ATO (Assemble To Order)

CTO - Configure to Order

CTO is having two Types

1.) ATO : Assemble To Order: Assembling the Items and sending the client location.
2.) PTO: Pick To Order: Item will be send to client location then will
install in client location.

ATO Cycle

Create SO
   |
Configure SO
   |
Book Sales Order
   |
Progress Sales Order
   |
Submit Auto Create Final Assy Orders Program
   |
Find Auto Generated Discre Job.
   |
Complete Discrete Job
   |
Pick Release & Ship Confirm
   |
Interface to AR

1.) Define Model Item
Inventory -> Item -> Master Items
copy ATO Model Template
Disable the Stockable Flag
Enable BOM
Disable WIP
Shippable show disable in OM Screen
Assign item to the Organisation

2.) Define ATO Optional Class Item (CPU)
Inventory -> Item -> Master Items
copy ATO Optional Class Template
Disable the Stockable Flag
Enable BOM
Disable WIP
Shippable show disable in OM Screen
Assign item to the Organisation

3.) Define ATO Optional Class Item (Processor)
Inventory -> Item -> Master Items
copy ATO Optional Class Template
Disable the Stockable Flag
Enable BOM
Disable WIP
Shippable show disable in OM Screen
Assign item to the Organisation

4.) Define ATO Optional Class Item (Monitor)
Inventory -> Item -> Master Items
Apply ATO Optional Class Template
Disable the Stockable Flag
Enable BOM
Disable WIP
Shippable show disable in OM Screen
Assign item to the Organisation

5.) Define Standard components (500 HD)
Inventory -> Item -> Master Items
Apply Finished Goods Template
Assign item to the Organisation

6.) Define Standard components (1TB HD)
Inventory -> Item -> Master Items
Apply Finished Goods Template
Assign item to the Organisation

7.) Define Standard components (1TB HD)
Inventory -> Item -> Master Items
Apply Finished Goods Template
Assign item to the Organisation

8.) Define Standard components (i7 Processor)
Inventory -> Item -> Master Items
Apply Finished Goods Template
Assign item to the Organisation

8.) Define Standard components (i5 Processor)
Inventory -> Item -> Master Items
Apply Finished Goods Template
Assign item to the Organisation

9.) Define Standard components (4GB RAM)
Inventory -> Item -> Master Items
Apply Finished Goods Template
Assign item to the Organisation

10.) Define Standard components (8GB RAM)
Inventory -> Item -> Master Items
Apply Finished Goods Template
Assign item to the Organisation

1. DELL_CPU_ATO
   A. Hard Disk
   i. SG_500gb_hd
   ii. SG_1000gb_hd
  B. Processor
   i. i7 Processor
   ii.i5 Processor
  C. RAM
   i. 4GB Ram
   ii. 8GB Ram

Define BOM Parameters

Item Validation Organisation

change Organisation - V1
BOM -> Setup -> Parameters
Inactive Status - Inactive
Number Segment - Item
Numbering Method - Append with Sequence
Create Lower Level Supply - Auto Create Conig Items Only
config BOM Creation Allowed - Checked

Define Optional Class Bills
Bom -> Bills -> Bills
Item - SG_HD_ATO
Component - SG_500GB_HD
enable check box optional
Component - SG_1000GB_HD
enable check box optional

Item - SM_PR_ATO
Component - SM_I7_PR
enable check box optional
Component - SM_I5_PR
enable check box optional

Item - TR_RM_ATO
Component - TR_4G_RM
enable check box optional
Component -  TR_8G_RM
enable check box optional

Define ATO Model Bill
Bom -> Bills -> Bills

Item - DELL_CPU_ATO
Component - SG_HD_ATO
enable check box optional
Component -  SM_PR_ATO
enable check box optional
Component -  TR_RM_ATO
enable check box optional

Find Indented Bill where we find the levels of Bills
Bom -> Bills -> Idented Bills

Copy ATO optional Class Bills from Item Validation Organisation to Plant
Bom -> Bills -> Bills
Tools -> Copy Billfrom
Organisation - V1
Item - SM_HD_ATO
select copy and Save

Tools -> Copy Billfrom
Organisation - V1
Item - SM_PR_ATO
select copy and Save

Tools -> Copy Billfrom
Organisation - V1
Item - TR_RM_ATO
select copy and Save

Copy ATO Model Class Bills from Item Validation Organisation to Plant
Bom -> Bills -> Bills
Tools -> Copy Billfrom
Organisation - V1
Item - SM_HD_ATO
select copy and Save

Assign required workflow ( Not Required for Vision Instance)
OM-> setup -> Transaction Types -> Define
Query Mixed
click on Assign Lineflows
1.)
Line type: Standard Line
Item Type : Inclueded Item
Process Name : Line flow Generic
2.)
Line type: Standard Line
Item Type : Confitured Item
Process Name : Line flow Configuration
3.)
Line type: Standard Line
Item Type : ATo Item
Process Name : Line flow- ATO Item
3.)
Line type: Standard Line
Item Type : ATo Model
ProcessName : Line flow- ATO model


1. Create Sales Order
OM-> Orders, Returns -> Sales Orders
Customer - AT&T
Ware Hous - M1

2. Line Items
Select the Item DELL_CPU_ATO and select quantity 1
Click on Button Configurator and will open the web based Cofig Form
Automatically all the items will be display in Lines
Click on Book Order

3. Go to Actions -> Progress Order -> create config eligible
Now New items(configured item) will get generated by systems in Lines

4. Query the Configured Item in Order Management

5. Submit Auto Create final Assembly Orders Program

6.Select the Parameters and give order number
Status - Released
Org - M1

7. Find Auto generated Discrete Job
WIP-> discrete -> Discrete jobs

Add Operations to the Job
WIP-> Job Schedule  -> Discrete jobs
Give Job Number -> Find

Crete Move Transactions
WIP-> Move Trx  -> Move Trx
Select Job Number
Select Move

Add OHQ to the Items
Inventory -> trx -> Misc Trx
Misc Receipt --> 100 in Stores

Add Supply Subinventory to Job
wip -> Job/Schedule details -> material Requirements
Select Job # and find
Give Sub Inv as Stores and type as Operation Pull

Create Move transactions
WIP -> Move Trax -> Move Trax
Give Job# and save

WIP -> Material Transaction -> Completion Transactions
Select Continue
Select Subinventory - FG
Quantity - 1
Select Done

Pick and Ship the Configuration Item
OM-> Shipping -> Transactions

PTO Cycle : Pick To Order

We will not Assemble the Item in PTO. We will send all the items what ever the customer request for.

Enter Sales
configure Sales
Books
Pick & Ship

Define PTO Model Item:
Inv -> Items -> master items (HP_CPU_PTO)
copy PTO Model Template
BOM is Enabled
Select Item Type - Model
Assign item to the Organisation

Define PTO Optional Class Item:
Inv -> Items -> master items (SG_HD_PTO)
copy PTO Optional Calss Template
BOM is Enabled
Select Item Type - Optional Class
Assign item to the Organisation

Inv -> Items -> master items (IN_PR_PTO)
copy PTO Optional Calss Template
BOM is Enabled
Select Item Type - Optional Class
Assign item to the Organisation

Inv -> Items -> master items (KT_RM_PTO)
copy PTO Optional Calss Template
BOM is Enabled
Select Item Type - Optional Class
Assign item to the Organisation

Define PTO Optional class Bill in Item Validation Organisation
BOM -> Bills ->> Bills
Tools -> Copy Billfrom
Organisation - V1
Item - SM_HD_ATO
select copy and Save