a more accurate and reliable reschedule process In order for ATP to recognize a match the configuration must have been collected and planned in the ATP referenced ASCP plan Pre configuration forecast consumption If a forecast exists for the matched item at any level in your configuration its forecast is consumed first then the model and option forecast will be consumed if needed Planning for option dependant resources When planning to a forecast APS applies the planning percentages to the option dependant resources in addition to Setup 2 47 Forecasting Forecast Control the optional material This means that a planned order for the ATO Model will have it s resource usage reduced proportionally based on how often that resource is expected to be optionally used e Supplier Capacities for ATO Models You can specify a supplier capacity for an ATO model ASCP plans constrain all purchase requirements for the ATO model and all configurations based on the capacity definition of the ATO model You cannot define a capacity for a specific configuration e Support for Multi organization ATO models If you have a multi organization ATO BOM structure or do
38. for all items in the model structure with an operation sequence defaulted to 1 You should maintain a routing for the top level model but may not need to maintain a routing for any option class or model where all items below it have an operation sequence of 1 In the example below the profile option is set to Yes and the CPU option class items have operation sequence numbers for the Laptop Computer routing The processor options are defaulted to an operation sequence of 1 and inherit operation sequence 30 from the CPU option class item Routing is not required for the CPU option class Operational Sequence Inheritance Level Item Item Type Op Seq Operation Sequence Inherited 2 Laptop ATO Model Computer 9 CPU Option Class 30 Retains 30 4 Pentium I Option 1 Inherits 30 JA Pentium II Option 1 Inherits 30 WIP Serial Tracking for Configurations WIP allows you to start serial tracking and genealogy at any operation on the job for assemblies that have predefined serial generation If you want this functionality for your configurations set the model to be under predefined serial control and specify the default serialization starting operation sequence number on any mandatory operation in the ATO Model Routing This information will then be copied to the configuration item routing If you are using non commoned option class routings and you want the default serialization starting operation sequence number on the co
39. for an ATO item or configuration the requisition is automatically reserved to the sales order When the PO is created the reservation will be transferred to the purchase order If you use method 3 you cannot reserve the material to the sales order until receipt into inventory Note that you will not be able to see the PO number on the sales order once the entire PO has been received Managing Changes in Purchasing Changes to a requisition other than requisition cancellation will NOT be reflected in the reservation to the sales order Therefore it is recommended that users never change a req with source type CTO If the PO is cancelled without canceling the requisition the reservation is transferred back to the req If both are cancelled the reservation is removed In the latter case you can run the autocreate purchase requisition batch program to create a new requisition for sales order If a partial PO quantity cancelled or the PO qty is reduced then the reservation quantity is reduced accordingly Again run the autocreate purchase requisition batch program to create a new requisition for the outstanding quantity Note Once a sales order reservation to the PO has been removed either automatically or manually it cannot be manually re reserved You can manually reserve on hand stock to the sales order or the autocreate purchase requisition batch program can pick it up again and create a new supply order along with a new reservat
40. from a third party the relationship is directly between you and the third party Oracle is not responsible for a the quality of third party products or services or b fulfilling any of the terms of the agreement with the third party including delivery of products or services and warranty obligations related to purchased products or services Oracle is not responsible for any loss or damage of any sort that you may incur from dealing with any third party Oracle JD Edwards PeopleSoft and Siebel are registered trademarks of Oracle Corporation and or its affiliates Other names may be trademarks of their respective owners Contents Send Us Your Comments Preface 1 Overview of Configure to Order Implementation Overview of Oracle Configure to Order sssssssssssssssse eme eee 1 1 Definitioris eoe e pei et o eda tede tds 1 2 Process Flows e eet dente d cete ei Pu tke ege EREE eat rade dod 1 4 Feature Highlight aee nod cree tte cen eh ea ke a iee 1 13 Examples Used in This Manual sss eee eme emnes 1 17 2 Setup Parameters oo as aa aa a a LE T Mid 2 1 Profiles neue heben piedras ial ea dnd nia de ia sdb a tees 2 9 Model Items Bills and ROMing iieii ara aiaa e aiaa eene 2 15 Precontig ring Items iiid dee eat nid e danean er lite Hed daat Kaata eE LEa 2 32 Sourcing Setup for ATO Models ssssssssseeee emere nnns 2 37 Forecasting and Master Scheduling for ATO Mo
41. id p order number returns varchar2 The following lookup values are supported for the Configuration Exception lookup type e OPT DROPPED AND ITEM CREATEDY 1 A user selected option was dropped from a BOM in one of the organizations in which the BOM was created e OPT DROPPED AND ITEM NOT CREATED 2 BOM was NOT created because a user selected option would have been dropped from a BOM in one of the organizations in which it should have been created EXP ERROR AND ITEM CREATEDY3 There was an expected error but the item was created anyway e EXP ERROR AND ITEM NOT CREATED 4 There was an expected error and the item was not created If the APIreturns null CTO will sent notifications to the default recipients intended for 2 72 Oracle Configure to Order Process Guide the error type Related Topics Configuration Creation Error Handling page 3 39 Setup 2 73 3 Create and Process Configurations This chapter covers the following topics e Enter Configured Orders e Create Configuration Items e Supplying Unique Configurations e Pick Release and Ship Confirm e Intercompany Invoicing e Activity and Generic Holds in the Order Process Enter Configured Orders This section describes entering and configuring sales orders and provides a detailed description of the workflow for processing configured orders It also describes the Match and Reserve functionality Order Management Overview One of the major features
42. if you have only SLSO ATO models and always use CTO to create supply Setup 2 57 Configuration Line Mandatory Comments Workflow Activity Check Supply Type No Not Required if routings for all models and ATO items are only Discrete routings or flow routings and ATO models and ATO items are not purchased Create Work Order Process No Not Required if Routing of all models used is flow routing Create Flow Schedule No Not Required if Routing of all models used is discrete routing Autocreate Req No Not required if ATO models and ATO items are never purchased Purchase Release Line No Not required if you will never Deferred dropship an ATO model or item Wait for PO Receipt No Not required if ATO models and ATO items are never purchased Ship Line Yes Fulfill Line Yes Close Line Yes Block activities cannot be added inside the Create Manufacturing Configuration Data process and the Create Supply Order process ATO Item Workflow This table summarizes which activities in the ATO Item workflow activity are mandatory 2 58 Oracle Configure to Order Process Guide ATO Item Workflow Activities ATO Item Line Workflow Activity Enter Line Schedule Line Create Supply Order Eligible Check Supply Type Create Work Order Process Create Flow Schedule Autocreate Req Purchase Release Line Deferred Wait for PO Receipt Ship Line Fulfill Line Mandatory Yes Yes Ye
43. in Order Management is the integration of Oracle Configurator Oracle Configurator provides graphical configuration interface dynamic validation and other features that make the order configuration a totally different experience Another major feature in Order Management is the use of Oracle Workflow to provide you control over the sequence of events that occur in processing of orders returns order lines and return lines Oracle Workflow maintains the state of all activities for an order automatically executes functions and sends notification and maintains a history of completed activities Oracle Workflow lets you automate and continuously improve business processes routing information of any type according to business rules you can easily change to people both inside and outside your enterprise Workflow replace Order Cycles to process orders Create and Process Configurations 3 1 Enter Configured Orders Orders entered via iStore or Order Management can be configured using Oracle Configurator Users enter a model on the order then click Configurator to open the Configurator window to select options Oracle Configurator Developer User s Guide provides detailed information on how to define configuration rules to be used during option selection Orders entered in Order Management can be configured using either Oracle Configurator or the Order Management Options Window See Profiles page 2 9 for more information on the profile option t
44. in the parent model s bill in the OM validation organization In order for ATP to consider option specific sourcing any model with option specific sources defined or any model with child models with option specific sourcing defined must have ATP Components set to something other then None If this is not done you could schedule against an invalid organization If this happens autocreate config will error out Components with Option Specific Source lists do not have to be ATPable Option Specific Sourcing Example Model BOM in the item validation org is Modell e QOCI e Ol e 02 e 03 Setup 2 41 Model2 e OC2 e 05 e O6 Modell sourcing Customer Category D1 D2 que EL dili M1 M2 M3 M6 M7 M4 i ze we M1 M3 1 2 Model2 sourcing Global a x Sourcing Rules Sourcing Org Type Org Supplier Alloc Rank rule Global SR11 Item Transfer D1 40 1 Transfer D2 60 1 SR12 Org D1 Transfer M1 30 1 Transfer M2 30 1 2 42 Oracle Configure to Order Process Guide Sourcing Org Type Org Supplier Alloc Rank rule Global Transfer M3 30 1 Transfer M6 40 1 Transfer M7 100 2 SR13 Org D2 Transfer M4 50 1 Transfer M5 50 1 SR14 Org M4 Transfer M1 50 1 Transfer M3 25 1 z 3 Buy S1 25 1 SR15 Org M5 Buy S2 100 1 SR16 Item Transfer M4 40 1 Transfer M5 60 1 MRP Sourcing Assignments Assigned to Org Item BOD SR Customer Modell SR11 Mo
45. inherited from the model 3 20 Oracle Configure to Order Process Guide Hard Coded Item Attributes These attributes are hard coded to the value listed in the table by the autocreate configuration process Hard Coded ltem Attributes Item Master Tab Attribute Name Column Name Table MTL SYTEM ITEMS Value N A Organization Main User Item Type Inventory Lot Divisible Inventory Grade Controlled Inventory Child Lot Enabled Inventory Format Validation Inventory Copy Lot Attributes Inventory Inventory Item Inventory Stockable Inventory Transactable Inventory Reservable Bills of Material Base Model Bills of Material BOM Allowed ORGANIZATION ID item type lot divisible flag grade control flag child lot flag child lot validation f lag copy lot attribute fla g inventory item flag stock enabled flag mtl transactions ena bled flag reservable type base item id bom enabled flag Organizations in which item is created Based on Profile BOM Configuration Item Type N N 1 Yes Base Model s Item Id Y Create and Process Configurations 3 21 Item Master Tab Attribute Name Column Name Table MTL SYTEM ITEMS Value Bills of Material Costing Process Manufacturing Process Manufacturing Process Manufacturing Process Manufacturing Process Manufacturing MPS MRP Planning MPS MRP Planning Purchasing Purchasing Pu
46. is the workflow will stop at Create Supply Order Eligible otherwise it will move to Ship Line activity The program skips the supply process in the following situations Multiple types of source rules are assigned to the item in the shipping organization For example 50 make 50 buy e User defined logic exists See Custom Check Supply Creation API page 2 71 The line status will be Awaiting Supply until an inventory reservation is made However the line can be picked and shipped without reserving material If supply is to be created by CTO the workflow determines what type of supply to create based on setups in the shipping organization when you progress through the Create Supply Order Eligible Activity e If the item is a make item with no sourcing rules assigned to it or has a 100 make at sourcing rule and has either a discrete routing or no routing associated with it a Create and Process Configurations 3 51 discrete job will be created e If the item is a make item with no sourcing rules assigned to it or has a 100 make at sourcing rule and has a flow routing associated with it a flow schedule will be created e If the item is a buy item with no sourcing rules assigned to it or has only buy from sourcing rules associated with it a purchase requisition will be created e If the item has a transfer sourcing rule for 100 transfer from other organizations an internal requisition with the ship from organiza
47. is setup to be PO Price the PO price for the configured item is used during intercompany invoicing Note For configured items created before 11 9 that are not currently Create and Process Configurations 3 81 linked to any sales order transfer prices on mandatory components will also be included in the rolled up transfer price If no transfer price is defined for these components it will be taken as 0 Note Enhanced intercompany is not supported for shipments between two internal organizations Activity and Generic Holds in the Order Process You can apply the following seeded activity based holds on a configuration line 1 CREATE CONFIG Create Configuration 2 CREATE SUPPLY Create Supply The concurrent processes Autocreate Configuration items Autocreate FAS and Autocreate Purchase Requisitions check for the activity based holds and depending on the workflow status ignore the held sales order lines for processing The following table explains the behavior of the concurrent processes for various hold conditions Hold Conditions Model Configur AutoCreate AutoCreate AutoCreate ation Configuration FAS Purchase Requisitions Model Generic Hold with Hold with Hold with message message message Activity based Hold with Creates WIP Job Creates CREATE CONF message Requisition data IG Configuration Generic Hold with Hold with line message message Activity based Creates WIP Job Creates CREATE CONF I
48. item master organization the configurations is deactivated in this organization and all child organizations The default is Current organization Configuration Item Deactivates a specific configuration If this is enabled all other parameters except Transacted Days Ago and Apply Item Template are ignored if a value is entered for this parameter Base Model Item If specified deactivates the model and all its configurations in that organization This allows you to stop producing an entire model in a specific organization LOV includes all items assigned to this organization with a BOM item type of Model and with the ATO attribute checked Option Item Enabled only if base model is specified Allows deactivation of only those configurations of a model for which this option is specified as an optional component When the match is enabled for a bese model and the deactivation program is executed in a child organization the program deactivates an OSS configuration in that organzation but does not remove the configuration from the match tables This program does not update the sourcing rules so they must be manually updated Transacted Days Ago Configuration items with material transactions outside of the time frame are evaluated for deactivation The default is 90 Apply Item Template Allows users to choose an item template to apply to all deactivated configurations This allows users to control the settings of item attributes NOT co
49. level cost roll up It is recommended that you set up user defined costs for the model Costs for all other optional and mandatory compoonenets should also be set up rolled up as applicable If costs are not shared across organizations during the autocreate configurations process CTO copies the cost of the base model to the configuration item in each organization in which the configuration item is assigned Costs are copied in the valuation cost type of the costing organization The user defined cost is copied in all types of costing organizations In Average LIFO and FIFO costing organizations the cost in the respective rate types is also copied After the BOM and Routing has been created and the list price of the item has been calculated CTO calculates the cost of the configuration item using a single level cost roll up For Make configurations the cost is rolled up by adding up the valuation costs of all the components in the configuration BOM for which Include in cost rollup flag is set to Yes This is the total Rolled up Cost for the configuration The cost is calculated in the manufacturing organization If a configuration item is purchased an entry will be created in the cost type specified in the profile BOM CTO Buy Cost type based on the list price of the configuration in the PO Validation Organization This cost is the total Rolled up Cost for the configuration A non updateable cost type CTO has been seeded to facili
50. lower level configurations in the pegging tree However if a match is not found for the parent but is found for a child configuration the child displays the matched item Options option classes and submodels do not have information about the warehouse or their availability dates Instead each component has an associated Days Late that can be used to estimate which option is causing your entire configuration to be delayed ATP And Option Specific Sourcing If option specific sourcing is specified for a model the order is promised by looking at model sourcing rules and the list of organizations and suppliers specified for option items If a ship from organization is specified ATP verifies that the ship from organization is a valid organization based on the option specific sourcing If it is not valid an error displays Note that the option specific set up of the child models may affect the validity of the parent model even if the parent model does not have any OSS setup If the ship from organization is valid or not specified ATP uses the option specific source list for the specific configuration to trim the tree of sources assigned to the model and traverses the trimmed tree to look for availability for the current configuration The Make Buy code is honored in the last source on each branch of the trimmed tree provided no source setup is found for that organization If there is a valid option specific source list for multiple selected optio
51. not manufacture in the shipping organization you must use ASCP and DP for global forecasting MRP forecasting processes does not support multi organization forecast consumption See the CTO chapter of the Oracle Advanced Planning Implementation and User s Guide for more information MRP can be used to plan for configurations that e Are not sourced and do not require any of the ATP features mentioned above e Are sourced but do not require forecasting or ATP e Are multi level but do not require forecasting or ATP See Oracle Master Scheduling MRP and Oracle Supply Chain Planning User s Guide for more information Oracle Master Scheduling MRP enables you to define and maintain forecasts for any item at any level on your bills of material You can directly forecast demand for option classes options and mandatory components You can also explode forecasts for models and option classes through model and option class bills to selected option classes options and mandatory components Use the Forecast Control item attribute to tell the system the types of demand that you place for models option classes options and mandatory components MRP and ASCP use the Forecast Control value you assign to each assemble to order and pick to order item when forecasting and master scheduling models and options Consume Independent forecast demand is demand that you place for an option by directly entering forecasts for the option rather than explodin
52. on the ship from organization s sourcing only Based on Model This value creates Items BOMs and Routings in all organizations where the model item BOM and Routing exist Use of the following features require you to use the setting Based on Model Multiple sources Global ATP Match with PDS ATP when sourcing models Add warehouse changes after config item creation The item attribute must be set to Based on Model for all child models of a model set to Setup 2 19 Based on Model If this is not followed AutoCreate Configurations errors out for this model s configurations You should also set the model s attribute value to Based on Model if the model has customer region or item sourcing rules or if you have PDS with match on and you have assigned sourcing rules to your models It is possible to use a setting other than Based on Model if you are using match but always manufacture the configuration and its subconfigurations in the shipping organization Warehouse changes are allowed if the model s attribute value is set to Based on Model and you have assigned sourcing rules to your models CTO does not perform any validations for the new warehouse to check if configuration data already exists in the required organizations for this warehouse Set the attribute to Items based on Model BOMs and Routings Based on Sourcing or Based on Model if shipment or transaction flows are in use that cause your configuration to be invoiced in organiz
53. order Advanced Planning does not recognize demand for an ATO model order until this step You can create a configuration for a scheduled order before it is booked See AutoCreate Configuration Items page 3 16 1 8 Oracle Configure to Order Process Guide ATO PTO Name Description Yes Yes Create Top Level Production Supply In a multi level organization you can create production supply in the shipping organization only if the final assembly is manufactured entirely in that organization If the shipping organization does not manufacture the final assembly and sources it entirely from another internal organization you can create an internal requisition to transfer it from the source organization If the shipping organization has more than one source any combination of Make Buy or Transfer use Advanced Planning to recommend supply Plan lower level configuration supply If the final assembly is being shipped from the manufacturing organization itself Discrete Autocreate Final Assembly Orders Automatically open a discrete job for the top level item on each new ATO configuration order These work in process jobs are reserved to the sales order This process could also create supply for lower level configurations if they are being built or bought from the same organization Flow Use the Line Scheduling workbench to schedule your line based on sales orders The sales order number is
54. program Perform Flow Calculation If you specify Yes Total Product Cycle Time Yield Net Planning Operation times will be calculated for your processes operations and events in the configuration flow routing If you specify No those data will be copied from the model This parameter gets defaulted from the profile BOM CTO Perform Flow Calculations and is valid only for items with a flow routing To calculate these values at a later time open the configuration flow routing from the Graphical Line Designer or run the batch calculation of yield and times for flow routings concurrent program Perform Purchase Price Rollup If this parameter is set to Yes the process enables you to perform a list price and purchase price rollup for all configurations created This parameter defaultd from the profile BOM CTO Perform Purchase Price Rollup To calculate the purchase price at a Create and Process Configurations 3 17 later date execute the CTO Purchase Price concurrent process See CTO Purchase Price Calculation Concurrent Program page 3 42 for more information on how this calculation is performed Perform Cost Rollup If this parameter is set to yes the process performs a cost rollup in all organizations where the new configuration item can be made or received For configuration with the Create Configured Item BOM attribute set to Based on Sourcing or BOM Based on Sourcing these organizations are limited to the ship from organizations
55. referenced on the flow schedule Internal Transfer If the final assembly is entirely transferred from another manufacturing organization the Autocreate Requisitions process automatically creates an internal requisition for this assembly and reserves it to the sales order Note You can also progress the order through Create Production Supply which automatically opens a discrete job creates a flow schedule or creates an internal requisition for the final assembly item of the active configuration order line For items that are manufactured in the shipping organization this process can optionally create supply for lower level configurations if they are built or transferred in the same organization In a multi organization environment Use advanced planning to generate and implement planned orders across your supply chain Overview of Configure to Order Implementation 1 9 ATO PTO Name Description 10 Yes Execute Supply Chain Plan 11 Yes Yes Pick Release and Ship Configuration Orders 12 Yes Deactivate Configuration Items Complete required manufacturing in the respective source organizations and ship to the shipping organization If the shipping organization is the same as the manufacturing organization of the top level configuration item the work in process reservation or flow schedule reference is automatically converted into an inventory reservation when you complete the top level configurat
56. rules it will be treated as a manufactured item for the purposes of cost rollup If a configuration is transferred from one organization to another a single level cost roll up is performed first in the manufacturing or procuring organization then in the receiving org as described above For more information on cost roll up see the Oracle Costing User s Guide CTO does not perform an automatic cost roll up for preconfigured items However the user defined and item costs are copied to the pre configured item Note Do not perform a cost roll up on the model itself The model is not expected to have a rolled up cost since it is not a standard item and will cause your pre configured item cost to be incorrect Costing of Matched Configurations If the profile Match to Existing Configurations has been set to Yes the autocreate configuration process may find a match to an existing item The matched item may be an autocreated or pre configured item for which cost in the current organization may or may not have been previously rolled up CTO will decide whether or not to perform a cost rollup of a matched configuration based on the following rules 1 Inastandard cost organization 1 Ifthe item has already been transacted in the current organization CTO will not perform a cost roll up It will simply update the CTO cost type of the item with the existing frozen cost 2 If the item has not been transacted and the item sourcing has changed f
57. ship date manually Order Changes and Returns 5 3 Most order changes on a drop ship sales order can be automatically communicated to the purchase document as long as an ASN or receipt has not been performed For configurations e Anon system constraint exists that does not allow re configuration add option delete option quantity change of ATO Model and its children after a PO has been approved The condition of the constraint is PO Approved e You will not be able to manually de link the config item for an ATO Model if the related drop ship PO is approved e When OM deletes the config item line due to re configuration Purchasing cancels or deletes the related line shipment depending on PO status If PO is not approved then the PO line shipment can be deleted If PO is approved then the PO Line shipment is canceled See De link Configuration Item page 3 33 for more information Fulfillment in the Oracle Order Management User s Guide has more information on drop ship change management Important If the ATO Model is re configured the Purchase Order line shipment tied to the Configuration Item loses its relationship to the Sales Order Line Purchasing will not be able to derive any Sales Order Information for any exception handling Due to this reason it is recommended not to disable the new re configuration constraints You will have to manually handle any resulting exceptions due to the disabling of the constraints Proces
58. sources e Even though M2 option specific list said Org 2 Org 3 amp Org 4 are valid since M3 1 cannot be made in Org2 and there is no sourcing for it from Org2 M2 1 also cannot be made in Org2 Similar logic exists for Org 3 Therefore CTO further restricts the valid list and creates the BOM and Routing only in Org 4 and create only the sourcing assignment in Org3 to transfer from Org4 M2 1 is marked as created with option specific sources e MI 1 has no option specific valid organizations implying it can be made anywhere it has a BOM However because of the Option Specific Sourcing for the child models the only valid sources for the M1 1 are Org 3 or Org4 CTO therefore creates the BOM and Routing for M1 1 only in Org 3 amp Org 4 CTO also creates 100 Make At sourcing assignments in Org3 amp Org4 even though the model has no sourcing for use in validating the ship from organization when matching to this Create and Process Configurations 3 49 configuration in the future or when an order is entered directly M1 1 is marked as created with option specific sources Assume another order comes in for the same configuration against Org1 and match is on The item has been created but not collected or planned ATP calls CTO for a match and Option Specific Sourcing CTO returns a match and a list of valid organizations based on their sourcing rules e M1 1 Org 3 amp Org4 M1 1 is marked as having option specific sources even t
59. sourcing chain This parameter defaults from the profile BOM CTO Perform Cost Rollup To calculate the cost of the configuration item at a later date execute the CTO Cost Rollup Calculation concurrent process See CTO Calculate Cost Rollup page 3 41 for more information Notify User for Exceptions This parameter enables you to receive notifications if the batch process is executed manually This parameter defaults from the profile BOM Send notifications for Autocreate Config Exceptions Sales Order Line You can specify a specific sales order line If the parameter is blank it will create the configurations for any eligible sales order line If you specified a sales order you can also specify a specific sales order line Note If you are using APS to plan your configurations you must create configured items for all scheduled sales orders prior to running your collections and plan Any sales order without a configuration item linked to it WILL NOT BE PLANNED Therefore if you are using APS it is recommended that you schedule this program in a request set with collections In this scheduled program without a sales order or release offset days specified and with leadtime flow purchase price and cost parameters set to yes Sales Order Pad Action Button Progress Order After an order is booked you can create a configuration item for one sales order line from the Sales Order Pad This process uses profiles to determine if lead time f
60. the first organization within this Set of Books in which it exists If BOM does not exist in any of these organizations display a BOM not found message For more information on the iSupplier Portal see Oracle iSupplier Portal Implementation Manual Supplier Item Descriptions CTO displays the supplier item descriptions for the model option class and options on the iSupplier Portal configuration details page and in the item level text attachment that is generated during auto create config for buy configurations Supplier item descriptions are shown only if defined on the blanket if the document is a blanket release or the global ASL for the item for the supplier supplier site if the 2 66 Oracle Configure to Order Process Guide document is a standard purchase order Custom CTO Packages Catalog Descriptions of Multiple Level Models By default CTO creates catalog descriptions for a configuration item using its components descriptive element values For multiple level configurations the description of the parent configuration does not roll up the description from child configurations CTO provides a custom package CTO CUSTOM CATALOG DESC to enable customers to create custom catalog descriptions Details of the package are as follows File Name CTOCUCLS pls Package Specification CTOCUCLB pls Package Body Package Name CTO CUSTOM CATALOG DESC Procedure Name catalog desc method You can alter the default beh
61. time for any sales order or preconfigured item You can launch this concurrent program from the Bills of Material ATO menu The program supports the following parameters Organization You can optionally specify an organization in which to perform the roll up Configuration Item Specify a specific existing configuration for which you want to perform the rollup Base Model ID If you specify a base model all configurations with that base model that meet the rest of the program parameter criteria will be rolled up Created Days Ago Program rolls up purchase prices for any configuration item created within the specified number of calender days and meets the other program parameters Load Type Choose between e Autocreated Configuration Items only e Preconfigured items only e Autocreated and Preconfigured Items This determination between the type of items is done based on the Autocreated Configuration item attribute CTO Purchase Price Calculation Concurrent Program CTO also provides a CTO Purchase Price Calculation concurrent program to calculate the purchase price for any sales order or preconfigured item This can also be used to recalculate a price if the autocreate config program is unable to calculate the price for any reason It should also be used to recalculate blanket prices for all open sales orders on the day you cut over to a new blanket for a model You can launch this concurrent program from the Bills of Material
62. to a catalog Configure to Order ignores the return values of the CUSTOM function More on cataloging configurations can be found in the CTO chapter of the Oracle Bills of Setup 2 31 Material User s Guide See Custom CTO Packages page 2 67 for more information Configuration Rules Configuration rules are defined in Oracle Configurator Developer For more information on setting up configuration rules please See Oracle Configurator Developer User s Guide Preconfiguring Items Invoke Oracle Configurator from within Oracle Bills of Material to create a configured bill of material and routings for a pre defined ATO item This is very useful in a business to business environment where the same configuration is ordered repeatedly Preconfigured items can be built to forecast and kept on hand Customers can order the preconfigured items directly as they would a standard ATO item Preconfigure BOM respects the new organization level BOM parameter Create Configuration BOM An error message displays if you try to preconfigure in an organization where this parameter is set to No You can preconfigure multi level structures within BOM in a manner similar to that done in Order Management The configurator uses the item validation organization defined in the OM parameters form for the current organization to determine the BOM to present during the configuration session Once the options are chosen the sourcing rules on the models the set
63. unbooked order as demand and plan for it Create Configuration Eligible Yes Create Configuration Yes Creates item BOM and routing Wait for CTO Yes Line Level Invoice Interface Yes Close Line Process Yes Configuration Line Workflow This table summarizes which activities in the Configuration Line workflow activity are mandatory and which are optional 2 56 Oracle Configure to Order Process Guide Configuration Line Workflow Activities Configuration Line Workflow Activity Enter Line Check Reservation Check Supply Creation Create Supply Order Eligible Mandatory Yes Yes Comments Enter Line activity is added to the configuration flow to account for configuration creation before an order is booked provided the respective model line is scheduled This requires the configuration line workflow to wait for booking if the configuration is created before the order is booked Once the order is booked the configuration line progresses to Create Supply Order Manual activity Enter line activity does not affect the configuration flow if the order is booked before the configuration item is created This activity moves an ATO item WF directly to shipping if a reservation to the order is made before the order is booked Remove this item if you do not reserve ATO items manually or automatically before booking Checks if the supply needs to be created by CTO or planning Remove this activity
64. your configuration after booking Configuration Item For the configuration order line there is a processing constraint that prevents updating anything on the configuration line To make changes to the configuration line s dates or quantities change the ATO model line and the changes will cascade to the configuration item ATO Item For ATO Item order line there is a processing constraint that prevents the user from changing the warehouse after a work order flow schedule purchase requisition or purchase order has been created and reserved to the ATO item There is also an OM constraint that prevents cancellation or reduction in quantity of an ATO item line if the line is interfaced to shipping and some deliveries are staged This is a non seeded constraint If this constraint is removed then the staged lines can be canceled It is recommended that you do not remove this constraint Users also cannot cancel any quantity that is associated with a closed delivery However if the line is interface to shipping and there are no staged deliveries but there are some closed deliveries then the unclosed qty in the order line can be canceled Remnant ATO Model Lines All lines in a PTO Model can become remnant if the PTO model is partially shipped Additionally all lines will become remnant if any item under a non ship model complete PTO Model is dropshipped and has been partially or fully received If you are using PTO ATO Hybrids you w
65. your models Model sourcing assignments must be done on the source in the assignment set specified in the MRP Default Assignment Set in order for the configuration item to be created with the correct sourcing If you have an item level assignment for the purposes of ATP and of planning feedback loop you must ALSO have an organization level Make At or Buy rule in the end node in your sourcing chain to avoid a circular sourcing error in the AutoCreate Configurations process For example assume there is an item level assignment that says to transfer from M1 and M2 If M1 makes the configuration it must have a org level Make At rule assigned If M2 buys the configuration it must have an organization level Buy From rule assigned Region or other assignments that cannot be defined on the source should never be Setup 2 37 assigned to the model itself as they will not be applied to the configuration To use these types of rules create category level or higher assignments A new category can be created for this model or group of models if it is necessary to assign a rule to a specific model Cross instance sourcing does not work for configured items because it is not defined on source Note You must specify the same assignment set in all of the following places to assure accurate results throughout your CTO process e MRP Default Sourcing Assignment set on the source e MSC ATP assignment set on the source if it is defined e MSC ATP A
66. 1 and a configured monitor item and routing would be created in M2 You will get a message when the program completes indicating that the BOMs were created in the appropriate organizations Sourcing Setup for ATO Models Sourcing rules assigned to models are used during the planning of the model forecast and during ATP of a model sales order These same rules are used during autocreate configuration to determine the correct sourcing for the configured item Once the configuration item is created its sourcing rules are used for all planning and execution Note If you are using transfer from sourcing rules on your models you must use ASCP Global forecast and ATP based on planning output to ensure proper forecast explosion planning ATP and forecast consumption of your models configurations If you are using a customer region or item specific sourcing rule for ATP purposes to choose a shipping warehouse but then all manufacturing for the configuration and any sub level configurations are done in the shipping organization In this case you can specify a forecast directly in the shipping organization instead of using global forecasting See the Oracle Demand Planning Implementation Manual for more information on global forecasting and the Oracle Advanced Planning Implementation and User s Guide for more information on ATP and planning for configurations Sourcing Assignments You can assign sourcing rules or Bills of distribution to
67. 9 MAY 2006 00 08 27 f Display Future and Current gt Implemented Only Order Management Item Seq Operation Seq Check ATP Mutually Quantity Component Optional Exclusive Minimum Maximun me f 0C42556 v 80 0 sB10299 o so 2 sum D 00 30 CM67433 mm ommo 0o ov u aaa Substitutes Designators sl Operations Bill Details ges Oracle Bills of Material enables you to define option dependent operations in model or option class routings You can specify that a routing step is option dependent which causes the configuration to include that routing step only if an option referencing that step was chosen You can assign multiple routing steps to a single optional component in the model bill You specify one value in the operation sequence column on the main BOM window The operation you specify on the main window is used as the back flush location for the item You can then assign additional operation sequences to the components by using a child window The child window is available from any optional BOM component line by clicking the Operations button the Assign Operations Setup 2 27 window appears Laptop Computer ATO Model BOM Level Item Item Type Op Seq Optional Qty 2 Laptop ATO Model No 1 Computer NC Carrying Product 10 No 1 Case ee Keyboard Product 20 No 1 93 CPU Option Class 30 No 1 4 PentiumI Purchased 30 Yes 1 Item 4 Pentiu
68. Autocreate DropShip Requisition 3 70 Autocreate DropShip Requisition Batch Program 3 74 Autocreate Final Assembly Orders 1 6 1 9 AutoCreate Req 2 65 3 67 B Base Model 1 2 Batch vs Online Mode 3 16 Blanket Price Calculation Setup 2 63 Blanket Price Rollup 3 50 Blanket Purchase Order 2 63 Blanket Purchase Orders for Models Limitations 2 64 Blanket Release 3 75 Block Activities 2 58 BOM Organization Enablement 2 26 BOM and Routing Creation 2 34 BOM Attributes 2 23 BOM Parameters form 2 1 Buy Cost Type 3 36 C Cancel a Blanket Line 2 64 Catalog Descriptions 2 67 Catalog Descriptions of Multi Level Models 2 67 Cataloging Configurations 2 30 Check ATP for ATO Models 3 3 Common Model Routing to Option Classes 2 26 Complete an Assembly 3 58 Configuration BOM 3 27 Index 1 Configuration Creation Error Handling 3 39 Configuration Items 3 16 3 18 batch vs online mode 3 16 cnfiguration iems 3 18 de linking 3 33 item cost rollup 3 35 lead time calculation 3 34 linking 3 34 purchase price calculation rollup 3 37 Configuration Line Workflow 2 56 Configuration Routing 3 32 Configuration Rules 2 32 Configured Orders 3 1 dropshipping 3 2 workflow 3 9 Copy Category Sets 2 68 Cost Roll up 3 35 Create Configuration Eligible 3 33 Create Configuration Error Notifications 2 72 Create Configuration Items 3 18 Create Lower Level Supply 2 3 Create Production Supply 1 6 C
69. G Requisition data 3 82 Oracle Configure to Order Process Guide Model Configur AutoCreate AutoCreate AutoCreate ation Configuration FAS Purchase Requisitions Activity based Hold with Hold with CREATE SUPPL message message Y Create and Process Configurations 3 83 4 Supply To Order Workbench This chapter covers the following topics e Supply to Order Workbench Supply to Order Workbench This section describes the CTO supply to order Workbench The Supply to Order Workbench is used to view the status information for Configured and ATO orders as well as for all dropship orders Overview of the Supply to Order Workbench The concept of the Supply to Order Workbench is to give the customer service representative additional details of a multi level ATO configuration and top level supply that is linked to the current sales order for a configuration ATO item or Drop Shipped Order line The goal is to provide them with a single source of information to give their customers accurate order statuses It is a self service application that can be accessed through the sales order header or lines by clicking Actions and choosing Supply to Order Workbench You can access the Supply to Order Workbench within Order Management from the Supply to Order Workbench action menu You can also bring up the Supply to Order Workbench independently via the menu option in the self service application menu The Supply to Order Workb
70. Guide e Sales Order Line If you specified a sale order you can also specify a specific sales order line If the parameter is blank it will create the configurations for any eligible lines on the sales order Organization Code You can optionally specify an organization Only those sales order with this organization as the shipping warehouse will be processed e Offset Days The program will process only those sales orders which are scheduled to ship on or before the system date plus the offset days using BOM calendar days Requisition and Purchase Order Link There are no reservations for drop shipped order lines To see the requisition or purchase order number that was created for the order select the external order line and go to Actions Additional Line Information Dropship tab To manage changes to the order or purchase order use the OM Sales Order to Purchase order discrepancy report Receive an Assembly You must perform a logical receipt of the purchase order which will trigger a logical shipment on your sales order See the Order Management User s Guide for more information Communicating Configuration Details to Your Supplier When purchasing a configuration a purchase order or blanket release is created for the configuration item itself CTO provides two methods to communicate the configuration details to your supplier item attachments and the iSupplier Portal During AutoCreate Config CTO creates a supplier type
71. IC FLAG Physical Attributes Type Downloadable DOWNLOADABLE FLAG MRP Planning Calculate ATP mrp calculate atp flag MPS MRP Planning MPS Planning Calculate MRP CALCULATE ATP FL ATP AG Create and Process Configurations 3 25 Item Master Tab Attribute Name Item Attribute MPS MRP Planning Forecast Control ATO FORECAST CONTROL Service Debrief and Charges RECOVERED PART DISP C Recovered Part Disposition Service Service Enable Defect Tracking Service Installed Base Create Fixed Asset Service Enable Provisioning Web Option Orderable on the Web Web Option Back Orderable Web Status WEB STATUS N A Hidden Field N A Hidden Field ODE DEFECT TRACKING ON F LAG ASSET CREATION CODE COMMS ACTIVATION RE OD FLAG ORDERABLE ON WEB FLA G Web Option N A VOL DISCOUNT EXEMPT FLAG COUPON EXEMPT FLAG Configured Item Level Inventory Setups If any of the following inventory setups exist for the model it is copied to configuration items e User defined costs e Descriptive element values e Categories e Related items e Subinventories Except Lead times e Secondary locators 3 26 Oracle Configure to Order Process Guide Cross references Item subinventory defaults Item locator defaults Pending status ABC assignments The following are not copied Manufacturer part numbers Item safety stock Configuration BOM The settings of the Create Config Item BOM attribute on the m
72. Model Items Bills and Routing Preconfiguring Items Sourcing Setup for ATO Models Forecasting and Master Scheduling for ATO Models Order Management Setup Shipping Setup Purchase Pricing for Models and Supplier Communication Custom CTO Packages The following table lists the fields in the BOM Parameters form that are relevant to configurations Setup 2 1 Parameters M1 Max Bill Levels 10 Configuration Options Inactive Status Numbering Segment Item Numbering Method Append with sequence Create Lower Level Supply Auto Created Configuration It Include Model Option Class Items in Lead Time Rollup Config BOM Creation Allowed Ci Use Phantom Routings M Inherit Phantom Op Seq 2 2 Oracle Configure to Order Process Guide BOM Parameters Field Name Value Usage Notes Create Lower Level Supply You can choose one of the following values No Auto created Configuration items only ATO items and Auto created Configuration Items This parameter is used to indicate whether or not the system should create supply for lower level configurations and ATO items when progressing an order on line in order management or when using the Autocreate FAS batch program If set to No the system will create supply only for the top level ATO item or configuration This is the default value for this parameter If set to Auto created Configuration items only it will c
73. Option Dependent Event 2 30 Option Dependent Routing Steps 2 27 Option Specific sources autocreate configuration 3 47 Option Specific Sources blanket price rollup 3 50 impact 3 43 pruning the sourcing tree 3 43 Option Specific Sourcing 2 35 setup 2 39 Oracle Configurator 3 1 Oracle Workflow 3 1 Order Changes 5 1 dropshipped configurations 5 3 notification 5 1 5 3 Ordering Configurations 1 14 Order Line Statuses 3 12 Order Management setup 2 54 validation organizations 2 60 workflow 2 55 Order Management Parameters 2 7 Order Purge 7 5 Organization Code 3 71 OSS 2 38 Overview of Oracle Configure to Order 1 1 P Package CTO_CUSTOM_CATALOG_DESC 2 67 CTO CUSTOM CATEGORY PK 2 68 CTO CUSTOM MATCH PK 2 71 CTO CUSTOM PURCHASE PRICE PK 2 70 CTO CUSTOME LIST PRICE PK 2 70 Index 3 CTO CUTOM CONFIG NUMBER 2 69 Perform an Assembly Return 3 64 Pick Release 3 81 Pick Release and Ship Confirm 3 81 Pick to Order Item 1 3 Pick to Order Model 1 3 Planning Configurations 1 14 Planning Percent 2 23 preconfigured items 1 2 2 3 Preconfigured Items 2 32 2 68 3 36 Preconfiguring 2 36 example 2 36 Preconfiguring Items 2 32 Price Breaks 2 63 Process Flow 1 4 Processing Constraints 5 4 reinstituting prior constraints 5 6 Procuring Configurations 1 16 Product Definition 1 13 Profile Options automatic reservations 2 9 blanket PO release method 2 10 buy cost type for configurations 2
74. Oracle Configure to Order Process Guide configuration Sales orders that match the popular configuration will consume its forecast first then revert to the model and option forecast This feature can also be used for forecasting popular configurations at lower levels of the BOM structure in order to build these subsassemblies in advance of anticipated demand See the CTO chapter of the Oracle Advanced Planning Implementation and User s Guide for more information Demand Planning for Configurations You can use Oracle Demand Planning to calculate planning percentages based on the sales history of models and options This is useful for predicting the mix of options in configure to order environments The sales history of the models independent demand and options dependent demand is derived from the sales of the configuration items This feature allows you to quantify the relationship of dependent to independent demand options to model in two ways 1 Historical planning percentages Ratio of average sales history of options to average sales history of option classes or models You can specify the historical period over which the sales history is averaged This is applicable when the make up of the products is relatively consistent over time 2 Forecasted planning percentages Ratio of forecast of options to forecast of option classes or models This is applicable when the product mix is variable and product trends and seasonal projecti
75. Oracle amp Configure to Order Process Guide Release 12 0 Part No B31461 01 October 2006 ORACLE Oracle Configure to Order Process Guide Release 12 0 Part No B31461 01 Copyright 2000 2006 Oracle All rights reserved Primary Author Valerie Dubois Evelyn Tran Amy Sonczalla Contributing Author Yuana Kumala Perry Toscano Usha Arora Raja Ivaturi The Programs which include both the software and documentation contain proprietary information they are provided under a license agreement containing restrictions on use and disclosure and are also protected by copyright patent and other intellectual and industrial property laws Reverse engineering disassembly or decompilation of the Programs except to the extent required to obtain interoperability with other independently created software or as specified by law is prohibited The information contained in this document is subject to change without notice If you find any problems in the documentation please report them to us in writing This document is not warranted to be error free Except as may be expressly permitted in your license agreement for these Programs no part of these Programs may be reproduced or transmitted in any form or by any means electronic or mechanical for any purpose If the Programs are delivered to the United States Government or anyone licensing or using the Programs on behalf of the United States Government the following notice is applicable
76. Parent configuration BOMs are also created Lower level configuration item does not exist in BOM creation org Configuration BOM are not created if any of the lower level configuration items do not exist in this organization In this case BOMs Routings and sourcing are not created for this configuration item in all organizations Optional processing is not performed for this item However configuration items are created for this item This may happen if you choose not to create data for pre configured items and the pre configured item is a child on an auto created item BOM Note If any items fail correct the issue and resubmit the item for processing by adding it to the assignment set again Or you can process them directly Before Running Update Existing Configuration It is recommended that you make setup changes to a subset of models rather than trying to change them all at once Perform the following steps for the items you are changing before running the Update Existing Configuration concurrent program e Setup Option Specific Sourcing if applicable e Setup Multiple Sourcing if applicable e Setup Shipment and Procurement Transaction flows if applicable e Setup Global Procurement and Blanket Agreements if applicable e Set the following profiles if they are not already set 6 14 Oracle Configure to Order Process Guide e BOM CTO Perform Cost Rollup e BOM CTO Perform List Price and Purchase Price Rollup e BOM CTO Perf
77. Supply Details Page can only be accessed from the link on the Supply to Order Lines tab for a given sales order line The page displays context information from the line at the top of the page then lists all the open supplies WIP Jobs Flow Schedules Requisitions or Purchase Orders for the sales order line Note Inventory reservations are shown in the header of this page This page has three tabs General Supply Information Orders and Purchasing Documents The General Supply tab contains information relevant to all types of supply such as the Supply Type Linked quantity Document Number Status Expected Completion Date and Need by Date The Work Orders tab contains details specific to work order jobs Job start date Start Quantity Scrap Quantity and WIP Job Lot Number The Purchasing Documents tab contains details specific to purchasing documents Requisitions POs and ASNs This tab has two tables 1 Requisitions and Orders table 2 Advanced Shipment Notices table Table Requisitions and Orders contains information specific to Internal Purchase and Dropship Requisitions such as Operating Unit Document Revision Line Supplier Buyer Promised Date Internal Sales Order and Operating Unit Sales Order and Operating Unit are applicable only when the purchasing document is an Internal Requisition You can add Job or PO descriptive flex fields to the tabs by personalizing the page Table Advance Shipment Notices includes the infor
78. TO Compute Model r CPU ATO Option Class tes Purchase Pentium I d ms Purchase Pentium d II ATO Monitor Model VGA ATO Option Class VGA Purchase Manual d Item des Purchase VGAI d Item T Purchase VGA2 d Item Optional Yes Yes Yes Yes Yes Yes Yes Supply Type Assembly Pull Assembly Pull Assembly Pull Assembly Pull Phantom Assembly Pull Assembly Pull Phantom Phantom Assembly Pull Assembly Pull Assembly Pull Planning 110 40 95 100 100 65 35 100 70 100 50 50 Qty Mutually Exclusiv e Yes Overview of Configure to Order Implementation 1 19 Level Item Item Type JA EGA ATO Option Class NE TEN Product EGA1 vui TU Product EGA2 4 A Purchase Monitor d Item Manual Optional Yes Yes Yes No Supply Type Phantom Assembly Pull Assembly Pull Assembly Pull Planning 30 55 45 100 Qty Mutually Exclusiv e No Example 2 A multi level ATO in a multi organization environment The following is an example of a hybrid PTO ATO in a multi level multi organization environment It uses the same PTO Model Promotional Laptop that has three pickable items Diskettes a Battery Pack and the Laptop Computer ATO Model However now the Laptop Computer Model is sourced from another organization and the monitor model has been m
79. TO model order line Order Management creates a new order line for the configuration item The configuration item line goes through manufacturing and shipping processes while the ATO model line waits for the completion of those processes Note For multi level configurations order management creates a configuration line for the top level configuration item Lower level configuration item details are not maintained by order management The following describes the differences between the two lines ATO Model vs ATO Configuration Order Line Workflows Line Type Main Activities for the Line ATO Model Line Enter book schedule create configuration item including BOM and routing invoice fulfill Create and Process Configurations 3 11 Line Type Main Activities for the Line Configuration Item Line Enter create supply shipping fulfill Order Line Statuses The status on an order line provides good information on the current state of a line The following table lists the line status for both the ATO model and the configuration line Line Status for Both the ATO Model and the Configuration Line Order Line Type ATO Model Configu ration Line Status Entered Booked Fulfille d Closed Fulfille d Closed Awaiti ng Shippin g Awaiti ng Supply Status Description The line is entered and not booked The line is booked After the configuration line is shipped th
80. This is a boolean function If this function is taking care of creating vendor based price it should return TRUE otherwise it should return false By default it will always return FALSE Note If this function returns TRUE it is assumed that the vendor based price calculation and creating blanket or other document is done by this procedure 2 70 Oracle Configure to Order Process Guide Match Configurations Cto custom match pk can be used to customize the logic to be used for finding matches to existing configurations Details of the package are as follows File Name CTOCUSMB pls Package Name CTO CUSTOM MATCH PK Procedure Name find matching config Function find matching configurations has following parameters e pModelLineld in Number e xMatchedItemId out Number e xErrorMessage out Varchar2 e xMessageName out Varchar2 e xTableName out Varcahr2 If the function succeeds it should return the inventory item id of the matched item should be returned in xMatchedItemld If the function fails other out parameters can be used to return the details of the error Custom Check Supply Creation API API CTO has a new custom API to check if CTO can create supply This logic is executed when the workflow passes through the Check Supply Creation node and during un reservation if the workflow is already at Ship node Custom API is called as part of a private API CTO UTILITY PK cto can create supply before ex
81. WMS enabled Create and Process Configurations 3 15 Create Configuration Items After a sales order for an ATO model is scheduled you can create unique configuration items bill of materials and routings for every configurable level in your model bill of material You can also establish the cost and lead time for these configuration items If a model is sourced the item bill of materials and routing are created according to the model s Create Configuration Item BOM attribute setting This program first performs a match If a match is found the system links the matched item to the order line If no match is found a new item BOM and Routing is created for the sales order For multi level configurations auto create configuration attempts to match and reuse lower level configurations if a match for top level assembly is not found If BOM Automatic Reservations is set to Yes and the order schedule date is with in the OM Reservation Time Fence the program automatically reserves any available on hand to a matched order When a configuration item is created for a multiple instantiated model CTO treats each instance of the model as an individual configuration If the model is not enabled for matching one configured item is created for each instance of the Model If the model is match enabled a match against existing configurations is performed for each instance The match process also identifies matches among the multiple instances
82. a new configuration item id Configuration Lead Time Calculation If the configuration item has a discrete routing the configuration manufacturing and cumulative lead times are calculated for the configuration item based on the 3 34 Oracle Configure to Order Process Guide configuration item routing This calculation is done anywhere a discrete routing is created Configuration items with flow manufacturing routings inherit the lead times from the model item master in the appropriate organization This calculation is an optional process that occurs during the AutoCreate Configuration Batch process You can determine if it occurs by setting appropriate profile options and the parameters of the AutoCreate Configuration Batch program Configuration Lead Time calculation can also be run independently as required for all sales orders and preconfigured items Configuration Item Cost Rollup This is an optional process that occurs during the AutoCreate Configuration process You can choose to automatically perform cost roll up during autocreate configuration of the item by setting appropriate profile options and the parameters of the AutoCreate Configuration Batch program It can also be run for all sales orders and preconfigured items using the CTO Calculate Cost Rollup concurrent program See CTO Calculate Cost Rollup for more information Also see Profiles page 2 9 and BOM CTO Perform Cost Rollup Configuration item cost roll up is a single
83. abled If on the other had the new model attribute is set to Based on Sourcing and the customer orders Model1 O1 O2 Model2 O5 the configured Modell BOM and Routing is created in both M3 amp M6 if the order comes in against D1 but is created only in M3 if the order comes in against D2 The configured item is created only in the D1 M3 M6 D2 M4 M3 the OM validation organization and the PO validation organizations This is not a recommended set up if you want to use global ATP on the configured item or are using matching with PDS ATP If the Config Item BOM Routing Creation attribute is set to Item Based on Model BOM and Routing Based on Sourcing then the BOM and routing is created as described in the Based on Sourcing example and the item is created everywhere This is not a recommended set up if you want to use global ATP on the configured item or are using matching with PDS ATP Important Single source users must create option specific valid source lists if the model attribute is set to Based on Model Important If you are using Option Specific Sourcing the same assignment set must be specified in MRP Default Assignment Set MRP ATP Assignment Set MSC ATP Assignment Set and on the plan being used by ATP and planning CTO creates item and Model Org level assignments in the MRP Default Assignment Set for the configuration item based on the Option Specific Sourcing and the assignments 3 48 Oracle Configure to Order P
84. ade non phantom and is sourced from a third organization The original structure is changed in the following ways e The orders are placed in organization W1 your warehouse e The Laptop Computer is made in organization M1 e The Monitor sub model is changed to Assembly Pull from phantom and is made in organization M2 There are sourcing rules set up such that W1 gets the laptop from organization MI and M1 gets its monitors from M2 The illustration is of the BOM in the three organizations W1 M1 amp M2 The BOM in the OM validation organization would contain all models and options It is used throughout the entire book for easy illustration 1 20 Oracle Configure to Order Process Guide A Multi Level ATO in a Multi organization Environment Promebonel Laptop PTO hice mox e mem meme M nov PTO QC 40 rrr gll Manralary a se n 110 E i Monto S Mancetony ATO moder Phantom EGA Often Oses ATOOC Solions 5S1 A Options Purchased 509 of Purchassd Note If the monitor Model was bought instead of made the entire Monitor Model BOM should reside in the receiving organization M1 Overview of Configure to Order Implementation 1 21 2 Setup This section includes key parameters profiles and setup considerations for Configure to Order functionality This chapter covers the following topics Parameters BOM Parameters Parameters Profiles
85. ales order and the OM and PO validation organizations associated with all organizations in the sourcing chain If you are using purchasing s Global agreements the item is also enabled in the PO validation organizations for all owning OUs and Purchasing OUs of the global agreements associated with a global ASL in the receiving organization If this setting is on a lower level configuration its configuration item is created in the same manner based on the sourcing chain in the organization s in which it is consumed in the parent configuration If you have option specific sourcing set up it further restricts where the item is created See Impact of Option Specific Sources page 3 43 for more information on option specific sourcing Items Based on Model BOMs Based on Sourcing Creates items in all organizations where the Model item exists With this setting option specific sourcing set ups do not affect where the item is created Based on Model Creates items in all organizations where the Model item exists With this setting option specific sourcing set ups do not affect where the item is created Create and Process Configurations 3 19 The configuration item numbers are determined by the Numbering Method parameter specified in the BOM parameters of the item validation organization If profile BOM Match to Existing Configuration is set to Yes and the model Match Configuration attribute is not set to No the system will attempt to find
86. another organization with no demand associated with it in this organization In this case we will deactivate the configuration item in this organization Example Item C 1 is sourced in organization O1 from organization O2 There is sales order demand in O1 and planned order demand in O2 A work order for C 1 is created in O2 Now the order is canceled and demand for C 1 is removed from organizations O1 and O2 If the Deactivation process is run in O1 we will find no demand for C 1 in any organization and no supply in organization O1 Even though there is open supply in organization O2 the item will be deactivated in organization O1 The item will not be deactivated in organization O2 We will only deactivate the item in the organization where the program is being run This is because the same item could be enabled in other organizations due to different reasons As a result of the Create Configuration process in the case of a multi organization configuration Enabled manually to be used as a pre defined ATO Item in other organizations If the item needs to be deactivated in all organizations the Deactivate Configuration Items process needs to be run in all organizations when the item attribute specified as 7 4 Oracle Configure to Order Process Guide Inactive Status is controlled at the organization level It should be run in the master organization when the attribute Inactive Status is controlled at the master level No Mat
87. as the rank and allocation for each organization from model Option Specific Sourcing Examples See the Option Specific Sourcing Example in Option Specific Sourcing OSS page 2 38 Create and Process Configurations 3 47 for more information Option Specific Sourcing During Configuration Item Creation Example The configuration item is created and assigned to organizations based on the Config Item BOM Routing Creation attribute and the Option Specific Sources List Within the list of organizations determined for an order based on the new model attribute the BOM and routing is created only in the valid manufacturing or external requisitioning organizations An organization is considered a valid manufacturing requisitioning organization if e There is a full or partial Make At or Buy From Rule assigned to the organization in the MRP Default Assignment Set and the organization is in the option specific source list for the configuration e There is no sourcing for the organization in the MRP Default Assignment Set but the organization is in the option specific source list for the configuration In the Option Specific Sourcing Example if the new model attribute is set to Based on Model and the customer orders Model1 O1 O2 Model2 05 the configured Modell BOM and Routing is created in both M3 amp M6 regardless of whether D1 or D2 is chosen as the ship from organization on the sales order The item is created everywhere the model is en
88. atched items that cost is used and cost is not re calculated Organization You can optionally specify an organization A supply chain cost rollup will be performed on all configuration items is this organization as well as organizations in its sourcing chain where a BOM exists Configuration If you specify a specific configuration without an organization then a supply chain rollup will be performed for this configuration and its children in all organizations where a BOM exists If you specify it with an organization the program will do a supply chain roll up for this configuration and its children in this organization and it s sourcing chain Base Model If you specify a base model without an organization then a supply chain rollup will be performed for all configurations based on this model and their children in all organizations where a BOM exists If you specify it with an organization the program will do a supply chain roll up for or all configurations enabled in the organization and based on this model It will include the selected items children and their sourcing chain Created Days Ago Program rolls up costs for the CTO Calculate Cost Rollup and lead times for the Calculate Lead Time which was created within the specified number of calender days and meets the other program parameters Create and Process Configurations 3 41 Calculate Lead Time CTO provides a Calculate Lead Time concurrent program to calculate the lead
89. ate batch processes described in Optional Processing Programs page 3 41 Note If you try to preconfigure an item based on a model that is sourced entirely from another organization you will receive an error asking you to go to the source organization to configure the item Note You cannot preconfigure an alternate BOM If a routing already exists for an ATO Item having a base model and then the user pre configures the bill for the ATO Item no new routing gets created after preconfiguring The BOM Configurator URL profile option must be set properly to enable you to call the configurator from within BOM See Profiles page 2 9 for more information on setting profile options Enabling Items It is recommended that you enable the preconfigured item in all organizations that require it for the configuration process If you do not enable the preconfiguration process automatically enables the preconfigured item in all organizations identified by the base model s item attribute Create Configured Item BOM and the base model s sourcing chain from this organization See Create Configuration Items page 3 16 for details These items are created as auto created items by setting AutoCreated Configuration to Yes in these organizations If you want these items to be treated as preconfigured items enable them in all organizations before preconfiguring the BOM or deselect the configuration item attribute AutoCreated Configuration on the preconfigured i
90. ation items Matching is performed after rounding the option quantities to seven decimals Match requires that the order is scheduled and that a configuration item has not been created for the order line As explained in the Setup chapter you need to set the profiles and model attributes accordingly before you use the Match function e BOM Match to Existing Configurations e BOM Use Custom Match Function Perform Match You can perform Match for an ATO model order line after the line is scheduled The model item Match Configuration attribute should be set to Null Standard or Custom Match is available from the following form or program Sales Order Pad Actions Create and Process Configurations 3 7 Sales Order Pad Actions Button Match AutoCreate Configuration Concurrent Program Sales Order Pad Actions Button Progress Order Preconfiguration 3 8 Oracle Configure to Order Process Guide This action performs a match If a match is found for the top level assembly the system links the matched item to the order line If there is onhand inventory for this linked item you have a choice to make a reservation or not This program performs a match If a match is found the system links the matched item to the order line For multi level configurations auto create config will try to match and re use lower level configurations if a match for top level assembly is not found If BOM Automatic Reservations is set to Yes and th
91. ations that are not part of the sourcing chain or if you are using depot repair and intend to return items for repair to a non manufacturing organization For depot repair the item should be created everywhere so the configuration can be returned to the appropriate organization See the Oracle Inventory User s Guide for more on Enhanced Intercompany Invoicing and Transaction flows See the Oracle Depot Repair Guide for more on Depot Repair For option specific sourced OSS items the organizations in which BOMs are created are further restricted by OSS rules See Impact of Option Specific Sources page 3 43 Organization Assignment In a multi level multi org ATO environment it is important to ensure that the items are enabled in the proper organizations for ordering manufacturing and planning your product The table below summarizes the organizations in which items must be enabled 2 20 Oracle Configure to Order Process Guide Item Organization Enablement Item Receiving Sourcing Item Master PO Transaction Validation Org Manufacturi Org Validation Flow Org Org ng Org Org All items in Only the Items All items in The ATO In multi level items that manufacture multi level model plus organizations structure need to be d and structure all optional that are part received in consumed in items on its of your the the bill that you transaction organization organization wish to flow for a Typically Typically include in a configured thi
92. avior in two ways 1 Change the Return Value of this function to Y to roll up the child model descriptions to the parent models 2 Change the return value of this function catalog desc method to C In this case add custom code to the procedure user catalog desc to obtain a customized description The procedure user catalog desc has three parameters e p params IN e p catalog dtls IN OUT x return status OUT p params is a record type and contains the following two elements e p item id number inventory item id of the configuration item p org id number organization id p catalog dtls is a table of records that contains the following two elements e cat element name varchar2 30 cat element value varchar2 30 Update p catalog dtls i cat element value with an appropriate value of the corresponding cat element name Setup 2 67 x return status is the OUT parameter which should be set to one of the following values e FND APLG RET STS SUCCESS to indicate success e FND APLFND API G RET STS ERROR to indicate failure with expected status e FND APLEND APLG RET STS UNEXP ERROR to indicate failure with unexpected status Note While creating configured items CTO does not call the procedure CTO CUSTOM CATALOG DESC user catalog desc for the ATO Models that are not associated with catalog groups Copy Category Sets As Standard functionality CTO adds the configuration item to all category
93. ch for any lower level configurations If a match is found only for a lower level configurations a new configuration item is created for the top level model and linked to the sales order The matched items for lower level configurations are used as components in the top level BOM Match is performed independent of organization If a matching configuration is found in any organization it is enabled and used in the organizations required for this order Match does not consider mandatory components or item revisions when looking for matching configurations However the search for existing configuration does take into account the routing type discrete or flow associated with model being ordered The match feature enables you to identify configurations that might have been ordered before However changes to the base model item BOMs or routings are not automatically propagated to the items maintained in the matched items repository Ensure that your matchable configuration items BOMs and routings are maintained like other standard items Use the Purge configurations process to purge obsolete configurations from the match repository to avoid matches to obsolete configurations 3 6 Oracle Configure to Order Process Guide Prerequisites Whether or not a match is performed is governed by three settings e BOM Match to Existing Configuration e BOM Use Custom Match Function e Enable Match configuration attribute on the model If BOM Matc
94. cific Sources page 3 43 for more information 2 38 Oracle Configure to Order Process Guide Using Option Specific Sourcing This section is intended to give you a feel for situations in which may need to setup option specific sourcing for your models OSS setup is NOT required There are three organizations set according to regions of the world e Japan Org e USOrg e Europe Org The Model is a Make item in all three but the BOM in each is different and contains only options pertinent to its respective region For releases prior 117 10 you manually choose the warehouse on the sales order based on where the order originated or used OM defaulting rules to do so In this case CTO creates the BOM only in the org against which the order is placed This is still true if the model s Create Configuration Item BOM attribute is set to Based on Sourcing the default No further set up is required You can use this attribute even if you are doing PDS based ATP with matching since the ship from org is always defaulted and there is no variation in sourcing once that organization is picked No OSS set up is required OSS setup IS required The ATO model can be made in any of six manufacturing organizations and you want the choice of the manufacturing organization to be based on GOP rather then simple defaulting rules However if the customer chooses a specific option for example a specific specialty coating for the product it can only b
95. class bills and optionally routings to control order management master scheduling MRP work in process and costing The entire BOM for a purchased configuration should be created in the validation organizations and receiving organization Routings for all models and option classes should be created in the receiving organization Define a buy type sourcing rule for the models you will procure and assign it the assignment set specified in MRP default sourcing assignment set profile Overview of Configure to Order Implementation 1 11 Name Description AT Oo 3 Ye S 4 Ye S 5 Ye S 6 Ye S 7 Ye S 8 Ye S 9 Ye S Forecast Model Demand Master Schedule the Top model Enter Sales Order Check ATP Book and Schedule the Order AutoCreate Configuration Items Create Top Level Purchase Requisitions In multi organization scenarios you can create requisition supply only if the final assembly can only be purchased from that organization If the shipping organization can partially make or transfer the assembly from another organization use Advanced Planning to recommend planned orders Create Purchase Orders Forecast demand for the ATO model AII components and option classes should have their forecast control set to Null if you intend to buy the model configuration Master Schedule your Top ATO model Enter sales orders for models with options Perform group ATP based on planning output t
96. ction Single Level Single Org Process Flow Steps AT PT Name Description Oo oO 1 Yes Yes Define Modeland Define model and option class bills and routings Option Class Bills optional to control order management master of Material and scheduling MRP work in process and costing optionally routings 2 Yes No Forecast Forecast demand for model options or both Explode Model Option forecasts through planning bills to models and or Demand options 3 Yes No Master Schedule Master schedule ATO models options or both Models and Options 4 Yes Yes Enter Sales Order Enter sales orders for models with options Overview of Configure to Order Implementation 1 5 AT PT Name Description 0 0 5 Yes Yes Check ATP Perform group ATP check for all supply constrained components to find earliest possible ship date for configuration Yes Yes Book and Schedule the Order 6 Yes AutoCreate Automatically generate a new item number bill and Configuration routing for each new sales order and assign new item Items to sales order Note You could also progress the order through create config item in the workflow which will create the new item bill and routing for the configuration required for that sales order 7 Yes Create Production Discrete Autocreate Final Assembly Orders Supply automatically opens a discrete job for each new ATO configuration order These work in process jobs are reserved to the sales orders F
97. d model item id will be NULL For pre config cases model line id parameter will be NULL and model item id will be NOT NULL Setup 2 69 Custom Purchase Price Roll ups By default CTO calculates both list price and blanket prices for purchased configurations CTO provides two custom packages to allow users to modify the way the price roll up is done CTO CUSTOME LIST PRICE PK get list price can be used to implement customized buy price calculation that will be inserted in the list price of the configuration instead of the rolled up price otherwise calculated by the system Details of the package are as follows File Name CTOCULPB pls Package Name CTO CUSTOME LIST PRICE PK Function Name get list price Function get list price has following parameters e PmodelLineld in Number e PinventoryltemId in Number model s inventory item id e Porganizationld in Number And returns the price as a number CTO CUSTOM PURCHASE PRICE PK Get Purchase price can be used to implement customized buy price calculations based on vendor vendor site there must be a valid ASL defined for the vendor vendor site This price calculation will be done instead of the standard blanket price roll up File Name CTOCUPPB Package Name CTO CUSTOM PURCHASE PRICE PK Function Name Get Purchase price Function Get Purchase price has following parameters P item id in Number P vendor id in Number P Vendor site id in Number
98. d demand by the sales order quantity to avoid overstating demand Master Scheduling MRP automatically relieves master demand schedules when you ship a sales order for a configuration If you have not reloaded your master demand schedule after the AutoCreate Configuration process there will be no master demand schedule for the configuration item When there is no master demand schedule for the configuration item shipment relief explodes the configuration bill and relieves master demand schedules for each model and option class on the bill Shipment relief also relieves master demand schedules for each standard item where you have set Forecast Control to Consume or Consume amp Derive If you ship a sales order for a member of a product family sales order shipment relieves the master demand schedule for member items and the product family If you have reloaded your master demand schedule since the AutoCreate Configuration process shipment relief finds and relieves master demand schedules for the configuration item only See Oracle MRP Master Scheduling User s Guide for more information about master scheduling Order Management Setup Pricing The model option class and all optional items and PTO included items need to be on the appropriate price list before you can enter an order The price assigned to the model and option classes should include the price of any standard mandatory components that are underneath that model If you need many opt
99. dating ordered quantity e Canceling order line To re institute these constraints If needed the above removed conditions can be added as a non seeded condition The tables below are the exact conditions that were removed in OM Family Pack E They can 5 6 Oracle Configure to Order Process Guide be added exactly as shown to keep the old functionality Please refer to Oracle Order Management User s Guide to know how to add conditions to the existing constraints Note that only the conditions were removed in OM Family Pack E The validation templates for those conditions are still available to use Cancel Contraint Operation Attribute User Action CANCEL Not Allowed Cancel Constraint Conditions Group Scope Validation Record Set Validation Entity Template 6 Any Order Line Line ATO 6 Any Order Line Line Ship notified 6 Any Order Line Line Standard item 7 Any Order Line Line Configuration Created Update Ordered Quantity Contraint Operation Attribute User Action UPDATE Ordered Quantity Not Allowed Update Ordered Quantity Constraint Conditions Group Scope Validation Record Set Validation Entity Template 6 Any Order Line Line ATO Order Changes and Returns 5 7 Group Scope Validation Record Set Validation Entity Template 6 Any Order Line Line Ship notified 6 Any Order Line Line Standard item 8 Any Order Line Line Configuration Created Delete Contraint Operation Attribut
100. del Org D1 Modell SR12 Model Org D2 Modell SR13 Model Org M4 Modell SR14 Model Org M5 Modell SR15 Item Model2 SR16 Setup 2 43 Additional requirements Set up the option specific source lists listed in Table 2 17 page 2 44 Modell with option O3 can be bought from S1 only Model2 with option O5 can be made in M4 only Option Specific Source Lists Modell with option O1 can be made in M1 M3 and M6 only Modell with option O2 can be made in M2 M3 and M6 only Modell with option O4 can be made in M2 M6 and M7 only Model Component Org Vendor Vendor Site Modell O1 D1 Modell 02 D1 Model1 O3 D2 2 44 Oracle Configure to Order Process Guide Model Component Org Vendor Vendor Site S1 Stel Modell O4 D1 Model2 O5 M4 Impact on Sourcing Assignments for the Model Category or organization level assignments cannot be used for Option Specific source models or models that are parents of option specific sourced models If specified those rules will be ignored during CTO process In addition Region or other assignments that cannot be defined on the source should not be used for option specific sourced models This means that users of option specific sourcing will be restricted to item level and customer item assignments for Global ATP and loop back In organizations where you will be purchasing a configuration you must define explicit buy rules in order for tho
101. dels sss 2 47 Order Management Setup sssssssseeeeeeeeennnenennnertennn eterne rt en nier nter tnn eterne inn 2 54 Shipping Setup uon eH c ed aede i a dd e edes eod etae b cope e dp RR ial 2 61 Purchase Pricing for Models and Supplier Communication ee eee eee 2 62 Custom CTO Packages unctio tes enu t iE ecd sic Pe re dete de as 2 67 3 Create and Process Configurations Enter Configured Orders eios eite t ete a A LI ERA LR dada 3 1 Create Configuration Items i n e p eie odd das ed ede er p d dd e tige 3 16 Supplying Unique Configurations ssssssssssseeeeeem emen nenne 3 51 Pick Release and Ship Confirm esses eee eene 3 81 Intercompany Invoicing 4 a nate lode teda sed dede dde dea 3 81 Activity and Generic Holds in the Order Process sssssssssse eee 3 82 4 Supply To Order Workbench Supply to Order Workbench sssssssssssseeeenen nemen eene nennen 4 1 5 Order Changes and Returns Order Changes eoe eR eden eei adeunda idis 5 1 Processing Constrai ts ode eodein entend i e ded esi here R 5 4 Re instituting Prior Processing Constraints sss eee 5 6 6 Updating Existing Configurations Updating Existing Configurations sss ee eee enne 6 1 7 Deactivating Configuration Items and Purging Data Deactivate Configuration Items sss eee
102. e ASL created for the configuration PDOI will use this value to set the release method on the ASL created for the configuration Values are e Automatic Release Review e Automatic Release e Release using Autocreate You can set this profile at the Site and Responsibility levels See the Oracle Purchasing User s Guide for more on release method on Aisle BOM CTO Perform Cost Rollup This profile determines if a cost rollup is performed when progressing an order to create a configuration item The value of this profile also determines the default settings of the corresponding parameter in the AutoCreate configuration concurrent program This profile is optional If the profile is null a cost rollup is performed when a configuration item is created by progressing the sales order However the parameter in the AutoCreate Configuration concurrent program defaults to No See Configuration Item Cost Rollup page 3 35 for more information BOM CTO Perform Flow Calculations This profile determines if flow calculations are performed when progressing an order to create a configuration item The value of this profile also determines the default settings of the corresponding parameter in the autocreate configuration batch program This profile is optional If the profile is null a lead time rollup is performed when a configuration item is created by progressing the sales order However the parameter in the AutoCreate Configuration concurrent program
103. e User Action DELETE Not Allowed Delete Constraint Conditions Group Scope Validation Record Set Validation Entity Template 3 Any Order Line Line Configuration Created CREATE Line Contraint Operation Attribute User Action CREATE Not Allowed 5 8 Oracle Configure to Order Process Guide Create Constraint Conditions Group Scope Validation Record Set Validation Entity Template 3 Any Order Line Line Configuration Created Update Scheduled Ship Date Contraint Operation Attribute User Action UPDATE Schedule Ship Date Not Allowed Update Scheduled Ship Date Constraint Conditions Group Scope Validation Record Set Validation Entity Template 2 Any Order Line Line ATO 2 Any Order Line Line Ship notified 2 Any Order Line Line Standard item 4 Any Order Line Line Configuration Created Order Changes and Returns 5 9 6 Updating Existing Configurations This chapter covers the following topics e Updating Existing Configurations Updating Existing Configurations If you are using match and you change any of the following setups on your model you will need to run the CTO Update Config and Optional Processing Request Set to ensure that your existing configurations are updated to reflect the changes e Addition or change of sourcing rules assignments or option specific sourcing Change of the Create Configured Item BOM attribute setting e Change of ATP attributes e Enable the model item in a new organi
104. e and manage planned orders across the supply chain for all levels of the configuration However in flow planned orders cannot be released to flow schedules from the planners workbench Instead schedulers would implement planned orders from the line scheduling workbench In the multi organization example in chapter one an order is taken for a configured laptop Advanced planning is run and creates the following planned orders 1 Planned internal requisition in the shipping organization W1 to source the configured laptop from organization M1 2 Planned order for the configured Laptop in organization M1 3 Planned internal requisition in organization M1 to source the configured monitor from organization M2 4 Planned order for the configured monitor in organization M2 5 Planned purchase requisitions for any material that is needed in either M1 or M2 to fulfill the order The planner would release planned orders to create the internal requisitions and purchase requisitions Internal requisitions are converted to internal sales orders via a background process and purchase requisitions are converted to purchase orders via the normal purchasing process The schedulers in organizations M1 amp M2 would go to the line scheduling workbench for their respective lines and schedule the planned orders for flow schedules 3 64 Oracle Configure to Order Process Guide M2 manufactures and completes the monitor then ships it to organizat
105. e made in Org1 Match is used on this model For 117 10 if you want to use GOP to pick the warehouse or want to match during ATP the model s Create Configuration Item BOM attribute must be set to Based on Model so that the item BOM and Routing are created in all six manufacturing organizations and future matches to the configuration item are valid and ATPable in all six manufacturing organizations If you do not set up OSS for the model with the specialty coating CTO attempts to create the bill for these configurations in all six organizations no matter which one is shipping the material Since the speciality coating option does not exist on the model BOMs in organizations 2 5 autocreate config completes with a warning and puts the order on hold for all sales orders with this option To avoid this set up OSS for the Model with the specialty coating as a component to restrict ATP to choose only Org 1 and to restrict the BOM creation for that item to Orgl This is required even if users are not using ATP or APS Setup 2 39 Setting up Option Specific Sourcing Elle Edit View Fold Tools Window Help ORACLE 9 1288 CIDE RIADOIE Option Specific Sources List C Sourcing Rule Bill of Distribution Assignments Model CN97444 Assignment Set Supplier Scheduling a 1 Description Sourcing Rules for Supplier Scheduling Description Envoy Custom Laptop H Assignments Component AMO1 COMP 100 Organizat
106. e matched configuration displays For multi level configurations the system tries to match and re use lower level configurations if a match for top level assembly is not found See Preconfiguring Items page 2 32 for more information Note If the model item attribute Create Configuration Item BOM is set to Based on Sourcing or Item based on Model BOM Based on Sourcing match creates data in organizations based on the new sourcing chain for this order if it does not already exist If the attribute is set to Based on Model match does not attempt to create data in any new organizations If your sourcing changes or the model is enabled in a new organization the Update Configurations program should be run to create the data in the necessary places See Create Configuration Item BOM Attribute page 2 19 for more information If a parent model has its attribute set to Standard Match or Custom Match and has a selected child model with its attribute set to No the parent model s attribute is read as No Note If you set Match Configuration to Standard Match or Custom Match for any model you must also set the profile BOM Match to existing configurations to Yes or the Match Configuration attribute will be ignored Note If you set the model item attribute Match Configuration to No for all of your models you are not using match set the profile BOM Match of existing configurations to No to avoid extra processing Workfl
107. e model line shows this status It is eligible for invoicing The line is closed The line is shipped Closed Line Supply is available and reserved to the order line You have bypassed the autocreate processes and are waiting for supply from elsewhere usually planning Comments Tips The status remains Booked until the configuration item is shipped Line will close once invoiced This status is used any time you bypass the autocreate supply processes Product can be shipped while a line is in this status 3 12 Oracle Configure to Order Process Guide Order Line Type Line Status Entered Booked PO Open PO Partial Externa 1 Req Open Status Description Configuration has been created but the order is not yet booked Configuration is created order line is booked and the order line will be drop shipped A purchase order has been created and reserved to the sales order line for the entire line quantity You have a partial reservation for a purchase order and the rest of the order quantity is reserved to inventory A purchase external requisition has been created and reserved to the sales order line for the entire line quantity Comments Tips This status is used only if you create purchase requisitions using autocreate purchase requisitions batch program or by progressing an internal sales order line from create Supply Eligible This status is not used for external dr
108. e order schedule date is with in the OM Reservation Time Fence the program will automatically reserve any available on hand At the time of configuration item creation if the profile BOM CTO Create Configuration Exception Behavior is set to Create BOM CTO displays a warning message and puts the order on hold if selected options are dropped from the configuration BOM in any organization where the BOM is created A notification about the dropped components is sent to the item s planner in the organizations where the BOM was created without the selected components If match is enabled on the base model any orders that use the matched configuration item are also placed on hold When you perform Progress Order Create Configuration Item the system performs a match If a match is found the system links the matched item to the order line For multi level configurations the system will try to match and re use lower level configurations if a match for top level assembly is not found Reservations is set to Yes and the order schedule date is with in the OM Reservation Time Fence the program will automatically reserve any available on hand The preconfiguration process also attempts to perform a match If a match is found for the top level item you will be asked if you want to use it instead of creating a new bill for the new item If a matched configuration is found and you choose to use the matched configuration the bill of materials of th
109. e sure to include sales orders in all your organizations against which you plan to place demand If you choose to plan only those items in the demand schedule the plan will also pick up and plan configurations that were created for sales orders for models in that plan Plan All Items to pick up configurations in stock that have no forecast and no current sales order If you have option dependant routings and are planning resources the options must be planned Enable the plan for ATP to support ATP based on planning output and ensure all ATPable items are planned A configuration item MUST be created for all scheduled sales orders in order for planning to plan for them Any scheduled sales order without a configuration linked to it WILL NOT BE PLANNED If you do a net change collections to pick up configured sales orders you must collect all of the following items e Sales Orders e tems e BOMs Routings e Sourcing Rules if your model had sourcing rules assigned to them For ATP to use a matched configuration it must have been collected and included in the plan See the CTO chapter of the Oracle Advanced Planning Implementation and User s Guide for more information Phantom Sub Models A phantom sub model is treated like a non phantom model for the purposes of ATP and planning This means 2 52 Oracle Configure to Order Process Guide MRP Production Relief e Its resources would be counted twice if the phantom mod
110. e to Order and any other Oracle Applications products This guide also includes information on setting user profiles as well as running and reviewing reports and concurrent processes You can access this user s guide online by choosing Getting Started with Oracle Applications from any Oracle Applications help file Oracle Applications Demonstration User s Guide This guide documents the functional storyline and product flows for Global Computers a fictional manufacturer of personal computers products and services As well as including product overviews the book contains detailed discussions and examples across each of the major product flows Tables illustrations and charts summarize key flows and data elements Oracle Bills of Material User s Guide This guide describes how to create various bills of materials to maximize efficiency support customer requirements improve quality and lower cost for the most sophisticated manufacturing environments By detailing integrated product structures and processes flexible product and process definition and configuration management this guide enables you to manage product details within and across multiple manufacturing sites Oracle Cost Management User s Guide This guide describes how to use Oracle Cost Management in either a standard costing or average costing organization Cost Management can be used to cost inventory receiving order entry and work in process transactions It can als
111. e to manually adjust the shipped quantity of the Model Example Before Pick Release e Model Qty 10 Ready to Release component 1Qty 10 Ready to Release component 2 Qty 10 Ready To Release After Pick Release e Model Qty 10 Staged component 1 Qty 5 Staged component 2 Qty 5 Staged Ship Confirm will receive a warning that they are breaking the Model but if the model quantity is not adjusted to 5 the components will be backordered but not reflect they are associated with a model as the shippable model has shipped complete This will get even more complicated if the components are staged non proportionally Staging Sub Inventory Your staging sub inventory MUST be reservable in a configure to order environment Purchase Pricing for Models and Supplier Communication This section describes how to set up purchasing data to enable purchase price calculation and channels for communicating configuration details to your supplier 2 62 Oracle Configure to Order Process Guide Purchase Price Calculation CTO will perform a purchase price calculation during autocreate configuration The price calculation is done in the following ways Using List Prices Using Blanket Purchase Orders for Models or Using Custom Hooks This section will describe the set up requirements for each of these calculations Details on the calculation themselves can be found in Chapter 9 Create Configuration Items List Price Calculation Setup Requirements
112. ecuting the default logic The signature for the API is as follows Package name CTO CUSTOM SUPPLY CHECK PK Check supply P in params rec IN CTO CUSTOM SUPPLY CHECK PK in params rec type X out params rec OUT NOCOPY CTO CUSTOM SUPPLY CHECK PK out params rec type e X return status OUT varchar2 X msg count OUT number Setup 2 71 e X msg data OUT varchar2 i The in_params_rec_type is a pl sql record structure having following attributes Config item id number inventory item id of the item for which supply is desired Org id number ship from org id on the order line The out params rec type is a pl sql record structure has the following attribute can cto create supply Varchar2 1 Excepted return values can cto create supply Y also default value allows CTO to uses it intelligence to find out the source of supply e can cto create supply N CTO should not use it intelligence for supply creation and instead move the workflow directly to shipping Custom Recipients for Create Configuration Error Notifications When an error is encountered during the create configuration process a notification is sent to specific users A custom hook is provided for you to override the default recipients and provide notifications to different users The signature for the custom hook is as follows e FUNCTION CTO CUSTOM NOTIFY get recipients p error type p inventory item id p org
113. efined is used in the roll up If there is a blanket price specified for a lower level configuration its price is used in the rolled up price of the parent If the lower level configuration is not available in the blanket then the lower level model option class and option item price is taken from the blanket and included in the roll up For configurations derived from models with the Create Config Item BOM attribute set to Based on Model the blanket price is rolled up for all blankets that are associated with a model global ASL in any organization For a model attribute of Based on Sourcing or Item Based on Model BOM Based on Sourcing the blanket price is rolled up for all blankets that are associated with a model global ASL in the receiving organizations This is done for configurations that can be procured Prices are not rolled up for configurations that are not procured in any organizations in the sourcing chain If the batch program is used to perform blanket price roll up roll up is done as described above if the concurrent program is launched for a specific order order line When the batch program is launched without any order specific parameters blanket prices are rolled up for all configurations that meet the parameter criteria irrespective of their make buy sourcing rules and attributes The prices are rolled up for all global blankets associated with model ASL For OSS Items the blanket price rollup will be further restricted
114. el it may be more reasonable to print the order lines ATO model and options on the shipping documents in addition to the configured item Indicates whether the component is required to ship the order You can only update this check box if the Assemble to Order item attribute for the assembly item in the Define Item window is disabled This attribute only affects PTO included items not ATO items or configurations Setup 2 61 PTO Models and packing lists PTO items generally do not show up on a packing list If you have a requirement to do so you must make the PTO model shippable but not transactable Shipping will now print all Shippable items on the packing list regardless if it is a model or not This will allow the user to see what was ordered the model as well as the shippable components within the model on the packing slip They must insure that the shippable flag for the model is checked in the item master for it to print The ability to print the components on the shipping docs will continue to be managed via the check boxes on the BOM Include on Shipping Docs Be careful if your business process requires them to ship the PTO models in partial Since the Model is Shippable but Not Transactable pick release will always stage the full requested quantity of the Model because inventory basically ignores non transactable items If shippable transactable components are released in different quantities than the Model you will hav
115. el BOM and option class BOMs the component quantity may be added and represented as a single row in the configuration BOM CTO consolidates the components if the components have the same operation sequence and same effectivity dates If the effectivity dates on the multiple components in the model and option class BOMs overlap partially CTO may create multiple rows in the configuration BOM to calculate correct consolidated quantitiy throughout the effective period For example Model Operation Quantity Effective From Effective To Sequence 01 100 2 18 Sep 03 NULL Option Class z 01 100 4 14 Dec 03 NULL The above will be consolidated as follows on the configuration BOM created on 02 Dec 03 3 28 Oracle Configure to Order Process Guide CFG 1 Operation Quantity Effective From Effective To Sequence Model z Option Class 3 01 100 2 2 Dec 03 14 Dec 03 01 100 9 14 Dec 03 NULL Items on new configuration BOMs are sequenced such that the Item Sequence reflects the logical sequence on the original Model and Option Class BOMs The Item Sequence increment is based on the profile BOM Component Item Sequence Increment Note that if the same option appears more then once on the indented model structure and is assigned to the same operation sequence it will be combined into one entry under the first parent BOMs created before the 111 9 upgrade are not restructured Note BOM rounds quantities to
116. el routing is commoned to its parent routing e Its lead time for lower level components would be offset inaccurately This affects only ATP e The forecast explosion for lower level components date and quantity would be LT offset incorrectly This means you would forecast requirements too early in time and cause excess inventory It is recommended not to use phantom sub models if you are using ASCP and ATP based on planning output You can load forecasts and sales orders into a master demand schedule MDS if you use single level single organization models This MDS can be used to create a Master Production Schedule MPS which can drive the planning process for all MRP planned items This allows you to manually smooth the MPS Identify your master production schedules as visible to the Oracle Inventory available to promise ATP process so that Order Management can check ATP information for your key subassemblies when scheduling sales orders for configurations Production relief also known as MPS relief is the process that replaces planned supply with actual supply when you create a work order to build a manufactured item or when you create a purchase requisition to buy a purchased item Each time you create a work order or purchase requisition you create actual supply If the actual supply is planned then you typically want to reduce the planned supply by the work order or purchase requisition quantity to avoid overstating supply When
117. em status to identify deactivated configuration items You can use this status to disable the configuration item from all Oracle Manufacturing functions You would normally specify No for each of the following item attributes for inactive configuration items e BOM allowed e Build in WIP e Transactable e Stockable When defining bills of material parameters specify the item status to use for deactivated configuration items You can also set up an item template that can be used to set the status of attributes that are not available in the BOM status form Typically deactivated items are not e Purchased or purchasable e Planned Deactivating Configuration Items and Purging Data 7 1 e Forecasted e Customer ordered or customer orderable e Internal ordered or internal orderable e Orderable on the web See BOM Parameters page 2 1 for more information Match and Deactivation If match is enabled on a model you cannot deactivate its configurations in the context of a single organization You must go to the master organization and deactivate all configurations When run in the master organization the deactivate program confirms that there is no open supply or demand for the configuration in any of the child organizations and then deactivates it in all organizations including the master and removes it from the match tables The Deactivate concurrent batch program has a parameter that deactivates the base model and all its configu
118. em to None e Otherwise CTO sets the ATP check flag on the configuration item to Material Only and inheirits its ATP components flag value from the model e When the model s ATP flag is set to Material Only or Resource and Material CTO sets the Check ATP flag on the configuration item to Material Only and inheirits its ATP components value from the model Item Attributes that are hard coded if Model value is null These Attributes are hard coded if the Model value is null otherwise they are inherited 3 24 Oracle Configure to Order Process Guide from the Model Hard Coded Item Attributes for a Null Model Value Item Master Tab Attribute Name Item Attribute Hard Coded value if Model value is null Bills of Material Effectivity Control effectivity control 1 Date Physical Attributes Weight Unit of weight uom code Base UOM of the Measure UOM Class Physical Attributes Volume Unit of volume uom code Base UOM of the Measure UOM Class MPS MRP Planning Create Supply create supply flag Y Order Management Default SO Source default so source ty Internal Type pe Item Attributes that are not populated These attributes are not populated by the autocreate configuration process Item Attributes Not Populated Item Master Tab Attribute Name Item Attribute Receiving Overreceipt Quantity QTY RCV EXCEPTION CO Control Action DE Physical Attributes Type Event EVENT FLAG Physical Attributes Type Electronic Format ELECTRON
119. ench Search page accessed from this menu option allows you to search by an Order context or Line context From the Order tab you can search using the following criteria Order Number Customer Name From Order Date or To Order Date If you select Advanced Search you can also search by Order Type and Created By From the Line tab you can search using the following criteria Order Number Item From Schedule Ship Date or To Schedule Ship Date If you select Advanced Search you can also search by Base Model Option Item Source Type and Line Status The Supply to Order workbench is available from the actions menu in Order Supply To Order Workbench 4 1 Management and is active for any ATO item order line any dropship orders line and any configuration item line or any ATO Model lines which have configuration items created Note that the workbench cannot be invoked until the configuration item is created for ATO model orders including drop shipped orders Note You must have access to the Supply to Order Workbench Manager responsibility to be able to access the workbench You can define the security profile from the menu function Define Security profiles and assign the security profile to the responsibility by setting the appropriate security profile to MO Security Profile Depending on the Security profile assigned to the responsibility you can view only the orders belonging to the operating units that are accessible to your responsibi
120. er If you use method 3 amp 4 for a top level configuration that is manufactured in the shipping organization you can manually reserve the work order to the sales order if necessary If your product is manufactured in an organization other than your shipping organization you can reserve the material for the sales order after it has been received in the shipping organization The reservation can be done manually from the sales order or by using the Reserve Orders batch process provided by Order Management Work orders in other organizations will not be reserved against the sales order Lower level supplies are not reserved to the sales order Complete an Assembly When a work order for the top level configuration has been reserved to the sales order the finished assembly will be automatically reserved against the sales order when you complete the assembly from WIP Note that you will not be able to see the job number on the sales order once the job has been completed Perform an Assembly Return When you perform assembly return from WIP on a work order that had been reserved 3 58 Oracle Configure to Order Process Guide to a sales order the system will automatically un reserve the on hand inventory from the sales order However the system will not automatically reserve the work order to the original sales order If you need to reserve the work order to the original sales order or to a different sales order you can do this by entering
121. ercompany price lists for the model and all its options and all of these items must be invoicable The intercompany price set for the models and option classes should include the price of any mandatory components underneath those structures If you are using enhanced intercompany invoicing based on transfer prices the model item must exist in all organizations in your transaction flow Unless these organizations are also manufacturing organizations the component items option classes and options do NOT need to be enabled in these organizations and the Model does not need a BOM in these organizations However the option items must still appear on the price lists that are associated with each organization pair in the sourcing chain You can also assign an intercompany price directly for a configured item if you want to exempt it from the normal transfer price calculation during invoicing See the Intercompany Chapters of the Oracle Inventory User s Guide for more information on Intercompany Invoicing including how to setup transaction flows intercompany relations and transfer pricing Match Configuration Item Match enables you to check for an existing configuration that matches the current ordered configuration exactly If a match is found the system will link the matched item to the sales order line In a multi level configured environment if a match is not found for the complete multi level configuration an attempt is made to find a mat
122. erial Transactions There should not be any material transactions in current organization for the item n days before the Deactivation process is run n is defined by the input parameter Number of Days Hence if we find any material transactions for the item in the last n days the item will not be deactivated Material transactions are checked only in the organization in which the program is run No On Hand Items are not deactivated in an organization if there is any on hand in that organization Does Not Exist in Child Organization For any organization child organizations may have been setup If the item is available in the child organization then that item will not be deactivated in the master organization when the attribute specified as Inactive Status is controlled at the organization level First run the program once in each child organization If the attribute is set at master level then the item is automatically deactivated in the child organizations before it is deactivated in the master organization Does Not Have a Common BOM and Routing The items to be deactivated BOM and Routing should not be commoned by any other item which is currently active If it is then item will not be deactivated Note You can delete item information for deactivated configurations from the database including the bills of material and routings The ability to delete configuration items is subject to the same deletion constraints that operate
123. ers Note that req import needs to be run to generate the requisition It can be run at any frequency you specify to put a record in the reg import tables The requisition when created is reserved to your sales order For external requisitions the reservation is transferred to the purchase order created for the item and then to inventory upon receipt Order line status is updated to reflect the latest reservation The reservations transfer through intermediate states if the organization is Implementation Document Consideration Valid only if the ATO Oracle Purchasing item or configuration item is a buy item without any sourcing rule or has buy type or transfer from 100 from another organization sourcing rules in the shipping organization or has a 100 transfer sourcing rule from a single source organization ATO items must be Build In Wip even if they are being procured If you would like requisitions to be created immediately you can create a request set to launch AutoCreate Req followed immediately by Req Import Set the supply type parameter on the req import program to CTO to create a requisition only for the items created through the autocreate req process You can launch it a second time with supply type CTO LOWER LEVEL to create a requisition for any lower level procured Create and Process Configurations 3 67 Method Description Implementation Docu
124. ers are referenced not reserved to the sales order This means you can see the order number and order line on the flow schedule and the supply to order workbench but you will NOT see the flow schedule number in the reservations form accessible from Order Management or Inventory Supply for lower level configurations or ATO items will not reference the sales order If Create and Process Configurations 3 63 the configuration is delinked from the sales order for any reason the reference will be automatically removed The Flow Line Scheduling Workbench allows you to reference existing flow schedules to un referenced orders This allows pre building ATO items or common configurations to forecast and later linking flow schedules to the sales orders to move the workflow See the Oracle Flow Manufacturing User s Guide Complete an Assembly When a flow schedule is referenced to a sales order the finished assembly will be automatically reserved against the sales order when you complete the assembly using Work Order less Completions Perform an Assembly Return When you perform assembly return from WIP on a flow schedule that has a sales order reference the system will automatically un reserve the on hand inventory from the sales order The un completed flow schedule will still be referenced to the sales order Supply Chain Execution in a Multi Organization Environment In a multi organization environment advanced planning is used to generat
125. es and setup considerations for Configure to Order functionality 3 Create and Process Configurations 4 Supply To Order Workbench 5 Order Changes and Returns 6 Updating Existing Configurations 7 Deactivating Configuration Items and Purging Data Related Information Sources Integration Repository viii The Oracle Integration Repository is a compilation of information about the service endpoints exposed by the Oracle E Business Suite of applications It provides a complete catalog of Oracle E Business Suite s business service interfaces The tool lets users easily discover and deploy the appropriate business service interface for integration with any system application or business partner The Oracle Integration Repository is shipped as part of the E Business Suite As your instance is patched the repository is automatically updated with content appropriate for the precise revisions of interfaces in your environment Oracle Advanced Supply Chain Planning Oracle Risk Optimization Oracle Global Order Promising and Oracle Demand Planning User s Guide This guide contains the information you need to understand and implement Oracle Advanced Supply Chain Planning Oracle Risk Optimization Oracle Global Order Promising and Oracle Demand Planning Oracle Applications User s Guide This guide explains how to enter data query run reports and navigate using the graphical user interface GUI available with this release of Configur
126. es order must be used to generate planned orders for your configurations With Advanced Planning and Scheduling products a single plan can be used for your entire supply chain In addition material and resources constraints can be considered during the planning process Enables the planner to manage configured and non configured demand the same way Limited by planning run frequency Work orders are not reserved to the sales order Prior to shipping users must manually reserve finished assembly to the sales order or run the Reserve Orders concurrent program to do so automatically Create and Process Configurations 3 57 Method Description Implementation Consideration Reference Document 4 Create Discrete Job You can manually create a job for a Manual process only used for exceptions Oracle Work in Process User s Guide configured item If the top level configured assembly is being manufactured in the shipping organization it s work order can be reserved to the sales order You can reserve the work order to multiple sales orders Autocreate FAS Batch Program Please see the Oracle Work in Process User s Guide for details of the AutoCreate FAS batch program Work Order Reservation If you use method 1 amp 2 see above to create the work order for top level configurations the top level work order is automatically reserved to the sales ord
127. es as components Single Level Configuration BOM Level Item Item Type Optional Selected 4 Laptop ATO Item No Yes Computer 001 Configuration eked Laptop ATO Model Computer 3 30 Oracle Configure to Order Process Guide Level Item Item Type Optional Selected 122 CPU ATO Option No Yes Class 132 Pentium II Purchased Yes Yes 2 Monitor ATO Model No phantom i22 VGA ATO Option Yes Yes Class 2 2 VGA Manual Purchased Item No 22 VGAT Purchased Item Yes Yes soe Monitor Purchased Item No Manual Example 2 Multi level Multi organization example In a multi organization set up the model bill of material in the sourcing organization is used for the creation of a configuration bill of material The configuration bill of material is only created in the respective sourcing organization Assuming the same options were selected as in Example 1 but the set up has changed to the multi level multi organization of example 2 in chapter 1 the following tables show the configuration bills of material in the respective manufacturing sourcing organizations Notice that the Laptop configuration BOM has the monitor configuration as a sub assembly Multi level Configuration BOM in M1 Level Item Item Type Optional Selected 1 Laptop ATO Item No Yes Computer 001 Configuration IN Laptop ATO Model Computer Create and Process Configurations 3 31
128. etermine if it occurs by setting appropriate profile options and the parameters of the AutoCreate Configuration Batch program Configuration Purchase Price calculation can also be run independently as required for all sales orders and preconfigured items The price calculation is done in the following ways During autocreate config CTO will roll up the list prices of the model options option classes and sub models in any PO validation organization with the configuration item enabled The rolled up value is inserted as the list price for the configuration in the appropriate PO validation organization Unless you choose to overwrite the existing prices by using the batch program CTO will not perform the calculation if there is already a list price on the configuration The program does not automatically overwrite because you may be matching to an existing preconfigured item with a negotiated list price or using of the custom purchase price program Using Blanket Purchase Orders for Models CTO calculates a rolled up price for each blanket associated with a valid supplier Create and Process Configurations 3 37 supplier site combination listed in the global ASL for the Base Model The price is the sum of the prices of the model option classes and options on the blanket order defined in the global ASL for the model If there is no price on the blanket for a given component its list price from the PO validation organization where the ASL is d
129. eze Method Controls when PTO included items are displayed in Order Management Values are Entry Booking and Shipping OM Item View Method This profile determines whether you want to display the Item name or Item description for the optional items in the OM Options Window The Profile has two values Item Name and Description OM Reservation Time Fence This profile option controls automatic reservations during scheduling The profile option represents the number of days into the future that scheduling will reserve The default value is Null which means that scheduling will not automatically reserve This profile option is used during autocreate config if the BOM Automatic Reservations 2 14 Oracle Configure to Order Process Guide Yes OM Use Configurator This profile option determines whether the configurator window or the order management options window is used to select the options for all ATO and PTO Models SL ML entered in order management Use the configurator window when you want to set up validation rules or you want to use the java interface to choose your options Use the forms based options window when you do not need validation rules just need to select options Note You must use the configurator when in Order Management if the order is originally configured using the configurator via I Store or another interface See the Oracle Order Management User s Guide for more information on the options window
130. f active supply associated with the order line You will be able to see links to WIP Jobs Flow Schedules Requisitions or Purchase orders that are reserved or referenced to the sales order line You can click on the active link to go view details of the supply on the Active Supply Details page described below Note Inventory reservations are NOT shown on this page 4 2 Oracle Configure to Order Process Guide Note Drop Ship POs details will be displayed even after the drop ship PO has been received However all other types of supply will no longer be displayed after the supply order is completed and the reservation has transferred to inventory If you have any multi level configurations the top level configuration or will have an arrow indicating there is more information Click on the arrow to see the indented structure of the configuration items will also be displayed There is also a expand all and collapse all option Note that for the lower level configurations the line number and line status displayed is for the corresponding lower level model so the user can cross reference the configuration id shown in the workbench with the sales order line of its base model Lower level configurations cannot have supply reserved to the sales order so you will not be able to see any supply details for these configurations The Export button is provided for users to export the information in the table to excel Active Supply Details The Active
131. file value for Match to Existing Configurations is No then the value of this profile does not matter since a match is not performed If Use Custom Match Function is set to Yes then for the models that have the Match Configuration attribute set to Custom CTO calls the function CTO CUSTOM MATCH PK file CTOCUSMB pls instead of the standard match program The profiles BOM Match to Existing Configurations and BOM Use Custom Match Function replace BOM Check for Duplicate Configuration which is used in Release 10 7 and 11 The following table summarizes the relationship between these two profiles and the model item attribute Enable Configuration Matching BOM Match Profile Relationship Match Profile Custom Match Model Match Result Attribute Yes Yes Custom Custom Yes Yes No No Yes Yes Standard Standard Yes Yes NULL Custom Yes No Custom Custom Yes No No No Yes No Standard Standard Yes No NULL Standard No Any Value Any Value No BOM Use OM Validation Organization When Pre Configuring Single Level Items This profile will allow users to decide whether to access the configurator UI published to the OM validation org or the current org when preconfiguring single level items Setup 2 13 When the profile is set to Yes the configurator will be called using the OM validation org as the context org for single level configurations irrespective of the current org from which the BOM form was opened When the prof
132. for other item types as well Related Topics Deleting Items Bills Routings Components and Operations Order Purge CTO tables are populated during scheduling of an order and creation of configuration item When user runs a Order Purge program of Order Management related data of an order inserted in CTO Tables are also purged Purge Matching Tables If the profile BOM Match to Existing Configurations is on the table bom ato Deactivating Configuration Items and Purging Data 7 5 configurations is populated every time a new configuration is created so that if similar configuration is created in future the configuration item can be matched from this table If itis not purged of old data this table can grow very large and might affect the Match and Reserve performance This table is purged automatically anytime you deactivate a configuration item through the process described earlier in this chapter However it is also possible to remove specific items from the table before it is deactivated by running the Purge Configuration Items concurrent program You may want to do this on items in which you want to process existing sales orders for the item but you do not want to take any new sales orders for the item Purging Specific Configurations To purge specific configurations 1 From Bills of Material menu navigate to the Submit Requests window 2 Select single request and select Purge Configuration Items 3 Enter the crite
133. form Lead Time Calculations In a discrete manufacturing environment this profile determines if lead time calculations are performed when progressing an order to create a configuration item The value of this profile also determines the default settings of the corresponding parameter in the autocreate configuration batch program Lead time is not calculated if the configuration item has a flow routing regardless of this profile This profile is optional If the profile is null a lead time rollup is performed when a configuration item is created by progressing the sales order However the parameter in the AutoCreate Configuration concurrent program defaults to No See Perform Lead Time Calculation page 3 17 for more information BOM Send Notifications for Autocreate Config Exceptions 2 12 This profile determines if notifications are sent for expected errors encountered by the auto create configuration process This profile is optional If the profile is null notifications are not sent when progressing the order to create a configuration item See Configuration Creation Error Handling page 3 39 for more information Oracle Configure to Order Process Guide BOM Use Custom Match Function If the profile Match to Existing Configurations is set to Yes this profile sets the default for the match function custom or standard This profile can be overridden with the Enable Configuration Matching attribute on the model item definition If the pro
134. g Systems OS Windows UNIX Operating Systems OS Unix You would also specify which descriptive elements to assign automatically to an ordered configuration based on options chosen under each option class in the Laptop Computer s bill For example when you defined the bill for the CPU option class you would specify that the Processor Type descriptive element should be assigned automatically based on options chosen under this class The Bills of Material window lets you specify descriptive elements for each model or option class bill of material to be used to populate configuration item description If you want the Autocreate Configuration Items program to concatenate descriptions you must specify descriptive elements for each model and option class bill An example of a concatenated description might be Pentium II Windows Concatenated Description Example Item Item Type Element Name CPU Option Class Processor Type Operating System Option Class OS You can inherit multiple elements from the parent option class or model In the case of a multilevel ATO the description of the parent configuration does not roll up the description from the child If the same element exists on more than one option class that has a common option the one with maximum value is used If models and option classes belong to different catalog groups the Configured Item inherits only the elements of the Model s catalog group For ATO models that are not assigned
135. g data to the requisition documents 1 Gradeofthe ATO item 2 Secondary UOM of ATO Item 3 Secondary Quantity of ATO Item 4 Charge Account id Besides supporting the reservation and change management behavior similar to ATO items in discrete organizations the secondary quantity changes are also managed for change management between demand and supply Create Purchase Requisitions If you have short cycle times or long periods between planning executions Oracle Configure to Order can quickly communicate sales order demand to internal and or external organizations and suppliers independent of Oracle Planning You can receive Create and Process Configurations 3 65 an order and then immediately create supply to fulfill that order reducing customer lead time Oracle Applications provides you with various methods of creating requisitions to fulfill a configuration or ATO sales order The following table explains the benefits and the implementation consideration of each method 3 66 Oracle Configure to Order Process Guide Comparison of Methods to Create Purchase Requisitions Method 1 AutoCreate Purchase Requisitions concurrent program Description This is a concurrent program that you can launch from the Bills of Material menu You can use the program to create internal and or external requisitions The program creates a record in the req import table for each order line that meets the program paramet
136. g forecast to the option If you forecast demand directly for an option and do no wish to derive it during forecast explosion then set Forecast Control to Consume Consume and Derive The forecast explosion process can derive a forecast for option classes options and lower level models by calculating forecasts for the children by 2 48 Oracle Configure to Order Process Guide extending parent forecast quantities using the component usages and planning percents defined on your planning model and option class bills If you want to forecast demand for an item by exploding demand from a higher level item in a bill of material then set Forecast Control to Consume and Derive If you forecast demand for an item directly and you explode forecast demand to the item also set Forecast Control to Consume and Derive None Set the value to forecast control item attribute to None This means that at every level of the bill the production forecast for the lower level item is based on the forecasted planned orders for the item above it in the bill structure The main effect of this is that as the top model s forecast is consumed the amount of planned order supply is reduced This will directly effect the production forecast demand exploded to the next level Use this feature if you want the lower level forecasts to be reduced based on the top level models forecast consumption not how often the specific option is used Null Sales order demand is demand that
137. gram supports the following parameters Sales Order You can specify a specific sales order number If the parameter is blank it will create the configurations for any eligible sales orders Release Offset Days Only those sales orders for which the expected release dates for the final assembly work orders are within the release offset days specified The program calculates an expected work order release date using the following formula Schedule Ship Date Order Lead Tim Example Example Schedule Ship Date 6 20 2000 Order Quantity 10 Fixed Lead Time 1 day Variable Lead Time 5 day Result 6 20 2000 10 5 1 6 12 2000 excluding 2 weekend days If today is 6 9 2000 and Release Offset Days is set to 5 this order processes Organization You can optionally specify an organization Only those sales order with this organization as the shipping warehouse will be processed Perform Leadtime Calculation If you specify Yes manufacturing and cumulative lead times are calculated for the configuration item based on the configuration item routing in all organizations where the configuration routing is created If you specify No the configuration item lead time attributes default from the base model This parameter gets defaulted from the profile BOM Perform Lead Time Calculations and is valid only for items with a discrete routing To calculate lead times at a later date run the CTO Lead Time Calculation concurrent
138. h to Existing Configuration is set to no then no match will be performed on any item regardless of the model level attribute If BOM Match to Existing Configuration is set to Yes then the model level attribute can be used to over ride the profile settings If the model attribute is null the both profile values will be used to determine the type of match to perform If the model attribute is None configurations for this model will not be matched even though the profile is on If the model attribute is Standard or Custom it will over ride the BOM Use Custom Match Function setting The match is performed by comparing the current configuration with the configurations stored in table bom ato configuration This table is loaded only if the match profile is on at the time of configuration item creation and the model match attribute is either NULL standard or custom You cannot match to any configurations created before the match profile is turned on and the model attribute Match Configuration is set to NULL Standard Match or Custom Match When the Model attribute is set to NULL the setting at the profile level is applicable to the model item Order Management and Configurator allow decimal quantities to be entered for option items The ordered quantity of ATO options is rounded to nine decimals Bills of Material rounds to seven decimals CTO rounds the ordered quantity of ATO options to seven decimals before creating the BOM for configur
139. hat controls this behavior Note The options displayed in the OM options window or in the configurator are based on the model structure in the OM validation organization It is important that the entire model and option structure in the validation organization matches the structure in your manufacturing organizations This can be achieved by either commoning all levels of your model and option class bills to the OM validation organization or by ensuring changes to the model option class or options are made in all organization BOMs simultaneously Standard mandatory components can vary between organizations View Selected Options Whether you use Oracle Configurator or the Order Management Options Window to select options or import a configured order you can view and delete selected options along with their option classes from the Sales Order Pad line region Note If the order was originally configured using Oracle Configurator whether in iStore or in Order Management the configurator window must be used to make modifications to the selections Similar constraints exist for the options window The View Line Detail option from the Tools menu in Sales Order Pad lets you toggle between displaying the model line only or model line plus all the configuration detail Dropshipping Configurations ATO items Configurations and components of non ship model complete SMC PTOs can be dropshipped If you always dropship an item you can desig
140. hed item if the item has Component ATP flag set to anything other than None If there are not enough supplies for the matched item to meet the request date ATP switches to the model and options to see if it can make enough to still make the date Note If you are doing an ATP check on a sales order for which a configuration is already created and the configuration has been planned then ATP will always be done off the linked configuration regardless of whether or not match is on Note A configuration must be collected and planned to be considered for a match during ATP If the configuration is not planned then ATP creates a run time BOM based on options selected and uses it to perform the ATP check If a match is not found or if configuration is not planned ATP creates a run time bill of material and routing for the configuration to promise the sales order In either case the availability window returns a single date for the entire configuration along with a message indicating whether or not it was able to meet the requested date Select ATP Details to see the model and all its options listed in the header section of the window If a match is found for a configuration the matched item is listed next to the highest matched model If a match is found for the parent model the lower level models do NOT show the matched item name because the ATP is done using the parent Create and Process Configurations 3 3 item itself You can see the
141. hough the model was not so CTO now returns organizations based on the config items sourcing assignment e M2 1 Org3 amp Org4 e M3 1 Org4 CTO returns a failure because Org 1 is not a valid source for the configuration ATP fails with an error indicating Org is not a valid source for this configuration If you collect and plan the configuration items the logic is the same as for a non collected matched item Finally assume an order is entered for M1 1 directly without any configuration In this case since CTO marked it as having option specific sources it will behave as any ATO item with option specific sources If Config item BOM and Routing Creation is set to Based on Sourcing CTO creates M1 1 in Org3 amp 4 plus the OM validation organization and M2 1 in Org3 amp 4 plus the OM validation organization and PO validation organizations and M3 1 in Org4 plus the OM validation organization Important If a model is procured any Option Specific Sourcing on its children are ignored This is because the ENTIRE configuration is bought from the source indicated on the parent Blanket Price Rollup With Option Specific sourcing some specific configuration for a model can be procured only from some specific vendors The vendors who can supply these configurations are defined in the Option Specific sourcing rule If a configuration has an option specific sourcing rule the blanket price rolls up only valid vendor blankets for that co
142. ial including models options and mandatory components if your configurations are made in house Set up a global forecast using demand planning if you use multiple level or multi organizational models Use forecast sets as demand schedule for the manufacturing plan and use a manufacturing plan for ATP Scheduling and planning supply Use Advanced Planning and Scheduling APS to check availability determine a shipping organization using global availability and schedule and plan supply across organizations Promise based on matching configurations and option specific sources Use constraint based planning to generate feasible plans based on material and capacity constraints Master schedule models and options in the manufacturing organizations Define multiple sources for models and options at any level in the BOM Ordering Configurations Interactive option validation auto selection using Oracle Configurator Multiply instantiate ATO models and sub models using Oracle Configurator Support for ordering options in decimal quantities ATP inquiry across the supply chain based on option material and resource availability 1 14 Oracle Configure to Order Process Guide Match and re use an ordered configuration or a configured subassembly Reserve to available onhand configuration partial or full Automatic configuration pricing calculation taking discounts account Order capture from any source e g your web store Workflow based order p
143. ible for such items however the recommended attribute setting if Match is being used with PDS ATP is Based on Model Items are created in the organizations required based on the new sourcing defined for the model and the value of item attribute Create Configured item BOM if it does not already exist If the item is an auto created item in all organizations it inherits item attributes from the model item in that organization If the item is a pre configured item in at least one organization it inherits item attributes either from the model item in that organization or from the pre configured item based on the item attribute control level If the item is a pre configured item in more than one organization any one organization is randomly selected to inherit the item attributes BOM and Routing creation BOMs and Routings are created in the organizations required based on the new sourcing defined for the model and the value of item attribute Create Configured item BOM if it does not already exist The program does not check for dropped components on the BOM in existing organizations If there are dropped components in the new organizations where the BOM is created all open order lines to which this configuration item is linked are put on hold Dropped components effectivity is checked based on e Sysdate if match is being used and the item is not linked to any open sales order e Schedule ship date of one of the order lines to which this i
144. ic creation of unique configuration item BOM and routing for the top level model as well as lower level models Calculation of List Price and Blanket Price for the configuration based on prices for the model and options Transmission of configuration details via item attachments or the iSupplier Portal Automatic requisition creation for the top level purchased configuration Automatic transfer of the reservation from the requisition to the purchase order Automatic sales order reservation of top level purchased configuration upon receipt into inventory Supply chain planning support creation of supply for configurations at all levels across the supply chain Support for dropshipped configurations The following Oracle Application products are integrated to provide Configure to Order features Bills of Material MRP MPS SCP APS required for multi level or multi organization configurations Order Management products Configurator products Work in Process Inventory Flow Manufacturing Cost Management Purchasing 1 16 Oracle Configure to Order Process Guide e iSupplier Portal Examples Used in This Manual Two examples are used in this manual to illustrate the difference between single level single organization and multi level multi organization configure to order Follow the example that best suites your manufacturing environment Example 1 A hybrid PTO ATO in the single level single organization environment The fol
145. ile is set to No configurator will be called using the current Org as context org for single level configurations Note that the OM Validation Org is always used as the context org for multi level configurations In general this profile should be set to Yes A null value sets the profile to No CZ Populate Decimal Quantity Flags This profile when set to Yes enables you to enter the decimal quantities for the optional items in the configurator window If set to No decimal quantities are not allowed INV Capable to Promise This site level profile option determines which ATP program will be used for ATP Check To perform ATP calculations for multi level and or multi organization configuration structures this profile option must be set to ATP CTP based on planning output This option uses data from the Planning Data Store and lets you obtain multi level supply chain ATP results from a plan For more information on the Global ATP Server see of the Oracle Global ATP Server chapter of the Oracle ASCP and Oracle Global ATP Server User s Guide MRP Default Sourcing assignment set This profile option determines the sourcing assignment set that CTO will use to assign sources to models This must be set if models need to be sourced This assignment set must also be assigned to the supply chain plans in all sourcing organizations Any sourcing rules and assignments on models will be ignored if this profile is not set OM Included Item Fre
146. ill not be able to change any of the following on the remnant ATO Model lines Request date schedule ship date schedule arrival date quantity or configuration You also cannot delete and cannot invoke the configurator See the Oracle Order Management User s Guide for more information on remnants Order Changes and Returns 5 5 Re instituting Prior Processing Constraints Prior to 11 Family Pack E Order Management had additional seeded processing constraints for configurations that denied certain actions when the workflow reached certain status The original processing constraints are described here along with details on how to re instate them if you business requires them Prior ATO Model Constraints For ATO Model order line there were processing constraints that prevented certain order changes After a configuration item is created these actions were not allowed e Increasing Decreasing quantity e Updating schedule ship date e Modifying selected options add or delete options e Canceling line Prior ATO Item Constraints For ATO Item order line there were processing constraints that prevented certain order changes After a work order or flow schedule was created and reserved to the ATO item these actions were not allowed e Increasing Decreasing quantity e Updating schedule ship date e Canceling line After ship notified of the ATO item these actions were not allowed e Updating scheduled ship date e Up
147. in org1 org2 and org3 3 46 Oracle Configure to Order Process Guide only Any configuration that has this configuration for a child can only be built in org1 org2 and org3 The top level configuration s sourcing cannot be simply copied from model sourcing The model sourcing must be pruned with the lower level configuration s valid organizations CTO creates the BOM for this top configuration in only those organizations where the top configurations can be manufactured procured CTO prunes the top model sourcing chain with the lower model s list of valid organizations All organizations where there is an explicit buy rule exists are considered valid organizations for the top model This is because when the top model is procured the lower level model sourcing does not impact the top model Organizations that have no explicit sourcing rule and the planning make buy code set to Buy are not valid CTO cannot create an explicit sourcing rule for this organization without any vendor information You must specify an explicit buy rule to consider the organization as valid Option Specific Sourcing and AutoCreate Configuration For Option Specific sourced models if the model Create Config Item BOM attribute is set to Based on Sourcing or Item Based on Model BOM Based on Sourcing CTO creates the BOM and routing only in those organizations where this configuration can be either manufactured or externally requisitioned CTO derives valid sourcing rules a
148. ing other than Oracle Applications you may change a row in one table without making corresponding changes in related tables If your tables get out of synchronization with each other you risk retrieving erroneous information and you risk unpredictable results throughout Oracle Applications When you use Oracle Applications to modify your data Oracle Applications automatically checks that your changes are valid Oracle Applications also keeps track xi of who changes information If you enter information into database tables using database tools you may store invalid information You also lose the ability to track who has changed your information because SQL Plus and other database tools do not keep a record of changes xii 1 Overview of Configure to Order Implementation This chapter covers the following topics Overview of Oracle Configure to Order Definitions Process Flows Feature Highlight Examples Used in This Manual Overview of Oracle Configure to Order This Oracle Configure to Order Process Guide contains current information about how Oracle ERP products support configure to order capability It provides detailed implementation consideration for every step of the process A Configure to Order environment is one where the product or service is assembled or kitted on receipt of the sales order Oracle Applications supports the Configure to Order environment with a range of features in order entry demand forecasting
149. ing transfer from sourcing rules on your models you must use Demand Planning to create a global forecast for your model and options and then distribute that forecast to your shipping organizations during an ASCP plan run Forecast consumption is done off the global forecast and the remaining forecast is re distributed during the planning run Setup 2 49 Consume and Derive If you choose to consume and derive your forecast for your options from the forecast for the model e The forecast explosion of a global forecast will be done off the planning percentages on the model in the org specified in the demand plan Generally you should set this to your OM validation organization This can be done in DP or as part of the ASCP plan run e You must assign sourcing rules in your distribution assignment set to your model AND all your option classes and options for whom you are deriving a forecast in the forecast distribution assignment set None If you do not derive the forecast for your options that is the item forecast control attribute is set to NONE e Assign a sourcing rule in your distribution assignment set for only the model and any options you forecast directly e After the model forecast is distributed to the shipping organizations ASCP will create a Production Forecast for all the option classes and options based on the planning percent in the organizations in the sourcing chain to drive planned orders in those organizations N
150. ion Receive an Assembly When a purchase order has been reserved to the sales order the inventory will be Create and Process Configurations 3 71 automatically reserved against the sales order when you receive the purchase order Note This process does not support the receipt of substitute items The user will be able to receive a substitute item but the sales order will remain for the original item The user will have to manually cancel the original order line and add a new line for the substituted item prior to shipment Perform an Assembly Return When you perform a return to vendor on material that had been reserved to a sales order the system will automatically un reserve the on hand inventory from the sales order However the system will not automatically reserve the purchase order to the original sales order It is suggested that you close the existing purchase order and let the system generate a new requisition and purchase order for the returned material Create Dropship Requisitions Drop ship functionality allows you to take an order from your customer for ATO and non ship model complete non SMC PTO and PTO ATO hybrid configurations and fulfill it directly from your supplier s site The functionality does not support dropshipments of ship model complete SMC PTO or SMC PTO ATO hybrid configurations Dropship is implemented for ATO items in the same manner as it is for standard items which means planning cannot be used F
151. ion Description Plain Component Item Assigned To Customer Customer Site Item Cate Pgno o Y m LL US OMES SRC Mei y en s Hecate Sources List nem i po cm99131 rganization l Item Y cm25287 Description Supplier Supplier Site H I M1 Seattle Manufacturing Advantage Corp ADV FR INTRA View Default Assignments To set up option specific sourcing 1 Navigate to Advanced Planning gt Source Instance Setup gt Sourcing gt CTO Option specific sourcing 2 Inthe header enter the following e Model Name List of values contains all ATO models in your item master Component Name List of values that contains all active items in the system You should pick only options options classes or sub models that are components of the parent model specified If an option is specified the sourcing chain for a configuration with that option will be limited to the organizations and suppliers listed in the setup If an option class is specified the sourcing chain for a configuration with that option class chosen is limited to the organizations and suppliers listed in the setup If there is setup for both an option class and an option underneath it an intersection of the specified sources is taken to determine the valid sources for the configuration If a sub model is specified as a component any configuration that has that submodel is restricted to the organizations specified in the setup Note If the sub m
152. ion M1 M1 manufactures and completes the laptop then ships it to organization W1 The laptop is reserved to the sales order picked and shipped For more information about Advanced Planning and Scheduling please See Oracle Advanced Planning User s Guide For more information about Purchasing please see Oracle Purchasing User s Guide For more information about internal orders please see Oracle Inventory User s Guide Purchasing and Internal Transfers The Oracle Purchasing User s Guide and Oracle Inventory User s Guide provide complete information on how you manage requisitions purchase orders and internal sales orders respectively The following information is only intended to provide some additional tips and hints on managing requisitions in a configuration or ATO environment Process Manufacturing When creating supply if the qualifying sourcing rule in the shipping warehouse is 10076 buy single or multiple vendors an external requisition is created for ATO items even when the shipping organization is a process manufacturing organization Internal and external requisition creation and Drop Shipment functionality is enabled in process manufacturing organizations To enable Auto Create Requisition functionality for the item select the Replenish to Order check box within the Master Item window While creating the Purchase External Drop ship or Internal Requisitions for a process enabled ATO item CTO passes the followin
153. ion classes or options with a zero price you can easily put all items on a price list with a zero price or any price for that matter On the price list enter the following values e Product Context Item e Product Attribute ALL ITEMS e Product Value ALL e UOM whatever e Application Method Unit Price e Value 0 or whatever default price you want to set 2 54 Oracle Configure to Order Process Guide You then can enter lines for only the items that have a non zero price Workflow Setup for Configuration Line Workflow The AutoCreate Configuration process creates a configuration item for the models option classes and options that you have selected At the end of the AutoCreate Configuration process the configuration item is linked to the sales order by adding a new order line to the sales order You must assign the Configuration Line Workflow to the order line type you are using to process the rest of the CTO workflow properly To assign the Configuration Line Workflow to the order line type N Order Entry gt Setup gt Transaction Types gt Define 1 Query the Transaction Type corresponding to your ATO Model order type 2 Click Assign Line Flows This will open the Line Workflow Assignments form 3 Create a line workflow assignment with the following values Line Type Your order line type e Item Type Configured Item e Process Name Line Flow Configuration See Using Oracle Workflow in the Oracle Order
154. ion item to inventory If the final assembly is transferred from another organization the reservation to an internal requisition is automatically transferred to inventory upon receipt of the assembly in the shipping organization Pick Release all configuration sales orders Deactivate auto generated configuration item numbers in an organization whose orders are complete more than x days ago A configuration item will be deactivated if there is no sales order demand or open supply or transactions in that organization Example 3 Process flow for Purchase to Order Configurations The following diagram illustrates the flow of a purchase to order sales order Each numbered step is explained in the table following the diagram and will be covered in detail in the following chapters Note that this assumes the top level configuration is being purchased If the top level is made and a lower level configuration is bought the flow would be similar to the multi level multi org example with the lower level production supply being replaced by a purchased supply 1 10 Oracle Configure to Order Process Guide Process flow for Purchase to Order Configurations 1 Enbeakt Buphy Cain Plas Procure to Order Process Flow Steps 4 AT Name Oo Description 1 Ye Define Model and Option Class S Bills of Material and optionally routings 2 Ye Set up sourcing rules s Define single or multilevel model and option
155. item level attachment in the PO validation organization The attachment contains the models option classes and options that were chosen during the configuration session This attachment can be automatically printed faxed e mailed or transmitted by EDI or XML Suppliers can also see details of the purchased configuration from the iSupplier Portal via a link off the PO details page When clicking on this link the supplier can see the model and options that were chosen in order management They can view any supplier or miscellaneous item attachments on the options and they can export the data to excel or download a text version of the file See iSupplier Portal page 2 65 User Item Description If the user in Order Management enters a User Item Description for an ATO item it will be used as the description of the item in purchasing This can enable users to create orders for one time items In case of a configured item the base model s user item description will be copied to configuration item which will be used as the description in PO For more information on User Item Description see the Oracle Order Management User s Guide Create and Process Configurations 3 75 Reserve Supply Reservation for an ATO model sales order is placed against the configuration item The following table describes the various method of reserving a supply Various Methods of Reserving Supply Supply Type Onhand Work Order Req PO Description Method Aut
156. item master e A Base Model defined on the BOM tab of the item master Standard ATO Items These are standard items with the ATO flag checked on the OM tab of the item master Hybrid models or multilevel ATO models can also have multiple instantiations of a child model Multiple Instantiation is the ability to create and individually configure multiple occurrences of a Model or Model Component while configuring the Model A configuration model that contains Models or Model Components that can instantiate 1 2 Oracle Configure to Order Process Guide multiple times is called a Solution Model While Configuring using Oracle Configurator with the setup complete for multiple instantiation you can access a configuration model instance as well as an instance of each component model that is contained within the Model You can configure component Model instances separately by selecting from available options For example a computer system is represented by a Solution Model A computer might contain a number of different servers printers and personal computer PC workstations Each PC workstation in the system represents one instance of a configuration model and each instance of the PC workstation can be configured differently One instance of the PC workstation can be configured with a 21 inch flat screen monitor 10GB of disk space and 512 KB RAM whereas another instance of the PC workstation has a 17 inch screen ergonomic keyboard 256 KB RAM a
157. ive manufactur ing model ing the Null if model purchasing Null if it model belongs to a purchase model Build in No No No No Yes if depends WIP using the autocreate program to generate supply even if it is a buy item Otherwise it depends OE Yes Yes Yes Yes Yes Yes Transactabl e Check ATP No No No No depends depends ATP depends depends depends depends depends depends Componen ts 2 16 Oracle Configure to Order Process Guide Attribute Assemble to Order Pick Componen ts Ship Model Complete Purchased purchasabl e Lot Serial Control PTO Model No Yes Yes or No only applicable for PTO model No PTO Option Class Yes n a ATO Model Yes n a Yes if you will be purchasing the model Yes if you want the configurati on to be lot serial controlled NOTE Serial Control of Unique within Item will mean Unique within base Model for configurati ons Option Class Yes n a Yes if you will be purchasing the model No unless you want to set the default serializatio n starting operation sequence number for the configurati on based on the option class routing ATO Item Yes This value should be the same in all organizatio ns No n a Yes if you will be purchasing the ATO item Depends Option Compone nt No n a Yes if you will be purchasing the model Depends Set
158. lculation CTO now provides two custom hooks in autocreate config The first CTOCULPB pls will insert the result into the list price of the configuration item in the PO validation org instead of our calculated price The second CTOCUPPB pls will allow users to do their own calculation based on any vendor vendor site combination defined in a global ASL no associated blanket is required The user is expected to update the appropriate tables as part of the custom program For more information on these procedures please see the Description of CTO Custom Packages section of Chapter 2 Note to Buyer Note to Receiver Autocreate Req will populate the note to buyer and note to receiver columns of the requisition import table with text from the message dictionary The message note to buyer is seeded with text that reads Supply for sales order order num You can change the text of the note by editing the message dictionary for CTO Note to Buyer There are also message dictionary entries for CTO Note to Receiver which can be populated with custom text iSupplier Portal Activate the CTO link in the iSupplier Portal in order for your suppliers to be able to see the configuration details for your purchased configurations Below is a summary of steps required to personalize the iSupplier Portal to see the configuration details For additional information please see the OA Framework User s Guide Activating CTO links in the iSupplier Portal
159. lected as No the concurrent program processes only configuration items with the Configured Item BOM creation attribute set to Based on Model or Item Based on Model BOM Based on Sourcing If this parameter is set to Yes all configuration items are processed If sourcing or OSS has changed this parameter must be set to Yes otherwise you could end up with configuration data created in organizations that do not match the configuration item sourcing Note If you change the sourcing and supply is already created for a sales order based on old sourcing the existing sales orders may have supply created in the wrong organization The next plan run should indicate excess supply in that organization Process Non Matchable Models Upgrade Mode Select No if you do not want to use newly setup features on existing order lines This option is available only for models that have the Enable Configuration Matching attribute set to No Open order lines for models that have this attribute set to Standard match or Custom match are always upgraded Select Update Items to create items BOMs and Routings in additional organizations based on the sourcing changes and the setting of the Configured Item BOM creation attribute This will not update ATP attributes Select Update ATP attributes to update only the ATP attributes on the selected configuration items If the profile INV Capable to Promise is set to Based on Planning Output and match is enabled ru
160. level Option Specific Sourcing Pre configuration behavior with regards to option specific sourcing is as follows e If due to option specific sourcing the preconfiguring organization is not a valid organization for configuration BOM creation the item and its data are not created and an error message is displayed e BOMs and Routings are created for the pre configured item and its child configuration items in all valid source organizations based on the model options specific sourcing setup BOMs and Routings are not created in organizations that have the BOM parameter Config BOM creation allowed set to No Pre configuration does not perform weight and volume calculations lead time calculations cost rollup list price and purchase price rollup for the configuration items To perform these calculations for your preconfigured items use the appropriate batch processes described in Batch vs Online Mode page 3 16 Setup 2 35 Preconfiguring Order Quantte oy Orach Applications scm 2st File Edt View Bils Components V ndow ldgv o 5 Cow Bill from hem Pf Akemate Revision A indented Bils Display F ym Designators Preconfiguring Items To preconfigure an item 1 Create a new item in the master organization and assign it to the appropriate manufacturing organization On the BOM tab of the item master set the base item to the model from which you want to derive the configuration
161. lity Note When the workbench is invoked from the sales order you can view the information for that specific order only Orders and order lines searches are not accessible However if you try to invoke the workbench and there is no valid line for which to display the information a message is displayed in the status bar informing the user that there are no lines to be displayed It can be invoked from the order header when the order contains an ATO item configuration item or an external drop shipped order line It can be invoked at the line level when the user is on an ATO item configuration item or an external drop shipped order line It both cases it will be available only after the order has been booked The workbench will not be invoked until the configuration item is created for ATO model lines The workbench Orders tab displays the Supply to Order Details which consists of two pages Supply to Order Lines and the Active Supply Page Both are explained in detail below Supply to Order Lines The Supply to Order Lines page displays context information from the sales order header at the top of the page When invoked from order header it lists all the top level configuration items ATO items or drop shipped standard items for that sales order When invoked from a line it lists the specific line only Each line displays the item description quantity and line status from Order Management and an active link that describes the type o
162. low cost purchase price calculations are performed for these configurations at this time See Profiles page 2 9 for more details Note If you are using APS you will want to have these calculations done before running collections and your plan Therefore if you defer it from the online mode you will want to schedule the optional processing to run prior to running collections and your plan 3 18 Oracle Configure to Order Process Guide Configuration Items Process Description Configuration Item Creating configuration items for an ATO model order line completes the following tasks e Creation of a configuration item e Creation of configuration bill of material based on the model bill of material e Creation of configuration routing based on the model routing e Creation of sourcing rules for the configuration based on the model sourcing e Calculation of leadtime costs and purchase price for the configuration e Calculation of weight and volume for the configuration e Link the configuration item to the sale order A configuration item is created for every non phantom model in your bill or material in the OM Item validation organization The item is created according to the settings of the model attribute Create Configured Item BOM according to the following values Based on Sourcing Creates items in all organizations in the ship from organization s sourcing chain as well as the OM validation organization associated with the s
163. low Use the line scheduling workbench to schedule your line based on sales orders The sales order number is referenced on the flow schedule Note you could also progress the order through Create Production Supply which will automatically open a discrete job or create a flow schedule for the active configuration order line 8 Yes Complete Complete configuration item to inventory The work in Production process reservation or flow schedule reference is automatically converted into an inventory reservation 9 Yes Yes Pick Release and Pick Release all configuration sales orders Ship Configuration Orders 10 Yes Deactivate Deactivate auto generated configuration item numbers Configuration whose orders are complete more than x days ago Items 1 6 Oracle Configure to Order Process Guide Example 2 Process Flow for Multi Level Multi Organization ATO and PTO Note Oracle Advance planning and Scheduling APS must be installed to support Multi level and or Multi organization ATO models and ATO items The following diagram illustrates the flow of a multi level multi org assemble to order sales order Each numbered step is explained in the table following the diagram and will be covered in detail in the following chapters Process Flow for Multi Level Multi Organization ATO and PTO Multi Level Multi Org Process Flow Steps ATO PTO Name Description 1 Yes Yes Define Model and Option Class Bills
164. lowing is an example of a hybrid PTO ATO in the single level single organization environment It is for a PTO Model Promotional Laptop that has three pickable items Diskettes a Battery Pack and the Laptop Computer ATO Model The Laptop Computer Model is comprised of a phantom model for a Monitor option classes for CPUs VGAs and EGAs and the actual options It is first shown as a diagram then in a tabular format It is used throughout the entire book for illustration Overview of Configure to Order Implementation 1 17 A hybrid PTO ATO in the Single Level Single Organization Environment Promebonel Loptep S PTO Iricciel aeo Computer Mena E L A endelor i RAE k ATO Mode l r Purchased ges Fi B Monto ATO Modal ery Pack Menctory kt 110 Mendor erin Crib croi Puchasei E Feim cra Purchacad 35 Mancetocy Phantom Oriens Er Gphorel 50 Options 30 Pam ESA Options Purchased S0 EF I Options Purchased 50 Sartor Mania Purchassd A hybrid PTO ATO in the Single Level Single Organization Environment Level Item Item Optional Supply Planning Qty Mutually Type Type Exclusiv e 1 Promotio PTO E nal Model Laptop 1 18 Oracle Configure to Order Process Guide Level Item Item Type Battery Kit Pack PTO Accessori Option es Class Purchase Diskettes d Item Laptop A
165. ly for which a configuration item and supply order needs to be created Note The supply type on all submodels must be the same Phantom or Non phantom in all organizations For example if it is Phantom in the OE validation organization it should also be Phantom in the manufacturing organization It should not be Phantom in the OE validation organization and Pull in the manufacturing organization Note If you plan to multiply instantiate a lower level model its WIP Supply Type on the BOM must be non phantom For more information on the use of this attribute for standard items please 2 24 Oracle Configure to Order Process Guide see the Oracle Bills of Material User s Guide For more information on setting up bills of material please See Oracle Bills of Material User s Guide e Basis To determine how the component requirements must be calculated from the parent requirements you can set the Basis attribute to the values Item or Lot for the mandatory components of the ATO Model and ATO option classes e Item If you set the attribute to Item the component s dependent requirements are calculated as the multiplication of parent item quantity and per quantity of the component defined in the bill of material e Lot If you set the attribute to Lot the dependent requirement for the component is taken as equal to quantity defined in the bill of material irrespective of the parent item quantity Note You cannot set the Basis value f
166. ly top level models in the category configurations of child models are automatically processed even if they are not assigned to the category if they are part of the same order line as the top parent or if they are canned for matching However order lines for the child configuration item itself will not processed Parent models of the model in the category if any will not be processed if they are not assigned to the category Hence users are recommended to put all models related to each other in this category to avoid having inconsistent data being processed After the program processes the models successfully they will be automatically removed from the category If the same model needs to be processed again due to a new feature being enabled it should be put in the category again Users should not use an existing category for this program since at the end of the program all item assigned to this category will be removed from the category Enabled only if Item Category is specified in Item page 6 10 6 10 Oracle Configure to Order Process Guide Configuration Item Sourcing Changes This option processes a specified configuration item only Select the configuration item with the Configuration item parameter If sourcing has changed on any of the models specified in the Items parameter select Yes Defining Option Specific Sourcing is considered a sourcing change If sourcing has not changed on any models select No If this parameter is se
167. m II Purchased 25 35 Yes 1 Item Routing for Laptop Computer ATO Model commoned to the CPU Option Class Op Seq Option Dependent Department Operation Description 10 No Casing Cut and smooth case edges 20 No Assembly 1 Attach keyboard and cable 25 Yes Assembly 2 Clean processor 30 No Assembly 2 Insert processor into board 35 Yes Inspection Inspect Pentium II In the example above a routing is created for the ATO model A second routing is created for the ATO option class that uses the model routing as common This is a typical set up which enables the components on the option class BOM to reference 2 28 Oracle Configure to Order Process Guide operations on the Model BOM In this example Oracle Manufacturing automatically includes Operation Sequence 25 and 35 in any configuration containing a Pentium II since the Pentium II option in the bill references steps 25 and 35 These routing step can also add to the standard cost for configurations with the Pentium IL since Oracle Manufacturing performs a single level rollup for configurations and accounts for all costed resources used in the configuration routing Operation Sequence Inheritance You can specify that items within the model structure inherit the operation sequence from their parent option class or model You invoke this option by setting the site level profile BOM Inherit Option Class Operation Sequence Number to Yes Bills of Material applies inheritance logic
168. m the same workbench Feeder Line Synchronization can be used to create lower level flow schedules Advanced Planning and Scheduling must be used for lower level or multi org configurations Create and Process Configurations 3 61 Method Description Implementation Consideration 2 Progress Order action from Sales Order Pad A way to create supply for a single order line when the top level configuration is manufactured in the shipping organization Flow schedules created from the sales orders will reference the sales order and order line Valid only if the top level configuration is manufactured in the shipping organization This method provides a way to create production schedules for the top level assembly for urgent orders in a single organization environment Need to manually progress the order in Order Management one at a time Schedules are created first in first out No sequencing is performed The order is scheduled at the first available spot between today plus the manufacturing lead time and the order schedule date Scheduling is still constrained to the line rate This may cause a flow schedule to be created for only a partial quantity In this case the scheduler must use the line scheduling workbench to manage the unscheduled portion of the order quantity If you have multiple levels of configurations or ATO items in your shipping organization this program
169. mation specific to ASNs such as Supply Type Linked Quantity Document Number Ship Date Supplier Site Freight Carrier and Ship To Supply To Order Workbench 4 3 Note The supply details for a flow schedule are displayed in the tab General Supply information Personalizing the Supply to Order Workbench Only the Administrator user can personalize a page For example for purchase requisitions in Process organizations you can display additional information such as secondary order quantity Secondary UOM and grade You can personalize for a responsibility Function or Localization See the OA Framework User s Guide for more information To personalize the Supply to Order Workbench 1 Log in to application as the system administrator Ensure that the Personalize Self Service Defn profile is set to Yes at your user responsibility level Ensure that the Disable Self Service Personal profile is not set to Yes at your default user responsibility level Query the sales order and invoke the Workbench The workbench now has links Personalize Region on top of every region Click on the link to personalize that region which will take you to a new page Choose Personalization Level at either the Site Organization or Responsibility level Click Next This will take you to the next screen Enter the responsibility or Site name Click Next to display the last page to create or update the personalization If there is
170. ment Consideration WMsS enabled See Order Line Statuses page 3 12 assemblies if the parameter Enable lower level supply creation is not No Typically used to create supply for short term demand in a procure to order environment 3 68 Oracle Configure to Order Process Guide Method Description Implementation Document Consideration 2 Progress Order From the Sales Valid only if the Oracle Order action from Sales Order Pad in Order ATO item or Management User s Order Pad Management you can invoke Progress Order from Create Supply Eligible If the ATO item is a buy item or has Buy Sourcing rules or has a 100 transfer rule to transfer the item from a single source organization a record is created in the requisition import tables The requisition when created is reserved to the sales order configuration is abuy Guide item or hasa buy type sourcing rule in the shipping organization or has a 100 transfer from sourcing rule from a single source organization Manually progress the order in Order Management one at atime ATO items must be Build In Wip even if they are being procured In a Procure to Order Environment progress order is a way to create supply for a single order with minimum delay If you have an urgent order that needs to be pushed to purchasing this may be a way to quickly progress an order to production Note that Req Im
171. multiple OE responsibilities then those OE responsibilities must have the same OE validation organization in order for AutoCreate Configuration to work properly See the Oracle Order Management User s Guide for more information on setting up the item validation organization 2 8 Oracle Configure to Order Process Guide Profiles Important Most profiles used by CTO default to the site level setting Changing them to a lower level could produce inconsistent results You can set the following parameters at both the Site and Responsibility levels e BOM Create Configuration Exception Behavior e BOM CTO Default Blanket PO Release Method BOM Automatic Reservation Determines whether CTO attempts to reserve available on hand when matching during autocreate configuration batch or online modes If it is set to Yes the program found a match and the schedule date is within the number of days defined by the profile OM Reservation Time Fence Autocreate Configuration attempts to reserve any quantity available on hand BOM Buy Cost Type This profile determines the Buy Cost Type that is used during the Configuration Cost Rollup See Chapter 9 for Cost Rollup calculation details Important This profile should not be set to CTO or clear null Create a user defined cost type and update this profile value with that cost type BOM Configuration Item Delimiter When you choose any numbering method other than User Defined
172. n items processed by the main program in all organizations where the item is newly created You can skip this processing by setting an input parameter Perform Purchase Price Rollup to No Update Configurations CTO Calculate Cost Rollup This program rolls up cost for all configuration items processed by the main program in all organizations where the item exists You can skip this processing by setting an input parameter Perform cost rollup to No Note Execute this request set with the parameter Perform Cost Rollup set to Yes to have the costs roll up while upgrading the configured items Running the request Update Existing Configurations alone does not perform a cost rollup to the configured items while upgrading Sourcing rules are deleted and re created for each item that is processed New sourcing is created based on the new sourcing defined for the model and the value of item attribute Create Configured item BOM The program does not recreate sourcing for the following items 6 12 Oracle Configure to Order Process Guide Item creation Configuration items in match tables that are not linked on open sales order lines and have item attribute set to Based on Sourcing or Items Based on Model BOMs and Routings Based on Sourcing if match is being used Note When a match is found for such an item the AutoCreate Configurations program creates the data and sourcing based on the model sourcing Match during ATP is not poss
173. n manually link a configuration item to an ATO model line through the Sales Order Pad Action Button Link Config Item This is useful when you want to ship a near match item Warning The system does not perform a match validation when you manually link a configuration item If the linked configuration varies significantly from the configuration chosen in Order Management you can have significant issues in planning issues and the install base particularly in a multi level multi org environment In a Multi level Multi org structure autocreate config and match processes ensure that configuration items are created for lower level models and also ensure that the demand is created in the correct organizations using the sourcing rules Link Process simply links the item It does not validate existence of BOM RTG does not honor sourcing rules and does not update the demand picture Itis suggested that you do not manually link a configuration item except under the following conditions 1 Youhavea near match in stock in a single level single org environment and want to ship it to the customer without changing the details on the order 2 Youarecertain that the item you are linking is a match and have ensured that it has correct set up of bills routings sourcing rules in the correct organizations In all other cases it is preferable to re progress the model through create configuration process to have the system find a match or generate
174. n other organizations where a model BOM exists but a config BOM is not necessary For example an OM validation organization that is not a manufacturing organization can be set to No This parameter determines if a lead time rollup is performed on the model and option class items in the organization This defaults to no as rolling up a lead time on the model or option class results in a highly inflated model lead time which affects the Estimated manufacturing start date calculation in AutoCreate Configuration and affects the offset used by planning with Planning to Forecast and used by ATP against the model WIP Parameters The following table lists the field in the WIP Parameters window that is relevant to configurations 2 6 Oracle Configure to Order Process Guide WIP Parameters Field Name Value Usage Notes Respond to Sales Order You can choose one of the This parameter determines Changes following values whether or not a work order that is reserved to a sales Never order will be put on hold after Always a configured item is de linked from a sales order line or the When linked 1 to 1 order is put on hold Default Discrete Class Never The work order s will not be put on hold if you de link the configured item from the sales order or the sales order is put on hold Always The work order s will be put on hold if you de link the configured item from the sales order or the sales order is put
175. n this program in ATP attributes mode for all of your existing configurations Select Update Items and Update ATP Attributes to create the item BOMs and routings and update the ATP attributes on all existing instances of the selected configuration item Note It is recommended that you update all models in batches by putting them in the category one batch at a time This improves performance and avoids redundant processing Updating Existing Configurations 6 11 Note This process will update both autocreated and preconfigured items Details of Data Created and Updated By This Program The program creates the following data Update Existing Configurations and Optional Processing Request Set Sourcing rules A seeded request set CTO Update Configuration and Optional Processing Request Set is available to execute the Update Existing Configurations batch program and some or all of the optional processing batch programs together The request set includes the following programs Update Existing Configurations Update Configurations CTO Calculate Lead Time This program calculates lead time for all configuration items that are processed by the main program in all organizations where the item routing is newly created You can skip this processing by setting an input parameter Calculate Lead Time to No Update Configurations CTO Purchase Price Calculation This program rolls up list price and purchase price for all configuratio
176. nate it as a dropship item by setting up its supply source type to External in on the OM tab in the item master All orders for this item by default will be dropship orders You can also explicitly choose the External supply type on the order line in the sales order pad Each line of a Non ship model 3 2 Oracle Configure to Order Process Guide complete PTOs may be dropshipped from a different supplier based on your sourcing rules As with standard items planning can not be used for External ATO orders You can not perform an ATP inquiry or reserve on hand to a dropship ATO order The schedule date is defaulted from the request date Shipsets or Arrival sets can not be drop shipped See the Oracle Order Management Implementation Manual and user s guide for more information on drop shipping Check ATP for ATO Models This provides an overview of ATP and scheduling of configurations See the Configuration ATP chapter of the Oracle Global Order Promising Implementation and User s Guide for more information on ATP ATP is performed on any model with either ATP or ATP Components set to anything other then None ATP Based on Planning Output If you are using ATP on an ATO model using ATP based on planning output ATP first performs match If a matching configuration is found and is planned ATP uses the matched item and its sourcing to promise the sales order GOP performs capable to promise based on the bill of material and routing of the matc
177. nd 4 GB of disk space These two workstations are part of the computer system Solution Model For more information on how to do the necessary setup and use configurator for multiple instantiated Models please refer to Oracle Configurator Developer User s Guide Pick to Order Model PTO Configuration Pick to Order model consists of e Model bill of material with optional items and option selection rules e Pick slip used to kit included items and selected options Pick to Order Item Kit Kit consists of e Standard bill of material with mandatory included items e Pick slip used to kit included items Hybrid Hybrid consists of e Pick to Order models with optional Assemble to Order items e Pick to Order model containing Assemble to Order model Multi Level Assemble to Order Model Multi Level ATO Configuration Multi level Assemble to Order model consists of e A model bill of material with a non phantom model as a component Overview of Configure to Order Implementation 1 3 e Configuration manufactured from mandatory components selected options and configured sub assemblies Multi Level Assemble to Order Items Multi level Assemble to Order item consists of e An autocreated preconfigured or standard ATO item with another autocreated preconfigured or standard ATO item as a component e Item manufactured from standard components and configured components Multi Organization Assemble to Order Model Multi Orga
178. nd creates valid assignments for new configurations based on the model sourcing rule and any option specific sourcing organizations If the model attribute is set to Based on Model the configuration item is created in all organizations where the base model is enabled The BOM and routing is created only in those organizations where the configuration can be manufactured or externally requisitioned In a multi level model case lower level model sourcing affects the top model s sourcing Even if the top model does not have any option specific sourcing defined the lower level model s option specific sources restrict the organizations where the top configurations can be manufactured If the parent model manufacturing organizations are restricted by a lower level model s option specific sourcing CTO considers the top model as an option specific model too Sourcing rules and Assignments After all option specific sourcing models are pruned sourcing assignments for each pruned configuration are created CTO creates a new sourcing rule that contains the pruned sourcing rules of the model For sourcing rules that are not pruned CTO reuses the sourcing rules assigned to the model An identical one is reused New sourcing rules are created for pruned assignments For assignments with all valid nodes the model assignment is copied Only active planning sourcing rules are considered The new assignments are then stored in a temporary table This table h
179. nd disable dates But if they have them they must be inside the effective dates on the sourcing rule The latest blanket is used for the calculation instead of the one defined in the model ASL This blanket is linked to the new configuration ASL e If you have assigned souring rules to your model at any other level e g item org the blanket PO s must have both effective and disable dates on the terms tab Additionally if you have multiple blankets defined for a single model the effective dates on all blankets must be the same Next in each requisitioning organization define global approved supplier supplier sites for the ATO Model that point to the appropriate blanket These ASLs can point to either a local or a global agreement See the Define Approved Suppliers Lists section in Setup 2 63 the Oracle Purchasing User s Guide for more information Finally set the new profile option BOM CTO Default Blanket PO Release Method to determine the release method on the ASL s created for the configuration Limitations of Blanket Purchase Orders for Models e If the profile PO Automatic Document Sourcing is set to Yes e CTO still requires ASLs to be defined for the model to determine the valid vendor vendor sites and PDOI will create ASLs for the configuration e However the latest blanket will be used for the calculation instead of the one defined in the model ASL e The MRP Default Assignment Set must be the same for all respon
180. nfiguration to be one of the routing operations on the option class routing rather then one on the model Setup 2 29 routing then the option class must also be set to pre defined serial control If you define a default serialization starting operation sequence number on both the model and option class routing the setting on the option class will be ignored For more information on WIP serial tracking see the Oracle Work in Process User s Guide Flow Manufacturing Option Dependent Event A flow routing consists of processes line operations and events You can designate option dependent events by checking the Optional check box for an event On your bills of material the operation sequence refers to the event sequence on a flow routing Therefore you associate an option with event sequences As in discrete a single option can reference multiple event sequences All operations and processes on the model routing will be included on the configured routing All non optional events will be included on the configured routing The option dependent events will only be included in the configuration routing if an option referencing that event was chosen Operation Sequence Inheritance You can specify that items within the model structure inherit the event sequence from their parent option class or model This functionality is similar to that described under Discrete Manufacturing Cataloging Configurations Oracle Manufacturing provides feature
181. nfigurations CTO looks at the configuration item sourcing rules to identify the list of all possible vendors for these configurations Blanket prices is rolled up only for valid vendors who are also part of the ASL model If the configuration is flagged as Parent OSS in the item master or if the configuration has no option specific sourcing defined CTO rolls up all of the blankets that are defined in Model ASL 3 50 Oracle Configure to Order Process Guide Error Handling CTO performs list price rollup in all possible PO validation org where that configuration item is enabled Autocreate config validates the ship from organization and errors out if the ship from organization is not part of the valid option specific source list You may run into this scenario if a model with an option specific setup is not ATP or you are drop shipping a configuration that has option specific sourcing Related Topics Configuration BOM page 3 27 Profiles page 2 9 BOM Perform Lead Time Calculations BOM CTO Perform List Price and Purchase Price Rollup Purchase Price Calculation Model Items Bills and Routing Supplying Unique Configurations You can create final assembly work orders flow schedules or purchase requisitions to supply configurations and ATO items The details of each is described below Supply Creation Workflow The workflow subprocess for create supply checks to see if the configuration supply should be created by CTO If it
182. ng for configured items See the Intercompany chapters of the Oracle Inventory User s Guide for more information Traditional Intercompany For transaction flows with Advanced Accounting turned off the models and options of a configuration are all invoiced individually The system determines what models and options to invoice based on the option lines on the sales order to which the configuration item is linked Enhanced Intercompany For transaction flows with Advanced Accounting turned on the configuration itself is invoiced If the pricing option on the transaction flow is transfer price a transfer price is calculated for the configuration item at the time of invoicing by summing up the transfer price of all options and option classes selected This transfer price is NOT stored on the intercompany price list but is dynamically recalculated each time an invoicing account occurs If a transfer price already exists for the configuration item for any reason it is not recalculated The system determines what models and options to include in the roll up based on the option lines on the sales order to which the configuration item is linked If the configuration is not linked to any sales order it is determined by traversing the configuration BOM Discounts and modifiers defined on the model and options are not considered for procurement flows because these items do not appear on the Purchase Order lines If the pricing option on transaction flow
183. nization ATO Multi Organization Assemble to Order model consists of e An ATO model which will be manufactured in and transferred from another organization Process Flows There are three process flows illustrated here one for single level single organization make structures one for multi level multi organization make structures and one for a purchased to order configuration Example 1 Process flow for Single Level Single Organization ATO and PTO The following diagram illustrates the flow of a single level single organization assemble to order sales order Each numbered step is explained in the table following the diagram and will be covered in detail in the following chapters 1 4 Oracle Configure to Order Process Guide Process Flow for Single Level Single Organization ATO and PTO Delete 10 Deactivate Configuration Items 9 Pick Release Ship Configurations Inventory Interface 1 Set Up Product Structure and Order Environment 2 Forecast Model Option Demand Forecast i 3 Master Schedule Models Options SaS Price Norkfi Cz mem 6 AutoCreate Configuration items Inventory Balances Transactions 4 Enter Sales Order Pianned Orders Master 5 ATP Schedule Sales Schedule Order Sales Orders Demand 7 Create Production Link Configuration Supply Item Reservation Discrete Only Update IReservation B Complete Produ
184. nizations ATP ATP Components none Planning Method Not Planned Model and Option Class Bills of Material Model Bills of Material An ATO model bill lists the option classes options and standard items that exist for a model The bill of material for a PTO model lists the option classes options and included items that exist for that model An ATO model can have another ATO model as its component The decision as to whether or not to create a config item for a lower level model is determined by the BOM supply type on the lower level model in the item validation organization e If the supply type is set to phantom no configuration item will be created during autocreate config and the model and all it s components will become part of the top level configuration BOM e If the supply type is set to anything other than phantom auto create config will create a configuration item for that model and only the config item will appear on the parent configuration BOM A PTO model can have another PTO model or an ATO model as its components Option Class Bills of Material Option class bills can contain standard components options other option classes or models Oracle Manufacturing enables you to structure any number of levels of option classes within option classes so you can create an indented hierarchy of choices You can also specify a mandatory component under any option class in the indented structure that would automatically be incl
185. not configured and sent to ATP When a configuration is created from a model with option specific sourcing defined either from a sales order or through Bills of Material the configuration will be marked as an Option Specific Sourced Item If these configurations are ordered directly on a a sales order lines ATP will validate that the ship from organization appears as an explicit organization in the items sourcing tree If there is a single mandatory mutually exclusive option class that determines the valid organizations this set up needs to be done only for options in this option class For example you sell computers to all parts of the world but have a single model setup regardless of where you are shipping Your user is restricted to a specific base computer by the region in which they use the computer In addition they will be restricted to certain accessories keyboards power supplies etc You always build the computers in the plant closest to your customer so all asian computers are built in singapore all US canada computers are built in the US etc You could setup your option specific rules based on the base unit to restrict the models sourcing to a specific plant Since this is a mandatory choice there is no need to also set up OSS for all the accessories If there is no single mandatory option which determines the source users may want to consider creating a dummy mutually exclusive option class to which they can assign
186. notification is sent to the user or role specified by the API based on the type of error and at what point in the processing the error occurs The message format is based on the type of error Expected Error Types The kinds of expected errors encountered during Create Configuration are as follows 1 Option Items dropped from BOM If the profile BOM Create Configuration Exception Behavior is set to Create and Link Item one notification is sent to a specified user for the item organization combination where the components are dropped The notification message will contain all the option items dropped from the sales order line Notification is sent to the planner code specified on the model item in the organization where the components were dropped If the planner code value is null or not a valid work flow user then the notification is sent to the system administrator Note This failure may occur it an item selected in order Create and Process Configurations 3 39 management is not e Effective at the time manufacturing needs to begin e On the model BOM in the org where the BOM is being created 2 Item not created because Option Items would be dropped from BOM If the profile BOM Create Configuration Exception Behavior is set to Do Not Create Item if components will be dropped a notification is sent to a specified planner for the item organization combination where the component will be dropped Notification is sent to the planne
187. ns or at multiple levels in the hierarchy this is done based on an intersection of all valid sources for all options If there are conflicting option specific source lists for a non phantom model at any level of the BOM or if the option specific source list does not overlap with the model sourcing an error indicates an invalid sourcing definition for the configuration Note To improve performance the program stops processing the configuration as soon as it encounters an error in a Model This means other errors in the sourcing tree will not be found until the first error is fixed Important If you use ship sets and no source is found ATP cannot distinguish if it is because of invalid Option Specific Sourcing or a lack of commonality in valid sources for all the items in the ship set Important Since ATP is not called for drop shipments it cannot validate that the receiving organization specified on the sales order is a valid source for the configuration However when attempting to do config item creation CTO errors out if the receiving organization is not a valid source in the option specific list Therefore it will be possible for a sales order to be taken for a drop shipped order against a warehouse in which it cannot be fulfilled To correct this cancel the warehouse and 3 4 Oracle Configure to Order Process Guide Rescheduling change it to a valid source Important If the model has OSS set up then it must be ATPable
188. ntrolled by the BOM item status Note that the attribute settings in BOM item status will over ride the settings of the template when the update pending status program is run Note Always use the deactivation batch program to disable configuration items Configuration items should not be manually disabled from the Items form Note Deactivate does NOT update sourcing rules for a configuration If Deactivating Configuration Items and Purging Data 7 3 you deactivate in an organization other then the master organization you will need to update your sourcing rules manually Note You need to run the Update Pending Status program to actually change the status of the item Conditions For Deactivating All configuration items that meet the following conditions are selected for deactivation e No Open Demand There should not be any open demand for the configuration item in context organization Open demand is identified by open sales orders quotes and planned orders Future demand demand in interface tables will also count as demand e No Open Supply There should not be any supply created for the configuration item in the current organization that is in the organization where deactivation process is run Open supply is identified by discrete jobs flow schedule purchase orders purchase requisitions and inventory reservations In the case of a cancellation or de link there might be supply created for the configuration item in
189. nts to us using the electronic mail address appsdoc_us oracle com Please give your name address electronic mail address and telephone number optional If you need assistance with Oracle software then please contact your support representative or Oracle Support Services If you require training or instruction in using Oracle software then please contact your Oracle local office and inquire about our Oracle University offerings A list of Oracle offices is available on our Web site at www oracle com Preface Intended Audience Welcome to Release 12 0 of the Oracle Configure to Order Process Guide This guide assumes you have a working knowledge of the following e The principles and customary practices of your business area e Configure to Order If you have never used Configure to Order we suggest you attend one or more of the Oracle training classes available through Oracle University http ou us oracle com e The Oracle Applications graphical user interface To learn more about the Oracle Applications graphical user interface read the Oracle Applications User Guide See Related Information Sources on page viii for more Oracle Applications product information TTY Access to Oracle Support Services Oracle provides dedicated Text Telephone TTY access to Oracle Support Services within the United States of America 24 hours a day seven days a week For TTY support call 800 446 2398 Documentation Accessibility
190. o back off the lead time of the model for a promise date Automatically generate a new item number bill and routing for all non phantom models in the configuration structure The BOM and routing are created in the receiving organization if they do not exist in any other organization The final configured assembly item is linked to the sales order If the final assembly is being purchased directly from the shipping organization Autocreate Purchase Requisitions automatically places a row in the req import tables for the top level purchased configuration or ATO item Run Req import to create the requisitions These requisitions are reserved to the sales order Note you could also progress the order through Create Supply Order Eligible which will also place a line in the req import tables for the order line Create purchase orders or purchase order releases 1 12 Oracle Configure to Order Process Guide AT Name Description 0 10 Ye Plan configuration supply Use advanced planning to generate and s implement planned orders if you are purchasing lower level configurations or you are purchasing from an organization other than your shipping organization 11 Ye Execute Supply Chain Plan Generate requisition and purchase order for the s configuration item Receive it into stock 12 Ye Pick Release and Ship Pick Release all configuration sales orders s Configuration Orders 13 Ye Deactivate Configuration Items Deacti
191. o be used to collect transaction costs for transfer to Oracle Projects Cost Management supports multiple cost elements multiple subelements and activity based costing It also provides comprehensive valuation and variance reporting Oracle Engineering User s Guide This guide enables your engineers to utilize the features of Oracle Engineering to quickly introduce and manage new designs into production Specifically this guide details how to quickly and accurately define the resources materials and processes necessary to implement changes in product design Oracle Inventory User s Guide This guide describes how to define items and item information perform receiving and inventory transactions maintain cost control plan items perform cycle counting and physical inventories and set up Oracle Inventory Oracle Master Scheduling MRP and Oracle Supply Chain Planning User s Guide This guide describes a variety of tools offered to manage and manipulate demand information for both design and operational phases You can create forecasts load these forecasts into master production schedules and plan your end items and their component requirements You can also execute the plan releasing and rescheduling planning suggestions for discrete jobs and repetitive schedules Oracle Order Management User s Guide This guide describes how to enter sales orders and returns manage spare parts sales orders copy existing sales orders schedule orders
192. o manually update the configuration prices directly to affect existing POs or Regs e If users expire a blanket line for a configuration they must also remove the ASL document reference if they want to recalculate a new price for the configuration e If users cancel a blanket line for a configuration a new price will NOT be calculated for the configuration e CTO uses the sys date to look for valid blankets and sourcing rules Prices for a configuration will be based on the blanket that was valid on the day the configuration is created Therefore it is recommended that you run the Purchase 2 64 Oracle Configure to Order Process Guide Price batch program for all open sales orders on the day you cut over to a new blanket to recalculate valid prices on the current valid blanket e If you have not defined sourcing rules for your model and you have multiple blankets defined for different suppliers that are all effective for the same period a sourcing rule will be created for the configuration with 100 allocation to one of the Suppliers and 076 allocation to the others e Ifyou are using global agreements blanket price roll up creates a new entry in the global agreement and enables it in all the operating units in which the model line was enabled An ASL will also be created in all the enabled operating units even if one didn t exist for the model Custom Price Calculation Setup Requirements If users prefer to do their own price ca
193. odel determine where the BOM will be created according to the following values Based on sourcing Creates Bills and routings in all manufacturing organizations in the ship from organization s sourcing chain that had a model bill and routing defined and the BOM parameter Config BOM Creation Allowed is checked For purchased configurations it will also create a bill and routing in one of the receiving organizations specified in the chain if a bill had not already been created elsewhere and the BOM parameter Config BOM Creation Allowed is checked If this setting is on a lower level configuration its bill and routing will created in the same manner based on the sourcing chain in the organization s in which it is consumed in the parent configuration If option specific sourcing is set up it will further restrict where the BOM and Routing is created Items Based on Model BOMs Based on Sourcing Creates the bills and routings in the same manner as the setting Based on Sourcing Based on model Creates the bill and routing in all organizations where the Model has a bill and routing defined and the BOM parameter Config BOM Creation Allowed is checked If option specific sourcing is set up it will further restrict where the BOM and Routing is created See Impact of Option Specific Sources page 3 43 for more information on option specific sourcing Note Purchased configuration BOMs are created in only one of its sourcing organizations
194. odel is phantom on the parent models bill in the OM validation organization it is treated as an option class for the purposes of OSS processing 2 40 Oracle Configure to Order Process Guide 3 In the child portion of the form enter list of organizations and supplier supplier sites that are valid parts of the sourcing chain for this model and component combination Valid parts of the chain are anywhere this model with this option can be can be manufactured stocked transferred or procured Organization List of values contains all organizations in your system in which the model is enabled e Supplier List of values contains all vendors in all operating units e Supplier Site List of values contains all vendor site code Note that the LOV displays the vendor code name and not the vendor ID as vendor ID is operating unit specific This allows you to set up a vendor site once and have it apply to all operating units that use that vendor Selecting View Model Assignments opens the assignments form with MRP Default assignment set data If the profile is set to Null then the Assignment form opens with no specific assignment in it Note Option specific source lists set up for a model are ignored in cases where that model appears as a phantom on a parent model bill in the OM Validation Organization Note An option specific list defined for a sub model will affect the parent model s available sources if the model appears as a non phantom
195. of Material and routings optional Define multilevel model and option class bills and routings optional to control order management master scheduling MRP work in process and costing Overview of Configure to Order Implementation 1 7 Name Description ATO PTO 2 Yes Yes 3 Yes No 4 Yes No 5 Yes Yes 6 Yes Yes Yes Yes V Yes Set up sourcing rules shipping networks assignments sets APS plans Set up global forecast Master Schedule Models and Options Enter Sales Order Check ATP Book and Schedule the Order AutoCreate Configuration Items Define sourcing rule shipping networks assignment sets ATP rules and APS plans to control multi organizational sourcing Set up global forecast for the model options or both using demand planning Master schedule ATO models options or both in the manufacturing organizations using the forecast set Enter sales orders for models with options Optionally perform group ATP based on planning output to check for all supply constrained components to find earliest possible ship date for configuration If you are using ASCP you can also perform a global availability check to determine the shipping warehouse on the order Automatically generate a new item number bill and routing for all non phantom models in the configuration structure in all potential sourcing organizations The final configured assembly item is linked to the sales
196. oking Removing Delete Constraints To remove the delete constraint N Order Management gt Setup gt Rules gt Security gt Processing Constraints 1 Perform a query on Entity Order Line and for application Oracle Order Management 2 Look for a non seeded delete constraint with conditions any booked order line and any non RLM line 3 Disable the entire constraint from the constraints portion of the form OM Validation Organizations In general if you are using CTO functionality the OM validation and PO validation organizations should be used exclusively for those activities They should not be one of your manufacturing or purchasing organizations This is because the Configuration item will be created in these organizations but if the attribute Create Configuration BOM Routing is set to Based on Sourcing or Item Based on Model BOM Based on Sourcing the BOM is not created in these organizations unless it happens to be on the sourcing chain of the order that the configuration item is being created for This can cause issues for ATP and future orders taken against these organizations If you do set it up exclusively for use as a validation organization the create configuration BOM parameter should be off in these organizations If not and any of your models have the Create Configuration Item BOM item attribute set to Based on Model a BOM is needlessly created in the OM validation organization because a model
197. omatic Match action If a match is from Sales Order found and there Pad is available inventory in the shipping organization the system gives you an option to make reservation The cursor must be on the ATO model order line when you perform the Match action 3 76 Oracle Configure to Order Process Guide Supply Type Method Onhand Work Order Req PO Description AutoCreate Orders from WIP when the shipping organization is the same as the top level manufacturing organization AutoCreate Orders from WIP when the shipping organization is the same as the top level manufacturing organization Autocreate purchase requisitions If a match is found if BOM Automatic Reservations is Yes and if you are within the OM Reservation Time Fence and if there is available inventory in the shipping organization the system will make an inventory reservation It will then create a work order for the remaining quantity and reserve the work order to the sales order line Autocreate requisitions places a record in the req import tables for each eligible order line When the requisition is created it is reserved to the sales order Create and Process Configurations 3 77 Supply Type Onhand Work Order Method Req PO Description Work Order Completion Form in WIP Work Orderless Completion Form in Flow Manufacturing PO Delivery
198. on class options and included item are defaulted to an operation sequence of 1 and then inherit operation sequence 40 from the manual option class item Routings are not required for the CPU Monitor and VGA option classes BOM Inherit Option Class Operation Sequence Number Example Level Item Item Type Op Seq Operation Sequence Inherited 2 Laptop ATO Model Computer said CPU Option Class 30 Retains 30 4 PentiumI Option 1 Inherits 30 4 486 Processor Option 1 Inherits 30 ud Monitor Option Class 40 Retains 40 4 VGA Option Class 1 Inherits 40 Setup 2 11 Level Item Item Type Op Seq Operation Sequence Inherited 5 22 VGA Included Item 1 Inherits 40 Manual 5 VGAI Option 1 Inherits 40 Pees VGA2 Option 1 Inherits 40 BOM Match to Existing Configurations This profile controls whether a match is performed during AutoCreate Configuration Create Configuration Item workflow activity Match from Sales Order Pad and match during PDS based ATP If the profile value is Yes the program uses the Enable Configuration Matching attribute on the model to determine if the match is performed If set to No then a match is not performed regardless of the setting of Enable Configuration Matching See Enabling Items page 2 33 for more information BOM Model Item Access Indicates if a holder of this responsibility can define and update bills of material for model and option class items BOM Per
199. on hold When linked 1 to 1 The work order will be put on hold if it is the only work order reserved to the sales order Note Work Orders will be linked to sales orders if the shipping organization is the same as the manufacturing organization In addition in a multi level environment only the top level configuration work order would be linked to the sales order You must have a default discrete class defined in your manufacturing organizations or Autocreate FAS and create flow schedules will fail Order Management Parameters The following table lists the field in the Order Management Parameters window that is Setup 2 7 relevant to configurations OM Parameters Field Name Value Usage Notes Item Validation Organization The list of value consists of all the organizations that are defined in the system In Order Management the Item Validation Organization parameter indicates the Oracle Manufacturing organization against which items are validated You must define all transactable items models option classes and options in this organization Caution If you maintain your bills of material in any organization other than the Item Validation Organization you need to ensure the consistency between the bills A common practice is to set up the bill in the item primary manufacturing organization then common it in all other organizations that need to use it If an Operating Unit has
200. on line shows this status you have a partial reservation for a WIP job or a reference to flow schedules and the rest of the order quantity is reserved to inventory A configuration item has been created for the line the line is booked and is waiting for the autocreate supply processes There is more than one type of supply reserved to this sales order line Comments Tips The line will remain at this status until the user runs Requisition import This status is used only if you create purchase requisitions using autocreate purchase requisitions batch program or by progressing an internal sales order line from create Supply Eligible This status is not used for external dropshipped order lines The line will remain in this status until the you execute Requisition import This status is not used for External dropshipped orders The cursor must be on the configuration order line in order to run Progress Order gt Create Supply You can be in this status if there is a partially completed WIP job or flow schedule that you created through the autocreate supply process If users manually reserve on hand to an order line associated with a make item and create supply for the difference the status will also be Production Partial 3 14 Oracle Configure to Order Process Guide Order Line Type Line Status Supply Partial Internal Req Reques ted Internal Req Open Internal Req Partial ASN
201. one or more sales orders through the Discrete Job window if the manufacturing organization is the same as the shipping organization You can schedule the reserve orders concurrent program to run on a regular basis to reserve your on hand to a sales order automatically This is especially useful ina multi organizati on environment Or any environment where you are using planning to create your supply and the reservation is not done automatically upon completion or receipt Pick Release and Ship Confirm After the assembly is received into inventory in your shipping organization the sales order is ready to be picked and shipped to customer If your top level assembly was made in or bought for your shipping organization and the supply was reserved or referenced to the sales order the resulting on hand inventory will be reserved to the sales order and your sales order will automatically be eligible for shipping If your supply was created via planning you will need to manually reserve the material to your sales order before you can proceed to shipping This chapter provides explanation of some settings for configured order that will affect shipping for configured products See Shipping Setup page 2 61 for more information on shipping setup for CTO Fora complete guide on shipping please refer to Oracle Shipping Execution User s Guide Intercompany Invoicing This section provides an overview of Intercompany Invoici
202. onfiguration line workflow to wait for booking if the configuration is created before the order is booked Once the order is booked the configuration line progresses to Create Supply Order Manual activity Enter line activity does not affect the configuration flow if the order is booked before the configuration item is created Since configuration items are invoceable items and ATO item flow has invoicing activity using that flow for configuration items will result in configuration items to appear on invoices Workflow Activities for ATO Model The following are the main workflow activities for an ATO Model order line e Enter e Schedule e Create Configuration Item includes creation of BOM Routing e Invoice Workflow Activities for ATO Configuration Items The following are the main workflow activities for an ATO configuration item order line e Enter 3 10 Oracle Configure to Order Process Guide Workflow Activities ATO Model Line vs e Create Supply Work Order Flow Schedule Purchase Requisition or DropShip Requisition Shipping e Fulfillment e Close See Setup for Configuration Line Workflow page 2 55 for more information for ATO Item Following are the main workflow activities for an ATO item order line e Enter e Schedule e Create Supply Work Order Flow Schedule Purchase Requisition or DropShip Requisition e Ship e Invoice Configuration Item Line Once a configuration item is created for an A
203. onfigurations 6 9 Item Category Set Item Category purpose of this program Once all items have been created sub requests are launched for the AutoCreate BOMs Across Organizations program One sub request is launched per 100 items These sub programs create BOMs and routings and perform flow calculations for the items created by the parent program The program also replaces the sourcing in MRP Default Assignment Set with new sourcing created by the earlier program in the new seeded assignment set if BOM creation succeeds Note It is possible that items may be created in new organizations and the sub programs could fail the BOM creation process This is why sourcing is not updated until BOM creation succeeds e All models If you select all models all existing models on open order lines and in the match tables are upgraded You can do additional filtering by other input parameters Item Category Allows you to specify a specific item category set and category to upgrade e Specific Configuration Item Allows you to specify a configuration item to upgrade The Category set which includes the upgrade category described below Enabled only if Item Category is specified in Item page 6 10 Define a new Item Category for the purposes of this program and put all models to be upgraded in this category before running the program The program processes all configurations of these models and their child models If you choose to put on
204. ons and ATP based on planning output is the recommended ATP solution Both have been designed specifically to support configurations throughout the planning lifecycle from forecasting to shipment of your configurations and provide the most robust and accurate results for your business Features available in ASCP and ATP based on planning output that are NOT available in MRP and ATP based on collected data are Support for Multiple Sources You can source configurations from more then one location This can be done through sourcing assignments that are a combination of make buy make transfer transfer transfer etc Global ATP for ATO Models and ATO Items Specifying a warehouse prior to scheduling or performing an ATP is not necessary ATP can choose a source based on sourcing assignments and availability and produce the specific configuration enabling the system to recommend the best possible source for the product Option Specific Sourcing of ATO Models You can restrict the sourcing of a model based on the options chosen For example a Model could be made in organizations 1 amp 2 but if option 1 is chosen it can only be made in organization 1 Match and ReUse during ATP ATP based on planning output does a match prior to performing its availability check If a match is found ATP is done on the matched item instead of the model and options This provides an accurate ATP and scheduling throughout the Order lifecycle as well as
205. ons are important In addition you can use the planning percentages specified in Oracle Bills of Material to explode forecasts of models to option classes and options The planning percentages are calculated at the time of generating a statistical forecast and are stored as an object associated to that forecast This feature also allows you to compare and modify various planning percentage objects as well as the exploded dependent demands This can be done as a Global Forecast or Local Forecast See the Oracle Demand Planning User s Guide for more information Planning and Master Scheduling Model and Options Oracle Master Scheduling MRP also lets you master schedule any planned item anywhere on your bills of material including models option classes options and mandatory components Advanced Planning Oracle s advanced planning and scheduling solution allows you to accurately plan your models and options across your supply chain As sales orders consume forecasts the actual configuration demand replaces the model and option class demand Setup 2 51 When setting up your ASCP keep the following points in mind The assignment set assigned on your plan must equal the one assigned to the MRP Default Assignment set on the source Use your global forecast or your local forecast set as the demand schedule for the plan MDS is not supported as a demand schedule for configurations if you transfer configurations across organizations B
206. opshipped order lines This status can occur if you create a PO with the autocreate supply process and it is partially received If you manually reserve on hand to an order line and create a PO for the difference the status is also PO Partial This status is used only if you create purchase requisitions using autocreate purchase requisitions batch program or by progressing an internal sales order line from create Supply Eligible This status is not used for external dropshipped order lines This status is used only if you create purchase requisitions using autocreate purchase requisitions batch program or by progressing an internal sales order line from create Supply Eligible This status is not used for external dropshipped order lines Create and Process Configurations 3 13 Order Line Type Line Status Externa 1 Req Reques ted Externa 1 Req partial Product ion Open Product ion Partial Supply Eligible Supply Open Status Description A row for a purchase requisition external requisition has been inserted in the requisition interface tables for this order line for the entire line quantity A row has been inserted for some quantity in the requisition interface table and some or all of the remaining order quantity is reserved to inventory for a buy item s order line When a work order is linked or a flow schedule is referenced to the order line the configurati
207. or more details on dropshipping configurations please see the Oracle Order Management User s Guide and the Oracle Order Management Implementation Manual Oracle Applications provides you with various methods of creating dropship requisitions to fulfill a configuration or ATO item sales order The following table explains the benefits and the implementation consideration of each method 3 72 Oracle Configure to Order Process Guide Comparison of Methods to Create Drop Ship Requisitions Method 1 AutoCreate DropShip Req concurrent program Description This is a concurrent program that can be run at any frequency you specify to put a record in the req import tables for external sales order lines Implementation Document Consideration Oracle Order Management Valid only if the ATO item or configuration order line has supply Source type as External Creates a record in the req import table for each order line that meets the program parameters Note that req import needs to be run to generate the requisition If you would like requisitions to be created immediately you can create a request set to launch AutoCreate DropShip Req followed immediately by Req Import There is no reservation between the req po and the order line status on the configuration line will remain at awaiting Receipt until the line is shipped Create and Process Configurations 3 73 Me
208. or optional items under an ATO or PTO model an option class or a KIT In a multi level multi organization ATO environment it is important to ensure that the bills are created in the proper organizations for ordering manufacturing and planning your product The table below summarizes the organizations in which bills must be enabled Setup 2 25 BOM Organization Enablement Transaction Item Receiving Sourcing Item Master PO Flow Org Validation Org Manufacturi Org Validation Org ng Org Org None Complete None if entire Model and None None Multi level configuration option class BOM often is made in bills made in common to house or sourced the primary from manufacturin Complete organization g structure if organization configuration for each level 9 purchased In 111 10 the entire bill must exist in one and only one of the possible receiving organizations fora purchased configuration Model and Option Class Routing Routings for your model and all the option classes should be set up in the appropriate manufacturing organizations Oracle Bills of Material supports both discrete and flow manufacturing Operation sequences on sub level phantom routings or option classes must be unique If they are not only the operations from the parent are included in the configured routing Common Model Routing to Option Classes The routing for your model can include all steps that any configuration might require Yo
209. order depending on the flow status The Order Management User s Guide provides a detailed description of the processing constraints Users can make changes to an ATO model line without delinking the configuration item Summary of Allowed Changes To an ATO Model Line Change Allowed Reservation Flow Schedule Impact Schedule Ship Date Until line is shipped No change to reservation reference Request Date Scheduled Until line is shipped No change to Arrival Date reservation reference Order Changes and Returns 5 1 Change Allowed Reservation Flow Schedule Impact Order Line Quantity Until line is shipped Reservation is decreased if quantity decreases and reservation exists Cancellation Until line is shipped Reservation reference is removed Configuration Change Until line is shipped Reservation reference is removed and configuration item is delinked Manual De link of Config Until line is shipped Reservation reference is Item removed and configuration item is delinked Unschedule Until line is shipped Reservation reference is Warehouse change Manual splits Until supply is created and reserved referenced if model attribute Create Configured Item BOM is set to Based on Model Not allowed if attribute is set to Based on Sourcing or Item Based on Model BOM Based on Sourcing or NULL Until supply is reserved referenced removed and configuration item is delinked N A Must remove reservation or
210. organizations ATO Model Tree Example Assume Modell is an option specific sourced ATO model with the following sourcing tree defined Create and Process Configurations 3 45 Item Sourcing Tree D1 D2 D3 Item Level N N a Ol 02 03 O4 O5 O6 O7 O8 The valid list of organizations for model1 Opt1 is D1 O1 D2 O3 O7 and O20 The ship from organization is specified as O20 ATP then satisfies the order in organization 20 by looking at the item level rule The order is satisfied by looking at supply capacity in organization O7 CTO creates configuration item C1 for this order with the following sourcing rule Pruned Trees D1 D2 Item Level O20 O1 O3 OF O20 ATP uses the sourcing item level sourcing rule for org O20 but CTO creates 10076 make according to the rule for organization O20 To avoid this inconsistency make sure all organizations listed are part of the model sourcing tree In this case an explicit rule in organization O20 should be created Explicit Rule O20 X O7 o8 All organizations that are in the OSS list should be part of the model sourcing tree This recommendation applies only if the model has item level sourcing Pruning Source Trees With Multiple Levels In a multi level model the lower level model s option specific sourcing restricts the top configuration s manufacturing organization For example due to a specific option item a lower level model can be restricted so that it is manufactured
211. orm Flow Calculations e BOM Perform Lead Time Calculations Set the BOM parameter Create Configuration BOM to No in organizations where you do not want configuration BOMs to be created OM validation organization for example Set the following attributes for all models you are going to update or if you want to default from the profile leave them null e Configured Item BOM creation e Enable Configuration Matching De activate configurations and run update pending status to deactivate as many old configurations as possible This will improve the performance of the update program Purge data from matched tables for configurations you no longer want to match and are not ready to be deactivated This will improve the performance of the update program Updating Existing Configurations 6 15 7 Deactivating Configuration Items and Purging Data Deactivate Configuration Items Bills of Material enables you to automatically deactivate item numbers associated with deactivated configuration orders You can also deactivate configuration items to remove them from item master reports and screens before you actually purge them from the database Deactivating a configuration from all organizations also removes it from the match tables so that new orders will not match to a deactivated configuration You can deactivate both autocreated and preconfigured ATO items When you set up Inventory and Bills of Material you can define an it
212. ost Rollup page 3 35 for more information The Oracle Purchasing User s Guide has more details on PDOI blankets and ASLs Look at Purchase Price Calculation page 2 62 and Custom CTO Packages page 2 67 for information on using custom hooks in the AutoCreate Configuration batch program to do your own price calculation Configuration Creation Error Handling If the batch program is being used all expected and some unexpected errors are written to the log file Notification can additionally be sent to the planner If you are progressing online or preconfiguring a BOM an error is also given online When progressing the item for a sales order the system will also send a notification to the planner if the BOM Send Notifications for Autocreate Config Exceptions profile is set to yes An order is put on hold for all expected errors but not for unexpected errors For expected errors you must fix the problem that caused the hold and release the hold to continue the OM workflow If this requires a configuration change the order is automatically rescheduled If a configuration or any scheduling attribute change is not required unschedule the order and schedule it again to ensure that the schedule date is correct This delinks the existing configuration however the configuration item will be added again when the AutoCreate Configurations batch program is run The notification contains details on the error and also if the order was put on hold The
213. ote If you are using option specific sourcing it is recommended that you DO NOT derive the forecast for your options Allow the program to create production forecasts for your options based on the actual planning percent in the source organizations For more information on global forecasting and demand planning see the Oracle Demand Planning User s Guide If you are not transferring configurations across organizations you can forecast directly in the manufacturing organizations If you want to derive the forecast for your options based on planning percentages on the model you can perform a forecast explosion on the source in the manufacturing organization or you can perform an in line forecast explosion in your ASCP plan However if you are using MRP you MUST do the forecast explosion in the manufacturing organization Forecasting Preconfigured Items You can forecast and consume forecasts for preconfigured items if you are using APS and ATP based on planning output When doing this make sure the forecast for your model and options does NOT include the forecast for your preconfigured item Example You plan to make a total of 100 of ModelA each week of which you expect 40 to be of a specific popular configuration Create a forecast for 40 of the popular configuration and a forecast of 60 for ModelA If entering a forecast directly for a component of ModelA adjust its forecast to NOT include the dependant demand from the popular 2 50
214. ow for Configured Orders Seeded Workflow Using Oracle Workflow in Oracle Order Management User s Guide provides a description of all the seeded workflows This section provides further information on the seeded Create and Process Configurations 3 9 workflow for ATO models and ATO items e Line Flow Generic is a generic line workflow that works for all item types including ATO PTO models and ATO items e Line Flow ATO Model is a line workflow that works only with ATO models and can be optionally assigned to model order lines instead of Line Flow Generic It is a subset of Line Flow Generic workflow e Line Flow ATO Configuration item is a line workflow that works only with ATO configuration items This must be set up during the implementation as described in Chapter 2 e Line Flow ATO Item is a line workflow that works only with ATO Items and can be optionally assigned to ATO item lines instead of Line Flow Generic It is a subset of Line Flow Generic workflow This special type workflow offers you the flexibility to assign unique processing activities for ATO models or items to the workflow You may decide not to use the generic workflow for ATO models or items and use the special type workflow instead In the configuration line workflow Enter Line activity is added to the configuration flow to account for configuration creation before order is booked provided the respective model line is scheduled This requires the c
215. port needs to be run to actually create the requisition This activity will not be accessible from the sales order pad if an inventory reservation has been created for any quantity for this order line Create and Process Configurations 3 69 Method Description Implementation Document Consideration 3 Advanced Planners Advanced planning For external Oracle Advanced Workbench can be executed requisitions Planning and periodically to create configuration details Scheduling planned purchase or are communicated via text attachments to Oracle Purchasing internal requisitions based on sales orders for the configured product From the Planner s Workbench you can release planned orders to requisitions for configurations The requisition is not reserved to sales order the PO or are viewed in the iSupplier Portal With Advanced Planning and Scheduling products a single plan can be used for your entire supply chain In addition material and resources constraints can be considered during the planning process Enables the planner to manage configured and non configured demand the same way Requisitions are not reserved to the sales order Prior to shipping users can manually reserve the inventory to the sales order or execute the Reserve Orders concurrent process Autocreate Purchase Requisition Batch Program You can launch this concurrent program from the Bills of Material
216. pplicable to option class items If this box is selected you are only allowed to select only one option from the option class bill of material Planning Percent Component Details tab Planning percent is used in forecast explosion The planning percent for mandatory components is default to 10076 You can enter a planning percent for all the optional items and it can exceed 10076 Note If a sub model can be multiply instantiated in the configurator the planning percent on its parent should represent Setup 2 23 the average expected number of instantiations multiplied by 10076 See Oracle Configurator Developer User s Guide for more information on multiple instantiation Note If your planning percentage changes over time consider adding new rows for the options with different effective dates For example for a Model BOM setup is as follows Component Effective From Effective To Planning OC1 1 1 2004 3 01 1 1 2004 3 31 2004 60 02 1 1 2004 3 31 2004 40 01 4 1 2004 80 02 4 1 2004 20 Your forecast for O1 for January through March 2004 is 60 of your OC1 forecast For April and later it will be 80 of your OC1 forecast Setting up components with different effective dates can affect your Configuration model rules and Configuration BOM creation e WIP supply type In the case of a lower level model a supply type other than phantom implies that the lower level model is to be treated as a configurable subassemb
217. r code specified on the model item in the organization where the components were dropped and in the ship from org If the planner code value is null or not a valid work flow user then the notification is sent to the system administrator 3 Other expected error for which item is not created For other expected errors encountered during the create configuration process one notification will be sent to a specified user for the top model in the shipping organization The notification message contains specific error message for the problem encountered Notification is sent to the planner code specified on the model organization combination in the shipping organization If the planner code value is null or not a valid work flow user then the notification is sent to the system administrator These types of errors include e Model BOM Routing Not available in manufacturing org determined by OSS sourcing e Create item error e Create BOM error e Inherit operation sequence error etc e Create routing error 4 Autocreate configured Items does not provide any error or warning if it cannot create a configured BOM in some of the sourcing organizations for configurations of models with the create configured item BOM attribute set to Based on model This might happen because of setup issues For example Organization 1 is a make source for a model but the model BOM does not exist in organization 1 It does copy organization 1 source assignment
218. rations in that organization This allows you to stop producing an entire model in a specific organization If match is enabled for a base model then the program should be run from the master organization Deactivate Concurrent Program The deactivate program can be run for configurations in any organization if the item status attribute is controlled at organization level and the base model is not using match If the attributes are controlled at the master level or match is being used deactivate must be run in the master organization You can run the Deactivate Configuration Items concurrent program to automatically deactivate all configuration items that have no open sales orders or on hand inventory and whose most recent transaction date is more than the number of days ago you specify Each deactivated configuration item has its status updated and the item template applied if specified in the program Deactivated configurations are removed from the matching tables so that future configurations cannot match to deactivated items Deactivating Configuration Items To deactivate configuration items 1 From Bills of Material menu navigate to the Submit Requests window 2 Select Request and select Deactivate Configuration Items The Deactivate Concurrent Batch program has following parameters Oracle Configure to Order Process Guide Organization ID The organization you want to deactivate configuration items in If you specify an
219. rchasing Purchasing BOM Item Type Include in Rollup Recipe Enabled Process Quality Enabled Process Execution Enabled Process Costing Enabled Hazardous Material Repair Preposition Point Repair Repair Program Outsourced Assembly List Price Purchased Purchasable bom item type default include in ro llup flag recipe enabled flag process quality enab led flag process execution en abled flag process costing enab led flag hazardous material f lag preposition point repair program outsourced assembly LIST PRICE PER U NIT 4 Standard item Y N N N 3 Repair Return 2 un checked Calculated in PO validation organizations based on pricing setup purchasing item flag Y purchasing enabled f Y lag 3 22 Oracle Configure to Order Process Guide Item Master Tab Attribute Name Column Name Table MTL SYTEM ITEMS Value Physical Attributes Physical Attributes Work in Process Order Management Order Management Order Management Order Management Order Management Order Management Order Management Order Management Order Management Order Management Unit Volume Unit Weight Build in WIP ATP Components Assemble to Order Check ATP Customer Ordered Customer Orders Enabled Internal Ordered Internal Orders Enabled OE Transactable Pick Components Shippable unit volume
220. rder 1 4 Single Org Environment 3 29 Sourcing assignments 2 37 option specific sourcing 2 38 OSS 2 38 setup 2 37 Souring Rules 2 63 Standard ATO Items 1 2 Supplier Item Descriptions 2 66 Supplying Unique Configurations 3 51 Supply to Order Workbench 4 1 active supply details 4 3 lines 4 2 personalizing 4 4 T Transfer Reservation from One Sales Order to Another 3 59 U Updating Existing Configurations 6 1 User Defined Cost 3 35 Using Blanket Purchase Orders for Models 3 37 V Viewing Selected Options 3 2 Ww WIP Parameter 2 5 WIP Serial Tracking 2 29 WIP supply type 2 24 Workflow 2 55 Workflow Activities for ATO Configuration Items 3 10 Workflow Activities for ATO Item 3 11 Workflow Activities for ATO Model 3 10 Workflow for Configured Orders 3 9 Work Order less Completions 3 64 Work Order Reservation 3 58 X XML 3 75 Index 5
221. reate Supply Order process 2 59 Creating Requisitions 3 65 CTO Calculate Cost Rollup 3 41 CTO Link Activate 2 65 Custom CTO Packages 2 67 Customize the Order Processing Workflow 2 55 custom numbering method 2 5 Custom Numbering Method 2 68 Custom Purchase Price calculation setup 2 65 roll ups 2 70 Custom Purchase Price Roll ups 2 70 D Deactivate Configuration Items 1 6 7 1 Default Discrete Class 2 7 Definitions 1 2 Delete Constraint 5 2 De link configuration Item 3 33 Discrete Manufacturing 2 27 Dropship 3 72 Dropshipping and Order Changes 5 3 Dropshipping Configurations 3 2 Index 2 Dropship Requisitions 3 72 3 72 E EDI 3 75 Enabling Items 2 33 Enter Configured Orders 3 2 Environment configure to order 1 1 Expire a Blanket Line 2 64 F Feature Highlight 1 13 FIFO 3 35 Final Assembly Flow Schedules 3 60 Final Assembly Work Orders 3 52 Flow Manufacturing 2 30 Flow Schedules 3 63 Forecasting 2 47 G Global Agreements 2 65 H Hard Coded Item Attributes 3 21 Holds activity and generic 3 82 Hybrid 1 3 PTO ATO in the single level single organization environment 1 17 Inactive Status 2 4 Integration 1 16 Intercompany Invoicing 3 81 Intercompany Setups 3 6 iStore 3 2 iSupplier Portal 2 65 3 75 item attribute Assemble to Order 2 17 ATP Components 2 16 BOM Allowed 2 16 BOM Item Type 2 16 Build in WIP 2 16 Check ATP 2 16 Foreca
222. reate supply for any lower level configuration that was generated because of the specific sales order configuration Note that it will NOT create supply for any lower level configuration that was matched to a preconfigured item If set to ATO items and Auto created Configuration Items it will create lower level supply for all ATO items preconfigured items and autocreated configured items Note that supply will be created even for ATO items setup as standard Mandatory components on the model Bill This option should be used only if you do not expect to have on hand for your ATO items and preconfigured items Setup 2 3 Field Name Value Usage Notes Inactive Status Numbering Segment The list of value consists of all the item statuses that are defined in the system The list of value consists of all the item segments The Deactivate Configuration Items program sets item status of configuration items to this value The item field is a flexfield that may contain multiple segments Let s say you have a two segment item field The two segments are Item Group Item Group will show up in the LOV The segment you choose here will be the field that the Numbering Method applies NOTE The numbering segment parameter must be set in the OE validation organization The setting in all other organizations will be ignored 2 4 Oracle Configure to Order Process Guide Field Name Value Usage
223. reference in order to change the warehouse N A Must remove reservation or reference in order to split the line Note The Order Line quantity increase will not result in a reservation increase Users should run the appropriate create supply batch program to create more supply Or in the case of a work order they could manually increase the quantity on the work order and then increase the reservation Important Order Management has a delete constraint that prevents the 5 2 Oracle Configure to Order Process Guide deletion of a line after booking This will prevent you from being able to change the configuration of a model after it has been booked This is a non seeded constraint that should be removed if you need to make changes to your configurations after booking See Order Management Setup page 2 54 for more information Note Since a configured BOM is created with only seven decimal places on component items change management compares the old and new quantities on options after rounding to seven decimal places If there is no change after rounding a quantity to seven decimals CTO does not consider this as a configuration change and does not delink the configuration item After a change is made Order Management will try to reschedule the order with the changes If rescheduling succeeds then system will store the changes otherwise the system will not save the changes Notification of the Change A notification of the
224. ria for the items that you want purged from the table e Item Created Days Ago Configuration items created earlier then sysdate minus this number are purged e Last Referenced Days ago Configuration items that were last matched before sysdate minus this number are purged e Base Model All configurations generated from a specific base model are purged e Option Item You can optionally use this along with the Base Model parameter This parameter enables purging of only those configurations of a model for which this option is specified as an optional component e Configuration item A specific configuration is purged 7 6 Oracle Configure to Order Process Guide A Active Supply Details 4 3 Activity and Generic Holds in the Order Process 3 82 ASCP 2 47 ASL Document Reference 2 64 Assemble to Order Item 1 2 Assemble to Order Model 1 2 Assembly Return 3 7 Assembly Return Perform 3 58 ATO ASCP v MRP 2 47 forecasting 2 47 master scheduling 2 47 sourcing setup 2 37 ATO Item 1 2 ATO items three types 1 2 ATO Item Workflow 2 58 ATO Model 5 6 ATO Model Bill 2 22 ATO Model Line vs Configuration Item Line 3 11 ATO Model Workflow 2 55 ATP intercompany setups 3 6 ATP Based on Planning Output 3 3 AutoCreate Configuration 3 47 AutoCreate Configuration Concurrent Program 3 8 AutoCreate Configuration Items 3 16 Autocreate Configurations Process 3 35 Index AutoCreated Configuration Items 1 2 2 3
225. rocess Guide associated with the Config Item BOM Routing Creation attribute Child Models Impacting Parent Model Sourcing Example There are cases when a parent model has no Option Specific Sourcing defined but the child model does In this case CTO derives the appropriate sourcing for the top model based on the sourcing of the child and create the parent s BOM and Routing only in the valid organizations based on the child s restrictions M1 e M2 non phantom e Opt e M3 non phantom Opt3 M1 amp M3 have no sourcing but are enabled and make in Org1 Org2 Org3 and Org4 All models have a BOM and Routing in each of those organizations M2 is enabled and make in Org1 Org2 Org3 and Org4 It has a BOM and routing in each of those organizations It has a sourcing assignment in Org3 that is 5076 make at Org3 50 transfer from Org4 The valid organization list for M2 Opt2 includes Org2 Org3 amp Org4 The valid organization list for M3 Opt2 includes only Org4 The order comes in for M1 M2 Opt2 M3 Opts3 and is booked and scheduled against Org3 If the Config item BOM and Routing Creation attribute is set to Based on Model CTO creates M1 1 M2 2 and M3 3 in all organizations that have the model enabled It is Make At in all organizations In addition it e Creates the BOM and Routing for M3 1 only in Org4 A sourcing assignment is created for M 3 in Org4 that says make at Org4 M3 1 is marked as created with option specific
226. rocessing Manufacturing Configurations Automatic creation of unique configuration item BOM and routing for the top level model as well as lower level models Option to create Items BOMs and Routings based on sourcing rules or the base model setup Discrete manufacturing and flow manufacturing environment support for building all levels of the configuration Supply chain cost roll up support for all sourced configurations Automatic configuration lead time and cost calculation for all configured subassemblies and top level assemblies Automatic final assembly work order creation for the top level configuration Constraint based finite scheduling of final assembly work orders within each manufacturing organization Automatic flow schedule creation for the top level configuration Automatic sales order reservation of top level configuration upon production completion single organization environment only Automatic internal requisition creation for the top level configuration with support to reserve the internal requisition to the sales order with automatic conversion to on hand on receipt Multiple level supply creation support to create supply for all levels of configurations in the shipping warehouse only Supply chain planning support to create supply for configurations at all levels across the supply chain Overview of Configure to Order Implementation 1 15 Procuring Configurations Integration Automat
227. rom make to buy or vice versa CTO will recalculate the cost Otherwise CTO will not recalculate the cost 3 36 Oracle Configure to Order Process Guide Note If you have manually changed the frozen cost of the configuration before it has been transacted it will be over ridden by the roll up cost calculated by CTO 2 Inanaverage FIFO or LIFO organization 1 Ifacostalready exists in the valuation cost type CTO will not perform a roll up It will simply update the CTO cost type of the item with the existing frozen cost 2 If the item does not have a valuation cost and the item sourcing has changed from make to buy or vice versa CTO will recalculate the cost Otherwise CTO will not recalculate the cost If standard costs are shared across organizations the cost of configuration is calculated in the cost master organization only To calculate the correct cost CTO creates the configuration BOM in the cost master organization implying that the model BOM should be set up in the cost master organization and the BOM parameter Config BOM creation allowed in this organization should be set to Yes Configuration Purchase Price Calculation Rollup Using List Prices During AutoCreate Config or when matching to an existing configuration CTO will perform a price calculation for any configuration that has a list or blanket price defined This is an optional process that occurs during the AutoCreate Configuration process You can d
228. run requisition import with import source code CTO LOWER LEVEL to create the requisition 3 54 Oracle Configure to Order Process Guide Method Description Implementation Consideration Reference Document 2 Progress Order action from Sales Order Pad From the Sales Order Pad in Order Management you can invoke Progress Order action to create a work order for an order line This creates a work order for the configuration item Top level work order is reserved to the sales order Lower level supplies are not reserved to the sales order This option can only be used if your final assembly is manufactured in the shipping organization In all other cases advanced planning is used to create planned orders based on the demand in the shipping organization Need to manually progress the order in Order Management one at time In single organization environment progress order is a way to create supply for a single order with minimum delay If you have an urgent order that needs to be pushed to manufacturing this may be a way to quickly progress an order to production If you have multiple levels of configurations or ATO items in your shipping organization this program can create supply for the lower level items as well if the BOM parameter Enable lower level supply creation is set properly Lower level supply can be of any Oracle Order Management User
229. s Yes Yes Comments Not Required if routings for all models and ATO items are only Discrete routings or flow routings and ATO models and ATO items are not purchased Not Required if Routing of all models used is flow routing Not Required if Routing of all models used is discrete routing Not required if ATO models and ATO items are never purchased Not required if you will never dropship an ATO model or item Not required if ATO models and ATO items are never purchased Block activities cannot be added inside the Create Supply Order process Activities marked as No in the mandatory column in both the above tables can be removed from Create Supply Order process The Create Supply Order process is used Setup 2 59 in both Configuration line workflow and ATO item workflow and hence changes to this process will affect both the line flows Customization to Workflow Constraints You can customize the seeded workflow using Oracle Workflow Builder if you have special requirements The notification message can also be customized Please see the Oracle Order Management Workflow Guide for more information Order Management has a delete constraint that prevents the deletion of a line after booking This will prevent you from being able to change the configuration of a model after it has been booked This is a non system constraint that should be disabled if you need to make changes to your configurations after bo
230. s Guide Oracle Advanced Planning and Shipping User s Guide Create and Process Configurations 3 55 Method Description Implementation Reference Consideration Document type work order flow schedule or PO Lower level supplies will not be reserved to the sales order For lower level ATO items or configurations in other organizations planning must be run to create supply for the lower level assemblies Creates one work order for the top level assembly for the full order quantity If you have created supply for a lower level purchased configuration through this process you will need to run requisition import with import source code CTO LOWER LEVEL to create the requisition This activity will not be accessible from the sales order pad if supply Discrete job Flow Schedule Purchase requisition Purchase order Inventory reservations has been created for this any part of this order line 3 56 Oracle Configure to Order Process Guide Method Description Implementation Reference Consideration Document 3 Planner s Planning can be run Ina Oracle Master Workbench periodically to create multi organization Scheduling MRP planned orders based advanced planning User s Guide on sales orders for configured product From the Planner s Workbench you can release planned orders to work orders or internal requisitions for configurations The work order is not reserved to sal
231. s flow line design line balancing production execution and kanban planning and execution The Oracle Flow Manufacturing Implementation Manual explains how flow manufacturing supports building customized products See Oracle Flow Manufacturing Implementation Manual The following information provides some additional tips and hints when you deploy flow manufacturing in a configure to order environment Create Final Assembly Flow Schedules Oracle Applications lets you create flow schedules via the Line Scheduling Workbench in Flow Manufacturing or the Sales Order Pad in Order Management The following table provides some explanation of each method 3 60 Oracle Configure to Order Process Guide Comparison of Methods to Create Flow Schedules Method 1 Line Scheduling Workbench or the Flow Schedule tab on Flow Manufacturing Self Service Description You can use the Line Scheduling Workbench or the Flow Schedule tab on Flow Manufacturing Self Service You can create flow schedules for planned orders and sales orders Flow schedules created from the sales orders will reference the sales order and order line Implementation Consideration Scheduler can manage configured and non configured orders in the same workbench and can sequence orders according to their scheduling rules Scheduling is constrained to the line rate The scheduler can view orders that could not be scheduled because of the constraint fro
232. s from the model to the Config 5 Other expected errors for which item was created Some expected errors occur after the item has been created which will result in one notification being sent to a specified user for that item in the item org combination where the error occurred 3 40 Oracle Configure to Order Process Guide The notification message will contain specific error message for the problem encountered Notification is sent to the planner code specified on the model organization combination for which the error occurred If the planner code value is null or not a valid work flow user then the notification is sent to the system administrator These types of errors include e Lead Time calculation failed e Cost Rollup failed buy cost not defined etc e List Price amp Purchase Price Rollup failed Optional Processing Programs CTO Calculate Cost Rollup This program enables you to perform a cost rollup for previously created configuration items in a given organization If the organization is not specified cost rollup is performed in all organizations where the config item is enabled The sourcing parent child relationship is determined and the cost for the configuration item in all the organizations specified is calculated Cost is automatically calculated for the selected configuration items and their child configuration items in all organizations where the BOM exists If a cost already exists in the Valuation cost type m
233. s is the top this includes purchase product but level the model price roll up are never part purchasedor being of the transferred manufacture physical flow model d all of its for that option classes product only If this ANT and options the model organization and any needs to be 18 alse the immediate enabled shipping child models organization Child model all optional components items in your do not have model BOM to be enabled should also here unless pe enabled in they are also this manufacture organization There Note ATO models exist in organizations that are not part of any sourcing chain for the model if the organization is The OM validation organization but never used to manufacture stock ship or transact the model The PO validation organization but never used to manufacture stock ship or transact the model The Purchasing organization for global procurement but never used to manufacture stock ship or physically transact the model Part of an enhanced intercompany transaction flow but never used to manufacture stock ship or physically transact the model Setup 2 21 If the model attribute Create config item BOM attribute is set to Based on Model or item based on model BOM based on sourcing The configuration item will also be created in these organizations Set the following attributes on the model item to prevent the configurations from being accidentally transacted or planned in these orga
234. s that help you catalog your assemble to order configurations so you can easily find on hand configurations that meet customer requirements or find configuration item numbers that were used to fulfill previous orders for the same configuration Oracle Manufacturing lets you set up rules to automatically assign Item Catalog descriptive element values to assemble to order configurations based on the options selected For example you might want to catalog computer configurations using descriptive elements that indicate the Processor Type and Operating System OS chosen for each configuration You could then assign the Laptop Computer model item to a catalog group that specifies those descriptive elements but not assign any values to those attributes since the Laptop Computer is a model not a specific configuration You would also assign each option item to a catalog group with descriptive elements that describe that option So you would assign the processor option items Pentium I Pentium II to a Processors catalog group containing a Processor Type descriptive element as well as others that might describe more specific processor attributes 2 30 Oracle Configure to Order Process Guide Catalog Configurations Example Item Catalog Group Descriptive Element Descriptive Element Name Value Laptop Computer Personal Computers Processor Type OS Pentium I Processors Processor Type Slow Pentium II Processors Processor Type Fast Windows Operatin
235. se organizations to be considered as valid organizations during OSS processing Defining an item rule for Option Specific model or a parent of an option specific model will make all the organizations where model is enabled as valid organizations To avoid this you must assign specific Make At or Buy From assignments in the end node of your sourcing chains Interactions with other features If users set the new model level Create Configuration Item BOM item attribute to create config data based on the model and they have certain organizations where they build configurations with certain options and the options are not on the model BOM in those organizations they MUST set up Option Specific Sourcing for these options If they don t CTO will attempt to create the Bill and routing in all valid sources for the model which could result in all of their sales orders getting put on hold because some of the selected options didn t exist in some of the model sources The model order line is promised by looking at model sourcing rule and the list of organizations specified for the selected option items In certain setups a specific Setup 2 45 Additional tips configuration for this model may not have a valid source If this happens during availability check the user will get an error stating no valid sources exist based on option specific sourcing To avoid this the user should create configurator rules to ensure non valid configurations are
236. sed loop quality control system Oracle Work in Process User s Guide This guide describes how Oracle Work in Process provides a complete production management system Specifically this guide describes how discrete repetitive assemble to order project flow and mixed manufacturing environments are supported Oracle HRMS User s Guide This manual explains how to enter your employees It also explains how to set up organizations and site locations Even if you do not install Oracle HRMS you can set up your employees site locations and organization using Oracle HRMS forms Oracle Projects User s Guide This guide explains how to set up projects for use in project manufacturing and project accounting Do Not Use Database Tools to Modify Oracle Applications Data Oracle STRONGLY RECOMMENDS that you never use SOL Plus Oracle Data Browser database triggers or any other tool to modify Oracle Applications data unless otherwise instructed Oracle provides powerful tools you can use to create store change retrieve and maintain information in an Oracle database But if you use Oracle tools such as SQL Plus to modify Oracle Applications data you risk destroying the integrity of your data and you lose the ability to audit changes to your data Because Oracle Applications tables are interrelated any change you make using an Oracle Applications form can update many tables at once But when you modify Oracle Applications data using anyth
237. sembly is manufactured in the shipping organization In all other cases advanced planning is used to create planned orders based on the demand in the shipping organization Typically used to create supply for short term demand in a single organization environment Useful in a single organization high volume short product lead time environment where you may need to run this program more than once a day Creates one work order for the top level assembly for the full order quantity If you have multiple levels of configurations or ATO items in your shipping organization this program can create supply for the lower level items as well if the BOM parameter Create lower level supply is set properly Lower level Create and Process Configurations 3 53 Method Description Implementation Reference Consideration Document supply can be of any type work order flow schedule or PO Lower level supplies will not be reserved to the sales order For lower level ATO items or configurations in other organizations planning must be run to create supply for the lower level assemblies This program does not take capacity into consideration This program will create a work order for the unreserved portion of a sales order line and its sub assemblies in the shipping organization If you have created supply for a lower level purchased configuration through this process you will need to
238. sets to which its base model belongs except the Sales and Marketing category CTO provides a customizable package to enable users to add the configuration item to Sales and Marketing category sets if needed Details of the package are as follows File Name CTOCUCTS pls Package specification CTOCUCTB pls Package body Package Name CTO CUSTOM CATEGORY PK Function Name COPY CATEGORY Function copy category has following parameters e Pcategory set id in Number e Porganization id in Number It returns value 1 add to category set or 0 Do not add to category set You can add the configuration item to Sales and marketing category by changing the return value of the package to 1 By default the package returns 1 for all category sets except sales and mktg category set Alternatively you can choose NOT to add config to another category set by changing the return value to 0 Note Copying the sales and marketing category to the configuration item will make the configuration item available to users in all CRM applications including Sales Opportunities Generally this should NOT be copied 2 68 Oracle Configure to Order Process Guide Custom Numbering Method CTO provides three standard configuration numbering methods and a custom user defined numbering method CTO provides two packages for the custom numbering method to allow users to use custom numbering for both sales order created and preconfigured items
239. seven decimals so rounds the ordered quantity of ATO options to seven decimals before creating the BOM for configuration items Example 1 Single level Single Organization example In a single org environment configuration is assembled and shipped from the same organization Shipping organization The model bill of material from the shipping organization is used for the creation of a configuration bill of material The configuration bill of material is only created in the shipping organization The following table shows the bills of material for the Laptop Computer from Example 1in Chapter 1 The Selected column indicates the option selection during order entry BOM for Laptop Computer Example Level Item Item Type Optional Selected 1 Laptop ATO Model No Yes Computer oA CPU ATO Option No Yes Class Create and Process Configurations 3 29 Level Item Item Type Optional Selected l2 PentiumI Purchased Yes 2 9 Pentium II Purchased Yes Yes 122 Monitor ATO Model No Yes phantom id VGA ATO Option Yes Yes Class kA VGA Purchased Item No Manual 4 VGA1 Purchased Item Yes Yes 4 VGA2 Purchased Item Yes 3 EGA ATO Option Yes Class s4 EGA1 Product Yes LA EGA2 Product Yes a Monitor Purchased Item No Manual The following table shows the configuration bill of material Notice that the configuration BOM looks like a single level bill with models and option class
240. sibilities or you may run into inconsistencies in OM PO and APS e CTO will not over write an existing price in an existing blanket CTO will also not overwrite the list price when progressing the order manually via the actions button The Purchase Price Calculation batch program has a parameter to specify whether or not to overwrite the list price So if you negotiate a special price for a pre configured item and enter it on the blanket for the model or the list price on the item master CTO will not over write this price However this also means that CTO will not recalculate and overwrite an existing entry in a blanket when you match to an existing configuration or when you run the batch program manually even if prices for the options on the current valid blanket have changed CTO will calculate a price for any valid blanket that does NOT have an entry for the matched configuration Therefore it is suggested that you set up a new blanket each time you renegotiate prices with your supplier rather than just updating the prices on the existing blanket This way as soon as the new blanket becomes effective CTO will automatically recalculate a new price based on the new blanket prices for any matched configuration or any time the batch process is run e Retroactive pricing is not supported for configurations If you change the price of a model or option price the price on existing configurations in the blanket is not recalculated You will have t
241. sing Constraints ATO Model Order Management still has some seeded processing constraints for configurations that deny certain actions when the workflow reached certain status For ATO Model order line there are still processing constraints that prevent certain order changes After a configuration item is created users cannot delete the top model order line You can cancel the top model by setting the quantity to zero or clicking Actions There is also an Order Management constraint that prevents cancellation or reduction in quantity of an ATO model line if the configuration line is interfaced to shipping and some deliveries are staged This is a non seeded constraint If this constraint is removed then the staged lines can be canceled It is recommended that you do not remove this constraint 5 4 Oracle Configure to Order Process Guide Users also cannot cancel any quantity on the model line that is associated with a closed delivery on the configuration line However if the configuration line is interface to shipping and there are no staged deliveries but there are some closed deliveries then the model quantity which is not yet closed can be canceled Option Items There is a delete constraint that prevents the deletion of a line after booking This will prevent you from being able to change the configuration of a model after it has been booked This is a non seeded constraint that should be removed if you need to make changes to
242. ssignment set on the destination if MSC ATP assignment set on the source is not defined e Sourcing Assignment set on your ASCP plan If you are using Global Forecasting the Forecast Distribution Assignment set specified in the ASCP Plan options is expected to be different assignment set since it is not used for sourcing The MRP and MSC profiles must be set at the site level If you override them at a lower level you will see inconsistent results Important CTO creates the assignment set CTO Configuration Updates for its internal processing use during the Update Existing Configurations concurrent program Do not use this assignment set for any purpose Option Specific Sourcing OSS Option specific sourcing allows you to restrict the sourcing of a configuration based on a specific option or options that are ordered For example you may have a model that can be manufactured in three organizations But if a specific option is chosen it can be made only in one of the three as they have the specialized machinery to build it If you have restricted options specify the list of valid organizations and vendors where the model can be manufactured stocked transferred or procured if that option is chosen This list of organizations is overlaid with the model sourcing chain during the ATP and Autocreate configurations processes to restrict the sourcing of a specific configuration based on the options that were chosen See Impact of Option Spe
243. st Control 2 16 Lot Serial Control 2 17 OE Transactable 2 16 Pick Components 2 17 Planning Method 2 16 Purchased purchasable 2 17 Ship Model Complete 2 17 Item Attribute 2 61 Item Catalog descriptive element 2 30 Items Setup 2 15 Item Validation Organization 2 8 L Lead Time Calculation 3 34 LIFO 3 35 Link Configuration Item 3 34 List Price Calculation Setup 2 63 Manually Link 3 34 Manufacturing Configurations 1 15 Match 3 6 3 6 Match Configuration Item 3 6 Match Configurations 2 70 Maximum and Minimum Quantity 2 23 Model and Option Class Bills of Material 2 22 Model and Option Class Routing 2 26 Model Items Bills and Routing 2 15 MRP 2 47 Multi level Multi organization 3 31 multi level multi org assemble to order sales order 1 7 multi level ATO in a multi organization environment 1 20 multi organization 3 57 Multi Organization Setup 3 31 Mutually Exclusive 2 23 N Non Updateable Cost Type 3 35 Notification of Order Changes 5 1 5 3 Numbering Method 2 5 Numbering Segment 2 4 O Offset Days 3 71 OM Validation Organizations 2 60 Operation Sequence Inheritance Discrete Manufacturing 2 29 Operation Sequence Inheritance Flow Manufacturing 2 30 Optional 2 23 Optional Processing Programs 3 41 calculate lead time 3 42 CTO calculate cost rollup 3 41 CTO purchase price calculation Concurrent Program 3 42 Option Class Bills of Material 2 22
244. such that they are rolled up for all blankets that are associated with the model ASL and the vendor is part of the sourcing rule associated with the OSS item CTO creates a blanket line for the configuration in the blanket of the model To achieve this CTO inserts a row in the PDOI tables with the information to create the blanket line and then launches PDOI with Create Sourcing Rules equal to yes and Release Method equal to the one specified in the profile option BOM CTO Default Blanket PO Release Method This will create e Anew row for the config item in the model s blanket purchase order with the rolled up price If you are using a global agreement this line is enabled in all organizations that have the model enabled e Anew global ASL for the configuration with the appropriate supplier supplier site and source documents If you are using global agreements this ASL is enabled in all operating units that have the agreement enabled even if one does not exist for the model e A sourcing rule if one doesn t exist for the Item Supplier site combination e An item level sourcing assignment for the configuration if one did not already exist 3 38 Oracle Configure to Order Process Guide CTO will not perform the calculation if there is already an entry for the configuration in a given blanket This may happen if you are matching to an existing configuration or are using one of the custom purchase price programs See Configuration Item C
245. table by comparing the source organization with the intersection list and marking them as valid 5 Assignments with valid source organizations are assigned to the new configuration item 6 Fororganizations in the intersection list that are not part of model sourcing tree the following must be done e If the planning make buy code for the configuration in that organization is Make insert a new assignment with 100 make in that organization e If the planning make buy code is Buy ignore that organization You cannot create a sourcing rule with 100 buy without specific vendor information An organization is valid if the planning make buy code is Buy Only organizations with explicit buy rules are considered valid organizations for Buy models 7 The Option specific sourced attribute for this configuration is updated 8 Alistfor BOM creation is created from the leaf node organizations from valid assignments In the Model Sourcing Tree Example page 3 44 that would be O8 O5 C7 and O20 Item Sourcing Rules In general the item level sourcing rule is used for any item in the organization that does not have an explicit sourcing rule For an option specific source model the item level sourcing rule is used only for the organizations in the sourcing tree that do not have an explicit sourcing rule This is because the provided list is the list of manufacturing distribution organizations ATP also uses that list to determine ship from
246. tails the Model Option Classes and Options chosen For items with the Create Configured Item BOM attribute set to Based on Sourcing or if your model has a buy type sourcing rule or buy type planning flag on the item master AutoCreate configuration will generate a supplier type long text attachment for the new configuration item in all PO validation organizations required by your sourcing chain This file will contain the configuration details the Model Option Classes and Options chosen The weight and volume of the configuration are calculated For more information see the Configure to Order Chapter in the Oracle Bills of Material User s Guide The configuration item is assigned to all the item categories to which the model was assigned with the exception of the sales and marketing category There is a custom program that can be used to assign the item to other categories See Custom CTO Packages page 2 67 for more information about this program The default sub inventory and default locator are also copied from the model to the configuration item The configuration item inherits most of its attributes from the model However there are a series of attributes that are specifically set by the autocreate configuration process The tables below contain the details of which item attributes on the configuration item are hard coded by CTO and which are specifically not populated during the autocreate process All other attributes are
247. tate costing of configurations A single level cost rollup is performed in the CTO cost type using the cost type specified in the profile BOM CTO Buy Cost type as the buy cost type For make configurations since this cost type holds no costs for the model and options the roll up will be done based on the valuation cost of the model and options and an entry for the configuration will be placed in the CTO cost type Create and Process Configurations 3 35 If the organization is using standard costing CTO will then update the frozen cost of the configuration with the cost rolled up in the CTO cost type If the costing organization is an average LIFO or FIFO organization the valuation cost of the item is not updated and the cost in CTO cost type serves as an estimated cost In the case of Multi level configuration items CTO performs the above steps for all configuration items in the BOM starting with the lowest level configuration item Cost of the parent configuration uses the cost of the child configuration from the CTO cost type For procured configurations the cost specified in the profile BOM CTO Buy cost type is used as the Buy Cost and is included in the roll up of the parent configuration Note The cost in the buy cost type will be used in the rollup only if the configuration has a buy type sourcing rule in the assignment set defined by MRP Default Assignment Set If a configuration is procured but does not have buy type sourcing
248. tem in all organizations When the item is automatically enabled in an organization for attributes that have the attribute control set at the organization level attribute values for these items are inherited from the base model in that organization Item attributes are copied from the preconfigured item if the attribute control is set at the master level Note Child configuration items are created as auto created items with all attributes set as described in Create Configuration Items page 3 16 If you want the child configurations to be treated as preconfigured items you must either e Preconfigure them before the parent configuration You must use the match functionality and then configure all levels of configurations from the bottom up Setup 2 33 e Clear the AutoCreated Configuration attribute on the configurations you want to treat as preconfigured items Note For preconfigured items since the item is created by the user item attributes are not copy from or validated against the base model item attributes It is up to the user to set them appropriately The Assemble to Order and Build in WIP flag must be checked It is recommended you use the ATO item template for these items The following table shows the differences between preconfigured items and Auto Created Configuration Items Preconfigured and Auto Created Item Differences Preconfigured Item Auto Created Configured Item Created by user Created by system Au
249. tem is linked randomly picked The program creates data for the following items depending on the parameters selected e Configuration items linked on open sales order lines e Additional configuration items in match tables that are not linked on open sales order lines and have item attribute set to Based on Model if match is being used This includes pre configured items in the matched tables and matched on open order lines The program does not create data for the following type of items e ATO items created manually Updating Existing Configurations 6 13 e Pre configured items that have base models with the match attribute set to No e Pre configured items ordered directly on open order lines e Auto created configuration items that are de linked from all open sales order lines and are not canned for future matching but are being ordered as ATO items on the order line Data is not created for a particular item for the following type of errors e Dropped components on a BOM If dropped components are found while creating the BOM for a configuration item in a certain org the BOM will be created or not created based on the profile BOM Create Configuration Exception Behavior If the profile is set to not create the BOM BOMs Routings and sourcing are not created for this configuration item in all organizations Optional processing is also not performed for this item However configuration items are created for this item
250. the operation from the sub model is not added to the configured routing Sourcing Assignment Creation Sourcing assignments for the configuration are created based on the setting of the Create Item BOM attribute on the model and the sourcing assignments on the model in the assignment set defined in the profile MRP Default Assignment Set in the following manner Create Item BOM attribute on the model is set to e Based on Sourcing Copies the sourcing assignments from the model to the configuration item for all organizations in the ship from organization s sourcing chain If this setting is on a lower level configuration its sourcing will be created in the same manner based on the sourcing chain from the organization s in which it is consumed in the parent configuration e If option specific sourcing is set up new sourcing rules and assignments will be created for the configuration based on the option specific rules and the sourcing chain See Impact of Option Specific Sources page 3 43 for more information on option specific sourcing e Items Based on Model BOMs Based on Sourcing Creates sourcing assignments in the same manner as Based on Sourcing e Based on Model Copies all assignments from the model to the configuration item If option specific sourcing is set up new sourcing rules and assignments will be created for the configuration based on the option specific rules and the sourcing chain De link Configuration Item
251. the sales order number in the WIP Completions form when you perform return transaction Transfer Reservation from One Sales Order to Another If you need to transfer WIP reservation from one sales order to another sales order you need to delete the existing WIP reservation for sales order 1 and add a new reservation for sales order 2 Sales order 1 and sales order 2 must have the same configuration item You can do this in Discrete Job form in Oracle Work In Process For more information about discrete work orders please See Oracle Work In Process User s Guide Supply Chain Execution in a Multi Organization Environment In a multi organization environment advanced planning is used to generate and manage planned orders across the supply chain for all levels of the configuration In the multi organization example in chapter one an order is taken for a configured laptop Advanced planning is run and creates the following planned orders 1 Planned internal requisition in the shipping organization W1 to source the configured laptop from organization M1 2 Planned order for the configured Laptop in organization M1 3 Planned internal requisition in organization M1 to source the configured monitor from organization M2 4 Planned order for the configured monitor in organization M2 5 Planned purchase requisitions for any material that is needed in either M1 or M2 to fulfill the order The planner would release all planned orders to
252. this option specific rule Otherwise they will need to set up option specific rules for all the options in the model structure that are not made in all organizations If the choice of organization is based on an attribute or a value of an option you may want to consider creating a dummy option to represent the attribute for OSS For example you are selling pipe and your customers can order a pipe with a length between two inches and twenty ft Anything under fifteen feet can be made in all six organizations of your manufacturing organizations but anything over fifteen feet can only be made in Org6 You can create a dummy option class with two components Less than fifteen feet and fifteen feet or greater This could be selected in the background by the configurator and used to restrict the sourcing of these items to Org6 and restrict the BOM creation for these items to Org6 If you change the option specific sourcing on a model you need to run the Update Existing Configurations program before the change will appear on your existing configurations See Updating Existing Configurations page 6 1 for more information 2 46 Oracle Configure to Order Process Guide Forecasting and Master Scheduling for ATO Models The following information provides an overview of planning and ATP for configurations For more information refer to the relevant planning guides ASCP vs MRP In general ASCP is the recommended planning solution for configurati
253. thod Description Implementation Document Consideration 2 Progress Order From the Sales Order This option is valid Oracle Order action from Sales Pad in Order only for ATO Items Management User s Order Pad Management you can and configurations Guide invoke Progress Order from Create Supply Eligible If the ATO Item Configuration on an external order line a record will be created in the req import that are on an external order line Need to manually progress the order in Order Management one at time In a Procure to Order tables The Environment requisition is NOT progress order is a reserved to the sales way to create supply order for a single order with minimum delay If you have an urgent order that needs to be pushed to purchasing this may be a way to quickly progress an order to production Note that Req Import needs to be run to actually create the requisition There is no reservation between the reg po and the order line status on the configuration line will remain at awaiting receipt until the line is shipped Autocreate DropShip Requisition Batch Program You can launch this concurrent program from the Bills of Material ATO menu The program supports the following parameters e Sales Order You can specify a specific sales order number If the parameter is blank it will create the configurations for any eligible sales orders 3 74 Oracle Configure to Order Process
254. ting of the Create Configuration Item BOM and Routing attribute and any Option Specific Source definition are used to determine the organizations in which to create the BOM and Routings The profile option BOM Use OM Validation Org When Pre Configuring Single Level Items determines whether the current organization or the OM validation organization is used when preconfiguring a single level BOM Usually this value should be set to Yes The Pre configuration process matches to existing configurations if the profile BOM Match to Existing Configuration is set to Yes and the model is set to perform matching If the program finds a match for the top level model you will be asked if you want to use the matched item id or create a new configuration for the new item If you choose to use the match no BOM is created for the current item If you choose to create a new configuration for the new item the new configuration replaces the old configuration in the match tables and future matches in OM or BOM will match to the new pre defined configuration If a match is found for any of the lower level models the matched configuration item is used by default Note Preconfiguration does not perform weight and volume calculations lead time calculations cost rollup list price and purchase 2 32 Oracle Configure to Order Process Guide price rollup for the configuration items To perform these calculations for your preconfigured items use the appropri
255. tion as its destination is created e If the sales order line is marked as external a drop ship purchase requisition will be created regardless of the sourcing on the item Discrete Manufacturing Oracle Work In Process User s Guide provides complete information on how you manage work orders and shop floor activities The following information is only intended to provide some additional tips and hints on managing work orders in a configuration environment Create Final Assembly Work Orders Oracle Applications provides you with various methods of creating work order to fulfill a configuration sales order The following table explains the benefits and the implementation consideration of each method 3 52 Oracle Configure to Order Process Guide Comparison of Methods to Create Final Assembly Work Orders Method 1 AutoCreate FAS concurrent program Description This is a concurrent program that you can launch from Work in Process menu It can be run at any frequency you specify to create work orders for the configured assembly The top level work order is reserved to the sales order Lower level supplies are not reserved to the sales order While computing the mandatory component requirements the program honors the basis settings either lot or item Reference Document Implementation Consideration Oracle Work in Process User s Guide This program can only be used if your final as
256. tocreated configuration N on Items form Autocreated configuration Y on Items form Item attributes are as defined by the user Item attributes are Inherited from the model if item is auto created in all organizations Copied from configured item in another organization if it was preconfigured there and attribute control was at master level Inherited from model if it was preconfigured in another organization and attribute control was at organization level Is displayed in iStore and similar applications Is not displayed in iStore and similar for users to order applications for users to order BOM and Routing Creation BOMs and Routings are created for the preconfigured item and any child configuration items in the sources identified based on the base model s sourcing rules option specific source definition and the item attribute Create Configured Item BOM 2 34 Oracle Configure to Order Process Guide See Create and Process Configurations page 3 1 for more on how the system determines where to create the item bill and routing See Create Configuration Items page 3 16 for more information on BOM creation logic See Match Configuration Item page 3 6 for more information about matching Note To prevent creating an incorrect BOM the preconfigure item process does not respect the profile Create Configuration BOM With Dropped Components It will always error out if a component is dropped during config item creation at any
257. u can then establish option class routings by referencing the model routing as a common routing so lower level options can still reference the model s routing operations For example you can reference the Laptop Computer s routing as a common routing for the CPU option class referencing the Laptop Computer s routing steps in the option class bill Alternatively you can set up a routing for the model which contains only the operations which pertain to building the entire model structure and any of its 2 26 Oracle Configure to Order Process Guide mandatory components or immediate options Then set up separate routings for each of your option classes that contain the routing steps pertaining to it s options and mandatory components It is important that option class routings and phantom model routings are of the same routing type as the parent model routing It is also important that you do not duplicate routing operation sequences in any of the routings Note APS ignores option class routings that are commoned to a model routing during resource capacity planning for a model forecast It does not check which model it is commoned to nor does it ignore option class routings commoned to another option class Therefore it is recommended that you common an option class routing only to its parent manufactured model Discrete Manufacturing Option Dependent Routing Steps ltem CN97444 Envoy Custom Laptop uom Ea Alternate Revision A Date 0
258. u use the Update Configurations and Optional Processing concurrent request Available under BOM ATO if you intend to calculate lead times cost or purchase prices of newly upgraded items The update existing configurations program by itself Available under BOM gt others should only be used if you do not want to calculate lead time cost or purchase price of the newly 6 8 Oracle Configure to Order Process Guide upgraded items Update Existing Configurations The Update Existing Configurations concurrent program has the following parameters e Items e All models e Item Category all models in this item category e Specific Configuration item this configuration item e Category Set enabled if item category is selected e Item Category enabled only if Category Set is selected e Configuration item enabled only if Configuration Item option is selected in 1 e Has sourcing changed e Yes e No e Process non matchable models e Yes e No e Upgrade Mode e Update Items e Update Items and Update ATP attributes e Update ATP attributes Using Update Existing Configurations You can use the Update Existing Configurations concurrent program to update all existing models all models in item category or a single configuration item This program will create all items and items data This program also creates new sourcing for the items but in a new assignment set CTO Update Configurations seeded for the Updating Existing C
259. uded anytime you choose an option from that option class or a lower level option class 2 22 Oracle Configure to Order Process Guide BOM Attributes Blis Ete CAD diit t te ltem CM66701 Alternate E Revision A Date 22 MAY 2006 16 46 32 B iv Implemented Only Display Future and Current i OCEANER Curchesing Item Seq Operation Seq Check ATP Mutually Quantity Component Optional Exclusive Minimum Maximun Ed Ls 20 cM66732 o o jj IN CM66733 n i o E o II im o ac TE Saas Substitutes Designators Operations Bill Details The following BOM attributes are important for model or option class bills of material e Maximum and Minimum Quantity For each option you can specify a quantity range that limits the quantity of the option you can order during Order Management e Optional The Optional attribute is applicable only to component items on model and option class bills of material If this attribute is not checked for an option the option will not appear in the configurator or in the OM options window but will be chosen automatically when you choose an optional item from the same model or option class If this attribute is not checked for an option class you are required to select at least one of the options from its bill of material e Mutually Exclusive The Mutually Exclusive attribute is only a
260. up 2 17 Attribute PTO PTO ATO Option ATO Item Option Model Option Model Class Compone Class nt Match N A N A Nullifyou N A N A N A Configurati want to on default from profile Standard if you wanta standard match Custom if you need a custom match See Match Configurati ons page 2 71 AutoCreate N A N A N A N A N A if no N A d base model Configurati exists Not on enabled if base model exists and you want it treated as a preconfigu red item See Preconfigu ring Items page 2 32 Create N A N A Depends N A N A N A Configurati on attribute on Item settings BOM See Create Configurati on Item BOM Attribute page 2 19 2 18 Oracle Configure to Order Process Guide Attribute PTO PTO ATO Option ATO Item Option Model Option Model Class Compone Class nt Base Model N A N A N A N A The model N A the configured item is generated from Null if the ATO item is not configured This must be the same in all organizatio ns Create Configuration Item BOM Attribute The Create Configuration Item BOM attribute on the ATO model defines how items BOMs and routings are created according to the following values Based on Sourcing This value creates Items BOMs and Routings based solely on the ship from organization s sourcing Items Based on Model BOMs and Routings Based on Sourcing This value creates Items in all organizations where the Model item exists and create BOMs and Routings based
261. vate auto generated configuration item s numbers in an organization whose orders are complete more than x days ago A configuration item will be deactivated if there is no sales order demand or open supply or transactions in that organization Note Oracle Advance planning and Scheduling APS must be installed to support purchasing of ATO items Feature Highlight The following is a list of key Configure to Order features supported by Oracle Applications Product Definition e Support for assemble to order ATO pick to order PTO and hybrid PTO ATO ATO ATO product structures e Support for Multi level ATO and PTO Multi level ATO hybrids structures which enables building configured items which have other configured items as sub assemblies e Ability to ship configured items from a warehouse e Ability to purchase configurations at any level in your multi level BOM structure Overview of Configure to Order Implementation 1 13 Planning support for complex configurations where configurations are sourced across the supply chain Options specific sourcing Mandatory and mutually exclusive option selection rules Option dependent routings Notification to the shipping organization when a change is made to the order request day ship date quantity warehouse configuration or a line is split after the configuration item has been created Planning Configurations Forecast any planned item anywhere on your bill of mater
262. verywhere everywhere for all canned configuration S x 3 Y N Depends Customers If run the need to run the program only if they want to use the newly setup multiple sources OSS shipment transaction flows or global procurement on existing open order lines program will create items for all existing configuration s on open order lines in all organizations where the model exists It will perform purchase price and list price rollup in all organizations where the item gets created by this program The program will create BOMs and Routings in all organizations where the model BOMs and Routings exist for all configuration s on open order lines Updating Existing Configurations 6 7 Item Sourcing Match Run Reason Program Attribute Change Program behavior 3 N N Depends Customers If run the need to run the program only if they want to use the newly setup shipment transaction flows or global procurement on existing open order lines program will create items for all existing configuration s on open order lines in all organizations where the model exists It will perform purchase price and list price rollup in all organizations where the item gets created by this program The program will create BOMs and Routings in all organizations where the model BOMs and Routings exist for all configuration s on open order lines Note It is recommended that yo
263. warehouse on the order line has not changed for a model with the Create Config item BOM attribute set to Based on Sourcing or Item Based on Model BOM Based on Sourcing the original configuration item is used to promise the sales order This is the case even if match is not on ATP Based on Collected Data If you are doing an ATP based on collected data the order promising is always done from a run time BOM created from the models and options on the sales order You cannot match during ATP nor can you take advantage of a linked configuration s supply during rescheduling If you perform an availability check from order management the availability window returns a single date for the entire configuration along with a message indicating whether or not it was able to meet the requested date Select ATP Details to see the model and all of its options listed in the header section Options option classes and submodels do not have information about the warehouse or their availability dates Instead each component has an associated Days Late that can be used to estimate which option is causing your entire configuration to be delayed Create and Process Configurations 3 5 Option Specific Sourcing is honored during ATP based on collected data You can perform a Global ATP when ATP is being done based on collected data Intercompany Setups If you are using transfer pricing for your intercompany invoicing you must create an entry in the int
264. you place when your customers order configurations As your customers order configurations the system automatically places sales order demand for each model option class and option selected by your customer when they place the order If you place sales order demand for an item but do not forecast the item then set Forecast Control to Null Derived Sales Order Demand Under normal circumstances the system does not place sales order demand for mandatory components when your customers order configurations You can set the Forecast Control attribute to Consume or Consume and Derive to automatically place demand and consume forecasts for mandatory components when you place sales orders demand for configurations that include the mandatory components If you forecast demand for a mandatory component either directly or through forecast explosion then set Forecast Control to Consume or Consume and Derive If you set the f c control to None for a mandatory component planning generates planned order demand directly from the model the demand is proportionate for the ATO model demand Note If your configurations are purchased from a supplier ever set the forecast control to Null on all of the model s components Planning does not derive the forecast for lower level options Planning still consumes the forecast for the model Global vs Local Forecast If you are transferring your configurations across your organizations for example if you are us
265. zation If you are not using match you can choose to run this program if you want the setups applied to configurations on existing sales order lines The Update Existing Configured Items and optional processing programs request set automatically creates configuration data in all necessary organizations for existing configurations If specified it also calculates the lead time cost and purchase price for the newly upgraded items The following table describes when to use this program and how the program creates data The item attribute column refers to the item attribute Create Configured Item BOM See Model Items Bills and Routing page 2 15 for more information Updating Existing Configurations 6 1 Updating Existing Configurations Item Sourcing Match Attribute Change 1 Y Y 1 Y N 1 N Y Run Program Yes Depends Reason Create data based on newly setup multiple sources or OSS and for future matches Customers do not need to run program if match is off and they do not want to use the newly setup multiple sources or OSS on existing open order lines They should run it if they want to apply the multiple sources or OSS on existing orders Customer chose to set profile to 1 even though match is on Program behavior The program will create data based on the item attribute for all canned configuration s having open orders whose base models have multiple sources or OSS setup

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Oracle® Configure to Order