inforln.com erp ln 10.4 using the serialized item enhancements

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1 Copyright © 2013. Infor. All Rights Reserved. www.infor.com Copyright © 2013. Infor. All Rights Reserved. www.infor.com 1 LN: v10.4 Using the Serialized Item Enhancements Rollout training Campus Course Code: 02_0021040_EEN0452_ELN July 2014 Gerrit Willem Slotman, Senior Business Analyst, [email protected]

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Page 1: Inforln.com ERP LN 10.4 Using the Serialized Item Enhancements

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

LN: v10.4 Using the Serialized Item Enhancements

Rollout trainingCampus Course Code: 02_0021040_EEN0452_ELN

July 2014

Gerrit Willem Slotman, Senior Business Analyst, [email protected]

Page 2: Inforln.com ERP LN 10.4 Using the Serialized Item Enhancements

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

Serialized Item Enhancements

- Physical Breakdown Changes

- Owner versus User

G.W. Slotman, Senior Business Analyst, Infor

Page 3: Inforln.com ERP LN 10.4 Using the Serialized Item Enhancements

3Copyright © 2013. Infor. All Rights Reserved. www.infor.comCopyright © 2013. Infor. All Rights Reserved. www.infor.com 3

Physical Breakdown

Page 4: Inforln.com ERP LN 10.4 Using the Serialized Item Enhancements

4Copyright © 2013. Infor. All Rights Reserved. www.infor.com

Agenda – Physical Breakdown Changes• Why

• Business value

• Pain & perspective

• How

• Solution Overview

• Solution Process

• What

• Solution Details

• Demo

• Summary

Page 5: Inforln.com ERP LN 10.4 Using the Serialized Item Enhancements

5Copyright © 2013. Infor. All Rights Reserved. www.infor.com

• Easy way to update PBS not available

• Before work starts, not possible to register the actual PBS

• Upon customer demand, unable to change the serial numbers in the PBS after the order

• Unable to receive from external parties PBS updates

• Supersede item and/or serial after overhaul (new lifecycle) required

Physical Breakdown Structure changes

• New module to deal with PB changes

• Superseding of item/serials possible keeping track of old item/serial numbers

• Electronically receive changes in PBS

• Up-to-date PBS correct parts and appropriate corrective actions

• Avoid time consuming communication on PB changes with subcontractors, suppliers etc.

Business pain How Infor delivers Business Value $$

Page 6: Inforln.com ERP LN 10.4 Using the Serialized Item Enhancements

6Copyright © 2013. Infor. All Rights Reserved. www.infor.comCopyright © 2013. Infor. All Rights Reserved. www.infor.com 6

High level Process

Page 7: Inforln.com ERP LN 10.4 Using the Serialized Item Enhancements

7Copyright © 2013. Infor. All Rights Reserved. www.infor.com

Solution Overview - Process

Page 8: Inforln.com ERP LN 10.4 Using the Serialized Item Enhancements

8Copyright © 2013. Infor. All Rights Reserved. www.infor.com

Solution: the process…How does it work? • Configuration Parameters:

Page 9: Inforln.com ERP LN 10.4 Using the Serialized Item Enhancements

9Copyright © 2013. Infor. All Rights Reserved. www.infor.com

Solution: details

Page 10: Inforln.com ERP LN 10.4 Using the Serialized Item Enhancements

10Copyright © 2013. Infor. All Rights Reserved. www.infor.com

Solution: details

Page 11: Inforln.com ERP LN 10.4 Using the Serialized Item Enhancements

11Copyright © 2013. Infor. All Rights Reserved. www.infor.com

Solution: details

Page 12: Inforln.com ERP LN 10.4 Using the Serialized Item Enhancements

12Copyright © 2013. Infor. All Rights Reserved. www.infor.com

Demo• Physical Breakdown – Changes

Page 13: Inforln.com ERP LN 10.4 Using the Serialized Item Enhancements

13Copyright © 2013. Infor. All Rights Reserved. www.infor.comCopyright © 2013. Infor. All Rights Reserved. www.infor.com 13

Owner versus User

Who owns the equipment and who is using it?

Page 14: Inforln.com ERP LN 10.4 Using the Serialized Item Enhancements

14Copyright © 2013. Infor. All Rights Reserved. www.infor.com

Agenda – Owner versus User• Why

• Business value

• Pain & perspective

• How and What

• Demo

• Summary

Page 15: Inforln.com ERP LN 10.4 Using the Serialized Item Enhancements

15Copyright © 2013. Infor. All Rights Reserved. www.infor.com

• Not clear who involved parties are around serial are; supplier, owner, user, dealer

• Owner often financial owner; not service responsible. E.g. in use by should get the invoice

• OEM doing work for Service Provider wants to invoice Service Provider; not the user

Owner versus User of serial

• Per serial / installation group registration of involved parties

• Invoice by default to one of the registered parties

• Incidentally deviate from default party

• Time to cash reduction when sending invoice to correct party

• Under unusual circumstances also other involved parties known to be invoiced – also decrease time to cash

• Providing service to leased equipment possible

Business pain How Infor Delivers Business Value $$

Page 16: Inforln.com ERP LN 10.4 Using the Serialized Item Enhancements

16Copyright © 2013. Infor. All Rights Reserved. www.infor.com

Demo• Owner versus User

• Installation Group

• Serialized Item

Page 17: Inforln.com ERP LN 10.4 Using the Serialized Item Enhancements

17Copyright © 2013. Infor. All Rights Reserved. www.infor.com

Summary: • Serial Item Enhancements

• Physical Breakdown Changes

• Owner versus User

• Business Pains:

• Upon customer demand, unable to change the serial numbers in the PBS after the order

• Not clear who involved parties are around serial are; supplier, owner, user, dealer

• Business Value:

• Avoid time consuming communication on PB changes with subcontractors, suppliers

• Time to cash reduction when sending invoice to correct party

Page 18: Inforln.com ERP LN 10.4 Using the Serialized Item Enhancements

18Copyright © 2013. Infor. All Rights Reserved. www.infor.com