1. Template v7 January 30, 2013 1 Copyright © 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. Template v7 January 30, 2013 2 Copyright © 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

3. Template v7 January 30, 2013 3 Copyright © 2013. Infor. All Rights Reserved. www.infor.com Agenda LN Service – Material availability Why Business problem Business value What LN Solution Demo Summary

4. Template v7 January 30, 2013 4 Copyright © 2013. Infor. All Rights Reserved. www.infor.com 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

5. Template v7 January 30, 2013 5 Copyright © 2013. Infor. All Rights Reserved. www.infor.com 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

6. Template v7 January 30, 2013 6 Copyright © 2013. Infor. All Rights Reserved. www.infor.com 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. Template v7 January 30, 2013 7 Copyright © 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

8. Template v7 January 30, 2013 8 Copyright © 2013. Infor. All Rights Reserved. www.infor.com Certainty of material availability Outbound activity / order complete ATP Projected On Hand Uncertainty in material availability

9. Template v7 January 30, 2013 9 Copyright © 2013. Infor. All Rights Reserved. www.infor.com Detection of shortage Orders consuming current On Hand On hand ServO 23 ServO 56 ServO 78 0 ServO 89

10. Template v7 January 30, 2013 10 Copyright © 2013. Infor. All Rights Reserved. www.infor.com Detection of shortage Orders consuming Planned available (includes receipts like purchase) On hand ServO 23 ServO 56 ServO 178 0 ServO 89 Pur O 116

11. Template v7 January 30, 2013 11 Copyright © 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

12. Template v7 January 30, 2013 12 Copyright © 2013. Infor. All Rights Reserved. www.infor.com 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

13. Template v7 January 30, 2013 13 Copyright © 2013. Infor. All Rights Reserved. www.infor.com 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

14. Template v7 January 30, 2013 14 Copyright © 2013. Infor. All Rights Reserved. www.infor.com 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

15. Template v7 January 30, 2013 15 Copyright © 2013. Infor. All Rights Reserved. www.infor.com 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

16. Template v7 January 30, 2013 16 Copyright © 2013. Infor. All Rights Reserved. www.infor.com 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

17. Template v7 January 30, 2013 17 Copyright © 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

18. Template v7 January 30, 2013 18 Copyright © 2013. Infor. All Rights Reserved. www.infor.com

19. Template v7 January 30, 2013 19 Copyright © 2013. Infor. All Rights Reserved. www.infor.com 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. Template v7 January 30, 2013 20 Copyright © 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

21. Template v7 January 30, 2013 21 Copyright © 2013. Infor. All Rights Reserved. www.infor.com