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Order Management, Purchasing, Install Base and Service Contracts For Atos / Configured Items
Order Management, Purchasing, Install Base and Service Contracts For Atos / Configured Items
Order Management, Purchasing, Install Base and Service Contracts For Atos / Configured Items
CONTRACTS
Purpose: Enter, buy and ship an ATO Configuration. Process it to Install Base and (auto) create a
warranty and an extended warranty.
1 Create ATO Model Item Inventory -> Items -> Master Items
Main Tab
Item: HYDRA 8
Description: HYDRA 8 Model
Menu Tools -> Copy From
Template: ATO Model
Click Apply.
Click Done
Click on Inventory Tab
Serial Generation= At Receipt
Click on General Planning Tab
Make or Buy = Buy
Source Type = Supplier
Click on Service Tab
Serviceable Product = Yes
Verify that the Install Base traceable checkbox is
enabled automatically
Save
Menu Tools -> Organization Assignment
Assign the item to your Shipping Organization
Save
2 Create ATO Option Classes Place the cursor on the Item field and click on the +
Icon on the Toolbar
OE-transactable checkbox
Save
Verify that message at lower left hand states that four
records were applied and saved.
Menu Tools -> Organization Assignment
3 Finish Creating the Options Repeat Step 2 using the 'Finished Good' Template:
for the ATO Configuration 1. Item Name: V19008020
Description: SIMPSON ENGINE
2. Item Name: V19008030
Description: KOEL ENGINE
3. Item Name: H12345678
Description: HOIST
4. Item Name: W12345678
Description: WINCH
5. Item Name: FJ1234567
Description: FLY JIB
6. Item Name: SBM123456
Description: SLOTTED BOOM
7. Item Name: LHDR12345
Description: LEFT HAND DRIVE
8. Item Name: ABCAB1234
Description: A C CABIN
Save
Message at the lower left hand screen should state
that 8 records were applied and saved.
Menu Tools -> Organization Assignment
Assign the items to your Shipping Organization.
5 Create a Warranty item Place the cursor on the Item field and click on the +
Icon on the Toolbar:
Item Name: ATO Warranty
Description: standard 1 year warranty for ATO items
Click on Main Tab
Primary UOM = Year
User item type = Service Program / Warranty
Click on Inventory Tab
Disable all options and checkboxes
Click on Bills of Material Tabl
BOM allowed = Yes
BOM Item type = Standard
Click on Work in Process Tab
Build in WIP = No
Supply Type = phantom
Click on Order Management Tab
Only OE Transactable = yes
all other attributes are disabled
Click on Service Tab
Service item type = Warranty
Duration Period = Year
Duration = 1
Template: 100% Coverage
Save
Message at the lower left hand screen should state
that
6 Create a Service Program Place the cursor on the Item field and click on the +
Icon on the Toolbar:
Item Name: ATO Service program
Description: additional, optional extended warranty
Click on Main Tab
Primary UOM = Year
User item type = Service Program / Warranty
Click on Inventory Tab
Disable all options and checkboxes
Click on Bills of Material Tabl
BOM allowed = Yes
BOM Item type = Standard
Click on Work in Process Tab
Build in WIP = No
Supply Type = phantom
Click on Order Management Tab
Customer ordered = yes
Customer orders enabled = yes
Internal ordered = yes
Internal orders enabled = yes
OE Transactable = yes
all other attributes are disabled
Click on Service Tab
Service item type = Service
Duration Period = Year
Duration = 1
Template: Gold
Save
Message at the lower left hand screen should state
that
7 Assign Items to a Price List OM Responsibility -> Pricing -> Price Lists -> Price
List Setup
Query on Price List Corporate
List Lines Tab:
Product Context: Item
Product Attribute: Item Number
Product Value: ATO-PC-BUY
Line Type: Price List Line
Application Method: Unit Price
Value: 1300
Save
8 Finish assigning Items to a Place the cursor on the Product Context field and click
Price List on the + Icon on the Toolbar
1. Product Context: Item
Product Attribute: Item Number
Product Value: ATO-Hard-Drive
Line Type: Price List Line
Application Method: Unit Price
Value: 0
For Items 2 -11, repeat Step 1 above starting with
'Place the..'
Value: 0
3. Product Value: ATO-Memory Value:0
4. Product Value: ATO-Modem Value:25
5. Product Value: ATO-Colour Value:30
6. Product Value: ATO-8X-DVD ROM Value:0
7. Product Value: ATO-450MHZ Value:0
8. Product Value: ATO-600MHZ
Value:250
9. Product Value: ATO-8G Value:0
10. Product Value: ATO-12G
Value:100
11. Product Value: ATO-64Meg Value:0
12. Product Value: ATO-128Meg Value:50
Save
Message at the lower left hand screen should state
that
10 Define the ATO Model BOM Responsibility -> Bills -> Bills
Header:
Item: ATO-PC-BUY
Main Tab:
Item Seq = 10
Component = ATO-Processor
Quantity = 1
Item Seq = 20
Component = ATO-Hard-Drive
Quantity = 1
Item Seq = 30
Component = ATO-Memory
Quantity = 1
Item Seq = 40
Component = ATO-8X-DVD ROM
Quantity = 1
Item Seq = 50
Component = ATO-Modem
Quantity = 1
Item Seq = 60
Component = ATO Warranty
Quantity = 1
Save
Click Tools / create Common Bill
Choose all organizations and OK
11 Verify the BOM BOM Responsibility -> Bills -> Indented Bills
Item = ATO-PC-BUY
Click Find
Notice the three Option Classes along with the
Optional and
Mandatory Item as well as the warranty.
Click on the ++ sign to expand the BOM to its lower
levels of components
14 Set default sourcing rule System Administrator -> Profile -> system
Enter profile option name:
MRP: Default Sourcing Assignment Set
Click Find
Enter the assignment set created in the previous step
Note:
If the PO cannot be approved immediately, check the
Purchasing approval setup.
Note:
If the routing is not defaulting to direct delivery, check
your receiving setup in Inventory/Purchasing. Direct
delivery will automatically process the receipt and put it
on stock.
24 Confirm Item is Available in Inventory -> On-hand, Availability -> On-hand Quantity
Inventory Organization: Select your Shipping Organization
Item: Enter your configured item number
Click the Find button
Note:
If the pick release fails to release the configured item, it
may have been unable to allocate the right serial
number; In that case transact the move order (in
Inventory), view the allocation, enter the serial number
in the Lot-Serial window and transact the move order.
'Quick Find'
Choose Sales Order Number
Enter your sales order number
Click on the Go button
Result:
All items from the order should be listed.
Result
The configured item shows on top, the (optional) ATO-
Modem is underneath it.
The Option Classes that were chosen in the sales
order are displayed with blue arrows next to them.
Click on the blue arrows to expand the option classes.
Result
Two contracts have been created; One for the (non-
optional) ATO Warranty, and one for the additional
extended warranty; ATO Service program.
Verify the dates.