Manage Configure to Order Changes Without Canceling Supply

You can modify a configuration and update the same configured item without canceling the existing work order.

Use Oracle Order Management to fulfill an assemble-to-order item that's a one time configuration.

Assume you sell a complex, engineered item that takes several months to build. Each of your customers orders a unique configuration so specific that you'll never use that configuration again for that customer or any other customer. We refer to this as a onetime configuration, and it presents some unique requirements:

• You might need to create a unique work order that remains open for months.
• It takes a long time to build the item, so there's a long fulfillment lead time.
• As part of clarifying scope and concept, your customer might request changes to the design while you're testing and building it. They might request a change to the overall configuration, a configure option, an option's quantity, transactional attribute, and so on.

With a less complex configuration that isn't unique, you would typically cancel the work order, purchase order, or transfer order, then create new supply that meets the revised configuration, but doing this creates problems for a onetime configuration:

• It isn't flexible and assumes that the configuration isn't unique.
• Causes uncertainty and issues in your factory, particularly when changes happen after a significant amount of work is already done.
• Doesn't allow the factory to provide input for the best way to accommodate and manufacture the requested change.
• Doesn't consider the impact that the flow has on expensive customizations.

You need a solution that you can use to finish the item according to whatever options your customer needs, and that incorporates any changes that your customer makes without having to cancel and redo supply:

• For simple changes, you need to manually update the work order instead of canceling it so you don't lose the work that you've already done but can instead move forward with what you already have.
• For complex changes that require you to restart the build, you need to be able to revise the sales order, modify your options, then create a new work order that has the modified options.

To meet these requirements, you can set the item's Match Configuration attribute to One Time:

• Oracle Supply Chain Orchestration will send a change request for the work order and you can continue to update and fulfill demand from the existing work order. Oracle Cost Accounting will consider the latest work definition and work order when it rolls up the cost, and Oracle Supply Planning will consider them when it plans the components.
• If you modify the configuration on the order line, then Order Management won't cancel the work order. Instead, you can manually update it in Oracle Manufacturing to meet the unique configuration's requirements. You can also put the work order on hold while you assess the situation.
• If you determine that the change requires your factory to start over, then you can revise the sales order so it has the change, then create a new work order.

Use this feature to streamline how you manage modifications that you make to the configured item. Maintain a unique configured item and update the existing work order even after you make more than one change request on the order line.

For background, see Overview of Configure-to-Order.

How it Works

1. You set the item's Match Configuration attribute to One Time in the Product Information Management work area.
2. You create a sales order, add a configured item to an order line, and configure it.
3. Configure-to-order creates a unique configured item, marks it as one time, and sets a version number for this specific configuration. Each of the following steps communicates the value in the item's Match Configuration attribute and the version number.
4. Oracle Global Order Promising schedules the order line and sends a supply request to Supply Chain Orchestration to create supply for the item.
5. Supply Chain Orchestration creates a supply order, then sends a request to Manufacturing to create the work order.
6. Manufacturing creates the work order, then sends an update to Supply Chain Orchestration.
7. Supply Chain Orchestration records the work order and sends supply details to Order Management.

You Modify the Configuration

Assume you revise the sales order, modify the configuration, then submit it.

1. Configure-to-order examines the value in the item's Match Configuration attribute, then returns the updated configured item and version to Order Management.
2. Order Management sends an update request to Supply Chain Orchestration to update the existing work order with the modified configuration.
3. Supply Chain Orchestration sends an update request to Manufacturing to update the existing work order.

Manufacturing Processes the Update

If the work order is in Released status and Manufacturing hasn't done any transactions, then it automatically updates the work order. If Manufacturing has done transactions, then:

1. Manufacturing sets the work order to On Hold, adds an entry that describes the modification to the log for the Import Work Orders scheduled process, and creates a production exception. The exception contains the log number.
2. The production supervisor examines the exception in their user notification, prints the log and the work order's travel report, then compares the configurations from the reports. To allow the supervisor to access the log, see these articles:
   • What Job Role Will Allow a Single Fusion User to View all ESS Scheduled Processes/Jobs? (Doc ID 1467664.1)
   • How to View the Output of an ESS Jobs Submitted By Another User Based on Role? (Doc ID 1980772.1)

If the supervisor accepts the modifications, then the supervisor manually updates the work order with the modified configuration and updates the work order's status from On Hold to Released. Supply Chain Orchestration assumes that the modification is now done and successful.

If the supervisor rejects the modification, for example, production has progressed to an extent where the factory can't accept it, then:

1. The supervisor won't update the work order but instead cancels it or cancels the reservation for the work order.
2. Supply Chain Orchestration sends a notification to Order Management that it has an exception to cancel supply.
3. The order manager views the notification in the Order Management work area, then goes to the Supply Chain Orchestration work area to view the exception and the recommended action.
4. The order manager copies the original order line, submits it for scheduling, then cancels the original line.
5. Configure-to-order receives the request for the configured item from Order Management, creates a new configured item that's different from the original one, and then sends it to Order Management.
6. Order Management sends a supply request to Supply Chain Orchestration for the new configured item.
7. Supply Chain Orchestration sends a work order request to Manufacturing and the flow continues as if the supervisor accepted the modification.

Try It

1. Go to the Product Information Management work area, search for, then open your item for editing.
2. Click Specifications > Item Organization > Manufacturing.
3. In the Item Structure area, set the value.

   Attribute	Value
   Match Configuration	One Time

4. Go to the Order Management work area, create a sales order, add the item to an order line, configure it, then submit the sales order.
5. If necessary, create an order revision and modify the item on the order line during fulfillment so it accommodates change requests from your customer, then submit the revision.
6. Manage your work orders so they meet your specific requirements.

Guidelines

• You can use a one time configuration only for a back-to-back make flow, and only on a root, assemble-to-order model. You can't use it on a child assemble-to-order model.
• You can't modify a configuration on the order line while Manufacturing is updating the work order.
• If you use the Standard cost method, then the cost accountant must rerun the cost rollup to recalculate the standard cost according to the components in the latest work order and work definition.
• You can't use a drop shipment with a one time configuration, so you can't set or modify the Supplier attribute or the Supplier Site attribute on the order line or fulfillment line when you create or a revise a sales order in Order Management.