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ATO Configuration Cycle in Order Management
ATO Configuration Cycle in Order Management
ATO Configuration Cycle in Order Management
Setup Steps
Login
User : OPERATIONS / WELCOME
Responsibility : Manufacturing and Distribution Manager
Create items
1. To setup an ATO Model a few items are needed to get a BOM minimum skeleton. Through this
example, an ATO item (parent), an option class and 3 components (purchased items) are needed.
=> Navigate to Inventory -> Items -> Master Items
Select organization :
V1 (Vision Operations)
=>Enter Item Name and Description (with XX=your initials) :
Model item name : XX AtoModel M01
Description : XX AtoModel M01
=> Go to Tools -> Copy From :
Apply the 'ATO Model' template
In the Order Management tab, check that the Assemble to Order flag (ATO) is checked.
In the General Planning tab, check the Make or Buy flag to Make.
=> Save the record, and assign the item to Organization M1.
2. Similarly create Option Class item 'XX OCModel M01' using the 'ATO Option Class' template, and the
three purchased items like 'XX PurchItem1 M01' using the Purchased item template. Assign them all to
M1.
The Option Class item has a WIP Supply Type as 'Phantom'.
Create stock for the purchased items (options) for a sufficient test
quantity
Navigate to Inventory -> Transactions -> Miscellenaous Transactions
Select organization : M1 (Seattle manufacturing)
Type : Account Alias Receipt (select whatever source)
Subinventory : FloorStock (for ex.)
Using a BOM Responsibility, you can either create the BOM in V1 Org. then copy it to M1, or to create it
in M1 Org. and make it a Common BOM.
The BOM has to exist in both the OU (Validation Org.) and the Shipping Org.
Model Routing has to be created first
Model BOM to be then created, preferably starting for the lower level
=> Navigate to BOM -> Routings -> Define
Enter the newly created ATO Model item name
Add operations 10 & 20 using (predefined) Standard Operations
Save
=> Using a BOM Responsibility, navigate to BOM -> Bill Of Materials -> Define
Enter the newly created Option Class item name
Add the components of the Option Class, here Purchased items 2 and 3 are optional
Save
=> Notice that the Option Class keeps a Supply Type as Phantom.
Testflow steps
The flow describes the steps from the ATO Sales Order creation to its closure. Make sure that the testing
user has sufficient Shipping Role/Grants to process all the WSH steps in Org. M1
Notice that
- the item 'XX OCModel M01' has a red star in the model tree : this to indicate that a component (at least)
of the option class is mandatory
- the Purchased item 1 does not appear as being mandatory and not an option
Select the desired components
Click on the 'done' button when finished, i.e. when the configuration is complete
=> The cursor is back to the sales order entry form and the order can be booked as the configuration is
complete :
From the ATO model line, the configured (ATO item or 'star' item) is ready to be created :
Select Actions -> Progress Order
Click OK
=> The result of the request is seen in View requests : AutoCreate Final Assembly Orders.
The output shows the WIP Discrete Job Order number for the ATO item : 98704
=> Place the cursor on the configured item line in S/O entry form, and youll check that the Reserved
Quantity = 2.
=> The Job name can be checked from the S/O entry form by using the menu options :
. Tools -> Scheduling -> Reservations Details
. The WIP job order inherits the sales order quantity of the configured item.
=> Change to a Manufacturing/WIP responsibility to check the job number created in unreleased status in
Org. M1.
. Navigate : WIP -> Discrete Jobs -> Discrete
. Query the job number (or the configured item as the Assembly) : 98704
The link with the Sales Order line is shown when clicking on the Sales Orders button :
=> The discrete job order is now ready to be progressed until final completion. To do this, it's required to
move the start quantity from the first routing operation (Step Queue of Operation 10) to the last one (at To
Move step of Operation 20) :
Navigate : WIP -> Move Transactions -> Move Transactions
. Query the job name (or the Assembly)
. Set the transacted quantity
. Select the From/To in the Operations zone
. Save the move transaction
=> The WIP job order has now a 'complete' status and shows the completed quantity :