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This paper sets out to present a reappraisal on advanced planning and scheduling (APS) systems in industrial settings and propose an effective approach for APS implementation.

A case study approach is adopted, and a research framework comprising human‐, technological‐, and organizational‐dimensions is developed to analyze the evidence database which includes business flows, system design documents, archival records, post‐system assessment, participant‐observation and semi‐structured interviews.

The findings indicate that real‐world production planning problems are ill‐defined, complex and dynamic. A post‐implementation evaluation reveals major pitfalls in the technology‐dominant approach, whose negative ramifications are usually overlooked. Besides, these APS implementation pitfalls are found to be attributable to the real‐world context, human factors and organizational aspects.

Despite advances in information technology (IT) and computer modeling techniques, humans still play critical roles in the production‐planning processes – especially in a complex and dynamic manufacturing environment where incomplete, ambiguous, inconsistent and untimely data make automatic planning unrealistic. A rational human‐computer collaboration scheme under an effective organizational structure would be in a better position to take advantage of the IT.

This paper presents a humans‐technology‐organization‐framework of real planning systems, which is employed to analyze a case of APS implementation. Practical insights are extracted as a result of this field research, and a realist approach is proposed to cope with the problems and pitfalls of APS implementation in industrial settings.

The purpose of this paper is to explore what potential benefits may be achieved by using advanced planning and scheduling (APS) systems in the sales and operations planning (S&OP) process.

The paper investigates benefits at the S&OP process level by interviewing APS experts and APS users. Several methods have been used; literature review, Delphi study, and a case study at a company in the chemical industry which uses APS system support in the S&OP process.

Three types of potential benefits were found to be achieved when using APS systems in the S&OP process; benefits concerning decision support, planning efficiency and learning effects. The most common type was decision support benefits according to APS users and APS experts. The results from the case company showed that the benefits perceived in the different S&OP activities differed. In the activities concerning the preparation and generation of delivery plans, the perceived benefits mainly concerned learning effects. In the activities concerning the generation of a production plan, the benefits were foremost found in planning efficiency. In the S&OP meeting decision support benefits were highest valued. The reason for the different results can be explained by the aim of the activity, how APS was used in the activity, the user characteristics and the design of the model and access and quality of planning data.

The focus of this paper is on potential benefits of APS systems in the S&OP process only, not the costs. It has established a typology of potential benefits. No validation in form of statistical analysis has been done. The empirical analysis is mainly based on findings from a single case study.

The findings about the types of APS potential will assist companies in understanding the benefits they can expect from its use in the S&OP process. The case study analysis gives further insight into how APS can be employed and what benefits different APS user categories can expect when it is used in an appropriate way.

The knowledge about which benefits that can be achieved when using APS in the S&OP process is quite unexplored. This paper fills some of these gaps.

Identifies a set of manufacturing data interfaces that could be standardized for the effective computer integration of the information required to operate an apparel manufacturing enterprise. The interfaces are called Application Protocols. Describes a method using pieces of information, referred to as Units of Functionality, as building blocks for designing Application Protocols.

The purpose of this paper is to present a new framework for designing and implementing simple but effective advanced planning and scheduling (APS) systems in glass container industry by means of spreadsheets.

The conceptual framework for APS system design is developed by integrating principles of end-user computing and mixed-integer programming (MIP). This framework comprises the APS implementation and its integration with enterprise resource planning systems. Such a proposal is applied in a real-world glass bottle manufacturer and its performance assessment is carried out by using metrics of the well-known supply chain operations reference (SCOR) model.

The case study shows that the framework application can improve the responsiveness of glass container supply chain (SC) as well as reduce significantly SC planning costs. A further assessment of the end-user computing satisfaction highlights the general acceptance of the framework.

The proposed framework can assist glass industry managers and practitioners to solve their complex production planning problem since custom solutions are not available for this sector. Another important implication is the possible generalization of the framework given that MIP models for production planning are currently available in the literature for different industries.

On the one hand, the new framework successfully integrates concepts of end-user computing and MIP bridging the gap between theory of aforementioned areas and their practical applications. On the other hand, the paper contributes to the scarce literature on performance evaluation of APS systems and their impact on production system performance. The novel APS gain analysis based on SCOR metrics ensures that the system potential benefits are aligned with the modern concepts of supply chain management.

The purpose of this paper is to explore how the context affects successful use of advanced planning and scheduling (APS) systems in sales and operations planning (S&OP) processes, and how individual, technological, and organizational (ITO) dimensions affect this procedure.

This is a qualitative case study of two APS system-supported S&OP processes. The work aims to generate propositions concerning the relationships among the use of APS system, the context, ITO dimensions, and fulfillment of S&OP aims.

Use of APS systems was especially appropriate in support of S&OP processes in complex planning environments and when S&OP aims were ambitious. ITO dimensions were important influences on successful APS system use in most contexts. APS systems were not considered appropriate when having S&OP processes with ambitious aims and low individual and organizational maturities. Use of APS systems was also inappropriate when the extent of technological maturity was minimal. S&OP processes with ambitious aims, operating within a complex planning environment, are difficult if not impossible to implement without the support of APS systems.

The suggestions on when APS systems should be used in different S&OP environments will be useful to companies implementing or about to implement APS systems.

APS systems offer great potential if they are effectively used to support S&OP, still the use of APS system in S&OP is unexplored. The paper shows how the context and the ITO dimensions affect the successful use of APS systems in S&OP processes.

The general purpose of the paper is to improve supply chain (SC) responsiveness and agility by developing advanced planning and scheduling (APS) with collaboration process into agile supply and demand networks (ASDN).

Some industrial examples are presented to extract the APS requirements, then business models that are supported by analytical models are developed into APS modules to respond to the requirements. At the end, the modules are attached into an ASDN simulator to measure the benefit of the APS with collaboration process.

The results show that the APS with collaboration process is superior to existing APS software in terms of promising lead times to customers at minimum inventory level.

Since the APS with collaboration process cannot optimize transportation planning, SCs cannot therefore optimize networks by finding the optimum network configuration. Currently, the simulator needs to be tested in several possible network scenarios to find the optimal network configuration.

The APS with collaboration process makes it possible to give guaranteed lead times at minimum inventory level. Furthermore, it is possible to combine the APS with collaboration process with enterprise resources planning or MRP II by considering the criticality of the planning.

The attachment of APS with collaboration process business into ASDN represents the original aspect of this paper.

The purpose of this paper is to explore how standardized advanced planning systems (APS) can be used for solving planning problems at tactical and strategic levels, and to identify the perceived effects of using APS.

Multiple case studies involving three cases using APS software for strategic network planning and master production scheduling are conducted. Comparative analysis explores how the planning situation, the model design and use of the APS impact the perceived planning effects.

Findings show how APS support cost‐optimized strategic network design in one case and how efficiency, capacity utilization and delivery service problems were decreased in two cases using APS in global master planning processes. The cases show how APS supports cross‐functional integration and supply chain commitment to a common plan. Research directions are suggested about the feasibility of APS in situations with various planning complexities, how design of the optimization model creates complexity and affects the planning process, data gathering requirements when using APS, the role and design of the planning organization, and how to achieve positive planning effects, such as finding global optimum and single plan commitment.

The approach is descriptive and explorative. Only three cases are studied.

The findings present experiences of APS usage and identify issues to consider when using APS and potential benefits to gain from usage.

The practical use of APS is low and the knowledge about how it impacts supply chain planning and performance is unexplored. The findings of this paper fill some of these gaps.

In the last four years, since Volume I of this Bibliography first appeared, there has been an explosion of literature in all the main functional areas of business. This wealth of material poses problems for the researcher in management studies — and, of course, for the librarian: uncovering what has been written in any one area is not an easy task. This volume aims to help the librarian and the researcher overcome some of the immediate problems of identification of material. It is an annotated bibliography of management, drawing on the wide variety of literature produced by MCB University Press. Over the last four years, MCB University Press has produced an extensive range of books and serial publications covering most of the established and many of the developing areas of management. This volume, in conjunction with Volume I, provides a guide to all the material published so far.

Studies conducted on advanced planning and scheduling (APS) systems have found problems in the marginal or negative returns from APS systems when they are implemented in manufacturing planning and control processes. The purpose of this study is to examine what problems exist in the onward and upward phase of the APS system implementation and how the individual, technical and organizational (ITO) dimensions in the implementation phases influence the problems in the onward and upward phase.

Three different manufacturing companies using a supply chain planning module to support their tactical manufacturing planning processes were chosen and their APS system implementation phases were studied. Interviews with the project members and the end-users, and on-site visits, were conducted. Internal company data and presentations were collected and analyzed according to four implementation phases and the ITO dimensions.

Three types of problems were identified in the onward and upward phase: process-related problems concerning difficulties to move forward; dependency on a consultancy firm; and too much time spent in the system. System-related problems include the usage of parallel systems and inadequate usage of the appropriate potential of the APS system. Plan-related problems regard an incorrect production plan. Different relationships between the ITO dimensions in the implementation process and the problem type were proposed.

The relationships identified in this paper are of important knowledge for companies who are implementing, or are in the process of implementing, APS systems.

There has been little written about the implementation issues of APS systems. The practical use of APS systems in the tactical planning is also relatively low. It is not known what problems to expect and how the ITO dimensions influence the problems during implementation. The findings this paper discusses fill some of these gaps.

The main purpose is to describe and analyse the impact that the implementation of an advanced planning system (APS) has on the tactical planning level at a steel processing company. This is done in terms of analysing changes in the tactical planning processes, effects on company performance, and how the APS is used in a practical planning context.

This research is based on a longitudinal case study in the process industry. The case company, a high‐end steel producer, has been studied during several years using a combination of data sources: literature reviews, interviews, archival records, and also attendance at meetings, workshops, seminars, etc.

This case study points to the fact that implementing an APS and reorganizing the planning department and the planning processes are mutually dependent. The positive effects at the tactical planning level (in terms of service levels, fast and reliable order promises, more accurate forecasts) could not have been realized without the APS. On the other hand, the APS could not have been effectively utilized without the organizational change.

The results presented in this paper are based on a single case study, but in the context of our literature review and other case studies the findings are still valid and an important step towards better understanding of the practical use of APSs.

The process descriptions, lessons learnt, and issues encountered in case studies like this should be helpful to practitioners on their way to implement APSs, and companies seeking new ways to improve their planning can use this research to investigate the use of an APS.

Studies on the practical use of standard APS software are still scarce. As such this paper provides enhanced knowledge and understanding on the use of APSs in industry settings.