第11章:库存与生产规划管理

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Questions and Answers

需求变化的趋势因素通常表现为什么?

  • 需求受到季节性因素的影响
  • 需求总体上逐渐增加或减少 (correct)
  • 需求在固定时间间隔内波动
  • 需求的波动是不可预测的

以下哪种需求预测方法属于主观预测法?

  • 移动平均法
  • 时间序列预测
  • 因果预测
  • 客户调查方法 (correct)

在加权移动平均法中,如何处理不同历史时期的影响?

  • 给予每个时期相同的权重
  • 忽视历史数据的影响
  • 根据每个时期的需求特点赋予不同权重 (correct)
  • 只使用最新的时期数据

在指数平滑法中,预测值的更新公式中涉及哪一个关键参数?

<p>平滑系数 (D)</p> Signup and view all the answers

以下关于随机因素的描述哪个是正确的?

<p>随机因素的影响是无法辨识或预测的 (A)</p> Signup and view all the answers

优衣库的需求预测中,使用了哪些主要的方法来动态调整预测?

<p>移动平均法和加权平均法 (C)</p> Signup and view all the answers

优衣库选择在天猫开店的原因主要是什么?

<p>避免了多平台的管理复杂性 (A)</p> Signup and view all the answers

在优衣库的零库存模式中,库存控制的关键是什么?

<p>适时的需求预测 (B)</p> Signup and view all the answers

在经济订货批量模型中,如何确定最优的订货量Q?

<p>通过求解总成本的导数 (C)</p> Signup and view all the answers

在优衣库的库存成本计算中,不包括以下哪个方面?

<p>顾客退货率 (D)</p> Signup and view all the answers

在使用指数平滑法进行需求预测时,平滑系数对预测结果有什么影响?

<p>平滑系数越小,预测的稳定性越好 (A)</p> Signup and view all the answers

关于因果预测模型的描述,以下哪项是正确的?

<p>因果模型可以使用多元自变量 (C)</p> Signup and view all the answers

库存的消极作用中,以下哪项也是被认为是库存的消极影响?

<p>降低资金周转速度 (D)</p> Signup and view all the answers

为何有些企业追求零库存,这个策略的主要原因是什么?

<p>降低库存管理成本 (A)</p> Signup and view all the answers

Flashcards

需求预测中的趋势因素

指需求总体上越来越大或越来越小,例如手机市场需求的增长趋势。

需求预测中的季节性因素

指季节变化对需求产生的影响,周期固定,影响量基本固定,例如夏季空调的需求量会明显增加,冬季则会减少。

需求预测中的周期因素

指经济周期、科技发展周期等因素对需求产生的影响,周期和影响量并不固定,例如经济衰退会影响到汽车的需求量。

需求预测中的随机因素

指无法辨识或无法预测的需求波动,例如突发事件的影响。

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主观预测法

根据人的主观判断给出需求信息,例如销售人员根据经验对未来需求进行预测。

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指数平滑法

指数平滑法是一种常用的预测方法,它利用历史数据加权平均来预测未来的需求。其原理是越新的数据对未来需求预测的价值越大,并通过过去的经验不断地调整与修正对未来的预测。

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平滑系数α

指数平滑法中的平滑系数α用于控制预测结果的稳定性和灵活性。α值越大,对最新数据给予的权重越大,预测结果更灵活,更能快速反应变化;α值越小,对历史数据给予的权重越大,预测结果更稳定,更能抵御随机波动的影响。

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双重指数平滑法

双重指数平滑法针对时间序列数据中既有趋势因素又有季节因素或者周期因素的情况,使用更高级的算法进行预测,它考虑了时间序列的趋势和季节性变化,更准确地反映了实际需求变化规律。

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因果预测模型

因果预测模型不仅利用历史数据的规律,还考虑其他因素和预测量之间的关系,因此自变量可能是多元的。回归分析是常用的因果预测模型之一。

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库存

库存是为了将来使用或销售而持有的资源,可以存在于仓库、生产线、车间或运输中。

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保存成本/持有成本

指维持物理存储空间的仓储成本、保险和税费、损坏/腐烂/损耗/陈旧/丢失造成的价值减少以及库存占用资金的机会成本。

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订购成本

指每一次订货活动中发生的费用,例如业务洽谈、运输、验收、搬运、分拣等费用。

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经济订货批量 (EOQ)

指的是在满足需求的情况下,总成本最低的订货策略。

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平均库存量

指的是产品在仓库中平均储存的数量,用以计算保存成本。

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库存总成本

是指年总库存成本=订购总成本+保存成本。

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Study Notes

Chapter 11: Inventory and Production Planning Management

  • This chapter covers inventory management, production planning, and related systems like MRP and JIT.

Catalog

    1. Inventory Management
    • Demand Forecasting
    • Economic Order Quantity (EOQ)
    1. Batching and Production Scheduling
    1. MRP and JIT Systems

Chapter Introduction

  • Companies use big data to effectively respond to customer demand; this chapter discusses methods to do that.
  • Examples include real-time data collection from various channels (e.g., e-commerce platforms, social media, and industry news sites). This is about connecting internal data with external customer data and transforming that into effective strategies for business operations.

Demand Forecasting

  • Demand forecasting is crucial for inventory management as it impacts the amount of inventory needed.
  • Forecasts can be inaccurate due to various factors influencing demand.
  • The factors affecting demand can be categorized as trend, seasonal, cyclical, and random.

Forecasting Methods

  • Objective Forecasting Methods:
    • Time series analysis: Uses past data to predict future demand based on historical patterns. Includes methods such as moving average and exponential smoothing.
    • Causal analysis: Examines the relationship between demand and other factors such as economic conditions, prices, and competitors' actions.
  • Subjective Forecasting Methods:
    • Salesperson judgment
    • Executive committee forecasts
    • Delphi method

Economic Order Quantity (EOQ)

  • EOQ is a model used to calculate the optimal order quantity for inventory to minimize total costs.
  • Costs considered include ordering costs and holding costs.
  • The EOQ formula minimizes the sum of ordering costs and holding costs. Formula: 2AD / Ch
    • where:
      • A = ordering cost per order
      • D = demand rate per period
      • Ch = holding cost per unit per period

Inventory Costs

  • Holding Costs (Storage Costs): Costs associated with storing inventory. Consideration of space, capital, security, and insurance are important.
  • Ordering Costs (Set-up Costs): Costs of placing and processing orders. Include labor costs, administrative costs, and paperwork costs.
  • Shortage Costs (Stock-out Costs): Penalties associated with running out of inventory. Include loss of sales, lost customers, and potential damage to reputation.

Summary

  • The chapter provides a comprehensive view of different forecasting methods and factors influencing demand, aiding inventory management decisions. It also covers different types of costs related to inventory management. The main goal of this chapter is to help understand and efficiently use data to predict consumer demand and reduce unnecessary expenses.

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