Assemble To Order (ATO) Setup

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Subject:  Assemble To Order (ATO) Setup
  Doc ID:  Note:111874.1 Type:  HOWTO
  Last Revision Date:  05-MAR-2007 Status:  PUBLISHED

PURPOSE
-------
This bulletin includes the necessary setup steps in order to process Assemble
To Order (ATO) orders successfully.
 
SCOPE & APPLICATION
-------------------
This is intended to be used by Oracle Order Entry,  Work In Process and Bills
of Materials modules.  It is expected that readers have basic functional
knowledge of ATO process

1.    Define assembly & components (N:  Inventory >> Items >> Master Items)         
        - Existing templates can be used but the following item attributes need to
            be verified in order to allow ATO work properly. 

            1.a.      Work in Process alternate region:
            1.a.1.  Build In WIP
                            - 'Yes' for ATO item                 
            1.a.2    WIP Supply Type             
                            - 'Push'  for ATO Item  to issue components
                            - 'Assembly Pull' for ATO Model
                            - 'Phantom'  for ATO Option Class

            1.b.    Bill of Materials alternate region:
            1.b.1  BOM Item Type         
                          - 'Standard' for ATO item
                          - 'Model' if ATO with optional component
                          - 'Option Class' if ATO with related options grouped together
            1.b.2  BOM Allowed
                          - 'Yes' for ATO model,  ATO model and ATO option class ATO option
                                class
            1.b.3. Base Model
                          - Normally left blank

            1.c.    Order Entry alternate region:
            1.c.1  Assemble to Order 
                          - 'Yes'        for ATO model/item

 

2.    Receive components into Inventory.    This can be accomplished by either:
        2.a.  Miscellaneous transactions form
            (N):  Inventory >> Transactions >> Miscellaneous Transactions
        2.b.  Create a purchase order and then receive the PO into inventory
            (N):  Purchasing >> Receiving >> Receipts

 

3. Define BOM for parent item and option classes
    (N):  Bill Of Materials >> Bills >> Bills
      3.a.  Verify OE alternate region setup to suit your ATO configuration:
                  3.a.1.  Check ATP
                              3.a.1.1.  If ATP is required before a ship date for a
                                                  configuration
                              3.a.1.2.  Enabled if assembly and its component(s) have item
                                                  attribute ATP component checked
               
                  3.a.2.  Optional
                              3.a.2.1.  Checked & mutually exclusive not checked: indicates 
                                                  that you can select any number or no options during
                                                  Order Entry time
                              3.a.2.2.  Checked & mutually exclusive checked: indicates you
                                                  can select one or no options at all during OE
             
                  3.a.3.  Mutually Exclusive
                              3.a.3.1.  Checked & Optional not checked:    indicates you must
                                                  select one and only one option during OE time
                              3.a.3.2.  Not checked  & Optional not checked:  indicates that
                                                  you can select at least one option on option class
                                                  bill during OE time

        3.b.  Verify Material Control alternate region -  this overwrites supply
                    type in master item - and select ones that are relevant:
                    3.b.1.  Assembly Pull: issues components to D.J. - includes BOM but
                                    No routing
                    3.b.2.  Bulk: components not usually transacted but charged to WIP 
                                    where they are consumed 
                    3.b.3.  Operation Pull: backflush component - includes BOM & Routing 
                    3.b.4.  Phantom: placeholder - usually used for option classes
                    3.b.5.  Push: to specify from sub-inventory to push component to WIP 
                    3.b.6.  Supplier: provides information on supplier component
                                    requirement for a job

        3.c.  Copy BOM's (for both parent and option classes) into child org.
        (N): Bill Of Material >> Query up assembly >> Special >> Copy Bill From

4. Define a price list  for model & components
    (N):  Order Entry >> Pricing >> Price List

5. Make sure to use an Order Cycle that pertains to ATO process (i.e., includes
    Manufacturing Release cycle step)

After performing steps 1 à 5  you are ready to create the sales order in Order
Entry and process the order through the order cycl