Course Outline - University of Houston

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Supply Chain Management Certificate
This “practical” interactive certificate series is designed to provide participants with a detailed
look at global supply chain management with a focus on Purchasing, Inventory, and Warehousing.
This certificate addresses issues in terms of today’s global supply chain and its supply chain
streams and flow process, so practitioners can know how to make the most of this powerful tool.
You will have the opportunity to explore a variety of global supply chain management areas in
depth, extrapolate their logistics meanings, and apply the techniques needed to make it all work
for your organization.
Mastering the supply chain’s dynamics is no longer extraneous to survival in today's global
environment—it's essential. Because logistics affects 30% or more of the value added to your
product, it offers abundant areas of opportunity and exciting possibilities for lowering the bottom
line. Where you may not be able to control the outside influences, ambiguities, and contradictions
of the global economy at large, you can have a profound influence on controlling those internal
logistics factors that substantially affect your profitability or cost containment efforts.
Course Schedule
Global Supply Chain Basics and Technology (Day 1)
Global Logistics Basics and Functionality (Day 2)
Essential Aspects of Purchasing (Day 3)
Inventory Management Practices (Day 4)
Mastering Warehouse Mechanics (Day 5)
WHO SHOULD ATTEND
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Logistics, supply chain, procurement, purchasing, and distribution management personnel
Experienced supply chain executives and managers with little or no formal training
Plant, manufacturing, and materials managers with supply chain supervision
Other managers and executives with supply chain and logistical interface
Any IT or finance executives who needs to get a grip on their organization’s supply chain
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Senior managers with executive responsibility for supply chain and logistics
This program will benefit those with little or no formal training and those with less than 5 years of
experience in supply chain, logistics, and the value chain. It will also benefit those who are in a
supervisory or managerial position in a purchasing, inventory, materials, warehousing,
distribution, or operations functional setting, or if you are simply interested in learning about
logistics and supply chain principles and concepts, here’s your chance to learn practical techniques
for planning, managing, and improving your skills. This Supply Chain Management Certificate
Program will help you stay in touch with the most current and important ideas in the supply chain
management and logistics field.
WHY YOU SHOULD ATTEND
This informative, interactive program, Supply Chain Management Certificate Program, is
designed to provide you with a detailed look at global supply chain logistics, both in terms of
today's supply chain and in the demand flow management process, so you can know how to make
the most of this powerful tool. You will have the opportunity to explore a variety of global supply
chain management areas in depth, extrapolate their logistics meanings, and apply the techniques
needed to make it all work for your organization.
Mastering the supply chain’s
dynamics is no longer extraneous
to survival in today's global
environment—it's essential.
Because logistics affects 30% or
more of the value added to your
product, it offers abundant areas
of opportunity and exciting
possibilities for lowering the
bottom line.
Where you may not be able to
control the outside influences,
ambiguities, and contradictions of
the global economy at large, you
can have a profound influence on
controlling those internal factors
that substantially affect your
profitability or cost containment
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Purchasing, transportation, inventory
control, warehousing, distribution, order
processing, materials handling, and
customer service—how do you make them
work together to achieve optimum results?
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How do you control and coordinate
these diversified functions?
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How do you unify policies,
procedures, and activities without focusing
on one function at the expense of another?
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How do you achieve a fully integrated
logistics approach by managing trade-offs
among basic functional activities?
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How do you remove the barriers
between these functions to maximize profit,
improve service levels, and minimize the
“total cost of ownership”?
The essence of creating and managing an
effective global supply chain means
understanding all of its components and the
dynamic way they relate to each other. Too
often, you may find yourself focusing on
those specific areas where you have the
most background or are most comfortable.
You may not have the confidence to deal
with those components of the supply chain
that are equally critical to its overall
effectiveness. This program goes into more coverage of the key logistical functions, namely,
purchasing, inventory and warehousing to offer you a way to evaluate the complex relationships
among global supply chain logistics activities, permitting maximum administration of the system
and providing you with insights on how to optimize it to fit the particular needs of your operation.
DAY 1
GLOBAL SUPPLY CHAIN BASICS AND TECHNOLOGY
PROGRAM AGENDA & OUTLINE
Section 1
INTRODUCTION TO GLOBAL SUPPLY CHAIN LOGISTICS IN THE
ENTERPRISE
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Section 2
Section 3
TRACKING & TRACING IN REAL-TIME
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Section 5
Global Pipeline Visibility
Milestone Measurements
Automated Order Tracking & Alerts
Enterprise Resource Planning (ERP) Systems
Supply Chain Execution, Management, & Planning Systems
AUTOMATIC DATA COLLECTION, INFORMATION TRANSFER, &
ENABLERS
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Section 4
Definition of Logistics & Supply Chain
Strategic Sourcing
Global Manufacturing
Global Distribution
Global Transportation
Strategic Alliances & Partnering
From Where? To Where?
When, How, & Why?
Bar Code Usage & Application
Radio Frequency & Devices
RFID & Voice Recognition
Passing between Applications
OUTSOURCING SUPPLY CHAIN ACTIVITIES
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Identifying Activities to Be Outsourced
Selecting the Best Third Party Logistics (3PL) Provider
Managing the Logistics Services Provider (LSP) Relationship
Understanding the 4PL or Lead Logistics Provider Concept
Key Success Factors for Building a True Partnership Environment
Performance-Based Logistics & Developing a Gain Sharing Philosophy
INTEGRATING THE FUNCTIONS & UNIFYING THE PROCESS
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Aligning Organizational Strategy
Supply Chain Collaboration & Strategic Concepts
Supply Chain Cost & "Drivers"
Key Elements that Drive Success
Total Cost Techniques for Cutting Costs
DAY 2
GLOBAL LOGISTICS BASICS AND FUNCTIONALITY
PROGRAM AGENDA & OUTLINE
Section 6
Section 7
Section 8
Section 9
PURCHASING & SUPPLY MANAGEMENT
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Developing Enhanced Supplier Relationships for Competitive Advantage
Aligning Supplier Strengths to Your Company's Strategic Initiatives
Building Effective & Successful Supplier Relationships
Aligning Supplier Capacity to Schedules & Inventory Goals
Factors Impacting the Management of Inventory
Demand Flow Technology & Forecast Management
MATERIALS & HANDLING MANAGEMENT
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Material Accounting Valuation
Product Coding & Classification
Work Order Scheduling & Control Management
Customer Order Entry
Order Processing & Customer Service
Warehouse Management Systems & Load Planning
TRAFFIC & DISTRIBUTION MANAGEMENT
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Transportation Trends for the 21st Century
Buying Transportation Services
Transportation & Carrier Selection Factors
Transportation & Intermodalism Linkage
Distribution Requirement & Resource Planning (DRP & DRP II)
Import, Export, & Domestic Management
Use of CHB, IFF, & Freight Brokers
Seeking Opportunities for Cost/Service Differentials
INCOTERMS: INTERNATIONAL COMMERCIAL TERMS
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The International Chamber of Commerce
Most Common Incoterms & the Four Basic Clauses
Application to Transportation Modes
The Increased Level of Obligations for the Seller
Common Areas of Importance to Sellers & Buyers
Seller/Buyer Charges & Risks
Incoterm Rules Quick Reference Charts
Section 10 TREND ANALYSIS—LOGISTICS & TECHNOLOGY
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Where Have We Been?
Where Are We Going?
Prospects for the 21st Century
DAY 3
ESSENTIAL ASPECTS OF PURCHASING
PROGRAM AGENDA & OUTLINE
Section 11 THE BUYER IN THE PURCHASING FUNCTION
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Top Management Philosophy, Organization and Responsibilities of
Purchasing
Buying in the 21st Century and the Purchasing Function
The Buyer’s Role in Supply Management
Top Five Key Characteristics Managers Want from Their Subordinates
Pareto Time Principle and Purchasing Time Dynamics
Team Functions and Effective Cross Functional Teams
Section 12 PROFESSIONAL PRACTICES IN PROCUREMENT
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Purchasing Ethics and Questionable Practices
Types of Contracts and Elements of a Valid Contract
Terms and Conditions Checklist
Section 13 SUPPLIER MANAGEMENT AND RELATIONS
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Responsibilities and Specifications
Quality Assurance through Description
Quotes, Quotations, Bids, Proposals, and SOWs
Developing Sources of Supply
Know Your Supplier—Ten-Point Checklist
Improving Supplier Utilization
Supplier Qualification, Due Diligence, and Supplier Selection
Expediting and Follow-up for Late, Lost, and Defective Shipments
Supplier Performance Evaluation and Ratings
Section 14 COST/PRICE ANALYSIS
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What Is Something Worth?
Discounts—Types and Applications
Total Cost of Ownership
Price and Cost Analysis—Elements and Applications
Section 15 SPECIALIZED PURCHASING APPLICATIONS
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Blanket and Open-Ended Orders
Long-Term Contracting and Agreements
Purchasing/Procurement Cards
Economic Order Quantity and EOQ Example
Freight Terms versus Sales Terms—Implications
Terms of Sale Delivery and Service Significance
DAY 4
INVENTORY MANAGEMENT PRACTICES
PROGRAM AGENDA & OUTLINE
Section 16 INVENTORY MANAGEMENT OVERVIEW
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Inventory—The Materials Management Dilemma
Managing Inventory—Approach, Objectives, & General Guidelines
The Flow of Information & Materials
Classes of Inventory & Stocking Types
Who Makes Inventory Decisions?
Establish an Inventory Management Policy
Section 17 INVENTORY MANAGEMENT STRATEGIES & SYSTEMS
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Economic Order Quantity (EOQ)
Economic Purchase Quantity (EPQ)
Lot-for-Lot (L4L)
Fixed Order Point System
Min/Max Order Point System
Cyclical Reordering Systems
Periodic Review System
Section 18 INVENTORY MANAGEMENT & CONTROL TECHNIQUES
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ABC Classification System
Applying the Pareto Principle
ABC Analysis Criteria, Ranking, & Priorities
Demand or Usage Factors
Reducing Lead Time by Understanding Its Components
Eight Categories of Inventory Demand
Section 19 INVENTORY RECORD ACCURACY & METHODOLOGY
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Physical Inventory Counts & Procedures
Cycle Counting—The Why’s, How’s, & Potential Pitfalls
Inventory Do’s & Don’ts
Steps to Obtain Accurate Records & Ensure Inventory Accuracy
Technology Enablers & Their Use
Section 20 INVENTORY PLANNING, STRATEGY, & PERFORMANCE
MEASUREMENT
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Grouping Like Line Items or SKU’s
Inventory Errors—A Checklist
Steps to Improve Record Accuracy
Too Much, Too Little, Too Late
Just the Facts—The Essential Reports
Appraising & Measuring Inventory Performance
DAY 5
MASTERING WAREHOUSE MECHANICS
PROGRAM AGENDA & OUTLINE
Section 21 WAREHOUSE DESIGN CONSIDERATIONS
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Examine the Role of Warehousing
Supply/Demand Variables
SKU Profiling & Data Gathering
Size Does Matter
Section 22 LAYOUT & MATERIAL FLOW
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Organizing the Layout & Material Flow
Layout Capacity Factor Guidelines
Dock Loading/Unloading Bays
Material Handling & Lift Truck Options
Storage Methods & Equipment
Order Picking, Fulfillment,& Selection
Implications for Warehouse Layouts
Section 23 EQUIPMENT OPTIONS & ORDER PICKING
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Material Handling & Lift Truck Options
Storage Methods & Equipment
Order Picking, Fulfillment,& Selection
Section 24 LOCATION & STOCK CONTROL
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Stock Coding & Inventory Classification
Stock Location & Locator Systems
Maintaining Accuracy of the Stock Location System
Section 25 FACILITIES MAINTENANCE, HOUSEKEEPING, & SECURITY
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Maintenance & Equipment Duty of Care
Housekeeping in the Warehouse
Health & Safety Environment
Physical Security & Loss Prevention
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