Part I: Supply Chain and Logistics Management: Overview 1 Chapter 1: Introduction 3 Supply Chain Defined 4 SCOR Model 5 An Integrated, Value-Added Supply Chain 7 The Value Chain 7 Leveraging the Supply Chain 8 Supply Chain Strategy for a Competitive Advantage 9 Segmenting the Supply Chain 10 The Global Supply Chain and Technology 11 Chapter 2: Understanding the Supply Chain 13 Historical Perspective 13 Value as a Utility 14 Organizational and Supply Chain Strategy 15 Mission Statement 15 SWOT Analysis 16 Strategic Choices 17 Supply Chain Strategy Elements and Drivers 17 Supply Chain Strategy Methodology 19 Supply Chain Opportunities and Challenges 23 Supply Chain Talent Pipeline 26 Career Opportunities in Supply Chain and Logistics Management 27 Growing Demand 27 Part II: Planning for the Supply Chain 31 Chapter 3: Demand Planning 33 Forecasting Used to Be Strictly Like "Driving Ahead, Looking in the Rearview Mirror" 34 Forecasting Realities 35 Types of Forecasts 36 Demand Drivers 36 Forecasting Process Steps 37 Quantitative Versus Qualitative Models 38 Qualitative Models 38 Quantitative Models 39 Product Lifecycles and Forecasting 40 Introduction 41 Growth 41 Maturity 41 Decline 41 Time Series Components 42 Time Series Models 43 Associative Models 44 Correlation 45 Seasonality 45 Multiple Regression 46 Forecasting Metrics 46 Forecast Error Measurement 47 Demand Forecasting Technology and Best Practices 48 Chapter 4: Inventory Planning and Control 51 Independent Versus Dependent Demand Inventory 51 Types of Inventory 53 Costs of Inventory 53 Carrying or Holding Costs 54 Ordering Costs 54 Setup Costs 54 Total Cost Minimized 55 Economic Order Quantity Model 56 Basic EOQ Calculation 57 Reorder Point (ROP) Models 57 Fixed-Quantity Model 57 Fixed-Period Model 60 Single-Period Model 61 ABC Method of Inventory Planning and Control 61 Realities of ABC Classification 62 Other Uses for ABC Classification 63 Inventory Control and Accuracy 63 Cycle Counting 63 Key Metrics 64 Inventory Planning and Control Technology 65 Software 65 Hardware 67 Careers 67 Chapter 5: Aggregate Planning and Scheduling 69 The Process Decision 70 Goods and Service Processes 70 Planning and Scheduling Process Overview 72 Aggregate Planning 74 S&OP Process 74 Demand and Supply Options 76 Aggregate Planning Strategies 78 Master Production Schedule 78 Production Strategies 79 System Nervousness 80 Material Requirements Planning 80 Bill of Materials 80 MRP Mechanics 81 Short-Term Scheduling 83 Types of Scheduling 84 Sequencing 84 Finite Capacity Scheduling 85 Service Scheduling 85 Technology 86 Part III: Supply Chain Operations 87 Chapter 6: Procurement in the Supply Chain 89 Make or Buy 90 Outsourcing 90 Other Supply Chain Strategies 91 The Procurement Process 93 Identify and Review Requirements 93 Establish Specifications 94 Identify and Select Suppliers 95 Determine the Right Price 97 Issue Purchase Orders 98 Follow Up to Ensure Correct Delivery 99 Receive and Accept Goods 100 Approve Invoice for Payment 100 Key Metrics 100 Technology 101 Chapter 7: Transportation Systems 103 Brief History of Transportation Systems in America 103 Transportation Cost Structure and Modes 105 Transportation Costs 105 Modes 105 Legal Types of Carriage 110 For Hire 110 Private 110 Transportation Economics 111 Transportation Cost Factors and Elements 111 Rates Charged 114 Effects of Deregulation on Pricing 115 Pricing Specifics 115 Documents 116 Domestic Transportation Documents 116 International Transportation Documents 119 Key Metrics 122 Technology 122 Chapter 8: Warehouse Management and Operations 125 Brief History of Warehousing in America 126 Economic Needs for Warehousing 126 Types of Warehouses 127 Warehouses by Customer Classification 127 Warehouses by Role in the Supply Chain 128 Warehouses by Ownership Type 129 Warehouse Economic Benefits 131 Consolidation 132 Accumulation, Mixing, and Sorting 133 Postponement 134 Allocation 134 Market Presence 135 Warehouse Design and Layout 135 Size of Facility 135 Facility Layout 137 Warehouse Operations 140 Packaging 141 Key Metrics 142 Customer-Facing Metrics 142 Technology 143 Warehouse Management Systems 143 Yard Management Systems 145 Chapter 9: Order Management and Customer Relationship Management.147 Order Management 148 Order Placement 148 Order Processing 148 Order Preparation and Loading 149 Order Delivery 150 Customer Relationship Management 150 Customer Service 150 Customer Relationship Management 154 Technology 155 Chapter 10: Reverse Logistics and Sustainability 157 Reverse Logistics Activities 157 Repairs and Refurbishing 158 Refilling 159 Recall 159 Remanufacturing 159 Recycling and Waste Disposal 160 Returns Vary by Industry 160 Publishing Industry 160 Computer Industry 160 Automotive Industry 160 Retail Industry 161 Reverse Logistic Costs 161 Reverse Logistics Process 161 Receive 161 Sort and Stage 161 Process 162 Analyze 162 Support 162 Reverse Logistics as a Strategy 162 Using Reverse Logistics to Positively Impact Revenue 162 Other Strategic Uses of Reverse Logistics 163 Reverse Logistics System Design 164 Product Location 164 Product Collection System 164 Recycling or Disposal Centers 165 Documentation System 165 Reverse Logistics Challenges 165 Retailer-Manufacturer Conflict 165 Problem Returns and Their Symptoms 166 Cause and Effect 166 Reactive Response 166 Managing Reverse Logistics 166 Gatekeeping 167 Compacting the Distribution Cycle Time 168 Reverse Logistics Information Technology Systems 168 Centralized Return Centers 168 Zero Returns 169 Remanufacture and Refurbishment 169 Asset Recovery 170 Negotiation 170 Financial Management 170 Outsourcing 170 Reverse Logistics and the Environment 170 Supply Chain Sustainability 171 Green Logistics 171 Chapter 11: Global Supply Chain Operations and Risk Management 173 Growth of Globalization 173 Factors Influencing Globalization 174 Reasons for a Company to Globalize 174 Global Supply Chain Strategy Development 175 International Transportation Methods 177 Ocean 177 Air 177 Motor 178 Rail 178 Global Intermediaries 178 Global Supply Chain Risks and Challenges 178 Questions to Consider When Going Global 179 Key Global Supply Chain Challenges 180 Risk Management 181 Potential Risk Identification and Impact 181 Sources of Risk 182 Supply Chain Disruptions 183 Risk Mitigation 184 Part IV: Supply Chain Integration and Collaboration 187 Chapter 12: Supply Chain Partners 189 Outsourcing 189 Reasons to Outsource 190 Steps in the Outsourcing Process 191 Supply Chain and Logistics Outsourcing Partners 192 Traditional Service Providers 192 Third-Party Logistics Providers 193 Fourth-Party Logistics Service Providers 196 Chapter 13: Supply Chain Integration Through Collaborative Systems 199 Internal and External Integration 200 Internal Integration 200 External Integration 201 Supply Chain Collaboration Methods: A Closer Look 206 Quick Response 206 Efficient Consumer Response 207 Collaborative Planning, Forecasting, and Replenishment 208 Chapter 14: Supply Chain Technology 211 Supply Chain Information 211 Supply Chain Information Needs 213 Supply Chain Software Market 214 Supply Chain Planning 215 Supply Chain Execution 215 Other Supply Chain Technologies 216 SCM System Costs and Options 217 Best-in-Class Versus Single Integrated Solution 217 Consultants 218 Current and Future Trends in Supply Chain Software 218 Short-Term Supply Chain Technology Trends 218 Emerging Supply Chain Technology Trends 219 Part V: Supply Chain and Logistics Network Design 223 Chapter 15: Facility Location Decision 225 The Importance of Facility Location When Designing a Supply Chain 225 Supply Chain Network Design Influencers 226 Types of Distribution Networks 228 Manufacturer Storage with Direct Shipping 228 Manufacturer Storage with Direct Shipping and In-Transit Merge 229 Distributor Storage with Carrier Delivery 230 Distributor Storage with Last-Mile Delivery 232 Manufacturer or Distributor Storage with Customer Pickup 233 Retailer Storage with Customer Pickup 234 Impact of E-Business on the Distribution Network 235 Location Decisions 237 Strategi.