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* In a manufacturing plant: Ordering and receiving materials required for producti
* In a [[t:WHSE]]: Receiving goods from a factory or supplier
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...orders and invoice customers. Customers generally primarily interact with a supply chain through {{this}} processes.
* In a manufacturing plant: Replenishment shipments to a [[Link::t:DC|Distribution Center (DC)]]
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...inventories of generic products. The intention of {{this}} is to maintain a pre-determined level of inventory for these materials, semi-finished produc
{{this}} is a [[Link::t:MTS]] process.
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Typically {{this}} is a low touch process. Contracts need to be pre-established, suppliers and vend
...e supplier selection if dual or multi-sourcing strategies are in place for a material. Supplier contracts and selection criteria/rules must be pre-estab
2 KB (221 words) - 15:31, 27 October 2021
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...erwork, weighing in, providing directions to the unloading area, assigning a position in the unloading queue and parking the vehicle/container/rail car
* In a manufacturing plant: Bulk truck weighing in (receiving)
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* Standard unloading a truck onto the receiving dock
* In an airport: Unloading air containers from a plane
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...overning the purchase. This may include taking samples, sending samples to a laboratory, placing product in logical or physical quarantine (inventory bl
Inspection may occur on all products on a delivery or on a sample.
1 KB (181 words) - 15:41, 27 October 2021
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...ement of product (materials, semi-finished product, goods, merchandize) to a storage location. This includes determining the optimal storage location, a
* In a [[t:WHSE]]: Automated rack storage
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...of product (goods, materials) to a process requesting replenishment. E.g. a request to replenish production line stock. This includes scheduling the tr
...eric Stock]] (unrestricted stock) unless picked, assigned and received for a specific (production) order.
1 KB (200 words) - 15:41, 27 October 2021
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...ource-to-Replenish]] and [[sc:S2]] contracts the verification typically is a standardized, repeatable process. [[sc:S3|Source-to-Engineering-Order]] may
* In a tolling arrangement: Receiving, verifying and approving the invoices for to
1 KB (187 words) - 15:41, 27 October 2021
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* In a remanufacturing center: Products returned for remanufacturing, repair, or r
* In a [[t:WHSE]]: Returned goods from customers or stores awaiting further proces
1 KB (155 words) - 05:41, 27 October 2021
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{{this}} is a [[t:RL]] process.
* In a Call Center: Responding to customer calls regarding return processes
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...nd/or customer meet return authorization criteria and conditions, creating a return (material) authorization ('[[Link::t:RMA|RMA]]' or 'RA') and issuing
{{this}} is a [[t:RL]] process.
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{{this}} is a [[t:RL]] process.
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{{this}} is a [[t:RL]] process.
* In a [[t:WHSE]]: Visual and functional qualification of the returned products
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...product (assets, materials, semi-finished product, goods, merchandize) to a storage location. This includes determining the optimal storage location, a
* In a [[t:WHSE]]: Storing materials awaiting repair
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{{this}} is a [[t:RL]] process.
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* Processing a refund
* Requesting a replacement product
1 KB (159 words) - 15:36, 27 October 2021
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The activities associated with receiving a return delivery. This includes the operator of the vehicle reporting to the
{{this}} is a [[t:RL]] process. The receipt of the product or asset is recorded. Dependin
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...cts to support actual and forecasted demand for a given period and achieve a planned level of inventory or no inventory.
...e aggregate level). A customer order cancellation may or may not result in a change in production orders.
2 KB (270 words) - 18:58, 8 December 2021
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This is a [[sc:M1]] process; Demand is aggregated to optimal quantities to produce. P
This process is generally supported by a [[Link::t:SFCS]] or [[t:MES]].
2 KB (279 words) - 15:24, 27 October 2021
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...lysts, packaging materials and/or semi-finished goods to a staging area or a production location (line, station, cell, unit or vessel). This may include
* Inventory pull request for a production order
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* Assembly activities performed in a station on an assembly line
* Assembling part of a product or a complete product in a production cell
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...production process. This includes identifying the testing process, taking a sample of the material, transporting the sample or the material to the test
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...ry insert the packaged product in group packaging (e.g. bottled liquids in a carton).
...ts to appeal to the customer. This type of packaging is typically added in a [[sc:M]] process
2 KB (326 words) - 15:24, 27 October 2021
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* Decision to sell scrap to a broker or grey market
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* Internal transport to a manufacturing warehouse or shipping dock
* Pumping a newly produced chemical to a holding tank
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...}} represents the processes associated with bringing a product or asset in a like-new or operating condition and can performed anywhere:
* At a dedicated location operated by the original manufacturer
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* In a call center: Inquiries and Order entry
* In a [[t:WHSE]]: Order picking, packing and shipping for generic stocked items
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The collection of processes associated with developing a projection of the realizable throughput and revenue for current and future
...supply chains may not operate Make processes and therefore may not require a ([[sc:M]]) Production Plan.
2 KB (281 words) - 05:38, 27 October 2021
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The collection of processes associated with developing a comprehensive plan to source materials, semi-finished products, finished pr
A requirements planning process is based on three dimensions:
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The activities associated with developing a comprehensive plan to deliver goods and services to customers to support th
* In a distribution center: Calculate monthly/weekly staffing requirements (pick,
2 KB (283 words) - 05:39, 27 October 2021
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Balancing is a process of matching demand to supply. The output of balancing are three lis
...time and/or product specific constraints. {{OR}} recognizes scheduling as a subset of Execution processes ([[sc:S]], [[sc:M]] and [[sc:D]] for supply c
2 KB (355 words) - 05:43, 27 October 2021
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...the information in the related system of record and printing or retrieving a pre-approved return authorization.
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...sportation mode, identification/selection of service provider, issuance of a request for transportation services and/or booking transportation. Typicall
* In a [[t:WHSE]]: Scheduling a return load with the supplier's carrier
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...g return authorization, preparing returns shipment and shipping product or a component to the original [[t:Seller|Seller]] or [[t:Manufacturer|Manufactu
* Returning a part or the complete product to the supplying plant for further processing
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...on of [[t:SM|transportation mode]], [[t:LSP|service provider]] and issuing a request for transportation services. This may include determining optimal [
...complete the order may be updated with the latest delivery information and a notification ([[t:Schedule Change|Schedule Change]]) may be send to the dis
2 KB (296 words) - 16:48, 8 February 2023
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...ed with the selection of transportation mode, service provider and issuing a request for transportation services. This may include determining optimal t
...complete the order may be updated with the latest delivery information and a notification ([[t:Schedule Change|Schedule Change]]) may be send to the sen
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* Receiving a refund
* Returning the product and receiving a replacement
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* Loading product in a container or vehicle
* Loading containers on a vehicle, plane, ship
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* Forecast adjustments when the S&OP process indicates a demand shortage
...e decision-making activities if a [[Link::t:SDF|Statistical Forecast]] and a [[Link::t:CSF|Customer Forecast]] exist and present different data.
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* Products sourced or made upon receipt of a customer order, identifiable for such order
* In a call center: Inquiries and product configuration and order entry
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...trategy]]. This typically means that orders are approached and executed as a project.
* Special projects, developed to a single customer specification
2 KB (221 words) - 19:01, 8 December 2021
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...rough the manufacturing process. A customer order cancellation will impact a specific production order directly.
1 KB (221 words) - 18:59, 8 December 2021
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...product; quotation of the total cost (price and transportation costs) for a delivery under an existing contract or general terms and conditions
...] parties. This relationship is in many industries established by means of a contract. {{this}} generally occurs after such relationship is established.
1 KB (188 words) - 14:53, 27 October 2021
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...tem numbers. In many use cases this process is initiated by the receipt of a purchase order from the customer.
* Replacement product order entry for a customer return
1 KB (225 words) - 16:41, 8 February 2023
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...ayment draw process. For example settling a credit card payment or drawing a [[Link::t:LC|Letter of Credit]].
* Issuing a commercial invoice for tax declaration purposes
1 KB (182 words) - 14:44, 27 October 2021
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...ayment draw process. For example settling a credit card payment or drawing a [[Link::t:LC|Letter of Credit]].
* Issuing a commercial invoice for tax declaration purposes
1 KB (172 words) - 14:24, 27 October 2021
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...this may include triggering the payment draw process. For example drawing a [[Link::t:LC|Letter of Credit]].
* Issuing a project pre-payment invoice
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* Loading product in a container of vehicle
* Loading containers on a vehicle, plane, ship
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* Loading product in a container of vehicle
* Loading containers on a vehicle, plane, ship
1 KB (211 words) - 16:54, 8 February 2023
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* Loading product in a container or vehicle
* Loading containers on a vehicle, plane, ship
2 KB (223 words) - 16:55, 8 February 2023
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* In a factory: Transport to a warehouse, distribution center, factory or customer
* In a [[t:WHSE]]: Transport to a factory, store or customer
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* In a factory: Customer direct shipments
* In a [[t:WHSE]]: Transport to a store (e.g. ([[Link::t:SOS]]) or customer
2 KB (314 words) - 16:56, 8 February 2023
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...e [[t:Shipper|Shipper]] may describe the total multi-leg transportation as a single process. The [[t:Carrier|Carrier]] or carriers process the shipment
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...ent to [[t:Lessor|Lessor]] (e.g. equipment, freight containers, pallets in a pallet-pool)
* In a manufacturing plant: Component return shipment (e.g. [[t:Buy|Buy]] part fai
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* Pumping product into a silo or tank
* Putting away product in a bin on a shelf or pallet location
2 KB (303 words) - 14:44, 27 October 2021
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...hat product is pickable may take place at different times. This means that a product may be in the storage location from where picks take place, but may
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...the pick process, and may include finding alternative products in case of a stock-out or recording the lot numbers or serial numbers picked on the orde
Typically items to pick are grouped according to a Pick Policy. Generally accepted pick policies include:
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* Stacking, shrink-wrapping and labeling a pallet with odd-sized items for an order
...cking items in a shipping box, adding peanuts, taping the box and applying a shipping label
2 KB (289 words) - 16:53, 8 February 2023
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...red with reference to the order and need to be picked accordingly. Linking a specific product, its lot number or its serial number to the order typicall
No {{this}} is required in a [[t:DC|distribution Center]] or warehouse if the product is [[sc:S203|Recei
2 KB (234 words) - 16:54, 8 February 2023
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...red with reference to the order and need to be picked accordingly. Linking a specific product, its lot number or its serial number to the order takes pl
* Preparing a project installation
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Customization describes a Manufacturing process that requires information provided by the customer to
* In a [[t:WHSE]]: Breaking bulk*
2 KB (294 words) - 16:48, 8 December 2021
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...finished goods, goods, products, merchandize) or services specifically for a [[t:SO]] or [[t:WO]]. This may include approving [[Link::t:REQ|Purchase Req
* [[t:STO]] between plants or warehouses for a specific [[t:SO]]
1 KB (176 words) - 15:40, 27 October 2021
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* Processing a [[Link::t:Quote|Quote]] for product; Price, lead time
* Processing a [[Link::t:Quote|Quote]] for a configurable product; Configuration, price, lead time
1 KB (200 words) - 14:23, 27 October 2021
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...tem numbers. In many use cases this process is initiated by the receipt of a purchase order from the customer.
* Replacement product order entry for a customer return
2 KB (256 words) - 16:49, 8 February 2023
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...ing the delivery date for the order (scheduling). This may include placing a request or order for product to the supplying entity (manufacturing or sour
* Fixed lead time = A date is assigned based on a service level
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* Picking products to be send to a repair center
Picking in a [[t:RL]] supply chain is typically different from [[t:MTS]], [[t:MTO]], and
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* Stacking, shrink-wrapping and labeling a pallet with odd-sized items for return
* At home: Packing items in a shipping box, adding filler, taping the box and applying the return label
1 KB (149 words) - 16:56, 8 February 2023
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...hat product is pickable may take place at different times. This means that a product may be in the storage location from where picks take place, but may
874 bytes (123 words) - 16:57, 8 February 2023
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...ng itself may be, in part or as a whole, the [[t:ETO]] service provided to a customer.
2 KB (265 words) - 16:55, 8 February 2023
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...delivery date for the project order (scheduling). This may include placing a request or order for product or resources on the supplying entity (manufact
* Allocating order-engineering, production and installation resources to a project
1 KB (147 words) - 16:51, 8 February 2023
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...tem numbers. In many use cases this process is initiated by the receipt of a purchase order from the customer and the internally developed proposal.
1 KB (202 words) - 16:51, 8 February 2023
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...ces and the selection of transportation mode, service provider and issuing a request for transportation services for product. This may include determini
...complete the order may be updated with the latest delivery information and a notification may be send to the resources, transportation parties and/or th
2 KB (232 words) - 16:51, 8 February 2023
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...electing which [[t:RFP|RFP's]] to respond to and may include responding to a [[Link::t:PQQ|Pre-Qualification Questionnaire]].
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...ities associated with planning the design, documentation and submission of a proposal for products or services to the prospective customer. This include
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Typically a key deliverable of this process is a [[Link::t:CP]].
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...with developing a commodity or category strategy for purchased materials. A Commodity or category strategy is based on the [[t:CP]] and [[Link::t:SMA|s
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...evaluating and selecting potential suppliers. For each potential supplier a supplier profile is developed to enable data-driven decisions. This may inc
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Tendering works best in a buyers market after above prerequisites are met.
Selection of a supplier is generally based on multiple criteria, of which price is one. Ot
2 KB (224 words) - 15:30, 27 October 2021
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* Agree on a fair price for product or service - how much
1 KB (194 words) - 18:54, 8 December 2021
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...s may include requesting a formal legal review of the contract language by a qualified legal expert.
In general a purchase contract consists of four basic elements:
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* Work orders to repair a customer asset
* Work orders to repair a product for sale as 'refurbished'
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* Internal transport to a manufacturing warehouse or shipping dock
* Transfer of a customer asset to shipping/logistics
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* For a lease or asset pooling operation: Schedule reconditioning activities
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The activities associated with scheduling individual deliveries on a purchase order. This may include sending orders, schedule requests, special
* Negotiating a delivery schedule with a [[t:Seller|Supplier]]
1 KB (156 words) - 15:40, 27 October 2021
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...erwork, weighing in, providing directions to the unloading area, assigning a position in the unloading queue and parking or queueing the vehicle, contai
* In a manufacturing plant: Bulk truck weighing in
1 KB (205 words) - 15:40, 27 October 2021
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...overning the purchase. This may include taking samples, sending samples to a laboratory, placing product in logical or physical quarantine (inventory bl
Inspection may occur on all products on a delivery or on a sample.
1 KB (221 words) - 15:40, 27 October 2021
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...ement of product (materials, semi-finished product, goods, merchandize) to a storage location. This includes determining the optimal storage location, a
...rack the order specifics. This requires the inventory to be recorded using a reference to the purchase order number, production order number or customer
2 KB (259 words) - 15:39, 27 October 2021
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...ing [[sc:S2]] processes are [[Link::t:SOS|Sales Order Stock]]: sourced for a specific customer order and/or production order.
* In a factory: Moving configurable semi-finished products (sub assemblies) to the
1 KB (193 words) - 15:39, 27 October 2021
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...ource-to-Replenish]] and [[sc:S2]] contracts the verification typically is a standardized, repeatable process. [[sc:S3|Source-to-Engineering-Order]] may
* In a tolling arrangement: Receiving, verifying and approving the invoices for to
2 KB (205 words) - 15:39, 27 October 2021
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An important part of a [[sc:S2]] process is the ability to track the order specifics. This require
* Standard process of unloading a truck onto the receiving dock
2 KB (241 words) - 15:40, 27 October 2021
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...imarily focuses on schedule adherence (as a change in the schedule impacts a customer order directly).
This process is generally supported by a [[Link::t:SFCS|Shop Floor Control System]] or [[Link::t:MES|Manufacturing E
1 KB (184 words) - 15:13, 27 October 2021
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* Internal transport to a manufacturing warehouse or shipping dock
1 KB (163 words) - 15:14, 27 October 2021
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...rce intensive version of the [[sc:M|Make]] processes and are therefore not a good fit for low margin products.
2 KB (278 words) - 18:59, 8 December 2021
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The collection of processes associated with developing a comprehensive plan to make products and service to support the supply chain
* In a repair/refurbishment center: Capacity planning
2 KB (251 words) - 05:39, 27 October 2021
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...schedule and execute the Make activities. Make-To-Order processes require a production order or work order linked specifically to an order in the Deliv
...h individual Order ([[t:SO]] or [[t:STO|Stock Transfer Order]]) results in a unique [[Link::t:WO|Production Order]]. Planning and scheduling primarily f
1 KB (213 words) - 15:13, 27 October 2021
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...t initially scheduled at the time of order entry. Orders generally do have a Requested Delivery Date. Current and Original Scheduled dates are typically
1 KB (177 words) - 15:46, 27 October 2021
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The activities associated with determining a Delivery Plan based on available demand and on-hand inventory, supplier sch
The output of this process is a projection of the delivery volumes by date (orders and forecasted orders sc
1 KB (166 words) - 21:38, 8 February 2023
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...his is typically not necessary. However hybrid business models exist where a third party perform the [[sc:S|Source]] and [[sc:M]] processes except for o
1 KB (174 words) - 15:48, 27 October 2021