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ATO Made Simple
A simple guide to Oracles
Assemble to Order Process byLarry Sherrod
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What is ATO
Assemble to Order is the process of
building Models and Option Classes to
support selectable options within the sales
order process. The functionality then
provides a means to generate unique
Items, Boms and Routings to deliver
configured product
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What are Models and Options
Model
Option
ClassATO Item
ATO Item
ATO Item
Here is a simple Model/Option
Diagram. Each box in the
Diagram represents an item
and its item type (Template).
There are two BOMs. The one
at the Model level containingthe mandatory item and Option
Class and the Option Class
BOM containing the two
optional items. This structure
supports conditions where you
have a fixed assembly BOM(the mandatory ATO item) and
optional processes. Things
like special assembly
treatments, testing or quality
certifications.
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Setup
You will use the ATO and Option Class
Seeded Templates
You will need an Order Type which
supports ATO workflows
Map out your BOM structure
All items and BOMs must be active in yourMaster Inventory Org
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Item Creation
Start with creating your ATOmodels. The seeded
template should work fine.
The images to the right show
some of the basic attribute
settings.
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BOM Structures
You can now build your BOMstructures. You can start from the
bottom up or top down. Either way
works fine. Use the Indented BOM
form to verify your bill structures.
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Order Entry
You should be able to enter youmodel item in an order now. You
will need to make sure the items
are correctly priced before you
begin.
Enter the model part number and
press the Configurator button at
the bottom of the form.
Note: The Configurator moduleis NOT required for simple ATO.
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Order Entry
You should nowbe presented an
HTML page with
the breakdown of
the options you
must select. Use
the blue arrowson the left of the
form to open and
close the BOM
structure. Once
complete, use the
PreviewConfiguration
button to view the
configured BOM.
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Order Entry
This image
displays the
results of the
selections you
made. Press
the Finishbutton to close
the
configuration
screens and go
back to the
Order Entryscreen.
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Order Entry
This images shows the configured
order lines. You may have to use
the Tools > Show Line Details in
order to display lines for lower
level parts. Now you can BOOK
the order.
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Auto Generate BOM and Work
Order If you progress the order, you should have a status of
Create Configuration Eligible
This process creates the items and BOMs
Once the configured item is created, you can progress
the order to Create Supply Order Eligible This creates the work order for the configured items
It is important to note these processes can be scheduledto run in background and it is not necessary for the order
entry person to process them
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Shipping
At this point, you can ship the goods as
you would any other product.
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Conclusion
Simple ATO helps reduce the number of
BOMs engineering must maintain
Engineering needs only to create the ATO
Model/Option Class structure
Configured BOMs are created as part of
the sales order process
Sales Orders are hard linked to ATO work
orders