MTO 505 · IMPLEMENTATION WALKTHROUGH

How does a Make to Order implementation unfold?

Build the MTO boundary once, then prove that the same customer requirement survives promise, planning, production, fulfilment, and economics.

1. 01

   Discover

   What must remain customer-specific? Establish the order types, materials, configurations, customers, service commitments, and financial consequences that require individual demand rather than a collective MTS response.

   Exit evidence: approved MTO boundary, representative order families, ownership, service and margin measures, and known exceptions.

2. 02

   Design

   Choose individual/collective supply treatment, sales-order-stock model, costing model, and confirmation model. Make the relationship between TOR, ATP, MRP, production and Finance explicit.

   Exit evidence: signed design decisions, dependency map, requirements/class rationale, stock valuation choice, and exception rules.

3. 03

   Build & Prove

   Build one complete customer order through MRP, production or procurement, delivery, billing, and economics. Prove both normal flow and an order quantity/date change.

   Exit evidence: traceable schedule-line demand, pegged supply, assigned receipt, delivery and billing, reconciled cost/revenue, and defect evidence.

4. 04

   Deploy

   Prepare master data, open orders, assigned stock, MRP jobs, cutover sequencing, communications, roles, and reconciliations so the live chain does not lose ownership mid-flight.

   Exit evidence: cutover runbook, open-order and stock treatment, job schedule, reconciliation controls, owners, and rollback or containment actions.

5. 05

   Stabilize

   Operate the exception queue: broken pegging, confirmation misses, undeliverable order stock, late procurement, production variance, settlement and margin differences.

   Exit evidence: measured exceptions, root causes, correction routes, support ownership, and a verified first period-end.