GOAL:

GOAL:

 

To have a process in place to assure continuity of supply acquisition in the event of a prolonged (2-3 hours plus) outage of the organization’s ERP system (Lawson).  Scenarios covered include:

 

·         Extended Lawson downtime (actual failure of the ERP system)

·         Extended network failure (localized)

·         Extended network failure (general)

·         Disaster (localized)

·         Disaster (generalized)

 

 

PREPARATION:

 

1.        Data Generation: The first week of each month the Data Team will run the six make-table ODBC queries listed in the Information Extracts section, and save the database to the Materiels shared network drive. The file will be named “Business Information As Of xxyyzz”

2.       Data Replication: The second week of each month all Managers, Buyers, Purchasing Agents, Supervisors, and Team Leads will copy this file to their local drives. The Data Team will also copy this file to all terminals in the Computer Room at X Campus.

 

The monthly refresh and replication of data (necessary for the continuation of the department’s supply management and procurement efforts) to local computers at four separate locations (X Campus, A, B, and C) should ensure its availability under most circumstances. In the case of a loss of network connectivity ‘local’ printers will need to be installed to allow for printing. In the event of problems localized to one or more campus locations (e.g. loss of power) computers from the Computer Room can be moved to the campus that is still functional. In the event of a failure at all campuses, they could be moved to an off-site location.

Note: This plan seeks to ensure business continuity during any extended ERP downtime, it is not a disaster plan to deal with a major natural disaster (e.g. earthquake) or possible man-made disaster (e.g. CBRN terrorism). It also assumes that the ERP system will be restored in time for vendor payment to be made after the system is recovered and all data is entered into the system.

 

ACTUAL PROCESS:

 

1.        System Unavailability: Should Lawson be unavailable for a period greater than 2-3 hours and if it appears that recovery will not be achieved in rapid order, the Materiels Services department will put itself in “manual mode.”

2.       Data Utilization:  The Query by Asset Location w/ sort by bin location  will produce item listings sorted by bin location, which will allow area personnel to ‘walk the shelves’ and determine what items need to be ordered and in what quantities. Similarly, the Query by Par Location w/ sort by bin location will produce count sheets that can be used to inventory the par areas. When this is completed the information will be transmitted to Purchasing personnel for order placement.  The Query by Location w/ sort by template line number will produce hard copies of the area templates, which will be provided to the appropriate unit personnel.

3.       Manual Order Placement: Purchasing personnel on receipt of manual requisitions or orders generated as above, will assign purchase order numbers from their manual purchase order ranges to these orders. All purchase order information will be documented on the department Manual PO Template. Orders will be placed with vendors  via phone, fax,  or delivery (for local vendors e.g. JIT vendor).

4.       Order Receipt:  At the end of each day copies of all purchase orders placed that day will be delivered to the Receiving Dock of the appropriate campus. Deliveries will be checked in against these documents. Packing slips will be attached to the Manual PO Template and held for system recovery.

5.     System Entry: When Lawson is available again, all manual purchase orders generated will be entered into the system. The purchase orders that were physically received will then be received on the system.

 

 

INFORMATION EXTRACTS:

 

Asset Location Replenishment:

 

IC12 (ITEMLOC) - IC11 (ITEMMAST) - extract with following fields:

Location = CD/SIMS/etc.

Item Number

IC11 Description

Preferred Bin

Reorder Point (Min)

Max

IC11 Stock UOM

Primary Vendor

Condition: AutoPurch = Y & Status = A(ctive)

 

Par Stock Replenishment:

 

IC12 (ITEMLOC)IC02 (ICLOCATION) extract with the following fields:

 

Location

IC02 Location Description

Item Number

IC11 Description

Preferred Bin

Reorder Point (Par Level)

Transaction Default UOM

Source Repl from Location

GL Category

IC04 Issue Accounting Unit

IC04 Issue Account

Source Location

Primary Vendor

Condition: Location Type = P

 

 

Template Replenishment:

 

RQ15 (RQTEMPLINE) - RQ01 (REQLOC) extract with the following fields:

 

Company

Req Location

RQ01 Location Description

Template Line Number

Item Number

Item Description

UOM

RQ01 Issue Accounting Unit

Account

From Location

 

 

Item Purchase Information:

 

PO13 (POITEMVEN) - PO25.1 (STPURCHORD) - PO25.2 (STPOLINE) extract with the following fields:

 

Condition: Company = 10

Item Number

Vendor Item Description

IC11 Stock UOM

Buy UOM

Conv Factor

PO25.1 Order Name

PO25.1 Vendor Number

PO25.2 Unit Cost (Purchase Price)

 

Location Information:

 

IC02 (ICLOCATION) extract with the following fields:

Company

Location

Location Description

Ship-To Address

Accounting Unit

 

Vendor Information:

 

PO10 (POVENDOR) extract with the following fields:

 

Vendor Number

AP10 Vendor Name

Vendor Address

Fax Number

 

EDI Translation Table (EDSUBTBL from CCSPROD):

 

Requesting Location

Vendor

External Value (Vendor Ship-To Account)

Condition: List-name contains “SHIPTO”

(Note: Req Loc and Vendor will have to be obtained from the concatenated Lawson Value field)

 

Pre-Built Queries:

 

1.        Query by Asset Location w/ sort by bin location (against Asset Location Replenishment & Item Purchase Information tables)

2.       Query by Par Location w/ sort by bin location (against Par Stock Replenishment, Item Purchase Information, & EDI Translation tables)

3.       Query by Location w/ sort by template line number (against Template Replenishment, Item Purchase Information, & EDI Translation tables)

4.       Query by Item (against the Item Purchase Information table)

 

© SNi - 06/13/2003