ERP LN Service Depot RMAs and Repairs

1. ERPLN Service Depot RMAs and Repairs Presented by: Strategic Systems Group, Inc.

2. Managing Customer Materials • Do you manually track customer returns? • Do you send out loaner equipment? • Do you need a better way to tie it all together? Strategic Systems Group, Inc.

3. Return Material Categories Different types of material returns • Warranty / Replacement • Repair • Customer Owned Strategic Systems Group, Inc.

4. Managing Return Materials • Warranty • Repair (with revenue) • Loaner • Costs • Status Strategic Systems Group, Inc.

5. Business Processes Business Policies Strategic Systems Group, Inc.

6. Maintenance Sales Orders Manages: • Receipt • Maintenance • Delivery • Loaners • Costing and Invoicing Strategic Systems Group, Inc.

7. Warranty / Replacement • Policies for managing replacement parts • Qualifying parts • Qualifying conditions • Inspection requirements • Disqualifying conditions Strategic Systems Group, Inc.

8. Repair Policies • Types • Warranty / repair • Non-warranty / repair (revenue) • Items • Replace only • Repair only • Cost • Flat rate • Time and material Strategic Systems Group, Inc.

9. Production • Do you use customer materials in production? • What if customer owned material fails in production? Strategic Systems Group, Inc.

10. Maintenance Sales Order Integration • Business Partners • Contacts • Logistics Tables • Central Invoicing • Taxation Strategic Systems Group, Inc.

11. Maintenance Sales Order Strategic Systems Group, Inc.

12. Part Procedures • Receipt Return of goods from customer, including scrap • Loan Defines loaner item and procedure to receive back from customer • Maintenance Defines defective part maintenance  work order performs repair • Delivery Shipment of parts to customer Strategic Systems Group, Inc.

13. Warehouse Receipt Strategic Systems Group, Inc.

14. Returned Material RECEIPT COMPLETE Strategic Systems Group, Inc.

15. Maintenance Sales Order Strategic Systems Group, Inc.

16. Service Work Order IntegrationWork Control System • Maintenance Sales Control • Activity Management • Serialization • Revision Control • Warehouse Management • People (Labor) • Purchase Control Strategic Systems Group, Inc.

17. Work Control System • Work Order Processing • Materials • Routings • Planning • Resources • Materials • Execution • Activities • Costing • Material • Operation Strategic Systems Group, Inc.

18. Activity Management • Maintenance / Reference Activities • Materials, Tools, Resources • Maintenance Routings Strategic Systems Group, Inc.

19. Other Data • Problems • Solutions • Items Strategic Systems Group, Inc.

20. Set-up Considerations • Problem / Repair Codes • Coverage and Service Types • Service Items • Reference Activities (all the tasks to perform the repair) • Organization Repair Structure (work centers) • Routings • Business Policies – Repair, Replacement Strategic Systems Group, Inc.

21. Service Items • All items or only select items ? • Serialized or non-serialized ? • Component warranty from your manufacturer ? Strategic Systems Group, Inc.

22. Assess how Service can benefit your organization Identify how it will meet strategic goals Identify business requirements Define current business processes Define which areas to implement and sequence / phases Evaluate supporting Logistics / Common data Validate new business processes through scenario testing Let ERPLN work for you! Service Implementation Strategic Systems Group, Inc.

23. Service Integration Strategic Systems Group, Inc.

24. Questions ?? Presented By Strategic Systems Group, Inc. (SSG) For details on the material presented today, please contact us as dcervelli@ssgnet.com (805) 493-0986 pdjohnson@ssgnet.com (949) 678-9672 Strategic Systems Group, Inc.