This chapter covers the following topics:
This section describes the CTO Supply to Order Workbench. The Supply to Order Workbench is used to view the status information for Configured and ATO orders, as well as for all dropship orders.
The concept of the Supply to Order Workbench is to give the customer service representative additional details of a multilevel ATO configuration and top-level supply that is linked to the current sales order for a configuration, ATO item, or Drop Shipped Order line. The goal is to provide them with a single source of information to give their customers accurate order statuses. It is a self-service application that can be accessed through the sales order header or lines, by clicking Actions and selecting Supply to Order Workbench.
You can access the Supply to Order Workbench within Order Management from the Supply to Order Workbench action menu. You can also bring up the Supply to Order Workbench independently by using the menu option in the self-service application menu. The Supply to Order Workbench Search page accessed from this menu option enables you to search by an Order context or Line context.
From the Order tab, you can search using the following criteria: Order Number, Customer Name, From Order Date, or To Order Date. If you select Advanced Search you can also search by Order Type and Created By.
From the Line tab, you can search using the following criteria: Order Number, Item, From Schedule Ship Date, or To Schedule Ship Date. If you select Advanced Search you can also search by Base Model, Option Item, Source Type, and Line Status.
The Supply to Order workbench is available from the actions menu in Order Management and is active for any ATO item order line, any dropship orders line and any configuration item line, or any ATO Model lines which have configuration items created. Note that the workbench cannot be invoked until the configuration item is created for ATO model orders (including drop shipped orders).
Note: You must have access to the Supply to Order Workbench Manager responsibility to be able to access the workbench. You can define the security profile from the menu function Define Security profiles and assign the security profile to the responsibility, by setting the appropriate security profile to MO: Security Profile. Depending on the Security profile assigned to the responsibility, you can view only the orders belonging to the operating units that are accessible to your responsibility.
Note: When the workbench is invoked from the sales order, you can view the information for that specific order only. Orders and order lines searches are not accessible.
However, if you try to invoke the workbench and there is no valid line for which to display the information, a message is displayed in the status bar informing you that there are no lines to be displayed. It can be invoked from the order header when the order contains an ATO item, configuration item, or an external (drop shipped) order line. It can be invoked at the line level when the user is on an ATO item, configuration item, or an external (drop shipped) order line. It both cases, it will be available only after the order has been booked. The workbench will not be invoked until the configuration item is created for ATO model lines.
The workbench Orders tab displays the Supply to Order Details which consists of two pages, Supply to Order Lines and the Active Supply Page. Both are explained in detail later.
The Supply to Order Lines page displays context information from the sales order header at the top of the page. When invoked from order header, it lists all the top-level configuration items, ATO items, or drop shipped standard items for that sales order. When invoked from a line it lists the specific line only. Each line displays the item description, quantity, and line status from Order Management, and an active link that describes the type of active supply associated with the order line. You will be able to see links to WIP Jobs, Flow Schedules, Requisitions, or Purchase orders that are reserved or referenced to the sales order line. You can click the active link to go view details of the supply on the Active Supply Details page, described later.
Note: Inventory reservations are not shown on this page.
Note: Dropship PO details will be displayed even after the drop ship PO has been received. However, all other types of supply will no longer be displayed after the supply order is completed and the reservation has transferred to inventory.
If you have any multilevel configurations, the top-level configuration will have an arrow indicating there is more information. Click the arrow to see the indented structure of the configuration items will also be displayed. There is also a expand all and collapse all option. Note that for the lower level configurations, the line number and line status displayed is for the corresponding lower level model, so you can cross-reference the configuration ID shown in the workbench with the sales order line of its base model. Lower level configurations cannot have supply reserved to the sales order, so you will not be able to see any supply details for these configurations.
The Export button is provided for you to export the information in the table to Excel.
The Active Supply Details Page can only be accessed from the link on the Supply to Order Lines tab for a given sales order line. The page displays context information from the line at the top of the page, then lists all the open supplies (WIP Jobs, Flow Schedules, Requisitions or Purchase Orders) for the sales order line.
Note: Inventory reservations are shown in the header of this page.
This page has three tabs: General Supply Information, Orders, and Purchasing Documents. The General Supply tab contains information relevant to all types of supply, such as the Supply Type, Linked quantity, Document Number, Status, Expected Completion Date, and Need by Date.
The Work Orders tab contains details specific to work order jobs: Job start date, Start Quantity, Scrap Quantity, and WIP Job Lot Number. The Purchasing Documents tab contains details specific to purchasing documents (Requisitions, POs, and ASNs). This tab has two tables:
Requisitions and Orders table
Advanced Shipment Notices table
The Requisitions and Orders table contains information specific to Internal, Purchase, and Dropship Requisitions, such as Operating Unit, Document Revision, Line, Supplier, Buyer, Promised Date, Internal Sales Order, and Operating Unit. Sales Order and Operating Unit are applicable only when the purchasing document is an Internal Requisition. You can add Job or PO descriptive flexfields to the tabs by personalizing the page. The Advance Shipment Notices table includes the information specific to ASNs, such as Supply Type, Linked Quantity, Document Number, Ship Date, Supplier, Site, Freight Carrier, and Ship To.
Note: The supply details for a flow schedule are displayed on the General Supply information tab.
Only the Administrator user can personalize a page. For example, for purchase requisitions in Process organizations, you can display additional information, such as secondary order quantity, secondary UOM, and grade. You can personalize for a responsibility, function, or localization. See the OA Framework User's Guide for more information.
To personalize the Supply to Order Workbench:
Log in to application as the system administrator.
Ensure that the Personalize Self-Service Defn profile is set to Yes at your user/responsibility level.
Ensure that the Disable Self-Service Personal profile is not set to Yes at your default/user/responsibility level.
Query the sales order and invoke the Workbench.
The workbench now has links Personalize Region links on top of every region.
Click the link to personalize that region, which will take you to a new page
Select Personalization Level at either the Site, Organization, or Responsibility level.
Click Next. This will take you to the next screen.
Enter the responsibility or site name.
Click Next to display the last page to create or update the personalization. If there is an existing personalization, you can modify it. Otherwise you can create new personalization.
The label of the region can be modified by entering a value in the new label field.
The order of the column displayed can be changed.
New columns can be added by moving column from available column list to column displayed list.
Columns can be removed from the display by moving the columns from the "column displayed" list to the "column available" list.
To change the column labels, click the advanced setting button. This will bring a new page and you can edit the column label in the New Column Label column.
For table regions, you can modify the sorting fields or enter a new sorting field in sorting settings. You can also give filtering condition for the table data by entering condition for any of the columns displayed.
Click Apply in all pages to save the changes.
This will save the personalization and make it effective for the site, organization or responsibility.