A SIMPLE PICK TO ORDER CONFIGURATION -- SETUP &FLOW

A Pick to Order process (PTO) is part of the Configure to Order process. In this process, all the options are finished goods that are stocked in the warehouse and there is no assembly operation involved. The PTO Model is configured on the Sales Order and the associated Options are picked and shipped.

Summarization of the Setup Steps and Flow

Creation of Inventory Items using the relevant item templates Creation of Bill Of Materials for Option Class and the Model Inclusion of the Option Items and Model in the Price List Stocking of the option items Creation of Sales Order Configuring of the Sales Order Booking Picking & Shipping Execution of the Workflow Background Process Invoicing

SETUP STEPS

A. Create Items

Create PTO Model (PTO_MODEL_WIKI) using the PTO Model item template and assign it to organization M1

Ensure that the BOM Item type is Model in the Bills of Material tab and the Pick Components check box is checked in the Order Management tab

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 is checked in the Order Management tab

Create 3 Items (PTO_ITEM, PTO_ITEM_1 & PTO_ITEM2) using the Finished Goods Item Template and assign it to M1 Org

B. 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 and mention a value for price

Navigation: Oracle Pricing Manager>Price Lists

C . Create stock for the options for a sufficient test quantity

Navigation: Inventory Responsibility>Miscellaneous Transactions>Miscellaneous Receipt

D. Create Bill Of Materials (BOMs)

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.

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

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

TEST FLOW STEPS

A. 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

Click on Configurator Button and select the Options

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

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

B. Pick Release the Sales Order

Navigation: Order Management>Shipping>Transactions>>Input the Order number>>Select both the Options>>Actions>Launch Pick Release

C. 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

The Lines are in Fulfill Deferred Status

D. Run the Workflow Background Process

Navigation: OM Responsibility>Requests>Run Requests

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

E. Accessing the Receivables Interface

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 autoinvoice interface table, ready to be processed by Receivables . Observe that only components marked as optional in BOM can be shown on invoice in addition to the PTO model.

OM Order Diagnostic output

The OM Order Diagnostic output for the above Test Case run is embedded below. This can be accessed for observing the data flow