Flow for externally sourced ATO Configurations into Install Base and Contracts

ORDER MANAGEMENT, PURCHASING, INSTALL BASE AND

SERVICE CONTRACTS
For ATOs / Configured items

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.

Step Functional Step Steps/References

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

2 records were applied and saved.

Menu Tools -> Organization Assignment
Assign the items to your Shipping Organization.

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

1 records were applied and saved.

Menu Tools -> Organization Assignment
Assign the item to your Shipping Organization.

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

1 records were applied and saved.

Menu Tools -> Organization Assignment
Assign the item to your Shipping Organization.

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..'

2. Product Value: ATO-Processor Value: 0

3. Product Value: ATO-Memory Value:0
4. Product Value: ATO-Modem Value:25
5. Product Value: ATO-Colour Value:30
6. Product Value: ATO-8X-DVD ROM Value:0
7. Product Value: ATO-450MHZ Value:0
8. Product Value: ATO-600MHZ Value:250
9. Product Value: ATO-8G Value:0
10. Product Value: ATO-12G Value:100
11. Product Value: ATO-64Meg Value:0
12. Product Value: ATO-128Meg Value:50
13. Product Value: Pink Casing Value:10
14. Product Value: Black Casing Value:20
15. Product Value: ATO Service program Value:250

Save
Message at the lower left hand screen should state that

15 records were applied and saved

9 Define Assemblies and BOM Responsibility -> Bills -> Bills

Components Sign on into your Master Organization
Header:
Item: ATO-Hard-Drive
Main Tab:
 Item Seq = 10
Component = ATO-8G
Quantity = 1
Order Management Tab = Check Optional
Item Seq = 20
Component = ATO-12G
Quantity = 1
Order Management Tab = Check Optional
Save
Click Tools / create Common Bill
Choose all organizations and OK
Place cursor on Item field and click on the + Icon on the Toolbar
Repeat Step above for the Option Classes below
1.Item: ATO-Processor
Component = ATO-450MHZ
Component = ATO-600MHZ
2. Item: ATO-Memory
Component = ATO-64Meg
Component = ATO-128Meg
3. Item: ATOColour
Component = Pink Casing
Component = Black Casing

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

Verify that the Option Classes are as defined above.

12 Create Sourcing Rule Purchasing Responsibility -> Supply Base ->

Sourcing Rules
Choose your shipping org. when prompted
Sourcing rule name: ATO Buy
Click on All Orgs
Click on Effective Dates; sysdate is defaulted
Type = Buy From
Supplier = <enter a supplier>
Allocation = 100
Rank = 1
Save

13 Assign Sourcing Rule Purchasing Responsibility -> Supply Base ->

Assign Sourcing Rules
Query an existing assignment set or create a new one
Create a new line
Assigned to Type: Item-Organization
Organization = shipping organization
Customer = blank
Item = ATO-PC-BUY
Type = Sourcing Rule
Source = Sourcing rule from previous step

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

p5 Enter Order OM Responsibility -> Orders, Returns -> Sales Orders

Main Tab:
Customer = Standard Customer
Order Type = Standard Order Type for ATO (e.g. Mixed)
Price List = Price List Corporate
Sales Person = Any value from LOV
Ship To Location: Select from LOV if not defaulted
Bill To Location: Select from LOV if not defaulted
Others Tab:
Payment Terms: Select from LOV if not defaulted
Warehouse: Select from LOV if not defaulted
Lines Items Tab:
Line 1.1:
Ordered Item: ATO-PC-BUY
Qty = 1
UOM = Ea
Save

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

Sales Order Form:

Click the Book Order button

17 Display the Detail Lines Line Items Tab:

Tools -> Show Line Details
All selected options and classes should display.
All lines should have a schedule date

18 Create Configured Item Line Items Tab:

Place Cursor on the model line 1.1
Actions Button -> Progress Order -> Ok
Create Configuration - Eligible -> OK
Record Workflow Request Id
Click Ok
Line Items Tab:
View the Configured Item Number.
It will start with Ordered Item Number followed by *

19 Add additional Service for the Line Items Tab:

configured item Place Cursor on the configured item line 1.1..0
Press the '+' icon to create a new line
Line number will default to 2.1
Enter item name ATO Service Program
Click on Service Tab
Service Reference type = Order
Service Order type = the ordertype of your order
Service Ref order Number = your ordernumber
Service Ref Line number = pick the configured item from

the lov (scroll to right)

Service Ref shipment number = pick the configured item
from the lov (scroll to right)
Service Start date = (sysdate + 1 year); e.g. 01-Aug-2004
Service End date = (service start date + 2 years

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

Lines Item Tab:

Place Cursor on the configured item line
Actions -> Progress Order -> Ok
Select Create Supply Order-Eligible
Press Ok
 The status of the configured item line should be

'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

Review Purchasing setup for autoapproval.

23 Autocreate Purchase Order Purchasing Responsibility -> Autocreate

Click Clear
Enter the requisition number from previous step
Click Find
Click Automatic
The supplier from the sourcing rule should default
Click Create
After several messages, the Purchase Order form should open automatica
with your newly created PO
Press Approve
Choose Submit for Approval
Click OK
PO status changes to Approved

Note:
If the PO cannot be approved immediately, check the Purchasing approval
setup.

24 Receive the PO Purchasing Responsibility -> Receiving -> Receipts

Purchase Order: enter PO number from previous step
Click the FindButton
Minimize the Receipt Header window
Select the line by checking the checkbox on the left
Enter a subinventory to receive the item (and later pick

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

View Menu -> Requests

Click on the Find button.
Find your ID for the Pick Selection List Generation request.
Record the status of the request

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.

27 Ship Confirm OM Responsibility -> Shipping -> Transactions

Order Number = Enter Order Number
Click Find
Lines/LPNs Tab
Using the horizontal scroll bar, scroll to the right to see the
Pick Status of the delivery line (should be Released)
Delivery Tab
Click on Actions: Ship Confirm. Click Go
Ship Options
Ship All: Highlight the radio button
Ensure that Defer Interface is not enabled.
Click Ok
Document the Interface Trip Stop request id

View Menu -> Requests

Click on the Find button.
Find your ID for the Interface Trip Stop request.
Record the status of the request

28 View Sales Order OM Responsibility -> Orders, Returns, Order Organizer

 Order Number = Enter order number
Click Find
Verify the Results: Line # 1.1 Req Qty = 1, Shipped Qty =1

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

View Menu -> Requests

Click on the Find button.
Find your ID for the Workflow Background process request.
Record the status of the request

Service Contracts responsibility -> view menu -> requests

Submit new request: Service contracts Integration with
Order Capture

View Menu -> Requests

Click on the Find button.
Find your ID for theService Integration with Order Capture request.
Record the status of the request

30 View Install Base Results Logon to CRM home page (jtflogin.jsp)

Click Profile
Choose current responsibility: Oracle Install Base user
Click the Update button

1. In the Search Products screen, open the LOV for

'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.

3. Press 'Back'; On the line of the configured item, open

the lov for 'View Details'

Choose Contracts

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.