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PTO Configuration Cycle in Order Management

The document outlines the setup and test flow for a basic PTO (power take-off) configuration in Oracle Order Management. It includes steps to: 1. Create relevant items, add them to a price list, and generate stock. 2. Build indented bills of materials (BOMs) for a PTO model and option class. 3. Create a sales order, configure options for a PTO model, pick, ship, and invoice the order. 4. Observe that only optional components from the BOM appear on the invoice in addition to the PTO model.

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SravaniMeessaragandaM
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745 views14 pages

PTO Configuration Cycle in Order Management

The document outlines the setup and test flow for a basic PTO (power take-off) configuration in Oracle Order Management. It includes steps to: 1. Create relevant items, add them to a price list, and generate stock. 2. Build indented bills of materials (BOMs) for a PTO model and option class. 3. Create a sales order, configure options for a PTO model, pick, ship, and invoice the order. 4. Observe that only optional components from the BOM appear on the invoice in addition to the PTO model.

Uploaded by

SravaniMeessaragandaM
Copyright
© © All Rights Reserved
We take content rights seriously. If you suspect this is your content, claim it here.
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Download as DOC, PDF, TXT or read online on Scribd
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Subject: PTO Configuration Cycle In Order Management

Doc 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 Items
Add the Items to a Price ist
Create stoc! for the options for a sufficient test "uantity
Create #ill Of Materials $#OMs%
Indented #OM & final result is as depicted belo'
Testflo' steps
Creation of a Sales Order and Configuration of the PTO Model
Pic! (elease the Sales Order
Ship Confirm the Sales Order
(un the )or!flo' #ac!ground Process
Accessing the (ecei*ables Interface to 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 Configurations-
Screen 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 <oods Item
Template and assign it to M, Org
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 +, org-
The #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 <oods items $PTO4IT3M and PTO4IT3M4,% and mar! them as Optional
& Create #OM for the PTO Model $#OM (esponsibility9 na*igate to #OM &> #ill Of Materials
&> Define%
& 3nter the Option Class created abo*e and also an ;inished <ood included
item$PTO4OC4)I5I and PTO4IT3M0%
Indented OM # final result is as depicted $elo%
Testflo% steps
Creation of a Sales Order and Configuration of the PTO Model
& 3nter a Sales Order @eader
& 3nter PTO4MOD34)I5I as the Ordered Item and sa*e the Order ine
& Clic! on Configurator #utton and select the Options
Selection of the Mandatory Options satisfies the Configuration- Obser*e that the ?nsatisfied #o7
is empty - Clic! on ;inish to complete the Configuration
The cursor is bac! to the sales order entry form and the order can be boo!ed as the configuration
is complete-
=ote that the Options are in a status of A'aiting Shipping
Pick &elease the Sales Order
& =a*igation: Order Management&>Shipping&>Transactions&>Input the Order number&>Select
both the Options&>Actions&>aunch Pic! (elease
Ship Confirm the Sales Order
& =a*igation: Order Management&>Shipping&>Transactions&>Auery the Sales Order&>
& =a*igate to Deli*ery Tab&>Actions&>Ship Confirm&>Clic! O5
& =a*igate to Sales Order &>ines tab - The Options are in Shipped Status
The ines are in ;ulfill Deferred Status
&un the 'orkflo% ackground Process
& =a*igation: OM (esponsibility&>(e"uests&>(un (e"uests
After the abo*e program completes9 the Sales Order ines are in Closed Status
Accessing the &ecei(a$les Interface to o$ser(e the Sales Order
& =a*igation: Accounts (ecei*ables&>Control&>Auto In*oice&>Interface ines
Do a ;,,&>3nter 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-, & CTO chec! before to log a #ug
=ote ,/110B-, & ;lo' for ATO Configurations (elease ,,i
)ey%ords
ATO C D3;3((3DDSTAT?S C CO=;I<?(ATO( C OPTIO=DCASS C PTO C I=+OIC3DI=T
3(;AC3 C #IDO;DMAT3(IAS C

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