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研究生: 林采儀
Lin, Tsai-Yi
論文名稱: 不同存貨政策對訂貨端與存貨端長鞭效應之影響
Measures of the Bullwhip Effect on Orders and Inventory Under Different Inventory Policies
指導教授: 謝中奇
Hsie, Chung-Chi
吳植森
Wu, Chih-Sen
學位類別: 碩士
Master
系所名稱: 管理學院 - 資訊管理研究所
Institute of Information Management
論文出版年: 2009
畢業學年度: 97
語文別: 中文
論文頁數: 68
中文關鍵詞: 存貨政策長鞭效應系統模擬
外文關鍵詞: Inventory Policy, the Bullwhip Effect, System Simulation
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  •   降低長鞭效應一直是供應鏈管理中相當重要的議題,長鞭效應產生之主要原因有五項︰需求預測、批次訂購、價格變動、短缺賽局與前置時間。衡量長鞭效應的指標有許多種,其中Gilbert(2005)所提出來的訂貨端的長鞭效應指標與存貨端的長鞭效應指標能用來衡量長鞭效應的影響程度。而上述五項長鞭效應的因子都與存貨政策有關。存貨政策的主要目標在於決定何時訂購以及訂購數量,其中,何時訂購又分為週期訂購與再訂購點之訂購,前者之存貨水準是被動的,後者之存貨水準則主動做為再訂購之依據。而訂購數量可以是採用經濟訂購量模式,或是達到安全庫存量的訂購模式。這些不同的存貨政策都會影響供應商對銷售端需求的反應,也就是長鞭效應的幅度大小,因此,本研究針對四種不同的存貨政策,分析其長鞭效應指標與存貨管理成本的表現,提出建議的存貨政策方案。
      本研究根據Gilbert所提出的訂貨端與存貨端長鞭效應的指標,利用系統模擬的方法,模擬四種存貨政策運作過程,並從產生的資料中求算需求標準差、存貨標準差、訂貨標準差與需求預測標準差,進而得到訂貨端與存貨端長鞭效應指標值。本研究並分析四種存貨政策在前置時間、移動平均期數與訂購週期之參數改變情況下,長鞭效應指標值的變化情形。管理者可以藉由調整參數之設定,達到降低長鞭效應的影響,然而卻存在降低訂貨端長鞭效應反而使得存貨端長鞭效應增加之兩難問題,因此管理者可同時考量存貨管理成本的因素,以期找出符合企業目標的最佳決策。

    An important issue of supply chain management is to reduce bullwhip effect. The main five causes of bullwhip effect are demand forecast updating, order batching, price fluctuation, rationing and shortage gaming, and lead time. There are many methodologies to quantify the effect of bullwhip effect, one of these is brought up by Gilbert(2005), using the ratio of the standard deviation of the inventory to standard error of the forecast as a measure of the bullwhip effect on the inventory, and using the ratio of the standard deviation of orders to that of demand as a measure of the bullwhip effect on orders. The five causes of bullwhip effect are concerned with inventory policies. Inventory policies are ways that manager decide “when to pass an order” and “how many to order”. “When to pass an order” means “reorder point”, it can be “continuous review system” or “period review system”. “How many to order” can be the classical “economy order quantity (EOQ)” model or the “order-up-to a target” model. Different inventory policies have different contribution to the bullwhip effect. Therefore, the paper focuses on the effect of bullwhip effect in the condition of four different inventory policies, and analysis the values of the bullwhip effect on orders and that on inventory.
    The paper simulates four inventory policies via system simulation methodology. By using programming language “visual basic for application (VBA)”, it’s can output time series data. These data are used to get the values of the bullwhip effect on orders and that on inventory. This paper also analyzes the changes of the bullwhip effect when lead time, the term of moving average and the term of order period changed. It’s found that to decrease the bullwhip effect on orders and the bullwhip effect on inventory at the same time is not possible in most cases. So, managers can also consider inventory cost, and choose the best way to fit the enterprises’ goal.

    摘要.....................................................I Abstract................................................II 誌謝...................................................III 目錄....................................................IV 表目錄................................................ VII 圖目錄................................................VIII 壹、 緒論................................................1 1.1 研究背景與動機.......................................1 1.2 研究目的.............................................3 1.3 研究流程.............................................3 1.4 論文架構.............................................4 貳、 文獻探討............................................5 2.1 長鞭效應.............................................5 2.1.1 長鞭效應...........................................5 2.1.2 長鞭效應形成的原因.................................6 2.1.3 克服長鞭效應的方法.................................7 2.2 長鞭效應衡量指標.....................................8 2.2.1 相關衡量方法.......................................8 2.2.2 Gilbert的長鞭效應指標..............................9 2.3 存貨政策與存貨管理成本..............................11 2.3.1 存貨..............................................11 2.3.2 存貨政策..........................................12 2.3.3 再訂購點與安全庫存量..............................16 2.3.4 存貨管理成本......................................16 2.4 系統模擬............................................18 參、 研究方法與設計.....................................19 3.1 研究架構............................................19 3.2 問題假設與參數定義..................................19 3.2.1 問題背景與假設....................................19 3.2.2 參數定義..........................................21 3.3 存貨管理模式推導....................................23 3.3.1 需求時間序列......................................23 3.3.2 四種存貨政策之訂單、存貨、需求預測序列資料........23 3.3.3 標準差、訂貨端與存貨端長鞭效應指標................26 3.3.4 存貨管理成本......................................27 肆、 模擬結果...........................................29 4.1 模擬實驗過程........................................29 4.1.1 (s, S)存貨政策模擬之過程與結果....................29 4.1.2 (s, Q)存貨政策模擬之過程與結果....................31 4.1.3 (R, S)存貨政策模擬之過程與結果....................32 4.1.4 (R, s, S)存貨政策模擬之過程與結果.................34 4.2 數值分析與敏感度分析................................36 4.2.1 參數改變對長鞭效應指標的影響......................36 4.2.2 四種存貨政策長鞭效應指標的比較....................48 4.3 存貨政策與存貨管理成本..............................53 4.3.1 參數改變對存貨管理成本的影響......................53 4.3.2 四種存貨政策存貨管理成本的比較....................62 伍、 結論與建議.........................................65 5.1 結論................................................65 5.2 後續研究............................................66 參考文獻................................................67

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