2014 Software Global Client Conference

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2 AV TSS-07 Using Serialized Inventory and Item Analyzer in Avantis Presented by Cindy Dean

3 Mobile App: Please take a moment Check into Session by: Select Detailed Schedule Select the specific session Click on Check in Take Session Survey by: Select Detailed Schedule Select the specific session Scroll Down to Survey and Provide Feedback

4 Agenda What is Item Analyzer and where to find it Why use serialized inventory How to set up serialized inventory Questions

5 Item Analyzer - Overview Gives the ability to analyze and make more informed decisions with regards to materials management Ability to view real time inventory information - Replenishment Report Line - Purchase Catalog Item - MRO Item - Requisition Summary and Line - Purchase Order Summary and Line/Delivery - Purchase Order Change Order

6 Item Analyzer - Security Open and/or Edit authority

7 Item Analyzer Data Security Data Security - Limit usage of Item Analyzer to particular storeroom(s), per Security Profile and/or employee

8 Item Analyzer Definitions Demand Not Sourced - Work Orders in Planning Sourced - Pick List Line - Requisition Line not Ordered - Purchase Order Line/Delivery Supply Requisition Line not Ordered Purchase Order Line/Delivery

9 Item Analyzer - Access Available on: Replenishment Report Line Purchase Catalog Item MRO Item Requisition Summary and Line Purchase Order Summary and Line/Delivery Purchase Order Change Order Not available from desktop

10 Item Analyzer - General Identify Inclusion Criteria: - Settings saved to Registry - Clear Results to change Inclusion criteria

11 Item Analyzer - Summary Display summary information for all storerooms identified in Inclusion Criteria Supply and Demand for selected storeroom Blank line displays direct purchase information

12 Item Analyzer - Demand Additional Columns - Ordered not Received - Received - Issued - To be Picked - Pick List Line - Status - Requisition Line - Status - Purchase Order Line - Purchase Order Delivery - Status

13 Item Analyzer - Supply

14 Item Analyzer Usage

15 Item Analyzer Summary Available on most objects that have an item Criteria for analysis set by user Analysis is in real time Displays the Demand, Supply and Usage by Storeroom

16 Serialized Inventory Why serialize? Collect specific history or location information about items Manage spares out of the storeroom, but also track costs and/or statistics related to that spare Track location of parts Build entities from a work order and return to inventory for later use Constructed assemblies can be tracked similar to inventory

17 Serialized Inventory Ability to track inventory items on specific unit basis - Each unit uniquely identified - Tracks location of discrete units Serialized item - Any item that has been assigned a serial number Types of serialized items - General serialized items - Trackable assets

18 Serialized Inventory Serialized items can be designated as trackable assets - Allows specific unit identification and tracking - Movement and Costs tracked for each discrete unit - Item set up as entity as well as inventory item

19 Serialized Inventory Trackable Assets (Entities) - Inventory information available if serialized item linked to entity

20 Serialized Inventory Set up Item Type Value List - Indicate if items of this type are serialized Inventory Classification Value List - Identify classifications requiring serial numbers - Define whether serialization is mandatory for classification - Assign whether AUC should be updated for items in this classification MRO Item General Information - Identify item as serialized - Indicate whether item is repairable - Define serialization UofM

21 Serialized Inventory Set up Item Type Value List Designates whether - Serialization is allowed - Item must be serialized when received - Asset (entity) can be created - Entity Template Considerations: Entity Type Entity Status Parents

22 Serialized Inventory Set up Inventory Classification Value List Identify if Serial numbers required for items in this classification EAR used to move item to or from classification EAR transaction can assign a new parent for the trackable asset. Allows classification to be excluded in AUC calculation

23 Serialized Inventory Set up MRO Item set up Specify that the item will be serialized Specify the unit at which to serialize Must be equal to or lower than item s unit of measure

24 Serialized Inventory Recording Serial numbers can be recorded from: - Item Serialization Worksheet - MRO Item - Work Order Resource Requirement - Inventory transactions - Receipt Worksheet Serial numbers cannot be recorded from MRO Item Setup Wizard - Current balance adjusted will not be created if adjusting into a classification that requires serial numbers

25 Serialized Inventory - Recording Add Serial Item - Allows entry of new serial number records - Used for Inventory Adjustment, Count Adjustment, Cycle Counts

26 Serialized Inventory - Recording Recording Serial Numbers from MRO Item - Add new, remove and view existing serial numbers - Scroll through list - Move serial number location within storeroom

27 Serialized Inventory - Recording Item Serialization Worksheet

28 Serialized Inventory - Recording Recording Serial Numbers from Work Order - Requirements view Launches item serialization worksheet Location of serialized item will be WO Entity to work on

29 Serialized Inventory - Recording Record Serial Numbers from Work Order Assets tab displays asset(s) created during the serialization of item(s) for this work order

30 Serialized Inventory - Recording Recording Serial Numbers from Inventory Transactions Receipt - New serial numbers Inventory Adjustment Count Adjustment Return to storeroom - Existing serial numbers put back into inventory

31 Serialized Inventory - Recording Recording Serial Numbers from Receipt Worksheet

32 Serialized Inventory - Selecting Allows user to select a serial number for a transaction Used for: - Issue - Reclassification - Count Adjustment - Pick List Line - Cycle Counts

33 Serialized Inventory - Selecting Serial Number identified on Issue and Pick List

34 Serialized Inventory - Removing Negative receipts (returns to vendor) Cycle Counts Business policy indicates whether associated asset will be suspended

35 Serialized Inventory - Count Cycle counts for Serial Numbers Opportunity counting not supported Selection worksheet launched from Items, Count Item Details Business policy indicates whether associated asset will be suspended

36 Serialized Inventory Update Work Orders for Serialized items Business Policy allows update of item s cost Book Value adjusted with work order costs at work order close Allows update of serialized item's book value with: Parts, and/or Labor If more than one item serialized by work order, costs pro-rated across serialized items

37 Serialized Inventory Book Value Book value informational only - Available for analysis and replace vs. repair decisions (e.g. determining when to scrap item) When issued, item is still charged out at average unit cost

38 Serialized Inventory - Move Work Orders Close dialog displays all serialized items located on WO entities Serialized item can be moved

39 Serialized Inventory - Locations Move Serialized Item - Available at Work order close dialog Serialized Item possible locations - Storeroom - Entity - Purchase Order - Work Order - Other

40 Serialized Inventory - Location Location of serialized item will change with transaction - Issue WO entity to work on - Reclassification Storeroom - Count Adjustment and Cycle Count no location change - Pick List Line no change until issue transaction is posted

41 Serialized Inventory - Swap Swap activity transaction generated when Serialized item that is also a trackable asset is: Issued and charged to a work order - work order s entity becomes new parent Issued back into inventory - entity on the EAR identified on the Inventory Classification becomes new parent Moved from one entity to another - entity on the EAR becomes new parent

42 Serialized Inventory - Swap Movement Tracked

43 Example Motors that are tracked both in the warehouse and the hierarchy. Beginning Set up Storeroom Motor #145 Motor #146 Motor #147 P-101 (Pump Skid) Motor #257 P-102 (Pump Skid) Motor #289 P-101 (Pump Skid) Motor #252

44 Example Installed Motor Fails and Spare Installed: Storeroom Motor #146 Motor #147 P-101 (Pump Skid) Motor #257 (Broken) Motor #145 P-102 (Pump Skid)-Motor #289 P-101 (Pump Skid)-Motor #252

45 Example Repaired Motor returned to stores as a spare: Storeroom Motor #257 (Repaired) Motor #146 Motor #147 P-101 (Pump Skid) Motor #145 P-102 (Pump Skid) Motor #289 P-101 (Pump Skid) Motor #252

46 Example Step 1 A work order is created against the failed component

47 Example Step 2 The spare motor is issued

48 Example Step 2a The spare is automatically installed in the hierarchy

49 Example Step 3 The broken component is returned to stores via a negative issue

50 Example Step 3a The component that requires repair was automatically moved to the virtual storeroom entity

51 Example - Details The status of the entity changes and the installation duration is calculated

52 Example - Details The item and entity show the location of the serialized items

53 Questions

54 Related Support, Services, Training & Expo Demos Support Peter Barbier, Director of Avantis Support, Mike Scholman and Cindy Dean, both Senior Technical Support Analysts, are all here at the conference and available to answer any of your questions. Support can be reached at Or via at Services Please see Alok Pathak, Manager of Implementation Consulting, for all your service needs and inquiries. Alok is present at the conference and available to answer any of your questions. Training Contact Roger Attwell, our Training Manager, for any questions about training availability. Expo Demos Please come see the Avantis Demos on the Expo floor. We are located at Demo Stations : #6 -Remote Electrical Equipment Monitoring #9-Enterprise Asset Management #10-Condition-Based Maintenance

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