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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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

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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

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• 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 $$ at multiple
different Business
Partners for same
service order – fully
traceable
Business pain How Infor delivers Business Value $$

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• 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 $$

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How – Solution Overview
Costs of Goodwill and Supplier Claims

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How – Solution Overview

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How – Solution Overview
Field Change Orders (FCOs) and Claims

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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

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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

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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

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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

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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

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Solution Details

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1. Transfer FCO to Customer claim –
customer wants money in stead of repair
Field Change orders

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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

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3.Claim entered, not realized FCO present in system.
System detects relation and proposes to link – only pay once
Field Change orders

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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

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What - Demo
Demo Scenario:
Call – link to FCO – generate Customer Claim

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Summary

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• 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

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