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Inforln.com ERP LN 10.4 Using the New Claim Features

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Inforum 2014 Infor ERP differences training for Infor Ming.le, Infor Cloudsuites and Infor ERP LN. These presentations explain how to use new functionality enhancements in Infor LN 10.4 and other applications within the vertical industry Cloudsuites. There are Cloudsuites for Financials, Aerospace and Defense (A&D), Automotive, Industrial Machining and Equipment and other discrete manufacturing industries. If you still have Baan 4, FourthShift, Microsoft Dynamics GP, SAP R/3 or any other legacy ERP, then you might want to consider Infor LN. We specialize in Baan 4 to LN migrations but can handle upgrades from virtually any manufacturing ERP system to the new Infor CloudSuites. For more information and how-to content, visit http://inforln.com or contact Dan Aldridge, CEO of Performa Apps, at 703.251.4504.

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Inforln.com ERP LN 10.4 Using the New Claim Features

  1. 1. 1Copyright © 2013. Infor. All Rights Reserved. www.infor.comCopyright © 2013. Infor. All Rights Reserved. www.infor.com 1 LN: v10.4 Using the New Claim Features Rollout training Campus Course Code: 02_0021040_EEN0457_ELN July 2014 Gerrit Willem Slotman, Senior Business Analyst, gerritwillem.slotman@infor.com
  2. 2. 2Copyright © 2013. Infor. All Rights Reserved. www.infor.com Agenda • Costs of Goodwill and Supplier Claim • FCO and Claim • Why • Business value • Pain & perspective • How • Solution Overview • Solution Process • What • Solution Details (Demo of Call – FCO and Customer Claim) • Summary
  3. 3. 3Copyright © 2013. Infor. All Rights Reserved. www.infor.com • Goodwill or guarantee to customer cannot be invoiced • Supplier should pay! • Not possible to send invoice to customer (for regular service work) and to supplier (for goodwill costs) for same service order Why – Claim Costs of Goodwill • Costs covered by goodwill or guarantee can be claimed at supplier(s) • More cash flow in because of lean supplier claim procedure • Collect $$ at multiple different Business Partners for same service order – fully traceable Business pain How Infor delivers Business Value $$
  4. 4. 4Copyright © 2013. Infor. All Rights Reserved. www.infor.com • Not possible to give money iso performing repair for open FCO • Refund not possible when Service Work should have been covered under FCO • No detection of FCO when claim is registered • Claimed FCO money at supplier (e.g. OEM) not recognizable in finance Why – FCO and Claims • FCO can be followed up via • Repair (service order) • Refund (claim) • Claims and orders tagged and related to FCO • System detects existence of outstanding FCO’s • Less costs in managing FCO’s • Higher customer service since system detects open FCO’s Business pain How Infor delivers Business Value $$
  5. 5. 5Copyright © 2013. Infor. All Rights Reserved. www.infor.comCopyright © 2013. Infor. All Rights Reserved. www.infor.com 5 How – Solution Overview Costs of Goodwill and Supplier Claims
  6. 6. 6Copyright © 2013. Infor. All Rights Reserved. www.infor.com How – Solution Overview
  7. 7. 7Copyright © 2013. Infor. All Rights Reserved. www.infor.comCopyright © 2013. Infor. All Rights Reserved. www.infor.com 7 How – Solution Overview Field Change Orders (FCOs) and Claims
  8. 8. 8Copyright © 2013. Infor. All Rights Reserved. www.infor.com Field Change Orders processes in practice Dealer OEM Custom er Execute Service Order same problem repeats Please start FCO Service order 123 (closed) Service order 456 (closed) FCOs generates: Serv order FCO0001 Serv order FCO0002 Serv order FCO0003 Custom er You get refund of money All FCO cost To be paid by OEM
  9. 9. 9Copyright © 2013. Infor. All Rights Reserved. www.infor.com FCO processes – linked to LN objects FCO Custo mer Claim Service Order Call Supplier Claim 1. Transfer FCO to Customer claim – customer wants money in stead of repair 2. Service order closed and paid by customer, in fact FCO work. Enter Customer Claim for Euros, copy lines from Service Order, tagged to FCO 3. Claim entered, not realized FCO present in system. System should detect relation Follow up action: cancel the FCO or execute asap (depends on cust claim) 4 Supplier claim to OEM as a consequences; In Finance see your money coming from OEM 3 1 2 4 4
  10. 10. 10Copyright © 2013. Infor. All Rights Reserved. www.infor.com FCO processes from call FCO Custo mer Claim Service Order Call link FCO line present FCO line Link call to FCO line Yes, link Create FCO line No, create transfer transfer IGNORE warning of existing FCO Field Change orders
  11. 11. 11Copyright © 2013. Infor. All Rights Reserved. www.infor.com FCO processes from call FCO Custo mer Claim Service Order Call link FCO line present FCO line Link call to FCO line Yes, link Create FCO line No, create transfer transfer Accept warning of existing FCO Via Call  FCO line  claim or order (FCO fulfilled for serial) Field Change orders
  12. 12. 12Copyright © 2013. Infor. All Rights Reserved. www.infor.com Link FCO from Service order or claim FCO Custo mer Claim Service Order FCO line present FCO line Link call to FCO line Yes, link Create FCO line No, create link link Service order / claims detects presence of FCO line Link optionally Field Change orders
  13. 13. 13Copyright © 2013. Infor. All Rights Reserved. www.infor.comCopyright © 2013. Infor. All Rights Reserved. www.infor.com 13 Solution Details
  14. 14. 14Copyright © 2013. Infor. All Rights Reserved. www.infor.com 1. Transfer FCO to Customer claim – customer wants money in stead of repair Field Change orders
  15. 15. 15Copyright © 2013. Infor. All Rights Reserved. www.infor.com 2. Service order closed and paid by customer, in fact FCO work. Enter Customer Claim for refund; Copy lines from Service Order, tagged to FCO Field Change orders
  16. 16. 16Copyright © 2013. Infor. All Rights Reserved. www.infor.com 3.Claim entered, not realized FCO present in system. System detects relation and proposes to link – only pay once Field Change orders
  17. 17. 17Copyright © 2013. Infor. All Rights Reserved. www.infor.com 4. Supplier claim as a consequences; In Finance see your money coming from OEM • Finance • Configure a mapping for FCO number and OEM BP code • Send to Ledger account or financial dimension Field Change orders
  18. 18. 18Copyright © 2013. Infor. All Rights Reserved. www.infor.comCopyright © 2013. Infor. All Rights Reserved. www.infor.com 18 What - Demo Demo Scenario: Call – link to FCO – generate Customer Claim
  19. 19. 19Copyright © 2013. Infor. All Rights Reserved. www.infor.comCopyright © 2013. Infor. All Rights Reserved. www.infor.com 19 Summary
  20. 20. 20Copyright © 2013. Infor. All Rights Reserved. www.infor.com • Goodwill or guarantee to customer cannot be invoiced • Supplier should pay • Refund not possible when Service Work should have been covered under FCO Summary: Costs of Goodwill and Claim / FCOs and Claims • Costs covered by goodwill or guarantee can be claimed at supplier(s) • FCO can be followed up via • Repair (service order) • Refund (claim) • Claims and orders tagged and related to FCO • Collect $$ at multiple different Business Partners for same service order – fully traceable • Less costs in managing FCO’s • Higher customer service since system detects open FCO’s Business Pain Solution Business Value
  21. 21. 21Copyright © 2013. Infor. All Rights Reserved. www.infor.com

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