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Agenda

Defnitions

Setup

Business Flow ATO Confguration

ATO Item

PTO Confguration

PTO Item

On-Hand ATO Confguration

Preconfgured Items

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Agenda (cont.)

Confguration

Costing

Pricing

Description

outings

!eig"t and #olume

Parameters

Profles

$$%&%'

e(erences

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Model (Model Item)

An item w"ose )ill o( materiallists option classes and options

a*aila)le w"en +ou place anorder (or t"e model item%

APICS defnition is a Super Bill o(,aterial

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Option Class

A group o( related option items%An option class is ordera)le onl+

wit"in a model% An option classcan also contain includedstandard. items%

An Option Class is a list o(c"oices

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Option

An optional item component in anoption class or model )ill o(

material%

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AssembletoOrder (ATO) Model

A confguration +ou ma0e inresponse to a customer order t"at

includes optional items%

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AssembletoOrder (ATO) Item

An item +ou ma0e in response to acustomer order%

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PicktoOrder (PTO)

A confguretoorder en*ironmentw"ere t"e options and included items ina model appear on pic0 slips and order

pic0ers gat"er t"e options w"en t"e+s"ip t"e order%

Alternati*e to manu(acturing t"e parentitem on a wor0 order and t"en s"ipping

it% Pic0toorder is also an item attri)ute

t"at +ou can appl+ to standard/ model/and option class items%

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PicktoOrder (PTO) Model

An item wit" an associated )ill o(material wit" optional and includeditems%

At order entr+/ t"e confgurator isused to c"oose t"e optional items toinclude (or t"e order%

T"e order pic0er gets a detailed list o(

t"e c"osen options and included itemsto gat"er as separatel+ fnis"ed items

1ust )e(ore t"e order is s"ipped%

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PicktoOrder (PTO) Item (Kit)

A predefned confguration order pic0ersgat"er as separatel+ fnis"ed includeditems 1ust )e(ore t"e+ s"ip t"e order%

Also 0nown as a 0it% A 0it is an item t"at "as a standard list o(

components or included items. +ou s"ipw"en +ou process an order (or t"at item%

A 0it is similar to a pic0toorder model

)ecause it "as s"ippa)le components/)ut it "as no options and +ou order itdirectl+ )+ its item num)er/ not usingt"e confguration selection screen%

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Confgured ATO PTO Items

Confgured items are Assem)le toOrder ATO. items t"at were created(rom a model "a*e a )ase model.%

ATO items "a*e t"e Assem)le toOrder attri)ute set to 2es%

Pic0 to Order PTO. items "a*e t"ePic0 Component attri)ute set to 2es%

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!"brids

Pic0toOrder models wit"optional Assem)letoOrder items

Pic0toOrder model containingAssem)letoOrder model

,ulti3e*el Assem)letoOrder,odel ,ulti3e*el ATOConfguration.

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#OM Item T"pe

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Assemble$to$Order

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Pick Components (Pick$to$Order)

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%&ip Model Complete

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%eeded Templates

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ATO

Item T"pe *OM

Item T"pe

*aseMo$el

Assem+le toOr$er

PicComponents

ATO ,odel ,odel 2es 4o

ATO OptionClass

OptionClass

2es 4o

ATO Item Standard 2es 4o

ConfguredItem

Standard Base,odel

2es 4o

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PTO

Item T"pe *OM

Item T"pe

*aseMo$el

Assem+le toOr$er

PicComponents

PTO ,odel ,odel 4o 2es

PTO OptionClass

OptionClass

4o 2es

PTO Item Standard 4o 2es

Note- T'ere is no conure$ item in t'e PTO process.

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Order Management Parameters'Item alidation Organiation

!"en +ou enter orders (or models/0its/ and assem)lies in Oracle Order,anagement/ +ou must defne all )ills

o( material in +our O,5 Item #alidationOrgani6ation

7sing common )ills o( material/ +ou

can s"are )ills o( material t"at e8ist in+our manu(acturing organi6ations wit"+our item *alidation organi6ation%

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ATO Model #ill o* Material

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PTO Model #ill o* Material

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+our Implicit Confguration ,ules

Optional

,utuall+ 98clusi*e

,in : ,a8

;uantit+ Cascade

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+our Implicit Confguration ,ules

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+our Implicit Confguration ,ules

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%&ipping

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ATO Confguration #usiness +lo-

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ATO Confguration #usiness +lo-

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ATO Confguration #usiness +lo-

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AutoCreate Confguration Items

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ATO Confguration #usiness +lo-

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ATO Confguration #usiness +lo-

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ATO Confguration #usiness +lo-

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ATO Confguration #usiness +lo-

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ATO Confguration #usiness +lo-

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ATO Confguration #usiness +lo-

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ATO Confguration #usiness +lo-

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ATO Confguration #usiness +lo-

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ATO Confguration #usiness +lo-

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ATO Confguration #usiness +lo-

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ATO Confguration #usiness +lo-

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ATO Confguration Pick Pack %&ip

Pic,Slip

Pac,inSlip

*ill o/)a$in

In0oice

ATOCon.uration

ATOItem

ATOItem

ATOItem

An+ In*oice 9na)led item12C1PTt"e ATO Item

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ATO Item #usiness +lo-

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ATO Item #usiness +lo-

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i l

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ATO Item #usiness +lo-

ATO I # i +l

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ATO Item #usiness +lo-

ATO It # i +l

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ATO Item #usiness +lo-

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ATO It Pi k P k %&i

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ATO Item Pick Pack %&ip

PTO C f ti # i +l

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PTO Confguration #usiness +lo-

PTO C f ti # i +l

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PTO C f ti # i +l

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PTO Confg ration # siness +lo

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PTO Confguration #usiness +lo-

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PTO Confguration #usiness +lo-

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PTO Confguration #usiness +lo-

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PTO Confguration #usiness +lo-

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PTO Confguration #usiness +lo-

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PTO Confguration #usiness +lo-

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PTO Confguration #usiness +lo-

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PTO Confguration #usiness +lo-

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PTO Confguration #usiness +lo-

PTO Confguration Pick Pack %&ip

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PTO Confguration Pick Pack %&ip

PTO Item #usiness +lo-

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PTO Item #usiness +lo-

PTO Item #usiness +lo-

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PTO Item #usiness +lo-

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PTO Item #usiness +lo-

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PTO Item #usiness +lo-

PTO Item Pick Pack %&ip

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PTO Item Pick Pack %&ip

Pick Pack %&ip %ummar"

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Pick Pack %&ip %ummar"

On$!and ATO Confguration #usiness +lo-

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On$!and ATO Confguration #usiness +lo-

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On$!and ATO Confguration #usiness +lo-

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On$!and ATO Confguration #usiness +lo-

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Preconfgured Items

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eco gu ed e s

Preconfgured Items

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g

Preconfgured Items

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g

Preconfgured Items

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g

Preconfgured Items

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g

Preconfgured Items

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g

Preconfgured Items

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Preconfgured Items

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g

Preconfgured Items

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Preconfgured Items

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Preconfgured Items

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Preconfgured Items

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Confguration Costing

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A cost rollup is per(ormed (oreac" new confguration to

esta)lis" accurate standardcosts t"at are posted to costo( goods sold%

Confguration Pricing

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Price is rolled up (rom all t"eitems t"at )low )ac0 on t"e

order%

All items must )e on t"e

price list e*en i( t"e price is6ero

Confgured (Item) escription

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A d+namicall+ generated itemdescription deri*ed (rom t"ecatalog descripti*e elements o(

t"e confgured )ill o( materialcomponents%

Confgured escription %teps

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Create Confgured DescriptionItem Catalog

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Catalog /roup

Decide w"at descripti*e elements toinclude in t"e confgured itemdescription

ATO ,odel and Option ClassDescripti*e 9lement 4ames mustmatc"

Pref8 and:or Su=8 can )e "ard codedinto t"e catalog

Descripti*e 9lement 4ames must )euni>ue across Option Classes i( t"e+"a*e di?erent *alues

Create Confgured escription ItemCatalog /roup

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Catalog /roup

Create Confgured escription ItemCatalog /roup

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Catalog /roup

I0' 1se item catalog name in t&eitem description

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item description

No - Use Item Catalo Group !escription

es - Use Item Catalo Group Name

Assign Item Catalog /roup to OptionClass Items

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Class Items

T"is s"ould )e t"e same ItemCatalog

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T"is needs to )e done (or t"eATO ,odel and t"e OptionClasses

Onl+ Pic0 t"e Descripti*e9lements necessar+ to dri*e t"e

Confgured Item Description

efne #ills 2lements

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efne #ills 2lements $ OptionClasses

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Classes

efne #ills 2lements $ ATO Model

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Confgured escriptions

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Confgured escriptions

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Confgured escriptions

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Confgured ,outings

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Confgured 3eig&t and olume

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AutoCreate Confguration Itemscalculates t"e weig"t and *olume (ort"e confgured item/ )+ rolling up t"eweig"t and *olume o( t"e components

in t"e O, *alidation organi6ation%

,ulti-le*el confgurations are supported

I( weig"t and *olume units o( measureare not t"e same unit o( measurecon*ersions are re>uired

Confgured 3eig&t and olume

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#ills o* Materials ParametersInacti4e %tatus

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eacti4ate Confguration Items

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#ills o* Materials Parameters0umbering Met&od

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g

#ills o* Materials Profle OptionsConfguration Item elimiter

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#ills o* Materials Profle OptionsConfguration Item T"pe

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#ills o* Materials Profle OptionsIn&erit option class operation

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se5uence 6

#ills o* Materials Profle OptionsMatc& to 27isting Confgurations

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#ills o* Materials Profle OptionsPer*orm 8ead time calculations

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#ills o* Materials Profle Options1se Custom Matc& +unction

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#ills o* Materials Profle OptionsAutomatic ,eser4ation

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#ills o* Materials Profle OptionsConfgurator 1,8 o* 1I Manager

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3ork in Process Parameters,espond to %ales Order C&anges

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3&at9s ne- in ::.;.

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,ulti 3e*el Auto Create Suppl+

Suppl+ to Order !or0)enc"

9n"anced Costing (orConfgurations

Impro*ed Confguration BO,structure

,e*erences

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Oracle Confgure to Order Implementation ,anual

Oracle Bills o( ,aterial 7sers

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T'an "ou /or atten$in4

Arne S. Rosen, CPIM, CIRM

!ARC Corporation%2& S. 5acer !rie, Suite 2&&0

C'icao, I) 60606

3%2733876239