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DBS 2.3.4 to 5.0 Delta Presentation

DBS 2.3.4 to 5.0 Delta Presentation. Parts. Agenda. DBS 2.3.4 to DBSi 5.0 Changes New Functionality. New Functionality. Partstore Tax Enhancement

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DBS 2.3.4 to 5.0 Delta Presentation

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  1. DBS 2.3.4 to 5.0 Delta Presentation Parts

  2. Agenda • DBS 2.3.4 to DBSi 5.0 Changes • New Functionality

  3. New Functionality • Partstore Tax Enhancement • Previously, taxes are calculated for PartStore orders based on the customers shipping list in DBS. If a customer changes the “Ship To” in PartStore, DBS does not change the tax codes. The document goes on hold and a user must manually update the tax codes. • With this enhancement, if a customer enters a shipping address, it will be passed to DBS and DBS will calculate the taxes based on that address - manual intervention will not be required. It will first check the taxes set up in MNTINZIP, if it does not exist then it will check the set up in the Customer then finally the Store set up.

  4. Partstore Tax Enhancement • From DBS main menu, go to MNTINZIP

  5. Partstore Tax Enhancement • Position to field is used to locate a particular ZIP and City. Just key in the desired ZIP and City then press enter • It will display the record

  6. Partstore Tax Enhancement • Add, Update or Delete records

  7. Partstore Tax Enhancement • To Add record, key in the Zip, City and tax codes then press enter • Message will display at the bottom confirming the successful addition of record.

  8. Partstore Tax Enhancement • To Update/Change record, key in 'C' beside the record you want to change then make necessary changes then press enter • NOTE : Zip Code and City cannot be changed. Only tax codes • Message will display at the bottom confirming the changes made and record will be updated

  9. Partstore Tax Enhancement • To Delete record, key 'D' beside the record you want to delete then press enter • Message will display confirming the deletion of record and record will no longer be in the screen.

  10. Partstore Tax Enhancement: Sample Document • Create Sale doc in Partstore

  11. Partstore Tax Enhancement: Sample Document • Partstore Order • Key in a different Shipping Address

  12. Partstore Tax Enhancement: Sample Document • Tax codes reflects the one in the Shipping address which has a record in MNTINZIP

  13. Check for Valid PIP/PSP at Parts Counter • In DBSi 5.0, there isn’t a notification to the counterman of a valid PIP/PSP. This enhancement will enable the system to check for a valid PIP/PSP and prompt the user if one is available at the counter (similar to what happens when a dealer performs Open WO function). • This will be accomplished by adding a pop-up window on the customer review screen when creating a counter sale if a serial number is entered. • The window will display possible outstanding PIP/PSP issues. As a result, the enhancement enables the counter person to notify the customer of any known safety issues.

  14. Check for Valid PIP/PSP at Parts Counter • Go to CRTCTRSL, key in Customer and Store then press CF5 • Key in Make, Model and Serial number then press CF6. A pop up window will appear with possible outstanding PIP/PSP issues

  15. Backorder Search Sequence • If a part is not available at the sourcing store in DBSi 5.0, the system will display up to three stores that have availability at the dealership, so the part will not automatically back order to the vendor. • If there is availability at more than three stores, another parts document has to be created in order for the system to automatically create a store transfer beyond three stores. • This enhancement to the backorder search sequence allows the user to source up to seven stores in the back order review screen if there is availability. • Dealers will realize better inventory management and improved backorder processes. • This upgrade also assists the dealer by preventing incurring emergency charges when the part is available at the dealership.

  16. Backorder Search Sequence • In MNTPCSTP, press CF12. Choose the proper SOS to be set up and make sure that it has 7 or more stores. It should also be full search Test Data : • Part Number should not be available in the ordering store but is available in 7 sourcing stores.

  17. Backorder Search Sequence • Create countersale document. Order 200 quantity of Part Number. Backorder Transfer Review screen will show all available sourcing stores. • Distribute the backorder qty to all 7 store

  18. Backorder Search Sequence • Edit backorder qty and make it more than the order qty. Error message will display stating the total qty is greater than the backorder qty • Edit backorder qty and make it less than the order qty. Error message will display stating the total qty is less than the backorder qty.

  19. Backorder Search Sequence • Edit backorder qty and make it equal to order qty and finish the document. Check document in MNTPCBO. Is should show all Stores with backorder qty

  20. Reverse NPR for Replacement Parts • With this enhancement, the replaced part will be displayed as a Previous (Replaced) option when a replacing part is typed on the Parts Availability screen and there is inventory available at the dealership for the replaced part. • This will allow the user to exhaust inventory of replaced parts and provide an additional option to the customer.

  21. Reverse NPR for Replacement Parts • In MNTPCNPR, get the replacing Part Number. Key in the Part number, Store and SOS then press CF6. Take note of the Replacing Part Number. • Go to DSPPCAVL, key in the Replacing Part Number and SOS then press enter. Go to the bottom by pressing page down. • Previous (Replaced) Part Number will display, showing the Replaced Part.

  22. Electronic Transmission of Non Cat / ACGO Surplus Returns • This is phase one of the requested changes to enhance the allied supplier surplus return processing. • The enhancement allows additional values to be passed to DBSi for the non-return indicator. • The addition of this data will improve the decision making process for inventory management surplus return selection. • If Non Return Ind is equal to "Y" OR "U" OR "X", Part Status in PCPPIPT0 should be "P", for any other value, it should be " "

  23. Electronic Transmission of Non Cat / ACGO Surplus Returns • NEPS jobs PCJN0038A, PCJN0040A, PCJN0056A and PCJN0138A should be up and running. • NEPS job PCJN0132A should not be running. • Check file PCPASPU0 and verify the Non return indicator value. It should populate correct value for Part Status • From SBMPCJOB, press page down until you are brought to the ALLIED SUPPLIER UPDATES jobs. Submit PCJN5910S. • Once job completed successfully, verify that the Part Status field in PCPPRMS0 has the correct value depending on the Non Return Ind in PCPASPU0. • Previous (Replaced) Part Number will display, showing the Replaced Part.

  24. Parts Simulator • The Inventory Performance Simulator is a new tool for dealer Parts management personnel who want to assess the influence of parameter changes upon inventory, service, and costs. The Simulator will permit more informed, lower-risk decision-making and optimizes inventory performance influencing Return on Investment (ROI) and customer satisfaction. • The purpose of the Parts Inventory Simulator is to show the trends of changing parameters in DBS based on actual activity. The Simulator is built based on the assumptions of a perfect world. Therefore, a baseline needs to be established with the production environment’s current parameters first. Then you can make changes to these parameters and compare the results of the baseline simulator to the simulator with parameter changes. • Several assumptions have been built into the simulator.

  25. Parts Simulator • This can be submitted thru SBMPCJOB • PSJN0001S will need to be run for at least 6 months to have valid data for analysis. • Documentation about the simulator flow and detailed instruction is available upon request . You may also refer to knowledgebase id dcs15125  or dcs16497 for more information regarding this process.

  26. Delivery Performance • Delivery Performance considers the customer delivery expectations upon order entry. • There are Now orders, parts which customers expect over the counter (typically parts critical to machine uptime), Later same day orders, customer expects parts to be fulfilled within the same day the customer places the order, Emergency Order Lead Time orders, Customer wants on the next fastest shipment from Caterpillar which, due to transportation time, may vary globally from 1-20 days, Stock Order Lead Time orders, Orders that are shipped per the regular shipment routes, these are the most cost-effective and are used for replenishment of inventory, Greater Than Stock Order Lead Time orders, Expected by the customer per the customer’s required due date (e.g., 60 day FDO). These due dates will exceed the stock order lead time and will vary on a customer basis.

  27. Delivery Performance To measure delivery performance effectively, everyone who does Order Entry needs to understand the process and the benefits to the customer and Dealership of capturing accurate delivery dates. • Parts Counter • Technicians • Service Expeditors • Recognize need: Are customer orders filled on time? • Use delivery performance functionality in DBSi • Define customer delivery expectations upon order entry • Learn how to set up your stores in DBSi • Set store parameters • Set system to capture delivery date information • Set reporting indicators • Previous (Replaced) Part Number will display, showing the Replaced Part.

  28. Delivery Performance • Determine where to set up default functionality • Not recommended: Service & Counter Order Entry (Customer Terminal Application - CTA) • Must set to enable reporting: E-Commerce; Desk Top Direct/B2B/EDI (inc. PartStore/Integrated Procurement) • Provide personnel training on new order entry processes • Single order with multiple parts has 2 expected delivery dates/new procedure is to split order • Ensure understanding of order fulfillment windows • Supply transportation schedule as a job aid • Identify and address impacts/resistance to change • Previous (Replaced) Part Number will display, showing the Replaced Part.

  29. Delivery Performance • Understand Order Fulfillment Windows • Now orders • Customer expects parts from the Dealer over the counter. These are typically parts critical to machine uptime. • Later Same Day orders • Customer expects parts to be fulfilled within the same day the customer places the order • Emergency Order Lead Time orders • Customer wants on the next fastest shipment from Caterpillar which, due to transportation time, may vary globally from 1-20 days • Stock Order Lead Time orders • Orders that are shipped per the regular shipment routes, these are the most cost-effective and are used for replenishment of inventory. • Greater Than Stock Order Lead Time orders • Expected by the customer per the customer’s required due date (e.g., 60 day FDO). These due dates will exceed the stock order lead time and will vary on a customer basis.

  30. Delivery Performance • How Will This Change External Order Entry? • Identify customer’s expected delivery date, time & location NOT trying to push customer expectations into the future, but accurately record them. • Now • Later Same Day • Emergency Order Lead Time • Stock Order Lead Time • Greater Than Stock Order

  31. Delivery Performance • How Will This Change Internal Order Entry? • Use the same methods to determine delivery date, time & location for internal customers • Conversational clues • Indirect questioning • Separate orders • Stock order cut off time • Time frame of service work • Awareness of inventory replenishment process

  32. Delivery Performance - Understanding the Report • Understand how acknowledgement timing dictates data captured in the delivery performance file for each store • Review acknowledgement time settings & modify as needed • Analyze the delivery performance results • Monitor for false positive / false negative data • Line item detail is captured but Delivery Performance is calculated at the Order Level (‘all or nothing’ calculation) • Week-to-date data available each Saturday (*Recommended) • Month-end report is available • MTD & YTD reports are available • Dealer will determine data purge guidelines

  33. Delivery Performance - Review Weekly Data for Delivery Performance

  34. Delivery Performance - Review Weekly Data for Delivery Performance

  35. Delivery Performance - Maintain Store Parameters - MNTPCSTP

  36. Delivery Performance - Maintain Store Parameters - MNTPCSTP

  37. Delivery Performance - Maintain Default Delivery Day - MNTPCDLD

  38. Delivery Performance - Maintain Default Delivery Day - MNTPCDLD

  39. Delivery Performance - Maintain Default Delivery Day - MNTPCDLD Remove the cursor out of the entry field, press enter

  40. Delivery Performance - Maintain Ordering Parameters - MNTPCORDP

  41. Delivery Performance - Maintain Ordering Parameters - MNTPCORDP No entry - F5

  42. Delivery Performance - Maintain Ordering Parameters - MNTPCORDP

  43. Delivery Performance - Customers Expected Delivery Date Required

  44. Delivery Performance - Customers Expected Delivery Date Required

  45. RF ORDER PICKING • This project will provide a tool to facilitate faster more accurate picking of parts to serve customers and the service shop. • Additionally work measurement reporting will be available to optimize labor application. • Customer orders are routed to hand-held devices in the warehouse. Location and parts will be scanned to enhance picking accuracy. • Productivity reporting will be included to recognize training opportunities and also for management reporting to help achieve productivity gains. • Storage locations will be determined more accurately lessening cost to pick and helping employee efficiency • NEPS jobs PCJN0493A (RFT ORDER PROCESSING) and PCJN0480A (RFT CHECK ORDER) should be running in order to process RF orders.

  46. RF ORDER PICKING - BIN VERIFICATION • Go to COMMAND, key in WRKJOB to get your session code • Go to MNTCPDLRP CF11, add your session code by keying 'A' under A/C field then the session code under Workstation

  47. RF ORDER PICKING - BIN VERIFICATION • Go to RFT menu, press enter until Bin Verification appears • Key in Bin Location then press enter

  48. RF ORDER PICKING - BIN VERIFICATION • Parts Information will be displayed • Press CF5 for Parts Verification • NOTE : This may also be display by exiting Bin Verification (CF01) and going back to RFT main menu

  49. RF ORDER PICKING – PARTS VERIFICATION • Enter Part Number then press enter • Go back to the RFT main menu then press enter unitl Order Picking option appears

  50. RF ORDER PICKING – PARTS VERIFICATION • The Order Picking entry screen will be displayed with the following data: Login ID of the user, current date, and Responsible for all zones? Y/N. If the user signing on will be responsible to pick all zones during this logon session, then type in a Y, otherwise the default value will be N. Press ENTER to display the first order for the zone(s) the user is to pick.

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