More Related Content More from Dan Aldridge, ERP Software Evangelist, LION (19) Inforln.com ERP LN 10.4 Service Checking Material Availability1. 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, marco.hoogenraad@infor.com
2. 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
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Agenda LN Service – Material availability
• Why
• Business problem
• Business value
• What
• LN Solution
• Demo
• Summary
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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
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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
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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
7. 7Copyright © 2013. Infor. All Rights Reserved. www.infor.com
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)
• Determine when material is available,
then plan the employees to perform
activity
• Shift the service job to the material
availability moment
1
employees
2
material
1
material
2
employees
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Certainty of material availability
Outbound
activity / order
complete
ATP
Projected
On Hand
Uncertainty in material availability
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Detection of shortage
Orders consuming current On Hand
On hand
ServO23
ServO56
ServO78
0
ServO89
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Detection of shortage
Orders consuming Planned available
(includes receipts like purchase)
On hand
ServO23
ServO56
ServO178
0
ServO89
PurO116
11. 11Copyright © 2013. Infor. All Rights Reserved. www.infor.com
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
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Solution: Options and navigation in LN
Service
Activities
Check
- ATP
- Planned available
- Prioritized OnHand
Overview
Material
availability
Per order
For batch
1 2 3
Update the
service activity
planned start
date*
4
* optional
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Service
Activities
Check
- ATP
- Planned available
- Prioritized OnHand
Overview
Material
availability
Per order
For batch
1 2 3
Update the service
activity planned
start date*
4
14. 14Copyright © 2013. Infor. All Rights Reserved. www.infor.com
Service
Activities
Check
- ATP
- Planned available
- Prioritized OnHand
Overview
Material
availability
Per order
For batch
1 2 3
Update the service
activity planned
start date*
4
15. 15Copyright © 2013. Infor. All Rights Reserved. www.infor.com
Service
Activities
Check
- ATP
- Planned available
- Prioritized OnHand
Overview
Material
availability
Per order
For batch
1 2 3
Update the service
activity planned
start date*
4
16. 16Copyright © 2013. Infor. All Rights Reserved. www.infor.com
Service
Activities
Check
- ATP
- Planned available
- Prioritized OnHand
Overview
Material
availability
Per order
For batch
1 2 3
Update the service
activity planned
start date*
4
17. 17Copyright © 2013. Infor. All Rights Reserved. www.infor.com
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
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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
20. 20Copyright © 2013. Infor. All Rights Reserved. www.infor.com
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
• Determine when material is available, then plan the employees to perform activity
Editor's Notes
Hello, and welcome to this session