Service Management Case Study

Distribution Order in Service Management

Multi-Site Inventory Movement & Inter-Company Transfers in IFS ERP

How ESS streamlined inventory coordination across multiple service locations with automated distribution orders, achieving 98-99% inventory accuracy and 40% faster processing.

25-40%
Faster Processing
98-99%
Inventory Accuracy
60%
Less Manual Entry
15-20%
Service Improvement
Executive Summary

Multi-Site Service Organization

A multi-site service organization utilizing IFS ERP to manage inventory, procurement, and service delivery across multiple locations needed to streamline their inter-site inventory movements. ESS implemented a comprehensive Distribution Order solution that automated the coordination between demand and supply sites.

Key Takeaways

Demand and supply sites must have the same inventory part number to move goods

Distribution orders support inter-company movements within the same database

System manages default coordinators for streamlined entry and processing

Automatic Receipt reduces manual effort by auto-receiving goods into stock

Flexibility in how orders are released and executed for diverse operations

Background / Challenge

Multi-Site Coordination Challenges

The client faced significant challenges coordinating inventory movements between multiple sites to meet service demands efficiently

Complex Manual Processes

Moving parts between supply and demand sites required extensive manual coordination

Lack of Synchronization

No automatic sync between inventory parts, purchase parts, and sales parts records across sites

Order Release Inefficiencies

Delays and stock imbalances caused by inefficient handling of order releases

Limited Visibility

Poor visibility into order statuses and history affecting planning and coordination

Multi-Company Automation

Difficulty automating supply orders across sites in multi-company environments

"These issues resulted in delays in parts availability, increased administrative overhead, and reduced service responsiveness."

Solution / Approach

Distribution Orders in IFS

Enabling planned movement of inventory parts between sites for efficient internal stock transfers

Automated Creation & Release

IFS automatically creates necessary purchase and sales part records if they don't exist, reducing manual setup

Internal Customer & Supplier Setup

Demand sites registered as internal customers, supply sites as internal suppliers for clear transaction pathways

Coordinated Order Processing

Distribution orders generate corresponding released customer and purchase order lines for consistent workflows

Automated & Manual Control

Orders created manually or automatically via MRP, Master Scheduling, Dynamic Order Processing, and Distribution Allocations

Status Tracking

Order History command monitors changes including stops and cancellations with clear accountability

Process Flow

Distribution Order Workflow

Demand Site

Internal Customer

  • • Initiates distribution order
  • • Receives transferred goods
  • • Auto-receipt into stock

Distribution Order

IFS Automation

  • • Auto-creates purchase/sales parts
  • • Generates PO & CO lines
  • • Status tracking & history

Supply Site

Internal Supplier

  • • Fulfills distribution order
  • • Ships inventory parts
  • • Updates order status
MRP
Master Scheduling
DOP
Distribution Allocations
Implementation

Implementation Approach

1
Step 1

System Configuration

  • Configured inventory parts across demand and supply sites for consistent part numbering
  • Set up demand sites as internal customers and supply sites as internal suppliers
  • Defined default coordinators, Distribution Order Prefix, and numbering sequence
2
Step 2

Process Setup & Automation

  • Enabled automatic creation of purchase and sales part records upon releasing Distribution Orders
  • Activated Automatic Receipt to streamline receiving at demand sites
  • Integrated with MRP, Master Scheduling, DOP, and Distribution Allocations
3
Step 3

User Training & Change Management

  • Trained coordinators on managing Distribution Orders end-to-end
  • Established guidelines for order release timing and status change policies
  • Implemented order tracking procedures using Order History feature
4
Step 4

Testing & Rollout

  • Conducted thorough testing for automated record creation and inter-site transfers
  • Rolled out incrementally across sites for smooth adoption
  • Gathered continuous feedback for process optimization
Results / Metrics

Measurable Outcomes

25-40%

Reduced Processing Time

Through automation and real-time synchronization

98-99%

Inventory Accuracy

Via integrated transfers

60%

Manual Entry Reduction

Through auto-generated DOs

15-20%

Service Level Improvement

Enhanced responsiveness

10-15%

Cost Reduction

Optimized operations

30-40%

Faster Receipt Processing

Using auto-receipt functionality

Strategic Benefits

Long-Term Strategic Value

Supply Chain Agility

Rapid, coordinated movement of parts between sites, responding quickly to demand fluctuations and reducing downtime

Centralized Visibility & Control

Real-time insights into inventory, transfers, and stock levels across all sites for accurate planning and decision-making

Cost Optimization

Automated internal order handling, reduced manual processing, minimized excess inventory and logistics costs

Service Excellence

Faster part availability and delivery between sites, enhancing service responsiveness and customer satisfaction

Scalable Digital Integration

Standardized, automated processes that scale efficiently as new sites or business units are added

Best Practices

Lessons Learned

Prioritize Workflow Remodeling

Remodel business workflows before re-implementing the core application for smoother system incorporation

Embrace Task-Oriented Workflows

Implement specific task-oriented systems like pallet handling and request systems to reduce downtime

Digitalize Immediately

Move to online reporting via terminals and QR codes to eliminate paperwork and log data immediately

Integrate Sales and Production

Streamline communication so production can be altered as soon as sales data is processed

About ESS

Your IFS Implementation Partner

Enterprise Software Solutions Inc. (ESS) is a premier ERP implementation and support company, recognized for delivering successful projects across manufacturing, distribution, and service verticals for over 15 years. As a dedicated IFS Gold Partner, ESS specializes in comprehensive ERP implementation and migration services.

Core Services

  • Full-cycle ERP implementation
  • Post-implementation support
  • Third-party API integration
  • Data migration solutions

Technical Expertise

  • Legacy to modern ERP migration
  • RESTful APIs & IFS customization
  • Microsoft, SAP, BAAN expertise
  • Epicor P21 implementation

Streamline Your Multi-Site Operations

Let ESS help you implement Distribution Orders and optimize inventory movement across your service locations.