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Purpose: Enter, buy and ship an ATO Configuration. Process it to Install Base and
(auto)create a warranty and an extended warranty.
Application Version: 11.5.9.
1 Create ATO Model Item Inventory -> Items -> Master Items
Main Tab
Item: ATO-PC-BUY
Description: Buy ATO Model
Menu Tools -> Copy From
Template: ATO Model
Click Apply.
Click Done
Click on Inventory Tab
Serial Generation= At Receipt
Click on General Planning Tab
Make or Buy = Buy
Source Type = Supplier
Click on Service Tab
Servicable Product = Yes
Verify that the Install Base trackable checkbox is enabled automatically
Save
Menu Tools -> Organization Assignment
Assign the item to your Shipping Organization
Save
Create ATO Option Classes Place the cursor on the Item field and click on the + Icon on the Toolbar
1. Item: ATO-Hard-Drive
Description: ATO-Hard-Drive Option Class
Menu Tools -> Copy From
Template: ATO Option Class
Click Apply
Click Done
Click on Service Tab
Servicable Product = yes
Verify that the Install Base trackable checkbox is
enabled automatically
2. Repeat same steps for 1 above starting with
'Place the cursor'
Item Name: ATO-Processor
Description: ATO-Processor Option Class
3. Repeat same steps for 1 above starting with
'Place the cursor'
Item Name: ATO-Memory
Description: ATO-Memory Option Class
4. Repeat same steps for 1 above starting with Place the cursor
Item Name: ATO-Colour
Description: ATO-Colour Option Class
In the Order Management tab, disable the
OE-transactable checkbox
Save
Verify that message at lower left hand states that four records were applie
and saved.
Menu Tools -> Organization Assignment
Assign the items to your Shipping Organization
3 Finish Creating the Options for Repeat Step 2 using the 'Finished Good' Template:
the ATO Configuration 1. Item Name: ATO-Modem
Description: ATO-Modem Optional
2. Item Name: ATO-8X-DVD ROM
Description: ATO-8X-DVD ROM Mandatory Component
3. Item Name: ATO-450MHZ
Description: ATO-450MHZ Pentium II
4. Item Name: ATO-600MHZ
Description: ATO-600MHZ Pentium III
5. Item Name: ATO-8G
Description: ATO-8G Seagate Hard Drive
6. Item Name: ATO-12G
Description: ATO-12G Seagate Hard Drive
7. Item Name: ATO-64Meg
Description: ATO-64Meg SIMM
8. Item Name: ATO-128Meg
Description: ATO-128Meg SIMM
Save
Message at the lower left hand screen should state that 8
records were applied and saved.
Menu Tools -> Organization Assignment
Assign the items to your Shipping Organization.
4 Create a non-shippable option Repeat Step 2 using the Finished Good Template:
1. Item name: Pink casing
Description: Pink coloured casing for PC
Click on Work in Process Tab
Build in WIP: Yes
Supply type: Phantom
C management Tab
Shippable = No
OE Transactable = No
2. Item name: Black casing
Description: Black coloured casing for PC (standard)
Click on Work in Process Tab
Build in WIP: Yes
Supply type: Phantom
Click on Order management Tab
Shippable = No
OE Transactable = No
Click on Service Tab
Serviceable product = Yes
Save
Message at the lower left hand screen should state that
5 Create a Warranty item Place the cursor on the Item field and click on the + Icon on the Toolbar:
Item Name: ATO Warranty
Description: standard 1 year warranty for ATO items
Click on Main Tab
Primary UOM = Year
User item type = Service Program / Warranty
Click on Inventory Tab
Disable all options and checkboxes
Click on Bills of Material Tabl
BOM allowed = Yes
BOM Item type = Standard
Click on Work in Process Tab
Build in WIP = No
Supply Type = phantom
Click on Order Management Tab
Only OE Transactable = yes
all other attributes are disabled
Click on Service Tab
Service item type = Warranty
Duration Period = Year
Duration = 1
Template: 100% Coverage
Save
Message at the lower left hand screen should state that
6 Create a Service Program Place the cursor on the Item field and click on the + Icon on
the Toolbar:
Item Name: ATO Service program
Description: additional, optional extended warranty
Click on Main Tab
Primary UOM = Year
User item type = Service Program / Warranty
Click on Inventory Tab
Disable all options and checkboxes
Click on Bills of Material Tabl
BOM allowed = Yes
BOM Item type = Standard
Click on Work in Process Tab
Build in WIP = No
Supply Type = phantom
Click on Order Management Tab
Customer ordered = yes
Customer orders enabled = yes
Internal ordered = yes
Internal orders enabled = yes
OE Transactable = yes
all other attributes are disabled
Click on Service Tab
Service item type = Service
Duration Period = Year
Duration = 1
Template: Gold
Save
Message at the lower left hand screen should state that
7 Assign Items to a Price List OM Responsibility -> Pricing -> Price Lists -> Price List Setup
Query on Price List Corporate
List Lines Tab:
Product Context: Item
Product Attribute: Item Number
Product Value: ATO-PC-BUY
Line Type: Price List Line
Application Method: Unit Price
Value: 1300
Save
8 Finish assigning Items to a Price Place the cursor on the Product Context field and click on the + Icon on the
List Toolbar
1. Product Context: Item
Product Attribute: Item Number
Product Value: ATO-Hard-Drive
Line Type: Price List Line
Application Method: Unit Price
Value: 0
For Items 2 -11, repeat Step 1 above starting with 'Place the..'
Save
Message at the lower left hand screen should state that
10 Define the ATO Model BOM Responsibility -> Bills -> Bills
Header:
Item: ATO-PC-BUY
Main Tab:
Item Seq = 10
Component = ATO-Processor
Quantity = 1
Item Seq = 20
Component = ATO-Hard-Drive
Quantity = 1
Item Seq = 30
Component = ATO-Memory
Quantity = 1
Item Seq = 40
Component = ATO-8X-DVD ROM
Quantity = 1
Item Seq = 50
Component = ATO-Modem
Quantity = 1
Item Seq = 60
Component = ATO Warranty
Quantity = 1
Order Management Tab = Check Optional radio button, except for the ATO
Warranty.
Save
Click Tools / create Common Bill
Choose all organizations and OK
11 Verify the BOM BOM Responsibility -> Bills -> Indented Bills
Item = ATO-PC-BUY
Click Find
Notice the three Option Classes along with the Optional and
Mandatory Item as well as the warranty.
Click on the ++ sign to expand the BOM to its lower levels
of components
14 Set default sourcing rule System Administrator -> Profile -> system
Enter profile option name:
MRP: Default Sourcing Assignment Set
Click Find
Enter the assignment set created in the previous step
16 Configure the ATO Model Lines Place the cursor on line 1.1
Press the Configurator button
Configurator Window:
Click on the ATO-CPU Model button to the left
Select the ATO-Modem Option
Click on the ATO-Processor Option Class to the left
Select the ATO-600MHZ Option
Click on the ATO-Hard-Drive Option Class to the left
Select the ATO-8G Option
Click on the ATO-Memory Option Class
Select the ATO-64Meg Option
Click on the ATO Colour Option class
Select the Pink colour option
Press the Done button to Save the Configuration
e.g 21-Jul-2006)
Save
Verify that the line number of the service program is changed
to 1.1..0.1
20 Create Supply Order Eligible OM Responsibility -> Orders, Returns -> Sales Orders
Press F11 to enter a query
Order Number = Enter Order Number
Press Ctrl+F11 to execute the query
'PO-ReqRequested'
View Menu -> Requests
Click on the Find button
Find your ID
Locate Program Name Create Releases
Wait until it is finished.
21 Run requisition Import Purchasing Responsibility -> View Menu -> Requests
Click on the 'Submit new Request' button
Choose 'Requisition Import'. Leave the eters as defaulted or choose 'ORDE
ENTRY' for the import source.
After running the program, a requisition should be created and the status o
the configured item line should be
'PO-ReqCreated'
22 Find the requisition Purchasing Responsibility -> Requisitions -> Requisition Summary
Enter the configured item in Item/Rev
Click Status tab
status = Approved
Click Find
If that retrieves no records, clear the status field in the search window, sear
on the item name only. Then open the requisition and approve it manually b
pressing the Approve button
Note:
If the PO cannot be approved immediately, check the Purchasing approval
setup.
It from)
Press the Lot - Serial button
Enter a serial number and press Done
Make sure the routing is 'direct delivery'
Save
Note:
If the routing is not defaulting to direct delivery , check your receiving setup
Inventory/Purchasing. Direct delivery will automatically process the receipt
and put it on stock.
25 Confirm Item is Available in Inventory -> On-hand, Availability -> On-hand Quantity
Inventory Organization: Select your Shipping Organization
Item: Enter your configured item number
Click the Find button
26 Pick Release OM Responsibility -> Shipping -> Release Sales Orders -> Release Sales Orde
Order Tab:
Order Number: Enter order number
Shipping Tab:
Release Sequence Rule: Any from the LOV
AutoCreate Deliveries: Yes
Inventory Tab:
Warehouse: Enter your Shipping Organization
Pick Slip Grouping Rule: Any from LOV
Auto Allocate: Yes
Auto Pick Confirm: Yes
Click the Concurrent button
Document the concurrent request number
Note:
If the pick release fails to release the configured item, it may have been
unable to allocate the right serial number; In that case transact the move
order (in Inventory), view the allocation, enter the serial number in the Lot-
Serial window and transact the move order.
29 Create Contracts System Administrator responsibility -> view menu -> requests
Submit new request: Workflow background process
Parameters:
Item Type: leave blank
Minimum Threshold: leave blank
Maximum Threshold: leave blank
Process Deferred: yes
Process Timeout: yes
Process Stuck: yes
'Quick Find'
Choose Sales Order Number
Enter your sales order number
Click on the Go button
Result:
All items from the order should be listed.
2. On the line of the configured item, open the lov for 'View Details'
Choose Configuration
Result
The configured item shows on top, the (optional) ATO-Modem is underneat
it.
The Option Classes that were chosen in the sales order are displayed with
blue arrows next to them.
Click on the blue arrows to expand the option classes.
Result
Two contracts have been created; One for the (non-optional) ATO Warranty
and one for the additional extended warranty; ATO Service program.
Verify the dates.