Assemble-To-Order (ATO) / Pick-To-

Order (PTO) Basics in Oracle

Applications
Agenda

Definitions
Setup
Business Flow
– ATO Configuration
– ATO Item
– PTO Configuration
– PTO Item
– On-Hand ATO Configuration
– Preconfigured Items
Agenda (cont.)

Configuration
– Costing
– Pricing
– Description
– Routings
– Weight and Volume
Parameters
Profiles
11.5.9
References
Model (Model Item)

An item whose bill of material

lists option classes and options
available when you place an
order for the model item.

APICS definition is a Super Bill of

Material
Option Class

A group of related option items.

An option class is orderable only
within a model. An option class
can also contain included
(standard) items.

An Option Class is a list of

choices
Option

An optional item component in an

option class or model bill of
material.
Assemble–to–Order (ATO)

An environment where you open

a final assembly order to
assemble items that customers
order.

Assemble–to–order is also an
item attribute that you can apply
to standard, model, and option
class items.
Assemble–to–Order (ATO) Model

A configuration you make in

response to a customer order that
includes optional items.
Assemble–to–Order (ATO) Item

An item you make in response to a

customer order.
Pick–to–Order (PTO)

A configure–to–order environment
where the options and included items
in a model appear on pick slips and
order pickers gather the options when
they ship the order.
Alternative to manufacturing the
parent item on a work order and then
shipping it.
Pick–to–order is also an item attribute
that you can apply to standard,
model, and option class items.
Pick–to–Order (PTO) Model

An item with an associated bill of

material with optional and included
items.
At order entry, the configurator is
used to choose the optional items to
include for the order.
The order picker gets a detailed list of
the chosen options and included items
to gather as separately finished items
just before the order is shipped.
Pick–to–Order (PTO) Item (Kit)

A predefined configuration order

pickers gather as separately finished
included items just before they ship
the order. Also known as a kit.
A kit is an item that has a standard list
of components (or included items) you
ship when you process an order for
that item.
A kit is similar to a pick–to–order
model because it has shippable
components, but it has no options and
you order it directly by its item
number, not using the configuration
selection screen.
Configured, ATO, PTO Items

Configured items are Assemble

to Order (ATO) items that were
created from a model (have a
base model).

ATO items have the Assemble to

Order attribute set to Yes.

Pick to Order (PTO) items have

the Pick Component attribute set
to Yes.
Hybrids

Pick–to–Order models with

optional Assemble–to–Order
items

Pick–to–Order model containing

Assemble–to–Order model

Multi–Level Assemble–to–Order
Model (Multi–Level ATO
Configuration)
BOM Item Type
Base Model
Assemble-to-Order
Pick Components (Pick-to-Order)
Ship Model Complete
Seeded Templates
ATO

Item Type BOM Base Assemble to Pick

Item Type Model Order Component
s
ATO Model Model Yes No

ATO Option Option Yes No

Class Class

ATO Item Standard Yes No

Configured Standard Base Yes No

Item Model
PTO

Item Type BOM Base Assemble to Pick

Item Type Model Order Component
s
PTO Model Model No Yes

PTO Option Option No Yes

Class Class

PTO Item Standard No Yes

Note: There is no configured item in the PTO process.

Order Management Parameters:
Item Validation Organization
Order Management Parameters:
Item Validation Organization

When you enter orders for models,

kits, and assemblies in Oracle Order
Management, you must define all bills
of material in your OM: Item Validation
Organization

Using common bills of material, you

can share bills of material that exist in
your manufacturing organizations with
your item validation organization.
ATO Model Bill of Material
PTO Model Bill of Material
Four Implicit Configuration Rules

Optional

Mutually Exclusive

Min / Max

Quantity Cascade
Four Implicit Configuration Rules
Four Implicit Configuration Rules
Basis

If the component is an option class item, you must

indicate whether you want to override the default
quantity for the option class when a sales order is entered
(the default). Option class quantities affect the mandatory
standard components assigned to the option class.

If you select None for the Basis field, Oracle Order

Management can override the default quantity for the
option class. Order Management defaults the total
quantity to release as the component quantity multiplied
by the option class extended quantity.

If you select Option class for the Basis field, Order

Management cannot override the default quantity for the
option class. Order Management calculates the total
quantity to release as the component quantity multiplied
by the option class extended quantity.
Shipping
ATO Configuration Business Flow
ATO Configuration Business Flow
ATO Configuration Business Flow
ATO Configuration Business Flow
ATO Configuration Business Flow
ATO Configuration Business Flow
ATO Configuration Business Flow
ATO Configuration Business Flow
ATO Configuration Business Flow
ATO Configuration Business Flow
ATO Configuration Business Flow
ATO Configuration Business Flow
ATO Configuration Business Flow
ATO Configuration Business Flow
AutoCreate Configuration Items
ATO Configuration Business Flow
ATO Configuration Business Flow
ATO Configuration Business Flow
ATO Configuration Business Flow
ATO Configuration Business Flow
ATO Configuration Business Flow
ATO Configuration Business Flow
ATO Configuration Business Flow
ATO Configuration Business Flow
ATO Configuration Business Flow
ATO Configuration Business Flow
ATO Configuration Business Flow
ATO Configuration Business Flow
ATO Configuration Business Flow
ATO Configuration Business Flow
ATO Configuration Business Flow
ATO Configuration Business Flow
ATO Configuration Business Flow
ATO Configuration Business Flow
ATO Configuration Pick Pack Ship

Pick Packing Bill of I nvoice

Slip Slip Lading
ATO ATO ATO ATO Any Invoice Enabled item
Configuration Item Item Item EXCEPT the ATO Item
ATO Item Business Flow
ATO Item Business Flow
ATO Item Business Flow
ATO Item Business Flow
ATO Item Business Flow
ATO Item Business Flow
ATO Item Business Flow
ATO Item Business Flow
ATO Item Business Flow
ATO Item Pick Pack Ship
PTO Configuration Business Flow
PTO Configuration Business Flow
PTO Configuration Business Flow
PTO Configuration Business Flow
PTO Configuration Business Flow
PTO Configuration Business Flow
PTO Configuration Business Flow
PTO Configuration Business Flow
PTO Configuration Business Flow
PTO Configuration Business Flow
PTO Configuration Business Flow
PTO Configuration Business Flow
PTO Configuration Pick Pack Ship
PTO Item Business Flow
PTO Item Business Flow
PTO Item Business Flow
PTO Item Business Flow
PTO Item Pick Pack Ship
Pick Pack Ship Summary
On-Hand ATO Configuration Business Flow
On-Hand ATO Configuration Business Flow
On-Hand ATO Configuration Business Flow
On-Hand ATO Configuration Business Flow
On-Hand ATO Configuration Business Flow
On-Hand ATO Configuration Business Flow
On-Hand ATO Configuration Business Flow
On-Hand ATO Configuration Business Flow
On-Hand ATO Configuration Business Flow
On-Hand ATO Configuration Business Flow
Preconfigured Items
Preconfigured Items
Preconfigured Items
Preconfigured Items
Preconfigured Items
Preconfigured Items
Preconfigured Items
Preconfigured Items
Preconfigured Items
Preconfigured Items
Preconfigured Items
Preconfigured Items
Preconfigured Items
Preconfigured Items
Configuration Costing

A cost rollup is performed for

each new configuration to
establish accurate standard
costs that are posted to cost
of goods sold.
Configuration Pricing

Price is rolled up from all

the items that blow back on
the order.

All items must be on the

price list even if the price is
zero
Configured (Item) Description

A dynamically generated item

description derived from the
catalog descriptive elements of
the configured bill of material
components.
Configured Description Steps

Create Configured Description

Item Catalog Group for the ATO
Model

Assign Item Catalog Group to

Option Class Items

Define Bills Elements for the ATO

Model and Option Class Items
Create Configured Description Item
Catalog Group

Decide what descriptive elements to

include in the configured item
description
– ATO Model and Option Class
Descriptive Element Names must
match
– Prefix and/or Suffix can be hard
coded into the catalog
– Descriptive Element Names must
be unique across Option Classes if
they have different values
Create Configured Description Item
Catalog Group
Create Configured Description Item
Catalog Group
INV: Use item catalog name in the
item description

No : Use Item Catalog Group Description

Yes : Use Item Catalog Group Name

Assign Item Catalog Group to Option
Class Items

This should be the same Item

Catalog Group Assigned to all the
standard items in the Option Class
Define Bills Elements

This needs to be done for the

ATO Model and the Option
Classes

Only Pick the Descriptive

Elements necessary to drive the
Configured Item Description
Define Bills Elements
Define Bills Elements - Option
Classes
Define Bills Elements - ATO Model
Configured Descriptions
Configured Descriptions
Configured Descriptions
Configured Routings
Configured Routings
Configured Routings
Configured Weight and Volume

AutoCreate Configuration Items

calculates the weight and volume for
the configured item, by rolling up the
weight and volume of the components
in the OM validation organization.

Multi-level configurations are

supported

If weight and volume units of measure

are not the same unit of measure
conversions are required
Configured Weight and Volume
Bills of Materials Parameters
Inactive Status
Deactivate Configuration Items
Bills of Materials Parameters
Numbering Method
Bills of Materials Profile Options
Configuration Item Delimiter
Bills of Materials Profile Options
Configuration Item Type
Bills of Materials Profile Options
Inherit option class operation
sequence #
Bills of Materials Profile Options
Match to Existing Configurations
Bills of Materials Profile Options
Perform Lead time calculations
Bills of Materials Profile Options
Use Custom Match Function
Bills of Materials Profile Options
Automatic Reservation
Bills of Materials Profile Options
Configurator URL of UI Manager
Work in Process Parameters
Respond to Sales Order Changes
What’s new in 11.5.9

Multi Level Auto Create Supply

Supply to Order Workbench

Enhanced Costing for

Configurations

Improved Configuration BOM

structure
References

Oracle Configure to Order Implementation Manual

Oracle Bills of Material Users Guide

Oracle Inventory Users Guide

Oracle Order Management Users Guide

Oracle Order Management Suite Implementation

Manual

Oracle Work in Process Users Guide