Capture Details During Transactions

Assume you need to use a transaction attribute to allow your customer to set the color of a stylized pattern to magenta, black, or blue on the lid of the CTO_474000 laptop computer. Your factory then stamps a unique color pattern onto the

Learn how to set up the CTO_474000. For details, see Create Your Configuration Model.

Summary of the Setup

1. Create the lookup.

2. Create the value set.

3. Create the transaction attribute.

4. Import your model into the configurator.

5. Test your setup.

Create the Lookup

Create the lookup you will use to provide values your user can choose.

1. Go to the Setup and Maintenance work area, then go to the task.

   • Offering: Order Management

   • Functional Area: Orders

   • Task: Manage Order Lookups

2. Click Actions > New, set the values, then click Save.

   Attribute	Value
   Attribute	Value
   Lookup Type	DOO_COMPUTER_COLOR
   Meaning	Color of Laptop Lid
   Description	Colors for the top of a laptop computer.
   Module	Orchestration

3. In the Lookup Codes area, use Actions > New three times to add three codes. Make sure Enabled contains a check mark for each code.

   Lookup Code	Display Sequence	Meaning
   MAGENTA	1	Magenta
   BLACK	2	Black
   BLUE	3	Blue

4. Click Save and Close.

Create the Value Set

1. In the Setup and Maintenance work area, go to the task.

   • Offering: Order Management

   • Functional Area: Orders

   • Task: Manage SCM Common Value Sets

2. On the Manage SCM Common Value Sets page, click Actions > Create, then set the values.

   Attribute	Value
   Value Set Code	Lid Color
   Description	Color of the lid of a laptop computer
   Module	Supply Chain Management Common Components
   Validation Type	Independent
   Value Data Type	Character

3. Set the values.

   Attribute	Value
   From Clause	FND_LOOKUPS
   Value Column Name	DESCRIPTION
   Description Column Name	MEANING
   ID Column Name	LOOKUP_CODE
   Enabled Flag Column Name	'Y' You must enclose Y with single quotation marks ( ' ).
   Start Date Column Name	START_DATE_ACTIVE
   End Date Column Name	END_DATE_ACTIVE
   WHERE Clause	LOOKUP_TYPE = 'DOO_COMPUTER_COLOR'

4. Click Save and Close.

These values filter the Oracle database for the lookup that you created earlier in this topic.

Setup varies for different types of value sets. For details, see Set Attribute Values Before You Transform Source Orders.

Create the Transaction Attribute

1. In the Setup and Maintenance work area, on the Setup page, click Search.

2. Search for, then open Manage Item Classes.

3. On the Manage Item Class page, in the Item Class column, click the class that your item references.

   For this example, assume you set up your item in a class named ATO Models.

4. On the Edit Item Class page, click Transactional Attributes.

5. Click Actions > Create.

6. In the Create Transactional Attribute dialog, set the values.

   Attribute	Value
   Name	Lid Color
   Internal Name	Lid_Color
   Description	Color of the lid of a laptop computer
   Application Scope	For this example, add a check mark to each choice. Configurator Distributed Order Orchestration Order Capture Pricing Configuration Matching
   Data Type	Number or String. For this example, choose String.
   Value Set	Lid Color Note Lid Color is the value set you created earlier in this topic. The value set is optional, but we recommend that you use it. It constrains the values that the transaction attribute can contain. For example, constrain values that your customer can set or enter for the attribute at runtime according to data type or length, or provide a pick list that your customer uses to set the value. Make sure the values are valid with the model you set up for the item in the Configurator work area. For example, if you use the attribute to allow the user to choose black or purple for the lid, then make sure values in the value set also include Black and Purple.

7. Click OK, then click Save and Close.

Import Your Model Into the Configurator

1. Go to the Configurator Models work area.

2. Create a workspace.

   • Click Tasks > Manage Workspaces.

   • On the Manage Workspaces page, click Actions > Create.

   • In the Create Workspace dialog, set the value, then click Save and Close.

     Attribute	Value
     Name	Workspace for Assemble-to-Order Models in M1 (Seattle Manufacturing) You used the M1 organization when you set up the CTO_474000 in Product Information Management, so, for this example, you create a workspace for M1.

   • On the Manage Workspaces page, search for your new work space, then click it in the search results.

3. Add your model to the workspace.

   • On the Workspace page, in the Workspace Participants area, click Actions > Select and Add > Models.

   • In the Select and Add dialog search for CTO_474000, click it in the search result, add a check mark to Include Updated Item Snapshots For Models, then click Apply > OK.

     You add the configuration model. You don't add an option class, configure option, component, or child model.

4. Click Release.

If you update a model that you already added to a workspace, then do this instead of the steps above.

1. On the Overview page, click Tasks > Manage Snapshots.

2. On the Manage Snapshots page, click Actions > Import Model Item.

3. In the dialog, search for and select item CTO_474000, then click Submit.

4. In the Confirmation dialog, notice the request ID, click OK, wait a moment, search for your item, then verify that the search results displays your item.

5. Click Tasks > Manage Workspaces, locate your workspace, then click Release.

   If you add a transaction attribute to a model that you already added to a workspace, then you must import the model into the configurator and release the workspace. The import makes the attribute visible in Order Management so the user can select it at runtime.

   If some time later you change the attribute, then you must create a new workspace, add your model, add an updated snapshot for the item class, then release the new workspace.

For details, see Import Items Into Configurator Models and Release Your Workspace.

Test Your Setup

1. Go to the Order Management work area, create a sales order, then add the CTO_474000 item to an order line.

2. Verify that the order line displays the Lid Color attribute and sets the default value to Black.

3. Set the value of Computer Color to Magenta, then click Submit.

4. Open the work order and verify that it specifies to stamp the pattern onto the laptop lid with magenta ink.