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What I wish I knew before … Avoiding Install Base errors

What I wish I knew before … Avoiding Install Base errors. About Symmetricom. ~$200M annual sales Two major and distinct markets Time, frequency, and synchronization 5 major divisions 6 major sites 5 time zones ~700 employees. IB and Symmetricom. Initial implementation in 2003

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What I wish I knew before … Avoiding Install Base errors

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  1. What I wish I knew before …Avoiding Install Base errors

  2. About Symmetricom ~$200M annual sales Two major and distinct markets Time, frequency, and synchronization 5 major divisions 6 major sites 5 time zones ~700 employees

  3. IB and Symmetricom • Initial implementation in 2003 • Major process revision in 2007 • Currently used by all divisions and most product lines

  4. Getting Started • Do a data review / cleanup first • Only enable IB for items that are eligible for Service, Return or Refund after delivery to the customer • For inexpensive items, determine if it will cost less to simply send a replacement upon request rather than tracking all units in the Install Base • Don't enable Install Base for non-Serial Controlled Items unless absolutely necessary • Make sure everyone understands the impact of changing certain item attributes after IB is implemented

  5. Avoiding IB Errors Run 'Install Base Error Correction and Synchronization Program' regularly! Correct IB transaction errors promptly Close Service Requests promptly - open Service Requests can cause IB transactions to fail if the action will result in an expired item instance Process open discrete jobs before changing Serial Control - especially rework jobs Use 'Install Base and Inventory Data Discrepancies‘ report to find discrepancies in quantities per subinventory between Install Base and Inventory

  6. Fixing IB Transaction Errors Search by 'Serial Number' in the ‘Transaction Errors Processing’ form to find previous IB errors for the same unit - then fix the oldest error Sometimes IB errors that are not cleared when 'Install Base Error Correction and Synchronization Program' is run, can be cleared simply by resubmitting them in the IB error form If you can’t access 'Installation Details' on a sales order, you may be able to make the needed change in the 'Transaction Details' form in ‘Transaction Errors Processing’ Sometimes you can get IB errors because of issues with a child instance

  7. Fixing IB Errors - continued To clear ‘Parties’ In ‘Transaction Details’, change ‘Receipt Type’ to one that doesn't require an ownership change; close the form; then change back to the original ‘Receipt Type’. For RMA Receipts, look for Item Instance for serial number in ‘Lot/Serial/Instance’ tab. If not, clear Instance Number from ‘Transaction Details’. When running a datafix, may need to update csi_ii_forward_sync_temp to set process_flag = 'P' (otherwise get ‘Forward Sync’ error)

  8. Q and A Questions?????

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