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An Oracle White Paper August 2001
The Corrections form allows the user to create new lines and/or change or delete existing lines in the interface tables. You have several options choices to make including the interior and exterior color. Order Import will let you import valid as well as invalid configurations. etc. whether the transmission is standard or automatic. Order Management allows you to select the options when the order is entered. For instance. This information can then be changed on the sales order pad and processed using the standard OM workflows. This ensures that the configuration conforms to the BOM rules and the Configurator rules. this information is used to communicate the structure of the configuration or how the items are related to each other. For example. This means that you can define an item with options. INTRODUCTION Within Oracle Order Management. You might want to do this if you are taking orders in another system and then loading them into Oracle Order Management for fulfillment or billing. you need to know which option class it is associated with.) there is some required information that is specific to models. The importing process uses the Process Order API to validate the model-specific attributes in order to successfully import the configurations into Order Management. and allow the user to select the options at the time of order entry.) If you simply pick the selected options from a warehouse the process is called Pick to Order (PTO.” To use this information in building the car. However.) Order import is a facility which allows you to enter orders in “batch” mode. If you use the selected options to drive manufacturing this process is called Assemble to Order (ATO. if the model exists in Oracle Configurator. Importing Configurations Page 1 . The car would be built differently if it is a selection for the “Exterior Color” option class as opposed to the “Interior Color” option class. You might be interested in buying a Volvo C70. You will also want to do this for orders that come directly from your customer through EDI. In Order Management. and then possibly drive the manufacturing process based on those selected options.Importing Configurations EXECUTIVE OVERVIEW Oracle Order Management supports all the business processes required for configurations. Order Import is the process which is used to import configurations into the order management tables. consider an automobile. you will not be allowed to book orders with invalid configurations. Order Import provides the ability to import Assemble-To-Order and Pick-To-Order (PTO) configurations. As part of the import process the selected configuration options are validated. one of the selected options for an automobile might be a color “Black. In addition to the information required to import an order line for a standard item (such as item number and quantity. In general. These model-specific attributes must be loaded into the order import interface tables using SQL or typed into the order import Error Corrections form prior to importing.
A non-mandatory item component in an option class or model bill of material. An example is given at the end of this paper of importing an ATO model and viewing the resulting sales order lines.A type of configurable model where the selected options and included items appear on pick slips and order pickers gather the options when they ship the order. Mandatory Components . Model . the model.A group of related option items. Assemble To Order (ATO) Model . In the previous example. Option Class . indicating that it ships whenever an order that includes its parent item is shipped. and raw materials that go into a parent assembly or product configuration.Once the import process has run. MODEL TYPES Importing Configurations Page 2 . Usually refers to components in the PTO model. Usually refers to the components in the ATO model. parts. order cycles performed this function. Option Item .A type of configurable model where the selected options and standard mandatory components in the model go into the build process to create a single shippable item (called the configuration item).A listing of all the subassemblies. In Oracle Order Entry release 11 and prior. classes and/or options will populate the order management tables and the configuration will proceed through the common workflow activities for configurations. This example shows the information required to import a configuration.an open interface that lets you create sales orders by capturing and validating order data from external systems (Oracle and non-Oracle systems).A component in a bill of material that is not optional. Alternative to manufacturing the parent item on a work order and then shipping it. A configuration item goes through the manufacturing process cycle. TERMINOLOGY Understanding the following terms will help you understand configurations and order import in OM. A key difference is that with workflow each line type can have its own distinct cycle (workflow). An option class is orderable only within a model. In the previous example. Workflow provides the automatic coordination of parent and child processes needed for configurations.An item that corresponds to a base model and a specific list of options chosen by the customer.An item whose bill of material lists options and option classes available when you place an order for the model. Pick to Order (PTO) Model . Configuration Item . the Volvo C70 was the model. and is a shippable item.the mechanism that controls the processing of sales orders and lines. Order and Line Workflow . the transmission type was an option class with two mutually exclusive options of standard and automatic.A mandatory standard item in a bill of material that is shippable. Order Import . Included Item . It shows the quantity of each part required to make an assembly. Bill of Material . All models and option classes must have a bill of material.
They can not be imported. options. you must include an item identifier to specify the item and you must specify the quantity. Optionally you can import lines for the option classes. 4. Two additional fields are required for importing a model line: • Item Type . Models. These are used to build the configuration item. please refer to the Order Management Open Interfaces manual. One additional field is required for all option classes and options. If you need more information about order import. they are added automatically when the BOM is exploded. 1. and only describes the additional information that is required for importing configurations.The field item_type_code must have the value of MODEL for the model line. For example. 2. This value is stored in the original_sys_line_ref field. 1. • Top Model Line Reference . PTO options can be shippable. PTO model or class. 2. options and included items. suppose for your car there is an item named “Black” which is a valid option for both the exterior color and interior color option class. You must indicate when you select “Black” whether you are selecting it as the interior color or the exterior Importing Configurations Page 3 .The model line must have a reference number which is used by the other lines in the configuration to link to the top model line. Optionally you can import lines for the option classes. configuration item and standard mandatory components. classes. It is created from the selected options.The field top_model_line_ref links the class and option lines to their associated model. • Line Reference . Included items are shipped along with a kit. These are not orderable items and they are not stored within the order lines table. 3. classes and options are priced and invoiced. Finally. Standard mandatory components are items which get exploded for manufacturing an ATO model. Included items can not be imported. classes. A configuration item is built for an ATO configuration and this configuration item is shippable. Kits behave in a similar manner to PTO’s and thus we talk about these together.There can be two types of models for configurations: • ATO Model: Includes a top level model. • PTO Model and Kits: A PTO Model includes a top level model. and no configurable options. ATO options are not shippable. ADDITIONAL FIELDS NEEDED FOR IMPORTING CONFIGURATIONS This paper assumes that you know how to import standard items using order import. If you are importing a configuration you must import lines for the model and selected options. one field is conditionally required for linking the options with the correct option class if there is ambiguity in the BOM structure. The configuration item is not imported. If you are importing a configuration you must import lines for the model and selected options. A Kit has ONLY included items. To successfully import a sales order line. It should have the value which matches the original_system_line_ref of the model.
color.Standard Option .Engine Option .Black Option . and your job is to get this information into the Order Management system so that the car can be built and delivered to the customer.Black Option . Assume the following internal item ID’s: Model .V8 Option Class .Alloy Wheels Option . EXAMPLE The following example illustrates importing a configuration and viewing the resulting sales order.Gray Option .Interior Color Option .C70 Option Class .Transmission Option . The Oracle BOM which represents the available options for a C70 looks like this: Model .The field is optionally required to resolve ambiguity in the BOM structure. The customer has many options to choose. You are the programmer for the dealership. from engine size to interior color. Suppose that they have configured their car using the web store for your dealership. • Component Code . It contains the concatenated item ID’s for the model. A customer wants to purchase a new car from Volvo.V6 Option . option classes and option so that it uniquely identifies the item and where it appears in the BOM.Navy Option .Exterior Color Option .Sun Roof The model and all the option classes and options must have been defined in MTL_SYSTEM_ITEMS before the BOM was created.Red Option Class . Each of the items has a unique item ID.Automatic Option Class .Beige Option .C70 345 Importing Configurations Page 4 .
After you run the order import concurrent program.1.1. the customer has worked with the dealer to select their options through the web store and has chosen to buy a C70 model with the following options: Option Class Engine Transmission Exterior Color Interior Color Selected Option v8 Automatic Black Beige As a programmer.1.1.Black 973 760 In this example.4 1.1.Exterior Color Option .5 Ordered Item C70 Engine V8 Transmission Automatic Exterior Color Importing Configurations Page 5 . you should see the following information in the sales order lines: Line Number 1. your program needs to take this selected information and load the following information into the interface tables: Item C70 V8 Automatic Black Beige Item Type Code MODEL Orig Sys Line Ref 182 182 182 182 182 345-973-760 Top Model Line Ref Component Code Note that you had to specify the component code for the option Black because it appears twice in the BOM .1 1. If you open the order and turn Show Line Details on from the Tools menu option.Option Class . The component code specifies the item ID’s at each level of the BOM. you can find the sales order that you imported.1 1.2 1.3 1.once as an option in the Exterior Color option class and once as an option in the Interior Color option class.
With the proper setup. then you need to define your item and BOM structure so that there is no ambiguity. with ease and accuracy.1. In the above example. you would need to define two separate items for black . and specifying the item would clearly indicate the item’s position in the BOM. you can import all types of orders.1.6 1. CONCLUSION Order Management provides a powerful and flexible tool with the Order Import open interface. This program manages many business needs by capturing and validating all types of orders from different sources. including configurations.1.8 Black Interior Color Beige Note: If you have an interface where you can’t code the logic to recognize the ambiguity and derive the Component Code. Importing Configurations Page 6 . Each of the items would appear only once in the bill of material.one for the exterior color and another for the interior color.1.7 1.
7000 Fax: +1.7200 Web: www. Copyright © Oracle Corporation 2001 All Rights Reserved . All other names may be trademarks of their respective owners.A.com This document is provided for informational purposes only and the information herein is subject to change without notice. CA 94065 U.S.oracle. Please report any errors herein to Oracle Corporation. Oracle is a registered trademark. Alok Singh Oracle Corporation World Headquarters 500 Oracle Parkway Redwood Shores. and Oracle Order Management is a trademark of Oracle corporation.650. Oracle Corporation does not provide any warranties covering and specifically disclaims any liability in connection with this document.506. Worldwide Inquiries: Phone: +1.Importing Configurations June 2001 Author: Sandy Rota Contributing Authors: Gayatri Pendse.506.650.
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