MFG WIP Advisor Webcast 2014 0625

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Oracle Advisor Webcast

Setup and Usage of Configure to Order
(CTO) Business Flow in Sync with Work in
Process
Florin Stefan
Objectives
Define ATO Model and Option Class
Define ATO Bills of Material
Generate SO and Run Configurator
Generate WIP Discrete Job
Agenda
Define ATO Model
Define ATO Option Classes
Define Classes
Generate Bills of Material
Copy BOMs to Shipping Organization & Define Price (Price List)
Create Sales Order
Run Oracle Configurator
Book the SO and Create Supply Eligible Configured Item (Star Item)
Generate Discrete Job
ATO Model for Bike Example

MODEL: Cross Bike XT Model (base price 200$)
A. Frame Options:
1. Carbon Fiber (+100$)
2. Aluminum (+0$)
B. Wheel Options:
1.a. 25 inch regular (+0$)
1.b. 25 inch off-road (+25$)
2.a. 27.5 regular (+20$)
2.b. 27.5 off-road (+30$)
C. Paint Options:
1. White
2. Blue
3. Violet
D. Simple Option Component
1. Create ATO Model

Need Oracle Inventory access
Master Items form
Define ATO Model

Enter Item Name
Description
Use Template
10
Tools menu option

Copy From
Open templates LOV
11
Select ATO Model
12
Template applied
13
Relevant attributes
BOM Item Type
14
More Attributes
Order Management
15
MFG Org Assignment
16
Option Class
ATO Option Class template
17
BOM Item Type
18
Mfg Org Assignment
19
Same setup for other class

20
21
22
Options 1
Finished Good template
23
Finished good specific WIP attributes as Build in WIP.
24
Option 2. Same setup.
25
Crete the rest of the items (options) with same templates

Carbon fiber Frame (done)
Aluminum Frame (done)
25 inch regular
25 inch off-road
27.5 inch regular
27.5 inch off-road
White paint
Blue paint
Violet paint
Horn (optional)
26
Create Bills of Materials

BOMs must be created in reverse order from bottom to the top level.
The bottom Option Class BOM first then the top Option Class and then the
ATO Model BOM.
27
Same for 27.5 inch option class:
28
Then the top Option Class
29
Similar BOM setup for Frame Class and Paint Class
30
ATO Model BOM
31
Add On-Hand for Components
32
Check on-hand
33
Define Item Price in existing Price

List OR Define New Price List.
34
35
Copy the BOMs in the Shipping Organization
Change the organization.

The Copy from must be done
in the target organization.
36
Copy BOMs
37
Copy BOM step 2
38
BOM Copied:
Repeat the steps for all

BOMs generated
previously.
39
Create Sales Order
40
41
Oracle Configurator
42
Configuration
43
Sales Order New Lines
The Configurator is adding

the classes and options
selected during the
configuration.
44
45
Alternative: Perform Configuration Without Oracle Configurator
The Following profile option

must be set to No:
OM: Use Configurator
46
Book SO
The booking can be done at

SO header level even too
before adding the ATO
Model. However, the SO
cannot be progressed from
this point without getting
booked. This is required to
generate the Configuration
Item also known star item.
47
After SO is booked then

progress SO to generate the
star item.
48
49
Config Item
generated and
added in the SO
lines.
The Line status
changed.
50
The Start Item is generated together with the its BOM based on the
configuration chosen.
51
Ready for Job Creation
Before progressing the

SO, the Start Item line
must be highlighted.
52
53
54
AFAS AutoCreate Final Assembly Orders concurrent program.
55
Assemble To Order Mass Load Report

Job 323201 generated successfully.
56
57
Review the WIP Discrete Job generated.
58
59
Material Requirements:
The material
requirements are not
displaying the
classes but only the
options that have
been selected.
The option classes
are in fact phantoms.
60
Before transacting the job, the status

must be changed to Released.
Released and Complete are the only
statuses that allow transactions.
61
Manual Material Issue:

Automatic material issue
can be performed too by
using WIP Backflush
(Assembly Pull supply
type)
Component Pick-Release
process can be used too.
62
Material
requirements
status:
63
Perform the WIP Assembly Completion.
64
WIP Assembly
completion line
level.
65
SO line status changed to Awaiting Shipping.
This is the final step

of the CTO flow.
66
Summary
What we covered today
Create ATO Model and Option Classes
Define ATO related BOMs and copy them
Create SO and use the Configurator
Generate Configure (star) Item
Run AFAS in order to generate DJs
Documents:
67
Flow for ATO Configurations (Doc ID 190028.1)
ATO Configuration Cycle In Order Management (Doc ID

844847.1)
PTO Configuration Cycle In Order Management (Doc ID

750059.1)
Flow for internally manufactured ATO Configurations into

Install Base and Contracts (Doc ID 245548.1)
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Questions & Answers
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MFG WIP Advisor Webcast 2014 0625

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Copyright 2014, Oracle and/or its affiliates. All rights reserved.

Oracle Advisor Webcast Program

Copyright 2014, Oracle and/or its affiliates. All rights reserved.

Future Advisor Webcasts

Copyright 2014, Oracle and/or its affiliates. All rights reserved.

Safe Harbor Statement

Copyright 2014, Oracle and/or its affiliates. All rights reserved.

Oracle Advisor Webcast

Copyright 2014, Oracle and/or its affiliates. All rights reserved.

Copyright 2014, Oracle and/or its affiliates. All rights reserved.

ATO Model for Bike Example

D. Simple Option Component

Copyright 2014, Oracle and/or its affiliates. All rights reserved.

1. Create ATO Model

Copyright 2014, Oracle and/or its affiliates. All rights reserved.

Define ATO Model

Copyright 2014, Oracle and/or its affiliates. All rights reserved.

Tools menu option

Copyright 2014, Oracle and/or its affiliates. All rights reserved.

Select ATO Model

Copyright 2014, Oracle and/or its affiliates. All rights reserved.

Copyright 2014, Oracle and/or its affiliates. All rights reserved.

Copyright 2014, Oracle and/or its affiliates. All rights reserved.

Copyright 2014, Oracle and/or its affiliates. All rights reserved.

MFG Org Assignment

Copyright 2014, Oracle and/or its affiliates. All rights reserved.

Copyright 2014, Oracle and/or its affiliates. All rights reserved.

BOM Item Type

Copyright 2014, Oracle and/or its affiliates. All rights reserved.

Mfg Org Assignment

Copyright 2014, Oracle and/or its affiliates. All rights reserved.

Same setup for other class

Copyright 2014, Oracle and/or its affiliates. All rights reserved.

Copyright 2014, Oracle and/or its affiliates. All rights reserved.

Copyright 2014, Oracle and/or its affiliates. All rights reserved.

Copyright 2014, Oracle and/or its affiliates. All rights reserved.

Finished good specific WIP attributes as Build in WIP.

Copyright 2014, Oracle and/or its affiliates. All rights reserved.

Option 2. Same setup.

Copyright 2014, Oracle and/or its affiliates. All rights reserved.

Crete the rest of the items (options) with same templates

Copyright 2014, Oracle and/or its affiliates. All rights reserved.

Create Bills of Materials

Copyright 2014, Oracle and/or its affiliates. All rights reserved.

Same for 27.5 inch option class:

Copyright 2014, Oracle and/or its affiliates. All rights reserved.

Then the top Option Class

Copyright 2014, Oracle and/or its affiliates. All rights reserved.

Similar BOM setup for Frame Class and Paint Class

Copyright 2014, Oracle and/or its affiliates. All rights reserved.

ATO Model BOM

Copyright 2014, Oracle and/or its affiliates. All rights reserved.

Add On-Hand for Components

Copyright 2014, Oracle and/or its affiliates. All rights reserved.

Copyright 2014, Oracle and/or its affiliates. All rights reserved.

Define Item Price in existing Price

Copyright 2014, Oracle and/or its affiliates. All rights reserved.

Copyright 2014, Oracle and/or its affiliates. All rights reserved.

Copy the BOMs in the Shipping Organization

Change the organization.

Copyright 2014, Oracle and/or its affiliates. All rights reserved.

Copyright 2014, Oracle and/or its affiliates. All rights reserved.