WARM Warranty and Repair Management For Infor XA

WARM Warranty and Repair Management For Infor XA Release 7 Rod Fortson – Sr. XA Consultant WARMS Product Manager CISTECH, Inc. Denise Luther – Sr. XA Consultant WARMS Technical Manager CISTECH, Inc. 1 1

Business Challenge: XA does not effectively support after-sales service § It is a complicated process: warranty management, returns, and repairs impacts a large part of the organization § Manual and non-integrated processes waste staff time § Lack of control, integration and visibility results in ‘nonprofessional’ image to customer § Islands of data reduce ability to manage the process § Limited visibility of Repair and Warranty Costs § Limited interaction with QC/QA § Limited Inventory visibility and control § Difficult to quote and manage non-warranty Repair Work 2

CISTECH’s Solution: Warranty and Repair Management (WARM) solution that is an integral part of XA § Built on existing XA capabilities § Customer orders and shipments § MO’s for actual repair orders § COM for shipments and billing/AR § Items, inventory, bills, routes §Enterprise Integrator used to create new ‘Claim’ objects to consolidate XA into an integrated claims process §Quote development tool enables billable repairs §Customer claim submission and RMA status available via the web 3

WARM Key Features §Claims ‘workflow’ organizes complex process §Automated electronic communications with customers, Web portal for ‘self service’ §Approvals are enabled at key steps §Repair estimating and quoting tool §Collects key claim data for analysis 4

WARM Architecture §WARM IS XA §The WARMS Database plus right into XA and the Business Objects are in your XA Integrator files. §Browser interface for ease of learning, ease of use, quick access to data, and extensive tailoring §Extensive code files allow tailoring of system to your unique requirements §Enterprise Integrator and System Link enable easy maintenance and upgrades 5

WARM at a Glance • Initiate Claim • Return Materials Authorization (RMA) • Warranty / non-Warranty • Return/RMA customer communication • Claim Tracking • Receive items • Move to repair inventory location 1. CUSTOMER SERVICE 2. RECEIVING ne ho or P ll ca ail e-m Customer Web Access to initiate and track claims XA APPLICATIONS AND DATA + WARM 4. PRODUCT REPAIR AND SHIPPING • Create XA Customer Order • Create XA Manufacturing Order • Use core XA for manufacturing planning and reporting • Use core XA for shipping 3. REPAIR MANAGEMENT / ENGINEERING • Estimate Labor and Materials • Choose items from BOM • Repair vs Replace decision capability • E-mail formal quote to customer • Quote acceptance

WARM – Leveraging XA capabilities WARM comes packaged with multiple pre-defined Views, Subsets, and Workspaces. The WARM database is “Rich” with Repair and Customer Service data. 7 7

Customer Service Central “One place to create and track warranty and repair claims!!” 8

Manage Returns • Visibility at the dock of scheduled receipts • Receive to repair warehouse • Visibility for customer service of receipt status 10

Develop repair quotes Total Estimate: $376. 60 11

Create MO for Repair Generate the XA Manufacturing Order for the repair • Establish Routing Operations or use a Generic Routing • A reference to the RMA is placed in MOMAST 13

WARM Demo 15

WARM Web Portal Claims Manager Welcome to Claims Manager Get started by logging in and viewing your account Customers can initiate a claim, or check claim status. Mass claims can be imported electronically 16

WARM Web Portal – Claims Manager 17

WARM Reporting Automated Data Extracts for Claim Analysis • Claims Approved, Rejected, Pending by Customer for any Date Range • Claims By Finished Good Item and Replacement Components (Failure Analysis) • Claims by Customer/Item for a Date Range 18

WARM Benefits §Improves Customer Service §Increases Team Efficiency §Data enables analysis to reduce cost of quality §Enables control of complex process §Builds on XA capabilities and architecture §Speeds implementation §Easy to tailor §Easy to maintain 19

CISTECH Warranty and Repair Management Questions? THANKS FOR ATTENDING www. cistech. net 20 20