Information management and planning pro-cesses are increasingly complex and must cover the entire spectrum of your business, including multiple operations and sites. The lack of timely, centralized information can mean that resources – such as manufactur-ing or delivery capacities – are not being optimized. Without a powerful planning and information management tool, it becomes difficult to coordinate material flow, manage resources and run an efficient supply chain.

IBS Planner View enables you to collect, manage, present and use information from multiple servers, database management sys-tems, companies, applications and software releases – all into one common interface.

Applications for today’s businessIBS Planner View can gather and integrate information from almost any platform. The solution includes applications for information management, presentation and planning, including:

• General client information tool• Graphical planning application• Over 500 pre-defined panels and updating

procedures grouped into 16 roles.

IBS Planner View applications handle informa-tion in a range of panels, which are built by script files that describe the content and available actions of each panel. Each panel type presents and handles the information in a specific way. New panels can be created to add to your IBS Planner View applications without redistributing the main application.

Panel typesThe following list describes the main panel types in IBS Planner View and the information that they present:

Browser viewA web-browser page that can be used to view any browser-based information on the Inter-net or Intranet. The information can be a web page, an HTML document or any document that can be handled in programs such as Excel and Word.

Calendar viewCapacity/workload-related information in a calendar (workload per work center, engineer workload etc.)

Collection viewInformation for an object with one or more common keys (e.g. operations for a manufac-turing order, sales order lines on a sales order, service object per customer etc.)

Detail viewDetailed information for one IBS object (e.g. customer, sales order header, item, agreement etc.)

GANTT scheduler viewAppointments, tasks or other programmed activities for a resource (e.g. service engineer group schedule, project overview etc.)

GANTT viewCalendar-related data in a GANTT diagram (e.g. manufacturing order operations, service order per engineer etc.)

Functional overview - iBS enterpriSe

IBS Planner View is a powerful and adaptable PC-based, graphical planning and

information management tool that provides real-time supply chain visibility.

Employees across your company can use the software to analyze, optimize and

balance workloads and production capacity.

IBS Planner View

• Integrated, enterprise-wide application with user-defined views• Integrate, consolidate, harmonize

and customize data from your entire system• Sort, filter, drill down and

synchronize for comprehensive data analysis• Gain real-time visibility into critical

workload and capacity data• Pre-defined business applications

and planning roles for decision support.

Pivot viewData in a row-and-column format that can be moved, filtered, sorted and calcu-lated, as well as exported to MS Excel or shown in a chart.

Resource viewWorkload for a whole resource group.

Structure viewRelated objects in a hierarchical structure (e.g. manufacturing order header, operations, material lines, tools etc., all belonging to one manufacturing order).

Task list viewInformation about tasks handled by a resource or a group of resources.

Panels can be easily customized for each user, including changing column order, sorting, merging, applying cell colors, showing/hiding columns, formatting, defining filters and other properties.

User-defined formula fields can act as accumulators of different fields, or be used as formulas, allowing almost any mathematical expressions, constants or existing values in the panel.

New versions of panels can be created at any time, and several panels can be grouped to provide a complete overview. Through the use of keys, users can also synchronize the content in grouped panels that are currently open.

General client information toolThe general client is an ideal way to gather data from different sources and assemble it for information purposes. IBS Planner View lets you view and output information in a wide range of formats, including panel types in the form of overviews, details, charts and other views. Its seamless integration with IBS enterPrise gives you a full range of all supply chain information and transactions.

The general client gives you a customiz-able PC client user interface. It handles server-based information typically from ERP systems or the web. The application can be used as a Windows-based UI to any appli-cation with an ODBC-compliant database.

With the IBS Planner View general client interface, you can call any procedure stored on the server. Each stored proce-dure is linked to a server program that can activate updates, printouts etc. You can also define new procedures using the Procedure manager tool, which is described below. IBS Planner View comes with many pre-defined procedures that activate functions in IBS enterPrise.

Graphical planning applicationIBS Planner View is also a powerful graphi-cal planning tool that gives you real-time supply chain visibility. It lets you analyze, optimize and balance workloads and production capacity with an easy-to-use graphical interface. You can determine which tasks to work on, set priorities or sequences for tasks, earmark task resources and set time periods for tasks.

Using IBS Planner View, a purchaser could, for instance, gain in-depth control of all purchase orders in the system. At the same time, the solution presents a view of all the required items to buy and their suppliers, giving a complete picture of the procurement plans. This total picture of the planning process helps save time, money

and resources while offering smoother flow and control of day-to-day activities.IBS Planner View’s high level of adaptability means that it can be used in almost any business scenario. To further illustrate the previous example, use of this tool could also be extended to a warehouse planner. Based on a purchaser’s plan, warehouse employees can easily find out how many purchase order lines they expect to receive and process during any given day. Along with the weight and volumes of each line, they can quickly determine the resources required in terms of personnel, storage space and vehicles.

Planner rolesIBS Planner View contains more than 500 pre-defined panels and procedures grouped into 16 roles, which you can use for planning, budgeting, forecasting and other tasks. Each IBS Planner View client can hold multiple roles, and one panel can exist in multiple roles, with unique settings for each role. New roles and as-sociated panels can be created manually and brought into IBS Planner View.

All settings in IBS Planner View, such as menus, icons, fonts, colors, available

Multiple panels organized as a perspective gives you accurate, synchronized information in one view.

panels and panel groups, can be customized by role. Multiple roles can be used in each client, and it is easy to switch between these. Certain roles allow users to perform actions from IBS Planner View, such as rescheduling manufacture orders or assigning service engineers.

The major pre-defined roles and their primary functions include:

CRM and Sales Order ManagementSales order handlerView sales orders and related orders (manufacturing and purchase orders, both internal and multi distribution orders) on different keys, such as Ware-house, Business partner and Item. Calendars with aggregated weights and volumes exist together with numerous other panels that assist sales order analysis.

Distribution and WarehousingReplenishment handlerMonitor warehouse capacity in different aspects. Calendars containing inbound and outbound shipments for warehouse, ware-house/zone and warehouse/zone/location are available together with details about the capacity and the different shipments.

Warehouse planner and Transport handler Manage the planning of deliveries from the warehouse. Functions to view sugges-tions, pick lists, R/F batches, shipments and routes are included.

Financial ManagementCash flow managerManages cash flow in the form of expected payments. Expected payments are collected from IBS enterPrise and presented in a calendar view, using transaction, system or reporting currency. To gain a complete picture of your company’s cash flow, you can also add upcoming payrolls and other recurring cash expenses. Adjust projected payment dates for open sales orders, Accounts Receivable, purchase orders and Accounts Payable, based on either your or your customers’ previous payment behavior.

Manufacturing and AssemblyManufacturing advanced plannerHandles finite capacity/workload per work center and performs bottleneck planning, with simulation on different levels. This role works with open manufacturing order problems, work overload, material shortage and determining what to produce when

remaining capacity exists. This role can view details concerning the capacity/ workload in various manufacturing processes from planning through to order entry.

Manufacturing order handler Manages all components of manufactur-ing orders, such as header, operations, material, reporting, scheduling, material clearance, etc.

Manufacturing plannerHandles the detail planning of manufac-turing orders and operations. This role can prioritize, sequence, reschedule, group and move orders and operations. The capacity and workload in work centers and depart-ment sections can be monitored on both machine- and run labor time.

Pull plannerFocuses on pull planning and includes Priority analysis and Shortage analysis functions for both purchasing and manufacturing. The proposals can be maintained and it is possible to create purchase or manufacturing orders from the proposals, depending on proposal type.

Planning and ForecastingDemand plannerHandles budgets and forecasts and is a complete graphical user interface to IBS DemanD Planning. All activities, except basic data maintenance, can be per-formed from the Demand planner role.

Sales and operations plannerBalances demand and supply over time on an aggregated level, for use in long-term budgeting. This role interacts with the IBS sales anD OPeratiOns Planning module.

Supply plannerHandles detailed planning for replenish-ing demand that has been generated demand planning. It can also be used to plan what (on an item level) should be replenished, and where (on a warehouse level). This role is integrated with the IBS suPPly Planning module and can per-form all activities in this module, except basic data maintenance.

Available IBS Enterprise functions are shown with a right-click on a grid row

Project ManagementProject plannerGives an overview of the different components belonging to a project, such as header, phases, activities, elements, items, invoice plans, etc. Also includes information about linked objects such as manufacturing, sales and purchase orders.

SRM and Procurement ManagementPurchase order handlerAnalyze, maintain, delete and release purchase suggestions. The purchase orders can be confirmed and have their reference changed. To support the purchase planning this role also includes forecast and inventory value information.

Service ManagementService engineer plannerAssign and schedule service jobs for dif-ferent service engineers with full control of the presence and workload of the engineers or engineer groups. Scheduling can be performed with drag-and-drop functionality in a GANTT Scheduler panel.

Procedure manager toolThe Procedure manager tool is used to administer the procedures that IBS Planner View uses when calling programs in the server. You can set up properties for procedure dialog with this tool, as well as create new procedures when you want to hook up more server programs to your client.

Multiple connectionsUsing the multiple connections feature in IBS Planner View, you can retrieve data from multiple companies in multiple systems. It allows you to see multiple panels from different companies, or to aggregate companies in the same panel.

IBS Noth America: 1-800-886-3900 • info@ibsus.com • www.ibsus.com

The materials contained in this document are summary in nature, subject to change and intended for general information only. For updates of this information, please contact your local IBS representative. v2006-10 © IBS 2006

IBS, International Business Systems, is a world-leading supplier of supply chain management software and professional services for large and mid-sized companies. IBS has some 5,000 customers in more than 40 countries, including ABB, Ciba Vision, Galexis, Nautor’s Swan, Nintendo, General Electric, Honda, Maxell, Scribona, Miele and Volvo.

Mix web-based information with IBS Enterprise information