Creating and Progressing Sales Order for ATO Configuration Item

Navigate to Order Management Super User Responsibility > Orders, Returns > Sales Orders

Enter the following in the sales orders window:

Enter the Customer Name, Order Type and Sales Person.

In the Order Lines region, enter the ATO Model in the Ordered Items field and enter the quantity. Click Configurator button.

Separate window opens showing the Configurator and select the classes that should be a part of the ATO model. Use the Select box to choose the classes. Click Finish.

Configurator processes the classes that you have selected to display on the sales order window. You will get a message indicating that the Configurator processing is in process. Once the processing is complete, the sales orders window shows the ATO Model information.

Now, Book the order.

Keep the cursor on the ATO Model Line and right click and then click on Progress Order (Configure Item will be inserted to OE_ORDER_LINES_ALL table). 

Click on Create Configuration - Eligible

Configuration Star Item will be created on the second line. 

Now, keep the cursor on the Configuration Star Item Line and right click and then click on Progress Order.

Click on Create Configuration - Eligible 

This runs a Concurrent program that will push the data from Order Management (OM) to Work in Process (WIP)

Open the output of the Concurrent program and note down the WIP Job ID.

Navigate to WIP > Discrete Jobs and query for Job ID.

Change the Status from Unreleased to Released and Save.

Navigate to Completion Transactions window and enter the Job Number and see that Type is WIP Completion and click Continue.

Enter the Subinventory and quantity and select the Check Box Final Completion and click Done. This will complete the Job.

Now, you can see that the status of the Configuration item will be Awaiting Shipping.

Now, you can Pick Release and Ship Confirm the Order as like normal sales order.

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Creating ATO Configuration Item in Oracle Apps

Create an ATO Configuration    

Navigate to Inventory à Items à Master Items

Enter the item name and description:

Go to Tools in the Menu à Copy From the Template: ATO Model and click Apply and Save.

Now, go to Tools in the Menu à Organization Assignment. Assign the item to Organization you want to transact and Save.

Now, Create ATO Option Class by applying ATO Option Class template and assign it to Organization

Now, Create ATO Option Item and assign it to Organization.

Create Bills of Materials

Navigate to Bills à Bills

Create a bill of material for the Option Class and then for Model.

Start with the sub-class or the lowest class in the hierarchy so that once it is created it can be included in the top models or classes.

The field Item is the item name as well as the BOM name.

Ensure that the Item Seq is in the order you want the items included in the Bill of Material. Enter all quantities as appropriate.

Click the tab Order Management to enter if the item is optional or Mutually Exclusive for the bill or not. Please not included items are not optional.

Go to Tools in the Menu à Create Common Bill concurrent program.

Select All Organizations button so that the Bill of Material is available across all inventory organizations.

Go View in the Menu à Requests option to view the completion of the Bill of Material.

Repeat the same steps for creating a Bill of Material for the remaining Items

Run the Create Common Bill for ATO Model

Enter Quantities for the items

Use the Miscellaneous Receipts window to create quantities for the items. You need to enter quantities only for finished goods.

Navigate to Inventory à Transactions à Miscellaneous Receipts

Select Miscellaneous Receipt from the Type LOV. Click Transaction Lines to view the Type LOV.

The Miscellaneous Receipt window opens so that you can specify the Subinventory, account and quantity for the item.

Save and exit once you have completed entering the quantity for the items.

Now, you'll be able to book sales Order for the ATO Model you have created.

Articles related to this post 

Creating and Progressing Sales Order for ATO Model

Configure to Order (CTO) in Oracle Apps – An Intro

A Configure to Order (CTO) environment is one where the product or service is assembled or kitted on receipt of the sales order.

Configure to Order (CTO) includes Pick-to-Order (PTO) and Assemble-to-Order (ATO) items, models, and hybrids.

Model

An item whose bill of material lists option classes and options available when you place an order for the model item.

Option Class

A group of related option items. An option class is orderable only within a model.

An option class can also contain included (standard) items.

An Option Class is nothing but a list of choices

Option

An optional item component in an option class or model bill of material

Assemble to Order:

A configure–to–order environment where the Subassemblies are manufactured prior to receiving the order based on forecast and when the order is received, the subassemblies are assembled to make the finished products.

Assemble to Order (ATO) Model can have option classes, options, standard items and another ATO Models.

Pick to Order:

A configure–to–order environment where the options and included (standard) items in a model appear on pick slips and order pickers gather the options when they ship the order.

Pick to Order (PTO) can have option classes, options, items and another ATO/PTO Models.

Kit:

A kit is similar to a pick–to–order model because it has shippable components, but it has no options and you order it directly by its item number, not using the configuration selection screen.

Item Attributes Setup for CTO:

Item Attributes	PTO Model	ATO Model	Option Class	ATO Item
BOM Item Type	Model	Model	Option Class	Standard
BOM Allowed	Yes	Yes	Yes	Yes
Build in WIP	No	Yes	No	Yes
OE Transactable	Yes	Yes	Yes	Yes
Check ATP	No	Yes	Yes	Yes
ATP Components	Yes	Yes	Yes	Yes
Assemble to Order	No	Yes	Yes	Yes
Pick Components	Yes	No	No	No

Read Assemble to Order (ATO) in Oracle Apps

Oracle Inventory Interview Questions - Part II

Where do you establish a Serial Number Control for an Item?

Serial number control for an inventory item can be established when you define it on the Item Master. The Drop down has the following options

·         No control,

·         Predefined,

·         At inventory receipt, or

·         At sales order issue

How do you generate serial numbers?

1.      Navigate to Generate Serial Numbers window

2.      Enter Serial Number Generation in the Name field. The Parameters window opens

3.      Enter an Item that is under serial number control

4.      Enter a quantity of serial numbers to define and reserve for the item. The quantity must be a positive integer.

5.      Click Submit to launch the process.

Whether two items can have the same serial number?

No

Can serial numbers and lot numbers co-exist for an item?

Yes

How do you assign a Serial Number to an Item at Issue or Receipt?

1. Click the Lot/Serial button from a transaction window. The Serial Number Entry window appears displaying the item and transaction information.

The Serial Entry window displays the item, revision, lot, subinventory, locator, UOM, quantity, and quantity entered. The Quantity field displays the total transaction quantity, and the Quantity Entered field displays the item quantity you have assigned to serial numbers.

2. Indicate whether to enter a range of serial numbers, or individual serial numbers for each item or lot quantity. If you select a range of serial numbers, the system assigns each item in the line item or lot quantity to a serial number within the range.

3. Enter a serial number for an individual item, or a beginning serial number for the range.

4.  If you are using a serial number range, enter an ending serial number for the range.

5. If you selected Individual for the serial number entry mode, enter the desired serial numbers.

6. Click Done to return to the Transaction Lines window.

Explain the use of material status

Material Status control restricts the movement and usage of portions of on-hand inventory. Using material status control enables you to control whether you can pick or ship an internal order or sales order, or issue material for a work order. You can also specify whether material needs to be quarantined until you inspect it. In addition, you can determine whether products with a particular status can be reserved, included in available to promise calculations, or netted in production planning.

Material statuses can be assigned at four levels:

·         Subinventory,

·         Locator,

·         Lot, and

·         Serial

List some of the seeded material transaction types

Some of the seeded material transaction types are Active, Hold, Immature, Almost Mature

Status	Active	Hold	Immature	Almost Mature
Allowed	Everything	Subinventory transfers	Picking and Shipping for Internal Customers	Picking for Customers
Disallowed	Nothing	Picking, Shipping and Production	Picking and Shipping for External Customers	Shipping for Customers

What are transaction source types?

A transaction source type is the type of entity against which Oracle Inventory charges a transaction.

Eg: Account, Internal Requisition, Internal Order, Sales Order, Move Order, Purchase Order, RMA, Cycle Count, etc.,

What are the Control Options and Restriction for Inventory Transactions?

1.      Locator Control

2.      Lot Control

3.      Serial Number Control

4.      Revision Quantity Control

5.      Subinventory and Locator Restrictions

6.      Defaulting Subinventories and Locators

7.      Converting UOM

What is a Transaction Action?

A transaction action is a generic type of material movement or cost update with no specificity regarding the source of the transaction.

Eg: Issue from Stores, Subinventory Transfer, Direct Organization transfer, Intransit Receipt, Intransit Shipment, Receipt into Stores, Assembly Completion, Assembly Return, Staging Transfer, Ownership Transfer, Negative Component Issue and Return, etc.,

What is a Transaction Type?

A transaction type is the combination of a transaction source type and a transaction action. It is used to classify a particular transaction for reporting and querying purposes.

Few Examples:

Sales order Issue (Txn Type) + Issue from stores (Txn Action) = Sales Order (Txn Source Type)

Move Order Transfer (Txn Type) + Subinventory Transfer (Txn Action) = Move Order (Txn Source Type)

RMA Receipt (Txn Type) + Receipt into Stores (Txn Action) = RMA

Miscellaneous Receipt (Txn Type) + Receipt into Stores (Txn Action) = Inventory

What is a Miscellaneous Transaction?

Miscellaneous transaction allows you to issue material to or receive material from general ledger accounts in your current organization. This allows you to issue material to groups that are not inventory, receiving, or work in process such as a research and development group or an accounting department. Manual adjustments can also be made to the general ledger by receiving material from one account to inventory, and then issuing that material from inventory to another account.

What do you mean by Item Reservation?

A reservation creates a permanent data link between a supply source and a demand source, and represents a guaranteed allotment of material to a specified demand source.

What are the two types of Item reservation in Inventory Supply?

There are two types of reservations,

1.      High level reservations, and

2.      Low level reservations

High level reservations contain information about the item and the organization.

Low level reservations contain more detailed information about the item such as revision, lot, subinventory, serial, and locator.

What do you mean by Crossdocking?

At supply receipt, the system directs you to move the material to appropriate staging lane instead of to a storage location to fulfill an order.

What is the difference between move order and subinventory transfer?

1. Move orders require approvals on the transaction from the warehouse manager while subinventory transfer does not require any approvals.

2. Move orders create allocations. So Hold can be placed on the material with the intention of picking it up a little later while in subinventory transfer, there is no reservation / allocation.

3. Move Order can generate Pick Slip while Subinventory transfer doesn't create Pick Slip.


Read Oracle Inventory Interview Questions - Part I

Oracle Inventory Interview Questions - Part I

What is an Item?

Item is a part or service you Purchase, Sell, Buy, Plan, Manufacture, Stock, Distribute and a Prototype. It can also be the containers and the components you build into other items.

What is Item Master Organization?

An item master organization is a logical entity that you use to define items. After you define an item in the item master, you can assign it to any number of other organizations. You should also define one item master organization per implementation. When you define an item, Oracle automatically changes your current organization to the master organization.

What is an Inventory Organization?

Inventory Organization is a facility where you store and transact items. It can be a manufacturing unit, warehouse, distribution centre, item master organization (logical entity), etc.

What is subinventory?

Subinventories are unique physical or logical separations of material inventory, such as raw inventory, finished goods, or defective material. All material within an Inventory Structure organization is held in a subinventory therefore, you must define at least one subinventory.

What is Locator?

Locators are structures within Subinventories. Locators are the third level in the enterprise structuring schema of Oracle Inventory. Locators may be a row, bin, aisles in a warehouse. Stock locators are used to identify physical areas where you store inventory items. Item quantities can be tracked by locator. Items can also be restricted to specific locators.

Can you copy inventory org structure?

Yes. But can copy only organizations within the same operating unit.

What is Shipping Network?

An inter-organization shipping network describes the relationships and accounting information between a shipping organization and a destination organization. You must define a shipping network between two organizations before you can transfer material between organizations. When you setup a shipping network you must select a transfer type as Intransit or direct.

Explain Intransit and Direct Transfers?

In Intransit transfer, Oracle Inventory moves material to an intermediary state before it reaches the destination organization, and a receipt transaction is required in the destination organization once the material arrives in order to retrieve it.

In Direct transfer, Oracle Inventory moves the material directly to the destination organization.

Explain UOM and UOM class?

Unit of measure classes represent groups of units of measure with similar characteristics. For example, quantity is a unit of measure class and each, dozen, and gross are examples of units of measure within the class.

What is the difference between category and category set?

Categories and Category Sets can be used to group the items for various reports and programs.

A category is a logical classification of items that have similar characteristics.

A category set is a distinct grouping scheme and consists of categories.

How do you assign items to item categories?

1. Navigate to the Category Set window.

2. Enter a category set.

3. Choose Assign. The Item Assignment window appears.

4. Select the item from the current organization to assign to the category.

5. Select a category.

The list of values contains categories with the same flexfield structure as the category set you selected in the Category Set window. If Enforce the list of valid categories is selected the list is limited to those categories.

6. Save your work.

(Or)

1. Navigate to the Master Items Summary or Organization Items Summary window.

2. Select an item.

3. Choose Categories from the Tools menu.

The item you selected appears at the top of the Category Assignment window.

4. Select a category set

5. Select a category.

The list of values contains categories with the same flexfield structure as the category set you selected. If Enforce the list of valid categories is selected the list is limited to those categories.

6. Save your work.

How do you load / import items?

Navigate to Items à Import Items

Items can be imported using Open Item Interface.

You can import and update items, and their category assignments from any source into Oracle Inventory and Oracle Engineering using the Item Interface.

With this interface, you can convert inventory items from another inventory system, migrate assembly and component items from a legacy manufacturing system, convert purchased items from a custom purchasing system, and import new items from a Product Data Management package.


Read Oracle Inventory Interview Questions - Part II