《课程中文名称》教学大纲 一、 课程基本信息 课程号 课程英文名称 学分 2 Supply Chain Management 总学时 32 先修课程 其中:实践(实验) 学时 物流管理 使用教材 Supply Chain Management 清华大学出版社 2008 年 5 月 1 日 授课对象(专业) 物流管理 采购专业 考核方式 及成绩评定 考试与大作业 课程 性质 □公共基础课 □专业选修课 □学科基础课 □素质拓展课 □专业必修课 □实践环节 本课程的教学目标不仅包括介绍高水平供应链的概念及战略,还要学生扎实地 理解解决供应链问题的必要分析工具。围绕整个教学目标,本课程帮助学生理解和 掌握以下主要领域及它们之间的关系: 教 学 目 标 1. 供应链的战略作用,即企业进行供应链设计、规划和运作的重要战略意义; 2. 供应链绩效的主要战略驱动因素,即如何在供应链设计、规划和运作中将 这些驱动因素应用于概念层面和实践层面以改善业绩; 3. 分析供应链的解析方法学,即在进行供应链管理的工程中,需要分析供应 链的解析方法,每种方法的讨论本课程都是通过 Excel 中的实际应用来演 示。 本课程帮助学生培养战略思想并理解掌握供应链管理原理及过程。坚持理 论与案例教学并重的原则,注重培养学生独立思考和创新能力。本课程的主要 课 程 简 介 内容包括:供应链的基本分析、供应链的形态结构及管理的基本程序、供应链 的不确定性与长鞭效应、供应链管理的基本策略、供应链管理的方法、供应链 管理的分析模型、供应链流通结构与资源配置、供应链库存管理、供应链合作 伙伴关系、供应链的信息管理、供应链的成本管理、供应链的绩效评价、国际 供应链管理等。 二、 课程主要教学内容 Part I BUILDING A STRATIGIC FRAMEWORK TO ANALYZE SUPPLY CHAIN (Chapter 1, 2, 3) The goal of the three chapters in Part I is to provide a strategic framework to analyze the design, planning, and operational decision within supply chains. Such a framework helps clarify supply chain goals and identify managerial actions that improve supply chain performance in terms of the desired goals. Chapter 1 Understanding the Supply Chain This chapter defines a supply chain and establishes the impact that supply chain decisions have on a firm’s performance. A variety of examples are used to illustrate supply chain decisions, their influence on performance, and their role in a firm’s competitive strategy. Objectives and Requirement: By the end of this unit, students could be able to: Describe the cycle and push/pull views of a supply chain. Classify the supply chain macro processes in a firm. Identify the three key supply chain decision phases and explain the significance of each one. Discuss the goal of a supply chain and explain the impact of supply chain decision on the success of a firm. Keystone and nodus: The concept of supply chain; Decision phases; Process view of supply chian. 1.1 What Is a Supply Chain? Keystone and nodus: Definition of Supply Chain,; Stages of Supply chain; Objectives of SC, 1.2 Decision Phases in a Supply Chain Keystone and nodus: Supply chain strategy or design; Supply chain planning; Supply chain operation. 1.3 Process View of a Supply Chain Keystone and nodus: Cycle view of SC process; Customer order cycle; Replenishment cycle; Manufacturing cycle; Procurement cycle; Push/Pull view. 1.4 The Importance of Supply Chain Keystone and nodus: Dell successful experience in supply chain design 1.5 Example of Supply Chain Flows Keystone and nodus: Gateway as a direct sales manufacturer; 7- Eleven as a convenience store; W.W. Grainger an McMaster Carr; Toyota as a global Auto manufacturer; Amazon.com as an E-business 1.6 Summary of Learning Objectives Discuss Questions Chapter 2 Supply Chain Performance: Achieving Strategic Fit and Scope This chapter describes the relationship between supply chain strategy and the competitive strategy of a firm and emphasizes the importance of ensuring that strategic fit exists between the two strategies. Also, this chapter discusses how expanding the scope of strategic fit across all functions and stages within the supply chain improves performance. Objectives and Requirement: By the end of this unit, students could be able to: Explain why achieving strategic fit is critical to a company’s overall success. Describe how a company achieves strategic fit between its supply chain strategy and its competitive strategy. Discuss the importance of expanding the scope of strategic fit across the supply chain. Keystone and nodus: Concept of competitive strategy; Concept of supply chain strategy; strategic fit, strategic scope 2.1 Competitive and Supply Chain Strategies Keystone and nodus: The value chain in a company; product development strategy; marketing and scales strategy; supply chain strategy. 2.2 Achieving Strategic Fit Keystone and nodus: Concept of strategic fit; competitive strategy; functional strategies; three basic steps to achieving strategic fit; customer demand; implied demand uncertainty spectrum; supply chain responsiveness; supply chain efficiency; responsiveness spectrum; Multiple products and customer segments; product life cycle; competitive changes over time. 2.3 Expanding Strategic Scope Intracompany intraoperation scope; Intracompany intrafunctional scope; Intracompany Interfunctional scope; Intercompany interfunctional scope. 2.4 Summary of Learning Objectives Discussion Questions Chapter 3 Supply Chain Drivers and Obstacles This chapter describes the four supply chain performance drivers—facilities, inventory, transportation, and information. Key decisions related to each driver are identified and linked to a company’s ability to support its competitive strategy. Objectives and Requirement: By the end of this unit, students could be able to: Identify the major drivers of supply chain performance. Discuss the role each driver plays in creating strategic fit between the supply chain strategy and the competitive strategy. Describe the major obstacles that must be overcome to successfully manage a supply chain. Keystone and nodus: Drivers of supply chain performance; Framework for structuring; Facilities; Inventory; Transportation; Information. 3.1 Drivers of Supply Chain Performance Keystone and nodus: Facilities; Inventory; Transportation; Information 3.2 A Framework for Structuring Drivers Keystone and nodus: The relationship between competitive strategy, supply chain strategy and four drivers 3.3 Facilities Keystone and nodus: Role in the supply chain; Role in the competitive strategy; components of facilities decisions; Location; Capacity; Operations Methodology; Warehousing Methodology. 3.4 Inventory Keystone and nodus: Role in the supply chain; Role in the competitive strategy; Components of Inventory decisions; Cycle inventory; safe inventory; seasonal inventory; sourcing. 3.5 Transportation Keystone and nodus: Role in the supply chain; Role in the competitive strategy; Components of transportation decisions; Routs and network selection; inhouse or outsource. 3.6 Information Keystone and nodus: Role in the supply chain; Role in the competitive strategy; Components of information decisions; Push versus Pull; Coordination and information sharing; Forecasting and aggregate planning; Pricing and revenue management; Enabling technologies. 3.7 Obstacles to Achieving Strategic Fit Keystone and nodus: Increasing variety of products; Decreasing product lifecycles; Increasing demanding customers; Fragmentation of supply chain ownership; Globalization; Difficulty executing new strategies. 3.8 Summary of Learning Objectives Discussion Questions Part II DESIGNING THE SUPPLY CHAIN NETWORK (Chapter 4, 5) The goal of the chapters in this module is to discuss a set of framework and tools used to design supply chain network. Network design decisions are among the most important supply chain decisions as their implications are significant and long lasting. When designing a supply chain, we need to consider how all four supply chain drivers—facilities, transportation, inventory, and information—should be used together to support the competitive strategy of a firm and maximize supply chain profits. Chapter 4 Designing the Distribution Network in a Supply Chain This chapter explores how to design a distribution network. A variety of distribution network models are presented along with an analysis of the pros and cons of each model. Objectives and Requirement: By the end of this unit, students could be able to: Identify the key factors to be considered when designing the distribution network Discuss the strengths and weaknesses of various distribution options Understand the role that distributors play in the supply chain Keystone and nodus: Distribution in the supply chain; Factors; design options; evaluation. 4.1 The Role of Distribution in the Supply Chain Keystone and nodus: Definition of distribution; Choice of the distribution network. 4.2 Factors Influencing Distribution Network Design Keystone and nodus: Evaluation; customer need; cost; response time; product variety; product availability; customer experience; order visibility; returnability; inbound transportation costs; outbound transportation costs; relationships between required number of facilities and desired response time, transportation/inventory/ facility costs and number of facilities; 4.3 Design Options for a Distribution Network Keystone and nodus: Manufacturer storage with direct shipping; manufacturer storage with direct shipping and in-transit merge; distributor storage with package carrier delivery; distributor storage with last mile delivery; manufacturer/distributor storage with costumer pickup; retail storage with customer pickpup. 4.4 The Value of Distributors in the Supply Chain Keystone and nodus: Distributing consumer goods in India; distributing MRO products; distributing electronic components. 4.5 Distribution Networks in Practice Keystone and nodus: Ownership structure of the distribution network; choice of a distribution network;exclusive distribution strategy. 4.6 Summary of Learning Objectives Discussion Questions Chapter 5 Network Design in the Supply Chain Objectives and Requirement: By the end of this unit, students could be able to: Understand the role of network design in a supply chain Identify factors influencing supply chain network design decisions Develop a framework for making network design decisions Use optimization for facility location and capacity allocation decisions Keystone and nodus: Role of Network design; Factors influencing; a framework for network design decisions; Models. 5.1 The Role of Network Design in the Supply Chain Keystone and nodus: Facility role; facility location; capacity allocation; market and supply allocation. 5.2 Factors Influencing Network Design Decisions Keystone and nodus: Strategic factors; offshore facility; source facility; server facility; contributor facility; outpost facility; lead facility; technological factors; macroeconomic factors; exchange rate and demand risk; political factors; infrastructure factors; competitive factors; customer response time and local presence; logistics and facility casts. 5.3 A Framework for Network Design Decisions Keystone and nodus: Phase I define a supply chain strategy; define the reginal facility configuration; select desirable sites; location chices 5.4 Models for Facility Location and Capacity Allocation Keystone and nodus: Network optimization models; gravity location models; network optimization models 5.5 Making Network Design Decisions in Practice Life span of facilities; cultural implications; quality of life issues; tariffs and tax incentive. 5.6 Summary of Learning Objectives Discussion Questions Case Study: Managing Growth at SportStuff.com Part III PLANNING AND MANAGING INVENTORIES IN A SUPPLY CHAIN (Chapter 6,7) The goals of the three chapters in Part III are to describe the role that inventory plays in a supply chain and discuss actions that managers can take to decrease inventories without increasing cost or hurting the level of product availability. Chapter 6 Managing Economies of Scale in the Supply Chain: Cycle Inventory This chapter discusses factors that lead to the increase of cycle inventory within a supply chain. Several managerial actions that allow a supply chain manager to decrease the level of cycle inventory without increasing costs are described. Objectives and Requirement: By the end of this unit, students could be able to: Balance the appropriate costs to choose the optimal amount of cycle inventory in the supply chain. Understand the impact of quantity discounts on lot size and cycle inventory Devise appropriate discounting schemes for the supply chain Understand the impact of trade promotions on lot size and cycle inventory Identify managerial levers that reduce lot size and cycle inventory in a supply chain without increasing cost. Keystone and nodus: Cycle inventory, impact of quantity discount on lot size and cycle inventory, devise approriat discounting schemes for a supply chain, impact of trade promotions on lot size and cycle inventory, and managerial levers that reduce lot size and cycle inventory in a supply chain without increasing cost. 6.1 The Role of Cycle Inventory in the Supply Chain Keystone and nodus: Cycle inventory, impact of quantity discount on lot size and cycle inventory, 6.2 Economies of Scale to Exploit Fixed Costs Keystone and nodus: devise approriat discounting schemes for a supply chain, 6.3 Economies of Scale to Exploit Quantity Discounts Keystone and nodus: devise approriat discounting schemes for a supply chain, 6.4 Short-Term Discounting: Trade Promotions Keystone and nodus: impact of trade promotions on lot size and cycle inventory, 6.5 Estimating Cycle Inventory Related Costs in Practice Keystone and nodus: Managerial levers that reduce lot size and cycle inventory in a supply chain without increasing cost. 6.7 Summary of Learning Objectives Discussion Questions Case Study: Delivery Strategy at MoonChem Chapter 7 Managing Uncertainty in the Supply Chain: Safety Inventory This chapter focuses on the buildup of safety inventory to counter supply or demand uncertainty. Factors influencing the level of safety inventory are discussed. Based on these factors, a variety of managerial levers are explained that can be used to reduce the amount of safety inventory required without hurting the level of product availability. Objectives and Requirement: By the end of this unit, students could be able to: Understand the role of safety inventory in a supply chain Identify factors that influence the required level of safety inventory Describe different measures of produce availability Utilize managerial levers available to lower safety inventory and improve product availability Keystone and nodus: Role of safety inventory in a supply chain, factors that influence the required level of safety inventory, different measures of produce availability, managerial levers available to lower safety inventory and improve product availability 7.1 The Role of Safety Inventory in the Supply Chain Keystone and nodus: Role of safety inventory in a supply chain, 7.2 Determining Appropriate Level of Safety Inventory Keystone and nodus: factors that influence the required level of safety inventory, 7.3 Impact of supply Uncertainty on Safety Inventory Keystone and nodus: different measures of produce availability, 7.4 Impact of Aggregation on Safety Inventory Keystone and nodus: different measures of produce availability, 7.5 Estimating and Managing Safety Inventory in Practice Keystone and nodus: managerial levers available to lower safety inventory and improve product availability 7.6 Summary of Learning Objectives Discussion Questions Case Study: Managing Inventories at ALKO Inc. Part VI COORDINATION AND TECHNOLOGY IN THE SUPPLY CHAIN (Chapter 8,9,10) The goals of the chapters in Part VI are to highlight the importance of coordination in a supply chain and discuss how information technology and e-business can help a supply chain improve performance. Chapter 8 Coordination in the Supply Chain Coordination helps ensure that each part of the supply chain takes action that increase total supply chain profits and avoids actions that improve its local profits but hurt total profits. This chapter discusses how the lack of coordination across different members of a supply chain can result in poor performance, even when each stage is doing the best it can given its own objectives. The bullwhip effect is described and the primary causes of this phenomenon are identified. Ideas discussed in all previous chapters are bought together to identify managerial actions that can help a supply chain dampen the bullwhip effect and achieve coordination. Objectives and Requirement: By the end of this unit, students could be able to: Describe supply chain coordination and the bullwhip effect and their impact on performance Identify causes of the bullwhip effect and obstacles to coordination in the supply chain Discuss managerial levers that help achieve coordination in the supply chain Describe actions that facilitate the building of strategic partnerships and trust within the supply chain Keystone and nodus: Supply chain coordination and the bullwhip effect and their impact on performance, causes of the bullwhip effect and obstacles to coordination in the supply chain, managerial levers that help achieve coordination in the supply chain, actions that facilitate the building of strategic partnerships and trust within the supply chain. 8.1 Lack of Supply Chain Coordination and the Bullwhip Effect Keystone and nodus: Supply chain coordination and the bullwhip effect and their impact on performance, 8.2 Effect of Lack of Coordination on Performance Keystone and nodus: causes of the bullwhip effect and obstacles to coordination in the supply chain 8.3 Obstacles to Coordination in the Supply Chain Keystone and nodus: managerial levers that help achieve coordination in the supply chain, 8.4 Managerial Levers to Achieve Coordination Keystone and nodus: actions that facilitate the building of strategic partnerships and trust within the supply chain. Discussion Question Chapter 9 Information Technology and the Supply Chain This chapter discusses the impact of information technology on the success of a supply chain. A framework is presented to describe the landscape of enterprise software and the role played by each type of software system when designing, planning, and operating a supply chain. Objectives and Requirement: By the end of this unit, students could be able to: Understand the importance of information and information technology in a supply chain Know at a high level how each supply chain driver uses information Understand the major applications of supply chain information technology and the processes that they enable. Keystone and nodus: the importance of information and information technology in a supply chain, a high level how each supply chain driver uses information, major applications of supply chain information technology and the processes that they enable. 9.1 The Role of IT in the Supply Chain Keystone and nodus: The importance of information and information technology in a supply chain, 9.2 The Supply Chain IT Framework Keystone and nodus: High level how each supply chain driver uses information, 9.3 Customer Relationship Management Keystone and nodus: Major applications of supply chain information technology and the processes that they enable. 9.4 Supply Chain IT in Practice Keystone and nodus: 9.5 Summary of Learning Objectives Discussion Question Chapter 10 Sourcing Decisions in a Supply Chain This chapter focuses on sourcing strategies for interacting with suppliers. A full lifecycle of actions is discussed, from product design to steady state procurement procedures. A framework is presented to grade and select, contract with, and procure from suppliers. Objectives and Requirement: By the end of this unit, students could be able to: Understand the role of sourcing in a supply chain Identify dimensions of supplier performance that impact total cost Describe the impact of different contracts on supplier performance and information distortion Categorize purchased products and services and discuss the desired focus of procurement in each case. Keystone and nodus: the role of sourcing in a supply chain, dimensions of supplier performance that impact total cost , the impact of different contracts on supplier performance and information distortion, Categorize purchased products and services and discuss the desired focus of procurement in each case. 10.1 The Role of Sourcing in a Supply Chain Keystone and nodus: the role of sourcing in a supply chain, 10.2 Supplier Scoring and Assessment Keystone and nodus: dimensions of supplier performance that impact total cost 10.3 Supplier Selection and Contracts Keystone and nodus: the impact of different contracts on supplier performance and information distortion 10.4 Design Collaboration Keystone and nodus: Categorize purchased products and services and discuss the desired focus of procurement in each case. Keystone and nodus: 10.8 Summary of Learning Objectives Discussion Questions Chapter 11 E-Business and the Supply Chain In this chapter we discuss how e-business can be used to improve supply chain performance. We discuss why the value of e-business varies based on both a company’s industry and their stage in the supply chain. Our goal is to enable manager to analyze their supply chains to identify if and how they can use e-business most beneficially. Objectives and Requirement: By the end of this unit, students could be able to: Identify the role of e-business in a supply chain Understand the impact e-business can have on supply chain performance Utilize the e-business frameworks to evaluate whether a company is a good candidate for e-business and where they should target their e-business efforts. Keystone and nodus: The role of e-business in a supply chain, the impact e-business can have on supply chain performance, the impact e-business can have on supply chain performance, the e-business frameworks to evaluate whether a company is a good candidate for e-business and where they should target their e-business efforts. 11.1 The Role of E-Business in Supply Chains Keystone and nodus: The role of e-business in a supply chain, 11.2 The E-Business Framework Keystone and nodus: the impact e-business can have on supply chain performance, 11.3 The B2B Addition to the E-Business Framework Keystone and nodus: the impact e-business can have on supply chain performance 11.4 E-Business in Practice Keystone and nodus: the e-business frameworks to evaluate whether a company is a good candidate for e-business and where they should target their e-business efforts 11.5 Summary of Learning Objectives Discussion Questions 三、各章学时分配表及教学方式 NO Contents Course hours Methods Chapter 1 Understanding the supply chain 2 course hours Teach discuss and Chapter 2 Supply chain performance 2 course hours Teach discuss and Chapter 3 Supply chain drivers and metrics 2 course hours Teach discuss and Chapter 4 Designing distribution networks and applications to e-business 4 course hours Teach discuss and Chapter 5 Network design in the supply chain 4 course hours Teach discuss and Chapter 6 Network desgin in an uncertain environment 4 course hours Teach discuss and Exercise Case study: Managing Growth at Sportstuff 1 course hours Teach discuss and Exercise Case study: Delivery Strategy at MoonChem 1 course hours Teach discuss and Chapter 7 Aggregate planning in a supply chain 2 course hours Teach discuss and Chapter 8 Managing economics of scale in a supply chain: cycle inventory 2course hours Teach discuss and Exercise The Beer Game 2course hours Teach discuss and Chapter 9 Managing uncertainty in a supply chain: safety inventory 2 course hours Teach discuss and Chapter 10 Sourcing Decisions in a Supply Chain Teach discuss and Chapter 11 Chapter 11 E-Business and the Supply Chain Teach discuss and 2 course hours 四、教学参考资料 1 、 参 考 书 目 : Supply Chain Management (Strategy, Planning, and Operation), 清华大学出版社 2、供应链管理(战略、规划与运作),人民大学出版社 制订人:陆华 审核人: 年 月