Configuration Management

The scope of Configuration Control is to serve the customer, production, or planning department with accurate information on the configuration of assets, called the installed base. These assets can be serialized items owned by customers, or internally owned equipment. The Configuration Control consists of a multi-level configuration structure definition and handling. The functionality allows you to:

  • Describe how the configuration or asset is built up, such as assets components, or levels, as defined in the physical breakdown structure.
  • Define a warranty for an asset or component. Also define if repair warranty is applicable.
  • Define an item breakdown template.
  • Generate service configurations from Sales or Project, production bill of material in Manufacturing, or added directly to the configuration structure as a physical breakdown of serialized items. Customized items can also be copied using these processes.
  • Copy selected production bill of material as item breakdown structure.
  • Present a graphical overview of the configuration.

  • Create physical breakdown

    Configuration Control features provide the ability to monitor the physical breakdown structure of various customer-owned or company-owned assets. To achieve a logical grouping of serialized item structures, you can group the structures under installation group. You can manually create a serialized item, or modify existing items. Serialized items are the building blocks of physical breakdown structures.

    You can create a breakdown structure from:

  • As-built structure

    Item breakdown
  • Sales order (line)
  • ASCII file
  • Project-breakdown structure
  • Bill of Materials

  • Maintain physical breakdowns

    You can set up a physical breakdown to manage product configurations (breakdown structures) during service and maintenance activities. The physical breakdown is used to display the relation between serialized items.

  • Delete physical breakdowns

    You can delete the physical breakdown of the related top-serialized items and all associated child serialized items simultaneously.

  • Item breakdown

    An item breakdown is a standard item's list of constituent components. The item breakdown can be displayed as a multilevel structure or as a single-level structure, and can be used as input for a physical breakdown.

  • Serialized items

    Serialized items are customer-specific or owner-specific configurations that consist of items such as photocopiers, computers, air conditioners, forklifts, lathe machines, or aircraft. You can manually create a serialized item, or modify existing items. Serialized items are the building blocks of physical breakdown structures. These serialized items are uniquely numbered and can be status controlled. Each serialized item is life cycle controlled from various parts within Service. Based on this, a serialized item can exist in various locations, such as in configuration, in depot repair, in transit, or in a warehouse.

  • Serialized item groups

    A serialized item group is a group of serialized items with similar features. Use the Serialized Item Groups (tscfg0110m000) session to define a serialized item group.

  • Updating Physical Breakdown Structure

    You can register and process multiple changes to the child of a parent item in the Physical Breakdown Structure (PBS). All the changes incorporated at one breakdown level, are updated to the PBS after approval, simultaneously. The set of changes incorporated to a PBS is grouped as a change number. When a new changes are applied to the existing PBS, a new change number is created and the existing physical breakdown structure is copied to the physical breakdown changes. After the changes are processed, the physical breakdown changes can be closed.

  • Approve-Reject changes & Update Physical Breakdown

    You can update/modify the PB lines with the Status set to Free. The modified lines must be submitted. The Status of the physical breakdown lines changes to Pending Approval.The changes can be Approved or Rejected. You can set the Status of the individual lines to Pending Approval, Approved or Rejected or you can set the status at header level to implement the changes to all the lines, simultaneously.

  • Superseded Serialized Items

    You can replace the parent, the top item or the serial number of a Physical Breakdown Structure. When you update the parent, the top item or the serial number, all the related components are also updated. The status of the ‘old’ item is changed to ‘Superseded’ and you cannot use this item anymore in LN.

  • Delete Inspection

    You can now delete a range of inspections based on serialized items and inspections.

  • Link Installations (tscfg2203m000)

    This session is created to link a range of serialized items as installations, to the specified installation group. To link the serialized items to the installation group:

    • The owner of the serialized item and the owner of the installation group must be the same.
    • The items must be the top items in the physical breakdown structure or the items must not be linked to a physical breakdown structure.

  • Physical breakdown tree structure for serialized items

    The physical breakdown structure of the selected serialized item can be viewed in a tree structure.

  • Handling warranties when Item is superseded

    When superseding a serialized item, warranty terms existing for the source serialized item are not considered. Infor LN considers the warranty template defined in the master data for the target serialized item and a new warranty is linked to the superseding item.

  • Skip existing parents

    The creation of new physical breakdown relations can be skipped between pre-existing parent serialized items and the child items that must be added based on the As-built Structure.