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

You must specify a valid bill for this bill revision

Error:

"You must specify a valid bill for this bill revision" while creating Sales Order for ATO/PTO Model/Kit.

Solution:

1) Set up the Profile option OE: Item Validation Organization

2) Run the Concurrent program "Create Common Bills" in Bill of Materials responsibility or from the Tools menu of the Bills.

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

Assemble to Order (ATO) in Oracle Apps

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.

ATO Model can have ATO option class, ATO Option item, PTO Option Class and PTO Option item under it.

Below chart will explain you about the ATO Model, Option Class and Option Item. Click on the picture for better view.

Read Configure to Order (CTO) in Oracle Apps

Bills of Material Types in Oracle Apps

Standard Bill of Material

Standard bill of material lists the mandatory components, the required quantity of each component, and information to control work in process, material planning, and other Oracle Manufacturing functions.

Eg: Bills for manufacturing assemblies, pick-to-order bills, kit bills, and phantoms.

Model Bill of Material

Model bill of material defines the list of options and option classes you can choose in Oracle Order Entry to order a configuration. A model bill also specifies mandatory components or included items that are required for each configuration of that model. You do not order or build the model itself: you order and build configurations of the model. A model bill can be either assemble-to-order or pick-to-order.

Option Class Bill of Material

Option class is an item that groups optional components on a bill. An option class is an item that becomes a level in your model bill of material. Option classes can also have mandatory components that apply for all of its options.

Eg: When you order a Laptop, the processor is an option class, and the specific type of processor you order is an option within that option class. An option class bill can be either assemble-to-order or pick-to-order.

Planning Bill of Material

Planning bill of material is used in planning to forecast.

Engineering Bills of Material

Engineering Bill of Material is used for prototype products.

Phantom

Phantom assembly is a non-stocked assembly that lets you group together material needed to produce a subassembly. When you create a bill of material for a parent item, you can specify whether a component is a phantom. One bill of material can represent a phantom subassembly for one parent item, and a stocked subassembly for another parent item.

Reference: Oracle Bills of Material User’s Guide Release 12.1, Part No. E13688-02