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Navigate to Order Management Super User Responsibility > Orders, Returns > Sales
Orders
In the Order Lines region, enter the ATO Model in the Ordered Items field and enter
the quantity. Click Configurator button.
Separate window opens showing the Configurator and select the classes that should
be a part of the ATO model. Use the Select box to choose the classes. Click Finish.
Configurator processes the classes that you have selected to display on the sales
order window. You will get a message indicating that the Configurator processing is
in process. Once the processing is complete, the sales orders window shows the ATO
Model information.
Navigate to WIP > Discrete Jobs and query for Job ID.
Change the Status from Unreleased to Released and Save.
Navigate to Completion Transactions window and enter the Job Number and see that
Type is WIP Completion and click Continue.
Enter the Subinventory and quantity and select the Check Box Final Completion and
click Done. This will complete the Job.
Now, you can see that the status of the Configuration item will be Awaiting
Shipping.
Now, you can Pick Release and Ship Confirm the Order as like normal sales order.
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Go to Tools in the Menu Copy From the Template: ATO Model and click Apply and
Save.
Create a bill of material for the Option Class and then for Model.
Start with the sub-class or the lowest class in the hierarchy so that once it is created
it can be included in the top models or classes.
The field Item is the item name as well as the BOM name.
Ensure that the Item Seq is in the order you want the items included in the Bill of
Material. Enter all quantities as appropriate.
Click the tab Order Management to enter if the item is optional or Mutually
Exclusive for the bill or not. Please not included items are not optional.
Go View in the Menu Requests option to view the completion of the Bill of Material.
Repeat the same steps for creating a Bill of Material for the remaining Items
Run the Create Common Bill for ATO Model
Enter Quantities for the items
Use the Miscellaneous Receipts window to create quantities for the items. You need
to enter quantities only for finished goods.
Select Miscellaneous Receipt from the Type LOV. Click Transaction Lines to view the
Type LOV.
The Miscellaneous Receipt window opens so that you can specify the Subinventory,
account and quantity for the item.
Save and exit once you have completed entering the quantity for the items.
Now, you'll be able to book sales Order for the ATO Model you have created.
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Model
An item whose bill of material lists option classes and options available when you
place an order for the model item.
Option Class
A group of related option items. An option class is orderable only within a model.
An option class can also contain included (standard) items.
Option
Assemble to Order:
Assemble to Order (ATO) Model can have option classes, options, standard items
and another ATO Models.
Pick to Order:
Pick to Order (PTO) can have option classes, options, items and another ATO/PTO
Models.
Kit:
Item Attributes Setup for CTO:Item Attributes PTO Model ATO Model Option Class
ATO Item