New Manufacturing Integration Simplifies Control of Equipment Service

Apr 10, 2014 12:00:00 AM


Version 2013 R2 of To-Increase Industrial Equipment Manufacturing offers integration with the Service Management module in Microsoft Dynamics NAV. By providing them with the ability to offer valuable services, we enable industrial equipment manufacturers to offer their customers a better return on their investment throughout the lifecycle of the initial project deliverables. By providing services, they also can generate additional revenue. In addition, they gain the ability to ensure that the performance of their own equipment maintains desirable levels.

The new integration connects Industrial Equipment Manufacturing to Microsoft Dynamics NAV in three main areas of functionality in regards to service management:

  • Handing over from the project deliverable to service management

  • Running service orders as projects

  • Taking advantage of the service functionality to implement equipment maintenance plans

Let’s take a look at how these new capabilities work.

Transitioning from Project to Service Delivery

Most of the time, the final deliverable provided by industrial equipment manufacturers is unique and specific to a customer. For that reason, generic item numbers are not useful in identifying such deliverables. In Industrial Equipment Manufacturing, you can use the deliverable functionality to tag a project’s end point with a “dummy” item. You can easily link job items used in a project to the final deliverable and establish an “as installed” structure. Through a sales order, you can transfer that structure to a service item, in which the linked job items become components of the service item. A new wizard combines these capabilities to simplify the hand-over from project to service delivery.

IEM Service Management 1

To allow for a smoother passage from project to service delivery, we also improved the integration of service orders with time registration by means of generic tasks. We added a new field to the Repair Status Setup. When the status is checked, the generic task will be created or updated and set as active. When it is unchecked, but a generic task exists, the status of that task is set to terminated.

IEM Service Management 2

Managing Service Orders as Jobs

In the latest version of Industrial Equipment Manufacturing, you can run repairs and other work performed on the results of your manufacturing as projects instead of simple service orders. The solution now also helps you ensure timely, accurate invoicing.

Microsoft Dynamics NAV processes service orders in the same way as sales orders. This simple process, however, comes with the disadvantage that revenue and the cost of sales are both posted at the time of invoicing. In project-based manufacturing, this is generally not advisable because the posting of costs and performing invoicing tend to be disconnected tasks. We resolved this quandary.

In Industrial Equipment Manufacturing, you can now define one or more types of service orders as Job Management, which means they are managed through a job. During setup, you can define a job template to create a job from a service order. In addition, you have the option to link a service order to an existing job. Once you have made that connection, you can easily link the individual service items in the service order to job tasks.

IEM Service Management 3

When you invoice, you can only post a service order linked to a job as Ship and Consume. Industrial Equipment Manufacturing creates job ledger entries based on this posting. Thereby the costs of the service order are transferred to the job, and you can invoice them from there.

IEM Service Management 4

Implementing Maintenance Plans

You can use Industrial Equipment Manufacturing to set up maintenance and repair schedules for your own machinery. In doing so, you can also update the information regarding the available equipment capacity, so your production planning considers scheduled maintenance tasks.

To begin setting up a maintenance plan, you use a service item to register the equipment. That service item can link to different types of resources: machine, work center, or machine center. For each service item, you can create multiple maintenance plans for different types of maintenance tasks, each with its own schedule.

You can schedule for the maintenance intervals that make most sense, using dates, numbers of hours, or an estimated number of years with an appropriate interval to accurately calculate the next date. In your maintenance plan, you can also list the material and resources needed. These will be copied into the maintenance service order you create in the next step.

In Industrial Equipment Manufacturing, maintenance service orders are created with a batch job, which you can run periodically. When you allocate resources, the solution creates an absence entry for the equipment to make sure the capacity is not available for any other tasks.

IEM Service Management 5

If you are interested in the new Service Management integration in Industrial Equipment Manufacturing or have questions about it, get in touch with an industry expert.

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About Author
Luciano Cunha

Luciano Cunha

Chief Executive Officer (CEO) For Luciano, being responsible for To-Increase’s global sales and marketing means unleashing the company’s insight, innovation, and creativity to tell our story and help customers achieve their goals. On the road much of the time, he travels the world to meet with customers, understand their challenges and ambitions, and find the most effective ways to help them advance. Luciano develops and mentors our marketing and sales team, and creates strategies to help the To-Increase worldwide partner channel thrive and grow.
Making Customer Needs the Main Business Driver Luciano and his team have daily conversations with the To-Increase research and development organization to bring customers’ requirements and concerns into the road maps and design of our solutions. Luciano brings his insight to the marketing group to make sure the company’s communications resonate with customers and speak directly to their experience.
“I’m awed by customers’ innovative spirit in taking business management technology past its limits and by their generosity in letting us participate and empower them. I hope to transform our organization to become even more customer-centric than we are today. That means making more resources available to spend productive time with both our customers and partners, so we can ensure that we place into customer businesses effective solutions that fit the evolutionary stage of their operation and the way their people and processes work.”
Empowering a Global Channel
Because To-Increase only sells through partners, readying the channel to be successful in helping customers is a business-critical effort. Luciano aims to meet partners where their interests are. Partners who consider the relationship with To-Increase strategic can rely on our industry specialists to work with them as they plan their growth and serve customers. If partners prefer a less collaborative relationship, they still receive the rich To-Increase expertise and resources to ensure they win the business, perform a successful deployment, and retain a satisfied customer. In working with partners and their customers, Luciano brings to bear his experience of many years of creating successful, customer-focused business development and marketing strategies in many of the world’s countries and regions.
Enabling Customer Success in Challenging Business Environments
Looking into the near future, Luciano expects that customers will continue to expect To-Increase to help them make business sense of unfolding trends and technologies. For example, the internet of things (IoT) will thoroughly revolutionize manufacturing, engineering, and supply chains. Big data will be meaningful and valuable when decision-makers can use technology solutions to transform it into actionable business intelligence that supports key roles and business processes. Mobility will help companies become digital enterprises and move business processes forward from any location, at any time. Team To-Increase harnesses innovation to help customers translate the promise of these technologies into business results.
Before his current role, Luciano for several years was one of To-Increase’s global industry directors, responsible for our industry solutions. His experience also spans more than 17 years in IT and manufacturing management roles. These positions took him into various areas at IBM Brazil, serving as product manager for several software development companies, and included working in senior management at a manufacturing organization in the U.S.
Luciano is married with two young children. Away from work, he enjoys participating in a soccer class together with his son and daughter as well as taking relaxing walks in natural environments with his family.

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