A SIMPLE PICK TO ORDER CONFIGURATION -- SETUP &FLOW

A Pick to Order process (PTO) is part of the Configure to Order process. In this process, all the options are finished goods that are stocked in the warehouse and there is no assembly operation involved. The PTO Model is configured on the Sales Order and the associated Options are picked and shipped.

Summarization of the Setup Steps and Flow • • • • • • • • • • Creation of Inventory Items using the relevant item templates Creation of Bill Of Materials for Option Class and the Model Inclusion of the Option Items and Model in the Price List Stocking of the option items Creation of Sales Order Configuring of the Sales Order Booking Picking & Shipping Execution of the Workflow Background Process Invoicing

SETUP STEPS A. Create Items • • Create PTO Model (PTO_MODEL_WIKI) using the PTO Model item template and assign it to organization M1 Ensure that the BOM Item type is Model in the Bills of Material tab and the Pick Components check box is checked in the Order Management tab .

Ensure that the BOM Item type is Option Class in the Bills of Material tab and the Pick Components check box is checked in the Order Management tab .• • Create PTO Option Class (PTO_OC_WIKI) using the PTO Option Class item template and assign it to organization M1.

.

query an Active Price list and add the items to the Price List and mention a value for price Navigation: Oracle Pricing Manager>Price Lists .• Create 3 Items (PTO_ITEM. Add the Items to a Price List Navigate to Oracle Pricing Manager responsibility. PTO_ITEM_1 & PTO_ITEM2) using the Finished Goods Item Template and assign it to M1 Org B.

C . Create stock for the options for a sufficient test quantity Navigation: Inventory Responsibility>Miscellaneous Transactions>Miscellaneous Receipt .

The BOM has to exist in both the OU (Validation Org.D. you can either create the BOM in V1 Org. • • Create Option Class BOM (BOM Responsibility.) and the Shipping Org. navigate to BOM > Bill Of Materials > Define) Enter the Finished Goods items (PTO_ITEM and PTO_ITEM_1) and mark them as Optional . then copy it to M1. and make it a Common BOM. Create Bill Of Materials (BOMs) Using a BOM Responsibility. or to create it in M1 Org.

• • Create BOM for the PTO Model (BOM Responsibility. navigate to BOM > Bill Of Materials > Define) Enter the Option Class created above and also an Finished Good included item(PTO_OC_WIKI and PTO_ITEM2 .

final result is as depicted below .• Indented BOM .

Creation of a Sales Order and Configuration of the PTO Model • Enter a Sales Order Header • Enter PTO_MODEL_WIKI as the Ordered Item and save the Order Line .TEST FLOW STEPS A.

Observe that the Unsatisfied Box is empty . Click on Finish to complete the Configuration .• Click on Configurator Button and select the Options • Selection of the Mandatory Options satisfies the Configuration.

Pick Release the Sales Order Navigation: Order Management>Shipping>Transactions>>Input the Order number>>Select both the Options>>Actions>Launch Pick Release . Note that the Options are in a status of Awaiting Shipping B.• • The cursor is back to the sales order entry form and the order can be booked as the configuration is complete.

The Options are in Shipped Status . Ship Confirm the Sales Order • Navigation: Order Management>Shipping>Transactions>Query the Sales Order> Navigate to Delivery Tab>>Actions>>Ship Confirm>Click OK • Navigate to Sales Order >Lines tab .C.

Run the Workflow Background Process .• The Lines are in Fulfill Deferred Status D.

Accessing the Receivables Interface .• Navigation: OM Responsibility>Requests>Run Requests • After the above program completes. the Sales Order Lines are in Closed Status E.

• • Navigation: Accounts Receivables>Control>Auto Invoice>Interface Lines> Do a F11>Enter the Order Number>Cntl F11 The Sales Order lines are now in the autoinvoice interface table. OM Order Diagnostic output The OM Order Diagnostic output for the above Test Case run is embedded below. Observe that only components marked as optional in BOM can be shown on invoice in addition to the PTO model. ready to be processed by Receivables . This can be accessed for observing the data flow Sales_Order_Data_I nfornation.html .

Sign up to vote on this title
UsefulNot useful