© 2013. Ramco Systems Time Tracker 28th March 2013 Ramco Aviation Solution Version 5.8 Enhancement Notification Materials Enhancement Notification DISCLAIMER © 2016 Ramco Systems Ltd. All rights reserved. All trademarks acknowledged. This document is published by Ramco Systems Ltd. without any warranty. No part of this document may be reproduced or transmitted in any form or by any means, electronic or mechanical, for any purpose without the written permission of Ramco Systems Limited. Improvements and changes to this text necessitated by typographical errors, inaccuracies of current information or improvements to software programs and/ or equipment, may be made by Ramco Systems Limited, at any time and without notice. Such changes will, however, be incorporated into new editions of this document. Any hard copies of this document are to be regarded as temporary reference copies only. The documentation has been provided for the entire Aviation solution, although only a part of the entire solution may be deployed at the customer site, in accordance with the license agreement between the customer and Ramco Systems Limited. Therefore, the documentation made available to the customer may refer to features that are not present in the solution purchased / deployed at the customer site. © Copyright 2016, Ramco Systems Ltd. www. ramco. com Ramco Aviation Solution TABLE OF CONTENTS WHAT’S NEW IN APPROVE ANYWHERE?............................................................................................................ 6 ABILITY TO MANAGE APPROVALS USING IPHONE ........................................................................................................... 6 Background..................................................................................................................... ......................................... 6 Change Details ............................................................................................................................... ......................... 6 WHAT’S NEW IN IN WAREHOUSE ANYWHERE............................................................................................... 17 ABILITY TO MANAGE STOCK CORRECTIONS ................................................................................................................. 17 Background..................................................................................................................... ....................................... 17 Change Details ............................................................................................................................... ....................... 17 ABILITY TO CONFIRM STOCK RETURN BY SMART OPERATION BARCODE ...................................................................... 25 Background..................................................................................................................... ....................................... 25 Change Details ............................................................................................................................... ....................... 25 MINOR ENHANCEMENTS IN STOCK ISSUE FUNCTION...................................................................................................... 28 Background..................................................................................................................... ....................................... 28 Change Details ............................................................................................................................... ....................... 28 WHAT’S NEW IN MAIL- IT? ............................................................................................................................... ..... 30 ABILITY TO AUTHORIZE PURCHASE ORDER AND REPAIR ORDER ................................................................................... 30 Background..................................................................................................................... ....................................... 30 Change Details ............................................................................................................................... ....................... 30 ABILITY TO INQUIRE STOCK AVAILABILITY BASED ON EMAIL REQUEST. ........................................................................ 35 Background..................................................................................................................... ....................................... 35 Change Details ............................................................................................................................... ....................... 35 WHAT’S NEW IN PURCHASE ORDER? ................................................................................................................ 39 ABILITY TO PROPAGATE AIRCRAFT REG # FROM MR TO PR AND FROM PR TO PO......................................................... 39 Background..................................................................................................................... ....................................... 39 Change Details ............................................................................................................................... ....................... 39 ABILITY TO SPECIFY REPAIR COST IN PO...................................................................................................................... 42 Background..................................................................................................................... ....................................... 42 Change Details ............................................................................................................................... ....................... 42 ABILITY TO RETRIEVE AND UPDATE COST INFORMATION IN PURCHASE ORDER WHEN ORDER QTY IS MODIFIED BASED ON SUPPLIER QTY PRICE BREAK DEFINITION..................................................................................................................... 44 Background..................................................................................................................... ....................................... 44 Change Details ............................................................................................................................... ....................... 44 PROVISION TO GENERATE PO REPORT FROM EDIT TERMS & CONDITIONS SCREEN ......................................................... 46 Background..................................................................................................................... ....................................... 46 Change Details ............................................................................................................................... ....................... 46 WHAT’S NEW IN PURCHASE ORDER AND REPAIR ORDER? ....................................................................... 47 PROVISION OF LINK ‘ VIEW GR LIST’ IN VIEW PO / RO ENTRY SCREENS FOR BETTER USABILITY.................................... 47 Background..................................................................................................................... ....................................... 47 Change Details ............................................................................................................................... ....................... 47 WHAT’S NEW IN NOTIONAL CHARGES FOR ORDER DOCUMENTS.......................................................... 49 REQUIREMENT TO ADD NOTIONAL CHARGES IN DELIVERY CHARGES INVOICE .............................................................. 49 Background..................................................................................................................... ....................................... 49 Change Details ............................................................................................................................... ....................... 49 WHAT’S NEW IN LOAN / RENTAL RECEIPT?.................................................................................................... 56 TRANSFER OF DATA AND CONTEXT THROUGH LINKS TO IPMUC & RE- INITIALIZE / UPDATE PARAMETER VALUES SCREENS FROM CREATE & EDIT LOAN/ RENTAL RECEIPT SCREENS ................................................................................ 56 Background..................................................................................................................... ....................................... 56 Change Details ............................................................................................................................... ....................... 56 WHAT’S NEW IN STORAGE ADMINISTRATION?............................................................................................. 58 ABILITY TO VIEW PBH STOCK IN WAREHOUSE PLANNING PARAMETER SCREEN............................................................ 58 Background..................................................................................................................... ....................................... 58 Change Details ............................................................................................................................... ....................... 58 WHAT’S NEW IN OFFLINE OPERATIONS?......................................................................................................... 60 ABILITY TO TRANSITION OPEN MRS TO OFFLINE AREA ALONG WITH THE AIRCRAFT....................................................... 60 Background..................................................................................................................... ....................................... 60 Change Details ............................................................................................................................... ....................... 60 WHAT’S NEW IN SUPPLIER? ............................................................................................................................... .. 61 ABILITY TO ASSOCIATE A COMPONENT / ENGINE TO PBH AGREEMENTS OF MULTIPLE SUPPLIERS .................................. 61 Background..................................................................................................................... ....................................... 61 Change Details ............................................................................................................................... ....................... 61 WHAT’S NEW IN STOCK ANALYSIS?................................................................................................................... 62 PLANNING CRITERIA IS ENHANCED TO SEARCH BASED ON A SPECIFIC PART # ................................................................. 62 STANDARD COST AND REPLENISHMENT ACTIVITY BY COLUMNS ARE DISPLAYED IN THE MULTILINE .............................. 62 Background..................................................................................................................... ....................................... 62 Change Details ............................................................................................................................... ....................... 62 WHAT’S NEW IN CUSTOMER PART EXCHANGE? ........................................................................................... 64 ABILITY TO VALUE THE CORE PART RECEIVED WITH ISSUE COST OF THE SOURCE PART IN A TOP ASSEMBLY OR SUB ASSEMBLY CUSTOMER PART EXCHANGE...................................................................................................................... 64 Background..................................................................................................................... ....................................... 64 Change Details ............................................................................................................................... ....................... 64 WHAT’S NEW IN STOCK ISSUE? ........................................................................................................................... 66 ABILITY TO SHIP MULTIPLE CUSTOMER JOBS TOGETHER................................................................................................. 66 Background..................................................................................................................... ....................................... 66 Change Details ............................................................................................................................... ....................... 66 ABILITY TO REVIEW AND PLAN COD SHIPMENTS .......................................................................................................... 68 Background..................................................................................................................... ....................................... 68 Change Details ............................................................................................................................... ....................... 68 ABILITY TO CONFIGURE TRANSACTIONS APPLICABLE FOR SHIPPING............................................................................... 72 Background..................................................................................................................... ....................................... 72 Change Details ............................................................................................................................... ....................... 72 ABILITY TO VIEW PICTURE OF PART .............................................................................................................................. 74 Background..................................................................................................................... ....................................... 74 Change Details ............................................................................................................................... ....................... 74 WHAT’S NEW IN FEDEX INTEGRATION? .......................................................................................................... 75 ABILITY TO INTEGRATE WITH FEDEX FREIGHT SERVICE................................................................................................ 75 Background..................................................................................................................... ....................................... 75 Change Details ............................................................................................................................... ....................... 75 FEDEX INTEGRATION FOR SHIPMENT WITH DRY ICE AND ALCOHOL............................................................................... 77 Background..................................................................................................................... ....................................... 77 Change Details ............................................................................................................................... ....................... 77 ABILITY TO INTEGRATE WITH FEDEX FOR SPECIAL SERVICES / FEATURES....................................................................... 79 Background..................................................................................................................... ....................................... 79 Change Details ............................................................................................................................... ....................... 79 WHAT’S NEW IN STOCK MAINTENANCE? ........................................................................................................ 83 ABILITY TO ATTACH / VIEW DOCUMENTS FROM INSPECT / RE- CERTIFY PARTS SCREEN.................................................. 83 Background..................................................................................................................... ....................................... 83 Change Details ............................................................................................................................... ....................... 83 WHAT’S NEW IN ROUTING? ............................................................................................................................... .. 84 ABILITY TO DEFINE INTERIM WORK CENTER AREAS AND CAPTURE ROUTING INSTRUCTIONS........................................ 84 Background..................................................................................................................... ....................................... 84 Change Details ............................................................................................................................... ....................... 84 WHAT’S NEW IN REPORTS?....................................................................................................................... ........... 92 FONT STANDARDIZATION IN REPORTS ........................................................................................................................... 92 Background..................................................................................................................... ....................................... 92 Change Details ............................................................................................................................... ....................... 92 Enhancement Notification Page 6 of 94 WHAT’S NEW IN APPROVE ANYWHERE? Ability to Manage Approvals using iPhone Reference: AHBF- 19076, AHBF- 21304 Background Operational efficiency is one of the key parameters that decide an organization’s performance. Operational efficiency is high when the time taken for processing documents in the organization is less. Quick processing of the transaction documents can be ensured if supported anywhere. With the emergence of Smart Phones, business software vendors have started developing various applications to improve the operational efficiency of an organization. Ramco has already jumped into the mobile front and has delivered applications like WarehouseAnywhere, MechanicAnywhere, FlyAnywhere and so on to improve operational efficiency in Inventory, Work Centers and Flights respectively. Added to this, the ApproveAnywhere application is a boon to the senior management personnel who are responsible for approval of various documents. The ApproveAnywhere application reduces the dependencies on desktop application and ensures uninterrupted processing for the Authorizers. The ApproveAnywhere application ensures optimized performance, improved processing, and greater agility thus delivering exponential productivity gains and is an incremental business value to the customer. Change Details The ApproveAnywhere application provides the capability to approve or return the following documents. • Purchase Orders • Repair Orders However, the list does not end here. In the upcoming releases, many more transactions including those of Invoices, Stock Corrections, etc. can be queued up for approvals. This application is well integrated with the Ramco M& E desktop application, therefore all the work done in this application can also be viewed using the desktop application and vice versa. Enhancement Notification Page 7 of 94 ApproveAnywhere Application Pre- Requisites ApproveAnywhere application requires the following recommended requirements for optimal user experience: 1. iPhone 5 or later. 2. iOS 9 or later. 3. Constant network connectivity via Wi- Fi or 3G/ 4G. 4. 100 MB or more free space.  Note: Your carrier might charge you extra for data roaming if 3G/ 4G mobile data is used. When available, always prefer Wi- Fi connectivity over Mobile Data. Installation Guide ApproveAnywhere application is be available to install from the enterprise store and not from the Apple App Store. To access the enterprise store, contact your IT Admin team to get the URL of the host server. Now follow the below steps on the iPhone. 1. Ensure the device is connected to Wi- Fi or Mobile Data. 2. Open Safari. 3. Type in the URL provided in the Address bar and click GO. 4. On the Enterprise store listing, select the ‘ ApproveAnywhere’ app. 5. Click ‘ Install’ on the popup to allow installation on the device. 6. Quit Safari. 7. Wait for the app installation to complete. 8. Tap on the App icon. 9. If Untrusted App Developer popup shows up, click on ‘ Trust’. 10. Quit the App. Application Configuration In order for the application to work seamlessly, there needs to be some configuration done for the ApproveAnywhere application, which is discussed below. 1. General Settings a) The general settings are the ones that will be defined by the IT team of the organization and is available in the iPhone Settings screen b) These settings include the following: Enhancement Notification Page 8 of 94 • Server Configuration • Default User/ Role/ Organization Unit Configuration 2. Application Settings a) This screen facilitates the User to modify the following: • Context Role/ Organizational Unit • Default Login UI for the Login OU/ Role  To Do List  Purchase Orders  Repair Orders Exhibit 1: Identifies the General and Application Settings screen User Interfaces The User Interfaces available in the application can be broadly classified as: 1. Infrastructure User Interfaces – User Interfaces that assists the user in getting to the document in which the work needs to be carried out 2. Actionable User Interfaces – User Interfaces that provides the user with the actions that can be performed in the application Enhancement Notification Page 9 of 94 Infrastructure User Interfaces The Infrastructure User Interfaces available in the ApproveAnywhere application are as follows. • Menu Options • To Do List • To Do List Preferences Menu Options • This screen acts as the hub for the user to view the login details • There is a provision to configure the Favorite Activities and retrieve them when required • Here the application settings can be configured for the Login User – OU – Role combination • Above all, this screen lists the various activities for which alone the user has the access rights to perform in this mobile application. The access rights definition is similar to the one available for the access control in the desktop application Exhibit 2: Identifies the Menu Options screen Enhancement Notification Page 10 of 94 To Do List and To Do List Preferences: To Do List screen categorizes the Purchase Orders and Repair Orders to be authorized by the login user into different pre- defined categories. Also, any document that is pending for approval can be verified in the filter categories defined by the user in the Custom Filters and act upon them. For Purchase Orders, the documents pending for approval by the login user is categorized in the following categories: 1. All POs – All the Purchase Order documents 2. AOG POs – Purchase Orders with the priority as ‘ AOG’ 3. POs Due < “ X” Days – Purchase Orders with the Earliest Due date less than the days configured in the ‘ To Do List Preference’ screen 4. PO Value > “ X” < Base Currency> - Purchase Orders with total value greater than the value configured in the ‘ To Do List Preference’ screen 5. Recent POs – Purchase Orders with last modified date in the recent days, with the number of days configured in the ‘ To Do List Preference’ screen 6. Today’s PO – Purchase Orders that are created today For Repair Orders, the documents pending for approval by the login user is categorized as follows: 1. All ROs – All The Repair Order documents 2. AOG ROs – Repair Orders with the priority as ‘ AOG’ 3. Customer ROs – Repair Orders with Customer Order reference 4. Exchange ROs – Repair Orders of type ‘ Exchange’ 5. Recent ROs – Repair Orders with last modified date in the recent days, with the number of days configured in the ‘ To Do List Preference’ screen 6. Pending Authorization > “ X” Days – Repair orders that are pending for authorization for a period greater than the days configured in the ‘ To Do List Preference’ screen 7. RO Value > “ X” < Base Currency> - Repair Orders with Total value greater than the value configured in the ‘ To Do List Preference’ screen 8. Today’s RO - Purchase Orders that are created today To Do List Preference is the screen in which user can configure the filter categories that are to be visible in the To Do List screen. Custom Filters can be defined using Trading Partner #, Created by Employee #, Document Date, Priority and Part Type. Enhancement Notification Page 11 of 94 Exhibit 3: Identifies the To Do List and To Do List Preferences screen Actionable User Interfaces The actionable User Interfaces are the ones in which the user can record the work action that has been carried out in the application after reviewing a document. The possible actions in the application for a document will typically be ‘ Authorize’ or ‘ Return’. In some cases, as in Purchase Order, the action ‘ Short close’ shall also be enabled. The current actionable user interfaces available in the application are listed below: 1. Purchase Order a) Purchase Order List b) Purchase Order Details c) Part Details 2. Repair Order a) Repair Order List b) Repair Order Details 3. General a) Amendment History b) Approver History c) Part Name Plate Enhancement Notification Page 12 of 94 Purchase Order Management The Purchase Order Management comprises of three screens in the ApproveAnywhere application. Purchase Orders List Purchase Orders List screen lists all the Purchase Orders pending for approval by the login user. All the key information of a Purchase Order is shown here in this screen so that the user can carry out the requested action then and there. 1. Details Displayed a) Purchase Order # b) Supplier Name c) Earliest Due Date / Priority / PO Type d) Part Description / Part # / Quantity of Parts e) PO Value 2. Swipe Actions a) Authorize b) Return c) Shortclose d) Reminder e) Approvers List 3. Bottom Bar Actions a) Authorize b) Return c) Shortclose Purchase Order Details This screen provides the details of a selected Purchase Order document. The information is organized into header information and Part Information multiline. Additional header information of the Purchase Order document can be viewed by clicking ‘ More’. The additional information displayed includes the Expense Type, Buyer Group, Expense to Finance Book, Quotation #, A/ C Reg. #, etc. User can perform work actions here. In the Part Details multiline, the information displayed are: • Part Description / Condition / Warehouse # • Part # / Quantity • Basic Value ( in Base Currency) / Earliest Due Date Enhancement Notification Page 13 of 94 • Source of the Procurement Icon ( Surplus / Demand / Replenishment / Warranty) • Receipt Indicator Exhibit 4: Identifies the Purchase Order Management screens Part Details This screen enables the user to view on the additional information of the parts ordered in the Purchase Order. The information displayed includes the Line Level TCDs, Capex Proposal #, Account Usage, Costing Usage, Ref. Document, etc. Repair Order Management The Repair Order Management comprises of two screens in the ApproveAnywhere application. Repair Orders List Repair Orders List screen lists all the Repair Orders pending for approval by the login user. All the key information of a Repair Order is shown here in this screen so that the user can carry out the requested action then and there. 1. Details Displayed a) Repair Order # b) Repair Shop Name c) Repair Shop Shipping Date / Priority Enhancement Notification Page 14 of 94 d) Part Description e) Part # f) RO Total Value ( in Base Currency) g) Qty / Maintenance Type 2. Swipe Actions h) Authorize i) Return j) Reminder k) Approvers List 3. Bottom Bar Actions a) Authorize b) Return Repair Order Details This screen provides the details of a selected Repair Order document. The information is organized into header information, Part Information and Workscope Information multiline. Additional header information of the Repair Order document can be viewed by clicking ‘ More’. The additional information displayed includes the Expense Type, Buyer Group, Capex Proposal #, Quotation Ref. #, Work Center #, Customer Name, etc. After reviewing the details of the Repair Order, the user can Authorize/ Return the document from this screen itself. The information displayed in the Part Details multiline are: • Part Description / Part # / Serial/ Lot # • Quantity • Total Value ( in Base Currency) • Repair Cost / BER Cost / Exchange Fee The information displayed in the Workscope Details multiline are: • Task # / Description • Part Description / Part # / Serial/ Lot # • Est. Elapsed Time for the task Enhancement Notification Page 15 of 94 Exhibit 5: Identifies the Repair Order Management screens General Screens Apart from the above screens, there are few screens that are common for both the Purchase Order and Repair Order management activities. Approvers List Approvers List screen lists the different authorizers who need to authorize the document. The screen will display the basic information of the document along with the approvers list. Also, the OU and authorization comments shall be displayed next to the user details. Amendment History This screen lists the key values of a document in the previous amendments. User can view the key values of the document like Document Type, Expense Type, Remarks, Number of Parts, Value, Number of Tasks ( for Repair Order), etc. If the user wants to view the entire details of a given amendment, the particular amendment can be tapped and the details screen opens for that amendment. Part Name Plate This screen provides all the key information of a given Part # - Serial/ Lot # combination. The information displayed includes the following: • Part Attributes – Basic attributes of the Part selected like Part Type, Category, Part Account Group and Stock UOM Enhancement Notification Page 16 of 94 • Part Info – Stock attributes like Stock Status, Condition, Mfr. Serial/ Lot #, Internal Serial/ Lot #, Trading Partner information, Source document details • Location Info – Current location ( i. e.) Warehouse- Zone- Bin where the Part is available • Maintenance Info – Component #, Parameter Value, Next Due value and Expiry Date Exhibit 6: Identifies the General screens Enhancement Notification Page 17 of 94 WHAT’S NEW IN IN WAREHOUSE ANYWHERE Ability to Manage Stock Corrections Reference: AHBF- 18051, AHBF- 17633 Background Warehouse operational efficiency is one of the key success factors in the aviation industry. The successful day- to- day functioning of an organization is characterized by the efficiency with which the huge amount of data- intensive transactions like Stock Receipts, Stock Issues, Stock Transfers, Stock Correction, Stock Returns, etc. is dealt on a daily basis. Warehouse Anywhere Application has been developed to help warehouse clerks to efficiently manage inventory operations with the help of a mobile application. In any MRO organization, activities are carried out periodically by the warehouse staff to continually update the accuracy of its inventory records. Various activities like Physical Count, Cycle Count, and Stock Correction etc. are an integral part of all organizations. Due diligence in carrying out the activities will go a long way in ensuring the warehouse inventory results are accurate and precise. Change Details In Warehouse Anywhere application, Stock Correction is now introduced as a separate module. Any module is a combination of multiple user interfaces and Stock Correction module is no exception to it. Stock Correction module consists of the below- mentioned user interfaces 1. To Do List 2. Stock Correction List 3. Stock Correction Details 4. Create Stock Correction 5. Document modification Screens o Edit Correction Details o Edit Part Details o Edit Serial/ Lot Details 6. View Serial/ Lot Details Currently, the Stock Correction module supports only documents where the quantity is corrected. To Do List Screen To Do List is a screen which categorizes the pending transactions for a Warehouse Clerk, so that those transactions could be worked upon immediately and closed. The categories vary from transaction to transaction. Enhancement Notification Page 18 of 94 Apart from the categories for the transactions, this screen also segregates the documents in which the login user has last worked in the other documents that are open in the Warehouse, so that the work initiated by the login user takes more precedence. The click of any record in the To Do List will provide the breakup for the count displayed in that record by landing the user in the Stock Correction List screen for the selected transaction. For Stock Correction, the categories in To Do List are as follows: 1. Pending Serial/ Lot Update - Lists the stock correction documents that have been created but for which the entry of serial/ lot details are pending. 2. Pending Authorization - Lists the stock correction documents that have to be authorized. 3. PICC Corrections - Lists the stock correction documents which are created against a Physical Count Plan. 4. PDC Corrections - Lists the stock correction documents which are created for Part Data Change. 5. Recent - Lists the last 5 Stock Correction documents. Exhibit 1: Identifies the To Do List for Stock Correction Documents Enhancement Notification Page 19 of 94 Stock Correction List Screen The Issue List activity helps the Warehouse Clerk to retrieve all the Issue documents and perform the necessary action on the document. This screen can also be launched by selection of a category in the To Do List for Stock Issues. The screen has the following sections. 1. Search Section: The search bar available supports the search by the Stock Correction document # and the Part #. 2. Filter: In case, Stock Correction document needs to be retrieved based on additional search filters then Filter option can be used which includes fields like ‘ Correction Status’, ‘ Correction Category’, ‘ Correction Basis’, ‘ User Status’ etc. 3. Sort: The user can use this option to sort the listed stock correction documents in terms of date or value. 4. Bar Code Scan: Using bar code, user can scan and search for specific stock correction documents. 5. Stock Correction List Multiline: • Stock Correction List is the section in which the Stock Correction documents pertaining to the search criteria are displayed. The information displayed includes Stock Correction #, Corrected Value, Account Usage, Costing Usage, Status of the document along with the indicators for Hazmat Parts and Shelf Life Parts. • With the help of the details in the multiline the warehouse clerk can perform certain operations in the Stock Correction document like view the details and authorization. Authorization of the Stock Correction document can either be done by footer action or by line swipe. If the strip in the line is in grey color, then the Correction document is in ‘ Draft’ status. If it’s in Orange color, document is in ‘ Fresh’ status. If it’s in Green color, document is in ‘ Authorized’ status. Enhancement Notification Page 20 of 94 Exhibit 2: Identifies the Stock Correction List Screen Stock Correction Details Screen Stock Correction Details UI provides the user a comprehensive and holistic view of the details in a stock correction document. The screen also enables the warehouse clerk to view and authorize the stock correction document. The following are the sections available in this screen. • Stock Correction Document Information - This is the section which displays the basic information of the Stock Correction document like Stock Correction #, Correction Type, Account and Costing Usage, User Status, Correction Date, Correction Value, Ref Doc #, Status Strip, Edit Icon and Geo fencing icon . The information displayed varies with respect to the Stock Correction document and the availability of the information for that document • Part View – This tab displays the information of the Parts in the Stock Correction document. This displays the Part #, Part Description, Stock Status, Zone and Bin #, Correction Qty ( Concatenated with UOM), System Qty ( Concatenated with UOM) along with the indicators for Hazmat Parts and Shelf Life Parts. Enhancement Notification Page 21 of 94 • Serial/ Lot View – This tab displays the detailed information of the Parts in the Stock Correction document. It shows the Mfr. Serial/ Lot # and Internal Serial/ Lot # in addition to the information displayed in the Part View tab. In Stock Correction Details UI, user can view and authorize the documents. User can authorize the document by using the ‘ Authorize’ option available in the footer. Exhibit 3: Identifies the Stock Correction Details screen Create Stock Correction Screen Create Stock Correction is a screen which has two sections ‘ Correction Info’ and ‘ Add Parts’. The Correction Info section encompasses the header details of the Stock Correction document, whereas the Add parts section contains the Part details like Part Info, Serial/ Lot Info, Certificate Info, etc. • Correction Info Section o This section contains the fields like Correction Date, Account Usage, Costing Usage, Correction Category, Comments, etc. • Add Part o This section contains the following information Enhancement Notification Page 22 of 94  Part Info – Part #, Stock Status, Zone #, Bin #, Corrected Qty, Reason for Correction and Remarks  Serial/ Lot Info – Mfr. Serial #, Mfr. Lot #, Serial #, Lot #, Corrected Qty and Condition  Certificate Detail – Certificate Type, Certificate #, Date and Expiry Date  Other Info - Trading Partner Information and Remarks Exhibit 4: Identifies the Create Stock Correction screen Add Parts Screen Add Parts is a screen which can be used for addition of Parts in a Stock Correction document during modification. This screen can be launched from the Stock Correction Details screen. This screen will be a replica of the Create Stock Correction screen, leaving the Correction Info section. Document Modification Screens: The modification of a Stock Correction can be done at three levels, document level, Part level and Serial/ Lot Level. The modification screens will be having the respective sections from the Create Stock Correction screen alone, visible. Enhancement Notification Page 23 of 94 Exhibit 5: Identifies the Edit Correction Details, Edit Part Info and Manage Serial/ lot Info screens Enhancement Notification Page 24 of 94 View Serial/ Lot Detail Screen View Serial/ Lot Info is a screen which can be used for retrieval of the complete information of a Part- Serial/ Lot # involved in the Stock Correction document. This screen provides the information in various sections, like Part Details and Certificate Details. Exhibit 6: Identifies the View Serial/ lot Details screen Enhancement Notification Page 25 of 94 Ability to Confirm Stock Return by Smart Operation Barcode Reference: AHBF- 19977 Background With the focus on smarter and faster way of working, the growing need of enterprises these days is to automate operations. Therefore there is a paradigm shift from a manual driven enterprise to an automation/ machine driven enterprise. Considering this fact, Smart Operations concept is introduced in the Ramco Enterprise Solutions. This is a concept through which the work actions to be performed is enabled in a Barcode Scan. This capability is available in both the Desktop application as well as the various Anywhere Mobile applications developed by Ramco which includes WarehouseAnywhere and MechanicAnywhere. This capability caters to various work actions helping different roles. Some of those Work Actions include “ Start Clock”, “ Stop Clock”, and “ Confirm Material Issue”, etc. The business need is to enable confirmation of a Material Return document using this Smart Operation capability as the storekeeper completes the review of the Returned Parts using the MMD or the Return document report. Change Details The change details for this feature can be broadly classified into the following: I. Option Setting and Report Layout Changes II. Enabling Smart Operation scan in • WarehouseAnywhere application • M& E application Enhancement Notification Page 26 of 94 Option Setting and Report Lay- Out Changes: A new parameter “ Print Bar Code for Smart Return Operation” has been introduced under the Parameter Category “ MMD Report” in the Set Warehouse Process Parameters screen of the Storage Administration business component. This parameter can take the values ‘ 1 ( Yes)’ or ‘ 0 ( No)’. If the value for this parameter is defined as ‘ Yes’ for a Warehouse, then MMD report generated for the Material Return documents will have the Smart Operation barcode field, if the Return document is in ‘ Fresh’ status. The value of the barcoded text in this scenario will be the Return # prefixed with “ R001” and suffixed with “$ m”. The same kind of Smart Operation barcode display is also handled in Return document report as shown below. Exhibit 1: Identifies the Smart Operation Barcode in the Return Document Report Enabling Smart Operations Scan: The Smart Operation barcode provided in the Return document report and MMD Report ( for Stock Return) will confirm the Return document, if scanned in the following screens. I. Manage Work Actions screen of the Smart Operations business component II. Smart Actions in the WarehouseAnywhere application Smart Operation Barcode Enhancement Notification Page 27 of 94 Exhibit 2: Identifies the successful confirmation of Return in Smart Actions screen  Note: In addition to the enabling of Smart Operation for Return Confirmation, the Smart Action screen in the WarehouseAnywhere application is enabled to recognize the Smart Operation Barcode for Issue confirmation of various other Issue Types, excluding Loan Order and Rental Order Issues. Earlier, only Maintenance Issues confirmation was enabled in this screen. Enhancement Notification Page 28 of 94 Minor Enhancements in Stock Issue function Reference: AHBF- 18548 Background With the introduction of WarehouseAnywhere, it is now possible to record Stock Issues and Transfers and carry out Stock Inquiry easily by the Storekeeper. ‘ Picking’ - a step through which the user can record the Part- Serial/ Lot # that has been picked from the Warehouse is unique to the mobile application. In the current version of the application, a facility to mark a Part as ‘ dropped back’ to the Warehouse is not available. The business need is to have the capability to mark the Part as ‘ Unpicked’ ( i. e.) ‘ dropped’ in the Stock Issue process. Also, a capability to add additional Parts in a Direct/ Unplanned Issue is required in the Stock Issue process of the WarehouseAnywhere application. Also, a provision to remove the Parts from an issue document is required. Change Details In the Issue List screen of the WarehouseAnywhere application, the following options are added to identify a Part as ‘ Unpicked’: • A swipe action “ Unpick” if some or all the Parts in an Issue document is marked as Picked. When this action is selected, all the Parts that are already picked against the document will be marked as ‘ Unpicked’. • A Bottom Bar action “ Unpick”. When this action is selected, the check- boxes to select multiple issues appears and Parts marked as ‘ Picked’ against multiple issues can be deemed ‘ Unpicked’ Similar changes are made in the Issue Details screen of the WarehouseAnywhere application. The swipe action ‘ Unpick’ will be available both in the Part View and the Detailed View tabs of the screen, based on the Picking of Parts. In the Issue Details screen of the WarehouseAnywhere application, if the Issue is a Direct Issue available in Draft or Fresh status, then an option “ Add Part” will be available in the ‘ More’ options that can be viewed from the Bottom Bar actions of the screen. This option, when selected will land the user in the Add Parts screen from where the additional Parts can be added through Direct Entry or using Stock/ Storage Inquiry. Removal of Parts from the Issue can be made using swipe action in the Part View tab of the Issue Details screen. Enhancement Notification Page 29 of 94 Exhibit 1: Identifies the Unpick option in Issue List screen Exhibit 2: Identifies the Unpick and Add Parts options in Issue Details screen  Note: In addition to the above options, a new To Do List category “ Fully Picked” is introduced in the Stock Issue process. This category will be listing the issue documents against which all the Parts are picked. Also, in the Warehouse Anywhere application, picking has been made an optional step before confirming an issue; earlier, this was a mandatory step. Enhancement Notification Page 30 of 94 WHAT’S NEW IN MAIL- IT? Ability to authorize Purchase Order and Repair Order Reference: AHBF- 19203 Background Operational efficiency is one of the key parameters that decide an organization’s performance. One of the factors affecting operational efficiency is the time taken for processing documents. Faster processing of documents can be ensured if it can be done from anywhere. The emergence of Smart Phones and other devices enables us to check mails and stay connected everywhere. Ramco decided to use the availability of such mail capability with every individual, as a result the “ Mail- iT” feature has come into being. Without logging into the application / mobile app Mail- iT can be facilitated. In this users can retrieve the details required by them or perform their work actions by just dropping a mail to the Ramco M& E, thus ensuring zero delay in operations. To start with, the provisions provided in the Mail- iT capability are authorization of Purchase Order and Repair Order. Change Details Pre- Requisites: For enabling the Mail- iT capability, there are few pre- requisites required to be done by the IT admin that are provided below: 1. An Outlook Account configured for the RMTB server 2. An add- on, InboxMonitor installed in this Outlook Account 3. Workflow Mailer application installed in the Server 4. In the Workflow Mailer application, provide the following details a) Application Database from where the data should be retrieved or work action should be performed. b) Outlook Account details of the RMTB Server  Note: In cases where there are other mails sent to the RMTB server other than those required for Mail- iT capability, define rules to move only the mails related to Mail- iT capability to the InboxMonitor folder must be defined. The InboxMonitor function must remain running for using the Mail- iT capabilities Enhancement Notification Page 31 of 94 Exhibit 1: Identifies the InboxMonitor add- on in the Outlook account of the RMTB server Feature Details: The authorization of a Purchase Order and Repair Order through Mail- iT capability can be established in two ways, discussed below. 1. Reply to Workflow Notification for Authorization of document 2. Get the details of a document and Reply back to that mail Approach 1: Reply to Workflow Notification for Authorization of document When this approach? This approach can be used for document authorizations through Mail IT capability, if Workflow notifications are enabled for the instances ( and the Workflow Notification mail is detailed enough to take decisions) in which a document is queued for authorization. How it Works? Based on the workflow notification definition, the authorizer of the Purchase Order or the Repair Order gets a Notification mail for the document to be authorized. Before the introduction of Mail IT, the user will have to traverse to the Authorize Purchase Order screen, retrieve the Purchase Order document and authorize it. Similarly, for a Repair Order, the user will have to go to the Authorize Repair Order screen for authorization. With the introduction of the Mail IT capability, the authorizer can reply back to the mail with any of the following values to authorize the document. Inbox Monitor Add- On in Outlook Enhancement Notification Page 32 of 94 • Approve • OK In case, the authorizer wants to return the document, then the reply mail must have the following content. • Return • Reject Based on the reply, the document is authorized or returned successfully and an acknowledgement mail is sent back to the user. Approach 2: Get the details of a document and Reply back to that mail When this approach? This approach can be used for document authorizations through Mail- iT capability, if the Authorizer needs to know more information of the Purchase Order or Repair Order document that needs to be approved, before approval. How it Works? The authorizer needs to send a mail to the Outlook account of the RMTB server with the subject as “ POAPP; Purchase Order Number” or “ ROAPP; Repair Order Number” for approval of Purchase Order and Repair Order respectively. This mail serves as a request mail for the retrieval of the details of the document pending for approval. When this mail is processed, it shall be evaluated if the document is pending for approval by the user ( Identified by the Requesting mail id – User mapping). If the user has access rights to authorize the document, then the details of the requested document shall be sent to the requestor. The requestor can reply to that mail with the subject format as “ RE: POAPP; Purchase Order Number” or “ RE: ROAPP; Repair Order Number” in order to have the document approved or returned. The content of the mail for authorizing the document should be any one of the following. • Approve • OK In case, the authorizer wants to return the document, then the content of the mail should be any of the following. • Return • Reject Based on the reply, the document gets authorized or returned successfully and an acknowledgement mail will be sent back to the user. Enhancement Notification Page 33 of 94 Exhibit 2: Identifies the mail sent with the details of the Purchase Order Exhibit 3: Identifies the mail sent with the details of the Repair Order  Note: In this approach, the retrieval of the Purchase Order/ Repair Order details will happen only if the requesting mail ID is mapped to an User who has access rights to the Authorize Purchase Order/ Repair Order activity respectively. Other Mail- iT Capabilities: In addition to the above features, in general the Mail- iT capability has the following options, which can be managed through configurable options introduced in the Define Process Entities activity of the Common Master Business component under the Entity Type “ Mail- iT” and Entity “ Common”. 1. Provision to send the reply mail to the users who are added in the CC/ BCC list of the request mail a) Process Parameter • Allow automated replies to CC/ BCC List in Mail • If the value is set as ‘ Yes’, the reply mail with the document details shall be sent to users who are kept in the CC or BCC list in the request mail Enhancement Notification Page 34 of 94 2. Provision to restrict the time limit for processing of same request ( to avoid spam mails sent to the RMTB server) b) Process Parameter • Set Time limit to process same set of queries • If any value is defined for this parameter, the request mail with the same subject cannot be sent in the given time interval  Limitations: The mail reply to the contacts mentioned in BCC is not supported in this release Enhancement Notification Page 35 of 94 Ability to inquire Stock Availability based on email request. Reference: AHBF- 17245 Background Operational efficiency is one of the key parameters that decide an organization’s performance. Operational efficiency will be high when the transactions are made simple. An actual anywhere, anytime access of information that makes the system most inclusive and quite simple to use. With the emergence of Smart Phones and other devices, user can complete his work smoothly from wherever he is. No more logons to conventional ERP. Ramco decided to use the availability of mail capability in everyone’s hands to ensure faster operations in the enterprise and the solution of this thought is “ Mail- iT”. With the help of Mail- It user can now perform the work actions by sending a simple Email based request to Ramco M& E. Material Planner/ Mechanic wants to know the parts available in the single/ multiple warehouse. Mail- iT will help him to identify the availability stock of parts and Alternate parts in the warehouse. A provision is given to inquire Stock Availability through Mail- iT feature. Change Details Pre- Requisites: For enabling Mail- iT capability, there are few pre- requisites required to be done by the IT admin as mentioned below. 1. An Outlook Account should be configured for the RMTB server 2. An add- on, InboxMonitor should be installed in this Outlook Account 3. Workflow Mailer application needs to be installed in the Server 4. In the Workflow Mailer application, provide the following details a) Application Database from where the data should be retrieved or work action should be performed. b) Outlook Account details of the RMTB Server Note: If there are other mails that can be sent to the RMTB server other than those required for Mail- iT capability, then define rules to move only the mails related to Mail- iT capability to the InboxMonitor folder. The InboxMonitor function should remain running for using the Mail- iT capabilities. Enhancement Notification Page 36 of 94 Exhibit 1: Identifies the InboxMonitor add- on in the Outlook account of the RMTB server Feature Details: Material Planner / Mechanic wants to know the stock availability of Part or Alternate part in the Warehouse using Mail It feature. Before the introduction of Mail- iT, the user had to go to the Inquire stock availability screen, retrieve the stock availability for a Part and then establish a plan to process Part Requirements How it Works? User needs to send a mail to the Outlook account of the RMTB server with the subject as “ BAL- STK; PART#; WAREHOUSE#” for obtaining list of Parts available in the requested Warehouse. This mail serves as a request mail for the Parts that are available in the Warehouse and also lists alternate Part information in the requested warehouse. Similarly user can also access the Stock availability information in multiple/ All warehouses, then user has to send a mail with subject as “ BAL- STK; PART#; WAREHOUSE1, WAREHOUSE2”. And also user can retrieve the Stock availability information for all warehouse by using the subject message as “ BAL- STK; PART#; ALL” When this mail is processed, it will check Stock availability for a Part only if the user has access rights to access the information, then the requested information will be sent to the requestor.  Note: 1. Alternate Part information will be displayed in the blue color and also underlined. Inbox Monitor Add- On in Outlook Enhancement Notification Page 37 of 94 2. User can also use following alias names to retrieve Due list for an Aircraft a. BAL- STOCK; PART#; WAREHOUSE# b. BL- STK; PART#; WAREHOUSE# c. BL- STOCK; PART#; WAREHOUSE# Exhibit 2: Warehouse Identifies the mail sent with the details of the Part # along with Information Other Mail- iT Capabilities: In addition to the above features, in general the Mail- iT capability has the following options, which can be managed through configurable options introduced in the Define Process Entities activity of the Common Master Business component under the Entity Type “ Mail- iT” and Entity “ Common”. 1. Provision to send the reply mail to the users who are added in the CC/ BCC list of the request mail a) Process Parameter • Allow automated replies to CC/ BCC List in Mail • If the value is set as ‘ Yes’, the reply mail with the document details will be sent to users who are kept in the CC or BCC list in the request mail 2. Provision to restrict the time limit for processing of same request ( to avoid spam mails sent to the RMTB server) b) Process Parameter • Set Time limit to process same set of queries • If any value is defined for this parameter, the request mail with the same subject cannot be sent in the given time interval Enhancement Notification Page 38 of 94 3. Provision to restrict the retrieval of details against the request mail sent by users outside organization ( External Mails that are not defined in the User details) c) Process Parameter • Allow retrieval of reports by external users to the organization • If the value is set as “ Allowed”, then the reply mail to the request can be sent to the mail ids which are not defined in the User mapping  Note: The ‘ Approve Anywhere’, ‘ Warehouse Anywhere’ and the ‘ Mail- iT’ features involve commercials and is not available for all customers. Please contact your Ramco Account Manager. Enhancement Notification Page 39 of 94 WHAT’S NEW IN PURCHASE ORDER? Ability to propagate Aircraft Reg # from MR to PR and from PR to PO Reference: AHBG- 1 Background Currently, Purchase Requests ( PR) that are generated to fulfil a material demand ( MR) from the Plan Materials screen does not carry the Aircraft Reg # for which the parts are required in to the PR document. It is required to have the traceability and visibility of the Aircraft Reg # in the PR. In a similar way, Aircraft Reg # in the PR needs to be propagated to the PO document. Change Details Plan Material • When Purchase Request is created from Plan Material screen using ‘ Create Purchase Request’ button or the respective link, Aircraft Reg # will be propagated from Material Request to Purchase Request. • If the Aircrafts are different in the MR, different Purchase Request documents will be created. Purchase Requisition • Aircraft Reg # is provided as a user enterable field in the Create Purchase Request and Edit Purchase Request screens. • PR document information section is realigned in three columnar format. • Aircraft Reg # is provided in the Selective Short Close and View Purchase Request screens. Enhancement Notification Page 40 of 94 Exhibit 1: Identifies the Aircraft Reg # field in Create Purchase Request screen  Note: In Create / Edit PR, if the MR reference is provided in the multiline, then Aircraft Reg # if not entered will automatically be defaulted with the Aircraft Reg # of the MR, as long as all the MRs have the same ( unique) Aircraft Reg #.  Aircraft Reg # field is added in Select Purchase Request screen under View Purchase Request activity in the search criteria and in the multiline to facilitate search based on Aircraft Reg #. Purchase Order • In the PR based PO screen, ‘ Aircraft Reg #’ is added as an editable control in the Search Criteria section to facilitate search of PRs based on the Aircraft Reg. #. It is also provided as a display only column in the multiline. • In the PR based PO screen, upon creation of Purchase Order, Aircraft Reg # in Purchase Order will be automatically copied from the Purchase Request if it is not entered and all the selected PR have same Aircraft Reg #. Aircraft Reg. # control added Enhancement Notification Page 41 of 94 Exhibit 2: Identifies the Aircraft Reg # field in PR Based PO screen Aircraft Reg. # control added Enhancement Notification Page 42 of 94 Ability to specify Repair Cost in PO Reference: AHBF- 18360, AHBF- 18970 Background While creating Exchange PO or PBH Exchange PO, a flat exchange fee is charged. However sometimes additional repair needs to be performed on the exchanged component or part. The supplier in this case will charge the additional Repair cost downstream to the buyer especially in case of Foreign Object Damages. The Repair Cost is claimed when the supplier repairs the part, during which the PO would have been closed. Currently there is no provision to record this additional cost against the PO. The business requirement is to record the repair cost in PO so that it can be posted / accounted properly instead of posting it separately. Change Details A new set option “ Record Additional Cost for Exchange / PBH Exchange PO?” has been introduced under the category ‘ Purchase Order’ in Purchase Option Settings activity in the Logistic Common Master business component. The option can be set as “ Required” or “ Not Required”. • If the option is defined as ‘ Required’, the new screen Record Additional Cost Information can be launched from Amend Purchase Order screen. Repair Cost can be provided in the new screen. • If the option is set as “ Not Required”, the new screen Record Additional Cost Information cannot be launched from Amend Purchase Order. If additional cost need not be entered, then the option needs to be set as “ Not Required”. The Record Additional Cost Information facilitates entry of Repair Cost in Purchase Order. Repair Cost can be entered only for PO’s of Type “ Exchange” and “ PBH Exchange”. Also Repair Cost can be entered only for the parts already issued to the supplier for the exchange. In View Purchase Order, the same screen will function as a View screen i. e., ‘ Save’ button will be not be available and user will not be able to save any modifications. Enhancement Notification Page 43 of 94 Exhibit 1: Identifies the new screen Record Additional Cost Information New Account Codes for Repair Cost: Two new predefined usages “ EXREP” for accounting the Repair Cost of Exchange Purchase Order and “ PBHREP” for accounting the Repair Cost of PBH Exchange Purchase Order are introduced. Account postings will made to the Account Codes mapped to these pre- defined usages in the Book Keeping  Account Rule Definition  Create Additional Account Definition. Repair Cost – Accounting Event: Account Postings for the Repair Cost will be based on the following events: a) Amendment of Purchase Order: If the Repair Cost is recorded after receipt of the parts, i. e. if the repair cost is recorded post closure of the Purchase Order, the account postings for the repair cost will happen during amendment / amendment and authorization of the Purchase Order, based on the set option “ Authorization of Cost amendment of ‘ Closed’ PO” in Purchase Option Settings activity. If this option is set as “ Required”, then account postings will happen during Authorization of the amendment. If this option is set as “ Not Required”, then account postings will happen during amendment of the Purchase Order. b) Inspection of Goods Receipt: If the Repair Cost is served prior to receipt of the parts i. e. If the Exchange Purchase Order is amended post issue of the parts and prior to receipt of the parts and Repair Cost is entered, Account Postings will be made during receipt of the parts and Confirmation of Inspection. Enhancement Notification Page 44 of 94 Ability to retrieve and update Cost information in Purchase Order when Order Qty is modified based on Supplier Qty Price Break definition Reference: AHBF- 16640 Background Supplier master facilitates Qty price break definition for applicable parts. Based on this definition, when a PO is processed, using the ' Get Part Details' button, Buyer can retrieve and have the Part Cost automatically updated based on Ordered Qty. However, current limitation is that when Buyer modifies the Ordered Qty and invokes the ' Get Part Details' button, it does not retrieve and update Part Cost based on the modified Qty ( and price slab) as the Part Cost is already available. In order to circumvent this behavior, Buyer needs to modify the Ordered Qty and then remove the Part Cost that is already available and then invoke ' Get Part Details', so that the cost corresponding to the modified Ordered Qty is retrieved and updated. This is a usability issue and at times when Buyer miss to remove the Part Cost entered before invoking ' Get Part Details', the part continue to have incorrect cost. Business need is to have ' Get Part Details' feature always update the Part Cost based on Ordered Qty irrespective of whether the Cost is already available / entered or not. Change Details In the Set Options activity of Purchase Order, for the option Part Cost in Purchase Order a new value " Default if Part Cost is not entered" is added in addition to the existing values “ Do not Default” and “ Default on Get Part Details”. Logic Change in Create / Edit Purchase Order Screen on ‘ Get Part Details’: • If the option is set as ' Default if Part Cost is not entered', then on invoke of ' Get Part Details' button, system will not retrieve and update Part Cost if entered / available for the Part #. • If the option is set as ' Default on Get Part Details', then on invoke of ' Get Part Details' button, system will retrieve and update Part Cost always i. e., irrespective of whether Part Cost is already entered or is blank. • If the option is set as ' Do not Default', then on invoke of ' Get Part Details' button, system will not retrieve and update Part Cost irrespective of whether Cost is entered or not entered.  Note: If the option is currently set as ' Default on Get Part Details' and if it required that the existing system behavior continue post deployment of the feature, the option needs to be changed as ‘ Default if Part Cost is not entered’. Enhancement Notification Page 45 of 94 Exhibit 1: Identifies the new value added Set Options screen in Purchase Order A new set option is added Enhancement Notification Page 46 of 94 Provision to generate PO report from Edit Terms & Conditions screen Reference: AHBF- 16567 Background As the case with certain operators, buyers are required to visit the Edit Terms & Conditions screen once the Purchase Order is created and update it as required for the PO. Once T& C information is updated, Buyer needs to generate PO report and route it for review / approval to the Supervisors. Change Details A new link “ Generate PO Report” is added in Edit Terms & Conditions screen in Purchase Order business component to generate PO report. Exhibit I: Identifies the link added in the Edit Terms and Conditions screen New Link Added Enhancement Notification Page 47 of 94 WHAT’S NEW IN PURCHASE ORDER AND REPAIR ORDER? Provision of link ‘ View GR List’ in View PO / RO entry screens for better usability Reference: AHBF- 16635 Background In order to facilitate Buyer to quickly review the receipts against Purchase Orders and Repair Orders, link to View GR List screen is required to be provided in the View Purchase Order and View Repair Order entry screens where PO / RO are listed for the specified search criteria. Currently, it is required to select a PO / RO, traverse to the detail screen and then invoke the View GR List / View RR List link. Change Details A new link View GR List is added in the Select Purchase Order screen under View PO activity and a new link View RR List is added in the Select Repair Order screen under View RO activity. Buyer can select a PO / RO record from the multiline, and click View GR List / View RR List link; all the GR / RR documents pertaining to the PO / RO document will be listed in the View GR List screen. Exhibit 1: Identifies the link added in the Select Purchase Order screen under View Purchase Order activity View GR List Link added Enhancement Notification Page 48 of 94 Exhibit 2: Identifies the link added in the Select Repair Order screen under View Repair Order activity View RR List Link added Enhancement Notification Page 49 of 94 WHAT’S NEW IN NOTIONAL CHARGES FOR ORDER DOCUMENTS Requirement to add Notional Charges in Delivery Charges Invoice Reference: AHBF- 17128, AHBF- 17039 Background Freight cost forms a significant part of purchase cost particularly for overseas procurement. In most cases, it is the cost incurred in moving goods from Vendor location to the buyer’s location. It may also include packaging, loading and unloading charges, apart from carriage and insurance costs. When Freight becomes the responsibility of the buyer, Freight Charges are known at a much later stage when the Carrier / Freight Forwarder provides the invoice. With the Freight Costs forming a significant part of Procurement cost, Organizations would want it to be added to the inventory instead of charging it as an expense to the Profit and Loss ( P& L). In a scenario involving overseas procurement, the inventory cost of the part without freight does not reflect the true cost. The requirement is to have an option with which a notional % cost that can be charged to the Inventory for Freight. The notional charges can be set off against the Actual freight cost on receipt of invoice. Example 1 – Transaction with Notional Charge PO Supplier S1 $ 10,000 Freight Supplier S2 $ 500 Notional Charge for S2 $ 500 Change Details 1. Charge Type column is loaded with ‘ Notional’ in the following screens. ( Exhibit 1) Business Process Component Screen 1 Procurement Management Purchase Order Edit Document TCD Details 2 Procurement Management Purchase Order Edit Part Level TCD 3 Procurement Management Blanket Purchase Order Edit Document TCD Details 4 Procurement Management Blanket Purchase Order Edit Part Level TCD 5 Procurement Management Release Slip Edit Document TCD Details 6 Procurement Management Release Slip Edit Part Level TCD Enhancement Notification Page 50 of 94 2. New Editable and Display only controls added in the Create Delivery Charges Invoice, Edit Delivery Charges Invoice and Authorize Delivery Charges Invoice screens. ( Exhibit 2) 3. Help on Way Bill # / Ref. Doc # screen also enhanced with new controls. ( Exhibit 3) 4. Set option is also introduced in Set Finance Process Parameters page for enabling stock correction. ( Exhibit 4) Notional Charges: If the freight vendor and the freight cost is not known at the time of Order creation, Notional Charges ( with an estimated freight cost) can be added in the Order documents PO / RS ( Purchase Order/ Release Slip) at document level or part level to include the freight cost to the Inventory value. These charges can be invoiced through Delivery Charges Invoice ( Payables Management  Supplier Order Based Invoice  Create Delivery Charges Invoice), with reference to way bill # i. e. with Invoice category as “ Way Bill based” or with Goods inward document reference i. e. with invoice category as “ Ref. Doc. Based”. The charge option of the DC Invoice will be “ Order- Notional" in such cases. In case the actual freight cost varies, the DC Invoice can be recorded with variance, which can be posted to the inventory value through stock correction based on option setting. ( Exhibit 4) Payable Charges: If the freight vendor is known and the freight cost is not known at the time of Order creation, Payable Charge ( with an estimated freight cost) can be added in the Order documents PO / RS / RO at document level or part level with the Pay to Supplier for the TCD as the Freight Vendor ( different from that of the Order supplier). These charges can be invoiced through Delivery Charges Invoice ( Payables Management  Supplier Order Based Invoice  Create Delivery Charges Invoice), with reference to way bill # i. e. with Invoice category as “ Way Bill based” or with Goods inward document reference i. e. with invoice category as “ Ref. Doc. Based”. The charge option of the DC Invoice will be “ Order- Payable" in such cases. In case the actual freight cost varies, the DC Invoice can be recorded with variance, which can be posted to the inventory value through stock correction based on an option. ( Exhibit 4) Direct Charges: If no charges are added in the Order documents PO / RS either at document level or part level, these charges can be invoiced through Delivery Charges Invoice ( Payables Management  Supplier Order Based Invoice  Create Delivery Charges Invoice), with reference to way bill # i. e. with the Invoice category as “ Way Bill based” or with Goods inward document reference i. e. with invoice category as “ Ref. Doc. Based”. The charge option of the DC Invoice will be “ Direct" in such cases. Enhancement Notification Page 51 of 94 Based on the actual freight cost, when the DC Invoice is recorded, it can be posted to the inventory value through stock correction based on an option. ( Exhibit 4) Prerequisite for Notional Charges: A new Automatic Post Account Type: “ CHARGE SUSPENSE” has been introduced to account for the notional charges added in the order documents. The value of the notional charge will be accounted to this automatic posting account during Goods Inward confirmation as it not payable to the Supplier and the same will be knocked off once Delivery Charges Invoice is recorded. A new Pre- defined usage “ FRGHTEXP” ( Freight Expense) has been introduced to account for the variance in the Notional/ Freight Charges in the DC Invoice. ( Refer Example 1, 2 and 3 for the accounting details) The break- up information for the balance in the Charge Suspense can be reviewed in the View Account Balance Report ( Book Keeping  Finance Book Processing  View Account Balance) for the Transit Account Type ‘ Charge Suspense’. Exhibit 1: Addition of Charge Type ‘ Notional’ in Order documents.  Note: The above change is done in Purchase Order, Blanket Purchase Order and Release Slip screens. Addition of Charge Type ‘ Notional’ in order documents Enhancement Notification Page 52 of 94 Exhibit 2: Addition of new controls in Create Delivery Charges Invoice screen Exhibit 2: Addition of new controls in Edit Delivery Charges Invoice screen.  Note: Similarly the above change is done in Authorize Delivery Charges Invoice. Addition of new links View PO View Repair Order View Release Slip Newly added controls in ML Addition of new links View PO View Repair Order View Release Slip Newly added controls in ML Enhancement Notification Page 53 of 94 Exhibit 3: Help on Way Bill #/ Ref Doc. # screen in Create Delivery Charges Invoice Exhibit 4: Stock Correction set option in Set Finance Process Parameters page. 1. If the Stock Correction option is set as ‘ Yes’ then the variances ( in case of Order- Notional & Order- Payable) and actual cost ( in case of Direct) will be posted to Inventory provided the stock is available in the warehouse. 2. If Stock Correction option is set as ‘ No’ then the stock correction will not be triggered. Set options introduced for Stock Correction Addition of Charge Type and Way Bill # in header and ML level. Enhancement Notification Page 54 of 94 Accounting Entries for Notional Charges Example 1 Charge Type – Notional Item Cost – USD 10,000 Notional Charge @ 4.5% - USD 450 Conditions Debit Credit Entry at the time of GR ( Acount rule of TCD - Add to Stock) Stock Suspense A/ c USD 10,450 Charge Suspense A/ c USD 450 Supplier Suspense A/ c USD 10,000 Entry at the time of GR ( Acount rule of TCD - Expense off) TCD A/ c USD 450 Stock Suspense A/ c USD 10,000 Charge Suspense A/ c USD 450 Supplier Suspense A/ c USD 10,000 Invoice postings for Notional TCD added at PO. Charge Suspense A/ c USD 450 Supplier Control A/ c USD 450 Invoice with Variance ( Actual Freight > Estimated Freight) Actual Freight USD 500 Estimated Freight USD 450 Charge Suspense A/ c USD 450 Freight Expense A/ c USD 50 ( New Predefined Usage) Supplier Control A/ c USD 500 Invoice with Variance ( Actual Freight < Estimated Freight) Actual Freight USD 300 Estimated Freight USD 450 Charge Suspense A/ c USD 450 Supplier Control A/ c USD 300 Freight Expense A/ c USD 150 ( New Predefined Usage) Example 2 Charge Type – Payable Supplier # - S1, Item Cost – USD 10,000 Pay to Supplier # - S2 Frieght / Delivery Charge - USD 500 Conditions Debit Credit Entry at the time of GR ( Acount rule of TCD - Add to Stock) Stock Suspense A/ c USD 10,500 Supplier Suspense A/ c USD 10,500 Entry at the time of GR ( Acount rule of TCD - Expense off) TCD A/ c USD 500 Stock Suspense A/ c USD 10,000 Supplier Suspense A/ c USD 500 Supplier Suspense A/ c USD 10,000 Enhancement Notification Page 55 of 94 Invoice postings for Pay to Supplier based TCDs added at PO. Supplier Suspense A/ c USD 500 Supplier Control A/ c USD 500 Variance postings of Freight cost ( If Actual freight cost > cost added in PO) Actual freight 600 Supplier Suspense A/ c USD 500 Freight Expense A/ c USD 100 ( New Predefined Usage) Supplier Control A/ c USD 600 Variance Postings of Invoice ( Actual Freight < Cost added in PO), Actual Freight 300 Supplier Suspense A/ c USD 500 Supplier Control A/ c USD 300 Freight Expense A/ c USD 200 ( New Predefined Usage) Example 3 Charge Type – Direct Direct Delivery Charge – USD 500 Conditions Debit Credit Entry at the time of Way Bill or Ref. Doc. Based Invoice Freight Expense A/ c USD 500 ( New Predefined Usage) Supplier Control A/ c USD 500 D Cube Report for Delivery Charges D Cube Report is enabled for the Delivery Charges Invoice. This report is a listing of the delivery charges invoice with line level information. In case stock correction is generated for a DC invoice, the same can also be viewed in this report. A sample output of the D Cube is given below. Note: Delivery Charges Invoice can be recorded only in the same currency as that of the Order document Enhancement Notification Page 56 of 94 WHAT’S NEW IN LOAN / RENTAL RECEIPT? Transfer of data and context through links to IPMUC & Re- Initialize / Update Parameter Values screens from Create & Edit Loan/ Rental Receipt screens Reference: AHBF- 20509 Background Currently, the links Initialize Maint. Program & Update Compliance and Re- Initialize / Update Parameter Values available in Create & Edit Loan/ Rental Receipt screens do not transfer the context and data to facilitate easy recording of Tech Records information for the received component. User needs to manually enter the Component # information in these screens after using relevant links. This usability issue needs to be addressed. Change Details Now, on click of the link Initialize Maint. Program & Update Compliance or Re- Initialize / Update Parameter Values from Create Loan/ Rental Receipt & Edit Loan/ Rental Receipt screens, the document and component context will be transferred to these link screens to facilitate smooth recording of Tech Records information for the received component. However, it should be noted that if a serial # that is new to the system is received, the system creates a unique Component ID for the serial # only upon confirmation of the Loan/ Rental receipt. In such cases, these links needs to be used to update Tech Records information after confirmation of Loan/ Rental receipt to ensure the component context is appropriately displayed in these screens. Exhibit 1: Identifies information passed to the IMPUC screen from Create Loan/ Rental Receipt & Edit Loan / Rental Receipt screens Loan/ Rental Receipt # Component # Enhancement Notification Page 57 of 94 Exhibit 2: Identifies information passed to the Re- Initialize / Update Parameter Values screen from Create Loan/ Rental Receipt & Edit Loan/ Rental Receipt screens Loan/ Rental Receipt # Component # Enhancement Notification Page 58 of 94 WHAT’S NEW IN STORAGE ADMINISTRATION? Ability to view PBH Stock in Warehouse Planning Parameter screen Reference: AHBF- 16545 Background Maintain Warehouse Planning Parameter screen facilitates setting up of Min- Max or Reorder levels for Owned parts. Also, it has a provision to query stocks that are less than or equal to set planning levels. With PBH contracts gaining wider acceptance in the aviation industry, certain Operators who do not maintain any owned stock for PBH parts, set up planning levels to track and manage stock allocations of PBH parts in different locations, hence it becomes necessary to display the availability of PBH Stock against the parts in the Maintain Warehouse Planning Parameter screen. Also an ability to include the PBH Stock for various display options; ‘ Stock <= Min/ Reorder Level’, ‘ Stock > Max. Level’ and ‘ Stock < Safety Stock’, is required to facilitate planner to review the stock and planning levels holistically. Change Details 1. A new display only column ‘ PBH Stock Qty ( Incl. of Alternates)’ is added in the multiline in the Maintain Warehouse Planning Parameters and View Warehouse Planning Parameters screens. The PBH Qty for the part as explained below: • If the set option ‘ Allocated Stock Qty for Replenishment Calculation’ in the Set Inventory Process Parameters screen is set as ‘ 0’ ( i. e. Exclude) then the Qty of PBH Stock that is already allocated will be excluded. • If the set option ‘ Allocated Stock Qty for Replenishment Calculation’ in the Set Inventory Process Parameters scree is set as ‘ 1’ ( i. e. Include), then the Qty of PBH Stock available in Inventory that is already allocated will be included. 2. A new set option ‘ Include PBH Qty while computing Stock Qty for various Display Options in the Warehouse Planning Parameter screen’ is added under the category Storage Administration in the Set Inventory Process Parameters screen. • If the set option is set as ‘ 0’ ( i. e. No) or if it is not defined, then existing logic ( System will consider only the Stock Qty) will continue to work for all the three display options in the Maintain Warehouse Planning Parameters screen i. e. ‘ Stock <= Min/ Reorder Level’, ‘ Stock > Max. Level’ and ‘ Stock < Safety Stock’. • If the set option is set as ‘ 1’ ( i. e. Yes), the Stock Qty will be computed as follows: Stock Qty = Stock Qty ( Incl. of Alternates) + PBH Stock Qty, and Enhancement Notification Page 59 of 94 then the logic to check if ‘ Stock Qty <= Min/ Reorder Level or > Max Level or < Safety Stock’ will be applied and the records will be displayed accordingly in the multiline. Exhibit 1: Identifies the column added in Maintain Warehouse Planning Parameters screen Exhibit 2: Identifies the set option added in Set Inventory Process Parameters screen New Column Added New Set Option Added Enhancement Notification Page 60 of 94 WHAT’S NEW IN OFFLINE OPERATIONS? Ability to transition open MRs to offline area along with the Aircraft Reference: AHBF- 17997 Background Currently, when an offline cut is initiated to move the aircraft for offline operations, open material requests on the aircraft and associated warehouse are listed as open transactions and user needs to cancel or short close the MR as appropriate depending upon the MR status. Once offline cut is taken, these MRs needs to be manually created in the respective offline area. Business need is to have the open MRs extracted and transitioned to the offline area along with the aircraft so that it eliminates the need to short close and manually recreate the material requests. Change Details This enhancement brings the ability to manage the open material requests when an aircraft and associated warehouse goes offline and extract the MR details to the offline area, so that it need not be short closed and created again. Open MRs will now be displayed as information during evaluate, release and initialization of field ops. Following changes are done to address the business need: • Existing validation that lists open Material Requests available on the warehouse, aircraft and / or work center combination that goes offline as an open transaction is relaxed. The MRs for the said combination that goes offline will be shown as informational message in the impacted transaction list. • Data extract logic is modified to extract the open Material Request documents and move them to the respective offline area. • If there are open issue documents then as per current logic, system will force the issue to be cancelled or confirmed. This behavior is retained. • In scenario where there are open MRs pertaining to the aircraft and / or work center combination on the Field Base ( other than one that goes offline), such MRs will still continue to be considered as open transactions as per current behavior. Enhancement Notification Page 61 of 94 WHAT’S NEW IN SUPPLIER? Ability to associate a Component / Engine to PBH agreements of multiple Suppliers Reference: AHBF- 18547 Background Currently aircraft can be mapped to PBH agreements of different suppliers. But mapping an engine or a component to the PBH agreements of multiple suppliers is restricted. As the case with several operators, major assemblies like Engine will be under PBH with different suppliers for different parts. Though the parts supplied under PBH will remain unique across Suppliers, it is the same Engine that is covered by PBH agreements with different suppliers. Change Details With the introduction of the feature, an engine or a component can be mapped to PBH agreement of more than one Supplier in the Maintain PBH Mapping screen under Edit Supplier Details activity in the Supplier business component. Based on the PBH agreement mapping of the engine / component and the Part- Supplier mapping definition, system will determine the requested Stock Status as “ PBH” during Material Request ( Shop Work Order) and also determine the Stock Status of the parts removed as “ PBH” as appropriate. The Stock Status of the part requested in MR ( SWO) will be derived as PBH if, • The engine / component ( in SWO) is mapped to the PBH agreement with one or more suppliers. • The requested part is mapped is identified as “ Under PBH” in the Part Supplier Mapping screen of the corresponding PBH supplier. • The cost of the part is greater than the Contract Deductible value specified in the corresponding PBH agreement. Enhancement Notification Page 62 of 94 WHAT’S NEW IN STOCK ANALYSIS? Planning Criteria is enhanced to search based on a specific Part # Standard Cost and Replenishment Activity by columns are displayed in the multiline Reference: AHBF- 19035 Background Manage Stock Replenishment activity facilitates to compute replenishment levels for parts in a specific warehouse or compute and update replenishment levels for parts across warehouses. In order to further improve the usability of this activity, following requirements needs to be addressed. • Facility to search based on specific Part # • Display of ‘ Replenishment Activity by’ drop- down list in the multiline for both the Replenishment Options • Display of Standard Cost of part in the multiline Change Details This enhancement brings usability improvements in Manage Stock Replenishment screen which enables user to search for a specific part and compute / update its replenishment levels. User will be able to view the part’s Standard Cost and ‘ Replenishment Activity by’ while computing the replenishment levels. In the ‘ Planning Criteria’ section a new field ‘ Part #’ is added to facilitate search based on a specific Part #. A new column ‘ Std. Cost ( Base Curr.)’ is added in the multiline, which will display the Standard Cost of the part. Also, the columns ‘ Replenishment Activity by’ and ‘ Transfer from Warehouse #’ will now be visible for both the Stock Replenishment options: ‘ Compute Replenishment’ and ‘ Manage Warehouse Planning Parameters’. Enhancement Notification Page 63 of 94 Exhibit I: Identifies the controls added in the Manage Stock Replenishment screen Exhibit 2: Identifies the columns that will be displayed for both the Replenishment Options in the Manage Stock Replenishment screen New field ‘ Part #’ added with help enabled New field ‘ Std. Cost ( Base Curr.)’ added These columns will always be displayed for both the options Enhancement Notification Page 64 of 94 WHAT’S NEW IN CUSTOMER PART EXCHANGE? Ability to value the Core Part received with Issue Cost of the Source Part in a Top Assembly or Sub Assembly Customer Part Exchange Reference: AHBF- 16969 Background Exchange of Unserviceable parts for Serviceable parts is very common in Airline Industry. Parts are exchanged with Customers by MRO for an Exchange Fee, with or without Repair Cost. Costing for the Exchanged Part is critical and varies from organization to organization. When an MRO organization initiates an exchange, for instance a top assembly advance exchange, MRO identifies a ‘ Source Part’ and ships it to Customer. In exchange of this Source Part, MRO will receive the Core unserviceable Part from Customer. Different MROs value such Core Parts received using different valuation methods. Currently in Ramco Aviation, the Core Part is valued based on the Condition of the Part. Requirement is to value such Core Part received from the Customer in an exchange based on the Issue Cost of the Source Part, once the part returns to the Warehouse in Serviceable condition. Change Details Two new set options are added under the category ‘ Customer Part Exchanges’ in Set Inventory Process Parameters activity in Logistic Common Master business component. a. The set option “ Core Part Valuation for Top- Assy. Exchange” can be set as “ Condition Based”, “ Issue Cost” or “ Valuation Method”. While receiving Top Assembly Core part after Repair and if the option is defined as “ Condition Based”, then existing logic would continue i. e., Core Part will be valued based on the condition of the part when it is received in the Warehouse. • If the option is set as “ Issue Cost”, then the core part will be valued based on the Issue Cost of the source part. • If the option is set as “ Valuation Method”, then the core part will be valued based on the Valuation Method of the part. • If the option is set as “ Condition Based” or “ Issue Cost” and the cost cannot be derived, then the core part cost will be calculated based on the Valuation method of the part. If part cost cannot be derived using Valuation Method, then the Part will be valued on the Std. Cost. b. The set option “ Core Part Valuation for Sub- Assy. Exchange” can be set as “ Condition Based”, “ Issue Cost” or “ Valuation Method”. The valuation will be similar to that of the Top Assembly Exchange above. Enhancement Notification Page 65 of 94 Part Cost will be calculated based on the above set options for both External and Internal Repairs. When the Part is repaired in an External Repair Shop using Repair Order, then the part will be valued when confirming inspection and parts will be moved into the warehouse in Serviceable condition based on the above valuation option. When the Part is repaired in Internal Shop using Shop Work Order, then the part will be valued during Create / Edit and Confirm Return when the part comes back into the warehouse in Serviceable condition. Accounting Illustration: For instance a revenue Part is exchanged in a Customer Order and the above set option is “ Issue Cost”: a) Accounting entry during issue of the source part: Work Order Suspense – Exchange Dr. $ 1,000 To Inventory $ 1,000 b) Accounting entry during return of core part received from Customer after Internal / External Repair: Inventory / Inventory Suspense Dr. $ 1,000 To Work Order Suspense - Exchange $ 1,000 Enhancement Notification Page 66 of 94 WHAT’S NEW IN STOCK ISSUE? Ability to ship multiple customer jobs together Reference: AHBF- 17741 Background At times customers request MRO to ship different jobs together for multiple reasons; single documentation and customs clearance, shipment will be cost effective etc. Business need is to have a provision for CSM to identify customer jobs that needs to be shipped together and provide a visibility of the group shipments to shipping personnel. Change Details A new activity Group Ref. Documents for Shipping is added under Stock Issue business component. This activity can be used to group Customer Orders together using a Group Ship Id. Group Ship Id is a unique identifier which is auto generated based on the numbering type which holds the customer jobs together. Exhibit 1: Identifies the new screen to Group Customer Orders in Stock Issue business component It is possible to add / remove Customer Orders with an existing Group Ship Id. Group button can be used to add Customer Orders to an existing Group Ship Id. However it is not possible to have only one customer order for a Group Ship Id. Remove button removes the select Customer Order( s) from the group. The new screen also features a New screen for grouping Ref. Documents Enhancement Notification Page 67 of 94 Search criteria field which can be used to search for Customer Orders with or without Group Ship Id. In order to provide visibility to the shipping personnel the Select Reference Document screen of Record Shipping Note activity has been enhanced to display Group Ship ID. Exhibit 2: Identifies the changes Select Reference Document screen A new column “ SHP” is added in the multiline to denote shipment readiness. For example, if there are multiple Customer Orders linked to the selected Group Ship ID and all the Customer Orders are ready for shipping, then will be displayed against each of the records. If at least one of the linked Customer Order is not ready for shipping, then will be displayed. The icons will be displayed for all types of issues. This icon can be used to Group and Ship Parts. Group Ship ID is available in the multiline and the hyperlink on Group Ship ID launches the Group Ref. Documents for Shipping screen and displays the customer orders that are grouped. If the shipping personnel selects a record having a Group Ship ID and click on Record Shipping Note link, then all the Issue documents corresponding to the Group Ship ID will be retrieved and displayed in Record Shipping Note for shipping. Group Ship ID and Hold Code will be displayed in the multiline. Shipment readiness Indicator Enhancement Notification Page 68 of 94 Ability to review and plan COD shipments Reference: AHBF- 21456 Background COD is one of the commonly used mode of shipping payment. The Shipping Agency is responsible for collecting the payment either as Cash, Check etc. In the case of MRO operations, for new customers or customers who send parts for repair once in a while, payment terms for Repair charges will be COD. Provision is required to flag the shipping note automatically as COD based on the customer’s payment terms when the part is shipped after repair. Change Details Three new options as explained below are added under Category " Shipping Note" in Set Inventory Process Parameters screen in Logistic Common Master business component. a. Set option “ Pay Terms applicable for COD Shipment” can be entered with any valid Pay Term defined in Pay Term business component. Multiple codes can be provided separated by a ‘ comma’. If the Pay Term specified is available in the Customer Order, then COD flag will be automatically checked in the Shipping Note while shipping customer parts. b. Set Option “ Administration Fee COD Shipment” can be provided with any positive administration fee value. The value needs to be provided in Base currency. If Administration Cost is not required, the value can be entered as 0. The value provided here will be added to the Freight Charge and displayed in ‘ Collect Amount’ field in the Shipping Note. c. Set Option “ Shipping Payment Codes applicable for COD Shipment” can be provided with any applicable Shipping Code Codes defined in Logistics Common Master business component. Multiple codes can be provided separated by a ‘ comma’. For COD shipments, if the Shipping Payment selected is one that is set in the option, then Freight Charges will be added and displayed in ‘ Collect Amount’ field. Enhancement Notification Page 69 of 94 Exhibit 1: Identifies the new set options added in Set Inventory Process Parameters A new Quick Code Type “ Collection Type” is added in Manage Logistics Quick Code screen under Logistics Common Master business component. When COD is selected, Collection Type and Collect Amount can be entered. Collection Type will be loaded with all the “ Active” Quick Codes defined in Manage Logistics Quick Code. If the Carrier is selected as FedEx and FedEx Integration is enabled then, Collection Type will be loaded with the values applicable for FedEx. Exhibit 2: Identifies the new quick code added in Manage Logistics Quick Code screen New Option for COD New Quick Code “ Collection Type” is added Enhancement Notification Page 70 of 94 In the entry screen of Record Shipping Note, a sew column “ COD?” is added in the multiline. In the COD? column, the values “ Yes” or “ No” will be displayed as applicable. Exhibit 3: Identifies the changes in the entry screen of Select Reference Document screen In Shipping Note main screen, ‘ COD’ checkbox will be checked by default if Direct / Unplanned Issue created with reference to Customer Order is fetched in Shipping Note and if Pay Term is specified in Customer Order is a valid COD Pay term as specified in the option settings. Collect Amount denotes the amount to be collected from the recipient. Exhibit 4: Identifies the changes in the Record Shipping Note screen New column COD? added New Controls Collect Amount and Collection Type COD will be checked on screen launch based on the Pay term Enhancement Notification Page 71 of 94 If the Shipping Payment specified in Shipping note is available in the set option, then Shipping cost will be added in Collect Amount. Collect amount will be calculated and defaulted based on the below logic. Collect Amount = Repair Quote + Administration Cost + Shipping Cost ( Shipping cost is included) However if the Shipping Payment specified is not available in the set option i. e., not a COD payment type, then the cost of freight will not be added to Collect Amount. Collect Amount = Repair Quote + Administration Cost ( Shipping Cost is excluded)  Note: If parts within a customer order are partially shipped, then the quote amount would still be displaying the total quote amount for the customer order and not for the parts available in the shipping note. Collection Type denotes the type of payment requested by the shipper. It can be selected as “ Cash”, “ Company Check”, “ Personal Check”, “ Demand Draft” and “ Pay Order” if FedEx integration is enabled. Enhancement Notification Page 72 of 94 Ability to configure transactions applicable for Shipping Reference: AHBF- 21457 Background Currently, there is no provision to configure transactions that requires shipping of parts by raising a shipping note. All the issue transactions are listed, though in reality some of them are not required to be processed as per the practice followed by Operator or MRO. Business need is to have a provision where user organization can configure the transactions that need to be queued for processing shipping note. Change Details Following options are been added under the Category “ Shipping Note – Applicable Transactions” in Set Inventory Process parameters screen under Logistics Common Master business component. Each option can be set as “ Required” or “ Not Required” as per the practice followed. If an option is set as “ Required”, then the corresponding transaction will be listed in Select Reference Document screen of the Record Shipping Note activity. # Parameter Permitted Value 1 Customer Order based Direct Issue Enter ' 0' for ' Not Required' , ' 1' for ' Required' 2 Exchange Issue Enter ' 0' for ' Not Required' , ' 1' for ' Required' 3 General Issue Enter ' 0' for ' Not Required' , ' 1' for ' Required' 4 Loan Order Issue Enter ' 0' for ' Not Required' , ' 1' for ' Required' 5 Maintenance Issue Enter ' 0' for ' Not Required' , ' 1' for ' Required' 6 Pack Slip Issue Enter ' 0' for ' Not Required' , ' 1' for ' Required' 7 Rental Order Issue Enter ' 0' for ' Not Required' , ' 1' for ' Required' 8 Repair Order Issue Enter ' 0' for ' Not Required' , ' 1' for ' Required' 9 Scrap Note based Direct Issue Enter ' 0' for ' Not Required' , ' 1' for ' Required' 10 Stock Transfer Issue Enter ' 0' for ' Not Required' , ' 1' for ' Required' 11 Tools Issue Enter ' 0' for ' Not Required' , ' 1' for ' Required' 12 Unplanned Issue Enter ' 0' for ' Not Required' , ' 1' for ' Required' In the Select Reference Document screen of Record Shipping Note activity, following changes are done. A new combo is added next to ‘ Display Option’, which will be loaded with values “ Internal’ and “ External”. “ Internal” refers to any issue transactions within the organization boundary. General Issue, Maintenance Issue, Stock Transfer Issue are examples of Internal transactions. “ External” refers to any transaction to send the parts external to the organization i. e., suppliers and customers. Repair Order Issue, Rental Order Issue and Packslip Issue are examples of External Issues. Exhibit 1: Identifies the changes in entry screen of Record Shipping Note Enhancement Notification Page 73 of 94 Based on the option settings, Parent Ref. Doc # combo will be loaded with respective transactions that are required for creating a shipping note. Search logic will retrieve and display only the applicable transactions. New Display Option added Enhancement Notification Page 74 of 94 Ability to view picture of Part Reference: AHBF- 20486 Background Provision is required from Stock Issue and Stock Receipt transactions to view the picture of the part, attached as a file against the Part # in Part Administration business component. This will help user to avoid using / recording a transaction with an incorrect part. Change Details In the Part Administration business component, picture of the part can be attached in the File Name field against the Part #. A new link “ View Part File” is provided in the following transaction to view the picture of the part. Exhibit 1: Identifies the changes in Create Unplanned Receipt activity Business Process Business Component Business Activity Stock Management Stock Issue Edit Issue Stock Management Stock Issue View Issue Stock Management Stock Receipt Create Unplanned Receipt Stock Management Stock Receipt Edit Unplanned Receipt Stock Management Stock Receipt View Unplanned Receipt Stock Management Stock Receipt Record Stock Transfer Receipt Service Sales Management Sale Quotation Manage Sale Quotation View Part File link added Enhancement Notification Page 75 of 94 WHAT’S NEW IN FEDEX INTEGRATION? Ability to integrate with FedEx Freight Service Reference: AHBG- 79 Background Components / parts are shipped frequently for various purposes like external repair, transfer to a different location etc. FedEx offers freight shipment as a separate service to ship large components / parts where the package weighs more than 150 pounds. Business need is to integrate with FedEx freight shipment to seamlessly manage shipment of all packages irrespective of their weight. Change Details In the Maintain Carrier Account Information screen in Logistics Common Master business component, a new column ‘ Freight Account Number’ is added to specify the Freight Account Number that will be used for freight shipment. For freight shipments, both FedEx Account # and FedEx Freight Account # are required. Exhibit 1: Identifies the column added in Maintain Carrier Account Information screen New Column Added Enhancement Notification Page 76 of 94 In the Record Shipping Note screen under Stock Issue business component, appropriate Freight Shipping Methods as given below can be selected for freight shipments. FedEx Freight Shipping Methods FEDEX_ 1_ DAY_ FREIGHT FEDEX_ 2_ DAY_ FREIGHT FEDEX_ FIRST_ FREIGHT FEDEX_ FREIGHT_ ECONOMY FEDEX_ FREIGHT_ PRIORITY FEDEX_ NEXT_ DAY_ FREIGHT Exhibit 2: Identifies the Shipping Method loaded including the freight shipment methods For Freight Shipping, Packaging Code needs to be selected as “ Your Packaging”. Appropriate Packaging Code applicable for FedEx freight shipment will be loaded for selection. Package dimension, as applicable needs to be entered. Please note that freight shipment can be used for packages weighing more than 150 pounds. For packages lesser than 150 pounds, use Package shipping method. New Freight Shipping Methods added Enhancement Notification Page 77 of 94 FedEx integration for shipment with Dry Ice and Alcohol Reference: AHBG- 10 Background Shipping Note integration with FedEx is enhanced to manage shipment that contains Dry Ice or Alcohol. Change Details Currently, in the Shipping Note it is possible to specify if the package contains Dry Ice or Alcohol. However, with this enhancement information on Dry Ice and Alcohol in the shipment is passed to FedEx system so that it can appropriately be managed. Dry Ice FedEx considers dry ice as a Dangerous Goods material as it causes suffocating if not handled properly. FedEx should be informed if the package contains Dry Ice as it needs to be handled properly. Qty of Dry Ice in Kilo gram needs to be entered in the Shipping Note, which will be sent as an input to FedEx when FedEx shipment is created. Exhibit 1: Identifies the field where Qty of Dry Ice can be specified Specify Dry Ice Qty in Kg Enhancement Notification Page 78 of 94 Alcohol Aircraft Industry uses solutions which are alcoholic in nature. For example, Butanol and ethanol are alcoholic and is widely used in aircraft painting and finishing. Shipping Alcohols or solutions that contain alcohols needs to be indicated clearly for packages that are shipped using FedEx.  Note: Companies shipping alcohol using FedEx need to sign a FedEx Alcohol Shipping Agreement prior to shipping. Kindly contact FedEx account executive to start the enrollment process before shipping. Exhibit 2: Identifies the check box provided to denote ‘ Alcohol’ in the shipment Select the checkbox “ Alcohol” Enhancement Notification Page 79 of 94 Ability to integrate with FedEx for special services / features Reference: AHBF- 18123 Background Shipping Note integration with FedEx is enhanced to manage additional features and services offered by FedEx. Change Details Shipping Note is enhanced to integrate with FedEx for the following features / services. • Email Notification • Collect On delivery • Deliver To Residential Address • Saturday Pickup and Delivery • Email Notification FedEx provides a facility to send email notifications about the shipments to the recipient. In Record Shipping Note screen, a new checkbox ‘ Email Notification’ is provided. When Email Notification is enabled, the Recipient’s Email ID needs to be provided in the Recipient tab. Upon confirmation of shipping note, an Email will be triggered to the recipient’s email ID when FedEx Shipment is created. Exhibit 1: Identifies the Changes in Record Shipping Note screen for Email Notification Email Notification Enhancement Notification Page 80 of 94 Collect On Delivery ‘ Collect on Delivery’ is one of the commonly used payment method. Collect on delivery is the sale of goods by mail order where payment is made on delivery rather than in advance. This is beneficial for the both the parties involved as the recipient pays only on receipt of goods and the Sender need not follow up for the payments. Payment can be made by cashier’s check, official check, or money order apart from Cash. Checkbox ‘ Collect On Delivery’ can be used to specify that FedEx needs to collect payment on behalf of the sender. If ‘ Collect On Delivery’ is selected, then ‘ Collect Amount’, ‘ Currency’ and ‘ Collection Type’ are mandatory. ‘ Collect Amount’ denotes the amount to be collected from the recipient. ‘ Collection Type’ denotes the type of payment requested by the shipper. It can be selected as “ Cash”, “ Company Check”, “ Personal Check”, “ Demand Draft” and “ Pay Order”. Exhibit 2: Identifies the Changes in Record Shipping Note screen for COD Deliver to Residential Address FedEx shipments can be sent to Residential Address. In Order to receive an accurate rate quote for Shipping, it is recommended to select this option if the shipment needs to be delivered to a residential area. A new check box “ Residential Address?” is added in Recipient Info tab to specify if the package needs to be delivered to a Residential Address. COD Enhancement Notification Page 81 of 94 Exhibit 3: Identifies the Changes in Record Shipping Note screen for Residential Address Saturday Pickup and Delivery FedEx provides a flexibility to pick up / deliver packages on Saturdays. “ Special Services” Combo can be used to specify whether the shipment needs to be picked up / delivered on a Saturday. It is mandatory to select the ‘ Shipment Date’ as ‘ Saturday’ if Saturday Pick. Shipper can either select ‘ Saturday Pick up’ or ‘ Saturday Delivery’ for a Shipment. Exhibit 4: Identifies the Changes in Record Shipping Note screen for Saturday Pickup / Delivery Residential Address indicator Enhancement Notification Page 82 of 94  Note: This feature involves commercials and is not available for all customers. Please contact your Ramco Account Manager. Saturday Pickup and Delivery Enhancement Notification Page 83 of 94 WHAT’S NEW IN STOCK MAINTENANCE? Ability to Attach / View documents from Inspect / Re- certify Parts screen Reference: AHBF- 16568 Background Inspect / Re- certify Parts screen in Stock Maintenance business component facilitates recording inspection information for transactions like; Loan / Rental Receipt, Maintenance Return, Unplanned Return, Unplanned Receipt etc. Provision is required for the inspector to attach documents to these transactions from the Inspect / Re- certify Parts screen. Change Details Two new links Upload Documents and View Associated Doc. Attachments have been added in Inspect / Re- certify Parts screen to facilitate upload and viewing of documents attached while recording inspection for the following transactions; Loan / Rental Receipt, Maintenance Return, General Return, Unplanned Return, General Return, Unplanned Receipt and Stock Transfer Receipt. Exhibit 1: Identifies the links added in the Inspect / Re- certify Parts screen New Link Added New Link Added Enhancement Notification Page 84 of 94 WHAT’S NEW IN ROUTING? Ability to define Interim Work Center Areas and Capture Routing Instructions Reference: AHBF- 13549 Background Routing of Parts is one of the key functions in large organizations, where the work locations are situated at distances. The work locations could vary between a Warehouse, the Interim Storage Area of a Warehouse, a Work Center or an Interim Work Area in a Work Center or any area of that kind. In large MRO organizations, there is a role called the ‘ Routing Clerk’ who is responsible for the movement of Parts across these work areas. The Route Anywhere application developed earlier helps the Routing Clerk in recording the physical movement of the parts from one location to another. This application currently displays the Routing Instructions posted during the Part movement during receipt of goods from a Supplier or Customer ( through Goods Inward) and during the execution of a Work Order in the Shop. However, there are many more events in which the Part needs to be moved in an organization. The business need is to capture all the routing events and display them in the RouteAnywhere application. Also, a capability to define the interim work areas in a Work Center ( i. e.) Shop is required. Change Details The changes with respect to this feature can be broadly grouped in the following heads. • Ability to define Interim Work Areas in a Work Center • Ability to define the various events in which Routing Instruction should be posted The first feature provides the capability to define Interim Work Areas in a Work Center and then proceed to map the same to each Work Center. The latter feature identifies the various tasks which are eligible for the routing of Parts in an organization and provides the capability for the user to configure the tasks in which Routing Instruction is necessary, based on the organization’s work location lay- out. Also, provision to capture the default inspection area for a Part in the Maintain Planning Information screen of Part Administration business component is provided. Enhancement Notification Page 85 of 94 Ability to define Interim Work Areas in a Work Center Interim Work Areas are nothing but the places where different types of work is carried out in an organization. Some of the common interim work areas in a work center would be Inspection Area, Electroplating Area, NDT Area and so on. Interim Work Areas vary from Work Center to Work Center based on the capabilities that are available in the Work Center. To cater the definition of the Interim Work Areas in a Work Center, the following changes are made: • A new quick code type - ‘ Work Center Area’ is introduced in the Quick Codes available in the Work Center business component. • A new activity Manage Work Center – Area Mapping has been developed and is positioned in the Work Center business component. This screen provides the facility to search for the various work centers available in the organization and map the Work Center Areas that are defined as quick codes to each Work Center, as per the requirement. Based on the Area Type, the Work Center Areas could be classified as ‘ Incoming Area’, ‘ Outgoing Area’ or ‘ Others’. Incoming Area is the area where the Parts would typically be received into the Work Center and Outgoing Area is from where the Parts would move out of the Work Center. Any other Work Area can be classified as ‘ Others’. If there are multiple Incoming or Outgoing areas applicable for a Work Center, it is required to define any one of them as the default area. This definition is essential because of that the Routing Instruction could be posted with that default Incoming or Outgoing area. Exhibit 1: Identifies the Manage Work Center – Area Mapping screen Enhancement Notification Page 86 of 94 Ability to define Events for posting Route Instructions A new screen Manage Routing Options is introduced in the Logistics Common Master business component of the Procurement Management business process, to identify the different events in which Routing Instructions are to be posted, so that the Routing Clerk can record the physical movement of the Parts against the instructions. The screen has a drop- down list box, ‘ Post Routing Instruction for Main Core – Receiving Insp. On’ which is used to identify the task in which the routing instruction for the movement of the Part from the Receiving Area to the Inspection Area ( in case of Customer Main Core Part receipt) needs to be posted. It will be the save of Serial/ Lot Details, when the Receiving inspector is the person who is responsible to evaluate the contract and other work requested information by the customer. It will be the confirmation of receipt, if the Inspector is not responsible for evaluation of contract and other sales terms. Apart from that this screen has a multiline listing the various routing events. User has the provision to configure if routing of Parts is required in each of the event for the Main Core Part and/ or Spare Parts. Along with that, the user can also define if the Acknowledgement of the Parts receipt is required for each of the event for which Routing Instruction is required to be posted. These routing instructions posted will be visible in the Route Parts screen of the RouteAnywhere application. The details of the Routing Events are listed below: Routing Event Task in the Application From Location To Location Rec. Inspection Component: Goods Inward Activity: Manage Goods Receipt Task: a) Record/ Update Receipt b) Save Serial/ Lot Details c) Confirm Receipt Receiving Area of the Receiving Warehouse Inspection Area Rec. WH Movement Component: Goods Inward Activity: Inspect Parts/ Manage Goods Receipt/ Bin Parts Task: Move Parts/ Bin Parts ( Movement Type: Binning; Inspection Not required) Receiving Area of the Receiving Warehouse WH- Zone- Bin of the Movement Warehouse Rec. WC Movement Component: Goods Inward Activity: Inspect Parts/ Manage Receiving Area of the Receiving Work Center # Enhancement Notification Page 87 of 94 Goods Receipt Task: Move Parts ( Movement Type: Allocation, Work Center; Inspection Not required) Warehouse Rec. Quarantine Component: Goods Inward Activity: Manage Goods Receipt Task: ( with Quarantine Check- Box selected) a) Record/ Update Receipt b) Save Serial/ Lot Details c) Save Work Requested Info Receiving Area of the Receiving Warehouse Quarantine Area Rec. Quarantine Resolution Component: Goods Inward Activity: Manage Goods Receipt Task: ( with Quarantine Check- Box de- selected) a) Record/ Update Receipt b) Save Serial/ Lot Details c) Save Work Requested Info Receiving Area of the Receiving Warehouse Receiving Area of the Receiving Warehouse Rec. Rejection Component: Goods Inward Activity: Manage Goods Receipt Task: ( with Some Rejection Qty entered) a) Confirm Receipt Receiving Area of the Receiving Warehouse Rejection Area Insp. Quarantine Component: Goods Inward Activity: Inspect Parts Task: ( with Quarantine Check- Box selected) a) Save Inspection Details Inspection Area for the record Quarantine Area Insp. Quarantine Resolution Component: Goods Inward Activity: Inspect Parts Quarantine Area Inspection Area for the record Enhancement Notification Page 88 of 94 Task: ( with Quarantine Check- Box de- selected) a) Save Inspection Details Insp. WH Movement Component: Goods Inward Activity: Inspect Parts/ Manage Goods Receipt/ Bin Parts Task: a) Move Parts ( Movement Type: Binning; Inspection Required) Inspection Area of the Receiving Warehouse Warehouse – Zone – Bin Insp. WC Movement Component: Goods Inward Activity: Inspect Parts/ Manage Goods Receipt Task: a) Move Parts ( Movement Type: Allocation, Work Center; Inspection Required) Inspection Area of the Receiving Warehouse Work Center Insp. Rejection Component: Goods Inward Activity: Inspect Parts Task: a) Confirm Inspection Inspection Area of the Receiving Warehouse Rejection Area Rej. Scrap Component: Goods Inward Activity: Inspect Parts/ Manage Goods Receipt Task: a) Move Parts ( Movement Type: Rejection- Scrap) Rejection Area Scrap Area Rej. Shipping Component: Goods Inward Activity: Inspect Parts/ Manage Goods Receipt Task: a) Move Parts ( Movement Type: Rejection- Ship to Customer / Rejection Area Shipping Area Enhancement Notification Page 89 of 94 Supplier) Maint. Return Activity: Record Part Consumption and Return Task: a) Return Parts Work Center # - Outgoing Area Warehouse – Receiving Area Tools Return Activity: Return Tools Work Center # Warehouse # Loan Receipt Movement Component: Loan/ Rental Receipt Activity: Create/ Edit/ Confirm Loan/ Rental Receipt Task: Confirm Receipt ( Inspection Not Required) Warehouse – Receiving Area Warehouse – Zone – Bin Loan Receipt Inspection Component: Loan/ Rental Receipt Activity: Create/ Edit/ Confirm Loan/ Rental Receipt Task: Create Receipt ( Inspection Required) Warehouse – Receiving Area Warehouse – Inspection Area Loan Insp. Movement Component: Loan/ Rental Receipt Activity: Create/ Edit/ Confirm Loan/ Rental Receipt Task: Confirm Receipt ( Inspection Required) Warehouse – Inspection Area Warehouse – Zone – Bin STR Movement Component: Stock Receipt Activity: Record/ Edit/ Confirm Stock Transfer Receipt Task: Confirm Receipt ( Inspection Not Required) Warehouse – Receiving Area Warehouse – Zone – Bin STR Inspection Component: Stock Receipt Activity: Record/ Edit/ Confirm Stock Transfer Receipt Task: Create Receipt ( Inspection Required) Warehouse – Receiving Area Warehouse – Inspection Area Enhancement Notification Page 90 of 94 STR Insp. Movement Component: Stock Receipt Activity: Record/ Edit/ Confirm Stock Transfer Receipt Task: Confirm Receipt ( Inspection Required) Warehouse – Inspection Area Warehouse – Zone – Bin Maint. Issue Component: Stock Issue Activity: Confirm Issue Task: Confirm Issue ( Issue Type: Maintenance) Warehouse Work Center # - Incoming Area Repair Order Issue Component: Stock Issue Activity: Confirm Issue Task: Confirm Issue ( Issue Type: Repair Order) Warehouse Warehouse # - Shipping Area Exchange Issue Component: Stock Issue Activity: Confirm Issue Task: Confirm Issue ( Issue Type: Exchange/ PBH Exchange) Warehouse Warehouse # - Shipping Area Loan Order Issue Component: Stock Issue Activity: Confirm Issue Task: Confirm Issue ( Issue Type: Loan Order) Warehouse Warehouse # - Shipping Area Tools Issue Component: Facility Management Activity: Issue Tools Task: Issue Tools Warehouse Work Center Rental Issue Component: Stock Issue Activity: Confirm Issue Task: Confirm Issue ( Issue Type: Rental Order) Warehouse Warehouse # - Shipping Area Scrap Note Component: Scrap Note Activity: Process Scrap Note Warehouse Warehouse # - Scrap Area Enhancement Notification Page 91 of 94 Task: Process Scrap Note ( Action – Approve) Work Center - Warehouse Routing Component: Shop Work Order Activity: Manage Intershop Routing Task: Route Parts Work Center – Outgoing Area Warehouse – Receiving Area Intra Work Center Routing Component: Shop Work Order Activity: Manage Intershop Routing Task: Route Parts Work Center – From Area Work Center – To Area Inter Work Center Routing Component: Shop Work Order Activity: Manage Intershop Routing Task: Route Parts From Work Center – From Area To Work Center – To Area  Note: If the Internal Storage Area is not available in the Warehouse or Work Center, then the area will not be posted in the routing instruction. Only the Warehouse # or the Work Center # will be available. Exhibit 2: Identifies the Manage Routing Options screen Enhancement Notification Page 92 of 94 WHAT’S NEW IN REPORTS? Font standardization in reports Reference: AABI- 601 Background Currently, fonts used in the Purchase Order Report, Repair Order Report, RFQ Report and Shipping Note report are different. Requirement is to have a standard font in all these reports. Change Details With the enhancement font inconsistency across the following reports are eliminated and Arial is used as the standard font. • Purchase Order Report • Repair Order Report • RFQ Report • Shipping Note Report Also, report titles that are displayed in Red color is corrected and report title will be displayed in Black as a standard across all these reports. Enhancement Notification Page 93 of 94 Exhibit 1: Identifies the Purchase Order report with Arial font © Copyright 2016, Ramco Systems Ltd. www. ramco. com Ramco Aviation Solution Corporate Office and R& D Center Ramco Systems Limited, 64, Sardar Patel Road, Taramani, Chennai – 600 113, India Office + 91 44 2235 4510 / 3090 4000 Fax + 91 44 2235 2884 Website - www. ramco. com