1. What I wish I knew before … Avoiding Install Base errors

2. About Symmetricom  ~$200M annual sales  Two major and distinct markets  Time, frequency, and synchronization  5 major divisions  6 major sites  5 time zones  ~700 employees

3. IB and Symmetricom  Initial implementation in 2003  Major process revision in 2007  Currently used by all divisions and most product lines

4. Getting Started  Do a data review / cleanup first  Only enable IB for items that are eligible for Service, Return or Refund after delivery to the customer  For inexpensive items, determine if it will cost less to simply send a replacement upon request rather than tracking all units in the Install Base  Don't enable Install Base for non-Serial Controlled Items unless absolutely necessary  Make sure everyone understands the impact of changing certain item attributes after IB is implemented

5. Avoiding IB Errors  Run 'Install Base Error Correction and Synchronization Program' regularly!  Correct IB transaction errors promptly  Close Service Requests promptly - open Service Requests can cause IB transactions to fail if the action will result in an expired item instance  Process open discrete jobs before changing Serial Control - especially rework jobs  Use 'Install Base and Inventory Data Discrepancies‘ report to find discrepancies in quantities per subinventory between Install Base and Inventory

6. Fixing IB Transaction Errors  Search by 'Serial Number' in the ‘Transaction Errors Processing’ form to find previous IB errors for the same unit - then fix the oldest error  Sometimes IB errors that are not cleared when 'Install Base Error Correction and Synchronization Program' is run, can be cleared simply by resubmitting them in the IB error form  If you can’t access 'Installation Details' on a sales order, you may be able to make the needed change in the 'Transaction Details' form in ‘Transaction Errors Processing’  Sometimes you can get IB errors because of issues with a child instance

7. Fixing IB Errors - continued  To clear ‘Parties’ In ‘Transaction Details’, change ‘Receipt Type’ to one that doesn't require an ownership change; close the form; then change back to the original ‘Receipt Type’.  For RMA Receipts, look for Item Instance for serial number in ‘Lot/Serial/Instance’ tab. If not, clear Instance Number from ‘Transaction Details’.  When running a datafix, may need to update csi_ii_forward_sync_temp to set process_flag = 'P' (otherwise get ‘Forward Sync’ error)

8. Q and A  Questions?????