<?xml version="1.0" encoding="utf-8"?>
<ManualTopic ID="/baanerp/ts/onlinemanual/000530" xml:lang="en">
   <Header>
      <Title>Territory planning process</Title>
      <Keyword type="header" order="d1e2783921">
         <Level1>Territory Planning</Level1>
      </Keyword>
   </Header>
   <AimSection>
      <SectionTitle>Overview</SectionTitle>
      <Paragraph>The territory planning functionality enables user to perform
		territory and preferred engineer simulations. The objective is to reduce travel
		by clustering the interchangeable work in geographical areas. The territory
		engine compares the required capacity for the serials, with the available
		capacity (the engineers or simulations engineers). The engine calculates the
		best possible combination of the required capacity for the serialized item and
		the available capacity. Optionally, an engineer can made responsible for a
		territory and the optimal territories can be calculated as well.</Paragraph>
      <Paragraph>The user can select, using defined selection criteria, the <Link href="/baanerp/ts/glossary/glossary#Objects_ts" role="glossary">serialized items</Link> that is to be serviced (required
		capacity) in a certain geographical area. The system calculates the required
		capacity on historical and/or already known data. To check the available
		capacity, the user can enter existing service engineers, as well as simulation
		engineers, for maximum flexibility. If the calendar and availability type of an
		engineer is defined, the system calculates the available capacity. The user can
		use the simulation results, to modify the preferred engineer on the serialized
		item and/or the territory.</Paragraph>
   </AimSection>
   <Note>
      <SectionTitle>Note</SectionTitle>
      <Paragraph>The user can also manually change the preferred engineer and the
		territory of the serialized item.</Paragraph>
   </Note>
   <ProcedureSection>
      <Steps>
         <Step>
            <StepTitle>Determining or calculating the required capacity for a list
			 of serials</StepTitle>
            <Paragraph>In order to determine the required capacity, the user
			 specifies the serialized items for which the capacity requirements must
			 considered. The user can select the serials that must be part of the
			 geographical clustering calculation based on a number of criteria:</Paragraph>
            <List>
               <ListItem>Top serial</ListItem>
               <ListItem>
                  <Link href="/baanerp/ts/glossary/glossary#ServicCenter_ts" role="glossary">service department</Link>
               </ListItem>
               <ListItem>
                  <Link href="/baanerp/ts/glossary/glossary#000306" role="glossary">installation group</Link>
               </ListItem>
               <ListItem>Service area. This information can be obtained from the
				related installation group (when applicable)</ListItem>
               <ListItem>Serialized item groups</ListItem>
               <ListItem>The manufacturer of the serial</ListItem>
               <ListItem>The Sold to bp of the serial</ListItem>
            </List>
            <Paragraph>Based on these criteria, Infor10 ERP Enterprise compiles a list of serials. The list can be modified by
			 the user.</Paragraph>
            <Paragraph>The user can trigger the calculation to aggregate the
			 available capacity data into different categories: planned activities, service
			 orders. After triggering the calculation, ERP Enterprise provides an overview wherein the capacity figures can be maintained manually
			 including the number of visits. The user loads the known capacity requirements
			 for the ERP Enterprises Service into the territory plan. For Field Service, ERP Enterprise bases
			 the number of visits on the number of planned activities and service orders.
			 The number of visits determines how much travel time is used for the serial
			 during the simulation. The user has the option to roll up the underlying
			 capacity figures to the top serial item. In case the top serial item is the
			 planning level, it is advised to roll the capacity of the parts into the top
			 serial. The required capacity is loaded into the territory plan.</Paragraph>
         </Step>
         <Step>
            <StepTitle>Determining the available capacity</StepTitle>
            <Paragraph>The available capacity must be configured by the user.
			 Following are the possible ways:</Paragraph>
            <List>
               <ListItem>Using simulation users for a rough identification of the
				territories</ListItem>
               <ListItem>Using named resources for a more detailed identification of
				the territories. To do so, you can either use the actual calendar of the
				employee or multiplying the number of days with the available hours for a day.</ListItem>
            </List>
            <Paragraph>Configuring the available capacity - The available capacity
			 for resources and the number of territories determine the output of the engine.
			 The input parameter, number of territories determines the number of
			 geographical clusters into which the total data set is divided. The capacity
			 available for a territory determines whether the set of serials and the related
			 capacity requirements match,(travel as well as activity duration) This input
			 parameter helps determine the optimal geographical distribution of territories,
			 on the map.</Paragraph>
         </Step>
         <Step>
            <StepTitle>Calculating the capacity allocations</StepTitle>
            <Paragraph>The purpose of the engine is to assign as much required
			 capacities (serialized items) as possible to resources(available capacities -
			 that is the (simulation) employees), taking available capacity, required
			 capacity and travel time into account. Use the <GUIRef href="/baanerp/ts/spc/tsspc4200m000" role="session">Calculate Capacity Allocations (tsspc4200m000)</GUIRef> session to start the territory
			 engine.</Paragraph>
            <Paragraph>The engine can be triggered after configuring the input
			 data. Following are the two options:</Paragraph>
            <List>
               <ListItem>The user runs a quick simulation with an average available
				capacity to be divided over a fixed number of territories. After the
				simulation, the user can update the territory of the serialized
				item.</ListItem>
               <ListItem>The simulation can also be performed with actual resources.
				After the simulation, the territory and the preferred engineer can be update
				for the serial item.</ListItem>
            </List>
            <Paragraph>Following are the various stages for the calculation of the
			 territory plan:</Paragraph>
            <ProcedureList>
               <ListItem>Indicate the territory reference point initially on the map
				(starting location) : The reference points are indicated 'on the map' to run
				the initial calculation. This is the base for the first calculation of
				distances in step 2.</ListItem>
               <ListItem>Allocate serials to the territory : ERP Enterprise allocate
				serials to the territory according to a second best algorithm.</ListItem>
               <ListItem>Swap logic : ERP Enterprise finds
				the longest distance between the (arbitrary) territory reference point and the
				serial and tries to minimize the long radius by swapping the serial to another
				territory reference point. The changes are saved.</ListItem>
               <ListItem>For a set of serials, determine the center of gravity
				(Optional) : For reference point that are not fixed, the system determines the
				average longitude and latitude and shifts the reference point to the center of
				gravity of the territory. After a shift in the territory reference point, the
				system starts again with step2. This process (reiterating from step 2 – step 4)
				repeats until no substantial improvements are found anymore.</ListItem>
               <ListItem>Swap logic for the complete list of serials : For all
				serialized items, ERP Enterprise verifies if the items can be exchanged with another
				territories. This is a one-time activity.</ListItem>
            </ProcedureList>
         </Step>
         <Step>
            <StepTitle>Using the output of the engine</StepTitle>
            <Paragraph>The basic output of the calculation is the newly calculated
			 territory and / or preferred engineer for a serialized item. The territory plan
			 can be used to updated those attributes of the serialized item.</Paragraph>
            <List>
               <ListItem>Graphical overview on the map : The output of the engine
				can be viewed using maps that provide an overview of territories. The
				information about the serial and the required capacity for the serial, along
				with the activity duration and travel time is also included. Various colours
				are used to indicate various territories. The user can update the preferred
				engineer of the serial based on the territory. The territory planning session
				can be used to compare territory scenarios. The scenario one is on the left
				hand side and scenario two is on the right hand side of the screen. Dual
				coloring mechanism is used for the markers on the map. In the marker, the color
				to the left corresponds to the scenario on the left hand side and the color to
				the right corresponds to the scenario on the right hand side</ListItem>
               <ListItem>You can also compare the output of the engine with the
				actual data. The preferred engineer and territory calculated for a scenario can
				be compared to the preferred engineer or territory in the serialized item
				master data.</ListItem>
               <ListItem>Territory and preferred engineer without map : You can view
				the assigned territory and potentially, the preferred engineer data without the
				map in the <Link href="/baanerp/ts/cfg/tscfg2100m100" role="session">Serialized Item 360 (tscfg2100m100)</Link> session. The user can filter and select
				multiple serials. The serials can be assigned to a preferred engineer using the <Link href="/baanerp/ts/cfg/tscfg2100m100#tscfg2700m000" role="command">Update Engineer and Location Address</Link> option from the <GUIRef href="" role="menu">References</GUIRef> menu.</ListItem>
            </List>
         </Step>
         <Step>
            <StepTitle>Recalculating the travel</StepTitle>
            <Paragraph>When the territory engine is run, you can recalculate the
			 travel time, because the travel times used by the engine are based on the
			 center of gravity. However, the center of gravity, is typically, not the home
			 address of the engineer. Hence there can be a discrepancy between the
			 calculated and the actual travel times. The reason being, some employees are
			 hired to complete assignments in an area that is not, by default, close to the
			 employee's home address resulting in a deviation from the reference point and
			 the center of gravity. This is applicable only for the following two
			 calculation options:</Paragraph>
            <ProcedureList>
               <ListItem>Direct (As the crow flies)</ListItem>
               <ListItem>Road Based (Using a web service (call to Google or Bing
				API))</ListItem>
            </ProcedureList>
         </Step>
      </Steps>
   </ProcedureSection>
   <RelatedTopics>
      <SectionTitle>Related topics</SectionTitle>
      <RelTopic>
         <Link href="/baanerp/ts/onlinemanual/000533" role="manual">Resource allocation for group planning</Link>
      </RelTopic>
      <RelTopic>
         <Link href="/baanerp/ts/onlinemanual/000531" role="manual">Group planning process</Link>
      </RelTopic>
      <RelTopic>
         <Link href="/baanerp/ts/onlinemanual/000529" role="manual">Group planning data set-up</Link>
      </RelTopic>
      <RelTopic>
         <Link href="/baanerp/ts/onlinemanual/000532" role="manual">Route-based planning process</Link>
      </RelTopic>
   </RelatedTopics>
</ManualTopic>