System Process Document

Autocreating Configuration Items

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File Name 27759848.doc
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Document Generation Date 18/01/2010 09:40:00
Date Modified 1/18/2010 09:40:00 AM
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Autocreating Configuration Items

Trigger:

Concept
Once you have entered and scheduled a sales order for an assemble-to-order model, Bills of
Material automatically defines a new, unique configuration item complete with a bill of material
and routing (based on the model primary bill and primary routing) for every non-phantom model
in your configuration. To autocreate a configuration item based on an order number, enter the
order number in the Parameters page. Otherwise skip the Sales Order Number field. Configured
BOMs and routings are created in the organizations according to the following settings:

• Model item attribute: Create Configured Item, BOM.

• BOM Parameter: Config BOM Creation Allowed.
If this parameter is unchecked, then the BOM and routing are not created for the
configured item in this organization, even if the configuration BOM and routing creation
is eligible according to the model item attribute Create Configured Item, BOM.
• Sourcing rules set up for the model item in the default assignment set.
Sourcing rules for the model item are referred by the concurrent program if the model
item attribute Create Configured Item, BOM is set to either BOMs based on Sourcing or
Items based on Model, BOM based on Sourcing.
• Option-specific sourcing for the model item and options.
Configuration BOM and routing creation is performed only in those organizations that
are defined as valid organizations in the option specific sourcing set up for the
combination of model and options.
• Whether the BOM and routing exist for the model item in the organization.
If the model BOM and routing do not exist in the organization, then the configured BOM
and routing are not created. Even if the model routing exists without a bill of material, the
BOM and routing are not created for the Configured item.

In this topic, you will autocreate configuration items.

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Required Field(s) Comments

Output - Result(s) Comments

Additional Information

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Procedure

Step Action
1. Begin by navigating to the Run Assemble to Order Processes page.

Click the vertical scrollbar.

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Step Action
2. Click the Manufacturing and Distribution Manager link.

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Step Action
3. Click the vertical scrollbar.

Step Action
4. Click the ATO link.

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Step Action
5. Use the Organizations page to select your organization.

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Step Action
6. Click the M1 Seattle Manufacturing list item.

Step Action
7. Click the OK button.

or Press [Alt+O].

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Step Action
8. Use the Submit a New Request page to submit a request.

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Step Action
9. Click the OK button.

or Press [Alt+O].

Step Action
10. Use the Run Assemble to Order Processes page to enter the name of the report
you want to run.

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Step Action
11. Click the Name button.

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Step Action
12. Use the Reports page to select a report name.

Step Action
13. Click the OK button.

or Press [Alt+O].

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Step Action
14. Use the Parameters page to enter the parameters for the report.

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Step Action
15. Use the Offset Days From field to enter the number of release offset days for the
configuration items. You can create configuration items for only those sales orders
where the estimated discrete job release date is within the number of days you
specify.

Click in the Offset Days From field.

Step Action
16. Enter the desired information into the Offset Days From field. Enter "40".

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Step Action
17. Click in the Organization field.

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Step Action
18. Enter the desired information into the Organization field. Enter "M1".

Step Action
19. Click the OK button.

or Press [Alt+O].

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Step Action
20. Click the Submit button.

or Press [Alt+m].

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Step Action
21. Use the Decision page to note the request ID.

Step Action
22. Click the No button.

or Press [Alt+N].

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Step Action
23. Use the Navigator page to navigate to the Find Requests page.

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Step Action
24. Click the View menu.

or Press [Alt+V].

Step Action
25. Click the Requests menu.

or Press [R].

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Step Action
26. Use the Find Requests page to enter the request ID.

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Step Action
27. Click the Specific Requests option.

Step Action
28. Click in the Request ID field.

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Step Action
29. Enter the desired information into the Request ID field. Enter "5596213".

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Step Action
30. Click the Find button.

or Press [Alt+i].

Step Action
31. Use the Requests page to find the status of the request.

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Step Action
32. Click the View Details... button.

or Press [Alt+s].

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Step Action
33. You have completed the Autocreating Configuration Items procedure.
End of Procedure.

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