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Advanced Planning and Scheduling in Manufacturing and Supply Chains
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详细说明:This book is a guide to modern production planning methods based on new scientific achievements and various practical planning rules of thumb. Various batch computation methods are described in detail, while production planning is considered on several levels, including supply planningf or customersYuri auergauz
Sophus Group
Moscow
Russia
Additionalmaterialtothisbookcanbedownloadedfromhttp://extrasspringer.com
ISBN978-3-319-27521-5
ISBN978-3-31927523-9( e Book)
DOI10.10079783-319-27523-9
Library of Congress Control Number: 2016933485
C Springer International Publishing Switzerland 2012, 2016
This work is subject to copyright. All rights are reserved by the Publisher, whether the whole or part of
the material is concerned, specifically the rights of translation, reprinting, reuse of illustrations,
recitation, broadcasting, reproduction on microfilms or in any other physical way, and transmission
or information storage and retrieval, electronic adaptation, computer software, or by similar or
dissimilar methodology now known or hereafter developed
The use of general descriptive names, registered names, trademarks, service marks, etc. in this
publication does not imply, even in the absence of a specific statement, that such names are exempt
from the relevant protective laws and regulations and therefore free for general use
The publisher, the authors and the editors are safe to assume that the advice and information in this
book are believed to be true and accurate at the date of publication. Neither the publisher nor the
authors or the editors give a warranty, express or implied, with respect to the material contained
herein or for any errors or omissions that may have been made
Printed on acid-free paper
This Springer imprint is published by Springer Nature
The registered company is Springer International Publishing AG Switzerland
copyrighted material
Contents
Part I Modeling
1 Reference model
1.1 Modelling of business process
1.2 Concept of Reference Model
1. 2. 1 Reference Models in Supply Chains
1. 2.2 Reference Modelling Methodology
335679
1.3 Production Description
1.3.1 Basic Types of Production
1.3.2 Production Scale and Strategy.......... 13
1. 4 Advanced planning in IT Systems
15
1. 4.1 Planning in IT Systems
1. 4.2 Popularity and Effects of Advanced Planning....... 19
1. 5 IT System Interaction Standards
21
1.6 Quality Parameters in Supply Chains.......... 24
1.6.1 Markets and Their Main properties
5
1.6.2 Quality Parameters and Different Supply Chain
Levels.,,,,,,,,,,,,,,,,,,,,,,,,,,,,
26
1.6.3 Balanced Scorecard
28
1.7 Utility of Quality Parameters
31
1.7.1 Concept of Utility
31
1.7.2 Typical Utility Functions
34
1.7.3 Utility Functions in Business Process Quality
Evaluations
37
References,,,,,,,,,,,,,,,,,,,,,,,,,,,,,
42
2 Mathematical models
43
Simplest Planning Models
43
2.1.1 Classical Supply management model
43
2. 1.2 Continuous Linear Optimization model
45
2. 2 Correlations between mathematical and Reference models
52
2.2.1 Main Criteria and Constraints..,....... 52
2.2.2 Standard Classification of Planning optimization
Models
53
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Contents
2.2.3 Production Scale and Plan Hierarchy in Classification.. 55
3 Priority rules......
58
2.3.1 Simple Rules
58
2.3.2 Some Useful Theorems
62
2.3.3 Combined Priority rules........... 62
2. 4 Production Intensity and utility of Orders
64
2.4.1 Production Intensity
65
2.4.2 Dynamic Utility Function of Orders
70
2.5 More Complex Models of Linear Optimization
74
2.5.1 Integer Linear Optimization model
74
2.5.2 Integer Linear Optimization Models with Binary
Ⅴ ariables,
75
2.6 Fixed Job Sequence Models
78
2.6.1 Branch-and-Bound Method with minimum Cumulative
Tardiness t
79
2.6.2 Branch-and-Bound Method with Maximum average
Utility v
81
References..,,,,,,,,,,,,,,,,,,,,,
87
3 Production Bottlenecks models
89
3.1 Theory of Constraints
89
3.1.1 Fundamentals of Theory of Constraints
89
3.1.2 Bottleneck Operation Planning......... 92
3.1.3 Planning for Buffers, Ropes, and Non-bottleneck
Machin
95
3.1.4 Simple Example of Theory of Constraints
in appl
Ication
7
3.1.5 Theory of Constraints in Process Manufacturing
98
3.1.6 Review of Toc applications
3.2 Theory of Logistic Operating Curves
10l
3.2.1 Production Logistics)Variables
101
3.2.2 Some Notions Used in Queuing Theory...... 105
3.2.3 Plotting Logistic Operating Curves
107
3.2.4 Main Properties of Logistic Curves
110
3.3 Application of Logistic Operating Curves
.110
3.3.1
logistic Positioning.....
110
3.3.2 Bottleneck Analysis and Improvements............ 111
3.3.3 Evaluation of Overall Production performance,,,,, 112
3.4 Optimal Lot Sizing for Production Bottlenecks....... 116
3.4.1 Lot Sizing Heuristic
116
3.4.2 Analysis of Heuristic Solutions
119
3.5 Hierarchical Approach to Machinery Load Management... 122
3.5.1 Principles of Workload Control Concept
123
3.5.2 Example of Application of Controlled Load Approach.. 124
R
eferences
126
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Contents
4 Multi-criteria Models and Decision-Making
.127
4.1 Basic Concepts in Multi-criteria Optimization Theory
127
4. 1.1 Definition of Multi-criteria Optimization problems
127
4.1.2 Pareto Optimality
130
4.1.3 Main Methods of Solving Multi-criteria Planning
Problems
132
4.1.4 Analytical Method of Constructing a Trade-Off Curve.. 136
4.2 Optimized Multi-criteria Lot Sizing
138
4.2.1 Lot Sizing Based on Costs and Equipment
138
4.2.2 Analytical Lot Sizing with Two Criteria: Setup Time
and Cost
140
4.3 Example of Multi-scheduling Problem.......... 143
4.3.1 Special e-Neighbourhood of Efficiency Points.... 144
4.3.2 Solving Algorithm
145
4.4 Methods of Decision-Making Theory in Planning Problems... 150
4.4.1 Some Information from the Decision Making Theory.. 150
4.4.2 Example of the Planning Problem Requiring Decision
Makin
g
153
4.4.3 Decision-Making based on the guaranteed result
Principle...........,.....................156
4.4.4 Optimistic Decision-Making
157
4.5 Applications of Complex Decision-Making Methods
.158
4.5.1 Hurwitz Principle
158
4.5.2 Savage Principle
..159
4.5.3 Shifted ideal method..,,,,,,,,,,,,,,,,,,,,,.160
References
162
5 Data for Planning
163
5.1.1 Archives of Design-Engineering Documentation anld . 163
5.1 Composition of the Data Used for Planning
Orders
.,,,,163
5.1.2 Reference Data and Standards
167
5.1.3 Databases of Transactional IT Systems
169
5.1.4 Decision Support Databases.......... 170
5.1.5 Knowledge bases
.,171
5.2 Data Storage and management
.174
5.2.1 Relational Databases
,,,,,,,,174
5.2.2 Concept of Object-Oriented Databases
176
5.2.3 Database management systems
177
5.2.4 Tiered Data Storage
178
5.2.5 Distributed databases.,,,,,,,,,,,,,,,.,,,,,,.179
5.2.6 Service Oriented Architecture of IT Systems
l81
5.2.7 On-Line Analytical Processing.......... 183
5.3 Information Exchange
186
Contents
5.3.1 Internal Data Communication
186
5.3.2 Data Transfer Between Enterprises........ 187
5.3.3 Information Exchange in Different Types of
Cooperation.....
189
5.3.4 Information Exchange Automation........ 191
5.3.5 USe of Cloud Environment
194
References..,,,,,,,,,,,,,,,
,,,,,,,,,,,,,,,,,,,,.196
Demand Forecasting....,,,,,,,,,,,…,.,,,…,.199
6. 1 Demand Modelling Based on Time Series Analysis...... 199
6.2 Main Methods of Forecasting............. 201
6.2.1 Moving average method,.,......... 201
6.2.2 Exponentially Smoothing Forecasting
203
6.2.3 Trend Adjusted Exponential smoothing......... 204
6.2.4 Trend and Seasonality Adjusted Exponential
Smoothing
206
6.3 Demand aggregation
208
6.4 Aggregated Demand Forecasting............ 210
References
214
7 Examples of Advanced Planning Models........... 215
7.1 Joint Operation Model of APs System and erP System
from sap r乃3.....,,,,,,,,.......,,....215
7. 1.1 Main Business process attributes in various
Industries,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,
216
7. 1.2 Software Modules for Planning solutions.......... 218
7. 1.3 Planning modules interaction
219
7.2 Reference Model of Production Planning for Instrument
Engineering plant....,..
221
7.2.1 Initial Planning Status Analysis......... 221
7. 2.2 Decision Support Database.......
223
7.3 Mathematical Model in Chemical Industry
226
7.3.1 Analytical Structure of Model.......... 226
7.3.2 Objective Function and Constraints
229
7.3.3 Some Results of Modelling........... 233
7.4 Rapid Supply Chain Reference Model in Clothing Industry.. 234
7.5 Schedule Model for a Machine Shop
237
7. 5. 1 Schedule model with Specified Processing stages... 238
7.5.2 Optimality Criteria and Constraints
239
7.6 Multi-stage Logistics Chain Model
.,,241
7.6.1 Some Notions in Logistics Chain Modelling
241
7.6.2 Dynamic Logistics Chain Optimization Model
in Multi-stage Production
...241
References
24
Contents
Part II Planning Processes
8 Single-Echelon Inventory Planning.........
247
8.1 Inventory Types and Parameters............ 247
8.2 Inventory Management Models.......
248
8.2.1 Model with Fixed Quantity of Order
249
8.2.2 Model with Fixed Reorder Cycle
250
8.2.3 Two-Tier Inventory Management Model
...251
8.2. 4 Benchmarking of Inventory management Models.... 253
8.2.5 Kanban Inventory Management Model
254
8.3 Inventory Management Model Under Uncertainty.......... 256
8.3.1 Customer service level
256
8.3.2 Shortages Permitted Inventory Management Model.. 257
8.3.3 Demand Distribution Functions.,,.,..,..,. 258
8.3. 4 Newsvendor Problem
.260
8.4 Inventory Management Using Logistic Operating Curves
262
8.4.1 Storage Curves and Their Applications............ 262
8.4.2 Finished Product Inventory Sizing to Optimize the
Overall Production Performance,,.,........ 264
8.5 Safety Stock Sizing
265
8.5.1 Calculation of Safety Stock with Random demand
266
8.5.2 Sizing of Safety Stock with Two Random Variables... 267
8.5.3 Sizing of Safety Stock with Three random variables.. 269
References
270
9 Supply Chain Inventory Dynamics
273
9.1 Stock distribution planning in the chain
273
9.1.1 DRP Technique
273
9.1.2 Regular Maintenance of DRP Tables
276
9.1.3 Parallel Multi-product Planning......... 278
9. 1. 4 Inventory dynamics at Long Lead cycles
279
9.2 Supply Chain Fluctuations
281
9.2.1 Bullwhip effect...............
281
9.2.2 Bullwhip Effect Factors
284
9.2.3 Methods of Reducing Supply Chain Fluctuations... 286
9.3 Application of Logistics Operating Curves in Supply Chains.. 289
9.4 Inventory Echelon Accounting
292
9.4.1 Inventory Echeloning............. 292
9.4.2 Sequential Supply Chain
293
9.4.3 Supply Chain with Distribution
297
9.4.4 Dependency between Echelon Stock and Number
of Links of One Level in the Supply Chain
.299
9.5 Inventory Planning in Spare Parts Supply Chains...... 300
9.5.1 METRIC Method in Spare Parts Supplies
301
Contents
9.5.2 Inventory Planning for Central Spare Parts Storage Usin
(R, Q)Model
96 Coordinated Planning Between Two Supply cnat∴·
305
Members
308
References
311
10 Planning of Supplies to Consumers............. 313
10.1 Sales and Operation Planning
313
10.1.1 Interrelation Between Various planning directions with
Sales and Operations Plan...
.313
10.1.2 Sales and Operation planning methods
315
10.2 Sales and Operation Plan Optimization Using Linear
Programming
318
10.2.1 Single Aggregated Product Group Optimization.... 319
10.2.2 More Complex Case of Optimization of Sales and
Operations plan.......................322
10.3 Customized Reservation of Products
326
10.3. 1 Business Process of Response to New Orders...... 326
10.3.2 Arrangement of Orders
327
10.3.3 Running atP Process
329
10.4 Agreement of Order Specifications with Customers......... 331
10.4.1 Problem Criteria and Their evaluation
331
10.4.2 Selection of Ordered Product Analogues
332
References
338
11 Lot sizing
339
11.1 Classification of Lot-Sizing Problems
339
I1. 1. 1 Lot Properties and main problems.......... 339
11.1.2 Lot-Sizing Problems with No Capacity Limits.... 341
11.1.3 Lot-Sizing Problems with Limited Capacities and Large
Planning periods
342
11.1.4 Lot-Sizing Problems with Limited Capacities and Small
Planning Periods..,....,.,...,,,,....343
1.2 Constant Demand Lot-Sizing Problems
344
11. 2.1 Models with Gradual Inventory Replenishment.... 345
11.2.2 Model Applicable to the Machinery Industry If No Cost
Information Is available
,,347
1 1.2.3 Three-Parameter Models for Machinery Industry
349
11.2. 4 Lot Sizing at Discounted Prices
351
11.3 Lot Sizing at Variable Demand and Limited Planning
Horizon
352
11.3.1 Exact Solution
353
11.3.2 Heuristic Silver-Meal algorithm
356
11.3.3 Part Period Balancing
359
11. 3. 4 Groffs heuristic Rule
360
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Contents
XIX
11.3.5 Period Order Quantity
362
11.4 Lot Sizing with Constraints
,.363
5 Multi-product Deliveries and Orders
366
11. 5.1 Optimal Multi-product Lot Sizing
366
11.5.2 Multi-product Deliveries over Multiple Periods
368
11.5.3 Power-of-Two Policies for Multi-product
Deliveries
370
References
371
12 Production planning
373
12.1 Master Production Planning
373
12. 1. 1 Master Planning as Product tables
374
12.1.2 Group Master Planning
379
12.1.3 Master Production Plan Optimization........ 381
12.2 Material Requirement Planning
383
12.2.1 Production Lot duration
384
12.2.2 Optimal Production Lot Sizing
386
12.2.3 Analysis of the Material Requirement plan
.390
12.3 Project- Based planning......…..…..4……....391
12.3.1 Critical Path Method
.391
12.3.2 Cost Optimization at Various Project Stages.... 394
12.4 Stability of Planning.....
398
12.4.1 Quantitative Evaluation of Planning Stability
go
12.4.2 Methods of Planning Stability Improvement..... 401
References
404
13 Shop Floor Scheduling: Single-Stage Problems
405
13.1 Single-Machine Scheduling with Minimized Overdue
Penalties
405
13. 1. 1 Schedule with the Minimum of Delayed Jobs
406
13.1.2 Scheduling with minimum Weighted Tardiness
per Each Job...
..406
13.1.3 Schedule Optimization with Earliness/Tardiness.....409
13.2 Common Shipment Date Scheduling
410
13.2.1 Fixed Date Schedule Optimization............ 410
13. 2.2 More Complex Cases of Scheduling with Fixed Date.. 412
13.2.3 Selection of Optimal Midpoint Date for Shipping
413
13.3 Some Other Scheduling Problems for Jobs with Fixed
Processing Ti
Ime
415
13.3.1 Schedules for the Case of several Jobs the part of
which has the Preset Sequence
,.415
13.3.2 Scheduling of Jobs with Different Arrival Time...... 417
13.3.3 Scheduling of Jobs with Different Arrival Time and
Different Shipment Time
418
13.3.4 Job Sequence-Based Setup Time scheduling...... 419
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