英文版物流与供应链管理.ppt

SupplyChainLogisticsManagement Chapter1 Twenty firstCenturySupplyChainsYanhongHou GeneralizedSupplyChainModel 1 2 McGraw Hill Irwin SupplyChainLogisticsManagement FirstEdition Bowersox Closs andCooper Copyright 2002byTheMcGraw HillCompanies Inc Allrightsreserved Whatisasupplychain CustomerwantsdetergentandgoestoJewel JewelSupermarket JewelorthirdpartyDC P Gorothermanufacturer PlasticProducer Chemicalmanufacturer e g OilCompany TennecoPackaging PaperManufacturer TimberIndustry Chemicalmanufacturer e g OilCompany AnticipatoryBusinessModel Response basedBusinessModel The21stCenturySupplyChain Managingthemodernsupplychainisajobthatinvolvesspecialistsinmanufacturing purchasing anddistribution ofcourse ButtodayitisalsovitaltotheworkofCFOs CIOs operationsandcustomerserviceexecutives andcertainlychiefexecutives Changesinsupplychainmanagementhavebeentrulyrevolutionary andthepaceofprogressshowsnosignofmoderating Inourincreasinglyinterconnectedandinterdependentglobaleconomy theprocessofdeliveringsuppliesandfinishedgoods andinformationandotherbusinessservices fromoneplacetoanotherisaccomplishedbymeansofmind bogglingtechnologicalinnovations clevernewapplicationsofoldideas seeminglymagicalmathematics powerfulsoftware andold fashionedconcrete steel andmuscle SupplyChainLogisticsManagement Chapter2 Logistics Source RobertV Delaney 11thAnnual StateOfLogisticsReport June5 2000 1980GDP 2 88trillionLogisticsCost 451billion15 7 ofGDPTrans Cost 214billion 2007GDP 13 84trillionLogisticsCost 1398billion10 1 ofGDPTrans Cost 857billion billion UnitedStatesLogisticsCosts IntegratedLogistics OrderProcessing Inventory Transportation FacilityNetwork WarehousingMaterialHandlingPackaging LogisticalIntegration MarketDistributionOperatingConcerns MarketDistribution Activitiesrelatedtoprovidingcustomerservice Requiresperformingorderreceiptandprocessing deployinginventories storageandhandling andoutboundtransportationwithinasupplychain Includestheresponsibilitytocoordinatewithmarketingplanninginsuchareasaspricing promotionalsupport customerservicelevels deliverystandards handlingreturnmerchandise andlife cyclesupport Theprimarymarketdistributionobjectiveistoassistinrevenuegenerationbyprovidingstrategicallydesiredcustomerservicelevelsatthelowesttotalcost ManufacturingSupportOperatingConcerns ManufacturingSupport Activitiesrelatedtoplanning scheduling andsupportingmanufacturingoperations Requiresmasterscheduleplanningandperformingwork in processstorage handling transportation andtimephasingofcomponents Includestheresponsibilityforstorageofinventoryatmanufacturingsitesandmaximumflexibilityinthecoordinationofgeographicandfinalassembliespostponementbetweenmanufacturingandmarketdistributionoperations ProcurementOperatingConcerns Procurement Activitiesrelatedtoobtainingproductsandmaterialsfromoutsidesuppliers Requiresperformingresourceplanning supplysourcing negotiation orderplacement inboundtransportation receivingandinspection storageandhandling andqualityassurance Includestheresponsibilitytocoordinatewithsuppliersinsuchareasasscheduling supplycontinuity hedging andspeculation aswellasresearchleadingtonewsourcesorprograms Theprimaryprocurementobjectiveistosupportmanufacturingorresaleorganizationsbyprovidingtimelypurchasingatthelowesttotalcost LogisticsInformationRequirements EchelonedStructuredLogistics EchelonedStructuredLogistics FlexibleEchelonedStructuredLogistics ProcessView CycleViewofSCs CustomerOrderCycle ReplenishmentCycle ManufacturingCycle ProcurementCycle Customer Retailer Distributor Manufacturer Supplier interface interface interface interface LogisticalPerformanceCycles Multi EchelonedFlexibleNetwork CustomerOrderCycle Atthecustomer retailerinterfaceIncludesallprocessesdirectlyinvolvedinreceivingandfillingthecustomer sorder CustomerarrivalCustomerorderentryCustomerorderfulfillmentCustomerorderreceiving BasicMarketDistributionPerformance CycleActivities ReplenishmentCycle Attheretailer distributorinterfaceIncludesallprocessesinvolvedinreplenishingretailerinventory RetailerordertriggerRetailerorderentryRetailerorderfulfillmentRetailerorderreceiving ManufacturingCycle Atthedistributor manufacturerinterfaceIncludesallprocessesinvolvedinreplenishingdistributor orretailer inventory Orderarrivalfromdistributor retailer orcustomerProductionschedulingManufacturingandshippingReceivingatthedistributor retailer orcustomer ProcurementCycle Atthemanufacturer supplierinterfaceIncludesallprocessesnecessarytoensurethatmaterialareavailableformanufacturingaccordingtoschedule Keypoint AcycleviewoftheSCClearlydefinestheprocessesinvolvedandtheownersofeachprocess Usefulinoperationaldecisions specifiestherolesandresponsibilitiesofeachmemberoftheSCandthedesiredoutcomeforeachprocess Procurement CycleActivities Performance CycleUncertainty SupplyChainLogisticsManagement Chapter3 CustomerAccommodation ServiceOutputs TheValueAdded Differentsupplychainsprovidedifferentlevelsofserviceoutputtoconsumers endusers 1 SpatialConvenience2 Lotsize3 Waitingtime4 Productvariety assortmentwidthanddepth StrategicPerspectives HighlevelofBasicService ThePlatformTargetedValue AddedSatisfactionGrowththroughCustomerSuccess 3LevelsofCustomerFocus Achieveinternalstandards e g specifiedperformancecycleoffillrate Meetcustomerexpectations e g arriveontimewithrightproductasmeasuredbythecustomer Customersofchoiceachievetheirobjectives e g logisticsoperationcanprovideproductandserviceinamannerthatensureslongtermcustomerviability 3 32 McGraw Hill Irwin SupplyChainLogisticsManagement FirstEdition Bowersox Closs andCooper Copyright 2002byTheMcGraw HillCompanies Inc Allrightsreserved BasicServiceElements AvailabilityFillratesStockoutsOrdersshippedcompleteOperationalPerformanceSpeedConsistencyFlexibilityRecovery ServiceReliability damage mis shipments etc LogisticsCustomerServiceMix PerfectOrder Achievement The PerfectOrder DefinedCompleteOrdersDeliveredToCustomersRequestedDateAndTimeInPerfectCondition IncludingAllDocumentation 97x 97x 97x 97x 97x 97x 97x 97x 97x 97 73 3 34 McGraw Hill Irwin SupplyChainLogisticsManagement FirstEdition Bowersox Closs andCooper Copyright 2002byTheMcGraw HillCompanies Inc Allrightsreserved WHATISCUSTOMERSATISFACTION SAT F Expectations perceivedperformance PerceivedPerformance Expectations 0 Satisfaction MeetorExceedCustomerExpectations AGENERICPROFILEOFEXPECTATIONS 1 RELIABILITY2 RESPONSIVENESS3 COMPETENCE4 ACCESS5 COURTESY6 COMMUNICATION7 CREDIBILITY8 SECURITY9 TANGIBLES10 KNOWINGTHECUSTOMER SATISFACTIONANDQUALITYMODEL 3 37 McGraw Hill Irwin SupplyChainLogisticsManagement FirstEdition Bowersox Closs andCooper Copyright 2002byTheMcGraw HillCompanies Inc Allrightsreserved CustomerSatisfaction WHYCUSTOMERSATISFACTIONISNOTSUFFICIENT Itfocusesoncustomer sexpectations nottheirrealrequirementsConsiderableresearchsuggeststhat satisfied customersstillarelikelytodefectThereisatendencybycompaniestotreatallcustomersasbeingequalandidentical 3 39 McGraw Hill Irwin SupplyChainLogisticsManagement FirstEdition Bowersox Closs andCooper Copyright 2002byTheMcGraw HillCompanies Inc Allrightsreserved EvolutionofManagementThought PhilosophyFocusCustomerServiceMeetInternalStandardsCustomerSatisfactionMeetExpectationsCustomerSuccessMeetCustomerRequirementsNoticethatthesatisfactionmodeldoesnotfocusonrequirements MovingtoCustomerSuccess DevelopmentofLogisticalCompetency ACHIEVINGCUSTOMERSUCCESS NOTALLCUSTOMERSHAVETHESAMEREQUIREMENTSUNDERSTANDYOURCUSTOMERS REQUIREMENTSKNOWYOURCUSTOMERS PROCESSESHOWCANYOURCAPABILITIESENHANCECUSTOMERS PERFORMANCE NEWPERFORMANCEMETRICS SupplyChainLogisticsManagement Chapter4 InventoryManagementandStrategy 4 1ProductPositioningDecisionFactors AccurateassessmentofinventoryvalueAssignmentofresponsibilityforinventorycarryingcostsOpportunitycost 15 Taxesandinsurance 1 Obsolescence 1 Storage 2 4 2库存管理系统 库存管理系统是以库存成本降低和服务水平提升为共同目的的相关制度 规范 方法 手段 技术 管理以及操作过程的集成 它对存货从选择 规划 订货 进货 入库 储存及至最后出库的流程进行科学而合理的控制和优化 以实现存货在时间 空间上的有效整合及系统的整体经济效益 ProvideforUncertaintyInventoryManagement ManageWheretostock Whentoorder Howmuchtoorder ControlAccountabilityAccuracy 库存计划的制定可以有以下几种分类方法 1 按库存周期类型 可以分为单周期库存和多周期库存 2 按对库存的检查策略 可以分为连续检查策略和定期检查策略 3 按照库存补给策略 可分为 连续性检查的固定订货量 固定订货点策略 连续性检查的固定订货点 最大库存策略 周期性检查的固定订货策略 周期性检查的最大库存策略 4 按照库存控制模型可以分为确定型库存模型和随机型库存模型 5 按需求是否相关可以分为独立需求库存模型和相关需求库存模型 基本的决策变量是订货点 R 定货批量 Q 检查周期 t 和最大库存 S 库存计划策略组合 一 定量订货库存管理系统 定量订货方式 优点 每次订货之前都要详细检查和盘点库存 检查是否降低到订货点 能够及时了解和掌握库存动态 每次订货数量固定 且是预先确定好的经济订货批量 方法简便 定量订货库存管理系统适用于品种数目少但占用资金大的A类库存 缺点必须对所有存货的实物数量不断地加以核查和盘点 从而增加了库存保管的维持成本 该系统对各项存货的管理是分别进行的 该方式要求对每个品种单独进行订货作业 即不考虑产品联合订货 这样会增加订货成本和运输成本 二 双堆库存管理系统又称为两批库存管理系统 与定量订货库存管理系统原理相同 同属于固定数量定货库存管理系统 特点 企业库存量形象化 简便易行 缺点 占用较多的仓库面积 双堆订货管理系统最适合于廉价的 用途较为单一的和前置时间短的物品 三 定期定货库存管理系统定期定货库存管理系统是以定期定货 periodorderquantity POQ 库存管理模式为基础的库存管理系统 采用的库存计划策略为可以为 t S 策略 优点 订货间隔时间确定 多种货物可同时进行采购 可以降低订单处理成本 运输成本和获得供应商的价格折扣 由于不需要经常进行库存盘点 只是到了订货周期开始才检查库存量 大大减少了库存管理人员的工作量 从而降低了库存管理费用 缺点 由于不经常进行库存检查 和盘点 对于企业存货的实际情况无法及时掌握 企业为了对应订货间隔期间内需要的突然变动 往往库存水平较高 定量订货管理系统和定期订货库存管理系统的比较 四 最大 最小库存管理系统最小 最大系统是利用定量订货库存管理系统和定期订货库存管理系统的组合而得到的库存管理系统 采用 R Q 库存计划策略与 t S 库存计划策略的结合 又称为非强制性补充供货系统 该库存管理系统要求企业确定库存量的最高水平 再订货点和固定的盘存周期 企业的库存水平按照固定的时间间隔进行检查 若在检查日库存余额高于预定的再订货点 便不订货 若在检查日库存余额等于或低于再订货点时 便进行订货 订货量等于最高库存水平减去盘存时的库存水平 4 3多周期库存模型订货量的确定1 经济订货批量模型假设 需求速度是恒定的 单位时间内需求D件产品 订货批量固定在每次订货Q件 也就是说 每次仓库向供应商订购Q件产品 仓库每次订货都会发生一个固定的订货成本C0 库存产品放在仓库中保管时会发生库存持有成本 h是每单位产品存放单位时间的库存持有成本 提前期 发出订单到收到货物的时间为零初始库存量为零计划期无限长 随时间变化的库存水平 两次相邻补货之间的时间为一个周期 整个周期T内的库存成本 单位时间的总平均成本为 应用微积分对上式求导 可以得出使成本最小所对应的订货量Q 例4 1某企业对某种产品的年度需求量为8000单位 每单位的价值为p 10元 件 订货费用为每次30元 库存持有成本为按所存货物价值的30 计算 求EOQ 解答 该企业的经济订货批量为 2 EOQ的调整EOQ的假设条件使得其适用性大打折扣 在实际应用中还必须考虑其他一些因素 1 运输费率一般来说 一次订货的批量越大 单位运输成本就越低 在卡车运输和铁路运输中大批量装运存在运费折扣是很普遍的现象 于是 在其他条件都相同的情况下 企业希望以最为经济的运输批量来进行购买 此时的订货数量也许会大于用EOQ方法所确定的经济订货批量 例4 2某企业对某种产品的年度需求量 2400单位 每单位成本 5 00元存货持有成本百分比 20 订货成本 19元小批量装运的费率 1元 单位大批量装运的费率 0 75元 单位下面对比订货批量分别为300个480两种方案的成本进行比较 2 批量折扣在批量折扣的情况下 企业按照与给定的数量有关的价格计算总成本 以确定相应的EOQ值 如果按照折扣数量订购所获得的成本降低足以弥补增加的库存成本时 那么数量折扣就是一个可行方案 例4 3某公司每年需采购某种产品732件 该产品的订货成本为45元 储存成本为每年15元 该产品的折扣策略如下表 通过计算得出EOQ 66件此时总成本为TC66 732 20 732 66 45 1 2 66 15 15634比较TC80 732 18 732 80 45 1 2 80 15 14188TC100 732 17 732 100 45 1 2 100 15 13523最佳订货量Q 100 作业 A公司以单价10元每年购入某种产品8000件 每次订货费用为30元 资金年利息率为12 单位维持库存费按所库存货物价值的18 计算 若每次订货的提前期为2周 试求经济订货批量 最低年总成本 年订购次数和订货点 三 多周期库存模型的订货时点多周期库存模型的假设 需求是随机的 服从一定的随机分布 每次订货 需要支付一个固定的成本C0 再加上与订购数成比例的费用 如果发出一个订单 供应商在经过一定提前期后到达 提前期可能是固定的也可能是随机的 如果顾客订单到达时 手头无存货满足顾客需求 这笔订单就会失去 规定一个必须的服务水平 服务水平是提前期中不出现缺货的概率 如 供应商希望确保提前期内至少能满足95 的顾客需求 则服务水平为95 1 不确定条件下再订货点的确定 1 需求不确定条件下的再订货点 ROP ROP由两部分组成 提前期内的平均库存水平 LT d安全库存ssROP d LT Z Sd LT1 2 2 提前期不确定条件下的再订货点当提前期不确定时 定义平均提前期为T 提前期的标准差为sLT 此时的安全库存量为 ss Z d sLT 此时的再订货点为ROP d LT Z d sLT 3 需求和提前期不确定条件下的再订货点可以通过将需求波动和提前期波动累加得出需求和提前期不确定条件下的合成标准差 CombiningDemandandLeadTimeUncertainty LeadTimeLT 10 LT 2 00 DemandDD 5 DD 2 54 AverageLTD Leadtimedemand LT DD 50 10 71 McGraw Hill Irwin SupplyChainLogisticsManagement FirstEdition Bowersox Closs andCooper Copyright 2002byTheMcGraw HillCompanies Inc Allrightsreserved 例5 5某制造商销售一种零件 每天的平均需求为100件 订货提前期为4天 1 设需求呈正态分布 且需求相互独立 需求的标准差为30件 当客户服务水平为99 时 其安全库存量为多少 再订货点是多少 2 若需求稳定 但是订货完成周期服从正态分布 并且其标准差为4天 当客户服务水平为99 时 该企业需要持有的安全库存量是多少 再订货点是多少 3 若需求服从标准差为30的正态分布 并且提前期也是变化的 提前期的标准差为4天 当客户服务水平为99 时 该企业需要持有的安全库存量是多少 再订货点是多少 作业 定量订货策略下苏宁零售店苹果手机的安全库存问题 在苏宁的一家零售店里苹果手机一周的需求量呈正态分布 其均值为300 标准差为200 苹果公司要花两周的时间为苏宁提供定货 苏宁公司确定补给周期供给水平为95 并且对库存情况进行连续监控 问 苏宁零售店应该保持手机的安全库存量是多少 再定货点应该是多少 一 库存的ABC分类管理ABC分类管理方法就是将库存物品按重要性程度分为特别重要的库存 A类库存 一般重要的库存 B类库存 和不重要的库存 C类库存 三个等级 然后针对不同的级别分别进行管理和控制 将商品按其库存额从大到小进行排序 并算出总库存额 计算累计库存额占总库存额的百分比 按累计库存百分比划分A B C类 ABC分类管理 ProductClassificationAnalysis ABC SampleIntegratedStrategy SupplyChainLogisticsManagement Chapter11 TransportationInfrastructureandRegulation TransportationManagement DiscussionTopicsTransportationInfrastructureIntegratedTransportationDecisions Supplier Manufacturer Customer Inbound Outbound Product InfoFlows Info ReturnGoodsFlows TransportationValueContribution FreightTransportationModes CostStructureServiceCapabilities TransportationInfrastructure TransportationModes RailMotorAirWaterPipelineIntermodal Premium BasicModesofTransportation FixedcostsVar costsTrafficcompositionRailhighlowbulkfood mining heavymfgMotorlowmediumconsumergoods medium lightmfgWatermediumlowbulkfood mining chemicalsAirlowhighhigh valuegoods rushshipmentsPipehighlowpetroleum chemicals mineralslurry RelativeServiceCharacteristics OperatingcharacteristicsRailMotorWaterAirPipeSpeed32415Availability21435Dependability32451Capability23145Flexibility31425Composite1391715211 best 5 worst Intermodal Rail Air Water Truck TransportPrinciplesEconomiesofScale wgt Sizeofshipment TransportationCostTheory EconomyofScale1 Costperunit Volume LTL TL 15 000lbs TransportationCostTheory cont EconomyofScale2 Costperunit Density LTL TL TransportPrinciplesEconomiesofDistance wgt ShipmentDistance TaperingPrinciple TransportationFormats CommoncarriersContractcarriersPrivatecarriersExemptcarriersNon operatingintermediariesFreightforwardersShipper sAssociations CooperativesandAgentsBrokers ChangingTransportationEnvironment DeregulationTime basedcompetitionExpandinggeographiccoverageInformationtechnologyIntermodal Mode CarrierClass Carrier DiscreteSteps TraditionalMode CarrierSelection IntegratedMode Class CarrierSelection Mode Class CarrierIntegratedDecision Customerservice transittimerequirements Transportationcostconstraints Integratedtransportationcarrierdatabase allpossiblemodes types carrierswithpricing Market productcharacteristics CarrierSelection TransportationCosts ProductrelatedDensityStowabilityEase difficultyofhandlingLiability MarketrelatedCompetitionlevelLocationofmarketsNatureandextentofregulationBalanceoffreighttrafficSeasonalityofproductmovementsDomesticvs International PricingandRateNegotiations ratevariance Marketrelatedvalue MaximumRate MinimumRate Product servicerelatedcost competition marketlocation regulations freightbalance seasonality international distance density stowability handling liability TransportationRegulatoryEnvironment Economic ObjectivesConsumerandmarketprotectionIndustrystabilityImposeintegrityonindustrypracticesTypesofeconomicregulationEntryRatesServicesExit TransportationRegulatoryEnvironment Safety ObjectivesEmployeeandpublicprotectionEnvironmentalprotectionTypesEquipmentEnvironmentalconstraintsOperatorconstraintsHazardousmaterial SupplyChainLogisticsManagement Chapter12 TransportationManagement IntegratedTransportationDecisions Supplier Manufacturer Customer Inbound Outbound DecisionFlow Strategic Operational Macro Micro DecisionScope Totalnetworkandlanedesigndecisions Dockleveldecisions Laneoperationdecisions Mode carrierselectiondecisions Ratenegotiations 12 100 McGraw Hill Irwin SupplyChainLogisticsManagement FirstEdition Bowersox Closs andCooper Copyright 2002byTheMcGraw HillCompanies Inc Allrightsreserved NetworkFreightFlows S supplier P plant W warehouse C customer S S S S P P P P W W W C C C C C C C C C C C C C C C C C C S C C C 12 101 McGraw Hill Irwin SupplyChainLogisticsManagement FirstEdition Bowersox Closs andCooper Copyright 2002byTheMcGraw HillCompanies Inc Allrightsreserved LaneOperationDecisions Analyzelanedensities frequenciestounderstandwhatopportunitiesemergefor Inbound outboundconsolidationVehicleconsolidationTemporalconsolidationNetworkconsolidationCarrierconsolidation Example 12 103 McGraw Hill Irwin SupplyChainLogisticsManagement FirstEdition Bowersox Closs andCooper Copyright 2002byTheMcGraw HillCompanies Inc Allrightsreserved NorthCarolinaTLVanFreightDistribution CARRIERWT k OFMARKETCOTTON4261 47 7WARD S3050 76 4PIQUA2491 25 9SO BROKE1914 44 4N P1764 03 7TRANSDYN1546 22 8KBT1368 62 1ITCO1363 01 9WRIGHT811 91 5TELEDYNE727 21 1TOPTENTOTAL37 5 29CARRIERSREMAINING62 5 CarrierConsolidation TransportationCosts ProductrelatedDensityStowabilityEase difficultyofhandlingLiability MarketrelatedCompetitionlevelLocationofmarketsNatureandextentofregulationBalanceoffreighttrafficSeasonalityofproductmovementsDomesticvs International OtherTransportationFees Transitservicesor Stop offcharges Diversion ReconsignmentfeesDemurrage rail orDetention motor feesAccessorialservicesfeesSurcharges DockLevelDecisions Tacticalplanningandcontrolactivitiesconcernedwithmakingandreceivingshipmentsandloadingandunloadingfreight Orderpicking Receiving Unloading Loading LoadPlanning Routing Scheduling Benefitsinclude GreatervehicleutilizationImprovedandmoreresponsivecustomerserviceReducedtransportationexpensesReducedcapitalinvestmentinequipment DockLevelDecisions TacticalplanningandcontrolactivitiesconcernedwithmakingandreceivingshipmentsandsupervisionofloadingandunloadingfreightLoadPlanningRoutingandScheduling LoadPlanning Properpacking marking blocking bracing andstowageoffreightImportance Legal safetyimplicationsProductprotectionCost serviceperformance RoutingandScheduling Findingbestpathavehicleshouldfollowthroughnetworksofroads raillines shippinglanes andairroutesDeterminingbestpatternforstops multi vehicleuse driverlayovers timeofdayrestrictions PrinciplesforDockLevelOperations LoadtruckswithdeliveriesforcustomersclosesttoeachotherStopsonindividualdaysarrangedtogetherStartrouteswithfartheststopsfirstCircularroutes don tcrosspathsUselargestvehiclesfirstifcanbefilledMixpickupsinwithdeliveries notatendIfonestopfarfromother useanothertruckAvoidnarrowstoptimewindows orhandleseparately BenefitsofGoodDockLevelOperations GreatervehicleutilizationImprovedandmoreresponsivecustomerserviceReducedtransportationexpensesReducedcapitalinvestmentinequipment SupplyChainLogisticsManagement Chapter13 Warehousing ECONOMICBENEFITSOFWAREHOUSING ConsolidationBreak bulkorcrossdockProcessing PostponementStockpiling WAREHOUSEBENEFITSCONSOLIDATION PlantA PlantB PlantC ConsolidationWarehouses CustomersABC WAREHOUSEBENEFITDISTRIBUTIONASSORTMENT PlantA PlantB PlantC DistributionCenter CustomerA CustomerB CustomerC WAREHOUSEBENEFITBREAKBULKOPERATION PlantA BreakBulkWarehouse CustomerA CustomerB CustomerC SERVICEBENEFITSOFWAREHOUSING SpotstockAssortmentMixingProductionsupportMarketpresence WAREHOUSINGBENEFITSIN TRANSITMIXING