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.
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.
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.
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