PTO Configuration Cycle in Order Management

PTO Configuration Cycle In Order Management (Doc ID 750059.1)Modified: Dec 7, 2013 Type: BULLETIN

In this Document

PurposeScopeDetails

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 belowTestflow 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 ReferencesReferences

APPLIES TO:

Oracle Order Management - Version 11.5.9 to 12.2.2 [Release 11.5 to 12.2]Information in this document applies to any platform.Checked for relevance on 07-Dec-2012

PURPOSE

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

SCOPE

This document helps the Support Engineers and Oracle Customers to understand the setup steps with the relevantsetup 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.

DETAILS

Setup Steps

Login

Document 750059.1 https://support.oracle.com/epmos/faces/DocumentDisplay?_adf.ctrl-state...

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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 Componentscheck box is checked in the Order Management tab


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- 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 ischecked in the Order Management tab


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- Create 3 Items (PTO_ITEM, PTO_ITEM_1 & PTO_ITEM2) using the Finished Goods Item Template and assign it to M1Org

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 andmention a value for price

- Navigation: Oracle Pricing Manager ->Price Lists


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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


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- 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


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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


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- Click on Configurator Button and select the Options

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


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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 theOptions->Actions->Launch Pick Release


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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


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The Lines are in Fulfill Deferred Status


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Run the Workflow Background Process

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

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


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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 thatonly 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


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PTO Configuration Cycle in Order Management

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