ATO Configuration Cycle In Order Management

Setup Steps
Login
User : OPERATIONS / WELCOME
Responsibility : Manufacturing and Distribution Manager

Create items
1. To setup an ATO Model a few items are needed to get a BOM minimum skeleton. Through this
example, an ATO item (parent), an option class and 3 components (purchased items) are needed.
=> Navigate to Inventory -> Items -> Master Items
Select organization :
V1 (Vision Operations)
=>Enter Item Name and Description (with XX=your initials) :
Model item name : XX AtoModel M01
Description : XX AtoModel M01
=> Go to Tools -> Copy From :
Apply the 'ATO Model' template
In the Order Management tab, check that the Assemble to Order flag (ATO) is checked.
In the General Planning tab, check the Make or Buy flag to Make.
=> Save the record, and assign the item to Organization M1.

2. Similarly create Option Class item 'XX OCModel M01' using the 'ATO Option Class' template, and the
three purchased items like 'XX PurchItem1 M01' using the Purchased item template. Assign them all to
M1.
The Option Class item has a WIP Supply Type as 'Phantom'.

Assign a sales price to the newly created items

Navigate to Pricing -> Price List-> Price List Setup. Confirm it is active.
Create a specific Price List (or query up 'Corporate' to add them to it) and go to the List Lines zone.
Click on the New button in the tool bar, enter the following information for each of the created items, then
click on Save
Product Context: Item
Product Attribute: Item Number
Product Value: XX AtoModel M01
Value: 15.5 (or any other value)
Leave other fields with default values

Create stock for the purchased items (options) for a sufficient test
quantity
Navigate to Inventory -> Transactions -> Miscellenaous Transactions
Select organization : M1 (Seattle manufacturing)
Type : Account Alias Receipt (select whatever source)
Subinventory : FloorStock (for ex.)

Create Bill Of Materials (BOMs)

The BOM to be built for the test case will be as simple as the following (Indented BOM - final result) :

Using a BOM Responsibility, you can either create the BOM in V1 Org. then copy it to M1, or to create it
in M1 Org. and make it a Common BOM.
The BOM has to exist in both the OU (Validation Org.) and the Shipping Org.
Model Routing has to be created first
Model BOM to be then created, preferably starting for the lower level
=> Navigate to BOM -> Routings -> Define
Enter the newly created ATO Model item name
Add operations 10 & 20 using (predefined) Standard Operations
Save
=> Using a BOM Responsibility, navigate to BOM -> Bill Of Materials -> Define
Enter the newly created Option Class item name
Add the components of the Option Class, here Purchased items 2 and 3 are optional
Save

Then enter the Model item name

Add the option class and the Purchased item 1 (as mandatory items)
Set the purchased item 1 having a mandatory quantity of 2
Save

=> Notice that the Option Class keeps a Supply Type as Phantom.

Testflow steps
The flow describes the steps from the ATO Sales Order creation to its closure. Make sure that the testing
user has sufficient Shipping Role/Grants to process all the WSH steps in Org. M1

Sales Order creation

Change of Responsability to : Order Management Super User, Vision Operations (USA)
Navigate to Orders,Returns -> Sales Order (or Order organizer) -> enter new S/O
Select M1 as the Warehouse (Others tab)

Go to the Lines tab and enter your model item

Item : XX AtoModel M01
Enter the line quantity

Configure the ATO model

Click on the Configurator button to open the CZ selector and to select the model options

Notice that
- the item 'XX OCModel M01' has a red star in the model tree : this to indicate that a component (at least)
of the option class is mandatory
- the Purchased item 1 does not appear as being mandatory and not an option
Select the desired components
Click on the 'done' button when finished, i.e. when the configuration is complete

=> The cursor is back to the sales order entry form and the order can be booked as the configuration is
complete :

Generate the Configured Item

=> The ATO model line workflow has now progressed to the 'Create configuration eligible' activity.

From the ATO model line, the configured (ATO item or 'star' item) is ready to be created :
Select Actions -> Progress Order
Click OK

=> This creates the configured item on line 1.1..0 :

This line WF is at 'Create Supply Order Eligible' activity :

Generate the WIP discrete job

From the configured item line, the WIP discrete job is ready to be created :
Select Actions -> Progress Order
Click OK

=> This launches a Concurrent Request process :

=> The result of the request is seen in View requests : AutoCreate Final Assembly Orders.
The output shows the WIP Discrete Job Order number for the ATO item : 98704

=> Place the cursor on the configured item line in S/O entry form, and youll check that the Reserved
Quantity = 2.
=> The Job name can be checked from the S/O entry form by using the menu options :
. Tools -> Scheduling -> Reservations Details
. The WIP job order inherits the sales order quantity of the configured item.

Progress the WIP job

It is necessary to progress the WIP discrete job up to completion in order to fulfill the reserved sales order
demand of the configured item line. Then the configured item will have some stock to be pick released
and shipped against the sales order.

=> Change to a Manufacturing/WIP responsibility to check the job number created in unreleased status in
Org. M1.
. Navigate : WIP -> Discrete Jobs -> Discrete
. Query the job number (or the configured item as the Assembly) : 98704

=> Change its status to Released and save :

The link with the Sales Order line is shown when clicking on the Sales Orders button :

=> The discrete job order is now ready to be progressed until final completion. To do this, it's required to
move the start quantity from the first routing operation (Step Queue of Operation 10) to the last one (at To
Move step of Operation 20) :
Navigate : WIP -> Move Transactions -> Move Transactions
. Query the job name (or the Assembly)
. Set the transacted quantity
. Select the From/To in the Operations zone
. Save the move transaction

Complete the WIP job

=> As the full WIP job quantity has been transferred to the last step of the last operation, it can be
completed. This will create the stock of the configured item, reserved for the particular S/O line.
. To directly set the WIP job as completed, navigate to : WIP > Material transactions > Completion
Transactions.
. Query the job number
. Select the subinventory where the stock is placed
. Set the completed quantity
. Click the 'Done' button

=> The WIP job order has now a 'complete' status and shows the completed quantity :

Pick release the configured item line

Responsibility : Order Management Super User, Vision Operations (USA)
=> At this stage, the sales order line of the Configured item is at awaiting shipping status :

=> The Line is ready to be pick released.

Navigate : Order Management -> Shipping -> Transactions

. In the Lines/LPN tab, verify that the line status is Ready to Release
. Select the Launch Pick Release option from the Actions menu
. click on the Go button
. This launches the pick release concurrent request for the delivery.

=> The delivery is now ready to be ship confirmed.

Ship confirm the configured item line

Navigate : Order Management -> Shipping -> Transactions
. (Re)Query the Sales Order
. In the Lines/LPN tab, verify that the status is Staged/Pick Released
. Confirm the Shipped quantity = Picked quantity
. Select the Delivery tab

. Select the Ship Confirm option from the Actions menu

. click on the Go button
. Keep the Ship Entered Quantities radio button checked on the Ship Confirm form
. Check the feedback message (ITS run)
. When ITS has ran fine, the cursor is back to the delivery tab of the Shipping Transactions form. The
delivery is now at Closed status.

Close the configured item line and invoicing process

=> When ITS has ran fine, the configured item line has Shipped status. The delivery status can be
retrieved from the sales order line through the Actions -> Additional line details option.