Inforln.com ERP LN 10.4 Service Checking Material Availability

1Copyright © 2013. Infor. All Rights Reserved. www.infor.comCopyright © 2013. Infor. All Rights Reserved. www.infor.com 1

LN: v10.4 Service - Checking Material Availability in LN service

LN 10.4 Rollout Training

Campus Course Code: 02_0021040_EEN0526_ELN

July 2014

Marco Hoogenraad, Business Analyst, [email protected]

2Copyright © 2013. Infor. All Rights Reserved. www.infor.com

Intended audience• Pre-Sales

• Consulting

• Support

• Prerequisites to know

• LN Service

• Concepts ATP, Planned (projected) inventory, On Hand inventory


Agenda LN Service – Material availability• Why

• Business problem

• Business value

• What

• LN Solution

• Demo

• Summary


Business Problem• Without material availability, completion of the service activities is not

possible

• When the moment of execution is close, the certainty of material availability needs to be high – often companies cannot check whether all parts are there for e.g. tomorrow

• When the material is NOT available, often no trigger to solve the problem

• by contacting the supplier, to see whether he can deliver earlier

• by shifting the service activity to the first date of material availability

Material not available causes problems

Service activities cannot be completed extra costs, extra visits

Customer satisfaction low, since work not done in time or finished later

Customer satisfaction low, since the broken installation cannot be used

Partial material outbound materials get lost extra costs


Business Value• See upcoming material shortages early

• Make sure that supplier delivers on time

• Contact customer to postpone service job

• This results in

Higher customer satisfaction

Less “half executed” repairs - causing high costs

Outbound for all materials together, no parts lost at staging location


The business requirement• Support 2 planning models:

• Plan employees first (e.g. work bench), then check whether materials are available

• Find easily orders and activities with material shortage (to work on problem)

• Determine when material is available, then plan the employees to perform activity

• Shift the service job to the material availability moment


LN Solution overview• Support 2 planning models:

• Plan employees first (e.g. work bench), then check whether materials are available

• Find easily orders and activities with material shortage (to work on problem)


• Shift the service job to the material availability moment

1employees

2material

1material

2employees


Certainty of material availability

Outbound

activity / order

complete

ATP

Projected

On Hand

Uncertainty in material availability


Detection of shortage Orders consuming current On Hand

On hand

Se

rvO

23

Se

rvO

56

Se

rvO

78

0

Se

rvO

89


Detection of shortage Orders consuming Planned available (includes receipts like purchase)

On hand

Se

rvO

23

Se

rvO

56

Se

rvO

17

80

Se

rvO

89

Pu

rO

11

6


LN Solution: how does it work• Option to mark service-item as critical for inventory

• Various levels of materials availability can be checked:

• ATP (via Enterprise Planning)

• Planned available (projected inventory)

• Prioritized On-Hand

• Prioritized demand (for planned available and prioritized On Hand)

• Released more important than planned

• Origin Field Service, Depot, Prev. Maintenance

• Time

• Optionally, the Service Activities can be shifted to the first material availability moment

• Outbound – order complete or activity complete

• To make sure that all material are issued together for 1 activity or 1 order


Solution: Options and navigation in LN

Service

Activities

Check

- ATP

- Planned available

- Prioritized OnHand

Overview

Material

availabilityPer order

For batch

1 2 3

Update the

service activity

planned start

date*

4

* optional


Service

Activities

Check

- ATP

- Planned available


Overview

Material


For batch

1 2 3

Update the service

activity planned

start date*

4


Service

Activities

Check

- ATP

- Planned available


Overview

Material


For batch

1 2 3

Update the service

activity planned

start date*

4


Service

Activities

Check

- ATP

- Planned available


Overview

Material


For batch

1 2 3

Update the service

activity planned

start date*

4


Service

Activities

Check

- ATP

- Planned available


Overview

Material


For batch

1 2 3

Update the service

activity planned

start date*

4


Demo• For existing orders, the material availability is checked

• Sufficient material for the first activities, shortage for the last activities

• 1 (later) order is released

• This order has now higher priority

• An earlier “planned” service order shows shortage now

• Released order shows no inventory shortage



Limitations / Out of scope• The material lines must have a Planned Inventory Transaction, otherwise

the material availability cannot be checked

• When the item is not configured in Enterprise Planning, the ATP cannot be checked from Service

• Other origins than LN Service (Service Orders, Work Orders, MSO part delivery etc) have a higher priority by default

• Customer owned inventory is excluded from the logic


Summary• Check the material availability

• Longer term : ATP

• Medium term: Planned Available (prioritized)

• Short term: Prioritized On-Hand (prioritized)

• Option to shift the activity to Material availability date

• Plan model:

• Plan employees first (e.g. work bench) and check whether materials are available



Software

Inforln.com ERP LN 10.4 Service Checking Material Availability