Subject: PTO Configuration Cycle In Order Management  Doc ID: 750059.1 Type: BULLETIN  Modified Date : 26-NOV-2008 Status: PUBLISHED

In this Document  Purpose  Scope and Application  PTO Configuration Cycle In Order Management     Setup Steps       Create Items        Add the Items to a Price List        Create stock for the options for a sufficient test quantity        Create Bill Of Materials (BOMs)        Indented BOM - final result is as depicted below      Testflow steps       Creation of a Sales Order and Configuration of the PTO Model        Pick Release the Sales Order        Ship Confirm the Sales Order        Run the Workflow Background Process        Accessing the Receivables Interface to observe the Sales Order      Other References

Applies to:

Oracle Order Management - Version: 11.5.9 to 12.0.6Information in this document applies to any platform.

Purpose

The purpose of this bulletin is to provide Oracle Customers with a good understanding and the to build a test case for basic PTO Configurations

Scope and Application

This document helps the Support Engineers and Oracle Customers to understand the setup steps with the relevant setup needed to create simple test case for PTO Configurations.

Screen shots of setups and test case in this note were done in an R12 instance on an Oracle Internal Test Instance. 

PTO Configuration Cycle In Order Management

Setup Steps

Login

  User : MFG / WELCOME  Responsibility : Manufacturing and Distribution Manager

 Create Items

- Create PTO Model (PTO_MODEL_WIKI) using the PTO Model item template and assign it toorganization 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

- Create PTO Option Class (PTO_OC_WIKI) using the PTO Option Class item template and assign it to organization M1.

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 3 Items (PTO_ITEM, PTO_ITEM_1 & PTO_ITEM2) using the Finished Goods Item Template and assign it to M1 Org

 Add the Items to a Price List

- Navigate to Oracle Pricing Manager responsibility, 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 stock for the options for a sufficient test quantity

- Navigation: Inventory Responsibility ->Miscellaneous Transactions ->Miscellaneous Receipt

 Create Bill Of Materials (BOMs)

Using a BOM Responsibility, create the BOM for both Model and Option Class in V1 Org and then copy it to M1. OR create it in M1 Org and make it a Common BOM for V1 org. The BOM has to exist in both the OU (Validation Org.) and the Shipping Org.

- Create Option Class BOM (BOM Responsibility, navigate to BOM -> Bill Of Materials -> Define)

- Enter the Finished Goods items (PTO_ITEM and PTO_ITEM_1) and mark them as Optional

- 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)

 Indented BOM - final result is as depicted below

Testflow steps

 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

- Click on Configurator Button and select the Options

Selection of the Mandatory Options satisfies the Configuration. Observe that the Unsatisfied Box is empty . Click on Finish to complete the Configuration

The cursor is back to the sales order entry form and the order can be booked as the configuration is complete.

Note that the Options are in a status of Awaiting Shipping

 Pick Release the Sales Order

- Navigation: Order Management->Shipping->Transactions->Input the Order number->Select both the Options->Actions->Launch Pick Release

 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 . The Options are in Shipped Status

The Lines are in Fulfill Deferred Status

 Run the Workflow Background Process

- Navigation: OM Responsibility->Requests->Run Requests

After the above program completes, the Sales Order Lines are in Closed Status

 Accessing the Receivables Interface to observe the Sales Order

- 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 auto invoice interface table, ready to be processed by Receivables . Observe that only components marked as optional in BOM can be shown on invoice in addition to the PTO model.

-- This completes the steps for the PTO Configurations testflow

Other References

Note 298128.1 - CTO check before to log a BugNote 190028.1 - Flow for ATO Configurations Release 11i

Keywords

ATO ; DEFERRED~STATUS ; CONFIGURATOR ; OPTION~CLASS ; PTO ; INVOICE~INTERFACE ; BILL~OF~MATERIALS ;