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1、Chapterl.IroductiontoSupplyChainManagement1. supplychainThesystemofsuppliers,manufacturers,transportation,distributors,andvendorsthatexiststotransformrawmaterialstofinalproductsandsupplythoseproductstocustomers.2. supplychainmanagement!SCMisabusinessnetworkcoveringfrombuying,making,moving,warehousin
2、gtoselling.3. Whatmakessupplychainmanagementdifficult?Supplychainstrategiescannotbedeterminedinisolation.Theyaredirectlyaffectedbyanotherchainthatmostorganizationshave,thedevelopmentchain.Itischallengingtodesignandoperateasupplychainsothattotalsystemwidecostsareminimized,andsystemwideservicelevelsar
3、emaintained.Uncertaintyandriskareinherentineverysupplychain.4. 【StrategiesforSCMGlobalOptimization(全局优化)ManagingUncertainty(管理不确定性)5. WhyisGlobalOptimizationHard?Thesupplychainisacomplexnetwork.Differentfacilitiesinthesupplychainfrequentlyhavedifferent,conflictingobjectives.Thesupplychainisadynamics
4、ystem.Systemvariationsovertime6. WhyIsUncertaintyHardtoDealWith?Matchingsupplyanddemandisamajorchallenge.Forecastingdoesn'tsolvetheproblem.Inventoryandback-orderlevelstypicallyfluctuateconsiderablyacrossthesupplychain,evenwhencustomerdemandforspecificproductsdoesnotvarygreatly.Demandisnottheonly
5、sourceofuncertainty.Recenttrendssuchasleanmanufacturing,outsourcing,andoffshoringthatfocusonreductionincreaseriskssignificantly.7. 【ThethreeprinciplesofallforecastingtechniquesForecastingisalwayswrong.Thelongertheforecasthorizon,theworsetheforecast.Aggregateforecastsaremoreaccurate.Chapter2.Inventor
6、yManagement,SupplyContractsandRiskPooling1. 【何时彳氐(高)于平均需求1Ifthecostofnotsellinganadditionalunitislargerthantheprofitfromsellinganadditionalunit,theoptimalquantityingeneralwillbelessthanaveragedemand,whileifthereverseistrue,theoptimalorderquantityingeneralwillbegreaterthanaveragedemand.2. 【平均需求与最优订货量
7、的关系Theoptimalorderquantityisnotnecessarilyequaltoaverage,orforecastdemand.3. 【CoefficientofvariationCoefficientofvariationTheStandarddeviationmeasurestheabsolutevariabilityofcustomerdemands,thecoefficientofvariationmeasuresvariabilityrelativetoaveragedemand.4. 【RiskPooling:threecriticalpointsCentral
8、izinginventorycontrolreducesbothsafetystockandaverageinventorylevelforthesameservicelevel.Thehigherthecoefficientofvariation,thegreaterthebenefitobtainedfromcentralizedsystems;thatis,thegreaterthebenefitfromriskPooling.ThebenefitsfromriskPoolingdependonthebehaviorofdemandfromonemarketrelativetodeman
9、dfromanother.5. ForecastingMethodsJudgmentmethods(判断方法)Marketresearchmethods(市场研究方法)TimeSeriesmethods(时间序歹!J方法)Causalmethods(因果方法)以上为定性方法,为定量方法。6. InventoryManagementscontrollingmethocfeContinuousreviewpolicy(持续检查策略)Periodicreviewpolicy(定期检查策略)7. 【(s,S)PolicyWhenevertheinventorypositiondropsbelowace
10、rtainlevel,s,weordertoraisetheinventorypositiontolevelS.(s,S)勺计算:Thereorderpoint(s)hastwocomponents:a. Toaccountforaveragedemandduringleadtime:LTAVGb. Toaccountfordeviationsfromaverage(wecallthissafetystock):zSTD一wherezischosenfromstatisticaltablestoensurethattheprobabilityofstockoutsduringleadtimei
11、s100%-SL.Sincethereisafixedcost,weordermorethanuptothereorderpoint:Q二Thetotalorder-up-tolevelis:S=Q+s注:AVG=averagedailydemandSTD=standarddeviationofdailydemandLT=replenishmentleadtimeindaysh=holdingcostofoneunitforonedaySL=servicelevel(forexample,95%).ThisimpliesthattheprobabilityofStockingoutis100%
12、-SL(forexample,5%)K=fixedcostAlso,theInventoryPositionatanytimeistheactualinventoryplusitemsalreadyordered,butnotyetdelivered.8. 【JudgmentMethod*AssembletheopinionofexpertsSalesforcecompositecombinessalespeople'sestimates7匚集意见)Panelsofexpertsinternal,external,both(专家座谈)Delphimethod(德尔菲方法):a. Eac
13、hmembersurveyedb. Opinionsarecompiledc. Eachmemberisgiventheopportunitytochangehisopinion.9. SupplyContract*Buy-BackContract回购合同):Theselleragreestobuybackunsoldgoodsfromthebuyerforsomeagreed-uponpricehigherthanthesalvagevalue.Revenue-SharingContracts收入共享合同):Thebuyersharessomeofitsrevenuewiththeselle
14、r,inreturnforadiscountonthewholesaleprice.GlobalOptimizationContracts(全局优化合同):Thisunbiaseddecisionmakerwouldconsiderthetwosupplychainpartners,thesupplierandthebuyer,astwomembersofthesameorganization.Thatis,thetransferofmoneybetweenthepartiesisignoredandtheunbiaseddecisionmakerwillmaximizesupplychain
15、profit.QuantityFlexibilityContracts(数量灵活合同):Supplierprovidesfullrefundforreturneditemsaslongasthenumberofreturnsisnolargerthanacertainquantity.SalesRebateContracts(销售回扣合同):Supplierprovidesadirectincentivetotheretailertoincreasesalesbymeansofarebatepaidbythesupplierforanyitemsoldaboveacertainquantity
16、.Chapter3.LogisticsNetworkConfiguration1. 【物流网络配置】2. 【数据处理】3. 【网络技术】4. 【SolutionTechnique】sMathematicaloptimizationtechniques:a. Exactalgorithms:findoptimalsolutions(准确算法)b. Heuristics:find“good”solutions,notnecessarilyoptimOB发式算法)Simulationmodels:provideamechanismtoevaluatespecifieddesignalternativ
17、escreatedbythedesigner.Chapter4.TheValueofInformation1. 【“Inmodernsupplychains,informationreplacesinvento】ryIthinkitis”truebecauseinformation:HelpsreducevariabilityHelpsimproveforecastsEnablescoordinationofsystemsandstrategiesImprovescustomerserviceFacilitatesleadtimereductionsEnablesfirmstoreactmor
18、equicklytochangingmarketconditions.2. WhatistheBullwhipEffectOrdervariabilityisamplified(放大)thesupplychain;upstreamechelons(梯度)facehighervariability.3. 【WhatarethecausestheBullwhipEffec】t?Promotionalsales:ForwardbuyingVolumeandtransportationdiscounts:BatchingInflatedorders:IBMAptivaordersincreasedby
19、2-3timeswhenretailersthoughtthatIBMwouldbeoutofstockoverChristmasDemandforecasting:Order-up-topointsaremodifiedasforecastschange-ordersincreasemorethanforecastsLongcycletimes:Longleadtimesmagnifythiseffect4. 【MethodsforCopingwiththeBullwhipEffe】ctReduceuncertainty:POS;Sharinginformation;Sharingforec
20、astsandpoliciesReducevariability:Eliminatepromotions;Year-roundlowpricingReduceleadtimes:EDI;CrossdockingStrategicpartnerships:Vendormanagedinventory(VMI);Datasharing5. 【集中信息】Chapter5.SupplyChainIntegration1. 【SupplyChainStrategi】esPushStrategies:特点:a. Productiondecisionsbasedonlong-termforecastsb.
21、Orderingdecisionsbasedoninventory&forecasts缺点:a. Inabilitytomeetchangingdemandpatterns.b. Theobsolescenceofsupplychaininventoryasdemandforcertainproductsdisappears.c. Thebullwhipeffect:Excessiveinventory(库存过多),ExcessiveproductionvariabilityPoorservicelevelsPullStrategies:特点:Productionisdemanddri
22、vena. Productionanddistributioncoordinatedwithtruecustomerdemandb. Firmsrespondtospecificorders优点:a. Reducedleadtimes(betteranticipation)b. Decreasedinventorylevelsatretailersandmanufacturersc. Decreasedsystemvariabilityd. Betterresponsetochangingmarkets缺点:a. Hardertoleverageeconomiesofscaleb. Doesn
23、'tworkinallcasesPush-PullSupplyChainsCharacteristicsandSkillsObject Cost Minimization service LevelComplexity HighLowFocus2.【模型图】Resellce AllocationLongResponsivenessShortSupplychain planning OrderfulfilliTient ibDemand uncertainn'61FfonauiLes of ScaleDeLK ery £口登 Unit price3.【Theimpact
24、ofleadtimeanddemanduncertaintyDemandUncertainnpShortPullContiiHicus replenishmentInventory positioningLead timeChapter6.StrategicAlliances1. StrategicAlliancelSStrategicalliancesaretypicallymultifaceted侈方位的),goal-oriented,long-termpartnershipsbetweentwocompaniesinwhichbothrisksandrewardsareshared.2.
25、 【ThealliancewillhelpaddressthefollowingissUesAddingvaluetoproducts.(增加产品价值)Improvingmarketaccess(改善市场进入)Strengtheningoperations;(强化运作管理)Addingtechnologicalstrength(增强技术力量)Enhancingstrategicgrowth(促进战略成长)Enhancingorganizationalskills(提高组织技能)Buildingfinancialstrength(建立财务优势)3. 【TypesofStrategicPartne
26、ringMainCharacteristicsofSPICriteriaTypesDecisionAldkerInventoryOwu«rsLiPNevSkillsEmployedbyVendorsQuickKetailerRetailerForecastingSkillsCoiitiauousR呼kn建hm妇alContractuallyAgreedtoLe%-elsEitherPartyForecasting&Hit-entoryControlAdtaucMlContiuuoujRqpktiklimentContracruallyagreedto&CcntLnuo
27、viElyImpravedLevelsEitherPartyroreeastirig&lnvetttor>_ControlVMITenderEitherPartyRetailManagement4. 【AdvantagesofSPFullyutilizesystemknowledgeDecreaserequiredinventorylevelsImproveservicelevelsDecreaseworkduplicationImproveforecasts5. 【DisadvantagesofS】PExpensiveadvancedtechnologyisrequired.S
28、upplier/retailertrustmustbedeveloped.Supplierresponsibilityincreases.Expensesatthesupplieroftenincrease.6. 【Whataretheadvantagesof3PL】?FocusoncorestrengthsProvidestechnologicalflexibilityProvidesOtherflexibilityingeography,workforcesize,additionalservicesandresourceflexibility7.【Whatarethedisadvanta
29、gesof3P】L?Lossofcontrol3PLemployeesmayinteractwithcustomersSharingofconfidentialinfoChapter7.ProcurementandOutsourcing1. 【OutsourcingBenefi】tsEconomiesofscalereducemanufacturingcostsRiskpoolingdemanduncertaintiesaretransferredReducecapitalinvestmentFocusoncorecompetencyIncreasedflexibility2. 【Outsou
30、rcingRisk】sLossofcompetitiveknowledgeConflictingobjectives3. 【Reasonsforoutsourcin】gDependencyoncapacityDependencyonknowledge4. 【Productarchitectur】eModularproducts:a. Componentsareindependentofeachotherb. Componentsareinterchangeablec. Standardinterfacesareusedd. Acomponentcanbedesignedorupgradedwi
31、thlittleornoregardtootherComponentse. CustomerperformancedeterminestheproductconfigurationIntegralsproductsf. Notmadefromoff-the-shelfcomponentsg. Designedasasystembytakingatop-downdesignapproachh. Evaluatedbasedonsystemperformance,notbasedoncomponentperformancei. Componentsinintegralsproductsperfor
32、mmultiplefunctions5. 【AFrameworkforOutsourcin】gF口oductDependent:knowledge,capacityIndep:knowledgeDep:capacityIndep/knowledgecapacityMedu括rOutsourcingriskyOutsourcingopportunityOutsourcingcanreducecostIntegralOutsourcingver/riskyOutsourcingoptionKeepinternal6.【ProcurementStrategyBoitlenefklteins,Etis
33、uTesupplyStrategicttemsFormpartnershipsNon-CnticaItemsSimplifyandautomateLeverageItemsoExploitpurchasingpowerandminimizecostHighLqwProfitImpact7.CharacteristicsofFunctionalVersusInnovativeProdUCtSt性产品VS创新性产品)(了解)尸1Fuiictioii»lproductsInnovativeproductsProductcloclispecdSlowFastDemandcharacteris
34、ticsPredictable1.npredictableProfitIMarginLowHighProductvarieft7rLoivHighAverageforecasterroratthetimeproductiouiscommittedLowHighAverasestockoutrateS1LowHi支hS'Chapter8.GlobalLogisticsandRiskManagement1.【ForcesDrivingGlobalizations球供应链的驱动力)GlobalMarketForcesTechnologicalForcesGlobalCostForcesPol
35、iticalandEconomicForces2.【ManySourcesofRisksNaturaldisastersGeopoliticalrisksEpidemicsTerroristattacksVolatilefuelpriceCurrencyfluctuationsPortdelaysMarketchangesSuppliersperformanceForecastingaccuracyExecutionproblems以上属于不可控风险,介于可控与不可控风险之间,属于可控风险,剩余的为可控风险。3. ManagingtheUnknown-unknown处理不可控风险的方法)】In
36、vestinredundancy(缓冲能力):RedundancyisbuiltatthedesignstageIncreasevelocityinsensingandresponding感应与应对):SensingandrespondingrequireaccurateinformationinatimelyfashionCreateanadaptivesupplychaincommunity:Anadaptivesupplychainisasupplychaininwhichallitselementssharesimilarculture,worktowardthesameobjecti
37、ves,andbenefitfromfinancialgains4. ManagingGlobalRiskS处理全球化风险的策略)】SpeculativeStrategies投机策略):a. Betonasinglescenariob. JapaneseautomanufacturinginJapanHedgeStrategies规避策略):c. Lossesinoneareaoffsetbygainsinanotherd. VolkswageninUS,Brazil,Mexico,GermanyFlexibleStrategies菜性策略)5. 【Approachescanbeutilize
38、dtoimplementflexiblestrategieseffect】ivelyProductionshifting(产品转移)InformationSharing(信息共享)Globalcoordination(全球协调)Politicalleverage(政治杠杆)6. 【RequirementsforGlobalStrategyImplementationiveBasicFunctionsofFirms五种基本职能):ProductdevelopmentPurchasingProductionDemandmanagementOrderfulfillment7. 【RegionalPr
39、oduc】ts8. 【InternationalProducts】9. 【MajorDifferencesBetweenDifferentRegions】FirstWorldEmergingThirdWorldInfrastructureHighlydevelopedUnderdevelopmentInsufficientto当upportadvancedlogiMzicsSupplierOperatingStandardsHighVariableTypicallynotconsideredInformationSystemAvailabilityGenerallyavailableSuppo
40、rtSystemnotavailableNotavailableHumanResourcesAvailableAvailablewithsomesearchingOftendifficulttofindChapter9.CoordinatedProductandSupplyChainDesign1. 【KeyConceptsofDesignforLogisticsEconomicPackagingandTransportationConcurrentandParallelProcessingStandardization2. ModularProcess模块化流程)】Consistingofd
41、iscreteoperations,suchthatinventorycanbestoredinpartiallymanufacturedformbetweenoptionsEachproductundergoasetofmakingitpossibletoProductsdifferfromeachotherintermsofthesubsetofoperationsthatareperformedonthem3. TypesofStandardizationPartStandardization(部件标准化):a. Commonpartsareusedacrossmanyprocesses
42、b. ProductredesignmightbenecessaryProcessStandardization(流程标准化):a. Standardizingasmuchoftheprocessaspossible,makingagenericorfamilyproductb. Delayingdifferentiationc. Called“Delayeddifferentiation”,“Postponement”d. Postponement:KeyConceptsProductStandardization(产品标准化):DownwardSubstitutiona. Produceo
43、nlyasubsetofproducts(becauseproducingeachoneincurshighset-upcost)b. Guidecustomerstoexistingproductsc. Substituteproductswithhigherfeaturesetforthosewithlowerfeaturesetd. Whichproductstooffer,howmuchtokeep,howtooptimallysubstitute?ProcurementStandardization(生产标准化):a. Processingequipmentthatmanufactu
44、resthesewafersareveryexpensivewithlongleadtimeandaremadetoorderb. Thefirmreducesriskofinvestinginthewrongequipmentbypoolingdemandacrossavarietyofproducts4. 【OperationalstrategiesforstandardizationModulirPartStandard IzaitonMasimce compstient commonaEty kt。聒 productsCroces* StandardizationDeLay cusrcraizattoti "Product St
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