Template v7 January 30, Copyright © Infor. All Rights Reserved. 1 LN: v10.4 Service - Checking Material Availability in LN service LN 10.4 Rollout Training Campus Course Code: 02_ _EEN0526_ELN July 2014 Marco Hoogenraad, Business Analyst,

Template v7 January 30, Copyright © Infor. All Rights Reserved. Intended audience Pre-Sales Consulting Support Prerequisites to know LN Service Concepts ATP, Planned (projected) inventory, On Hand inventory

Template v7 January 30, Copyright © Infor. All Rights Reserved. Agenda LN Service – Material availability Why Business problem Business value What LN Solution Demo Summary

Template v7 January 30, Copyright © Infor. All Rights Reserved. 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

Template v7 January 30, Copyright © Infor. All Rights Reserved. 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

Template v7 January 30, Copyright © Infor. All Rights Reserved. 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

Template v7 January 30, Copyright © Infor. All Rights Reserved. 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

Template v7 January 30, Copyright © Infor. All Rights Reserved. Certainty of material availability Outbound activity / order complete ATP Projected On Hand Uncertainty in material availability

Template v7 January 30, Copyright © Infor. All Rights Reserved. Detection of shortage Orders consuming current On Hand On hand ServO 23 ServO 56 ServO 78 0 ServO 89

Template v7 January 30, Copyright © Infor. All Rights Reserved. Detection of shortage Orders consuming Planned available (includes receipts like purchase) On hand ServO 23 ServO 56 ServO ServO 89 Pur O 116

Template v7 January 30, Copyright © Infor. All Rights Reserved. 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

Template v7 January 30, Copyright © Infor. All Rights Reserved. Solution: Options and navigation in LN Service Activities Check - ATP - Planned available - Prioritized OnHand Overview Material availability Per order For batch 12 3 Update the service activity planned start date* 4 * optional

Template v7 January 30, Copyright © Infor. All Rights Reserved. Service Activities Check - ATP - Planned available - Prioritized OnHand Overview Material availability Per order For batch 12 3 Update the service activity planned start date* 4

Template v7 January 30, Copyright © Infor. All Rights Reserved. Service Activities Check - ATP - Planned available - Prioritized OnHand Overview Material availability Per order For batch 12 3 Update the service activity planned start date* 4

Template v7 January 30, Copyright © Infor. All Rights Reserved. Service Activities Check - ATP - Planned available - Prioritized OnHand Overview Material availability Per order For batch 12 3 Update the service activity planned start date* 4

Template v7 January 30, Copyright © Infor. All Rights Reserved. Service Activities Check - ATP - Planned available - Prioritized OnHand Overview Material availability Per order For batch 12 3 Update the service activity planned start date* 4

Template v7 January 30, Copyright © Infor. All Rights Reserved. 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

Template v7 January 30, Copyright © Infor. All Rights Reserved.

Template v7 January 30, Copyright © Infor. All Rights Reserved. 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

Template v7 January 30, Copyright © Infor. All Rights Reserved. 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

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