Dealer Workbench

An OEM-er (Original Equipment Manufacturer) manufactures items which are sold to the customer by a dealer. When such items require repair or replacement, the dealer creates a claim for the OEM-er.

To support this scenario, dealers can use the Dealer Workbench (tstdm8350m000) to:

  • Create a new customer (business partner) and manage the existing customer data.
  • Register the serialized items and update the item data.
  • Create customer claims.
Note: 
  • If you use the Enterprise Modeler Content Pack with LN, consider using the MSE5000 (Dealer Workbench) wizard to set up business partner, authorization, employee, and item data. You can execute this predefined wizard from the Wizards by Project Model (tgwzr4502m000) session after you specified the business function model for your company
  • The OEM-er, dealer, sub-dealers and the customers are defined as business partners in InforLN
  • The items that are sold by the dealer, are defined as serialized items in Infor LN.
  • A parent-child structure is defined to represent:
    • The dealer and sub-dealer relationship
    • The dealer and the customer relationship
  • A Demo machine is owned by an OEM-er who is not a customer of a Dealer.

Setting up the master data

To use the workbench, you must set up this master data:

  • Business Partner (tccom4500m000)

    Use this session to:

    • Define a Dealer as a business partner.
    • Define a customer (if known) as a business partner. When the end-customer is defined, you must specify the Dealer for the customer in the Parent field.
  • Business Partner Defaults (tccom4101m000)

    Use this session to define the default data for a business partner. LN defaults this data when the dealer creates a new customer in the workbench.
  • Dealer Workbench Authorizations (tsmdm1165m000)

    Use this session to link an LN user to a dealer and specify the default data for the business partner. When the LN user accesses the Dealer Workbench, the user can view the data only for the linked dealer. This restricts the user from accessing the data of other dealers. If you do not set this authorization for an LN user, and the user accesses the Dealer Workbench, the user can select a dealer and view the related data.
  • Employees (tccom0101m000)

    Use this session to define the Employee - People Data and the Employee - Service Data for each dealer.
  • Items (tcibd0501m000)

    Use this session to define the item and the Item - Service data for Service. The item must be serialized.
  • Serialized Items (tscfg2100m000)

    Use this session to define the serialized item and specify the Owner, the In-Use By business partner and the Dealer. Note: You can create an item with the Physical Top check box selected for Serialized Items only if the Structure Type Usage check box is selected in the Configuration Management Parameters (tscfg0100m000) session.
  • Physical Breakdown (tscfg2110m000)

    Use this session to create the physical breakdown structure manually or based on the Source:

    • As-Built Structure
    • Bill of Material