Assemble-To-Order (ATO) / Pick-To-Order
(PTO) Basics in Oracle Applications
Arne S. Rosen, CPIM, CIRM
Senior Principal Consultant
Summer 2003 NCOAUG Training Day
Friday, August 15th
Harper College, Palatine, IL
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Agenda
Definitions
Setup
Business Flow
– ATO Configuration
– ATO Item
– PTO Configuration
– PTO Item
– On-Hand ATO Configuration
– Preconfigured Items
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Agenda (cont.)
Configuration
– Costing
– Pricing
– Description
– Routings
– Weight and Volume
Parameters
Profiles
11.5.9
References
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Model (Model Item)
An item whose bill of material lists
option classes and options available
when you place an order for the
model item.
APICS definition is a Super Bill of
Material
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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.
An Option Class is a list of choices
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Option
An optional item component in an
option class or model bill of material.
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Assemble–to–Order (ATO)
An environment where you open a
final assembly order to assemble
items that customers order.
Assemble–to–order is also an item
attribute that you can apply to
standard, model, and option class
items.
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Assemble–to–Order (ATO) Model
A configuration you make in response
to a customer order that includes
optional items.
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Assemble–to–Order (ATO) Item
An item you make in response to a
customer order.
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Pick–to–Order (PTO)
A configure–to–order environment where
the options and included items in a model
appear on pick slips and order pickers
gather the options when they ship the
order.
Alternative to manufacturing the parent
item on a work order and then shipping it.
Pick–to–order is also an item attribute that
you can apply to standard, model, and
option class items.
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Pick–to–Order (PTO) Model
An item with an associated bill of material
with optional and included items.
At order entry, the configurator is used to
choose the optional items to include for the
order.
The order picker gets a detailed list of the
chosen options and included items to
gather as separately finished items just
before the order is shipped.
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Pick–to–Order (PTO) Item (Kit)
A predefined configuration order pickers
gather as separately finished included items
just before they ship the order. Also known
as a kit.
A kit is an item that has a standard list of
components (or included items) you ship
when you process an order for that item.
A kit is similar to a pick–to–order model
because it has shippable components, but it
has no options and you order it directly by
its item number, not using the configuration
selection screen.
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Configured, ATO, PTO Items
Configured items are Assemble to
Order (ATO) items that were created
from a model (have a base model).
ATO items have the Assemble to
Order attribute set to Yes.
Pick to Order (PTO) items have the
Pick Component attribute set to Yes.
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Hybrids
Pick–to–Order models with optional
Assemble–to–Order items
Pick–to–Order model containing
Assemble–to–Order model
Multi–Level Assemble–to–Order
Model (Multi–Level ATO
Configuration)
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BOM Item Type
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Base Model
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Assemble-to-Order
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Pick Components (Pick-to-Order)
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Ship Model Complete
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Seeded Templates
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ATO
Item Type BOM Base Assemble to Pick
Item Type Model Order Components
ATO Model Model Yes No
ATO Option Class Option Class Yes No
ATO Item Standard Yes No
Configured Item Standard Base Model Yes No
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PTO
Item Type BOM Base Assemble to Pick
Item Type Model Order Components
PTO Model Model No Yes
PTO Option Class Option Class No Yes
PTO Item Standard No Yes
Note: There is no configured item in the PTO process.
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Order Management Parameters:
Item Validation Organization
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Order Management Parameters:
Item Validation Organization
When you enter orders for models, kits,
and assemblies in Oracle Order
Management, you must define all bills of
material in your OM: Item Validation
Organization
Using common bills of material, you can
share bills of material that exist in your
manufacturing organizations with your item
validation organization.
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ATO Model Bill of Material
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PTO Model Bill of Material
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Four Implicit Configuration Rules
Optional
Mutually Exclusive
Min / Max
Quantity Cascade
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Four Implicit Configuration Rules
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Four Implicit Configuration Rules
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Shipping
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ATO Configuration Business Flow
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ATO Configuration Business Flow
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ATO Configuration Business Flow
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ATO Configuration Business Flow
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ATO Configuration Business Flow
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ATO Configuration Business Flow
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ATO Configuration Business Flow
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ATO Configuration Business Flow
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ATO Configuration Business Flow
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ATO Configuration Business Flow
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ATO Configuration Business Flow
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ATO Configuration Business Flow
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ATO Configuration Business Flow
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ATO Configuration Business Flow
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AutoCreate Configuration Items
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ATO Configuration Business Flow
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ATO Configuration Business Flow
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ATO Configuration Business Flow
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ATO Configuration Business Flow
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ATO Configuration Business Flow
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ATO Configuration Business Flow
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ATO Configuration Business Flow
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ATO Configuration Business Flow
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ATO Configuration Business Flow
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ATO Configuration Business Flow
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ATO Configuration Business Flow
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ATO Configuration Business Flow
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ATO Configuration Business Flow
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ATO Configuration Business Flow
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ATO Configuration Business Flow
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ATO Configuration Business Flow
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ATO Configuration Business Flow
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ATO Configuration Business Flow
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ATO Configuration Business Flow
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ATO Configuration Pick Pack Ship
Pick Packing Bill of Invoice
Slip Slip Lading
ATO ATO ATO ATO Any Invoice Enabled item
Configuration Item Item Item EXCEPT the ATO Item
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ATO Item Business Flow
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ATO Item Business Flow
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ATO Item Business Flow
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ATO Item Business Flow
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ATO Item Business Flow
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ATO Item Business Flow
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ATO Item Business Flow
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ATO Item Business Flow
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ATO Item Business Flow
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ATO Item Pick Pack Ship
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PTO Configuration Business Flow
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PTO Configuration Business Flow
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PTO Configuration Business Flow
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PTO Configuration Business Flow
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PTO Configuration Business Flow
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PTO Configuration Business Flow
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PTO Configuration Business Flow
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PTO Configuration Business Flow
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PTO Configuration Business Flow
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PTO Configuration Business Flow
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PTO Configuration Business Flow
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PTO Configuration Business Flow
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PTO Configuration Pick Pack Ship
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PTO Item Business Flow
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PTO Item Business Flow
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PTO Item Business Flow
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PTO Item Business Flow
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PTO Item Pick Pack Ship
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Pick Pack Ship Summary
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On-Hand ATO Configuration Business Flow
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On-Hand ATO Configuration Business Flow
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On-Hand ATO Configuration Business Flow
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On-Hand ATO Configuration Business Flow
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On-Hand ATO Configuration Business Flow
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On-Hand ATO Configuration Business Flow
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On-Hand ATO Configuration Business Flow
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On-Hand ATO Configuration Business Flow
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On-Hand ATO Configuration Business Flow
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On-Hand ATO Configuration Business Flow
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Preconfigured Items
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Preconfigured Items
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Preconfigured Items
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Preconfigured Items
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Preconfigured Items
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Preconfigured Items
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Preconfigured Items
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Preconfigured Items
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Preconfigured Items
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Preconfigured Items
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Preconfigured Items
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Preconfigured Items
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Preconfigured Items
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Preconfigured Items
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Configuration Costing
A cost rollup is performed for each
new configuration to establish
accurate standard costs that are
posted to cost of goods sold.
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Configuration Pricing
Price is rolled up from all the
items that blow back on the
order.
All items must be on the price
list even if the price is zero
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Configured (Item) Description
A dynamically generated item
description derived from the catalog
descriptive elements of the
configured bill of material
components.
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Configured Description Steps
Create Configured Description Item
Catalog Group for the ATO Model
Assign Item Catalog Group to Option
Class Items
Define Bills Elements for the ATO
Model and Option Class Items
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Create Configured Description Item
Catalog Group
Decide what descriptive elements to include
in the configured item description
– ATO Model and Option Class Descriptive
Element Names must match
– Prefix and/or Suffix can be hard coded
into the catalog
– Descriptive Element Names must be
unique across Option Classes if they
have different values
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Create Configured Description Item
Catalog Group
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Create Configured Description Item
Catalog Group
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INV: Use item catalog name in the item
description
No : Use Item Catalog Group Description
Yes : Use Item Catalog Group Name
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Assign Item Catalog Group to Option
Class Items
This should be the same Item Catalog
Group Assigned to all the standard
items in the Option Class
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Define Bills Elements
This needs to be done for the ATO
Model and the Option Classes
Only Pick the Descriptive Elements
necessary to drive the Configured
Item Description
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Define Bills Elements
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Define Bills Elements - Option Classes
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Define Bills Elements - ATO Model
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Configured Descriptions
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Configured Descriptions
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Configured Descriptions
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Configured Routings
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Configured Routings
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Configured Routings
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Configured Weight and Volume
AutoCreate Configuration Items calculates
the weight and volume for the configured
item, by rolling up the weight and volume
of the components in the OM validation
organization.
Multi-level configurations are supported
If weight and volume units of measure are
not the same unit of measure conversions
are required
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Configured Weight and Volume
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Bills of Materials Parameters
Inactive Status
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Deactivate Configuration Items
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Bills of Materials Parameters
Numbering Method
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Bills of Materials Profile Options
Configuration Item Delimiter
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Bills of Materials Profile Options
Configuration Item Type
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Bills of Materials Profile Options
Inherit option class operation sequence #
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Bills of Materials Profile Options
Match to Existing Configurations
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Bills of Materials Profile Options
Perform Lead time calculations
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Bills of Materials Profile Options
Use Custom Match Function
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Bills of Materials Profile Options
Automatic Reservation
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Bills of Materials Profile Options
Configurator URL of UI Manager
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Work in Process Parameters
Respond to Sales Order Changes
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What’s new in 11.5.9
Multi Level Auto Create Supply
Supply to Order Workbench
Enhanced Costing for Configurations
Improved Configuration BOM
structure
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References
Oracle Configure to Order Implementation Manual
Oracle Bills of Material Users Guide
Oracle Inventory Users Guide
Oracle Order Management Users Guide
Oracle Order Management Suite Implementation Manual
Oracle Work in Process Users Guide
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QUESTIONS ?
Thank you for attending!
Arne S. Rosen, CPIM, CIRM
DARC Corporation
125 S. Wacker Drive, Suite 2550
Chicago, IL 60606
312-338-6234
arosen@darc.com
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