EP3103080A1 - Internal material system for facilitating material and asset movement within organizational infrastructures - Google Patents
Internal material system for facilitating material and asset movement within organizational infrastructuresInfo
- Publication number
- EP3103080A1 EP3103080A1 EP14881436.1A EP14881436A EP3103080A1 EP 3103080 A1 EP3103080 A1 EP 3103080A1 EP 14881436 A EP14881436 A EP 14881436A EP 3103080 A1 EP3103080 A1 EP 3103080A1
- Authority
- EP
- European Patent Office
- Prior art keywords
- bom
- infrastructure
- asset
- line item
- boms
- Prior art date
- Legal status (The legal status is an assumption and is not a legal conclusion. Google has not performed a legal analysis and makes no representation as to the accuracy of the status listed.)
- Withdrawn
Links
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Classifications
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- G—PHYSICS
- G06—COMPUTING; CALCULATING OR COUNTING
- G06Q—INFORMATION AND COMMUNICATION TECHNOLOGY [ICT] SPECIALLY ADAPTED FOR ADMINISTRATIVE, COMMERCIAL, FINANCIAL, MANAGERIAL OR SUPERVISORY PURPOSES; SYSTEMS OR METHODS SPECIALLY ADAPTED FOR ADMINISTRATIVE, COMMERCIAL, FINANCIAL, MANAGERIAL OR SUPERVISORY PURPOSES, NOT OTHERWISE PROVIDED FOR
- G06Q10/00—Administration; Management
- G06Q10/06—Resources, workflows, human or project management; Enterprise or organisation planning; Enterprise or organisation modelling
-
- G—PHYSICS
- G06—COMPUTING; CALCULATING OR COUNTING
- G06Q—INFORMATION AND COMMUNICATION TECHNOLOGY [ICT] SPECIALLY ADAPTED FOR ADMINISTRATIVE, COMMERCIAL, FINANCIAL, MANAGERIAL OR SUPERVISORY PURPOSES; SYSTEMS OR METHODS SPECIALLY ADAPTED FOR ADMINISTRATIVE, COMMERCIAL, FINANCIAL, MANAGERIAL OR SUPERVISORY PURPOSES, NOT OTHERWISE PROVIDED FOR
- G06Q10/00—Administration; Management
- G06Q10/08—Logistics, e.g. warehousing, loading or distribution; Inventory or stock management
- G06Q10/087—Inventory or stock management, e.g. order filling, procurement or balancing against orders
- G06Q10/0875—Itemisation or classification of parts, supplies or services, e.g. bill of materials
Definitions
- the present invention generally relates to asset management and, more particularly to systems, methods and other utilities that facilitate the movement of assets within an organization's infrastructure for use in providing life-cycle management, asset disposition and asset tracking with enhanced accountability.
- a utility for use with managing inventory within the infrastructure of a technology service provider.
- the utility includes receiving, at a processing engine (e.g., a processor of a server), at least a first bill of materials (BOM) that includes at least a first line item.
- BOM bill of materials
- the first line item represents a quantity of at least a first part requested for at least one project that is associated with a first physical location within a first market of the infrastructure.
- the utility also includes accessing in a database, using the processing engine, an asset inventory listing for the technology service provider; first using the processing engine to allocate, in the database, any assets in the asset inventory listing associated with the first physical location to the quantity of the first requested part of the first line item; and second using the processing engine to allocate, in the database, any assets in the asset inventory listing associated with one or more additional physical locations within the first market to the quantity of the first requested part responsive to the first using failing to result in fulfillment of the quantity of the first requested part of the first line item.
- the utility first considers "on-hand" inventory available at or near the originating point of the BOM request (i.e., within a warehouse at first physical location at or near the project for which the BOM is requested) for fulfilling requested part quantities. Therefore, in the case that the requested part quantity cannot be fulfilled by the on-hand inventory, the utility then considers inventory at other physical locations within a market of the first physical location (e.g., materials that have been flagged as being available for consumption by BOMs associated with other physical locations).
- some variations of the utility contemplate allocating assets associated with physical locations of a second market (where the first and second markets are disposed within a first region of the providers infrastructure) to the requested part quantity and/or allocating assets associated with a second region of the infrastructure to the requested part quantity.
- this utility allows for BOMs to be fulfilled substantially automatically by way of one or more expanding concentric searches of a provider's complete inventory; doing so serves to limit the long, time-consuming searches of various databases performed by existing searching products and the accompanying errors.
- the disclosed concentric searching may be with respect to each technology service provider's infrastructure, where the infrastructure is hierarchically organized into locations, markets, regions, and the like (e.g., where each market includes one or more locations, each region includes one or more markets, and the like).
- provider infrastructures may be appropriately organized to satisfy various accounting and budgeting constraints, the hierarchically organized infrastructure need not necessarily be geographically organized.
- the location may be in a different region than the originating location and result in additional accounting and approval processes that may essentially nullify any benefit owing to the close location of the part(s).
- a different location that is two hours away within the same region as the originating location could also be shipped immediately but without the hassle of accounting or approvals (due to being in the same region as the originating location).
- the utility allows provider managers and other administrators to customize the provider's infrastructure in any desired manner for use in the efficient movement of assets between infrastructure locations.
- a utility for use with managing inventory within the infrastructure of a technology service provider that includes providing a database comprising a prioritized listing of BOMs, where each BOM includes a plurality of line items, and where each line item represents a quantity of a part requested for at least one project within the infrastructure.
- the utility also includes determining, using a processing engine (e.g., processor), an estimated issue date (EID) for asset quantities of the infrastructure that are assigned to each line item of each BOM (e.g., asset quantities that are considered to be "excess" within the infrastructure).
- a processing engine e.g., processor
- EID estimated issue date
- Each EID represents the soonest that the assigned infrastructure asset quantities can fulfill the quantity of parts of the line item
- the prioritized listing of BOMs comprises first and second BOMs
- the first BOM is above the second BOM in the prioritized listing of BOMs
- the first and second BOMs comprise first line items representing a first common part
- an infrastructure asset quantity assigned to the first line item of the first BOM has a sooner EID than does an infrastructure asset quantity assigned to the first line item of the second BOM.
- the utility can advantageously assign infrastructure assets with the soonest EIDs to the highest priority BOMs.
- the utility may include positioning the second BOM in a new position above the first BOM in the prioritized listing of BOMs (e.g., reprioritizing the BOMs), where a position within the prioritized listing of BOMs occupied by the second BOM before the positioning comprises a former position, and then reassigning, in response to the positioning, infrastructure asset quantities of the common part that were previously assigned to at least one line item of at least one BOM below the new position to at least one first line item of the second BOM (e.g., "reshuffling" infrastructure asset quantities).
- infrastructure asset quantities of the common part that were previously assigned to at least one line item of at least one BOM below the new position to at least one first line item of the second BOM (e.g., "reshuffling" infrastructure asset quantities).
- an infrastructure asset quantity allocated to the at least one first line item of the second BOM has a sooner EID than does an infrastructure asset quantity allocated to at least one first line item of the first BOM (e.g., where the EIDs of the infrastructure asset quantities may have been vice versa before the BOM reprioritization).
- the prioritized listing of BOMs may include a third BOM below the second BOM in the prioritized listing of BOMs, where the third BOM includes at least one first line item representing the first common part, where an infrastructure asset quantity assigned to the first line item of the third BOM has a later EID than does an infrastructure asset quantity assigned to the first line item of the second BOM, and where the utility includes positioning the second BOM in a new position below the third BOM in the prioritized listing of BOMs (e.g., reprioritizing the BOMs), where a position within the prioritized listing of BOMs occupied by the second BOM before the positioning comprises a former position.
- the utility may then also include reassigning, in response to the positioning, infrastructure asset quantities of the common part that were previously assigned to at least one line item of at least one BOM above the new position to at least one first line item of the third BOM (e.g., "reshuffling" infrastructure asset quantities).
- infrastructure asset quantities of the common part that were previously assigned to at least one line item of at least one BOM above the new position to at least one first line item of the third BOM (e.g., "reshuffling" infrastructure asset quantities).
- an infrastructure asset quantity allocated to the at least one first line item of the third BOM has a sooner EID than does an infrastructure asset quantity allocated to at least one first line item of the second BOM.
- a material available (MA) status where the MA status indicates that the first quantity of parts is to be available for consumption by projects associated with other physical locations
- the utility may include receiving, in response to the sending, an election to continue MA status of the second quantity of parts; continuing MA status of the second quantity of parts; and ending, from the processing engine in response to expiration of the first predetermined period of time, a message requiring election of continued MA status of the second quantity of parts or a return to a non-MA status.
- the utility may include assigning the second quantity of parts into a non-MA status upon expiration of a second predetermined period of time in which the election has yet to be received at the processing engine.
- the asset data includes shipped asset data corresponding to assets reported to have been shipped from the first physical location to the second physical location, received asset data corresponding to assets reported to have been received at the second physical location from the first physical location, and status data comprising a first status of the assets within the infrastructure.
- the utility also includes determining, using the processing engine, whether any discrepancies exist between the shipped and received asset data (e.g., in quantities, part numbers, etc.); and, responsive to at least one discrepancy existing during the determining, disallowing modification of the status data from the first status to at least one second status until the at least one discrepancy is reconciled.
- This aspect advantageously forces action on the part of an RMP or other user to rectify the discrepancy as a failure to do so would prevent the assets from being able to fulfill BOM line items, be sold by dealers, etc. and, in other words, would cause a chokepoint in the free and efficient flow of infrastructure assets.
- the utility may include receiving, at the processing engine, updated shipped and received asset data; determining, using the processing engine, whether any discrepancies exist between the shipped and received asset data, the shipped and received asset data including the updated shipped and received asset data; and responsive to the determining failing to detect the existence of any discrepancies between the shipped and received asset data, allowing modification of the status data from the first status to the at least one second status.
- the utility may include second receiving, at the processing engine as part of at least a second process, second asset data identifying at least one part to be used within the infrastructure, wherein the second asset data comprises at least one part identifier and at least one manufacturer identifier; accessing the database; locating the part and manufacturer identifiers of the second asset data in the database; determining, using the processing engine, that at least one of the part and manufacturer identifiers is an alias part or manufacturer identifier of the first master part identifier or first master manufacturer identifier in the database; and replacing, in the second process, the at least one alias part or manufacturer identifier with the first master part identifier or first master manufacturer identifier, wherein the first and second processes correspond to use of the same exact part within the infrastructure.
- Figure 1 is a schematic system diagram illustrating the relationship between a number of technology service providers and the functionality of an asset management server according to one embodiment.
- Figures 2-15 illustrate various screenshots of a portal of the server of Figure 1 accessible by technology service provider users for use in efficiently managing their internal assets.
- Figure 16 is a flow diagram of a method for monitoring infrastructure asset quantities that have been associated with a "material available" status.
- Figure 17 is a flow diagram of a method for performing concentric searching of assets within a provider's infrastructure to fulfill BOM line items.
- Figures 18-19 illustrate various screenshots of the portal of Figure 1.
- Figure 20 is a flow diagram of a method for reprioritizing BOMs and reshuffling matching infrastructure assets among BOM line items after a corresponding BOM reprioritization.
- Figures 21-22 illustrate various screenshots of the portal of Figure 1.
- Figure 23 is a flow diagram of a method for monitoring asset shipments between locations of a service provider and/or third parties.
- the present disclosure generally relates to utilities designed to allow organizations to more efficiently manage and monitor movement of their internal assets (i.e., as opposed to inventory and supplies intended to form part of products for end-users) within the infrastructures of the organizations for use in fulfilling BOM requests, improving spares and warehouse inventory usage, extending product lifecycles, and the like.
- service providers i.e., entities that provide services such as subscription or web services to other entities
- communications service providers e.g., telecommunications services providers
- FIG. 1 a functional block diagram of a system 100 is illustrated that may be used to efficiently manage and track the use and movement of organizational (e.g., technology service provider) assets to where such assets are needed within the provider infrastructures.
- the system 100 includes at least one server 104 that broadly receives customer (e.g., provider) data (e.g., master parts lists, asset data, infrastructure information, etc.) and subsequently processes such data using one or more modules (either individually or in combination) in a manner that allows customers to effectively manage their internal assets.
- customer e.g., provider
- modules either individually or in combination
- the server 104 may be in communication with one or more organizations such as one or more service providers 108 (each including an infrastructure of locations, markets, etc. as will be discussed below) by way of one or more networks 112 (e.g., Internet, WANs, LANs). While the server 104 is shown as a single device (e.g., server, laptop, desktop, mobile device, and/or other computing device), one or more functionalities, processes or modules of the server 104 may be allocated among a plurality of machines, devices and/or processes which may or may not be embodied in a single housing. In one arrangement, functionalities of the server 104 may be embodied in any appropriate cloud or distributed computing environment.
- the server 104 may include memory 116 (e.g., one or more RAM or other volatile memory modules), a processing engine or unit 120 (e.g., one or more CPUs) for executing computer readable instructions from the memory 116, storage 124 (e.g., one or more magnetic disks or other nonvolatile memory modules), and/or a number of other components 128 (e.g., input devices such as a keyboard and mouse, output devices such as a display and speakers, and the like), all of which may be appropriately interconnected by a system bus 132. While not shown, the server 104 may include any appropriate number and arrangement of interfaces that may facilitate interconnection between the system bus 132 and the various components of the server 104 as well as with other devices (e.g., providers 108).
- memory 116 e.g., one or more RAM or other volatile memory modules
- a processing engine or unit 120 e.g., one or more CPUs
- storage 124 e.g., one or more magnetic disks or other nonvola
- the memory 116 may include a portal 136 (e.g., an Internet or web-based platform) in addition to a number of programs or modules (for execution by the processing unit 120) that may be accessed by the portal 136 for use in efficiently managing and controlling warehouse and spares inventories of the providers 108.
- a portal 136 e.g., an Internet or web-based platform
- any appropriate browser running on client devices (e.g., including memory, processor, storage, display, etc.) of the providers 108 may appropriately access the portal 136 via network(s) 112 (which may entail entering or providing any appropriate credentials such as user name and password).
- screenshots of the portal 136 may be presented on a display of a client device of a provider 108 and that may be manipulated by each provider users (e.g., by administrators, managers, and/or other users) to manage and monitor their internal inventories
- each provider users e.g., by administrators, managers, and/or other users
- the various functionalities disclosed herein are not limited to use with such specific screenshots. Rather, the screenshots are merely provided to facilitate the reader's understanding of the various programs, modules and other functionalities disclosed herein.
- the screenshot 200 in Figure 2 includes a number of "first- level” buttons 204 (or other types of user-manipulable features), a number of "second level” buttons 208 (or other types of user-manipulable features), and/or a number of "third level” buttons 212 (or other types of user manipulable features) for use in accessing the various functionalities herein.
- the first level buttons 204 may remain the same throughout the various screenshots while the second and/or third level buttons 208, 212 may change (to provide access to different functionalities) depending upon which of the first level buttons 204 (or second level buttons 208) have been manipulated. It should be understood, however, that the present disclosure is not limited to the specific arrangements and names of buttons, drop-down menus, and the like shown in the present figures. Rather, these features have only been provided to assist the reader in understanding the various functionalities disclosed herein.
- FIG. 200 a "company settings" button 204 and “company info” button 208 have been manipulated which broadly allow a service provider to set and/or upload specific provider information to be used by the various functionalities disclosed herein (e.g., and which may be appropriately stored in storage 124). More specifically, Figure 2 illustrates a number of cells 216 (and/or other features) that may be presented upon manipulation of a "main company information" button 212 and that may be populated with basic provider contact information (e.g., name, address, phone number, website address, etc.). [0034] Figures 3-5 illustrate screenshots 220, 224, 228 that may be presented upon respective manipulation of "manage region,” “manage market,” and “manage location” buttons 212.
- Each provider 108 may utilize these buttons 212 to establish any desired infrastructure within which provider assets are to be managed.
- the screenshot 220 may include a column 232 listing a number of regions (e.g., "Main Region,” "Corporate,” etc.) of a provider, a button 236 that allows for the addition of additional regions, a drop-down menu 238 that allows for editing and other processing of one or more of the regions, and/or a number of other user manipulable features.
- the screenshot 224 may include a column 240 listing a number of markets (e.g., "Corporate,” “Main Market,” etc.), a column 244 listing the region (as provided in Figure 3) within which each market resides, a button 248 that allows for the addition of additional markets, a drop-down menu 252 that allows for editing and other processing of one or more of the regions, and/or a number of additional user manipulable features.
- a number of markets e.g., "Corporate,” "Main Market,” etc.
- a column 244 listing the region (as provided in Figure 3) within which each market resides
- a button 248 that allows for the addition of additional markets
- a drop-down menu 252 that allows for editing and other processing of one or more of the regions, and/or a number of additional user manipulable features.
- the screenshot 228 may include a column 256 listing a number of physical locations (e.g., cities, warehouses, etc., such as "Atlanta,” “Alpha,” etc.), a column 260 listing the market within which each of the locations resides, a section 264 within which contact and identification data of one or more of the locations can be manipulated, a button 268 that allows for the addition of additional locations, a drop-down menu 272 that allows for the editing and other processing of one or more of the locations, and/or a number of additional user manipulable features.
- a column 256 listing a number of physical locations (e.g., cities, warehouses, etc., such as "Atlanta,” “Alpha,” etc.)
- a column 260 listing the market within which each of the locations resides
- a section 264 within which contact and identification data of one or more of the locations can be manipulated
- a button 268 that allows for the addition of additional locations
- a drop-down menu 272 that allows for the editing and
- each provider may be able to establish any desired hierarchical infrastructure (e.g., where each region includes one or more markets, and where each market includes one or more locations) that may be stored in a customer infrastructure database 274 and used by the functionalities disclosed herein to efficiently move assets between provider locations. Further discussion in relation to hierarchically organized infrastructures will be provided below.
- FIG. 6 another screenshot 276 may be presented on a user's display upon manipulation of a "parts management" button 208 and a "master parts” button 212.
- This screenshot 276 illustrates information related to each of a number of physical parts (i.e., assets) used in the infrastructure of a particular service provider.
- the memory 116 of the server 104 may include a "fuzzy" searching module 404 (e.g., one or more sets of computer-readable instructions) that works in conjunction with other modules and functionalities disclosed herein to allow for "intelligent" searching capabilities.
- provision and storage of various pieces of identifying data for each part advantageously allows the fuzzy searching module 404 to perform fuzzy searching and/or cross-referencing of the pieces of data as part of many of the other processes disclosed herein (e.g., during initial loading of part numbers and manufacturer names, when infrastructure locations are updating asset quantities, loading BOMs, etc.) to increase the ability of the server 104 to accurately identify part matches (e.g., such as reducing the likelihood that two identical parts are surmised to be different due to differing internal codes used at different locations within a service provider's infrastructure).
- the screenshot 276 may include a "part number” column 280 that lists a master part number or name for each respective part, a “manufacturer” column 284 that indicates a manufacturer or supplier for each respective part, an "internal code” column 288 that indicates a possibly unique internal code or number for each part, a "HECI/CLEI” column 292 that indicates a code or number used by the manufacturer to identify the part, a “description” column 296 that allows a user to enter any appropriate description for each part, and an “action” column 300 that allows a user to take one or more actions with respect to each part.
- the various pieces of data illustrated in the screenshot 276 may be stored in a customer master parts database 304 corresponding to each particular service provider.
- an icon (or button or other user manipulable feature) in the action column 300 for the part may be manipulated to cause the display of a pop-up window 308.
- FIG 7 another screenshot 306 may be presented which includes the pop-up window 308.
- the pop-up window 308 may include a number of cells, drop-down menus and the like that allow a user to modify or otherwise set any of the data in the columns 280-296 as well as other types of identifying information or metrics for the particular part (e.g., dimensions, weight, etc.).
- one cell 312 (or other feature) of the pop-up window 308 allows a user to enter one or more alternate part numbers for the particular part being edited (that, along with the other pieces of identifying information and metrics, is linked to and cross-referenced with the part number and each of the other pieces of information and metrics in the database 304). Provision of an alternate part number allows, for instance, the fuzzy searching module 404 to facilitate fulfillment of a particular BOM line item quantity even if the originally requested part (i.e., the part being edited in this example) is unavailable in the provider's infrastructure or otherwise non-locatable.
- Another feature of the pop-up window 308 may be a drop-down menu 316 (or other feature) that allows a user to select a "part class" for the particular part name or number provided in column 280.
- a drop-down menu 316 or other feature
- a user may be able to use the drop-down menu 316 (and/or other user manipulable features) to make a particular part number a "secondary" part number, "tertiary” part number, or other type of alias part number of another part number in which case such part numbers would be appropriately linked and cross-referenced in the database 304.
- the alias part number could be removed from column 280 and could populate an appropriate cell in the pop-up window 308 of the master part number (not shown).
- the portal 136 may include an "all parts" or other similar type of button 212 that, when manipulated, causes the display of a column showing all part numbers (i.e., whether master or alias part numbers) used in the provider's infrastructure. For instance, an administrator or other user, upon determining that two different part numbers in column 280 are really identifying the same physical part, could make one of the part numbers a "secondary" or "alias" part number of the other part number.
- the database 304 may be a dynamic, evolving database that can become more accurate over time with continued user inputs, modifications, etc.
- the fuzzy searching module 404 may utilize the database 304 to enhance the ability of many of the other modules and functionalities disclosed herein (which will be discussed more fully below) to more efficiently manage and monitor asset movement and disposition within a provider's infrastructure.
- FIG. 8 another screenshot 320 may be presented to a user upon manipulation of a "master manufacturers" button 212.
- this screenshot 320 may include a "manufacturer" column 324 that indicates a number of master manufacturer names or numbers used in the infrastructure.
- an expand button 328 (or other feature) may be provided that, when manipulated, may cause the display of a column 332 listing any alias manufacturer names corresponding to the particular master manufacturer name.
- each of the alias manufacturer names are provided as a way of saying that a first alias name (e.g., "airtell23” in Figure 8) is the same as a second alias name (e.g., "airtell l” in Figure 8), both of which correspond to a master name (e.g., "Airtel” in Figure 8).
- the fuzzy searching module 404 upon accessing the database 304 and performing appropriate cross- referencing, would be able to surmise that the first and second alias names are really referring to the same manufacturer.
- the fuzzy searching module 404 includes one or more layers of cross-referencing to confirm whether or not the two locations are referring to the same physical part.
- the fuzzy searching module 404 may access the database 304 to determine whether the different manufacturer names are referring to the same manufacturer (e.g., if one name is an alias of another) or different manufacturers (in which case the two entries from the first and second locations are referring to different part numbers, despite using the exact same part number). Additional types of cross-referencing may be included.
- the screenshot 320 of Figure 8 may include a "master/alias" column 333 including a plurality of drop-down menus (or other features) that allow a user to selectively opt to make a particular manufacturer name a master or an alias.
- the user could manipulate the appropriate drop-down menu in the column 333 to cause "make alias" to be displayed, and then manipulate an appropriate "merge with” drop-down menu (or other feature) in an "action" column 334 to select a second of the manufacturer names in the column 324 of which the first manufacturer name is to be an alias.
- the manufacturer name information may be appropriately stored in the customer parts database 304 or other appropriate database so as to be cross-referenced against the part number information.
- the screenshots 276, 306, 320 may also include "add part” and "upload master set” buttons 212 that, upon manipulation thereof, cause the presentation of screenshots (not shown) that allow a service provider user to respectively input additional individual parts or upload a portion or an entirety of a customer master parts set (e.g., in the form of one or more data structures including part numbers, internal codes, etc.) into the customer master parts database 304 for use by the various functionalities disclosed herein (e.g., from corresponding customer master parts and customer asset databases 109, 110, see Figure 1).
- a customer master parts set e.g., in the form of one or more data structures including part numbers, internal codes, etc.
- the screenshots 276, 306, 320 may include "approve parts” and “approve manufacturers” buttons 212 that, upon manipulation thereof, cause the presentation of screenshots (not shown) that allow a user to indicate one or more parts or manufacturers as being “masters” or “aliases” in the event that the one or more parts or manufacturer names are not recognized by the fuzzy searching module 404.
- the server 104 may also include at least one "default" master parts database 305 including information similar to that discussed above (e.g., part numbers, manufacturer names, etc.) and that may gathered from one or more previously stored master parts databases (e.g., from the same or different service providers).
- buttons 212 may cause the fuzzy searching module 400 to search (e.g., via cross-referencing) for any previously loaded information corresponding to the same physical part or manufacturer and, in the event of a failure to identify previously stored information, cause the screenshots corresponding to the "approve part” and “approve manufacturer” buttons 212 to display one or more parts or manufacturers to identify as being masters or aliases (of another master).
- the fuzzy searching module 404, concentric searching module 406 (discussed below) and/or other functionalities disclosed herein may utilize kitting (i.e., the placement or association of two or more items or parts together to form one group or one single item). For instance, during the loading of inventory by service providers, kitting may be used to identify a specific part number being loaded into the server 104. That is, while a user may enter part identifying information corresponding to only a single part, the fuzzy searching module 404 may understand that the particular identifying information actually corresponds to a specific grouping of other parts and specific quantities of these parts.
- kitting i.e., the placement or association of two or more items or parts together to form one group or one single item.
- kits For instance, while a user may be able to observe the single entered part number or line item, the user may also be able to go into a "kitting" screenshot or view and observe the actual listings and levels of all the parts associated with that "kit.”
- the kit could simply be a single level of a grouping of various parts or be a mixture of parts and other kits. With this knowledge, users could continue to drill down to the multiple levels that could be contained within increasing numbers of kits. For instance, a service provider can not only designate the parts within a kit and groupings of kits within kits with endless levels or groupings, but the lowest level parts within such kits may be tied into the customer master parts database 304.
- FIG. 9 another screenshot 336 may be illustrated upon manipulation of an "asset management" button 204 under an AMS (asset management system) tab 205 of the portal 136.
- the portal 136 also includes an IMS (internal material system) tab 206.
- the AMS can be thought of as the collection of modules, processes and functionalities of the system 100 disclosed herein that are generally responsible for maintaining and providing inventory statuses and views of on-hand or local parts and materials of a particular infrastructure location, allowing for the posting of local parts into one of a number of "processes,” and the like.
- IMS can be thought of as the collection of modules, processes and functionalities of the system 100 disclosed herein that are generally responsible for enabling movement of assets to where they are needed within the provider's infrastructure, detecting and allowing for the reconciliation of delivery discrepancies between infrastructure locations, and the like. It will be appreciated throughout this discussion how the AMS and IMS are operable to seamlessly function together to enable service providers to efficiently utilize their internal inventories (i.e., those assets intended for internal consumption as opposed to assets intended for use in products for end-users outside of the provider's infrastructure).
- the screenshot 336 may include a drop-down menu 338 (or other feature) that allows a user to select a desired infrastructure location (e.g., as shown, an "alpha" location) along with a number of columns that include information specific to each of a number of parts associated with the selected location.
- the screenshot 336 may include a plurality of columns 340 that include identifying information for each of a plurality of parts (e.g., part number, HECI, internal code, manufacturer, etc.).
- the screenshot 336 may also include a plurality of columns 341 that indicate various inventory levels or metrics for each of the parts.
- One of the columns 341 may be an "available quantity” column 344 that provides an indication (e.g., numerical) of a quantity of each of the various parts of the selected location that is "available” to be put into one or more "processes” as will be discussed in more detail below.
- Another of the columns 341 may be a "spare quantity” column 346 that provides a quantity of each part that is being reserved for one or more purposes or otherwise withheld from allocation to one or more of the processes.
- Another of the columns 341 may be an "in process” column 348 that provides the quantity of each part that is currently in a process.
- the quantities in the columns 344, 346 and 348 are mutually exclusive (e.g., a part quantity that is “available” cannot also be “spare” or “in process”). In any case, there may also be a "total quantity” column 342 that provides an indication of a summation of values of the columns 344, 346 and 348 for each part.
- an expand button 352 (or other feature) of a particular part has been manipulated to cause the display of a number of cells that specify the various processes into which quantities of the particular part are currently allocated.
- One cell may be a "WTS quantity” cell 356 ("Want To Sell" quantity cell) that indicates the quantity of the particular part that has been consigned to a dealer or other party for sale on a secondary market or at least has been requested to be sold on a secondary market.
- Another cell may be an "IMS quantity” cell 358 that indicates that quantity of the particular part that has been allocated for possible use or consumption by BOMs originating from infrastructure locations other than the current location (e.g., the location selected in drop-down menu 338 in Figure 9).
- Another cell may be a "BOM quantity” cell 360 that indicates the quantity of the particular part that has been allocated to BOMs originating from the current location.
- the screenshot 350 may also include a "total quantity in process” cell 354 that is a summation of the cells 356, 358, 360 and which corresponds to the value in the "in process" cell 348 for the particular part from Figure 9.
- part quantities associated with infrastructure locations can be put into one or more processes such as moving the part quantities from one infrastructure location to another infrastructure location to fulfill a BOM line item, posting a part quantity into an MA status, consigning the parts to a dealer, and the like.
- BOMs originating from a particular location e.g., the "alpha" location as selected and shown in Figures 9- 10
- “available" quantities e.g., see column 344 in Figure 9
- part quantities associated with an "Alpha" location that are currently allocated to BOMs originating from the Alpha location may be added to the "BOM quantity" cell 360 as being currently assigned to a BOM process.
- a particular part quantity has been in an "available" status for more than a predetermined or desired period of time (e.g., a time period indicating that the part quantity is becoming stale)
- users e.g., regional material planners or RMPs
- RMPs regional material planners
- a user may appropriately select one or more desired parts which are to be posted into a process (e.g., via selecting a checkbox 362 or other user manipulable feature) and then select a "process" button 364 (or other feature); doing so may present the screenshot 366 of Figure 11 which may include a "post selected as IMS” button 368 and a "post selected as WTS” button 370.
- a user may desire to make the part quantities available for consumption by BOMs originating from other locations within the provider's infrastructure (e.g., such as by sending the part quantities into a process that changes a status of the part quantities into a "material available” (MA) status indicating that the part quantities can be consumed by other locations within the infrastructure).
- BOMs material available
- manipulation of the "post selected as IMS” button 368 may cause the display of the screenshot 372 in Figure 12 which allows the user to select a particular quantity of the "available” quantity of each of the particular parts to be submitted to IMS for possible consumption by other infrastructure locations (among other possible actions).
- the user may manipulate a "submit to IMS” button 376 that causes a status of the part quantities to be changed from an "available" status to another status (e.g., a "pending processing” status) where, for instance, such statuses may be appropriately stored in the customer asset database 339.
- FIG. 13 another screenshot 380 of the portal 136 is shown up manipulation of the "submit to IMS" button 376 and that presents a plurality of processes for a corresponding plurality of part quantities as uploaded by one or more users (e.g., personnel associated with infrastructure locations where such part quantities reside) to be acted on by an RMP or other appropriate personnel (e.g., to move the part quantities into another process).
- an RMP or other personnel may access the screenshot 380 upon manipulation of an "Internal Material System” button 204 and a "pending postings" button 208.
- the screenshot 380 may include a number of columns that include information for the plurality of processes such as, inter alia, a "process ID” column 382 that displays a unique ID to be used by system components and functionalities to monitor and keep track of the processing for a particular part quantity, an "action” column 384 including a number of buttons or other user manipulable features that allow an RMP to take a particular action (discussed below) with respect to a particular process, among other columns (e.g., upload date, partly responsible for upload, status, part quantity, etc.). An RMP or other personnel may peruse the processes in the screenshot 380 to determine which process(es) to take action on.
- a "process ID” column 382 that displays a unique ID to be used by system components and functionalities to monitor and keep track of the processing for a particular part quantity
- an “action” column 384 including a number of buttons or other user manipulable features that allow an RMP to take a particular action (discussed below) with respect to a particular process, among other columns (
- the RMP may choose to address pending processes according to upload date (e.g., via addressing the oldest first), part quantity, and/or in any other appropriate manner.
- upload date e.g., via addressing the oldest first
- part quantity e.g., part quantity
- the "RMP action" button or other feature
- the RMP may take one or more appropriate actions with respect to the pending part quantity process.
- FIG 14 another screenshot 386 may be presented upon the RMP or other personnel deciding which process to take action on.
- a number of cells 388 may be presented which may be populated with part identifying information (e.g., at least some of that shown in the screenshot 276 of Figure 6), inventory information (e.g., total quantity uploaded for IMS processing), and the like.
- the screenshot 386 may also include a drop-down menu 390 (or other feature) that allows the RMP to select one of a number of actions to take with respect to the part in addition to cell 391 (or other feature) that allows the RMP to choose the specific amount of the total quantity of the part for which the action is to be taken such as the entire total quantity or some portion of the total quantity (e.g., the cell 391 may be initially automatically populated with the total quantity).
- a drop-down menu 390 or other feature
- cell 391 or other feature
- the RMP may opt to send the selected part quantity to sale/recycle (e.g., via consigning the part quantity to a dealer), return (e.g., returning the part quantity to the originating location in "available” status), ADT/administrator (e.g., which allows for tracking of serialized assets), or MA (i.e., make the part quantity available for consumption by infrastructure locations other than the location from which the part quantity process was uploaded).
- the RMP may also choose to reject the part quantity from processing (e.g., via returning the part quantity to the "available" status at the originating location) or retain the part quantity for use.
- the RMP or other user may select a "process" button in order to take the selected action for the selected part quantity.
- the particular process ID (from the process ID column in Figure 13) may then be appropriately linked or bound to the selected process (e.g., sale/recycle, MA status, etc.) in the system and appropriately stored in the customer asset database 339 for use or access by other components, modules and functionalities disclosed herein.
- FIG 15 another screenshot 393 of the portal 136 may be presented upon manipulation of the "material availability” button 208 and the "view” or “my view” button 212.
- this screenshot 393 presents a list of part quantities from infrastructure locations that have been approved for MA status (where manipulation of the "view” button 212 presents part quantities in MA status originating from other locations and manipulation of the "my view” button 212 presents part quantities in MA status originating from a current or user-defined location).
- the data shown in the screenshot 393 may be stored in any appropriate database in storage 124 for access by the portal 136.
- this screenshot 393 may include a "process ID” column 413 that includes identifiers that link approved part quantities to MA processes and thus MA statuses, a number of part identifying information columns 414 that include part numbers, internal codes, etc. representing the parts of each MA process, a "quantity” column 415 that provides the quantity of a particular part that is in MA status, an "available” column 417 that provides a numerical indication of the quantity of parts that is currently available for consumption by BOM line items, a “pending” column 419 that provides a numerical indication of the quantity of parts that have already been requested for a BOM of a particular infrastructure location, a "days active” column 421 that provides a number days (and/or other time increments) that the particular part quantity has been in MA status, an “action” column 423 that allows an RMP or other user to take one or more actions with respect to the particular part quantity (e.g., return to an "available” status at the originating location, send for sale/recycle, and the like), and/or
- the server 104 may include what will be referred to as an "MA status" module 405 (see Figure 1) that broadly serves to monitor the listing of part quantities that have been placed into an MA status and automatically "cleanse" the listing of part quantities that have remained in MA status for more than a user-defined period of time indicating that it may be more beneficial to take another action with respect to the particular part quantities (e.g., sending to sale/recycle, returning to originating location, etc.).
- MA status module 405 see Figure 1 that broadly serves to monitor the listing of part quantities that have been placed into an MA status and automatically "cleanse" the listing of part quantities that have remained in MA status for more than a user-defined period of time indicating that it may be more beneficial to take another action with respect to the particular part quantities (e.g., sending to sale/recycle, returning to originating location, etc.).
- a method 600 is shown (which may be represented by the MA status module 405) that may be executed by the processor 120 for use in monitoring and cleansing the MA status listing shown in Figure 15.
- the method 600 may include determining 602 whether a first predetermined time period has expired. For instance, RMPs or other users may, upon approving an MA status of a particular part quantity (e.g., in screenshot 386 of Figure 14), select a particular period of time (e.g., 60 days, 90 days, etc.) for which the part quantity may stay "active" (e.g., in the absence of a user requesting the part quantity to fulfill a BOM line item). If the answer to the query at 602 is no, then the method 600 may continue to cycle back to 602.
- a particular period of time e.g. 60 days, 90 days, etc.
- the method 600 may proceed to send 604 a message that requires election of either continued MA status of the part quantity or a change to one or more non-MA statuses (e.g., sent for sale, returned to originating location, etc.). For instance, an email or other type of message may be sent to the RMP or other user informing the user of the expiry of the first predetermined time period.
- the first predetermined time period may be the time period selected by the user (e.g., 60 days, 90 days).
- the first predetermined time period may be automatically backed out of the user-selected maximum days-active period. As just one example, if the user selected 60 days, the first predetermined time period may be 53 days or, in other words, one week before the user-selected 60 day period.
- the method 600 may then inquire 606 whether a response message was received in response to the message sent at 604 indicating whether and how the status of the part quantity is to be changed. In response to a positive answer at 606, the method 600 may proceed to maintain or change 608 the part quantity status based on the response message and end 610 (and/or return to one or more steps of the method 600). For instance, if the response message included instructions to maintain MA status for an additional 60 days, the method 600 may proceed to do so and reset the first or other predetermined time period and return to 602.
- the method 600 may proceed to change the status of the part quantity to "sent to dealer" or other appropriate status (e.g., by disassociating the part quantity from the particular process ID shown in column 413 of Figure 15) and end at 610.
- the method 600 may proceed to query 612 whether a second predetermined time period has expired. For instance, the RMP or other use may be given a period of time (e.g., day(s), week(s), etc.) within which to respond to the election requirement sent at 604. In response to a negative answer at 612, the method 600 may proceed to cycle back to 606 to make another inquiry. In response to a positive answer at 612, the method 600 may proceed to automatically change 614 the status of the particular part quantity from an MA status to any appropriate non-MA status (e.g., a "returned to originating location" or other appropriate status).
- a second predetermined time period e.g., the RMP or other use may be given a period of time (e.g., day(s), week(s), etc.) within which to respond to the election requirement sent at 604.
- the method 600 may proceed to cycle back to 606 to make another inquiry.
- the method 600 may proceed to automatically change 614 the status of the particular part quantity from an MA status to any
- the method 600 advantageous serves to avoid or at least limit the maintaining of "stale" part quantities in MA status that may be more efficiently utilized elsewhere in the provider's infrastructure or even on a secondary market.
- another button that may be available to a user upon manipulation of the "asset management" button 204 may be a "BOM” button 208.
- manipulation of the BOM button 208 allows a user to observe the status of BOMs (e.g., data structures including originating or "requested from” locations; one or more line items including part identifying information such as part numbers, internal codes, manufacturer names etc.
- each BOM may be uploaded from the perspective of a particular infrastructure location, where each location may be located within a particular market, and each market may be located within a particular region (see above discussion in relation to Figures 3-5).
- Each BOM may generally be in the form of a data structure made up of one or more line items, where each line item represents a quantity of a particular part requested for at least one project associated with the particular infrastructure location.
- users may populate each line item (not shown) with any appropriate part identifying information (e.g., at least some of that shown in the screenshot 276 of Figure 6, such as part number, manufacturer name, internal code, etc.), requested quantities, and the like.
- the BOM may be tagged with a "BOM ID" (or other unique identifier) and uploaded to the server 104 (e.g., to a BOM database 340).
- the server 104 may function to fulfill the various line items of the BOM from assets of the service provider.
- the memory 116 of the server 104 may include what will be referred to as a "concentric parts searching module" 406 that broadly serves to initially consider available or "on-hand" or excess inventory of the original infrastructure location from which the BOM was uploaded (i.e., inventory that is not currently allocated to a particular project and not currently planned to be used) followed by successive considerations of infrastructure locations that are more and more remote from the original location in terms of infrastructure levels.
- the method 700 may include receiving 702 a BOM including at least one line item representing a quantity of a first part for a project in a first location in a first market of a service provider's infrastructure. For instance, and as discussed above, various users of a particular service provider infrastructure may upload BOMs from the perspective of various locations within the infrastructure (it is noted that the BOM need not necessarily be literally uploaded from a computer physically within the particular location or warehouse) which may be received at the server 104 and appropriately stored (e.g., in BOMs database 340). The method 700 may then include accessing 704 an asset inventory listing in a database (e.g., customer asset database 339) and "softly" allocating 706 matching assets in the listing that are associated with the first location to the first part quantity.
- a database e.g., customer asset database 339
- the BOM was uploaded from a location "Alpha" within a particular service provider's infrastructure and that the BOM included a line item having a quantity of 200 of a part identified by a part number of "@D3.0K” and a manufacturer named “Ericsson Inc.”
- the screenshot 336 illustrates, as discussed previously, asset inventory information for the location "Alpha.”
- the Alpha location includes a part identified by the part number "@D3.0K” and manufacturer "Ericsson Inc.”
- the concentric searching module 406 may serve to allocate (e.g., "softly” allocated) all 47 of the available quantity of the part to the BOM. Accordingly, the available quantity of this part may be reduced to zero in the screenshot 336 while the "in process” quantity of this part may be increased to 97 in the screenshot 336 (a summation of the 50 already in process and the 47 newly in process).
- the concentric searching module 406 may utilize or otherwise work in conjunction with the fuzzy searching module 404 as part of locating and identifying parts to fulfill BOM requests. For instance, imagine that, instead of "@D3.0K,” the user who uploaded the BOM utilized "10366" in the line item to identify the desired part. In this case, the fuzzy searching module 404 may serve to identify "10366" as an internal code, and then determine, via cross-referencing, that the desired part corresponds to the part number "@D3.0K.” Therefore, the part number "@D3.0K" may be used as part of identifying matching asset quantities of the infrastructure.
- the fuzzy searching module 404 may serve to recognize "Ere” as an alias manufacturer name of a master name of "Ericsson, Inc.” (e.g., see column 332 in Figure 8) to confirm that the correct part has been identified (e.g., in the event that different manufacturers both utilized "@D3.0K” to identify the same physical part). Numerous other examples exist of how the fuzzy searching module 404 may function to identify the appropriate part requested in a BOM line item.
- the method 700 may query 708 whether the first part quantity has been fulfilled and end 710 in response to affirmative answer to the query 708.
- the method 700 may proceed to allocate 712 any assets in the inventory listing (e.g., the customer asset database 339) associated with other locations in the first market to the first part quantity (i.e., any portion of the part quantity not fulfilled by on-hand inventory in step 706).
- the Alpha location from which the present BOM was loaded from may be located within a first market named "Main Market” along with a number of other locations such as "Arvind,” “Atlanta,” “Augusta,” and “Las Vegas.”
- the method 700 proceeds to collectively (e.g., free of regard to any relation between the originating location and the other market locations, other than being located within the same market) consider any matching assets from all of the locations within the "Main Market" that have an MA status (e.g., from a plurality of data structures similar to that in Figure 9 for each of such locations).
- assets that have been placed into an MA status may be available for consumption by line items of BOMs that originate from locations other than the location where the assets currently reside or are otherwise assigned to.
- a number of physical locations may be placed within the same "market" for a number of accounting and/or other reasons.
- consideration of "matching" assets in MA status from such locations may be more beneficial than other locations (e.g., even if located geographically closer to the originating location than locations within the first market) or even secondary market sources due to such accounting and/or other financial reasons.
- the method 700 may query 714 whether the first part quantity has been fulfilled and end 710 in response to an affirmative answer to the query 714. In the event the first part quantity has not been fulfilled, the method may proceed to allocate any assets in the inventory listing associated with locations within at least a second market to the first part quantity (i.e., any portion of the part quantity not fulfilled by steps 706 and 712), where the first and second markets are located within a common first region.
- the method 700 may then query 718 whether the first part quantity has been fulfilled and end 710 in response to an affirmative answer to the query 718.
- the method 700 may proceed to allocate any assets in the inventory listing associated with at least a second region of the provider infrastructure to the first part quantity (i.e., any portion of the part quantity not fulfilled by steps 706, 712 and 716).
- the provider's infrastructure may include a number of other regions such as "Test region 1," "Test region 2,” etc.
- the method 700 may proceed to collectively consider any matching assets from all locations within one or more (e.g., all) of Test Region 1, Test Region 2, etc.
- the method 700 may then again query 722 whether the first part quantity has been fulfilled and end 710 responsive to an affirmative answer to the query 722. In response to a negative answer to the query at 722, the method 700 may proceed to access any appropriate secondary market outside of the provider's infrastructure to locate corresponding matching assets.
- the concentric searching module 406 may utilize kitting as part of the searching process. For instance, when the module 406 is attempting to locate a kit (e.g., as identified by one or more of a kit number, code, etc.) associated with other infrastructure locations, it will look not only for that same kit but also for each of the multiple parts making up the kit. Stated differently, in the event that the particular kit is not identified from infrastructure assets, the module 406 may also proceed to search for all of the parts (and possibly alternate parts) that make up the kit individually throughout the provider's infrastructure. In one arrangement, a user may be notified of the need to go out and find the individual parts if the module 406 is unable to find a packaged "kit" in the infrastructure.
- kit e.g., as identified by one or more of a kit number, code, etc.
- a user may be asked whether the user wants alternates to be substituted within a kit for a particular BOM line item. For instance, choosing to allow the alternate part may cause the module 406 to lock the alternate part to the particular BOM so that upon another kit being loaded within another BOM that needs to look for individual parts, the module 406 may again require a human decision to allow or deny use of the same alternate part within the BOM matching and pulling process.
- FIG 18 another screenshot 394 of the portal 136 may be presented to a user upon manipulation of the BOM button 208 and a "view" button 212.
- This screenshot 394 presents a list of all BOMs that have been uploaded from a particular infrastructure location for one or more projects associated with the particular infrastructure location and processed by the concentric searching module 406 (e.g., in conjunction with the fuzzy searching module 404) in an attempt to fulfill the various individual line items of the BOMs.
- the screenshot 394 may include a number of columns such as a priority column 416 (discussed in more detail below), a "BOM ID” column 418, a “from” column 420 (indicating which location the BOM was uploaded from), a "status” column 422 (e.g., initially matched, ready for issue, closed, etc.), a "matched” column 424 (discussed further below), an "EID” or “estimated issue date” column 426, an "action” column 428, and/or one or more other columns of information related to the BOMs.
- a priority column 416 discussed in more detail below
- BOM ID e.g., a "BOM ID” column 418
- a "from” column 420 indicating which location the BOM was uploaded from
- a "status” column 422 e.g., initially matched, ready for issue, closed, etc.
- a "matched” column 424 discussed further below
- EID or “estimated issue date” column 426
- a BOM having a status in the status column 422 of "initially matched” indicates that the concentric searching module 406 has made at least one attempt to search for and softly allocate matching assets to line item quantities of the BOM, but that any matching assets are not yet ready for issue.
- a BOM having a status of "ready for issue” indicates that not only has the concentric searching module 406 made at least one pass at locating and softly allocating matching assets to line item quantities of the BOM, but that at least some of the located matching assets can be immediately issued (e.g., because such matching assets were either originally on-hand at the originating location of the BOM upon loading of the BOM or are now on-hand after requesting match assets in MA status from another location).
- this BOM has a status of "initially matched” (see column 422) and a value in the matched column 424 of "10
- the "view” button in column 428 a user may be presented with the screenshot 430 shown in Figure 19 which provides more detailed information regarding the matching of infrastructure assets to the line item quantities of the BOM.
- This screenshot 430 may include a number of portions (e.g., each of which may be appropriately expanded and collapsed) such as a "matched
- Each of the portions 432-438 is broadly operable to provide BOM line item quantity status information in relation to various types of infrastructure assets.
- Portion 432 may generally provide an indication of the numbers of a particular line item quantity that have been matched by infrastructure assets and that are either ready to issue/be pulled or are currently in process to be delivered to the BOM originating location (in this case, the "Alpha" location).
- portion 432 in Figure 19 may include a row 433 corresponding to a particular line item and having one or more cells 435 with part identifying information (e.g., part number, internal code, manufacturer name, etc.), a cell 440 that displays the requested quantity of this line item of the BOM, a cell 442 that displays an available to pull/issue quantity (in this example, zero), a cell 444 that displays the quantity that is currently in process to be delivered to the originating location and has thus been "softly" allocated to the requested line item quantity (in this example, 10, or in other words, the entire quantity of 10 in this BOM line item), a cell 446 that provides the estimated issue date or EID for the quantity that is currently in process, and a cell 448 that provides the estimated time to arrival or ETA of the quantity that is currently in process, among one or more other cells.
- part identifying information e.g., part number, internal code, manufacturer name, etc.
- a cell 440 that displays the requested quantity of this line item of the BOM
- the row 433 may be expanded to provide historical information regarding when matches were found in infrastructure assets by the concentric searching module 406, when such assets were sent for shipment to the originating location, and the like.
- any "available/pull quantity" shown in cell 442 (even if less than the requested line item quantity) may be processed (e.g., via manipulating "process” button 437) which causes the actual issue or delivery of the quantity to the specific location of the project requesting the BOM (which may be the same as or different than the "originating" location as used herein).
- additional BOM line items may be represented by additional rows within this portion 433.
- the portion 434 may generally provide an indication of a number of matching assets in MA status within the infrastructure (where the matching assets in MA status have been considered by the concentric searching module 406 in the manner discussed in the method 700 of Figure 17) that are available for request but that have not yet been requested and have not yet entered a process (such as the quantity of 10 in process pending status in the cell 446 in the first portion 433). While not shown, expansion of the portion 434 may cause the presentation of a number of cells, drop-down menus, buttons and/or other features that provide a user with the ability to request a particular quantity of assets in MA status that have previously been matched by the concentric searching module 406.
- the portion 436 may generally provide an indication of a number of matching assets within or available to the infrastructure that are not in MA status (i.e., assets that have not specifically been requested by users to be made available for consumption by BOMs originating from locations other than the location where such assets currently reside or are otherwise associated with). For instance, such assets may include those that have been consigned to a dealer but not yet sold. In this case, expansion of the portion 436 may provide the ability for a user to request such assets back from consignment for use in fulfilling a particular line item quantity.
- requests for assets in non-MA status entails the generation of a process within the system that is tagged with a particular process ID (discussed later with respect to Figure 21) and a corresponding increase in the quantity displayed in the cell 444 in portion 433 to indicate that such assets have been softly allocated to the particular line item quantity.
- non-MA status assets are considered for possible soft allocation to the line item quantity may proceed according to the method 700 of Figure 15 (i.e., consideration of non-"available" assets at the originating location followed by consideration of non-MA status assets at other locations within the originating location's market followed by consideration of non-MA status assets at locations within other markets of the originating location's region followed by consideration of non-MA status assets at locations within other regions).
- Any non-matched assets may be indicated in the portion 438 which may indicate the need to order such assets from a secondary market.
- a subsequent search by the concentric searching module 406 for line item quantities may change the various matching or unmatched quantities indicated in the portions 432, 434, 436, 438 (e.g., due to the ever- changing inventories of infrastructure locations).
- each of the BOMs shown in the screenshot 394 includes a particular number in the priority column 416 that broadly indicates an order (relative to the other BOMs) in which infrastructure assets are to be allocated (e.g., softly) to the various line item quantities of the BOMs. That is, in the event that each of two or more BOMs includes at least one line item representing a quantity of the same physical part, matching infrastructure assets having the soonest EID would first be allocated to the highest priority BOM's line item, followed by the line item of the BOM having the next highest priority, and so on.
- the server 104 may include a BOM reprioritization module 408 (see Figure 1) that broadly serves to allocate matching infrastructure assets according to BOM priority as well as re-allocate matching assets to corresponding BOM line items in the event that the priority number for one or more BOMs is reprioritized or otherwise changed.
- BOM reprioritization module 408 see Figure 1 that broadly serves to allocate matching infrastructure assets according to BOM priority as well as re-allocate matching assets to corresponding BOM line items in the event that the priority number for one or more BOMs is reprioritized or otherwise changed.
- a method 800 is shown (which may be represented by the BOM reprioritization module 408) that may be executed by the processor 120 for use in automatically assigning or allocating infrastructure assets to BOM line items according to a prioritized listing of BOM as well as reassigning or reallocating infrastructure assets to BOM line items upon a change in the prioritized BOM listing.
- the method 800 may include obtaining 802 EIDs for matching part quantities of each line item of each BOM in a prioritized listing of BOMs in a database.
- BOMs may be uploaded or otherwise requested from various locations within the provider's infrastructure and stored in the BOMs database 340 or other appropriate location and subsequently accessed by the concentric searching module 406 for use in fulfilling the various BOM line items.
- the concentric searching module 406 may perform initial searching for matching infrastructure assets for the various BOMs as discussed above in any appropriate manner, such as upon loading of a BOM into the database 340, according to a predetermined schedule, etc.
- matching infrastructure part quantities of BOM line items are assigned EIDs (e.g., see column 426 in Figure 16 and cell 446 in Figure 19) which generally convey the soonest that the matching quantity (e.g., corresponding to a matching part, a user-defined alternate part, and/or a kit) can be issued or pulled when considering available inventory (i.e., on- hand inventory at the BOM originating location, e.g., see cell 442 in Figure 19), inventory that is incoming/ordered or otherwise in process to be delivered to the BOM originating location (e.g., see cell 444 in Figure 19), and/or internal shipments between warehouses.
- EIDs e.g., see column 426 in Figure 16 and cell 446 in Figure 19
- available inventory i.e., on- hand inventory at the BOM originating location, e.g., see cell 442 in Figure 19
- inventory that is incoming/ordered or otherwise in process to be delivered to the BOM originating location e.g., see
- BOMs in priority positions one and two both include first line items that represent quantities of the same physical part (e.g., as determined by the fuzzy searching module 404).
- first line items that represent quantities of the same physical part (e.g., as determined by the fuzzy searching module 404).
- the concentric searching module 406 has proceeded to search for matching assets within the provider's infrastructure for the various BOM line items, matching asset quantities have been identified where a first quantity of matching assets has a first EID and a second quantity of matching assets has a second EID that is later in time than the first EID. It should be appreciated that identification of the first quantity of matching assets having the sooner EID need not necessarily be a result of the first BOM to be processed by the concentric searching module 406.
- the first BOM may be processed by the concentric searching module 406 resulting in matching assets having a first EID
- the second BOM may be processed by the concentric searching module 406 resulting in the same matching assets but having a second EID that is sooner or earlier in time that the first EID.
- the method 800 may include assigning 804 matching part quantities having sooner EIDs to higher priority BOMs in the prioritized listing of BOMs.
- the first quantity of matching assets would be used to fulfill the first line item quantity of the first priority BOM; any remaining portion of the first quantity of matching assets would be used to fulfill the first line item quantity of the second priority BOM followed by, if necessary, at least a portion of the second quantity of matching assets (or additional quantities of matching assets).
- other lower priority BOMs in the listing also include line items representing the same physical part, any matching assets would be appropriately allocated to such line items in a manner so that line items of higher priority BOMs are fulfilled with matching assets having sooner EID than are line items of lower priority BOMs.
- similar allocation of matching infrastructure assets applies to BOMs having more than one line item.
- the method 800 may also proceed to query 806 whether one or more BOMs in the listing are to be reprioritized and end 808 if no BOMs are to be reprioritized. For instance, in the event that it has become increasingly important to complete an infrastructure project associated with a lower priority BOM in a reduced period of time, a user may choose to move its corresponding BOM to a higher priority position in the listing. Again with reference to Figure 18, a user could move the BOM currently in priority position ten to priority position five such as by modifying the corresponding cell in the priority column 416 to read "5," clicking or tapping some portion of the row representing the BOM and dragging the BOM up to priority position five, and/or in one or more other appropriate manners. In one arrangement, a user may be required to click or otherwise manipulate a "process” or "reprioritize BOMs"-type button (not shown) after one or more BOMs have been moved to one or more desired positions in the priority listing.
- the method 800 may proceed to assign 810, responsive to the BOM reprioritization, matching infrastructure part quantities having sooner EIDs to line items of higher priority BOMs so that a matching infrastructure part quantity of a first line item of a first BOM that has been newly reprioritized above at least a second BOM has a sooner EID that does a matching infrastructure part quantity of a common first line item of the at least second BOM.
- the method 800 may essentially proceed to group or otherwise collectively consider all of infrastructure assets that had been softly allocated to BOM line item quantities and then "reshuffle" the assets so that the line items of BOMs moved higher in priority may now be fulfilled with matching assets having EIDs that are sooner the matching asset EIDs that existed before the reprioritization and reshuffling (where the reprioritization could include the prioritization of one BOM or many BOMs).
- the reprioritization could include the prioritization of one BOM or many BOMs.
- the disclosed process of reprioritizing BOMs and reshuffling infrastructure assets among BOM line items based on the reprioritizing may be likened to the "robbing Peter to pay Paul" analogy as infrastructure assets that were previously assigned to line items of a first BOM (and maybe even specifically ordered for the first BOM) may now be assigned to line items of a different, second BOM.
- the disclosed processes automate the BOM reprioritization process and allow for efficient and accurate reshuffling of infrastructure assets among BOM line item quantities based on the reprioritization and corresponding inventory allocation and management.
- users may be able to "lock” or “bind” matching infrastructure quantities to particular BOM line items to prevent such locked quantities from being allocated to line items of other BOMs during the reshuffling process.
- such locked or bound infrastructure quantities may be "hard” allocated to the BOM line items.
- users may essentially be able to prioritize infrastructure asset allocation at a line item level (i.e., in addition to at a BOM level as discussed above).
- part quantities of the provider's infrastructure may be placed into a number of different processes (e.g., internal movement of a part quantity in MA status between infrastructure locations to fulfill a BOM line item, movement of a part quantity between an infrastructure location and a third party such as a dealer, etc.).
- placement of a part quantity into at least some of the processes may cause a corresponding initiation of an "ADT" (asset disposition tracking) process or posting that broadly serves to track shipped and received assets between locations (e.g., infrastructure location to infrastructure location, infrastructure location to third party and/or third party to third part) by way of comparing shipped and received lists, highlighting discrepancies, and updating asset data in the customer asset database 339 (e.g., changing the status of a particular asset from "in transit” to "received” and adjusting the asset count held by each location).
- ADT asset disposition tracking
- the screenshot 450 may include a "process ID” column 452 (that identifies the corresponding process that caused initiation of ADT processing, such as a BOM process, a "send to recycle” process, etc.), a "total shipped quantity” column 454, a “total received quantity” column 456, a "+/-” column 457 (e.g., showing discrepancies between shipped and received assets), a "shipper/receiver” column 458, an "action” column 460 (e.g., that allows a user to take at least one action with respect to the part quantity), and/or one or more other columns (e.g., location, market, poster, etc.).
- a “process ID” column 452 that identifies the corresponding process that caused initiation of ADT processing, such as a BOM process, a "send to recycle” process, etc.
- a “total shipped quantity” column 454 that identifies the corresponding process that caused initiation of ADT processing, such as a B
- the server 104 may include an ADT module 412 (see Figure 1) that broadly serves to monitor shipments and take corresponding actions depending upon a status of the shipments.
- FIG 23 a method 900 is shown (which may be represented by the ADT module 412) that may be executed by the processor 120 for use in monitoring shipments between internal infrastructure locations and/or third party locations.
- the method 900 may include receiving 902 asset data corresponding to movement of assets from a first location (infrastructure third party) to a second location (infrastructure or third party).
- the asset data may include shipped asset data corresponding to assets reported to have been shipped from a first physical location to a second physical location (see column 464 in Figure 22), received asset data corresponding to assets reported to have been received at the second physical location from the first physical location (see column 466 in Figure 22), and status data including a first status of the assets within the infrastructure (not shown, but a status such as "in transit,” "in process,” or the like).
- the receiving location may be required to upload received asset data in any appropriate format (e.g., as part of a spreadsheet) to the server 104 over network(s) 112 which may be appropriately parsed, stored in storage 124, and accessed by portal 136 to populate one or more cells in the column 466.
- any appropriate format e.g., as part of a spreadsheet
- the method 900 may eventually proceed to query 904 whether discrepancies exist between the shipped and received asset data (e.g., quantities, part numbers, etc.). For instance, note how the column 464 indicates a shipped quantity of 10 and the column 466 indicates a received quantity of 1 for a particular part identified by a part number of "3S444," an internal code of "6268,” and a manufacturer name of "Nortel Networks Inc.” As a result, it may be preliminarily determined that a discrepancy exists between the shipped and received asset data and the method 900 may proceed to disallow 908 changes to the status of the corresponding assets (i.e., from an "in transit" status to a "received” status).
- discrepancies exist between the shipped and received asset data (e.g., quantities, part numbers, etc.). For instance, note how the column 464 indicates a shipped quantity of 10 and the column 466 indicates a received quantity of 1 for a particular part identified by a part number of "3S444,"
- the method 900 may then proceed to query 910 whether updated asset data has been received (e.g., from an RMP) and continue to cycle back to 908 if updated asset data has not been received. When and if updated asset data is received, the method 900 may again query 912 whether discrepancies exist between the shipped and received asset data as modified by the updated data. If discrepancies continue to exist, the method 900 may flow back to 908.
- updated asset data e.g., from an RMP
- the method 900 may flow to 906 and proceed to allow status changes of the assets from a first status (e.g., "in transit") to a second status (e.g., "received”).
- a first status e.g., "in transit”
- a second status e.g., "received”
- an RMP or other user may be directed from the screenshot 462 of Figure 22 to another screenshot (not shown, e.g., upon manipulation of any appropriate button or other feature) whereby the RMP may be able to manually modify or updated shipped and/or received asset data (e.g., quantities, part identifying data, etc.) for storage in the customer asset database 339.
- asset data e.g., quantities, part identifying data, etc.
- Part of this process may require the RMP to communicate with managers resident at the physical locations between which the assets were/are being shipped to confirm the actual shipment/receipt of the assets (and/or lack thereof).
- the updated shipped and/or received asset data may then be reanalyzed to determine whether discrepancies still exist (e.g., at step 912 of Figure 23) whereby the user may be required to again modify the data or else the asset status may be appropriately changed.
- the present functionalities may also include one or more "reporting" functionalities that take kitting into consideration.
- the reporting functionalities can provide reports on all assets regardless of “kit” associations and listings within the system.
- the reporting functionality may provide the ability to include as a kit or not as a kit in a reporting dump of assets per location or provider- wide.
- One or more computer programs used to provide the functionality described herein (such as to perform concentric parts searching, BOM reprioritization and line item reshuffling, and the like) can be written in any form of programming language, including compiled or interpreted languages, and it can be deployed in any form, including as a stand-alone program or as a module, component, subroutine, or other unit suitable for use in a computing environment.
- a computer program does not necessarily correspond to a file in a file system.
- a program can be stored in a portion of a file that holds other programs or data (e.g., one or more scripts stored in a markup language document), in a single file dedicated to the program in question, or in multiple coordinated files (e.g., files that store one or more modules, sub-programs, or portions of code).
- a computer program can be deployed to be executed on one computer or on multiple computers that are located at one site or distributed across multiple sites and interconnected by a communication network.
- the processes and logic flows described in this specification can be performed by one or more programmable processors executing one or more computer programs to perform functions by operating on input data and generating output.
- the processes and logic flows can also be performed by, and apparatus can also be implemented as, special purpose logic circuitry, e.g., an FPGA (field programmable gate array) or an ASIC (application-specific integrated circuit).
- processors suitable for the execution of a computer program include, by way of example, both general and special purpose microprocessors, and any one or more processors of any kind of digital computer.
- a processor will receive instructions and data from a read-only memory or a random access memory or both.
- the elements of a computer are a processor for performing instructions and one or more memory devices for storing instructions and data.
- the techniques described herein may be implemented by a computer system configured to provide the functionality described.
- system 100 may include one or more of various types of devices, including, but not limited to a personal computer system, desktop computer, laptop, notebook, or netbook computer, mainframe computer system, handheld computer, workstation, network computer, application server, storage device, a consumer electronics device such as a camera, camcorder, set top box, mobile device, video game console, handheld video game device, a peripheral device such as a switch, modem, router, or, in general, any type of computing or electronic device.
- a personal computer system desktop computer, laptop, notebook, or netbook computer
- mainframe computer system handheld computer
- workstation network computer
- application server application server
- storage device such as a consumer electronics device such as a camera, camcorder, set top box
- mobile device video game console
- handheld video game device a peripheral device
- peripheral device such as a switch, modem, router, or, in general, any type of computing or electronic device.
- a computer will also include, or be operatively coupled to receive data from or transfer data to, or both, one or more mass storage devices for storing data, e.g., magnetic, magneto- optical disks, or optical disks.
- mass storage devices for storing data
- a computer need not have such devices.
- a computer can be embedded in another device, e.g., a mobile telephone, a personal digital assistant (PDA), a mobile audio player, a Global Positioning System (GPS) receiver, a digital camera, to name just a few.
- PDA personal digital assistant
- GPS Global Positioning System
- Computer-readable media suitable for storing computer program instructions and data include all forms of non-volatile memory, media and memory devices, including by way of example semiconductor memory devices, e.g., EPROM, EEPROM, and flash memory devices; magnetic disks, e.g., internal hard disks or removable disks; magneto-optical disks; and CD-ROM and DVD-ROM disks.
- semiconductor memory devices e.g., EPROM, EEPROM, and flash memory devices
- magnetic disks e.g., internal hard disks or removable disks
- magneto-optical disks e.g., CD-ROM and DVD-ROM disks.
- the processor and the memory can be supplemented by, or incorporated in, special purpose logic circuitry.
- embodiments of the subject matter described in this specification can be implemented on a computer having a display device, e.g., a CRT (cathode ray tube) or LCD (liquid crystal display) monitor, for displaying information to the user and a keyboard and a pointing device, e.g., a mouse or a trackball, by which the user can provide input to the computer.
- a display device e.g., a CRT (cathode ray tube) or LCD (liquid crystal display) monitor
- keyboard and a pointing device e.g., a mouse or a trackball
- Other kinds of devices can be used to provide for interaction with a user as well; for example, feedback provided to the user can be any form of sensory feedback, e.g., visual feedback, auditory feedback, or tactile feedback; and input from the user can be received in any form, including acoustic, speech, or tactile input.
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PCT/US2014/015373 WO2015119622A1 (en) | 2014-02-07 | 2014-02-07 | Internal material system for facilitating material and asset movement within organizational infrastructures |
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EP3103080A1 true EP3103080A1 (en) | 2016-12-14 |
EP3103080A4 EP3103080A4 (en) | 2017-09-06 |
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US7904350B2 (en) * | 2001-07-20 | 2011-03-08 | International Business Machines Corporation | Network-based supply chain management method |
EP1508110A2 (en) * | 2002-05-17 | 2005-02-23 | Webplan Inc. | System and method for determining a promise date for a demand in a business environment |
US8428987B2 (en) * | 2003-05-12 | 2013-04-23 | Jda Software Group, Inc. | Determining order lead time for a supply chain using a probability distribution of order lead time |
US7680704B2 (en) * | 2003-06-24 | 2010-03-16 | Norman Ken Ouchi | Compact item descriptor, catalog system and item part number validation |
US8282003B2 (en) * | 2004-09-30 | 2012-10-09 | The Invention Science Fund I, Llc | Supply-chain side assistance |
US8209236B2 (en) * | 2006-02-28 | 2012-06-26 | Ici Worldwide, Inc. | Merchandise tracking and ordering system |
US8355963B2 (en) * | 2009-01-21 | 2013-01-15 | Ceritar Technologies Inc. | Method for controlling a supply chain |
US8655705B2 (en) * | 2010-01-13 | 2014-02-18 | Lockheed Martin Corporation | Systems, methods and apparatus for implementing hybrid meta-heuristic inventory optimization based on production schedule and asset routing |
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CA2938826A1 (en) | 2015-08-13 |
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