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领域运营管理运营管理运营管理
方法族Machine learningMachine learningMachine learning
起源年份199219612014
提出者Wallace, T. F.Jay ForresterCoelho, L. C., Cordeau, J. F., & Laporte, G.
类型Demand-supply planning frameworkPhenomenon and analysis frameworkOptimization problem
开创性文献Wallace, T. F. (1992). Sales & Operations Planning: The how-to handbook. Cincinnati: APICS Publications. link ↗Lee, H. L., Padmanabhan, V., & Whang, S. (1997). The bullwhip effect in supply chains. Sloan Management Review, 38(3), 93–102. link ↗Coelho, L. C., Cordeau, J. F., & Laporte, G. (2014). Thirty years of inventory routing. Transportation Research Part B: Methodological, 55, 28-67. DOI ↗
别名sales and operations planning, production planningdemand amplification, Forrester effectIRP, vendor-managed logistics
相关555
摘要Aggregate Planning (or Sales & Operations Planning, S&OP) is a collaborative, iterative process that balances demand and supply at a high level—typically grouping products into families and planning over a 3–18 month horizon. Developed formally by Tom Wallace and popularized through APICS, aggregate planning helps organizations align sales forecasts, production capacity, inventory, and workforce to meet demand efficiently while managing costs. It serves as the bridge between strategic business plans and detailed operational execution.The Bullwhip Effect is a phenomenon in supply chain management where small fluctuations in end-customer demand cause progressively larger fluctuations in orders as one moves upstream from retail to distributors to manufacturers to suppliers. First formally documented by Jay Forrester in his 1961 system dynamics work, and later popularized by Lee, Padmanabhan, and Whang in 1997, the effect reveals how information delays and ordering strategies amplify demand variability throughout supply chains, leading to excess inventory, inefficient production scheduling, and increased costs.The Inventory Routing Problem (IRP) is an optimization problem that jointly determines inventory levels at customer locations, delivery routes, and shipment quantities to minimize total logistics and inventory holding costs. Rather than treating inventory management and vehicle routing as separate decisions, IRP recognizes that they are interdependent: larger shipments reduce routing costs but increase inventory holding costs, and vice versa. IRP is solved using mixed-integer programming, heuristics, and metaheuristics, and is a cornerstone of vendor-managed inventory (VMI) programs.
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ScholarGate方法对比: Aggregate Planning · Bullwhip Effect · Inventory Routing. 于 2026-06-20 检索自 https://scholargate.app/zh/compare