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Feb 18, 2018

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Page 1: IFS_Apps_2004_-_7.5_SP5_Enhancement_Summary.docx

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IFS Applications

Major EnhancementSummary

2004 through 7.5 SP5

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IFS Major Functional Enhancements betweenIFS 2004 - IFS Apps 7.5

able o! "ontents

IFS Applications Enhancement Summary....................................................................................................3

Financials Enhancements............................................................................................................................4

Distribution Enhancements........................................................................................................................ 15

Manufacturing Enhancements................................................................................................................... !

Sales an" Mar#eting Enhancements......................................................................................................... 43

$echnical %Foun"ation1& Enhancements....................................................................................................4'

(ro)ects Enhancements............................................................................................................................. 55

Ser*ice Management Enhancements........................................................................................................ +1

,all ,enter Enhancements........................................................................................................................ +3

-uman esources Enhancements............................................................................................................ +5Document Management Enhancements....................................................................................................+/

0usiness Scorecar"s Enhancements........................................................................................................ /1

eporting Enhancements........................................................................................................................ .. /5

(age of !1

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IFS Major Functional Enhancements betweenIFS 2004 - IFS Apps 7.5

IFS Applications Enhancement Summar#

ur belief is that in the 1st ,entury economy2 enterprises nee" to be agile in or"er to be successful. $o

remain successful businesses ha*e to a"apt uic#ly to change. ,hange comes in many forms it can bethe result of groing the business by pro*i"ing ne pro"ucts an" ser*icesit can be the nee" to sourcemore globally an" pro*i"e more fle6ibility in the supply chainit can come from centrali7ation or"ecentrali7ation issues or mergers 8 acuisitionsan" it can be the result of force" regulatorycompliance.

IFS Applications /.9 an" /.5 functional impro*ements ha*e focuse" on the changes our customers nee"an" ha*e reueste". IFS has a""e" ma)or functionality to support pro)ect base" organi7ations2increasing supply chain synchroni7ation2 impro*ing the support of global operations2 an" focus on en"user pro"ucti*ity.

Since the IFS 994 release IFS has a""e" o*er !59 functional impro*ements. $his "ocument is inten"e"to highlight some of these functional enhancements an" the benefits they may bring to your company.

Se*eral of these functional impro*ements can bring significant sa*ings or operational impro*ements to anorgani7ation.

(age 3 of !1

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IFS Major Functional Enhancements betweenIFS 2004 - IFS Apps 7.5

Financials Enhancements

New in IFS Apps 7.0

Budget Management : 0u"get Management is a or#:flo an" process management mo"ule to enableplanning2 bu"geting an" forecasting ithin IFS Applications. $he 0u"get Management mo"ule co*ers;

• Fully integrate" ith IFS Financials an" IFS 0usiness (erformance hich are use" for planning2

consoli"ation2 reporting2 analysis2 an" score car"ing.

• 0usiness (erformance %0(& can be use" to set the corporate strategy2 enterprise i"e "ri*ers

an" assumptions for the bu"geting process.

• 0( can be use" to set reuirements an" targets for each scorecar" or bu"get template.

• 0oth <eneral =e"ger %<=& 0u"get an" 0( can be up"ate" ith information from the 0u"get

(rocess.

• <= 0u"get is use" to store the financial part of a complete" bu"get process to be compare" ith

actual ithin Financials.

• Supports a continuous planning2 monitoring an" a")usting process.

• Supports rolling bu"geting an" forecasting.

eInvoice : IFS eIn*oice impro*es an" automates the supplier in*oicing or#flo by re"ucing the amountof in*oices nee"ing manual registration. In*oice scanning is enable"2 an" a"*ance" rules forauthori7ation significantly spee" up the in*oice authoring process. E*ents messages an" history logsfurther impro*e the process an" ma#e follo up easier.

(age 4 of !1

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IFS Major Functional Enhancements betweenIFS 2004 - IFS Apps 7.5

Revenue Recognition Enhancements:

•  Automates the recognition of re*enue an" costs for long:terms pro)ects.

• ecogni7es re*enue>costs base" on the total estimate" re*enue an" the current accumulate"

percentage:of:completion.

• Functionality is compliant ith both IFS an" ?S <AA( principles.

Financial onnecto!  @ It is no possible to sen" *ouchers from <eneral =e"ger instea" of Accountingules2 thus enabling support for full pro)ect accounting.

Multi ount!" Repo!ts : Many countries reuire specific country:uniue reports here a correspon"ingreport in core is a*ailable but "iffers in some important aspect from the reuirements of the country.$ransaction reports are no con*erte" to eport Designer2 here e ha*e multi country support.

E#panded $osting ont!ol : (re*ious *ersions of (osting ,ontrol offers a high "egree of fle6ibility2 thishas been impro*e" further in current *ersion2 most importantly the a""ition a thir" rule le*el. At the sametime2 se*eral impro*ements ha*e been ma"e to re"uce the time spent on "efining an" maintaining theserules.

%e&ine Sepa!ate Sell and Bu" u!!enc" Rates : It is no possible to "efine Default 0uy ,urrency ate$ype an" Default Sell ,urrency ate $ype at ,ompany =e*el an" in"i*i"ual Default ,urrency ate $ypesat Supplier>,ustomer or (ro)ect le*el. 0uying rate types are use" for (rocurement>Accounts (ayableprocesses an" selling rate types for ,ustomer r"er>Accounts ecei*able processes as ell as forcurrency re*aluation base" on it being customer or supplier oriente".

'ouche! Se!ies $e! $e!iod : hen creating a ne company it ill be possible to "etermine if *ouchernumber series shoul" be create" per perio" or year.

(age 5 of !1

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IFS Major Functional Enhancements betweenIFS 2004 - IFS Apps 7.5

reconciliation process in mar#ets here chec#s are a ma)or payment metho". Go manual operationnee"e" for cashing an" matching>reconciling chec#s.

Bill o& E#change : (ayment "ocuments are i"ely use" in certain countries to ma#e payments inbusiness transactions. 0ill of E6change is a popular payment metho" use" in Bapan2 Spain an" fe other

countries.

$a"ment Receipt : Ge basic "ata for ,ustomers or ,ash Accounts can be set so that ,ustomereceipts can be printe". It is possible to generate receipts At (ayment or At Matching. If set to At(ayment the receipt ill be create" hene*er a customer cash transactions is create" for the ,ustomeror ,ash Account. If set to At Matching the receipt ill be create" hen the matching or offset isperforme".

E#panded !edit ont!ol : A ne cre"it chec# has been intro"uce" to chec# hether the total o*er"ueamount2 i.e.2 the total of the in*oices e6cee"ing alloe" o*er"ue "ays2 e6cee" the alloe" o*er"ueamount. If e6cee"e"2 a customer or"er ill be bloc#e" hen release" or a arning message is "isplaye"hen trying to sa*e an instant in*oice.

Applications &o! $a"ment : Applications for (ayment %AF(& processing means that the company appliesfor money from its customer on a regular basis2 base" on the or# complete" %cumulati*e *aluation&. Ifthe Application is accepte" by the customer a payment is ma"e. At this point2 an in*oice is generate" asconfirmation of the payment. $he AF(s are manage" through their life before the payment an" in*oice isactually create" %Sales ,ontract =e"ger&.

Supplie! $a"ment Fo!mat and Enhanced Ban1 Fee : Bapanese payment format F0 is no fullysupporte" through the ne functionality implemente" for Supplier (ayment Formats Bapan. $hisfunctionality ta#es care of the postings of unpai" fees an" ta6es create" for format F0. Australianpayment format EF$ is no fully supporte".

$a"ment Method $lan : An Installment "efines hen an in*oice shoul" be pai" an" the a""e" (aymentMetho" (lan "efines ho an in*oice shoul" be pai". In the Automatic Supplier (ayment (roposal flo2this enables that;

• $he payment metho" can be automatically selecte" "epen"ing on the total amount pai" to the

payee.

• Hou can pay through a certain metho" up to a specifie" amount2 an" use a "ifferent metho" for

the amount e6cee"ing that le*el.

• Hou can also "efine a number of le*els an" use a "ifferent metho" or a combination of "ifferent

metho"s %specifie" in percentage& hen a specific le*el is e6cee"e".

Enhanced Automatic Supplie! $a"ment : Depen"ing on the use" file format2 this ne functionalityma#es it possible to create a payment or"er ith"raing the cash from cash account in any currency

-ptional )n!est!icted Netting : $his option allos for netting beteen Supplier an" ,ustomersregar"less of their association numbers.

Fi#ed Assets 7.0

%ail" %ep!eciation and Fi#ed Assets Split @ It is no possible to "epreciate an ob)ect base" on anumber of "ays2 i.e.2 "aily "epreciation. ?seful in the initial perio"2 as ell as hene*er there is a nee" tosell2 scrap2 mo*e2 or split an asset in the mi""le of a perio". It is also possible to split an asset intose*eral assets ithout first ha*ing to acti*ate an" "epreciate the asset.

(age / of !1

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IFS Major Functional Enhancements betweenIFS 2004 - IFS Apps 7.5

IFS Apps 7.3 including S$3

New (op Folde! &o! Financials in 7.3 IFS Ente!p!ise E#plo!e!:

Single Eu!o $a"ments A!ea Suppo!t : SE(A consists of an agreement beteen all / E? countries an"Goray2 Icelan"2 Sit7erlan" an" =ichtenstein. Euro payments un"er the SE(A scheme ithin this areaill be treate" as "omestic payments2 regar"less of if the payment is "omestic or cross:bor"er.

Inte!national Financial Repo!ting Standa!ds 4IFRS5 Suppo!t 6 $o be compliant ith the IFS an" other stan"ar"s relate" to in*entory *aluation the IFS stan"ar" relating to accounting treatment for in*entories%IAS:& states that in*entories are measure" at the loer of cost an" net reali7able *alue %GC&. IFSpro*i"es a "ynamic solution that enables users to create "ifferent comparators on in*entory part le*el.

*ene!al +edge! 7.3

-pening Balance &o! Statistical Accounts : e no offer fle6ibility in ho statistical accounts shoul"be han"le" hen closing balances for one year are transferre" to opening balances for the folloing year.$he user can "efine hich statistical accounts that shoul" be transferre" an" hich shoul"nt.

Enhanced $osting o& $e!iod Allocation : IFS no offers fle6ibility in ho perio" allocation *ouchersshoul" be create". $his inclu"es optional creation of perio" allocation *oucher for the base perio"2 as ellas the possibility of copying co"e part *alues from the source transaction %posting&.

-!iginal Sou!ce In&o in 'ouche! Row : Drill:"on from the *oucher ro to the un"erlying source %CieCoucher Source& is no a*ailable for most *oucher types %Function <roups&. $he Cie Coucher Sourcefunctionality is not only a*ailable from Coucher o ueries2 but also from Coucher Details ueries.E6pan"e" reference information about the source in *oucher ros gi*es enhance" traceability2 both"irectly in posting transactions an" through the enhance" "rill:"on to the un"erlying source transaction.

(age ' of !1

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IFS Major Functional Enhancements betweenIFS 2004 - IFS Apps 7.5

u!!enc" Revaluation Enhancements : $he enhancements gi*e the user a""e" f le6ibility hen usingthe currency re*aluation process. IFS no has functions for mass set:up an" mass mo"ification ofe*aluation Accounts2 as ell as the option to create the e*ersal Coucher as a ,orrection Coucher.

Accounting +edge!s and Accounting %ocuments @ It is no possible to create user:"efine"

 Accounting Bournals hich inclu"es all <= transactions in a chronological or"er ith seuencenumbering. Different *oucher types can be groupe" together into "ifferent Accounting Bournals. A $urno*er an" 0alance report has been a""e"2 similar to the $rial 0alance report in the eport<enerator. $here are also some a")ustments to the <eneral =e"ger report.

$A 'ouche!s E#cluded &!om No!mal *ene!al +edge! and Inte!nal +edge! )pdate : ptionally2(erio"ical ,ost Allocation *ouchers can be e6clu"e" from normal <=>I= up"ate. $his ne option isessential for customers in (olan"2 as its a legal reuirement in that country.

(a# andling2 *ene!al : It is no possible to change $a6 =iability Date2 $a6 Gumber2 $a6 ,o"e an"Deli*ery $ype per transaction. It is also possible to a"" selecte" ta6 transactions to an e6isting $a6(roposal an" e6clu"e cancele" in*oices from being loa"e" into a $a6 (roposal. It is possible to "efine ata6 subgroup as a combination of ta6 co"e an" "eli*ery type2 in the pre*ious *ersions it as only possibleto "efine a ta6 subgroup as a combination of ta6 co"es. It is no possible to pre"efine ta6 template

grouping>sorting criterion to use in a ta6 report an" to print more "etaile" $a6 Sales an" $a6 (urchaseeports2 an" to ne <= reconciliation reports ha*e been a""e".

(a# andling2 Multi6p!oposals : It is no possible to use multi:le*el ta6 reporting2 i.e. basic reports arefirst create" an" then these basic reports are use" as input for report%s& on a higher le*el. It is alsopossible to "efine "ifferent types of a ta6 template fiel"2 to ma#e manual changes to an automatic ta6proposal2 to *ie ta6 report *alues before printing by using $a6 $emplate Fiel" (resentation functionality2an" to Drill:"on from the top le*el to the ta6 transaction.

'A(67 $olish (a# %ecla!ation @ It is no possible for (olish customers to ha*e their monthly ta6"eclaration %CA$:/& create" an" printe" from the core IFS application.

(age ! of !1

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E) (a# Repo!ting 4$oland5 @ It is no possible for (olish customers to ha*e their uarterly E?Declaration create" an" printe" from the core IFS application.

Accounts Receivales / Accounts $a"ales 7.3

o!!ection Instant Invoice and Instant Invoice +a"out @ It is no possible to create a special type ofcre"it in*oice2 hich inclu"es information about incorrect *alues2 correct *alues an" the "ifferencescause" by the correction.

Ban1 Accounts on ustome! Invoices : $he "esire" (ay to ban# account number can be printe" oncustomer in*oices. Default ban# accounts can be "efine" base" on a combination of customer an"in*oicing currency2 but the "efault account can be mo"ifie" for an in"i*i"ual installment.

$!e6pa"ment Based Invoice : As an alternati*e to A"*ance In*oice2 a (re:payment In*oice can becreate" from the ,ustomer r"er flo. $he main "ifference is that the (re:payment In*oice is base" on arecei*e" pre:payment an" represents the base for the customers ta6 "e"uction.

ash Bo# Functionalit" : $he ,ash 0o6 functionality allos the managing of real cash in the company

inclu"ing;• Ge entry form for cash transactions belonging to cash bo6 in "omestic or foreign currency.

• It is no possible to print ,ash eceipt for each incoming an" outgoing transaction.

•  Automatic *oucher creation base" on the posting control "efine" in the application. In*oices

matche" ith the transactions ill be pai".

• ,ash 0o6 eport printe" at the en" of the "ay. It can also span longer perio"s if this is con*enient

for the user.

 As the functionality co*ers both incoming an" outgoing cash transactions2 both Accounts ecei*ablean" Accounts (ayable are affecte" by this a""ition.

Repost AR +edge! Item @ It is no possible to change the le"ger posting for open A in*oices an"payments on account. $he re*ersing of the le"ger posting can be create" as either re*ersing or correctionpostings.

(age 19 of !1

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(age 11 of !1

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IFS Major Functional Enhancements betweenIFS 2004 - IFS Apps 7.5

Inte!est Invoice Enhancements : $he enhancements gi*e the user a""e" fle6ibility hen using thecustomer interest in*oicing process inclu"ing;

• (ossible to create postings for a customer interest in*oice after the customer

accepts>ac#nole"ges the interest liability.

• (ossible to cancel interest in*oices by creating cre"it in*oices.

• (ossible to follo:up customer interest in*oices in a "etaile" manner.

• Ge Interest Metho"2 hen (artly (ai"2 hich allos the user to calculate interest for partly

pai" in*oices if the payment as "one after the "ue "ate.

Bad %et +evel and Bad %et $!ovision : Impro*ements gi*ing the user a""e" fle6ibility hen han"ling0a" Debt in*oices inclu"ing;

• (ossible to "efine "ifferent le*els of 0a" Debt2 hich can be assigne" to an" change" for

in*oices.

• (ossible to calculate an" post 0a" Debt (ro*ision as a percentage of the ba" "ebt amount.

• (ossible to create re*ersing or correction postings hen the le"ger posting is change".

AR Balance on&i!mation Repo!t @ It is no possible to print a report containing all open items for

selecte" customers. $he report can be sent to the customers to confirm the balance at the en" of anaccounting year.

Ad8usted AR -pen Items Repo!t : Separate "ebit>cre"it amount columns a""e".

(a# Nume! Added to 9ue!" : $A number from the "efault "ocument a""ress a""e" to Juery :,ustomer 0asic Data.

Inte!est and Fines : hen a customer in*oice is pai" late an" outsi"e tolerance2 the system canoptionally calculate accrue" interest an" fines2 an" then a"" these amounts to the e6pecte" paymentamount. $he calculation is base" on the interest template connecte" to the customer an" is "one perinstallment2 here it can be mo"ifie" manually.

(wo 'ouche!s when anceling Supplie! Invoice : If the supplier in*oice is entere" in to steps %I an" B*oucher&2 to K *ouchers ill be create" if the in*oice is cancelle". $his results in I(5 postings beingre*erse" correctly.

Supplie! Invoice Enclosu!e : $he e6isting supplier in*oice enclosure functionality has been e6ten"e";

• Hou can "efine separate number series for supplier in*oice enclosures.

• Hou can "efine "efault "eli*ery type for a supplier.

• Information about part no2 price2 uantity2 etc. from the reference" purchase or"er can

automatically be fetche" into the supplier in*oice enclosure.

• $he information from the reference" purchase or"er ill be printe" on the supplier in*oice

enclosure.

Su ont!act e!ti&icate Matching : Sub ,ontract Management supports a complete or#flo2 starting

from reuirements to ten"ering2 aar"ing2 e6ecution2 *aluating>certifying2 an" matching of certificates allthe ay to payment of in*oices. ithin IFS Financials2 it is no possible to specify a sub contractreference on the supplier in*oice. $his sub contract reference use" to match the in*oice against subcontract certificates2 similar to ( matching.

Ad8usted A$ -pen Items Repo!t : Separate "ebit>cre"it amount columns a""e".Inte!est $!ovision &o! Supplie! Invoices @ It is no possible to calculate accrue" interest for openo*er"ue supplier in*oices>installments an" in*oices>installments pai" too late. A proposal can be manuallya")uste" an" installments can be e6clu"e" from calculation. $he resulting report can be use" as base fora manual reser*ation in the <eneral =e"ger.

(age 1 of !1

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IFS Major Functional Enhancements betweenIFS 2004 - IFS Apps 7.5

Repost A$ +edge! Item @ It is no possible to change the le"ger posting for open A( in*oices an"payments on account. $he re*ersing of the le"ger posting can be create" as either re*ersing or correctionpostings.

Recu!!ing Supplie! $a"ments and Non6supplie! $a"ments : A sche"ule of perio"ical payments to

suppliers can no be generate"2 e.g. insurance2 financial leasing2 loan payments to ban# etc. $he finalin*oice is create" later by the supplier after the payment is recei*e". (ayment to a recipient2 hich is notregistere" as a supplier2 can also be entere". E6amples of such payments are all #in" of ta6 payments toauthorities; income ta62 CA$2 real estate ta62 perpetual lease2 "ebt collector payments2 social security2en*ironmental fee etc. egistere" planne" payments can be inclu"e" in payment proposals an" paymentor"ers in an automatic payment flo. $he te6t "escribing the payment is copie" to all steps of theprocess.

A$ Balance on&i!mation Repo!t @ It is no possible to print a report containing all open items forselecte" suppliers. $he report can be sent to the suppliers to confirm the balance at the en" of anaccounting year.

$olish $a"ment Fo!mats : 0an# transfer printout an" file format %both "omestic an" foreign& for the

(olish 0E ban#.

Inte!est and Fines : hen paying supplier in*oices late an" outsi"e tolerance2 the system can optionallycalculate accrue" interest an" fine an" a"" these amounts to the payment. $he calculation is base" onthe interest template connecte" to the supplier an" is "one per installment2 here it can be mo"ifie"manually.

B!ailian $a"ment Fo!mats : $o ne payment printouts for 0ra7il2 i.e. supplier ban# transfer printoutan" customer ban# transfer printout. 0oth payment printouts han"le only 0= currency %"omestic&payments.

$a"ment Institute -&&ices : 0ranch offices can be "efine" for payment institutes li#e ban#s etc. an" cashaccounts can be connecte" to branch offices. $his allos payment to a specific branch office2 hich is areuirement for some payment formats in some countries.

Imp!oved $a"ment " hec1 : 0asic "ata for chec# templates ill enable easier customi7ation ofSupplier ,hec# =ayouts2 but specific 0ra7ilian chec# layouts ha*e also been a""e". Supplier chec#s caneither be sent to the supplier or a payment institute %,hec# ecipient set per supplier&.

Fi#ed Assets 7.3

%ep!eciation $lan : $he Depreciation (lan functionality can be use" to i"entify the forecaste""epreciation for all "epreciable fi6e" assets. $his ill help companies meet statutory reuirements2 ta6reuirements2 management accounting reuirements etc;

•  A pro)ection>forecast of future "eprecation can be create".

• (lanne" in*estments can be inclu"e" %ne ob)ect type (lanne"&.

•  Allos comparison beteen planne" "epreciation an" actual "epreciation.

%ep!eciation $!oposal &o! Seve!al *!oups : A""e" fle6ibility hen creating "epreciation proposals2 asinter*al of b)ect <roups or b)ects can be entere" at proposal or"ering.

Suppo!t &o! $h"sical ount o& Fi#ed Assets @ IFS no pro*i"es a poerful tool for managing fi6e"assets effecti*ely. 0y con"ucting a physical count2 you ill #no e6actly hat fi6e" assets the companyhas an" here they are. $his can sa*e a lot in ta6es an" insurance.

• $he physical count helps to maintain accurate recor"s an" accountability of company fi6e"

assets.

• (ossible to maintain in*entory for b)ect $ypes Gormal2 ente"2 =ease"2 E6pense" an" Gon:

Depreciable.

(age 13 of !1

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IFS Major Functional Enhancements betweenIFS 2004 - IFS Apps 7.5

• (ossible to carry out the in*entory for a Site or for =ocations separately ithin the Site.

• (ossible to assign one in"i*i"ual ho is familiar ith the fi6e" asset to assist ith the FA (hysical

,ounting process.

• (ro*i"es full information of fi6e" assets in one location.

Additional %ep!eciation Methods : $he a""e" functionality pro*i"es fle6ibility in ho "epreciation canbe calculate";

• Decline "epreciation metho" can be automatically sitche" to straight line metho" ith its on

fi6e" factor.

• Straight line "epreciation metho" can be base" on fi6e" factor ith no time limit for the

"epreciations2 i.e. "epreciation ill continue until the base *alue is 7ero.

• Jueries are e6ten"e" ith information on hen the sitch too# place an" history of "epreciation

metho"s connecte" an ob)ect.

$osting (!ansactions and Added In&o!mation in Fi#ed Assets  : More information about FA b)ectcharacteristics an" FA b)ect transactions is no a*ailable. Different transactions can be poste" to"ifferent accounts "epen"ing on transaction reason an" positi*e or negati*e *alues can be poste" on

"ifferent accounts %cost accounts or re*enue accounts&;• Information about b)ect ,lass2 Acuisition eason an" Disposal eason is a""e" to b)ect.

•  A""e" ,ontrol $ype $ransaction eason allos more "etaile" posting of acuisition

transactions2 "isposal transactions an" change net *alue transactions.

•  A""e" (osting $ypes gi*es the possibility to post negati*e *alues an" positi*e *alues to "ifferent

accounts.

• Juery b)ect $ransactions no contains "etaile" information on transaction reasons.

• During ob)ect import it is not only possible to post normal "epreciation but also change net *alue

transaction.

• Ge report is a""e" ith acuisition an" "isposal transactions hich are sorte" an" summe" by

transaction reason.

•  Alternati*e posting metho"s a*ailable for "isposal postings %Sell>Scrap&.

-8ect Regist!ation a!d Repo!t : $he report consists of three le*els or pages2 one ith acuisition*alues2 one ith accumulate" "epreciation *alues an" one ith notes connecte" ith the ob)ect.In some countries2 this report is necessary from a legal point of *ie. For all countries2 this report gi*esfull information about an ob)ect gathere" together in one place.

-8ect (!ansaction ("pe Repo!t : $his report can be use" for "isplaying information hich pre*iouslyonly as a*ailable in "ifferent places in the application2 e.g. balances an" transactions for each ob)ect.

Foundation; Financials hanges in 7.3

Amounts in <o!ds : An amount in letters %or"s& can be printe" on the folloing "ocuments in theselanguages English2 <erman2 French2 Spanish an" (olish; ,ustomer r"er In*oices2 ,orrection In*oicesan" In*oices for (repayment2 Instant In*oices an" ,orrection Instant In*oices2 Supplier In*oice

Enclosures2 ,ustomer (ayment eceipts2 ,ustomer (ayment Document (roposal %0ills of E6change&2Supplier ,hec#s2 ,ash 0o6 eports2 $a6 ithhol"ing ,ertificate eports2 Deferre" ,hec#s2 Spanish,ustomer 0ill of E6change2 an" Spanish ,ustomer Document (roposal. $he printout of the amount inor"s is optional an" is "efine" per ,ustomer In*oice $ypes2 Supplier In*oice Enclosure Gumber Seriesan" (ayment Document $ypes.

ontacts Added to ustome! and Supplie!  : ,ontacts %physical persons& are separate" from thegeneral communication metho"s %sitchboar" numbers2 a""resses2 etc.& in the customer an"supplier recor". <eneral communication metho"s shoul" still be entere" as a communication metho"hile contacts shoul" be entere" in a separate tab. For each contact line in the ,ontact tab you can ha*eone *alue for phone2 one for fa62 one for e:mail2 an" so on for all ays of communication. In the ,omm.Metho" tab2 you must create one line for each ay of communication. $he base for a contact is alays a

(age 14 of !1

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IFS Major Functional Enhancements betweenIFS 2004 - IFS Apps 7.5

person recor" in IFS>Enterprise. $his ensures that contact "ata li#e phone numbers2 a""resses2 etc.2 onlye6ist in one place2 an" thereby that the contact "ata is accurate an" the same in all places here thecontact is being use". E.g.2 the same person can be connecte" as a contact to one or many customersan">or suppliers. $he actual contact connection is ma"e from the customer or supplier recor". $hecontact "oes not necessarily ha*e to e6ist in the person recor". Hou can enter a ne contact in the

customer or supplier recor"2 an" hen sa*ing your entry2 a person recor" is create". A "uplicate chec# isrun toar"s the person recor" hen sa*ing the entry. In a supplier or customer recor" you can both ha*ea general primary an" secon"ary contact2 as ell as a""ress:specific primary an" secon"ary contacts.

Single Eu!o $a"ments A!ea Suppo!t : SE(A consists of an agreement beteen all / E? countries an"Goray2 Icelan"2 Sit7erlan" an" =ichtenstein. Euro payments un"er the SE(A scheme ithin this areaill be treate" as "omestic payments2 regar"less of if the payment is "omestic or cross:bor"er.

Inte!national Financial Repo!ting Standa!ds 4IFRS5 Suppo!t 6 $o be compliant ith the IFS an" other 

stan"ar"s relate" to in*entory *aluation the IFS stan"ar" relating to accounting treatment for in*entories%IAS:& states that in*entories are measure" at the loer of cost an" net reali7able *alue %GC&. IFSpro*i"es a "ynamic solution that enables users to create "ifferent comparators on in*entory part le*el.

(age 15 of !1

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IFS Major Functional Enhancements betweenIFS 2004 - IFS Apps 7.5

$istribution Enhancements

New in IFS Apps 7.0

%ist!iution -!de!s : A Distribution r"er lin#s or"ers un"er a common reference for inter:sitemo*ements an" stoc# balancing2 for e6ample beteen Gational an" =ocal Distribution arehouses.Multiple internal or"ers can be consoli"ate" un"er a single Distribution r"er reference for easiermanagement an" control of multiple inter:site "eman"s2 for e6ample here a range of "ifferent stoc#items are being transporte" together beteen sites for similar "eli*ery "ates.

• Hou can plan mo*es beteen sites ell ahea".

• Hou can re:plan mo*es beteen sites hene*er 

necessary.

• $he stan"ar" reser*ation an" shipment processes are use" on supply site. (ersonnel shipping goo"s

ill use the same2 consistent2 interface for all "ispatches hether for an e6ternal customer or"er orfor a "istribution or"er.

  $he stan"ar" goo"s receipt process is use" on the "eman" site. (ersonnel recei*ing goo"s ill use

the same2 consistent2 interface for all receipts hether from an incoming purchase or"er or from a"istribution or"er.

andle $a!ts in (!ansit @ $his functionality is use" hen parts are mo*e" beteen sites that belong tothe same company2 using internal purchase an" customer or"ers or "istribution or"ers. hen parts are"eli*ere" on internal , they are mo*e" into a transit ob)ect that is one" by the recei*ing site.=ot>batch2 serial2 >D> an" e6piration "ate is #ept intact throughout the mo*e. $he in*entory *alue isalso #ept intact an" poste" on M3 accounts. Its *isible as parts in transit on the in*entory *aluationreport.

(age 1+ of !1

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(age 1/ of !1

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IFS Major Functional Enhancements betweenIFS 2004 - IFS Apps 7.5

Multi6site apailit" hec1 @ $his pro*i"es the ability to calculate a "eli*ery "ate base" on a multi:site2multi:le*el analysis of material as ell as capacity throughout the hole supply chain.

• (ro*i"es the ability to gi*e the customer a more realistic "eli*ery "ate

• ,onsi"ers all sites in the supply chain

• ,onsi"ers actual or# loa" on critical or# centers

• Supports companies or#ing ith sales sites as ell as manufacturing sites in a multi:site

en*ironment

• ,an be "one manually or automatically

• hen the customer or"er is release"2 all necessary or"ers can be create" an" release"

throughout the hole supply chain

Inte!6site $!o&itailit" Anal"sis : $his is base" on internal customer or"ers "eli*ere" to other sitesbelonging to the same company as the supplying site. $ransactions an" postings are create"automatically hen internal customer or"ers are "eli*ere" to other sites ithin the same company.,ustomer or"er line price at the time of "eli*ery is use" for the supply sites internal re*enue. $he internalre*enue is poste" as an internal purchase e6pense on the "eman" site. Also the parts in*entory *alue onthe supply site is poste" as the internal cost of sale. $he same cost of sale is also poste" on the "eman"

site as an internal cost of sale recei*e" from other sites. In case internal price postings nee" to becorrecte" this is easily "one on all internal "eli*eries an" returns. $o analy7e the inter:site profitabilityposting control an" the report generator is use".

$a!ts ost %etails : $he in*entory part unit cost can be bro#en "on into "etails. Each "etail can be"efine" ith a cost type %e.g. material2 labor2 "eli*ery o*erhea" etc& an" ,ost Source hich is the sourceof the cost "efine" in "ifferent ays "epen"ing on the company. $he cost source for labor is normally a"epartment performing or# an" for material the source coul" be a grouping of parts into "ifferentcategories. All in*entory transactions ill consi"er the cost "etails an" it is possible to financially controlthe postings base" on the cost type an" cost source. $his ill ma#e it possible to see ho much of yourin*entory *alue or cost of sol" goo"s are purchase" material an" ho much is or# performe" by yourcompany.

(age 1' of !1

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IFS Major Functional Enhancements betweenIFS 2004 - IFS Apps 7.5

ondition ode on Invento!" $a!t 6 ?ser:"efine" *alues for con"ition co"es that can be use" to specifythe con"ition of parts in "istinct lots>batches an" of in"i*i"ual serial:han"le" parts. E6ample *alues;Gormal2 Ge2 ?se"2 e:manufacture"2 ?nser*iceable. $his pro*i"es an a""itional le*el of "efining2trac#ing2 an" "ifferentiating parts ith the same part number.

Multiple )nit -& Measu!e : $his functionality ma#es it possible to enter uantities in another ?nit ofMeasure than the one specifie" for the In*entory (art2 by specifying a con*ersion factor or by usingformulas.

• Fle6ible Sales ?nit

o Ma#es it possible to sell the same parts in "ifferent units

e.g. to sell in meter2 "ecimeter2 foot2 inches etc

• Carying -an"ling ?nit

o Ma#es it possible to recei*e a part in one unit an" later on use it another 

e.g. to recei*e in liter2 "eciliter2 bottles2 gallons etc an" use in e.g. #g

• -an"ling of Multi"imensional (arts

o Ma#es it possible to enter se*eral *ariables for specifying the ty

e.g. to use a formula ith entere" *ariables2 for instance2 to enter Juantity2 =ength an"Diameter to calculate poun"s %lb&

atch )nit @ ,atch ?nit %,atch eight& functionality is use" to "ynamically calculate the pricecon*ersion factor base" on the currently "eli*ere" In*entory an" ,atch uantities.

•  A typical e6ample is fro7en chic#ens2 hich are store" in pcs but price" in lbs.

• Each recei*e" lot>batch is reporte" in pieces an" lbs2 an" hen the lot>batch is sol"2 the system

also #nos the e6act eight of this "eli*ery2 hich ill be use" to calculate the price.

Shipment / Ge Shipment functionality has been a""e" hich replaces the pre*ious (ac#ageCerification functionality. $he ne shipment functionality impro*es support for the shipping process an"enables han"ling an" pac#aging structures to be create" that reflect the actual structure of the shipment.$his inclu"es the ability to create han"ling an" pac#ing units2 recor" pac#age eights2 an" etc. Agraphical representation is pro*i"e" for easy *ieing. $his ne functionality ma#es shipping a moreautomatic flo an" can be use" for the ne Distribution r"ers as ell.

(age 1! of !1

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IFS Major Functional Enhancements betweenIFS 2004 - IFS Apps 7.5

$a!t -wne!ship : $he part onership feature offers the ability to manage an" trac# in*entory thatbelongs to *arious customers an" suppliers2 transfer onership of in*entory to an" froma customer or supplier2 use an in*entory *alue of 7ero for e6ternally:one" stoc# that is customer:one"or supplier:loane"2 e6clu"e customer:one" an" supplier:loane" stoc# from in*entory *aluation2in*entory part statistics2 purchase pricing2 an" planning calculations

Mate!ial Review Boa!d 4MRB5 Imp!ovements @ Ge functionality.

• (arts can be submitte" to the M0 from In*entory (art in Stoc#2 (urchase eceipts an" Shop

r"er Material as ell as Shop r"er or# in (rocess.

• $rac#e" parts2 serial or otherise2 continue to be trac#e" in the M0 ,ase.

• Disposition is no longer limite" to ?se As Is or Scrap. Any possible "isposition2 such as reor# or 

return to *en"or2 can no be performe".

• Multiple2 separately i"entifie"2 inspections can be manage" from the M0 ,ase on a specific part

or group of parts before a "isposition is i"entifie".

ont!act Management :Sales ,ontract Management pro*i"es lifecycle management of a sales contractfrom bi" an" ten"ering through completion an" han"o*er. It contains functionality for payment terms2mar#:up an" retention rules2 contract re*isions inclu"ing baseline control2 an" contract status ith stage"

or#flo an" "etaile" change history logging. It also has lin#s to pro)ects on a granular le*el inclu"ingcost roll:up from pro)ects. $he component also inclu"es Application for (ayment functionality2 hichhan"les a cumulati*e *aluation payment process by hich the company applies for money on a regularbasis base" on or# progress. It #eeps control of "efine" mar#:up an" retention rules2 certificates an"payments.

 

(age 9 of !1

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IFS Major Functional Enhancements betweenIFS 2004 - IFS Apps 7.5

ustome! -!de! Invoicing @ A number of enhancements ha*e been a""e". Some of those inclu"e A"*ance In*oice2 In*oice (repayment2 an" a ne ,orrection In*oiceL all in a""ition to in*oice layoutenhancements.

Advance Invoice Enhancements : hen creating an a"*ance in*oice2 the amount for hich the in*oice

can be create" is "etermine" by e6isting a"*ance in*oices an" also e6isting "ebit in*oices for "eli*ere"goo"s in relation to the "efine" base for a"*ance in*oices. 0y intro"ucing ne fiel"s for A"*ance In*oiceMa6 Alloe" Amount an" 2 the user is no automatically presente" ith the remaining ma6imumamount an" consi"ering e6isting in*oices.

Invoice $!e6$a"ment : (ro*i"es the ability to create an in*oice for the recei*e" prepai" amount for acustomer or"er2 ith accurate ta6 han"ling %not to be confuse" ith A"*ance In*oice&.

o!!ection Invoice : A correction customer in*oice replaces the pre*ious in*oice by containing to typesof lines2 one cre"it an" one "ebit for each "ebit line of the reference in*oice. $he pre*ious in*oice can bea normal "ebit in*oice2 a "ebit collecti*e in*oice or a correction in*oice %you can correct a correctionin*oice&.

Sel&6Billing : $he Self:0illing functionality is here the customer sen"s in*oice information to the supplier i.e. the customer self:bills himself. E*aluate" eceipts Settlement %ES& is basically the same as Self:0illing. ES is the term use" in the ?S. B:IGC is the term for this in Bapan.

• 0oth customer an" supplier can minimi7e the time spent on a"ministration of in*oices.

 

$he customer "oesnt ha*e to manage any in*oices from the supplier.

• $he supplier "oesnt ha*e to communicate any in*oices to the customer.

• ,omplete incoming self:billing flo can be manage" automatically or manually.

• In the incoming self:billing flo prices can be up"ate" automatically or manually.

• Follo up on monitore" price an" uantity "e*iations.

(age 1 of !1

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IFS Major Functional Enhancements betweenIFS 2004 - IFS Apps 7.5

New in IFS 7.3

E#tended Field +engths : E6ten"e" customer2 supplier2 an" forar"er ID to 9 characters2 a""ress ID to59 characters2 e6ten"e" part "escription to 99 characters %inclu"ing an e"itor for *ieing or e"iting thepart "escription&2 customer name in customer or"er can "isplay customer names ith up to 199

characters2 e6ten"e" a""ress name to hol" up to 199 characters.

=>0 %eg!ee ustome! 'iew oncept 6 (ro*i"es the en" user ith a in"o that acts as a hub forse*eral customer processes. $his in"o can be use" by all users intereste" in a complete customer*ie.

• <i*es an o*er*ie using e6isting summary information from the financial2 "istribution an" ser*ice

components.

• $his means that the same functionality an" the same options are a*ailable as hen opening the

same in"o from the Ga*igator.

• Summari7es some of the most important transactions2 li#e sales uotations2 customer or"ers2

or# or"ers2 an" cases2 hich occurre" for the selecte" customer.

• (ossibility to "irectly create a ne sales uotation2 customer or"er2 return material authori7ation2

or# or"er2 support issue2 or case2 by using the customi7e" button for uic# entries in the

Summary  tab.• (ossibility to set a sa*e" uery as a filter con"ition to be use" hen a tab is populate". $his

results in that only rele*ant "ata is "isplaye" hen acti*ating a tab.

(age of !1

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(age 3 of !1

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IFS Major Functional Enhancements betweenIFS 2004 - IFS Apps 7.5

Mass !eate $a!ts 6 For companies that ha*e many parts2 many sites an" short pro"uct life cycles2 it is*ery time:consuming an" ineffecti*e to manually enter each part per site. $he ability to Mass ,reate(arts2 by using an assortment an" a site cluster2 ill "ramatically facilitate the part:per:site creationprocess for these companies.

• e"uces the amount of or# spent on part creation to a minimum.

• (ro*i"es an ability to centrali7e the initial set up of all parts.• e"uces the ris# of inconsistent "ata beteen sites since the "ata is initiali7e" from a single

source.

)ni&ied Invento!" )nit o& Measu!e @ Supports the usage of "ifferent Systems of Measurement2 li#e theMetric System %typically meter an" #g& in Europe an" ,ana"a2 an" the English System %typically foot an"poun"& in the ?.S. Each site can or# ith the in*entory uantities in the preferre" unit of measure.

• Ma#es it possible to use "ifferent units of measure for the same in*entory part on "ifferent sites.o Manages the con*ersion of uantities an" prices hen mo*ing the same part beteen

"ifferent sites.o Cerifies that the entere" units of measure are ithin the same base unit2 e.g. length or

*olume2 thus ensuring there is a con*ersion factor beteen the "ifferent units.

• e"uces error hen entering con*ersion factors in the (rocurement an" Sales flos.

o (ro*i"es automatic retrie*al of the "efault con*ersion factor hen mo"ifying the

purchase2 sales2 or price unit of measure on the purchase part or sales part.o ,on*ersion factors beteen the "ifferent units of measure are retrie*e" from the Units of 

Measure in"o in IFS>Application Ser*ices2 as "efine" at installation of the IFS Applications.

ent!alied $a!t %esc!iption 6 ne centrali7e" part "escription for selecte" parts an" sites;

• Simplifies up"ates of part "escriptions.

• Sa*es time hen up"ating part "escriptions in one place.

• Minimi7es confusion by using the same part "escription in all flos.

•  Allos part "escription translation accor"ing to the user:selecte" session language.

• Facilitates entry of a ne in*entory part that has not yet been entere" in the (art ,atalog.

• Some (art ,atalog settings can be specifie" "irectly from the In*entory component. A "ialog bo6

opens hen sa*ing the ne in*entory part.

(age 4 of !1

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(age 5 of !1

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IFS Major Functional Enhancements betweenIFS 2004 - IFS Apps 7.5

Multiple %elive!" -ve!heads : *erhea" costs in purchasing are "efine" per ob)ect2 cost element an"cost set. It is possible to "efine the time inter*al for hich the o*erhea" is *ali". Multiple "eli*eryo*erhea"s are supporte" inclu"ing2 percentage of planne" purchase price2 latest purchase price2 a*eragepurchase price2 estimate" material cost per cost set or fi6e" cost per in*entory unit2 per or"er si7e2 or pereight unit in in*entory part.

Sales -ve!head osts : In the sales process there are a lot of "ifferent costs that are not "irectlyconnecte" to the sales parts2 for e6ample2 mar#eting costs2 or"er a"ministration costs2 pac#aging costs2etc. Hou can no inclu"e these o*erhea" costs in the part cost structure an" financially boo# these costsseparately hen parts are "eli*ere". $he sales o*erhea"s coul" be registere" as general sales o*erhea"*ali" for all or a group of parts or part:specific o*erhea"2 "efine" per each in*entory part.

(age / of !1

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IFS Major Functional Enhancements betweenIFS 2004 - IFS Apps 7.5

(wo6Stage $ic1ing @ It is no possible to perform the pic#ing process in to stages; pic#e" goo"s aretransferre" to a pac#ing station %shipment in*entory& here the pac#ing process base" on the "eli*erynotes.

• $his solution can be use" in parallel ith the e6isting solution for "eli*ering goo"s.

• (ro*i"es the ability to create an" print the "eli*ery note before the actual "eli*ery step has been

e6ecute" in the application.• $he "eli*ery can be reporte" in the system by rea"ing the barco"e on the "eli*ery note *ia a

barco"e scanner or manually.

• It is not nee"e" to print a separate "ocument for pac#ing such as pac# list2 re"ucing the number

of "ocuments printe" in this process.

Sc!ap &o! !edit at Receipt : (ro*i"es the ability to scrap for cre"it at receipt2 hich means that thefinancial bur"en is place" on the supplier.

•  Ability to create a replacement or"er for parts that are scrappe" for cre"it.

•  Ability to recei*e a cre"it in*oice for the scrappe" parts or an in*oice inclu"ing only the appro*e"

parts.

• Displays separate *alues for parts scrappe" for cre"it an" for parts scrappe" at ones on

e6pense in rele*ant in"os an" reports.

%ist!iution E6mailing Enhancements @ Enhance" e:mail functionality to sen" reports as (DFattachments in (urchasing an" ,ustomer r"er flos. ,o*ere" reports are;

• ,ustomer r"er ,onfirmation

• Sales Juotation

• (ro Forma In*oice

• ,ustomer In*oice

• euest for r"er Juotation

• euest for 0lan#et Juotation

• r"er Juotation e)ection =etter 

• 0lan#et r"er Juotation e)ection =etter 

• Supplier ,onsignment ,onsumption

%ist!iution Allocations 6 $his feature enables you to transfer multiple parts to multiple sites from acentral arehouse on a particular supply site. hen stoc# for a gi*en pro"uct range %stoc# #eeping unitan" their *ariants& is a*ailable in a central arehouse an" nee"s to be sent to multiple sites %sub"istribution points or main retail stores&2 this feature allos you to enter in"i*i"ual part uantities per sitefor multiple parts an" create "istribution or"ers for respecti*e "eli*eries.

• Facilitates a central planning process of stoc# a*ailability prior to a main e*ent2 e.g.2 a pro"uct

launch2 the beginning of a ne seasonal "eman" phase2 or seasonal>special promotions.

•  Allos supplies to be "istribute" centrally ithout ha*ing to ait for a "eman" or"er from the

recei*ing site.

• Juic# an" easy to select multiple parts an">or multiple sites in a single selection by using

assortments>site clusters.

ontact oncept 6 (ro*i"es a more streamline" solution for han"ling of contact information in thesupplier>customer recor".

• Separates contacts an" general communication metho"s.

•  Ability to connect se*eral ays of communication to a contact.

• Easy to maintain the contact information.

•  All contact information is gathere" in one place2 i.e.2 in the person recor".

• ffers the ability to use the same contact at many customers>suppliers.

•  Ability to ha*e both a general primary an" secon"ary contact2 as ell as a""ress:specific

contacts on a customer>supplier.

• 0uilt:in "uplicate chec# before sa*ing a ne contact>person.

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IFS Major Functional Enhancements betweenIFS 2004 - IFS Apps 7.5

•  Ability to e6ten" the contact concept in the future.

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IFS Major Functional Enhancements betweenIFS 2004 - IFS Apps 7.5

$lanning Netwo!1s : A (lanning Getor# lin#s multi Sites an" ,ompanies into a single entity. A Site cane6ist in more than one Getor# an" a Getor# can inclu"e Sites from more than one ,ompany. (artsthat are source" from an internal supply site in the planning netor# ill be a multi:site planne" part. %Itcan be supplie" e6ternally as ell.& nce the multi:site 0MNs sourcing rules are "efine"2 multi:site

planning can be performe". $he multi:site 0Ms are "efine" regar"less of the planning netor#s. $hesystem creates M( planne" or"ers for fulfilling "eman"s2 such as purchase or shop or"er reuisitions.$he system also offers suggestions on planning or"ers for optimal manufacturing consi"ering materiala*ailability. M( generates the "istribution or"ers for the "eman"s on the sites in the planning netor#.

 @Bloc1ed &o! )se Basic %ata : A 0loc#e" for ?se chec# bo6 has been intro"uce" on most Distribution8 Manufacturing person relate" basic "ata. It is still possible to process e6isting transactions hichcontain 0loc#e" for ?se "ata.o  Appro*er 

o  Authori7er 

o 0uyer 

o ,oor"inator 

o ,ost Estimator 

o Manufacturing Engineer 

o (lanner 

o J, Analyst

o econciler 

o euisitioner

o Salesman

o $echnical ,oor"inator

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IFS Major Functional Enhancements betweenIFS 2004 - IFS Apps 7.5

$u!chase Reuisitions : Ge client for o*er*ie of purchase reuisitions. From this in"o you canperform the folloing operations for one or se*eral purchase reuisitions; release planne" purchasereuisitions2 change release purchase reuisitions bac# to (lanne" status2 create pre:postings an" )umpto the "etail in"o. $his ma#es it possible to uery an">or group an" sum "ata for purchase reuisitionsan" pro*i"es the ability to manage se*eral purchase reuisitions at a time.

Stage $a"ments in $u!chasing @ $here are enhancements of e6isting functionality for milestones an"stage payments. An appro*e" stage payment is no a*ailable for supplier in*oice matching. Milestonesan" stage payments are more tightly combine"2 hich pro*i"es a better o*er*ie an" han"ling of thesefeatures. $he milestone template has been up"ate" so that it inclu"es stage payment information as ell.

$he financial follo:up an" trac#ing of stage payments is impro*e" an" co*ers the entire flo for bothin*entory an" non:in*entory parts.

(!ans&e! $u!chase %emand to Shop -!de! Reuisition  : (ossibility to transfer a "eman" from apurchase reuisition to a shop or"er reuisition. $his ne feature supports planners hen ma#ingma#e>buy "ecisions. It a""s a""itional fle6ibility to the functionality for manufacture">acuire" split byalloing a planner to ma#e changes hen reuisitions ha*e alrea"y been create". ,on*ersely2 it is alsopossible to transfer a shop or"er reuisition to (urchasing.

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IFS Major Functional Enhancements betweenIFS 2004 - IFS Apps 7.5

Invento!" $lanning and Replenishment o! I$R @ In /.5 S(5 the a""ition of In*entory2 (lanning an"eplenishment or I( functionality a""s the ability to easily "ifferentiate the "eman" an" calculationmo"els use" for planning parameters "epen"ing on the part characteristics. $he I( mo"elenhancements pro*i"e a state of the art library of "ifferent mo"els>ays of "etermine hen to place anor"er an" ho much to or"er. Forecasts from IFS Deman" (lanning are consi"ere" in the in*entory

replenishment functionality. $he calculation of planning parameters %safety stoc#2 or"er point an" lot si7e&is e6ecute" continuously hich gi*es uic# up"ates to consi"er any changes in "eman" pattern or basic"ata setup. $his ill lea" to more accurate in*entory le*els hich in turn ill re"uce the in*entory cost.

$he release" functionality consists of a number of ne features in IFS In*entory aime" at lettingcustomers of IFS replenish their in*entory le*els more accurately. An important part to ma#e the conceptor# is the I( Ser*er2 see conceptual mo"el belo in Figure 1. $his is a calculation engine inclu"e" inthe Deman" (lan Ser*er an" the result from the I( Ser*er calculations is ritten bac# into IFSIn*entory. Also the tra"itional IFS Deman" (lanning is inclu"e" in the concept to han"le the creation offorecasts to be use" by I(.

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Inventory PartIndata:

Demand Model !ransaction "istor

    #    o   r    e    c    a   s   t

$early prediction

IFS Major Functional Enhancements betweenIFS 2004 - IFS Apps 7.5

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IP% 

en&ine

 …

Outdata:

Safety stock Order point

Lot size

----------------------- Net order date

IFS Major Functional Enhancements betweenIFS 2004 - IFS Apps 7.5

Figure 1 ,onceptual Mo"el for In*entory (lanning an" eplenishment

Media +i!a!" @ In /.5 S(5 the Me"ia =ibrary ma#es it possible to attach an image or a small te6t %items&to specific IFS business ob)ects for further use in specific functional flos. All me"ia items are store" in

one central location. $he connecte" item can;• 0e printe" on sales reports if the user "eci"es to "o so.

• 0e *iee" an" accesse" for e"iting "irectly from e6isting client in"os2 li#e (art ,atalog2 *ia

the me"ia attachment pane.

• ,an be "isplaye" for the user in the me"ia *ieer to insure it is the correct pro"uct.

• 0e copie" an" share" beteen business ob)ects.

Me"ia library is a ne attachment function locate" in Application 0ase Setup an" can be use" by specificIFS business ob)ects from all functional areas in IFS application. Me"ia library is "i*i"e" in 3 basicfunctions;

• Me"ia item @ is the storage of me"ia items li#e images an" te6ts

• Me"ia library manager @ han"les the connection beteen the items an" the business ob)ects

• Me"ia attachment pane @ is here all items connecte" to a specific business ob)ect can be

*iee"

 A ne role2 Me"ia =ibrary2 e6ists that must be enable" an" connecte" to the users to be able to use thene me"ia pane. In the S(5 release of me"ia library2 items can be connecte" an" use" on + "ifferentbusiness ob)ects in 3 in"os. $he in"os are (art ,atalog2 ,onfiguration ,haracteristics an" 0ase(art e*ision.

• (art catalog recor" @ ne le*el2 part le*el. %0oth stan"ar" parts an" configure" parts&

• ,onfiguration characteristics %,$& @ le*els; ,onfiguration ,haracteristic ID an" ption *alue

• 0ase part re*ision %,$ parts& @ 3 le*els; (art le*el2 ,onfiguration ,haracteristics ID an" ption

*alue

Hou can for each item connection "eci"e if an" ho the item shall be printe". In the first release of me"ialibrary2 the print setup ill ha*e impact on the sales reports2 Sales Juotation an" ,ustomer r"er,onfirmation reports.

(he Media +i!a!" onl" wo!1s with the IFS Ente!p!ise E#plo!e! lient .

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IFS Major Functional Enhancements betweenIFS 2004 - IFS Apps 7.5

Manu!acturin% Enhancements

New in IFS 7.0

Alte!nate omponent : $he ne functionality intro"uce" in Alternate ,omponent in (lanning pro*i"esthe ability to i"entify an" use material substitutes. $his is an e6cellent tool for phasing in>out components.

• Easy to implement2 ith or ithout (DM ,onfiguration.

• (ossible to or# ith alternate components in early phases %(DM ,onfiguration&.

• $he M( calculation recogni7es alternate components in the netting process. M( calculation

i"entifies alternate components to use up2 before creating ne supply for the primary component.$he user is in control @ possible to choose if alternate components shoul" be inclu"e" or not.

• 0etter ability to i"entify an" use alternate components in Shop r"er.

• Deli*er the pro"uct ith the components your customer prefers.

op" $a!t %ata : $his ma#es it easier to copy part "ata. Hou can select hat "ata that shoul" be copie".Each IFS mo"ule manages an" maintains its on copy parameters.

• Facilitate copy of e6isting part "ata to another part or site.

• (ossible to copy from (art ,atalog2 In*entory (art2 Manufacturing Structures2 Manufacturing

outings2 (urchase (arts2 an" Sales (art.

• $he user selects hat to copy from a selection of parameters.

Multi6Site Bill o& Mate!ials : Defines Supply ,hain part connections in a multi:site en*ironment an" isuse" for multi site cost roll ups. Also supporte" are Ma#e>Acuire percentage split "efinitions an" a multi:site graphical *ie.

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Site

1

Site

2

Site

3

ompan" A ompan" B

Planning

Network II

Planning

Network I

IFS Major Functional Enhancements betweenIFS 2004 - IFS Apps 7.5

$!o8ect MR$ : (ro)ect M( pro*i"es the ability to use classic M( logic on each acti*ity in a pro)ect. $hishelps the planner to control ho an" hen pro)ect material shoul" be planne". It is possible to "efinestan"ar" planne" parts. Deman"s for stan"ar" planne" parts ithin the pro)ect acti*ity are passe" from(ro)ect M( to stan"ar" M(.

• (ro)ect in*entory is maintaine" ithin the pro)ect acti*ity.

• M( e6ception messages are generate" per acti*ity.• Stan"ar" planne" parts can be "efine" in (DM:,onfiguration an" transferre" to Manufacturing

0M.

• ption to e6ecute M( calculation from (ro)ect M( calculation.

• ,apacity euirements (lanning %,(& consi"ers the shop or"er reuisitions create" from

(ro)ect M(.

Multi6$!o8ect MR$ @ Multi (ro)ect M( pro*i"es the ability to plan multiple pro)ects in single M( run.

• (ro)ect In*entory is maintaine" across pro)ect acti*ities.

• euire" ne or"ers can be accumulate" on single pro)ect acti*ity. $his re"uces the amount of

a"ministration for creating or"ers.

• ?ser is still in control on the part transfer beteen pro)ect acti*ities.

$lanning Netwo!1 : $he planning netor# "efines hich sites ill be planne" together by multi:siteplanning systems. It "oes not "efine a seuence of planning or any sort of prece"ence relations beteensites. (lanning systems ill be able to plan all of the sites in a netor# at once an" thereby synchroni7ethe plans at the "ifferent sites in the netor# to impro*e the o*erall plan. $here are *ery fe restrictionson a planning netor#;

•  Any combination of sites can e6ist in a planning netor#.

•  A site can e6ist in more than one planning netor#

• $he sites in a planning netor# can be change" at any time

• $his ne feature ill or# in parallel to the e6isting stan"ar" process2 hich ill be unchange".

Multi6Site MR$ : Multi:site M( pro*i"es the ability to plan more than one site at a time by *ieing thestructure of parts in a group of sites as one single multi:site structure. A (lanning Getor# is "efine" toinclu"e sites to be planne" together in a single supply chain. Distribution r"ers are generate" to fulfill"eman"s passe" to internal supplying sites.

•  Allos planning of a multi:site structure in a single M( run.

• Distribution or"ers offer a streamline" or"er e6ecution flo for inter:site transactions.

•  Allos split:sourcing of "eman"s using Ma#e>0uy splits or internal supplier splits.

• M( can be run for a planning netor#2 but retains fle6ibility to run for single site.

  Multi:site planning logic is consi"ere" by Ge6t =e*el Deman" functionality as ell2 ith

"istribution or"ers create" instea" of the usual reuisitions or or"ers.

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IFS Major Functional Enhancements betweenIFS 2004 - IFS Apps 7.5

Multi6Site Maste! Scheduling : Multi:site Master Sche"uling pro*i"es the ability to plan the "eman" an"supply of master sche"ule" parts from one or more internal sites "uring a single:site master sche"ulingrun. Distribution r"ers are generate" to fulfill "eman"s passe" to internal supplying sites.

• Master Sche"uling still runs for single site2 as oppose" to multi:site M(2 hich runs concurrently

for a group of sites2 i.e. a (lanning Getor#.

•  Allos planning of "eman" an" supply from multiple internal sites in a single:site MasterSche"uling run.

• Distribution or"ers offer a streamline" or"er e6ecution flo for inter:site transactions.

•  Allos split:sourcing of "eman"s using Ma#e>0uy splits or internal supplier splits.

Multi6Site apailit" hec1 : A multi:site capability chec# pro*i"es the ability to calculate a "eli*ery "atebase" on a multi:site2 multi:le*el analysis of material as ell as capacity throughout the hole supplychain.

• (ro*i"es the ability to gi*e the customer a more realistic "eli*ery "ate.

• ,onsi"ers all sites in the supply chain.

• ,onsi"ers actual or# loa" on critical or# centers.

• Supports companies or#ing ith sales sites as ell as manufacturing sites in a multi:site

en*ironment.• ,an be "one manually or automatically.

 

hen the customer or"er is release"2 all necessary or"ers can be create" an" release"

throughout the hole supply chain.

Mate!ial onst!aints in BS @ $his a""e" functionality pro*i"es;

• $he ability to sche"ule shop or"er operations base" on the a*ailability of both resources an"

materials.

• Ma#es the pro"uction sche"ule more realistic.

• (ro*i"es a better shop floor e6ecution plan.

MRB Enhancements : Significant impro*ements ha*e been ma"e to impro*e Material e*ie 0oar"%M0& functionality.

• (arts can be submitte" to the M0 from In*entory (art In Stoc#2 (urchase eceipts an" Shopr"er Material as ell as Shop r"er or# In (rocess.

• $rac#e" parts2 serial or otherise2 continue to be trac#e" in the M0 ,ase.

• Disposition is no longer limite" to ?se As Is or Scrap. Any possible "isposition2 such as reor# or 

return to *en"or2 can no be performe".

• Multiple2 separately i"entifie"2 inspections can be manage" from the M0 ,ase on a specific part

or group of parts before a "isposition is i"entifie".

%"namic Sample Sies in the ont!ol $lans 6 Allos for the automatic a")ustment of the Sample Si7ehen the r"er Juantity is less than the ,ontrol (lan sample si7e. Cariable sample si7e an" samplefreuency triggers pro*i"es the ability to ha*e a more sophisticate" setup of the uality assurance "ata.

•  Allos a sample si7e base" either on a fi6e" uantity or a percentage of the recei*e">pro"uce"

uantity.• Sample freuency triggers can be "efine" an" connecte" to "ata points in the control plans for

shop or"er an" purchasing.

• (ro*i"es automatic creation of analyses in shop or"er an" purchasing.

• (ro*i"es possibility to get a notification %mail2 SMS2 etc& hen an analysis is create".

• Supports annually analyses for in*entory parts *ia the sample sche"ule for in*entory control

plans.

• Sche"ule" analyses for in*entory parts are create" automatically.

Manu&actu!ing Sc!ap : Enhance" functionality to scrap issue" components on a shop or"er2 apply thei"entifie" scrappe" component uantity to the planne" scrap2 an" a")ust the total uantity reuire" if the

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IFS Major Functional Enhancements betweenIFS 2004 - IFS Apps 7.5

uantity of component material scrappe" e6cee"s the original planne" scrap uantity. $his as "one toclearly i"entify an" account for the scrap of components against a Shop r"er.

Manu&actu!ing Mate!ial isto!" : Manufacturing Material -istory #eeps all the history logs of materialtransactions performe" in Shop r"er an" (ro"uction Sche"uling.

• It allos the user to *ie the "etaile" material history logs in manufacturing2 per or"er2 per part2per site etc.

%-$ Imp!ovements : $he D( Impro*ements an" Simplifications ma#e the use of D( easier an"pro*i"e the ability to ma#e a")ustments after a D( structure is release" ith the changes propagate" tothe pegge" supply or"ers.

• (ropagate the cancelation of a customer or"er line to D( or"ers an" their pegge" supply

or"ers.

• (ropagate a configuration change for a customer or"er line to D( or"ers an" their pegge"

supply or"ers.

• (ropagate a configuration change for a customer or"er line to its pegge" shop or"er.

•  Allo structure an" routing changes to the D( structure after release ith propagation to

pegge" supply or"ers.

• Enhance the peg an" un:peg functionality by ma#ing it possible to peg "ifferent supply or"er

types to D( or"ers2 manually peg e6isting supply or"ers to D( or"ers2 un:peg all supplyor"ers in a D( structure or branch.

• Ma#e the elease option a*ailable for the D( hea"er hene*er there are any unrelease" D(

or"ers to facilitate the release of these or"ers at one time.

• Specify auto:netting for a D( part an" incorporate netting as part of the elease process.

•  Allo the ability to split a shop or"er pegge" to a D( or"er.

• Incorporate D( "eman" ith nette" in*entory supply ithin the In*entory (lanning ueries.

• Display only pegge" D( or"ers as the "efault in the <antt chart an" D( structure *ies.

• Ma#e it possible to automatically close D( or"ers an" the D( hea"er.

•  Allo the ability to un:peg a shop or"er from a customer or"er line.

•  Allo the ability to un:peg a purchase reuisition or purchase or"er from a customer or"er line.

In ma#e:to:or"er an" configure:to:or"er en*ironments2 the D( ,hange Management features impro*ethe co:or"ination beteen customer or"er lines2 D( or"ers an" supply or"ers.

•  A "ue "ate change for a customer or"er line may be propagate" to D( hea"ers2 the D(

or"ers an" supply or"ers.

•  A uantity change for a customer or"er line may be propagate" to D( hea"ers2 the D( or"ers

an" supply or"ers.

•  A uantity change on pegge" or"ers may be propagate" to D( or"ers.

•  A "ate change on pegge" or"ers may be propagate" to D( or"ers.

•  Any "ate or uantity "ifferences beteen supply or"ers an" "eman" or"ers cause automatic

alarms to be generate".

•  Any scrapping or substitute part receipts for supply or"ers cause automatic alarms to be

generate".

-utside -pe!ation Bac16Flushing : utsi"e operation bac# flushing enhances outsi"e operationprocessing ith features to ma#e it easier to setup outsi"e operations an" options to automate outsi"eoperation reporting.

• elate a supplier to an outsi"e or# center.

• ,reate an outsi"e op item hen entering an operation using the supplier associate" ith the

outsi"e or# center.

• elease the outsi"e operation to a purchase reuisition2 planne" purchase or"er or release"

purchase or"er base" on a setting the utsi"e p. Supply $ype setting on the outsi"e operation.

• Set outsi"e operations so that the Ship I( to Supplier acti*ity can be bac#flushe" hen

performing the purchase or"er arri*al.

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IFS Major Functional Enhancements betweenIFS 2004 - IFS Apps 7.5

• Set outsi"e operations so that the Ship I( to Supplier an" purchase or"er arri*al acti*ities can

be bac#flushe" hen reporting uantity complete for the outsi"e operation.

• ith the setting to bac#flush Ship I( to Supplier an" purchase or"er arri*al2 outsi"e operations

can be bac#flushe" at the time of shop or"er receipt.

Shop -!de! ost andling : Manufacturing changes to support impro*e" cost han"ling pro*i"es theability to better i"entify2 trac# an" follo:up costs.

• epetiti*e (ro"uction receipts can no be ma"e for manufacture" parts ith an in*entory

*aluation metho" of eighte" A*erage

• Scrap of I( %or# in (rogress& for shop or"ers is no scrappe" at a more appropriate *alue

base" on estimate" cost at operation instea" of at full in*entory *alue.

• Shop or"er in*entory receipt an" scrap of I( transactions are re*alue" base" on manufacturing

costs at close of shop or"er through support of eighte" A*erage an" cost per serial in*entory*aluation metho"s for manufacture" parts. $he ability to re*alue these transactions on "eman"base" on current manufacturing costs on open shop or"ers is a*ailable to re*alue shop or"ersopen "uring perio":en" reporting.

• $he *aluation of pro"ucts recei*e" on a shop or"er can be "etermine" by using "istribution of the

costs beteen the manufacture" pro"uct an" the by:pro"ucts instea" of alays using stan"ar"cost for by:pro"ucts.

• In or"er to maintain the appropriate costs hen splitting shop or"ers2 it is possible to split a shop

or"er2 transfer issue" an" reser*e material as ell as machine an" labor reports. $his ill allo asplit shop or"er to be in the state of Starte" after the split.

• ,ontrol hen an" ho often shop or"ers are reopene" to apply operation reports *ia Shop Floor

eporting.

ont!ol $lan Anal"sis (!igge!  : Most in"ustries ha*e the nee" to lessen the freuency of inspectiono*er time as the supplier or manufacturing process impro*es. $his can no be "one "ynamically ith nelogic on the ,ontrol (lan that ill trigger creation of an Analysis.

Man"atory ,ontrol (lan

• (ro*i"es functionality for "efining if it shoul" be possible to ma#e a purchase receipt or release a

shop or"er ithout ha*ing an acti*e control plan connecte" to a part.

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IFS Major Functional Enhancements betweenIFS 2004 - IFS Apps 7.5

• It is also possible to set up hether it shoul" be man"atory to confirm analysis results prior to

receipt of an or"er. $his ill secure that analysis are performe" an" confirme" before an" or"ercan be recei*e".

Dynamic ,ontrol (lan

• (ossible to a""2 inclu"e or e6clu"e "ata points connecte" to a specific shop or"er.

• (ossible to cancel uncomplete" "ata points.

• Easier han"ling "ue to increase" f le6ibility hich better supports the "aily or# ith control plans.

+ean Manu&actu!ing Imp!ovements 6 =ean manufacturing techniues are primarily concerne" ith theelimination of aste. (ro"uction line management offers features use" for planning an" e6ecuting tomeet specific "eman" le*els base" on a pull signal2 not push forecasting.

• $a#t time calculation :: ,alculation of ta#t time is a form of pro"uction planning performe" on a

perio"ic basis as o*erall "eman" for pro"ucts fluctuates. $he a*erage "eman"s for line pro"uctsare monitore"2 factore" into the calculation2 an" then the resulting figure is use" to establish apro"uction line run rate.

 

=ine balance ueries :: An e6tension to ta#t time calculations2 tools to compare ta#t times to

*arious routing operation setups.

  Sche"ule <eneration @ etrie*e "eman"s for a time frame2 then generate an" massage

propose" sche"ules to meet the "eman"s using a *ariety of choices to le*el the sche"ule. hensatisfie"2 confirm the propose" sche"ules as the ne actual sche"ule.

• Deman" (ull @ Automatically generate pro"uction sche"ules upon release of customer or"ers2 a

signal to the pro"uction floor to respon" to ne "eman"s.

• <raphical "isplays @ 0ar chart "isplays to compare "eman" uantities2 propose" pro"uction

sche"ules2 actual pro"uction sche"ules. Also simple loa" chart base" on propose" or actualsche"ules is a*ailable.

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IFS Major Functional Enhancements betweenIFS 2004 - IFS Apps 7.5

Canan Imp!ovements : Significant impro*ements ha*e been ma"e to streamline an" enhance Kanbanfunctionality.

• Kanban "eman" can be calculate" "irectly for finishe" goo"s base" on Sales Juotations 8

,ustomer r"ers or ,ustomer Sche"ules 8 ,ustomer r"ers.

• Kanban car"s can be reuse" after they ha*e been ta#en out of circulation.

• (urchase or"er receipts can be performe" base" on the Kanban ,ar" that generate" the

purchase or"er using barco"e scanning or manual entry of the car" number.

• =ess manual inter*ention is reuire" to process Supplier Kanban ,ircuits.

Shop -!de! -ve!head and -the! Rates 6 A ne ay of calculating labor an" o*erhea" cost for shopor"er operations is implemente" that is base" on an employee hourly rate an" o*erhea" cost "efine" for"ifferent cost sources. $his ill gi*e a more accurate an" actual cost for labor. $he implemente" solutioninclu"es the folloing features;

• $he use of cost source increases fle6ibility an" accuracy in han"ling of labor an" o*erhea" cost.

• Simplifie" han"ling of cost source for en" user by using "efaulte" *alues for cost source.

• $he en" user can easily change "efault *alues for cost source in all the "ifferent clients a*ailable

such aso $ime ,loc#

o $ime ,ar" Day

o Man peration -ours

o $ime egistration %$ime Management&

(ossible to separate labor an" o*erhea" cost han"ling for contract labor from internal employees.

%emand $lanning Imp!ovements : (ossible to ha*e multiple scenarios for a part or group of parts.

• Easier to "o hat if scenarios ith multiple regression ithout affecting the main forecast.

• E.g. orst case2 best case2 most li#ely case.

• Ge cannibalism functioncomputes the anticipate" effect that increase" or "ecrease" sales for

a part ill ha*e on other parts.

• Impro*e" bu"get management.

• hen bu"get is entere" at group le*el %after the reference is set& each part ill get a bu"get that

reflects the parts historical sales.

• 0etter bu"get part by part than the ol" ay of "istributing it e*enly.

• Impro*e" spee".

isto!ical %emand Impo!t &o! %emand $lanning : Ma#es it easy to manually enter sales "ata from ol"systems an" combine them ith ne transactions from IFS Applications for usage in IFS Deman"(lanning.

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IFS Major Functional Enhancements betweenIFS 2004 - IFS Apps 7.5

New in IFS 7.3

E#tended Field +ength $a!t %esc!iption : $he fiel" length is e6ten"e" from 35 to 99 characters. $hisis *ali" for2 for e6ample2 in*entory parts2 sales parts2 purchase parts2 engineering parts2 ob)ects inmaintenance2 part catalog parts. An e"itor is a*ailable for *ieing or e"iting the part "escription. Most of

the reports ha*e been mo"ifie" to sho the full part "escription.

omponent +ot Rule @ $his feature "etermines hether the lot:trac#e" components shoul" be issue" or reser*e" from only one lot>batch or from multiple lots>batches. $his pro*i"es an option for customers hoant multiple le*els of traceability ithout the strict uantity enforcement an" rigi" processing stepsreuire" by multi:le*el trac#ing.

Multiple %elive!" -ve!heads : (ro*i"es a fle6ible solution for setting up an" maintaining "eli*eryo*erhea" costs.

• (ossible to set up combinations an" hierarchies of "eli*ery o*erhea"s.

• <i*es the ability to "efine "ifferent "eli*ery o*erhea" costs per part ithout creating one uniue

cost template per each part.

Sales -ve!head osts : $he ability to use sales o*erhea" in the part cost calculation an" in the postingof ,<S %,ost of <oo"s Sol"& gi*es se*eral a"*antages in the pricing an" cost follo up areas;

•(ossibility to generate an" re*ie a total part cost2 inclu"ing sales o*erhea"s2 in costing. $hisgi*es you a more complete picture of the total cost for pro"ucing>buying an" selling a part an"this ill help you hen ta#ing strategic "ecisions. $his ill both help you or# ith pricing issues2but coul" also be useful hen setting the mar#eting bu"gets etc.

• $he sales o*erhea" costs are poste" as a part of ,<S2 using separate posting types. $his

gi*es the possibility to follo up on these figures in general le"ger.

lose (ole!ance 6 It is no possible to set up close tolerance for all shop or"ers that are create" for amanufacture" part. $his tolerance is set in the In*entory (art>Manufacturing tab an" the *alue ill becopie" to the shop or"er hen the or"er is create".

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IFS Major Functional Enhancements betweenIFS 2004 - IFS Apps 7.5

$a!t6onnected *ene!al and Mate!ial -ve!heads : $he costs "efine" per part is lin#e" to the part cost*ia a user:"efine" cost element set up as a part specific o*erhea" cost element. $his is "one byconnecting the user:"efine" element to one of the ne system:generate" elements 591 @ Material*erhea" $rigger2 or 59 @ <eneral *erhea" $rigger.

$he actual o*erhea" costs are then "efine" per part2 cost element2 an" cost set. Hou can use timeinter*als to phase in an" out "ifferent costs. $hese o*erhea"s coul" be registere" as;

• (ercentage of the total part cost.

•  A fi6e" *alue per unit.

•  A fi6e" *alue per batch>or"er.

•  As a fi6e" rate per eight unit in in*entory part.

 A cost calculation must be performe" an" copie" to cost set one for the part specific o*erhea" costs to beeffecti*e. It is possible to combine the ol" ay of "efining general an" material o*erhea"s ith the partspecific o*erhea"s. A feature has also been a""e" to mass up"ate part specific o*erhea" costsconnecte" to a single or set of in*entory parts. Hou coul" up"ate the o*erhea" costs either by apercentage or ith a fi6e" *alue.

%emand $lanne! ampaign andling 6 (ro*i"es a more fle6ible an" accurate planning of campaigns.• Ma#es it possible to start an" en" a campaign on any "ate.

• $he forecast perio" can be selecte" in"epen"ent of the normal campaign perio". E6ample;

Ma#es it possible to ha*e month as the forecast perio"2 an" run ee#ly campaigns.

• $he planne" campaign uantity ill only increase the forecast "eman" "uring the actual

campaign perio".

• $he stoc# le*els ill only increase "uring the actual campaign perio".

!ew Sie &o! Each Repo!ting -ccasion 6 $he cre si7e may be uniue for each reporting occasionan" can be "efine" an" sa*e" on the labor transactions hen reporting from;

• Shop r"er peration eporting

• or# ,enter peration eporting

• Dispatch =ist

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IFS Major Functional Enhancements betweenIFS 2004 - IFS Apps 7.5

Availailit" hec1 &o! a Set o& $lanned Shop -!de!s : ?sing the A*ailability ,hec# logic2 for one ormore (lanne" Shop r"ers2 you can no select a set of (lanne" Shop r"ers an" ha*e the systemchec# component a*ailability for all selecte" shop or"ers.

Imp!ovements to Shop -!de! Mate!ial $lanning : $here has pre*iously been no function to analy7e if ashop or"er has one or more components ith shortages using a classical pro)ecte" on:han" analysis. Ane *er*ie @ Shop r"er Material (lanning in"o has been implemente".

(age 4+ of !1

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IFS Major Functional Enhancements betweenIFS 2004 - IFS Apps 7.5

Enhanced %ispatch +ist @ $he pre*ious "ispatch list is no replace" ith a ne2 user frien"ly "ispatchlist ith the folloing functionality a""e";

: change of reporting person2 filters connecte" to person ID to customi7e client "ata: "ifferent colors shoing current operation status %set:up2 pro"uction2 interruption&

: simultaneous start an" stop of multiple operations: reporting of interruption in pro"uction2 reporting of component scrap: cloc#ing functionality connecte" to calen"ar : creation of Kanban replenishment: "ocument button lights up hen "ocuments are attache": touch:screen support

Inspection Sign -&&  : Ge logic pre*enting an operation from being close" if one or se*eral subtas#sith Sign ff set to Oeuire" yet not has not been performe". $his also pre*ents the shop or"er frombeing close" if not all subtas#s ith Inspection Sign ff set to Oeuire" yet has been performe". Alsoa""e" possibility to perform an" re*o#e subtas# sign offs an" inspection sign offs from the <ui"elinestab in the Dispatch =ist.

(age 4/ of !1

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IFS Major Functional Enhancements betweenIFS 2004 - IFS Apps 7.5

(- omination (ales @ eturn *alue results that *ary "epen"ing on combinations of configuration*alues. $his enables con"itional processing logic in bac# office actions re"ucing maintenance for

con"itional processing in con"itions an" actions by #eeping the rules in one central place.

on&igu!ation Sea!ch <ia!d : $his i7ar" offers a ne possibility to search in stoc# on all user alloe"sites for a*ailable configurations matching the most important characteristics options an" characteristicsuantities. $he ,onfiguration Search i7ar" pro*i"es a more fle6ible ay to or# ith configure" partssince it is possible to search for an" reser*e a reueste" configuration in the same proce"ure. $he i7ar"can also be use" to "efine a configuration ID2 ithout the reuirement to create or copy a reueste"configuration.

Eco6Footp!int Management @ In /.5 S(5 the Eco:footprint Mgmt %E,MAG& is ne mo"ule ith thepurpose of "oing lifecycle assessments an" pro*i"es en*ironmental pro"uct "eclarations. Eco:footprintmgmt lets you reuse e6isting "ata such as 0oMs2 outings2 (arts an" Suppliers hen calculating theen*ironmental impact of a pro"uct. $he substances to be trac#e" are user:"efine".

Sa*es history recor"s for tren" analysis.• (ro*i"es graphical means of orst:contributors analysis.

• Eui*alent calculations for <(1992 D(1992 -$(2 E(2 A( an" (,(

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IFS Major Functional Enhancements betweenIFS 2004 - IFS Apps 7.5

Advanced $lanning Boa!d @ In /.5 S(5 the A"*ance" (lanning 0oar" %A(0& mo"ule is a ne,onstraint 0ase" Sche"uling solution targete" at filling the functional gap beteen the IFS Infinite loa"eran" the ,0S ser*er solution. $he purpose of the A(0 solution is to ha*e increase" focus on planners2

an" planner nee"s for functional an" graphical support "uring the Ohan"s on sche"uling process.0enefits for En" ?sers inclu"e;

• (uts planner in control2 no Oblac# bo6 sche"uling or OSche"uling ser*er loc#e" by another user

issues.

• Supports "ecentrali7e" planning an" sche"uling of one site "i*i"e" into "ifferent planner

responsible areas. For instance base" upon planner ID2 pro"uction lines an">or "epartments.

•  Allos manual an">or user "efine" automatic loa"ing2 sche"uling of all or user "efine" Shop

r"er subsets from one site.

• Ma#es it possible for to or more planners or#ing simultaneously ith sche"uling scenarios an"

graphical Drag:an":Drop sche"uling.

• Drag:an":Drop sche"uling of entire operation structures li#e Shop or"ers2 D( an">or Interim

or"er structures hile still consi"ering all "efine" constraints.

• Enables creation an" usage of esource 0rea# functionality2 both from insi"e IFS an" A"*ance"

(lanning 0oar" clients.

• Enables Focus in"o usage for Onon ,0S ser*er sites.

• Enhance" <antt chart Opattern recognition ith ne>enhance" plot settings.

• Menu acti*ate" functionality that a")usts the sche"ule base" upon reporte" pro"uction progress.

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IFS Major Functional Enhancements betweenIFS 2004 - IFS Apps 7.5

Sales an& Mar'etin% Enhancements

New in Apps 7.0

Enhanced Integ!ation with IFS %ocument Management 6 n:line

• Multiple "ocument classes.

• ,hec# in2 chec# out2 an" un"o chec# out.

• eplicate changes in Sales 8 Mar#eting to IFS Document Management.

• Mo"ify the "ocument "escription in Sales 8 Mar#eting an" the correspon"ing "escription in IFS

Document Management ill be up"ate".

• (ro*i"es the ability to "elete a "ocument in Sales 8 Mar#eting an" thereby "elete the "ocument

in IFS Document Management.

Standa!died -&&6line -!de! o! 9uotation 6 r"er Entry is a ne Sales 8 Mar#eting table.Enter up to 19 or"er or uotation lines "irectly in Sales 8 Mar#eting.

Advanced Selections 6 Setup in S8M A"min $ool an" pro*i"es select E"it>A"*ance" selections2 A"" orE"it <roup2 selection2 an" SJ= statement for racle.

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IFS Major Functional Enhancements betweenIFS 2004 - IFS Apps 7.5

New in Apps 7.3

New .net )se! Inte!&ace @ A ne user interface to replace the e6isting Sales 8 Mar#eting in"os ,lientthat is built on Microsoft .Get technology. $his ne interface allos the user to create a or# space that isthe most efficient for them. $he user is able to open2 close2 auto:hi"e an" mo*e panes %*ies& as the user "esires to fit their or# flo an" preferences.

Recent Selections 6 $his feature allos you to uic#ly fin" an" e6ecute the 19 last e6ecute" selectionslea"ing to enhance" user pro"ucti*ity.

(age 5 of !1

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IFS Major Functional Enhancements betweenIFS 2004 - IFS Apps 7.5

Relation 'iew @ $his *ie shos the full recor" relationship na*igation tree alloing you to e"it recor"s"irectly *ia that menu or simply see ho many ros there are in each relate" table.

)se! ont!olled olumns : ?ser controlle" fiel" columns allos a user to "rag > "rop the or"er in hichthe columns appear in the result pane. Hou can also clic# on any of the fiel" columns to sort the "ata inascen"ing or "escen"ing or"er.

(age 54 of !1

Hou ha*e the capability to auto:hi"e

*ies so that they can be hi""en or"isplaye" as reuire"2 pro*i"ing abetter user e6perience.

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IFS Major Functional Enhancements betweenIFS 2004 - IFS Apps 7.5

'iew )ndoc1ing : $he user has the ability to grab a *ie an" un"oc# it from its current location an"lea*e it free floating or "oc# it in another location using the locator tool.

6

 

(age 55 of !1

0y grabbing the *ie by the toppanel the user can un"oc# it bymo*ing the mouse an" "ragging itaroun" the screen. As the usermo*es the un"oc#e" *ie aroun"the screen the locator tool illappear.

0y using the locator tool a user can"eci"e here to "oc# any *ie. Asthe user mo*es the *ie onto the

locator tool it ill sho here on thescreen the *ie ill be "oc#e".

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IFS Major Functional Enhancements betweenIFS 2004 - IFS Apps 7.5

Emedded Repo!ting 6 Allos a user can create a chart for a selection of "ata *ia the M0 an" "isplayit in the results pane as another tab. $he user can then "i*e into the "etails behin" the chart by clic#ing onone of the "ata points.

ompute! (elephon" Integ!ation @ ith the ne user interface there is the ability to integrate ,$Ifunctionality into Sales 8 Mar#eting.

%ocument Management Suppo!t @ It is no possible to store "ocuments an" emails in IFS DocumentManagement. $his feature gi*es the user the capability for controlling re*isions on important "ocumentsli#e uotes an" proposals.

Mic!oso&t -utloo1 Integ!ation @ $here is a tighter integration ith utloo# as ell as support for the

latest *ersions.

Allow Multiple Edit : It is no possible to set the fiel" attribute Allo Multiple E"it on fiel"s that shoul" bealloe" to be multiple e"ite". If the fiel" attribute is set in the A"ministrator it is possible to e"it the fiel" inthe Multi Edit Window  in the in"os an" the eb client.

E#cel (e#t ells : It is no possible to open all cells as te6t hen e6porting to E6cel2 instea" of lettingE6cel interpret the "ata an" open the cells in "ifferent formats.

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IFS Major Functional Enhancements betweenIFS 2004 - IFS Apps 7.5

echnical (Foun&ation)* Enhancements

IFS Apps 7.0

on&igu!ale *)I : Increase user pro"ucti*ity an" efficiency by tailoring pages an" forms to a specifictas# or user group. (ro*i"e multiple *ersions of pages an" forms2 each set up for specific tas#s to re"ucestress an" increase user satisfaction. -i"e an" mo*e fiel"s in both IFS in"os ,lient an" IFS eb,lient increase user pro"ucti*ity an" re"uce customi7ation nee"s. Mar# fiel"s as man"atory an" or rea"only increases user pro"ucti*ity2 re"uces user errors2 an" re"uces customi7ation nee". ,onfigurable"efault *alue templates for "ata entry gi*es faster "ata:entry an" re"uces ris# of errors. In:fiel" searchan" loo# up of =C *alues in IFS in"os ,lient gi*e faster "ata entry. It is no possible to hi"e unuse"conte6t menu %M0& items hich streamlines or#flo an" ma#es application na*igation easier an" moreefficient. Ge ability to cancel a uery in the IFS in"os ,lient re"uces user irritation an" offloa"sser*er from large )obs.

 

Easie! $!o&ile andling : All IFS clients %in"os2 eb2 ich eb ,lient& no share a common profile2rather than ha*ing separate profiles for in"os an" eb clients. $he profile a"ministration tools ha*ealso been significantly impro*e"2 offering greater o*er*ie an" more support to e"it an" manage profilecontent an" assignments. l" profiles can be upgra"e".

Full )nicode ompliance : It is no possible to install IFS on a single "atabase instance using a?nico"e character set such as ?$F:'. $he portal2 eb client2 an" mobile clients ill be able tosimultaneously sho "ata in *arious languages on a single (,. $he in"os client an" some speciali7e"clients ill continue to be restricte" to shoing "ata in the language that shares the same character set.-oe*er2 all of these clients ill be able to communicate ith the same ?nico"e "atabase.

ustom Events : ,ustom E*ents ma#e it easier to le*erage E*ent Dri*en Architecture %EDA& an" can beuse" to trigger action or beha*ior in other components or systems. ,ustom e*ents2 li#e application

"efine" e*ents2 can be sent as outboun" eb ser*ice calls an" use" as a trap in your orchestrate"process2 0(E= engine.

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IFS Major Functional Enhancements betweenIFS 2004 - IFS Apps 7.5

Imp!oved Administ!ation via the IFS Solution Manage!  : (ro*i"es a ne ay to easily manage systema"ministration2 users2 security2 inclu"ing segregation of "uties to support S compliance. A"ministrationtools ha*e been re"esigne" for a better user e6perience2 an" implemente" ith the ne rich eb clienttechnology. System a"ministration2 inclu"ing user2 security an" profile a"ministration are areas here eha*e se*eral usability impro*ements. In the ne IFS Solution Manager the a"ministrati*e functions ha*e

been "i*i"e" into separate acti*ities such as user account management2 permission set management2application monitoring2 report management etc. $hrough the ne acti*ity grants function these acti*itiescan be in"i*i"ually grante" to a permission set2 hich is then grante" to users.

Secu!it" hec1points o! Elect!onic Signatu!es : Security ,hec#points ma#es your installation moresecure since it reuires a passor" or similar hen passing a Security ,hec#point <ate an" pro*i"es anau"its for e*ery pass of a Security ,hec#point <ate. $his can be use" for FDA an" other au"it nee"s.

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IFS Major Functional Enhancements betweenIFS 2004 - IFS Apps 7.5

S-? Seg!egation o& %uties Anal"sis : Sarbanes:6ley reuires separating the "uties beteen peopleto insure sensiti*e or#flo "uties are separate" an" not performe" by single in"i*i"uals. $his neSegregation of Duties tool *erifies that the security has been setup honoring the separation of "uties. $hetool re"uces the or# nee"e" to achie*e compliance by pro*i"ing;

• Instant *isual *ie of current segregation

• Drill:"on to see offen"ing permission• Spee"s up the au"it process

•  Analy7es the rights of all permission sets

• ,omputes the full list of rights gi*en to each an" e*ery user 

• ,ompares those rights to the segregation rules "efine"

• Matri6 shos both *iolations an" arnings

• e" crosses shos access to "uties that *iolate the configure" rules.

$!esentation -8ect E#t!acto! : (ro*i"es easier security a"ministration by pro*i"ing e6tracts ofpresentation ob)ect information from the na*igator an" alloing the e"it of user grants in the treena*igator structure use" by en" users. E6port an" import for easy maintenance as ell as pro*i"ing apre*ie result of change" grants.

ancel 9ue! y : Ge feature that allos the en":user to cancel ueries in IFS in"os ,lient *ia a stopbutton in the toolbar or as a "ialog bo6.

 

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or SHIFT+F1

IFS Major Functional Enhancements betweenIFS 2004 - IFS Apps 7.5

<hatDs (his elp : ,lic# on any fiel" you ant to #no more about an" get help instantly ithoutsitching out of the form. =ist of fiel" "escriptions for an entire screen is also a*ailable.

 

%!op %own alenda!s : A*ailable e*eryhere a "ate is shon an" in all fiel"s an" columns containing"ates2 or "ate>time by "ouble clic#ing or A=$ P Don Key in the "ate fiel".

 

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IFS Major Functional Enhancements betweenIFS 2004 - IFS Apps 7.5

onte#t Sustitution 'a!iales : A conte6t substitution *ariable is pro*i"es a placehol"er such asQ?SERIDQ that is replace" ith its actual *alue2 for e6ample 0o,o?S. $he benefit is to ma#e it easierto reuse "efault profile configurations2 parameter *alues2 uery *alues2 etc.

 

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IFS Major Functional Enhancements betweenIFS 2004 - IFS Apps 7.5

IFS Apps 7.3

Ente!p!ise E#plo!e! 4Au!o!a5 lient : A ne user interface an" or#ing en*ironment for IFS Applications. In a""ition to the ne "esign2 IFS EE also offers better user ergonomics2 seamless use ofeb2 an" many other usability inno*ations. hen you loo# at the total usability of an application2 there

are three #ey ingre"ients; ho the application loo#s an" is *isually "esigne" ho the user performscommon tas#s2 an" ho the particular real orl" problem or tas# has been mo"ele" an" *isuali7e" in theapplication. IFS EE brings significant changes an" impro*ements to the first to"esign an"ergonomics2 an" pro*i"es a platform for IFS to be inno*ati*e on the thir".

Application Ente!p!ise Sea!ch : ith IFS Enterprise Application Search2 searching in IFS Applications isas easy as using <oogle. esults are presente" in or"er of rele*ance an" can easily be categori7e" tohelp users hen the number of hits is large. IFS security features guarantee that the search results onlycontain information the user is authori7e" to *ie.

New Sho!tcut Ce" to open +ist6o&6values %ialog 6 $o spee":up the "ata entry2 a shortcut #ey %,trlPK& isintro"uce" to open =C in"os as in IFS in"os ,lient to"ay.

Sho!tcut Ce" Imp!ovements / In /.5 S(5 you can use ,trl P F1 to *ie all a*ailable shortcut #eys%function #eys&.

• $he shortcut #ey map is "ynamic an" shos a*ailable shortcut #eys in conte6t

• Shortcut #eys "isplaye" in hite te6t are accessible from your current focus position

 

Shortcut #eys "isplaye" in grey are accessible from the page but not for your current position

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IFS Major Functional Enhancements betweenIFS 2004 - IFS Apps 7.5

on&igu!ale IEE Sc!eens / In /.5 S(5 the configuration of IEE application screen layouts ma#es itpossible to tailor the application to suit "ifferent customer processes;

• -i"e unuse" te6t fiel"s2 tabs2 tables an" other ob)ects

• eor"er te6t fiel"s2 tables an" other ob)ects

• esi7e te6t fiel"s2 tables an" other ob)ects

• Ma#e optional input fiel"s man"atory

• Ma#e mutable input fiel"s rea":only

• ,hange ob)ect tabbing or"er 

 

New %ocumentation F!amewo!1 @ In /.5 S(5 a ne nline Documentation Frameor# has been"e*elope". $he ma)or impro*ements are;

• Ge loo# an" feel

• Ge functions to impro*e the usability of the frameor#

• Impro*e" rea"ability of the "iagrams

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IFS Major Functional Enhancements betweenIFS 2004 - IFS Apps 7.5

+rojects Enhancements

New in IFS Apps 7.0

$!o8ect *antt 6 Integrate" <antt chart an" sche"uling capability has been a""e". A <antt chart gi*es agraphical presentation of a pro)ect or pro)ect portfolio. ?sers can sche"ule the pro)ect2 "rill "on toconnecte" ob)ects an" *erify e6ceptions. $he <antt inclu"es timescales for years2 uarters2 months2 ee#s an" "ays "on to hours an" minutes.

Ea!ned 'alue and Multiple Base +ines : $he ne functionality ma#es it possible to create more thanone baseline per pro)ect. It ill also be possible to choose if the in"icators Earne" Calue an" Sche"ule"or# shoul" be calculate" base" on baseline *alues or planne" *alues.

• Impro*es the uality of performance analysis e*en hen changes occur in the pro)ect plan by

alloing multiple baselines per pro)ect.

• Enables the ability to calculate the pro)ect in"icators Earne" Calue an" Sche"ule" or# base" on

baseline *alues.

• Impro*es the ability to trac# changes in a pro)ect by mar#ing acti*ities change" since setting a

baseline.

$!o8ect onnections / $he ne functionality insures a pro)ect is no constantly up:to:"ate2 since the*arious ob)ects that can be connecte" to the pro)ect are automatically up"ating the pro)ect ith

information. $his means that each change on a pro)ect:connecte" ob)ect that has impact on cost an"progress in pro)ect2 up"ates the pro)ect imme"iately. $he cost an" progress information from each ob)ectill still be store" in (ro)ect2 but ill be up"ate" from each ob)ect : not from the acti*ity refresh metho".

$!o8ect Accounting and Repo!ting / IFS 0usiness Analytics no pro*i"es the folloing Meta Data; <=(ro)ect ,ostre* $ransaction2 <= (ro)ect 0alance2 <= (ro)ect All $ransactions2 <= (ro)ect ,ostre*0alance2 (ro)ect Acti*ity ,alculation2 (ro)ect Acti*ity <eneral ,ost2 (ro)ect ,onnection Details an" (ro)ect-istory Details. See also separate section on Project Cost Elements.

Integ!ation to thi!d pa!t" planning tools / $o:ay integration is a*ailable for MS (ro)ect as ell as(rima*era 5 an" (rima*era +.

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IFS Major Functional Enhancements betweenIFS 2004 - IFS Apps 7.5

$!o8ect Secu!it",Access / Security settings can be use" to "efine roles that "efine access to any"efine" part %Sub:pro)ect& of a pro)ect matri6 for internal as ell as e6ternal pro)ect members or groups ofpro)ect members on any organi7ational le*el.

$!o8ect Resou!ce Management6 0ase" on esource group ith finite capacity2 a esource group canbe allocate">assigne" to a pro)ect acti*ity for "efine" perio" of time. esources can be manage" from apro)ect perspecti*e as ell as from a esource group perspecti*e.

$!o8ect ollao!ation $o!tals 6 ,ollaborati*e role base" (ortlets for the IFS (ortal frameor# that canbe ma"e a*ailable for pro)ect members ithin or outsi"e your organi7ation. Supports information forL

• -igh le*el presentation ith "rill "on

• E6change an" re*ie of "ocumentsL internally an" e6ternally

• eport progress an" time

• (ro)ect performance analysis

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IFS Major Functional Enhancements betweenIFS 2004 - IFS Apps 7.5

Additional New Featu!es:

• Documentation reuirements @ (ro)ect items can be "efine" ith "ocument reuirements. $his

ill ensure that specifie" "ocumentation is attache" to an item.

• <raphical structures for pro)ect an" pro"uct

• ,reate shop or"ers > reuisitions from the pro)ect specific structure

• ,reate purchase or"ers > reuisitions from the pro)ect specific structure

• ,haracteristics ,alculation for Items in (ro)ect Deli*ery

• -an" o*er to Maintenance an" After Sales Ser*ice

$!o8ect Invento!" 6 (ro)ect in*entory pro*i"es the ability to #eep trac# of parts in in*entory that ha*ebeen acuire" or manufacture" specifically for a pro)ect2 i.e.2 pro)ect:planne" parts. $he solution ensuresthat no other pro)ects "eman" an" non:pro)ect relate" "eman"s issue the pro)ect:planne" material.Stan"ar" in*entory can also be use" in a pro)ect conte6t2 e.g.2 for stan"ar":planne" material that is use"by many "ifferent pro)ects.

$!o8ect Netting *!oups 4$N*5 6 (G< minimi7es part e6cess on each pro)ect as supply an" "eman" arebalance" across pro)ect acti*ities. Multi (ro)ect M( groups se*eral pro)ect acti*ities in a (ro)ect Getting<roup %(G<& here it ill be processe" all at once. $his also han"les borro>paybac# situations ithMaterial $ransfer euisition %M$&.

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$!o8ect Mate!ial Reui!ement $lanning 4$MR$5 6 (ro)ect M( functionality gi*es the capability toperform planning on single pro)ect ith M(. $he netting calculation occurs per pro)ect acti*ity. (rocessby lo le*el co"e is from the highest le*el %le*el 1& to the loest le*el. $his a*oi"s recalculation of netreuirements. Stan"ar" planne" item "eman" is "irectly entere" in the pro)ect misc. "eman" or as acomponent of reuire" parts in the (ro)ect is processe" by M( separately.

New in IFS Apps 7.3

Sales ont!act Management 4SM5 6 As part of the (ro)ect solution or as a stan":alone component2S,M is "e*elope" for companies managing comple6 contracts ith customers2 an" nee" to support thebusiness of recor"ing in*itations to ten"er2 respon"ing to ten"ers2 monitor negotiation process2 an" trac#the con*ersion from ten"er to contract. ,ontracts nee"s to be cost controlle"2 ha*e progression of or#recor"e"2 an" allo for re*isions of contract baselines hile managing cash collection acti*ities. S,Malso support the application payment process.

Sales ont!act Application &o! $a"ment 6 (art of Sales ,ontract Management. $he Sales ,ontract Application for (ayment functionality supports the process of here a company applies for money from itscustomer on a regular basis base" on the or# complete".

Su ont!act Management 6 As part of the (ro)ect solution or as a stan":alone component2Sub ,ontract Management is "e*elope" for companies managing comple6 contracts ith suppliers an"nee" to support the business of sen"ing out in*itations to ten"er2 recor"ing responses2 monitor

negotiation process2 an" trac# the con*ersion from ten"er to contract. ,ontracts nee"s to be costcontrolle"2 ha*e progression of or# recor"e"2 an" allo for re*isions of contract baselines hilemanaging payment acti*ities.

Su ont!act 'aluation 6 (art of Sub ,ontract Management. Similar to Applications for (ayment in S,Mthere is functionality a*ailable for Sub ,ontracts here Applications for (ayment from sub:contractors arerecei*e"2 appro*e" certifie" an" payments ma"e. Self billing is a*ailable as an option the Sub ,ontract*aluation process.

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Activit"

Su$!o

 8ect

$!o8ect

Activit"

Su$!o

 8ect

Project

Custo

mer

Order 

Purcase

Order 

Han

do!

er 

 

"eli

!er 

 

#w

ard

 

Ten

der 

$sti

mat

e

$n%

uir&

Su' Contractor 

Invoices 2 'aluationsApplications &o! $a"ment

ecei*e

Customer Invoices 2 'aluationsApplications &o! $a"ment

Sen"Sales ContractScopeRetentions'a!iations

Revisions

 'alueStatus

Su' ContractScopeRetentions<o!1 Inst!uctions

Revisions

 'alueStatus

Customer

Order 

Purcase

Order 

Estimate 8 0u"get(rogress 8 Actual

Estimate 8 0u"get,ommitte" 8 Actual

e!ti&icates $a"mentsecei*e

Sen"e!ti&icates $a"ments

IFS Major Functional Enhancements betweenIFS 2004 - IFS Apps 7.5

ont!act Management / Integ!ated solution

$!o8ect ost Elements 6 (ro)ect ,ost Elements pro*i"e for more fle6ible setup for "oing pro)ect costplanning2 control an" follo:up. -ar":co"e" control categories or#2 Misc. an" Material are replace"an" user:"efinable pro)ect cost elements are intro"uce". (ro)ect ,ost Elements are mappe" to accounts2inclu"e" in the "efault setup as part of company template2 posting control rules are use" as much as

possible to retrie*e the correct cost elements an" all ob)ects that report cost are up"ate" to supportpro)ect cost elements.

$!o8ect Budgeting and Fo!ecasting : (ro)ect forecasts enables you to *ie all pro)ect cost up to aspecific "ate2 estimate future pro)ect cost %E$,&2 calculate total estimate" pro)ect cost %EA,&2 sprea"forecaste" cost in to accounting perio"s to i"entify perio" cost2 create any number of forecast *ersionsan" select one forecast *ersion as the pro)ect bu"get.

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Ris1 Management 6 is# Management pro*i"es functionality to acti*ely manage ris# as a continuous an"controlle" process. A ris# analysis can be connecte" to a pro)ect2 sales contract or sub contract an"manage ris# throughout the life of the connecte" pro)ect or contract.

New Mic!oso&t $!o8ect Integ!ation @ In S(5 a ne Microsoft pro)ect integration has been built base" onthe reuirement to support han"ling e6port an" import in IFS Enterprise E6plorer client. $he neintegration has the folloing benefits;

•  A"":in to Microsoft (ro)ect that "oesnt reuire F1 untime client installation

• ,lient in"epen"ent2 i.e. can be use" in en*ironments using ,entura2 Enterprise E6plorer or eb

• or#s in ,itri6 installations here local client installation of Microsoft (ro)ect is reuire"

• -$$(:communication beteen client>ser*er 

• Impro*e" performance.

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IFS Major Functional Enhancements betweenIFS 2004 - IFS Apps 7.5

$he ne integration is installe" as an a"":in into Microsoft (ro)ect an" communicates ith IFS (ro)ectthrough the .Get Access (ro*i"er. $his approach "oesnt reuire client installation of the F1 untime2SJ=Get or setup of D0,. An IFS menu pops up ithin Microsoft (ro)ect here the logon can be "onean" the e6port or import processes are starte". $he solution supports both Microsoft (ro)ect 993 an"99/.

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IFS Major Functional Enhancements betweenIFS 2004 - IFS Apps 7.5

Ser,ice Mana%ement Enhancements

Se!vice $lanning *antt ha!ts : A ne esource (lanning <raph that *isuali7es the resource loa" for a

certain type of resource in a gi*en time perio" base" on ser*ice organi7ation2 competence an"competence group2 resource type2 tools an" facilities type. ?ser "efine" colors an" bars in <antt tocreate fle6ibility an" pro*i"e easy management *ia a parameter>color matri6.

Se!vice Resou!ce Sea!ch Engine : $he Ser*ice resource search engine can assist you in fin"ing thecorrect resources for the )ob an" help "etermine the allocation of resources to or# or"ers2 managese*eral technicians per or# or"er or plan a team an" allocate technicians.

Se!vice ont!act : (ro*i"es a ne Ser*ice ,ontract that is easy to a"ministrate an" pro*i"es;

• Easier ay to fin" ser*ice management relate" agreement information re"uces a"ministration.

•Simplifie" In*oicing by na*igating "irectly from the Ser*ice ,ontract to the In*oices.

• ?sing e6isting (rice logic2 a*ailable in ,ustomer Agreements an" (rice =ists.

• (ossible to "efine pre posting both on hea"er an" ro le*el of the Ser*ice ,ontract.

• -an"les "ifferent in*oicing types such as Fi6e" (rice2 esources ?se" an" Free of ,harge.

• (ro*i"es fle6ible perio"ic in*oicing monthly on some pro"ucts an" annually on others.

• (ro*i"es(ro ata functionality i.e.2 calculates proportione" (rice perio"s for a pro"uct.

• e*aluation functionality ma#es it possible for in"e6ing the ser*ice ,ontract on timely basis.

• (ossible to follo up both ser*ice an" support using Ser*ice =e*el Agreement %S=A& *alues such

as ma6 resolution time for e6ample.

•  A graphical tree na*igator ma#es it easy to get an o*erall picture of the ser*ice contract an" hat

it consists of.

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Moile lient -ptimied &o! +aptops : $he Mobile ,lient for or# r"er Management simplifiesassigning or# or"ers to mobile clients2 pro*i"es for the pooling of or# or"ers2 measurement han"ling2time reporting2 an" the possibility to use barco"e rea"ers for easier input.

Details tab that contains the most freuent information that a ser*ice technician nee"s.

or# r"er (lanning tab that contain all pre planne" information of type;

• perations

• Material

• $ools an" Facilities

$ime an" Material eporting In tab that allos the user to report the folloing information in a singlein"o;

• $ime

• Material

• E6penses

• $ools an" Facilities

b)ect Measurements tab that allos the user to *ie or# or"er connecte" ob)ects test points an"parameters in combination ith the last measure" *alue. $he measurement in"o also allos theser*ice technician to *ie hen the last measurement as "one an" enter the ne measurements in asingle in"o.

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IFS Major Functional Enhancements betweenIFS 2004 - IFS Apps 7.5

"all "enter Enhancements

New module added in IFS Apps 7.0 / all ente! 

$he IFS ,all ,enter mo"ule enables you to effecti*ely pro*i"e call center ser*ices to your customers forfiel" ser*ice or pro"uct support. $he mo"ule enables support staff ith a broa" *ie of the customer2 siftregistration of cases2 fle6ible routing ith ueues or "irect "ispatch2 an" rapi" search for e6isting solutionsin the built:in #nole"ge base. Support contracts inclu"ing Ser*ice =e*els Agreements %S=As& can beuse" as a basis for all or#. ,ases can seamlessly be entere" an" *erifie" against the customerssupport agreement. ,ustomers can monitor progress through interaction *ia the Internet ith the easy:to:use IFS (ortal2 by e:mail or SMS using IFS E*ent Management. ,ases are trac#e" an" can be easilyhoo#e" up to business ob)ect such as euipment2 a part or an in*oice2 an" "etaile" )ournals can be #eptfor each step to ensure traceability an" compliance. ,alls in the ueue can be escalate" to otherin"i*i"uals for resolution if reuire". A case can easily be han"e" o*er to other business process ob)ects2alloing staff to automatically create an" plan ser*ice reuests or place a customer or"er. IFS ,all ,enter also pro*i"es support for analytics by bun"ling a set of prepac#age" measures for all parts of the

process.

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IFS Major Functional Enhancements betweenIFS 2004 - IFS Apps 7.5

Added in IFS Apps 7.3

$he #ey ne enhancements in IFS Apps /.5 ,all ,enter inclu"e;

•  Allo the registration of a case ithout a ,ustomer or Support Key hich ill allo e6ternal

customers to log errors ithout using a "efault customer on the case. $his also facilitates the use

of the case i7ar" in 00 portal.• Impro*e" the creation of han"o*er references by auto accepting the case an" tas#2 an"

launching the han" o*er "ialog hene*er a tas# is being create" on the case.

• It is no possible to uery on a""ress fiel"s hen fin"ing customer an" contact information for a

case.

• It is no possible to select the support #ey base" on the 0usiness b)ects registere" to the

customer.

• It is no possible to easily fin" the or# items that shoul" be prioriti7e" an" uerying on

remaining hours.

• It is no possible to control the "isplay or non:"isplay of the time parameter on "ate fiel"s.

• It is no possible to sen" an escalation notification to en" users mobile phones using Short

Message Ser*ice %SMS&.

,all ,enter case interactions ith other ob)ects e6pan"e" by inclu"ing Shop r"ers2 ,hangeeuests an" (ro)ect Acti*ities.

• It is no possible to report time for a case or tas# an" synchroni7e this ith (ro)ect $ime

eporting.

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IFS Major Functional Enhancements betweenIFS 2004 - IFS Apps 7.5

uman esources Enhancements

New in IFS Apps 7.0

Availailit" $lanning : A*ailability (lanning is "esigne" for use in the Maintenance an" (ro)ect planningprocesses2 pro*i"ing planners ith;

•  A graphical interface "isplaying employees sche"ule" presence.

• Information about a*ailability an" pre*ious boo#ings.

• arnings that planne" absence e6ists ithin the perio".

From the - perspecti*e A*ailability (lanning impro*es the "ay @ to @ "ay process of sche"uling an" re:sche"uling employees by pro*i"ing a user:frien"ly graphical interface for entering sche"ule assignments2"e*iation "ays an" planne" absences. $he feature is aime" at supporting the user in*ol*e" in the "ailysche"uling acti*ities.

Actual osting / +ao! ost : 0y enabling the ne feature Actual ,osting:=abor ,ost the internal timecost use" in pro)ect reporting2 shop or"er reporting2 an" or# or"er reporting ill be "eri*e" from theemployees salary information.

No!th Ame!ica In&o!mation E#change : Ge component for the ?S mar#et that hol"s some ?S specificinformation nee"e" for EE %Eual Employment pportunity& an" or#ers compensation classificationreporting2 plus a ne Employee Files>,ompensations tab in"o for Fe"eral $a6 Status information. 

<o!1 (ime alenda!  : $he or# $ime ,alen"ar functionality pro*i"es the ability to set up the starting"ay for the ee# in"i*i"ually for a company. Allos the user to set a fi6e" starting "ay2 e.g.2 Mon"ayor Sun"ay or ha*e a pre:"efine" calen"ar controlling the start "ay of ee#. In a""ition2 allos for ha*ing

the employees sche"ule start "ay to be use" for the ee# start "ay in in"os base" on an employee listbo6 selection.

+ao! lass and <o!1 ente! in Shop Floo! Emplo"ee Repo!ting : =ets you a"" =abor ,lass an">oror# ,enter to the "ialogs.

%ilution o& +ao!  : =ets you ha*e the hourly rate set accor"ing to the number of hours or#e" ithin the"ilution perio". E6ample; an employee2 not entitle" to o*ertime2 or#s 59 hours in a 49 hour ee#2 canha*e the internal price re"uce" by a 49>59T9.' factor.

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IFS Major Functional Enhancements betweenIFS 2004 - IFS Apps 7.5

New in IFS Apps 7.3

Reason &o! +eaving : (ro*i"es consistency beteen current an" pre*ious employee recor"s. It is nopossible to ha*e an employees reason for lea*ing pre*ious employment%s& registere" in the same aythat employees reason for lea*ing current employment is registere". A common set of eason for

=ea*ing co"es is "efine" by the user for both instances.

<o!1 E#pe!ience B!ea1s / It is no possible to recor" information about or# brea#s ithin pre*iousemployments. A single or# e6perience recor" can ha*e se*eral or# brea# recor"s pro*i"ing "etails ofeach of the or# brea# e6periences separately.

)se! %e&ined $!otected In&o!mation / It is no possible to hi"e or sho selecte" employee informationbase" on the person.

Auto Nume!ing o& Emplo"ees B" ompan" : For multi company organi7ations2 it is no possible touse a "ifferent number series base" on the company hen "efining employees.

*!aphical -!ganiation St!uctu!e : (ro*i"es an option to *ie the organi7ation structure either ith allpositions>units or only ith the positions>units hich are *ali" at a specifie" "ate. It is also possible toseparately i"entify positions>units hich ill be *ali" on a future "ate from the positions>units hich ere*ali" on a pre*ious "ate.

$ulic R In&o!mation @ It is no possible to *ie employment information relating to multi companies inone in"o. It is also possible to apply security on selecte" information fiel"s hich nee" not be"isplaye" to the public.

$!ope!t" odes &o! %ependents @ It is no possible to register property *alues for the "epen"ents of

the employees.

Registe! )se! in )se!s $e! ompan" : Automate" registration of an employee as user in a certaincompany is no "one hen creating the employee.

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IFS Major Functional Enhancements betweenIFS 2004 - IFS Apps 7.5

$ocument Mana%ement Enhancements

New in IFS Apps 7.0

!eate omplete %ocument St!uctu!es automaticall" when hec1ing In Files : A ne concept2structure "ocument2 has been intro"uce". A structure "ocument is "ifferent from a normal "ocument inthat its title has the ne Structure attribute set.

E#panded Functionalit" &o! %ocument St!uctu!es : perations no or# on complete structures;

•  Appro*e Document e*ision

• elease Document e*ision

• ,hec# in

• ,hec# out

• ?n"o ,hec# out

• (rint

• Cie

• Sen" "ocument by e:mail

• Ge function to "isplay "ocument structures in an o*er*ie.

-!iginal File Name is now Saved @ $he original file name is no sa*e" an" can be use" hen chec#ingout or *ieing "ocuments.

Sa!anes -#le" Suppo!t Added / $he folloing ne functionality has been a""e" to support S an"other regulatory reuirements;

• =ogging of rea"2 rite an" "elete of "ocument files : Ge functionality has been a""e" to force

the client to announce each file operation before it is "one. $his enables logging of theseannouncements. If no announcement has been "one2 no rea"2 rite or "elete ill be alloe" for aparticular "ocument. =og recor"s e6pire after a certain %configurable& amount of time.

•<?I to brose logs : In or"er to ma#e use of the ne log2 a ne <?I ha*e been a""e" hereyou can see information about rea"s an" rites of "ocument files. Information li#e username2timestamp an" "ocument number are a*ailable. Access to these logs can be restricte" to ana"ministrator using normal IFS security concepts.

• eal:time "isclosure : ?pon each announcement2 a normal IFS e*ent is fire" in the "atabase.

$his e*ent can be configure" to generate certain actions2 li#e sen"ing an e:mail or a netmessage. $his ma#es sure that manipulations an" *ieing of sensiti*e "ocuments can be reuirenotification hen they happen an" )ust not foun" in the log. $ypically you oul" configure e*entactions for certain "ocument classes.

%ataase Sto!age o& %ocument Files 6 A ne repository type calle" Database has been a""e". ?singthis ma#es it possible to store the "ocument files in the racle "atabase itself2 reuiring no e6ternal filerepository. A ne i7ar" for transferring files beteen repositories has been a""e". $he primary use for

this i7ar" is for migrating "ocument files from the ol" repository types F$( an" Share" to the neDatabase repository. ?sing "atabase repository remo*es the nee" for securing a F$(:ser*er here your"ocument files are #ept.

Simpli&ied Administ!ation o& (empo!a!" Files 6 perations that only use copies of the "ocument files%Cie2 (rint2 an" Sen" by e:mail& no puts the files in an e6tra sub:fol"er un"er the users local chec# outpath. $he benefit here is that it ill be easier for the I$:"epartment2 or for the users themsel*es2 to "eleteol" copies ithout ris#ing "eleting "ocuments chec#e" out for e"it.

+in1ed %ocument Nume!s : As a complement to the "efault ay of )umping to Document Info from apage2 here you earlier ha" to clic# the little menu an" select Document InfoU2 no the DocumentGumber is use" in many places a lin# to Document Info.

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IFS Major Functional Enhancements betweenIFS 2004 - IFS Apps 7.5

%!ag and %!op Suppo!t : Drag an" "rop support has been a""e" to Document Management eb,lient;

•  A ne portlet2 ith the single purpose of accepting "rag an" "rop files2 has been a""e".

• Drag an" "rop support in Document Information has been a""e"

• Drag an" "rop support in b)ect @ Document connection page has been a""e".

• Drag an" "rop in the File Import page has been a""e".

-&&ice Add6In &o! )ploading %ocuments : $his a""ition that ill enhance the user e6perience an" ma#eit easier to or# ith Document Management;

• Easy to chec# in e:mails into IFS Document Management

• (lugs into the tool bar of Microsoft ffice programs

o Supports Microsoft or"2 (oer(oint2 E6cel an" utloo#.

• E6tra functionality in utloo#

o ?ploa" many e:mails at the same time.

o ?ploa" full e:mail or only attache" files.

• ?ses File Import functionality in eb client to import the files

%eleting +ocal Files when doing the Fi!st hec16in  : $his is no an option that can be configure" peruser an" (,.

9uic1 Release : In or"er to ma#e the release process uic#er2 especially hen releasing complete"ocument structures %or )ust multiple "ocuments selecte" in the o*er*ie form or page&2 a ne Accept all"efaults option has been a""e" to the release i7ar".

Suppo!t &o! Secu!it" hec1points 4Elect!onic Signatu!es5 : Security ,hec#points2 formerly #non asElectronic Signatures is no supporte" in Document Management for to operations2 Set Document to

 Appro*e" an" Appro*e Step. $here is a setting in Document Management here the a"ministrator can"eci"e2 per "ocument class2 hich "ocument classes nee" e6tra authentication hen e6ecuting theAppro*e comman". For Appro*e Step2 a ne option has been a""e" on Appro*al outing an" the

 Appro*al outing $emplate in 0asic Data. hen this ne option is enable"2 the user nee"s to ma#e anauthentication hen "oing Appro*e Step on that ro.

%e&ault %ocument lass &o! File Impo!t and !eate New %ocument <ia!d : In or"er to ma#e iteasier for a user to use File Import2 especially hen using it together ith Drag an" Drop in eb2 a ne"efault *alue2 Doc ,lass2 has been a""e" so that the user "oes not nee" to select this each time.

ontent Sea!ch uses -!acle (e#t : ,ontent Search no uses racle $e6t search for searching through

the content of "ocument files store" in the "atabase.

New Sea!ch (a &o! ontent and Att!iute Sea!ch  : $he in"o client has been enhance" ith a neSearch tab here you can "o content search or attribute search %or combine both&.

File State moved to the uppe! pa!t o& the %ocument In&o!mation $age in <e : $his impro*ementincreases usability.

on&igu!ale (itle $!e&i# &o! Impo!ted %ocuments : (re*ious to this release2 hen you importe" filesthey oul" get FI=ER prefi6e" to the generate" "ocuments title fiel". $his can no be configure"2 per"ocument class.

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IFS Major Functional Enhancements betweenIFS 2004 - IFS Apps 7.5

New in IFS Apps 7.3

%ocument (!ansmittals and (!ac1ing : ithin most pro)ects there are a lot of "ocumentation of "ifferenttypes. ,ommon for most of this "ocumentation is that it has impact on the pro)ect itself2 relate" to hatill be ma"e or "eli*ere"2 financial terms etc. $his means that han"ling an" controlling of this

"ocumentation is *ery important for pro)ects. $o han"le these issues ithin IFS Applications2 thefunctionality for Document $ransmittals has been a""e" an" pro*i"es the folloing benefits;

• ,reating Document $ransmittals

• ,onnecting a Document $ransmittal to a (ro)ect

• ,onnecting Document e*isions to a Document $ransmittal

• Document $ransmittal Info eport

• ecei*e Document $ransmittal Appro*als an" ,omments on Document e*isions in a Document

$ransmittal

• Document $ransmittal ID Gumber ,ounters use" to generate pro)ect specific $ransmittal IDs

• (ro)ect specific $ransmittal ecei*ers an" Document ,lasses

• Sen"ing a Document $ransmittal by e:mail

• Sen" $ransmittal Ac#nole"gement

• ecei*e $ransmittal Ac#nole"gement• -istory =ogging

• E*ents for arning about misse" Sent an" ecei*e "ates

• $rac#ing $ransmittals from (ro)ects

Admin Access in the Access (emplate : It is no possible to configure the A"min access in the Access$emplates in 0asic Data.

%e&ault App!oval (emplate : It is no possible to configure a "efault Appro*al $emplate to be a""e"

hen ne "ocuments are create". $his is configurable per "ocument class. $he functionality isimplemente" as a ne Default Calue that you can configure per "ocument class or for all "ocuments. $he*alue to enter is the name of the template %not the "escription&.

%e&ault %ocument Access ("pe is now on&igu!ale : $he "efault Document Access $ype %?ser2<roup2 All& is no configurable per "ocument class. It is implemente" as a ne Default Calue2

 A,,ESSR$H(E2 an" you can configure it per "ocument class or for all classes.

)pdate Allowed du!ing App!oval is now on&igu!ale pe! lass : $he flag ?p"ate Alloe" During Appro*al is no configurable per "ocument class. It is implemente" as a "efault *alue2?(DA$ERD?IG<RA((CA= that you set to H or G.

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IFS Major Functional Enhancements betweenIFS 2004 - IFS Apps 7.5

New $o!tlets in <e @ Ge portlets ha*e been a""e" to the eb client that a""s the folloingfunctionality;

• My ,hec#e" ut Documents : $he portlet lists all "ocuments that are currently chec#e" out to

you an" from the portlet you can either;o Bump to Document Info

o Cie the "ocumento E"it the "ocument

o ,hec# In the "ocument

• ,reate Document @ $he portlet ma#es creating simple "ocuments *ery easy2 )ust type in a

"ocument class an" a title an" clic# a lin#. ptionally2 the user can customi7e the portlet toinclu"e the Format an" =anguage fiel"s as ell2 enabling control o*er the file template use".

Multiple -8ect %ocument onnections : It is no possible to connect more than one ob)ect to a"ocument in the same operation2 or more than one "ocument to an ob)ect. It is implemente" by mo"ifyingthe e6isting =ist of Calues to enable multiple selections.

Fo!mat Field added to %ocument -8ect onnection : In the connecte" ob)ects : "ocuments form2 it isno possible to enter Format2 hen you create a ne "ocument from the form. $his eliminates e6tra

steps that the user pre*iously ha" to "o if they ante" to set the format for the ne "ocument.

!eating +in1s to %ocuments : A ne function has been a""e" to the eb client. $he function ma#es itpossible to create lin#s for "irectly *ieing a "ocument. $hese lin#s can then be use" on an intranet orpaste" into an e:mail. It is implemente" in a ne "ialog2 here the user can select hich action toe6ecute %Cie2 E"it etc& an" hich #in" of V"ocument typeV %riginal or Cie& to operate on.

New %ocument Navigato! in Ente!p!ise E#plo!e!  : A ne na*igator has been "e*elope" in EnterpriseE6plorer alloing for na*igating in Document ,lass2 Fol"er2 (ac#age an" 0riefcase structures. $hispro*i"es;

• $ree *ie concept gi*es free"om to "efine "ifferent types of na*igation globally2 per group or per

user 

• Ga*igation tree%s& synchroni7e" ith application forms

• Filtering possibilities alloing for hi"ing of obsolete "ocuments

• Ga*igation to relate" business ob)ects here 0usiness b)ect E6plorer plug:ins ha*e been

"e*elope". ,urrently Euipment b)ects2 Design b)ects an" Design (arts are supporte".

• $he na*igator facilitates e6ploring "ocument structures "irectly in the Enterprise E6plorer an" the

content area is "ynamically shoing hat you are selecting in the tree.

• Different presentation options are a*ailable @ such as Document e*ision2 Document $itles2

Document b)ect ,onnections an" more are a*ailable from the M0:menu.

• $he e6plorer shos structures supporte" for Documents li#e ,lass2 Fol"er2 (ac#age an"

0riefcase an" "ocument title can either be shon or hi""en.

• Document status is *isuali7e" ith o*erlai" images.

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IFS Major Functional Enhancements betweenIFS 2004 - IFS Apps 7.5

/usiness Scorecar&s Enhancements

New in IFS Apps 7.0

Administ!ation o& Sco!eca!d ie!a!chies : $he pre*ious releases inclu"e" functionality for importinghierarchies of scorecar"s from an accounting structure an" a pre"efine" scorecar" IA=. In this release eha*e a""e" ne sources2 streamline" the i7ar" for importing the scorecar"s an" a""e" options for hoto import the scorecar"s. e ha*e also change" the ay scorecar"s are create". Instea" of using e.g.the company i"entity as a scorecar" i"entity2 e are no using a seuence number as the scorecar"i"entity an" automatically creating an attribute for the ,ompany i"entity. $he ne sources that e ha*ea""e" are ,ompany2 Site an" rgani7ation. $he ne functionality has the folloing benefits;

• $he a"ministration of scorecar" hierarchies can be automate".

• $he ris# for errors is smaller hen the process is automate".

• ,ross:functional scorecar"s can be implemente" an" automate".

Automatic Sco!eca!d -ptions : In this release e ha*e mo*e" the measure calculation functionality so

that the same calculation rule can be use" both for calculating actual measure *alues in the automaticup"ate process as ell as calculating e.g. target measure *alues in the planning functionality. A i7ar"has been implemente"2 hich ma#es it easier to "efine the calculation rule. 0asic calculation logic can beuse" in the measure calculation rule an" a ne automatic scorecar" up"ate action has been a""e" tocreate an automatic up"ate )ob for the e6ecution of the measure calculation. $his pro*i"es;

• $he user can create calculate" measures ithin the application. Go programming #nole"ge is

nee"e" for configuring measure calculation rules.

• Measure =ibrary measures can be use" since these measures can also be use" as components

in the scorecar" application an" you can "efine calculate" measures base" on thesecomponents.

• $he user can configure aggregate" measures ithin the application. Go programming #nole"ge

is nee"e" for configuring the aggregation logic.

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IFS Major Functional Enhancements betweenIFS 2004 - IFS Apps 7.5

New in IFS Apps 7.3

Business Anal"tics (ool1it : 0usiness Analytics is a business intelligence solution that e6ten"sMicrosoft E6cel from a "es#top pro"ucti*ity tool to a full:fle"ge"2 enterprise:scale client for planning2reporting an" analysis. 0usiness Analytics pro*i"es easier2 more efficient2 secure reporting @ no matter

hat your function is in the organi7ation. Meta "ata presente" in E6cel transforms "ata from any businessprocess ithin IFS Applications into logical maps that ma#es the information easily accessible2 e*en fornon technical business managers. Hou "ont nee" to mine transactional "ata sources or )oin tables.eports create" are "eploye" an" "eli*ere" through IFS Applications pro*i"ing a secure2 centrali7e" ayof generating2 managing an" "eli*ering E6cel sprea"sheet reports. eports can be sche"ule" an"automatically store" ithin IFS Document Management2 creating secure or#spaces for collaborating an"sharing information. eport users can ta#e a"*antage of parameteri7e" reports ith "rill:"on an" 7oom:in functionality that pro*i"es instant access to relate" "etails through embe""e" lin#s. It is e*en possibleto mo*e seamlessly to IFS Applications for the "etails to enable instant in*estigation or actions in thecorrect business conte6t for the "etails.

 

()date data inIFS #))lications

*rom$+cels)read seets

"esign &our ownre)orts using

standard $+cel*unctionalit&

,ake anal&seswit data *romIFS#))lications in

$+cel Pi!ot

$nter)rise re)orting Planning #d-oc

()date data inIFS #))lications

*rom$+cels)read seets

"esign &our ownre)orts using

standard $+cel*unctionalit&

,ake anal&seswit data *romIFS#))lications in

$+cel Pi!ot

$nter)rise re)orting Planning #d-oc$nter)rise re)orting Planning #d-oc

F!amewo!1 Enhancements @ In 0A 3.92 a ne frameor# that supports Data Mart an" n =ine *ersionsof Information Sources has been intro"uce" together ith a""itional a"ministrati*e support.

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IFS Major Functional Enhancements betweenIFS 2004 - IFS Apps 7.5

New In&o!mation Sou!ces @ In /.5 S(52 0A 3.9 information sources ha*e been "e*elope" using the neframeor#. $he information sources a*ailable either online or in the Data Mart are;

Information Sources in IFS Financials;

• <= 0alance

• <= $ransaction

• <= (erio" 0u"get

• I= (erio" 0u"get

• Internal =e"ger $ransaction

• $a6 =e"ger Items

• 0u"get $emplate $ransaction

• <= (ro)ect ,ostre* $ransaction

• <= (ro)ect 0alance

• <= (ro)ect All $ransaction

• <= (ro)ect ,ostre* 0alance

Information Sources in IFS Distribution;

• In*entory $ransaction -istory

• ,ustomer r"er =ines

• (urchase r"er =ines

Information Sources in IFS Manufacturing;

• Shop r"er

• Eco Footprint Management

o Emissions per (art an" (erio"

o (art Emissions per ?nit

Information Sources in IFS Maintenance;• or# r"er 0u"get

• or# r"er (lanning

• or# r"er (ostings

Information Sources in IFS Engineering;

• (ro)ect Acti*ity ,alculation

• (ro)ect Acti*ity <eneral ,ost

• (ro)ect ,onnection Details

• (ro)ect -istory Details

Information Sources in IFS (lant Design;

• Design b)ect 0ill of Material

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IFS Major Functional Enhancements betweenIFS 2004 - IFS Apps 7.5

• Design b)ect Specification

Information Sources in IFS -uman esources;

• In*oicing (lan

• (ro)ect $ransactions

Enhanced <!ite6ac1 Functionalit" : In 0A 3.9 e support mo"ifie" rite:bac# ith options on ho tohan"le null an" 7ero *alues hen using the rite:bac# functionality.

St!uctu!e Repo!ts : Ge functionality that ma#es it possible to create reports base" on IFS Structures.In /.5 S(5 0A 3.9 e support structure reports base" on Accounting an" (ro)ect structures.

Enhanced Secu!it" : 0A Design an" the en" user results can be protecte" from unintentionalmo"ifications ith E6cel (rotection $ools;

• Sheet2 cell or or#boo# can be protecte".

• (rotection gi*en in "esigner mo"e is applie" after e6ecution in the en":user mo"e as ell.

• (rotection ith passor" currently not supporte".

 

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IFS Major Functional Enhancements betweenIFS 2004 - IFS Apps 7.5

eportin% Enhancements

New in IFS Apps 7.0

Repo!t %esigne!  : eport Designer pro*i"es a Drag:n:"rop tool to create an" e"it business "ocumentlayouts ithout the nee" of a mo"ification.

New in IFS Apps 7.3

Business *!aphics in Repo!t %esigne!  @ A""e" support for pie2 bar an" line charts