flow for ato configurations

8/17/2019 Flow for ATO Configurations

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Ite

m

Functional

Test

Steps/References Values/Entries V

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1 Create

ATO Model

Item

Inventory -> Items -> Master Items ->

Main Tab:

Item: ATP-CPU-ATO

Description: ATP ATO Model

Menu Tools -> Copy From

Template: ATO Model

Click Apply.

Click Done

Save

Menu Tools -> Organization Assignment

Assign the item to your ShippingOrganization

Save

Item Created:

2 Create

ATO

Option

Classes

Place the cursor on the Item field and

click on the + Icon on the Toolbar

1. Item: ATP-Hard-Drive

Description: ATP-Hard-Drive Option Class

Menu Tools -> Copy FromTemplate: ATO Option Class

2. Repeat same steps for 1 above startingwith “Place the cursor…”

Item Name: ATP-Processor

Item Created:

Item Created:

Item Created:


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Description: ATP-Processor Option Class

3. Repeat same steps for 1 above startingwith “Place the cursor…”

Item Name: ATP-MemoryDescription: ATP-Memory Option Class

Save

Verify that message at lower left handstates that three records were applied andsaved.


Assign the items to your ShippingOrganization

3 Finish

Creating

the

Options for

the ATO

Configurati

on

Repeat Step 2 using the ‘Finished Good’

Template:

1. Item Name: ATP-Modem

Description: ATP-Modem Optional

2. Item Name: ATP-8X-DVD ROM

Description: ATP-8X-DVD ROMMandatory Component

3. Item Name: ATP-450MHZ

Description: ATP-450MHZ Pentium II

4. Item Name: ATP-600MHZ

Description: ATP-600MHZ Pentium III

5. Item Name: ATP-8G

Description: ATP-8G Seagate Hard Drive

6. Item Name: ATP-12G

Description: ATP-12G Seagate Hard Drive

7. Item Name: ATP-64Meg

Item Created:

Item Created:

Item Created:

Item Created:

Item Created:

Item Created:

Item Created:

Item Created:


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Description: ATP-64Meg SIMM

8. Item Name: ATP-128Meg

Description: ATP-128Meg SIMM

Save

Message at the lower left hand screenshould state that 8 records were appliedand saved.


Assign the items to your ShippingOrganization.

4 Assign

Items to a

Price List

OM Responsibility -> Pricing -> Price

Lists -> Price List Setup

Query on Price List ATP-PRC-01

List Lines T:p>

Product Value: ATP-CPU-ATO

Line Type: Price List Line

Application Method: Unit Price

Value: 1300

Save

Item Price:

5 Finish

assigning

Items to a

Price List

Place the cursor on the Product Context

field and click on the + Icon on the

Toolbar

1. Product Context: Item

Product Attribute: Item Number

Product Value: ATP-Hard-Drive

Line Type: Price List Line

Application Method: Unit Price

Value: 0

For Items 2 –11, repeat Step 1 above

Item Price:

Item Price:

class=MsoNormal>Item Price:

Item Price:

Item Price:

Item Price:

Item Price:

Item Price:


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starting with “Place the ...”

2. Product Value: ATP-Processor Value: 0

3. Product Value: ATP-Memory

Value:0

4. Product Value: ATP-Modem Value:25

5. Product Value: ATP-8X-DVD ROM Value:0

6. Product Value: ATP-450MHZ Value:0

7. Product Value: ATP-600MHZ Value:250

8. Product Value: ATP-8G Value:0

9. Product Value: ATP-12G Value:100

10. Product Value: ATP-64Meg Value:0

11. Product Value: ATP-128Meg Value:50

Save

Message at the lower left hand screenshould state that 11 records were appliedand saved

6 Receive

Items into

Inventory

Inventory -> Transactions ->

Miscellaneous Transaction ->

1. Type: Choose Miscellaneous Receiptfrom the LOV

Item: ATP-Modem

Sub inventory: Standard Sub inventory

UOM:Ea

Quantity:

Quantity:

Quantity:

Quantity:

Quantity:

Quantity:


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Quantity: 100

Account: Choose any valid account fromthe LOV

Arrow down key2. Item: ATP-8X-DVD ROM

For items 2-8, repeat steps for 1 above

3. Item: ATP-450MHZ

4. Item: ATP-600MHZ

5. Item: ATP-8G

6. Item: ATP-12G

7. Item: ATP-64Meg

8. Item: ATP-128Meg

Save

Message at the lower left hand screenshould state that 11 records were appliedand saved

Quantity:

Quantity:

7 Define

Assemblies

and

Component

s

Sign on into your Master Organization

BOM Responsibility -> Bills -> Bills

Header:

Item: ATP-Hard-Drive

Main Tab:

Item Seq = 10

Component = ATP-8G

Quantity = 1

Order Management Tab = Check Optional

Item Seq = 20

Component = ATP-12G


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Quantity = 1


Save

Place cursor on Item field and click on the

+ Icon on the Toolbar

Repeat Step above for the Option Classes

below

1. Item: ATP-Processor

Component = ATP-450MHZ

Component = ATP-600MHZ

2. Item: ATP-Memory

Component = ATP-64Meg

Component = ATP-128Meg

8 Define the

ATO Model


Header:

Item: ATP-CPU-ATO

Main Tab:

Item Seq = 10

Component = ATP-Processor

Quantity = 1

Item Seq = 20

Component = ATP-Hard-Drive

Quantity = 1

Item Seq = 30

Quantity = 1

Quantity = 1

Item Seq = 50


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Component = ATP-Modem

Quantity = 1


radio button Save

9 Verify the

BOM

BOM Responsibility -> Bills -> Indented

Bills

Item = ATP-CPU-ATO

Click Find

Notice the three Option Classes along withthe Optional and Mandatory Item

Click on the ++ sign to expand the BOM toits lower levels of components

Verify that the Option Classes are asdefined above.

10 Copy the

BOMs into

Shipping

Organizati

on

Inventory -> Change Organization

Organizations:

Select your Shipping Organization

Click Ok


Header:

Item = ATP-Hard-Drive

Tools -> Copy Bill from

Organization: Master Organization

Item: ATP-Hard-Drive

Click on the Copy Button

Repeat the Steps above for:


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Item: ATP-Processor

Item: ATP-Memory

Item: ATP-CPU-ATO

11 Enter

Order

OM Responsibility -> Orders, Returns ->

Sales Orders

Main Tab:

Customer = Standard Customer

Order Type = Standard Order Type for

ATO’s

Price List = Price List ATP-PRC-01

Sales Person = Any value from LOV

Ship To Location: Select from LOV if notdefaulted

Bill To Location: Select from LOV if notdefaulted

Others Tab:

Payment Terms: Select from LOV if notdefaulted

Warehouse: Select from LOV if notdefaulted

Lines Items Tab:

Line 1.1:

Ordered Item: ATP-CPU-ATO

Qty = 1

UOM = Ea

Save

Order Number:

Order Status:


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12 Configure

the ATO

Model

Lines

Place the cursor on line 1.1

Press the Configurator button

Click on the ATP-CPU Model button to

the left

Select the ATP-Modem Option

Click on the ATP-Processor Option Class

to the left

Select the ATP-600MHZ Option

Click on the ATP-Hard-Drive Option

Class to the left

Select the ATP-8G Option

Click on the ATP-Memory Option Class

Select the ATP-64Meg Option

Press the Done button to Save the

Configuration

Sales Order Form:

Click the Book Order button

13 Display the

Detail

Lines

Line Items Tab:

Tools -> Show Line Details

All selected options and classes shoulddisplay.

All lines should have a schedule date

Schedule Date:

14 Create

Config

Item

Eligible

Line Items Tab:

Place Cursor on the model line 1.1

Actions Button -> Progress Order -> Ok

Create Configuration - Eligible -> OK

Record Workflow Request Id

Click Ok

Request ID:

Model Line :

1.1

Config Item

Line :

Con

style='width:63.

0pt;border-top:n


10/13

Line Items Tab:

View the Configured Item Number.

It will start wither followed by *

one;border-left:

none;

border-bottom:s

olid windowtext

.5pt;border-righ

t:solid

windowtext

.5pt;

mso-border-top-

alt:solid

windowtext

.5pt;mso-border

-left-alt:solid

windowtext

.5pt;

padding:0in

5.4pt 0in

5.4pt;height:4.9

pt'>

15 Create

Supply

Order

Eligible


Sales Orders

Press F11 to enter a query

Order Number = Enter Order Number

Press Ctrl+F11 to execute the query

Lines Item Tab:

Place Cursor on the configured item line

Actions -> Progress Order -> Ok

Select Create Supply Order-Eligible

Press Ok

Document Request ID

View Menu -> Requests

Click on the Find button

Find your ID

Request ID:

Request Status:

Job Number:


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Locate Program Name AutoCreate Final Assembly Orders

Click on the Output button

Document the Job Number16 Release the

Job

WIP Responsibility -> Discrete -> Discrete

Jobs

Select your Standard Organization

Job: Enter Job Number

Click Find

Change the Status from Unreleased to

ReleasedRouting Tab: Enter your Standard Subinventory

Save

17 Issue

Material to

the Job

WIP Responsibility -> Material

Transactions -> WIP Material

Transactions

Job: Enter Job Number

Subinventory: Enter your StandardSubinventory

Assembly Quantity: Enter 1

Click the Continue button

Record quantity available for allcomponents

Click Done

ATP-Modem:

ATP-8X-DVD

ROM:

ATP-600MHZ:

ATP-8G:

ATP-64Meg:

18 Complete

the Job

WIP Responsibility -> Material

Transactions -> Completion Transactions

Job: Enter job number

Click the Continue Button

Quantity: 1


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Click the Done button

19 Confirm

Item is

Available

in

Inventory

Inventory -> On-hand, Availability ->

On-hand Quantity

Organization: Select your ShippingOrganization

Item: Enter your configured item number

Click the Find button

On-hand

Quantity:

20 Pick

Release

OM Responsibility -> Shipping -> Release

Sales Orders -> Release Sales Orders

Order Tab:

Order Number: Enter order numberShipping Tab:

Release Sequence Rule: Any from the LOV

AutoCreate Deliveries: Yes

Inventory Tab:

Warehouse: Enter your ShippingOrganization

Pick Slip Grouping Rule: Any from LOV

Auto Allocate: Yes

Auto Pick Confirm: Yes

Click the Concurrent button

Document the concurrent request number


Click on the Find button. Find your ID for the “Pick Selection ListGeneration” request.

Record the status of the request

Request

Number:

Request Status:

21 Ship Order Number = Enter Order Number Pick Status:


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Confirm Click Find

Lines/LPNs Tab

Using the horizontal scroll bar, scroll to

the right to see the ‘Pick Status’ of the delivery line (should be ‘Released’)

Delivery Tab

Click on Actions: Ship Confirm. Click Go

Ship Options

Ship All: Highlight the radio button

Ensure that Defer Interface is not

enabled.

Click Ok

Document the Interface Trip Stop requestid


Click on the Find button.

Find your ID for the “Interface Trip Stop”

request.

Record the status of the request

Request ID:

Request Status:

22 View Sales

Order


Order Organizer

Order Number = Enter order number

Click Find

Verify the Results: Line # 1.1 Req Qty = 1,

Shipped Qty =1

Order Number:

Req Qty:

Shipped Qty:

.

flow for ato configurations

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