Module Integrations
(All Basic Modules {Dist & Mfg})
4/22/2014
What is Going to be Taught!!!
Understanding the Module Integrations
Stocking Strategies. Explaining each of the Flows with Module Integrations of each strategy. Question and Answers.
4/22/2014
Stocking Strategies
MTS Make To Stock
Add Line to Order
Ship
Invoice
PTO Pick To Order
Select Option
Add Line to Order
Ship
Invoice
ATO Assemble to Order
Select Option
Add Line to Order
Build
Ship
Invoice
MTO Make To Order
Stocking Strategy Make To Stock
Desi gn Yes Yes Yes Yes No
Raw Material Yes Yes Yes No No
Compon ent Yes Yes No No No
Finished Goods Yes No
ETO Engineer To Order 4/22/2014
Pick To Order Assemble To Order Make To Order Engineer To Order
No No No
Timings
ETO
Delivery Lead Time
MTO
ATO
PTO
MTS
Demand Lead Time
4/22/2014 4
Simple Sales Order Make to Stock
Inventory Material Allocation
Receivable Invoice
Order Management Sales Order
Run Work Flow Background Process
Pricing Modifier/Qualifier
Shipping Execution Delivery/Trip-Stops
4/22/2014
Simple Sales Order Pick to Order (CTO)
Inventory Material Allocation
Receivable Invoice
Order Management Sales Order
Run Work Flow Background Process
Configurator
Pricing Modifier/Qualifier
Shipping Execution Delivery/Trip-Stops
4/22/2014
Simple Sales Order Assemble to Order (CTO)
Shipping Execution Delivery/Trip-Stops
Inventory Material Allocation
Work Order Receivable Invoice Order Management Sales Order Planner
Purchase Requisition
Configurator
Pricing Modifier/Qualifier Payable Invoice Purchase Order
Bill Of Material Costing Quality
Run Work Flow Background Process
4/22/2014
Simple Sales Order Pick to Order (Model) Sales Order Cycle
Start
Enter Sales Order
Configured Item
Model Item
Book Sales Order
Schedule Sales Order
Yes
Hold On Shipment?
Release Sales Order
No
Release the Hold
Generate Packing Slip
Ship Confirmation
Invoice
4/22/2014
Simple Sales Order Assemble to Order (Model) Sales Order Cycle
Start
Enter Sales Order
Configured Item
Model Item
Book Sales Order
Schedule Sales Order
Create BOM & Routings
Create Work Orders
Yes
Hold On Shipment?
Release Sales Order
Complete Work Orders (Job Completion)
No
Release the Hold
Generate Packing Slip
Ship Confirmation
Invoice
4/22/2014
Engineer to Order Sales Order Cycle (ETO)
Select Model & Options
Select the Std CTO or ETO
ETO
Request Quote for ETO
Review Changes In ETO (Engg- BOM)
CTO
Review the Cost of all Items
Book the Order
Finalize the Quote
Need to Generate Item Costs / Price for ETO Items
Make the Design for all New Components -ETO Items (Mfg- BOM)
Generate Mfg BOM
Create the Work Order & Issue the Material
Complete the Job & Move to Stores For Pick Release
Shipment
Invoice
4/22/2014
10
Drop Ship Sales Order Functional Overview
Shipping the Tyres Customer MRF Ltd
ice n vo I R
SO
SO
PO
Inv
Maruthi Udyog Ltd.
oic e AP
PO
Note: Assuming that Customer has given order for Tyres to Maruthi Udyog Ltd but Maruthi in turn sources from MRF Ltd and asks him to ship from his warehouse on Maruthi Udyog behalf. Now Maruthi Udyog Ltd will pay to MRF Ltd for Shipping the Tyres and Customer will pay to Mauruthi Udyog Ltd.
4/22/2014
11
Drop Ship Sales Order Oracle Cycle
View the Requisition Number SOLineActions Additional Line info Drop Ship Tab
SO-Entry Shipping Tab Source Type: External
SO-Book
Requests Requisition Import / Purchase Release OR run Work flow
Approved Requisition
Auto Create Select Inv Org
Run Work Flow Background Process
Receive Expense Sub Inventory
Purchase Order
Payable Invoice
Receivable Invoice
4/22/2014
12
Internal Sales Order Oracle Cycle
Destination Org will raise the Internal Requisition
ISO Number Internal Requisition (Lines Order Number) Order Organizer (Query with Source as Internal)
Run Requests Create Internal Order-PO Modules Order Import OM Module
Inter Requisition
ISO-Booked
Release Sales Order
Ship Confirm - SO
Select the Inv Org
Run Work Flow Background Process Receive Sub Inventory
Notes:
Create Shipping Networks between Source Org (Shipping Org) and Destination Org (Receiving Org) -- Check the Internal Order Required Create a Customer like any Normal Customer and assign the Receiving Org Inventory Location to Internal Location in the Ship To of the Customer. Ensure you have right Internal Order Type assigned in the Purchasing Options in the Purchasing Responsibility. Note :Internal Ordered & Internal Order Enabled " Item Attributes " must be checked in the Item definition
4/22/2014
13
Simple Sales Order Cycle
Pick Docment Set
Ship Document Set
Start
SO Entry
SO Book
Release SO
Ship Confirm SO
Run Work Flow Background Process
End
MTS
ATO
Inventory MTS , PTO (Model/Item)
WIP ATO (Model/Item)
Defer Inventory Interface
Defer Invoice Interface
4/22/2014
14
Return Sales Order Cycle
Return Tab: Reference Type, Return Reason & Select the Return Line Type
Inventory Receiving. (MRB Sub Inventory - Do the Inspection if required) Run Work Flow Background Process
Start
SO Entry
SO Book
Inventory Receiving
End
Based on your Line Type Selection Credit Memo will be created
4/22/2014
15
Purchasing Cycle
Requisition Stores/Office/Shop Floor
Tools->Copy Doc
Request For Quotation Bid/Standard/Catalog 2. Automatic Release Auto Create
Quote Analysis Multiple Suppliers
Analysis
Quotation Bid/Standard/Catalog
Approve Auto Create
Purchase Order SPO/ PPO / CPA/BPA
Blanket Release
Select Inv Org
4/22/2014
Receiving Direct/Standard/ Inspection
Select Inv Org
[Link] Create
Tools->Copy Doc
16