Oracle Configure to Order Process Guide

240 Pages·2012·1.19 MB·English

Oracle® Configure to Order
Process Guide
Release 12
Part No. B31461-03
September 2007
Oracle Configure to Order Process Guide, Release 12
Part No. B31461-03
Copyright © 2000, 2007, Oracle. All rights reserved.
Primary Author:     Valerie Dubois, Amy Sonczalla
Contributing Author:     Usha Arora, Debani Banerjee
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Contents
Send Us Your Comments
Preface
1 Overview of Configure-to-Order Implementation
OverviewofOracleConfiguretoOrder...................................................................................1-1
Definitions.................................................................................................................................1-2
ProcessFlows.............................................................................................................................1-4
FeatureHighlight.................................................................................................................... 1-14
ExamplesUsedinThisManual..............................................................................................1-18
2 Setup
Parameters................................................................................................................................. 2-1
Profiles.......................................................................................................................................2-8
ModelItems,Bills,andRouting.............................................................................................2-15
PreconfiguringItems...............................................................................................................2-32
SourcingSetupforATOModels............................................................................................2-37
ForecastingandMasterSchedulingforATOModels............................................................2-47
OrderManagementSetup.......................................................................................................2-54
ShippingSetup........................................................................................................................2-61
PurchasePricingforModelsandSupplierCommunication................................................2-62
CustomCTOPackages............................................................................................................2-67
3 Create and Process Configurations
EnterConfiguredOrders...........................................................................................................3-1
CreateConfigurationItems.....................................................................................................3-16
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SupplyingUniqueConfigurations.........................................................................................3-53
PickReleaseandShipConfirm............................................................................................. 3-83
IntercompanyInvoicing..........................................................................................................3-83
ActivityandGenericHoldsintheOrderProcess..................................................................3-84
4 Supply To Order Workbench
SupplytoOrderWorkbench.....................................................................................................4-1
5 Order Changes and Returns
OrderChanges...........................................................................................................................5-1
ProcessingConstraints.............................................................................................................5-4
Re-institutingPriorProcessingConstraints............................................................................5-5
6 Updating Existing Configurations
UpdatingExistingConfigurations............................................................................................6-1
7 Deactivating Configuration Items and Purging Data
DeactivateConfigurationItems................................................................................................7-1
OrderPurge............................................................................................................................... 7-5
PurgeMatchingTables............................................................................................................. 7-6
Index
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Send Us Your Comments
Oracle Configure to Order Process Guide, Release 12
Part No. B31461-03
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Preface
Intended Audience
Welcome to Release 12 of the Oracle Configure to Order Process Guide.
This guide assumes you have a working knowledge of the following:
• The principles and customary practices of your business area.
• Configure to Order
If you have never used Configure to Order, we suggest you attend one or more of
the Oracle training classes available through Oracle University.
http://ou.us.oracle.com/
• The Oracle Applications graphical user interface.
To learn more about the Oracle Applications graphical user interface, read the
Oracle Applications User Guide.
See Related Information Sources on page viii for more Oracle Applications product
information.
TTY Access to Oracle Support Services
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within the United States of America 24 hours a day, seven days a week. For TTY
support, call 800.446.2398.
Documentation Accessibility
Our goal is to make Oracle products, services, and supporting documentation
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accessible, with good usability, to the disabled community. To that end, our
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Accessibility of Code Examples in Documentation
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Structure
1  Overview of Configure-to-Order Implementation
2  Setup
This section includes key parameters, profiles, and setup considerations for Configure
to Order functionality.
3  Create and Process Configurations
4  Supply To Order Workbench
5  Order Changes and Returns
6  Updating Existing Configurations
7  Deactivating Configuration Items and Purging Data
Related Information Sources
Integration Repository
The Oracle Integration Repository is a compilation of information about the service
endpoints exposed by the Oracle E-Business Suite of applications. It provides a
complete catalog of Oracle E-Business Suite's business service interfaces. The tool lets
users easily discover and deploy the appropriate business service interface for
integration with any system, application, or business partner.
The Oracle Integration Repository is shipped as part of the E-Business Suite. As your
instance is patched, the repository is automatically updated with content appropriate
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for the precise revisions of interfaces in your environment.
Oracle Advanced Supply Chain Planning, Oracle Risk Optimization, Oracle Global Order
Promising, and Oracle Demand Planning User's Guide
This guide contains the information you need to understand and implement Oracle
Advanced Supply Chain Planning, Oracle Risk Optimization, Oracle Global Order
Promising, and Oracle Demand Planning.
Oracle Applications User's Guide
This guide explains how to enter data, query, run reports, and navigate using the
graphical user interface (GUI) available with this release of Configure to Order (and any
other Oracle Applications products). This guide also includes information on setting
user profiles, as well as running and reviewing reports and concurrent processes.
You can access this user's guide online by choosing "Getting Started with Oracle
Applications" from any Oracle Applications help file.
Oracle Applications Demonstration User's Guide
This guide documents the functional storyline and product flows for Global Computers,
a fictional manufacturer of personal computers products and services. As well as
including product overviews, the book contains detailed discussions and examples
across each of the major product flows. Tables, illustrations, and charts summarize key
flows and data elements.
Oracle Bills of Material User's Guide
This guide describes how to create various bills of materials to maximize efficiency,
support customer requirements, improve quality and lower cost for the most
sophisticated manufacturing environments. By detailing integrated product structures
and processes, flexible product and process definition, and configuration management,
this guide enables you to manage product details within and across multiple
manufacturing sites.
Oracle Cost Management User's Guide
This guide describes how to use Oracle Cost Management in either a standard costing
or average costing organization. Cost Management can be used to cost inventory,
receiving, order entry, and work in process transactions. It can also be used to collect
transaction costs for transfer to Oracle Projects. Cost Management supports multiple
cost elements, multiple subelements, and activity–based costing. It also provides
comprehensive valuation and variance reporting.
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Oracle Engineering User's Guide
This guide enables your engineers to utilize the features of Oracle Engineering to
quickly introduce and manage new designs into production. Specifically, this guide
details how to quickly and accurately define the resources, materials and processes
necessary to implement changes in product design.
Oracle Inventory User's Guide
This guide describes how to define items and item information, perform receiving and
inventory transactions, maintain cost control, plan items, perform cycle counting and
physical inventories, and set up Oracle Inventory.
Oracle Master Scheduling/MRP and Oracle Supply Chain Planning User's Guide
This guide describes a variety of tools offered to manage and manipulate demand
information for both design and operational phases. You can create forecasts, load these
forecasts into master production schedules, and plan your end–items and their
component requirements. You can also execute the plan, releasing and rescheduling
planning suggestions for discrete jobs and repetitive schedules.
Oracle Order Management User's Guide
This guide describes how to enter sales orders and returns, manage spare parts, sales
orders, copy existing sales orders, schedule orders, release orders, plan departures and
deliveries, confirm shipments, create price lists and discounts for orders, and create
reports.
Oracle Project Manufacturing User's Guide
This guide describes the unique set of features Oracle Project Manufacturing provides
for a project–based manufacturing environment. Oracle Project Manufacturing can be
tightly integrated with Oracle Projects; however, in addition to Oracle Projects
functionality, Oracle Project Manufacturing provides a comprehensive set of new
features to support project sales management, project manufacturing costing, project
manufacturing planning, project manufacturing execution and project quality
management.
Oracle Purchasing User's Guide
This guide describes how to create and approve purchasing documents, including
requisitions, different types of purchase orders, quotations, RFQs, and receipts. This
guide also describes how to manage your supply base through agreements, sourcing
rules and approved supplier lists. In addition, this guide explains how you can
automatically create purchasing documents based on business rules through integration
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