Subject: PTO Configuration Cycle In Order Management Doc ID: ID: 750059.1 Type: BULLTI! Modified Date : "#$!O%$"00& Status: PUBLI'() In t*i+ )ocument Purpose Scope and Application PTO Configuration Cycle In Order Management Setup Steps Create Crea te Items Add the Items to a Price ist Create stoc! for the options optio ns for a sufficient suffic ient test "uantity "uan tity Create #ill Of Materials $#OMs% Indented #OM & final result is as a s depicted belo' Testflo' steps Creation of o f a Sales Order and Configuratio Co nfiguration n of the PTO Model Pic! (elease (ele ase the Sales Order Orde r Ship Confirm Con firm the Sales Order (un the )or!flo' ) or!flo' #ac!ground #ac! ground Process Accessing the th e (ecei*ables Interface Inte rface to obser*e obser* e the Sales Order Other (eferences
Applies to: Oracle Order Management & +ersion: ,,-.-/ to ,0-1-2 Information in this document applies to any platform-
Purpose The purpose of this bulletin is to pro*ide Oracle Customers 'ith a good understanding and the to build a test case for basic PTO Configurations
Scope and Application This document helps the Support 3ngineers and Oracle Customers to understand the setup steps 'ith the rele*ant setup needed to create simple test case for PTO ConfigurationsScreen shots of setups and test case in this note 'ere done in an (,0 instance on an Oracle Internal Test Instance-
PTO Configuration Cycle In Order Management Setup Steps ogin User : MFG / WELCOME Responsibility : Manufacturing and Distribution Manager
Create Items & Create PTO Model $PTO4MOD34)I5I% using the PTO Model item template and assign it to organi6ation M, 3nsure that the #OM Item type is Model in the #ills of Material tab and the Pic! Components chec! bo7 is chec!ed in the Order Management tab
& Create PTO Option Class $PTO4OC4)I5I% using the PTO Option Class item template and assign it to organi6ation M,3nsure that the #OM Item type is Option Class in the #ills of Material tab and the Pic! Components chec! bo7 is chec!ed in the Order Management tab
& Create 8 Items $PTO4IT3M9 PTO4IT3M4, PTO4IT3M0% using the ;inished
Add the Items to a Price List & =a*igate to Oracle Pricing Manager responsibility9 "uery an Acti*e Price list and add the items to the Price ist and mention a *alue for price
& =a*igation: Oracle Pricing Manager &>Price ists
Create stock for the options for a sufficient test quantity & =a*igation: In*entory (esponsibility &>Miscellaneous Transactions &>Miscellaneous (eceipt
Create ill Of Materials !OMs" ?sing a #OM (esponsibility9 create the #OM for both Model and Option Class in +, Org and then copy it to M,- O( create it in M, Org and ma!e it a Common #OM for +, orgThe #OM has to e7ist in both the O? $+alidation Org-% and the Shipping Org& Create Option Class #OM $#OM (esponsibility9 na*igate to #OM &> #ill Of Materials &>
Define% & 3nter the ;inished
& Create #OM for the PTO Model $#OM (esponsibility9 na*igate to #OM &> #ill Of Materials &> Define% & 3nter the Option Class created abo*e and also an ;inished
Indented OM # final result is as depicted $elo%
Testflo% steps Creation of a Sales Order and Configuration of the PTO Model
& 3nter a Sales Order @eader
& 3nter PTO4MOD34)I5I as the Ordered Item and sa*e the Order ine
& Clic! on Configurator #utton and select the Options
Selection of the Mandatory Options satisfies the Configuration- Obser*e that the ?nsatisfied #o7 is empty - Clic! on ;inish to complete the Configuration
The cursor is bac! to the sales order entry form and the order can be boo!ed as the configuration is complete =ote that the Options are in a status of A'aiting Shipping
Pick &elease the Sales Order & =a*igation: Order Management&>Shipping&>Transactions&>Input the Order number&>Select both the Options&>Actions&>aunch Pic! (elease
Ship Confirm the Sales Order & =a*igation: Order Management&>Shipping&>Transactions&>uery the Sales Order&> & =a*igate to Deli*ery Tab&>Actions&>Ship Confirm&>Clic! O5
& =a*igate to Sales Order &>ines tab - The Options are in Shipped Status
The ines are in ;ulfill Deferred Status
&un the 'orkflo% ackground Process & =a*igation: OM (esponsibility&>(e"uests&>(un (e"uests
After the abo*e program completes9 the Sales Sa les Order ines are in Closed Status
Accessing the &ecei(a$les Interface to o$ser(e the Sales Order
& =a*igation: Accounts (ecei*ables&>Control&>Auto In*oice&>Interface ines Do a ;,,&>3nter ;,,&>3nter the the Order =umber&>Cntl ;,, The Sales Order lines are no' in the auto in*oice interface table9 ready to be processed by (ecei*ables - Obser*e that only components mar!ed as optional in #OM can be sho'n on in*oice in addition to the PTO model-
&& This completes the steps for the PTO Configurations testflo'
Other &eferences =ote 0/B,0B-, & 0/B,0B-, & CTO chec! before to log a #ug =ote ,/110B-, & ,/110B-, & ;lo' for ATO Configurations (elease ,,i
)ey%ords ATO D3;3((3DSTAT?S CO=;I
