Company Name

Product Category Note 1 Define the Unit of Analysis, for the rest of the project

Actual Forecast
2014-15 2015-16 2016-17 2017-18
Q1
Q2
Q3
Q4

Note 2 Explain the method of estimating the demand figures of the previous 3 years along with source
Note 3 Explain the forecasting method for the subsequent quarters
ars along with source
Company Name
Product Category

Company Employee Information (2016-17)

Average Salary (Per Quarter)
Number Regular Overtime
Labors
Managers
Total

Product Category Specific Employee Information: Total Availability

Average Salary (Per Quarter)
Number Regular Overtime
Labors
Managers
Total

Costs Estimations
Hiring Cost Rupees Per Hired Employee
Firing Cost Rupees Per Fired Employee
Order / Demand Backlogging Cost Rupees Per Unit per Month
Inventory Carrying cost Rupees Per Unit per Month
Opening Inventory Units
Closing Inventory Units
Labor requirement Labor hours / Unit
Maximum Overtime (if any) Labor hours per labor per month
Subcontracting (if any) Rupees Per Unit Subcontracted

Aggregate Plan (Final version)

Q1 Q2 Q3 Q4
Forecasted Demand
Opening Inventory
Quantity to be produced
Regular Time Production (Qty)
Regular Time Production (Cost)
Overtime Production (Qty)
Overtime Production (Cost)
Subcontracted (Qty)
Subcontracted (Cost)
Closing Inventory / (Backlog)
Inventory Carrying Cost
 Backlog Cost
Hired Labor (period beginning)
Hiring Cost
Fired Labor (period beginning)
Firing Cost
Total Plan Cost
Expected Total Profit
Note 1 State the source and methods of estimating salary figures
Note 2 Use "Labor" only for aggregate planning and not Managers

Note 3 Assume this as the starting labor level for 2017-18 planning

Note 4 State the methods of estimating costs

Note 5 Evaluate multiple strategies and recommend the best option

Note 6 Assume 90% of average selling price per unit; Note that Revenue = (Opening Inventory + Total Productio
ng Inventory + Total Production Quantity - Closing Inventory)*Average Selling Price per unit
Company Name
Product Category
Distributor City
Factory Location
Distance Kilometers

Total Annual Demand

For the Distributor

Demand estimation for the distributor Note 1 State the method of estimati
Variability in demand Note 2 State the method of estimati
Lead time
Transportation Cost Note 3 State the method of estimati
Ordering Cost Note 4 150% of transportation cost
Inventory Holding Cost Note 5 Assume Inventory carrying c
Stockout Cost Note 6 Assume same as backlogging

EOQ
Safety Stock
ROP
ROQ
# of orders in the year
Total Costs (Material + Holding + Ordering)
Total Revenue for the Distributor Note 7 @ Average Selling price*Num
Total Profit for the Distributor
State the method of estimating the sliced demand for the Distributor City
State the method of estimating demand variability

State the method of estimating the transportation cost

150% of transportation costs
Assume Inventory carrying cost for distributors is 5% more than company
Assume same as backlogging costs in Aggregate planning

@ Average Selling price*Number of units sold (assume entire ordered quantity is sold)
Company Name
Product Category Usage
BOM Component#1
BOM Component#2
BOM Component#3
Note 1

BOM Component#1 EOQ Based

Q1 Q2 Q3 Q4 Item:
Gross requirements On Hand:
Scheduled receipts Lead Time:
Projected available balance Safety Stock:
Net requirements Lotsize:
Planned order receipts
Planned order releases

BOM Component#2 Total Cost Based

Q1 Q2 Q3 Q4 Item:
Gross requirements On Hand:
Scheduled receipts Lead Time:
Projected available balance Safety Stock:
Net requirements Lotsize:
Planned order receipts
Planned order releases

BOM Component#3 Per Unit Cost Based

Q1 Q2 Q3 Q4 Item:
Gross requirements On Hand:
Scheduled receipts Lead Time:
Projected available balance Safety Stock:
Net requirements Lotsize:
Planned order receipts
Planned order releases
 State the calculations / assumptions in arriving at the below numbers

EOQ Based

Lead Time:
Safety Stock:

Total Cost Based

Lead Time:
Safety Stock:

Per Unit Cost Based

Lead Time:
Safety Stock: