Inforln.com ERP LN 10.4 Service Checking Material Availability

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

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

Agenda LN Service – Material availability
• Why
• Business problem
• Business value
• What
• LN Solution
• Demo
• Summary

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

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

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

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

Certainty of material availability
Outbound
activity / order
complete
ATP
Projected
On Hand
Uncertainty in material availability

Detection of shortage
Orders consuming current On Hand
On hand
ServO23
ServO56
ServO78
0
ServO89

Detection of shortage
Orders consuming Planned available
(includes receipts like purchase)
On hand
ServO23
ServO56
ServO178
0
ServO89
PurO116

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

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

Service
Activities
Check
- ATP
- Planned available
Overview
Material
availability
Per order
For batch
1 2 3
Update the service
activity planned
start date*
4

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

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

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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Editor's Notes