Skip to main content

PTO Flow in Oracle EBS



  Responsibility : Manufacturing and Distribution Manager

 Create Items

- Create PTO Model (PTO_MODEL_WIKI) using the PTO Model item template and assign it to
organization M1

Ensure that the BOM Item type is Model in the Bills of Material tab and the Pick Components
check box is checked in the Order Management tab







- Create PTO Option Class (PTO_OC_WIKI) using the PTO Option Class item template and assign it to organization M1.

Ensure that the BOM Item type is Option Class in the Bills of Material tab and the Pick Components check box is checked in the Order Management tab







- Create 3 Items (PTO_ITEM, PTO_ITEM_1 & PTO_ITEM2) using the Finished Goods Item Template and assign it to M1 Org

 Add the Items to a Price List

- Navigate to Oracle Pricing Manager responsibility, query an Active Price list and add the items to the Price List and mention a value for price

- Navigation: Oracle Pricing Manager ->Price Lists

 Create stock for the options for a sufficient test quantity

- Navigation: Inventory Responsibility ->Miscellaneous Transactions ->Miscellaneous Receipt

 Create Bill Of Materials (BOMs)

Using a BOM Responsibility, create the BOM for both Model and Option Class in V1 Org and then copy it to M1. OR create it in M1 Org and make it a Common BOM for V1 org.
The BOM has to exist in both the OU (Validation Org.) and the Shipping Org.

- Create Option Class BOM (BOM Responsibility, navigate to BOM -> Bill Of Materials -> Define)

- Enter the Finished Goods items (PTO_ITEM and PTO_ITEM_1) and mark them as Optional



- Create BOM for the PTO Model (BOM Responsibility, navigate to BOM -> Bill Of Materials -> Define)
- Enter the Option Class created above and also an Finished Good included item(PTO_OC_WIKI and PTO_ITEM2)

 Indented BOM - final result is as depicted below

Testflow steps

 Creation of a Sales Order and Configuration of the PTO Model


- Enter a Sales Order Header


- Enter PTO_MODEL_WIKI as the Ordered Item and save the Order Line



- Click on Configurator Button and select the Options



Selection of the Mandatory Options satisfies the Configuration. Observe that the Unsatisfied Box is empty . Click on Finish to complete the Configuration



The cursor is back to the sales order entry form and the order can be booked as the configuration is complete.

Note that the Options are in a status of Awaiting Shipping

 Pick Release the Sales Order

- Navigation: Order Management->Shipping->Transactions->Input the Order number->Select both the Options->Actions->Launch Pick Release

 Ship Confirm the Sales Order

- Navigation: Order Management->Shipping->Transactions->Query the Sales Order->
- Navigate to Delivery Tab->Actions->Ship Confirm->Click OK


- Navigate to Sales Order ->Lines tab . The Options are in Shipped Status



The Lines are in Fulfill Deferred Status

 Run the Workflow Background Process

- Navigation: OM Responsibility->Requests->Run Requests




After the above program completes, the Sales Order Lines are in Closed Status

 Accessing the Receivables Interface to observe the Sales Order


- Navigation: Accounts Receivables->Control->Auto Invoice->Interface Lines
   Do a F11->Enter the Order Number->Cntl F11

The Sales Order lines are now in the auto invoice interface table, ready to be processed by Receivables . Observe that only components marked as optional in BOM can be shown on invoice in addition to the PTO model.



-- This completes the steps for the PTO Configurations testflow
Labels:

Comments

Post a Comment

Popular posts from this blog

General Ledger FAQ

1.  What responsibility should I use when doing the set up for General Ledger? Use a seeded responsibility like 'Oracle General Ledger Super User'. You may also need to use the System Administrator responsibility. 2.  What are the pre-requisites required to define a new calendar? According to your business needs you need to decide the calendar type required i.e. monthly, weekly or biweekly, the number of periods, adjusting periods and the maximum number of periods within a fiscal year. 3. What are the pre-requisites required to define a new Ledger? Define a Calendar, Chart of Accounts and enable the functional Currency  and convention of subledger accounting method. 4. Why must I check the calendar definition before assigning to a Ledger? The calendar definition cannot be changed once it is assigned to a set of books so it is very important to check that the calendar definition is suitable to the specific business needs, has been d
Post a Comment
Read more

Difference Between MTS, ATO, MTO ,PTO ,CTO and ETO.

 Make-to-stock (MTS) In MTS environments, products are created before receipt of a customer order. Customer orders are then filled from existing stock, and then those stocks are replenished through production orders. MTS environments have the advantage of decoupling manufacturing processes from customer orders. Theoretically, this enables customer orders to be filled immediately from readily available stock. It also allows the manufacturer to organize production in ways that minimize costly changeovers and other disruptions. However, there are risks associated with placing finished goods into inventory without having a firm customer order or an established need. These risks tend to limit MTS environments to simple, low-variety, or commodity products whose demand can be forecasted readily.  Assemble-to-order (ATO) In ATO environments, products are assembled from components after the receipt of a customer order. The key components in the assembly or finishing process are pla
Post a Comment
Read more

Accounting entries in Oracle Purchasing and Payables

This document gives in detail different accounts used and the accounting impact of various transactions that take place in Oracle Purchasing and Oracle Payables. Both Standard costing and Average costing methods are considered. The accounts are Oracle Applications specific and might differ from the conventional accounting names. Examples are given wherever required for better understanding of the concept. The sources of these accounts are given. PURCHASING:  Receiving – For Accrual Process for perpetual Accruals Receipts for inventory purchases are always accrued upon receipt. And also use perpetual accruals for expense purchases you want to record uninvoiced purchase liabilities immediately upon the receipt of the expense goods. Receiving Account (Receiving Account) To record the current balance of the material in receiving and inspection. Where to define in Apps: Define Organization                                          Define Receiving Options
Post a Comment
Read more