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Oracle Configure To Order Implementation Manual

1. Accessories Optional Diskettes Optional Battery Pack Mandatory PTO OC 40 eee et May Purchased 95 Kt 110 z 7 A ae a a Organization M1 Pia aptop Computer ATO Model Mandatory Pentium Optional Purchased 65 Pentium II Optional Purchased 35 Mandatory Monitor Assembly ATO Model All sa Organization M2 Es Monitor Assembly aro mode PH VGA Option Class Optional ATO OC 70 GA Optional Purchased 50 VGA Il Optional Purchased 50 VGA Manual Purchased EGA Option Class Optional ATO OC 30 EGA Purchased Optional 10 Optional 50 GA Il Purchased wy fonitor Manual Diwehanad Note that 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 Examples Used in This Manual 1 22 Oracle Configure to Order Implementation Manual Setup Topics covered in this chapter include Profiles on page 2 5 Setup for Configuration Line Workflow on page 2 9 Planning Set up Considerations in a Multi level Multi organization scenario on page 2 10 Setup 2 1 This section describes key parameters profiles and set up considerations that are pertinent to the CTO functionality Parameters BOM Parameters The following table lists the fields in the BOM Parameters form that are relevant to configurations
2. CPU OC ATO OC Mandatory entium Optional Purchased 85 Prem Optional purchased 35 Monitor Mandatory ATO Model Phantom VGA Option Class Optional pa ATO OC TO Ka VGA Optional Purchased 50 VGA ll Optional Purchased 50 BE VGA Manual Purchased EGA Option Class Optional ATO OC 30 EGA Optional Purchased 50 EGA II Optional Purchased 50 Monitor Manual Purchased Supply Mutually Level Item Item Type Optional Type Planning Qty Exclusive 1 Promotional PTO Model Laptop 2 Battery Pack Kit No Assembly 110 Pull 1 18 Oracle Configure to Order Implementation Manual Examples Used in This Manual Supply Mutually Level Item Item Type Optional Type Planning Qty Exclusive 2 Accessories PTO Option Yes Assembly 40 No Class Pull 22 Diskettes Purchased Item Yes Assembly 95 Pull 2 Laptop ATO Model No Assembly 100 Computer Pull 43 CPU ATO Option No Phantom 100 Yes Class 4 Pentium I Purchased Yes Assembly 65 Pull 4 Pentium II Purchased Yes Assembly 35 Pull 3 Monitor ATO Model No Phantom 100 No 4 VGA ATO Option Yes Phantom 70 No Class 5 VGA Manual Purchased Item No Assembly 100 Pull 5 VGA1 Purchased Item Yes Assembly 50 Pull 5 VGA2 Purchased Item Yes Assembly 50 Pull 4 EGA ATO Option Yes Phantom 30 No Class
3. Supply Unique Configurations 9 1 Overview to Supplying Unique Configurations Overview to 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 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 Method 1 AutoCreate FAS concurrent program 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 Description Valid only if the top level configuration is manufactured in the shipping organization 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 top level configured assembly Work order is reserved to the sales order Implementation Consideration This program 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 s
4. Field Name Value Usage Notes Inactive Status The list of value consists of all the item statuses The Deactivate Configuration Items program sets item status of configuration items to this value that are defined in the system Numbering The list of value consists The item field is a flexfield that may contain Segment of all the item segments 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 Numbering You can choose one of the Using the above example let s say you choose the Method following values Item segment in the Numbering Segment For an Append with sequence Replace with sequence Replace with order line number shipment User defined 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 The user defined method can be used to generate customized numbering for configuration items Customized method can be implemented in the package BOMCFGI NOTE The numbering method parameter must be set in the OE val
5. No need to check ATP for this item at the component level Materials Only Check availability of the components in the bill for this item Resource Only Check availability of the resources required to assemble this item Material and Resource Check availability of both materials and resources required to assemble this item The typical setting for a model or option class is anything other than None 7 2 Oracle Configure to Order Implementation Manual Check ATP ATP Flag at BOM Level The ATP Flag on the Bill of Material form lets you control the depth of the BOM considered in the ATP calculation The ATP Flag for a component defaults from the component item attribute Check ATP If the item attribute is Yes you can change value If the item attribute is No you can not change it to Yes in the bill Resource Capacity Check the CTP Flag of each resource where the capacity needs to be checked The CTP flag is on the routing resource level Additional Considerations in a multi level or multi org environment ATP in a multi org or multi level environment requires APS The INV Capable to promise profile must be set to ATP CTP based on planning output The MRP Default sourcing assignment set profile must point to an assignment set if sourcing of models is required Each model and all its components must be in a ATP enabled plan in the sourcing organization and the plan should use the assignment set specified in the pro
6. 11 2 Oracle Configure to Order Implementation Manual 12 Order Changes Topics covered in this chapter include Order Changes on page 12 2 a Existing Processing Constraints on page 12 5 a Re instituting Prior Processing Constraints on page 12 6 Order Changes 12 1 Order Changes 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 order depending on the flow status Order Management User s Guide provides a detailed description of the processing constraints Prior to 111 OM Family Pack E seeded processing constraints existed specifically for configurations that forced users to de link a configuration item from a sales order line before making changes In Family Pack E the security constraints have been removed completely enabling the user to change an ATO model line without delinking the supply for the following type of changes Change in Schedule Ship Date Change in Request Date Scheduled Arrival Date Change in order line quantity Cancel order line Change the configuration Once 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 In case of a configuration change on a multi level or multi org order or full cancellation
7. 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 Prerequisites Match requires that the order is booked and 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 accordingly before you use the Match function BOM Match to Existing Configuration BOM Use Custom Match Function Perform Match You can perform Match for an ATO model order line after the line is scheduled Match is available from the following form or program Enter Configured Orders 6 3 Sales Order Pad Actions Button Match 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 AutoCreate Configuration Batch Program 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 s
8. the system will delink the configuration item Delinking the configuration item will unreserve the existing supply reservation and will set the OM workflow status back to create configuration eligible For more information on delinking a configuration please see the De link Configuration Item section in Chapter 6 of this document For information on re instituting these processing constraints please see the Reinstituting Prior Processing Contraints Section Notification of the change 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 a notification will be sent to the buyer on the requisition 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 12 2 Oracle Configure to Order Implementation Manual Order Changes 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 For single level single organization configurations and make type ATO items A notification of the changes made will be sent only if a reservation or flow schedule exists for the configuration In the case of a configuration changes a notification will be sent even if no
9. with the media to perform the installation It does not contain information regarding the installation steps necessary to transfer the Applications from the disbursement media to the computer system Once the installation has been completed this manual may be used to step through the setup and implementation steps required to get Configure To Order functional This preface also explains how this implementation manual is organized and introduces other sources of information that can help you Intended Audience This manual is intended for anyone who is interested in Oracle Configure To Order About This Manual This manual contain overviews as well as task and reference information for implementing Oracle Configure To Order This manual contains the following chapters Chapter 1 provides an overview of the Oracle Configure To Order product and its integration with other Oracle Applications Chapter 2 describes the setup steps required to setup Oracle Configure To Order Chapter 3 discusses model items bills and routing Chapter 4 discusses forecast models and options Preface ix Chapter 5 discusses master schedule models and options Chapter 6 discusses entering configured orders Chapter 7 discusses check ATP Chapter 8 discusses creating configuration items Chapter 9 discusses supplying unique configurations Chapter 10 discusses reservation Chapter 11 discusses pick release and ship confirm Chapter 12 discusses o
10. 6 Any Order Line Line Ship notified 6 Any Order Line Line Standard item 8 Any Order Line Line Configuration Created 3 Delete Constraint Operation Attribute User Action DELETE Not Allowed Validation Validation Group Scope Entity Record Set Template 3 Any Order Line Line Configuration Created 4 CREATE line Constraint Operation Attribute User Action CREATE Not Allowed Validation Validation Group Scope Entity Record Set Template 3 Any Order Line Line Configuration Created 12 8 Oracle Configure to Order Implementation Manual Re instituting Prior Processing Constraints 5 Update Scheduled ship date constraint Operation Attribute User Action UPDATE Schedule Ship Date Not Allowed Validation Validation Group Scope Entity Record Set 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 12 9 Re instituting Prior Processing Constraints 12 10 Oracle Configure to Order Implementation Manual 13 Customize the Order Processing Workflow This chapter provides information on a ATO Model Workflow on page 13 2 Configuration Line Workflow on page 13 3 a ATO Item Workflow on page 13 3 Customize the Order Processing Workflow 13 1 Customize the Order Processing Workflow Customize the Order Processing Workflow The ATO Model Line the Con
11. Control Optional Plan Forecast Sales Order LO VGA Manual Standard Consume No 100 70 and derive I9 VGA1 Standard Consume Yes 50 35 and derive nD VGA2 Standard Consume Yes 50 35 and derive Forecast Consumption Forecast consumption is the process that replaces forecast demand with sales order demand Each time you place a sales order you create actual demand If the actual demand is forecasted then you typically want to reduce the forecast demand by the sales order quantity to avoid overstating demand Master Scheduling MRP automatically consumes forecasts for configurations models product families option classes and options when you place sales order demand for configurations Forecast consumption for product families behaves the same as forecast consumption for models A sales order for a family member will consume forecasts for the member item and forecasts for the entire family Attention Under normal circumstances no sales order demand is placed for mandatory components You can generate derived sales order demand for selected mandatory components since forecast consumption generates derived sales order demand for all items where you have set Forecast Control to Consume or Consume and Derive This enables you to define and maintain forecasts for key mandatory components as well as models option classes and options The following table shows how forecast consumption consumes the exploded
12. Government the following notice is applicable Programs delivered subject to the DOD FAR Supplement are commercial computer software and use duplication and disclosure of the Programs including documentation shall be subject to the licensing restrictions set forth in the applicable Oracle license agreement Otherwise Programs delivered subject to the Federal Acquisition Regulations are restricted computer software and use duplication and disclosure of the Programs shall be subject to the restrictions in FAR 52 227 19 Commercial Computer Software Restricted Rights June 1987 Oracle Corporation 500 Oracle Parkway Redwood City CA 94065 Hazardous Applications The Programs are not intended for use in any nuclear aviation mass transit medical or other inherently dangerous applications It shall be the licensee s responsibility to take all appropriate fail safe backup redundancy and other measures to ensure the safe use of such applications if the Programs are used for such purposes and Oracle Corporation disclaims liability for any damages caused by such use of the Programs Trademark Notice Oracle is a registered trademark of Oracle Corporation Other names may be trademarks of their respective owners Contents Send Us Your Comme nt 2 0 0 0 ccc cc cccccccscsscsscssescescesessesscsscsessssessesssssssesssssessssnsasssesseeeesees vii O O NE ix Intended AU A a es ix About This Manual A A A Rhea Sins Bee Da dd sca es
13. The other will contain routing information if you had a routing defined Finally the weight and volume of the configuration will be calculated for single level models For more information see the Configure to Order Chapter in the BOM User s guide Ina single organization environment the configuration items will be enabled in the following organizations assuming the organizations are different Item Master organization OE Validation Organization Shipping Warehouse In a multi organization environment the configuration items will be enabled in the following organizations assuming the organizations are different Item Master organization OE Validation Organization Sourcing Organization a Receiving Organization The sourcing organization and receiving organization are determined from the sourcing tules assigned to the model The configuration item inherits most of its attributes from the model However the following attributes are always set to yes for the configuration item regardless of their setting on the model Shippable Purchased Purchasable Customer ordered Customer order enabled Internal Ordered Create Configuration Items 8 3 Create Configuration Items Internal order Enabled 8 4 Oracle Configure to Order Implementation Manual Configuration BOM Configuration BOM Example 1 Single level Single Organization example Ina single org environment configuration is asse
14. Validation Organization Validation consists of all the parameter indicates the Oracle Manufacturing Organization organizations that are organization against which items are validated You must defined in the define all transactable items models option classes and system 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 multiple OE responsibilities then those OE responsibilities must have the same OE validation organization in order for AutoCreate Configuration to work properly See the Order Management Users Guide for more information on setting up the item validation organization 2 4 Oracle Configure to Order Implementation Manual Profiles Profiles BOM Match to Existing Configurations This profile controls whether a match is performed during AutoCreate Configuration Create Configuration Item workflow activity and Match from Sales Order Pad If the profile value is Yes then a match is performed if it is No then a match is not performed BOM Automatic Reservations Determines whether or not CTO will attempt to reserve available on hand when matching during autocreate configuration item bat
15. 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 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 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 Users Guide Purchasing Oracle Purchasing Users Guide provides complete information on how you manage requisitions and purchase orders The following information is only intended to provide some additional tips and hints on managing requisitions in a configuration or ATO environment Create Purchase Requisitions 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 9 10 Oracle Configure to Order Implementation Manual Purchasing Method Description Implementation Consideration Document Advanced Pla
16. and Ship Pick Release all configuration sales orders Yes Configuration Orders 12 Deactivate Configuration Deactivate auto generated configuration Yes Items 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 Overview of Configure to Order Implementation 1 13 Feature Highlight Feature Highlight The following is a list of key Configure to Order features supported by Oracle Applications Product Definition Support for assemble to order ATO pick to order PTO and hybrid PTO ATO ATO ATO product structures Support for Multilevel ATO and PTO Multilevel ATO hybrids structures which enables building configured items which have other configured items as sub assemblies Ability to ship configured items from a warehouse Ability to purchase configurations at any level in your multi level BOM structure Planning support for complex configurations where lower level configurations are sourced across the supply chain 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 or configuration after the configuration item has been created Planning Configurations Forecast any planned item anywhere on your bill of material including mod
17. 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 also 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 varia
18. configuration item to the sale order a Kick off the configuration item workflow process which completes the following a Lead time calculation for the configuration item discrete manufacturing items only Supply Chain cost rollup for the configuration item a Flow Manufacturing Calculation for the configured routing Optional Configuration Item A configuration is created for every non phantom model in your bill or material 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 the system will attempt to find 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 8 2 Oracle Configure to Order Implementation Manual Create Configuration Items performed Match is organization dependent For more infomration on matching please see Chapter 6 If your model has a buy type sourcing rule or buy type planning flag on the item master autocreate config will generate two supplier type long text attachments for the new configuration item One will contain the configuration details the Model Option Classes and Options chosen
19. deactivation process is run Open supply is identified by discrete jobs flow schedules and inventory reservations In the case of a cancellation or de link there might be supply created for the configuration item in 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 14 2 Oracle Configure to Order Implementation Manual Deactivate Configuration Items 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 Config
20. demand the same way Limited by planning run frequency Work orders are not reserved to the sales order Oracle Master Scheduling MRP User s Guide Supply Unique Configurations 9 3 Discrete Manufacturing Reference Method Description Implementation Consideration Document 4 Create You can manually create Manual process only used for exceptions Oracle Work in Discrete Job a job for a configured Process User s item Guide 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 Work Order Reservation If you use method 1 amp 2 see above to create the work order for top level configurations the work order is automatically reserved to the sales order 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 Work orders in other organizations will not be reserved against 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 automatica
21. forecast for 100 Laptop Computers when a customer places a sales order for 10 Laptop Computers with Pentium IIs and VGA1 monitor Notice that forecast consumption generates and consumes derived sales order demand for each mandatory component where you have set Forecast Control to Consume or Consume and Derive Forecast Models and Options 4 5 Forecast Models and Options BOM Item Forecast Forecast Sales Level Item Type Control Optional Plan Order od Laptop Model Consume No 90 Computer 10 8 Carrying Case Standard Consume No 100 90 and 10 derive Pars Keyboard Standard Consume No 100 90 and 10 derive AS CPU Option Class Consume No 100 90 and 10 derive net Pentium I Standard Consume Yes 65 65 and derive 4 Pentium II Standard Consume Yes 35 25 and 10 derive 3 Monitor Option Class Consume No 100 90 and 10 derive A VGA Option Class Consume Yes 70 60 and 10 derive 5 VGA Manual Standard Consume No 100 60 and 10 derive 5 VGA1 Standard Consume Yes 50 25 and 10 derive 79 VGA2 Standard Consume Yes 50 35 and derive 4 6 Oracle Configure to Order Implementation Manual 9 Master Schedule Models and Options Topics covered in this chapter include a Master Schedule Models and Options on page 5 2 a Production Relief on page 5 3 a Shipment Relief on page 5 4 Master Schedule Models and Options 5 1 Master Schedule Models and Opti
22. id ix Other Information Sources oooonoccccnncnccnoncccnonnncconononanonaconnnnonnn nn ccoo nono cnc canon testist tetet nc cnn narran nc cnn nnananons xi ADOUP OFAC AA AO xvii 1 Overview of Configure to Order Implementation QV CIVIC Wi A A Coheed 1 2 Overview of Oracle Configure to Order ooionicionnnonononinnoninnncnononincnnnonononan on ononononananonononanonanononoss 1 3 Definitions a a aii ee Ne O a an 1 3 Process Flo WSiemimesstita alla lesbian ica 1 4 Feature Highlight incita tania 1 14 Product DEAN A te eel ses ee A oe es sets i Seen lee 1 14 Planning Contig urationses AAA iidecunadssbetotit apodetohocactesteseneect 1 14 Ordering Configurations iii adie a E gett 1 15 Manufacturing Configurations ocococicinnnoninnonnnnninnaninnononinnonananononanancnnnonononananonononananononorananonononos 1 15 Procuring configurations cnica delito are cia 1 16 Inte Bat OMe rsa naa a inte Sa aaan naa AAT EAS Aa Ea e AE e AS aA EA ES 1 16 Examples Used in This Manual 0 cc cccccsscissscctosisessnstsnssesstessssvssocstspsautdestonsnvnacetessesnatensesnseseunuee 1 17 2 Setup PATAIMELETS ainda E ca dsodapanwea ses sndanwbeneenzibeetoede he aaaea aa E a 2 2 Profiles ii te Ei I iti ede ik eel a Ea 2 5 Setup for Configuration Lime WorkfloW ooonnninicnnnnnnnninnnnniccnnncncnnncnnorororornnorororornnni noo cororancnonos 2 9 Planning Set up Considerations in a Multi level Multi organization scenario 2 10 3 Model Items B
23. level supply chain Available to Promise ATP Capable to Promise CTP and Capable to Deliver CTD In earlier versions of Oracle Applications ATP checks were for a single level top level for standard items down to the option level for models and option classes of the bills of material and resources Oracle Global ATP Server offers multi level bills of material and resource checks In the Laptop example above if the CPU items Pentium I Pentium II are sourced from supply chain e g another organization the Global ATP Server will check for the availability of the CPU item at the source when there is shortage In addition to manufacturing lead time it will also take into account the inter org shipping time between source and destination If the sourced item happens to be a model ATP will check for the availability of all its components in the source org Mutli level or multi org configurations require the global ATP server For a multi level or multi org order a the ATP results will be shown for the top model line only This record will display a group availability date and available quantity You can get components details from the ATP Pegging tree which is now accessible from the ATP results window In the Laptop example above if the Laptop was sourced the ATP results would return a single line for the Laptop Computer with an availability date of 2 6 Oracle Advanced Supply Chain Planning and Global ATP Server User s Guide p
24. 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 For a complete guide on shipping please refer to Oracle Shipping Execution User s Guide Item Attribute Ship Model Complete 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 Indicates whether the component will be printed on external shipping documents such as pack slips and commercial invoices For example for an ATO model it may be more reasonable to print the order lines ATO model and options on the shipping documents in addition to the configured item Required to Ship 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
25. organization or an in OM ATO item order line to a configuration Sales Order Pad order line gt The Cursor must be on the desired Tools gt Schedulin g gt Reserve order line when you perform reservation INV Reservations Form You can reserve available inventory in the shipping organization to a configuration or an ATO item order line via the Reservation window in Inventory Discrete Jobs Form in WIP You can manually reserve a work order for your top level configuration item to one or more sales orders through the Discrete Job window if the manufacturing organization is the same as the shipping organization Reservation 10 3 Reservation 10 4 Oracle Configure to Order Implementation Manual 11 Pick Release and Ship Confirm This chapter provides information on a Pick Release and Ship Confirm on page 11 2 Pick Release and Ship Confirm 11 1 Pick Release and Ship Confirm Pick Release and Ship Confirm Setup Once the assembly has been 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
26. 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 Preface xiii Xiv 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 closed 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
27. so lower level options can still reference the model s routing 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 NOTE If non commoned routings are set up for option classes that are under a model they should be the same routing type as the model In other words if the model routing is discrete the option class routing should be a discrete If the model routing is flow the option class routing should be a flow However in multi level model structures each non phantom model can use a different type of routing 3 6 Oracle Configure to Order Implementation Manual Discrete Manufacturing Discrete Manufacturing Option Dependent Routing Steps Oracle Bills of Materials enables you to define routing steps for models that can be selected as options for configurations 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 Laptop Computer ATO Model BOM Level Item Item Type Op Seq Optional Qty 2 Laptop ATO Model No 1 Computer Ero Carrying Case Product 10 No 1 229 Keyboard Product 20 No 1 3 CPU Option Class 30 No 1 4 Pentium I Purchased Item 30 Yes 1 4 Pentium II Purchased Item 25 Yes 1 Routing for Laptop Computer ATO Model c
28. to Order Implementation 1 7 Overview of Oracle Configure to Order 1 amp 2 Setup Product Structure Sourcing Rules and Order Environment Deke 12 Purge Configuration Items Option Demand Org 5 Enter Sales 6 ATP Sche 3 Forecast Model in Mfg Order dule Sales Order 7 AutoCreate Configuration Items Demand 11 Pick Release Ship Configurations E Inventory Interface mj Inventory Balances Transactions hipping org gt mfg org for top level assy l 9 Run advanced planning 4 Master Schedule Models Options in Mfg Org Planned Orders Master Schedule Sales Orders Resenation Oogt p Yes Y Pose Complel Cree Fhal Assent om 8 Create Top Level Production Supply WIP Jobs Flow Schedules Multi level or Multi org 10 Execute Supply Chain Plan Release intemal req s Jobsicreate flow schedules ait Import internal req s all mfg orgs Create Internal Sales Order Create Production Supply WIP Jobs Complete Production Flow Schedules in all orgs amp Ship Shipping org gt mfg org for top te Production No Received in Shipping org level assy 1 8 Oracle Configure to Order Implementation Manual Overview of Oracle Configure to Ord
29. 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 Standard bill of material with standard components Item manufactured from standard components Pick to Order Model PTO Configuration Pick to Order model consists of Model bill of material with optional items and option selection rules a Pick slip used to kit included items and selected options Pick to Order Item Kit Kit consists of Overview of Configure to Order Implementation 1 3 Overview of Oracle Configure to Order Standard bill of material with mandatory included items a Pick slip used to kit included items Hybrid Hybrid consists of a _Pick to Order models with optional Assemble to Order items a 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 A model bill of material with a non phantom model as a component 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 a Standard bill of material with standard components and configured components Item manufactured from standard components and configured
30. work order for an order line This creates a work order for the top level configuration item Work order is reserved to the sales order Planning can be run periodically to create planned orders based 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 sales order 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 In a multi level environment planning must be run to create planned orders for lower level configurations Creates one work order for the top level assembly for the full order quantity This activity will not be accessible from the sales order pad if supply Discrete job Flow Schedule Inventory reservations has been created for this any part of this order line Ina multi organization or multi level environment advanced planning 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
31. 2 Discrete Mamtifactyrii gs oe eeo r aeneae a a A a aid 9 2 Flow Man factuting tai dactilar tl 9 7 Purchasing oia ti il a a a A AAA AE a i 9 10 Create Purchase Requisitions siine eee a aee r ar r aE anar en Ara EESE a rea RE E 9 10 Requisition and Purchase Order Reservation ooocicinonononnononaraninonanananonononcnononononononcnnannoncncnnon 9 13 Receivesan Assem DI ysis seca ates ts A e E tadas 9 14 Perform an Assembly Return iicccc cccsed ceeleseisdecesessiasssesesesadecesdsedesevstiesiesevastiadescssstessecvcestevcetes 9 14 Reservation Reserva OM iii T O AER EE I E A E 10 2 Reserve SUPP Y spieri esne i aesa aa aaa soii 10 2 11 12 13 14 vi Pick Release and Ship Confirm Pick Release and Ship Comfirm essiri tasirning eaii ar Er a aE 11 2 A NA AE O T 11 2 Order Changes Order Changes cota a dare ste tah a set eee aden cet E 12 2 Notification of the chain 6 ccc ccccscsesiveccaccis sv casaues e a a tada to cidos 12 2 Customization to Workflow e e n a a 12 4 Existing Processing Constraint cccccccsssssesessscseeecsesesesesseseecseseeececsesesessesesesseeesseneesesessestees 12 5 Re instituting Prior Processing Constraints cccceccsceseseseseseseeececseeeseesesesenseseecseneeseseeseseees 12 6 Customize the Order Processing Workflow Customize the Order Processing Workflow ococinnnnonnnnonnoccnonncnoncrcraroronoconorarononononarononononos 13 2 Deactivate Configuration Items Deactivate Con
32. 5 EGA1 Product Yes Assembly 55 Pull 5 EGA2 Product Yes Assembly 45 Pull 4 Monitor Purchased Item No Assembly 100 Manual Pull 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 Overview of Configure to Order Implementation 1 19 Examples Used in This Manual ATO Model However now the Laptop Computer Model is sourced for another organization and the monitor model has been made non phantom and is sourced from a third organization In summary the original structure is changed in the following ways The orders are placed in organization W1 your warehouse The Laptop Computer is made in organization M1 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 M1 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 Implementation Manual Examples Used in This Manual Organization W1 promotional Laptop PTO Model
33. 6 20 2000 Order Quantity 10 8 8 Oracle Configure to Order Implementation Manual Preconfiguring Items 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 will be processed 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 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 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 Sales Order Pad Action Button Progress Order You can create a configuration item for one sales order line from the Sales Order Pad By default this mode does not give you the option to perform lead time calculation or flow routing calculations and it will always calculate both However you can remove the Lead ti
34. 9 6 Oracle Configure to Order Implementation Manual Flow Manufacturing Flow Manufacturing Oracle Flow Manufacturing Implementation Manual provides complete information on implementing flow manufacturing at your facility The manual covers flow line design line balancing production execution and kanban planning and execution The 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 let 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 Method 1 Line Scheduling Workbench Description You can use the Line Scheduling Workbench to manage production schedules for your flow lines You can create flow schedules for planner 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 c
35. Manual Purchased Item No 2 VGA1 Purchased Item Yes Yes ied Monitor Manual Purchased Item No Example 3 Purchased Configuration In the case of a purchased configuration the entire model BOM should be defined in the receiving organization The entire configured BOM would also be created in the receiving organization Configuration Routing The model routing 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 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 configuration item routing This calculation is done in the sourcing organization Create Configuration Items 8 7 Configuration Item Cost Rollup Configuration items with flow manufacutirng routings inherit the lead times from the model item master in the appropriate sourcing organization Configuration Item Cost Rollup If the organization is using Standard costing method a single level Cost Rollup is performed for the configuration item using the configuration BOM and routing If the organization is using Average costing method the configuration item has zero cost for the Average
36. Oracle Configure To Order Implementation Manual Release 11 January 2002 Part No A90459 02 ORACLE Oracle Configure To Order Implementation Manual Release 11i Part No A90459 02 Copyright 2000 2002 Oracle Corporation All rights reserved Author Evelyn Tran Valerie Dubois Contributing Authors Yuana Kumala Perry Toscano Usha Arora Contributors David Reitan License Restrictions amp Warranty Disclaimer The Programs which include both the software and documentation contain proprietary information of Oracle Corporation 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 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 Oracle Corporation does not warrant that this document is 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 without the express written permission of Oracle Corporation Restricted Rights Notice If the Programs are delivered to the U S Government or anyone licensing or using the programs on behalf of the U S
37. 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 Model Items Bills and Routing 3 9 Cataloging Configurations Cataloging Configurations Oracle Manufacturing provides features 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 p
38. ain 10 Yes Execute Supply Chain Plan 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 configuration item to inventory 11 Pick Release and Ship Pick Release all configuration sales orders Yes Yes Configuration Orders 12 Deactivate Configuration Deactivate auto generated configuration item numbers Yes Items 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 NOTE Oracle Advance planning and Scheduling APS must be installed to support purchasing of ATO items 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 1 10 Oracle Configure to Order Implementatio
39. an view orders that could not be scheduled because of the constraint from the same workbench Reference Material Oracle Flow Manufacturing Implementation Manual Oracle Flow Manufacturing User s Guide Supply Unique Configurations 9 7 Flow Manufacturing Implementation Method Description Consideration Reference Material 2 Progress Valid only if the top level This method provides a Order configuration is manufactured in way to quickly create Loe ae AO 1 Oracle Order Management action from the shipping organization production schedules for 7 User s Guide Sales Order ZA wav to create subblyfor the top level assembly for Pad y Supp y 0 urgent orders in a single 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 organization environment Need to manually progress the order in Order Management one at time Schedules are created first in first out No sequencing is performed The order will be 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
40. atically 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 9 14 Oracle Configure to Order Implementation Manual 10 Reservation Topics covered in this chapter include Reservation on page 10 2 Reservation 10 1 Reservation Reservation This chapter describes the various methods of reserving onhand inventory and work orders to an ATO model sales order or ATO item It also describes reservations made to requisitions and purchase orders for ATO items 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 Supply Type Method Onhand Work Order Req PO Description Automatic Match action If a match is found and there is from Sales Order available inventory available in the Pad 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 AutoCreate AutoCreate Orders If a match is found if BOM Orders from WIP from WIP when the Automatic Reservations is Yes and when the shipping if you are within the OM Reservation shipping organization is the Time Fence and if there is available organization is same as the top inventory available in th
41. ation 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 1 16 Oracle Configure to Order Implementation Manual Examples Used in This Manual 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 following 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 Examples Used in This Manual Promotional Laptop PTO Model Y Accessories Optional Diskettes Optional Battery Pack Mandatory PTO OC 40 perce ered Mandatory Purchased 95 Kit 110
42. ave no open sales orders or on hand inventory and whose most recent sales order shipped more than the number of days ago you specify Each deactivated configuration item has its status updated To deactivate configuration items 1 From Bills of Material menu navigate to the Submit Requests window 2 Select Report and select Deactivate Configuration Items 3 Enter the organization for which you want to deactivate configuration items that were completed and shipped more than the number of days ago you specify 4 Enter the shipped number of days ago Configuration items completed and shipped more than this are deactivated The default is 90 Note You can delete item information for completed configura tions from the database including the bills of material and rout ings The ability to delete configuration items is subject to the same deletion constraints that operate for other item types as well See Also Deleting Items Bills Routings Components and Operations 14 4 Oracle Configure to Order Implementation Manual A Assemble to Order Item 1 3 Assemble to Order Model 1 3 1 4 ATO Item 12 5 12 6 ATO Item Workflow 13 3 ATO Model 12 6 ATO Model Line vs Configuration Item Line 6 6 ATO Model Workflow 13 2 ATP Components Item Attribute 7 2 ATP Flag at BOM Level 7 3 AutoCreate Configuration Items 8 8 B Batch vs Online Mode 8 8 BOM Automatic Reservations 2 5 Configuratio
43. ce 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 Yes 2 8 Oracle Configure to Order Implementation Manual Setup for Configuration Line 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 in order to process the rest of the CTO workflow properly To do so follow the steps below N Order Entry gt Setup gt Transaction Types gt Define 1 Query the Transaction Type corresponding to your ATO Model order type 2 Click on the Assign Line Flows button This will open the Line Workflow Assignments form 3 Create a line workflow assignment with the following values Line Type Your order line type Item Type Configured Item Process Name Line Flow Configuration See the Order Management User s Guide for more information on the setting up workflows Setup 2 9 Planning Se
44. ch or on line mode If it is set to yes and the program has found a match and the schedule date is within the number of days defined by the profile OM Reservation Time Fence autocreate config will attempt to reserve any quantityt available on hand BOM Use Custom Match Function This profile controls whether the match performed uses the standard match function or a custom match function If the profile value for Match to Existing Configurations is No then the value of this profile does not matter since a match is not performed The above two profiles replace profile BOM Check for Duplicate Configuration used in Release 10 7 and 11 The following table summarizes the relationship between these two profiles Match to Existing Config Use Custom Match Result No or NULL No or NULL No match is performed No or NULL Yes No match is performed Yes No or NULL Match using standard match Yes Yes Match using custom match BOM Configuration Item Delimiter When you choose any numbering method other than User Defined 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 Setup 2 5 Profiles and line number You 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 mu
45. chapter provides information on Deactivate Configuration Items on page 14 2 Deactivate Configuration Items 14 1 Deactivate Configuration Items Deactivate Configuration Items Bills of Material enables you to automatically deactivate item numbers associated with completed 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 When you set up Inventory and Bills of Material you can define an item status to identify completed 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 a BOM allowed a Build in WIP a Transactable Stockable When defining bills of material parameters specify the item status to use for completed configuration items See Defining Bills of Material Parameters All configuration items that meet the following conditions will be selected for deactivation 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 and planned orders Future demand demand in interface tables will also count as demand No open supply There should not be any supply created for the configuration item in current organization i e Organization where
46. components Multi Organization Assemble to Order Model Multi Organization ATO Multi Organization Assemble to Order model consists of a 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 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 1 4 Oracle Configure to Order Implementation Manual Overview of Oracle Configure to Order 1 Setup Product Structure and Order Environment 2 Forecast Model Option Demand 3 Master Schedule Models Options 4 Enter Sales Order Planned Orders 5 ATP Schedule Sales Order 10 Purge Configuration Items 6 AutoCreate Configuration Sales Orders Items 7 Create Production Supply Creat Final Assembhy Resensto Okere On Demand 9 Pick Release Inventory 8 Complete Ship Configurations Balances Production WIP Jobs Transactions Flow Schedules Inventory Interface Overview of Configure to Order Implementation 1 5 Over
47. cost type In a multi organization environment cost roll up is performed using supply chain cost roll up Cost roll up for each configuration item is performed in the manufacutring sourcing organzation The cost of the configuration transfer cost in the receiving organization transfer to organization is established by taking the configuration item cost in the manufacturing organization plus any transfer charge defined in the shipping network Currency conversion is also taken into consideration if the organization ise different currencies Batch vs Online Mode You can launch the AutoCreate Configuration Items concurrent program to create configuration items for one or more sales orders 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 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 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 Time Example Schedule Ship Date
48. d Reserve functionality Release 11i Order Management Overview One of the major features in R11i 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 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 on the Configurator button 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 As explained in the set up chapter orders entered in Order Management can be configured using either Oracle Configurato
49. e multi level multi org example from page 17 of chapter 1 8 10 Oracle Configure to Order Implementation Manual Preconfiguring Items If you went in to the warehouse W1 added a new item based on your Laptop Computer model and then tried to pre configure 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 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 M1 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 Create Configuration Items 8 11 Preconfiguring Items 8 12 Oracle Configure to Order Implementation Manual 9 Supply Unique Configurations Topics covered in this chapter include Overview to Supplying Unique Configurations on page 9 2 Overview to Supplying Unique Configurations on page 9 2 Flow Manufacturing on page 9 7 Purchasing on page 9 10
50. e shipping the same as the level organization the system will make an top level manufacturing inventory reservation manufacturing organization It will then create a work order for the organization R yi remaining quantity and reserve the work order to the sales order line Autocreat Autocreate requisitions places a record e Req in the req import tables for each ATO eligible order line When the items requisition is created it is reserved to only the sales order This feature is available for ATO items only not for configured sales orders 10 2 Oracle Configure to Order Implementation Manual Reservation Supply Type Method Onhand Work Order Req PO Description Work Order If the work order is reserved to a Completion sales order the reservation is Form in WIP transferred to inventory when you complete finished assembly Work Orderless When you perform an assembly Completion completion for a flow schedule that is Form in Flow tied to a sales order the system Manufacturing automatically places a reservation on the finished assembly against the sales order demand for the configuration item PO When a PO distribution is delivered to Delivery inventory the reservation from the ATO purchase order is transferred to items inventory This feature is available for only ATO items only not for configured sales orders Manual Reservation from You can reserve available inventory Sales Order Pad in the shipping
51. e to order capability It provides detailed implementation consideration for every step of the process This manual is organized into the following chapters Overview of Oracle Configure to Order Setup Model Item Bills and Routing Forecast Models and Options Master Schedule Models and Options Entering Configured Orders Check ATP Creating Configuration Items Supply Unique Configurations Reservation Pick Release and Ship Configurations Order Changes Processing Configured Orders Over Supply Chain Customizing the Order Processing Workflow Deactivate Configuration Items 1 2 Oracle Configure to Order Implementation Manual Overview of Oracle Configure to Order Overview of Oracle Configure to Order Definitions 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 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 Assemble to Order Model ATO Configuration Assemble
52. els options and mandatory components if your configurations are made in house Maintain and consume these forecasts in the manufacturing organizations in line forecast consumption 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 schedule and plan supply across organizations Use constraint based planning to generate feasible plans based on material and capacity constraints Master schedule models and options in the manufacturing organizations Define sourcing rule for models and options at any level in the BOM 1 14 Oracle Configure to Order Implementation Manual Feature Highlight Ordering Configurations Interactive option validation auto selection using Oracle Configurator ATP inquiry across the supply chain based on option material and resource availability 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 processing Manufacturing Configurations Automatic creation of unique configuration item BOM and routing for the top level model as well as lower level models These are created in all the required organizations based on sourcing information D
53. emand 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 None Derived Sales Order Demand Under normal circumstances Order Management 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 Forecast Explosion Forecast explosion is the process that explodes forecasts for planning items models product families and option classes to selected components on your planning model product family and option class bills Forecast explosion calculates exploded forecast quantities by extending parent forecast quantities using the component usages and planning percents defined on your planning model and option class bills A product family can be exploded to dependent quantity explosion for those members that have a forecast control of Consume and Derive This explosion is Forecast Models and Options 4 3 Forecast Models and Options based on the prod
54. er ATO PTO Name Description Yes Yes Define Model and Option Define multilevel model and option class bills and Class Bills of Material and routings optional to control order management master routings optional scheduling MRP work in process and costing 2 Yes Yes Set up sourcing rules Define sourcing rule shipping networks assignment shipping networks sets ATP rules and APS plans to control assignments sets APS plans multi organizational sourcing 3 Forecast Model Option Forecast demand for model options or both in the Yes No Demand manufacturing organizations Explode forecasts through planning bills to models and or options 4 Master Schedule Models and Master schedule ATO models options or both in the Yes No Options manufacturing organizations using the forecast set 5 Enter Sales Order Enter sales orders for models with options Yes Yes 6 Check ATP Perform group ATP based on planning output to check Yes Yes for all supply constrained components to find earliest possible ship date for configuration Yes Yes Book and Schedule the Order 7 AutoCreate Configuration Automatically generate a new item number bill and Yes Items 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 order 8 Create Top Level Production If the final assembly is being shipped from the Yes Supply manufacturing
55. ered quantity 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 be added exactly as shown to keep the old functionality Please refer to 12 6 Oracle Configure to Order Implementation Manual Re instituting Prior Processing Constraints Order management user 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 1 Cancel Constraint Operation Attribute User Action CANCEL Not Allowed Validation Validation Group Scope Entity Record Set 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 2 Update ordered Quantity Constraint Validation Validation Group Scope Entity Record Set 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 Operation Attribute User Action UPDATE Ordered Quantity Not Allowed Order Changes 12 7 Re instituting Prior Processing Constraints Validation Validation Group Scope Entity Record Set Template 6 Any Order Line Line ATO
56. es This manual is available in HTML format on the documentation CD ROM for Release 11 Oracle Self Service Web Applications Implementation Manual This manual describes the setup steps for Oracle Self Service Web Applications and the Web Applications dictionary Installation and System Administration Oracle Alert User s Guide This guide explains how to define periodic and event alerts to monitor the status of your Oracle Applications data Oracle Applications Implementation Wizard User s Guide If you are implementing more than one Oracle product you can use the Oracle Applications Implementation Wizard to coordinate your setup activities This guide describes how to use the wizard Oracle Applications Developer s Guide This guide contains the coding standards followed by the Oracle Applications development staff It describes the Oracle Application Object Library components needed to implement the Oracle Applications user interface described in the Oracle Applications User Interface Standards It also provides information to help you build your custom Developer 2000 forms so that they integrate with Oracle Applications Preface xv xvi Oracle Applications Flexfields Guide This guide provides flexfields planning setup and reference information for the Configure To Order implementation team as well as for users responsible for the ongoing maintenance of Oracle Applications product data This manual also provides information on c
57. et to Yes and the order schedule date is with in the OM Reservation Time Fence the program will automatically reserve any available on hand Sales Order Pad Actions Button Progress Order 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 Workflow for Configured Orders Workflow for configured orders The workflow for a configured order has the following main activities Enter Schedule Create Configuration Lead Time Rollup Cost Rollup Create Supply Work Order or Flow Schedule Ship Seeded Workflow Oracle Order Management User s Guide provides a description of all the seeded workflows This section provides further information on the seeded workflow for ATO models and ATO items 6 4 Oracle Configure to Order Implementation Manual Line Flow Generic is a generic line workflow that works for all item types including ATO PTO models and ATO items a Line Flow ATO Model is a line workflow that works only with ATO models It isa subset of Line Flow Generic workflow a Line Flow ATO Configu
58. ew configuration will replace the old configuration in the match tables such that 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 matched config item will be used by default Note If you try to preconfigure an item based on a model that is sourced entirely from another orgnazation you will receive an error asking you to go to the source organization to configure the item The BOM Configurator URL profile option must be set properly to enable you to call the configurator from within BOM See Chapter 2 for more information on setting profile options 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 2 Inthe 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 As mentioned above preconfiguring items will respect the multi level structure and the sourcing rules you have defined for models at all levels of the BOM As an example use th
59. figuration temMS oooonicicinoninoninnoninnnnononanancnnnnnonananonononononananononon anar an onononananonononenos 14 2 Send Us Your Comments Oracle Configure To Order Implementation Manual Release 11 Part No A90459 02 Oracle Corporation welcomes your comments and suggestions on the quality and usefulness of this document Your input is an important part of the information used for revision a Did you find any errors a Is the information clearly presented a Do you need more information If so where a Are the examples correct Do you need more examples What features did you like most If you find any errors or have any other suggestions for improvement please indicate the document title and part number and the chapter section and page number if available You can send com ments to us in the following ways a Electronic mail appsdoc us oracle com Attn Oracle Configure To Order Postal service Oracle Corporation Oracle Configure To Order Documentation 500 Oracle Parkway 30p5 Redwood Shores CA 94065 USA If you would like a reply please give your name address telephone number and optionally elec tronic mail address If you have problems with the software please contact your local Oracle Support Services vii viii Preface Welcome to Oracle Configure to Order Implementation Manual Release 111 This implementation manual assumes that you are using installation notes provided
60. figuration Line and the ATO Item workflow can be customized by adding blocks or approval activities or by removing some optional blocks and activities ATO Model Workflow The following table shows all the activities in the ATO Model line workflow are mandatory ATO Model Line Workflow Activity Mandatory Comments Enter Line Yes Schedule Line Yes 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 13 2 Oracle Configure to Order Implementation Manual Customize the Order Processing Workflow Configuration Line Workflow This table summarizes which activities in the Configuration Line workflow activity are mandatory and which are optional Configuration Line Workflow Activity Mandatory Comments Wait for Create Configuration Yes This block activity is automatically completed by the Model workflow after the configuration item is created Calculate Cost Rollup No Calculate Lead Time Process No Create Supply Order Eligible Yes 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 u
61. file MRP Default sourcing assignment set Partial sourcing of models is not supported In other words in each organization a model can only be either 100 make at or 100 transfer from another org Please see the CTO Enhancements section in the Oracle Advanced Supply Chain Planning Oracle Risk Optimization and Oracle Global Order Promising users guide for more information on ATP in a multi organization environment Group ATP for Configurations In our single level single org environment example from chapter 1 you would set item attributes according to the following table if you wanted to promise ship dates for Laptop Computers based on the available supply of processors and monitor manuals but the supply for other components was not constrained Check ATP 7 3 Check ATP Select ATP Check Code Level Item Type Optional Components ATP Yes 2 Laptop ATO Model No Yes Computer 9 CPU Option Class No Yes 4 Pentium Purchased Item Yes Yes Yes 4 Pentium II Purchased Item Yes Yes aes Monitor Model No Yes Phantom 4 VGA Option Class Yes Yes 5 VGA Manual Purchased Item No Yes Yes 1 2 5 VGA1 Purchased Item Yes 5 VGA2 Purchased Item Yes 4 EGA Option Class Yes 5 EGA1 Product Yes 5 EGA2 Product Yes 4 Monitor Purchased Item No Yes Manual If you ordered a Laptop Computer with a Pentium Iland a VGA1 monitor and req
62. 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 Level Item Item Type Op Seq Operation Sequence Inherited 2 Laptop ATO Model Computer 3 CPU Option Class 30 Retains 30 4 PentiumI Option 1 Inherits 30 4 Pentium Il Option 1 Inherits 30 3 8 Oracle Configure to Order Implementation Manual Flow Manufacturing Flow Manufacturing Option Dependent Event A flow routing consists of processes line operations and events You can designate option dependent event 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 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
63. ges will be sent to the buyer if a reservation to a req or PO exists for the ATO item Send Notification only if Change Always Send Notification reservation exists Ship Date Yes no change to reservation Request Date Yes no change to reservation Qty Yes if qty decreased decrease reservation Cancellation Yes remove reservation Config Change Yes remove reservation Manual De link Yes remove reservation Customization to Workflow Customers will be able to customize the seeded workflow using Oracle Workflow Builder if they have special requirements The notification message can also be customized 12 4 Oracle Configure to Order Implementation Manual Existing Processing Constraints Existing Processing Constraints Order Management still has some seeded processing constraints for configurations that deny certain actions when the workflow reached certain status ATO Model For ATO Item order line there are still processing constraints that prevent certain order changes After a configuration item is created these actions are not allowed Changing the warehouse Deleting the top model order line To cancel set the quantity to 0 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 i
64. hedule is referenced to the order line the configuration line shows this status configuration order line in order to run Progress Order gt Create Supply Production Partial This status is shown when there is partial production completion Production Complete This status is shown when the entire production is complete Fulfilled The line is shipped Closed Closed Line Line will close once invoiced De link Configuration Item 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 work order or inventory reservation against sales order for the configuration item in the shipping organization Delink Configuration Item will automatically unreserve the supply from the sales order Enter Configured Orders 6 7 Delinking the configuration sets the Order Management workflow on the model back to Create Configuration Eligible Note With the addition of the change order process described in chapter 12 of this document it is suggested that you do not man ually de link a configuration item Link Configuration Item You can 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 s
65. hedule 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 Ina multi organization environment advanced planning is used to generate 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 Supply Unique Configurations 9 9 Purchasing 1 Planned internal requisition in the shipping organization W1 to source the configured laptop from organization M1 2 Planned work 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 work 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
66. hip a near match item or need to re link a configuration item back to the original model line after you de link the configuration 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 planning issues particularly in a multi level multi org environment Ina 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 It is suggested that you do not manually link a configuration item except under the following conditions 1 you have a 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 you are certain 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 3 You temporarily de linked an item for some reason Rarely needed after Family Pack E 11i 5 and need to link the same item back to the sales order In all other cases it is preferable to re progress the m
67. hipping 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 In a multi level environment planning must be run to create planned orders for lower level supply This program does not take capacity into consideration This program will create a work order for the unreserved portion of a sales order line Reference Document Oracle Work in Process User s Guide 9 2 Oracle Configure to Order Implementation Manual Discrete Manufacturing Reference Method Description Implementation Consideration Document 2 Progress Valid only if the top This option can only be used if your final Oracle Order Order level configuration is assembly is manufactured in the shipping Management action from manufactured in the organization In all other cases advanced User s Guide Sales Order shipping organization planning is used to create planned orders based Oracle Pad on the demand in the shipping organization Advanced From tae Sales Ones os to manually progress the order in Order Planning and anagement one at time Shipping Pad in Order 7 User s Guide 3 Planner s Workbench Management you can invoke Progress Order action to create a
68. idation organization The setting in all other organizations will be ignored 2 2 Oracle Configure to Order Implementation Manual WIP Parameters The following table lists the field in the WIP Parameters window that is relevant to configurations Field Name Value Usage Notes Respond to You can choose one This parameter determines whether or not a work order Sales Order of the following that is reserved to a sales order will be put on hold after a Changes values configured item is de linked from a sales order line or the N ver order is put on hold Always Never The work order s will not be put on hold if you When linked 1 to 1 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 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 OM Parameter The following table lists the field in the OM Parameters window that is relevant to configurations Setup 2 3 Field Name Value Usage Notes Item The list of value In Order Management the Item
69. iguration 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 manage ment The following describes the differences between the two lines Line Type Main Activities for the Line ATO Model Line Enter book schedule create configuration item including BOM and routing invoice Configuration Item Line Configuration item cost roll up and lead time calculations create work order flow schedule shipping Order Line Statuses The status on an order line provides good information on the current state of a line The 6 6 Oracle Configure to Order Implementation Manual following table lists the line status for both the ATO model and the configuration line Order Line Type Line Status Status Description Comments Tips ATO Model Entered The line is entered and not booked Booked The line is booked The status remains Booked until the configuration item is shipped Fulfilled After the configuration line is shipped the model line shows this status It is eligible for invoicing Closed The line is closed Configuration Production Open When a work order is linked The cursor must be on the or a flow sc
70. iia tensa Shipment Relef id la a aA de ade unde tit 6 Enter Configured Orders Enter Configured Ord ets ccoo aieeaa eop e e Ea Ea cast abetaenecantetuesescataetedsestats Release 11i Order Management Overview ss sssssississessierississtesiesiesesstesrentestessesrenentenseseenes Enter Config tired Orders asp A i T E E View Selected Options iii a aariaa aa asinan a eies a iE ani Match Configuration Huici id Workflow for Configured Orders sieissanto ni ia ii Order Line Statuses rnern EE Moe Saas E EEE A EE 6 6 De link Configuration AAA 6 7 Link Configuration tem iaa 6 8 7 Check ATP Check AT Pe xtc cdt de ctm a de dote ie se e Ata bre Ls 7 2 A NA 7 2 Group ATP for Configurations tinc iia aaa lcd 7 3 Multi level multi org using the Global ATP Server ooocicinicinininnnnnnncnnncnnncnrocorincnnnnororincncnonoso 7 6 8 Create Configuration Items Cre te Configuration temsa it ol La a if 8 2 a AAA AIN 8 2 Configuration BOM ocio o E A AA ES 8 5 Configuration Routing aiii A ias 8 7 Configuration Lead Time Calculati0N oononnnnnnicnnnnnnnnnnnnnnnnincnncncnrncnraroro rn cnn ororo ro rnn cinco coro ran ciones 8 7 Configuration Item Cost Rollup tsiisus insi issi aE 8 8 Batch vs Online Mode si ico corrio Ia as aia ado E 8 8 Preconfiguring Items lidad tii a ita 8 9 9 Supply Unique Configurations 10 Overview to Supplying Unique ConfiguratioWS o oonnnninnnnninnnnnnnnnnnincnnnnnnncnnncororornncincnrororancnonos 9
71. ills and Routing Model Items Bills and ROUtING punso n ed i aiai A AAA TT APNEA Model and Option Class Bills of Material o onnnininnnininninnnnnnnncnnnrnrnncnrrnrnnncnraro coran crorororornncnos Model Bills Ob Material otr ii teta ecueunctdbcdhestyns o Option Class Bills of Material nseni ini iieiea gute vasssedevesessseSeteveseut dvscsesestins BOM Attributes tumor idoneidad is Model and Option Class Routing oooioinnnnnnnnninnnnninnnnncncnnononononnnconcnroronnn corona ran coca raro rnn coreanos Common Model Routing to Option Classes omononcocooinnnonnnnrnenennocannnnnnnrnrnonenorananaronnarnrarnenananananos Discrete Manufact ring issis alcalina Option Dependent Routing Steps o onocncncnnnnonicnnonanononancnonanononononcnnannoncnrnnnnnononcnnononarnon rn cnnarnnnnoos Flow Manufacturing doit id na A ced cau A Pecatbesegeseueats Option Dependent EVetinnaciii nadia it etario Cataloging Configurations iii aaa Config tration Rules cona A A AA e E 4 Forecast Models and Options Forecast Models and Options ccccccc cece ces ce ceeeeeeeeececeseeseesesecesesseesesesesessneseseseseneneseeeenes Forecast Control cia raer Ane ie Gin GL A leads Forecast EXPLOSION dei Forecast CONSUMPION vecinita dle dado adela sites 5 Master Schedule Models and Options Master Schedule Models and Options ooooiicicnninionnnnnnoninnonononnnccncororonnn con roronan nino raro rnn conocia raras Production Relief ec ita io Eon dan daa
72. ing Planning Forecast Control Consume Consume Consume Consume Consume Consume amp Derive if amp Derive amp Derive amp Derive amp Derive manufacturig model model None if purchasing None if model purchasin g model Build in WIP No No Yes No depends depends OE Transactable Yes Yes Yes Yes Yes Yes Check ATP No No No No depends depends ATP Components Yes depends Yes Yes Yes depends Assemble to No No Yes Yes Yes No Order Pick Components Yes Yes No No No No Ship Model YesorNo n a n a n a n a n a Complete only applicable for PTO model 3 2 Oracle Configure to Order Implementation Manual Items Setup 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 Sourcing Item Validation Manufacturin Item Master Org Receiving Org g Org Org Item All items in Only the items Items All items in multi level that need tobe manufactured multi level structure received inthe and consumed structure org in org Tf this organization is also the shipping organization all selected items are created in this organization Model Items Bills and Routing 3 3 Model and Option Class Bills of Material Model and Option Class Bills of Material Model Bills
73. iscrete 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 discrete manufacturing single organization environment only Constraint based finite scheduling of final assembly work orders within each manufacturing organization Automatic flow schedule creation for the top level configuration flow manufacturing single organization environment only Automatic sales order reservation of top level configuration upon production completion single organization environment 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 Feature Highlight Procuring configurations Integration Automatic creation of unique configuration item BOM and routing for the top level model as well as lower level models These are created in the receiving organization of the top model Support to procure the configuration item and transmit configuration details via item attachments or the iSupplier Portal Supply chain planning support creation of supply for configurations at all levels across the supply chain The following Oracle Applic
74. l No Yes phantom a2 VGA ATO Option Class Yes Yes wa 2 VGA Manual Purchased Item No ee VGA1 Purchased Item Yes Yes i 2 Monitor Manual Purchased Item No 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 Organization M1 Level Item Item Type Optional Selected 1 Laptop ATO Item No Yes Computer 001 Configuration 2 Laptop Computer ATO Model iad CPU ATO Option Class No Yes 8 6 Oracle Configure to Order Implementation Manual Configuration Lead Time Calculation Level Item Item Type Optional Selected n2 Pentium II Purchased Yes Yes pul Monitor 001 ATO Item Yes Yes Configuration Organization M2 Level Item Item Type Optional Selected fed Monitor 001 ATO Item No Yes Configuration 52 Monitor ATO Model No Yes 2 VGA ATO Option Class Yes Yes ee VGA
75. l environments You can attend courses offered by Oracle University Services at any one of our many Education Centers or you can arrange for our trainers to teach at your facility In addition Oracle training professionals can tailor standard courses or develop custom courses to meet your About Oracle needs For example you may want to use your organization structure terminology and data as examples in a customized training session delivered at your own facility Support From on site support to central support our team of experienced professionals provides the help and information you need to keep Configure To Order working for you This team includes your Technical Representative Account Manager and Oracle s large staff of consultants and support specialists with expertise in your business area managing an Oracle8 server and your hardware and software environment Oracle Corporation develops and markets an integrated line of software products for database management applications development decision support and office automation as well as Oracle Applications an integrated suite of more than 45 software modules for financial management supply chain management manufacturing project systems human resources and sales and service management Oracle products are available for mainframes minicomputers personal computers network computers and personal digital assistants allowing organizations to integrate different compute
76. l it s components will become part of the top level configuration BOM It is treated as a single level configuration 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 item BOM 2 10 Oracle Configure to Order Implementation Manual 3 Model Items Bills and Routing Topics covered in this chapter include Items Setup on page 3 2 Model and Option Class Bills of Material on page 3 4 Model and Option Class Routing on page 3 5 a Discrete Manufacturing on page 3 7 Flow Manufacturing on page 3 9 Cataloging Configurations on page 3 10 Configuration Rules on page 3 12 Model Items Bills and Routing 3 1 Items Setup Model Items Bills and Routing This section describes item bills of material and routing features for models and option classes It also describes the features of cataloging configurations and configuration rules Items Setup 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 PTO PTO Option ATO Option Model Class Model Class ATO Item Option Component BOM Item Type Model Option Model Option Standard Standard Class Class BOM Allowed Yes Yes Yes Yes Yes Yes Planning Method Not Not MPS MRP MRP MRP Planned Planned Plann
77. ling 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 For more information about master scheduling please See Oracle MRP Master Scheduling User s Guide 5 4 Oracle Configure to Order Implementation Manual 6 Enter Configured Orders Topics covered in this chapter include a Enter Configured Orders on page 6 2 Enter Configured Orders 6 1 Enter Configured Orders This chapter describes entering and configuring sales orders and provides a detailed description of the workflow for processing configured orders It also describes the Match an
78. lly reserved against the sales order when you complete the assembly from WIP Perform an Assembly Return When you perform assembly return from WIP on a work order 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 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 the 9 4 Oracle Configure to Order Implementation Manual Discrete Manufacturing 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 Ina 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 configu
79. ls you will procure and assign it the assignment set specified in MRP default sourcing assignment set profile 3 Forecast Model Demand Forecast demand for the ATO model All Yes components and option classes should have their forecast control set to none if you intend to buy the model configuration 4 Yes Master Schedule the Top Master Schedule your Top ATO model model 5 Enter Sales Order Enter sales orders for models with options Yes 6 Check ATP Book and Perform group ATP based on planning Yes Schedule the Order output to back off the lead time of the model for a promise date 7 AutoCreate Configuration Automatically generate a new item number Yes Items bill and routing for all non phantom models in the configuration structure The BOM and routing are created in the receiving organization The final configured assembly item is linked to the sales order 8 Yes Plan configuration supply Use advanced planning to generate and implement planned orders your purchased configurations 9 Yes Execute Supply Chain Plan Generate requisition and purchase order for the configuration item Receive it into stock and reserve it to the sales order 10 Yes Reserve configured item to Prior to pick release you will need to reserve sales order the configured item to the sales order 1 12 Oracle Configure to Order Implementation Manual Overview of Oracle Configure to Order ATO Name Description 11 Pick Release
80. lti segment item number It will cause 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 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 Option 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 Operation Sequence Level Item Item Type Op Seq Inherited a2 Laptop ATO Model Computer 3 CPU Option Class 30 Retains 30 4 Pentium I Option 1 Inherits 30 4 486 Processor Option 1 Inherits 30 hag Monitor Option Class 40 Retains 40 4 VGA Optio
81. mbled 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 1 in Chpater 1 The Selected column indicates the option selection during order entry Level Item Item Type Optional Selected 1 Laptop Computer ATO Model No Yes va CPU ATO Option Class No Yes 3 Pentium I Purchased Yes 3 Pentium II Purchased Yes Yes bad Monitor ATO Model No Yes phantom 8 VGA ATO Option Class Yes Yes 4 VGA Manual Purchased Item No 4 VGA1 Purchased Item Yes Yes 4 VGA2 Purchased Item Yes iS EGA ATO Option Class Yes 4 EGA1 Product Yes 4 EGA2 Product Yes 3 Monitor Manual Purchased Item No The following table shows the configuration bill of material Notice that the configuration BOM looks like a single level bill with models and option classes as components Create Configuration Items 8 5 Configuration BOM Level Item Item Type Optional Selected 1 Laptop ATO Item No Yes Computer 001 Configuration wid Laptop Computer ATO Model ind CPU ATO Option Class No Yes snd Pentium II Purchased Yes Yes be 2 Monitor ATO Mode
82. me calculation activity from the workflow if you do not want to perform lead time calculations Preconfiguring Items You can 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 You are able to pre configure multi level structures within BOM in a manner similar to that done in Order Management The configurator will use 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 Create Configuration Items 8 9 Preconfiguring Items are chosen the sourcing rules on the models will be used to determine the organizations in which to create the BOM and Routings This process will match to existing configurations if the BOM Match to existing configuration profile is set to Yes 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 anew configuration for the new item If you choose to use the match no BOM will be created for the current item If you choose to create a new configuration for the new item the n
83. n 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 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 ATP enabled plans in all sourcing organizations Any sourcing rules and assignments on models will be ignored if this profile is not set Setup 2 7 Profiles 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 Order Management User s Guide for more information on the options window OM Included Item Freeze Method Controls when PTO included items are displayed in Order Management Values are Entry Booking and Shipping OM Reservation Time Fen
84. n Class 1 Inherits 40 5 VGA Manual Included 1 Inherits 40 Ttem 2 6 Oracle Configure to Order Implementation Manual Profiles 5 VGA1 Option 1 Inherits 40 5 VGA2 Option 1 Inherits 40 BOM Perform Lead Time Calculations In a discrete manufacturing environment you have the option to calculate the lead time for the configured item when you run AutoCreate Configurations concurrent program The value of this profile defaults to the Perform Lead Time Calculations parameter of AutoCreate Configurations concurrent program The list of values is Yes or No Lead time is not calculated if the configuration item has a flow routing regardless of this profile BOM Model Item Access Indicates whether a holder of this responsibility can define and update bills of material for model and option class items BOM Configurator URL In order to pre configure items using BOM this profile must be set to the proper URL for the configurator in your instance For more information on pre configuring an item please see Chapter 8 Preconfiguring Items 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 chai
85. n Item Delimiter 2 5 Configuration Item Type 2 6 Inherit Option Class Operation Sequence Number 2 6 Match to Existing Configurations 2 5 Perform Lead Time Calculations 2 7 Use Custom Match Function 2 5 BOM Attributes 3 4 BOM Parameters 2 2 C Check ATP Item Attribute 7 2 Common Model Routing to Option Classes 3 6 Index Complete an Assembly 9 4 9 9 Configuration BOM 8 5 Configuration Item Cost Rollup 8 8 Configuration Lead Time Calculation 8 7 Configuration Line Workflow 13 3 Configuration Routing 8 7 Create Final Assembly Flow Schedules 9 7 Create Final Assembly Work Orders 9 2 Customize the Order Processing Workflow 13 2 D Deactivate Configuration Items 14 2 Definitions 1 3 De link Configuration Item 6 7 Derived Sales Order Demand 4 3 Discrete Manufacturing 3 7 E Entering Configured Orders 6 2 Exploded Forecast Demand 4 2 F Feature Highlight 1 14 Flow Manufacturing 3 9 9 7 Forecast Consumption 4 5 Forecast Control 4 2 Forecast Explosion 4 3 G Group ATP for Configurations 7 3 Index 1 H Hybrid 1 4 Independent Forecast Demand 4 2 Integration 1 16 Item Attribute 11 2 Items Setup 3 2 L Link Configuration Item 6 8 Model and Option Class Bills of Material 3 4 Model and Option Class Routing 3 5 Model Bills of Material 3 4 O Option Class Bills of Material 3 4 Option Dependent Event 3 9 Option Dependent Routi
86. n Manual Overview of Oracle Configure to Order example with the lower level production supply being replaced by a purchased supply 1 amp 2 Setup Product Structure Sourcing Rules and Order Environment 3 Forecast Model Demand in Shipping Org 5 Enter Sales Order 6 ATP Schedule Sales Order Planned Orders Master Schedule 12 Purge Configuration Items 7 AutoCreate Configuration Items Sales Orders Demand 10 Reserve on Hand to Sales Order Recieve Configuration lem Create PO Inventory Balances Transactions 11 Pick Release Ship Configurations Inventory Interface 9 Execute Supply Chain Plan Release planned requistions Create rquisition Overview of Configure to Order Implementation 1 11 Overview of Oracle Configure to Order ATO Name Description 1 Yes Define Model and Option Class Bills of Material and optionally routings Define single or multilevel model and option 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 2 Yes Set up sourcing rules Define a buy type sourcing rule for the mode
87. n is transferred to the purchase order created for the item and then to inventory upon receipt Valid only if the ATO item has a buy type sourcing rule in the shipping org Oracle Purchasing 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 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 Typically used to create supply for short term demand in a procure to order environment 9 12 Oracle Configure to Order Implementation Manual Purchasing 2 Progress Order action from Sales Order Pad Valid only for ATO items ordered directly in OM not for configurations generated from Models Valid only if the ATO item has a buy type sourcing rule in the shipping organization From the Sales Order Pad in Order Management you can invoke Progress Order from Create Supply Eligible I the ATO item has Buy Sourcing rules a record will be created in the req import tables Requisition when created is reserved to the sales order This option can only be Oracle Order used if your ATO item M A anagement ha
88. nce 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 offerred 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 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
89. ng Steps 3 7 Order Line Statuses 6 6 Ordering Configurations 1 15 Organization when deactivating configuration items 14 4 Overview of Oracle Configure to Order 1 3 P Perform an Assembly Return 9 4 9 9 Perform Match 6 3 Pick Release and Ship Confirm 11 2 Pick to Order Item 1 3 Pick to Order Model 1 3 Planning Configurations 1 14 preface heading PH PrefaceHead ix PT PrefaceTitle ix Process Description 8 2 Process Flow 1 4 Index 2 Processing Constraints 12 5 12 6 Product Definition 1 14 Production Relief 5 3 Profiles 2 5 PT PrefaceTitle ix Q QP Item Validation Organization 2 7 R Release 11i Order Management Overview 6 2 Reserve Supply 10 2 Resource Capacity 7 3 S Sales Order Demand 4 3 Sales Order Pad Action Button Progress Order 8 9 Seeded Workflow 6 4 Setup Parameters 2 2 Shipment Relief 5 4 Shipped number of days ago 14 4 T Transfer Reservation from One Sales Order to Another 9 5 9 9 V Viewing Selected Options 6 2 W WIP Parameter 2 2 Work Order Reservation 9 4 Workflow Activities for ATO Item 6 6 Workflow Activities for ATO Model 6 5 Workflow for Configured Orders 6 4 Workflow vs Order Cycle 6 4
90. nner s Workbench Advanced planning can be run periodically to create planned purchase requisitions based on sales orders for configured product From the Planner s Workbench you can release planned orders to requisitions for configurations The requistion is not reserved to sales order Advanced Planning must be used to generate purchase requisitions for the configured item from sales order demand Details of the configuration are communicated via text attachments to the PO 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 Oracle Advanced Planning and Scheduling Oracle Purchasing Supply Unique Configurations 9 11 Purchasing 2 AutoCreate Req concurrent program Valid only for ATO items ordered directly in OM not for configurations generated from Models Valid only if the ATO item has a buy type sourcing rule in the shipping org This is a concurrent program that you can launch from Bill of Material menu It can be run at any frequency you specify to put a record in the req import tables Requisition when created is reserved to your sales order The reservatio
91. o order and pick to order item when forecasting and master scheduling models and options Independent Forecast Demand Independent forecast demand is demand that you place for an item by directly entering forecasts for the item rather than exploding forecast to the item If you forecast demand directly for an item then set Forecast Control to Consume Exploded Dependent Forecast Demand The forecast explosion process generates the exploded forecast demand for an item by collecting the forecasted demand for all the components in the item s bill of material You typically generate exploded forecast demand for items such as option classes and options whose demand is directly related to or derived from the bill of material structure for other items 4 2 Oracle Configure to Order Implementation Manual Forecast Models and Options If you 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 Note if you are purchasing the model the forecast control on all option classes and options should be none If you forecast demand for an item directly and you explode forecast demand to the item also set Forecast Control to Consume and derive Sales Order Demand Sales order demand is demand that you place when your customers order configurations As your customers order configurations Order Management can automatically place sales order d
92. odel through create configuration process to have the system find a match or generate a new configuration item id 6 8 Oracle Configure to Order Implementation Manual l Check ATP Topics covered in this chapter include a Check ATP on page 7 2 a Multi level multi org using the Global ATP Server on page 7 6 Check ATP 7 1 Check ATP Check ATP Using Order Management or the Configurator you can promise ship dates for configurations based on Available to Promise ATP Capable to Promise CTP information for key components ATP functionality for configurations is discussed here Setup The following are the key attributes you need to be aware of for performing ATP CTP check on an item Check ATP Item Attribute This item attribute indicates what kind of ATP check you want to perform at the level of this item or higher Settings include None No need to check ATP at this level Materials Only Check material availability for this item at this level Resource Only Check availability of the resources required to assemble this item Material and Resource Check both material and transportation resource availability for this item The typical setting for a model or option class is None ATP Components Item Attribute The ATP Component Flag indicates what kind of ATP check you want to perform at the component level ATP Component flag tells the system to check to see if its components are set for ATP None
93. of the order quantity This activity will not be accessible from the sales order pad if supply Discrete job Flow Schedule Inventory reservations has been created for this any part of this order line 9 8 Oracle Configure to Order Implementation Manual Flow Manufacturing Implementation Method Description Consideration Reference Material 3 Feeder Valid in a multi level single Sub assemblies are Line organization environment only scheduled to complete just Synchronizat Creates Hor schedules tot when they are required for ion the parent assembly configured and non configured sub assemblies based on the flow schedule for the parent item Enables a single organization flow manufacturing company to produce multi level configurations to order without running planning Flow Schedules and Order References Flow schedules that are created from sales orders are referenced not reserved to the sales order This means you can see the order number and order line on the flow schedule but you will NOT see the flow schedule number in the reservations form accessible from Order Management or Inventory 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 ona flow sc
94. of Material An ATO model bill lists the option classes options and standard items that exist for amodel 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 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 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 included anytime you choose an option from that option class or a lower level option class BOM Attributes The following BOM a
95. ommoned 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 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 operations on the Model BOM Model Items Bills and Routing 3 7 Discrete Manufacturing In this example Oracle Manufacturing automatically includes Operation Sequence 25 in any configuration containing a Pentium II since the Pentium II option in the bill references step 25 This routing step can also add to the standard cost for configurations with the Pentium II 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 for all items in the model structure with an operation sequence defaulted to 1 You should maintain a routing
96. on setting up configuration rules please See Oracle Configurator User s Guide 3 12 Oracle Configure to Order Implementation Manual 4 Forecast Models and Options Topics covered in this chapter include a Forecast Models and Options on page 4 2 Forecast Models and Options 4 1 Forecast Models and Options Forecast Models and Options Oracle Master Scheduling MRP lets you define and maintain forecasts for any item at any level on your bills of material You can forecast demand for products directly or forecast product families and explode forecasts to individual products through planning bills 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 Note In a multi level multi organization environment Advanced Planning must be used for forecasting Please see the CTO Enhancements section in the Oracle Advanced Supply Chain Plan ning Oracle Risk Optimization and Oracle Global Order Promis ing users guide for more information Forecast Control Forecast Control Use the Forecast Control item attribute to tell Master Scheduling MRP the types of demand that you place for models option classes options and mandatory components Master Scheduling MRP uses the Forecast Control value you assign to each assemble t
97. on 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 a purchase order purchase requisition or discrete job is created for a member of a product family the MPS is relieved for the member items as well as the product family 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 Master Schedule Models and Options 5 3 Shipment Relief 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 anticipated demand by the sales order quantity to avoid overstating demand Master Schedu
98. ons Master Schedule Models 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 product families and mandatory components You can create master production schedules to load forecasts and sales orders into a master demand schedule You can then use the master demand schedule to drive the planning process 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 The Shipment and Production Reliefs for product families prevents the duplication of supply demand and keeps the supply demand for the product family in sync with those of the member items Note In a multi level multi organization environment Advanced Planning tools must be used for master scheduling Please see the CTO Enhancements section in the Oracle Advanced Supply Chain Planning Oracle Risk Optimization and Oracle Global Order Promising users guide for more information 5 2 Oracle Configure to Order Implementation Manual Production Relief Production Relief 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 requisiti
99. or more information on the use of this attribute for standard items please 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 Ina multi level multi org 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 Sourcing Item Validation Manufacturin Item Master Org Receiving Org g Org Org BOM Complete None if entire Model and None Multi level configurationis option class BOM often made in house bills sourced common to the c from omplete ae primary retar organization manufacturing configuration organization for each level Model and Option Class Routing Routings should be set up in the appropriate manufacturing organizations Oracle Bills of Material supports both discrete and flow manufacturing When buying Model Items Bills and Routing 3 5 Model and Option Class Routing configurations you can set up routings in the receiving organization if you want to communicate configured routing details to your supplier Common Model Routing to Option Classes The routing for your model should include all steps that any configuration might require You can then establish option class routings by referencing the model routing as a common routing
100. organization itself In multi organization you will be able to create production supply in the shipping organization only if the final assembly is manufactured in that organization If the shipping organization does not manufacture the final assembly use advanced planning to recommend supply 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 Flow 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 final assembly item of the active configuration order line Overview of Configure to Order Implementation 1 9 Overview of Oracle Configure to Order ATO PTO Name Description Yes Plan lower level In a Multi level single organization environment configuration supply Discrete Use advanced planning to generate and implement planned orders for lower level configurations Flow Use Feeder Line Synchronization to synchronize lower level configuration schedules to your top level configuration schedule In a multi organization environment Use advanced planning to generate and implement planned orders across your supply ch
101. r or the OM Options Window See Chapter 2 Profiles for more information on the the profile option that controls this behavior View Selected Options Whether you use Oracle Configurator or the OM 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 However you can not 6 2 Oracle Configure to Order Implementation Manual modify the selections from the Sales Order Pad Instead you must re open the configurator or the options window to make your changes Note If the order was originally configured using Oracle Configu rator whether in iStore or in OM 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 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 Ina multi level configured environment if a match is not found for the complete multi level configuration an attempt is made to find a match for any lower level configurations If a match is found only for a lower level configurations a new
102. ration item is a line workflow that works only with ATO configuration items a Line Flow ATO Item is a line workflow that works only with ATO Items Itisa 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 Workflow Activities for ATO Model The following are the main workflow activities for an ATO Model order line Enter Schedule a Create Configuration Item includes creation of BOM Routing a Invoice Workflow Activities for ATO Configuration Items The following are the main workflow activities for an ATO configuration item order line Enter Schedule a Calculate Lead Time a Cost Rollup Create Supply Work order or flow schedule Shipping a Fullfillment a Invoice Enter Configured Orders 6 5 Please see Chapter 2 for details on the setup required for a Configuration Line Workflow assignment Workflow Activities for ATO Item Following are the main workflow activities for an ATO item order line Enter Schedule Create Supply work order flow schedule or requsition Ship a Invoice ATO Model Line vs Configuration Item Line Once a configuration item is created for an ATO model order line Order Management creates a new order line for the conf
103. rder changes Chapter 13 discusses customizing the order processing workflow Chapter 14 discusses deactivating configuration items Assumptions This implementation manual combined with the user s guides listed in the section Other Information Sources should provide you with all the information needed to implement Oracle Configure to Order It also assumes you are familiar with the following Oracle Applications Oracle Advanced Planning and Scheduling a Oracle BOM ENG a Oracle Inventory a Oracle Order Management a Oracle Planning a Oracle Purchasing a Oracle Work In Process If you have never used these products we suggest you attend one or more of the Oracle training classes available through Oracle University For more information about Oracle Configure To Order and Oracle training see Other Information Sources Do Not Use Database Tools to Modify Oracle Applications Data Because Oracle Applications tables are interrelated any change you make using Oracle Applications can update many tables at once But when you modify Oracle Applications data using anything 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 Application
104. rder 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 1 6 Oracle Configure to Order Implementation Manual Overview of Oracle Configure to Order ATO PTO Name Description Yes Complete Production Complete configuration item to inventory The work in process reservation or flow schedule reference is automatically converted into an inventory reservation 9 Yes Yes Pick Release and Ship Pick Release all configuration sales orders Configuration Orders 10 Yes Deactivate Configuration Deactivate auto generated configuration Items item numbers whose orders are complete more than x days ago The following diagram illustrates the flow of a single level single org assemble to order sales order Each numbered step will be explained in detail in the following chapters 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 Overview of Configure
105. reating custom reports on flexfields data Oracle Applications Installation Manual for Windows Clients This guide provides information you need to successfully install Oracle Financials Oracle Public Sector Financials Oracle Manufacturing or Oracle Human Resources in your specific hardware and operating system software environment Oracle Applications Product Update Notes If you are upgrading your Oracle Applications refer to the product update notes appropriate to your update and product s to see summaries of new features as well as changes to database objects profile options and seed data added for each new release Oracle Applications Upgrade Preparation Manual This guide explains how to prepare your Oracle Applications products for an upgrade It also contains information on completing the upgrade procedure for each product Refer to this manual and the Oracle Applications Installation Manual when you plan to upgrade your products Oracle Applications System Administrator s Guide This manual provides planning and reference information for the Configure To Orderg System Administrator Other Sources Training We offer a complete set of formal training courses to help you and your staff master Oracle Configure To Order and reach full productivity quickly We organize these courses into functional learning paths so you take only those courses appropriate to your job or area of responsibility You have a choice of educationa
106. red 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 work 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 work 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 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 A generic process flow describing this is presented in Chapter 1 Supply Unique Configurations 9 5 Discrete Manufacturing 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
107. reservation exists Send Notification only if Change Always Send Notification Reservation Flow Schedule exists Schedule Ship Date Yes no change to reservation Request Yes no change to reservation Date Scheduled Arrival Date Order Line Quantity Yes decrease reservation if qty decreases Cancellation Yes remove reservation Configuration Yes remove reservation Change Manual De link of Yes remove reservation Config Item For multi level or multi organization configurations and make type ATO items A notification of the changes will always be sent whether or not a reservation exists for the top level configuration or ATO Item Send Notification only if Change Always Send Notification Reservation Flow Schedule exists Schedule Ship Date Yes no change to reservation Request Yes no change to Date Scheduled reservation Arrival Date Order Line Quantity Yes decrease reservation if qty decreases Cancellation Yes remove reservation Order Changes 12 3 Order Changes Send Notification only if Change Always Send Notification Reservation Flow Schedule exists Configuration Yes remove reservation Change Manual De link of Yes remove reservation Config Item Note that these changes could cause data inconsistency between Order Management and WIP if action is not taken by the planner to update associated WIP jobs or flow schedules A notification of the chan
108. rocessor attributes Descriptive Descriptive Element Item Catalog Group Element Name Value Laptop Personal Computers Processor Type Computer Pentium I Processors Processor Type Slow Pentium II Processors Processor Type Fast Windows Operating 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 3 10 Oracle Configure to Order Implementation Manual Cataloging Configurations must specify descriptive elements for each model and option class bill An example of a concatenated description might be Pentium II Windows Item Item Type Element Name CPU Option Class Processor Type Operating System Option Class OS Model Items Bills and Routing 3 11 Configuration Rules Configuration Rules Configuration rules will be defined in Oracle Configurator Developer For more information
109. rovides detailed description on how to setup and use Global ATP Server for order promising 7 6 Oracle Configure to Order Implementation Manual 8 Create Configuration Items Topics covered in this chapter include a Create Configuration Items on page 8 2 Configuration BOM on page 8 5 Configuration Routing on page 8 7 Configuration Lead Time Calculation on page 8 7 Configuration Item Cost Rollup on page 8 8 a Batch vs Online Mode on page 8 8 Create Configuration Items 8 1 Create Configuration Items 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 If a model is sourced its corresponding configuration item will be enabled in both sourcing and receiving organization in addition to the item master validation organizations The bill of material and routing will be created in the sourcing organization You can also establish the cost and lead time for these configuration items This chapter explains in detail the process of creating configuration items Process Description Creating configuration items for an ATO model order line completes the following tasks Creation of a configuration item Creation of configuration bill of material based on the model bill of material Creation of configuration routing based on the model routing Link the
110. rs different operating systems different networks and even different database management systems into a single unified computing and information resource Oracle is the world s leading supplier of software for information management and the world s second largest software company Oracle offers its database tools and applications products along with related consulting education and support services in over 140 countries around the world Preface xvii xviii Thank You Thank you for using Oracle Flow Manufacturing and this implementation guide We value your comments and feedback At the end of this guide is a Reader s Comment Form you can use to explain what you like or dislike about Oracle Flow Manufacturing or this implementation manual Mail your comments to the following address or call us directly at 650 506 7000 Oracle Applications Documentation Manager Oracle Corporation 500 Oracle Parkway Redwood Shores CA 94065 U S A Or send electronic mail to appsdoc us oracle com 1 Overview of Configure to Order Implementation Topics covered in this chapter include a Overview of Oracle Configure to Order on page 1 3 a Feature Highlight on page 1 14 a Examples Used in This Manual on page 1 17 Overview of Configure to Order Implementation 1 1 Overview Overview This Oracle Configure to Order Implementation Manual contains current information about how Oracle ERP products support configur
111. s automatically checks that your changes are valid Oracle Applications also keeps track 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 Consequently we STRONGLY RECOMMEND that you never use SQL Plus or any other tool to modify Oracle Applications data unless otherwise instructed Other Information Sources Here are some other ways you can increase your knowledge and understanding of Oracle Configure To Order Online Documentation All Oracle Applications documentation is available online on CD ROM except for technical reference manuals There are two online formats HyperText Markup Language HTML and Adobe Acrobat PDF All user s guides are available in HTML Acrobat and paper Technical reference manuals are available in paper only Other documentation is available in Acrobat and paper The content of the documentation does not differ from format to format There may be slight differences due to publication standards but such differences do not affect content For example page numbers and screen shots are not included in HTML The HTML documentation is available from all Oracle Applications windows Each window is programmed to start your web browser and open a specific context sensitive section Once an
112. s a buy type sourcing rule User s Guide Need to manually progress the order in Order Management one at time 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 Import 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 Requisition and Purchase Order Reservation If you use method 2 amp 3 see above to create the requisition for and ATO item 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 1 you cannot reserve the material to the sales order until receipt into inventory Supply Unique Configurations 9 13 Purchasing Receive an Assembly When a purchase order has been reserved to the sales order the ATO item will be automatically reserved against the sales order when you receive the purchase order 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 autom
113. sed is discrete routing Autocreate Req No Not required if ATO models and ATO items are never purchased 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 Customize the Order Processing Workflow 13 3 Customize the Order Processing Workflow ATO Item Line Workflow Activity Mandatory Comments Enter Line Yes Schedule Line Yes Create Supply Order Eligible Yes 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 Wait for PO Receipt No Not required if ATO models and ATO items are never purchased Ship Line Yes Fulfill Line Yes Block activities cannot be added inside the Create Supply Order process 13 4 Oracle Configure to Order Implementation Manual 14 Deactivate Configuration Items This
114. t up Considerations in a Multi level Multi organization scenario Planning Set up Considerations in a Multi level Multi organization scenario APS must be used in a multi level or multi organization environment ATP Considerations a All models and their components must be assigned to an ATP enabled plan that is associated with the default sourcing assignment set a Use a forecast set as the demand schedule for the plan Plans based on MDS are not supported for multi level or multi organization configurations A Full or Net change collection must be run if there is a change in Items BOMs supply or sourcing rules even if the items changed are not ATPable a Planning must be re run after each collection Forecast for models should be set up in the manufacturing organization For multilevel multi organization structures planned orders will consume the forecast in the manufacturing organization in line Forecasts in the distribution organization will not be consumed a For more information on Planning in a multi level multi org environment please see the APS users guide section CTO enhancements BOM Considerations 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 If the supply type is set to phantom no configuration item will be created during autocreate config and the model and al
115. tem ATO Item For ATO Item order line there is one processing constraint remaining 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 Order Changes 12 5 Re instituting Prior Processing Constraints Re instituting Prior Processing Constraints Prior to 111 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 Increasing Decreasing quantity Updating schedule ship date a Modifying selected options add or delete options a 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 a Increasing Decreasing quantity Updating schedule ship date a Canceling line After ship notified of the ATO item these actions were not allowed Updating scheduled ship date Updating ord
116. 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 Reference Manuals Oracle Technical Reference Manuals Each technical reference manual contains database diagrams and a detailed description of database tables forms reports and programs for a specific Oracle Applications product This information helps you convert data from your existing applications integrate Oracle Applications data with non Oracle applications and write custom reports for Oracle Applications products You can order a technical reference manual for any Oracle Applications product you have licensed Oracle Manufacturing Distribution Sales and Service Open Interfaces Manual This manual contains up to date information about integrating with other Oracle Manufacturing applications and with your other systems This documentation includes open interfaces found in Oracle Manufacturing Oracle Applications Message Reference Manual This manual describes all Oracle Applications messag
117. ttributes are important for model or option class bills of material 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 Check ATP This attribute is used by Order Management to determine whether to perform ATP check on this item The value is defaulted from Check ATP item attribute of the item See Check ATP chapter for more detail 3 4 Oracle Configure to Order Implementation Manual Model and Option Class Routing 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 you are required to select the option from the option class bill of material during configuration a Mutually Exclusive The Mutually Exclusive attribute is only applicable 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 a Planning Percent Planning percent is used in forecast explosion The planning percent for mandatory components is default to 100 You can enter a planning percent for all the optional items and it can exceed 100 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 subassembly for which a configuration item and supply order needs to be created F
118. uct family allocation percentage in relation to the existing sales order quantity You can associate alternate bills of material to multiple forecasts for the same item This lets you explode the same forecast using different components usages and planning percents You explode forecasts using the Load Forecasts or Load Master Schedules forms by choosing the Explode Forecasts option when loading a forecast into another forecast or a master schedule The following table shows how forecast explosion explodes a forecast for 100 Laptop computers Notice that forecast is only exploded to items where you have set Forecast Control to Consume and derive Level Item BOM Item Type Forecast Control Optional Plan Forecast Sales Order 2 Laptop Computer Model Consume No 100 Eee Carrying Case Standard Consume and derive No 100 100 3 Keyboard Standard Consume and derive 100 100 aa sa CPU Option Class Consume and derive 100 100 A Pentium I 4 Pentium II Standard Standard Consume and derive Consume and derive Yes Yes 65 35 65 35 eed Monitor Option Class Consume and derive 100 100 A VGA Option Class Consume and derive Yes 70 70 4 4 Oracle Configure to Order Implementation Manual Forecast Models and Options Forecast Level Item BOM Item Type
119. uested a shipment on 2 5 Order Management would offset that ship date to compute a requested availability date for components then perform a group ATP check for all Check ATP components simultaneously The table below illustrates sample results of a group ATP check It includes all components from the previous table that would be included in the selected 7 4 Oracle Configure to Order Implementation Manual Check ATP configuration and whose Check ATP attribute is Yes In this case the requested date for components is offset to 2 1 four days before the requested ship date because of manufacturing lead time The group ATP check found that theVGA Manual is the latest available component so the ship date for the entire configuration would be set to 2 2 plus the four day offset for manufacturing lead time The group availability date for the configuration is 2 6 Note The manufacturing lead time equals the model fixed lead time plus the model quantity times the variable lead time Requested ATP Level Item Type Qty Date Date 4 Pentium II Purchased Item 1 2 1 1 28 5 VGA Manual Purchased Item 1 2 1 2 2 4 Monitor Purchased Item 1 2 1 2 1 Manual Check ATP 7 5 Multi level multi org using the Global ATP Server Multi level multi org using the Global ATP Server Oracle Global ATP Server supports distributed order promising in addition to centralized order promising It offers multi
120. uration Items process needs to be run in all organizations No material 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 for a configured item include WIP Sales Orders and Internal Orders transactions Material transactions will be checked only in the organization in which the program is run 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 Does not have 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 Deactivate Configuration Items 14 3 Deactivate Configuration Items Order Purge In Release 11i 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 You can run the Deactivate Configuration Items concurrent program to automatically deactivate all configuration items that h
121. view of Oracle Configure to Order ATO PTO Name Description 1 Yes Yes Define Model and Option Define model and option class bills and Class Bills of Material and routings optional to control order optionally routings management master scheduling MRP work in process and costing 2 Yes No Forecast Model Option Forecast demand for model options or both Demand Explode forecasts through planning bills to models and or options 3 Yes No Master Schedule Models and Master schedule ATO models options or Options both 4 Yes Yes Enter Sales Order Enter sales orders for models with options 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 Configuration Automatically generate a new item number Items bill and routing for each new sales order and assign new item 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 Supply Discrete Autocreate Final Assembly Orders automatically opens a discrete job for each new ATO configuration order These work in process jobs are reserved to the sales orders Flow Use the line scheduling workbench to schedule your line based on sales orders The sales o
122. y section of the HTML documentation is open you can navigate freely throughout all Oracle Applications documentation The HTML documentation also ships with Oracle Information Navigator if your national language supports this tool which enables you to search for words and phrases throughout the documentation set Preface xi xii Related User s Guides Configure To Order shares business and setup information with other Oracle Applications products Therefore you may want to refer to other user s guides when you set up and use Oracle Configure To Order If you do not have the hardcopy versions of these manuals you can read them online using the Applications Library icon or Help menu command 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 Configure 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

Oracle Configure To Order Implementation Manual

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