Module 1

SUPPLY CHAIN DESIGN

Book 2 of 2

Section B: Design the Supply Chain

Course Bibliography
Course Index
 Course Overview and
Module 1: Supply Chain Design
Book 2

Section B: Design the Supply ChainǤǤǤǤǤǤǤǤǤǤǤǤǤǤǤǤǤǤǤǤǤǤǤǤǤǤǤǤǤǤǤǤǤǤǤǤǤǤǤǤǤǤǤǤǤǤǤǤǤǤǤǤǤǤǤǤǤǤǤǤǤǤǤǤǤǤǤǤǤǤǤǤǤǤǤǤǤǤǤǤǤǤǤǤǤǤǤǤǤǤǤǤǤǤǤǤǤǤǤǤǤǤǤǤǤǤǤͳǦͳͶͳ

Chapter 1: Business ConsiderationsǤǤǤǤǤǤǤǤǤǤǤǤǤǤǤǤǤǤǤǤǤǤǤǤǤǤǤǤǤǤǤǤǤǤǤǤǤǤǤǤǤǤǤǤǤǤǤǤǤǤǤǤǤǤǤǤǤǤǤǤǤǤǤǤǤǤǤǤǤǤǤǤǤǤǤǤǤǤǤǤǤǤǤǤǤǤǤǤǤǤǤǤǤǤǤǤǤǤǤǤǤǤͳǦͳͶͶ

‘’‹…ͳǣƒ”‡–ǡ ‹ƒ…‹ƒŽǡƒ†”‘†—…–‡•‡ƒ”…Šƒ†‘†‡Ž‹‰ǤǤǤǤǤǤǤǤǤǤǤǤǤǤǤǤǤǤǤǤǤǤǤǤǤǤǤǤǤǤǤǤǤǤǤǤǤǤǤǤǤǤǤǤǤͳǦͳͶͶ
‘’‹…ʹǣ‡˜‡”•‡ƒ†’‡…‹ƒŽ‹œ‡†—’’Ž›Šƒ‹•ǤǤǤǤǤǤǤǤǤǤǤǤǤǤǤǤǤǤǤǤǤǤǤǤǤǤǤǤǤǤǤǤǤǤǤǤǤǤǤǤǤǤǤǤǤǤǤǤǤǤǤǤǤǤǤǤǤǤǤǤǤǤǤǤǤǤǤǤǤǤǤǤǤǤǤǤǤͳǦͳ͸ʹ
‘’‹…͵ǣ‘ŽŽƒ„‘”ƒ–‹‘™‹–Š—’’Ž›Šƒ‹ƒ”–‡”•ǤǤǤǤǤǤǤǤǤǤǤǤǤǤǤǤǤǤǤǤǤǤǤǤǤǤǤǤǤǤǤǤǤǤǤǤǤǤǤǤǤǤǤǤǤǤǤǤǤǤǤǤǤǤǤǤǤǤǤǤǤǤǤǤǤǤǤǤǤǤǤǤͳǦͳ͸ͷ

Chapter 2: Supply Chain DesignǤǤǤǤǤǤǤǤǤǤǤǤǤǤǤǤǤǤǤǤǤǤǤǤǤǤǤǤǤǤǤǤǤǤǤǤǤǤǤǤǤǤǤǤǤǤǤǤǤǤǤǤǤǤǤǤǤǤǤǤǤǤǤǤǤǤǤǤǤǤǤǤǤǤǤǤǤǤǤǤǤǤǤǤǤǤǤǤǤǤǤǤǤǤǤǤǤǤǤǤǤǤǤǤǤǤǤǤǤǤǤͳǦͳͺͲ

‘’‹…ͳǣ—’’Ž›Šƒ‹‡•‹‰ƒ†‘ˆ‹‰—”ƒ–‹‘ǤǤǤǤǤǤǤǤǤǤǤǤǤǤǤǤǤǤǤǤǤǤǤǤǤǤǤǤǤǤǤǤǤǤǤǤǤǤǤǤǤǤǤǤǤǤǤǤǤǤǤǤǤǤǤǤǤǤǤǤǤǤǤǤǤǤǤǤǤǤǤǤǤǤǤǤǤͳǦͳͺͳ
‘’‹…ʹǣ˜‡–‘”›ǡ‡…Š‘Ž‘‰›ǡƒ†‡–”‹…•‡•‹‰ǤǤǤǤǤǤǤǤǤǤǤǤǤǤǤǤǤǤǤǤǤǤǤǤǤǤǤǤǤǤǤǤǤǤǤǤǤǤǤǤǤǤǤǤǤǤǤǤǤǤǤǤǤǤǤǤǤǤǤǤǤǤǤǤǤǤǤǤǤͳǦͳͻʹ
‘’‹…͵ǣ —Žˆ‹ŽŽ‡––”ƒ–‡‰‹‡•‘•‹†‡”‹‰ƒ”‡–‡“—‹”‡‡–•ǤǤǤǤǤǤǤǤǤǤǤǤǤǤǤǤǤǤǤǤǤǤǤǤǤǤǤǤǤǤǤǤǤǤǤǤǤǤǤǤǤͳǦͳͻͺ
‘’‹…Ͷǣ”‘†—…–‡•‹‰ˆ‘”‡™”‘†—…–•‘”‡“—‹”‡‡–•ǤǤǤǤǤǤǤǤǤǤǤǤǤǤǤǤǤǤǤǤǤǤǤǤǤǤǤǤǤǤǤǤǤǤǤǤǤǤǤǤǤǤǤǤǤǤǤǤǤǤǤǤǤͳǦʹͲʹ
‘’‹…ͷǣ—’’Ž›Šƒ‹‡–™‘”’–‹‹œƒ–‹‘ǤǤǤǤǤǤǤǤǤǤǤǤǤǤǤǤǤǤǤǤǤǤǤǤǤǤǤǤǤǤǤǤǤǤǤǤǤǤǤǤǤǤǤǤǤǤǤǤǤǤǤǤǤǤǤǤǤǤǤǤǤǤǤǤǤǤǤǤǤǤǤǤǤǤǤǤǤǤǤǤǤǤǤͳǦʹʹ͹

Chapter 3: Technology DesignǤǤǤǤǤǤǤǤǤǤǤǤǤǤǤǤǤǤǤǤǤǤǤǤǤǤǤǤǤǤǤǤǤǤǤǤǤǤǤǤǤǤǤǤǤǤǤǤǤǤǤǤǤǤǤǤǤǤǤǤǤǤǤǤǤǤǤǤǤǤǤǤǤǤǤǤǤǤǤǤǤǤǤǤǤǤǤǤǤǤǤǤǤǤǤǤǤǤǤǤǤǤǤǤǤǤǤǤǤǤǤǤǤǤͳǦʹ͵ͺ

‘’‹…ͳǣˆ‘”ƒ–‹‘‡…Š‘Ž‘‰›ƒ†—’’Ž›Šƒ‹ƒƒ‰‡‡–ǤǤǤǤǤǤǤǤǤǤǤǤǤǤǤǤǤǤǤǤǤǤǤǤǤǤǤǤǤǤǤǤǤǤǤǤǤǤǤǤǤǤǤͳǦʹ͵ͺ
‘’‹…ʹǣŽ‡…–”‘‹…—•‹‡••‘•‹†‡”ƒ–‹‘•ǤǤǤǤǤǤǤǤǤǤǤǤǤǤǤǤǤǤǤǤǤǤǤǤǤǤǤǤǤǤǤǤǤǤǤǤǤǤǤǤǤǤǤǤǤǤǤǤǤǤǤǤǤǤǤǤǤǤǤǤǤǤǤǤǤǤǤǤǤǤǤǤǤǤǤǤǤǤǤǤǤǤǤǤǤͳǦʹͷ͵
‘’‹…͵ǣ‡›‡…Š‘Ž‘‰›’’Ž‹…ƒ–‹‘•ǤǤǤǤǤǤǤǤǤǤǤǤǤǤǤǤǤǤǤǤǤǤǤǤǤǤǤǤǤǤǤǤǤǤǤǤǤǤǤǤǤǤǤǤǤǤǤǤǤǤǤǤǤǤǤǤǤǤǤǤǤǤǤǤǤǤǤǤǤǤǤǤǤǤǤǤǤǤǤǤǤǤǤǤǤǤǤǤǤǤǤǤǤǤǤǤǤͳǦʹ͸ͻ
‘’‹…Ͷǣƒ–ƒ…“—‹•‹–‹‘ƒ†ƒƒ‰‡‡–ǤǤǤǤǤǤǤǤǤǤǤǤǤǤǤǤǤǤǤǤǤǤǤǤǤǤǤǤǤǤǤǤǤǤǤǤǤǤǤǤǤǤǤǤǤǤǤǤǤǤǤǤǤǤǤǤǤǤǤǤǤǤǤǤǤǤǤǤǤǤǤǤǤǤǤǤǤǤǤǤǤǤǤǤǤǤͳǦʹͻͲ

Chapter 4: Implementation Tools—Communications and ProjectsǤǤǤǤǤǤǤǤǤǤǤǤǤǤǤǤǤǤǤǤǤǤǤǤǤǤǤǤǤǤǤǤǤǤǤǤǤǤǤǤͳǦ͵ʹʹ

‘’‹…ͳǣ‘—‹…ƒ–‹‘‘•‹†‡”ƒ–‹‘•ǤǤǤǤǤǤǤǤǤǤǤǤǤǤǤǤǤǤǤǤǤǤǤǤǤǤǤǤǤǤǤǤǤǤǤǤǤǤǤǤǤǤǤǤǤǤǤǤǤǤǤǤǤǤǤǤǤǤǤǤǤǤǤǤǤǤǤǤǤǤǤǤǤǤǤǤǤǤǤǤǤǤǤǤǤǤǤǤǤǤǤǤͳǦ͵ʹʹ
‘’‹…ʹǣ”‘Œ‡…–ƒƒ‰‡‡–‘•‹†‡”ƒ–‹‘•ǤǤǤǤǤǤǤǤǤǤǤǤǤǤǤǤǤǤǤǤǤǤǤǤǤǤǤǤǤǤǤǤǤǤǤǤǤǤǤǤǤǤǤǤǤǤǤǤǤǤǤǤǤǤǤǤǤǤǤǤǤǤǤǤǤǤǤǤǤǤǤǤǤǤǤǤǤǤǤǤǤǤͳǦ͵͵ʹ
‘’‹…͵ǣ”‘Œ‡…–ƒƒ‰‡‡–”‘…‡••
”‘—’•ǤǤǤǤǤǤǤǤǤǤǤǤǤǤǤǤǤǤǤǤǤǤǤǤǤǤǤǤǤǤǤǤǤǤǤǤǤǤǤǤǤǤǤǤǤǤǤǤǤǤǤǤǤǤǤǤǤǤǤǤǤǤǤǤǤǤǤǤǤǤǤǤǤǤǤǤǤǤǤǤǤǤͳǦ͵Ͷͳ

Cumulative Course BibliographyǤǤǤǤǤǤǤǤǤǤǤǤǤǤǤǤǤǤǤǤǤǤǤǤǤǤǤǤǤǤǤǤǤǤǤǤǤǤǤǤǤǤǤǤǤǤǤǤǤǤǤǤǤǤǤǤǤǤǤǤǤǤǤǤǤǤǤǤǤǤǤǤǤǤǤǤǤǤǤǤǤǤǤǤǤǤǤǤǤǤǤǤǤǤǤǤǤǤǤǤǤǤǤǤǤǤǤǤǤǤǤǤǤͳǦ͵ͷͷ

Cumulative Course IndexǤǤǤǤǤǤǤǤǤǤǤǤǤǤǤǤǤǤǤǤǤǤǤǤǤǤǤǤǤǤǤǤǤǤǤǤǤǤǤǤǤǤǤǤǤǤǤǤǤǤǤǤǤǤǤǤǤǤǤǤǤǤǤǤǤǤǤǤǤǤǤǤǤǤǤǤǤǤǤǤǤǤǤǤǤǤǤǤǤǤǤǤǤǤǤǤǤǤǤǤǤǤǤǤǤǤǤǤǤǤǤǤǤǤǤǤǤǤǤǤǤǤǤǤǤǤǤǤͳǦ͵͹͹



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We would like to thank the following dedicated subject matter experts who shared their time, experience, and
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SCOR-P Honey Johnson, CFPIM, CIRM, C.P.M.
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CSCP C.P.M. Rosemary Van Treeck, CPIM, CIRM,
Laura E. Gram, CSCP Steven J. Miller, CSCP CSCP
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Amit Kumar Gupta Peter W. Murray, CIRM, SCOR-P Robert Vokurka, Ph.D., CFPIM,
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CSCP, CPSM Eddie J. Whitfield, CFPIM, CIRM,
Roberto (Jake) Ordonez, CSCP
Joni Holeman, CFPIM, CIRM, CSCP CSCP
Kasthuri Rengan Ponnambalam
Eric P. Jack, Ph.D., CFPIM, CSCP Vivek Wikhe
Gautam Chand Pradhan
Blair Williams, Jonah, CFPIM, CSCP

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Section B: Design the Supply Chain
…‡ƒ•—’’Ž›…Šƒ‹Šƒ•ƒƒ’’”‘˜‡†•–”ƒ–‡‰›ˆ‘”‡ƒ„Ž‹‰ƒ†
…‘’Ž‡‡–‹‰–Š‡‘”‰ƒ‹œƒ–‹‘ƒŽ•–”ƒ–‡‰›ǡ‹–‹•–‹‡–‘‰‡––‘•’‡…‹ˆ‹…•Ǥ
‡–™‘”†‡•‹‰‹•ƒ„‘—–•’‡…‹ˆ›‹‰™Š‘ǡ™Šƒ–ǡ™Š‡”‡ǡ™Š‡ǡƒ†™Š›
ˆ‘”‡˜‡”›†‡–ƒ‹Ž‘ˆƒ•—’’Ž›…Šƒ‹ǡ‘–‘Ž›–Š‡Ž‘…ƒ–‹‘ƒ†—„‡”‘ˆ
ˆƒ…‹Ž‹–‹‡•ǡ„—–ƒŽ•‘Š‘™’”‘†—…–•™‹ŽŽ„‡†‡•‹‰‡†–‘ˆƒ…‹Ž‹–ƒ–‡
‘”‰ƒ‹œƒ–‹‘ƒŽ•–”ƒ–‡‰›ƒ†Š‘™‹ˆ‘”ƒ–‹‘•›•–‡•™‹ŽŽƒ‡–Š‡
‡–™‘”–”ƒ•’ƒ”‡–Ǥ

Processes for Š‡‡›’”‘…‡••‡•–Šƒ–•—’’Ž›…Šƒ‹ƒƒ‰‡”•‡‡†–‘„‡ƒ„Ž‡–‘
designing the ’‡”ˆ‘””‡Žƒ–‡†–‘†‡•‹‰‹‰–Š‡•—’’Ž›…Šƒ‹ƒ”‡
supply chain i †‡–‹ˆ›‹‰…—•–‘‡”ƒ†„—•‹‡••”‡“—‹”‡‡–•
i †‡–‹ˆ›‹‰–Š‡…—””‡–ƒ†ˆ—–—”‡•–ƒ–‡
i ‡”ˆ‘”‹‰ƒ‰ƒ’ƒƒŽ›•‹•„‡–™‡‡…—””‡–ƒ†ˆ—–—”‡•–ƒ–‡
i ‡˜‡Ž‘’‹‰ƒƒ…–‹‘’Žƒ–‘…Ž‘•‡‰ƒ’•Ǥ

ƒ…Š‘ˆ–Š‡•‡’”‘…‡••‡•‹•‹–”‘†—…‡†‡š–Ǥ‘–‡–Šƒ––Š‡•‡ƒ”‡‰‡‡”ƒŽ
‘˜‡”˜‹‡™•ǤŠ‡‹ˆ‘”ƒ–‹‘”‡“—‹”‡†–‘’Žƒƒ†‡š‡…—–‡–Š‡•‡
’”‘…‡••‡•‹•’”‡•‡–‡†Žƒ–‡”‹–Š‹••‡…–‹‘ǯ•–‘’‹…•Ǥ

Identifying customer Š‡’”‘…‡••‘ˆ‹†‡–‹ˆ›‹‰…—•–‘‡”ƒ†„—•‹‡••”‡“—‹”‡‡–•
and business ‹˜‘Ž˜‡•–Š‡ˆ‘ŽŽ‘™‹‰•–‡’•ǣ
requirements i ‡•‡ƒ”…Š‹‰‘”‰ƒ‹œƒ–‹‘ƒŽƒ†•—’’Ž›…Šƒ‹•–”ƒ–‡‰›ˆ‘”
…—•–‘‡”ƒ†„—•‹‡••”‡“—‹”‡‡–•
i Žƒ”‹ˆ›‹‰™Šƒ–†‡‰”‡‡‘ˆ”‡•’‘•‹˜‡‡••ƒ†™Šƒ–†‡‰”‡‡‘ˆ
‡ˆˆ‹…‹‡…›‹•”‡“—‹”‡†„›•–ƒ‡Š‘Ž†‡”•
i ‡”ˆ‘”‹‰ƒ”‡–”‡•‡ƒ”…Š
i
ƒ–Š‡”‹‰‹ˆ‘”ƒ–‹‘‘…—•–‘‡”•ǯ’”‘†—…–‘”•‡”˜‹…‡
”‡“—‹”‡‡–•
i ‡˜‡Ž‘’‹‰ƒ—†‡”•–ƒ†‹‰‘ˆŠ‘™…—•–‘‡”ƒ†„—•‹‡••
”‡“—‹”‡‡–•™‹ŽŽ…Šƒ‰‡‘˜‡”–Š‡’”‘†—…–ǯ•Ž‹ˆ‡…›…Ž‡
i †‡”•–ƒ†‹‰™Š‡…—•–‘‡”ƒ†„—•‹‡••”‡“—‹”‡‡–•
‡…‡••‹–ƒ–‡†‡˜‡Ž‘’‡–‘ˆ”‡˜‡”•‡‘”•’‡…‹ƒŽ‹œ‡†•—’’Ž›
…Šƒ‹•
i ‡–‡”‹‹‰™Š‡„—•‹‡••”‡“—‹”‡‡–•‡‡†–‘„‡•ƒ–‹•ˆ‹‡†
–Š”‘—‰Š…‘ŽŽƒ„‘”ƒ–‹‘™‹–Š•—’’Ž›…Šƒ‹’ƒ”–‡”•
i ‡–‡”‹‹‰„—•‹‡••”‡“—‹”‡‡–•ˆ‘”–‡…Š‘Ž‘‰›ǡ†ƒ–ƒǡƒ†
…‘—‹…ƒ–‹‘…Šƒ‡Ž•‹–‡”ƒŽŽ›ƒ†„‡–™‡‡’ƒ”–‡”•


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Module 1: Supply Chain Design

Identifying the Š‡’”‘…‡••‘ˆ‹†‡–‹ˆ›‹‰–Š‡…—””‡–ƒ†ˆ—–—”‡•–ƒ–‡‹˜‘Ž˜‡•–Š‡

current and future ˆ‘ŽŽ‘™‹‰•–‡’•ǣ
state i ‘ŽŽ‡…–‹‰Š‹•–‘”‹…ƒŽ†ƒ–ƒˆ‘”•‡˜‡”ƒŽ’‡”‹‘†•—’–‘–Š‡’”‡•‡–‘
i …–—ƒŽ‹˜‡–‘”›Ž‡˜‡Ž•’‡”Ž‘…ƒ–‹‘ƒ†‹–”ƒ•‹–
i ˜‡–‘”›‘”†‡”‹‰‡–Š‘†•ƒ†…‘—‹…ƒ–‹‘•
i …–—ƒŽ–”ƒ•‹––‹‡•ƒ†…‘•–•
i ƒ…‹Ž‹–›…‘•–•
i ˆˆ‹…‹‡…›ǡ”‡•’‘•‹˜‡‡••ǡƒ†‘–Š‡”‡–”‹…•ƒ†‡›
’‡”ˆ‘”ƒ…‡‹†‹…ƒ–‘”•
i ‡…Š‘Ž‘‰›—•ƒ‰‡ǡ—•‡ˆ—Ž‡••ǡƒ†ƒ†‹‹•–”ƒ–‹˜‡…‘•–•
i ƒ’’‹‰’”‘…‡••ˆŽ‘™ˆ‘”ƒ—ˆƒ…–—”‹‰ƒ†Ž‘‰‹•–‹…•ˆ‘”…—””‡–
’”‘†—…–•
i ƒŽ›œ‹‰‹˜‡–‘”›–”‡†•ƒ†‘”†‡”‹‰‡–Š‘†•
i ‘†‡Ž‹‰–Š‡•—’’Ž›…Šƒ‹‹‹–•ƒ•Ǧ‹••–ƒ–‡—•‹‰ƒ–Š‡ƒ–‹…ƒŽ
‘†‡Ž•ǡ’”‘…‡••ˆŽ‘™…Šƒ”–•ǡƒ††‡•…”‹’–‹˜‡–‡…Š‹“—‡•
i ‡˜‡Ž‘’‹‰ƒ’”‘†—…–‘”•‡”˜‹…‡†‡•‹‰ˆ—–—”‡•–ƒ–‡–Šƒ–™‹ŽŽ
ƒ……‘‘†ƒ–‡…—•–‘‡”ƒ†„—•‹‡••”‡“—‹”‡‡–•ƒ†•—’’Ž›
…Šƒ‹•–”ƒ–‡‰›
i •‹‰•—’’Ž›…Šƒ‹‡–™‘”‘’–‹‹œƒ–‹‘–‘‘Ž••—…Šƒ•‡–™‘”
‘†‡Ž‹‰ƒ†‘’‡”ƒ–‹‘•”‡•‡ƒ”…Š–‘†‡•‹‰ƒ•—’’Ž›…Šƒ‹–Šƒ–
‡‡–••–”ƒ–‡‰‹…‰‘ƒŽ•‹…Ž—†‹‰”‡•’‘•‹˜‡‡••ƒ†‡ˆˆ‹…‹‡…›
i ‡˜‡Ž‘’‹‰ƒ–‡…Š‘Ž‘‰›‘†‡Žˆ‘”†‡•‹”‡†‹ˆ‘”ƒ–‹‘ˆŽ‘™•ǡ
ƒƒŽ›–‹…•—’’‘”–ǡƒ†‡Ž‡…–”‘‹…„—•‹‡••
i ‘—‹…ƒ–‹‰–Š‡’”‘†—…–Ȁ•‡”˜‹…‡ƒ†•—’’Ž›…Šƒ‹†‡•‹‰•–‘
•–ƒ‡Š‘Ž†‡”•ƒ†‰ƒ–Š‡”‹‰ˆ‡‡†„ƒ…
i
‡––‹‰ƒ’’”‘˜ƒŽˆ‘”–Š‡ˆ‹ƒŽ‹œ‡††‡•‹‰•
i ‘…—‡–‹‰–Š‡ˆ‹ƒŽ‹œ‡††‡•‹‰•

Performing a gap Š‡’”‘…‡••‘ˆ’‡”ˆ‘”‹‰‰ƒ’ƒƒŽ›•‹•„‡–™‡‡…—””‡–ƒ†ˆ—–—”‡
analysis between •–ƒ–‡‹˜‘Ž˜‡•–Š‡ˆ‘ŽŽ‘™‹‰•–‡’•ǣ
current and future i ‘’ƒ”‹‰–Š‡ƒ•Ǧ‹•–‘–Š‡–‘Ǧ„‡•–ƒ–‡–‘†‡–‡”‹‡‡‡†‡†…Šƒ‰‡•
state
–‘
i —’’Ž‹‡”•
i —’’Ž‹‡”…‘–”ƒ…–•ƒ†‡š’‡…–ƒ–‹‘•
i ‘ŽŽƒ„‘”ƒ–‹‘ƒ‰”‡‡‡–•ƒ†’”‘…‡••‡•
i ƒ…‹Ž‹–‹‡•ȋ‡Ǥ‰Ǥǡ‘’‡‡†ǡ…Ž‘•‡†ǡ‘†‹ˆ‹‡†ǡ‘””‡Ž‘…ƒ–‡†Ȍ
i ”‘†—…–‘”•‡”˜‹…‡†‡•‹‰
i ”‘†—…–‹‘’”‘…‡••ˆŽ‘™•ƒ†’”‘†—…–‹‘Ž‹‡•
i ”‘…‡••‡•ǡ’‘Ž‹…‹‡•ǡƒ†’”‘…‡†—”‡•–Šƒ–‹…‘”’‘”ƒ–‡
…‘–‹—‘—•‹’”‘˜‡‡–ƒ†‘–Š‡”ˆ‘”•‘ˆ
”‡•’‘•‹˜‡‡••
i ”ƒ•’‘”–ƒ–‹‘‘†‡•‘”’”‘˜‹†‡”•

© 2016 APICS 1-142 Version 4.0, 2016 Edition

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 Section B: Design the Supply Chain

i ˜‡–‘”›’‘Ž‹…›ƒ†‘”†‡”‹‰‡–Š‘†•
i ‡…Š‘Ž‘‰‹‡•ȋƒ††‹‰‘””‡–‹”‹‰Ȍ
i ‘—‹…ƒ–‹‘•’‘Ž‹…‹‡•‘”’”‘…‡†—”‡•
i ‡–”‹…•–‘’”‘˜‹†‡‹…‡–‹˜‡•–‘ƒŽ‹‰™‹–Š•–”ƒ–‡‰›
i •–‹ƒ–‹‰–Š‡•…‘’‡‘ˆ–Š‡…Šƒ‰‡•ƒ†–‹‡ƒ†…‘•–‹˜‘Ž˜‡†
i ‡”ˆ‘”‹‰ƒˆ‡ƒ•‹„‹Ž‹–›•–—†›ƒ†ˆ‹ƒ…‹ƒŽƒƒŽ›•‹•–‘†‡–‡”‹‡
–Š‡”‡–—”‘‹˜‡•–‡–
i ”‡’ƒ”‹‰ƒ„—•‹‡••’Žƒƒ†‰‡––‹‰‡š‡…—–‹˜‡ƒ’’”‘˜ƒŽˆ‘”‹–

Developing an Š‡’”‘…‡••‘ˆ†‡˜‡Ž‘’‹‰ƒƒ…–‹‘’Žƒ–‘…Ž‘•‡‰ƒ’•‹˜‘Ž˜‡•–Š‡
action plan to close ˆ‘ŽŽ‘™‹‰•–‡’•ǣ
gaps i Žƒ‹‰Š‘™–‘†‡˜‡Ž‘’…‘–‹—‘—•‹’”‘˜‡‡–’Š‹Ž‘•‘’Š‹‡•
‹–‘‘‰‘‹‰‘’‡”ƒ–‹‘ƒŽ’”‘…‡••‡•ǡ’‘Ž‹…‹‡•ǡƒ†’”‘…‡†—”‡•
i Žƒ‹‰Š‘™–‘…‘—‹…ƒ–‡ƒ†ƒƒ‰‡…Šƒ‰‡‹‹–‹ƒŽŽ›ƒ†
‘˜‡”–Š‡Ž‘‰–‡”
i ‡˜‡Ž‘’‹‰’”‘Œ‡…–…Šƒ”–‡”•ˆ‘”ƒŽŽ…Šƒ‰‡•–‘„‡‹’Ž‡‡–‡†ƒ•
’”‘Œ‡…–•
i
‡––‹‰ƒ’’”‘˜ƒŽƒ†ˆ—†‹‰ˆ‘”‡ƒ…Š’”‘Œ‡…–…Šƒ”–‡”ǡ‹…Ž—†‹‰–Š‡
ƒ—–Š‘”‹–›–‘’Žƒ’”‘Œ‡…–•ƒ†‡š’‡†ˆ—†•
i Žƒ‹‰‡ƒ…Š’”‘Œ‡…––‘†‡ˆ‹‡–Š‡‹–‡‰”ƒ–‹‘ǡ•…‘’‡ǡ•…Š‡†—Ž‡ǡ
„—†‰‡–ǡ“—ƒŽ‹–›ǡƒ†Š‘™–‘ƒƒ‰‡Š—ƒ”‡•‘—”…‡•ǡ
…‘—‹…ƒ–‹‘•ǡ”‹••ǡ’”‘…—”‡‡–•ǡƒ†•–ƒ‡Š‘Ž†‡”•
i Žƒ‹‰–Š‡‡š‡…—–‹‘ǡ‘‹–‘”‹‰ƒ†…‘–”‘ŽŽ‹‰ǡƒ†…Ž‘•‹‰
’”‘…‡••‰”‘—’•ˆ‘”‡ƒ…Š’”‘Œ‡…–

‘–‡–Šƒ–‹’Ž‡‡–‹‰ƒ…–‹‘’Žƒ•‹˜‘Ž˜‡–Š‡ˆ‘ŽŽ‘™‹‰•–‡’•ǣ
i ‘—‹…ƒ–‹‰ƒ†”‡…‡‹˜‹‰ˆ‡‡†„ƒ…
i š‡…—–‹‰ǡ‘‹–‘”‹‰ƒ†…‘–”‘ŽŽ‹‰ǡƒ†…Ž‘•‹‰’”‘Œ‡…–•—•‹‰
’”‘Œ‡…–ƒƒ‰‡‡–
i •‹‰…Šƒ‰‡ƒƒ‰‡‡––‘…Šƒ‰‡–Š‡…—Ž–—”‡ƒ†‡•—”‡
’”‘Œ‡…–”‡•—Ž–•„‡…‘‡•–ƒ†ƒ”†‘’‡”ƒ–‹‰’”‘…‡†—”‡

Šƒ‰‡ƒƒ‰‡‡–‹•ƒ‹’‘”–ƒ–’ƒ”–‘ˆ’Žƒ‹‰ƒ†
‹’Ž‡‡–‹‰ƒ…–‹‘’Žƒ•„—–‹•ƒ††”‡••‡†‘Ž›‹‘†—Ž‡͵ǡ‡…–‹‘
ǡŠƒ’–‡”͵ǡDz‘–‹—‘—•’”‘˜‡‡–ƒ†Šƒ‰‡ƒƒ‰‡‡–Ǥdz


© 2016 APICS 1-143 Version 4.0, 2016 Edition

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Chapter 1: Business Considerations

This chapter is designed to

i ‡•…”‹„‡–Š‡‹’‘”–ƒ…‡‘ˆ—†‡”•–ƒ†‹‰–Š‡ƒ”‡–’Žƒ…‡ƒ•‹–
”‡Žƒ–‡•–‘–Š‡•—’’Ž›…Šƒ‹
i ‹•…—••–Š‡ƒ”‡–‹‰ƒ…–‹˜‹–‹‡•‘ˆƒ••ƒ”‡–‹‰˜‡”•—•‹…Š‡
ƒ”‡–‹‰ǡƒ”‡–”‡•‡ƒ”…Šǡ†‡ƒ†‰‡‡”ƒ–‹‘ǡƒ†–Š‡”‘Ž‡‘ˆ–Š‡
Ͷ•‘ˆƒ”‡–‹‰‹ƒ…—•–‘‡”Ǧˆ‘…—•‡†‘”‰ƒ‹œƒ–‹‘
i š’Žƒ‹–Š‡…‘•‹†‡”ƒ–‹‘•‹–Š‡†‡•‹‰‘ˆƒ•—’’Ž›…Šƒ‹
i †‡–‹ˆ›ƒ††‡•…”‹„‡‡›•—’’Ž›…Šƒ‹’”‘…‡••‡•
i ‡ˆ‹‡ƒ†‹ŽŽ—•–”ƒ–‡–Š‡•—’’Ž›…Šƒ‹‹–‡”•‘ˆ‡–‹–‹‡•ǡ•–”—…–—”‡•ǡ
ƒ†ˆŽ‘™•
i š’Žƒ‹–Š‡ˆƒ…–‘”•—•‡†–‘•‡Ž‡…–•–”ƒ–‡‰‹…’ƒ”–‡”•
i —‡”ƒ–‡–Š‡„—‹Ž†‹‰„Ž‘…•‘ˆ…‘ŽŽƒ„‘”ƒ–‹˜‡”‡Žƒ–‹‘•Š‹’•
i †‡–‹ˆ›–Š‡ˆ‡ƒ–—”‡•ƒ†„‡‡ˆ‹–•‘ˆ…‘ŽŽƒ„‘”ƒ–‹‘
i ‡•…”‹„‡Š‘™–‘‘˜‡”…‘‡‘„•–ƒ…Ž‡•–‘…‘ŽŽƒ„‘”ƒ–‹‘
i š’Žƒ‹Š‘™•–”ƒ–‡‰‹…†‡…‹•‹‘•ƒ”‡ƒ†‡…‘…‡”‹‰…—•–‘‡”•ƒ†
ƒ”‡–•ǡ–‡…Š‘Ž‘‰›ǡ‡›’”‘…‡••‡•ǡƒ†•‘—”…‹‰
i †‡–‹ˆ›…‘’‡–‹–‹˜‡’”‹‘”‹–‹‡•ˆ‘”‰ƒ‹‹‰…—•–‘‡”•ˆ‘”ƒ…‘’ƒ›
’”‘†—…–‘”•‡”˜‹…‡
i ‡•…”‹„‡Š‘™‡ƒ…Š•—’’Ž›…Šƒ‹ǯ•…ƒ’ƒ„‹Ž‹–‹‡•ƒ”‡„ƒ•‡†‘‹–•
†‡•‹‰ǡ’”‘…‡••‡•ǡ•›•–‡•ƒ†–‡…Š‘Ž‘‰›ǡŠ—ƒ”‡•‘—”…‡•ǡƒ†
‡–”‹…•Ǥ

Š‹•…Šƒ’–‡”‘„—•‹‡••…‘•‹†‡”ƒ–‹‘•ƒ††”‡••‡••‘‡‘ˆ–Š‡–‘‘Ž•
—•‡†™Š‡‹†‡–‹ˆ›‹‰…—•–‘‡”ƒ†„—•‹‡••”‡“—‹”‡‡–•ǡŠ‘™–‘‰‡–
ƒƒ……—”ƒ–‡’‹…–—”‡‘ˆ–Š‡•—’’Ž›…Šƒ‹†‡•‹‰ǯ•…‘•–•–”—…–—”‡ǡŠ‘™
’”‘†—…–Ž‹ˆ‡…›…Ž‡•–ƒ‰‡ƒˆˆ‡…–•”‡“—‹”‡‡–•ƒ†•—’’Ž›…Šƒ‹†‡•‹‰ǡ
™Š‡–‘•‡–—’”‡˜‡”•‡‘”•’‡…‹ƒŽ‹œ‡†•—’’Ž›…Šƒ‹•ǡ‰‹˜‡••‘‡
‡šƒ’Ž‡•‘ˆ•’‡…‹ƒŽ‹œ‡†•—’’Ž›…Šƒ‹•ǡƒ†•Š‘™•Š‘™–‘‡•–ƒ„Ž‹•Š
…‘ŽŽƒ„‘”ƒ–‹˜‡”‡Žƒ–‹‘•Š‹’•™‹–Š•—’’Ž›…Šƒ‹’ƒ”–‡”•Ǥ


Topic 1: Market, Financial, and Product Research and Modeling
Š‹•–‘’‹…”‡˜‹•‹–•–Š‡•—„Œ‡…–‘ˆƒ”‡–”‡•‡ƒ”…Šˆ”‘•—’’Ž›…Šƒ‹ƒ†
’”‘†—…–†‡•‹‰’‡”•’‡…–‹˜‡•Ǥ ‹ƒ…‹ƒŽ‘†‡Ž‹‰‹˜‘Ž˜‡•‡•—”‹‰
•‘Ž—–‹‘•ƒ”‡Ž‹‡Ž›–‘Šƒ˜‡ƒ’‘•‹–‹˜‡”‡–—”‘‹˜‡•–‡–Ǥ”‘†—…–
”‡•‡ƒ”…Šƒ†‘†‡Ž‹‰”‡ˆ‡”•–‘†‡–‡”‹‹‰Š‘™–‘ƒ†ƒ’––Š‡•—’’Ž›
…Šƒ‹–‘†‹ˆˆ‡”‡–•–ƒ‰‡•‘ˆ‡ƒ…Š’”‘†—…–ǯ•Ž‹ˆ‡…›…Ž‡Ǥ


© 2016 APICS 1-144 Version 4.0, 2016 Edition

All rights reserved Printed on 100% post-consumer waste recycled paper.
 Section B: Design the Supply Chain

Market Š‡‡‰‹‡‡”•†‡•‹‰ƒ’”‘†—…–ǡ–Š‡›†‘ǯ–‡…‡••ƒ”‹Ž›Šƒ˜‡ƒ›–Š‹‰
research ‹‹†‘–Š‡”–Šƒ‘˜‡”…‘‹‰–‡…Š‹…ƒŽ…ŠƒŽŽ‡‰‡•ǤŠ‡›ƒ••—‡–Šƒ–
‘–Š‡”•™‹ŽŽƒ’’”‡…‹ƒ–‡–Š‡„‡ƒ—–›ƒ†—•‡ˆ—Ž‡••‘ˆ–Š‡‹”…”‡ƒ–‹‘•ǤŠ‹•ǡ
Š‘™‡˜‡”ǡ‹•‘–‡…‡••ƒ”‹Ž›–Š‡…ƒ•‡Ǥ

‘‡‘‡—•–ƒ…–ƒ•ƒŽ‹ƒ‹•‘„‡–™‡‡–Š‡ƒ—ˆƒ…–—”‡”•ȋ’”‘†—…–
•’‡…‹ƒŽ‹•–•ǡ–‡…Š‹…‹ƒ•ǡ‡‰‹‡‡”•Ȍƒ†–Š‡’‘–‡–‹ƒŽ…‘•—‡”•™Š‘
‡‹–Š‡”™‹ŽŽǡ‘”™‹ŽŽ‘–ǡ„—›–Š‡‹”’”‘†—…–•ǤǢƒ†ƒ”‡–‹‰‹•ƒŽŽƒ„‘—–
…—•–‘‡”•Ǥƒ”‡–‹‰’Žƒ›•ƒ”‘Ž‡‹ˆ‹†‹‰ǡˆ‘”‡…ƒ•–‹‰ǡ‹ˆŽ—‡…‹‰ǡ
ƒ†•—•–ƒ‹‹‰†‡ƒ†Ȅˆ”‘–Š‡’”‘†—…–…‘…‡’––‘–Š‡‡†‘ˆ–Š‡
’”‘†—…–ǯ•Ž‹ˆ‡…›…Ž‡Ǥƒ”‡–‹‰ƒ†•ƒŽ‡•Šƒ˜‡†‹ˆˆ‡”‡–„—–
…‘’Ž‹‡–ƒ”›‘„Œ‡…–‹˜‡•ǣƒ”‡–‹‰–”ƒ•Žƒ–‡•–Š‡‡š–‡”ƒŽ’‡”•’‡…–‹˜‡
ˆ‘”‹–‡”ƒŽƒ—†‹‡…‡•ȋŠƒ–†‘‡•–Š‡ƒ”‡–‡‡†ǫȌǡ™Š‹Ž‡•ƒŽ‡•
–”ƒ•Žƒ–‡•–Š‡‹–‡”ƒŽ’‡”•’‡…–‹˜‡ˆ‘”‡š–‡”ƒŽƒ—†‹‡…‡•ȋŠ›†‘›‘—
‡‡†™Šƒ–™‡Šƒ˜‡–‘‘ˆˆ‡”ǫȌ

‡ƒ†ƒƒ‰‡‡–”‡Žƒ–‡•–‘„—•‹‡••ƒ†…—•–‘‡””‡“—‹”‡‡–•‹
–Šƒ–‘‡’—”’‘•‡‘ˆ†‡ƒ†ƒƒ‰‡‡–‹•–‘‹ˆŽ—‡…‡–Š‡
‘”‰ƒ‹œƒ–‹‘–‘’”‘†—…‡ƒ’”‘†—…–‘”•‡”˜‹…‡–Šƒ–•ƒ–‹•ˆ‹‡•ƒ…–—ƒŽ
…—•–‘‡””‡“—‹”‡‡–•ƒ†‡š’‡…–ƒ–‹‘•Ǥ‡ƒ†ƒƒ‰‡‡–™‹ŽŽ„‡
ƒ††”‡••‡†‹†‡–ƒ‹Ž‹‘†—Ž‡ʹǡ‡…–‹‘ǡŠƒ’–‡”ͳǡDz‡ƒ†
ƒƒ‰‡‡–ǡdz„—–˜‡”›„”‹‡ˆŽ›ǡ‹–‹…Ž—†‡•’Žƒ‹‰ǡ…‘—‹…ƒ–‹‰ǡ
‹ˆŽ—‡…‹‰ǡƒ†ƒƒ‰‹‰ƒ†’”‹‘”‹–‹œ‹‰†‡ƒ†Ǥˆƒ”‡–‹‰
’”‘ˆ‡••‹‘ƒŽ••—……‡‡†‹‹ˆŽ—‡…‹‰–Š‡‘”‰ƒ‹œƒ–‹‘–‘’”‘†—…‡
’”‘†—…–•ƒ†•‡”˜‹…‡•–Šƒ–‡‡–…—•–‘‡””‡“—‹”‡‡–•ǡ–Š‡’”‘†—…–Ǧ
•‡”˜‹…‡’ƒ…ƒ‰‡•Š‘—Ž†Šƒ˜‡…‡”–ƒ‹…‘’‡–‹–‹˜‡…Šƒ”ƒ…–‡”‹•–‹…•–Šƒ–
‡ƒ„Ž‡†‡ƒ†‹ˆŽ—‡…‹‰ƒ…–‹˜‹–‹‡•–‘Šƒ˜‡ƒ…Šƒ…‡–‘•—……‡‡†ǤŠ‡
ˆ‘ŽŽ‘™‹‰ƒ”‡–‹‰–‡”•ˆ”‘–Š‡APICS Dictionary, ͳͶ–Š‡†‹–‹‘ǡ
”‡Žƒ–‡–‘ƒ’”‘†—…–‘”•‡”˜‹…‡ǯ•ƒ„‹Ž‹–›–‘…‘’‡–‡ˆ‘”ƒ…—•–‘‡”ǯ•
„—•‹‡••ǣ

i Order qualifiers:DzŠ‘•‡…‘’‡–‹–‹˜‡…Šƒ”ƒ…–‡”‹•–‹…•–Šƒ–ƒˆ‹”
—•–‡šŠ‹„‹––‘„‡ƒ˜‹ƒ„Ž‡…‘’‡–‹–‘”‹–Š‡ƒ”‡–’Žƒ…‡Ǥdz

i Order winners:DzŠ‘•‡…‘’‡–‹–‹˜‡…Šƒ”ƒ…–‡”‹•–‹…•–Šƒ–…ƒ—•‡ƒ
ˆ‹”ǯ•…—•–‘‡”•–‘…Š‘‘•‡–Šƒ–ˆ‹”ǯ•‰‘‘†•ƒ†•‡”˜‹…‡•‘˜‡”–Š‘•‡
‘ˆ‹–•…‘’‡–‹–‘”•Ǥdz

i Order losers:Dzƒ’ƒ„‹Ž‹–‹‡•‘ˆƒ‘”‰ƒ‹œƒ–‹‘‹™Š‹…Š’‘‘”
’‡”ˆ‘”ƒ…‡…ƒ…ƒ—•‡Ž‘••‘ˆ„—•‹‡••Ǥdz

ˆƒ”‡–‹‰Šƒ••—……‡••ˆ—ŽŽ›‹ˆŽ—‡…‡†–Š‡‘”‰ƒ‹œƒ–‹‘–‘’”‘†—…‡ƒ
’”‘†—…–‘”•‡”˜‹…‡–Šƒ–Šƒ•–Š‡…ƒ’ƒ„‹Ž‹–›‘ˆ„‡‹‰ƒ‘”†‡”™‹‡”ǡ

© 2016 APICS 1-145 Version 4.0, 2016 Edition

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Module 1: Supply Chain Design

ƒ”‡–‹‰’”‘ˆ‡••‹‘ƒŽ•…ƒ—•‡†‡ƒ†ƒƒ‰‡‡––ƒ…–‹…•–‘‰‡–
…—•–‘‡”•–‘„—›–Šƒ–’”‘†—…–‘”•‡”˜‹…‡Ǥ

 ‘–Š‡”’—”’‘•‡‘ˆ†‡ƒ†ƒƒ‰‡‡–‹•–‘…‘˜‹…‡…—•–‘‡”•–‘
’—”…Šƒ•‡ƒ‘”‰ƒ‹œƒ–‹‘ǯ•’”‘†—…–•ƒ†•‡”˜‹…‡•‹ƒƒ‡”–Šƒ–
•—’’‘”–•„—•‹‡••”‡“—‹”‡‡–•ǡ‘”‰ƒ‹œƒ–‹‘ƒŽ•–”ƒ–‡‰›ǡƒ†‘„Œ‡…–‹˜‡•
ȋ‹Ǥ‡Ǥǡ‹ƒ’”‘ˆ‹–ƒ„Ž‡ƒ‡”ȌǤƒ”‡–‹‰’”‘ˆ‡••‹‘ƒŽ•—–‹Ž‹œ‡–Š‡
‡Ž‡‡–•‘ˆ†‡ƒ†ƒƒ‰‡‡––‘ƒ……‘’Ž‹•Š–Š‡•‡‰‘ƒŽ•ǤŠ‹•–‘’‹…
†‹•…—••‡•–Š‡ˆ‘ŽŽ‘™‹‰‡›ƒ…–‹˜‹–‹‡•ƒ”‡–‹‰’”‘ˆ‡••‹‘ƒŽ•—•‡–‘
ƒ……‘’Ž‹•Š†‡ƒ†ƒƒ‰‡‡–ǣ
i ƒ••ƒ”‡–‹‰˜‡”•—•‹…Š‡ƒ”‡–‹‰
i ƒ”‡–”‡•‡ƒ”…Š
i ‡ƒ†‰‡‡”ƒ–‹‘
i Š‡ˆ‘—”ǯ•‘ˆƒ”‡–‹‰ƒ††‡ƒ†•Šƒ’‹‰

Mass marketing ƒ•‹…ƒ”‡–‹‰•–”ƒ–‡‰‹‡•‹…Ž—†‡†‡˜‡Ž‘’‹‰’”‘†—…–•ƒ†•‡”˜‹…‡•ˆ‘”ƒ

versus niche ƒ••ƒ”‡–‘”ˆ‘…—•‹‰‘‡‘”‘”‡‡••ƒ‰‡•–‘ƒ’’‡ƒŽ–‘‘‡‘”‘”‡
marketing ƒ”‡–•‡‰‡–Ȅƒ”‡–‹…Š‡•Ǥ

Mass marketing‹•Dz–Š‡•–”ƒ–‡‰›‘ˆ•‡†‹‰–Š‡•ƒ‡‡••ƒ‰‡–‘ƒŽŽ
’‘–‡–‹ƒŽ…—•–‘‡”•dzȋAPICS Dictionary, ͳͶ–Š‡†‹–‹‘ȌǤƒ••ƒ”‡–‹‰ǯ•
ƒ†˜ƒ–ƒ‰‡‹•–Š‡ƒ„‹Ž‹–›–‘…”‡ƒ–‡ƒ•‹’Ž‡‡••ƒ‰‡ƒ†”‡’‡ƒ–‹–—‡”‘—•
–‹‡•—•‹‰ƒ••‡†‹ƒ—–‹Ž–Š‡‡••ƒ‰‡‡–‡”•–Š‡…‘•…‹‘—•‡••‘ˆ
…‘•—‡”•Ǥ

ƒ••ƒ”‡–‹‰‹•ƒ’’”‘’”‹ƒ–‡ˆ‘”’”‘†—…–•ƒ†•‡”˜‹…‡•–Šƒ–Šƒ˜‡„”‘ƒ†
ƒ’’‡ƒŽƒ…”‘••ƒ›ƒ”‡–•‡‰‡–•ǡ‡‹–Š‡”„‡…ƒ—•‡–Š‡›ƒ”‡•–ƒ’Ž‡•–Šƒ–
‡˜‡”›‘‡‡‡†•‘”„‡…ƒ—•‡ƒ”‡–‹‰…ƒ„‡—•‡†–‘…”‡ƒ–‡ƒƒ’’ƒ”‡–
‰‡‡”ƒŽ‡‡†‘”†‡•‹”‡Ǥ‘––Ž‡†™ƒ–‡”‹•ƒ‡šƒ’Ž‡‘ˆƒ’”‘†—…––Šƒ–
ƒ”‡–‹‰Šƒ•†‡˜‡Ž‘’‡†‹–‘ƒƒ’’ƒ”‡–‡‡†Ǥ‘•–†‡˜‡Ž‘’‡†
…‘—–”‹‡•ǡ–ƒ’™ƒ–‡”‹•ˆ‹–ˆ‘”†”‹‹‰†—‡–‘–Š‡Š—‰‡‹ˆ”ƒ•–”—…–—”‡
‹˜‡•–‡–•‹™ƒ–‡”•—’’Ž›Ǥ‘™‡˜‡”ǡƒ••ƒ”‡–‹‰Š‡Ž’‡††‡˜‡Ž‘’ƒ
ƒ’’ƒ”‡–‡‡†ˆ‘”„‘––Ž‡†™ƒ–‡”ǯ•‹’”‘˜‡†–ƒ•–‡‘”•ƒˆ‡–›Ǥ
‡––‹‰
…‘•—‡”•–‘ˆƒ˜‘”›‘—”™ƒ–‡”‹•ƒ‘–Š‡”…ŠƒŽŽ‡‰‡Ǥ

ƒ••ƒ”‡–‹‰‹•‘–Œ—•–ˆ‘”•–ƒ†ƒ”†‹œ‡†’”‘†—…–•Ǥ ‘”‡šƒ’Ž‡ǡƒ••
ƒ”‡–‹‰…ƒ„‡—•‡†–‘•‡ŽŽƒ…—•–‘‹œƒ„Ž‡’”‘†—…–•—…Šƒ•ƒ•ƒ†™‹…Š
”‡•–ƒ—”ƒ––Šƒ–ƒŽŽ‘™•…—•–‘‡”•–‘•’‡…‹ˆ›–‘’’‹‰•ǤŠ‡’‘‹–‘ˆƒ••
ƒ”‡–‹‰‹•–‘Šƒ˜‡ƒ•‹‰Ž‡‡••ƒ‰‡–Šƒ–…ƒ„‡„”‘ƒ†Ž›†‹••‡‹ƒ–‡†ǡ‘–
‡…‡••ƒ”‹Ž›–‘”‡•–”‹…–…—•–‘‡”•–‘ƒ‘‡Ǧ•‹œ‡Ǧˆ‹–•ǦƒŽŽ’”‘†—…–‘”•‡”˜‹…‡Ǥ

Niche marketing‹•—•‡†–‘†‡•‹‰‡••ƒ‰‡•–‘„‡‡•’‡…‹ƒŽŽ›ƒ’’‡ƒŽ‹‰
–‘‘‡‘”‘”‡ƒ”‡–•‡‰‡–•Ǥ‹…Š‡ƒ”‡–‹‰…ƒƒŽ•‘—•‡Ž‡••

© 2016 APICS 1-146 Version 4.0, 2016 Edition

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 Section B: Design the Supply Chain

…‘•–Ž›†‡Ž‹˜‡”›…Šƒ‡Ž•„‡…ƒ—•‡‡••ƒ‰‡•…ƒ„‡†‡Ž‹˜‡”‡†‘˜‡”Œ—•––Š‡
‡†‹ƒ–Š‡–ƒ”‰‡–•‡‰‡–•ƒ”‡Ž‹‡Ž›–‘—•‡Ǥ–‡”‡–ƒ†˜‡”–‹•‹‰…ƒ
‡˜‡–ƒ‹Ž‘”ƒ”‡–‹‰‡••ƒ‰‡•–‘ƒ•‡‰‡–‘ˆŒ—•–‘‡’‡”•‘„ƒ•‡†
‘–Šƒ–’‡”•‘ǯ•„”‘™•‹‰‘”’—”…Šƒ•‹‰Š‹•–‘”›Ǥ

Market research Market research‹•–Š‡•›•–‡ƒ–‹…‰ƒ–Š‡”‹‰ǡ”‡…‘”†‹‰ǡƒ†ƒƒŽ›•‹•‘ˆ
†ƒ–ƒƒ„‘—–’”‘„Ž‡•”‡Žƒ–‹‰–‘–Š‡ƒ”‡–‹‰‘ˆ‰‘‘†•ƒ†•‡”˜‹…‡•Ǥ
ƒ”‡–‹‰…ƒ†‘–Š‡•‡–ƒ••™‹–Š‹ǦŠ‘—•‡’‡”•‘‡Žƒ†Ȁ‘”„›
…‘–”ƒ…–™‹–Šƒ‘—–•‹†‡…‘’ƒ›Ǥƒ”‡–”‡•‡ƒ”…Šƒ›„‡‰‹™Š‡–Š‡
’”‘†—…–‹•‡”‡Ž›ƒ•‡–…Š‘”–Š‡‹Ž‹‰‘ˆƒ‹†‡ƒǤ–…ƒƒŽ•‘–ƒ‡’Žƒ…‡
ˆ‘”ƒ‡š‹•–‹‰’”‘†—…–‘”•‡”˜‹…‡ǡ‡•’‡…‹ƒŽŽ›‘‡–Šƒ–•‡‡•‘––‘„‡
Ž‹˜‹‰—’–‘‹–••ƒŽ‡•’‘–‡–‹ƒŽǤȋ–ˆ”‡“—‡–Ž›Šƒ’’‡•–Šƒ–ƒ’”‘†—…–‰‡–•
„—‹Ž–ƒ†‘‘‡™ƒ–•–Š‡‹–‡ǤŠƒ–ǯ•–Š‡–‹‡–‘Š‹”‡ƒƒ”‡–‹‰
…‘’ƒ›ǤȌ

Š‡’—”’‘•‡•‘ˆƒ”‡–”‡•‡ƒ”…Š…ƒ„‡’—–—†‡”–Š”‡‡Š‡ƒ†‹‰•ǣ
ˆ‹†‹‰’‘–‡–‹ƒŽƒ”‡–•ǡƒƒŽ›œ‹‰ƒ”‡–•ǡƒ†”‡ˆ‹‹‰’”‘†—…–
†‡•‹‰–‘ˆ‹––Š‡ƒ”‡–•Ǥ

Finding potential markets

Š‡‘•–„ƒ•‹…“—‡•–‹‘ƒ„‘—–ƒ’”‘†—…–‹•Dz‘‡•ƒ›‘‡…ƒ”‡ǫdz•–Š‡”‡ƒ
•‹‰‹ˆ‹…ƒ–ƒ†—‡–‡‡†‘—––Š‡”‡ˆ‘”–Š‡„‡––‡”’”‘†—…–ǫƒ‡š‹•–‹‰
…‘’ƒ›ǡ–Š‡•ƒŽ‡•ˆ‘”…‡ƒ›’”‘˜‹†‡–Š‡ˆ‹”•–…Ž—‡–Šƒ–…—””‡–…—•–‘‡”•
Šƒ˜‡—‡–‡‡†•–Šƒ–•‡‡…‘’ƒ–‹„Ž‡™‹–Š–Š‡…‘’ƒ›ǯ•‹••‹‘Ǥ
ƒ”‡–”‡•‡ƒ”…Š…ƒ„‡‰‹ˆ”‘–Šƒ–’‘‹––‘“—ƒ–‹ˆ›–Š‡‡‡†ǤŠ‡
’”‘…‡••…ƒƒŽ•‘„‡‰‹ƒ‘‰–Š‡‡‰‹‡‡”•Ȅ–Š‡ˆ‘Ž•™Š‘Ž‘‘ƒ––Š‡
…—””‡–’”‘†—…–•ƒ†•‡‡ƒ™ƒ›–‘‹’”‘˜‡–Š‡Ǥ–Šƒ–…ƒ•‡ǡƒ”‡–‹‰
ƒ†•ƒŽ‡•…ƒ’”‡•‡––Š‡‹†‡ƒ–‘…—””‡–…—•–‘‡”•–‘•‡‡‹ˆ–Š‡”‡ƒ”‡ƒ›
•‹‰•‘ˆ‹–‡”‡•–ǤŠ‡›…ƒƒŽ•‘„‡‰‹ƒ™‹†‡””‡•‡ƒ”…Š…ƒ’ƒ‹‰–‘
‹†‡–‹ˆ›–Š‡’‘–‡–‹ƒŽˆ‘”‡™ƒ”‡–•ˆ‘”–Š‡•—‰‰‡•–‡†’”‘†—…–Ǥ

Analyzing markets
•’”‘†—…–†‡•‹‰‰‡–•—†‡”™ƒ›ǡƒ”‡–‹‰…ƒƒ•‘”‡†‡–ƒ‹Ž‡†
“—‡•–‹‘•ƒ„‘—––Š‡’‘–‡–‹ƒŽƒ”‡––‘†‹˜‹†‡–Š‡ƒ”‡–‹–‘•‡‰‡–•ǡ
ƒ•™‹ŽŽ„‡†‹•…—••‡†‹‘†—Ž‡ʹǡ‡…–‹‘ǡŠƒ’–‡”ͳǡDz‡‰‡–ƒ–‹‘Ǥdz•
•–ƒ–‡†–Š‡”‡ǡ–Š‡„ƒ•‹…“—‡•–‹‘•ƒ”‡–Š‡„‡•–“—‡•–‹‘•ǣŠ‘ǫŠ‡”‡ǫ
Š‡ǫŠ›ǫŠƒ–ǫ‘™ƒ›ǫŠ‡ƒ•™‡”•–‘•—…Š“—‡•–‹‘•…‘•–‹–—–‡
ƒ”‡–•‡‰‡–ƒ–‹‘Ǥ

…‡›‘—‘™™Š‘ƒ†™Š‡”‡–Š‡Ž‹‡Ž›…—•–‘‡”•ƒ”‡ǡ›‘—…ƒƒ•Š‘™
„‡•––‘”‡ƒ…Š–Š‡™‹–Š‡™•ƒ„‘—––Š‡’”‘†—…–Ǥ‘–Š‡›•Š‘’ƒ–ƒŽƒ”‰‡ǡ
”‡–ƒ‹Ž…Šƒ‹•–‘”‡‘”ƒ––Š‡Ž‘…ƒŽŠƒ”†™ƒ”‡•–‘”‡ǫ‘–Š‡›„—›ˆ”‘…ƒ–ƒŽ‘‰•
‘”‘˜‡”–Š‡‹–‡”‡–ǫ•–‡Ž‡ƒ”‡–‹‰–Š‡„‡•–™ƒ›–‘”‡ƒ…Š–Š‡ǫ

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Module 1: Supply Chain Design

ƒ”‡–‹‰’‡”•‘‡Ž…ƒˆ‹†‘—–™Š›ƒ†Š‘™’”‘•’‡…–•ƒ”‡‹–‡”‡•–‡†‹
›‘—”’”‘†—…–„›—•‹‰’Š‘‡•—”˜‡›•ǡ‘Ž‹‡“—‡•–‹‘ƒ‹”‡•ǡˆ‘…—•‰”‘—’•ǡ
ƒƒŽ›•‹•‘ˆ’ƒ•–…—•–‘‡”…‘’Žƒ‹–•‘”ˆ‡‡†„ƒ…ǡ‘”ƒ…‘„‹ƒ–‹‘‘ˆ
–Š‘•‡ƒ’’”‘ƒ…Š‡•Ǥƒ”‡–‡”•ƒŽ•‘™ƒ––‘‘™™Š‡’”‘•’‡…–•ƒ”‡Ž‹‡Ž›
–‘•–ƒ”–„—›‹‰Ǥ”‡–Š‡›”‡ƒ†›ˆ‘”–Š‡‡™’”‘†—…–ǡ‘”™‹ŽŽƒ”‡–
’‡‡–”ƒ–‹‘–ƒ‡•‘‡–‹‡ƒ•›‘—”’”‘•’‡…–•‰‡–—•‡†–‘–Š‡‡™‹†‡ƒǫ
‹ŽŽ–Š‡’”‘†—…–Šƒ˜‡ƒŽ‘‰‘”•Š‘”–Ž‹ˆ‡…›…Ž‡ǫ‘™‘ˆ–‡™‹ŽŽ‹–‡‡†–‘
„‡”‡’Žƒ…‡†ǫ‘™•‘‘™‹ŽŽ…—•–‘‡”•†‡ƒ†ƒ—’‰”ƒ†‡ǫ

‡ƒ†ˆ‘”‡…ƒ•–‹‰ǡƒ•†‹•…—••‡†‹‘†—Ž‡ʹǡ‡…–‹‘ǡŠƒ’–‡”ͳǡ
Dz‡ƒ†ƒƒ‰‡‡–ǡdz‹•ƒƒ”‡–‹‰ƒ†•ƒŽ‡•ƒ…–‹˜‹–›Ǥ…‘ŽŽƒ„‘”ƒ–‹˜‡
ƒ””ƒ‰‡‡–•ǡ•—…Šƒ•˜‡†‘”ƒƒ‰‡†‹˜‡–‘”›ȋȌƒ†…‘ŽŽƒ„‘”ƒ–‹˜‡
’Žƒ‹‰ǡˆ‘”‡…ƒ•–‹‰ǡƒ†”‡’Ž‡‹•Š‡–ȋ Ȍǡ–Š‡ˆ‘”‡…ƒ•–•‡‡†–‘„‡
•Šƒ”‡†™‹–Š…”‘••Ǧˆ—…–‹‘ƒŽƒ†‹–‡”…‘’ƒ›–‡ƒ•–‘‡•—”‡–Šƒ–
‡˜‡”›‘‡™‘”•ˆ”‘–Š‡•ƒ‡ˆ‘”‡…ƒ•–‹‰‹ˆ‘”ƒ–‹‘Ǥ

‡‡„‡”ǣŠ‡‹–…‘‡•–‘ˆ‘”‡…ƒ•–‹‰†‡ƒ†ǡƒ”‡–‹‰Šƒ•ƒ
ƒ–—”ƒŽ„‹ƒ•–‘™ƒ”†‘’–‹‹•Ȅƒ„‹ƒ•–Šƒ–ƒ›„‡ƒ‰‹ˆ‹‡†„›–‘’
ƒƒ‰‡‡–’‘Ž‹…‹‡•Ǥȋƒƒ‰‡‡–•‡Ž†‘Ž‘‘•ˆƒ˜‘”ƒ„Ž›‘…ƒ—–‹‘—•
‡•–‹ƒ–‡•ǤȌ‡ƒ†’Žƒ•„ƒ•‡†‘‘˜‡”Ž›‘’–‹‹•–‹…ˆ‘”‡…ƒ•–•…ƒŽ‡ƒ†
–‘’”‘„Ž‡•Ǥ‘•–‘„˜‹‘—•Ž›ǡ‹–…ƒ…‘•–‘‡›‹ˆ–Š‡…‘’ƒ›‹…”‡ƒ•‡•
…ƒ’ƒ…‹–›–‘‡‡––Š‡†‡ƒ†’Žƒƒ†™‹†•—’™‹–Š—‡…‡••ƒ”‹Ž›Žƒ”‰‡
…ƒ’‹–ƒŽ‡š’‡•‡•ƒ†Ȁ‘”‹˜‡–‘”›Šƒ‰‘˜‡”Ǥ‘’–‹‹•–‹…„‹ƒ•‹
ƒ”‡–‹‰…ƒƒŽ•‘Ž‡ƒ†•—’’Ž›ƒ”‡ƒ•–‘†‹•–”—•––Š‡†‡ƒ†’Žƒƒ†
…‘’‡•ƒ–‡„›…‘‹‰—’™‹–Š–Š‡‹”‘™’Žƒ•ǡ™Š‹…Šƒ›™‡ŽŽ„‡
„‹ƒ•‡†‹–Š‡‘–Š‡”†‹”‡…–‹‘Ǥ”‘••Ǧˆ—…–‹‘ƒŽ–‡ƒ•ƒ†•—’’Ž›…Šƒ‹
…‘ŽŽƒ„‘”ƒ–‹‘…ƒ‘˜‡”…‘‡•—…Š’”‘„Ž‡•Ǥ

Refining product design
•ƒ”‡–”‡•‡ƒ”…Š‡”•Ž‡ƒ”‘”‡ƒ„‘—–ƒ”‡–•‡‰‡–•ǡ–Š‡
‹ˆ‘”ƒ–‹‘•Š‘—Ž†…‘–”‹„—–‡–‘–Š‡’”‘†—…–ǯ•†‡•‹‰Ǥƒ”‡–”‡•‡ƒ”…Š
‹–‘…—•–‘‡”ƒ––‹–—†‡•…ƒŠ‡Ž’‹†‡–‹ˆ›ˆ‡ƒ–—”‡•‘ˆ–Š‡’”‘†—…–ǡ
‹…Ž—†‹‰ƒ•–”ƒ–‡‰‹…’”‹…‡–Šƒ–™‹ŽŽ„‡‘•–ƒ––”ƒ…–‹˜‡–‘–Š‡˜ƒ”‹‘—•
ƒ”‡–•‡‰‡–•Ǥ‘‡’”‘•’‡…–•ƒ›•–”‘‰Ž›ˆ‡‡Ž–Šƒ––Š‡‡™’”‘†—…–
•Š‘—Ž†…‘–ƒ‹…‡”–ƒ‹ˆ‡ƒ–—”‡•ǡ™Š‹Ž‡‘–Š‡”•†‡•‹”‡–Š‡‘’’‘•‹–‡ˆ‡ƒ–—”‡•Ǥ
Š‡ˆ‡ƒ–—”‡•–Šƒ–…ƒ„‡‹…Ž—†‡†™Š‹Ž‡’‘•‹–‹˜‡Ž›…‘–”‹„—–‹‰–‘’”‘ˆ‹–
ƒ”‰‹•Š‘—Ž†„‡ƒ†‘’–‡†ƒ†—’”‘ˆ‹–ƒ„Ž‡˜ƒ”‹ƒ–‹‘••Š‘—Ž†„‡ƒ˜‘‹†‡†Ǥ

•‘‡…ƒ•‡•ƒ’”‘†—…–ǯ•ˆ‡ƒ–—”‡•…ƒ„‡˜ƒ”‹‡†–‘ƒ–…Š†‹ˆˆ‡”‡…‡•‹
ƒ”‡–”‡“—‹”‡‡–•Ǥ ‘”‡šƒ’Ž‡ǡ…‘’—–‡”•…ƒ„‡ƒ••‡„Ž‡†™‹–Š
†‹ˆˆ‡”‡–…‘’‘‡–•–‘‡‡––Š‡•’‡…‹ƒŽ‹œ‡†‡‡†•‘ˆ˜ƒ”‹‘—••‡‰‡–•Ǥ
„ƒ•‹…˜‡”•‹‘™‹ŽŽƒ’’‡ƒŽ–‘…—•–‘‡”•™‹–ŠŽ‹‹–‡†ˆ—†•‘”Ž‹‹–‡†
…‘’—–‹‰‡‡†•Ǥ††‹ƒ’‘™‡”ˆ—Ž’”‘…‡••‘”ƒ†•‘’Š‹•–‹…ƒ–‡†

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 Section B: Design the Supply Chain

•—„•›•–‡•ƒ†›‘—”„ƒ•‹……‘’—–‡”ƒ’’‡ƒŽ•–‘Dz’‘™‡”—•‡”•Ǥdz††ƒ
…Š‘‹…‡‘ˆ…‘Ž‘”•ƒ†•Šƒ’‡•ǡƒ†›‘—ƒ††˜ƒŽ—‡ˆ‘”–Š‡•–›Ž‡Ǧ…‘•…‹‘—•
„—›‡”Ǥ–Š‡”’”‘†—…–•™‹ŽŽ‘–„‡ƒ•’”‘ˆ‹–ƒ„Ž‡™‹–Š—Ž–‹’Ž‡˜ƒ”‹ƒ–‹‘•
ƒ†–Š‡ƒ”‡–‹‰‹’—––‘†‡•‹‰™‹ŽŽ„‡–‘‹†‡–‹ˆ›–Š‡‘•–’”‘ˆ‹–ƒ„Ž‡
•‡‰‡–•Ǥ

––Š‹•’‘‹–ǡ”‡•‡ƒ”…Š‡”•…ƒƒŽ•‘…‘–”‹„—–‡–‘–Š‡”‡˜‡”•‡•—’’Ž›…Šƒ‹
ƒ•’‡…–‘ˆ’”‘†—…–†‡•‹‰ǤŠƒ–•‘”–‘ˆ•—’’‘”–™‹ŽŽ„‡‡…‡••ƒ”›–‘•ƒ–‹•ˆ›
‡†—•‡”•ƒ†‡‡’–Š‡ƒ•Ž‘›ƒŽ…—•–‘‡”•ǫ‹ŽŽ–Š‡›‡‡†’”‘†—…–
†‘…—‡–ƒ–‹‘ǫ‘™ƒ›Žƒ‰—ƒ‰‡•™‹ŽŽ„‡‡…‡••ƒ”›‹–Š‡
’ƒ’ŠŽ‡–•ǫ‹ŽŽ’Š‘‡ǡ–‡š–ǡ‘”‡Ǧƒ‹Ž•—’’‘”–‘’–‹‘•„‡‡…‡••ƒ”›ǫ
Šƒ–™‹ŽŽ„‡–Š‡”‡–—”’‘Ž‹…›ǫŠƒ–‹•–Š‡ƒ––‹–—†‡‘ˆ’‘–‡–‹ƒŽ
…—•–‘‡”•–‘‡ƒ•‡‘ˆ†‹•’‘•ƒŽƒ†‹’ƒ…–‘–Š‡‡˜‹”‘‡–ǫ

Demand ‡ƒ†‰‡‡”ƒ–‹‘‹•’ƒ”–‘ˆ–Š‡‹ˆŽ—‡…‹‰†‡ƒ†‡Ž‡‡–‘ˆ
generation †‡ƒ†ƒƒ‰‡‡–Ǥ‡ƒ†‰‡‡”ƒ–‹‘‹˜‘Ž˜‡•–”ƒ•Žƒ–‹‰Žƒ–‡–
†‡ƒ†‹†‡–‹ˆ‹‡††—”‹‰ƒ”‡–”‡•‡ƒ”…Š‹–‘ƒ…–‹˜‡†‡ƒ†ˆ‘”ƒ
’”‘†—…–‘”•‡”˜‹…‡—•‹‰˜ƒ”‹‘—•ˆ‘”•‘ˆ…‘—‹…ƒ–‹‘•™‹–Š
’‘–‡–‹ƒŽ…—•–‘‡”•Ǥ

‡ƒ†‰‡‡”ƒ–‹‘‹•…”‹–‹…ƒŽˆ‘”‡™’”‘†—…–‹–”‘†—…–‹‘••‹…‡‘•–
‡™’”‘†—…–•ˆƒ‹ŽǤŠ‡ƒ”‡–…‘—Ž†‡‹–Š‡”•–ƒ›™‹–Š–Š‡’”‘†—…––Š‡›
ƒŽ”‡ƒ†›‘™‘”Œ—•–‘–‘–‹…‡–Š‡‡™’”‘†—…–Ǥ‹–Š‘Š‹•–‘”‹…ƒŽ†ƒ–ƒ
–‘‰—‹†‡‹–•ˆ‘”‡…ƒ•–•ǡƒ”‡–‹‰ƒ†•ƒŽ‡•Šƒ˜‡–‘‘’‡”ƒ–‡‘‹•–‹…–ǡ
‡š’‡”‹‡…‡ǡ…‘‡…–‹‘•–‘’ƒ•–’”‘†—…–•ǡƒ†ƒ”‡–”‡•‡ƒ”…ŠǤ‰”‡ƒ–
†‡ƒŽ†‡’‡†•—’‘–Šƒ–”‡•‡ƒ”…ŠǤ†–Š‡”‡•–†‡’‡†•—’‘™Šƒ––Š‡
ƒ”‡–‹‰‡š’‡”–•†‘™‹–Š–Šƒ–”‡•‡ƒ”…Šǡ„‘–Š‹–Š‡’”‘†—…–†‡•‹‰
’Šƒ•‡ƒ††—”‹‰–Š‡‹–”‘†—…–‹‘Ǥ

‘•–‘ˆƒŽŽǡ–Š‡’”‘†—…–”‡ƒŽŽ›Šƒ•–‘‰‹˜‡–Š‡ƒ”‡–™Šƒ–‹–™ƒ–•Ǥ

ˆƒ”‡–ƒƒŽ›•‹•Šƒ•…‘””‡…–Ž›‹†‡–‹ˆ‹‡†–Š‡‡‡†•ƒ††‡•‹”‡•–Š‡‡™
’”‘†—…–…ƒ•ƒ–‹•ˆ›ǡƒ”‡–‹‰ƒ–Ž‡ƒ•–Šƒ•ƒ‰‘‘†…Šƒ…‡–‘†‡˜‡Ž‘’ƒ
…ƒ’ƒ‹‰–Šƒ––”‹‰‰‡”•”‘„—•–•ƒŽ‡•Ǥˆ…‘—”•‡ǡƒŽŽ–Š‘•‡•ƒŽ‡•Šƒ˜‡–‘„‡
ƒ–…Š‡†„›’”‘†—…–‹‘ƒ††‡Ž‹˜‡”›•‘›‘—”•—’’Ž›…Šƒ‹†‘‡•ǯ–”—
‘—–‘ˆ•–‘…ƒ†Šƒ˜‡–‘–—”ƒ™ƒ›‡ƒ‰‡”„—›‡”•Ǥ

‡”‡ƒ”‡•‘‡‘ˆƒ”‡–‹‰ǯ•ƒŒ‘””‡•’‘•‹„‹Ž‹–‹‡•™Š‡†‡˜‡Ž‘’‹‰ƒ
…ƒ’ƒ‹‰ˆ‘”ƒ‡™’”‘†—…–‘””‡„”ƒ†‹‰ƒ‡š‹•–‹‰’”‘†—…–Ǥ

Educating customers
Š‡’‘–‡–‹ƒŽ„—›‡”Šƒ•–‘‘™–Šƒ–›‘—”’”‘†—…–‹•‘—––Š‡”‡Ǥ
ƒ”‡–‹‰Šƒ•–‘‘™™Š‡”‡„—›‡”•ƒ”‡ƒ†Š‘™–‘”‡ƒ…Š–Š‡ǤŠ‹•

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Module 1: Supply Chain Design

‡ƒ•…”ƒˆ–‹‰–Š‡”‹‰Š–‡••ƒ‰‡ǡ‘‡–Šƒ–‡’Šƒ•‹œ‡•–Š‡’”‘†—…–ǯ•
—‹“—‡„‡‡ˆ‹–•ƒ†…‘‡…–•–Š‡–‘…—•–‘‡”‡‡†•ƒ††‡•‹”‡•–Šƒ–
™‡”‡—…‘˜‡”‡††—”‹‰ƒ”‡–”‡•‡ƒ”…ŠǤ
‡‡”ƒ–‹‰’”‘†—…–ƒ†„”ƒ†
ƒ™ƒ”‡‡••ƒ”‡ƒ…–‹˜‹–‹‡•–Šƒ–‘ˆ–‡–ƒ‡Ž‘‰‡”ƒ†”‡“—‹”‡‘”‡‡ˆˆ‘”–
–Šƒ‹•’Žƒ‡†ƒ†„—†‰‡–‡†ˆ‘”ǤŠ‡”‡ˆ‘”‡ǡƒŽ‘‰‡”’Žƒ‹‰Š‘”‹œ‘
ƒ†”‡‰—Žƒ”ˆ‡‡†„ƒ…‘ƒ”‡–‹‰’”‘‰”‡••ƒ”‡‡…‡••ƒ”›–‘‹…”‡ƒ•‡
–Š‡…Šƒ…‡•‘ˆƒ•—……‡••ˆ—Ž’”‘†—…–‹–”‘†—…–‹‘Ǥ

Š‡‡••ƒ‰‡ƒŽ•‘Šƒ•–‘„‡…‘˜‡›‡†–Š”‘—‰Š–Š‡ƒ’’”‘’”‹ƒ–‡‡†‹ƒǣ
’”‹–ƒ†•ȋ™Š‹…Š’‡”‹‘†‹…ƒŽ•ǫȌǡ–‡Ž‡˜‹•‹‘‘”‹–‡”‡–…‘‡”…‹ƒŽ•
ȋ™Š‹…Š’”‘‰”ƒ•ƒ†–‹‡•Ž‘–•‘”™‡„•‹–‡•ǫŠ‹…Šƒ†ƒ‰‡…›ǫŠ‹…Š
•–›Ž‡‘ˆ’”‡•‡–ƒ–‹‘ǫȌǡ‡Ǧƒ‹Žǡ–‡Ž‡ƒ”‡–‹‰ǡ‹Ǧ’‡”•‘˜‹•‹–•ǡ’—„Ž‹…
•‡‹ƒ”•ǡƒ†•‘‘Ǥ

 ‹ƒŽŽ›ǡƒ”‡–‹‰Šƒ•–‘‘™™Š‘–Š‡„—›‡”‹•ǤŠƒ–ǯ•‘–ƒŽ™ƒ›•ƒ•
‘„˜‹‘—•ƒ•‹–•‘—†•Ǥ ‘”‡šƒ’Ž‡ǡƒ‡™–›’‡‘ˆ‡š–‡”‹‘”Œ—…–‹‘„‘š
ƒ›Šƒ˜‡–‘„‡ƒ”‡–‡†–‘ǡƒ†ƒ……‡’–‡†„›ǡ†‡˜‡Ž‘’‡”•ǡ‰‡‡”ƒŽ
…‘–”ƒ…–‘”•ǡ…ƒ”’‡–‡”•ǡƒ†‡Ž‡…–”‹…‹ƒ•ƒ•™‡ŽŽƒ•”‡‰—Žƒ–‘”•ƒ†
‹•’‡…–‘”•Ǥ
‡––‹‰–Š‡™‘”†‘—–™‹ŽŽ’”‘„ƒ„Ž›”‡“—‹”‡’‡”•‘ƒŽ˜‹•‹–•
ƒ††‡‘•–”ƒ–‹‘•ǤŠ‡‡†—•‡”ǡ–Š‡Š‘‡‘™‡”™Š‘ƒ›‡˜‡–—ƒŽŽ›
’Ž—‰•‘‡‘—–†‘‘”Ž‹‰Š–•‹–‘–Šƒ–„‘šǡ‹•ƒ…–—ƒŽŽ›‘ˆ‘‹’‘”–ƒ…‡‹
–Š‡ƒ”‡–‹‰…ƒ’ƒ‹‰Ǥ

Educating supply chain partners
ƒ”–‘ˆ‰‡––‹‰ƒ’”‘†—…–ƒ……‡’–‡†‹•‰‡––‹‰‹–—†‡”•–‘‘†„›–Š‘•‡™Š‘
Šƒ˜‡–‘†‡•‹‰ǡ„—‹Ž†ǡ–”ƒ•’‘”–ǡƒ†•‡ŽŽ‹–Ǥ‘”‹‰‹…‘Œ—…–‹‘™‹–Š
‡‰‹‡‡”•ǡ•—’’Ž‹‡”•ǡŽ‘‰‹•–‹…•ƒƒ‰‡”•ǡ”‡–ƒ‹Ž‡”•Ȅƒ†™Š‘‡˜‡”ƒ›„‡
‹˜‘Ž˜‡†ƒŽ‘‰–Š‡™ƒ›ȋŽ‹‡–Š‘•‡…ƒ”’‡–‡”•‹–Š‡’”‡…‡†‹‰Œ—…–‹‘
„‘š‡šƒ’Ž‡ȌȄƒ”‡–‹‰Šƒ•–‘„‡…‡”–ƒ‹–Šƒ––Š‡’”‘†—…–‹•’”‘†—…‡†ǡ
…ƒ””‹‡†ǡ•–‘”‡†ǡƒ†•‘Ž†„›’‡‘’Ž‡™Š‘—†‡”•–ƒ†‹–Ǥ”ƒ‹‹‰ƒ†Œ‘„
ƒ‹†•ƒ›Šƒ˜‡–‘„‡†‡•‹‰‡†ƒ††‡Ž‹˜‡”‡†ƒ–—Ž–‹’Ž‡Ž‡˜‡Ž•Ǥ

The four Ps of Š‡APICS Dictionary, ͳͶ–Š‡†‹–‹‘ǡ†‡ˆ‹‡•–Š‡four Psƒ•ǡDz•‡–‘ˆ
marketing and ƒ”‡–‹‰–‘‘Ž•–‘†‹”‡…––Š‡„—•‹‡••‘ˆˆ‡”‹‰–‘–Š‡…—•–‘‡”ǤŠ‡ˆ‘—”
demand shaping •ƒ”‡’”‘†—…–ǡ’”‹…‡ǡ’Žƒ…‡ǡƒ†’”‘‘–‹‘ǤdzŠ‡ˆ‘—”•ƒ”‡’ƒ”–‘ˆ™Šƒ–
‹•…ƒŽŽ‡††‡ƒ†•Šƒ’‹‰ǤŠ‡Dictionary†‡ˆ‹‡•demand shapingƒ•ǡ
Dz–Š‡’”ƒ…–‹…‡‘ˆ—•‹‰–Š‡ˆ‘—”•ȋ’”‘†—…–ǡ’”‹…‹‰ǡ’Žƒ…‡‡–ǡƒ†
’”‘‘–‹‘Ȍƒ†‘–Š‡”ƒ”‡–˜ƒ”‹ƒ„Ž‡•–‘‹ˆŽ—‡…‡–Š‡†‡ƒ†‘ˆƒ
’”‘†—…–‘”•‡”˜‹…‡•‘–Šƒ––Š‡†‡ƒ†„‡––‡”ƒ–…Š‡•–Š‡ƒ˜ƒ‹Žƒ„Ž‡
•—’’Ž›Ǥdz

—•–‘‡”Ǧˆ‘…—•‡†ƒ”‡–‹‰ǡ…—•–‘‡”•‡‰‡–ƒ–‹‘ǡƒ†…—•–‘‡”
”‡Žƒ–‹‘•Š‹’ƒƒ‰‡‡–ȋȌ’Š‹Ž‘•‘’Š‹‡•Šƒ˜‡–”ƒ•ˆ‘”‡†–Š‡•‡

© 2016 APICS 1-150 Version 4.0, 2016 Edition

All rights reserved Printed on 100% post-consumer waste recycled paper.
 Section B: Design the Supply Chain

…‘’‘‡–•‘ˆ–”ƒ†‹–‹‘ƒŽƒ”‡–‹‰–‘”‡•’‘†–‘–Š‡…Šƒ‰‡•‹
–‘†ƒ›ǯ•ƒ”‡–’Žƒ…‡Ǥ–”ƒ†‹–‹‘ƒŽƒ”‡–‹‰ǡ–Š‡”‡™ƒ•ƒ’”‘†—…–
ƒ‹‡†ƒ–ƒ•‹‰Ž‡–ƒ”‰‡–‡†ƒ—†‹‡…‡ǤŠ‡”‡™ƒ•‘‡’”‹…‡ǡ‘‡…Šƒ‡Ž‘ˆ
†‹•–”‹„—–‹‘ǡƒ†‘‡ƒ”‡–‹‰‡••ƒ‰‡Ǥ…—•–‘‡”Ǧˆ‘…—•‡†
ƒ”‡–‹‰ǡƒ’”‘†—…–Ǧ•‡”˜‹…‡’ƒ…ƒ‰‡‹‰Š–„‡ƒ”‡–‡†–‘ƒ’ƒ”–‹…—Žƒ”
‹…Š‡•‡‰‡–‘”…—•–‘‹œ‡†–‘ƒ’’‡ƒŽ–‘–Š‡‡‡†•ƒ†™ƒ–•‘ˆ•‡˜‡”ƒŽ
ƒ”‡–•‡‰‡–•Ǥ

…—•–‘‡”Ǧˆ‘…—•‡†•–”ƒ–‡‰›ƒ›…‘–ƒ‹ƒŽŽ‘ˆ–Š‡–”ƒ†‹–‹‘ƒŽ
…‘’‘‡–•‘ˆƒƒ”‡–‹‰’”‘‰”ƒ‘”ƒ›ǡ†‡’‡†‹‰‘–Š‡•‹–—ƒ–‹‘ǡ
ˆ‘…—•‘‘‡‘”–™‘…‘’‘‡–•Ǥ‡™‹ŽŽ–Š‡”‡ˆ‘”‡…‘–‹—‡–‘—•‡–Š‡
–‡”•‘ˆ–”ƒ†‹–‹‘ƒŽƒ”‡–‹‰–‘†‡•…”‹„‡–Š‡…‘’‘‡–•‘ˆƒ
…—•–‘‡”Ǧˆ‘…—•‡†’”‘‰”ƒǤ

‡–ǯ•”‡˜‹‡™–Š‡–”ƒ†‹–‹‘ƒŽƒ”‡–‹‰–‡”•‘ˆ’”‘†—…–ǡ’”‹…‡ǡ
’Žƒ…‡‡–ǡƒ†’”‘‘–‹‘ƒ†•‡‡™Šƒ––Š‡›Šƒ˜‡„‡…‘‡‹ƒ
…—•–‘‡”Ǧˆ‘…—•‡†™‘”Ž†Ǥ

Four Ps: Product Dz”‘†—…–dzˆ‘”‘—”’—”’‘•‡•‹…Ž—†‡•„‘–Š’”‘†—…–•ƒ†•‡”˜‹…‡•‘”
’”‘†—…–Ǧ•‡”˜‹…‡’ƒ…ƒ‰‡•Ǥ–”ƒ†‹–‹‘ƒŽƒ”‡–‹‰ǡƒ’”‘†—…–‘”•‡”˜‹…‡
™ƒ•†‡•‹‰‡†–‘ƒ’’‡ƒŽ–‘ƒŽƒ”‰‡‰”‘—’‘ˆ…‘•—‡”•ǤŠ‡’”‘†—…–™ƒ•
‡••‡–‹ƒŽŽ›•–ƒ–‹…Ȅ’‡”…‡‹˜‡†‹—…Š–Š‡•ƒ‡™ƒ›„›ƒŽŽ…—•–‘‡”•Ǥ
‘•—‡”‡‡†•™‡”‡‹’‘”–ƒ–ǡ„—––Š‡›™‡”‡‘––Š‡•–ƒ”–‹‰’‘‹–Ǥ
‘”‡šƒ’Ž‡ǡ‡Ž‡…–”‹…‹–›™ƒ•‘ˆˆ‡”‡†–‘–Š‡’—„Ž‹…„‡ˆ‘”‡–Š‡’—„Ž‹…
‡š’”‡••‡†ƒ›•’‡…‹ˆ‹…‡‡†•–Šƒ–‹–™‘—Ž†ƒ††”‡••ǤŠ‡–‡…Š‘Ž‘‰›™ƒ•
™Šƒ–™ƒ•„‡‹‰•‘Ž†Ǣƒ”‡–‹‰ƒ†–‹‡™‘—Ž†…”‡ƒ–‡–Š‡‡‡†Ǥ
‹‹Žƒ”Ž›ǡ–Š‡ˆ‹”•–Š‘‡…‘’—–‡”•™‡”‡‹–”‘†—…‡†„‡ˆ‘”‡–Š‡”‡™ƒ•
„”‘ƒ†…‘•—‡”‡‡†Ǣ‹––‘‘ƒ–Ž‡ƒ•–ͳͲ›‡ƒ”•ƒ†–Š‡‰”‘™–Š‘ˆ–Š‡
‹–‡”‡––‘…”‡ƒ–‡–Š‡‡‡†Ǥ

ƒ…—•–‘‡”Ǧˆ‘…—•‡†™‘”Ž†ǡ–Š‡•–ƒ”–‹‰’‘‹–ˆ‘”ƒ’”‘†—…–Ǧ•‡”˜‹…‡
’ƒ…ƒ‰‡‹•‘ˆ–‡…—•–‘‡”‡‡†Ǥ ‘‘†’”‘†—…–•ƒ”‡‘ˆ–‡†‡•‹‰‡†„›
•’‡…‹ƒŽ‹œ‡†…‘’ƒ‹‡•–‘ƒ’’‡ƒŽ–‘–Š‡‡‡†•‘ˆ…‡”–ƒ‹‰”‘—’•Ǥ ‘”
‡šƒ’Ž‡ǡƒŠ‹‰ŠŽ›‡‰‹‡‡”‡†…‘‘‡†–—”‡›ƒ›†‡Ž‹˜‡”‹’”‘˜‡†–ƒ•–‡
–‘ƒ…‘•—‡”™Š‘†‘‡•ǯ–™ƒ––‘•’‡†–Š‡–‹‡”‡“—‹”‡†ˆ‘”–Š‡
–”ƒ†‹–‹‘ƒŽ…‘‘‹‰‡–Š‘†•–Šƒ–’”‘†—…‡–Šƒ––ƒ•–‡Ǥ‡™†‡••‡”–
‹‰Š–”‡•—Ž–‘–ˆ”‘ƒ…‘„‹ƒ–‹‘‘ˆˆŽƒ˜‘”•–‘…”‡ƒ–‡‡š…‡ŽŽ‡––ƒ•–‡
ƒ•—…Šƒ•ƒ…‘„‹ƒ–‹‘‘ˆ‹‰”‡†‹‡–•–‘†‡Ž‹˜‡”ƒ‘ˆƒ––‡‹‰ǡ‰‘‘†Ǧ
–ƒ•–‹‰–”‡ƒ––Šƒ–…ƒ”‡ƒ‹ˆ”‡•Šˆ‘”‘–Š•Ǥ

…”‡ƒ•‹‰Ž›ǡ’”‘†—…–Ǧ•‡”˜‹…‡’ƒ…ƒ‰‡•ƒ›„‡†‡•‹‰‡†–‘„‡
…—•–‘‹œƒ„Ž‡ˆ‘”•’‡…‹ˆ‹……—•–‘‡”•‡‰‡–•ǤŠ‹•ƒŽŽ‘™•–Š‡•‡ŽŽ‡”ȋ‘”
•—’’Ž›…Šƒ‹Ȍ–‘ƒ†††‡•‹”‡†˜ƒŽ—‡ƒ†…‘’‡–‹–‹˜‡†‹ˆˆ‡”‡–‹ƒ–‹‘–‘–Š‡

© 2016 APICS 1-151 Version 4.0, 2016 Edition

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Module 1: Supply Chain Design

’”‘†—…–ƒ†‹†‡ƒŽŽ›•—•–ƒ‹‘”‰”‘™’”‘ˆ‹–Ǥ ‘”‡šƒ’Ž‡ǡƒƒ—ˆƒ…–—”‡†
„—‹Ž†‹‰Ž‹‡ƒ„ƒ”‘”•–‘”ƒ‰‡ˆƒ…‹Ž‹–›ƒ›Šƒ˜‡‡Ž‡‡–•ȋŽ‹‡™‹†‘™•ǡ
†‘‘”•ǡ’ƒ”–‹–‹‘•ǡ’‘”…Š‡•ǡ‘”–”‹Ȍ–Šƒ–…ƒ„‡…‘„‹‡†‹˜ƒ”‹‘—•™ƒ›•
–‘…”‡ƒ–‡•–”—…–—”‡•–Šƒ–‡‡–˜‡”›•’‡…‹ˆ‹…‡‡†•ƒ†–ƒ•–‡•ǤŠ‡•ƒ‡
…”‡†‹–…ƒ”†ƒ›ƒ…–—ƒŽŽ›„‡—Ž–‹’Ž‡…ƒ”†’”‘‰”ƒ•†‹•–‹‰—‹•Š‡†„›
ˆ‡ƒ–—”‡•–Šƒ–‘ˆˆ‡”˜ƒŽ—‡•–‘•’‡…‹ˆ‹…‰”‘—’•ǡ•—…Šƒ•Ž‘™–”ƒ•ˆ‡””ƒ–‡•ǡ
ˆ”‡“—‡–ˆŽ‹‡”‹Ž‡ƒ‰‡ǡ™ƒ‹˜‡†ˆ‡‡•ˆ‘”…Š‡…‡†„ƒ‰•‹ƒ‹”–”ƒ˜‡Žǡ„‘—•
”‡™ƒ”†•ǡ‘”…‘Ǧƒ”‡–‹‰’ƒ”–‡”•Ǥ

Implications of product decisions
ƒŽ—‡Ǧƒ††‡†’”‘†—…–Šƒ•˜ƒ”‹‘—•‹’Ž‹…ƒ–‹‘•ˆ‘”ƒ…—•–‘‡”Ǧˆ‘…—•‡†
’”‘‰”ƒǣ

i Š‡’”‘†—…–‹–•‡Žˆ—•–„‡†‡•‹‰‡†–‘ˆ—Žˆ‹ŽŽ…—•–‘‡”‡š’‡…–ƒ–‹‘•
ƒ†’‘•‡ˆ‡™…ŠƒŽŽ‡‰‡•ˆ‘”…—•–‘‡”—•‡ǤŠ‹•‡…‡••‹–ƒ–‡•
‡š–‡•‹˜‡”‡•‡ƒ”…Šƒ†Ȁ‘”…—•–‘‡”‹˜‘Ž˜‡‡–Ǥ

i Š‡’”‘†—…–—•–„‡ƒ—ˆƒ…–—”‡†‘”…”‡ƒ–‡†–‘‡‡–“—ƒŽ‹–›Ž‡˜‡Ž•
–Šƒ–•ƒ–‹•ˆ›…—•–‘‡”‡š’‡…–ƒ–‹‘•ƒ†„—•‹‡••’”‘ˆ‹–ƒ”‰‹•Ǥ
‡”ˆ‘”ƒ…‡—•–„‡…‘–‹—‘—•Ž›ƒ†•…”—’—Ž‘—•Ž›‡ƒ•—”‡†Ǥ

i ”‘‘–‹‘ƒ††‹•–”‹„—–‹‘—•–„‡…—•–‘‹œ‡†ƒ•™‡ŽŽ–‘ƒ††”‡••
–Š‡†‹•–‹…–‹˜‡‡‡†•‘ˆƒ•‡‰‡–‡†ƒ—†‹‡…‡ǤŠ‡’‡”ˆ‘”ƒ…‡‘ˆ
–Š‡’”‘‰”ƒ—•–„‡–”ƒ…‡†•‘–Šƒ––Š‡’”‘‰”ƒ…ƒ„‡”‡–‘‘Ž‡†ˆ‘”
Š‹‰Š‡”’‡”ˆ‘”ƒ…‡Ǥ

i ƒŽ‡•‡–Š‘†•ƒ›‡‡†–‘„‡…—•–‘‹œ‡†ƒ†‡ƒ•—”‡†ˆ‘”
‡ˆˆ‡…–‹˜‡‡••ǤŠ‡•ƒŽ‡•ˆ‘”…‡—•–„‡–Š‘”‘—‰ŠŽ›ˆƒ‹Ž‹ƒ”™‹–Š‡ƒ…Š
’”‘†—…–ˆ‘”™Š‹…Š‹–‹•”‡•’‘•‹„Ž‡Ȅ™‹–Š‹–•‹–‡†‡†ƒ—†‹‡…‡ƒ†
—•‡ƒ•™‡ŽŽƒ•™‹–Š–Š‡ƒ”‡–‹‰‰‘ƒŽ•ˆ‘”–Š‡’”‘†—…–Ǥ†‡ƒŽŽ›ǡ–Š‡›
•Š‘—Ž†„‡ƒ™ƒ”‡‘ˆ™Šƒ––Š‡…—•–‘‡”Šƒ•„‘—‰Š–„‡ˆ‘”‡Ǥ

i —•–‘‡”…ƒ”‡’‡”•‘‡Ž—•–ƒŽ•‘„‡ˆƒ‹Ž‹ƒ”™‹–Š‡ƒ…Š’”‘†—…–
˜ƒ”‹ƒ–‹‘ǡ‹–•—•‡ǡƒ†‹–•’‘–‡–‹ƒŽ’”‘„Ž‡•Ǥ†‡ƒŽŽ›ǡ–Š‡›•Š‘—Ž†„‡
ˆƒ‹Ž‹ƒ”™‹–Š™Šƒ––Š‡‹†‹˜‹†—ƒŽ…—•–‘‡”Šƒ•„‘—‰Š–ƒ†–Š‡•–ƒ–—•
‘ˆ–Š‡‘”†‡”™‹–Š‘—–Šƒ˜‹‰–‘„‡–‘Ž†„›–Š‡…—•–‘‡”Ǥ

Four Ps: Price ”‹…‹‰‹•‰‡‡”ƒŽŽ›ƒ•–”ƒ–‡‰‹…†‡…‹•‹‘ǡ„ƒ•‡†‘…‘’‡–‹–‹‘ǡ’‡”…‡‹˜‡†
˜ƒŽ—‡ǡƒ†„”ƒ†‹†‡–‹–›ǤŠ‹Ž‡•‘‡„—•‹‡••‡•ƒ›•–‹ŽŽ…ƒŽ…—Žƒ–‡
’”‘ˆ‹–„›ƒ††‹‰ƒƒ……‡’–ƒ„Ž‡ƒ†…‘’‡–‹–‹˜‡’”‹…‡ƒ”‰‹–‘–Š‡–‘–ƒŽ
…‘•–•‘ˆ…”‡ƒ–‹‘ǡ•ƒŽ‡•ǡƒ†‘˜‡”Š‡ƒ†ǡƒ›–ƒ‡ƒ‘”‡—ƒ…‡†
ƒ’’”‘ƒ…Š–‘’”‹…‹‰Ǥˆ–Š‡ƒ”‡–‹•Š‹‰ŠŽ›…‘’‡–‹–‹˜‡ƒ†ƒ’”‘†—…–
Šƒ•„‡…‘‡ƒ…‘‘†‹–›ǡ’”‹…‡™‹ŽŽ„‡†‹…–ƒ–‡†„›–Š‡…‘’‡–‹–‹˜‡
•‹–—ƒ–‹‘ǡ„—–‹ƒ‘”‡†‹ˆˆ‡”‡–‹ƒ–‡†ƒ”‡–’Žƒ…‡ǡ’”‹…‹‰„‡…‘‡•
‘”‡•—„Œ‡…–‹˜‡Ǥ

© 2016 APICS 1-152 Version 4.0, 2016 Edition

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 Section B: Design the Supply Chain

’”‹…‹‰ƒ‡™†”—‰ǡˆ‘”‡šƒ’Ž‡ǡƒ’Šƒ”ƒ…‡—–‹…ƒŽ…‘’ƒ›ƒ›
…‘•‹†‡”‘–‘Ž›–Š‡‹””‡•‡ƒ”…Šƒ††‡˜‡Ž‘’‡–ǡƒ”‡–‹‰ǡƒ†
ƒ—ˆƒ…–—”‹‰…‘•–•„—–ƒŽ•‘–Š‡˜ƒŽ—‡‘ˆ–Š‡†”—‰–‘’ƒ–‹‡–•Ǥ‘™
—…Š™‘—Ž†ƒ’‡”•‘’ƒ›ˆ‘”ƒ†”—‰–Šƒ–‡ƒ„Ž‡†Š‹‘”Š‡”–‘”‡–—”–‘
™‘”‘”–Šƒ–…ƒ—•‡†ˆ‡™‡”•‹†‡‡ˆˆ‡…–•ǫ‘™—…Š™‘—Ž†ƒ’‡”•‘’ƒ›‹ˆ
–Š‡”‡™‡”‡‘‘–Š‡”’”‘†—…–•‘–Š‡ƒ”‡––Šƒ–…‘—Ž††‘–Š‹•ǫ

–Š‡…—•–‘‡”Ǧˆ‘…—•‡†„—•‹‡••‘†‡Žǡ’”‹…‡ƒ†’”‘†—…–ƒ”‡–‹‰Š–Ž›
…‘‡…–‡†Ǥ”‹…‡ƒ›„‡ƒ‘–Š‡”™ƒ›–‘†‹ˆˆ‡”‡–‹ƒ–‡’”‘†—…–•ˆ‘”
•’‡…‹ˆ‹……—•–‘‡”•‡‰‡–•Ǥ ‘”‡šƒ’Ž‡ǡƒ…”‡†‹–…ƒ”†…‘’ƒ›ƒ›
™ƒ‹˜‡ƒ—ƒŽˆ‡‡•ˆ‘”Š‹‰ŠŽ›†‡•‹”ƒ„Ž‡…—•–‘‡”•™Š‘—•‡–Š‡‹”…ƒ”†•
‘ˆ–‡ƒ†…ƒ””›ƒ„ƒŽƒ…‡ˆ”‘‘–Š–‘‘–ŠǤ…‘’—–‡”…‘’ƒ›
ƒ›…”‡ƒ–‡’”‘†—…–Ǧ•‡”˜‹…‡’ƒ…ƒ‰‡•ˆ‘”†‹ˆˆ‡”‡–…—•–‘‡”•Ǥ—•–‘‡”•
™Š‘„—›‘”‡ˆ”‡“—‡–Ž›‘”™Š‘„—›‘”‡‡š’‡•‹˜‡•›•–‡•ƒ›
”‡…‡‹˜‡ˆ”‡‡—’‰”ƒ†‡•–‘Š‹‰Š‡”Ǧ’‡”ˆ‘”ƒ…‡ˆ‡ƒ–—”‡•‘”ƒ›”‡…‡‹˜‡
ˆ”‡‡‹ǦŠ‘‡”‡’ƒ‹”•‡”˜‹…‡Ǥ

 Pricing analysis
„˜‹‘—•Ž›ǡ•–”ƒ–‡‰‹…’”‹…‹‰—•–„‡…ƒ”‡ˆ—ŽŽ›ƒ†ˆ”‡“—‡–Ž›ƒƒŽ›œ‡†–‘
‡•—”‡–Šƒ––Š‡’”‹…‹‰•–”—…–—”‡‹•ƒ––”ƒ…–‹˜‡–‘…—•–‘‡”•„—–•–‹ŽŽ
’”‘ˆ‹–ƒ„Ž‡–‘–Š‡„—•‹‡••Ǥ’‡…‹ˆ‹…•ƒŽ‡•†ƒ–ƒˆ‘”…—•–‘‡”•‡‰‡–•ƒ”‡
‹˜ƒŽ—ƒ„Ž‡ǡƒ•‹–…ƒŠ‡Ž’ƒ—–‘ƒ–‡†‡Ž‹˜‡”›‘ˆ‡••ƒ‰‡•‹–‡†‡†–‘
‘˜‡…—•–‘‡”•‹–‘†‹ˆˆ‡”‡–’”‹…‹‰‰”‘—’•Ǥ

Šƒ–’”‹…‹‰‹•–‘‘Š‹‰Š–‘’‡‡–”ƒ–‡–Š‡ƒ”‡–ǫŠƒ–’”‹…‹‰‹•–‘‘
Ž‘™–‘…‘˜‡”•ƒŽƒ”‹‡•ƒ†„‘—•‡•ƒ†•–‹ŽŽ”‡–—”ƒ’”‘ˆ‹–ǫ‡ƒ†‹•
‘–ƒƒ„•‘Ž—–‡Ǣ‹–‹…”‡ƒ•‡•ƒ††‡…”‡ƒ•‡•†‡’‡†‹‰‘ƒ›ˆƒ…–‘”•ǡ
ƒ†’”‹…‡‹•‘ˆ–‡–Š‡ƒŒ‘”˜ƒ”‹ƒ„Ž‡Ǥ‡ƒ†ƒ›”‹•‡ƒ•–Š‡’”‹…‡ˆƒŽŽ•ǡ
„—–‡˜‡–Šƒ–…‘””‡Žƒ–‹‘Šƒ•‹–•Ž‹‹–•Ǥ‘‡’”‘†—…–••‡ŽŽ„‡––‡”ƒ–ƒ
’”‹…‡•Ž‹‰Š–Ž›‘”‡–Šƒ–Šƒ–‘ˆ–Š‡…‘’‡–‹–‹‘ǡ„‡…ƒ—•‡ƒŠ‹‰Š‡”’”‹…‡
ƒ††•–‘–Š‡‹”•–ƒ–—•ƒ’’‡ƒŽǤŽ‹‰Š–„—Ž„ƒ›„‡’‡”…‡‹˜‡†ƒ•ƒ„‡––‡”
˜ƒŽ—‡†—‡–‘ƒŠ‹‰Š‡”’”‹…‡ƒ†ƒ”‡…‘‰‹œ‡†„”ƒ†ƒ‡ǡ‡˜‡‹ˆ‹–•
‰‡‡”‹…‡“—‹˜ƒŽ‡–‹•’”‘†—…‡†‘–Š‡•ƒ‡’”‘†—…–‹‘Ž‹‡ƒ†‹•
‹†‡–‹…ƒŽ„—–ˆ‘”–Š‡ƒ‡Ǥ—–ˆ‘”•‘‡’”‘†—…–•ǡƒ†‹•‘‡ƒ”‡–•ǡ
–Š‡Dz‡˜‡”›†ƒ›Ž‘™’”‹…‡dz†”ƒ™•…—•–‘‡”•‹Ǥ›…Š”‘‹œ‹‰–Š‡•‡ŽŽ‹‰
’”‹…‡™‹–Š–Š‡…‘•–•‘ˆ†‡•‹‰ǡƒ—ˆƒ…–—”‹‰ǡƒ†Ž‘‰‹•–‹…•‹•ƒƒ”‡ƒ‹
™Š‹…Šƒ”‡–‹‰…ƒ‡ˆˆ‡…–‹˜‡Ž›…‘ŽŽƒ„‘”ƒ–‡ƒ…”‘••ˆ—…–‹‘•ƒ†
…‘’ƒ‹‡•Ǥ

Four Ps: Žƒ…‡‡–ǡ‘”†‹•–”‹„—–‹‘ǡ‹•ƒ‘–Š‡”–ƒ•–Šƒ–ˆƒŽŽ•–‘–Š‡ƒ”‡–‹‰
Placement †‡’ƒ”–‡–ǤŠ‡”‡‹•–Š‡”‹‰Š–’Žƒ…‡Ȅ‘””‹‰Š–…‘„‹ƒ–‹‘‘ˆ’Žƒ…‡•Ȅ–‘
•‡ŽŽ–Š‡’”‘†—…––‘–Š‡–ƒ”‰‡–ƒ”‡–‹•—ˆˆ‹…‹‡–“—ƒ–‹–›–‘‡‡––Š‡
†‡ƒ†ˆ‘”‡…ƒ•–ǫ

© 2016 APICS 1-153 Version 4.0, 2016 Edition

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Module 1: Supply Chain Design

Žƒ…‡‡––”ƒ†‹–‹‘ƒŽŽ›”‡ˆ‡””‡†–‘–Š‡™ƒ›‹™Š‹…Šƒ’”‘†—…–™ƒ••‘Ž†Ȅ
Š‘™–Š‡’”‘†—…–‘”•‡”˜‹…‡‰‘–‹–‘–Š‡Šƒ†•‘ˆ–Š‡…—•–‘‡”Ǥ…‘’ƒ›
‹‰Š–†‡…‹†‡ǡˆ‘”‡šƒ’Ž‡ǡ™Š‡–Š‡”‹–™‘—Ž††‹•–”‹„—–‡‹–•’”‘†—…––Š”‘—‰Š
™ƒ”‡Š‘—•‡•ƒ†”‡–ƒ‹Ž‘—–Ž‡–•ǡ–Š”‘—‰Šƒ†‹”‡…–•ƒŽ‡•ˆ‘”…‡…ƒŽŽ‹‰‘
…—•–‘‡”•ǡ–Š”‘—‰Šƒ™‡„•‹–‡‘”ƒ’’ǡ‘”–Š”‘—‰Šƒ…ƒ–ƒŽ‘‰ƒ‹Ž‡†
’‡”‹‘†‹…ƒŽŽ›–‘‡š‹•–‹‰ƒ†’”‘•’‡…–‹˜‡…—•–‘‡”•Ǥ–ǯ•™‘”–Š‘–‹‰–Šƒ–
’Žƒ…‡‡–™ƒ•–”ƒ†‹–‹‘ƒŽŽ›•‡‡ƒ•ƒ‘‡Ǧ™ƒ›ˆ‘”‘ˆ…‘—‹…ƒ–‹‘ǣ
”‘†—…–™‘—Ž†„‡’Žƒ…‡†„›•Š‹’’‹‰–‘‘—–Ž‡–•‘”„‡‹‰•‘Ž†–Š”‘—‰Šƒ
•ƒŽ‡•ˆ‘”…‡ǡ‘”…—•–‘‡”•™‘—Ž†…ƒŽŽ‹‘”†‡”•–Šƒ–™‘—Ž†„‡ˆ‹ŽŽ‡†Ǥ

Contact channel strategy
Žƒ…‡‡–‹–Š‡…—•–‘‡”Ǧˆ‘…—•‡†‘†‡Ž‹•‘ˆ–‡”‡ˆ‡””‡†–‘ƒ•–Š‡
…‘–ƒ…–…Šƒ‡Ž•–”ƒ–‡‰›Ǥ–‹•ƒ‡ƒ•–‘‹…”‡ƒ•‡’”‘ˆ‹–ƒ„‹Ž‹–›ǡˆ‹”•–ǡ„›
‡•—”‹‰–Šƒ––Š‡‘•–…‘•–Ǧ‡ˆˆ‡…–‹˜‡ƒ†…—•–‘‡”Ǧ’”‡ˆ‡””‡†…Šƒ‡Ž‹•
—•‡†–‘†‹•–”‹„—–‡’”‘†—…–•ƒ†•‡”˜‹…‡•ƒ†ǡ•‡…‘†ǡ„›•‡…—”‹‰
Ž‹ˆ‡–‹‡…—•–‘‡”•–Š”‘—‰ŠŠ‹‰ŠŽ›‡ˆˆ‡…–‹˜‡…—•–‘‡”…ƒ”‡ƒ†…—•–‘‡”
”‡•‡ƒ”…Šƒ…–‹˜‹–‹‡•Ǥ

—•–‘‡”Ǧˆ‘…—•‡†ƒ”‡–‹‰”‡“—‹”‡•ƒ‘”‡‹–‡”ƒ…–‹˜‡ˆ‘”‘ˆ
…‘—‹…ƒ–‹‘Ǥ‹…‡…—•–‘‡”•—•–„‡•ƒ–‹•ˆ‹‡†ƒ†•‹…‡‹ˆ‘”ƒ–‹‘
ƒ„‘—––Š‡…—•–‘‡”•ǯƒ…–‹‘•ƒ†ƒ––‹–—†‡•‹•…”‹–‹…ƒŽ–‘–Š‡„—•‹‡••ǡ
‹ˆ‘”ƒ–‹‘—•–ˆŽ‘™„ƒ…ƒ†ˆ‘”–Š„‡–™‡‡–Š‡„—•‹‡••ƒ†–Š‡
…—•–‘‡”ǤŠ—•ǡ‹–Š‡…—•–‘‡”Ǧˆ‘…—•‡†‘†‡Žǡ’Žƒ…‡‡–‹…Ž—†‡•–Š‡
™ƒ›‹™Š‹…Š–Š‡…—•–‘‡”‰ƒ‹•‹ˆ‘”ƒ–‹‘ƒ„‘—––Š‡’”‘†—…–ƒ†
’‘•–Ǧ’—”…Šƒ•‡•—’’‘”–Ǥ–‡”ƒ…–‹˜‡…‘–ƒ…–…Šƒ‡Ž•‹…Ž—†‡…ƒŽŽ…‡–‡”•ǡ
‘Ž‹‡”‡’‘•‹–‘”‹‡•–Šƒ–ƒŽŽ‘™…—•–‘‡”•–‘ˆ‹††‡•‹”‡†‹ˆ‘”ƒ–‹‘ǡ
™‡„•‹–‡•–Šƒ–‹…‘”’‘”ƒ–‡Ž‹˜‡†‹ƒŽ‘‰—‡‘”‡Ǧƒ‹Ž…‘—‹…ƒ–‹‘ǡƒ†
…Šƒ–”‘‘•ˆ‘”—•‡”•Ǥ‡Ǧ™ƒ›…Šƒ‡Ž•‹…Ž—†‡†‹”‡…–ƒ”‡–‹‰ǣ†‹”‡…–
ƒ‹Žǡƒ••ƒ‹Ž‹‰•„›ˆƒš‘”‡Ǧƒ‹Žǡƒ†–‡Ž‡ƒ”‡–‹‰Ǣƒ†‡†‹ƒǦ
„ƒ•‡†ƒ”‡–‹‰ǣ–‡Ž‡˜‹•‹‘ǡ”ƒ†‹‘ǡ‡™•’”‹–ǡ’‡”‹‘†‹…ƒŽ•ǡ–”ƒ†‡
’—„Ž‹…ƒ–‹‘•ǡ„ƒ‡”ƒ†•ǡ„‹ŽŽ„‘ƒ”†•ǡ‡–…ǤŠ”‘—‰Š‘—––Š‡…‘—‹…ƒ–‹‘
’”‘…‡••ǡ‹ˆ‘”ƒ–‹‘‹•…‘–‹—ƒŽŽ›„‡‹‰‰ƒ–Š‡”‡†ǤŠ‹•‹ˆ‘”ƒ–‹‘
ƒ›’‘‹–‘—–…‘‘ƒŽ‹–‹‡•ƒ†–”‡†•–Šƒ–•—‰‰‡•–ˆ—–—”‡’”‘†—…–
…”ƒˆ–‹‰ǡ’”‘‘–‹‘ǡƒ†•—’’‘”–Ǥ

Retail placement
–Š‡‘•––”ƒ†‹–‹‘ƒŽŽ‘…ƒ–‹‘Ȅ”‡–ƒ‹Ž•–‘”‡•Š‡Ž˜‡•Ȅ’Žƒ…‡‡–…ƒ
‹…Ž—†‡–Š‡†‡•‹‰‘ˆ–Š‡†‹•’Žƒ›ǤŠ‹Ž‡–Š‹•‹‰Š–•‡‡–‘ˆƒŽŽƒ–—”ƒŽŽ›
™‹–Š‹–Š‡…‘’‡–‡…‡‘ˆ–Š‡”‡–ƒ‹Ž‡”ǡ‹’ƒ”–‡”•Š‹’•–Š‡•—’’Ž‹‡”
ƒ›†‡•‹‰ƒ†…‘•–”—…––Š‡†‹•’Žƒ›ƒ•™‡ŽŽƒ•ƒƒ‰‡–Š‡
”‡’Ž‡‹•Š‡–Ǥ‡’‡†‹‰—’‘–Š‡’”‘†—…–ƒ†–Š‡Ž‘…ƒ–‹‘‘ˆ
…—•–‘‡”•ǡ–Š‡–›’‡‘ˆ•–‘”‡Šƒ•–‘„‡†‡–‡”‹‡†Ǥ‹ŽŽ–Š‡’”‘†—…–•‡ŽŽ
„‡•–ƒ––Š‡…‘”‡”Šƒ”†™ƒ”‡•–‘”‡ǡƒŽƒ”‰‡ǡ™‘”Ž†™‹†‡”‡–ƒ‹Ž‡”ǡ‘”„‘–Šǫ

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 Section B: Design the Supply Chain

E-commerce placement
–ǯ•Šƒ”†–‘‹ƒ‰‹‡ƒ‡™’”‘†—…–‹–”‘†—…–‹‘…ƒ’ƒ‹‰–Šƒ–†‘‡•ǯ–
—•‡‡Ǧ…‘‡”…‡ƒ•’ƒ”–‘ˆ–Š‡‹šǤ™‡„•‹–‡‹•‡…‡••ƒ”›‡˜‡‹ˆ‘Ž›
ˆ‘”‹ˆ‘”ƒ–‹‘ƒŽ’—”’‘•‡•Ǥƒ›’”‘†—…–•…ƒ„‡„‘–Šƒ†˜‡”–‹•‡†ƒ†
•‘Ž†‘Ž‹‡–Š”‘—‰Š‘‡ǯ•‘™•‹–‡‘”–Š”‘—‰Š–Š‹”†Ǧ’ƒ”–›•‹–‡•Ǥ‹‰‹–ƒŽ
’”‘†—…–•…ƒ‡˜‡„‡ƒ†˜‡”–‹•‡†ǡ‘”†‡”‡†ǡƒ†•Š‹’’‡†˜‹ƒ–Š‡™‡„ǣ
—•‹…ǡ‘˜‹‡•ǡƒ†™”‹––‡ƒ–‡”‹ƒŽ•ƒ”‡‡šƒ’Ž‡•Ǥ

Other means of placement
‘‡–‹‡•’”‘†—…–••‡ŽŽ„‡•–™Š‡‘ˆˆ‡”‡†–Š”‘—‰Š‹ˆ‘‡”…‹ƒŽ•‘”
™Š‡–Š‡›ƒ”‡ƒ†‡ƒ˜ƒ‹Žƒ„Ž‡„›•’‡…‹ƒŽ‘”†‡”Ǥ–Š‡”’”‘†—…–••‡ŽŽ„‡•–
™Š‡–Š‡›ǯ”‡ƒ˜ƒ‹Žƒ„Ž‡ˆ”‘ƒ’”‹–‡†…ƒ–ƒŽ‘‰Ǥ
ƒ”†‡‹‰•‡‡†•ƒ†
„—Ž„•ƒ”‡‰‘‘†‡šƒ’Ž‡•ǤŠ‡›ƒ‡ˆ‘”…‘Ž‘”ˆ—Ž‹ŽŽ—•–”ƒ–‹‘•ǡƒ†ƒ”‡
Ž‹‰Š–ƒ†”‡Žƒ–‹˜‡Ž›‹‡š’‡•‹˜‡–‘•Š‹’Ǥ

 Evaluating the channel strategy
Š‡…Šƒ‡Ž•–”ƒ–‡‰›—•–„‡…‘–‹—‘—•Ž›‡˜ƒŽ—ƒ–‡†–‘‡•—”‡–Šƒ–‹–‹•
ˆ—Žˆ‹ŽŽ‹‰–Š‡‡‡†•‘ˆ„‘–Š–Š‡…—•–‘‡”ƒ†–Š‡„—•‹‡••Ǥ ”‘–Š‡
…—•–‘‡”ǯ•’‡”•’‡…–‹˜‡ǡƒ‡ˆˆ‡…–‹˜‡…Šƒ‡ŽŠƒ•–Š‡ˆ‘ŽŽ‘™‹‰
…Šƒ”ƒ…–‡”‹•–‹…•ǣ

i Accessible.”‡Š‡Ž’Ž‹‡•–‘ŽŽǦˆ”‡‡—„‡”•ǫ‘–Š‡Š‘—”•‘ˆ
‘’‡”ƒ–‹‘ƒŽŽ‘™ƒ……‡••ƒ–†‹ˆˆ‡”‡––‹‡•‘ˆ–Š‡†ƒ›–‘‡‡–†‹ˆˆ‡”‡–
•…Š‡†—Ž‡•ǫ”‡™‡„•‹–‡•‡’–…—””‡–ƒ†”‡ˆŽ‡…–”‡ƒŽǦ–‹‡…Šƒ‰‡•ǫ
ƒ–Š‡…—•–‘‡”…‘–ƒ…––Š‡‘”‰ƒ‹œƒ–‹‘„›…Šƒ–‘”–‡š–ǫ

i Reliable.”‡ƒ–‡”‹ƒŽ•‘”•‡”˜‹…‡•ƒ˜ƒ‹Žƒ„Ž‡™‹–Š‹–Š‡‡š’‡…–‡†
–‹‡ˆ”ƒ‡™‹–Š‘—–‡š…‡’–‹‘ǫ•–Šƒ–•‘…‹ƒŽ™‡„•‹–‡ƒŽ™ƒ›•
‘’‡”ƒ–‹‘ƒŽǫ

i Complete.ƒ–Š‡…—•–‘‡”‰‡–ƒ……—”ƒ–‡ǡ…—””‡–ǡƒ†…‘’Ž‡–‡
ƒ•™‡”•ǫ

i Secure and error-free.•‡Ǧ…‘‡”…‡ƒ†‡“—ƒ–‡Ž›‡…”›’–‡†ǫ”‡

‘”†‡”•–ƒ‡ƒ……—”ƒ–‡Ž›ǫ

i Direct.ƒ–Š‡…—•–‘‡””‡ƒ…Š•‘‡‘‡™Š‘…ƒƒ••—‡‘™‡”•Š‹’
ˆ‘”–Š‡‹••—‡ǡŠƒ•†‡…‹•‹‘Ǧƒ‹‰ƒ—–Š‘”‹–›ǡƒ†…ƒ”‡•‘Ž˜‡ƒ
’”‘„Ž‡ǫ”‡“—‡•–‹‘•‡ƒ•‹Ž›ƒ•™‡”‡†„›’Š‘‡‘”ƒ—–‘ƒ–‹‘ǫ

i Convenient.‘™ƒ›–‡Ž‡’Š‘‡Šƒ†‘ˆˆ•†‘‡•–Š‡…—•–‘‡”Šƒ˜‡
–‘’ƒ••–Š”‘—‰Š„‡ˆ‘”‡”‡ƒ…Š‹‰•‘‡‘‡™Š‘…ƒƒ…–—ƒŽŽ›•‘Ž˜‡ƒ
’”‘„Ž‡‘”ƒ•™‡”ƒ“—‡•–‹‘ǫ‘™—…ŠŠ—–‹‰‘–Š‡™‡„•‹–‡‹•
‡…‡••ƒ”›ǫ‘™Ž‘‰‹•–Š‡…—•–‘‡”‘Š‘Ž†™Š‡…ƒŽŽ‹‰ǫ

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Module 1: Supply Chain Design

i Fast.‘‡•–Š‡…—•–‘‡”Šƒ˜‡–‘”‡’‡ƒ–ƒ……‘—–ƒ†’”‘„Ž‡
‹ˆ‘”ƒ–‹‘‘”…ƒƒŽŽ–Š‡…—•–‘‡”…ƒ”‡’‡”•‘‡Žƒ……‡••–Š‹•
‹ˆ‘”ƒ–‹‘ƒ—–‘ƒ–‹…ƒŽŽ›ǫ‘‡•–Š‡…—•–‘‡””‡…‡‹˜‡ƒ“—‹…
”‡•’‘•‡–‘‡Ǧƒ‹Ž•‘”’Š‘‡‡••ƒ‰‡•ǫ

i Flexible.ƒ–Š‡„—•‹‡••„‡”‡ƒ…Š‡†‡ƒ•‹Ž›„›–Š‘•‡™‹–Šƒ†
™‹–Š‘—–…‘’—–‡”•ǫ”‡–Š‡”‡ƒ……‘‘†ƒ–‹‘•ˆ‘”‘ƒ–‹˜‡
•’‡ƒ‡”•ǫ

”‘–Š‡„—•‹‡••ǯ•’‡”•’‡…–‹˜‡ǡ–Š‡…Šƒ‡Ž—•–ƒŽŽ‘™–Š‡ˆ‘ŽŽ‘™‹‰ǣ

i Control and consistency.‘‡•–Š‡…Šƒ‡Ž’”‘‘–‡–Š‡‹–‡†‡†

˜ƒŽ—‡•ǡ‹†‡ƒ•ǡ‘”…‘–‡–ǫ•‡˜‡”›…—•–‘‡”ǯ•‡š’‡”‹‡…‡–Š‡•ƒ‡ǫ

i Profitability.‘‡•–Š‡…Šƒ‡Ž‹‹‹œ‡–Š‡—•‡‘ˆ‡š’‡•‹˜‡
Š—ƒ”‡•‘—”…‡•ǡˆ‘”‡šƒ’Ž‡ǡ„›—•‹‰ƒ—–‘ƒ–‹‘™Š‡‡˜‡”
’‘••‹„Ž‡ǫ

Implications of placement decisions to customer segments
Žƒ…‡‡–‹–Š‡…—•–‘‡”Ǧˆ‘…—•‡†‘†‡Žƒ›„‡†‡–‡”‹‡†„›
…—•–‘‡”•‡‰‡–Ǥ••‡–‹ƒŽŽ›‹†‡–‹…ƒŽ’”‘†—…–ƒ›„‡†‹•–”‹„—–‡†
–Š”‘—‰Š†‹ˆˆ‡”‡–…Šƒ‡Ž•–Šƒ–Šƒ˜‡„‡‡…Š‘•‡„‡…ƒ—•‡–Š‡›ƒ–…Š
–Š‡…‘—‹…ƒ–‹‘ƒ†…‘–ƒ…–’”‡ˆ‡”‡…‡•‘ˆ†‹ˆˆ‡”‡–…—•–‘‡”
‰”‘—’•Ǥ‹”Ž‹‡–‹…‡–•ƒ›„‡•‘Ž†‘–Š‡‹–‡”‡–ǡƒ–ƒ—–‘ƒ–‡†‹‘••ǡ
…‘—–‡”•ǡ‘˜‡”–Š‡’Š‘‡ǡ˜‹ƒ‘„‹Ž‡†‡˜‹…‡ƒ’’ǡ‘”–Š”‘—‰Š
‹–‡”‡†‹ƒ”‹‡•ȋƒ‰‡…‹‡•ȌǤ‹ˆˆ‡”‡–‡ƒ•‘ˆ’Žƒ…‡‡–ƒ›ƒˆˆ‡…–
’”‹…‹‰ǡŠ‘™‡˜‡”Ǥ‹‰Š–‘—…Š…—•–‘‡”•‡”˜‹…‡‡–Š‘†•ƒ›…‘ƒ†ƒ
’”‡‹—’”‹…‡Ǥ

‡…Š‘Ž‘‰›Šƒ•ƒŽ•‘‰”‡ƒ–Ž›…Šƒ‰‡†…—•–‘‡”…ƒ”‡Ǥ‘ˆ–™ƒ”‡
ƒ’’Ž‹…ƒ–‹‘•ƒ”‡†‘™Ž‘ƒ†‡†Ǥ‘ˆ–™ƒ”‡ƒ†Šƒ”†™ƒ”‡†‘…—‡–ƒ–‹‘
ƒ”‡‘™‡„•‹–‡•™Š‡”‡–Š‡›…ƒ†‘™Ž‘ƒ†ƒ—ƒŽ•ǡ”‡ˆ‡”’”‘„Ž‡•–‘
ƒ—–‘ƒ–‡†‡š’‡”–•›•–‡•ǡ…‘•—Ž–‹ˆ‘”ƒ–‹‘†ƒ–ƒ„ƒ•‡•ǡƒ†
…‘—‹…ƒ–‡™‹–Š–‡…Š‹…ƒŽ•—’’‘”–‘”‡˜‡‘–Š‡”…—•–‘‡”•ƒ„‘—–
’”‘„Ž‡•‘”“—‡•–‹‘•Ǥ

’”‘˜‡†–”ƒ•’‘”–ƒ–‹‘Šƒ•ƒ†‡’Žƒ…‡‡–‹–•‡Žˆƒ‡›‡Ž‡‡–‹ƒ
’”‘†—…–Ǧ•‡”˜‹…‡’ƒ…ƒ‰‡Ǥ ‘”‡šƒ’Ž‡ǡ’Žƒ…‡‡–ƒ›„‡…—•–‘‹œ‡†
ƒ……‘”†‹‰–‘–Š‡…—•–‘‡”ǯ•‡‡†ˆ‘”ˆƒ•–†‡Ž‹˜‡”›ȋ”‡‰—Žƒ”•’‡‡†ǡˆƒ•–‡”ǡ
‘˜‡”‹‰Š–ȌǤ–Š‡”–”ƒ•’‘”–ƒ–‹‘ƒ›•’‡…‹ƒŽ‹œ‡‹…‘•‹•–‡–†‡Ž‹˜‡”›
–Šƒ–‹•‡‹–Š‡”‡ƒ”Ž›‘”Žƒ–‡Ǥ

Four Ps: ”‘‘–‹‘‹…Ž—†‡••—…Šƒ”‡–‹‰ƒ…–‹˜‹–‹‡•ƒ•…‘•—‡””‡•‡ƒ”…Šƒ†
Promotion ƒ”‡–ƒƒŽ›•‹•Ǣ•‡‰‡–ƒ–‹‘‘ˆ…—•–‘‡”•‘”ƒ—†‹‡…‡Ǣ•‡––‹‰‘ˆ

© 2016 APICS 1-156 Version 4.0, 2016 Edition

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 Section B: Design the Supply Chain

•–”ƒ–‡‰›ˆ‘”–ƒ”‰‡–‡†•‡‰‡–•Ǣ’Žƒ‹‰ǡ…”‡ƒ–‹‘ǡƒ†’Žƒ…‡‡–‘ˆ
ƒ†˜‡”–‹•‹‰Ǣƒ†…”‡ƒ–‹‘‘ˆ„”ƒ†‹ƒ‰‡Ǥ–ƒŽ•‘‹˜‘Ž˜‡•†‡–‡”‹‹‰
ƒ†…‘—‹…ƒ–‹‰–Š‡–‹‹‰‘ˆƒ”‡–‹‰ƒ†’”‘‘–‹‘ƒŽƒ…–‹˜‹–‹‡•
ƒ†…‘ŽŽ‡…–‹‰ˆ‡‡†„ƒ…‘–Š‡‹”‹’ƒ…–Ǥ

Implications of customer segments on promotional activities
ŽŽ‘ˆ–Š‡–”ƒ†‹–‹‘ƒŽ’”‘‘–‹‘ƒŽƒ…–‹˜‹–‹‡•ƒ”‡•–‹ŽŽ˜ƒŽ‹†‹ƒ…—•–‘‡”Ǧ
ˆ‘…—•‡†„—•‹‡••‘†‡ŽǤŠƒ–‹•†‹ˆˆ‡”‡–‹•–Š‡Ž‡˜‡Ž‘ˆ”‡•‡ƒ”…Šǡ
•‡‰‡–ƒ–‹‘ǡƒ†…—•–‘‹œƒ–‹‘‘ˆ–Š‡’”‘‘–‹‘ƒŽ‡••ƒ‰‡‘”‘ˆˆ‡”–Šƒ–
‹•’‘••‹„Ž‡Ǥ‹–Š–‡…Š‘Ž‘‰›ǡ„—•‹‡••‡•…ƒ…ƒ’–—”‡‹ˆ‘”ƒ–‹‘
ƒ„‘—–‡˜‡”›‹–‡”ƒ…–‹‘™‹–Š…—•–‘‡”•ǤŠ‹•‡ƒ„Ž‡•—’ƒ”ƒŽŽ‡Ž‡†
‘’’‘”–—‹–‹‡•–‘•–—†›„—›‡”‘–‹˜ƒ–‹‘ƒ†„‡Šƒ˜‹‘”•ƒ†–‘•‡‰‡–
…—•–‘‡”•‹–‘‰”‘—’•™‹–Š†‹•–‹…–‹˜‡’”‘‰”ƒ•Ǥ”‹–‹‰
–‡…Š‘Ž‘‰‹‡•ƒŽŽ‘™ˆ‘”…‘•–Ǧ‡ˆˆ‡…–‹˜‡…—•–‘‹œƒ–‹‘‘ˆƒ†˜‡”–‹•‹‰
ƒ–‡”‹ƒŽ•ǤŠ‡‡š’Ž‘•‹‘‘ˆ…‘—‹…ƒ–‹‘…Šƒ‡Ž•Ȅ‹…Ž—†‹‰‘–‘Ž›
–Š‡™‡„„—–ƒŽ•‘•ƒ–‡ŽŽ‹–‡”ƒ†‹‘ǡ’‘†…ƒ•–•ǡƒ†‡Ǧƒ‹ŽȄƒŽŽ‘™•„—•‹‡••‡•
–‘•‡Ž‡…–ƒŽ–‡”ƒ–‹˜‡…Šƒ‡Ž•–Šƒ–‘ˆˆ‡”…Ž‡ƒ”ƒ†˜ƒ–ƒ‰‡•ˆ‘”•’‡…‹ˆ‹…
ƒ—†‹‡…‡•Ǥ

—•–‘‡”Ǧˆ‘…—•‡†’”‘‘–‹‘Š‡Ž’•–‘…”‡ƒ–‡„”ƒ†‹ƒ‰‡ƒ•™‡ŽŽǤ‡”Šƒ’•
„‡…ƒ—•‡‘ˆ–Š‡”ƒ–‡‘ˆ…Šƒ‰‡‹’”‘†—…–ƒ˜ƒ‹Žƒ„‹Ž‹–›ǡ…—•–‘‡”•ƒ”‡
‹…”‡ƒ•‹‰Ž›–”ƒ•ˆ‡””‹‰–Š‡‹”Ž‘›ƒŽ–›ˆ”‘•’‡…‹ˆ‹…’”‘†—…–•ȋ‡Ǥ‰ǤǡƒŽ‹‡‘ˆ
Œ‡ƒ•Ȍ–‘–Š‡’”‘˜‹†‡”‘ˆ–Š‘•‡’”‘†—…–•ȋ‹Ǥ‡Ǥǡ–Š‡”‡–ƒ‹Ž‡”™Š‘‡‡’•–Š‘•‡
Œ‡ƒ•ƒ˜ƒ‹Žƒ„Ž‡‹–Š‡”‹‰Š–•‹œ‡ȌǤŠ‡›‰”ƒ––Š‡‹”„—•‹‡••–‘–Š‡•‡
‘”‰ƒ‹œƒ–‹‘•„‡…ƒ—•‡–Š‡›–”—•––Šƒ––Š‡›™‹ŽŽˆ‹†–Š‡’”‘†—…–•–Š‡›ƒ”‡
Ž‘‘‹‰ˆ‘”ƒ†–Šƒ––Š‡›™‹ŽŽ„‡–ƒ‡…ƒ”‡‘ˆ‹ˆƒ›’”‘„Ž‡•‘……—”Ǥ

Š‹•‡ƒ•–Šƒ–„—•‹‡••‡•—•–‡‡’‹…Ž‘•‡–‘—…Š™‹–Š™Šƒ–…—•–‘‡”•
™ƒ–ƒ†ƒ”‡„—›‹‰•‘–Šƒ––Š‡›…ƒ…‘–‹—ƒŽŽ›—’‰”ƒ†‡ǡƒŽ–‡”ǡ‘”
…—•–‘‹œ‡’”‘†—…–ƒ†•—’’Ž›…Šƒ‹‘’–‹‘•–‘‡‡–…—•–‘‡”
‡š’‡…–ƒ–‹‘•ǤŠ‡›—•–ƒŽ•‘‡•—”‡…—•–‘‡”•ƒ–‹•ˆƒ…–‹‘Ǥˆ…—•–‘‡”
…ƒ”‡‹•‹‰‘”‡†ǡ–Š‡‹’Ž‹…ƒ–‹‘•…ƒ„‡…ƒ–ƒ•–”‘’Š‹…Ǥ‡…ƒ—•‡…—•–‘‡”•
ƒ”‡‘”‡ƒ™ƒ”‡‘ˆ•‡”˜‹…‡ǡ’”‘†—…–•ǡƒ†–Š‡’‡”•‘ƒŽ‡š’‡”‹‡…‡–Š‡›
•Š‘—Ž†”‡…‡‹˜‡ǡƒ•‹‰Ž‡ˆƒ‹Ž—”‡ƒ›—†‘–Š‡„”ƒ†‹ƒ‰‡ƒ††”‹˜‡
…—•–‘‡”•–‘ƒ…‘’‡–‹–‘”Ǥ‹••ƒ–‹•ˆ‹‡†…—•–‘‡”•ƒŽ•‘Šƒ˜‡–Š‡‡ƒ•–‘
ƒ‡–Š‡‹”†‹•Ž‘›ƒŽ–›™‡ŽŽ‘™Ǥ‘’Žƒ‹–•’‘•–‡†‘™‡„•‹–‡•ǡ„Ž‘‰•ǡ
–™‡‡–•ǡ…Šƒ–”‘‘•ǡ‘”‘–Š‡”‡†‹ƒ…ƒŠƒ˜‡ƒ•‹‰‹ˆ‹…ƒ–‹’ƒ…–‘
–‘†ƒ›ǯ•‹–‡”‡–Ǧ•ƒ˜˜›…—•–‘‡”ƒ†…ƒ†‡•–”‘›ƒ‘…‡Ǧ•–”‘‰„—•‹‡••
”‡Žƒ–‹‘•Š‹’Ǥ

Packaging
Š‡’ƒ…ƒ‰‡–Šƒ–…‘–ƒ‹•ƒ’”‘†—…–ƒŽ•‘•‡”˜‡•ƒƒ”‡–‹‰’—”’‘•‡Ǥ
Š‡‘”‡‘„˜‹‘—•ƒ”‡–‹‰‡Ž‡‡–•‘ˆ’ƒ…ƒ‰‹‰‹…Ž—†‡…‘Ž‘”•ǡ

© 2016 APICS 1-157 Version 4.0, 2016 Edition

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Module 1: Supply Chain Design

‹ƒ‰‡•ǡƒ†™‘”†•Ȅ‡˜‡–Š‡–‡š–—”‡•‘ˆ–Š‡™”ƒ’’‹‰Ȅƒ”‡ƒ”‡–‹‰
†‡˜‹…‡•Ǥ

Š‡’ƒ…ƒ‰‡•Š‘—Ž†…‘ƒ†ƒ––‡–‹‘ƒ†”‡‹ˆ‘”…‡–Š‡ˆ‡ƒ–—”‡•ƒ†
„‡‡ˆ‹–•–Šƒ–•‡ŽŽ–Š‡’”‘†—…–ȋƒ”‡–”‡•‡ƒ”…Šƒ‰ƒ‹ȌǤ‘‡’ƒ…ƒ‰‡•
ƒ”‡‡†—…ƒ–‹‘ƒŽȄŽ‹‡–Š‡„‘š‡•…‘–ƒ‹‹‰‹…”‘™ƒ˜‡‡ƒŽ•‘–Š‡
‹•‹†‡ƒ†…‘‘‹‰‹•–”—…–‹‘•‘–Š‡‘—–•‹†‡Ǥ—ƒ‡”ƒ–‡ƒŽ…‘‡•‹
ƒ”‘—†…‘–ƒ‹‡”Ǥƒ”‡–‡”ǯ•‹•’‹”ƒ–‹‘Ȅ‘”ˆ‘…—•‰”‘—’•Ȅ‘†‘—„–
Žƒ›„‡Š‹†–Šƒ–†‡…‹•‹‘Ǥ

ƒ…ƒ‰‡•…ƒ„‡ˆ—…–‹‘ƒŽƒ•™‡ŽŽƒ•˜‹•—ƒŽŽ›ƒ’’‡ƒŽ‹‰Ǥ‘‡
‹…”‘™ƒ˜‡’‹œœƒ•…‘‡‹„‘š‡•™‹–Š‘‡”‡ˆŽ‡…–‹˜‡‹–‡”‹‘”•—”ˆƒ…‡ˆ‘”
…‘‘‹‰–Š‡’‹œœƒǤ‡™Ž‡––Ǧƒ…ƒ”†ǯ•Žƒ•‡”…ƒ”–”‹†‰‡•ƒ”‡’ƒ…ƒ‰‡†‹ƒ
„‘š–Šƒ–…ƒ„‡—•‡†–‘”‡–—”–Š‡•’‡–…ƒ”–”‹†‰‡ǡ–Š—••‘Ž˜‹‰–Š‡‡†
—•‡”ǯ•”‡˜‡”•‡Ž‘‰‹•–‹…•’”‘„Ž‡ƒ†’”‘–‡…–‹‰–Š‡‡˜‹”‘‡–Ǥƒ”‡–
”‡•‡ƒ”…ŠŽ‹‡Ž›†‡–‡”‹‡†–Šƒ–•—…Šƒ„‘š™‘—Ž†‹…”‡ƒ•‡–Š‡—„‡”
‘ˆ…ƒ”–”‹†‰‡•–Šƒ–™‡”‡”‡–—”‡†–‘–Š‡ǡ™Š‹…Š™‘—Ž†”‡†—…‡‡–…‘•–•
‡˜‡ƒˆ–‡”–Š‡ˆ”‡‡•Š‹’’‹‰‡š’‡•‡•™‡”‡‹…Ž—†‡†Ǥ

‡”˜‹…‡•ǡ–‘‘ǡƒ”‡Dz’ƒ…ƒ‰‡†dzˆ‘”•ƒŽ‡Ǥ”‡•‡–ƒ–‹‘‘ˆ‡ƒŽ•ǡ†‡•‹‰‘ˆ
Š‘•’‹–ƒŽ™ƒ‹–‹‰”‘‘•ǡƒ†–Š‡—‹ˆ‘”•™‘”„›ƒ›•‡”˜‹…‡
’‡”•‘‡ŽȄƒŽŽ–Š‡•‡ƒ––‡”•‘ˆ•–›Ž‡ƒ†ƒ’’‡ƒ”ƒ…‡•‡”˜‡ƒƒ”‡–‹‰
’—”’‘•‡Ǥ

Branding
”ƒ†‹‰‹˜‘Ž˜‡•ƒ’”‘†—…–ǯ•ƒ‡ǡŽ‘‰‘ǡƒ†‹ƒ‰‡Ǥ‘”‰ƒ‹œƒ–‹‘‘”
’”‘†—…–ǯ•„”ƒ†…ƒ„‡™‘”–Šƒ…‘•‹†‡”ƒ„Ž‡•—–‘ƒ”‡–ƒƒŽ›•–•Ǥ

‘‘‰Ž‡ƒ† ƒ…‡„‘‘ǯ•„”ƒ†•™‡”‡™‘”–Š„‹ŽŽ‹‘•ƒ––Š‡–‹‡‘ˆ–Š‹•
’”‹–‹‰ǤŠ‡™‘”–Š‘ˆ•—…Š„”ƒ†•‹•„ƒ•‡†’ƒ”–Ž›‘…—””‡–ƒ”‡–
•Šƒ”‡ƒ†–‘–ƒŽ—„‡”‘ˆ…—•–‘‡”•ǡƒ†’ƒ”–Ž›‘‹ƒ‰‡ǡ™Š‹…Š‹•ƒ
‹–ƒ‰‹„Ž‡“—ƒŽ‹–›–Šƒ–•—•—’ƒ„”ƒ†ǯ•ƒ™ƒ”‡‡••ǡ’‘’—Žƒ”‹–›ǡƒ†
”‡’—–ƒ–‹‘Ǥ•‹••ƒ‹†ƒ„‘—–”‡’—–ƒ–‹‘ǡ„”ƒ†‹ƒ‰‡‹••‘‡–Š‹‰–Šƒ–
–ƒ‡•›‡ƒ”•–‘„—‹Ž†—’„—–…‘—Ž†„‡†‡•–”‘›‡†‹ƒ‹•–ƒ–ǤŠ‡”‡ˆ‘”‡
‘”‰ƒ‹œƒ–‹‘•–ƒ‡‰”‡ƒ–’ƒ‹•–‘’”‘–‡…––Š‡‹”„”ƒ†‹ƒ‰‡Ǥ

ƒ”–‘ˆ‡†—…ƒ–‹‰…—•–‘‡”•ƒ„‘—–ƒ‡™’”‘†—…–‹•…Š‘‘•‹‰ƒƒ‡
ƒ†Ž‘‰‘–Šƒ–‡’Šƒ•‹œ‡•’”‘†—…–…Šƒ”ƒ…–‡”‹•–‹…•–Šƒ–™‹ŽŽƒ––”ƒ…–
–ƒ”‰‡–‡†•‡‰‡–•Ǥˆ–Š‡‹‹–‹ƒŽ”‡•‡ƒ”…Šƒ……—”ƒ–‡Ž›‡ƒ•—”‡•…—•–‘‡”
‡‡†•ƒ†ƒ––‹–—†‡•ǡƒ†‹ˆ–Š‡’”‘†—…–ǯ•†‡•‹‰•—……‡••ˆ—ŽŽ›
‹…‘”’‘”ƒ–‡•–Š‘•‡•‡ŽŽ‹‰’‘‹–•ǡ–Š‡–Š‡ƒ‡•Š‘—Ž†ˆ‘ŽŽ‘™•—‹–ǤŠ‡
’’Ž‡‘’—–‡”ƒ‡ƒ†Ž‘‰‘•—’’‘”–•–Š‡…‘’ƒ›ǯ••–”ƒ–‡‰›‘ˆ
’—––‹‰…‘’—–‡”•‹–‘…Žƒ••”‘‘•„›•—‰‰‡•–‹‰–Š‡ˆƒ‹Ž‹ƒ”
ƒ••‘…‹ƒ–‹‘‘ˆƒ’’Ž‡•ƒ†Ž‡ƒ”‹‰ȋDzƒƒ’’Ž‡ˆ‘”–Š‡–‡ƒ…Š‡”dzȌǤ

© 2016 APICS 1-158 Version 4.0, 2016 Edition

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 Section B: Design the Supply Chain

—–‘‘„‹Ž‡ƒ‡•‘ˆ–‡Š‹‰ŠŽ‹‰Š–…‘…‡’–•–Šƒ–ƒ’’‡ƒŽ–‘ƒ–ƒ”‰‡–
ƒ”‡–Ǥ‘†‰‡ƒ‡’Šƒ•‹œ‡•–‘—‰Š‡••ƒ†’‘™‡”Ǥ ƒ‰—ƒ”•—‰‰‡•–•
‰”ƒ…‡ǡ•’‡‡†ǡƒ†‡Ž‡‰ƒ…‡Ǥ‘†ƒ‹˜‹…‹…‘”’‘”ƒ–‡•ǡ‹‹–•ƒ‡ǡ–Š‡
•–”ƒ–‡‰›‘ˆ„—‹Ž†‹‰ƒ•‡•‹„Ž‡ǡ‡…‘‘‹…ƒŽ…‹–›…ƒ”Ǥ

‡™’”‘†—…–ǯ•ƒ‡ƒ†–Š‡Ž‘‰‘–Šƒ–”‡’”‡•‡–•‹–˜‹•—ƒŽŽ›…ƒ‡‹–Š‡”
Ž‹–Š‡’”‘†—…––‘ƒ‡š‹•–‹‰’”‘†—…–ˆƒ‹Ž›‘”•‡–‹–ƒ’ƒ”–ǤŠ‡ƒ‡
ƒ…‹–‘•Š‡’––Š‡ˆƒ‹Ž‹ƒ”ƒ••‘…‹ƒ–‹‘™‹–Š’’Ž‡„—–ƒŽ•‘•‹‰ƒŽ‡†–Š‡
ƒ†˜‡–‘ˆƒ‡™Ž‹‡‘ˆ’”‘†—…–•Ǥ‘‡–‹‡•ƒ‡™‘†‡Ž…ƒ„‡…”‡ƒ–‡†
ˆ”‘ƒ‡š‹•–‹‰‘†‡Ž•‹’Ž›„›ƒ…“—‹”‹‰ƒ†‹ˆˆ‡”‡–ƒ‡ǡƒ•™Š‡
Š”›•Ž‡””‡…Š”‹•–‡‡†–Š‡‹–•—„‹•Š‹…Ž‹’•‡ƒ•–Š‡Ž›‘—–Šƒ•‡”ƒ†
–Š‡ƒ‰Ž‡ƒŽ‘Ǥ

Š‹Ž‡ƒ”‡–”‡•‡ƒ”…Š‹•—•‡ˆ—Žˆ‘”ˆ‹‰—”‹‰‘—–™Šƒ––Š‡ƒ”‡–‡‡†•ǡ
–Š‡‡š–•—„Œ‡…–ǡˆ‹ƒ…‹ƒŽ‘†‡Ž‹‰ǡ‹•—•‡ˆ—Žˆ‘”ˆ‹‰—”‹‰‘—–™Šƒ––Š‡
‘”‰ƒ‹œƒ–‹‘…ƒ’”‘˜‹†‡–‘–Š‡ƒ”‡–ƒ–ƒ’”‘ˆ‹–Ǥ

Financial ‹ƒ…‹ƒŽ‘†‡Ž‹‰‹˜‘Ž˜‡•†‡–‡”‹‹‰–Š‡ˆ‹ƒ…‹ƒŽˆ‡ƒ•‹„‹Ž‹–›ƒ†
modeling ”‡–—”‘‹˜‡•–‡–‘ˆƒ’”‘†—…–Ǧ•‡”˜‹…‡•–”ƒ–‡‰›‘”•—’’Ž›…Šƒ‹
•–”ƒ–‡‰›Ǥ‡…ƒŽŽ–Šƒ–‡…–‹‘ǡŠƒ’–‡”ͶǡDz‘‘Ž•ƒ†‡…Š‹“—‡•ǡdz
‹–”‘†—…‡†‡–™‘”‘†‡Ž‹‰ƒ†‘’‡”ƒ–‹‘•”‡•‡ƒ”…Šƒ•™‡ŽŽƒ•
ƒ”‰‹ƒŽƒƒŽ›•‹•Ǥ’–‹‹œ‡†‡–™‘”‘†‡Ž••—’’Ž›…‘•–‡•–‹ƒ–‡•ˆ‘”
ˆ‹ƒ…‹ƒŽ‘†‡Ž‹‰Ǥ ‘”–Š‡„‡‡ˆ‹–•‹†‡‘ˆƒ…‘•–Ǧ„‡‡ˆ‹–ƒƒŽ›•‹•ǡ
ƒ”‡–”‡•‡ƒ”…Š’”‘˜‹†‡•‹ˆ‘”ƒ–‹‘‘’”‘Œ‡…–‡††‡ƒ†ˆ‘”–Š‡
’”‘†—…–•ƒ†•‡”˜‹…‡•–Šƒ–™‹ŽŽ„‡’”‘†—…‡†ƒ•™‡ŽŽƒ•–ƒ”‰‡–’”‹…‹‰Ǥ
Š‹•‹ˆ‘”ƒ–‹‘…ƒ–Š‡„‡—•‡†–‘‡•–‹ƒ–‡”‡˜‡—‡•ˆ‘”ˆ—–—”‡
’‡”‹‘†•Ǥ

‹…‡‹–‹•Œ—•––Š‡‹…”‡ƒ•‡‹…‘•–•ƒ†–Š‡‹…”‡ƒ•‡‹„‡‡ˆ‹–•–Šƒ–‹•
‹’‘”–ƒ––‘ƒ†‡…‹•‹‘–‘…”‡ƒ–‡ǡ…Šƒ‰‡ǡ‘”‹’”‘˜‡ƒ’”‘†—…–ƒ†Ȁ‘”
•—’’Ž›…Šƒ‹ǡˆ‹ƒ…‹ƒŽ‡š’‡”–•—•‡ƒ”‰‹ƒŽƒƒŽ›•‹•–‘•–—†›–Š‡
ƒ”‰‹ƒŽ…‘•–•ƒ†„‡‡ˆ‹–•‘ˆ–Š‡‘’–‹‘„‡‹‰…‘•‹†‡”‡†Ǥƒ”‰‹ƒŽ
…‘•–•‹…Ž—†‡…‘•–”—…–‹‰ǡŽ‡ƒ•‹‰ǡ‘”…‘–”ƒ…–‹‰‘—–ƒŽŽ‘ˆ–Š‡’ƒ”–•‘ˆ
–Š‡•—’’Ž›…Šƒ‹–Šƒ–‡‡†–‘„‡‹’”‘˜‡†ǡ”‡™‘”‡†‘”†‡˜‡Ž‘’‡†Ǥ
Š‡›™‹ŽŽ…‘’ƒ”‡–Š‡•‡–‘–Š‡ƒ”‰‹ƒŽ„‡‡ˆ‹–•”‡…‡‹˜‡†ˆ”‘‡™‘”
‹…”‡ƒ•‡††‡ƒ†ƒ†–Š‡”‡•—Ž–‹‰‹…”‡ƒ•‡•‹•ƒŽ‡•”‡˜‡—‡•Ǥ

‹ƒ…‹ƒŽ‘†‡Ž‹‰Šƒ•‘”‡—ƒ…‡–ŠƒŒ—•––ƒ‹‰–Š‡„‡‡ˆ‹–•ƒ†
†‹˜‹†‹‰–Š‡„›–Š‡…‘•–•ǡ–Š‘—‰Š–Š‹•‹•–Š‡„ƒ•‹…ˆ‘”—Žƒˆ‘””‡–—”
‘‹˜‡•–‡–ȋȌǤ‹…‡‘‡›–Šƒ–‹•„‘””‘™‡†”‡“—‹”‡•‹–‡”‡•–
’ƒ›‡–•ƒ†‘‡›–Šƒ–‹•‡ƒ”‡†‡ƒ”Ž‹‡”…ƒ„‡‹˜‡•–‡†–‘‡ƒ”
‹–‡”‡•–ǡˆ‹ƒ…‹ƒŽƒƒŽ›•–•ˆƒ…–‘”‹™Šƒ–‹•…ƒŽŽ‡†–Š‡–‹‡˜ƒŽ—‡‘ˆ
‘‡›–‘–Š‡ƒƒŽ›•‹•Ǥ”‹‡ˆŽ›•–ƒ–‡†ǡ‘‡›–‘„‡”‡…‡‹˜‡†‹–Š‡ˆ—–—”‡

© 2016 APICS 1-159 Version 4.0, 2016 Edition

All rights reserved Printed on 100% post-consumer waste recycled paper.
Module 1: Supply Chain Design

‹•†‹•…‘—–‡†–‘–Š‡˜ƒŽ—‡–Šƒ–‹–™‘—Ž†„‡™‘”–Š‹ˆ”‡…‡‹˜‡†–‘†ƒ›ƒ–
…—””‡–‹–‡”‡•–”ƒ–‡•ǡ…ƒŽŽ‡†–Š‡’”‡•‡–˜ƒŽ—‡ǤŠƒ–‹•ǡ‹ˆ›‘—™‹ŽŽ‰‡–
̈́ͳͲͲƒ›‡ƒ”ˆ”‘‘™ƒ†‹–‡”‡•–”ƒ–‡•ƒ”‡ͳͲ’‡”…‡–’‡”›‡ƒ”ǡ‹ˆ
•‘‡‘‡‰ƒ˜‡›‘—̈́ͻͲǤͻͳ‘™ǡ–Š‡’”‹…‹’Ž‡’Ž—•‹–‡”‡•–‹•
…ƒŽ…—Žƒ–‡†ƒ•̈́ͻͲǤͻͳšͳǤͳα̈́ͳͲͲǡ•‘‰‡––‹‰̈́ͻͲǤͻͳ‘™‹•–Š‡
•ƒ‡–Š‹‰–‘ƒˆ‹ƒ…‡ƒƒŽ›•–ƒ•‰‡––‹‰̈́ͳͲͲƒ›‡ƒ”ˆ”‘‘™ƒ–
–Šƒ–‹–‡”‡•–”ƒ–‡Ǥ

Š‹•…‘…‡’–‹•—•‡†‹ƒ—„‡”‘ˆˆ‹ƒ…‹ƒŽ‡–”‹…•Ǥ™‘‡–”‹…•–Šƒ–
‹ŽŽ—•–”ƒ–‡–Š‹•…‘…‡’–ƒ”‡‡–’”‡•‡–˜ƒŽ—‡ȋȌƒ††‹•…‘—–‡†
’ƒ›„ƒ…’‡”‹‘†Ǥ‹–Š‡–’”‡•‡–˜ƒŽ—‡ǡ‡ƒ…Š›‡ƒ”ǯ•ˆ—–—”‡…ƒ•Š‹ˆŽ‘™•
ƒ”‡†‹•…‘—–‡†„ƒ…–‘–Š‡‹”’”‡•‡–˜ƒŽ—‡•ƒ†–Š‡’”‡•‡–˜ƒŽ—‡‘ˆƒŽŽ
…ƒ•Š‘—–ˆŽ‘™•ƒ”‡ƒŽ•‘…ƒŽ…—Žƒ–‡†ǤŠ‡†‹ˆˆ‡”‡…‡„‡–™‡‡–Š‡•‡
ƒ‘—–•‹•ƒ‡ƒ•—”‡‘ˆ’”‘ˆ‹–‹–‘†ƒ›ǯ•‘‡›Ǥ›‡“—ƒŽ–‘‘”
‰”‡ƒ–‡”–Šƒœ‡”‘‹•ƒ’‘•‹–‹˜‡•‹‰ǡ„—–‘„˜‹‘—•Ž›–Š‡Š‹‰Š‡”‹–‹•–Š‡
„‡––‡”Ǥ‹•…‘—–‡†’ƒ›„ƒ…’‡”‹‘††‡–‡”‹‡•Š‘™Ž‘‰‹–™‹ŽŽ–ƒ‡–Š‡
”‡…‘—’–Š‡‹‹–‹ƒŽ‹˜‡•–‡–‘”„”‡ƒ‡˜‡Ǥ–ƒŽ•‘†‹•…‘—–•–Š‡ˆ—–—”‡
…ƒ•ŠˆŽ‘™•–‘’”‡•‡–˜ƒŽ—‡„‡ˆ‘”‡ƒ’’Ž›‹‰–Š‡Ǥˆ–Š‡•—’’Ž›…Šƒ‹
‹˜‡•–‡–™‹ŽŽ–ƒ‡͵›‡ƒ”•–‘„”‡ƒ‡˜‡–Š‹•™‘—Ž†„‡„‡––‡”‡™•–‘
ƒˆ‹ƒ…‡’”‘ˆ‡••‹‘ƒŽ–Šƒ͸›‡ƒ”•ǤŠ‹•™ƒ•ƒ‡›”‡ƒ•‘–Šƒ–ƒ”‰‡–
†‡…‹†‡†–‘…Ž‘•‡‹–•‘’‡”ƒ–‹‘•‹ƒƒ†ƒ‹ʹͲͳͷǤƒƒŽ›•‹•
†‡–‡”‹‡†–Šƒ–‹–™‘—Ž†‘–„‡…‘‡’”‘ˆ‹–ƒ„Ž‡—–‹ŽʹͲʹͳǡ•‘
ƒ’’ƒ”‡–Ž›–Š‹•͸›‡ƒ””‡ƒ‹‹‰’ƒ›„ƒ…’‡”‹‘†™ƒ•‘–ƒ……‡’–ƒ„Ž‡Ǥ
Šƒ–…‘•–‹–—–‡•ƒƒ……‡’–ƒ„Ž‡’ƒ›„ƒ…’‡”‹‘†ƒ›Šƒ˜‡–‘†‘™‹–Š
ƒŽ–‡”ƒ–‹˜‡‹˜‡•–‡–‘’’‘”–—‹–‹‡•ƒ†™‹–Š–Š‡’”‘†—…–„‡‹‰
‘ˆˆ‡”‡†Ǥ ‘”‡šƒ’Ž‡ǡ‹ˆƒ’”‘†—…–™‹ŽŽ„‡‘„•‘Ž‡–‡“—‹…Ž›ǡ‹–™‹ŽŽ‡‡†ƒ
ˆƒ•–’ƒ›„ƒ…’‡”‹‘†‘”–Š‡…ƒ’‹–ƒŽ‹˜‡•–‡–•™‹ŽŽ‡‡†ƒŽ–‡”ƒ–‡—•‡•
•—…Šƒ•ƒˆ‘ŽŽ‘™Ǧ‘‘†‡Ž–Šƒ–…ƒ„‡’”‘†—…‡†™‹–Š‹‹ƒŽˆ—”–Š‡”
‹˜‡•–‡–Ǥ

Š‡”‡ƒ”‡ƒŽƒ”‰‡—„‡”‘ˆ‘–Š‡”‡–”‹…•–Šƒ–ˆ‹ƒ…‹ƒŽƒƒŽ›•–•…ƒ
…‘’‹Ž‡ƒ†Š‡Ž’‹–‡”’”‡–Ǥ‡‘ˆ–Š‡•‡‹•‡…‘‘‹…˜ƒŽ—‡ƒ††‡†ǤŠ‡
APICS Dictionary, ͳͶ–Š‡†‹–‹‘ǡ †‡ˆ‹‡•economic value added (EVA)
ƒ•Dz‡ƒ•—”‡‘ˆ’”‘ˆ‹–…”‡ƒ–‡†‹‡š…‡••‘ˆ–Š‡”‡“—‹”‡†”‡–—”‘ˆƒ
…‘’ƒ›̵•‹˜‡•–‘”•Ǥ–‹•…ƒŽ…—Žƒ–‡†„›•—„–”ƒ…–‹‰–Š‡…‘•–‘ˆ…ƒ’‹–ƒŽ
‹˜‡•–‡†ˆ”‘–Š‡ƒˆ–‡”–ƒš‘’‡”ƒ–‹‰‹…‘‡Ǥdz‹•—•‡ˆ—Ž„‡…ƒ—•‡‹–
•’‡…‹ˆ‹…ƒŽŽ›ƒ……‘—–•ˆ‘”–Š‡…ƒ’‹–ƒŽ‹˜‡•–‡–…‘•–„‡ˆ‘”‡‹–…ƒŽ…—Žƒ–‡•
’”‘ˆ‹–Ǥ

Š‡”‡•—Ž–•‘ˆˆ‹ƒ…‹ƒŽ‘†‡Ž‹‰™‹ŽŽ‹†‹…ƒ–‡™Šƒ–Ž‡˜‡Ž‘ˆ…ƒ’‹–ƒŽ
‹˜‡•–‡–™‹ŽŽ„‡’‘••‹„Ž‡Ǥ‘™‹‰–Š‹•‹ˆ‘”ƒ–‹‘—’ˆ”‘–…ƒŠ‡Ž’
•—’’Ž›…Šƒ‹ƒƒ‰‡”•’”‘’‘•‡’”‘†—…–ǡ•‡”˜‹…‡ǡ‘”•—’’Ž›…Šƒ‹
†‡•‹‰•–Šƒ–ƒ”‡Ž‹‡Ž›–‘‡‡–„—•‹‡••”‡“—‹”‡‡–•ˆ‘”’”‘ˆ‹–ƒ„‹Ž‹–›Ǥ

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 Section B: Design the Supply Chain

Product life- Š‡product life cycle…ƒ„‡†‡ˆ‹‡†ƒ•Dz–Š‡•–ƒ‰‡•ƒ‡™’”‘†—…–‰‘‡•

cycle stages –Š”‘—‰Šˆ”‘„‡‰‹‹‰–‘‡†ǡ‹Ǥ‡Ǥǡ–Š‡•–ƒ‰‡•–Šƒ–ƒ’”‘†—…–’ƒ••‡•
–Š”‘—‰Šˆ”‘‹–”‘†—…–‹‘–Š”‘—‰Š‰”‘™–Šǡƒ–—”‹–›ǡƒ††‡…Ž‹‡Ǥdz
ȋ‡ˆ‡”–‘–Š‡ APICS Dictionary, ͳͶ–Š‡†‹–‹‘ǡ ˆ‘”‘”‡‹ˆ‘”ƒ–‹‘ǤȌ •
‹ŽŽ—•–”ƒ–‡†‹šŠ‹„‹–ͳǦʹͻǡ–Š‡–”ƒ†‹–‹‘ƒŽ’”‘†—…–Ž‹ˆ‡…›…Ž‡ˆ”‘ƒ
…Žƒ••‹…ƒ”‡–‹‰˜‹‡™‹…Ž—†‡•–Š‡ˆ‘ŽŽ‘™‹‰•–‡’•ǣ
i ‡˜‡Ž‘’‡–
i –”‘†—…–‹‘
i
”‘™–Š
i ƒ–—”‹–›
i ‡…Ž‹‡

Exhibit 1-29: Product Life Cycle

Development

Introduction

Maturity

Decline
Growth

Sales

Time


Š‡’—”’‘•‡‘ˆŽ‡ƒ”‹‰–Š‡†‹ˆˆ‡”‡…‡•„‡–™‡‡–Š‡•‡’Šƒ•‡•‹•–‘
‡ƒ„Ž‡’”‘†—…–Ž‹ˆ‡…›…Ž‡ƒƒ‰‡‡–ǤProduct life cycle management
‹•†‡ˆ‹‡†ƒ•Dz–Š‡’”‘…‡••‘ˆˆƒ…‹Ž‹–ƒ–‹‰–Š‡†‡˜‡Ž‘’‡–ǡ—•‡ǡƒ†
•—’’‘”–‘ˆ’”‘†—…–•–Šƒ–…—•–‘‡”•™ƒ–ƒ†‡‡†ǤŠ‡Ž’•
’”‘ˆ‡••‹‘ƒŽ•‡˜‹•‹‘–Š‡…”‡ƒ–‹‘ƒ†’”‡•‡”˜ƒ–‹‘‘ˆ’”‘†—…–
‹ˆ‘”ƒ–‹‘ǡ„‘–Š–‘–Š‡…—•–‘‡”ƒ†ƒŽ‘‰–Š‡”‡˜‡”•‡ǦŽ‘‰‹•–‹…•’‘”–‹‘
‘ˆ–Š‡•—’’Ž›…Šƒ‹dzȋAPICS Dictionary, ͳͶ–Š‡†‹–‹‘ȌǤ

Development ”‘†—…–ȋ‘”•‡”˜‹…‡Ȍ†‡˜‡Ž‘’‡–‹•–Š‡‹…—„ƒ–‹‘•–ƒ–‡‘ˆ–Š‡’”‘†—…–
Ž‹ˆ‡…›…Ž‡ǤŠ‡”‡ƒ”‡‘•ƒŽ‡•ƒ––Š‹•’‘‹–ǡƒ•–Š‡‘”‰ƒ‹œƒ–‹‘’”‡’ƒ”‡•–‘
‹–”‘†—…‡–Š‡’”‘†—…–Ǥ”ƒ†‹–‹‘ƒŽŽ›ǡ–Š‹•‹•–Š‡’‡”‹‘†™Š‡ƒ”‡–
”‡•‡ƒ”…Šǡ’”‘†—…–†‡•‹‰‘”•‡”˜‹…‡†‡ˆ‹‹–‹‘ǡ–‡•–‹‰ǡƒ†ˆ‹ƒŽ‹œƒ–‹‘
ƒ”‡ƒ……‘’Ž‹•Š‡†Ǥ

Introduction —”‹‰–Š‡‹–”‘†—…–‹‘•–ƒ‰‡ǡ•ƒŽ‡•‘ˆ–Š‡’”‘†—…–‘”•‡”˜‹…‡™‹ŽŽ„‡Ž‘™
—–‹Ž…—•–‘‡”•„‡…‘‡‹…”‡ƒ•‹‰Ž›ƒ™ƒ”‡‘ˆ–Š‡’”‘†—…–ƒ†‹–•

© 2016 APICS 1-161 Version 4.0, 2016 Edition

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Module 1: Supply Chain Design

„‡‡ˆ‹–•ǤŠ‡‘”‰ƒ‹œƒ–‹‘‹•Ž‹‡Ž›–‘Šƒ˜‡ƒ††‹–‹‘ƒŽ…‘•–•ƒ••‘…‹ƒ–‡†
™‹–Š‡•–ƒ„Ž‹•Š‹‰†‹•–”‹„—–‹‘‘ˆ–Š‡’”‘†—…–‘”•‡”˜‹…‡ǤŠ‡Š‹‰Š‡”…‘•–•
ƒ††‡†–‘–Š‡Ž‘™•ƒŽ‡•˜‘Ž—‡–›’‹…ƒŽŽ›ƒ‡–Š‹••–ƒ‰‡ƒ–‹‡‘ˆ
‡‰ƒ–‹˜‡’”‘ˆ‹–•Ǥ

Growth Š‡‰”‘™–Š•–ƒ‰‡‹•ƒ–‹‡‘ˆ”ƒ’‹†”‡˜‡—‡‰”‘™–ŠǤƒŽ‡•‹…”‡ƒ•‡ƒ•
‘”‡…—•–‘‡”•„‡…‘‡ƒ™ƒ”‡‘ˆ–Š‡’”‘†—…–ƒ†‹–•„‡‡ˆ‹–•Ǥ…‡–Š‡
’”‘†—…–Šƒ•’”‘˜‡•—……‡••ƒ†…—•–‘‡”•„‡‰‹•‡‡‹‰‹–ǡ•ƒŽ‡•™‹ŽŽ
…‘–‹—‡–‘‹…”‡ƒ•‡ƒ•”‡–ƒ‹Ž‡”•„‡…‘‡‹–‡”‡•–‡†‹‘ˆˆ‡”‹‰–Š‡
’”‘†—…–Ǥ‹•–”‹„—–‹‘ƒ›„‡‡š’ƒ†‡†ƒ––Š‹•’‘‹–Ǥ—”‹‰–Š‹••–ƒ‰‡ǡ
…‘’‡–‹–‘”•ƒ›‡–‡”–Š‡ƒ”‡–ǤŠ‡‘”‰ƒ‹œƒ–‹‘ǯ•’”‘‘–‹‘ƒŽ…‘•–•
ƒ›‹…”‡ƒ•‡‹‘”†‡”–‘•—•–ƒ‹ƒ”‡–•Šƒ”‡Ǥ

•–Š‡„ƒ•‡‘ˆ…—•–‘‡”•ƒ††‹•–”‹„—–‘”•‰”‘™•ǡ„—•‹‡••‡•—•–
…‘‹–‹…”‡ƒ•‡†”‡•‘—”…‡•–‘„‘–Š•ƒ–‹•ˆ›‹‰–Š‡ƒ”‡–ǯ•‡‡†•ƒ†
‰ƒ–Š‡”‹‰ƒ†ƒƒŽ›œ‹‰†ƒ–ƒ‹ƒ‘‰‘‹‰ƒ‡”Ǥ”‘†—…–‹‘ƒ†
‹˜‡–‘”›Ž‡˜‡Ž•—•–„‡ƒƒ‰‡†–‘ƒ˜‘‹†•–‘…‘—–•‘”†‡Žƒ›•–Šƒ–
…‘—Ž†Ž‡ƒ†–‘…—•–‘‡”••™‹–…Š‹‰„”ƒ†•Ǥƒ‡Ǧ–‘Ǧ•–‘…•–”ƒ–‡‰›ƒ›
™‘”™‡ŽŽˆ‘”ƒ›’”‘†—…–•‹–Š‡‰”‘™–Š•–ƒ‰‡Ǥ

Maturity Š‡ƒ–—”‹–›•–ƒ‰‡‹•–Š‡‘•–’”‘ˆ‹–ƒ„Ž‡ǤŠ‹Ž‡•ƒŽ‡•…‘–‹—‡–‘
‹…”‡ƒ•‡ǡ–Š‡›†‘•‘ƒ–ƒ•Ž‘™‡””ƒ–‡Ǥ‘’‡–‹–‹‘™‹ŽŽ”‡•—Ž–‹†‡…”‡ƒ•‡†
ƒ”‡–•Šƒ”‡ƒ†Ȁ‘”’”‹…‡•ǤŠ‡…‘’‡–‹‰’”‘†—…–•ƒ›„‡˜‡”›
•‹‹Žƒ”ƒ––Š‹•’‘‹–ǡƒ‹‰‹–†‹ˆˆ‹…—Ž––‘†‹ˆˆ‡”‡–‹ƒ–‡–Š‡’”‘†—…–ˆ”‘
–Šƒ–‘ˆ–Š‡…‘’‡–‹–‹‘Ǥ

Decline ˜‡–—ƒŽŽ›•ƒŽ‡•„‡‰‹–‘†‡…Ž‹‡ƒ•–Š‡ƒ”‡–„‡…‘‡••ƒ–—”ƒ–‡†ǡ–Š‡
’”‘†—…–„‡…‘‡•–‡…Š‘Ž‘‰‹…ƒŽŽ›‘—–†ƒ–‡†ǡ‘”…—•–‘‡”•ǯ–ƒ•–‡•…Šƒ‰‡Ǥ
ˆ–Š‡’”‘†—…–Šƒ•†‡˜‡Ž‘’‡†„”ƒ†Ž‘›ƒŽ–›ǡ’”‘ˆ‹–ƒ„‹Ž‹–›ƒ›„‡
ƒ‹–ƒ‹‡†Ž‘‰‡”ǡ„—–™‹–Š–Š‡†‡…Ž‹‹‰’”‘†—…–‹‘˜‘Ž—‡•ƒ†
‹…”‡ƒ•‡†—‹–…‘•–•ǡ‡˜‡–—ƒŽŽ›‘‘”‡’”‘ˆ‹–™‹ŽŽ„‡ƒ†‡Ǥ
”‰ƒ‹œƒ–‹‘•™Š‘—•‡†ƒƒ‡Ǧ–‘Ǧ•–‘…•–”ƒ–‡‰›ƒ›‡‡†–‘–”ƒ•‹–‹‘
–‘ƒƒ‡Ǧ–‘Ǧ‘”†‡”•–”ƒ–‡‰›–‘’”‘Ž‘‰’”‘ˆ‹–ƒ„‹Ž‹–›ƒ•Ž‘‰ƒ•’‘••‹„Ž‡Ǥ
†‡ƒŽŽ›ǡ‡™’”‘†—…–•Šƒ˜‡„‡‡†‡˜‡Ž‘’‡†ƒ†–Š‡…›…Ž‡™‹ŽŽ…‘–‹—‡Ǥ

Topic 2: Reverse and Specialized Supply Chains
Reverse supply Šƒ–Šƒ’’‡•™Š‡›‘—–Š”‘™–Š‡•—’’Ž›…Šƒ‹‹–‘”‡˜‡”•‡ǫ‘—
chain Šƒ˜‡reverse logistics,†‡ˆ‹‡†‹–Š‡ APICS Dictionary, ͳͶ–Š‡†‹–‹‘ǡ
ƒ•Dzƒ…‘’Ž‡–‡•—’’Ž›…Šƒ‹†‡†‹…ƒ–‡†–‘–Š‡”‡˜‡”•‡ˆŽ‘™‘ˆ’”‘†—…–•
ƒ†ƒ–‡”‹ƒŽ•ˆ‘”–Š‡’—”’‘•‡‘ˆ”‡–—”•ǡ”‡’ƒ‹”ǡ”‡ƒ—ˆƒ…–—”‡ǡ
ƒ†Ȁ‘””‡…›…Ž‹‰ǤdzŠ‡Dictionary†‡ˆ‹‡•–Š‡reverse supply chainƒ•
Dz‘˜‹‰‹–‡•ˆ”‘–Š‡…‘•—‡”„ƒ…–‘–Š‡’”‘†—…‡”ˆ‘””‡’ƒ‹”‘”

© 2016 APICS 1-162 Version 4.0, 2016 Edition

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 Section B: Design the Supply Chain

†‹•’‘•ƒŽǤdz Š‡”‡˜‡”•‡•—’’Ž›…Šƒ‹‹•ƒŽ•‘•‹’Ž›”‡ˆ‡””‡†–‘ƒ•
’”‘†—…–”‡–—”•Ǥ 

Šƒ–‡˜‡”‘‡…ƒŽŽ•‹–ǡ–Š‡”‡˜‡”•‡•—’’Ž›…Šƒ‹‹•ƒ…‘’Ž‡–‡…Šƒ‹ǡƒ
‹””‘”‹ƒ‰‡‘ˆ–Š‡ˆ‘”™ƒ”†…Šƒ‹–Šƒ–…ƒ””‹‡†–Š‡’”‘†—…––‘–Š‡
…—•–‘‡”‹–Š‡ˆ‹”•–’Žƒ…‡Ǥ••—…Šǡ‹–‰‹˜‡•”‹•‡–‘‹””‘”‹ƒ‰‡•‘ˆ
‘’‡”ƒ–‹‘•‹–Š‡ˆ‘”™ƒ”†…Šƒ‹Ȅ…—•–‘‡”•‡”˜‹…‡ȋƒ”‡–‹‰‹
”‡˜‡”•‡Ȍǡ™ƒ”‡Š‘—•‹‰ƒ†–”ƒ•’‘”–ƒ–‹‘‰‘‹‰‹–Š‡‘’’‘•‹–‡
†‹”‡…–‹‘ǡ—’ƒ…ƒ‰‹‰ǡ†‹•ƒ••‡„Ž›ǡ”‡ƒ—ˆƒ…–—”‹‰‘””‡…›…Ž‹‰ȋƒ
”‡–—”–‘”ƒ™ƒ–‡”‹ƒŽȌǤŠ‡’”‘†—…–•‹–Š‡”‡˜‡”•‡…Šƒ‹™‘ǯ–
‡…‡••ƒ”‹Ž›‘˜‡–Š”‘—‰Š–Š‡•ƒ‡‘†‡•ƒ•’”‘†—…–•‹–Š‡ˆ‘”™ƒ”†
…Šƒ‹„‡…ƒ—•‡ˆ‡™‡”ǡƒ††‹ˆˆ‡”‡–ǡ™ƒ”‡Š‘—•‡•ǡƒ›„‡”‡“—‹”‡†Ǥ

šŠ‹„‹–ͳǦ͵Ͳ•Š‘™•–Š‡†‹”‡…–‹‘‘ˆƒ–‡”‹ƒŽƒ†…ƒ•ŠˆŽ‘™•‹–Š‡
”‡˜‡”•‡•—’’Ž›…Šƒ‹ƒ†Ž‹•–••‘‡”‡˜‡”•‡Ž‘‰‹•–‹…•ƒ…–‹˜‹–‹‡•Ǥ

Exhibit 1-30: Reverse Logistics

Cash flow Supply Chain Material flow

1 2 3 4 5 6

Raw material
Manufacturer Distributor Wholesaler Retailer End user
supplier

Component returns Product returns

Product returns
Product returns
Information flows

Reverse Logistics
The return of material for the purpose of product returns, repair, remanufacture, recycling

•ƒ”‡Žƒ–‹˜‡Ž›‡™…‘…‡”ǡ”‡˜‡”•‡Ž‘‰‹•–‹…•†‘‡•‘–›‡–Šƒ˜‡–Š‡•ƒ‡
Ž‡˜‡Ž‘ˆ•—’’‘”–„›•–”ƒ–‡‰‹•–•ƒ†•‘ˆ–™ƒ”‡‡‰‹‡‡”•ƒ•ˆ‘”™ƒ”†
Ž‘‰‹•–‹…•ǡ„—–‹–‹•ǯ–ƒ•ƒŽŽ’Š‡‘‡‘Ǥ•‘‡‘Ž‹‡„—•‹‡••‡•ǡ
”‡–—”•…ƒ„‡ƒ•Š‹‰Šƒ•ͷͲ’‡”…‡–Ǣ‹ƒ††‹–‹‘ǡ”‡–—”•…ƒ‹…Ž—†‡
…‘–ƒ‹‡”•ǡ‡–…Ǥǡƒ•™‡ŽŽƒ•’”‘†—…–•Ǥ–‘‡–‹‡ǡ•–±‡ƒ—†‡”™ƒ•
†—’‹‰ƒ„‘—–̈́͸Ͳ‹ŽŽ‹‘™‘”–Š‘ˆ‹–•’”‘†—…–•‹–‘Žƒ†ˆ‹ŽŽ•‡˜‡”›
›‡ƒ”Ȅ‘”‡–Šƒ‘‡Ǧ–Š‹”†‘ˆ–Š‡ƒ‡Ǧ„”ƒ†…‘•‡–‹…•”‡–—”‡†„›
”‡–ƒ‹Ž‡”•Ǥ‘‡‡•–‹ƒ–‡•’—––Š‡–‘–ƒŽ•’‡–‘”‡˜‡”•‡Ž‘‰‹•–‹…•‹–Š‡
‹–‡†–ƒ–‡•ƒ•Š‹‰Šƒ•̈́͵ͷ„‹ŽŽ‹‘Ǥ–”ƒ–‡‰‹…•‘Ž—–‹‘•ƒ”‡‘–Š‡™ƒ›ǡ
–Š‘—‰ŠǤ


© 2016 APICS 1-163 Version 4.0, 2016 Edition

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Module 1: Supply Chain Design

Š‡”‡‹•ƒ‡–‹”‡•‡…–‹‘†‡˜‘–‡†–‘”‡˜‡”•‡•—’’Ž›…Šƒ‹•ǣ‘†—Ž‡ʹǡ
‡…–‹‘ǡDzƒƒ‰‡‡˜‡”•‡‘‰‹•–‹…•Ǥdz

Specialized ’‡…‹ƒŽ‹œ‡†•—’’Ž›…Šƒ‹•‹…Ž—†‡–Š‘•‡ˆ‘”Š—ƒ‹–ƒ”‹ƒƒ††‹•ƒ•–‡”
supply chains ”‡Ž‹‡ˆǡ‘’”‘ˆ‹–•ǡ•‡”˜‹…‡‹†—•–”‹‡•ȋ‡Ǥ‰ǤǡŠ‘•’‹–ƒŽ•Ȍǡƒ†”‡–ƒ‹Ž‡”•Ǥ–Š‡”
…ƒ–‡‰‘”‹‡•–Šƒ–‹‰Š–„‡…‘•‹†‡”‡†•’‡…‹ƒŽ‹œ‡†•—’’Ž›…Šƒ‹•‹…Ž—†‡
‹†—•–”›Ǧ•’‡…‹ˆ‹…•—’’Ž›…Šƒ‹•ǡ˜‹”–—ƒŽ‘”‡Ǧ„—•‹‡•••—’’Ž›…Šƒ‹•ǡ‘”ƒ
•ƒŽŽǦ‘”‡†‹—Ǧ•‹œ‡…‘’ƒ›ǯ••—’’Ž›…Šƒ‹Ǥƒ‹–‡ƒ…‡ǡ”‡’ƒ‹”ǡƒ†
‘’‡”ƒ–‹‰•—’’Ž‹‡•ȋȌȋ†‹•…—••‡†‹‘†—Ž‡ʹǡ‡…–‹‘ǡŠƒ’–‡”͵ǡ
Dz˜‡–‘”›ƒƒ‰‡‡–dzȌ‹‰Š–ƒŽ•‘„‡…‘•‹†‡”‡†ƒ‡šƒ’Ž‡‘ˆƒ
•’‡…‹ƒŽ‹œ‡†•—’’Ž›…Šƒ‹ǡ„—–‹–Šƒ•„‡…‘‡—…Š‘”‡ƒ‹•–”‡ƒ‘™Ǥ

ˆ›‘—”‘”‰ƒ‹œƒ–‹‘‹•”—‹‰‘‡‘ˆ–Š‡•‡–›’‡•‘ˆ•—’’Ž›…Šƒ‹•ǡ
Ž‡ƒ”‹‰Š‘™‹–†‹ˆˆ‡”•ˆ”‘–Š‡Žƒ”‰‡†‡•‹‰Ǧƒ†ƒ—ˆƒ…–—”‹‰Ǧ
‘”‹‡–‡†•—’’Ž›…Šƒ‹•†‡•…”‹„‡†‡Ž•‡™Š‡”‡‹–Š‡•‡ƒ–‡”‹ƒŽ•‹•…”‹–‹…ƒŽǤ
‘™‡˜‡”ǡ‡˜‡‹ˆƒ•—’’Ž›…Šƒ‹ƒƒ‰‡”†‘‡•ǯ–‘’‡”ƒ–‡ƒ•’‡…‹ƒŽ‹œ‡†
•—’’Ž›…Šƒ‹ǡ•–—†›‹‰–Š‡…ƒŠ‡Ž’›‘—Ž‡ƒ”ˆ”‘–Š‡‹”‡š’‡”‹‡…‡•Ǥ
‡”‡ƒ”‡•‘‡‡šƒ’Ž‡•ǣ

i Š—ƒ‹–ƒ”‹ƒƒ††‹•ƒ•–‡””‡Ž‹‡ˆ•—’’Ž›…Šƒ‹Šƒ•–‘„‡†‡˜‡Ž‘’‡†
“—‹…Ž››‡–„‡”‡•‹Ž‹‡–ƒ‰ƒ‹•––Š‡ˆ–ǡ‹•ƒ’’”‘’”‹ƒ–‹‘ǡƒ†
–”ƒ•’‘”–ƒ–‹‘‘†‡†‹•”—’–‹‘•Ǥ‹…‡‘”‰ƒ‹œƒ–‹‘•–Šƒ–’”‘˜‹†‡
Š—ƒ‹–ƒ”‹ƒƒ‹†ƒ††‹•ƒ•–‡””‡Ž‹‡ˆƒ”‡…‘–‹—ƒŽŽ›‘’‡”ƒ–‹‰‹ƒ
‡˜‹”‘‡–ˆ‹ŽŽ‡†™‹–Š—…‡”–ƒ‹–›ǡ–Š‡›Ž‡ƒ”–‘ƒš‹‹œ‡
”‡•’‘•‹˜‡‡••ǤŠ‡›„‡…‘‡ƒ‰‹Ž‡‹‘’‡”ƒ–‹‰ƒ•—’’Ž›…Šƒ‹
™Š‡”‡•—’’Ž›ƒ††‡ƒ†ƒ”‡”‘—–‹‡Ž›—„ƒŽƒ…‡†ǡ™Š‡”‡†‡ƒ†
…ƒ•’‹‡“—‹…Ž›ǡƒ†™Š‡”‡”‘ƒ†•ǡ‡Ž‡…–”‹…‹–›ǡ‘”–Š‡ˆ—ŽŽ”—Ž‡‘ˆŽƒ™
ƒ›„‡…‘’”‘‹•‡†Ǥ‡™ƒ›–Šƒ––Š‡›•–ƒ›ƒ‰‹Ž‡‹•„›†‡˜‡Ž‘’‹‰
‘‰‘‹‰”‡Žƒ–‹‘•Š‹’•™‹–Š’‡”•‘•‹–Š‡…‘—‹–›–Šƒ––Š‡›…ƒ
–”—•–Ǥ ‘”‡šƒ’Ž‡ǡ–Š‡…Šƒ”‹–› ‡‡†›–ƒ”˜‹‰Š‹Ž†”‡†‹•–”‹„—–‡•
ˆ‘‘†–‘…Š‹Ž†”‡‹’‘‘””‡‰‹‘•ƒ•™‡ŽŽƒ•–‘”‡‰‹‘•”‡…‘˜‡”‹‰ˆ”‘
ƒ–—”ƒŽ†‹•ƒ•–‡”•Ǥ–†‡˜‡Ž‘’•’‡”•‘ƒŽ”‡Žƒ–‹‘•Š‹’•™‹–ŠŽ‘…ƒŽ
…Šƒ”‹–‹‡•™Š‘Šƒ†Ž‡–Š‡ˆ‹ƒŽ†‹•–”‹„—–‹‘‘ˆˆ‘‘†–‘–Š‘•‡’‡‘’Ž‡
™Š‘‡‡†‹–‘•–Ǥ

i ‘”Š‘•’‹–ƒŽ•—’’Ž›…Šƒ‹•ǡ…‘•–…—––‹‰”—Ž‡†–Š‡†ƒ›ƒˆ–‡”–Š‡ʹͲͲͺ
”‡…‡••‹‘ǡ„—–˜‹•‹„‹Ž‹–›ƒ†“—ƒŽ‹–›ƒ”‡‹…”‡ƒ•‹‰‹‡’Šƒ•‹•Ǥ
—’’Ž›…Šƒ‹…‘•–•ƒ”‡ƒ•‹‰‹ˆ‹…ƒ–‡š’‡•‡ˆ‘”Š‘•’‹–ƒŽ•Ǥ‘ƒƒ‰‡
–Š‡•‡…‘•–•ǡŠ‘•’‹–ƒŽ•ƒ”‡ƒ—–‘ƒ–‹‰‘–‘Ž›‘”†‡”‹‰„—–ƒŽ•‘
˜ƒŽ‹†ƒ–‹‰–Šƒ–ƒ…–—ƒŽ’”‹…‡•ƒ–…Š…‘–”ƒ…–’”‹…‡•ǤŠ‡›ƒ”‡
‹˜‡•–‹‰‹‡‡’‹‰†ƒ–ƒ„ƒ•‡•…Ž‡ƒƒ†—’–‘†ƒ–‡ǤŠ‡›—•‡—‹“—‡
†‡˜‹…‡‹†‡–‹ˆ‹‡”•ȋȌȋ”‡“—‹”‡†‹–Š‡ǤǤ•‹…‡ʹͲͳͶȌ–‘‹’”‘˜‡
–”ƒ…‹‰ƒ†„‹ŽŽ‹‰ƒ……—”ƒ…›Ǥ ”‘ƒ“—ƒŽ‹–›’‡”•’‡…–‹˜‡ǡ
ƒ†‹‹•–”ƒ–‘”•ƒ”‡Ž‘‘‹‰ƒ–„‡•–‘—–…‘‡•‘˜‡”Ž‘™‡•–…‘•–ˆ‘”ƒ

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 Section B: Design the Supply Chain

†‡˜‹…‡ǡ™Š‹…Š‘ˆ–‡•Š‘”–‡•Š‘•’‹–ƒŽ•–ƒ›•ƒ†–Š—•”‡†—…‡•–‘–ƒŽ
…‘•–•Ǥ

i ‘†ƒ›ǯ•”‡–ƒ‹Ž‡”•ƒ”‡—†‡”–”‡‡†‘—•’”‡••—”‡–‘”‡†‡•‹‰–Š‡‹”
•—’’Ž›…Šƒ‹•–‘…‘’‡–‡ƒ‰ƒ‹•–‘Ž‹‡”‡–ƒ‹Ž‡”•Ž‹‡ƒœ‘ǡ™Š‘‹•
’—––‹‰Š—‰‡…‘•–’”‡••—”‡‘”‡–ƒ‹Ž‡”•™‹–Š‹–•™‘”Ž†Ǧ…Žƒ•••—’’Ž›
…Šƒ‹Ǥ ‘”‡šƒ’Ž‡ǡƒœ‘Šƒ••‘ƒ›†‹•–”‹„—–‹‘…‡–‡”•–Šƒ–
‘•–‘”†‡”•ƒ”‡•Š‹’’‡†™‹–Š‹Œ—•–‘‡•Š‹’’‹‰œ‘‡Ǥ‘•–
—Ž–‹…Šƒ‡Ž”‡–ƒ‹Ž‡”•‘ˆ–‡Šƒ˜‡–‘•Š‹’–Š”‘—‰Š‘”‡œ‘‡•ƒ–ƒ
Š‹‰Š‡”…‘•–Ǥ ”‘ƒ‹„‘—†ˆ”‡‹‰Š–’‡”•’‡…–‹˜‡ǡƒœ‘’‹…•—’
‘•–•—’’Ž‹‡”‹–‡•‹–•‡Žˆ—•‹‰‹–•‘™–”ƒ•’‘”–ƒ–‹‘‡–™‘”ǡ
™Š‹Ž‡‘•–—Ž–‹…Šƒ‡Ž”‡–ƒ‹Ž‡”•’‹…—’Ž‡••–ŠƒŠƒŽˆ‘ˆ‹–‡•
–Š‡•‡Ž˜‡•Ǥ ”‘ƒ‹˜‡–‘”›’‡”•’‡…–‹˜‡ǡƒœ‘ǯ•†‹•–”‹„—–‹‘
…‡–‡”•ȋ•Ȍ‡‡’–Š‡–‘’Ǧ•‡ŽŽ‹‰‹–‡•‹‡˜‡”›ƒ†—‡˜‡Ž›
†‹•–”‹„—–‡–Š‡”‡•––‘”‡†—…‡‹˜‡–‘”›Š‘Ž†‹‰’‡”‹‘†•Ǣ–Š‹•’Ž—•
‹–‡‰”ƒ–‡†–”ƒ…ƒ†–”ƒ…‡•‹‰‹ˆ‹…ƒ–Ž›”‡†—…‡•‹˜‡–‘”›Š‘Ž†‹‰
…‘•–•Ǥ‘•–—Ž–‹…Šƒ‡Ž”‡–ƒ‹Ž‡”•Šƒ˜‡•†‡•‹‰‡†ˆ‘”…”‘••Ǧ
†‘…‹‰ǡ™Š‹…Š™‘”•™‡ŽŽˆ‘””‡–ƒ‹Ž‡ˆˆ‹…‹‡…›„—–‘–ˆ‘”‘Ž‹‡
‘”†‡”ˆ—Žˆ‹ŽŽ‡–Ǥ

Š‡”‡†‡•‹‰‹‰–Š‡”‡–ƒ‹Ž‘”‰ƒ‹œƒ–‹‘ǯ••—’’Ž›…Šƒ‹•–”ƒ–‡‰›ǡ
”‡–ƒ‹Ž‡”•‡‡†–‘–Š‹„‹‰ƒ†‘–‘Ž›…Ž‘•‡–Š‡‰ƒ’•–Šƒ–‡‡’–Š‡‹”
•—’’Ž›…Šƒ‹•ˆ”‘„‡‹‰Ž‡••‡ˆˆ‹…‹‡––Šƒƒ‘Ž‹‡Ǧ‘Ž›”‡–ƒ‹Ž‡”
„—–ƒŽ•‘„‡…‘‡ƒ‡ˆˆ‡…–‹˜‡—Ž–‹…Šƒ‡Ž‘’–‹‘–Šƒ–‹•“—‹…Ž›
”‡•’‘•‹˜‡–‘–Š‡…Šƒ‰‹‰ƒ”‡–’Žƒ…‡Ǥ ‘”‡šƒ’Ž‡ǡƒ”‡–ƒ‹Ž‡”…ƒ
—•‡‘Ž‹‡•ƒŽ‡•–‘–‡•–‡™’”‘†—…–•ƒ†‘˜‡‘Ž›–‘’•‡ŽŽ‡”•–‘
”‡–ƒ‹Ž•’ƒ…‡•Ǥƒ‘–Š‡”‡šƒ’Ž‡ǡ•‘‡”‡–ƒ‹Ž‡”•ƒ”‡—•‹‰–Š‡‹”
•–‘”‡•ƒ•†‹•–”‹„—–‹‘…‡–‡”•ƒ†ƒ”‡—•‹‰•–‘”‡‹˜‡–‘”›–‘ˆ—Žˆ‹ŽŽ
‘Ž‹‡‘”†‡”•Ǥ

Topic 3: Collaboration with Supply Chain Partners
•–‹‡ƒ‹Š‹Žƒ–‡•†‹•–ƒ…‡ǡ…‘ŽŽƒ„‘”ƒ–‹‘•ƒ‘‰’ƒ”–‹…‹’ƒ–•‹
•—’’Ž›…Šƒ‹•—†”‡ƒ‡†‘ˆƒ†‡…ƒ†‡‘”–™‘‹–Š‡’ƒ•–Šƒ˜‡„‡…‘‡
‡••‡–‹ƒŽ•—’’Ž›…Šƒ‹•–”ƒ–‡‰‹‡•ˆ‘”–Š‡’”‡•‡–ƒ†ˆ—–—”‡•—……‡••‘ˆ–Š‡
‘”‰ƒ‹œƒ–‹‘•‹˜‘Ž˜‡†ǤŠ‡•‡’ƒ”–‡”•Š‹’•ƒ”‡„‡‹‰ˆ‘”‰‡†„‘–Šƒ…”‘••
–Š‘—•ƒ†•‘ˆ‹Ž‡•ƒ†™‹–ŠŽ‘…ƒŽ•—’’Ž‹‡”•ǡ…”‡ƒ–‹‰˜‹”–—ƒŽ
‘”‰ƒ‹œƒ–‹‘•–Šƒ–‡š–‡†„‡›‘†–Š‡’Š›•‹…ƒŽ„‘—†ƒ”‹‡•‘ˆƒ…‘’ƒ›Ǥ
–Š‡•‡˜‹”–—ƒŽ…‘”’‘”ƒ–‹‘•ƒ†–Š‡˜‹”–—ƒŽ‡–™‘”•ǡ™‡…ƒȄƒ†
–Š‡”‡ˆ‘”‡™‡—•–Ȅ•Šƒ”‡‹†‡ƒ•ƒ††ƒ–ƒ–‘„‡…‘’‡–‹–‹˜‡Ǥ

Šƒ–†‘–Š‡•‡•–”ƒ–‡‰‹…’ƒ”–‡”•Š‹’•Ž‘‘Ž‹‡‹ƒ…–‹‘ǫ—’’Ž‹‡”•ǡ
ƒ—ˆƒ…–—”‡”•ǡƒ†…—•–‘‡”•ƒŽŽ…‘‡–‘‰‡–Š‡”‘†‡•‹‰–‡ƒ•–‘

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Module 1: Supply Chain Design

…”‡ƒ–‡’”‘†—…–•–Šƒ–™‹ŽŽ‘–‘Ž›•ƒ–‹•ˆ›…—•–‘‡”†‡ƒ†„—–™‹ŽŽ„‡
‡ˆˆ‹…‹‡––‘’”‘†—…‡ǡƒ••‡„Ž‡ǡ–”ƒ•’‘”–ǡƒ†•–‘”‡ǤŽƒ‡”•‰ƒ–Š‡”
ˆ”‘ƒŽŽˆ—…–‹‘ƒŽƒ”‡ƒ•ƒ†Ȅ„›™ƒ›‘ˆ•‘ˆ–™ƒ”‡Ȅˆ”‘—Ž–‹’Ž‡
•—’’Ž›…Šƒ‹’ƒ”–‡”•–‘†‹•…—••ƒ–‹…‹’ƒ–‡††‡ƒ†ǡ†‡ƒ†’Žƒ‹‰ǡ
ƒ†ƒ’’”‘’”‹ƒ–‡ˆ‘”‡…ƒ•–‹‰‡–Š‘†•ǤǮ’‡”ƒ–‹‘•ǯ’Žƒ•ƒ†ƒƒ‰‡•
ƒ—ˆƒ…–—”‹‰’”‹‘”‹–‹‡•ǡ…ƒ’ƒ…‹–›ǡƒ†‹˜‡–‘”›ǤǮ‘‰‹•–‹…•ǯ†‡–‡”‹‡•
–Š‡‘•–‡ˆˆ‡…–‹˜‡™ƒ”‡Š‘—•‹‰ƒ†–Š‡ƒ’’”‘’”‹ƒ–‡‡ƒ•‘ˆ
–”ƒ•’‘”–ƒ–‹‘–‘‘’–‹‹œ‡…—•–‘‡”•ƒ–‹•ˆƒ…–‹‘ƒ†’”‘ˆ‹–•Ǥ

Requirements for —–Š‘™†‘‡•ƒ„—•‹‡•••‡Ž‡…–‹–••–”ƒ–‡‰‹…’ƒ”–‡”•ǫ ‘”†ƒ‡™‹•ǡ

success ƒ—–Š‘”‘ˆPartnerships for Profit,Šƒ•†‡˜‡Ž‘’‡†ƒ…‘’”‡Š‡•‹˜‡
ˆ”ƒ‡™‘”‘ˆ…”‹–‡”‹ƒˆ‘”‡˜ƒŽ—ƒ–‹‰’‘–‡–‹ƒŽ’ƒ”–‡”•ˆ‘”•–”ƒ–‡‰‹…
ƒŽŽ‹ƒ…‡•Ǥ‡˜‡ˆƒ…–‘”•‡‡†–‘„‡…ƒ”‡ˆ—ŽŽ›”‡•‡ƒ”…Š‡†ƒ†…‘•‹†‡”‡†
™Š‡ˆ‘”‹‰ƒ•—’’Ž›…Šƒ‹•–”ƒ–‡‰›Ǥ

i Add value.ƒƒ…‘’ƒ›ƒ††˜ƒŽ—‡–‘›‘—”…‘’ƒ›ǯ•‡š‹•–‹‰
’”‘†—…–•ǫ‘‡•–Š‡’‘–‡–‹ƒŽ’ƒ”–‡”…”‡ƒ–‡’”‘†—…–•–Šƒ–ƒ”‡
…‘’Ž‡‡–ƒ”›–‘–Š‘•‡‘ˆ›‘—”‘”‰ƒ‹œƒ–‹‘ǫ ‘”‡šƒ’Ž‡ǡ‹„‡”–›
—–—ƒŽ•‡ŽŽ•ƒ—–‘‹•—”ƒ…‡„—–ƒ–Š‹”†Ǧ’ƒ”–›ƒ—–‘‰Žƒ••…‘’ƒ›
’”‘…‡••‡•ƒŽŽ‰Žƒ••Ǧ‘Ž›…Žƒ‹•Ǥ‹„‡”–›—–—ƒŽ”‡†—…‡•‹–•
ƒ†‹‹•–”ƒ–‹˜‡…‘•–•ƒ†–Š‡ƒ—–‘‰Žƒ••…‘’ƒ›‰‡–••‹‰‹ˆ‹…ƒ–‡™
„—•‹‡••ȋ‡˜‡ƒˆ–‡”•–ƒ–‹‰–Šƒ––Š‡…—•–‘‡”‹•ˆ”‡‡–‘…Š‘‘•‡ƒ
†‹ˆˆ‡”‡–ƒ—–‘‰Žƒ••…‘’ƒ›ȌǤ–Š‡”‡šƒ’Ž‡•‘ˆ˜ƒŽ—‡Ǧƒ††‡†
„‡‡ˆ‹–•‹…Ž—†‡’ƒ”–‡”•–Šƒ–•Š‘”–‡–‹‡–‘ƒ”‡–ǡ•’‡‡†—’
†‹•–”‹„—–‹‘–‹‡•ǡ‘”‡Šƒ…‡–Š‡’”‘†—…–”‡’ƒ‹”’”‘…‡••Ǣ–Š‡•‡ƒŽŽ
…‘–”‹„—–‡–‘ƒŠ‹‰Š‡”’‡”…‡‹˜‡†˜ƒŽ—‡‘ˆ–Š‡…‘’ƒ›Ǥ

i Improve market access.‹ŽŽƒ’ƒ”–‡”•Š‹’™‹–Š–Š‹•…‘’ƒ›Ž‡ƒ†

–‘‹…”‡ƒ•‡†ƒ……‡••–‘‡™ƒ”‡–•ǫ‘‡•–Š‡’ƒ”–‡”…‘’ƒ›Šƒ˜‡
„‡––‡”ǡ‘”‡‡ˆˆ‡…–‹˜‡ƒ†˜‡”–‹•‹‰ǫ‰ƒ‹Š‡”‡ƒ…‘’ƒ›–Šƒ–Šƒ•
’”‘†—…–•–Šƒ–…‘’Ž‡‡–›‘—”‘”‰ƒ‹œƒ–‹‘ǯ•‘ˆˆ‡”‹‰•‹‰Š–ƒ‡
ƒ‰‘‘†’ƒ”–‡”Ǥ‘—‹‰Š–†‡…‹†‡–‘‘ˆˆ‡”ƒ’ƒ…ƒ‰‡†‡ƒŽǡ…‘„‹‹‰
’”‘†—…–•ˆ”‘„‘–Š…‘’ƒ‹‡•ǡƒ•ƒ’”‘‘–‹‘Ǥ

i Strengthen operations.‹ŽŽƒƒŽŽ‹ƒ…‡™‹–Š–Š‹•…‘’ƒ›‹’”‘˜‡
›‘—”‘’‡”ƒ–‹‘•„›Ž‘™‡”‹‰…‘•–•ƒ†…›…Ž‡–‹‡•ǫˆ›‡•ǡ–Š‡
”‡•‘—”…‡•ƒ†ˆƒ…‹Ž‹–‹‡•…ƒ„‡—•‡†‘”‡‡ˆˆ‹…‹‡–Ž›ƒ†‡ˆˆ‡…–‹˜‡Ž›Ǥ
‘’ƒ‹‡•™‹–Š…‘’Ž‡‡–ƒ”›•‡ƒ•‘ƒŽ’”‘†—…–•ǡˆ‘”‹•–ƒ…‡ǡ…ƒ
‡ˆˆ‡…–‹˜‡Ž›•Šƒ”‡™ƒ”‡Š‘—•‡•ƒ†–”—…•–Š”‘—‰Š‘—––Š‡‡–‹”‡›‡ƒ”Ǥ

i Add technological strength. ‘‡•–Š‡…‘’ƒ›—•‡–Š‡•ƒ‡
–‡…Š‘Ž‘‰›‘”‹•‹–™‹ŽŽ‹‰–‘•Šƒ”‡‡™–‡…Š‘Ž‘‰›™‹–Š›‘—”
…‘’ƒ›ǫ‘‡•–Š‡’‘–‡–‹ƒŽ’ƒ”–‡”Šƒ˜‡‹–‡”ƒŽ‡š’‡”–‹•‡–‘

© 2016 APICS 1-166 Version 4.0, 2016 Edition

All rights reserved Printed on 100% post-consumer waste recycled paper.
 Section B: Design the Supply Chain

ˆƒ…‹Ž‹–ƒ–‡–Š‡–”ƒ•‹–‹‘„‡–™‡‡‡™ƒ†‘Ž†–‡…Š‘Ž‘‰‹‡•ǫ†‹•
›‘—”‘”‰ƒ‹œƒ–‹‘’”‡’ƒ”‡†–‘Šƒ†Ž‡–Š‘•‡…ŠƒŽŽ‡‰‡•ǫ

i Enhance strategic growth. ”‡–Š‡”‡•‹‰‹ˆ‹…ƒ–„ƒ””‹‡”•–‘™‘”‹‰
™‹–Š–Š‹•…‘’ƒ›ǫ‹ŽŽ‹–••–”ƒ–‡‰›ƒŽ‹‰™‹–Š›‘—”‘”‰ƒ‹œƒ–‹‘ǯ•ǫ
•–Š‡…‘’ƒ›Š‡ƒ†‹‰‹–Š‡•ƒ‡‰‡‡”ƒŽ†‹”‡…–‹‘ǫ‘‘Ž‹‰
‡š’‡”–‹•‡ƒ†”‡•‘—”…‡•ˆ”‘„‘–Š…‘’ƒ‹‡•…ƒ’”‘˜‹†‡‡™
‘’’‘”–—‹–‹‡•ˆ‘”‰”‘™–ŠǤ

i Share insights and learning. •–Š‡…‘’ƒ›™‹ŽŽ‹‰–‘•Šƒ”‡‹–•
‹•‹‰Š–•ƒ†‡›Ž‡ƒ”‹‰™‹–Š›‘—”…‘’ƒ›ǫŽŽ‹ƒ…‡•™Š‡”‡–Šƒ–
…ƒ‘……—”›‹‡Ž†ƒ™‡ƒŽ–Š‘ˆ‹ˆ‘”ƒ–‹‘–Šƒ–…ƒ„‡—•‡†„›„‘–Š
‘”‰ƒ‹œƒ–‹‘•Ǥ–ƒŽ•‘‡…‘—”ƒ‰‡•’ƒ”–‡”•–‘Ž‡ƒ”‘”‡ƒ„‘—–
–Š‡•‡Ž˜‡•ƒ†‹…”‡ƒ•‡–Š‡‹”†‡•‹”‡–‘„‡‘”‡ˆŽ‡š‹„Ž‡‹–Š‡
’ƒ”–‡”•Š‹’Ǥ

i Increase financial strength. •–Š‡’‘–‡–‹ƒŽ’ƒ”–‡”™‹ŽŽ‹‰–‘•Šƒ”‡
ƒ†‹‹•–”ƒ–‹˜‡…‘•–•ˆ‘”•Šƒ”‡†ƒ…–‹˜‹–‹‡•ǫ•–Š‡…‘’ƒ›™‹ŽŽ‹‰–‘
•Šƒ”‡‹–Š‡”‹•ǫ‘‡–‹‡•ƒ†‹‹•–”ƒ–‹˜‡…‘•–•…ƒ„‡”‡†—…‡†
†—‡–‘–Š‡‡š’‡”–‹•‡‘ˆ‘‡‘”„‘–Š’ƒ”–‡”•ǡƒ†•–”ƒ–‡‰‹…ƒŽŽ‹ƒ…‡•
…ƒŽ‹‹–‹˜‡•–‡–‡š’‘•—”‡‹ˆ–Š‡‘–Š‡”…‘’ƒ›™‹ŽŽƒ‰”‡‡–‘
•Šƒ”‡‹–Š‡”‹•Ǥ

˜‡”›’‘–‡–‹ƒŽ’ƒ”–‡”‘”‰ƒ‹œƒ–‹‘Šƒ•‹–••–”‡‰–Š•‘”…‘”‡
…‘’‡–‡…‹‡•ǤŠ‡•‡•Š‘—Ž†‘–„‡†‹‹‹•Š‡†„›–Š‡ƒŽŽ‹ƒ…‡™‹–Š›‘—”
‘”‰ƒ‹œƒ–‹‘Ǣ–Š‹•…ƒŠƒ’’‡‹ˆ–Š‡…‘’ƒ›ǯ•”‡•‘—”…‡•ƒ”‡†‹˜‡”–‡†
ˆ”‘‹–••–”‡‰–Š•Ǥ–…ƒƒŽ•‘‘……—”‹ˆ–Š‡…‘’ƒ›ǯ••–”ƒ–‡‰‹…‘”
–‡…Š‘Ž‘‰‹…ƒŽ•–”‡‰–Š•ƒ”‡…‘’”‘‹•‡†‹–Š‡’”‘…‡••‘ˆƒ‹‰–Š‡
’ƒ”–‡”•Š‹’•—……‡••ˆ—ŽǤ‡‡„‡”–Šƒ–‹–ǯ•‘Ž›ƒ•—……‡••ˆ—Ž•–”ƒ–‡‰‹…
ƒŽŽ‹ƒ…‡‹ˆ–Š‡’ƒ”–‡”•Š‹’”‡•—Ž–•‹ƒDz™‹Ǧ™‹dzˆ‘”„‘–Š’ƒ”–‹‡•Ǥ

”‡ƒ–‹‰”‡Žƒ–‹‘•Š‹’•–Šƒ–’”‘†—…‡‡ƒ‹‰ˆ—Ž”‡•—Ž–•”‡“—‹”‡•
…‘‹–‡–„›„‘–Š’ƒ”–‹‡•ƒ†Šƒ”†™‘”Ǥˆˆ‡…–‹˜‡’ƒ”–‡”•Š‹’•ƒ”‡ƒ
…‘„‹ƒ–‹‘‘ˆ•Šƒ”‡†”‹••ǡ”‡•‘—”…‡•ǡ”‡™ƒ”†•ǡ˜‹•‹‘ǡƒ†˜ƒŽ—‡•Ǥ
‹–Š‘—–‡ƒ…Š‘ˆ–Š‡•‡‡Ž‡‡–•ǡ•–”ƒ–‡‰‹…ƒŽŽ‹ƒ…‡•‘ˆ–‡ƒ”‡—„ƒŽƒ…‡†
ƒ†—ƒŽ‹‰‡†ǤŠ‡‘”‡—„ƒŽƒ…‡†ƒ’ƒ”–‡”•Š‹’‹•ǡ–Š‡‘”‡Ž‹‡Ž›
–Šƒ–‡›‘„Œ‡…–‹˜‡•™‹ŽŽ‘–„‡‡–Ǥ

Building ‘‘…‡›‘—Šƒ˜‡ƒƒŽ›œ‡†’‘–‡–‹ƒŽ’ƒ”–‡”•ƒ……‘”†‹‰–‘–Š‡•‡…”‹–‡”‹ƒ
collaborative ƒ†Šƒ˜‡…Š‘•‡–Š‘•‡–Šƒ–‘„Œ‡…–‹˜‡Ž›ƒ–…Š›‘—”‡‡†•‹ƒ•–”ƒ–‡‰‹…
relationships ƒŽŽ‹ƒ…‡ǡŠ‘™†‘›‘—‰‘ƒ„‘—–„—‹Ž†‹‰ƒ…‘ŽŽƒ„‘”ƒ–‹˜‡”‡Žƒ–‹‘•Š‹’ǫ‘™
™‹ŽŽ›‘—‰‡‡”ƒ–‡ƒ•—’’Ž›…Šƒ‹•–”ƒ–‡‰›–Šƒ–…ƒ†‡˜‡Ž‘’ƒ†‰”‘™–”—•–ǡ
ƒƒ‰‡”‹••ǡ‘˜‡”…‘‡„ƒ””‹‡”•ǡ…‘—‹…ƒ–‡ƒ†…‘ŽŽƒ„‘”ƒ–‡‡ˆˆ‡…–‹˜‡Ž›ǫ

© 2016 APICS 1-167 Version 4.0, 2016 Edition

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Module 1: Supply Chain Design

—‹Ž†‹‰–Š‡•‡’ƒ”–‡”•Š‹’•†‡’‡†•—’‘–Š‡ˆ‘ŽŽ‘™‹‰ǣ
i —†‹–ƒ„Ž‡‹ˆ‘”ƒ–‹‘‡š…Šƒ‰‡ƒ†–‡…Š‘Ž‘‰›ˆ‘”…‘‡…–‹˜‹–›
i ‡–‡””‡…‡Ǧ„ƒ•‡†ƒ””ƒ‰‡‡–••—…Šƒ•ˆ‘”ƒŽ…‘–”ƒ…–•–Šƒ–ƒ‡
ƒ†Š‡”‡…‡–‘’”‘’‡”„‡Šƒ˜‹‘”ƒƒ––‡”‘ˆ•‡ŽˆǦ‹–‡”‡•–
i …‡–‹˜‡Ǧ„ƒ•‡†ƒ””ƒ‰‡‡–••—…Šƒ•ƒŽ‹‰‹‰•ƒŽ‡•ƒ†
ƒƒ‰‡‡–‰‘ƒŽ•–‘…‘ŽŽƒ„‘”ƒ–‹˜‡‘„Œ‡…–‹˜‡•
i ”‘…‡••Ǧ„ƒ•‡†ƒ””ƒ‰‡‡–••—…Šƒ•Ž‘‰Ǧ–‡”–”—•–„—‹Ž†‹‰„ƒ•‡†
‘…‘•–ƒ–…‘—‹…ƒ–‹‘•ƒ†ˆ‡‡†„ƒ…–Šƒ–•’‹”ƒŽ‘—–‹–‘
‰”‡ƒ–‡”–”—•–‘˜‡”–‹‡
i ••‹‰‡–‘ˆŽ‡ƒ†‡”•™‹–Š–Š‡ƒ’’”‘’”‹ƒ–‡Ž‡˜‡Ž‘ˆƒ—–Š‘”‹–›–‘
‡ˆ‘”…‡–Š‡”‡Žƒ–‹‘•Š‹’
i ‘…—•‘–Š‡‡–‹”‡•—’’Ž›…Šƒ‹
i ‡–™‘”™‹†‡˜‹•‹„‹Ž‹–›ƒ†‡ƒ•—”‡‡–‘ˆ–Š‡„—ŽŽ™Š‹’‡ˆˆ‡…––‘
ƒ••‡••–Š‡‹’ƒ…–‘ˆ…‘ŽŽ‡…–‹˜‡ƒƒ‰‡‡–‘ˆ‹˜‡–‘”›
i Šƒ”‹‰‘ˆ‘™Ž‡†‰‡ǡ‘–Œ—•–†ƒ–ƒ
i Ž‡ƒ”Ž›˜‹•‹„Ž‡•Šƒ”‹‰‘ˆ„‘–Š–Š‡„‡‡ˆ‹–•ƒ†–Š‡„—”†‡•‘ˆ–Š‡
”‡Žƒ–‹‘•Š‹’
i ƒ”‹‡†–›’‡•‘ˆ…‘‹–‡–ǡ†‡’‡†‹‰—’‘ˆƒ…–‘”••—…Šƒ•Ž‡‰–Š
‘ˆ”‡Žƒ–‹‘•Š‹’ǡˆ‡‡†„ƒ…ǡƒ†ƒ‘—–‘ˆƒ††‡†˜ƒŽ—‡„›‡ƒ…Š
’‘–‡–‹ƒŽ’ƒ”–‡”

‘”†‡”–‘„—‹Ž†–Š‡ˆ‘—†ƒ–‹‘‘ˆ–Š‡…‘ŽŽƒ„‘”ƒ–‹˜‡’ƒ”–‡”•Š‹’ǡ–Š‡
’ƒ”–‡”•—•–
i ‹–‹ƒ–‡ƒƒ‰‡‡––ƒ••Ǥ
i ˜‡”…‘‡„ƒ””‹‡”•–‘…‘ŽŽƒ„‘”ƒ–‹‘Ǥ
i —‹Ž†Ž‡˜‡Ž•‘ˆ…‘—‹…ƒ–‹‘Ǥ
i ‡–‡”‹‡Ž‡˜‡Ž•‘ˆ…‘ŽŽƒ„‘”ƒ–‹˜‡‹–‡•‹–›Ǥ
i šƒ‹‡•–”ƒ–‡‰‹…‹’‘”–ƒ…‡˜‡”•—•†‹ˆˆ‹…—Ž–›–‘†‡–‡”‹‡’”‘†—…–
…ƒ–‡‰‘”‹‡•Ǥ

Initiate management tasks.

…‡–Š‡…‘ŽŽƒ„‘”ƒ–‹‘‹•‘ˆˆ‹…‹ƒŽǡ‹–ǯ•…”‹–‹…ƒŽ–Šƒ––‘’ƒƒ‰‡‡–
†‡‘•–”ƒ–‡–Š‡‹”‡–Š—•‹ƒ•–‹……‘‹–‡––‘–Š‡’ƒ”–‡”•Š‹’Ǥ‹…‡
ƒ…–‹‘••’‡ƒŽ‘—†‡”–Šƒ™‘”†•ǡƒƒ‰‡‡–•Š‘—Ž†’—„Ž‹…Ž›‘†‡Ž
‡ˆˆ‘”–•‘ˆ”‡Žƒ–‹‘•Š‹’„—‹Ž†‹‰ǤŠ‡ƒƒ‰‡”•‘ˆ„‘–Š‘”‰ƒ‹œƒ–‹‘•‡‡†
–‘™‘”–‘‰‡–Š‡”ˆ”‘–Š‡•–ƒ”–ǣ•Šƒ”‡‹ˆ‘”ƒ–‹‘™‹–Š‡š–‡”ƒŽ’ƒ”–‹‡•
ƒ†™‹–Š‹–‡”ƒŽ•–ƒˆˆǡ‘†‹ˆ›‹…‡–‹˜‡•–‘ƒ–…Š…‘ŽŽƒ„‘”ƒ–‹˜‡‰‘ƒŽ•ǡ
‡ˆ‘”…‡ƒ‰”‡‡‡–•„›†‡’ƒ”–‡–•ƒ†•–ƒˆˆǡ•–ƒ„‹Ž‹œ‡’”‹…‹‰ƒ†
‘”†‡”‹‰ǡƒ†‹’”‘˜‡‘’‡”ƒ–‹‘•ǤŠ‡›—•–†‡˜‡Ž‘’‰‘‘†™‘”‹‰
”‡Žƒ–‹‘•Š‹’•ƒ†•–”‹˜‡ˆ‘”’‡”•‘ƒŽ…‘—‹…ƒ–‹‘–‘†‡˜‡Ž‘’—–—ƒŽ
–”—•–ǤŠ‡›‡‡†–‘†‡˜‡Ž‘’•—’’‘”–‹˜‡”‡Žƒ–‹‘•Š‹’•–Šƒ–ˆ‘•–‡”–‡ƒ
•’‹”‹–„‡–™‡‡–Š‡’ƒ”–‡”…‘’ƒ‹‡•Ǥ


© 2016 APICS 1-168 Version 4.0, 2016 Edition

All rights reserved Printed on 100% post-consumer waste recycled paper.
 Section B: Design the Supply Chain

‹˜‹•‹‘ƒƒ‰‡”•–Š”‘—‰Š‘—––Š‡‡–™‘”—•–’Žƒ…‡–Š‡‹–‡”‡•–•‘ˆ
–Š‡™Š‘Ž‡ƒ„‘˜‡–Š‡‹”Ž‘…ƒŽ‹–‡”‡•–•ǤŠ‡•‡ƒƒ‰‡”•ƒ›„‡ƒ•‡†–‘
ƒ‡ƒŒ‘”…Šƒ‰‡•‹Š‘™–Š‡›‘’‡”ƒ–‡–‘ˆƒ…‹Ž‹–ƒ–‡…‘ŽŽƒ„‘”ƒ–‹‘Ǥ‘’
ƒƒ‰‡‡–ƒ›‡‡†–‘…Šƒ‰‡–Š‡‹†‹˜‹†—ƒŽ‹…‡–‹˜‡•‘ˆ–Š‡‹”
ƒƒ‰‡”•ƒ†…‘•‹•–‡–Ž›‡…‘—”ƒ‰‡–Š‡–‘ƒ‡–Š‡‡‡†‡†…Šƒ‰‡•Ǥ
Š‹•ƒ›”‡“—‹”‡‹–‡”ƒŽ–‡ƒ†‹•…—••‹‘•†—”‹‰™Š‹…Š•‡‹‘”
ƒƒ‰‡‡–‡—‡”ƒ–‡•–Š‡„‡‡ˆ‹–•‘ˆ–Š‡…‘ŽŽƒ„‘”ƒ–‹‘ƒ††‹•…—••‡•
–Š‡‡‰ƒ–‹˜‡‹’ƒ…–‘ˆ–Š‡†‹˜‹•‹‘ƒƒ‰‡”•‘–„‡‹‰‘„‘ƒ”†™‹–Š–Š‡
”‡“—‹”‡†…Šƒ‰‡•Ǥ

ƒƒ‰‡‡–…ƒ•–ƒ”–„—‹Ž†‹‰–Š‡…‘ŽŽƒ„‘”ƒ–‹‘„›Œ‘‹–Ž›†‹•…—••‹‰
ƒ††‡•‹‰ƒ–‹‰”‡Žƒ–‹‘•Š‹’‰‘ƒŽ•ƒ†’Žƒ‹‰–Š‡•–‡’•‡…‡••ƒ”›–‘
”‡ƒ…Š–Š‡ǤŠ‹•’”‘…‡••„‡‰‹•™‹–Š†‡–‡”‹‹‰–Š‡•’‡…‹ˆ‹…
…‘–”‹„—–‹‘‘ˆ‡ƒ…Š’ƒ”–›ƒ†–Š‡…”‹–‡”‹ƒˆ‘”‡ƒ•—”‹‰–Šƒ–
…‘–”‹„—–‹‘Ǥ„˜‹‘—•Ž›ǡ–‘–ƒŽ’”‘ˆ‹–••Š‘—Ž†„‡‘‡‘ˆ–Š‡…”‹–‡”‹ƒǡ„—–
–Š‡”‡•Š‘—Ž†„‡‘–Š‡”•’‡…‹ˆ‹…‡ƒ•—”‡•ǡ‹…Ž—†‹‰‘ˆ‹ƒ…‹ƒŽ
…‘–”‹„—–‹‘•ǤŠ‡…”‹–‡”‹ƒ•Š‘—Ž†„‡ˆŽ‡š‹„Ž‡‡‘—‰Š–‘ƒŽŽ‘™‡ƒ…Š’ƒ”–›
–‘—•‡‹‘˜ƒ–‹‘–‘‡‡–‹–•‰‘ƒŽ•Ǥ‡ƒ”Ž›•–ƒ‰‡•ǡ”‡Žƒ–‹‘•Š‹’••Š‘—Ž†
‡’Šƒ•‹œ‡‡“—‹–›‹’”‘ˆ‹–•ƒ‘‰ƒŽŽ’ƒ”–‹‡•Ǥ“—‹–›™‹ŽŽŠ‡Ž’‘–‹˜ƒ–‡
ƒŽŽ’ƒ”–‹‡•–‘™‘”–‘™ƒ”†–Š‡‰‘‘†‘ˆ–Š‡™Š‘Ž‡Ǥ

Š‡‡š––ƒ•‹•–‘†‡ˆ‹‡”‘Ž‡•ˆ‘”‡ƒ…Š’ƒ”–›ǡ–ƒ‹‰…ƒ”‡–‘ƒ˜‘‹†
”‡†—†ƒ–‡ˆˆ‘”–•Ǥ‘ˆŽ‹…–•…ƒ‘……—”‹ˆ–Š‡•‡”‘Ž‡•ƒ‡‘‡’ƒ”–›‘”‡
†‡’‡†‡–—’‘ƒ‘–Š‡”–Šƒ–Š‡›™‹•Š–‘„‡Ǥ‘ƒŽŽ‡˜‹ƒ–‡–Š‹•…‘‘
’”‘„Ž‡ǡ‡–™‘”••Š‘—Ž†ƒ˜‘‹†•‡“—‡–‹ƒŽ‹–‡”†‡’‡†‡…‡ǡ‹™Š‹…Š
–Š‡•‡…‘†’ƒ”–›…ƒ‘–„‡‰‹™‘”—–‹Ž–Š‡ˆ‹”•–’ƒ”–›‹•†‘‡Ǥ•–‡ƒ†ǡ
–Š‡›•Š‘—Ž†‡•–ƒ„Ž‹•Š”‡…‹’”‘…ƒŽ‹–‡”†‡’‡†‡…‡ǡ‹™Š‹…Š–Š‡‡š…Šƒ‰‡
‘ˆ–ƒ••ƒ†•‡”˜‹…‡•‘……—”•‹„‘–Š†‹”‡…–‹‘•Ǥšƒ’Ž‡•‘ˆ–Š‹•‹…Ž—†‡
 ȋ…‘ŽŽƒ„‘”ƒ–‹˜‡’Žƒ‹‰ǡˆ‘”‡…ƒ•–‹‰ǡƒ†”‡’Ž‡‹•Š‡–Ȍǡ™Š‹…Š
›‘—™‹ŽŽŽ‡ƒ”‘”‡ƒ„‘—–‹‘†—Ž‡ʹǤŽ–Š‘—‰Š—–—ƒŽ
‹–‡”†‡’‡†‡…‡‹•‘”‡…‘’Ž‡š–‘ƒƒ‰‡ǡ‹–…ƒƒŽ•‘›‹‡Ž†—…Š
‰”‡ƒ–‡””‡™ƒ”†•Ǥ

‹…‡‘…‘–”ƒ…–…ƒ…‘˜‡”ƒŽŽ…‘–‹‰‡…‹‡•ǡ–Š‡‡š––ƒ•‹•–‘…”‡ƒ–‡ƒ
’‘Ž‹…›ˆ‘””‡•‘Ž˜‹‰…‘ˆŽ‹…–•Ǥˆƒ…‘ˆŽ‹…–‹••‡”‹‘—•‡‘—‰Š–‘”‡“—‹”‡
ƒ‡†‹‰–Š‡…‘–”ƒ…–ǡ‡‰‘–‹ƒ–‹‘•–‘†‘•‘•Š‘—Ž†‹…Ž—†‡ƒŽŽƒˆˆ‡…–‡†
’ƒ”–‹‡•Ǥƒ›‘”‰ƒ‹œƒ–‹‘•’”‡ˆ‡”–‘”‡•‘Ž˜‡†‹ˆˆ‡”‡…‡•–Š”‘—‰Š
‹ˆ‘”ƒŽ‡‰‘–‹ƒ–‹‘”ƒ–Š‡”–Šƒ„›”‡˜‹•‹–‹‰–Š‡…‘–”ƒ…–ǤŽŽ’ƒ”–‹‡•–‘
–Š‡…‘–”ƒ…–•Š‘—Ž†ƒ‰”‡‡—’‘ƒ’Žƒ–‘‰‘˜‡”•—…Š‡‰‘–‹ƒ–‹‘•–‘
‡•—”‡–Šƒ––Š‡›ƒ”‡ǯ––‘‘‹ˆ‘”ƒŽǤŠ‡’Žƒ•Š‘—Ž†…ƒŽŽˆ‘””‡‰—Žƒ”
‡‡–‹‰•ƒ‘‰‡›ƒƒ‰‡”•ƒ†…”‘••Ǧ‡–‡”’”‹•‡–‡ƒ•ǡƒ†‹–•Š‘—Ž†
‹…Ž—†‡‰—‹†‡Ž‹‡•ˆ‘””‡ˆ‡””‹‰’”‘„Ž‡•–‘–Š‡Š‹‰Š‡•–Ž‡˜‡Ž‡…‡••ƒ”›
–‘”‡•‘Ž˜‡–Š‡…‘ˆŽ‹…–Ǥ‹–Š‡”–Š‡…‘–”ƒ…–•Š‘—Ž†•’‡…‹ˆ›Š‘™ˆ‹ƒ…‡

© 2016 APICS 1-169 Version 4.0, 2016 Edition

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Module 1: Supply Chain Design

ƒ†‡•–ƒ„Ž‹•Š”—Ž‡•ˆ‘”–”ƒ•ƒ…–‹‘•ǡ‘”ƒ’‘Ž‹…›ƒ†’”‘…‡†—”‡•‰—‹†‡
•Š‘—Ž††‘•‘Ǥ‘–”ƒ…–•ǡ’‘Ž‹…‹‡•ǡ’”‘…‡†—”‡•ǡƒ†‹ˆ‘”ƒŽ…‘ˆŽ‹…–
”‡•‘Ž—–‹‘—•–„‡•‡•‹–‹˜‡–‘…—Ž–—”ƒŽ†‹ˆˆ‡”‡…‡•Ǥ–Š‡‹–‡†–ƒ–‡•ǡ
…‘—”–•…ƒ”‡•‘Ž˜‡…‘ˆŽ‹…–•™‹–Š‘—–†‡–”‹‡––‘Ž‘‰Ǧ–‡””‡Žƒ–‹‘•Š‹’•
ƒ‘‰’ƒ”–‹‡•–‘ƒ…‘–”ƒ…–ǤŠ‡‘’’‘•‹–‡‹•–”—‡‹‘•–•‹ƒ…‘—–”‹‡•Ǥ

‹ƒŽŽ›ǡƒƒ‰‡”•—•–•–ƒ›‹˜‘Ž˜‡†Ǥ‹–Š‘—–ƒƒ‰‡‡–
…‘‹–‡–ǡ‡ƒ…Š’ƒ”–›–‡†•–‘”‡˜‡”––‘‹–•‘™•‡ŽˆǦ‹–‡”‡•–•Ǥ‡ƒ‡”
’ƒ”–‹‡•‹–Š‡”‡Žƒ–‹‘•Š‹’ƒ›„‡ƒ”–Š‡„”—–‘ˆ’”‘„Ž‡•Ǣ™‹–Š‘—–ƒ
‡ˆˆ‘”––‘ƒ‹–ƒ‹‡“—‹–›ǡ–Š‡”‡Žƒ–‹‘•Š‹’•ƒ›ˆƒŽŽƒ’ƒ”–ǤŠ‡
’ƒ”–‡”•Š‹’ǯ•„‡‡ˆ‹–•ƒ†ƒ”‡ƒ•‡‡†‹‰‹’”‘˜‡‡–™‹ŽŽ„‡‡ƒ•‹‡”–‘
‹†‡–‹ˆ›ƒ†‹’”‘˜‡‹ƒ–‹‡Ž›ƒ‡”‹ˆ–Š‡”‡Žƒ–‹‘•Š‹’‹•‘‹–‘”‡†
ƒ†…ƒ”‡†ˆ‘”Ǥ‘’ƒƒ‰‡‡–—•–ˆ‘ŽŽ‘™–Š”‘—‰Š‘‹–•
”‡•’‘•‹„‹Ž‹–›ˆ‘”ƒ†Š‡”‹‰–‘–Š‡…‘ŽŽƒ„‘”ƒ–‹˜‡ƒ””ƒ‰‡‡–•Ǥ

Overcome barriers to collaboration.
—‹Ž†‹‰•—……‡••ˆ—Ž…‘ŽŽƒ„‘”ƒ–‹‘•”‡“—‹”‡•‘˜‡”…‘‹‰’”‡†‹…–ƒ„Ž‡
‘„•–ƒ…Ž‡•ǡ‹…Ž—†‹‰–Š‡ˆ‘ŽŽ‘™‹‰…ŠƒŽŽ‡‰‡•Ǥ

i Suboptimization. —„‘’–‹‹œƒ–‹‘”‡ˆ‡”•–‘ƒ•‘Ž—–‹‘–‘ƒ’”‘„Ž‡
–Šƒ–‹•„‡•–ˆ”‘ƒƒ””‘™’‘‹–‘ˆ˜‹‡™„—–‘–ˆ”‘ƒŠ‹‰Š‡”‘”
‘˜‡”ƒŽŽ…‘’ƒ›’‘‹–‘ˆ˜‹‡™ǤŠ‡•—’’Ž›…Šƒ‹•ƒ”‡‘––”—Ž›
…‘‡…–‡†ƒ––Š‡’Žƒ‹‰Ž‡˜‡Žǡ‡ƒ…Š’ƒ”–‡”‹–Š‡•—’’Ž›…Šƒ‹™‹ŽŽ
™‘”–‘ƒš‹‹œ‡‹–•‘™’”‘ˆ‹–•‘”–‘‹…”‡ƒ•‡‘–Š‡”‡ƒ•—”‡•ƒ–
–Š‡‡š’‡•‡‘ˆ–Š‡‘–Š‡”•—’’Ž›…Šƒ‹’ƒ”–‡”•ǤŠ‡–Š‹•‘……—”•
†‡•’‹–‡–Š‡”‡…‘‡†ƒ–‹‘•‘ˆƒŠ‘Ž‹•–‹…‘’–‹‹œƒ–‹‘–‘‘Žǡ‹–‹•ƒ
†‘—„Ž‡Ž‘••„‡…ƒ—•‡–Š‡‹˜‡•–‡–‹‰Ž‘„ƒŽ’Žƒ‹‰‹•„‡‹‰’—––‘
™ƒ•–‡Ǥ ‘”‡šƒ’Ž‡ǡ™Š‡ƒ’”‘†—…–‹•ƒ˜ƒ‹Žƒ„Ž‡‹Ž‹‹–‡†ƒ‘—–•ǡ
”‡–ƒ‹Ž‘”†‡”•—•–„‡‘‹–‘”‡†ƒ…”‘••–Š‡•—’’Ž›…Šƒ‹Ǥˆ‡ƒ…Š•–‘”‡
‹•ƒŽŽ‘™‡†–‘†‡–‡”‹‡‹–•‘™‘”†‡”“—ƒ–‹–›ǡ–Š‡”‡•—Ž–‹‰Š–„‡
‘˜‡”•–‘…‹‰‘ˆŽ‘…ƒ–‹‘•–Šƒ–‘”†‡”‡ƒ”Ž›ƒ†•–‘…‘—–•‡Ž•‡™Š‡”‡Ǥ
”ƒ•’‘”–ƒ–‹‘…‘•–•ƒ”‡ƒ‘–Š‡”ƒ”‡ƒ…‘‘Ž›•—„‘’–‹‹œ‡†Ǥ

i Individual incentives that conflict with organizational goals.
…‡–‹˜‡•ǡ•—…Šƒ••ƒŽ‡•ˆ‘”…‡„‘—•‡•ǡ•–”—…–—”‡†™‹–Š‘—––Š‘—‰Š–
ˆ‘”–Š‡•—’’Ž›…Šƒ‹•–”ƒ–‡‰›ǡ…ƒ‘ˆ–‡„‡…‘—–‡”’”‘†—…–‹˜‡Ǥ ‘”
‡šƒ’Ž‡ǡ•ƒŽ‡•“—‘–ƒ•ˆ‘”†‹•–”‹„—–‘”•‘”ƒ—ˆƒ…–—”‡”•ƒ”‡‘ˆ–‡
„ƒ•‡†‘‘–ŠŽ›‘”“—ƒ”–‡”Ž›–ƒ”‰‡–•ˆ‘”•ƒŽ‡•–‘”‡–ƒ‹Ž‡”•‹•–‡ƒ†‘ˆ
‘–Š‘•‡”‡–ƒ‹Ž‡”ǯ•ƒ…–—ƒŽ•ƒŽ‡•ǤŠ‹Ž‡–Š‡†‹•–”‹„—–‘”†‘‡•ǯ–ƒ…–—ƒŽŽ›
…‘–”‘Ž”‡–ƒ‹Ž•ƒŽ‡•ǡ–Š‹•’”ƒ…–‹…‡…ƒŽ‡ƒ†–‘…Šƒ‡Ž•–—ˆˆ‹‰
ȋ‹–‡–‹‘ƒŽŽ›•‡ŽŽ‹‰–‘‘—…Š‹˜‡–‘”›Ȍƒ†‹•ƒ‰‰”ƒ˜ƒ–‡†„›
’”‘‘–‹‘•‹–‡†‡†–‘‹…”‡ƒ•‡•ƒŽ‡•ƒ––Š‡‡†‘ˆƒ’‡”‹‘†ǤŠ‡•‡
’”ƒ…–‹…‡•…”‡ƒ–‡ƒ‰”‡ƒ–†‡ƒŽ‘ˆ‡š…‡••‹˜‡–‘”›ƒ•™‡ŽŽƒ•˜ƒ”‹ƒ„‹Ž‹–›

© 2016 APICS 1-170 Version 4.0, 2016 Edition

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 Section B: Design the Supply Chain

‹†‡ƒ†–Šƒ––Š‡ƒ—ˆƒ…–—”‡”—•––Š‡†‡ƒŽ™‹–ŠǤ•–‡ƒ†•ƒŽ‡•
‰‘ƒŽ•—•–„‡ƒŽ‹‰‡†™‹–Šƒ…–—ƒŽ†‡ƒ†Ǥƒ›…‘’ƒ‹‡•Šƒ˜‡
•–‘’’‡†‰‹˜‹‰•ƒŽ‡•‹…‡–‹˜‡•ƒ†‹•–‡ƒ†Šƒ˜‡–—”‡†–‘‘–Š‡”
‡–”‹…•–Šƒ–‘”‡‡ˆˆ‡…–‹˜‡Ž›ƒŽ‹‰•ƒŽ‡•™‹–Š…‘’ƒ›‘„Œ‡…–‹˜‡•Ǥ

i Working with competitors. —’’Ž›…Šƒ‹ƒƒ‰‡‡–„‘‘•–‘—–
–Š‡•—……‡••‘ˆ…‘ŽŽƒ„‘”ƒ–‹‘•ƒ‘‰…‘’‡–‹–‘”•ǡ„—–ƒ›‘ˆ–Š‡•‡
˜‡–—”‡•ƒŽ•‘ˆƒ‹ŽǤŠ‹•‹•’ƒ”–Ž›†—‡–‘Žƒ…‘ˆ–”—•–ƒ†…—Ž–—”ƒŽ
”‹‰‹†‹–›ǡ„—–‹–ƒŽ•‘”‡ˆŽ‡…–•–Š‡”‡ƒŽ‹–›–Šƒ–‘‡…‘’ƒ›‹•–”›‹‰–‘
™‹ƒ”‡–•Šƒ”‡ƒ––Š‡‡š’‡•‡‘ˆ–Š‡‘–Š‡”Ǥ—…Š”‡Žƒ–‹‘•Š‹’•
•Š‘—Ž†„‡‡’–ƒ–ƒ”ǯ•Ž‡‰–Š–‘‡•—”‡ˆƒ‹”‡••ǡƒ†‡š–”ƒ…ƒ—–‹‘
—•–„‡†‡˜‘–‡†–‘•Šƒ”‹‰‹ˆ‘”ƒ–‹‘Ǥ‘’ƒ‹‡•ƒ›’”‡–‡†–‘
‡„”ƒ…‡…‘ŽŽƒ„‘”ƒ–‹‘™Š‡–Š‡›”‡ƒŽŽ›‘Ž›™ƒ–ƒ……‡••–‘
‹ˆ‘”ƒ–‹‘ˆ‘”–Š‡‹”‘™„‡‡ˆ‹–Ǥ

i Bottlenecks caused by weak or slow partners. Š‡•Ž‘™‡•–‘”

Ž‡ƒ•–‹–‡‰”ƒ–‡†’ƒ”–‡”‹ƒ‡–™‘”™‹ŽŽ‘ˆ–‡Ž‹‹––Š‡
–‡…Š‘Ž‘‰‹…ƒŽ…‘ŽŽƒ„‘”ƒ–‹‘Ž‡˜‡Ž‘ˆƒ…‘’ƒ›ƒ•™‡ŽŽƒ•–Š‡Ž‡˜‡Ž‘ˆ
–”—•––Šƒ–…ƒ„‡„—‹Ž–Ǥˆ–Š‡…‘’ƒ›‹•‘–™‹ŽŽ‹‰–‘‹˜‡•–‹ƒ
–‡…Š‹…ƒŽƒ†•‘…‹ƒŽ…Šƒ‰‡’”‘…‡••ǡ–Š‡‘Ž›ƒŽ–‡”ƒ–‹˜‡ƒ›„‡–‘
ˆ‹†ƒ‘”‡™‹ŽŽ‹‰‘”ƒ„Ž‡’ƒ”–‡”™Š‘…ƒ‡‡’—’™‹–Š–Š‡
‡–™‘”ǯ•…‘ŽŽƒ„‘”ƒ–‹‘…—”˜‡Ǥ

i Technology barriers. Š‡’‘–‡–‹ƒŽ’ƒ”–‡”•Šƒ˜‡‹…‘’ƒ–‹„Ž‡
•›•–‡•ǡ‹–‹…”‡ƒ•‡•–Š‡†‹ˆˆ‹…—Ž–›‘ˆ•Šƒ”‹‰†ƒ–ƒǡ‡•’‡…‹ƒŽŽ›™Š‡
‘‡‘”‘”‡…‘’ƒ‹‡•—•‡˜‡”›‘Ž†Ž‡‰ƒ…›‘”•›•–‡•–Šƒ–†‘
‘–ƒ†ƒ’–™‡ŽŽ–‘–Š‡‡™‡”‹–‡‰”ƒ–‹‘•‘Ž—–‹‘••—…Šƒ•’”‘…‡••Ǧ
‘”‹‡–‡†‹††Ž‡™ƒ”‡ȋŽ‹‡„—•‹‡••’”‘…‡••ƒƒ‰‡‡–ȏȐǡ‘”
‡„•‡”˜‹…‡•ǡ†‹•…—••‡†‹Šƒ’–‡”͵ȌǤ…‘’ƒ–‹„Ž‡ƒ†Ȁ‘”
ƒ–‹“—ƒ–‡†Šƒ”†™ƒ”‡‹ˆ”ƒ•–”—…–—”‡•…ƒƒŽ•‘’”‘˜‡ƒ„ƒ””‹‡”–‘
…‘ŽŽƒ„‘”ƒ–‹‘Ǥ

i Power-based relationships. ƒ–Š‡”–Šƒ„—‹Ž†‹‰”‡Žƒ–‹‘•Š‹’•
„ƒ•‡†—’‘–”—•–ƒ†—–—ƒŽ„‡‡ˆ‹–ǡ–Š‡—…Ž‡—•…‘’ƒ›ƒ›—•‡
‹–•Ž‡˜‡”ƒ‰‡–‘†‹…–ƒ–‡–Š‡–‡”•‘ˆ”‡Žƒ–‹‘•Š‹’•–‘–Š‡‘–Š‡”
‡„‡”•ǤŠ‹Ž‡–Š‡’”‘ˆ‹–•‘ˆ–Š‡—…Ž‡—•…‘’ƒ›‹…”‡ƒ•‡ǡ‘–Š‡”
‡„‡”•‘ˆ–Š‡‡–™‘”ƒ›•—ˆˆ‡”Ž‘••‡•ǤŠ‡–Š‹•‘……—”•ǡ–Š‡
†‹•ƒ†˜ƒ–ƒ‰‡†’ƒ”–‡”•ƒ›”‡„‡ŽǤ‡•‹•–ƒ…‡ƒ›”‡•—Ž–‹
”‡†—†ƒ…›ǡŽ‘••‘ˆ‘˜‡”ƒŽŽ’”‘ˆ‹–ƒ„‹Ž‹–›ˆ‘”–Š‡•—’’Ž›…Šƒ‹ǡ‘”ƒ
ƒ…–—ƒŽ”‡˜‡”•ƒŽ‘ˆ–Š‡’‘™‡””‡Žƒ–‹‘•Š‹’Ǥ…‡‹’‘™‡”ǡ–Š‡
‹•–”‡ƒ–‡†’ƒ”–›ƒ›”‡–ƒŽ‹ƒ–‡‹•–‡ƒ†‘ˆ—•‹‰–Š‡‘’’‘”–—‹–›–‘
†‡˜‡Ž‘’‡“—‹–ƒ„Ž‡”‡Žƒ–‹‘•Š‹’•ƒŽ‘‰–Š‡•—’’Ž›…Šƒ‹Ǥ


© 2016 APICS 1-171 Version 4.0, 2016 Edition

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Module 1: Supply Chain Design

i Underestimated benefits. Š‡…‘ŽŽƒ„‘”ƒ–‹‘‹•˜‹‡™‡†ƒ•ƒ‘–Š‡”

–›’‡‘ˆ’”‘…‡••”‡‡‰‹‡‡”‹‰ǡ–Š‡’ƒ”–‡”•‰‡‡”ƒŽŽ›‡ƒ•—”‡–Š‡
”‡•—Ž–•‹”‡†—…‡†…‘•–ƒ†…›…Ž‡–‹‡”ƒ–Š‡”–Šƒ”‡–—”‘
‹˜‡•–‡–ǡ™Š‹…Š‹•ƒ„‡––‡”Ž‘‰Ǧ–‡”‹†‹…ƒ–‘”Ǥ‹’Ž›‡ƒ•—”‹‰
‡ˆˆ‹…‹‡…›‹…”‡ƒ•‡•™‹ŽŽˆƒ‹Ž–‘ƒ……‘—–ˆ‘”•‘‡‘ˆ–Š‡–”—‡Ž‘‰Ǧ–‡”
„‡‡ˆ‹–•‘ˆ…‘ŽŽƒ„‘”ƒ–‹‘ǤŠ‹•ƒ›Ž‡ƒ†ƒƒ‰‡”•–‘”‡Œ‡…–ƒ
…‘ŽŽƒ„‘”ƒ–‹˜‡˜‡–—”‡„ƒ•‡†‘ƒˆƒ‹Ž—”‡–‘•‡‡‰ƒ‹•Ž‹‡”‡‘˜ƒŽ‘ˆ
”‡†—’Ž‹…ƒ–‡†‡ˆˆ‘”–•ǡ‡Šƒ…‡†‹‘˜ƒ–‹‘ǡƒ†„‡––‡”—•‡‘ˆ–‘–ƒŽ
•›•–‡ƒ••‡–•ƒ†’”‘…‡••‡•Ǥ

i Culture conflicts. —Ž–—”‡•–‡†–‘„‡‡‰‘…‡–”‹…ƒ†–Š—•–‡†–‘

”‡•‹•–‡š–‡”ƒŽ…‘ŽŽƒ„‘”ƒ–‹‘ǤŠ‡›ˆ‡‡Ž–Šƒ––Š‡‹”™ƒ›•ƒ”‡–Š‡„‡•–
™ƒ›•‘ˆ†‘‹‰–Š‹‰•ƒ†™‹ŽŽ‘ˆ–‡”‡Œ‡…–ƒ†‹ˆˆ‡”‡–™ƒ›™‹–Š‘—–
‡˜‡…‘•‹†‡”‹‰‹–Ǥ—Ž–—”‡…‘ˆŽ‹…–•ƒ”‡‹…”‡ƒ•‡†™Š‡‡ƒ…Š
…‘’ƒ›”‡Ž‹‡•‘‹–•‘™•‘—”…‡•‘ˆ‹ˆ‘”ƒ–‹‘ƒ†‹•—ƒ„Ž‡–‘
•‡‡–Š‡‹’ƒ…–‘ˆ‹–•…Š‘‹…‡•‘‘–Š‡”ƒ”‡ƒ•‘ˆ–Š‡‡–™‘”ǤŠ‡
…‘’ƒ‹‡•†‘ǯ–•‡‡–Š‡‡‰ƒ–‹˜‡”‡•—Ž–•‘ˆ–Š‡‹”ƒ…–‹‘•ǡ–Š‡›…ƒǯ–
Ž‡ƒ”ˆ”‘–Š‡‹”‹•–ƒ‡•Ǥ

‘–Š‡”’‘–‡–‹ƒŽ…—Ž–—”‡…‘ˆŽ‹…–…ƒƒ”‹•‡™Š‡ƒƒ‰‡”•†‡Žƒ›‘”
’”‡˜‡–…‘ŽŽƒ„‘”ƒ–‹‘Ǥ—…Šƒƒ‰‡”•‰‡‡”ƒŽŽ›Šƒ˜‡•ƒˆ‡‰—ƒ”†‡†
–Š‡‹”’‘•‹–‹‘•„›‘–•Šƒ”‹‰‹ˆ‘”ƒ–‹‘•‘–Šƒ––Š‡›—•–„‡
•‘—‰Š–ˆ‘”–Š‡‹”‡š’‡”–‹•‡Ǥ–Š‡”•ˆ‡‡Ž–Šƒ–…‘ŽŽƒ„‘”ƒ–‹‘‹•ƒˆƒ†‘”ƒ
„ƒ†‹†‡ƒƒŽ–‘‰‡–Š‡”Ǥ–‹ŽŽ‘–Š‡”•–ƒŽƒ„‘—–…‘ŽŽƒ„‘”ƒ–‹‘ǡ„—––Š‡›ƒ”‡
‘Ž›‹–‡”‡•–‡†‹”‡…‡‹˜‹‰–Š‡„‡‡ˆ‹–•ˆ”‘ƒ’ƒ”–‡”™‹–Š‘—–
”‡…‹’”‘…ƒ–‹‰Ǥ

Build levels of communication.

‘—‹…ƒ–‹‘„‡–™‡‡’ƒ”–‡”•…ƒ–ƒ‡’Žƒ…‡‘†‹ˆˆ‡”‡–Ž‡˜‡Ž•Ǣ‘–
ƒŽŽ…‘ŽŽƒ„‘”ƒ–‹‘•†‡’‡†—’‘–Š‡•ƒ‡†‡‰”‡‡‘”‹–‡•‹–›‘ˆ
…‘—‹…ƒ–‹‘Ǥ‡ǯŽŽ…‘•‹†‡”ˆ‘—”Ž‡˜‡Ž•‘ˆ…‘—‹…ƒ–‹‘Ǥ

i Transactional with information sharing. ––Š‹•Ž‡˜‡Ž‘ˆ
…‘—‹…ƒ–‹‘ǡ‡ƒ…Š’ƒ”–‡”Šƒ•ƒ……‡••–‘ƒ•‹‰Ž‡•‘—”…‡‘ˆ†ƒ–ƒ
ƒ„‘—–ƒ––‡”••—…Šƒ•™‘”ˆŽ‘™ǡˆ‘”‡…ƒ•–•ǡƒ†–”ƒ•ƒ…–‹‘•Ǥ
‘–”ƒ…–•ƒ”‡‰‡‡”ƒŽŽ›‡†‹—–‡”Ǥ

i Shared processes and partnership. ––Š‹•Ž‡˜‡Žǡ’ƒ”–‡”•

…‘ŽŽƒ„‘”ƒ–‡‹•’‡…‹ˆ‹…’”‘…‡••‡••—…Šƒ•†‡•‹‰ǤŠ‡›•Šƒ”‡
‘™Ž‡†‰‡ƒ…”‘••–Š‡‡–™‘”Ǥ‘–”ƒ…–•ƒ”‡Ž‘‰‡”–‡”Ǥ

i Linked competitive vision and strategic alliance. ––Š‹•Ž‡˜‡Žǡ
•—’’Ž›…Šƒ‹’ƒ”–‡”•ˆ—…–‹‘ƒ•ƒ˜‹”–—ƒŽ‡–‹–›ǡ™‘”‹‰‘—–‡˜‡–Š‡
Š‹‰Š‡•–Ž‡˜‡Ž‘ˆ•–”ƒ–‡‰›–‘‰‡–Š‡”ǤŠ‡’ƒ”–‡”•†‡˜‡Ž‘’…‘•‹†‡”ƒ„Ž‡

© 2016 APICS 1-172 Version 4.0, 2016 Edition

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 Section B: Design the Supply Chain

–”—•–ƒ†ƒ…Š‹‡˜‡•‘…‹ƒŽƒ†…—Ž–—”ƒŽ—†‡”•–ƒ†‹‰ƒ•™‡ŽŽƒ•
‹ˆ‘”ƒ–‹‘•Šƒ”‹‰Ǥ–”ƒ–‡‰‹…ƒŽŽ‹ƒ…‡•ƒ›Žƒ•–ˆ‘”†‡…ƒ†‡•Ǥ

i Mergers and acquisitions (backward and forward integration).

—–•‘—”…‹‰…—””‡–ˆ—…–‹‘•‹•ǯ––Š‡‘Ž›™ƒ›–‘ˆ‘”‰‡Ž‹•‹ƒ
•—’’Ž›…Šƒ‹Ǥ‡”‰‡”•‘”ƒ…“—‹•‹–‹‘•ƒ›‹˜‘Ž˜‡–™‘…‘’ƒ‹‡•‹
–Š‡•ƒ‡–‹‡””ƒ–Š‡”–ŠƒŠ‘”‹œ‘–ƒŽ•—’’Ž‹‡”Ǧ…—•–‘‡”’ƒ”–‡”•ǤŠ‡
‡”‰‡”‘ˆ
‹ŽŽ‡––‡™‹–Š”‘…–‡”Ƭ
ƒ„Ž‡‹•‘‡•—…Š‡”‰‡”ǡƒ•‹•–Š‡
’—”…Šƒ•‡‘ˆŠ”›•Ž‡”„› ‹ƒ–ǤŠ‡”‡Šƒ•„‡‡ƒ‰”‡ƒ–†‡ƒŽ‘ˆ
ƒƒŽ‰ƒƒ–‹‘ƒ‘‰•‡”˜‹…‡…‘’ƒ‹‡•ǡ‹…Ž—†‹‰‡”‰‡”•‘ˆ„ƒ•
™‹–Š‘–Š‡”ˆ‹ƒ…‹ƒŽ’”‘˜‹†‡”•–‘…”‡ƒ–‡Dz‘‡Ǧ•–‘’•Š‘’’‹‰dzˆ‘”
…‘•—‡”•‘ˆˆ‹ƒ…‹ƒŽ’”‘†—…–•ǡƒ†‡”‰‡”•‹Š‡ƒ˜›‹†—•–”›Ǥ
Ž–Š‘—‰Š‡”‰‡”•™‘—Ž†•‡‡–‘’”‘˜‹†‡–Š‡†‡‡’‡•–Ž‡˜‡Ž‘ˆ–”—•–ƒ†
…‘—‹…ƒ–‹‘ǡ–Š‡•—††‡…Žƒ•Š‘ˆ„—•‹‡••ǡ”‡‰‹‘ƒŽǡƒ†ƒ–‹‘ƒŽ
…—Ž–—”‡•‹˜‘Ž˜‡†‘ˆ–‡”‡“—‹”‡•›‡ƒ”•‘ˆ™‘”–‘ƒŽ‹‰ƒ––‹–—†‡•ǡ
–‡…Š‘Ž‘‰›ǡƒ†„—•‹‡••’”ƒ…–‹…‡•Ǥ

Determine levels of collaborative intensity.

‡–‡”‹‹‰–Š‡Ž‡˜‡Ž‘ˆ…‘ŽŽƒ„‘”ƒ–‹˜‡‹–‡•‹–›–Šƒ–‡ƒ…Š”‡Žƒ–‹‘•Š‹’
”‡“—‹”‡•†‡’‡†•‘…‘•–ǡ“—ƒŽ‹–›ǡ†‡Ž‹˜‡”›”‡Ž‹ƒ„‹Ž‹–›ǡ’”‡…‹•‹‘ǡƒ†
ˆŽ‡š‹„‹Ž‹–›Ǥ‘•–•’‡ƒ•ˆ‘”‹–•‡Žˆǡ„—–…‘•–ƒ†“—ƒŽ‹–›‘ˆ–‡ƒ”‡‹˜‡”•‡Ž›
’”‘’‘”–‹‘ƒŽǤ—ƒŽ‹–›ƒ††‡Ž‹˜‡”›”‡Ž‹ƒ„‹Ž‹–›ƒ”‡—•—ƒŽŽ›‡ƒ•—”‡†„›
—„‡”‘ˆ†‡ˆ‡…–•ƒŽŽ‘™‡†‘”Žƒ–‡‘”†‡”•ƒ†ƒ”‡‘ˆ–‡…‘ŽŽ‡…–‹˜‡Ž›”ƒ–‡†
„›‡„‡”•‘ˆƒ‡š…Šƒ‰‡—•‹‰•—’’Ž‹‡”Š‹•–‘”›Ǥ”‡…‹•‹‘‹•‡ƒ•—”‡†
ƒ•†‡‰”‡‡‘ˆ˜ƒ”‹ƒ…‡ˆ”‘•’‡…‹ˆ‹…ƒ–‹‘•ǤȋƒŽŽ˜ƒ”‹ƒ…‡•‹…‘’‘‡–•
ˆ”‘†‹ˆˆ‡”‡–˜‡†‘”•ƒ›ƒ…–—ƒŽŽ›’”‡˜‡–ƒ••‡„Ž›ǤȌ Ž‡š‹„‹Ž‹–›‹•–Š‡
ƒ„‹Ž‹–›‘ˆ–Š‡•—’’Ž‹‡”‘”ƒ—ˆƒ…–—”‡”–‘†‡Ž‹˜‡”‹˜ƒ”›‹‰“—ƒ–‹–‹‡•
™Š‡‰‹˜‡ƒ•’‡…‹ˆ‹…—„‡”‘ˆ†ƒ›•ǯ‘–‹…‡ǤŠ‡•‡…”‹–‡”‹ƒƒ”‡•–”‘‰Ž›
‹ˆŽ—‡…‡†„›ˆ‘—”ˆƒ…–‘”•”‡Žƒ–‡†–‘–Š‡’”‘†—…–‘”•‡”˜‹…‡ǣ•–”ƒ–‡‰‹…
‹’‘”–ƒ…‡ǡ…‘’Ž‡š‹–›ǡ—„‡”‘ˆ•—’’Ž‹‡”•ǡƒ†—…‡”–ƒ‹–›Ǥ

i Strategic importance.Š‡’”‹ƒ”›•‘—”…‹‰…‘•‹†‡”ƒ–‹‘‹•–Š‡
•–”ƒ–‡‰‹…‹’‘”–ƒ…‡‘ˆ–Š‡’”‘†—…–‘”•‡”˜‹…‡Ǥˆ–Š‡…‘’ƒ›…ƒ‘–
ƒˆˆ‘”†–‘ƒ‡‹•–ƒ‡•ǡ‹–•Š‘—Ž†’”‘†—…‡–Š‡‹–‡‹ǦŠ‘—•‡ǡ‡˜‡‹ˆ
–Š‹•‹•‘”‡‡š’‡•‹˜‡Ǥˆ–Š‡…‘’ƒ›Žƒ…•‹–‡”ƒŽ…ƒ’ƒ„‹Ž‹–›ǡ‹–
•Š‘—Ž†ˆ‘”ƒƒŽŽ‹ƒ…‡™‹–Š‘‡‘”‘”‡…‘’ƒ‹‡•–Šƒ–…ƒƒ‡–Š‡
‹–‡‘”’‡”ˆ‘”–Š‡•‡”˜‹…‡Ǥ—Ž–‹’Ž‡•‘—”…‡•’”‘˜‹†‡ƒ„ƒ…—’Ǥ
‘‘†‹–›’”‘†—…–•ǡ„›…‘–”ƒ•–ǡƒ”‡™‹†‡Ž›ƒ˜ƒ‹Žƒ„Ž‡ƒ†Šƒ˜‡Ž‹––Ž‡
•–”ƒ–‡‰‹…‹’‘”–ƒ…‡ƒ†…ƒ„‡’—”…Šƒ•‡†ƒ––Š‡Ž‘™‡•–ƒ˜ƒ‹Žƒ„Ž‡’”‹…‡Ǥ
Š‹•‹…Ž—†‡•‘†—Žƒ”’”‘†—…–•ƒ†‘˜‡”Š‡ƒ†‹–‡••—…Šƒ•‡Ž‡…–”‹…‹–›Ǥ

i Complexity. Š‡‡š–ˆƒ…–‘”‹•–Š‡…‘’Ž‡š‹–›‘ˆ–Š‡‹–‡ƒ†‘ˆ–Š‡
’”‘…‡•••–‡’•”‡“—‹”‡†–‘’”‘†—…‡‹–Ǥ–”ƒ–‡‰‹…ƒŽŽ‹ƒ…‡•ƒ›„‡‡‡†‡†

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Module 1: Supply Chain Design

ˆ‘”˜‡”›…‘’Ž‡š‹–‡••‹’Ž›„‡…ƒ—•‡‘ˆ–Š‡Ž‡˜‡Ž‘ˆ…‘ŽŽƒ„‘”ƒ–‹˜‡
’Žƒ‹‰‡‡†‡†–‘‰‡––Š‡‹–‡”‹‰Š–‹–Š‡‡…‡••ƒ”›–‹‡ˆ”ƒ‡Ǥ
šƒ’Ž‡•‹…Ž—†‡‹Ž‹–ƒ”›–‡…Š‘Ž‘‰‹‡••—…Šƒ•‹••‹Ž‡•Ǥƒ›…‘–”ƒ…Ǧ
–‘”•ƒ›‡‡†–‘ˆ‘”•–”ƒ–‡‰‹…ƒŽŽ‹ƒ…‡•–‘‰‡–ƒŽŽ‘ˆ–Š‡…‘’‘‡–•
–‘™‘”–‘‰‡–Š‡”ƒ†–‘’”‘˜‹†‡–Š‡ƒ’’”‘’”‹ƒ–‡Ž‡˜‡Ž‘ˆ•‡…—”‹–›Ǥ
‹”’Žƒ‡•ƒŽ•‘”‡“—‹”‡ƒŽŽ‹ƒ…‡•ˆ‘”ƒ›ƒŒ‘”•›•–‡•ǡƒŽ–Š‘—‰Š
‹‘”•›•–‡•…ƒ„‡•‘—”…‡†–Š”‘—‰ŠŽ‘™‡”ǦŽ‡˜‡Ž”‡Žƒ–‹‘•Š‹’•Ǥ

i Number of suppliers. Š‡—„‡”‘ˆ•—’’Ž‹‡”•ƒ˜ƒ‹Žƒ„Ž‡ˆ‘”ƒ’”‘†—…–
‘”•‡”˜‹…‡™‹ŽŽƒŽ•‘†‡–‡”‹‡Š‘™—…Š–Š‡…‘’ƒ›•Š‘—Ž†‡•…ƒŽƒ–‡
–Š‡”‡Žƒ–‹‘•Š‹’ǤŠ‡‘‡‘”˜‡”›ˆ‡™•—’’Ž‹‡”•ƒ”‡ƒ˜ƒ‹Žƒ„Ž‡–‘
’”‘†—…‡ƒ•’‡…‹ˆ‹……‘’‘‡–‘”‰‘‘†”‡“—‹”‡†ǡ–Š‡…‘’ƒ›ƒ›
‡‡†–‘ˆ‘”ƒ•–”ƒ–‡‰‹…”‡Žƒ–‹‘•Š‹’‹‘”†‡”–‘‰—ƒ”ƒ–‡‡…‘–‹—‡†
ƒ˜ƒ‹Žƒ„‹Ž‹–›‘ˆ–Š‡‹–‡Ǥ ‘”‡šƒ’Ž‡ǡƒ‘‹•‘‡‘ˆ–Š‡‘Ž›
’”‘†—…‡”•‘ˆŠ‹‰ŠǦ“—ƒŽ‹–›‡‰‹‡••—‹–ƒ„Ž‡ˆ‘”—•‡‹Žƒ•‡”’”‹–‡”•ǡ•‘
Šƒ•ƒ•–”ƒ–‡‰‹…ƒŽŽ‹ƒ…‡™‹–Š–Š‡ˆ‘”–Š‹•’ƒ”–‡˜‡–Š‘—‰Š–Š‡–™‘
…‘’‡–‡‘’”‹–‡”•ƒŽ‡•†‹”‡…–Ž›Ǥ ‘…—•‹‰‘Ž›‘’”‹…‡‘”–‹‡–‘
ƒ”‡–™‹–Š•—…Šƒ•—’’Ž‹‡”™‘—Ž†„‡ƒ‹•–ƒ‡Ǥ

i Uncertainty. ‹ƒŽŽ›ǡ—…‡”–ƒ‹–›‹•ƒ’”‹ƒ”›…‘…‡”‹„—‹Ž†‹‰
”‡Žƒ–‹‘•Š‹’•Ǥ—’’Ž›—…‡”–ƒ‹–›‹•–Š‡”‹•–Šƒ––Š‡‰‘‘†‘”•‡”˜‹…‡
ƒ›‘–„‡ƒ˜ƒ‹Žƒ„Ž‡‘”ƒ›Šƒ˜‡•–”‘‰ˆŽ—…–—ƒ–‹‘•‹’”‹…‡‘”
“—ƒŽ‹–›Ǥ˜‡‹ˆ–Š‡”‡ƒ”‡Š—†”‡†•‘ˆ•—’’Ž‹‡”•‘ˆˆ‹‹•Š‡†Ž—„‡”‘
–Š‡ƒ”‡–ǡ–Š‡”‡ƒ›„‡‰”‡ƒ–˜ƒ”‹ƒ„‹Ž‹–›‹“—ƒŽ‹–›ƒ†‹’”‡…‹•‹‘
‘ˆ‹ŽŽ‹‰Ǥˆƒƒ—ˆƒ…–—”‡”–Šƒ–—•‡•–Š‹•Ž—„‡”ƒ†˜‡”–‹•‡•‹–•
•—’‡”‹‘”“—ƒŽ‹–›‘ˆŽ—„‡”ƒ•ƒ•‡ŽŽ‹‰’‘‹–ǡ–Š‡‹–‹•™‡ŽŽƒ†˜‹•‡†
‘––‘•‹’Ž›„—›ˆ”‘–Š‡Ž‘™‡•–Ǧ’”‹…‡•—’’Ž‹‡”„—––‘†‡˜‡Ž‘’ƒ
’ƒ”–‡”•Š‹’™‹–Š‘‡‘”‘”‡•—’’Ž‹‡”•™Š‘…ƒ‡‡––Š‡•‡
•–”‹‰‡–Ž‡˜‡Ž•‘ˆ“—ƒŽ‹–›ǤŠ‡›ƒ›„‡ƒ„Ž‡–‘Šƒ˜‡ƒ‹††Ž‡ǦŽ‡˜‡Ž
”‡Žƒ–‹‘•Š‹’‘”‡˜‡’—”…Šƒ•‡‘ƒ’”‹˜ƒ–‡‡š…Šƒ‰‡‹ˆ•—…Šƒ•‡”˜‹…‡
’”‘˜‹†‡•’”‡“—ƒŽ‹ˆ‹…ƒ–‹‘ƒ•ƒ˜ƒŽ—‡Ǧƒ††‡†•‡”˜‹…‡ǡŠ‘™‡˜‡”Ǥ

Examine strategic importance versus difficulty to determine product
categories.
ˆƒ’ƒ”–‡”•Š‹’”‡“—‹”‡•‘”‡–Šƒ‘‡‘ˆ–Š‡‹–‡•‡…‘ŽŽƒ„‘”ƒ–‹‘Ž‡˜‡Ž•
‘–‡†ƒ„‘˜‡Ȅˆ‘”‡šƒ’Ž‡ǡ™Š‡–Š‡”‡‹•ƒŽ‹‹–‡†—„‡”‘ˆ•—’’Ž‹‡”•
ƒ†—…‡”–ƒ‹–›ƒ„‘—–ƒ‹–‡ǯ•ƒ˜ƒ‹Žƒ„‹Ž‹–›Ȅ–Š‡–Š‡‡‡†ˆ‘”Š‹‰Š‡”
…‘ŽŽƒ„‘”ƒ–‹˜‡‹–‡•‹–›…ƒ„‡–‡”‡†ƒ•DzŠ‹‰Š•–”ƒ–‡‰‹…‹’‘”–ƒ…‡Ǥdz
–”ƒ–‡‰‹…‹’‘”–ƒ…‡…ƒ„‡…‘•‹†‡”‡†‘‡ŠƒŽˆ‘ˆ–Š‡‘˜‡”ƒŽŽ‡“—ƒ–‹‘Ǥ
‹ˆˆ‹…—Ž–›ǡ™Š‹…Š‹…Ž—†‡•–Š‡•—’’Ž›…Šƒ‹…ŠƒŽŽ‡‰‡•‘ˆ…‘’Ž‡š‹–›ǡ
—„‡”‘ˆ•—’’Ž‹‡”•ǡƒ†—…‡”–ƒ‹–›ǡ‹•–Š‡‘–Š‡”’‘”–‹‘‘ˆ–Š‡‡“—ƒ–‹‘Ǥ

šŠ‹„‹–ͳǦ͵ͳ•Š‘™•Š‘™–Š‹•…”‡ƒ–‡•ˆ‘—”„ƒ•‹……ƒ–‡‰‘”‹‡•‘ˆ‰‘‘†•Ǥ

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 Section B: Design the Supply Chain

Exhibit 1-31: Strategic Importance versus Supply Chain Difficulty

Bottleneck Materials Direct/Core Competency

High Materials
i Suppliers have strong bargaining
power. i There are one or a few suppliers.
i There is a high impact on value to the
Difficulty (Supply Risk)

customer.
i Price is a large percentage of the
total system/product cost.

Commodity Materials Leveragable Materials

i Suppliers’ relative bargaining power i There are many suppliers.
is not strong. i Supplier competition is ample.
i A small percentage of cost savings
over a broad base of items can have
a large impact on profitability.
Low

Low High
Strategic Importance (Profit Impact)

Source: Adapted from Designing and Managing the Supply Chain, 3rd edition, Simchi-Levi et al.


Š‹•‘†‡Ž…ƒ„‡—•‡†–‘†‡–‡”‹‡™Š‹…Š•—’’Ž‹‡”•ƒ”‡‘•–
ƒ’’”‘’”‹ƒ–‡ˆ‘”‡ƒ…Š‘ˆ–Š‡ˆ‘—”–›’‡•‘ˆ‰‘‘†•ǣ

i Commodity materials are of low strategic importance and low
supply chain difficulty. Š‡› ”‡“—‹”‡•—’’Ž‹‡”•™Š‘•‡’”‹‘”‹–›‹•
…‘•–”‡†—…–‹‘ǤŠ‡•‡‹–‡•ƒ”‡„‡•–’—”…Šƒ•‡†ƒ–ƒ”ǯ•Ž‡‰–ŠǤ
Š‹…Š‘ˆ›‘—”•—’’Ž‹‡”•…ƒ’”‘˜‹†‡–Š‡„‡•–…‘•–”‡†—…–‹‘‘–Š‡
…‘‘†‹–›‹–‡•›‘—‡‡†ǫ

i Bottleneck materials are also of low strategic importance but
are of high supply chain difficulty. ˆˆ‘”–•—•–„‡ƒ†‡–‘‡•—”‡
–Šƒ––Š‡‡‡†ˆ‘”–Š‡•‡‹–‡•‹•ˆ—Žˆ‹ŽŽ‡†ǤŠ‡”‡ˆ‘”‡•‘‡Ž‡˜‡Ž‘ˆ
‘‰‘‹‰”‡Žƒ–‹‘•Š‹’™‹–Šƒ’ƒ”–‹…—Žƒ”•—’’Ž‹‡”ƒ›„‡…ƒŽŽ‡†ˆ‘”Ǥ

i Leveragable materials are of high strategic importance but low
difficulty levels. Š‡›…ƒŽŽˆ‘”…‘ŽŽƒ„‘”ƒ–‹‘–‘ƒš‹‹œ‡„‘–Š…‘•–
•ƒ˜‹‰•ƒ†”‡Ž‹ƒ„‹Ž‹–›–Š”‘—‰Š‡ƒ••—…Šƒ•„—Ž’—”…Šƒ•‹‰„›
—Ž–‹’Ž‡‡„‡”•‘ˆ–Š‡•—’’Ž›…Šƒ‹Ǥ

i Direct/core competency materials are of high strategic
importance and high difficulty ƒ†”‡“—‹”‡•–”ƒ–‡‰‹…’ƒ”–‡”•Š‹’•
ˆ‘”Ž‘‰‡”’‡”‹‘†•‘ˆ–‹‡–‘‡•—”‡ƒ˜ƒ‹Žƒ„‹Ž‹–›ƒ†“—ƒŽ‹–›Ǥ

© 2016 APICS 1-175 Version 4.0, 2016 Edition

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Module 1: Supply Chain Design

‘‡–‹‡•…‘’ƒ‹‡•†‘‘–Š‡‡†–Š‡•‡ˆƒ…–‘”•ƒ†‡†—’„—›‹‰ƒ–
ƒ”ǯ•Ž‡‰–Š–‘‰‡––Š‡Ž‘™‡•–’”‹…‡ˆ‘”‹–‡•–Šƒ–ƒ”‡…”‹–‹…ƒŽ‹‘‡‘”
‘”‡‘ˆ–Š‡•‡™ƒ›•Ǥ‘‡–‹‡•–Š‡…‘•–‘ˆ–Š‡’”‘…‡••‘ˆ…Š‡…‹‰
‰‘‘†•ˆ‘”†‡ˆ‡…–•‘””‡’ƒ‹”‹‰–Š‡‘”ˆ‘””‡•‘Ž˜‹‰’”‘„Ž‡•™‹–Š
…—•–‘‡”•ƒˆ–‡””‡•ƒŽ‡‹•“—‹–‡ƒ„‹–Š‹‰Š‡”–Šƒ–Š‡…‘•–•ƒ˜‹‰•ˆ‘—†
„›•™‹–…Š‹‰ˆ”‘•—’’Ž‹‡”–‘•—’’Ž‹‡”Ǥ‘‡†ƒƒ‰‡–‘”‡’—–ƒ–‹‘ƒ›
„‡‹””‡˜‘…ƒ„Ž‡„—–Šƒ”†–‘‡ƒ•—”‡Ǥ‘’ƒ‹‡•—•–ƒ††–Š‡•‡…‘•–•–‘
–Š‡…‘•–‘ˆ–Š‡’”‘†—…–™Š‡†‡–‡”‹‹‰Š‘™—…Š–Š‡›ƒ”‡ƒ…–—ƒŽŽ›
•’‡†‹‰Ǥ

Features and šŠ‹„‹–ͳǦ͵ʹ•—ƒ”‹œ‡•–Š‡„‡‡ˆ‹–•–‘–Š‡•—’’Ž›…Šƒ‹‘ˆ
benefits of …‘ŽŽƒ„‘”ƒ–‹˜‡”‡Žƒ–‹‘•Š‹’•Ǥ
collaboration 
Exhibit 1-32: Features and Benefits of Collaboration

Collaborative Relationship Features Benefits

i Joint development of shared processes i Lower costs

i Open sharing of information and
knowledge
i Jointly developed performance metrics
i Open two-way communications
i Networkwide visibility
i Clear roles and responsibilities
i Joint problem solving
i Commitment to the relationship
i Improved quality
i Better customer service
i Reduced inventories
i Rapid project results
i Reduced cycle times and lead times
i More effective working relationships
i Enhanced commitment to one
another

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 Section B: Design the Supply Chain

Progress Check
Š‡ˆ‘ŽŽ‘™‹‰“—‡•–‹‘•ƒ”‡‹…Ž—†‡†ƒ••–—†›ƒ‹†•ƒ†ƒ›‘–ˆ‘ŽŽ‘™–Š‡ˆ‘”ƒ–—•‡†ˆ‘”
“—‡•–‹‘•‹–Š‡‡šƒ‹ƒ–‹‘Ǥ ‡ƒ†‡ƒ…Š“—‡•–‹‘ƒ†”‡•’‘†‹–Š‡•’ƒ…‡
’”‘˜‹†‡†Ǥ•™‡”•ƒ†’ƒ‰‡”‡ˆ‡”‡…‡•ƒ’’‡ƒ”‘–Š‡’ƒ‰‡ˆ‘ŽŽ‘™‹‰–Š‡’”‘‰”‡••…Š‡…
“—‡•–‹‘•Ǥ

ͳǤ Šƒ–ˆƒ…–‘”••Š‘—Ž†ƒ‘”‰ƒ‹œƒ–‹‘…‘•‹†‡”™Š‡•‡Ž‡…–‹‰‹–••–”ƒ–‡‰‹…’ƒ”–‡”ǫ
ȋ Ȍ ƒǤ ‘‡•‹–‹’”‘˜‡ƒ”‡–ƒ……‡••ǫ
ȋ Ȍ „Ǥ ‹ŽŽ‹–‡Šƒ…‡•–”ƒ–‡‰‹…‰”‘™–Šǫ
ȋ Ȍ …Ǥ ‘‡•‹–•–”‡‰–Š‡‘’‡”ƒ–‹‘•ǫ
ȋ Ȍ †Ǥ ƒƒ†„
ȋ Ȍ ‡Ǥ ƒǡ„ǡƒ†…

ʹǤ ”—‡‘”ˆƒŽ•‡ǫ—„‘’–‹‹œƒ–‹‘‘ˆ–‡‘……—”•‹‰Ž‘„ƒŽ’Žƒ‹‰ƒ†–”ƒ•’‘”–ƒ–‹‘…‘•–•Ǥ
ȋ Ȍ ”—‡
ȋ Ȍ ƒŽ•‡

͵Ǥ ”—‡‘”ˆƒŽ•‡ǫ‘—‹…ƒ–‹‘„‡–™‡‡•—’’Ž›…Šƒ‹’ƒ”–‡”•…ƒǯ––ƒ‡’Žƒ…‡‘†‹ˆˆ‡”‡–
Ž‡˜‡Ž•„‡…ƒ—•‡–Š‡Ž‡˜‡Ž‘ˆ…‘ŽŽƒ„‘”ƒ–‹‘ƒ†‹–‡•‹–›†‘‡•‘–˜ƒ”›Ǥ
ȋ Ȍ ”—‡
ȋ Ȍ ƒŽ•‡

ͶǤ Žƒ…‡–Š‡ƒ‡‘ˆ–Š‡–›’‡‘ˆ‰‘‘†‹–Š‡ƒ’’”‘’”‹ƒ–‡“—ƒ†”ƒ–„‡Ž‘™Ǥ
High
Difficulty (Supply Risk)

Low

Low High
Strategic Importance (Profit Impact)

ͷǤ ”—‡‘”ˆƒŽ•‡ǫŠ‡”‘Ž‡‘ˆƒ”‡–‹‰‹•Ž‹‹–‡†‘•–Ž›–‘ƒ†˜‡”–‹•‹‰ƒ†’”‘‘–‹‰–Š‡
’”‘†—…–Ǥ
ȋ Ȍ ”—‡
ȋ Ȍ ƒŽ•‡


© 2016 APICS 1-177 Version 4.0, 2016 Edition

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Module 1: Supply Chain Design

͸Ǥ ”—‡‘”ˆƒŽ•‡ǫƒ”‡–”‡•‡ƒ”…Š‡†•ƒˆ–‡”ƒ’”‘†—…–Š‹–•–Š‡•–‘”‡•Š‡Ž˜‡•Ǥ
ȋ Ȍ ”—‡
ȋ Ȍ ƒŽ•‡



© 2016 APICS 1-178 Version 4.0, 2016 Edition

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 Section B: Design the Supply Chain

Progress check answers

ͳǤ ‡ȋ’ǤͳǦͳ͸͸Ȍ
ʹǤ ”—‡ȋ’ǤͳǦͳ͹ͲȌ
͵Ǥ ƒŽ•‡ȋ’ǤͳǦͳ͹ʹȌ
ͶǤ ‘’ƒ”‡›‘—”ƒ•™‡”•–‘šŠ‹„‹–ͳǦ͵ͳ‘’ƒ‰‡ͳǦͳ͹ͷǤ
ͷǤ ƒŽ•‡ȋ’ǤͳǦͳͶͷȌ
͸Ǥ ƒŽ•‡ȋ’ǤͳǦͳͶ͹Ȍ

© 2016 APICS 1-179 Version 4.0, 2016 Edition

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Chapter 2: Supply Chain Design

This chapter is designed to

i †‡”•–ƒ†Š‘™„—•‹‡•••–”ƒ–‡‰›‹•–”ƒ•Žƒ–‡†‹–‘•—’’Ž›…Šƒ‹
‡–™‘”†‡•‹‰
i Š‘™Š‘™•—’’Ž›…Šƒ‹‡–™‘”‘’–‹‹œƒ–‹‘†‡’‡†•‘ƒ
…‘’ƒ›ǯ••–ƒ‰‡‘ˆ•—’’Ž›…Šƒ‹†‡˜‡Ž‘’‡–ƒ†Šƒ•‹’Ž‹…ƒ–‹‘•
ˆ‘”–Š‡–›’‡•‘ˆ–‡…Š‘Ž‘‰›‹–…ƒ—•‡
i ‡•…”‹„‡–Š‡†‡•‹‰’”‘…‡••ƒ†‹†‡–‹ˆ›–Š‡…‘–”‹„—–‹‘‘ˆ†‡•‹‰
–‘’”‘†—…–…‘•–ƒ††‡Ž‹˜‡”›…‘•–
i ‘–”ƒ•––”ƒ†‹–‹‘ƒŽDz‘˜‡”Ǧ–Š‡Ǧ™ƒŽŽdz†‡•‹‰™‹–Š…‘ŽŽƒ„‘”ƒ–‹˜‡
†‡•‹‰ˆ‘”–Š‡•—’’Ž›…Šƒ‹
i š’Žƒ‹–Š‡ˆ‡ƒ–—”‡•ǡ„‡‡ˆ‹–•ǡƒ†–”ƒ†‡‘ˆˆ•‘ˆ˜ƒ”‹‘—•ƒ’’”‘ƒ…Š‡•
–‘†‡•‹‰ǡ‹…Ž—†‹‰†‡•‹‰ˆ‘”Ž‘‰‹•–‹…•‘ˆ–Š‡•—’’Ž›…Šƒ‹ǡƒ†
†‡•‹‰ƒ’’”‘ƒ…Š‡•–Šƒ–ˆ‘…—•‘•–ƒ†ƒ”†‹œƒ–‹‘ǡ•‹’Ž‹ˆ‹…ƒ–‹‘ǡ
…—•–‘‹œƒ–‹‘ǡ“—ƒŽ‹–›ǡƒ†•—•–ƒ‹ƒ„‹Ž‹–›…‘•‹†‡”ƒ–‹‘•
i ‡•…”‹„‡–Š‡Ž‡˜‡Ž•‘ˆ•—’’Ž‹‡”‹˜‘Ž˜‡‡–‹’”‘†—…–†‡•‹‰ƒ†
‡š’Žƒ‹–Š‡–”‡†–‘™ƒ”†•—’’Ž‹‡”‹–‡‰”ƒ–‹‘
i ‡•…”‹„‡–Š‡”‘Ž‡‘ˆ•‡ŽŽ‹‰–Š”‘—‰Š‘—–ƒ’”‘†—…–ǯ•Ž‹ˆ‡…›…Ž‡
i š’Žƒ‹–Š‡‡‡†ˆ‘”ƒ†„ƒ•‹…ƒ’’”‘ƒ…Š‡•–‘ƒ–…Š‹‰…—•–‘‡”
‘”†‡”•–‘•—’’Ž›
i ‡•…”‹„‡–Š‡̺‘†‡Žƒ†‹–•—•‡ˆ‘”‹’”‘˜‹‰•—’’Ž›…Šƒ‹•
i †‡–‹ˆ›’‡”ˆ‘”ƒ…‡ƒ––”‹„—–‡•ƒ†‡˜‡ŽǦͳ‡–”‹…•Ǥ

Š‡‹–…‘‡•–‘†‡•‹‰‹‰ƒ•—’’Ž›…Šƒ‹ǡ–Š‡”‡ƒ”‡•–ƒ†ƒ”†ˆƒ…–‘”•–‘
–ƒ‡‹–‘…‘•‹†‡”ƒ–‹‘ǡ•Š‘™„›Š‘™–Š‡›ƒ”‡„”‘‡†‘™‹–‘–Š‡
–‘’‹…•‹–Š‹•…Šƒ’–‡”ǣ
i ‘’‹…ͳ
i ”ƒ•Žƒ–‹‰•–”ƒ–‡‰›‹–‘†‡•‹‰
i —’’Ž›…Šƒ‹‡–™‘”†‡•‹‰
i ‡–™‘”…‘ˆ‹‰—”ƒ–‹‘
i ‘’‹…ʹ
i ˜‡–‘”›Ž‘…ƒ–‹‘ƒ†Ž‡˜‡Ž•
i —’’Ž›…Šƒ‹–‡…Š‘Ž‘‰›
i ‡–”‹…•†‡•‹‰
i ‘’‹…͵ǣƒŽƒ…‹‰‡ˆˆ‹…‹‡…›™‹–Š”‡•’‘•‹˜‡‡••
i ‘’‹…Ͷǣ”‘†—…–†‡•‹‰
i ‘’‹…ͷǣ‡–™‘”‘’–‹‹œƒ–‹‘

‘ŽŽ‡…–‹˜‡Ž›ǡ–Š‡†‡…‹•‹‘•ƒ†‡”‡‰ƒ”†‹‰‡ƒ…Š‘ˆ–Š‡•‡ˆƒ…–‘”••Š‘—Ž†
ƒŽ™ƒ›••—’’‘”––Š‡‘”‰ƒ‹œƒ–‹‘ƒŽ•–”ƒ–‡‰›ƒ†–Š‡•—’’Ž›…Šƒ‹•–”ƒ–‡‰›Ǥ

© 2016 APICS 1-180 Version 4.0, 2016 Edition

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 Section B: Design the Supply Chain

Topic 1: Supply Chain Design and Configuration

Translating ‘˜‹‰ˆ‘”™ƒ”†ˆ”‘–Š‡˜ƒ”‹‘—•„—•‹‡••…‘•‹†‡”ƒ–‹‘•ˆ”‘–Š‡
strategy into ’”‹‘”…Šƒ’–‡”ǡ–Š‡‡š–•–‡’‹•–‘–”ƒ•Žƒ–‡–Š‡•—’’Ž›…Šƒ‹•–”ƒ–‡‰›
design †‹•…—••‡†‹‡…–‹‘ǡDz‡˜‡Ž‘’–Š‡—’’Ž›Šƒ‹–”ƒ–‡‰›ǡdz‹–‘ƒ
‘”‡–ƒ…–‹…ƒŽǡ‰”ƒ—Žƒ”Ž‡˜‡Ž‘ˆ’Žƒ‹‰ǣ•—’’Ž›…Šƒ‹†‡•‹‰ƒ†
…‘ˆ‹‰—”ƒ–‹‘Ǥ

Š‡APICS DictionaryǡͳͶ–Š‡†‹–‹‘ǡ†‡ˆ‹‡•supply chain designƒ•
Dz–Š‡†‡–‡”‹ƒ–‹‘‘ˆŠ‘™–‘•–”—…–—”‡ƒ•—’’Ž›…Šƒ‹Ǥ‡•‹‰
†‡…‹•‹‘•‹…Ž—†‡–Š‡•‡Ž‡…–‹‘‘ˆ’ƒ”–‡”•ǡ–Š‡Ž‘…ƒ–‹‘ƒ†…ƒ’ƒ…‹–›‘ˆ
™ƒ”‡Š‘—•‡ƒ†’”‘†—…–‹‘ˆƒ…‹Ž‹–‹‡•ǡ–Š‡’”‘†—…–•ǡ–Š‡‘†‡•‘ˆ
–”ƒ•’‘”–ƒ–‹‘ǡƒ†•—’’‘”–‹‰‹ˆ‘”ƒ–‹‘•›•–‡•Ǥdz

ˆ–‡”†‡˜‡Ž‘’‹‰„—•‹‡••ǡ‘”‰ƒ‹œƒ–‹‘ƒŽǡƒ†•—’’Ž›…Šƒ‹•–”ƒ–‡‰‹‡•ǡ
–Š‡‘”‰ƒ‹œƒ–‹‘Ȅ‘”–Š‡–”ƒ†‹‰’ƒ”–‡”•…‘ŽŽ‡…–‹˜‡Ž›Ȅ‡‡†–‘
•—’’‘”––Š‡„”‘ƒ†•–”ƒ–‡‰‹‡•„›†‡ˆ‹‹‰‡ƒ•—”ƒ„Ž‡‘„Œ‡…–‹˜‡•ˆ‘”
‡ƒ…Šƒƒ‰‡”ƒŽ‘‰–Š‡•—’’Ž›…Šƒ‹Ǥ‘„‘””‘™ˆ”‘–Š‡‘†‡Žǡ
–Š‡’”‘…‡••‹••–‹ŽŽ‹–Š‡Dz’Žƒdz’Šƒ•‡ǡ™Š‡‘„Œ‡…–‹˜‡•ƒ”‡†‡ˆ‹‡†Ǥ
Š‹•’Šƒ•‡•‡–•–Š‡†‹”‡…–‹‘ˆ‘”ƒŽŽ–Š‡‘–Š‡”’”‘…‡••‡•Ȅ•‘—”…‡ǡƒ‡ǡ
†‡Ž‹˜‡”ǡ”‡–—”ǡƒ†‡ƒ„Ž‡Ǥ–”ƒ–‡‰›ƒ†‘„Œ‡…–‹˜‡•ƒ”‡†‡˜‡Ž‘’‡†ˆ‹”•–
ƒ––‘’ƒƒ‰‡‡–Ž‡˜‡Ž•ƒ†ˆ‹Ž–‡”†‘™–Š”‘—‰Š–Š‡Ž‡˜‡Ž•‘ˆ
ƒƒ‰‡‡–‘‡ƒ…Š–”ƒ†‹‰’ƒ”–‡”ǯ•‘”‰ƒ‹œƒ–‹‘…Šƒ”–Ǥ

–ǯ•–‡’–‹‰–‘•ƒ›–Šƒ–ƒŽŽ†‡…‹•‹‘•ƒˆˆ‡…–‹‰–Š‡•—’’Ž›…Šƒ‹•Š‘—Ž†
„‡„ƒ•‡†‘‘”‰ƒ‹œƒ–‹‘ƒŽƒ†•—’’Ž›…Šƒ‹•–”ƒ–‡‰‹‡•Ǥ—–‹–ǯ•‘”‡
”‡ƒŽ‹•–‹…–‘•ƒ›–Šƒ––Š‡†‡…‹•‹‘•ƒ†•–”ƒ–‡‰›•Š‘—Ž†„‡…‘•‹•–‡–ǡ
„‡…ƒ—•‡–Š‹•‹•ƒƒŽ‘‰‘—•–‘–Š‡Dz™Š‹…Š…ƒ‡ˆ‹”•–Ȅ–Š‡…Š‹…‡‘”–Š‡
‡‰‰dz’—œœŽ‡ǤŠ‹…Š‡˜‡”™ƒ››‘—Ž‘‘ƒ––Š‡ƒ––‡”ǡŠ‘™‡˜‡”ǡ’”‹‘”‹–‹‡•
—•–„‡•‡–•–”ƒ–‡‰‹…ƒŽŽ›Ǥ‡ǯŽŽŽ‘‘ƒ––Š‡™ƒ›–Šƒ–•–”ƒ–‡‰‹…†‡…‹•‹‘•
ƒ”‡ƒ†‡‹”‡‰ƒ”†–‘…—•–‘‡”•ƒ†ƒ”‡–•ǡ–‡…Š‘Ž‘‰›ǡ‡›
’”‘…‡••‡•ǡƒ†•‘—”…‹‰Ǥ

Customer and —’’Ž›…Šƒ‹••Š‘—Ž†„‡…‘ˆ‹‰—”‡†–‘”‡ˆŽ‡…–…—•–‘‡”•ǯ‡‡†•ƒ•™‡ŽŽ
market decisions ƒ•–”ƒ†‹‰’ƒ”–‡”•ǯ…ƒ’ƒ…‹–‹‡•ǤŠ‡”‡‹•‘—‹˜‡”•ƒŽŽ›ƒ’’”‘’”‹ƒ–‡
•—’’Ž›…Šƒ‹•–”ƒ–‡‰›Ǥ‡‡šƒ’Ž‡‘ˆ–Š‹•˜ƒ”‹ƒ„‹Ž‹–›‹•†‹–‡šǡ™Š‹…Š
Š‘Ž†••‡˜‡”ƒŽˆƒ•Š‹‘„”ƒ†•‹…Ž—†‹‰—ŽŽƬ‡ƒ”ǡƒ••‹‘—––‹ǡ
–”ƒ†‹˜ƒ”‹—•ǡ›•Š‘ǡƒ†‘–ƒ„Ž›–Š‡’ƒ‹•Š…Ž‘–Š‹‡”ƒ”ƒǤ•‘‡‘ˆ
ˆ‹˜‡†‹–‡š„”ƒ†•™‹–Šƒ•‹‹Žƒ”‘†‡Žǡƒ”ƒŠƒ•–™‘†‹•–‹…–•—’’Ž›
…Šƒ‹•ǣ‘‡ˆ‘”‹–•‘”‡ˆ—…–‹‘ƒŽ’”‘†—…–•ƒ†–Š‡‘–Š‡”ˆ‘”‹–•
ˆƒ•Š‹‘’”‘†—…–•Ǥ…‘’ƒ›™‹–Š—Ž–‹’Ž‡’”‘†—…–Ž‹‡•‡‡†•–‘
…‘†—…–ƒ…ƒ”‡ˆ—Žƒ”‡–ƒ••‡••‡–ƒ†ƒ–…Š—Ž–‹’Ž‡•—’’Ž›…Šƒ‹•
–‘–Š‡•–”ƒ–‡‰›–Šƒ–‹•”‹‰Š–ˆ‘”‡ƒ…Šƒ”‡–Ǥ

© 2016 APICS 1-181 Version 4.0, 2016 Edition

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Module 1: Supply Chain Design

Technology ‹…‡–‡…Š‘Ž‘‰›Šƒ•„‡…‘‡–Š‡’‘™‡”ˆ—Žˆ‘”…‡–Šƒ–‡š–‡†••—’’Ž›
decisions …Šƒ‹˜‹•‹„‹Ž‹–›ƒ…”‘••—Ž–‹’Ž‡–‹‡”•™Š‹Ž‡’”‘˜‹†‹‰™‘”Ž†Ǧ•Š”‹‹‰
˜‡Ž‘…‹–›ǡ‹–ƒŽ™ƒ›•†‡•‡”˜‡••‡”‹‘—•…‘•‹†‡”ƒ–‹‘ƒ•ƒƒ‹†–‘ƒ…Š‹‡˜‹‰
•–”ƒ–‡‰‹…‘„Œ‡…–‹˜‡•Ǥ–ǯ•„‡‡ˆ‹…‹ƒŽ–‘™‡‹‰Š–Š‡ƒ†˜ƒ–ƒ‰‡•ƒ†
†‹•ƒ†˜ƒ–ƒ‰‡•‘ˆ–‡…Š‘Ž‘‰›‘”…‘†—…–ƒ…‘•–Ǧ„‡‡ˆ‹–ƒƒŽ›•‹•Ǥ‹…‡
–‡…Š‘Ž‘‰›‹•‡š’‡•‹˜‡–‘‹•–ƒŽŽ‘”Ž‡ƒ•‡ǡ•‘‡–‹‡•†‹ˆˆ‹…—Ž––‘Ž‡ƒ”ǡ
ƒ†ǡˆ‘”•‘‡ǡ†‘™”‹‰Š––Š”‡ƒ–‡‹‰ǡ‹–ǯ•‹’‘”–ƒ––‘ƒ‡‹ˆ‘”‡†
…Š‘‹…‡•ǤŠ‡ƒƒŽ›œ‹‰ƒ†…‘’ƒ”‹‰†‹ˆˆ‡”‡–˜‡†‘”•‘ˆ–™ƒ”‡
’ƒ…ƒ‰‡•–‘†‡–‡”‹‡‹ˆ–Š‡›ƒ”‡ƒ‰‘‘†ˆ‹–ˆ‘”›‘—”’ƒ”–‹…—Žƒ”‡‡†•ǡƒ
‰‘‘†”—Ž‡‘ˆ–Š—„‹•–Šƒ–›‘—•Š‘—Ž†Ž‘‘ˆ‘”’ƒ…ƒ‰‡•–Šƒ–‡‡–ƒ–
Ž‡ƒ•–ͺͲ’‡”…‡–‘ˆ›‘—”‡‡†•Dz‘—–‘ˆ–Š‡„‘šdz„›™ƒ›‘ˆ•–ƒ†ƒ”†
…‘ˆ‹‰—”ƒ–‹‘ǤŠ‡”‡ƒ‹‹‰ʹͲ’‡”…‡–…ƒ„‡‡––Š”‘—‰Š…—•–‘‹Ǧ
œƒ–‹‘‘ˆ–Š‡’”‘†—…–„››‘—”…‘’ƒ›Ǥ‡ƒŽ‹œ‡–Šƒ–‘•–˜‡†‘”
’ƒ…ƒ‰‡•ƒ”‡„—‹Ž–„ƒ•‡†‘„‡•–Ǧ‘™‹†—•–”›‡–Š‘†•ǡ•‘Ž‘‘Šƒ”†
ƒ–›‘—”‘™„—•‹‡••’”‘…‡••‡•ƒ†™Š‡–Š‡”–Š‡›‡‡†–‘„‡…Šƒ‰‡†
’”‹‘”–‘…—•–‘‹œ‹‰Ǥ—•–‘‹œ‹‰‹•‡š’‡•‹˜‡ƒ†™‹ŽŽ‹…”‡ƒ•‡–Š‡–‘–ƒŽ
…‘•–‘ˆ‘™‡”•Š‹’–‘›‘—‘˜‡”–Š‡Ž‹ˆ‡–‹‡‘ˆ–Š‡’”‘†—…–ǡ†—‡–‘
ƒ††‹–‹‘ƒŽ–‡•–‹‰ǡ—’‰”ƒ†‡†‹ˆˆ‹…—Ž–‹‡•ǡ‡–…Ǥƒ›…‘’ƒ‹‡•Šƒ˜‡ˆƒ…‡†
‡š’‡•‹˜‡–‡…Š‘Ž‘‰›‹••—‡•„‡…ƒ—•‡–Š‡›…—•–‘‹œ‡†•‘ˆ–™ƒ”‡™Š‡
–Š‡›•Š‘—Ž†Šƒ˜‡—’†ƒ–‡†ƒ†…Šƒ‰‡†–Š‡‹”„—•‹‡••’”‘…‡••‡•Ǥ

Š‡”‡‹•ƒŽ‘––‘…Š‘‘•‡ˆ”‘ǡ‹…Ž—†‹‰–‡…Š‘Ž‘‰›–Šƒ–…ƒ‹…”‡ƒ•‡–Š‡
˜‡Ž‘…‹–›ƒ†ƒ……—”ƒ…›‘ˆ‹ˆ‘”ƒ–‹‘ˆŽ‘™•ǡ…ƒ•ŠˆŽ‘™•ǡ…Š‡…‘—–
’”‘…‡••‡•ǡ‹˜‡–‘”›–”ƒ…‹‰ǡ’”‘†—…–‹‘•…Š‡†—Ž‹‰Ȅ˜‹”–—ƒŽŽ›ƒ›
’”‘…‡••‘ˆƒ›Ž‡‰–Š‹•‹†‡–Š‡•—’’Ž›…Šƒ‹ǤŠƒ–‡˜‡”–Š‡’”‘…‡••
›‘—ǯ”‡ƒ‹‹‰–‘‹’”‘˜‡ǡ–‡…Š‘Ž‘‰›…ƒƒŽ‘•–…‡”–ƒ‹Ž›Š‡Ž’Ǥ—–‹–
Šƒ•–‘„‡•‡Ž‡…–‡†„›•’‡…‹ƒŽ‹•–•™Š‘‘™™Šƒ–‹•…—””‡–ƒ†…ƒ‰—‹†‡
’”‘…‡•••–ƒ‡Š‘Ž†‡”•‹…Š‘‘•‹‰–Š‡”‹‰Š–Šƒ”†™ƒ”‡ƒ†•‘ˆ–™ƒ”‡ƒ––Š‡
”‹‰Š–’”‹…‡–‘…‘ˆ‘”–‘‘˜‡”ƒŽŽ•–”ƒ–‡‰›ǤŠ‡…‘ŽŽƒ–‡”ƒŽ‡ˆˆ‡…–•‘ˆ‡™
–‡…Š‘Ž‘‰›Šƒ˜‡–‘„‡–ƒ‡‹–‘ƒ……‘—–ƒ•™‡ŽŽǤŠ‡–Š‡‘”›‘ˆ
…‘•–”ƒ‹–•–‡ŽŽ•—•–Šƒ––Š‡”‡‹•‘’‘‹–‹„—›‹‰‡š’‡•‹˜‡Šƒ”†™ƒ”‡
ƒ†•‘ˆ–™ƒ”‡–‘•’‡‡†—’–Š‡ˆŽ‘™‘ˆ‹ˆ‘”ƒ–‹‘ǡƒ–‡”‹ƒŽ•ǡ‘”’ƒ›‡–•
‹ˆ–Š‡›™‹ŽŽŒ—•–„‡•‡–•’‡‡†‹‰‹–‘ƒ„‘––Ž‡‡…ȋ‘”…‘•–”ƒ‹–Ȍ–Šƒ–
™‹ŽŽ•–‘’–Š‡‹”’”‘‰”‡••Ǥ‘•–‹’‘”–ƒ–Ž›ǡ‡ƒ…Š‘”‰ƒ‹œƒ–‹‘‡‡†•–Š‡
”‹‰Š––‡…Š‘Ž‘‰›ƒ’’Ž‹‡†–‘–Š‡”‹‰Š–’”‘…‡••„›–Š‡”‹‰Š–’‡‘’Ž‡Ǥ‘—™‹ŽŽ
Ž‡ƒ”‘”‡ƒ„‘—––‡…Š‘Ž‘‰›ƒ˜ƒ‹Žƒ„Ž‡ˆ‘”•—’’Ž›…Šƒ‹•‹Šƒ’–‡”͵Ǥ

Process decisions •—’’Ž›…Šƒ‹‹•ƒ•‡–‘ˆ’”‘…‡••‡•ǡƒ†–Š‡›…ƒ„‡ˆ‹‡Ǧ–—‡†–‘•—‹–
‡ƒ…Š…—•–‘‡”•‡‰‡–ǤŠ‡’Žƒ‹‰‹’”‘˜‡‡–‹‹–‹ƒ–‹˜‡•ǡ
•‡Ž‡…––Š‡’”‘…‡••‡•–Šƒ–ƒ”‡…‡–”ƒŽ–‘–Š‡•—’’Ž›…Šƒ‹•–”ƒ–‡‰›ǡ
‡ƒ•—”‡ƒ†„‡…Šƒ”–Š‡ǡƒ†ˆ‘…—•›‘—”ƒ––‡–‹‘‘‘‡
’”‘…‡••‘”ƒ•ƒŽŽƒƒ‰‡ƒ„Ž‡—„‡”‘ˆ’”‘…‡••‡•Ǥ


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 Section B: Design the Supply Chain

Sourcing Š‡APICS DictionaryǡͳͶ–Š‡†‹–‹‘ǡ†‡ˆ‹‡•sourcing ƒ•Dz–Š‡’”‘…‡••‘ˆ

‹†‡–‹ˆ›‹‰ƒ…‘’ƒ›–Šƒ–’”‘˜‹†‡•ƒ‡‡†‡†‰‘‘†‘”•‡”˜‹…‡Ǥdz‘—”…‹‰
‹˜‘Ž˜‡•…‘’Ž‡šǡ…ŠƒŽŽ‡‰‹‰†‡…‹•‹‘•Ǥƒ—ˆƒ…–—”‡†‰‘‘†•ǡ…‘’‘Ǧ
‡–•ǡƒ†•‡”˜‹…‡•…ƒ„‡ƒ…“—‹”‡†„›’—”…Šƒ•‹‰ˆ”‘ƒ…‘’ƒ›–Šƒ–
†‡Ž‹˜‡”•–Š‡„›ƒƒ”ǯ•Ž‡‰–Š–”ƒ•ƒ…–‹‘‘”„›‘—–•‘—”…‹‰Ǥ

Š‡–”‡†‹–Š‡Žƒ––‡”†‡…ƒ†‡•‘ˆ–Š‡ʹͲ–Š…‡–—”›ƒ†‡ƒ”Ž›‹–Š‹•
…‡–—”›Šƒ•„‡‡–‘™ƒ”†…‘–”ƒ…–‹‰‘—–‘Ǧ…‘”‡ƒ…–‹˜‹–‹‡•–‘•—’’Ž›
…Šƒ‹’ƒ”–‡”•ǤŠ‡•‡’ƒ”–‡”•ƒ›„‡Ž‘…ƒ–‡†‡ƒ”ƒ–Šƒ†‘”‘ˆˆ•Š‘”‡Ǥ
••—’’Ž›…Šƒ‹•‰”‘™‹Ž‡‰–Šƒ†‰Ž‘„ƒŽ†‹•’‡”•‹‘ǡ–Š‡›…ƒŽ‘…ƒ–‡
‡ƒ…Š’ƒ”–‡”‹–Š‡…‘—–”›‘””‡‰‹‘„‡•–•—‹–‡†„›…Ž‹ƒ–‡ǡ…—Ž–—”‡ǡ
”‡•‘—”…‡•ǡ–ƒš’‘Ž‹…›ǡ‡–…Ǥǡ–‘•—’’‘”–‡ƒ…Š•’‡…‹ˆ‹…ƒ…–‹˜‹–›Ǥ––Š‹•–‹‡ǡ‹–
”‡ƒ‹•–‘„‡•‡‡™Š‡–Š‡””‹•‹‰ˆ—‡Žƒ†–”ƒ•’‘”–ƒ–‹‘…‘•–•™‹ŽŽ’—–ƒ
Ž‹‹–‘–Š‡Ž‡‰–Š‘ˆ•—’’Ž›…Šƒ‹•Ǥ

—–•‘—”…‹‰™ƒ•‹‹–‹ƒŽŽ›ƒ•–”ƒ–‡‰›‹ƒ—ˆƒ…–—”‹‰•—’’Ž›…Šƒ‹•Ǥ
‘™‡˜‡”ǡƒ†˜ƒ…‡•‹…‘’—–‡”Šƒ”†™ƒ”‡ƒ†•‘ˆ–™ƒ”‡ƒ†‰Ž‘„ƒŽ
„”‘ƒ†„ƒ†‡–™‘”‹‰Šƒ•‡ƒ„Ž‡†‰Ž‘„ƒŽ‘—–•‘—”…‹‰‘ˆ•‡”˜‹…‡
ƒ…–‹˜‹–‹‡•ǡ•—…Šƒ•Š‡Ž’†‡••ǡƒ……‘—–‹‰ǡƒ†‡†‹…ƒŽ–‡•–‹‰Ǥ
……‘—–‹‰ƒ…–‹˜‹–‹‡•ǡˆ‘”‡šƒ’Ž‡ǡ…ƒ„‡…ƒ””‹‡†‘—–ƒ…”‘••—Ž–‹’Ž‡
–‹‡œ‘‡•Ǥ‘”‹‰ŠƒŽˆƒ™‘”Ž†ƒ™ƒ›™‹–Š‹‡†‹ƒ–‡‹–‡”‡–ˆ‹Ž‡
–”ƒ•ˆ‡”•ǡƒ†ƒ›Ǧ•Š‹ˆ–ƒ……‘—–ƒ–…ƒ’‡”ˆ‘”•‡”˜‹…‡•†—”‹‰–Š‡
…—•–‘‡”ǯ•‹‰Š––‹‡Š‘—”•Ǥ‘…—‡–•…ƒ„‡‡Ǧƒ‹Ž‡†ƒ…”‘••‘…‡ƒ•
ˆƒ•–‡”–Šƒ–Š‡›…ƒ„‡’”‹–‡†‘—–ƒ†…ƒ””‹‡†–‘ƒ‘ˆˆ‹…‡†‘™–Š‡ŠƒŽŽǤ

‘—™‹ŽŽŽ‡ƒ”‘”‡ƒ„‘—–…‘–”ƒ…–‹‰ȋ‹…Ž—†‹‰‘—–•‘—”…‹‰Ȍ‹‘†—Ž‡
ʹǡ‡…–‹‘ǡŠƒ’–‡”ͶDz—’’Ž›ƒƒ‰‡‡–Ǥdz

Flow of ‘—”„ƒ•‹…ˆŽ‘™•…‘‡…––Š‡•—’’Ž›…Šƒ‹‡–‹–‹‡•–‘‰‡–Š‡”ǣ
inventory, funds, i Š‡flow of information„ƒ…ƒ†ˆ‘”–ŠƒŽ‘‰–Š‡•—’’Ž›…Šƒ‹ȋƒŽ•‘
and information „ƒ…ƒ†ˆ‘”–Š™‹–Š‹–Š‡‡–‹–‹‡•ƒ†„‡–™‡‡–Š‡…Šƒ‹ƒ†‡š–‡”ƒŽ
‡–‹–‹‡•ǡ•—…Šƒ•‰‘˜‡”‡–•ǡƒ”‡–•ǡƒ†…‘’‡–‹–‘”•Ȍ
i Š‡primary product flow, ‹…Ž—†‹‰’Š›•‹…ƒŽƒ–‡”‹ƒŽ•ƒ†•‡”˜‹…‡•
ˆ”‘•—’’Ž‹‡”•–Š”‘—‰Š–Š‡‹–‡”‡†‹ƒ–‡‡–‹–‹‡•–Šƒ––”ƒ•ˆ‘”–Š‡
‹–‘…‘•—ƒ„Ž‡‹–‡•ˆ‘”†‹•–”‹„—–‹‘–‘–Š‡ˆ‹ƒŽ…—•–‘‡”
i Š‡primaryflow of cashˆ”‘–Š‡…—•–‘‡”„ƒ…—’•–”‡ƒ–‘™ƒ”†
–Š‡”ƒ™ƒ–‡”‹ƒŽ•—’’Ž‹‡”
i Š‡reverse flow of products returnedˆ‘””‡’ƒ‹”•ǡ”‡…›…Ž‹‰ǡ
”‡ƒ—ˆƒ…–—”‹‰ǡ‘”†‹•’‘•ƒŽȋŠ‹•‹•…ƒŽŽ‡†–Š‡”‡˜‡”•‡•—’’Ž›…Šƒ‹ǡ
ƒ†‹–‹•Šƒ†Ž‡†„›”‡˜‡”•‡Ž‘‰‹•–‹…•ǡ™Š‹…Š‹˜‘Ž˜‡•†‹ˆˆ‡”‡–
ƒ””ƒ‰‡‡–•–Šƒ–Š‡ˆ‘”™ƒ”†Ž‘‰‹•–‹…•–Šƒ–…ƒ””‹‡†ƒ–‡”‹ƒŽ•ƒ†
’”‘†—…–•‹–Š‡‘–Š‡”†‹”‡…–‹‘ǤŠ‹•–‘’‹…‹•†‹•…—••‡†‹‘”‡†‡–ƒ‹Ž
‹‘†—Ž‡ʹǡ‡…–‹‘ǡDzƒƒ‰‡‡˜‡”•‡‘‰‹•–‹…•ǤdzȌ

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Module 1: Supply Chain Design

—•–‘‡”‹ˆ‘”ƒ–‹‘ˆŽ‘™•–Š”‘—‰Š–Š‡‘”‰ƒ‹œƒ–‹‘ƒ†‡š–‡†‡†
‡–‡”’”‹•‡˜‹ƒ‘”†‡”•ǡ•ƒŽ‡•ƒ…–‹˜‹–›ǡƒ†ˆ‘”‡…ƒ•–•Ǥ•’”‘†—…–•ƒ†
ƒ–‡”‹ƒŽ•ƒ”‡’”‘…—”‡†ǡƒ˜ƒŽ—‡Ǧƒ††‡†ˆŽ‘™‘ˆ‰‘‘†•„‡‰‹•ǤšŠ‹„‹–ͳǦ
͵͵‹ŽŽ—•–”ƒ–‡•–Šƒ––Š‡‘”‰ƒ‹œƒ–‹‘ǯ•‹ˆ‘”ƒ–‹‘•›•–‡ƒ”…Š‹–‡…–—”‡
ȋ†‡ˆ‹‡†„‡Ž‘™Ȍ—•–Šƒ˜‡‹–‡”ƒŽ’”‘…‡••‹–‡‰”ƒ–‹‘ƒ†
…‘ŽŽƒ„‘”ƒ–‹‘„‡–™‡‡ˆ—…–‹‘•ƒ•™‡ŽŽƒ•ƒŽ‹‰‡–ƒ†‹–‡‰”ƒ–‹‘
ƒ…”‘••–Š‡•—’’Ž›…Šƒ‹Ǥ

Exhibit 1-33: Goods and Information Flows in an Integrated Enterprise

Information System Architecture

Suppliers Customers

Production Marketing/
Suppliers Purchasing Logistics R&D Distribution Customers
control sales

Suppliers Customers
Materials/
Payments
products/services
Reverse product flow

†‡”•–ƒ†‹‰Š‘™–Š‡•‡ˆŽ‘™•–‘—…Šƒ›‹–‡”ƒŽƒ†‡š–‡”ƒŽ
’ƒ”–‹‡•Š‡Ž’••—’’Ž›…Šƒ‹ƒƒ‰‡”•†‡–‡”‹‡™Š‘™‹ŽŽ„‡ƒˆˆ‡…–‡†„›
ƒ•—’’Ž›…Šƒ‹†‡•‹‰ƒ†–Š—•™Š‘‡‡†•–‘„‡‹˜‘Ž˜‡†‹–Š‡†‡•‹‰
‡ˆˆ‘”–Ǥ

Supply chain —’’Ž›…Šƒ‹‡–™‘”†‡•‹‰ƒ†…‘ˆ‹‰—”ƒ–‹‘‹…Ž—†‡•‹ˆ‘”ƒ–‹‘
network design ˆŽ‘™†‡•‹‰ǡƒŒ‘”•‘—”…‹‰†‡…‹•‹‘•ǡ‹…Ž—†‹‰–Š‡—„‡”ǡŽ‘…ƒ–‹‘•ǡ
ƒ†•‹œ‡‘ˆ™ƒ”‡Š‘—•‡•ƒ†–Š‡’”‘š‹‹–›‘ˆ”‡–ƒ‹Ž‘—–Ž‡–•ǤŠ‡‰‘ƒŽ‘ˆ
‡–™‘”†‡•‹‰ƒ†…‘ˆ‹‰—”ƒ–‹‘‹•–‘’”‘‘–‡‡ˆˆ‹…‹‡…›ǤŠ‹•‹•†‘‡
„›’‘•‹–‹‘‹‰ƒ†ƒƒ‰‹‰‹˜‡–‘”›‡ˆˆ‡…–‹˜‡Ž›ƒ†—–‹Ž‹œ‹‰
”‡•‘—”…‡•ƒ’’”‘’”‹ƒ–‡Ž›Ǥ‹…‡–Š‡‹ˆ‘”ƒ–‹‘•›•–‡ƒ”…Š‹–‡…–—”‡
‡ƒ„Ž‡•˜ƒ”‹‘—•†‡’ƒ”–‡–•ƒ†‡š–‡”ƒŽ’ƒ”–‡”•–‘„‡…‘‡ƒ
—‹ˆ‹‡†™Š‘Ž‡ǡ•—’’Ž›…Šƒ‹‡–™‘”†‡•‹‰‹•ƒ††”‡••‡†ˆ‹”•–Ǥ
‘™‡˜‡”ǡ•‹…‡‹ˆ‘”ƒ–‹‘•–”ƒ–‡‰›‹•…Ž‘•‡Ž›–‹‡†–‘‡–™‘”†‡•‹‰
ƒ†…‘ˆ‹‰—”ƒ–‹‘ǡ–Š‹••‡…–‹‘™‹ŽŽ•Š‘™Š‘™‘”‰ƒ‹œƒ–‹‘•ƒ›‰‘‹
†‹ˆˆ‡”‡–†‹”‡…–‹‘•™‹–Š–Š‡‹”‹ˆ‘”ƒ–‹‘•›•–‡•†‡’‡†‹‰‘
™Š‡–Š‡”–Š‡‹”…‘’‡–‹–‹˜‡„ƒ•‹•‹•‡ˆˆ‹…‹‡–ȋ‹Ǥ‡Ǥǡ…‘•–Ǧ„ƒ•‹•‘”Ž‡ƒȌǡ
”‡•’‘•‹˜‡ǡ…—•–‘‡”Ǧˆ‘…—•‡†ǡƒ†Ȁ‘”•‘‡‘–Š‡”‹š‘ˆ’”‹‘”‹–‹‡•Ǥ

Information systems šŠ‹„‹–ͳǦ͵Ͷ‘–Š‡‡š–’ƒ‰‡’”‘˜‹†‡•ƒ‘˜‡”˜‹‡™‘ˆŠ‘™–Š‡
architecture ‡Ž‡‡–•‘ˆ–Š‡‹ˆ‘”ƒ–‹‘•›•–‡•ƒ”‡†‡•‹‰‡†‹’ƒ”ƒŽŽ‡Ž–‘–Š‡
‘”‰ƒ‹œƒ–‹‘ǯ••–”ƒ–‡‰‹…ƒ†–ƒ…–‹…ƒŽ’Žƒ•ˆ‘”–Š‡‘”‰ƒ‹œƒ–‹‘ƒ†
‡š–‡†‡†•—’’Ž›…Šƒ‹Ǥ

© 2016 APICS 1-184 Version 4.0, 2016 Edition

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 Section B: Design the Supply Chain

Exhibit 1-34: Organizational Architecture and Information Systems Architecture

Organizational Architecture Information Systems Architecture

Organizational Strategy Information Strategy

i Mission, vision, strategy i Commitment, principles, goals
i Core competencies i Priorities: Efficient, responsive, customer-driven
i Segmentation i Vision of information system structure
Extended Supply Chain Strategy Extended Supply Chain Information Strategy
i Efficient, effective, flexible system i Vision and model of extended architecture
i Partner core competencies i Gap analysis
i Levels of trust and integration

Information Content Definition Information Policies and Controls

i Data entry, accuracy, and how long to store i Specific policies and controls, including
i Where to store, who can access, how to access governance methods and standards to
i How it is used and analyzed to make decisions ensure data integrity and system usefulness
Extended Supply Chain Business Model Extended Supply Chain Communications
i Strategic model of technology integration i Each channel partner enables required level of
i Market segment and product/service goals networking and communication
i Financial goals/measurements, profit allocation i Integration of partner policies, work processes,
i Distribution strategy (logistics and integration) and tasks and roles

Information Infrastructure Design Database, Networks, Software, Config.

i Database design
i Networking
i Software
i Configuration (e.g., hardware, client/server)
Extended Supply Chain Process Model
i Details of daily external processes
i Which partner does which processes
i Degree of process interaction (e.g., virtual org.)
i Specific number/type of databases
i Networking specifics (e.g., data communications)
i Specific software
i Configuration specifics (e.g., interfaces)
Extended Supply Chain Networking, etc.
i Technology prerequisites
i Interfaces to bridge technologies
i System reengineering and change management

Information Infrastructure Change Action Plan, Schedule, Prioritization

IT Change Requirements IT Action Plan

Extended Supply Chain IT Requirements Extended Supply Chain IT Action Plan

Š‡information system architecture‹•†‡ˆ‹‡†ƒ•


‘†‡Ž‘ˆŠ‘™–Š‡‘”‰ƒ‹œƒ–‹‘‘’‡”ƒ–‡•”‡‰ƒ”†‹‰‹ˆ‘”ƒ–‹‘Ǥ
Š‡‘†‡Ž…‘•‹†‡”•ˆ‘—”ˆƒ…–‘”•ǣȋͳȌ‘”‰ƒ‹œƒ–‹‘ƒŽˆ—…–‹‘•ǡȋʹȌ
…‘—‹…ƒ–‹‘‘ˆ…‘‘”†‹ƒ–‹‘”‡“—‹”‡‡–•ǡȋ͵Ȍ†ƒ–ƒ‘†‡Ž‹‰
‡‡†•ǡƒ†ȋͶȌƒƒ‰‡‡–ƒ†…‘–”‘Ž•–”—…–—”‡•ǤŠ‡
ƒ”…Š‹–‡…–—”‡‘ˆ–Š‡‹ˆ‘”ƒ–‹‘•›•–‡•Š‘—Ž†„‡ƒŽ‹‰‡†™‹–Šƒ†
ƒ–…Š–Š‡ƒ”…Š‹–‡…–—”‡‘ˆ–Š‡‘”‰ƒ‹œƒ–‹‘ȋAPICS DictionaryǡͳͶ–Š
‡†‹–‹‘ȌǤ

© 2016 APICS 1-185 Version 4.0, 2016 Edition

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Module 1: Supply Chain Design

ƒ…Š‘ˆ–Š‡…ƒ–‡‰‘”‹‡•‹šŠ‹„‹–ͳǦ͵Ͷ‹•‡š’Žƒ‹‡†ˆ—”–Š‡”Ǥ

Organizational ‹‡ƒŽŽ‘–Š‡”’ƒ”–•‘ˆ–Š‡•—’’Ž›…Šƒ‹ǡ•—’’Ž›…Šƒ‹‡–™‘”†‡•‹‰
strategy ˆ‘”ƒŽŽ‹ˆ‘”ƒ–‹‘•›•–‡•ƒ†–‡…Š‘Ž‘‰›•Š‘—Ž†„‡„ƒ•‡†‘ǡƒ†
ƒŽ‹‰™‹–Šǡƒ‘”‰ƒ‹œƒ–‹‘ǯ•‘˜‡”ƒŽŽ•–”ƒ–‡‰›Ǥˆƒ…‘’ƒ›ǯ•ˆ‘…—•
…Šƒ‰‡•ǡ–Š‡‹ˆ‘”ƒ–‹‘•›•–‡ƒ”…Š‹–‡…–—”‡•Š‘—Ž†–Š‡„‡…Šƒ‰‡†
‘”—’‰”ƒ†‡†–‘ˆƒ…‹Ž‹–ƒ–‡–Š‡‡™•—’’Ž›…Šƒ‹•–”ƒ–‡‰›Ǥ

‡––‹‰•–”ƒ–‡‰›‹•–Š‡•—„Œ‡…–‘ˆ‘†—Ž‡ͳǡ‡…–‹‘ǡDz‡˜‡Ž‘’–Š‡
—’’Ž›Šƒ‹–”ƒ–‡‰›ǡdzƒ†‹…Ž—†‡•†‡…‹•‹‘•‘…‘’‡–‹–‹˜‡„ƒ•‹•ǡ
…‘”‡…‘’‡–‡…‹‡•ǡ˜ƒŽ—‡’”‘’‘•‹–‹‘ǡƒ†•‘‘Ǥ

Information strategy Š‡‹ˆ‘”ƒ–‹‘•–”ƒ–‡‰›–”ƒ•Žƒ–‡•–Š‡‘”‰ƒ‹œƒ–‹‘ǯ••–”ƒ–‡‰›‹–‘
…‘‹–‡–•–‘–”‡ƒ–‹ˆ‘”ƒ–‹‘•›•–‡•ƒ••–”ƒ–‡‰‹…‹˜‡•–‡–•ǡƒ†
•‡–•‰—‹†‹‰’”‹…‹’Ž‡•ǡ’”‹‘”‹–‹‡•ǡƒ†…‘‘‰‘ƒŽ•ˆ‘”‡–™‘”†‡•‹‰Ǥ
Š‡”‡•—Ž–•‘ˆ–Š‡‹ˆ‘”ƒ–‹‘•–”ƒ–‡‰›ƒ”‡”‡ˆŽ‡…–‡†‹ƒŠ‹‰ŠǦŽ‡˜‡Ž‡†Ǧ
–‘Ǧ‡†˜‹•‹‘‘ˆ–Š‡‹ˆ‘”ƒ–‹‘•›•–‡•–”—…–—”‡Ǥ‹‹Žƒ”Ž›ǡ–Š‡
‡š–‡†‡†•—’’Ž›…Šƒ‹•–”ƒ–‡‰›‹•–”ƒ•Žƒ–‡†‹–‘ƒ•–”ƒ–‡‰‹…˜‹•‹‘ˆ‘”
–Š‡‡š–‡†‡†•—’’Ž›…Šƒ‹Ǥ‰ƒ’ƒƒŽ›•‹•‹•’‡”ˆ‘”‡†™‹–Š‡›™‹ŽŽ‹‰
’ƒ”–‡”•–‘…‘’ƒ”‡–Š‡‡š‹•–‹‰•›•–‡•‘ˆ•—’’Ž›…Šƒ‹’ƒ”–‡”•™‹–Š
™Šƒ–‹•‡˜‹•‹‘‡†ǡƒ†ƒ‘†‡Žˆ‘”–Š‡‡š–‡†‡†‡–‡”’”‹•‡‹•
†‡˜‡Ž‘’‡†‹…‘•—Ž–ƒ–‹‘™‹–Š’ƒ”–‡”•–‘”‡•‘Ž˜‡‡š‹•–‹‰‰ƒ’•Ǥ

…ƒ•‡•–—†›‹˜‘Ž˜‹‰ƒ”ƒœ‘”„Žƒ†‡ƒ—ˆƒ…–—”‡”™‹ŽŽ‹ŽŽ—•–”ƒ–‡–Š‹•
•–ƒ‰‡ƒ†‡ƒ…Š‘ˆ–Š‡”‡ƒ‹‹‰•–ƒ‰‡•‘ˆ•—’’Ž›…Šƒ‹‡–™‘”†‡•‹‰Ǥ

Case study: Generic razor blade manufacturer
ƒœ‡š‹•ƒȋˆ‹…–‹‘ƒŽȌ”ƒœ‘”„Žƒ†‡ƒ—ˆƒ…–—”‡”–Šƒ–•—’’Ž‹‡•ƒŒ‘”
”‡–ƒ‹Ž‡”•™‹–Š‰‡‡”‹…•Šƒ˜‹‰’”‘†—…–•ǡ•‘ƒœ‡šǯ••–”ƒ–‡‰›‹•–‘„‡–Š‡
Ž‘™‡•–…‘•–’”‘˜‹†‡”‹–Š‡ƒ”‡–’Žƒ…‡Ǥƒœ‡šŠƒ•…—””‡–Ž›…‘’Ž‡–‡†
‹–‡”ƒŽ†‡’ƒ”–‡–‘’–‹‹œƒ–‹‘•ƒ†‹–‡†•–‘†‡˜‡Ž‘’‹–‡‰”ƒ–‡†
’Žƒ‹‰ƒ†•ƒŽ‡•Ƭ‘’‡”ƒ–‹‘•’Žƒ‹‰ȋƬȌƒ†‘–Š‡”
‘”‰ƒ‹œƒ–‹‘™‹†‡‡†‡ƒ˜‘”•ǤŠ‡”‡ˆ‘”‡‹–‹•ƒ––ƒ‰‡ʹ‘ˆ•—’’Ž›…Šƒ‹
†‡˜‡Ž‘’‡–ƒ†™ƒ–•–‘”‡ƒ…Š–ƒ‰‡͵ǡ–Š‡‹–‡‰”ƒ–‡†‡–‡”’”‹•‡Ǥ
‘™‡˜‡”ǡ‹–•ˆ‹˜‡Ǧ›‡ƒ”•–”ƒ–‡‰›‹…Ž—†‡••–‡’•–Šƒ–™‹ŽŽ‡˜‡–—ƒŽŽ›Š‡Ž’
–Š‡‘”‰ƒ‹œƒ–‹‘”‡ƒ…Š–ƒ‰‡Ͷǡ–Š‡‡š–‡†‡†‡–‡”’”‹•‡Ǥ–Šƒ•–Š”‡‡
ƒŒ‘”‰‘ƒŽ•ˆ‘”‹–••—’’Ž›…Šƒ‹•–”ƒ–‡‰›ǣ

i Efficient (lean). ƒƒ‰‡…‘•–•ƒ†‹…”‡ƒ•‡’”‘†—…–‹˜‹–›ƒ†˜ƒŽ—‡

—•‹‰Ž‡ƒ’Š‹Ž‘•‘’Š›Ǥ‘‡‡––Š‹•‰‘ƒŽǡ‹–•˜‹•‹‘‘ˆƒ‡†Ǧ–‘Ǧ‡†
•—’’Ž›…Šƒ‹‹ˆ‘”ƒ–‹‘•›•–‡‹•‘‡–Šƒ–”‡–ƒ‹•‘Ž›–Š‘•‡
’”‘…‡••‡•–Šƒ–…—•–‘‡”•’‡”…‡‹˜‡ƒ•˜ƒŽ—ƒ„Ž‡ƒ†…ƒ„‡…Šƒ‰‡†‹
”‡•’‘•‡–‘…‘–‹—‘—•‹’”‘˜‡‡–•Ǥƒ”–‘ˆ–Š‹•Ž‡ƒ‡ˆˆ‘”–™‹ŽŽ
‹…Ž—†‡†‡˜‡Ž‘’‹‰†‡ƒ†ƒƒ‰‡‡–ƒ†Ƭˆ—…–‹‘•–‘

© 2016 APICS 1-186 Version 4.0, 2016 Edition

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 Section B: Design the Supply Chain

‡•—”‡–Š‡‘”‰ƒ‹œƒ–‹‘ƒ•ƒ™Š‘Ž‡‹•Ž‡ƒǤ–™‹ŽŽ”‡ƒŽ‹‰†‡’ƒ”–‡–
ƒƒ‰‡‡–‹…‡–‹˜‡•–‘‡…‘—”ƒ‰‡‹–‡”ƒŽ…‘ŽŽƒ„‘”ƒ–‹‘Ǥ

i Responsive. ƒƒ‰‡†‡ƒ†˜ƒ”‹ƒ„‹Ž‹–›„›„‡‹‰ˆŽ‡š‹„Ž‡‹
•—’’Ž›Ǥ‘‡‡––Š‹•‰‘ƒŽǡ‹–•‹ˆ‘”ƒ–‹‘•›•–‡•Š‘—Ž†ƒ†ƒ’––‘
…Šƒ‰‡•‹…—•–‘‡”†‡ƒ†ˆ‘”’”‘†—…–•‘”•‡”˜‹…‡•„›’”‘˜‹†‹‰
‘’‡”ƒ–‹‘•ƒƒ‰‡‡–ǡ†‡ƒ†ƒƒ‰‡‡–ǡƬǡ‘—–•‘—”…‹‰ǡ
ƒ†ˆŽ‡š‹„‹Ž‹–›–‘ƒŽ–‡”•—’’Ž›…Šƒ‹•Ǥ

i CustomerǦfocused. ”ƒ•ˆ‘”ˆ”‘ƒ’—•Š–‘ƒ†‡ƒ†Ǧ’—ŽŽ
•›•–‡Ǥ‘‡‡––Š‹•‰‘ƒŽǡ‹–••›•–‡•Š‘—Ž†•—’’Ž›Ž‘‰Ǧ–‡”
…‘’‡–‹–‹˜‡†‹ˆˆ‡”‡–‹ƒ–‹‘„›ƒ…–‹˜‡Ž›”‡•’‘†‹‰–‘ƒ…–—ƒŽ
†‡ƒ†ƒ†‡‡’‹‰”‡–ƒ‹Ž‡”•ƒ•Ž‹ˆ‡–‹‡…—•–‘‡”•Ǥ

ƒœ‡š•‡–•‡ƒ…Š‰‘ƒŽƒ•ƒ•‡“—‡–‹ƒŽ’Šƒ•‡‹ƒˆ‹˜‡Ǧ›‡ƒ”•–”ƒ–‡‰›Ǥ–•
‹‹–‹ƒŽ‹ˆ‘”ƒ–‹‘‹ˆ”ƒ•–”—…–—”‡‹˜‡•–‡–•—•–„‡…ƒ’ƒ„Ž‡‘ˆ
‡˜‡–—ƒŽŽ›ƒ…Š‹‡˜‹‰ƒŽŽ‘ˆ–Š‡•‡‰‘ƒŽ•Ǥ–•–ƒ”–•™‘”‹‰™‹–Š‹–••–‡‡Ž
ƒ†’Žƒ•–‹…•—’’Ž‹‡”•‘’‘‹–Ǧ–‘Ǧ’‘‹–’Žƒ‹‰‹–‡‰”ƒ–‹‘ƒ•™‡ŽŽƒ•
™‹–Š‹–•”‡–ƒ‹Ž‡”•–‘ƒ‰”‡‡‘‹ˆ‘”ƒ–‹‘‹ˆ”ƒ•–”—…–—”‡‹˜‡•–‡–•
ƒ†‘˜‡”ƒŽŽ•–”ƒ–‡‰›Ǥ‹…‡–Š‡›ƒ”‡•–ƒ”–‹‰™‹–Š‘Ž›–”ƒ•ƒ…–‹‘ƒŽ
‹–‡”ƒ…–‹‘•™‹–Š•—’’Ž‹‡”•ƒ†…‘”’‘”ƒ–‡…—•–‘‡”•ǡ–Š‡‹”ˆ‹”•–•–‡’•
ƒ”‡”‡Žƒ–‹‘•Š‹’„—‹Ž†‹‰•–‡’••—…Šƒ•‡‡–‹‰•ƒ†’Žƒ––‘—”•
„‡–™‡‡‡š‡…—–‹˜‡•ƒ†‡›…‘–ƒ…–•ǤŠ‡•‡‡‡–‹‰•‰‡‡”ƒ–‡—–—ƒŽ
‹–‡”‡•–ˆ‘”…Ž‘•‡”’ƒ”–‡”•Š‹’•Ǥ‡˜‡”ƒŽ‡›•—’’Ž‹‡”•ƒ†…—•–‘‡”•
ƒ‰”‡‡–‘†‡˜‡Ž‘’–Š‡‹”‘™Ž‘‰Ǧ–‡”•–”ƒ–‡‰‹‡•ˆ‘”…Ž‘•‡”‹–‡‰”ƒ–‹‘
ƒ††ƒ–ƒ•Šƒ”‹‰Ǥ˜‡–Š‘—‰Š–Š‡‘”‰ƒ‹œƒ–‹‘‹•‘–›‡–‹–‡”ƒŽŽ›
”‡ƒ†›ˆ‘”ˆ—ŽŽ‡š–‡”ƒŽ‹–‡‰”ƒ–‹‘ǡ‹–’Žƒ–•–Š‡•‡‡†•ˆ‘”…Ž‘•‡”
‹–‡‰”ƒ–‹‘‘™•‘–Šƒ––Š‡‹”’‘–‡–‹ƒŽ…‘ŽŽƒ„‘”ƒ–‹‘’ƒ”–‡”•ƒŽ•‘
Šƒ˜‡–‹‡–‘‰”‘™Ǥ

Information content ˆ‘”ƒ–‹‘…‘–‡–†‡ˆ‹‹–‹‘‹˜‘Ž˜‡•ƒ‹‰†‡…‹•‹‘•‘™Šƒ–†ƒ–ƒ
definition ‡‡†•–‘„‡…‘ŽŽ‡…–‡†ǡŠ‘™‹–™‹ŽŽ„‡…‘ŽŽ‡…–‡†ǡŠ‘™‹–•ƒ……—”ƒ…›™‹ŽŽ„‡
ƒ‹–ƒ‹‡†ǡƒ†Š‘™‹–™‹ŽŽ„‡•–‘”‡†ǡƒ……‡••‡†ǡ…‘–”‘ŽŽ‡†ǡƒ†ƒƒŽ›œ‡†Ǥ
‘”–Š‡‡š–‡†‡†•—’’Ž›…Šƒ‹‹–‹˜‘Ž˜‡•„—•‹‡••‘†‡Ž‹‰ǡ™Š‹…Šƒ’•
‘—––Š‡†›ƒ‹…•ƒ†‹–‡”ƒ…–‹‘•‘ˆ‡ƒ…Š•—’’Ž›…Šƒ‹’ƒ”–‡”Ǥš–‡†‡†
•—’’Ž›…Šƒ‹„—•‹‡••‘†‡Ž‹‰‹…Ž—†‡•†‡…‹•‹‘••—…Šƒ•™Šƒ–ƒ”‡–
•‡‰‡–•ƒ”‡„‡‹‰–ƒ”‰‡–‡†ǡŠ‘™’‡”ˆ‘”ƒ…‡™‹ŽŽ„‡‡ƒ•—”‡†ǡŠ‘™
’”‘ˆ‹–•™‹ŽŽ„‡•Šƒ”‡†ƒ‘‰’ƒ”–‡”•ǡƒ†Š‘™’”‘†—…–•™‹ŽŽ„‡
†‹•–”‹„—–‡†Ǥ

—’’Ž›…Šƒ‹‹ˆ”ƒ•–”—…–—”‡‹•‡˜ƒŽ—ƒ–‡†„ƒ•‡†‘–Š‡•‡†‡…‹•‹‘•Ǣ–Š‹•
‹…Ž—†‡•†‡–‡”‹‹‰
i Š‡ƒ’’”‘’”‹ƒ–‡—„‡”‘ˆˆƒ…‹Ž‹–‹‡•ȋ™ƒ”‡Š‘—•‡•ǡ’Žƒ–•Ȍ
i Š‡•‹œ‡ƒ†Ž‘…ƒ–‹‘‘ˆ‡ƒ…Šˆƒ…‹Ž‹–›

© 2016 APICS 1-187 Version 4.0, 2016 Edition

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Module 1: Supply Chain Design

i Š‡ƒŽŽ‘…ƒ–‹‘‘ˆ•’ƒ…‡ˆ‘”’”‘†—…–•™‹–Š‹–Š‡ˆƒ…‹Ž‹–›
i ‘—”…‹‰”‡“—‹”‡‡–•
i ‹•–”‹„—–‹‘•–”ƒ–‡‰‹‡•Ǥ

Š‡•‡†‡…‹•‹‘•™‹ŽŽ„‡ƒ††”‡••‡†‹‰”‡ƒ–‡”†‡–ƒ‹ŽŽƒ–‡”‹–Š‡•‡ƒ–‡”‹ƒŽ•Ǥ

Information policies ˆ‘”ƒ–‹‘’‘Ž‹…‹‡•ƒ†…‘–”‘Ž•ƒ”‡–Š‡ƒ‰”‡‡†Ǧ—’‘‡–Š‘†•–‘„‡
and controls —•‡†‹‹ˆ‘”ƒ–‹‘‹ˆ”ƒ•–”—…–—”‡†‡•‹‰ǡ†ƒ‹Ž›‘’‡”ƒ–‹‘•ǡƒ†
…‘–‹—ƒŽ‹’”‘˜‡‡–‹‹–‹ƒ–‹˜‡•–‘‡•—”‡–Šƒ––Š‡‘”‰ƒ‹œƒ–‹‘ǯ•
†ƒ–ƒƒ†•‘ˆ–™ƒ”‡•›•–‡•’‡”ˆ‘”ƒ•‡š’‡…–‡†Ǥˆ‘”ƒ–‹‘•›•–‡•
—•‡†ƒ–ƒƒ†…‘•–…‘ŽŽ‡…–‹‘–‘•‡‡‹ˆ–Š‡•—’’Ž›…Šƒ‹‹•ƒ‡ˆˆ‹…‹‡–
…Šƒ‡Žˆ‘”’”‘†—…–‘”•‡”˜‹…‡†‹•–”‹„—–‹‘Ǥ‘–”‘Ž•’”‘˜‹†‡‘˜‡”•‹‰Š–
ƒ‰ƒ‹•–•›•–‡‹•—•‡ƒ†ƒ••‹•–™‹–Šƒ—†‹–‹‰Ǥ
‘˜‡”ƒ…‡‘ˆ
‹ˆ‘”ƒ–‹‘•›•–‡•ƒ†’‘Ž‹…›…‘’Ž‹ƒ…‡™‹ŽŽ”‡“—‹”‡–”ƒ‹‹‰ƒ†
‘‰‘‹‰ƒƒ‰‡‡–•—’’‘”–Ǥ

‘”–Š‡‡š–‡†‡†•—’’Ž›…Šƒ‹–Š‡‹••—‡‹•‘‡ƒ„Ž‹‰–Š‡†‡•‹”‡†
Ž‡˜‡Ž‘ˆ…‘—‹…ƒ–‹‘•ƒ†•‡…—”‹–›Ǥ‘ŽŽƒ„‘”ƒ–‹‘„‡–™‡‡’ƒ”–‡”•
‹˜‘Ž˜‡•…‘‹‰–‘ƒ‰”‡‡‡–•‘Š‘™‡–™‘”‹‰ƒ††ƒ–ƒ•Šƒ”‹‰
™‹ŽŽ‘……—”„›•‡––Ž‹‰‘…‘‘‹ˆ‘”ƒ–‹‘’‘Ž‹…‹‡•ǡ™‘”
’”‘…‡••‡•ǡƒ†–Š‡”‘Ž‡•‘ˆ’ƒ”–‡”•‹‡•–ƒ„Ž‹•Š‹‰†ƒ–ƒ”‡’‘•‹–‘”‹‡•
ƒ†…‘—‹…ƒ–‹‘•‡–Š‘†•ǤŽƒ••Š‘—Ž†„‡†‡•‹‰‡†–‘„‡
”‡˜‹‡™‡†ƒ†ƒ†ƒ’–‡†ƒ••‹–—ƒ–‹‘•…Šƒ‰‡Ǥ

Case study
ƒœ‡š•‡–•’‘Ž‹…‹‡•ƒ†…‘–”‘Ž•–‘•—’’‘”–‡ƒ…Š‘ˆ‹–••›•–‡•‰‘ƒŽ•ǣ

i Efficient. ”‡ƒ–‡…‘’”‡Š‡•‹˜‡†ƒ–ƒ‹–‡‰”‹–›’‘Ž‹…‹‡•ƒ†–”ƒ‹
—•‡”•Ǥ—”•—‡’‘Ž‹…‹‡•–‘’”‘‘–‡•›•–‡™‹†‡…‘•–•ƒ˜‹‰•‘˜‡”
•—„‘’–‹‹œƒ–‹‘Ǥ•—”‡ˆ‡‡†„ƒ…‹•—•‡†–‘‹’”‘˜‡Ƭ
’”‘…‡••‡•Ǥ•‡‹š‹‰ƒ–‘‡•—”‡’”‘…‡••“—ƒŽ‹–›Ǥ ‘ŽŽ‘™‹†—•–”›
•–ƒ†ƒ”†’”‘…‡••‡•™Š‡‡˜‡”’‘••‹„Ž‡Ǥ†‡–‹ˆ›„‘––Ž‡‡…••—…Š
ƒ•„ƒ–…Šƒ†“—‡—‡’”‘…‡••‹‰Ǥ

i Responsive (ƒ†resilient). –‡‰”ƒ–‡‹ˆ‘”ƒ–‹‘•›•–‡’‘Ž‹…‹‡•

™‹–Š”‹•ƒƒ‰‡‡–’‘Ž‹…‹‡••‘•›•–‡•…ƒ“—‹…Ž›”‡•’‘†–‘
…Šƒ‰‡•‹„—•‹‡••”‹••Ǥ‡–’‘Ž‹…‹‡•–‘’”‘‘–‡‹ˆ‘”ƒ–‹‘
˜‹•‹„‹Ž‹–›ƒ†˜‡Ž‘…‹–›ǡ™Š‹…Š•Š‘—Ž†”‡†—…‡•—’’Ž›…Šƒ‹
˜ƒ”‹ƒ„‹Ž‹–›Ǥ”‡ƒ–‡ƒ’‘Ž‹…›‡š…‡’–‹‘’”‘…‡••ˆ‘”‡‡”‰‡…‹‡•–‘
ƒ††”‡•‹Ž‹‡…‡Ǥ

i CustomerǦfocused. ‡˜‡Ž‘’‹ˆ‘”ƒ–‹‘’‘Ž‹…‹‡•–Šƒ–”‡“—‹”‡
–‹‡Ž›ƒƒŽ›•‹•ƒ†”‡•’‘•‡–‘ƒ…–—ƒŽ…—•–‘‡”†‡ƒ†•‹‰ƒŽ•
ˆ”‘•’‡…‹ˆ‹‡†„—•‹‡••—‹–•ƒ†’ƒ”–‡”•Ǥ

© 2016 APICS 1-188 Version 4.0, 2016 Edition

All rights reserved Printed on 100% post-consumer waste recycled paper.
 Section B: Design the Supply Chain

‘”‡š–‡†‡†•—’’Ž›…Šƒ‹„—•‹‡••‘†‡Ž‹‰ǡ–Š‡‘”‰ƒ‹œƒ–‹‘’Žƒ•
–‘ˆ‘”ƒ…‘ŽŽƒ„‘”ƒ–‹‘…‘‹––‡‡‘…‡‹–•‹–‡”ƒŽƬ’”‘…‡••‡•
ƒ”‡‹’Žƒ…‡ǤŠ‡…‘ŽŽƒ„‘”ƒ–‹‘…‘‹––‡‡™‹ŽŽ•–ƒ”–„›’—”•—‹‰
‡š–‡”ƒŽŽ‡ƒ‘„Œ‡…–‹˜‡•ƒ‘‰™‹ŽŽ‹‰•—’’Ž‹‡”•ƒ†…—•–‘‡”•ǤŠ‡
Ž‘‰Ǧ–‡”•–”ƒ–‡‰›‹•–‘ƒ‰”‡‡‘‹…‡–‹˜‡•ƒ†’‡ƒŽ–‹‡•–Šƒ–ƒ”‡
ƒŽ‹‰‡†™‹–Š–Š‡‘”‰ƒ‹œƒ–‹‘ǯ••›•–‡™‹†‡’”‘…‡••…‘•–‹‹‹œƒ–‹‘
•–”ƒ–‡‰›ǡ‹…Ž—†‹‰’”‘ˆ‹–•Šƒ”‹‰ǡ†‡’ƒ”–‡–ƒƒ‰‡”’‡”ˆ‘”ƒ…‡
‡ƒ•—”‡‡–•ǡƒ†•…‘”‡…ƒ”†•Ǥ

Information ˆ‘”ƒ–‹‘‹ˆ”ƒ•–”—…–—”‡†‡•‹‰‹˜‘Ž˜‡•†‡–‡”‹‹‰Š‘™–‘
infrastructure design –”ƒ•Žƒ–‡’‘Ž‹…‹‡•ƒ†…‘–”‘Ž•‹–‘ƒ…‘Š‡•‹˜‡ƒ†…‘•–Ǧ‡ˆˆ‡…–‹˜‡
‹ˆ‘”ƒ–‹‘•›•–‡–Šƒ–‹‹‹œ‡•†ƒ–ƒ†—’Ž‹…ƒ–‹‘ƒ†‡””‘”•ǡ
’”‘˜‹†‡•ƒ……‡••–‘‹ˆ‘”ƒ–‹‘ƒ–ƒŽŽ‡…‡••ƒ”›‹–‡”ƒŽƒ†
‡š–‡”ƒŽ’‘‹–•ǡƒ†•—’’‘”–•‡ˆˆ‡…–‹˜‡ƒƒŽ›•‹•ƒ†‡ˆˆ‹…‹‡–
–”ƒ•ƒ…–‹‘’”‘…‡••‹‰ǤŠ‹•‹•–Š‡Ž‡˜‡Žƒ–™Š‹…Š†‡–ƒ‹Ž‡††‡…‹•‹‘•
ƒ”‡ƒ†‡‘Š‘™–‘’‡”ˆ‘”‡–™‘”‹‰ǡ™Šƒ–•‘ˆ–™ƒ”‡–‘—•‡–‘
„‡•–ƒ…Š‹‡˜‡•–”ƒ–‡‰‹…‰‘ƒŽ•ǡƒ†Š‘™–‘…‘ˆ‹‰—”‡–Š‡Šƒ”†™ƒ”‡
ƒ†•‘ˆ–™ƒ”‡ˆ‘”‘’–‹—ˆŽ‡š‹„‹Ž‹–›ƒ†‰”‘™–ŠǤ‡…‹•‹‘•ƒ›
‹…Ž—†‡Š‘™–‘Ž‡˜‡”ƒ‰‡‡š‹•–‹‰•›•–‡•ǡƒƒŽ›•‹•‘ˆ–Š‡…‘•–•ƒ†
„‡‡ˆ‹–•‘ˆŽ‡ƒ•‹‰˜‡”•—•’—”…Šƒ•‹‰ǡ—’‰”ƒ†‹‰ǡ‘””‡’Žƒ…‹‰
•‘ˆ–™ƒ”‡ǡƒ††‡…‹•‹‘•‘—•‡‘ˆ‹–‡”ˆƒ…‡†‡˜‹…‡•ƒ†
…‘—‹…ƒ–‹‘•–‘‘Ž•Ǥ

Databases, ’‡…‹ˆ‹…†‡…‹•‹‘•‘†ƒ–ƒ„ƒ•‡•ǡ‡–™‘”•ǡ•‘ˆ–™ƒ”‡ǡƒ†…‘ˆ‹‰—”ƒ–‹‘
networks, software, ƒ”‡ƒ†‡ˆ‘ŽŽ‘™‹‰†‡•‹‰ƒ’’”‘˜ƒŽǡ‹…Ž—†‹‰—•‡‘ˆ‡š‹•–‹‰•›•–‡•ǡ
and configuration †‡…‹•‹‘•–‘—’‰”ƒ†‡‘”ƒ††–‡…Š‘Ž‘‰‹‡•ǡ•’‡…‹ˆ‹…˜‡†‘”•‡ƒ”…Šƒ†
•‡Ž‡…–‹‘ǡ‡–…Ǥ

‡…‹•‹‘•‘†ƒ–ƒ„ƒ•‡•ƒ††ƒ–ƒ„ƒ•‡ƒƒ‰‡‡–•›•–‡•ȋȌ
ƒ”‡…”‹–‹…ƒŽ–‘–Š‡ƒ„‹Ž‹–›‘ˆ–Š‡‘”‰ƒ‹œƒ–‹‘–‘ƒ‹–ƒ‹‹–‡‰”‹–›ǡ
ƒ˜ƒ‹Žƒ„‹Ž‹–›ǡƒ†—•‡ˆ—Ž‡••‘ˆ†ƒ–ƒˆ‘”†‡…‹•‹‘ƒ‹‰Ǥƒ–ƒˆ‘”
‡š–‡†‡†•—’’Ž›…Šƒ‹•—•–ƒŽŽ‘™ˆƒ•–ƒ……‡••™Š‹Ž‡”‡ƒ‹‹‰
•›…Š”‘‹œ‡†Ǥ‡’‡†‹‰‘Š‘™†ƒ–ƒ„ƒ•‡•ƒ”‡†‡•‹‰‡†ǡ–Š‡›…ƒ
‡ƒ„Ž‡‘”Š‹†‡”‹–‡”ƒŽƒ†‡š–‡”ƒŽ‹–‡‰”ƒ–‹‘ƒ†‡š–‡”ƒŽ
…‘ŽŽƒ„‘”ƒ–‹‘Ǥ—ƒŽ‹–›†ƒ–ƒ”‡’‘•‹–‘”‹‡•…ƒ„‡ƒ–”—‡•‘—”…‡‘ˆ
…‘’‡–‹–‹˜‡ƒ†˜ƒ–ƒ‰‡Ǥ‘‘”†ƒ–ƒ…ƒ…ƒ—•‡—•‡”•–‘†‹•–”—•–ƒ†
†‹•…”‡†‹–‘–Š‡”™‹•‡—•‡ˆ—Ž•‘ˆ–™ƒ”‡•›•–‡•Ǥ

‹‹Žƒ”Ž›ǡ‡–™‘”‹‰ǡ•‘ˆ–™ƒ”‡…Š‘‹…‡•ǡƒ†…‘ˆ‹‰—”ƒ–‹‘†‡…‹•‹‘•
•Š‘—Ž†„‡•‡Ž‡…–‡†–‘ˆ—Žˆ‹ŽŽ„—•‹‡••”‡“—‹”‡‡–•™Š‹Ž‡’”‘˜‹†‹‰ƒ
’‘•‹–‹˜‡Ǥ


© 2016 APICS 1-189 Version 4.0, 2016 Edition

All rights reserved Printed on 100% post-consumer waste recycled paper.
Module 1: Supply Chain Design

Case study
ƒœ‡š’—”•—‡•Ž‡ƒ’Š‹Ž‘•‘’Š‹‡•‹‹–•‹ˆ‘”ƒ–‹‘‹ˆ”ƒ•–”—…–—”‡
†‡•‹‰ƒ†ˆ‹†•–Šƒ–‹–Šƒ••‘‡‹–‡”ƒŽ†ƒ–ƒ„ƒ•‡…‘•‘Ž‹†ƒ–‹‘–‘†‘Ǥ
–…—””‡–Ž›Šƒ•ƒ‡–‡”’”‹•‡”‡•‘—”…‡•’Žƒ‹‰ȋȌ•›•–‡
†ƒ–ƒ„ƒ•‡ǡƒ…—•–‘‡””‡Žƒ–‹‘•Š‹’ƒƒ‰‡‡–ȋȌ†ƒ–ƒ„ƒ•‡ǡƒ†
†ƒ–ƒ„ƒ•‡•ˆ‘”‘–Š‡”•›•–‡•Ǥ–†‡˜‡Ž‘’•ƒ’Žƒ™‹–Šƒ†ƒ–ƒ„ƒ•‡˜‡†‘”
–‘…‘•‘Ž‹†ƒ–‡–Š‡‹ˆ‘”ƒ–‹‘‹–Š‡•‡†ƒ–ƒ„ƒ•‡•ǡ…Ž‡ƒ•‡ƒ†˜ƒŽ‹†ƒ–‡
†ƒ–ƒǡƒ†‘…‡–Š‡•‡•–‡’•ƒ”‡…‘’Ž‡–‡ǡ–‘‹’”‘˜‡†ƒ–ƒ•Šƒ”‹‰
ƒ„‹Ž‹–›ƒ‘‰‡š–‡”ƒŽ’ƒ”–‡”•—•‹‰•’‡…‹ƒŽ†‹•–”‹„—–‡†•‡”˜‡”•
ȋ…Ž‘—†…‘’—–‹‰Ȍǡ™‡„•‡”˜‹…‡•ǡƒ†•‡”˜‹…‡Ǧ‘”‹‡–‡†ƒ”…Š‹–‡…–—”‡
ȋȌǤŠ‹•™‹ŽŽŽ‡ƒ˜‡‹–•‹ˆ‘”ƒ–‹‘ƒ”…Š‹–‡…–—”‡’‘‹•‡†–‘’—”•—‡‹–•
Žƒ–‡”‰‘ƒŽ•‘ˆ„‡‹‰”‡•’‘•‹˜‡ƒ†…—•–‘‡”Ǧˆ‘…—•‡†Ǥ

‘”‡š–‡†‡†•—’’Ž›…Šƒ‹’”‘…‡••‘†‡Ž‹‰‹–’—”•—‡•Ž‡ƒ„›
ƒ’’‹‰–Š‡‡†Ǧ–‘Ǧ‡†’”‘…‡••‡•‹–‡”ƒŽŽ›ƒ†’Žƒ•–‘”‡’‡ƒ––Š‡
’”‘…‡••ˆ‘”ƒŽŽ•—’’Ž›…Šƒ‹’ƒ”–‡”•ǤŠ‡–Š‹•’”‘…‡••‘……—”•ǡ–Š‡
…‘ŽŽƒ„‘”ƒ–‹‘…‘‹––‡‡ˆ‹†•ƒ—„‡”‘ˆ”‡†—†ƒ…‹‡•Ǥ‘‡‘ˆ
–Š‡•‡”‡†—†ƒ…‹‡•ƒ”‡‡Ž‹‹ƒ–‡†„›‘‡’ƒ”–‡”ƒ‰”‡‡‹‰–‘–ƒ‡
”‡•’‘•‹„‹Ž‹–›ˆ‘”–Š‡’”‘…‡••ǤŽ•‘ǡ‘‡•—’’Ž‹‡”ƒŽ•‘ƒ‰”‡‡•–‘ƒ‡
—’‰”ƒ†‡••‘–Šƒ–‹–™‹ŽŽ„‡ƒ„Ž‡–‘…‘—‹…ƒ–‡—•‹‰™‡„•‡”˜‹…‡•ƒ†
Ǥƒœ‡šƒŽ•‘’”‘‹•‡•‹–•’”‹ƒ”›”‡–ƒ‹Ž‡”–‘ƒ†‘’–”ƒ†‹‘Ǧˆ”‡“—‡…›
‹†‡–‹ˆ‹…ƒ–‹‘ȋ Ȍƒ––Š‡’ƒŽŽ‡–ƒ†…ƒ•‡Ž‡˜‡Žƒ•’ƒ”–‘ˆ–Š‡‹”
ƒ‰”‡‡‡––‘—•‡˜‡†‘”ƒƒ‰‡†‹˜‡–‘”›ȋȌǤ

––Š‡•‘ˆ–™ƒ”‡Ž‡˜‡Žǡƒœ‡š†‡…‹†‡•–‘—’‰”ƒ†‡‹–••›•–‡–‘ƒ
‡™‡”˜‡”•‹‘ƒ†‹•–ƒŽŽƒƒ†˜ƒ…‡†’Žƒ‹‰ƒ†•…Š‡†—Ž‹‰ȋȌ
•›•–‡ƒ––Š‡•ƒ‡–‹‡ǤŠ‡–Š‹•‹•…‘’Ž‡–‡ǡ–Š‡›ƒ†–Š‡‹”
’ƒ”–‡”•ƒ‰”‡‡–‘•—„•…”‹„‡–‘•—’’Ž›…Šƒ‹‡˜‡–ƒƒ‰‡‡–
ȋȌǡ™ƒ”‡Š‘—•‡ƒ†–”ƒ•’‘”–ƒ–‹‘ƒƒ‰‡‡–•›•–‡•ȋ
ƒ†Ȍƒ˜ƒ‹Žƒ„Ž‡ƒ••‘ˆ–™ƒ”‡Ǧƒ•ǦƒǦ•‡”˜‹…‡ȋƒƒǡ‹Ǥ‡ǤǡŽ‡ƒ•‡†
•‘ˆ–™ƒ”‡Ȍ–‘•’‡‡†—’–Š‡‹”‰‘ƒŽ•–‘„‡”‡•’‘•‹˜‡ƒ†…—•–‘‡”Ǧ
ˆ‘…—•‡†ǤŠ‡•‡–‡…Š‘Ž‘‰‹‡•ƒ”‡–Š‡•—„Œ‡…–‘ˆŠƒ’–‡”͵‹–Š‹••‡…–‹‘Ǥ

Information —’’Ž›…Šƒ‹‡–™‘”†‡•‹‰•Š‘—Ž†‹…Ž—†‡’Žƒ•ˆ‘”…‘–‹—ƒŽ
infrastructure •›•–‡…Šƒ‰‡ƒ†‹’”‘˜‡‡–ˆ‘”–Š‡‹–‡”ƒŽƒ†‡š–‡†‡†•—’’Ž›
change ‡–™‘”•Ǥ ‘”‘”‡‹ˆ‘”ƒ–‹‘ǡ•‡‡‘†—Ž‡͵ǡ‡…–‹‘ǡŠƒ’–‡”͵ǡ
Dz‘–‹—‘—•’”‘˜‡‡–ƒ†Šƒ‰‡ƒƒ‰‡‡–Ǥdz

Action plan, Š‡”‡•—Ž–•‘ˆ”‡‰—Žƒ”•–”ƒ–‡‰›—’†ƒ–‡•‡••‹‘•ǡ–ƒ…–‹…ƒŽ•›•–‡
schedule, and ‹’”‘˜‡‡–•‡••‹‘•ǡƒ†‘’‡”ƒ–‹‘ƒŽ‰ƒ’ƒƒŽ›•‡••Š‘—Ž†”‡•—Ž–‹
prioritization ƒ…–‹‘’Žƒ•ƒ†‡š–‡†‡†•—’’Ž›…Šƒ‹ƒ…–‹‘’Žƒ•ǤŠ‡•‡’Žƒ•
•Š‘—Ž†’”‹‘”‹–‹œ‡†‡˜‡Ž‘’‡–‡ˆˆ‘”–•ƒ†‡š’‡†‹–—”‡•ǡ…”‡ƒ–‡’”‘Œ‡…–•
ƒ†–ƒ••ǡƒ†‹…Ž—†‡ˆ‡‡†„ƒ…‡…Šƒ‹••–‘ƒ••‡••’”‘Œ‡…–•—……‡••Ǥ

© 2016 APICS 1-190 Version 4.0, 2016 Edition

All rights reserved Printed on 100% post-consumer waste recycled paper.
 Section B: Design the Supply Chain

Case study
ƒœ‡š—•‡†‹–••—’’Ž›‡–™‘”–‡…Š‘Ž‘‰‹‡•ˆ‹”•––‘‡‡’‹–•…‘•–•Ž‘™
‡‘—‰Š–‘•–ƒ›’”‘ˆ‹–ƒ„Ž‡†‡•’‹–‡…‘–‹—ƒŽ…‘•–’”‡••—”‡ˆ”‘–Š‡
•–‘”‡•–Šƒ–’Žƒ…‡–Š‡‹”ƒ‡•‘‹–•‰‡‡”‹…’”‘†—…–•Ǥ–™‘”‡†Šƒ”†–‘
‘˜‡”…‘‡”‡•‹•–ƒ…‡–‘‹–‡”ƒŽŽ›‹–‡‰”ƒ–‡†’Žƒ‹‰„›‡’Šƒ•‹œ‹‰
ˆ‘”ƒŽ…‘—‹…ƒ–‹‘•…Šƒ‡Ž•‹ƒ††‹–‹‘–‘‹–•–‡…Š‘Ž‘‰›
‹’”‘˜‡‡–•–‘†”‹˜‡–Š‹•‹–‡‰”ƒ–‹‘Ǥ

–•…‘–‹—ƒŽ‹’”‘˜‡‡–•”‡Žƒ–‡–‘„‡…‘‹‰‘”‡”‡•’‘•‹˜‡ƒ†
…—•–‘‡”Ǧˆ‘…—•‡†Ǥ ‘”‡šƒ’Ž‡ǡ‹–ˆ‘—†–Šƒ–‹–…‘—Ž†Ž‡˜‡”ƒ‰‡–Š‡ƒƒ
‡–™‘”‹–…‘–”ƒ…–‡†™‹–Š–‘•—’’Ž›‹–•ƒ†Ǥ–—•‡†–Š‹•
‡–™‘”–‘…”‡ƒ–‡‡™•—’’Ž›…Šƒ‹•„›ˆ‹†‹‰‡™ƒ–‡”‹ƒŽƒ†
–”ƒ•’‘”–ƒ–‹‘•—’’Ž‹‡”•“—‹…Ž›‘–Š‡ƒƒ‡–™‘”Ǥ–™‘”‡†–‘
…”‡ƒ–‡–Š‡…ƒ’ƒ„‹Ž‹–‹‡•–‘ƒ……‡’–ƒ—–‘ƒ–‡†„‹†•‘•‘‡•—’’Ž›
…‘–”ƒ…–•Ǥ

Network —’’Ž›…Šƒ‹‡–™‘”…‘ˆ‹‰—”ƒ–‹‘‹•ƒ…‘’Ž‡š•–”ƒ–‡‰‹…†‡…‹•‹‘
configuration –Šƒ–…‘…‡”•–Š‡…‘’”‡Š‡•‹˜‡‘”‰ƒ‹œƒ–‹‘‘ˆ•—’’Ž‹‡”•ǡ’”‘†—…–‹‘
ˆƒ…–‘”‹‡•ǡ†‹•–”‹„—–‹‘…‡–‡”•ǡƒ†ƒ—ˆƒ…–—”‹‰”‡•‘—”…‡•Ǥ—’’Ž›
…Šƒ‹••Š‘—Ž†„‡…‘ˆ‹‰—”‡†–‘”‡ˆŽ‡…–…—•–‘‡”•ǯ‡‡†•ƒ•™‡ŽŽƒ•
–”ƒ†‹‰’ƒ”–‡”•ǯ…ƒ’ƒ…‹–‹‡•Ǥ‘‰–Š‡ƒ›…‘•‹†‡”ƒ–‹‘•–‘„‡
ˆƒ…–‘”‡†‹–‘–Š‡‘’–‹ƒŽ‡–™‘”…‘ˆ‹‰—”ƒ–‹‘ƒ”‡
i —„‡”ǡŽ‘…ƒ–‹‘ǡƒ†…ƒ’ƒ…‹–›‘ˆ™ƒ”‡Š‘—•‡•
i ‘…ƒ–‹‘‘ˆ’Žƒ–•ƒ†’”‘†—…–‹‘Ž‡˜‡Ž•ˆ‘”‡ƒ…Š’”‘†—…–
i ”ƒ•’‘”–ƒ–‹‘„‡–™‡‡ƒŽŽˆƒ…‹Ž‹–‹‡•ǣ’Žƒ––‘™ƒ”‡Š‘—•‡ǡ
™ƒ”‡Š‘—•‡–‘”‡–ƒ‹Ž‡”‘”…—•–‘‡”Ǥ

Žƒ‹‰ƒ‡–™‘”–Šƒ–’”‘˜‹†‡•ƒ‘’–‹ƒŽ”‡–—”‘ƒŽŽ‹˜‡•–‡–•
”‡“—‹”‡•Ž‘‰Ǧ–‡”ǡ•–”ƒ–‡‰‹…–Š‹‹‰Ǥƒ…Š†‡…‹•‹‘—•–„‡™‡‹‰Š‡†
„ƒ•‡†‘‹–•‹’ƒ…–‘–Š‡‡–‹”‡•—’’Ž›…Šƒ‹ǡ‘–‘Ž›‘–Š‡•‹‰Ž‡
ƒ––‡”—†‡”…‘•‹†‡”ƒ–‹‘Ǥ

††‹‰–‘–Š‡—„‡”‘ˆ™ƒ”‡Š‘—•‡•ǡˆ‘”‡šƒ’Ž‡ǡƒ›Šƒ˜‡–Š‡
„‡‡ˆ‹–‘ˆ’—––‹‰‰‘‘†•…Ž‘•‡”–‘–Š‡…—•–‘‡”ƒ†–Š—•”‡†—…‹‰
†‡Ž‹˜‡”›–‹‡Ǥ•ƒ’‘••‹„Ž‡‡‰ƒ–‹˜‡…‘•‡“—‡…‡ǡŠ‘™‡˜‡”ǡ‹…”‡ƒ•‹‰
–Š‡—„‡”‘ˆ™ƒ”‡Š‘—•‡•ƒ›ƒ††–‘–‘–ƒŽ‹˜‡–‘”›ƒ†‹…”‡ƒ•‡–Š‡
•“—ƒ”‡ˆ‡‡–‘ˆ™ƒ”‡Š‘—•‡•’ƒ…‡‡…‡••ƒ”›–‘•–‘”‡ƒ‰‹˜‡ƒ‘—–‘ˆ
‰‘‘†•Ǥ’–‘ƒ’‘‹–ǡ’—––‹‰‰‘‘†•…Ž‘•‡”–‘”‡–ƒ‹Ž‘—–Ž‡–•‘”™‹–Š‹
…—•–‘‡”•Š‹’’‹‰œ‘‡•–‡†•–‘„‡‡ˆ‹––Š‡•—’’Ž›…Šƒ‹„›”‡†—…‹‰
–”ƒ•’‘”–ƒ–‹‘…‘•–•Ǥ‘™‡˜‡”ǡ–”ƒ•’‘”–ƒ–‹‘…‘•–•ƒ”‡ƒˆ—…–‹‘‘ˆ
•‡˜‡”ƒŽ˜ƒ”‹ƒ„Ž‡•ǡ‹…Ž—†‹‰–‘–ƒŽ†‹•–ƒ…‡„‡–™‡‡’”‘†—…–‹‘
ˆƒ…‹Ž‹–‹‡•ǡ™ƒ”‡Š‘—•‡•ǡ”‡–ƒ‹Ž‘—–Ž‡–•ǡ‘”…—•–‘‡”•Ǣ„—Ž†‹•…‘—–•ˆ‘”
–”ƒ•’‘”–Ǣƒ†–›’‡•‘ˆ–”ƒ•’‘”–ƒ–‹‘”‡“—‹”‡†Ǥ‘•‘Ž˜‡–Š‡

© 2016 APICS 1-191 Version 4.0, 2016 Edition

All rights reserved Printed on 100% post-consumer waste recycled paper.
Module 1: Supply Chain Design

‘’–‹‹œƒ–‹‘’”‘„Ž‡ˆ‘”–Š‡‡–‹”‡‡–™‘”ǡ•—’’Ž›…Šƒ‹ƒƒ‰‡”•
—•–”‡Ž›—’‘–Š‡‘•–’‘™‡”ˆ—Ž–‡…Š‘Ž‘‰›ƒ˜ƒ‹Žƒ„Ž‡–‘–Š‡Ǥ

••—’’Ž›…Šƒ‹•‰”‘™‹Ž‡‰–Šƒ†…‘’Ž‡š‹–›ǡ–Š‡•‡ˆƒ…‹Ž‹–‹‡•ƒ›„‡
•’”‡ƒ†‘—–ƒ‘‰—‡”‘—•”‡‰‹‘•ǡ…‘—–”‹‡•ǡƒ†…‘–‹‡–•Ǥ
˜ƒ”‹‡–›‘ˆ•–ƒ–‹•–‹…•†‡‘•–”ƒ–‡Š‘™‰Ž‘„ƒŽ•‘—”…‹‰ƒ†‘ˆˆ•Š‘”‡
ƒ—ˆƒ…–—”‹‰…ƒ”‡†—…‡•—’’Ž›…Šƒ‹…‘•–•Ǥ’Ž‘›‹‰•‹ŽŽ‡†Žƒ„‘”
ƒ–”‡Žƒ–‹˜‡Ž›Ž‘™™ƒ‰‡Ž‡˜‡Ž•ǡ‡•–ƒ„Ž‹•Š‹‰™‘”Ž†™‹†‡‘””‡‰‹‘ƒŽ
…‡–‡”•‘ˆ…‘’‡–‡…‡‡ƒ”ƒŒ‘”•’‡…‹ƒŽ‹œ‡†–ƒŽ‡–’‘‘Ž•ǡ•ƒ˜‹‰•‘
ƒ–‡”‹ƒŽ•ǡƒ†ˆ‹†‹‰‡™•‘—”…‡•‘ˆ•—’’Ž›ƒ”‡„—–ƒˆ‡™
’‘••‹„‹Ž‹–‹‡•Ǥ

Š‹Ž‡‰Ž‘„ƒŽ‡š’ƒ•‹‘‹•ƒ––”ƒ…–‹˜‡ǡ‘ˆˆ•Š‘”‡‡š’ƒ•‹‘”‡“—‹”‡•
•—ˆˆ‹…‹‡–†—‡†‹Ž‹‰‡…‡–‘Š‡Ž’‡•—”‡•—……‡••Ǥ’‡…‹ˆ‹…ƒŽŽ›ǡˆ”‘ƒ
Ž‘‰‹•–‹…•’‡”•’‡…–‹˜‡ǡ–Š‡”‡ƒ”‡ƒ›‹••—‡•”‡Žƒ–‡†–‘‰‡––‹‰„—•‹‡••
†‘‡ƒ†‰‡––‹‰ƒ’”‘†—…–•Š‹’’‡†ǤŠ‹•‡ƒ•„‡‹‰ƒ™ƒ”‡‘ˆŽ‘…ƒŽ
‹ˆ”ƒ•–”—…–—”‡‹••—‡•‹–Š‡…‘—–”›„‡‹‰‡˜ƒŽ—ƒ–‡†ǡƒ••—ƒ”‹œ‡†‹
šŠ‹„‹–ͳǦ͵ͷǤ

Exhibit 1-35: Infrastructure Considerations in Global Expansion

Issue Considerations

Port facilities, airports Specific details on the size and quality of port facilities
and airports
Highway conditions The size and condition of roads as well as the extent
of the highway system
Rail lines The availability of routes that will minimize any delay
in movement of products

Source: APICS Global Sourcing Workshop Series

Š‡…‘†‹–‹‘ƒ†…ƒ’ƒ…‹–›‘ˆ’‘”–ˆƒ…‹Ž‹–‹‡•ǡƒ‹”’‘”–•ǡƒ†”‘ƒ†•…ƒ„‡ƒŒ‘”
ˆƒ…–‘”•‹‰‡––‹‰‰‘‘†•ƒ†•—’’Ž‹‡••Š‹’’‡†”‡Ž‹ƒ„Ž›ƒ†‘ƒ–‹‡Ž›„ƒ•‹•Ǥ
‹ˆˆ‡”‡–”ƒ‹Ž–”ƒ…‰ƒ—‰‡•ƒ†…ƒ’ƒ…‹–›‹••—‡•…ƒƒ†˜‡”•‡Ž›ƒˆˆ‡…–Ž‡ƒ†
–‹‡•Ǥ††‹–‹‘ƒŽŽ›ǡ…”‘••‹‰„‘”†‡”•‹˜‘Ž˜‡•Š‹‰Š˜‘Ž—‡•‘ˆ’ƒ’‡”™‘”Ǥ

Topic 2: Inventory, Technology, and Metrics Design
Š‹•–‘’‹…„”‹‡ˆŽ›ƒ††”‡••‡•†‡•‹‰ˆ‘”‹˜‡–‘”›Ž‘…ƒ–‹‘•ǡ‹˜‡–‘”›
Ž‡˜‡Ž•ǡ–‡…Š‘Ž‘‰›ǡƒ†‡–”‹…•Ǥ‹…‡–Š‡”‡‹•ƒ‡–‹”‡…Šƒ’–‡”†‡˜‘–‡†
–‘‹˜‡–‘”›ƒƒ‰‡‡–‹–Š‡‡š–‘†—Ž‡ǡǡ–‡…Š‘Ž‘‰›‹•ƒ††”‡••‡†
‹†‡–ƒ‹Ž‹–Š‡‡š–…Šƒ’–‡”ǡƒ†•’‡…‹ˆ‹…‡–”‹…•ƒ”‡†‹•…—••‡†ˆ—”–Š‡”‹
‘†—Ž‡͵Ǥ

© 2016 APICS 1-192 Version 4.0, 2016 Edition

All rights reserved Printed on 100% post-consumer waste recycled paper.
 Section B: Design the Supply Chain

Inventory ƒ††‹–‹‘–‘†‡–‡”‹‹‰–Š‡—„‡”ƒ†Ž‘…ƒ–‹‘‘ˆ™ƒ”‡Š‘—•‡•ǡ•—’’Ž›
location and …Šƒ‹ƒƒ‰‡”•‹ƒ—ˆƒ…–—”‹‰‡–‡”’”‹•‡•—•–ƒŽ•‘…‘•‹†‡”–Š‡
levels •–‘…‹‰‘ˆ™ƒ”‡Š‘—•‡•™‹–Šƒ‘’–‹ƒŽŽ‡˜‡Ž‘ˆ–Š‡”‹‰Š–‹†•‘ˆ‹˜‡–‘”›
ƒ•–Š‡›†‡•‹‰–Š‡•—’’Ž›…Šƒ‹Ǥƒƒ‰‡”•—•–‡•–ƒ„Ž‹•Š–”ƒ•’‘”–ƒ–‹‘
Ž‹•–Šƒ–‡•—”‡–‹‡Ž›ƒ””‹˜ƒŽƒ–ǡƒ††‡’ƒ”–—”‡ˆ”‘ǡ™ƒ”‡Š‘—•‡•Ǥ

–Š‡‹†‡ƒŽ‡–™‘”ǡ”ƒ™ƒ–‡”‹ƒŽ•ǡ…‘’‘‡–•ǡƒ†”‡•‘—”…‡•‹‰Š–‡˜‡”
„‡ƒ–”‡•–‹ƒ™ƒ”‡Š‘—•‡Ǥ•–‡ƒ†ǡ–Š‡›™‘—Ž†ƒŽ™ƒ›•„‡‹‘–‹‘—–‹Ž
ƒ””‹˜‹‰ǡŒ—•–‹–‹‡ǡƒ–‡ƒ…ŠŽ‘…ƒ–‹‘ƒŽ‘‰–Š‡…Šƒ‹Ǥ‡”‡ƒ•‘–Š‹•‹†‡ƒŽ
•–ƒ–‡‹•†‹ˆˆ‹…—Ž––‘ƒ…Š‹‡˜‡‹•–Š‡ˆŽ—…–—ƒ–‹‘‹†‡ƒ†–Šƒ–‘……—”•ƒŽŽƒŽ‘‰
–Š‡•—’’Ž›…Šƒ‹ǡ„‡‰‹‹‰™‹–Š–Š‡—Ž–‹ƒ–‡…—•–‘‡”Ǥ’”‡†‹…–ƒ„Ž‡
†‡ƒ†ǡƒŽ‘‰™‹–Š‘–Š‡”ˆƒ…–‘”••—…Šƒ•ƒ……‹†‡–•ƒ†ƒ†˜‡”•‡™‡ƒ–Š‡”
…‘†‹–‹‘•ǡ‡ƒ•–Šƒ–ƒ‹–ƒ‹‹‰•‘‡Ž‡˜‡Ž•‘ˆ‹˜‡–‘”›ƒ–˜ƒ”‹‘—•
Ž‘…ƒ–‹‘•ƒŽ‘‰–Š‡…Šƒ‹‹•‰‡‡”ƒŽŽ›‡…‡••ƒ”›ǤŠ‡•—’’Ž›…Šƒ‹ƒƒ‰‡”ǯ•
…ŠƒŽŽ‡‰‡‹•‰ƒ—‰‹‰ˆ—–—”‡†‡ƒ†ƒ•ƒ……—”ƒ–‡Ž›ƒ•’‘••‹„Ž‡ƒ†‡‡’‹‰
‹˜‡–‘”›ƒ•Ž‘™ƒ•’‘••‹„Ž‡™‹–Š‘—–†‹•”—’–‹‘•‹†‡Ž‹˜‡”›–‘…—•–‘‡”•Ǥ

‘†—Ž‡ʹǡ›‘—™‹ŽŽŽ‡ƒ”‘”‡ƒ„‘—–’Žƒ‹‰ƒ†…‘–”‘ŽŽ‹‰‹˜‡–‘”‹‡•ǡ
–Š‡”‡Žƒ–‡†…‘•–…ƒ–‡‰‘”‹‡•ǡŠ‘™‹˜‡–‘”›‹’ƒ…–•ƒ‘”‰ƒ‹œƒ–‹‘ǯ•
ˆ‹ƒ…‹ƒŽ•–ƒ–‡‡–•ǡƒ†‹˜‡–‘”›ƒƒ‰‡‡–ƒ†…‘–”‘ŽǤ

Supply chain ‹…‡–‡…Š‘Ž‘‰›Šƒ•„‡…‘‡•—…Šƒ’‘™‡”ˆ—Žˆ‘”…‡–Šƒ–…ƒ‡š–‡†•—’’Ž›
technology …Šƒ‹˜‹•‹„‹Ž‹–›ƒ…”‘••—Ž–‹’Ž‡–‹‡”•™Š‹Ž‡’”‘˜‹†‹‰™‘”Ž†Ǧ•Š”‹‹‰
˜‡Ž‘…‹–›ǡ‹–‹•ƒ…”‹–‹…ƒŽƒ•’‡…–‘ˆ–Š‡†‡•‹‰Ǥƒ††‹–‹‘–‘–Š‡–‡…Š‘Ž‘‰›
ƒ”…Š‹–‡…–—”‡†‡…‹•‹‘•ƒŽ”‡ƒ†›†‹•…—••‡†ǡ•‘‡‹’‘”–ƒ–…‘•‹†‡”ƒ–‹‘•
‹–Š‹•ƒ”‡ƒ‹…Ž—†‡
i ‡–‡”‹‹‰Š‘™ˆ”‡“—‡–Ž›†ƒ–ƒ•Š‘—Ž†„‡–”ƒ•ˆ‡””‡†ƒ†ƒƒŽ›œ‡†
i ‡…‹†‹‰Š‘™†ƒ–ƒ™‹ŽŽ„‡ƒƒŽ›œ‡†ƒ†—•‡†
i ‡–‡”‹‹‰–Š‡‹’ƒ…–‘ˆ–Š‡‹–‡”‡–ƒ†‡Ǧ…‘‡”…‡
i ‡•‹‰‹‰ƒ†•‡––‹‰—’‹ˆ”ƒ•–”—…–—”‡‹–‡”ƒŽŽ›ƒ†„‡–™‡‡•—’’Ž›
…Šƒ‹’ƒ”–‡”•
i –‡‰”ƒ–‹‰ƒ††‡…‹•‹‘•—’’‘”–•›•–‡•‹–‘…‘’‡–‹–‹˜‡•–”ƒ–‡‰›Ǥ

‡…Š‘Ž‘‰›‹•–Š‡•—„Œ‡…–‘ˆ–Š‡‡š–…Šƒ’–‡”‹–Š‹••‡…–‹‘Ǥ

SCOR model ‘—‰‡–™Šƒ–›‘—‡ƒ•—”‡ǤŠ‡†‡•‹‰‹‰‡–”‹…•ǡ‹–‹•‹’‘”–ƒ––‘
‡…‘—”ƒ‰‡’‡‘’Ž‡–‘‹’”‘˜‡™Šƒ–›‘—‡ƒ•—”‡ƒ†‡…‘—”ƒ‰‡’‡‘’Ž‡–‘
‹‰‘”‡‘”†‡’”‹‘”‹–‹œ‡™Šƒ–›‘—ˆƒ‹Ž–‘‡ƒ•—”‡ǤŠ‡•‡…‘†’ƒ”–‘ˆ–Š‹•
•–ƒ–‡‡–”‡ˆ‡”‡…‡•–Š‡—‹–‡†‡†…‘•‡“—‡…‡•Ž—”‹‰„‡Š‹†–Š‡
•–ƒ–‡‡–Dz›‘—‰‡–™Šƒ–›‘—‡ƒ•—”‡Ǥdz‘‡•—”‡„—•‹‡••‡•ƒ”‡‰‡––‹‰
–Š‡”‡•—Ž–•–Š‡›™ƒ–™Š‹Ž‡‹‹‹œ‹‰—‹–‡†‡†…‘•‡“—‡…‡•ǡ
‘”‰ƒ‹œƒ–‹‘•‘ˆ–‡–—”–‘™‡ŽŽǦ‡•–ƒ„Ž‹•Š‡†’”‘…‡••Ǧ‘”‹‡–‡†‡ƒ•—”‡‡–
‘†‡Ž•„‡…ƒ—•‡–Š‡›ƒ”‡–Š‘”‘—‰Š›‡–‘–‘˜‡”Ž›…‘’Ž‡š‘”…—„‡”•‘‡Ǥ

© 2016 APICS 1-193 Version 4.0, 2016 Edition

All rights reserved Printed on 100% post-consumer waste recycled paper.
Module 1: Supply Chain Design

‡‘ˆ–Š‡‘”‡™‹†‡Ž›ƒ……‡’–‡†ƒ†—•‡†’”‘…‡••Ǧ‘”‹‡–‡†‘†‡Ž•‹•–Š‡
Supply Chain Operations Reference (SCOR®) model.Š‡‘†‡Ž‹•
Dzƒ’”‘…‡••”‡ˆ‡”‡…‡‘†‡Ž†‡˜‡Ž‘’‡†ƒ†‡†‘”•‡†„›–Š‡—’’Ž›
Šƒ‹‘—…‹ŽȋȌǡƒ•–Š‡…”‘••Ǧ‹†—•–”›ǡ•–ƒ†ƒ”††‹ƒ‰‘•–‹…–‘‘Ž
ˆ‘”•—’’Ž›…Šƒ‹ƒƒ‰‡‡–dzȋAPICS DictionaryǡͳͶ–Š‡†‹–‹‘ȌǤ–”‡ˆŽ‡…–•
–Š‡…‘ŽŽ‡…–‹˜‡™‹•†‘‘ˆ›‡ƒ”•‘ˆˆ‹‡Ž†Ǧ„ƒ•‡†’”ƒ…–‹…‡•ƒ†’”‘˜‹†‡•ƒ
—‹“—‡ˆ”ƒ‡™‘”–Šƒ–Ž‹•„—•‹‡••’”‘…‡••‡•ǡ‡–”‹…•ǡ„‡•–’”ƒ…–‹…‡•ǡ
•‹ŽŽ•ǡƒ†–‡…Š‘Ž‘‰›ˆ‡ƒ–—”‡•‹ƒ—‹ˆ‹‡†•–”—…–—”‡Ǥ

Š‡‘†‡Ž‹•—•‡†„›‡„‡”•–‘‡Šƒ…‡–Š‡‹”
—†‡”•–ƒ†‹‰‘ˆ–Š‡‹”•—’’Ž›…Šƒ‹•ƒ†ƒ••‘…‹ƒ–‡†’”‘…‡••‡•ƒ†–‘
‹’”‘˜‡–Š‡‹”•—’’Ž›…Šƒ‹ƒƒ‰‡‡–•›•–‡•ƒ†’”ƒ…–‹…‡•Ǥ
‡„‡”•Š‹’‹•‘’‡–‘ƒŽŽ‹–‡”‡•–‡†…‘”’‘”ƒ–‹‘•ǡ‘’”‘ˆ‹–
‘”‰ƒ‹œƒ–‹‘•ǡ‰‘˜‡”‡–ƒ†‹Ž‹–ƒ”›ƒ‰‡…‹‡•ǡ…‘•—Ž–ƒ–•ǡƒ†
ƒ…ƒ†‡‹…‹ƒ•ǤŠ‡‘†‡ŽŠƒ•„‡‡†‡˜‡Ž‘’‡†ƒ†”‡ˆ‹‡†„›†‘œ‡•‘ˆ
ƒŒ‘”…‘’ƒ‹‡•ƒ†ƒ’’Ž‹‡†‹‹‹–‹ƒ–‹˜‡•ƒ˜ƒ‹Žƒ„Ž‡–‘—’’Ž›
Šƒ‹‘—…‹Ž‡„‡”•ƒ•…ƒ•‡•–—†‹‡•Ǥ

Š‡…ƒ”‡ˆ—ŽŽ›†‡ˆ‹‡•–Š‡„‘—†ƒ”‹‡•™‹–Š‹™Š‹…Š–Š‡
’”‘…‡••‘†‡Žƒ’’Ž‹‡•Ǥ’‡…‹ˆ‹…ƒŽŽ›ǡ‹–†‘‡•‘–ƒ’’Ž›–‘ƒŽŽ„—•‹‡••
’”‘…‡••‡•ǡ‘Ž›–‘–Š‘•‡‹˜‘Ž˜‡†‹–Š‡•—’’Ž›…Šƒ‹ƒ•–Š‡…Šƒ‹
‡š–‡†•–™‘–‹‡”•‹„‘–Š†‹”‡…–‹‘•ˆ”‘–Š‡…‘’ƒ›ƒ––Š‡…‘”‡ǤŠ‹•‹•
•Š‘™‹šŠ‹„‹–ͳǦ͵͸Ǥ

Exhibit 1-36: Supply Chain Operations Reference (SCOR®) Model

Plan

Plan Plan

Deliver Make Source Make Deliver Make Source

Source Deliver Source Deliver
Return Return Return Return
Return Return Return Return
Enable
Suppliers’ Enable Enable Customer’s
Supplier Supplier— Customer— Customer
Internal or External Your Organization Internal or External

Source: Adapted from APICS Supply Chain Council.

i ––Š‡…‡–‡”‹•Dz‘—””‰ƒ‹œƒ–‹‘Ǥdz
i ‘–Š‡‹‡†‹ƒ–‡”‹‰Š–‹•–Š‡ˆ‹”•––‹‡”‘ˆ…—•–‘‡”•ǡ™Š‹…Š…ƒ„‡‡‹–Š‡”
‹–‡”ƒŽ‘”‡š–‡”ƒŽǤ

© 2016 APICS 1-194 Version 4.0, 2016 Edition

All rights reserved Printed on 100% post-consumer waste recycled paper.
 Section B: Design the Supply Chain

i ‘–Š‡Ž‡ˆ–‹•–Š‡ˆ‹”•––‹‡”‘ˆ•—’’Ž‹‡”•ǡ™Š‹…Šǡƒ‰ƒ‹ǡ…ƒ„‡‡‹–Š‡”
‹–‡”ƒŽ‘”‡š–‡”ƒŽǤ
i Š‡‘†‡Ž‰‘‡•‘—––™‘–‹‡”•‹„‘–Š†‹”‡…–‹‘•Ǣ–Š‡•‡…‘†Ǧ–‹‡”
•—’’Ž‹‡”•ƒ†…—•–‘‡”•ƒ”‡ƒ••—‡†–‘„‡‡š–‡”ƒŽǤ

Š‡ƒ‹ˆ‘…—•‘ˆ–Š‡‘†‡Ž‹•‘–Š‡•—’’Ž›…Šƒ‹ǯ•ƒƒ‰‡‡–
’”‘…‡••‡•ǣ’Žƒǡ•‘—”…‡ǡƒ‡ǡ†‡Ž‹˜‡”ǡ”‡–—”ǡƒ†‡ƒ„Ž‡ǤŠ‡•‡
’”‘…‡••‡•Ȅ™Š‹…Šƒ”‡‘––”ƒ†‹–‹‘ƒŽˆ—…–‹‘ƒŽƒ”‡ƒ•‘”
†‡’ƒ”–‡–•Ȅ‡š‹•–™‹–Š‹–Š‡‡–‹–‹‡•‘ˆ–Š‡•—’’Ž›…Šƒ‹ǤŽŽ–Š‡
’”‘…‡••‡•ƒ”‡…ƒ””‹‡†‘—–„›–Š‡…‡–”ƒŽ–”‹ƒ†‘ˆ…Šƒ‹‡„‡”•Ǥ

Š‡‡–‹–‹‡•ƒ–‡ƒ…Š‡†‘ˆ–Š‡•—’’Ž›…Šƒ‹ȋƒ”ƒ™ƒ–‡”‹ƒŽ•—’’Ž‹‡”
ƒ†ƒ”‡–ƒ‹Ž‘—–Ž‡–ǡˆ‘”‡šƒ’Ž‡Ȍ’‡”ˆ‘”‘Ž›–™‘’”‘…‡••‡•ȋ–Š‡
•—’’Ž‹‡”ǯ••—’’Ž‹‡”Šƒ†Ž‡•‘Ž›†‡Ž‹˜‡”›ƒ†”‡–—”•ǡ™Š‹Ž‡–Š‡
…—•–‘‡”ǯ•…—•–‘‡”ƒƒ‰‡•‘Ž›•‘—”…‹‰ƒ†”‡–—”•ȌǤŠ‹•‘†‡Ž
…ƒƒŽ•‘„‡ƒ’’Ž‹‡†–‘•—’’Ž›…Šƒ‹•…‘–ƒ‹‹‰ƒ›‘”‡Ž‹‡†
‘”‰ƒ‹œƒ–‹‘•Ǥ

SCOR Version 11.0 does apply to the following activities:
i ŽŽ…—•–‘‡”‹–‡”ƒ…–‹‘•ˆ”‘‘”†‡”‡–”›–Š”‘—‰Š’ƒ‹†‹˜‘‹…‡
i ŽŽ’”‘†—…––”ƒ•ƒ…–‹‘•ȋ†‡ˆ‹‡†ƒ•’Š›•‹…ƒŽƒ–‡”‹ƒŽ•ƒ†•‡”˜‹…‡•Ȍǡ
‹…Ž—†‹‰‡“—‹’‡–ǡ•’ƒ”‡’ƒ”–•ǡ„—Ž’”‘†—…–ǡƒ†•‘ˆ–™ƒ”‡ǡƒ‘‰
‘–Š‡”•
i ŽŽƒ”‡–‹–‡”ƒ…–‹‘•ˆ”‘—†‡”•–ƒ†‹‰ƒ‰‰”‡‰ƒ–‡†‡ƒ†
–Š”‘—‰Š‘”†‡”ˆ—Žˆ‹ŽŽ‡–

SCOR Version 11.0 does not apply to the following processes:

i ƒŽ‡•ƒ†ƒ”‡–‹‰ȋ†‡ˆ‹‡†ƒ•†‡ƒ†‰‡‡”ƒ–‹‘Ȍ
i ‡•‡ƒ”…Šƒ†–‡…Š‘Ž‘‰›†‡˜‡Ž‘’‡–
i ”‘†—…–†‡˜‡Ž‘’‡–
i ‘‡‡Ž‡‡–•‘ˆ’‘•–Ǧ†‡Ž‹˜‡”›…—•–‘‡”•—’’‘”–ȋ—–‹–†‘‡•‹…Ž—†‡
”‡–—”•ƒ•ƒˆ—†ƒ‡–ƒŽ’”‘…‡••ǤȌ

Š‡‘†‡Žƒ••—‡•–Šƒ––Š‡’”‘†—…–Šƒ•ƒŽ”‡ƒ†›„‡‡†‡•‹‰‡†ƒ†
–‡•–‡†ˆ‘”’”‘†—…–‹‘Ǥ‘™‡˜‡”ǡ–Š‡†‡•‹‰‘ˆƒ’”‘†—…–ƒ›•‹‰‹ˆ‹…ƒ–Ž›
‹ˆŽ—‡…‡–Š‡ˆ—…–‹‘‹‰‘ˆ–Š‡…Šƒ‹ǡ•‘•—’’Ž›…Šƒ‹”‡’”‡•‡–ƒ–‹˜‡•
•Š‘—Ž†’Žƒ›ƒ”‘Ž‡‹–Š‡†‡•‹‰’”‘…‡••ǡƒ•›‘—ǯŽŽ•‡‡‹‘’‹…ͶǤ

SCOR does not address the following but assumes that they exist:
i ”ƒ‹‹‰
i —ƒŽ‹–›
i ˆ‘”ƒ–‹‘–‡…Š‘Ž‘‰›ȋȌ
i †‹‹•–”ƒ–‹‘ȋ‘–Š‡”–Šƒ•—’’Ž›…Šƒ‹ƒƒ‰‡‡–ƒ†‹‹•–”ƒ–‹‘Ȍ

© 2016 APICS 1-195 Version 4.0, 2016 Edition

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Module 1: Supply Chain Design

Š‡‘†‡Ž™ƒ•†‡˜‡Ž‘’‡†•’‡…‹ˆ‹…ƒŽŽ›–‘‡ƒ•—”‡…”‘••Ǧ
ˆ—…–‹‘ƒŽǡ…”‘••Ǧ…‘’ƒ›•—’’Ž›…Šƒ‹’”‘…‡••‡•Ǥ–‹…Ž—†‡•‡–”‹…•
–‘…ƒŽ…—Žƒ–‡—‡”‹…ƒŽ˜ƒŽ—‡•ˆ‘”’‡”ˆ‘”ƒ…‡ƒ––”‹„—–‡•ǡƒ†–Š‹•
ƒŽŽ‘™•‹––‘„‡—•‡†–‘…‘’ƒ”‡’‡”ˆ‘”ƒ…‡ƒ‰ƒ‹•–‹†—•–”›Ǧ„‡•–‘”
„‡•–Ǧ‹Ǧ…Žƒ••’‡”ˆ‘”ƒ…‡ƒ•™‡ŽŽƒ•ƒ‰ƒ‹•–ƒ…‘’ƒ›ǯ•‘™’”‡˜‹‘—•
’‡”ˆ‘”ƒ…‡ƒ†ˆ—–—”‡‰‘ƒŽ•Ǥ

Level-1 SCOR metrics.

‘‡ƒ•—”‡’‡”ˆ‘”ƒ…‡ǡ–Š‡Šƒ•†‡˜‡Ž‘’‡†ƒ•›•–‡‘ˆ
‡–”‹…•Ǥ‡ǯ”‡Ž‹‹–‹‰–Š‡†‹•…—••‹‘Š‡”‡–‘‡˜‡ŽǦͳ‡–”‹…•ǡ–Š‡
Š‹‰Š‡•–Ž‡˜‡ŽǤŠ‹•’”‘˜‹†‡•ƒ–ƒ•–‡‘ˆ–Š‡‡ƒ•—”‡‡–•›•–‡ǡ
„—–„‡›‘†‡˜‡ŽǦͳƒ”‡•‡˜‡”ƒŽ†‡‡’‡”Ž‡˜‡Ž•™‹–ŠŠ—†”‡†•‘ˆ‘”‡Ǧ
•’‡…‹ˆ‹…ǡ”‡Žƒ–‡†‡ƒ•—”‡‡–•ǤŠ‡‡˜‡ŽǦͳ‡–”‹…•‡š’Žƒ‹‡†Š‡”‡ƒ”‡
‘––‹‡†–‘–Š‡•’‡…‹ˆ‹…’”‘…‡••‡•‹–Š‡’Žƒǡ•‘—”…‡ǡƒ‡ǡ
†‡Ž‹˜‡”ǡ”‡–—”ǡƒ†‡ƒ„Ž‡‘†‡ŽǤ•–‡ƒ†ǡ–Š‡›ƒ›…—–ƒ…”‘••—Ž–‹’Ž‡
’”‘…‡••‡•Ǥ

šŠ‹„‹–ͳǦ͵͹‘–Š‡‡š–’ƒ‰‡‹†‡–‹ˆ‹‡•–Š‡‡˜‡ŽǦͳ‡–”‹…•‹–Š‡”‹‰Š–Ǧ
Šƒ†…‘Ž—Ǥ–Š‡Ž‡ˆ–ǦŠƒ†ƒ†‹††Ž‡…‘Ž—•ǡ‹–ƒ‡•ƒ†
‡š’Žƒ‹•–Š‡•—’’Ž›…Šƒ‹’‡”ˆ‘”ƒ…‡ƒ––”‹„—–‡‡ƒ•—”‡†„›‡ƒ…Š
‡–”‹…Ǥ

Š‡•‡ƒ––”‹„—–‡•‹…Ž—†‡
i —’’Ž›…Šƒ‹”‡Ž‹ƒ„‹Ž‹–›ǡ™Š‹…Š‹•†‡ˆ‹‡†ƒ•–Š‡’‡”…‡–ƒ‰‡‘ˆ‘”†‡”•
–Šƒ–ƒ”‡ˆ‹ŽŽ‡†’‡”ˆ‡…–Ž›ȋ‘–‹‡ǡ‘†ƒƒ‰‡ǡ‡–…ǤȌǤˆ›‘—”…—•–‘‡”
‘”†‡”•ͳǡͲͲͲ•ƒ†–Š‡›ƒŽŽ•Š‘™—’ƒ––Š‡†‡•‹‰ƒ–‡†ˆƒ…‹Ž‹–›‘
–‹‡ǡ—†ƒƒ‰‡†ǡƒ†…‘’Ž‡–‡Ž›†‘…—‡–‡†ƒ†’ƒ…ƒ‰‡†ǡ
›‘—ǯ˜‡†‡Ž‹˜‡”‡†ƒ’‡”ˆ‡…–‘”†‡”Ǥ
i —’’Ž›…Šƒ‹”‡•’‘•‹˜‡‡••ǡ™Š‹…Š”‡ˆ‡”•–‘–Š‡ƒ‘—–‘ˆ–‹‡
”‡“—‹”‡†–‘…‘’Ž‡–‡ƒ†‡Ž‹˜‡”›Ǥ‡Ž‹ƒ„‹Ž‹–›ƒ†”‡•’‘•‹˜‡‡••ƒ”‡
Dz…—•–‘‡”Ǧˆƒ…‹‰dz“—ƒŽ‹–‹‡•‘ˆ–Š‡…Šƒ‹ƒ†ƒ”‡ƒ’’”‘’”‹ƒ–‡–‘
‡ƒ•—”‡ƒ†ǡ‹ˆ‡…‡••ƒ”›ǡ‹’”‘˜‡‹ˆ–Š‡‘˜‡”ƒŽŽ•–”ƒ–‡‰›ˆ‘…—•‡•‘
…—•–‘‡”Ž‘›ƒŽ–›Ǥ
i —’’Ž›…Šƒ‹ƒ‰‹Ž‹–›ǡ™Š‹…Š”‡ˆ‡”•–‘–Š‡•—’’Ž›…Šƒ‹ǯ•ƒ„‹Ž‹–›–‘
”‡•’‘†–‘—’Žƒ‡†‘”†‡”•‹Žƒ”‰‡”ƒ‘—–•ȋ‘”•ƒŽŽ‡”
ƒ‘—–•Ȍ–Šƒ‡š’‡…–‡†‘”‡ƒ”Ž‹‡”–Šƒ‡š’‡…–‡†Ǥ‰‹Ž‹–›‡–”‹…•
ˆƒ…‡„‘–Š‹™ƒ”†–‘–Š‡…Šƒ‹ƒ†‘—––‘–Š‡…—•–‘‡”Ǥ
i —’’Ž›…Šƒ‹…‘•–•ƒ†•—’’Ž›…Šƒ‹ƒ••‡–ƒƒ‰‡‡–ǡ™Š‹…Š„”‹‰
–Š‡‘˜‡”ƒŽŽƒ••‡••‡–†‘™–‘‡ƒ”–Š™‹–Š‡ƒ•—”‡•‘ˆˆ‹ƒ…‹ƒŽ
‡ˆˆ‡…–‹˜‡‡••ƒ†’”‘ˆ‹–ƒ„‹Ž‹–›ǤŠ‡•‡‡–”‹…•ƒ”‡—•‡ˆ—Ž‹ˆ–Š‡
•–”ƒ–‡‰›ˆ‘…—•‡•‘ˆ‹ƒ…‹ƒŽ”‡–—”•Ǥ

© 2016 APICS 1-196 Version 4.0, 2016 Edition

All rights reserved Printed on 100% post-consumer waste recycled paper.
 Section B: Design the Supply Chain

Exhibit 1-37: SCOR 11.0 Performance Attributes and Metrics

Performance Performance Attribute

Level-1 Metric
Attribute Definition
Supply chain The performance of the supply chain in Perfect order fulfillment
reliability delivering the correct product, to the
correct place, at the correct time, in the
correct condition and packaging, in the
correct quantity, with the correct
documentation, to the correct customer
Supply chain The speed at which a supply chain Order fulfillment cycle time
responsiveness provides products to the customer
Supply chain The ability of a supply chain to respond to Upside supply chain flexibility
agility marketplace changes to gain or maintain Upside supply chain adaptability
competitive advantage
Downside supply chain adaptability
Overall value at risk
Supply chain The costs associated with operating the
Total cost to serve
costs supply chain
Supply chain The effectiveness of an organization in Cash-to-cash cycle time
asset managing assets to support demand Return on supply chain fixed assets
management satisfaction; includes the management of
Return on working capital
all assets: fixed and working capital


…‡–Š‡•—’’Ž›…Šƒ‹Šƒ•ƒ’‡”…‡–ƒ‰‡•…‘”‡ˆ‘”ƒ’ƒ”–‹…—Žƒ”‡–”‹…ǡ‹–…ƒ
–Š‡…‘†—…–”‡•‡ƒ”…Š–‘†‡–‡”‹‡‹–•”ƒ‹‰ƒ‘‰”‡Ž‡˜ƒ–
‘”‰ƒ‹œƒ–‹‘•ƒ††‡…‹†‡™Š‡–Š‡”–‘—†‡”–ƒ‡ƒ‹’”‘˜‡‡–‹‹–‹ƒ–‹˜‡Ǥ

Š‡•‡Ž‡…–‹‘‘ˆ‡–”‹…•†‡’‡†•—’‘–Š‡•—’’Ž›…Šƒ‹•–”ƒ–‡‰›Ǣ–Š‡”‡‹•
‘”‡“—‹”‡‡––Šƒ–ƒŽŽ‡˜‡ŽǦͳ‡–”‹…•Šƒ˜‡–‘„‡ƒ’’Ž‹‡†•‹—Ž–ƒ‡‘—•Ž›Ǥ
ˆƒ…–ǡ–Š‡‘’’‘•‹–‡‹•‘”‡Ž‹‡Ž›–‘„‡–”—‡Ǥ‹…‡–Š‡‡–”‹…•ƒ”‡‹–‡†‡†
–‘ƒ’’Ž›ƒ…”‘••„‘—†ƒ”‹‡•ǡƒ›‹‹–‹ƒ–‹˜‡™‹ŽŽ”‡“—‹”‡–Š‘”‘—‰Š‡š’Žƒƒ–‹‘
ƒ––Š‡˜‡”›Ž‡ƒ•––‘ƒŽŽ–Š‘•‡ƒƒ‰‡”•ƒˆˆ‡…–‡†‹–Š‡†‹ˆˆ‡”‡–ˆ—…–‹‘ƒŽ
ƒ”‡ƒ•ƒ†…‘’ƒ‹‡•Ǥ’”‘˜‹‰•—’’Ž›…Šƒ‹”‡•’‘•‹˜‡‡••ǡˆ‘”‡šƒ’Ž‡ǡ
‹‰Š–‹˜‘Ž˜‡—Ž–‹’Ž‡•—’’Ž‹‡”•ǡƒŽ–‡”‡†’”‘†—…–‹‘’”‘…‡••‡•ǡ‡˜‡
’”‘†—…–”‡†‡•‹‰–‘ƒ…Š‹‡˜‡–Š‡ƒ„‹Ž‹–›–‘’—–‘”‡’”‘†—…–‹–‘…—•–‘‡”•ǯ
Šƒ†•‘•Š‘”–‘–‹…‡‘”–‘‰‡––Š‡’”‘†—…––Š‡”‡ˆƒ•–‡”Ǥ

‘ƒ…Š‹‡˜‡‰”‡ƒ–‡”‘˜‡”ƒŽŽ˜‡Ž‘…‹–›‹‰Š–”‡“—‹”‡–Šƒ–‘‡Ž‹‹–Š‡…Šƒ‹
ƒ…–—ƒŽŽ›—†‡”’‡”ˆ‘”‹–Š‡‹–‡”‡•–‘ˆ„‘‘•–‹‰’‡”ˆ‘”ƒ…‡‡Ž•‡™Š‡”‡Ǥ
Š‹’’‹‰‹‰Š–Šƒ˜‡–‘”‡Ž›‘‘”‡‡š’‡•‹˜‡–”ƒ•’‘”–ƒ–‹‘ǡˆ‘”‡šƒ’Ž‡Ǥ
Š‡•‡–”ƒ†‡‘ˆˆ•Šƒ˜‡–‘„‡…ƒ”‡ˆ—ŽŽ›‡‰‘–‹ƒ–‡†™‹–Š–Š‘•‡‹˜‘Ž˜‡†ǡƒ†
”‡™ƒ”†•ƒ›Šƒ˜‡–‘„‡•Šƒ”‡†‹•—…Šƒ™ƒ›–Šƒ––Š‡‹–‡”‡•–‘ˆ‡ƒ…Š
•–ƒ‡Š‘Ž†‡”‹•„”‘—‰Š–‹–‘ƒŽ‹‰‡–™‹–Š–Šƒ–‘ˆ–Š‡‘˜‡”ƒŽŽ‡–‡”’”‹•‡Ǥ
–”‘‰Ž‡ƒ†‡”•Š‹’ˆ”‘ƒ„‘˜‡‹•’ƒ”ƒ‘—–Ǥ’‹Ž‘–’”‘Œ‡…–‹•Š‡Ž’ˆ—Ž‹ˆ‹–

© 2016 APICS 1-197 Version 4.0, 2016 Edition

All rights reserved Printed on 100% post-consumer waste recycled paper.
Module 1: Supply Chain Design

•–ƒ”–•ƒ––Š‡‘•–ƒƒ‰‡ƒ„Ž‡Ž‡˜‡Žƒ†Šƒ•ƒ‰‘‘†…Šƒ…‡‘ˆ“—‹…•—……‡••Ǥ
’’Ž›‹‰‘‡‡–”‹…ƒ…”‘••–™‘‘”–Š”‡‡•—’’Ž›…Šƒ‹’ƒ”–‡”•‹•‘––‘‘
‘†‡•–ƒ’”‘Œ‡…–Ǥ‡‡„‡”–Šƒ–—†‡”Ž›‹‰–Š‡‡˜‡ŽǦͳ‡–”‹…•ƒ”‡
ˆ—”–Š‡”Ž‡˜‡Ž•‘ˆ‡–”‹…•–‘’”‘˜‹†‡‰—‹†ƒ…‡–Šƒ–‹•‘”‡•’‡…‹ˆ‹…ƒ†‘”‡
…‘’Ž‡šǤ‘—™‹ŽŽŽ‡ƒ”‘”‡ƒ„‘—––Š‡•’‡…‹ˆ‹…†‡ˆ‹‹–‹‘•‘ˆ–Š‡‡˜‡ŽǦͳ
‡–”‹…•ƒŽ‘‰™‹–Š–Š‡‹”ˆ‘”—Žƒ•‹‘†—Ž‡͵Ǥ

Topic 3: Fulfillment Strategies Considering Market Requirements
Balancing ”‰ƒ‹œƒ–‹‘•‘ˆ–‡‡‡†–‘„ƒŽƒ…‡‡ˆˆ‹…‹‡…›ȋŽ‡ƒ•–Ǧ…‘•–ƒ—ˆƒ…–—”‹‰ƒ†
efficiency with •—’’Ž›…Šƒ‹Ȍ™‹–Š”‡•’‘•‹˜‡‡••ȋƒ„‹Ž‹–›–‘„‡ˆŽ‡š‹„Ž‡‹”‡•’‘•‡–‘
responsiveness …Šƒ‰‹‰†‡ƒ†ȌǤ‹…‡ˆŽ‡š‹„‹Ž‹–›…‘‡•™‹–Šƒ…‘•–ǡˆ‘”‡šƒ’Ž‡ǡ
”‡†—†ƒ–…ƒ’ƒ…‹–›‘”‡“—‹’‡––Šƒ–…ƒ„‡…Šƒ‰‡†‘˜‡”ˆ‘”‘–Š‡”
’”‘†—…–•ǡ‘‡…ƒ‘–‰‡‡”ƒŽŽ›ƒš‹‹œ‡„‘–Š‘ˆ–Š‡•‡‘„Œ‡…–‹˜‡•
•‹—Ž–ƒ‡‘—•Ž›Ǥ‡ƒŽ•‘…ƒ‘–‹‰‘”‡‡‹–Š‡”‘ˆ–Š‡•‡ˆƒ…–‘”•‡–‹”‡Ž›Ǥ
‘”‰ƒ‹œƒ–‹‘–Šƒ–…Š‘‘•‡•–‘…‘’‡–‡‘Ž‘™…‘•–™‹ŽŽƒš‹‹œ‡‡ˆˆ‹…‹‡…›ǡ
„—–™‹ŽŽ•–‹ŽŽ‡‡†•‘‡ƒ‘—–‘ˆ”‡•’‘•‹˜‡‡••–‘‹–‹‰ƒ–‡†‡ƒ†”‹•Ǥ
‘”‰ƒ‹œƒ–‹‘–Šƒ–‹•ƒ†ƒ’–ƒ„Ž‡–‘Žƒ”‰‡ˆŽ—…–—ƒ–‹‘•‹†‡ƒ†‘”–‘
†‹•”—’–‹‘•‹–Š‡•—’’Ž›…Šƒ‹™‹ŽŽ•–‹ŽŽ‡‡†•‘‡‡ˆˆ‹…‹‡…›‘”‹–™‹ŽŽ‰‘‘—–
‘ˆ„—•‹‡••Ǥ

”‰ƒ‹œƒ–‹‘•–Šƒ–•‡”˜‡ƒ”‡–•™‹–Š”‡Žƒ–‹˜‡Ž›•–ƒ„Ž‡†‡ƒ†ƒ†–Šƒ–…ƒ
ˆ‘”‡…ƒ•–™‹–Š”‡ƒ•‘ƒ„Ž‡ƒ……—”ƒ…›–‡†–‘ˆ‘…—•’”‹ƒ”‹Ž›‘‡ˆˆ‹…‹‡…›ƒ†
ƒ›•‡Ž‡…–ƒƒ‡Ǧ–‘Ǧ•–‘…ƒ—ˆƒ…–—”‹‰•–”ƒ–‡‰›ȋ‰‘‘†•ƒ”‡’”‘†—…‡†ƒ†
Š‡Ž†‹™ƒ”‡Š‘—•‡Ȁ”‡–ƒ‹ŽŽ‘…ƒ–‹‘•„‡ˆ‘”‡…—•–‘‡”‘”†‡”•ƒ”‡’Žƒ…‡†ȌǤ
”‰ƒ‹œƒ–‹‘•–Šƒ–•‡”˜‡ƒ”‡–•™‹–Š‘”‡˜‘Žƒ–‹Ž‡†‡ƒ†ƒ†—…‡”–ƒ‹
ˆ‘”‡…ƒ•–‹‰‡‡†–‘ˆ‘…—•‘”‡•’‘•‹˜‡‡•••‘–Š‡›…ƒƒ†ƒ’–“—‹…Ž›–‘
…Šƒ‰‡•ǤŠ‡•‡‘”‰ƒ‹œƒ–‹‘•–‡†–‘™ƒ”†ƒ‡Ǧ–‘Ǧ‘”†‡”ƒ—ˆƒ…–—”‹‰
•–”ƒ–‡‰‹‡•ȋ‰‘‘†•ƒ”‡ƒ—ˆƒ…–—”‡†‘Ž›ƒˆ–‡”…—•–‘‡”‘”†‡”•ƒ”‡’Žƒ…‡†Ȍ‹ˆ
•ƒŽ‡•˜‘Ž—‡‹•Ž‘™‘”ƒ••‡„Ž‡Ǧ–‘Ǧ‘”†‡”ƒ—ˆƒ…–—”‹‰•–”ƒ–‡‰‹‡•ȋ’”‘†—…–
…‘’‘‡–•‘”‘†—Ž‡•ƒ”‡’”‘†—…‡†„ƒ•‡†‘ˆ‘”‡…ƒ•–•ƒ†ƒ”‡ƒ••‡„Ž‡†
™Š‡…—•–‘‡”‘”†‡”•ƒ”‡’Žƒ…‡†Ȍ‹ˆ•ƒŽ‡•˜‘Ž—‡‹•Š‹‰ŠǤ

••—’’Ž›…Šƒ‹••–”‹˜‡–‘‹’”‘˜‡–Š‡‹”’‡”ˆ‘”ƒ…‡„ƒ•‡†‘–Š‡‡–”‹…•
–Šƒ–ƒ”‡‹’‘”–ƒ––‘–Š‡‹”‡›ƒ—†‹‡…‡•ǡ–Š‡›•Š‘—Ž†ƒŽ•‘„‡‡˜ƒŽ—ƒ–‹‰
–Š‡‹”ƒ„‹Ž‹–›–‘•–”‹‡–Š‡”‹‰Š–„ƒŽƒ…‡„‡–™‡‡‡ˆˆ‹…‹‡…›ƒ†”‡•’‘•‹˜‡Ǧ
‡••Ǥ•—’’Ž›…Šƒ‹•Š‘—Ž†‹†‡–‹ˆ›–Š‡ƒ’’”‘’”‹ƒ–‡Ž‡˜‡Ž‘ˆ•‡”˜‹…‡Ǥ

Level of service‹•†‡ˆ‹‡†„›–Š‡APICS Dictionary, ͳͶ–Š‡†‹–‹‘ǡƒ•

ƒ‡ƒ•—”‡ȋ—•—ƒŽŽ›‡š’”‡••‡†ƒ•ƒ’‡”…‡–ƒ‰‡Ȍ‘ˆ•ƒ–‹•ˆ›‹‰†‡ƒ†
–Š”‘—‰Š‹˜‡–‘”›‘”„›–Š‡…—””‡–’”‘†—…–‹‘•…Š‡†—Ž‡‹–‹‡–‘
•ƒ–‹•ˆ›–Š‡…—•–‘‡”•ǯ”‡“—‡•–‡††‡Ž‹˜‡”›†ƒ–‡•ƒ†“—ƒ–‹–‹‡•Ǥ


© 2016 APICS 1-198 Version 4.0, 2016 Edition

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 Section B: Design the Supply Chain

‡‹‰•‘Ž‡Ž›ˆ‘…—•‡†‘‡‹–Š‡”‡ˆˆ‹…‹‡…›‘””‡•’‘•‹˜‡‡••Šƒ•’”‘˜‡
ˆƒ–ƒŽˆ‘”•‘‡…‘’ƒ‹‡•Ǥ•–‡ƒ†ǡ–Š‡•—’’Ž›…Šƒ‹ƒƒ‰‡‡–‡‡†•
–‘”‡•‡ƒ”…Šƒ†‹†‡–‹ˆ›Š‘™–‘‘’–‹‹œ‡–Š‡•—’’Ž›…Šƒ‹„ƒ•‡†‘–Š‡
–›’‡ȋ•Ȍ‘ˆ’”‘†—…–•‘”’”‘†—…–‰”‘—’•–Šƒ–ƒ”‡ƒ—ˆƒ…–—”‡†™‹–Š‹–Š‡
…Šƒ‹ǤŠƒ–‡šƒ…–Ž›†‘–Š‡…—•–‘‡”•˜ƒŽ—‡‹–‡”•‘ˆ‡ƒ…Š’—”…Šƒ•‡
–Š‡›ƒ‡ǫ•‹–„ƒ•‡†‘Ž‘™’”‹…‡ǡ…‘˜‡‹‡…‡ǡ‘”…—•–‘‹œƒ„Ž‡
ˆ‡ƒ–—”‡•ǫŠ‡ƒ•™‡”•–‘•—…Š“—‡•–‹‘••Š‘—Ž†Šƒ˜‡„‡‡ƒ•™‡”‡†
†—”‹‰ƒ”‡–”‡•‡ƒ”…ŠǤ

‡–ǯ•–ƒ‡ƒ†‡‡’‡”Ž‘‘ƒ––Š‡ƒ––”‹„—–‡•‘ˆ„‘–Š‡ˆˆ‹…‹‡–ƒ†”‡•’‘•‹˜‡
•—’’Ž›…Šƒ‹•ǤŠ‡˜ƒ”‹ƒ„Ž‡•–Šƒ–†‹ˆˆ‡”‡–‹ƒ–‡–Š‡•‡–™‘–›’‡•ƒ”‡
‹˜‡–‘”›˜‘Ž—‡ƒ††‡ƒ†—…‡”–ƒ‹–›Ǥ•›‘—”‡˜‹‡™–Š‡•‡
†‡•…”‹’–‹‘•ǡ›‘—™‹ŽŽŽ‹‡Ž›”‡…‘‰‹œ‡ƒ†ƒ••‘…‹ƒ–‡…‡”–ƒ‹ƒ––”‹„—–‡•
–Šƒ–ƒ”‡‹–‡‰”ƒŽ–‘–Š‡’”‘†—…–‹‘‘ˆ†‹ˆˆ‡”‡––›’‡•‘ˆ’”‘†—…–•Ǥ

Efficiency ‡ˆˆ‹…‹‡…›Ǧˆ‘…—•‡†•—’’Ž›…Šƒ‹‰‡‡”ƒŽŽ›•–”‹˜‡•–‘Šƒ˜‡ƒ
…‘„‹ƒ–‹‘‘ˆ–Š‡•‡ƒ––”‹„—–‡•ǣ
i —•–‘‡”†‡ƒ†‹••–ƒ„Ž‡ƒ††‘‡•‘–ˆŽ—…–—ƒ–‡•‹‰‹ˆ‹…ƒ–Ž›Ǥ
ȋŠ‡”‡‹•Ž‘™†‡ƒ†—…‡”–ƒ‹–›ǤȌ
i Š‡—„‡”‘ˆˆ‘”‡…ƒ•–‹‰‡””‘”•‹•Ž‘™Ǥ
i Š‡”‡‹•Ž‹––Ž‡‘”‘ƒ†ƒ’–ƒ–‹‘–‘…Šƒ‰‡•‹•–”—…–—”‡•‘ˆƒ”‡–•
ȋ–Šƒ–‹•ǡ–Š‡Ž‘…ƒ–‹‘•‘ˆ†‡ƒ†ƒ†˜‡†‘”•†‘‘–…Šƒ‰‡ȌǤ
i Š‡”‡‹•ƒŽ‘‰’”‘†—…–Ž‹ˆ‡…›…Ž‡ȋ•–ƒ‰‡•‹–Š‡Ž‹ˆ‡•’ƒ‘ˆƒ’”‘†—…–ǡ
‹…Ž—†‹‰‹–”‘†—…–‹‘ǡ‰”‘™–Šǡƒ–—”‹–›ǡƒ††‡…Ž‹‡ȌǤ
i ”‘†—…–‹–”‘†—…–‹‘•ƒ”‡‹ˆ”‡“—‡–Ǥ
i Š‡”‡‹•Ž‹‹–‡†’”‘†—…–˜ƒ”‹‡–›Ǥ

ƒ‡ˆˆ‹…‹‡…›Ǧˆ‘…—•‡†•—’’Ž›…Šƒ‹ǡ–Š‡•—’’Ž›…Šƒ‹ƒƒ‰‡”‹•
–›’‹…ƒŽŽ›ˆ‘…—•‡†‘’”‘ƒ…–‹˜‡Ž›ƒƒ‰‹‰…—•–‘‡”†‡ƒ†ƒ†ƒ›
—•‡–‹‡•‡”‹‡•ˆ‘”‡…ƒ•–‹‰‡–Š‘†•–‘’”‡†‹…–ˆ—–—”‡†‡ƒ†Ǥ—•–‘‡”
‘”†‡”•ƒ”‡ˆ‹ŽŽ‡†™‹–Š‹˜‡–‘”›ǡƒ†ƒ›—’”‡†‹…–‡†‹–‡””—’–‹‘•ƒ”‡
—•—ƒŽŽ›ƒƒ‰‡†„›’”‘ƒ…–‹˜‡†‡ƒ†ƒƒ‰‡‡–Ǥ

Responsiveness Š‡•—’’Ž›…Šƒ‹–Šƒ–ˆ‘…—•‡•‘„‡‹‰”‡•’‘•‹˜‡†‘‡••‘„‡…ƒ—•‡‘ˆ–Š‡
ˆ‘ŽŽ‘™‹‰ƒ––”‹„—–‡•ǣ
i —•–‘‡”†‡ƒ†‹•‘–•–ƒ„Ž‡ƒ†…ƒˆŽ—…–—ƒ–‡•‹‰‹ˆ‹…ƒ–Ž›ǤȋŠ‡”‡
‹•Š‹‰Š†‡ƒ†—…‡”–ƒ‹–›ǤȌ
i Š‡—„‡”‘ˆˆ‘”‡…ƒ•–‹‰‡””‘”•…ƒ„‡Š‹‰ŠǤ
i Š‡”‡‹•ƒ†ƒ’–ƒ–‹‘–‘…Šƒ‰‡•‹•–”—…–—”‡•‘ˆƒ”‡–•ȋ–Š‡
Ž‘…ƒ–‹‘•‘ˆ†‡ƒ†ƒ†˜‡†‘”•ƒ›…Šƒ‰‡ȌǤ
i –—•‡•”‡ƒŽǦ–‹‡•›•–‡•ˆ‘”…—•–‘‡”†ƒ–ƒƒ†’—”…Šƒ•‡•Ǥ
i Š‡”‡‹•ƒ•Š‘”–’”‘†—…–Ž‹ˆ‡…›…Ž‡Ǥ
i –ƒ›—•‡—Ž–‹’Ž‡™ƒ”‡Š‘—•‡•ˆ‘”…Ž‘•‡’”‘š‹‹–›–‘…—•–‘‡”•Ǥ

© 2016 APICS 1-199 Version 4.0, 2016 Edition

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Module 1: Supply Chain Design

i –ƒ›ƒ‹–ƒ‹‡š–”ƒ…ƒ’ƒ…‹–›‘””‡†—†ƒ–…ƒ’ƒ…‹–›‹–Š‡ˆ‘”‘ˆ
‰‡‘‰”ƒ’Š‹…ƒŽŽ›†‹˜‡”•‹ˆ‹‡†‘’‡”ƒ–‹‘•‘”…‘–”ƒ…–•™‹–Š•—’’Ž‹‡”•Ǥ
i –ƒ›—•‡–Š‹”†Ǧ’ƒ”–›”ƒ’‹†–”ƒ•‹–’”‘˜‹†‡”•ˆ‘”•’‡‡†›’”‘†—…–
†‡Ž‹˜‡”›Ǥ

ƒ”‡•’‘•‡Ǧˆ‘…—•‡†•—’’Ž›…Šƒ‹ǡ–Š‡•—’’Ž›…Šƒ‹ƒƒ‰‡”—•—ƒŽŽ›
†‡˜‡Ž‘’•ˆ‘”‡…ƒ•–•„ƒ•‡†‘•›•–‡ˆŽ‡š‹„‹Ž‹–›ƒ†…ƒ’ƒ…‹–›…—•Š‹‘•Ǥȋ
…ƒ’ƒ…‹–›…—•Š‹‘‹•‡š–”ƒ…ƒ’ƒ…‹–›–Šƒ–‹•ƒ††‡†–‘ƒ•›•–‡ƒˆ–‡”…ƒ’ƒ…‹–›
ˆ‘”‡š’‡…–‡††‡ƒ†‹•…ƒŽ…—Žƒ–‡†Ǥ–‹•ƒŽ•‘…ƒŽŽ‡†•ƒˆ‡–›…ƒ’ƒ…‹–›‘”
’”‘–‡…–‹˜‡…ƒ’ƒ…‹–›ǤȌš–”ƒ…ƒ’ƒ…‹–›ƒ›ƒŽ•‘–ƒ‡–Š‡ˆ‘”‘ˆ”‡†—†ƒ–
ƒ—ˆƒ…–—”‹‰…ƒ’ƒ„‹Ž‹–‹‡•ƒ–†‹ˆˆ‡”‡–’Žƒ–•‘”…‘–”ƒ…–—ƒŽŽ›‘„Ž‹‰ƒ–‡†
„ƒ…—’•—’’Ž‹‡”•–‘•ƒˆ‡‰—ƒ”†ƒ‰ƒ‹•–•—’’Ž›ˆƒ‹Ž—”‡”‹••‘”–‘•Š‹ˆ–
…ƒ’ƒ…‹–›‹”‡•’‘•‡–‘†‡ƒ†Ǥ ”‘ƒ†‡ƒ†’Žƒ‹‰’‡”•’‡…–‹˜‡ǡƒ
”‡•’‘•‹˜‡•—’’Ž›…Šƒ‹–Šƒ–Šƒ•„‘–ŠŠ‹‰Š†‡ƒ†˜ƒ”‹ƒ„‹Ž‹–›ƒ†•ƒŽ‡•
˜‘Ž—‡•™‹ŽŽ’”‘„ƒ„Ž›ˆ‘…—•‘ˆ‘”‡…ƒ•–‹‰’ƒ”–•ƒ†…‘’‘‡–••‘–Šƒ–
‹–…ƒ’‘•–’‘‡ˆ‹ƒŽƒ••‡„Ž›—–‹Žƒ…—•–‘‡”‘”†‡”Dz’—ŽŽ•dz’”‘†—…–‹‘
‘ˆ–Š‡ˆ‹ƒŽ’”‘†—…–Ǥ

Supply chain fit Š‹Ž‡‘•–•—’’Ž›…Šƒ‹•’”‘„ƒ„Ž›ˆƒŽŽ•‘‡™Š‡”‡‹„‡–™‡‡–Š‡‡†
with organizations’ ’‘‹–•‘ˆ–Š‡‡ˆˆ‹…‹‡–Ǧ”‡•’‘•‹˜‡•’‡…–”—ǡŠ‘™†‘›‘—†‡–‡”‹‡–Š‡
market „‡•–„ƒŽƒ…‡‘ˆ–Š‡•‡ƒ––”‹„—–‡•ˆ‘”ƒ•’‡…‹ˆ‹…•—’’Ž›…Šƒ‹ǫ–Š‡ƒ”˜ƒ”†
requirements
—•‹‡••‡˜‹‡™ƒ”–‹…Ž‡Dz”‹’Ž‡Ǧ—’’Ž›Šƒ‹dz„›ƒ—‡‡ǡ–Š‡ƒ—–Š‘”
•–ƒ–‡•–Šƒ–‹–‡ŽŽ‹‰‡–‘”‰ƒ‹œƒ–‹‘•–ƒ‹Ž‘”–Š‡‹”•—’’Ž›…Šƒ‹•–‘–Š‡ƒ–—”‡
‘ˆ–Š‡’”‘†—…–ƒ”‡–•ˆ‘”–Š‡‘’–‹—ƒ—ˆƒ…–—”‹‰•…‡ƒ”‹‘ƒ†„‡•–
†‹•–”‹„—–‹‘…ƒ’ƒ„‹Ž‹–‹‡•ǤŠ‡•—……‡••‘ˆ–Š‡–Š”‡‡•‡’ƒ”ƒ–‡„—–‘˜‡”Žƒ’’‹‰
•—’’Ž›…Šƒ‹•‘ˆ
ƒ’…Ǥ‹•ƒ–‡•–‹‘›–Šƒ––ƒ‹Ž‘”‹‰•—’’Ž›…Šƒ‹•…ƒ„‡
–Š‡”‹‰Š–•‘Ž—–‹‘Ǥ


ƒ’…Ǥǡ™Š‹…Š‘™‡†–Š”‡‡ƒŒ‘”„”ƒ†•ǡŽ†ƒ˜›ǡ–Š‡
ƒ’ǡƒ†ƒƒƒ
‡’—„Ž‹…ǡŠƒ†–Š”‡‡•‡’ƒ”ƒ–‡„—–‘˜‡”Žƒ’’‹‰•—’’Ž›…Šƒ‹•‘–Š”‡‡
†‹ˆˆ‡”‡–…‘–‹‡–•‹‘”†‡”–‘ˆ‹–‡ƒ…Š‘‡–‘–Š‡–›’‡•‘ˆ’”‘†—…–•‹–
’”‘†—…‡†ǣ
i Š‡Ž†ƒ˜›„”ƒ†–ƒ”‰‡–•…‘•–Ǧ…‘•…‹‘—•…‘•—‡”•ƒ†–Š‡”‡ˆ‘”‡
Ž‘…ƒ–‡†‹–•ƒ—ˆƒ…–—”‹‰ƒ†•‘—”…‹‰‹Š‹ƒ™Š‡”‡Žƒ„‘”ƒ†
ƒ–‡”‹ƒŽ…‘•–•ƒ”‡Ž‘™‡”Ǥ
i Š‡
ƒ’™Š‹…Š…ƒ–‡”•–‘‘”‡–”‡†›„—›‡”•™‹–Š‹†’‘‹–’”‹…‡•ǡ
…Š‘•‡‡–”ƒŽ‡”‹…ƒˆ‘”‹–••—’’Ž›…Šƒ‹™Š‡”‡•’‡‡†ƒ†ˆŽ‡š‹„‹Ž‹–›
™‘—Ž†„‡‘•–‹’‘”–ƒ–Ǥ
i ƒƒƒ‡’—„Ž‹…ǡ†”ƒ™•…—•–‘‡”•™Š‘™ƒ–„‡––‡”“—ƒŽ‹–›ƒ†ƒ”‡
™‹ŽŽ‹‰–‘’ƒ›ˆ‘”‹–ǡŽ‘…ƒ–‡†‹–••—’’Ž›…Šƒ‹‹ˆƒ•Š‹‘ƒ„Ž‡–ƒŽ›™Š‡”‡
–Š‡”‡ǯ•ƒ’Ž‡–Š‘”ƒ‘ˆˆ‹‡Ž›ƒ†‡ˆƒ„”‹…•ƒ†ˆƒ•Š‹‘•Ǥ


© 2016 APICS 1-200 Version 4.0, 2016 Edition

All rights reserved Printed on 100% post-consumer waste recycled paper.
 Section B: Design the Supply Chain

‡…ƒ—•‡‹–Šƒ•–Š”‡‡†‹•–‹…–ǡ›‡–‘˜‡”Žƒ’’‹‰ǡ•—’’Ž›…Šƒ‹•ǡ
ƒ’…Ǥ
†‘‡•Šƒ˜‡Š‹‰Š‡”‘˜‡”Š‡ƒ†ǡŽ‘™‡”•…ƒŽ‡‡…‘‘‹‡•ˆ‘”’—”…Šƒ•‹‰ƒ†
’”‘†—…–‹‘ǡƒ†Š‹‰Š‡”–”ƒ•’‘”–ƒ–‹‘…‘•–•–Šƒ‹ˆ‹–Šƒ†Œ—•–‘‡•—’’Ž›
…Šƒ‹Ǥ‹…‡–Š‡•‡„”ƒ†•”‡“—‹”‡†‹ˆˆ‡”‡–•–”ƒ–‡‰‹‡•ǡ‹–ƒŽ•‘—•‡•
†‹ˆˆ‡”‡–•—’’Ž›‡–™‘”•Ǥˆ‡‡†‡†–Š‡•‡‡–™‘”•…ƒ’”‘˜‹†‡„ƒ…Ǧ
—’‹ˆƒ‘–Š‡”‘‡‡š’‡”‹‡…‡•ƒ†‹•”—’–‹‘–‘‹–••—’’Ž›…Šƒ‹Ǥ


ƒ’…Ǥ‹•ǯ––Š‡‘Ž›…‘’ƒ›‹™Š‹…Š–Š‡•—’’Ž›…Šƒ‹•ƒ”‡„‡‹‰
–ƒ‹Ž‘”‡†–‘‡‡–ƒ”‡–”‡“—‹”‡‡–•ǤƒŽŽ‹‘‹ǯ•ƒ”–‹…Ž‡ǡInventory
Driven Costsǡ‹–Š‡ͳͻͻͲ•‡™Ž‡––ƒ…ƒ”†ȋȌ”‡ƒŽ‹œ‡†–Šƒ–‹–•
•–”—‰‰Ž‹‰„—•‹‡••™ƒ•„ƒ”‡Ž›’”‘ˆ‹–ƒ„Ž‡ƒ†•—ˆˆ‡”‹‰ˆ”‘•Š‘”–
’”‘†—…–…›…Ž‡•ƒ††‡…”‡ƒ•‹‰’”‹…‡•‘‹–•’”‘†—…–•Ǥ‘™‹‰–Šƒ––Š‡
˜ƒŽ—‡‘ˆƒ…‘’Ž‡–‡Ž›ƒ••‡„Ž‡†’‡”•‘ƒŽ…‘’—–‡”ˆ‡ŽŽ‘‡’‡”…‡–ƒ
™‡‡ƒ†–Š—•–Š‡‹”‹˜‡–‘”›…‘•–•™‡”‡…”‹–‹…ƒŽǡ–Š‡›…‘…Ž—†‡†–Š‡›
‡‡†‡†–‘”‡†‡•‹‰–Š‡•—’’Ž›…Šƒ‹–‘”‡‡†›–Š‘•‡ƒ†‘–Š‡”
‹˜‡–‘”›Ǧ”‡Žƒ–‡†‹••—‡•ǤŠ‡›…‘…Ž—†‡†–Šƒ––Š‡‹•ƒ–…Š„‡–™‡‡
†‡ƒ†ƒ†•—’’Ž›™‡”‡”‡•—Ž–‹‰‹‡š…‡••‹˜‡–‘”›ƒ†–Šƒ–™ƒ•–Š‡
ƒ‹†”‹˜‡”‘ˆ…‘•–•Ǥ”‡•’‘•‡ǡ–Š‡›†‡˜‡Ž‘’‡†ˆ‹˜‡•—’’Ž›…Šƒ‹
‘’–‹‘•ˆ‘”…‘•‹†‡”ƒ–‹‘ƒ†—•‡†–Š‡‹”‹˜‡–‘”›Ǧ†”‹˜‡…‘•–‡–”‹…•
–‘’‹’‘‹––Š‡…‘ˆ‹‰—”ƒ–‹‘ǡƒ…‡–”ƒŽ‹œ‡†‘‡Ǧ•–‡’ƒ—ˆƒ…–—”‹‰
…‘ˆ‹‰—”ƒ–‹‘–Šƒ–™‘—Ž†„‡•–•—’’‘”––Šƒ–’”‘†—…–Ž‹‡Ǥ

ˆ›‘—™‹ŽŽ†‡–‡”‹‡™Š‡”‡ƒ’”‘†—…–ˆƒŽŽ•‹–Š‡“—ƒ†”ƒ–‹šŠ‹„‹–ͳǦ
͵ͺǡ„ƒ•‡†‘‹–•˜‘Ž—‡ƒ††‡ƒ†—…‡”–ƒ‹–›ǡ›‘—…ƒ†‡–‡”‹‡
™Š‹…Š–›’‡‘ˆ•—’’Ž›…Šƒ‹™‘—Ž†„‡‘•–ƒ’’”‘’”‹ƒ–‡ˆ‘”–Šƒ–’”‘†—…–Ǥ
–ƒ›”‡“—‹”‡•‘‡†ƒ–ƒƒƒŽ›•‹•–‘†‘–Š‹•ƒ……—”ƒ–‡Ž›Ǥ

Exhibit 1-38: Fit Supply Chain Type to Product

Efficient Supply Chain Responsive Supply Chain

High

Make-to-stock products Assemble-to-order products

Volume

Make-to-stock products Make-to-order products

Low

Low Demand Uncertainty High

Making supply …‡›‘—‹†‡–‹ˆ›™Š‡”‡ƒ’”‘†—…–ˆƒŽŽ•‘–Š‡˜ƒ”‹ƒ„Ž‡•‘ˆ˜‘Ž—‡ƒ†

chains resilient †‡ƒ†—…‡”–ƒ‹–›ǡ›‘—…ƒ”‡•‡ƒ”…Šƒ†‹†‡–‹ˆ›’‘–‡–‹ƒŽ…Šƒ‰‡•–‘

© 2016 APICS 1-201 Version 4.0, 2016 Edition

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Module 1: Supply Chain Design

ƒ•—’’Ž›…Šƒ‹–Šƒ–™‹ŽŽ‡Šƒ…‡–Š‡ˆ‹–‘ˆ–Š‡…Šƒ‹–‘–Š‡’”‘†—…–Ǥ—–
•‘‡”‡•‡ƒ”…Š‡”•†‘ǯ––Š‹–Šƒ–‹‹–•‡Žˆ™‹ŽŽ„‡•—ˆˆ‹…‹‡–Ǥ—–Š‘”‡‡
•–ƒ–‡•–Šƒ–ƒŽ–Š‘—‰Š•—’’Ž›…Šƒ‹‡ˆˆ‹…‹‡…›‹•‡…‡••ƒ”›ǡ‹–‹•ǯ–
•—ˆˆ‹…‹‡–’”‘‘ˆ–Šƒ–ƒ…‘’ƒ›™‹ŽŽ‘—–’‡”ˆ‘”‹–•…‘’‡–‹–‘”•Ǥ‡
ƒ”‰—‡•–Šƒ–‹‘”†‡”–‘†‡˜‡Ž‘’‘”ƒ‹–ƒ‹ƒ…‘’‡–‹–‹˜‡‡†‰‡ǡ•—’’Ž›
…Šƒ‹•ƒŽ•‘‡‡†–‘„‡…‘‡ƒ‰‹Ž‡ǡƒ†ƒ’–ƒ„Ž‡ƒ†ƒŽ‹‰‡†™‹–Š‘–Š‡”
‡–‹–‹‡•‹–Š‡•—’’Ž›…Šƒ‹Ǥ‘–Š‡”™‘”†•ǡ–Š‡›‡‡†–‘„‡…‘‡
”‡•‹Ž‹‡–ǤSupply chain resilience‹•†‡ˆ‹‡†„›–Š‡APICS Dictionary,
ͳͶ–Š‡†‹–‹‘ǡƒ•Dz–Š‡ƒ„‹Ž‹–›‘ˆƒ•—’’Ž›…Šƒ‹–‘ƒ–‹…‹’ƒ–‡ǡ…”‡ƒ–‡’Žƒ•
–‘ƒ˜‘‹†‘”‹–‹‰ƒ–‡ǡƒ†Ȁ‘”–‘”‡…‘˜‡”ˆ”‘†‹•”—’–‹‘•–‘•—’’Ž›…Šƒ‹
ˆ—…–‹‘ƒŽ‹–›Ǥdz

—–Š‘”•Š‡ˆˆ‹ƒ†‹…‡‡…Š‘ƒ•‹‹Žƒ”‡••ƒ‰‡‹–Š‡‹”ƒ”–‹…Ž‡ǡA Supply
Chain View of the Resilient EnterpriseǤŠ‡›’‘‹–‘—––Šƒ–ƒ…‘’ƒ›ǯ•
”‡•‹Ž‹‡…‡‹•†‡–‡”‹‡†„›‹–•…‘’‡–‹–‹˜‡’‘•‹–‹‘ƒ†‹–••—’’Ž›
…Šƒ‹ǯ•ƒ„‹Ž‹–›–‘„‡”‡•’‘•‹˜‡–‘…Šƒ‰‡•‘”†‹•”—’–‹‘•Ǥ‘’ƒ‹‡•
–Šƒ–”‡•’‘†•—……‡••ˆ—ŽŽ›–‘—’”‡†‹…–‡††‹•”—’–‹‘™‹ŽŽ”‡‹ˆ‘”…‡–Š‡‹”
…‘’‡–‹–‹˜‡ƒ†˜ƒ–ƒ‰‡ƒ†‰ƒ‹ƒ”‡–•Šƒ”‡ǤŠ‡›…ƒ‹…”‡ƒ•‡–Š‡‹”
”‡•‹Ž‹‡…‡„›„—‹Ž†‹‰‹”‡†—†ƒ…›‘”„›„—‹Ž†‹‰‹ˆŽ‡š‹„‹Ž‹–›Ǥ
‡†—†ƒ…›…ƒ„‡…”‡ƒ–‡†„›‡•–ƒ„Ž‹•Š‹‰•ƒˆ‡–›•–‘…ǡ—•‹‰—Ž–‹’Ž‡
•—’’Ž‹‡”•ȋ‡˜‡™Š‡‘”‡‡š’‡•‹˜‡Ȍǡƒ†‹–‡–‹‘ƒŽŽ›•‡––‹‰Ž‘™
…ƒ’ƒ…‹–›—–‹Ž‹œƒ–‹‘”ƒ–‡•Ǥ‘‹…”‡ƒ•‡ƒ‘”‰ƒ‹œƒ–‹‘ǯ•ˆŽ‡š‹„‹Ž‹–›ǡ
‡…Šƒ‹••‘”‹†‹…ƒ–‘”•‡‡†–‘„‡’—–‹’Žƒ…‡–Šƒ–…ƒ•‡•‡–Š”‡ƒ–•
ƒ†”‡ƒ…–“—‹…Ž›ƒ†ƒ……‘”†‹‰Ž›Ǥ

•—ƒ”›ǡ‘ƒ––‡”™Šƒ––›’‡–Š‡•—’’Ž›…Šƒ‹‹•ǡ‹ˆ–Š‡ƒ’’”‘’”‹ƒ–‡
‡–”‹…•ƒ†•ƒ”‡„‡‹‰—•‡†ƒ†–Š‡•—’’Ž›…Šƒ‹ˆ‹–•™‹–Š–Š‡
ƒ”‡–ƒ†’”‘†—…–”‡“—‹”‡‡–•ˆ‘”–Š‡…‘’ƒ›ǡ–Šƒ–•—’’Ž›…Šƒ‹
Šƒ•–Š‡’‘–‡–‹ƒŽ–‘…”‡ƒ–‡ƒ•—•–ƒ‹ƒ„Ž‡…‘’‡–‹–‹˜‡ƒ†˜ƒ–ƒ‰‡ˆ‘”–Š‡
ƒ—ˆƒ…–—”‡”Ǥ

Topic 4: Product Design for New Products or Requirements
Š‡ƒ‡™’”‘†—…–‘”•‡”˜‹…‡‹•„‡‹‰†‡•‹‰‡†ǡ‘”™Š‡‡™
…—•–‘‡””‡“—‹”‡‡–•”‡“—‹”‡…Šƒ‰‹‰ƒ’”‘†—…–‘”•‡”˜‹…‡ǡ–Š‡•‡ƒ”‡
‹†‡ƒŽ–‹‡•ˆ‘”•—’’Ž›…Šƒ‹ƒƒ‰‡”•–‘‰‡–ƒ•‡ƒ–ƒ––Š‡–ƒ„Ž‡–‘
‹ˆŽ—‡…‡–Šƒ–†‡•‹‰•‘‹–…ƒ„‡•‘—”…‡†ǡ’”‘†—…‡†ǡƒ†–”ƒ•’‘”–‡†
ˆƒ•–‡”ǡ…Š‡ƒ’‡”ǡ‘”„‡––‡”ȋ’”‡ˆ‡”ƒ„Ž›ƒŽŽ–Š”‡‡ȌǤŠ‘™‹‰–Š‡„‡‡ˆ‹––‘
‘˜‡”ƒŽŽ‘”‰ƒ‹œƒ–‹‘ƒŽ…‘•–•‘”–Š‡ƒ††‡†˜ƒŽ—‡–‘…—•–‘‡”•…ƒŠ‡Ž’
•™ƒ›‘–Š‡”•–ƒ‡Š‘Ž†‡”•–‘™ƒ”†Ž‡––‹‰•—’’Ž›…Šƒ‹ƒƒ‰‡‡–Š‡Ž’
™‹–Š’”‘†—…–†‡•‹‰†‡…‹•‹‘•Ǥ


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 Section B: Design the Supply Chain

Product design –Š‡‹†‡ƒŽ•—’’Ž›…Šƒ‹ǡ’”‘†—…–†‡•‹‰Šƒ•ƒ‹’ƒ…–‘–Š‡•—’’Ž›

…Šƒ‹†‡•‹‰ƒ†˜‹…‡˜‡”•ƒǤ†‡ƒŽŽ›‹–ǯ•ƒ…‘ŽŽƒ„‘”ƒ–‹˜‡’”‘…‡••‹˜‘Ž˜‹‰
ƒŽŽ–Š‡ˆ—…–‹‘•ƒ†’ƒ”–‡”•–Šƒ–ƒ”‡‹’ƒ…–‡†„›–Š‡’”‘†—…–ǯ•†‡•‹‰Ǥ
›‹…Ž—†‹‰’‡”•’‡…–‹˜‡••—…Šƒ•–Š‘•‡‘ˆƒ”‡–‹‰ǡ’”‘†—…–‹‘ǡƒ†
Ž‘‰‹•–‹…•ǡ†‡•‹‰‡”•…ƒ†‡˜‡Ž‘’’”‘†—…–•–Šƒ–ƒ”‡„‡––‡”ƒ–…Š‡†–‘
…—•–‘‡”‡‡†•ǡ…Š‡ƒ’‡”–‘„—‹Ž†ǡ‡ƒ•‹‡”–‘–”ƒ•’‘”–ƒ†•–‘”‡ǡƒ†
‡ƒ•‹‡”‘–Š‡‡˜‹”‘‡–Ǥ

‘™‡˜‡”ǡ‹”‡ƒŽ‹–›ǡ•‘‡–‹‡•–Š‡†‡•‹‰‘ˆƒ’”‘†—…–‘”•‡”˜‹…‡‹•
…ƒ””‹‡†‘—–‹‹•‘Žƒ–‹‘„›‘‡‘”–™‘†‡’ƒ”–‡–•ƒ†™‹–Š‘—–
‹˜‘Ž˜‹‰•—’’Ž›…Šƒ‹’ƒ”–‡”•ǤŠ‹•‹•™Š‡’”‘„Ž‡•ƒ”‡•‘‡–‹‡•
—‘™‹‰Ž›„—‹Ž–‹–‘–Š‡’”‘†—…–†‡•‹‰Ǥ ‘”‹•–ƒ…‡ǡ…‡”–ƒ‹’”‘†—…–
†‡•‹‰•ƒ›‹…”‡ƒ•‡‹˜‡–‘”›Š‘Ž†‹‰‘”–”ƒ•’‘”–ƒ–‹‘…‘•–•”‡Žƒ–‹˜‡
–‘‘–Š‡”†‡•‹‰‘’–‹‘•ǡ™Š‹Ž‡‘–Š‡”†‡•‹‰•ƒ›”‡“—‹”‡ƒ•Š‘”–‡”
ƒ—ˆƒ…–—”‹‰Ž‡ƒ†–‹‡Ǥ‹…‡’”‘†—…–”‡†‡•‹‰‹•—•—ƒŽŽ›‡š’‡•‹˜‡
ƒ†ƒ—’Žƒ‡†…‘•–ǡ‹–ǯ•„‡•––‘•–”‹˜‡ˆ‘”–Š‡‘’–‹ƒŽ’”‘†—…–†‡•‹‰
ˆ”‘–Š‡˜‡”›•–ƒ”–‘ˆ–Š‡’”‘…‡••Ǥ

Š‡”‡‹•ƒŽ•‘ƒ‡‡†–‘’Žƒˆ‘”–Š‡’”‘†—…–Ž‹ˆ‡…›…Ž‡‹’”‘†—…–†‡•‹‰Ǥ
…”‡ƒ•‹‰Ž›ǡ•—’’Ž›…Šƒ‹ƒƒ‰‡”•‹…‘”’‘”ƒ–‡‡˜‹”‘‡–ƒŽ
…‘…‡”•‹–Š‡‹”’Žƒ•ˆ”‘–Š‡„‡‰‹‹‰ȋˆ‘”’”‘†—…–•ƒ†ˆ‘”–Š‡
’”‘…‡••‡•—•‡†–‘ƒ‡–Š‡’”‘†—…–•ȌǤŠ‡APICS DictionaryǡͳͶ–Š
‡†‹–‹‘ǡ†‡ˆ‹‡•life cycle analysisƒ•

ƒ“—ƒ–‹–ƒ–‹˜‡ˆ‘”‡…ƒ•–‹‰–‡…Š‹“—‡„ƒ•‡†‘ƒ’’Ž›‹‰’ƒ•–
’ƒ––‡”•‘ˆ†‡ƒ††ƒ–ƒ…‘˜‡”‹‰‹–”‘†—…–‹‘ǡ‰”‘™–Šǡƒ–—”‹–›ǡ
•ƒ–—”ƒ–‹‘ǡƒ††‡…Ž‹‡‘ˆ•‹‹Žƒ”’”‘†—…–•–‘ƒ‡™’”‘†—…–ˆƒ‹Ž›Ǥ

˜‹”‘‡–ƒŽŽ‹ˆ‡…›…Ž‡ƒƒŽ›•‹•Ž‘‘•ƒ––Š‡‡˜‹”‘‡–ƒŽ‹’ƒ…–‘ˆƒ
’”‘†—…–ȋ‘”•‡”˜‹…‡Ȍ—’ƒ††‘™–Š‡•—’’Ž›…Šƒ‹Ȅ•–ƒ”–‹‰ˆ”‘”ƒ™
ƒ–‡”‹ƒŽ‡š–”ƒ…–‹‘–Š”‘—‰Šƒ—ˆƒ…–—”‹‰ǡ—•‡ǡƒ†ˆ‹ƒŽ†‹•’‘•ƒŽǤ
—Ž–‹’Ž‡•—’’Ž›…Šƒ‹’”‘…‡••‡•ƒ”‡‹˜‘Ž˜‡†ǡ•—…Šƒ••‘—”…‹‰ǡƒ–‡”‹ƒŽ
Šƒ†Ž‹‰ǡƒ—ˆƒ…–—”‹‰ǡ’ƒ…ƒ‰‹‰ǡƒ†–”ƒ•’‘”–ƒ–‹‘ǤŽ‘‰–Š‡™ƒ›ǡ
’”‘…‡••‹’”‘˜‡‡–•‘ˆ–‡”‡•—Ž–Ǥ†‡ƒŽŽ›ǡƒƒ‰‡”•ƒ…”‘••–Š‡•—’’Ž›
…Šƒ‹…‘‘’‡”ƒ–‡™‹–Š‡ƒ…Š‘–Š‡”–‘‡š–‡†–Š‡„‡‡ˆ‹–•„‡›‘†Dz‰”‡‡dz
–‘‹…Ž—†‡”‡†—…‡†…‘•–•ƒ†‹’”‘˜‡†…—•–‘‡”•—’’‘”–Ǥ

Product Šƒ–ƒ•’‡…–‘ˆ’”‘†—…–†‡•‹‰‡‡†•–‘„‡…‘•‹†‡”‡†™Š‡†‡•‹‰‹‰ƒ
considerations •—’’Ž›…Šƒ‹ǫŠ‡ƒ•™‡”‹•‡˜‡”›ƒ•’‡…–Ȅ„‡…ƒ—•‡–Š‡–”ƒ‹–•ƒ†
ˆ‡ƒ–—”‡•‘ˆ‡˜‡”›’”‘†—…–™‹ŽŽ‹’ƒ…––Š‡•—’’Ž›…Šƒ‹’”‘…‡••‹•‘‡
ƒ‡”ǤŠƒ–‡šƒ…–Ž›†‘‡•Dz†‡•‹‰dz‹’Ž›ǫ”‘†—…–design‹•ƒ
Dz’”‘…‡••ȏ–Šƒ–Ȑ…‘•‹•–•‘ˆ–”ƒ•Žƒ–‹‰ƒ•‡–‘ˆˆ—…–‹‘ƒŽ”‡“—‹”‡‡–•
‹–‘ƒ‘’‡”ƒ–‹‘ƒŽ’”‘†—…–ǡ’”‘…‡••ǡ‘”•‡”˜‹…‡dzȋAPICS Dictionary, ͳͶ–Š
‡†‹–‹‘ȌǤ

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Module 1: Supply Chain Design

•—’’Ž›…Šƒ‹•ǡ†‡•‹‰Šƒ•‹’Ž‹…ƒ–‹‘•ˆ‘”ƒŽŽ–Š‡•–ƒ‡Š‘Ž†‡”•‹–Š‡
•—’’Ž›…Šƒ‹ǡƒ†‹–•Š‘—Ž†„‡ƒ’’”‘ƒ…Š‡†™‹–Š–Š‡•—’’Ž›…Šƒ‹ǯ•‡›
‹†‹…ƒ–‘”•‹‹†Ǥ‡•‹‰…ƒƒˆˆ‡…––Š‡‡ƒ•‡ƒ†‡š’‡•‡‘ˆ
–”ƒ•’‘”–‹‰ƒ’”‘†—…–ǡ™ƒ”‡Š‘—•‹‰‹–ǡƒ—ˆƒ…–—”‹‰‹–ǡ•‘—”…‹‰”ƒ™
ƒ–‡”‹ƒŽ•ˆ‘”‹–ǡ†‹•’Žƒ›‹‰‹–ǡ”‡’ƒ‹”‹‰‹–ǡƒ†”‡—•‹‰‘””‡…›…Ž‹‰‹–ƒ–
–Š‡‡†‘ˆ‹–•Ž‹ˆ‡Ǥ

‡•‹‰‹•ƒ’”‘…‡••–Šƒ–•’ƒ•ƒŽŽ–Š‡™‘”„‡–™‡‡ƒ”‡–‹‰ƒ†
’”‘†—…–‹‘Ǥ‡’‡†‹‰‘–Š‡‹†—•–”›ǡ–Š‡„—•‹‡••ǡƒ†–Š‡’”‘†—…–ǡ
†‡•‹‰ƒ›‹˜‘Ž˜‡‘†‡Ž•ƒ†’”‘–‘–›’‡•ƒ•™‡ŽŽƒ••‡–…Š‡•ƒ†
’Žƒ•Ǥ—–‘‘„‹Ž‡•ƒ”‡•‡–…Š‡†ǡ”‡†‡”‡†ƒ•‘†‡Ž•ǡƒ†…‘•–”—…–‡†
‹’”‘–‘–›’‡ˆ‘”–‡•–†”‹˜‹‰ƒ†ƒ”‡•—„Œ‡…––‘†‡•‹‰”‡˜‹•‹‘ƒ–‡ƒ…Š
•–‡’‹–Š‡’”‘…‡••Ǥƒ…Š…‘’‘‡–‘ˆ–Š‡ˆ‹‹•Š‡†˜‡Š‹…Ž‡—•–„‡
†‡•‹‰‡†™‹–Š‘”‡–ŠƒŽ‘‘•ƒ†ˆ—…–‹‘‹‹†„—–ƒŽ•‘”ƒ™
ƒ–‡”‹ƒŽ•ǡ•‘—”…‹‰ǡƒ—ˆƒ…–—”‹‰ǡŽƒ„‘”…‘•–•ǡƒ†”‡‰—Žƒ–‹‘•
”‡‰ƒ”†‹‰•ƒˆ‡–›ƒ†‡˜‹”‘‡–ƒŽ‹’ƒ…–Ǥ

‡”˜‹…‡•ǡ–‘‘ǡ‰‘–Š”‘—‰Šƒ†‡•‹‰’Šƒ•‡Ǥ˜‡•–‡–’‘”–ˆ‘Ž‹‘•ǡˆ‘”
‡šƒ’Ž‡ǡ™‡”‡‘…‡…—•–‘Ǧ†‡•‹‰‡†ˆ‘”™‡ƒŽ–Š›…Ž‹‡–•Ǥ‘†ƒ›ǡ—–—ƒŽ
ˆ—†•ƒ”‡–’”‡’ƒ…ƒ‰‡†’‘”–ˆ‘Ž‹‘•–‘ƒ—…Š™‹†‡”…—•–‘‡”„ƒ•‡Ǥ
•–Š‡›„‡…ƒ‡’‘’—Žƒ”ǡˆ—†•’”‘Ž‹ˆ‡”ƒ–‡†™‹–Šƒ””‘™Ž›†‡ˆ‹‡†
’‘”–ˆ‘Ž‹‘•–ƒ‹Ž‘”‡†–‘•’‡…‹ˆ‹……—•–‘‡”†‡•‹”‡•ƒ†•‘—”…‡†ˆ”‘Dz”ƒ™
ƒ–‡”‹ƒŽ•dz•—…Šƒ••–‘…•ǡ…‘”’‘”ƒ–‡ƒ†‰‘˜‡”‡–„‘†•ǡƒ†–”ƒ†‡†
…‘‘†‹–‹‡•Ǥƒƒ……‘—–•ǡ‰—‹†‡†–‘—”•ǡƒ†’‡”•‘ƒŽ•‡”˜‹…‡••—…Š
ƒ•ƒ‹…—”‡•ƒ”‡ƒŽŽ•‹‹Žƒ”Ž›•—„Œ‡…––‘…ƒ”‡ˆ—Ž†‡•‹‰ƒ†’ƒ…ƒ‰‹‰–‘
ƒ‡–Š‡„‡•–—•‡‘ˆ”‡•‘—”…‡•ƒ†’”‘˜‹†‡„‡‡ˆ‹–•…—•–‘‡”•†‡•‹”‡Ǥ

•‰‘‘††‡•‹‰‹’‘”–ƒ–ǫš’‡•‡•”‡Žƒ–‡†–‘†‡•‹‰ƒ……‘—–ˆ‘”ƒ„‘—–
ͷ–‘ͳͷ’‡”…‡–‘ˆ’”‘†—…–…‘•–Ǥ—–ƒ„‘—–͹Ͳ’‡”…‡–‘ˆ†‡Ž‹˜‡”›…‘•–
”‡•—Ž–•ˆ”‘…Š‘‹…‡•ƒ†‡†—”‹‰†‡•‹‰Ǥ’‘‘”†‡•‹‰’”‘…‡••…ƒ‹ŽŽ
ƒ’”‘†—…–„›ˆ‘”…‹‰‹–•’”‹…‡–‘—ƒ……‡’–ƒ„Ž‡Ž‡˜‡Ž•ˆ‘”–Š‡“—ƒŽ‹–›
†‡Ž‹˜‡”‡†‘”„›•Ž‘™‹‰‹–•†‡•‹‰…›…Ž‡ƒ†–‹‡–‘ƒ”‡–—–‹Ž–Š‡
…‘’‡–‹–‹‘Šƒ•–Š‡ƒ”‡–•Šƒ”‡Ǥ

Traditional Š‡ˆ‘ŽŽ‘™‹‰†‹•…—••‹‘„‡‰‹•™‹–Šƒ”‡˜‹‡™‘ˆ–Š‡†‹•–‹…–‹‘„‡–™‡‡
over-the-wall –”ƒ†‹–‹‘ƒŽƒ†‘”‡ƒ†˜ƒ…‡†…‘ŽŽƒ„‘”ƒ–‹˜‡ƒ’’”‘ƒ…Š‡•–‘†‡•‹‰ƒ†
design versus –Š‡‡š’Žƒ‹•–Š‡‡™‡”…‘ŽŽƒ„‘”ƒ–‹˜‡†‡•‹‰•–”ƒ–‡‰‹‡•ǤŠ‡–‘’‹…
collaborative …‘…Ž—†‡•™‹–Šƒ†‹•…—••‹‘‘ˆŠ‘™—…Š…‘ŽŽƒ„‘”ƒ–‹‘–‘’—”•—‡ǡ™ƒ›•–‘
design ‹’Ž‡‡–…‘ŽŽƒ„‘”ƒ–‹˜‡†‡•‹‰ǡƒ†–Š‡„‡‡ˆ‹–•‘ˆ…‘ŽŽƒ„‘”ƒ–‹‘Ǥ

ˆ–”ƒ†‹–‹‘ƒŽ†‡•‹‰–ƒ‡•ƒDz‘˜‡”Ǧ–Š‡Ǧ™ƒŽŽdzƒ’’”‘ƒ…Šǡ…‘ŽŽƒ„‘”ƒ–‹˜‡
†‡•‹‰„”‡ƒ•†‘™™ƒŽŽ•„‡–™‡‡†‡’ƒ”–‡–•ƒ†•—’’Ž›…Šƒ‹
’ƒ”–‡”•Ǥ‡”‡ǯ•ƒ‰—‹†‡–‘–Š‡–™‘ƒ’’”‘ƒ…Š‡•Ǥ

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 Section B: Design the Supply Chain

Traditional over- Š‡•–ƒ†ƒ”†ǡ•‡“—‡–‹ƒŽ†‡•‹‰’”‘…‡••ǡ‘…‡ƒŽ‘•–—‹˜‡”•ƒŽƒ†

the-wall design •–‹ŽŽ—•‡†‹•‘‡…‘’ƒ‹‡•ǡ‹…‘”’‘”ƒ–‡•–Š‡–”ƒ†‹–‹‘ƒŽ
process …‘”’‘”ƒ–‡‘”‰ƒ‹œƒ–‹‘‘ˆ•‡’ƒ”ƒ–‡ˆ—…–‹‘ƒŽƒ”‡ƒ••‡’ƒ”ƒ–‡†„›
‹ƒ‰‹ƒ”›™ƒŽŽ•ǤŠ‹•’”‘…‡••‘ˆ–‡‰‘‡•Ž‹‡–Š‹•ǣ
i ƒ”‡–‹‰•‡†•…—•–‘‡”‡‡†•ƒ†ƒ––‹–—†‡‹ˆ‘”ƒ–‹‘–‘
‡‰‹‡‡”‹‰Ǥ
i ‰‹‡‡”‹‰‹…‘”’‘”ƒ–‡•–Š‡‹ˆ‘”ƒ–‹‘‹–‘†‡•‹‰†”ƒ™‹‰•
ƒ†•…Š‡ƒ–‹…•ƒ†–‘••‡•–Š‘•‡‘˜‡”–Š‡™ƒŽŽ–‘’”‘†—…–‹‘
ƒ†’—”…Šƒ•‹‰ǡ’‡”Šƒ’•Šƒ˜‹‰…”‡ƒ–‡†ƒ†‡•‹‰‹…‘”’‘”ƒ–‹‰
–Š‡ˆ‹‡•–ƒ–‡”‹ƒŽ•ƒ†‡š–”ƒ‡‰‹‡‡”‹‰ˆ‡ƒ–—”‡•Ǥ
i —”…Šƒ•‹‰•‘—”…‡•–Š‡ƒ–‡”‹ƒŽ•‡…‡••ƒ”›ˆ‘”’”‘†—…–‹‘ǡ
†‹•…‘˜‡”‹‰–Šƒ–•‘‡•’‡…‹ˆ‹‡†’ƒ”–•ƒ”‡‘–ƒ˜ƒ‹Žƒ„Ž‡ƒ†
‘–Š‡”•ƒ”‡‘–ƒˆˆ‘”†ƒ„Ž‡Ǥ
i ”‘†—…–‹‘Ž‘‘•ƒ––Š‡†‡•‹‰ƒ†”‡ƒŽ‹œ‡•‹–™‘—Ž†”‡“—‹”‡
‡š’‡•‹˜‡’”‘…‡••‡•‘†‹ˆ‹…ƒ–‹‘•ƒ†…‘•–Ž›ƒ††‹–‹‘•–‘•–ƒˆˆ
ƒ†‡“—‹’‡–Ǥ
i ”‘†—…–‹‘ƒ†’—”…Šƒ•‹‰–‘••–Š‡†‡•‹‰•„ƒ…‘˜‡”–Š‡™ƒŽŽ
–‘‡‰‹‡‡”‹‰ˆ‘””‡˜‹•‹‘•Ǥ
i ˆ–‡”•‡˜‡”ƒŽ”‘—†•‘ˆ–‘••‹‰†‡•‹‰•„ƒ…ƒ†ˆ‘”–Š‘˜‡”
˜ƒ”‹‘—•™ƒŽŽ•ǡ‡‰‹‡‡”‹‰†‡Ž‹˜‡”•ƒ™‘”ƒ„Ž‡†‡•‹‰ƒ†
’”‘†—…–‹‘…”‡ƒ–‡•ƒ’”‘†—…––Šƒ–Ž‘‰‹•–‹…•‹•‡š’‡…–‡†–‘
†‡Ž‹˜‡”Ǥ
i ‘‰‹•–‹…•†‹•…‘˜‡”•–Šƒ–’ƒ…ƒ‰‹‰ƒ†•Š‹’’‹‰…‘•–•‡š…‡‡†
–Š‡‘”‹‰‹ƒŽ„—†‰‡–ƒ†–Š‡•›•–‡Žƒ…•…ƒ’ƒ…‹–›–‘‰‡––Š‡
’”‘†—…––‘ƒ”‡–‘–‹‡Ǥ
i †•‘‹–‰‘‡•—–‹Ž–Š‡ˆ‹‹•Š‡†ǡ’ƒ…ƒ‰‡†’”‘†—…–ƒ””‹˜‡•ƒ–
–Š‡†‹•–”‹„—–‘”Ǥ

Collaborative •’ƒ”–‘ˆ…‘–‹—‘—•‹’”‘˜‡‡–ǡ‡™™ƒ›•–‘ƒ’’”‘ƒ…Š’”‘†—…–
design process †‡•‹‰…‘–‹—‡–‘‡‡”‰‡Ž‹‡–Š‡—•‡‘ˆ…”‘••Ǧˆ—…–‹‘ƒŽ†‡•‹‰
–‡ƒ•Ǥ‡”‡ǯ•Š‘™–Š‡†‡•‹‰–‡ƒ’”‘Œ‡…–…‘‘Ž›—ˆ‘Ž†•ǣ
i †‡•‹‰–‡ƒˆ‘”•ǡ‹…Ž—†‹‰‡„‡”•ˆ”‘‡‰‹‡‡”‹‰’Ž—•
‘–Š‡”†‡’ƒ”–‡–•ƒ†ǡ’‡”Šƒ’•ǡ‘–Š‡”•—’’Ž›…Šƒ‹’ƒ”–‡”•Ǥ
i Š‡†‡•‹‰–‡ƒ…‘•‹†‡”•‹••—‡•–Šƒ–™‹ŽŽƒ”‹•‡ƒŽ‘‰–Š‡•—’’Ž›
…Šƒ‹ˆ”‘”ƒ™ƒ–‡”‹ƒŽ–‘–Š‡ˆ‹ƒŽ•–ƒ‰‡‘ˆ–Š‡’”‘†—…–ǯ•Ž‹ˆ‡
…›…Ž‡ǡƒ‹‰”‘—‰Šƒ’’”‘š‹ƒ–‹‘•‘ˆ…‘•–†‹ˆˆ‡”‡…‡•„‡–™‡‡
ƒŽ–‡”ƒ–‹˜‡•Ǥ
i …‡ƒŽŽˆ—…–‹‘•ƒ†’ƒ”–‡”•Šƒ˜‡ƒ‰”‡‡†—’‘ƒ†‡•‹‰ǡ
’—”…Šƒ•‹‰ƒ†’”‘†—…–‹‘‰‘–‘™‘”–‘„”‹‰–Š‡†‡•‹‰–‘
ˆ”—‹–‹‘Ǥ

‡‘ˆ–Š‡„‡‡ˆ‹–•‘ˆ‡š’ƒ†‹‰–Š‡†‡•‹‰–‡ƒŠƒ•„‡‡–Š‡
†‡˜‡Ž‘’‡–‘ˆ‡™ǡ‘”‡…‘ŽŽƒ„‘”ƒ–‹˜‡ƒ’’”‘ƒ…Š‡•–‘†‡•‹‰Ǥ

© 2016 APICS 1-205 Version 4.0, 2016 Edition

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Module 1: Supply Chain Design

‘‡„”‘ƒ†Ǧ„ƒ•‡†ƒ’’”‘ƒ…Š‡•–‘†‡•‹‰…‘ŽŽƒ„‘”ƒ–‹‘ƒ”‡
’”‡•‡–‡†‡š–ǡˆ‘ŽŽ‘™‡†„›•‘‡‘”‡•’‡…‹ˆ‹…‡–Š‘†•‘ˆ†‡•‹‰
…‘ŽŽƒ„‘”ƒ–‹‘ǤšŠ‹„‹–ͳǦ͵ͻ•—ƒ”‹œ‡•–Š‡†‡•‹‰‡–Š‘†•
†‹•…—••‡†‹–Š‹•–‘’‹…Ǥ

Exhibit 1-39: Summary of Design Methods

Broad-Based methods
Standardization Design for Supply Chain Modularization
Component Commonality Design for Logistics Modular Design

Universality Design for Excellence

(DFX)

Simplification Quality Customization Sustainability

Concurrent Quality
Mass Design for the Environment
Engineering Function
Deployment Customization
Design for Manufacture (QFD) Design for Reverse
and Assembly (DFMA) Postponement Logistics
Design for Six Sigma
Design for Service Design for Design for Remanufacture
Quality Glocalization

Broad-based Š‡”‡ƒ”‡ƒ—„‡”‘ˆ„”‘ƒ†Ǧ„ƒ•‡†ƒ’’”‘ƒ…Š‡•–‘’”‘†—…–†‡•‹‰ǡƒŽŽ‘ˆ
methods ™Š‹…Šƒ”‡ˆ‘…—•‡†‘‹’”‘˜‹‰†‹ˆˆ‡”‡–ƒ•’‡…–•‘ˆ–Š‡•—’’Ž›…Šƒ‹
†‡•‹‰Ǥ‡ǯŽŽ–ƒ‡ƒ…Ž‘•‡”Ž‘‘ƒ––Š”‡‡„”‘ƒ†Ǧ„ƒ•‡††‡•‹‰ƒ’’”‘ƒ…Š‡•ǣ
†‡•‹‰ˆ‘”•—’’Ž›…Šƒ‹ǡ†‡•‹‰ˆ‘”Ž‘‰‹•–‹…•ǡƒ††‡•‹‰ˆ‘”‡š…‡ŽŽ‡…‡
ȋ‘”‡˜‡”›–Š‹‰ȌǤ

Design for supply Design for the supply chain”‡ˆ‡”•–‘Dz…Šƒ‰‹‰ƒ’”‘†—…–ǯ•†‡•‹‰–‘
chain ‹’”‘˜‡‹–•’”‘†—…–‹‘ƒ†—•‡–Š”‘—‰Š–Š‡‡–‹”‡•—’’Ž›…Šƒ‹ǡˆ”‘
”ƒ™ƒ–‡”‹ƒŽ–‘‡†Ǧ‘ˆǦŽ‹ˆ‡…›…Ž‡dzȋAPICS Dictionary, ͳͶ–Š‡†‹–‹‘ȌǤ

Š‡‡‡†–‘‡‡–•—’’Ž›…Šƒ‹‰‘ƒŽ•‘ˆˆƒ•–‡”‹˜‡–‘”›–—”‘˜‡”ǡ
Ž‘™‡”‹˜‡–‘”›…‘•–•ǡ”‡†—…‡†‹˜‡–‘”›–”ƒ•‹––‹‡ǡƒ†“—‹…‡”
–‹‡–‘ƒ”‡–Šƒ•‹•’‹”‡†‘†‹ˆ‹…ƒ–‹‘•–‘–Š‡†‡•‹‰’”‘…‡••‹
”‡…‡–†‡…ƒ†‡•Ǥ‡•‹‰ˆ‘”–Š‡•—’’Ž›…Šƒ‹‹…‘”’‘”ƒ–‡•…‘…‡’–•‘ˆ
†‡•‹‰”‡Žƒ–‡†–‘•—’’Ž›…Šƒ‹•–ƒ†ƒ”†‹œƒ–‹‘ǡ•‹’Ž‹ˆ‹…ƒ–‹‘ǡ
…—•–‘‹œƒ–‹‘ǡ“—ƒŽ‹–›ǡƒ†•—•–ƒ‹ƒ„‹Ž‹–›ǡ‡ƒ…Š‘ˆ™Š‹…Š‹•†‹•…—••‡†
Žƒ–‡”Ǥ

Design for logistics …Ž‘•‡Ž›”‡Žƒ–‡†–‡”–‘†‡•‹‰ˆ‘”–Š‡•—’’Ž›…Šƒ‹‹•†‡•‹‰ˆ‘”
Ž‘‰‹•–‹…•ȋ ȌǤ††‹‰Ž‘‰‹•–‹…•–‘–Š‡†‡•‹‰ƒ‰‡†ƒƒ••—‡•–Šƒ––Š‡
•—’’Ž›…Šƒ‹ƒ†–Š‡’”‘†—…–ƒ”‡†‡•‹‰‡†•‹—Ž–ƒ‡‘—•Ž›–‘‘’–‹‹œ‡
‡ˆˆ‹…‹‡…›ǡƒˆˆ‘”†ƒ„‹Ž‹–›ǡƒ†“—ƒŽ‹–›Ǥ


© 2016 APICS 1-206 Version 4.0, 2016 Edition

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 Section B: Design the Supply Chain

‡•‹‰ˆ‘”Ž‘‰‹•–‹…•‹•…‘…‡”‡†™‹–Š‹‹‹œ‹‰•—’’Ž›…Šƒ‹…‘•–•„›
i ‡•‹‰‹‰–‘‹‹‹œ‡–”ƒ•’‘”–ƒ–‹‘ƒ†•–‘”ƒ‰‡…‘•–•ǣ‡ˆˆ‹…‹‡–
’ƒ…ƒ‰‹‰ˆ‘”ˆƒ•–Ž‘ƒ†‹‰Ȁ—Ž‘ƒ†‹‰ƒ†Š‹‰Š‡”†‡•‹–›‘ˆ‹–‡•
’‡”’ƒŽŽ‡–
i ‡•‹‰‹‰–‘‹‹‹œ‡ƒ—ˆƒ…–—”‡ƒ†ƒ••‡„Ž›–‹‡
i ‡•‹‰‹‰–‘ƒš‹‹œ‡•–ƒ†ƒ”†‹œƒ–‹‘Ǥ

Š‡ˆ‹”•–‘ˆ–Š‡•‡’”‹…‹’Ž‡•‹•†‹•…—••‡†‡š–ǡ™Š‹Ž‡†‡•‹‰ˆ‘”
ƒ—ˆƒ…–—”‡ƒ†ƒ••‡„Ž›ƒ†•–ƒ†ƒ”†‹œƒ–‹‘ƒ”‡†‹•…—••‡†Žƒ–‡”
‹–Š‹•–‘’‹…Ǥ

‡•‹‰–‘‹‹‹œ‡–”ƒ•’‘”–ƒ–‹‘ƒ†•–‘”ƒ‰‡…‘•–•ƒ›‹˜‘Ž˜‡
†‡•‹‰‹‰’”‘†—…–•–‘ˆ‹–‹–‘•–ƒ†ƒ”†„‘š•‹œ‡•ȋˆ—ŽŽ•‹œ‡ǡŠƒŽˆ•‹œ‡ǡ
“—ƒ”–‡”•‹œ‡ǡ‡–…ǤȌ•‘–Šƒ–†‹ˆˆ‡”‡–„‘š‡•…ƒˆ‹–‹ƒƒ•–‡”…ƒ”–‘
‘”‘ƒ’ƒŽŽ‡–‡ˆˆ‹…‹‡–Ž›ǤŠ‹•’”‘…‡••‹•…ƒŽŽ‡†—‹–‹œƒ–‹‘‘”
…‘–ƒ‹‡”‹œƒ–‹‘Ǥ ‘”‡šƒ’Ž‡ǡˆ‘—”͸Ǧ’ƒ…•‘ˆ„‡‡”…ƒ„‡†‡•‹‰‡†
–‘ˆ‹–‹–‘ƒƒ•–‡”…ƒ”–‘–Šƒ–Š‘Ž†•ʹͶ…ƒ•ƒ†•–ƒ…‡†ƒŽ‘‰
™‹–ŠʹͶǦ’ƒ…•ǤŠ‹•’”‘…‡••ƒŽŽ‘™•†‹ˆˆ‡”‡–ƒ••‘”–‡–•–‘„‡
•Š‹’’‡†–‘‰‡–Š‡”Ǥƒ•–‡”…ƒ”–‘†‡•‹‰•Š‘—Ž†ƒŽ•‘ˆƒ…‹Ž‹–ƒ–‡
Ž‘ƒ†‹‰ƒ†—Ž‘ƒ†‹‰„›Šƒ†™‹–Š‘—–‡…Šƒ‹…ƒŽƒ••‹•–ƒ…‡
™Š‡ˆ‡ƒ•‹„Ž‡Ǥ

Šƒ‰‹‰’”‘†—…–†‡•‹‰•ƒ†Š‘™‹–‡•ƒ”‡’ƒ…‡†…ƒƒŽ•‘
”‡†—…‡‘˜‡”ƒŽŽ„‘š•‹œ‡•Ǥ ‘”‡šƒ’Ž‡ǡ†‡•‹‰‡”•…‘—Ž†”‡‹ˆ‘”…‡ƒ
’”‘†—…–ǯ•‹–‡”ƒŽˆ”ƒ‡•‘‹–”‡“—‹”‡•Ž‡••…—•Š‹‘‹‰ƒ–‡”‹ƒŽ‘”
•–‘”‡ƒ…ƒ„Ž‡™‹–Š‹ƒ’”‹–‡”‘—–’—––”ƒ›”ƒ–Š‡”–Šƒ”‡“—‹”‹‰–Š‡
’ƒ…ƒ‰‹‰–‘„‡†‡•‹‰‡†™‹–Šƒƒ††‹–‹‘ƒŽ–”ƒ›Ǥ—…Š•‹œ‡
”‡†—…–‹‘•…ƒŠƒ˜‡Š—‰‡…‘•–•ƒ˜‹‰•ǡˆ‘”‡šƒ’Ž‡ǡ„‡‹‰ƒ„Ž‡–‘ˆ‹–
ƒƒ††‹–‹‘ƒŽ”‘™‘ˆ‰‘‘†•‘‡ƒ…Š’ƒŽŽ‡–Ǥ

šƒ’Ž‡•‘ˆ†‡•‹‰ˆ‘”Ž‘‰‹•–‹…•ƒ„‘—†‹”‡–ƒ‹Ž•–‘”‡•ǤŽƒ•–‹…
‰ƒ”„ƒ‰‡’ƒ‹Ž•–Šƒ–…ƒ„‡•–ƒ…‡†‘‡‹•‹†‡–Š‡‘–Š‡”ƒ”‡ƒ”‡•—Ž–
‘ˆ Ǥ‹…‡–Š‡›ƒ”‡ƒ†‡‘ˆ’Žƒ•–‹…”ƒ–Š‡”–Šƒ‡–ƒŽǡ–Š‡›ƒ”‡
Ž‹‰Š–™‡‹‰Š–ˆ‘”‡ƒ•‡‘ˆ–”ƒ•’‘”–ǤŠ‡‡•–‡†ǡ–Š‡›‘……—’›—…Š
Ž‡•••–‘”ƒ‰‡•’ƒ…‡ƒ†ƒ”‡‘”‡‡…‘‘‹…ƒŽ–‘•Š‹’Ǥƒ›‘–Š‡”
’”‘†—…–•‘™…‘‡‹‹–ˆ‘”ˆ‘”•‹‹Žƒ””‡ƒ•‘•Ǥ‡ƒǯ••…ƒŽƒ„Ž‡
„‘‘•Š‡Ž˜‡•ǡˆ‘”‡šƒ’Ž‡ǡƒ”‡•Š‹’’‡†ƒ•—ƒ••‡„Ž‡†„‘ƒ”†•ƒ†
…‘‡…–‘”•‹ˆŽƒ–…ƒ”–‘•ˆ‘”‡ˆˆ‹…‹‡–Šƒ†Ž‹‰ƒ†•–‘”ƒ‰‡Ǥ‡
—‹–‹‡ƒ…Š•‹œ‡…ƒ„‡•‡–—’‹–Š‡•–‘”‡ˆ‘”˜‹‡™‹‰ǡƒ†
…—•–‘‡”•Šƒ˜‡‡ƒ•‹‡”–”ƒ•’‘”–ƒ–‹‘–‘‘„‡…ƒ—•‡–Š‡›…ƒ–ƒ‡
ƒ™ƒ›‘‡‘ˆ–Š‡ˆŽƒ–…ƒ”–‘•–‘ƒ••‡„Ž‡ƒ–Š‘‡Ǥƒ•‡•‡ǡ–Š‡
…—•–‘‡”„‡…‘‡•–Š‡ˆ‹ƒŽ™‘”•‹–‡‹–Š‡ƒ—ˆƒ…–—”‹‰
’”‘…‡••Ǥ

© 2016 APICS 1-207 Version 4.0, 2016 Edition

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Module 1: Supply Chain Design

Benefits
‡‡ˆ‹–•‘ˆ–Š‡–”ƒ•’‘”–ƒ–‹‘ƒ†•–‘”ƒ‰‡…‘’‘‡–‘ˆ†‡•‹‰ˆ‘”
Ž‘‰‹•–‹…•‹…Ž—†‡–Š‡ˆ‘ŽŽ‘™‹‰ǣ
i ‘™‡”‹‰–”ƒ•’‘”–ƒ–‹‘ƒ†™ƒ”‡Š‘—•‹‰…‘•–•‹…”‡ƒ•‡•’”‘ˆ‹–
ƒ”‰‹•
i ƒ”‡Š‘—•‡•…ƒ•–‘”‡‘”‡‰‘‘†•ǡ”‡Ž‹‡˜‹‰…ƒ’ƒ…‹–›’”‡••—”‡•
i ‡…‘‰‹œƒ„Ž‡ƒ•–‡”…ƒ”–‘†‡•‹‰Š‡Ž’•”‡–ƒ‹Ž‡”•™Š‡Ž‘‘‹‰ˆ‘”
ƒ’ƒ”–‹…—Žƒ”‹–‡–‘”‡•–‘…ˆ”‘•–‘”‡”‘‘•
i ƒ…ƒ‰‹‰†‡•‹‰…ƒƒŽŽ‘™•‘‡”‡–ƒ‹Ž‡”•–‘•‡ŽŽ†‹”‡…–Ž›ˆ”‘ƒ
’ƒŽŽ‡–

Tradeoffs
”ƒ†‡‘ˆˆ•‘ˆ–Š‡–”ƒ•’‘”–ƒ–‹‘ƒ†•–‘”ƒ‰‡…‘’‘‡–‘ˆ†‡•‹‰ˆ‘”
Ž‘‰‹•–‹…•‹…Ž—†‡–Š‡ˆ‘ŽŽ‘™‹‰ǣ
i ƒš‹‹œ‹‰‹–‡•‘ƒ’ƒŽŽ‡–‡‡†•–‘„‡„ƒŽƒ…‡†ƒ‰ƒ‹•––Š‡‡‡†•
‘ˆ”‡–ƒ‹Ž‡”•Ǣ•Ž‘™‘˜‹‰‰‘‘†•ƒ›‘–„‡†‡•‹”‡†‹Žƒ”‰‡”
“—ƒ–‹–‹‡•Ǥ
i ”‘†—…–”‡“—‹”‡‡–•ƒ›ƒ‡•–ƒ†ƒ”†„‘š•‹œ‡•’”‘„Ž‡ƒ–‹…
i ‡•‹–›‘ˆ‹–‡•ƒ›‡‡†–‘„‡ƒŽ–‡”‡†–‘„ƒŽƒ…‡„‡–™‡‡
ƒš‹—˜‡Š‹…Ž‡˜‘Ž—‡ȋDz…—„‡‘—–dzȌƒ†˜‡Š‹…Ž‡™‡‹‰Š–
”‡•–”‹…–‹‘•ȋDz™‡‹‰Š‘—–dzȌ

Design for Š‡APICS Dictionary, ͳͶ–Š‡†‹–‹‘ǡ†‡ˆ‹‡•design for excellence
excellence (DFX) (DFX) ƒ•ˆ‘ŽŽ‘™•ǣ

†‡•‹‰•Š‘—Ž†„‡ƒ—ˆƒ…–—”ƒ„Ž‡ǡƒ‹–ƒ‹ƒ„Ž‡ǡ…‘•–‡ˆˆ‡…–‹˜‡ǡ
Š‹‰Š“—ƒŽ‹–›ƒ†•‘‘Ǥ‡•‹‰ˆ‘””‡ˆ‡”•–‘–Š‡—•‡‘ˆƒˆ‘”ƒŽ
‡–Š‘†‘Ž‘‰›–‘‘’–‹‹œ‡ƒ•’‡…‹ˆ‹…ƒ•’‡…–‘ˆƒ†‡•‹‰Ǥ ‘”‡šƒ’Ž‡ǡ
–Š‡…Šƒ”ƒ…–‡”‹•–‹…•–Šƒ–ƒ‡ƒ†‡•‹‰‡ƒ•›–‘ƒ••‡„Ž‡ȋ‡•‹‰ˆ‘”
••‡„Ž›ȌŠƒ˜‡„‡‡•›•–‡ƒ–‹…ƒŽŽ›…‘†‹ˆ‹‡†ǤŠ‡†‡•‹‰–‡ƒ…ƒ
”‡˜‹‡™–Š‡†‡•‹‰…‘…‡’–‹–Š‡Ž‹‰Š–‘ˆ–Š‡•‡”—Ž‡•ƒ†‡–Š‘†•Ǥ

‡•‹‰ˆ‘”‡š…‡ŽŽ‡…‡‹••‘‡–‹‡•…ƒŽŽ‡††‡•‹‰ˆ‘”‡˜‡”›–Š‹‰‘”
†‡•‹‰ˆ‘”Dzdz–‘†‡•…”‹„‡ƒ‡‡†–‘†‡•‹‰ƒ’”‘†—…–‘”•‡”˜‹…‡™‹–ŠƒŽŽ
‘ˆ–Š‡†‡•‹‰…‘•‹†‡”ƒ–‹‘•ƒ‘”‰ƒ‹œƒ–‹‘†‡–‡”‹‡•ƒ”‡‘ˆ•–”ƒ–‡‰‹…
‹’‘”–ƒ…‡Ǥ ‘”‡šƒ’Ž‡ǡƒ’ƒ”–‹…—Žƒ”‘”‰ƒ‹œƒ–‹‘…‘—Ž††‡…‹†‡‹–•
…”‹–‹…ƒŽ†‡•‹‰‰‘ƒŽ•‹…Ž—†‡—‹˜‡”•ƒŽ‹–›ǡ†‡•‹‰ˆ‘”ƒ—ˆƒ…–—”‡ƒ†
ƒ••‡„Ž›ǡ“—ƒŽ‹–›ˆ—…–‹‘†‡’Ž‘›‡–ǡ’‘•–’‘‡‡–ǡƒ††‡•‹‰ˆ‘”
”‡˜‡”•‡Ž‘‰‹•–‹…•Ǥƒ…Š‘”‰ƒ‹œƒ–‹‘™‹ŽŽ•‡–‹–•‘™’”‹‘”‹–‹‡•Ǥ

Standardization Standardization‹•–Š‡’”‘…‡••‘ˆ†‡•‹‰‹‰ƒ†ƒŽ–‡”‹‰’”‘†—…–•ǡ
’ƒ”–•ǡ’”‘…‡••‡•ǡƒ†’”‘…‡†—”‡•–‘‡•–ƒ„Ž‹•Šƒ†—•‡•–ƒ†ƒ”†
•’‡…‹ˆ‹…ƒ–‹‘•ˆ‘”–Š‡ƒ†–Š‡‹”…‘’‘‡–•Ǥ


© 2016 APICS 1-208 Version 4.0, 2016 Edition

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 Section B: Design the Supply Chain

”‡Žƒ–‡†–‡”‹•ƒstandardized product,™Š‹…Š‹•Dzƒ’”‘†—…––Šƒ–…ƒ
„‡ƒ†‡‹Žƒ”‰‡“—ƒ–‹–‹‡•ǡ‘”…‘–‹—‘—•Ž›ǡ„‡…ƒ—•‡‘ˆ˜‡”›ˆ‡™
’”‘†—…–†‡•‹‰•dzȋAPICS Dictionary, ͳͶ–Š‡†‹–‹‘ȌǤŠ‡–Š‡
•–ƒ†ƒ”†‹œ‡†’”‘†—…–‹•’”‘†—…–‹‘‡“—‹’‡–ǡ‹–‹•…ƒŽŽ‡†’”‘…—”‡‡–
•–ƒ†ƒ”†‹œƒ–‹‘ǡ‡ƒ‹‰‡“—‹’‡–‹•†‡•‹‰‡†–‘ƒŽŽ‘™ˆ‘”†‡•‹‰
˜ƒ”‹ƒ…‡ƒ†ƒ†ƒ’–ƒ–‹‘–‘‡™…—•–‘‡”†‡ƒ†•Ǥ

‹’‘”–ƒ–•–‡’ˆ‘”†‡•‹‰–‡ƒ•–‘–ƒ‡™Š‡’—”•—‹‰
•–ƒ†ƒ”†‹œƒ–‹‘‹•–‘Ž‘‘ƒ–‡š‹•–‹‰’”‘†—…–ˆƒ‹Ž‹‡•Ǥ”‡ƒ–‹‰ƒ
…‘‘…‘’‘‡––Šƒ–™‹ŽŽ™‘”ˆ‘”ƒ‡–‹”‡Ž‹‡ȋ‘”—•‹‰‘‡–Šƒ–
™ƒ•ƒŽ”‡ƒ†›…”‡ƒ–‡†ˆ‘”–Š‘•‡Ž‹‡•Ȍ™‹ŽŽ—Ž–‹’Ž›–Š‡•ƒ˜‹‰•ˆ”‘
•–ƒ†ƒ”†‹œƒ–‹‘Ǥ ‘”‡šƒ’Ž‡ǡ™Š‡‡”‰‡†™‹–Š‘’ƒ“ǡ‹–ˆ‘—†
–Šƒ–‹–••‡”˜‡””ƒ…•Šƒ†‹…‘’ƒ–‹„Ž‡•Šƒ’‡•ǡ‡‡†‹‰ͳʹ˜ƒ”‹‡–‹‡•‘ˆ
”ƒ‹Ž‹–•Ǥ—•–‘‡”•†‹†ǯ–’Žƒ…‡ƒ›˜ƒŽ—‡‘–Š‡†‹ˆˆ‡”‡…‡ǤŠ‡›
”‡†—…‡†–Š‹•—„‡”–‘ˆ‹˜‡–›’‡•‘ˆ‹–•ˆ‘”ƒ‡•–‹ƒ–‡†’”‘†—…–
Ž‹ˆ‡–‹‡•ƒ˜‹‰•‘ˆ̈́͵ʹ‹ŽŽ‹‘Ǥ

›’‡•‘ˆ•–ƒ†ƒ”†‹œƒ–‹‘†‹•…—••‡†Š‡”‡‹…Ž—†‡…‘’‘‡–
…‘‘ƒŽ‹–›ƒ†—‹˜‡”•ƒŽ‹–›Ǥ

Component ‘’‘‡–…‘‘ƒŽ‹–› ‹•ƒˆ‘”‘ˆ†‡•‹‰•–ƒ†ƒ”†‹œƒ–‹‘™Š‡”‡ƒ
commonality •‹‰Ž‡’ƒ”–‹•—•‡†–‘”‡’Žƒ…‡ƒ˜ƒ”‹‡–›‘ˆ•‹‹Žƒ”’ƒ”–•Ǥ ‘”‡šƒ’Ž‡ǡ
‹•–‡ƒ†‘ˆ—•‹‰ƒ˜ƒ”‹‡–›‘ˆ„‘Ž–•‹œ‡•‹ƒƒ••‡„Ž›ǡ–Š‡ƒ••‡„Ž›…ƒ
„‡†‡•‹‰‡†‹•—…Šƒ™ƒ›–Šƒ––Š‡•ƒ‡•‹œ‡„‘Ž–™‹ŽŽ™‘”ˆ‘”ƒŽŽ
’—”’‘•‡•Ǥ

Benefits
‘‘…‘’‘‡–•…ƒ‹…”‡ƒ•‡‡ˆˆ‹…‹‡…›ƒ†Ž‘™‡”…‘•–•‹•‡˜‡”ƒŽ
™ƒ›•ǣ
i ‘™‡”’—”…Šƒ•‹‰…‘•–•„‡…ƒ—•‡Ž‡••˜ƒ”‹‡–›ƒŽŽ‘™•‡…‘‘‹‡•‘ˆ
•…ƒŽ‡
i ‘”‡•–”‡ƒŽ‹‡†’”‘†—…–‹‘„‡…ƒ—•‡‘ˆˆ‡™‡”•Š‹ˆ–•„‡–™‡‡
†‹ˆˆ‡”‡–’”‘…‡••‡•ƒ†–‘‘Ž•
i ‹’Ž‡”ǡ…Š‡ƒ’‡”•–‘”ƒ‰‡

Tradeoffs
”ƒ†‡‘ˆˆ•‹…Ž—†‡–Š‡ˆ‘ŽŽ‘™‹‰ǣ
i ‘•–‘ˆ’”‘†—…–‘†‹ˆ‹…ƒ–‹‘•”‡“—‹”‡†–‘ƒ……‡’––Š‡‡™’ƒ”–
i ‡••ˆŽ‡š‹„‹Ž‹–›ˆ‘”†‡•‹‰‡”•™Š‘ƒ›’”‡ˆ‡”ƒ˜ƒ”‹‡–›‘ˆ•‹‹Žƒ”
’ƒ”–•
i ‡†—…–‹‘•‹“—ƒŽ‹–›‹ˆ–Š‡‰”‡ƒ–‡”˜ƒ”‹‡–›‘ˆ’ƒ”–•™‘—Ž†ǡˆ‘”
‡šƒ’Ž‡ǡƒŽŽ‘™…Ž‘•‡”–‘Ž‡”ƒ…‡•‘”‘”‡ƒ––”ƒ…–‹˜‡†‡•‹‰

© 2016 APICS 1-209 Version 4.0, 2016 Edition

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Module 1: Supply Chain Design

Universality Universality‹•–Š‡•–”ƒ–‡‰›‘ˆDz‡š–‡†‹‰–Š‡†‡•‹‰‘ˆƒ’”‘†—…–
…—””‡–Ž›•‘Ž†‹ƒ•‹‰Ž‡ƒ”‡–•‘–Šƒ–‹–…ƒ„‡•‘Ž†‹‘–Š‡”ƒ”‡–•dz
ȋAPICS Dictionary, ͳͶ–Š‡†‹–‹‘ȌǤ‡‹‰ƒˆ‘”‘ˆ•–ƒ†ƒ”†‹œƒ–‹‘ǡDz‘‡Ǧ
•‹œ‡Ǧˆ‹–•ǦƒŽŽdz‹–‡•‡š‡’Ž‹ˆ›—‹˜‡”•ƒŽǡ‘”•–ƒ†ƒ”†‹œ‡†ǡ†‡•‹‰ǡƒ•†‘
—‹•‡š…Ž‘–Š‡•Ǥ‘‡–‹‡•ƒ•–—–‡ƒ”‡–‹‰…ƒ…‘˜‡”–ƒ•’‡…‹ƒŽ‹œ‡†
’”‘†—…–‹–‘ƒ—‹˜‡”•ƒŽ‘‡Ǥ ‘”‡šƒ’Ž‡ǡ”‡•–ƒ—”ƒ–Ǧ“—ƒŽ‹–›‹–…Š‡
ƒ’’Ž‹ƒ…‡•Šƒ˜‡„‡…‘‡’‘’—Žƒ”‹Š‘‡•Ǥ

‹˜‡”•ƒŽ‹–›…ƒ„‡—•‡†ˆ‘”’”‘†—…–…‘’‘‡–•–‘‘Ǥ ‘”‡šƒ’Ž‡ǡ
’‘™‡”•—’’Ž‹‡•…ƒ„‡ƒ†‡–‘ƒ……‡’–‡‹–Š‡”ͳͳͲ‘”ʹʹͲ’‘™‡”ˆ‘”—•‡
‹†‹ˆˆ‡”‡–…‘—–”‹‡•™‹–Š‘Ž›ƒ†‹ˆˆ‡”‡–‡†…ƒ„Ž‡Ǥ

Benefits
‡‡ˆ‹–•‘ˆ—‹˜‡”•ƒŽ†‡•‹‰‹…Ž—†‡–Š‡ˆ‘ŽŽ‘™‹‰ǣ
i …”‡ƒ•‡†•ƒŽ‡•˜‘Ž—‡
i ‡†—…‡††‡•‹‰ƒ†ƒ—ˆƒ…–—”‹‰…‘•–…‘’ƒ”‡†–‘ƒ”‡–Ǧ
•’‡…‹ˆ‹…‹–‡•

Tradeoffs
–Š‡†‡„‹–•‹†‡ǡ—‹˜‡”•ƒŽ†‡•‹‰•ƒ›„‡Ž‡•••—‹–‡†–‘ƒ›‰‹˜‡
ƒ”‡––Šƒƒ•’‡…‹ƒŽ‹œ‡†’”‘†—…–™‘—Ž†„‡Ǥ†–Š‹•…ƒ–”ƒ•Žƒ–‡–‘ƒ
•Š‘”–‡”’”‘†—…–Ž‹ˆ‡…›…Ž‡ƒ†Ž‡••…—•–‘‡”Ž‘›ƒŽ–›Ǥ

Modularization Š‡APICS DictionaryǡͳͶ–Š‡†‹–‹‘ǡ†‡ˆ‹‡•modularizationƒ•ˆ‘ŽŽ‘™•ǣ

’”‘†—…–†‡˜‡Ž‘’‡–ǡ–Š‡—•‡‘ˆ•–ƒ†ƒ”†‹œ‡†’ƒ”–•ˆ‘”ˆŽ‡š‹„‹Ž‹–›
ƒ†˜ƒ”‹‡–›Ǥ‡”‹–•’”‘†—…–†‡˜‡Ž‘’‡–…‘•–”‡†—…–‹‘•„›—•‹‰–Š‡
•ƒ‡‹–‡ȋ•Ȍ–‘„—‹Ž†ƒ˜ƒ”‹‡–›‘ˆˆ‹‹•Š‡†‰‘‘†•ǤŠ‹•‹•–Š‡ˆ‹”•–•–‡’‹
†‡˜‡Ž‘’‹‰ƒ’Žƒ‹‰„‹ŽŽ‘ˆƒ–‡”‹ƒŽ’”‘…‡••Ǥ

‘†—Ž‡‹•ƒ’ƒ”––Šƒ–…ƒ„‡—•‡†‹—Ž–‹’Ž‡’”‘†—…–•ǤModular
design strategy‹•Dz’Žƒ‹‰ƒ††‡•‹‰‹‰’”‘†—…–••‘–Šƒ–
…‘’‘‡–•‘”•—„ƒ••‡„Ž‹‡•…ƒ„‡—•‡†‹…—””‡–ƒ†ˆ—–—”‡
’”‘†—…–•‘”ƒ••‡„Ž‡†–‘’”‘†—…‡—Ž–‹’Ž‡…‘ˆ‹‰—”ƒ–‹‘•‘ˆƒ’”‘†—…–dz
ȋAPICS Dictionary, ͳͶ–Š‡†‹–‹‘Ȍ.‘†—Žƒ”†‡•‹‰‹•ƒ–›’‡‘ˆ…‘’‘‡–
…‘‘ƒŽ‹–›ǡƒ†–Š‡–‡”•ƒ”‡•‘‡–‹‡•—•‡†‹–‡”…Šƒ‰‡ƒ„Ž›Ǥ

ƒ††‹–‹‘–‘†‡•‹‰ˆ‘”…‘’‘‡–”‡—•‡ǡ‘†—Žƒ”†‡•‹‰…ƒ•–ƒ”–„›
…‘•‹†‡”‹‰‡š‹•–‹‰’”‘†—…–•‘–Š‡‘’‡ƒ”‡––‘ƒ˜‘‹††‡•‹‰ƒ†
ƒ—ˆƒ…–—”‡…‘•–•ˆ‘”–Š‘•‡’ƒ”–•Ǥ

‘’—–‡”•’”‘˜‹†‡ƒ’‡”ˆ‡…–‡šƒ’Ž‡‘ˆ‘†—Žƒ”‹–›ǤǡŠƒ”††”‹˜‡•ǡ
ƒ†‰”ƒ’Š‹…ƒ†ƒ—†‹‘•—„•›•–‡•ƒ”‡‹–‡”…Šƒ‰‡ƒ„Ž‡ƒ‘‰ƒ›
†‹ˆˆ‡”‡–…‘’—–‡”•Ǥ‘‡…‘’—–‡”’ƒ”–•ȄŠƒ”††”‹˜‡•ƒ†ǡˆ‘”

© 2016 APICS 1-210 Version 4.0, 2016 Edition

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 Section B: Design the Supply Chain

‡šƒ’Ž‡Ȅ…ƒ„‡ƒ††‡†–‘ƒƒ…Š‹‡ƒ•—’‰”ƒ†‡•ǡ‘”–Š‡›…ƒ„‡
”‡’Žƒ…‡†™‹–Š‡™ǡ‹’”‘˜‡†…‘’‘‡–•Ǥ‘†—Žƒ”„‘‘•Š‡Ž˜‡•–Šƒ–
…ƒ„‡•–ƒ…‡†˜‡”–‹…ƒŽŽ›‘”‹–‡‰”ƒ–‡†Š‘”‹œ‘–ƒŽŽ›–‘ˆ‹–†‹ˆˆ‡”‡–
•’ƒ…‡•’”‘˜‹†‡ƒ‘–Š‡”‡šƒ’Ž‡Ǥ

Š‡‘’’‘•‹–‡‘ˆ‘†—Žƒ”‹–›‹•‹–‡‰”ƒŽ†‡•‹‰ǡ‹™Š‹…ŠƒŽŽ…‘’‘‡–•
ƒ”‡†‡•‹‰‡†–‘™‘”–‘‰‡–Š‡”‹‘‡•’‡…‹ˆ‹…’”‘†—…–Ǥ’’Ž‡…‘’—–‡”•
ˆ‘…—•‘‹–‡‰”ƒŽ†‡•‹‰™Š‹Ž‡•ƒ”‡‘†—Žƒ”ǤŽ‘–Š‹‰…ƒƒŽ•‘
‹ŽŽ—•–”ƒ–‡–Š‡–™‘–›’‡•Ǥ”‘—•‡”•ǡ•Š‹”–•ǡ–‹‡•ǡƒ†•’‘”–…‘ƒ–•…ƒ„‡
‹š‡†ƒ†ƒ–…Š‡†„‡…ƒ—•‡–Š‡›ƒ”‡‘†—Žƒ”Ǥ—‹ˆ‘”ǡ‘–Š‡‘–Š‡”
Šƒ†ǡ‹•ƒ‡šƒ’Ž‡‘ˆ‹–‡‰”ƒŽ†‡•‹‰Ǥ

‡”˜‹…‡•…ƒ„‡‘†—Žƒ”–‘‘Ǥà la carte‡—‡š‡’Ž‹ˆ‹‡•‘†—Žƒ”
†‡•‹‰Ǣ–Š‡•’‡…‹ƒŽ‘ˆ–Š‡†ƒ›ǡ™‹–ŠƒŽŽ…‘—”•‡•†‡–‡”‹‡†„›–Š‡…Š‡ˆ
ƒ†–Š‡’”‹…‡•‡–„›–Š‡Š‘—•‡ǡ‹•ƒ‹–‡‰”ƒŽ†‡•‹‰Ǥ”‡ƒ‹‰†‘™ƒ
’”‘…‡••…ƒƒŽŽ‘™˜ƒ”‹‘—•…‘’‘‡–•–‘„‡‘—–•‘—”…‡†Ǥ ‘”‡šƒ’Ž‡ǡ
•‘‡…‘ƒŽ†ǯ•”‡•–ƒ—”ƒ–•”‡Ž›‘ȋ’‘••‹„Ž›‘ˆˆ•Š‘”‡†Ȍ…ƒŽŽ…‡–‡”•
–‘–ƒ‡†”‹˜‡Ǧ–Š”‘—‰Š‘”†‡”•–‘†‡…”‡ƒ•‡–Š‡–‹‡‹˜‘Ž˜‡†‹ˆ‹ŽŽ‹‰
‘”†‡”•ǤŠ‡…ƒŽŽ…‡–‡””‡Žƒ›•–Š‡‘”†‡”–‘–Š‡‹–…Š‡™‹–Šƒ…—•–‘‡”
’Š‘–‘–‘ƒ••‹•–‹ƒ……—”ƒ–‡†‡Ž‹˜‡”›ƒ––Š‡†”‹˜‡Ǧ—’™‹†‘™Ǥ

Benefits
‡‡ˆ‹–•‘ˆ‘†—Žƒ”†‡•‹‰‹…Ž—†‡–Š‡ˆ‘ŽŽ‘™‹‰ǣ
i ‡†—…‡†…‘•–‘ˆ†‡•‹‰ƒ†ƒ—ˆƒ…–—”‹‰™Š‡—•‹‰‘†—Ž‡•–‘
…”‡ƒ–‡ƒˆƒ‹Ž›‘ˆ’”‘†—…–•ǡ’‘••‹„Ž›Ž‡˜‡”ƒ‰‹‰’‘•–’‘‡‡–
•–”ƒ–‡‰‹‡•
i …”‡ƒ•‡†‡ˆˆ‹…‹‡…›ƒ††‡…”‡ƒ•‡†…‘•–‘ˆ’”‘†—…–‹‘ǡ•‹…‡—Ž–‹’Ž‡
’”‘†—…–•…ƒ„‡…”‡ƒ–‡†•‹—Ž–ƒ‡‘—•Ž›ˆ”‘–Š‡•–ƒ†ƒ”†…‘’‘‡–•
i š’ƒ†‡†…—•–‘‡”„ƒ•‡ǡ„‡…ƒ—•‡’”‘†—…–•…ƒ„‡…—•–‘‹œ‡†…Ž‘•‡”–‘
–Š‡‡†—•‡”ȋƒ†•‘‡–‹‡•„›–Š‡‡†—•‡”Ȍ
i ƒ•‹‡”ǡ‘”‡…‘•–Ǧ‡ˆˆ‡…–‹˜‡•Š‹’’‹‰ǡ™ƒ”‡Š‘—•‹‰ǡƒ††‹•’Žƒ›‘ˆ–Š‡
’”‘†—…–‹ˆ‹–‹•†‡•‹‰‡†™‹–Š’ƒ…ƒ‰‹‰‹‹†ȋ‡Ǥ‰Ǥǡ„‘š‡†ˆ—”‹–—”‡
‹–•Ȍ

Tradeoffs
Š‡”‡ƒ”‡’‘–‡–‹ƒŽ–”ƒ†‡‘ˆˆ•‹˜‘Ž˜‡†‹–ƒ‹‰ƒ‘†—Žƒ”ƒ’’”‘ƒ…Š–‘
†‡•‹‰ǣ
i Š‹Ž‡‘†—Žƒ”†‡•‹‰ƒ›”‡†—…‡Ž‘‰‹•–‹…•…‘•–•ǡ–Š‡…‘•–‘ˆ‡ƒ…Š
’”‘†—…–‹ƒˆƒ‹Ž›ƒ›‰‘—’Ǥ
i ””‘”•‹‘†—Ž‡ƒ••‡„Ž›…ƒ…”‡ƒ–‡ƒ’‘‘”‡†—•‡”‡š’‡”‹‡…‡Ǥ
i –‡‰”ƒŽ†‡•‹‰‰‡‡”ƒŽŽ›ƒŽŽ‘™•‘”‡‡’Šƒ•‹•‘•–›Ž‡ǡ„‡ƒ—–›ǡ
“—ƒŽ‹–›ǡDzˆ‹–ƒ†ˆ‹‹•Šǡdz—•‡”‡š’‡”‹‡…‡ǡƒ†…—•–‘‹œƒ–‹‘Ǥ‘•–•…ƒ„‡
Š‹‰Š‡”Ǥ

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Module 1: Supply Chain Design

Simplification Simplification‹•Dz‹’”‘˜‹‰“—ƒŽ‹–›ƒ†…—––‹‰…‘•–•„›”‡‘˜‹‰
…‘’Ž‡š‹–›ˆ”‘ƒ’”‘†—…–‘”•‡”˜‹…‡dzȋAPICS Dictionary, ͳͶ–Š‡†‹–‹‘ȌǤ
‡••…‘’Ž‡š’”‘†—…–•ƒ†•‡”˜‹…‡•Šƒ˜‡•Š‘”–‡”Ž‡ƒ†–‹‡•ǡˆ‡™‡”
“—ƒŽ‹–›‹••—‡•ǡƒ†Š‹‰Š‡”’”‘ˆ‹–ƒ”‰‹•Ǥ‹’Ž‹ˆ‹…ƒ–‹‘’”‘˜‹†‡•
•›‡”‰›™‹–Š‘–Š‡”†‡•‹‰ƒ’’”‘ƒ…Š‡••—…Šƒ••–ƒ†ƒ”†‹œƒ–‹‘‘”
…—•–‘‹œƒ–‹‘ƒ•™‡ŽŽƒ•™‹–Šƒ—ˆƒ…–—”‹‰ƒ’’”‘ƒ…Š‡••—…Šƒ•„—‹Ž†
–‘‘”†‡”Ǥ

›’‡•‘ˆ•‹’Ž‹ˆ‹…ƒ–‹‘‹…Ž—†‡…‘…—””‡–‡‰‹‡‡”‹‰ǡ†‡•‹‰ˆ‘”
ƒ—ˆƒ…–—”‡ƒ†ƒ••‡„Ž›ǡƒ††‡•‹‰ˆ‘”•‡”˜‹…‡Ǥ

Concurrent ‡‘ˆ–Š‡ˆ‹”•–•–‡’•ƒŽ‘‰–Š‡’ƒ–Š–‘™ƒ”†•—’’Ž›Ǧ…Šƒ‹Ǧ‘”‹‡–‡†
engineering (CE) †‡•‹‰‹••‘‡–‹‡•…ƒŽŽ‡†…‘…—””‡–‡‰‹‡‡”‹‰ȋȌǤ”‹‰‹ƒ–‹‰‹
–Š‡ͳͻͺͲ•ǡŠƒ•ƒŽ•‘„‡‡…ƒŽŽ‡†•‹—Ž–ƒ‡‘—•‡‰‹‡‡”‹‰‘”
’ƒ”–‹…‹’ƒ–‹˜‡†‡•‹‰Ǥ

Šƒ–‡˜‡”–Š‡ƒ‡‘”’ƒ”–‹…—Žƒ”–ƒ…–‹…•ǡ…‘…—””‡–‡‰‹‡‡”‹‰•–ƒ”–•
ˆ”‘–Š‡’”‡‹•‡–Šƒ––Š‡’”‘†—…–†‡•‹‰’”‘…‡••‡•…ƒ„‡•Š‘”–‡‡†
ƒ†•‹’Ž‹ˆ‹‡†™Š‡•–ƒ‡Š‘Ž†‡”•‘–Š‡”–Šƒ–Š‡‡‰‹‡‡”•…‘–”‹„—–‡Ǥ
ƒ”‹ƒ–‹‘•‘–Šƒ––Š‡‡ƒ”‡‘™ƒ•‡ƒ”Ž›ƒ—ˆƒ…–—”‹‰
‹˜‘Ž˜‡‡–ƒ†‡ƒ”Ž›•—’’Ž‹‡”‹˜‘Ž˜‡‡–ȋȌǢ‘ˆ…‘—”•‡ǡ
ƒ—ˆƒ…–—”‹‰ƒ†•—’’Ž‹‡””‡’”‡•‡–ƒ–‹˜‡•…ƒ„‘–Š„‡ƒ••‹‰‡†–‘ƒ
†‡•‹‰–‡ƒ–‘™‘”™‹–Š…—•–‘‡”•ƒ†”‡’”‡•‡–ƒ–‹˜‡•ˆ”‘‘–Š‡”
ˆ—…–‹‘•ƒ†‘–Š‡”’ƒ”–‡”•ǡ‹…Ž—†‹‰ƒ”‡–‹‰ƒ†•ƒŽ‡•ǡ•‡”˜‹…‡ǡ
ƒ†’—”…Šƒ•‹‰Ǥ

Benefits
‡‡ˆ‹–•‘ˆ…‘…—””‡–‡‰‹‡‡”‹‰‹…Ž—†‡–Š‡ˆ‘ŽŽ‘™‹‰ǣ
i ’Šƒ•‹œ‡•†‡•‹‰…‘ŽŽƒ„‘”ƒ–‹‘
i Š‘”–‡•–Š‡†‡•‹‰…›…Ž‡™Š‡‡˜‡–•ƒ”‡’ƒ”ƒŽŽ‡Ž”ƒ–Š‡”–Šƒ
•‡“—‡–‹ƒŽ
i ƒƒ‡—•‡‘ˆ‡™‡”…‘ŽŽƒ„‘”ƒ–‹˜‡†‡•‹‰–‘‘Ž•ˆ‘”‹–‡”ƒ…–‹˜‡
†‡•‹‰’ƒ”–‹…‹’ƒ–‹‘‹˜‹”–—ƒŽ‡‡–‹‰•ȋƒ•†‹•…—••‡†‹Šƒ’–‡”͵ǡ
Dz‡…Š‘Ž‘‰›‡•‹‰dzȌ

Tradeoffs
Š‡ƒ‹‹••—‡™‹–Š…‘…—””‡–‡‰‹‡‡”‹‰‹•–Šƒ–‹–Šƒ•„‡‡”‡’Žƒ…‡†
„›‘”‡…‘’Ž‡–‡‡–Š‘†‘Ž‘‰‹‡••—…Šƒ•†‡•‹‰ˆ‘”ƒ—ˆƒ…–—”‡ƒ†
ƒ••‡„Ž›Ǥ

Design for Design for manufacture and assembly (DFMA)‹•Dzƒ’”‘†—…–

manufacture and †‡˜‡Ž‘’‡–ƒ’’”‘ƒ…Š–Šƒ–‹˜‘Ž˜‡•–Š‡ƒ—ˆƒ…–—”‹‰ˆ—…–‹‘‹–Š‡
assembly ‹‹–‹ƒŽ•–ƒ‰‡•‘ˆ’”‘†—…–†‡•‹‰–‘‡•—”‡‡ƒ•‡‘ˆƒ—ˆƒ…–—”‹‰ƒ†

© 2016 APICS 1-212 Version 4.0, 2016 Edition

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 Section B: Design the Supply Chain

ƒ••‡„Ž›dzȋAPICS Dictionary, ͳͶ–Š‡†‹–‹‘ȌǤ ‹•‡••‡–‹ƒŽŽ›ƒ

ˆ—”–Š‡”†‡˜‡Ž‘’‡–‘ˆ…‘…—””‡–‡‰‹‡‡”‹‰Ǥ”‡Žƒ–‡†–‡”‹–Š‡
Dictionary ‹•design for manufacturability,™Š‹…Š‹•–Š‡Dz•‹’Ž‹ˆ‹…ƒ–‹‘
‘ˆ’ƒ”–•ǡ’”‘†—…–•ǡƒ†’”‘…‡••‡•–‘‹’”‘˜‡“—ƒŽ‹–›ƒ†”‡†—…‡
ƒ—ˆƒ…–—”‹‰…‘•–•Ǥdz

–Š‡–”ƒ†‹–‹‘ƒŽǡ•‡“—‡–‹ƒŽƒ’’”‘ƒ…Š–‘†‡•‹‰ƒ†’”‘†—…–‹‘ǡ
ƒ—ˆƒ…–—”‹‰‡‰‹‡‡”•‰‡–†‡•‹‰†”ƒ™‹‰•ˆ”‘–Š‡†‡•‹‰
‡‰‹‡‡”•ƒ††‡–‡”‹‡ƒ‡ˆˆ‹…‹‡–™ƒ›–‘„—‹Ž†–Š‡’”‘†—…–ƒ•
†‡•‹‰‡†Ǥ ƒ…‘™Ž‡†‰‡•–Š‡„‡‡ˆ‹–•‘ˆ‹…Ž—†‹‰•—’’Ž‹‡”•ǡ
ƒ—ˆƒ…–—”‹‰‡‰‹‡‡”•ǡƒ†™ƒ”‡Š‘—•‡ƒƒ‰‡”•”‡•’‘•‹„Ž‡ˆ‘”
ƒ••‡„Ž›‹–Š‡†‡•‹‰’”‘…‡••Ǥ‹–Š–Š‡‹”…‘ŽŽƒ„‘”ƒ–‹‘ǡ–Š‡†‡•‹‰
–‡ƒ…ƒ…”‡ƒ–‡ƒ†‡•‹‰–Šƒ–™‹ŽŽ‘–‡‡†ƒŒ‘””‡˜‹•‹‘•™Š‡–Š‡
‡‰‹‡‡”•‘”ƒ••‡„Ž‡”•—•‡‹––‘‰—‹†‡–Š‡‹”™‘”Ǥ

Š‡ƒ—ˆƒ…–—”‹‰‡‰‹‡‡”•ƒ†‘–Š‡”•–ƒ‡Š‘Ž†‡”•”‡˜‹‡™–Š‡
†‡•‹‰ƒ•‹–‹•„‡‹‰…”‡ƒ–‡†ǡ–Š‡›…ƒ†”ƒ™—’‘–Š‡‹”‡š’‡”‹‡…‡ƒ†
ˆ‹”•–Šƒ†‘™Ž‡†‰‡‘ˆ‡š‹•–‹‰ƒ—ˆƒ…–—”‹‰Ȁƒ••‡„Ž›’”‘…‡••‡•–‘
…ƒ–…Š—”‡ƒŽ‹•–‹…ƒ••—’–‹‘•ƒ„‘—–’”‘†—…–‹‘™Š‹Ž‡ƒ‡†‹‰–Š‡
†‡•‹‰‹•”‡Žƒ–‹˜‡Ž›‡ƒ•›Ǥ‘””‡…–‹‰ˆŽƒ™‡††‡•‹‰ƒ••—’–‹‘•
„‡…‘‡•—…Š‘”‡…‘•–Ž›ƒ†–‹‡Ǧ…‘•—‹‰ƒˆ–‡”–Š‡†‡•‹‰Šƒ•
„‡‡…‘’Ž‡–‡†ǤŠ‡”‡•—Ž–‹•ƒŠ‹‰ŠǦ“—ƒŽ‹–›’”‘†—…––Šƒ–”‡ƒ‹•
ƒˆˆ‘”†ƒ„Ž‡ƒ†‹•”‡ƒ†›ˆ‘”ƒ”‡–‹ƒ”‡ƒ•‘ƒ„Ž‡Ž‡‰–Š‘ˆ–‹‡Ǥ

Š‡‰‘ƒŽ•‘ˆ ƒ”‡ƒ•ˆ‘ŽŽ‘™•ǣ
i ‡Ž‡…–ƒ–‡”‹ƒŽ•ˆ‘”‡ƒ•‡‘ˆ’”‘†—…–‹‘ƒ•™‡ŽŽƒ•’”‘†—…–ˆ—…–‹‘
i ‡•‹‰…‘’‘‡–••‘–Šƒ––Š‡›†‘‘–”‡“—‹”‡‡š–”‡‡Ž›–‹‰Š–
–‘Ž‡”ƒ…‡•
i ‡†—…‡–Š‡—„‡”‘ˆ’ƒ”–•
i ‡†—…‡–Š‡—„‡”‘ˆ‹•–ƒ…‡•’ƒ”–•‡‡†–‘„‡Šƒ†Ž‡†
i •‡…‘…—””‡–ƒ†’ƒ”ƒŽŽ‡Ž’”‘…‡••‹‰–‘”‡†—…‡™‘”Ǧ‹Ǧ’”‘…‡••
–‹‡
i ƒ‡ƒ••‡„Ž›‘„˜‹‘—•ƒ†‡ƒ•›
i ‹’Ž‹ˆ›–Š‡’”‘…‡•••–‡’•ˆ‘”ƒ••‡„Ž›
i ‡•‹‰‹‡ƒ•›’”‘†—…––‡•–‹‰

‘”‡šƒ’Ž‡ǡƒǤǤǦ„ƒ•‡†’‹„ƒŽŽƒ…Š‹‡ƒ—ˆƒ…–—”‹‰…‘’ƒ›
ˆ‘ŽŽ‘™‡† ’”‹…‹’Ž‡•„›…”‡ƒ–‹‰ƒ…‘’Ž‡–‡†‹–‡”ƒŽƒ••‡„Ž›
Šƒ”‡••–Šƒ–…‘—Ž†„‡”‘–ƒ–‡†͵͸Ͳ†‡‰”‡‡•ǡ‰‹˜‹‰–”‘—„Ž‡•Š‘‘–‡”•
ƒ……‡••–‘ƒŽŽ‘ˆ–Š‡‹–‡”ƒŽ™‹”‹‰ˆ‘”ˆƒ•–”‡’ƒ‹”™Š‡’‡”ˆ‘”‹‰
’”‘†—…––‡•–‹‰Ǥ—…Š‹‘˜ƒ–‹‘•Š‡Ž’–Š‡•–ƒ›…‘’‡–‹–‹˜‡™‹–Š
Ž‘™‡”Ǧ…‘•–Žƒ„‘”ƒ”‡–•Ǥ


© 2016 APICS 1-213 Version 4.0, 2016 Edition

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Module 1: Supply Chain Design

Benefits
Š‡„‡‡ˆ‹–•‘ˆ ‹…Ž—†‡–Š‡ˆ‘ŽŽ‘™‹‰ǣ
i ‡†—…‡•…‘ˆ—•‹‘ǡ…‘’Ž‡š‹–›ǡƒ†˜ƒ”‹ƒ„‹Ž‹–›ǡ‹–—””‡†—…‹‰
’”‘†—…–‹‘†‡Žƒ›•ǡŽ‘‰•‡–—’–‹‡•ǡ‘”‡š–‡•‹˜‡–”ƒ‹‹‰
”‡“—‹”‡‡–•
i –ƒ†ƒ”†•ƒ†’‘Ž‹…‹‡•…ƒ‡ˆ‘”…‡ ǡ•—…Šƒ•”‡“—‹”‹‰
‡˜ƒŽ—ƒ–‹‘‘ˆ‡š‹•–‹‰‡“—‹’‡–„‡ˆ‘”‡”‡•‘”–‹‰–‘ƒ‡™
’”‘†—…–‹‘Ž‹‡
i ƒ‡•—•‡‘ˆ•–ƒ†ƒ”†‹œƒ–‹‘™Š‡‡˜‡”’‘••‹„Ž‡•—…Šƒ•…‘‘
’ƒ”–•ˆ‘”’”‘†—…–ˆƒ‹Ž‹‡•‘”‘ˆˆǦ–Š‡Ǧ•Š‡Žˆ’ƒ”–•
i ••‹•–•Ž‡ƒ’Š‹Ž‘•‘’Š‹‡•ǡ‘†—Žƒ”†‡•‹‰ǡƒ†ƒ••…—•–‘‹œƒ–‹‘
i ‘ˆ–™ƒ”‡ƒ—–‘ƒ–‡•ƒ›ˆ‡ƒ–—”‡•‘ˆ 

Tradeoffs
Š‡ƒ‹–”ƒ†‡‘ˆˆ‘ˆ ‹•–Šƒ–‹–…‘—Ž†„‡ƒ–‘††•™‹–Š…—•–‘‡”
†‡ƒ†ƒ†ƒ”‡–‹‰†‡•‹”‡•‹ˆ•‹’Ž‹ˆ‹…ƒ–‹‘•”‡•—Ž–‹•‘‡
†‡ƒ†‡†ˆ‡ƒ–—”‡•„‡‹‰‘‹––‡†ȋ—•—ƒŽŽ›–Š‡•‡ƒ”‡ˆ‡ƒ–—”‡•–Šƒ–ˆƒ‹Ž–‘
‹…”‡ƒ•‡ƒ”‰‹ƒŽ’”‘ˆ‹–•ȌǤ

Design for service Design for service‹•–Š‡Dz•‹’Ž‹ˆ‹…ƒ–‹‘‘ˆ’ƒ”–•ƒ†’”‘…‡••‡•–‘

(design for ‹’”‘˜‡–Š‡ƒˆ–‡”Ǧ•ƒŽ‡•‡”˜‹…‡‘ˆƒ’”‘†—…–ǤdzȋAPICS Dictionary, ͳͶ–Š
maintainability) ‡†‹–‹‘ȌǤ–‹•ƒŽ•‘…ƒŽŽ‡††‡•‹‰ˆ‘”ƒ‹–ƒ‹ƒ„‹Ž‹–›Ǥ

…‡ƒ’—”…Šƒ•‡Šƒ•„‡‡ƒ†‡ǡƒ…—•–‘‡”ǯ•‘’‹‹‘‘ˆƒ’”‘†—…–‘ˆ–‡
Š‹‰‡•‘–Š‡‹”‘•–”‡…‡–‡š’‡”‹‡…‡•™‹–Š–Š‡’”‘†—…–ǡ•‘
•‡”˜‹…‡ƒ„‹Ž‹–›‘”ƒ‹–ƒ‹ƒ„‹Ž‹–›•–”‘‰Ž›‹’ƒ…–…—•–‘‡”•ƒ–‹•ˆƒ…–‹‘
ƒ†”‡–‡–‹‘‘ˆŽ‹ˆ‡–‹‡…—•–‘‡”•Ǥ ‘”’”‘†—…–•–Šƒ–”‡“—‹”‡”‡‰—Žƒ”
ƒ‹–‡ƒ…‡ǡ–Š‹•ƒ›‹˜‘Ž˜‡…Šƒ‰‹‰…ƒ”–”‹†‰‡•ǡˆ‹Ž–‡”•ǡ‘”‘–Š‡”
”‡’Žƒ…‡‡–’ƒ”–•Ǥƒ”–•–Šƒ–‡‡†–‘„‡”‡’Žƒ…‡†ˆ”‡“—‡–Ž›•Š‘—Ž†„‡
‡ƒ•‹Ž›ƒ……‡••‹„Ž‡ƒ†”‡’Žƒ…‡ƒ„Ž‡„›•‘‡‘‡™‹–Š‘–”ƒ‹‹‰
ȋˆ‘‘Ž’”‘‘ˆȌǤ˜‡™Š‡–Š‡›ƒ”‡†‡•‹‰‡†–‘„‡”‡’Žƒ…‡†„›
’”‘ˆ‡••‹‘ƒŽ•‘”•‡”˜‹…‡–‡ƒ•ǡˆƒ•–‡”•‡”˜‹…‡”‡†—…‡•ƒ‹–‡ƒ…‡
…Šƒ”‰‡•Ǥ

Benefits
i ‡•‹‰ˆ‘”•‡”˜‹…‡Ž‘™‡”•–‘–ƒŽ…‘•–‘ˆ‘™‡”•Š‹’Ǥ ‘”‡šƒ’Ž‡ǡ‹ˆƒ
ˆƒ…‹Ž‹–›ƒƒ‰‡”…ƒ”‡’Žƒ…‡ƒŽŽƒ‹”ˆ‹Ž–‡”•‹ƒ„—‹Ž†‹‰‹ƒ†ƒ›
”ƒ–Š‡”–Šƒ–™‘†ƒ›•ǡ‹–•ƒ˜‡•–Š‡‘”‰ƒ‹œƒ–‹‘ƒ‰”‡ƒ–†‡ƒŽ‘ˆ‘‡›
‘˜‡”–Š‡Ž‹ˆ‡‘ˆ–Š‡„—‹Ž†‹‰Ǥ
i ‡•‹‰ˆ‘”•‡”˜‹…‡ƒŽ•‘‡š–‡†•–‘Ž‘‰‹•–‹…•ǡ•‹…‡ƒ”‡ƒ†›•—’’Ž›‘ˆ
”‡’Žƒ…‡‡–’ƒ”–•—•–„‡ƒ˜ƒ‹Žƒ„Ž‡Ǥ‡’Žƒ…‡‡–’ƒ”–•…ƒ„‡ƒ
•‹‰‹ˆ‹…ƒ–•‘—”…‡‘ˆ’”‘ˆ‹–Ǥˆ–Š‡‘”†‡”‹‰‡š’‡”‹‡…‡‹•‡ƒ•›ǡ‹–…ƒ
„‡ƒ•‘—”…‡‘ˆ…—•–‘‡”•ƒ–‹•ˆƒ…–‹‘Ǥ

© 2016 APICS 1-214 Version 4.0, 2016 Edition

All rights reserved Printed on 100% post-consumer waste recycled paper.
 Section B: Design the Supply Chain

Tradeoffs
i ‡•‹‰ˆ‘”•‡”˜‹…‡ƒ›…‘’‡–‡™‹–Š‘–Š‡”†‡•‹‰‰‘ƒŽ••—…Šƒ•
ƒ‡•–Š‡–‹…•‘”‹‹‹œ‹‰†‡˜‡Ž‘’‡–…‘•–Ǥ

Quality Quality‹•†‡ˆ‹‡†„›–Š‡APICS Dictionary, ͳͶ–Š‡†‹–‹‘ǡƒ•ˆ‘ŽŽ‘™•ǣ


‘ˆ‘”ƒ…‡–‘”‡“—‹”‡‡–•‘”ˆ‹–‡••ˆ‘”—•‡Ǥ—ƒŽ‹–›…ƒ„‡
†‡ˆ‹‡†–Š”‘—‰Šˆ‹˜‡’”‹…‹’ƒŽƒ’’”‘ƒ…Š‡•ǣȋͳȌ”ƒ•…‡†‡–
“—ƒŽ‹–›‹•ƒ‹†‡ƒŽǡƒ…‘†‹–‹‘‘ˆ‡š…‡ŽŽ‡…‡ǤȋʹȌ”‘†—…–Ǧ„ƒ•‡†
“—ƒŽ‹–›‹•„ƒ•‡†‘ƒ’”‘†—…–ƒ––”‹„—–‡Ǥȋ͵Ȍ•‡”Ǧ„ƒ•‡†“—ƒŽ‹–›‹•
ˆ‹–‡••ˆ‘”—•‡ǤȋͶȌƒ—ˆƒ…–—”‹‰Ǧ„ƒ•‡†“—ƒŽ‹–›‹•…‘ˆ‘”ƒ…‡–‘
”‡“—‹”‡‡–•ǤȋͷȌƒŽ—‡Ǧ„ƒ•‡†“—ƒŽ‹–›‹•–Š‡†‡‰”‡‡‘ˆ‡š…‡ŽŽ‡…‡ƒ–
ƒƒ……‡’–ƒ„Ž‡’”‹…‡ǤŽ•‘ǡ“—ƒŽ‹–›Šƒ•–™‘ƒŒ‘”…‘’‘‡–•ǣȋͳȌ
“—ƒŽ‹–›‘ˆ…‘ˆ‘”ƒ…‡Ȅ“—ƒŽ‹–›‹•†‡ˆ‹‡†„›–Š‡ƒ„•‡…‡‘ˆ
†‡ˆ‡…–•ǡƒ†ȋʹȌ“—ƒŽ‹–›‘ˆ†‡•‹‰Ȅ“—ƒŽ‹–›‹•‡ƒ•—”‡†„›–Š‡
†‡‰”‡‡‘ˆ…—•–‘‡”•ƒ–‹•ˆƒ…–‹‘™‹–Šƒ’”‘†—…–ǯ•…Šƒ”ƒ…–‡”‹•–‹…•ƒ†
ˆ‡ƒ–—”‡•Ǥ

‘–Š‡”™‘”†•ǡ“—ƒŽ‹–›‹•ƒ…”‹–‹…ƒŽ‹••—‡‹’”‘†—…–†‡•‹‰ƒ†
ƒ—ˆƒ…–—”‡–Šƒ–…ƒ„‡‡ƒ•—”‡†ƒ†…‘–”‘ŽŽ‡†‹—Ž–‹’Ž‡™ƒ›•Ǥ
‡–Š‘†•‘ˆ‹…‘”’‘”ƒ–‹‰“—ƒŽ‹–›‹–‘†‡•‹‰‹…Ž—†‡†‡•‹‰ˆ‘”“—ƒŽ‹–›ǡ
†‡•‹‰ˆ‘”•‹š•‹‰ƒǡƒ†“—ƒŽ‹–›ˆ—…–‹‘†‡’Ž‘›‡–Ǥ

Design for quality Design for quality‹•Dzƒ’”‘†—…–†‡•‹‰ƒ’’”‘ƒ…Š–Šƒ–—•‡•“—ƒŽ‹–›

‡ƒ•—”‡•–‘…ƒ’–—”‡–Š‡‡š–‡––‘™Š‹…Š–Š‡†‡•‹‰‡‡–•–Š‡‡‡†•‘ˆ
–Š‡–ƒ”‰‡–ƒ”‡–ȋ…—•–‘‡”ƒ––”‹„—–‡•Ȍǡƒ•™‡ŽŽƒ•‹–•ƒ…–—ƒŽ
’‡”ˆ‘”ƒ…‡ǡƒ‡•–Š‡–‹…•ǡƒ†…‘•–dzȋAPICS Dictionary, ͳͶ–Š‡†‹–‹‘ȌǤ

‡•‹‰ˆ‘”“—ƒŽ‹–›—•‡•ƒ—„‡”‘ˆ‡ƒ•—”‡‡–•–‘…‘–”‘Ž“—ƒŽ‹–›
•—…Šƒ•–Š‘•‡ƒ††”‡••‡†‹‘†—Ž‡͵Ǥƒ…Š‘”‰ƒ‹œƒ–‹‘™‹ŽŽ†‡–‡”‹‡
–Š‡‡ƒ•—”‡‡–•–Š‡›™‹•Š–‘—•‡ƒ†–Š‡•‡–”‡“—‹”‡‡–•ˆ‘”
ƒ……‡’–ƒ„Ž‡“—ƒŽ‹–›ƒ†‰‘ƒŽ•ˆ‘”‡š…‡’–‹‘ƒŽ“—ƒŽ‹–›Ǥ‘‡‘ˆ–Š‡•‡
‡ƒ•—”‡‡–•™‹ŽŽ„‡•—„Œ‡…–‹˜‡ǡ•—…Šƒ•ˆ‘”ƒ‡•–Š‡–‹…•Ǥ

Benefits
‡‡ˆ‹–•‘ˆ†‡•‹‰ˆ‘”“—ƒŽ‹–›‹…Ž—†‡–Š‡ˆ‘ŽŽ‘™‹‰ǣ
i ‡™‡”†‡ˆ‡…–•”‡†—…‡•™ƒ•–‡ƒ†‹…”‡ƒ•‡•…—•–‘‡”•ƒ–‹•ˆƒ…–‹‘
i ‹‰Š“—ƒŽ‹–›…ƒ‘˜‡–Š‡’”‘†—…–ˆ”‘ƒ‘”†‡”“—ƒŽ‹ˆ‹‡”–‘ƒ
‘”†‡”™‹‡”‹ˆ–Š‡‘”‰ƒ‹œƒ–‹‘ǯ••–”ƒ–‡‰›‹•–‘…‘’‡–‡‘“—ƒŽ‹–›Ǥ

Tradeoffs
”ƒ†‡‘ˆˆ•‘ˆ†‡•‹‰ˆ‘”“—ƒŽ‹–›‹…Ž—†‡–Š‡ˆ‘ŽŽ‘™‹‰ǣ
i —ƒŽ‹–›ƒ›‹˜‘Ž˜‡•‹‰‹ˆ‹…ƒ–‹‹–‹ƒŽ‡š’‡•‡
i ˜‡”–‹‡‹–—•—ƒŽŽ›Ž‘™‡”•–‘–ƒŽ…‘•–•ǡ„—––Š‡•‡•ƒ˜‹‰•ƒ›„‡
Šƒ”†–‘–”ƒ…‡„ƒ…–‘–Š‡“—ƒŽ‹–›’”‘‰”ƒ

© 2016 APICS 1-215 Version 4.0, 2016 Edition

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Module 1: Supply Chain Design

Design for six Design for six sigma‹•†‡ˆ‹‡†„›–Š‡APICS Dictionary, ͳͶ–Š‡†‹–‹‘ǡƒ•

sigma ˆ‘ŽŽ‘™•ǣ

ƒ’’”‘ƒ…Š–‘†‡•‹‰‹‰’”‘†—…–•ƒ†’”‘…‡••‡•–Šƒ–ƒ––‡’–•–‘
‡•—”‡–Š‡ˆ‹”…ƒ’”‘˜‹†‡’”‘†—…–•‘”•‡”˜‹…‡•–Šƒ–‡‡–•‹š
•‹‰ƒ“—ƒŽ‹–›Ž‡˜‡Ž•ǤŠ‡•‡“—ƒŽ‹–›Ž‡˜‡Ž•…‘””‡•’‘†–‘
ƒ’’”‘š‹ƒ–‡Ž›͵ǤͶ†‡ˆ‡…–•’‡”‹ŽŽ‹‘‘’’‘”–—‹–‹‡•Ǥ

‹š•‹‰ƒ‹•ƒ††”‡••‡†‹‘†—Ž‡͵ǡ‡…–‹‘ǡŠƒ’–‡”͵ǡDz‘–‹—‘—•
’”‘˜‡‡–ƒ†Šƒ‰‡ƒƒ‰‡‡–Ǥdz

Quality function Quality function deployment (QFD)‹•†‡ˆ‹‡†„›–Š‡APICS

deployment (QFD) Dictionary, ͳͶ–Š‡†‹–‹‘ǡƒ•ˆ‘ŽŽ‘™•ǣ

‡–Š‘†‘Ž‘‰›†‡•‹‰‡†–‘‡•—”‡–Šƒ–ƒŽŽ–Š‡ƒŒ‘””‡“—‹”‡‡–•
‘ˆ–Š‡…—•–‘‡”ƒ”‡‹†‡–‹ˆ‹‡†ƒ†•—„•‡“—‡–Ž›‡–‘”‡š…‡‡†‡†
–Š”‘—‰Š–Š‡”‡•—Ž–‹‰’”‘†—…–†‡•‹‰’”‘…‡••ƒ†–Š‡†‡•‹‰ƒ†
‘’‡”ƒ–‹‘‘ˆ–Š‡•—’’‘”–‹‰’”‘†—…–‹‘ƒƒ‰‡‡–•›•–‡Ǥ 
…ƒ„‡˜‹‡™‡†ƒ•ƒ•‡–‘ˆ…‘—‹…ƒ–‹‘ƒ†–”ƒ•Žƒ–‹‘–‘‘Ž•Ǥ 
–”‹‡•–‘‡Ž‹‹ƒ–‡–Š‡‰ƒ’„‡–™‡‡™Šƒ––Š‡…—•–‘‡”™ƒ–•‹ƒ
‡™’”‘†—…–ƒ†™Šƒ––Š‡’”‘†—…–‹•…ƒ’ƒ„Ž‡‘ˆ†‡Ž‹˜‡”‹‰Ǥ 
‘ˆ–‡Ž‡ƒ†•–‘ƒ…Ž‡ƒ”‹†‡–‹ˆ‹…ƒ–‹‘‘ˆ–Š‡ƒŒ‘””‡“—‹”‡‡–•‘ˆ–Š‡
…—•–‘‡”•ǤŠ‡•‡‡š’‡…–ƒ–‹‘•ƒ”‡”‡ˆ‡””‡†–‘ƒ•–Š‡˜‘‹…‡‘ˆ–Š‡
…—•–‘‡”ȋȌǤ

 ‹•‘”‡–ŠƒŒ—•–ƒ†‡•‹‰ˆ‘”“—ƒŽ‹–›’Š‹Ž‘•‘’Š›ǣ‹–‡š–‡†•–‘
‘’‡”ƒ–‹‘•ƒ†•—’’‘”–ˆ—…–‹‘•Ǥ‘™‡˜‡”ǡ —•–•–ƒ”–™‹–Š†‡•‹‰
„›–”ƒ•Žƒ–‹‰…—•–‘‡”•‡‰‡–†‡ƒ††ƒ–ƒƒ†–Š‡‹–‘†‡•‹‰
”‡“—‹”‡‡–•Ǥ‹•†‹•…—••‡†‹‘†—Ž‡ʹǡ‡…–‹‘ǡŠƒ’–‡”ʹǡ
Dz—•–‘‡”‡Žƒ–‹‘•Š‹’ƒƒ‰‡‡–Ǥdz —•‡•’”‡…‹•‡•–‡’•ƒ†
‡–Š‘†‘Ž‘‰›•—…Šƒ•ƒ‘—•‡‘ˆ—ƒŽ‹–›ǡ™Š‹…Š‹•‡••‡–‹ƒŽŽ›ƒ
…‘’ƒ”ƒ–‹˜‡•’”‡ƒ†•Š‡‡––Šƒ–”ƒ•Š‘™ƒ’”‘†—…–‘”•‡”˜‹…‡•–ƒ†•—’
–‘…—•–‘‡”™ƒ–•ƒ•™‡ŽŽƒ•–‘™Šƒ––Š‡…‘’‡–‹–‹‘‹•‘ˆˆ‡”‹‰ǤŽŽ‘ˆ
–Š‹•‹•–”ƒ•Žƒ–‡†‹–‘ƒ•‡–‘ˆ–‡…Š‹…ƒŽ•’‡…‹ˆ‹…ƒ–‹‘•–‘‡‡–…—•–‘‡”
’”‹‘”‹–‹‡•ǤŠ‡’Š‹Ž‘•‘’Š›—•‡•‰”‘—’†‡…‹•‹‘ƒ‹‰–‘ƒ‡•—”‡
…‘ˆŽ‹…–•ƒ”‡”‡•‘Ž˜‡†™‹–Š–Š‡…—•–‘‡”‹‹†Ǥ

Benefits
‡‡ˆ‹–•‘ˆ ‹…Ž—†‡–Š‡ˆ‘ŽŽ‘™‹‰ǣ
i ”‘˜‹†‡•ƒŽŽ‘ˆ–Š‡„‡‡ˆ‹–•‘ˆ†‡•‹‰ˆ‘”“—ƒŽ‹–›
i ’”‘˜‡•…—•–‘‡”•‡”˜‹…‡
i Š‘™•”‡Žƒ–‹˜‡Ž‡˜‡Ž•‘ˆ‹–‡”ƒ…–‹‘•„‡–™‡‡†‡•‹”‡†’”‘†—…–
…Šƒ”ƒ…–‡”‹•–‹…••‘–Šƒ––Š‡›…ƒ„‡’”‹‘”‹–‹œ‡†™Š‡‹…‘ˆŽ‹…–™‹–Š
‘‡ƒ‘–Š‡”ȋ‡Ǥ‰ǤǡŽ‹‰Š–ƒ†•–—”†›‘”ˆƒ•–ƒ……‡Ž‡”ƒ–‹‘ƒ†Ž‘™‰ƒ•
‹Ž‡ƒ‰‡Ȍ

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 Section B: Design the Supply Chain

Tradeoffs
‡‹••—‡™‹–Š ‹•–Šƒ–ǡŽ‹‡ƒ›…‘’Ž‡š‡–Š‘†‘Ž‘‰›ǡ‹–”‡“—‹”‡•
–Š‡‘”‰ƒ‹œƒ–‹‘–‘™Š‘Ž‡Š‡ƒ”–‡†Ž›…Šƒ’‹‘ǡƒ†‘’–ǡƒ†ƒ‹–ƒ‹‹–Ǥ

Customization —•–‘‹œƒ–‹‘‹•ƒ†‡•‹‰‰‘ƒŽ–Šƒ–ƒŽŽ‘™•’”‘†—…–•‘”’”‘†—…–ˆƒ‹Ž‹‡•–‘
„‡ƒ†ƒ’–‡†–‘…Šƒ‰‹‰…—•–‘‡”†‡ƒ†‘˜‡”–‹‡Ǥ—•–‘‹œƒ–‹‘–Šƒ–
”‡“—‹”‡•‡‰‹‡‡”‹‰–‘‘”†‡”Šƒ•ƒ˜‡”›Š‹‰Š’”‘†—…–…‘•–ƒ†Ž‘‰Ž‡ƒ†
–‹‡•ǤŠ‹Ž‡–Š‹•‹•ƒ’’”‘’”‹ƒ–‡ˆ‘”•‘‡ƒ”‡–•ǡ‹–…ƒ‘–„‡’”‘ˆ‹–ƒ„Ž‡
ˆ‘”ƒ›’”‘†—…–•ƒ†•‡”˜‹…‡•ǤŠ‡”‡ˆ‘”‡ǡ‡–Š‘†•‘ˆ…—•–‘‹œƒ–‹‘
Šƒ˜‡„‡‡†‡˜‡Ž‘’‡†–‘Šƒ”‡••ƒ••’”‘†—…–‹‘ƒ•—…Šƒ•’‘••‹„Ž‡Ǥ

—•–‘‹œƒ–‹‘‡–Š‘†•†‹•…—••‡†Š‡”‡‹…Ž—†‡ƒ••…—•–‘‹œƒ–‹‘ǡ
’‘•–’‘‡‡–ǡƒ†‰Ž‘…ƒŽ‹œƒ–‹‘Ǥ

Mass Mass customization‹•–Š‡’”ƒ…–‹…‡‘ˆ‘˜‹‰ˆ‹ƒŽ’”‘†—…–…‘ˆ‹‰—”ƒ–‹‘
customization …Ž‘•‡”–‘–Š‡…—•–‘‡”ǤŠ‡APICS DictionaryǡͳͶ–Š‡†‹–‹‘ǡ†‡ˆ‹‡•‹–ƒ•
Dz–Š‡…”‡ƒ–‹‘‘ˆƒŠ‹‰ŠǦ˜‘Ž—‡’”‘†—…–™‹–ŠŽƒ”‰‡˜ƒ”‹‡–›•‘–Šƒ–ƒ
…—•–‘‡”ƒ›•’‡…‹ˆ›ƒ‡šƒ…–‘†‡Ž‘—–‘ˆƒŽƒ”‰‡˜‘Ž—‡‘ˆ’‘••‹„Ž‡
‡†‹–‡•™Š‹Ž‡ƒ—ˆƒ…–—”‹‰…‘•–‹•Ž‘™†—‡–‘Žƒ”‰‡˜‘Ž—‡Ǥdz–ǯ•ƒŽ•‘
‘™ƒ•†‡Žƒ›‡††‹ˆˆ‡”‡–‹ƒ–‹‘ǡ™Š‹…Š‹•ƒ†‡•…”‹’–‹‘‘ˆ–Š‡’”‘…‡••
–Šƒ–Ž‡ƒ†•–‘ƒ••…—•–‘‹œƒ–‹‘ǤŠƒ–‹•ǡƒ„ƒ•‹…’”‘†—…–‘”•‡–‘ˆ
…‘’‘‡–•”‡ƒ‹•‹—†‹ˆˆ‡”‡–‹ƒ–‡†ˆ‘”ƒ•Ž‘‰ƒ•’‘••‹„Ž‡„‡ˆ‘”‡
„‡‹‰…‘˜‡”–‡†‘”ƒ••‡„Ž‡†‹–‘ƒ…—•–‘‹œ‡†ǡ‘”†‹ˆˆ‡”‡–‹ƒ–‡†ǡ
…‘ˆ‹‰—”ƒ–‹‘Ǥ‘‡–‹‡•†‹ˆˆ‡”‡–‹ƒ–‹‘†‘‡•ǯ–‘……—”—–‹Ž–Š‡‡†
…—•–‘‡”•‡Ž‡…–•–Š‡•’‡…‹ˆ‹……‘’‘‡–•–‘„‡ƒ••‡„Ž‡†–‘‘”†‡”Ǥ

…Žƒ••‹…‡šƒ’Ž‡‘ˆƒ••…—•–‘‹œƒ–‹‘‹•‡™Ž‡––Ǧƒ…ƒ”†ǯ•†‡…‹•‹‘–‘
•–‘’•‡†‹‰…‘’Ž‡–‡Ž›ƒ••‡„Ž‡†ǡ”‡‰‹‘ƒŽŽ›†‹ˆˆ‡”‡–‹ƒ–‡†’”‹–‡”•
ˆ”‘‘‡’Žƒ––‘ƒŽŽ‰‡‘‰”ƒ’Š‹…ƒ”‡–•ƒ†‹•–‡ƒ†–‘•Š‹’‘†—Žƒ”
’ƒ”–•–‘‡ƒ…Š”‡‰‹‘ƒŽ†‹•–”‹„—–‘”ˆ‘”ƒ••‡„Ž›…Ž‘•‡”–‘–Š‡…—•–‘‡”Ǥ

ƒ••…—•–‘‹œƒ–‹‘„‡‡ˆ‹–•ˆ”‘‘†—Žƒ”†‡•‹‰ǡƒ••Š‘™–Š‡
’”‡…‡†‹‰’”‹–‡”‡šƒ’Ž‡ǤŠ‡ˆ‡™‡”–Š‡‘†—Ž‡•–‘„‡•Š‹’’‡†ǡ
•–‘”‡†ǡƒ†ƒ••‡„Ž‡†ǡ–Š‡‘”‡‡ˆˆ‹…‹‡––Š‡•—’’Ž›…Šƒ‹Ȅƒ†–Š‡‘”‡
‡ƒ•‹Ž›–Š‡ˆ‹ƒŽ†‹ˆˆ‡”‡–‹ƒ–‹‘…ƒ„‡ƒ……‘’Ž‹•Š‡†Ǥ‹˜‡”•‹–›‡†—…ƒ–‹‘ǡ
‹˜‡•–‡–’‘”–ˆ‘Ž‹‘•ǡƒ†”‡•–ƒ—”ƒ–‡ƒŽ•ƒ”‡ƒŽŽ…—•–‘‹œ‡†ˆ‘”–Š‡
‹†‹˜‹†—ƒŽ‡†…—•–‘‡”Ǥˆƒ…–ǡ–Š‡…—•–‘‡”ƒ›†‘–Š‡…—•–‘‹œ‹‰Ǥ

ƒ‹‰ƒ••…—•–‘‹œƒ–‹‘™‘”‡ˆˆ‹…‹‡–Ž›†‡’‡†•—’‘‡•–ƒ„Ž‹•Š‹‰
‹•–ƒ–ƒ‡‘—•…‘—‹…ƒ–‹‘ƒ‘‰–Š‡—‹–•–Šƒ–„—‹Ž†‘”•—’’Ž›‡ƒ…Š
‘†—Ž‡Ǥ–ƒ›ƒŽ•‘”‡“—‹”‡–Š‡ƒ˜ƒ‹Žƒ„‹Ž‹–›‘ˆ…‘•‹†‡”ƒ„Ž‡‡š’‡”–‹•‡ƒ–
–Š‡’‘‹–‘ˆ†‹ˆˆ‡”‡–‹ƒ–‹‘Ǥ–Š‡‡šƒ’Ž‡ǡ–Š‡”‡‰‹‘ƒŽ†‹•–”‹„—–‘”•
Šƒ†–‘ƒ…“—‹”‡–Š‡‡“—‹’‡–ƒ†‡š’‡”–‹•‡‡…‡••ƒ”›–‘ƒ••‡„Ž‡

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Module 1: Supply Chain Design

’”‹–‡”•ǡ™Š‡”‡ƒ•„‡ˆ‘”‡–Š‡›‘Ž›Šƒ†–‘™ƒ”‡Š‘—•‡ƒ††‹•–”‹„—–‡–Š‡
’”‹–‡”•Ǥ

ƒ••…—•–‘‹œƒ–‹‘ƒ›ƒŽ•‘”‡“—‹”‡‘”‡‡š’‡”–‹•‡„›‡’Ž‘›‡‡•ƒ––Š‡
’‘‹–Ǧ‘ˆǦ•ƒŽ‡ǡ•‹…‡…—•–‘‡”•ƒ›Šƒ˜‡–‘„‡‰—‹†‡†‹–Š‡‹”•‡Ž‡…–‹‘‘ˆ
…—•–‘’”‘†—…–•Ǥ‘”‡‘˜‡”ǡ–Š‡”‡–ƒ‹Ž•ƒŽ‡•’‡”•‘ƒ›„‡–Š‡ˆ‹ƒŽ
ƒ••‡„Ž‡”Ǥ––ƒ‡•‰”‡ƒ–‡”–”ƒ‹‹‰ǡƒ†’‡”Šƒ’•ƒ’–‹–—†‡ǡ–‘„—‹Ž†‹–‡•
–‘‘”†‡”‹ƒ”‡–ƒ‹Ž•‡––‹‰–Šƒ–‘•‡ŽŽ–Š‡•—’’Ž‹‡†ƒ•ƒˆ‹‹•Š‡†’”‘†—…–Ǥ

Benefits
‡‡ˆ‹–•‘ˆƒ••…—•–‘‹œƒ–‹‘‹…Ž—†‡–Š‡ˆ‘ŽŽ‘™‹‰ǣ
i ƒ˜‹‰•†—‡–‘‡…‘‘‹‡•‘ˆ•…ƒŽ‡
i …”‡ƒ•‡†‡ˆˆ‹…‹‡…›ƒ†‡š’‡”–‹•‡‘ˆ™‘”‡”•™Š‘…”‡ƒ–‡ƒ••‡„Ž‡†
–‘‘”†‡”‘†—Ž‡•
i …”‡ƒ•‡†•ƒŽ‡•˜‘Ž—‡„‡…ƒ—•‡‘ˆ–Š‡ƒ’’‡ƒŽ‘ˆ†‹ˆˆ‡”‡–‹ƒ–‡†
’”‘†—…–•–‘†‹ˆˆ‡”‡–ƒ”‡–•‡‰‡–•
i ‡†—…‡†‹˜‡–‘”›…‘•–•ǡ„‡…ƒ—•‡ƒ‰‰”‡‰ƒ–‹‘‘ˆ†‡ƒ†‹…”‡ƒ•‡•
–Š‡ƒ……—”ƒ…›‘ˆˆ‘”‡…ƒ•–•ƒ†ƒŽŽ‘™•‡ƒ…Š”‡‰‹‘–‘”‡†—…‡‹–•
‹˜‡–‘”›
i ”‡ƒ–‡••‡‹Ǧ•‹ŽŽ‡†Œ‘„•–‘„‡‡ˆ‹–Ž‘…ƒŽ…‘—‹–‹‡•

Tradeoffs
”ƒ†‡‘ˆˆ•‘ˆƒ••…—•–‘‹œƒ–‹‘‹…Ž—†‡–Š‡ˆ‘ŽŽ‘™‹‰ǣ
i ‘•–•‘ˆ‹˜‡•–‹‰‹‡“—‹’‡–ƒ†–”ƒ‹‹‰–‘‡ƒ„Ž‡†‹•–”‹„—–‘”•
–‘ƒ••‡„Ž‡–Š‡’”‘†—…–
i ‘–‡–‹ƒŽˆ”‹…–‹‘™‹–Š†‹•–”‹„—–‘”•™Š‘†‘ǯ–™ƒ––Š‡ƒ††‡†–ƒ••
i ‘–‡–‹ƒŽˆ‘”“—ƒŽ‹–›‹••—‡•‹ˆƒ••‡„Ž‡”•ƒ”‡’‘‘”Ž›–”ƒ‹‡†‘”
†‡•‹‰•ˆƒ‹Ž–‘ƒ‡ƒ••‡„Ž›ˆ‘‘Ž’”‘‘ˆ

Postponement Postponement ‹•˜‡”›•‹‹Žƒ”–‘ƒ••…—•–‘‹œƒ–‹‘Ǥ–‹•Dzƒ’”‘†—…–
†‡•‹‰•–”ƒ–‡‰›–Šƒ–•Š‹ˆ–•’”‘†—…–†‹ˆˆ‡”‡–‹ƒ–‹‘…Ž‘•‡”–‘–Š‡
…‘•—‡”„›’‘•–’‘‹‰‹†‡–‹–›…Šƒ‰‡•ǡ•—…Šƒ•ƒ••‡„Ž›‘”
’ƒ…ƒ‰‹‰ǡ–‘–Š‡Žƒ•–’‘••‹„Ž‡•—’’Ž›…Šƒ‹Ž‘…ƒ–‹‘dzȋAPICS Dictionary,
ͳͶ–Š‡†‹–‹‘Ȍ.Š‡Dictionary †‡ˆ‹‡•product differentiationƒ•Dzƒ
•–”ƒ–‡‰›‘ˆƒ‹‰ƒ’”‘†—…–†‹•–‹…–ˆ”‘–Š‡…‘’‡–‹–‹‘‘ƒ
‘’”‹…‡„ƒ•‹••—…Šƒ•ƒ˜ƒ‹Žƒ„‹Ž‹–›ǡ†—”ƒ„‹Ž‹–›ǡ“—ƒŽ‹–›ǡ‘””‡Ž‹ƒ„‹Ž‹–›Ǥdz

‘•–’‘‡‡–‹•ƒ‡š…‡ŽŽ‡–‡šƒ’Ž‡‘ˆƒ’—•ŠǦ’—ŽŽ•–”ƒ–‡‰›ǡ™Š‡”‡„›
–Š‡‘”‰ƒ‹œƒ–‹‘†‡•‹‰•–Š‡’”‘†—…–ƒ†ƒ—ˆƒ…–—”‹‰’”‘…‡•••‘–Šƒ–
†‹ˆˆ‡”‡–‹ƒ–‹‘…ƒ„‡†‡Žƒ›‡†ƒ•Ž‘‰ƒ•’‘••‹„Ž‡Ǥ‰‡‡”‹…’”‘†—…–‹•
’”‘†—…‡†ƒ––Š‡•–ƒ”–‘ˆ–Š‡ƒ—ˆƒ…–—”‹‰’”‘…‡••ƒ†™Š‡†‡ƒ†‹•
†‡–‡”‹‡†ǡ‘Ž›–Š‡‹•‹–†‹ˆˆ‡”‡–‹ƒ–‡†–‘ƒ•’‡…‹ˆ‹…’”‘†—…–Ǥ‹–Š–Š‹•
•–”ƒ–‡‰›ǡ’”‘†—…–‹‘•–ƒ”–•…ƒ„‡„ƒ•‡†‘ƒ‰‰”‡‰ƒ–‡ˆ‘”‡…ƒ•–•‘”

© 2016 APICS 1-218 Version 4.0, 2016 Edition

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 Section B: Design the Supply Chain

ƒ…–—ƒŽ‘”†‡”•ǤŠ—•’‘•–’‘‡‡–ƒ††”‡••‡•–Š‡—…‡”–ƒ‹–›”‡Žƒ–‹˜‡–‘
ˆ‹ƒŽ†‡ƒ†‡˜‡‹ˆˆ‘”‡…ƒ•–•…ƒǯ–„‡‹’”‘˜‡†Ǥ

Benefits
‡‡ˆ‹–•‘ˆ’‘•–’‘‡‡–‹…Ž—†‡–Š‡ˆ‘ŽŽ‘™‹‰ǣ
i •‡ˆ—Žƒ•ƒ…‘—–‡”‡ƒ•—”‡ƒ‰ƒ‹•––Š‡„—ŽŽ™Š‹’‡ˆˆ‡…–„‡…ƒ—•‡‹–
”‡†—…‡•–Š‡‡‡†ˆ‘”•ƒˆ‡–›•–‘…•‹—Ž–‹’Ž‡˜ƒ”‹‡–‹‡•
i ‘—–‘ˆ‹Ǧ–”ƒ•‹–ȋ’‹’‡Ž‹‡‘”–”ƒ•’‘”–ƒ–‹‘Ȍ‹˜‡–‘”›‹•
”‡†—…‡†ǡŽ‘™‡”‹‰‹•—”ƒ…‡ƒ†Šƒ†Ž‹‰…‘•–•ƒ†‹…”‡ƒ•‹‰…ƒ•Š
ˆŽ‘™
i ƒ–‡”‹ƒŽ•‡‡†‡†‘Ž›Ž‘…ƒŽŽ›…ƒ„‡Ž‘…ƒŽŽ›•‘—”…‡†ƒ†’”‘†—…‡†
–‘ƒ••‹•–™‹–Š…‘”’‘”ƒ–‡•‘…‹ƒŽ”‡•’‘•‹„‹Ž‹–›‹‹–‹ƒ–‹˜‡•

Tradeoffs
”ƒ†‡‘ˆˆ•‘ˆ’‘•–’‘‡‡–‹…Ž—†‡–Š‡ˆ‘ŽŽ‘™‹‰ǣ
i ‡“—‹”‡•’”‘…‡••ǡ‡“—‹’‡–ǡ’”‘†—…–ǡƒ†’ƒ…ƒ‰‹‰”‡†‡•‹‰
…ƒ’‹–ƒŽ‡š’‡†‹–—”‡•
i ƒƒ…–—ƒŽŽ›‹…”‡ƒ•‡…‘•–•‹ˆ–Š‡”‡ƒ”‡ˆ‡™˜ƒ”‹‡–‹‡•‘ˆ–Š‡‡†
’”‘†—…–

Glocalization •‹–‡”ƒ–‹‘ƒŽ…‘’ƒ‹‡••–”‹˜‡–‘‡†—…ƒ–‡–Š‡‹”‡’Ž‘›‡‡•‘…—Ž–—”ƒŽ
’”‘–‘…‘Ž•ƒ”‘—†–Š‡‰Ž‘„‡ǡ–Š‡›ƒ”‡ƒŽ•‘‹†‹”‡…–Ž›…‘–”‹„—–‹‰–‘–Š‡‹”
‘™Ž‡†‰‡ƒ„‘—––Š‡–›’‡•‘ˆ’”‘†—…–•–Šƒ–™‘—Ž†„‡‡„”ƒ…‡†„›–Š‡•‡
˜ƒ”‹‘—•‰”‘—’•Ǥ‘™…ƒ–Š‡›™‘”–‘™ƒ”†‡‡–‹‰–Š‡’ƒ”–‹…—Žƒ”‡‡†•
ƒ†™ƒ–•‘ˆ†‹ˆˆ‡”‡–ƒ”‡–•ƒ”‘—†–Š‡‰Ž‘„‡Ȅ„›†‡•‹‰‹‰‡™
’”‘†—…–•‘”•‡”˜‹…‡•ǡ‘”„›”‡†‡•‹‰‹‰‡š‹•–‹‰‘‡•ǫDzGlocalizationdz‹•ƒ
Š›„”‹†–‡”„ƒ•‡†‘–Š‡™‘”†•‰Ž‘„ƒŽ‹œƒ–‹‘ƒ†Ž‘…ƒŽ‹œƒ–‹‘Ǥ‘‹‡†„›
ƒ’ƒ‡•‡‡…‘‘‹•–•‹–Š‡ͳͻͺͲ•ƒ†’‘’—Žƒ”‹œ‡†„›•‘…‹‘Ž‘‰‹•–‘Žƒ†
‘„‡”–•‘ǡ™Š‡—•‡†‹ƒ•—’’Ž›…Šƒ‹…‘–‡š–‹–‹•ƒˆ‘”‘ˆ
’‘•–’‘‡‡–™Š‡”‡ƒ’”‘†—…–‘”•‡”˜‹…‡‹•†‡˜‡Ž‘’‡†ˆ‘”†‹•–”‹„—–‹‘
‰Ž‘„ƒŽŽ›„—–‹•‘†‹ˆ‹‡†–‘‡‡––Š‡‡‡†•‘ˆƒŽ‘…ƒŽƒ”‡–ǤŠ‡
‘†‹ˆ‹…ƒ–‹‘•ƒ”‡ƒ†‡–‘…‘ˆ‘”™‹–ŠŽ‘…ƒŽŽƒ™•ǡ…—•–‘•ǡ…—Ž–—”‡ǡ‘”
’”‡ˆ‡”‡…‡•ȋAPICS Dictionary, ͳͶ–Š‡†‹–‹‘ȌǤ

‡”‡ƒ”‡•‘‡‡šƒ’Ž‡•‘ˆ‰Ž‘…ƒŽ‹œ‡†’”‘†—…–•ˆ”‘‹–‡”ƒ–‹‘ƒŽ
…‘’ƒ‹‡•ǣ

i ‘‡ˆƒ•–Ǧˆ‘‘†”‡•–ƒ—”ƒ–…Šƒ‹•ƒ”‡Dz‰Ž‘…ƒŽ‹œ‹‰dz–Š‡‹”‡—•Ǥ ‘”
‹•–ƒ…‡ǡ…‘ƒŽ†ǯ•‘ˆˆ‡”•†‹ˆˆ‡”‡–‡—•–‘…‘””‡•’‘†–‘–Š‡
–ƒ•–‡•‘ˆ–Š‡…‘—‹–›‘””‡‰‹‘Ǥ†‹ƒ–Š‡›‘ˆˆ‡”‘”‡
˜‡‰‡–ƒ”‹ƒ‘’–‹‘•Ǣ‹•”ƒ‡Žǡ–Š‡›•‡”˜‡‘•Š‡”ˆ‘‘†Ǥ‹œœƒ—–‹
ƒ…ƒ‘ǡŠ‹ƒǡ‘ˆˆ‡”••“—‹†”ƒ–Š‡”–Šƒ’‡’’‡”‘‹–‘ƒ–…Š–Š‡‹”
…—•–‘‡”•ǯ’ƒŽƒ–‡•Ǥ

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Module 1: Supply Chain Design

i
‡‡”ƒŽŽ‡…–”‹…ǯ•Šƒ†Š‡Ž†
†‡˜‹…‡ƒ†ƒ’‘”–ƒ„Ž‡Ǧ„ƒ•‡†
—Ž–”ƒ•‘—†ƒ…Š‹‡™‡”‡†‡˜‡Ž‘’‡†ˆ‘””—”ƒŽ†‹ƒƒ†Š‹ƒ–‘
’”‘˜‹†‡‹’”‘˜‡†“—ƒŽ‹–›ǡ‹…”‡ƒ•‡†ƒ……‡••ǡƒ†Ž‡••…‘•–Ǥ—”ƒŽ
’ƒ–‹‡–•‘Ž‘‰‡”Šƒ˜‡–‘…Š‘‘•‡„‡–™‡‡‰‘‹‰–‘—”„ƒ‡†‹…ƒŽ
’”‘˜‹†‡”•ƒ†‰‘‹‰™‹–Š‘—–‡†‹…ƒŽ…ƒ”‡Ǥ

i ƒŠ‘‘Ǩǡƒ‹–‡”ƒ–‹‘ƒŽ‹–‡”‡–…‘’ƒ›–Šƒ–‹•Š‡ƒ†“—ƒ”–‡”‡†‹
ƒŽ‹ˆ‘”‹ƒǡ•—……‡••ˆ—ŽŽ›ƒ”‡–•‹–•™‡„’‘”–ƒŽ‹ʹͷ…‘—–”‹‡•„›
‘ˆˆ‡”‹‰Ž‘…ƒŽ‹œ‡†˜‡”•‹‘•‘ˆ‹–•™‡„•‹–‡ƒ†”‡Žƒ–‡†•‡”˜‹…‡•Ǥ
ƒŠ‘‘Ǩ™‡„•‹–‡˜‹•‹–‘”…ƒ˜‹‡™…—•–‘‹œ‡†…‘–‡–ƒ†–Š‡Žƒ–‡•–
Ž‘…ƒŽ‡™•ǡ‡–‡”–ƒ‹‡–ǡƒ†•’‘”–•ˆ”‘–Š‡‹”ƒ”‡ƒʹͶȀ͹Ǥ

i ǡƒ‹–‡”ƒ–‹‘ƒŽ…ƒ„Ž‡ƒ†•ƒ–‡ŽŽ‹–‡–‡Ž‡˜‹•‹‘…Šƒ‡Žǡ
…—•–‘‹œ‡•‹–•„”‘ƒ†…ƒ•–•‘ˆ’‘’—Žƒ”—•‹…ƒ†’”‘‘–‹‘ƒŽ—•‹…
˜‹†‡‘•–‘ƒ’’‡ƒŽ–‘ƒ—†‹‡…‡•‘ˆƒŽŽƒ‰‡•ƒ†–ƒ•–‡•‹ƒ„‘—–ͳͷͲ
…‘—–”‹‡•ƒ†‡ƒ”Ž›ʹͲŽƒ‰—ƒ‰‡•Ǥ

i ‹Ž‡˜‡”Šƒ•…”‡ƒ–‡†‘”‡–ŠƒͶͲͲ„”ƒ†•‘ˆˆ‘‘†ƒ†Š‡ƒŽ–Š
’”‘†—…–•–Šƒ–‹–ƒ”‡–•ƒ”‘—†–Š‡‰Ž‘„‡Ǥ‡’”‘†—…–‹
’ƒ”–‹…—Žƒ”ǡƒ›‘ƒ‹•‡ǡ‹•ˆ‘”—Žƒ–‡††‹ˆˆ‡”‡–Ž›ˆ‘”–Š‡˜ƒ”‹ƒ–‹‘•
‘ˆ–ƒ•–‡•’”‡ˆ‡””‡†„›’‡‘’Ž‡‹–Š‡‡–Š‡”Žƒ†•ǡ‡Ž‰‹—ǡƒ†
”ƒ…‡Ǥ‹Ž‡˜‡”ǯ•ˆ‘‘†•…‹‡–‹•–•ƒ†ƒ”‡–‹‰–‡ƒ•Šƒ˜‡„‡‡
ƒ„Ž‡–‘’‹’‘‹––Š‡’”‡ˆ‡”‡…‡•‘ˆ–Š‡ƒ›‘ƒ‹•‡…‘‘‹••‡—”•‘ˆ
–Š‡•‡…‘—–”‹‡•Ǥ


Ž‘…ƒŽ‹œƒ–‹‘‹••‹‹Žƒ”–‘ƒmulticountry strategy, Dzƒ•–”ƒ–‡‰›‹™Š‹…Š
‡ƒ…Š…‘—–”›ƒ”‡–‹••‡ŽˆǦ…‘–ƒ‹‡†Ǥ—•–‘‡”•Šƒ˜‡—‹“—‡’”‘†—…–
‡š’‡…–ƒ–‹‘•–Šƒ–ƒ”‡ƒ††”‡••‡†„›Ž‘…ƒŽ’”‘†—…–‹‘…ƒ’ƒ„‹Ž‹–‹‡•dzȋAPICS
DictionaryǡͳͶ–Š‡†‹–‹‘ȌǤ

Need for reverse innovation
……‘”†‹‰–‘ƒHarvard Business Reviewƒ”–‹…Ž‡ǡDz‘™
•‹•”—’–‹‰
–•‡Žˆǡdz‰Ž‘…ƒŽ‹œƒ–‹‘™ƒ••—……‡••ˆ—Ž™Š‡™‡ƒŽ–Š›ƒ–‹‘•…‘’”‹•‡†
–Š‡ƒŒ‘”‹–›‘ˆ–Š‡ƒ”‡–ƒ†Ž‡••Ǧ†‡˜‡Ž‘’‡†…‘—–”‹‡•†‹†ǯ–Šƒ˜‡
—…Š–‘‘ˆˆ‡”ǤŠ‡ƒ—–Š‘”••–ƒ–‡–Šƒ––Š‹•͵ͲǦ›‡ƒ”–‹‡’‡”‹‘†‘ˆ
‰Ž‘…ƒŽ‹œƒ–‹‘‹•‘˜‡”ƒ†•‘™‡‡†–‘’—–‡ˆˆ‘”–•ƒ†ˆ—†•‹–‘
‰Ž‘„ƒŽ”‡˜‡”•‡‹‘˜ƒ–‹‘ǡ„‡…ƒ—•‡•—……‡••‹†‡˜‡Ž‘’‹‰…‘—–”‹‡•‹•
…‘–‹‰‡–‘‘‰‘‹‰•ƒŽ‡•‹†‡˜‡Ž‘’‡†…‘—–”‹‡•Ǥ‡˜‡”•‡‹‘˜ƒ–‹‘
‹•†‡˜‡Ž‘’‹‰‹‘˜ƒ–‹˜‡‡™’”‘†—…–•–Šƒ–‡‡–•’‡…‹ˆ‹…‡‡†•ƒ†
„—†‰‡–•‘ˆ…—•–‘‡”•‹’ƒ”–‹…—Žƒ”ƒ”‡–•—•‹‰ƒ†‡…‡–”ƒŽ‹œ‡†ǡŽ‘…ƒŽǦ
ƒ”‡–ˆ‘…—•Ǥ


© 2016 APICS 1-220 Version 4.0, 2016 Edition

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 Section B: Design the Supply Chain

……‘”†‹‰–‘–Š‡ƒ”–‹…Ž‡ǡ–Š‡ˆ‘ŽŽ‘™‹‰ƒ”‡–™‘‰Ž‘…ƒŽ‹œƒ–‹‘
Dzƒ••—’–‹‘•dz–Šƒ–
Ž‡ƒ”‡†ƒ”‡‹ˆƒ…–‘––”—‡ƒ†–Šƒ–‡‡†–‘„‡
—’†ƒ–‡†ǣ

i
Šƒ†ƒ••—‡†–Šƒ–‡‡”‰‹‰‡…‘‘‹‡•™‘—Ž†‡˜‘Ž˜‡–Š‡•ƒ‡
™ƒ›ƒ•™‡ƒŽ–Š›‡…‘‘‹‡•Ǥˆƒ…–ǡ†‡˜‡Ž‘’‹‰…‘—–”‹‡•†‘ǯ–
‡˜‘Ž˜‡–Š‡•ƒ‡™ƒ›ǡ„‡…ƒ—•‡–Š‡›ƒ”‡‘”‡™‹ŽŽ‹‰–‘ƒ†‘’–
„”‡ƒ–Š”‘—‰Š‹‘˜ƒ–‹‘•ƒ†–Š‡›Šƒ˜‡Ž‡••‘‡›–‘•’‡†Ǥ‘ǡ
ˆ‘”‹•–ƒ…‡ǡ‹‘˜ƒ–‹‘•‹Ž‘™Ǧ…‘•–‡†‹…ƒŽ†‡˜‹…‡•ǡƒŽ–‡”ƒ–‹˜‡
™‹†ƒ†•‘Žƒ”’‘™‡”ǡƒ†™ƒ–‡”†‡•ƒŽ‹ƒ–‹‘ƒ”‡„‡…‘‹‰‘”‡
ƒ„—†ƒ–‹‡‡”‰‹‰ƒ”‡–•Ǥ

i
Šƒ†„‡Ž‹‡˜‡†–Šƒ–’”‘†—…–•–Šƒ–ƒ††”‡••†‡˜‡Ž‘’‹‰…‘—–”‹‡•ǯ
—‹“—‡‡‡†•™‘—Ž†‘–„‡•‡ŽŽƒ„Ž‡‹†‡˜‡Ž‘’‡†…‘—–”‹‡•Ǥ•–‡ƒ†
™Šƒ–Šƒ•„‡‡†‡‘•–”ƒ–‡†‹•–Š‡ƒ„‹Ž‹–›‘ˆ–Š‡•‡’”‘†—…–•–‘
…”‡ƒ–‡„”ƒ†Ǧ‡™ƒ”‡–•‹†‡˜‡Ž‘’‡†ƒ–‹‘•ǤŠ‡›ƒ”‡ƒ„Ž‡–‘†‘
–Š‹••—……‡••ˆ—ŽŽ›†—‡–‘–Š‡‹”•‹‰‹ˆ‹…ƒ–Ž›Ž‘™‡”’”‹…‡’‘‹–•ƒ†
‘˜‡Ž‡™ƒ’’Ž‹…ƒ–‹‘•Ǥ


Šƒ•‡„”ƒ…‡†”‡˜‡”•‡‹‘˜ƒ–‹‘ƒ†Šƒ•‡š’‡”‹‡…‡†’‘•‹–‹˜‡
”‡•—Ž–•ǣ–…”‡ƒ–‡†ƒ†’Žƒ…‡†—‡”‘—•Ž‘…ƒŽ‰”‘™–Š–‡ƒ•ǤŠ‡•‡
–‡ƒ•Šƒ˜‡Š‡Ž’‡†
„‡––‡”…—•–‘‹œ‡’”‘†—…–‘„Œ‡…–‹˜‡•ǡ…—•–‘‡”
–”ƒ‹‹‰ǡƒ†‡›‡–”‹…•Ǥ ‘”‡šƒ’Ž‡ǡ—•‹‰”‡˜‡”•‡‹‘˜ƒ–‹‘ǡ‹–
†‘—„Ž‡†–Š‡—„‡”‘ˆŽ‘™Ǧ…‘•–—Ž–”ƒ•‘—†ƒ…Š‹‡•ƒ†‡‹Š‹ƒ
ˆ”‘ʹͲͲ͸–‘ʹͲͳͲǤ

Sustainability Sustainability”‡ˆ‡”•–‘Dzƒ…–‹˜‹–‹‡•–Šƒ–’”‘˜‹†‡’”‡•‡–„‡‡ˆ‹–™‹–Š‘—–
considerations …‘’”‘‹•‹‰–Š‡‡‡†•‘ˆˆ—–—”‡‰‡‡”ƒ–‹‘•dzȋAPICS Dictionary, ͳͶ–Š
‡†‹–‹‘ȌǤ›’‡•‘ˆ•—•–ƒ‹ƒ„‹Ž‹–›†‡•‹‰’”‘…‡••‡•†‹•…—••‡†Š‡”‡
‹…Ž—†‡†‡•‹‰ˆ‘”–Š‡‡˜‹”‘‡–ǡ†‡•‹‰ˆ‘””‡˜‡”•‡Ž‘‰‹•–‹…•ǡƒ†
†‡•‹‰ˆ‘””‡ƒ—ˆƒ…–—”‡Ǥ

Design for the Design for the environment (DFEȌ”‡“—‹”‡•Dz…‘•‹†‡”‹‰Š‡ƒŽ–Šǡ
environment •ƒˆ‡–›ǡƒ†‡˜‹”‘‡–ƒŽƒ•’‡…–•‘ˆƒ’”‘†—…–†—”‹‰–Š‡†‡•‹‰ƒ†
†‡˜‡Ž‘’‡–’Šƒ•‡‘ˆ’”‘†—…–†‡˜‡Ž‘’‡–dzȋAPICS Dictionary, ͳͶ–Š
‡†‹–‹‘ȌǤ‡•‹‰ˆ‘”–Š‡‡˜‹”‘‡–Šƒ•„‡…‘‡ƒˆ‡ƒ–—”‡‘ˆ’”‘†—…–
†‡•‹‰†—‡–‘…—•–‘‡”†‡ƒ†ˆ‘”•—•–ƒ‹ƒ„‹Ž‹–›ǡ‹…”‡ƒ•‡†
‰‘˜‡”‡–”‡‰—Žƒ–‹‘•ǡƒ†ƒ‰”‡ƒ–‡”‘”‰ƒ‹œƒ–‹‘ƒŽˆ‘…—•‘
…‘”’‘”ƒ–‡•‘…‹ƒŽ”‡•’‘•‹„‹Ž‹–›Ǥ

‡•‹‰ˆ‘”–Š‡‡˜‹”‘‡–ƒ‹•–‘…”‡ƒ–‡ƒ’”‘†—…––Šƒ–Ž‹˜‡•ƒ†‡†•
‹–•Ž‹ˆ‡…›…Ž‡‡…‘‘‹…ƒŽŽ›ǡ™‹–Š–Š‡Ž‡ƒ•–†ƒƒ‰‡–‘–Š‡…—•–‘‡”ǡ
…‘’ƒ›ǡƒ†‡˜‹”‘‡–Ǥ

© 2016 APICS 1-221 Version 4.0, 2016 Edition

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Module 1: Supply Chain Design

‡•‹‰ˆ‘”–Š‡‡˜‹”‘‡–‹…Ž—†‡•–Š‡ˆ‘ŽŽ‘™‹‰…‘•‹†‡”ƒ–‹‘•ǣ

i Provision for reuse or recycling. ƒ’‹†Ž›‹…”‡ƒ•‹‰‰ƒ”„ƒ‰‡‹•

‘‡—ˆ‘”–—ƒ–‡ˆ‡ƒ–—”‡‘ˆ–Š‡…‘•—‡”•‘…‹‡–›Ǥ
‘‘†‡†Ǧ‘ˆǦŽ‹ˆ‡Ǧ
…›…Ž‡†‡•‹‰–ƒ‡•‹–‘ƒ……‘—–’‘–‡–‹ƒŽˆ‘””‡—•‡ȋƒ–„‡•–Ȍ‘”
”‡…›…Ž‹‰ȋƒ–Ž‡ƒ•–ȌǤ‡”˜‹…‡•–ƒ–‹‘•ƒ†‘–Š‡”„—•‹‡••‡•–Šƒ–•‡ŽŽ
‘–‘”‘‹Ž‹–Š‡‹–‡†–ƒ–‡•—•–ƒŽ•‘ƒ‰”‡‡–‘”‡…‡‹˜‡—•‡†‘‹Žƒ†
”‡…›…Ž‡‹–Ȅˆ‘”ƒˆ‡‡Ǥ
‡”ƒ›”‡“—‹”‡•†‘‡•–‹…„‡‡”„”‡™‡”•–‘
—•‡”‡ˆ‹ŽŽƒ„Ž‡„‘––Ž‡•Ǥ‡—•‡‹•‰‡‡”ƒŽŽ›‡ƒ•‹‡”‘–Š‡‡˜‹”‘‡–
–Šƒ”‡…›…Ž‹‰ǡ•‹…‡‹–‹˜‘Ž˜‡•Ž‡••ȋ‘”‘Ȍ’”‘…‡••‹‰ǡ„—–—•‹‰
”‡…›…Žƒ„Ž‡ƒ–‡”‹ƒŽ•‹•ˆ”‹‡†Ž‹‡”–‘–Š‡‡˜‹”‘‡––Šƒ†‡•‹‰ˆ‘”
–Š‡Žƒ†ˆ‹ŽŽǤ

i Reduced energy consumption. ‘ŽŽƒ„‘”ƒ–‹˜‡–‡ƒ•…ƒ†‡•‹‰

’”‘†—…–•–Šƒ–—•‡Ž‡••‡‡”‰›Ȅ•—…Šƒ•–Š‡Š›„”‹†‰ƒ•Ȁ‡Ž‡…–”‹…
ƒ—–‘‘„‹Ž‡‘”ƒ‡‡”‰›‡ˆˆ‹…‹‡–ƒ’’Ž‹ƒ…‡Ǥƒ—ˆƒ…–—”‹‰
‡‰‹‡‡”•ƒ†Ž‘‰‹•–‹…••’‡…‹ƒŽ‹•–•…ƒƒŽ•‘…‘–”‹„—–‡–‘ƒ†‡•‹‰
–Šƒ––ƒ‡•Ž‡••‡‡”‰›–‘„—‹Ž†ƒ†–”ƒ•’‘”–Ǥ

i Avoidance or mitigated danger of hazardous materials. ‡•‹‰

…ƒƒ‡•‘‡’”‘†—…–•Ž‡••Šƒœƒ”†‘—•Ȅ–ƒ‹‰Ž‡ƒ†‘—–‘ˆ’ƒ‹–
ƒ†‰ƒ•‘Ž‹‡ǡˆ‘”‡šƒ’Ž‡Ǥ ‘”’”‘†—…–•–Šƒ–”‡ƒ‹‹Š‡”‡–Ž›
†ƒ‰‡”‘—•ǡ†‡•‹‰‡”•…ƒ…‘•‹†‡”ƒŽŽ’‘••‹„Ž‡™ƒ›•–‘‹–‹‰ƒ–‡–Š‡
Šƒœƒ”†Ǥƒ”•ǡˆ‘”‹•–ƒ…‡ǡ…ƒ„‡†‡•‹‰‡†–‘Ž‡••‡–Š‡Ž‹‡Ž‹Š‘‘†
–Šƒ–‰ƒ•‘Ž‹‡‹–Š‡‹”–ƒ•™‹ŽŽ‡š’Ž‘†‡‹ƒ…‘ŽŽ‹•‹‘Ȅƒ†ƒŽŽƒŽ‘‰
–Š‡•—’’Ž›…Šƒ‹ǡ”‹‰Š–—’–‘–Š‡’—’–Šƒ–†‹•’‡•‡•‰ƒ•‘Ž‹‡‹–Š‡
•‡”˜‹…‡•–ƒ–‹‘ǡ…ƒ”‡ˆ—Ž†‡•‹‰‘ˆˆƒ…‹Ž‹–‹‡•ƒ†‹•–”—…–‹‘‘ˆ
Šƒ†Ž‡”•…ƒ”‡†—…‡’”‘†—…–Šƒœƒ”†•Ǥ

i Use of lighter components and less material. Š‡‹–…‘‡•–‘

‡˜‹”‘‡–ƒŽŽ›ˆ”‹‡†Ž›’”‘†—…–•ǡŽ‡••‹•†‡ˆ‹‹–‡Ž›‘”‡ǤŽ‹‰Š–‡”Ǧ
™‡‹‰Š–…ƒ”‰‡–•„‡––‡”‹Ž‡ƒ‰‡Ǥ‹‰Š–‡”’”‘†—…–•Šƒ˜‡ˆ‡™‡”
ƒ–‡”‹ƒŽ•‹–‘–ƒŽƒ†Šƒ˜‡Ž‘™‡”–”ƒ•’‘”–ƒ–‹‘…‘•–•Ǥ

Benefits
‘–‡–‹ƒŽ„‡‡ˆ‹–•‘ˆ†‡•‹‰ˆ‘”–Š‡‡˜‹”‘‡–‹…Ž—†‡–Š‡ˆ‘ŽŽ‘™‹‰ǣ
i ‘•‹•–‡–™‹–Š•—’’Ž›…Šƒ‹ƒƒ‰‡‡–ǯ•ƒ––‡–‹‘–‘ƒŽŽ’Šƒ•‡•
‘ˆ–Š‡’”‘†—…–Ž‹ˆ‡…›…Ž‡
i Šƒ…‡†…‘”’‘”ƒ–‡”‡’—–ƒ–‹‘ƒ†”‡•—Ž–‹‰‰‘‘†™‹ŽŽ
i ‹‹–•‘…‘”’‘”ƒ–‡Ž‹ƒ„‹Ž‹–›ƒ†Ž‡‰ƒŽ…‘•–•–Šƒ–…ƒ”‡•—Ž–ˆ”‘
Šƒ”–‘–Š‡‡˜‹”‘‡–‘”˜‹‘Žƒ–‹‘‘ˆ”‡‰—Žƒ–‹‘•
i …”‡ƒ•‡†ƒ”‡–ƒ„‹Ž‹–›ƒ‘‰‡…‘Ž‘‰›Ǧ‹†‡†…‘•—‡”•‡‰‡–•
ȋ‡Ǥ‰Ǥǡƒ†•…ƒ‡’Šƒ•‹œ‡ƒ’”‘†—…–ǯ•„‡‡ˆ‹–•ˆ‘”Š‡ƒŽ–Šǡ…Ž‡ƒƒ‹”ǡ
‡–…ǤȌ

© 2016 APICS 1-222 Version 4.0, 2016 Edition

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 Section B: Design the Supply Chain

Tradeoffs
”ƒ†‡‘ˆˆ•‘ˆ†‡•‹‰ˆ‘”–Š‡‡˜‹”‘‡–‹…Ž—†‡–Š‡ˆ‘ŽŽ‘™‹‰ǣ
i …”‡ƒ•‡†ƒ—ˆƒ…–—”‹‰‡š’‡•‡•ƒ†Š‹‰Š‡”’”‹…‡–‘–Š‡…‘•—‡”
i ‡†—…‡†•ƒˆ‡–›ƒ†…‘˜‡‹‡…‡™Š‡•‘‡’”‘†—…–•ƒ”‡•ƒŽŽƒ†
Ž‹‰Š–
i ‡†—…‡†Ž‘‰‡˜‹–›‘ˆƒ–—”ƒŽǡŽ‡••’”‘…‡••‡†’”‘†—…–•

Design for reverse —’’Ž›…Šƒ‹ƒƒ‰‡”•Šƒ˜‡ˆ‘”•‘‡–‹‡„‡‡’ƒ›‹‰ƒ‹…”‡ƒ•‡†
logistics ƒ‘—–‘ˆƒ––‡–‹‘–‘”‡˜‡”•‡Ž‘‰‹•–‹…•‘”–Š‡”‡˜‡”•‡•—’’Ž›…Šƒ‹–Šƒ–
„‡‰‹•™‹–Š–Š‡…—•–‘‡”ƒ†‘˜‡•–‘™ƒ”†–Š‡ƒ—ˆƒ…–—”‡”‘”
•—’’Ž‹‡”•ǤŠ‡”‡˜‡”•‡…Šƒ‹Šƒ†Ž‡•’”‘†—…–•–Šƒ–‡‡†–‘„‡”‡–—”‡†ǡ
”‡’ƒ‹”‡†ǡ”‡’Žƒ…‡†ǡ‘””‡…›…Ž‡†Ǥ

Š‹•‹’Ž‹‡••‡˜‡”ƒŽ‹’‡”ƒ–‹˜‡•ˆ‘”–Š‡†‡•‹‰–‡ƒǤ”‘†—…–’ƒ…ƒ‰‹‰
…ƒ„‡†‡•‹‰‡†–‘ƒ……‘—–ˆ‘”…‘‘…‘•—‡”ˆ”—•–”ƒ–‹‘••—…Šƒ•
‘–‘™‹‰–‘‹•–ƒŽŽƒ‡‘”›…Š‹’„‡ˆ‘”‡ƒ…‡ŽŽ’Š‘‡™‹ŽŽ•–ƒ”–
™‘”‹‰ǤŽ‡ƒ”‹•–”—…–‹‘•‘”ƒŠ‡Ž’Ž‹‡…ƒ”‡†—…‡–Š‡—„‡”‘ˆ
”‡–—”•„ƒ•‡†‘—•‡”‡””‘”Ǥ

ˆ–Š‡’”‘†—…–Šƒ•–‘„‡”‡–—”‡†ˆ‘””‡’ƒ‹”•‘””‡’Žƒ…‡‡–ǡ–Š‡’”‘…‡••
‘ˆ†‘‹‰•‘•Š‘—Ž†„‡•‹’Ž‡ˆ‘”–Š‡—•‡”ǤŠ‹•‹‰Š–‹…Ž—†‡‡ƒ•‡‘ˆ
†‹•ƒ••‡„Ž›ˆ‘””‡’ƒ‹”•ǡƒƒˆˆ‘”†ƒ„Ž‡™ƒ””ƒ–›’”‘‰”ƒǡƒ„‘š–Šƒ–…ƒ
„‡—•‡†ˆ‘”•Š‹’’‹‰ƒ†”‡–—”ǡ™‡ŽŽǦ–”ƒ‹‡†ƒ†ƒ……‡••‹„Ž‡…—•–‘‡”
•‡”˜‹…‡ǡƒ†…‘’”‡Š‡•‹„Ž‡‹•–”—…–‹‘•Ȅƒ•™‡ŽŽƒ•ƒ’”‘†—…–
†‡•‹‰‡†–‘‡†—”‡Ǥ

Benefits
‘–‡–‹ƒŽ„‡‡ˆ‹–•‘ˆ†‡•‹‰ˆ‘””‡˜‡”•‡Ž‘‰‹•–‹…•‹…Ž—†‡–Š‡ˆ‘ŽŽ‘™‹‰ǣ
i Šƒ…‡†…—•–‘‡”Ž‘›ƒŽ–›”‡•—Ž–‹‰ˆ”‘‡ƒ•‡‘ˆ”‡’ƒ‹”ǡ
”‡’Žƒ…‡‡–ǡ”‡–—”ǡƒ†”‡…›…Ž‹‰
i ‘™‡”…‘•–‘ˆ”‡–—”•”‡†—…‡•–Š‡‹’ƒ…–‘ˆ–Š‹•’‘–‡–‹ƒŽŽ‹ƒ„‹Ž‹–›
i ––‡–‹‘–‘”‡ƒ•‘•ˆ‘””‡–—”•…ƒ‹’”‘˜‡’”‘†—…–†‡•‹‰•

Tradeoffs
‹••—‡‹†‡•‹‰ˆ‘””‡˜‡”•‡Ž‘‰‹•–‹…•‹•–Šƒ––Š‹•‹•ƒ…‘’Ž‡š•›•–‡
–Šƒ–…ƒ‘ˆ–‡„‡—†‡”‡•–‹ƒ–‡†Ǥ–ƒ›‘–„‡ƒ„Ž‡–‘—•‡–Š‡ˆ‘”™ƒ”†
•—’’Ž›…Šƒ‹Ž‘‰‹•–‹…•‹ˆ”ƒ•–”—…–—”‡ƒ†Šƒ•ƒ††‡†…‘•–••—…Šƒ•
™ƒ””ƒ–›‡š’‡•‡•ƒ†”‡•–‘…‹‰ˆ‡‡•Ǥ

Design for Design for remanufacture‹•†‡ˆ‹‡†ƒ•Dz’”‘†—…–•†‡˜‡Ž‘’‡†‹ƒ
remanufacture ƒ‡”–Šƒ–ƒŽŽ‘™•…‘’‘‡–•–‘„‡—•‡†‹‘–Š‡”’”‘†—…–•ǤŠ‹•
’”‘…‡••‹•ƒ••‘…‹ƒ–‡†™‹–Š‰”‡‡ƒ—ˆƒ…–—”‹‰dzȋAPICS Dictionary, ͳͶ–Š
‡†‹–‹‘ȌǤ

© 2016 APICS 1-223 Version 4.0, 2016 Edition

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Module 1: Supply Chain Design

‡•‹‰ˆ‘””‡ƒ—ˆƒ…–—”‡‹˜‘Ž˜‡•ƒ•–”ƒ–‡‰‹…†‡…‹•‹‘–‘”‡ƒ—ˆƒ…–—”‡
’”‘†—…–•ˆ‘””‡•ƒŽ‡†—”‹‰–Š‡†‡•‹‰’Šƒ•‡‘ˆƒ‡™’”‘†—…–Ǥ‰‡‡”ƒŽǡ
͹Ͳ’‡”…‡–‘ˆ–Š‡…‘•––‘„—‹Ž†•‘‡–Š‹‰‡™‹•‹–Š‡ƒ–‡”‹ƒŽ•ƒ†͵Ͳ
’‡”…‡–‘ˆ‹–‹•‹–Š‡Žƒ„‘”Ǥ›‹’Ž‡‡–‹‰”‡ƒ—ˆƒ…–—”‹‰ǡ
…‘’ƒ‹‡•…ƒ‡ˆˆ‡…–‹˜‡Ž›ƒ††”‡••–Š‡Žƒ”‰‡”…‘•–…‘’‘‡–‘ˆ
”‡…Žƒ‹‹‰’”‘†—…–•ƒˆ–‡”–Š‡›Šƒ˜‡„‡‡—•‡†ˆ‘”‘‡‘”‘”‡Ž‹ˆ‡
…›…Ž‡•Ǥ

‹–Šƒ–‡”‹ƒŽƒ†”‡•‘—”…‡…‘•–•‡š’‡…–‡†–‘‹…”‡ƒ•‡ǡ–Š‡…‘•–
ƒ†˜ƒ–ƒ‰‡‘ˆ”‡ƒ—ˆƒ…–—”‹‰Ž‹‡•‹–Š‡ˆƒ…––Šƒ–‹–‡•‘”ƒŽŽ›
†‹•…ƒ”†‡†…ƒ‘™„‡…‘‡”ƒ™ƒ–‡”‹ƒŽˆ‘”–Š‡‡š–’”‘†—…–Ž‹ˆ‡…›…Ž‡ǡ
–Š—•‡Ž‹‹ƒ–‹‰™ƒ•–‡ƒ†…Ž‘•‹‰–Š‡Ž‘‘’‘–Š‡•›•–‡Ǥƒ††‹–‹‘ǡ
‡˜‹”‘‡–ƒŽŽƒ™•ǡ™Š‹…Šƒ”‡„‡‹‰‹•–‹–—–‡†‹–Š‡ƒ†ƒ”‡
‡š’‡…–‡†–‘ˆ‘ŽŽ‘™‹–Š‡ǤǤǡƒ›ˆ‘”…‡…‘’ƒ‹‡•–‘‡„”ƒ…‡
”‡ƒ—ˆƒ…–—”‹‰ƒ•ƒ•—•–ƒ‹ƒ„Ž‡’”ƒ…–‹…‡Ǥ

‡ƒ—ˆƒ…–—”‹‰‹•ƒ•‡”˜‹…‡„—•‹‡••ƒ•™‡ŽŽƒ•ƒ’”‘†—…–„—•‹‡••Ǥ ‘”
–Š‡’”‘…‡••–‘™‘”ǡ…‘’ƒ‹‡•Šƒ˜‡–‘ˆ‘”ƒ”‡’Žƒ…‡‡–
”‡Žƒ–‹‘•Š‹’™‹–Š…—•–‘‡”•Ǥ ‘”‡šƒ’Ž‡ǡƒ–‡”’‹ŽŽƒ”ǡ–Š‡Š‡ƒ˜›
‡“—‹’‡–…‘’ƒ›ǡŠƒ•…”‡ƒ–‡†ƒ•‡’ƒ”ƒ–‡†‹˜‹•‹‘ˆ‘”
”‡ƒ—ˆƒ…–—”‹‰ǤŠ‡ƒ…—•–‘‡””‡’Žƒ…‡•ƒ’”‘†—…–ǡ–Š‡›ƒ”‡‘ˆˆ‡”‡†
ƒ”‡ƒ—ˆƒ…–—”‡†‘‡ˆ‘”ƒ„‘—–ŠƒŽˆ’”‹…‡Ǥ‘™‡˜‡”ǡ–Š‡…—•–‘‡”™‹ŽŽ
„‡…Šƒ”‰‡†ˆ—ŽŽ’”‹…‡—–‹ŽŠ‡‘”•Š‡–—”•‹ƒ‘Ž†’”‘†—…–Ȅ‘‡–Šƒ–‹•
‹•’‡…–‡†ƒ†…‡”–‹ˆ‹‡†ƒ•”‡ƒ—ˆƒ…–—”ƒ„Ž‡Ǥ

Š—•ǡ…—•–‘‡”•„‡‡ˆ‹–„›„‡…‘‹‰ƒ–‡”’‹ŽŽƒ”ǯ•’ƒ”–‡”Ǥ—•–‘‡”•
ƒ”‡ƒ…–—ƒŽŽ›…”‡ƒ–‹‰ƒ••‡–•ǡ‹–Š‡ˆ‘”‘ˆ”‡–—”‡†’”‘†—…–•ǡˆ‘”–Š‡‹”
•—’’Ž‹‡”Ǥ”‡–—”ǡ–Š‡›ǯ”‡‡ˆˆ‹…‹‡–Ž›”‡…‡‹˜‹‰Ž‡••‡š’‡•‹˜‡
”‡’Žƒ…‡‡–’ƒ”–•ǡ•‘–Š‡›…ƒ‡‡’–Š‡‹”ˆŽ‡‡–•”—‹‰™‹–Š‹‹ƒŽ
†‘™–‹‡Ǥ

Benefits
”‘˜‡…Šƒ”ƒ…–‡”‹•–‹…•‘ˆ†‡•‹‰ˆ‘””‡ƒ—ˆƒ…–—”‹‰‹…Ž—†‡Ž‘™‡”…‘•–
–‘–Š‡…—•–‘‡”ǡŽ‘™‡”‹’ƒ…–‘–Š‡‡˜‹”‘‡–ǡƒ†Ž‘™‡”’”‘†—…–
†‡˜‡Ž‘’‡–…‘•–•ǤŽ•‘ǡ–Š‡‹…”‡ƒ•‹‰…‘•–•ƒ••‘…‹ƒ–‡†™‹–Šƒ–‡”‹ƒŽ•
ƒ†”‡•‘—”…‡•ƒ†‹’‡†‹‰‡˜‹”‘‡–ƒŽŽƒ™•ƒ‡
”‡ƒ—ˆƒ…–—”‹‰ƒƒ––”ƒ…–‹˜‡‘’–‹‘ˆ‘”˜ƒ”‹‘—•…‘’ƒ‹‡•Ǥ

Tradeoffs
Š‡’”‹ƒ”›–”ƒ†‡‘ˆˆ‘ˆ”‡ƒ—ˆƒ…–—”‹‰‹•–Šƒ–”ƒ–Š‡”–Šƒ”‡…‡‹˜‹‰
ˆ—ŽŽ…ƒ•Šǡ–Š‡›”‡…‡‹˜‡’ƒ”–•ƒ•’ƒ”–‹ƒŽ’ƒ›‡–ǡ•‘…ƒ•Š…ƒ„‡–‹‡†—’‹
‹˜‡–‘”›Ž‘‰‡”Ǥ‘–‡ƒŽ•‘–Šƒ–‹–Š‡ǤǤƒ†’‘••‹„Ž›‡Ž•‡™Š‡”‡ƒ
”‡ƒ—ˆƒ…–—”‡†’”‘†—…–…ƒ‘–„‡•‘Ž†‘”ƒ”‡–‡†ƒ•ƒ‡™’”‘†—…–Ǥ

© 2016 APICS 1-224 Version 4.0, 2016 Edition

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 Section B: Design the Supply Chain

Design and ŽŽ‘ˆ–Š‡†‡•‹‰ƒ’’”‘ƒ…Š‡•Œ—•–†‡•…”‹„‡†”‡“—‹”‡‹–‡”ƒŽ†‡’ƒ”–‡–

development …‘ŽŽƒ„‘”ƒ–‹‘–‘•—……‡‡†Ǥ‘™‡˜‡”ǡ–Š‡”‡‹•ƒ‘–Š‡”Ž‡˜‡Ž‘ˆ…‘ŽŽƒ„‘”ƒ–‹‘
collaboration –Šƒ–ƒ›„‡‡‡†‡†–‘‰‡––Š‡‘•–‘—–‘ˆ–Š‡•‡†‡•‹‰‡–Š‘†•ǣ…‘ŽŽƒ„‘Ǧ
”ƒ–‹‘™‹–Š•—’’Ž‹‡”•ƒ†Ȁ‘”…—•–‘‡”•Ǥ‡…ƒ—•‡‘”‰ƒ‹œƒ–‹‘•…ƒ…Š‘‘•‡
–Š‡Ž‡˜‡Ž‘ˆ‹˜‘Ž˜‡‡––Š‡›†‡•‹”‡ˆ”‘ƒ›‰‹˜‡•—’’Ž‹‡”‘”…—•–‘‡”ǡ
…‘ŽŽƒ„‘”ƒ–‹˜‡‡ˆˆ‘”–•‹’”‘†—…–†‡•‹‰‡š–‡†ƒŽ‘‰ƒ…‘–‹——ǤšŠ‹„‹–
ͳǦͶͲ‡š’”‡••‡•–Š‡”ƒ‰‡‘ˆ•—’’Ž‹‡”‘”…—•–‘‡”‹–‡‰”ƒ–‹‘ƒ•‰‘‹‰ˆ”‘
‘˜‡”Ǧ–Š‡Ǧ™ƒŽŽ†‡•‹‰ǡ–‘‹ˆ‘”ƒŽ…‘ŽŽƒ„‘”ƒ–‹‘ǡ–‘ˆ‘”ƒŽ…‘ŽŽƒ„‘”ƒ–‹‘Ǥ

Exhibit 1-40: A Spectrum of Approaches to Design

Over-the-wall approach: The supplier/customer plays no role in design.

Informal collaboration: Design includes information from conversations or

informal consultation with the suppliers/customers but no formal collaboration.

Formal collaboration: The design team involves representatives of the supplier/

customer in a formal collaboration, as in concurrent engineering or DFMA. Formal
collaboration may involve anything from using the voice of the customer (VOC), to
getting regular formal input on a design, to asking a supplier to design a
subcomponent due to specialized expertise.

How much …‡–Š‡†‡…‹•‹‘‹•ƒ†‡–‘ˆ‘”‡‰‘–Š‡Dz‘˜‡”–Š‡™ƒŽŽdzƒ’’”‘ƒ…Šƒ†

collaboration? ‹•–‡ƒ††‡˜‡Ž‘’ƒ…‘ŽŽƒ„‘”ƒ–‹˜‡ƒ’’”‘ƒ…Š–‘†‡•‹‰ǡ–Š‡“—‡•–‹‘
„‡…‘‡•Dz‘™—…Š…‘ŽŽƒ„‘”ƒ–‹‘ǫdz‘–”‹„—–‹‘•…ƒ„‡ƒ•…ƒ•—ƒŽƒ•
–‹’•’”‘˜‹†‡†‹…‘˜‡”•ƒ–‹‘‘”ƒ•ˆ‘”ƒŽƒ•ˆ—ŽŽ›‹–‡‰”ƒ–‡†‹–‡”Ǧ
‘”‰ƒ‹œƒ–‹‘ƒŽ–‡ƒ™‘”™‹–Šƒ••‹‰‡†”‘Ž‡•ƒ†”‡•’‘•‹„‹Ž‹–‹‡•ǤŽŽ‘ˆ
–Š‡‡–Š‘†•‘ˆ†‡•‹‰ˆ‘”–Š‡•—’’Ž›…Šƒ‹ƒ†–Š‡•—„•‡–•†‡•…”‹„‡†
’”‡˜‹‘—•Ž›…ƒ„‡—•‡†…‘ŽŽƒ„‘”ƒ–‹˜‡Ž›™‹–Š‡š–‡†‡†•—’’Ž›…Šƒ‹
’ƒ”–‡”•Ǥˆƒ…–ǡ„‡…ƒ—•‡‘•–‘Ǧ…‘”‡…ƒ’ƒ„‹Ž‹–‹‡•ƒ”‡‘™‘—–•‘—”…‡†
‘”‘ˆˆ•Š‘”‡†ǡ‡š–‡”ƒŽ…‘ŽŽƒ„‘”ƒ–‹‘‹•‡…‡••ƒ”›–‘–Š‡‹”•—……‡••Ǥ

ƒ•–—†›‘ˆ•—’’Ž‹‡”‹–‡‰”ƒ–‹‘ˆ—†‡†„›–Š‡ƒ–‹‘ƒŽ…‹‡…‡
‘—†ƒ–‹‘ƒ†–Š‡
Ž‘„ƒŽ”‘…—”‡‡–ƒ†—’’Ž›Šƒ‹
‡…Šƒ”‹‰‹–‹ƒ–‹˜‡ƒ–‹…Š‹‰ƒ–ƒ–‡‹˜‡”•‹–›ǡ”‡•‡ƒ”…Š‡”•
‹†‡–‹ˆ‹‡†•‡˜‡”ƒŽ‰‡‡”ƒŽŽ‡˜‡Ž•‘ˆ•—’’Ž‹‡”‹–‡‰”ƒ–‹‘ƒ†ƒ••‡••‡†–Š‡
˜ƒŽ—‡‘ˆ‡ƒ…ŠǤŠ‡”‡•—Ž–•‘ˆƒ•—”˜‡›…‘†—…–‡††—”‹‰–Š‡’”‘Œ‡…–
•Š‘™‡†–Šƒ–‰”‡ƒ–‡”Ž‡˜‡Ž•‘ˆ•—’’Ž‹‡”‹˜‘Ž˜‡‡–’”‘†—…‡†ǡ‘
ƒ˜‡”ƒ‰‡ǡ‰”‡ƒ–‡”‹’”‘˜‡‡–•‹…‘•–ƒ†“—ƒŽ‹–›Ǥ

Š‹Ž‡‘‡•–—†›†‘‡•ǯ–…‘•–‹–—–‡ƒ†‡ˆ‹‹–‹˜‡ƒƒŽ›•‹•ǡ‹–ǯ•ˆƒ‹”–‘•ƒ›
–Šƒ––Š‡–”‡†‹†‡•‹‰‹‰ˆ‘”–Š‡•—’’Ž›…Šƒ‹‹•–‘™ƒ”†ˆ‘”ƒŽ•—’’Ž‹‡”
ƒ†Ȁ‘”…—•–‘‡”…‘ŽŽƒ„‘”ƒ–‹‘ƒ†ƒ™ƒ›ˆ”‘–Š‡‘˜‡”Ǧ–Š‡Ǧ™ƒŽŽƒ†
‹ˆ‘”ƒŽƒ’’”‘ƒ…Š‡•ǤŠ‹•‹•–”—‡ˆ‘”‹˜‘Ž˜‡‡–‘ˆ…—•–‘‡”•‹†‡•‹‰
ƒ•™‡ŽŽǣ‹˜‘Ž˜‹‰”‡’”‡•‡–ƒ–‹˜‡•‘ˆŽƒ”‰‡ǡ‡›…—•–‘‡”•‹†‡•‹‰‘”

© 2016 APICS 1-225 Version 4.0, 2016 Edition

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Module 1: Supply Chain Design

…‘ŽŽ‡…–‹‰–Š‡„”‘ƒ†‹’—–‘ˆƒ›•ƒŽŽ‡”…—•–‘‡”•—•‹‰ƒ†
‘–Š‡”‡–Š‘†•™‹ŽŽ„‡‡ˆ‹–ˆ”‘ƒˆ‘”ƒŽ’”‘…‡••–‘‡•—”‡–Šƒ–
…—•–‘‡””‡“—‹”‡‡–•ƒ†‡š’‡…–ƒ–‹‘•ƒ”‡”‡’”‡•‡–‡†‹–Š‡†‡•‹‰Ǥ
–ƒ‡••‡•‡–Šƒ––Š‡‘”‡ˆ—…–‹‘•ƒ†’ƒ”–‡”•…‘–”‹„—–‡–‘ƒ
†‡•‹‰ǡ‡‹–Š‡”…ƒ•—ƒŽŽ›‘”‹ˆ‘”ƒŽŽ›‘”‰ƒ‹œ‡†–‡ƒ•ǡ–Š‡„‡––‡”…Šƒ…‡
›‘—Šƒ˜‡‘ˆ‰‡––‹‰ƒ’”‘†—…–‘”•‡”˜‹…‡–Šƒ–‹•ƒ…–—ƒŽŽ›†‡•‹”‡†„›–Š‡
ƒ”‡–‹–‘’”‘†—…–‹‘ƒ–ƒ”‡ƒ•‘ƒ„Ž‡…‘•–ƒ†‘–‹‡Ȅ„‡ˆ‘”‡
…‘’‡–‹–‘”•„‡ƒ–›‘—–‘ƒ”‡–™‹–Š–Š‡‹”’”‘†—…–Ǥ

‘–‡–Šƒ–™Š‹Ž‡•—’’Ž‹‡”•‘”…—•–‘‡”•ƒ›„‡ƒ•‡†–‘„‡’ƒ”–‘ˆƒ
†‡•‹‰–‡ƒǡ–Š‡‘”‰ƒ‹œƒ–‹‘™Š‘•‡„”ƒ†‹•ƒ–•–ƒ‡•Š‘—Ž†”‡–ƒ‹
”‡•’‘•‹„‹Ž‹–›ˆ‘”–Š‡‘˜‡”ƒŽŽ†‡•‹‰”ƒ–Š‡”–ŠƒƒŽŽ‘™‹‰ƒ›‘‡‡Ž•‡–‘
–ƒ‡–Š‡Ž‡ƒ†Ǥ

Implementing Š‡„‡‡ˆ‹–•‘ˆ…‘ŽŽƒ„‘”ƒ–‹‰‘†‡•‹‰ˆ‘”–Š‡•—’’Ž›…Šƒ‹ƒ†‹–•ƒ›
design collaboration ˜ƒ”‹‡–‹‡•ƒ”‡…Ž‡ƒ”‘ƒ…‘…‡’–—ƒŽŽ‡˜‡Žǡ„—–„—•›ƒƒ‰‡”•Šƒ˜‡–‹‰Š–
†‡ƒ†Ž‹‡•ƒ††‡•‹‰‡”•ƒ†ƒ”‡–‹‰ƒƒ‰‡”•‘ˆ–‡Šƒ˜‡’‡”ˆ‘”Ǧ
ƒ…‡•…‘”‡…ƒ”†•–Šƒ–ˆƒ‹Ž–‘”‡™ƒ”†•—’’Ž›…Šƒ‹…‘•–”‡†—…–‹‘•Ǥ
Š‡”‡ˆ‘”‡ǡƒ’”‘…‡••‹•‡‡†‡†–‘‰ƒ‹„‘–Š‹–‡”ƒŽƒ†‡š–‡†‡†’ƒ”–‡”
ƒ……‡’–ƒ…‡ˆ‘”†‡•‹‰’”‘…‡••‹’”‘˜‡‡–•Ǥƒ”‰‹ŽŽƒ† ”›†‡•…”‹„‡
•—…Šƒ’”‘…‡••—•‡†ƒ–‡™Ž‡––Ǧƒ…ƒ”†ǡ™Š‹…Š‹•’ƒ”ƒ’Š”ƒ•‡†Š‡”‡ǣ

i Proof of concept. ƒŽŽ’”‘Œ‡…–•ƒ”‡’‡”ˆ‘”‡†ǡŠƒ”‡••‹‰‡š’‡”–•

ƒ†‹–‡”ƒŽ•–ƒˆˆ–‘–‡•––Š‡…‘…‡’–Ǥ—……‡••‡•ƒ”‡…‡Ž‡„”ƒ–‡†ƒ†
‹–‡”ƒŽŽ›ƒ†˜‡”–‹•‡†Ǥ‹’Ž‡‰”ƒ’Š‹…•ƒ”‡—•‡†–‘ƒ‡–Š‡‰‘ƒŽ•‡ƒ•›
–‘—†‡”•–ƒ†ƒ†ƒ……‡’–Ǥ

i Formalize concepts. ‡”•ƒ”‡•–ƒ†ƒ”†‹œ‡†ǡ…‘…‡”•ƒ”‡

ƒ††”‡••‡†ǡ…ƒ•‡•–—†‹‡•ƒ”‡•Šƒ”‡†ǡƒ†ˆ‘”ƒŽ–”ƒ‹‹‰ƒ†‘Ž‹‡ƒ–Ǧ
™‹ŽŽ–”ƒ‹‹‰‹•…”‡ƒ–‡†–‘‡†—…ƒ–‡•–ƒˆˆƒ†’ƒ”–‡”•Ǥ

i Formalize processes. ”‘••ˆ—…–‹‘ƒŽ–‡ƒ•ƒ”‡…”‡ƒ–‡†ƒ†

‹†‹˜‹†—ƒŽ•ƒ”‡ƒ••‹‰‡†–‘™‘”ƒ’‡”…‡–ƒ‰‡‘ˆ–Š‡‹”–‹‡‘–Š‡
–‡ƒ•Ǥ‡”ˆ‘”ƒ…‡‡–”‹…•ǡ•…‘”‡…ƒ”†•ǡƒ†”‡™ƒ”†••—…Šƒ•ˆ‘”ƒŽ
’”ƒ‹•‡ƒ”‡‹’Ž‡‡–‡†Ǥš’‡”–•ƒ”‡ƒ†‡ƒ˜ƒ‹Žƒ„Ž‡Ǥ

i Prioritize opportunities based on best value to encourage

adoption. ‘…‡’–•–Šƒ–Šƒ˜‡’”‘˜‡–Š‡‘•–‡ˆˆ‡…–‹˜‡ƒ”‡’—•Š‡†–‘
‘–Š‡”–‡ƒ•Ǥ

–Š‹•™ƒ›ǡ‹–‡”ƒŽ–‡ƒ•ƒ†‡š–‡”ƒŽ’ƒ”–‡”•…ƒ„‡Ž‡†ƒ•–‡’ƒ–ƒ
–‹‡–‘™ƒ”†ƒ’’”‡…‹ƒ–‹‰–Š‡ˆ‹ƒ…‹ƒŽƒ†‘–Š‡”„‡‡ˆ‹–•‘ˆ…‘ŽŽƒ„‘”ƒ–‹‰
‘†‡•‹‰ǡ–Š‡ˆ‹†‹‰”‡ƒŽ™ƒ›•–‘ƒ‡–Š‡•‡…‘…‡’–•™‘”ˆ‘”–Š‡ǡ
ƒ†ˆ‹ƒŽŽ›‹…‘”’‘”ƒ–‹‰…‘ŽŽƒ„‘”ƒ–‹‘‹–‘‘”ƒŽ’”‘…‡••‡••‘–Šƒ–
‡ˆˆ‘”–•…ƒ–—”–‘•—•–ƒ‹‹‰ƒ†…‘–‹—‘—•Ž›‹’”‘˜‹‰–Š‡‡ˆˆ‘”–Ǥ

© 2016 APICS 1-226 Version 4.0, 2016 Edition

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 Section B: Design the Supply Chain

Benefits of design –‡‰”ƒ–‹‰•—’’Ž‹‡”•ƒ†…—•–‘‡”•‹–‘–Š‡†‡•‹‰’”‘…‡••’”‘˜‹†‡•

collaboration ƒ›’‘–‡–‹ƒŽ„‡‡ˆ‹–•ǡ‹…Ž—†‹‰–Š‘•‡–Šƒ–ˆ‘ŽŽ‘™ǣ

i Fewer cost overruns. ‘ŽŽƒ„‘”ƒ–‹‘™‹–Š–Š‡•—’’Ž‹‡”„”‹‰•
‰”‡ƒ–‡”…Žƒ”‹–›ƒ„‘—–ƒ—ˆƒ…–—”‹‰’”‘…‡••‡•ƒ†ƒ–‡”‹ƒŽ•ǡ
”‡†—…‹‰–Š‡Ž‹‡Ž‹Š‘‘†–Šƒ–†‡•‹‰•™‹ŽŽ„‡‹’”ƒ…–‹…ƒŽ–‘
ƒ—ˆƒ…–—”‡Ǥ‘ŽŽƒ„‘”ƒ–‹‘™‹–Š…—•–‘‡”•…ƒŠ‡Ž’’”‹‘”‹–‹œ‡
™Š‹…Š†‡•‹‰‡Ž‡‡–•–‘‹…Ž—†‡‘”‡š…Ž—†‡Ǥ

i New and improved approaches to design. Š‡•—’’Ž‹‡”„”‹‰•
•’‡…‹ƒŽ‡š’‡”–‹•‡‹’”‘…‡••‡•ǡƒ–‡”‹ƒŽ•ǡƒ†–‡…Š‘Ž‘‰‹‡•–Šƒ–…ƒ
‰‹˜‡–Š‡†‡•‹‰‡”•‡™‹†‡ƒ•ƒ†ƒ˜‘‹†’”‘„Ž‡•…ƒ—•‡†„›
”‡Ž‹ƒ…‡‘‡š’‡•‹˜‡‘”Šƒ”†Ǧ–‘Ǧˆ‹†’ƒ”–•Ǥ—•–‘‡”•…ƒ‹†‹…ƒ–‡
‹ˆƒ‡™’”‘…‡••™‘—Ž†„‡’‡”…‡‹˜‡†ƒ•˜ƒŽ—‡ƒ††‡†Ǥ

i Improved customer satisfaction. ‘ŽŽƒ„‘”ƒ–‹‰™‹–Š–Š‡•—’’Ž‹‡”
‹–Š‡–‡•–‹‰‘ˆ’”‘–‘–›’‡•ǡ‘†‡Ž•ǡƒ†’”‡’”‘†—…–‹‘•ƒ’Ž‡•
”‡†—…‡•–Š‡—„‡”‘ˆ’”‘†—…–ˆƒ‹Ž—”‡•Ǥ˜‘Ž˜‡‡–‘ˆ…—•–‘‡”•
ƒŽ‹‰•’”‘†—…–•™‹–Šƒ…–—ƒŽ…—•–‘‡”‡‡†•Ǥ

i Improved efficiency (faster to market). Š‡•—’’Ž‹‡”ǯ•‡š’‡”‹‡…‡
‹ƒ—ˆƒ…–—”‹‰ƒ†Ž‘‰‹•–‹…•…ƒŽ‡ƒ†–‘’”‘†—…–•–Šƒ–ƒ”‡‘”‡
‡ƒ•‹Ž›ƒ—ˆƒ…–—”‡†ǡƒ••‡„Ž‡†ǡ•Š‹’’‡†ǡƒ†•–‘”‡†Ǥ—•–‘‡”
‹˜‘Ž˜‡‡–…ƒ‡‡’–Š‡ˆ‘…—•‘ƒ…–—ƒŽ”‡“—‹”‡‡–•Ǥ

i Higher product quality for the price. Šƒ”‹‰“—ƒŽ‹–›
”‡“—‹”‡‡–•™‹–Š–Š‡•—’’Ž‹‡”„‡ˆ‘”‡ˆ‹ƒŽ•‡Ž‡…–‹‘‘ˆ’ƒ”–•ƒ†
’”‘…‡••‡•”‡•—Ž–•‹Š‹‰Š‡”“—ƒŽ‹–›ƒ†‘”‡ƒˆˆ‘”†ƒ„Ž‡’”‹…‹‰Ǥ
—•–‘‡”•…ƒ‹†‹…ƒ–‡–Š‡’”‹…‡Ȁ“—ƒŽ‹–›Ž‡˜‡Ž–Š‡›ƒ”‡™‹ŽŽ‹‰–‘
’ƒ›ˆ‘”Ǥ

Topic 5: Supply Chain Network Optimization
…‡†ƒ–ƒƒ”‡…‘ŽŽ‡…–‡†ǡ–ƒ„—Žƒ–‡†ǡƒ†˜‡”‹ˆ‹‡†ǡ–Š‡‡š–•–‡’‹•–‘
‘’–‹‹œ‡–Š‡…‘ˆ‹‰—”ƒ–‹‘‘ˆ–Š‡Ž‘‰‹•–‹…•‡–™‘”Ǥ—’’Ž›…Šƒ‹‡–™‘”
‘’–‹‹œƒ–‹‘‘ˆ–‡‹˜‘Ž˜‡•†‡˜‡Ž‘’‹‰–Š‡…ƒ’ƒ„‹Ž‹–‹‡•–‘ˆ‹†ƒ†‡ƒ…–
–Š‡Ž‡ƒ•–Ǧ…‘•–•‘Ž—–‹‘ˆ‘”–Š‡‡–‹”‡‡–™‘”ȋ‡ˆˆ‹…‹‡–‘”Ž‡ƒȌǡƒ††‹‰
…ƒ’ƒ„‹Ž‹–‹‡•–‘†›ƒ‹…ƒŽŽ›ƒ†ƒ’–•—’’Ž›–‘˜ƒ”‹ƒ–‹‘•‹†‡ƒ†
ȋ”‡•’‘•‹˜‡Ȍǡƒ††‡˜‡Ž‘’‹‰–Š‡ƒ„‹Ž‹–›–‘ƒƒ‰‡†‡ƒ†ƒ†”‡•’‘†
–‘ƒ…–—ƒŽ†‡ƒ†ȋ…—•–‘‡”Ǧˆ‘…—•‡†ȌǤ

Š‹•‹•‘ˆ–‡ƒ……‘’Ž‹•Š‡†„›‹’Ž‡‡–‹‰‡–™‘”‘†‡Ž‹‰ƒ†
‘’‡”ƒ–‹‘•”‡•‡ƒ”…Š’Žƒ‹‰–‘‘Ž•–Šƒ–‡’Ž‘›–™‘–‡…Š‹“—‡•ǣ
i ƒ–Š‡ƒ–‹…ƒŽƒŽ‰‘”‹–Š•–‘†‡–‡”‹‡Ž‡ƒ•–Ǧ…‘•–‘”„‡•–•‘Ž—–‹‘•
i ‹—Žƒ–‹‘‘†‡Ž•–‘‡˜ƒŽ—ƒ–‡†‡•‹‰ƒŽ–‡”ƒ–‹˜‡•Ǥ

© 2016 APICS 1-227 Version 4.0, 2016 Edition

All rights reserved Printed on 100% post-consumer waste recycled paper.
Module 1: Supply Chain Design

Š‡•‡–‘‘Ž•™‡”‡†‹•…—••‡†‹‡…–‹‘ǡŠƒ’–‡”ͶǡDz‘‘Ž•ƒ†
‡…Š‹“—‡•Ǥdz

•‘–‡†‹–Š‡’”‹‘”…ƒ•‡•–—†›ǡƒ‘”‰ƒ‹œƒ–‹‘…ƒ†‡•‹‰Ǧ‹
‘’–‹‹œƒ–‹‘‹–‘‹–•‹ˆ‘”ƒ–‹‘•›•–‡•’Žƒ•Ǥ‘™‡˜‡”ǡ
‘’–‹‹œƒ–‹‘”‡“—‹”‡•ƒ†‘•‡‘ˆ”‡ƒŽ‹–›ǣƒ‘”‰ƒ‹œƒ–‹‘ǯ••–ƒˆˆƒ›
Ž‘›ƒŽŽ›ƒ†‘’–‹‹•–‹…ƒŽŽ›ƒ••—‡–Š‡‘”‰ƒ‹œƒ–‹‘‹•ƒ–ƒŠ‹‰ŠŽ‡˜‡Ž‘ˆ
†‡˜‡Ž‘’‡–ǤŠ‹•ƒ••—’–‹‘ƒ›‡‰‡†‡”ƒˆƒ‹Ž—”‡–‘™‘”
–‘™ƒ”†‘’–‹‹œƒ–‹‘ǤŠ‡”‡ˆ‘”‡ǡ—†‡”•–ƒ†‹‰™Šƒ–…‘•–‹–—–‡•
„‡‹‰‹ƒ’ƒ”–‹…—Žƒ”•–ƒ‰‡‘ˆ•—’’Ž›…Šƒ‹‡–™‘”‘’–‹‹œƒ–‹‘‹•
…”‹–‹…ƒŽǤ

Stages of supply –ƒ‰‡•‘ˆ•—’’Ž›…Šƒ‹‡–™‘”–‡…Š‘Ž‘‰›‘’–‹‹œƒ–‹‘‡š‹•–‘ƒ
chain network …‘–‹——ǡ”ƒ‰‹‰ˆ”‘–”ƒ†‹–‹‘ƒŽ†‹•…‘‡…–‡†…‘’ƒ‹‡•™‹–Š
technology ƒ†˜‡”•ƒ”‹ƒŽ‡š–‡”ƒŽ”‡Žƒ–‹‘•Š‹’•–‘Š‹‰ŠŽ›‡ˆˆ‹…‹‡–˜‹”–—ƒŽ‡–™‘”•‘ˆ
optimization
…‘’ƒ‹‡•ǤšŠ‹„‹–ͳǦͶͳŽ‹•–•ˆ‘—”†‹•–‹…–•–ƒ‰‡•‘ˆ•—’’Ž›…Šƒ‹
‘’–‹‹œƒ–‹‘Ǥ

Exhibit 1-41: Stages of Supply Chain Network Technology Optimization

Stage 2: Semi-
1: Multiple 3: Integrated 4: Extended
Functional
Dysfunction Enterprise Enterprise
Capability Enterprise
Internet Static websites Online catalogs Intranets across E-commerce
all functions
Integration None; no Batch Internal process Supply chain
teamwork integration; networks;
design teams process
integration
across entity
boundaries
Supply chain Little information Informal demand Formal global Integrated global
planning exchange of any planning; demand planning; supply
kind inventory planning; chain vs. supply
reduction; no enhanced chain competition
coordination of warehousing,
initiatives logistics,
forecasting, etc.
Production Basic MRP (time- MRP II MRP—ERP Externally
scheduling phased order integrated ERP
point)

Integration Fax/phone EDI/fax/phone; Electronic data VMI, online RFQ

with low-price interchange
suppliers purchasing (EDI) with all
strategies large suppliers
Customer Research Local inventory Available-to- Capable-to-
delivery promise (ATP) promise (CTP)

© 2016 APICS 1-228 Version 4.0, 2016 Edition

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 Section B: Design the Supply Chain

—’’Ž›…Šƒ‹‘’–‹‹œƒ–‹‘…ƒ„‡–Š‘—‰Š–‘ˆƒ•‡˜‘Ž—–‹‘ƒ”›”ƒ–Š‡”–Šƒ
Ž‹‡ƒ”Ǥ–ƒ”–‹‰™‹–Š„ƒ•‹…ƒ–‡”‹ƒŽ”‡“—‹”‡‡–•’Žƒ‹‰ǡƒ•—’’Ž›…Šƒ‹
…‘–‹—‘—•Ž›‹…”‡ƒ•‡•‹–••‘’Š‹•–‹…ƒ–‹‘‹–‡”•‘ˆƒ–‡”‹ƒŽ”‡“—‹”‡Ǧ
‡–•’Žƒ‹‰ȋȌƒ†ǡ‹–‡”ƒŽ‹–‡‰”ƒ–‹‘ǡ’Žƒ‹‰ǡ
’”‘†—…–‹‘•…Š‡†—Ž‹‰ǡ‡š–‡”ƒŽ‹–‡‰”ƒ–‹‘ǡƒ†•‘‘Ǥ‡…ƒ—•‡‘ˆ–Š‡
‰”‡ƒ–…‘’Ž‡š‹–›‹˜‘Ž˜‡†‹–Š‡’Žƒ‹‰ƒ†‡š‡…—–‹‘”‡“—‹”‡†–‘’ƒ••
ˆ”‘‘‡•–ƒ‰‡–‘–Š‡‡š–ǡˆ‹”•ƒ†•—’’Ž›…Šƒ‹•Šƒ˜‡‰”‡ƒ––”‘—„Ž‡
„›’ƒ••‹‰ƒ•–ƒ‰‡Ǥ…‘’ƒ›ǯ••–ƒ‰‡‘ˆ•—’’Ž›…Šƒ‹‘’–‹‹œƒ–‹‘‹•
‹’‘”–ƒ–ˆ‘”„‡…Šƒ”‹‰–Š‡ˆ‹”ƒ‰ƒ‹•–‹–•…‘’‡–‹–‹‘Ǥ

ƒ›…‘’ƒ‹‡•„‡…‘‡„‘‰‰‡††‘™‹–Š‡‹”‡˜‘Ž—–‹‘–Š”‘—‰Š–Š‡
•–ƒ‰‡•‘ˆ‘’–‹‹œƒ–‹‘ǡ‡•’‡…‹ƒŽŽ›„‡–™‡‡–ƒ‰‡•ʹƒ†͵ƒ†„‡–™‡‡
͵ƒ†ͶǤŠ‹Ž‡ƒ›…‘’ƒ‹‡•ˆ‹†‹–‡ƒ•›–‘•‡‡–Š‡˜ƒŽ—‡‘ˆ™‘”‹‰
–‘™ƒ”†‹–‡”ƒŽ‹–‡‰”ƒ–‹‘ǡ–Š‡•‡•ƒ‡…‘’ƒ‹‡•ƒ›„‡—™‹ŽŽ‹‰
‘”—ƒ„Ž‡–‘ƒ‡–Š‡Ž‡ƒ’‘ˆ–”—•–‹˜‘Ž˜‡†‹‡š–‡”ƒŽ‹–‡‰”ƒ–‹‘Ǥ

‹ˆˆ‡”‡–†‹˜‹•‹‘•‘”„—•‹‡••‡•™‹–Š‹ƒ•—’’Ž›…Šƒ‹ƒ›„‡ƒ–
†‹ˆˆ‡”‡–Ž‡˜‡Ž•Ǥƒ›…‘’ƒ‹‡•‘˜‡‘‡‘”–™‘„—•‹‡••—‹–•‹–‘
–Š‡‡š–Ž‡˜‡Žƒ†‘Ž›‘˜‡‘”‡‘ˆ–Š‡…‘’ƒ›‘”‡–™‘”‹ˆ
•—……‡••ˆ—ŽǤŠ‡Ž‘™‡•–…‘‘†‡‘‹ƒ–‘”‹–Š‡‡–™‘”ƒ›
„‡…‘‡–Š‡„‘––Ž‡‡…’”‡˜‡–‹‰–Š‡•›•–‡ˆ”‘ƒ†˜ƒ…‹‰–‘–Š‡
‡š–Ž‡˜‡ŽǤ ‘”‡šƒ’Ž‡ǡ‘•–Žƒ”‰‡‘”‰ƒ‹œƒ–‹‘•‘™Šƒ˜‡ƒ
•›•–‡ǡ„—––Š‹•ƒŽ‘‡ƒ›‘–„‡‡‘—‰Š–‘’Žƒ…‡ƒ‘”‰ƒ‹œƒ–‹‘ƒ–ƒ
Š‹‰Š‡”Ž‡˜‡ŽǤƒ–Š‡”ǡƒƒŒ‘”‹–›‘ˆ–Š‡‹–‡•—•–„‡’”‡•‡––‘”‡ƒ…Šƒ
Š‹‰Š‡”•–ƒ‰‡‘ˆ‘’–‹‹œƒ–‹‘Ǥ

Stage 1: Multiple ––Š‡—Ž–‹’Ž‡†›•ˆ—…–‹‘•–ƒ‰‡ǡˆ‹”•ƒ›Šƒ˜‡—Ž–‹’Ž‡
dysfunction †‹•…‘‡…–‡†Ž‡‰ƒ…›•›•–‡•’‡”ˆ‘”‹‰˜ƒ”‹‘—•–”ƒ•ƒ…–‹‘ƒŽ
ˆ—…–‹‘•ǤŠ‡•‡†‹˜‹•‹‘•ˆ‘ŽŽ‘™–Š‡†‡’ƒ”–‡–ƒŽ„ƒ””‹‡”•™‹–Š‹–Š‡
…‘’ƒ›Ǥ‘—‹…ƒ–‹‘‘ˆ–‡”‡“—‹”‡•’ƒ’‡”™‘”ƒ††ƒ–ƒ”‡‡–”›Ǥ
‘–‡–Šƒ–‹†‹…ƒ–‡•–Š‡•‹’Ž‡•–’”‘…‡••ˆ‘”†‡–‡”‹‹‰‡–
…‘’‘‡–”‡“—‹”‡‡–•Ȅƒ„‹ŽŽ‘ˆƒ–‡”‹ƒŽǡƒƒ•–‡”•…Š‡†—Ž‡ǡƒ†
…—””‡–‘ǦŠƒ†Ȁ‘Ǧ‘”†‡”†ƒ–ƒǡƒ†‘–Š‹‰‘”‡Ǥ

”ƒ™„ƒ…•‘ˆ–Š‹•Ž‡˜‡Ž‹…Ž—†‡—Ž–‹’Ž‡•›•–‡„‘––Ž‡‡…•ǡ‘•—’’Ž›
…Šƒ‹Ž‡ƒ†‡”•Š‹’ǡ‹‹ƒŽ‡„…ƒ’ƒ„‹Ž‹–‹‡•ǡƒ†Ž‹––Ž‡’”‘…‡••
ˆŽ‡š‹„‹Ž‹–›Ǥ›•–‡•…ƒ‘–’”‘†—…‡–‹‡Ž›‹ˆ‘”ƒ–‹‘ǡ•—…Šƒ•‘”†‡”
•–ƒ–—•‘”Ž‡ƒ†–‹‡Ǥ‡”ˆ‘”ƒ…‡‹•‡‹–Š‡”‘–‡ƒ•—”‡†ǡ‹•
‹ƒ†‡“—ƒ–‡Ž›‡ƒ•—”‡†ǡ‹•‡ƒ•—”‡†„—–‘–ƒ’’Ž‹‡†ǡ‘”‹•‘–ƒŽ‹‰‡†
–‘…‘’ƒ›‰‘ƒŽ•Ǥ

”‰ƒ‹œƒ–‹‘•ƒ––Š‹••–ƒ‰‡•Š‘—Ž†ˆ‘…—•‘•–ƒ†ƒ”†‹œ‹‰‹–‡”ƒŽ
’”‘…‡••‡•ǡ„‡…‘‹‰‹–‡”‡–ƒ†‘„‹Ž‡†‡˜‹…‡…ƒ’ƒ„Ž‡ǡƒ†

© 2016 APICS 1-229 Version 4.0, 2016 Edition

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Module 1: Supply Chain Design

Ž‡˜‡”ƒ‰‹‰’ƒ•–…‘–‹—‘—•‹’”‘˜‡‡–‡ˆˆ‘”–•ǤŠƒ•‡†ƒ’’”‘ƒ…Š‡•
ƒ”‡„‡•–ǡ•–ƒ”–‹‰™‹–Š–Š‡ƒ”‡ƒ•–Šƒ–…ƒ‰‡‡”ƒ–‡–Š‡‰”‡ƒ–‡•–•ƒ˜‹‰•ǡ
•—…Šƒ•’”‘…—”‡‡–ƒ†Ž‘‰‹•–‹…•ǡ‡ƒ…Š‘ˆ™Š‹…Š–›’‹…ƒŽŽ›‰‡‡”ƒ–‡•
ˆ‹˜‡–‘‡‹‰Š–’‡”…‡–•ƒ˜‹‰•ƒ––Š‹••–ƒ‰‡Ǥ —…–‹‘ƒŽƒ”‡ƒ•™‹ŽŽ”‡•‹•–
…Šƒ‰‡ǡ•‘…Šƒ‰‡ƒƒ‰‡‡–‹•ƒ—•–Ǥ

Stage 2: Semi- ––Š‡•‡‹ˆ—…–‹‘ƒŽ•–ƒ‰‡ǡƒ›…‘’ƒ‹‡•Šƒ˜‡…‘’Ž‡–‡†ƒ
functional enterprise ‹’Ž‡‡–ƒ–‹‘ƒ†…ƒ†‡‘•–”ƒ–‡…”‘••Ǧˆ—…–‹‘ƒŽ‹–‡‰”ƒ–‹‘‘ˆ
’Žƒ‹‰’”‘…‡••‡•‹˜‘Ž˜‹‰ƒ—–‘ƒ–‡†…ƒ’ƒ…‹–›’Žƒ‹‰Ǥ–‡”ƒŽ
‘’–‹‹œƒ–‹‘ƒ†…‘”’‘”ƒ–‡‡š…‡ŽŽ‡…‡„”‡ƒ†‘™ˆ—…–‹‘ƒŽ•‹Ž‘•ǡ
Ž‡ƒ†‹‰–‘‹–‡”†‡’ƒ”–‡–ƒŽ–”—•–ƒ†…‘‘’‡”ƒ–‹‘Ǥ‘‡…‘’ƒ‹‡•
Šƒ˜‡‘—–•‘—”…‡†ƒ”‡ƒ•‘—–•‹†‡–Š‡‹”…‘”‡’”‘…‡••‡•ǡƒ†–Š‡•‡
‘—–•‘—”…‡’”‘˜‹†‡”•ƒ”‡–Š‡‹”ƒ‹‡š–‡”ƒŽ–‹‡•Ǥ

–ƒ‰‡ʹ…‘’ƒ‹‡•—•‡†‘…—‡–‡†’”‘…‡••‡•ƒ†ƒŽ‹‰‡›
’‡”ˆ‘”ƒ…‡‡ƒ•—”‡•–‘‰‘ƒŽ•Ǥ‘™‡˜‡”ǡƒ›…‘’ƒ‹‡•ƒ––Š‹•
•–ƒ‰‡Šƒ˜‡‘–Ž‡˜‡”ƒ‰‡†–Š‡‹”™‡„…ƒ’ƒ„‹Ž‹–‹‡•Ǥ–‘•–ǡ–Š‡›Šƒ˜‡
ˆ—…–‹‘ƒŽŽ›ˆ‘…—•‡†‡Ž‡…–”‘‹…„—•‹‡•••‘Ž—–‹‘••—…Šƒ•ƒ‹–”ƒ‡–
•‹–‡‘”–”ƒ†‹‰‹…‘‘†‹–‹‡•ƒ†‘ˆˆ‹…‡•—’’Ž‹‡•Ǥ

‘‘˜‡ˆ‘”™ƒ”†ǡ…‘’ƒ‹‡•ƒ––ƒ‰‡ʹ•Š‘—Ž†ƒ’’‘‹–ƒ•—’’Ž›…Šƒ‹
Ž‡ƒ†‡”™‹–Š‡š’‡”‹‡…‡‹‡š–‡”ƒŽ‹–‡‰”ƒ–‹‘ǤŠ‹•Ž‡ƒ†‡”‡‡†•
‡š‡…—–‹˜‡•—’’‘”–ƒ†–Š‡ƒ—–Š‘”‹–›–‘„”‡ƒ†‘™„ƒ””‹‡”•ǤŠ‡
Ž‡ƒ†‡”•Š‘—Ž†•–ƒ”–‹ƒ”‡ƒ•–Šƒ–…ƒ„‡ƒŽ–‡”‡†™‹–Š‘—–”‡†—…‹‰
ƒ”‡–’‡”ˆ‘”ƒ…‡ǡ•—…Šƒ•ƒ‰‰”‡‰ƒ–‹‰’—”…Šƒ•‹‰ƒ…”‘••–Š‡
‘”‰ƒ‹œƒ–‹‘–‘‰‡–˜‘Ž—‡†‹•…‘—–•Ǥƒ”Ž›•—……‡••‡•™‹ŽŽŠ‡Ž’™Š‡
–Š‡Ž‡ƒ†‡”‹•…Šƒ’‹‘‹‰‘”‡’ƒ‹ˆ—Ž„—–‡…‡••ƒ”›’”‘…‡••ƒ†
…—Ž–—”‡…Šƒ‰‡•Ǥ’–‹‹œƒ–‹‘ƒ––Š‹•Ž‡˜‡Ž—•—ƒŽŽ›ˆ‘…—•‡•‘Ž‡ƒ
•–”ƒ–‡‰‹‡•–‘…—––”ƒ•’‘”–ƒ–‹‘ǡ™ƒ”‡Š‘—•‹‰ǡ‹˜‡–‘”›ǡƒ†
‡“—‹’‡–…‘•–•Ǥ

Stage 3: Integrated ––Š‡‹–‡‰”ƒ–‡†Ž‡˜‡Žǡ…‘’ƒ‹‡•Šƒ˜‡•–ƒ”–‡†’‘‹–Ǧ–‘Ǧ’‘‹–’Žƒ‹‰
enterprise ‹–‡‰”ƒ–‹‘™‹–Š–Š‡‡š–‡†‡†‡–‡”’”‹•‡ǤŠ‡›•Šƒ”‡”‡ƒŽǦ–‹‡‘”‡ƒ”
”‡ƒŽǦ–‹‡‹ˆ‘”ƒ–‹‘ƒ†…‘ŽŽƒ„‘”ƒ–‡‘ˆ‘”‡…ƒ•–•„‡–™‡‡—Ž–‹’Ž‡
†‹˜‹•‹‘•ƒ†ˆ‹”•–Ǧ–‹‡”…—•–‘‡”•ƒ†•—’’Ž‹‡”•Ǥ–‡”ƒ…–‹‘•™‹–Š
–”ƒ†‹‰’ƒ”–‡”•ƒ”‡—•—ƒŽŽ›•–‹ŽŽ‘ƒ‘‡Ǧ–‘Ǧ‘‡„ƒ•‹•Ǥ‘‡•Šƒ”‡„‡•–
’”ƒ…–‹…‡•ƒ†–Š‡”‹••ƒ†”‡™ƒ”†•‘ˆ…‘ŽŽƒ„‘”ƒ–‹‘ǤŠ‡›Ž‹‡Ž›—•‡
ƒ†ƒ›—•‡ǡ•—’’Ž‹‡””‡Žƒ–‹‘•Š‹’ƒƒ‰‡‡–ȋȌǡ‘”„‘–ŠǤ
Š‡ˆ‹”„”‹‰•ˆ—…–‹‘ƒŽƒ”‡ƒ•–‘‰‡–Š‡”‹’”‘…‡••‡••—…Šƒ••ƒŽ‡•ƒ†
‘’‡”ƒ–‹‘•’Žƒ‹‰ȋƬȌ™‹–Šƒˆ‘…—•‘…‘’ƒ›™‹†‡’”‘…‡••‡•Ǥ


‡––‹‰–‘–ƒ‰‡͵”‡“—‹”‡•‘˜‡”…‘‹‰…—Ž–—”ƒŽƒ†–‡…Š‹…ƒŽ
”‡•‹•–ƒ…‡–‘…Šƒ‰‡Ǥ–Š‡…—Ž–—”‡ƒ†’”‘…‡•••‹†‡ǡ‡ƒ…Š’ƒ”–›ƒ›

© 2016 APICS 1-230 Version 4.0, 2016 Edition

All rights reserved Printed on 100% post-consumer waste recycled paper.
 Section B: Design the Supply Chain

˜‹‡™ƒ›‹†‡ƒ•ˆ”‘‡š–‡”ƒŽ•‘—”…‡•ƒ•‹ˆ‡”‹‘”–‘‹–‡”ƒŽ‹†‡ƒ•Ǥ
–Š‡–‡…Š‘Ž‘‰›•‹†‡ǡƒ›ƒƒ‰‡”•†‘ǯ–‘™—…Šƒ„‘—––Š‡
–‡…Š‘Ž‘‰›‡ƒ„Ž‡”•ƒ†ˆ‡ƒ”Ž‘••‘ˆ‡›†ƒ–ƒƒ†–Š‡†‹ˆˆ‹…—Ž–›‘ˆ
Ž‹‹‰–‘—Ž–‹’Ž‡†‹ˆˆ‡”‡–Ž‡‰ƒ…›ƒ†•›•–‡•Ǥ

‘’”‘‰”‡••–‘ƒ†’ƒ•––Š‹•Ž‡˜‡Ž‘ˆ–‡”‡“—‹”‡•ƒ˜‹•‹‘ƒ”›Ž‡ƒ†‡”
ˆ”‘ƒ„—•‹‡••—‹––‘•–”‡‰–Š‡–Š‡‡ˆˆ‘”–•‘ˆ–Š‡•—’’Ž›…Šƒ‹
Ž‡ƒ†‡”ƒ†–Š‡‘ˆˆ‹…‡”‹†‡˜‡Ž‘’‹‰–Š‡•‡‡š–‡”ƒŽ‹–‡‰”ƒ–‹‘•ˆ‘”
–Š‡Ž‡ƒ†‡”ǯ•„—•‹‡••—‹–Ǥ

Stage 4: Extended –ƒ‰‡Ͷǡ–Š‡•—’’Ž›…Šƒ‹„‡…‘‡•‘”‡‘ˆƒ•—’’Ž›‡–™‘”Ǥ–ƒ‰‡Ͷ
enterprise ‡–™‘”•‡‰ƒ‰‡‹‡Ǧ…‘‡”…‡ƒ†Šƒ˜‡ƒ—–‘ƒ–‡†ƒ†•‡ƒŽ‡••
‹ˆ‘”ƒ–‹‘•Šƒ”‹‰ǡŽ‹‡†…‘’‡–‹–‹˜‡˜‹•‹‘ǡƒ†…‘‘„—•‹‡••
‘„Œ‡…–‹˜‡•ǤŠ‡›ƒ›ƒŽ•‘—•‡…‘ŽŽƒ„‘”ƒ–‹˜‡’Žƒ‹‰ǡˆ‘”‡…ƒ•–‹‰ǡƒ†
”‡’Ž‡‹•Š‡–ȋ Ȍ–‘ƒ‡’Žƒ•Œ‘‹–Ž›ƒ†ƒ›‡’Ž‘›ˆ‘”
…‘’‘‡–•‘”ˆ‹‹•Š‡†‰‘‘†•Ǥ‡™’”‘†—…–•ƒ”‡„”‘—‰Š––‘ƒ”‡–
ˆƒ•–‡”Ǥƒ”–‡”•‹–Š‡•‡‡–™‘”•Šƒ˜‡”‹•Ǧƒ†”‡™ƒ”†Ǧ•Šƒ”‹‰
…‘–”ƒ…–•ƒ†‘–Š‡”•ƒˆ‡‰—ƒ”†•–‘‡•—”‡–Šƒ–‡˜‡”›‘‡‹•‘–‹˜ƒ–‡†
–‘™ƒ”†…‘‘‰‘ƒŽ•Ǥ†Ǧ–‘Ǧ‡†‹–‡‰”ƒ–‹‘’”‘˜‹†‡•–‘–ƒŽ˜‹•‹„‹Ž‹–›
ƒ†ƒŽŽ‘™•–Š‡‡–™‘”–‘ˆ—…–‹‘ƒ•ƒ˜‹”–—ƒŽ…‘’ƒ›Ǥ

‘’ƒ‹‡•ƒ––ƒ‰‡Ͷ—•‡’—„Ž‹…‘”’”‹˜ƒ–‡‹–‡”‡–‡š…Šƒ‰‡•–‘„—›
ƒ†•‡ŽŽƒ–‡”‹ƒŽ•ƒ†•‡”˜‹…‡•ˆ”‘—Ž–‹’Ž‡•‘—”…‡•Ǥ—…Š‘ˆ–Š‡
–”ƒ†‹‰‹•ƒ—–‘ƒ–‹…ƒ†—ƒ––‡†‡†ǤŠ‡›‡•–ƒ„Ž‹•Š‘”‡ˆ‘”ƒŽ
’ƒ”–‡”•Š‹’•ƒ†•Šƒ”‡–ƒŽ‡–Ǥ


‡––‹‰ƒ†•–ƒ›‹‰ƒ––Š‹•Ž‡˜‡Ž”‡“—‹”‡••—•–ƒ‹‡†‡š‡…—–‹˜‡
Ž‡ƒ†‡”•Š‹’ƒ††‡˜‡Ž‘’‡–‘ˆŠ—ƒƒ†–‡…Š‘Ž‘‰‹…ƒŽ•—’’Ž›…Šƒ‹
‡š’‡”–‹•‡Ǥ‘–Š‡”‡›–‘•—•–ƒ‹‹‰…‘ŽŽƒ„‘”ƒ–‹‘‹•ƒˆ—ŽŽ›‹–‡‰”ƒ–‡†
’‡”ˆ‘”ƒ…‡‡ƒ•—”‡‡–•›•–‡–Šƒ–‡š’”‡••‡•–Š‡•—’’Ž›…Šƒ‹
•–”ƒ–‡‰›ƒ†‰‘ƒŽ•ƒ†…ƒ‹†‡–‹ˆ›…‘—–‡”’”‘†—…–‹˜‡‡Ž‡‡–•Ǥ
‡…Š‘Ž‘‰›Ž‹•„‡–™‡‡’ƒ”–‡”••Š‘—Ž†„‡•‡‡ƒ•ƒ…‘–‹—‘—•
‹’”‘˜‡‡–‹‹–‹ƒ–‹˜‡ǡƒ†ƒ†ƒ’–ƒ„Ž‡ƒ†•…ƒŽƒ„Ž‡•‘ˆ–™ƒ”‡•‘Ž—–‹‘•
•Š‘—Ž†„‡—•‡†™Š‡’‘••‹„Ž‡Ǥ

Moving between ‘‘˜‡„‡–™‡‡•–ƒ‰‡•ǡ…‘’ƒ‹‡•—•–…‘–‹—ƒŽŽ›”‡ˆ‹‡–Š‡‹”
optimization stages •–”ƒ–‡‰‹‡•ƒ††‡˜‡Ž‘’‡™–‡…Š‘Ž‘‰‹‡•Ǥ’–‹‹œƒ–‹‘ƒ†‹‘˜ƒ–‹‘
ƒ”‡‡˜‡”Ǧ‡†‹‰‰‘ƒŽ•Ǥ‘’‡–‹–‹˜‡ƒƒŽ›•‹•ƒ›’Žƒ›ƒ‹’‘”–ƒ–
”‘Ž‡‹‘–‹˜ƒ–‹‰…‘–‹—‡†‹˜‡•–‡–•‹•—’’Ž›…Šƒ‹‡–™‘”
‘’–‹‹œƒ–‹‘Ǥ

••—’’Ž›…Šƒ‹•ƒ––ƒ‹‡™•–ƒ‰‡•‘ˆ•‘’Š‹•–‹…ƒ–‹‘ǡ–Š‡…‘ŽŽƒ„‘”ƒ–‹˜‡
…ƒ’ƒ…‹–›‘ˆ…”‘••Ǧ‡–‡”’”‹•‡ƒƒ‰‡‡––‡ƒ•™‹ŽŽƒ–—”‡‹

© 2016 APICS 1-231 Version 4.0, 2016 Edition

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Module 1: Supply Chain Design

’”‘’‘”–‹‘–‘–Š‡‹”•–ƒ‰‡ǤŠ‡•‡–‡ƒ•™‹ŽŽ„‡„‡––‡”ƒ–•‘ˆ–•‹ŽŽ••—…Š
ƒ•„—‹Ž†‹‰…‘•‡•—•ƒ•™‡ŽŽƒ•™‹–Š–Š‡–‡…Š‘Ž‘‰‹‡•‹˜‘Ž˜‡†ǤŠ‹•
ƒ–—”‹–›…ƒ‘–„‡‰ƒ‹‡†‡š…‡’––Š”‘—‰Š‡š’‡”‹‡…‡Ǣ…‘•‡“—‡–Ž›ǡ
•—’’Ž›…Šƒ‹•…ƒ‘–•‹’•–ƒ‰‡•Ǥ

Š‡Š‹‰Š‡”–Š‡…‘ŽŽƒ„‘”ƒ–‹˜‡…ƒ’ƒ…‹–›ǡ–Š‡‰”‡ƒ–‡”–Š‡†‡ƒ†ˆ‘”‘”‡
‡ƒ„Ž‹‰–‡…Š‘Ž‘‰›ƒ†‡™’”‘…‡••‡•Ǥ‡…‘‰‹œ‹‰ƒ†”‡•’‘†‹‰
–‘–Š‹•†‡ƒ††”‹˜‡•ˆ—”–Š‡”…‘ŽŽƒ„‘”ƒ–‹‘Ǥ–ƒ›„‡–Šƒ––Š‡‡š–
‘’’‘”–—‹–›ˆ‘”…‘ŽŽƒ„‘”ƒ–‹‘Ž‹‡•„‡›‘†Ž‹‹‰–Š‡‡–™‘”ƒ†™‹ŽŽ
‘Ž›„‡…Ž‡ƒ”™Š‡‘”‡…‘’ƒ‹‡•Šƒ˜‡”‡ƒ…Š‡†–Š‡ˆ‘—”–Š•–ƒ‰‡Ǥ

Supply chain ˜‘Ž˜‹‰ˆ”‘ƒ–ƒ‰‡͵–‘ƒ–ƒ‰‡Ͷ…‘’ƒ›„‡‰‹•™‹–Š–‘’
network ƒƒ‰‡‡–ǯ•†‡…‹†‹‰–‘’‡”‹–‡š…Šƒ‰‡‘ˆ’‡”–‹‡–‹ˆ‘”ƒ–‹‘
optimization ƒ…”‘••–Š‡•—’’Ž›…Šƒ‹ǤŠ‡•–ƒ”–‹‰’‘‹–ˆ‘”‰‡––‹‰–‘–ƒ‰‡Ͷ‹•‘ˆ–‡
strategy
‘‡’ƒ”–‡”•Š‹’–Šƒ–’‘‹–•–Š‡™ƒ›–‘™ƒ”†–Š‡…‘’Ž‡–‡Ž›‡–™‘”‡†
•›•–‡Ǥ–‡”ƒŽ”‡•‹•–ƒ…‡–‘…Šƒ‰‡—•–„‡„”‘‡†‘™ǤŽ›–Š‡
…ƒ–Š‡…‘’ƒ›ƒ’’”‘ƒ…Š’”‘•’‡…–‹˜‡’ƒ”–‡”•™‹–Šƒ‹–‡”Ǧ‡–‡”’”‹•‡
•–”ƒ–‡‰›Ǥˆ‘–Š‡”’”‘•’‡…–‹˜‡‡„‡”•ƒ”‡ƒŽ•‘™‹ŽŽ‹‰–‘‡š’Ž‘”‡
…‘ŽŽƒ„‘”ƒ–‹‘ǡ–Š‡›‡•–ƒ„Ž‹•Šƒ–‡…Š‹…ƒŽ‹ˆ”ƒ•–”—…–—”‡Ǥ

–”ƒ–‡‰›‹••‡–‹•‡˜‡”ƒŽ•–‡’•ǣ
ͳǤ ‡–‡”‹‡–Š‡‰‘ƒŽ•ƒ††‡•‹”‡†‡†•–ƒ–‡‘ˆ–Š‡•—’’Ž›…Šƒ‹Ǥ
ʹǤ ”‡ƒ–‡…”‘••Ǧˆ—…–‹‘ƒŽƒ†…”‘••Ǧ„—•‹‡••–‡ƒ•Ǥ
͵Ǥ ”‰ƒ‹œ‡–Š‡•—’’Ž›…Šƒ‹ǯ•‘’‡”ƒ–‹‘ƒŽ’”‘…‡••‡•ƒ†ǯ•‹••‹‘Ǥ
ͶǤ ‡•‹‰‹…Šƒ‰‡ƒƒ‰‡‡–ƒ†–”ƒ‹‹‰™‹–Š•–”‹‰‡–
–‹‡–ƒ„Ž‡•ˆ‘”ƒŽŽ’ƒ”–‹‡•Ǥ‡ƒ•—”‡”‡•—Ž–•ƒ†’”‘˜‹†‡ˆ‡‡†„ƒ…Ǥ
ͷǤ ”‡ƒ–‡ƒ…‘…‡’–—ƒŽ‘†‡Ž–Šƒ–™‹ŽŽƒ†‡“—ƒ–‡Ž›‡š’Žƒ‹–Š‡’”‘…‡••
ƒ†ƒŽŽ‘ˆ‹–•‡Ž‡‡–•Ǥ
͸Ǥ •–ƒ„Ž‹•Š–‡…Š‹…ƒŽ‹ˆ”ƒ•–”—…–—”‡Ǥ

‡…ƒ—•‡…”‘••Ǧˆ—…–‹‘ƒŽ‘”ƒ†Š‘…–‡ƒ•™‹ŽŽ„‡ƒ‹‰‘”‡
†‡…‹•‹‘•ǡƒ…—Ž–—”‡•Š‹ˆ–ƒ†ƒ•Š‹ˆ–‹‹†‹˜‹†—ƒŽ‡’Ž‘›‡‡•‹ŽŽ•‡–•
—•–‘……—”Ǥ—’’Ž›…Šƒ‹‡–™‘”‘’–‹‹œƒ–‹‘”‡“—‹”‡•–Šƒ–
…‡–”ƒŽ‹œ‡†ƒ††‡…‡–”ƒŽ‹œ‡†ƒ’’”‘ƒ…Š‡•„‡‹š‡†–‘‘’–‹‹œ‡–Š‡
†‡…‹•‹‘Ǧƒ‹‰’”‘…‡••Ǥ‡ƒ•’‡”ˆ‘”…‘ŽŽƒ„‘”ƒ–‹˜‡…‡–”ƒŽ‹œ‡†
’Žƒ‹‰ǡ„—–‡š‡…—–‹‘™‹ŽŽ„‡†‡…‡–”ƒŽ‹œ‡†Ǥ—Ž–‹’Ž‡ƒƒ‰‡‡–
Ž‡˜‡Ž•…”‡ƒ–‡‹–‡‰”ƒ–‡†‘”‰ƒ‹œƒ–‹‘ƒŽ•–”—…–—”‡•Ǥ

”‰ƒ‹œƒ–‹‘•™‹•Š‹‰–‘ˆ‘”ƒ•–”ƒ–‡‰›–‘‰‡––‘–Š‡‡š–•–ƒ‰‡ˆ‹”•–
‡‡†–‡ƒ•–‘•–ƒ›ƒ„”‡ƒ•–‘ˆ•—’’Ž›…Šƒ‹–‡…Š‘Ž‘‰›†‡˜‡Ž‘’‡–•Ǥ
Š‹•–Š‹‹‰•Š‘—Ž†‹…Ž—†‡Š‘™‹–™‘—Ž†„‡‡ˆ‹––Š‡‹ˆ–Š‡›Šƒ†‹–ƒ•
™‡ŽŽƒ•‹ˆƒ…‘’‡–‹–‘”Šƒ†‹–ˆ‹”•–Ǥ‡…‘†ǡ‘”‰ƒ‹œƒ–‹‘•™‹•Š‹‰–‘
‘˜‡–‘ƒ‹–‡”Ǧ‡–‡”’”‹•‡•–”ƒ–‡‰›—•–„—‹Ž†ƒ™‹†‡ƒ††‡‡’

© 2016 APICS 1-232 Version 4.0, 2016 Edition

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 Section B: Design the Supply Chain

‘™Ž‡†‰‡„ƒ•‡‘ˆƒŽŽ‡„‡”•‘ˆ–Š‡•—’’Ž›…Šƒ‹‡–™‘”ǤŠ‹”†ǡ
–‡ƒǦ„—‹Ž†‹‰–”ƒ‹‹‰•Š‘—Ž†•–”‡••ƒŠ‘Ž‹•–‹…˜‹‡™’‘‹–Ǣ–Šƒ–‹•ǡ–Š‡›
•Š‘—Ž†–Š‹‘ˆƒŽŽ‡„‡”•‘ˆ–Š‡•—’’Ž›…Šƒ‹ƒ•‹ˆ–Š‡›™‡”‡ƒŽŽ‹
–Š‡•ƒ‡Ž‹ˆ‡„‘ƒ–ǤŠ‡…”‘••Ǧˆ—…–‹‘ƒŽ–‡ƒ•…‘‡ˆ”‘†‹ˆˆ‡”‡–
ƒ–‹‘ƒŽ‹–‹‡•ƒ†…—Ž–—”‡•ǡ•—’’Ž›…Šƒ‹ƒƒ‰‡”•ƒ›‡‡†–‘‡†—…ƒ–‡
–‡ƒ‡„‡”•–‘•Š‘™’”‘’‡”•‡•‹–‹˜‹–›–‘…—Ž–—”ƒŽ†‹ˆˆ‡”‡…‡•Ǥ

Role of nucleus firm ‘˜‹‰ˆ”‘ƒ–ƒ‰‡ʹ…‘’ƒ›–‘ƒ–ƒ‰‡͵…‘’ƒ›ǡ‘”ˆ”‘ƒ–ƒ‰‡
and cross-functional ͵…‘’ƒ›–‘ƒ–ƒ‰‡Ͷ…‘’ƒ›ǡ‹•‘ˆ–‡ˆƒ…‹Ž‹–ƒ–‡†„›ƒ—…Ž‡—•ˆ‹”
teams ȋƒŽ•‘…ƒŽŽ‡†ƒ‘”…Š‡•–”ƒ–‘”ˆ‹”‘”…Šƒ‡Žƒ•–‡”ȌǤ‡…ƒ—•‡–Š‡
—…Ž‡—•ˆ‹”‹•‘•–Ž‹‡Ž›–Š‡„‡•–Ǧ‘™ƒ‡‹–Š‡’ƒ”–‡”•Š‹’‘”
Šƒ•‹–•ƒ‡‘–Š‡’”‘†—…–•ǡ‹–‹•—Ž–‹ƒ–‡Ž›”‡•’‘•‹„Ž‡ˆ‘”…—•–‘‡”
•ƒ–‹•ˆƒ…–‹‘ǤŠ‡”‡ˆ‘”‡ǡ–Š‡—…Ž‡—•ˆ‹”™‹ŽŽ…Šƒ’‹‘–Š‡…ƒ—•‡ǡ
…‘–ƒ…–’‘–‡–‹ƒŽ’ƒ”–‡”•ǡ’‡”ˆ‘”ƒ–‡…Š‘Ž‘‰›ƒ—†‹–ǡƒ†ˆ‘”–‡ƒ•
™‹–Š“—ƒŽ‹ˆ‹‡†’ƒ”–‡”•ƒ…”‘••„‘–Šˆ—…–‹‘ƒŽƒ†‡–‡”’”‹•‡
„‘—†ƒ”‹‡•ǤŠ‹•ˆ‹”—•–ƒŽ•‘‡ƒ•—”‡ǡ‘‹–‘”ǡƒ†ƒƒ‰‡–Š‡
•—’’Ž›…Šƒ‹ƒ…”‘••…‘’ƒ‹‡•–‘ƒ‡‹–ƒ’’‡ƒ”•‡ƒŽ‡••Ǥ

‘‘…”‘••Ǧˆ—…–‹‘ƒŽƒ†…”‘••Ǧ„—•‹‡••–‡ƒ•ˆ‘”‡†–‘•—’’‘”–
ƒ•—’’Ž›…Šƒ‹ƒƒ‰‡‡–‹‹–‹ƒ–‹˜‡‹…Ž—†‡–Š‡ˆ‘ŽŽ‘™‹‰Ǥ

i Executive team. Š‡‡š‡…—–‹˜‡–‡ƒŽ‡†„›–Š‡—…Ž‡—•ˆ‹”•‡–•

–Š‡’ƒ…‡ƒ†•–”ƒ–‡‰‹…‰‘ƒŽ•ˆ‘”…‘ŽŽƒ„‘”ƒ–‹‘ƒ†‡šƒ‹‡•—–—ƒŽ
•–”ƒ–‡‰‹‡•ˆ‘”ƒ”‡–’‡‡–”ƒ–‹‘Ǥ

i Technology team. Š‡–‡…Š‘Ž‘‰›–‡ƒ‡šƒ‹‡•”‡“—‹”‡‡–•

ˆ‘”†ƒ–ƒ„ƒ•‡•ǡ‡–™‘”‹‰ǡ•‘ˆ–™ƒ”‡ǡƒ†…‘ˆ‹‰—”ƒ–‹‘ǡ‡•’‡…‹ƒŽŽ›
ƒ•”‡‰ƒ”†•…‘—‹…ƒ–‹‘•ƒ†•‡…—”‹–›ˆ‘”•ƒˆ‡…‘ŽŽƒ„‘”ƒ–‹‘Ǥ–
•Š‘—Ž†„‡–Š‡ˆ‹”•––‡ƒˆ‘”‡†ǡ„‡…ƒ—•‡–Š‡–‡ƒ—•–ƒ‰”‡‡‘
‡–Š‘†•‘ˆ…‘‡…–‹‰•›•–‡•ƒ†ƒ‡–Š‡•‡…‘‡…–‹‘•„‡ˆ‘”‡
‘–Š‡”–‡ƒ•’”‘‰”‡••’ƒ•––Š‡…‘…‡’–—ƒŽ•–ƒ‰‡‘ˆ‡–™‘”
’Žƒ‹‰ǤŠ‡–‡…Š‘Ž‘‰›–‡ƒ™‘”•™‹–Š–Š‡‘–Š‡”–‡ƒ•–‘ˆ‹†
–›’‡•‘ˆ‹ˆ‘”ƒ–‹‘–Šƒ–™‘—Ž†„—‹Ž†—–—ƒŽƒ†˜ƒ–ƒ‰‡ǤŠ‡›
ƒƒŽ›œ‡‡š‹•–‹‰•›•–‡•–‘†‡–‡”‹‡ƒ…–‹‘•–‘•—’’‘”–•–”ƒ–‡‰‹…
‰‘ƒŽ•Ǥ

i Buying team. Š‹•–‡ƒ‡šƒ‹‡•Ž‡˜‡”ƒ‰‹‰…‘„‹‡†‡–™‘”
’—”…Šƒ•‹‰ǡ’”‘…—”‡‡–ǡƒ†•‘—”…‹‰•–”ƒ–‡‰‹‡•Ǥ

i Making team. Š‡ƒ‹‰–‡ƒ‡šƒ‹‡•…‘ŽŽƒ„‘”ƒ–‹˜‡
‹’”‘˜‡‡–•–‘ƒ—ˆƒ…–—”‹‰Ǥ‡„‡”•ƒ›ˆ‡‡Ž–Šƒ––Š‡‹”
’”‘…‡••‹•ƒŽ”‡ƒ†›‘’–‹ƒŽǡƒ†‹…”‡‡–ƒŽ•–‡’•—•–„‡–ƒ‡–‘
•Š‘™–Š‡„‡‡ˆ‹–•‘ˆ’”‘†—…–‹‘…‘ŽŽƒ„‘”ƒ–‹‘Ǥ


© 2016 APICS 1-233 Version 4.0, 2016 Edition

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Module 1: Supply Chain Design

i Selling team. Š‡•‡ŽŽ‹‰–‡ƒ‡šƒ‹‡•ƒ”‡–‹‰ǡ•ƒŽ‡•ǡƒ†

…—•–‘‡”•‡”˜‹…‡•›‡”‰‹‡•–‘”‡†—…‡…›…Ž‡–‹‡•ƒ†‘’–‹‹œ‡
‘”†‡”ˆ—Žˆ‹ŽŽ‡–ƒ†•ƒˆ‡–›•–‘…Ǥƒ…Š’ƒ”–‡”ǯ•…—•–‘‡”„ƒ•‡
ƒ†•‡‰‡–•”‡˜‡ƒŽ’‘–‡–‹ƒŽˆ‘”…”‘••Ǧ•‡ŽŽ‹‰Ǥ

i Inventory team. Š‡‹˜‡–‘”›–‡ƒ†‡–‡”‹‡•‘’–‹ƒŽ–‘–ƒŽ
‹˜‡–‘”›ƒ†‹˜‡–‘”›–—”‘˜‡”–‘•Š‘™–Š‡„‡‡ˆ‹–•‘ˆ
…‘ŽŽƒ„‘”ƒ–‹‘Ǥ

i Delivery team. Š‡†‡Ž‹˜‡”›–‡ƒ‡šƒ‹‡•–‘–ƒŽ•’ƒ…‡ƒ‰ƒ‹•–
ƒ…–—ƒŽ‹˜‡–‘”›ǤŠ‡–‡ƒ„—‹Ž†•ƒ…‘•‡•—•‘Ž‘‰‹•–‹…•„‡•–
’”ƒ…–‹…‡•ǡ–‘–ƒŽƒ••‡–—•‡ǡ—•‡‘ˆ —•–Ǧ‹Ǧ‹‡ȋ Ȍ‘”‘–Š‡”
‹˜‡–‘”›•–”ƒ–‡‰‹‡•ǡƒ†‡–™‘”•ƒˆ‡–›•–‘…•Ǥ

š–‡”ƒŽ”‡Žƒ–‹‘•Š‹’•™‹ŽŽ•–ƒ”–‘—–™‹–Š…‘ŽŽƒ„‘”ƒ–‹‘‡‡–‹‰•ǡ
ˆ‘ŽŽ‘™‡†„›’ƒ”–‹ƒŽ‘”’‹Ž‘–‡†‡ƒ˜‘”•ǡƒ†™‹ŽŽ‘˜‡ˆ‘”™ƒ”†‘Ž›
™Š‡–Š‡–‡…Š‹…ƒŽˆ‘—†ƒ–‹‘•ƒ”‡‹’Žƒ…‡ƒ†‡ƒ…Š’ƒ”–›‹•‰‹˜‡
”‡ƒ•‘•–‘–”—•––Š‡‘–Š‡”•Ǥ

…‡–Š‡‹‹–‹ƒŽ…‘‡…–‹˜‹–›’”‘Œ‡…–‹•…‘’Ž‡–‡ǡ–Š‡‡–™‘”‹•ƒ––Š‡
„‡‰‹‹‰‘ˆ–ƒ‰‡͵ǤŠ‡”‡ƒˆ–‡”ǡ–Š‡–‡ƒ•™‘”–‘™ƒ”†…‘–‹—‘—•
‹’”‘˜‡‡–Ǥ––ƒ‰‡Ͷǡ–‡ƒ••‡‡–Š‡”‡•—Ž–•‘ˆ–Š‡‹”Žƒ„‘”ǡƒ•”‡ƒŽǦ
–‹‡‡–™‘”…‘—‹…ƒ–‹‘•ƒ”‡ƒ…–‹˜‡Ž›—•‡†„›ƒŽŽ…”‘••Ǧˆ—…–‹‘ƒŽ
–‡ƒ•Ǥ

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 Section B: Design the Supply Chain

Progress Check
Š‡ˆ‘ŽŽ‘™‹‰“—‡•–‹‘•ƒ”‡‹…Ž—†‡†ƒ••–—†›ƒ‹†•ƒ†ƒ›‘–ˆ‘ŽŽ‘™–Š‡ˆ‘”ƒ–—•‡†ˆ‘”
“—‡•–‹‘•‹–Š‡‡šƒ‹ƒ–‹‘Ǥ ‡ƒ†‡ƒ…Š“—‡•–‹‘ƒ†”‡•’‘†‹–Š‡•’ƒ…‡’”‘˜‹†‡†Ǥ
•™‡”•ƒ†’ƒ‰‡”‡ˆ‡”‡…‡•ƒ’’‡ƒ”‘–Š‡’ƒ‰‡ˆ‘ŽŽ‘™‹‰–Š‡’”‘‰”‡••…Š‡…“—‡•–‹‘•Ǥ

ͳǤ Šƒ–ˆƒ…–‘”••Š‘—Ž†„‡–ƒ‡‹–‘…‘•‹†‡”ƒ–‹‘™Š‡†‡•‹‰‹‰ƒ•—’’Ž›…Šƒ‹ǫ
ȋ Ȍ ƒǤ ˜‡–‘”›Ž‘…ƒ–‹‘ƒ†Ž‡˜‡Ž•
ȋ Ȍ „Ǥ ‡–™‘”…‘ˆ‹‰—”ƒ–‹‘
ȋ Ȍ …Ǥ ”‘†—…–†‡•‹‰
ȋ Ȍ †Ǥ ŽŽ‘ˆ–Š‡ƒ„‘˜‡

ʹǤ ”—‡‘”ˆƒŽ•‡ǫ–Š‡‹†‡ƒŽ•—’’Ž›…Šƒ‹ǡ’”‘†—…–†‡•‹‰‹•„‡•–ƒƒ‰‡†„›–Š‡‡‰‹‡‡”‹‰
†‡’ƒ”–‡–™‹–Š‘—–‹’—–ˆ”‘‘–Š‡”ˆ—…–‹‘•Ǥ
ȋ Ȍ ”—‡
ȋ Ȍ ƒŽ•‡

͵Ǥ ‰‹Ž‹–›‹•ƒ‘†‡Ž‡–”‹…ǤŠƒ–†‘‡•‹–”‡ˆ‡”–‘ǫ
ȋ Ȍ ƒǤ —’’Ž›…Šƒ‹ǯ•ƒ„‹Ž‹–›–‘“—‹…Ž›„‘—…‡„ƒ…ˆ”‘’”‹…‡‹…”‡ƒ•‡•„›•—’’Ž‹‡”•
ȋ Ȍ „Ǥ —’’Ž›…Šƒ‹ǯ•ƒ„‹Ž‹–›–‘”‡•’‘†–‘—’Žƒ‡††‡…”‡ƒ•‡•‹…—•–‘‡”‘”†‡”•
ȋ Ȍ …Ǥ —’’Ž›…Šƒ‹ǯ•ƒ„‹Ž‹–›–‘†‡˜‡Ž‘’…‘’‡–‹–‹˜‡•ƒŽ‡••–”ƒ–‡‰‹‡•
ȋ Ȍ †Ǥ —’’Ž›…Šƒ‹ǯ•ƒ„‹Ž‹–›–‘…‘’Ž‡–‡ƒ…—•–‘‡”‘”†‡”

ͶǤ †‡•‹‰–‡ƒ‘†‹ˆ‹‡•ƒ‡š‹•–‹‰…Ž‘–Š‹‰Ž‹‡„›ƒ‹‰–Š‡„—––‘•—•‡†‘‘‡‹–‡
™‘”ˆ‘”ƒŽŽ–Š‡‘–Š‡”‹–‡•ǤŠ‹•‡š‡’Ž‹ˆ‹‡•™Š‹…Š‘ˆ–Š‡ˆ‘ŽŽ‘™‹‰ǫ
ȋ Ȍ ƒǤ –‡‰”ƒŽ†‡•‹‰
ȋ Ȍ „Ǥ ‘’‘‡–…‘‘ƒŽ‹–›
ȋ Ȍ …Ǥ ‡•‹‰ˆ‘”Ž‘‰‹•–‹…•
ȋ Ȍ †Ǥ ƒ••…—•–‘‹œƒ–‹‘

ͷǤ ‘–‘”…›…Ž‡ƒ—ˆƒ…–—”‡””‡†‡•‹‰•ƒŽ‹‡‘ˆ„‹‡•–‘ƒŽŽ‘™…—•–‘‡”•–‘’—––‘‰‡–Š‡”ƒ
˜ƒ”‹‡–›‘ˆ‰ƒ•–ƒ•–›Ž‡•ǡˆ‡†‡”•ǡ‘–‘”•ǡƒ†™Š‡‡Ž•–‘…”‡ƒ–‡‘†‡Ž•ˆ‘”†‹ˆˆ‡”‡–
’—”’‘•‡•ǤŠ‹•‡š‡’Ž‹ˆ‹‡•™Š‹…Š‘ˆ–Š‡ˆ‘ŽŽ‘™‹‰ǫ
ȋ Ȍ ƒǤ –‡‰”ƒŽ†‡•‹‰
ȋ Ȍ „Ǥ ‘’‘‡–…‘‘ƒŽ‹–›
ȋ Ȍ …Ǥ ‡•‹‰ˆ‘”Ž‘‰‹•–‹…•
ȋ Ȍ †Ǥ ƒ••…—•–‘‹œƒ–‹‘

͸Ǥ …‘’ƒ›ƒ—ˆƒ…–—”‹‰ƒ’”‘†—…–…‘–ƒ‹‹‰Šƒœƒ”†‘—•ƒ–‡”‹ƒŽ•”‡†‡•‹‰•–Š‡
’ƒ…ƒ‰‹‰•‘–Šƒ––Š‡•ƒ‡„‘š…‘–ƒ‹‹‰–Š‡’”‘†—…–…ƒ„‡—•‡†–‘”‡–—”–Š‡’”‘†—…––‘
–Š‡ƒ—ˆƒ…–—”‡”ǤŠ‹•‹•ƒ‡šƒ’Ž‡‘ˆ™Š‹…Š‘ˆ–Š‡ˆ‘ŽŽ‘™‹‰ǫ
ȋ Ȍ ƒǤ ‘†—Žƒ”†‡•‹‰
ȋ Ȍ „Ǥ —ƒŽ‹–›ˆ—…–‹‘†‡’Ž‘›‡–
ȋ Ȍ …Ǥ –ƒ†ƒ”†‹œƒ–‹‘ȋ—‹˜‡”•ƒŽ‹–›Ȍ
ȋ Ȍ †Ǥ ‡•‹‰ˆ‘”–Š‡‡˜‹”‘‡–

© 2016 APICS 1-235 Version 4.0, 2016 Edition

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Module 1: Supply Chain Design

͹Ǥ †‡•‹‰–‡ƒ”‡†‡•‹‰•ƒŽ‹‡‘ˆ‡ǯ•ˆ‘‘–™‡ƒ”•‘–Šƒ––Š‡•–›Ž‡•ƒ†•‹œ‡•ƒ”‡ƒŽ•‘
ƒ’’”‘’”‹ƒ–‡ˆ‘”™‘‡ǤŠ‹•‹•ƒ‡šƒ’Ž‡‘ˆ™Š‹…Š‘ˆ–Š‡ˆ‘ŽŽ‘™‹‰ǫ
ȋ Ȍ ƒǤ ‘†—Žƒ”†‡•‹‰
ȋ Ȍ „Ǥ ‘’‘‡–…‘‘ƒŽ‹–›
ȋ Ȍ …Ǥ –ƒ†ƒ”†‹œƒ–‹‘ȋ—‹˜‡”•ƒŽ‹–›Ȍ
ȋ Ȍ †Ǥ ƒ••…—•–‘‹œƒ–‹‘

ͺǤ ƒ••…—•–‘‹œƒ–‹‘’”‘˜‹†‡••‡˜‡”ƒŽ„‡‡ˆ‹–•ǡ„—–‘‡–”ƒ†‡‘ˆˆ‹• 


ͻǤ ‘‡–‘–Š‡ˆ‘ŽŽ‘™‹‰•–ƒ–‡‡–ǣ‡•‹‰ˆ‘”–Š‡‡˜‹”‘‡–ƒ††•–‘’”‘†—…–…‘•–ƒ†
’”‘˜‹†‡•‘„‡‡ˆ‹–•‘–Š‡”–Šƒ…‘’Ž‹ƒ…‡™‹–Š”‡‰—Žƒ–‹‘•Ǥ


ͳͲǤ—’’Ž›…Šƒ‹•ƒ––ƒ‰‡̴̴̴̴̴̴̴̴̴̴̴̴‡‰ƒ‰‡‹‡Ǧ…‘‡”…‡ƒ†Šƒ˜‡ƒ—–‘ƒ–‡†ƒ†•‡ƒŽ‡••
‹ˆ‘”ƒ–‹‘•Šƒ”‹‰ǡŽ‹‡†…‘’‡–‹–‹˜‡˜‹•‹‘ǡ…‘‘„—•‹‡••‘„Œ‡…–‹˜‡•ǡƒ†ƒ›ƒŽ•‘
—•‡ Ǥ

ͳͳǤ̴̴̴̴̴̴̴̴̴̴̴̴̴̴̴̴̴̴̴̴̴̴̴̴̴̴̴̴̴̴̴̴̴̴̴̴̴̴̴̴̴̴̴̴‹•ƒˆ‹”–Šƒ––ƒ‡•–Š‡‹‹–‹ƒ–‹˜‡‹‘˜‹‰ƒ
‡š–‡†‡†•—’’Ž›…Šƒ‹‡–™‘”–‘ƒŠ‹‰Š‡”•–ƒ‰‡‘ˆ†‡˜‡Ž‘’‡–Ǥ


© 2016 APICS 1-236 Version 4.0, 2016 Edition

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 Section B: Design the Supply Chain

Progress check answers

ͳǤ †ȋ’ǤͳǦͳͺͲȌ
ʹǤ ƒŽ•‡ȋ’ǤͳǦʹͲ͵Ȍ
͵Ǥ „ȋ’ǤͳǦͳͻ͸Ȍ
ͶǤ „ȋ’ǤͳǦʹͲͻȌ
ͷǤ †ȋ’ǤͳǦʹͳ͹Ȍ
͸Ǥ †ȋ’’ǤͳǦʹʹʹȌ
͹Ǥ …ȋ’ǤͳǦʹͳͲȌ
ͺǤ ”ƒ†‡‘ˆˆ•‡–‹‘‡†‹–Š‡–‡š–ƒ”‡ȋͳȌ–Š‡…‘•–•‘ˆ‹˜‡•–‹‰‹‡“—‹’‡–ƒ†–”ƒ‹‹‰
‡…‡••ƒ”›–‘‡ƒ„Ž‡†‹•–”‹„—–‘”•–‘ƒ••‡„Ž‡–Š‡’”‘†—…–ǡȋʹȌ–Š‡’‘–‡–‹ƒŽˆ‘”ˆ”‹…–‹‘™‹–Š
†‹•–”‹„—–‘”•™Š‘†‘ǯ–™ƒ––Š‡ƒ††‡†–ƒ••ǡƒ†ȋ͵Ȍ’‘–‡–‹ƒŽˆ‘”“—ƒŽ‹–›‹••—‡•‹ˆ
ƒ••‡„Ž‡”•ƒ”‡’‘‘”Ž›–”ƒ‹‡†‘”†‡•‹‰•ˆƒ‹Ž–‘ƒ‡ƒ••‡„Ž›ˆ‘‘Ž’”‘‘ˆǤȋ’ǤͳǦʹͳͺȌ
ͻǤ •‹†‡ˆ”‘…‘’Ž‹ƒ…‡™‹–Š”‡‰—Žƒ–‹‘•ƒ†‹’”‘˜‹‰–Š‡ƒ–—”ƒŽ‡˜‹”‘‡–ˆ‘”
‡˜‡”›‘‡ǯ•„‡‡ˆ‹–ǡ†‡•‹‰ˆ‘”–Š‡‡˜‹”‘‡–‡„‘†‹‡•ƒ’”‹…‹’ƒŽ”—Ž‡‘ˆ•—’’Ž›…Šƒ‹
ƒƒ‰‡‡–ǡ™Š‹…Š‹•–‘†‡•‹‰ǡ’”‘†—…‡ǡƒ†ƒ”‡–’”‘†—…–•™‹–Š–Š‡‡–‹”‡’”‘†—…–Ž‹ˆ‡
…›…Ž‡‹‹†Ǥƒ††‹–‹‘ǡ†‡•‹‰ˆ‘”–Š‡‡˜‹”‘‡–…ƒ‡Šƒ…‡–Š‡…‘’ƒ›ǯ•
”‡’—–ƒ–‹‘ƒ†‰‘‘†™‹ŽŽǢƒ†‡š’ƒ†–Š‡ƒ”‡–ˆ‘”–Š‡’”‘†—…–„›ƒ’’‡ƒŽ‹‰–‘
‡˜‹”‘‡–ƒŽŽ›…‘•…‹‘—•…—•–‘‡”•Ǥȋ’’ǤͳǦʹʹʹȌ
ͳͲǤ Ͷǡ‡š–‡†‡†‡–‡”’”‹•‡ȋ’ǤͳǦʹ͵ͳȌ
ͳͳǤ —…Ž‡—•ˆ‹”ǡ…Šƒ‡Žƒ•–‡”ǡ‘”…Š‡•–”ƒ–‘”ˆ‹”ȋ’ǤͳǦʹ͵͵Ȍ

© 2016 APICS 1-237 Version 4.0, 2016 Edition

All rights reserved Printed on 100% post-consumer waste recycled paper.
Chapter 3: Technology Design

This chapter is designed to

i Š‘™Š‘™‹ˆ‘”ƒ–‹‘–‡…Š‘Ž‘‰›ȋȌ…ƒ”‡†—…‡ˆ”‹…–‹‘‹–Š‡
•—’’Ž›…Šƒ‹„›‡ƒ„Ž‹‰‡™•–”ƒ–‡‰‹‡•ƒ†‘’‡”ƒ–‹‘ƒŽ‡–Š‘†•
i Žƒ••‹ˆ›‹ˆ‘”ƒ–‹‘•›•–‡‹ˆ”ƒ•–”—…–—”‡ǣ†ƒ–ƒ„ƒ•‡•ǡ‡–™‘”•ǡ
•‘ˆ–™ƒ”‡ǡƒ†…‘ˆ‹‰—”ƒ–‹‘
i ‘’—–‡–Š‡”‡–—”‘‹˜‡•–‡–ȋȌˆ‘”ƒ‹‹–‹ƒ–‹˜‡
i Š‘™Š‘™ˆ‹–•‹ƒ…‘’”‡Š‡•‹˜‡•—’’Ž›…Šƒ‹ƒƒ‰‡‡–
•›•–‡‘†‡Ž
i ‹•…—••–Š‡‡‡†ˆ‘”–‹‡Ž›ƒ†ƒ……—”ƒ–‡†ƒ–ƒ
i †‡”•–ƒ†‡Ž‡…–”‘‹…„—•‹‡••ȋ‡Ǧ„—•‹‡••Ȍˆ—†ƒ‡–ƒŽ•ǡ‹…Ž—†‹‰
˜‹”–—ƒŽ‘”‰ƒ‹œƒ–‹‘•ǡ‹–‡”‡–Ǧ‡ƒ„Ž‡†•—’’Ž›…Šƒ‹•ǡ
‡Ǧ…‘‡”…‡…‘•‹†‡”ƒ–‹‘•ǡ„—•‹‡••Ǧ–‘Ǧ„—•‹‡••ȋʹȌ…‘‡”…‡ǡ
ƒ†„—•‹‡••Ǧ–‘Ǧ…‘•—‡”ȋʹȌ•ƒŽ‡•
i ’’”ƒ‹•‡‡›ƒ’’Ž‹…ƒ–‹‘–‘‘Ž•ˆ‘”–Š‡‹”—•‡‹ǡ‹…Ž—†‹‰
‡–‡”’”‹•‡”‡•‘—”…‡•’Žƒ‹‰ȋȌǡƒ†˜ƒ…‡†’Žƒ‹‰ƒ†
•…Š‡†—Ž‹‰ȋȌǡ•—’’Ž›…Šƒ‹‡˜‡–ƒƒ‰‡‡–ȋȌǡ
™ƒ”‡Š‘—•‡ƒƒ‰‡‡–•›•–‡•ȋȌǡƒ†–”ƒ•’‘”–ƒ–‹‘
ƒƒ‰‡‡–•›•–‡•ȋȌ
i ‘’ƒ”‡†ƒ–ƒƒ…“—‹•‹–‹‘ƒ†…‘—‹…ƒ–‹‘–‘‘Ž•‹…Ž—†‹‰
‹–‡”ˆƒ…‡†‡˜‹…‡•ǡ†ƒ–ƒ…‘—‹…ƒ–‹‘•‡–Š‘†•ǡƒ††ƒ–ƒ„ƒ•‡–›’‡•
i ‹•…—••–Š‡ƒ…“—‹•‹–‹‘ƒ†—•‡‘ˆ†ƒ–ƒ‹–Š‡•—’’Ž›…Šƒ‹
i šƒ‹‡–Š‡‹’ƒ…–‘ˆƒ—–‘ƒ–‹…‹†‡–‹ˆ‹…ƒ–‹‘•›•–‡•ȋȌƒ†
ƒ—–‘ƒ–‹…‹†‡–‹ˆ‹…ƒ–‹‘ƒ††ƒ–ƒ…ƒ’–—”‡ȋȌ†‡˜‹…‡•ǡ‹…Ž—†‹‰
„ƒ”…‘†‡•ǡ™ƒ”‡Š‘—•‡ƒ—–‘ƒ–‹‘ǡƒ†”ƒ†‹‘ˆ”‡“—‡…›‹†‡–‹ˆ‹…ƒ–‹‘
ȋ Ȍ
i †‡”•–ƒ†–Š‡ˆ—†ƒ‡–ƒŽ•‘ˆ‹–‡”‘”‰ƒ‹œƒ–‹‘‹–‡‰”ƒ–‹‘–‘‘Ž•
•—…Šƒ•ˆ‘”…‘ŽŽƒ„‘”ƒ–‹‘•ƒ†Œ‘‹–’”‘…‡••‡•ǡ•–ƒ†ƒ”†‹œƒ–‹‘ǡ
ƒ†Š‘™–‘‘˜‡”…‘‡…ŠƒŽŽ‡‰‡•Ǥ


Topic 1: Information Technology and Supply Chain Management
Role of IT in ‹–Š‘—––‡…Š‘Ž‘‰›ǡ–Š‡…—””‡–…‘…‡’–‘ˆ•—’’Ž›…Šƒ‹ƒƒ‰‡‡–
supply chain ™‘—Ž†‘–‡š‹•–Ǥ‡…Š‘Ž‘‰›Šƒ•ƒŽŽ‘™‡†„—•‹‡••‡•–‘‘˜‡ˆ”‘
management †‡’ƒ”–‡–Ǧ…‡–”‹…•’Š‡”‡•‘ˆ…‘–”‘Ž–‘ƒˆ‘…—•‘„—•‹‡••’”‘…‡••‡•–Šƒ–
•’ƒ•†‡’ƒ”–‡–•ƒ†‡š–‡†‡†•—’’Ž›…Šƒ‹•Ǥ•–‡…Š‘Ž‘‰›Šƒ•‡˜‘Ž˜‡†ǡ
‹–Šƒ•‡ƒ„Ž‡†‹…”‡ƒ•‹‰Ž›…‘’Ž‡š„—•‹‡•••–”ƒ–‡‰‹‡•ǡ‡–”‹…•ǡƒ†
ƒƒŽ›•‹•ǡ™Š‹…Š‹–—”Šƒ˜‡•’‡†—’–Š‡’ƒ…‡‘ˆ„—•‹‡••ƒ†‰‹˜‡
„—•‹‡••ƒ‰Ž‘„ƒŽ”‡ƒ…ŠǤ‡…Š‘Ž‘‰›‹•“—‹…Ž›„‡…‘‹‰ƒ™‘”Ž†Ǧ…Žƒ••

© 2016 APICS 1-238 Version 4.0, 2016 Edition

All rights reserved Printed on 100% post-consumer waste recycled paper.
 Section B: Design the Supply Chain

’‡”ˆ‘”ƒ…‡‡ƒ„Ž‡”„‡…ƒ—•‡‹–Š‡Ž’•‹–‡”…‘‡…––Š‡‡›‡Ž‡‡–•‘ˆƒ
˜ƒŽ—‡Ǧ†”‹˜‡‡–™‘”Ǥ

—•–‘‡”•ƒ†•—’’Ž‹‡”•‘™‡š’‡…–ˆƒ•–ƒ†‹ˆ‘”‡†”‡•’‘•‡•–‘
“—‡•–‹‘•ƒ†”‡ƒŽǦ–‹‡˜‹•‹„‹Ž‹–›‹–‘‡˜‡–•ǡƒ”‡–‹–‡ŽŽ‹‰‡…‡ǡƒ†
’‘‹–Ǧ‘ˆǦ•ƒŽ‡–”ƒ•ƒ…–‹‘•Ǥ‡––‡”‘™Ž‡†‰‡‘ˆ†‡ƒ†Šƒ•ƒŽŽ‘™‡†ȋƒ†
”‡“—‹”‡†Ȍ’”‘†—…–Ž‹ˆ‡…›…Ž‡•–‘•Š”‹Ǥ ƒ•–‡”Ž‹ˆ‡…›…Ž‡•‡ƒ–Šƒ–’”‘†—…–•
ƒ›‡–‡”‰”‘™–Šƒ†ƒ–—”‹–›ˆƒ•–‡”ǡ™Š‹…Š™‹ŽŽ•’‡‡†–Š‡–‹‡–‘
’”‘ˆ‹–ƒ„‹Ž‹–›ǡ„—–…‘˜‡”•‡Ž›‹–ƒ›ƒŽ•‘‡ƒ’”‘†—…–•‡–‡”†‡…Ž‹‡•‘‘‡”
ƒ†‡‡†–‘„‡”‡’Žƒ…‡†ǡ‡ƒ‹‰–Šƒ–‘”‰ƒ‹œƒ–‹‘•—•–„‡‹…”‡ƒ•‹‰Ž›
ˆŽ‡š‹„Ž‡ǤŠ‡”‡ˆ‘”‡ǡ…—””‡––‡…Š‘Ž‘‰›‹•‘™ƒ„ƒ””‹‡”–‘‡–”›ˆ‘”
„—•‹‡••‡•Ǣ‰”‡ƒ––‡…Š‘Ž‘‰›‹•ƒ•‘—”…‡‘ˆ…‘’‡–‹–‹˜‡ƒ†˜ƒ–ƒ‰‡Ǥ

Š‡APICS Dictionary,ͳͶ–Š‡†‹–‹‘ǡ†‡ˆ‹‡•information technology
(IT)ƒ•ˆ‘ŽŽ‘™•ǣ

Š‡–‡…Š‘Ž‘‰›‘ˆ…‘’—–‡”•ǡ–‡Ž‡…‘—‹…ƒ–‹‘•ǡƒ†‘–Š‡”
†‡˜‹…‡•–Šƒ–‹–‡‰”ƒ–‡†ƒ–ƒǡ‡“—‹’‡–ǡ’‡”•‘‡Žǡƒ†’”‘„Ž‡
•‘Ž˜‹‰‡–Š‘†•‹’Žƒ‹‰ƒ†…‘–”‘ŽŽ‹‰„—•‹‡••ƒ…–‹˜‹–‹‡•Ǥ
ˆ‘”ƒ–‹‘–‡…Š‘Ž‘‰›’”‘˜‹†‡•–Š‡‡ƒ•ˆ‘”•–‘”‹‰ǡ‡…‘†‹‰ǡ
’”‘…‡••‹‰ǡƒƒŽ›œ‹‰ǡ–”ƒ•‹––‹‰ǡ”‡…‡‹˜‹‰ǡƒ†’”‹–‹‰–‡š–ǡ
ƒ—†‹‘ǡ‘”˜‹†‡‘‹ˆ‘”ƒ–‹‘Ǥ

‡–™‘”‹‰–‡…Š‘Ž‘‰›ƒŽ•‘’Žƒ›•ƒ…‡–”ƒŽ”‘Ž‡‹‡ƒ„Ž‹‰–Š‡
–”ƒ•‹••‹‘‘ˆ‹ˆ‘”ƒ–‹‘–Š”‘—‰Š‘—–‘”‰ƒ‹œƒ–‹‘•ƒ†ƒ‘‰
•—’’Ž›…Šƒ‹’ƒ”–‡”•Ǥ

Š‡‹ˆ‘”ƒ–‹‘•›•–‡‹ƒ•—’’Ž›…Šƒ‹‹•‘–‘Ž›ƒ…‘ŽŽ‡…–‹‘‘ˆ†ƒ–ƒǤ
information system (IS)‹•–Š‡Dz‹–‡””‡Žƒ–‡†…‘’—–‡”Šƒ”†™ƒ”‡
ƒ†•‘ˆ–™ƒ”‡ƒŽ‘‰™‹–Š’‡‘’Ž‡ƒ†’”‘…‡••‡•†‡•‹‰‡†ˆ‘”–Š‡
…‘ŽŽ‡…–‹‘ǡ’”‘…‡••‹‰ǡƒ††‹••‡‹ƒ–‹‘‘ˆ‹ˆ‘”ƒ–‹‘ˆ‘”’Žƒ‹‰ǡ
†‡…‹•‹‘Ǧƒ‹‰ǡƒ†…‘–”‘ŽdzȋAPICS DictionaryǡͳͶ–Š‡†‹–‹‘ȌǤ

Š‹•†‡ˆ‹‹–‹‘ǯ•ˆ‘…—•‘’‡‘’Ž‡ƒ†’”‘…‡••‡•‹•–Š‡‡›–‘‰‡––‹‰–Š‡
‘•–‘—–‘ˆƒ›‹ˆ‘”ƒ–‹‘•›•–‡ǣ–‡…Š‘Ž‘‰›•Š‘—Ž†ƒ—–‘ƒ–‡–Š‡
ˆŽ‘™‘ˆ‹ˆ‘”ƒ–‹‘ƒ†Š‡Ž’‡–™‘”’‡‘’Ž‡–‘‰‡–Š‡”•‘–Š‡›…ƒ•Šƒ”‡
–Š‡‹”‘™Ž‡†‰‡‡ˆˆ‹…‹‡–Ž›ƒ†‡ˆˆ‡…–‹˜‡Ž›Ǥ›—•‹‰electronic
documents, Dz–Š‡‡Ž‡…–”‘‹…”‡’”‡•‡–ƒ–‹‘‘ˆƒ†‘…—‡––Šƒ–…ƒ„‡
’”‹–‡†dzȋAPICS DictionaryǡͳͶ–Š‡†‹–‹‘Ȍǡ’‡‘’Ž‡…ƒ‡ƒ•‹Ž›•Šƒ”‡†ƒ–ƒ
ƒ†‹ˆ‘”ƒ–‹‘‘ˆ‡˜‡”›ƒ–—”‡Ǥ‡…Š‘Ž‘‰›•Š‘—Ž†Š‡Ž’ƒ—–‘ƒ–‡ǡ
…‘–”‘Žǡƒ†•–ƒ†ƒ”†‹œ‡’”‘…‡••‡••‘–Šƒ–’‡‘’Ž‡…ƒˆ‘…—•‘”‡‘–Š‡
™Š›‘ˆ–”ƒ•ƒ…–‹‘•ǡ–Š‡•‘…‹ƒŽ‡Ž‡‡–•‘ˆ–”ƒ•ƒ…–‹‘•ǡ‘”‘–Š‡
‡š…‡’–‹‘•–‘‘”ƒŽ–”ƒ•ƒ…–‹‘•Ǥ ‹ƒŽŽ›ǡ‹ˆ‘”ƒ–‹‘•›•–‡•‘–
‘Ž›Š‡Ž’–—”†ƒ–ƒ‹–‘‹ˆ‘”ƒ–‹‘„›’—––‹‰‹–‹…‘–‡š–ǡ„—––Š‡›

© 2016 APICS 1-239 Version 4.0, 2016 Edition

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Module 1: Supply Chain Design

ƒŽ•‘Š‡Ž’•Šƒ”‡ƒ†…”‡ƒ–‡‘™Ž‡†‰‡„›ˆ‹†‹‰ƒ†Š‹‰ŠŽ‹‰Š–‹‰‡™
ƒ••‘…‹ƒ–‹‘•„‡–™‡‡†ƒ–ƒǤŠ‡•‡…ƒ’ƒ„‹Ž‹–‹‡•‡’‘™‡”’‡‘’Ž‡ƒ†
’”‘…‡••‡•–‘…‘–‹—ƒŽŽ›‹’”‘˜‡Ǥ‘–Š‡”™‘”†•ǡ–Š‡‡›‹•–—”‹‰
†ƒ–ƒ‹–‘‹ˆ‘”ƒ–‹‘ƒ†–Š‡–—”‹‰–Šƒ–‹ˆ‘”ƒ–‹‘‹–‘ƒ…–‹‘Ǥ

Information Š‡†‡‰”‡‡‘ˆ‡ˆˆ‹…‹‡…›ƒ†‡ˆˆ‡…–‹˜‡‡••‘ˆƒ•—’’Ž›…Šƒ‹ǯ•ˆ—…–‹‘•
system ‹•Ž‹‹–‡†„›–Š‡˜‡Ž‘…‹–›‘ˆ‹ˆ‘”ƒ–‹‘ȋ‡ƒ•‡ƒ†•’‡‡†‹˜‘Ž˜‡†‹
architecture …”‡ƒ–‹‰ǡ…‘’‹Ž‹‰ǡ–”ƒ•ˆ‡””‹‰ǡ—†‡”•–ƒ†‹‰ǡƒƒŽ›œ‹‰ǡƒ†—•‹‰
‹ˆ‘”ƒ–‹‘ȌǤŠ‡‹ˆ‘”ƒ–‹‘•›•–‡ƒ”…Š‹–‡…–—”‡‹–”‘†—…‡†‹–Š‡
Žƒ•–…Šƒ’–‡”‹•–Š‡‡›–‘‹…”‡ƒ•‹‰–Š‡˜‡Ž‘…‹–›‘ˆ‹ˆ‘”ƒ–‹‘Ǥ

Š‡†‡ˆ‹‹–‹‘‘ˆ–Š‡‹ˆ‘”ƒ–‹‘•›•–‡ƒ”…Š‹–‡…–—”‡•–ƒ–‡†–Šƒ–‹–
•Š‘—Ž†”‡ˆŽ‡…––Š‡ƒ”…Š‹–‡…–—”‡‘ˆ–Š‡‘”‰ƒ‹œƒ–‹‘ǤŠ‹•‹’Ž‹‡•–Šƒ–‹ˆ
–Š‡‘”‰ƒ‹œƒ–‹‘™ƒ–•–‘…Šƒ‰‡‹–•„ƒ•‹…ƒ”…Š‹–‡…–—”‡ǡ•ƒ›ˆ”‘ƒ
†‡’ƒ”–‡–ˆ‘…—•–‘ƒ‡š–‡†‡†’”‘…‡••ˆ‘…—•ǡ‹–•‹ˆ‘”ƒ–‹‘•›•–‡•
ƒ”…Š‹–‡…–—”‡™‹ŽŽƒŽ•‘‡‡†–‘…Šƒ‰‡Ǥˆ‹–†‘‡•‘–ǡ‘Ž†‡”–‡…Š‘Ž‘‰›
ƒ”…Š‹–‡…–—”‡•…‘—Ž†Š‹†‡”‘”’”‡˜‡––Š‡…Šƒ‰‡•ˆ”‘•—……‡‡†‹‰Ǥ
Š‡”‡ˆ‘”‡ǡ•—’’Ž›…Šƒ‹ƒƒ‰‡”•‡‡†–‘—†‡”•–ƒ†ƒ‘”‰ƒ‹œƒ–‹‘ǯ•
‹ˆ‘”ƒ–‹‘•›•–‡ƒ”…Š‹–‡…–—”‡ƒ–ƒŠ‹‰ŠŽ‡˜‡Ž‡˜‡‹ˆ–Š‹•ƒ”…Š‹–‡…–—”‡
ƒŽ”‡ƒ†›‡š‹•–••‘–Šƒ––Š‡›…ƒ†‡–‡”‹‡‹ˆ‹–‡‡†•–‘„‡…Šƒ‰‡†‘”
—’‰”ƒ†‡†–‘ˆƒ…‹Ž‹–ƒ–‡ƒ•’‡…‹ˆ‹…•—’’Ž›…Šƒ‹•–”ƒ–‡‰›Ǥ

Š‡…‘”‡–‡…Š‘Ž‘‰‹‡•‘ˆ–Š‡‹ˆ‘”ƒ–‹‘•›•–‡ƒ”…Š‹–‡…–—”‡…ƒ„‡
•—ƒ”‹œ‡†ƒ•†ƒ–ƒ„ƒ•‡•ƒ†–Š‡‹”ƒƒ‰‡‡–•›•–‡•ǡ‡–™‘”•ǡ
•‘ˆ–™ƒ”‡ǡƒ†…‘ˆ‹‰—”ƒ–‹‘Ǥƒ…Š‘ˆ–Š‡•‡‹ˆ‘”ƒ–‹‘•›•–‡
ƒ”…Š‹–‡…–—”‡…‘’‘‡–•‹•†‹•…—••‡†„”‹‡ˆŽ›Ǥ

Database and Š‡…‘”‡‘ˆ‹ˆ‘”ƒ–‹‘•›•–‡ƒ”…Š‹–‡…–—”‡‹•–Š‡†ƒ–ƒ„ƒ•‡ǡ™Š‹…Š‹•ƒ
database •–”—…–—”‡†”‡’‘•‹–‘”›‘ˆ†ƒ–ƒ•‡”˜‹‰ƒ•’‡…‹ˆ‹…‡‡†ǡ•—…Šƒ•ƒ
management –”ƒ•ƒ…–‹‘”‡…‘”†‘”‡’Ž‘›‡‡ˆ‹Ž‡ǤŠ‡•›•–‡•ƒ”‡—•‡†ǡ–Š‡›
’”‘˜‹†‡ƒ’”‡Ǧ„—‹Ž–†ƒ–ƒ„ƒ•‡•–”—…–—”‡–Šƒ–…ƒ„‡Ž‡˜‡”ƒ‰‡†Ǥƒ–ƒ„ƒ•‡•
”‡“—‹”‡ƒdatabase management system (DBMS), ™Š‹…Š‹•†‡ˆ‹‡†„›
–Š‡APICS DictionaryǡͳͶ–Š‡†‹–‹‘ǡƒ•ˆ‘ŽŽ‘™•ǣ

‘ˆ–™ƒ”‡†‡•‹‰‡†ˆ‘”‘”‰ƒ‹œ‹‰†ƒ–ƒƒ†’”‘˜‹†‹‰–Š‡‡…Šƒ‹•
ˆ‘”•–‘”‹‰ǡƒ‹–ƒ‹‹‰ǡƒ†”‡–”‹‡˜‹‰–Šƒ–†ƒ–ƒ‘ƒ’Š›•‹…ƒŽ
‡†‹—ȋ‹Ǥ‡Ǥǡƒ†ƒ–ƒ„ƒ•‡ȌǤ•‡’ƒ”ƒ–‡•†ƒ–ƒˆ”‘–Š‡
ƒ’’Ž‹…ƒ–‹‘’”‘‰”ƒ•ƒ†’‡‘’Ž‡™Š‘—•‡–Š‡†ƒ–ƒƒ†’‡”‹–•
ƒ›†‹ˆˆ‡”‡–˜‹‡™•‘ˆ–Š‡†ƒ–ƒǤ

‡Žƒ–‡†–‡”‹‘Ž‘‰›‹…Ž—†‡•data manipulation languageȋ‡Ǥ‰Ǥǡ
•–”—…–—”‡†“—‡”›Žƒ‰—ƒ‰‡ȏȐȌǡ™Š‹…Š‹•–Š‡Žƒ‰—ƒ‰‡—•‡†–‘“—‡”›
ƒ†ƒ‹’—Žƒ–‡ƒ†ƒ–ƒ„ƒ•‡ǡƒ†data dictionary,™Š‹…Š‹•DzȋͳȌƒ…ƒ–ƒŽ‘‰
‘ˆ”‡“—‹”‡‡–•ƒ†•’‡…‹ˆ‹…ƒ–‹‘•ˆ‘”ƒ‹ˆ‘”ƒ–‹‘•›•–‡ǢȋʹȌƒˆ‹Ž‡

© 2016 APICS 1-240 Version 4.0, 2016 Edition

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 Section B: Design the Supply Chain

–Šƒ–•–‘”‡•ˆƒ…–•ƒ„‘—––Š‡ˆ‹Ž‡•ƒ††ƒ–ƒ„ƒ•‡•ˆ‘”ƒŽŽ•›•–‡•–Šƒ–ƒ”‡
…—””‡–Ž›„‡‹‰—•‡†‘”ˆ‘”–Š‡•‘ˆ–™ƒ”‡‹˜‘Ž˜‡†dzȋAPICS Dictionaryǡ
ͳͶ–Š‡†‹–‹‘ȌǤ‡–ƒ‹Ž•‘ˆ†ƒ–ƒ„ƒ•‡–›’‡•ƒ”‡’”‘˜‹†‡†Žƒ–‡”‹–Š‹•…Šƒ’–‡”Ǥ

Networks Š‡APICS Dictionary,ͳͶ–Š‡†‹–‹‘ǡ†‡ˆ‹‡•ƒnetworkƒ•ˆ‘ŽŽ‘™•ǣDz–Š‡
‹–‡”…‘‡…–‹‘‘ˆ…‘’—–‡”•ǡ–‡”‹ƒŽ•ǡƒ†…‘—‹…ƒ–‹‘•…Šƒ‡Ž•
–‘ˆƒ…‹Ž‹–ƒ–‡ˆ‹Ž‡ƒ†’‡”‹’Š‡”ƒŽ†‡˜‹…‡•Šƒ”‹‰ƒ•™‡ŽŽƒ•‡ˆˆ‡…–‹˜‡†ƒ–ƒ
…‘—‹…ƒ–‹‘Ǥdz‹ƒ‰‡„‡–™‡‡…‘’—–‡”•ƒ†•‡”˜‡”•‹•—•—ƒŽŽ›
–Š”‘—‰ŠƒŽ‘…ƒŽƒ”‡ƒ‡–™‘”ȋȌǤŠ‡Dictionary•–ƒ–‡•–Šƒ–ƒLAN‹•Dzƒ
Š‹‰ŠǦ•’‡‡††ƒ–ƒ…‘—‹…ƒ–‹‘•›•–‡ˆ‘”Ž‹‹‰…‘’—–‡”–‡”‹ƒŽ•ǡ
’”‘‰”ƒ•ǡ•–‘”ƒ‰‡ǡƒ†‰”ƒ’Š‹…†‡˜‹…‡•ƒ–—Ž–‹’Ž‡™‘”•–ƒ–‹‘•
†‹•–”‹„—–‡†‘˜‡”ƒ”‡Žƒ–‹˜‡Ž›•ƒŽŽ‰‡‘‰”ƒ’Š‹…ƒ”‡ƒ•—…Šƒ•ƒ„—‹Ž†‹‰‘”
…ƒ’—•Ǥdz‘’ƒ‹‡•—•‡™‹†‡ƒ”‡ƒ‡–™‘”•ȋ•Ȍ–‘•Šƒ”‡
‹ˆ‘”ƒ–‹‘„‡–™‡‡‰‡‘‰”ƒ’Š‹…ƒŽŽ›†‹•’‡”•‡†ˆƒ…‹Ž‹–‹‡•ǤŠ‡Dictionary
•–ƒ–‡•–Šƒ–ƒWAN‹•Dzƒ’—„Ž‹…‘”’”‹˜ƒ–‡†ƒ–ƒ…‘—‹…ƒ–‹‘•›•–‡ˆ‘”
Ž‹‹‰…‘’—–‡”•†‹•–”‹„—–‡†‘˜‡”ƒŽƒ”‰‡‰‡‘‰”ƒ’Š‹…ƒ”‡ƒǤdz‹”‡Ž‡••
•—•‡”ƒ†‹‘™ƒ˜‡•–‘–”ƒ•‹–†ƒ–ƒǤ‹”‡Ž‡•••›•–‡•ƒ”‡Ž‡••
‡š’‡•‹˜‡–‘•‡–—’•‹…‡–Š‡›”‡“—‹”‡‘™‹”‹‰ǡ„—––Š‡›†‘”‡“—‹”‡
Š‹‰Š‡”•‡…—”‹–›–‘’”‡˜‡–—ƒ—–Š‘”‹œ‡†‹–‡”…‡’–‹‘ƒ†—•‡‘ˆ†ƒ–ƒǤ

virtual private network (VPN), ƒŽ‘™Ǧ…‘•–‹–‡”‡–Ǧ„ƒ•‡†•‡…—”‡
–”ƒ•‹••‹‘‡–Š‘†ǡ…ƒƒŽŽ‘™•‡…—”‡…‘—‹…ƒ–‹‘•™‹–Š‹†‹˜‹†—ƒŽ•
ƒ†‘”‰ƒ‹œƒ–‹‘•‹˜ƒ”‹‘—•Ž‘…ƒ–‹‘•Ǥ•—•‡‡…”›’–‹‘–‘‡•—”‡
•‡…—”‡…‘—‹…ƒ–‹‘•Ǥš–‡”ƒŽ—•‡”••‡‡–Š‡•›•–‡ƒ•‹ˆ–Š‡›
™‡”‡‹–Š‡ˆƒ…‹Ž‹–›—•‹‰–Š‡Ǥ

™‘‘–Š‡”‡–™‘”–‡”•ˆ”‘–Š‡APICS DictionaryǡͳͶ–Š‡†‹–‹‘ǡ
ˆ‘ŽŽ‘™ǣ

Intranet: ’”‹˜ƒ–‡Ž›‘™‡†‡–™‘”–Šƒ–ƒ‡•—•‡‘ˆ‹–‡”‡–
–‡…Š‘Ž‘‰›ƒ†ƒ’’Ž‹…ƒ–‹‘•–‘‡‡––Š‡‡‡†•‘ˆƒ‡–‡”’”‹•‡Ǥ–
”‡•‹†‡•‡–‹”‡Ž›™‹–Š‹ƒ†‡’ƒ”–‡–‘”…‘’ƒ›ǡ’”‘˜‹†‹‰
…‘—‹…ƒ–‹‘ƒ†ƒ……‡••–‘‹ˆ‘”ƒ–‹‘ǡ•‹‹Žƒ”–‘–Š‡‹–‡”‡–ǡ
™‹–Š™‡„’ƒ‰‡•ǡƒ†•‘‘ˆ‘”‹–‡”ƒŽ—•‡‘Ž›Ǥ

Extranet: ‡–™‘”…‘‡…–‹‘–‘ƒ’ƒ”–‡”ǯ•‡–™‘”—•‹‰
•‡…—”‡‹ˆ‘”ƒ–‹‘’”‘…‡••‹‰ƒ†‹–‡”‡–’”‘–‘…‘Ž•–‘†‘
„—•‹‡••Ǥ

Software Software,†‡ˆ‹‡†ƒ•Dz–Š‡’”‘‰”ƒ•ƒ††‘…—‡–ƒ–‹‘‡…‡••ƒ”›–‘ƒ‡
—•‡‘ˆƒ…‘’—–‡”dzȋAPICS Dictionary,ͳͶ–Š‡†‹–‹‘Ȍǡ†‡•…”‹„‡•’”‘‰”ƒ•
–Šƒ–…”‡ƒ–‡ǡ†‹•’Žƒ›ǡ‘†‹ˆ›ǡ’”‘…‡••ǡƒ†ƒƒŽ›œ‡–Š‡†ƒ–ƒ‹†ƒ–ƒ„ƒ•‡•‹
˜ƒ”‹‘—•™ƒ›•Ǥ›’‡•‘ˆ•‘ˆ–™ƒ”‡‹…Ž—†‡‘’‡”ƒ–‹‰•›•–‡•ƒ†
ƒ’’Ž‹…ƒ–‹‘•Ǥ


© 2016 APICS 1-241 Version 4.0, 2016 Edition

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Module 1: Supply Chain Design

……‘”†‹‰–‘–Š‡APICS DictionaryǡͳͶ–Š‡†‹–‹‘ǡƒ operating system

(O/S)‹•

ƒ•‡–‘ˆ•‘ˆ–™ƒ”‡’”‘‰”ƒ•–Šƒ–…‘–”‘Ž–Š‡‡š‡…—–‹‘‘ˆ–Š‡Šƒ”†™ƒ”‡ƒ†
ƒ’’Ž‹…ƒ–‹‘’”‘‰”ƒ•ǤŠ‡‘’‡”ƒ–‹‰•›•–‡ƒƒ‰‡•–Š‡…‘’—–‡”ƒ†
‡–™‘””‡•‘—”…‡•–Š”‘—‰Š•–‘”ƒ‰‡ƒƒ‰‡‡–ǡ†‹•‹’—–Ȁ‘—–’—–ǡ
…‘—‹…ƒ–‹‘Ž‹ƒ‰‡•ǡ’”‘‰”ƒ•…Š‡†—Ž‹‰ǡƒ†‘‹–‘”‹‰•›•–‡
—•ƒ‰‡ˆ‘”’‡”ˆ‘”ƒ…‡ƒ†…‘•–ƒŽŽ‘…ƒ–‹‘•Ǥ

ƒ‹Ž‹ƒ”‘’‡”ƒ–‹‰•›•–‡•‹…Ž—†‡‹†‘™•ǡ‹šǡ‹—šǡƒ†–Š‡ƒ…ȀǤ

’’Ž‹…ƒ–‹‘•‘ˆ–™ƒ”‡‹•…‘–”‘ŽŽ‡†„›ƒ‘’‡”ƒ–‹‰•›•–‡ƒ†ˆ‹ŽŽ•˜ƒ”‹‘—•
…‘’—–‹‰‡‡†••—…Šƒ•–‘’Žƒǡƒ‡ǡ•‘—”…‡ǡƒ……‘—–ˆ‘”ǡ†‡Ž‹˜‡”ǡƒ†
”‡–—”’”‘†—…–•ƒ†•‡”˜‹…‡•Ǥ‘ˆ–™ƒ”‡…ƒ„‡Œ—†‰‡†„›‹–•”‡Žƒ–‹˜‡…‘•–ǡ‹–•
”‡Ž‹ƒ„‹Ž‹–›ȋˆƒ‹Ž—”‡”ƒ–‡Ȍǡ‹–•”‡Ž‡˜ƒ…‡ȋ—•‡ˆ—Ž‡••ƒ†–‹‡—–‹Ž
‘„•‘Ž‡•…‡…‡Ȍǡƒ†‹–•ƒ‹–ƒ‹ƒ„‹Ž‹–›ȋ”‡Žƒ–‹˜‡…‘•––‘…”‡ƒ–‡ǡ…‘ˆ‹‰—”‡ǡ‘”
—’‰”ƒ†‡ȌǤ‡›’‘‹–”‡‰ƒ”†‹‰•‘ˆ–™ƒ”‡‹•–Šƒ–‹ˆ‹–‹•’‘‘”Ž›…Š‘•‡‘”
‹•–ƒŽŽ‡†™‹–Š‘—––Š‘”‘—‰Š’”‘Œ‡…–ƒƒ‰‡‡–ǡ‹–…‘—Ž†”‡•—Ž–‹ƒŠ—‰‡
ˆ‹ƒ…‹ƒŽ†”ƒ‹™‹–Š‘—–‰‡‡”ƒ–‹‰–Š‡‡˜‹•‹‘‡†„‡‡ˆ‹–•Ǥƒ›
‘”‰ƒ‹œƒ–‹‘•Šƒ˜‡ƒ••—‡†•‹‰‹ˆ‹…ƒ–ˆ‹ƒ…‹ƒŽ”‹•„›’‘‘”Ž›’Žƒ‹‰
ƒ†Ȁ‘”‹’Ž‡‡–‹‰’”‘Œ‡…–•Ǥ

Configuration ‘ˆ‹‰—”ƒ–‹‘ˆ”‘ƒ‹ˆ‘”ƒ–‹‘•›•–‡•ƒ”…Š‹–‡…–—”‡•–ƒ†’‘‹–”‡ˆ‡”•
–‘Š‘™–Š‡ƒ…–—ƒŽŠƒ”†™ƒ”‡ǡ‘’‡”ƒ–‹‰•›•–‡ǡƒ’’Ž‹…ƒ–‹‘•‘ˆ–™ƒ”‡ǡƒ†
‡–™‘”•ƒ”‡ƒ””ƒ‰‡†ǤŠ‡‘•–…‘‘…‘ˆ‹‰—”ƒ–‹‘‹•ƒ…Ž‹‡–Ȁ
•‡”˜‡”•›•–‡ǡ™Š‡”‡–Š‡…Ž‹‡–•ƒ”‡’‡”•‘ƒŽ…‘’—–‡”•ȋ•Ȍ‘”†‡˜‹…‡•
ƒ†–Š‡•‡”˜‡”•ƒ”‡‡‹–Š‡”ƒ‹ˆ”ƒ‡•›•–‡•‘”•‡”˜‡”•ǤŠ‡Ȁ”—•
–Š‡…Ž‹‡–•ƒ†•‡”˜‡”•ǤŠ‡…Ž‹‡–Ȁ•‡”˜‡”…‘…‡’–‹˜‘Ž˜‡•†‹•–”‹„—–‹‰
’”‘…‡••‹‰–ƒ•••‘–Šƒ––Š‡…Ž‹‡––ƒ‡•…ƒ”‡‘ˆŽ‘…ƒŽǡŽ‘™†ƒ–ƒ†‡ƒ†
–ƒ••ƒ†–Š‡•‡”˜‡”Ȁƒ‹ˆ”ƒ‡’‡”ˆ‘”•‰‡‡”ƒŽǡŠ‹‰Š†ƒ–ƒ†‡ƒ†
–ƒ••ˆ‘”–Š‡…‘’ƒ›ǤŠ‡‡š–‡†‡†…Šƒ‹‘ˆ•—’’Ž‹‡”•ƒ†…—•–‘‡”•
‘’‡”ƒ–‡•’”‹ƒ”‹Ž›‘˜‡”–Š‡‹–‡”‡–ǡ™Š‹…Š‹•ƒ†‹•–”‹„—–‡†ˆ‘”‘ˆ–Š‡
…Ž‹‡–Ȁ•‡”˜‡”•–”—…–—”‡ǡ‘”ƒ‡–™‘”‘ˆ‡–™‘”•‹™Š‹…Š–Š‡™‡„
„”‘™•‡”‹•–Š‡…Ž‹‡–…‘‡…–‡†–‘ƒ™‡„•‡”˜‡”Ǥ

modular system,ƒ•†‡ˆ‹‡†‹–Š‡APICS DictionaryǡͳͶ–Š‡†‹–‹‘ǡ‹•

ƒ•›•–‡ƒ”…Š‹–‡…–—”‡†‡•‹‰‹™Š‹…Š”‡Žƒ–‡†–ƒ••ƒ”‡‰”‘—’‡†‹
•‡ŽˆǦ…‘–ƒ‹‡†’ƒ…ƒ‰‡•Ǥƒ…Š’ƒ…ƒ‰‡ǡ‘”‘†—Ž‡ǡ‘ˆ–ƒ••
’‡”ˆ‘”•ƒŽŽ‘ˆ–Š‡–ƒ••”‡Žƒ–‡†–‘ƒ•’‡…‹ˆ‹…ˆ—…–‹‘ƒ†ƒ†˜ƒ…‡•
‹ˆ—…–‹‘•…ƒ„‡‹’Ž‡‡–‡†™‹–Š‘—–ƒˆˆ‡…–‹‰‘–Š‡”’ƒ…ƒ‰‡•
‘”‘†—Ž‡•„‡…ƒ—•‡‘ˆ–Š‡Ž‘‘•‡…‘—’Ž‹‰™‹–Š‘–Š‡”‘†—Ž‡•Ǥ‡
‡šƒ’Ž‡‹•ƒ—Ž–‹–‹‡”‡†ƒ”…Š‹–‡…–—”‡‹™Š‹…Šƒ’’Ž‹…ƒ–‹‘„—•‹‡••
”—Ž‡•ƒ”‡•‡’ƒ”ƒ–‡†ˆ”‘–Š‡†ƒ–ƒƒƒ‰‡‡–”—Ž‡•Ǥ‘–Š‡”
‡šƒ’Ž‡‹•ƒ…Ž‹‡–Ǧ•‡”˜‡”ƒ”…Š‹–‡…–—”‡‹™Š‹…Š—•‡”‹–‡”ˆƒ…‡–ƒ••
ƒ”‡•‡’ƒ”ƒ–‡†ˆ”‘–Š‡ƒ’’Ž‹…ƒ–‹‘•‘ˆ–™ƒ”‡Ǥ

© 2016 APICS 1-242 Version 4.0, 2016 Edition

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 Section B: Design the Supply Chain

‘–Š‡”‘’–‹‘ˆ‘”…‘ˆ‹‰—”ƒ–‹‘™‹–Š•—’’Ž›…Šƒ‹’ƒ”–‡”•‘”‘–Š‡”
‹–‡”ƒŽ‘ˆˆ‹…‡•‹•–‘—•‡…Ž‘—†…‘’—–‹‰ǤCloud computing‹•ƒ
‡–Š‘†‘ˆƒŽŽ‘™‹‰ƒ—–Š‘”‹œ‡†‡„‡”•‘ˆƒ‡–™‘”–‘Šƒ˜‡‹–‡”‡–Ǧ
„ƒ•‡†˜‹”–—ƒŽƒ……‡••–‘ƒ‡–™‘”‘ˆ”‡‘–‡•‡”˜‡”•ƒ††ƒ–ƒ„ƒ•‡•‘
ƒ––‡”–Š‡‹”ƒ…–—ƒŽŽ‘…ƒ–‹‘ǤŽ‘—†…‘’—–‹‰‹•†‹•…—••‡†‘”‡Žƒ–‡”‹
–Š‹•…Šƒ’–‡”Ǥ

šŠ‹„‹–ͳǦͶʹ•Š‘™•–Š‡–‡…Š‘Ž‘‰›…‘’‘‡–•‘ˆ‹ˆ‘”ƒ–‹‘•›•–‡
ƒ”…Š‹–‡…–—”‡‹ƒ‰”ƒ’Š‹…ˆ‘”ƒ–ǡ‹…Ž—†‹‰–Š‡…‘‡…–‹‘–‘‡š–‡”ƒŽ
•›•–‡ȋ•Ȍ‘˜‡”–Š‡‹–‡”‡–‘”˜‹ƒ…Ž‘—†…‘’—–‹‰Ǥ

Exhibit 1-42: Information Systems Architecture Components

Clients
(wireless Client
devices) (PC)
Client
(peripheral)

LAN/WAN

Wireless
Database
Internet
(configuration LAN/WAN
choice)
Database
Cloud
computing Database
(configuration
Server
choice) (DBMS) Server



Use of IT in the ”‰ƒ‹œƒ–‹‘•…ƒ‡’Ž‘›–‘ƒ‹†•—’’Ž›…Šƒ‹ƒƒ‰‡‡–‹ƒ›
supply chain ™ƒ›•ǡ‹…Ž—†‹‰–Š‡ˆ‘ŽŽ‘™‹‰ǣ
i To increase supply chain velocity, agility, and scalability.›
‡ƒ„Ž‹‰–Š‡‡ˆˆ‹…‹‡––”ƒ•ˆ‡”‘ˆ•‡…—”‡‹ˆ‘”ƒ–‹‘ƒ‘‰
‹†‡’‡†‡–•—’’Ž›…Šƒ‹’ƒ”–‡”•ǡ•—’’‘”–•–Š‡ˆ‘”ƒ–‹‘‘ˆ
˜‹”–—ƒŽ…Šƒ‹•Ȅˆ‹”••’‡…‹ƒŽ‹œ‹‰‹…‘’Ž‡‡–ƒ”›…‘”‡
…‘’‡–‡…‹‡•…ƒ‡–™‘”–‡’‘”ƒ”‹Ž›–‘‰‡–Š‡”–‘†‡˜‡Ž‘’‡™
’”‘†—…–•ƒ†‡š’Ž‘‹–ˆƒ•–Ǧ…Šƒ‰‹‰‘’’‘”–—‹–‹‡•Ǥ
i To provide cost-effective global visibility of data.ƒ’‹†ǡ
‹‡š’‡•‹˜‡–”ƒ•‹••‹‘‘ˆƒ••‹˜‡ƒ‘—–•‘ˆ†ƒ–ƒ–Š”‘—‰Š–Š‡
‹–‡”‡–‡Šƒ…‡•‰Ž‘„ƒŽ•—’’Ž›…Šƒ‹˜‹•‹„‹Ž‹–›ǤŠ‡”‡•—Ž–‹‰
‹’”‘˜‡‡–‹•‘—”…‹‰ƒ†•‡ŽŽ‹‰†‡…‹•‹‘••‡–•ƒ‡™•–ƒ†ƒ”†
–Šƒ–—•–„‡‡–„›‘–Š‡”…‘’ƒ‹‡•Ǥ

© 2016 APICS 1-243 Version 4.0, 2016 Edition

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Module 1: Supply Chain Design

i To avoid the bullwhip effect. …ƒ„‡—•‡†–‘‰ƒ–Š‡”ǡ‹–‡‰”ƒ–‡ǡ

ƒ†”‡’‘”–Ž‘‰‹•–‹…ƒŽ†ƒ–ƒ–‘•Š‘™ƒ…–—ƒŽ•—’’Ž›…Šƒ‹ƒ…–‹˜‹–›ƒ†
ƒ˜‘‹†–Š‡„—ŽŽ™Š‹’‡ˆˆ‡…––Šƒ–‘……—”•™Š‡’ƒ”–‡”•ˆ‘”‡…ƒ•–™‹–Š
‹…‘’Ž‡–‡†ƒ–ƒǤ
i To create lean, cost-effective supply chains by replacing
inventory flows with information flows and moving from push
to pull.ƒ’‹††ƒ–ƒ•–”‡ƒ•”‡’Žƒ…‡’—•Š•›•–‡•™‹–Š’—ŽŽ•›•–‡•ǡ
‹™Š‹…Š”‡ƒŽǦ–‹‡†ƒ–ƒ•‡–ˆ”‘–Š‡’‘‹–Ǧ‘ˆǦ•ƒŽ‡ƒŽŽ‘™’Žƒ‡”•–‘
”‡•’‘†”ƒ’‹†Ž›–‘ƒ…–—ƒŽ•Š‹ˆ–•‹†‡ƒ†Ǥ
i To gather, store, analyze, and share knowledge among supply
chain partners.ˆˆ‹…‹‡–‡–™‘”‹‰ƒ†‹–‡‰”ƒ–‹˜‡–‡…Š‘Ž‘‰‹‡•
‰‹˜‡‡ƒ…Š’ƒ”–‡”•–”ƒ–‡‰‹…ƒ†–ƒ…–‹…ƒŽ…ƒ’ƒ„‹Ž‹–‹‡•–Šƒ–‡Šƒ…‡
‡˜‡”›–Š‹‰ˆ”‘•–”ƒ–‡‰‹…ƒƒŽ›•‹•–‘Ž‘‰‹•–‹…•Ǥ

i To facilitate strategic, tactical, and operational planning and

coordination.›‰‹˜‹‰ƒŽŽ’ƒ”–‡”•–Š‡•ƒ‡‹ˆ‘”ƒ–‹‘ǡ•—’’Ž›
…Šƒ‹’ƒ”–‡”•ƒ”‡‡’‘™‡”‡†–‘‹’”‘˜‡–Š‡‘˜‡”ƒŽŽ’”‘ˆ‹–ƒ„‹Ž‹–›
‘ˆ–Š‡•—’’Ž›…Šƒ‹ǡ”ƒ–Š‡”–Šƒ•‘Ž‡Ž›ˆ‘…—•‹‰‘–Š‡‹”‘™’”‘ˆ‹–•Ǥ

i To drive accuracy of data and provide straight-through

processing.ƒ–ƒ…ƒ„‡‡–‡”‡†‘…‡ǡ•–‘”‡†‹‘‡’Žƒ…‡ǡƒ†—•‡†
‹—Ž–‹’Ž‡–”ƒ•ƒ…–‹‘•™‹–Š‘—–”‡Ǧ‡–”›‡””‘”•Ǥ

i To facilitate new relationships. Šƒ•”‡‘˜‡†ƒ›‘ˆ–Š‡

„ƒ””‹‡”•ȋ•‘‡–‹‡•…ƒŽŽ‡†Dzˆ”‹…–‹‘dzȌ–Šƒ–Ž‘…‡†‘”‰ƒ‹œƒ–‹‘•‹–‘
Ž‡••–Šƒ‘’–‹ƒŽ”‡Žƒ–‹‘•Š‹’•ǤŠ—•Šƒ•‡ƒ„Ž‡†‡ƒ•‹‡”
ˆ‘”ƒ–‹‘‘ˆ‡™•—’’Ž›…Šƒ‹’ƒ”–‡””‡Žƒ–‹‘•Š‹’•–‘‡š’Ž‘‹–
‡‡”‰‹‰‰Ž‘„ƒŽ‘’’‘”–—‹–‹‡•Ǥ

i To deepen trust in existing relationships. …ƒŠ‡Ž’…”‡ƒ–‡

‰”‡ƒ–‡”–”—•–ƒ‘‰•—’’Ž›…Šƒ‹’ƒ”–‡”•—•‹‰”‡ƒŽǦ–‹‡
‹ˆ‘”ƒ–‹‘•Šƒ”‹‰Ǥ

Benefit-cost ‘”ƒŽŽ‘ˆ–Š‡’‘–‡–‹ƒŽ—•‡•‘ˆ–‡…Š‘Ž‘‰›ǡ‹˜‡•–‡–••Š‘—Ž†‘Ž›
rationale for new „‡—†‡”–ƒ‡‹ˆ–Š‡›”‡•—Ž–‹ƒ‡–‰ƒ‹ˆ‘”–Š‡‘”‰ƒ‹œƒ–‹‘Ǥ••—…Šǡ
technologies –Š‡ˆ‹”•–ƒ••—’–‹‘–‘ƒ‡‹ƒŒ—•–‹ˆ‹…ƒ–‹‘‹•–Šƒ––Š‹•‹•ƒ
„—•‹‡••†‡…‹•‹‘ǡ‘–ƒ…‘’—–‡”’”‘Œ‡…–Ǥ‡™•‘ˆ–™ƒ”‡•Š‘—Ž†„‡
ƒ–…Š‡†–‘–Š‡…‘’ƒ›ǯ•‰‘ƒŽ•ƒ†•Š‘—Ž†…”‡ƒ–‡ƒ•–”ƒ–‡‰‹…•—’’Ž›
…Šƒ‹ƒ†˜ƒ–ƒ‰‡Ǥ‘–‡–Šƒ–‘•–†‡’ƒ”–‡–•™‹ŽŽ‡š’‡…––Š‡
”‡…‹’‹‡–‘ˆ–Š‡–‡…Š‘Ž‘‰›–‘’‡”ˆ‘”•—…ŠƒŒ—•–‹ˆ‹…ƒ–‹‘ǤŠ‡
’‡”•‘‡Ž…ƒ„‡—•‡†ƒ•‡š’‡”–”‡•‘—”…‡•„—–•Š‘—Ž†‘–„‡‡š’‡…–‡†
–‘†‡˜‡Ž‘’ƒ„—•‹‡••…ƒ•‡Ǥ ‘”•—’’Ž›…Šƒ‹–‡…Š‘Ž‘‰›ǡ–Š‹•‹•ƒ•—’’Ž›
…Šƒ‹ƒƒ‰‡”ǯ•”‡•’‘•‹„‹Ž‹–›Ǥ

© 2016 APICS 1-244 Version 4.0, 2016 Edition

All rights reserved Printed on 100% post-consumer waste recycled paper.
 Section B: Design the Supply Chain

‡ŽŽǦƒƒ‰‡†…ƒ’‹–ƒŽ‹˜‡•–‡–•…ƒ‰‡‡”ƒ–‡”‡–—”•‹…‘•–•ƒ˜‹‰•
ȋ‹Ž‘‰‹•–‹…•ǡ’”‘…—”‡‡–ǡ•‘ˆ–™ƒ”‡•›•–‡•ǡƒ†‘˜‡”Š‡ƒ†Ȍǡ‰”‡ƒ–‡”
ƒ”‡–•Šƒ”‡ǡƒ†‡™’”‘†—…–ƒ†ƒ”‡–‹‘˜ƒ–‹‘•Ǥ—……‡••ˆ—Ž
•Š‘—Ž†ƒ‡ƒ…‘’ƒ›”‡•’‘•‹˜‡ƒ†”‡•‹Ž‹‡––‘…Šƒ‰‡ƒ†
†‹•”—’–‹‘Ǥ

Tangible and intangible benefits
”‡†‹„‹Ž‹–›‹•–Š‡‡›–‘ƒ›…‘•–Œ—•–‹ˆ‹…ƒ–‹‘ǡƒ†’ƒ•–•—……‡••Ž‡†•
•–”‘‰…”‡†‹„‹Ž‹–›–‘ƒ’”‘’‘•‡†‹˜‡•–‡–Ǥ‘™‡˜‡”ǡ–Š‡’ƒ•–‹•‘–
ƒŽ™ƒ›•ƒƒ……—”ƒ–‡’”‡†‹…–‘”‘ˆ–Š‡ˆ—–—”‡Ǥ‘”‡‘˜‡”ǡƒ‹‰‘Ž›
‹˜‡•–‡–•–Šƒ–’”‘˜‡†•—……‡••ˆ—Ž„‡ˆ‘”‡…ƒ•–‹ˆŽ‡…”‡ƒ–‹˜‹–›ƒ†
Šƒ’‡”„—•‹‡••‰”‘™–ŠǤ

‡‡ˆ‹–•‘ˆ‹˜‡•–‡–•…ƒ„‡„‘–Š–ƒ‰‹„Ž‡ƒ†‹–ƒ‰‹„Ž‡Ǥƒ‰‹„Ž‡
„‡‡ˆ‹–•…ƒ„‡„”‘‡†‘™‹–‘†‹”‡…–ǡ†ƒ›Ǧ–‘Ǧ†ƒ›•ƒ˜‹‰•ƒ†
‹…”‡ƒ•‡•‹™‘”‹‰…ƒ’‹–ƒŽ‘”ƒ˜ƒ‹Žƒ„Ž‡…ƒ•Š”‡•—Ž–‹‰ˆ”‘”‡†—…–‹‘•
‹–‡’‘”ƒ”›ƒ••‡–••—…Šƒ•‹˜‡–‘”›ƒ†ƒ……‘—–•”‡…‡‹˜ƒ„Ž‡Ǥ
–ƒ‰‹„Ž‡„‡‡ˆ‹–•ƒ”‡†‹ˆˆ‹…—Ž–‘”‹’‘••‹„Ž‡–‘“—ƒ–‹ˆ›ǡ•‘–Š‡›ƒ›
’Žƒ…‡•‘‡•–”ƒ‹‘…”‡†‹„‹Ž‹–›ǤšŠ‹„‹–ͳǦͶ͵†‹•’Žƒ›••‘‡–ƒ‰‹„Ž‡
ƒ†‹–ƒ‰‹„Ž‡„‡‡ˆ‹–•‘ˆ•—……‡••ˆ—Ž‹˜‡•–‡–•Ǥ

Exhibit 1-43: Potential Benefits of IT Investments

Tangible Intangible

Lower maintenance costs Customer retention

Faster implementation Customer service
Increased sales volume Visibility of order status
Improved scheduling (fewer Workforce redeployment
changeovers) Employee satisfaction and efficiency
Greater financial returns
Lower overhead
Reduced cash-to-cash cycle


Š‡‡•–‹ƒ–‡•ƒ”‡”‡“—‹”‡†–‘Œ—•–‹ˆ›‹–ƒ‰‹„Ž‡„‡‡ˆ‹–•ǡ–Š‡„‡•–
‡–Š‘†‹•–‘„—‹Ž†ƒ…‘•‡•—•”ƒ–Š‡”–Šƒ—•‡ƒ‹†‹˜‹†—ƒŽǯ•‘’‹‹‘Ǥ
‘”‡šƒ’Ž‡ǡ–Šƒ–’”‘‹•‡•‹’”‘˜‡‡–•‹•ƒŽ‡•˜‘Ž—‡…‘—Ž†
‹…Ž—†‡’‘‹–••—…Šƒ•
i ›•–‡˜‹•‹„‹Ž‹–›‘ˆ‘”†‡”•–ƒ–—•‹…”‡ƒ•‡•”‡•’‘•‹˜‡‡••–‘
…—•–‘‡”•Ǥ
i —ƒŽ‹–›…‘–”‘Ž•”‡•—Ž–‹ˆ‡™‡””‡–—”•ƒ†‘”‡…—•–‘‡”
•ƒ–‹•ˆƒ…–‹‘Ǥ
i ƒ•–‡”’”‘…‡••‹‰‹…”‡ƒ•‡•–”ƒ•ƒ…–‹‘˜‡Ž‘…‹–›ǡ”‡†—…‹‰Žƒ‰–‹‡•Ǥ

© 2016 APICS 1-245 Version 4.0, 2016 Edition

All rights reserved Printed on 100% post-consumer waste recycled paper.
Module 1: Supply Chain Design

‘–‡–Šƒ–šŠ‹„‹–ͳǦͶ͵Ž‹•–•™‘”ˆ‘”…‡”‡†‡’Ž‘›‡–ƒ•ƒ‹–ƒ‰‹„Ž‡
„‡‡ˆ‹–Ǥ‘•–”‡†—…–‹‘•’”‘‹•‡†„›–Š‡ƒ„‹Ž‹–›–‘Žƒ›‘ˆˆ‡’Ž‘›‡‡•
•Š‘—Ž†„‡–”‡ƒ–‡†™‹–Š…ƒ—–‹‘Ǥ‡•‹†‡•Ž‘™‡”‹‰‡’Ž‘›‡‡‘”ƒŽ‡ǡ
ƒ›•—…Š‡•–‹ƒ–‡•’”‘˜‡‹…‘””‡…–Ǣ–Š‡ˆ‹”ƒ›‹‹–‹ƒŽŽ›”‡†—…‡–Š‡
•‹œ‡‘ˆ–Š‡™‘”ˆ‘”…‡„—–‡˜‡–—ƒŽŽ›‹…”‡ƒ•‡‘˜‡”ƒŽŽ•–ƒˆˆǤ•ƒ
…‘•‡“—‡…‡ǡ‹–‹•ƒ†˜‹•ƒ„Ž‡–‘’‘•‹–‹‘–Š‹•’”‡†‹…–‡†„‡‡ˆ‹–ƒ•
™‘”ˆ‘”…‡”‡†‡’Ž‘›‡–Ǥ

‘‡‘ˆ‹ƒ…‹ƒŽ„‡‡ˆ‹–•–‘…‘•‹†‡”‹…Ž—†‡
i
”‡ƒ–‡”…—•–‘‡”•ƒ–‹•ˆƒ…–‹‘ƒ•‡ƒ•—”‡†„›…—•–‘‡”•‡”˜‹…‡
‡ƒ•—”‡••—…Šƒ••—”˜‡›•ǡ—„‡”‘ˆ•‡”˜‹…‡…ƒŽŽ•ǡ‘”—„‡”‘ˆ
”‡–—”•
i ’Ž‘›‡‡•ƒ–‹•ˆƒ…–‹‘‡ƒ•—”‡••—…Šƒ•”‡†—…‡†‡’Ž‘›‡‡–—”‘˜‡”
ȋ‰”‡ƒ–‡””‡–‡–‹‘Ȍƒ†‘”‡’‘•‹–‹˜‡”‡•’‘•‡•–‘•—”˜‡›•
i ˆˆ‹…‹‡…›‡ƒ•—”‡••—…Šƒ•‹…”‡ƒ•‡†‘”†‡”•’”‘…‡••‡†’‡”Š‘—”
i ‘ŽŽƒ„‘”ƒ–‹‘ƒ†˜‹•‹„‹Ž‹–›‡ƒ•—”‡••—…Šƒ•”‡†—…–‹‘‘ˆ–Š‡
„—ŽŽ™Š‹’‡ˆˆ‡…–™‹–Š‘—–ƒ‹…”‡ƒ•‡‹•–‘…‘—–•Ǥ

Tangible and intangible costs
–Š‡…‘•–•‹†‡ǡ–ƒ‰‹„Ž‡ǡ†‹”‡…–…‘•–•ƒ”‡•–”ƒ‹‰Š–ˆ‘”™ƒ”†ǤŠ‡•‡…‘•–•
‹…Ž—†‡–Š‡†‹”‡…–…‘•–•‘ˆ–Š‡’”‘†—…–ƒ†‘‰‘‹‰•‡”˜‹…‡ƒ†
ƒ‹–‡ƒ…‡ǡ’Ž—•‡•–‹ƒ–‡•ˆ‘”…‘•—Ž–‹‰ˆ‡‡•ǡ•–ƒˆˆ–”ƒ‹‹‰ƒ†…Šƒ‰‡
ƒƒ‰‡‡–ǡ”‡•‘—”…‡•ƒ••‹‰‡†–‘–Š‡’”‘Œ‡…–ǡƒ†‘’’‘”–—‹–›…‘•–•Ǥ
‘™‡˜‡”ǡƒ›’”‘Œ‡…–•ƒ”‡•‹‰‹ˆ‹…ƒ–Ž›‘˜‡”„—†‰‡–„‡…ƒ—•‡ƒƒ‰‡”•
i ˜‡”Ž‘‘ƒŒ‘”…‘•–‹–‡••—…Šƒ•‘’‡”ƒ–‹‘ƒŽ•—’’‘”–…‘•–•Ǥ
i •‡‡•–‹ƒ–‡•–Šƒ–ƒ••—‡‡˜‡”›–Š‹‰™‹ŽŽ‰‘ƒ……‘”†‹‰–‘’ŽƒǤ
i —”’‘•‡Ž›—†‡”‡•–‹ƒ–‡…‘•–•–‘•‡…—”‡’”‘Œ‡…–ƒ’’”‘˜ƒŽǤ

ˆ–Š‡‹‹–‹ƒŽ‡•–‹ƒ–‡•ƒ”‡‘’–‹‹•–‹…ƒ†–Š‡’”‘Œ‡…–‹•‘˜‡”„—†‰‡–ǡ„‘–Š
ƒƒ‰‡‡–ƒ†‡š–‡”ƒŽ‹˜‡•–‘”•™‹ŽŽ’‡”…‡‹˜‡–Š‡’”‘Œ‡…–ƒ•ƒˆƒ‹Ž—”‡Ǥ

Š‡–Š”‡‡„ƒ•‹……ƒ–‡‰‘”‹‡•‘ˆ…‘•–•ƒ”‡…ƒ’‹–ƒŽ‡š’‡†‹–—”‡•ǡ‘‡Ǧ–‹‡
’”‘Œ‡…–‡š’‡•‡•ǡƒ†‘‰‘‹‰•—’’‘”–ƒ…–‹˜‹–‹‡•Ǥƒ’‹–ƒŽ‡š’‡†‹–—”‡•ƒ”‡
ƒ‘”–‹œ‡†‘˜‡”–Š‡‡š’‡…–‡†Ž‹ˆ‡‘ˆ–Š‡–‡…Š‘Ž‘‰›Ǥˆ–Š‹•ƒ‘”–‹œƒ–‹‘
’‡”‹‘†‡š…‡‡†•–Š‡ƒ…–—ƒŽ’”‘†—…–Ž‹ˆ‡ǡ–Š‡…‘•–•™‹ŽŽ„‡—†‡”‡•–‹ƒ–‡†Ǥ
‡Ǧ–‹‡’”‘Œ‡…–ˆ‡‡•‘ˆ–‡…‘–ƒ‹Š‹††‡…‘•–••—…Šƒ•ˆ‡‡•–‘‹˜‡•–‹‰ƒ–‡
ƒŽ–‡”ƒ–‹˜‡•ǡ–”ƒ‹‹‰–”ƒ˜‡Žǡ†ƒ–ƒ…‘˜‡”•‹‘ǡ‘”Ž‘•–’”‘†—…–‹˜‹–›™Š‡
‡’Ž‘›‡‡•‰‘–Š”‘—‰ŠƒŽ‡ƒ”‹‰…—”˜‡Ǥ‰‘‹‰•—’’‘”–…‘•–•‹…Ž—†‡
ƒ—ƒŽŽ‹…‡•‡ˆ‡‡•ƒ†ƒ‹–‡ƒ…‡ˆ‡‡•ˆ‘”˜‡†‘”•—’’‘”–ǡ„—‰ˆ‹š‡•ǡ
—’‰”ƒ†‡•ǡ–ƒš‡•‘ˆ‹š‡†ƒ••‡–•ǡƒ†•—’’‘”–•–ƒˆˆǤƒŽ›–‹…ƒŽ•‘ˆ–™ƒ”‡
ƒ›Šƒ˜‡ƒ††‹–‹‘ƒŽ…‘•–••—…Šƒ•–Š‡…‘•–‘ˆ‰‡‡”ƒ–‹‰ƒ–Š‡ƒ–‹…ƒŽ‘”
•‹—Žƒ–‹‘‘†‡Ž•‘…‡–Š‡•‘ˆ–™ƒ”‡‹•‹•–ƒŽŽ‡†Ǥ


© 2016 APICS 1-246 Version 4.0, 2016 Edition

All rights reserved Printed on 100% post-consumer waste recycled paper.
 Section B: Design the Supply Chain

—•–„‡…ƒ—•‡ƒ•ƒŽƒ”‹‡†‡’Ž‘›‡‡‹•ƒ•—…‘•–†‘‡•‘–‡ƒ–Šƒ––Š‡
…‘•–‘ˆ”‡ƒŽŽ‘…ƒ–‹‰‡’Ž‘›‡‡•–‘ƒ’”‘Œ‡…–…ƒ„‡‹‰‘”‡†‹–Š‡
Œ—•–‹ˆ‹…ƒ–‹‘Ǥ’Ž‘›‡‡••Š‘—Ž†„‡—•‡†™Š‡–Š‡•ƒ˜‹‰•ˆ”‘Ž‘‰Ǧ
–‡”ƒ‹–‡ƒ…‡—•‹‰•–ƒˆˆƒ”‡‰”‡ƒ–‡”–Šƒ–Š‡•ƒ˜‹‰•‘ˆ—•‹‰ƒ
•‡ƒ•‘‡†…‘•—Ž–ƒ–Ǥ

ˆ‹ƒŽ…‘•––‘…‘•‹†‡”‹•–Š‡…‘•–‘ˆ‘–‹’Ž‡‡–‹‰–Š‡’”‘Œ‡…–Ǥ
‘‡–‹‡•–Š‡…‘•–•‘ˆƒ…“—‹”‹‰‡™…ƒ’ƒ„‹Ž‹–›ƒ”‡‘—–™‡‹‰Š‡†„›
–Š‡‰”‡ƒ–‡”ȋ„—–‹–ƒ‰‹„Ž‡Ȍ…‘•–•‘ˆ‘–†‘‹‰•‘Ǥ ‘”‡šƒ’Ž‡ǡ‹ˆƒ
…‘’‡–‹–‘”…”‡ƒ–‡•ƒ‡™„—•‹‡••‘†‡Ž—•‹‰–‡…Š‘Ž‘‰›ǡˆƒ‹Ž—”‡–‘
ƒ†ƒ’–ƒ›”‹•„—•‹‡••ˆƒ‹Ž—”‡Ǥ

Benefit-cost analysis and ROI
šŠ‹„‹–ͳǦͶͶ’”‡•‡–•ƒ„‡‡ˆ‹–Ǧ…‘•–”ƒ–‹‘ƒ•™‡ŽŽƒ•ƒ”‡–—”‘
‹˜‡•–‡–ȋȌ”ƒ–‹‘ˆ‘”ƒ‹˜‡•–‡–Ǥ••—‡–Šƒ–ƒ…‘’ƒ›
‹’Ž‡‡–‹‰ƒ‡™˜‡”•‹‘‘ˆƒ•›•–‡Šƒ•‡•–‹ƒ–‡†–‘–ƒŽ
„‡‡ˆ‹–•ƒ–̈́͵ͶͷǡͲͲͲ‹–ƒ‰‹„Ž‡ƒ†‹–ƒ‰‹„Ž‡•ƒ˜‹‰•ƒ†
’‡”ˆ‘”ƒ…‡‹…”‡ƒ•‡•‘˜‡”ˆ‹˜‡›‡ƒ”•ǤŠ‡…‘’ƒ›ƒŽ•‘–ƒŽŽ‹‡†
̈́ʹͷͻǡͲͲͲ‹–ƒ‰‹„Ž‡ƒ†‹–ƒ‰‹„Ž‡…‘•–•ˆ‘”ˆ‹˜‡›‡ƒ”•Ǥ

Exhibit 1-44: Benefit-Cost Formula and Example

Total Benefits
Benefit-Cost Analysis =
Total Costs
US$345,000
= = 1.33
US$259,000

Total Benefits – Total Costs

Return on Investment = × 100
Total Costs
US$345,000 – US$259,000
= × 100 = 33%
US$259,000


Š‡„‡‡ˆ‹–Ǧ…‘•–”ƒ–‹‘‡šƒ’Ž‡‹†‹…ƒ–‡•–Šƒ–ˆ‘”‡˜‡”›†‘ŽŽƒ”‹˜‡•–‡†
‹–Š‡’”‘Œ‡…–‘˜‡”–Š‡ˆ‹˜‡Ǧ›‡ƒ”’‡”‹‘†ǡ̈́ͳǤ͵͵‹•”‡–—”‡†ǤŠ‡
•Š‘™•–Š‡•ƒ‡”‡•—Ž–•ˆ”‘–Š‡’‡”•’‡…–‹˜‡‘ˆ‡–˜ƒŽ—‡…”‡ƒ–‡†ǡ™Š‹…Š
‹•͵͵’‡”…‡–ǤƒŽ›•‹•–‹‡ˆ”ƒ‡••Š‘—Ž†„‡‡’–•Š‘”–†—‡–‘–Š‡”‹•
‘ˆ–‡…Š‘Ž‘‰›‘„•‘Ž‡•…‡…‡Ǥ

‘–‡–Šƒ–‡‹–Š‡”‘ˆ–Š‡•‡…ƒŽ…—Žƒ–‹‘•–ƒ‡•‹–‘ƒ……‘—––Š‡–‹‡˜ƒŽ—‡
‘ˆ‘‡›ǤŠ‹•…‘…‡’–™ƒ•‹–”‘†—…‡†‹‡…–‹‘ǡŠƒ’–‡”ͶǡDz‘‘Ž•
ƒ†‡…Š‹“—‡•ǤdzˆŽƒ–‹‘…ƒƒŽ•‘’Žƒ›ƒ’ƒ”–‹”‡†—…‹‰–Š‡˜ƒŽ—‡‘ˆ
‘‡›”‡…‡‹˜‡†Žƒ–‡”Ǥ‘”‡•‘’Š‹•–‹…ƒ–‡†”ƒ–‹‘•ƒ†…ƒŽ…—Žƒ–‹‘•‡š‹•–
–Šƒ––ƒ‡–‹‡˜ƒŽ—‡‹–‘ƒ……‘—–Ǥ

© 2016 APICS 1-247 Version 4.0, 2016 Edition

All rights reserved Printed on 100% post-consumer waste recycled paper.
Module 1: Supply Chain Design

–Š‘”‘—‰ŠƒƒŽ›•‹•‘ˆ–Š‡‘”‰ƒ‹œƒ–‹‘‹•”‡“—‹”‡†„‡ˆ‘”‡ƒ‹‰
‹˜‡•–‡–•ǤŠƒ–ƒ”‡–Š‡ˆ‹”ǯ•…—””‡–‡–™‘”‹‰…ƒ’ƒ„‹Ž‹–‹‡•ǫŠƒ–
‹•‡‡†‡†–‘‰‡––‘–Š‡‡š–•–ƒ‰‡‘ˆ•—’’Ž›…Šƒ‹†‡˜‡Ž‘’‡–ǫ
–‡…Š‘Ž‘‰›ƒ—†‹–…ƒƒ•™‡”•—…Š“—‡•–‹‘•Ǥ

Technology audits –‡…Š‘Ž‘‰›ƒ—†‹–…ƒŠ‡Ž’‹–‹‰ƒ–‡”‹••ƒ†ƒŽŽ‘…ƒ–‡–‡…Š‘Ž‘‰›
•’‡†‹‰Ǥƒ—†‹–•–‡•–ˆ‘”•›•–‡ƒ˜ƒ‹Žƒ„‹Ž‹–›ǡ•‡…—”‹–›ǡ…‘ˆ‹†‡–‹ƒŽ‹–›ǡ
ƒ†‹–‡‰”‹–›Ǥ‡…Š‘Ž‘‰›ƒ—†‹–•’Žƒ›ƒ…”‹–‹…ƒŽ”‘Ž‡‹…‘’Ž‹ƒ…‡™‹–Š
–Š‡ǤǤƒ”„ƒ‡•ǦšŽ‡›…–‘ˆʹͲͲʹȋȌǡ™Š‹…Š”‡“—‹”‡•ǤǤ’—„Ž‹…
…‘’ƒ‹‡•–‘‡•–ƒ„Ž‹•Šƒ†‡“—ƒ–‡‹–‡”ƒŽˆ‹ƒ…‹ƒŽ”‡’‘”–‹‰ƒ†
…‘–”‘Ž•ȋƒƒ†ƒŠƒ•ƒ•‹‹Žƒ”‹ŽŽͳͻͺ‘™ƒ•Dz‘šdzȌǤ ‘”‡šƒ’Ž‡ǡ
ƒƒ—†‹–•Š‘—Ž†”‡˜‡ƒŽ–Šƒ–’‡”•‘•™Š‘ƒ’’”‘˜‡’—”…Šƒ•‡‘”†‡”•
…ƒ‘–ƒŽ•‘”‡…‡‹˜‡‰‘‘†•Ǥ

‡…Š‘Ž‘‰›ƒ—†‹–•‹…Ž—†‡’”‡Ǧƒ†’‘•–Ǧ‹’Ž‡‡–ƒ–‹‘”‡˜‹‡™•ǡ
•›•–‡†‡˜‡Ž‘’‡–Ž‹ˆ‡…›…Ž‡ȋȌ”‡˜‹‡™•ǡƒ††ƒ–ƒ„ƒ•‡”‡˜‹‡™•Ǥ
Š‹••‡…–‹‘ˆ‘…—•‡•‘’”‡Ǧƒ†’‘•–Ǧ‹’Ž‡‡–ƒ–‹‘”‡˜‹‡™•—•‡†
‹Œ—•–‹ˆ‹…ƒ–‹‘•Ǥ

Š‡ƒ—†‹‡…‡ˆ‘”ƒ–‡…Š‘Ž‘‰›ƒ—†‹–‹•—’’‡”ƒƒ‰‡‡–ǡ‘–‘”ƒ
•’‡…‹ˆ‹…†‡’ƒ”–‡–ǤŠ‡ƒ—†‹–ƒ›‹˜‡•–‹‰ƒ–‡—Ž–‹’Ž‡…‘’ƒ‹‡•‹
–Š‡•—’’Ž›…Šƒ‹ƒ†”‡’‘”––‘ƒ…”‘••Ǧ‡–‡”’”‹•‡‡š‡…—–‹˜‡…‘‹––‡‡
‘”„‘ƒ”†•‘ˆ†‹”‡…–‘”•Ǥ

Putting audit results to use
Š‡”‡•—Ž–•‘ˆƒ—†‹–•ƒ”‡”ƒ”‡Ž›‡–‹”‡Ž›’‘•‹–‹˜‡ǡ„—–‡‰ƒ–‹˜‡”‡•—Ž–•
•Š‘—Ž†„‡—•‡†–‘…”‡ƒ–‡’‘•‹–‹˜‡‘”‰ƒ‹œƒ–‹‘ƒŽ…Šƒ‰‡Ǥ

—†‹–•…ƒ”‡˜‡ƒŽ
i ‘ˆ–™ƒ”‡˜‡†‘”’”‘‹•‡•–Šƒ–™‡”‡ˆƒŽ•‡
i ƒ‹Ž—”‡–‘’”‘˜‹†‡–Š‡’”‘‹•‡†Ž‡˜‡Ž‘ˆ•›•–‡•‹–‡‰”ƒ–‹‘
i —ŽŽˆ‡ƒ–—”‡•‘ˆ–Š‡•‘ˆ–™ƒ”‡ƒ”‡‘–„‡‹‰‡š’Ž‘‹–‡†„‡…ƒ—•‡‘ˆ
”‡•‹•–ƒ…‡–‘…Šƒ‰‡‘”‹ƒ†‡“—ƒ–‡–”ƒ‹‹‰Ǥ

Š‡‡š–‡”ƒŽƒ—†‹–‘”ǯ•”‡…‘‡†ƒ–‹‘•‘•Š‘—Ž†‹…Ž—†‡ƒ
‡š’Žƒƒ–‹‘‘ˆ–Š‡…‘•–‘ˆ…‘–‹—‹‰–‘—•‡–Š‡‡š‹•–‹‰–‡…Š‘Ž‘‰›
˜‡”•—•”‡’Žƒ…‡‡–…‘•–Ǥ„‡‡ˆ‹–Ǧ…‘•–•–—†›ˆ”‘Š‹•–‘”‹…ƒŽ’ƒ•–
‡•–‹ƒ–‡•ƒ†–”—‡…‘•–•…ƒ•Š‘™™Š‡”‡…‘•–•™‡”‡’‘‘”Ž›
‡•–‹ƒ–‡†‘”‘˜‡”Ž‘‘‡†Ǥˆ…—””‡–‘”’”‹‘”‹˜‡•–‡–•Šƒ†ƒ
‡‰ƒ–‹˜‡ǡ–Š‡ƒ—†‹–‘”•Š‘—Ž†‹†‹…ƒ–‡Š‘™ˆ—–—”‡…ƒ’”‘†—…‡
ƒ’‘•‹–‹˜‡”‡–—”ǡ•—…Šƒ•„›—•‹‰ƒ††Ǧ‘•–‘…—””‡––‡…Š‘Ž‘‰›Ǥ


© 2016 APICS 1-248 Version 4.0, 2016 Edition

All rights reserved Printed on 100% post-consumer waste recycled paper.
 Section B: Design the Supply Chain

Mitigating typical IT ‘„‡•—……‡••ˆ—Žǡ’”‘Œ‡…–•…ƒ‹–‹‰ƒ–‡–›’‹…ƒŽ”‹••„›ƒ†‘’–‹‰–Š‡

risks ˆ‘ŽŽ‘™‹‰ƒ’’”‘ƒ…Š‡•Ǥ

i Make incremental improvements. ƒƒ‰‡‡–ƒ›„‡
–‡’–‡†–‘–”›–‘•‘Ž˜‡ƒŽŽ’”‘„Ž‡•‹‘‡‡‰ƒ’”‘Œ‡…–ǤŠ‡•‡
Žƒ”‰‡’”‘Œ‡…–•ƒ”‡Šƒ”†–‘ƒƒ‰‡ƒ†’”‘‡–‘ˆƒ‹Ž—”‡Ǥ
”‰ƒ‹œƒ–‹‘•–Šƒ––ƒ‡‹…”‡‡–ƒŽ•–‡’•…ƒƒ††‹‘˜ƒ–‹‘
„‡–™‡‡•–‡’•Ǥ

i Clearly define business requirements. ‡…ƒ—•‡‡˜ƒŽ—ƒ–‹‘•–ƒ‡
™‡‡•ƒ†–Š‘—•ƒ†•‘ˆ˜‡†‘”•…ƒ„‡ƒ˜ƒ‹Žƒ„Ž‡ǡƒƒ‰‡‡–
—•–„‡…‘˜‹…‡†ˆ”‘–Š‡•–ƒ”––‘…Ž‡ƒ”Ž›†‡ˆ‹‡„—•‹‡••‰‘ƒŽ•
–‘‡•—”‡–Šƒ–‡˜ƒŽ—ƒ–‘”•Šƒ˜‡‡–ƒƒ‰‡‡–ǯ•’”‹…‹’ƒŽ
…”‹–‡”‹ƒǤ

i Perform due diligence on proposals. ƒ–Š‡”–Šƒ”‡Ž›‘Ž›ƒ
ƒ”‡–‹‰’”‡•‡–ƒ–‹‘ˆ”‘–Š‡’”‘˜‹†‡”ǡ’—”…Šƒ•‡”•…ƒŽ‹‹–
–Š‡”‹•‘ˆƒ‡™•›•–‡„›‹–‡”˜‹‡™‹‰’”‡˜‹‘—•’—”…Šƒ•‡”•ƒ†
—•‹‰–Š‹”†Ǧ’ƒ”–›‡˜ƒŽ—ƒ–‘”•Ǥƒ›’”‘Œ‡…–ˆƒ‹Ž—”‡•ƒ”‡–”ƒ…‡†–‘
’”‘…‡••‡•‘”’”‘’‘•‡†•‘ˆ–™ƒ”‡–Šƒ–™‡”‡‘–’”‘’‡”Ž›
—†‡”•–‘‘†Ǥ

i Control scope creep. Š‡ƒ…–‹˜‹–‹‡•”‡“—‹”‡†–‘…ƒ””›‘—–ƒ’”‘Œ‡…–
•Š‘—Ž†„‡ˆ—ŽŽ›ƒ†…ƒ”‡ˆ—ŽŽ›†‡ˆ‹‡†‹™”‹––‡†‘…—‡–•ǤŠ‡”‡
•Š‘—Ž†ƒŽ•‘„‡™”‹––‡’”‘…‡†—”‡•ˆ‘”†‡ˆ‹‹‰ƒ†‡•–‹ƒ–‹‰–Š‡
ƒ††‡†…‘•–•‘ˆƒ††‹–‹‘ƒŽ™‘”Ǥ

i Control excessive customization. Š‡’ƒ…ƒ‰‡†•‘ˆ–™ƒ”‡…ƒ‘–
ˆ‹––Š‡‘”‰ƒ‹œƒ–‹‘ǯ•„—•‹‡••’”‘…‡••‡•’‡”ˆ‡…–Ž›ǡƒ†‹Ž‡ƒ
‘”‰ƒ‹œƒ–‹‘•ƒ›ˆƒ…‡‹•†‡…‹†‹‰™Š‡–Š‡”–‘ƒ†ƒ’––Š‡‹”’”‘…‡••‡•
–‘ˆ‹––Š‡•–ƒ†ƒ”††‡Ž‹˜‡”‡†ˆ—…–‹‘ƒŽ‹–›‘”–‘…—•–‘‹œ‡–Š‡
•‘ˆ–™ƒ”‡–‘ƒŽŽ‘™…—””‡–’”ƒ…–‹…‡•–‘”‡ƒ‹‹’Žƒ…‡ǤŠ‹Ž‡–Š‡”‡
™‹ŽŽ„‡•Š‘”–Ǧ–‡”’ƒ‹•‹’—”•—‹‰‘”‰ƒ‹œƒ–‹‘ƒŽ…Šƒ‰‡‘˜‡”
…—•–‘‹œƒ–‹‘ǡ‹–Š‡Ž‘‰”—‹–™‹ŽŽŽ‡ƒ†–‘ƒ—…ŠŽ‘™‡”–‘–ƒŽ…‘•–
‘ˆ‘™‡”•Š‹’ǡ‡ƒ•‹‡”•‘ˆ–™ƒ”‡—’‰”ƒ†‡•ǡƒ†Ž‡••‡š’‡•‹˜‡–”ƒ‹‹‰
‘ˆ—•‡”•Ǥ‘–‡–Šƒ–•‘‡…—•–‘‹œƒ–‹‘•ƒ”‡”‹•‹‡”–Šƒ‘–Š‡”•ǣƒ–
–Š‡Ž‘™”‹•‡†ǡƒ›•‘ˆ–™ƒ”‡’ƒ…ƒ‰‡•Šƒ˜‡„—‹Ž–‹‡š–”ƒDz„Žƒdz
†ƒ–ƒˆ‹‡Ž†•ˆ‘”…—•–‘—•‡Ǣˆƒ””‹•‹‡”…—•–‘‹œƒ–‹‘•–‘ƒ˜‘‹†
‹˜‘Ž˜‡ƒŽ–‡”‹‰”ƒ™•‘—”…‡…‘†‡Ǥ

Post- ’‘•–Ǧ‹’Ž‡‡–ƒ–‹‘”‡˜‹‡™ƒ††”‡••‡•™Š‡–Š‡”‘”‘––Š‡…‘’ƒ›
implementation ‰‘––Š‡‡š’‡…–‡†”‡–—”‘‹˜‡•–‡–Ǥ‡˜‹‡™‹‰Ž‡••‘•Ž‡ƒ”‡†…ƒ
review Š‡Ž’–Š‡‡š–’”‘Œ‡…–„‡‘”‡•—……‡••ˆ—ŽǤˆ–Š‡”‡˜‹‡™‹•‹…Ž—†‡†ƒ•

© 2016 APICS 1-249 Version 4.0, 2016 Edition

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Module 1: Supply Chain Design

’ƒ”–‘ˆ–Š‡‹‹–‹ƒŽ’”‘Œ‡…–’Žƒǡ‡ƒ…Šƒƒ‰‡”™‹ŽŽŠƒ˜‡ƒ•–”‘‰ˆ‡‡Ž‹‰
‘ˆƒ……‘—–ƒ„‹Ž‹–›Ǥ

’‘•–Ǧ‹’Ž‡‡–ƒ–‹‘”‡˜‹‡™•Š‘—Ž†ˆ‘…—•‘‹–‡•–Šƒ–…ƒ„‡
‡ƒ•—”‡†ƒ†–Š‡”‡ˆ‘”‡ƒƒ‰‡†Ǥ…‡–‹˜‡•ˆ‘”’”‘Œ‡…––‡ƒ‡„‡”•
ƒ”‡‡›–‘•—……‡••‹ƒ…Š‹‡˜‹‰‘˜‡”ƒŽŽ•—’’Ž›…Šƒ‹‰‘ƒŽ•ǤŠ‡•‡
‹…‡–‹˜‡••Š‘—Ž†‹…Ž—†‡ˆ‹ƒ…‹ƒŽ•—……‡••ƒ•™‡ŽŽƒ•‘–Š‡”‡ƒ•—”‡•
•—…Šƒ•…—•–‘‡”•ƒ–‹•ˆƒ…–‹‘ƒ†“—ƒŽ‹–›ȋ‹Ǥ‡Ǥǡƒ„ƒŽƒ…‡†•…‘”‡…ƒ”†
•›•–‡ȌǤ–‘…’”‹…‡‹•‘–ƒˆƒ‹”‡ƒ•—”‡ˆ‘”‹˜‡•–‡–„‡…ƒ—•‡‹–
ˆŽ—…–—ƒ–‡•‹”‡•’‘•‡–‘ƒ›ˆƒ…–‘”•Ǥ

Comprehensive šŠ‹„‹–ͳǦͶͷ‘–Š‡‡š–’ƒ‰‡’”‘˜‹†‡•ƒ‘˜‡”˜‹‡™‘ˆƒ…‘’”‡Ǧ
supply chain Š‡•‹˜‡•—’’Ž›…Šƒ‹ƒƒ‰‡‡––‡…Š‘Ž‘‰›•›•–‡ˆ”‘–Š‡
management ’‡”•’‡…–‹˜‡‘ˆƒƒ—ˆƒ…–—”‡”ǡˆ‘…—•‹‰‘–Š‡‡›ƒ’’Ž‹…ƒ–‹‘
system –‘‘Ž•–‘„‡†‹•…—••‡†‹–Š‹••‡…–‹‘ƒ•™‡ŽŽƒ•‘…—•–‘‡”
”‡Žƒ–‹‘•Š‹’ƒƒ‰‡‡–ȋȌƒ†•—’’Ž‹‡””‡Žƒ–‹‘•Š‹’
ƒƒ‰‡‡–ȋȌǡ™Š‹…Šƒ”‡†‹•…—••‡†‹‘†—Ž‡ʹǤ‘–‡–Šƒ–
ƒ›‘ˆ–Š‡•‡•›•–‡•ƒ”‡ƒŽ•‘—•‡†„›‘–Š‡”•—’’Ž›…Šƒ‹
‡„‡”•ǡƒ†–Š‡‹”•—’’Ž›‡–™‘”•ƒ†–‡…Š‘Ž‘‰‹‡•™‘—Ž†
ƒ’’‡ƒ”–‘„‡…‡–‡”‡†‘–Š‡Ǥ

‘–‡–Š‡–Š”‡‡…ƒ–‡‰‘”‹‡•ƒ––Š‡–‘’‘ˆ–Š‡‡šŠ‹„‹–ǣ’”‘…‡••˜ƒŽ—‡
•—’’Ž›…Šƒ‹ǡ˜ƒŽ—‡†‡Ž‹˜‡”›•—’’Ž›…Šƒ‹ǡƒ††‡ƒ†…Šƒ‡ŽǤ
ƒ–Š‡”–Šƒ–Š‹‹‰‘ˆƒ•—’’Ž›…Šƒ‹ƒ•ƒ‘‘Ž‹–Š‹…‡–‹–›ǡ
–‡…Š‘Ž‘‰›Šƒ•ƒŽŽ‘™‡†•—’’Ž›…Šƒ‹•–‘…‘–‹—ƒŽŽ›”‡‹˜‡–ƒ†
”‡‰‡‡”ƒ–‡–Š‡•‡Ž˜‡•„›ˆ‘”‹‰‡™•—’’Ž›…Šƒ‹•ˆ‘”†‹ˆˆ‡”‡–
’”‘†—…–•‘”…—•–‘‡”•‡‰‡–•Ǥ‹‡™‹‰ƒ•—’’Ž›…Šƒ‹ƒ•ƒ•‡–‘ˆ
‘†—Žƒ”…‘’‘‡–•Š‡Ž’•†‡‘•–”ƒ–‡–Š‹•ˆŽ‡š‹„‹Ž‹–›Ǥ

Š‡•‡…ƒ–‡‰‘”‹‡•…ƒ„‡†‡ˆ‹‡†ƒ•ˆ‘ŽŽ‘™•ǣ

i Process value supply chain. Š‹•’ƒ”–‘ˆƒ•—’’Ž›…Šƒ‹–”ƒ•Žƒ–‡•

†‡ƒ†…Šƒ‡Ž‹ˆ‘”ƒ–‹‘‹–‘’”‘†—…–•‘”•‡”˜‹…‡•Ǥ”‘…‡••
‡ˆˆ‹…‹‡…›ƒ†‡ˆˆ‡…–‹˜‡‡••ƒ”‡…”‹–‹…ƒŽǤ

i Value delivery supply chain.Š‹•’ƒ”–‘ˆƒ•—’’Ž›…Šƒ‹‹•

…‘ˆ‹‰—”‡†–‘†‡Ž‹˜‡”–Š‡•‡”˜‹…‡…‘’‘‡–‘ˆƒ’”‘†—…–Ǧ•‡”˜‹…‡
’ƒ…ƒ‰‡ƒ•†‡ˆ‹‡†„›™Šƒ––Š‡†‡ƒ†…Šƒ‡Ž˜ƒŽ—‡•Ǥ‘‡
…Šƒ‹•™‹ŽŽŠƒ˜‡‘”‡‘”ˆ‡™‡”’ƒ”–‡”•ƒ••–”ƒ–‡‰›†‡ƒ†•Ǥ

i Demand channel. ”‘ƒ’‡”•’‡…–‹˜‡ǡ–Š‡†‡ƒ†…Šƒ‡Ž

‡š‹•–•–‘…‘ŽŽ‡…–ǡƒƒŽ›œ‡ƒ††‹••‡‹ƒ–‡ƒ”‡–‹–‡ŽŽ‹‰‡…‡ƒ†
ƒ…–—ƒŽ…—•–‘‡”†‡ƒ†Ǥ

© 2016 APICS 1-250 Version 4.0, 2016 Edition

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 Section B: Design the Supply Chain

Exhibit 1-45: Comprehensive Supply Chain Management System (Manufacturer’s Perspective)

Process Value Supply Chain Value Delivery Supply Chain Demand

Channel

Flow of Goods and Services Information Flow Flow of Payments

Suppliers’
Suppliers Suppliers Manufacturers Distributors Wholesalers Retailers Customers
Enterprise Resources Planning (ERP)
External
Supplier Supplier Parent Distributor Wholesaler Retailer

ERP ERP ERP ERP ERP ERP

Advanced Planning and Scheduling (APS)

Plant 3
Subsidiary Plant 2 Subsidiary
Plant
ERP 1
ERP ERP ERP
ERP

Supply Chain Event Management (SCEM)

Active Visibility

SCEM SCEM

Warehouse Management System (WMS)

WMS WMS WMS WMS WMS WMS

Inventory Inventory Inventory Inventory Inventory Inventory

Transportation Management System (TMS)

TMS TMS TMS TMS TMS TMS

TMS (Reverse Logistics)

Customer Relationship Management (CRM) and Supplier Relationship Management (SRM)

CRM ļ SRM CRM ļ SRM CRM ļ SRM CRM ļ SRM CRM ļ SRM CRM
Suppliers’
Suppliers Manufacturers Distributors Wholesalers Retailers Customers
Suppliers



Need for timely ‘‡–‹‡••—’’Ž›…Šƒ‹•ƒ”‡ƒŽŽƒ„‘—–…‘’—–‡”•–ƒŽ‹‰–‘‘‡
and accurate ƒ‘–Š‡”™‹–Š‘—–Š—ƒ‹–‡”˜‡–‹‘Ǥƒ›…‘’ƒ‹‡•’”‘…‡••‹ŽŽ‹‘•
data ‘ˆ–”ƒ•ƒ…–‹‘•’‡”†ƒ›Ǥ›•–‡’‹•—…Šƒ’”‘…‡••–Šƒ–”‡“—‹”‡•
Š—ƒ•™‹ŽŽ‹…”‡ƒ•‡–Š‡’”‘…‡••‹‰–‹‡Ǥ‘™‡˜‡”ǡ™‹–Š‘”™‹–Š‘—–
Š—ƒ•‹–Š‡’”‘…‡••ǡ†ƒ–ƒ…ƒ„‡…‘‡…‘’”‘‹•‡†‘”‡””‘‡‘—•‘”

© 2016 APICS 1-251 Version 4.0, 2016 Edition

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Module 1: Supply Chain Design

‹–…‘—Ž†ƒ””‹˜‡–‘‘Žƒ–‡–‘„‡”‡Ž‡˜ƒ–ǡ•‘–Š‡’”‘…‡••—•–‹…Ž—†‡
•–‡’•–‘‡•—”‡–Šƒ–†ƒ–ƒƒ”‡–‹‡Ž›ƒ†ƒ……—”ƒ–‡Ǥ

Š‡’”‹ƒ”›‰‘ƒŽ‘ˆ†ƒ–ƒƒ…“—‹•‹–‹‘ƒ†—•‡‹•–‘…”‡ƒ–‡ƒ•‡ƒŽ‡••Ž‹
„‡–™‡‡ƒŽŽ’‘‹–•‘ˆ’”‘†—…–‹‘ǡ†‹•–”‹„—–‹‘ǡ’—”…Šƒ•‡ǡƒ†•‡”˜‹…‡Ǥ
Š‹•‰‘ƒŽ…ƒ„‡„”‘‡†‘™‹–‘–Š‡ˆ‘ŽŽ‘™‹‰…‘’‘‡–•ǣ
i ‘ŽŽ‡…–‹‰‹ˆ‘”ƒ–‹‘
i ”‘˜‹†‹‰–‹‡Ž›ƒ……‡••–‘†ƒ–ƒ
i ‘–”‘ŽŽ‹‰ƒ……‡••–‘”‡Ž‡˜ƒ–†ƒ–ƒ
i ‡†—…‹‰˜‹•‹„‹Ž‹–›‰ƒ’•
i ’”‘˜‹‰’Žƒ‹‰‡ˆˆ‡…–‹˜‡‡••
i •—”‹‰ƒ†ƒ‹–ƒ‹‹‰†ƒ–ƒƒ……—”ƒ…›

Collecting ˆ‘”ƒ–‹‘•Š‘—Ž†„‡…‘ŽŽ‡…–‡†ƒ–‡ƒ…Š’‘‹–ƒ–™Š‹…Šƒ‰‘‘†‹•
information Šƒ†Ž‡†‘”ƒ•‡”˜‹…‡‹•”‡†‡”‡†Ǥ‹…‡–Š‡•‡’‘‹–•‘……—”™‹–Š‹ƒ†
„‡–™‡‡ƒ›…‘’ƒ‹‡•ǡˆ”‘”ƒ™ƒ–‡”‹ƒŽ•…‘’ƒ‹‡•–‘
ƒ—ˆƒ…–—”‡”•ƒ†ƒ••‡„Ž‡”•–‘†‹•–”‹„—–‹‘…‡–‡”•ƒ†”‡–ƒ‹Ž‡”•
ȋ’Ž—•–”ƒ•’‘”–ƒ–‹‘„‡–™‡‡‡ƒ…Š’‘‹–Ȍǡ–Š‡”‡ƒ”‡ƒ–—”ƒŽŽ›ƒ›
‹†‹˜‹†—ƒŽ†ƒ–ƒ„ƒ•‡•ǤŠ‹•‹ˆ‘”ƒ–‹‘ƒ›‘”ƒ›‘–„‡•Šƒ”‡†
„‡–™‡‡•—’’Ž›…Šƒ‹’ƒ”–‡”•Ǥ

‘’”‘‘–‡”‡Ž‹ƒ„‹Ž‹–›ǡ†ƒ–ƒ…‘ŽŽ‡…–‹‘—•–„‡ƒ•ƒ—–‘ƒ–‡†ƒ•
’‘••‹„Ž‡ǡ–‘”‡†—…‡„‘–Š–Š‡†‡Žƒ›ƒ†–Š‡—„‡”‘ˆŠ—ƒ‡””‘”•Ǥ›
†ƒ–ƒ‡–”›‘–Š‡’ƒ”–‘ˆŠ—ƒ••Š‘—Ž†„‡”‡‰—Žƒ–‡†„›’‘Ž‹…‹‡•ƒ†
…‘–‹—‘—•‹’”‘˜‡‡–•—…Šƒ•–”ƒ…‹‰‡””‘””ƒ–‡•„›™‘”‡”ǤŠ‡
ˆ‘”ƒ–‘ˆ–Š‡‹ˆ‘”ƒ–‹‘—•–ƒŽ•‘„‡…‘•‹†‡”‡†Ǥ•›•–‡••Š‘—Ž†
’”‡•‡–†ƒ–ƒ‹Ž‹‡–‡”•ƒ•™‡ŽŽƒ•‹–‡”•–Šƒ–ƒ”‡”‡Ž‡˜ƒ––‘—•‡”•ǯ
‡‡†•Ǥ ‘”‡šƒ’Ž‡ǡ™Š‡ƒ‹–‡”‡†‹ƒ–‡…—•–‘‡”‹•…”‡ƒ–‹‰
•ƒ†’ƒ’‡”ǡ–Š‡•ƒ†•—’’Ž‹‡”•Š‘—Ž†„‡ƒ„Ž‡–‘•‡‡–Š‡…—•–‘‡”ǯ•
†‡ƒ†ˆ‘”‹Ž‘‰”ƒ•‘ˆ•ƒ†ƒ†‘–•Š‡‡–•‘ˆ•ƒ†’ƒ’‡”Ǥ

Providing timely ƒ–ƒƒ”‡…‘•‹†‡”‡†–‹‡Ž›‹ˆ–Š‡›ƒ”‡”‡…‡‹˜‡†„›–Š‡”‡Ž‡˜ƒ–•›•–‡
access to data ‘”†‡…‹•‹‘ƒ‡”™‹–Š‹–Š‡–‹‡‡‡†‡†–‘‡š‡…—–‡–Š‡”‡Ž‡˜ƒ–
–”ƒ•ƒ…–‹‘‘”ƒ‡–Š‡†‡…‹•‹‘ǤŠ‡”‡ˆ‘”‡ǡ•‘‡†ƒ–ƒƒ”‡‡‡†‡†
‹•–ƒ–ƒ‡‘—•Ž›ǡ™Š‹Ž‡‘–Š‡”†ƒ–ƒ…ƒ„‡•‡–‹„ƒ–…Š‡•‘”•—„Œ‡…–‡†–‘
‹–‡”‡†‹ƒ–‡•–‡’••—…Šƒ•ƒƒŽ›–‹…•ƒ†•–‹ŽŽ„‡…‘•‹†‡”‡†–‹‡Ž›Ǥ‘
”‡†—…‡•—’’Ž›…Šƒ‹…‘•–•ǡ‹ˆ‘”ƒ–‹‘—•–”‡’Žƒ…‡’Š›•‹…ƒŽ‹˜‡–‘”›
ȋ’”‡ˆ‡”ƒ„Ž›‹”‡ƒŽ–‹‡Ȍ™Š‡‡˜‡”’‘••‹„Ž‡Ǥ ‘”‡šƒ’Ž‡ǡ–Š‡’”ƒ…–‹…‡
‘ˆ’‘•–’‘‡‡–ƒŽŽ‘™•ƒ—ˆƒ…–—”‡”•–‘†‡Žƒ›’”‘†—…–†‹ˆˆ‡”‡–‹ƒ–‹‘
—–‹Žƒ…–—ƒŽ…—•–‘‡””‡“—‹”‡‡–•ƒ”‡‘™Ǥ

Controlling access ……‡••–‘”‡Ž‡˜ƒ–†ƒ–ƒǡ‡•’‡…‹ƒŽŽ›†ƒ–ƒ”‡‰ƒ”†‹‰–Š‡•–ƒ–—•‘ˆƒ–‡”‹ƒŽǡ
to relevant data ’”‘†—…–•ǡƒ†•‡”˜‹…‡•ǡ‹•–Š‡„ƒ•‹•ˆ‘”ƒ‹‰‡ˆˆ‹…‹‡–•—’’Ž›…Šƒ‹

© 2016 APICS 1-252 Version 4.0, 2016 Edition

All rights reserved Printed on 100% post-consumer waste recycled paper.
 Section B: Design the Supply Chain

†‡…‹•‹‘•ǤŠ‡‰‘ƒŽ‘ˆ†ƒ–ƒƒ……‡••‹•–‘ƒŽŽ‘™‡ƒ…Š‹ˆ‘”ƒ–‹‘—•‡”
ƒ……‡••–‘ƒ—‹ˆ‘”•‡–‘ˆ”‘Ž‡Ǧ•’‡…‹ˆ‹…†ƒ–ƒˆ”‘ƒ›’‘‹–‘ˆ…‘–ƒ…–Ǥ
‘”‡šƒ’Ž‡ǡ–Š‡•ƒ†•—’’Ž‹‡”•Š‘—Ž†‰‡––Š‡•ƒ‡‹ˆ‘”ƒ–‹‘ƒ„‘—–ƒ
…—•–‘‡”ǯ••ƒ†’ƒ’‡”•ƒŽ‡•‘””‡Œ‡…–‹‘”ƒ–‡•–‘†ƒ–‡™Š‡–Š‡”‹“—‹”‹‰
„›’Š‘‡ǡ•›•–‡ǡ‘”‹–‡”‡–‡š…Šƒ‰‡Ǥ‹‡™‹•‡ǡ”‡‰ƒ”†Ž‡••‘ˆ–Š‡
‡ƒ•—•‡†ǡ–Š‡•ƒ†˜‡†‘”•Š‘—Ž†‘–•‡‡–Š‡•ƒ†’ƒ’‡”
ƒ—ˆƒ…–—”‡”ǯ•Žƒ„‘””ƒ–‡•‘”’”‘ˆ‹–ƒ”‰‹•Ǥ

Reducing visibility ‡’‡†‹‰‘‘”‰ƒ‹œƒ–‹‘ƒŽ•–”ƒ–‡‰›‘”–Š‡•–ƒ‰‡‘ˆ•—’’Ž›…Šƒ‹
gaps †‡˜‡Ž‘’‡–ƒ…‘’ƒ›Šƒ•ƒ…Š‹‡˜‡†ǡ†ƒ–ƒƒ›‘”ƒ›‘–„‡•Šƒ”‡†Ǥ
––Š‡‡ƒ”Ž‹‡•–•–ƒ‰‡ǡ‹–‡”ƒŽ‹ˆ‘”ƒ–‹‘„‡–™‡‡†‹˜‹•‹‘•ƒ›‘–
‡˜‡„‡•Šƒ”‡†‘”ƒ›Šƒ˜‡–‘’ƒ••–Š”‘—‰Š•‡‹Ǧƒ—ƒŽ„‘––Ž‡‡…•ǡ
ƒ‹‰‹–Ž‡••”‡Ž‡˜ƒ–™Š‡•Šƒ”‡†Ǥ–Š‹‰Š‡”•–ƒ‰‡•‘ˆ†‡˜‡Ž‘’‡–ǡ
–Š‡…‘’ƒ›ƒ›•Šƒ”‡†ƒ–ƒƒ‘‰‹–•‹–‡”ƒŽƒ†’‡”Šƒ’•‡˜‡
‡š–‡”ƒŽ’ƒ”–‡”•‹”‡ƒŽ–‹‡—•‹‰•–”ƒ‹‰Š–Ǧ–Š”‘—‰Š’”‘…‡••‹‰ȋ‘”‡Ǧ
‡–”›‡‡†‡†ȌǤ

”‹–‹…ƒŽ˜‹•‹„‹Ž‹–›‹••—‡•ˆ‘”‡˜‡”›‡„‡”‘ˆƒ•—’’Ž›…Šƒ‹‹…Ž—†‡
‹–‡••—…Šƒ•‡•–‹ƒ–‹‰†‡Ž‹˜‡”›Ž‡ƒ†–‹‡•ǡ…‘’ƒ”‹‰’Žƒ‡†Ž‡ƒ†
–‹‡•ƒ‰ƒ‹•–ƒ…–—ƒŽŽ‡ƒ†–‹‡•ǡƒ†–”ƒ…‹‰–Š‡’Š›•‹…ƒŽŽ‘…ƒ–‹‘‘ˆ
ƒ›‘”†‡”‘”…‘’‘‡–Ǥ‘™‡˜‡”ǡ˜‹•‹„‹Ž‹–›‹’Ž‹‡•‘–‘Ž›–”ƒ…‹‰
ƒ–‡”‹ƒŽ•ǡ’”‘†—…–•ǡƒ†•‡”˜‹…‡•„—–ƒŽ•‘’”‘˜‹†‹‰ƒ…–‹˜‡ƒŽ‡”–•–‘
‡ƒ…Šƒˆˆ‡…–‡†’ƒ”–›‘ˆ—’…‘‹‰ƒ…–‹‘•ƒ†‡š…‡’–‹‘•–‘’Žƒ‡†
‡˜‡–••‘ƒŽ–‡”ƒ–‡ƒ…–‹‘•‘”‡–Š‘†•…ƒ„‡†‡˜‹•‡†Ǥ

Improving planning ˆ‘”‡…ƒ•–‘”‘†‡Ž‹•‘Ž›ƒ•‰‘‘†ƒ•–Š‡†ƒ–ƒ—•‡†–‘…”‡ƒ–‡‹–Ǥ‹…‡
effectiveness –Š‡•ƒŽ‡•ˆ‘”‡…ƒ•–‹•–Š‡„ƒ•‹•‘ˆƒŽ‘•–ƒŽŽ‘ˆ–Š‡‘–Š‡”„—†‰‡–•ˆ‘”ƒ
–”ƒ†‹–‹‘ƒŽƒ—ˆƒ…–—”‹‰‘”•‡”˜‹…‡…‘’ƒ›ǡ‹’”‘˜‹‰–Š‡†ƒ–ƒ—•‡†
‹’Žƒ‹‰Šƒ•ƒ†‹”‡…–‡ˆˆ‡…–‘ƒ…‘’ƒ›ǯ•’Žƒ‹‰‡ˆˆ‡…–‹˜‡‡••
ƒ†—Ž–‹ƒ–‡Ž›‘’”‘ˆ‹–ƒ„‹Ž‹–›Ǥ’”‘˜‹‰ˆ‘”‡…ƒ•–ƒ……—”ƒ…›‹•’”‹ƒ”‹Ž›
ƒˆ—…–‹‘‘ˆƒ……—”ƒ–‡ǡ–‹‡Ž›†ƒ–ƒǡ‡ƒ•—”‹‰ƒ†”‡†—…‹‰‡•–‹ƒ–‡
‡””‘”ǡƒ†’”‘†—…–Ž‡ƒ†–‹‡Ǥ

Ensuring and •—”‹‰ƒ†ƒ‹–ƒ‹‹‰†ƒ–ƒƒ……—”ƒ…›ƒ”‡…”‹–‹…ƒŽ–‘–Š‡’‡”…‡‹˜‡†
maintaining data ƒ†ƒ…–—ƒŽ—•‡ˆ—Ž‡••‘ˆƒ›–‡…Š‘Ž‘‰›•›•–‡Ǥ
accuracy 
Š‹••—„Œ‡…–‹•ƒ††”‡••‡†‹‘’‹…Ͷ‘ˆ–Š‹••‡…–‹‘Ǥ

Topic 2: Electronic Business Considerations
Electronic business(e-business)Dz‹•…‘†—…–‹‰„—•‹‡••’”‘…‡••‡•‘ƒ
‡Ž‡…–”‘‹…‡–™‘”ǡ–›’‹…ƒŽŽ›–Š‡‹–‡”‡–dzȋAPICS Dictionary,ͳͶ–Š‡†‹–‹‘ȌǤ
Ǧ„—•‹‡••‹•ƒ…‘ŽŽ‡…–‹‘‘ˆ„—•‹‡••‘†‡Ž•ƒ†’”ƒ…–‹…‡•‡ƒ„Ž‡†„›

© 2016 APICS 1-253 Version 4.0, 2016 Edition

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Module 1: Supply Chain Design

‹–‡”‡––‡…Š‘Ž‘‰‹‡•–Šƒ–‡–™‘”…—•–‘‡”•ǡ•—’’Ž‹‡”•ǡƒ†’”‘†—…–‹˜‡
…ƒ’ƒ„‹Ž‹–‹‡•‹‘”†‡”–‘…‘–‹—ƒŽŽ›‹’”‘˜‡•—’’Ž›…Šƒ‹’‡”ˆ‘”ƒ…‡Ǥ

Š‡”‡ƒ”‡ˆ‘—”–›’‡•‘ˆ‡Ž‡…–”‘‹…„—•‹‡••‘†‡Ž•ǣ„—•‹‡••Ǧ–‘Ǧ…‘•—‡”
ȋʹȌǡ„—•‹‡••Ǧ–‘Ǧ„—•‹‡••ȋʹȌǡ…‘•—‡”Ǧ–‘Ǧ…‘•—‡”ȋʹȌǡƒ†
…‘•—‡”Ǧ–‘Ǧ„—•‹‡••ȋʹȌǤŽŽƒ”‡…‘•‹†‡”‡†–‘„‡–›’‡•‘ˆ‡Ǧ…‘‡”…‡Ǥ
‹…‡–Š‡ˆ‘…—•‘ˆ‡Ž‡…–”‘‹…„—•‹‡••‹•‘‹’”‘˜‹‰–Š‡’‡”ˆ‘”ƒ…‡‘ˆ
–Š‡‡š–‡†‡†‡–‡”’”‹•‡ǡ–Š‹•–‘’‹…ˆ‘…—•‡•‘–Š‡ʹƒ†ʹ‘†‡Ž•Ǥ

Electronic •ƒ•—„…‘’‘‡–‘ˆ‡Ž‡…–”‘‹…„—•‹‡••ǡ‡Ǧ…‘‡”…‡”‡ˆ‡”•–‘–Šƒ–
business ’ƒ”–‘ˆ‡Ž‡…–”‘‹…„—•‹‡••–Šƒ–Šƒ•–‘†‘™‹–Š…‘†—…–‹‰‡Ž‡…–”‘‹…
terminology –”ƒ•ƒ…–‹‘•ǤŠ‡APICS Dictionary,ͳͶ–Š‡†‹–‹‘ǡ†‡ˆ‹‡•electronic
commerce (e-commerce)ƒ•Dz–Š‡—•‡‘ˆ…‘’—–‡”ƒ†
–‡Ž‡…‘—‹…ƒ–‹‘–‡…Š‘Ž‘‰‹‡•–‘…‘†—…–„—•‹‡••˜‹ƒ‡Ž‡…–”‘‹…
–”ƒ•ˆ‡”‘ˆ†ƒ–ƒƒ††‘…—‡–•Ǥdz

‘†ƒ›ǡ•‘‡Ž‡˜‡Ž‘ˆ‡Ž‡…–”‘‹…„—•‹‡••‹•”‡“—‹”‡†ˆ‘”ƒŽ‘•–ƒŽŽ
‘”‰ƒ‹œƒ–‹‘•ǡƒ†–‘†ƒ›ǡ‘–‘Ž›ʹ„—–ƒŽ•‘ʹ…‘’ƒ‹‡•‡‰ƒ‰‡‹
‡Ǧ…‘‡”…‡ȋ‡Ǥ‰Ǥǡ‹†—•–”‹ƒŽ’”‘†—…–•Ȍ–‘‡š–‡†–Š‡‹”•—’’Ž›…Šƒ‹•Ǥ‘–
ƒŽŽ‘”‰ƒ‹œƒ–‹‘•™‹ŽŽ„‡ƒ„Ž‡–‘•‡ŽŽ–Š‡‹”’”‘†—…–•‘”•‡”˜‹…‡•‘–Š‡
‹–‡”‡–ǡ„—–ƒŽ‘•–ƒŽŽ•Š‘—Ž†‡‰ƒ‰‡‹„”ƒ†ƒ™ƒ”‡‡••ƒ†ƒ”‡–‹‰
—•‹‰ƒ–Ž‡ƒ•–ƒ™‡„•‹–‡ǡ‡˜‡‹ˆ–Š‡•‹–‡‹•Œ—•–‹ˆ‘”ƒ–‹‘ƒŽ”ƒ–Š‡”–Šƒ
‹–‡”ƒ…–‹˜‡Ǥ‹•—•‡†–‘…”‡ƒ–‡™‡„’ƒ‰‡•–Šƒ–’‡”‹––Š‡—•‡”–‘
…”‡ƒ–‡–‡š–ǡŠ›’‡”–‡š–Ž‹•ǡƒ†—Ž–‹‡†‹ƒ‡Ž‡‡–•™‹–Š‹–Š‡’ƒ‰‡Ǥ
‹•‘–ƒ’”‘‰”ƒ‹‰Žƒ‰—ƒ‰‡ǡ„—–ƒ™ƒ›–‘ˆ‘”ƒ––‡š–Ǥ

‘†‡”™‡„•‹–‡•ƒŽ•‘‡‰ƒ‰‡‹™Šƒ–‹•…ƒŽŽ‡†”‡•’‘•‹˜‡†‡•‹‰ǡ™Š‹…Š
†‡–‡…–•–Š‡–›’‡‘ˆ†‡˜‹…‡–Š‡—•‡”‹•—•‹‰–‘ƒ……‡••–Š‡•‹–‡ǡ–Š‡
ƒ—–‘ƒ–‹…ƒŽŽ›”‡ˆ‘”ƒ–•–Š‡‹ˆ‘”ƒ–‹‘ˆ‘”‘’–‹ƒŽ†‹•’Žƒ›‘ƒ’Š‘‡
‘”–ƒ„Ž‡–ǡ‹ƒ††‹–‹‘–‘‡ƒ„Ž‹‰–‘—…Š•…”‡‡…ƒ’ƒ„‹Ž‹–‹‡•ƒ•‡‡†‡†Ǥ
–Š‹•™ƒ›ǡ‘‡ǯ•™‡„•‹–‡™‹ŽŽ‘–ƒ’’‡ƒ”‡š–”‡‡Ž›–‹›‘ƒ’Š‘‡‘”„‡
‘–Š‡”™‹•‡†‹ˆˆ‹…—Ž––‘ƒ……‡••Ǥƒ††‹–‹‘–‘–Š‹•ǡ•‘‡‘”‰ƒ‹œƒ–‹‘•™‹ŽŽ
„‡‡ˆ‹–ˆ”‘†‡˜‡Ž‘’‹‰ƒ†‘™Ž‘ƒ†ƒ„Ž‡ƒ’’ˆ‘”•ƒ”–’Š‘‡•ƒ†
–ƒ„Ž‡–•Ǥ

Enabling virtual Virtual organizationsƒ”‡Dz•Š‘”–Ǧ–‡”ƒŽŽ‹ƒ…‡•„‡–™‡‡‹†‡’‡†‡–
organizations ‘”‰ƒ‹œƒ–‹‘•‹ƒ’‘–‡–‹ƒŽŽ›Ž‘‰Ǧ–‡””‡Žƒ–‹‘•Š‹’–‘†‡•‹‰ǡ’”‘†—…‡ǡ
ƒ††‹•–”‹„—–‡ƒ’”‘†—…–Ǥ”‰ƒ‹œƒ–‹‘•…‘‘’‡”ƒ–‡„ƒ•‡†‘—–—ƒŽ
˜ƒŽ—‡•ƒ†ƒ…–ƒ•ƒ•‹‰Ž‡‡–‹–›–‘–Š‹”†’ƒ”–‹‡•dzȋAPICS Dictionary,ͳͶ–Š
‡†‹–‹‘ȌǤ

Šƒ•‡ƒ„Ž‡†•‘‡•—’’Ž›…Šƒ‹•–‘„‡…‘‡˜‹”–—ƒŽ‘”‰ƒ‹œƒ–‹‘•Ǥ
Š‡›—•‡†ƒ–ƒ–‘”‡’Žƒ…‡ƒ‡Ǧ–‘Ǧ•–‘…ȋ‹Ǥ‡Ǥǡƒ‡Ǧ–‘Ǧˆ‘”‡…ƒ•–ǡ‘”

© 2016 APICS 1-254 Version 4.0, 2016 Edition

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 Section B: Design the Supply Chain

’—•ŠȌ™‹–Šƒ‡Ǧ–‘Ǧ‘”†‡”ȋ’—ŽŽȌ‘”‰‘‡˜‡ˆ—”–Š‡”ƒ†’”‘˜‹†‡–Š‹•
†ƒ–ƒ–‘•—’’Ž‹‡”•ǡ™Š‘…‘•—Ž–™‹–Š–Š‡‘”‰ƒ‹œƒ–‹‘‘’”‘†—…–†‡•‹‰
ƒ†’‡”ˆ‘”•‹‰‹ˆ‹…ƒ–ƒ—ˆƒ…–—”‹‰–ƒ••Ǥ

‹”–—ƒŽ‘”‰ƒ‹œƒ–‹‘•„—‹Ž†–”—•–„‡–™‡‡’ƒ”–‡”•„›•Šƒ”‹‰
‹ˆ‘”ƒ–‹‘ǤŠ‡‘”‡‹ˆ‘”ƒ–‹‘‡ƒ…Š’ƒ”–‡”‘ˆˆ‡”•ǡ–Š‡‘”‡
”‘„—•––Š‡”‡Žƒ–‹‘•Š‹’„‡…‘‡•Ǥ†–Š‡ˆƒ•–‡”–Š‡ˆŽ‘™‘ˆ‹ˆ‘”ƒ–‹‘ǡ
–Š‡‘”‡‡ˆˆ‹…‹‡–ƒ†ƒ‰‹Ž‡–Š‡˜‹”–—ƒŽ‘”‰ƒ‹œƒ–‹‘„‡…‘‡•Ǥ ‘”•‘‡
…Šƒ‹•ǡ•’‡‡†ƒ†ƒ……—”ƒ…›„‡…‘‡–Š‡†‹ˆˆ‡”‡–‹ƒ–‘”•–Šƒ–ƒŽŽ‘™–Š‡
˜‹”–—ƒŽ‘”‰ƒ‹œƒ–‹‘–‘™‹…—•–‘‡”•Ǥ

Š‡•‡ŽŽ‡”•Šƒ˜‡ƒ……‡••–‘‰”‡ƒ–‡”†‡–ƒ‹Žƒ„‘—–’—”…Šƒ•‹‰Š‹•–‘”›ƒ†
„—›‡”’”‡ˆ‡”‡…‡•ǡ–Š‡›ƒ”‡ƒ„Ž‡–‘’”‘˜‹†‡‡Šƒ…‡†•‡”˜‹…‡Ǥ ‘”
‡šƒ’Ž‡ǡƒ’Šƒ”ƒ…‡—–‹…ƒŽ™Š‘Ž‡•ƒŽ‡”†‡•‹‰‡†ƒ˜‹”–—ƒŽ‘”‰ƒ‹œƒ–‹‘
„›’”‘˜‹†‹‰—Ž–‹’Ž‡‹†‡’‡†‡–’Šƒ”ƒ…‹‡•™‹–Šƒ‹–‡”‡–Ǧ„ƒ•‡†
•›•–‡ˆ‘”‘”†‡”‹‰ǡƒ……‘—–‹‰ǡƒ†‹˜‡–‘”›…‘–”‘ŽǤŠ‡™Š‘Ž‡•ƒŽ‡”
‰‘–ƒŽƒ”‰‡•‡–‘ˆ…ƒ’–‹˜‡ƒ……‘—–•ǡ‹ˆ‘”ƒ–‹‘‘ƒ…–—ƒŽ…—•–‘‡”•ǡƒ†
ƒ’‘”–‹‘‘ˆ–Š‡‹’”‘˜‡†”‡–—”•‹‡š…Šƒ‰‡ˆ‘”–Š‡‹”‹˜‡•–‡–Ǥ
Š‡‹†‡’‡†‡–’Šƒ”ƒ…‹‡•‹’”‘˜‡†…—•–‘‡”•ƒ–‹•ˆƒ…–‹‘ƒ†ƒŽŽ
’ƒ”–‡”•”‡†—…‡†‹˜‡–‘”‹‡•Ǥ

Š‡•’‡‡†ƒ–™Š‹…Š˜‹”–—ƒŽ‘”‰ƒ‹œƒ–‹‘•…ƒƒ†ƒ’––‘‡™„—•‹‡••
•‹–—ƒ–‹‘•‹•–Š‡‡›–‘–Š‡‹”•—……‡••Ǥƒ›˜‹”–—ƒŽ‘”‰ƒ‹œƒ–‹‘•Šƒ˜‡
–Š‹••’‡‡†„‡…ƒ—•‡–Š‡›ƒ”‡ƒ…‘•–ƒ–Ž›ƒ†ƒ’–‹‰‡–™‘”‘ˆ‹ˆ‘”ƒŽ
”‡Žƒ–‹‘•Š‹’•‡ƒ„Ž‡†„›…‘—‹…ƒ–‹‘•–Šƒ–ƒ”‡ˆŽ‡š‹„Ž‡ƒ†‡ƒ•›–‘
•‡–—’Ǥ‘‡‡„‡”•‘ˆ–Š‡‡–™‘””‡ƒ‹ƒ–ƒ…‘‘†‹–›Ž‡˜‡Žǡ
™Š‹Ž‡–Š‘•‡™Š‘•Šƒ”‡„‡––‡”‹ˆ‘”ƒ–‹‘‘”’”‘˜‹†‡‰”‡ƒ–‡”˜ƒŽ—‡ˆ‘”
–Š‡™Š‘Ž‡‰”ƒ†—ƒŽŽ›„‡…‘‡’ƒ”–‡”•Ǥ

‹”–—ƒŽ‘”‰ƒ‹œƒ–‹‘•ƒ›‡‡†–‘™‡ƒ‡–Š‡‹”ˆ‘”ƒŽŠ‹‡”ƒ”…Š‹…ƒŽ
‘”‰ƒ‹œƒ–‹‘ƒŽ•–”—…–—”‡•ƒ†‹•–‡ƒ†‡’‘™‡”‹†‹˜‹†—ƒŽ•ƒ†‡˜‡
–‡ƒ•™Š‘”‡’”‡•‡–ƒ’ƒ”–‹…—Žƒ”…‘”‡…‘’‡–‡…›–‘‹ˆ‘”ƒŽŽ›™‘”
™‹–Š‘–Š‡”•‘—–•‹†‡–Š‡‘”‰ƒ‹œƒ–‹‘ƒ•‹ˆ–Š‡›™‡”‡‡’Ž‘›‡‡•ǡƒ‡
†‡…‹•‹‘•ǡƒ†”‡ˆ‹‡•–”ƒ–‡‰‹‡•Ǥ›‡’‘™‡”‹‰‹†‹˜‹†—ƒŽ•–‘ƒ…–
‘—–•‹†‡ˆ‘”ƒŽ‘”‰ƒ‹œƒ–‹‘ƒŽ•–”—…–—”‡•ǡ˜‹”–—ƒŽ‘”‰ƒ‹œƒ–‹‘•™‘”–‘
ƒ…Š‹‡˜‡–Š‡„‡‡ˆ‹–•‘ˆ„‘–Š…‡–”ƒŽ‹œƒ–‹‘ƒ††‡…‡–”ƒŽ‹œƒ–‹‘Ǥ

‹”–—ƒŽ‘”‰ƒ‹œƒ–‹‘Šƒ•‹–•”‹••ǣ‹ˆ–Š‡˜‹”–—ƒŽ‘”‰ƒ‹œƒ–‹‘ˆƒ‹Ž•–‘
†‡•‹‰Ǧ‹‹ˆ‘”ƒŽ…‘–”‘Ž•ǡ‹…‡–‹˜‡•ǡƒ†–”ƒ‹‹‰ǡ‹†‹˜‹†—ƒŽ
†‡…‹•‹‘•…‘—Ž†…ƒ—•‡–Š‡‘”‰ƒ‹œƒ–‹‘–‘”‡˜‡”––‘Ž‘…ƒŽŽ›‘’–‹ƒŽ„—–
‘˜‡”ƒŽŽ•—„‘’–‹ƒŽ†‡…‹•‹‘•Ǥ‘–Š‡””‹•‹•ƒ„ƒ…Žƒ•Šˆ”‘
‘”‰ƒ‹œƒ–‹‘ƒŽŠ‹‡”ƒ”…Š‹‡•ǡ’‘–‡–‹ƒŽŽ›Ž‡ƒ†‹‰–‘ƒ”‡–—”–‘ˆ—…–‹‘ƒŽ
•‹Ž‘•Ǥ‘™‡˜‡”ǡ–‡…Š‘Ž‘‰›–Šƒ–†‹†‘–‡š‹•–™Š‡–”ƒ†‹–‹‘ƒŽ

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Module 1: Supply Chain Design

‘”‰ƒ‹œƒ–‹‘ƒŽŠ‹‡”ƒ”…Š‹‡•™‡”‡ˆ‘”‡†…ƒŠ‡Ž’–Š‡•‡‡™
†‹•ƒ‰‰”‡‰ƒ–‡†ǡ‹ˆ‘”ƒŽ…‘–”‘Ž•–”—…–—”‡•–‘•—”˜‹˜‡ƒ†‡˜‡–Š”‹˜‡Ǥ

Internet- Š‡‰‘ƒŽ‘ˆƒŽŽ•—’’Ž›…Šƒ‹•ǡ‹–‡”‡–Ǧ‡ƒ„Ž‡†‘”‘–ǡ•Š‘—Ž†„‡ƒ
enabled supply ‡–™‘”–Šƒ–ˆ—…–‹‘•ƒ•‹ˆ‹–™‡”‡ƒ•‹‰Ž‡™‡ŽŽǦ”—…‘’ƒ›ǤŠ‡
chains „‘—†ƒ”‹‡•ǡ‡˜‡™Š‡‰‡‘‰”ƒ’Š‹…ƒŽŽ›†‹•’‡”•‡†ǡ•Š‘—Ž†„‡‹˜‹•‹„Ž‡–‘
–Š‡…—•–‘‡”ǤŠ‡‹–‡”‡–Šƒ•ƒ†‡–Š‹•ˆ‡ƒ•‹„Ž‡ǡ‹ˆ•–‹ŽŽ…ŠƒŽŽ‡‰‹‰ǡˆ‘”
ƒ›•—’’Ž›‡–™‘”•Ǥ

–‡”‡–Ǧ‡ƒ„Ž‡†•—’’Ž›…Šƒ‹•Ȅ–Š‘•‡‹™Š‹…ŠƒŽŽ’ƒ”–‡”••Šƒ”‡†ƒ–ƒ
–Š”‘—‰Š–Š‡‹–‡”‡–ȄŠƒ˜‡•’‡…‹ˆ‹……Šƒ”ƒ…–‡”‹•–‹…•–Šƒ–†‹•–‹‰—‹•Š
–Š‡ˆ”‘Ž‡••ƒ†˜ƒ…‡†•—’’Ž›…Šƒ‹•ǤŠ‡›‡šŠ‹„‹––Š‡•‡
…Šƒ”ƒ…–‡”‹•–‹…•‹†‹ˆˆ‡”‡–†‡‰”‡‡•ǡ†‡’‡†‹‰—’‘–Š‡•‘’Š‹•–‹…ƒ–‹‘
‘ˆ–Š‡‹”•–”ƒ–‡‰›ƒ†—•‡‘ˆ‹–‡”‡––‡…Š‘Ž‘‰›Ǥ

†‡ƒŽŽ›ǡƒ‹–‡”‡–Ǧ‡ƒ„Ž‡†•—’’Ž›…Šƒ‹”‡ƒŽ‹œ‡•–Š‡ˆ‘ŽŽ‘™‹‰„‡‡ˆ‹–•ǣ

i Visibility and efficient, responsive, and customer-focused
networks.–‡”‡–Ǧ‡ƒ„Ž‡†•—’’Ž›…Šƒ‹•…ƒ”‡ƒŽ‹œ‡–Š‡„‡‡ˆ‹–•‘ˆ
‹–‡‰”ƒ–‹‘Ǥ

i Global reach.•–ƒ–ƒ‡‘—•…‘—‹…ƒ–‹‘–Š”‘—‰Š–Š‡‹–‡”‡–
‡Ž‹‹ƒ–‡•†‹•–ƒ…‡…‘•–”ƒ‹–•ƒ†–‹‡‘ˆ†ƒ›…‘•–”ƒ‹–•‘
„—›‹‰ƒ†•‡ŽŽ‹‰Ǥ

i Improved financial position.Š‡‹–‡”‡–’”‘˜‹†‡•‹…”‡ƒ•‡†
”‡˜‡—‡ƒ†’”‘ˆ‹–ƒ”‰‹–Š”‘—‰Š‰Ž‘„ƒŽ•ƒŽ‡•™‹–Šˆ‡™‡”
‹–‡”‡†‹ƒ”‹‡•ǡ‹…”‡ƒ•‡†…—•–‘‡”Ž‘›ƒŽ–›–Š”‘—‰Š’‡”•‘ƒŽ‹œ‡†
…‘–ƒ…–ǡ•’‡‡†–‘ƒ”‡–ǡƒ†”‡†—…‡†…‘•–•Ǥ

šŠ‹„‹–ͳǦͶ͸‘–Š‡‡š–’ƒ‰‡•Š‘™•Š‘™–Š‡–”ƒ†‹–‹‘ƒŽƒ†‡Ž‡…–”‘‹…
„—•‹‡•••—’’Ž›…Šƒ‹•†‹ˆˆ‡”Ǥ

Software as a Software as a service (SaaS)ƒ”‡…‘’—–‡”•‡”˜‹…‡•–Šƒ–ƒ”‡’”‘˜‹†‡†
service (SaaS) „›ƒ–Š‹”†’ƒ”–›–Šƒ–‡‡’ƒŽŽ‘ˆ–Š‡•‘ˆ–™ƒ”‡ƒ†Šƒ”†™ƒ”‡‹‹–•’Žƒ…‡
‘ˆ„—•‹‡••ƒ†–Š‡…‘’ƒ›—•‹‰–Š‡•‡”˜‹…‡•ƒ……‡••‡•–Š‡‹””‡‘–‡
•‡”˜‡”•Ǥƒƒ‹•‡ˆˆ‡…–‹˜‡Ž›”‡–‹‰–Š‡•‘ˆ–™ƒ”‡ƒ†ƒ……‡••‹‰‹–‘˜‡”
–Š‡‹–‡”‡–Ǥ–‡Ž‹‹ƒ–‡•–‹‡”‡“—‹”‡†ˆ‘”‹•–ƒŽŽƒ–‹‘•ƒ†—’‰”ƒ†‡•Ǥ
‘”‡šƒ’Ž‡ǡ
‘‘‰Ž‡ǯ•™‘”†’”‘…‡••‹‰ƒ†•’”‡ƒ†•Š‡‡––‘‘Ž•ˆ—Žˆ‹ŽŽ–Š‡
„ƒ•‹……”‹–‡”‹ƒ‘ˆƒƒƒƒ’’Ž‹…ƒ–‹‘ǣ
i ˜‡†‘”ȋ
‘‘‰Ž‡Ȍ
i ‘‰‹…ƒ††ƒ–ƒ•–‘”‡†‹ƒ…‡–”ƒŽŽ‘…ƒ–‹‘
i †Ǧ—•‡”ƒ……‡••–‘†ƒ–ƒƒ†•‘ˆ–™ƒ”‡ǡ”—ƒ†—•‡†‘˜‡”–Š‡
‹–‡”‡–

© 2016 APICS 1-256 Version 4.0, 2016 Edition

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Exhibit 1-46: Traditional Versus Electronic Business Supply Chain
Characteristic Traditional Supply Chain
Ownership model i Own the supply chain
i Vertically organized
i Mergers and acquisitions
Competitive i Big dominate the small
advantage i Barriers to market entry: high
market share and many physical
assets
Who is channel i Firm closest to customer: retailer
master/nucleus firm? for consumer goods, manufacturer
for industrial goods
Trading interaction i Rivalry; each party seeks the best
deal at the expense of the other
i Terms dictated by channel master
i Much friction in interactions
Working with i No interaction with rivals
competition
Production focus i Economies of scale and scope
Collaborative stage i Internal organizational silos
i Cross-functional cooperation
i Proprietary, expensive networking
i Batch processing
Suppliers i Fixed industry structures: number
of suppliers limited by buyer
relationships, e.g., over the phone
i A few, long-term partnerships and
a moderate number of commodity
and/or adversarial relationships
Customer service i Purely reactive, narrow view
i Narrow product/service offerings
i Little feedback used
Intermediaries i Fixed, often vertically integrated
(brokers, relations
distributors, freight
forwarders, dealers)


© 2016 APICS 1-257
All rights reserved
Section B: Design the Supply Chain
Electronic Business Supply Chain
i Own the core capabilities
i Virtually organized using
collaborative processes and IT
i Outsourced business processes
i Fast dominate the slow
i Physical assets become barriers
to change and are tied-up costs
i Agile companies find new
business models that dominate
industry
i Firm with most brand equity and
most efficient model: even small
firms get global reach from
internet
i Collaborative arrangements that
share the risks and rewards
i Terms set by mutual agreement
i Fluid interactions
i Same party can be buyer,
supplier, rival, and/or trading
partner, depending on mutual
gain
i Where no mutual gain can be
found, rivalry still exists
i Engineering competitive supply
chain
i External trading partner silos
i Cross-company cooperation
i Open, inexpensive networking
i Real-time and batch processing
i Open competition via electronic
marketplaces and auctions
i Collaboration allows faster
partner integration so firms have
many continuously reconfigurable
relationships at every level
i Proactive, broad view
i Segment-specific product-service
i Better use of feedback
i Business models may avoid some
intermediaries entirely
i Some reintermediation as these
channels find way to add value
Version 4.0, 2016 Edition
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Module 1: Supply Chain Design

ƒƒ‹‘—”‡šƒ’Ž‡‹•‰‡‡”ƒŽŽ›…Žƒ••‹ˆ‹‡†ƒ•‘‡„”‘ƒ†…ƒ–‡‰‘”›‘ˆ
ƒƒȄ…—•–‘‡”Ǧ‘”‹‡–‡†•‡”˜‹…‡•Ǥ—•‹‡••Ǧ‘”‹‡–‡†ƒƒƒ’’Ž‹…ƒ–‹‘•
ƒ”‡‘ˆ–‡DzŽ‹‡•‘ˆ„—•‹‡•••‡”˜‹…‡•ǡdz‘”„—•‹‡•••‘Ž—–‹‘•ˆ‘”’”‘…‡••‡•
•—…Šƒ••—’’Ž›…Šƒ‹ƒƒ‰‡‡–ǡ…—•–‘‡””‡Žƒ–‹‘•ǡƒ†‘–Š‡”•Ǥ

–Š‡…‘˜‡–‹‘ƒŽ•‘ˆ–™ƒ”‡ƒ’’Ž‹…ƒ–‹‘‘†‡Žǡ–Š‡—•‡”’—”…Šƒ•‡•ƒ
•‘ˆ–™ƒ”‡’ƒ…ƒ‰‡ƒ†Ž‹…‡•‡ǡ’ƒ›‹‰ƒ‘‡Ǧ–‹‡ˆ‡‡ǤŠ‡—•‡”‘™•–Š‡
•‘ˆ–™ƒ”‡ǡƒ†–Š‡˜‡†‘”‘”†‡˜‡Ž‘’‡”’”‘˜‹†‡••—’’‘”–ƒ†—’†ƒ–‡•
ƒ……‘”†‹‰–‘–Š‡–‡”•‘ˆ–Š‡Ž‹…‡•‹‰ƒ‰”‡‡‡–Ǥƒƒƒ’’Ž‹…ƒ–‹‘•†‘
‘–Šƒ˜‡Ž‹…‡•‡•Ǥ‘ˆ–™ƒ”‡’ƒ›‡–•ƒ”‡ˆ‘”•—„•…”‹’–‹‘•ȋ—•—ƒŽŽ›
‘–ŠŽ›ȌǤ•‡”ƒ……‡••ƒ†—•‡‡†•™Š‡–Š‡—•‡”•–‘’•’ƒ›‹‰ˆ‘”–Š‡
•—„•…”‹’–‹‘Ǥ —”–Š‡”ǡ–Š‡•‘ˆ–™ƒ”‡‹•‘–†‘™Ž‘ƒ†‡†–‘–Š‡—•‡”ǯ•
…‘’—–‡”‘”•‡”˜‡”„—–‹•ƒ……‡••‡†‘–Š‡‹–‡”‡–Ǥ

šŠ‹„‹–ͳǦͶ͹•—ƒ”‹œ‡••‘‡„ƒ•‹…ƒ†˜ƒ–ƒ‰‡•‘ˆƒƒˆ‘”—•‡”•ƒ†
˜‡†‘”•Ǥ

Exhibit 1-47: Key Advantages of SaaS

User Advantages Vendor Advantages

i Lower initial costs—no large licensing fee i Continuous stream of income—ongoing
reduces barriers to use; no IT investments subscription fees typically exceed the
i Immediate use—no long implementations traditional one-time software licensing
i Upgrades are automatic—the vendor makes i Only one active version to support
improvements and fixes to the active version i Reduced software piracy and unlicensed use
i Smaller storage requirements—storage is the as well as fewer losses associated with such
SaaS provider’s responsibility activities
i Fewer personnel—reduced need for internal
IT people for installation, monitoring,
maintenance, and updates


SaaS challenges and uses
‡”–ƒ‹Ž›ƒƒ†‘‡•‘–…‘‡™‹–Š‘—–…ŠƒŽŽ‡‰‡•Ǥ‡†‘”•—•–
…‘•–ƒ–Ž›”‡ƒˆˆ‹”–Šƒ–ƒƒ•‘Ž—–‹‘•ƒ”‡Ž‹‰Š–‡”ǡ•‹’Ž‡”ǡ‘”‡
‹–—‹–‹˜‡ǡƒ†‘”‡ƒ‰‹Ž‡Ǥ•‡”•ƒ”‡Ž‘‘‹‰–‘˜‡†‘”•–‘ˆƒ…‹Ž‹–ƒ–‡‡ƒ•‹‡”
†‡’Ž‘›‡–•ƒ†’”‘˜‹†‡‘”‡”‘„—•–‹–‡‰”ƒ–‹‘•–”ƒ–‡‰‹‡•–Šƒ–
”‡…‘‰‹œ‡–Š‡Š‡–‡”‘‰‡‡‘—•‡˜‹”‘‡–•–Šƒ–‘•–…—•–‘‡”•‘™
”—ƒ†™‹ŽŽ”—‹–Š‡‡ƒ”ˆ—–—”‡Ǥ’’Ž‹…ƒ–‹‘ƒ”‡ƒ•™Š‡”‡ˆ—…–‹‘ƒŽ‹–›
‹•ˆƒ‹”Ž›•–ƒ†ƒ”†‹œ‡†ƒ†…‘‘†‹–‹œ‡†ȋ•—…Šƒ•ǡ•‡…—”‹–›ǡƒ†
Š‡Ž’†‡•Ȍƒ”‡–Š—•ˆƒ”–Š‡‘•–’”‡˜ƒŽ‡–—•‡•ˆ‘”ƒƒǤ
ƒ’•‹
…—•–‘‹œƒ–‹‘ƒ†‹–‡‰”ƒ–‹‘…ƒ’ƒ„‹Ž‹–‹‡•ƒ‡ƒƒŽ‡••ƒ’’‡ƒŽ‹‰‹
ƒ”‡ƒ•”‡“—‹”‹‰•’‡…‹ƒŽ‹œƒ–‹‘‘”…‘’Ž‡šǡ”‡ƒŽǦ–‹‡‹–‡‰”ƒ–‹‘Ǥ


© 2016 APICS 1-258 Version 4.0, 2016 Edition

All rights reserved Printed on 100% post-consumer waste recycled paper.
 Section B: Design the Supply Chain

Cloud computing Ž‘—†…‘’—–‹‰†‡’Ž‘›•’‘™‡”ˆ—Ž…‘’—–‹‰ƒ’’Ž‹…ƒ–‹‘•ǡ’Žƒ–ˆ‘”•ǡ

ƒ†•‡”˜‹…‡•‘˜‡”–Š‡‹–‡”‡–ǤŠ‡Dz…Ž‘—†dz‹•ƒ‡–™‘”‘ˆ†ƒ–ƒ…‡–‡”•
‡ƒ„Ž‹‰…‘’—–‹‰”‡•‘—”…‡•–‘„‡ƒ……‡••‡†ƒ†•Šƒ”‡†ƒ•˜‹”–—ƒŽ
”‡•‘—”…‡•‹ƒ•‡…—”‡ƒ†•…ƒŽƒ„Ž‡ƒ‡”ǤŠ‹Ž‡…Ž‘—†…‘’—–‹‰‹•
‘ˆ–‡ƒ†˜‡”–‹•‡†ƒ•ƒ™ƒ›–‘…‘‡…–™‹–Š‡š–‡”ƒŽ•‡”˜‹…‡’”‘˜‹†‡”•ǡ
…Ž‘—†…‘’—–‹‰…ƒƒŽ•‘„‡—•‡†ˆ‘”‹–‡”ƒŽ’—”’‘•‡•Ǥ ‘”‡šƒ’Ž‡ǡ
Žƒ”‰‡…‘’ƒ‹‡•…ƒ˜‹”–—ƒŽ‹œ‡–Š‡‹”‘™•‡”˜‡”•ƒ†…”‡ƒ–‡‹–‡”ƒŽ
…Ž‘—†•–Šƒ–…ƒ•ƒ˜‡‘‡›ƒ†’”‘˜‹†‡„‡––‡””‡•—Ž–•–ŠƒŠƒ˜‹‰
†‡†‹…ƒ–‡†•‡”˜‡”•ˆ‘”‡ƒ…Šƒ’’Ž‹…ƒ–‹‘Ǥ

––Š‹•–‹‡ǡ•–ƒ†ƒ”†•ˆ‘”…‘‡…–‹‰–Š‡…‘’—–‡”•›•–‡•ƒ†–Š‡
•‘ˆ–™ƒ”‡‡‡†‡†–‘ƒ‡…Ž‘—†…‘’—–‹‰™‘”ƒ”‡‘–ˆ—ŽŽ›†‡ˆ‹‡†ǡ
ƒ†˜‡†‘”–‡…Š‘Ž‘‰‹‡•†‹ˆˆ‡”Ǥ‘™‡˜‡”ǡƒ›ƒƒ…Ž‘—†Ǧ„ƒ•‡†
•›•–‡•†‘Šƒ˜‡™ƒ›•–‘‹–‡”ˆƒ…‡™‹–Šƒ‘”‰ƒ‹œƒ–‹‘ǯ••›•–‡•ǡ
ˆ‘”‡šƒ’Ž‡Ǥ•…Ž‘—†…‘’—–‹‰…‘–‹—‡•–‘‰ƒ‹ƒ••ƒ’’‡ƒŽ‹
…‘”’‘”ƒ–‡†ƒ–ƒ…‡–‡”•ǡ•—’’Ž›…Šƒ‹ƒ’’Ž‹…ƒ–‹‘•™‹ŽŽ—†‘—„–‡†Ž›
‰”‘™Ǥ……‘”†‹‰–‘ƒʹͲͳͶˆ‘•›••—”˜‡›ǡƒ†ƒŽ•‘ƒʹͲͳͶ‡”‹œ‘
–‡”’”‹•‡‘Ž—–‹‘••—”˜‡›ǡ…Ž‘—†…‘’—–‹‰Šƒ•‡–‡”‡†–Š‡
ƒ‹•–”‡ƒƒ†„—•‹‡••‡•™ƒ––‘—•‡‹–„‘–Š–‘”‡†—…‡…‘•–•ƒ†–‘
‹…”‡ƒ•‡„—•‹‡••ƒ‰‹Ž‹–›Ǥƒ›•›•–‡•Šƒ˜‡‡Šƒ…‡†–Š‡‹”
†‡Ž‹˜‡”›‡–Š‘†•—•‹‰…Ž‘—†Ǧƒ†™‡„Ǧ„ƒ•‡†ƒ……‡••ƒ†…Ž‘—†Ǧ‘Ž›
•›•–‡••—…Šƒ•‡–—‹–‡ƒŽ•‘‡š‹•–Ǥ

E-commerce —•–‹ˆ›‹‰ƒ’ƒ”–‹…—Žƒ”‡Ž‡…–”‘‹…„—•‹‡•••–”ƒ–‡‰›”‡“—‹”‡•
considerations …‘•‹†‡”ƒ–‹‘‘ˆ–Š‡„‡‡ˆ‹–•ƒ†…‘•–•‘ˆ–Š‡‡Ǧ„—•‹‡•••–”ƒ–‡‰›Ǥ
Š‡”‡ƒ”‡•‹‰‹ˆ‹…ƒ–…‘•–•‹˜‘Ž˜‡†‹ƒ…“—‹”‹‰–Š‡–‡…Š‘Ž‘‰›ƒ†
‡š’‡”–‹•‡”‡“—‹”‡†–‘…‘ŽŽƒ„‘”ƒ–‡‘–Š‡‹–‡”‡–™‹–Š•—’’Ž›…Šƒ‹
’ƒ”–‡”•ǤŠ‡”‡ƒ”‡ƒŽ•‘’‘–‡–‹ƒŽ…‘•–•ƒ†…ŠƒŽŽ‡‰‡•–‘„‡
…‘•‹†‡”‡†Ǥ ƒ‹Ž—”‡‹•ƒ”‡ƒŽ’‘••‹„‹Ž‹–›‹ˆ–Š‡„ƒŽƒ…‡„‡–™‡‡„‡‡ˆ‹–•
ƒ†…‘•–•–‹’•–Š‡™”‘‰™ƒ›Ǥ‘™‡˜‡”ǡ•‘‡Ž‡˜‡Ž‘ˆ‹˜‡•–‡–‹‡Ǧ
…‘‡”…‡‹•‘™ƒ”‡“—‹”‡†…‘•–‘ˆ†‘‹‰„—•‹‡••Ǥ–”ƒ–‡‰›•Š‘—Ž†
ˆ‘…—•‘ˆ‹†‹‰–Š‡‹˜‡•–‡–Ž‡˜‡Ž–Šƒ–‹•ƒ’’”‘’”‹ƒ–‡ˆ‘”–Š‡
‘”‰ƒ‹œƒ–‹‘ƒ†•—’’Ž›…Šƒ‹Ǥ

Electronic business Ž‡…–”‘‹…„—•‹‡••™ƒ•‹‹–‹ƒŽŽ›•‘’‘’—Žƒ”–Šƒ–‹–‰ƒ‹‡†ƒ”‡–
strategy •—’’‘”–‡˜‡™‹–Š‘—–ˆ‹ƒ…‹ƒŽŽ›•‘—†„—•‹‡••‘†‡Ž•ǤŽ‡…–”‘‹…
„—•‹‡••™ƒ•–‘—–‡†–‘”‡†—…‡…‘•–•ƒ†‹…”‡ƒ•‡…—•–‘‡”•ƒ–‹•ˆƒ…–‹‘
ƒ†„—•‹‡••ˆŽ‡š‹„‹Ž‹–›ǡ„—–‹–•Žƒ…‘ˆ’”‘ˆ‹–ƒ„‹Ž‹–›™ƒ•‹‰‘”‡†Ǥ
˜‡–—ƒŽŽ›ǡ„—•‹‡••‡•—ƒ„Ž‡–‘•—•–ƒ‹’”‘ˆ‹–•ˆƒ‹Ž‡†Ǥ

’”‹ƒ”›…ƒ—•‡‘ˆ–Š‹•ˆƒ‹Ž—”‡™ƒ•Žƒ…‘ˆƒ˜ƒŽ‹†„—•‹‡•••–”ƒ–‡‰›‘”ƒ
˜ƒŽ‹†‡Ž‡…–”‘‹…„—•‹‡•••–”ƒ–‡‰›Ǥ‘–Š—•–‡š‹•–ƒ†„‡–‹‰Š–Ž›
‹–‡‰”ƒ–‡†ǡƒ†–Š‡›—•–„‡‰—‹†‡†„›ƒ”‡ƒŽ‹•–‹…˜‹•‹‘

© 2016 APICS 1-259 Version 4.0, 2016 Edition

All rights reserved Printed on 100% post-consumer waste recycled paper.
Module 1: Supply Chain Design

…‘—‹…ƒ–‡†ƒ†ƒ……‡’–‡†–Š”‘—‰Š‘—––Š‡‡š–‡†‡†•—’’Ž›…Šƒ‹„›
‹˜‘Ž˜‹‰–Š‡•‡’ƒ”–‡”•‹•–”ƒ–‡‰‹…’Žƒ‹‰Ǥ

Š‡‡Ž‡…–”‘‹…„—•‹‡•••–”ƒ–‡‰›—•–„‡‘”‡–Šƒƒ’Žƒ–‘—•‡‡Ǧ
…‘‡”…‡–‘•‡ŽŽ‰‘‘†•Ǥ–•Š‘—Ž†‡ƒ„Ž‡…‘ŽŽƒ„‘”ƒ–‹‘™‹–Š–Š‡
‡š–‡†‡†•—’’Ž›…Šƒ‹ǡ‹…Ž—†‹‰‹–‡‰”ƒ–‹‘‘ˆ…—•–‘‡”•ƒ†
•—’’Ž‹‡”•Ǥ”ƒ†‹–‹‘ƒŽ„—•‹‡•••–”ƒ–‡‰›—•–•–‹ŽŽ„‡”‘„—•––‘ƒŽŽ‘™
–Š‡‡ˆˆ‹…‹‡–•‘—”…‹‰ǡƒ—ˆƒ…–—”‹‰ǡƒ†ˆ—Žˆ‹ŽŽ‡–‘ˆ‘”†‡”•–Šƒ–
•ƒ–‹•ˆ›ƒ…–—ƒŽ…—•–‘‡”‡‡†•Ǥ‘’ƒ›ƒ†‡Ǧ„—•‹‡•••–”ƒ–‡‰›—•–
–”ƒ•ˆ‘”–Š‡„—•‹‡••ƒ†ƒŽŽ‘™‰Ž‘„ƒŽ”‡ƒ…ŠǤ

Ǧ„—•‹‡•••–”ƒ–‡‰›‹†‹…ƒ–‡•Š‘™–Š‡ˆ‹”‹–‡†•–‘…‘‡…–™‹–Š
’ƒ”–‡”•ǤŠ‡Ž‹„‡–™‡‡„—•‹‡•••–”ƒ–‡‰›ƒ†‡Ǧ„—•‹‡•••–”ƒ–‡‰›
‹•‡Šƒ…‡†„›–Š‡‘’–‹‹œƒ–‹‘ǡ˜‹•‹„‹Ž‹–›ǡƒ†•Šƒ”‡†’Žƒ‹‰–‘‘Ž•
†‹•…—••‡†‡Ž•‡™Š‡”‡Ǥ

Potential costs and ’Ž‡‡–‹‰‡Ǧ„—•‹‡•••‘Ž—–‹‘•”‡“—‹”‡•ƒˆ‘”‹†ƒ„Ž‡‹˜‡•–‡–
challenges with e- ‘ˆ–‹‡ƒ†‘‡›ˆ‘”–Š‡‘‰‘‹‰†‹•…‘˜‡”›‘ˆ…ƒ’ƒ„‹Ž‹–‹‡•ǡ…‘–”ƒ…–
business ƒ† †‡˜‡Ž‘’‡–ǡ„‡‡ˆ‹–Ǧ…‘•–ƒƒŽ›•‹•ǡ†‹”‡…–Šƒ”†™ƒ”‡ƒ†
•‘ˆ–™ƒ”‡…‘•–•ǡŠ‘•–‹‰ǡ–”ƒ‹‹‰ǡ…Šƒ‰‡ƒƒ‰‡‡–ǡ…‘•—Ž–ƒ–ˆ‡‡•
‘”‘’’‘”–—‹–›…‘•–•ˆ‘”•–ƒˆˆ–‹‡ǡ…—•–‘‹œƒ–‹‘ǡ…‘ˆ‹‰—”ƒ–‹‘ǡƒ†
‘‰‘‹‰ƒ‹–‡ƒ…‡Ǥ‘‡‘ˆ–Š‡‡…‡••ƒ”›…‘•–•‘ˆ†‘‹‰‡Ǧ„—•‹‡••
‹…Ž—†‡–Š‡ˆ‘ŽŽ‘™‹‰ǣ

i System security. ‡…—”‹–›ƒ‹–ƒ‹•ƒƒ‰”‡‡†Ǧ—’‘Ž‡˜‡Ž‘ˆ

ƒ……‡••ǤŠ‡ˆ‹”—•–†‡–‡”‹‡™Šƒ–‹ˆ‘”ƒ–‹‘™‹ŽŽ„‡•Šƒ”‡†Ǥ

i Increased outbound transportation costs. Š‹Ž‡‹„‘—†

–”ƒ•’‘”–ƒ–‹‘…ƒ„‡‘’–‹‹œ‡†‘”…‡–”ƒŽ‹œ‡†ǡ‘—–„‘—†
–”ƒ•’‘”–ƒ–‹‘˜‘Ž—‡ƒ†…‘•–‹…”‡ƒ•‡„‡…ƒ—•‡•‘‡…—•–‘‡”•
‘Ž‘‰‡”’‹…—’–Š‡‰‘‘†•ƒ†ˆ‹”•‡‡†–‘•Š‹’ȋ‘ˆ–‡•ƒŽŽ‡”
“—ƒ–‹–‹‡•‘ˆƒ™‹†‡”˜ƒ”‹‡–›‘ˆ’”‘†—…–•‘”‡‘ˆ–‡Ȍƒ›™Š‡”‡‹ƒ
•Š‘”–™‹†‘™Ǥ

i Increased materials-handling costs. ƒ†Ž‹‰…‘•–•ƒ”‡Š‹‰Š‡”

„‡…ƒ—•‡ƒ…–‹‘•–›’‹…ƒŽŽ›’‡”ˆ‘”‡†„›–Š‡…—•–‘‡”‘™—•–„‡
’‡”ˆ‘”‡†„›–Š‡…‘’ƒ›ȋ‡Ǥ‰Ǥǡ’”‘†—…–”‡–—”•ǡ’‹…‹‰‘”†‡”•
ˆ”‘•Š‡Ž˜‡•ǡ—‹“—‡’ƒ…ƒ‰‹‰‘”Žƒ„‡Ž‹‰ȌǤǦ„—•‹‡••ƒƒŽ›•‹•
–‘‘Ž•™‡‹‰Š–Š‡”‹•‘ˆƒŽ‘•–•ƒŽ‡ƒ‰ƒ‹•–†‡…”‡ƒ•‡†’”‘ˆ‹–ƒ„‹Ž‹–›Ǥ

i Reliance on outside suppliers. ‘’ƒ‹‡•ƒ›‡‡†–‘”‡Ž›‘

‘–Š‡”•—’’Ž‹‡”•–‘’‡”ˆ‘”ƒ…–—ƒŽ†‡Ž‹˜‡”›Ǥƒ–‡†‡Ž‹˜‡”‹‡•†‹”‡…–Ž›
ƒˆˆ‡…–…—•–‘‡”•ƒ–‹•ˆƒ…–‹‘Ǥ‡Ž‹ƒ„‹Ž‹–›Šƒ•ˆ‘”…‡†ƒ›˜‹”–—ƒŽ
‘†‡Ž•–‘ƒ†‘’–Š›„”‹†•–Šƒ–‹…Ž—†‡’Š›•‹…ƒŽ•Ǥ

© 2016 APICS 1-260 Version 4.0, 2016 Edition

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 Section B: Design the Supply Chain

i Global reach requires global localization. Š‡…‘’ƒ›™‹ŽŽ

‡‡†–‘–ƒ‹Ž‘”‹–•‘ˆˆ‡”‹‰•–‘‡ƒ…Š…‘—–”›‘””‡‰‹‘ǤŠ‹Ž‡‹–ƒ›
‘–‡‡†’Š›•‹…ƒŽ‹ˆ”ƒ•–”—…–—”‡‹‡ƒ…Š…‘—–”›ǡ‹–†‘‡•‡‡†–‘
–”ƒ•Žƒ–‡‹–•™‡„‘ˆˆ‡”‹‰•–‘ƒ……‘‘†ƒ–‡Ž‘…ƒŽŽƒ‰—ƒ‰‡•ǡ
…—Ž–—”‡ǡ…—””‡…‹‡•ǡŽ‘…ƒŽƒ†ƒ–‹‘ƒŽ”‡‰—Žƒ–‹‘•ǡŽƒ™•ǡƒ†
…‘‡”…‹ƒŽ’”ƒ…–‹…‡•Ǥ

i Accessibility and ease of use. ‹‰‹ˆ‹…ƒ–‡ˆˆ‘”–—•–„‡ƒ†‡–‘

ƒ†˜‡”–‹•‡ƒ†–‘’”‘˜‹†‡‡ƒ•›‡–Š‘†•‘ˆ•‡ƒ”…Š‹‰ˆ‘”‡Ǧ„—•‹‡••
•‡”˜‹…‡•ǤŽ•‘ǡƒ™‡„•‹–‡…ƒŠƒ˜‡ƒ—…Š‰”‡ƒ–‡”˜ƒ”‹‡–›‘ˆ‰‘‘†•
ˆ‘”•ƒŽ‡–Šƒƒ–›’‹…ƒŽ”‡–ƒ‹ŽŽ‘…ƒ–‹‘ǡ„—–‹ˆ–Š‡•‹–‡†‘‡•‘–’”‘˜‹†‡
ƒ‡ƒ•›™ƒ›–‘ˆ‹†™Šƒ–‹•‡‡†‡†ǡ•—…Šƒ•„›‹–‡ŽŽ‹‰‡–’”‘†—…–
”‡…‘‡†ƒ–‹‘•ǡ–Š‹•˜ƒ”‹‡–›„‡…‘‡•…—„‡”•‘‡Ǥ

ROI justification for ˜ƒŽ—ƒ–‹‰…ƒ’‹–ƒŽ‹˜‡•–‡–•‹ˆ‘”‡Ž‡…–”‘‹…„—•‹‡••‹•‘”‡
electronic business –ŠƒŒ—•–…ƒŽ…—Žƒ–‹‰–Š‡…‘•–•ƒ†–Š‡„‡‡ˆ‹–•‘ˆ–Š‡•–”ƒ–‡‰›Ǥš–‡”ƒŽ
initiatives ˆƒ…–‘”•—•–ƒŽ•‘„‡…‘•‹†‡”‡†ǡ•—…Šƒ•–Š‡‡…‘‘‹…‡˜‹”‘‡–ǡ
ƒ”‡––—”„—Ž‡…‡ǡƒ†–Š‡…‘’‡–‹–‹‘ǯ•…ƒ’ƒ„‹Ž‹–‹‡•ƒ†•–ƒ‰‡‘ˆ
•—’’Ž›…Šƒ‹•‘’Š‹•–‹…ƒ–‹‘Ǥ‘’ƒ”‹•‘‘ˆ–Š‡…‘•–‘ˆƒ‹–ƒ‹‹‰‘Ž†
–‡…Š‘Ž‘‰›’Ž—•–Š‡‘’’‘”–—‹–›…‘•–‘ˆŽ‘•–…ƒ’ƒ„‹Ž‹–‹‡•˜‡”•—•–Š‡…‘•–
‘ˆ‹’Ž‡‡–‹‰–Š‡‡™–‡…Š‘Ž‘‰›…ƒŠ‡Ž’ƒ‡–Š‡…Š‘‹…‡…Ž‡ƒ”Ǥ
‰‡‡”ƒŽǡ‹ˆƒ‡Ž‡…–”‘‹…„—•‹‡•••–”ƒ–‡‰›‹…”‡ƒ•‡•…‘’‡–‹–‹˜‡
ƒ†˜ƒ–ƒ‰‡ǡ‹–™‹ŽŽ–‡†–‘†‡…”‡ƒ•‡‹˜‡–‘”›ǡˆƒ…‹Ž‹–›ǡƒ†–”ƒ•ƒ…–‹‘
…‘•–•™Š‹Ž‡‹…”‡ƒ•‹‰–”ƒ•’‘”–ƒ–‹‘ƒ†–‡…Š‘Ž‘‰›…‘•–•Ǥ

‘–Š‡”…Š‘‹…‡‹•™Š‡–Š‡”–‘‘—–•‘—”…‡–Š‡‡Ž‡…–”‘‹…„—•‹‡••–‡…Š‹…ƒŽ
ˆ—…–‹‘•‘”–‘ƒ‹–ƒ‹–Š‡‹–‡”ƒŽŽ›ǤŠ‡…‘•–‘ˆ‘‹–‘”‹‰ƒ
‘—–•‹†‡ƒ””ƒ‰‡‡–—•–„‡ƒ††‡†–‘–Š‡†‹”‡…–…‘•–‘ˆ‘—–•‘—”…‹‰Ǥ

‘’”‘Œ‡…–™‹ŽŽ•—……‡‡†—Ž‡••‹–Šƒ•…‘•–…‘–”‘Ž•‹’Žƒ…‡Ǥƒƒ‰‡‡–
—•–ƒŽ•‘‹…‘”’‘”ƒ–‡ƒ”‡˜‹‡™’”‘…‡••–‘‹’”‘˜‡ˆ—–—”‡’”‘Œ‡…–
„—†‰‡–‹‰Ǥ

Amazon, Dell, and ……‘”†‹‰–‘ƒʹͲͳ͵‡ƒ”‡–‡”Ȁ–‡”‡–‡–ƒ‹Ž‡”•–—†›ǡǤǤ‡Ǧ
Alibaba …‘‡”…‡•ƒŽ‡•ƒ”‡‡š’‡…–‡†–‘”‡ƒ…Š̈́Ͷ͵ͶǤʹ„‹ŽŽ‹‘‹ʹͲͳ͹ƒ†͸Ͳ
’‡”…‡–‘ˆ”‡–ƒ‹Ž•ƒŽ‡•™‹ŽŽ‹˜‘Ž˜‡–Š‡™‡„„›–Šƒ–†ƒ–‡ǤŠ‡—”‘’‡ƒ
‡Ǧ…‘‡”…‡’”‡†‹…–‹‘‹•̈́ʹͶͺǤ͵„‹ŽŽ‹‘‹ʹͲͳ͹ǡƒ•”‡’‘”–‡†„›
‘””‡•–‡”‡•‡ƒ”…ŠǤ

Ž–Š‘—‰Š–Š‡•‡•–ƒ–‹•–‹…•ƒ‡‡Ǧ…‘‡”…‡•‘—†Ž‹‡–Š‡ƒ•™‡”–‘
ƒ••—”‡†„—•‹‡••‰”‘™–Šǡ†‹ˆˆ‡”‡–‹†—•–”‹‡•ƒ†„—•‹‡••‘†‡Ž•
Šƒ˜‡‡š’‡”‹‡…‡††‹ˆˆ‡”‡–Ž‡˜‡Ž•‘ˆ•—……‡••ˆ”‘–Š‡—•‡‘ˆ‡Ž‡…–”‘‹…
„—•‹‡••ǤŠ”‡‡…‘’ƒ‹‡•Šƒ˜‡•—……‡••ˆ—ŽŽ›—•‡†‹––‘•’—”‹…”‡†‹„Ž‡

© 2016 APICS 1-261 Version 4.0, 2016 Edition

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Module 1: Supply Chain Design

‰”‘™–Šǣƒœ‘ǡ‘”‹‰‹ƒŽŽ›Œ—•–ƒ‘Ž‹‡„‘‘•‡ŽŽ‡”ǡ‡ŽŽǡƒ’‹‘‡‡”‹
–Š‡†‹”‡…–Ǧ–‘Ǧ‘”†‡”ƒ••‡„Ž›‘ˆ…‘’—–‡”•ǡƒ†Ž‹„ƒ„ƒǡ‘™‡”‘ˆ
•‡˜‡”ƒŽŠ‹‡•‡‡Ǧ…‘‡”…‡Œ—‰‰‡”ƒ—–•ǤŠ‹•†‹•…—••‹‘†‡•…”‹„‡•
–Š‡‹”‘”‹‰‹•ƒ†–Š‡†‹”‡…–‹‘–Š‡›‡ƒ…ŠŠƒ˜‡–ƒ‡‹–‡”•‘ˆ–Š‡‹”
—•‡‘ˆ‡Ž‡…–”‘‹…„—•‹‡••Ǥ

ƒœ‘™ƒ•ˆ‘—†‡†‹ͳͻͻͶ„› ‡ˆˆ‡œ‘•ǡƒ‡”‹…ƒ„—•‹‡••ƒǡ
‹˜‡•–‘”ǡƒ†–‡…Š‘Ž‘‰›‡–”‡’”‡‡—”ǣ
i –™‡–‘Ž‹‡‹ͳͻͻͷƒ•ƒœ‘Ǥ…‘ƒ†‘”‹‰‹ƒŽŽ›•‘Ž†‘Ž›ˆ‹˜‡
’”‘†—…––›’‡•ǣ…‘’ƒ…–†‹•…•ǡ…‘’—–‡”Šƒ”†™ƒ”‡ǡ…‘’—–‡”
•‘ˆ–™ƒ”‡ǡ˜‹†‡‘•ǡƒ†„‘‘•Ǥ
i –•‘”‹‰‹ƒŽ•—’’Ž›…Šƒ‹•–ƒ”–‡†‘—–Ž‘‰‡”–Šƒ–Šƒ–‘ˆ–”ƒ†‹–‹‘ƒŽ
„”‹…Ǧƒ†Ǧ‘”–ƒ”„‘‘”‡–ƒ‹Ž‡”•Ǥ
i –‹˜‡•–‡†Š‡ƒ˜‹Ž›–‘ƒš‹‹œ‡‹–••‡”˜‡”•ǯ…ƒ’ƒ…‹–›–‘Šƒ†Ž‡’‡ƒ
–”ƒˆˆ‹…†—”‹‰Š‘Ž‹†ƒ›•Š‘’’‹‰’‡”‹‘†•Ǥ
i –ƒ††‡†‹–•‘™†‹•–”‹„—–‹‘ˆ—…–‹‘•ƒ…”‘••‘”–Š‡”‹…ƒǡƒ–‹
‡”‹…ƒǡ—”‘’‡ǡˆ”‹…ƒǡƒ†•‹ƒǤ
i –Šƒ•‹–•‘™•‘ˆ–™ƒ”‡†‡˜‡Ž‘’‡–…‡–‡”•Ǥȋ‘‡ƒ”‡”—„›ƒ
ƒœ‘•—„•‹†‹ƒ”›ǤȌ
i –Ž‘…ƒ–‡†‹–•ƒ—–‘ƒ–‡†ˆ—Žˆ‹ŽŽ‡–…‡–‡”•‹•‡Ž‡…–…‹–‹‡•ƒ”‘—†
–Š‡‰Ž‘„‡ǡ‘ˆ–‡‡ƒ”ƒ‹”’‘”–•Ǥ
i ––—”‡†‹–•ˆ‹”•–’”‘ˆ‹–ƒ––Š‡‡†‘ˆʹͲͲͳȄ‘‡…‡–’‡”•Šƒ”‡Ǥ
i –Šƒ•„‡…‘‡–Š‡Žƒ”‰‡•–”‡–ƒ‹Ž‡”‘–Š‡™‡„ǡ™‹–Š‡–•ƒŽ‡•‹
ʹͲͳͶ–‘’’‹‰̈́ͺͺǤͻͻ„‹ŽŽ‹‘ƒ†ƒƒ˜‡”ƒ‰‡‘ˆͳ͹ͷ‹ŽŽ‹‘‘–ŠŽ›
—‹“—‡˜‹•‹–‘”•Ǥ
i –•‡”˜‡•ƒ•ƒŠ‹‰ŠǦ’‡”ˆ‘”‹‰‘†‡Ž‘ˆ‹–‡”‡–Ǧ„ƒ•‡†•ƒŽ‡•Ǥ

‡ŽŽǡ‘”‹‰‹ƒŽŽ›ƒƒ‡”‘ˆ’‡”•‘ƒŽ…‘’—–‡”•ǡ™ƒ•ˆ‘—†‡†‹ͳͻͺͶ
„›‹…Šƒ‡Ž‡ŽŽǡƒ…‘ŽŽ‡‰‡ˆ”‡•Šƒƒ––Š‡‹˜‡”•‹–›‘ˆ‡šƒ•ǣ
i –†‡•‹‰‡†ƒ†„—‹Ž–‹–•ˆ‹”•–…‘’—–‡”‹ͳͻͺͷƒ††‹ˆˆ‡”‡–‹ƒ–‡†
‹–•‡Žˆ™‹–Š”‹•Ǧˆ”‡‡”‡–—”•ƒ†‡š–Ǧ†ƒ›ƒ–ǦŠ‘‡’”‘†—…–
ƒ••‹•–ƒ…‡Ǥ
i –ƒ—ˆƒ…–—”‡†–Š‡‹†—•–”›ǯ•ˆƒ•–‡•–Ǧ’‡”ˆ‘”‹‰ƒ†‘’‡‡†
‹–•ˆ‹”•–‹–‡”ƒ–‹‘ƒŽ•—„•‹†‹ƒ”›‹–Š‡ǤǤ‹ͳͻͺ͸–ͳͻͺ͹Ǥ
i –†‡„—–‡†‹–•‘Ž‹‡™‡„•‹–‡‹ͳͻͻ͸ƒ†•‘Ž†̈́ͳ‹ŽŽ‹‘‘ˆ’”‘†—…–
’‡”†ƒ›™‹–Š‹•‹š‘–Š•ƒˆ–‡”–Š‡•‹–‡™ƒ•Žƒ—…Š‡†Ǥ
i –…Ž‹„‡†‘–‘–Š‡ ‘”–—‡ͷͲͲŽ‹•–‹ͳͻͻʹǤ
i –’”‘˜‹†‡†…—•–‘‡”•™‹–Šƒ–Ǧ–Š‡Ǧ–‹‡‹‘˜ƒ–‹˜‡‘Ž‹‡–‡…Š‹…ƒŽ
•—’’‘”–˜‹ƒ–Š‡‹–‡”‡–Ǥ
i –•‘Ž†̈́ͶͲ‹ŽŽ‹‘ƒ†ƒ›‘ˆ‘Ž‹‡’”‘†—…–ǡ™Š‹…Šƒ†‡‹–‘‡‘ˆ–Š‡
Š‹‰Š‡•–˜‘Ž—‡‡Ǧ…‘‡”…‡•‹–‡•‹–Š‡™‘”Ž†‹ʹͲͲͲǤ
i –‡š’ƒ†‡†‹–•’”‘†—…–’‘”–ˆ‘Ž‹‘–‘‹…Ž—†‡’”‹–‡”•ǡ’”‘Œ‡…–‘”•ǡ
ƒ†…‘•—‡”‡Ž‡…–”‘‹…•Ǥ

© 2016 APICS 1-262 Version 4.0, 2016 Edition

All rights reserved Printed on 100% post-consumer waste recycled paper.
 Section B: Design the Supply Chain

i –Žƒ—…Š‡†ˆ”‡‡’”‘†—…–”‡…›…Ž‹‰ƒ†ƒ„Ž‘‰ǡ‹”‡…–ʹ‡ŽŽǡ‡ƒ„Ž‹‰
ˆƒ•––™‘Ǧ™ƒ›…‘—‹…ƒ–‹‘™‹–Š…—•–‘‡”•‹ʹͲͲ͸Ǥ
i –…”‡ƒ–‡†ƒ‹˜‡•–‘””‡Žƒ–‹‘•„Ž‘‰ƒ†’ƒ”–‹…‹’ƒ–‡†‹•‘…‹ƒŽ
‡†‹ƒǤ
i –‘ˆˆ‡”‡†‹–•…—•–‘‡”•Š‹‰ŠǦ–‡…Š‡†Ǧ–‘Ǧ‡†•‡”˜‹…‡•ƒ†…Ž‘—†Ǧ
„ƒ•‡†‡–‡”’”‹•‡•‘Ž—–‹‘•Ǥ
i –„‡…ƒ‡ƒ’”‹˜ƒ–‡Ž›Š‡Ž†…‘’ƒ›ƒ‰ƒ‹‹ʹͲͳ͵ƒ†‘ˆˆ‡”‡†
‡–‡”’”‹•‡Ǧ…Žƒ••…ƒ’ƒ„‹Ž‹–‹‡•–‘•ƒŽŽ„—•‹‡••‡•ƒ†”‡‘–‡
‘ˆˆ‹…‡•Ǥ
i –‡•–ƒ„Ž‹•Š‡†‡ŽŽ‡–—”‡•ǡ™Š‹…Š•—’’‘”–•‡™„—•‹‡••‡•–Šƒ–
ƒŽ‹‰™‹–Š‡ŽŽǯ•‡š’‡”–‹•‡ƒ†ˆ—–—”‡˜‹•‹‘ˆ‘”…Ž‘—†ǡ„‹‰†ƒ–ƒǡ‡š–
‰‡‡”ƒ–‹‘†ƒ–ƒ…‡–‡”ǡ•–‘”ƒ‰‡ǡ‘„‹Ž‡ǡƒ†•‡…—”‹–›Ǥ

Ž‹„ƒ„ƒ‹•–Š‡†‘‹ƒ–‡Ǧ…‘‡”…‡•‹–‡‹–Š‡™‘”Ž†ǯ•Žƒ”‰‡•–‡Ǧ
…‘‡”…‡ƒ”‡–ǡŠ‹ƒǤ–•Žƒ”‰‡•–™‡„•‹–‡ǡƒ‘„ƒ‘Ǥ…‘ǡ…ƒ„‡
–Š‘—‰Š–‘ˆƒ•ƒ‰‹ƒ–Š‹‡•‡„ƒœƒƒ”–Šƒ–‹•’ƒ”–ʹ™‹–Š†‹”‡…–
†‡Ž‹˜‡”‹‡•Ž‹‡ƒœ‘ǡ’ƒ”–‹††Ž‡ƒŽ‹‡ƒ›ǡ’ƒ”–ƒ›ƒŽ™‹–Š‹–•
Ž‹’ƒ›’ƒ›‡–•’”‘…‡••‹‰ȋ‹–ƒŽ•‘’”‘–‡…–•„—›‡”•‹ˆ•‡ŽŽ‡”•ˆƒ‹Ž–‘
†‡Ž‹˜‡”Ȍǡƒ†’ƒ”–
‘‘‰Ž‡™‹–Š‹–•ˆ‡‡•ˆ‘”ƒ†˜‡”–‹•‹‰ƒ†’”‘‘–‡†
•‡ƒ”…Š”‡•—Ž–•ȋ‹–†‘‡•ǯ–…Šƒ”‰‡•‡ŽŽ‡”•–‘Ž‹•–‡”…Šƒ†‹•‡ƒ–ƒŽŽȌǤ‘—
…ƒ‡˜‡„—›”‡ƒŽ‡•–ƒ–‡‘–Š‡•‹–‡Ǥ–•ƒŽŽǤ…‘™‡„•‹–‡‹•ˆ‘”Žƒ”‰‡”
”‡–ƒ‹Ž‡”•ǡ•—…Šƒ•
ƒ’ǡ‹‡ǡƒ†’’Ž‡Ǥ–ƒŽ•‘•—’’‘”–•ʹ‡Ǧ
…‘‡”…‡Ž‹‡…‘‡…–‹‰ƒ—ˆƒ…–—”‡”•™‹–Š‘˜‡”•‡ƒ•…Ž‹‡–•ǡ™Š‹…Š
™ƒ•ƒ…–—ƒŽŽ›‹–•’”‹ƒ”›’—”’‘•‡™Š‡‹–™ƒ•ˆ‘—†‡†‹ͳͻͻͻǤ

Mixed results or –Š‡”…‘’ƒ‹‡•Šƒ˜‡Šƒ†•Ž‘™‡”•–ƒ”–•Ǥ‡‰ƒǦ”‡–ƒ‹Ž‡”ƒŽƒ”–ǯ•
failures ‘Ž‹‡•ƒŽ‡•ƒ……‘—–‡†ˆ‘”‘Ž›–™‘’‡”…‡–‘ˆ‹–•ǤǤ”‡˜‡—‡‹ʹͲͳʹ
ȋ‹–‰”‡™‘Ž‹‡”‡˜‡—‡•ƒ–ʹ͹’‡”…‡–‹–Š‡ˆ‹”•–“—ƒ”–‡”‘ˆʹͲͳͷǡ
™Š‹…Š’—–‹–…Ž‘•‡–‘–Š”‡‡’‡”…‡–‘ˆ‹–•”‡˜‡—‡ȌǤ–”‡…‡–Ž›
‹’Ž‡‡–‡†ƒ’ƒ›Ǧ™‹–ŠǦ…ƒ•Š‡–Š‘†ˆ‘”‡Ǧ…‘‡”…‡ǡ™Š‹…ŠƒŽŽ‘™•
…‘•—‡”•™‹–Š‘—–…”‡†‹–…ƒ”†•–‘ƒ‡‘Ž‹‡’—”…Šƒ•‡•ƒ†’ƒ›‹ƒ
•–‘”‡Ǥ–Šƒ•ƒŽ•‘„‡‡’‹Ž‘–‹‰•ƒ‡Ǧ†ƒ›†‡Ž‹˜‡”›ȋ‹‡’‡”…‡–‘ˆ
…‘•—‡”•”ƒ–‡†–Š‹•ƒ•–Š‡‘•–‹’‘”–ƒ–ˆƒ…–‘”‹–Š‡‹”‘Ž‹‡
•Š‘’’‹‰‡š’‡”‹‡…‡ƒ……‘”†‹‰–‘ƒ‘•–‘‘•—Ž–‹‰
”‘—’•—”˜‡›Ȍ
•‹…‡ʹͲͳʹƒ†‘˜‡”ͷǡͲͲͲ‹–‡•“—ƒŽ‹ˆ›ˆ‘”–Š‡•‡”˜‹…‡Ǥ‡Ž‹˜‡”‹‡•ƒ”‡
„›ƒŽƒ”–ǯ•‘™–”—…•Ǥ

–Š‡”…‘’ƒ‹‡•‡˜‡”ˆ‹‰—”‡†‘—–Š‘™–‘ƒ‡‡Ǧ…‘‡”…‡™‘”–‘
–Š‡‹”ˆ‹ƒ…‹ƒŽƒ†˜ƒ–ƒ‰‡Ǥ–Š‡’ƒ•–†‡…ƒ†‡‘”•‘ǡƒ›‘Ž‹‡
”‡–ƒ‹Ž‡”•ƒ†‡„‹‰•’Žƒ•Š‡•™‹–Šƒ–‹‘ƒŽƒ”‡–‹‰…ƒ’ƒ‹‰•ƒ†
‡š’‡•‹˜‡ƒ†•ǡ‘Ž›–‘†‹•ƒ’’‡ƒ”™‹–Š‹ƒˆ‡™•Š‘”–›‡ƒ”•ǣ‡„ƒ
ȋƒ‰”‘…‡”›†‡Ž‹˜‡”›•‡”˜‹…‡ǡͳͻͻͻ–ʹͲͲͳȌǢ‡–•Ǥ…‘ȋƒ’‡–ˆ‘‘†ƒ†
•—’’Ž›•–‘”‡ǡ™Š‹…ŠŠƒ†‹–•‘™ƒ…›ǯ•Šƒ•‰‹˜‹‰ƒ›’ƒ”ƒ†‡

© 2016 APICS 1-263 Version 4.0, 2016 Edition

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Module 1: Supply Chain Design

„ƒŽŽ‘‘ǡͳͻͻͻ–ʹͲͲʹȌǢ
‡‘…‹–‹‡•ȋ™‡„ǦŠ‘•–‹‰•‡”˜‹…‡•ǡͳͻͻͺ–ʹͲͳͳȌǢ
ƒ†
‘Ǥ…‘ȋ…”‡ƒ–‡†„›‹•‡›‹ͳͻͻͺƒ†‘™—•‡†Œ—•–ƒ•–Š‡
…‘’ƒ›ǯ•”‡Žƒ–‡†’”‘’‡”–‹‡•Š‘•–‹‰•‹–‡ȌǤ

Ž–Š‘—‰Š–Š‡•‡…‘’ƒ‹‡•Šƒ†Š‹‰ŠŠ‘’‡•‘ˆƒ‹‰‹–ǡ–Š‡›™‡”‡
—ƒ„Ž‡–‘…‘„‹‡–Š‡‹”‡Ǧ…‘‡”…‡•‹ŽŽ•™‹–ŠŽ‘‰Ǧ–‡”ǡ’”‘ˆ‹–ƒ„Ž‡ǡ
•—•–ƒ‹ƒ„Ž‡„—•‹‡••‘†‡Ž•–Šƒ–…‘—Ž†‡‡––Š‡‹”…—•–‘‡”•ǯ†›ƒ‹…
‡‡†•ƒ†’”‡ˆ‡”‡…‡•Ǥ‘‡•–ƒ”–—’…‘’ƒ‹‡•ƒ––‡’–‡†–‘„‡’—”‡
‡Ǧ„—•‹‡••˜‡–—”‡•ƒ†•—”˜‹˜‡†‘Ž›„›ƒ††‹‰ƒ’Š›•‹…ƒŽŽƒ›‡”–‘
–Š‡‹”‡–™‘”Ǥ–Š‡”•™‡”‡–Š‡‡š–‡•‹‘‘ˆƒ‡š‹•–‹‰’Š›•‹…ƒŽ
‡–™‘”„—–ˆƒ‹Ž‡†„‡…ƒ—•‡–Š‡…‘’ƒ›†‹†ǯ–‹–‡‰”ƒ–‡‹–•’Š›•‹…ƒŽ
•–”ƒ–‡‰›™‹–Š‹–•‡Ǧ„—•‹‡•••–”ƒ–‡‰›Ǥ‹˜‹†‹‰‡Ǧ„—•‹‡••ˆ”‘–Š‡
’Š›•‹…ƒŽ„—•‹‡••…”‡ƒ–‡•ƒ‹‡ˆˆ‹…‹‡–‡–™‘”–Šƒ–‹•—ƒ„Ž‡–‘
’”‘˜‹†‡ƒ…‘•‹•–‡–‡••ƒ‰‡–‘…—•–‘‡”•Ǥ

‘™Šƒ–†‘‡•‹––ƒ‡–‘„‡•—……‡••ˆ—Ž‹‡Ǧ…‘‡”…‡ǫ

Requirements for Ǧ„—•‹‡••—•–ƒš‹‹œ‡–Š‡‡ˆˆ‹…‹‡…›‘ˆƒŽŽ…Šƒ‡Ž•Ǥ‡–ƒ‹Ž‡”•—•–
success in e- „‡’”‡’ƒ”‡†–‘•‡”˜‡…—•–‘‡”•ƒ…”‘••ƒŽŽ…Šƒ‡Ž•‡˜‡™Š‡–Š‡›
business •‡‡‹‰Ž›ƒ›…‘’‡–‡ƒ‰ƒ‹•–‡ƒ…Š‘–Š‡”ǡ•—…Šƒ••ƒŽ‡•‘ˆ–‡Ž‡˜‹•‹‘•
˜‹ƒ–Š‡™‡„˜‡”•—•ƒ‹Ǧ’‡”•‘˜‹•‹––‘ƒ–”ƒ†‹–‹‘ƒŽ”‡–ƒ‹Ž‡”Ǥ

–Š‡””‡“—‹”‡‡–•ˆ‘”•—……‡••‹‡Ž‡…–”‘‹…„—•‹‡••‹…Ž—†‡–Š‡
ˆ‘ŽŽ‘™‹‰ǣ
i ”†‡”˜‹•‹„‹Ž‹–›–Šƒ–‡š–‡†•–‘–Š‡…—•–‘‡”–‘”‡†—…‡‹“—‹”‹‡•
ƒ†…‘’Žƒ‹–•ƒ„‘—–ˆ—Žˆ‹ŽŽ‡–•–ƒ–—•
i Š‹’’‹‰‡–Š‘†•…‘•‹•–‡–™‹–Š’”‘ˆ‹–ƒ„Ž‡•ƒŽ‡•ȋ—•‹‰ƒȌ
i ‡•‹„Ž‡”‡–—”’‘Ž‹…›ȋ…—•–‘‡”•…ƒ‘–•‡‡‡”…Šƒ†‹•‡—–‹Ž
”‡…‡‹˜‡†Ȍ
i ‡Ǧ‡˜ƒŽ—ƒ–‹‘‘ˆ™Š‘Ž‡•ƒŽ‡‘””‡–ƒ‹ŽŽ‘…ƒ–‹‘•‘–Š‡„ƒ•‹•‘ˆ•‹–‡
’”‘ˆ‹–•Ǥ

‘™Ž‡–ǯ•–ƒ‡ƒ…Ž‘•‡”Ž‘‘ƒ––™‘–›’‡•‘ˆ‡Ǧ…‘‡”…‡ƒ†Š‘™–Š‡›
™‘”Ǥ

Business-to- ʹ…‘‡”…‡ƒ†ʹ•ƒŽ‡•…ƒ„‡†‡ˆ‹‡†ƒ•ˆ‘ŽŽ‘™•ǣ
business (B2B) 
and business-to- i B2B: Business-to-business. —•‹‡••„‡‹‰…‘†—…–‡†‘˜‡”–Š‡
consumer (B2C) ‹–‡”‡–„‡–™‡‡„—•‹‡••‡•ǤŠ‡‹’Ž‹…ƒ–‹‘‹•–Šƒ––Š‹•
e-commerce …‘‡…–‹˜‹–›™‹ŽŽ…ƒ—•‡„—•‹‡••‡•–‘–”ƒ•ˆ‘”–Š‡•‡Ž˜‡•˜‹ƒ
•—’’Ž›…Šƒ‹ƒƒ‰‡‡––‘„‡…‘‡˜‹”–—ƒŽ‘”‰ƒ‹œƒ–‹‘•ǡ
”‡†—…‹‰…‘•–•ǡ‹’”‘˜‹‰“—ƒŽ‹–›ǡ”‡†—…‹‰†‡Ž‹˜‡”›Ž‡ƒ†–‹‡ǡƒ†
‹’”‘˜‹‰†—‡Ǧ†ƒ–‡’‡”ˆ‘”ƒ…‡ǤȋAPICS Dictionary,ͳͶ–Š‡†‹–‹‘Ȍ

© 2016 APICS 1-264 Version 4.0, 2016 Edition

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 Section B: Design the Supply Chain

i B2C: Business-to-consumer. —•‹‡••„‡‹‰…‘†—…–‡†„‡–™‡‡

„—•‹‡••‡•ƒ†ˆ‹ƒŽ…‘•—‡”•Žƒ”‰‡Ž›‘˜‡”–Š‡‹–‡”‡–Ǥ–
‹…Ž—†‡•–”ƒ†‹–‹‘ƒŽ„”‹…ƒ†‘”–ƒ”„—•‹‡••‡•–Šƒ–ƒŽ•‘‘ˆˆ‡”
’”‘†—…–•‘Ž‹‡ƒ†„—•‹‡••‡•–Šƒ––”ƒ†‡‡š…Ž—•‹˜‡Ž›
‡Ž‡…–”‘‹…ƒŽŽ›ǤȋAPICS Dictionary,ͳͶ–Š‡†‹–‹‘Ȍ

ʹ…‘‡”…‡‹…Ž—†‡•‡š…Šƒ‰‡•ƒ††‹”‡…–…‘ŽŽƒ„‘”ƒ–‹‘
–‡…Š‘Ž‘‰‹‡•Ǥš…Šƒ‰‡•ƒ”‡‹–‡†‡†–‘†‡…”‡ƒ•‡–Š‡…‘•–‘ˆ
’”‘…—”‡‡–ǡ”‡•‘—”…‡ƒƒ‰‡‡–ǡƒ†ˆ—Žˆ‹ŽŽ‡–„›’”‘˜‹†‹‰
ƒ……‡••–‘ƒŽƒ”‰‡”ƒ”‡–ƒ†„›Ž‘™‡”‹‰–”ƒ•ƒ…–‹‘…‘•–•–Š”‘—‰Š
ƒ—–‘ƒ–‹‘Ǥʹ…‘ŽŽƒ„‘”ƒ–‹‘–‡…Š‘Ž‘‰‹‡•™‡”‡†‹•…—••‡†
’”‡˜‹‘—•Ž›Ǥ

„Œ‡…–‹˜‡•‘ˆʹƒ”‡–‘…”‡ƒ–‡ƒƒ††‹–‹‘ƒŽ•‘—”…‡‘ˆ”‡˜‡—‡ƒ†ƒ
™‹†‡”…—•–‘‡”„ƒ•‡ǡ„—‹Ž†…—•–‘‡”Ž‘›ƒŽ–›–Š”‘—‰Š–ƒ‹Ž‘”‡†‘ˆˆ‡”‹‰•
ƒ†•Š‘’’‹‰‡š’‡”‹‡…‡•ǡƒ†…”‡ƒ–‡ƒ‡˜‡”Ǧ‡š’ƒ†‹‰•‘—”…‡‘ˆ
…—•–‘‡”‹ˆ‘”ƒ–‹‘Ǥ

ʹˆ‘…—•‡•‘”‡–ƒ‹Ž•ƒŽ‡•ƒ†‹…Ž—†‡•–Š‹‰••—…Šƒ•„ƒ‹‰ǡ
•Š‘’’‹‰ǡ’”‘†—…–†‘™Ž‘ƒ†•ǡ–”ƒ˜‡Žǡƒ†‹•—”ƒ…‡ǡ„—–‹–ƒ›ƒŽ•‘
•‹’Ž›‹…Ž—†‡’”‘˜‹†‹‰ƒ…‘”’‘”ƒ–‡‹ˆ‘”ƒ–‹‘–‘…—•–‘‡”•‘”
…‘ŽŽ‡…–‹‰‹ˆ‘”ƒ–‹‘‘…—•–‘‡”•–Š”‘—‰Š‹…‡–‹˜‡••—…Šƒ•
•—”˜‡›•ǡ‰ƒ‡•ǡ‘”’”‹œ‡•Ǥ

–Š‡”–›’‡•‘ˆʹƒ†ʹ‹…Ž—†‡˜‹”–—ƒŽ•‡”˜‹…‡•Ǥ‹”–—ƒŽ•‡”˜‹…‡
’”‘˜‹†‡”•ƒ”‡ƒ„”‘ƒ†…ƒ–‡‰‘”›‘ˆ…‘’ƒ‹‡•–Šƒ–‘™‘ƒ••‡–•„—–
†‹”‡…––Š‡ƒ…–‹‘•‘ˆƒ›…‘’ƒ‹‡•ƒ†ƒ›’”‘˜‹†‡…ƒ’‹–ƒŽƒ•
‡‡†‡†–‘’”‘†—…‡ǡ–”ƒ•’‘”–ǡƒ†Ȁ‘”•‡ŽŽ‰‘‘†•‘”•‡”˜‹…‡•Ǥ‹”–—ƒŽ
Š›„”‹†•‘™ƒ”‡Žƒ–‹˜‡Ž›•ƒŽŽ—„‡”‘ˆƒ••‡–•Ǥˆ–‡™Šƒ––Š‡•‡
…‘’ƒ‹‡•’”‘˜‹†‡‹•‡š’‡”–‹•‡‹•—’’Ž›…Šƒ‹…‘‘”†‹ƒ–‹‘ˆ‘”–Š‘•‡
™‹–Šƒ’ƒ”–‹…—Žƒ”…‘”‡…‘’‡–‡…›Ǥ

Layers of B2B and Š‡‹–‡”‡–•–”—…–—”‡…ƒ„‡•‡‡ƒ•ƒ•‡”‹‡•‘ˆŽƒ›‡”•ȋ„ƒ•‡†‘ƒ
B2C e-commerce •–—†›•’‘•‘”‡†„›‹•…‘ȌǤŠ‡Žƒ›‡”•…ƒ•Š‘™™Š‡”‡‹˜‡•–‡–•ƒ”‡
‡‡†‡†Ǥ

Foundation layer
Š‡ˆ‘—†ƒ–‹‘Žƒ›‡”‹…Ž—†‡•ƒŽŽ’Š›•‹…ƒŽ‡ƒ•‘ˆ–”ƒ•‹––‹‰†ƒ–ƒ
‘˜‡”–Š‡‹–‡”‡–ȋƒ•™‡ŽŽƒ•‹–”ƒ‡–Ȁ‡š–”ƒ‡–Ȍ’Ž—•ƒŽŽ‡…‡••ƒ”›
‡–™‘”‹‰ƒ†‹–‡”ˆƒ…‡†‡˜‹…‡•ǤŠ‡ˆ‘—†ƒ–‹‘Žƒ›‡”ƒŽ•‘‹…Ž—†‡•
•‡…—”‹–›•›•–‡••—…Šƒ•ˆ‹”‡™ƒŽŽ•Ǥ–‹…Ž—†‡•ƒ••‡–•„‘–Š‹ƒ†‘—–‘ˆ
–Š‡…‘’ƒ›ǯ•…‘–”‘ŽǤ


© 2016 APICS 1-265 Version 4.0, 2016 Edition

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Module 1: Supply Chain Design

Application layer
Š‡ƒ’’Ž‹…ƒ–‹‘Žƒ›‡”‹…Ž—†‡•ƒŽŽ™‡„Ǧ•’‡…‹ˆ‹…ƒ’’Ž‹…ƒ–‹‘•ƒ†–‘‘Ž•
ˆ‘”…”‡ƒ–‹‰‹–‡”ƒ…–‹˜‡™‡„•‹–‡•Ǥ’’Ž‹…ƒ–‹‘•‹…Ž—†‡web
directoriesȋDzƒŽ‹•–‘ˆ™‡„’ƒ‰‡••–”—…–—”‡†Š‹‡”ƒ”…Š‹…ƒŽŽ›ǡdzAPICS
DictionaryǡͳͶ–Š‡†‹–‹‘Ȍǡ…ƒ–ƒŽ‘‰Ǧ„—‹Ž†‡”•ǡ™‡„•Š‘’’‹‰…ƒ”–•ƒ†
„‹ŽŽ‹‰ǡ—Ž–‹‡†‹ƒ–‘‘Ž•ˆ‘”•–”‡ƒ‹‰ƒ—†‹‘‘”˜‹†‡‘‘”˜‹”–—ƒŽ
…Žƒ••”‘‘•ǡ•‡ƒ”…Š‡‰‹‡•ǡƒ†™‡„†‡˜‡Ž‘’‡––‘‘Ž•Ǥƒ›‘ˆ–Š‡•‡
–‘‘Ž••‹’Ž›‡ƒ„Ž‡‹–‡”‡–…‘‡”…‡ǤŠ‡”‡ˆ‘”‡ǡ…‘’ƒ‹‡•–Šƒ–
‘—–•‘—”…‡–Š‡‹”™‡„†‡˜‡Ž‘’‡–…ƒ‘—–•‘—”…‡ƒŽŽ‘ˆ–Š‡•‡…‘•–•–‘‘Ǥ

Aggregation layer
Š‡ƒ‰‰”‡‰ƒ–‹‘Žƒ›‡”…‘•‹•–•‘ˆƒ’’Ž‹…ƒ–‹‘•†‡•‹‰‡†–‘–ƒ‡
‹ˆ‘”ƒ–‹‘ƒ†•‡”˜‹…‡•ˆ”‘˜ƒ”‹‘—•Ž‘…ƒ–‹‘•ƒ†’ƒ…ƒ‰‡–Š‡ˆ‘”
‡ƒ•‹‡”ƒ……‡••ƒ†…‘•—’–‹‘ǤŠ‹•Žƒ›‡”‹…Ž—†‡•’‘”–ƒŽ•ƒ†
‹–‡”‡†‹ƒ”‹‡••—…Šƒ•„”‘‡”•ƒ†•‡”˜‹…‡’”‘˜‹†‡”•Ǥ‘•–‹‰‹•
‰‡‡”ƒŽŽ›˜‡”›‡š’‡•‹˜‡ǡƒ†ƒ›…‘’ƒ‹‡•Šƒ˜‡ˆ‘”‡†
…‘•‘”–‹—•–‘…‘–”‘Ž…‘•–•ƒ†ˆ‘”ƒŽƒ”‰‡”…‘—‹–›‘ˆ—•‡”•Ǥ

Business layer
Š‡„—•‹‡••Žƒ›‡”‹…Ž—†‡•ƒŽŽ‡š…Šƒ‰‡•ƒ†‹˜‘Ž˜‡•ƒŽŽ„—›‹‰ƒ†
•‡ŽŽ‹‰ƒ…–‹˜‹–‹‡•‘˜‡”–Š‡‹–‡”‡–Ǥˆ–Š‡Ž‡˜‡Ž‘ˆ•ƒŽ‡•‹•‡š’‡…–‡†–‘„‡
“—‹–‡Žƒ”‰‡ǡƒŠ—‰‡‹˜‡•–‡–‹„‘–Š•‡–—’ƒ†ƒ‹–‡ƒ…‡ƒ––Š‡
ˆ‘—†ƒ–‹‘Žƒ›‡”‹•”‡“—‹”‡†–‘Šƒ†Ž‡–Š‡–”ƒˆˆ‹…ǤŠ‡”‡ˆ‘”‡ǡƒ›
„—•‹‡••‡•„‡…‘‡‡„‡”•‘ˆƒ‡š…Šƒ‰‡‘”–Š‡›‘—–•‘—”…‡‹–•
…”‡ƒ–‹‘ƒ†ƒƒ‰‡‡––‘•’‡…‹ƒŽ‹•–•Ǥ

B2C e-commerce Ǧ…‘‡”…‡™ƒ•„‘”™Š‡™‡„•‹–‡•…‘—Ž†„‡ƒ†‡‹–‡”ƒ…–‹˜‡”ƒ–Š‡”
–Šƒ•–ƒ–‹…ǤŠ‹•‡ƒ„Ž‡†‹–‡”‡––”ƒ•ƒ…–‹‘’”‘…‡••‹‰ƒ†’ƒ›‡–
ƒ……‡’–ƒ…‡ǤǦ…‘‡”…‡•‘ˆ–™ƒ”‡‹…Ž—†‡••‡ŽŽǦ•‹†‡ǡ„—›Ǧ•‹†‡ǡƒ†
…‘–‡–ƒƒ‰‡‡–ƒ’’Ž‹…ƒ–‹‘•Ǥ

Sell-side e-commerce
‡ŽŽǦ•‹†‡‡Ǧ…‘‡”…‡ ƒ”‡ƒ’’Ž‹…ƒ–‹‘•ƒ†•‡”˜‹…‡•–Šƒ–Š‡Ž’•‡ŽŽ‡”•
’”‡•‡––Š‡‹”’”‘†—…–•ƒ†ƒ—–‘ƒ–‡•ƒŽ‡•ƒ†…—•–‘‡””‡Žƒ–‹‘•Š‹’
„—‹Ž†‹‰Ǥ‡ŽŽǦ•‹†‡‡Ǧ…‘‡”…‡ƒ’’Ž‹…ƒ–‹‘•—•–‹…Ž—†‡’”‡•‡–ƒ–‹‘
ȋ”‹‰Š–’”‘†—…–ƒ––Š‡”‹‰Š––‹‡–‘–Š‡”‹‰Š–ƒ—†‹‡…‡Ȍǡƒ—–‘ƒ–‹‘
ȋ‘”†‡”‡–”›ǡ–”ƒ…‹‰ǡƒ†•‡––Ž‡‡–Ȍǡƒ†ƒ†‹‹•–”ƒ–‹‘
ȋ‘–‡…Š‹…ƒŽ•–ƒˆˆ…ƒƒ‹–ƒ‹–Š‡•‹–‡ȌǤ

‡ŽŽǦ•‹†‡‡Ǧ…‘‡”…‡ƒ†ƒ’’Ž‹…ƒ–‹‘•ƒ”‡…‘˜‡”‰‹‰Ǥ

šŠ‹„‹–ͳǦͶͺ•Š‘™•–Š‡•–‡’•‘ˆƒƒ†ƒ’–‹˜‡•‡ŽŽǦ•‹†‡‡Ǧ…‘‡”…‡
™‡„•‹–‡Ǥ

© 2016 APICS 1-266 Version 4.0, 2016 Edition

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 Section B: Design the Supply Chain

Exhibit 1-48: Adaptive Sell-side E-commerce Website

Step 1 Step 2 Step 3 Step 4

World Wide
ABC
Web
Company Select/
Attract the Provide Perform
Internet site customize
user information transaction
choices
Internet

Step 8 Step 7 Step 6 Step 5

Personalize
the user’s Deliver the Follow-up
Pay
Internet user buying products capabilities
accesses the preferences
Web



Buy-side e-commerce
—›Ǧ•‹†‡ƒ’’Ž‹…ƒ–‹‘•Š‡Ž’ˆ‹”•’—”…Šƒ•‡‰‘‘†•ƒ†•‡”˜‹…‡•ǤŠ‡•‡
ƒ’’Ž‹…ƒ–‹‘••ƒ˜‡‡’Ž‘›‡‡’”‘…—”‡‡––‹‡ǡ‡•’‡…‹ƒŽŽ›‹–Š‡”‡“—‡•–
ƒ†ƒ’’”‘˜ƒŽ’”‘…‡••ǤŠ‡›‰‡‡”ƒŽŽ›ƒ—–‘ƒ–‡–Š‡”‡“—‹•‹–‹‘ǡ
•‘—”…‹‰ǡ‡‰‘–‹ƒ–‹‘ǡƒ†…‘–”ƒ…–’Šƒ•‡•ƒ•™‡ŽŽƒ••—’’Ž›ƒ†
’ƒ›‡–Ǥ

Content management e-commerce

Š‡APICS DictionaryǡͳͶ–Š‡†‹–‹‘ǡ†‡ˆ‹‡•content management
applicationsĥ

…‘’—–‡”ƒ’’Ž‹…ƒ–‹‘•–Šƒ–‡ƒ„Ž‡†‹‰‹–ƒŽ‹ˆ‘”ƒ–‹‘–‘„‡
…Šƒ‰‡†‘Ž‹‡ǤŠ‡•‡ƒ’’Ž‹…ƒ–‹‘•Šƒ˜‡–Š‡ƒ„‹Ž‹–›–‘•–‘”‡
‹ˆ‘”ƒ–‹‘‹ƒ”‡’‘•‹–‘”›ƒ†’”‘˜‹†‡ƒ……‡••–‘–Š‡†ƒ–ƒǤ

Š‡›•—’’‘”––Š‡‡˜‘Ž—–‹‘ƒ”›Ž‹ˆ‡…›…Ž‡‘ˆ†‹‰‹–ƒŽǦ„ƒ•‡†‹ˆ‘”ƒ–‹‘
ƒ†ƒ‡‹ˆ‘”ƒ–‹‘†›ƒ‹…ƒŽŽ›—’†ƒ–ƒ„Ž‡‘Ž‹‡ǤŠ‡›…ƒǡˆ‘”
‡šƒ’Ž‡ǡ‹…Ž—†‡…ƒ–ƒŽ‘‰•ˆ‘”’”‘†—…–†ƒ–ƒǡ†ƒ–ƒ„ƒ•‡•ˆ‘”…—•–‘‡”†ƒ–ƒǡ
…‘–”ƒ…–‹ˆ‘”ƒ–‹‘ǡƒ†ƒ†˜‡”–‹•‹‰…‘–‡–Ǥ‘–‡–ƒƒ‰‡‡–
ƒ’’Ž‹…ƒ–‹‘•‹…Ž—†‡–Š‡ƒ„‹Ž‹–›–‘’—„Ž‹•Š…‘–‡––‘ƒ”‡’‘•‹–‘”›ƒ†
•—’’‘”–ƒ……‡••–‘†‹‰‹–ƒŽǦ„ƒ•‡†…‘–‡–Ǥ

—›‡”•™ƒ––‘•‡‡‘Ž›‹–‡••’‡…‹ˆ‹…–‘–Š‡‹”•–”ƒ–‡‰‹…•‘—”…‹‰‡‡†•
ƒ†”‡•–”‹…–‹‘•ǡ•‘–Š‡•‡ƒ’’Ž‹…ƒ–‹‘••–”‡••…‘–‡–”‡’—”’‘•‡†„›
„—›‡”‘”•‡ŽŽ‡”’‡”•’‡…–‹˜‡™Š‹Ž‡’”‡•‡”˜‹‰„”ƒ†‹ƒ‰‡ǡ’‹…–—”‡•ǡƒ†
‘–Š‡”…‘–‡–Ǥ

© 2016 APICS 1-267 Version 4.0, 2016 Edition

All rights reserved Printed on 100% post-consumer waste recycled paper.
Module 1: Supply Chain Design

B2B commerce ʹ…‘‡”…‡–‘‘‘ˆˆ™Š‡–Š‡‹–‡”‡–„‡…ƒ‡˜‹ƒ„Ž‡ˆ‘”†ƒ–ƒ

–”ƒ•ˆ‡”‹–™‘†‹”‡…–‹‘•‹•–‡ƒ†‘ˆ‘Ž›‘‡ǡƒ†™Š‡•ƒŽŽ‡”
„—•‹‡••‡•…‘—Ž†’ƒ”–‹…‹’ƒ–‡†—‡–‘–Š‡Ž‘™…‘•–‘ˆ–Š‡‹–‡”‡–Ǥʹ‹•
…Šƒ”ƒ…–‡”‹œ‡†„›ƒ—–‘ƒ–‹‰–”ƒ†‹–‹‘ƒŽ„—•‹‡••–”ƒ•ƒ…–‹‘••—…Šƒ•
ˆ‘”ƒŽ•‘—”…‹‰Ǥ

’‡‡š…Šƒ‰‡•’”‘˜‹†‡ƒ……‡••–‘–Š‡™‘”Ž†™‹†‡ƒ”‡–ȋ‹…Ž—†‹‰
”‹••‘ˆ—‘™•—’’Ž‹‡”•ȌǤ‡„‡”•Š‹’Ǧ„ƒ•‡†‡š…Šƒ‰‡•ȋ‘ˆ–‡‘ƒ
‡š–”ƒ‡–Ȍ’”‡•…”‡‡‡„‡”•–‘‹–‹‰ƒ–‡”‹••Ǥʹ…ƒ„‡’‡”ˆ‘”‡†
‰Ž‘„ƒŽŽ›ǡ™Š‹…ŠŠ‡Ž’‡†…”‡ƒ–‡–Š‡’”‘…‡••‘ˆ•—’’Ž›…Šƒ‹ƒƒ‰‡‡–Ǥ

šŠ‹„‹–ͳǦͶͻ•Š‘™•Š‘™ʹ…‘‡”…‡ˆƒ…‹Ž‹–ƒ–‡•ˆƒ•–‡”ƒ†…Š‡ƒ’‡”
Ž‹•‹–Š‡•—’’Ž›…Šƒ‹Ǥ

Exhibit 1-49: Business-to-Business Commerce (B2B)

ABC
XYZ Company
Company Internet site
Internet site
Internet

Materials Supply Chain Payments and returns

1 2 3 4 5 6 7
Raw
Tier 2 Manu-
material Distributor Wholesaler Retailer End user
supplier facturer
supplier



B2B collaboration ʹ…‘ŽŽƒ„‘”ƒ–‹‘‹•ƒ‡˜‘Ž—–‹‘‹ʹ…‘‡”…‡–Šƒ–ˆƒ…‹Ž‹–ƒ–‡•–Š‡
—Ž–‹’Ž‡…‘‡…–‹‘•‡…‡••ƒ”›‹ƒ”‡ƒŽ•—’’Ž›…Šƒ‹Ǥš…Šƒ‰‡•ȋƒŽ•‘
…ƒŽŽ‡†ʹƒ”‡–’Žƒ…‡•Ȍ’”‘˜‹†‡ƒ…‘‘’Žƒ…‡–‘–”ƒ†‡ƒ†
‡š…Šƒ‰‡‹ˆ‘”ƒ–‹‘Ǥ—†”‡†•‘ˆ•‡’ƒ”ƒ–‡Ž‹•ƒ”‡”‡’Žƒ…‡†„›ƒ
•‹‰Ž‡Š—„™‹–Š•’‘‡•‰‘‹‰‘—––‘‡ƒ…Š‘†‡Ǥ‡‡šƒ’Ž‡‹•–Š‡
’‘’—Žƒ”•—’’Ž‹‡”’‘”–ƒŽˆ‘”–Š‡ƒ—–‘‘–‹˜‡˜‡”–‹…ƒŽ

••—’’Ž›…Šƒ‹•‰”‘™‘”‡…‘’Ž‡š†—‡–‘ˆŽ‡š‹„Ž‡•—’’Ž›…Šƒ‹
…‘ˆ‹‰—”ƒ–‹‘•ǡ˜‹”–—ƒŽ‘”‰ƒ‹œƒ–‹‘•ǡ‘—–•‘—”…‹‰ƒ†˜‹”–—ƒŽ•‡”˜‹…‡
’”‘˜‹†‡”•ƒ…–‹‰ƒ•‹–‡”‡†‹ƒ”‹‡•ǡ…‘ŽŽƒ„‘”ƒ–‹‘ƒ…–•ƒ•–Š‡‰Ž—‡–Šƒ–
„‹†•–Š‡‡–™‘”Ǥ


© 2016 APICS 1-268 Version 4.0, 2016 Edition

All rights reserved Printed on 100% post-consumer waste recycled paper.
 Section B: Design the Supply Chain

Topic 3: Key Technology Applications

‡›–‡…Š‘Ž‘‰›ƒ’’Ž‹…ƒ–‹‘•ˆ‘”•—’’Ž›…Šƒ‹ƒƒ‰‡‡–†‹•…—••‡†‹
–Š‹•–‘’‹…‹…Ž—†‡ǡǡǡǡƒ†ȋ–Š‡•‡ƒ…”‘›•ƒ”‡
†‡ˆ‹‡†„‡Ž‘™ȌǤ

ERP systems Š‡APICS Dictionary,ͳͶ–Š‡†‹–‹‘ǡ†‡ˆ‹‡•enterprise resources
planning (ERP)ƒ•ƒ

ˆ”ƒ‡™‘”ˆ‘”‘”‰ƒ‹œ‹‰ǡ†‡ˆ‹‹‰ǡƒ†•–ƒ†ƒ”†‹œ‹‰–Š‡„—•‹‡••
’”‘…‡••‡•‡…‡••ƒ”›–‘‡ˆˆ‡…–‹˜‡Ž›’Žƒƒ†…‘–”‘Žƒ‘”‰ƒ‹œƒ–‹‘
•‘–Š‡‘”‰ƒ‹œƒ–‹‘…ƒ—•‡‹–•‹–‡”ƒŽ‘™Ž‡†‰‡–‘•‡‡‡š–‡”ƒŽ
ƒ†˜ƒ–ƒ‰‡Ǥ

•‘ˆ–™ƒ”‡‹•ƒ‘†—Žƒ”‹œ‡†•—‹–‡‘ˆ„—•‹‡••ƒ’’Ž‹…ƒ–‹‘•–Šƒ–ƒ”‡
•‡ƒŽ‡••Ž›‹–‡‰”ƒ–‡†–‘’”‘˜‹†‡ƒ—–‘ƒ–‡†‹–‡”ƒ…–‹‘•ƒ†ƒ…‘‘
•‘—”…‡‘ˆ†ƒ–ƒˆ‘”ƒˆ‹”Ǥ•›•–‡•ƒ”‡„—‹Ž–ƒ”‘—†ƒŽƒ”‰‡†ƒ–ƒ„ƒ•‡
™‹–Š•Šƒ”‡†ƒ……‡••–‘†ƒ–ƒǤ

‘•–…‘’ƒ‹‡•Šƒ˜‡–Š‡ˆ‘ŽŽ‘™‹‰‘†—Ž‡•ǣ
i Žƒ‹‰‘†—Ž‡•
i ƒ—ˆƒ…–—”‹‰‘†—Ž‡•
i —”…Šƒ•‹‰‘†—Ž‡•
i —ƒ”‡•‘—”…‡•‘†—Ž‡•
i ‹ƒ…‡‘†—Ž‡•
i ƒŽ‡•‘†—Ž‡•
i ‘‰‹•–‹…•‘†—Ž‡•

•›•–‡•ƒ”‡…‘‘‹Žƒ”‰‡ƒ†‹†Ǧ•‹œ‡…‘’ƒ‹‡•ƒ†ƒ”‡
„‡‹‰ƒ†‘’–‡†„›•ƒŽŽ‡”ˆ‹”•Ǥ˜‡‹…‘’ƒ‹‡•ƒŽ”‡ƒ†›•‡–—’ˆ‘”
‡–‡”’”‹•‡”‡•‘—”…‡•’Žƒ‹‰ǡŠ‘™‡˜‡”ǡ–Š‡”‡‹•”‘‘–‘‡Šƒ…‡–Š‡
•›•–‡ǯ•…ƒ’ƒ„‹Ž‹–‹‡•ƒ†–‘ƒ††‡™‘†—Ž‡•Ǥ‘”‡‘˜‡”ǡ–Š‡”‡‹•–Š‡
‡˜‘Ž˜‹‰…ŠƒŽŽ‡‰‡‘ˆŽ‹‹‰–‘‰‡–Š‡”–Š‡•›•–‡•‘ˆ•—’’Ž›…Šƒ‹
’ƒ”–‡”•Ǥ

‹–Š‘—–˜‹•‹‘‘”†‹”‡…–‹‘ǡ‹•Œ—•–ƒ•‡–‘ˆƒ’’Ž‹…ƒ–‹‘•Ǣ™‹–Š–Š‡ǡ
™‹ŽŽ’”‘˜‹†‡–Š‡˜‹•‹„‹Ž‹–›ƒ†‡ˆˆ‹…‹‡…›‡‡†‡†–‘•‡‡™Š‡”‡–Š‡
„—•‹‡••‹•‰‘‹‰ƒ†™Š‡”‡‹–…ƒ„‡•–‡‡”‡†Ǥ

šŠ‹„‹–ͳǦͷͲ•Š‘™•Š‘™ƒ•›•–‡•—’’‘”–•—Ž–‹’Ž‡„—•‹‡••
ˆ—…–‹‘•ƒ†…ƒ„‡‡š–‡†‡†–‘‹…Ž—†‡‘”‡ƒ†˜ƒ…‡†•›•–‡••—…Š
ƒ•ƒ†˜ƒ…‡†’Žƒ‹‰ƒ†•…Š‡†—Ž‹‰ȋȌǤ

ƒ…Š‘ˆ–Š‡ƒ”‡ƒ•™‹–Š‹–Š‡‡šŠ‹„‹–ƒ”‡†‹•…—••‡†„”‹‡ˆŽ›Ǥ

© 2016 APICS 1-269 Version 4.0, 2016 Edition

All rights reserved Printed on 100% post-consumer waste recycled paper.
Module 1: Supply Chain Design

Exhibit 1-50: ERP System Functionality

Sales Logistics
Sales Orders Receiving
Pricing Issuing
Billing Warehousing
Quotes Inventory
Available-to-Promise Quality Management
Finance Planning
General Ledger Shared S&OP
Master Data
Assets MPS/MRP
Accounts Payable Planning Methods
(A/P) ERP
Bill of Materials
Accounts Receivable Database
(A/R) Scheduling

Human Resources Manufacturing

Personnel
Shop Floor Control
Travel
Purchasing Production Orders
Payroll
Purchase Orders
Time Repetitive
Management Contracts Manufacturing
Quotas
Requirements
Vendor Lists

SRM



ERP database and ‡›ˆ‡ƒ–—”‡‘ˆ•›•–‡•‹•ƒ•Šƒ”‡†…‡–”ƒŽ†ƒ–ƒ„ƒ•‡Ǥ
shared master data †ƒ–ƒ„ƒ•‡•’”‘˜‹†‡ƒ•‹‰Ž‡•–‘”ƒ‰‡Ž‘…ƒ–‹‘ˆ‘”‡ƒ…Š–›’‡‘ˆ†ƒ–ƒǤŠ‡
‡›’‘‹–•ƒ”‡–Šƒ––Š‹•‹‹‹œ‡•†ƒ–ƒ”‡†—†ƒ…›ƒ†‡ƒ„Ž‡•–Š‡
˜ƒ”‹‘—•‘†—Ž‡•–‘…”‡ƒ–‡ǡƒ……‡••ǡƒ†‘†‹ˆ›–Š‡•ƒ‡†ƒ–ƒǤŠ‡
†ƒ–ƒ™ƒ”‡Š‘—•‡…‘–ƒ‹•ƒ—„‡”‘ˆˆ‹Ž‡•‘”…ƒ–‡‰‘”‹‡•‘ˆ†ƒ–ƒ
ƒ†–Š‡ˆ‘ŽŽ‘™‹‰ˆ‹Ž‡•ƒ”‡”‡Ž‡˜ƒ––‘•—’’Ž›…Šƒ‹ƒƒ‰‡‡–ǣ
i —•–‘‡”ˆ‹Ž‡•…‘–ƒ‹ƒŽŽ‹ˆ‘”ƒ–‹‘‘‹†‹˜‹†—ƒŽ…—•–‘‡”•ǡ
‹…Ž—†‹‰–‡”•‘ˆ•ƒŽ‡ǡ”‡…‘”†•‘ˆ–”ƒ•ƒ…–‹‘•ǡƒ†…—•–‘‡”
•‡”˜‹…‡‘–‡•Ǥ
i ”‘†—…–Ǧ’”‹…‡ˆ‹Ž‡•…‘–ƒ‹ƒŽŽ†ƒ–ƒ‘–Š‡ˆ‹”ǯ•’”‘†—…–•ƒ†
•‡”˜‹…‡•ǡ‹…Ž—†‹‰“—ƒ–‹–›†‹•…‘—–•ǡ•–ƒ†ƒ”†…‘•–•ǡƒ†
’Š›•‹…ƒŽ…Šƒ”ƒ…–‡”‹•–‹…•Ǥ

© 2016 APICS 1-270 Version 4.0, 2016 Edition

All rights reserved Printed on 100% post-consumer waste recycled paper.
 Section B: Design the Supply Chain

i —’’Ž‹‡”ˆ‹Ž‡•Ž‹•–ƒŽŽ•—’’Ž‹‡”•ˆ‘”–Š‡‘”‰ƒ‹œƒ–‹‘ǡƒŽŽ‘™‹‰–Š‡
‘”‰ƒ‹œƒ–‹‘–‘…‘•‘Ž‹†ƒ–‡•—’’Ž‹‡”•ƒ†ˆ‹†‡…‘‘‹‡•‘ˆ•…ƒŽ‡Ǥ
i ’‡‘”†‡”ˆ‹Ž‡•…‘–ƒ‹ƒŽŽ…—””‡–‘”’‘–‡–‹ƒŽ’”‘†—…–‘”†‡”•
ˆ”‘—Ž–‹’Ž‡…Šƒ‡Ž•ǡ‹…Ž—†‹‰•’‡…‹ƒŽ•Š‹’’‹‰‘”Šƒ†Ž‹‰
”‡“—‡•–•Ǥ
i —”…Šƒ•‡‘”†‡”ȋȌˆ‹Ž‡•ƒ”‡ƒŽŽ‘’‡‘”†‡”•–‘•—’’Ž‹‡”•ǡ
‹…Ž—†‹‰Ǥ
i ‹ŽŽ‘ˆƒ–‡”‹ƒŽ•ȋȌˆ‹Ž‡•Ž‹•–’”‘†—…–…‘’‘‡–•ƒ†”ƒ™
ƒ–‡”‹ƒŽ•Ǥ
i ˜‡–‘”›ˆ‹Ž‡••Š‘™ǡ„›Ž‘…ƒ–‹‘ǡƒŽŽƒ˜ƒ‹Žƒ„Ž‡”ƒ™ƒ–‡”‹ƒŽ•ƒ†
ˆ‹‹•Š‡†‰‘‘†•ƒ†ˆ‘”‡…ƒ•–•‘ˆ™Š‡™‘”Ǧ‹Ǧ’”‘…‡••ȋȌ
‹˜‡–‘”›™‹ŽŽ„‡ƒ˜ƒ‹Žƒ„Ž‡Ǥ
i ”†‡”ƒ†Š‹•–‘”›ˆ‹Ž‡••Š‘™’ƒ•–’—”…Šƒ•‡•ƒ†•ƒŽ‡•ˆ‘”
ˆ‘”‡…ƒ•–‹‰ƒ†„—†‰‡–‹‰Ǥ

‡…ƒ—•‡–Š‹•ƒ•–‡”†ƒ–ƒ‹••Šƒ”‡†ƒ‘‰‘†—Ž‡•ǡ‹ˆ‘”ƒ–‹‘‹ƒ
˜‡†‘”ƒ•–‡”ˆ‹Ž‡ǡˆ‘”‡šƒ’Ž‡ǡ™‹ŽŽ„‡—•‡†„›’—”…Šƒ•‹‰ǡˆ‹ƒ…‡ǡ
’Žƒ‹‰ǡ‡–…Ǥƒ–‡”‹ƒŽƒ•–‡”‹ˆ‘”ƒ–‹‘‹•—•‡†‹‘†—Ž‡•
‹…Ž—†‹‰’—”…Šƒ•‹‰ǡ’Žƒ‹‰ǡƒ†Ž‘‰‹•–‹…•Ǥ‹‹Žƒ”Ž›ǡŽ‘…ƒ–‹‘
‹ˆ‘”ƒ–‹‘‹•—•‡†„›’Žƒ‹‰ǡ’—”…Šƒ•‹‰ǡŽ‘‰‹•–‹…•ǡ•ƒŽ‡•ǡǡƒ†
‘–Š‡”•Ǥ

ERP transactional –”ƒ•ƒ…–‹‘ƒŽ‘†—Ž‡•ƒ”‡—‡”‘—•ƒ†…ƒ„‡†‡•…”‹„‡†ƒ•
modules ™Š‡”‡ƒŽŽ—•‡”‹–‡”ƒ…–‹‘•™‹–Š–Š‡•›•–‡‘……—”•—…Šƒ•’Žƒ…‹‰
‘”†‡”•ǡ‘˜‹‰‹˜‡–‘”›ǡ„‹ŽŽ‹‰…—•–‘‡”•ǡ‘”’ƒ›‹‰•—’’Ž‹‡”•Ǥ
‘’ƒ‹‡•…ƒ‹’Ž‡‡–‘‡ǡƒ›ǡ‘”ƒŽŽ‘ˆ–Š‡…‘’‘‡–•ƒ†
ƒ›‹’Ž‡‡––Š‡•‡“—‡–‹ƒŽŽ›‘”ƒŽŽƒ–‘…‡Ǥ

‡…‹•‹‘ƒ‡”•—•‡–Š‡’Žƒ‹‰‘†—Ž‡–‘•‡–…‘”’‘”ƒ–‡
•–”ƒ–‡‰›Ǥ ‘”–Š‡•—’’Ž›…Šƒ‹–Š‹•‹…Ž—†‡•”‡•‡ƒ”…Šƒ††‡˜‡Ž‘’‡–ǡ
ˆ—†‹‰ƒ†”‡“—‹”‡†”‡–—”•ǡ’”‘†—…–Ž‹‡†‡…‹•‹‘•ǡƒ†ƒ”‡–‹‰
•–”ƒ–‡‰‹‡•ǤƒŽ›–‹…ƒŽƒ†ˆ‘”‡…ƒ•–‹‰–‘‘Ž•‹–Š‹•ƒ”‡ƒƒ‡—•‡‘ˆ
†ƒ–ƒƒ•™‡ŽŽƒ•‡š–‡”ƒŽƒ”‡–‹–‡ŽŽ‹‰‡…‡ǤŠ‡•–”ƒ–‡‰‹…‰‘ƒŽ••‡–‹
–Š‹•ƒ”‡ƒƒ”‡–”ƒ•Žƒ–‡†‹–‘†‡’ƒ”–‡–Ǧ•’‡…‹ˆ‹…‰‘ƒŽ•ǤƒŽ‡•ƒ†
‘’‡”ƒ–‹‘•’Žƒ‹‰ȋƬȌ‹•ƒ‡›•—’’Ž›…Šƒ‹’Žƒ‹‰–‘‘Ž‹–Š‹•
ƒ”‡ƒ–Šƒ–™‘”•–‘•›…Š”‘‹œ‡•—’’Ž›™‹–Š†‡ƒ†ǡƒŽŽ‘™‹‰•–”ƒ–‡‰‹…
’Žƒ•–‘„‡”‡‰—Žƒ”Ž›ƒ†ƒ’–‡†–‘…—””‡–…‹”…—•–ƒ…‡•ǤƬ‹•
†‹•…—••‡†‹‘”‡†‡–ƒ‹Ž‹‘†—Ž‡ʹǤƬ†‡…‹•‹‘•ˆ‡‡†‹–‘ƒ•–‡”
’”‘†—…–‹‘•…Š‡†—Ž‹‰ȋȌǡƒ–‡”‹ƒŽ”‡“—‹”‡‡–•’Žƒ‹‰ȋȌǡ
„‹ŽŽ•‘ˆƒ–‡”‹ƒŽȋ•Ȍǡ•…Š‡†—Ž‹‰ǡ…ƒ’ƒ…‹–›ǡƒ†‘–Š‡”’Žƒ‹‰
‡–Š‘†•ǤŠ‡”‡•—Ž–•‘ˆƬƒ”‡ƒŽ•‘ˆ‡†‹–‘‘–Š‡”‘†—Ž‡•‹…Ž—†‹‰
•ƒŽ‡•ǡƒ—ˆƒ…–—”‹‰ǡ’—”…Šƒ•‹‰ǡˆ‹ƒ…‡ǡƒ†Ž‘‰‹•–‹…•Ǥ


© 2016 APICS 1-271 Version 4.0, 2016 Edition

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Module 1: Supply Chain Design

ƒ…Š‘ˆ–Š‡‘–Š‡”‘†—Ž‡••Š‘™‹šŠ‹„‹–ͳǦͷͲ™‹ŽŽŠƒ˜‡ƒ”ƒ‰‡‘ˆ
ˆ—…–‹‘•ˆ”‘–Š‡•–”ƒ–‡‰‹…–‘–Š‡–”ƒ•ƒ…–‹‘ƒŽǤ‡˜‹‡™–Š‡‡šŠ‹„‹––‘
•‡‡•‘‡‘ˆ–Š‡ˆ—…–‹‘•‘ˆ‡ƒ…Š‘ˆ–Š‡•‡‘†—Ž‡•Ǥ

Advanced systems Š‡‘—–‡””‹‰‘ˆšŠ‹„‹–ͳǦͷͲ•Š‘™•–Šƒ–•›•–‡•ƒ”‡…‘–‹—ƒŽŽ›
‡˜‘Ž˜‹‰ƒ†ƒ††‹‰‡™ˆ—…–‹‘ƒŽ‹–›•—…Šƒ•ǡǡǡǡ
ǡǡ‘”Ǥ‰‹‡‡”‹‰…Šƒ‰‡…‘–”‘ŽȋȌǡƒŽ•‘…ƒŽŽ‡†
‡‰‹‡‡”‹‰…Šƒ‰‡ƒƒ‰‡‡–‘”‡‰‹‡‡”‹‰…Šƒ‰‡‘”†‡”ǡ‹•ƒ™ƒ›
–‘‡•—”‡’”‘†—…–†‡•‹‰•ˆ‘ŽŽ‘™ƒ…Šƒ‰‡ƒ—–Š‘”‹œƒ–‹‘’”‘…‡†—”‡Ǥ
†˜ƒ…‡†•›•–‡•ƒ›„‡’ƒ”–‘ˆ–Š‡•ƒ‡•›•–‡ǡ„—–‘ˆ–‡–Š‡›
‡š‹•–™‹–Š‹•‡’ƒ”ƒ–‡•›•–‡•ȋƒ›„‡–Š‡•ƒ‡˜‡†‘”ƒ•›‘—”
•›•–‡‘”ƒ„‡•–‘ˆ„”‡‡†ȌǤŠ‡•‡•›•–‡•™‹ŽŽŽ‹„ƒ…–‘›‘—”
•›•–‡ƒ†Ž‡˜‡”ƒ‰‡–Š‡•Šƒ”‡††ƒ–ƒǤŠ‡›ƒ›•‡†‹•–”—…–‹‘•
„ƒ…–‘›‘—”•›•–‡ˆ‘”’”‘…‡••‹‰Ȅˆ‘”‡šƒ’Ž‡ǡƒ•›•–‡
ƒ›†‡–‡”‹‡ƒ‘’–‹‹œ‡†’”‘†—…–‹‘’Žƒ„—–‹–™‹ŽŽ‘–‡š‡…—–‡
–Šƒ–’ŽƒǢ‹–™‹ŽŽ•‡†–Š‡’Žƒ„ƒ…–‘›‘—”•›•–‡–‘’”‘…‡••Ǥ

ERP system ‘•–•›•–‡•‘”‹‰‹ƒ–‡†ƒ•ƒ–‡”‹ƒŽ”‡“—‹”‡‡–•’Žƒ‹‰ȋȌ
evolution •›•–‡•–Šƒ–‰”‡™‘˜‡”–‹‡–‘‹…Ž—†‡ƒ—ˆƒ…–—”‹‰”‡•‘—”…‡’Žƒ‹‰
ȋȌˆ—…–‹‘•ƒ†–Š‡…‘–‹—‡†–‘ƒ††‘†—Ž‡•ǤŠ‡”‡ˆ‘”‡ǡ–Š‡•‡
•—’’Ž›’Žƒ‹‰ˆ—…–‹‘•ƒ”‡‘ˆ–‡†‡•…”‹„‡†ƒ•–Š‡…‘”‡‘ˆǤ

•›•–‡•…‘–‹—‡–‘‡˜‘Ž˜‡Ǥ˜‡‘Ž†‡”˜‡”•‹‘•’”‘˜‹†‡˜ƒŽ—‡ǡ
•—…Šƒ•ƒ—–‘ƒ–‹‰’”‘…‡••‡•–‘‹…”‡ƒ•‡‡ˆˆ‹…‹‡…›ƒ†”‡†—…‡‡””‘”•Ǥ
•›•–‡•‹…‘”’‘”ƒ–‡„‡•–’”ƒ…–‹…‡•‹–Š‡‹”…‘…‡’–—ƒŽ‘†‡Ž•ǡ™Š‹…Š
‡ƒ„Ž‡•’”‘…‡••‹’”‘˜‡‡–•„—–ƒŽ•‘‡ƒ•–Šƒ–ƒ—’‰”ƒ†‡‹•”‡“—‹”‡†
–‘—–‹Ž‹œ‡‹‘˜ƒ–‹‘••—…Šƒ•‘˜‹‰ˆ”‘ƒ’”‘†—…–Ǧ‘”‹‡–‡†’—•Š‘†‡Ž
–‘ƒ…—•–‘‡”Ǧ‘”‹‡–‡†’—ŽŽ‘†‡ŽǤ‘”‡ƒ†˜ƒ…‡†˜‡”•‹‘••Š‹ˆ––Š‡ˆ‘…—•
ˆ”‘‹–‡”ƒŽ‘’–‹‹œƒ–‹‘–‘‡š–‡”ƒŽ”‡Žƒ–‹‘•Š‹’•ƒ†‡ˆˆ‹…‹‡…‹‡••—…Š
ƒ•…‘ŽŽƒ„‘”ƒ–‹˜‡…‘‡”…‡ƒ†•—’’Ž›…Šƒ‹ƒƒ‰‡‡–Ǥ

‹–Šƒ†˜ƒ…‡†˜‡”•‹‘•‘ˆ•‘ˆ–™ƒ”‡ǡ•—’’Ž›…Šƒ‹’ƒ”–‡”•ƒ”‡
ƒ„Ž‡–‘
i ƒ‡„‡––‡”†‡…‹•‹‘•„›”‡Ž›‹‰‘†ƒ–ƒ–”ƒ•ˆ‘”‡†‹–‘„—•‹‡••
‘™Ž‡†‰‡„›•‘ˆ–™ƒ”‡
i ‹ƒƒ‰‡‡–’ƒ›–‘•—’’Ž›…Šƒ‹’‡”ˆ‘”ƒ…‡–Š”‘—‰Š„—‹Ž–Ǧ
‹’‡”ˆ‘”ƒ…‡‡ƒ•—”‡‡––‘‘Ž•
i †‘’–‘’‡”ƒ–‹‘ƒŽ‡–Š‘†••—…Šƒ•„—‹Ž†Ǧ–‘Ǧ‘”†‡”ǡ†‹”‡…–Ǧ–‘Ǧ
…—•–‘‡”ǡƒ†Ž‡ƒƒ—ˆƒ…–—”‹‰ȋ•‡‡‘†—Ž‡͵ǡ‡…–‹‘ǡ
Šƒ’–‡”͵Ȍ
i ‘‡…–‘‡•›•–‡–‘‘–Š‡”•‹–Š‡•—’’Ž›…Šƒ‹ƒ†—•‡™‡„Ǧ
„ƒ•‡†ǡ‘’‡ǡƒ†…‘’‘‡–Ǧ„ƒ•‡†•›•–‡•–‘”‡‰—Žƒ”Ž›ƒ†ƒ’––Š‡
„—•‹‡••‘†‡Ž

© 2016 APICS 1-272 Version 4.0, 2016 Edition

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 Section B: Design the Supply Chain

i ”‘˜‹†‡‰Ž‘„ƒŽƒ……‡••–‘‘’‡”ƒ–‹‘ƒŽ†ƒ–ƒˆ‘”ƒŽŽ•—’’Ž›…Šƒ‹
’ƒ”–‡”•
i ”‡‡—’…ƒ’ƒ…‹–›ƒ†”‡•‘—”…‡•–‘’—”•—‡‡™„—•‹‡••
‘’’‘”–—‹–‹‡•
i ‡”ˆ‘”…‘ŽŽƒ„‘”ƒ–‹˜‡’Žƒ‹‰—•‹‰…”‘••Ǧ‹†—•–”›ƒ†‹†—•–”›Ǧ
•’‡…‹ˆ‹…•›•–‡•Ǥ

ERP versus best-of- Š‡”‡ƒ”‡•‡˜‡”ƒŽ™ƒ›•–‘…‘•–”—…–ƒ•›•–‡ǣŽŽ‘†—Ž‡•…ƒ„‡

breed systems ’—”…Šƒ•‡†ƒ•ƒ’ƒ…ƒ‰‡ˆ”‘‘‡˜‡†‘”ǡ•‘‡‘†—Ž‡•…ƒ„‡
’—”…Šƒ•‡†ˆ”‘‘‡˜‡†‘”™‹–Š‘–Š‡”‘†—Ž‡•ƒ††‡†ǡ‘”Dz„‡•–‘ˆ
„”‡‡†dz‘†—Ž‡•…ƒ„‡„‘—‰Š–ˆ”‘—Ž–‹’Ž‡˜‡†‘”•ǤŠ‡ƒ
ƒ’’Ž‹…ƒ–‹‘‹•ƒ˜ƒ‹Žƒ„Ž‡ˆ”‘„‘–Šƒ„‡•–Ǧ‘ˆǦ„”‡‡†˜‡†‘”ƒ†ƒ
‘”‰ƒ‹œƒ–‹‘ǯ•˜‡†‘”ǡ™Š‹…Š•Š‘—Ž†„‡…Š‘•‡ǫ

Š‡ƒ†˜ƒ–ƒ‰‡•‘ˆ—•‹‰ƒ‘†—Ž‡ˆ”‘–Š‡˜‡†‘”‹…Ž—†‡–Š‡
ˆ‘ŽŽ‘™‹‰ǣ
i ‹’Ž‡”ƒ†„‡––‡”‹–‡‰”ƒ–‹‘
i ‡˜‡”ƒ‰‡†‘™‡”•Š‹’‘ˆ‡–‡”’”‹•‡†ƒ–ƒ
i Š‘”–‡”—•‡”–”ƒ‹‹‰
i ‡™‡”˜‡†‘”•–‘™‘”™‹–Š
i …Ž—†‡†‹‡š‹•–‹‰•—’’‘”–…‘–”ƒ…–
i ‘™‡”–‘–ƒŽ…‘•–‘ˆ‘™‡”•Š‹’ȋ‘•–‘ˆ–Š‡–‹‡Ȍ
i ƒ•–†‡˜‡Ž‘’‡–”‡•‘—”…‡•‹…Ž—†‹‰Žƒ”‰‡†‡˜‡Ž‘’‡–•–ƒˆˆ•
ȋ‹…Ž—†‹‰‹†—•–”›Ǧ•’‡…‹ˆ‹…•–ƒˆˆȌ

–Š‡‘–Š‡”Šƒ†ǡƒ›„‡•–Ǧ‘ˆǦ„”‡‡†˜‡†‘”•Šƒ˜‡…‘‡—’™‹–Š
‹†—•–”›Ǧ•’‡…‹ˆ‹…‘”‘–Š‡”™‹•‡Š‹‰ŠŽ›–ƒ‹Ž‘”‡†ƒ†…—––‹‰Ǧ‡†‰‡
•‘Ž—–‹‘•™‹–Š–Š‡ˆ‘ŽŽ‘™‹‰ƒ†˜ƒ–ƒ‰‡•ǣ
i ƒ•–‡”–‘ƒ”‡–™‹–Š‹‘˜ƒ–‹˜‡ˆ—…–‹‘•ƒ†•‡”˜‹…‡•
i ƒ”‰‡–‡†‹†—•–”›‡š’‡”–‹•‡
i ‹…Š‡ƒ”‡–ƒ’’Ž‹…ƒ–‹‘•ȋ‡Ǥ‰Ǥǡ‘…‡ƒ‰‘‹‰˜‡••‡Žƒƒ‰‡‡–Ȍ
i ƒ›Šƒ˜‡‘”‡‡š’‡”–‹•‡‹ƒ•’‡…‹ˆ‹…ˆ—…–‹‘ƒŽƒ”‡ƒ•—…Šƒ•
™ƒ”‡Š‘—•‹‰ǡ™Š‹Ž‡ƒ˜‡†‘”ƒ›Šƒ˜‡Ž‹––Ž‡‡š’‡”–‹•‡‹–Š‹•
ƒ”‡ƒƒ†–Š‡‹”‘†—Ž‡ǯ•ˆ—…–‹‘ƒŽ‹–›ƒ›”‡ˆŽ‡…––Š‹••Š‘”–…‘‹‰

Š‡„‡•–Ǧ‘ˆǦ„”‡‡†…‘’ƒ‹‡•™‹ŽŽŽ‹‡Ž›Šƒ˜‡–Š‡‘•–‹‘˜ƒ–‹˜‡
–‡…Š‘Ž‘‰‹‡•ˆ‹”•–ǡƒ†‹ˆ–Š‡…‘’ƒ›‹•Ž‘‘‹‰–‘—•‡–Š‡–‡…Š‘Ž‘‰›
–‘…”‡ƒ–‡ƒ…‘’‡–‹–‹˜‡ƒ†˜ƒ–ƒ‰‡ǡ•—…Šƒ’—”…Šƒ•‡…ƒ†‹ˆˆ‡”‡–‹ƒ–‡
–Š‡…‘’ƒ›—–‹Ž–Š‡–‡…Š‘Ž‘‰›„‡…‘‡•ƒ‹•–”‡ƒȋ„›
ƒ†‘’–‹‘ȌǤŽ•‘ǡ‹ˆ–Š‡„—•‹‡••…ƒ•‡”‡“—‹”‡•ƒ‹…Š‡ƒ’’Ž‹…ƒ–‹‘ǡƒ
‘”‡‰‡‡”‹…ƒŽ–‡”ƒ–‹˜‡‘ˆˆ‡”‡†„›ƒ˜‡†‘”ƒ›‘–•—ˆˆ‹…‡Ǥ
Ž–‹ƒ–‡Ž›ǡ–Š‡•‡Ž‡…–‹‘•Š‘—Ž†…‘‡ˆ”‘ƒ†‡–ƒ‹Ž‡†ƒƒŽ›•‹•‘ˆ–Š‡
‡‡†•‘ˆ–Š‡„—•‹‡••˜‡”•—•‡ƒ…Š‘’–‹‘ǯ•…ƒ’ƒ„‹Ž‹–‹‡•Ǥ

© 2016 APICS 1-273 Version 4.0, 2016 Edition

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Module 1: Supply Chain Design

Use of upgrades, Š‡ƒ–‡…Š‘Ž‘‰›ƒ—†‹–”‡˜‡ƒŽ•ƒ‰ƒ’„‡–™‡‡…—””‡–ƒ†”‡“—‹”‡†

new releases of –‡…Š‘Ž‘‰›ǡ–Š‡…‘’ƒ›ƒ›„‡ƒ„Ž‡–‘‰‡––‘–Š‡†‡•‹”‡†•—’’Ž›…Šƒ‹
ERP, or new •–ƒ‰‡„›‹’Ž‡‡–‹‰ƒ—’‰”ƒ†‡‘”‡™”‡Ž‡ƒ•‡‘ˆ‹–••›•–‡‘”
modules
„›’—”…Šƒ•‹‰ƒ‡™‘†—Ž‡ˆ”‘–Š‡˜‡†‘”Ǥ›‘ˆ–Š‡•‡
…Šƒ‰‡•Šƒ••‹‰‹ˆ‹…ƒ–…‘•–•ƒ†•Š‘—Ž†„‡Œ—•–‹ˆ‹‡†„›ƒ’‘•‹–‹˜‡
’”‘˜‡™‹–Š‡ƒ•—”ƒ„Ž‡”‡•—Ž–•Ǥ

ˆ–Š‡—’‰”ƒ†‡•—’’‘”–•–Š‡–‘’‹••—‡•–Šƒ––Š‡…‘’ƒ›™‘—Ž†Ž‹‡–‘
ƒ††”‡••ƒ†‹ˆ‹–•ƒ–‹•ˆ‹‡•‡›’”‘ˆ‹–ǡ’‡”ˆ‘”ƒ…‡ǡˆ—…–‹‘ƒŽ‹–›ǡ
‹–‡‰”ƒ–‹‘ǡ–‹‡–‘ƒ”‡–ǡƒ†Š—ƒ”‡•‘—”…‡•…”‹–‡”‹ƒǡ–Š‡–Š‡
—’‰”ƒ†‡™‹ŽŽŽ‹‡Ž›„‡ƒ‰‘‘†‹˜‡•–‡–Ǥ

–Š‡”‹†‹…ƒ–‹‘•‘ˆƒ™‘”–Š™Š‹Ž‡—’‰”ƒ†‡‹…Ž—†‡’”‘˜‹†‹‰–Š‡
ˆ‘ŽŽ‘™‹‰ǣ
i ‡––‡”‘’‡ƒ”…Š‹–‡…–—”‡–Šƒ–Š‡…—””‡–•›•–‡ǡ‡ƒ•‹‰•—’’Ž›
…Šƒ‹…‘—‹…ƒ–‹‘•ƒ†–Š‡’”‘…‡••‘ˆŽƒ–‡”—’‰”ƒ†‡•‘”ƒ††Ǧ
‘•ȋŽ‹‡ƒ’”‘’”‹‡–ƒ”›ƒ”…Š‹–‡…–—”‡ǡƒ‘’‡ƒ”…Š‹–‡…–—”‡‹•
•‘ˆ–™ƒ”‡…‘†‡†—•‹‰…‡”–ƒ‹•–ƒ†ƒ”†•–‘ƒ‡‹–•’ƒ”–•‘”‡
‹–‡”‘’‡”ƒ„Ž‡ƒ†‹–‡”…Šƒ‰‡ƒ„Ž‡ǤȌ
i ‡––‡”„—•‹‡••‹ˆ‘”ƒ–‹‘‘”‡–ƒ†ƒ–ƒȋ†ƒ–ƒƒ„‘—–†ƒ–ƒȌ•—…Šƒ•
‘–‘Ž›‘™‹‰‹Ǧ•–‘…‹˜‡–‘”›„—–ƒŽ•‘Ž‡ƒ†–‹‡ˆ‘”‡™
•–‘…ǡ•–‘…Ž‘…ƒ–‹‘•ǡƒ†…ƒ’ƒ„Ž‡Ǧ–‘Ǧ’”‘‹•‡
i ƒ•–‡”Ž‡ƒ”‹‰…—”˜‡ƒ†—•‡”Ǧˆ”‹‡†Ž›ƒ„‹Ž‹–‹‡•–‘•’‡‡†
ƒ……‡’–ƒ…‡
i —ŽŽ‹–‡‰”ƒ–‹‘™‹–Š…—””‡–Ž›†‹•Œ‘‹–‡†•›•–‡•
i …”‡ƒ•‹‰…‘•–‘ˆƒ‹–ƒ‹‹‰‘Ž†˜‡”•‹‘•ȋŽƒ…‘ˆ˜‡†‘”
•—’’‘”–Ȍ

’‰”ƒ†‡•–ƒ‡Ž‘‰‡”™Š‡–Š‡•›•–‡‹ˆ”ƒ•–”—…–—”‡‹•Š‡–‡”‘‰‡‡‘—•
ƒ†—Ž–‹’Ž‡†—’Ž‹…ƒ–‹‘‘ˆ‡ˆˆ‘”–‹•”‡“—‹”‡†ˆ‘”‡ƒ…Š†‹ˆˆ‡”‡–•›•–‡Ǥ
—Ž–‹•‹–‡…‘‘”†‹ƒ–‹‘‹•ƒŽ•‘ƒˆƒ…–‘”‹–Š‡•’‡‡†ƒ†…‘’Ž‡š‹–›‘ˆ
–Š‡’”‘…‡••Ǥ’‰”ƒ†‹‰‘Ž›–Š‡•‹–‡•–Šƒ–™‹ŽŽ„‡‡ˆ‹–ˆ”‘–Š‡…Šƒ‰‡
‹•ƒ‘’–‹‘ǡ‡•’‡…‹ƒŽŽ›‹ˆ…‘—‹…ƒ–‹‘„‡–™‡‡–Š‡˜‡”•‹‘•‹•
ƒŽ”‡ƒ†›’ƒ”–‘ˆ–Š‡’ŽƒǤ

”ƒ…‹‰–Š‡…‘•–‘ˆ‡ƒ…Š•—„•‡“—‡–—’‰”ƒ†‡‘””‡Ž‡ƒ•‡ƒŽŽ‘™•
…‘’ƒ‹‡•–‘ƒ••‡••–Š‡Ž‹ˆ‡–‹‡…‘•–‘ˆ–Š‡•›•–‡ǤŠ‹•…‘•–•Š‘—Ž†„‡
‡ƒ•—”‡†„›•’‡†‹‰ƒ•™‡ŽŽƒ•–‹‡Ǧ–‘Ǧ†‡Ž‹˜‡”›Ǥ—’‰”ƒ†‡•–Šƒ–
…ƒ…‘‡‹–‘•‡”˜‹…‡“—‹…Ž›’”‘˜‹†‡–Š‡‘•–†‹ˆˆ‡”‡–‹ƒ–‹‘ˆ”‘
…‘’‡–‹–‘”•ǤƒŽ–‡”ƒ–‹˜‡–‘’—”…Šƒ•‹‰•‘ˆ–™ƒ”‡ƒ†
’‡”‹‘†‹…ƒŽŽ›—’†ƒ–‹‰‹–‹•–‘—•‡•‘ˆ–™ƒ”‡ƒ•ƒ•‡”˜‹…‡ȋƒƒȌǤƒ›
…‘’ƒ‹‡•ȋ‡Ǥ‰ǤǡȌƒ”‡•–ƒ”–‹‰–‘‘ˆˆ‡”ƒƒ†‹”‡…–Ž›–‘–Š‡‹”
…—•–‘‡”•Ǥ

© 2016 APICS 1-274 Version 4.0, 2016 Edition

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 Section B: Design the Supply Chain

‘–Š‡”ƒ†˜ƒ…‡†ˆ‡ƒ–—”‡–Šƒ–‘”‰ƒ‹œƒ–‹‘•ƒ›™ƒ––‘ƒ††–Š”‘—‰Š
—•‡‘ˆ—’‰”ƒ†‡•‹•…Ž‘—†…‘’—–‹‰ǤŽ‘—†…‘’—–‹‰™‘—Ž†ƒŽŽ‘™ƒ
‰‡‘‰”ƒ’Š‹…ƒŽŽ›†‹•’‡”•‡†‘”‰ƒ‹œƒ–‹‘–‘ƒ‹–ƒ‹•‡”˜‡”•ƒ†
†ƒ–ƒ„ƒ•‡•‹—Ž–‹’Ž‡Ž‘…ƒ–‹‘•™Š‹Ž‡Šƒ˜‹‰–Š‡ˆ—…–‹‘ƒ•ƒ•‹‰Ž‡
˜‹”–—ƒŽ•›•–‡ƒ††ƒ–ƒ„ƒ•‡–Šƒ–…ƒ„‡ƒ……‡••‡†ˆ”‘ƒ›™Š‡”‡Ǥ‘–‡
–Šƒ–…Ž‘—†…‘’—–‹‰ƒ›—•‡ƒƒƒ‘†‡Ž‘”’—”…Šƒ•‡†•‘ˆ–™ƒ”‡Ǥ

Configuration versus ‘ˆ‹‰—”ƒ–‹‘ˆ”‘ƒ•‘ˆ–™ƒ”‡’—”…Šƒ•‡”ǯ••–ƒ†’‘‹–‹•ƒ†Œ—•–‹‰
customization •›•–‡’ƒ”ƒ‡–‡”•ˆ”‘ƒ’”‘…‡••˜‹‡™™‹–Š‘—–”‡’”‘‰”ƒ‹‰–Š‡
•‘ˆ–™ƒ”‡ǯ•…‘†‡Ǥ‘ˆ‹‰—”ƒ„Ž‡•‘ˆ–™ƒ”‡‹•ˆŽ‡š‹„Ž‡ƒ†…‘•–Ǧ‡ˆˆ‡…–‹˜‡„—–
Šƒ•Ž‹‹–ƒ–‹‘•ǡ•‘–Š‡•‘ˆ–™ƒ”‡—•–•–‹ŽŽ„‡ƒ…Ž‘•‡ƒ–…ŠǤ

—•–‘‹œ‹‰‹•”‡’”‘‰”ƒ‹‰–Š‡•‘ˆ–™ƒ”‡ǯ•…‘†‡‘”ƒ††‹‰‘–‘–Š‡
•‘ˆ–™ƒ”‡ǯ•…‘†‡–‘‰‡––Š‡ƒ’’Ž‹…ƒ–‹‘–‘†‘™Šƒ–‹–™ƒ•‘–‘”‹‰‹ƒŽŽ›
†‡•‹‰‡†–‘†‘Ǥ

˜‡†‘”•…”‡ƒ–‡•›•–‡•„›‹–‡”˜‹‡™‹‰–Š‘—•ƒ†•‘ˆˆ‹”•ƒ†ǡ‹
‰‡‡”ƒŽǡ†‡•‹‰–Š‡•›•–‡•–‘…‘˜‡”–Š‡–‘’ͺͲ’‡”…‡–‘ˆ”‡“—‡•–‡†
ˆ—…–‹‘ƒŽ‹–›Ǥ‘•–•–‡†–‘”‹•‡“—‹…Ž›‹ˆ•‘ˆ–™ƒ”‡‹••‡Ž‡…–‡†„‡Ž‘™
–Š‡ͺͲ’‡”…‡––Š”‡•Š‘Ž†Ž‡˜‡Žǡ’ƒ”–Ž›†—‡–‘–Š‡‹…”‡ƒ•‡†‡‡†–‘
…—•–‘‹œ‡–Š‡•‘ˆ–™ƒ”‡Ǥ

—•–‘‹œ‡†•›•–‡•ƒ”‡‹ˆŽ‡š‹„Ž‡ǡƒ†…—•–‘‹œƒ–‹‘„‡›‘†ƒ
ˆ‡™‹‘”ƒ†‡…‡••ƒ”›ƒ†Œ—•–‡–•Šƒ•ƒ›…‘•–•ƒ†’‹–ˆƒŽŽ•Ǥ
—•–‘‹œƒ–‹‘–‘‡‡––Š‡”‡ƒ‹‹‰ʹͲ’‡”…‡–‘ˆ•–”ƒ–‡‰‹…‰‘ƒŽ•…ƒ
„‡™‘”–Š™Š‹Ž‡„—–•Š‘—Ž†‡˜‡”„‡ƒ’’Ž‹‡†–‘–Š‡ͺͲ’‡”…‡––Šƒ–†‘‡•
ˆ‹–Ǥˆ‹”‹•‰‡‡”ƒŽŽ›„‡––‡”‘ˆˆ—’‰”ƒ†‹‰…—””‡–Šƒ”†™ƒ”‡ǡ
†ƒ–ƒ„ƒ•‡•ǡ•‘ˆ–™ƒ”‡ǡƒ†„—•‹‡••’”‘…‡••‡•–‘„‡•–Ǧ’”ƒ…–‹…‡•–ƒ†ƒ”†•
”ƒ–Š‡”–Šƒ…—•–‘‹œ‹‰–‘ˆ‹–‡š‹•–‹‰•›•–‡•Ǥ•‹‹Žƒ”ƒ”‰—‡–
ƒ‰ƒ‹•–…—•–‘‹œƒ–‹‘…‘—Ž†„‡ƒ†‡ˆ‘”ƒ›–›’‡•‘ˆ•‘ˆ–™ƒ”‡Ǥ

Advanced ……‘”†‹‰–‘–Š‡APICS DictionaryǡͳͶ–Š‡†‹–‹‘ǡadvanced planning
planning and and scheduling (APS)”‡ˆ‡”•–‘
scheduling (APS) –‡…Š‹“—‡•–Šƒ–†‡ƒŽ™‹–ŠƒƒŽ›•‹•ƒ†’Žƒ‹‰‘ˆŽ‘‰‹•–‹…•ƒ†
systems ƒ—ˆƒ…–—”‹‰‘˜‡”–Š‡•Š‘”–ǡ‹–‡”‡†‹ƒ–‡ǡƒ†Ž‘‰Ǧ–‡”–‹‡
’‡”‹‘†•Ǥ†‡•…”‹„‡•ƒ›…‘’—–‡”’”‘‰”ƒ–Šƒ–—•‡•ƒ†˜ƒ…‡†
ƒ–Š‡ƒ–‹…ƒŽƒŽ‰‘”‹–Š•‘”Ž‘‰‹…–‘’‡”ˆ‘”‘’–‹‹œƒ–‹‘‘”
•‹—Žƒ–‹‘‘ˆ‹‹–‡…ƒ’ƒ…‹–›•…Š‡†—Ž‹‰ǡ•‘—”…‹‰ǡ…ƒ’‹–ƒŽ
’Žƒ‹‰ǡ”‡•‘—”…‡’Žƒ‹‰ǡˆ‘”‡…ƒ•–‹‰ǡ†‡ƒ†ƒƒ‰‡‡–ǡ
ƒ†‘–Š‡”•Ǥ

Š‡‡›—•‡‘ˆ‹•–‘Š‡Ž’ƒ‡•‘—”…‹‰ƒ†–‹‹‰†‡…‹•‹‘•™Š‡
—Ž–‹’Ž‡ˆƒ…‹Ž‹–‹‡•ƒ”‡ƒ˜ƒ‹Žƒ„Ž‡–‘’”‘˜‹†‡–Š‡•—’’Ž›”‡“—‹”‡†–‘‡‡–

© 2016 APICS 1-275 Version 4.0, 2016 Edition

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Module 1: Supply Chain Design

†‡ƒ†Ǥ•šŠ‹„‹–ͳǦͷͳ‹ŽŽ—•–”ƒ–‡•ǡ‹•ƒ‹–‡”‡†‹ƒ”›–‘
•›•–‡•–Šƒ–ˆ‡‡†‹–Ǥ

Exhibit 1-51: Advanced Planning and Scheduling Systems

Component
Distributors’ ERP
Manufacturers’ ERP

APS System
ERP ERP
ERP ERP

ERP Headquarters

ERP Plant 1 ERP Plant 2



ƒ’’Ž‹…ƒ–‹‘•—•‡ƒƒŽ›–‹…ƒŽ–‘‘Ž••—…Šƒ•‘†‡Ž‹‰ǡ‘’–‹‹œ‹‰
–‡…Š‹“—‡•ǡƒ†•‹—Žƒ–‹‘•Ǥ—•—ƒŽŽ›‹…Ž—†‡•—•‡”Ǧˆ”‹‡†Ž›
’Žƒ‹‰–‘‘Ž••—…Šƒ•‹–‡”ƒ…–‹˜‡•…‘”‡…ƒ”†•ƒ††”ƒ‰Ǧƒ†Ǧ†”‘’
ˆ—…–‹‘ƒŽ‹–›‹‹–•‹–‡”ˆƒ…‡•ǤŠ‡•‡ƒ†˜ƒ…‡†–‘‘Ž•Š‡Ž’’Žƒƒ––Š‡
•–”ƒ–‡‰‹…ǡ–ƒ…–‹…ƒŽǡƒ†‘’‡”ƒ–‹‘ƒŽŽ‡˜‡Ž•ǤŠ‡•–”ƒ–‡‰‹…Ž‡˜‡Ž‹•™Š‡”‡
Š‹‰ŠǦŽ‡˜‡Ž†‡…‹•‹‘•ƒ†•›•–‡†‡•‹‰‘……—”•ǤŠ‡–ƒ…–‹…ƒŽŽ‡˜‡Ž‹•
™Š‡”‡•–”ƒ–‡‰›‹•”‡ˆ‹‡†‹–‘†‹•…”‡–‡’Žƒ•ƒ†‘’–‹‹œƒ–‹‘‘……—”•Ǥ
Š‡‘’‡”ƒ–‹‘ƒŽŽ‡˜‡Ž‹•™Š‡”‡’Žƒ•ƒ”‡”‡ˆ‹‡††‘™–‘–Š‡‘•–
‰”ƒ—Žƒ”Ž‡˜‡Žƒ†–Š‡‡š‡…—–‡†Ǥ‘™‡˜‡”ǡ™Š‹Ž‡•—’’‘”–•
’Žƒ‹‰ƒ–‡ƒ…Š‘ˆ–Š‡•‡Ž‡˜‡Ž•ǡ‹–†‘‡•‘–‡š‡…—–‡–”ƒ•ƒ…–‹‘•‹–•‡ŽˆǤ

––Š‡•–”ƒ–‡‰‹…Ž‡˜‡Žǡ•›•–‡•ƒ›’‡”ˆ‘”Ž‘‰‹•–‹…••—’’Ž›…Šƒ‹
‡–™‘”†‡•‹‰Ǥ ‘”ƒƒ—ˆƒ…–—”‹‰…‘’ƒ›ǡ–Š‹•™‘—Ž†‹…Ž—†‡
†‡–‡”‹‹‰–Š‡Ž‘…ƒ–‹‘‘ˆˆƒ…–‘”‹‡•ǡ™ƒ”‡Š‘—•‡•ǡƒ††‹•–”‹„—–‹‘
…‡–‡”•ǡ‹…Ž—†‹‰™Š‹…Šƒ•’‡…–•‘ˆ–Š‡•—’’Ž›…Šƒ‹™‹ŽŽ„‡‘™‡†ƒ†
™Š‹…Š™‹ŽŽ„‡…‘–”ƒ…–‡†ˆ”‘ƒ–Š‹”†’ƒ”–›Ǥ––Š‡–ƒ…–‹…ƒŽŽ‡˜‡Žǡ
Š‡Ž’•‘’–‹‹œ‡’”‘†—…–‹‘ǡ†‹•–”‹„—–‹‘ǡƒ†‹˜‡–‘”›ƒ…”‘••–Š‡
•—’’Ž›…Šƒ‹Ǥ––Š‡‘’‡”ƒ–‹‘ƒŽ’Žƒ‹‰Ž‡˜‡Žǡ…”‡ƒ–‡•†‡ƒ†
ˆ‘”‡…ƒ•–•ǡ†‡ƒ†’Žƒ•ǡ‹˜‡–‘”›’Žƒ•ǡ–”ƒ•’‘”–ƒ–‹‘’Žƒ•ǡƒ†
‘’–‹‹œ‡††ƒ‹Ž›’”‘†—…–‹‘•…Š‡†—Ž‡•Ǥ ‘”‡šƒ’Ž‡ǡƒ––Š‹•Ž‡˜‡Ž‹–ƒ›
‹…Ž—†‡ˆ‹‹–‡•…Š‡†—Ž‹‰•‘ˆ–™ƒ”‡ǡ™Š‹…Š•‡†•‘’–‹‹œ‡†™‘”‘”†‡”
Ž‘ƒ†•–‘ƒ—ˆƒ…–—”‹‰‡“—‹’‡–Ǥ

© 2016 APICS 1-276 Version 4.0, 2016 Edition

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 Section B: Design the Supply Chain

šŠ‹„‹–ͳǦͷʹ•Š‘™•Š‘™•›•–‡•Šƒ˜‡ˆ‘—”‘†—Ž‡•–Šƒ––ƒ‡†ƒ–ƒ
ˆ”‘–Š‡•›•–‡•ǡ’”‘˜‹†‡’Žƒ‹‰ƒ†‘’–‹‹œƒ–‹‘ǡƒ†–Š‡
’”‘˜‹†‡–Š‡”‡•—Ž–•„ƒ…–‘‡ƒ…Š•›•–‡ǯ•ƒ•–‡”’”‘†—…–‹‘
•…Š‡†—Ž‡Ǥ

Exhibit 1-52: Advanced Planning and Scheduling System Modules

Demand
ERP Management
ERP

Resource Resource
Allocation APS Management

Requirements
Optimization



Š‡ˆ‘—”‘†—Ž‡•…‘’”‹•‹‰ƒ”‡†‡•…”‹„‡†ƒ•ˆ‘ŽŽ‘™•ǣ

i Demand management.Š‹•‘†—Ž‡–ƒ‡•†ƒ–ƒ‘ƒ…–—ƒŽ‘”†‡”•ǡ
‘”†‡”Š‹•–‘”›ǡ…—•–‘‡”†ƒ–ƒǡ•‡ƒ•‘ƒŽ‹–›ǡƒ†•…Š‡†—Ž‡†ƒ”‡–‹‰
‡˜‡–•ƒ†’‡”ˆ‘”•‘”‰ƒ‹œƒ–‹‘ƒŽ‘”‡š–‡†‡†•—’’Ž›…Šƒ‹
ˆ‘”‡…ƒ•–‹‰ˆ‘”’”‘†—…–‹‘ƒ†–”ƒ•’‘”–ƒ–‹‘Ǥ

i Resource management.Š‹•‘†—Ž‡…‘‘”†‹ƒ–‡•–Š‡…ƒ’ƒ…‹–‹‡•
ƒ†…‘•–”ƒ‹–•‘ˆ”‡•‘—”…‡•ƒ…”‘••–Š‡•—’’Ž›…Šƒ‹Ǥ’—–•
‹…Ž—†‡’Žƒ‹‰‘„Œ‡…–‹˜‡•ǡ†‡ƒ†ƒƒ‰‡‡–‘—–’—–ǡ•›•–‡
…‘•–”ƒ‹–•ǡ…—•–‘‡”†ƒ–ƒ•—…Šƒ•Ž‘…ƒ–‹‘ǡƒ†…‘•–•ǡ†‡•…”‹’–‹‘•ǡ
ƒ†’Š›•‹…ƒŽ…Šƒ”ƒ…–‡”‹•–‹…•‘ˆ’”‘†—…–•ƒ†”‡•‘—”…‡•Ǥ

i Requirements optimization.Š‹•‘†—Ž‡ƒƒŽ›œ‡•†‡ƒ†ƒ†
”‡•‘—”…‡ƒƒ‰‡‡–”‡•—Ž–•ƒ†‰‡‡”ƒ–‡•ƒ†‡˜ƒŽ—ƒ–‡•
—Ž–‹’Ž‡’Žƒ‹‰‘’–‹‘•Ǥ–…‘•‹†‡”•…—•–‘‡”•‡”˜‹…‡ƒ†…‘•–ǡ
”‡…‘‡†‹‰–Š‡‘’–‹—•›•–‡™‹†‡•‘Ž—–‹‘ˆ‘”
’”‘…—”‡‡–ǡƒ—ˆƒ…–—”‹‰ǡ–”ƒ•’‘”–ƒ–‹‘ǡƒ†•–‘”ƒ‰‡Ǥ–ƒŽ•‘
ƒŽŽ‘™•’Žƒ‡”•–‘•‹—Žƒ–‡–Š‡‡ˆˆ‡…–‘ˆ…Šƒ‰‡•‹†‡ƒ†ǡ
…ƒ’ƒ…‹–›ǡ‡–…Ǥ


© 2016 APICS 1-277 Version 4.0, 2016 Edition

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Module 1: Supply Chain Design

i Resource allocation.…‡’Žƒ‡”•”‡˜‹‡™ƒ†”‡Ž‡ƒ•‡–Š‡
‘’–‹‹œ‡†”‡“—‹”‡‡–•ǡ–Š‹•‘†—Ž‡•‡†•”‡“—‹”‡‡–•–‘‡ƒ…Š
•›•–‡ǯ•ƒ•–‡”’”‘†—…–‹‘•…Š‡†—Ž‡Ǥ–ƒŽ•‘’”‘˜‹†‡•
•ƒŽ‡•Ȁ…—•–‘‡”•‡”˜‹…‡†‡…‹•‹‘•—’’‘”–ǡ•—…Šƒ•ǣ

i Available-to-promise (ATP). ‹•‹„‹Ž‹–›‘ˆ—…‘‹––‡†ˆ‹‹•Š‡†

‰‘‘†•‹˜‡–‘”›’Ž—•™‘”Ǧ‹Ǧ’”‘…‡••‹˜‡–‘”›•‘•ƒŽ‡•
…Šƒ‡Ž•…ƒ“—‘–‡ƒ”‡Ž‹ƒ„Ž‡†‡Ž‹˜‡”›†ƒ–‡ǤŠ‡APICS
DictionaryǡͳͶ–Š‡†‹–‹‘ǡˆ—”–Š‡”‡š’Žƒ‹•ATPƒ•

–Š‡—…‘‹––‡†’‘”–‹‘‘ˆƒ…‘’ƒ›ǯ•‹˜‡–‘”›ƒ†
’Žƒ‡†’”‘†—…–‹‘ƒ‹–ƒ‹‡†‹–Š‡ƒ•–‡”•…Š‡†—Ž‡–‘
•—’’‘”–…—•–‘‡”Ǧ‘”†‡”’”‘‹•‹‰ǤŠ‡“—ƒ–‹–›‹•
–Š‡—…‘‹––‡†‹˜‡–‘”›„ƒŽƒ…‡‹–Š‡ˆ‹”•–’‡”‹‘†ƒ†
‹•‘”ƒŽŽ›…ƒŽ…—Žƒ–‡†ˆ‘”‡ƒ…Š’‡”‹‘†‹™Š‹…Šƒ
”‡…‡‹’–‹••…Š‡†—Ž‡†Ǥ

i Capable-to-promise (CTP).ˆ•—’’Ž›…Šƒ‹•ƒ”‡ˆ—ŽŽ›Ž‹‡†ǡ–Š‡

ƒ˜ƒ‹Žƒ„‹Ž‹–›‘ˆƒ–‡”‹ƒŽ•ˆ‘”’”‘†—…–‹‘…ƒ„‡ƒ††‡†–‘
†ƒ–ƒ–‘“—‘–‡ƒ”‡Ž‹ƒ„Ž‡†‡Ž‹˜‡”›†ƒ–‡ǤŠ‡APICS Dictionaryǡ
ͳͶ–Š‡†‹–‹‘ǡ†‡ˆ‹‡•CTPƒ•–Š‡

’”‘…‡••‘ˆ…‘‹––‹‰‘”†‡”•ƒ‰ƒ‹•–ƒ˜ƒ‹Žƒ„Ž‡…ƒ’ƒ…‹–›ƒ•
™‡ŽŽƒ•‹˜‡–‘”›ǤŠ‹•’”‘…‡••ƒ›‹˜‘Ž˜‡—Ž–‹’Ž‡
ƒ—ˆƒ…–—”‹‰‘”†‹•–”‹„—–‹‘•‹–‡•Ǥƒ’ƒ„Ž‡Ǧ–‘Ǧ’”‘‹•‡‹•
—•‡†–‘†‡–‡”‹‡™Š‡ƒ‡™‘”—•…Š‡†—Ž‡†…—•–‘‡”
‘”†‡”…ƒ„‡†‡Ž‹˜‡”‡†Ǥ

i Profitable-to-promise (PTP).Š‹•…‘„‹‡•™‹–Šƒ
’”‘ˆ‹–ƒ„‹Ž‹–›ƒƒŽ›•‹•–‘†‡–‡”‹‡Š‘™’”‘ˆ‹–ƒ„Ž‡ƒ’ƒ”–‹…—Žƒ”
‘”†‡”™‘—Ž†„‡ƒˆ–‡”ƒŽŽ…‘•–•ƒ”‡…‘•‹†‡”‡†Ǥ

Š‡‘’–‹‹œ‡†•—’’Ž›…Šƒ‹ƒ•–‡”’Žƒˆ‡‡†•ƒ†‡–ƒ‹Ž‡†•‡“—‡…‡‘ˆ
‡˜‡–•–‘–Š‡–”ƒ•ƒ…–‹‘ƒŽ•›•–‡•Ǥ–‡•—”‡•–Š‡ƒ˜ƒ‹Žƒ„‹Ž‹–›‘ˆ
ƒ–‡”‹ƒŽ•ƒ†…ƒ’ƒ…‹–›ƒ†•›…Š”‘‹œ‡•–Š‡‹”ˆŽ‘™—•‹‰•…Š‡†—Ž‹‰Ǥ
‡‡†„ƒ…ˆ”‘–Š‡•‡’Žƒ•Š‡Ž’•…‘–‹—‘—•Ž›‹’”‘˜‡•—’’Ž›…Šƒ‹
’Žƒ‹‰Ǥ

Benefits of APS •›•–‡•”‡‘˜‡’”‡••—”‡ˆ”‘„‘––Ž‡‡…•‹•›•–‡•ƒ•–Š‡›
‘……—”‘”‹•‹—Žƒ–‹‘•Ǥƒ—Ž–‹Ǧ’Žƒ–‡˜‹”‘‡–ǡ™Š‡–Š‡•ƒ‡
‹–‡…ƒ„‡ƒ—ˆƒ…–—”‡†ƒ–†‹ˆˆ‡”‡–ˆƒ…‹Ž‹–‹‡•ǡ‘’–‹‹œ‡•ƒ†
ƒ……‡Ž‡”ƒ–‡•–Š‡—•‡‘ˆƒ˜ƒ‹Žƒ„Ž‡ƒ–‡”‹ƒŽ•ǡŽƒ„‘”ǡƒ†’Žƒ–…ƒ’ƒ…‹–›Ǥ–
–Š‡•ƒ‡–‹‡ǡ‹–•ƒ–‹•ˆ‹‡•„—•‹‡••‘„Œ‡…–‹˜‡•–‘…”‡ƒ–‡•…Š‡†—Ž‡•ˆ‘”
™Šƒ–•Š‘—Ž†„‡’”‘†—…‡†ǡ™Š‡ƒ†™Š‡”‡’”‘†—…–‹‘•Š‘—Ž†‘……—”ǡ
ƒ†–Š‡•‡“—‡…‡‘ˆ‡˜‡–•–Šƒ–•Š‘—Ž†‘……—”Ǥ…”‡ƒ–‡•Š‘Ž‹•–‹…

© 2016 APICS 1-278 Version 4.0, 2016 Edition

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 Section B: Design the Supply Chain

•—’’Ž›…Šƒ‹’Žƒ•–Šƒ–‹…‘”’‘”ƒ–‡Ž‘‰Ǧ”ƒ‰‡ƒ‰‰”‡‰ƒ–‡’Žƒ‹‰ƒ†
•Š‘”–Ǧ–‡”†‡–ƒ‹Ž‡†•…Š‡†—Ž‹‰Ǥ

ƒŽ•‘ƒ‡•–”ƒ†‡‘ˆˆ•„‡–™‡‡…‘ˆŽ‹…–‹‰‘„Œ‡…–‹˜‡•ƒ•†‡–‡”‹‡†
„›–Š‡•–”ƒ–‡‰‹…’”‹‘”‹–‹‡•‘ˆ–Š‡ˆ‹”Ǥ‡•—…Š–”ƒ†‡‘ˆˆ‹•’‡”ˆ‘”‹‰
ƒ••…—•–‘‹œƒ–‹‘™Š‹Ž‡‡‡’‹‰…‘•–•†‘™Ǥ

Š‡…‘„‹ƒ–‹‘‘ˆ•‡˜‡”ƒŽ•›•–‡•™‹–Šƒ•›•–‡ƒ‡•
–Š‡‘•–‘ˆ…—””‡–‹˜‡•–‡–•™Š‹Ž‡‘’‡‹‰—’ƒ‡™•–ƒ‰‡‘ˆ
•—’’Ž›…Šƒ‹†‡˜‡Ž‘’‡–ˆ‘”–Š‡ˆ‹”ǤŠ‡•›•–‡†‡”‹˜‡•ƒ
‘’–‹ƒŽ•‘Ž—–‹‘ˆ‘”–Š‡•—’’Ž›…Šƒ‹‡–™‘”ƒ†’”‘˜‹†‡•‡ƒ…Š
•›•–‡™‹–Š’”‘†—…–‹‘”‡“—‹”‡‡–•ƒ†‘’–‹ƒŽ•–ƒ”–†ƒ–‡•ˆ‘”
’”‘†—…–‹‘”—•ƒ†Ž‡ƒ˜‡•–Š‡•›•–‡–‘™‘”‘—––Š‡†‡–ƒ‹Ž•‘ˆ
Š‘™‹–™‹ŽŽ‡‡––Š‹•Š‹‰ŠǦŽ‡˜‡Ž’ŽƒǤ‘–‡–Šƒ––Š‡„‡‡ˆ‹–•‘ˆ
•›•–‡•…ƒ‘Ž›„‡ƒ…Š‹‡˜‡†‹ˆ‹’—–†ƒ–ƒƒ”‡…‘’Ž‡–‡ƒ†ƒ……—”ƒ–‡Ǥ

Supply chain Š‡APICS DictionaryǡͳͶ–Š‡†‹–‹‘ǡ†‡ˆ‹‡•supply chain event
event management (SCEM)ƒ•ˆ‘ŽŽ‘™•ǣ
management 
–‡”ƒ••‘…‹ƒ–‡†™‹–Š•—’’Ž›…Šƒ‹ƒƒ‰‡‡–•‘ˆ–™ƒ”‡
(SCEM) ƒ’’Ž‹…ƒ–‹‘•ǡ™Š‡”‡—•‡”•Šƒ˜‡–Š‡ƒ„‹Ž‹–›–‘ˆŽƒ‰–Š‡‘……—””‡…‡‘ˆ
…‡”–ƒ‹•—’’Ž›…Šƒ‹‡˜‡–•–‘–”‹‰‰‡”•‘‡ˆ‘”‘ˆƒŽ‡”–‘”ƒ…–‹‘
™‹–Š‹ƒ‘–Š‡”•—’’Ž›…Šƒ‹ƒ’’Ž‹…ƒ–‹‘Ǥ–…ƒ„‡†‡’Ž‘›‡†–‘
‘‹–‘”•—’’Ž›…Šƒ‹„—•‹‡••’”‘…‡••‡••—…Šƒ•’Žƒ‹‰ǡ
–”ƒ•’‘”–ƒ–‹‘ǡŽ‘‰‹•–‹…•ǡ‘”’”‘…—”‡‡–Ǥ…ƒƒŽ•‘„‡
ƒ’’Ž‹‡†–‘•—’’Ž›…Šƒ‹„—•‹‡••‹–‡ŽŽ‹‰‡…‡ƒ’’Ž‹…ƒ–‹‘•–‘ƒŽ‡”–
—•‡”•–‘ƒ›—’Žƒ‡†‘”—‡š’‡…–‡†‡˜‡–Ǥ

—…ŠƒŽ‡”–•ƒ”‡…ƒŽŽ‡†‡š…‡’–‹‘”‡’‘”–‹‰Ǥ

•‘ˆ–™ƒ”‡•‹—Žƒ–‡•ǡ…‘–”‘Ž•ǡƒ†”‡•’‘†•–‘—’Žƒ‡†‡˜‡–•
ƒ†‡š…‡’–‹‘•–‘’Žƒ‡†‡˜‡–•Ǥ–—•‡••—’’Ž›…Šƒ‹˜‹•‹„‹Ž‹–›–‘Ž‹
–Š‡‡š–‡†‡†•—’’Ž›…Šƒ‹ƒ†–”ƒ…‹˜‡–‘”›‘˜‡‡–Ǥ–…ƒŠ‡Ž’
”‡†—…‡‘”‡Ž‹‹ƒ–‡…—•–‘‡”•‡”˜‹…‡‡””‘”••—…Šƒ•Žƒ–‡†‡Ž‹˜‡”‹‡•‘”
‹…‘’Ž‡–‡‘”†‡”•„›‹’—––‹‰†ƒ–ƒ‹–‘’‡”ˆ‘”ƒ…‡ƒƒ‰‡‡–
•›•–‡••‘–Šƒ––Š‡”‘‘–…ƒ—•‡•‘ˆ–Š‡‡””‘”•…ƒ„‡•‡‡ƒ†
…‘””‡…–‡†Ǥ‘–Š‡”™‘”†•ǡ‹–•Š‘™•™Š›ƒ’”‘„Ž‡‘……—””‡†Ǥ

ƒŽ•‘ƒŽŽ‘™•—•‡”•–‘•‡–’ƒ”ƒ‡–‡”•„ƒ•‡†‘„—•‹‡••”—Ž‡•–Šƒ–
–”‹‰‰‡”‘–‹ˆ‹…ƒ–‹‘–‘–Š‡ƒ’’”‘’”‹ƒ–‡’ƒ”–‹‡•™Š‡‡˜‡–•‹–Š‡
•›•–‡‘……—”‘”™Š‡‡š…‡’–‹‘•–‘–Š‘•‡‡˜‡–•‘……—”Ǥƒƒ‰‡”••‡–
™‘”ˆŽ‘™Ǧ‡ƒ„Ž‡†„—•‹‡••”—Ž‡•ƒ†…ƒ•’‡†–Š‡‹”–‹‡‘
‡š…‡’–‹‘•‹•–‡ƒ†‘ˆ•‹ˆ–‹‰–Š”‘—‰Š‡˜‡–•Ǥ‡…‹•‹‘ƒ‡”•—•‹‰
ƒ”‡ƒ„Ž‡–‘“—‹…Ž›†‡˜‡Ž‘’ƒ†’‘••‹„Ž›‡˜‡ƒ—–‘ƒ–‹…ƒŽŽ›

© 2016 APICS 1-279 Version 4.0, 2016 Edition

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Module 1: Supply Chain Design

‹’Ž‡‡–ƒŽ–‡”ƒ–‡’Žƒ•ǤŠ‡”‡ˆ‘”‡ǡŠ‡Ž’•‹–‹‰ƒ–‡„—•‹‡••
”‹•ǡƒ‡•’”‘…‡••‡•‘”‡Šƒ”‘‹‘—•ǡƒ†‡ƒ„Ž‡•…‘ŽŽƒ„‘”ƒ–‹‘Ǥ
•‡‘ˆ™‹ŽŽŠ‡Ž’ƒ•—’’Ž›…Šƒ‹”‡ƒ…Š–Š‡Š‹‰Š‡•–•–ƒ‰‡‘ˆ
†‡˜‡Ž‘’‡–„›‡ƒ„Ž‹‰‹–‡”ƒ…–‹‘•„‡–™‡‡–Š‡‹”ˆ—…–‹‘ƒŽ
•›•–‡••—…Šƒ•ǡƒ†˜ƒ…‡†‘’–‹‹œƒ–‹‘–‘‘Ž•ǡƒ†–”ƒ†‹‰
‡š…Šƒ‰‡•Ǥ

…ƒƒŽ•‘–”‹‰‰‡”†‘™•–”‡ƒƒ…–‹˜‹–›Ǥ ‘”‡šƒ’Ž‡ǡ™Š‡ƒ
•—”‰‡‘™”‹–‡•ƒ‘”†‡”ȋ’”‡•…”‹’–‹‘Ȍƒ—–Š‘”‹œ‹‰ƒ•’‡…‹ˆ‹…
’”‘…‡†—”‡ǡ–Š‹•‡˜‡–ƒ›–”‹‰‰‡”ƒ—„‡”‘ˆƒ…–‹˜‹–‹‡•ƒ––Š‡Š‘•’‹–ƒŽǡ
•—…Šƒ•ƒŽŽ‘…ƒ–‹‘‘ˆ—”•‹‰”‡•‘—”…‡•ǡ‘’‡”ƒ–‹‰ƒ†”‡…‘˜‡”›”‘‘
•’ƒ…‡ǡ’Šƒ”ƒ…›‡‡†•ǡƒ†‡ƒŽ•Ǥ

Active visibility ’”‘˜‹†‡•ƒ…–‹˜‡˜‹•‹„‹Ž‹–›ǡ‡ƒ‹‰‹–…ƒ’‡”ˆ‘”–Š‡ˆ‘ŽŽ‘™‹‰
ˆ—…–‹‘•ǣ

i Monitor‡˜‡–••—…Šƒ•†‡ƒ†ǡ•Š‹’‡–•ǡ‘”†‡”•ǡ’”‘†—…–‹‘ǡ
ˆ—Žˆ‹ŽŽ‡–ǡƒ†‹˜‡–‘”›ƒ††‹•–”‹„—–‡–Š‡‹ˆ‘”ƒ–‹‘
–Š”‘—‰Š‘—––Š‡•—’’Ž›…Šƒ‹Ǥ

i Measure‡˜‡–•ƒ‰ƒ‹•–‡›’‡”ˆ‘”ƒ…‡‹†‹…ƒ–‘”•–‘‹’”‘˜‡
ˆ‘”‡…ƒ•–•ƒ††‡…‹•‹‘ƒ‹‰Ǥ

i Notify†‡…‹•‹‘ƒ‡”•™Š‡‡š…‡’–‹‘•‘……—”ǡ•—…Šƒ•ƒ•Š‘”–ƒ‰‡ǡ
•‘–Š‡›…ƒƒ‡ƒŽ–‡”ƒ–‡’Žƒ•‹–‹‡–‘ƒ˜‘‹†…‘•–Ž›
…‘•‡“—‡…‡•Ǥ

i Simulate”‡ƒŽ‘”’”‘Œ‡…–‡†‡š…‡’–‹‘•–‘‰ƒ—‰‡–Š‡‹”‹’ƒ…–ƒ†
”‡…‘‡†•‘Ž—–‹‘•Ǥ

i ‡Ž’control‡˜‡–•„›’”‘˜‹†‹‰–‹‡Ž›ƒ†•‹’Ž‡‡–Š‘†•ˆ‘”
”‡˜‡”•‹‰’”‡˜‹‘—••›•–‡…Š‘‹…‡•™Š‡ƒ‡š…‡’–‹‘‹†‹…ƒ–‡•ƒ
…Šƒ‰‡…‘—Ž†’”‡˜‡–ƒ’”‘„Ž‡‘”„‡Ž‡••…‘•–Ž›ȋ‡Ǥ‰Ǥǡ•Š‹’ˆ”‘ƒ
ƒŽ–‡”ƒ–‡•‘—”…‡ȌǤ

…–‹˜‡˜‹•‹„‹Ž‹–›‹‡ƒ•’”‘˜‹†‹‰”‡ƒŽǦ–‹‡†ƒ–ƒ–‘‹–‡”ƒŽ
—•‡”•ƒ†‡š–‡”ƒŽ•—’’Ž›…Šƒ‹‡„‡”•„›…ƒ’–—”‹‰†ƒ–ƒˆ”‘‡ƒ…Š
•—’’Ž›…Šƒ‹’ƒ”–‡”ƒ††›ƒ‹…ƒŽŽ›—’†ƒ–‹‰†‹•–”‹„—–‡††ƒ–ƒ„ƒ•‡•
ƒ…”‘••–Š‡‡š–‡†‡†•—’’Ž›…Šƒ‹Ǥ‹–Š˜‹•‹„‹Ž‹–›ǡ…—•–‘‡”•
—•‹‰–Š‡…‘’ƒ›ǯ•™‡„•‹–‡…ƒ•‡‡†›ƒ‹…‘”†‡”•–ƒ–—•‘”‰‡––Š‡
•ƒ‡‹ˆ‘”ƒ–‹‘ˆ”‘ƒ‡Ǧƒ‹Žǡ…ƒŽŽ…‡–‡”ǡ‘”•ƒŽ‡•’‡”•‘ǤŠ‡•‡
•›•–‡•—•—ƒŽŽ›•ƒ˜‡–Š‡…‘’ƒ›‘‡›‹…—•–‘‡”•‡”˜‹…‡„‡…ƒ—•‡
ƒ‡Ǧƒ‹Ž–‘…—•–‘‡”•ƒ‡•–Š‡Ž‡••Ž‹‡Ž›–‘…ƒŽŽƒ„‘—––Š‡‹”‘”†‡”
•–ƒ–—•ǡ•ƒ˜‹‰…ƒŽŽ…‡–‡”•ˆ‘”‘”‡…‘’Ž‡š‹••—‡•Ǥ


© 2016 APICS 1-280 Version 4.0, 2016 Edition

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 Section B: Design the Supply Chain

‘”ƒƒ‰‡”•ǡ–Š‡•›•–‡ƒ›‹…Ž—†‡‰Ž‘„ƒŽ–”ƒ…ƒ†–”ƒ…‡ˆ—…–‹‘•
ƒ†ƒ›’”‘˜‹†‡†ƒ–ƒ‘–‘Ž›‘’‹…‹‰ǡ’ƒ…‹‰ǡ•Š‹’’‹‰ǡ–”ƒ•‹–ǡ
ƒ††‡Ž‹˜‡”›•–ƒ–—•„—–ƒŽ•‘“—ƒŽ‹–›”‡’‘”–‹‰ƒ†’‡”ˆ‘”ƒ…‡†ƒ–ƒǤ
•–‡ƒ†‘ˆƒ‹‰…ƒŽŽ•–‘ˆ‹†–Š‡•–ƒ–—•‘ˆƒ‹…‘‹‰‘”†‡”ǡ
ƒƒ‰‡”••‹’Ž›…Š‡…–Š‡•›•–‡ǡƒ–ƒ—…ŠŽ‘™‡”…‘•–’‡”
–”ƒ•ƒ…–‹‘Ǥ…–‹˜‡˜‹•‹„‹Ž‹–›ƒŽ•‘ƒ›„‡‡ˆ‹–‘–Š‡”•›•–‡•ǡ•—…Šƒ•
‘”ǡˆ‘”‡šƒ’Ž‡ǡ™Š‡‘’–‹‹œ‹‰‘”ƒ‹‰“—‘–‡•Ǥ

‹•‹„‹Ž‹–›’”‘˜‹†‡•–Š‡ƒ„‹Ž‹–›–‘‡ƒ•—”‡ƒ†”‡’‘”–‘•—’’Ž›
…Šƒ‡Ž’‡”ˆ‘”ƒ…‡ǡ‹…Ž—†‹‰‹ˆ‘”ƒ–‹‘‘…—•–‘‡”†‡ƒ†
’ƒ––‡”•ǡ•Š‹’‡–•ǡ‘”†‡”Ž‘…ƒ–‹‘ƒ†Ž‡ƒ†–‹‡ǡƒ†‹˜‡–‘”›Ž‡˜‡Ž•
„›Ž‘…ƒ–‹‘Ǥ…‘ŽŽ‡…–•‹ˆ‘”ƒ–‹‘ˆ”‘‡š–‡”ƒŽ•‘—”…‡•–‘ƒ††–‘
–Š‡„—•‹‡••‹–‡ŽŽ‹‰‡…‡Ǥ

‘”†‡ƒ†ƒƒ‰‡‡–ǡ’”‘˜‹†‡•–Š‡ƒ„‹Ž‹–›–‘ƒƒ‰‡•—’’Ž‹‡”
•–‘…‘—–•‘”†‡Žƒ›•Ǥ–Š‡Ž’•„—›‡”•ƒ†•‡ŽŽ‡”•’Žƒˆ‘”•‡ƒ•‘ƒŽ‹–›ƒ†
’”‘‘–‹‘•ƒ†“—‹…Ž›—’†ƒ–‡†‡ƒ†ˆ‘”‡…ƒ•–•™‹–Š–Š‡Žƒ–‡•–
‹ˆ‘”ƒ–‹‘Ǥ

‘”•—’’Ž›’Žƒ‹‰ƒƒ‰‡‡–ǡ•—’’‘”–•†›ƒ‹…‹˜‡–‘”›
ƒŽŽ‘…ƒ–‹‘ƒ†’‘•–’‘‡‡–Ǥ‘—”…‹‰…ƒ„‡•‘”–‡†‹–‘—Ž–‹’Ž‡–‹‡”•
ˆ‘”˜ƒ”‹‘—•Ž‡˜‡Ž•‘ˆ•’‡‡†˜‡”•—•’”‹…‡Ǥ
Ž‘„ƒŽ•—’’Ž‹‡”•Š‹’‡–•…ƒ
„‡”‡†‹”‡…–‡†ƒ––Š‡’‘”–‘ˆ‡–”›”ƒ–Š‡”–Šƒ•‘”–‡†ƒ–ƒ…‡–”ƒŽǤ

SCEM benefits „‡‡ˆ‹–•‹…Ž—†‡–Š‡ˆ‘ŽŽ‘™‹‰ǣ
i ƒ•–‡””‡•’‘•‡–‹‡•–‘…Šƒ‰‡•‹•—’’Ž›ƒ†Ȁ‘”†‡ƒ†
i „‹Ž‹–›–‘”‡…‡‹˜‡‡š…‡’–‹‘‘–‹ˆ‹…ƒ–‹‘•‘’‘”–ƒ„Ž‡†‡˜‹…‡•
i ƒ”Ž‹‡”ƒ”‡–‹‰ƒ†•ƒŽ‡•†‡ƒ†”‡ƒ…–‹‘ȋŽ‡••™ƒ‹–‹‰ˆ‘”
•›•–‡•ƒƒŽ›•–•Ȍ
i ’”‘˜‡†‘”†‡”ƒ……—”ƒ…›ǡ–”ƒ…‹‰ǡƒ†…›…Ž‡–‹‡
i ‡••ƒƒ‰‡‡––‹‡†‡˜‘–‡†–‘•Š‹’’‹‰ƒ†”‡…‡‹˜‹‰
i ‡†—…‡†‹˜‡–‘”‹‡•ƒ†•ƒˆ‡–›•–‘…•ƒ…”‘••–Š‡•—’’Ž›…Šƒ‹
i
”‡ƒ–‡”Žƒ„‘”‡ˆˆ‹…‹‡…›ƒ†’”‘†—…–‹˜‹–›
i ‡––‡”ˆ‘”‡…ƒ•–‹‰ƒ†„—•‹‡••’Žƒ‹‰ˆ‘”ƒˆŽ‡š‹„Ž‡”‡•’‘•‡–‘
†‡ƒ†
i ‡†—…‡†–‘–ƒŽ•—’’Ž›…Šƒ‹…‘•–•
i ”‹…Š‡†…‘ŽŽƒ„‘”ƒ–‹‘„›ƒŽŽ‘™‹‰‹––‘‘……—”‹ƒ†‡…‡–”ƒŽ‹œ‡†
™ƒ›
i …”‡ƒ•‡†…—•–‘‡””‡•’‘•‹˜‡‡••ƒ††‡…”‡ƒ•‡†’”‘†—…–”‡–—”•
i ’”‘˜‡†”‡ƒŽǦ–‹‡…‘—‹…ƒ–‹‘•™‹–Šƒ†Š‘…’ƒ”–‡”•

Use of SCEM in ‘‡‘Ž‹‡–”ƒ†‹‰‡š…Šƒ‰‡•’”‘˜‹†‡…ƒ’ƒ„‹Ž‹–‹‡•ƒ•ƒƒǤ
trading exchanges Š‡›…‘‘”†‹ƒ–‡’”‘…—”‡‡–‘”•ƒŽ‡•ƒ…–‹˜‹–‹‡•ƒ†ƒƒ‰‡

© 2016 APICS 1-281 Version 4.0, 2016 Edition

All rights reserved Printed on 100% post-consumer waste recycled paper.
Module 1: Supply Chain Design

†‘…—‡–ƒ–‹‘ƒ†‹ˆ‘”ƒ–‹‘†‹•–”‹„—–‹‘‡‡†•Ǥ–Š‡„—›•‹†‡ǡ
‡š…‡’–‹‘ƒŽ‡”–•…ƒ‘–‹ˆ›ƒ’’”‘’”‹ƒ–‡’‡”•‘‡Ž‘ˆƒ‡‡†–‘„—›ƒ
–›’‡‘ˆ‰‘‘†ǡ‘”–Š‡•›•–‡…ƒ„‡•‡–—’–‘ƒ—–‘ƒ–‹…ƒŽŽ›„‹†ˆ‘”‹–‡•
„ƒ•‡†‘…‘•–”ƒ‹–••—…Šƒ•…‘•–ƒ†•—’’Ž‹‡””ƒ–‹‰Ǥ–Š‡•‡ŽŽ•‹†‡ǡ
•Š‘”–ƒ‰‡•‹•—’’Ž›…ƒ†›ƒ‹…ƒŽŽ›‹ˆŽ—‡…‡–”ƒ†‡‡š…Šƒ‰‡†‡ƒ†ǡ
•—…Šƒ•„›’”‘‘–‹‰ƒƒŽ–‡”ƒ–‹˜‡‹–‡Ǥ

Warehouse warehouse management system (WMS)‹•Dzƒ•›•–‡–Šƒ–ƒƒ‰‡•
management ƒŽŽ’”‘…‡••‡•–Šƒ–ƒ™ƒ”‡Š‘—•‡…ƒ””‹‡•‘—–Ǣ–Š‡•‡’”‘…‡••‡•‹…Ž—†‡
systems (WMS) ”‡…‡‹˜‹‰ǡ’‹…‹‰ǡƒ†•Š‹’’‹‰dzȋAPICS DictionaryǡͳͶ–Š‡†‹–‹‘ȌǤ
•‘ˆ–™ƒ”‡–ƒ‡•–Š‡‘—–’—–ˆ”‘ƒ†‘”†‡”‡–”›ƒ†‡š‡…—–‡•–Š‡
†ƒ‹Ž›‘’‡”ƒ–‹‘•‘ˆ–Š‡™ƒ”‡Š‘—•‡‘”ǡ†‹”‡…–‹‰ƒ–‡”‹ƒŽˆŽ‘™‹
…”‘••Ǧ†‘…‹‰ƒ†•–‘”ƒ‰‡Ž‘…ƒ–‹‘‘˜‡‡–•ǤŠ‡’‡”ˆ‘”•
–ƒ••‹ƒ‘”†‡”‡†•‡“—‡…‡„ƒ•‡†‘’”‡†‡ˆ‹‡†’ƒ”ƒ‡–‡”•Ǥ

‘‰ƒ‹’”‘†—…–‹˜‹–›‹’”‘˜‡‡–•ǡ–Š‡ǡ–Š‡™ƒ”‡Š‘—•‡Žƒ›‘—–ǡ
ƒ†ƒŽŽ‡ƒ„Ž‹‰–‡…Š‘Ž‘‰‹‡•ˆ‘”ƒ—–‘ƒ–‹‰†ƒ–ƒ…ƒ’–—”‡ƒ†
‹˜‡–‘”›‘˜‡‡–••Š‘—Ž†„‡–Š‘”‘—‰ŠŽ›ƒ’’‡†‹ƒ†˜ƒ…‡Ǥ ‘”
‡šƒ’Ž‡ǡ‹ˆ‘„‹Ž‡†‡˜‹…‡•ˆ‘”•…ƒ‹‰„ƒ”…‘†‡•ƒ”‡–‘„‡Ž‘…ƒ–‡†‘
ˆ‘”Ž‹ˆ–•ǡ–Š‹•‡‡†•–‘„‡‹…Ž—†‡†‹–Š‡ƒ’’‹‰ǤŠ‹Ž‡™ƒ•
‹‹–‹ƒŽŽ›‘Ž›ˆ‘”™ƒ”‡Š‘—•‹‰ǡ‹–•”‘Ž‡Šƒ•‡š’ƒ†‡†–‘‹…Ž—†‡ƒ”‡ƒ•
•—…Šƒ•Ž‹‰Š–ƒ—ˆƒ…–—”‹‰ȋ’‘•–’‘‡‡–Ȍƒ†–”ƒ•’‘”–ƒ–‹‘ǡŽƒ„‘”ǡ
ƒ†‘”†‡”ƒƒ‰‡‡–ǤŠ‹•ˆ—…–‹‘ƒŽ‘˜‡”Žƒ’ƒ‡••‡Ž‡…–‹‘‘”‡
…‘’Ž‡šƒ†‹–‡‰”ƒ–‹‘‘”‡…ŠƒŽŽ‡‰‹‰Ǥ‘™‡˜‡”ǡƒ•‡Ž‡…–‹‘
•Š‘—Ž†Š‹‰‡‘–Š”‡‡‡›ƒ”‡ƒ•ǣ†‹”‡…–‡†’‹…‹‰ǡ†‹”‡…–‡†
”‡’Ž‡‹•Š‡–ǡƒ††‹”‡…–‡†’—–Ǧƒ™ƒ›Ǥ’‡”ˆ‘”•–Š‡•‡–ƒ••„›
–”ƒ…‹‰ƒ†ƒƒŽ›œ‹‰†ƒ–ƒ‘‹–‡ǡ“—ƒ–‹–›ǡŽ‘…ƒ–‹‘ǡ—‹–‘ˆ
‡ƒ•—”‡ǡƒ†‘”†‡”‹ˆ‘”ƒ–‹‘Ǥ

WMS functions ‹…‘”’‘”ƒ–‡•ˆ‡‡†„ƒ…–‘‹’”‘˜‡™‘”ˆŽ‘™„›…‘–‹—‘—•Ž›
•‹’Ž‹ˆ›‹‰ƒ†‘’–‹‹œ‹‰‘’‡”ƒ–‹‘•ǡ‡•’‡…‹ƒŽŽ›™‹–Š™ƒ”‡Š‘—•‡
’‡”•‘‡Žƒ†‡“—‹’‡–Ǥ–†‹”‡…–•ƒƒ‰‡‡–ƒ––‡–‹‘–‘
ƒ–‹…‹’ƒ–‡†‘”‡š‹•–‹‰’”‘„Ž‡ƒ”‡ƒ•‹™ƒ”‡Š‘—•‡ƒ…–‹˜‹–›„›
…‘–‹—‘—•Ž›’”‘ˆ‹Ž‹‰’‡”ˆ‘”ƒ…‡ƒ†–Š‡…”‡ƒ–‹‰‡š…‡’–‹‘
”‡’‘”–•ˆ‘”ƒ…–‹˜‹–›Ž‡˜‡Ž•ǡ’”‘†—…–‹˜‹–›ǡ™ƒ”‡Š‘—•‡‘”†‡”…›…Ž‡–‹‡ǡ
•–‘”ƒ‰‡†‡•‹–›ǡ•Š‹’‡–ƒ……—”ƒ…›ǡƒ†‹˜‡–‘”›ƒ……—”ƒ…›Ǥ
•Š‘—Ž†’‡”ˆ‘”…‘–‹—‘—•…›…Ž‡…‘—–‹‰ȋ•‡‡‘†—Ž‡ʹǡ‡…–‹‘ǡ
Šƒ’–‡”͵ǡDz˜‡–‘”›ƒƒ‰‡‡–dzȌǤ

Š‡•Š‘—Ž†Šƒ˜‡ƒˆŽ‡š‹„Ž‡Ž‘…ƒ–‹‘•›•–‡‹…Ž—†‹‰†‡ˆ‹ƒ„Ž‡
’—–Ǧƒ™ƒ›ƒ†•–‘”ƒ‰‡Ž‘‰‹…‡–Š‘†••—…Šƒ•œ‘‡Ž‘‰‹…ȋ†‡ˆ‹‡†
•–‘”ƒ‰‡œ‘‡•Ȍǡ‡ƒ”‡•–Ž‘…ƒ–‹‘ǡˆ‡™‡•–Ž‘…ƒ–‹‘•ǡ‘”’‹…Ǧ–‘Ǧ…Ž‡ƒ”
ȋ—•‡••ƒŽŽ‡•–“—ƒ–‹–‹‡•ˆ‹”•––‘ƒš‹‹œ‡•’ƒ…‡ȌǤ

© 2016 APICS 1-282 Version 4.0, 2016 Edition

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 Section B: Design the Supply Chain

’‡…‹ˆ‹…ˆ—…–‹‘•‹…Ž—†‡–Š‡ˆ‘ŽŽ‘™‹‰ǣ
i ‡…‡‹˜‹‰Ȅƒ—–‘ƒ–‹…ƒŽŽ›ƒ–…Š‡•ƒ†”‘—–‡••™‹–Šƒ†˜ƒ…‡†
•Š‹’‡–‘–‹ˆ‹…ƒ–‹‘•ȋ•Ȍƒ†„Ž‹†‘”–”ƒ†‹–‹‘ƒŽ”‡…‡‹’–•Ǣ
‘–‹ˆ‹‡••–ƒˆˆ‘ˆ‹…‘‹‰•ƒ†—’‰”ƒ†‡•„ƒ…‘”†‡”•‘””—•Š
‘”†‡”•
i –‘”ƒ‰‡Ž‘…ƒ–‹‘ƒƒ‰‡‡–ƒ†‘’–‹‹œƒ–‹‘Ȅ…”‡ƒ–‡•’—–Ǧƒ™ƒ›
ƒŽ‰‘”‹–Š•ƒ††‡–‡”‹‡•Ž‘…ƒ–‹‘„›–›’‡ǡ•‹œ‡ǡ˜‘Žƒ–‹Ž‹–›ǡƒ†
˜‡Ž‘…‹–›
i ”‘••Ǧ†‘…‹‰ȄƒŽŽ‘™•ˆ‘”‘’’‘”–—‹•–‹…‘”’Žƒ‡†–”—…Ǧ–‘Ǧ–”—…
–”ƒ•ˆ‡”•ǡ‹…Ž—†‹‰–‹‡†‡”‰‹‰‘ˆ‹–‡•ˆ‘”ƒ…—•–‘‡”ǯ•‘”†‡”
i ˜‡–‘”›…‘–”‘ŽȄ’‡”ˆ‘”•…›…Ž‡…‘—–‹‰ƒ†…”‡ƒ–‡•ƒ—†‹–
–”ƒ‹Ž•–‘–”ƒ…–Š‡–‹‡ǡ’‡”•‘ǡƒ†’Žƒ…‡‘ˆ‘˜‡‡–•ǡ‹˜‡–‘”›
Ž‡˜‡Ž•ǡƒ†Ž‡ƒ†–‹‡•
i —ƒŽ‹–›…‘–”‘ŽȄ–”ƒ…•‹–‡•„›„ƒ–…Š‘”Ž‘–ǡ‘–‹ˆ‹‡•ƒƒ‰‡‡–
‘ˆ“—ƒŽ‹–›‹••—‡•ǡ’Žƒ…‡•”‡Œ‡…–•‘Š‘Ž†ǡƒ†‡•—”‡•“—ƒŽ‹–›
…‘’Ž‹ƒ…‡
i ”†‡”•‡Ž‡…–‹‘ƒ†–ƒ•ƒƒ‰‡‡–Ȅˆ‘”•ƒ’‹…’Žƒ„›
’‹…‹‰–›’‡ǡƒŽŽ‘…ƒ–‡•‹–‡•ˆ‘”•’‡…‹ˆ‹…‘”†‡”•ǡƒ†•Š‘™•‘”†‡”
•–ƒ–—•
i —–‘ƒ–‡†”‡’Ž‡‹•Š‡–Ȅƒ—–‘ƒ–‹…ƒŽŽ›…”‡ƒ–‡•ƒ•Š‹’‡–
‘”†‡”™Š‡ƒ‹–‡”ƒŽ‘”‡š–‡”ƒŽ’ƒ”–‡”ǯ••›•–‡•‹‰ƒŽ•–Š‡
†‡ƒ†
i Š‹’’‹‰Ȅ‹…Ž—†‡•ƒ—–‘ƒ–‡†•Š‹’’‹‰”‘—–‹‰ǡ•’‡…‹ƒŽŠƒ†Ž‹‰ǡ
†‘…—‡–ƒ–‹‘”‘—–‹‰ǡƒ†ƒ†˜ƒ…‡†•Š‹’’‹‰‘–‹…‡•ȋ•Ȍ
i ‡…—”‹–›Ȅ‹–‡”ˆƒ…‡•™‹–Š•‡…—”‹–›„›”‡“—‹”‹‰”‡…‘”†•ˆ‘”
ƒŽŽ”‡Ž‡ƒ•‡•ƒ–…‘–”‘ŽŽ‡†’‘‹–•ǡ”‘–ƒ–‡•™‘”ƒ••‹‰‡–•ǡ‡–…Ǥ
i ‡–—”•Ȅƒƒ‰‡•”‡˜‡”•‡Ž‘‰‹•–‹…•ˆ‘””‡’ƒ‹”•ǡ”‡–—”•ǡƒ†
”‡…›…Ž‹‰

Web-based WMS ‘‡˜‡†‘”•‘ˆˆ‡”™‹–Š™‡„Ǧ„ƒ•‡†‹–‡”ˆƒ…‡•‘”’‘”–ƒŽ•Ǥ‘”–ƒŽ•
ƒŽŽ‘™˜‹•‹„‹Ž‹–›ƒ†…‘–”‘Ž„‡…ƒ—•‡—•‡”•…ƒ’—•Š†ƒ–ƒƒ†‹˜‡–‘”›–‘
•—’’Ž›…Šƒ‹‡„‡”•‘”–Š‡›…ƒ’—ŽŽ–Š‡†ƒ–ƒƒ†‹˜‡–‘”›
–Š‡•‡Ž˜‡•Ǥ—…Š’‘”–ƒŽ•…ƒ„‡ƒ˜ƒ‹Žƒ„Ž‡ƒ•’—”…Šƒ•‡†•‘ˆ–™ƒ”‡‘”ƒƒǤ

 ‡„Ǧ„ƒ•‡†Šƒ•ˆ—…–‹‘••—…Šƒ•‡”‰‡Ǧ‹Ǧ–”ƒ•‹–ƒ†…”‘••Ǧ
…‘’ƒ›•Šƒ”‹‰‘ˆ™ƒ”‡Š‘—•‡•’ƒ…‡ǡˆ”‡‹‰Š–…‘•‘Ž‹†ƒ–‹‘ǡ‘”
…‘’Ž‡‡–ƒ”›…‘‘†‹–‹‡•ǤŠ‡™‡„…ƒ’”‘˜‹†‡”‡ƒŽǦ–‹‡˜‹•‹„‹Ž‹–›
–‘–Š‡•‡…‘ŽŽƒ„‘”ƒ–‹˜‡ƒ…–‹˜‹–‹‡••—…Šƒ•„›’”‘˜‹†‹‰™ƒ”‡Š‘—•‡•–ƒ–—•
‘”„”‘‡”ƒ‰‡…Ž‡ƒ”ƒ…‡†ƒ–ƒǤ

Automatic ‘†ƒ›ǯ••—’’‘”–•ƒ—–‘ƒ–‹…‹†‡–‹ˆ‹…ƒ–‹‘–‡…Š‘Ž‘‰‹‡•–‘ƒ‡
identification –Š‡™ƒ”‡Š‘—•‡ƒƒ‰‡”ǯ•Œ‘„‡ƒ•‹‡”ǡ‘”‡‡ˆˆ‹…‹‡–ǡƒ†Ž‡••’”‘‡–‘
technologies ‡””‘”Ǥ–‹•’”ƒ…–‹…ƒŽŽ›ƒ”‡“—‹”‡‡––‘‹•–ƒŽŽ•‘‡–›’‡‘ˆƒ—–‘ƒ–‡†

© 2016 APICS 1-283 Version 4.0, 2016 Edition

All rights reserved Printed on 100% post-consumer waste recycled paper.
Module 1: Supply Chain Design

ƒ†™‹”‡Ž‡••†ƒ–ƒ…‘ŽŽ‡…–‹‘†‡˜‹…‡•ǡ•—…Šƒ•”ƒ†‹‘ˆ”‡“—‡…›
‹†‡–‹ˆ‹…ƒ–‹‘ȋ Ȍ†‡˜‹…‡•ƒ†–‡”‹ƒŽ•‘”•ƒ”–…ƒ”†•ǡƒ•’ƒ”–‘ˆƒ
‹•–ƒŽŽƒ–‹‘Ǥ

ƒ’‡”Ž‡•••›•–‡•—•–„‡ƒ„Ž‡–‘ƒ—–‘ƒ–‹…ƒŽŽ›‹†‡–‹ˆ›‹–‡•ƒ––Š‡
…ƒ•‡ǡ’ƒŽŽ‡–ǡ‹˜‘‹…‡ǡ‘”Ž‘…ƒ–‹‘Ž‡˜‡ŽǤ—–‘ƒ–‹…‹†‡–‹ˆ‹…ƒ–‹‘‹•
†‹•…—••‡†Žƒ–‡”Ǥ

Š‡„‡‡ˆ‹–•‘ˆƒ—–‘ƒ–‡†‹†‡–‹ˆ‹…ƒ–‹‘†‡˜‹…‡•‹…Ž—†‡”‡†—…‡†
‡””‘”•ƒ†Ž‡ƒ†–‹‡•ǡ’”‘†—…–‹˜‹–›‹…”‡ƒ•‡•ǡ‘’–‹‹œ‡†•–‘”ƒ‰‡
†‡•‹–›ǡ„‡––‡””‡•’‘•‡–‹‡•ǡƒ†‘”‡ƒ……—”ƒ–‡•Š‹’’‹‰ƒ†
‹˜‡–‘”›Ž‡ƒ†‹‰–‘Ž‡•••Š”‹ƒ‰‡ǤŠ‡…‘•–‘ˆ’—”…Šƒ•‹‰ǡ
‹’Ž‡‡–‹‰ǡƒ†ƒ‹–ƒ‹‹‰•—…Š–‡…Š‘Ž‘‰‹‡••Š‘—Ž†„‡‘ˆˆ•‡–„›
–Š‡„‡‡ˆ‹–•ǡ‡•’‡…‹ƒŽŽ›‹ˆ’ƒ’‡”™‘”…ƒ„‡‡Ž‹‹ƒ–‡†Ǥ

Automatic —–‘ƒ–‹……‘—‹…ƒ–‹‘ƒ†’”‡•‡–ƒ–‹‘†‡˜‹…‡••—…Šƒ•”ƒ†‹‘
communication and ˆ”‡“—‡…›†ƒ–ƒ…‘—‹…ƒ–‹‘•ǡ•›–Š‡•‹œ‡†˜‘‹…‡ǡ’‹…Ǧ–‘ǦŽ‹‰Š–ǡ
pick signals …ƒ”‘—•‡Ž•ǡ•‘”–ƒ–‹‘•›•–‡•ǡ˜‹”–—ƒŽ†‹•’Žƒ›•ǡƒ†‘–Š‡”’‹…•‹‰ƒŽ•
–‡ŽŽ™ƒ”‡Š‘—•‡•–ƒˆˆ™Šƒ–‡‡†•–‘„‡‘˜‡†™Š‡”‡™‹–Š‘—–…”‡ƒ–‹‰
’ƒ’‡””‡…‘”†•ǤŠ‡•‡•›•–‡•Š‡Ž’–Š‡†‹”‡…–™ƒ”‡Š‘—•‡•–ƒˆˆ–‘
’‹…–Š‡”‹‰Š–‹˜‡–‘”›‹–Š‡‘•–‡ˆˆ‹…‹‡–•‡“—‡…‡ǤŠ‡•‡–‘‘Ž•ƒ”‡
‹…‘”’‘”ƒ–‡†‘ˆ‘”Ž‹ˆ–•‘”‹Šƒ†Š‡Ž††‡˜‹…‡•‘”ƒ”‡Šƒ”†Ǧ‘—–‡†
ƒ–‡›Ž‘…ƒ–‹‘•ǤŠ‡–›’‡ƒ†Ž‘…ƒ–‹‘•‘ˆ•—…Š†‡˜‹…‡•‹•…Š‘•‡
†—”‹‰–Š‡•–”ƒ–‡‰‹…™ƒ”‡Š‘—•‡†‡•‹‰’Šƒ•‡ƒ†•Š‘—Ž†„‡…‘…—””‡–
™‹–Šƒ…‘’ƒ–‹„Ž‡•‡Ž‡…–‹‘Ǥ

Benefits of WMS ’Ž‡‡–‹‰ƒ“—ƒŽ‹–›…ƒ•‹‰‹ˆ‹…ƒ–Ž›‹’”‘˜‡’”‘†—…–‹˜‹–›
ƒ†”‡†—…‡–Š‡ˆ”‡“—‡…›‘ˆ‡””‘”•‘”ˆ”ƒ—†‹…‘’ƒ”‹•‘–‘
–”ƒ†‹–‹‘ƒŽ‡–Š‘†•Ǥ–”ƒ†‹–‹‘ƒŽ•›•–‡•ǡ•–‘…’‹…‡”•ƒ›ˆ‹†–Š‡
™”‘‰‹–‡‹ƒŽ‘…ƒ–‹‘‘”–Šƒ–ƒ‹–‡‹•‘—–‘ˆ•–‘…ǤƒŽ‡•’‡”•‘•
™‹–Š‘Ž††ƒ–ƒƒ›’”‘‹•‡™Šƒ–‹•—ƒ˜ƒ‹Žƒ„Ž‡ǡŽ‡ƒ†‹‰–‘”—•Š‘”†‡”•Ǥ
’‡…‹ƒŽ‘”†‡”•ƒ›™ƒ‹–‹•–‡ƒ†‘ˆ„‡‹‰…”‘••Ǧ†‘…‡†Ǥ ”ƒ—†‘”–Š‡ˆ–
ƒ›‘……—”ȋ‡Ǥ‰Ǥǡ†‡Ž‹„‡”ƒ–‡‘˜‡”Ǧ’‹…‹‰ȌǤ

–Š‡”„‡‡ˆ‹–•‹…Ž—†‡–Š‡ˆ‘ŽŽ‘™‹‰ǣ
i ˆˆ‡”•…‘’‡–‹–‹˜‡ƒ†˜ƒ–ƒ‰‡ǡ•—…Šƒ•ˆƒ•–‡”…›…Ž‡–‹‡•–Š”‘—‰Š
…”‘••Ǧ†‘…‹‰‘”ƒ—–‘ƒ–‡†…Š‡…‹‰”‡’Žƒ…‹‰ƒ—ƒŽ…Š‡…‹‰
i ƒ–‹•ˆ‹‡•”‡–ƒ‹Ž”‡“—‹”‡‡–••—…Šƒ•„›ƒ††‹‰ 
i ’”‘˜‡•ƒ……—”ƒ…›„›ƒ—–‘ƒ–‹‰’—–Ǧƒ™ƒ›ƒ†’‹…Ž‘…ƒ–‹‘
˜‡”‹ˆ‹…ƒ–‹‘
i —’’‘”–•Š‹‰Š–”ƒ•ƒ…–‹‘’”‘…‡••‹‰…ƒ’ƒ…‹–›ˆ‘”‰Ž‘„ƒŽ‡Ǧ
…‘‡”…‡
i ƒ–‹•ˆ‹‡•…‘’Ž‡š‹–‡”ƒ–‹‘ƒŽŠƒ†Ž‹‰‡‡†•

© 2016 APICS 1-284 Version 4.0, 2016 Edition

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 Section B: Design the Supply Chain

i …”‡ƒ•‡•†‹•–”‹„—–‹‘‡ˆˆ‹…‹‡…›ǡˆ‘”‡šƒ’Ž‡ǡ…‘‘”†‹ƒ–‹‰’ƒŽŽ‡–
•‹œ‡•ƒ†„—Ž†‹•…‘—–•ȋ‡Ǥ‰ǤǡͺͲ‹–‡•’‡”’ƒŽŽ‡–αͺͲǦ‹–‡‘”†‡”
ˆ‘”†‹•…‘—–Ȍ
i ‡†—…‡••ƒˆ‡–›•–‘…•
i ’–‹‹œ‡•—•‡‘ˆ•’ƒ…‡
i ”‘˜‹†‡•ˆ‘”•›•–‡†‡•‹‰ǡ•‡Ž‡…–‹‘ǡ–”ƒ‹‹‰ǡƒ†…Šƒ‰‡
ƒƒ‰‡‡––Šƒ–…ƒ‹–‹‰ƒ–‡”‹•

Transportation •†‡ˆ‹‡†‹–Š‡APICS DictionaryǡͳͶ–Š‡†‹–‹‘ǡƒtransportation
management management system (TMS)‹•

systems (TMS) ƒ…‘’—–‡”‹œ‡†•›•–‡–‘ƒƒ‰‡–Š‡‘’‡”ƒ–‹‘‘ˆ–”ƒ•’‘”–ƒ–‹‘
•›•–‡•Ǥ–‹…Ž—†‡•ǤǤǤ†‡…‹†‹‰‘‘†‡•‘ˆ–”ƒ•’‘”–ƒ–‹‘ǡ
’Žƒ‹‰‹’‘”–•ƒ†‡š’‘”–•ǡ’Žƒ‹‰ƒ†…‘–”‘ŽŽ‹‰ˆŽ‡‡–
•‡”˜‹…‡ƒ…–‹˜‹–‹‡•ǡƒ†Ž‘ƒ†’Žƒ‹‰ƒ†‘’–‹‹œƒ–‹‘Ǥ

”ƒ•’‘”–ƒ–‹‘ƒƒ‰‡‡–•›•–‡•ƒ—–‘ƒ–‡–Š‡’Žƒ‹‰ƒ†
‘’‡”ƒ–‹‘•‹˜‘Ž˜‡†‹‘˜‹‰‰‘‘†•„‡–™‡‡ƒ›’‘‹–•‹–Š‡•—’’Ž›
…Šƒ‹ǡ‹…Ž—†‹‰•Š‹’’‡”ƒ†‘†‡•‡Ž‡…–‹‘ǡ‘’–‹‹œ‹‰”‘—–‡•ƒ†
Ž‘ƒ†•ǡƒ†ˆŽ‡‡–ƒ‹–‡ƒ…‡ǤŠƒ•„‡…‘‡ƒ‹–‡‰”ƒŽ’ƒ”–‘ˆ
•—’’Ž›…Šƒ‹ƒƒ‰‡‡–’ƒ”–Ž›„‡…ƒ—•‡‘ˆ–Š‡‹’ƒ…–‘ˆ‡Ǧ…‘‡”…‡
‘‘”†‡”•‹œ‡ƒ†ˆ”‡“—‡…›ǤŽ‹‡’”‘…—”‡‡–ˆƒ˜‘”•–Š‡Ž‘™‡•–
„‹††‡”Ǥ‘–Š„—•‹‡••‡•ƒ†…‘•—‡”•ƒ”‡ˆ‹†‹‰‹–…‘•–Ǧ‡ˆˆ‡…–‹˜‡–‘
Šƒ˜‡•ƒŽŽ‡”ǡ‘”‡ˆ”‡“—‡–‘”†‡”•Ǥ—•‹‡••‘†‡Ž••—…Šƒ• —•–Ǧ‹Ǧ
‹‡ƒ†„—‹Ž†Ǧ–‘Ǧ‘”†‡”ǡ†‹”‡…–Ǧ–‘Ǧ…—•–‘‡”ƒŽ•‘”‡“—‹”‡•ƒŽŽ‡”
•Š‹’‡–•™‹–Š–‹‰Š–‡”Ž‡ƒ†–‹‡•ǤŠ—•–Š‡’”‘ˆ‹–ƒ”‰‹•ƒ”‡•–‹ŽŽ
–‹‰Š–ǡ„—––Š‡‡š’‡…–ƒ–‹‘•ˆ‘”•Š‹’’‹‰–‘ƒƒ‰‡…ƒ’ƒ…‹–›ǡ…‘•–•ǡƒ†
…‘‰‡•–‹‘ƒ”‡‰”‘™‹‰Ǥ•—…Šƒ‡˜‹”‘‡–ǡ—•–„‡ƒ„Ž‡–‘
‘’–‹‹œ‡–”ƒ•’‘”–ƒ–‹‘ƒ…”‘••–Š‡‡–‹”‡•—’’Ž›…Šƒ‹Ǥ

”ƒ•’‘”–ƒ–‹‘…‘•–•ƒ‘—––‘ƒ•‹‰‹ˆ‹…ƒ–’‡”…‡–ƒ‰‡‘ˆƒ
…‘’ƒ›ǯ•–‘–ƒŽ‡š’‡•‡•Ǥ —”–Š‡”‘”‡ǡ‘”‰ƒ‹œƒ–‹‘•…‘‘Ž›—•‡
–Š‘—•ƒ†•‘ˆ–”ƒ•’‘”–ƒ–‹‘•—’’Ž‹‡”•Ǥ”ƒ•’‘”–ƒ–‹‘‘’–‹‹œƒ–‹‘
Šƒ•”‘‘–‘Ž‡˜‡”ƒ‰‡…‘•–•ƒ˜‹‰•„›—•‹‰‡›’ƒ”–‡”•Š‹’•™‹–Šƒ
•ƒŽŽ‡”—„‡”‘ˆ•—’’Ž‹‡”•ˆ‘”‘•–ƒ…–‹˜‹–›™‹–Šƒ’Žƒ–‘—•‡
–”ƒ•’‘”–ƒ–‹‘ƒ”‡–’Žƒ…‡•ˆ‘”‡š…‡’–‹‘•Ǥ

›’ƒ…ƒ‰‡—•–„‡ƒ„Ž‡–‘’”‘˜‹†‡–Š‡ˆ‘ŽŽ‘™‹‰ǣ

i Visibility.
‹˜‡•–”ƒ•’‘”–ƒ–‹‘ƒƒ‰‡”•ǡ•ƒŽ‡•’‡”•‘•ǡ
…—•–‘‡”•ǡƒ†•Š‹’’‹‰’‡”•‘‡Žƒ……‡••–‘–‹‡Ž›‹ˆ‘”ƒ–‹‘Ǥ

i Centralized control over shipment planning. ‘Ž‹•–‹…ƒŽŽ›

‘’–‹‹œ‡†”‘—–‡•ƒ†•Š‹’’‹‰‘†‡•ǡˆ”‡‹‰Š–…‘•–ǡŽ‡ƒ†–‹‡ǡƒ†
…—•–‘‡”•‡”˜‹…‡Ž‡˜‡Ž•Ǥ

© 2016 APICS 1-285 Version 4.0, 2016 Edition

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Module 1: Supply Chain Design

i Integration between transportation planning and order

fulfillment.…”‡ƒ•‡•…‘•–…‘–”‘Žǡ…—•–‘‡”•‡”˜‹…‡ǡƒ†
ƒ—–‘ƒ–‹‘Ǥ

i Execution control. •—”‡•–Šƒ––Š‡’Žƒ‹•„‡‹‰ˆ‘ŽŽ‘™‡†Ǥ

i Automation. …”‡ƒ•‡•‡ˆˆ‹…‹‡…›ƒ†”‡†—…‡•‡””‘”•ǡ‡Ǥ‰Ǥǡ
‹–‡‰”ƒ–‹‰™‹–Š…‘˜‡›‘”„‡Ž–•›•–‡•ǡƒ—–‘ƒ–‹…ƒŽŽ›
ƒ”‹‰„‹ŽŽ‡†Ž‘ƒ†•ǡ‘”…‘˜‡”–‹‰†‘…—‡–ƒ–‹‘–‘’†ˆˆ‘”ƒ–
ˆ‘”‹–‡”ƒ–‹‘ƒŽ•Š‹’‡–•Ǥ

TMS functions ‰‡‡”ƒŽŽ›‹…Ž—†‡–Š‡ˆ‘ŽŽ‘™‹‰ˆ—…–‹‘•ǣ

Transportation network design
Š‹••–”ƒ–‡‰‹…’Šƒ•‡ƒ’•‘—––Š‡–”ƒ•’‘”–ƒ–‹‘‡–™‘”—•‹‰–‘‘Ž•
ƒ†‘’–‹‹œ‡”•ǤŠ‹•’”‘…‡••™‘—Ž†„‡…‘’Ž‡–‡†™Š‡•–ƒ”–‹‰ƒ
…‘’ƒ›‘”—†‡”‰‘‹‰ƒƒŒ‘”•Š‹ˆ–‹•–”ƒ–‡‰›•—…Šƒ•…‘ŽŽƒ„‘”ƒ–‹‰
™‹–Š•—’’Ž›…Šƒ‹’ƒ”–‡”•‹–”ƒ•’‘”–ƒ–‹‘‡–™‘”†‡•‹‰‘”
†‡–‡”‹‹‰Ž‘…ƒ–‹‘•Ǥ

Shipment planning
Š‹’‡–’Žƒ‹‰‘’–‹‹œ‡•–Š‡–”ƒ•’‘”–ƒ–‹‘‡–™‘”—•‹‰
‘†‡Ž‹‰ƒ†•‹—Žƒ–‹‘Ǥ––Š‡–ƒ…–‹…ƒŽŽ‡˜‡Žǡ‹–‡˜ƒŽ—ƒ–‡•”‘—–‡•ƒ†
…ƒ””‹‡”•Ǥ––Š‡‘’‡”ƒ–‹‘ƒŽŽ‡˜‡Žǡ‹–‘’–‹‹œ‡•†ƒ‹Ž›–”ƒ•’‘”–ƒ–‹‘
’Žƒ•ǤŠ‹’‡–’Žƒ‹‰‹…Ž—†‡•…ƒ””‹‡”…ƒ’ƒ…‹–›’Žƒ‹‰ǡ™Š‹…Š
ƒ–…Š‡•…ƒ’ƒ…‹–›ˆ”‘ƒ•—’’Ž›’Žƒ™‹–Š†‡ƒ†ˆ”‘ƒ†‡ƒ†
ˆ‘”‡…ƒ•–ǤŽƒ‹‰–ƒ‡•‹–‘ƒ……‘—–ƒ–‹‘ƒŽ”‡‰—Žƒ–‹‘••—…Šƒ•
Š‘—”•Ǧ‘ˆǦ•‡”˜‹…‡Ž‹‹–•–‘’”‡˜‡–†”‹˜‡”ˆƒ–‹‰—‡Ǥ

Routing
‘—–‹‰—•–„‡ƒ„Ž‡–‘†‡ƒŽ™‹–Š˜ƒ”‹‘—•–”ƒ•’‘”–ƒ–‹‘‘†‡•Ǥ ‘”
‡šƒ’Ž‡ǡ–”—…•Š‹’‡–•ƒ”‡•Š‹’’‡†„›–”—…Ž‘ƒ†ȋȌƒ†Ž‡••–Šƒ
–”—…Ž‘ƒ†ȋȌǤ‘†‡•™‹–…Š‹‰–‘‘Ž•‘’–‹‹œ‡–Š‡‘˜‡‡–‘ˆ
‰‘‘†•ƒ…”‘••—Ž–‹’Ž‡‘†‡•ǡ•—…Šƒ•ƒ‹”Ǧ–‘Ǧ‰”‘—†ǡ’ƒ”…‡ŽǦ–‘Ǧǡ‘”
…‘—”‹‡”Ǧ–‘Ǧƒ‹”Ǧ–‘Ǧ…‘—”‹‡”Ǥ‘—–‹‰‰—‹†‡•ƒŽŽ‘™—•‡”•–‘†‡ˆ‹‡”—Ž‡•ˆ‘”
•Š‹’‡–”‘—–‹‰•ǡƒ†–Š‡…ƒƒ—–‘ƒ–‹…ƒŽŽ›•‡Ž‡…–…ƒ””‹‡”•Ǥ
›ƒ‹…”‘—–‹‰•‡”˜‹…‡•…ƒ‹–‡”ˆƒ…‡™‹–Š
†‡˜‹…‡•–‘ƒ˜‘‹†
–”ƒˆˆ‹……‘‰‡•–‹‘Ǥ

’‡…‹ƒŽ–›ƒ’’Ž‹…ƒ–‹‘•‡š‹•–ˆ‘”‘†‡••—…Šƒ•”‘—–‹‰…‘–ƒ‹‡”•Š‹’•Ǥ

i Private fleet management. ”‹˜ƒ–‡ˆŽ‡‡–•…ƒ„‡ƒƒ‰‡†—•‹‰
ˆŽ‡‡–ƒƒ‰‡‡––‘‘Ž••—…Šƒ•†›ƒ‹…”‘—–‹‰ƒ†”‡ƒŽǦ–‹‡
†‹•’ƒ–…ŠǤ Ž‡‡–ƒƒ‰‡‡–†‹•’ƒ–…Š‡•–Š‡Ž‡ƒ•–—„‡”‘ˆ”‘—–‡•

© 2016 APICS 1-286 Version 4.0, 2016 Edition

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 Section B: Design the Supply Chain

‘˜‡”–Š‡Ž‡ƒ•–†‹•–ƒ…‡–‘ƒš‹‹œ‡…ƒ’ƒ…‹–›Ǥ˜‡Š‹…Ž‡
ƒ‹–‡ƒ…‡‘†—Ž‡•…Š‡†—Ž‡•ƒ‹–‡ƒ…‡ƒ†–”ƒ…•…‘•–•Ǥ

i Carrier selection. —Ž–‹’Ž‡…ƒ””‹‡”••—…Šƒ•‘™‡”Ǧ‘’‡”ƒ–‘”
–”—…•ǡ…‘‘…ƒ””‹‡”•ǡƒ‰‡–•ǡƒ†’ƒ…ƒ‰‡•‡”˜‹…‡•…ƒ„‡
ƒƒ‰‡†ƒ†•‡Ž‡…–‡†—•‹‰–”ƒ•’‘”–ƒ–‹‘’”‘…—”‡‡–
ƒ’’Ž‹…ƒ–‹‘•ƒ†–”ƒ•’‘”–ƒ–‹‘ƒ”‡–’Žƒ…‡•Ǥ‘–Š‡–Š‘†•…ƒ
‡Ž‡…–”‘‹…ƒŽŽ›†‹•–”‹„—–‡ƒ†…‘ŽŽ‡…–†ƒ–ƒˆ”‘ •‘’”‹…‡ƒ†
…ƒ’ƒ…‹–›ǤŠ‡•›•–‡•ƒŽ•‘–”ƒ……ƒ””‹‡”„”‘‡”’”‘ˆ‹Ž‡•ƒ†
…‘–”ƒ…–•Ǥ

Load matching and optimization
’”‘˜‹†‡•„‡––‡”˜‹•‹„‹Ž‹–›–‘–Š‡”‡•‘—”…‡•ƒ˜ƒ‹Žƒ„Ž‡•‘–Šƒ––Š‡
•›•–‡…ƒˆ‹†‘’–‹ƒŽŽ‘…ƒ–‹‘•ˆ”‘™Š‹…Š–‘ˆ‹ŽŽ‘”†‡”•„ƒ•‡†‘
ƒ˜ƒ‹Žƒ„‹Ž‹–›ƒ†‹˜‡–‘”›ƒ††‡Ž‹˜‡”›…‘•–•Ǥ‘‘Ž‘ƒ†
ƒ–…Š‹‰Ȁ’‘‘Ž‹‰ˆ—…–‹‘•‹…Ž—†‡…”‘••Ǧ†‘…‹‰ƒ†
…‘•‘Ž‹†ƒ–‹‘Ǥ‘ƒ†‘’–‹‹œƒ–‹‘‹…Ž—†‡•Šƒ†Ž‹‰‘ˆ•’‡…‹ƒŽƒ–‡”‹ƒŽ•
ȋ‡Ǥ‰Ǥǡ”‡ˆ”‹‰‡”ƒ–‹‘ǡŠƒœƒ”†‘—•ƒ–‡”‹ƒŽ•ȌǤ’‡…‹ƒŽƒ’’Ž‹…ƒ–‹‘•‡š‹•–
•—…Šƒ•ˆ‘”„—Ž”‡’Ž‡‹•Š‡–ȋ‡Ǥ‰Ǥǡ‰ƒ•‘Ž‹‡–ƒ‡”•ȌǤ

Freight rating
ƒ–‡–ƒ”‹ˆˆ•…ƒ„‡‡–‡”‡†ǡƒ†Ž‘ƒ†•™‹ŽŽ„‡ƒ—–‘ƒ–‹…ƒŽŽ›”ƒ–‡†„›
…‘•–ƒ†”‡Ž‹ƒ„‹Ž‹–›ǤŠ‡•‡Ž‡…–‹‘’”‘…‡••—•‡•…ƒ””‹‡”•‡”˜‹…‡Ž‡˜‡Ž
”ƒ–‹‰•–Šƒ–ƒ”‡—’†ƒ–‡†„ƒ•‡†‘’ƒ•–’‡”ˆ‘”ƒ…‡‡ƒ•—”‡‡–‘ˆ
…‘•–ǡ‘Ǧ–‹‡†‡Ž‹˜‡”›ǡƒ†—„‡”‘ˆ‡””‘”•‘”†ƒƒ‰‡†‰‘‘†•Ǥƒ…Š
‘™‡”ǯ•–ƒ”‹ˆˆ‹•—•‡†–‘…ƒŽ…—Žƒ–‡†‡—””ƒ‰‡ȋ’ƒ›‡–ˆ‘”†‡Žƒ›–‘
Ž‘ƒ†‘”—Ž‘ƒ†Ȍƒ†’‡”†‹‡”ƒ–‡•Ǥ

Manifesting
ƒ‹ˆ‡•–‹‰‹•–Š‡’”‘…‡••‘ˆ…”‡ƒ–‹‰ƒŽŽ”‡“—‹”‡†•Š‹’‡–
†‘…—‡–ƒ–‹‘Ǥƒ—–‘ƒ–‡•–Š‡’”‘…‡••ǡ’”‹–‹‰•Š‹’’‹‰Žƒ„‡Ž•
ƒ†’‹…•Ž‹’•Ǥ

Load tendering and delivery scheduling
ƒ…ŠŽ‘ƒ†Ž‹•–•…ƒ””‹‡”•‹‘”†‡”‘ˆ’”‡ˆ‡”‡…‡ǡƒ†‡ƒ…Š…ƒ””‹‡”‹•
ƒ––‡’–‡†‹‘”†‡”—–‹Ž…‘˜‡”ƒ‰‡‹•‘„–ƒ‹‡†ǤŠ‡†‡Ž‹˜‡”›‹•
ƒ—–‘ƒ–‹…ƒŽŽ›•…Š‡†—Ž‡†‹ˆ–Š‡Ž‘…ƒ–‹‘‹••‡–—’–‘”‡…‡‹˜‡•Ǥ

Shipment tracking and settlement
ƒƒ‰‡”•…ƒ˜‹‡™–Š‡ƒ…–—ƒŽ…‘•–‘ˆ•Š‹’‡–•„ƒ•‡†‘ƒ…–—ƒŽ
…Šƒ”‰‡•–Š”‘—‰Š”‡ƒŽǦ–‹‡—’†ƒ–‡•‘ˆ’”‘‘ˆ‘ˆ†‡Ž‹˜‡”›ǡˆ”‡‹‰Š–„‹ŽŽ•ǡ
ƒ†‹’‘”–Ȁ‡š’‘”–†‘…—‡–ƒ–‹‘ǤŠ‡‰‡‡”ƒ–‡•‹˜‘‹…‡•ƒ†
„‹ŽŽ•‘ˆŽƒ†‹‰Ǥ ‘”‰Ž‘„ƒŽ•Š‹’‡–•ǡƒƒ‰‡”•…ƒ˜‹‡™…‡”–‹ˆ‹…ƒ–‡•‘ˆ

© 2016 APICS 1-287 Version 4.0, 2016 Edition

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Module 1: Supply Chain Design

‘”‹‰‹ǡ‰Ž‘„ƒŽ•‡––Ž‡‡–ƒ†„‹ŽŽ‹‰‹ˆ‘”ƒ–‹‘ˆ‘”ˆ”‡‹‰Š–ǡƒ†
…—•–‘•‹ˆ‘”ƒ–‹‘Ǥ‡––Ž‡‡–‹…Ž—†‡•ƒ—†‹–‹‰‘ˆˆ”‡‹‰Š–„‹ŽŽ•ǡ
‹‹‹œ‹‰’ƒ›‡–‡””‘”•ƒ†ƒ—–‘ƒ–‹‰’ƒ›‡–Ǥ

Visibility tools
‹•‹„‹Ž‹–›–‘‘Ž•ƒŽŽ‘™…‘’ƒ‹‡•ƒ†–Š‡‹”•—’’Ž‹‡”•ƒ†…—•–‘‡”•–‘
˜‹‡™‹„‘—†ƒ†‘—–„‘—†•Š‹’‡–•ǡ‹Ǧ–”ƒ•‹–‹˜‡–‘”›Ž‡˜‡Ž•ǡ
ƒ†‡š…‡’–‹‘•–‘‡š’‡…–‡†•Š‹’‡–•ǤŠ‡•‡–‘‘Ž•‹’”‘˜‡…—•–‘‡”
•‡”˜‹…‡„‡…ƒ—•‡–Š‡›’”‘˜‹†‡–Š‡•ƒ‡‹ˆ‘”ƒ–‹‘–‘ƒŽŽ…Šƒ‡Ž•
‹…Ž—†‹‰•‡ŽˆǦ•‡”˜‹…‡…Šƒ‡Ž•ǡƒ‡”‡’Ž‡‹•Š‡–…›…Ž‡•‘”‡
”‡Ž‹ƒ„Ž‡ǡƒ†Š‡Ž’•—’’Ž›…Šƒ‹‡„‡”•”‡†—…‡•ƒˆ‡–›•–‘…•„›
•Š‘™‹‰•‘—”…‡•‘ˆ•–‘…ƒ††‡Ž‹˜‡”›–‹‡•Ǥ

Post-shipment analysis
ƒƒ‰‡”•…ƒ’”‹–”‡’‘”–•‘ˆ”‡‹‰Š–„‹ŽŽ•ǡ–‘–ƒŽŽƒ†‡†…‘•–ǡƒ†Ž‘••
ƒ††ƒƒ‰‡…Žƒ‹•ƒ†–Š‡‹”ˆ‹Ž‹‰•–ƒ–—•Ǥ

Web-based TMS ”ƒ•’‘”–ƒ–‹‘ƒƒ‰‡‡–•›•–‡•‘ˆ–‡Šƒ˜‡™‡„Ǧ„ƒ•‡†‹–‡”ˆƒ…‡•‘”
’‘”–ƒŽ•–Šƒ–ƒŽŽ‘™…‡–”ƒŽ‹œ‡†…‘–”‘Žƒ†ƒ—–‘ƒ–‡‹ˆ‘”ƒ–‹‘†‹•–”‹Ǧ
„—–‹‘ƒ…”‘••—Ž–‹’Ž‡•‹–‡•Ǥ‘”–ƒŽ•ƒ”‡ƒ˜ƒ‹Žƒ„Ž‡‹’—”…Šƒ•‡†•‘ˆ–™ƒ”‡‘”
ƒ•ƒƒǤ‘”–ƒŽ•Šƒ˜‡†›ƒ‹…†ƒ–ƒ„ƒ•‡•‘ˆ–”ƒ•’‘”–ƒ–‹‘‹ˆ‘”ƒ–‹‘
–Šƒ–…ƒ‹‡†‹ƒ–‡Ž›„‡—•‡†ˆ‘”‘’–‹‹œƒ–‹‘‘ˆ–”ƒ•’‘”–ƒ–‹‘‡–Š‘†•ǡ
•—…Šƒ•„›ƒŽŽ‘™‹‰…ƒ””‹‡”•‘–Š‡‡–™‘”–‘‹†‹…ƒ–‡–Š‡‹”ƒ˜ƒ‹Žƒ„‹Ž‹–›–‘
•Š‹’–‘ƒ’ƒ”–‹…—Žƒ”Ž‘…ƒ–‹‘‘”ƒ……‡’–„ƒ…Šƒ—Ž•ˆ”‘ƒŽ‘…ƒ–‹‘Ǥ

ƒ›ƒƒƒ’’Ž‹…ƒ–‹‘•Šƒ˜‡–Š‘—•ƒ†•‘ˆ…ƒ””‹‡”•ƒ†–Š‘—•ƒ†•‘ˆ
•—„•…”‹„‡”•‹–Š‡‹”‡–™‘”•ǡ‡ƒ‹‰–Šƒ––Š‡”‡ƒ”‡‘
…‘’ƒ–‹„‹Ž‹–›‹••—‡•„‡–™‡‡‡–™‘”‡„‡”•ƒ†–Šƒ–ƒ—–‘ƒ–‡† •
…ƒ„‡•‡––‘ƒŽƒ”‰‡•‡Ž‡…–‹‘‘ˆ…ƒ””‹‡”•Ǥ ‘”‡šƒ’Ž‡ǡ…‡ƒ”†™ƒ”‡
—•‡†‹–•ƒƒ‡–™‘”–‘•‡†ƒ –‘ƒŽ‘•–ͷͲͲ…ƒ””‹‡”•ǡŠ‡Ž’‹‰‹–
•ƒ˜‡̈́͵Ǥͻ‹ŽŽ‹‘‘”ƒ’’”‘š‹ƒ–‡Ž›Ͷ’‡”…‡–‘ˆ‹–•–”ƒ•’‘”–ƒ–‹‘…‘•–•Ǥ

‹…‡•Š‹’‡–…‘•–•ǡˆ—‡Ž…‘•–•ǡ”‘ƒ†ƒ’•ƒ†”‘—–‡•ǡ…ƒ””‹‡”
ƒ˜ƒ‹Žƒ„‹Ž‹–›ǡ”‘ƒ†ǡ–”ƒˆˆ‹…ǡƒ†™‡ƒ–Š‡”…‘†‹–‹‘•ƒ†ƒ›‘–Š‡”
–”ƒ•’‘”–ƒ–‹‘ˆƒ…–‘”•…Šƒ‰‡†›ƒ‹…ƒŽŽ›ǡ‹–ƒ‡••‡•‡ˆ‘”†ƒ–ƒ‘ˆ
–Š‡•‡–›’‡•–‘„‡Ž‘…ƒ–‡†‹ƒ™‡„Ǧ„ƒ•‡†‡˜‹”‘‡–™Š‡”‡–Š‡›…ƒ
„‡—’†ƒ–‡†‹”‡ƒŽ–‹‡Ǥƒƒ‰‡”•…ƒ—•‡™‡„Ǧ„ƒ•‡†–‘…Šƒ‰‡
†‡•–‹ƒ–‹‘•‘•Š‹’‡–•™Š‹Ž‡‹Ǧ–”ƒ•‹–ƒ†”‡…‡‹˜‡ƒ‘–‹…‡‘ˆ
…‘•‹‰‡–ƒ†•–ƒ–‡‡–‘ˆ”‡˜‹•‡†…Šƒ”‰‡•Ǥ

Global track and ‘‘…ƒ””‹‡”•ƒ†’”‹˜ƒ–‡ˆŽ‡‡–•…ƒ‹•–ƒŽŽ‰Ž‘„ƒŽ–”ƒ…ƒ†–”ƒ…‡
trace —•‹‰…‡ŽŽ—Žƒ”Ǧ‡ƒ„Ž‡†‰Ž‘„ƒŽ’‘•‹–‹‘‹‰ȋ
ȌǤ
Ž‘„ƒŽ–”ƒ…ƒ†–”ƒ…‡
ƒŽŽ‘™•–”ƒ…‹‰‘ˆ•Š‹’‡–•„›Ž‘…ƒ–‹‘ƒ†„›”‡…‡‹˜‹‰•–ƒ–—•ˆ”‘

© 2016 APICS 1-288 Version 4.0, 2016 Edition

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 Section B: Design the Supply Chain

„‘‘‹‰–‘’”‘‘ˆ‘ˆ†‡Ž‹˜‡”›Ǥ‘…‡”‡†’ƒ”–‹‡•…ƒ…Š‡…–Š‡
‹ˆ‘”ƒ–‹‘‘ƒ†›ƒ‹…ƒŽŽ›—’†ƒ–‡†™‡„•‹–‡Ǥ
Ž‘„ƒŽ–”ƒ…ƒ†–”ƒ…‡
…ƒƒŽ•‘„‡—•‡†–‘ƒƒ‰‡ˆ‹‡Ž†’‡”•‘‡Žƒ†‡‡’ˆŽ‡‡–•‹…‘•–ƒ–
…‘—‹…ƒ–‹‘ǡ•—…Šƒ•ˆ‹†‹‰–Š‡„‡•––‹‡–‘’ƒ••ƒ–‘ŽŽ‹ˆ–Š‡”ƒ–‡•
…Šƒ‰‡„›–‹‡‘ˆ†ƒ›ǤŠ‡ƒ„‹Ž‹–›–‘‡ƒ•—”‡†”‹˜‡”’‡”ˆ‘”ƒ…‡ƒ†
‡ˆˆ‹…‹‡…›ƒŽŽ‘™••Š‹’’‡”•–‘ƒƒ‰‡–Š‡•‡ˆƒ…–‘”•ǤŠ‡”‡ˆ‘”‡‰Ž‘„ƒŽ
–”ƒ…ƒ†–”ƒ…‡•›•–‡•ƒ”‡ƒ‡›‡Ž‡‡–‹ƒ›‡ˆˆ‘”––‘‘’–‹‹œ‡
–”ƒ•’‘”–ƒ–‹‘”‘—–‡•Ǥ

Š‡™‡„Ǧ„ƒ•‡†–”ƒ•’‘”–ƒ–‹‘‹ˆ‘”ƒ–‹‘•‡”˜‹…‡•ƒ”‡…‘—’Ž‡†
™‹–Šƒ—–‘ƒ–‹…‹†‡–‹ˆ‹…ƒ–‹‘–‡…Š‘Ž‘‰‹‡•ǡ–Š‹•‹ˆ‘”ƒ–‹‘…ƒ
ƒ—–‘ƒ–‹…ƒŽŽ›‡‡’–Š‡—’Ǧ–‘Ǧ†ƒ–‡‘–Š‡•–ƒ–—•‘ˆƒ•Š‹’‡–
™‹–Š‘—–ƒ›ƒ—ƒŽ‹–‡”˜‡–‹‘Ǥ‡…ƒ—•‡–Š‡‰‡–•‡ƒ””‡ƒŽǦ–‹‡
—’†ƒ–‡•‘‘”†‡”•Š‹’’‹‰•–ƒ–—•ǡ–Š‡•›•–‡…ƒ„‡’”‘ƒ…–‹˜‡‹
’Žƒ‹‰‡š–•–‡’•ƒ†‘–‹ˆ›‹‰ƒ’’”‘’”‹ƒ–‡’ƒ”–‹‡•‘ˆ‹ˆ‘”ƒ–‹‘
•—…Šƒ•’‹…—’”‡“—‡•–•‘”…Žƒ‹••–ƒ–—•ǤŠ‹’‡–•Šƒ˜‡
—’”‡…‡†‡–‡†˜‹•‹„‹Ž‹–›„‡…ƒ—•‡–Š‡ƒŽŽ‘™•ƒ……‡••„›…‘–ƒ‹‡”ǡ
„‹ŽŽ‘ˆŽƒ†‹‰ǡǡ‘”†‡”ǡƒ†‘–Š‡”—„‡”•Ǥ

Collaborative ‘ŽŽƒ„‘”ƒ–‹˜‡–”ƒ•’‘”–ƒ–‹‘ƒƒ‰‡‡–Šƒ•„‡…‘‡’‘••‹„Ž‡„‡…ƒ—•‡‘ˆ
transportation ”‘„—•–™‡„Ǧ‡ƒ„Ž‡†–‡…Š‘Ž‘‰‹‡••—…Šƒ•—•‡‘ˆ–”ƒ•’‘”–ƒ–‹‘ƒ”‡–Ǧ
management ’Žƒ…‡•ˆ‘”…‘ŽŽƒ„‘”ƒ–‹˜‡•Š‹’‡–ƒƒ‰‡‡–ǤŠ‹’’‡”•ƒ†…ƒ””‹‡”•…ƒ
principles
…‘ŽŽƒ„‘”ƒ–‡‘Ž‘ƒ†’Žƒ‹‰ǡ‘’–‹‹œ‡…‘•–•ǡƒ†…‘•‘Ž‹†ƒ–‡•Š‹’‡–•
ˆ‘”Ž‘™‡”‘˜‡”ƒŽŽ–”ƒ•’‘”–ƒ–‹‘…‘•–•Ǥ‡„‡”•‘ˆƒ…‘ŽŽƒ„‘”ƒ–‹˜‡•—’’Ž›
‡–™‘”…ƒ‘’–‹‹œ‡ƒŽŽ‡–™‘”ƒ••‡–••—…Šƒ•„›ƒ–…Š‹‰Ž‘ƒ†•™‹–Š
—Ž–‹…‘’ƒ›‹–‡”ƒŽƒ••‡–•„‡ˆ‘”‡”‡•‘”–‹‰–‘…‘‘…ƒ””‹‡”•Ǥ

Benefits of TMS ‡‡ˆ‹–•‘ˆ‹…Ž—†‡”‡†—…–‹‘‘ˆ‘˜‡”ƒŽŽ–”ƒ•’‘”–ƒ–‹‘…‘•–•„›
”‡†—…‹‰†‡ƒ†Š‡ƒ†‹‰ǡ†‡—””ƒ‰‡ǡƒ††™‡ŽŽ–‹‡•’‡–™ƒ‹–‹‰–‘
Ž‘ƒ†‘”—Ž‘ƒ†Ǥ‘’ƒ‹‡•…ƒƒ‰‰”‡‰ƒ–‡˜‘Ž—‡•„‡–™‡‡Ž‘…ƒ–‹‘•
‘”…‘’ƒ‹‡•–‘”‡†—…‡ˆ”‡‹‰Š–…‘•–•Ǥƒ’ƒ…‹–›’”‘…—”‡‡–”‡†—…‡•
…‘•–˜ƒ”‹ƒ„‹Ž‹–›„›ƒ–‹…‹’ƒ–‹‰†‡ƒ†ƒ†ƒ‹‰„‡––‡”—•‡‘ˆƒŽŽ
‹–‡”ƒŽƒ†…‘–”ƒ…–—ƒŽ–”ƒ•’‘”–ƒ–‹‘”‡•‘—”…‡•Ǥ‹‹‰‘ˆ
…‘—‹…ƒ–‹‘•”‡†—…‡•„‹ŽŽ‹‰‡””‘”•ƒ†‰‹˜‡•‡–™‘”•‘”‡–‹‡
–‘•–”ƒ–‡‰‹…ƒŽŽ›’Žƒ•Š‹’‡–•Ǥ

‰‡‡”ƒŽǡƒ•Š‘—Ž††‘–Š‡ˆ‘ŽŽ‘™‹‰ǣ
i ‹‹‹œ‡–”ƒ•’‘”–ƒ–‹‘…‘•–•Ǥ
i ‘—‹…ƒ–‡™‹–Š…ƒ””‹‡”•ǡ˜‡†‘”•ǡƒ†‘–Š‡”•—•‹‰™‡„Ǧ„ƒ•‡†
–‘‘Ž•Ǥ
i ƒ‡ˆƒ•–‡”ƒ†„‡––‡”–”ƒ•’‘”–ƒ–‹‘†‡…‹•‹‘•Ǥ
i ƒ„Ž‡‹–‡ŽŽ‹‰‡–•‘—”…‹‰†‡…‹•‹‘•„›•Šƒ”‹‰ƒ……—”ƒ–‡ǡ”‡ƒŽǦ–‹‡
…‘•–•Ǥ

© 2016 APICS 1-289 Version 4.0, 2016 Edition

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Module 1: Supply Chain Design

i ‡†—…‡•Š‹’‡–†‡Žƒ›•ˆ”‘’ƒ’‡”™‘”ǡ‡””‘”•ǡ‘”…ƒ’ƒ…‹–›
„‘––Ž‡‡…•Ǥ
i ‡–”ƒŽ‹œ‡‘’‡”ƒ–‹‘•–‘”‡†—…‡ƒ†‹‹•–”ƒ–‹˜‡ƒ†•—’’‘”–…‘•–•Ǥ
i ”‡ƒ–‡†‹•–”‹„—–‡††ƒ–ƒƒ……‡••–‘”‡†—…‡‹ˆ‘”ƒ–‹‘„‘––Ž‡‡…•Ǥ
i …”‡ƒ•‡•—’’Ž›…Šƒ‹˜‹•‹„‹Ž‹–›Ǥ

Topic 4: Data Acquisition and Management
ƒ–ƒƒ…“—‹•‹–‹‘ƒ†…‘—‹…ƒ–‹‘–‘‘Ž•ƒ”‡‡–Š‘†•‘ˆ…‘ŽŽ‡…–‹‰ǡ
•–‘”‹‰ǡƒ†•Šƒ”‹‰†ƒ–ƒƒ‘‰ƒ”‡ƒ•‹–Š‡‘”‰ƒ‹œƒ–‹‘ƒ†™‹–Š
‡„‡”•‘ˆ–Š‡‡š–‡†‡†•—’’Ž›…Šƒ‹ǤŠ‡ˆ‹”•––™‘•—„Œ‡…–•ƒ”‡
‹–‡”ˆƒ…‡†‡˜‹…‡•ƒ††ƒ–ƒ…‘—‹…ƒ–‹‘•‡–Š‘†•Ǥ–‡”ˆƒ…‡†‡˜‹…‡•
ƒ”‡—•‡†–‘‰‡–‘–Š‡”™‹•‡‹…‘’ƒ–‹„Ž‡•›•–‡•–‘™‘”–‘‰‡–Š‡”Ǥƒ–ƒ
…‘—‹…ƒ–‹‘•‡–Š‘†•…ƒ•‘‡–‹‡•ƒŽŽ‘™…‘—‹…ƒ–‹‘•–‘‘……—”
™‹–Š‘—––Š‡‡‡†ˆ‘”‹–‡”ˆƒ…‡†‡˜‹…‡•Ǥ–Š‡”•—„Œ‡…–•‹–Š‹•–‘’‹…‹…Ž—†‡
˜ƒ”‹‘—•–›’‡•‘ˆ†ƒ–ƒ„ƒ•‡•ǡ–Š‡ƒ…“—‹•‹–‹‘ƒ†—•‡‘ˆ†ƒ–ƒǡƒ†–Š‡—•‡‘ˆ
ƒ—–‘ƒ–‹…‹†‡–‹ˆ‹…ƒ–‹‘–‡…Š‘Ž‘‰‹‡•–‘’”‘˜‹†‡•—’’Ž›…Šƒ‹˜‹•‹„‹Ž‹–›Ǥ

Interface –‡”ˆƒ…‡†‡˜‹…‡•ƒ”‡†‡•‹‰‡†–‘–ƒ‡†ƒ–ƒˆ”‘‘‡•‘ˆ–™ƒ”‡•›•–‡
devices ƒ†ˆ‘”ƒ–‹–ˆ‘”†‹”‡…–—•‡‹ƒ‘–Š‡”•›•–‡ƒ†˜‹…‡˜‡”•ƒǤ–‡”ˆƒ…‡
†‡˜‹…‡•ƒ”‡‹–‡†‡†–‘‘˜‡”…‘‡ƒƒŒ‘”‘„•–ƒ…Ž‡–Šƒ–•–ƒ†•‹–Š‡
™ƒ›‘ˆ…”‡ƒ–‹‰˜‹•‹„‹Ž‹–›ƒ†ƒ—–‘ƒ–‡†–”ƒ•ƒ…–‹‘•„‡–™‡‡•—’’Ž›
…Šƒ‹’ƒ”–‡”•ǣ‰‡––‹‰‹…‘’ƒ–‹„Ž‡Šƒ”†™ƒ”‡ƒ†•‘ˆ–™ƒ”‡–‘
…‘—‹…ƒ–‡ƒ—–‘ƒ–‹…ƒŽŽ›ƒ†•‡…—”‡Ž›™‹–Š‘—–‰”‡ƒ–‡š’‡•‡‘”
†‡˜‡Ž‘’‡––‹‡Ǥ

‘‡•‘ˆ–™ƒ”‡•›•–‡•ƒ›„‡‹Š‡”‡–Ž›‹…‘’ƒ–‹„Ž‡‘””‡•‹†‡‘
†‹ˆˆ‡”‡–Šƒ”†™ƒ”‡’Žƒ–ˆ‘”•ǤŠ‡›ƒ›ƒŽ•‘—•‡†‹ˆˆ‡”‡–‘’‡”ƒ–‹‰
•›•–‡•ǡ†ƒ–ƒ„ƒ•‡–›’‡•ǡ‘”…‘’—–‡”Žƒ‰—ƒ‰‡•Ǥ‘‡–‹‡•Ž‡‰ƒ…›
•›•–‡•ƒ›„‡‹˜‘Ž˜‡†–Šƒ–ƒ”‡‘Ž‘‰‡”•—’’‘”–‡†ƒ†ƒ›„‡
˜‹”–—ƒŽŽ›‹’‘••‹„Ž‡–‘‘†‹ˆ›Ǥlegacy system‹•†‡ˆ‹‡†‹–Š‡APICS
DictionaryǡͳͶ–Š‡†‹–‹‘ǡƒ•ˆ‘ŽŽ‘™•ǣ

…‘’—–‡”ƒ’’Ž‹…ƒ–‹‘’”‘‰”ƒ–Šƒ–‹•‘Ž†ƒ†‹–‡”ˆƒ…‡•’‘‘”Ž›
™‹–Š‘–Š‡”ƒ’’Ž‹…ƒ–‹‘„—–‹•–‘‘‡š’‡•‹˜‡–‘”‡’Žƒ…‡Ǥ–‘ˆ–‡”—•
‘ƒ–‹“—ƒ–‡†Šƒ”†™ƒ”‡Ǥ

‘ˆ–™ƒ”‡…ƒŽŽ‡†‹††Ž‡™ƒ”‡‹•‘ˆ–‡—•‡†–‘…”‡ƒ–‡ƒ‹–‡”ˆƒ…‡
„‡–™‡‡–™‘‘”‘”‡‘–Š‡”•‘ˆ–™ƒ”‡•›•–‡•Ǥ

Middleware Middleware‹•Dz•‘ˆ–™ƒ”‡–Šƒ–‹–‡”…‘‡…–•‹…‘’ƒ–‹„Ž‡ƒ’’Ž‹…ƒ–‹‘•
•‘ˆ–™ƒ”‡ƒ††ƒ–ƒ„ƒ•‡•ˆ”‘˜ƒ”‹‘—•–”ƒ†‹‰’ƒ”–‡”•‹–‘†‡…‹•‹‘Ǧ
•—’’‘”––‘‘Ž••—…Šƒ•dzȋAPICS Dictionary,ͳͶ–Š‡†‹–‹‘ȌǤ


© 2016 APICS 1-290 Version 4.0, 2016 Edition

All rights reserved Printed on 100% post-consumer waste recycled paper.
 Section B: Design the Supply Chain

‹††Ž‡™ƒ”‡‹•‡šƒ…–Ž›™Šƒ–‹–•ƒ‡‹’Ž‹‡•ǣ–‹••‘ˆ–™ƒ”‡–Šƒ–•‹–•‹
–Š‡Dz‹††Ž‡dz„‡–™‡‡–™‘ƒ’’Ž‹…ƒ–‹‘•ƒ†‡ƒ„Ž‡•–Š‡–‘
…‘—‹…ƒ–‡™‹–Š‘‡ƒ‘–Š‡”ǤŠ‡ƒ’’Ž‹…ƒ–‹‘•…‘—Ž†„‡™‹–Š‹–Š‡
•ƒ‡…‘’ƒ›‘”ƒ–†‹ˆˆ‡”‡–…‘’ƒ‹‡•ǤŠ‡”‡ƒ”‡†‹ˆˆ‡”‡––›’‡•‘ˆ
‹††Ž‡™ƒ”‡ǡƒ†–Š‡–‡”‹•‘ˆ–‡—•‡†„”‘ƒ†Ž›–‘”‡ˆ‡”–‘ƒ›
–‡…Š‘Ž‘‰›–Šƒ–‡ƒ„Ž‡•…‘—‹…ƒ–‹‘„‡–™‡‡–™‘•›•–‡•Ǥ‘ǡ™Š›
•Š‘—Ž†ƒ•—’’Ž›…Šƒ‹’”‘ˆ‡••‹‘ƒŽ…ƒ”‡ƒ„‘—–‹††Ž‡™ƒ”‡ǫ‡…ƒ—•‡
‹††Ž‡™ƒ”‡Š‡Ž’•–‘‹–‡‰”ƒ–‡–Š‡•—’’Ž›…Šƒ‹ǡ‡ƒ„Ž‡••›•–‡•ƒ†
…‘’ƒ‹‡•–‘•Šƒ”‡‹ˆ‘”ƒ–‹‘ǡ‡Ž‹‹ƒ–‡•†—’Ž‹…ƒ–‡ƒ†‹…‘•‹•–‡–
†ƒ–ƒǡƒ†„”‡ƒ•†‘™‘”‰ƒ‹œƒ–‹‘ƒŽ•‹Ž‘•Ȅ‹•Š‘”–ǡ‹–‡ƒ„Ž‡•–Š‡
‹†‘ˆ‘’–‹‹œ‡†ƒ†…‘ŽŽƒ„‘”ƒ–‹˜‡•—’’Ž›…Šƒ‹–Šƒ––Š‹•…‘—”•‡‹•ƒŽŽ
ƒ„‘—–Ǥ‹††Ž‡™ƒ”‡ƒŽ•‘‡ƒ„Ž‡••‡…—”‡–”ƒ•ƒ…–‹‘•–Š”‘—‰Š
ƒ—–Š‡–‹…ƒ–‹‘ȋ’”‡˜‡–‹‰—ƒ—–Š‘”‹œ‡†—•‡”•ˆ”‘‰ƒ‹‹‰‡–”›Ȍƒ†
ƒ—–Š‘”‹œƒ–‹‘ȋ‡•—”‹‰—•‡”•…ƒ‘Ž›’‡”ˆ‘”ƒ—–Š‘”‹œ‡†–”ƒ•ƒ…–‹‘•
‘”ƒ……‡••–Š‡‹”‘™†ƒ–ƒȌǤ

•‹’Ž‡‡šƒ’Ž‡™‹ŽŽ‹ŽŽ—•–”ƒ–‡–Š‡—•‡‘ˆ‹††Ž‡™ƒ”‡Ǥƒ‰‹‡›‘—ƒ”‡
Šƒ˜‹‰ƒ’ƒ”–›ƒ†™ƒ––‘•‡†‹˜‹–ƒ–‹‘•–‡ŽŽ‹‰’‡‘’Ž‡–Š‡‡›
‹ˆ‘”ƒ–‹‘ǡ‹…Ž—†‹‰–Š‡†ƒ–‡ǡ–‹‡ǡƒ†ƒ††”‡••‘ˆ–Š‡’ƒ”–›Ǥˆ–‡”
›‘—•‡†‘—–›‘—”‹˜‹–ƒ–‹‘ǡ›‘—™‘—Ž†Ž‹‡’‡‘’Ž‡–‘”‡•’‘†™‹–Š
–™‘‡›’‹‡…‡•‘ˆ‹ˆ‘”ƒ–‹‘ǣ™Š‡–Š‡”–Š‡›ƒ”‡…‘‹‰‘”‘–ƒ†Š‘™
ƒ›’‡‘’Ž‡–Š‡›™‹ŽŽ„‡„”‹‰‹‰Ǥ‘™‹ƒ‰‹‡–Š‹•‹•›‘—”ˆ‹”•–™‡‡
ƒ–ƒ‡™‹–‡”ƒ–‹‘ƒŽ•…Š‘‘Žƒ†ƒ›‘ˆ–Š‡’‡‘’Ž‡–Šƒ–›‘—ƒ”‡
‹˜‹–‹‰•’‡ƒƒ†‹ˆˆ‡”‡–Žƒ‰—ƒ‰‡Ǥ‡™ƒ›–‘ƒ……‘’Ž‹•Š›‘—”‰‘ƒŽ‹•
„›ˆ‹†‹‰‘—–ƒŽŽ‘ˆ–Š‡†‹ˆˆ‡”‡–Žƒ‰—ƒ‰‡•–Šƒ–›‘—”‹˜‹–‡‡••’‡ƒƒ†
–Š‡–”ƒ•Žƒ–‹‰›‘—”‹˜‹–ƒ–‹‘™‘”†„›™‘”†‹–‘‡ƒ…Š‘ˆ–Š‡‹”
Žƒ‰—ƒ‰‡•Ǥƒ…Š‘ˆ–Š‡™‹ŽŽ—†‡”•–ƒ†›‘—”‹˜‹–ƒ–‹‘ǡƒ†–Š‡–Š‡›
™‹ŽŽ–”ƒ•Žƒ–‡–Š‡‹””‡•’‘•‡‹–‘›‘—”Žƒ‰—ƒ‰‡ƒ†•‡†‹–„ƒ…–‘›‘—Ǥ
‘–Š‡”’‘••‹„‹Ž‹–›™‘—Ž†„‡–‘—•‡ƒ‘Ž‹‡‹˜‹–ƒ–‹‘•‡”˜‹…‡–Šƒ–
‡˜‡”›‘‡•‹‰•—’ˆ‘”ǤŠ‹••‡”˜‹…‡Šƒ•ƒ•–ƒ†ƒ”†–‡’Žƒ–‡ȋDz–Š‡’ƒ”–›
‹˜‹–ƒ–‹‘–‡’Žƒ–‡dzȌ–Šƒ–›‘—…ƒ—•‡–‘‡–‡”–Š‡‡••‡–‹ƒŽ
‹ˆ‘”ƒ–‹‘ǤŠ‡•‡”˜‹…‡…ƒ–Š‡–”ƒ•Žƒ–‡–Š‹••–ƒ†ƒ”†–‡’Žƒ–‡‹–‘
†‹ˆˆ‡”‡–Žƒ‰—ƒ‰‡•ˆ‘”›‘—”˜ƒ”‹‘—•‰—‡•–•Ǥ‘—”ˆ”‹‡†•…ƒ‡–‡”–Š‡‹”
”‡•’‘•‡‹–‘ƒ•–ƒ†ƒ”†”‡•’‘•‡–‡’Žƒ–‡‹–Š‡‹”‘™Žƒ‰—ƒ‰‡ǡƒ†
–Šƒ–‹ˆ‘”ƒ–‹‘™‹ŽŽ„‡–”ƒ•‹––‡†–‘›‘—‹›‘—”Žƒ‰—ƒ‰‡Ǥ

•›‘—…ƒ‰—‡••ǡ–Š‡ˆ‹”•–‡–Š‘†™‹ŽŽ„‡–Š‡‘•––‹‡Ǧ…‘•—‹‰ƒ†
‡š’‡•‹˜‡ˆ‘”›‘—ǡ„—–‹–™‹ŽŽƒŽŽ‘™›‘—–‘’‡”•‘ƒŽ‹œ‡›‘—”‹˜‹–ƒ–‹‘•ǡ
ƒ†›‘—™‹ŽŽŠƒ˜‡–Š‡ƒ„‹Ž‹–›–‘‹…Ž—†‡ƒ›‹ˆ‘”ƒ–‹‘–Šƒ–›‘—™ƒ–Ǥ
”‘ƒ‹††Ž‡™ƒ”‡’‡”•’‡…–‹˜‡ǡ–Š‡ˆ‹”•–‡–Š‘††‡•…”‹„‡†™‘—Ž†„‡
…ƒŽŽ‡††ƒ–ƒǦ‘”‹‡–‡†‹††Ž‡™ƒ”‡Ǥ


© 2016 APICS 1-291 Version 4.0, 2016 Edition

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Module 1: Supply Chain Design

Data-oriented middleware
ƒ–ƒǦ‘”‹‡–‡†‹††Ž‡™ƒ”‡‹˜‘Ž˜‡•Žƒ”‰‡•›•–‡Ǧ–‘Ǧ•›•–‡Ž‹ƒ‰‡•
–Šƒ–”‡“—‹”‡‡š–‡•‹˜‡…—•–‘‹œƒ–‹‘Ǥƒ…Š…‘‡…–‹‘—•—ƒŽŽ›”‡“—‹”‡•
ƒ‰”‡ƒ–†‡ƒŽ‘ˆ…‘ˆ‹‰—”ƒ–‹‘ǡƒ•‡ƒ…Š•Šƒ”‡††ƒ–ƒˆ‹‡Ž†—•–„‡ƒ’’‡†
‘—–Ǥˆ–™‘…‘’ƒ‹‡•™ƒ––Š‡‹”•›•–‡•–‘dz–ƒŽdz–‘‡ƒ…Š‘–Š‡”ǡ–Š‡›
…ƒƒ’–Š‡ˆ‹‡Ž†•‘‡„›‘‡ǤŠ‡‘‡•›•–‡•‡†•‹ˆ‘”ƒ–‹‘
™‹–ŠƒDz’”‘†—…–—„‡”dz–Š‡”‡…‡‹˜‹‰•›•–‡‘™•–Šƒ–Dz’”‘†—…–
—„‡”dz‹•™Šƒ–‹–…ƒŽŽ•Dz ‹‹•Š‡†
‘‘†͓Ǥdz–™‹ŽŽ™‘”–‘–‹‡–Š‘•‡
–™‘ƒ’’Ž‹…ƒ–‹‘•–‘‰‡–Š‡”ǡ„—–‹ˆ›‘—†‡…‹†‡›‘—‘™™ƒ––‘Ž‹–‘ƒ
–Š‹”†ƒ’’Ž‹…ƒ–‹‘ǡ›‘—™‹ŽŽŠƒ˜‡–‘•–ƒ”–ˆ”‘•…”ƒ–…ŠǤ

’Ž‡‡–‹‰†ƒ–ƒǦ‘”‹‡–‡†‹††Ž‡™ƒ”‡‹•ƒŽƒ„‘”Ǧ‹–‡•‹˜‡’”‘…‡••
–Šƒ–™‹ŽŽ”‡•—Ž–‹‡ˆˆ‡…–‹˜‡ƒ†ˆƒ•–…‘—‹…ƒ–‹‘•ǡ„—––Š‡’”‘…‡••
ƒ›‡‡†–‘„‡”‡’‡ƒ–‡†‘–‘Ž›–‘ƒ††ƒ‡™•‘ˆ–™ƒ”‡•›•–‡„—–
ƒŽ•‘ƒˆ–‡”—’‰”ƒ†‡•ǤŠ‡”‡ˆ‘”‡ǡ–Š‹•‹††Ž‡™ƒ”‡‘’–‹‘‹•‡š’‡•‹˜‡ƒ†
ƒ›‘–’”‘˜‹†‡Ž‘‰Ǧ–‡”„‡‡ˆ‹–•Ǥ

”‡Žƒ–‡†ƒ’’”‘ƒ…Š–‘†ƒ–ƒǦ‘”‹‡–‡†‹††Ž‡™ƒ”‡‹•…—•–‘Ž‹ƒ‰‡•ǡ
™Š‹…Šƒ”‡…—•–‘’”‘‰”ƒ‡††ƒ–ƒǦ‘”‹‡–‡†Ž‹•–Šƒ–ƒ”‡†‡˜‡Ž‘’‡†
ˆ”‘•…”ƒ–…Š”ƒ–Š‡”–Šƒ—•‹‰‹††Ž‡™ƒ”‡•‘ˆ–™ƒ”‡ƒ•ƒ–‡’Žƒ–‡Ǥ
—•–‘Ž‹ƒ‰‡•…‘—Ž†„‡Ž‡••‡š’‡•‹˜‡–Šƒ’—”…Šƒ•‹‰ƒ†
…‘ˆ‹‰—”‹‰ƒ†ƒ–ƒǦ‘”‹‡–‡†‹††Ž‡™ƒ”‡’ƒ…ƒ‰‡‘”…ƒ„‡—•‡†™Š‡
‘’ƒ…ƒ‰‡‹•ƒ…Ž‘•‡‡‘—‰Šˆ‹–ˆ‘”–Š‡ƒ’’Ž‹…ƒ–‹‘•Ǥ‘™‡˜‡”ǡ–Š‡”‡
ƒ›„‡•‹–—ƒ–‹‘•‹™Š‹…Š–Š‹•’”‘…‡••‹••–‹ŽŽŽ‡••‡š’‡•‹˜‡–Šƒ—•‡
‘ˆ’”‘…‡••Ǧ‘”‹‡–‡†‹††Ž‡™ƒ”‡Ǥ

Process-oriented middleware
‘–Š‡”ƒ’’”‘ƒ…Š–‘‹††Ž‡™ƒ”‡‹•”‡ˆ‡””‡†–‘ƒ•’”‘…‡••Ǧ‘”‹‡–‡†
‹††Ž‡™ƒ”‡ǡ‘”„—•‹‡••’”‘…‡••ƒƒ‰‡‡–ȋȌ•‘ˆ–™ƒ”‡Ǥ

Š‡APICS DictionaryǡͳͶ–Š‡†‹–‹‘ǡ†‡ˆ‹‡•business process
management (BPM)ƒ•ˆ‘ŽŽ‘™•ǣ

„—•‹‡••†‹•…‹’Ž‹‡‘”ˆ—…–‹‘–Šƒ–—•‡•„—•‹‡••’”ƒ…–‹…‡•ǡ
–‡…Š‹“—‡•ǡƒ†‡–Š‘†•–‘…”‡ƒ–‡ƒ†‹’”‘˜‡„—•‹‡••’”‘…‡••‡•Ǥ
‹•ƒŠ‘Ž‹•–‹…ƒ’’”‘ƒ…Š–‘–Š‡—•‡‘ˆƒ’’”‘’”‹ƒ–‡’”‘…‡••Ǧ”‡Žƒ–‡†
„—•‹‡••†‹•…‹’Ž‹‡•–‘‰ƒ‹„—•‹‡••’‡”ˆ‘”ƒ…‡‹’”‘˜‡‡–•
ƒ…”‘••–Š‡‡–‡”’”‹•‡‘”•—’’Ž›…Šƒ‹Ǥ–’”‘‘–‡•„—•‹‡••
‡ˆˆ‡…–‹˜‡‡••ƒ†‡ˆˆ‹…‹‡…›™Š‹Ž‡•–”‹˜‹‰ˆ‘”‹‘˜ƒ–‹‘ǡˆŽ‡š‹„‹Ž‹–›ǡ
ƒ†‹–‡‰”ƒ–‹‘™‹–Š–‡…Š‘Ž‘‰›Ǥ‘•–’”‘…‡••‹’”‘˜‡‡–
†‹•…‹’Ž‹‡•‘”ƒ…–‹˜‹–‹‡•…ƒ„‡…‘•‹†‡”‡†ƒ•Ǥ

Š‹•‹•™Š‡”‡‡ƒ…Šƒ’’Ž‹…ƒ–‹‘ƒ’•–‘ƒ•–ƒ†ƒ”†’”‘…‡••Ǥ ‘”
‡šƒ’Ž‡ǡ™Šƒ–‘‡…ƒŽŽ•Dz’ƒ”–›†ƒ–‡dzƒ†ƒ‘–Š‡”…ƒŽŽ•Dz†ƒ›‘ˆ’ƒ”–›dz

© 2016 APICS 1-292 Version 4.0, 2016 Edition

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 Section B: Design the Supply Chain

ƒ”‡„‘–Šƒ’’‡†–‘Dz‡˜‡–†ƒ–‡dz‹–Š‡•–ƒ†ƒ”†’”‘…‡••ǤŠ‹•…ƒ„‡
—…ŠŽ‡••‡š’‡•‹˜‡„‡…ƒ—•‡‹ˆ†‡ƒŽ‹‰™‹–Š—Ž–‹’Ž‡…‘’ƒ‹‡•™‹–Š
†‹ˆˆ‡”‡–•›•–‡•ȋ‘”—Ž–‹’Ž‡’ƒ”–›‹˜‹–‡‡•™Š‘•’‡ƒ†‹ˆˆ‡”‡–
Žƒ‰—ƒ‰‡•Ȍ‡••ƒ‰‡•Šƒ˜‡„‡–‘Dz–”ƒ•Žƒ–‡†dz‘Ž›‘‡–‹‡Ǥ

”‘…‡••Ǧ‘”‹‡–‡†‹††Ž‡™ƒ”‡‹••ƒ”–‹††Ž‡™ƒ”‡ǤŠ‡Ž‹‡†„—•‹‡••‡•
ˆ‹”•–ƒ’–Š‡‹”’”‘…‡••‡•Ǣ–Š‡–Š‡’”‘…‡••Ǧ‘”‹‡–‡†‹††Ž‡™ƒ”‡”—•–Š‡
’”‘…‡••‡•ƒ†•‡†•–Š‡†ƒ–ƒ–‘–Š‡”‡Ž‡˜ƒ–•›•–‡•ƒ•†‹…–ƒ–‡†„›–Š‡
’”‘…‡••ƒ’Ǥ…‡–Š‡’”‘…‡••‹•ƒ’’‡†‘—–ǡ†‹ˆˆ‡”‡–…‘’ƒ‹‡•™‹–Š
˜ƒ”‹‘—•–›’‡•‘ˆǡŽ‡‰ƒ…›ǡƒ†„‡•–Ǧ‘ˆǦ„”‡‡†ƒ’’Ž‹…ƒ–‹‘•…ƒƒ’’Ž›–Š‡
’”‘…‡••ƒ’–‘–Š‡‹”•›•–‡•ƒ†…‘—‹…ƒ–‡‡ˆˆ‡…–‹˜‡Ž›™‹–Š‘—–
”‡’Žƒ…‹‰‘”ƒ––‡’–‹‰–‘ƒ‡•›•–‡•…‘‰”—‘—•Ǥƒ•‹…ƒŽŽ›ǡ’”‘…‡••Ǧ
‘”‹‡–‡†‹††Ž‡™ƒ”‡ƒƒ‰‡•‡–‹”‡…‘˜‡”•ƒ–‹‘•”ƒ–Š‡”–Šƒ‹†‹˜‹†—ƒŽ
†ƒ–ƒǤ–”‡“—‹”‡•„—•‹‡••‡•–‘ˆ‘…—•‘’”‘…‡••‡•ƒ†Šƒ•–Š‡”‡ˆ‘”‡Šƒ†ƒ
•‹†‡„‡‡ˆ‹–‘ˆ’”‘…‡•••‹’Ž‹ˆ‹…ƒ–‹‘Ǥ

”‘…‡••Ǧ‘”‹‡–‡†‹††Ž‡™ƒ”‡
i
‹˜‡•—Ž–‹’Ž‡•›•–‡•ƒ…‘‘…‘—‹…ƒ–‹‘‡–Š‘†
i ……‘‘†ƒ–‡•—Ž–‹’Ž‡’”‘–‘…‘Ž•ƒ†‡••ƒ‰‹‰•–ƒ†ƒ”†•
i –‡‰”ƒ–‡•…‘‡”…‹ƒŽ•‘ˆ–™ƒ”‡ƒ†Ž‡‰ƒ…›•›•–‡•—•‹‰•–ƒ†ƒ”†
–‘‘Ž•
i ––ƒ…Š‡•‡ƒ•‹Ž›–‘‡š‹•–‹‰‹††Ž‡™ƒ”‡ȋƒ†–Š‡‹”‹–‡‰”ƒ–‡†•›•–‡•Ȍ
i ††•ˆŽ‡š‹„‹Ž‹–›–‘–Š‡‹–‡”ƒ…–‹‘•„‡–™‡‡‘†—Ž‡•ƒ†•›•–‡•
i ‡…‘”†•–”ƒ•ƒ…–‹‘•…‡–”ƒŽŽ›‹ƒ†ƒ–ƒ™ƒ”‡Š‘—•‡ǡ’”‘˜‹†‹‰
˜‹•‹„‹Ž‹–›
i ‘‡•‘–”‡“—‹”‡‡™…‘†‡ˆ‘”‡ƒ…Š‡™•›•–‡ǡ—Ž‹‡†ƒ–ƒǦ‘”‹‡–‡†
‹††Ž‡™ƒ”‡Ǥ

–Š‡”ˆ‡ƒ–—”‡•‘ˆ’”‘…‡••Ǧ‘”‹‡–‡†‹††Ž‡™ƒ”‡‹…Ž—†‡–Š‡ˆ‘ŽŽ‘™‹‰ǣ
i ‹”‡™ƒŽŽ„‡–™‡‡’ƒ”–‡”•
i —•–‘‹œ‡†’”‘…‡••‡•ˆ‘”‡ƒ…Š’ƒ”–‡”
i –‡”ƒŽ‹–‡‰”ƒ–‹‘’”‡…‡†‡•‡š–‡”ƒŽŽ‹•
i –‡‰”ƒ–‡•™‹–Šƒ—–‘ƒ–‹…‹†‡–‹ˆ‹…ƒ–‹‘–‡…Š‘Ž‘‰‹‡•

‹•ƒ†˜ƒ–ƒ‰‡•‘ˆ’”‘…‡••Ǧ‘”‹‡–‡†‹††Ž‡™ƒ”‡ƒ”‡–Šƒ–‹–ƒ›‘–„‡ƒ•
•‹’Ž‡–‘‹–‡‰”ƒ–‡™‹–Š‡š‹•–‹‰•›•–‡•ƒ•ƒ†˜‡”–‹•‡†ƒ††‹ˆˆ‡”‡–
’”‘…‡••Ǧ‘”‹‡–‡†‹††Ž‡™ƒ”‡‹–Š‡•ƒ‡•—’’Ž›…Šƒ‹ƒ›„‡…‘’Ž‡š
–‘‹–‡‰”ƒ–‡Ǥ

Data ƒ–ƒ…‘—‹…ƒ–‹‘•‡–Š‘†•ƒ”‡–Š‡…‘’—–‡”Žƒ‰—ƒ‰‡•ƒ†
communica- ‡–Š‘†‘Ž‘‰‹‡•–Šƒ–‡ƒ„Ž‡‹–‡”ˆƒ…‡†‡˜‹…‡•–‘ˆ—…–‹‘‘”–Šƒ–‡ƒ„Ž‡
tions methods …‘—‹…ƒ–‹‘•–‘‘……—”„‡–™‡‡•›•–‡•™‹–Š‘—–ƒ›‹–‡”ˆƒ…‡•ǡ
ƒ••—‹‰–Š‡•›•–‡•ƒ”‡—•‹‰…‘’ƒ–‹„Ž‡†ƒ–ƒ…‘—‹…ƒ–‹‘•‡–Š‘†•Ǥ

© 2016 APICS 1-293 Version 4.0, 2016 Edition

All rights reserved Printed on 100% post-consumer waste recycled paper.
Module 1: Supply Chain Design

†‡ƒŽŽ›ǡ…‘—‹…ƒ–‹‘•„‡–™‡‡•—’’Ž›…Šƒ‹’ƒ”–‡”•Šƒ˜‡–™‘ˆ‡ƒ–—”‡•ǣ
–Š‡›ƒ”‡‡ƒ•›–‘Ž‹‘”—Ž‹ǡƒ†™Š‡Ž‹‡†ǡ–Š‡›ƒ”‡–‹‰Š–Ž›‹–‡‰”ƒ–‡†Ǥ
Š‡‘”‡–‹‰Š–Ž›‹–‡‰”ƒ–‡†–Š‡…‘—‹…ƒ–‹‘•ƒ”‡„‡–™‡‡•—’’Ž›…Šƒ‹
’ƒ”–‡”•ǡ–Š‡‘”‡–Š‡•—’’Ž›…Šƒ‹…ƒƒ…–ƒ•–Š‘—‰Š‹–™‡”‡ƒ˜‹”–—ƒŽ
‘”‰ƒ‹œƒ–‹‘ǤŠ‡˜ƒŽ—‡‘ˆ…‘—‹…ƒ–‹‘•‡–Š‘†•–Šƒ–‡ƒ„Ž‡‡ˆˆ‹…‹‡–
‹–‡”„—•‹‡••Ž‹•†‡’‡†•‘Š‘™„—•‹‡••‡•ƒ‡—•‡‘ˆ–Š‡†ƒ–ƒǤˆ
–Š‡›ƒƒ‰‡–Š‡’”‘…‡••’”‘’‡”Ž›ǡ–Š‡›…ƒ‹…”‡ƒ•‡–Š‡˜‹•‹„‹Ž‹–›ƒ†
ƒ……—”ƒ…›‘ˆ‹ˆ‘”ƒ–‹‘ǡ•’‡‡†–”ƒ•ƒ…–‹‘•ǡƒ†”‡†—…‡†—’Ž‹…ƒ–‹‘‘ˆ
‡ˆˆ‘”–•ǤŠ‡•‡‡ˆˆ‹…‹‡…‹‡•…ƒ”‡†—…‡…›…Ž‡–‹‡•ǡ‹˜‡–‘”‹‡•ǡƒ†…ƒ’‹–ƒŽ
‡š’‡•‡•ƒ†‹…”‡ƒ•‡ƒ†…—•–‘‡”•‡”˜‹…‡Ǥ

Electronic data Electronic data transfer (EDT)”‡ˆ‡”•–‘ƒ›–”ƒ•ˆ‡”‘ˆ‹ˆ‘”ƒ–‹‘
transfer (EDT) —•‹‰‡Ž‡…–”‘‹…‡ƒ•Ǥ”‹‰‹ƒŽŽ›ǡ…‘—Ž†–ƒ‡’Žƒ…‡‘Ž›–Š”‘—‰Š
’”‘’”‹‡–ƒ”›electronic data interchange (EDI)ƒ†‡Ž‡…–”‘‹…ˆ—†•
–”ƒ•ˆ‡”ȋ ȌǤ‹•Dz–Š‡’ƒ’‡”Ž‡••ȋ‡Ž‡…–”‘‹…Ȍ‡š…Šƒ‰‡‘ˆ–”ƒ†‹‰
†‘…—‡–•ǡ•—…Šƒ•’—”…Šƒ•‡‘”†‡”••Š‹’‡–ƒ—–Š‘”‹œƒ–‹‘•ǡ
ƒ†˜ƒ…‡†•Š‹’‡–‘–‹…‡•ǡƒ†‹˜‘‹…‡•ǡ—•‹‰•–ƒ†ƒ”†‹œ‡††‘…—‡–
ˆ‘”ƒ–•dzȋAPICS DictionaryǡͳͶ–Š‡†‹–‹‘ȌǤŠ‡•‡•›•–‡•™‡”‡‡ˆˆ‡…–‹˜‡
‹•‡†‹‰†ƒ–ƒ„‡–™‡‡–™‘Ž‘…ƒ–‹‘•‹ˆ‡ƒ…ŠŽ‘…ƒ–‹‘™ƒ••‡–—’—•‹‰
–Š‡•ƒ‡•–ƒ†ƒ”†•Ǥ‹•–”‹„—–‡†ǡ‘’‡•–ƒ†ƒ”†•ˆ‘”…‘„‹‡†™‹–Š
–Š‡”‡ƒ…Š‘ˆ–Š‡‹–‡”‡–Šƒ˜‡‡ƒ„Ž‡†—…Š‘”‡ˆŽ—‹†–”ƒ•ˆ‡”•Ǥ
—†•–”ƒ•ˆ‡”•Šƒ˜‡–Š‡‹”‘™•–ƒ†ƒ”†•ƒ†ƒ”‡‡…‡••ƒ”‹Ž›˜‡”›
”‡•–”‹…–‡†Ǥȋ ‹•‹’‘”–ƒ–ˆ‘”•—’’Ž›…Šƒ‹’ƒ›‡–•„—–‹•‘—–•‹†‡
–Š‡•…‘’‡‘ˆ–Š‹•–‡š–ǤȌ

Web and wireless business EDT
‹•’”‹ƒ”‹Ž›’‡”ˆ‘”‡†‘˜‡”–Š‡‹–‡”‡––‘†ƒ›ǡ„—––Šƒ–†‘‡•‘–
Ž‹‹–‹––‘–”ƒ•‹••‹‘•„‡–™‡‡…‘’—–‡”•Ǥ‹”‡Ž‡••ƒ†…‡ŽŽ—Žƒ”
†‡˜‹…‡•‡š–‡†–Š‡”‡ƒ…Š‘ˆ–Š‡‹–‡”‡–Ǥ›•–‡••—…Šƒ•…”‡ƒ–‡
‡˜‡–Ǧ„ƒ•‡†‡š…‡’–‹‘•ƒ†•‡†–Š‡–‘‡’Ž‘›‡‡•”‡‰ƒ”†Ž‡••‘ˆ–Š‡‹”
Ž‘…ƒ–‹‘Ǥ‡™•‘ˆ–™ƒ”‡•‡Ž‡…–‡†•Š‘—Ž†–ƒ‡–Š‡•‡…‡ŽŽ—Žƒ”†‡˜‹…‡‡‡†•
‹–‘ƒ……‘—–„›’”‘˜‹†‹‰ˆƒ•–ǡ•‹’Ž‡†ƒ–ƒ–”ƒ•ˆ‡”•‹•‡ŽˆǦ…‘–ƒ‹‡†
•ƒŽŽ’ƒ…‡–•–Šƒ–‡‡’†ƒ–ƒ‹–‡””—’–‹‘•ˆ”‘…‘””—’–‹‰–Š‡†ƒ–ƒǤ
Ž•‘ǡ„‡…ƒ—•‡™‹”‡Ž‡••–”ƒ•‹••‹‘•ƒ”‡‡ƒ•‹‡”–‘‹–‡”…‡’–ǡ†ƒ–ƒ
•‡…—”‹–›‹•ƒ’”‹‡…‘•‹†‡”ƒ–‹‘Ǥ

EDI data standards †ƒ–ƒ•–ƒ†ƒ”†•‹…Ž—†‡‹–‡”ƒ–‹‘ƒŽŽ›ƒ‰”‡‡†Ǧ—’‘’”‘–‘…‘Ž•ˆ‘”
–”ƒ•‹––‹‰†ƒ–ƒ„‡–™‡‡•‡†‹‰ƒ†”‡…‡‹˜‹‰…‘’ƒ‹‡•Ǥ–‹•ƒ
‡š–”ƒ‡–ȋ‘—–•‹†‡‘ˆ–Š‡‡–‡”’”‹•‡Ȍ’”‘–‘…‘Ž‹™Š‹…Š–Š‡†ƒ–ƒƒ”‡
…‘˜‡”–‡†ˆ”‘–Š‡•‡†‹‰•›•–‡ǯ•ƒ–‹˜‡ˆ‘”ƒ–‹–‘ƒ†ǡ‘…‡
”‡…‡‹˜‡†ǡƒ”‡…‘˜‡”–‡†‹–‘–Š‡”‡…‡‹˜‹‰•›•–‡ǯ•ˆ‘”ƒ–Ǥ‹•ƒ
…‘‘‡–Š‘†‘ˆ…‘‡…–‹‰•›•–‡•–Šƒ–†‘‘–”—–Š‡•ƒ‡
ƒ’’Ž‹…ƒ–‹‘•‘”•›•–‡•Ǥ

© 2016 APICS 1-294 Version 4.0, 2016 Edition

All rights reserved Printed on 100% post-consumer waste recycled paper.
 Section B: Design the Supply Chain

‘–‡–Šƒ–‹•ƒ–›’‡‘ˆ‹††Ž‡™ƒ”‡…ƒŽŽ‡†…‘–‡–ǦŽ‡˜‡Ž‹††Ž‡™ƒ”‡Ǥ
‘–‡–ǦŽ‡˜‡Ž‹††Ž‡™ƒ”‡•’‡…‹ˆ‹‡•ƒ•Šƒ”‡†ˆ‘”ƒ–ˆ‘”•–ƒ†ƒ”†ˆ‘”•
ƒ†‡ƒ…Š‘ˆ–Š‡†ƒ–ƒˆ‹‡Ž†•ǤŠ‡’ƒ”–‹‡•‹˜‘Ž˜‡†—•–ƒ‰”‡‡—’‘ƒ
•Šƒ”‡†ˆ‘”ƒ––Šƒ–™‹ŽŽ„‡—•‡†Ǥƒ…Šƒ›‡‡†–‘–”ƒ•Žƒ–‡–Š‡‹”†ƒ–ƒ
ȋ‡Ǥ‰Ǥǡ—•‹‰†ƒ–ƒǦ‘”‹‡–‡†‹††Ž‡™ƒ”‡Ȍ–‘™‘”™‹–Š–Š‹•…‘‘ˆ‘”ƒ–Ǥ
Š‹Ž‡–Š‹••‘—†•Ž‹‡’”‘…‡••Ǧ‘”‹‡–‡†‹††Ž‡™ƒ”‡ǡ…‘–‡–ǦŽ‡˜‡Ž
‹††Ž‡™ƒ”‡‹•Ž‡•••‘’Š‹•–‹…ƒ–‡†Ǥ‹•‘”‡Ž‹‡ƒ‡Ž‡…–”‘‹…˜‡”•‹‘‘ˆ
•‡†‹‰•‘‡‘‡ƒ’ƒ’‡”‹˜‘‹…‡‘”‘–Š‡”†‘…—‡–™‹–Š‘—–”‡“—‹”‹‰
†ƒ–ƒ”‡‡–”›ǡ™Š‹Ž‡’”‘…‡••Ǧ‘”‹‡–‡†‹††Ž‡™ƒ”‡‹•‘”‡‘ˆƒ‡–Š‘†‘ˆ
ƒ—–‘ƒ–‹‰—Ž–‹’Ž‡•›•–‡‹–‡”ƒ…–‹‘•Ǥ

‡••ƒ‰‡•…ƒ„‡•‡––Š”‘—‰Šƒ’”‹˜ƒ–‡‡–™‘”ˆ‘”ƒ†‹”‡…–…‘’—–‡”Ǧ–‘Ǧ
…‘’—–‡”Ž‹„‡–™‡‡–™‘†ƒ–ƒ„ƒ•‡•ǤŠ‹Ž‡’”‹˜ƒ–‡‡–™‘”•—•‡†–‘„‡
–Š‡‘Ž›‡–Š‘†‘ˆ•‡†‹‰‡••ƒ‰‡•ǡ™‡„Ǧ„ƒ•‡†Šƒ†Ž‡••—…Š
‡••ƒ‰‡•ƒ–ƒˆ”ƒ…–‹‘‘ˆ–Š‡•‡–—’…‘•–Ǥ‘™‡˜‡”ǡ—†‡”‡‹–Š‡”‡–Š‘†ǡ
”‡“—‹”‡•–Šƒ–•’‡…‹ƒŽ•‘ˆ–™ƒ”‡ȋ’”‘’”‹‡–ƒ”›•‘ˆ–™ƒ”‡‘”•‘‡–›’‡‘ˆ
‹††Ž‡™ƒ”‡Ȍ„‡‹•–ƒŽŽ‡†ƒ–‡ƒ…Š‡†‘ˆ–Š‡–”ƒ•ƒ…–‹‘‘”–Šƒ–ƒ–Š‹”†
’ƒ”–›ƒƒ‰‡–Š‡–”ƒ•ƒ…–‹‘Ǥƒ›‘ˆˆǦ–Š‡Ǧ•Š‡Žˆƒ’’Ž‹…ƒ–‹‘•ǡ
•›•–‡•ǡƒ†‹–‡”‡–ƒ”‡–’Žƒ…‡•Šƒ˜‡‡–‡”‡†–Š‹•ƒ”‡ƒǤ ‘”ƒˆ‡‡ǡ–Š‡
’”‘…‡••‘”‡•—”‡•”‡Ž‹ƒ„Ž‡–”ƒ•ˆ‡”•‹ƒ’”‘’‡”ˆ‘”ƒ–Ǥ

–‡”‡–Ǧ„ƒ•‡†•–ƒ†ƒ”†••—…Šƒ•™‡„•‡”˜‹…‡•ǡǡƒ† ƒ˜ƒŠƒ˜‡
…ŠƒŽŽ‡‰‡†ǯ•’”‘‹‡…‡ǡ„—–”‡ƒ‹•ƒ…‘‘‡–Š‘†‘ˆ
…‘‡…–‹‰•—’’Ž›…Šƒ‹•ˆ‘”„ƒ•‹…–”ƒ•ƒ…–‹‘•Ǥ
‹ƒ–…‘’ƒ‹‡•Šƒ˜‡
„‡‡ƒ„Ž‡–‘†‹…–ƒ–‡–Š‡—•‡‘ˆ–‘–Š‡‹”•—’’Ž‹‡”•ǡƒ†—•‡‘ˆ™‡„Ǧ
„ƒ•‡†Šƒ•Š‡Ž’‡†•—•–ƒ‹„›Ž‘™‡”‹‰…‘•–•Ǥ‘™‡˜‡”ǡ…‘‘
†ƒ–ƒ‡š…Šƒ‰‡†‹•‰‡‡”ƒŽŽ›˜‡”›„ƒ•‹…ƒ†‹…Ž—†‡•–Š‹‰••—…Šƒ•
…—•–‘‡”‘”†‡”•ǡ•ǡƒ†‹˜‘‹…‡•Ȅƒ‡šƒ’Ž‡‘ˆ–Š‡ˆ‘”ƒ––‹‰…ƒ
„‡˜‹‡™‡†‹‘—”‘Ž‹‡‡•‘—”…‡‡–‡”Ǥ‡…ƒ—•‡‘ˆ–Š‡‡š’‡•‡‘ˆ
‹’Ž‡‡–‹‰ǡ–Š‡ˆƒ…––Šƒ–‹–‘ˆ–‡‡‡†•–‘„‡„ƒ–…Š’”‘…‡••‡†ǡƒ†
–Š‡‡‡†–‘ƒ‰”‡‡‘‘‡‘ˆ–Š‡˜ƒ”‹‘—•†ƒ–ƒˆ‘”ƒ–•ǡ™‡„•‡”˜‹…‡•Ǧ
„ƒ•‡†‘ˆˆ‡”‹‰•ƒ”‡‰ƒ‹‹‰‘ˆ‘”•—’’Ž›…Šƒ‹ƒƒ‰‡‡–Ǥƒ›‘ˆ
–Š‡‘”‡…‘’Ž‡š‡••ƒ‰‹‰”‡“—‹”‡‡–•‹˜‘Ž˜‡†‹•—’’Ž›…Šƒ‹
ƒƒ‰‡‡–•—…Šƒ•ƒ”‡–‘‘…‘’Ž‡šƒ†–‘‘‡š’‡•‹˜‡–‘
‹’Ž‡‡–™‹–ŠǤ

‡™ƒ›–‘‰‡–‘”‡‘—–‘ˆ™‹–Š‘—––Š‡…‘’Ž‡š‹–›‹•–‘—•‡ƒ˜ƒŽ—‡Ǧ
ƒ††‡†‡–™‘”ǤŠ‡APICS DictionaryǡͳͶ–Š‡†‹–‹‘ǡ†‡ˆ‹‡•value-added
network (VAN)ƒ•Dzƒ‡–™‘”ǡ‘ˆ–‡•—’’‘”–‹‰ǡ’”‘˜‹†‹‰•‡”˜‹…‡•
ƒ††‹–‹‘ƒŽ–‘–Š‘•‡’”‘˜‹†‡†„›…‘‘…ƒ””‹‡”•Ǥdz

Web services Š‡APICS DictionaryǡͳͶ–Š‡†‹–‹‘ǡ†‡ˆ‹‡•web services•‹’Ž›ƒ•
Dz•‡”˜‹…‡•–Šƒ–ƒ”‡’”‘˜‹†‡†„›–Š‹”†’ƒ”–‹‡•˜‹ƒ–Š‡‹–‡”‡–Ǥdz‡„

© 2016 APICS 1-295 Version 4.0, 2016 Edition

All rights reserved Printed on 100% post-consumer waste recycled paper.
Module 1: Supply Chain Design

•‡”˜‹…‡•ƒ”‡’‘”–‹‘•‘ˆ•‘ˆ–™ƒ”‡ƒ’’Ž‹…ƒ–‹‘•‘”‹–‡”ˆƒ…‡†‡˜‹…‡•–Šƒ–
ƒ”‡„—‹Ž––‘„‡‹–‡”…Šƒ‰‡ƒ„Ž‡Dz„—‹Ž†‹‰„Ž‘…•dz–Šƒ–…ƒƒŽŽ™‘”
–‘‰‡–Š‡”•‘–Šƒ–‘”‰ƒ‹œƒ–‹‘•…ƒ—’‰”ƒ†‡‘”…Šƒ‰‡‘‡ƒ•’‡…–‘ˆ–Š‡
•‘ˆ–™ƒ”‡™‹–Š‘—–‡‡†‹‰–‘”‡’Žƒ…‡‘””‡’”‘‰”ƒƒŽŽ‘ˆ–Š‡‘–Š‡”’ƒ”–•
‘ˆ–Š‡•‘ˆ–™ƒ”‡Ǥ

—’’Ž›…Šƒ‹™‡„•‡”˜‹…‡•‹‰Š–‹…Ž—†‡’—”…Šƒ•‡‘”†‡”—„‡”ǡ
’—”…Šƒ•‡‘”†‡”•–ƒ–—•ǡ‹–‡“—ƒ–‹–›ƒ˜ƒ‹Žƒ„Ž‡ǡƒ†‹–‡“—ƒ–‹–›†—‡
†ƒ–‡Ǥ‡„•‡”˜‹…‡•ƒ‡—•‡‘ˆƒŽŽ‘ˆ–Š‡•’‡…‹ˆ‹…†ƒ–ƒ‡Ž‡‡–•
…‘–ƒ‹‡†‹‡š‹•–‹‰†ƒ–ƒ„ƒ•‡•–Šƒ–ƒ”‡ƒ†‡ƒ˜ƒ‹Žƒ„Ž‡ˆ‘”•Šƒ”‹‰
„‡–™‡‡•’‡…‹ˆ‹…•—’’Ž›…Šƒ‹’ƒ”–‡”•—•‹‰†‹ˆˆ‡”‡–•›•–‡•Ǥ•—•‡†
‹„—•‹‡••Ǧ–‘Ǧ„—•‹‡••ȋʹȌ’”‘…‡••‡•ǡ–Š‡–‡”Dz™‡„•‡”˜‹…‡•dz‹•
‘ˆ–‡‹ƒ……—”ƒ–‡Ž›ƒ’’Ž‹‡†–‘†ƒ–ƒ‘”’”‘…‡••‡•’”‡•—ƒ„Ž›‡‡†‡†„›
ƒŽŽ•—’’Ž›…Šƒ‹’ƒ”–‡”•Ǥ‘™‡˜‡”ǡƒ™‡„•‡”˜‹…‡‹•—‹“—‡–‘•’‡…‹ˆ‹…
’ƒ”–‡”•™‹–Š‹ƒ•’‡…‹ˆ‹…•—’’Ž›…Šƒ‹Ǥ

Š‡•–ƒ†ƒ”†•ƒ”‡‘’‡ǡ‡ƒ‹‰–Šƒ–ƒŽŽ†‡˜‡Ž‘’‡”•…ƒƒ……‡••ƒ†—•‡
–Š‡•ƒ‡•–ƒ†ƒ”†•ƒ†…‘—‹…ƒ–‹‘•…ƒ„‡’‡”ˆ‘”‡†ƒ…”‘••
‘’‡”ƒ–‹‰•›•–‡•ǡƒ’’Ž‹…ƒ–‹‘’Žƒ–ˆ‘”•ǡƒ†…‘’—–‡”Žƒ‰—ƒ‰‡•Ǥ
‡„•‡”˜‹…‡•ƒŽŽ‘™†‡˜‡Ž‘’‡”•–‘‹–‡‰”ƒ–‡ƒ†•Šƒ”‡‹ˆ‘”ƒ–‹‘
ƒ‘‰†‹•’ƒ”ƒ–‡•›•–‡•Ǥ‡…ƒ—•‡™‡„•‡”˜‹…‡•…ƒ„‡…”‡ƒ–‡†„›ƒ›
…‘’ƒ›ǡ–Š‡•–ƒ†ƒ”†‹•ǯ–‘‘’‘Ž‹œ‡†„›ƒ›ˆ‹”ƒ†–Š‡
ƒ……‡’–ƒ…‡‘ˆ–Š‡•–ƒ†ƒ”†‹•™‹†‡•’”‡ƒ†Ǥ

ʹ™‡„•‡”˜‹…‡•…‘•‹•–‘ˆƒ†‘–Š‡”Ǧ„ƒ•‡†•–ƒ†ƒ”†•–Šƒ–
™”ƒ’‡Ž‡…–”‘‹…‡••ƒ‰‡•‹ƒ•Š‡ŽŽˆ‘”—‹˜‡”•ƒŽ‡••ƒ‰‡”‡…‡‹’–ǡ
ƒ†˜‡”–‹•‡–Š‡‡š‹•–‡…‡‘ˆ™‡„•‡”˜‹…‡•ǡƒ†•’‡…‹ˆ›Š‘™”‡“—‡•–•ƒ†
”‡•’‘•‡•—•–„‡ˆ‘”ƒ––‡†Ǥ‹•ƒŽƒ‰—ƒ‰‡–Šƒ–ˆƒ…‹Ž‹–ƒ–‡•†‹”‡…–
…‘—‹…ƒ–‹‘ƒ‘‰…‘’—–‡”•‘–Š‡‹–‡”‡–ǤŽ‹‡–Š‡‘Ž†‡”
Š›’‡”–‡š–ƒ”—’Žƒ‰—ƒ‰‡ȋȌǡ™Š‹…Š’”‘˜‹†‡•–ƒ‰•‰‹˜‹‰
‹•–”—…–‹‘•–‘ƒ™‡„„”‘™•‡”ƒ„‘—–Š‘™–‘†‹•’Žƒ›‹ˆ‘”ƒ–‹‘ǡ–ƒ‰•
‰‹˜‡‹•–”—…–‹‘•–‘ƒ™‡„„”‘™•‡”ƒ„‘—––Š‡…ƒ–‡‰‘”›‘ˆ‹ˆ‘”ƒ–‹‘Ǥ

ǯ•ƒ„‹Ž‹–›–‘’—–‹–‡”‡–„—•‹‡••‡–‹”‡Ž›‹–Š‡Šƒ†•‘ˆ…‘’—–‡”•
ƒ†–Š‡‹”•‘ˆ–™ƒ”‡ƒ‡•–Š‡„ƒ•‹…Žƒ‰—ƒ‰‡‘ˆ‹–‡”‡–…‘‡”…‡Ǥ
Š‡‹’‘”–ƒ––Š‹‰–‘‘™ƒ„‘—–‹•–Šƒ–‹–‹•‘’‡”ƒ–‹‰‹–Š‡
„ƒ…‰”‘—†‘ˆƒŽŽ‹–‡”ƒ…–‹˜‡‹–‡”‡––”ƒ•ƒ…–‹‘•ǡ‡ƒ„Ž‹‰–Š‡–‘‘……—”
†‡•’‹–‡†‹ˆˆ‡”‡…‡•‹…‘’—–‡”Šƒ”†™ƒ”‡ƒ†•‘ˆ–™ƒ”‡Ǥ

Š‡ƒ†˜ƒ–ƒ‰‡‘ˆ™‡„•‡”˜‹…‡•‹•–Šƒ––Š‡›•ƒ˜‡–‹‡ƒ†‘‡›„›
…—––‹‰†‡˜‡Ž‘’‡––‹‡ǡ‡•’‡…‹ƒŽŽ›ˆ‘”‹–‡‰”ƒ–‹‘Ǥ ‘”‡šƒ’Ž‡ǡ‹ˆƒ
ƒ‹”Ž‹‡†‡˜‡Ž‘’•–Š‡‹”ˆŽ‹‰Š–…Š‡…Ǧ‹•‘ˆ–™ƒ”‡—•‹‰™‡„•‡”˜‹…‡•ǡ‹–
…‘—Ž†„—‹Ž†–Š‡ƒ’’Ž‹…ƒ–‹‘—•‹‰–Š‡„‡•–ƒ˜ƒ‹Žƒ„Ž‡†ƒ–ƒ„ƒ•‡•‡ƒ”…Š

© 2016 APICS 1-296 Version 4.0, 2016 Edition

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 Section B: Design the Supply Chain

‡‰‹‡ˆ”‘‘‡˜‡†‘”ǡ–Š‡„‡•–•‡ƒ–ƒ••‹‰‡–…Šƒ‰‡ƒ’’Ž‹…ƒ–‹‘
ˆ”‘ƒ†‹ˆˆ‡”‡–˜‡†‘”ǡƒ††‡˜‡Ž‘’–Š‡‹”‘™’”‹…‹‰ƒ’’Ž‹…ƒ–‹‘ǤŠ‡
…‘’‘‡–•™‘—Ž†™‘”–‘‰‡–Š‡”ƒ•‘‡ƒ’’Ž‹…ƒ–‹‘Ǥ —”–Š‡”‘”‡ǡƒ
’‘”–‹‘‘ˆ–Š‡ƒ’’Ž‹…ƒ–‹‘…‘—Ž†„‡—’‰”ƒ†‡†‡ƒ•‹Ž›Ǥ

Service-oriented ‡„•‡”˜‹…‡•ƒ”‡ˆ”‡“—‡–Ž›‡Šƒ…‡†—•‹‰•‡”˜‹…‡Ǧ‘”‹‡–‡†
architecture (SOA) ƒ”…Š‹–‡…–—”‡ȋȌǡ™Š‹…Š‹•ƒ•–›Ž‡‘ˆ‹ˆ‘”ƒ–‹‘–‡…Š‘Ž‘‰›†‡•‹‰–Šƒ–
‰—‹†‡•ƒŽŽƒ•’‡…–•‘ˆ…”‡ƒ–‹‰ƒ†—•‹‰„—•‹‡•••‡”˜‹…‡•–Š”‘—‰Š‘—–
–Š‡‹”Ž‹ˆ‡…›…Ž‡•Ǥ–ƒŽŽ‘™•ˆ‘”™‹†‡•’”‡ƒ†ƒ†ˆŽ‡š‹„Ž‡•Šƒ”‹‰‘ˆ•‡”˜‹…‡•
…”‡ƒ–‡†„›‘‡•—’’Ž›…Šƒ‹’ƒ”–‡”ˆ‘”—•‡„›ƒ‘–Š‡”Ǥ

‹•ƒƒ’’”‘ƒ…Š–‘•‘ˆ–™ƒ”‡†‡•‹‰ȋDzƒ”…Š‹–‡…–—”‡dzȌ‹™Š‹…Š
ƒ’’Ž‹…ƒ–‹‘•ƒ”‡ƒ••‡„Ž‡†ˆ”‘”‡—•ƒ„Ž‡…‘’‘‡–•ȋDz•‡”˜‹…‡•dzȌǤ
•‡”˜‹…‡‹•ƒ•‘ˆ–™ƒ”‡„—‹Ž†‹‰„Ž‘…–Šƒ–’‡”ˆ‘”•ƒ†‹•–‹…–ˆ—…–‹‘ǡ
•—…Šƒ•”‡–”‹‡˜‹‰…—•–‘‡”‹ˆ‘”ƒ–‹‘ˆ”‘ƒ†ƒ–ƒ„ƒ•‡—•‹‰ƒ™‡ŽŽǦ
†‡ˆ‹‡†‹–‡”ˆƒ…‡Ǥȋ‹–‡”ˆƒ…‡‹•„ƒ•‹…ƒŽŽ›ƒ™ƒ›–‘…ƒŽŽǡ‘””‡“—‡•–ǡ–Š‡
•‡”˜‹…‡ˆ”‘‘–Š‡”’”‘‰”ƒ•ǤȌ•‡”˜‹…‡…‘—Ž†„‡ƒ…”‡†‹–…Š‡…‘”
ƒ–…Š‹‰ƒ‹˜‘‹…‡™‹–Šƒ’—”…Šƒ•‡‘”†‡”Ǥ

Loose coupling and universal functionality
†‹ˆˆ‡”•ˆ”‘‘–Š‡”ˆ‘”•‘ˆ…‘’—–‹‰‹ˆ—†ƒ‡–ƒŽ™ƒ›•Ǥ ‘”
‘‡–Š‹‰ǡ–Š‡•‘ˆ–™ƒ”‡‹•‘”‰ƒ‹œ‡†‹–‘‘†—Ž‡•ǤŠ‹•‹•‘–‘˜‡Ž‹
‹–•‡ŽˆǢ–Š‡‘˜‡Ž–›ƒ”‹•‡•ˆ”‘ǯ•–™‘ƒ‹‰‘ƒŽ•ǣ–‘ƒ…Š‹‡˜‡Ž‘‘•‡
…‘—’Ž‹‰ƒ‘‰‡ƒ…Š‘ˆ–Š‡•‡”˜‹…‡•‹‹–•ƒ”…Š‹–‡…–—”‡ƒ†–‘•‡’ƒ”ƒ–‡
ƒ’’Ž‹…ƒ–‹‘•ˆ”‘–Š‡‹”†ƒ–ƒ•‘–Š‡›ƒ…Š‹‡˜‡—‹˜‡”•ƒŽˆ—…–‹‘ƒŽ‹–›ǤŠ‡
Ž‘‘•‡…‘—’Ž‹‰‘ˆ‘†—Ž‡•…‘—Ž†„‡…‘’ƒ”‡†–‘–Š‡”‘—†…‘‡…–‘”•
‘‡‰‘̺„—‹Ž†‹‰„Ž‘…–‘›•–Šƒ–ƒ‡–Š‡‡ƒ•›–‘„—‹Ž†ƒ†–ƒ‡
ƒ’ƒ”–™‹–Š‡†Ž‡••…‘ˆ‹‰—”ƒ–‹‘‘’–‹‘•Ǥ‹˜‡”•ƒŽˆ—…–‹‘ƒŽ‹–›
”‡“—‹”‡•–Šƒ–ƒŽŽ‡••ƒ‰‡•…‘–ƒ‹ƒŽŽ†ƒ–ƒ‡…‡••ƒ”›–‘…‘’Ž‡–‡
’”‘…‡••‹‰ȋ”ƒ–Š‡”–Šƒƒ••—‹‰–Š‡†ƒ–ƒ…ƒ„‡Ž‘‘‡†—’ȌǤŠ‹•‹•ƒ
ƒŒ‘”…Šƒ‰‡ˆ”‘–”ƒ†‹–‹‘ƒŽ’”‘‰”ƒ‹‰ǡ‹™Š‹…Š‡ƒ…Šƒ’’Ž‹…ƒ–‹‘
…ƒ•‘”–‘—–‘Ž›‹–•‘™†ƒ–ƒǤŠ‹•‹•™Šƒ–ƒŽŽ‘™•–Š‡„‡•–•‡”˜‹…‡
’”‘˜‹†‡”‹‡ƒ…Šƒ”‡ƒ–‘‘ˆˆ‡”‹–••‡”˜‹…‡™‹–Š‘—–Šƒ˜‹‰–‘‘ˆˆ‡”–Š‡
™Š‘Ž‡’ƒ…ƒ‰‡Ǥ

Benefits of SOA
Š‡”‡•—Ž–•‘ˆ—•‹‰ƒ”‡ƒ†”ƒƒ–‹…†‡…”‡ƒ•‡‹ƒ’’Ž‹…ƒ–‹‘
†‡˜‡Ž‘’‡––‹‡„‡…ƒ—•‡ƒ›’‘”–‹‘•‘ˆƒƒ’’Ž‹…ƒ–‹‘…ƒ„‡
”‡—•‡†ǤŠ‡ƒ’’Ž‹…ƒ–‹‘•ƒ”‡„›ƒ–—”‡‘”‡ƒ†ƒ’–ƒ„Ž‡ǡ‹–‡”‘’‡”ƒ„Ž‡ǡ
ƒ†•…ƒŽƒ„Ž‡Ǥ

‹’‘”–ƒ–…‘•‡“—‡…‡‘ˆŽ‘‘•‡…‘—’Ž‹‰‹•–Šƒ–•‡”˜‹…‡•…ƒ”—
ƒ›™Š‡”‡‘ƒ‡–™‘”™‹–Š‘—–„‡‹‰”‡•–”‹…–‡†–‘ƒ•’‡…‹ˆ‹…Šƒ”†™ƒ”‡

© 2016 APICS 1-297 Version 4.0, 2016 Edition

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Module 1: Supply Chain Design

‘”•‘ˆ–™ƒ”‡’Žƒ–ˆ‘”‘”’”‘‰”ƒ‹‰Žƒ‰—ƒ‰‡Ǥ…‘–”ƒ•–ǡ–‹‰Š–Ž›
…‘—’Ž‡†•›•–‡••—ˆˆ‡”ˆ”‘‹–‡”‘’‡”ƒ„‹Ž‹–›‹••—‡•™Š‡’Žƒ–ˆ‘”•‘”
•›•–‡•‡‡†–‘„‡‹–‡‰”ƒ–‡†ǤŠ‹Ž‡–”ƒ†‹–‹‘ƒŽƒ’’Ž‹…ƒ–‹‘•”‡“—‹”‡†
…—•–‘‹–‡”ˆƒ…‡†‡˜‹…‡•„‡–™‡‡ƒ’’Ž‹…ƒ–‹‘•ǡ‘†‡Ž•…ƒ—•‡
‰‡‡”‹…Ž‹•–Šƒ–ƒ”‡‹Š‡”‡–Ž›‘”‡…‘•–Ǧ‡ˆˆ‡…–‹˜‡Ǥ

ƒ†™‡„•‡”˜‹…‡•…ƒƒŽ•‘Šƒ†Ž‡‡Žƒ„‘”ƒ–‡–ƒ••Ǥ”‡–ƒ‹Ž‡”ǡˆ‘”
‡šƒ’Ž‡ǡ…‘—Ž†‹…‘”’‘”ƒ–‡„—•‹‡••”—Ž‡•–‘”‡”‘—–‡–”—…•
ƒ—–‘ƒ–‹…ƒŽŽ›„ƒ•‡†‘ƒ™‡ƒ–Š‡””‡’‘”–ǤˆˆŽ‘‘†‹‰™‡”‡ˆ‘”‡…ƒ•–ǡ
‰‡––‹‰•ƒ†„ƒ‰•–‘•–‘”‡•‹ƒˆˆ‡…–‡†ƒ”‡ƒ•…‘—Ž†–ƒ‡’Žƒ…‡•‡ƒŽ‡••Ž›Ǥ

Databases ƒ–ƒ„ƒ•‡•ƒ”‡”‡’‘•‹–‘”‹‡•ˆ‘”ƒŽŽ‘ˆ–Š‡‡Ž‡…–”‘‹…”‡…‘”†•ƒ†
(hierarchical/ ‹ˆ‘”ƒ–‹‘…‘ŽŽ‡…–‡†ˆ”‘‹–‡”ƒŽƒ†‡š–‡”ƒŽ•‘—”…‡•Ǥƒ–ƒ„ƒ•‡•…ƒ
network/ „‡‡ƒ•›‘”Šƒ”†–‘•‡ƒ”…Šƒ†ƒ••‘…‹ƒ–‹‘•„‡–™‡‡†ƒ–ƒ…ƒ…”‡ƒ–‡‘”
relational) ‹‹‹œ‡”‡†—†ƒ…‹‡•Ǥƒ”‹‘—•†ƒ–ƒ„ƒ•‡–›’‡•‡š‹•––‘•‡”˜‡
•’‡…‹ƒŽ‹œ‡†‡‡†•Ǥ

Hierarchical ‹‡”ƒ”…Š‹…ƒŽ†ƒ–ƒ„ƒ•‡•ƒ”‡ƒ””ƒ‰‡†‹ƒŠ‹‡”ƒ”…Š›ǡ‡ƒ‹‰–Šƒ–Š‹‰Š‡”
databases Ž‡˜‡Žˆ‘Ž†‡”•ȋ’ƒ”‡–•Ȍƒ”‡…”‡ƒ–‡†ƒ†•—„ˆ‘Ž†‡”•ȋ…Š‹Ž†”‡Ȍƒ”‡’Žƒ…‡†
—†‡”–Š‡ǡ–Š‘•‡ˆ‘Ž†‡”•Šƒ˜‡–Š‡‹”‘™•—„ˆ‘Ž†‡”•ǡƒ†•‘‘ǤŠ‹•
–›’‡‘ˆ†ƒ–ƒ„ƒ•‡‹•‘–—•‡†—…Šƒ›‘”‡„‡…ƒ—•‡ƒ‹‰
ƒ••‘…‹ƒ–‹‘•„‡–™‡‡ˆ‘Ž†‡”•‘–‹–Š‡•ƒ‡„”ƒ…Š”‡“—‹”‡•
†—’Ž‹…ƒ–‹‘‘ˆ†ƒ–ƒǡ™Š‹…Š‹•˜‡”›†‹ˆˆ‹…—Ž––‘‡‡’ƒ……—”ƒ–‡Ǥ

Network databases ‡–™‘”†ƒ–ƒ„ƒ•‡•ƒ••‹‰”‡Žƒ–‹‘•Š‹’•„‡–™‡‡†ƒ–ƒ‹ƒ›™ƒ›–Šƒ–‹•
‡‡†‡†ǤŠ‹Ž‡Š‹‡”ƒ”…Š‹…ƒŽ†ƒ–ƒ„ƒ•‡•…ƒ‘Ž›ƒ””ƒ‰‡†ƒ–ƒ‹ƒ
Š‹‡”ƒ”…Š›ȋ‘‡’ƒ”‡––‘ƒ›…Š‹Ž†”‡ǡ„—–‡ƒ…Š…Š‹Ž†ƒŽ™ƒ›•Šƒ•‘Ž›
‘‡’ƒ”‡–Ȍǡ‹ƒ‡–™‘”†ƒ–ƒ„ƒ•‡ǡƒ…Š‹Ž†…ƒŠƒ˜‡‘”‡–Šƒ‘‡
’ƒ”‡–ǡƒ••Š‘™‹šŠ‹„‹–ͳǦͷ͵Ǥ

Exhibit 1-53: Network Databases

Network databases can make

relationships without staying
in the same hierarchy

This folder has two parents (not

allowed in hierarchical databases)

© 2016 APICS 1-298 Version 4.0, 2016 Edition

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 Section B: Design the Supply Chain

‡–™‘”†ƒ–ƒ„ƒ•‡•Šƒ˜‡‹…Š‡ƒ’’Ž‹…ƒ–‹‘•ǣˆ‘”‡šƒ’Ž‡ǡ‡–™‘”
‹•–ƒŽŽƒ–‹‘–‘‘Ž•—•‡‡–™‘”†ƒ–ƒ„ƒ•‡•–‘ƒŽŽ‘…ƒ–‡”‡•‘—”…‡•ȋ•—…Šƒ•ƒ
’”‹–‡”‘”ƒ……‡••–‘ƒ†ƒ–ƒ„ƒ•‡Ȍƒ†–‘’”‘˜‹†‡˜‹•‹„‹Ž‹–›‹–‘–Š‘•‡
”‡•‘—”…‡•Ǥ‘™‡˜‡”ǡˆ‘”–Š‡‘•–’ƒ”–ǡ”‡Žƒ–‹‘ƒŽ†ƒ–ƒ„ƒ•‡•ƒ”‡—•‡†ˆ‘”
‘•––›’‡•‘ˆ†ƒ–ƒ•–‘”ƒ‰‡Ǥ

Relational Š‡‘•–…‘‘ˆ‘”‘ˆ†ƒ–ƒ„ƒ•‡‹•–Š‡”‡Žƒ–‹‘ƒŽ†ƒ–ƒ„ƒ•‡ǡ™Š‹…Š
databases ‰”‘—’•†ƒ–ƒ—•‹‰…‘‘ƒ––”‹„—–‡•Ǥ–•–‘”‡•‡ƒ…Š–›’‡‘ˆ†ƒ–ƒ‹ƒ
•‹‰Ž‡Ž‘…ƒ–‹‘™‹–Šƒ›Ž‹•–‘‹–Ǥ‹…”‘•‘ˆ–……‡••‹•ƒ„ƒ•‹…‡šƒ’Ž‡Ǥ

šŠ‹„‹–ͳǦͷͶǡˆ‘”‡šƒ’Ž‡ǡ–Š‡”‡ƒ”‡•‡’ƒ”ƒ–‡–ƒ„Ž‡•ˆ‘”†ƒ–ƒƒ„‘—–
‘”†‡”•ǡ’ƒ”–•ǡƒ†•—’’Ž‹‡”•Ǥ›–™‘–ƒ„Ž‡•™‹–Šƒ…‘‘†ƒ–ƒ
‡Ž‡‡–…ƒ„‡”‡Žƒ–‡†–‘‘‡ƒ‘–Š‡”Ǥ–Š‡‡šŠ‹„‹–ǡ–Š‡‘”†‡”ƒ†’ƒ”–
–ƒ„Ž‡•„‘–Š…‘–ƒ‹’ƒ”–—„‡”•Ǣ–Š‡’ƒ”–ƒ†•—’’Ž‹‡”–ƒ„Ž‡•„‘–Š
…‘–ƒ‹•—’’Ž‹‡”ƒ‡•ǤŠ‡…‘‘ˆ‹‡Ž†•ƒ”‡’ƒ”–—„‡”ƒ†
•—’’Ž‹‡”—„‡”Ǥ

Exhibit 1-54: The Relational Data Model

Columns (Fields)

Order_Number Order_Date Delivery_Date Part_Number Part_Amount Order_Total

Order 10034 06/05/12 06/25/12 2245 8 64.80 Rows
10035 06/15/12 07/02/12 1575 9 447.75 (Records)
10036 06/16/12 07/03/12 1949 5 276.95
Linked Tables

Part_Number Part_Description Unit_Price Supplier_Number

Tables Part 1575 Rods 49.75 48235
1949 Reels 55.39 25331
2245 Filament 8.10 47432
Linked Tables

Supplier_Number Supplier_Name Supplier_Address

Supplier 48235 Northern Inc. 101 Jonquil Lane, Lakeville, MN 55044
25331 Strack Co. 21035 Howland Avenue, Pine River, TX 33756
47432 Powell Corp. Route 46, Sandy, UT 89703

Š‡–ƒ„Ž‡•…ƒ”‡•‹†‡‘ƒ•‹‰Ž‡‘”•‡”˜‡”‘”ƒ…”‘••—Ž–‹’Ž‡•‡”˜‡”•
–Šƒ–ƒ”‡‰‡‘‰”ƒ’Š‹…ƒŽŽ›†‹•’‡”•‡†ƒ†˜‹”–—ƒŽŽ›…‘‡…–‡†–Š”‘—‰Šƒ
…Ž‘—†‘”‘–Š‡”‡–™‘”–‘‡•—”‡†ƒ–ƒ•‡…—”‹–›ˆ”‘ƒ–—”ƒŽ†‹•ƒ•–‡”•Ǥ

 Ž–Š‘—‰Šƒˆ‹‡Ž†ȋ•—…Šƒ•’ƒ”–—„‡”Ȍƒ›„‡…‘–ƒ‹‡†‹‘”‡–Šƒ
‘‡–ƒ„Ž‡ǡ‹–™‹ŽŽ„‡ƒƒ‰‡†™‹–Š‹‘Ž›‘‡‘ˆ–Š‘•‡–ƒ„Ž‡•ǤŠ‡‘–Š‡”
–ƒ„Ž‡•…‘–ƒ‹‹‰–Šƒ–ˆ‹‡Ž††‘‘–Dz‘™dz‹–Ǣ–Š‡›‡”‡Ž›†‹•’Žƒ›‹–Ǥ

© 2016 APICS 1-299 Version 4.0, 2016 Edition

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Module 1: Supply Chain Design

šŠ‹„‹–ͳǦͷͶǡˆ‘”‡šƒ’Ž‡ǡ’ƒ”–—„‡”ƒ’’‡ƒ”•‹–™‘–ƒ„Ž‡•„—–‹•
‘™‡†„›–Š‡’ƒ”––ƒ„Ž‡Ǥ

Acquisition and –‡ƒ…ŠŽ‡˜‡Ž‘ˆ’Žƒ‹‰ȋ•–”ƒ–‡‰‹…ǡ–ƒ…–‹…ƒŽǡ‘”‘’‡”ƒ–‹‘ƒŽȌǡƒ˜ƒ•–
use of data ƒ‘—–‘ˆ†ƒ–ƒ‹•…‘ŽŽ‡…–‡†ˆ‘”ƒƒŽ›•‹•Ǥ ‘”‡šƒ’Ž‡ǡ‹†‡–‡”‹‹‰–Š‡
‘’–‹ƒŽ†‹•–”‹„—–‹‘‡–™‘”ǡ†ƒ–ƒƒ”‡…‘ŽŽ‡…–‡†‘…—•–‘‡”ǡ”‡–ƒ‹Žǡǡ
ƒ†ƒ—ˆƒ…–—”‹‰Ž‘…ƒ–‹‘•Ǣ’”‘†—…–•ƒŽ‡•„›™‡‹‰Š–ƒ†…—„‡Ǣ•’‡…‹ƒŽ
–”ƒ•’‘”–ƒ–‹‘”‡“—‹”‡‡–•Ǣƒ†ˆ‘”‡…ƒ•–‡††‡ƒ†Ǥ•—”‹‰ƒ†
ƒ‹–ƒ‹‹‰ƒ……—”ƒ…›‘ˆ†ƒ–ƒ‹•–Š‡”‡ˆ‘”‡ƒ‘‰‘‹‰…‘…‡”Ǥ

—‡–‘–Š‡Žƒ”‰‡ƒ‘—–‘ˆ†ƒ–ƒ…‘ŽŽ‡…–‡†Ȅ‡•’‡…‹ƒŽŽ›‹”‡–ƒ‹Žǡ™Š‡”‡
Žƒ”‰‡—„‡”•‘ˆ†‹ˆˆ‡”‡–’”‘†—…–•ƒ”‡•‘Ž†Ȅ†ƒ–ƒƒ”‡—•—ƒŽŽ›
ƒ‰‰”‡‰ƒ–‡†ǡ‘”‰”‘—’‡†‹–‘Ž‹‡…ƒ–‡‰‘”‹‡•ǤŠ‡ƒ‰‰”‡‰ƒ–‡††ƒ–ƒ‹•—•‡†
‹†ƒ–ƒ‘†‡Ž‹‰ƒ†ƒƒŽ›•‹•ǡ•—…Šƒ•„›—•‹‰ƒ†‡…‹•‹‘•—’’‘”–
•›•–‡ǤŠ‡ƒƒŽ›œ‹‰”‡•—Ž–•ǡ„‘–Š–Š‡’”‡†‹…–‹˜‡‘†‡Žƒ†–Š‡†ƒ–ƒ
—•‡†—•–„‡˜ƒŽ‹†ƒ–‡†ǡ‘”–‡•–‡†ƒ‰ƒ‹•–ƒ…–—ƒŽ”‡•—Ž–•Ǥˆ–Š‡”‡•—Ž–•
†‹ˆˆ‡”„›–‘‘—…Šǡ–Š‡‘†‡Žƒ†Ȁ‘”–Š‡†ƒ–ƒ—•–„‡‘†‹ˆ‹‡†—–‹Ž
–Š‡‘†‡Žƒ……—”ƒ–‡Ž›’”‡†‹…–•ƒ…–—ƒŽ”‡•—Ž–•™‹–Š‹ƒƒ……‡’–ƒ„Ž‡
ƒ”‰‹‘ˆ‡””‘”ǤŠ‡–Š‡‘†‡Žƒ†–Š‡†ƒ–ƒƒ”‡’—––‘—•‡‹ƒ…–—ƒŽ
„—•‹‡••†‡…‹•‹‘•ǡ„—–ƒ”‡’‡”‹‘†‹…ƒŽŽ›”‡˜‹‡™‡†–‘‡•—”‡–Šƒ––Š‡›
…‘–‹—‡–‘”‡ˆŽ‡…–ƒ…–—ƒŽ—•ƒ‰‡Ǥ

Data capture Š‹Ž‡–Š‡‰‘ƒŽ•‘ˆ‰”‡ƒ–‡”…‘ŽŽƒ„‘”ƒ–‹‘ƒ”‡‡ƒ•›–‘•‡‡ƒ–ƒŠ‹‰ŠŽ‡˜‡Žǡ
–Š‡ˆ‹”•–Š—”†Ž‡…ƒ„‡†‹ˆˆ‹…—Ž–Ǥ‘•–Ǧ‡ˆˆ‡…–‹˜‡’”‘…‡••‡•‡‡†–‘„‡•‡–
—’–‘…ƒ’–—”‡ƒ†–”ƒ•‹–†ƒ–ƒ–‘–Š‡†ƒ–ƒ„ƒ•‡ƒ……—”ƒ–‡Ž›Ǥ…‡•‡–—’ǡ
†ƒ–ƒ…ƒ’–—”‡‹•’”‹ƒ”‹Ž›ƒ–ƒ…–‹…ƒŽ‘”‘’‡”ƒ–‹‘ƒŽ’”‘„Ž‡ǡ„—––Š‡
•‡–—’‘ˆ‡–Š‘†•ǡ’‘Ž‹…‹‡•ǡƒ†’”‘…‡†—”‡•‘ˆ…ƒ’–—”‹‰†ƒ–ƒ‹•ƒ
•–”ƒ–‡‰‹…†‡…‹•‹‘Ǥ‹–Š‘—–ƒ……—”ƒ–‡ƒ†–‹‡Ž›†ƒ–ƒǡ‘‘–Š‡”ƒ•’‡…–‘ˆ
•—’’Ž›…Šƒ‹ƒƒ‰‡‡–…ƒ„‡ˆ—Žˆ‹ŽŽ‡†Ǥ

’‡…‹ˆ‹…ˆƒ…–‘”•‹†ƒ–ƒ…ƒ’–—”‡‹…Ž—†‡–Š‡ˆ‘ŽŽ‘™‹‰Ǥ

Data volume
‡’‡†‹‰‘Š‘™•‘’Š‹•–‹…ƒ–‡†–Š‡…‘’ƒ›ǯ•†ƒ–ƒ…ƒ’–—”‡’”‘…‡••‡•
ƒ”‡–‘•–ƒ”–™‹–Šǡ–Š‡˜‘Ž—‡‘ˆ†ƒ–ƒ…ƒ’–—”‡†ƒ›˜ƒ”›Ǥ…”‡‡–ƒŽ
‹’”‘˜‡‡–•ƒ›„‡–Š‡„‡•–’‘Ž‹…›ǡ„‡…ƒ—•‡‡ƒ…Š‹…”‡ƒ•‡‹–Š‡
ƒ‘—–‘ˆ†ƒ–ƒ…ƒ’–—”‡†…ƒ‹‡†‹ƒ–‡Ž›„‡’—––‘—•‡‹‹’”‘˜‹‰
–Š‡„‘––‘Ž‹‡Ǥƒ……—”ƒ–‡‹˜‡–‘”›•›•–‡‹•ƒ‰‘‘†’Žƒ…‡–‘„‡‰‹Ǥ
ƒ›…‘’ƒ‹‡•Šƒ˜‡‘˜‡†–‘…›…Ž‡…‘—–‹‰ǡ™Š‹…Š‹•–Š‡’”ƒ…–‹…‡‘ˆ
…‘—–‹‰‹˜‡–‘”›’‡”‹‘†‹…ƒŽŽ›Ǥ…›…Ž‡…‘—–‹‰‘•–‹–‡•ƒ”‡
…‘—–‡†•‡˜‡”ƒŽ–‹‡•ƒ›‡ƒ”Ǥ‘‡…‘””‡…–Ž›ǡ–Š‹•‹’”‘˜‡•–Š‡
ƒ……—”ƒ…›‘ˆ–Š‡‹˜‡–‘”›Ǥ‘”‹‰™‹–Šƒ……‘—–‹‰ǡ–Š‹•…ƒƒ˜‘‹†–Š‡
ƒ—ƒŽ’Š›•‹…ƒŽ‹˜‡–‘”›…‘—–‹‰Ǥ

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 Section B: Design the Supply Chain

Having partial data is better than no data

˜‡‹ˆƒ…‘’ƒ›ǯ••–”ƒ–‡‰‹…‰‘ƒŽ‹•–‘Šƒ˜‡…‘’Ž‡–‡˜‹•‹„‹Ž‹–›ƒ…”‘••
–Š‡•—’’Ž›…Šƒ‹‡–™‘”ǡ‹–Šƒ•–‘•–ƒ”–•‘‡™Š‡”‡Ǥƒ”–‹ƒŽ†ƒ–ƒ…ƒ
’”‘˜‹†‡‹…”‡‡–ƒŽ‹’”‘˜‡‡–•ƒ†–Š‡ƒ„‹Ž‹–›–‘•‡‡™Šƒ–†ƒ–ƒƒ”‡
‡…‡••ƒ”›ˆ‘”–Š‡‡š–‹’”‘˜‡‡–‹ƒƒŽ›•‹•Ǥ

Capture at the source
Š‡’‘••‹„Ž‡ǡ…ƒ’–—”‹‰†ƒ–ƒƒ––Š‡•‘—”…‡‹•ˆƒ”„‡––‡”–Šƒ‡–‡”‹‰‹–
Žƒ–‡”Ǥ

Data capture tools: manual versus passive
ƒ••‹˜‡‘”ƒ—–‘ƒ–‹…†ƒ–ƒ…ƒ’–—”‡‹…”‡ƒ•‡•’”‘†—…–‹˜‹–›ǡ‹•‘”‡Ž‹‡Ž›
–‘‘……—”‡˜‡”›–‹‡ǡƒ†‹•‘”‡Ž‹‡Ž›–‘„‡ƒ……—”ƒ–‡–Šƒƒ—ƒŽ
’”‘…‡••‡•Ǥ

Data capture challenges and possible solutions
ƒ•–Ǧ’ƒ…‡†ǡŠ‘•–‹Ž‡ǡ‘”—Ž–‹ǦŽ‹‰—ƒŽ‡˜‹”‘‡–•’‘•‡ƒ’ƒ”–‹…—Žƒ”
…ŠƒŽŽ‡‰‡–‘ƒ……—”ƒ–‡†ƒ–ƒ…ƒ’–—”‡ǣ

i Fast-paced environments. ‘…ƒŽƒƒ‰‡‡–ƒ›„‡”‡•‹•–ƒ––‘

ƒ††‹‰ƒ›•–‡’•–Šƒ–™‘—Ž†•Ž‘™ƒ’”‘…‡••†‘™ǡ•‘–Š‡„‡•–
•‘Ž—–‹‘ƒ›„‡–‘‹…‘”’‘”ƒ–‡Šƒ†•Ǧˆ”‡‡†ƒ–ƒǦ…ƒ’–—”‡•—…Šƒ•ƒ
„ƒ”…‘†‡‘” ”‡ƒ†‡”Ǥƒ…ƒ‰‡•Š‹’’‹‰…‘’ƒ‹‡•—•‡—Ž–‹’Ž‡
”‡ƒ†‡”•ˆ”‘†‹ˆˆ‡”‡–ƒ‰Ž‡••‘’ƒ…ƒ‰‡•’ƒ••‹‰‘…‘˜‡›‘”„‡Ž–•
…ƒ„‡“—‹…Ž›”‡ƒ†Ǥ

i Hostile environments. ƒ‰‡”‘—•ǡ‘‹•›ǡŠ‘–ǡ…”‘™†‡†ǡ‘”
‘–Š‡”™‹•‡’Š›•‹…ƒŽŽ›Š‘•–‹Ž‡‡˜‹”‘‡–•”‡“—‹”‡•’‡…‹ƒŽ•‘Ž—–‹‘•Ǥ
‡–‡”‹‡™Š‡”‡‹–Š‡’”‘…‡••‡ƒ•—”‡‡–‹•”‡“—‹”‡†•‘–Šƒ–ƒ
‹‹——„‡”‘ˆ†—”ƒ„Ž‡•‡•‘”•…ƒ„‡—•‡†Ǥ

i Language or training issues. ’Ž‘›‡‡•™Š‘†‘‘–•’‡ƒ–Š‡

•ƒ‡Žƒ‰—ƒ‰‡ƒ•–Š‡‹”ƒƒ‰‡”•‘”ƒ”‡‹ŽŽ‹–‡”ƒ–‡Ȁ–‡…Š‹…ƒŽŽ›
‹ŽŽ‹–‡”ƒ–‡‡‡†•‹’Ž‹ˆ‹‡†‡˜‹”‘‡–••—…Šƒ•–Š‘•‡–Šƒ–—•‡„ƒ”
…‘†‡™‘”…ƒ”†•™‹–Š—Ž–‹Ž‹‰—ƒŽ‘”’‹…–‘‰”ƒ’Š‹…‹•–”—…–‹‘•Ǥ

Capturing ancillary data when possible
ƒ‡–™‘”‡†•—’’Ž›…Šƒ‹ǡ‘™‹‰™Šƒ–†ƒ–ƒ™‹ŽŽ„‡‹’‘”–ƒ–‹•
‘–‘„˜‹‘—•Ǥƒ–ƒ‹‹‰ƒ††‡…‹•‹‘•—’’‘”–•›•–‡•…ƒˆ‹†Š‹††‡
’ƒ––‡”•‹ˆ‡‘—‰Š†ƒ–ƒƒ”‡ƒ˜ƒ‹Žƒ„Ž‡Ǥˆƒ’ƒ”–‹…—Žƒ”–›’‡‘ˆ†ƒ–ƒ‹•
†‡‡‡†‹’‘”–ƒ–‹–Š‡ˆ—–—”‡ǡ‹–‹•ƒ›–‹‡•‘”‡˜ƒŽ—ƒ„Ž‡‹ˆ–Šƒ–
†ƒ–ƒŠƒ•„‡‡…ƒ’–—”‡†…‘–‹—‘—•Ž›‹–Š‡’ƒ•–Ǥ›•–‡•†‡•‹‰•Š‘—Ž†
ƒ…‘™Ž‡†‰‡–Š‡†‡•‹”ƒ„‹Ž‹–›‘ˆ…ƒ’–—”‹‰ƒ…‹ŽŽƒ”›†ƒ–ƒǤ

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Module 1: Supply Chain Design

‘™‡˜‡”ǡ‘”‰ƒ‹œƒ–‹‘•…ƒ„‡…‘‡‘˜‡”™Š‡Ž‡†„›–‘‘—…Š†ƒ–ƒǤ
‘”‡†ƒ–ƒ–Šƒ‹•‡‡†‡†ƒ›•‹’Ž›Š‹†‡”ƒƒŽ›•‹•‘”Š‹†‡–Š‡–”—‡
‹†‹…ƒ–‘”•‘ˆ…Šƒ‰‡ǤŠ‡”‡ˆ‘”‡ǡ‡˜‡™Š‡–Š‡ƒ††‹–‹‘ƒŽ†ƒ–ƒ‹••–‘”‡†ǡ
—•‡…ƒ•‡•ˆ‘”†ƒ–ƒ•Š‘—Ž†„‡†‡˜‡Ž‘’‡†–‘‹†‹…ƒ–‡Š‘™–Š‡‡š–”ƒ†ƒ–ƒ
…‘—Ž†Š‡Ž’’”‹‘”–‘‹–•„‡‹‰‹…Ž—†‡†‹‡–”‹…•‘”ƒƒŽ›•‹•Ǥ

Real-time versus batch data
‰‹‡‡”‹‰–”—‡”‡ƒŽǦ–‹‡ƒ……‡••–‘†ƒ–ƒ…ƒ„‡ƒ›–‹‡•‘”‡
‡š’‡•‹˜‡–Šƒ‡ƒ””‡ƒŽǦ–‹‡ƒ……‡••Ǥ‘‡–‹‡•—•‹‰‡ƒ””‡ƒŽǦ–‹‡
†ƒ–ƒ™‘—Ž†Šƒ˜‡‘”‡ƒŽ‹’ƒ…–‘—•‡ˆ—Ž‡••Ǥ ‘”‡šƒ’Ž‡ǡ
–”ƒ•‹••‹‘‘ˆ’”‘†—…–‹‘…‘—–•‡ƒ…Š‹—–‡”ƒ–Š‡”–Šƒ‡ƒ…Š•‡…‘†
†‘‡•‘–ƒ‡–Š‡†ƒ–ƒŽ‡••—•‡ˆ—Žƒ†•ƒ˜‡•…‘•‹†‡”ƒ„Ž‡‘‡›Ǥˆ–‡
–‹‡•ƒ‘”‰ƒ‹œƒ–‹‘Šƒ•„‘–Šƒ–”ƒ•ƒ…–‹‘ƒŽ•›•–‡ˆ‘””‡ƒŽǦ–‹‡†ƒ–ƒ
…Š‡…‹‰ƒ•™‡ŽŽƒ•ƒ”‡’‘”–‹‰•›•–‡ˆ‘”™Š‡‡ƒ””‡ƒŽǦ–‹‡†ƒ–ƒ‘”
Š‹•–‘”‹…ƒŽ†ƒ–ƒ‹••—ˆˆ‹…‹‡–Ǥ

Ensuring data ƒ–ƒ‹ƒ……—”ƒ…‹‡•…ƒ„‡‹–”‘†—…‡†ƒ–‡ƒ…Š’‘‹–‘ˆ†ƒ–ƒ‡–”›‘”
accuracy ‘†‹ˆ‹…ƒ–‹‘Ǥ•—”‹‰†ƒ–ƒƒ……—”ƒ…›”‡“—‹”‡•”‡•‘—”…‡•ˆ‘”˜ƒŽ‹†ƒ–‹‰
–Š‡†ƒ–ƒƒ†…‘””‡…–‹‰‡””‘”•Ǥ‘’ƒ‹‡••Š‘—Ž†—•‡—Ž–‹’Ž‡‡–Š‘†•
–‘”‡†—…‡ƒ†’”‡˜‡–‡””‘”•Ǥ‹–Š‘—–ƒ……—”ƒ–‡†ƒ–ƒǡƒ†˜ƒ…‡†ƒƒŽ›•‹•
™‹ŽŽ„‡‹‡ˆˆ‡…–‹˜‡ƒ†–”ƒ•ƒ…–‹‘ƒŽ•›•–‡•™‹ŽŽ„‡‹‡ˆˆ‹…‹‡–Ǥƒ–ƒ
ƒ……—”ƒ…›‹•‡•’‡…‹ƒŽŽ›”‡Ž‡˜ƒ–ˆ‘”’Žƒ‹‰•›•–‡•Ǥ ‘”‡šƒ’Ž‡ǡ™Š‡
ƒ–”ƒ•’‘”–ƒ–‹‘ƒƒ‰‡‡–•›•–‡…ƒŽ…—Žƒ–‡•Š‘™–‘Ž‘ƒ†–”—…•ǡ‹ˆ
–Š‡…—„‡ƒ†™‡‹‰Š–†ƒ–ƒ‹•™”‘‰‘”‹••‹‰ˆ”‘‡˜‡ƒ•ƒŽŽ
’‡”…‡–ƒ‰‡‘ˆ‹–‡•–‘„‡•Š‹’’‡†ǡ–Š‡•›•–‡…‘—Ž†”‡…‘‡†
‘˜‡”Ž‘ƒ†‹‰–Š‡–”—…•Ǥˆ–Š‹•‘……—”•–‘‘ˆ”‡“—‡–Ž›ǡ™‘”‡”•ƒ†
ƒƒ‰‡”•ƒ›•–‘’–”—•–‹‰‹–Š‡‹–‡‰”‹–›‘ˆ–Š‡•›•–‡Ǥ

ƒ–ƒ‡””‘”•…ƒ…‘‡ˆ”‘•‘‡‘ˆ–Š‡ˆ‘ŽŽ‘™‹‰•‘—”…‡•ǡ‡•’‡…‹ƒŽŽ›‹ƒ
‡š–‡†‡†•—’’Ž›…Šƒ‹ǣ
i ƒ…Š–‹‡†ƒ–ƒƒ”‡ƒ‹’—Žƒ–‡†ȋ‘ˆ–™ƒ”‡„—‰•…ƒ‹–”‘†—…‡‡””‘”•ǤȌ
i —‡”‹…–”ƒ•’‘•‹–‹‘•ǡ–›’‘•ǡƒ†‹••‹‰‘”‹…‘’Ž‡–‡†ƒ–ƒ
i Ž†‡”‘”‘–ˆ—ŽŽ›‹–‡‰”ƒ–‡††ƒ–ƒ„ƒ•‡•™‹–Š—Ž–‹’Ž‡˜‡”•‹‘•‘ˆƒ
”‡…‘”†
i ‡†—†ƒ–†ƒ–ƒ„ƒ•‡•‹–Š‡‡–™‘”‘”†‹ˆˆ‡”‡––ƒ‰•ˆ‘”–Š‡•ƒ‡
‘„Œ‡…–•

Ways to improve data accuracy
’”‹ƒ”›‡–Š‘†‘ˆ‡•—”‹‰†ƒ–ƒƒ……—”ƒ…›‹•–‘‡•—”‡…‘•‹•–‡–
…‘ŽŽ‡…–‹‘ƒ††ƒ–ƒ‡–”›’‘Ž‹…‡•‡š‹•–ǣ
i Šƒ”‡ƒ†‘–Š‡”–”ƒ•ƒ…–‹‘Ǧ•’‡…‹ˆ‹…†ƒ–ƒƒ…”‘••–Š‡•—’’Ž›
…Šƒ‹
i ‘ŽŽ‡…–ƒ†–”ƒ•ˆ‡”†ƒ–ƒ‹”‡ƒŽ–‹‡™Š‡”‡ˆ‡ƒ•‹„Ž‡

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 Section B: Design the Supply Chain

i ‘’Ž‡–‡†ƒ–ƒ‡–”›ƒ––Š‡–‹‡ƒ†’Žƒ…‡‘ˆ–Š‡‡˜‡–
i —–‘ƒ–‡™Š‡”‡ˆ‡ƒ•‹„Ž‡Ǥ

…“—‹”‹‰‡™•‘ˆ–™ƒ”‡™‹–Š‘—–‹’”‘˜‹‰–Š‡“—ƒŽ‹–›‘ˆ–Š‡†ƒ–ƒ™‹ŽŽ
Ž‡ƒ†–‘’‘‘”ˆ‘”–Š‡•‘ˆ–™ƒ”‡ǡ’‘••‹„Ž›Ž‡ƒ†‹‰–‘†‹•–”—•–ƒ†
ƒ„ƒ†‘‡–‘ˆƒ‘–Š‡”™‹•‡—•‡ˆ—Ž•›•–‡Ǥ™ƒ›–‘’”‡˜‡––Š‹•‹•–‘
…‘„‹‡•›•–‡—’‰”ƒ†‡•™‹–Š†ƒ–ƒ…Ž‡ƒ•‹‰ƒ†‘”ƒŽ‹œƒ–‹‘
‹‹–‹ƒ–‹˜‡•ǤData cleansing‹•†‡ˆ‹‡†ƒ•Dz•‹ˆ–‹‰–Š”‘—‰Šƒ†ƒ–ƒ„ƒ•‡–‘
ˆ‹†ƒ†ˆ‹š‹•–ƒ‡••—…Šƒ•‹••’‡ŽŽ‹‰ǡ‹••‹‰‹ˆ‘”ƒ–‹‘ǡƒ†ˆƒŽ•‡
†ƒ–ƒdz (APICS Dictionary,ͳͶ–Š‡†‹–‹‘ǤȌ

Data normalization‹•†‡ˆ‹‡†‹–Š‡Dictionaryƒ•ˆ‘ŽŽ‘™•ǣ

”‡Žƒ–‹‘ƒŽ†ƒ–ƒ„ƒ•‡’”‘…‡†—”‡–Šƒ–Š‡Ž’•–‘‹‹‹œ‡†ƒ–ƒ
†—’Ž‹…ƒ–‹‘ƒ†’”‘–‡…––Š‡†ƒ–ƒ„ƒ•‡ˆ”‘…‡”–ƒ‹Ž‘‰‹…ƒŽƒ†
•–”—…–—”ƒŽƒ‘ƒŽ‹‡•™Š‡†ƒ–ƒ‹•‡”‰‡†Ǥ

Ž‡ƒ•‹‰ǡ‘”ƒŽ‹œ‹‰ǡƒ†‘–Š‡”™‹•‡‡Šƒ…‹‰†ƒ–ƒ„‡…‘‡•
‡•’‡…‹ƒŽŽ›‹’‘”–ƒ–™Š‡–™‘‘”‘”‡†ƒ–ƒ„ƒ•‡•ƒ”‡…‘„‹‡†Ǥ
‡”‰‡”•ƒ”‡‘‡‘……ƒ•‹‘ˆ‘”…‘„‹‹‰†ƒ–ƒ„ƒ•‡•Ǥ

Maintaining data …‡ƒˆ‹”ǯ•†ƒ–ƒ„ƒ•‡Šƒ•„‡‡†‡‡‡†ƒ……‡’–ƒ„Ž‡ƒˆ–‡”…Ž‡ƒ•‹‰‘”
accuracy ‘–Š‡”‹’”‘˜‡‡–•ǡ–Š‡ˆ‹”—•––ƒ‡•–‡’•–‘‡•—”‡–Šƒ––Š‡†ƒ–ƒ
“—ƒŽ‹–›†‘‡•ǯ–†‡‰”ƒ†‡‘˜‡”–‹‡Ǥ–‡’•–‘‡•—”‡†ƒ–ƒ‹–‡‰”‹–›‹…Ž—†‡
–Š‡ˆ‘ŽŽ‘™‹‰ǣ
i •–‹–—–‡”‘Ž‡Ǧ„ƒ•‡†ƒ……‡••’‘Ž‹…‹‡•ǡ’”‘…‡†—”‡•ǡƒ†•‘ˆ–™ƒ”‡Ž‹‹–•
ˆ‘”ƒ††‹‰ǡ†‡Ž‡–‹‰ǡƒ†‘†‹ˆ›‹‰‹ˆ‘”ƒ–‹‘Ǥ
i ˜‡•–‹†ƒ–ƒƒ‹–‡ƒ…‡Ȁ…‘–‹—‘—•‹’”‘˜‡‡–’”‘…‡••
–”ƒ‹‹‰ˆ‘”…—””‡–ƒ†ˆ—–—”‡—•‡”•Ǥ

Types of data used ƒ–ƒ…ƒ„‡‡‹–Š‡”•–ƒ–‹…‘”†›ƒ‹…Ǥ–ƒ–‹…†ƒ–ƒ‹…Ž—†‡’Žƒ–Ž‘…ƒ–‹‘•ǡ
™ƒ”‡Š‘—•‡•ǡ•–‘…‡‡’‹‰—‹–•ȋ•Ȍǡ‘”’ƒ”–—„‡”•Ǥ›ƒ‹…†ƒ–ƒ
‹…Ž—†‡ˆ‘”‡…ƒ•–•ǡ…—””‡–†‡Ž‹˜‡”‹‡•ǡƒ††‹”‡…–ƒ–‡”‹ƒŽ•ƒ††‹”‡…–Žƒ„‘”
…‘•–•Ǥ‘‡†›ƒ‹…†ƒ–ƒ‹•‡–‡”‡†ƒ•ƒ•–ƒ†ƒ”†…‘•–Ȁ–‹‡ȋƒDz•Š‘—Ž†
…‘•–dzƒ‘—–‘”–‹‡’‡”‹‘†Ȍˆ‘”’Žƒ‹‰’—”’‘•‡•ƒ†–Š‡ƒ…–—ƒŽ
…‘•–Ȁ–‹‡†ƒ–ƒ‹•”‡…‘”†‡†™Š‡ƒ˜ƒ‹Žƒ„Ž‡ƒ†…‘’ƒ”‡†–‘–Š‡•–ƒ†ƒ”†Ǥ
Š‡‰ƒ–Š‡”‹‰†ƒ–ƒǡ–Š‡‡š’‡…–‡†—•‡‘ˆ–Š‡†ƒ–ƒ•Š‘—Ž†„‡ƒ’”‹ƒ”›
†”‹˜‡”‘ˆ–Š‡†ƒ–ƒ–‘„‡…‘ŽŽ‡…–‡†Ǥ

Š‡–›’‡•‘ˆ†ƒ–ƒ—•‡†™‹ŽŽ˜ƒ”›„‡–™‡‡†‡’ƒ”–‡–ǡ…‘’ƒ›ǡ•—’’Ž›
…Šƒ‹ǡƒ†‹†—•–”›ǤŠ‡‘•–‹’‘”–ƒ–†ƒ–ƒˆ‘”ƒƒŽ›•‹•‹…Ž—†‡
i —”…Šƒ•‡‘”†‡”•ˆ‘””ƒ™ƒ–‡”‹ƒŽ…‘•–ƒ†•’‡†ƒƒŽ›•‹•
i ”†‡”•ˆ‘”†‡ƒ†ƒƒŽ›•‹•ǡ…—•–‘‡”’”‘ˆ‹–ƒ„‹Ž‹–›ǡƒ†…—•–‘‡”
•‡”˜‹…‡

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Module 1: Supply Chain Design

i ˜‡–‘”›†ƒ–ƒˆ‘”™‘”‹‰…ƒ’‹–ƒŽǡ…—•–‘‡”•‡”˜‹…‡…‘•–•ǡƒ†
‘„•‘Ž‡–‡‘”‡š…‡••‹˜‡–‘”‹‡•
i Š‹’‡–†ƒ–ƒˆ‘”‡–™‘”‘’–‹‹œƒ–‹‘ǡ–”ƒ•’‘”–ƒ–‹‘•’‡†
ƒƒŽ›•‹•ǡ…ƒ””‹‡”’‡”ˆ‘”ƒ…‡ƒƒŽ›•‹•ǡƒ†–”ƒ•’‘”–ƒ–‹‘”ƒ–‡
‡‰‘–‹ƒ–‹‘•
i —•–‘‡”ƒ•–‡”ˆ‹Ž‡•ƒ†•—’’Ž‹‡”ƒ•–‡”ˆ‹Ž‡•Ǥ

ƒ–ƒ‡š‹•–ˆ‘”‡˜‡”›†‡’ƒ”–‡–ƒ†ƒ”‡ƒ‘ˆƒ…‘’ƒ›Ǥ ‘”‡šƒ’Ž‡ǡ
…—•–‘‡”†ƒ–ƒ‹…Ž—†‡…—•–‘‡”‘”†‡”Š‹•–‘”›ǡ’‘‹–Ǧ‘ˆǦ•ƒŽ‡ȋȌ†ƒ–ƒǡ
ƒ†–Š‡…—•–‘‡”ƒ•–‡”ˆ‹Ž‡ǡƒ‘‰‘–Š‡”–Š‹‰•Ǥ ”‘–Š‡•‡„ƒ•‹…
•‘—”…‡•ǡ‘‡ƒƒŽ›•‹•‹‰Š–“—‡”›•ƒŽ‡•„›…—•–‘‡”ƒ†…—•–‘‡”
Ž‘…ƒ–‹‘ǡˆ—”–Š‡”„”‘‡†‘™‹–‘•ƒŽ‡•„›’ƒŽŽ‡–•ǡ…ƒ•‡•ǡ‘”’‹‡…‡•‘”
‹–‘•ƒŽ‡•„›™‡‹‰Š–ǡ…—„‡ǡ’”‘†—…–Ž‹‡•ǡ‘”ˆ”‡“—‡…›Ǥ‹‹Žƒ”“—‡”‹‡•
…‘—Ž†„‡”—ˆ‘”•ƒŽ‡•„›‘”‘–Š‡”‡ƒ•—”‡•Ǥ

—…Š‹ˆ‘”ƒ–‹‘”‡•—Ž–•‹…—•–‘‡”ƒ…–‹˜‹–›’”‘ˆ‹Ž‡•ǡƒ…–‹˜‹–›
’”‘ˆ‹Ž‡•ǡ…—•–‘‡”„›’”‘ˆ‹Ž‡•ǡƒ†…—•–‘‡”‘”†‡”’”‘ˆ‹Ž‡•ǡ‡ƒ…Š
„”‘‡†‘™„›•ƒŽ‡•ƒ‘—–•ƒ†˜‘Ž—‡Ǥ ”‘–Š‡•‡†ƒ–ƒǡƒƒ‰‡”•
…ƒ†‡–‡”‹‡…—•–‘‡”•‡‰‡–•ǡ„‡––‡”…Žƒ••‹ˆ›•ǡ•‡–…—•–‘‡”
”‡•’‘•‡‡ƒ•—”‡•ǡƒ††‡–‡”‹‡ƒ‘’–‹ƒŽ…—•–‘‡”•‡”˜‹…‡
•–”ƒ–‡‰›ˆ‘”‡ƒ…Š…—•–‘‡”•‡‰‡–Ǥ

Data aggregation Aggregation‹•–Š‡…‘…‡’––Šƒ–’‘‘Ž‹‰”ƒ†‘˜ƒ”‹ƒ„Ž‡•”‡†—…‡•–Š‡
”‡Žƒ–‹˜‡˜ƒ”‹ƒ…‡‘ˆ–Š‡”‡•—Ž–‹‰ƒ‰‰”‡‰ƒ–‡†˜ƒ”‹ƒ„Ž‡Ǥ‘–Š‡”™‘”†•ǡ–Š‡
’‡ƒ•ƒ†˜ƒŽŽ‡›•‹–Š‡†ƒ–ƒƒ”‡•‘‘–Š‡†‘—–™Š‡–Š‡›ƒ”‡…‘„‹‡†ǡ
™Š‹…ŠƒŽŽ‘™•ƒ˜‡”ƒ‰‡•ƒ†–”‡†•–‘„‡‘”‡‘„˜‹‘—•Ǥƒ††‹–‹‘–‘
”‡†—…‹‰˜ƒ”‹ƒ…‡ǡƒ‰‰”‡‰ƒ–‹‘‹•—•‡ˆ—Ž„‡…ƒ—•‡ƒ••‹˜‡ƒ‘—–•‘ˆ†ƒ–ƒ
…ƒ„‡†‹ˆˆ‹…—Ž––‘‹–‡”’”‡–™Š‡˜‹‡™‡†ƒ–ƒ‰”ƒ—Žƒ”Ž‡˜‡ŽǤ ‘”‡šƒ’Ž‡ǡ
Ž‘‘‹‰ƒ–•ƒŽ‡•„›„›•–‘”‡™‹ŽŽŠƒ˜‡ƒŽƒ”‰‡ƒ‘—–‘ˆ…‘ˆ—•‹‰
˜ƒ”‹ƒ–‹‘Ǥˆ›‘—Ž‘‘ƒ–•ƒŽ‡•„›„›”‡‰‹‘ǡ–Š‹•™‹ŽŽ”‡†—…‡˜ƒ”‹ƒ–‹‘
ƒ†’”‘˜‹†‡„‡––‡”‹•‹‰Š–•Ǥ —”–Š‡”ƒ‰‰”‡‰ƒ–‹‘…‘—Ž†„‡†‘‡–‘Ž‘‘ƒ–
‡ƒ‹‰ˆ—Ž‰”‘—’‹‰•‘ˆ•’‡””‡‰‹‘ȋ‡Ǥ‰ǤǡƒŽŽ•‹œ‡•‘ˆ–Š‡•ƒ‡•Š‹”–ȌǤ

Analyzing data ƒŽ›•‹•–—”•†ƒ–ƒ‹–‘„—•‹‡••‹ˆ‘”ƒ–‹‘ǡ‘”‹ˆ‘”ƒ–‹‘–Šƒ–‹•
’Žƒ…‡†‹…‘–‡š–ǡ‹•”‡Ž‡˜ƒ–ƒ†”‡Ž‹ƒ„Ž‡ǡƒ†—’‘™Š‹…Šƒ…–‹‘•…ƒ„‡
†‡–‡”‹‡†ǤƒŽ›•‹••Š‘—Ž†”‡˜‡ƒŽ–Š‡„‡•–™ƒ›–‘ƒŽŽ‘…ƒ–‡•…ƒ”…‡
”‡•‘—”…‡•ǤŠ‘Ž‹•–‹…ƒƒŽ›•‹•‘ˆ–Š‡‡š–‡†‡†•—’’Ž›…Šƒ‹•Š‘—Ž†”‡˜‡ƒŽ
–Š‡‘’–‹ƒŽ—•‡‘ˆƒ••‡–•ˆ‘”‡ƒ…Š’ƒ”–‡”ǤƒŽ›•‹•‘……—”•ƒ––Š‡•–”ƒ–‡‰‹…ǡ
–ƒ…–‹…ƒŽǡƒ†‘’‡”ƒ–‹‘ƒŽŽ‡˜‡Ž•ǡ•—…Šƒ•†‡–‡”‹‹‰–Š‡Ž‘…ƒ–‹‘ƒ†
—„‡”‘ˆ†‹•–”‹„—–‹‘…‡–‡”•ȋ•Ȍ‘”…ƒŽ…—Žƒ–‹‰ˆ”‘™Š‹…Š•–‘
•Š‹’…‡”–ƒ‹‰‘‘†•†—”‹‰•‡ƒ•‘ƒŽ†‡ƒ†ˆŽ—…–—ƒ–‹‘•ǤƒŽ›–‹…ƒŽ
•›•–‡••Š‘—Ž†„‡ˆŽ‡š‹„Ž‡‡‘—‰Š–‘‹…‘”’‘”ƒ–‡•Š‹ˆ–•‹•–”ƒ–‡‰‹‡•ǡ•—…Š
ƒ•‘˜‹‰ˆ”‘†‹•–”‹„—–‡†™ƒ”‡Š‘—•‡•–‘ƒ…‡–”ƒŽ‹œ‡†™ƒ”‡Š‘—•‡Ǥ

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 Section B: Design the Supply Chain

Decision support decision support system (DSS)‹•Dzƒ…‘’—–‡”•›•–‡†‡•‹‰‡†–‘

systems (DSS) ƒ••‹•–ƒƒ‰‡”•‹•‡Ž‡…–‹‰ƒ†‡˜ƒŽ—ƒ–‹‰…‘—”•‡•‘ˆƒ…–‹‘„›’”‘˜‹†‹‰
ƒŽ‘‰‹…ƒŽǡ—•—ƒŽŽ›“—ƒ–‹–ƒ–‹˜‡ǡƒƒŽ›•‹•‘ˆ–Š‡”‡Ž‡˜ƒ–ˆƒ…–‘”•dzȋAPICS
DictionaryǡͳͶ–Š‡†‹–‹‘ȌǤ‹•ƒ„”‘ƒ†–‡”ˆ‘”ƒ›•‘ˆ–™ƒ”‡ƒ’’Ž‹…ƒ–‹‘
—•‡†–‘Š‡Ž’ƒƒ‰‡‡–ƒ‡„‡––‡”†‡…‹•‹‘•Ǥ‰‡‡”ƒ–‡ƒƒŽ›–‹…ƒŽ
‘†‡Ž•–Šƒ–ƒ”‡„ƒ•‡†‘ƒ–Š‡ƒ–‹…ƒŽƒŽ‰‘”‹–Š•ǡ•‹—Žƒ–‹‘•ǡ‘”
Š›„”‹†•‘ˆ–Š‡–™‘ǤƒŽ›–‹…ƒŽ‘†‡Ž•ƒ”‡•‹’Ž›•‹’Ž‹ˆ‹‡†˜‡”•‹‘•‘ˆƒ
”‡ƒŽ•‹–—ƒ–‹‘ǡ‡˜‡–ǡ‘”–”ƒ•ƒ…–‹‘Ǥ‰‘‘†‘†‡Ž™‹ŽŽŠƒ˜‡Œ—•–‡‘—‰Š
‹ˆ‘”ƒ–‹‘–‘Š‡Ž’‰—‹†‡ƒ†‡…‹•‹‘™‹–Š‘—–‹…Ž—†‹‰ƒ›†‡–ƒ‹Ž•–Šƒ–
™‘—Ž†…‘ˆ—•‡–Š‡‹••—‡ƒ–Šƒ†Ǥ‘†‡Ž•ƒ›‘–ƒŽ™ƒ›•„‡’—”‡Ž›
ƒ–Š‡ƒ–‹…ƒŽ˜‡”•‹‘•„‡…ƒ—•‡ƒƒ›„‡‡‡†‡†–‘Š‡Ž’ƒƒ‰‡‡–
ƒ‡–”ƒ†‡‘ˆˆ•„‡–™‡‡–™‘‘”‘”‡’‘••‹„Ž›“—ƒŽ‹–ƒ–‹˜‡‘„Œ‡…–‹˜‡•Ǥ

••Š‘™‹šŠ‹„‹–ͳǦͷͷǡ„ƒ•‹……‘’‘‡–•‹…Ž—†‡ƒ‹’—–
†ƒ–ƒ„ƒ•‡ǡƒ•‡–‘ˆ†ƒ–ƒƒƒŽ›•‹•–‘‘Ž•ǡƒ†ƒ•‡–‘ˆ†ƒ–ƒ„ƒ•‡ƒ†
•’”‡ƒ†•Š‡‡–’”‡•‡–ƒ–‹‘–‘‘Ž•–‘†‹•’Žƒ›”‡•—Ž–•ǤƒŽ›•‹•–‘‘Ž•ƒŽ•‘
‹…Ž—†‡†ƒ–ƒ‹‹‰ǡ…‘‘Ž›—•‹‰ƒ†ƒ–ƒ™ƒ”‡Š‘—•‡‘”ƒ•Šƒ”‡†
‹–‡”‘”‰ƒ‹œƒ–‹‘ƒŽ†ƒ–ƒ„ƒ•‡ǤData mining‹•Dz–Š‡’”‘…‡••‘ˆ•–—†›‹‰
†ƒ–ƒ–‘•‡ƒ”…Šˆ‘”’”‡˜‹‘—•Ž›—‘™”‡Žƒ–‹‘•Š‹’•ǤŠ‹•‘™Ž‡†‰‡‹•
–Š‡ƒ’’Ž‹‡†–‘ƒ…Š‹‡˜‹‰•’‡…‹ˆ‹…„—•‹‡••‰‘ƒŽ•dzȋAPICS DictionaryǡͳͶ–Š
‡†‹–‹‘ȌǤ

Exhibit 1-55: Decision Support Systems (DSS)

1. Management formulates a 2. DSS software searches for

business scenario and the appropriate information
requests the DSS system in the ERP system, formats
to evaluate and analyze it. it, and applies logic to it.

Management DSS
Software ERP System

3. DSS software analyzes the

selected data and provides
management with alternative
Presentation of courses of action based on
Information the requested scenario.



”‡•‡–ƒ–‹‘–‘‘Ž•ˆ‹Ž–‡”–Š‡ƒ••‹˜‡†ƒ–ƒ‘—–’—–‘ˆƒƒƒŽ›•‹•‹–‘
”‘Ž‡Ǧ•’‡…‹ˆ‹…‹ˆ‘”ƒ–‹‘—•‹‰Dz†ƒ•Š„‘ƒ”†•dz–Šƒ–ƒŽŽ‘™—•‡”•–‘
…—•–‘‹œ‡–Š‡‹ˆ‘”ƒ–‹‘–‘•—‹––Š‡‹”‡‡†•Ǥ ‘”‡šƒ’Ž‡ǡƒ†ƒ•Š„‘ƒ”†
…‘—Ž†•Š‘™ƒƒ”‡–‹‰ƒƒ‰‡”–Š‡•‹—Žƒ–‡†”‡•—Ž–•‘ˆƒ•ƒŽ‡•
…ƒ’ƒ‹‰„—–‘‹–ƒ—ˆƒ…–—”‹‰•‹—Žƒ–‹‘”‡•—Ž–•Ǥ


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Module 1: Supply Chain Design

’—–†ƒ–ƒ–‘ƒˆ‘”•—’’Ž›…Šƒ‹ƒƒ‰‡‡–‹‰Š–‹…Ž—†‡ǡƒ‘‰
ƒ›‘–Š‡”•’‡…‹ˆ‹…†ƒ–ƒ‹–‡•
i –ƒ–‹…ƒ†•‡‹•–ƒ–‹…†ƒ–ƒ•—…Šƒ•…—•–‘‡”‘”†‡”Š‹•–‘”›ǢŽ‘…ƒ–‹‘•
‘ˆ•—’’Ž‹‡”•ǡ™ƒ”‡Š‘—•‡•ǡƒ†”‡–ƒ‹Ž‡”•Ǣ™‡‹‰Š–Ǣ˜‘Ž—‡ȋ…—„‡ȌǢ
Š‘Ž†‹‰…‘•–Ǣƒ†•Š‡ŽˆŽ‹ˆ‡ȋƒš‹—ƒ†‹‹—Ȍ‘ˆ’”‘†—…–•
i ›ƒ‹…†ƒ–ƒǡ•—…Šƒ•’‘‹–Ǧ‘ˆǦ•ƒŽ‡†ƒ–ƒƒ†•ƒŽ‡•ˆ‘”‡…ƒ•–•Ǣ…—””‡–
…ƒ’ƒ…‹–›ƒ†–”ƒ•’‘”–ƒ–‹‘…‘•–•–‘†‹•–”‹„—–‹‘…‡–‡”•Ǣ”‡–ƒ‹Ž‡”
‹˜‡–‘”›Ž‡˜‡Ž•Ǣ†‡Ž‹˜‡”›•–ƒ–—•Ǣƒ†’”‘†—…–•ƒŽ‡•ˆ‘”‡…ƒ•–•
i “—‡”‹‡•ǡ•—…Šƒ••ƒŽ‡•„›…—•–‘‡”ǡ•‡‰‡–ǡ‘”Ǣ’—”…Šƒ•‹‰
„›•—’’Ž‹‡”ǡǡ‡–…ǤǢ‘ǦŠƒ†‹˜‡–‘”›ƒ†‹˜‡–‘”›ˆ‘”‡…ƒ•–•Ǣ
‘”†‡”•„›˜ƒŽ—‡ǡŽ‹‡•ǡ—‹–•ǡ‡–…ǤǢƒ††‡ƒ†˜ƒ”‹ƒ„‹Ž‹–›Ǥ

–”ƒ–‡‰‹…ǦŽ‡˜‡Ž…ƒƒˆˆ‘”†–‘„‡†‡–ƒ‹Ž‡†ƒ†”‡Žƒ–‹˜‡Ž›•Ž‘™„‡…ƒ—•‡
–Š‡†‡…‹•‹‘•ƒ”‡Ž‘‰Ǧ–‡”ƒ†‡‡†–‘„‡’‡”ˆ‘”‡†‘Ž›’‡”‹‘†‹…ƒŽŽ›Ǥ
—…Š•›•–‡•‘ˆ–‡—•‡–Š‡‘•–‡š–‡•‹˜‡Š‹•–‘”‹…ƒŽ†ƒ–ƒƒ˜ƒ‹Žƒ„Ž‡Ǥ
ƒ…–‹…ƒŽ†‡…‹•‹‘•”‡“—‹”‡ƒ„ƒŽƒ…‡„‡–™‡‡•’‡‡†ƒ†•‘’Š‹•–‹…ƒ–‹‘Ǥ
’‡”ƒ–‹‘ƒŽ—•–„‡ƒ„Ž‡–‘’”‘˜‹†‡ˆƒ•–†‡…‹•‹‘•ƒ†•‘ƒ”‡
‰‡‡”ƒŽŽ›•‹’Ž‡”‘†‡Ž•–Šƒ–—•‡…—””‡–†ƒ–ƒˆ‘”•Š‘”–Ǧ–‡”’Žƒ‹‰Ǥ

Big data Dz‹‰†ƒ–ƒdz‹•ƒ„—œœ™‘”†–‡”–Šƒ–Šƒ•„‡‡—•‡†–‘†‡•…”‹„‡–Š‡
ƒ••‹˜‡ƒ‘—–‘ˆ„‘–Š—•–”—…–—”‡†ƒ†—Ž–‹•–”—…–—”‡††ƒ–ƒ–Šƒ–‹•
•‘Žƒ”‰‡–Šƒ–‹–‹•Šƒ”†–‘’”‘…‡••—•‹‰–”ƒ†‹–‹‘ƒŽ†ƒ–ƒ„ƒ•‡ƒ†
•‘ˆ–™ƒ”‡–‡…Š‹“—‡•Ǥ‹‰†ƒ–ƒ…‘‡•ˆ”‘†‹ˆˆ‡”‡–•‘—”…‡•Ȅ™‡„ǡ
•ƒŽ‡•ǡ…—•–‘‡”…‘–ƒ…–ǡ•‘…‹ƒŽ‡†‹ƒǡ‘„‹Ž‡†ƒ–ƒǡƒ†•‘‘Ǥ

ƒ›ˆ”ƒ‡–Š‡†‹•…—••‹‘‘ˆ„‹‰†ƒ–ƒ—•‹‰volumeȋ–Š‡ƒ‘—–‘ˆ
†ƒ–ƒȌǡvelocityȋ–Š‡•’‡‡†‘ˆ‹ˆ‘”ƒ–‹‘‰‡‡”ƒ–‡†ƒ†–Š‡ˆŽ‘™‘ˆ‹–
–Š”‘—‰Š–Š‡•—’’Ž›…Šƒ‹Ȍǡƒ†varietyȋ–Š‡‹†‘ˆ†ƒ–ƒƒ˜ƒ‹Žƒ„Ž‡ȌǤ
‘™‡˜‡”ǡ–Š‡–‡”ƒ›ƒŽ•‘”‡ˆ‡”–‘–Š‡–‡…Š‘Ž‘‰›–Šƒ–ƒ‘”‰ƒ‹œƒ–‹‘
”‡“—‹”‡•–‘Šƒ†Ž‡–Š‡Žƒ”‰‡ƒ‘—–•‘ˆ†ƒ–ƒƒ†•–‘”ƒ‰‡ˆƒ…‹Ž‹–‹‡•Ǥ

Š‡APICS DictionaryǡͳͶ–Š‡†‹–‹‘ǡ†‡ˆ‹‡•big dataƒ•ǣ

…‘ŽŽ‡…–‹‘‘ˆ†ƒ–ƒƒ†–‡…Š‘Ž‘‰›–Šƒ–ƒ……‡••‡•ǡ‹–‡‰”ƒ–‡•ǡƒ†
”‡’‘”–•ƒŽŽƒ˜ƒ‹Žƒ„Ž‡†ƒ–ƒ„›ˆ‹Ž–‡”‹‰ǡ…‘””‡Žƒ–‹‰ǡƒ†”‡’‘”–‹‰‹•‹‰Š–•
‘–ƒ––ƒ‹ƒ„Ž‡™‹–Š’ƒ•–†ƒ–ƒ–‡…Š‘Ž‘‰‹‡•Ǥ–†‡•…”‹„‡•†ƒ–ƒ’”‘…‡••‹‰
„‡›‘†–Š‡Š—ƒ•…ƒŽ‡Ǥ–Š‡’ƒ•–ǡ†ƒ–ƒ„ƒ•‡•–‡†‡†–‘„‡Ž‹‹–‡†Ȅ
–Š‡›‘Ž›Šƒ†–‘‡‡––Š‡†‡ƒ†•‘ˆŠ—ƒ—•‡”•‡–‡”‹‰ƒ†
”‡–”‹‡˜‹‰†ƒ–ƒǤ‹–Š–Š‡‡‡”‰‡…‡‘ˆ‡Ǧ…‘‡”…‡ƒ†‹–‡”‡–•‡ƒ”…Š
‡‰‹‡•ǡ†ƒ–ƒ„ƒ•‡–‡…Š‘Ž‘‰›‹•‡˜‘Ž˜‹‰–‘ƒƒ‰‡Š—ƒ•ƒ†
…‘’—–‡”•Ǥ‘†ƒ›ǡ™‹–Š–Š‡ƒ‘—–‘ˆ†ƒ–ƒ‰”‘™‹‰„›ͷͲ’‡”…‡–‡ƒ…Š
›‡ƒ”ǡ‹–‹•‹ˆ‘”ƒ–‹‘–‡…Š‘Ž‘‰›–Šƒ–‹•…ƒ’ƒ„Ž‡‘ˆƒƒ‰‹‰ǡ
’”‘…‡••‹‰ǡƒ†ˆ‹†‹‰˜ƒŽ—‡Ǥ

ƒ–ƒƒƒŽ›–‹…•–‘‘Ž•ƒ†„‹‰†ƒ–ƒƒ”‡–™‘‡Ž‡‡–•–Šƒ–…ƒŠ‡Ž’
„—•‹‡••‡•‹†‡–‹ˆ›’”‘„Ž‡ƒ”‡ƒ•™‹–Š‹ƒ•—’’Ž›…Šƒ‹„‡ˆ‘”‡–Š‘•‡

© 2016 APICS 1-306 Version 4.0, 2016 Edition

All rights reserved Printed on 100% post-consumer waste recycled paper.
 Section B: Design the Supply Chain

ƒ”‡ƒ•ƒ…–—ƒŽŽ›†‘†ƒƒ‰‡Ǥ‘’ƒ‹‡•‡‡†–‘–Š‹ƒ„‘—–Š‘™–Š‡›™‹ŽŽ
—•‡„‹‰†ƒ–ƒ–‘‹’”‘˜‡–Š‡‹”•—’’Ž›…Šƒ‹ǣ
i Data collection.‡…‹†‹‰Š‘™—…Š†ƒ–ƒ–‘…‘ŽŽ‡…–ƒ†Š‘™‹–™‹ŽŽ
„‡ƒƒŽ›œ‡†Ǥ
i Technology usage.‡’ƒ”ƒ–‡‹•‹‰Š–•ˆ”‘—•‡Ž‡••†ƒ–ƒƒ†’”‡•‡–
–Š‡‹•‹‰Š–•‹ƒ™ƒ›–Šƒ–‹•‹•–ƒ–Ž›—†‡”•–ƒ†ƒ„Ž‡Ǥ
i Leverage resultsǤ…‘”’‘”ƒ–‡‹•‹‰Š–•‹–‘–Š‡†‡…‹•‹‘Ǧƒ‹‰
’”‘…‡••Ǥ

‘”‡šƒ’Ž‡ǡ–™‘—•‡•‘ˆ„‹‰†ƒ–ƒƒ”‡†‡ƒ†•‡•‹‰ƒ††‡ƒ†
•Šƒ’‹‰Ǥ‡ƒ†•‡•‹‰‹•—•‡†–‘†‡–‡…–…Šƒ‰‡•‹†‡ƒ†ˆ”‘
…‘•—‡”•‹‡ƒ””‡ƒŽ–‹‡Ǥ‡ƒ†•Šƒ’‹‰‹•–Š‡—•‡†–‘ƒŽ–‡”
†‡ƒ†’Žƒ•–‘”‡ˆŽ‡…––Š‡„‡•–…—””‡–‹ˆ‘”ƒ–‹‘‘†‡ƒ†Ǥ

Model and data Š‡ˆ‹”•–•–‡’‹ƒƒŽ›–‹…ƒŽ‘†‡Ž˜ƒŽ‹†ƒ–‹‘‹•–‘’—–Š‹•–‘”‹…ƒŽ†ƒ–ƒ‹–‘
validation –Š‡‘†‡Žƒ†•‡‡‹ˆ–Š‡”‡•—Ž–•ƒ”‡ƒ•‡š’‡…–‡†Ǥˆ–Š‡›ƒ”‡ǡ–Š‡‘†‡Ž‹•
”—ƒ‰ƒ‹—•‹‰…—””‡–†ƒ–ƒǡƒ†–Š‡‘—–’—–‹•…‘’ƒ”‡†™‹–Š‡š’‡…–‡†
”‡•—Ž–•ˆ‘””‡ƒ•‘ƒ„Ž‡‡••ǤŠ‡‡‹–Š‡”‘ˆ–Š‡ƒ„‘˜‡˜ƒŽ‹†ƒ–‹‘–‡•–•
”‡–—”•—‡š’‡…–‡†‘”™‹Ž†Ž›‹ƒ……—”ƒ–‡”‡•—Ž–•ǡ„‘–Š–Š‡‘†‡Žƒ†–Š‡
†ƒ–ƒƒ”‡‡š’Ž‘”‡†–‘ˆ‹†‡””‘”•ǡ„—‰•ǡ‘—–Ž‹‡”‡š…‡’–‹‘•ǡ‘”‹…‘””‡…–‘”
—”‡ƒŽ‹•–‹…ƒ••—’–‹‘•Ǥ

‡…ƒ—•‡‘†‡Ž•‘ˆ–‡—•‡ƒ‰‰”‡‰ƒ–‡††ƒ–ƒǡ–Š‡ƒ‘—–‘ˆ‡””‘””‡Žƒ–‡†
–‘–Š‡ƒ‰‰”‡‰ƒ–‹‘•Š‘—Ž†„‡‡•–‹ƒ–‡†Ǥˆ–Š‡‡””‘”‹•™‹–Š‹
’”‡†‡–‡”‹‡†Ž‹‹–•ǡ‹–‹•…‘•‹†‡”‡†ƒ……‡’–ƒ„Ž‡Ǥ ‹ƒŽŽ›ǡ‹ˆ–Š‡‘†‡Ž
ƒ‡•‹–—‹–‹˜‡•‡•‡ƒ†–Š‡†ƒ–ƒƒ”‡…‘•‹•–‡–™‹–Šƒ…–—ƒŽ”‡•—Ž–•‘”
‹ˆƒ›ƒ‘ƒŽ‹‡•‹–Š‡†ƒ–ƒ…ƒ„‡ˆ—ŽŽ›‡š’Žƒ‹‡†ǡ–Š‡–Š‡‘†‡Ž‹•
”‡ƒ†›–‘„‡—•‡†‹’”‘†—…–‹‘Ǥ

Collaboration with ‘ŽŽƒ„‘”ƒ–‹‘™‹–Š‡›•—’’Ž›…Šƒ‹’ƒ”–‡”•‹•ƒ’”‹ƒ”›‰‘ƒŽ‘ˆ‘”‰ƒ‹Ǧ
supply chain œƒ–‹‘•™‹•Š‹‰–‘”‡ƒ…Š–ƒ‰‡Ͷ‘ˆ•—’’Ž›…Šƒ‹†‡˜‡Ž‘’‡–ǡ–Š‡‡š–‡†‡†
partners ‡–‡”’”‹•‡ǤŠ‡†‹•…—••‹‘‘ˆƒ…“—‹•‹–‹‘ƒ†—•‡‘ˆ†ƒ–ƒ•Š‘—Ž†–Š‡”‡ˆ‘”‡
‡†‘–Š‹•‘–‡ǤŠƒ”‹‰†ƒ–ƒ…ƒŠ‡Ž’‘”‰ƒ‹œƒ–‹‘••–ƒ›…‘’‡–‹–‹˜‡„›
‰Ž‘„ƒŽŽ›‘’–‹‹œ‹‰–Š‡‹”•—’’Ž›‡–™‘”ǡ•Šƒ”‹‰„‘–Š”‹••ƒ†”‡™ƒ”†•
™‹–Š’ƒ”–‡”•ǡƒ†—•‹‰…‘ŽŽƒ„‘”ƒ–‹˜‡ˆ‘”‡…ƒ•–‹‰ƒ†ƒ…–‹˜‡˜‹•‹„‹Ž‹–›Ǥ

Automatic Š‡APICS DictionaryǡͳͶ–Š‡†‹–‹‘ǡ†‡ˆ‹‡•ƒautomatic identification
identification system (AIS)ƒ•Dzƒ•›•–‡–Šƒ–…ƒ—•‡˜ƒ”‹‘—•‡ƒ•ǡ‹…Ž—†‹‰„ƒ”
technologies …‘†‡•…ƒ‹‰ƒ†”ƒ†‹‘ˆ”‡“—‡…‹‡•ǡ–‘•‡•‡ƒ†Ž‘ƒ††ƒ–ƒ‹ƒ
…‘’—–‡”Ǥdz‡˜‹…‡•—•‡†ˆ‘”ƒƒ”‡•‘‡–‹‡•…ƒŽŽ‡†ƒ—–‘ƒ–‹…
‹†‡–‹ˆ‹…ƒ–‹‘ƒ††ƒ–ƒ…ƒ’–—”‡ȋȌ †‡˜‹…‡•ǤŠ‡•‡†‡˜‹…‡•‹†‡–‹ˆ›
‹–‡•ƒ†–”ƒ…–Š‡‘˜‡‡–‘ˆ‰‘‘†•ƒ…”‘••–Š‡•—’’Ž›…Šƒ‹
ƒ—–‘ƒ–‹…ƒŽŽ›ǡŽ‡ƒ˜‹‰‡’Ž‘›‡‡•–‘Šƒ†Ž‡Œ—•––Š‡’Š›•‹…ƒŽ‘˜‡‡–

© 2016 APICS 1-307 Version 4.0, 2016 Edition

All rights reserved Printed on 100% post-consumer waste recycled paper.
Module 1: Supply Chain Design

‘ˆ‰‘‘†•ǤŠ‡‡›„‡‡ˆ‹–•‘ˆƒƒ”‡ˆƒ•–‡”‹ˆ‘”ƒ–‹‘˜‹•‹„‹Ž‹–›ƒ†
‹…”‡ƒ•‡†–”ƒ•ƒ…–‹‘ƒ……—”ƒ…›ƒ†’”‘…‡••‹‰•’‡‡†Ǥ

Ž‹‡ƒ•‡”‹ƒŽ—„‡”‘ƒ‘„Œ‡…–ǡƒ†‡˜‹…‡…ƒ…‘—‹…ƒ–‡
‹–•’”‡•‡…‡Ǥ†‡˜‹…‡•Šƒ˜‡–™‘‡›ˆ‡ƒ–—”‡•ǣƒ—–‘ƒ–‹……Žƒ••‹Ǧ
ˆ‹…ƒ–‹‘ƒ†ƒ—–‘ƒ–‹…‹†‡–‹ˆ‹…ƒ–‹‘Ǥ”‘’‡”…Žƒ••‹ˆ‹…ƒ–‹‘‹•ƒ’”‡Ǧ
”‡“—‹•‹–‡–‘…”‡ƒ–‹‰ƒ—‹“—‡‹†‡–‹ˆ‹‡”ˆ‘”ƒ‹–‡ǤŠ‡…Žƒ••‹ˆ‹…ƒ–‹‘
’”‘…‡••ƒ’’Ž‹‡•–Š‡‘„Œ‡…–ǯ•…Žƒ••–‘•‘‡‘ˆ–Š‡—„‡”•‹ƒ
‹†‡–‹ˆ‹‡”ǡ”‡†—…‹‰–Š‡…‘’Ž‡š‹–›‘ˆ–Š‡—„‡”‹‰’”‘…‡••ƒ†
‹…”‡ƒ•‹‰‹†‡–‹ˆ‹…ƒ–‹‘•’‡‡†Ǥ‹–‡–Šƒ–…ƒ…‘—‹…ƒ–‡‹–•…Žƒ••
ƒŽŽ‘™•‘’–‹‹œƒ–‹‘‘ˆ‰”‘—’•‘ˆ‘„Œ‡…–•Ǥ–Š‡™ƒ”‡Š‘—•‡ǡ–Š‡•‡‹–‡•
…ƒ„‡•–‘”‡†‹‘’–‹ƒŽŽ‘…ƒ–‹‘•Ǥ–”ƒ•’‘”–ƒ–‹‘ǡƒ˜ƒ‹Žƒ„Ž‡•Š‹’’‹‰
•’ƒ…‡…ƒ„‡’Žƒ‡†Ǥ”‡–ƒ‹Žǡ•Š‡Žˆ•’ƒ…‡…ƒ„‡’Žƒ‡†Ǥ

‡…ƒ—•‡–Š‡‹–‡”‡–ƒŽŽ‘™•ƒ……‡••–‘‹ˆ‘”ƒ–‹‘ˆ”‘ƒ›™Š‡”‡ǡ
†‡˜‹…‡•…ƒ…Žƒ••‹ˆ›ƒ†‹†‡–‹ˆ›–Š‡•‡Ž˜‡•‘ƒ‡–™‘”Ǥ•–‡ƒ†‘ˆ
–”›‹‰–‘‡‡’ƒŽŽ’”‘†—…–†ƒ–ƒ‘ƒ–ƒ‰ǡ‘”‡˜‡‹ƒ•–ƒ–‹…†ƒ–ƒ„ƒ•‡ǡ‘Ž›
ƒ—‹“—‡‹†‡–‹ˆ‹‡”‹•”‡“—‹”‡†ƒ†–Š‡’”‘†—…–†ƒ–ƒˆ‘”–Š‡…ƒ„‡
•–‘”‡†‘–Š‡‹–‡”‡–Ǥ


Ž‘„ƒŽ‹†‡–‹ˆ‹…ƒ–‹‘”‡“—‹”‡•–Šƒ––Š‡‹†‡–‹ˆ‹‡”•ˆ‘”‘„Œ‡…–•„‡—‹“—‡
•‘–Š‡‹–‡”‡–…ƒ›‹‡Ž†‘Ž›‘‡ƒ–…Š’‡”‹–‡Ǥƒ”…‘†‡•†‘–Š‹•–‘ƒ
…‡”–ƒ‹†‡‰”‡‡ǡ„—–”ƒ†‹‘ˆ”‡“—‡…›‹†‡–‹ˆ‹…ƒ–‹‘ȋ Ȍ‹•‘”‡
–Š‘”‘—‰ŠǤ‘–ŠǡŠ‘™‡˜‡”ǡ…ƒ„‡—•‡†–‘—’†ƒ–‡–Š‡–”ƒ•ƒ…–‹‘ƒŽ
†ƒ–ƒ„ƒ•‡™Š‡…Šƒ‰‡•‘……—”Ǥ—–‘ƒ–‹…‹†‡–‹ˆ‹…ƒ–‹‘•›•–‡•ƒ”‡
—•‡†‹ƒ›’Žƒ…‡•™Š‡”‡–Š‡’Š›•‹…ƒŽ™‘”Ž†—•–…‘‡…–™‹–Š–Š‡
™‘”Ž†‘ˆ†ƒ–ƒǡƒ••Š‘™‹šŠ‹„‹–ͳǦͷ͸Ǥ

Exhibit 1-56: Automatic Identification System (AIS) Interface Points

Receive
Shi
e
Mov

Material Flow
Cycle

Pr
od
ck

uc
Pa


Impact of AIS on Š‡‘˜‡‡–ˆ”‘’ƒ’‡”Ǧ‹–‡•‹˜‡ƒ…–‹˜‹–‹‡•–‘‹’”‘˜‡•
supply chain ’”‘†—…–‹˜‹–›Ǥ‘”‡”••’‡†Ž‡••–‹‡Ž‘‘‹‰ˆ‘”ƒ†’”‘…‡••‹‰
performance ’ƒ’‡”™‘”ǡ™”‹–‹‰—„‡”•ǡƒ†‡–‡”‹‰†ƒ–ƒǤ†‡˜‹…‡•”‡†—…‡

© 2016 APICS 1-308 Version 4.0, 2016 Edition

All rights reserved Printed on 100% post-consumer waste recycled paper.
 Section B: Design the Supply Chain

‡””‘”•„›‡Ž‹‹ƒ–‹‰—‡”‹…–”ƒ•’‘•‹–‹‘•ǡ‹••‹‰‘”‹…‘’Ž‡–‡
‹ˆ‘”ƒ–‹‘ǡƒ†Ž‘•–‘”†ƒƒ‰‡†’ƒ’‡”™‘”Ǥ

†‡˜‹…‡••Š‘—Ž†„‡™‹”‡Ž‡••™Š‡‡˜‡”’‘••‹„Ž‡Ǥƒ”…‘†‡ƒ† 
•…ƒ‡”•…ƒ‘™„‡‡„‡††‡†‹…‡ŽŽ’Š‘‡•ˆ‘””‡ƒŽǦ–‹‡†ƒ–ƒ‹’—–
ƒ–ƒ›Ž‘…ƒ–‹‘Ǥ‹”‡Ž‡••†‡˜‹…‡•™‹–Š…‡ŽŽ—Žƒ”–‡…Š‘Ž‘‰›…ƒ
ƒ……‡’–‹‡†‹ƒ–‡…—•–‘‡”’ƒ›‡–•Ǥƒ†Š‡Ž†•…ƒ‡”•ƒŽŽ‘™
™‘”‡”•–‘…‘…‡–”ƒ–‡‘”‡‘‘˜‹‰‹–‡•Ǥ †‡˜‹…‡•ƒ”‡‡˜‡
„‡––‡”ǡ„‡…ƒ—•‡™‘”‡”•†‘ǯ–Šƒ˜‡–‘’Žƒ…‡‹–‡•™‹–Š–Š‡‹”„ƒ”…‘†‡•
‹ƒ’ƒ”–‹…—Žƒ”ƒŽ‹‰‡–Ǥ

Š‡•‡•›•–‡•‹’”‘˜‡…—•–‘‡”•‡”˜‹…‡Ž‡˜‡Ž•„›”‡†—…‹‰•–‘…‘—–•ǡ
‡•’‡…‹ƒŽŽ›™Š‡†‡ƒŽ‹‰™‹–Š’”‘‘–‹‘ƒŽƒ†ƒ†˜‡”–‹•‡†‹–‡•Ǥ–‘…‘—–•
ƒ”‡”‡†—…‡†„‡…ƒ—•‡–Š‡‹˜‡–‘”›†ƒ–ƒ„ƒ•‡‹•‘”‡ƒ……—”ƒ–‡Ǥ‡†—…‡†
•–‘…‘—–•‡ƒ•–Šƒ–•—’’Ž›‹•ƒ–…Š‡†‘”‡…Ž‘•‡Ž›–‘†‡ƒ†ǡŽ‡ƒ†‹‰
–‘ƒ††‡†’”‘ˆ‹–•„‡…ƒ—•‡ˆ‡™‡”•ƒŽ‡•ƒ”‡Ž‘•–ƒ†˜ƒ”‹ƒ„‹Ž‹–›‹•”‡†—…‡†Ǥ
”‹…Š‡†’”‘†—…–‹ˆ‘”ƒ–‹‘ƒŽ•‘„‡‡ˆ‹–•–Š‡…‘•—‡”„‡…ƒ—•‡•—…Š
†ƒ–ƒ™‹ŽŽ„‡‘”‡‡ƒ•‹Ž›ƒ˜ƒ‹Žƒ„Ž‡ˆ”‘—Ž–‹’Ž‡•›…Š”‘‹œ‡†•‘—”…‡•Ǥ
˜‡…‘•—‡”†ƒ–ƒ…ƒ—•‡ƒǡ•—…Šƒ•ƒƒˆˆ‹‹–›…ƒ”†•Š‘™‹‰ƒ
’ƒ––‡”‘ˆ„—›‹‰…‡”–ƒ‹’”‘†—…–•‹ƒ•—’‡”ƒ”‡–‘…‡”–ƒ‹†ƒ›•Ǥ

—–‘ƒ–‡†”‡’Ž‡‹•Š‡–•‹‰ƒŽ•…ƒ‘……—”™Š‡‹˜‡–‘”›‹•–”ƒ…‡†
ƒ……—”ƒ–‡Ž›Ǥ……—”ƒ–‡‹˜‡–‘”›”‡†—…‡••Š”‹ƒ‰‡ˆ”‘‡’Ž‘›‡‡–Š‡ˆ–ǡ
Ž‘•–‹˜‡–‘”›ǡ‘”•’‘‹Ž‡†‰‘‘†•ƒ†‡ƒ„Ž‡•ˆ—…–‹‘••—…Šƒ•˜‡†‘”Ǧ
ƒƒ‰‡†‹˜‡–‘”›ȋȌǤ‘–Š‡”™‘”†•ǡ•‹‰‹ˆ‹…ƒ–Ž›‹’”‘˜‡•
‹˜‡–‘”›˜‹•‹„‹Ž‹–›Ǥ‹•‹„‹Ž‹–›ƒ††›ƒ‹…ƒŽŽ›—’†ƒ–‡†’”‘†—…–†ƒ–ƒŠ‡Ž’
’Žƒ•’ƒ…‡‹™ƒ”‡Š‘—•‡ƒ†”‡–ƒ‹ŽŽ‘…ƒ–‹‘•‘”‡‡ˆˆ‡…–‹˜‡Ž›Ǥ ‹ƒŽŽ›ǡ
‹’”‘˜‡•“—ƒŽ‹–›ƒ••—”ƒ…‡„›–”ƒ…‹‰™Š‡”‡’”‘„Ž‡•Šƒ˜‡‘……—””‡†Ǥ

—…Š•ƒ˜‹‰•ƒ”‡˜‹–ƒŽ–‘–”ƒ…„‡…ƒ—•‡–Š‡›™‹ŽŽŠ‡Ž’‘ˆˆ•‡––Š‡Š—‰‡
‹˜‡•–‡–‹Šƒ”†™ƒ”‡ƒ†•‘ˆ–™ƒ”‡”‡“—‹”‡†™Š‡‹•–ƒŽŽ‹‰ƒǤ

AIS types ›’‡•‘ˆƒ†”‡Žƒ–‡††‡˜‹…‡•‹…Ž—†‡–Š‡ˆ‘ŽŽ‘™‹‰ǣ

i Warehouse automation systems. ƒ”‡Š‘—•‡ƒ—–‘ƒ–‹‘•›•–‡•
ƒ”‡†‹•…—••‡†Žƒ–‡”‹–Š‹••‡…–‹‘Ǥ

i Bar codes. ƒ”…‘†‡•ƒ”‡†‹•…—••‡†Žƒ–‡”‹–Š‹••‡…–‹‘Ǥ

i Radio frequency (RF) devices.  †‡˜‹…‡•ƒ‡–Š‡–”ƒ•‹••‹‘
‘ˆ†ƒ–ƒ’‘”–ƒ„Ž‡ƒ†™‹”‡Ž‡••Ǥ

i Radio frequency identification (RFID).  ‹•†‹•…—••‡†Žƒ–‡”‹
–Š‹••‡…–‹‘Ǥ

© 2016 APICS 1-309 Version 4.0, 2016 Edition

All rights reserved Printed on 100% post-consumer waste recycled paper.
Module 1: Supply Chain Design

i Smart cards. •ƒ”–…ƒ”†Šƒ•ƒ‡„‡††‡†‹…”‘…Š‹’™‹–Šƒ

—‹“—‡‹†‡–‹ˆ‹‡”Ǥ‘’ƒ‹‡•‰‹˜‡‡’Ž‘›‡‡••ƒ”–…ƒ”†•–‘
”‡‰—Žƒ–‡’Š›•‹…ƒŽƒ†…‘’—–‡”ƒ……‡••ƒ†…”‡ƒ–‡ƒƒ—–‘ƒ–‹…–‹‡
Ž‘‰Ǥƒ”–…ƒ”†•ƒ”‡ƒŽ•‘—•‡†ˆ‘”˜‡Š‹…Ž‡‹†‡–‹ˆ‹…ƒ–‹‘ƒ––‘ŽŽ„‘‘–Š•
‘”‹™ƒ”‡Š‘—•‹‰ˆ‘”ƒ’‹…‹‰–‘—”Ǥ

i Magnetic stripes. ƒ‰‡–‹…•–”‹’‡•ƒ”‡—•‡†ˆ‘”…”‡†‹–ƒ†…ƒ”†•
–‘ƒ—–‘ƒ–‡—„‡”‡–”›Ǥƒ–ƒ‘–Š‡ƒ‰‡–‹…•–”‹’‡…ƒ„‡
…Šƒ‰‡†Ǥ‡…ƒ—•‡–Š‡•–”‹’‡—•–„‡”‡ƒ†„›…‘–ƒ…–ǡ‹–…ƒǯ–„‡—•‡†
ˆ‘”Š‹‰ŠǦ•’‡‡†•‘”–‹‰Ǥ

i Vision systems. ‹•‹‘•›•–‡•—•‡…ƒ‡”ƒ•ƒ†…‘’—–‡”•–‘
‹–‡”’”‡––Š‡‹ƒ‰‡•ǤŠ‡•‡•›•–‡•ƒ”‡”‡Žƒ–‹˜‡Ž›‡š’‡•‹˜‡ƒ†
…ƒ†‹•–‹‰—‹•Š…Šƒ‰‡•ƒ–‘†‡”ƒ–‡•’‡‡†•™‹–Š‰”‡ƒ–ƒ……—”ƒ…›‹ƒ
…‘–”‘ŽŽ‡†‡˜‹”‘‡–Ǥ˜‹•‹‘•›•–‡ƒ›„‡—•‡†–‘‹†‡–‹ˆ›
‹…‘‹‰‹–‡•–Šƒ–Šƒ˜‡‘Ž›–‡š–Žƒ„‡Ž•Ǥ

Warehouse ƒ”‡Š‘—•‡ƒ—–‘ƒ–‹‘•›•–‡•–‡ŽŽ™ƒ”‡Š‘—•‡‘”‡’Ž‘›‡‡•Š‘™
automation –‘’‹…‘”’—–ƒ™ƒ›‹–‡•ǤŠ‡•‡†‡˜‹…‡•ƒ›„‡Šƒ†Š‡Ž†ǡŠƒ†•Ǧˆ”‡‡ǡ
systems ‘”‘—–‡†‘ƒˆ‘”Ž‹ˆ–‘”‘–Š‡”˜‡Š‹…Ž‡ǤŠ‡‡›„‡‡ˆ‹–‘ˆ–Š‡•‡
†‡˜‹…‡•‹•–Šƒ––Š‡›…ƒ„‡‹–‡‰”ƒ–‡†™‹–Š‘’–‹‹œ‹‰ƒ’’Ž‹…ƒ–‹‘•–‘
‡•—”‡‡’Ž‘›‡‡‡ˆˆ‹…‹‡…›Ǥƒ”‡Š‘—•‡’‡”•‘‡Ž•Š‘—Ž†Šƒ˜‡Šƒ†•Ǧ
ˆ”‡‡†‡˜‹…‡•™Š‡‡˜‡”’‘••‹„Ž‡–‘‡ƒ„Ž‡ƒ—ƒŽ–ƒ••Ǥ

ƒ”‡Š‘—•‡ƒ—–‘ƒ–‹‘•›•–‡•‹…Ž—†‡–Š‡ˆ‘ŽŽ‘™‹‰ǣ

i Wireless radio data terminal (RDT). Š‹•†ƒ–ƒ‹–‡”ˆƒ…‡†‡˜‹…‡
‹˜‘Ž˜‡•ƒ†‹•’Žƒ›ǡƒ‹’—–‡…Šƒ‹••—…Šƒ•ƒ‡›„‘ƒ”†–Šƒ–
Ž‹‡Ž›‹…Ž—†‡••’‡…‹ƒŽˆ—…–‹‘‡›•ǡƒ†‡‹–Š‡”ƒ„ƒ”…‘†‡ǡƒ 
”‡ƒ†‡”ǡ‘”„‘–ŠǤŠ‡”‡…‡‹˜‡•…‘ƒ†•ˆ”‘ƒƒ†
†‹”‡…–•–Š‡ƒ…–‹‘•‘ˆ–Š‡‡’Ž‘›‡‡ˆ‘”’‹…‹‰‘”’—–Ǧƒ™ƒ›Ǥ

i Synthesized voice. †‹”‡…–•–Š‹•Šƒ†•Ǧˆ”‡‡•›–Š‡•‹œ‡†
˜‘‹…‡•›•–‡–‘–‡ŽŽƒ‘’‡”ƒ–‘”™Šƒ––‘†‘ǤŠ‡‘’‡”ƒ–‘”ƒ›™‡ƒ”
ƒ‹…”‘’Š‘‡–‘‹†‹…ƒ–‡™Š‡ƒŒ‘„‹•ˆ‹‹•Š‡†ǤŠ‡•‡•›•–‡•
”‡“—‹”‡Ž‹––Ž‡–”ƒ‹‹‰Ǥ

i Pick-to-light. Š‡•‡•›•–‡•Š‹‰ŠŽ‹‰Š–ƒ’ƒ–Š–Š”‘—‰Š–Š‡
™ƒ”‡Š‘—•‡ƒ†Ȁ‘”ƒ‹–‡–‘„‡’‹…‡†—•‹‰’Š›•‹…ƒŽ‹†‹…ƒ–‘”
Ž‹‰Š–•‘”Ž‹–ƒŽ’Šƒ—‡”‹…†‹•’Žƒ›•‹•–ƒŽŽ‡†ƒ–‡ƒ…Š‹˜‡–‘”›
Ž‘…ƒ–‹‘‘”‘ƒ…ƒ”‘—•‡ŽǤ

i Heads-up displays.‡ƒ†•Ǧ—’†‹•’Žƒ›•’”‡•‡–ƒ˜‹”–—ƒŽ‹ƒ‰‡‘ˆ
–Š‡™ƒ”‡Š‘—•‡‘˜‡”–Š‡‡’Ž‘›‡‡ǯ•ƒ…–—ƒŽ˜‹‡™‘ˆ–Š‡™ƒ”‡Š‘—•‡
ˆ‘”Šƒ†•Ǧˆ”‡‡†‹”‡…–‹‘Ǥ

© 2016 APICS 1-310 Version 4.0, 2016 Edition

All rights reserved Printed on 100% post-consumer waste recycled paper.
 Section B: Design the Supply Chain

Bar codes and bar Bar codes and scanners

code scanners „ƒ”…‘†‡‹•ƒƒ…Š‹‡Ǧ”‡ƒ†ƒ„Ž‡…‘†‡–Šƒ–‹†‡–‹ˆ‹‡•ƒ’”‘†—…–ƒ—Ǧ
ˆƒ…–—”‡”ƒ†•–‘…‡‡’‹‰—‹–ȋȌƒ–ƒ‹‹—Ǥ‘‡–›’‡•‘ˆ„ƒ”
…‘†‡•ƒ›…‘–ƒ‹Ž‘–ƒ†„ƒ–…Š‹ˆ‘”ƒ–‹‘ƒ†Ȁ‘”ƒ•‡”‹ƒŽ—„‡”‹
ƒ††‹–‹‘–‘–Š‡ƒ—ˆƒ…–—”‡”ƒ†’”‘†—…–‹ˆ‘”ƒ–‹‘Ǥƒ”…‘†‡•ƒ••‹•–
‹…‘””‡…–‹†‡–‹ˆ‹…ƒ–‹‘‘ˆ’”‘†—…–•ƒ†ƒŽ•‘‘’‡”ƒ–‘”•Ȁ•–ƒˆˆǡ•–‘”‡
•Š‡Ž˜‡•ǡ’ƒŽŽ‡–•ǡƒ†’ƒŽŽ‡–”ƒ…•Ǥ ‘”‡šƒ’Ž‡ǡ™ƒ”‡Š‘—•‡‘”†‡”•…ƒ„‡
’‹…‡†ƒ†’Žƒ…‡†‹”‡—•ƒ„Ž‡„ƒ•‡–•ǡ‡ƒ…Š™‹–Šƒ„ƒ”…‘†‡Ž‹…‡•‡
’Žƒ–‡ǤŠ‡‘’‡”ƒ–‘”•…ƒ•–Š‡„ƒ•‡–…‘†‡ǡƒ†–Š‡™ƒ”‡Š‘—•‡•›•–‡
‹†‹…ƒ–‡•™Šƒ––‘’—–‹–Š‡„ƒ•‡–Ǥ

Š‡„ƒ”…‘†‡•›•–‡‹•Š‡ƒ˜‹Ž›‹–‡‰”ƒ–‡†‹ƒŽŽƒ”‡ƒ•‘ˆ–Š‡•—’’Ž›
…Šƒ‹ƒ†™‹ŽŽ…‘–‹—‡–‘…‘‡š‹•–™‹–Š‘–Š‡”‡–Š‘†•‘ˆ†ƒ–ƒ•…ƒ‹‰
•—…Šƒ• „‡…ƒ—•‡„ƒ”…‘†‡Žƒ„‡Ž•ƒ”‡˜‡”›‹‡š’‡•‹˜‡…‘’ƒ”‡†
–‘ –ƒ‰•Ǥ‘•– Žƒ„‡Ž•Šƒ˜‡ƒ„ƒ”…‘†‡‘–Š‡‘—–•‹†‡‘ˆ–Š‡–ƒ‰
ˆ‘”—•‡™‹–Š‡‹–Š‡”•›•–‡Ǥ ƒ†„ƒ”…‘†‡•…ƒ„‡…‘’Ž‡‡–ƒ”›ǣ
Š‡ƒ –ƒ‰‡š’‡”‹‡…‡•‹–‡”ˆ‡”‡…‡ǡ–Š‡„ƒ”…‘†‡–ƒ‰…ƒ„‡
•…ƒ‡†Ǥ

‘’‘‡–•‘ˆƒ„ƒ”…‘†‡•›•–‡‹…Ž—†‡–Š‡ˆ‘ŽŽ‘™‹‰ǣ
i ƒ”Ǧ…‘†‡’”‹–‡”•
i ƒ”Ǧ…‘†‡Žƒ„‡Ž•
i ƒ”Ǧ…‘†‡”‡ƒ†‡”•ȋ’‘”–ƒ„Ž‡‘”•–ƒ–‹‘ƒ”›Ȍ
i ƒ”†Ǧ™‹”‡†‘””ƒ†‹‘ˆ”‡“—‡…›ȋ Ȍ…‘—‹…ƒ–‹‘•Ž‹•
„‡–™‡‡–Š‡„ƒ”Ǧ…‘†‡”‡ƒ†‡”•ƒ†ƒƒ’’Ž‹…ƒ–‹‘ȋǡǡǡ
‘”…ƒ’–—”‡Ȍ
i ’’Ž‹…ƒ–‹‘•–‘’”‘…‡••–Š‡†ƒ–ƒ…‘ŽŽ‡…–‡†

šŠ‹„‹–ͳǦͷ͹•Š‘™•ƒ–›’‹…ƒŽ„ƒ”…‘†‡Žƒ„‡ŽǤ

Exhibit 1-57: Bar Code Label

Black White Gap between characters

bars spaces

Start character Character Stop character

* A *



© 2016 APICS 1-311 Version 4.0, 2016 Edition

All rights reserved Printed on 100% post-consumer waste recycled paper.
Module 1: Supply Chain Design

ƒ”…‘†‡Žƒ„‡Ž•Ž‹•–†ƒ–ƒ‹ƒˆ‘”ƒ–‘ˆ„ƒ”•™‹–Š‹–‡”˜‡‹‰•’ƒ…‡•‘ˆ
˜ƒ”›‹‰–Š‹…‡••Ǥ”‡ƒ†‡”•Š‹‡•Žƒ•‡”•ƒ––Š‡„ƒ”…‘†‡ƒ†…ƒ’–—”‡•
–Š‡”‡ˆŽ‡…–‹‘‹ƒ‘’–‹…ƒŽ•…ƒ‡”ǤŠ‡•…ƒ‡”–ƒ‡•—’–‘ƒŠ—†”‡†
Ž‘‘•ƒ––Š‡…‘†‡–‘‡ƒ•—”‡–Š‡™‹†–Š‘ˆ–Š‡„Žƒ…„ƒ”•ƒ†–Š‡™Š‹–‡
•’ƒ…‡•Ǥƒ…Š‰”‘—’‘ˆ„Žƒ…„ƒ”•ƒ†™Š‹–‡•’ƒ…‡•”‡’”‡•‡–•ƒ
…Šƒ”ƒ…–‡”ȋŽ‡––‡”‘”—„‡”ȌǤ–ƒ”–ƒ†•–‘’…Šƒ”ƒ…–‡”•ƒŽŽ‘™”‡ƒ†‡”•–‘
”‡ƒ†‹ˆ‘”ƒ–‹‘‘‹†‹”‡…–‹‘ƒŽŽ›Ǥƒ”‰‡‹†—•–”‹ƒŽ•…ƒ‡”•…ƒ”‡ƒ†
„ƒ”…‘†‡•‹ƒ™‹†‡˜‹‡™‹‰ˆ‹‡Ž†ˆ‘”Š‹‰ŠǦ•’‡‡†•‘”–‹‰ǤšŠ‹„‹–ͳǦͷ͹
•Š‘™•‘Ž›ƒ•‹‰Ž‡…Šƒ”ƒ…–‡”Ǣƒ…‘’Ž‡–‡„ƒ”…‘†‡™‘—Ž†‹…Ž—†‡ƒ
—„‡”‘ˆ…Šƒ”ƒ…–‡”•–‘‹†‡–‹ˆ›–Š‡ƒ—ˆƒ…–—”‡”ǡ‡–…Ǥ™Š‹Ž‡–Š‡•–ƒ”–
ƒ†•–‘’…Šƒ”ƒ…–‡”•–‡ŽŽ–Š‡•…ƒ‡”™Š‹…Š†‹”‡…–‹‘‹–‹•”‡ƒ†‹‰ˆ”‘Ǥ

Bar code standards
˜‡”›…‘‘„ƒ”…‘†‡•–ƒ†ƒ”†‹•–Š‡‹˜‡”•ƒŽ”‘†—…–‘†‡ȋȌǡ
‘‡–›’‡‘ˆ™Š‹…Š‹••Š‘™‹šŠ‹„‹–ͳǦͷͺǡ”‡’”‡•‡–‹‰–Š‡—„‡”
ͳʹ͵Ͷͷ͸͹ͺͻͲͳʹȋƒͳʹǦ†‹‰‹–—„‡”‹•–Š‡ƒš‹—‹ˆ‘”ƒ–‹‘ˆ‘”–Š‹•
–›’‡ȌǤŠ‹•—„‡”‹•–›’‹…ƒŽŽ›—•‡†–‘‹†‡–‹ˆ›–Š‡ƒ—ˆƒ…–—”‡”ƒ†
‘Ž›Ǥ

Exhibit 1-58: UPC Bar Code (Type: UPC-A)

Source: barcode.tec-it.com


…‘†‡–›’‹…ƒŽŽ›†‘‡•‘–‹†‡–‹ˆ›’”‘†—…–•„›–Š‡‹”•‡”‹ƒŽ—„‡”‘”
‘–Š‡”—‹“—‡‹†‡–‹ˆ‹‡”Ǥ–‹•Š‡ƒ˜‹Ž›—•‡†‹”‡–ƒ‹Ž•ƒŽ‡•ˆ‘”…Š‡…‘—–ƒ–…ƒ•Š
”‡‰‹•–‡”•Ǥ‘™‡˜‡”ǡ–Š‡”‡ƒ”‡ƒŽƒ”‰‡—„‡”‘ˆ„ƒ”…‘†‡•–ƒ†ƒ”†•ǡƒ›
‘ˆ™Š‹…Š†‘•—’’‘”–‹†‡–‹ˆ‹…ƒ–‹‘†‘™–‘ƒ—‹“—‡‹†‡–‹ˆ‹‡”Ǥ‘‡ƒ›
—•‡–Š‡ͳʹǦ†‹‰‹–…‘†‡ƒ•–Š‡—‹“—‡‹†‡–‹ˆ‹‡”Ǥ…‡–Š‡…‘†‡‹•
•…ƒ‡†ǡ–Š‡—‹“—‡‹†‡–‹ˆ‹‡”…ƒ„‡”—–Š”‘—‰Šƒǡ‘”–‘
Ž‹–‘ƒ†”‡–”‹‡˜‡ƒƒ„—†ƒ…‡‘ˆ†ƒ–ƒȄǡ†ƒ–‡ƒ†‡ǡŽ‘…ƒ–‹‘‹ƒ
™ƒ”‡Š‘—•‡ǡ•›•–‡’ƒ”–—„‡”‹†‡–‹ˆ‹‡”ǡƒ†ƒŽŽ’‘••‹„Ž‡
…‘„‹ƒ–‹‘•‘ˆ†ƒ–ƒ…ƒ’–—”‡†‹ƒ†ƒ–ƒ…‘ŽŽ‡…–‹‘•›•–‡Ǥ‘•–”‡ƒ†‡”•ƒ”‡
†‡•‹‰‡†–‘”‡ƒ†—Ž–‹’Ž‡„ƒ”…‘†‡ˆ‘”ƒ–•Ǥ

‡–›’‡‘ˆ„ƒ”…‘†‡‰ƒ‹‹‰‹’‘’—Žƒ”‹–›‹•–Š‡ʹ„ƒ”…‘†‡Ǥʹ„ƒ”…‘†‡
‹•ƒ„Ž‡–‘„‡•…ƒ‡†„›‘„‹Ž‡†‡˜‹…‡•ˆ‘”ƒ—–‘ƒ–‹…”‡†‹”‡…–‹‘–‘‘„‹Ž‡Ǧ
ˆ”‹‡†Ž›™‡„•‹–‡•ȋƒ••—‹‰–Š‡—•‡”Šƒ•†‘™Ž‘ƒ†‡†–Š‡ƒ’’”‘’”‹ƒ–‡ƒ’’ȌǤ
ʹ„ƒ”…‘†‡•‹…Ž—†‡•–ƒ†ƒ”†••—…Šƒ•–Š‡…‘†‡ȋˆ‘”“—‹…”‡•’‘•‡Ȍ

© 2016 APICS 1-312 Version 4.0, 2016 Edition

All rights reserved Printed on 100% post-consumer waste recycled paper.
 Section B: Design the Supply Chain

ƒ† Ͷͳ͹ǡƒ…‘†‡ˆ‘—†‘–Š‡„ƒ…‘ˆ‡˜‡”›ǤǤ†”‹˜‡”ǯ•Ž‹…‡•‡ǤšŠ‹„‹–
ͳǦͷͻ•Š‘™•ƒ‡šƒ’Ž‡‘ˆƒ…‘†‡ǤŠ‡…Š‹‡ˆƒ†˜ƒ–ƒ‰‡‘ˆ•—…Šƒ…‘†‡‹•
–Šƒ–‹–•–‘”‡•†ƒ–ƒ„‘–ŠŠ‘”‹œ‘–ƒŽŽ›ƒ†˜‡”–‹…ƒŽŽ›”ƒ–Š‡”–ŠƒŒ—•–‹‘‡
†‹”‡…–‹‘ǡ•‘‘”‡†ƒ–ƒ…ƒ„‡•–‘”‡†‹ƒ•ƒŽŽ•’ƒ…‡™‹–Š‘—–•ƒ…”‹ˆ‹…‹‰
•…ƒ‡””‡ƒ†ƒ„‹Ž‹–›ǤŠ‡”‡ˆ‘”‡ǡʹ„ƒ”…‘†‡•ƒ”‡‘‡‘ˆ–Š‡–›’‡•‘ˆ„ƒ”
…‘†‡–Šƒ–…ƒ„‡—•‡†–‘‹†‡–‹ˆ›ƒ‹–‡„›‹–••‡”‹ƒŽ—„‡”Ǥ

Exhibit 1-59: A 2D Bar Code (Type: QR Code)

Source: barcode.tec-it.com


ƒ”…‘†‡•ƒ”‡‘–•ƒ”––ƒ‰•ǤŠ‡›ƒ”‡•‹’Ž›ƒŠƒ”†Ǧ…‘†‡†—„‡”‘”
ƒŽ’ŠƒǦ—‡”‹…‹ˆ‘”ƒ–‹‘–Šƒ–‹†‡–‹ˆ‹‡•ƒ’”‘†—…–ǡƒ™‡„•‹–‡ǡ‘”‘–Š‡”
‹ˆ‘”ƒ–‹‘ǤŠ‡–Š‡–›’‡‘ˆ„ƒ”…‘†‡—•‡††‘‡•‘–‹†‡–‹ˆ›ƒ’”‘†—…–
†‘™–‘‹–••‡”‹ƒŽ—„‡”ǡ–Š‹•…ƒ„‡ƒ‹••—‡ˆ‘”’”‘†—…–†‡ˆ‡…–•ƒ†
“—ƒŽ‹–›ƒ••—”ƒ…‡ǡ‡•’‡…‹ƒŽŽ›ˆ‘”‡†‹…‹‡ƒ†’ƒ…ƒ‰‡†ˆ‘‘†•Ǥ•‘‡
…ƒ•‡•ǡ‘‡‘”‘”‡ƒ††‹–‹‘ƒŽ„ƒ”…‘†‡„Ž‘…•ȋ‘–—•‹‰…‘†‹‰Ȍ
…ƒ””›–Š‡•‡”‹ƒŽ—„‡”ǡŽ‘–—„‡”ǡ‘”‘–Š‡”•…ƒƒ„Ž‡†ƒ–ƒǤ‘–Š‡”
…ƒ•‡•ǡƒ•‹‰Ž‡„ƒ”…‘†‡ȋ‡Ǥ‰Ǥǡƒʹ…‘†‡Ȍ…‘–ƒ‹•–Š‡ƒ—ˆƒ…–—”‡”ǡǡ
ƒ†•‡”‹ƒŽ—„‡”Ǥ

ƒ”…‘†‡†ƒ–ƒ‹•‘ˆ–‡„ƒ–…ŠǦ’”‘…‡••‡†ǡˆ‘”‡šƒ’Ž‡ǡ™Š‡ƒ‘„‹Ž‡
•…ƒ‹‰†‡˜‹…‡‹•’Žƒ…‡†„ƒ…‹–‘‹–•…”ƒ†Ž‡ǡ™Š‹…Š‹•Ž‹‡†–‘–Š‡
‡–™‘”Ǥ……‘”†‹‰–‘–Š‡APICS DictionaryǡͳͶ–Š‡†‹–‹‘ǡbatch
processingƒ•‹–”‡Žƒ–‡•–‘…‘’—–‡”’”‘…‡••‹‰‹•Dzƒ…‘’—–‡”–‡…Š‹“—‡
‹™Š‹…Š–”ƒ•ƒ…–‹‘•ƒ”‡ƒ……——Žƒ–‡†ƒ†’”‘…‡••‡†–‘‰‡–Š‡”Ǥdz ‘”
‡šƒ’Ž‡ǡ‹ƒ™ƒ”‡Š‘—•‡ǡ–Š‡‘’‡”ƒ–‘”‹•‰‹˜‡ƒ•‡”‹‡•‘ˆ–ƒ••–‘
’‡”ˆ‘”ǡƒ†™Š‡–Š‡•‡–ƒ••ƒ”‡ˆ‹‹•Š‡†ǡ–Š‡‘’‡”ƒ–‘”•‡†•–Š‡–‘
–Š‡•›•–‡‹ƒ„ƒ–…Š„‡ˆ‘”‡”‡…‡‹˜‹‰ƒ‡™•‡–‘ˆ…‘ƒ†•ǤŠ‹Ž‡
„ƒ–…Š’”‘…‡••‹‰‹•Ž‘™‹…‘•–ǡ–Š‡ƒ†˜ƒ–ƒ‰‡•‘ˆƒ”‡ƒŽǦ–‹‡„ƒ”…‘†‡
•›•–‡‹…Ž—†‡„‡––‡”†ƒ–ƒˆ‘”•ƒŽ‡•’‡”•‘•“—‘–‹‰ƒ˜ƒ‹Žƒ„‹Ž‹–›ǡ‘Ǧ–Š‡Ǧ
ˆŽ›…‘””‡…–‹‘‘ˆ‘’‡”ƒ–‘”‡””‘”•ǡƒ†•›•–‡•–Šƒ–…ƒƒ††‘”…Šƒ‰‡
–ƒ••†—”‹‰ƒŒ‘„Ǥ

Radio frequency Radio frequency identification (RFID)‹•Dzƒ•›•–‡—•‹‰‡Ž‡…–”‘‹…
identification (RFID) –ƒ‰•–‘•–‘”‡†ƒ–ƒƒ„‘—–‹–‡•dzȋAPICS DictionaryǡͳͶ–Š‡†‹–‹‘ȌǤŠ‡
‡Ž‡…–”‘‹…–ƒ‰•ƒ”‡•ƒ”–…Š‹’•™Š‘•‡•‹‰ƒŽ•ƒ”‡ƒ—–‘ƒ–‹…ƒŽŽ›’‹…‡†

© 2016 APICS 1-313 Version 4.0, 2016 Edition

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Module 1: Supply Chain Design

—’„›”‡ƒ†‡”•Ȁ‹–‡””‘‰ƒ–‘”•Ǥ‡ƒ†‡”•…ƒ„‡…‘„‹‡†™‹–Š…‡ŽŽ—Žƒ”Ȁ

†‡˜‹…‡•ˆ‘”‹Ǧ–”ƒ•‹–—’†ƒ–‡•Ǥ ‹••‹‹Žƒ”–‘‘–Š‡”ˆ‘”•‘ˆ
‡š…‡’––Šƒ––Š‡‹ˆ‘”ƒ–‹‘‘–Š‡–ƒ‰•‹•‘”‡”‘„—•–ǡƒ••‘…‹ƒ–‡††ƒ–ƒ‹•
•–‘”‡†‘–Š‡‹–‡”‡–ǡ†ƒ–ƒ…ƒ’–—”‡‹•‡–‹”‡Ž›ƒ—–‘ƒ–‹…ǡƒ†–ƒ‰•…ƒ„‡
”‡ƒ†‡˜‡™Š‡–Š‡‹–‡‹•—†‡”‘–Š‡”’ƒ…ƒ‰‡•Ǥ

•‹‰‹ˆ‹…ƒ–ˆ‡ƒ–—”‡‘ˆ –ƒ‰•ˆ‘”•—’’Ž›…Šƒ‹ƒ’’Ž‹…ƒ–‹‘•‹•–Šƒ––Š‡
–ƒ‰•ƒ”‡ƒ˜ƒ‹Žƒ„Ž‡‹ƒ”‡ƒ†Ȁ™”‹–‡…‘ˆ‹‰—”ƒ–‹‘–Šƒ–ƒŽŽ‘™•–ƒ‰ƒ†
”‡ƒ†‡”–‘…‘—‹…ƒ–‡„ƒ…ƒ†ˆ‘”–ŠǤŠ‡‹ˆ‘”ƒ–‹‘‘–Š‡–ƒ‰…ƒǡ‹
‘–Š‡”™‘”†•ǡ„‡ƒŽ–‡”‡†ˆ”‘ƒ†‹•–ƒ…‡ǡ—Ž‹‡„ƒ”…‘†‡•Ǥ’’Ž‹…ƒ–‹‘•
ˆ‘”–Š‡•—’’Ž›…Šƒ‹…‘—Ž†‹…Ž—†‡—’†ƒ–‹‰–Š‡–ƒ‰™‹–Š‹–•…—””‡–
Ž‘…ƒ–‹‘–‘’”‘˜‹†‡ƒ…Šƒ‹‘ˆ…—•–‘†›ˆ‘”ƒ’Šƒ”ƒ…‡—–‹…ƒŽ†”—‰‘”
†›ƒ‹…ƒŽŽ›…Šƒ‰‹‰–Š‡†‡•…”‹’–‹‘‘ˆƒ‹–‡ƒ•˜ƒŽ—‡‹•ƒ††‡††—”‹‰
ƒ—ˆƒ…–—”‹‰Ǥ

Electronic product code (EPC)
‰Ž‘„ƒŽǯ•‡Ž‡…–”‘‹…’”‘†—…–…‘†‡ȋȌ‹•–Š‡‘•–™‹†‡Ž›ƒ……‡’–‡†
•‡–‘ˆ•–ƒ†ƒ”†•ˆ‘” –ƒ‰†ƒ–ƒƒ†Šƒ•„‡‡ƒ†ƒ–‡†„›
—‡”‘—•”‡–ƒ‹Ž‡”•ǤŠ‡APICS DictionaryǡͳͶ–Š‡†‹–‹‘ǡ†‡ˆ‹‡•EPCƒ•
Dz…‘†‡•–Šƒ–ƒ”‡—•‡†™‹–Š –ƒ‰•–‘…ƒ””›‹ˆ‘”ƒ–‹‘‘–Š‡
’”‘†—…––Šƒ–™‹ŽŽ•—’’‘”–™ƒ””ƒ–›’”‘‰”ƒ•ǤdzŠ‡Šƒ•–Š‡•ƒ‡
ƒ—ˆƒ…–—”‡”Ȁ‹ˆ‘”ƒ–‹‘ƒ•ƒ„ƒ”…‘†‡ǡ’Ž—•ƒ—‹“—‡•‡”‹ƒŽ
—„‡”ƒ†ƒŽ‹–‘‹–‡”ƒ…–‹˜‡–”ƒ•ƒ…–‹‘†ƒ–ƒǣŠ‡‹–‡ǯ•…”‡ƒ–‹‘
Ž‘…ƒ–‹‘ǡ†‹•–”‹„—–‹‘’‘‹–•ǡƒ†’‘‹–Ǧ‘ˆǦ•ƒŽ‡…ƒ„‡‘™†‘™–‘
–Š‡•’‡…‹ˆ‹……ƒ•Š”‡‰‹•–‡”ƒ†•ƒŽ‡•’‡”•‘Ǥ

‰Ž‘„ƒŽǯ•
‡‡”ƒ–‹‘ʹȋ
‡ʹȌ‹–‡”ˆƒ…‡’”‘–‘…‘Ž••’‡…‹ˆ›Š‘™
‹ˆ‘”ƒ–‹‘‹•…‘—‹…ƒ–‡†„‡–™‡‡–ƒ‰•ƒ†”‡ƒ†‡”•Ǥ
‡ʹ‹•
”‡…‘‰‹œ‡†„›–Š‡–‡”ƒ–‹‘ƒŽ”‰ƒ‹œƒ–‹‘ˆ‘”–ƒ†ƒ”†‹œƒ–‹‘ȋȌ
ƒ•–Š‡ͳͺͲͲͲǦ͸…Žƒ••‘ˆ•–ƒ†ƒ”†•Ǥ

EPCglobal Network
Š‡‰Ž‘„ƒŽ‡–™‘”‹•ƒ•–ƒ†ƒ”†•Ǧ„ƒ•‡†‡–Š‘†‘ˆŽ‘…ƒ–‹‰ƒ†
˜‡”‹ˆ›‹‰…‘†‡•Ǥ–…”‡ƒ–‡•ƒ‹–‡ŽŽ‹‰‡–˜ƒŽ—‡…Šƒ‹ˆ‘”’”‘†—…–•Ǥ
”ƒ†‹‰’ƒ”–‡”•—•‡–Š‡™‡„Ǧ„ƒ•‡†‰Ž‘„ƒŽ‡–™‘”–‘Ž‘…ƒ–‡
…‘†‡•ƒ†˜‹‡™–Š‡ƒ—ˆƒ…–—”‡”ǯ••‡…—”‡‹–‡™‡„•‹–‡ˆ‘”ƒ††‹–‹‘ƒŽ
’”‘†—…–†ƒ–ƒǤ

‰Ž‘„ƒŽ–ƒ‰†ƒ–ƒ•–ƒ†ƒ”†ƒ††••‡…—”‹–›ƒ‰ƒ‹•–…‘—–‡”ˆ‡‹–‹‰ 
–ƒ‰•ǤŽ–Š‘—‰Šƒ…‘—–‡”ˆ‡‹–‡”…‘—Ž†ƒ‡ƒ–ƒ‰™‹–Š•‘‡‘‡‡Ž•‡ǯ•
…‘’ƒ›ƒ†’”‘†—…–•ǡ‘Ž›–Š‡‰Ž‘„ƒŽǯ•‘„Œ‡…–ƒ‹‰•‡”˜‹…‡
…ƒ‹••—‡–ƒ‰Š‡ƒ†‡”•Ǥ‡…ƒ—•‡–Š‡’”‘†—…–‹†‡–‹ˆ‹‡”‹•…Š‡…‡†ƒ‰ƒ‹•–
–Š‹•‘Ž‹‡”‡‰‹•–”›ǡ…‘—–‡”ˆ‡‹––ƒ‰•™‘—Ž†„‡‹‡†‹ƒ–‡Ž›†‡–‡…–‡†Ǥ

‡ʹƒŽ•‘Šƒ•’ƒ••™‘”†…ƒ’ƒ„‹Ž‹–‹‡•–‘Ž‘…’‘”–‹‘•‘ˆƒ–ƒ‰Ǥ

© 2016 APICS 1-314 Version 4.0, 2016 Edition

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 Section B: Design the Supply Chain

‘”‡šƒ’Ž‡ǡ†”—‰…‘’ƒ‹‡•…ƒ—•‡–Š‡‡–™‘”–‘–”ƒ…–Š‡‹”’”‘†—…–•
–Š”‘—‰Š–Š‡•—’’Ž›…Šƒ‹ƒ†‰—ƒ”ƒ–‡‡–Šƒ–‘–Š‹‰™ƒ•‹ŽŽ‹…‹–Ž›
‹–”‘†—…‡†ǡ‰—ƒ”†ƒ‰ƒ‹•–…‘—–‡”ˆ‡‹–•ǡƒ†‹••—‡–ƒ”‰‡–‡†’”‘†—…–”‡…ƒŽŽ•Ǥ

EPC tags, readers, and printers
 –ƒ‰‹•ƒ–‹›‹…”‘…Š‹’™‹–Šƒƒ–‡ƒǤ˜ƒ•–˜ƒ”‹‡–›‘ˆ–›’‡•
ƒ†…‘•–•‘ˆ –ƒ‰•‡š‹•–•Ǥ‹’Ž‡ƒ†…Š‡ƒ’–ƒ‰•ƒ”‡—•‡†–‘”‡…‘”†
ƒǡ™Š‹Ž‡‘”‡•‘’Š‹•–‹…ƒ–‡†–ƒ‰•ƒ”‡—•‡†ƒ•ƒ‘„‹Ž‡†ƒ–ƒ„ƒ•‡
ȋ‡Ǥ‰Ǥǡ”‡…‘”†‹‰–‡’‡”ƒ–—”‡ǡ’”‡••—”‡ȌǤ…Š‹’…ƒƒŽ•‘…‘–”‘Žƒ
’”‘…‡••‘ƒƒ••‡„Ž›Ž‹‡Ǥ‘‡–ƒ‰•ƒ”‡ˆ‘”•‹‰Ž‡—•‡‘Ž›ǡ™Š‹Ž‡
‘–Š‡”–ƒ‰•…ƒ„‡—’†ƒ–‡†ƒ†”‡—•‡†Ǥƒ‰–›’‡•‹…Ž—†‡ƒ…–‹˜‡ǡ
’ƒ••‹˜‡ǡƒ†•‡‹’ƒ••‹˜‡ǣ

i Active tags. ƒ…–‹˜‡–ƒ‰‹•Dzƒ•‡ŽˆǦ’‘™‡”‡†”ƒ†‹‘ˆ”‡“—‡…›
‹†‡–‹ˆ‹…ƒ–‹‘–ƒ‰–Šƒ–„”‘ƒ†…ƒ•–•‹ˆ‘”ƒ–‹‘dzȋAPICS Dictionaryǡ
ͳͶ–Š‡†‹–‹‘ȌǤ—…Š–ƒ‰•…ƒ–”ƒ•‹–†ƒ–ƒ–‘ƒ”‡ƒ†‡”ƒ–Ž‘‰
”ƒ‰‡•ƒ†ƒ”‡–Š‡‘•–‡š’‡•‹˜‡–›’‡‘ˆ–ƒ‰ǤŠ‡›ƒ”‡‘ˆ–‡—•‡†
–‘–ƒ‰…‘–ƒ‹‡”•‘”’ƒŽŽ‡–•Ǥ

i Passive tags.’ƒ••‹˜‡–ƒ‰‹•Dzƒ –ƒ‰–Šƒ–†‘‡•‘–„”‘ƒ†…ƒ•–
‹ˆ‘”ƒ–‹‘ƒ††‘‡•‘–…‘–ƒ‹‹–•‘™’‘™‡”•‘—”…‡dzȋAPICS
DictionaryǡͳͶ–Š‡†‹–‹‘ȌǤŠ‡ ‡‡”‰›ˆ”‘–Š‡”‡ƒ†‡”
–‡’‘”ƒ”‹Ž›’‘™‡”•–Š‡–ƒ‰Ǥƒ••‹˜‡–ƒ‰•…ƒ–”ƒ•‹–†ƒ–ƒƒ–•Š‘”–
”ƒ‰‡ƒ†ƒ”‡…Š‡ƒ’‹ˆ’—”…Šƒ•‡†‹„—ŽǤ‡ƒ†‡”•—•––›’‹…ƒŽŽ›„‡
‹•–ƒŽŽ‡†ƒ–‰ƒ–‡™ƒ›‡–”›ƒ†‡š‹–’‘‹–•ǡ‘‡“—‹’‡–•—…Šƒ•ƒ
ˆ‘”Ž‹ˆ–ǡ‘”„‡Šƒ†Š‡Ž†Ǥ

i Semipassive tags. •‡‹’ƒ••‹˜‡–ƒ‰‹• Dzƒ –ƒ‰–Šƒ–•‡†•‘—–
†ƒ–ƒǡ‹••‡ŽˆǦ’‘™‡”‡†ǡƒ†™‹†‡•‹–•”ƒ‰‡„›Šƒ”‡••‹‰’‘™‡”
ˆ”‘–Š‡”‡ƒ†‡”dzȋAPICS DictionaryǡͳͶ–Š‡†‹–‹‘ȌǤ

‘’ƒ‹‡•™‹ŽŽŽ‹‡Ž›—•‡ƒ‹š‘ˆƒ…–‹˜‡ƒ†’ƒ••‹˜‡–ƒ‰••—…Šƒ•’Žƒ…‹‰
ƒ…–‹˜‡–ƒ‰•‘Š‹‰ŠǦ˜ƒŽ—‡ƒ••‡–•ƒ†™Š‘Ž‡…‘–ƒ‹‡”•ƒ†’ƒ••‹˜‡–ƒ‰•‘
„‘š‡•ˆ—ŽŽ‘ˆ‡”…Šƒ†‹•‡ǤŠ‡…‘•–‘ˆ–ƒ‰•‹•ƒ”‡ƒŽŽ‹‹–‡”‹–Š‡‡š’ƒ•‹‘
‘ˆ ǡ•‹…‡–Š‡…‘•–‘ˆƒ„ƒ”…‘†‡Žƒ„‡Ž‹•’”ƒ…–‹…ƒŽŽ›‡‰Ž‹‰‹„Ž‡Ǥ

”‹–‡”•„—”ƒ –ƒ‰ƒ†ƒ›•‹—Ž–ƒ‡‘—•Ž›’”‹–ƒŽƒ„‡Ž™‹–Šƒ
„ƒ”…‘†‡Ǥ”‹–‡”…‘•–ǡ”‡Ž‹ƒ„‹Ž‹–›ǡƒ†–Š”‘—‰Š’—–ƒ›„‡–Š‡‘•–
”‡Ž‡˜ƒ–‹••—‡•Ǥ

Tag read errors
–‡”ˆ‡”‡…‡ȋƒ†‹•–‘”–‡†”ƒ†‹‘•‹‰ƒŽȌ‹•ƒˆˆ‡…–‡†„›˜ƒ”‹ƒ„Ž‡••—…Šƒ•
ƒ–‡ƒ•‹œ‡ǡ”‡ƒ†‡”’‘™‡”Ž‡˜‡Žǡˆ”‡“—‡…›—•‡†ǡƒ†‘–Š‡” 

© 2016 APICS 1-315 Version 4.0, 2016 Edition

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Module 1: Supply Chain Design

‡‹••‹‘•ȋ‡Ǥ‰Ǥǡƒ…Š‹‡”›™Š‹–‡‘‹•‡ȌǤ‘‡Ž‹“—‹†•ƒ„•‘”„”‡ƒ†‡”Ȁ
–ƒ‰•‹‰ƒŽ•ƒ†•‘‡‡–ƒŽ•”‡ˆŽ‡…–•‹‰ƒŽ•Ǥ‡ƒ†‹‰—Ž–‹’Ž‡„‘š‡•‘
ƒ’ƒŽŽ‡–‹•‘–ˆ‘‘Ž’”‘‘ˆǢ”‡ƒ†‹‰•‹‰—Žƒ”…ƒ•‡•‘ƒ…‘˜‡›‘”•›•–‡‹•
˜‡”›”‡Ž‹ƒ„Ž‡Ǥ

‘‘ƒ†Œ—•–‡–•–‘‹’”‘˜‡”‡ƒ†”ƒ–‡•‹…Ž—†‡–Š‡ˆ‘ŽŽ‘™‹‰ǣ
i Žƒ…‹‰”‡ƒ†‡”•‹Ž‘…ƒ–‹‘•™‹–ŠŽ‡••‹–‡”ˆ‡”‡…‡
i Žƒ…‹‰ƒ„—ˆˆ‡”‘”•Š‹‡Ž†„‡–™‡‡–Š‡–ƒ‰ƒ†–Š‡‹–‡”ˆ‡”‹‰‘„Œ‡…–
i †Œ—•–‹‰–Š‡’‘•‹–‹‘ƒ†ƒ‰Ž‡‘ˆ–Š‡ ƒ–‡ƒ‡‘”‡ƒ†‡”•
i Šƒ‰‹‰”‡ƒ†‡”‘”–ƒ‰–›’‡Ȁƒ—ˆƒ…–—”‡”–‘•—‹––Š‡ˆƒ…‹Ž‹–›‘”
’”‘†—…–

Š‡ƒ„•‡…‡‘ˆŠ—ƒ‹–‡”˜‡–‹‘‹–Š‡’”‘…‡••ƒ‡•†ƒ–ƒ
ƒ…“—‹•‹–‹‘‡š–”‡‡Ž›…Š‡ƒ’ƒ†ˆƒ•–Ǥ‘™‡˜‡”ǡƒ› —•‡”•
‹†‹…ƒ–‡–Šƒ–•‘‡Š—ƒ‹–‡”˜‡–‹‘‹••–‹ŽŽ‡‡†‡†–‘˜‡”‹ˆ›–Šƒ––Š‡
–ƒ‰•Šƒ˜‡„‡‡”‡ƒ†ǡ”ƒ‹•‹‰–Š‡…‘•–ƒ†‡””‘””ƒ–‡‘ˆ–Š‡•›•–‡ƒ†
”‡†—…‹‰‡ˆˆ‹…‹‡…›Ǥ‡ƒ†‡”ƒ‹–‡ƒ…‡ƒ†–‡•–‹‰—•–„‡‹…Ž—†‡†
–‘˜‡”‹ˆ›’”‘‹•‡†”‡Ž‹ƒ„‹Ž‹–›Ǥ ‘”‡šƒ’Ž‡ǡƒƒŒ‘”ƒ‹”Ž‹‡–‡•–‡† 
ƒ†ˆ‘—†–Šƒ–‹–…‘—Ž†‹…”‡ƒ•‡–Š‡ƒ……—”ƒ…›‘ˆŽ—‰‰ƒ‰‡”‡ƒ†”ƒ–‡•–‘
‘”‡–ŠƒͻͲ’‡”…‡–ǡ„—–‹–™‘—Ž†‡‡†–‘…Šƒ‰‡Š‘™‹–•‘’‡”ƒ–‘”•
Ž‘ƒ†‡†„ƒ‰‰ƒ‰‡‹–‘–Š‡‡–ƒŽŽ—‰‰ƒ‰‡…ƒ”–•–‘‰‡––Šƒ–ƒ……—”ƒ…›Ž‡˜‡ŽǤ

Data transportation and integration
‡…ƒ—•‡ ‰‡‡”ƒ–‡•˜ƒ•–ƒ‘—–•‘ˆ†ƒ–ƒǡ–Š‡†ƒ–ƒ—•–„‡„”‘—‰Š–
‹–‘ƒ—•ƒ„Ž‡•–ƒ–‡’”‹‘”–‘•‡†‹‰–Š‡–‘‘”ƒƒŽ›–‹…ƒŽ•›•–‡•Ǥ

Prerequisites for RFID implementations
‡ˆ‘”‡‹’Ž‡‡–‹‰ ǡ…‘’ƒ‹‡••Š‘—Ž†„‡ƒ–ƒŠ‹‰Š•–ƒ‰‡‘ˆ
•—’’Ž›…Šƒ‹†‡˜‡Ž‘’‡–Ǥ’Ž‡‡–ƒ–‹‘•ƒ–Ž‘™‡”•–ƒ‰‡•™‹ŽŽŽ‡ƒ†–‘
ƒ‹ƒ„‹Ž‹–›–‘—•‡–Š‡‰ƒ–Š‡”‡†‹ˆ‘”ƒ–‹‘ȋƒŽŽ–Š‡…‘•–ƒ†‘‡‘ˆ–Š‡
„‡‡ˆ‹–•ȌǤ

Implementing RFID
 ǯ•˜ƒŽ—‡…‘‡•‹™Š‡’”‘…‡••†‹•…‹’Ž‹‡…ƒ‘–„‡ƒ†˜ƒ…‡†
™‹–Š‘–Š‡”–‡…Š‘Ž‘‰‹‡•ƒ†Š—ƒ‹–‡”ƒ…–‹‘Šƒ•”‡ƒ…Š‡†–Š‡Ž‹‹–‘ˆ
‹–•‡ˆˆ‹…‹‡…›Ǥ ‘”‡šƒ’Ž‡ǡƒ”‡ˆ”‹‰‡”ƒ–‡†‰‘‘†•…‘’ƒ›•ƒ˜‡†ʹͷ
’‡”…‡–‹‡‡”‰›…‘•–•„›—•‹‰ –‘ƒ‡”‡ˆ”‹‰‡”ƒ–‡††‘‘”•ƒ–
–Š‡‹”™ƒ”‡Š‘—•‡‘’‡ƒ†…Ž‘•‡ƒ—–‘ƒ–‹…ƒŽŽ›ƒ––Š‡ƒ””‹˜ƒŽƒ†
†‡’ƒ”–—”‡‘ˆ–”—…•Ǥ

Š‡…‘•–•ƒ••‘…‹ƒ–‡†™‹–Š …ƒ„‡†‹ˆˆ‹…—Ž––‘‡•–‹ƒ–‡„‡…ƒ—•‡–Š‡
…‘•–•‹…Ž—†‡‘–Œ—•–‹†‹˜‹†—ƒŽ –ƒ‰…‘•–•ǡ„—–‹ˆ”ƒ•–”—…–—”‡
…Šƒ‰‡•ƒ†…ƒ’ƒ…‹–›‹…”‡ƒ•‡•ˆ‘”†ƒ–ƒ•–‘”ƒ‰‡ǡˆ‹Ž–‡”‹‰ǡ•–‘”ƒ‰‡ǡ
’”‘…‡••‹‰ǡƒ†ƒƒŽ›•‹•Ǥ

© 2016 APICS 1-316 Version 4.0, 2016 Edition

All rights reserved Printed on 100% post-consumer waste recycled paper.
 Section B: Design the Supply Chain

ˆ—ŽŽ‹’Ž‡‡–ƒ–‹‘ƒ›„‡Šƒ”†–‘Œ—•–‹ˆ›ǡ•‘ƒŽ‹‹–‡†’”‘Œ‡…–ƒ›
„‡–Š‡„‡•–™ƒ›–‘ƒ†† ǡ•—…Šƒ•ƒ’Žƒ–ƒ”‡ƒ™Š‡”‡‹–‡•‡‡†
…ƒ”‡ˆ—Ž–”ƒ…‹‰Ǥ

Š‡„—•‹‡••…ƒ•‡•Š‘—Ž††”‹˜‡ •‡Ž‡…–‹‘Ǥƒ”‰‡–ƒ•—’’Ž›…Šƒ‹
’”‘…‡••–Šƒ–Šƒ••—ˆˆ‹…‹‡–”‘‘ˆ‘”‹’”‘˜‡‡–ƒ†™‘—Ž†’”‘˜‹†‡ƒ
•–”ƒ–‡‰‹…ƒ†˜ƒ–ƒ‰‡ǡ•—…Šƒ•…‘ŽŽƒ„‘”ƒ–‹˜‡’”‘†—…–Ž‹ˆ‡…›…Ž‡
ƒƒ‰‡‡–ǡ…‘–‹—‘—•†‡ƒ†ƒƒ‰‡‡–ǡ”‡†—…–‹‘‘ˆ
•–‘…‘—–•ǡƒ••‡–ƒƒ‰‡‡–ǡˆ—Žˆ‹ŽŽ‡–ƒ††‹•–”‹„—–‹‘ǡƒˆ–‡”ƒ”‡–
•ƒŽ‡•ǡ‘””‡†—…‹‰…‘—–‡”ˆ‡‹–‹‰‘”–Š‡ˆ–Ǥ

Capturing data Š‡APICS Dictionary, ͳͶ–Š‡†‹–‹‘ǡ†‡ˆ‹‡•POSƒ•Dz–Š‡”‡Ž‹‡ˆ‘ˆ
at the point-of- ‹˜‡–‘”›ƒ†…‘’—–ƒ–‹‘‘ˆ•ƒŽ‡•†ƒ–ƒƒ––Š‡–‹‡ƒ†’Žƒ…‡‘ˆ•ƒŽ‡ǡ
sale ‰‡‡”ƒŽŽ›–Š”‘—‰Š–Š‡—•‡‘ˆ„ƒ”…‘†‹‰‘”ƒ‰‡–‹…‡†‹ƒƒ†
‡“—‹’‡–Ǥdz”‡Žƒ–‡†–‡”‹–Š‡Dictionary ‹•point-of-sale
information,Dz‹ˆ‘”ƒ–‹‘ƒ„‘—–…—•–‘‡”•…‘ŽŽ‡…–‡†ƒ––Š‡–‹‡‘ˆ
•ƒŽ‡Ǥdz

Š‡•‡–™‘–‡”•’”‘˜‹†‡ƒ‰”‡ƒ–†‡ƒŽ‘ˆ‹ˆ‘”ƒ–‹‘ƒ„‘—––Š‡„‡‡ˆ‹–•
‘ˆ…ƒ’–—”‹‰†ƒ–ƒƒ––Š‡’‘‹–Ǧ‘ˆǦ•ƒŽ‡Ǥˆ–Š‡‹ˆ‘”ƒ–‹‘ˆ”‘–Š‡‹•
–”ƒ•ˆ‡””‡†‹”‡ƒŽ–‹‡–‘–Š‡‘”‰ƒ‹œƒ–‹‘ǯ•‹ˆ‘”ƒ–‹‘•›•–‡•ǡ–Š‡•‡
„‡‡ˆ‹–•…ƒ‹…Ž—†‡–Š‡ƒ„‹Ž‹–›–‘
i ƒ’–—”‡†ƒ–ƒ‘’”‘†—…–ǡ’”‹…‡ǡ’”‘‘–‹‘ǡƒ†‹˜‡–‘”›Ǥ
i ‡’Žƒ…‡ƒ’—•Š•›•–‡™‹–Šƒ†‡ƒ†Ǧ’—ŽŽ•›•–‡„ƒ•‡†‘ƒ…–—ƒŽ
…—•–‘‡”‘”†‡”•ƒ†‹’”‘˜‡•ƒŽ‡•ˆ‘”‡…ƒ•–‹‰Ǥ
i ‡†—…–‹˜‡–‘”›ˆ”‘–Š‡„‘‘•‹‡†‹ƒ–‡Ž›ƒ––Š‡–‹‡‘ˆ•ƒŽ‡Ǥ
i ‡†‹ƒ–‡Ž›ˆ‘”™ƒ”†ƒ……‘—–‹‰‹ˆ‘”ƒ–‹‘–‘ˆ‹ƒ…‡Ǥ
i ‘ŽŽ‡…–‹ˆ‘”ƒ–‹‘ƒ„‘—–‹†‹˜‹†—ƒŽ…—•–‘‡”’—”…Šƒ•‹‰Šƒ„‹–•
ȋ‡‹–Š‡”–Š”‘—‰Šƒ…”‡†‹–…ƒ”†‘”–Š”‘—‰Šƒ˜‘Ž—–ƒ”›ƒˆˆ‹‹–›…ƒ”†
’”‘‰”ƒȌǤ
i ‡†—…‡–Š‡„—ŽŽ™Š‹’‡ˆˆ‡…–‹ˆ–Š‡†ƒ–ƒƒ”‡•Šƒ”‡†‹‡†‹ƒ–‡Ž›
–Š”‘—‰Š‘—––Š‡•—’’Ž›…Šƒ‹Ǥ
i ‡†—…‡†ƒ–ƒ‡””‘”•„›…‘ŽŽ‡…–‹‰†ƒ–ƒƒ––Š‡•‘—”…‡”ƒ–Š‡”–ŠƒŽƒ–‡”
‡–”›Ǥ
i ’†ƒ–‡•›•–‡•ƒ–”‡†—…‡†…‘•–ǡ•‹’Ž‹ˆ›‹‰”‡–—”•ǡ…‘—’‘•ǡ
•’‡…‹ƒŽ‘”†‡”•ǡŽƒ›ƒ™ƒ›•ǡ‡–…Ǥ

”‡–ƒ‹Ž‡”ƒ›ǡˆ‘”‡šƒ’Ž‡ǡ•‡†‹ˆ‘”ƒ–‹‘ˆ”‘–Š‡’‘‹–Ǧ‘ˆǦ•ƒŽ‡–‘
•—’’Ž‹‡”•‡ƒ…Š–‹‡ƒ…—•–‘‡”’—”…Šƒ•‡•ƒ‹–‡–‘–”‹‰‰‡”
’”‘†—…–‹‘‘”•Š‹’‡–‘ˆƒ”‡’Žƒ…‡‡–Ǥƒ”‰‡”‡–ƒ‹Ž‡”•ƒ›
•—ƒ”‹œ‡–Š‡”‡•—Ž–•‹ƒ†ƒ–ƒ™ƒ”‡Š‘—•‡ƒ†’”‘˜‹†‡ƒŽŽ
˜‡†‘”•™‹–Šƒ……‡••–‘‹––Š”‘—‰Šƒ˜‡†‘”™‡„’‘”–ƒŽǤ


© 2016 APICS 1-317 Version 4.0, 2016 Edition

All rights reserved Printed on 100% post-consumer waste recycled paper.
Module 1: Supply Chain Design

ƒ††‹–‹‘–‘Ž‹‹‰…ƒ•Š”‡‰‹•–‡”•–‘†ƒ–ƒ…‘ŽŽ‡…–‹‘•›•–‡•ǡ
ˆ‹‡Ž†•›•–‡••—…Šƒ•™‹”‡Ž‡••…”‡†‹–…ƒ”†”‡ƒ†‡”•ǡ™‹”‡Ž‡••
•…ƒ‡”•ǡ–ƒ„Ž‡–•ǡƒ†…‡ŽŽ’Š‘‡•…ƒ„‡—•‡†–‘…‘ŽŽ‡…–†ƒ–ƒǤ‡ŽˆǦ
•‡”˜‹…‡–‡”‹ƒŽ••—…Šƒ•ƒ–ƒ‰”‘…‡”›•–‘”‡‘”ƒƒŽ•‘‡š‹•–Ǥ
†ƒ–ƒ…ƒ„‡…‘ŽŽ‡…–‡†–Š”‘—‰Šƒ—ƒŽ‡–”›ǡƒ•’ƒ”–‘ˆƒ„ƒ”…‘†‡
•›•–‡ǡ‘”ƒ•’ƒ”–‘ˆƒ •›•–‡Ǥ‹…‡ ƒ†•‘‡–›’‡•‘ˆ„ƒ”
…‘†‡•…ƒ–”ƒ…—‹“—‡•‡”‹ƒŽ—„‡”•”ƒ–Š‡”–ŠƒŒ—•–•ǡ–Š‡
Ž‘…ƒ–‹‘‘ˆ–Šƒ–‹–‡ǯ•…”‡ƒ–‹‘ǡ‹–•†‹•–”‹„—–‹‘’‘‹–•ǡƒ†‹–•’‘‹–Ǧ‘ˆǦ
•ƒŽ‡…ƒ„‡‘™†‘™–‘–Š‡•’‡…‹ˆ‹……ƒ•Š”‡‰‹•–‡”ƒ†•ƒŽ‡•’‡”•‘Ǥ

ƒ›‘ˆ–Š‡„—›‡”Ǧ•—’’Ž‹‡”’ƒ”–‡”•Š‹’•ǡ•—…Šƒ•ǡ™Š‹…Š‹•†‹•…—••‡†
‹‘†—Ž‡ʹǡ‡…–‹‘ǡ”‡“—‹”‡–Šƒ––Š‡”‡–ƒ‹Ž‡”’”‘˜‹†‡†ƒ–ƒ–‘–Š‡
•—’’Ž‹‡”Ǥ—•‹‡••’‘”–ƒŽ•ƒŽŽ‘™‹†‹˜‹†—ƒŽ•–‘•‡‡‡š…‡’–‹‘Ǧ„ƒ•‡†
‹ˆ‘”ƒ–‹‘ƒ†ˆ‘”‡…ƒ•–•„ƒ•‡†‘†ƒ–ƒǤŠ‡†ƒ–ƒƒ”‡’”‡•‡–‡†‘ƒ
†ƒ•Š„‘ƒ”†–Šƒ–ƒŽŽ‘™•—•‡”•–‘…‘ˆ‹‰—”‡™Šƒ–‹–‡•ƒ”‡–”ƒ…‡†Ǥ ‘”
‡šƒ’Ž‡ǡƒŽƒ”–•Šƒ”‡•†ƒ–ƒ„›„”‘ƒ†…ƒ•–‹‰–‘ƒŽŽ•—’’Ž‹‡”•‘ƒ
•‡…—”‹–›Ǧ”‡•–”‹…–‡†„ƒ•‹•—•‹‰–Š‡‹”‘™’‘”–ƒŽ‡–™‘”Ǥ

Case study šŠ‹„‹–ͳǦ͸Ͳ’”‘˜‹†‡•ƒ…ƒ•‡•–—†›‘ˆƒ•ƒŽŽ…‘’ƒ›–Šƒ–”‡ƒŽ‹œ‡†–Š‡
„‡‡ˆ‹–•‘ˆ…ƒ’–—”‹‰ƒ†…‘—‹…ƒ–‹‰’‘‹–Ǧ‘ˆǦ•ƒŽ‡†ƒ–ƒ‹ƒ”‡–ƒ‹Ž
•‡––‹‰Ǥ

Exhibit 1-60: Small Company Case Study

A small company with gross annual sales of more than US$100 million designed and
created high-quality running shoes and apparel and distributed goods through three
outlet stores. For several years they had a great deal of trouble managing their
inventory at these outlet stores because they had no way of viewing inventory levels.
They resorted to sending the same quantities of inventory shipments to each outlet
no matter what their current inventory was, resulting in large excess inventory at
stores. They also had great difficulty in changing prices. These changes had to be
sent via messenger service.
Their problem was that their data were static but needed to be dynamic and real-
time. They decided to solve their issues by implementing a retail management
system with real-time POS data transfer. The system allows them to view inventory
levels at their outlet stores so they can optimize products by local demand. The
company can determine what products are selling at what locations and customize
shipments accordingly for each store. Headquarters can also change prices
dynamically at each location, saving the company several days’ worth of labor per
month. The system reconciles sales reports with actual sales for better reporting at
the store level. This reconciliation feature also saves the outlet stores time and
money by allowing faster nightly shutdowns and price change reconciliations. The
company is more profitable and efficient.

 

© 2016 APICS 1-318 Version 4.0, 2016 Edition

All rights reserved Printed on 100% post-consumer waste recycled paper.
 Section B: Design the Supply Chain

Progress Check
Š‡ˆ‘ŽŽ‘™‹‰“—‡•–‹‘•ƒ”‡‹…Ž—†‡†ƒ••–—†›ƒ‹†•ƒ†ƒ›‘–ˆ‘ŽŽ‘™–Š‡ˆ‘”ƒ–—•‡†ˆ‘”
“—‡•–‹‘•‹–Š‡‡šƒ‹ƒ–‹‘Ǥ ‡ƒ†‡ƒ…Š“—‡•–‹‘ƒ†”‡•’‘†‹–Š‡•’ƒ…‡
’”‘˜‹†‡†Ǥ•™‡”•ƒ†’ƒ‰‡”‡ˆ‡”‡…‡•ƒ’’‡ƒ”‘–Š‡’ƒ‰‡ˆ‘ŽŽ‘™‹‰–Š‡’”‘‰”‡••…Š‡…
“—‡•–‹‘•Ǥ

ͳǤ Š‹…Š‘ˆ–Š‡ˆ‘ŽŽ‘™‹‰‹•’ƒ”–‘ˆƒ‰‘‘†’‘Ž‹…›‘†ƒ–ƒ…ƒ’–—”‡ǫ
ȋ Ȍ ƒǤ ˆƒ•–Ǧ’ƒ…‡†•‹–‡•Š‘—Ž†ƒ†††ƒ–ƒ…ƒ’–—”‡•–‡’•‡˜‡‹ˆ–Š‡›•Ž‘™–Š‡’”‘…‡••
†‘™Ǥ
ȋ Ȍ „Ǥ ƒ’–—”‹‰’ƒ”–‹ƒŽ†ƒ–ƒ‹•„‡––‡”–Šƒ…ƒ’–—”‹‰‘†ƒ–ƒǤ
ȋ Ȍ …Ǥ –ƒˆƒ•–Ǧ’ƒ…‡†•‹–‡ǡ‡–‡”‹‰†ƒ–ƒŽƒ–‡”‹•’”‡ˆ‡””‡†–‘‡–‡”‹‰‹–†—”‹‰„—•›
’‡”‹‘†•Ǥ
ȋ Ȍ †Ǥ ƒ’–—”‹‰ƒ…‹ŽŽƒ”›†ƒ–ƒ‹•ƒ—•–ǡƒ†‘ƒ‘—–‘ˆ†ƒ–ƒ‹•–‘‘—…Š†ƒ–ƒǤ

ʹǤ ”—‡‘”ˆƒŽ•‡ǫŠ‡‹–‡†‡†ƒ—†‹‡…‡ˆ‘”ƒ–‡…Š‘Ž‘‰›ƒ—†‹–‹••–ƒˆˆǤ
ȋ Ȍ ”—‡
ȋ Ȍ ƒŽ•‡

͵Ǥ Š‹…Š‘ˆ–Š‡ˆ‘ŽŽ‘™‹‰‹•ƒ–›’‹…ƒŽƒ†˜ƒ–ƒ‰‡‘ˆ—•‹‰ƒ„‡•–Ǧ‘ˆǦ„”‡‡†ƒ’’Ž‹…ƒ–‹‘‹•–‡ƒ†‘ˆ
ƒƒŽ”‡ƒ†›‹–‡‰”ƒ–‡†‘†—Ž‡ǫ
ȋ Ȍ ƒǤ ƒ•–‡”–‘ƒ”‡–™‹–Š‹‘˜ƒ–‹˜‡ˆ—…–‹‘•ƒ†•‡”˜‹…‡•
ȋ Ȍ „Ǥ ‡˜‡”ƒ‰‡†‘™‡”•Š‹’‘ˆ‡š‹•–‹‰†ƒ–ƒ
ȋ Ȍ …Ǥ Š‘”–‡”—•‡”–”ƒ‹‹‰
ȋ Ȍ †Ǥ ‹’Ž‡”ƒ†„‡––‡”‹–‡‰”ƒ–‹‘

ͶǤ ǯ•ƒ…–‹˜‡˜‹•‹„‹Ž‹–›‡…‘’ƒ••‡•ˆ‹˜‡ˆ—…–‹‘•ǡ–Š‡ˆ‹”•–‘‡„‡‹‰–‘‘‹–‘”Ǥ‹•–‡ƒ…Š
ˆ—…–‹‘ƒ†’”‘˜‹†‡ƒ„”‹‡ˆ†‡ˆ‹‹–‹‘Ǥ

© 2016 APICS 1-319 Version 4.0, 2016 Edition

All rights reserved Printed on 100% post-consumer waste recycled paper.
Module 1: Supply Chain Design

ƒ–…Š‡ƒ…Š†‡•…”‹’–‹‘–‘–Š‡…‘””‡•’‘†‹‰ƒ†˜ƒ…‡†‘’–‹‹œƒ–‹‘–‘‘ŽǤ

ͷǤ   •‡”•Šƒ˜‡–Š‡ƒ„‹Ž‹–›–‘ˆŽƒ‰–Š‡‘……—””‡…‡‘ˆ…‡”–ƒ‹ ƒǤ 
  —’’Ž›ƒ…–‹˜‹–‹‡•–‘–”‹‰‰‡”•‘‡ˆ‘”‘ˆƒŽ‡”–‘”ƒ…–‹‘ 
  ™‹–Š‹ƒ‘–Š‡”•—’’Ž›…Šƒ‹ƒ’’Ž‹…ƒ–‹‘ „Ǥ 
 
͸Ǥ   …Ž—†‡•ˆ—…–‹‘••—…Šƒ•Ž‘ƒ†ƒ–…Š‹‰ƒ† …Ǥ 
  ‘’–‹‹œƒ–‹‘ǡ”ƒ–‹‰ǡƒ‹ˆ‡•–‹‰ǡ–‡†‡”‹‰ǡƒ†”‘—–‹‰ 

͹Ǥ   ‘–‹—‘—•Ž›’”‘ˆ‹Ž‡•’‡”ˆ‘”ƒ…‡Ǣ…”‡ƒ–‡•‡š…‡’–‹‘
  ‡’‘”–•ˆ‘”ƒŒ‘”•Š‹ˆ–•‹ƒ…–‹˜‹–›ǡ‘”†‡”…›…Ž‡–‹‡ǡ
  •–‘”ƒ‰‡†‡•‹–›ǡƒ†•Š‹’‡–Ȁ‹˜‡–‘”›ƒ……—”ƒ…›Ǣ
  ’‡”ˆ‘”•…‘–‹—‘—•…›…Ž‡…‘—–‹‰

ͺǤ ”—‡‘”ˆƒŽ•‡ǫ„ƒ”…‘†‡•–Šƒ–†‘‹ƒ–‡”‡–ƒ‹Ž•ƒŽ‡•…ƒ‹†‡–‹ˆ›ƒ’”‘†—…––›’‡„—–‘–ƒ
—‹“—‡‹•–ƒ…‡‘ˆƒ’”‘†—…–„›•‡”‹ƒŽ—„‡”Ǣ …‘†‡•†‘’”‘˜‹†‡—‹“—‡•‡”‹ƒŽ…‘†‡
‹†‡–‹ˆ‹…ƒ–‹‘Ǥ
ȋ Ȍ ”—‡
ȋ Ȍ ƒŽ•‡

ͻǤ  –ƒ‰•–Šƒ–…‘–ƒ‹‘„ƒ––‡”›„—–Šƒ”˜‡•–‡‡”‰›ˆ”‘–Š‡”‡ƒ†‡”ƒ–‡ƒ‡ƒ”‡…ƒŽŽ‡†
̴̴̴̴̴̴̴̴̴̴̴̴̴̴̴̴̴̴̴̴̴̴̴̴̴̴̴̴̴̴̴̴̴̴̴̴̴̴̴̴̴̴̴̴Ǥ



© 2016 APICS 1-320 Version 4.0, 2016 Edition

All rights reserved Printed on 100% post-consumer waste recycled paper.
 Section B: Design the Supply Chain

Progress check answers

ͳǤ „ȋ’ǤͳǦ͵ͲͳȌ
ʹǤ ƒŽ•‡ȋ’ǤͳǦʹͶͺȌ
͵Ǥ ƒȋ’ǤͳǦʹ͹͵Ȍ
ͶǤ ‘‹–‘”ǣ‹ˆ‘”ƒ–‹‘‘†‡ƒ†ǡ•Š‹’‡–•ǡ‘”†‡”•ǡ’”‘†—…–‹‘ǡˆ—Žˆ‹ŽŽ‡–ǡƒ†‹˜‡–‘”›
†‹•–”‹„—–‡†–Š”‘—‰Š‘—––Š‡•—’’Ž›…Šƒ‹Ǥ‡ƒ•—”‡ǣ‡ƒ•—”‹‰‡˜‡–•ƒ‰ƒ‹•–•Ǥ‘–‹ˆ›ǣ
‡š…‡’–‹‘‘–‹ˆ‹…ƒ–‹‘Ǥ‹—Žƒ–‡ǣ”‡ƒŽ‘”’”‘Œ‡…–‡†‡š…‡’–‹‘•Ǥ‘–”‘Žǣ‡˜‡–•„›’”‘˜‹†‹‰
–‹‡Ž›ƒ†•‹’Ž‡‡–Š‘†•ˆ‘””‡˜‡”•‹‰•›•–‡…Š‘‹…‡•™Š‡‡‡†‡†Ǥȋ’ǤͳǦʹͺͲȌ
ͷǤ ƒȋ’ǤͳǦʹ͹ͻȌ
͸Ǥ …ȋ’ǤͳǦʹͺ͹Ȍ
͹Ǥ „ȋ’ǤͳǦʹͺͶȌ
ͺǤ ”—‡ȋ’ǤͳǦ͵ͳͶȌ
ͻǤ ƒ••‹˜‡–ƒ‰•ȋ’ǤͳǦ͵ͳͷȌ

© 2016 APICS 1-321 Version 4.0, 2016 Edition

All rights reserved Printed on 100% post-consumer waste recycled paper.
Chapter 4: Implementation Tools—Communications
and Projects

This chapter is designed to

i ƒ‹Ž‘”…‘—‹…ƒ–‹‘•–‘ˆ‹––Š‡’—”’‘•‡ǡ–ƒ”‰‡–ƒ—†‹‡…‡ǡƒ†
…‘—‹…ƒ–‹‘…Šƒ‡Ž
i †‡”•–ƒ†–Š‡„ƒ•‹……‘—‹…ƒ–‹‘•‘†‡Žȋ•‡†‡”Ǧ”‡…‡‹˜‡”
…‘—‹…ƒ–‹‘•‘†‡ŽȌƒ†Š‘™–‘ƒ’’Ž›‹–
i ‘™™Š‡–‘ƒ’’Ž›’”‘Œ‡…–ƒƒ‰‡‡––‘•—’’Ž›…Šƒ‹
‹‹–‹ƒ–‹˜‡•ƒ†™Š‡–‘ƒƒ‰‡‹‹–‹ƒ–‹˜‡•ƒ•‘”ƒŽ‘’‡”ƒ–‹‘•
i †‡”•–ƒ†–Š‡„ƒ•‹…•‘ˆ’”‘Œ‡…–ƒƒ‰‡‡–
i ‡ƒ„Ž‡–‘ƒƒ‰‡’”‘Œ‡…–•‘•…‘’‡ǡ–‹‡ǡƒ†„—†‰‡–
i †‡”•–ƒ†™Šƒ––‘†‘‹‡ƒ…Š‘ˆƒ•—’’Ž›…Šƒ‹’”‘Œ‡…–ǯ•’”‘…‡••
‰”‘—’•ǣ‹‹–‹ƒ–‡ǡ’Žƒƒ††‡•‹‰ǡ‡š‡…—–‡ǡ‘‹–‘”ƒ†…‘–”‘Žǡƒ†
…Ž‘•‡Ǥ


Topic 1: Communication Considerations
Identify purpose Š‡”‡ƒ”‡ƒ›™ƒ›•–‘•Šƒ”‡ƒ†…‘—‹…ƒ–‡‹ˆ‘”ƒ–‹‘Ǥƒƒ‰‹‰
of communica- …‘—‹…ƒ–‹‘•‹˜‘Ž˜‡•…‘ŽŽ‡…–‹‰†ƒ–ƒƒ†‹ˆ‘”ƒ–‹‘ˆ”‘–Š‡
tion ˜ƒ”‹‘—•’ƒ”–•‘ˆ–Š‡•—’’Ž›…Šƒ‹‘”ˆ”‘’”‘Œ‡…––‡ƒ‡„‡”•‘
•—’’Ž›…Šƒ‹’”‘Œ‡…–•ǡ…”‡ƒ–‹‰†‹•…—••‹‘‰—‹†‡Ž‹‡•ǡˆ‘”ƒŽ”‡’‘”–•ǡ
ƒ††‹•–”‹„—–‹‰–Š‡‹ˆ‘”ƒ–‹‘–‘–Š‡”‹‰Š–’‡‘’Ž‡ƒ––Š‡”‹‰Š––‹‡ƒ”‡
‡›Ǥ‡ƒ†‡”•Š‹’ƒ†ƒƒ‰‡‡–”‡Ž›Š‡ƒ˜‹Ž›‘‘‡ǯ•ƒ„‹Ž‹–›–‘
…‘—‹…ƒ–‡‡ˆˆ‡…–‹˜‡Ž›Ǥ

Š‡APICS DictionaryǡͳͶ–Š‡†‹–‹‘ǡ†‡ˆ‹‡•stakeholdersƒ•Dz’‡‘’Ž‡
™‹–Šƒ˜‡•–‡†‹–‡”‡•–‹ƒ…‘’ƒ›ǡ‹…Ž—†‹‰ƒƒ‰‡”•ǡ‡’Ž‘›‡‡•ǡ
•–‘…Š‘Ž†‡”•ǡ…—•–‘‡”•ǡ•—’’Ž‹‡”•ǡƒ†‘–Š‡”•Ǥdz

–ƒ‡Š‘Ž†‡”•Šƒ˜‡†‹ˆˆ‡”‡–‡‡†•ǡ’”‡ˆ‡”‡…‡•ǡ•–›Ž‡•ǡŽ‡˜‡Ž•‘ˆ
‡š’‡”–‹•‡ƒ†…—Ž–—”ƒŽ„ƒ…‰”‘—†•ǡ™Š‹…Š‡ƒ•–Šƒ–‹–‹•†‘—„Ž›
‹’‘”–ƒ–ˆ‘”•—’’Ž›…Šƒ‹ƒƒ‰‡”•–‘ƒ†ƒ’––‘•–ƒ‡Š‘Ž†‡”‡‡†•
™Š‡‹–…‘‡•–‘…‘—‹…ƒ–‹‘Ǥ—•–‘‹œ‹‰›‘—”…‘—‹…ƒ–‹‘•–‘
”‡ˆŽ‡…––Š‡•‡†‹ˆˆ‡”‡…‡••Š‘™•”‡•’‡…–ƒ†•‡•‹–‹˜‹–›ƒ†ƒ‡•–Š‡
‡••ƒ‰‡‘”‡‡ˆˆ‡…–‹˜‡Ǥˆˆ‡…–‹˜‡…‘—‹…ƒ–‹‘•–”ƒ–‡‰‹‡•™Š‹…Š–ƒ‡
‹–‘ƒ……‘—–‹†‹˜‹†—ƒŽ•ǯ†‹ˆˆ‡”‹‰‡‡†•ƒ†’‡”•’‡…–‹˜‡•ƒŽŽ‘™ˆ‘”
‰”‡ƒ–‡”‡‰ƒ‰‡‡–ƒ†’‘•‹–‹˜‹–›–Š”‘—‰Š‘—––Š‡’”‘…‡••Ǥ…Š‹‡˜‹‰
•—’’Ž›…Šƒ‹‰‘ƒŽ•ƒ†‘„Œ‡…–‹˜‡•Š‡ƒ˜‹Ž›†‡’‡†•—’‘™‡ŽŽ’Žƒ‡†
ƒ††‡Ž‹˜‡”‡†…‘—‹…ƒ–‹‘•Ǥ‡…ƒ—•‡•‘—…Š†‡’‡†•—’‘

© 2016 APICS 1-322 Version 4.0, 2016 Edition

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 Section B: Design the Supply Chain

™‘”‹‰™‹–Šƒ†”‡•’‘†‹‰–‘•–ƒ‡Š‘Ž†‡”…‘—‹…ƒ–‹‘•‡‡†•ǡ‹–
‹•…”—…‹ƒŽ–Šƒ––‹‡‹••’‡–’Žƒ‹‰ˆ‘”–Š‹•„›…‘ŽŽ‡…–‹‰‹ˆ‘”ƒ–‹‘
ˆ”‘•–ƒ‡Š‘Ž†‡”•‘–Š‡‹”…‘—‹…ƒ–‹‘‡‡†•ƒ†”‡“—‹”‡‡–•Ǥ
Š‡ƒ„‹Ž‹–›–‘…‘—‹…ƒ–‡“—‹…Ž›ǡ•—……‹…–Ž›ƒ†ƒ……—”ƒ–‡Ž›…ƒ„‡
ˆƒ…‹Ž‹–ƒ–‡†„›–Š‡ƒ„—†ƒ…‡ƒ††‹˜‡”•‹–›‘ˆƒ˜ƒ‹Žƒ„Ž‡‹ˆ‘”ƒ–‹‘ǡ†ƒ–ƒ
ƒ†‘™Ž‡†‰‡ƒ†„›–Š‡˜ƒ•–ƒ””ƒ›‘ˆ–‡…Š‘Ž‘‰›ƒ†‡†‹ƒǤŠ‹•
ƒ„—†ƒ…‡…ƒ„‡ƒ‰‹ˆ–‹ˆ‹–‹•—•‡†™‹•‡Ž›ǡ„—–‹–…ƒƒŽ•‘„‡ƒ–”ƒ’‹
–Šƒ–‹–…ƒ‘˜‡”Ž‘ƒ†›‘—”ƒ—†‹‡…‡™‹–Š–‘‘—…Š‹ˆ‘”ƒ–‹‘ǤŠ‡„ƒ•‹…
…ƒ’ƒ„‹Ž‹–›–‘†‡˜‡Ž‘’‹•–‘‘™™Šƒ–‹ˆ‘”ƒ–‹‘‡‡†•–‘„‡
…‘—‹…ƒ–‡†ˆ‘”–Š‡‰‹˜‡’—”’‘•‡ƒ†ƒ—†‹‡…‡Ǥ•›‘—”•‡Žˆǣ
i Šƒ–†‘‡•›‘—”ƒ—†‹‡…‡‡‡†ǫ
i ‘™†‘‡•–Š‡•—„Œ‡…–‘ˆ›‘—”…‘—‹…ƒ–‹‘ˆ—Žˆ‹ŽŽ–Š‡ƒ—†‹‡…‡ǯ•
‡‡†ǫ
i ‘™…ƒ›‘—ƒ‡–Š‡„‡‡ˆ‹–•‘ˆ–Š‡’”‡•‡–ƒ–‹‘…Ž‡ƒ”–‘–Š‡
ƒ—†‹‡…‡ǫ

Š‹•–‘’‹…‡šƒ‹‡•Š‘™…‘—‹…ƒ–‹‘‘……—”•ƒ•™‡ŽŽƒ•–Š‡
‹’‘”–ƒ…‡‘ˆ…‘–‡š–‹‹ˆŽ—‡…‹‰–Š‡•—……‡••‘”ˆƒ‹Ž—”‡‘ˆ–Š‡
‹ˆ‘”ƒ–‹‘–‘ƒ…Š‹‡˜‡‹–‡†‡†ƒ…–‹‘•ƒ†„‡’—––‘—•‡ˆ—Ž’—”’‘•‡•Ǥ

Communication,
‡‡”ƒŽŽ›†‡ˆ‹‡†ǡcommunication‹•–Š‡–™‘Ǧ™ƒ›’”‘…‡••‘ˆ…”‡ƒ–‹‰
defined ƒ†•‡†‹‰‡••ƒ‰‡•ƒ†”‡…‡‹˜‹‰ˆ‡‡†„ƒ…™‹–Š–Š‡‰‘ƒŽ–‘‹ˆŽ—‡…‡
–Š‡‘’‹‹‘•ǡƒ…–‹‘•ƒ††‡…‹•‹‘•‘ˆ–Š‡‹–‡†‡†ƒ—†‹‡…‡ǤŠ‡
’”‘…‡••‹…Ž—†‡••‡Ž‡…–‹‰–Š‡ƒ’’”‘’”‹ƒ–‡‡†‹ƒ–‘„‡•–”‡ƒ…Š–Š‡
‹–‡†‡†ƒ—†‹‡…‡ƒ––Š‡”‹‰Š––‹‡Ǥ

The communication „ƒ•‹……‘—‹…ƒ–‹‘•’”‘…‡••‘……—”•ˆ‘”ƒŽŽ–›’‡•‘ˆ…‘—‹…ƒ–‹‘•Ǥ
process Š‹•…‘—Ž†„‡™Š‡ƒ•—’’Ž›…Šƒ‹ƒƒ‰‡”‹ˆ‘”ƒŽŽ›–ƒŽ•™‹–Šƒ
…‘ŽŽ‡ƒ‰—‡‘‡Ǧ‘Ǧ‘‡‘”ƒ‡•ƒ’”‡•‡–ƒ–‹‘–‘—Ž–‹’Ž‡’‡‘’Ž‡ǤŠ‡
‹–‡–‹•ƒŽ™ƒ›•–Š‡ƒ……—”ƒ–‡–”ƒ•ˆ‡”‘ˆ–Š‡‹ˆ‘”ƒ–‹‘„‡–™‡‡
‹†‹˜‹†—ƒŽ•‘”‰”‘—’•ǤšŠ‹„‹–ͳǦ͸ͳ‘–Š‡‡š–’ƒ‰‡†‡’‹…–•–Š‡
‡Ž‡‡–•‹–Š‡…‘—‹…ƒ–‹‘’”‘…‡••Ǥ

••Š‘™Š‡”‡ǡ…‘—‹…ƒ–‹‘‹˜‘Ž˜‡•–”ƒ•‹––‹‰ƒ†”‡…‡‹˜‹‰
‹ˆ‘”ƒ–‹‘ǤŠ‹•‹•–”—‡™Š‡–Š‡”–Š‡…‘—‹…ƒ–‹‘‹•Š—ƒ‘”
–‡…Š‘Ž‘‰›Ǧ‡ƒ„Ž‡†ǤŠ‡‡›‡Ž‡‡–•‹–Š‡…‘—‹…ƒ–‹‘’”‘…‡••ƒ”‡

i SenderȄ”—‡–‘–Š‡Žƒ„‡Žǡ–Š‡•‡†‡”‹•–Š‡’‡”•‘™‹–Š‹†‡ƒ•ǡ
…‘…‡’–•ǡ”‡“—‡•–•‘”‘–Š‡”‹ˆ‘”ƒ–‹‘–‘…‘˜‡›Ǥ

i MessageȄŠ‹•‹•–Š‡•—„Œ‡…–ƒ––‡”‘ˆ–Š‡’”‘…‡••ǡ–Š‡–”ƒ•Žƒ–‹‘‘ˆ
–Š‡•‡†‡”ǯ•‹ˆ‘”ƒ–‹‘‹–‘ƒ•›•–‡ƒ–‹…•‡–‘ˆ•›„‘Ž•‘”•‘—†•
ȋ™”‹––‡ǡ˜‡”„ƒŽǡ‘˜‡”„ƒŽ‰‡•–—”‡•‘”•‘‡…‘„‹ƒ–‹‘ȌǤ–‹•
•‘‡–‹‡•…ƒŽŽ‡†ƒDz‡…‘†‹‰’”‘…‡••Ǥdz

© 2016 APICS 1-323 Version 4.0, 2016 Edition

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Module 1: Supply Chain Design

Exhibit 1-61: Basic Communication Process

Filters Filters
“Noise”

Sender Message Receiver

Medium
Filters Filters

Acknowledge
and Feedback



i MediumȄŠ‡‡†‹—‹•–Š‡’ƒ–Š™ƒ›–Š”‘—‰Š™Š‹…Š–Š‡‡••ƒ‰‡
‹••‡–ǡ™Š‹…Š…‘—Ž†„‡‘”ƒŽȋ…‘˜‡”•ƒ–‹‘ǡ’”‡•‡–ƒ–‹‘Ȍǡ™”‹––‡
ȋ‡‘ǡ‡™•Ž‡––‡”Ȍǡ‘”‡Ž‡…–”‘‹…ȋ‡ƒ‹Žǡ˜‹†‡‘…Šƒ–ǡ•‘…‹ƒŽ‡†‹ƒȌǤ

i ReceiverȄŠ‡”‡…‡‹˜‡”‹•–Š‡‹–‡†‡†ƒ—†‹‡…‡ǡ–Š‡‹†‹˜‹†—ƒŽ‘”
‰”‘—’–Šƒ–Dz†‡…‘†‡•dz‘”‹–‡”’”‡–•–Š‡‡••ƒ‰‡‹Ž‹‰Š–‘ˆ’”‡˜‹‘—•
‡š’‡”‹‡…‡•‘”ˆ”ƒ‡•‘ˆ”‡ˆ‡”‡…‡Ǥ

i FiltersȄˆ‹Ž–‡”‹•ƒ›ˆƒ…–‘”‹ˆŽ—‡…‹‰Š‘™–Š‡…‘—‹…ƒ–‹‘‹•
”‡…‡‹˜‡†‘”‹–‡”’”‡–‡†Ǥ ‹Ž–‡”•ƒ›–ƒ‡ƒ›ˆ‘”••—…Šƒ•ˆ‡‡Ž‹‰•
ƒ†‡‘–‹‘ƒŽ•–ƒ–‡•ȋ‘‘†Ȍǡ‹†‹˜‹†—ƒŽ’‡”…‡’–‹‘•ƒ†‡š’‡”‹‡…‡
‘”…—Ž–—”‡Ǥ‡…ƒ—•‡‘ˆˆ‹Ž–‡”•ǡƒ‡••ƒ‰‡ƒ›‘–„‡”‡…‡‹˜‡†ƒ–ƒŽŽǤ

i “Noise”Ȅ‘‹•‡‹•‡••‡–‹ƒŽŽ›ƒ›–Š‹‰–Šƒ–†‹•–‘”–•ƒ‡••ƒ‰‡Ǥ‘‹•‡
…ƒ–ƒ‡ƒ›ˆ‘”•ǡ‹…Ž—†‹‰„ƒ…‰”‘—†•‘—†•ǡƒ‘–Š‡”’‡”•‘
–”›‹‰–‘‡–‡”‹–‘ƒ…‘˜‡”•ƒ–‹‘‘”ƒ›‘–Š‡”†‹•–”ƒ…–‹‘•–Šƒ–
’”‡˜‡––Š‡”‡…‡‹˜‡”ˆ”‘’ƒ›‹‰ƒ––‡–‹‘‘”ƒ……—”ƒ–‡Ž›
—†‡”•–ƒ†‹‰™Šƒ–‹•„‡‹‰…‘—‹…ƒ–‡†Ǥ–…ƒƒŽ•‘„‡‡Ž‡…–”‘‹…
†‹•–‘”–‹‘•–Šƒ–…‘””—’–ƒ’Š‘‡Ž‹‡ǡˆ‹Ž‡ǡ‘”’”‘‰”ƒǤ‹‹Žƒ”–‘
ˆ‹Ž–‡”•ǡ‘‹•‡‹–‡”ˆ‡”‡•™‹–Šƒ†…ƒ‹Š‹„‹––Š‡…‘—‹…ƒ–‹‘
’”‘…‡••Ǥ

i AcknowledgeȄŠ‡”‡…‡‹˜‡”ƒ…‘™Ž‡†‰‡•–Š‡‡••ƒ‰‡‹ƒ‡†‹—
–‘•‹‰ƒŽ–Šƒ–‹–™ƒ•”‡…‡‹˜‡†Ǥ–†‘‡•‘–‡…‡••ƒ”‹Ž›‹’Ž›
…‘’”‡Š‡•‹‘‘”ƒ‰”‡‡‡–ǡ•‹’Ž›”‡…‡‹’–‘ˆ–Š‡‡••ƒ‰‡Ǥ


© 2016 APICS 1-324 Version 4.0, 2016 Edition

All rights reserved Printed on 100% post-consumer waste recycled paper.
 Section B: Design the Supply Chain

i FeedbackȄ ‡‡†„ƒ…‹•–Š‡˜‡”„ƒŽ‘”‘˜‡”„ƒŽ”‡’Ž›‘””‡ƒ…–‹‘–‘
–Š‡‡••ƒ‰‡Ǥ–‡š’”‡••‡•–Š‡”‡…‡‹˜‡”ǯ•—†‡”•–ƒ†‹‰‘ˆ–Š‡‡••ƒ‰‡Ǥ
‡‡†„ƒ…’”‘˜‹†‡•ƒ˜‡Š‹…Ž‡ˆ‘””‡…‡‹˜‡””‡•’‘•‡–Šƒ–ƒŽŽ‘™•–Š‡
•‡†‡”–‘ƒ••‡••‹ˆ–Š‡‡••ƒ‰‡Šƒ•„‡‡”‡…‡‹˜‡†ƒ•‹–‡†‡†Ǥ

‘—‹…ƒ–‹‘–ƒ‡•’Žƒ…‡™Š‡ƒ‡••ƒ‰‡ǡ‹ˆ‘”ƒ–‹‘‘”—†‡”Ǧ
•–ƒ†‹‰‹••‡–„›‘‡’‡”•‘ƒ†”‡…‡‹˜‡†„›‘‡‘”‘”‡’‡”•‘•Ǥ
Š‡•‡†‡”–”ƒ•‹–•ƒ‡••ƒ‰‡–Šƒ–‹•’ƒ••‡†‘–‘–Š‡”‡…‡‹˜‡”ǤŠ‡
”‡…‡‹˜‡”ǡ‹”‡–—”ǡŠƒ•–Š‡‘’’‘”–—‹–›–‘‰‹˜‡ˆ‡‡†„ƒ…Ǥˆƒ…–ǡ
‡’Šƒ•‹œ‹‰ˆ‡‡†„ƒ…‹•–Š‡ƒ‹’‘‹–‘ˆ–Š‹•‘†‡Žǣ–Š‡”‡ƒ”‡–Š‹‰•
–Šƒ–…ƒ‰‡–‹–Š‡™ƒ›‘ˆ…‘—‹…ƒ–‹‘•„‡‹‰•—……‡••ˆ—Žȋˆ‹Ž–‡”•ǡ
‘‹•‡Ȍǡ„—–‹•‹•–‹‰‘‰‡––‹‰ƒ…‘™Ž‡†‰‡‡–ƒ†‡•’‡…‹ƒŽŽ›
ˆ‡‡†„ƒ…ƒ•ƒ’’”‘’”‹ƒ–‡ƒ”‡–Š‡…‘—‹…ƒ–‘”ǯ•‡–Š‘†•‘ˆƒ‹‰
‡••ƒ‰‡•ˆƒ‹Ž•ƒˆ‡ǤŽ‘•‡ƒ––‡–‹‘–‘–Š‡”‡…‹’‹‡–ǯ•ˆ‡‡†„ƒ…™‹ŽŽ•‹‰ƒŽ
…‘’”‡Š‡•‹‘‘”Žƒ…–Š‡”‡‘ˆǤˆ–Š‡‡••ƒ‰‡™ƒ•ǯ–”‡…‡‹˜‡†ƒ•
‹–‡†‡†ǡ–Š‡•‡†‡”•Š‘—Ž†”‡˜‹•‡–Š‡‡••ƒ‰‡ƒ……‘”†‹‰Ž›ƒ†”‡’‡ƒ–
–Š‡…‘—‹…ƒ–‹‘’”‘…‡••Ǥ

Forms of ‘ˆ—”–Š‡”‹ŽŽ—•–”ƒ–‡™Šƒ–ƒ‡•ˆ‘”‡ˆˆ‡…–‹˜‡ƒ†•—……‡••ˆ—Ž
communication …‘—‹…ƒ–‹‘ǡ‹–‹•Š‡Ž’ˆ—Ž–‘”‡…‘‰‹œ‡–Š‡†‹ˆˆ‡”‡–ˆ‘”•‘ˆ
‘”‰ƒ‹œƒ–‹‘ƒŽ…‘—‹…ƒ–‹‘Ǥ••Š‘™‹šŠ‹„‹–ͳǦ͸ʹǡ–Š‡”‡ƒ”‡
˜ƒ”‹‘—•†‹‡•‹‘•‘ˆ…‘—‹…ƒ–‹‘Ǥ

Exhibit 1-62: Communications Dimensions

Written
and Voice Internal
Vertical

Formal Informal

Horizontal

Official Unofficial

External Nonverbal

Source: Holmes Corporation. Used with permission.

© 2016 APICS 1-325 Version 4.0, 2016 Edition

All rights reserved Printed on 100% post-consumer waste recycled paper.
Module 1: Supply Chain Design

Official/nonofficial…‘—‹…ƒ–‹‘•”‡Žƒ–‡–‘™Š‡–Š‡”‘”‘––Š‡
‹ˆ‘”ƒ–‹‘‹•‘‘”‘ˆˆ–Š‡”‡…‘”†Ǥ‡’‘”–•™‹–Š‹–Š‡…‘’ƒ›‘”ˆ‘”
–Š‡’—„Ž‹……‘•—’–‹‘ƒ”‡‘ˆ–‡…‘•‹†‡”‡†‘ˆˆ‹…‹ƒŽǡ™Š‹Ž‡‡™•Ž‡––‡”•ǡ
’”‡••”‡Ž‡ƒ•‡•ǡ‘”ƒ—ƒŽ”‡’‘”–•ƒ”‡‘–Š‡‘‘ˆˆ‹…‹ƒŽ•‹†‡‘ˆ–Š‡
•’‡…–”—Ǥ

Formal/informal”‡ˆ‡”•–‘–Š‡‡š’‡…–‡†Ž‡˜‡Ž‘ˆ†‡…‘”—ƒ†‘’–‡†‹ƒ
…‘—‹…ƒ–‹‘ƒ†–Š‡…‘—‹…ƒ–‹‘ǯ•ˆ‘”ƒ–Ǥ ‘”ƒŽ
…‘—‹…ƒ–‹‘‹•‘ˆˆ‹…‹ƒŽŽ›•ƒ…–‹‘‡†ƒ†…‘•‹†‡”‡†‹ˆ‘”ƒ–‹˜‡ƒ†
ˆƒ…–—ƒŽǤ—…Š…‘—‹…ƒ–‹‘‹•’Žƒ‡†ƒ†…ƒ””‹‡†‘—–ƒ……‘”†‹‰–‘
‘”‰ƒ‹œƒ–‹‘ƒŽ•–”—…–—”‡ƒ†–Š‡‘ˆˆ‹…‹ƒŽ…Šƒ‹‘ˆ…‘ƒ†Ǥ‡…ƒ—•‡
ˆ‘”ƒŽ…‘—‹…ƒ–‹‘‹•Š‹‰ŠŽ›†‘…—‡–‡†ǡƒ‡†‡–•ƒ†…Šƒ‰‡•
ƒ”‡”‡•–”‹…–‡†Ǥ˜‡‹ˆ–Š‡–‘‡‘”ˆ‘”ƒ–•‡‡•…ƒ•—ƒŽǡƒˆ‘”ƒŽ
…‘—‹…ƒ–‹‘‹•†‡•‹‰‡†ƒ†‹–‡†‡†–‘…‘˜‡›ƒ‘ˆˆ‹…‹ƒŽ‡••ƒ‰‡
–Šƒ–•Š‘—Ž†„‡ƒ†Š‡”‡†–‘Ǥ›’‹…ƒŽ‡šƒ’Ž‡•‘ˆˆ‘”ƒŽ…‘—‹…ƒ–‹‘
‹…Ž—†‡‹••‹‘ƒ†˜‹•‹‘•–ƒ–‡‡–•ǡ‰‘ƒŽ•ƒ†‘„Œ‡…–‹˜‡•ǡ
‘”‰ƒ‹œƒ–‹‘ƒŽ„”ƒ†ǡ’‘Ž‹…‹‡•ƒ†’”‘…‡†—”‡•ǡ‘”‰ƒ‹œƒ–‹‘ƒŽ‘”
†‡’ƒ”–‡–ƒŽ‡‡–‹‰•ǡ•–ƒˆˆ‡‡–‹‰•ǡ’—„Ž‹…ƒ–‹‘•ƒ†‡™•Ž‡––‡”•ǡ
’—„Ž‹…”‡Žƒ–‹‘•‹ˆ‘”ƒ–‹‘ǡ‘ˆˆ‹…‹ƒŽ‘–‹…‡•ǡ•‹‰ƒ‰‡ƒ†–”ƒ‹‹‰
ƒ–‡”‹ƒŽ•ƒ†‡˜‡–•Ǥ

ˆ‘”ƒŽ…‘—‹…ƒ–‹‘‹•‘–‘ˆˆ‹…‹ƒŽŽ›•ƒ…–‹‘‡†‹ˆ‘”ƒ–‹‘ƒ†
†‘‡•‘–ˆ‘ŽŽ‘™ƒ›‘ˆˆ‹…‹ƒŽ…Šƒ‹‘ˆ…‘ƒ†Ǥ‘™‡˜‡”ǡ–Š‡ƒŒ‘”‹–›‘ˆ
…‘—‹…ƒ–‹‘‹ƒ‘”‰ƒ‹œƒ–‹‘‹•‹ˆ‘”ƒŽǡ•‘‹–•‹’‘”–ƒ…‡•Š‘—Ž†
‘–„‡—†‡”‡•–‹ƒ–‡†Ǥ™‡ƒŽ–Š‘ˆ‹ˆ‘”ƒ–‹‘‹••’”‡ƒ†–Š”‘—‰Š
‹ˆ‘”ƒŽ…‘—‹…ƒ–‹‘‡†‹ƒ•—…Šƒ•’‡”•‘ƒŽ…‘˜‡”•ƒ–‹‘•ǡ
–‡Ž‡’Š‘‡…‘˜‡”•ƒ–‹‘•ƒ†˜‘‹…‡‡••ƒ‰‡•ǡ‡Ǧƒ‹Ž•ǡ–‡š–‡••ƒ‰‡•ǡ
•‘…‹ƒŽ‰ƒ–Š‡”‹‰•ǡ•‘…‹ƒŽ‡†‹ƒǡƒ†‹’”‘’–—‡‡–‹‰•Ǥ—…Š‹ˆ‘”ƒŽ
…‘—‹…ƒ–‹‘Š‡Ž’•–‘…”‡ƒ–‡ƒ†•—•–ƒ‹‘’‡…‘—‹…ƒ–‹‘‹ƒ
‘”‰ƒ‹œƒ–‹‘Ǥˆ–‡–‹‡•ǡ‹ˆ‘”ƒŽ…‘—‹…ƒ–‹‘’Žƒ›•ƒ˜‹–ƒŽ”‘Ž‡‹
–ƒ†‡™‹–Šˆ‘”ƒŽ…‘—‹…ƒ–‹‘ȋ‡Ǥ‰Ǥǡ–‡ƒ„‘†‹‰ǡ‡–™‘”‹‰ȌǤ

Vertical/horizontal communications”‡ˆ‡”–‘–Š‡‘”‹‡–ƒ–‹‘‘ˆ
…‘—‹…ƒ–‹‘‹”‡Žƒ–‹‘–‘ƒ’”‘Œ‡…–‘”‘”‰ƒ‹œƒ–‹‘ǯ•Š‹‡”ƒ”…Š›Ǥ
Š‡•‡…‘—‹…ƒ–‹‘•ƒ”‡‘ˆ–‡„‡–™‡‡’‡‘’Ž‡ƒ–†‹ˆˆ‡”‡–Ž‡˜‡Ž•‹
–Š‡‘”‰ƒ‹œƒ–‹‘ǡ—Ž‹‡Š‘”‹œ‘–ƒŽ…‘—‹…ƒ–‹‘•™Š‹…Šƒ”‡’‡‡”Ǧ–‘Ǧ
’‡‡”Ǥ

Internal/external communications”‡ˆ‡”–‘™Š‡–Š‡”–Š‡…‘—‹…ƒǦ
–‹‘‹˜‘Ž˜‡•’‡‘’Ž‡™Š‘ƒ”‡•—„Œ‡…––‘•—’’Ž›…Šƒ‹ƒƒ‰‡‡–
†‹”‡…–‹‘ǡ‘”‘”‡„”‘ƒ†Ž›–‘‘”‰ƒ‹œƒ–‹‘ƒŽ‡’Ž‘›‡‡•ȋ‹–‡”ƒŽȌ‘”
™‹–Š’‡”•‘•‹‘–Š‡”†‡’ƒ”–‡–•‘”‘–Š‡”‘”‰ƒ‹œƒ–‹‘•ȋ‡š–‡”ƒŽȌǤ
‘™‹–‡”ƒŽ˜‡”•—•‡š–‡”ƒŽ‹•†‡ˆ‹‡†ƒ›–Š‡”‡ˆ‘”‡†‹ˆˆ‡”†‡’‡†‹‰

© 2016 APICS 1-326 Version 4.0, 2016 Edition

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 Section B: Design the Supply Chain

‘–Š‡•—„Œ‡…–‘ˆ–Š‡…‘—‹…ƒ–‹‘•Ǥš–‡”ƒŽ‰‡‡”ƒŽŽ›‹…Ž—†‡•
”‡‰—Žƒ–‘”•ǡ‹–‡”‡•–‰”‘—’•ǡ–Š‡…—•–‘‡”‘”–Š‡’—„Ž‹…Ǥ

Written and voice/nonverbal communicationsƒ”‡†‹ˆˆ‡”‡–‘†‡•‘ˆ
…‘—‹…ƒ–‹‘ǤŠ›•‹…ƒŽ…—‡•ǡ„‘†›Žƒ‰—ƒ‰‡ǡ‡š’”‡••‹‘•ƒ†„‘†›
‘˜‡‡–•™Š‹…Šƒ”‡’”‡•‡–‹ˆƒ…‡Ǧ–‘Ǧˆƒ…‡…‘—‹…ƒ–‹‘…ƒ’”‘˜‹†‡
ƒ‘”‡…‘’Ž‡–‡—†‡”•–ƒ†‹‰‘ˆŠ‘™ƒ…‡”–ƒ‹‡••ƒ‰‡‹•”‡…‡‹˜‡†‘”
‹–‡†‡†ǤŠ‡ƒ„‹Ž‹–›–‘‰‹˜‡ƒ†‹–‡”’”‡–‘Ǧ˜‡”„ƒŽ…‘—‹…ƒ–‹‘•
…ƒ’”‘˜‹†‡ƒ‘”‡…‘’Ž‡–‡—†‡”•–ƒ†‹‰‘ˆƒ‡••ƒ‰‡ǤŽ‹‡ƒ
‡ƒ‹Žǡ™Š‹…Š‹ˆ•Š‘”–ƒ†–‘–Š‡’‘‹–…‘—Ž†„‡•‡‡ƒ•…‘Ž†ƒ†
‹’‡”•‘ƒŽǡ–Š‡•ƒ‡‡••ƒ‰‡™Š‡‰‹˜‡‹’‡”•‘…‘—Ž†„‡”‡…‡‹˜‡†
…‘’Ž‡–‡Ž›†‹ˆˆ‡”‡–Ž›ǤŠ‹•‹•‘‡”‡ƒ•‘™Š›‡‘–‹…‘•Šƒ˜‡„‡…‘‡
’‘’—Žƒ”‹‹ˆ‘”ƒŽ™”‹––‡…‘—‹…ƒ–‹‘ƒ•ƒ™‹‘ˆ–Š‡‡›‡Ȅ‡˜‡ƒ
˜‹”–—ƒŽ‘‡Ȅ…ƒ…Šƒ‰‡–Š‡–‘‡‘ˆƒ‡••ƒ‰‡Ǥ–‹•‹’‘”–ƒ––‘
”‡‡„‡”‹™”‹––‡ƒ†•‘‡˜‡”„ƒŽ…‘—‹…ƒ–‹‘‘†‡•ǡ–Šƒ–‘Ǧ
˜‡”„ƒŽ…—‡•ƒ”‡‹••‹‰ƒ†–Š‡”‡ˆ‘”‡™Š‡™”‹–‹‰‡Ǧƒ‹Ž•ƒ†”‡’‘”–•
‘”™Š‡•’‡ƒ‹‰‘’Š‘‡‘”…‘ˆ‡”‡…‡…ƒŽŽ•ǡ–‘–ƒ‡‡š–”ƒ…ƒ”‡™Š‡
…‘˜‡›‹‰›‘—”‹–‡†‡†‡••ƒ‰‡–‘‡•—”‡‹–‹•”‡…‡‹˜‡†ƒ’’”‘’”‹ƒ–‡Ž›Ǥ

Identify target ‘—‹…ƒ–‹‘•ƒƒ‰‡‡–’Žƒ•ƒ”‡‡•’‡…‹ƒŽŽ›‡‡†‡†™Š‡
audience(s) ”—‹‰•—’’Ž›…Šƒ‹’”‘Œ‡…–•†—‡–‘–Š‡‡‡†ˆ‘”‡˜‡”›‘‡–‘™‘”
–‘‰‡–Š‡”–‘•–ƒ›™‹–Š‹•…‘’‡ƒ†ƒ‡„—†‰‡–•ƒ††‡ƒ†Ž‹‡•Ǥƒ”–‘ˆƒ
…‘—‹…ƒ–‹‘’Žƒ‹…Ž—†‡•†‡–‡”‹‹‰–‘™Š‘›‘—™‹ŽŽ„‡
…‘—‹…ƒ–‹‰ƒ††‡…‹†‹‰Š‘™–‘…‘—‹…ƒ–‡‡ˆˆ‹…‹‡–Ž›ƒ†
‡ˆˆ‡…–‹˜‡Ž›ǤŽƒ‹‰›‘—”…‘—‹…ƒ–‹‘•ƒ†Š‘™–Š‡›™‹ŽŽ„‡
…‘†—…–‡†…”‡ƒ–‡•ƒ‡˜‹”‘‡––Šƒ–‡…‘—”ƒ‰‡••–ƒ‡Š‘Ž†‡”
‹˜‘Ž˜‡‡–ƒ†•—’’‘”–Ǥ’Žƒ…ƒ„‡„”‹‡ˆǡ‡•’‡…‹ƒŽŽ›™Š‡ˆ‡™
•–ƒ‡Š‘Ž†‡”•ƒ”‡‹˜‘Ž˜‡†ǡ„—––Š‡‹’‘”–ƒ…‡‘ˆƒ’Žƒ™Š‡•—’’Ž›
…Šƒ‹–‡ƒ•ƒ†’”‘Œ‡…–•ƒ”‡Žƒ”‰‡ƒ†–Š‡”‡ƒ”‡ƒ›’‡‘’Ž‡
‹˜‘Ž˜‡†Ȅƒ…‘—‹…ƒ–‹‘’Žƒ„‡…‘‡•’ƒ”ƒ‘—–Ǥ

Š‡APICS DictionaryǡͳͶ–Š‡†‹–‹‘ǡ†‡ˆ‹‡•ƒcommunication
management planƒ•Dzƒ†‘…—‡––Šƒ–†‡•…”‹„‡•–Š‡…‘—‹…ƒ–‹‘•
‡‡†•ƒ†‡š’‡…–ƒ–‹‘•™‹–Š‹ƒ’”‘Œ‡…–ǡ‹…Ž—†‹‰ˆ‘”ƒ–ǡ†ƒ–‡•ǡ
Ž‘…ƒ–‹‘•ǡƒ†”‡•’‘•‹„‹Ž‹–‹‡•Ǥdz

Š‡ˆ‹”•–•–‡’™Š‡’Žƒ‹‰…‘—‹…ƒ–‹‘•‹•–‘†‡–‡”‹‡›‘—”
–ƒ”‰‡–ƒ—†‹‡…‡Ǥ—‡†‹Ž‹‰‡…‡”‡‰ƒ”†‹‰–Š‡whoǡwhatǡwhenǡwhyǡ
whereǡƒ†how‘ˆ…‘—‹…ƒ–‹‘•…ƒƒ˜‘‹†ƒ›’‘–‡–‹ƒŽ‹••—‡•ǡ
‹…Ž—†‹‰†‡Žƒ›‡†…‘—‹…ƒ–‹‘•ǡ…‘—‹…ƒ–‹‰–‘–Š‡™”‘‰
ƒ—†‹‡…‡ǡƒ†‹•‹–‡”’”‡–‡†‡••ƒ‰‡•Ǥ•–”‘‰’Žƒ…ƒ•–”‡‰–Š‡
–Š‡‡ˆˆ‡…–‹˜‡‡••‘ˆ›‘—”…‘—‹…ƒ–‹‘•Ǥ‘—‹…ƒ–‹‘•Š‘—Ž†ƒŽ•‘
„‡‡ˆˆ‹…‹‡–„›’”‘˜‹†‹‰–Š‡”‹‰Š–ƒ‘—–‘ˆ‹ˆ‘”ƒ–‹‘ǡ‘‘”‡ƒ†

© 2016 APICS 1-327 Version 4.0, 2016 Edition

All rights reserved Printed on 100% post-consumer waste recycled paper.
Module 1: Supply Chain Design

‘Ž‡••ǡ–Šƒ™Šƒ––Š‡”‡…‡‹˜‡”‡‡†•ǤŠ‹••–”ƒ–‡‰›‡•—”‡•–Š‡
‹’‘”–ƒ–’‘‹–•‘ˆ›‘—”‡••ƒ‰‡ƒ”‡”‡…‡‹˜‡†ƒ†‘–Ž‘•–‹ƒ
‘˜‡”ƒ„—†ƒ…‡‘ˆ‹””‡Ž‡˜ƒ–†ƒ–ƒǤ

Š‡’”‘…‡••‘ˆƒƒ‰‹‰•–ƒ‡Š‘Ž†‡””‡Žƒ–‹‘•Š‹’•‹•‡›ˆ‘”›‘—”
…‘—‹…ƒ–‹‘•’ŽƒǤŠ‡APICS ECM Supplemental Glossary†‡ˆ‹‡•
stakeholder relationship managementƒ•ǣ

††”‡••‹‰ƒ†ƒƒ‰‹‰–Š‡…‘’‡–‹‰’”‹‘”‹–‹‡•ǡ‡‡†•ƒ†…‘…‡”•
‘ˆ‹–‡”ƒŽƒ†‡š–‡”ƒŽ•–ƒ‡Š‘Ž†‡”•‹ƒ’”‘ƒ…–‹˜‡ƒ†•—•–ƒ‹‡†
ƒ‡””‡•—Ž–‹‰‹†‡…”‡ƒ•‡†…‘•–ƒ†‡Šƒ…‡†•–ƒ‡Š‘Ž†‡”
ƒ……‡’–ƒ…‡‘”„—›Ǧ‹Ǥ

Š‡…‘ŽŽ‡…–‹‰‹ˆ‘”ƒ–‹‘ƒ„‘—–›‘—”•–ƒ‡Š‘Ž†‡”•ǯ…‘—‹…ƒ–‹‘
’”‡ˆ‡”‡…‡•ǡ–Š‡ˆ‘ŽŽ‘™‹‰•Š‘—Ž†„‡‰ƒ–Š‡”‡†ǣ
i ”‡ˆ‡””‡†…‘—‹…ƒ–‹‘–›’‡•ǡ‡†‹ƒǡˆ‘”ƒŽ‹–›ǡƒ†ˆ‘”ƒ–•ǡ
i ˆ‘”ƒ–‹‘‡‡†•

•‡‡š’‡”–Œ—†‰‡‡–™Š‡ƒ••‡••‹‰‹ˆ‘”ƒ–‹‘‡‡†•Ȅ‹…Ž—†‹‰
†‡–‡”‹‹‰™Šƒ–‹ˆ‘”ƒ–‹‘™‹ŽŽ„‡•—ˆˆ‹…‹‡–ƒ†‡…‡••ƒ”›Ǥ
‘‘†
“—‡•–‹‘•–‘ƒ•‹…Ž—†‡
i •–Š‡•—„Œ‡…–ƒ––‡””‡Ž‡˜ƒ–ˆ‘”–Š‡’‡”•‘‹–Š‹•”‘Ž‡ǫ
i •–Š‡Ž‡˜‡Ž‘ˆ–‡…Š‹…ƒŽ†‡–ƒ‹Žƒ’’”‘’”‹ƒ–‡ǫ
i •–Š‡Ž‡˜‡Ž‘ˆ…‘–‡–…‘’Ž‡š‹–›•—ˆˆ‹…‹‡––‘•—……‡••ˆ—ŽŽ›…‘’Ž‡–‡
–Š‡ƒ••‹‰‡†ƒ…–‹˜‹–‹‡•ǫ
i •ƒ›…‘ˆ‹†‡–‹ƒŽ‹ˆ‘”ƒ–‹‘„‡‹‰†‹•…Ž‘•‡†ǡƒ†‹ˆ•‘‹•‹–
‡…‡••ƒ”›ǡƒ†ƒ”‡ƒ’’”‘’”‹ƒ–‡’”‡…ƒ—–‹‘•„‡‹‰–ƒ‡ǫ

–‹•‹’‘”–ƒ–‘––‘—†‡”‡•–‹ƒ–‡‰‡‡”ƒŽ…‘—‹…ƒ–‹‘•ƒ•–Š‡•‡
‘ˆ–‡‘–‹˜ƒ–‡’‡‘’Ž‡ƒ†‡‡’–Š‡‹ˆ‘”‡†™Š‹…Š‹‹‹œ‡•”‹••‘ˆ
•—’’Ž›…Šƒ‹‹‹–‹ƒ–‹˜‡‘”’”‘Œ‡…–ˆƒ‹Ž—”‡Ǥ

›‹–‡”˜‹‡™‹‰•–ƒ‡Š‘Ž†‡”•ǡ›‘—…ƒ†‡–‡”‹‡–Š‡‹”…‘—‹…ƒ–‹‘
’”‡ˆ‡”‡…‡•Ǥ–Š‡•ƒ‡‡‡–‹‰•›‘—Šƒ˜‡™‹–Š•–ƒ‡Š‘Ž†‡”•”‡‰ƒ”†‹‰
”‡“—‹”‡‡–•ƒ†”‹••ǡ›‘—…ƒ…‘ŽŽ‡…––Š‹•‹ˆ‘”ƒ–‹‘ǤƒŽ›œ‹‰
ȋ”‡•’‘•‹„Ž‡ǡƒ……‘—–ƒ„Ž‡ǡ…‘•—Ž–ǡƒ†‹ˆ‘”Ȍ…Šƒ”–•ƒ†‘”‰ƒ‹œƒ–‹‘ƒŽ
…Šƒ”–•…ƒƒŽ•‘’”‘˜‹†‡‹ˆ‘”ƒ–‹‘‘Š‘™–‘•–”—…–—”‡›‘—”…‘—‹Ǧ
…ƒ–‹‘•Ǥ…Šƒ”–••’‡ŽŽ‘—–™Š‘‡‡†•–‘†‘‡ƒ…Š–ƒ•ȋ”‡•’‘•‹„Ž‡Ȍǡ
™Š‹…Š‘‡’‡”•‘™‹ŽŽƒ•™‡”–‘‹–••—……‡••‘”ˆƒ‹Ž—”‡ȋƒ……‘—–ƒ„Ž‡Ȍǡ
™Š‘‡‡†•–‘„‡‰‹˜‡ƒ…Šƒ…‡–‘”‡˜‹‡™ȋ…‘•—Ž–Ȍǡƒ†™Š‘•‹’Ž›
‡‡†•–‘„‡–‘Ž†ƒ„‘—–™Šƒ–ǯ•‰‘‹‰‘ȋ‹ˆ‘”ȌǤ”‰ƒ‹œƒ–‹‘…—Ž–—”‡
ƒ†’‘Ž‹…›…ƒƒŽ•‘‹ˆŽ—‡…‡›‘—”…‘—‹…ƒ–‹‘•–”ƒ–‡‰‹‡•ƒ†›‘—
ƒ›”‡…‡‹˜‡‰—‹†ƒ…‡”‡‰ƒ”†‹‰Š‘™–‘…‘—‹…ƒ–‡™‹–Š‹–‡”ƒŽ•–ƒˆˆ
ƒ•™‡ŽŽƒ•‰—‹†‡Ž‹‡•ˆ‘”…‘–”ƒ…–‘”ǡ’—„Ž‹…ǡƒ†‡†‹ƒ‹–‡”ƒ…–‹‘•Ǥ

© 2016 APICS 1-328 Version 4.0, 2016 Edition

All rights reserved Printed on 100% post-consumer waste recycled paper.
 Section B: Design the Supply Chain

Identify ‘—‹…ƒ–‹‘•…Šƒ‡Ž•”‡ˆ‡”–‘–Š‡—„‡”‘ˆ’‘–‡–‹ƒŽ–™‘Ǧ™ƒ›
communication ‹–‡”ƒ…–‹‘•–Šƒ–…ƒ‘……—”„‡–™‡‡•–ƒ‡Š‘Ž†‡”•Ǥ‘—‹…ƒ–‹‘
channel(s) …Šƒ‡Ž•ƒ”‡‹’‘”–ƒ–„‡…ƒ—•‡–Š‡›‹†‹…ƒ–‡–Š‡”‡Žƒ–‹˜‡…‘’Ž‡š‹–›‘ˆ
…‘—‹…ƒ–‹‘‹ƒ–‡ƒ‘”’”‘Œ‡…–ǣ–Š‡‰”‡ƒ–‡”–Š‡—„‡”‘ˆ
•–ƒ‡Š‘Ž†‡”•ǡ–Š‡Š‹‰Š‡”–Š‡—„‡”‘ˆ’‘••‹„Ž‡Ž‹‡•‘ˆ…‘—‹…ƒ–‹‘ǡ
ƒ†–Š‡‘”‡…ƒ”‡ˆ—Ž–Š‡ƒƒ‰‡”ƒ†–‡ƒ—•–„‡–‘‡•—”‡–Š‘”‘—‰Š
…‘—‹…ƒ–‹‘‘ˆ‹••—‡•Ǥ

Š‡—„‡”‘ˆ…‘—‹…ƒ–‹‘…Šƒ‡Ž•…ƒ‹…”‡ƒ•‡“—‹…Ž›ǤŠ‡
…‘—‹…ƒ–‹‘…Šƒ‡Ž•ˆ‘”—ŽƒŠ‡Ž’••—’’Ž›…Šƒ‹ƒƒ‰‡”•‰”ƒ•’
–Š‹•’‘‹–ǣȋ•–ƒ†•ˆ‘”—„‡”‘ˆ•–ƒ‡Š‘Ž†‡”•ǤȌ

ሺ െ ͳሻ
‘—‹…ƒ–‹‘Šƒ‡Ž• ൌ  
ʹ

‘ǡ‹ƒ’”‘Œ‡…––Šƒ–Šƒ•‘Ž›Ͷ•–ƒ‡Š‘Ž†‡”•ǡ–Š‡”‡ƒ”‡͸’‘••‹„Ž‡
…Šƒ‡Ž•‘ˆ…‘—‹…ƒ–‹‘ǣ

ͶሺͶ െ ͳሻ Ͷ ൈ ͵ ͳʹ
ൌ ൌ ൌ ͸
ʹ ʹ ʹ


Šƒ–Šƒ’’‡•‹ˆ–Š‡”‡ƒ”‡ͳͷ’”‘Œ‡…–•–ƒ‡Š‘Ž†‡”•‹•–‡ƒ†‘ˆͶǫ

ͳͷሺͳͷ െ ͳሻ ͳͷ ൈ ͳͶ ʹͳͲ
ൌ ൌ ൌ ͳͲͷ
ʹ ʹ ʹ


‹–Š‡ƒ…Š…Šƒ‡Ž‘ˆ•–ƒ‡Š‘Ž†‡”…‘—‹…ƒ–‹‘ǡ…‘•–•ƒ†”‹••
‹…”‡ƒ•‡ƒ†’”‘†—…–‹˜‹–›‹•”‡†—…‡†Ǥ‹–Š‡ƒ…Šƒ††‹–‹‘ƒŽ…Šƒ‡Žǡ
–Š‡”‡‹•ƒ‹…”‡ƒ•‡†”‹•–Šƒ–ƒ•–ƒ‡Š‘Ž†‡”ƒ›ˆ‘”‰‡––‘…‘—‹…ƒ–‡
™‹–Šƒ‘–Š‡”‡›•–ƒ‡Š‘Ž†‡”ǡ‘”–Š‡‹…‘””‡…–…‘—‹…ƒ–‹‘‹•
”‡Žƒ›‡†‹ƒ‹’”‘’‡”ƒ‡”Ǥ•…‘’Ž‡š‹–›‹…”‡ƒ•‡•ǡ•‘†‘–Š‡”‹••
‘ˆ…‘—‹…ƒ–‹‘ǤŠ‡–Š‡—„‡”‘ˆƒ—–Š‘”‹œ‡†”‡’”‡•‡–ƒ–‹˜‡•‹•
”‡†—…‡†ǡ…‘’Ž‡š‹–›…ƒƒŽ•‘„‡”‡†—…‡†Ǥ

Create ‘—‹…ƒ–‹‘”‡“—‹”‡•‡ˆˆ‘”–ˆ‘”„‘–Š–Š‡•‡†‡”ƒ†”‡…‡‹˜‡”Ǣ‹–
message(s) •Š‘—Ž†ƒŽ™ƒ›•Šƒ˜‡ƒ’—”’‘•‡Ǥ…Ž‡ƒ”‡••ƒ‰‡’—”’‘•‡ƒ††”‡••‡•–Š‡
”‡ƒ•‘™Š››‘—ƒ”‡…‘—‹…ƒ–‹‰ƒ†™Šƒ–›‘—™ƒ––‘ƒ……‘’Ž‹•Š
™‹–Š–Š‡…‘—‹…ƒ–‹‘Ǥ”‡›‘—ƒ‘—…‹‰ƒ‡™•‡”˜‹…‡‘”’”‘…‡••ǫ
”‡›‘—Š‘’‹‰–‘‹ˆŽ—‡…‡ƒ––‹–—†‡•‘”ƒ…Š‹‡˜‡…‘•‡•—•ǫ”‡›‘—
•‡‡‹‰ˆ‡‡†„ƒ…ǫ‘›‘—™ƒ––Š‡ƒ—†‹‡…‡–‘ƒ‡ƒ†‡…‹•‹‘‘”–ƒ‡
ƒ…–‹‘ǫ”†‘›‘—Šƒ˜‡•‘‡…‘„‹ƒ–‹‘‘ˆ‘–‹˜‡•‹‹†ǫ


© 2016 APICS 1-329 Version 4.0, 2016 Edition

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Module 1: Supply Chain Design

Š‡–Š‡”–Š‡‡••ƒ‰‡‹•‹–‡†‡†–‘‹ˆ‘”‘”‡†—…ƒ–‡ǡ’‡”•—ƒ†‡‘”
‹•’‹”‡ǡ‹‹–‹ƒ–‡ƒ…–‹‘‘”•‘‡‘–Š‡”‘–‹˜‡ǡƒ‡…Ž‡ƒ”™Šƒ–›‘—ǯ”‡
™‹•Š‹‰–‘…‘˜‡›ˆ”‘–Š‡‘—–•‡–Ǥ‡‘’Ž‡‡‡†–‘‘™‹ƒ†˜ƒ…‡
™Šƒ–›‘—‡š’‡…–ˆ”‘›‘—”…‘—‹…ƒ–‹‘Ǥ

Relating the ”ƒˆ–‹‰ƒ—†‡”•–ƒ†ƒ„Ž‡‡••ƒ‰‡‹˜‘Ž˜‡•–ƒ‹Ž‘”‹‰–Š‡‡••ƒ‰‡–‘
message in ways –Š‡ƒ—†‹‡…‡Ǥ‹–Šƒ…Ž‡ƒ”’‹…–—”‡‘ˆ–Š‡‹–‡†‡†ƒ—†‹‡…‡ǡƒ•›‘—”•‡Žˆ
that are
“—‡•–‹‘••—…Šƒ•
understandable to
the intended i ‘‡•–Š‡ƒ—†‹‡…‡‡‡†„ƒ…‰”‘—†‹ˆ‘”ƒ–‹‘ƒ†ǡ‹ˆ•‘ǡŠ‘™
audience —…Šǫ
i Šƒ–ƒ•’‡…–•‘ˆ–Š‡–‘’‹…ƒ––‡”–‘–Š‡ǫ
i Šƒ–‹ˆ‘”ƒ–‹‘™‘—Ž†„‡†‹•–”ƒ…–‹‰ǡ…‘ˆ—•‹‰ȋ‡Ǥ‰ǤǡŒƒ”‰‘Ȍǡ‘”
‹””‡Ž‡˜ƒ–ǫ
i ”‡–Š‡”‡•’‡…‹ˆ‹…„‡‡ˆ‹–•ˆ‘”ƒ—†‹‡…‡‡„‡”•ǫ
i Š›•Š‘—Ž†–Š‡–‘’‹…„‡‘ˆ‹–‡”‡•––‘–Š‡ƒ—†‹‡…‡ǫ
i ˆ–Š‡‹–‡–‹‘‹•–‘’‡”•—ƒ†‡‘”‹‹–‹ƒ–‡ƒ…–‹‘ǡŠ‘™†‹ˆˆ‹…—Ž–™‹ŽŽ
–Šƒ–„‡ˆ‘”–Š‡‰‹˜‡ƒ—†‹‡…‡ǫ
i ‘™—…Š†‘‡•–Š‡ƒ—†‹‡…‡ƒŽ”‡ƒ†›‘™ƒ„‘—––Š‡–‘’‹…ǫ

‡‡„‡”–Šƒ–†‹ˆˆ‡”‡–ƒ—†‹‡…‡•ƒ›”‡“—‹”‡†‹ˆˆ‡”‡–‹ˆ‘”ƒ–‹‘Ǥ
•›‘—–Š‹ƒ„‘—–™Šƒ––Š‡ƒ—†‹‡…‡‡‡†•–‘‘™ǡ˜ƒ”››‘—”
‡••ƒ‰‡•ƒ……‘”†‹‰Ž›Ǥ ‘”‡šƒ’Ž‡ǡ™Š‡—˜‡‹Ž‹‰ƒ‡™•—’’Ž›…Šƒ‹
’”‘…‡••ǡ•–”ƒ–‡‰‹…ƒ†ˆ‹ƒ…‹ƒŽ‹ˆ‘”ƒ–‹‘™‘—Ž†„‡‘ˆ‹–‡”‡•––‘–Š‡
„‘ƒ”†ƒ†•‡‹‘”ƒƒ‰‡‡–Ǥ–ƒˆˆ‡„‡”•™‘—Ž†‡‡†–‘‘™
™Šƒ––Š‡›‡‡†–‘†‘–‘•—’’‘”–’”‘…‡•••—……‡••Ǥ

Using the Šƒ–‹•–Š‡„‡•–™ƒ›–‘…‘—‹…ƒ–‡–Š‡‡••ƒ‰‡ǫŠ‡•‡Ž‡…–‹‰ƒ
appropriate media ƒ’’”‘’”‹ƒ–‡†‡Ž‹˜‡”›‡–Š‘†ǡ…‘•‹†‡”ˆƒ…–‘”••—…Šƒ•
i Physical constraintsȄ•‹œ‡‘ˆ–Š‡ƒ—†‹‡…‡ǡŠ‘™†‹•’‡”•‡†
ƒ—†‹‡…‡‡„‡”•ƒ”‡ǡ–‹‡œ‘‡•ƒ†–Š‡–‡…Š‘Ž‘‰›ƒ†
”‡•‘—”…‡•ƒ˜ƒ‹Žƒ„Ž‡
i UrgencyȄ™Š‡–Š‡”–Š‡‡••ƒ‰‡‹•”‘—–‹‡‹ˆ‘”ƒ–‹‘ǡ‹’‘”–ƒ–ǡ
…”‹–‹…ƒŽ‘”–‹‡Ǧ•‡•‹–‹˜‡
i CostȄ…‘•–…‘•–”ƒ‹–•ǡ‹ƒ‰‡ƒ†„”ƒ†…‘•‹†‡”ƒ–‹‘•
i Message distributionȄ™Š‘‡‡†•–‘”‡…‡‹˜‡–Š‡‹ˆ‘”ƒ–‹‘Ǣ–Š‡
—„‡”ƒ†ƒ‡—’‘ˆ–Š‡”‡…‡‹˜‡”•
i Security/privacy/sensitivity considerationsȄƒ›Ž‡‰ƒŽǡ”‹•ǡ
’”‘ˆ‡••‹‘ƒŽǡ’”‘’”‹‡–ƒ”›ƒ•’‡…–•
i PreferenceȄˆ‘”‡šƒ’Ž‡ǡƒ–‡Ž‡’Š‘‡…ƒŽŽ‹Ž‹‡—‘ˆƒ‡Ǧƒ‹Ž‘”
˜‹…‡˜‡”•ƒ
i Need for retention/retrievalȄ™Š‡–Š‡”–Š‡‹ˆ‘”ƒ–‹‘•Š‘—Ž†„‡
”‡–ƒ‹‡†ƒ†ˆ‘”Š‘™Ž‘‰’Ž—•–Š‡‡–Š‘†•ˆ‘”•–‘”‹‰ǡƒ‹–ƒ‹‹‰ǡ
—’†ƒ–‹‰ǡ”‡–”‹‡˜‹‰ƒ††‹•’‘•‹‰‘ˆ–Š‡‹ˆ‘”ƒ–‹‘Ǥ

© 2016 APICS 1-330 Version 4.0, 2016 Edition

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 Section B: Design the Supply Chain

‡…ƒŽŽŠ‘™ƒ›–‹‡•›‘—Šƒ˜‡”‡…‡‹˜‡†ƒ‡Ǧƒ‹Ž„Žƒ•–ȋ‹””‡Ž‡˜ƒ––‘
›‘—Ȍ–Šƒ–™ƒ••‡––‘–Š‡‡–‹”‡‘”‰ƒ‹œƒ–‹‘™‹–Š–Š‡Š‘’‡–Šƒ––Š‡
‹–‡†‡†ƒ—†‹‡…‡™‹ŽŽ‘–‹…‡‹–ǫ‹ƒ’’”‘’”‹ƒ–‡‡†‹ƒ…Š‘‹…‡…ƒ
†‹Ž—–‡–Š‡‡••ƒ‰‡‹–‡–ǡŽ‡ƒ†–‘‹†‹ˆˆ‡”‡…‡ƒ†…‘ˆ—•‹‘‘”…”‡ƒ–‡
ƒ›‘–Š‡”’”‘„Ž‡•Ǥ
”‡ƒ–‡†‹ƒ…Š‘‹…‡•ǡ‘–Š‡‘–Š‡”Šƒ†ǡ…ƒ‰”ƒ„
’‡‘’Ž‡ǯ•ƒ––‡–‹‘ǡ•’—”…”‡ƒ–‹˜‹–›ǡƒ†‡…‘—”ƒ‰‡Š‡ƒŽ–Š›…‘˜‡”•ƒ–‹‘Ǥ
‘”‡šƒ’Ž‡ǡ–Š‹•‹‰Š–‹…Ž—†‡’—––‹‰ˆ‹Ž‡•‘—–‘ƒƒ’’Ž‹…ƒ–‹‘Ž‹‡
Šƒ”‡‘‹––‘…”‡ƒ–‡ƒ…‘‘”‡’‘•‹–‘”›ˆ‘”–‡ƒ†‘…—‡–•‘”—•‹‰
•‘…‹ƒŽ‡†‹ƒ•—…Šƒ•‹‡†–‘Šƒ˜‡Žƒ”‰‡‡š–‡†‡†–‡ƒ••Šƒ”‡–Š‡‹”
ƒ˜ƒ‹Žƒ„‹Ž‹–›ˆ‘”’”‘Œ‡…–™‘”Ǥ

Ensure –‡†‡†ƒ—†‹‡…‡”‡…‡‹˜‡”••Š‘—Ž†‘–„‡–Š‘—‰Š–‘ˆƒ•’ƒ••‹˜‡
understanding/ ƒ„•‘”„‡”•‘ˆ‡••ƒ‰‡•Ǥ ‡‡†„ƒ…‹•‡••‡–‹ƒŽ‹…‘—‹…ƒ–‹‘•‘›‘—
gather ‘™™Š‡–Š‡”–Š‡”‡…‹’‹‡–Šƒ•—†‡”•–‘‘†–Š‡‡••ƒ‰‡‹–Š‡•ƒ‡
feedback –‡”•›‘—‹–‡†‡†ƒ†™Š‡–Š‡”Š‡‘”•Š‡ƒ‰”‡‡•™‹–Š–Š‡‡••ƒ‰‡Ǥ

Š‡…™‹–Š–Š‡‡„‡”•‘ˆ›‘—”ƒ—†‹‡…‡Ǥˆƒ…‡Ǧ–‘Ǧˆƒ…‡
…‘—‹…ƒ–‹‘ǡ–Š‡‘’’‘”–—‹–›–‘‘„•‡”˜‡‘˜‡”„ƒŽ…—‡•‘”ƒ•ƒ†
ƒ•™‡”“—‡•–‹‘•Š‡Ž’•–‘ƒ••‡••‹ˆ–Š‡‹–‡†‡†‡ƒ‹‰‡“—ƒŽ•–Š‡
’‡”…‡‹˜‡†‡ƒ‹‰Ǥˆ‘–ƒˆƒ…‡Ǧ–‘Ǧˆƒ…‡…‘—‹…ƒ–‹‘ǡˆ‘ŽŽ‘™Ǧ—’
“—‡”‹‡•ƒ†ˆ‡‡†„ƒ…”‡…‡‹˜‡†…ƒŠ‡Ž’–‘†‡–‡”‹‡‹ˆ–Š‡
…‘—‹…ƒ–‹‘™ƒ•…Ž‡ƒ”ƒ†—•‡ˆ—Ž–‘–Š‡ƒ—†‹‡…‡Ǥ

‡‡†„ƒ…‹•›‘—”ƒ—†‹‡…‡ǯ•”‡•’‘•‡Ǣ‹–‡ƒ„Ž‡•›‘—–‘‡˜ƒŽ—ƒ–‡–Š‡
‡ˆˆ‡…–‹˜‡‡••‘ˆ›‘—”‡••ƒ‰‡ƒ†™Š‡–Š‡”›‘—ƒ…Š‹‡˜‡†›‘—”’—”’‘•‡Ǥ
ˆ›‘—”ƒ—†‹‡…‡†‘‡•ǯ–—†‡”•–ƒ†™Šƒ–›‘—‡ƒǡ›‘—…ƒ”‡ˆ‹‡–Š‡
‡••ƒ‰‡ƒ……‘”†‹‰Ž›Ǥ›‘’’‘”–—‹–›–‘‰ƒ”‡”ˆ‡‡†„ƒ…‹•‹’‘”–ƒ–
‹‹…”‡ƒ•‹‰…‘—‹…ƒ–‹‘‡ˆˆ‡…–‹˜‡‡••Ǥ

‘‘–‡‰Ž‡…––‘…‘•‹†‡”Ž‡••‘•Ž‡ƒ”‡†–Š”‘—‰Šˆ‡‡†„ƒ…Ǥ‘
‹’”‘˜‡‘”•—•–ƒ‹‡ˆˆ‡…–‹˜‡…‘—‹…ƒ–‹‘ǡ…‘•‹†‡”™Šƒ–›‘—™‹ŽŽ†‘
†‹ˆˆ‡”‡–Ž›–Š‡‡š––‹‡Ǥ ƒ‹Ž—”‡–‘†‘•‘ƒ›…‘’”‘‹•‡›‘—”
…”‡†‹„‹Ž‹–›ƒ†–Š‡’‘–‡–‹ƒŽ‘ˆ”‡…‡‹˜‹‰…”‹–‹…ƒŽˆ‡‡†„ƒ…‹–Š‡ˆ—–—”‡Ǥ
•—…Šƒ•ˆ‡ƒ•‹„Ž‡ǡ›‘—•Š‘—Ž†ƒ…–‘ˆ‡‡†„ƒ…Ǥ‡‰”ƒ–‡ˆ—Žˆ‘”–Š‡
‘’’‘”–—‹–›–‘†‘•‘Ǥ

Close the loop Š‡ˆ‹ƒŽ•–‡’‹ƒ›…‘—‹…ƒ–‹‘•’Žƒ‹•–‘‡•—”‡…‘—‹…ƒ–‹‘•
ƒ”‡…‘–‹—ƒŽŽ›‘‹–‘”‡†ˆ‘”…‘’Ž‡–‡‡••ǡƒ……—”ƒ…›ǡƒ†–‘‡Ǥ–‹•
ƒŽ•‘‹’‘”–ƒ––‘‘‹–‘”–Š‡”‡Ž‡ƒ•‡ƒ†–‹‹‰‘ˆ‡••ƒ‰‡•Ȅ–Š‹•
ƒ›‡˜‡‹…Ž—†‡‹˜‘Ž˜‹‰–Š‡Ž‡‰ƒŽ†‡’ƒ”–‡–ˆ‘”ƒ›‡••ƒ‰‡•
‹–‡†‡†ˆ‘”…‘•—’–‹‘„›–Š‡‰‡‡”ƒŽ’—„Ž‹…Ǥ


© 2016 APICS 1-331 Version 4.0, 2016 Edition

All rights reserved Printed on 100% post-consumer waste recycled paper.
Module 1: Supply Chain Design

‘–”‘ŽŽ‹‰…‘—‹…ƒ–‹‘•‹•‹–•‡Žˆƒˆ‡‡†„ƒ…Ž‘‘’Ǥ‘—‹…ƒ–‹‘•
‹’”‘˜‡‡–•‘”‡””‘”…‘””‡…–‹‘•ƒ›„‡ˆ‡†„ƒ…‹–‘ƒ‡™‹–‡”ƒ–‹‘
‘ˆ…‘—‹…ƒ–‹‘•’Žƒ‹‰ƒ†ƒƒ‰‡‡–Ǥ

Topic 2: Project Management Considerations
—’’Ž›…Šƒ‹ƒƒ‰‡”•ǯ’”‘Œ‡…–”‘Ž‡•‹˜‘Ž˜‡’Žƒ‹‰ǡ‘”‰ƒ‹œ‹‰ǡ
†‡Ž‡‰ƒ–‹‰ǡƒ†‘‹–‘”‹‰ƒ†…‘–”‘ŽŽ‹‰’”‘Œ‡…–•ǤŠ‡‘˜‡”ƒ”…Š‹‰
‰‘ƒŽ‹•–‘‡•—”‡–Šƒ––Š‡‹–‡”‡•–•‘ˆ–Š‡‘”‰ƒ‹œƒ–‹‘ƒ†‹–•…—•–‘‡”•
ƒ”‡”‡’”‡•‡–‡†–Š”‘—‰Š‘—––Š‡’”‘Œ‡…–Ž‹ˆ‡…›…Ž‡Ǥ‘™‡˜‡”ǡƒ•—’’Ž›
…Šƒ‹ƒƒ‰‡”ǯ•”‘Ž‡ƒ›˜ƒ”›†‡’‡†‹‰‘–Š‡•’‡…‹ˆ‹…•‘ˆ–Š‡’”‘Œ‡…–
ƒ†Š‹•‘”Š‡”…ƒ’ƒ„‹Ž‹–‹‡•ƒ†ƒ˜ƒ‹Žƒ„‹Ž‹–›Ǥ

‘‘”‘Ž‡•‹…Ž—†‡
i ‡‹‰–Š‡’”‘Œ‡…–ƒƒ‰‡”
i ‡Ž‡‰ƒ–‹‰™‘”–‘ƒ’”‘Œ‡…–ƒƒ‰‡”ƒ†„‡‹‰ƒ……‘—–ƒ„Ž‡ˆ‘”
”‡•—Ž–•
i ‡‹‰ƒ–‡ƒ‡„‡”‘–Š‡’”‘Œ‡…–ȋ‡Ǥ‰Ǥǡƒ†‹ˆˆ‡”‡–„—•‹‡••—‹–ǯ•
’”‘Œ‡…–‘”ƒ’”‘Œ‡…–ˆ‘”–Š‡‡–‹”‡‘”‰ƒ‹œƒ–‹‘ȌǤ

Š‹••—ƒ”›…‘–ƒ‹•‹ˆ‘”ƒ–‹‘‘™Šƒ–ƒ‡•ƒ‰‘‘†’”‘Œ‡…–
ƒƒ‰‡”ƒ†Š‘™•—’’Ž›…Šƒ‹ƒƒ‰‡”•†‡–‡”‹‡–Š‡‹”‘’–‹ƒŽ”‘Ž‡
‘ƒ‰‹˜‡’”‘Œ‡…–Ǥ

Š‡ƒ„‹Ž‹–›‘ˆ–Š‡•—’’Ž›…Šƒ‹ƒƒ‰‡”–‘ƒ……—”ƒ–‡Ž›‡•–‹ƒ–‡’”‘Œ‡…–
•…Š‡†—Ž‡ƒ†…‘•–•ǡ†‡˜‡Ž‘’ƒˆ‡ƒ•‹„Ž‡ƒ†’”‘’‡”Ž›‘”‰ƒ‹œ‡†’”‘Œ‡…–
•…Š‡†—Ž‡ƒ†„—†‰‡–ǡƒ†‡‡’ƒ’”‘Œ‡…–‘•…Š‡†—Ž‡ƒ†‘„—†‰‡–
•–”‘‰Ž›ƒˆˆ‡…––Š‡•—’’Ž›…Šƒ‹ƒƒ‰‡”ǯ•…”‡†‹„‹Ž‹–›™‹–Š•‡‹‘”
‡š‡…—–‹˜‡•‘”…Ž‹‡–•ƒ†Š‹•‘”Š‡”ƒ„‹Ž‹–›–‘‰‡–ˆ—†‹‰ˆ‘”ˆ—–—”‡
’”‘Œ‡…–•Ǥ•—’’Ž›…Šƒ‹ƒƒ‰‡”ƒ›„‡ƒ•‹ŽŽ‡†’”‘Œ‡…–ƒƒ‰‡”‘”
…ƒƒ…“—‹”‡ƒ•‹ŽŽ‡†’”‘Œ‡…–ƒƒ‰‡”ˆ‘”ƒ’”‘Œ‡…–Ǥ–ƒˆˆ‹‰–Š‹•”‘Ž‡
™‹–Šƒ•‹ŽŽ‡†’”‘ˆ‡••‹‘ƒŽ™‹ŽŽ‰”‡ƒ–Ž›‹’”‘˜‡–Š‡…Šƒ…‡•‘ˆ
ƒ……‘’Ž‹•Š‹‰ƒŽŽ’”‘Œ‡…–‘„Œ‡…–‹˜‡•Ǥ

What are Š‡APICS DictionaryǡͳͶ–Š‡†‹–‹‘ǡ†‡ˆ‹‹–‹‘‘ˆƒproject‹•ǣ
projects?
‡†‡ƒ˜‘”™‹–Šƒ•’‡…‹ˆ‹…‘„Œ‡…–‹˜‡–‘„‡‡–™‹–Š‹’”‡†‡–‡”‹‡†
–‹‡ƒ††‘ŽŽƒ”Ž‹‹–ƒ–‹‘•ƒ†–Šƒ–Šƒ•„‡‡ƒ••‹‰‡†ˆ‘”†‡ˆ‹‹–‹‘‘ˆ
‡š‡…—–‹‘Ǥ

Š‡”‘Œ‡…–ƒƒ‰‡‡–•–‹–—–‡ȋ̺Ȍ†‡ˆ‹‡•’”‘Œ‡…–•ƒ•Dz–‡’‘”ƒ”›
‡†‡ƒ˜‘”•—†‡”–ƒ‡–‘…”‡ƒ–‡ƒ—‹“—‡’”‘†—…–ǡ•‡”˜‹…‡ǡ‘””‡•—Ž–Ǥdz‘–‡
–Šƒ–’”‘Œ‡…–†‡Ž‹˜‡”ƒ„Ž‡•…ƒ„‡–ƒ‰‹„Ž‡ȋ’”‘†—…–Ȍ‘”‹–ƒ‰‹„Ž‡ȋ•‡”˜‹…‡‘”
”‡•—Ž–ȌǤ

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 Section B: Design the Supply Chain

Š‡–™‘‘•–‹’‘”–ƒ–™‘”†•‹–Š‹•†‡ˆ‹‹–‹‘‘ˆƒ’”‘Œ‡…–ƒ”‡—‹“—‡
ƒ†–‡’‘”ƒ”›Ǥ

i Temporary.ŽŽ’”‘Œ‡…–•Šƒ˜‡ƒ•–ƒ”–ƒ†ƒ‡†ƒ†ƒ”‡‡˜‡”
‘‰‘‹‰ǤŠ‡•–ƒ”–‹•™Š‡ƒ’”‘Œ‡…–…Šƒ”–‡”‹•†‡˜‡Ž‘’‡†ƒ†
ƒ’’”‘˜‡†Ǣ–Š‡‡†ƒ›„‡ƒ…Š‹‡˜‡‡–‘ˆ‘„Œ‡…–‹˜‡•ƒ†Šƒ†‘ˆˆ‘ˆ
†‡Ž‹˜‡”ƒ„Ž‡•‘”’”‘Œ‡…––‡”‹ƒ–‹‘ȋ‡Ǥ‰Ǥǡ–Š‡•’‘•‘””—•‘—–‘ˆˆ—†•ǡ
–Š‡‘„Œ‡…–‹˜‡•…ƒ‘–‘”™‹ŽŽ‘–„‡‡–ȌǤ’”‘Œ‡…–…‘—Ž†–ƒ‡›‡ƒ”•–‘
ˆ‹‹•Šƒ†‹–•†‡Ž‹˜‡”ƒ„Ž‡•‘”•‘…‹‡–ƒŽ‹’ƒ…–…‘—Ž†Žƒ•–‹†‡ˆ‹‹–‡Ž›ǡ
•—…Šƒ•–Š‡’›”ƒ‹†•ǡ„—––Š‡’”‘Œ‡…–‹–•‡Žˆ‹••–‹ŽŽ–‡’‘”ƒ”›Ǥ

i Unique.Š‡’”‘†—…–•ǡ•‡”˜‹…‡•ǡ‘””‡•—Ž–•†‹ˆˆ‡”‹‘‡‘”‘”‡™ƒ›•
ˆ”‘–Š‡‘”‰ƒ‹œƒ–‹‘ǯ•’”‹‘”™‘”Ǥƒ”–•‘ˆ†‡Ž‹˜‡”ƒ„Ž‡•…‘—Ž†„‡
•‹‹Žƒ”ǡ„—––Š‡”‡ƒ‹‹‰†‹ˆˆ‡”‡…‡•ƒ‡–Š‡—‹“—‡Ǥ ‘”‡šƒ’Ž‡ǡ
‡˜‡‹ˆ–Š‡•ƒ‡ƒ”…Š‹–‡…–—”ƒŽ†‡•‹‰‹•—•‡†ˆ‘”ƒ™ƒ”‡Š‘—•‡ǡ‹–‹••–‹ŽŽ
…‘•–”—…–‡†‘ƒ†‹ˆˆ‡”‡–’Ž‘–‘ˆŽƒ†ƒ†ƒ›„‡„—‹Ž–„›†‹ˆˆ‡”‡–
…‘–”ƒ…–‘”•Ǥ

Projects vs. ’‡”ƒ–‹‘•ƒ†’”‘Œ‡…–•ƒ”‡†‹ˆˆ‡”‡–ǡƒ†‹–‹•‹’‘”–ƒ––‘†‹•–‹‰—‹•Š
operations „‡–™‡‡–Š‡Ǥ’‡”ƒ–‹‘•ƒ”‡”‡’‡–‹–‹˜‡ƒ†‘‰‘‹‰’”‘…‡••‡•‘ˆƒ
‘”‰ƒ‹œƒ–‹‘™Š‹…Šƒ”‡—•‡†–‘’”‘†—…‡•ƒŽ‡ƒ„Ž‡’”‘†—…–•‘”•‡”˜‹…‡•Ǥ
’‡”ƒ–‹‘•ǡŽ‹‡’”‘Œ‡…–•ǡ”‡“—‹”‡’Žƒ‹‰ǡ‡š‡…—–‹‘ǡƒ†…‘–”‘Ž–‘
ƒƒ‰‡…‘•–”ƒ‹–•‘’‡‘’Ž‡ƒ†”‡•‘—”…‡•Ǥ‘™‡˜‡”ǡ—Ž‹‡’”‘Œ‡…–•ǡ
‘’‡”ƒ–‹‘•ƒ”‡‡‹–Š‡”–‡’‘”ƒ”›‘”†‘–Š‡›’”‘†—…‡—‹“—‡†‡Ž‹˜‡”ƒ„Ž‡•Ǥ

Exhibit 1-63: Projects versus Operations
Distinguisher Operations Projects
Duration x Ongoing, indefinite, x Always temporary, but varies
repetitive
Deliverables x Standardized x Unique
x Make-to-stock, make-to- x Makes a finished deliverable
order, assemble-to-order or component(s), e.g.,
x Formalized, repeated engineer-to-order
process results (e.g., regular x Improves an existing product,
reports) service, or result
x E.g., Review monthly vendor x Builds service capability, e.g.,
scorecard reports and take establish criteria for vendor
action on poor performing scorecards including
vendors; send quarterly necessary report templates
scorecards to vendors
Human x Permanent positions x Temporary teams
resources x May be cross-functional
x Aligned to departments in
organizational structure

Manager Functional manager Project manager



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Module 1: Supply Chain Design

Project attributes ŽŽ’”‘Œ‡…–••Šƒ”‡…‡”–ƒ‹…Šƒ”ƒ…–‡”‹•–‹…•ǤŠ‡›

i ƒ˜‡ƒ†‡ˆ‹‹–‡„‡‰‹‹‰ƒ†‡†
i ”‡ƒ–‡ƒ—‹“—‡’”‘†—…–ǡ•‡”˜‹…‡ǡ‘””‡•—Ž–
i ƒ›„‡’”‘‰”‡••‹˜‡Ž›‡Žƒ„‘”ƒ–‡†ȋƒ’Žƒˆ”ƒ‡™‘”‹•‡Žƒ„‘”ƒ–‡†
—’‘ƒ•ƒ††‹–‹‘ƒŽ‹ˆ‘”ƒ–‹‘„‡…‘‡•‘™Ȍ
i ”‡„ƒ•‡†‘ƒ†’‡”Šƒ’•…‘–ƒ‹•‘‡ƒ••—’–‹‘•
i ”‡’Žƒ‡†ƒ†‡š‡…—–‡†‰‹˜‡…‡”–ƒ‹…‘•–”ƒ‹–•
i ƒ›„‡‹ˆŽ—‡…‡††—”‹‰–Š‡’”‘Œ‡…–„›‹–‡”ƒŽƒ†Ȁ‘”‡š–‡”ƒŽ
‡˜‹”‘‡–ƒŽˆƒ…–‘”•
i ƒ‡—•‡‘ˆ‡š‹•–‹‰‹–‡”ƒŽƒ••‡–•ƒ†’”‘Œ‡…–†‘…—‡–•Ǥ

What is project Š‡APICS DictionaryǡͳͶ–Š‡†‹–‹‘ǡ†‡ˆ‹‹–‹‘‘ˆproject management
management? ˆ‘ŽŽ‘™•ǣ

Š‡—•‡‘ˆ•‹ŽŽ•ƒ†‘™Ž‡†‰‡‹…‘‘”†‹ƒ–‹‰–Š‡‘”‰ƒ‹œ‹‰ǡ’Žƒ‹‰ǡ
•…Š‡†—Ž‹‰ǡ†‹”‡…–‹‰ǡ…‘–”‘ŽŽ‹‰ǡ‘‹–‘”‹‰ǡƒ†‡˜ƒŽ—ƒ–‹‰‘ˆ
’”‡•…”‹„‡†ƒ…–‹˜‹–‹‡•–‘‡•—”‡–Šƒ––Š‡•–ƒ–‡†‘„Œ‡…–‹˜‡•‘ˆƒ’”‘Œ‡…–ǡ
ƒ—ˆƒ…–—”‡†‰‘‘†ǡ‘”•‡”˜‹…‡ƒ”‡ƒ…Š‹‡˜‡†Ǥ

”‘Œ‡…–ƒƒ‰‡‡–…ƒƒŽ•‘„‡–Š‘—‰Š–‘ˆƒ•ƒ‘”‰ƒ‹œ‡†’”‘…‡••ˆ‘”
‹…”‡ƒ•‹‰–Š‡…Šƒ…‡•‘ˆ’”‘Œ‡…–•—……‡••ǤŠ‹•’”‘…‡••‰‡‡”ƒŽŽ›Šƒ•–Š‡
ˆ‘ŽŽ‘™‹‰…‘’‘‡–•ǣ
i Objectives.”‘Œ‡…–ƒƒ‰‡‡–Šƒ•ƒ•‡–‘ˆ”‡•—Ž–•–‘ƒ…Š‹‡˜‡
†‡ˆ‹‡†„›‹–••…‘’‡ƒ†‹–•…‘•–”ƒ‹–•‘…‘•–ǡ–‹‡ƒ†“—ƒŽ‹–›Ǥ
i Management processes.”‘Œ‡…–ƒƒ‰‡‡–ˆ‘ŽŽ‘™•
’”‡†‡–‡”‹‡†’”‘…‡••‡••—…Šƒ••…Š‡†—Ž‹‰‘”„—†‰‡–‹‰ƒ†ˆ‘ŽŽ‘™•
ƒ’”‘Œ‡…–…›…Ž‡–Šƒ–‡…‘’ƒ••‡•‘”‰ƒ‹œ‹‰ǡ’Žƒ‹‰ǡ‡š‡…—–‹‰ǡƒ†
…‘–”‘ŽŽ‹‰Ǥ
i Levels.”‘Œ‡…–ƒƒ‰‡‡–‹…‘”’‘”ƒ–‡•„‘–Š•–”ƒ–‡‰‹…ƒ†–ƒ…–‹…ƒŽ
’Žƒ‹‰Ž‡˜‡Ž•Ǥ

”‰ƒ‹œƒ–‹‘•…ƒƒ…Š‹‡˜‡ƒ††‹–‹‘ƒŽ„‡‡ˆ‹–•ˆ”‘’”‘Œ‡…–ƒƒ‰‡‡–ǡ
‹…Ž—†‹‰
i …‘—”ƒ‰‹‰‹‘˜ƒ–‹‘ƒ†…”‡ƒ–‹˜‹–›˜‹ƒ…”‘••Ǧˆ—…–‹‘ƒŽ–‡ƒ•ƒ†
…—Ž–‹˜ƒ–‹‰…‘ŽŽ‡…–‹˜‡‘”‰ƒ‹œƒ–‹‘ƒŽ™‹•†‘ȋ…ƒŽŽ‡†DzŽ‡••‘•Ž‡ƒ”‡†dzȌ
i ‡˜‡”ƒ‰‹‰‡š‹•–‹‰ƒ†‡š–‡”ƒŽ”‡•‘—”…‡•™‹•‡Ž›–‘†‘‘”‡™‹–Š
ˆ‡™‡””‡•‘—”…‡•
i ˆˆ‹…‹‡–Ž›•‡…—”‹‰‘”‡‹ˆ‘”ƒ–‹˜‡†ƒ–ƒ”‡‰ƒ”†‹‰’”‘Œ‡…–•ǡ
ƒŽŽ‘™‹‰ƒƒ‰‡‡––‘–‡”‹ƒ–‡’”‘Œ‡…–•–Šƒ–™‘—Ž†‘–Š‡”™‹•‡ˆƒ‹Ž
–‘‹’Ž‡‡–•–”ƒ–‡‰›‘”‡‰ƒ–‹˜‡Ž›‹’ƒ…–„—•‹‡••˜ƒŽ—‡
i ‘‡‘”‰ƒ‹œƒ–‹‘•—•‡ƒȋ’”‘Œ‡…–ƒƒ‰‡‡–‘ˆˆ‹…‡Ȍ–‘‡•—”‡
’”‘Œ‡…–„‡•–’”ƒ…–‹…‡•ƒ†•–ƒ†ƒ”†•Ǥ”‘Œ‡…–ƒƒ‰‡”•…ƒ–Š‡”‡ƒ…Š
‘—––‘–Š‡ˆ‘”•—’’‘”–Ǥ

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 Section B: Design the Supply Chain

Avoiding common ‹’Ž›…Žƒ‹‹‰–‘—•‡’”‘Œ‡…–ƒƒ‰‡‡–‹•‘––Š‡•ƒ‡ƒ•’”‘’‡”Ž›

pitfalls ƒƒ‰‹‰ƒ’”‘Œ‡…–Ǥ”‰ƒ‹œƒ–‹‘•‡‡†–‘ˆ—ŽŽ›…‘‹––‘ƒ”‹‰‘”‘—•
’”‘…‡••ǡ‰‡–•—’’‘”–‘ˆ–‘’ƒƒ‰‡‡–ǡ–”ƒ‹–Š‡‹”’”‘Œ‡…–ƒƒ‰‡”•
ƒ†–‡ƒ•ǡƒ†—•‡…Šƒ‰‡ƒƒ‰‡‡––‘‹•–‹ŽŽ„‡•–’”ƒ…–‹…‡•‹–‘–Š‡
‘”‰ƒ‹œƒ–‹‘ǯ•…—Ž–—”‡Ǥ‡”‡ƒ”‡•‘‡…‘‘…ƒ—•‡•™Š›ƒŽƒ”‰‡
—„‡”‘ˆ’”‘Œ‡…–•ˆƒ‹Žǣ
i —†‰‡–‘”•…Š‡†—Ž‡ȋ‘”‘–Š‡”‹’‘”–ƒ–…‘•–”ƒ‹–Ȍ‹••‹‰‹ˆ‹…ƒ–Ž›
‹••‡†Ǥ
i ”‘Œ‡…–”‡•—Ž–•ƒ”‡‹‡ˆˆ‡…–‹˜‡ȋ‡Ǥ‰Ǥǡ—ƒ……‡’–ƒ„Ž‡†‡Ž‹˜‡”ƒ„Ž‡•ȌǤ
i ‡Ž‹˜‡”ƒ„Ž‡•Šƒ˜‡‘˜ƒŽ‹†’—”’‘•‡ȋ‡Ǥ‰Ǥǡ–Š‡’”‘Œ‡…–—•‡†”‡•‘—”…‡•
™‹–Š‘—–ƒ††‹‰–‘„—•‹‡••˜ƒŽ—‡ȌǤ
i ”‘Œ‡…–•’‘•‘”•‘”ƒƒ‰‡”•ƒŽŽ‘™•…‘’‡…”‡‡’ǡ–Š‡—…‘–”‘ŽŽ‡†
‡š’ƒ•‹‘‘ˆ’”‘Œ‡…–•…‘’‡ȋ‡Ǥ‰Ǥǡƒ›’”‘Œ‡…–•ˆƒ‹Ž™Š‡–Š‡
•…‘’‡…‘–‹—‡•–‘‡š’ƒ†™‹–Š‘—–ƒŽŽ‘…ƒ–‹‘‘ˆƒ††‹–‹‘ƒŽ–‹‡‘”
ˆ—†•ǤȌ

šŠ‹„‹–ͳǦ͸Ͷ•Š‘™••‘‡…‘‘’‹–ˆƒŽŽ•ƒŽ‘‰•‹†‡•‘‡…‘””‡•Ǧ
’‘†‹‰„‡•–’”ƒ…–‹…‡•†‡•…”‹„‡†‹–Š‡A Guide to the Project Manage-
ment Body of Knowledge (PMBOK® Guide)Ȅ ‹ˆ–Š†‹–‹‘ǡ”‘Œ‡…–
ƒƒ‰‡‡–•–‹–—–‡ǡ…ǤǡʹͲͳ͵Ǥ
Exhibit 1-64: Pitfalls and Best Practices
Common Pitfalls
Harangue and coerce.
Micromanage team members.
Treat personnel changes as
emergencies due to unclear roles and
responsibilities.
Guess at variances until too late.
Fail to set plan baselines (e.g.,
schedule, budget)
Hold meetings to gather percent
complete estimates (guesses).
Allow change and have unrealistic
optimism about any consequences.
Produce static documentation and never
use it because it is out of date.
Fail to send out new plan versions
(everyone using different versions).


© 2016 APICS
All rights reserved
Project Management Best Practices
Lead and coach.
Clearly delegate responsibility.
Assign activities to specific functional
responsibilities for clear personnel
transitions.
Control and account for resources.
Routinely measure against the plan.
Hold meetings to discuss substantive
issues and risks.
Control change and analyze tradeoffs
between constraints.
Keep live documentation updated.
Ensure everyone is using the current
plan (configuration management).
1-335 Version 4.0, 2016 Edition
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Module 1: Supply Chain Design

The role of the Š‡’”‘Œ‡…–ƒƒ‰‡”‰‡–•…‘•‡•—•‘’”‘Œ‡…–‘„Œ‡…–‹˜‡•Ǣƒ…Š‹‡˜‡•

project manager –Š‡•‡‘„Œ‡…–‹˜‡•Ǣƒ…“—‹”‡•ǡƒƒ‰‡•ƒ†Ž‡ƒ†–Š‡’”‘Œ‡…––‡ƒǢƒ†
‹–‡‰”ƒ–‡•‘”…‘‘”†‹ƒ–‡•–Š‡’”‘Œ‡…–ƒƒ‰‡‡–’”‘…‡••Ǥˆ—…–‹‘ƒŽ
ƒƒ‰‡”ǡ‘–Š‡‘–Š‡”Šƒ†ǡ‹•”‡•’‘•‹„Ž‡ˆ‘”ƒ•’‡…‹ˆ‹…‘”‰ƒ‹œƒ–‹‘ƒŽ
—‹–™‹–Š•‹‹Žƒ”’”‘…‡••‡•Ȅ•—…Šƒ•ǡƒ”‡–‹‰ƒ†•ƒŽ‡•ǡ
ƒ……‘—–‹‰ǡŠ—ƒ”‡•‘—”…‡•ǡ‘”ƒ—ˆƒ…–—”‹‰Ǥ

‘ˆ—Žˆ‹ŽŽ–Š‹•”‘Ž‡•—……‡••ˆ—ŽŽ›ǡ–Š‡’”‘Œ‡…–ƒƒ‰‡”•Š‘—Ž†’‘••‡••
…‡”–ƒ‹“—ƒŽ‹–‹‡•Ǥ

‹”•–ǡ–Š‡’”‘Œ‡…–ƒƒ‰‡””‘Ž‡‡‡†•ƒƒ‰‡‡–ƒ—–Š‘”‹–›ǡ•—…Šƒ•–Š‡
ƒ„‹Ž‹–›–‘ƒ‡’—”…Šƒ•‡•™‹–Š‹…‡”–ƒ‹…‘•–”ƒ‹–•ƒ†–Š‡ƒ„‹Ž‹–›–‘
Š‹”‡ǡ†‹•…‹’Ž‹‡ƒ†”‡‘˜‡‘”–‡”‹ƒ–‡‡’Ž‘›‡‡•‘”…‘–”ƒ…–‘”•™Š‘
†‹”‡…–Ž›”‡’‘”––‘–Š‡’”‘Œ‡…–ƒƒ‰‡”Ǥ

‡…‘†ǡ–Š‡’”‘Œ‡…–ƒƒ‰‡””‘Ž‡”‡“—‹”‡•–Šƒ––Š‡•—’’Ž›…Šƒ‹ƒƒ‰‡”
‘”…ƒ†‹†ƒ–‡Šƒ˜‡„‘–Š–Š‡‘”‡–‹…ƒŽ‘™Ž‡†‰‡ƒ†ˆ‹‡Ž†‡š’‡”‹‡…‡ǤŠ‹•
‘™Ž‡†‰‡ƒ†‡š’‡”‹‡…‡‡‡†•–‘„‡‹–™‘ƒ”‡ƒ•ǣ–‡…Š‹…ƒŽ’”‘Œ‡…–
ƒ•’‡…–•ƒ†’”‘Œ‡…–ƒƒ‰‡‡–’”‘…‡••‡•ƒ†–‡…Š‹“—‡•Ǥ

—’’Ž›…Šƒ‹ƒƒ‰‡”•…ƒ•‡ŽˆǦƒ••‡••–Š‡‹”‘™•‹ŽŽ•™Š‡†‡…‹†‹‰
™Š‡–Š‡”–Š‡›™‘—Ž†ƒ‡ƒ‰‘‘†’”‘Œ‡…–ƒƒ‰‡”ˆ‘”ƒ‰‹˜‡’”‘Œ‡…–Ǥˆ
•—’’Ž›…Šƒ‹ƒƒ‰‡”•ƒ”‡”‡•’‘•‹„Ž‡ˆ‘”‹–‡”ƒŽŽ›•–ƒˆˆ‹‰ǡŠ‹”‹‰‘”
…‘–”ƒ…–‹‰‘—––Š‡’”‘Œ‡…–ƒƒ‰‡””‘Ž‡ǡ–Š‡›”‡˜‹‡™ƒ†…—•–‘‹œ‡–Š‡‹”
‘”‰ƒ‹œƒ–‹‘ǯ•’”‘Œ‡…–ƒƒ‰‡”Œ‘„†‡•…”‹’–‹‘–‘”‡ˆŽ‡…––Š‡•’‡…‹ˆ‹…
’”‘Œ‡…–™‘”–‘„‡†‘‡Ǥ‡‹–Š‡”…ƒ•‡ǡ–Š‡”‘Ž‡‘ˆ’”‘Œ‡…–ƒƒ‰‡”•Š‘—Ž†
Šƒ˜‡•–”‡‰–Š•‹–Š‡ˆ‘ŽŽ‘™‹‰ƒ”‡ƒ•Ǥ

i Leadership and influence.Š‡’”‘Œ‡…–ƒƒ‰‡””‘Ž‡”‡“—‹”‡•
†‡˜‡Ž‘’‡–‘ˆŽ‡ƒ†‡”•Š‹’ƒ†‹ˆŽ—‡…‡–‘…”‡ƒ–‡ƒ–‡ƒǤ”‘Œ‡…–
ƒƒ‰‡”•ƒ……‡’–ƒ……‘—–ƒ„‹Ž‹–›ˆ‘”–Š‡’”‘Œ‡…–ƒ†‹–•‹••‹‘Ǥ”‘Œ‡…–
ƒƒ‰‡”•ƒ†ƒ’––Š‡‹”Ž‡ƒ†‡”•Š‹’•–›Ž‡–‘–Š‡•‹–—ƒ–‹‘ƒ†ƒ—†‹‡…‡ǡ
ˆ”‘ƒ••‡”–‹‰ǡ–‘Ž‹•–‡‹‰ǡ–‘—•‹‰ˆƒ…–•ƒ†”‡ƒ•‘ǡ–‘’‡”•—ƒ†‹‰Ǥ
”‘Œ‡…–ƒƒ‰‡”•—†‡”•–ƒ†–Šƒ––Š‡‰‘ƒŽ‘ˆ‹ˆŽ—‡…‡‹•–‘‹•’‹”‡
‘–Š‡”•–‘™ƒ–†‘–Š‡”‹‰Š––Š‹‰•”ƒ–Š‡”–Šƒ–‘‘˜‡”–Ž›…‘–”‘Ž–Š‡Ǥ

i Self-assessment and experience.—’’Ž›…Šƒ‹ƒƒ‰‡”•ƒ••‡••
™Š‡–Š‡”–Š‡›‘”–Š‡…ƒ†‹†ƒ–‡•–Š‡›ƒ”‡…‘•‹†‡”‹‰Šƒ˜‡‡‘—‰Š
Ž‡ƒ”‹‰ƒ†ˆ‹‡Ž†‡š’‡”‹‡…‡ˆ‘”ƒ‰‹˜‡’”‘Œ‡…–ǤŠ‡ƒ„‹Ž‹–›–‘™‘”
™‡ŽŽ™‹–Š‘–Š‡”•‹•ƒ†‹ˆˆ‹…—Ž–•‹ŽŽ–‘„—‹Ž†™‹–Š‘—–…‡”–ƒ‹‹ƒ–‡
’‡”•‘ƒŽ‹–›–”ƒ‹–•ǤŠ‡”‡ˆ‘”‡ǡ‹–‹•‹’‘”–ƒ––Šƒ–•—’’Ž›…Šƒ‹
ƒƒ‰‡”‘”’”‘Œ‡…–ƒƒ‰‡”…ƒ†‹†ƒ–‡•Šƒ˜‡ƒ†…‘–‹—ƒŽŽ›‹’”‘˜‡
’‡‘’Ž‡•‹ŽŽ•ǡ‹…Ž—†‹‰…‘ƒ…Š‹‰ǡ‡‰‘–‹ƒ–‹‘ǡƒ†…‘ˆŽ‹…–

© 2016 APICS 1-336 Version 4.0, 2016 Edition

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 Section B: Design the Supply Chain

ƒƒ‰‡‡–Ǥ”‘Œ‡…–ƒƒ‰‡”•—•–ƒŽ•‘ˆƒ‹”Ž›‡˜ƒŽ—ƒ–‡–Š‡‹”‘™
•‹ŽŽ•ƒ†’‡”ˆ‘”ƒ…‡ƒ„‹Ž‹–‹‡•ǡƒ•ˆ‘”Š‡Ž’ƒ•‡‡†‡†ǡƒ†‹––‘
‹•–ƒ‡•ǡŽ‡ƒ”ˆ”‘‹•–ƒ‡•ƒ†•—……‡••‡•ǡ˜ƒ”›ƒ’’”‘ƒ…Š‡•–‘ˆ‹–
–‡ƒǦ‡„‡”ƒ†•–ƒ‡Š‘Ž†‡”’‡”•‘ƒŽ‹–‹‡•ƒ•™‡ŽŽƒ•–‡ƒ•ƒ•ƒ
™Š‘Ž‡Ǥ

i Recruiting and organizing a team.Š‡’”‘Œ‡…–ƒƒ‰‡”‡‡†•–‘
”‡…”—‹–ƒ†‘”‰ƒ‹œ‡–Š‡’”‘Œ‡…––‡ƒ„›ƒ••‡••‹‰–Š‡•–”‡‰–Š•ƒ†
™‡ƒ‡••‡•‘ˆ–‡ƒ‡„‡”•ƒ†•–ƒˆˆȀ…‘–”ƒ…–‘”•–‘‡…‘—”ƒ‰‡
–‡ƒ™‘”ƒ†ˆ‹ŽŽ‡‡†‡†ƒ”‡ƒ•‘ˆ‡š’‡”–‹•‡Ǥ ‘”‡šƒ’Ž‡ǡƒ’”‘Œ‡…–
ƒƒ‰‡”ƒ›ƒ•ƒ†‡–ƒ‹ŽǦ‘”‹‡–‡†Ž‘‰‹…ƒŽ–Š‹‡”–‘™‘”‘
’”‘…‡••ƒ—†‹–•ƒ†ƒ••‹‰ƒ’‡‘’Ž‡’‡”•‘ƒ•ƒ†‡’ƒ”–‡–…‘–ƒ…–Ǥ
”‘Œ‡…–ƒƒ‰‡”•‡•—”‡–Š‡’”‘Œ‡…––‡ƒ”‡’”‡•‡–•‡›
•–ƒ‡Š‘Ž†‡”•ǤŠ‡ˆ‘ŽŽ‘™‹‰ƒ”‡‡šƒ’Ž‡•‘ˆ–Š‡•‡•–ƒ‡Š‘Ž†‡”•ǣ
i ƒƒ‰‡‡–
i —’’Ž‹‡”•
i —•–‘‡”•
i Š‡•—’’Ž›…Šƒ‹ƒƒ‰‡”‹ˆ†‹ˆˆ‡”‡–ˆ”‘–Š‡’”‘Œ‡…–ƒƒ‰‡”
ȋ‡Ǥ‰Ǥǡˆ‹ƒŽƒ’’”‘˜‡”ˆ‘”…Šƒ‰‡•ƒ†•—’‡”˜‹•‘”‘ˆ„‹‰’‹…–—”‡Ȍ
i ”‘Œ‡…––‡ƒ‡„‡”•ȋ‡Ǥ‰Ǥǡƒ……‘—–‹‰ǡǡƒ—ˆƒ…–—”‹‰ǡ
’—”…Šƒ•‹‰ǡ‘”ƒ”‡–‹‰†‡’ƒ”–‡–•Ȍ
i ”‘ˆ‡••‹‘ƒŽ•‡”˜‹…‡•–Šƒ–’”‘˜‹†‡‡š’‡”–‹•‡ȋ‡Ǥ‰Ǥǡ͵•Ȍ

i Management. Š‡’”‘Œ‡…–ƒƒ‰‡”‹•ƒ’Žƒ‹‰ƒ‰‡–™Š‘‹–‡‰”ƒ–‡•
ƒ†…‘‘”†‹ƒ–‡•–Š‡™‘”‘ˆ‘–Š‡”•Ǥˆˆ‡…–‹˜‡’”‘Œ‡…–ƒƒ‰‡”•
†‡Ž‡‰ƒ–‡ƒ’’”‘’”‹ƒ–‡Ž›ƒ†ƒ˜‘‹†„‡‹‰ƒ„‘––Ž‡‡…„›‹…”‘ƒƒ‰‹‰
–‡ƒ‡„‡”•‘”†‡Žƒ›‹‰–Š‡ƒ’’”‘˜ƒŽ’”‘…‡••—‡…‡••ƒ”‹Ž›Ǥ”‘Œ‡…–
ƒƒ‰‡”•–”‡ƒ–…‘–”‘ŽŽ‹‰ƒ††‹”‡…–‹‰™‘”ƒ•ƒˆ—ŽŽǦ–‹‡Œ‘„ƒ†
ƒ˜‘‹††‘‹‰ƒ…–‹˜‹–‹‡•–Šƒ–•Š‘—Ž†„‡ƒ••‹‰‡†–‘–‡ƒ‡„‡”•Ǥ
•–‡ƒ†–Š‡›ƒƒ‰‡–Š‡’”‘Œ‡…–ƒ•ƒ™Š‘Ž‡ƒ†–”ƒ…‹–•…‘’‘‡–•Ǥ
ˆ–Š‡’”‘Œ‡…–ƒƒ‰‡”ƒ……‘’Ž‹•Š‡•ƒ–ƒ•‘”‡‡ˆˆ‹…‹‡–Ž›–Šƒ
•‘‡‘‡‡Ž•‡…‘—Ž†„—–‹••‡•–Šƒ–ƒ–‡ƒ‡„‡”Šƒ•ƒ††‡†ƒ
—ƒ—–Š‘”‹œ‡†•–‡’‹ƒ’”‘…‡••ǡ–Š‡–‡ƒ‡ˆˆ‡…–‹˜‡Ž›Šƒ•‘’”‘Œ‡…–
ƒƒ‰‡”Ǥ”‘Œ‡…–ƒƒ‰‡”•Ž‡ƒ”™Šƒ–‘–‹˜ƒ–‡•’‡‘’Ž‡Ǥ ‘”‡šƒ’Ž‡ǡ
’”‘Œ‡…–ƒƒ‰‡”••’‘–Ǧ…Š‡…•‘‡•…Š‡†—Ž‡†‡–ƒ‹Ž•„‡…ƒ—•‡–Š‡›
—†‡”•–ƒ†–Šƒ–’‡‘’Ž‡™Š‘ƒ”‡„‡Š‹†•…Š‡†—Ž‡ƒ›”‡’‘”–„‡‹‰‘
•…Š‡†—Ž‡‹ˆ–Š‡›„‡Ž‹‡˜‡–Šƒ––Š‡›…ƒƒ‡—’–Š‡–‹‡Žƒ–‡”Ǥ”‘Œ‡…–
ƒƒ‰‡”•—†‡”•–ƒ†–Šƒ–›‘—…ƒǯ–ƒƒ‰‡™Šƒ–›‘—…ƒǯ–‡ƒ•—”‡
ƒ†•‘ˆ‹†™ƒ›•–‘‡ƒ•—”‡–Š‡†‡–ƒ‹Ž•–Šƒ–‡‡†ƒƒ‰‹‰Ǥ ‘”
‡šƒ’Ž‡ǡ‹ˆƒ–ƒ••–ƒ›•ƒ–ͻͲ’‡”…‡–…‘’Ž‡–‡†‡•’‹–‡–Š‡…‘–‹—‡†
‘—–’—–‘ˆ™‘”ǡ’”‘Œ‡…–ƒƒ‰‡”•ƒ›„”‡ƒ†‘™Š‘™–Š‡–ƒ•‹•
”‡’‘”–‡†•‘‹–…ƒ„‡„‡––‡”‡ƒ•—”‡†ƒ†–Š‡ƒƒ‰‡†Ǥ


© 2016 APICS 1-337 Version 4.0, 2016 Edition

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Module 1: Supply Chain Design

i Communication and problem solving. Š‡’”‘Œ‡…–ƒƒ‰‡”‹•–Š‡

’”‹ƒ”›Ž‹ƒ‹•‘„‡–™‡‡–Š‡’”‘Œ‡…––‡ƒƒ†–Š‡‡š‡…—–‹˜‡–‡ƒƒ•
™‡ŽŽƒ•™‹–Š…—•–‘‡”•ǡ•—’’Ž‹‡”•ǡ•—’‡”‹‘”•ǡƒ†‘–Š‡”ƒƒ‰‡”•Ǥ
”‘Œ‡…–ƒƒ‰‡”•ƒ‹–ƒ‹”‡‰—Žƒ”ǡ’‡”•‘ƒŽ‹œ‡†…‘—‹…ƒ–‹‘•
ƒ†•Š‘™•‡•‹–‹˜‹–›–‘‘”‰ƒ‹œƒ–‹‘ƒŽ…—Ž–—”‡Ǥ”‘Œ‡…–ƒƒ‰‡”•—•‡
™”‹––‡ƒ†‘”ƒŽ…‘—‹…ƒ–‹‘ƒ†’”ƒ…–‹…‡ƒ…–‹˜‡Ž‹•–‡‹‰ǤŠ‡›
—•‡˜ƒ”‹‡†‘†‡•‘ˆ…‘—‹…ƒ–‹‘–‘”‡‹ˆ‘”…‡‡••ƒ‰‡•ǡ
‹…Ž—†‹‰’”‘Œ‡…–ƒƒ‰‡‡–•‘ˆ–™ƒ”‡ǡ‡‡–‹‰•ǡ”‡’‘”–•ǡ‡Ǧƒ‹Žǡ
’”‹–‡†„—ŽŽ‡–‹•ǡ…‘˜‡”•ƒ–‹‘•ǡƒ†‘˜‡”„ƒŽ…—‡•Ǥ”‘Œ‡…–
ƒƒ‰‡”•”‡•‘Ž˜‡…‘ˆŽ‹…–•ƒ†”‡‰—Žƒ”Ž›‡‰‘–‹ƒ–‡™‹–Š
•–ƒ‡Š‘Ž†‡”•–‘Š‡Ž’„ƒŽƒ…‡–Š‡‡‡†•‘ˆƒŽŽ…‘•–‹–—‡–•Ǥ

Project cycles ‡’‡†‹‰‘–Š‡•…‘’‡ƒ†…‘’Ž‡š‹–›‘ˆƒ’”‘Œ‡…–ǡ’”‘Œ‡…–’Žƒ‹‰
…ƒ„‡ˆ‘”ƒŽ‘”‹ˆ‘”ƒŽǤ ‘”ƒŽ’”‘Œ‡…–’Žƒ‹‰—•‡••–ƒ†ƒ”†‹œ‡†
’”‘Œ‡…–ƒƒ‰‡‡–’”‘…‡••‡•ƒ†‘†‡Ž•–Šƒ–ƒ”‡•‹‹Žƒ”ƒ…”‘••
‘”‰ƒ‹œƒ–‹‘•Ǥˆ‘”ƒŽ’”‘Œ‡…–’Žƒ‹‰‹˜‘Ž˜‡•ƒ•‹‰’”‘Œ‡…–
“—‡•–‹‘••—…Šƒ•ǣ
i Šƒ–‡‡†•–‘„‡†‘‡ǫ
i ‘™•Š‘—Ž†‹–„‡ƒ……‘’Ž‹•Š‡†ǫ
i ‘™Ž‘‰•Š‘—Ž†‹––ƒ‡–‘…‘’Ž‡–‡ǫ
i ‘™—…Š™‹ŽŽ‹–…‘•–ǫ
i Š‘‡‡†•–‘†‘‹–ǫ
i ‘™™‡ŽŽ•Š‘—Ž†‹–„‡†‘‡ǫ

•‹‰•—…Š“—‡•–‹‘•™‹ŽŽŠ‡Ž’’Žƒƒ•‹’Ž‡’”‘Œ‡…–ǡ„—–…‘’Ž‡š
’”‘Œ‡…–•‡‡†ƒ•–ƒ†ƒ”†‹œ‡†’”‘Œ‡…–ƒƒ‰‡‡–’”‘…‡••–‘‡•—”‡ƒŽŽ
’”‘Œ‡…–’Žƒ‹‰‡Ž‡‡–•‰‡–‹…Ž—†‡†Ǥ‘•–•–ƒ†ƒ”†‹œ‡†’”‘…‡••‡•
—•‡–Š‡…‘…‡’–‘ˆ’”‘Œ‡…–…›…Ž‡•ǡ™Š‹…ŠŠ‡Ž’…‘…‡’–—ƒŽ‹œ‡–Šƒ–’”‘Œ‡…–•
ƒ”‡†‡˜‡Ž‘’‡†‹–‡”ƒ–‹˜‡Ž›ȋ•–ƒ”–‹‰™‹–Šƒˆ”ƒ‡™‘”ƒ†”‡–—”‹‰–‘
ƒ†††‡–ƒ‹Ž•ƒ•–Š‡›„‡…‘‡‘™‘”…Šƒ‰‡•ƒ•–Š‡›ƒ”‡ƒ’’”‘˜‡†ȌǤ
Š‹•‹–‡”ƒ–‹˜‡†‡˜‡Ž‘’‡–‹•ƒŽ•‘…ƒŽŽ‡†’”‘‰”‡••‹˜‡‡Žƒ„‘”ƒ–‹‘Ǥ

Š‡APICS DictionaryǡͳͶ–Š‡†‹–‹‘ǡˆ‘”ƒŽŽ›†‡ˆ‹‡•ƒproject life cycle
ƒ•ǣ

’”‘Œ‡…–ƒƒ‰‡‡–ǡƒ•‡–‘ˆ’”‘Œ‡…–’Šƒ•‡•ȋ‘„Œ‡…–‹˜‡•†‡ˆ‹‹–‹‘ǡ
”‡“—‹”‡‡–•†‡ˆ‹‹–‹‘ǡ‡š–‡”ƒŽƒ†‹–‡”ƒŽ†‡•‹‰ǡ…‘•–”—…–‹‘ǡ
•›•–‡•–‡•–ǡƒ†‹’Ž‡‡–ƒ–‹‘ƒ†ƒ‹–‡ƒ…‡Ȍǡ™Š‹…Š†‡ˆ‹‹–‹‘
‹•†‡–‡”‹‡†„›–Š‡‡‡†•‘ˆ–Š‘•‡…‘–”‘ŽŽ‹‰–Š‡’”‘Œ‡…–Ǥ

”‘Œ‡…–•ƒ”‡†‹˜‹†‡†‹–‘’Šƒ•‡•–‘…‘–”‘Ž–Š‡™‘”ƒ†–‘‹–‡‰”ƒ–‡–Š‡
’”‘Œ‡…–ǯ•ˆ‹ƒŽ’”‘†—…–ǡ•‡”˜‹…‡ǡ‘””‡•—Ž–‹–‘–Š‡‘‰‘‹‰‘”‰ƒ‹œƒ–‹‘ƒŽ
‘’‡”ƒ–‹‘•Ǥ


© 2016 APICS 1-338 Version 4.0, 2016 Edition

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 Section B: Design the Supply Chain

PMBOK® Guide –ƒ†ƒ”†‹œ‡†’”‘Œ‡…–ƒƒ‰‡‡–’”‘…‡••‡•ƒ”‡—•‡ˆ—Ž„‡…ƒ—•‡–Š‡›

Knowledge —•‡…‘•‹•–‡––‡”‹‘Ž‘‰›ƒ†’”‘˜‹†‡ƒˆ”ƒ‡™‘”–Šƒ–…ƒ„‡
Areas …Šƒ‰‡†–‘ˆ‹–’”‘Œ‡…–•’‡…‹ˆ‹…•Ǥ

–ƒ›–ƒ‡•‘‡‡ˆˆ‘”–ƒ†•‘‡…Šƒ‰‡ƒƒ‰‡‡––‘‰‡–ƒ
‘”‰ƒ‹œƒ–‹‘–‘ƒ†‘’–ƒ•–ƒ†ƒ”†•‡–‘ˆ’”‘…‡••‡•ƒ†…‘‹––‘ƒ
Žƒ”‰‡”ƒ‘—–‘ˆ’Žƒ‹‰™‘”Ǥ”‰ƒ‹œƒ–‹‘ƒŽ”‡•‹•–ƒ…‡–‘…Šƒ‰‡
…ƒ‘–„‡—†‡”‡•–‹ƒ–‡†ƒ†–Š‡„‡‡ˆ‹–•‘ˆ–Š‹•‡š–”ƒ™‘”‡‡†–‘„‡
†‡‘•–”ƒ–‡†‘ƒ•ƒŽŽ’”‘Œ‡…–„‡ˆ‘”‡–Š‡›…ƒ„‡—•‡†‘ƒŽŽ’”‘Œ‡…–•Ǥ
ˆ–Š‡’”‘Œ‡…–ƒƒ‰‡”™ƒ–•–‘—•‡ƒ•’‡…‹ˆ‹…’”‘Œ‡…–‡–Š‘†‘Ž‘‰›ǡŠ‡
‘”•Š‡ƒ›‡‡†–‘‰‡–„—›Ǧ‹ˆ”‘•—’‡”‹‘”•ƒ†–Š‡’”‘Œ‡…––‡ƒǤ

™‹†‡Ž›ƒ……‡’–‡†•–ƒ†ƒ”†‹œ‡†’”‘Œ‡…–ƒƒ‰‡‡–’”‘…‡••‹•ǯ•
”‘Œ‡…–ƒƒ‰‡‡–‘†›‘ˆ‘™Ž‡†‰‡ȋPMBOK® GuideȌǤ–Šƒ•ƒ•‡–‘ˆ
’”‘Œ‡…–ƒƒ‰‡‡–‘™Ž‡†‰‡”‡ƒ•–Šƒ–”‡’”‡•‡––Š‡’”‘…‡••
…ƒ–‡‰‘”‹‡•–Šƒ–ƒ”‡—•‡†‘‘•–’”‘Œ‡…–•‘•–‘ˆ–Š‡–‹‡ǤŠ‡
‘™Ž‡†‰‡”‡ƒ•…ƒ„‡†‡•…”‹„‡†ƒ•ˆ‘ŽŽ‘™•ǣ
i Project Integration Management:‡‰‹™‹–Š–Š‡‡†‹‹†
ȋ‘„Œ‡…–‹˜‡•Ȍƒ†‰‡––Š‡’”‘Œ‡…–ƒ†’”‘Œ‡…–ƒƒ‰‡”ƒ—–Š‘”‹œ‡†Ǥ
‘‘”†‹ƒ–‡ƒ…–‹˜‹–‹‡•ǡ…‘–”‘Ž…Šƒ‰‡•ǡƒ†ˆ‘”ƒŽŽ›…Ž‘•‡–Š‡
’”‘Œ‡…–Ǥ
i Project Scope Management:ƒ›™Šƒ–›‘—™‹ŽŽ†‘ȋ•…‘’‡Ȍƒ†™‹ŽŽ
‘–†‘ƒ†˜ƒŽ‹†ƒ–‡‘Ž›™Šƒ–™ƒ•‹•…‘’‡™ƒ•†‘‡Ǥ
i Project Time Management:’‡…‹ˆ›–Š‡ƒ…–‹˜‹–‹‡•–‘†‘ǡ’—––Š‡‹
‘”†‡”ǡƒ†•’‡…‹ˆ›”‡•‘—”…‡•Ǥƒ‡ƒ”‡ƒŽ‹•–‹…•…Š‡†—Ž‡ƒ†…‘–”‘Ž
˜ƒ”‹ƒ…‡•ƒ‰ƒ‹•––Š‹•„ƒ•‡Ž‹‡Ǥ
i Project Cost Management:•–‹ƒ–‡–Š‡…‘•–‘ˆƒ…–‹˜‹–‹‡•ƒ†
ƒ–‡”‹ƒŽ•ǡƒ‡–Š‡„—†‰‡–ǡ‡ƒ•—”‡˜ƒ”‹ƒ…‡•ǡƒ†…‘””‡…–Ǥ
i Project Quality Management:‡ˆ‹‡“—ƒŽ‹–›‡–”‹…•ƒ†
’”‘…‡••‡•ǡƒ—†‹–’”‘…‡••‡•ǡƒ†…‘–”‘Ž“—ƒŽ‹–›‘ˆ†‡Ž‹˜‡”ƒ„Ž‡•Ǥ
i Project Human Resource Management:Žƒǡƒ…“—‹”‡ǡ†‡˜‡Ž‘’ǡ
ƒƒ‰‡ǡƒ†”‡Ž‡ƒ•‡–Š‡–‡ƒǤ
i Project Communications Management:Žƒ™Š‘‰‡–•™Šƒ–
‡••ƒ‰‡•ƒ†Š‘™ǡƒ‡…‘—‹…ƒ–‹‘•ǡƒ†‰‡–ˆ‡‡†„ƒ…Ǥ
i Project Risk Management:†‡–‹ˆ›ƒ†’”‹‘”‹–‹œ‡”‹••ǡ…ƒŽ…—Žƒ–‡
’”‘„ƒ„‹Ž‹–›ƒ†‹’ƒ…–ǡ’Žƒ”‡•’‘•‡•ǡƒ†…‘–”‘Ž”‹•ƒ†
”‡•’‘•‡Ǥ
i Project Procurement Management:†‡–‹ˆ›™Šƒ––‘’”‘…—”‡
—•‹‰™Š‹…Š–›’‡•‘ˆ…‘–”ƒ…–•ǡ•‡† •ǡ…‘–”‘Žǡƒ†…Ž‘•‡
’”‘…—”‡‡–•Ǥ
i Project Stakeholder Management:†‡–‹ˆ›’‡”•‘•™Š‘…ƒ
‹ˆŽ—‡…‡‘”„‡‹ˆŽ—‡…‡†„›–Š‡’”‘Œ‡…–ǡŒ—†‰‡–Š‡‹”‹’ƒ…–ǡƒ†
ƒƒ‰‡–Š‡‹”‡‰ƒ‰‡‡–ƒ†‡š’‡…–ƒ–‹‘•Ǥ

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Module 1: Supply Chain Design

Processes ŽŽ‡›’”‘…‡••‡•–‘ˆ‘ŽŽ‘™‹ƒ’”‘Œ‡…–ˆƒŽŽ™‹–Š‹‘‡‘ˆ–Š‡ƒ„‘˜‡–‡
‘™Ž‡†‰‡”‡ƒ•Ǥ ‘”‡šƒ’Ž‡ǡ‘‡’”‘…‡••‹•‡˜‡Ž‘’”‘Œ‡…–Šƒ”–‡”ǡ
ƒ†–Š‹•‹•ƒ‹–‡‰”ƒ–‹‘–ƒ•Ǥ

process ‹•ƒ•›•–‡ƒ–‹…•‡”‹‡•‘ˆƒ…–‹˜‹–‹‡•†‹”‡…–‡†–‘™ƒ”†…ƒ—•‹‰ƒ
‡†”‡•—Ž–•—…Š–Šƒ–‘‡‘”‘”‡‹’—–•™‹ŽŽ„‡ƒ…–‡†—’‘–‘…”‡ƒ–‡‘‡‘”
‘”‡‘—–’—–•Ǥ

”‘…‡••‡•ƒ”‡ƒ‰”‘—’‘ˆ‹–‡””‡Žƒ–‡†ƒ…–‹‘•ƒ†ƒ…–‹˜‹–‹‡•–Šƒ–ƒ”‡
’Žƒ‡†‹ƒ†˜ƒ…‡ǤŠ‡”‡•—Ž–…‘—Ž†„‡ƒ†‡Ž‹˜‡”ƒ„Ž‡ȋƒ’”‘†—…–ǡ•‡”˜‹…‡ǡ
‘””‡•—Ž–Ȍ‘”ƒ‹’—––‘ƒ‘–Š‡”’”‘…‡••Ǥ

”‘Œ‡…–ƒƒ‰‡‡–’”‘…‡••‡•‡‡’–Š‡’”‘Œ‡…–ˆŽ‘™‹‰…‘””‡…–Ž›
–Š”‘—‰Š‘—–‹–•Ž‹ˆ‡…›…Ž‡ǤŠ‡’”‘Œ‡…–ƒƒ‰‡”–”ƒ•ˆ‘”•–Š‡†ƒ–ƒ
…‘ŽŽ‡…–‡†ˆ”‘’”‘…‡••‡•‹–‘‹ˆ‘”ƒ–‹‘„›’Žƒ…‹‰–Š‡†ƒ–ƒ‹…‘–‡š–ǡ
ƒ†ƒŽ•‘—•‡•–Š‡‹ˆ‘”ƒ–‹‘–‘’”‘†—…‡”‡’‘”–•ƒ†…Šƒ‰‡”‡“—‡•–•Ǥ
”ƒ•ˆ‘”‹‰’”‘…‡••”‡•—Ž–•‹–‘ƒ…–‹‘ƒ„Ž‡‹ˆ‘”ƒ–‹‘Š‡Ž’•–Š‡’”‘Œ‡…–
ƒƒ‰‡”…”‡ƒ–‡ƒˆ‡‡†„ƒ…Ž‘‘’ƒ†…‘–”‘Ž–Š‡’”‘Œ‡…–ƒ•‹–‹•‘‰‘‹‰Ǥ

Inputs, tools and ”‘Œ‡…–ƒƒ‰‡‡–’”‘…‡••‡•ƒŽ•‘ƒŽŽŠƒ˜‡ƒ•‡–‘ˆ‹’—–•ȋ™Šƒ––‡ƒ•
techniques, and ‡‡†–‘•–ƒ”––Š‡’”‘…‡••Ȍǡ•‘‡–‘‘Ž•ƒ†–‡…Š‹“—‡•ȋ™Šƒ––‡ƒ•…ƒ
outputs (ITTO) —•‡–‘’‡”ˆ‘”–Š‡’”‘…‡••„‡––‡”‘”ˆƒ•–‡”Ȍǡƒ†•‘‡‘—–’—–•ȋ–Š‡
model
†‘…—‡–•‘”†‡Ž‹˜‡”ƒ„Ž‡•–Šƒ––‡ƒ•…”‡ƒ–‡ȌǤŠ‡‘—–’—–•‘ˆ‘‡
’”‘…‡••‘ˆ–‡„‡…‘‡–Š‡‹’—–•–‘‘‡‘”‘”‡Žƒ–‡”’”‘…‡••‡•Ǥ

Process assets Š‡”‡ƒ”‡•‡˜‡”ƒŽ…‘•‹†‡”ƒ–‹‘•–Šƒ–…ƒ‹’ƒ…–›‘—”’”‘Œ‡…–Ǥ™‘
and …‘‘–›’‡•–Šƒ–ƒ”‡‘ˆ–‡‹’—–•–‘–Š‡’”‘Œ‡…–’”‘…‡••‡•ƒ”‡
environmental –‡”’”‹•‡˜‹”‘‡–ƒŽ ƒ…–‘”•ȋ •Ȍƒ†”‰ƒ‹œƒ–‹‘ƒŽ”‘…‡••
factors ••‡–•ȋ•ȌǤ

Enterprise Environmental Factors (EEFs)
 •”‡ˆ‡”–‘…‘†‹–‹‘•ǡ‘—–•‹†‡–Š‡…‘–”‘Ž‘ˆ–Š‡’”‘Œ‡…––‡ƒǡ–Šƒ–
‹ˆŽ—‡…‡‘”…‘•–”ƒ‹–Š‡’”‘Œ‡…–Ǥ–‹•˜‹–ƒŽ–‘–Š‹ƒ„‘—– •”‹‰Š–ˆ”‘
–Š‡•–ƒ”–‘ˆƒ’”‘Œ‡…–„‡…ƒ—•‡–Š‡›…ƒ‹ˆŽ—‡…‡™Š‡–Š‡”–Š‡’”‘Œ‡…–‹•
‡˜‡ˆ‡ƒ•‹„Ž‡ƒ––Š‡‰‹˜‡–‹‡‰‹˜‡–Š‹‰••—…Šƒ•–Š‡‡…‘‘›ǡ†‡ƒ†ǡ
‘”‘”‰ƒ‹œƒ–‹‘ƒŽ”‡ƒ†‹‡••Ǥ •’—–ƒ’”‘Œ‡…–‹…‘–‡š–ƒ†Š‹‰ŠŽ‹‰Š–
…‘•–”ƒ‹–••‘–Šƒ––Š‡’”‘Œ‡…–…ƒ„‡’Žƒ‡†–‘ƒ˜ƒ‹Ž‹–•‡Žˆ‘ˆ
‘’’‘”–—‹–‹‡•ƒ†‹–‹‰ƒ–‡–Š”‡ƒ–•Ǥ

 •ƒ”‡„‘–Š–Š‡–‡””ƒ‹‘˜‡”™Š‹…Š–Š‡‘”‰ƒ‹œƒ–‹‘”—•ƒ†–Š‡–›’‡
‘ˆƒ‹ƒŽ–Šƒ––Š‡‘”‰ƒ‹œƒ–‹‘Šƒ•„‡…‘‡ǤŠ‡‰”‘—†ƒ›„‡ˆ‹”ǡ
”‘…›ǡ…”‘™†‡†ǡ‘”ˆ‡”–‹Ž‡ǤŠ‡‘”‰ƒ‹œƒ–‹‘ƒ›„‡•’‡…‹ƒŽ‹œ‡†ƒ†–Š—•
‘”‡ƒ†‡’–‹…‡”–ƒ‹ƒ”‡ƒ•„—–Ž‡•••‘‹‘–Š‡”•Ǥ

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 Section B: Design the Supply Chain

Š‡’”‘Œ‡…–ƒƒ‰‡”•™‘”–‘—†‡”•–ƒ†„‘–Š‡š–‡”ƒŽƒ†‹–‡”ƒŽ
…‘†‹–‹‘•ǡ–Š‡›™‹ŽŽ„‡––‡”…‘’”‡Š‡†‘”‰ƒ‹œƒ–‹‘ƒŽ•–”ƒ–‡‰›ƒ†™‹ŽŽ
„‡ƒ„Ž‡–‘†‡˜‡Ž‘’…Šƒ”–‡”•ƒ†’Žƒ•–Šƒ–”‡ˆŽ‡…––Š‡ƒ…–—ƒŽ•‹–—ƒ–‹‘Ǥ

 •‹…Ž—†‡…‘—‹…ƒ–‹‘•ǡ‘”‰ƒ‹œƒ–‹‘ƒŽ…—Ž–—”‡ƒ†‰‘˜‡”ƒ…‡ǡ
•–”—…–—”‡•ǡ•›•–‡•ǡƒ†‡š–‡”ƒŽ‹ˆŽ—‡…‡•ǤŠ‡‡›‹•–Šƒ––Š‡›…ƒ‘–
„‡…‘–”‘ŽŽ‡†ǡ‘Ž›—†‡”•–‘‘†Ǥ

Organizational Process Assets (OPAs)
•ƒ”‡–Š‡’‘Ž‹…‹‡•ǡ’”‘…‡†—”‡•ǡ’”‘…‡••‡•ǡ’Žƒ•ǡƒ†‘”‰ƒ‹œƒ–‹‘ƒŽ
‘™Ž‡†‰‡„ƒ•‡‘ˆ–Š‡‘”‰ƒ‹œƒ–‹‘Ǥ•ƒ”‡…‘‘‹’—–•–‘
’Žƒ‹‰’”‘…‡••‡•ƒ†ƒ”‡…”‡ƒ–‡††—”‹‰•‘‡’”‘…‡••‡•ƒ†•‘ƒŽ•‘
ƒ›„‡…‘‡‘—–’—–•

•‹…Ž—†‡
i ‘Ž‹…‹‡•ǡ’”‘…‡†—”‡•ǡƒ†’”‘…‡••‡•ǣ—Ž‡•ǡ•–ƒ†ƒ”†•ǡ–‡’Žƒ–‡•ǡ
ƒ†‡–Š‘†‘Ž‘‰‹‡•ȋ‡Ǥ‰Ǥǡ„‡•–’”ƒ…–‹…‡•Ȍ
i ”‰ƒ‹œƒ–‹‘ƒŽ‘™Ž‡†‰‡„ƒ•‡ǣ‹•–‘”‹…ƒŽ‹ˆ‘”ƒ–‹‘ˆ”‘
‘”‰ƒ‹œƒ–‹‘ƒŽƒ…–‹˜‹–‹‡•ƒ†Ž‡••‘•Ž‡ƒ”‡†ˆ”‘’”‹‘”’”‘Œ‡…–•Ǥ

Topic 3: Project Management Process Groups
”‘Œ‡…–ƒƒ‰‡‡–’”‘…‡••‡•‡•—”‡–Š‡‡ˆˆ‡…–‹˜‡ˆŽ‘™‘ˆ–Š‡’”‘Œ‡…–
–Š”‘—‰Š‘—–‹–•Ž‹ˆ‡…›…Ž‡ǤŠ‡PMBOK® Guide‹†‡–‹ˆ‹‡•ƒ—„‡”‘ˆ
’”‘…‡••‡•–‘ˆ‘ŽŽ‘™–Š”‘—‰Š‘—–ƒ’”‘Œ‡…–Ž‹ˆ‡…›…Ž‡ǤŠ‡•‡’”‘…‡••‡•ƒ”‡
‘”‰ƒ‹œ‡†‹–‘–‡‘™Ž‡†‰‡”‡ƒ•ǡ„—–ƒ”‡ƒ‹Ž›…ƒ–‡‰‘”‹œ‡†„›
”‘…‡••
”‘—’Ǥˆ›‘—ƒ”‡‹–‡”‡•–‡†‹–Š‡Ͷ͹’”‘…‡••‡•ƒ†™Š‡”‡–Š‡›
ƒ”‡Ž‘…ƒ–‡†‹‡ƒ…Š‘™Ž‡†‰‡”‡ƒƒ†”‘…‡••
”‘—’ǡ˜‹•‹–‘—”‡•‘—”…‡
‡–‡”ˆ‘”ƒŽ‹–‘ƒ…Šƒ”–ˆ”‘–Š‡”‘Œ‡…–ƒƒ‰‡‡–…ƒ†‡›Ǥ

Š‡”‘…‡••
”‘—’•ƒ”‡
i InitiatingǤ‹–‹ƒ–‹‰’”‘…‡••‡•Š‡Ž’†‡ˆ‹‡ƒ‡™’”‘Œ‡…–‘”’Šƒ•‡ǡ
‹…Ž—†‹‰‹†‡–‹ˆ‹…ƒ–‹‘‘ˆ•–ƒ‡Š‘Ž†‡”•Ǥ
i PlanningǤŽƒ‹‰’”‘…‡••‡•ƒ”‡ˆ‘ŽŽ‘™‡†–‘‡•–ƒ„Ž‹•Š–Š‡•…‘’‡ƒ†
‘„Œ‡…–‹˜‡•ˆ‘”–Š‡’”‘Œ‡…–ƒ•™‡ŽŽƒ•‹–••…Š‡†—Ž‡ǡ„—†‰‡–ǡ•–ƒˆˆǡƒ†
’Žƒ•ˆ‘”‡ƒ…Š‘–Š‡”‘™Ž‡†‰‡”‡ƒǤ
i ExecutingǤš‡…—–‹‰’”‘…‡••‡•ƒ”‡™Š‡”‡–Š‡™‘”‰‡–•†‘‡–‘
•ƒ–‹•ˆ›–Š‡‹†‡–‹ˆ‹‡†’”‘Œ‡…–‘„Œ‡…–‹˜‡•Ǥ
i Monitoring and ControllingǤ‘‹–‘”‹‰‹•—•‡†–‘…‘ŽŽ‡…–ƒ†ƒƒŽ›œ‡
†ƒ–ƒ‘’”‘‰”‡••ƒ†’‡”ˆ‘”ƒ…‡ƒ†…‘–”‘ŽŽ‹‰‹•—•‡†–‘…‘””‡…–
…‘—”•‡‘”‹†‡–‹ˆ›…Šƒ‰‡•–Šƒ–”‡“—‹”‡”‡˜‹‡™ƒ†ƒ’’”‘˜ƒŽǤ
i ClosingǤŽ‘•‹‰‹•—•‡†–‘ˆ‹ƒŽ‹œ‡ƒ†‘ˆˆ‹…‹ƒŽŽ›…Ž‘•‡‘’‡…‘–”ƒ…–•
ƒ†–Š‡’”‘Œ‡…–ƒ•™‡ŽŽƒ•–‘”‡…‘”†Ž‡••‘•Ž‡ƒ”‡†ˆ‘”ˆ—–—”‡’”‘Œ‡…–•Ǥ

© 2016 APICS 1-341 Version 4.0, 2016 Edition

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Module 1: Supply Chain Design

Š‡‘”†‡”‘ˆ–Š‡’”‘…‡••‡•‹•‹’‘”–ƒ–Ǥ ‘”‡šƒ’Ž‡ǡ‹–Š‡Žƒ‹‰
”‘…‡••
”‘—’ǡ‘‡’Žƒ•–Š‡•…Š‡†—Ž‡ƒ††‡ˆ‹‡•–Š‡ƒ…–‹˜‹–‹‡•„‡ˆ‘”‡
’—––‹‰–Š‡‹•‡“—‡…‡ƒ†‡•–‹ƒ–‹‰”‡•‘—”…‡•ƒ††—”ƒ–‹‘•‹‘”†‡”
–‘ˆ‹ƒŽŽ›†‡˜‡Ž‘’ƒ•…Š‡†—Ž‡ǤŠ‹Ž‡–Š‡•’‡…‹ˆ‹…•‘ˆ‡ƒ…Š’”‘…‡••ƒ”‡
„‡›‘†–Š‡•…‘’‡‘ˆ–Š‹•…‘—”•‡ǡ•‘‡’”‘…‡••‡•ƒ”‡†‹•…—••‡†ƒ–ƒŠ‹‰Š
Ž‡˜‡ŽŽƒ–‡”‹–Š‹•–‘’‹…Ǥƒ˜‹‰ƒ—†‡”•–ƒ†‹‰‘ˆ–Š‡”‘…‡••
”‘—’•
’”‘˜‹†‡•‰‘‘†…‘–‡š–ˆ‘”–Š‡’—”’‘•‡‘ˆ‡ƒ…Š•‡–‘ˆ’”‘…‡••‡•Ǥ

Š‡•‡”‘…‡••
”‘—’•‘˜‡”Žƒ’ǣ•‘‡”ƒ’—’ƒ•‘–Š‡”••Ž‘™†‘™Ǥ
‘‡’”‘…‡••‡•ƒ”‡‘‰‘‹‰–ƒ••–Šƒ–…ƒ”‡…—”‹Žƒ–‡””‘…‡••

”‘—’•Ǥ‹…‡Žƒ‹‰‹•’”‘‰”‡••‹˜‡Ž›‡Žƒ„‘”ƒ–‡†ǡ‹–‘ˆ–‡‘˜‡”Žƒ’•
š‡…—–‹‰Ǥ‘‹–‘”‹‰ƒ†‘–”‘ŽŽ‹‰‘˜‡”Žƒ’•ƒŽŽ”‘…‡••
”‘—’•
„‡…ƒ—•‡‘‡‡‡†•–‘‡ƒ•—”‡ƒ†ƒ†Œ—•–ƒ–ƒŽŽ’‘‹–•‹ƒ’”‘Œ‡…–Ǥ
Ž‘•‹‰ƒ›„‡‡‡†‡†‡ƒ”Ž›‘‹ƒ’”‘Œ‡…––‘…Ž‘•‡•‘‡…‘–”ƒ…–•
ƒ†Ȁ‘”ƒ……‡’–•‘‡†‡Ž‹˜‡”ƒ„Ž‡•Ǥ

ƒ…Š”‘…‡••
”‘—’‹•ƒ††”‡••‡†‹‘”‡†‡–ƒ‹Ž‡š–Ǥ

Project Š‡InitiatingProcess Group‹…Ž—†‡•–™‘’”‘…‡••‡•’‡”ˆ‘”‡†–‘
initiation †‡ˆ‹‡ƒ‡™’”‘Œ‡…–‘”ƒ‡™’Šƒ•‡‘ˆƒ‡š‹•–‹‰’”‘Œ‡…–ǣ

i Develop project charter. Š‹•’”‘…‡••‡–ƒ‹Ž•ƒ…–‹˜‹–‹‡••—…Šƒ•
i †‡”•–ƒ†‹‰–Š‡’”‘Œ‡…–…‘–‡š–ȋ–Š‡‡˜‹”‘‡–ƒŽˆƒ…–‘”•ǡ
ƒ••—’–‹‘•ǡƒ†…‘•–”ƒ‹–•Ȍ
i ‡˜‹‡™‹‰–Š‡’”‘Œ‡…–ǯ•„—•‹‡••…ƒ•‡ƒ†•–”ƒ–‡‰‹…‰‘ƒŽ•
i Š‘‘•‹‰–Š‡’”‘Œ‡…–ƒƒ‰‡”ƒ††‡Ž‡‰ƒ–‹‰”‡•‘—”…‡ƒ†
‡š’‡†‹–—”‡ƒ—–Š‘”‹–›–‘–Š‹•’‡”•‘
i Žƒ”‹ˆ›‹‰Š‹‰ŠǦŽ‡˜‡Ž‘„Œ‡…–‹˜‡•ƒ†•—……‡••…”‹–‡”‹ƒȋ„‡‰‹‹‰
™‹–Š–Š‡‡†‹‹†Ȍ

Š‡…Šƒ”–‡”ˆ‘”ƒŽŽ›ƒ—–Š‘”‹œ‡•–Š‡’”‘Œ‡…––‘„‡‰‹ƒ†ƒŽŽ‘™•
ˆ—†•–‘„‡‡š’‡†‡†Ǥ

i Identify stakeholders. Š‹•’”‘…‡••‡–ƒ‹Ž•ƒ…–‹˜‹–‹‡••—…Šƒ•

i ‡˜‡Ž‘’‹‰ƒ•–ƒ‡Š‘Ž†‡””‡‰‹•–‡”ȋ‡Ǥ‰Ǥǡ•’”‡ƒ†•Š‡‡–Ž‹•–‹‰
•–ƒ‡Š‘Ž†‡”•ǡ–Š‡‹”ƒ”‡ƒ•‘ˆ‡š’‡”–‹•‡ǡ‹–‡”‡•–•ǡƒ••‹‰‡–•ǡ
ƒ†…‘—‹…ƒ–‹‘’”‡ˆ‡”‡…‡•ƒ†”‡“—‹”‡‡–•Ȍ
i ‹•–‡‹‰ƒ†‰‡––‹‰„—›Ǧ‹ˆ”‘•–ƒ‡Š‘Ž†‡”•
i —‹Ž†‹‰ƒ•Šƒ”‡†—†‡”•–ƒ†‹‰‘ˆ’”‘Œ‡…–•…‘’‡ƒ†‘„Œ‡…–‹˜‡•
i Ž‹‰‹‰•–ƒ‡Š‘Ž†‡”•ǯ‡š’‡…–ƒ–‹‘•–‘–Š‡’”‘Œ‡…–ǯ•’—”’‘•‡
i Žƒ”‹ˆ›‹‰–Š‡Ž‹„‡–™‡‡‡ƒ…Š•–ƒ‡Š‘Ž†‡”ǯ•Ž‡˜‡Ž‘ˆ
’ƒ”–‹…‹’ƒ–‹‘ƒ†–Š‡ƒ––ƒ‹‡–‘ˆŠ‹•‘”Š‡”‡š’‡…–ƒ–‹‘•Ǥ

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 Section B: Design the Supply Chain

Project planning Planning‹•–Š‡”‘…‡••

”‘—’™‹–Š–Š‡‘•–’”‘…‡••‡••‹…‡’Žƒ‹‰
and design ‘……—”•ˆ‘”‡ƒ…Š‘ˆ–Š‡‘™Ž‡†‰‡”‡ƒ•ǤŽƒ‹‰–—”••–”ƒ–‡‰›‹–‘
–ƒ…–‹…ƒŽƒ…–‹‘ƒ†”‡˜‡ƒŽ•Š‘™–‘‰‡––‘•—……‡••ˆ—Ž’”‘Œ‡…–…‘’Ž‡–‹‘Ǥ
–‹•–Š‡‰—‹†‡–Šƒ–•Š‘™•ƒŽŽ•–ƒ‡Š‘Ž†‡”•ȋ‹…Ž—†‹‰–‡ƒ‡„‡”•Ȍ
™Šƒ––Š‡›‡‡†–‘†‘Ǥ‰‘‘†’Žƒ‹‰†‘…—‡–™‹ŽŽ„‡”‡ƒŽ‹•–‹…ƒ†
ˆ‡ƒ•‹„Ž‡ǡ™Š‹…Š™‹ŽŽŠ‡Ž’•–ƒ‡Š‘Ž†‡”•„‡Ž‹‡˜‡–Š‡’”‘Œ‡…–ǯ•‰‘ƒŽ•…ƒ„‡
ƒ…Š‹‡˜‡†ǤŽƒ‹‰‹˜‘Ž˜‡••‡Ž‡…–‹‰†‡–ƒ‹Ž‡†”‡“—‹”‡‡–•ƒ†•…‘’‡ǡ
”‡ˆ‹‹‰‘„Œ‡…–‹˜‡•ǡƒ††‡ˆ‹‹‰™Šƒ–ƒ…–‹˜‹–‹‡•ƒ”‡‡‡†‡†–‘
ƒ……‘’Ž‹•Š–Š‡•‡‘„Œ‡…–‹˜‡•Ǥ

”‘Œ‡…–’Žƒ‹‰‡…‘’ƒ••‡•ƒŽŽƒ•’‡…–•‘ˆ’”‘Œ‡…–™‘”ǣ
i Scoping–‘•Š‘™™Šƒ––Š‹‰•™‹ŽŽ„‡†‘‡‹–Š‡ˆ‘”‘ˆƒ™‘”
„”‡ƒ†‘™•–”—…–—”‡ȋȌǡ™Š‹…Š‹•†‡ˆ‹‡†Žƒ–‡”Ǥ
i Scheduling™Šƒ–™‘”‡‡†•–‘„‡†‘‡ǡ‹™Šƒ–‘”†‡”ƒ†™‹–Š‹
™Š‹…Š’‡”‹‘†•Ǥ
i Budgeting –‘‡•–‹ƒ–‡’”‘Œ‡…–…‘•–•ƒ†–Š‡–‹‹‰‘ˆ‡š’‡†‹–—”‡•Ǥ
i ’‡…‹ˆ›‹‰quality’‘Ž‹…‹‡•ƒ†’”‘…‡••‡•ǡ‹…Ž—†‹‰’”‘…‡••
‹’”‘˜‡‡–Ǥ
i Staffing –‡ƒ•„›†‡ˆ‹‹‰–‡ƒ”‘Ž‡•‡‡†‡†–‘†‘’”‘Œ‡…–™‘”ǡ
ƒ†Š‘™–‘ƒ••‹‰™‘”ƒ†”‡•’‘•‹„‹Ž‹–‹‡•Ǥ
i ‡…‹†‹‰‘communicating ™Šƒ––‘™Š‘‘–Š‡–‡ƒƒ†–‘
•–ƒ‡Š‘Ž†‡”•ǡŠ‘™ǡ™Š‡ǡƒ†„›™Š‘Ǥ
i ‡–‡”‹‹‰Š‘™–‘‹†‡–‹ˆ›ǡ’”‹‘”‹–‹œ‡ǡƒ†ƒƒ‰‡risks ƒ†
’”‘ƒ…–‹˜‡”‡•’‘•‡•Ǥ
i ‡…‹†‹‰™Šƒ–•‡”˜‹…‡•ƒ†ƒ–‡”‹ƒŽ•–‘procure —†‡”…‘–”ƒ…–
ƒ†Š‘™–Š‡–‘…‘†—…––Š‡…‘–”ƒ…–‹‰’”‘…‡••Ǥ
i ‘™–‘†‡˜‡Ž‘’ƒ†ƒ‹–ƒ‹stakeholder ”‡Žƒ–‹‘•Š‹’•ƒ†
‡š’‡…–ƒ–‹‘•Ǥ

’Žƒ‹•–›’‹…ƒŽŽ›‰‡‡”ƒ–‡†ˆ‘”‡˜‡”›‘™Ž‡†‰‡”‡ƒȋ•‘‡’Žƒ•
…‘—Ž†„‡“—‹–‡•Š‘”–‘ƒ•ƒŽŽ’”‘Œ‡…–ȌǤŠ‡•‡’Žƒ•–‘‰‡–Š‡”„‡…‘‡
–Š‡project management plan.Š‡•‡’Žƒ•†‘‘–…‘–ƒ‹•’‡…‹ˆ‹…•
•—…Šƒ•’ƒ”–‹…—Žƒ”–‡ƒ‡„‡”ƒ••‹‰‡–•‘”’”‘Œ‡…–•…Š‡†—Ž‡
†‡–ƒ‹Ž••‹…‡–Š‡›ƒ”‡ˆ”ƒ‡™‘”•ǡ„—––Š‡›†‘…‘–ƒ‹„ƒ•‡Ž‹‡•Ǥ
ƒ•‡Ž‹‡•ƒ”‡–Š‡Š‹‰ŠǦŽ‡˜‡Ž‘ˆˆ‹…‹ƒŽ•…‘’‡ǡ•…Š‡†—Ž‡ǡƒ†„—†‰‡–
‹ˆ‘”ƒ–‹‘–Šƒ–„‡…‘‡–Š‡„ƒ•‹•ƒ‰ƒ‹•–™Š‹…Š–‘‡ƒ•—”‡™Š‡–Š‡”
–Š‡’”‘Œ‡…–‹•’”‘‰”‡••‹‰ƒ•†‡•‹”‡†‘”‘–Ǥ•‹†‡ˆ”‘–Š‡•‡„ƒ•‡Ž‹‡•ǡ
–Š‡’”‘Œ‡…–ƒƒ‰‡‡–’Žƒ‹•ƒDzŠ‘™–‘dz‰—‹†‡Ǥ–•Š‘™•Š‘™–‘’Žƒ
ˆ‘”–Š‡ƒ”‡ƒǡ™Šƒ–’‡”ˆ‘”ƒ…‡–‘‡ƒ•—”‡ƒ†™Š‡ǡ™Šƒ––‘‘Ž•ƒ†
–‡…Š‹“—‡•–‘—•‡ǡƒ†Š‘™–‘‡š‡…—–‡ƒ†…‘–”‘Ž–Š‡‡Ž‡‡–•‹–Š‡
‘™Ž‡†‰‡”‡ƒǤ’‡…‹ˆ‹…’”‘Œ‡…–†‡–ƒ‹Ž••—…Šƒ••…Š‡†—Ž‡„”‡ƒ†‘™•ǡ
•–ƒˆˆƒ••‹‰‡–•ǡƒ†•‘‘ƒ”‡•–‘”‡†‹•‡’ƒ”ƒ–‡’”‘Œ‡…–†‘…—‡–•Ǥ
Š‡•‡†‘…—‡–•ƒ”‡”‡˜‹•‡†ƒ•‡‡†‡†ƒ†ƒŽŽ‘™‡†–Š”‘—‰Š‘—––Š‡

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Module 1: Supply Chain Design

’”‘Œ‡…–Ǥ‘‡…Šƒ‰‡•™‹ŽŽ”‡“—‹”‡ƒ’’”‘˜ƒŽ–Š”‘—‰Šƒ‘ˆˆ‹…‹ƒŽ…Šƒ‰‡
”‡“—‡•–’”‘…‡†—”‡Ǥ

Š‡’”‘Œ‡…–•…Š‡†—Ž‡ƒ†„—†‰‡–ƒ”‡ƒ‘‰–Š‡ˆ‹”•––Š‹‰•†‘‡ƒˆ–‡”
–Š‡’”‘Œ‡…–ƒƒ‰‡‡–’Žƒ‹•…‘’Ž‡–‡†ǡ„—––Š‡•‡™‹ŽŽ„‡‹…‘’Ž‡–‡
ƒˆ–‡”–Š‡ˆ‹”•–’ƒ••ǤŽ›ƒˆ–‡”ƒŽŽ•—„•‹†‹ƒ”›’Žƒ•Šƒ˜‡„‡‡…‘’Ž‡–‡†
…ƒ–Š‡’”‘Œ‡…–•…Š‡†—Ž‡ƒ†„—†‰‡–„‡ˆ‹ƒŽ‹œ‡†ǤŠ‹•‹•„‡…ƒ—•‡
‹ˆ‘”ƒ–‹‘‘”‹••‘”“—ƒŽ‹–›ƒ†•‘‘™‹ŽŽ‹’ƒ…––Š‡•…Š‡†—Ž‡ƒ†
„—†‰‡–ǤŠ‹•‹•ƒ‡šƒ’Ž‡‘ˆ’”‘‰”‡••‹˜‡‡Žƒ„‘”ƒ–‹‘Ȅ‡Žƒ„‘”ƒ–‹‰–Š‡
Š‹‰ŠǦŽ‡˜‡Ž•—ƒ”›‹Ž‡•–‘‡•…Š‡†—Ž‡ƒ†„—†‰‡–‹…Ž—†‡†‹–Š‡
’”‘Œ‡…–…Šƒ”–‡”„ƒ•‡†‘‹ˆ‘”ƒ–‹‘‹–Š‡•—„•‹†‹ƒ”›’Žƒ•Ǥ
”‰ƒ‹œƒ–‹‘ƒŽ’”‘…‡••ƒ••‡–•’”‘˜‹†‡‰—‹†ƒ…‡‘™Šƒ–‹•ƒ
ƒ’’”‘’”‹ƒ–‡ƒ‘—–‘ˆ–‹‡–‘•’‡†‘’Žƒ‹‰Ǥ

Žƒ•ƒ†„ƒ•‡Ž‹‡•ƒ”‡•—„Œ‡…––‘”‡˜‹•‹‘ƒ•‡‡†‡†ǡ„—–…Šƒ‰‡•–‘
„ƒ•‡Ž‹‡•ƒ”‡ƒ‡šƒ’Ž‡‘ˆ•‘‡–Š‹‰–Šƒ–‰‡‡”ƒŽŽ›”‡“—‹”‡•”‡˜‹‡™
ƒ†ˆ‘”ƒŽ•‹‰‘ˆˆ„‡ˆ‘”‡‹–…ƒ„‡…Šƒ‰‡†ǤŠ‡‹†‡ƒ‹•–‘’”‡˜‡–
•…‘’‡…”‡‡’ȋ—ƒ—–Š‘”‹œ‡†ƒ††‹–‹‘‘ˆ™‘”™‹–Š‘—–…‘””‡•’‘†‹‰
‹…”‡ƒ•‡•‹•…Š‡†—Ž‡ƒ†„—†‰‡–Ȍ™Š‹Ž‡ƒ……‘‘†ƒ–‹‰‡…‡••ƒ”›
…Šƒ‰‡Ǥ‡™‹ˆ‘”ƒ–‹‘‘”—‡š’‡…–‡†‡˜‡–•ƒ›”‡“—‹”‡…Šƒ‰‡•–‘
’”‘Œ‡…–•…‘’‡ǡ•…Š‡†—Ž‡ǡƒ†„—†‰‡–Ǥ˜ƒ‹Žƒ„Ž‡–‡ƒ‡„‡”•…‘—Ž†
‡‡†–”ƒ‹‹‰„‡ˆ‘”‡–Š‡›…ƒ„‡ˆ—ŽŽ›’”‘†—…–‹˜‡Ǥ‡™•–ƒ‡Š‘Ž†‡”•‘”
”‹••…‘—Ž†„‡‹†‡–‹ˆ‹‡†Ǥ—ƒŽ‹–›†ƒ–ƒƒ›•Š‘™ƒ‡‡†ˆ‘”‡™–›’‡•‘ˆ
–‡•–‹‰Ǥ

Project scope Š‡’”‹ƒ”›’”‘…‡••‡•ˆ‘”†‡˜‡Ž‘’‹‰–Š‡’”‘Œ‡…–•…‘’‡ƒ”‡…‘ŽŽ‡…–‹‰
”‡“—‹”‡‡–•ƒ††‡˜‡Ž‘’‹‰ƒ™‘”„”‡ƒ†‘™•–”—…–—”‡ȋȌǤŠ‡
’”‘Œ‡…–…Šƒ”–‡”™‹ŽŽ…‘–ƒ‹Š‹‰ŠǦŽ‡˜‡Ž’”‘Œ‡…–”‡“—‹”‡‡–•ǡ„—––Š‡•‡
‡‡†–‘„‡”‡ˆ‹‡†ƒ–ƒ‘”‡‰”ƒ—Žƒ”Ž‡˜‡Ž–‘†‡ˆ‹‡–Š‡™‘”–‘„‡
†‘‡„‡ˆ‘”‡–Š‡’”‘Œ‡…–…ƒ„‡…‘•‹†‡”‡†…‘’Ž‡–‡†Ǥ


ƒ–Š‡”‹‰”‡“—‹”‡‡–•‹˜‘Ž˜‡•”‡˜‹‡™‹‰Š‹•–‘”‹…ƒŽ”‡“—‹”‡‡–•
†‘…—‡–•ƒ†‹–‡”˜‹‡™‹‰ƒŽŽ•–ƒ‡Š‘Ž†‡”•–‘†‡˜‡Ž‘’ƒˆ—ŽŽŽ‹•–‘ˆ
‡š’‡…–ƒ–‹‘•ˆ‘”–Š‡’”‘Œ‡…–†‡Ž‹˜‡”ƒ„Ž‡•‘”–Š‡‡ƒ•–‘„‡—•‡†–‘
’”‘†—…‡–Š‡†‡Ž‹˜‡”ƒ„Ž‡•Ǥ‹••‹‰ƒ•–ƒ‡Š‘Ž†‡”‘”‰”‘—’‘ˆ
•–ƒ‡Š‘Ž†‡”•…”‡ƒ–‡•ƒ”‹•–Šƒ––Š‡ˆ‹ƒŽ†‡Ž‹˜‡”ƒ„Ž‡™‹ŽŽˆƒ‹Ž–‘•ƒ–‹•ˆ›
ƒŽŽ…‘•–‹–—‡–•Ǥˆ–Š‹•‹••‹‰‰”‘—’‹•ƒ…—•–‘‡”•‡‰‡–ǡˆ‘”
‡šƒ’Ž‡ǡ‹–…‘—Ž†”‡•—Ž–‹ƒ’”‘†—…–‘”…ƒ’ƒ„‹Ž‹–›–Šƒ–ˆƒ‹Ž•–‘„‡‹
†‡ƒ†ǤŠ‡”‡ˆ‘”‡ǡ–Š‘”‘—‰Š•–ƒ‡Š‘Ž†‡”‹†‡–‹ˆ‹…ƒ–‹‘‹•ƒ
’”‡”‡“—‹•‹–‡ˆ‘”‰ƒ–Š‡”‹‰”‡“—‹”‡‡–•Ǥ

–ƒ‡Š‘Ž†‡”•™‹ŽŽ‘ˆ–‡Šƒ˜‡‘”‡”‡“—‹”‡‡–•–Šƒ…ƒ„‡
ƒ……‘‘†ƒ–‡†‹–Š‡…—””‡–’”‘Œ‡…–†—‡–‘…‘•–”ƒ‹–•‘–‹‡ǡ…‘•–ǡ

© 2016 APICS 1-344 Version 4.0, 2016 Edition

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 Section B: Design the Supply Chain

ƒ†•‘‘Ǥƒ††‹–‹‘ǡ•‘‡”‡“—‹”‡‡–•™‹ŽŽ…‘–”ƒ†‹…–‘–Š‡”
”‡“—‹”‡‡–•ǤŠ‡”‡ˆ‘”‡ǡ–Š‹•„‡…‘‡•ƒ’”‘…‡••‘ˆ•ƒ–‹•ˆ›‹‰ƒ•ƒ›
”‡“—‹”‡‡–•ƒ•‹•ˆ‡ƒ•‹„Ž‡Ǥ–‹•‘ˆ–‡†‡•…”‹„‡†ƒ•ƒ’”‘…‡••‘ˆ
•‡’ƒ”ƒ–‹‰‡‡†•ˆ”‘™ƒ–•Ǥ

ƒ…Š”‡“—‹”‡‡–•Š‘—Ž†„‡‡…‡••ƒ”›ƒ†–Š‡•‡–ƒ•ƒ™Š‘Ž‡•Š‘—Ž†„‡
•—ˆˆ‹…‹‡––‘†‡ˆ‹‡–Š‡’”‘Œ‡…–•…‘’‡Ǥ
‘‘†”‡“—‹”‡‡–•‡‡†–‘„‡
‡ƒ•—”ƒ„Ž‡ǡ‡ƒ‹‰–Šƒ–‹–•Š‘—Ž†„‡…Ž‡ƒ”Š‘™–‘•‡–ƒ……‡’–ƒ…‡
…”‹–‡”‹ƒˆ‘”‡ƒ…Š”‡“—‹”‡‡–Ǥ……‡’–ƒ…‡…”‹–‡”‹ƒƒ”‡–Š‡…‘†‹–‹‘•
…—•–‘‡”•™‹ŽŽ‡‡†–‘˜‡”‹ˆ›ƒ”‡’”‡•‡–„‡ˆ‘”‡–Š‡›™‹ŽŽƒ……‡’––Š‡
ˆ‹ƒŽ†‡Ž‹˜‡”ƒ„Ž‡•Ǥȋ—•–‘‡”•ƒ”‡Š‡”‡„”‘ƒ†Ž›†‡ˆ‹‡†ƒ•–Š‡”‡…‹’‹‡–
‘ˆ–Š‡’”‘Œ‡…–†‡Ž‹˜‡”ƒ„Ž‡•Ǣ–Š‡›…‘—Ž†„‡‹–‡”ƒŽ–‘–Š‡‘”‰ƒ‹œƒ–‹‘ǤȌ

…‡ƒ•‡–‘ˆ”‡“—‹”‡‡–•‹•ƒ‰”‡‡†—’‘„›ƒŽŽ†‡…‹•‹‘Ǧƒ‡”•
‹…Ž—†‹‰–Š‡…—•–‘‡”ǡ–Š‡‡š–•–‡’‹•–‘ˆ‘”ƒŽ‹œ‡–Š‡‹–‘ƒ™‘”
„”‡ƒ†‘™•–”—…–—”‡ȋȌǤŠ‡PMBOK® Guide†‡ˆ‹‡•ƒWBSƒ•Dzƒ
Š‹‡”ƒ”…Š‹…ƒŽ†‡…‘’‘•‹–‹‘‘ˆ–Š‡–‘–ƒŽ•…‘’‡‘ˆ™‘”–‘„‡…ƒ””‹‡†‘—–
„›–Š‡’”‘Œ‡…––‡ƒ–‘ƒ……‘’Ž‹•Š–Š‡’”‘Œ‡…–‘„Œ‡…–‹˜‡•ƒ†…”‡ƒ–‡–Š‡
”‡“—‹”‡††‡Ž‹˜‡”ƒ„Ž‡•Ǥdz

Š‡ˆ‘…—•‡•‘™Šƒ–™‹ŽŽ„‡…”‡ƒ–‡†‘”‡–ŠƒŠ‘™‹–™‹ŽŽ„‡
…”‡ƒ–‡†Ǥ–Ž‘‘•Ž‹‡ƒ‘”‰ƒ‹œƒ–‹‘ƒŽ…Šƒ”–™‹–Š–Š‡’”‘Œ‡…–ƒ––Š‡–‘’
ƒ†ƒŒ‘”…ƒ–‡‰‘”‹‡•‘ˆ†‡Ž‹˜‡”ƒ„Ž‡…‘’‘‡–•Ž‹•–‡†„‡Ž‘™‹–Ǥ ‘”
‡ƒ…Š…‘’‘‡–ǡ–Š‡™‘”‹•ˆ—”–Š‡”„”‘‡†‘™‹–‘•—„…‘’‘‡–•Ǥ
Š‡Ž‘™‡•–Ž‡˜‡Ž™‹ŽŽ„‡‹–‡•–Šƒ–ƒ”‡„‡•–’Žƒ‡†•‡’ƒ”ƒ–‡Ž›ǤŠ‡‹†‡ƒ
‹•–‘†‹˜‹†‡—’–Š‡™‘”‹–‘ƒƒ‰‡ƒ„Ž‡’ƒ”–•Ǥˆ‹–…ƒ„‡’Žƒ‡†‘”
‡š‡…—–‡†‹†‡’‡†‡–Ž›ǡ‹–‹•ƒ‰‘‘†„‡––Šƒ––Š‹••Š‘—Ž†„‡‹–•‘™
‹–‡Ǥ’Ž‹––‹‰—’™‘”‹–‘—‹–••ƒŽŽ‡”–Šƒ–Š‹•™‘—Ž†ƒ††
…‘’Ž‡š‹–›™‹–Š‘—–‹’”‘˜‹‰–Š‡ƒ„‹Ž‹–›–‘’ŽƒǤŠ‡‹•ƒƒ’‘ˆ
ͳͲͲ’‡”…‡–‘ˆ–Š‡™‘”–Šƒ–™‹ŽŽ„‡†‘‡‘–Š‡’”‘Œ‡…–Ǥˆ‹–‹•ǯ–‘–Š‡
ǡ‹–‹•ǯ–„‡‹‰†‘‡Ǥ

—•‡•Š‹‡”ƒ”…Š‹…ƒŽŽƒ„‡Ž•–‘•Š‘™Š‘™…‘’‘‡–•‹–‡””‡Žƒ–‡
ƒ†–Š‡‹”Ž‡˜‡Ž‹–Š‡Š‹‡”ƒ”…Š›Ǥˆ–Š‡–‘’Ž‡˜‡Žȋ’”‘Œ‡…–Ȍ‹•Žƒ„‡Ž‡†ƒ•ͳǡ
–Š‡–Š‡‡š–Ž‡˜‡Ž‹•‰‹˜‡ƒƒ††‹–‹‘ƒŽ†‡…‹ƒŽ’Žƒ…‡ǡ•—…Šƒ•ͳǤͳǡͳǤʹǡ
ͳǤ͵ǡ‡–…ǤˆͳǤʹŠƒ••—„…‘’‘‡–•ǡ–Š‡›ƒ”‡‰‹˜‡ƒƒ††‹–‹‘ƒŽ†‡…‹ƒŽ
’Žƒ…‡ǡŽ‹‡ͳǤʹǤͳǡͳǤʹǤʹǡƒ†•‘‘ǤšŠ‹„‹–ͳǦ͸ͷ‘–Š‡‡š–’ƒ‰‡•Š‘™•ƒ
‡šƒ’Ž‡‘ˆƒˆ‘”ƒ…‘˜‡›‘”„‡Ž–’”‘Œ‡…–Ǥ

…‡–Š‡ƒ†‘–Š‡”•…‘’‡†‡•…”‹’–‹‘†‘…—‡–•ƒ”‡…‘’Ž‡–‡ƒ†
ƒ’’”‘˜‡†ǡ–Š‡›„‡…‘‡–Š‡•…‘’‡„ƒ•‡Ž‹‡Ǥ



© 2016 APICS 1-345 Version 4.0, 2016 Edition

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Module 1: Supply Chain Design

Exhibit 1-65: Work Breakdown Structure (Conveyor Belt Example)

1
Conveyor Belt

1.7
1.4 1.5 1.6
1.1 1.2 1.3 Project
Entry/Exit Routing Integra-
Assembly Sensors Sorters Manage-
Chutes Software tion
ment

1.1.1 1.3.1 1.6.1

Frame Sorter Arms Concept

1.3.2
1.1.2 1.6.2
Sorter
Rollers Design
Hydraulics

1.1.3 1.6.3
Belt Assembly

1.1.4 1.6.4
Motors Testing

1.6.4.1
Component
Test

1.6.4.2
Live Test

1.6.4.3
Customer
Acceptance



Project schedule Š‡’”‘Œ‡…–•…Š‡†—Ž‡†‡ˆ‹‡•–Š‡ƒ…–‹˜‹–‹‡•–Šƒ–‡‡†–‘„‡†‘‡–‘
…‘’Ž‡–‡–Š‡•…‘’‡ǡ’Žƒ…‡•–Š‡ƒ…–‹˜‹–‹‡•‹–Š‡‘”†‡”‹™Š‹…Š–Š‡›‡‡†
–‘„‡†‘‡ǡ‡•–‹ƒ–‡•”‡•‘—”…‡•–‘„‡—•‡†ˆ‘”‡ƒ…Šƒ…–‹˜‹–›ǡƒ†‡•–‹ƒ–‡•
Š‘™Ž‘‰‡ƒ…Šƒ…–‹˜‹–›™‹ŽŽ–ƒ‡ǤŠ‡‘”†‡”‘ˆ–Š‡•‡•–‡’•‹•‹’‘”–ƒ–Ǥ ‘”
‡šƒ’Ž‡ǡ„‡ˆ‘”‡„‡‹‰ƒ„Ž‡–‘‡•–‹ƒ–‡ƒ…–‹˜‹–›†—”ƒ–‹‘•ǡ–Š‡’”‘Œ‡…–
ƒƒ‰‡”ˆ‹”•–‡‡†•–‘‘™Š‘™ƒ›”‡•‘—”…‡•ȋ‡Ǥ‰Ǥǡ–‡ƒ‡„‡”•Ȍ
™‹ŽŽ„‡ƒ••‹‰‡†–‘–Š‡ƒ…–‹˜‹–›ƒ†–Š‡‹”Ž‡˜‡Ž‘ˆ‡š’‡”–‹•‡ǡ•‹…‡–Š‡•‡™‹ŽŽ
‰”‡ƒ–Ž›‹’ƒ…––Š‡†—”ƒ–‹‘‘ˆ–Š‡ƒ…–‹˜‹–›Ǥ


© 2016 APICS 1-346 Version 4.0, 2016 Edition

All rights reserved Printed on 100% post-consumer waste recycled paper.
 Section B: Design the Supply Chain

Š‡’”‘Œ‡…–ƒƒ‰‡”ˆ‹”•–†‡ˆ‹‡•ƒ…–‹˜‹–‹‡•–Šƒ–ƒ”‡‡‡†‡†–‘…”‡ƒ–‡‡ƒ…Š
‹–‡‘–Š‡ǤŠ‡…‘–ƒ‹•‘ƒ…–‹˜‹–‹‡•Ǥ‡‘”‘”‡ƒ…–‹˜‹–‹‡•
ƒ›„‡‡‡†‡†–‘ƒ……‘’Ž‹•Š‡ƒ…Š‹–‡Ǥƒ…–‹˜‹–›‹•ƒ†‹•–‹…–
‡Ž‡‡–‘ˆ™‘”–Šƒ–…‘–”‹„—–‡•–‘–Š‡…‘’Ž‡–‹‘‘ˆƒ†‡Ž‹˜‡”ƒ„Ž‡ƒ†
…ƒ„‡•…Š‡†—Ž‡†ƒ†„—†‰‡–‡†Ǥ

…‡ƒŽŽƒ…–‹˜‹–‹‡•ƒ”‡†‡ˆ‹‡†ǡ–Š‡›…ƒ„‡’Žƒ…‡†‹•‡“—‡…‡ǤŠ‡
’‘••‹„Ž‡ǡ–Š‡’”‘Œ‡…–ƒƒ‰‡”™‹ŽŽƒ””ƒ‰‡ˆ‘”ƒ…–‹˜‹–‹‡•–‘„‡†‘‡
…‘…—””‡–Ž›‹ˆ–Š‡›†‘ǯ–†‡’‡†‘–Š‡…‘’Ž‡–‹‘‘ˆ‘–Š‡”ƒ…–‹˜‹–‹‡•‘”
Šƒ˜‡”‡•‘—”…‡…‘ˆŽ‹…–•Ǥ‘–Š‡”…ƒ•‡•ǡ•‘‡ƒ…–‹˜‹–‹‡•…ƒ’ƒ”–Ž›‘˜‡”Žƒ’Ǥ
…–‹˜‹–‹‡•–Šƒ–—•–„‡†‘‡‹•‡“—‡…‡ȋ‡Ǥ‰Ǥǡ’‘—”‹‰–Š‡ˆ‘—†ƒ–‹‘
„‡ˆ‘”‡„—‹Ž†‹‰–Š‡™ƒŽŽȌƒ”‡ƒ””ƒ‰‡†ƒ••—…ŠǤ

•–‹ƒ–‹‰ƒ…–‹˜‹–›”‡•‘—”…‡•‹˜‘Ž˜‡•†‡–‡”‹‹‰–Š‡“—ƒ–‹–›‘ˆŽƒ„‘”
ƒ†Ž‡˜‡Ž‘ˆ‡š’‡”–‹•‡–Šƒ–‹•”‡“—‹”‡†–‘…‘’Ž‡–‡‡ƒ…Šƒ…–‹˜‹–›Ǥ ‘”
‡šƒ’Ž‡ǡ–Š‹•…‘—Ž†„‡ͳͲͲŠ‘—”•‘ˆ‡š’‡”–Žƒ„‘”ǤŠ‡’”‘Œ‡…–ƒƒ‰‡”
…ƒ†‡–‡”‹‡‹ˆ–Š‡•‡™‹ŽŽ„‡ƒŽŽ‘‡’‡”•‘ǯ•‡ˆˆ‘”–•‘”‹ˆ–™‘‘”‘”‡
’‡‘’Ž‡…ƒ•‹—Ž–ƒ‡‘—•Ž›™‘”‘–Š‡ƒ…–‹˜‹–›ǤŠ‡’”‘Œ‡…–ƒƒ‰‡”
ˆƒ…–‘”•‹™‡‡‡†•ƒ†Š‘Ž‹†ƒ›•ƒ†‘–Š‡”™‘”ƒ˜ƒ‹Žƒ„‹Ž‹–›‹••—‡•Ǥ

‡š–ǡ–Š‡’”‘Œ‡…–ƒƒ‰‡”…ƒŽ…—Žƒ–‡•ƒ…–‹˜‹–›†—”ƒ–‹‘•ǤŠ‡–‘–ƒŽ’”‘Œ‡…–
†—”ƒ–‹‘‹•–Š‡Š‘™Ž‘‰‹–™‹ŽŽ–ƒ‡–‘†‘–Š‡Ž‘‰‡•–•–”‹‰‘ˆƒ…–‹˜‹–‹‡•
–Šƒ–‡‡†–‘„‡†‘‡•‡“—‡–‹ƒŽŽ›ǤŠ‹•‹•–Š‡•Š‘”–‡•–’‘••‹„Ž‡’”‘Œ‡…–
†—”ƒ–‹‘ƒ†‹•…ƒŽŽ‡†–Š‡…”‹–‹…ƒŽ’ƒ–ŠǤ

ˆ–‡–‹‡•ǡ–Š‡”‡™‹ŽŽ„‡ƒ…‘•–”ƒ‹–‘–‹‡ǡ‹‘–Š‡”™‘”†•ǡƒŠƒ”†
†‡ƒ†Ž‹‡–‘‡‡–ǤŠ‡–Š‹•‹•–Š‡…ƒ•‡ǡ’”‘Œ‡…–ƒƒ‰‡”•ƒ›‡‡†–‘
”‡ƒ””ƒ‰‡•‘‡ƒ††‹–‹‘ƒŽƒ…–‹˜‹–‹‡•–‘ƒŽŽ‘™–Š‡–‘„‡†‘‡
…‘…—””‡–Ž›ȋ…ƒŽŽ‡†ˆƒ•––”ƒ…‹‰Ȍ™Š‡’‘••‹„Ž‡‘”™‹ŽŽƒ††™‘”‡”•‘
ƒ…–‹˜‹–‹‡•–‘•Š‘”–‡–Š‡‹”†—”ƒ–‹‘ȋ…ƒŽŽ‡†…”ƒ•Š‹‰Ȍƒ•‹•ˆ‡ƒ•‹„Ž‡ˆ”‘ƒ
…‘•–ƒ†Š—ƒ”‡•‘—”…‡•’‡”•’‡…–‹˜‡ǤŠ‡•‡…Šƒ‰‡•ƒ›”‡•—Ž–‹ƒ
‡™ƒ†•Š‘”–‡”…”‹–‹…ƒŽ’ƒ–Š„—––Š‡”‡ƒ›„‡ƒ‡‡†ˆ‘”ƒ††‹–‹‘ƒŽ–‡ƒ
‡„‡”•ƒ†Ȁ‘”‹…”‡ƒ•‡†…‘•–•–‘ƒ…Š‹‡˜‡–Š‹••Š‘”–‡”•…Š‡†—Ž‡Ǥ

”‘Œ‡…–•…Š‡†—Ž‡•ƒ†„—†‰‡–•ƒ”‡‘ˆ–‡ƒƒ‰‡†—•‹‰’”‘Œ‡…–
ƒƒ‰‡‡–•‘ˆ–™ƒ”‡Ǥ‹…”‘•‘ˆ–”‘Œ‡…–‹•ƒ‡šƒ’Ž‡ǤŠ‹••‘ˆ–™ƒ”‡•–‹ŽŽ
”‡“—‹”‡•’”‘Œ‡…–ƒƒ‰‡”•–‘ƒ……—”ƒ–‡Ž›‡•–‹ƒ–‡†—”ƒ–‹‘•ƒ†…‘•–•ǡ’—–
ƒ…–‹˜‹–‹‡•‹–Š‡…‘””‡…–•‡“—‡…‡ǡƒ†•’‡…‹ˆ›™Š‡–Š‡”•‘‡ƒ…–‹˜‹–‹‡•…ƒ
‘˜‡”Žƒ’ƒ†•‘‘ǡ„—–‹–†‘‡•ƒ—–‘ƒ–‡ƒ›‘ˆ–Š‡‘–Š‡”’”‘Œ‡…–
ƒƒ‰‡‡–ƒ…–‹˜‹–‹‡•ǡ•—…Šƒ•”‡ƒ””ƒ‰‹‰–Š‡”‡•–‘ˆ–Š‡•…Š‡†—Ž‡™Š‡
•‘‡–Š‹‰‹•‘˜‡†‘”ƒ‡•–‹ƒ–‡ˆ‘”ƒ’ƒ”–‹…—Žƒ”ƒ…–‹˜‹–›‹•—’†ƒ–‡†Ǥ
Š‡ˆ‹ƒŽ•…Š‡†—Ž‡…ƒ„‡˜‹‡™‡†ƒ•ƒ
ƒ––…Šƒ”–ǡ™Š‹…Š‹•ƒ‡ƒ•›Ǧ–‘Ǧ
—†‡”•–ƒ†™ƒ›–‘•Š‘™Š‘™ƒ…–‹˜‹–‹‡•‹–‡”ƒ…–ƒ†‘˜‡”Žƒ’‘˜‡”–‹‡Ǥ
šŠ‹„‹–ͳǦ͸͸•Š‘™•ƒ‡šƒ’Ž‡‘ˆƒ
ƒ––…Šƒ”–’”‘†—…‡†‹‹…”‘•‘ˆ–
”‘Œ‡…–ǡ—•‹‰–Š‡•ƒ‡‡šƒ’Ž‡…‘˜‡›‘”„‡Ž–’”‘Œ‡…–‡šƒ’Ž‡Ǥ

© 2016 APICS 1-347 Version 4.0, 2016 Edition

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Module 1: Supply Chain Design

Exhibit 1-66: Project Schedule (Gantt Chart View) for Conveyor Belt Project

…‡–Š‡•…Š‡†—Ž‡‹•ƒ’’”‘˜‡†ǡ‹–„‡…‘‡•–Š‡•…Š‡†—Ž‡„ƒ•‡Ž‹‡Ǥ

Project budget Š‡’”‘Œ‡…–„—†‰‡–‹•‘ˆ–‡†‡˜‡Ž‘’‡†ƒ––Š‡•ƒ‡–‹‡ƒ•–Š‡•…Š‡†—Ž‡
•‹…‡‡ƒ…Šƒˆˆ‡…–•–Š‡‘–Š‡”‘‡ƒ•–Š‡’”‹‘”‡šƒ’Ž‡•‘ˆ…”ƒ•Š‹‰ƒ†
ˆƒ•––”ƒ…‹‰†‡‘•–”ƒ–‡†Ǥ‘•–•ƒ”‡‡•–‹ƒ–‡†ˆ”‘–Š‡„‘––‘—’
•–ƒ”–‹‰ƒ––Š‡ƒ…–‹˜‹–›Ž‡˜‡ŽǤŠ‡…‘•–‘ˆ–Š‡ƒ–‡”‹ƒŽ•ƒ†”‡•‘—”…‡•‹•
‡•–‹ƒ–‡†ˆ‘”‡ƒ…Šƒ…–‹˜‹–›ǡƒ†–Š‡–Š‡•‡…‘•–•ƒ”‡”‘ŽŽ‡†—’
ȋƒ‰‰”‡‰ƒ–‡†Ȍ–‘†‡–‡”‹‡–Š‡„—†‰‡–Ǥ•™‹–Š–Š‡•…Š‡†—Ž‡ǡ‘ˆ–‡–Š‹•
”‡•—Ž–•‹…‘•–•–Šƒ–ƒ”‡—ƒ……‡’–ƒ„Ž‡–‘…‘•–…‘•–”ƒ‹–•Ǥ––Šƒ–’‘‹–ǡ
–Š‡’”‘Œ‡…–ƒƒ‰‡”…ƒ™‘”‘–Š‡’”‘Œ‡…–„—†‰‡–ˆ”‘–Š‡–‘’†‘™ǡ
•–ƒ”–‹‰™‹–Š–Š‡…‘•–…‘•–”ƒ‹–‘”–ƒ”‰‡–„—†‰‡–ƒ†–Š‡†‡–‡”‹‹‰
™Š‡–Š‡”‹–‹•ˆ‡ƒ•‹„Ž‡–‘‰‡––Š‡•ƒ‡™‘”†‘‡ˆ‘”Ž‡••„›—•‹‰ˆ‡™‡”
”‡•‘—”…‡•ȋƒ†Ž‹‡Ž›ƒŽ‘‰‡”•…Š‡†—Ž‡Ȍ‘”‹ˆ–Š‡’”‘Œ‡…–•…‘’‡‡‡†•–‘
„‡ƒ†Œ—•–‡†–‘ˆ‹–™‹–Š‹–Š‡ƒ˜ƒ‹Žƒ„Ž‡„—†‰‡–Ǥ

Š‡’”‘Œ‡…–ƒƒ‰‡”ǯ•”‡•’‘•‹„‹Ž‹–›‹•–‘’”‘†—…‡ƒˆ‡ƒ•‹„Ž‡„—†‰‡–ƒ†
•…Š‡†—Ž‡Ǥ‰”‡‡‹‰–‘ƒ’”‘Œ‡…–™‹–Šƒ„—†‰‡–‘”•…Š‡†—Ž‡–Šƒ–‹••—”‡–‘
„‡‡š…‡‡†‡†‹•ƒ•—”‡™ƒ›–‘ˆƒ‹Ž„‡ˆ‘”‡–Š‡’”‘Œ‡…–‡˜‡•–ƒ”–•ǤŠ‡
’”‘Œ‡…–ƒƒ‰‡”™‹ŽŽ„‡Š‡Ž†ƒ……‘—–ƒ„Ž‡ˆ‘”ƒ…Š‹‡˜‹‰–Š‡•…Š‡†—Ž‡ƒ†
„—†‰‡–ǡƒ†–Š‡”‡ˆ‘”‡—•–’—•Š„ƒ…™Š‡’”‘Œ‡…–•’‘•‘”•‘”‘–Š‡”•
‹•‹•–ƒ’”‘Œ‡…–…ƒ„‡†‘‡ˆ‘”Ž‡••–Šƒ–Š‡„‡•–’Žƒ‹‰‡•–‹ƒ–‡Ǥˆ
–Š‡•…‘’‡ƒ†•…Š‡†—Ž‡‘”‘–Š‡”…‘•–”ƒ‹–•…ƒ‘–„‡ƒŽ–‡”‡†ǡ–Š‡‹–‹•
–Š‡’”‘Œ‡…–ƒƒ‰‡”ǯ•”‡•’‘•‹„‹Ž‹–›–‘•‡…—”‡–Š‡‡…‡••ƒ”›ƒ††‹–‹‘ƒŽ
ˆ—†‹‰‘””‡ˆ—•‡–‘Ž‡ƒ†–Š‡’”‘Œ‡…–Ǥ

Š‡’”‘Œ‡…–„—†‰‡–ƒ†•…Š‡†—Ž‡™‹ŽŽ‡‡†–‘„‡”‡˜‹•‹–‡†‘…‡–Š‡‘–Š‡”
’”‘Œ‡…–’Žƒ‡Ž‡‡–•ƒ”‡ˆ‹‹•Š‡†Ǥ ‘”‡šƒ’Ž‡ǡ‘†—Ž‡͵ǡ‡…–‹‘ǡ

© 2016 APICS 1-348 Version 4.0, 2016 Edition

All rights reserved Printed on 100% post-consumer waste recycled paper.
 Section B: Design the Supply Chain

…‘–ƒ‹•ƒ‰”‡ƒ–†‡ƒŽ‘ˆ‹ˆ‘”ƒ–‹‘‘”‹•ƒƒ‰‡‡–ǡ—…Š‘ˆ™Š‹…Š
…ƒ„‡†‹”‡…–Ž›ƒ’’Ž‹‡†–‘’”‘Œ‡…–”‹•ƒƒ‰‡‡–ǤŠ‡–‹‡ƒ†…‘•–•
‹˜‘Ž˜‡†ˆ‘”ƒ›’Žƒ‡†”‹•”‡•’‘•‡•ƒ†•‘‘‡‡†–‘„‡ƒ††‡†–‘
–Š‡•…Š‡†—Ž‡ƒ†„—†‰‡–ǤŠ‹•‹•ƒŽ•‘–”—‡ˆ‘”“—ƒŽ‹–›ǡŠ—ƒ”‡•‘—”…‡•ǡ
…‘—‹…ƒ–‹‘•ǡ’”‘…—”‡‡–ǡƒ†•–ƒ‡Š‘Ž†‡”ƒƒ‰‡‡–Ǥ

…‡–Š‡„—†‰‡–‹•ƒ’’”‘˜‡†‹–„‡…‘‡•–Š‡…‘•–„ƒ•‡Ž‹‡Ǥ

Project Executing’”‘…‡••‡•ƒ”‡—•‡†–‘…‘’Ž‡–‡–Š‡™‘”†‡ˆ‹‡†‹–Š‡’”‘Œ‡…–
execution ƒƒ‰‡‡–’Žƒƒ•‡‡†‡†–‘ˆ—Žˆ‹ŽŽ–Š‡’”‘Œ‡…–‘„Œ‡…–‹˜‡•Ǥ

Š‡š‡…—–‹‰‰”‘—’Šƒ•ˆ‡™‡”’”‘…‡••‡•–ŠƒŽƒ‹‰ǡ„—–‹ˆƒ…––Š‡
Žƒ”‰‡•–’‘”–‹‘‘ˆ’”‘Œ‡…––‹‡ƒ†”‡•‘—”…‡•ƒ”‡•’‡–‹–Š‹•”‘…‡••

”‘—’ǡ•’‡…‹ˆ‹…ƒŽŽ›‹–Š‡direct and manage project work’”‘…‡••ǤŠ‡
’”‘Œ‡…–ƒƒ‰‡”‹–‡‰”ƒ–‡•ƒ†…‘‘”†‹ƒ–‡•–‡ƒƒ…–‹˜‹–‹‡•–‘‡•—”‡
’”‘Œ‡…–™‘”‹•‘˜‹‰ƒŽ‘‰•‘‘–ŠŽ›Ǥ‘†‘–Š‹•ǡ’”‘Œ‡…–ƒƒ‰‡”•‡‡†
–‘•‡‡–Š‡„‹‰’‹…–—”‡ƒ†Š‘™ƒŽŽ–Š‡’‹‡…‡•‹–‡”ƒ…–Ǥš‡…—–‹‰‹•™Š‡”‡
†ƒ–ƒ‹•…‘ŽŽ‡…–‡†ˆ‘”Žƒ–‡”ƒƒŽ›•‹•Ǥš‡…—–‹‰‹˜‘Ž˜‡•†‘‹‰“—ƒŽ‹–›ƒ—†‹–•
„‡…ƒ—•‡–Š‡•‡ƒ”‡ƒ—†‹–•‘ˆ–Š‡’”‘…‡••‡•ƒ•–Š‡›ƒ”‡„‡‹‰’‡”ˆ‘”‡†Ǥ
—ƒŽ‹–›ƒ—†‹–••Š‘™™Š‡–Š‡”’”‘…‡••‡•ƒ”‡‡ˆˆ‡…–‹˜‡ǡ‡ˆˆ‹…‹‡–ǡƒ†„‡‹‰
ƒ’’Ž‹‡†ƒ•‹–‡†‡†ǤŠ‡’”‘Œ‡…–ƒƒ‰‡”ƒ›‡‡†–‘ˆ‹Ž‡…Šƒ‰‡”‡“—‡•–•
†—”‹‰š‡…—–‹‰‹ˆ‡ˆˆ‘”–•‘”’”‘…‡••‡•‡‡†„‡––‡”…‘‘”†‹ƒ–‹‘Ǥ

Project Monitoring and Controlling’”‘…‡••‡•ƒ”‡”‡“—‹”‡†–‘
monitoring and i ”ƒ…ǡ”‡˜‹‡™ǡƒ†…‘–”‘Ž’”‘Œ‡…–’”‘‰”‡••ƒ†’‡”ˆ‘”ƒ…‡
controlling i †‡–‹ˆ›”‡“—‹”‡†…Šƒ‰‡•–‘–Š‡’Žƒ
i ‹–‹ƒ–‡–Š‡‡…‡••ƒ”›ƒ†ƒ’’”‘˜‡†…Šƒ‰‡•
i ‡”‹ˆ›–Šƒ–†‡Ž‹˜‡”ƒ„Ž‡•…‘ˆ‘”–‘•…‘’‡ƒ†”‡“—‹”‡‡–•ƒ†–Šƒ–
–Š‡…—•–‘‡”…ƒƒ……‡’––Š‡Ǥ

‘‹–‘”‹‰ƒ†‘–”‘ŽŽ‹‰‹•ƒ•’‡…‹ƒŽ”‘…‡••
”‘—’„‡…ƒ—•‡‹–”—•
ƒŽ‘‰•‹†‡–Š‡‘–Š‡”‰”‘—’•ǤŠ‡’”‘Œ‡…–ƒƒ‰‡””‡˜‹‡™•™‘”ƒ†…‘””‡…–•
…‘—”•‡†—”‹‰‹–‹ƒ–‹‰ǡŽƒ‹‰ǡš‡…—–‹‰ǡƒ†Ž‘•‹‰Ǥˆƒ’”‘Œ‡…–Šƒ•
—Ž–‹’Ž‡’Šƒ•‡•ǡ–Š‡’”‘Œ‡…–ƒƒ‰‡”ƒŽ•‘‹–‡‰”ƒ–‡•‘‹–‘”‹‰ƒ†
‘–”‘ŽŽ‹‰ƒ…”‘••–Š‡’Šƒ•‡•–‘…‘‘”†‹ƒ–‡‘˜‡”ƒŽŽ‡˜‡–•Ǥ

‹…‡‘‹–‘”‹‰ƒ†‘–”‘ŽŽ‹‰‹•ƒ‘˜‡”˜‹‡™’”‘…‡••ǡ‹–‡˜‡Ž‘’•–Š‡
‘–Š‡”’”‘…‡••‡•ǡ•–ƒ”–‹‰†—”‹‰‹–‹ƒ–‹‰ƒ†‡†‹‰†—”‹‰Ž‘•‹‰Ǥ
Š”‘—‰Š‘˜‡”•‹‰Š–ƒ†‡ƒ•—”‡‡–ǡ–Š‡’”‘Œ‡…–ƒƒ‰‡”ƒ†–‡ƒ…ƒ
”‡‰—Žƒ”Ž›…‘’ƒ”‡ƒ…–‹˜‹–‹‡•ƒ‰ƒ‹•–’Žƒ•ǡƒ••‡••–Š‡‡‡†ˆ‘”…‘—”•‡
…‘””‡…–‹‘‘””‡ˆ‹‡‡–ǡ’”‘’‘•‡•‘Ž—–‹‘•ƒ†ƒ••‡••–Š‡…‘•‡“—‡…‡•
‘ƒŽŽ’ƒ”–•‘ˆ–Š‡’”‘Œ‡…–ǡ‰‡–…Šƒ‰‡•ƒ’’”‘˜‡†ǡƒ‡…Šƒ‰‡•ǡƒ†˜‡”‹ˆ›
–Šƒ–…Šƒ‰‡•Šƒ˜‡„‡‡†‘‡…‘””‡…–Ž›ƒ†ƒ”‡‡ˆˆ‡…–‹˜‡Ǥˆ–Š‡…Šƒ‰‡™ƒ•

© 2016 APICS 1-349 Version 4.0, 2016 Edition

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Module 1: Supply Chain Design

‹’Ž‡‡–‡†‹…‘””‡…–Ž›ǡ™ƒ•ǯ–†‘‡ƒ–ƒŽŽǡ‘”‹•‹‡ˆˆ‡…–‹˜‡ǡƒ‘–Š‡”
ˆ‡‡†„ƒ…Ž‘‘’‹•–‘†‡–‡…––Š‡•‡•‹–—ƒ–‹‘•ƒ†‰‡––Š‡…Šƒ‰‡•†‘‡”‹‰Š–Ǥ

”‘…‡••ƒ—†‹–•ƒ”‡ƒ‡•’‡…‹ƒŽŽ›‹’‘”–ƒ–‘‹–‘”‹‰ƒ†‘–”‘ŽŽ‹‰
ƒ…–‹˜‹–›„‡…ƒ—•‡”‡˜‹‡™‹‰’”‘…‡••‡•ƒ•–Š‡›ƒ”‡‘……—””‹‰†—”‹‰Žƒ‹‰
ƒ†‡ƒ”Ž›‹š‡…—–‹‰…ƒ’”‡˜‡–’”‘„Ž‡•ˆ”‘‘……—””‹‰‹–Š‡ˆ‹”•–
’Žƒ…‡Ǥ•’‡…–‹‘‘ˆ†‡Ž‹˜‡”ƒ„Ž‡•ǡ™Š‹Ž‡‡…‡••ƒ”›ǡ‹•Ž‡••‡ˆˆ‹…‹‡–•‹…‡ƒ–
–Š‹•’‘‹–‘•–‘ˆ–Š‡‡š‡…—–‹‰‹•†‘‡ƒ†…‘””‡…–‹‘•™‘—Ž†”‡“—‹”‡
”‡™‘”Ǥ”‘„Ž‡•ƒ”‡—…Š‘”‡‡š’‡•‹˜‡ƒ†–‹‡…‘•—‹‰–‘ˆ‹š‹
Žƒ–‡”•–ƒ‰‡•Ǥ

‘–Š‡”™‘”†•ǡ‹–‹•„‡•––‘•’‡†‘•–‘ˆ›‘—”–‹‡‘‹ˆŽ—‡…‹‰–Š‡
ˆƒ…–‘”•–Šƒ–”‡•—Ž–‹…Šƒ‰‡•„‡‹‰‡…‡••ƒ”›–Šƒ‘ƒ‹‰‡…‡••ƒ”›
ˆ‹š‡•Ǥ‡…‘‡†‹‰’”‡˜‡–‹˜‡‘”…‘””‡…–‹‘ƒ…–‹‘„‡ˆ‘”‡’”‘„Ž‡•
‘……—”‹•ˆƒ”‘”‡…‘•–‡ˆˆ‡…–‹˜‡„‡…ƒ—•‡–Š‡”‡™‹ŽŽ„‡ˆ‡™‡”‹••—‡•–‘ˆ‹†
†—”‹‰‹•’‡…–‹‘•Ǥ

Š‡…Šƒ‰‡•ƒ”‡”‡“—‹”‡†ǡ–Š‡’”‘Œ‡…–ƒƒ‰‡”ƒƒŽ›œ‡•–Š‡‹’ƒ…–‘ˆ
–Š‡•‡…Šƒ‰‡•‘‘–Š‡”…‘•–”ƒ‹–••—…Šƒ•–‹‡ǡ…‘•–ǡƒ†“—ƒŽ‹–›ǡƒ†
”‡…‘‡†•ƒ•‘Ž—–‹‘–Šƒ–„ƒŽƒ…‡••–ƒ‡Š‘Ž†‡”‡‡†•–‘–Š‡†‡‰”‡‡
’‘••‹„Ž‡Ǥ

–‹•˜‹–ƒŽ–Šƒ––Š‡’”‘Œ‡…–ƒƒ‰‡”…ƒ”‡ˆ—ŽŽ›…‘–”‘Ž•…Šƒ‰‡•ƒ†ƒ˜‘‹†•
‡‡†Ž‡••…Šƒ‰‡Ǥ‡…‡••ƒ”›…Šƒ‰‡ȋ•…‘’‡…”‡‡’ȌŠƒ•…ƒ—•‡†
‹—‡”ƒ„Ž‡’”‘Œ‡…–•–‘‰‘ˆƒ”‘˜‡”„—†‰‡–ǡˆƒ”‘˜‡”•…Š‡†—Ž‡ǡƒ†
•‘‡–‹‡•–‘ˆƒ‹Ž‡–‹”‡Ž›Ǥ

Variance analysis Š‡‡›ƒ…–‹˜‹–›‹‘‹–‘”‹‰ƒ†‘–”‘ŽŽ‹‰‹•‡ƒ•—”‡‡–ǡƒ†
˜ƒ”‹ƒ…‡ƒƒŽ›•‹•‹•–Š‡‡›–‘‡ˆˆ‡…–‹˜‡‡ƒ•—”‡‡–Ǥƒ”‡†˜ƒŽ—‡
‡ƒ•—”‡‡–ȋȌ‹•ƒ–‡…Š‹“—‡–Šƒ–ƒŽŽ‘™•’”‘Œ‡…–ƒƒ‰‡”•–‘
‡ƒ•—”‡•…‘’‡ǡ•…Š‡†—Ž‡ǡƒ†…‘•–˜ƒ”‹ƒ…‡•Ǥ—•‡•–Š”‡‡‹’—–
‡ƒ•—”‡‡–•–‘’”‘†—…‡ƒŽƒ”‰‡—„‡”‘ˆ˜ƒ”‹ƒ…‡‡ƒ•—”‡‡–•ƒ†
”ƒ–‹‘•ǤŠ‡•‡‹’—–•ƒ”‡ƒ•ˆ‘ŽŽ‘™•ǡƒ•“—‘–‡†ˆ”‘–Š‡‰Ž‘••ƒ”›‘ˆ–Š‡
PMBOK Guide®.

Exhibit 1-67: Earned Value Measurement Inputs

Planned Value •The authorized budget assigned to scheduled work.

• The measure of work performed expressed in terms

Earned Value of budget authorized for that work.
• The realized cost incurred for the work performed on
Actual Cost an activity during a specific time period.

Source: A Guide to the Project Management Body of Knowledge (PMBOK® Guide), Fifth Edition.

© 2016 APICS 1-350 Version 4.0, 2016 Edition

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 Section B: Design the Supply Chain

Žƒ‡†˜ƒŽ—‡ȋȌ…ƒ„‡†‡–‡”‹‡†„›”‡ˆ‡””‹‰–‘–Š‡’”‘Œ‡…–
ƒƒ‰‡‡–’Žƒ•‹…‡‹–™‹ŽŽ•Š‘™Š‘™—…Š™‘”•Š‘—Ž†„‡†‘‡ƒ–
ƒ›‰‹˜‡’‘‹–†—”‹‰–Š‡’”‘Œ‡…–ȋ™‘”„—†‰‡–‡†–‘„‡†‘‡ˆ”‘
’‡”‹‘†–‘’‡”‹‘†…‘—Ž†˜ƒ”›ȌǤˆ–Š‡’”‘Œ‡…–Šƒ•‡“—ƒŽƒ‘—–•‘ˆ™‘”–‘
„‡†‘‡‹‡ƒ…Š’‡”‹‘†ǡ–Š‡ƒ•‹’Ž‡…ƒŽ…—Žƒ–‹‘…ƒ„‡—•‡†–‘
†‡–‡”‹‡Ǥ ‘”‡šƒ’Ž‡ǡ‹ˆ–Š‡’”‘Œ‡…–‹•–‘„—‹Ž†ˆ‘—”‹†‡–‹…ƒŽ™ƒŽŽ•ǡ
‘™‡‡͵‘ˆͶ‘ˆƒ̈́ʹǡͲͲͲ’”‘Œ‡…–„—†‰‡–ǡ–Š‡–Š‡…ƒŽ…—Žƒ–‹‘‹•ƒ•
ˆ‘ŽŽ‘™•ǣ

…Š‡†—Ž‡‘’Ž‡–‡†
 ൌ  š—†‰‡– ൌ Χ ൈ ̈́ʹǡͲͲͲ ൌ ̈́ͳǡͷͲͲ
‘–ƒŽ…Š‡†—Ž‡


ƒ”‡†˜ƒŽ—‡ȋȌ”‡“—‹”‡•ƒ‡•–‹ƒ–‡‘ˆƒ…–—ƒŽ’‡”…‡–…‘’Ž‡–‡Ǥˆ
–Šƒ–•ƒ‡™ƒŽŽ’”‘Œ‡…–™ƒ•„‡Š‹†•…Š‡†—Ž‡ƒ†‘Ž›Šƒ†–™‘™ƒŽŽ•
†‘‡„›–Š‡‡†‘ˆ™‡‡–Š”‡‡ǡ–Š‡…ƒŽ…—Žƒ–‹‘‹•ǣ

 ൌ —†‰‡–š…–—ƒŽ‡”…‡–‘’Ž‡–‡ ൌ ̈́ʹǡͲͲͲ ൈ ͷͲΨ ൌ ̈́ͳǡͲͲͲ

…–—ƒŽ…‘•–ȋȌ‹•–Š‡ƒ…–—ƒŽ‡š’‡•‡•‹…—””‡†–‘†ƒ–‡‘–Š‡’”‘Œ‡…–Ǥ
••—‡ˆ‘”–Š‡…‘–‹—‹‰‡šƒ’Ž‡„‡Ž‘™–Šƒ–ƒ…–—ƒŽ…‘•–•ƒ”‡̈́ͳǡʹͷͲ
ƒ•‘ˆ–Š‡‡†‘ˆ™‡‡͵Ǥ

Š‹Ž‡ƒ›—•‡ˆ—Ž”ƒ–‹‘•…ƒ„‡…ƒŽ…—Žƒ–‡†„ƒ•‡†‘–Š‡•‡‹’—–˜ƒŽ—‡•ǡ
–Š‹•†‹•…—••‹‘™‹ŽŽˆ‘…—•‘Œ—•––™‘‹’‘”–ƒ–˜ƒ”‹ƒ…‡•ƒ†–™‘
”‡Žƒ–‡†‹†‡š‡•ǣ•…Š‡†—Ž‡˜ƒ”‹ƒ…‡ȋȌƒ†…‘•–˜ƒ”‹ƒ…‡ȋȌǡƒ†
•…Š‡†—Ž‡’‡”ˆ‘”ƒ…‡‹†‡šȋȌƒ†…‘•–’‡”ˆ‘”ƒ…‡‹†‡šȋȌǤ
Š‡˜ƒ”‹ƒ…‡‡ƒ•—”‡‡–•ƒ”‡‡š’”‡••‡†‹‘‡–ƒ”›˜ƒŽ—‡•Ǥ
‡‰ƒ–‹˜‡˜ƒŽ—‡•ƒ”‡„ƒ†ȋ‡Ǥ‰Ǥǡ„‡Š‹†•…Š‡†—Ž‡‘”‘˜‡”„—†‰‡–ȌǢ’‘•‹–‹˜‡
˜ƒŽ—‡•ƒ”‡‰‘‘†Ǥ

Š‡ˆ‘ŽŽ‘™‹‰ˆ‘”—Žƒ•ƒ”‡—•‡†–‘…ƒŽ…—Žƒ–‡ƒ†ǤŠ‡‡šƒ’Ž‡•
…‘–‹—‡–Š‡•‹’Ž‡™ƒŽŽ„—‹Ž†‹‰’”‘Œ‡…–ǣ

 ൌ  െ  ൌ ̈́ͳǡͲͲͲ െ ̈́ͳǡͷͲͲ ൌ  െ̈́ͷͲͲ

 ൌ  െ  ൌ ̈́ͳǡͲͲͲ െ ̈́ͳǡʹͷͲ ൌ  െ̈́ʹͷͲ


Š‹•’”‘Œ‡…–‹•„‘–Š‘ˆˆ•…Š‡†—Ž‡ƒ†‘˜‡”„—†‰‡–ǡ„—–•‹…‡–Š‡’”‘Œ‡…–
ƒƒ‰‡”Šƒ•–™‘–›’‡•‘ˆ˜ƒ”‹ƒ…‡•ƒ†„‘–Šƒ”‡‡š’”‡••‡†‹‘‡–ƒ”›
–‡”•ǡ‹–‹•‡ƒ•›–‘•‡‡–Šƒ––Š‡•…Š‡†—Ž‡‹••—‡•ƒ”‡‘”‡•‹‰‹ˆ‹…ƒ–Ǥ
‡…ƒ—•‡–Š‡•‡˜ƒ”‹ƒ…‡•…ƒ„‡…ƒŽ…—Žƒ–‡†ƒ–ƒ›’‘‹–†—”‹‰ƒ’”‘Œ‡…–ǡ
’”‘Œ‡…–ƒƒ‰‡”•…ƒ…‘–”‘Ž•ƒŽŽ˜ƒ”‹ƒ…‡•ƒ•–Š‡›ƒ”‡‘……—””‹‰”ƒ–Š‡”

© 2016 APICS 1-351 Version 4.0, 2016 Edition

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Module 1: Supply Chain Design

–Šƒ™ƒ‹–‹‰—–‹ŽŽƒ–‡”–‘…‘””‡…–…‘—”•‡Ǥ‘””‡…–‹‰…‘—”•‡•‘‘‡”‹•„‘–Š
‘”‡‡ˆˆ‡…–‹˜‡ƒ†Ž‡••‡š’‡•‹˜‡–Šƒƒ––‡’–‹‰–‘†‘•‘Žƒ–‡”Ǥ

Š‡•ƒ‡–Š”‡‡‹’—–•…ƒƒŽ•‘„‡—•‡†–‘…”‡ƒ–‡‹†‡š˜ƒŽ—‡•ˆ‘”…‘•–ƒ†
•…Š‡†—Ž‡’‡”ˆ‘”ƒ…‡Ǥ‹†‡š‹•„ƒ•‹…ƒŽŽ›ƒ”ƒ–‹‘‹™Š‹…Š‘‡˜ƒŽ—‡‹•
†‹˜‹†‡†„›ƒ‘–Š‡”Ǥ‹†‡š‘””ƒ–‹‘‹•—•‡ˆ—Ž–‘…ƒŽ…—Žƒ–‡„‡…ƒ—•‡‹–…ƒ
„‡…‘’ƒ”‡†–‘‘–Š‡””ƒ–‹‘•”‡‰ƒ”†Ž‡••‘ˆ–Š‡•‹œ‡‘ˆ–Š‡ƒ‘—–•Ǥ‹‡ƒ
’‡”…‡–ƒ‰‡ǡ‹–‹•‡ƒ•›–‘•‡‡„›Š‘™—…Šƒ’”‘Œ‡…–‹•‘‘”‘ˆˆ„—†‰‡–‘”
•…Š‡†—Ž‡ǤŠ‡•ƒ‡‡šƒ’Ž‡•ƒ”‡—•‡†–‘‹ŽŽ—•–”ƒ–‡–Š‡–™‘–›’‡•‘ˆ
‹†‡š‡•ǡ–Š‡•…Š‡†—Ž‡’‡”ˆ‘”ƒ…‡‹†‡šȋȌƒ†–Š‡…‘•–’‡”ˆ‘”ƒ…‡
‹†‡šȋȌǣ

 ̈́ͳǡͲͲͲ
 ൌ ൌ ൌ ͲǤ͸͹‘”͸͹Ψ
 ̈́ͳǡͷͲͲ

 ̈́ͳǡͲͲͲ
 ൌ ൌ ൌ ͲǤͺ‘”ͺͲΨ
 ̈́ͳǡʹͷͲ

•‹‰ƒ†ǡ™‡…ƒ•‡‡„›Š‘™—…Š–Š‹•’”‘Œ‡…–‹•‘ˆˆ•…Š‡†—Ž‡

ƒ†‘ˆˆ„—†‰‡–Ǥ‡••–ŠƒͳǤͲ‘”ͳͲͲ’‡”…‡–•Š‘™•ƒ’”‘Œ‡…–‹•‘ˆˆ
•…Š‡†—Ž‡‘”„—†‰‡–ǤƒŽ—‡•‰”‡ƒ–‡”–ŠƒͳǤͲ‘”ͳͲͲ’‡”…‡–‡ƒ–Š‡
’”‘Œ‡…–‹•ƒŠ‡ƒ†‘ˆ•…Š‡†—Ž‡‘”—†‡”„—†‰‡–Ǥ

Project closure Closing‹…Ž—†‡•ˆ‘”ƒŽˆ‹ƒŽ‹œƒ–‹‘’”‘…‡••‡•’‡”ˆ‘”‡†ˆ‘”ƒŽŽ
ƒ…–‹˜‹–‹‡•ƒ…”‘••ƒŽŽ”‘…‡••
”‘—’•ǣ
i ƒ†‹‰–Š‡’”‘†—…–ǡ•‡”˜‹…‡ǡ‘””‡•—Ž–‘˜‡”–‘–Š‡…—•–‘‡”ƒ†
•—’’‘”–‹‰ƒ–”ƒ•‹–‹‘‹–‘‘’‡”ƒ–‹‘•ƒ•‡…‡••ƒ”›Ǥ
i ‘’Ž‡–‹‰ƒ†‹‹•–”ƒ–‹˜‡–ƒ••Ǥ
i š‡…—–‹‰ˆ‹ƒŽ’ƒ›‡–•–‘…‘–”ƒ…–‘”•Ǥ
i Ž‘•‹‰‘—–’”‘…—”‡‡–…‘–”ƒ…–•Ǥ
i ”‘˜‹†‹‰ƒˆ‹ƒŽ”‡’‘”––‘–Š‡’”‘Œ‡…–•’‘•‘”ƒ†•–ƒ‡Š‘Ž†‡”•Ǥ
i ‘‹‰‹†‹˜‹†—ƒŽƒ†–‡ƒ’‡”ˆ‘”ƒ…‡”‡˜‹‡™•Ǥ
i ‡Ž‡ƒ•‹‰–‡ƒ‡„‡”•Ǥ
i
‘‹‰‘˜‡”DzŽ‡••‘•Ž‡ƒ”‡†dzˆ”‘–Š‡’”‘Œ‡…–ƒ†—’†ƒ–‹‰
‘”‰ƒ‹œƒ–‹‘ƒŽ’”‘…‡••ƒ••‡–•Ǥ
i ”…Š‹˜‹‰’”‘Œ‡…–†‘…—‡–•ƒ†’Žƒ•Ǥ

…‡ƒŽŽ‘ˆ–Š‹•‹•…‘’Ž‡–‡ǡ–Š‡’”‘Œ‡…–ƒƒ‰‡”‘ˆˆ‹…‹ƒŽŽ›‹†‹…ƒ–‡•–Šƒ–
–Š‡’”‘Œ‡…–‹•…‘’Ž‡–‡Ǥ”‘Œ‡…–•‘”’Šƒ•‡•ƒ”‡ˆ‘”ƒŽŽ›…Ž‘•‡†‡˜‡‹ˆ
–Š‡›ƒ”‡–‡”‹ƒ–‡†‡ƒ”Ž›‘”ƒ”‡’‘•–’‘‡†‹†‡ˆ‹‹–‡Ž›Ǥ


© 2016 APICS 1-352 Version 4.0, 2016 Edition

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 Section B: Design the Supply Chain

Progress Check
Š‡ˆ‘ŽŽ‘™‹‰“—‡•–‹‘•ƒ”‡‹…Ž—†‡†ƒ••–—†›ƒ‹†•ƒ†ƒ›‘–ˆ‘ŽŽ‘™–Š‡ˆ‘”ƒ–—•‡†ˆ‘”
“—‡•–‹‘•‹–Š‡‡šƒ‹ƒ–‹‘Ǥ ‡ƒ†‡ƒ…Š“—‡•–‹‘ƒ†”‡•’‘†‹–Š‡•’ƒ…‡’”‘˜‹†‡†Ǥ
•™‡”•ƒ†’ƒ‰‡”‡ˆ‡”‡…‡•ƒ’’‡ƒ”‘–Š‡’ƒ‰‡ˆ‘ŽŽ‘™‹‰–Š‡’”‘‰”‡••…Š‡…“—‡•–‹‘•Ǥ

ͳǤ ‘™…ƒ‰ƒ–Š‡”‹‰•–ƒ‡Š‘Ž†‡”…‘—‹…ƒ–‹‘”‡“—‹”‡‡–•’”‘‘–‡ƒ…Š‹‡˜‹‰’”‘Œ‡…–
‘„Œ‡…–‹˜‡•ǫ
ȋ Ȍ ƒǤ
‹˜‡•ƒ„‡––‡”—†‡”•–ƒ†‹‰‘ˆ•–ƒ‡Š‘Ž†‡”•ǯ’‡”•’‡…–‹˜‡•
ȋ Ȍ „Ǥ …”‡ƒ•‡•‡ˆˆ‹…‹‡…›„›•Š‘™‹‰Š‘™–‘…‘—‹…ƒ–‡‹–Š‡•ƒ‡™ƒ›–‘ƒŽŽ
•–ƒ‡Š‘Ž†‡”•
ȋ Ȍ …Ǥ …”‡ƒ•‡•‡ˆˆ‡…–‹˜‡‡••‘ˆ•–ƒ‡Š‘Ž†‡”•„‡…ƒ—•‡‹–…ƒ’–—”‡•–Š‡‹”‘—–•–ƒ†‹‰
‹••—‡•
ȋ Ȍ †Ǥ ‡Ž’•ƒš‹‹œ‡–Š‡‹ˆ‘”ƒ–‹‘’”‘˜‹†‡†–‘‡ƒ…Š•–ƒ‡Š‘Ž†‡”

ʹǤ ”—‡‘”ˆƒŽ•‡ǫŠ‡…‘—‹…ƒ–‹‘’”‘…‡••‹˜‘Ž˜‡•‡…‘†‹‰ƒ‹–‡†‡†‡ƒ‹‰‹–‘ƒ
‡••ƒ‰‡ƒ†–Š‡”‡…‡‹˜‹‰ƒ††‡…‘†‹‰‘ˆ–Š‡‡••ƒ‰‡‹–‘’‡”…‡‹˜‡†‡ƒ‹‰Ǥ
ȋ Ȍ ƒǤ ”—‡
ȋ Ȍ „Ǥ ƒŽ•‡

͵Ǥ ˆ–Š‡”‡ƒ”‡ͷ’‡‘’Ž‡‘–Š‡’”‘Œ‡…––‡ƒƒ†Ͷƒ††‹–‹‘ƒŽ‹†‡–‹ˆ‹‡†•–ƒ‡Š‘Ž†‡”•ǡŠ‘™ƒ›
…‘—‹…ƒ–‹‘…Šƒ‡Ž•ƒ”‡–Š‡”‡ǫ
ȋ Ȍ ƒǤ ͷ
ȋ Ȍ „Ǥ 9
ȋ Ȍ …Ǥ 36
ȋ Ȍ †Ǥ 72

ͶǤ Š‹…Š‘ˆ–Š‡ˆ‘ŽŽ‘™‹‰‹•–”—‡‘ˆ’”‘Œ‡…–•ǫ
ȋ Ȍ ƒǤ ”‘Œ‡…–•…ƒŠƒ˜‡ƒ‘‰‘‹‰ǡ‹†‡ˆ‹‹–‡…Šƒ”–‡”Ǥ
ȋ Ȍ „Ǥ ”‘Œ‡…–•ƒ”‡‘‡Ǧ–‹‡ǡ—‹“—‡•‡–•‘ˆ‡˜‡–•Ǥ
ȋ Ȍ …Ǥ ”‘Œ‡…–•‡’Ž‘›’‡”ƒ‡––‡ƒ•Ǥ
ȋ Ȍ †Ǥ ”‘Œ‡…–•ƒ”‡…Ž‡ƒ”Ž›†‹•–‹…–ˆ”‘ƒ††‘‘–‘˜‡”Žƒ’™‹–Š‘–Š‡”™‘”Ǥ

ͷǤ Šƒ–ƒ”‡–Š‡”‘…‡••
”‘—’•ǡ‹–Š‡…‘””‡…–‘”†‡”ǡƒ•†‡ˆ‹‡†‹–Š‡PMBOK® Guideǫ
 ȋ Ȍ ƒǤ Žƒ‹‰ǡš‡…—–‹‰ǡŠ‡…‹‰ǡ’Ž‡‡–‹‰ǡ‘’Ž‡–‹‘
 ȋ Ȍ „Ǥ ‹–‹ƒ–‹‰ǡŽƒ‹‰ǡš‡…—–‹‰ǡ‘‹–‘”‹‰ƒ†‘–”‘ŽŽ‹‰ǡŽ‘•‹‰
 ȋ Ȍ …Ǥ ‹–‹ƒ–‡ǡ‡”ˆ‘”–‡‰”ƒ–‹‘ǡ‡”ˆ‘””‘Œ‡…–Žƒ‹‰ǡ’Ž‡‡–ƒ–‹‘ǡŽ‘•‹‰
 ȋ Ȍ †Ǥ ”‘Œ‡…–Šƒ”–‡”ǡ”‘Œ‡…–Žƒǡš‡…—–‹‘ǡ‘‹–‘”‹‰ǡ—”‘˜‡”‘ˆ‡Ž‹˜‡”ƒ„Ž‡•

͸Ǥ —”‹‰™Š‹…Š”‘…‡••
”‘—’‹•–Š‡ƒŒ‘”‹–›‘ˆ’”‘Œ‡…––‹‡ƒ†”‡•‘—”…‡•‡š’‡†‡†ǫ
 ȋ Ȍ ƒǤ ‹–‹ƒ–‹‰
 ȋ Ȍ „Ǥ Žƒ‹‰
 ȋ Ȍ …Ǥ š‡…—–‹‰
 ȋ Ȍ †Ǥ ‘‹–‘”‹‰ƒ†‘–”‘ŽŽ‹‰

© 2016 APICS 1-353 Version 4.0, 2016 Edition

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Module 1: Supply Chain Design

Progress check answers


ͳǤ ƒǤ—’’Ž›…Šƒ‹ƒƒ‰‡”•ƒ†–‡ƒ‡„‡”•—•–…‘—‹…ƒ–‡™‹–Š•–ƒ‡Š‘Ž†‡”•™Š‘
Šƒ˜‡†‹ˆˆ‡”‡–…‘—‹…ƒ–‹‘‡‡†•ǡ•–›Ž‡•ǡŽ‡˜‡Ž•‘ˆƒ—–Š‘”‹–›ǡ…—Ž–—”ƒŽ„ƒ…‰”‘—†•ǡ
‹–‡”‡•–•ǡƒ†Ž‡˜‡Ž•‘ˆ‡š’‡”–‹•‡Ǥ’’”‡…‹ƒ–‹‰‘–Š‡”’‡‘’Ž‡•ǯ’‡”•’‡…–‹˜‡•…”‡ƒ–‡•
‘’’‘”–—‹–‹‡•–‘ƒ‹–ƒ‹ƒ†‹’”‘˜‡”‡Žƒ–‹‘•Š‹’•ǡ™Š‹…Š…ƒŠƒ˜‡ƒ•–”‘‰‹ˆŽ—‡…‡‘
ƒ…Š‹‡˜‹‰’”‘Œ‡…–‘„Œ‡…–‹˜‡•Ǥȋ’ǤͳǦ͵ʹʹȌ
ʹǤ ”—‡ȋ’ǤͳǦ͵ʹ͵Ȍ
͵Ǥ …ǤŠ‡ˆ‘”—Žƒˆ‘”†‡–‡”‹‹‰–‘–ƒŽ…‘—‹…ƒ–‹‘…Šƒ‡Ž•‹•ൈȋȂͳȌȀʹǤ ‘”–Š‹•
‡šƒ’Ž‡ǡ‹–™‘—Ž†„‡ͻൈȋͻȂͳȌȀʹα͵͸Ǥȋ’ǤͳǦ͵ʹͻȌ
ͶǤ „Ǥȋ’ǤͳǦ͵͵͵Ȍ
ͷǤ „ȋ’ǤͳǦ͵ͶͳȌ
͸Ǥ …ȋ’ǤͳǦ͵ͶͻȌ


Next Steps
‘—Šƒ˜‡…‘’Ž‡–‡†‘†—Ž‡ͳ‘ˆ–Š‡‡”–‹ˆ‹‡†—’’Ž›Šƒ‹”‘ˆ‡••‹‘ƒŽ
‡ƒ”‹‰›•–‡Ǥ‡š–ǡ…Š‡…›‘—”—†‡”•–ƒ†‹‰„›…‘’Ž‡–‹‰–Š‡‘Ž‹‡…Šƒ’–‡”Ǧ
•’‡…‹ˆ‹…“—‹œœ‡•ƒ†Ž‡ƒ”‹‰ƒ…–‹˜‹–‹‡•–‘Š‡Ž’›‘—‹†‡–‹ˆ›ƒ›…‘…‡’–•–Šƒ–‡‡†
ƒ††‹–‹‘ƒŽ•–—†›ǤŠ‡…›‘—”—†‡”•–ƒ†‹‰ƒ‘–Š‡”™ƒ›„›•‡Ž‡…–‹‰–Š‡‘†—Ž‡Ǧ
•’‡…‹ˆ‹…‡ Žƒ•Š…ƒ”†•‘”˜‹•‹––Š‡‡•‘—”…‡‡–‡”–‘†‘™Ž‘ƒ†’”‹–ƒ„Ž‡ˆŽƒ•Š…ƒ”†•Ǥ

…‡›‘—Šƒ˜‡…‘’Ž‡–‡†–Š‡…Šƒ’–‡”Ǧ•’‡…‹ˆ‹…“—‹œœ‡•ǡ”‡˜‹‡™‡†–Š‡‡ Žƒ•Š…ƒ”†•ǡ
…‘’Ž‡–‡†–Š‡Ž‡ƒ”‹‰ƒ…–‹˜‹–‹‡•ǡƒ†ˆ‡‡Ž…‘ˆ‹†‡––Šƒ–›‘—Šƒ˜‡ƒ•–‡”‡†–Š‡
‹ˆ‘”ƒ–‹‘ǡ›‘—…ƒƒ†˜ƒ…‡–‘‘†—Ž‡ʹǤ

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Cumulative Course Bibliography
Š‡ˆ‘ŽŽ‘™‹‰ƒ–‡”‹ƒŽ•™‡”‡—•‡††—”‹‰–Š‡†‡˜‡Ž‘’‡–‘ˆ–Š‡‡ƒ”‹‰›•–‡Ǥ

Dz„‘—–…‘‘‹…†‹…ƒ–‘”•ǤdzǤǤ‡’ƒ”–‡–‘ˆ‘‡”…‡ǡ…‘‘‹…ƒ†–ƒ–‹•–‹…•
†‹‹•–”ƒ–‹‘ǡ™™™Ǥ‡•ƒǤ†‘…Ǥ‰‘˜Ȁƒ„‘—–Ǧ‡…‘‘‹…Ǧ‹†‹…ƒ–‘”•Ǥ
†ƒ•ǡ‡””›ǡ
Ž‘˜‡” ‡”‰—•‘ǡƒ† ‘•‡’Š Ǥ‘„‘Ž•‹ǤDz
‡––‹‰ƒŽ—‡ˆ”‘‹Ž‡–‘‡”…‡‘†ƒ›Ǥdz
™™™Ǥƒ……‡–—”‡Ǥ…‘Ȁ‹–‡‘ŽŽ‡…–‹‘‘…—‡–•Ȁ Ȁ‹Ž‡–‘‡”…‡ƒŽ—‡‘̴‡––‡”Ǥ’†ˆǤ
Directǡƒ‡•†‹”‡…–Ǥ…‡•—•Ǥ‰‘˜Ǥ
‡”‹…ƒƒ–‹‘ƒŽ–ƒ†ƒ”†ˆ‘”……—’ƒ–‹‘ƒŽ‡ƒŽ–Šƒ†ƒˆ‡–›ƒƒ‰‡‡–›•–‡•ǤDz ‹”•–
Ǧ……”‡†‹–‡†ȀͳͲ‡”–‹ˆ‹…ƒ–‡–‘”—…ƒ•–…ǤdzŠ––’ǣȀȀ™™™Ǥƒ•‹Ǥ‘”‰Ȁ
‡™•̴’—„Ž‹…ƒ–‹‘•Ȁ‡™•̴•–‘”›Ǥƒ•’šǫ‡—‹†α͹Ƭƒ”–‹…Ž‡‹†α͹…ͻ…ͷͷˆƒǦͳͷͳͲǦͶͶͶͶǦͺ„ͺͷǦ
ͻͲͲͲͷƒ†„ͳ‡‡ͺǤ
‡”‹…ƒ‘…‹‡–›ˆ‘”—ƒŽ‹–›ǡ™™™Ǥƒ•“Ǥ‘”‰Ǥ
‡”‹…ƒ”—…‹‰••‘…‹ƒ–‹‘ǤDz —•–‡Ž‡ƒ•‡†ǤdzŠ––’ǣȀȀ™™™Ǥ–”—…‹‰Ǥ‘”‰Ȁƒ”–‹…Ž‡Ǥƒ•’šǫ—‹†α
ͶͳͶ͵ͶͷͻͺǦͶ…͸ͲǦͶͶͶ†Ǧ„…ͺ͵Ǧ͵ͺˆͲ͸†‡†ͷ͵ͻ†Ǥ
DzŠ‡—’’Ž›Šƒ‹‘’ʹͷˆ‘”ʹͲͳͲǤdz™™™Ǥ‰ƒ”–‡”Ǥ…‘Ȁ‹•’Žƒ›‘…—‡–ǫ‹†αͳ͵͹ͻ͸ͳ͵Ǥ
†‡”•‘ǡ‡––‡ǤDz‘”’‘”ƒ–‡‘…‹ƒŽ‡•’‘•‹„‹Ž‹–›‹
Ž‘„ƒŽ—’’Ž›Šƒ‹•ǤdzSupply Chain
Management: An International Journalǡ‘Ž—‡ͳͶǡ••—‡ʹǡʹͲͲͻǤ
ǤAdvanced Supply Chain ManagementȋǦȌǤŠ‹…ƒ‰‘ǡŽŽ‹‘‹•ǣǤ
ǤAdvanced Supply Chain Management Reprints.Š‹…ƒ‰‘ǡŽŽ‹‘‹•ǣǡʹͲͲͲǤ
ǤAPICS Certified Supply Chain Professional (CSCP) Learning System, ‡”•‹‘͵Ǥ͵ǤŠ‹…ƒ‰‘ǡ
ŽŽ‹‘‹•ǣǡʹͲͳͷǤ
ǤAPICS CPIM Basics of Supply Chain Management. Š‹…ƒ‰‘ǡŽŽ‹‘‹•ǣǤ
ǤAPICS Dictionary, ͳͶ–Š‡†‹–‹‘ǤŠ‹…ƒ‰‘ǡŽŽ‹‘‹•ǣǡʹͲͳ͵Ǥ
ǤAPICS Global Sourcing Workshop SeriesǤŠ‹…ƒ‰‘ǡŽŽ‹‘‹•ǣǤ
ǤAPICS Master Planning of Resources, Version 3.1. Š‹…ƒ‰‘ǡŽŽ‹‘‹•ǣǤ
ǤAPICS Operations Management Nowǡ —Ž›ʹǡʹͲͳͲǡ‡†‹–‹‘ǤŠ‹…ƒ‰‘ǡŽŽ‹‘‹•ǣǡʹͲͳͲǤ
ǤCPIM Workbook. Š‹…ƒ‰‘ǡŽŽ‹‘‹•ǣǤ
ǤGlobal Sourcing Workshop Series, ‡”•‹‘ͳǤͲǤŠ‹…ƒ‰‘ǡŽŽ‹‘‹•ǣǡʹͲͲͺǤ
ǤIntroduction to ERP: Enterprise Resources Planning, Facilitator Guide.Š‹…ƒ‰‘ǡŽŽ‹‘‹•ǣ
ǡʹͲͲʹǤ

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APICS CSCP Learning System

ǤIntroduction to ERP: Enterprise Resources Planning Reprints.Š‹…ƒ‰‘ǡŽŽ‹‘‹•ǣǡ

ʹͲͲʹǤ
ǤLean EnterpriseWorkshop Series,‡”•‹‘ͳǤͲǤŠ‹…ƒ‰‘ǡŽŽ‹‘‹•ǣǡʹͲͲͺǤ
ǤDz—’’Ž›Šƒ‹–”ƒ–‡‰› ‘Ž‹‘ǤdzŠ––’ǣȀȀ™™™Ǥƒ’‹…•Ǥ‘”‰Ȁ†‘…•Ȁ†‡ˆƒ—Ž–Ǧ•‘—”…‡Ȁ‹†—•–”›Ǧ
…‘–‡–Ȁƒ’‹…•ǦʹͲͳͳǦ•—’’Ž›Ǧ…Šƒ‹Ǧ•–”ƒ–‡‰›Ǧ‡š‡…—–‹˜‡Ǧ•—ƒ”›Ǥ’†ˆǫ•ˆ˜”•αͲǤ
Dz‡‡•‘™‡”Š‹ˆ–‹”ƒ•’‘”–ƒ–‹‘ƒƒ‰‡‡–›•–‡•ƒ”‡–ǤdzBusiness Wire, —Ž›ʹ͹ǡ
ʹͲͲͶǡ™™™Ǥ„—•‹‡••™‹”‡Ǥ…‘Ȁ‡™•ȀŠ‘‡ȀʹͲͲͶͲ͹ʹ͹ͲͲͷͷͺͶȀ‡ȀǦ‡‡•Ǧ‘™‡”ǦŠ‹ˆ–Ǧ
”ƒ•’‘”–ƒ–‹‘Ǧƒƒ‰‡‡–Ǧ›•–‡•Ǥ
”‘Ž†ǡ ǤǤ‘›ǡ–‡’Š‡ǤŠƒ’ƒǡƒ†Ž‘›†ǤŽ‹˜‡ǤIntroduction to Materials
Managementǡ•‹š–Š‡†‹–‹‘Ǥ’’‡”ƒ††Ž‡‹˜‡”ǡ‡™ ‡”•‡›ǣ‡ƒ”•‘”‡–‹…‡ƒŽŽǡʹͲͲͺǤ
ǤAchieving Supply Chain Excellence Through Technologyǡ‘Ž—‡͸Ǥƒ ”ƒ…‹•…‘ǣ
‘–‰‘‡”›‡•‡ƒ”…Šǡ…ǤǡʹͲͲͶǤ
ͳʹǡ™™™ǤšͳʹǤ‘”‰Ǥ
•Š‡ƒ•ǡ‘ǡƒ”–Šƒ”ƒ—‡”ǡ–Š‘›ǤŒƒǡ
‹ƒ”ƒ’ƒ‹ǡƒ˜‹†‹Ž˜‡”ƒǡ ƒ‡‡‹ˆ‡–œǡ
—‡‡Žƒ‘ǡ ‘†‹
Ž‹…ƒǡƒ†‡Ž‹••ƒƒˆˆ‘‹ǤDz
—‹†‡–‘ƒ‹‰˜‡”›‡‡–‹‰
ƒ––‡”ǤdzHarvard Business Review, ’”‹ŽͳͳǡʹͲͳͳǤŠ––’•ǣȀȀŠ„”Ǥ‘”‰Ȁ’”‘†—…–ȀŠ„”Ǧ‰—‹†‡Ǧ–‘Ǧ
ƒ‹‰Ǧ‡˜‡”›Ǧ‡‡–‹‰Ǧƒ––‡”ȀƒȀͳͲ͹ͷͷǦ Ǧ
Ǥ
Dz•‹ƒǣŠ‡’ƒ…–ˆ”‘–Š‡ƒ”–Š“—ƒ‡‹ ƒ’ƒǤdzInsights,™™™ǤŒ’‘”‰ƒǤ…‘Ȁ…Ȁ
Ž‘„‡”˜‡”ȀŠ‡̴’ƒ…–̴‘ˆ̴–Š‡̴ƒ”–Š“—ƒ‡̴‹̴ ƒ’ƒǤ’†ˆǫ„Ž‘„…‘Žα—”Ž†ƒ–ƒƬ„Ž‘„–ƒ„Ž‡α
—‰‘Ž‘„•Ƭ„Ž‘„‡›α‹†Ƭ„Ž‘„™Š‡”‡αͳͳͷͺ͸ʹͷͲͳͶͲͻͻƬ„Ž‘„Š‡ƒ†‡”αƒ’’Ž‹…ƒ–‹‘Ψʹ ’†Ǥ
DzȀ͵ͳͲͲͲǣʹͲͲͻ‹•ƒƒ‰‡‡–Ȅ”‹…‹’Ž‡•ƒ†
—‹†‡Ž‹‡•Ǥdz–ƒ†ƒ”†•—•–”ƒŽ‹ƒȀ
–ƒ†ƒ”†•‡™‡ƒŽƒ†ǡ•Š‡”“Ǥ‘”‰Ȁ͵ͳͲͲͲǤ’†ˆǤ
••‘…‹ƒ–‹‘‘ˆ‡”‹…ƒƒ‹Ž”‘ƒ†•ǤDzŠ‡˜‹”‘‡–ƒŽ‡‡ˆ‹–•‘ˆ‘˜‹‰ ”‡‹‰Š–„›ƒ‹ŽǤdz
Š––’•ǣȀȀ™™™Ǥƒƒ”Ǥ‘”‰Ȁƒ…‰”‘—†ƒ’‡”•Ȁ˜‹”‘‡–ƒŽΨʹͲ‡‡ˆ‹–•ΨʹͲ‘ˆΨʹͲ‘˜‹‰Ψ
ʹͲ ”‡‹‰Š–ΨʹͲ„›ΨʹͲƒ‹ŽǤ’†ˆǤ
••‘…‹ƒ–‹‘ˆ‘” ‹ƒ…‹ƒŽ”‘ˆ‡••‹‘ƒŽ•ǤAFP Financial Planning and Analysis Learning System,
Version 2.0. ‡–Š‡•†ƒǡƒ”›Žƒ†ǣ ǡʹͲͳͶǤ
—”‡Ž‹‡ǡŠƒ”Ž‡•ǡƒ––Š‹‡—ƒ—”ƒ•ǡƒ†—ƒƒ••‡Š‘˜‡ǤDz‘†‡Ž‘‡ˆ‹‡ƒ†••‡••–Š‡
‰‹Ž‹–›‘ˆ—’’Ž›Šƒ‹•ǣ—‹Ž†‹‰‘—ƒ‹–ƒ”‹ƒš’‡”‹‡…‡ǤdzInternational Journal of
Physical Distribution & Logistics Management, ‘Ž—‡ͶͲǡ—„‡”ͺȀͻǡʹͲͳͲǤ
›”‡•ǡƒǤDzƒ›‹‰‡‘’Ž‡–‘—‹–ǣŠƒ–ƒ™…Š‘‘Ž•ƒ‡ƒ” ”‘ƒ’’‘•Ǥdz
Š––’ǣȀȀˆ”‡ƒ‘‘‹…•Ǥ…‘ȀʹͲͳͳȀͳͳȀʹͳȀ’ƒ›‹‰Ǧ’‡‘’Ž‡Ǧ–‘Ǧ“—‹–Ǧ™Šƒ–ǦŽƒ™Ǧ•…Š‘‘Ž•Ǧ…ƒǦ
Ž‡ƒ”Ǧˆ”‘Ǧœƒ’’‘•ȀǤ
›‡”•ǡ ƒ‡•ǤHandbook of Supply Chain ManagementǤ‘…ƒƒ–‘ǡ Ž‘”‹†ƒǣ–Ǥ—…‹‡”‡••ǡ
ʹͲͲͳǤ

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 Cumulative Course Bibliography

ƒ”‡•ǡ ‹ǤDz‘‡ƒ”–Š‡‘‹…‡‘ˆ–Š‡—•–‘‡”ǡ‹•–‡—–•‹†‡–Š‡‘šǤdz

™™™Ǥ…—•–‘‡”ˆ‘…—•…‘•—Ž–Ǥ…‘Ȁƒ”–‹…Ž‡•Ȁƒ”–‹…Ž‡•̴–‡’Žƒ–‡Ǥƒ•’ǫαͷͲǤ
ƒ•—ǡǤǡƒ†Ǥ
Ǥ…Š”‘‡†‡”ǤDz…‘”’‘”ƒ–‹‰ —†‰‡–•‹ƒŽ‡• ‘”‡…ƒ•–•ǣ’’Ž‹…ƒ–‹‘‘ˆ–Š‡
‡Ž’Š‹‡–Š‘†ƒ–‡”‹…ƒ‘‹•–ƒ†‡””‹…ǤdzInterfaces,‘ŽǤ͹ǡ‘Ǥ͵ǡͳͻ͹͹Ǥ
ƒ—‡”ǡ‹…Šƒ‡Ž Ǥǡ‡–ƒŽǤE-Business: The Strategic Impact on Supply Chain and Logistics.ƒ
”‘‘ǡŽŽ‹‘‹•ǣ‘—…‹Ž‘ˆ‘‰‹•–‹…•ƒƒ‰‡‡–ǡʹͲͲͳǤ
ƒ—‡”ǡǤǤǡƒ†ǤǤƒ†ˆ‹‡Ž†ǤDzƒƒ‰‹‰‘ˆŽ‹…–‘ˆ–‡”‡•–‹—”…Šƒ•‹‰ǤdzJournal of
Supply Chain ManagementǡͶʹȋ͵ȌǡʹͲͲ͸Ǥ
‹‰‹…–—”‡ƒŽŽ‘”Ž†ǡ™™™Ǥ„‹‰’‹…–—”‡•ƒŽŽ™‘”Ž†Ǥ…‘Ǥ
Žƒ•…‘˜‹…Šǡ ‘ŠǤDz‘™”‘…—”‡‡–š…‡ŽŽ‡…‡”‡ƒ–‡•ƒŽ—‡Ǥdz Supply Chain Management
Review, —Ž›ʹͲͲͷǤ
‘‹‹ǡŠ‡‹Žƒǡƒ†–‡’Šƒ
‘”‡”ǤDzŠ‡—•‹‡••‘ˆ—•–ƒ‹ƒ„‹Ž‹–›Ǥdz…‹•‡›Ƭ‘’ƒ›ǡ
ʹͲͳʹǡ™™™Ǥ…‹•‡›Ǥ…‘Ȁ̱Ȁ‡†‹ƒȀ…‹•‡›Ȁ†‘–…‘Ȁ…Ž‹‡–̴•‡”˜‹…‡Ȁ
—•–ƒ‹ƒ„‹Ž‹–›Ȁ •Ȁ…ΨʹͲ‘ΨʹͲȀ̴ͳͳ̴‹œΨʹͲ•—•–ƒ‹ƒ„‹Ž‹–›Ǥƒ•ŠšǤ
‘••‡”–ǡ ƒ‡•ǤThe Supplier Management Handbook,•‹š–Š‡†‹–‹‘Ǥ‹Ž™ƒ—‡‡ǡ‹•…‘•‹ǣ
—ƒŽ‹–›”‡••ǡʹͲͲͶǤ
‘™‡ǡ
ƒ”›ǤDzŠ‡—–•‘—”…‹‰ǡ‘–ƒŽ—•‹‡••ƒŽ—‡…Ž‹’•‡•ƒ„‘””„‹–”ƒ‰‡Ǥdz
™™™Ǥ‘—–•‘—”…‹‰Ǧ…‡–‡”Ǥ…‘ȀʹͲͲͶǦͳͳǦ™Š‡Ǧ‘—–•‘—”…‹‰Ǧ…”Ǧ–‘–ƒŽǦ„—•‹‡••Ǧ˜ƒŽ—‡Ǧ
‡…Ž‹’•‡•ǦŽƒ„‘”Ǧƒ”„‹–”ƒ‰‡Ǧƒ”–‹…Ž‡Ǧ͵͹ͺ͸͹ǤŠ–ŽǤ
‘™‡”•‘šǡ‘ƒŽ† Ǥǡƒ†ƒ˜‹† ǤŽ‘••ǤLogistical Management: The Integrated Supply Chain
ProcessǤ‡™‘”ǣ…
”ƒ™Ǧ‹ŽŽǡͳͻͻ͸Ǥ
‘™‡”•‘šǡ‘ƒŽ† Ǥǡƒ˜‹† ǤŽ‘••ǡƒ†Ǥ‹š„›‘‘’‡”ǤSupply Chain Logistics Management,
ˆ‘—”–Š‡†‹–‹‘Ǥ‘•–‘ǣ…
”ƒ™Ǧ‹ŽŽǡʹͲͳ͵Ǥ
‘›Ž‡ǡ‘„‡”–ǤDz…Š‹‡˜‹‰‘—”—’’Ž›Šƒ‹
‘ƒŽ•ǣ‘“—‡”‹‰–Š‡Ǯ ‹”•–‹Ž‡ǯ—”†Ž‡‘ˆƒ–ƒ
ƒ’–—”‡ǤdzAPICS—The Performance Advantage, —Ž›Ȁ—‰—•–ʹͲͲͶǤ
Dz”‹‡ˆ‹•–‘”›‘ˆ–Š‡ƒ…ƒ‰‡‡Ž‹˜‡”›†—•–”›ǤdzǤǤ‡’ƒ”–‡–‘ˆ–Š‡”‡ƒ•—”›ǡ
‰‘˜‹ˆ‘ǤŽ‹„”ƒ”›Ǥ—–Ǥ‡†—Ȁ—•’•Ȁ‘ˆˆ‹…‡•Ȁ†‘‡•–‹…Ǧˆ‹ƒ…‡Ȁ—•’•Ȁ†‘…•Ȁ’ƒ”…‡Ž̴Š‹•–‘”›̴
ˆ‹ƒŽͳǤ†‘…Ǥ
”‹‰ŠƒǡǤǡƒ†ǤŠ”Šƒ”†–Ǥ Financial Management—Theory and Practice, ͳͲ–Š‡†‹–‹‘Ǥ ‘”–
‘”–Šǡ‡šƒ•ǣƒ”…‘—”–‘ŽŽ‡‰‡—„Ž‹•Š‡”•ǡʹͲͲʹǤ
”‘™ǡ…‘––Ǥǡƒ†‘‡••ǤDz…–‹˜‹–›Ǧƒ•‡†ƒƒ‰‡‡–‘ˆ—’’Ž›Šƒ‹‡–Š‘†‘Ž‘‰‹‡•Ǥdz
–‡”ƒ–‹‘ƒŽ‘ˆ‡”‡…‡”‘…‡‡†‹‰•ǤŠ‹…ƒ‰‘ǡŽŽ‹‘‹•ǣǡʹͲͲ͵Ǥ
”‘™ǡ–ƒŽ‡›ǤCustomer Relationship Management: A Strategic Imperative in the World of e-
BusinessǤ–‘„‹…‘‡ǡ–ƒ”‹‘ǣ ‘Š‹Ž‡›Ƭ‘•ƒƒ†ƒǡʹͲͲͲǤ

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APICS CSCP Learning System

—”‡ƒ—‘ˆ†—•–”›ƒ†‡…—”‹–›ǤDz
—‹†‡Ž‹‡•ˆ‘””‡’ƒ”‹‰š’‘”–‹…‡•‡’’Ž‹…ƒ–‹‘•
˜‘Ž˜‹‰ ‘”‡‹‰ƒ–‹‘ƒŽ•ǤdzŠ––’•ǣȀȀ™™™Ǥ„‹•Ǥ†‘…Ǥ‰‘˜Ȁ‹†‡šǤ’Š’Ȁˆ‘”•Ǧ
†‘…—‡–•Ȁ†‘…̴˜‹‡™Ȁ͹ͲͻǦ‰—‹†‡Ž‹‡•Ǧˆ‘”Ǧˆ‘”‡‹‰Ǧƒ–‹‘ƒŽǦŽ‹…‡•‡Ǧƒ’’Ž‹…ƒ–‹‘•Ǥ
—”•‘ǡƒ–”‹…ǤDz’”‘˜‹‰‡˜‡”•‡‘‰‹•–‹…•™‹–Šƒ‡–—”•ƒƒ‰‡‡––”ƒ–‡‰›Ǥdz
Š––’ǣȀȀ™™™ǤŽ‘‰‹•–‹…•‰–Ǥ…‘Ȁƒ”–‹…Ž‡Ȁ‹’”‘˜‹‰̴”‡˜‡”•‡̴Ž‘‰‹•–‹…•̴™‹–Š̴ƒ̴”‡–—”•̴ƒƒ‰
‡‡–̴•–”ƒ–‡‰›Ǥ
Dz›Šƒ’–‡”ǡƒ”‘‹œ‡†ƒ”‹ˆˆ…Š‡†—Ž‡‘ˆ–Š‡‹–‡†–ƒ–‡•Ǥdz™™™Ǥ—•‹–…Ǥ‰‘˜Ȁ–ƒ–ƒȀŠ–•Ȁ
„›…Šƒ’–‡”Ȁ‹†‡šǤŠ–Ǥ
›”‡ǡ‘„‡”–ǤDzŠƒ–ǯ•Š‡ƒ†‹”ƒ•’‘”–ƒ–‹‘ ‘”‡…ƒ•–‹‰ǫdz
Š––’ǣȀȀ™™™Ǥ‹„‘—†Ž‘‰‹•–‹…•Ǥ…‘Ȁ…•Ȁƒ”–‹…Ž‡Ȁ™Šƒ–•ǦƒŠ‡ƒ†Ǧ‹Ǧ–”ƒ•’‘”–ƒ–‹‘Ǧ
ˆ‘”‡…ƒ•–‹‰ȀǤ
›”‡•ǡ ‘ƒ–ŠƒǤDz‘—Ž›ƒ˜‡‡—’’Ž›Šƒ‹ǫdzWorking Knowledge, —‰—•–ͳǡʹͲͲͷǤ
ƒŽ…—Žƒ–‡†‹•Ȅ ‹ƒ…‡ƒ†…‘‘‹…•ǡ™™™Ǥ…ƒŽ…—Žƒ–‡†”‹•„Ž‘‰Ǥ…‘Ǥ
ƒŽ†™‡ŽŽǡ”—…‡ǤDz‡˜‡”•‡‘‰‹•–‹…•Ǥdzˆ‘”ƒ–‹‘‡‡Ž‹‡ǡ’”‹Žͳʹǡͳͻͻͻǡ
™™™Ǥ‹ˆ‘”ƒ–‹‘™‡‡Ǥ…‘Ȁ͹ʹͻȀŽ‘‰‹•–‹…•ǤŠ–Ǥ
ƒŽŽ‹‘‹ǡ
‹ƒ’ƒ‘Ž‘ǡ‡–ƒŽǤDz˜‡–‘”›Ǧ”‹˜‡‘•–•ǤdzHarvard Business Review,ƒ”…ŠʹͲͲͷǤ
ƒ”Ž•‘ǡ†›ǤDzǣ‡Ž’‘”›’‡ǫdzInTech,‘˜‡„‡”ʹͲͲʹǡ™™™Ǥ‹•ƒǤ‘”‰Ȁ
‡…Š‡’Žƒ–‡Ǥ…ˆǫ‡…–‹‘α‡…ŠƬ–‡’Žƒ–‡αȀ‘–‡–ƒƒ‰‡‡–Ȁ
‘–‡–‹•’Žƒ›Ǥ…ˆƬ‘–‡–αʹͳʹͻͷǤ
ƒ”Ž•‘ǡ…‘––ǤDzƒ”‰‡–‹–•Š‹Ž‡ƒŽǦƒ”–‹••‡•ǤdzSt. Paul Pioneer Press,ƒ›ͳ͵ǡʹͲͲͷǤ
ƒ”–‹ǡŠ‘ƒ• Ǥ Principles and Practices of TQM. ‹Ž™ƒ—‡‡ǡ‹•…‘•‹ǣ—ƒŽ‹–›”‡••ǡ
ͳͻͻ͵Ǥ
ƒ”—•‘ǡƒ˜‹†ǤDz
‡–ƒƒ…„‘‡ǤdzIntelligent Enterprise, ‘Ž—‡ͳǡ—„‡”͵ǡ‡…‡„‡”ͳͻͻͺǡ
„—•‹‡••ǤŠ‹‰Š„‡ƒǤ…‘Ȁͳ͵͸ͻ͸ͳȀƒ”–‹…Ž‡Ǧͳ
ͳǦͷ͵͵͵͵Ͷͷ͸Ȁ‰‡–Ǧ„ƒ…„‘‡Ǥ
ƒ•‡™‹•‡ǡ™™™Ǥ…ƒ•‡™‹•‡Ǥ…‘Ǥ
ƒ•ŠǡƒŠ‡‡ǡƒ†ƒ›Ž‘”‹Ž‡”•‘ǤDz
”‡‡ǣ‡˜‡Ž‘’‹‰ƒ
”‡‡—’’Ž›Šƒ‹ƒŽ›–‹…ƒŽ
‘‘ŽǤdz‡’‘”–
ͳͲͳͶǤ…‡ƒǡ‹”‰‹‹ƒǣ‘‰‹•–‹…•ƒƒ‰‡‡–•–‹–—–‡ǡƒ”…ŠʹͲͲ͵Ǥ
Dz‡Š‹…Ž‡‘‰‹•–‹…•‡Ž‡…–•‹‡™Ž‘…‹–›ˆ‘”
Ž‘„ƒŽ‹•‹„‹Ž‹–›ƒ†—’’Ž›Šƒ‹˜‡–
ƒƒ‰‡‡–Ǥdzƒ”…ŠͳǡʹͲͲͷǡ™™™Ǥ˜‹‡™Ž‘…‹–›Ǥ…‘ǤŒ’Ȁ‡™•Ȁ’”Ȁ’”̴ʹͲͲͷͲ͵Ͳͳ̴ǤŠ–Ž.
Šƒ–—”˜‡†‹ǡ‹–‹ǡ‹”‘ƒ”–‹…Šǡ”‹ƒ—™ƒ†‹ǡƒ†—”•‡Ž‡”ǤDzŠ‡ —–—”‡‘ˆ‡–ƒ‹Ž—’’Ž›
Šƒ‹•ǤdzŠ––’ǣȀȀ™™™Ǥ…‹•‡›Ǥ…‘Ȁ̱Ȁ‡†‹ƒȀ…‹•‡›Ȁ†‘–…‘Ȁ…Ž‹‡–̴•‡”˜‹…‡Ȁ
”‡–ƒ‹ŽȀƒ”–‹…Ž‡•Ȁˆ—–—”‡̴‘ˆ̴”‡–ƒ‹Ž̴•—’’Ž›̴…Šƒ‹•Ǥƒ•ŠšǤ
Šƒ—†Š”›ǡ‡‰‰›ǡ‡–ƒŽǤDz”‡•‡”˜‹‰–‡ŽŽ‡…–—ƒŽ”‘’‡”–›‹‰Š–•ǣƒƒ‰‡”‹ƒŽ•‹‰Š–‹–‘–Š‡
•…ƒŽƒ–‹‰‘—–‡”ˆ‡‹–ƒ”‡–—ƒ†ƒ”›ǤdzBusiness Horizons, ‘Ž—‡ͷʹǡ••—‡ͳǡ 2ͲͲͻǤ

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 Cumulative Course Bibliography

Š‡ǡ‘—Ǧ
‡‡ǡ†™ƒ”†ǤŠ‡ǡƒ†›‹‡ŠǤDzŠ‡ˆˆ‡…–•‘ˆ‡Žƒ–‹‘•Š‹’‘‹–‡–ƒ†
”—•–‘—•‹‡••–‘‘•—‡”Ž‡…–”‘‹…‘‡”…‡ȄŠ‡ƒ•‡‘ˆƒ‹™ƒǤdz
Communications of the International Information Management Association,‘Ž—‡͵ǡ••—‡
ͳ, ™™™Ǥ‹‹ƒǤ‘”‰ȀȀΨʹͲ͵ΨʹͲͳΨʹͲͶΨʹͲŠ‡Ǥ’†ˆ.
Š‘‹ǡŠ‘ƒ•Ǥǡƒ†‘‹–‘ǤDz‘ǯ–‡–‘—”—’’Ž›Šƒ‹‘–”‘Ž‘—”—•‹‡••Ǥdz
Š––’•ǣȀȀŠ„”Ǥ‘”‰ȀʹͲͳͳȀͳʹȀ†‘–ǦŽ‡–Ǧ›‘—”Ǧ•—’’Ž›Ǧ…Šƒ‹Ǧ…‘–”‘ŽǦ›‘—”Ǧ„—•‹‡••Ȁƒ”ȀͳǤ
Š‘’”ƒǡ—‹Žǡƒ†‡–‡”‡‹†ŽǤSupply Chain Management, Planning, and Operations.’’‡”
ƒ††Ž‡‹˜‡”ǡ‡™ ‡”•‡›ǣ”‡–‹…‡ǦƒŽŽǡʹͲͲͳǤ
Š‘”ƒˆƒ•ǡ‹‹–”‹•ǤIntegrating ERP, CRM, Supply Chain Management, and Smart MaterialsǤ
‘…ƒƒ–‘ǡ Ž‘”‹†ƒǣ—‡”„ƒ…ŠǡʹͲͲͳǤ
Žƒ”ǡ‘ǤDz‘–‹—‘—•”‘…‡••’”‘˜‡‡–Ǥdz™™™Ǥ™Ž‹Ǥ…‘Ȁ̱†‘…Žƒ”Ȁ’‡”ˆ‘”Ȁ
’”‘…‡••ǤŠ–ŽǤ
Žƒ”ǡ‘ǡƒ†‘•Š‹‘ƒƒŠƒ•Š‹ǤDz—ƒ‡‹•”—’–•‡›—’’Ž›Šƒ‹•ǤdzWall Street Journal, ƒ”…Š
ͳʹǡʹͲͳͳǡ‘Ž‹‡Ǥ™•ŒǤ…‘Ȁƒ”–‹…Ž‡ȀͳͲͲͲͳͶʹͶͲͷʹ͹Ͷͺ͹Ͳ͵ͷͻ͹ͺͲͶͷ͹͸ͳͻͶͳͲͳ͸͸͵ʹͺ͵ͷͷͲǤŠ–ŽǤ
Žƒ—‡”ǡ
ƒ”›Ǥǡƒ†
‡”ƒŽ†Ǥ‹Ž–›ǤDzŠ‡–Š‡”‹†‡‘ˆǤdz–‡”ƒ–‹‘ƒŽ‘ˆ‡”‡…‡
”‘…‡‡†‹‰•ǤŠ‹…ƒ‰‘ǡŽŽ‹‘‹•ǣǡʹͲͲͶǤ
Ž‡ƒ”Ž›—Ž–—”ƒŽǡ™™™Ǥ…Ž‡ƒ”Ž›…—Ž–—”ƒŽǤ…‘Ǥ
‘Š‡ǡŠ‘•ŠƒƒŠƒ† ‘•‡’Š‘—••‡ŽǤStrategic Supply Chain Management: The Five Core
Disciplines for Top Performance, •‡…‘†‡†‹–‹‘. ‡™‘”ǡ‡™‘”ǣ…Ǧ
”ƒ™Ǧ‹ŽŽ
†—…ƒ–‹‘ǡʹͲͳ͵Ǥ
‘Ž‡Š‘™‡”ǡ ‘ƒ–ŠƒǤDz…Š‹‡˜‹‰—’’Ž›Šƒ‹‹•‹„‹Ž‹–›Ǥdz–‡”ƒ–‹‘ƒŽ‘ˆ‡”‡…‡
”‘…‡‡†‹‰•ǤŠ‹…ƒ‰‘ǡŽŽ‹‘‹•ǣǡʹͲͲ͵Ǥ
‘ŽŽ‡›ǡ ‘ŠǤǡ ”Ǥǡ ƒ…“—‡Ž‹‡Ǥ‘›Ž‡ǡƒ†‘„‡”–Ǥƒ”†‹‡ǤCorporate StrategyǤ‡™‘”ǣ
…
”ƒ™Ǧ‹ŽŽǡʹͲͲʹǤ
‘ŽŽ‹•ǡ ‘ƒ–ŠƒǤDz…Š‘‘Ž–—†‹‡• ǯ•ˆˆ‡…–‘ƒŽǦƒ”–ǤdzRFID Journal, ’”‹ŽͳͺǡʹͲͲͷǡ
™™™Ǥ”ˆ‹†Œ‘—”ƒŽǤ…‘Ȁƒ”–‹…Ž‡Ȁƒ”–‹…Ž‡˜‹‡™ȀͳͷͳͶȀͳȀͻȀǤ
‘”‡”ǡ–—ƒ”–ǤDzŽ‘—†‘’—–‹‰‹•‘™ƒ‹•–”‡ƒƒ†—•–”ƒŽ‹ƒ‹•Š‡ƒ†ǡƒ›‡™
‡’‘”–•ǤdzŠ––’ǣȀȀ™™™Ǥ–Š‡ƒ‰‡Ǥ…‘Ǥƒ—Ȁ‹–Ǧ’”‘Ȁ…Ž‘—†Ȁ…Ž‘—†Ǧ…‘’—–‹‰Ǧ‹•Ǧ‘™Ǧƒ‹•–”‡ƒǦ
ƒ†Ǧƒ—•–”ƒŽ‹ƒǦ‹•ǦƒŠ‡ƒ†Ǧ•ƒ›Ǧ‡™Ǧ”‡’‘”–•ǦʹͲͳͶͳͳͲ͵Ǧͳͳˆœ‡ͻǤŠ–ŽǤ
‘˜‡›ǡ–‡’Š‡Ǥ The Seven Habits of Highly Effective People. ‡™‘”ǣ‹‘Ƭ…Š—•–‡”ǡ
ͳͻͺͻǤ
‘šǡ‡†‡ŽŽǤDzŠ‹ƒǯ••…‡–‹‘”Ž†”ƒ•’‘”–ǤdzŠ––’ǣȀȀ‡™•ǤŠ‡ƒ”–Žƒ†Ǥ‘”‰Ȁ‡†‹–‘”‹ƒŽȀ
ʹͲͳͶȀͲͷȀʹͳȀ…Š‹ƒ•Ǧƒ•…‡–Ǧ™‘”Ž†Ǧ–”ƒ•’‘”–Ǥ
‘›Ž‡ǡ ‘Š Ǥǡ†™ƒ”† Ǥƒ”†‹ǡƒ†Ǥ ‘Šƒ‰Ž‡›ǡ ”ǤThe Management of Business Logisticsǡ
•‹š–Š‡†‹–‹‘Ǥ–Ǥƒ—Žǡ‹‡•‘–ƒǣ‡•–—„Ž‹•Š‹‰‘’ƒ›ǡͳͻͻ͸Ǥ

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APICS CSCP Learning System

Dz ǣ˜‡”˜‹‡™Ǥdz‘Ž—–ƒ”›–‡”‹†—•–”›‘‡”…‡–ƒ†ƒ”†•••‘…‹ƒ–‹‘ǡ

™™™Ǥ‰•ͳ—•Ǥ‘”‰Ȁ‡•–‘’‘†—Ž‡•Ȁ”‹‰ʹ‹†ȀȀ‘™Ž‘ƒ†Ǥƒ•’šǫ‘ƒ†α
‘”‡̴‘™Ž‘ƒ†Ƭ–”›†α͸͵ͳƬ‘”–ƒŽ†αͲƬƒ„†α͹ͺͷǤ
”ƒ†ƒŽŽǡ‹…Šƒ”†Ǥǡ‹ŽŽ‹ƒǤ”ƒ†ƒŽŽǡƒ†Šƒ”Ž‹‡ǤŠ‡Ǥ Principles of Supply Chain
Management, •‡…‘†‡†‹–‹‘Ǥ ‘…ƒƒ–‘ǡ Ž‘”‹†ƒǣ ”‡••ǡʹͲͳͷǤ
Creating Value through Strategic Supply Management.Š‹…ƒ‰‘ǡŽŽ‹‘‹•ǣǤǤ‡ƒ”‡›ǡʹͲͲͷǤ
”—ǡ‘ŽŽ‡‡ǡƒ†
‡‘”‰‡ǤƒŽƒ–‹‡”ǤDemand Management Best Practices: Process, Principles,
and Collaboration. ‘…ƒƒ–‘ǡ Ž‘”‹†ƒǣ Ǥ‘••—„Ž‹•Š‹‰ǡ…ǤǡʹͲͲ͵Ǥ
ǤDz–ƒ–‡‘ˆ‘‰‹•–‹…•‡’‘”–ǤdzŠ––’•ǣȀȀ…•…’Ǥ‘”‰Ȁ‡„‡”Ǧ„‡‡ˆ‹–•Ȁ•–ƒ–‡Ǧ‘ˆǦ
Ž‘‰‹•–‹…•Ǥ
‡™•–ƒˆˆǤDzƒ”‰‡–ƒƒ†ƒŽ‘•‹‰ǡ†‹‰ʹǦ‡ƒ” ‘”ƒ›Ǥdz
Š––’ǣȀȀ™™™Ǥ…–˜‡™•Ǥ…ƒȀ„—•‹‡••Ȁ–ƒ”‰‡–Ǧ…ƒƒ†ƒǦ…Ž‘•‹‰Ǧ‡†‹‰ǦʹǦ›‡ƒ”Ǧˆ‘”ƒ›ǦͳǤʹ͵ʹ͵ʹʹʹǤ
‡‹…ŠŽ‡”ǡ†”‡™ǤDz ƒ’ƒ”‹•‹•Ž‘™•‘™
Ž‘„ƒŽ—’’Ž›Šƒ‹ˆ‘”—–‘†—•–”›Ǥdz
••‘…‹ƒ–‹‘ˆ‘” ‹ƒ…‹ƒŽ”‘ˆ‡••‹‘ƒŽ•ǡ…Ǥǡƒ”…Šͳ͸ǡʹͲͳͳǡ™™™Ǥƒˆ’‘Ž‹‡Ǥ‘”‰Ȁ
’—„Ȁ”‡•Ȁ‡™•Ȁ ƒ’ƒ̴”‹•‹•̴Ž‘™•̴‘™̴
Ž‘„ƒŽ̴—’’Ž›̴Šƒ‹̴ˆ‘”̴—–‘̴†—•–”›ǤŠ–ŽǤ
‡””‹…ǡ‘—‰ǡƒ†‘„‡”– ƒ…‘„›ǤDzŠ‡ ‘”‰‘––‡—’’Ž›Šƒ‹ǣ‘™•ƒ’–‹‹œ‡–Š‡
ˆ–‡”ƒ”‡–—•‹‡••ǤdzAPICS—The Performance Advantageǡ ‡„”—ƒ”›ʹͲͲ͵Ǥ
Dz‡•‹‰ˆ‘”—’’Ž›Šƒ‹ǣ’”‡ƒ†‹‰–Š‡‘”†…”‘••ǤdzSupply Chain Management: An
International Journal,ʹͲͲ͸Ǥ
‹‹‰ǡƒ”ǡƒ††—†Ǥ…Š—•–‡”ǤDz
‡––‹‰‘‘ƒ”†ǣ—‹Ž†‹‰ƒ—•‹‡••ƒ•‡ˆ‘”—–‘Ǧ
ƒ–‡ŽŽǤdzAPICS—The Performance Advantage,…–‘„‡”ʹͲͲͶǤ
‹•‘”‡ǡƒ—Žǡƒ† ‡ƒ‡––‡ƒ„ƒ‹•Ǧ”‡™‹ǤAMA Handbook of Project Managementǡ•‡…‘†
‡†‹–‹‘Ǥ‡™‘”ǡ‡™‘”ǣǡʹͲͲ͸Ǥ
Dz‹•ƒ•–‡”—–•‹‹‘”Ž†—’’Ž›Šƒ‹ǤdzLos Angeles Timesǡƒ”…Šͳ͸ǡʹͲͳͳǤ‡’”‹–‡†‹
‹‡ƒ’‘Ž‹•StarTribuneǡƒ”…Šͳ͸ǡʹͲͳͳǤ
‘Žƒǡ‡””›ǤDz‡”‹…ƒǯ•
”‡‡‡•–‘’ƒ‹‡•ʹͲͳͳǤdz’”‹ŽͳͺǡʹͲͳͳǡ
ˆ‘”„‡•Ǥ…‘ȀʹͲͳͳȀͲͶȀͳͺȀƒ‡”‹…ƒ•Ǧ‰”‡‡‡•–Ǧ…‘’ƒ‹‡•ǤŠ–ŽǤ
—„‡”ǡ–‡’Š‡ ǤDz—•–‘‡”‡”˜‹…‡‡ƒ˜‡ǤdzŠ––’ǣȀȀˆ”‡ƒ‘‘‹…•Ǥ…‘ȀʹͲͲ͹ȀͲͷȀͳ͹Ȁ
…—•–‘‡”Ǧ•‡”˜‹…‡ǦŠ‡ƒ˜‡ȀǤ
Dz…‘‘‹…†‹…ƒ–‘”•ǤdzǤǤ‡•—•—”‡ƒ—ǡ™™™Ǥ…‡•—•Ǥ‰‘˜Ȁ…‰‹Ǧ„‹Ȁ„”‹‡ˆ”‘‘Ȁ„”‹‡ˆ”Ǥ
‰ƒǡƒ––ǤDz ƒ…ƒ‹•Š‡•Ž‹„ƒ„ƒ‡˜‡”‡–—„Ž‹…ǤdzŠ––’ǣȀȀ‘‡›Ǥ…Ǥ…‘ȀʹͲͳͷȀ
Ͳ͸ȀͲͻȀ‹˜‡•–‹‰ȀŒƒ…ǦƒǦƒŽ‹„ƒ„ƒǦ‹’‘Ǧ…Š‹ƒȀǤ
‹•‡Šƒ”†–ǡƒ–ŠŽ‡‡ǤDz‹‡ƒ…‹‰ǣ‘’‡–‹‰‹ƒ”‡–•Šƒ–‘ǯ––ƒ†–‹ŽŽǤdzHarvard
Business Review,ƒ”…ŠͳͻͻͺǤ

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 Cumulative Course Bibliography

ŽŽ”ƒǡ‹•ƒǤǡƒ†Š‘ƒ•ǤŠ‘‹ǤSupply Management for Value Enhancement: Best Practices

in Supply ManagementǤ‡’‡ǡ”‹œ‘ƒǣƒ–‹‘ƒŽ••‘…‹ƒ–‹‘‘ˆ—”…Šƒ•‹‰ƒƒ‰‡‡–ǡ
ʹͲͲͲǤ
‰‡Žǡ‘—‰Žƒ•ǤDz˜‡”…‘‹‰–Š‡ŠƒŽŽ‡‰‡‘ˆ‘˜ƒ–‹‘ǣ›…Š”‘‹œ‹‰‘—”—’’Ž›Šƒ‹
ƒ†’”‘˜‹‰”‘†—…–‹ˆ‡…›…Ž‡ƒƒ‰‡‡–Ǥdz–‡”ƒ–‹‘ƒŽ‘ˆ‡”‡…‡”‘…‡‡†‹‰•Ǥ
Š‹…ƒ‰‘ǡŽŽ‹‘‹•ǣǡʹͲͲͶǤ
•Ž‘™ǡ‡–ŠǤDz—’’Ž‹‡”‡”ˆ‘”ƒ…‡ƒƒ‰‡‡–ˆ‘”ƒ—ˆƒ…–—”‡”•Ǥdz–‡”ƒ–‹‘ƒŽ
‘ˆ‡”‡…‡”‘…‡‡†‹‰•ǤŠ‹…ƒ‰‘ǡŽŽ‹‘‹•ǣǡʹͲͲͶǤ
•‡™ǡ‹…Šƒ‡ŽǤDz”‘ˆ‹–‹‰Š”‘—‰Š˜‹”‘‡–ƒŽ—’’Ž›Šƒ‹ƒƒ‰‡‡–Ǥdzš‡…—–‹˜‡
’‡‡…Š‡•̻ǡ—‰—•–Ȁ‡’–‡„‡”ͳͻͻͻǤ
—”‘’‡ƒ‘‹••‹‘ǤDz”ƒ•’‘”–‹ ‹‰—”‡•ǣ–ƒ–‹•–‹…ƒŽ‘…‡–„‘‘ʹͲͳʹǤdz
Š––’ǣȀȀ‡…Ǥ‡—”‘’ƒǤ‡—Ȁ–”ƒ•’‘”–Ȁˆƒ…–•Ǧˆ—†‹‰•Ȁ•–ƒ–‹•–‹…•Ȁ†‘…ȀʹͲͳʹȀ’‘…‡–„‘‘ʹͲͳʹǤ’†ˆǤ
—”‘’‡ƒ‘‹••‹‘ǤDzƒ‹ŽǣŠ‡—”‘’‡ƒƒ‹Ž‡–™‘”ˆ‘”‘’‡–‹–‹˜‡ ”‡‹‰Š–Ǥdz
Š––’ǣȀȀ‡…Ǥ‡—”‘’ƒǤ‡—Ȁ–”ƒ•’‘”–Ȁ‘†‡•Ȁ”ƒ‹ŽȀ‹ˆ”ƒ•–”—…–—”‡•Ȁ”ƒ‹Ž̴ˆ”‡‹‰Š–̴‘”‹‡–‡†̴‡–™‘”̴
‡ǤŠ–Ǥ
—”‘’‡ƒ‘‹••‹‘ǤDz”ƒ•–Žƒ–‹…‘”–ƒŽǤdzŠ––’ǣȀȀ‡…Ǥ‡—”‘’ƒǤ‡—Ȁ‰”‘™–ŠȀ–‘‘Ž•Ǧ
†ƒ–ƒ„ƒ•‡•Ȁ‹’”Ȁ‹†‡š̴‡ǤŠ–Ǥ
—”‘’‡ƒ‘‹••‹‘–ƒˆˆǤDz–‡”ƒ–‹‘ƒŽ……‘—–‹‰–ƒ†ƒ”†ͳǣ”‡•‡–ƒ–‹‘‘ˆ ‹ƒ…‹ƒŽ
–ƒ–‡‡–•ǤdzŠ––’ǣȀȀ‡…Ǥ‡—”‘’ƒǤ‡—Ȁ‹–‡”ƒŽ̴ƒ”‡–Ȁƒ……‘—–‹‰Ȁ†‘…•Ȁ…‘•‘Ž‹†ƒ–‡†Ȁ
‹ƒ•ͳ̴‡Ǥ’†ˆǤ
—”‘’‡ƒ‹‘ǤDz‘–ƒ…–‹•–ǤdzŠ––’•ǣȀȀ™™™Ǥ™Š‹–‡Š‘—•‡Ǥ‰‘˜Ȁ•‹–‡•Ȁ†‡ˆƒ—Ž–Ȁˆ‹Ž‡•Ȁ†‘…•Ȁ
’ƒ–‡–̴”‡’‘”–Ǥ’†ˆǤ
™‡”–ǡ‘ƒŽ†ǤIBT Guide to Incoterms 2000. ƒ‰ƒǡ‹‡•‘–ƒǣ –‡”ƒ–‹‘ƒŽ—•‹‡••
”ƒ‹‹‰ǡʹͲͲͷǤ
š‡…—–‹˜‡ˆˆ‹…‡‘ˆ–Š‡”‡•‹†‡–ǤDzƒ–‡–••‡”–‹‘ƒ†ǤǤ‘˜ƒ–‹‘Ǥdz
Š––’•ǣȀȀ™™™Ǥ™Š‹–‡Š‘—•‡Ǥ‰‘˜Ȁ•‹–‡•Ȁ†‡ˆƒ—Ž–Ȁˆ‹Ž‡•Ȁ†‘…•Ȁ’ƒ–‡–̴”‡’‘”–Ǥ’†ˆǤ
›”‹‰ǡƒ––Š‡™ ǤDz‡™—•‹‡••‘†‡Ž•‹‡”‰‹‰ƒ”‡–•ǤdzHarvard Business Review,
ƒ—ƒ”›ʹͲͳͳǡŠ„”Ǥ‘”‰ȀʹͲͳͳȀͲͳȀ‡™Ǧ„—•‹‡••Ǧ‘†‡Ž•Ǧ‹Ǧ‡‡”‰‹‰Ǧƒ”‡–•Ȁƒ”ȀͳǤ
‡”‰—•‘ǡ”ƒ†ǤDz’Ž‡‡–‹‰—’’Ž›Šƒ‹ƒƒ‰‡‡–ǤdzŠ‹…ƒ‰‘ǡŽŽ‹‘‹•ǣǡʹͲͲͲǤ
‹†‡Ž‹–›–‡”ƒ–‹‘ƒŽǤDz˜‡•–‹‰‹ƒ”–‘‰‹•–‹…•ǤdzŠ––’•ǣȀȀ™™™Ǥˆ‹†‡Ž‹–›‹–‡”ƒ–‹‘ƒŽǤ…‘Ȁ
‹††Ž‡Ǧ‡ƒ•–Ȁ‡™•Ǧ‹•‹‰Š–ȀʹͳǦ…‡–—”›Ǧ–Š‡‡•Ȁ‹˜‡•–‹‰Ǧ‹Ǧ•ƒ”–ǦŽ‘‰‹•–‹…•Ǥ’ƒ‰‡Ǥ
‹•Š‡”ǡƒ”•ŠƒŽŽǤDzŠƒ–•–Š‡‹‰Š–—’’Ž›Šƒ‹ˆ‘”‘—””‘†—…–ǫdzHarvard Business Review,
ƒ”…ŠǦ’”‹Žͳͻͻ͹Ǥ
‹•Š‡”ǡ‘‰‡”ǡƒ†‹ŽŽ‹ƒ”›ǤGetting to Yes: Negotiating Agreement Without Giving InǤ‡™
‘”ǣ‡‰—‹‘‘•ǡͳͻͻͳǤ

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APICS CSCP Learning System

‘”ƒǡƒ”‹ƒ‡ǡƒ†‹…Šƒ‡Žމƒƒ”† ޔ‰‡•‡ǤDz”‰ƒ‹•‹‰˜‹”‘‡–ƒŽ—’’Ž›Šƒ‹
ƒƒ‰‡‡–Ǥš’‡”‹‡…‡ˆ”‘ƒ‡…–‘”™‹–Š ”‡“—‡–”‘†—…–Š‹ˆ–•ƒ†‘’Ž‡š”‘†—…–
Šƒ‹•ǣŠ‡ƒ•‡‘ˆ–Š‡ƒ‹•Š‡š–‹Ž‡‡…–‘”ǤdzGMI,’”‹‰ʹͲͲͶǤ
”ƒœ‡ŽŽ‡ǡ†™ƒ”†ǤSupply Chain Strategy, The Logistics of Supply Chain ManagementǤ‡™
‘”ǣ…
”ƒ™Ǧ‹ŽŽǡʹͲͲʹǤ
”ƒœ‡ŽŽ‡ǡ†™ƒ”†ǤWorld-Class Warehousing and Material Handling.‡™‘”ǣ…
”ƒ™Ǧ‹ŽŽǡ
ʹͲͲʹǤ
Dz ”‡‹‰Š–ƒ–ƒƒ†–ƒ–‹•–‹…•ǡdzǤǤ‡’ƒ”–‡–‘ˆ”ƒ•’‘”–ƒ–‹‘ǡ—”‡ƒ—‘ˆ”ƒ•’‘”–ƒ–‹‘
–ƒ–‹•–‹…•ǡ™™™Ǥ„–•Ǥ‰‘˜Ȁ’”‘‰”ƒ•Ȁˆ”‡‹‰Š–̴–”ƒ•’‘”–ƒ–‹‘Ǥ
Dz ”‡‹‰Š–”ƒ•’‘”–ƒ–‹‘ǣ
Ž‘„ƒŽ‹‰ŠŽ‹‰Š–•ʹͲͳͲǤdz—”‡ƒ—‘ˆ”ƒ•’‘”–ƒ–‹‘–ƒ–‹•–‹…•ǡǤǤ
‡’ƒ”–‡–‘ˆ”ƒ•’‘”–ƒ–‹‘ǡʹͲͳͲǡ™™™Ǥ„–•Ǥ‰‘˜Ȁ’—„Ž‹…ƒ–‹‘•Ȁˆ”‡‹‰Š–̴–”ƒ•’‘”–ƒ–‹‘Ǥ
”‡…Šǡ™ƒǤDz
”‡‡„›‡•‹‰ǤdzLogistics & Transport Focus, —‡ʹͲͲ͹Ǥ
”‹‡†ƒǡŠ‘ƒ•ǤThe World Is Flat.‡™‘”ǣ‹…ƒ†‘”Ȁ ƒ””ƒ”ǡ–”ƒ—•ǡƒ†
‹”‘—šǡʹͲͲ͹Ǥ

ƒ”†‡”ǡƒ‹‡ŽǤSupply Chain Vector: Methods for Linking Execution of Global Business Models
with Financial Performance.‘…ƒƒ–‘ǡ Ž‘”‹†ƒǣ Ǥ‘••ǡʹͲͲͶǤ

ƒ–‡•ǡ‹ŽŽǤBusiness @ the Speed of Thought. ‡™‘”ǣƒ”‡”‘‘•ǡͳͻͻͻǤ

Dz
‡‡”–‘ˆ•–‡†‡—Ž–—”ƒŽ‹‡•‹‘•Ǥdz™™™Ǥ…Ž‡ƒ”Ž›…—Ž–—”ƒŽǤ…‘Ȁ‰‡‡”–ǦŠ‘ˆ•–‡†‡Ǧ…—Ž–—”ƒŽǦ
†‹‡•‹‘•Ǥ

‡‡”ƒŽŽ‡…–”‹…ǤDz
ʹͲͳͲ—ƒŽ‡’‘”–ǤdzŠ––’ǣȀȀ™™™Ǥ‰‡Ǥ…‘Ȁƒ”ʹͲͳͲȀ’†ˆȀ
̴ͳͲǤ’†ˆǤ

‡––‹‰‡”ǡƒ”‹Ž›ǤDz‡––‹‰‘—”—’’Ž‹‡”‹†–Š‡–‘”‡ǤdzAPICS—The Performance Advantage,

ƒ”…ŠʹͲͲͳǤ

Š‡ƒ™ƒ–ǡƒƒŒǤDz ‹†‹‰‘—”–”ƒ–‡‰›‹–Š‡‡™ƒ†•…ƒ’‡ǤdzŠ––’•ǣȀȀŠ„”Ǥ‘”‰ȀʹͲͳͲȀͲ͵Ȁ
ˆ‹†‹‰Ǧ›‘—”Ǧ•–”ƒ–‡‰›Ǧ‹Ǧ–Š‡Ǧ‡™ǦŽƒ†•…ƒ’‡Ȁƒ”ȀͳǤ

‹‰—‡”‡ǡ‹…Šƒ‡Žǡƒ†
Ž‡
‘Ž†„ƒ…ŠǤDz‡‰‡–‘—”—’’Ž‹‡”•–‘‡†—…‡‹•ǤdzCSCMP’s Supply
Chain Quarterly, “—ƒ”–‡”͵ǡʹͲͳʹǤŠ––’ǣȀȀ™™™Ǥ•—’’Ž›…Šƒ‹“—ƒ”–‡”Ž›Ǥ…‘Ȁ–‘’‹…•Ȁ

Ž‘„ƒŽȀʹͲͳʹͳͲͲͳǦ•‡‰‡–Ǧ›‘—”Ǧ•—’’Ž‹‡”•Ǧ–‘Ǧ”‡†—…‡Ǧ”‹•ȀǤ
Dz
Ž‘„ƒŽ‡…Šƒ‰‡‡”˜‹…‡•‘—„Ž‡•ʹ‡”˜‹…‡•†‘’–‹‘Ǣ
”‘™‹‰—•–‘‡”•‡ǡ‡™
‡”˜‹…‡•ƒ††—•–”›‡”–‹ˆ‹…ƒ–‹‘‘–”‹„—–‡–‘
ǯ‡ƒ†‡”•Š‹’‘•‹–‹‘ǤdzBusiness Wire,
‡…‡„‡”ʹǡʹͲͲͶǡ™™™Ǥ„—•‹‡••™‹”‡Ǥ…‘Ȁ‡™•ȀŠ‘‡ȀʹͲͲͶͳʹͲʹͲͲͷͳͳͺȀ‡Ȁ
Ž‘„ƒŽǦ
‡…Šƒ‰‡Ǧ‡”˜‹…‡•Ǧ‘—„Ž‡•ǦʹǦ‡”˜‹…‡•Ǧ†‘’–‹‘Ǥ

Ž‘„ƒŽ‡’‘”–‹‰‹–‹ƒ–‹˜‡ǤDz
Ͷ—•–ƒ‹ƒ„‹Ž‹–›‡’‘”–‹‰
—‹†‡Ž‹‡•Ǥdz
Š––’•ǣȀȀ™™™Ǥ‰Ž‘„ƒŽ”‡’‘”–‹‰Ǥ‘”‰Ȁ”‡•‘—”…‡Ž‹„”ƒ”›Ȁ

ͶǦƒ”–ͳǦ‡’‘”–‹‰Ǧ”‹…‹’Ž‡•Ǧƒ†Ǧ
–ƒ†ƒ”†Ǧ‹•…Ž‘•—”‡•Ǥ’†ˆǤ

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 Cumulative Course Bibliography

Ž‘„ƒŽ‡’‘”–‹‰‹–‹ƒ–‹˜‡ǤDz
ƒ†
ǤdzŠ––’•ǣȀȀ™™™Ǥ‰Ž‘„ƒŽ”‡’‘”–‹‰Ǥ‘”‰Ȁ
‹ˆ‘”ƒ–‹‘Ȁƒ„‘—–Ǧ‰”‹ȀƒŽŽ‹ƒ…‡•Ǧƒ†Ǧ•›‡”‰‹‡•Ȁƒ‰‡•Ȁ‹–‡†Ǧƒ–‹‘•Ǧ
Ž‘„ƒŽǦ
‘’ƒ…–Ǥƒ•’šǤ
Dz
‘ƒŽǣ
”‡‡—’’Ž›Šƒ‹ǣʹͲͲͻ
”‡‡—’’Ž‹‡”‹”‡…–‘”›ǤdzPurchasing, ‡„”—ƒ”›ʹͲͲͻǤ

‘†•‡ŽŽǡ ƒ‡–. Dz —†‰‹‰–Š‡—’’Ž›Šƒ‹–‘‹––Š‡—„‡”ǣ ‹˜‡‘‘”ƒ…–‹…‡•Šƒ–

ƒ…”‹ˆ‹…‡–Š‡—’’Ž›Šƒ‹ƒ†Šƒ– ‹ƒ…‹ƒŽƒŽ›•–•Š‘—Ž†•„‘—–Š‡ǤdzSupply
Chain Management: An International Journal, ‘Ž—‡ͳͶǡ••—‡͵ǡ ʹͲͲͻǤ

‘ˆˆǡ ‘ŠǤDz—†‡ǡŠ‡”‡ǯ•›”‹–‡”ǫǡ ‡…Š‘Ž‘‰›ƒ›‡ŽŽ‡˜‘Ž—–‹‘‹œ‡‘™

‘’ƒ‹‡•”ƒ…Š‡‹””‘†—…–•ǤdzCFO Asia,…–‘„‡”ʹͲͲͶǤ

‘Ž†•–‡‹ǡ ƒ…‘„ǡƒ†‘‡Šƒ…‡ǤDz’‹•‘†‡ͷͳ͹ǣŠ‡ ƒ•–‡•–

”‘™‹‰ǡ‡ƒ•–‘’—Žƒ”‹”Ž‹‡‹
‡”‹…ƒǤdzŠ––’ǣȀȀ™™™Ǥ’”Ǥ‘”‰Ȁ–‡’Žƒ–‡•Ȁ–”ƒ•…”‹’–Ȁ–”ƒ•…”‹’–Ǥ’Š’ǫ•–‘”›†αʹ͹͸ͻ͹͵ͻͷ͸Ǥ
DzǮ
”‡‡ǯ—’’Ž›Šƒ‹‘˜‡‡–‹–•ƒ’‡‡†—’ǤdzIndustry Week,’”‹ŽʹͲͲͻǤ
Dz
—•–ƒ‹ƒ„‹Ž‹–›‡’‘”–
—‹†‡Ž‹‡•
͵ǤͳȄ‡ˆ‡”‡…‡Š‡‡–Ǥdz™™™Ǥ‰Ž‘„ƒŽ”‡’‘”–‹‰Ǥ‘”‰
”‡•‘—”…‡Ž‹„”ƒ”›Ȁ
͵ǤͳǦ—‹…Ǧ‡ˆ‡”‡…‡ǦŠ‡‡–Ǥ’†ˆǤ

ͳǡ™™™Ǥ‰•ͳ—•Ǥ‘”‰Ȁ‹†—•–”‹‡•Ȁƒ’’ƒ”‡ŽǦ‰‡‡”ƒŽǦ‡”…Šƒ†‹•‡Ǥ

—’–ƒǡƒ–›ƒ›ƒǡŽŽ‡ƒŽ‡›ǡ”›ƒƒ‰ǡƒ‡†‡”•‘ǡ‹…Šƒ‡Žƒ”‡•ǡ„Š‹ƒ˜”—™ƒǤ
DzŠ‡ —–—”‡‘ˆǦ‹‡•‹•‹ƒƒ…‹ˆ‹…ǤdzŠ––’•ǣȀȀ™™™Ǥˆ‘””‡•–‡”Ǥ…‘Ȁ
Š‡Ϊ —–—”‡Ϊ‘ˆΪΪ‹‡•ΪΪ•‹ƒΪƒ…‹ˆ‹…Ȁˆ—ŽŽ–‡š–ȀǦȀǦ”‡•͸ͳͳʹ͵͓ͺͺ͹ͷͶ͵Ǥ
ƒ‡Ž‡‹ǡ‹…Šƒ‡ŽǤDz’”‘ˆ‹–ƒ„Ž‡—•–‘‡”•ƒ†Š‡‹”ƒƒ‰‡‡–Ǥdz Business Horizons, ͷʹȋͳȌǡ
ƒ—ƒ”›Ǧ ‡„”—ƒ”›ʹͲͲͻǤ
ƒŒ‡™•‹ǡ‘”‹•ǤDz‹‰ŠǦ‡…Š›•–‡‘—Ž†‡˜‘Ž—–‹‘‹œ‡‡–ƒ‹Ž†—•–”›Ǥdz‡šƒ•
•–”—‡–•ǡ™™™Ǥ–‹Ǥ…‘Ȁ–‹”‹•Ȁ†‘…•Ȁ‡™•Ȁ‹̴–Š‡̴‡™•ȀʹͲͲ͵ȀʹǦͻǦͲ͵Ǥ•Š–ŽǤ
ƒŽŽǡ ‡”‡›ǤDz˜‹”‘‡–ƒŽ—’’Ž›ǦŠƒ‹‘˜ƒ–‹‘ǤdzGMI,—–—ʹͲͲͳǤ
ƒ†ˆ‹‡Ž†ǡǤǤǡƒ†ǤǤƒ—‡”ǤDz‘ˆŽ‹…–‘ˆ–‡”‡•–‹—”…Šƒ•‹‰ƒƒ‰‡‡–ǤdzJournal of
Supply Chain Management,Ͷʹȋ͵ȌǡʹͲͲ͸Ǥ
ƒ””‹•‘ǡ‡””›Ǥǡƒ—Ǥ‡‡ǡƒ† ‘Š Ǥ‡ƒŽ‡ǡ‡†‹–‘”•ǤThe Practice of Supply Chain
Management: Where Theory and Application ConvergeǤ‘”™‡ŽŽǡƒ••ƒ…Š—•‡––•ǣŽ—™‡”
…ƒ†‡‹…—„Ž‹•Š‡”•
”‘—’ǡʹͲͲ͵Ǥ
ƒ”˜ƒ”†—•‹‡••••‡–‹ƒŽ•ǤPower, Influence and Persuasion.‘•–‘ǡƒ••ƒ…Š—•‡––•ǣƒ”˜ƒ”†
—•‹‡••…Š‘‘Ž”‡••ǡʹͲͲͷǤ
ƒ”˜ƒ”†—•‹‡••‡˜‹‡™ǤHarvard Business Review on Communicating EffectivelyǤ‘•–‘ǡ
ƒ••ƒ…Š—•‡––•ǣƒ”˜ƒ”†—•‹‡••…Š‘‘Ž—„Ž‹•Š‹‰‘”’‘”ƒ–‹‘ǡʹͲͳͳǤ

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APICS CSCP Learning System

ƒ”˜ƒ”†—•‹‡••‡˜‹‡™…Š‘‘Ž”‡••ǤHarvard Business Review School Press on Business

CommunicationǤ‘•–‘ǡƒ••ƒ…Š—•‡––•ǣƒ”˜ƒ”†—•‹‡••…Š‘‘Ž—„Ž‹•Š‹‰‘”’‘”ƒ–‹‘ǡ
ʹͲͲ͵
ƒ—•‡”ǡ‹•ƒǤDzŠ‡‹•Ǧ†Œ—•–‡†—’’Ž›Šƒ‹ƒƒ‰‡‡–’’”‘ƒ…ŠǤdz–‡”ƒ–‹‘ƒŽ
‘ˆ‡”‡…‡”‘…‡‡†‹‰•ǤŠ‹…ƒ‰‘ǡŽŽ‹‘‹•ǣǡʹͲͲͶǤ
‡ǡƒ‘ǤDzŠƒ–•‡”˜‹…‡Ǧ”‹‡–‡†”…Š‹–‡…–—”‡ǫdzǯ‡‹ŽŽ›‡„•‡”˜‹…‡•ǡ™™™ǤšŽǤ…‘Ȁ’—„Ȁ
ƒȀ™•ȀʹͲͲ͵ȀͲͻȀ͵ͲȀ•‘ƒǤŠ–ŽǤ
‡ƒŽ–Šƒ†ƒˆ‡–›š‡…—–‹˜‡ȋǤǤȌǡ™™™ǤŠ•‡Ǥ‰‘˜Ǥ—Ȁƒ„‘—–—•Ȁ‹†‡šǤŠ–Ǥ
‡‹œ‡”ǡ ƒ›ǡƒ†ƒ””›‡†‡”ǤPrinciples of Operations Managementǡˆ‘—”–Š‡†‹–‹‘Ǥ’’‡”
ƒ††Ž‡‹˜‡”ǡ‡™ ‡”•‡›ǣ”‡–‹…‡ǦƒŽŽǡʹͲͲͳǤ
‡Ž‡”•ǡ‘”‹ǤDzŠ‡Žƒ•–‹…
”‡‡ǣ”‘–‡…–‹‰–Š‡˜‹”‘‡–ƒ†–Š‡‘––‘‹‡Ǥdz
Ž‘„ƒŽ
”ƒ†‡‡”˜‹…‡•ƒ– ‘”‰ƒŠƒ•‡ǡ‡†‹ƒǡʹͲͲͺǤ
‹”ƒ‘ǡ‹”‘›—‹ǤFive Pillars of the Visual Workplace.‘”–Žƒ†ǡ”‡‰‘ǣ”‘†—…–‹˜‹–›”‡••ǡ
ͳͻͻͷǤ
‹–…Š…‘…ǡƒ”…›Ǥǡƒ†ƒ”•ŠƒǤ‹ŽŽƒ”†ǤThe Business Guide to Sustainability: Practical
Strategies and Tools for Organizations. ‘†‘–‡”Ž‹‰ǡ‹”‰‹‹ƒǣʹͲͲͻǤ
”‡ƒ•—”›ǤDzƒ–‡•ǤdzŠ––’•ǣȀȀ™™™Ǥ‰‘˜Ǥ—Ȁ˜ƒ–Ǧ”ƒ–‡•Ǥ
‘ˆ•–‡†‡ǡ
‡‡”–ǤCultures and Organizations: Software of the Mind, ”‡˜‹•‡†•‡…‘†‡†‹–‹‘Ǥ
‡™‘”ǣ…
”ƒ™Ǧ‹ŽŽǡʹͲͲͷǤ
‘Ž‡•‘”’‘”ƒ–‹‘ǤThe Learning System for PMP® Exam Preparation, ‡”•‹‘ͳǤͲǤƒ‰ƒǡǣ
‘Ž‡•‘”’‘”ƒ–‹‘ǡʹͲͳͷǤ
‘’’‡ǡ‹…Šƒ”†Ǥǡƒ† ƒ‡•Ǥ‹…‡Ǥ Dz—’’Ž›Šƒ‹˜•Ǥ—’’Ž›Šƒ‹ȄŠ‡›’‡ƒ†–Š‡
‡ƒŽ‹–›Ǥdz Supply Chain Management Review,‡’–‡„‡”Ȁ…–‘„‡”ǡʹͲͲͳǤ
Dz‘™–‘‡–‡”‹‡–Š‡—’’Ž‹‡”‡Žƒ–‹‘•Š‹’ƒƒ‰‡‡–‘†‡ŽǤdzSupplier Selection and
Management Reportǡ —Ž›ʹͲͲ͵Ǥ
—‡›ǡ ‘Šǡƒ†ƒƒŽ–‘ǤMade in America: My Story. ‡™‘”ǣ ‘—„Ž‡†ƒ›ǡͳͻͻʹǤ
…‡Š‘—”ǡ‡Ž‹••ƒǤǡ̶‡˜‡”•‡‘‰‹•–‹…•Žƒ‹‰ǣ–”ƒ–‡‰‹…ƒ›–‘††”‡••˜‹”‘‡–ƒŽ
—•–ƒ‹ƒ„‹Ž‹–›Š‹Ž‡”‡ƒ–‹‰ƒ‘’‡–‹–‹˜‡†˜ƒ–ƒ‰‡Ǥdz‹˜‡”•‹–›‘ˆ‡‡••‡‡‘‘”•
Š‡•‹•”‘Œ‡…–•ǡʹͲͳͶǤŠ––’ǣȀȀ–”ƒ…‡Ǥ–‡‡••‡‡Ǥ‡†—Ȁ—–̴…ŠƒŠ‘‘’”‘ŒȀͳ͹͸ͲǤ
Dzƒ‰‹‡ƒ”‡Š‘—•‡ƒƒ‰‡‡–‘ˆ–™ƒ”‡Ǥdz™™™Ǥ‹ƒ‰‹‡™•Ǥ…‘Ȁ™•ǤŠ–Ǥ
‡Ž–ǡ ‡ˆˆ”‡›ǡ‡–ƒŽǤDz‘™
•‹•”—’–‹‰–•‡ŽˆǤdz Harvard Business Review,…–‘„‡”ʹͲͲͻǡ
Š„”Ǥ‘”‰ȀʹͲͲͻȀͳͲȀŠ‘™Ǧ‰‡Ǧ‹•Ǧ†‹•”—’–‹‰Ǧ‹–•‡ŽˆȀƒ”ȀͳǤ
Dz’‘”–‹…‡•‹‰Ǥdz‘”Ž†”ƒ†‡”‰ƒ‹œƒ–‹‘ǡ™™™Ǥ™–‘Ǥ‘”‰Ȁ‡‰Ž‹•ŠȀ–”ƒ–‘’̴‡Ȁ‹’Ž‹…̴‡Ȁ
‹’Ž‹…̴‡ǤŠ–Ǥ

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 Cumulative Course Bibliography

ˆ‘”ǤDz‹‡Šƒ•‡†”†‡”‘‹–ǤdzŠ––’•ǣȀȀ†‘…•Ǥ‹ˆ‘”Ǥ…‘ȀŽȀͳͲǤͶȀ‡Ǧ—•ȀŠ‡Ž’Ȁ™ŠȀ‘Ž‹‡ƒ—ƒŽȀ
ͲͲͲ͵ͳ͸ǤŠ–ŽǤ
•–‹–—–‡ˆ‘”’‡”ƒ–‹‘•‡•‡ƒ”…Šƒ†–Š‡ƒƒ‰‡‡–…‹‡…‡•ǤDzŠƒ–‹•’‡”ƒ–‹‘•‡•‡ƒ”…Šǫdz
Š––’•ǣȀȀ™™™Ǥ‹ˆ‘”•Ǥ‘”‰Ȁ„‘—–Ǧ ȀŠƒ–Ǧ‹•Ǧ’‡”ƒ–‹‘•Ǧ‡•‡ƒ”…ŠǤ
•–‹–—–‡‘ˆƒƒ‰‡‡–……‘—–•ǤCMA Learning System,‘‘ʹƒǣƒƒ‰‡‡–……‘—–‹‰
ƒ†‡’‘”–‹‰Ǥ‘–˜ƒŽ‡ǡ‡™ ‡”•‡›ǣ•–‹–—–‡‘ˆƒƒ‰‡‡–……‘—–ƒ–•ǡʹͲͲͶǤ
–‡”ƒ–‹‘ƒŽŠƒ„‡”‘ˆ‘‡”…‡ǡ™™™Ǥ‹……™„‘Ǥ‘”‰Ǥ
–‡”ƒ–‹‘ƒŽ ‹ƒ…‹ƒŽ‡’‘”–‹‰–ƒ†ƒ”†•ǤDzƒŽ›•‹•‘ˆ–Š‡  —”‹•†‹…–‹‘”‘ˆ‹Ž‡•Ǥdz
Š––’ǣȀȀ™™™Ǥ‹ˆ”•Ǥ‘”‰Ȁ•‡Ǧƒ”‘—†Ǧ–Š‡Ǧ™‘”Ž†Ȁƒ‰‡•ȀƒŽ›•‹•Ǧ‘ˆǦ–Š‡Ǧ ǦŒ—”‹•†‹…–‹‘ƒŽǦ
’”‘ˆ‹Ž‡•Ǥƒ•’šǤ
–‡”ƒ–‹‘ƒŽ ‹ƒ…‹ƒŽ‡’‘”–‹‰–ƒ†ƒ”†•ǤDz ‡„”—ƒ”›ʹͲͳ͵ǤdzŠ––’ǣȀȀ™™™Ǥ‹ˆ”•Ǥ‘”‰Ȁ
—””‡–Ǧ”‘Œ‡…–•ȀǦ”‘Œ‡…–•Ȁ‘…‡’–—ƒŽǦ ”ƒ‡™‘”Ȁ‡‡–‹‰Ǧ—ƒ”‹‡•Ǧƒ†Ǧ
„•‡”˜‡”Ǧ‘–‡•Ȁƒ‰‡•ȀǦ ‡„”—ƒ”›ǦʹͲͳ͵Ǥƒ•’šǤ
–‡”ƒ–‹‘ƒŽ”‰ƒ‹œƒ–‹‘ˆ‘”–ƒ†ƒ”†‹œƒ–‹‘ǤDz‡”–‹ˆ‹…ƒ–‹‘ǤdzŠ––’ǣȀȀ™™™Ǥ‹•‘Ǥ‘”‰Ȁ
‹•‘ȀŠ‘‡Ȁ•–ƒ†ƒ”†•Ȁ…‡”–‹ˆ‹…ƒ–‹‘ǤŠ–Ǥ
–‡”ƒ–‹‘ƒŽ”‰ƒ‹œƒ–‹‘ˆ‘”–ƒ†ƒ”†‹œƒ–‹‘ǤDzͻͲͲͲǣ—ƒŽ‹–›ƒƒ‰‡‡–Ǥdz
Š––’ǣȀȀ™™™Ǥ‹•‘Ǥ‘”‰Ȁ‹•‘ȀŠ‘‡Ȁ•–ƒ†ƒ”†•Ȁƒƒ‰‡‡–Ǧ•–ƒ†ƒ”†•Ȁ‹•‘̴ͻͲͲͲǤŠ–Ǥ
–‡”ƒ–‹‘ƒŽ”‰ƒ‹œƒ–‹‘ˆ‘”–ƒ†ƒ”†‹œƒ–‹‘ǤDzͻͲͲͳǣŠƒ–‘‡•‹–‡ƒ‹–Š‡—’’Ž›
Šƒ‹ǫdzŠ––’ǣȀȀ™™™Ǥ‹•‘Ǥ‘”‰Ȁ‹•‘ȀͳͲͲ͵ͲͶǤ’†ˆǤ
–‡”ƒ–‹‘ƒŽ”‰ƒ‹œƒ–‹‘ˆ‘”–ƒ†ƒ”†‹œƒ–‹‘ǤDzͳͶͲͲͲȄ˜‹”‘‡–ƒŽƒƒ‰‡‡–Ǥdz
Š––’ǣȀȀ™™™Ǥ‹•‘Ǥ‘”‰Ȁ‹•‘Ȁ‹•‘ͳͶͲͲͲǤ
–‡”ƒ–‹‘ƒŽ”‰ƒ‹œƒ–‹‘ˆ‘”–ƒ†ƒ”†‹œƒ–‹‘ǤDzͳͶͲͲͳǣ˜‹”‘‡–ƒŽƒƒ‰‡‡–
›•–‡•‡˜‹•‹‘ǤdzŠ––’ǣȀȀ™™™Ǥ‹•‘Ǥ‘”‰Ȁ‹•‘ȀŠ‘‡Ȁ•–ƒ†ƒ”†•Ȁƒƒ‰‡‡–Ǧ
•–ƒ†ƒ”†•Ȁ‹•‘ͳͶͲͲͲȀ‹•‘ͳͶͲͲͳ̴”‡˜‹•‹‘ǤŠ–Ǥ
–‡”ƒ–‹‘ƒŽ”‰ƒ‹œƒ–‹‘ˆ‘”–ƒ†ƒ”†‹œƒ–‹‘ǤDzʹ͸ͲͲͲȄ‘…‹ƒŽ‡•’‘•‹„‹Ž‹–›Ǥdz
™™™Ǥ‹•‘Ǥ‘”‰Ȁ‹•‘Ȁ•‘…‹ƒŽ̴”‡•’‘•‹„‹Ž‹–›Ǥ
–‡”ƒ–‹‘ƒŽ”‰ƒ‹œƒ–‹‘ˆ‘”–ƒ†ƒ”†‹œƒ–‹‘ǤDz͵ͳͲͳͲǣʹͲͲͻǤdzŠ––’ǣȀȀ™™™Ǥ‹•‘Ǥ‘”‰Ȁ
‹•‘Ȁ…ƒ–ƒŽ‘‰—‡̴†‡–ƒ‹Žǫ…•—„‡”αͷͳͲ͹͵Ǥ
–‡”ƒ–‹‘ƒŽ”ƒ†‡†‹‹•–”ƒ–‹‘ǤDz”‘–‡…–‹‰–‡ŽŽ‡…–—ƒŽ”‘’‡”–›‹‰Š–•„”‘ƒ†ǣ‡•‘—”…‡•
ˆ‘”ǤǤš’‘”–‡”•ǤdzŠ––’ǣȀȀ™™™Ǥ‡š’‘”–Ǥ‰‘˜ȀΨͷȀ”‡‰—Žƒ–‹‘Ȁ‡‰̴ƒ‹̴ͲͳͺͺͳͺǤƒ•’Ǥ
–‡”‡–‡–ƒ‹Ž‡”ǤDzǤǤǦ‘‡”…‡ƒŽ‡•ǡʹͲͳͶǦʹͲͳͺǤdzŠ––’•ǣȀȀ™™™Ǥ‹–‡”‡–”‡–ƒ‹Ž‡”Ǥ…‘Ȁ
–”‡†•Ȁ•ƒŽ‡•Ȁ—•Ǧ‡Ǧ…‘‡”…‡Ǧ•ƒŽ‡•ǦʹͲͳ͵ǦʹͲͳ͹ȀǤ
”˜‹‰ǡƒǡ
ƒ”›‹Ž’‘‡ǡƒˆˆ‹ƒ”ƒ”‹ƒǡƒ†ƒ”Ž‹–‰ƒƒ”†ǤDz‘˜ƒ–‹‘•ǣƒšǦŽ‹‰‡†
’’”‘ƒ…Š–‘ǤdzSupply Chain Management Review, ’”‹ŽʹͲͲͷǤ

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APICS CSCP Learning System

‹‹š‹‰ƒǡ™™™Ǥ‹•‹š•‹‰ƒǤ…‘Ǥ
ƒ”‘—••‡ǡ‡‡ǤDz–”ƒ–‡‰‹…—’’Ž›Šƒ‹ƒƒ‰‡‡–ǤdzŠ––’ǣȀȀ™™™ǤŠŠƒ‰Ǥ…‘Ȁƒ”–‹…Ž‡•Ȁ
ͶͷʹʹǦ•–”ƒ–‡‰‹…Ǧ•—’’Ž›Ǧ…Šƒ‹Ǧƒƒ‰‡‡–Ǥ
‘Š•‘ǡƒ”ǤDz‡™—•‹‡••‘†‡Ž•‡”‰‹‰ƒ”‡–•ǤdzHarvard Business Review,ʹͲͳͳǤ
‘Š•‘ǡƒ––ǤDz‘ŽŽƒ„‘”ƒ–‹‘ǣ‡™ƒ”ƒ†‹‰ˆ‘”ƒ”–‡”•Š‹’…”‘••–Š‡—’’Ž›Šƒ‹Ǥdz
Š‹…ƒ‰‘ǡŽŽ‹‘‹•ǣǡʹͲͲʹǤ
‘”†ƒǡ‡™‹•ǤPartnerships for Profit: Structuring and Managing Strategic Alliances. ‡™
‘”ǣŠ‡ ”‡‡”‡••ǡ‹‘Ƭ…Š—•–‡”ǡ…ǤǡͳͻͻͲǤ
ƒ’Žƒǡ‘„‡”–Ǥǡƒ†ƒ˜‹†Ǥ‘”–‘ǤThe Balanced Scorecard: Translating Strategy into
Action. ‘•–‘ǣ ƒ”˜ƒ”†—•‹‡••…Š‘‘Ž”‡••ǡͳͻͻ͸Ǥ
Dz‡‡’‹‰Š‡ƒ†‘ˆ—’’Ž›Šƒ‹‹•ƒ†…‡”–ƒ‹–›ǤdzʹͲͲͺǡ™™™Ǥ‘”ƒ…Ž‡Ǥ…‘Ȁ—•Ȁ’”‘†—…–•Ȁ
ƒ’’Ž‹…ƒ–‹‘•Ȁƒ……‡–—”‡Ǧ‘”ƒ…Ž‡Ǧ”‹•Ǧ’‘˜Ǧ„™’ǦͲ͸ͻͻͷͻǤ’†ˆ͓•‡ƒ”…Šα̶—…‡”–ƒ‹–›̶Ǥ
‡–…Š‡ǡƒ˜‹† ”Ǥǡ‹ŽŽ‹ƒ‡„ƒ”‹…ǡ
ǤŠ‘ƒ•Ǥ—Ž–ǡƒ†ƒ˜‹†‡›‡”ǤDz‡•–ƒŽ—‡—’’Ž›
Šƒ‹•ǣ‡›‘’‡–‹–‹˜‡‡ƒ’‘ˆ‘”–Š‡ʹͳ•–‡–—”›ǤdzŠ––’•ǣȀȀŠ„”Ǥ‘”‰Ȁ’”‘†—…–Ȁ„‡•–Ǧ
˜ƒŽ—‡Ǧ•—’’Ž›Ǧ…Šƒ‹•ǦƒǦ‡›Ǧ…‘’‡–‹–‹˜‡Ǧ™‡ƒ’‘ǦȀƒȀʹ͹ͻǦ Ǧ
Ǥ
Dz‡›Ž‡‡–•‘ˆ—ƒŽ‹–›ǥ—•–‘‡”ǡ”‘…‡••ƒ†’Ž‘›‡‡Ǥdz™™™Ǥ‰‡Ǥ…‘Ȁ•‹š•‹‰ƒȀ
‡›‡Ž‡‡–•ǤŠ–Ž.
Š‘‘ǡ•‹‡Ǥǡ”‡˜‘”Ǥ’‡††‹‰ǡƒƒ‹„”‹†‰‡ǡƒ†ƒ˜‹†ǤǤƒ’Ž‹ǤDz”‡ƒ–‹‰ƒ
”‡‡
—’’Ž›Šƒ‹ǤdzGMI,—–—ʹͲͲͳǤ
‹Ž…ƒ””ǡ‡ƒǤDzŠƒ‰‹‰Š‹’’‹‰ƒ––‡”•ƒ›Š”‹‘‰‹•–‹…•†—•–”›Ǥdz
Š––’ǣȀȀˆŽ‡‡–‘™‡”Ǥ…‘ȀˆŽ‡‡–Ǧƒƒ‰‡‡–Ȁ…Šƒ‰‹‰Ǧ•Š‹’’‹‰Ǧ’ƒ––‡”•Ǧƒ›Ǧ•Š”‹Ǧ
Ž‘‰‹•–‹…•Ǧ‹†—•–”›Ǥ
‹Ž’‘‡ǡ
ƒ”›ǡƒ†ƒ”ƒ”†‹•‘ǤDz–‡‰”ƒ–‡†’’”‘ƒ…Š‡•–‘
Ž‘„ƒŽ—’’Ž›Šƒ‹
”ƒ•ˆ‘”ƒ–‹‘ǤdzŠ‹…ƒ‰‘ǡŽŽ‹‘‹•ǣǡʹͲͲͶǤ
‹‰ǡƒǤDz‘”–Š™‡•–ƒ›š’‘”–•
‡––‹‰“—‡‡œ‡†‹‘™…‘‘›ǤdzOPB Newsǡ
‘”–Š™‡•–—„Ž‹…ƒ†‹‘ǡ —Ž›ͳ͵ǡʹͲͲͻǤ
‹•‡”ǡ ƒ‡•ǡƒ†
Ǥƒ–”‡ŽŽǤDz‹š–‡’•–‘ƒƒ‰‹‰‹•ǤdzSupply Chain Management Reviewǡ
ͳͲȋ͵ȌǡʹͲͲ͸Ǥ
—‰Ž‹ǡ ”‡†ǤCustomer-Centered Supply Chain Management: A Link-by-Link GuideǤ‡™‘”ǣ
ǡͳͻͻͺǤ
—‰Ž‹ǡ ”‡†Ǥǡƒ†ƒ”„ƒ”ƒǤ‘•‡„ƒ—ǤThe Supply Chain Network @ Internet Speed:
Preparing Your Company for the E-Commerce RevolutionǤ‡™‘”ǣǡʹͲͲͳǤ
™ƒǡ ƒ‡•ǤDzŠ‡’‘”–ƒ…‡‘ˆš…‡ŽǤdzŠ––’ǣȀȀ„ƒ•‡Ž‹‡•…‡ƒ”‹‘Ǥ…‘ȀʹͲͳ͵ȀͲʹȀͲͻȀ–Š‡Ǧ
‹’‘”–ƒ…‡Ǧ‘ˆǦ‡š…‡ŽȀǤ

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 Cumulative Course Bibliography

ƒ†˜ƒ–‡”ǡƒ””›ŽǤDzŠƒ–•‹‡ǦŠƒ•‡†Žƒ‹‰ǫdzSupply Chain Management Review,

‘˜‡„‡”Ȁ‡…‡„‡”ʹͲͲͳǤ
‡‡ǡƒ—ǤDz‘ǯ–™‡ƒ‘—”—’’Ž›Šƒ‹Ȅ‡–Š‹‹–†–‘†ǤdzHarvard Business Review,
…–‘„‡”ʹͲͳͲǡŠ––’•ǣȀȀŠ„”Ǥ‘”‰ȀʹͲͳͲȀͳͲȀ†‘–Ǧ–™‡ƒǦ›‘—”Ǧ•—’’Ž›Ǧ…Šƒ‹Ǧ”‡–Š‹Ǧ‹–Ǧ‡†Ǧ–‘Ǧ
‡†Ȁƒ”ȀͳǤ
‡‡ǡƒ—ǤDz”‹’Ž‡Ǧ—’’Ž›Šƒ‹Ǥdz Harvard Business Review,…–‘„‡”ʹͲͲͶǡŠ„”Ǥ‘”‰Ȁ’”‘†—…–Ȁ
–Š‡Ǧ–”‹’Ž‡ǦƒǦ•—’’Ž›Ǧ…Šƒ‹ǦŠƒ”˜ƒ”†Ǧ„—•‹‡••Ǧ”‡˜‹‡™ȀƒȀͲͶͳͲ Ǧ Ǧ
Ǥ
‹ǡ‹‰ǤSupply Chain Management: Concepts, Techniques, and Practices—Enhancing Value
through CollaborationǤƒ…‡•ƒ…ǡ‡™ ‡”•‡›ǣ‘”Ž†…‹‡–‹ˆ‹…—„Ž‹•Š‹‰‘Ǥ–‡Ǥ–†Ǥǡ
ʹͲͲ͹Ǥ
‹‰Š–ǡŽ‹œƒ„‡–ŠǤDz
”‡‡—’’Ž›Šƒ‹ǤdzNZ Business,’”‹ŽʹͲͲʹǤ
‹‰ǡ‹…Šƒ”†ǤDzƒŽ‡•ƒ†’‡”ƒ–‹‘•Žƒ‹‰Ȅ–Š‡ ‘—”‡›ǤdzŠ‹…ƒ‰‘ǡŽŽ‹‘‹•ǣǡʹͲͲʹǤ
‘‰ǡ‘—‰Žƒ•ǤInternational Logistics: Global Supply Chain ManagementǤ‘”™‡ŽŽǡ
ƒ••ƒ…Š—•‡––•ǣŽ—™‡”…ƒ†‡‹…—„Ž‹•Š‡”•ǡʹͲͲ͵Ǥ
‘˜‘”ǡƒ†ƒŽŽǤDz—‹Ž†‹‰ƒ‘Ž‹† ‘—†ƒ–‹‘ˆ‘”—’’Ž›Šƒ‹’–‹‹œƒ–‹‘Ǥdz–‡”ƒ–‹‘ƒŽ
‘ˆ‡”‡…‡”‘…‡‡†‹‰•ǤŠ‹…ƒ‰‘ǡŽŽ‹‘‹•ǣǡʹͲͲ͵Ǥ
—„‹ǡƒ˜‹†Ǥǡƒ†ƒ‹‡ŽǤ•–›ǤDzŠ‡—•–ƒ‹ƒ„‹Ž‹–›’‡”ƒ–‹˜‡ǤdzHarvard Business Reviewǡ
ƒ›ʹͲͳͲǡŠ„”Ǥ‘”‰ȀʹͲͳͲȀͲͷȀ–Š‡Ǧ•—•–ƒ‹ƒ„‹Ž‹–›Ǧ‹’‡”ƒ–‹˜‡Ȁƒ”ȀͳǤ
——•ǡŠ‘†ƒǤǡƒ†‡””›—ǤDz‘’‡–‹‰–Š”‘—‰Š‡–™‘”•ǡƒ”–ǣ‘…ƒŽ‹œ‡–Š‡ŽƒǢ
‹•—ƒŽ‹œ‡‡”ˆ‘”ƒ…‡Ǥdz–‡”ƒ–‹‘ƒŽ‘ˆ‡”‡…‡”‘…‡‡†‹‰•ǤŠ‹…ƒ‰‘ǡŽŽ‹‘‹•ǣǡ
ʹͲͲͶǤ
ƒŽ‘‡ǡ‘„‡”–ǤDzŽ‘•‹‰–Š‡—’’Ž›Šƒ‹‘‘’ǣ‡˜‡”•‡‘‰‹•–‹…•ƒ†–Š‡‘†‡ŽǤdz
Š––’ǣȀȀ™™™Ǥ‹„‘—†Ž‘‰‹•–‹…•Ǥ…‘Ȁ…•Ȁƒ”–‹…Ž‡Ȁ…Ž‘•‹‰Ǧ–Š‡Ǧ•—’’Ž›Ǧ…Šƒ‹ǦŽ‘‘’Ǧ”‡˜‡”•‡Ǧ
Ž‘‰‹•–‹…•Ǧƒ†Ǧ–Š‡Ǧ•…‘”Ǧ‘†‡ŽȀǤ
ƒ•ˆ‹‡Ž†ǡ†™ƒ”†Ǥǡƒ†‹Ž‡”ǡ‡Ž‡ǤThe Political Economy of Regionalism.‡™‘”ǣ
‘Ž—„‹ƒ‹˜‡”•‹–›”‡••ǡͳͻͻ͹Ǥ
ƒ”ƒ„‘––‹ǡ‡„ǤDz—’’Ž›Šƒ‹˜‡–ƒƒ‰‡‡–ǣƒ–‡‰‘”›ǡ —…–‹‘ǡ‘” —•–‘–Š‡”
—œœ™‘”†ǫdz‡•–‘–ǡŽŽ‹‘‹•ǣ‹Ž˜‘‘ˆ–™ƒ”‡ǡ…ǤǡʹͲͲʹǤ
ƒ”‡–‹‰Šƒ”–•ǡ™™™Ǥƒ”‡–‹‰…Šƒ”–•Ǥ…‘Ǥ
ƒ”–‹ǡ†”‡ ǤDzƒ’ƒ…‹–›Žƒ‹‰ǣŠ‡–‹†‘–‡–‘—’’Ž›Šƒ‹‘•–”ƒ‹–•ǤdzSupply Chain
Management Review,‘˜‡„‡”Ȁ‡…‡„‡”ʹͲͲͳǤ
ƒ–Š‹•ǡ‘„‡”–Ǥǡ ‘ŠǤƒ…•‘ǤHuman Resource Management, ͳʹ–Š‡†‹–‹‘. ƒ•‘ǡŠ‹‘ǣ
Š‘•‘Ȁ‘—–ŠǦ‡•–‡”ǡʹͲͲͺǤ

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APICS CSCP Learning System

…‘‡ŽŽǡƒ’„‡ŽŽǤǡ–ƒŽ‡›Ǥ”—‡ǡƒ†‡ƒǤ Ž›ǤMacroeconomics: Principles,

Problems, and Policies. ‡™‘”ǡ‡™‘”ǣ…
”ƒ™Ǧ‹ŽŽȀ”™‹ǡʹͲͳʹǤ
…‘”ƒ…ǡ‡˜‹Ǥǡ‹ŽŽ‹ƒ ‘Š•‘ǡƒ†‹ŽŽ‹ƒǤƒŽ‡”ǤSupply Chain Networks and
Business Process Orientation: Advanced Strategies and Best PracticesǤ‘…ƒƒ–‘ǡ Ž‘”‹†ƒǣ–Ǥ
—…‹‡”‡••ǡʹͲͲʹǤ
‡Ž›ǡ–‡˜‡Ǥǡ‡–ƒŽǤDz—’’Ž›Šƒ‹ƒƒ‰‡‡–ʹͲͳͲƒ†‡›‘†ǣƒ’’‹‰–Š‡ —–—”‡‘ˆ
–Š‡–”ƒ–‡‰‹…—’’Ž›Šƒ‹Ǥdz†—…ƒ–‹‘ƒŽƬ‡•‡ƒ”…Šǡ…Ǥǡ‘˜‡„‡”ʹͲͲ͸Ǥ
‡Ž›ǡ–‡˜‡ǡƒ†ǤǤŠ”‹•–‡•‡ǤDz‹•ƒƒ‰‡‡–ǣ•‘—”—’’Ž›Šƒ‹‘‘‡ƒǫdz
APICS—The Performance Advantageǡ —‡ʹͲͲͶǤ
‡””‹ˆ‹‡Ž†ǡ‹…ǡ ƒ…ƒŽŠ‘—ǡƒ†‡‹•–‡˜‡•ǤDzŠ‡‡š–‡˜‘Ž—–‹‘‹”‘†—…–‹˜‹–›Ǥdz
Harvard Business Review, —‡ͳǡʹͲͲͺǤ
‡–œ‰‡”, ‹…Šƒ‡ŽǤDzŠ‡‡‘ƒ†‡–•‘ˆ‡‰ƒŽ‹•ƒƒ‰‡‡–Ǥdz Business Horizons,
ƒ—ƒ”›ʹͲͲͺǤŠ––’•ǣȀȀŠ„”Ǥ‘”‰Ȁ’”‘†—…–Ȁ–Š‡Ǧ–‡Ǧ…‘ƒ†‡–•Ǧ‘ˆǦŽ‡‰ƒŽǦ”‹•Ǧ
ƒƒ‰‡‡–ȀƒȀʹͷͻǦ Ǧ
Ǥ
‹…”‘•‘ˆ–—•‹‡••‘Ž—–‹‘•ǤTraining 8019A: CRM Applications ProfessionalǤ ƒ”‰‘ǡ‘”–Š
ƒ‘–ƒǣ‹…”‘•‘ˆ–‘”’‘”ƒ–‹‘ǡʹͲͲͶǤ
‹ŽŽ‡”ǡ‘‰‡”‡‘›ǡƒ†
ƒ›Ž‘”†Ǥ ‡–œǤBusiness Law Today, •‹š–Š‡†‹–‹‘.ƒ•‘ǡŠ‹‘ǣ
Š‘•‘Ǧ‘—–ŠǦ‡•–‡”‡•–ǡʹͲͲ͵Ǥ
‘‰‡ŽŽ—œœ‘ǡ‹ŽŽǤDz
”‡‡ˆ‘”Ǯ
”‡‡ǯȄ˜‡•–‡–Ǯ‰‡Ž•ǯ—–’‘‡›ˆ‘”˜‹”‘‡–ƒŽ
‡…Š‘Ž‘‰›ƒ–‘”–•ǤdzThe Journal of Commerce, —‡ͳ͸ǡʹͲͲͺǤ
‘‘”‡ǡ ‘ŠǤDz ǯ•‘•‹–‹˜‡†‡–‹ˆ‹…ƒ–‹‘Ǥdzˆ…™Ǥ…‘Ȁƒ”–‹…Ž‡•ȀʹͲͲͷȀͲͶȀͳͺȀ”ˆ‹†•Ǧ’‘•‹–‹˜‡Ǧ
‹†‡–‹ˆ‹…ƒ–‹‘Ǥƒ•’šǤ
‘”‹‰•–ƒ”ǡ™™™Ǥ‘”‹‰•–ƒ”Ǥ…‘Ǥ
ò–‡”ǡ‘—‹•‡ǤDzŽ‘™–‡ƒ‹‰‡”‡–‘–ƒ›ǤdzŠ––’ǣȀȀ™™™Ǥƒ‡”•Ǥ…‘Ȁ‡Ȁ–Š‡Ǧƒ‡”•Ǧ
‰”‘—’Ȁ’”‡••Ǧ”‘‘Ȁ’”‡••Ǧ”‡Ž‡ƒ•‡Ǧƒ”…Š‹˜‡ȀʹͲͳͲȀͻȀ•Ž‘™Ǧ•–‡ƒ‹‰ǦŠ‡”‡Ǧ–‘Ǧ•–ƒ›.
—–‡”ǡƒ”›ǤGuide to Managerial Communication: Effective Business Writing and Speaking,
‹–Š‡†‹–‹‘Ǥ‘•–‘ǡƒ••ƒ…Š—•‡––•ǣ”‡–‹…‡ƒŽŽǡʹͲͳʹǤ
—œ—†ƒ”ǡƒŠƒǡƒ†ƒ”ƒ›ƒƒŽƒ…Šƒ†”ƒǤDzŠ‡—’’Ž›Šƒ‹˜‘Ž—–‹‘ǣ‘Ž‡•ǡ
‡•’‘•‹„‹Ž‹–‹‡•ƒ†’Ž‹…ƒ–‹‘•ˆ‘”ƒƒ‰‡‡–ǤdzAPICS—The Performance Advantage,
…–‘„‡”ʹͲͲͳǤ
Dzƒ–‹‘ƒŽ ‡–‡” ‘‹•‡šƒ••–”—‡–•‡ƒƒ‰Ǧ‹–”‘‰”ƒǤdz‡šƒ••–”—‡–•ǡ
™™™Ǥ–‹Ǥ…‘Ȁ–‹”‹•Ȁ†‘…•Ȁ‡™•Ȁ‡™•̴”‡Ž‡ƒ•‡•ȀʹͲͲͷȀ”‡ŽͲ͵ǦͲͳǦͲͷƒǤ•Š–Ž.
Dz‡™–ƒ†ƒ”†ˆ‘”ˆˆ‡…–‹˜‡ƒƒ‰‡‡–‘ˆ‹•Ǥdz–‡”ƒ–‹‘ƒŽ”‰ƒ‹œƒ–‹‘ˆ‘”
–ƒ†ƒ”†‹œƒ–‹‘ǡ‘˜‡„‡”ͳͳǡʹͲͲͻǤ™™™Ǥ‹•‘Ǥ‘”‰Ȁ‹•‘Ȁ’”‡••”‡Ž‡ƒ•‡ǤŠ–ǫ”‡ˆ‹†α‡ˆͳʹ͸͸Ǥ

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 Cumulative Course Bibliography

‘‹ƒǡ™™™Ǥ‘‹ƒǤ…‘Ǥ
ȋ”‰ƒ‹œƒ–‹‘ˆ‘”–Š‡†˜ƒ…‡‡–‘ˆ–”—…–—”‡†ˆ‘”ƒ–‹‘–ƒ†ƒ”†•Ȍǡ™™™Ǥ‘ƒ•‹•Ǧ
‘’‡Ǥ‘”‰Ǥ
ǤŠ––’ǣȀȀ™™™Ǥ‘‡…†Ǥ‘”‰Ȁƒ„‘—–ȀǤ
Ž‹˜‡”‹‰Š–ǡ™™™Ǥ‘Ž‹˜‡”™‹‰Š–Ǥ…‘Ǥ
’‡›•–‡•ǡ…Ǥǡ™™™Ǥ‘•ƒ•Ǥ…‘Ǥ
”ƒ…Ž‡ǡ™™™Ǥ‘”ƒ…Ž‡Ǥ…‘Ǥ
”–ǡ†ǤDz‡”˜‹…‡Ǧ”‹‡–‡†”…Š‹–‡…–—”‡ƒ†‡„‡”˜‹…‡•ǣ‘…‡’–•ǡ‡…Š‘Ž‘‰‹‡•ǡƒ†‘‘Ž•Ǥdz
—‡˜‡Ž‘’‡”‡–™‘”ǡ™™™Ǥ‘”ƒ…Ž‡Ǥ…‘Ȁ–‡…Š‡–™‘”Ȁƒ”–‹…Ž‡•ȀŒƒ˜ƒ•‡Ȁ•‘ƒʹǦͳ͵͹ʹͺͺǤŠ–ŽǤ
•ƒ™ƒǡ —”‘ǤDz‘™‘†‡”•–ƒ†Ž‹„ƒ„ƒǯ•—•‹‡••‘†‡ŽǤdzŠ––’ǣȀȀ™™™Ǥƒ”‡–™ƒ–…ŠǤ…‘Ȁ
•–‘”›ȀŠ‘™Ǧ–‘Ǧ—†‡”•–ƒ†ǦƒŽ‹„ƒ„ƒ•Ǧ„—•‹‡••Ǧ‘†‡ŽǦʹͲͳͶǦͲ͵ǦͳͷǦͻͶͺͷͷͺͶ͹Ǥ
ǯ—ŽŽ‹˜ƒǡ‡‹•ǤDzŠƒ–•–Š‡‡ƒŽ‹–›‘ˆ˜‹”‘‡–ƒŽŽ› ”‹‡†Ž›—’’Ž›Šƒ‹•ǫdzLogistics &
Transport Focus,…–‘„‡”ʹͲͲͺǤ
šˆ‘”†…‘‘‹… ‘”‡…ƒ•–‹‰ǤDzŠ‡…‘‘‹…’ƒ…–‘ˆš’”‡••ƒ””‹‡”•‹—”‘’‡Ǥdz
™™™Ǥ‡—”‘‡š’”‡••Ǥ‘”‰Ȁ—’Ž‘ƒ†•Ȁ‹„”ƒ”›Ȁ̴ʹͲͳͳ̴Ǥ’†ˆǤ
ƒ”‡”ǡ†”‡™ǡƒ†ƒ‹‡Ž…Šƒˆ‡”ǤDz—Ž–‹ƒ–‹‘ƒŽ•ƒ”‘˜‡” ƒ’ƒ‡•‡—’’Ž‹‡•ǤdzFinancial
Times,ƒ”…Šͳ͹ǡʹͲͳͳǡ™™™Ǥˆ–Ǥ…‘Ȁ…•Ȁ•ȀͲȀͻͺͳ‡͹ƒƒƒǦͷͲ…ͻǦͳͳ‡ͲǦͻʹʹ͹Ǧ
ͲͲͳͶͶˆ‡ƒ„ͶͻƒǤŠ–Ž͓ƒšœœͳƒ‡‰Œͷ™Ǥ
‡‹…ǡ ƒ•‹‡ǤDzͶ‡•–”ƒ…–‹…‡•ˆ‘”–”‡ƒŽ‹‹‰‘•’‹–ƒŽ—’’Ž›Šƒ‹ƒƒ‰‡‡–Ǥdz
Š––’ǣȀȀŠ‹–…‘•—Ž–ƒ–Ǥ‡–ȀʹͲͳ͵ȀͲͺȀͲͷȀͶǦ„‡•–Ǧ’”ƒ…–‹…‡•Ǧˆ‘”Ǧ•–”‡ƒŽ‹‹‰ǦŠ‘•’‹–ƒŽǦ•—’’Ž›Ǧ
…Šƒ‹Ǧƒƒ‰‡‡–ȀǤ
‡’’‡”•ǡ‘ǡƒ†ƒ”–Šƒ‘‰‡”•ǤOne to One, B2B: Customer Development Strategies for the
Business-to-Business WorldǤ‡™‘”ǣ‘—„Ž‡†ƒ›ǡʹͲͲͳǤ
‡–‡”•‡ǡƒ–Š‡”‹‡ Ǥǡƒ†”‡–ǤǤ”‹—•ǤIncoterms® 2010 and the UCC: A Guide to
International and Domestic Terms of Sale, Version 3.
Ž‘„ƒŽ”ƒ‹‹‰‡–‡”ǡʹͲͳͲǤ
‘‹”‹‡”ǡŠƒ”Ž‡•ǤAdvanced Supply Chain Management: How to Build a Sustained Competitive
AdvantageǤƒ ”ƒ…‹•…‘ǣ‡””‡––Ǧ‘‡ŠŽ‡”—„Ž‹•Š‡”•ǡͳͻͻͻǤ
‘‹”‹‡”ǡŠƒ”Ž‡•ǡ‡–ƒŽǤThe Networked Supply Chain: Applying Breakthrough BPM Technology to
Meet Relentless Customer DemandǤ‘…ƒƒ–‘ǡ Ž‘”‹†ƒǣ Ǥ‘••—„Ž‹•Š‹‰ǡʹͲͲͶǤ
‘‹”‹‡”ǡŠƒ”Ž‡•Ǥǡƒ†‹…Šƒ‡Ž Ǥƒ—‡”ǤE-Supply Chain: Using the Internet to Revolutionize Your
Business (How Market Leaders Focus Their Entire Organization on Driving Value to
Customers)Ǥƒ ”ƒ…‹•…‘ǣ‡””‡––Ǧ‘‡ŠŽ‡”—„Ž‹•Š‡”•ǡʹͲͲͲǤ
‘‹”‹‡”ǡŠƒ”Ž‡•Ǥǡƒ†–‡’Š‡‡‹–‡”ǤSupply Chain Optimization: Building the Strongest Total
Business NetworkǤƒ ”ƒ…‹•…‘ǣ‡””‡––Ǧ‘‡ŠŽ‡”—„Ž‹•Š‡”•ǡͳͻͻ͸Ǥ

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APICS CSCP Learning System

‘Œƒ•‡ǡ‘„‡”–ǤDz•‹‰‡ƒ†‹‰†‹…ƒ–‘”•–‘”‹˜‡—•–ƒ‹ƒ„‹Ž‹–›‡”ˆ‘”ƒ…‡Ǥdz‹Ž‡›
‡”‹‘†‹…ƒŽ•ǡ…Ǥǡ—‡”ʹͲͲͻǤ
”ƒ•Šƒ–ŠƒǡŠƒ‡‡ǡƒ† —Ž‹ƒ‹”‹•Šƒ™ǤDzƒ…‹‰™‹–Š
‘”‹ŽŽƒ•ǣ‘™ƒŽŽ‘’ƒ‹‡•
ƒƒ”–‡”ˆˆ‡…–‹˜‡Ž›™‹–Š•ǤdzCalifornia Management Review,‘˜‡„‡”ʹͲͲͺǤ
”‡•…‘†ǡƒ—ŽǤDzƒ†–Š‡‡ƒŽ‘”Ž†Ǥdzǯ‡‹ŽŽ›‡„•‡”˜‹…‡•ǡ™™™ǤšŽǤ…‘Ȁ’—„ȀƒȀ
™•ȀʹͲͲʹȀͲʹȀʹͲȀ”‡•–ǤŠ–Ž.
Dz”‘…‡••‘ˆ
‘‹‰’”‘˜‡‡–Ǥdz‡–‡”ˆ‘”†—•–”‹ƒŽ‡•‡ƒ”…Šƒ†‡”˜‹…‡ȋȌǡ‘™ƒ
–ƒ–‡‹˜‡”•‹–›Ȁ‹˜‡”•‹–›š–‡•‹‘ǡʹͲͳͲǡ™™™Ǥ…‹”ƒ•Ǥ‹ƒ•–ƒ–‡Ǥ‡†—ȀŽ‹„”ƒ”›Ȁ
–‘…Ȁ’”‘…‡••‹’”‘˜‡‡–Ǥƒ•’Ǥ
”‘Œ‡…–ƒƒ‰‡‡–•–‹–—–‡ǡ…ǤA Guide to the Project Management Body of Knowledge, ˆ‹ˆ–Š
‡†‹–‹‘. ‡™–‘™“—ƒ”‡ǡǣ”‘Œ‡…–ƒƒ‰‡‡–•–‹–—–‡ǡ…ǤǡʹͲͳ͵Ǥ
–ƒǡƒ”‘ŽǤǡŠƒ†‹–Šǡƒ† ‘•‡’Š”Ž‹…›ǤOrlicky’s Material Requirements Planning. ‡™
‘”ǡ‡™‘”ǣ…
”ƒ™Ǧ‹ŽŽǡʹͲͳͳǤ
ƒƒ”‹•ŠƒǡǤǤƒƒǤDz‡„‡”˜‹…‡•ǣǯ•‡™‡•–ŽŽ›ǫdzOR/MS Today, ‡…‡„‡”ʹͲͲͳǡ
™™™ǤŽ‹‘Š”–’—„Ǥ…‘Ȁ‘”•Ȁ‘”•ǦͳʹǦͲͳȀ™‡„•‡”˜‹…‡•ˆ”ǤŠ–ŽǤ
ƒ†‡™‹…Šǡ‘‡Žǡƒ†Šƒ‰Ǧƒ‹ǤDz•‹ƒ—’’Ž›‹‡•‹–„›‡•–‘ƒ•–‘”–•‹•’—–‡Ǥdz
Š––’ǣȀȀ™™™Ǥ”‡—–‡”•Ǥ…‘Ȁƒ”–‹…Ž‡ȀʹͲͳͷȀͲʹȀͳ͹Ȁ—•Ǧ—•ƒǦ’‘”–•Ǧ‹†ͲͲ ͸ʹͲͳͷͲʹͳ͹Ǥ
‡‡•‡ǡ†”‡™ǤDz—‹Ž†‹‰–Š‡
”‡‡—’’Ž›Šƒ‹ǤdzSupply/Demand Chain Executive,…–‘„‡”Ȁ
‘˜‡„‡”ʹͲͲ͹ǡ™™™Ǥ•†…‡š‡…Ǥ…‘Ȁƒ”–‹…Ž‡ȀͳͲʹͺͻ͸͹ͺȀ„—‹Ž†‹‰Ǧ–Š‡Ǧ‰”‡‡Ǧ•—’’Ž›Ǧ…Šƒ‹Ǥ
‡‡˜‡ǡ ƒ‡•ǤDzŠ‡ ‹ƒ…‹ƒŽ†˜ƒ–ƒ‰‡•‘ˆ–Š‡‡ƒ—’’Ž›Šƒ‹ǤdzSupply Chain
Management Review,ƒ”…ŠȀ’”‹ŽʹͲͲʹǤ
‡‹‰‘Ž†ǡ ‡‹ˆ‡”ǤDzƒŽ‹‰–Š‡ƒŽǤdzFast Company,‘˜‡„‡”ʹͲͲͷǤ
‡˜‡”•‡‘‰‹•–‹…•••‘…‹ƒ–‹‘ǤDz‡„‡”•ǤdzŠ––’ǣȀȀ™™™Ǥ”‡˜‡”•‡Ž‘‰‹•–‹…•–”‡†•Ǥ…‘Ȁ
‡„‡”•Ǥ’Š’Ǥ
‡˜‡”•‡‘‰‹•–‹…•š‡…—–‹˜‡‘—…‹Žǡ™™™Ǥ”Ž‡…Ǥ‘”‰Ǥ
RFID Journal,™™™Ǥ”ˆ‹†Œ‘—”ƒŽǤ…‘Ǥ
‹…‡ǡ ƒ‡•Ǥǡ ”Ǥǡƒ†‹…Šƒ”†Ǥ‘’’‡ǤDz—’’Ž›Šƒ‹˜•Ǥ—’’Ž›Šƒ‹ǣŠ‡›’‡ƒ†–Š‡
‡ƒŽ‹–›ǤdzSupply Chain Management Reviewǡ‡’–‡„‡”Ȁ…–‘„‡”ʹͲͲͳǤ
‹–…Š‹‡ǡƒƒŠǤDz͵ƒ† ‘”‡•––Š‹…•†—Ž–‹Ǧ‡ƒ”‘ˆŽ‹…–˜‡”ƒ’‡”‘—”…‹‰‘Ž‹…›Ǥdz
Š––’ǣȀȀ™™™Ǥ•—•–ƒ‹ƒ„Ž‡„”ƒ†•Ǥ…‘Ȁ‡™•̴ƒ†̴˜‹‡™•Ȁ„‡Šƒ˜‹‘”̴…Šƒ‰‡ȀŠƒƒŠ̴”‹–…Š‹‡Ȁ͵
̴ˆ‘”‡•–‡–Š‹…•̴‡†̴—Ž–‹Ǧ›‡ƒ”̴…‘ˆŽ‹…–̴‘˜‡”̴’ƒ’‡”̴•‘—Ǥ
‘„‹•‘ǡ†ƒǤDz‘’Ž‡–‡”‡ƒ†‘™‘ˆ–Š‡ʹ͸–Š–ƒ–‡‘ˆ‘‰‹•–‹…•‡’‘”–Ǥdz
Š––’ǣȀȀ…‡”ƒ•‹•Ǥ…‘ȀʹͲͳͷȀͲ͹ȀͳͲȀ•–ƒ–‡Ǧ‘ˆǦŽ‘‰‹•–‹…•Ǧ”‡’‘”–ȀǤ

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 Cumulative Course Bibliography

‘„‹•‘ǡ‡ƒǤDzŠƒ–”‡Š‡‹††‡‘•–•‘ˆ‘ˆ–™ƒ”‡‹…‡•‹‰ǫdzŠ––’ǣȀȀ‘–…‘Ǥ‡—Ȁ
”‡ˆ‡”‡…‡•Ȁ‘”ƒ…Ž‡Ȁ–Š‡ǦŽ‹…‡•‹‰Ǧ‘ˆǦ‘”ƒ…Ž‡Ǧ–‡…Š‘Ž‘‰›Ǧ’”‘†—…–•Ǧ…‘’Ž‹ƒ…‡Ǧ‡–”‹…•Ǧ
Ž‹…‡•‹‰Ǧ”‡•–”‹…–‹‘•ȀǤ
‘•‡ˆ‡Ž†ǡ˜‡”‡––ǤDzƒŒ‘”•‹ƒǦƒ…‹ˆ‹…”ƒ†‡ƒ…––‡”• ‹ƒŽ–ƒ‰‡•ǤdzŠ––’ǣȀȀ™™™Ǥ…„…Ǥ…‘Ȁ
ʹͲͳͷȀͲ͵ȀʹͲȀ–’’Ǧ–”ƒ•Ǧ’ƒ…‹ˆ‹…Ǧ’ƒ”–‡”•Š‹’Ǧ–”ƒ†‡Ǧ’ƒ…–Ǧ‹Ǧˆ‹ƒŽǦ•–ƒ‰‡•Ǧ…Š‹ƒǦ•‡–Ǧ–‘ǦŒ‘‹Ǧ
Žƒ–‡”ǤŠ–ŽǤ
‘•‡–ŠƒŽǡ‡–ŠŽŽ›ǤDz––‘”‡›—–Ž‹‡•‘‡—–•‘—”…‹‰ŠƒŽŽ‡‰‡•ˆ‘”ƒ—ˆƒ…–—”‡”•Ǥdz
™™™Ǥ‘—–•‘—”…‹‰Ǧ…‡–‡”Ǥ…‘ȀʹͲͲͷǦͲʹǦƒǦƒ––‘”‡›Ǧ‘—–Ž‹‡•Ǧ•‘‡Ǧ‘—–•‘—”…‹‰Ǧ
…ŠƒŽŽ‡‰‡•Ǧˆ‘”Ǧƒ—ˆƒ…–—”‡”•Ǧƒ”–‹…Ž‡Ǧ͵͹ͺͻͺǤŠ–ŽǤ
‘••ǡƒ˜‹† ǤDistribution Planning and Controlǡ•‡…‘†‡†‹–‹‘Ǥ‡™‘”ǣ’”‹‰‡”
…‹‡…‡Ϊ—•‹‡••‡†‹ƒǡ…ǤǡʹͲͲͶǤ
‘••ǡƒ˜‹† Ǥ Introduction to Supply Chain Management Technologies, •‡…‘†‡†‹–‹‘Ǥ ‘…ƒ
ƒ–‘ǡ Ž‘”‹†ƒǣ”‡••ǡʹͲͳͳǤ
‘™ƒ–ǡŠ”‹•–‹‡ǤDz‘ŽŽƒ„‘”ƒ–‹‘ˆ‘”’”‘˜‡†”‘†—…–˜ƒ‹Žƒ„‹Ž‹–›ǤdzLogistics & Transport
Focus, ’”‹ŽʹͲͲ͸Ǥ
—–‡”ǡ–‡’Š‡Ǥǡ‡–ƒŽǤDz‘‰‹–—†‹ƒŽ–—†›‘ˆ—’’Ž›Šƒ‹ˆ‘”ƒ–‹‘›•–‡•ǤdzProduction
and Inventory Management Journal, •‡…‘†“—ƒ”–‡”ǡʹͲͲͳǤ
ƒ‘—••‹ǡ‹ŽƒŽǡƒ†Ǥ Ǥƒ””› ‘‡•ǡ‡†‹–‘”•ǤRoutledge Encyclopedia of International Political
EconomyǤ‡™‘”ǣ‘—–Ž‡†‰‡ǡʹͲͲͳǤ
ǤDzŽ‘…‹‰–Š‡”‘‹•‡‘ˆ‡ƒ†‡•‹‰ƒ†Šƒ’‹‰Š”‘—‰Š‹‰ƒ–ƒƒŽ›–‹…•ǣ‘™
‘’’Ž›‹‰ŠǦ‡”ˆ‘”ƒ…‡ƒŽ›–‹…•‹‘—”—’’Ž›Šƒ‹Ǥdz
Š––’ǣȀȀ”‡•‘—”…‡•Ǥ‹†‰‡–‡”’”‹•‡Ǥ…‘Ȁ‘”‹‰‹ƒŽȀǦͲͳͳʹͲͷͳ̴Ž‘…‹‰”‘‹•‡Ǥ’†ˆǤ
ƒ—†‡”•ǡ‹…Šƒ‡Žǡƒ†Žƒ‡‰‡”ǤDz‡–”ƒŽ‹œ‹‰–Š‡›•–‡ǣ‘Ž—–‹‘‹•
Ž‘„ƒŽ’‡”ƒ–‹‘•ǡ
–‡‰”ƒ–‡•†Ǧ–‘Ǧ†—’’Ž›Šƒ‹ǤdzAPICS—The Performance Advantage,‡’–‡„‡”
ʹͲͲͶǤ
ƒ˜‹–œǡ†”‡™ǤThe Triple Bottom Line: How Today’s Best Run Companies Are Achieving
Economic, Social and Environmental Success—and How You Can TooǤƒ ”ƒ…‹•…‘ǣ ‘••‡›Ǧ
ƒ••ǡʹͲͲ͸Ǥ
…ƒ……Š‹––‹ǡ‹…‡ǤDz‡›•–‘ˆˆ‡…–‹˜‡—’’Ž‹‡”‡‰‡–ƒ–‹‘ǤdzInside Supply Management,
…–‘„‡”ǡʹͲͳͳǤŠ––’ǣȀȀ™™™Ǥ•……’ƒ”–‡”•Ǥ…‘Ȁ™’Ǧ…‘–‡–Ȁ—’Ž‘ƒ†•ȀʹͲͳͶȀͲͶȀͲͳǦͲͶǦ
‡‰‡–ƒ–‹‘̴…–̴ͳͳͳǦ…‘’›Ǥ’†ˆǤ
…Š‡”‡”Š‘”ǡ ‘ŠǤǡ ƒ‡•
Ǥ—–ǡƒ†‹…Šƒ”†Ǥ•„‘”ǤOrganizational Behavior, ͳͲ–Š
‡†‹–‹‘. ‘„‘‡ǡ‡™ ‡”•‡›ǣʹͲͲͺǤ
…ŠŽ‡‰‡Žǡ
”‡‰‘”›Ǥƒ†‘„‡”– Ǥ”‡–ǤSupply Chain Risk Management: An Emerging DisciplineǤ
‘…ƒƒ–‘ǡ Ž‘”‹†ƒǣ”‡••ǡʹͲͳͶǤ

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APICS CSCP Learning System

…Š”‘†‡”ǡƒ—ŽǤǡƒ†ƒ˜‹†Ǥ‘™‡ŽŽǤDz—Ž‡•‘ˆ‰ƒ‰‡‡–ǣ‡––‡”ƒ›–‘–‡”ƒ…–‹–Š
—’’Ž‹‡”•ǤdzCSCMP’s Supply Chain Quarterly, “—ƒ”–‡”ͶǡʹͲͳʹǤŠ––’•ǣȀȀ™™™Ǥƒ–‡ƒ”‡›Ǥ…‘Ȁ
†‘…—‡–•ȀͳͲͳͻʹȀͺͶʹ͸͸͹Ȁ̴‡––‡”̴ƒ›̴–‘̴‰ƒ‰‡̴™‹–Š̴—’’Ž‹‡”•Ǥ’†ˆȀ†ͷ„…‡ʹͳͻǦ‡͹ͲƒǦ
ͶͶͳ…Ǧƒ„ͲʹǦ„͸ˆͶͺͻͲͷͷͻ…͵Ǥ
DzͳͲ͵ǣ—’’Ž›Šƒ‹–”ƒ–‡‰‹‡•ǣ’”‘˜‹‰‡•’‘•‹˜‡‡••ƒ††˜ƒ…‡†‘’‹…•Ǥdz —’’Ž›
Šƒ‹Ž‹‡ǡ™™™Ǥ•—’’Ž›…Šƒ‹‘Ž‹‡Ǥ…‘Ȁ’”‡˜‹‡™•ȀͳͲ͵ȀͳǤŠ–ŽǤ
DzͳͲͶǣ–‡”‡–‡…Š‘Ž‘‰‹‡•ƒ†—’’Ž›Šƒ‹ƒƒ‰‡‡–Ǥdz—’’Ž›Šƒ‹Ž‹‡ǡ
™™™Ǥ•—’’Ž›…Šƒ‹‘Ž‹‡Ǥ…‘Ȁ’”‡˜‹‡™•ȀͳͲͶȀͳǤŠ–ŽǤ
Dz‡…—”‹‰”ƒ†‡ǣŠ‡ǯ•’’”‘ƒ…Š–‘‘”–ƒ†ƒ”‹–‹‡‘–ƒ‹‡”‡…—”‹–›ǤdzEU Insight,••—‡
‘Ǥʹͳǡ —Ž›ʹͲͲͺǤ
‡—”‹‰ǡ–‡ˆƒǤDz
”‡‡—’’Ž›Šƒ‹‘•–‹‰ǣ ‘‹–‘•–ƒƒ‰‡‡–‹–Š‡‘Ž›‡•–‡”‹‹‰•
—’’Ž›Šƒ‹ǤdzGMI,’”‹‰ʹͲͲͳǤ
Šƒ”ƒǡŒƒ›ǤDz
‘‘†ƒ†
‡––‹‰‡––‡”ǤdzŠ‹…ƒ‰‘ǡŽŽ‹‘‹•ǣǡʹͲͲͳǤ
Š‡ˆˆ‹ǡ‘••‹ǤThe Resilient Enterprise.ƒ„”‹†‰‡ǡƒ••ƒ…Š—•‡––•ǣ”‡••ǡʹͲͲ͹Ǥ
Š‡ˆˆ‹ǡ‘••‹ǡƒ†ƒ—Ž‹…Š‡ŽƒǤDzŠ‡‡š–‹ŽŽ‡”’’ǫ–ǯ•‘—”—’’Ž›Šƒ‹ǤdzSupply Chain
Stategy, ‘Ž—‡ͳǡ—„‡”ʹǡʹͲͲͷǤ
Š‡ˆˆ‹ǡ‘••‹ǡƒ† ƒ‡•Ǥ‹…‡ǡ ”ǤDz—’’Ž›Šƒ‹‹‡™‘ˆ–Š‡‡•‹Ž‹‡––‡”’”‹•‡ǤdzMIT Sloan
Management Review, ƒŽŽʹͲͲͷǡ™‡„Ǥ‹–Ǥ‡†—Ȁ•…”‡•’‘•‡Ȁ”‡’‘•‹–‘”›ȀŠ‡ˆˆ‹̴‹…‡̴̴
‹‡™̴‘ˆ̴–Š‡̴‡•‹Ž‹‡–̴–‡”’”‹•‡̴ ƒŽŽ̴ʹͲͲͷǤ’†ˆǤ
Š‘„”›•ǡ‘ƒŽ†ǤDz˜‡•–‹‰‹–Š‡Šƒ‹ǣ‹–‹‰ƒ–‹‰‹•ƒ†ƒš‹‹œ‹‰‡–—”‹‘—”
—’’Ž›Šƒ‹˜‡•–‡–•ˆ‘”ʹͲͲ͵ǤdzAPICS—The Performance Advantage, ƒ—ƒ”›ʹͲͲ͵Ǥ
Š‘‡ƒ‡”ǡ
”‡‰ǤDz—’’Ž›Šƒ‹˜‡”Šƒ—Žǣ”‹˜‹‰‘—”‘’ƒ›ǯ• —–—”‡–”ƒ–‡‰›Ǥdz
–‡”ƒ–‹‘ƒŽ‘ˆ‡”‡…‡”‘…‡‡†‹‰•ǤŠ‹…ƒ‰‘ǡŽŽ‹‘‹•ǣǡʹͲͲͶǤ
‹…Š‹Ǧ‡˜‹ǡƒ˜‹†ǤDz‡˜‡›–Š•–‘‡ƒ–‡ˆ‘”‡Š‡›‡ƒ–‘—ǤdzŠ––’ǣȀȀ™™™Ǥ‹‡•‡’Ǥ…‘Ȁ
‡•Ȁ•‡˜‡Ǧ›–Š•Ǧ–‘Ǧ„‡ƒ–Ǧ„‡ˆ‘”‡Ǧ–Š‡›Ǧ„‡ƒ–Ǧ›‘—ǦͳʹͷͳͳǤŠ–ŽǤ
‹…Š‹Ǧ‡˜‹ǡƒ˜‹†ǡŠ‹Ž‹’ƒ‹•›ǡƒ††‹–Š‹…Š‹Ǧ‡˜‹ǤDesigning and Managing the Supply
Chain: Concepts, Strategies, and Case Studiesǡ–Š‹”†‡†‹–‹‘Ǥ‘•–‘ǣ…
”ƒ™Ǧ‹ŽŽ”™‹ǡʹͲͲͺǤ
‹–Šǡ ƒ…“—‡Ž›ǤDzŠ‡‘”Ž†ǯ•‘•–—•–ƒ‹ƒ„Ž‡‘’ƒ‹‡•‘ˆʹͲͳͶǤdzŠ––’ǣȀȀ™™™Ǥˆ‘”„‡•Ǥ…‘
•‹–‡•ȀŒƒ…“—‡Ž›•‹–ŠȀʹͲͳͶȀͲͳȀʹʹȀ–Š‡Ǧ™‘”Ž†•Ǧ‘•–Ǧ•—•–ƒ‹ƒ„Ž‡Ǧ…‘’ƒ‹‡•Ǧ‘ˆǦʹͲͳͶȀǤ
‘…‹ƒŽ……‘—–ƒ„‹Ž‹–›–‡”ƒ–‹‘ƒŽǤDzͺͲͲͲ‡”–‹ˆ‹…ƒ–‹‘š…Ž—•‹‘•ǤdzŠ––’ǣȀȀ™™™Ǥ•ƒǦ
‹–ŽǤ‘”‰Ȁ̴†ƒ–ƒȀ̴ͲͲͲͳȀ”‡•‘—”…‡•ȀŽ‹˜‡Ȁ‡”–‹ˆ‹…ƒ–‹‘ΨʹͲš…Ž—•‹‘•ΨʹͲ‹•–̴ͳͳ̴ͳ͹̴ͳͶǤ’†ˆǤ
‘…‹ƒŽ……‘—–ƒ„‹Ž‹–›–‡”ƒ–‹‘ƒŽǤDzͺͲͲͲ–ƒ†ƒ”†ƒ†‘…—‡–•ǤdzŠ––’ǣȀȀ•ƒǦ
‹–ŽǤ‘”‰Ȁ‹†‡šǤ…ˆǫˆ—•‡ƒ…–‹‘αƒ‰‡Ǥ‹‡™ƒ‰‡Ƭƒ‰‡αͻ͵͹.

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 Cumulative Course Bibliography

‘…‹ƒŽ……‘—–ƒ„‹Ž‹–›–‡”ƒ–‹‘ƒŽǤ Social Accountability 8000: International Standard, ‡”•‹‘

ʹͲͳ4Ǥ‡™‘”ǡ‡™‘”ǣ‘…‹ƒŽ……‘—–ƒ„‹Ž‹–›–‡”ƒ–‹‘ƒŽǡʹͲͳͶǤŠ––’ǣȀȀ•ƒǦ
‹–ŽǤ‘”‰Ȁ̴†ƒ–ƒȀ̴ͲͲͲͳȀ”‡•‘—”…‡•ȀŽ‹˜‡ȀͺͲͲͲΨʹͲ–ƒ†ƒ”†ΨʹͲʹͲͳͶǤ’†ˆ
‘…‹‡–›ˆ‘”—ƒ‡•‘—”…‡ƒƒ‰‡‡–ǤSHRM Learning System for SHRM-CP/SHRM-SCP.
Ž‡šƒ†”‹ƒǡ‹”‰‹‹ƒǣ‘…‹‡–›ˆ‘”—ƒ‡•‘—”…‡ƒƒ‰‡‡–ǡʹͲͳͷǤ
‘‡”ǡ‹ǤDzŠ‡‹…‡•‹‰‘ˆ”ƒ…Ž‡‡…Š‘Ž‘‰›”‘†—…–•Ȅ‘’Ž‹ƒ…‡ǡ‡–”‹…•ǡ‹…‡•‹‰
‡•–”‹…–‹‘•ǤdzŠ––’ǣȀȀ‘–…‘Ǥ‡—Ȁ”‡ˆ‡”‡…‡•Ȁ‘”ƒ…Ž‡Ȁ–Š‡ǦŽ‹…‡•‹‰Ǧ‘ˆǦ‘”ƒ…Ž‡Ǧ–‡…Š‘Ž‘‰›Ǧ
’”‘†—…–•Ǧ…‘’Ž‹ƒ…‡Ǧ‡–”‹…•ǦŽ‹…‡•‹‰Ǧ”‡•–”‹…–‹‘•ȀǤ
’”‹‰ƒǡ”‹ƒǡƒ† ƒ…‡…ŠǤDz•‹‰š‹•–‹‰‘‘Ž•ˆ‘”‘’Š‹•–‹…ƒ–‡†—’’Ž›Šƒ‹ƒŽ›•‹•
ƒ†‡ƒ•—”‡‡–Ǥdz–‡”ƒ–‹‘ƒŽ‘ˆ‡”‡…‡”‘…‡‡†‹‰•ǤŠ‹…ƒ‰‘ǡŽŽ‹‘‹•ǣǡʹͲͲͶǤ
–‡’Š‡ǡƒ”ǤDz
—‹†‡–‘‹š‹‰ƒǡ‡ƒǡƒ†–Š‡Š‡‘”›‘ˆ‘•–”ƒ‹–•ǤdzCanadian Plastics,
ƒ—ƒ”›Ȁ ‡„”—ƒ”›ʹͲͲͻǡ‘Ž—‡͸͹ǡ‘ǤͳǤ
—ŽŽ‹˜ƒǡ‹ǤDzƒ†‡ƒǤdzʹͲͳͲǡ™™™Ǥ…‹”ƒ•Ǥ‹ƒ•–ƒ–‡Ǥ‡†—ȀŽ‹„”ƒ”›Ȁ–‘…Ȁ–‘…Ž‡ƒǤƒ•’Ǥ
—’’Ž›Šƒ‹‘—…‹Žǡ™™™Ǥ•—’’Ž›Ǧ…Šƒ‹Ǥ‘”‰Ǥ
—’’Ž›Šƒ‹‘—…‹ŽǤSCOR: Supply Chain Operations Reference Model, ‡˜‹•‹‘ͳͳǤͲǤ‹–‡†
–ƒ–‡•‘ˆ‡”‹…ƒǣ—’’Ž›Šƒ‹‘—…‹Žǡ…ǤǡʹͲͳ͵Ǥ
—’’Ž›Šƒ‹‹‰‹–ƒŽǤDz‘’ͳͲǣŠ‹’’‹‰‘’ƒ‹‡•ǤdzŠ––’ǣȀȀ™™™Ǥ•—’’Ž›…Šƒ‹†‹‰‹–ƒŽǤ…‘Ȁ
–‘’ͳͲȀʹͶͻ͹Ȁ‘’ǦͳͲǣǦŠ‹’’‹‰Ǧ‘’ƒ‹‡•Ǥ
Supply-Chain Operations Reference-Model (SCOR)—Overview,•—’’Ž›Ǧ…Šƒ‹Ǥ‘”‰ȀˆȀǦ
˜‡”˜‹‡™Ǧ‡„Ǥ’†ˆǤ
Supply-Chain Operations Reference-Model (SCOR), Version 11.0. Š‡—’’Ž›ǦŠƒ‹‘—…‹Žǡ…Ǥ
Dz—•–ƒ‹ƒ„‹Ž‹–›‡’‘”–‹‰
—‹†‡Ž‹‡•Ǥdz
Ž‘„ƒŽ‡’‘”–‹‰‹–‹ƒ–‹˜‡ǡ™™™Ǥ‰Ž‘„ƒŽ”‡’‘”–‹‰Ǥ‘”‰Ȁ
”‡•‘—”…‡Ž‹„”ƒ”›Ȁ
͵ǤͳǦ—•–ƒ‹ƒ„‹Ž‹–›Ǧ‡’‘”–‹‰Ǧ
—‹†‡Ž‹‡•Ǥ’†ˆǤ
ƒ–‡ǡ—”–‹•ǤDz‘™ƒ‹Ž”‘ƒ†•ƒ‡ƒ…ˆ”‘–Š‡”‹ƒ†
‘–Š‡ƒ†Ǥdz…Žƒ–…Š›ǡ
™™™Ǥ……Žƒ–…Š›†…Ǥ…‘ȀʹͲͳͳȀͳͲȀ͵ͳȀͳʹͺ͹ͻͶȀŠ‘™Ǧ”ƒ‹Ž”‘ƒ†•Ǧ…ƒ‡Ǧ„ƒ…Ǧˆ”‘Ǧ–Š‡ǤŠ–ŽǤ
ƒ›Ž‘”ǡƒ˜‹†ǤSupply Chains: A Manager’s GuideǤ‘•–‘ǣ††‹•‘Ǧ‡•Ž‡›ǡʹͲͲͶǤ
ƒ›Ž‘”ǡ ‡••‹…ƒǤDz„ƒƒƒ›•Š‹ƒ‘—Ž† ‘‹Ž”‡ƒ†›—‰‡•‹ƒ”ƒ†‡‡ƒŽǤdz
Š––’ǣȀȀ™™™Ǥ…„…Ǥ…‘ȀʹͲͳͷȀͲ͵ȀʹͲȀ–’’Ǧ–”ƒ•Ǧ’ƒ…‹ˆ‹…Ǧ’ƒ”–‡”•Š‹’Ǧ–”ƒ†‡Ǧ’ƒ…–Ǧ‹Ǧˆ‹ƒŽǦ
•–ƒ‰‡•Ǧ…Š‹ƒǦ•‡–Ǧ–‘ǦŒ‘‹ǦŽƒ–‡”ǤŠ–ŽǤ
DzŠ‡ͳͲ‡›•–‘
Ž‘„ƒŽ‘‰‹•–‹…•ƒ†”ƒ†‡ƒƒ‰‡‡–š…‡ŽŽ‡…‡ǤdzThe Supply Chain Digest
Letter̻ǡƒ›ʹͲͲͺǤ
Dz‡šƒ••–”—‡–•‡ƒ•’™‹–Š‡ƒ†‹‰‡ƒ†‡”ƒ†”‹–‡”ƒ”–‡”•ˆ‘”ʹ
–‡”‘’‡”ƒ„‹Ž‹–›Ǥdz‡šƒ••–”—‡–•ǡ™™™Ǥ–‹Ǥ…‘Ȁ”ˆ‹†Ȁ†‘…•Ȁ‡™•Ȁ
‡™•Ψͷ ”‡Ž‡ƒ•‡•ȀʹͲͲͷȀr‡ŽͲͶΨʹͳͳΨʹͲͷǤ•Š–ŽǤ

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APICS CSCP Learning System

Dz‡šƒ••–”—‡–•–‘”‘˜‹†‡
‡ʹ ƒ‰•ƒ•‡†‘‡…‡–Ž›ƒ–‹ˆ‹‡†‰Ž‘„ƒŽ
–ƒ†ƒ”†Ǥdz‡šƒ••–”—‡–•ǡ™™™Ǥ–‹Ǥ…‘Ȁ”ˆ‹†Ȁ†‘…•Ȁ‡™•Ȁ‡™•̴”‡Ž‡ƒ•‡•ȀʹͲͲͶȀ”‡ŽͳʹǦ
ͳ͹ǦͲͶǤ•Š–ŽǤ
”ƒ†‡ˆ‘”ƒ–‹‘‡–‡”ǡ”ƒ†‡‡˜‡Ž‘’‡–ǤDz•Š‡ǣ
—‹†‡–‘š’‘”–‘–”‘Ž•Ǥdz
Š––’ǣȀȀ™™™Ǥ–”‡ƒ•—”›Ǥ‰‘˜Ȁ”‡•‘—”…‡Ǧ…‡–‡”Ȁ•ƒ…–‹‘•Ȁ Ǧˆ‘”…‡‡–Ȁ‘…—‡–•Ȁ–‹…Ǧ
‡š’Ǥ’†ˆǤ
Dz”ƒ•’‘”–ƒ–‹‘ƒƒ‰‡‡–‘ˆ–™ƒ”‡Ǥdz—•–‘‘ˆ–™ƒ”‡‘Ž—–‹‘•ǡ…Ǥǡ™™™Ǥ–•Š‘‡Ǥ…‘Ǥ
Dz”ƒ•’‘”–ƒ–‹‘ƒƒ‰‡‡–‘ˆ–™ƒ”‡ȋȌǤdz™™™Ǥ‹ƒ‰‹‡™•Ǥ…‘Ȁ–•ǤŠ–Ǥ
”‡ˆ‹•‡ƒǤDzƒŽǦƒ”–š’‡…–•͵ͲΨ‹•‡‹Ǧ‘‡”…‡‡˜‡—‡•Š‹•‡ƒ”Ǥdz
Š––’ǣȀȀ™™™Ǥˆ‘”„‡•Ǥ…‘Ȁ•‹–‡•Ȁ‰”‡ƒ–•’‡…—Žƒ–‹‘•ȀʹͲͳͶȀͲ͸ȀͲͻȀ™ƒŽǦƒ”–Ǧ‡š’‡…–•Ǧ͵ͲǦ”‹•‡Ǧ
‹Ǧ‡Ǧ…‘‡”…‡Ǧ”‡˜‡—‡•Ǧ–Š‹•Ǧ›‡ƒ”ȀǤ
”‡–ǡ‘„‡”– ǤDzŠƒ–˜‡”›‘‡‡‡†•–‘‘™ƒ„‘—–ǤdzSupply Chain Management Review,
ƒ”…ŠʹͲͲͶǤ
”‹–‡Ž›ǡ‡–‡”ǤDz‘‘‹‰‡ˆ–ǡ‘‘‹‰‹‰Š–ǣŠ‡”‹–‹…ƒŽ‘Ž‡‘ˆ—’’Ž›Šƒ‹‹—’’‘”–‹‰
—•‹‡••”ƒ•ˆ‘”ƒ–‹‘ǤdzSupply & Demand Chain Executive,…–‘„‡”Ȁ‘˜‡„‡”ʹͲͲͶǤ
›†ƒŽŽǡ
‡‡ǡŠ”‹•–‘’Š‡”
‘’ƒŽǡ‘Žˆ‰ƒ‰ƒ”–•…Šǡƒ† ‘Šƒƒ—ˆˆǤSupercharging Supply
Chains: New Ways to Increase Value through Global Operational Excellence.‡™‘”ǣ ‘Š
‹Ž‡›ǡͳͻͻͺǤ
Dz‹ˆ‹‡†
”‘—’‘ˆ—–‘ƒ–‹…ƒ–ƒƒ’–—”‡ƒ† †—•–”›‡ƒ†‡”•…Ž—†‹‰‡šƒ•
•–”—‡–•—’’‘”–•”‘’‘•‡† 
‡‡”ƒ–‹‘ʹ –ƒ†ƒ”†Ǥdz‡šƒ••–”—‡–•ǡ
™™™Ǥ–‹Ǥ…‘Ȁ–‹”‹•Ȁ†‘…•Ȁ‡™•Ȁ‡™•̴”‡Ž‡ƒ•‡•ȀʹͲͲͶȀ”‡ŽͲͶǦʹͲǦͲͶǤ•Š–Ž.
‹–‡†ƒ–‹‘•
Ž‘„ƒŽ‘’ƒ…–ǤDz‘”’‘”ƒ–‡—•–ƒ‹ƒ„‹Ž‹–›‹–Š‡‘”Ž†…‘‘›ǤdzʹͲͳͶǡ
™™™Ǥ—‰Ž‘„ƒŽ…‘’ƒ…–Ǥ‘”‰Ȁ†‘…•Ȁ‡™•̴‡˜‡–•ȀͺǤͳȀ
̴„”‘…Š—”‡̴ Ǥ’†ˆǤ
‹–‡†ƒ–‹‘•
Ž‘„ƒŽ‘’ƒ…–ǤDz˜‡”˜‹‡™‘ˆ–Š‡
Ž‘„ƒŽ‘’ƒ…–Ǥdz
™™™Ǥ—‰Ž‘„ƒŽ…‘’ƒ…–Ǥ‘”‰Ȁ„‘—–Š‡
Ȁ‹†‡šǤŠ–ŽǤ
‹–‡†ƒ–‹‘•
Ž‘„ƒŽ‘’ƒ…–ǤDz
Ž‘„ƒŽ‘’ƒ…–ƒƒ‰‡‡–‘†‡Žǣ ”ƒ‡™‘”ˆ‘”
’Ž‡‡–ƒ–‹‘ǤdzʹͲͳͲǡ™™™Ǥ—‰Ž‘„ƒŽ…‘’ƒ…–Ǥ‘”‰Ȁ†‘…•Ȁ‡™•̴‡˜‡–•ȀͻǤͳ̴‡™•̴ƒ”…Š‹˜‡•Ȁ
ʹͲͳͲ̴Ͳ͸̴ͳ͹Ȁ̴
Ž‘„ƒŽ̴‘’ƒ…–̴ƒƒ‰‡‡–̴‘†‡ŽǤ’†ˆǤ
ǡ™™™Ǥ—’•Ǥ…‘Ǥ
ǤǤ—•–‘•ƒ†‘”†‡””‘–‡…–‹‘ǡ™™™Ǥ…„’Ǥ‰‘˜.
ǤǤ—•–‘•ƒ†‘”†‡””‘–‡…–‹‘ǤDz—•–‘•Ǧ”ƒ†‡ƒ”–‡”•Š‹’‰ƒ‹•–‡””‘”‹•—–—ƒŽ
‡…‘‰‹–‹‘ǤdzŠ––’ǣȀȀ™™™Ǥ…„’Ǥ‰‘˜Ȁ„‘”†‡”Ǧ•‡…—”‹–›Ȁ’‘”–•Ǧ‡–”›Ȁ…ƒ”‰‘Ǧ•‡…—”‹–›Ȁ…Ǧ–’ƒ–Ǧ
…—•–‘•Ǧ–”ƒ†‡Ǧ’ƒ”–‡”•Š‹’Ǧƒ‰ƒ‹•–Ǧ–‡””‘”‹•Ȁ—–—ƒŽǦ”‡…‘‰‹–‹‘Ǥ
ǤǤ‡’ƒ”–‡–‘ˆ‘‡”…‡ǤDzƒ•‹…
—‹†‡–‘š’‘”–‹‰ǡʹͲͲͺ†‹–‹‘Ǥdz
Š––’ǣȀȀ™™™Ǥ—œ…‘Ǥ…‘Ȁ„ƒ•‹…‰—‹†‡ȀǤ

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 Cumulative Course Bibliography

DzǤǤ…‘‘‹………‘—–•Ǥdz—”‡ƒ—‘ˆ…‘‘‹…ƒŽ›•‹•ǡ™™™Ǥ„‡ƒǤ‰‘˜Ǥ
ǤǤ‡…—”‹–‹‡•ƒ†š…Šƒ‰‡‘‹••‹‘ǤDz ƒ…–Š‡‡–ǤdzŠ––’ǣȀȀ™™™Ǥ•‡…Ǥ‰‘˜Ȁ‡™•Ȁ
”–‹…Ž‡Ȁ‡–ƒ‹ŽȀ”–‹…Ž‡Ȁͳ͵͸ͷͳ͹ͳͷ͸ʹͲͷͺ͓Ǥ„’ͷ̴ ͻͺǤ
—•‹–ƒŽ‘ǡŽƒ˜‹Ǥǡƒ†ƒ”‹ƒǤ—•‘•‹ǤDz’”‘˜‹‰—’’Ž‹‡”ƒ†—•–‘‡”‡Žƒ–‹‘•Š‹’
ƒƒ‰‡‡––Š”‘—‰Š”‰ƒ‹œƒ–‹‘ƒŽ‡ƒ”‹‰Ǥdz†—•–”‹ƒŽƒ”‡–‹‰ƒ†—”…Šƒ•‹‰

”‘—’ǡ™™™Ǥ‹’‰”‘—’Ǥ‘”‰Ȁ—’Ž‘ƒ†•Ȁ’ƒ’‡”•Ȁ͸͹͵͹Ǥ’†ˆǤ
ƒ…Šƒ‹ǡ—•Š‹ŽǤDz‘…‹ƒŽŽ›‡•’‘•‹„Ž‡‹•–”‹„—–‹‘ǣ‹•–”‹„—–‹‘–”ƒ–‡‰‹‡•ˆ‘”‡ƒ…Š‹‰–Š‡
‘––‘‘ˆ–Š‡›”ƒ‹†ǤdzCalifornia Management Review,‹–‡”ʹͲͲͺǤ
ƒ…Š‘ǡ–‡’ŠƒǤDz
”‡‡—’’Ž›Šƒ‹”ƒ…–‹…‡•ƒ†–Š‡‡Ž‡…–‹‘‘ˆ˜‹”‘‡–ƒŽ
‡…Š‘Ž‘‰‹‡•ǤdzInternational Journal of Production Researchǡ‘ŽǤͶͷǡ‘•ǤͳͺȂͳͻǡͳͷ
‡’–‡„‡”Ȃͳ…–‘„‡”ʹͲͲ͹Ǥ
ƒŽ‡–‹‡ǡ‹…Šƒ‡ŽǤDz‡‡‹‰–‘–Š‡Šƒ‹ǣ—’’Ž›Šƒ‹‹•‹„‹Ž‹–›ȄŠ‡‡š–
‡‡”ƒ–‹‘Ǥdz
APICS—The Performance Advantage,‡’–‡„‡”ʹͲͲ͵Ǥ
ƒ”•Š‡›ǡƒŒ‹˜ǡƒ†”ƒ˜‡‡
—’–ƒǤDz‡––‹‰‘—”—’’Ž‹‡”‹†–Š‡–‘”‡ǤdzAPICS–The
Performance Advantageǡƒ”…ŠʹͲͲͳǤ
‹•‹‘‹ǡƒ—”ƒǤDz”‡’ƒ”‹‰ƒ—……‡••ˆ—Žƒ”–‡”•Š‹’ǤdzB to B Magazineǡ ƒ—ƒ”›ͳͶǡʹͲͲʹǤ
‹–ƒ•‡ǡƒ–‡ǤDzƒ––‡”‘ˆ‹‡‡ˆ‘”‡‡•–‘ƒ•–‘”–ƒ„‘”••—‡•‡…—”Ǥdz
Š––’ǣȀȀ™™™Ǥˆ‘”„‡•Ǥ…‘Ȁ•‹–‡•Ȁƒ–‡˜‹–ƒ•‡ȀʹͲͳͷȀͲʹȀʹ͵ȀƒǦƒ––‡”Ǧ‘ˆǦ–‹‡Ǧ„‡ˆ‘”‡Ǧ™‡•–Ǧ
…‘ƒ•–Ǧ’‘”–ǦŽƒ„‘”Ǧ‹••—‡•Ǧ”‡…—”ȀǤ
ƒƒ„ƒ›ƒ•Š‹ǡƒ‹•—‡ǡƒ†‘””ƒ‹‡—ǤDz’’Ž‡ƒ–…Šǣ ƒ—Ž–›ƒ’–‹…‰‹‡Ž‘™•‘ŽŽ‘—–Ǥdz
Š––’ǣȀȀ™™™Ǥ™•ŒǤ…‘Ȁƒ”–‹…Ž‡•Ȁƒ’’Ž‡Ǧ™ƒ–…ŠǦˆƒ—Ž–›Ǧ–ƒ’–‹…Ǧ‡‰‹‡Ǧ•Ž‘™•Ǧ”‘ŽŽǦ‘—–Ǧ
ͳͶ͵Ͳ͵͵ͻͶ͸ͲǤ
ƒŽ‡”ǡ‹ŽŽ‹ƒǤDzŠƒ‰‡‘—”ƒ”–‡”ǤdzAPICS—The Performance Advantageǡ’”‹ŽʹͲͲ͵Ǥ
ƒŽŽƒ…‡ǡŠ‘ƒ• Ǥǡƒ†‘„‡”–Ǥ–ƒŠŽǤSales and Operations Planning: The How-to Handbook,
–Š‹”†‡†‹–‹‘Ǥ‹…‹ƒ–‹ǡŠ‹‘ǣǤ ǤƒŽŽƒ…‡ƒ†‘’ƒ›ǡʹͲͲ͹Ǥ
Dzƒ”‡Š‘—•‡ƒƒ‰‡‡–›•–‡•ȋȌǤdz™™™Ǥ‹˜‡–‘”›‘’•Ǥ…‘Ȁ
™ƒ”‡Š‘—•‡̴ƒƒ‰‡‡–̴•›•–‡•ǤŠ–Ǥ
Dzƒ”‡Š‘—•‡ƒƒ‰‡‡–›•–‡ƒ†›•–‡•Ǥdzƒ–‡”‹ƒŽƒ†Ž‹‰‘•—Ž–ƒ–•ǡ…Ǥǡ
™™™ǤŠ…Ǧ‹…Ǥ…‘Ȁ™ƒ”‡Š‘—•ǤŠ–Ǥ
‡‡ǡǤǤ Dz‡ƒ—’’Ž›Šƒ‹ƒ†–•ˆˆ‡…–‘”‘†—…–‘•–ƒ†—ƒŽ‹–›ǣƒ•‡–—†›‘ ‘”†
‘–‘”‘’ƒ›ǤdzSupply Chain Management: An International Journal,‘Ž—‡ͳͶǡ••—‡ͷǡ
ʹͲͲͻǤ
‡••‡”ǡƒ˜‹†ǤDz‘›‘–ƒǯ•ˆˆ‹…‹‡…‹‡•ƒ‡‡ˆ‹–‡”‹…ƒ‡ƒŽ–Šƒ”‡ǤdzMinneapolis Star
Tribune, —‡ͳ͵ǡʹͲͲͷǤ

© 2016 APICS 1-375 Version 4.0, 2016 Edition

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APICS CSCP Learning System

‡›‰ƒ†–ǡ ‡””› Ǥǡƒ—ŽǤ‹‡Žǡƒ†‘ƒŽ†Ǥ‹‡•‘ǤAccounting Principles. ‘„‘‡ǡ‡™

‡”•‡›ǣ Ǥ‹Ž‡›Ƭ‘•ǡʹͲͳʹǤ
DzŠƒ–•ƒ–ƒŽ‡ƒ•‹‰ǫdz‹•‡
ǡ™™™Ǥ™‹•‡‰‡‡Ǥ…‘Ȁ™Šƒ–Ǧ‹•Ǧ†ƒ–ƒǦ…Ž‡ƒ•‹‰ǤŠ–Ǥ
Š‡‡Ž™”‹‰Š–ǡ–‡˜‡Ǥǡƒ†‹ǤŽƒ”ǤRevolutionizing Product Development: Quantum Leaps
in Speed, Efficiency, and QualityǤ‡™‘”ǣ ”‡‡”‡••ǡͳͻͻʹǤ
DzŠ‘
ƒ‹•ǡŠ‘‘•‡•ǡˆ”‘ ǯ•
”‘™‹‰”‡•‡…‡‹–Š‡ƒ”‡–’Žƒ…‡ǫdz
‘™Ž‡†‰‡Ǥ™Šƒ”–‘Ǥ—’‡Ǥ‡†—Ȁƒ”–‹…Ž‡Ǥ…ˆǫƒ”–‹…Ž‡‹†αͳͳ͸ͳǤ
‹‰Š–ǡŽ‹˜‡”ǤManufacturing Resource Planning: MRP II: Unlocking America’s Productivity
Potential. Š‹…Š‡•–‡”ǡ‡™‘”ǣ‹Ž‡›ǡͳͻͺͶǤ
‹‰Š–ǡŽ‹˜‡”Ǥ The Oliver Wight Class A Checklist for Business Excellenceǡ•‹š–Š‡†‹–‹‘Ǥ‡™‘”ǣ
‘Š‹Ž‡›ƒ†‘•ǡʹͲͲͷǤ
‘ƒ…ǡ ƒ‡•Ǥǡƒ†ƒ‹‡ŽǤ ‘‡•ǤLean Thinking: Banish Waste and Create Wealth in Your
Corporation. ‡™‘”ǣ‹‘ƒ†…Š—•–‡”ǡͳͻͻ͸Ǥ
‘”Ž†‹†‡‡„‘•‘”–‹—ȋ͵Ȍǡ™™™Ǥ™͵Ǥ‘”‰Ǥ
‹‰‹ƒ”‹•ǡ‘–‹”‹•ǤDz—’’Ž›Šƒ‹ƒƒ‰‡‡–Ǥdz‡’‘”–’”‘†—…‡†ˆ‘”–Š‡Ǧˆ—†‡†‘‡‰‹‘
”‘Œ‡…–ǡ‡ŽŽƒ•ǡǡ ƒ—ƒ”›ʹͲͲͲǡ™™™Ǥ—”‡‹‘Ǥ‘”‰Ȁ–‘‘Ž•Ȁ‡Ȁ•—’’Ž›̴…Šƒ‹̴
ƒƒ‰‡‡–Ǥ’†ˆ.

© 2016 APICS 1-376 Version 4.0, 2016 Edition

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Cumulative Course Index
Š‹•…——Žƒ–‹˜‡…‘—”•‡‹†‡š…‘˜‡”•ƒŽŽ–Š”‡‡‘†—Ž‡•‘ˆ–Š‡‡ƒ”‹‰›•–‡ǤŠ‡
’ƒ‰‡—„‡”•—•‡†‹–Š‡‹†‡š‹…Ž—†‡–Š‡‘†—Ž‡—„‡”ǡˆ‘”‡šƒ’Ž‡ǡͳǦͶͺ”‡ˆ‡”•–‘’ƒ‰‡
Ͷͺ‘ˆ‘†—Ž‡ͳǤ

ƒ‰‡–ǡʹǦ͵͸
A ‰‰”‡‰ƒ–‡‡ƒ†Ǧ‰‰”‡‰ƒ–‡—’’Ž›‘†‡Žǡ
‹˜‡–‘”›…Žƒ••‹ˆ‹…ƒ–‹‘ǡʹǦͳ͹ͷȂʹǦͳ͹ͺǡʹǦ ͳǦͳͲͺȂͳǦͳͳͳ
ͳͻ͵ǡʹǦͳͻͷ ƒ‰‰”‡‰ƒ–‡‹˜‡–‘”›ƒƒ‰‡‡–ǡʹǦͳͷͶȂʹǦ
ƒ„†—…–‹‘ǡ͵ǦͺͲǡ͵Ǧͳͳͻ ͳͷͷ
ƒ„‹Ž‹–‹‡•ǡ‘™Ž‡†‰‡ǡ•‹ŽŽ•ǡ͵ǦʹͳͲȂ͵Ǧʹͳͳ ƒ‰‰”‡‰ƒ–‹‘ǡͳǦ͵ͲͶǡʹǦͳͷͶ
ƒ„•‘Ž—–‡˜ƒŽ—‡ǡʹǦͷͷ ƒ‰‰”‡‰ƒ–‹‘Žƒ›‡”‘ˆʹȀʹ‡Ǧ…‘‡”…‡ǡͳǦ
ȋƒ…–—ƒŽ…‘•–ȌǡͳǦ͵ͷͲȂͳǦ͵ͷʹ ʹ͸͸
ƒ……‡’–ƒ…‡‘ˆ”‹•ǡ͵ǦͳͲͷ ƒ‰‹Ž‹–›ǡƒ•‡–”‹…ǡ͵Ǧͳͺ͸Ȃ͵Ǧͳͺͺ
ƒ……‘—–ƒƒ‰‡‡––‡…Š‘Ž‘‰›ǡʹǦͶͲ͵ǡʹǦ 
ȋƒ—–‘ƒ–‡†‰—‹†‡†˜‡Š‹…Ž‡•›•–‡•ȌǡʹǦ
ͶͲͶ ʹͷͻǡʹǦʹ͸ʹ
ƒ……‘—–‹‰ ǤSeeƒ—–‘ƒ–‹…‹†‡–‹ˆ‹…ƒ–‹‘
…‘•–ǡͳǦͳͳͺȂͳǦͳʹͳ –‡…Š‘Ž‘‰‹‡•
‡“—ƒ–‹‘ǡͳǦͳʹͷǡʹǦͳ͸͵ ƒ‹”–”ƒ•’‘”–ǡʹǦʹͺ͹ǡʹǦʹͻͻȂʹǦ͵Ͳͳ
ƒƒ‰‡‡–ǡͳǦͳͳͺ ƒ‹”ˆ”‡‹‰Š–ˆ‘”™ƒ”†‡”•ǡʹǦ͵ʹ͹
’”‹…‹’Ž‡Ǧ„ƒ•‡†ǡͳǦͳʹʹ ƒ‹”™ƒ›„‹ŽŽǡʹǦ͵ͳ͸ǡʹǦ͵͵ͻȂʹǦ͵Ͷͳ
”‡‰—Žƒ–‹‘•ǡ…‘—–”›Ǧ•’‡…‹ˆ‹…ǡͳǦͳʹͶ Ž‹„ƒ„ƒǡͳǦʹ͸͵
”—Ž‡•Ǧ„ƒ•‡†ǡͳǦͳʹͶ ƒŽŽ‹ƒ…‡†‡˜‡Ž‘’‡–ǡʹǦͶʹͻ
•–ƒ†ƒ”†•ǡͳǦͳʹͳȂͳǦͳʹͶǡ͵ǦͳͳȂ͵Ǧͳʹ ƒŽŽ‹ƒ…‡•™‹–Š•—’’Ž‹‡”•ǡʹǦͶʹͻȂʹǦͶͶͳ
˜ƒŽ—‡‘ˆ‹˜‡–‘”›ǡʹǦͳ͸͸ ƒŽŽ‘…ƒ–‹‘
ƒ……‘—–•’ƒ›ƒ„Ž‡ǡͳǦͳʹ͹ ‘ˆ”‡•‘—”…‡•ǡͳǦʹ͹ͺ
ƒ……‘—–•”‡…‡‹˜ƒ„Ž‡ǡͳǦͳʹ͹ ‘ˆ•—’’Ž›ǡʹǦ͸͹ȂʹǦ͹͸
ƒ……”‡†‹–ƒ–‹‘ǡ͵Ǧͷʹ ƒŽ–‡”ƒ–‹˜‡‡‡”‰›ǡͳǦ͹͸
ƒ…‘™Ž‡†‰‡–ǡ‹…‘—‹…ƒ–‹‘ǡͳǦ͵ʹͶ Ž–ƒǦ•…‘”‡ǡ͵ǦͳͷͺȂ͵Ǧͳͷͻ
ƒ…“—‹•‹–‹‘…‘•–ǡʹǦͳ͸Ͳ ƒœ‘ǡͳǦʹ͸ʹ
ƒ…“—‹•‹–‹‘•ǡͳǦͳ͹͵ǡʹǦʹͳ͵ǡʹǦʹͳͶǡʹǦʹͳͷ ƒ—ƒŽ‹œ‡†…‘–”ƒ…–ǡʹǦͶͺͷ
ƒ…–‹‘’Žƒǡ‹•—’’Ž›…Šƒ‹‡–™‘”†‡•‹‰ǡ ƒ–‹…‹’ƒ–‹‘‹˜‡–‘”›ǡʹǦͳͷ͹ȂʹǦͳͷͺǡʹǦʹͶ͵
ͳǦͳͻͲȂͳǦͳͻͳ
ƒ…–‹˜‡–ƒ‰•ǡͳǦ͵ͳͷ
ƒ…–‹˜‡˜‹•‹„‹Ž‹–›ǡ‹•—’’Ž›…Šƒ‹‡˜‡–
ƒƒ‰‡‡–ǡͳǦʹͺͲȂͳǦʹͺͳ
ƒ…–‹˜‹–›‡–™‘”†‹ƒ‰”ƒǡ͵Ǧʹ͵ʹ
ƒ…–‹˜‹–›”ƒ–‹‘•ǡ͵Ǧͳͷ͹
ƒ…–—ƒŽ…‘•–ǡͳǦ͵ͷͲȂͳǦ͵ͷʹ
Ǧȋ‰‰”‡‰ƒ–‡‡ƒ†Ǧ‰‰”‡‰ƒ–‡
—’’Ž›Ȍ‘†‡ŽǡͳǦͳͲͺȂͳǦͳͳͳ
ƒ†˜ƒ…‡†’Žƒ‹‰ƒ†•…Š‡†—Ž‹‰ǡͳǦʹ͹ͷȂͳǦ
ʹ͹ͻ
ƒˆˆ‹‹–›†‹ƒ‰”ƒǡ͵ǦʹʹͺȂ͵Ǧʹʹͻ
ƒˆˆ‘”†ƒ„‹Ž‹–›‘ˆ’”‘†—…–•Ȁ•‡”˜‹…‡•ǡͳǦ͹ʹ
ƒˆ–‡”ƒ”‡–ǡ•ƒ˜‹‰•‹ǡʹǦͷͲͳȂʹǦͷͲʹ
© 2016 APICS
All rights reserved
ǤͳͲǦʹͲͳʹ•–ƒ†ƒ”†ǡ͵Ǧ͸Ͳ
Ȁȋƒ……‘—–•’ƒ›ƒ„Ž‡ȌǡͳǦͳʹ͹
ƒ’’Ž‹…ƒ–‹‘Žƒ›‡”‘ˆʹȀʹ‡Ǧ…‘‡”…‡ǡͳǦ
ʹ͸͸
ȋƒ†˜ƒ…‡†’Žƒ‹‰ƒ†•…Š‡†—Ž‹‰ȌǡͳǦ
ʹ͹ͷȂͳǦʹ͹ͻ
Ȁȋƒ……‘—–•”‡…‡‹˜ƒ„Ž‡ȌǡͳǦͳʹ͹
ȋƒ‰‰”‡‰ƒ–‡•—’’Ž›Ȍ…—”˜‡ǡͳǦͳͲͻǡͳǦͳͳͲ
Ȁȋƒ—–‘ƒ–‡†•–‘”ƒ‰‡ƒ†”‡–”‹‡˜ƒŽ
•›•–‡•ȌǡʹǦʹ͸ͲȂʹǦʹ͸ͳǡʹǦʹ͸ʹ
ƒ••‡„Ž‡Ǧ–‘Ǧ‘”†‡”‘†‡ŽǡͳǦʹͻǡʹǦ͸͹ǡʹǦ͸ͻǡʹǦ
ͳͲ͸ȂʹǦͳͲ͹
ƒ••‡„Ž›•‹–‡•ǡʹǦʹͳͳȂʹǦʹͳʹ
ƒ••‡–ˆ‘‘–’”‹–ǡͳǦʹ͹ǡͳǦ͵Ͳ
1-377 Version 4.0, 2016 Edition
Printed on 100% post-consumer waste recycled paper.
APICS CSCP Learning System

ƒ••‡–ƒƒ‰‡‡–‡–”‹…•ǡ͵Ǧͳ͸͵Ȃ͵Ǧͳ͸ͷǡ͵Ǧ ƒ˜ƒ‹Žƒ„Ž‡‹˜‡–‘”›ǡʹǦ͹Ͳ
ͳͻͲȂ͵Ǧͳͻ͵ ƒ˜ƒ‹Žƒ„Ž‡–‹‡ǡ‹‡ƒ•—”‹‰…ƒ’ƒ…‹–›ǡ͵Ǧͳͻ͸
ƒ••‡–•ǡͳǦͳʹ͵ǡ͵Ǧ͹ͺȂ͵Ǧͺͳ ƒ˜ƒ‹Žƒ„Ž‡Ǧ–‘Ǧ’”‘‹•‡ǡͳǦʹ͹ͺǡʹǦ͹ͳȂʹǦ͹͵ǡʹǦ
ƒ••‘”–‡–™ƒ”‡Š‘—•‹‰ǡʹǦʹͶͶ ͳͲͻ
ƒ••—’–‹‘•”‡˜‹‡™•ǡ‹”‹•‹†‡–‹ˆ‹…ƒ–‹‘ǡ͵Ǧ ƒ˜‡”ƒ‰‡•ǡʹǦͶʹȂʹǦͶ͸ǡʹǦͶ͹ȂʹǦͶͻǡʹǦͳ͸ͷǡ͵Ǧͻ͸
͹Ͷ ƒ˜‘‹†ƒ…‡‘ˆ”‹•ǡ͵ǦͳͲͷ
ƒ”‡–ǡʹǦ͵͵ͺ ȋƒ‹”™ƒ›„‹ŽŽȌǡʹǦ͵ͳ͸ǡʹǦ͵͵ͻȂʹǦ͵Ͷͳ
ȋƒ˜ƒ‹Žƒ„Ž‡Ǧ–‘Ǧ’”‘‹•‡ȌǡͳǦʹ͹ͺǡʹǦ͹ͳȂʹǦ
͹͵ǡʹǦͳͲͻ B
ƒ––‹–—†‡•
ƒ†…—Ž–—”‡ǡ͵Ǧͳͻ „ƒ…ˆŽ—•Š‹‰ǡʹǦͳʹ͵
•‡‰‡–ƒ–‹‘„›ǡʹǦ͵ͺͺ „ƒ…Ž‘‰ǡʹǦͳͲ͵
ƒ—…–‹‘•ǡʹǦͶͷ͸ „ƒ…‘”†‡”…‘•–•ǡʹǦͳ͸ʹ
ƒ—†‹–•ǡ–‡…Š‘Ž‘‰›ǡͳǦʹͶͺ „ƒ…‘”†‡”•ǡʹǦͳ͸ʹǡ͵Ǧͳͷʹ
ƒ—–‘ƒ–‡†‰—‹†‡†˜‡Š‹…Ž‡•›•–‡•ǡʹǦʹͷͻǡʹǦ „ƒŽƒ…‡ǡƒ†•—’’Ž›…Šƒ‹ƒƒ‰‡‡–ǡͳǦ͵ͻ
ʹ͸ʹ „ƒŽƒ…‡•Š‡‡–ǡͳǦͳʹ͵ǡͳǦͳʹͶǡͳǦͳʹͷȂͳǦͳʹ͹ǡʹǦ
ƒ—–‘ƒ–‡†•‘”–‹‰•›•–‡•ǡʹǦʹͷͻǡʹǦʹ͸ʹ ͳ͸͵ȂʹǦͳ͸͸ǡ͵ǦʹͲͲ
ƒ—–‘ƒ–‡†•–‘”ƒ‰‡ƒ†”‡–”‹‡˜ƒŽ•›•–‡•ǡʹǦ „ƒŽƒ…‡†ˆŽ‘™ǡʹǦͳʹ͵
ʹ͸ͲȂʹǦʹ͸ͳǡʹǦʹ͸ʹ „ƒŽƒ…‡†•…‘”‡…ƒ”†ǡͳǦͳ͵͹ȂͳǦͳ͵ͺǡ͵Ǧͳ͹ͲȂ͵Ǧ
ƒ—–‘ƒ–‡†™ƒ”‡Š‘—•‡•›•–‡•ǡʹǦʹͷͺǡʹǦʹ͸ʹ ͳ͹Ͷ
ƒ—–‘ƒ–‡†‰—‹†‡†˜‡Š‹…Ž‡•›•–‡• „ƒ”—’–…›”‹•ǡ͵ǦͳͷͺȂ͵Ǧͳͷͻ
ȋ
ȌǡʹǦʹͷͻǡʹǦʹ͸ʹ „ƒ”…‘†‡•Ȁ„ƒ”…‘†‡•…ƒ‡”•ǡͳǦ͵ͳͳȂͳǦ͵ͳ͵ǡ
ƒ—–‘ƒ–‡†•‘”–‹‰•›•–‡•ǡʹǦʹͷͻǡʹǦʹ͸ʹ ʹǦʹ͸͵
ƒ—–‘ƒ–‡†•–‘”ƒ‰‡ƒ†”‡–”‹‡˜ƒŽ•›•–‡• „ƒ–…Š†ƒ–ƒǡͳǦ͵Ͳʹ
ȋȀȌǡʹǦʹ͸ͲȂʹǦʹ͸ͳǡʹǦʹ͸ʹ „ƒ–…Š’”‘…‡••‹‰ǡͳǦ͵ͳ͵
Ž‹˜‡”ƒ…•ǡʹǦʹ͸ͲǡʹǦʹ͸ʹ ȋ„—•‹‡••…‘–‹—‹–›ƒƒ‰‡‡–
”‘„‘–‹…•ǡʹǦʹͷͻǡʹǦʹ͸ʹ •›•–‡•Ȍǡ͵ǦͳʹʹȂ͵ǦͳʹͶ
ƒ—–‘ƒ–‹……‘—‹…ƒ–‹‘ƒ†’‹…•‹‰ƒŽ•ǡͳǦ „‡…Šƒ”‹‰ǡ͵Ǧʹͳ͹Ȃ͵ǦʹʹͲ
ʹͺͶ „‡‡ˆ‹–Ǧ…‘•–ƒƒŽ›•‹•ǡͳǦʹͶͶȂͳǦʹͶͺǡ͵Ǧͻ͹Ȃ͵Ǧ
ƒ—–‘ƒ–‹…‹†‡–‹ˆ‹…ƒ–‹‘ƒ††ƒ–ƒ…ƒ’–—”‡ǤSee ͻͻ
ƒ—–‘ƒ–‹…‹†‡–‹ˆ‹…ƒ–‹‘–‡…Š‘Ž‘‰‹‡• „‡•–Ǧ…‘•–•–”ƒ–‡‰›ǡͳǦͺ
ƒ—–‘ƒ–‹…‹†‡–‹ˆ‹…ƒ–‹‘–‡…Š‘Ž‘‰‹‡•ǡͳǦʹͺ͵Ȃ „‡•–Ǧ‹Ǧ…Žƒ••„‡…Šƒ”‹‰ǡ͵ǦʹͳͺȂ͵Ǧʹͳͻ
ͳǦʹͺͶǡͳǦ͵Ͳ͹ȂͳǦ͵ͲͺǡʹǦʹ͸Ͷ „‡•–Ǧ‘ˆǦ„”‡‡†•›•–‡•˜•Ǥ‡–‡”’”‹•‡
„ƒ”…‘†‡•Ȁ„ƒ”…‘†‡•…ƒ‡”•ǡͳǦ͵ͳͳȂͳǦ ”‡•‘—”…‡•’Žƒ‹‰•›•–‡•ǡͳǦʹ͹͵
͵ͳ͵ǡʹǦʹ͸͵ „‹ƒ•ǡʹǦͷͷȂʹǦͷ͸ǡʹǦ͸ͳ
ƒ‰‡–‹…•–”‹’‡•ǡͳǦ͵ͳͲ „‹‰†ƒ–ƒǡͳǦ͵Ͳ͸ȂͳǦ͵Ͳ͹
”ƒ†‹‘ˆ”‡“—‡…›‹†‡–‹ˆ‹…ƒ–‹‘ȋ ȌǡͳǦ
͵ͳ͵ȂͳǦ͵ͳ͹ǡʹǦʹ͸͵
”ƒ†‹‘ˆ”‡“—‡…›ȋ Ȍ†‡˜‹…‡•ǡͳǦ͵Ͳͻ
•ƒ”–…ƒ”†•ǡͳǦ͵ͳͲ
ƒ†•—’’Ž›…Šƒ‹’‡”ˆ‘”ƒ…‡ǡͳǦ͵ͲͺȂͳǦ
͵Ͳͻ
˜‹•‹‘•›•–‡•ǡͳǦ͵ͳͲ
™ƒ”‡Š‘—•‡ƒ—–‘ƒ–‹‘•›•–‡•ǡͳǦ͵ͳͲ
ƒ—–‘ƒ–‹‘‹™ƒ”‡Š‘—•‡•ǡͳǦ͵ͳͲǡʹǦʹͷͺȂʹǦ
ʹ͸ͳǡʹǦʹ͸ʹ
ƒ˜ƒ‹Žƒ„‹Ž‹–›
ƒ†…—•–‘‡”•‡”˜‹…‡ǡͳǦ͹ͻ
‡–”‹…•ǡ͵Ǧͳͷʹ
‘ˆ’”‘†—…–•Ȁ•‡”˜‹…‡•ǡͳǦ͹ʹ
„‹Žƒ–‡”ƒŽ…‘–”ƒ…–ǡʹǦͶͺͷ
„‹ŽŽ‘ˆ…ƒ’ƒ…‹–›ǡʹǦͳ͵͹
„‹ŽŽ‘ˆŽƒ†‹‰ǡʹǦ͵ͳ͸ǡʹǦ͵ͳͺǡʹǦ͵͵ͻȂʹǦ͵Ͷͳ
„‹ŽŽ‘ˆƒ–‡”‹ƒŽǡʹǦͳͳͶǡʹǦͳͳͷȂʹǦͳͳͺ
„‹ŽŽ‘ˆ”‡•‘—”…‡•ǡʹǦͳ͵͹
„‹‘Šƒœƒ”†•›„‘Žǡ͵Ǧ͵ͳ
Ȁȋ„‹ŽŽ‘ˆŽƒ†‹‰ȌǡʹǦ͵ͳ͸ǡʹǦ͵ͳͺǡʹǦ͵͵ͻȂʹǦ
͵Ͷͳ
„Žƒ‡–’—”…Šƒ•‡‘”†‡”ǡʹǦʹͳͷ
•ȋ„‘†‡†Ž‘‰‹•–‹…•’ƒ”•ȌǡʹǦʹ͹ͶȂʹǦʹ͹ͷ
ȋ„‹ŽŽ‘ˆƒ–‡”‹ƒŽȌǡʹǦͳͳͶǡʹǦͳͳͷȂʹǦͳͳͺ
„‘†‡†Ž‘‰‹•–‹…•’ƒ”•ǡʹǦʹ͹ͶȂʹǦʹ͹ͷ
„‘––Ž‡‡…™‘”…‡–‡”•ǡʹǦͳ͵͸ȂʹǦͳ͵͹

© 2016 APICS 1-378 Version 4.0, 2016 Edition

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 Cumulative Course Index

ȋ„—•‹‡••’”‘…‡••ƒƒ‰‡‡–ȌǡͳǦʹͻʹȂ „—•‹‡•••–”ƒ–‡‰›ȋcontinuedȌ
ͳǦʹͻ͵ Ž‘™…‘•–ƒ†˜ƒ–ƒ‰‡•–”ƒ–‡‰›ǡͳǦͺȂͳǦͻ
„”ƒ‹•–‘”‹‰ǡ‹”‹•‹†‡–‹ˆ‹…ƒ–‹‘ǡ͵Ǧ͹Ͷ Ž‘™…‘•–•–”ƒ–‡‰›ǡͳǦͺ
„”ƒ†ƒƒ‰‡‡–ƒ††‡ƒ† ’”‘†—…–Ȁ•‡”˜‹…‡†‹ˆˆ‡”‡–‹ƒ–‹‘•–”ƒ–‡‰›ǡ
ƒƒ‰‡‡–ǡʹǦ͹͹ ͳǦͳͲȂͳͳ
„”ƒ†‹‰ǡͳǦͳͷͺȂͳǦͳͷͻ „—•‹‡•••›•–‡•ǡʹǦͶͲͳ
„”‡ƒǦ„—Ž‘’‡”ƒ–‹‘•ǡʹǦʹͶͳȂʹǦʹͶ͵ „—•‹‡••Ǧ–‘Ǧ„—•‹‡••…‘ŽŽƒ„‘”ƒ–‹‘ǡͳǦʹ͸ͺ
„”‹„‡”›ǡ͵Ǧ͹ͻȂ͵ǦͺͲǡ͵Ǧͳͳͺ „—•‹‡••Ǧ–‘Ǧ„—•‹‡••…—•–‘‡”•ǡʹǦ͵ͺͻȂʹǦ
„”‹†‰‡…”ƒ‡•ǡʹǦʹͷ͸ȂʹǦʹͷͺǡʹǦʹ͸ͳ ͵ͻͲ
„”‘ƒ††‹ˆˆ‡”‡–‹ƒ–‹‘•–”ƒ–‡‰›ǡͳǦͺ „—•‹‡••Ǧ–‘Ǧ„—•‹‡••‡Ǧ…‘‡”…‡ǡͳǦʹ͸ͶǡͳǦ
ȋ„ƒŽƒ…‡†•…‘”‡…ƒ”†ȌǡͳǦͳ͵͹ȂͳǦͳ͵ͺǡ͵Ǧ ʹ͸͸ǡͳǦʹ͸ͺǡʹǦͶͷ͸ȂʹǦͶͷ͹
ͳ͹ͲȂ͵Ǧͳ͹Ͷ „—•‹‡••Ǧ–‘Ǧ…‘•—‡”‡Ǧ…‘‡”…‡ǡͳǦʹ͸ͷȂͳǦ
ʹ…‘ŽŽƒ„‘”ƒ–‹‘ǡͳǦʹ͸ͺ ʹ͸͹
ʹ‡Ǧ…‘‡”…‡ǡͳǦʹ͸ͶǡͳǦʹ͸͸ǡͳǦʹ͸ͺ Dz„—›‘–Š‡ƒ”‡–dz”‡Žƒ–‹‘•Š‹’ǡʹǦʹͳ͵ǡʹǦ
ʹ‡Ǧ…‘‡”…‡ǡͳǦʹ͸ͷȂͳǦʹ͸͹ ʹͳͶ
„—…‡–Ž‡•••›•–‡•ǡʹǦͳʹ͵ „—›‡”Ǧ•—’’Ž‹‡””‡Žƒ–‹‘•Š‹’•ǡʹǦʹͳʹȂʹǦʹͳͷ
„—ˆˆ‡”ǡʹǦͳ͵͸ǡ͵ǦʹͷͻȂ͵Ǧʹ͸Ͳ „—›Ǧ•‹†‡‡Ǧ…‘‡”…‡ǡͳǦʹ͸͹
„—ˆˆ‡”‹˜‡–‘”›ǡʹǦͳͷͻ
„—‹Ž†‹‰’”ƒ…–‹…‡•ǡƒ†•—•–ƒ‹ƒ„‹Ž‹–›ǡͳǦ͹͸ C
„—ŽŽ™Š‹’‡ˆˆ‡…–ǡͳǦͳͻǡͳǦͷͲǡͳǦʹͶͶ
„—•‹‡••…‘„‹ƒ–‹‘•ǡͳǦͳͲͲ …ƒŽŽ…‡–‡”•ǡʹǦͶͲ͹
„—•‹‡••…‘–‹—‹–›ƒƒ‰‡‡–•›•–‡•ǡ͵Ǧ …ƒ’ƒ„Ž‡Ǧ–‘Ǧ’”‘‹•‡ǡͳǦʹ͹ͺ
ͳʹʹȂ͵ǦͳʹͶ …ƒ’ƒ…‹–›ǡͳǦͺͳǡʹǦͳ͵Ͳǡ͵ǦͳͲͶȂ͵ǦͳͲ͹
„—•‹‡••†‹”‡…–‹‘ǡͳǦͻͺȂͳǦͻͻ „‹ŽŽ‘ˆǡʹǦͳ͵͹
„—•‹‡••‡–‹“—‡––‡ǡ͵Ǧͳͻ …‘–”‘ŽǡʹǦͳ͵ͳ
„—•‹‡••‹–‡ŽŽ‹‰‡…‡ǡʹǦͶͲͷ †‡‘•–”ƒ–‡†ǡ͵Ǧͳͻ͹
„—•‹‡••‹–‡””—’–‹‘‹•—”ƒ…‡ǡ͵ǦͳͳͶ ˆ‘”‡…ƒ•–‹‰Ȁ’Žƒ‹‰ǡʹǦʹͷͲȂʹǦʹͷ͵
„—•‹‡••Žƒ›‡”‘ˆʹȀʹ‡Ǧ…‘‡”…‡ǡͳǦ ‹˜‡•–‡–•ǡ•–ƒ‰‹‰ǡʹǦͳ͵ͶȂʹǦͳ͵͸
ʹ͸͸ ƒ†Ž‘ƒ†ǡ͵ǦͳͻͺȂ͵Ǧͳͻͻ
„—•‹‡••‘†‡ŽǡͳǦͶǡͳǦ͹ ƒƒ‰‡‡–ǡʹǦͳ͵ͳǡʹǦͳ͵ʹȂʹǦͳ͵͵
„—•‹‡••’ŽƒǡͳǦʹͷȂͳǦʹ͹ ‡ƒ•—”‹‰ǡ͵Ǧͳͻ͸Ȃ͵Ǧͳͻͻ
„—•‹‡•••–”ƒ–‡‰›ǡͳǦ͹ȂͳǦͳͶ ‘„Œ‡…–‹˜‡•ǡʹǦͳ͵ͳȂʹǦͳ͵ʹ
…‘”‡…ƒ’ƒ„‹Ž‹–‹‡•ǡͳǦʹͺȂͳǦʹͻ ’Žƒ‹‰ǡʹǦͳ͵ͳ
…‘•–•–”—…–—”‡ǡͳǦʹͻȂͳǦ͵Ͳ ’”‘†—…–‹‘ƒ…–‹˜‹–›…‘–”‘ŽǡʹǦͳͶͳȂʹǦͳͶͶ
‘”‰ƒ‹œƒ–‹‘ƒŽ•–”ƒ–‡‰›ǡͳǦͳͶȂͳǦʹͷ ”ƒ–‡†ǡ͵Ǧͳͻ͹
”‡˜‡—‡‘†‡ŽǡͳǦ͵Ͳ ”‡“—‹”‡‡–•ǡ͵Ǧͳͻͺ
˜ƒŽ—‡’”‘’‘•‹–‹‘ǡͳǦʹ͹ȂͳǦʹͺ ”‡“—‹”‡‡–•’Žƒ‹‰ȋȌǡʹǦͳ͵ͺȂʹǦͳͶͲ
„—•‹‡••’ŽƒȀ’Žƒ‹‰ǡͳǦʹͷȂͳǦʹ͹ǡͳǦͳ͵ͶǡʹǦ ƒ†”‡•‘—”…‡’Žƒ‹‰ǡʹǦͳ͵͵ȂʹǦͳ͵͸
ͺͺȂʹǦͺͻǡʹǦͻͳ ”‘—‰ŠǦ…—–…ƒ’ƒ…‹–›’Žƒ‹‰ǡʹǦͳͳͳȂʹǦ
„—•‹‡••’”‘…‡••ƒƒ‰‡‡–ǡͳǦʹͻʹȂͳǦʹͻ͵ ͳͳʹǡʹǦͳ͵͸ȂʹǦͳ͵ͺ
„—•‹‡••’”‘…‡••’‡”•’‡…–‹˜‡ǡ‹„ƒŽƒ…‡† •—’’Ž‹‡”ǡ͵Ǧͳ͸ͷ
•…‘”‡…ƒ”†ǡ͵Ǧͳ͹ʹ ˜ƒ”‹ƒ…‡…‘•–•ǡʹǦͳ͸ʹ
„—•‹‡••”—Ž‡•ǡ͵Ǧʹ͸͹ …ƒ’‹–ƒŽ…‘•–•ǡʹǦͳ͸ͲȂʹǦͳ͸ͳ
„—•‹‡•••–”ƒ–‡‰›ǡͳǦ͵ȂͳǦͷǡͳǦ͹ȂͳǦͺ …ƒ”„‘ˆ‘‘–’”‹–ƒƒŽ›•‹•ǡͳǦ͹͸
„‡•–Ǧ…‘•–•–”ƒ–‡‰›ǡͳǦͺ …ƒ”‰‘‹•—”ƒ…‡ǡ͵ǦͳͳͶ
„”‘ƒ††‹ˆˆ‡”‡–‹ƒ–‹‘•–”ƒ–‡‰›ǡͳǦͺ ƒ”‡–ǡʹǦ͵͵ͺ
…Š‘‘•‹‰ǡͳǦͳͶ …ƒ”‘—•‡Ž•ǡʹǦʹͷͺǡʹǦʹ͸ͳ
ˆ‘…—•ƒ†˜ƒ–ƒ‰‡•–”ƒ–‡‰‹‡•ǡͳǦͳʹȂͳǦͳͶ …ƒ””‹‡”•
ˆ‘…—•‡††‹ˆˆ‡”‡–‹ƒ–‹‘•–”ƒ–‡‰›ǡͳǦͺ …‘‘ȋ’—„Ž‹…ȌǡʹǦʹ͸ͷȂʹǦʹ͸͸
ˆ‘…—•‡†Ž‘™…‘•–•–”ƒ–‡‰›ǡͳǦͺ …‘–”ƒ…–ǡʹǦʹ͸͹ȂʹǦʹ͸ͺ

© 2016 APICS 1-379 Version 4.0, 2016 Edition

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APICS CSCP Learning System

…ƒ””‹‡”•ȋcontinuedȌ …‘ŽŽƒ„‘”ƒ–‹‘ȋcontinuedȌ
‡š‡’–ǡʹǦʹ͸ͺ ‹†‡•‹‰ǡͳǦʹͲͷȂͳǦʹʹ͹
‘–‘”ǡʹǦʹͺ͹ǡʹǦʹͻͳȂʹǦʹͻ͵ ‹–‡•‹–›Ž‡˜‡ŽǡͳǦͳ͹͵ȂͳǦͳ͹Ͷ
’”‹˜ƒ–‡ǡʹǦʹ͸͸ȂʹǦʹ͸͹ •—……‡••”‡“—‹”‡‡–•ǡͳǦͳ͸͸ȂͳǦͳ͸͹
•‡Ž‡…–‹‘‘ˆǡͳǦʹͺ͹ •–”ƒ–‡‰‹…‹’‘”–ƒ…‡˜‡”•—•†‹ˆˆ‹…—Ž–›‘ˆ
–›’‡•‘ˆǡʹǦʹ͸ͷȂʹǦʹ͸ͺ †‡–‡”‹‹‰’”‘†—…–…ƒ–‡‰‘”‹‡•ǡͳǦͳ͹ͶȂ
…ƒ””›‹‰…‘•–•ǡʹǦͳ͸ͲȂʹǦͳ͸ͳ ͳǦͳ͹͸
…ƒ•Š…‘˜‡”•‹‘…›…Ž‡ǡʹǦͳ͹ͲȂʹǦͳ͹ͳǡʹǦ͵ͳͻȂʹǦ …‘ŽŽƒ„‘”ƒ–‹˜‡’Žƒ‹‰ǡˆ‘”‡…ƒ•–‹‰ǡƒ†
͵ʹͲ ”‡’Ž‡‹•Š‡–ǡʹǦʹͷȂʹǦʹͻ
…ƒ•ŠˆŽ‘™ǡͳǦͳʹ͵ǡͳǦͳʹͶǡͳǦͳʹͻȂͳǦͳ͵ͳǡͳǦͳͺ͵Ȃ …‘ŽŽƒ„‘”ƒ–‹˜‡–”ƒ•’‘”–ƒ–‹‘ƒƒ‰‡‡–ǡͳǦ
ͳǦͳͺͶǡʹǦͳ͸ͺǡʹǦͳ͸ͻǡʹǦʹ͵ͲǡʹǦͷͲͶ ʹͺͻ
…ƒ•ŠˆŽ‘™•ǡ•–ƒ–‡‡–‘ˆǡͳǦͳʹ͵ǡͳǦͳʹͶǡͳǦͳʹͻȂ …‘ŽŽ‡…–‹˜‹•ǡ͵Ǧͳͺ
ͳǦͳ͵ͳǡʹǦͳ͸ͺ …‘ǦŽ‘…ƒ–‹‘ǡ•—’’Ž‹‡”ǡʹǦͶͷͻȂʹǦͶ͸Ͳ
…ƒ•ŠǦ–‘Ǧ…ƒ•Š…›…Ž‡–‹‡ǡʹǦͳ͹ͲȂʹǦͳ͹ͳǡʹǦ͵ͳͻȂ …‘„‹‡†–”ƒ•’‘”–†‘…—‡–ǡʹǦ͵ͳ͸
ʹǦ͵ʹͲǡ͵Ǧͳͷ͸Ȃ͵Ǧͳͷ͹ǡ͵ǦͳͻͲȂ͵Ǧͳͻʹ …‘‡”…‹ƒŽ‹˜‘‹…‡ǡʹǦ͵͵ͺ
…ƒ—•‡Ǧƒ†Ǧ‡ˆˆ‡…–†‹ƒ‰”ƒǡ͵ǦʹʹͲǡ͵Ǧʹʹ͵Ȃ͵Ǧ …‘‡”…‹ƒŽ’”‘’‡”–›‹•—”ƒ…‡ǡ͵ǦͳͳͶ
ʹʹͷ …‘‹–‡–†‡…‹•‹‘’‘‹–•ǡʹǦ͹ͶȂʹǦ͹͸
ȋ…—•–‘‡”†ƒ–ƒ™ƒ”‡Š‘—•‡ȌǡʹǦ͵ͻͻȂʹǦ …‘‘ȋ’—„Ž‹…Ȍ…ƒ””‹‡”•ǡʹǦʹ͸ͷȂʹǦʹ͸͸
ͶͲͳ …‘—‹…ƒ–‹‘ǡͳǦ͵ʹʹȂͳǦ͵ʹ͵
ȋ…‘…—””‡–‡‰‹‡‡”‹‰ȌǡͳǦʹͳʹ ƒ—†‹‡…‡ˆ‘”ǡͳǦ͵ʹ͹ȂͳǦ͵ʹͺ
…‡”–‹ˆ‹…ƒ–‡ …Šƒ‡Ž•ǡͳǦ͵ʹͻ
‘ˆ‹•—”ƒ…‡ǡʹǦ͵ͳ͸ǡʹǦ͵Ͷͳ …Ž‘•‹‰ǡͳǦ͵͵ͳȂͳǦ͵͵ʹ
‘ˆ‘”‹‰‹ǡʹǦ͵ͳ͸ǡʹǦ͵͵ͺ …‘‹–‡––‘ǡʹǦͶ͵͸
…‡”–‹ˆ‹…ƒ–‹‘ǡ͵ǦͷʹȂ͵Ǧͷ͵ǡʹǦͶʹͶȂʹǦͶʹͻ ‘ˆ†‡ƒ†ǡʹǦͳͲȂʹǦͳ͹ǡʹǦʹͶ
‡”–‹ˆ‹‡†…‡ƒ ‘”™ƒ”†‡”ǡʹǦ͵ʹ͸ ‡š–‡”ƒŽǡͳǦ͵ʹ͸ȂͳǦ͵ʹ͹
…Šƒ‰‡ ˆ‡‡†„ƒ…ǡͳǦ͵͵ͳ
…‘‹–‡––‘ǡ‹•–”ƒ–‡‰‹…ƒŽŽ‹ƒ…‡•ǡʹǦ ˆ‘”ƒŽǡͳǦ͵ʹ͸
Ͷ͵ͷ Š‘”‹œ‘–ƒŽǡͳǦ͵ʹ͸
ƒƒ‰‡‡–ǡ͵ǦʹͲͻǡ͵Ǧʹ͸ͲȂ͵Ǧʹ͹Ͳ ‹ˆ‘”ƒŽǡͳǦ͵ʹ͸
’”‘…‡••ǡ͵Ǧʹ͸ʹȂ͵Ǧʹ͹Ͳ ‹–‡”ƒŽǡͳǦ͵ʹ͸ȂͳǦ͵ʹ͹
…Šƒ‡Žǡ•‡‰‡–ƒ–‹‘„›ǡʹǦ͵ͷͻȂʹǦ͵͸Ͳ ƒƒ‰‡‡–’ŽƒǡͳǦ͵ʹ͹
…Šƒ•‡’”‘†—…–‹‘‡–Š‘†ǡʹǦͳͲͶȂʹǦͳͲͷ ‡†‹ƒǡͳǦ͵͵ͲȂͳǦ͵͵ͳ
…Š‡…•Š‡‡–ǡ͵Ǧʹʹͳǡ͵Ǧʹʹ͸ ‡••ƒ‰‡ǡ…”‡ƒ–‹‘‘ˆǡͳǦ͵ʹͻȂ͵Ǧ͵͵ͳ
ǤSee…‘–‹—‘—•‹’”‘˜‡‡– ‘‘ˆˆ‹…‹ƒŽǡͳǦ͵ʹ͸

ȋ…‘–”ƒ…–•ˆ‘”‹–‡”ƒ–‹‘ƒŽ•ƒŽ‡‘ˆ ‘˜‡”„ƒŽǡͳǦ͵ʹ͹
‰‘‘†•ȌǡʹǦͶͺͷ ‘ˆˆ‹…‹ƒŽǡͳǦ͵ʹ͸
…Žƒ••‹…ƒ—…–‹‘•ǡʹǦͶͷ͸ ’”‹…‹’Ž‡•‘ˆ‡ˆˆ‡…–‹˜‡ǡʹǦͳͲȂʹǦͳ͹
…Ž‡ƒ•‹‰ǡ†ƒ–ƒǡͳǦ͵Ͳ͵ ’”‘…‡••ǡͳǦ͵ʹ͵ȂͳǦ͵ʹͷ
…Ž‘•‡†ǦŽ‘‘’ƒ–‡”‹ƒŽ”‡“—‹”‡‡–•’Žƒ‹‰ǡ ’—”’‘•‡‘ˆǡͳǦ͵ʹʹȂͳǦ͵ʹ͹
ʹǦͳʹͶȂʹǦͳʹͷ •‹ŽŽ•ǡ͵Ǧͳͻ
Ž‘•‹‰ǡ‹’”‘Œ‡…–ƒƒ‰‡‡–ǡͳǦ͵ͶͳǡͳǦ͵ͷʹ —†‡”•–ƒ†‹‰ǡ‡•—”‹‰ǡͳǦ͵͵ͳ
…Ž‘—†…‘’—–‹‰ǡͳǦʹͶ͵ǡͳǦʹͷͻǡʹǦͶͲͳǡʹǦͶͲ͹ ˜‡”–‹…ƒŽǡͳǦ͵ʹ͸
…‘ƒ…Š‹‰ǡ͵Ǧʹͳʹ ˜‘‹…‡Ȁ™”‹––‡ǡͳǦ͵ʹ͹
 ȋ…‘–ƒ‹‡”‘ˆŽƒ–…ƒ”ȌǡʹǦ͵Ͳͷ …‘’‡–‡…‹‡•ǡ…‘”‡ǡƒ†ƒ‡Ǧ‘”Ǧ„—›ƒƒŽ›•‹•

ȋ…‘•–‘ˆ‰‘‘†••‘Ž†ȌǡͳǦͳͳͺǡʹǦͳ͸͹ǡ͵Ǧ †‡…‹•‹‘•ǡʹǦʹͲͺȂʹǦʹͳͲ
ͳͺͻȂ͵ǦͳͻͲǡʹǦͶʹͲȂʹǦͶʹͳ …‘’‡–‹–‹‘ƒ†•—’’Ž›…Šƒ‹•–”ƒ–‡‰›ǡͳǦ͵ͳȂ
…‘ŽŽƒ„‘”ƒ–‹‘ǡͳǦͳ͸ͷȂͳǦͳ͹͸ǡʹǦʹͳ͵ǡʹǦʹͳͷǡʹǦ ͳǦ͵ʹ
Ͷ͹ͶȂʹǦͶ͹ͻ competitive advantage, 1-4, 1-67
„ƒ””‹‡”•–‘ǡͳǦͳ͹ͲȂͳǦͳ͹ʹ competitive analysis, 1-10
…‘—‹…ƒ–‹‘‹ǡͳǦͳ͹ʹȂͳǦͳ͹͵ …‘’‡–‹–‹˜‡„‡…Šƒ”‹‰ǡ͵Ǧʹͳͺ

© 2016 APICS 1-380 Version 4.0, 2016 Edition

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 Cumulative Course Index

…‘’Ž‡š‹–›‘ˆ•—’’Ž›…Šƒ‹ǡͳǦͳͲʹǡͳǦͳ͵͸ …‘–‹—‘—•‹’”‘˜‡‡–ȋcontinuedȌ
…‘’Ž‹ƒ…‡ ’‡”•‘‡Ž‹’”‘˜‡‡–ǡ͵ǦʹͳͲȂ͵Ǧʹͳ͵
ƒ†…‘–”ƒ…–•ǡʹǦͶͻʹ ’”‘…‡••‹’”‘˜‡‡–ǡ͵Ǧʹͳ͵Ȃ͵ǦʹʹͲ
™‹–Š‡š’‘”–Ǧ‹’‘”–”‡“—‹”‡‡–•ǡ͵Ǧͳ͵ͲȂ ”‡ƒ•‘•ˆ‘”ƒ†‘’–‹‰ǡ͵ǦʹͳͲ
͵Ǧͳ͵ʹ •‹š•‹‰ƒǡ͵Ǧʹͷ͵Ȃ͵Ǧʹͷ͹
‰‘˜‡”‡–ƒ†”‡‰—Žƒ–‘”›ǡ͵ǦʹͻȂ͵Ǧ͵͵ǡ͵Ǧ –Š‡‘”›‘ˆ…‘•–”ƒ‹–•ȋȌǡʹǦͳͶʹȂʹǦͳͶ͵ǡ
ͳ͵ͶȂ͵Ǧͳ͵͹ ͵Ǧʹ͵͵Ȃ͵Ǧʹ͵Ͷǡ͵ǦʹͷͺȂ͵Ǧʹ͸Ͳ
™‹–Š”‡‰—Žƒ–‹‘•‘Šƒœƒ”†‘—•™ƒ•–‡ǡʹǦ –‘‘Ž•ǡ͵Ǧʹͳ͹Ȃ͵Ǧʹ͵͵
ͷͳͻȂʹǦͷʹͲ –‘–ƒŽ“—ƒŽ‹–›ƒƒ‰‡‡–ȋȌǡ͵ǦʹͲ͹ǡ
…‘’‘‡–…‘‘ƒŽ‹–›ǡͳǦʹͲͻ ͵ǦʹͲͺǡ͵Ǧʹ͵͵ǡ͵Ǧʹͷ͹Ȃ͵Ǧʹͷͺ
…‘’”‡Š‡•‹˜‡•—’’Ž›…Šƒ‹ƒƒ‰‡‡– …‘–‹—‘—•Œ‘„‹’”‘˜‡‡–ǡ͵ǦʹͷʹȂ͵Ǧʹͷ͵
•›•–‡ǡͳǦʹͷͲȂͳǦʹͷͳ …‘–‹—‘—•’”‘…‡••‹’”‘˜‡‡–ǡ͵ǦʹͲͺ
…‘…—””‡–‡‰‹‡‡”‹‰ǡͳǦʹͳʹ …‘–‹—‘—•”‡’Ž‡‹•Š‡–ǡʹǦͶͺͲȂʹǦͶͺͳ
…‘ˆ‹‰—”ƒ–‹‘ …‘–”ƒ…–…ƒ””‹‡”•ǡʹǦʹ͸͹ȂʹǦʹ͸ͺ
˜•Ǥ…—•–‘‹œƒ–‹‘ǡ‹‡–‡”’”‹•‡”‡•‘—”…‡• …‘–”ƒ…–™ƒ”‡Š‘—•‹‰ǡʹǦʹ͹Ͳ
’Žƒ‹‰ǡͳǦʹ͹ͷ …‘–”ƒ…–‹‰ǡʹǦʹͳͺȂʹǦʹͳͻ
ˆ‘”‹ˆ‘”ƒ–‹‘•›•–‡ƒ”…Š‹–‡…–—”‡ǡͳǦ „‡‡ˆ‹–•‘ˆǡʹǦʹͳͻȂʹǦʹʹͲ
ʹͶʹȂͳǦʹͶ͵ …‘’Ž‡š‹–‹‡•‘ˆǡʹǦʹʹͲǡʹǦʹʹʹ
…‘ˆ‹‰—”‡Ǧ–‘Ǧ‘”†‡”‘†‡ŽǡͳǦʹͻ …—•–‘‡””‡Žƒ–‹‘•Š‹’ƒƒ‰‡‡–ǡʹǦ
…‘ˆŽ‹…–‹‡”ƒŽ•ǡ͵ǦͶͻǡ͵Ǧͳͳ͵ ʹʹͳ
…‘ˆŽ‹…–•‘ˆ‹–‡”‡•–ǡʹǦʹͺͲȂʹǦʹͺʹ ™‹–ŠŽ‘‰‹•–‹…••‡”˜‹…‡’”‘˜‹†‡”•ǡʹǦʹͺ͸ȂʹǦ
…‘•‹‰‡–ǡʹǦͶͺʹȂʹǦͶͺͶ ʹͺ͹
…‘•‹•–‡…› ”‡ƒ•‘•ˆ‘”ǡʹǦʹͳͻ
†‡Ž‹˜‡”›ǡ͵Ǧͳͷʹ ”‹•ƒƒ‰‡‡–‹ǡʹǦʹʹʹ
ƒ†Ž‡ƒ†–‹‡‘‹–‘”‹‰ǡ͵ǦʹͲʹ •—’’Ž‹‡””‡Žƒ–‹‘•Š‹’ƒƒ‰‡‡–ǡʹǦ
…‘•‘Ž‹†ƒ–‹‘ ʹʹͲȂʹǦʹʹͳ
‹‡š’‘”–•Š‹’‡–•ǡ͵Ǧ͹ –”‡†•‹ǡʹǦʹͳͻ
‹™ƒ”‡Š‘—•‹‰ǡʹǦʹͶͳ …‘–”ƒ…–•ǡʹǦʹͺ͸ȂʹǦʹͺ͹ǡʹǦͶͺͷȂʹǦͶͺ͸
…‘•‘Ž‹†ƒ–‘”•ǡʹǦ͵ʹͺǡʹǦ͵͵ʹ ƒ—ƒŽ‹œ‡†ǡʹǦͶͺͷ
…‘•‘”–‹ƒ–”ƒ†‡‡š…Šƒ‰‡•ǡʹǦͶͷͷ „‹Žƒ–‡”ƒŽǡʹǦͶͺͷ
…‘•‘”–‹ƒǦ„ƒ•‡†ƒ”‡–’Žƒ…‡•ǡʹǦͶͷͷ …‘’Ž‹ƒ…‡ǡʹǦͶͻʹ
…‘•–”ƒ‹–•ǡʹǦͳͶʹȂʹǦͳͶ͵ǡ͵Ǧʹͷͺ …‘•–Ǧ„ƒ•‡†ǡʹǦͶͺ͸
…‘•—‡””‡•‡ƒ”…ŠǡͳǦͳ͵Ͷ …‘•–Ǧ’Ž—•ǡʹǦͶͺ͸
…‘–ƒ…–…Šƒ‡Ž•–”ƒ–‡‰›ǡͳǦͳͷͶǡͳǦͳͷͷȂͳǦͳͷ͸ …‘•–Ǧ’Ž—•Ǧˆ‹š‡†Ǧˆ‡‡ǡʹǦͶͺ͸
…‘–ƒ…–ƒƒ‰‡‡–ǡʹǦͶͲͶ …‘•–Ǧ’Ž—•Ǧ‹…‡–‹˜‡Ǧˆ‡‡ǡʹǦͶͺ͸
…‘–ƒ‹‡”‘ˆŽƒ–…ƒ”ǡʹǦ͵Ͳͷ †‡’Ž‘›‡–ǡʹǦͶͻͳȂʹǦͶͻʹ
…‘–ƒ‹‡”•Š‹’ǡʹǦ͵ͲͷȂʹǦ͵Ͳ͸ ‡ˆ‘”…‡ƒ„‹Ž‹–›ǡʹǦͶͻͳȂʹǦͳͻ͵
…‘–‡–ƒƒ‰‡‡–ƒ’’Ž‹…ƒ–‹‘•ǡͳǦʹ͸͹ ˆ‹”Ǧˆ‹š‡†Ǧ’”‹…‡ǡʹǦͶͺ͸
…‘–‡–ƒƒ‰‡‡–‡Ǧ…‘‡”…‡ǡͳǦʹ͸͹ ˆ‹š‡†Ǧ’”‹…‡Ǧ‹…‡–‹˜‡Ǧˆ‡‡ǡʹǦͶͺ͸
…‘–‡–ǦŽ‡˜‡Ž‹††Ž‡™ƒ”‡ǡͳǦʹͻͷ ‹…‡–‹˜‡ǡʹǦͶͺ͹ǡʹǦͶͺͻ
…‘–‹‰‡–ƒ…–‹‘‹”‡•’‘•‡–‘”‹•ǡ͵ǦͳͲ͸Ȃ ˆ‘”‹–‡”ƒ–‹‘ƒŽ•ƒŽ‡‘ˆ‰‘‘†•ȋ
ȌǡʹǦ
͵ǦͳͲͺ Ͷͺͷ
…‘–‹‰‡–„—•‹‡••‹–‡””—’–‹‘‹•—”ƒ…‡ǡ Žƒ‰—ƒ‰‡ǡʹǦͶͻͲȂʹǦͶͻͳ
͵ǦͳͳͶ Ž‡‰ƒŽƒ—–Š‘”‹–›‹ǡʹǦͶͻͳ
…‘–‹—‘—•‹’”‘˜‡‡–ǡʹǦͳͲͳǡ͵ǦʹͲ͹Ȃ͵Ǧ ’”‘„Ž‡”‡•‘Ž—–‹‘…Šƒ‡Ž•ǡʹǦͶͻͲ
ʹͲͺ ”—Ž‡•ǡʹǦʹͺ͸ȂʹǦʹͺ͹
—•–Ǧ‹Ǧ‹‡ǡʹǦͳʹ͵ǡʹǦͳͶͶǡ͵Ǧʹ͵͵ǡ͵ǦʹͶʹǡ –‡”‹ƒ–‹‘ǡʹǦͶͻͳ
͵ǦʹͶͻȂ͵Ǧʹͷ͵ –‡”•ƒ†…‘†‹–‹‘•ǡʹǦͶͺͶȂʹǦͶͺͷǡʹǦ
Ž‡ƒǡʹǦͳͶͶǡ͵Ǧʹ͵͵ǡ͵Ǧʹ͵ͶȂʹͶͺ Ͷͺ͹ȂʹǦͶͻͳ
‘†‡Žǡ͵ǦʹͲͺȂ͵ǦʹͲͻ –”ƒ†‹‰’ƒ”–‡”ƒ‰”‡‡‡–•ǡʹǦͶͺͷ

© 2016 APICS 1-381 Version 4.0, 2016 Edition

All rights reserved Printed on 100% post-consumer waste recycled paper.
APICS CSCP Learning System

…‘–”‘Ž…Šƒ”–•ǡ͵ǦʹʹͲǡ͵Ǧʹʹʹ …‘•–ȋ•ȌȋcontinuedȌ
…‘˜‡›‘”•ǡʹǦʹͷͶȂʹǦʹͷͷǡʹǦʹ͸ͳ ’‡”‹‘†ǡͳǦͳʹͺ
…‘”‡…ƒ’ƒ„‹Ž‹–‹‡•ǡͳǦʹͺȂͳǦʹͻǡͳǦ͹͹ȂͳǦͺʹ ’”‘…‡••…Šƒ‰‡ǡʹǦʹͲͷ
…‘”‡…‘’‡–‡…‹‡•Ȁ•–”‡‰–Š•ǡƒ†ƒ‡Ǧ‘”Ǧ ’”‘†—…–ǡͳǦͳʹͺ
„—›ƒƒŽ›•‹•†‡…‹•‹‘•ǡʹǦʹͲͺȂʹǦʹͳͲ ’—”…Šƒ•‡’”‹…‡Ȁ’”‘†—…–‹‘ǡʹǦʹͲ͵
…‘”’‘”ƒ–‡•‘…‹ƒŽ”‡•’‘•‹„‹Ž‹–›ǡ͵ǦʹʹȂ͵ǦͶͻǡʹǦ ”‹•ǡʹǦͳ͸ͳ
Ͷʹʹ –‘•‡”˜‡ǡ–‘–ƒŽǡ͵ǦͳͺͺȂ͵Ǧͳͺͻ
…‘”’‘”ƒ–‡•–”ƒ–‡‰›ǤSee ‘”‰ƒ‹œƒ–‹‘ƒŽ •–ƒ†ƒ”†ǡͳǦͳͳͺǡͳǦͳʹͲ
•–”ƒ–‡‰› •–‘”ƒ‰‡ǡʹǦͳ͸Ͳ
…‘””‡…–‹˜‡ƒ…–‹‘‹”‡•’‘•‡–‘”‹•ǡ͵ǦͳͲ͸Ȃ •–”—…–—”‡ǡͳǦͺʹȂͳǦͺͶ
͵ǦͳͲͺ •—’’Ž‹‡”“—ƒŽ‹–›ǡ͵Ǧͳ͸ʹȂ͵Ǧͳ͸͵
…‘””—’–‹‘ǡ͵Ǧ͹ͻǡ͵ǦͳͳͺȂ͵Ǧͳͳͻ •—’’Ž›…Šƒ‹ǡ͵ǦͳͺͺȂ͵ǦͳͻͲ
–‡”’”‹•‡‹•ƒƒ‰‡‡– –”ƒ•’‘”–ƒ–‹‘ǡʹǦʹͶͺǡʹǦʹ͹ͳȂʹǦʹ͹ʹǡʹǦ
ˆ”ƒ‡™‘”ǡ͵Ǧͳ͵ͺȂ͵Ǧͳ͵ͻ ʹͺͳȂʹǦʹͺʹ
…‘•–Ǧ„ƒ•‡†…‘–”ƒ…–ǡʹǦͶͺ͸ –”‡†•ǡ‹Ž‘‰‹•–‹…•ǡʹǦʹ͵ʹȂʹǦʹ͵Ͷ
…‘•–Ǧ„‡‡ˆ‹–ƒƒŽ›•‹•ǡͳǦʹͶͶȂͳǦʹͶͺǡ͵Ǧͻ͹Ȃ͵Ǧ ˜ƒ”‹ƒ…‡ǡͳǦͳͳͺǡͳǦͳͳͻ
ͻͻ …‘—–‡”ˆ‡‹–‹‰ǡ͵ǦͳʹͲȂ͵Ǧͳʹͳ
…‘•–Ǧ’Ž—•…‘–”ƒ…–ǡʹǦͶͺ͸ …‘—–‡”’ƒ”–›”‹•ǡʹǦ͵ͳ͵ȂʹǦ͵ͳͶ
…‘•–Ǧ’Ž—•Ǧˆ‹š‡†Ǧˆ‡‡…‘–”ƒ…–ǡʹǦͶͺ͸ …‘—–”›‘ˆ‘”‹‰‹ǡʹǦ͵Ͷͷ
…‘•–Ǧ’Ž—•Ǧ‹…‡–‹˜‡Ǧˆ‡‡…‘–”ƒ…–ǡʹǦͶͺ͸ …‘—–”›Ǧ•’‡…‹ˆ‹…ƒ……‘—–‹‰”‡‰—Žƒ–‹‘•ǡͳǦ
…‘•–‹‰ ͳʹͶǡ͵ǦͳͳȂ͵Ǧͳʹ
•–ƒ†ƒ”†ǡͳǦͳͳͺȂͳǦͳʹͳ …‘—–”›Ǧ•’‡…‹ˆ‹…ƒ••‡–ˆ‘‘–’”‹–ǡͳǦ͵Ͳ
–ƒ”‰‡–ǡͳǦͻ …‘˜‡”ƒ‰‡ƒ‘—–‡–Š‘†‘ˆ†‡–‡”‹‹‰
…‘•–ȋ•Ȍ •ƒˆ‡–›•–‘…ǡʹǦͳͺͺ
ƒ……‘—–‹‰ǡͳǦͳͳͺȂͳǦͳʹͳ  ̺ȋ…‘ŽŽƒ„‘”ƒ–‹˜‡’Žƒ‹‰ǡˆ‘”‡…ƒ•–‹‰ǡ
ƒ…“—‹•‹–‹‘ǡʹǦͳ͸Ͳ ƒ†”‡’Ž‡‹•Š‡–ȌǡʹǦʹͷȂʹǦʹͻ
ƒ…–—ƒŽǡͳǦ͵ͷͲȂͳǦ͵ͷʹ ȋ…‘–‹—‘—•’”‘…‡••‹’”‘˜‡‡–Ȍǡ͵Ǧ
ƒ˜‘‹†ƒ…‡ǡʹǦͷͲͳ ʹͲͺ
„ƒ…‘”†‡”ǡʹǦͳ͸ʹ ȋ…‘–‹—‘—•”‡’Ž‡‹•Š‡–ȌǡʹǦͶͺͲȂʹǦ
„ƒŽƒ…‹‰ˆ‘”‹˜‡–‘”›‘”†‡”‹‰ǡʹǦͳ͸ʹ Ͷͺͳ
…ƒ””›‹‰ǡʹǦͳ͸ͲȂʹǦͳ͸ͳ …”‡†‹–™‘”–Š‹‡••ǡ͵Ǧͳͷͻ
…ƒ’ƒ…‹–›˜ƒ”‹ƒ…‡ǡʹǦͳ͸ʹ …”‹–‹…ƒŽ•—’’Ž‹‡”•ǡʹǦͳ͵͸
…ƒ’‹–ƒŽǡʹǦͳ͸ͲȂʹǦͳ͸ͳ ǤSee…—•–‘‡””‡Žƒ–‹‘•Š‹’
†”‹˜‡”•ǡͳǦͳͳͻ ƒƒ‰‡‡–
‘ˆ‰‘‘†••‘Ž†ȋ
ȌǡͳǦͳͳͺǡʹǦͳ͸͹ǡ͵Ǧ …”‘••Ǧ†‘…‹‰ǡʹǦʹͶͳȂʹǦʹͶ͵
ͳͺͻȂ͵ǦͳͻͲǡʹǦͶʹͲȂʹǦͶʹͳ …”‘••Ǧˆ—…–‹‘ƒŽ–‡ƒ•ǡͳǦʹ͵͵ȂͳǦʹ͵Ͷ
Š‘Ž†‹‰ǡʹǦͳ͸ͲȂʹǦͳ͸ͳ …”‘••Ǧ•‡ŽŽ‹‰ǡʹǦ͵ͷͷȂʹǦ͵ͷ͸ǡʹǦ͵ͻʹǡʹǦͶͲ͸
‹’‘”–ǡʹǦ͵͵ͷ–ʹǦ͵͵͸ …”‘••–”ƒ‹‹‰ǡ͵ǦʹͳͳȂ͵Ǧʹͳʹ
‹˜‡–‘”›ǡʹǦͳͷ͵ǡʹǦͳ͸ͲȂʹǦͳ͸ʹ ȋ…ƒ’ƒ…‹–›”‡“—‹”‡‡–•’Žƒ‹‰ȌǡʹǦ
Žƒ†‡†ǡʹǦͳ͸ͲǡʹǦʹͲ͵ǡʹǦʹͲͶȂʹǦʹͲͷǡʹǦ ͳ͵ͺȂʹǦͳͶͲ
ʹͳͲȂʹǦʹͳͳ ȋ…‘”’‘”ƒ–‡•‘…‹ƒŽ”‡•’‘•‹„‹Ž‹–›Ȍǡ͵ǦʹʹȂ͵Ǧ
Ž‹‡Šƒ—ŽǡʹǦʹ͹ͳ ͶͻǡʹǦͶʹʹ
Ž‘•–•ƒŽ‡Ȁ…—•–‘‡”ǡʹǦͳ͸ʹ ȋ…ƒ’ƒ„Ž‡Ǧ–‘Ǧ’”‘‹•‡ȌǡͳǦʹ͹ͺ
‡–”‹…•ǡ͵ǦͳͷͶȂ͵Ǧͳͷ͸ Ǧȋ—•–‘•Ǧ”ƒ†‡ƒ”–‡”•Š‹’‰ƒ‹•–
‹‹‹œƒ–‹‘ǡʹǦʹ͵ʹ ‡””‘”‹•Ȍǡ͵Ǧͳ͵ʹȂ͵Ǧͳ͵Ͷ
‡–ǡʹǦʹͲͷȂʹǦʹͲ͸ ȋ…‘•‘”–‹ƒ–”ƒ†‡‡š…Šƒ‰‡•ȌǡʹǦͶͷͷ
‘‰‘‹‰ǡʹǦʹͲͷ …—Ž–—”‡ǡ͵Ǧͳ͸Ȃ͵Ǧͳ͹
‘”†‡”‹‰ǡʹǦͳ͸ͳ ƒŽ‹‰‡–ǡʹǦʹͳ͸
‘ˆ‘™‡”•Š‹’ǡ–‘–ƒŽǡʹǦʹͲʹȂʹǦʹͲ͹ǡʹǦʹͳͲȂ †‹‡•‹‘•‘ˆǡ͵Ǧͳ͹Ȃ͵Ǧͳͻ
ʹǦʹͳͳǡʹǦͶͳ͸ȂʹǦͶͳ͹ …——Žƒ–‹˜‡Ž‡ƒ†–‹‡ǡʹǦ͸͹

© 2016 APICS 1-382 Version 4.0, 2016 Edition

All rights reserved Printed on 100% post-consumer waste recycled paper.
 Cumulative Course Index

…—””‡…›ǡʹǦ͵ͳ͵ȂʹǦ͵ͳͶ …—•–‘‡”•‡”˜‹…‡ȋcontinuedȌ
‡š…Šƒ‰‡”‹•ǡʹǦ͵ͳͶǡʹǦ͵ͳͷ ƒ†—„‡”‘ˆ™ƒ”‡Š‘—•‡•ǡʹǦʹͶͺ
Š‡†‰‹‰ǡʹǦ͵ͳͶȂʹǦ͵ͳͷ ”ƒ–‹‘ǡ͵ǦʹͲͲȂ͵ǦʹͲͳ
•‡Ž‡…–‹‘ǡʹǦ͵ͳͶȂʹǦ͵ͳͷ ”‡“—‹”‡‡–•ǡʹǦͳͷ͵
…—””‡–’”‹…‡ǡͳǦͳͳͺ …—•–‘‡”˜ƒŽ—‡ǡͳǦ͹ͳȂͳǦ͹͵ǡʹǦ͵ͷͺǡʹǦ͵ͺͺȂʹǦ
…—•–‘•…‘”‡…ƒ”†•ǡ͵Ǧͳ͹ͶȂ͵Ǧͳ͹ͷ ͵ͺͻ
…—•–‘‡”…ƒ”‡•›•–‡•ǡʹǦͶͲͳȂʹǦͶͲʹ …—•–‘‡”ǡ˜‘‹…‡‘ˆǡʹǦ͵͸ͳȂʹǦ͵͸ʹǡʹǦ͵ͻ͸
…—•–‘‡”…‘’Žƒ‹–•ǡ͵Ǧͳͷʹ …—•–‘‡”•ǡ–›’‡•‘ˆ
…—•–‘‡”†ƒ–ƒ™ƒ”‡Š‘—•‡ǡʹǦ͵ͻͻȂʹǦͶͲͳ „—•‹‡••Ǧ–‘Ǧ„—•‹‡••ǡʹǦ͵ͺͻȂʹǦ͵ͻͲ
…—•–‘‡”†‡…‹•‹‘•ǡͳǦͳͺͳ Ž‹ˆ‡–‹‡ǡʹǦ͵͹ͶȂʹǦ͵͹ͷ
…—•–‘‡”†‡ƒ†ǡƒ†‹˜‡–‘”›’‘Ž‹…›ǡʹǦ Ž‘›ƒŽǡʹǦ͵ͻʹȂʹǦ͵ͻ͵ǡʹǦͶͲ͸
ͳͷ͵ ’”‘•’‡…–‹˜‡ǡʹǦ͵ͻͳ
…—•–‘‡”‡š’‡”‹‡…‡ǡͳǦͳͳǡʹǦ͵ͻ͹ȂʹǦ͵ͻͺ ”‡–ƒ‹ŽǡʹǦ͵ͺͻ
…—•–‘‡”ˆ‡‡†„ƒ…“—‡•–‹‘ƒ‹”‡•ǡʹǦ͵ͻ͸ȂʹǦ •‡”˜‹…‡Ǧ‹†‡†ǡʹǦ͵ͺͻ
͵ͻ͹ ˜—Ž‡”ƒ„Ž‡ǡʹǦ͵ͻͳǡʹǦͶͲ͸
…—•–‘‡”ˆ‘…—•ȀƒŽ‹‰‡–•–”ƒ–‡‰›ǡͳǦͳͷȂͳǦ ™‹Ǧ„ƒ…ǡʹǦ͵ͻʹǡʹǦͶͲ͸
ͳ͹ …—•–‘‡”Ǧˆ‘…—•‡†ƒ”‡–‹‰ǡʹǦ͵ͷͶȂʹǦ͵ͷ͸
…—•–‘‡”ǡ‹„ƒ•‹…•—’’Ž›…Šƒ‹ǡͳǦ͵ͺ …—•–‘‡”Ǧˆ‘…—•‡†‡–”‹…•ǡ͵ǦͳͷͳȂ͵Ǧͳͷ͵
…—•–‘‡”‹ˆ‘”ƒ–‹‘ǡ•‘—”…‡•‘ˆǡʹǦ͵͸ͲȂʹǦ …—•–‘‹œƒ–‹‘ǡͳǦʹͳ͹ȂͳǦʹʹͳǡͳǦʹͶͻǡͳǦʹ͹ͷǡʹǦ
͵͸ͳǡʹǦ͵͹͵ ͵͸Ͷ
…—•–‘‡”Ž‹ˆ‡…›…Ž‡ǡʹǦ͵ͻͲȂʹǦ͵ͻͳ …—•–‘•ȋ…—Ž–—”ƒŽȌǡ͵Ǧͳͻ
…—•–‘‡”‡‡†•ǡ•‡‰‡–ƒ–‹‘„›ǡʹǦ͵ͷͻ …—•–‘•ȋ‹‡š’‘”–Ǧ‹’‘”–ȌǡʹǦ͵ʹͷ
…—•–‘‡”’‡”•’‡…–‹˜‡ǡ‹„ƒŽƒ…‡†•…‘”‡…ƒ”†ǡ †—–‹‡•ǡʹǦ͵͵Ͷ
͵Ǧͳ͹ͳǡ͵Ǧͳ͹ʹ Š‘—•‡„”‘‡”•ǡʹǦ͵ʹͻǡʹǦ͵͵ʹǡ͵Ǧͷ
…—•–‘‡”’”‘„Ž‡–”ƒ…‹‰ǡʹǦͶͲ͹ Žƒ„‡Ž‹‰ƒ††‘…—‡–ƒ–‹‘ǡ͵Ǧ͹ǡ͵Ǧͳ͵ʹ
…—•–‘‡””‡Žƒ–‹‘•Š‹’ƒƒ‰‡‡–ǡʹǦ͵͹ͲǡʹǦ ’ƒ…ƒ‰‹‰ˆ‘”ǡ͵Ǧ͸
͵ͺͲȂʹǦ͵ͺʹ ’”‘Š‹„‹–‡†‰‘‘†•ǡ͵Ǧͳ͵ͳȂ͵Ǧͳ͵ʹ
ƒƒŽ›•‹•ǡʹǦ͵͹͵ —•–‘•Ǧ”ƒ†‡ƒ”–‡”•Š‹’‰ƒ‹•–
…—•–‘‡”‹ˆ‘”ƒ–‹‘ǡʹǦ͵͹͵ ‡””‘”‹•ǡ͵Ǧͳ͵ʹȂ͵Ǧͳ͵Ͷ
ƒ†Ž‹ˆ‡–‹‡…—•–‘‡”ǡʹǦ͵͹ͶȂʹǦ͵͹ͷ …›„‡”‹•—”ƒ…‡ǡ͵ǦͳͳͶ
Ž‹ƒ‰‡•™‹–Š•—’’Ž‹‡””‡Žƒ–‹‘•Š‹’ …›…Ž‡…‘—–‹‰ǡʹǦͳͻ͸ȂʹǦͳͻ͹ǡʹǦʹͶͲ
ƒƒ‰‡‡–ǡʹǦͶ͸͹ȂʹǦͶ͹ʹ …›…Ž‡•–‘…ǡʹǦͳͷͺ
‡‡†ˆ‘”ǡʹǦ͵͹ͲȂʹǦ͵͹ͳ …›…Ž‡–‹‡ǡʹǦʹʹͲǡ͵ǦʹͲʹ
‘”‰ƒ‹œƒ–‹‘ƒŽ•–”—…–—”‡•ǡʹǦ͵͹ͻ …›…Ž‡•ǡʹǦ͵ʹȂʹǦ͵͵
’‡”ˆ‘”ƒ…‡ƒƒ‰‡‡–ǡʹǦ͵ͻͶȂʹǦ͵ͻͺ
’”‘…‡••‡•ǡʹǦ͵͹ͺȂʹǦ͵͹ͻ D
ƒ†’”‘†—…–Ž‹ˆ‡…›…Ž‡ǡʹǦ͵ͺʹȂʹǦ͵ͺ͸
”‡Žƒ–‹‘•Š‹’„—‹Ž†‹‰ǡʹǦ͵͹͵ȂʹǦ͵͹ͷ †ƒƒ‰‡ǡ͵Ǧͳͳ͹Ȃ͵Ǧͳͳͺ
•ƒŽ‡•‘’‡”ƒ–‹‘•ǡʹǦ͵͹ʹȂʹǦ͵͹ʹ †ƒ‰‡”‘—•‰‘‘†•ǡ͵Ǧ͵ͲȂ͵Ǧ͵͵ǡ͵Ǧͳ͵ͳ
•…‘’‡‘ˆǡʹǦ͵͹ͳȂʹǦ͵͹ʹ †ƒ•Š„‘ƒ”†•ǡʹǦͳͷȂʹǦͳ͸ǡʹǦͻͷȂʹǦͻ͸ǡ͵Ǧͳ͸ͻȂ͵Ǧ
•–”ƒ–‡‰›ǡʹǦ͵͹ͷȂʹǦ͵ͺ͸ ͳ͹Ͳ
–‡…Š‘Ž‘‰‹‡•ǡʹǦ͵ͺͲǡʹǦ͵ͻͲǡʹǦ͵ͻͺȂʹǦͶͲͻ †ƒ–ƒ
…—•–‘‡”•ƒ–‹•ˆƒ…–‹‘ǡͳǦ͹ͻǡʹǦ͵ͻͷȂʹǦ͵ͻͺǡʹǦ ƒ……‡••–‘ǡͳǦʹͷʹȂͳǦʹͷ͵
ͶͶʹǡ͵Ǧͳͷʹǡ͵Ǧͳͷ͵ǡ͵ǦʹͲ͵ ƒ……—”ƒ…›ǡͳǦʹͷͳȂͳǦʹͷ͵ǡͳǦ͵ͲʹȂͳǦ͵Ͳ͵ǡ͵Ǧ
…—•–‘‡”•‡‰‡–ƒ–‹‘ǡʹǦ͵ͷ͵ȂʹǦ͵ͷͶǡʹǦ͵ͷ͹Ȃ ͻͷ
ʹǦ͵͸ʹǡʹǦ͵ͺ͸ȂʹǦ͵ͻͲ ƒ…“—‹•‹–‹‘ǡͳǦ͵ͲͲȂͳǦ͵Ͳʹ
…—•–‘‡”•‡”˜‹…‡ǡͳǦʹ͹ǡͳǦ͹ͺȂͳǦ͹ͻ ƒ‰‰”‡‰ƒ–‹‘ǡͳǦ͵ͲͶ
…—•–‘‡”•ƒ–‹•ˆƒ…–‹‘ǡͳǦ͹ͻǡʹǦ͵ͻͷȂʹǦ͵ͻͺǡ ƒƒŽ›•‹•ǡͳǦ͵ͲͶ
ʹǦͶͶʹǡ͵Ǧͳͷʹǡ͵Ǧͳͷ͵ǡ͵ǦʹͲ͵ ƒ…‹ŽŽƒ”›ǡͳǦ͵ͲͳȂͳǦ͵Ͳʹ
‡ƒ•—”‹‰ǡʹǦ͹͸ǡ͵ǦͳͻͻȂ͵ǦʹͲ͵ „ƒ–…ŠǡͳǦ͵Ͳʹ

© 2016 APICS 1-383 Version 4.0, 2016 Edition

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APICS CSCP Learning System

†ƒ–ƒȋcontinuedȌ †‡Ž‹˜‡”›
„‹‰ǡͳǦ͵Ͳ͸ȂͳǦ͵Ͳ͹ …‘•‹•–‡…›ǡ͵Ǧͳͷʹ
…ƒ’–—”‡ǡͳǦ͵ͲͲȂͳǦ͵Ͳʹ ’ƒ––‡”•ǡʹǦ͵Ͳ͹ȂʹǦ͵Ͳͺ
…Ž‡ƒ•‹‰ǡͳǦ͵Ͳ͵ ”‡“—‹”‡‡–•ǡ‹…‘–”ƒ…–•ǡʹǦͶͺͺ
ƒ†…‘ŽŽƒ„‘”ƒ–‹‘™‹–Š•—’’Ž›…Šƒ‹ •…Š‡†—Ž‹‰ǡͳǦʹͺ͹
’ƒ”–‡”•ǡͳǦ͵Ͳ͹ ‡ŽŽǡͳǦʹ͸ʹȂͳǦʹ͸͵
…‘ŽŽ‡…–‹‘‘ˆǡͳǦʹͷʹǡ͵Ǧͻ͸ǡ͵ǦͳͷͷȂ͵Ǧͳͷ͸ ‡Ž’Š‹‡–Š‘†ǡʹǦ͵͸ȂʹǦ͵͹ǡ͵Ǧ͹Ͷ
…‘—‹…ƒ–‹‘‡–Š‘†•ǡͳǦʹͻ͵ȂͳǦʹͻͺ †‡ƒ†…Šƒ‡ŽǡͳǦʹͷͲǡͳǦʹͷͳ
†‹…–‹‘ƒ”›ǡͳǦʹͶͲȂͳǦʹͶͳ †‡ƒ†ǡ…‘—‹…ƒ–‹‰ǡʹǦͳͲȂʹǦͳ͹ǡʹǦʹͶ
†›ƒ‹…ǡͳǦ͵Ͳ͵ †‡ƒ†ǡ…‘’‘‡–•‘ˆǡʹǦͷȂʹǦʹͻ
‰ƒ–Š‡”‹‰ǡʹǦ͵ͺȂʹǦ͵ͻ †‡ƒ†ǡ†‡…‘’‘•‹‰Ȁ”‡…‘’‘•‹‰ǡʹǦͷͲ
‹–‡‰”‹–›ǡ͵Ǧͻͷ †‡ƒ†ǡ†‡ˆ‹‡†ǡʹǦͷ
‹–‡”ˆƒ…‡†‡˜‹…‡•ǡͳǦʹͻͲȂͳǦʹͻ͵ †‡ƒ†ǡ†‡’‡†‡–ǡʹǦ͵͵ȂʹǦ͵ͶǡʹǦͳͳʹȂʹǦͳͳ͵
ƒ‹’—Žƒ–‹‘Žƒ‰—ƒ‰‡ǡͳǦʹͶͲ †‡ƒ†ǡ†‡•‡ƒ•‘ƒŽ‹œ‡†ǡʹǦͷͲȂʹǦͷ͵
‹‹‰ǡͳǦ͵Ͳͷ †‡ƒ†ǡ‡Žƒ•–‹…‹–›‘ˆǡͳǦͳͳ͵ǡͳǦͳͳͶȂͳǦͳͳ͸
‘”ƒŽ‹œƒ–‹‘ǡͳǦ͵Ͳ͵ †‡ƒ†ˆ‘”‡…ƒ•–•Ȁˆ‘”‡…ƒ•–‹‰ǡʹǦʹͻǡʹǦͳͲʹǤ
‹’Žƒ‹‰ǡͳǦʹͷ͵ See also ˆ‘”‡…ƒ•–‹‰Ǥ
“—ƒŽ‹–›ƒ••‡••‡–ǡ͵ǦͻͶȂ͵Ǧͻͷ †‡ƒ†‰‡‡”ƒ–‹‘ǡͳǦͳͶͻȂͳǦͳͷͲ
”‡ƒŽǦ–‹‡ǡͳǦ͵Ͳʹǡ͵Ǧͳͷ͵ †‡ƒ†ǡ‹†‡’‡†‡–ǡʹǦ͵͵ȂʹǦ͵ͶǡʹǦͳͳʹ
•Šƒ”‹‰ƒ‘‰–”ƒ†‹‰’ƒ”–‡”•ǡʹǦͶ͹ͻȂʹǦ †‡ƒ†ǡŽƒ™‘ˆǡͳǦͳͳ͵
ͶͺͶ †‡ƒ†ƒƒ‰‡‡–ǡʹǦ͸
•–ƒ–‹…ǡͳǦ͵Ͳ͵ ‹ƒ†˜ƒ…‡†’Žƒ‹‰ƒ†•…Š‡†—Ž‹‰ǡͳǦ
–‹‡Ž‹‡••ǡͳǦʹͷͳȂͳǦʹͷ͵ ʹ͹͹
˜ƒŽ‹†ƒ–‹‘ǡͳǦ͵Ͳ͹ ƒ—…–‹‘•ǡʹǦͶͷ͸
˜‹•‹„‹Ž‹–›ǡͳǦʹͷ͵ ƒ†„”ƒ†ƒƒ‰‡‡–ǡʹǦ͹͹
˜‘Ž—‡ǡͳǦ͵ͲͲ ƒ†…‘ŽŽƒ„‘”ƒ–‹˜‡ǡ’Žƒ‹‰ǡˆ‘”‡…ƒ•–‹‰ǡ
™ƒ”‡Š‘—•‡ǡʹǦ͵ͻͻȂʹǦͶͲͳ ƒ†”‡’Ž‡‹•Š‡–ȋ ̺ȌǡʹǦʹͷȂʹǦʹͻ
†ƒ–ƒ„ƒ•‡ƒƒ‰‡‡–•›•–‡ǡͳǦʹͶͲ …‘—‹…ƒ–‹‰†‡ƒ†ǡʹǦͳͲȂʹǦͳ͹
†ƒ–ƒ„ƒ•‡•ǡͳǦʹͶͲȂͳǦʹͶͳǡͳǦʹͻͺȂͳǦ͵ͲͲ …‘’‘‡–•‘ˆǡʹǦ͸ȂʹǦ͹
…Ž‘—†Ǧ„ƒ•‡†ǡʹǦͶͲͳ ˆ—…–‹‘ƒŽ”‡•’‘•‹„‹Ž‹–‹‡•Ȁ‹–‡”ˆƒ…‡•ǡʹǦ
Š‹‡”ƒ”…Š‹…ƒŽǡͳǦʹͻͺ ͹͸ȂʹǦ͹ͻ
‡–™‘”ǡͳǦʹͻͺȂͳǦʹͻͻ ‹ˆŽ—‡…‹‰†‡ƒ†ǡʹǦͳ͹ȂʹǦʹͲǡʹǦʹͶȂʹǦ
”‡Žƒ–‹‘ƒŽǡͳǦʹͻͻȂͳǦ͵ͲͲ ʹͷ
‹•—’’Ž›…Šƒ‹‡–™‘”†‡•‹‰ǡͳǦͳͺͻȂͳǦ ƒƒ‰‹‰ƒ†’”‹‘”‹–‹œ‹‰†‡ƒ†ǡʹǦʹͲȂ
ͳͻͲ ʹǦʹ͵
†ƒ›•‘ˆ•—’’Ž›ǡ͵Ǧͳͻͳ ƒ†ƒ”‡–‹‰ǡʹǦ͹ͺ
†ƒ›•‘—–•–ƒ†‹‰ǡ͵Ǧͳͻͳ ƒ†‘’‡”ƒ–‹‘•ǡʹǦ͹ͻ
†ƒ›••ƒŽ‡•‘—–•–ƒ†‹‰ǡ͵Ǧͳͻͳ ’Žƒ‹‰†‡ƒ†ǡʹǦ͹ȂʹǦͳͲ
ȋ†ƒ–ƒ„ƒ•‡ƒƒ‰‡‡–•›•–‡ȌǡͳǦʹͶͲ ƒ†’”‘†—…–†‡˜‡Ž‘’‡–ǡʹǦ͹͹
ȋ†‡ƒ†Ǧ†”‹˜‡ƒ–‡”‹ƒŽ ƒ†•ƒŽ‡•ǡʹǦ͹ͺȂʹǦ͹ͻ
”‡“—‹”‡‡–•’Žƒ‹‰ȌǡʹǦͳͺ͸ȂʹǦͳͺ͹ †‡ƒ†ƒƒ‰‡”ǡʹǦͳ͵ȂʹǦͳͶ
†‡…‹•‹‘•—’’‘”–•›•–‡•ǡͳǦ͵ͲͷȂͳǦ͵Ͳ͸ǡʹǦ †‡ƒ†’Žƒ•Ȁ’Žƒ‹‰ǡʹǦ͹ȂʹǦͳͲǡʹǦʹͻ
ͶͶͻ ƒ••—’–‹‘•ǡʹǦͳͲʹ
†‡…Žƒ”‡†˜ƒŽ—‡ǡʹǦ͵͵Ͷ …‘‹–‡–•ǡʹǦͳͲʹ
†‡…Ž‹‡•–ƒ‰‡‹’”‘†—…–Ž‹ˆ‡…›…Ž‡ǡͳǦͳ͸ͳǡͳǦ †ƒ•Š„‘ƒ”†•ǡʹǦͳͷȂʹǦͳ͸
ͳ͸ʹǡʹǦ͵ͺ͸ ‹’—–•ǡʹǦ͹ȂʹǦͺ
†‡…‘—’Ž‹‰ǡʹǦͳͷͻ —„‡”•ǡʹǦͳͲʹ
†‡‡‡†‡š’‘”–ǡ͵Ǧͳ͸ ’Žƒ‹‰Š‘”‹œ‘ƒ†”‡˜‹•‹‘’‡”‹‘†ǡʹǦ
†‡ˆ‡…–‡ƒ•—”‡‡–ǡ͵Ǧʹͳ͹ ͻȂʹǦͳͲ
†‡ˆŽƒ–‹‘ǡͳǦͳͳͳ —•‡•‘ˆǡʹǦͺȂʹǦͻ

© 2016 APICS 1-384 Version 4.0, 2016 Edition

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 Cumulative Course Index

†‡ƒ†ǡ’”‹…‡‡Žƒ•–‹…‹–›‘ˆǡͳǦͳͳͶȂͳǦͳͳ͸ 
ȋ†ƒ‰‡”‘—•‰‘‘†•Ȍǡ͵Ǧ͵ͲȂ͵Ǧ͵͵ǡ͵Ǧͳ͵ͳ
†‡ƒ†’”‹‘”‹–‹œƒ–‹‘ǡʹǦ͸ͶȂʹǦ͸ͷ
ƒ†ƒŽŽ‘…ƒ–‹‘•‘ˆ•—’’Ž›
ƒ†ƒ•–‡”•…Š‡†—Ž‹‰ǡʹǦ͸ͷ
ƒ†ƒ–‡”‹ƒŽ”‡“—‹”‡‡–•’Žƒ‹‰ǡʹǦ
͸ͷǡʹǦ͸͸ȂʹǦ͸͹
–‹‡ˆ‡…‡•ǡʹǦ͸ͷȂʹǦ͸͹
†‡ƒ†’—ŽŽǡʹǦͳͶ͵ȂʹǦͳͶͶ
†‡ƒ†”‡˜‹‡™‡‡–‹‰ǡʹǦͻͷȂʹǦͻ͹
†‡ƒ†”‹•ǡ͵Ǧ͹ͳǡ͵Ǧͺ͹Ȃ͵Ǧͺͺǡ͵ǦͳͳͲȂ͵Ǧͳͳʹ
†‡ƒ†•‡•‹‰ǡͳǦ͵Ͳ͹
†‡ƒ†•Šƒ’‹‰ǡͳǦͳͷͲǡͳǦ͵Ͳ͹ǡʹǦʹͷ
†‡ƒ†–‹‡ˆ‡…‡ǡʹǦ͸͸
†‡ƒ†Ǧ†”‹˜‡‡–‡”’”‹•‡•–”ƒ–‡‰›ǡͳǦͳͻȂͳǦ
ʹʹ
†‡ƒ†Ǧ†”‹˜‡ƒ–‡”‹ƒŽ”‡“—‹”‡‡–•
’Žƒ‹‰ǡʹǦͳͺ͸ȂʹǦͳͺ͹
†‡ƒ†Ǧ†”‹˜‡•›•–‡•ǤSee’—ŽŽ•›•–‡•
ȋ†‹•–”‹„—–‘”‹–‡‰”ƒ–‹‘ȌǡʹǦͶ͹ͻȂʹǦͶͺͲ
†‹ˆˆ‡”‡–‹ƒ–‹‘‘ˆ’”‘†—…–Ȁ•‡”˜‹…‡ǡͳǦͳͲȂͳǦͳͳǡ
ͳǦʹͳͺ
†‹‹‹•Š‹‰ƒ”‰‹ƒŽ—–‹Ž‹–›ǡͳǦͳͳ͵
†‹‹‹•Š‹‰”‡–—”•ǡͳǦͳͳͶ
†‹”‡…–Ǧ–‘Ǧ…‘•—‡”†‡Ž‹˜‡”›’ƒ––‡”ǡʹǦ͵Ͳ͹Ȃ
ʹǦ͵Ͳͺ
†‹•…‘‡…–‡†–‡…Š‘Ž‘‰›ǡʹǦͶͲͺ
†‹•…‘—–•ǡʹǦ͵ͳ͸
†‹•‡…‘‘‹‡•‘ˆ•…ƒŽ‡ǡͳǦͳͳͶ
†‹•–ƒ…‡ǡƒ†•Š‹’’‹‰ǡʹǦʹ͹͹
†‹•–”‹„—–‹‘
…‡–‡”•ǡʹǦͳ͹ʹǡʹǦ͵Ͳ͹ǡʹǦ͵Ͳͺ
‹˜‡–‘”›ǡʹǦͳͷ͹ǡʹǦͳ͹ʹ
”‡“—‹”‡‡–•’Žƒ‹‰ȋȌǡʹǦͳʹͷȂʹǦ
ͳ͵Ͳ
†‹•–”‹„—–‘”‹–‡‰”ƒ–‹‘ǡʹǦͶ͹ͻȂʹǦͶͺͲ
†‡‘‰”ƒ’Š‹…•‡‰‡–ƒ–‹‘ǡʹǦ͵ͺͺ
†‡‘•–”ƒ–‡†…ƒ’ƒ…‹–›ǡ͵Ǧͳͻ͹
†‡•‹–›ǡƒ†•Š‹’’‹‰ǡʹǦʹ͹͹ȂʹǦʹ͹ͺ
†‡’‡†‡–†‡ƒ†ǡʹǦ͵͵ȂʹǦ͵Ͷ
†‡’”‡…‹ƒ–‹‘ǡͳǦͳ͵ͳ
†‡’”‡••‹‘ǡͳǦͳͲ͸ȂͳǦͳͲͺǡͳǦͳͳʹ
†‡•‡ƒ•‘ƒŽ‹œ‡†ƒ˜‡”ƒ‰‡‘–ŠŽ›†‡ƒ†ǡʹǦ
ͷͲȂʹǦͷ͵
†‡•‹‰
…‘ŽŽƒ„‘”ƒ–‹‘ǡͳǦʹʹͷȂͳǦʹʹ͹
ˆ‘”–Š‡‡˜‹”‘‡–ǡͳǦʹʹͳȂͳǦʹʹ͵
ˆ‘”‡š…‡ŽŽ‡…‡ǡͳǦʹͲͺ
ˆ‘”Ž‘‰‹•–‹…•ǡͳǦʹͲ͸ȂͳǦʹͲͺ
ˆ‘”ƒ‹–ƒ‹ƒ„‹Ž‹–›ǡͳǦʹͳͶȂͳǦʹͳͷ
ˆ‘”ƒ—ˆƒ…–—”ƒ„‹Ž‹–›ǡͳǦʹͳ͵
ˆ‘”ƒ—ˆƒ…–—”‡ƒ†ƒ••‡„Ž›ǡͳǦʹͳʹȂͳǦ
ʹͳͶ
‘†—Žƒ”ǡͳǦʹͳͲȂͳǦʹͳͳ
ˆ‘”“—ƒŽ‹–›ǡͳǦʹͳͷȂͳǦʹͳ͹
ˆ‘””‡ƒ—ˆƒ…–—”‡ǡͳǦʹʹ͵ȂͳǦʹʹͶ
ˆ‘””‡˜‡”•‡Ž‘‰‹•–‹…•ǡͳǦʹʹ͵
ˆ‘”•‡”˜‹…‡ǡͳǦʹͳͶȂͳǦʹͳͷ
ˆ‘”•—’’Ž›…Šƒ‹ǡͳǦʹͲ͸
ƒ†•—•–ƒ‹ƒ„‹Ž‹–›ǡͳǦ͹͸ǡͳǦʹʹͳȂͳǦʹʹͶ
†‡˜‡Ž‘’‡–‹’”‘†—…–Ž‹ˆ‡…›…Ž‡ǡͳǦͳ͸ͳǡʹǦ
͵ͺ͵ȂʹǦ͵ͺͶ
 ȋ†‡•‹‰ˆ‘”–Š‡‡˜‹”‘‡–ȌǡͳǦʹʹͳȂͳǦ
ʹʹ͵
 ȋ†‡•‹‰ˆ‘”Ž‘‰‹•–‹…•ȌǡͳǦʹͲ͸ȂͳǦʹͲͺ
 ȋ†‡•‹‰ˆ‘”ƒ—ˆƒ…–—”‡ƒ†
ƒ••‡„Ž›ȌǡͳǦʹͳʹȂͳǦʹͳͶ
 ȋ†‡•‹‰ˆ‘”‡š…‡ŽŽ‡…‡ȌǡͳǦʹͲͺ
© 2016 APICS
All rights reserved
ȋ‡ˆ‹‡ǡ‡ƒ•—”‡ǡƒŽ›œ‡ǡ’”‘˜‡ǡ
‘–”‘ŽȌ’”‘…‡••ǡ͵Ǧʹͷ͸
†‘…”‡…‡‹’–ǡʹǦ͵Ͷͳ
†‘…—‡–ƒ–‹‘
‡š’‘”–Ǧ‹’‘”–ǡʹǦ͵͵͹ȂʹǦ͵Ͷͳ
‹”‹•‹†‡–‹ˆ‹…ƒ–‹‘ǡ͵Ǧ͹Ͷ
†‘™•‹†‡•—’’Ž›…Šƒ‹ƒ†ƒ’–ƒ„‹Ž‹–›ǡ͵Ǧͳͺ͹
ȋ†‹•–”‹„—–‹‘”‡“—‹”‡‡–•’Žƒ‹‰ȌǡʹǦ
ͳʹͷȂʹǦͳ͵Ͳ
ȋ†‡…‹•‹‘•—’’‘”–•›•–‡•ȌǡͳǦ͵ͲͷȂͳǦ
͵Ͳ͸ǡʹǦͶͶͻ
 ȋ†‡ƒ†–‹‡ˆ‡…‡ȌǡʹǦ͸͸
†—‡†‹Ž‹‰‡…‡‘’”‘’‘•ƒŽ•ǡͳǦʹͶͻ
—–…Šƒ—…–‹‘•ǡʹǦͶͷ͸
†—–‹‡•ǡ…—•–‘•ǡʹǦ͵͵Ͷ
†—–›†”ƒ™„ƒ…•ǡʹǦ͵͵Ͷ
E
‡ƒ”‡†˜ƒŽ—‡Ȁ‡ƒ”‡†˜ƒŽ—‡‡ƒ•—”‡‡–ǡͳǦ
͵ͷͲȂͳǦ͵ͷʹ
‡Ǧ„—•‹‡••ǤSee‡Ž‡…–”‘‹…„—•‹‡••
‡…Š‡Ž‘•ȋ–‹‡”•ȌǡʹǦͳ͹ʹȂʹǦͳ͹ͶǡʹǦʹ͵͹ȂʹǦʹ͵ͺ
‡Ǧ…‘‡”…‡ǤSee‡Ž‡…–”‘‹……‘‡”…‡
‡…‘‘‹……›…Ž‡•ǡͳǦͳͲ͸ȂͳǦͳͲ͹
‡…‘‘‹…‹†‹…ƒ–‘”•ǡʹǦ͵ͻȂʹǦͶͲǡ͵ǦʹͶȂ͵Ǧʹ͸
‡…‘‘‹…‘”†‡”“—ƒ–‹–›ǡʹǦͳͺͲȂʹǦͳͺʹ
‡…‘‘‹…’‡”ˆ‘”ƒ…‡ƒ†–”‹’Ž‡„‘––‘Ž‹‡ǡ
͵Ǧʹ͵Ȃ͵Ǧʹͻ
‡…‘‘‹…˜ƒŽ—‡ƒ††‡†ǡͳǦͳ͸Ͳ
‡…‘‘‹‡•‘ˆ•…ƒŽ‡ǡͳǦͳͳͶǡʹǦʹͳͻǡʹǦʹ͹͹ȂʹǦ
ʹ͹ͺ
1-385 Version 4.0, 2016 Edition
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APICS CSCP Learning System

ȋ‡Ž‡…–”‘‹…†ƒ–ƒ‹–‡”…Šƒ‰‡ȌǡͳǦʹͻͶȂͳǦ
ʹͻͷǡʹǦʹ͸͵
ȋ‡Ž‡…–”‘‹…†ƒ–ƒ–”ƒ•ˆ‡”ȌǡͳǦʹͻͶ
 •ȋ–‡”’”‹•‡˜‹”‘‡–ƒŽ ƒ…–‘”•ȌǡͳǦ
͵ͶͲȂͳǦ͵Ͷͳ
‡ˆˆ‡…–‹˜‡‡••ǡͳǦͺͲ
‡ˆˆ‹…‹‡…›ǡͳǦͺͲȂͳǦͺͳǡͳǦͳʹͲȂͳǦͳʹͳ
„ƒŽƒ…‹‰™‹–Š”‡•’‘•‹˜‡‡••ǡͳǦͳͻͺȂͳǦ
ʹͲʹ
‹‡ƒ•—”‹‰…ƒ’ƒ…‹–›ǡ͵Ǧͳͻ͸
‹–”ƒ•’‘”–ƒ–‹‘ǡʹǦʹ͹ͳȂʹǦʹ͹ʹ
ͺͲǦʹͲ”—Ž‡ǡ͵Ǧʹʹ͵
‡Žƒ•–‹…‹–›
‘ˆ†‡ƒ†ǡͳǦͳͳ͵
’”‹…‡ǡͳǦͳͳͶȂͳǦͳͳ͸
‡Ž‡…–”‘‹…„—•‹‡••ǡͳǦʹͷ͵ȂͳǦʹͷͶǡͳǦʹ͸ͲȂͳǦʹ͸ͳ
ʹ…‘ŽŽƒ„‘”ƒ–‹‘ǡͳǦʹ͸ͺ
ʹ‡Ǧ…‘‡”…‡ǡͳǦʹ͸ͶǡͳǦʹ͸͸ǡͳǦʹ͸ͺ
ʹ‡Ǧ…‘‡”…‡ǡͳǦʹ͸ͷȂͳǦʹ͸͹
‹–‡”‡–Ǧ‡ƒ„Ž‡†•—’’Ž›…Šƒ‹•ǡͳǦʹͷ͸ȂͳǦ
ʹͷͻ
”‡“—‹”‡‡–•ˆ‘”•—……‡••ǡͳǦʹ͸Ͷ
”‡–—”‘‹˜‡•–‡–ǡͳǦʹ͸ͳ
•–”ƒ–‡‰›ǡͳǦʹͷͻȂͳǦʹ͸Ͷ
˜‹”–—ƒŽ‘”‰ƒ‹œƒ–‹‘•ǡͳǦʹͷͶȂͳǦʹͷ͸
See also ‡Ž‡…–”‘‹……‘‡”…‡
‡Ž‡…–”‘‹……‘‡”…‡ǡͳǦͻʹǡͳǦʹͷͶ
„—•‹‡••Ǧ–‘Ǧ„—•‹‡••ǡͳǦʹ͸ͶǡͳǦʹ͸͸ǡͳǦʹ͸ͺ
„—•‹‡••Ǧ–‘Ǧ…‘•—‡”ǡͳǦʹ͸ͷȂͳǦʹ͸͹
„—›Ǧ•‹†‡ǡͳǦʹ͸͹
…‘–‡–ƒƒ‰‡‡–ǡͳǦʹ͸͹
ƒ”‡–‹‰ǡʹǦͶͲ͸
’Žƒ…‡‡–ǡͳǦͳͷͷ
•‡ŽŽǦ•‹†‡ǡͳǦʹ͸͸ȂͳǦʹ͸͹
See also ‡Ž‡…–”‘‹…„—•‹‡••
‡Ž‡…–”‘‹…†ƒ–ƒ‹–‡”…Šƒ‰‡ǡͳǦʹͻͶȂͳǦʹͻͷǡʹǦ
ʹ͸͵
‡Ž‡…–”‘‹…†ƒ–ƒ–”ƒ•ˆ‡”ǡͳǦʹͻͶ
‡Ž‡…–”‘‹…†‘…—‡–•ǡͳǦʹ͵ͻ
‡Ž‡…–”‘‹…’”‘†—…–…‘†‡ǡͳǦ͵ͳͶȂͳǦ͵ͳͷ
ȋ‡–‡”’”‹•‡ƒ”‡–‹‰ƒ—–‘ƒ–‹‘ȌǡʹǦ
ͶͲͷ
•ȋ‡š’‘”–ƒƒ‰‡‡–…‘’ƒ‹‡•ȌǡʹǦ
͵ʹͻȂʹǦ͵͵ͲǡʹǦ͵͵ʹ
ȋ‡š’‡…–‡†‘‡–ƒ”›˜ƒŽ—‡Ȍǡ͵Ǧͻ͹Ȃ͵Ǧͻͻ
‡†Ǧ‘ˆǦŽ‹ˆ‡ƒƒ‰‡‡–ǡ͵Ǧͷ͹
‡†Ǧ–‘Ǧ‡†Ž‡ƒ†–‹‡ǡʹǦ͸͹
‡‡”‰›
ƒŽ–‡”ƒ–‹˜‡ǡͳǦ͹͸
‡ˆˆ‹…‹‡…›ǡͳǦ͹͸
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‡‰‹‡‡”Ǧ–‘Ǧ‘”†‡”‘†‡ŽǡͳǦʹͻǡʹǦͳͲ͸ǡ͵Ǧͳͺʹ
–‡”’”‹•‡˜‹”‘‡–ƒŽ ƒ…–‘”•ǡͳǦ͵ͶͲȂͳǦ
͵Ͷͳ
‡–‡”’”‹•‡ƒ”‡–‹‰ƒ—–‘ƒ–‹‘ǡʹǦͶͲͷ
‡–‡”’”‹•‡”‡•‘—”…‡•’Žƒ‹‰ǡͳǦͷͷǡͳǦͻͲǡͳǦ
ͻͳǡͳǦʹ͹ʹǦͳǦʹ͹͵ǡʹǦͳʹͶ
ƒ†˜ƒ…‡†•›•–‡•ǡͳǦʹ͹ʹ
˜•Ǥ„‡•–Ǧ‘ˆǦ„”‡‡†•›•–‡•ǡͳǦʹ͹͵
…‘ˆ‹‰—”ƒ–‹‘˜•Ǥ…—•–‘‹œƒ–‹‘ǡͳǦʹ͹ͷ
†ƒ–ƒ„ƒ•‡ǡͳǦʹ͹ͲȂͳǦʹ͹ͳ
–”ƒ•ƒ…–‹‘ƒŽ‘†—Ž‡•ǡͳǦʹ͹ͳȂͳǦʹ͹ʹ
—’‰”ƒ†‹‰ǡͳǦʹ͹ͶȂͳǦʹ͹ͷ
–‡”’”‹•‡‹•ƒƒ‰‡‡–ˆ”ƒ‡™‘”ǡ
ǡ͵Ǧͳ͵ͺȂ͵Ǧͳ͵ͻ
‡˜‹”‘‡–ǡʹǦʹ͹ʹȂʹǦʹ͹͵
‡˜‹”‘‡–ƒŽ’‡”ˆ‘”ƒ…‡ƒ†–”‹’Ž‡
„‘––‘Ž‹‡ǡ͵ǦʹͻȂ͵Ǧ͵ͷ
‡˜‹”‘‡–ƒŽ”‹•ǡ͵Ǧ͹ͳǡ͵Ǧͺͺǡ͵ǦͻͲǡ͵Ǧͳͳ͵
‡˜‹”‘‡–ƒŽ•…ƒ‹‰ǡͳǦͳ͵ʹȂͳǦͳ͵͵
ȋ‡…‘‘‹…‘”†‡”“—ƒ–‹–›ȌǡʹǦͳͺͲȂʹǦͳͺʹ
ȋ‡Ž‡…–”‘‹…’”‘†—…–…‘†‡ȌǡͳǦ͵ͳͶȂͳǦ͵ͳͷ
‰Ž‘„ƒŽ‡–™‘”ǡͳǦ͵ͳͶȂͳǦ͵ͳͷ
‡“—‹Ž‹„”‹—ǡͳǦͳͲͻǡͳǦͳͳͲǡͳǦͳͳͶ
‡“—‹–›ǡͳǦͳʹ͵
ȋ–‡”’”‹•‡‹•ƒƒ‰‡‡–Ȍ
ˆ”ƒ‡™‘”ǡǡ͵Ǧͳ͵ͺȂ͵Ǧͳ͵ͻ
ǤSee‡–‡”’”‹•‡”‡•‘—”…‡•’Žƒ‹‰
‡””‘”•
…‘–”‘ŽŽ‹‰ǡʹǦͶͶͶȂʹǦͶͶͷ
ˆ‘”‡…ƒ•–ǤSee ˆ‘”‡…ƒ•–‡””‘”Ǥ
‡ƒ•—”‡‡–•ǡʹǦͷͶȂʹǦ͸Ͷ
•ȋ‡š’‘”––”ƒ†‹‰…‘’ƒ‹‡•ȌǡʹǦ͵ʹͻȂʹǦ
͵͵ͲǡʹǦ͵͵ʹ
—”‘’‡ƒ‹‘ǡƒ††ƒ‰‡”‘—•ȀŠƒœƒ”†‘—•
‰‘‘†•ǡ͵Ǧ͵͵
ȋ‡ƒ”‡†˜ƒŽ—‡ȌǡͳǦ͵ͷͲȂͳǦ͵ͷʹ
ȋ‡…‘‘‹…˜ƒŽ—‡ƒ††‡†ȌǡͳǦͳ͸Ͳ
‡˜‡–ƒƒ‰‡‡–ǡʹǦͶͲͶ
ȋ‡ƒ”‡†˜ƒŽ—‡‡ƒ•—”‡‡–ȌǡͳǦ͵ͷͲȂͳǦ
͵ͷʹ
‡š…Šƒ‰‡”ƒ–‡•ǡʹǦ͵ͳ͵ȂʹǦ͵ͳͷ
‡š…‡ŽŽ‡…‡ǡ†‡•‹‰ˆ‘”ǡͳǦʹͲͺ
‡š…‡’–‹‘‡••ƒ‰‡•Ȁ”‡’‘”–•ǡʹǦͳͳͷ
š‡…—–‹‰ǡ‹’”‘Œ‡…–ƒƒ‰‡‡–ǡͳǦ͵ͶͳǡͳǦ
͵Ͷͻ
‡š‡…—–‹˜‡†ƒ•Š„‘ƒ”†•ǡ͵Ǧͳ͸ͻȂ͵Ǧͳ͹Ͳ
‡š‡…—–‹˜‡‡‡–‹‰ǡʹǦͻͺȂʹǦͻͻ
‡š‡’–…ƒ””‹‡”•ǡʹǦʹ͸ͺ
‡š’‡…–‡†‘‡–ƒ”›˜ƒŽ—‡ǡ͵Ǧͻ͹Ȃ͵Ǧͻͻ
‡š’‡†‹–‹‰ǡʹǦʹʹ͵ȂʹǦʹʹͶǡʹǦ͵Ͳ͸ȂʹǦ͵Ͳ͹
1-386 Version 4.0, 2016 Edition
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 Cumulative Course Index

‡š’‡•‡•ǡͳǦͳʹ͵ ˆ‹ƒ…‹ƒŽ’‡”•’‡…–‹˜‡ǡ‹„ƒŽƒ…‡†•…‘”‡…ƒ”†ǡ
‡š’‘‡–‹ƒŽ•‘‘–Š‹‰ǡʹǦͶ͸ȂʹǦͶͻ ͵Ǧͳ͹ʹȂ͵Ǧͳ͹͵
‡š’‘”–†‡…Žƒ”ƒ–‹‘ǡʹǦ͵͵͹ ˆ‹ƒ…‹ƒŽ”‡˜‹‡™‡‡–‹‰ǡʹǦͻͺ
‡š’‘”–Ž‹…‡•‡ǡʹǦ͵͵͹ ˆ‹ƒ…‹ƒŽ”‹•ǡ͵ǦͻͲȂ͵Ǧͻͳǡ͵ǦͳͳͷȂ͵Ǧͳͳ͸
‡š’‘”–ƒƒ‰‡‡–…‘’ƒ‹‡•ǡʹǦ͵ʹͻȂʹǦ ˆ‹ƒ…‹ƒŽ•–ƒ–‡‡–•
͵͵ͲǡʹǦ͵͵ʹ ƒƒŽ›•‹•‘ˆǡͳǦͳʹͳȂͳǦͳʹͶ
‡š’‘”–’ƒ…‹‰…‘’ƒ‹‡•ǡʹǦ͵͵ͲȂʹǦ͵͵ͳǡʹǦ „ƒŽƒ…‡•Š‡‡–ǡͳǦͳʹ͵ǡͳǦͳʹͶǡͳǦͳʹͷȂͳǦͳʹ͹ǡ
͵͵ʹ ͵ǦʹͲͲ
‡š’‘”––”ƒ†‹‰…‘’ƒ‹‡•ǡʹǦ͵ʹͻȂʹǦ͵͵ͲǡʹǦ ‹…‘‡•–ƒ–‡‡–ͳǦͳʹ͵ǡͳǦͳʹͶǡͳǦͳʹ͹ȂͳǦ
͵͵ʹ ͳʹͻǡʹǦͳ͸͸ȂʹǦͳ͸͹ǡ͵ǦʹͲͲ
‡š’‘”–Ǧ‹’‘”–ǡ͵ǦͶȂ͵Ǧ͸ ƒ–…Š‹‰…‘…‡’–ǡͳǦͳʹͺ
…‘’Ž‹ƒ…‡™‹–Š”‡“—‹”‡‡–•ǡ͵Ǧͳ͵ͲȂ͵Ǧ ”ƒ–‹‘•ǡ͵Ǧͳͷ͹Ȃ͵Ǧͳͷͻ
ͳ͵ʹ •–ƒ–‡‡–‘ˆ…ƒ•ŠˆŽ‘™•ȋˆ—†•ˆŽ‘™
…—•–‘•ǡʹǦ͵ʹͷ •–ƒ–‡‡–ȌǡͳǦͳʹ͵ǡͳǦͳʹͶǡͳǦͳʹͻȂͳǦͳ͵ͳ
†‡…Žƒ”‡†˜ƒŽ—‡ǡʹǦ͵͵Ͷ ˆ‹ƒ…‹ƒŽ˜ƒŽ—‡ǡͳǦ͸ͺǡͳǦ͸ͻȂͳǦ͹ͳ
†‡‡‡†‡š’‘”–ǡ͵Ǧͳ͸ ˆ‹‹•Š‡†‰‘‘†•‹˜‡–‘”›ǡʹǦͳͷ͸
†‘…—‡–ƒ–‹‘ǡʹǦ͵͵͹ȂʹǦ͵Ͷͳ ˆ‹”’Žƒ‡†‘”†‡”•ǡʹǦͳͳͶǡʹǦͳͳͷ
†—–›†”ƒ™„ƒ…•ǡʹǦ͵͵Ͷ ˆ‹”Ǧˆ‹š‡†Ǧ’”‹…‡…‘–”ƒ…–ǡʹǦͶͺ͸
ƒ”‘‹œ‡†ƒ”‹ˆˆ…Š‡†—Ž‡ǡʹǦ͵͵͵ȂʹǦ ˆ‹˜‡•ƒ†Ž‡ƒ’”‘†—…–‹‘ǡ͵ǦʹͶ͸Ȃ͵ǦʹͶ͹
͵͵ͶǡʹǦ͵͵ͷ ˆ‹˜‡Š›•ǡ͵Ǧʹʹͷ
‹˜‘‹…‹‰ǡʹǦ͵ͳ͸ȂʹǦ͵ͳͻ ˆ‹š‡†ƒ‘—–‡–Š‘†‘ˆ†‡–‡”‹‹‰•ƒˆ‡–›
‹’‘”–…‘•–•ǡʹǦ͵͵ͷȂʹǦ͵͵͸ •–‘…ǡʹǦͳͺͺ
‹’‘”–†—–›ǡʹǦ͵͵ͷ ˆ‹š‡†‘”†‡”“—ƒ–‹–›‘”†‡”‹‰Ȁ”‡’Ž‡‹•Š‡–ǡ
‹’‘”–Ž‹…‡•‹‰ǡʹǦ͵͵͸ ʹǦͳͳͻȂʹǦͳʹͲǡʹǦͳ͹ͻǡʹǦͳͺͲȂʹǦͳͺʹ
…‘–‡”•̺ǡʹǦ͵ʹͳȂʹǦ͵ʹͶ ˆ‹š‡†ǦŽ‘…ƒ–‹‘•–‘”ƒ‰‡ǡʹǦͳͻ͵ǡʹǦʹͷͳ
’ƒ…ƒ‰‹‰…‘…‡”•ǡ͵Ǧ͸Ȃ͵Ǧ͹ ˆ‹š‡†Ǧ’”‹…‡Ǧ‹…‡–‹˜‡Ǧˆ‡‡…‘–”ƒ…–ǡʹǦͶͺ͸
’ƒ”–‹…‹’ƒ–•ǡʹǦ͵ʹͷȂʹǦ͵͵ʹ ˆŽ‡š‹„‹Ž‹–›
•–”ƒ–‡‰›ǡʹǦʹ͵͸ ƒ†Ž‡ƒ†–‹‡‘‹–‘”‹‰ǡ͵ǦʹͲ͵
˜ƒŽ—‡Ǧƒ††‡†–ƒšǡʹǦ͵͵ͷȂʹǦ͵͵͸ ‡–”‹…ǡ͵Ǧͳͷʹ
‡š–‡†‡†‡–‡”’”‹•‡•–ƒ‰‡‘ˆ•—’’Ž›…Šƒ‹ ˆŽ‘™•
ƒƒ‰‡‡–†‡˜‡Ž‘’‡–ǡͳǦͺ͸ǡͳǦͻͲȂͳǦ ‘ˆ…ƒ•ŠȀˆ—†•ǡͳǦͳʹ͵ǡͳǦͳʹͶǡͳǦͳʹͻȂͳǦ
ͻʹǡͳǦʹʹͺǡͳǦʹ͵ͳ ͳ͵ͳǡͳǦͳͺ͵ȂͳǦͳͺͶǡʹǦͳ͸ͺǡʹǦʹ͵Ͳ
‡š–‡”ƒŽ…‘—‹…ƒ–‹‘ǡͳǦ͵ʹ͸ȂͳǦ͵ʹ͹ ‘ˆ‹ˆ‘”ƒ–‹‘ǡͳǦͳͺ͵ȂͳǦͳͺͶ
‡š–”ƒ‡–ǡͳǦʹͶͳ ‘ˆ’”‘†—…–ǡͳǦͳͺ͵ȂͳǦͳͺͶ
‡š–”‹•‹…ˆ‘”‡…ƒ•–‹‰–‡…Š‹“—‡•ǡʹǦ͵ͺ ”‡˜‡”•‡ǡͳǦͳͺ͵ȂͳǦͳͺͶ
ˆŽ—…–—ƒ–‹‘‹˜‡–‘”›ǡʹǦͳͷͺ
F ˆ‘…—•ƒ†˜ƒ–ƒ‰‡•–”ƒ–‡‰‹‡•ǡͳǦͳʹȂͳǦͳͶ
ˆ‘…—•‡††‹ˆˆ‡”‡–‹ƒ–‹‘•–”ƒ–‡‰›ǡͳǦͺ
ˆƒ•Š‹‘’”‘†—…–•ǡͳǦʹͷ ˆ‘…—•‡†Ž‘™…‘•–•–”ƒ–‡‰›ǡͳǦͺ
‡†‡”ƒŽš’”‡••ǡʹǦ͵ͲͶ ȋˆ‹š‡†‘”†‡”“—ƒ–‹–›Ȍ‘”†‡”‹‰Ȁ
ˆ‡‡†„ƒ…ǡͳǦ͵ʹͶǡʹǦͳʹʹ ”‡’Ž‡‹•Š‡–ǡʹǦͳͳͻȂʹǦͳʹͲǡʹǦͳ͹ͻǡʹǦͳͺͲȂ
ˆ‡‹‹‹–›ǡ͵Ǧͳͺ ʹǦͳͺʹ
ˆ‹ŽŽ”ƒ–‡ǡ͵Ǧͳͷʹǡ͵ǦʹͲͲȂ͵ǦʹͲͳ ˆ‘”‡…ƒ•–ƒ……—”ƒ…›ǡʹǦͷͷ
ˆ‹Ž–‡”•ǡ‹…‘—‹…ƒ–‹‘ǡͳǦ͵ʹͶ ˆ‘”‡…ƒ•–„‹ƒ•ǡʹǦ͸ͳ
ˆ‹ƒ…‡ǡ…‘–”‹„—–‹‘•–‘•ƒŽ‡•ƒ†‘’‡”ƒ–‹‘• ˆ‘”‡…ƒ•–‡””‘”ǡʹǦ͵ͲǡʹǦͷͶȂʹǦͷͷ
’Žƒ‹‰ǡʹǦͳͲ͹ „‹ƒ•ǡʹǦͷͷȂʹǦͷ͸ǡʹǦ͸ͳ
ˆ‹ƒ…‹ƒŽ„‡‡ˆ‹–•ǡͳǦ͸ʹ ‡ƒƒ„•‘Ž—–‡†‡˜‹ƒ–‹‘ȋȌǡʹǦͷ͸ȂʹǦ
ˆ‹ƒ…‹ƒŽ‡ƒ•—”‡•Ȁ‡–”‹…•ǡ͵Ǧͳͷ͵Ȃ͵Ǧͳ͸ͳǡ͵Ǧ ͸ͲǡʹǦ͸ʹȂʹǦ͸͵
ͳͺͺȂ͵ǦͳͻͲǡ͵ǦͳͻͻȂ͵ǦʹͲͲ ‡ƒƒ„•‘Ž—–‡’‡”…‡–ƒ‰‡‡””‘”ȋȌǡ
ˆ‹ƒ…‹ƒŽ‘†‡Ž‹‰ǡͳǦͳͷͻȂͳǦͳ͸Ͳ ʹǦ͸͵ȂʹǦ͸Ͷ

© 2016 APICS 1-387 Version 4.0, 2016 Edition

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APICS CSCP Learning System

ˆ‘”‡…ƒ•–‡””‘”ȋcontinuedȌ ˆ”‘œ‡œ‘‡ǡʹǦ͸͸
‡ƒ•“—ƒ”‡†‡””‘”ȋȌǡʹǦ͸ʹȂʹǦ͸͵ •ȋˆ‘”‡‹‰–”ƒ†‡œ‘‡•ȌǡʹǦ͵ͶͳȂʹǦ͵Ͷ͵
”ƒ†‘˜ƒ”‹ƒ–‹‘ǡʹǦͷ͸ ˆ—Žˆ‹ŽŽ‡–•–”ƒ–‡‰‹‡•ǡͳǦͳͻͺȂͳǦʹͲʹ
•–ƒ†ƒ”††‡˜‹ƒ–‹‘ǡʹǦ͸ͳȂʹǦ͸ʹ ˆ—…–‹‘ƒŽ’”‘†—…–•ǡͳǦʹ͵
–”ƒ…‹‰•‹‰ƒŽǡʹǦ͸ͲȂʹǦ͸ͳ ˆ—†•ˆŽ‘™•–ƒ–‡‡–ȋ•–ƒ–‡‡–‘ˆ…ƒ•Š
ˆ‘”‡…ƒ•–Ǧ†”‹˜‡‡–‡”’”‹•‡ǡͳǦͳ͹ȂͳǦͳͻ ˆŽ‘™•ȌǡͳǦͳʹ͵ǡͳǦͳʹͶǡͳǦͳʹͻȂͳǦͳ͵ͳǡʹǦͳ͸ͺ
ˆ‘”‡…ƒ•–Ǧ†”‹˜‡ȋ’—•ŠȌ•›•–‡•ǡͳǦʹͲȂͳǦʹʹǡʹǦ
ͳʹ͸ǡʹǦͳʹ͹ǡʹǦͳʹͻȂʹǦͳ͵Ͳ G
ˆ‘”‡…ƒ•–‹‰ǡʹǦʹͻȂʹǦ͵Ͳ
…‘„‹ƒ–‹‘‡–Š‘†•ǡʹǦͷͶ
ȋ‰‡‡”ƒŽŽ›ƒ……‡’–‡†ƒ……‘—–‹‰
…‘’ƒ”‹•‘‘ˆ–›’‡•ǡʹǦͶͻ ’”‹…‹’Ž‡•ȌǡͳǦͳʹʹǡͳǦͳʹ͵ǡͳǦͳʹͶ
†ƒ–ƒ‰ƒ–Š‡”‹‰ƒ†ˆ‘”ƒ––‹‰ǡʹǦ͵ͺȂʹǦ͵ͻ ‰ƒ’•‹•–”ƒ–‡‰›ǡͳǦͻ͸ȂͳǦͳͲ͵
‡Ž’Š‹‡–Š‘†ǡʹǦ͵͸ȂʹǦ͵͹ ‰ƒ–‡™ƒ›™‘”…‡–‡”•ǡʹǦͳ͵͸
‡…‘‘‹…‹†‹…ƒ–‘”•ǡʹǦ͵ͻȂʹǦͶͲ
ȋ‰”‘••†‘‡•–‹…’”‘†—…–ȌǡͳǦͳͲ͸ǡͳǦͳͲͺ
‡””‘”‡ƒ•—”‡‡–•ǡʹǦͷͶȂʹǦ͸Ͷ
Ͷ—•–ƒ‹ƒ„‹Ž‹–›‡’‘”–‹‰
—‹†‡Ž‹‡•ǡ͵Ǧ͵ͻȂ
‡š’‘‡–‹ƒŽ•‘‘–Š‹‰ǡʹǦͶ͸ȂʹǦͶͻ ͵ǦͶ͸
‡š–”‹•‹…–‡…Š‹“—‡•ǡʹǦ͵ͺ
ȋ
Ž‘„ƒŽŽ›ƒ”‘‹œ‡†›•–‡‘ˆ
Š‹•–‘”‹…ƒŽƒƒŽ‘‰›ǡʹǦ͵͸ Žƒ••‹ˆ‹…ƒ–‹‘ƒ†ƒ„‡Ž‹‰‘ˆŠ‡‹…ƒŽ•ȌǡʹǦ
‹–”‹•‹…–‡…Š‹“—‡•ǡʹǦ͵ͺ ͷʹͲ
ƒƒ‰‡‡–‡•–‹ƒ–‡ǡʹǦ͵ͷȂʹǦ͵͸ ‰Ž‘„ƒŽƒ••‡–ˆ‘‘–’”‹–ǡͳǦ͵Ͳ
ƒ”‡–”‡•‡ƒ”…ŠǡͳǦͳͶͷȂͳǦͳͷͻǡʹǦ͵͸
Ž‘„ƒŽ‘’ƒ…–ǡ‹–‡†ƒ–‹‘•ǡ͵Ǧ͵͹Ȃ͵Ǧ͵ͺ
‘˜‹‰ƒ˜‡”ƒ‰‡ǡʹǦͶʹȂʹǦͶ͸ǡʹǦͶͻ ‰Ž‘„ƒŽŽ‘‰‹•–‹…•‹•—”ƒ…‡ǡ͵ǦͳͳͶ
ƒ‹˜‡ǡʹǦͶͳȂʹǦͶʹǡʹǦͶͻ ‰Ž‘„ƒŽ’‡”•’‡…–‹˜‡•ǡƒ†•—’’Ž›…Šƒ‹
’‡”•‘ƒŽ‹•‹‰Š–ǡʹǦ͵ͷ •–”ƒ–‡‰›ǡͳǦ͵ʹȂͳǦ͵Ͷ
’”‹…‹’Ž‡•ǡʹǦ͵ͲȂʹǦ͵ͳ
Ž‘„ƒŽ‡’‘”–‹‰‹–‹ƒ–‹˜‡ǡ͵Ǧ͵ͻȂ͵ǦͶ͸
’›”ƒ‹†ǡʹǦ͵ͷȂʹǦ͵͸ ‰Ž‘„ƒŽ•–”ƒ–‡‰›ǡͳǦͻ
“—ƒŽ‹–ƒ–‹˜‡ƒ’’”‘ƒ…Š‡•ǡʹǦ͵ͶȂʹǦ͵͹ ‰Ž‘„ƒŽ–”ƒ…ƒ†–”ƒ…‡ǡͳǦʹͺͺȂͳǦʹͺͻ
“—ƒ–‹–ƒ–‹˜‡ƒ’’”‘ƒ…Š‡•ǡʹǦ͵ͶǡʹǦ͵ͺȂʹǦͷͶ ‰Ž‘„ƒŽ–”ƒ†‡ƒƒ‰‡‡–ǡʹǦ͵ʹͷ
•ƒŽ‡•ˆ‘”…‡…‘•‡•—•‡•–‹ƒ–‡ǡʹǦ͵ͷ
Ž‘„ƒŽŽ›ƒ”‘‹œ‡†›•–‡‘ˆŽƒ••‹ˆ‹…ƒ–‹‘
ƒ†•‡ƒ•‘ƒŽ‹†‡šǡʹǦͷͲȂʹǦͷ͵ ƒ†ƒ„‡Ž‹‰‘ˆŠ‡‹…ƒŽ•ǡʹǦͷʹͲ
•‡”˜‹…‡•‡…–‘”ǡʹǦͷ͵ȂʹǦͷͶ ‰Ž‘…ƒŽ‹œƒ–‹‘ǡͳǦʹͳͻȂͳǦʹʹͳ
™‡‹‰Š–‡†‘˜‹‰ƒ˜‡”ƒ‰‡ǡʹǦͶͷȂʹǦͶ͸ǡʹǦ
‘˜‡”ƒ…‡ǡ‹•ǡƒ†‘’Ž‹ƒ…‡ȋ
Ȍ”‹•
Ͷ͹ȂʹǦͶͻ ƒƒ‰‡‡–ˆ”ƒ‡™‘”ǡ͵Ǧͳ͵ͻ
ˆ‘”‡‹‰‡š…Šƒ‰‡ǡʹǦ͵ͳ͵ȂʹǦ͵ͳͷ ‰‘˜‡”‡–
ˆ‘”‡‹‰ˆ”‡‹‰Š–ˆ‘”™ƒ”†‡”•ǡʹǦ͵ʹ͸ …‘’Ž‹ƒ…‡ǡ͵ǦʹͻȂ͵Ǧ͵͵
ˆ‘”‡‹‰–”ƒ†‡œ‘‡•ǡʹǦ͵ͶͳȂʹǦ͵Ͷ͵ ’‡”•’‡…–‹˜‡•‘‹’‘”–‹‰ǡʹǦ͵͵͸
ˆ‘”Ž‹ˆ––”—…•ǡʹǦʹͷͶǡʹǦʹ͸ͳ
ȋ
‘˜‡”ƒ…‡ǡ‹•ǡƒ†‘’Ž‹ƒ…‡Ȍ”‹•
ˆ‘”ƒŽ…‘—‹…ƒ–‹‘ǡͳǦ͵ʹ͸ ƒƒ‰‡‡–ˆ”ƒ‡™‘”ǡ͵Ǧͳ͵ͻ
ˆ‘”™ƒ”†ƒ—…–‹‘•ǡʹǦͶͷ͸ ‰”‡‡•—’’Ž›…Šƒ‹ǡͳǦ͸ͷȂͳǦ͸ͺǡͳǦ͸ͻ
ˆ‘—†ƒ–‹‘Žƒ›‡”‘ˆʹȀʹ‡Ǧ…‘‡”…‡ǡͳǦ
ȋ
Ž‘„ƒŽ‡’‘”–‹‰‹–‹ƒ–‹˜‡Ȍǡ͵Ǧ͵ͻȂ͵ǦͶ͸
ʹ͸ͷ ‰”‘••†‘‡•–‹…’”‘†—…–ǡͳǦͳͲ͸ǡͳǦͳͲͺ
ˆ‘—”•‘ˆƒ”‡–‹‰ǡͳǦͳͷͲȂͳǦͳͷͻǡʹǦ͵ͺ͹ ‰”‘••’”‘ˆ‹–ƒ”‰‹ǡͳǦͳʹͺ
ˆ‘—”–ŠǦ’ƒ”–›Ž‘‰‹•–‹…•ȋͶȌǡʹǦʹ͵ͳǡʹǦʹͺʹȂʹǦʹͺ͹ ‰”‘™–Š•–ƒ‰‡‹’”‘†—…–Ž‹ˆ‡…›…Ž‡ǡͳǦͳ͸ͳǡͳǦ
•ȋˆ‹”’Žƒ‡†‘”†‡”•ȌǡʹǦͳͳͶǡʹǦͳͳͷ ͳ͸ʹǡʹǦ͵ͺͷ
ˆ”ƒ—†ǡ͵Ǧ͹ͻǡ͵ǦͳͳͺȂ͵Ǧͳͳͻ
ȋ‰”‡‡•—’’Ž›…Šƒ‹ƒƒ‰‡‡–ȌǡͳǦ
ˆ”‡‡–”ƒ†‡œ‘‡•ǡʹǦ͵ͶͳȂʹǦ͵Ͷ͵ ͸ͷȂͳǦ͸ͺǡͳǦ͸ͻ
ˆ”‡‹‰Š–
—‹†‡Ž‹‡•ˆ‘”—Ž–‹ƒ–‹‘ƒŽ–‡”’”‹•‡•ǡ
ˆ‘”™ƒ”†‡”•ǡʹǦ͵ʹ͸ȂʹǦ͵ʹ͹ǡʹǦ͵͵ʹ ”‰ƒ‹œƒ–‹‘ˆ‘”…‘‘‹…‘Ǧ‘’‡”ƒ–‹‘
”ƒ–‹‰ǡͳǦʹͺ͹ ƒ†‡˜‡Ž‘’‡–ǡ͵ǦͶ͸Ȃ͵ǦͶ͹
–”—…‘”ƒ‹Ž”‘ƒ†…ƒ”ǡʹǦ͵Ͳ͸

© 2016 APICS 1-388 Version 4.0, 2016 Edition

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 Cumulative Course Index

H …‘–‡”•̺ǡʹǦ͵ʹͳȂʹǦ͵ʹͶǡʹǦͶͺͺ
Šƒ†Ž‹‰ǡʹǦʹ͹ͻ
Šƒ”‘‹œ‡†•›•–‡…Žƒ••‹ˆ‹…ƒ–‹‘…‘†‡•ǡʹǦ
͵͵͵ȂʹǦ͵͵ͶǡʹǦ͵͵ͷ
ƒ”‘‹œ‡†ƒ”‹ˆˆ…Š‡†—Ž‡ǡʹǦ͵͵͵ȂʹǦ͵͵ͶǡʹǦ
͵͵ͷ
Šƒœƒ”†”‹••ǡ͵ǦͻͲǡ͵Ǧͳͳ͵Ȃ͵ǦͳͳͶ
Šƒœƒ”†‘—•ƒ–‡”‹ƒŽ•ȋŠƒœƒ–Ȍǡ͵Ǧ͵ͲȂ͵Ǧ͵͵
Šƒœƒ”†‘—•™ƒ•–‡ǡʹǦͷͳͺȂʹǦͷʹͲ
Š‡ƒ†•Ǧ—’†‹•’Žƒ›•ǡͳǦ͵ͳͲ
Š‡†‰‡‹˜‡–‘”›ǡʹǦͳͷͻ
Š‡†‰‹‰ǡʹǦ͵ͳͶȂʹǦ͵ͳͷǡ͵ǦͳͳͷȂ͵Ǧͳͳ͸
Š‡‹Œ—ƒǡ͵ǦʹͶͲ
Š‹‡”ƒ”…Š‹…ƒŽ†ƒ–ƒ„ƒ•‡•ǡͳǦʹͻͺ
Š‹•–‘‰”ƒǡ͵Ǧʹʹͳǡ͵ǦʹʹͷȂ͵Ǧʹʹ͸
Š‹•–‘”‹…ƒŽƒƒŽ‘‰›ǡʹǦ͵͸
‘ˆ•–‡†‡ǯ•…—Ž–—”ƒŽ†‹‡•‹‘•ǡ͵Ǧͳ͹Ȃ͵Ǧͳͻ
Š‘Ž†‹‰…‘•–•ǡʹǦͳ͸ͲȂʹǦͳ͸ͳ
Š‘”‹œ‘–ƒŽ…‘—‹…ƒ–‹‘ǡͳǦ͵ʹ͸
Š‘”‹œ‘–ƒŽƒ”‡–’Žƒ…‡ǡʹǦͶͷʹǡʹǦͶͷ͹
‘—•‡‘ˆ‘›‘–ƒǡ͵Ǧʹ͵ͻȂ͵ǦʹͶͶ
ȋƒ”‘‹œ‡†ƒ”‹ˆˆ…Š‡†—Ž‡ȌǡʹǦ͵͵͵ȂʹǦ
͵͵ͶǡʹǦ͵͵ͷ
‹†‡’‡†‡–†‡ƒ†ǡʹǦ͵͵ȂʹǦ͵ͶǡʹǦͳͳʹ
‹†‡’‡†‡–’—„Ž‹…–”ƒ†‡‡š…Šƒ‰‡•ǡʹǦͶͷͶ
‹†‹”‡…–‡–Š‘†ǡ‹•–ƒ–‡‡–‘ˆ…ƒ•ŠˆŽ‘™•ǡ
ͳǦͳʹͻȂͳǦͳ͵Ͳ
‹†‹˜‹†—ƒŽ‹•ǡ͵Ǧͳͺ
‹ˆŽƒ–‹‘ǡͳǦͳͳͳ
‹ˆŽ—‡…‹‰†‡ƒ†ǡʹǦͳ͹ȂʹǦʹͲǡʹǦʹͶȂʹǦʹͷ
‹ˆ‘”ƒŽ…‘—‹…ƒ–‹‘ǡͳǦ͵ʹ͸
‹ˆ‘”ƒŽ–”ƒ‹‹‰ǡ͵Ǧʹͳͳ
‹ˆ‘”ƒ–‹‘…‘–‡–†‡ˆ‹‹–‹‘ǡ‹•—’’Ž›
…Šƒ‹‡–™‘”†‡•‹‰ǡͳǦͳͺ͹ȂͳǦͳͺͺ
‹ˆ‘”ƒ–‹‘ǡ…—•–‘‡”ǡ•‘—”…‡•‘ˆǡʹǦ͵͸ͲȂʹǦ
͵͸ͳǡʹǦ͵͹͵
‹ˆ‘”ƒ–‹‘ˆŽ‘™•ǡͳǦͳͺ͵ȂͳǦͳͺͶǡʹǦͷͲͶ
‹ˆ‘”ƒ–‹‘‹ˆ”ƒ•–”—…–—”‡ǡͳǦͳͺͻǡͳǦͳͻͲ
‹ˆ‘”ƒ–‹‘’‘Ž‹…‹‡•Ȁ…‘–”‘Žǡ‹•—’’Ž›…Šƒ‹
‡–™‘”†‡•‹‰ǡͳǦͳͺͺȂͳǦͳͺͻ
‹ˆ‘”ƒ–‹‘ƒ••—„•–‹–—–‡ˆ‘”‹˜‡–‘”›ǡʹǦʹ͵͹
‹ˆ‘”ƒ–‹‘•–”ƒ–‡‰›ǡͳǦͳͺ͸ȂͳǦͳͺ͹
‹ˆ‘”ƒ–‹‘•›•–‡•ǡͳǦʹ͵ͻǡʹǦʹʹͳ
‹ˆ‘”ƒ–‹‘•›•–‡ƒ”…Š‹–‡…–—”‡ǡͳǦͳͺͶȂͳǦ
ͳͻͳǡͳǦʹͶͲȂͳǦʹͶ͵
‹ˆ‘”ƒ–‹‘–‡…Š‘Ž‘‰›ǤSee–‡…Š‘Ž‘‰›
Š—ƒ”‡•‘—”…‡•ǡͳǦͷ͸ȂͳǦͷ͹ ‹–‹ƒ–‹‰ǡ‹’”‘Œ‡…–ƒƒ‰‡‡–ǡͳǦ͵ͶͳǡͳǦ
Š›„”‹†‘†‡•‘ˆ–”ƒ•’‘”–ƒ–‹‘ǡʹǦ͵Ͳ͵ȂʹǦ͵Ͳ͸ ͵Ͷʹ
Š›„”‹†’”‘†—…–‹‘•–”ƒ–‡‰›ǡʹǦͳͲͷ ‹‘˜ƒ–‹‘ǡͳǦͳ͵ȂͳǦͳͶǡʹǦ͵͸Ͷ
Š›„”‹†’—•ŠǦ’—ŽŽ•›•–‡•ǡʹǦͳʹ͹ǡʹǦͳʹͻȂʹǦ ‹‘˜ƒ–‹‘ƒ†Ž‡ƒ”‹‰’‡”•’‡…–‹˜‡ǡ‹
ͳ͵Ͳ „ƒŽƒ…‡†•…‘”‡…ƒ”†ǡ͵Ǧͳ͹ʹ
‹‘˜ƒ–‹˜‡’”‘†—…–•ǡͳǦʹ͵ȂͳǦʹͶ
I ‹’—–•ǡ–‘‘Ž•ƒ†–‡…Š‹“—‡•ǡƒ†‘—–’—–•
ȋȌ‘†‡ŽǡͳǦ͵ͶͲ
‹†‡–‹ˆ‹…ƒ–‹‘‘ˆ’ƒ––‡”•ǡ͵Ǧʹͳ͹ ‹“—‹”‹‡•ǡ”‡•’‘•‡–‘ǡʹǦ͵ͻͶ
 ȋ–‡”ƒ–‹‘ƒŽ ‹ƒ…‹ƒŽ‡’‘”–‹‰ ‹•‘—”…‹‰ǡʹǦʹͳͺ
–ƒ†ƒ”†•ȌǡͳǦͳʹͳȂͳǦͳʹͶ ‹•’‡…–‹‘–‹‡ǡʹǦͳͶͲ

ȋ–‡”ƒ–‹‘ƒŽƒ”‹–‹‡ƒ‰‡”‘—•
‘‘†•Ȍ‘†‡ǡ͵Ǧ͵ͳȂ͵Ǧ͵ʹ
‹’Ž‡‡–ƒ–‹‘ƒ†…Šƒ‰‡ƒƒ‰‡‡–•–‡’‹
…‘–‹—‘—•‹’”‘˜‡‡–‘†‡Žǡ͵ǦʹͲͻ
‹’‘”–
…‘•–•ǡʹǦ͵͵ͷȂʹǦ͵͵͸
†—–›ǡʹǦ͵͵ͷ
Ž‹…‡•‹‰ǡʹǦ͵͵͸
See also‡š’‘”–Ǧ‹’‘”–
‹…‡–‹˜‡ƒ””ƒ‰‡‡–•ǡʹǦͶͺ͹
‹…‡–‹˜‡…‘–”ƒ…–•ǡʹǦͶͺ͹
‹…‘‡ǡͳǦͳʹ͵
‡ˆˆ‡…–ǡͳǦͳͳ͵
•–ƒ–‡‡–ǡͳǦͳʹ͵ǡͳǦͳʹͶǡͳǦͳʹ͹ȂͳǦͳʹͻǡʹǦ
ͳ͸͸ȂʹǦͳ͸͹ǡ͵ǦʹͲͲ
‹•—”ƒ…‡ǡʹǦ͵ͳ͸ǡʹǦ͵Ͷͳǡ͵ǦͳͳͶ
‹–‡‰”ƒ–‡†‡–‡”’”‹•‡•–ƒ‰‡‘ˆ•—’’Ž›…Šƒ‹
ƒƒ‰‡‡–†‡˜‡Ž‘’‡–ǡͳǦͺ͸ǡͳǦͺͻȂͳǦ
ͻͲǡͳǦʹʹͺǡͳǦʹ͵ͲȂͳǦʹ͵ͳ
‹–‡‰”ƒ–‹‘‘ˆ•—’’Ž›…Šƒ‹’ƒ”–‡”•ǡʹǦʹ͵͸Ȃ
ʹǦʹ͵͹
‹–‡ŽŽ‡…–—ƒŽ’”‘’‡”–›ǡ͵Ǧ͹Ȃ͵Ǧͻǡ͵ǦͺͲȂ͵Ǧͺͳǡ͵Ǧ
ͳʹͲȂ͵Ǧͳʹͳ
‹–‡”ˆƒ…‡†‡˜‹…‡•ǡˆ‘”†ƒ–ƒǡͳǦʹͻͲȂͳǦʹͻ͵
‹–‡”ˆƒ…‡•ǡ‹•—’’Ž‹‡””‡Žƒ–‹‘•Š‹’
ƒƒ‰‡‡–ǡʹǦͶͶ͹ȂʹǦͶͶͻ
‹–‡”ˆƒ…‹‰–‡…Š‘Ž‘‰›ǡʹǦͶͲͺ
‹–‡”‘†ƒŽŽ‘‰‹•–‹…•ǡʹǦ͵ͲͷȂʹǦ͵Ͳ͸
‹–‡”‘†ƒŽ–”ƒ•’‘”–ǡʹǦ͵ͲͷȂʹǦ͵Ͳ͸
‹–‡”ƒŽ…‘—‹…ƒ–‹‘ǡͳǦ͵ʹ͸ȂͳǦ͵ʹ͹

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APICS CSCP Learning System

‹–‡”ƒŽŽ›‹–‡‰”ƒ–‡†–‡…Š‘Ž‘‰›ǡʹǦͶͲͺ ‹˜‡–‘”›ȋcontinuedȌ
–‡”ƒ–‹‘ƒŽ‘‡”…‹ƒŽ‡”•ȋ…‘–‡”•Ȍǡ ˆ‹‹•Š‡†‰‘‘†•ǡʹǦͳͷ͸
ʹǦ͵ʹͳȂʹǦ͵ʹͶ ˆŽ‘™‘ˆǡʹǦͳͷ͸ȂʹǦͳͷ͹
–‡”ƒ–‹‘ƒŽ ‹ƒ…‹ƒŽ‡’‘”–‹‰–ƒ†ƒ”†•ǡ ˆŽ—…–—ƒ–‹‘ǡʹǦͳͷͺ
ͳǦͳʹͳȂͳǦͳʹͶ Š‡†‰‡ǡʹǦͳͷͻ
–‡”ƒ–‹‘ƒŽƒ”‹–‹‡ƒ‰‡”‘—•
‘‘†• ‹Ǧ–”ƒ•‹–ȋ’‹’‡Ž‹‡ȌǡʹǦͳͷ͹ǡʹǦͳ͹ʹǡʹǦ
‘†‡ǡ͵Ǧ͵ͳȂ͵Ǧ͵ʹ ʹ͵͹
–‡”ƒ–‹‘ƒŽ”‰ƒ‹œƒ–‹‘ˆ‘”–ƒ†ƒ”†‹Ǧ ‹–‡ƒƒ‰‡‡–ǡʹǦͳͷͷȂʹǦͳͷ͸
œƒ–‹‘ǡ͵Ǧͷ͵ ‡›’‡”ˆ‘”ƒ…‡‹†‹…ƒ–‘”•ǡʹǦͳͷʹ
„ƒ•‹……‘…‡’–•ǡ͵Ǧͷ͵Ȃ͵Ǧͷͷ Ž‡˜‡Ž•‘ˆǡͳǦͳͻ͵ǡʹǦͳ͹ͶȂʹǦͳ͹ͷ
…‡”–‹ˆ‹…ƒ–‹‘ǡʹǦͶʹͷ Ž‘…ƒ–‹‘•‘ˆǡͳǦͳͻ͵ǡʹǦͳ͹ͳȂʹǦͳ͹Ͷ
ͻͲͲͲǡ͵ǦͷͷȂ͵Ǧͷ͸ Ž‘–•‹œ‡ǡʹǦͳͷͺǡʹǦʹͺͲȂʹǦʹͺͳ
ͳͶͲͲͲǡ͵Ǧͷ͸Ȃ͵Ǧͷͺ ƒƒ‰‡‡–ǡʹǦͳͷͳȂʹǦͳͷʹǡʹǦͳ͹ͺ
ʹʹ͵Ͳͳǡ͵Ǧͳʹʹ ƒ†—„‡”‘ˆ™ƒ”‡Š‘—•‡•ǡʹǦʹͶͺ
ʹ͸ͲͲͲǡ͵Ǧͷͻ ‘’–‹‹œƒ–‹‘•‘ˆ–™ƒ”‡ǡͳǦ͹Ͳ
ʹͺͲͲͲǡ͵Ǧͳͳ͸Ȃ͵Ǧͳͳ͹ ‘”†‡”‹‰•›•–‡•ǡʹǦͳͺʹȂʹǦͳͺ͹
͵ͳͲͲͲǡ͵ǦͳͶͲȂ͵ǦͳͶͳǡ͵ǦͳͶ͵ ’‡”‹‘†‹……‘—–‹‰ǡʹǦͳͻ͸
͵ͳͲͳͲǡ͵ǦͳͶʹǡ͵ǦͳͶ͵ ’Š›•‹…ƒŽǡʹǦͳͻͷ

—‹†‡͹͵ǣʹͲͲͻǡ͵ǦͳͶʹǡ͵ǦͳͶ͵ ’‹’‡Ž‹‡ǡʹǦͳͷ͹ǡʹǦͳ͹ʹǡʹǦʹ͵͹
‹–‡”‡–Ǧ‡ƒ„Ž‡†•‘—”…‹‰ǡʹǦͶʹʹȂʹǦͶʹ͵ ’Žƒ‹‰ǡʹǦͳ͹ͳȂʹǦͳ͹ͺ
‹–‡”‡–Ǧ‡ƒ„Ž‡†•—’’Ž›…Šƒ‹•ǡͳǦʹͷ͸ȂͳǦʹͷͻ ’‘Ž‹…›ǡʹǦͳͷ͵
‹–‡”’Žƒ–†‡ƒ†ǡʹǦͳͲͻ ƒ†’”‘†—…–˜ƒ”‹‡–›ǡʹǦʹͺʹ
‹–‡”˜‹‡™•ǡ‹”‹•‹†‡–‹ˆ‹…ƒ–‹‘ǡ͵Ǧ͹Ͷ ”ƒ™ƒ–‡”‹ƒŽ•ǡʹǦͳͷ͸
‹–”ƒ‡–ǡͳǦʹͶͳ ”‡†—…–‹‘ǡ͵ǦʹͷͳȂ͵Ǧʹͷʹ
‹Ǧ–”ƒ•‹–‹˜‡–‘”›ǡʹǦͳͷ͹ǡʹǦͳ͹ʹǡʹǦʹ͵͹ ”‹•‘ˆ…ƒ””›‹‰–‘‘—…ŠǡʹǦͳ͸ͷ
‹–”‹•‹…ˆ‘”‡…ƒ•–•ǡʹǦ͵ͺ •ƒˆ‡–›•–‘…ǡʹǦͳͷͺ
‹–”‘†—…–‹‘•–ƒ‰‡‹’”‘†—…–Ž‹ˆ‡…›…Ž‡ǡͳǦ •Š”‹ƒ‰‡ǡʹǦͳͻͶ
ͳ͸ͳȂͳǦͳ͸ʹǡʹǦ͵ͺͶȂʹǦ͵ͺͷ •–ƒ–—•ǡʹǦͳͳͶ
‹˜‡–‘”›ǡʹǦͳͷͲȂʹǦͳͷͳ ƒ†–”ƒ•’‘”–ƒ–‹‘…‘•–•ǡʹǦʹͺͳ
‹˜‡–‘”›…Žƒ••‹ˆ‹…ƒ–‹‘ǡʹǦͳ͹ͷȂʹǦ –”ƒ…‹‰ǡʹǦͳͻͶȂʹǦͳͻͷǡʹǦʹ͵͹
ͳ͹ͺǡʹǦͳͻ͵ǡʹǦͳͻͷ –—”‘˜‡”ǡʹǦͳ͸ͻȂʹǦͳ͹Ͳǡ͵Ǧͳ͸ͶȂ͵Ǧͳ͸ͷ
ƒ……‘—–‹‰˜ƒŽ—‡ǡʹǦͳ͸͸ –›’‡•‘ˆǡʹǦͳͷ͸ȂʹǦͳͷͻ
ƒ……—”ƒ…›ǡʹǦͳͻͷȂʹǦͳͻ͹ ˜ƒŽ—ƒ–‹‘ǡͳǦͳʹͷǡͳǦͳʹ͸ȂͳǦͳʹ͹
ƒ†Œ—•–‡–ǡʹǦͳͻ͸ ˜‡Ž‘…‹–›ǡ͵Ǧͳ͸Ͷ
ƒ‰‰”‡‰ƒ–‡ƒƒ‰‡‡–ǡʹǦͳͷͶȂʹǦͳͷͷ ˜‡†‘”Ǧƒƒ‰‡†ǡʹǦͶͺͳȂʹǦͶͺͶ
ƒ–‹…‹’ƒ–‹‘ǡʹǦͳͷ͹ȂͳǦʹͷͺǡʹǦʹͶ͵ ˜‹•‹„‹Ž‹–›ǡʹǦͳͷͳ
ƒ•ƒ••‡–ǡʹǦͳ͸͵ǡʹǦͳ͸Ͷ ™‘”Ǧ‹Ǧ’”‘…‡••ȋȌǡʹǦͳͷ͸
ƒ˜ƒ‹Žƒ„Ž‡ǡʹǦ͹Ͳ ȋ‹–‡ŽŽ‡…–—ƒŽ’”‘’‡”–›Ȍǡ͵Ǧ͹Ȃ͵Ǧͻǡ͵ǦͺͲȂ͵Ǧͺͳǡ
ƒ˜‡”ƒ‰‡ȋ…ƒŽ…—Žƒ–‹‘ȌǡʹǦͳ͸ͷ ͵ǦͳʹͲȂ͵Ǧͳʹͳ
„ƒŽƒ…‹‰™‹–Š…ƒ•ŠˆŽ‘™ǡʹǦͳ͸ʹȂʹǦͳ͸͵ ȋ‹ˆ‘”ƒ–‹‘•›•–‡•ȌǡͳǦʹ͵ͻǡʹǦʹʹͳ
„—ˆˆ‡”ǡʹǦͳͷͻ ǤSee –‡”ƒ–‹‘ƒŽ”‰ƒ‹œƒ–‹‘ˆ‘”
…‘–”‘ŽǡʹǦͳ͹ͺȂʹǦͳͻ͸ –ƒ†ƒ”†‹œƒ–‹‘
…‘•–•ǡʹǦͳͷ͵ǡʹǦͳ͸ͲȂʹǦͳ͸ʹ ȋ‹ˆ‘”ƒ–‹‘–‡…Š‘Ž‘‰›ȌǤSee–‡…Š‘Ǧ
…›…Ž‡…‘—–‹‰ǡʹǦͳͻ͸ȂʹǦͳͻ͹ǡʹǦʹͶͲ Ž‘‰›
…›…Ž‡•–‘…ǡʹǦͳͷͺ ‹–‡‹˜‡–‘”›ƒƒ‰‡‡–ǡʹǦͳͷͷȂʹǦͳͷ͸
†‡…‘—’Ž‹‰ǡʹǦͳͷͻ ȋ‹’—–•ǡ–‘‘Ž•ƒ†–‡…Š‹“—‡•ǡƒ†
†‹•–”‹„—–‹‘ǡʹǦͳͷ͹ǡʹǦͳ͹ʹ ‘—–’—–•Ȍ‘†‡ŽǡͳǦ͵ͶͲ
‡…Š‡Ž‘•ȋ–‹‡”•ȌǡʹǦͳ͹ʹȂʹǦͳ͹ͶǡʹǦʹ͵͹ȂʹǦʹ͵ͺ ȋ‹†‡’‡†‡–’—„Ž‹…–”ƒ†‡‡š…Šƒ‰‡•ȌǡʹǦ
‡ˆˆ‡…–‘ˆ‹˜‡–‘”›…Šƒ‰‡•‘…ƒ•ŠˆŽ‘™•ǡ ͶͷͶ
ʹǦͳ͸ͻ

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 Cumulative Course Index

J, K Ž‡ƒ†‹‰‡…‘‘‹…‹†‹…ƒ–‘”•ǡʹǦ͵ͻǡ͵ǦʹͶȂ͵Ǧʹͷǡ
͵Ǧʹ͸
Œ‹†‘ƒǡ͵ǦʹͶʹȂ͵ǦʹͶ͵ Ž‡ƒ’”‘†—…–‹‘ǡͳǦͳͺ͸ȂͳǦͳͺ͹ǡʹǦͳͶͶǡ͵Ǧʹ͵͵ǡ
ȋ —•–Ǧ‹Ǧ‹‡ȌǡʹǦͳʹ͵ǡʹǦͳͶͶǡ͵Ǧʹ͵͵ǡ͵ǦʹͶʹǡ ͵Ǧʹ͵ͷȂ͵Ǧʹ͵͹
͵ǦʹͶͻȂ͵Ǧʹͷ͵ ˆ‹˜‡•ǡ͵ǦʹͶ͸Ȃ͵ǦʹͶ͹
Œ‘‹–”‡’Ž‡‹•Š‡–ǡʹǦͳͳͷ ‘—•‡‘ˆ‘›‘–ƒǡ͵Ǧʹ͵ͻȂ͵ǦʹͶͶ
Œ‘‹–˜‡–—”‡•ǡʹǦͶʹͻ Œ‹†‘ƒǡ͵ǦʹͶʹȂ͵ǦʹͶ͵
—•–Ǧ‹Ǧ‹‡ǡʹǦͳʹ͵ǡʹǦͳͶͶǡ͵Ǧʹ͵͵ǡ͵ǦʹͶʹǡ͵Ǧ ƒ† —•–Ǧ‹Ǧ‹‡ǡ͵Ǧʹ͵͵ǡ͵ǦʹͶʹǡ͵ǦʹͶͻȂ͵Ǧ
ʹͶͻȂ͵Ǧʹͷ͵ ʹͷ͵
•ȋŒ‘‹–˜‡–—”‡•ȌǡʹǦͶʹͻ ƒ‹œ‡‡˜‡–Ȁ„Ž‹–œȋ•Ȍǡ͵ǦʹͶͳǡ͵ǦʹͶͷȂ͵Ǧ
ƒ‹œ‡ǡ͵ǦʹͶͳǡ͵ǦʹͶͷȂ͵ǦʹͶ͸ ʹͶ͸
ƒ„ƒǡʹǦͳͶ͵ȂʹǦͳͶͶ ƒŒ‘”ƒ”‡ƒ•‘ˆ™ƒ•–‡ǡ͵ǦʹͶ͹Ȃ͵ǦʹͶͺ
‡›’‡”ˆ‘”ƒ…‡‹†‹…ƒ–‘”•ǡ͵ǦʹͳͶ ƒ†ƒ–‡”‹ƒŽ”‡“—‹”‡‡–•’Žƒ‹‰ǡʹǦ
ˆ‘”‹˜‡–‘”›ƒƒ‰‡‡–ǡʹǦͳͷʹ ͳʹ͵
ˆ‘”’”‘…‡••‹’”‘˜‡‡–ǡ͵ǦʹͳͶȂ͵Ǧʹͳͷ ‡–”‹…•ǡ͵ǦʹͶͳ
‡›‡•ǡ ‘Šƒ›ƒ”†ǡͳǦͳͲ͹ȂͳǦͳͲͺ ‘„Œ‡…–‹˜‡•ǡ͵Ǧʹ͵͹Ȃ͵Ǧʹ͵ͺ
‘™Ž‡†‰‡ǡ•‹ŽŽ•ǡƒ„‹Ž‹–‹‡•ǡ͵ǦʹͳͲȂ͵Ǧʹͳͳ ’”‹…‹’Ž‡•ǡ͵Ǧʹ͵ͺȂ͵Ǧʹ͵ͻ
‘™Ž‡†‰‡ƒƒ‰‡‡–ǡʹǦͶͲͶ ˜ƒŽ—‡•–”‡ƒƒ’’‹‰ǡ͵ǦʹͶͶȂ͵ǦʹͶͷ
‘™”‹••ǡ͵Ǧ͹ʹ Ž‡‰ƒ…›•›•–‡•ǡͳǦʹͻͲ
•ǤSee‡›’‡”ˆ‘”ƒ…‡‹†‹…ƒ–‘”• Ž‡‰ƒŽƒ—–Š‘”‹–›‹…‘–”ƒ…–•ǡʹǦͶͻͳ
Ž‡••Ǧ–ŠƒǦ–”—…Ž‘ƒ†•‡‰‡–‘ˆ–”—…‹‰
L ‹†—•–”›ǡʹǦʹͻʹǡʹǦʹͻ͵
Ž‡––‡”‘ˆ…”‡†‹–ǡʹǦ͵ͳ͸ȂʹǦ͵ͳͺ
Žƒ„‡Ž‹‰•Š‹’‡–•ˆ‘”‡š’‘”–Ǧ‹’‘”–ǡ͵Ǧ͹ǡ͵Ǧ
Ž‡˜‡Ž‘ˆ•‡”˜‹…‡ǡͳǦͳͻͺǡʹǦ͵ͻͷ
ͳ͵ʹ ‡˜‡Žͳ‡–”‹…•ǡͳǦͳͻ͸ȂͳǦͳͻͺǡ͵ǦͳͺͲȂ͵Ǧ
Žƒ„‘””‹‰Š–•ǡ͵Ǧͳͷ
ͳͺͳǡ͵Ǧͳͺ͵Ȃ͵Ǧͳͻͷ
Žƒ‰‰‹‰‡…‘‘‹…‹†‹…ƒ–‘”•ǡʹǦ͵ͻǡ͵ǦʹͷȂ͵Ǧ ‡˜‡Žʹ‡–”‹…•ǡ͵ǦͳͺͲǡ͵ǦͳͺͳȂ͵Ǧͳͺʹǡ͵Ǧ
ʹ͸
ͳͺ͵Ȃ͵ǦͳͺͶ
Žƒ†„”‹†‰‡ǡʹǦ͵ͲͷȂʹǦ͵Ͳ͸
‡˜‡Ž͵‡–”‹…•ǡ͵ǦͳͺͲǡ͵ǦͳͺʹȂ͵ǦͳͺͶ
Žƒ†‡†…‘•–ǡʹǦʹͲ͵ǡʹǦʹͲͶȂʹǦʹͲͷǡʹǦʹͳͲȂʹǦ
‡˜‡ŽͶ‡–”‹…•ǡ͵ǦͳͺͲǡ͵Ǧͳͺ͵Ȃ͵ǦͳͺͶ
ʹͳͳ Ž‡˜‡Ž’”‘†—…–‹‘•–”ƒ–‡‰›ǡʹǦͳͲͶ
Žƒ†ˆ‹ŽŽǡ†‹•’‘•ƒŽ‹ǡʹǦͷͳͺ Ž‡˜‡Ž•–”ƒ–‡‰›ǡʹǦͳͲͶ
Žƒ‡˜‘Ž—‡ǡʹǦ͵Ͳͳ Ž‡˜‡Ž‹‰ǡʹǦͳ͵ͺǡ͵ǦʹͶͲ
Žƒ‰—ƒ‰‡ǡʹǦͶͻͲȂʹǦͶͻͳǡ͵Ǧͳͻ Ž‡˜‡”ƒ‰‡”ƒ–‹‘•ǡ͵Ǧͳͷ͹Ȃ͵Ǧͳͷͺ
•ȋŽ‘…ƒŽƒ”‡ƒ‡–™‘”•ȌǡͳǦʹͶͳ Ž‹ƒ„‹Ž‹–›ǡͳǦͳʹ͵ǡʹǦʹͺͲ
Žƒ–‡”ƒŽ•—’’Ž›…Šƒ‹ƒƒ‰‡‡–ǡͳǦͶͲǡͳǦͶʹȂ Ž‹…‡•‹‰
ͳǦͶ͵
…‘’Ž‹ƒ…‡ǡ͵Ǧͻ
Žƒ™ȋ•Ȍ ‹’‘”–ǡʹǦ͵͵͸
…‘—–”›ǡ͵Ǧͳ͵Ȃ͵ǦͳͶ
•‘ˆ–™ƒ”‡ǡ͵ǦͻȂ͵ǦͳͲ
‘ˆ†‡ƒ†ǡͳǦͳͳ͵ –‡…Š‘Ž‘‰‹‡•ǡ͵ǦͳͲȂ͵Ǧͳͳ
Ž‘…ƒŽǡ͵Ǧͳ͵Ȃ͵ǦͳͶ
Ž‹ˆ‡…›…Ž‡
‘ˆ•—’’Ž›ǡͳǦͳͳ͵ǡͳǦͳͳͶ
ƒƒŽ›•‹•ǡͳǦʹͲ͵
‘ˆ•—’’Ž›ƒ††‡ƒ†ǡͳǦͳͳͶ
†‡•‹‰ǡʹǦͷͲ͸ȂʹǦͷͲͻ
ȀȋŽ‡––‡”‘ˆ…”‡†‹–ȌǡʹǦ͵ͳ͸ȂʹǦ͵ͳͺ ’”‘†—…–ǡͳǦͳͲͲǡͳǦͳ͸ͳȂͳǦͳ͸ʹ
Ž‡ƒ†–‹‡ǡʹǦͳͶͲǡʹǦ͵͸Ͷ
’”‘Œ‡…–ǡͳǦ͵͵ͺ
…——Žƒ–‹˜‡ǡʹǦ͸͹ Ž‹ˆ‡–‹‡…—•–‘‡”ǡʹǦ͵͹ͶȂʹǦ͵͹ͷ
‡†Ǧ–‘Ǧ‡†ǡʹǦ͸͹ Ž‹‡Šƒ—Ž…‘•–•ǡʹǦʹ͹ͳ
‘‹–‘”‹‰ǡ͵ǦʹͲͳȂ͵ǦʹͲ͵ Ž‹“—‹†œ‘‡ǡʹǦ͸͸
•ƒˆ‡–›ǡʹǦͳͻͲȂʹǦͳͻͳ Ž‹“—‹†‹–›”ƒ–‹‘•ǡ͵Ǧͳͷ͹
ƒ†–”ƒ•’‘”–ƒ–‹‘…‘•–•ǡʹǦʹͺͳȂʹǦʹͺʹ Ž‹–‹‰ƒ–‹‘”‹•ǡ͵Ǧͺͳǡ͵Ǧͻͳǡ͵ǦͳʹͳȂ͵Ǧͳʹʹ

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APICS CSCP Learning System

Ž‹˜‡”ƒ…•ǡʹǦʹ͸ͲǡʹǦʹ͸ʹ ƒ‡Ǧ–‘Ǧ•–‘…‘†‡ŽǡͳǦʹͻǡʹǦ͸͹ǡʹǦ͸ͺǡʹǦ
Ž‘ƒ†ǡʹǦͳ͵ͺ ͳͲͷȂʹǦͳͲ͸ǡ͵Ǧͳͺʹ
ƒ†…ƒ’ƒ…‹–›ǡ͵ǦͳͻͺȂ͵Ǧͳͻͻ ƒ‡Ǧ˜‡”•—•Ǧ„—›ƒƒŽ›•‹•ǡʹǦʹͲ͹ȂʹǦʹͳʹ
Ž‡˜‡Ž‹‰ǡʹǦͳ͵ͺǡ͵ǦʹͶͲ ƒŽˆ‡ƒ•ƒ…‡”‹•ǡ͵Ǧ͹ͺȂ͵ǦͺͲǡ͵Ǧͻͳǡ͵Ǧͳͳ͸Ȃ͵Ǧ
ƒ–…Š‹‰ǡͳǦʹͺ͹ ͳʹͳ
‘’–‹‹œƒ–‹‘ǡͳǦʹͺ͹ ƒŽˆ—…–‹‘”‡…‘˜‡”›ǡ͵Ǧͳͷʹǡ͵ǦʹͲ͵
–‡†‡”‹‰ǡͳǦʹͺ͹ ƒƒ‰‡‡–ƒ……‘—–‹‰ǡͳǦͳͳͺ
Ž‘…ƒŽƒ”‡ƒ‡–™‘”•ǡͳǦʹͶͳ ƒƒ‰‡‡–‡•–‹ƒ–‡ǡƒ•“—ƒŽ‹–ƒ–‹˜‡
Ž‘‰‹•–‹…•ǡʹǦʹʹͳǡʹǦʹʹͺȂʹǦʹ͵ͳ ƒ’’”‘ƒ…Š–‘ˆ‘”‡…ƒ•–‹‰ǡʹǦ͵ͷȂʹǦ͵͸
…‘•–‹‹‹œƒ–‹‘ǡʹǦʹ͵ʹ ƒ‹ˆ‡•–‹‰ǡͳǦʹͺ͹
…‘•––”‡†•ǡʹǦʹ͵ʹȂʹǦʹ͵Ͷ ƒ—ˆƒ…–—”ƒ„‹Ž‹–›ǡ†‡•‹‰ˆ‘”ǡͳǦʹͳ͵
†‡•‹‰ǡͳǦ͹͸ǡͳǦʹͲ͸ȂͳǦʹͲͺ ƒ—ˆƒ…–—”‡ƒ†ƒ••‡„Ž›ǡ†‡•‹‰ˆ‘”ǡͳǦ
ˆ—…–‹‘•ǡʹǦʹʹͺǡʹǦʹ͵ͲȂʹǦʹ͵ͳ ʹͳʹȂͳǦʹͳͶ
‘„Œ‡…–‹˜‡•ǡʹǦʹ͵ͶȂʹǦʹ͵ͻ ƒ—ˆƒ…–—”‹‰Ž‡ƒ†–‹‡ǡʹǦͳͶͲ
‹–‡”‘†ƒŽǡʹǦ͵ͲͷȂʹǦ͵Ͳ͸ ƒ—ˆƒ…–—”‹‰”‡•‘—”…‡’Žƒ‹‰ǡͳǦͺͻǡʹǦ
’ƒ”•ǡʹǦʹ͹ͶȂʹǦʹ͹ͷ ͳʹͷ
”‡˜‡”•‡ǤSee”‡˜‡”•‡Ž‘‰‹•–‹…• ƒ—ˆƒ…–—”‹‰•‹–‡•ǡʹǦʹͳͳȂʹǦʹͳʹ
•‡”˜‹…‡’”‘˜‹†‡”•ǡʹǦʹ͵ͳǡʹǦʹͺʹȂʹǦʹͺ͹ ƒ—ˆƒ…–—”‹‰•—’’Ž›…Šƒ‹‘†‡ŽǡͳǦͶͶȂͳǦ
–‘–ƒŽ…‘•–…‘…‡’–‘ˆǡʹǦʹ͵ʹ Ͷ͸
˜ƒŽ—‡’”‘’‘•‹–‹‘ǡʹǦʹ͵ͳȂʹǦʹ͵Ͷ ȋ‡ƒƒ„•‘Ž—–‡’‡”…‡–ƒ‰‡‡””‘”ȌǡʹǦ
See also–”ƒ•’‘”–ƒ–‹‘Ǣ™ƒ”‡Š‘—•‡• ͸͵ȂʹǦ͸Ͷ
Ž‘‰Ǧ”ƒ‰‡ƒ‰‰”‡‰ƒ–‡•—’’Ž›ǡͳǦͳͲͻǡͳǦͳͳͲ ƒ“—‹Žƒ†‘”ƒǡʹǦ͵Ͷ͸
Ž‘‰Ǧ–‡”‘”‹‡–ƒ–‹‘ǡ͵Ǧͳͺ ƒ”‰‹ƒŽƒƒŽ›•‹•ǡͳǦͳͳ͸ȂͳǦͳͳ͹
Ž‘‘•‡…‘—’Ž‹‰ǡͳǦʹͻ͹ ƒ”‰‹ƒŽ…‘•–ǡͳǦͳͳ͸ȂͳǦͳͳ͹
Ž‘•–•ƒŽ‡Ȁ…—•–‘‡”…‘•–•ǡʹǦͳ͸ʹ ƒ”‰‹ƒŽ—–‹Ž‹–›ǡͳǦͳͳ͵ǡͳǦͳͳ͸ȂͳǦͳͳ͹
Ž‘–•‹œ‡ǡƒ†‹˜‡–‘”›ǡʹǦͳͷͺǡʹǦʹͺͲȂʹǦʹͺͳ ƒ”‡–
Ž‘–Ǧˆ‘”ǦŽ‘–‘”†‡”‹‰Ȁ”‡’Ž‡‹•Š‡–ǡʹǦͳͳͻȂʹǦ ƒƒŽ›•‹•ǡͳǦͳ͵ͶǡʹǦͳͲ͵
ͳʹͲǡʹǦͳ͹ͻǡʹǦͳͺͲ …Šƒ‰‡‹ǡͳǦͻͻȂͳǦͳͲͲ
Ž‘™…‘•–ƒ†˜ƒ–ƒ‰‡•–”ƒ–‡‰›ǡͳǦͺȂͳǦͻ …‘†‹–‹‘•ǡͳǦ͵ʹǡͳǦͻ͸ȂͳǦͻͺ
Ž‘™…‘•–•–”ƒ–‡‰›ǡͳǦͺ †‡…‹•‹‘•ǡͳǦͳͺͳ
Ž‘›ƒŽ…—•–‘‡”•ǡʹǦ͵ͻʹȂʹǦ͵ͻ͵ǡʹǦͶͲ͸ †‡ƒ†ǡʹǦ͵ͺ
ȋŽ‘‰Ǧ”ƒ‰‡ƒ‰‰”‡‰ƒ–‡•—’’Ž›ȌǡͳǦͳͲͻǡ ‘™Ž‡†‰‡ǡͳǦͶͺ
ͳǦͳͳͲ ’ŽƒǡͳǦͳ͵ͶǡͳǦͳ͵ͷ
ȋŽ‡••Ǧ–ŠƒǦ–”—…Ž‘ƒ†Ȍ•‡‰‡–‘ˆ ’”‹…‡ǡͳǦͳͳͺ
–”—…‹‰‹†—•–”›ǡʹǦʹͻʹǡʹǦʹͻ͵ ”‡•‡ƒ”…ŠǡͳǦͳ͵͵ȂͳǦͳ͵ͷǡʹǦ͵͸Ͳ
•‡‰‡–ƒ–‹‘ǡʹǦ͵ͷ͸ȂʹǦ͵ͷ͹
M •Šƒ”‡ǡͳǦͳ͵Ͷ
ƒ”‡–Ǧ†”‹˜‡ǡͳǦ͹ͳ
ƒ…”‘‡˜‹”‘‡–ǡͳǦ͵ͳ ƒ”‡–‹‰
ƒ…”‘‡…‘‘‹…•ǡͳǦͳͲ͸ȂͳǦͳͳʹǡͳǦͳͳ͹ǡ͵Ǧ ƒ—–‘ƒ–‹‘ǡʹǦͶͲͷȂʹǦͶͲ͹
ʹͶ …—•–‘‡”Ǧ†”‹˜‡ǡʹǦ͵ͷͶ
ȋ‡ƒƒ„•‘Ž—–‡†‡˜‹ƒ–‹‘ȌǡʹǦͷ͸ȂʹǦ͸Ͳǡ …—•–‘‡”Ǧˆ‘…—•‡†ǡʹǦ͵ͷͶȂʹǦ͵ͷ͸
ʹǦ͸ʹȂʹǦ͸͵ ƒ††‡ƒ†ƒƒ‰‡‡–ǡʹǦ͹ͺ
ƒ‰‡–‹…•–”‹’‡•ǡͳǦ͵ͳͲ ˆ‘—”•‘ˆǡͳǦͳͷͲȂͳǦͳͷͻǡʹǦ͵ͺ͹
ƒ‹–ƒ‹ƒ„‹Ž‹–›ǡ†‡•‹‰ˆ‘”ǡͳǦʹͳͶȂͳǦʹͳͷ ƒ••ǡͳǦͳͶ͸
ƒ‹–‡ƒ…‡Ȁ”‡’ƒ‹”Ȁ‘’‡”ƒ–‹‘•‹˜‡–‘”›ǡʹǦ ‹…Š‡ǡͳǦͳʹǡͳǦͳͶ͸ȂͳǦͳͶ͹
ͳͷ͸ǡʹǦͳ͸͵ ”‡•‡ƒ”…ŠǡʹǦ͵͸
ƒ‡Ǧ‘”Ǧ„—›…‘•–ƒƒŽ›•‹•ǡʹǦʹͲ͹ȂʹǦʹͳʹ –‡…Š‘Ž‘‰›ǡʹǦͶͲʹ
ƒ‡Ǧ–‘Ǧ‘”†‡”‘†‡ŽǡͳǦʹͻǡʹǦ͸͹ǡʹǦ͸ͺǡʹǦͳͲ͸ǡ ƒ”‡–‹‰Ȁ•ƒŽ‡•Šƒ†•Šƒ‡ǡʹǦͻ͹
͵Ǧͳͺʹ ƒ•…—Ž‹‹–›ǡ͵Ǧͳͺ

© 2016 APICS 1-392 Version 4.0, 2016 Edition

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ƒ••…—•–‘‹œƒ–‹‘ǡͳǦʹͳ͹ȂͳǦʹͳͺ
ƒ••ƒ”‡–‹‰ǡͳǦͳͶ͸
ƒ•–‡”’Žƒ‹‰ǡʹǦͺͺǡʹǦͻͳȂʹǦͻʹ
ƒ•–‡”’”‘†—…–‹‘•…Š‡†—Ž‡ǡʹǦͻͳǡʹǦͳͲ͹ȂʹǦ
ͳͳͳǡʹǦͳͳ͵ȂʹǦͳͳͶ
ƒ•–‡”•…Š‡†—Ž‡‹–‡•ǡʹǦ͹͵ȂʹǦ͹Ͷ
ȌǡͳǦͳͳͺǡʹǦͳ͸͹ǡ
ƒ•–‡”•…Š‡†—Ž‹‰ǡʹǦͳͲ͹ȂʹǦͳͳͳǡʹǦ͸ͷǡʹǦ͸ͻȂ
ʹǦ͹ͶǡʹǦͻͳ
ƒ•–‡”•…Š‡†—Ž‹‰‰”‹†ǡʹǦ͸ͻȂʹǦ͹ͶǡʹǦͳͲͺȂʹǦ
ͳͳͲ
ƒ–…Š‹‰ǡ‹ˆ‹ƒ…‹ƒŽ•–ƒ–‡‡–•ǡͳǦͳʹͺ
ƒ–‡”‹ƒŽ…‘–‡–”‡’‘”–‹‰ǡ͵ǦʹͻȂ͵Ǧ͵Ͳ
ƒ–‡”‹ƒŽ”‡“—‹”‡‡–•’Žƒ‹‰ǡͳǦͺͻǡʹǦ͸ͷǡ
ʹǦ͸͸ȂʹǦ͸͹ǡʹǦͻͳǡʹǦͳͳʹȂʹǦͳͳͷǡʹǦͳʹͳȂʹǦ
ͳʹͷ
ƒ–‡”‹ƒŽ•Šƒ†Ž‹‰ǡʹǦʹͷ͵ȂʹǦʹͷͶǡʹǦʹ͸ͳȂʹǦ
ʹ͸ʹ
ƒ—–‘ƒ–‡†•›•–‡•ǡʹǦʹͷͺȂʹǦʹ͸ͳǡʹǦʹ͸ʹ
‹ˆ‘”ƒ–‹‘–‡…Š‘Ž‘‰›ǡʹǦʹ͸͵ȂʹǦʹ͸Ͷ
‡…Šƒ‹œ‡†•›•–‡•ǡʹǦʹͷͶȂʹǦʹͷͺǡʹǦʹ͸ͳ
™ƒ”‡Š‘—•‡ƒƒ‰‡‡–•›•–‡•ǡʹǦʹ͸ʹȂ
ʹǦʹ͸͵
ƒ–Š‡ƒ–‹…ƒŽ‘†‡Ž•ǡͳǦͳ͵͸ȂͳǦͳ͵͹
ƒ–”‹š†ƒ–ƒƒƒŽ›•‹•…Šƒ”–ǡ͵Ǧʹ͵ͳȂ͵Ǧʹ͵ʹ
ƒ–”‹š†‹ƒ‰”ƒǡ͵ǦʹʹͻȂ͵Ǧʹ͵Ͳ
ƒ–—”‹–›•–ƒ‰‡‹’”‘†—…–Ž‹ˆ‡…›…Ž‡ǡͳǦͳ͸ͳǡͳǦ
ͳ͸ʹǡʹǦ͵ͺͷ
‡ƒƒ„•‘Ž—–‡†‡˜‹ƒ–‹‘ǡʹǦͷ͸ȂʹǦ͸ͲǡʹǦ͸ʹȂʹǦ
͸͵
‡ƒƒ„•‘Ž—–‡’‡”…‡–ƒ‰‡‡””‘”ǡʹǦ͸͵ȂʹǦ͸Ͷ
‡ƒ•“—ƒ”‡†‡””‘”ǡʹǦ͸ʹȂʹǦ͸͵
‡…Šƒ‹œ‡†™ƒ”‡Š‘—•‡•›•–‡•ǡʹǦʹͷͶǡʹǦ
ʹ͸ͳ
„”‹†‰‡Ȁ™ƒ‰‘…”ƒ‡•ǡʹǦʹͷ͸ȂʹǦʹͷͺǡʹǦ
ʹ͸ͳ
…ƒ”‘—•‡Ž•ǡʹǦʹͷͺǡʹǦͳ͸ͳ
…‘˜‡›‘”•ǡʹǦʹͷͶȂʹǦʹͷͷǡʹǦʹ͸ͳ
ˆ‘”Ž‹ˆ––”—…•ǡʹǦʹͷͶǡʹǦʹ͸ͳ
–‘™–”ƒ…–‘”•™‹–Š–”ƒ‹Ž‡”•ǡʹǦʹͷ͸ǡʹǦʹ͸ͳ
–‘™Ž‹‡•ǡʹǦʹͷͷȂʹǦʹͷ͸ǡʹǦʹ͸ͳ
‡†‹—ǡ‹…‘—‹…ƒ–‹‘ǡͳǦ͵ʹͶ
‡–‘”‹‰ǡ͵Ǧʹͳʹ
‡”‰‡”•ǡͳǦͳͲͲǡͳǦͳ͹͵
‡••ƒ‰‡ǡ‹…‘—‹…ƒ–‹‘ǡͳǦ͵ʹ͵
‡–”‹…•ǡͳǦͷ͹ȂͳǦͷͺǡͳǦͷͻ
ƒ‰‹Ž‹–›‡–”‹…ǡ͵Ǧͳͺ͸Ȃ͵Ǧͳͺͺ
ƒ••‡–ƒƒ‰‡‡–ǡ͵Ǧͳ͸͵Ȃ͵Ǧͳ͸ͷǡ͵ǦͳͻͲȂ
͵Ǧͳͻ͵
ƒ˜ƒ‹Žƒ„‹Ž‹–›ǡ͵Ǧͳͷʹ
„ƒ…‘”†‡”•ǡ͵Ǧͳͷʹ
© 2016 APICS
All rights reserved
Cumulative Course Index
‡–”‹…•ȋcontinuedȌ
„ƒ”—’–…›”‹•ǡ͵ǦͳͷͺȂ͵Ǧͳͷͻ
…ƒ•ŠǦ–‘Ǧ…ƒ•Š…›…Ž‡–‹‡ǡʹǦͳ͹ͲȂʹǦͳ͹ͳǡʹǦ
͵ͳͻȂʹǦ͵ʹͲǡ͵Ǧͳͷ͸Ȃ͵Ǧͳͷ͹ǡ͵ǦͳͻͲȂ͵Ǧͳͻʹ
…‘•–ǡ͵ǦͳͷͶȂ͵Ǧͳͷ͸
…‘•–‘ˆ‰‘‘†••‘Ž†ȋ
͵ǦͳͺͻȂ͵ǦͳͻͲǡʹǦͶʹͲȂʹǦͶʹͳ
…—•–‘‡”…‘’Žƒ‹–•ǡ͵Ǧͳͷʹ
…—•–‘‡”•‡”˜‹…‡ǡ͵ǦͳͻͻȂ͵ǦʹͲ͵
…—•–‘‡”Ǧˆ‘…—•‡†ǡ͵ǦͳͷͳȂ͵Ǧͳͷ͵
†ƒ›•‘ˆ•—’’Ž›ǡ͵Ǧͳͻͳ
†ƒ›•‘—–•–ƒ†‹‰ǡ͵Ǧͳͻͳ
†ƒ›••ƒŽ‡•‘—–•–ƒ†‹‰ǡ͵Ǧͳͻͳ
†‡Ž‹˜‡”›…‘•‹•–‡…›ǡ͵Ǧͳͷʹ
†‘™•‹†‡•—’’Ž›…Šƒ‹ƒ†ƒ’–ƒ„‹Ž‹–›ǡ͵Ǧ
ͳͺ͹
‡…‘‘‹…ǡͳǦͳͳʹ
ˆ‹ŽŽ”ƒ–‡ǡ͵Ǧͳͷʹǡ͵ǦʹͲͲȂ͵ǦʹͲͳ
ˆ‹ƒ…‹ƒŽǡ͵Ǧͳͷ͵Ȃ͵Ǧͳ͸ͳǡ͵ǦͳͺͺȂ͵ǦͳͻͲǡ͵Ǧ
ͳͻͻȂ͵ǦʹͲͲ
ˆŽ‡š‹„‹Ž‹–›ǡ͵Ǧͳͷʹ
‹˜‡–‘”›–—”‘˜‡”ǡʹǦͳ͸ͻȂʹǦͳ͹Ͳǡ͵Ǧͳ͸ͶȂ
͵Ǧͳ͸ͷ
Ž‡ƒǡ͵ǦʹͶͳ
‡˜‡Žͳ‡–”‹…•ǡͳǦͳͻ͸ȂͳǦͳͻͺǡ͵Ǧ
ͳͺͲȂ͵Ǧͳͺͳǡ͵Ǧͳͺ͵Ȃ͵Ǧͳͻͷ
‡˜‡Žʹ‡–”‹…•ǡ͵ǦͳͺͲǡ͵ǦͳͺͳȂ͵Ǧ
ͳͺʹǡ͵Ǧͳͺ͵Ȃ͵ǦͳͺͶ
‡˜‡Ž͵‡–”‹…•ǡ͵ǦͳͺͲǡ͵ǦͳͺʹȂ͵Ǧ
ͳͺͶ
‡˜‡ŽͶ‡–”‹…•ǡ͵ǦͳͺͲǡ͵Ǧͳͺ͵Ȃ͵Ǧ
ͳͺͶ
ƒŽˆ—…–‹‘”‡…‘˜‡”›ǡ͵Ǧͳͷʹǡ͵ǦʹͲ͵
ˆ‘”—Ž–‹’Ž‡‘”‰ƒ‹œƒ–‹‘•ǡ͵ǦͳͷͷȂ͵Ǧͳͷ͸
‘’‡”ƒ–‹‘ƒŽǡ͵Ǧͳ͸ͳȂ͵Ǧͳ͸ͷǡ͵ǦͳͻͷȂ͵Ǧͳͻͻ
‘”†‡”ˆ—Žˆ‹ŽŽ‡–…›…Ž‡–‹‡ǡ͵Ǧͳͺ͸
‘”†‡”••Š‹’’‡†…‘’Ž‡–‡ǡ͵Ǧͳͷʹ
‘˜‡”ƒŽŽ˜ƒŽ—‡ƒ–”‹•ǡ͵Ǧͳͺͺ
’‡”ˆ‡…–‘”†‡”ˆ—Žˆ‹ŽŽ‡–ǡ͵Ǧͳͷ͵ǡ͵ǦͳͺʹȂ͵Ǧ
ͳͺ͵ǡ͵ǦͳͺͷȂ͵Ǧͳͺ͸
’‡”ˆ‘”ƒ…‡ǡʹǦͻ͹ǡʹǦͳͲ͹ǡ͵Ǧͳͷʹ
’”‘…‡••‹’”‘˜‡‡–ǡ͵Ǧʹͳ͵Ȃ͵ǦʹʹͲ
’”‘†—…–•—’’‘”–ǡ͵Ǧͳͷʹ
’”‘†—…–‹˜‹–›ǡ͵Ǧͳ͸͵
’”‘ˆ‹–ǡ͵ǦͳͷͶ
“—ƒŽ‹–›ǡ͵Ǧͳ͸ʹȂ͵Ǧͳ͸͵
”‡Ž‹ƒ„‹Ž‹–›‡–”‹…ǡ͵ǦͳͺͷȂ͵Ǧͳͺ͸
”‡’‡ƒ–’—”…Šƒ•‡•ǡ͵Ǧͳͷʹ
”‡•’‘•‡ƒ……—”ƒ…›ǡ͵Ǧͳͷʹ
”‡•’‘•‡–‹‡–‘‹“—‹”‹‡•ǡ͵Ǧͳͷʹ
1-393 Version 4.0, 2016 Edition
Printed on 100% post-consumer waste recycled paper.
APICS CSCP Learning System

‡–”‹…•ȋcontinuedȌ
”‡•’‘•‹˜‡‡••‡–”‹…ǡ͵Ǧͳͺ͸
”‡–—”‘•—’’Ž›…Šƒ‹ˆ‹š‡†ƒ••‡–•ǡ͵Ǧͳͻʹ
”‡–—”‘™‘”‹‰…ƒ’‹–ƒŽǡ͵ǦͳͻʹȂ͵Ǧͳͻ͵
•‡Ž‡…–‹‘‘ˆǡ͵ǦͳͶͻȂ͵Ǧͳͷͳ
•’‡‡†‘ˆ’‡”ˆ‘”ƒ…‡ǡ͵Ǧͳͷʹǡ͵ǦʹͲʹ
•–‘…‘—–ˆ”‡“—‡…›ǡ͵Ǧͳͷʹǡ͵ǦʹͲͳ
•—’’Ž‹‡”…ƒ’ƒ…‹–›ǡ͵Ǧͳ͸ͷ
•—’’Ž‹‡”“—ƒŽ‹–›…‘•–•ǡ͵Ǧͳ͸ʹȂ͵Ǧͳ͸͵
•—’’Ž›…Šƒ‹ƒ‰‹Ž‹–›ǡ͵Ǧͳͺ͸Ȃ͵Ǧͳͺͺ
•—’’Ž›…Šƒ‹ƒ••‡–ƒƒ‰‡‡–ǡ͵ǦͳͻͲȂ͵Ǧ
ͳͻ͵
•—’’Ž›…Šƒ‹…‘•–•ǡ͵ǦͳͺͺȂ͵ǦͳͻͲ
•—’’Ž›…Šƒ‹…›…Ž‡–‹‡ǡ͵Ǧͳͷʹ
•—’’Ž›…Šƒ‹”‡Ž‹ƒ„‹Ž‹–›ǡ͵ǦͳͺͷȂ͵Ǧͳͺ͸
•—’’Ž›…Šƒ‹”‡•’‘•‹˜‡‡••ǡ͵Ǧͳͺ͸
•—’’Ž›…Šƒ‹–‘–ƒŽ…‘•–ǡ͵Ǧͳͷͷ
–‘–ƒŽ…‘•––‘•‡”˜‡ǡ͵ǦͳͺͺȂ͵Ǧͳͺͻ
—’•‹†‡•—’’Ž›…Šƒ‹ƒ†ƒ’–ƒ„‹Ž‹–›ǡ͵Ǧͳͺ͹
—’•‹†‡•—’’Ž›…Šƒ‹ˆŽ‡š‹„‹Ž‹–›ǡ͵Ǧͳͺ͸Ȃ͵Ǧ
ͳͺ͹
˜ƒŽ—‡ƒ–”‹•ȋȌǡ͵Ǧͳͺ͹Ȃ͵Ǧͳͺͺ
‹…”‘‡…‘‘‹…•ǡͳǦͳͳʹȂͳǦͳͳ͹ǡ͵ǦʹͶ
‹††Ž‡™ƒ”‡ǡͳǦʹͻͲȂͳǦʹͻ͵ǡͳǦʹͻͷ
‹Ǧƒš•›•–‡ǡʹǦͳͺͷ
‹•ƒŽ‹‰‡–•‹•–”ƒ–‡‰›ǡͳǦͻ͸ȂͳǦͳͲ͵
‹–‹‰ƒ–‹‘‘ˆ”‹•ǡ͵ǦͳͲͷ
‹šˆ‘”‡…ƒ•–ǡʹǦ͵ͳ
‹š‹‰ǡ‹™ƒ”‡Š‘—•‹‰ǡʹǦʹͶͶȂʹǦʹͶͷ
‘†‡Ž‹‰
ˆ‹ƒ…‹ƒŽǡͳǦͳͷͻȂͳǦͳ͸Ͳ
‡–™‘”ǡͳǦͳ͵ͷȂͳǦͳ͵͹
‘†—Žƒ”„‹ŽŽ•‘ˆƒ–‡”‹ƒŽǡʹǦ͹͵ȂʹǦ͹ͶǡʹǦͳͳͺ
‘†—Žƒ”†‡•‹‰•–”ƒ–‡‰›ǡͳǦʹͳͲ
‘†—Žƒ”‹œƒ–‹‘ǡͳǦʹͳͲȂͳǦʹͳͳ
‘†—Žƒ”•›•–‡•ǡͳǦʹͶʹ
‘‹–‘”‹‰ƒ†‘–”‘ŽŽ‹‰ǡ‹’”‘Œ‡…–
ƒƒ‰‡‡–ǡͳǦ͵ͶͳǡͳǦ͵ͶͻȂͳǦ͵ͷʹ
‘–‡ƒ”Ž‘•‹—Žƒ–‹‘•ǡͳǦͳ͵͹ǡ͵ǦͻͻȂ͵ǦͳͲͳ
‘–‘”…ƒ””‹‡”•ǡʹǦʹͺ͹ǡʹǦʹͻͳȂʹǦʹͻ͵
‘˜‡–‹‡ǡʹǦͳͶͲ
‘˜‹‰ƒ˜‡”ƒ‰‡ˆ‘”‡…ƒ•–‹‰ǡʹǦͶʹȂʹǦͶ͸ǡʹǦͶͻ
‘˜‹‰ǡ‹™ƒ”‡Š‘—•‹‰ǡʹǦʹͶͲ
ȋƒ•–‡”’”‘†—…–‹‘•…Š‡†—Ž‡ȌǡʹǦͻͳǡʹǦ
ͳͲ͹ȂʹǦͳͳͲǡʹǦͳͳ͵ȂʹǦͳͳͶ
—‹†‡Ž‹‡•ˆ‘”
ȋƒ‹–‡ƒ…‡Ȁ”‡’ƒ‹”Ȁ‘’‡”ƒ–‹‘•Ȍ
‹˜‡–‘”›ǡʹǦͳͷ͸ǡʹǦͳ͸͵
ȋƒ–‡”‹ƒŽ”‡“—‹”‡‡–•’Žƒ‹‰ȌǡͳǦͺͻǡ
ʹǦ͸ͷǡʹǦ͸͸ȂʹǦ͸͹ǡʹǦͻͳǡʹǦͳͳʹȂʹǦͳͳͷǡʹǦ
ͳʹͳȂʹǦͳʹͷ
© 2016 APICS
All rights reserved
ȋƒ—ˆƒ…–—”‹‰”‡•‘—”…‡’Žƒ‹‰ȌǡͳǦ
ͺͻǡʹǦͳʹͷ
ȋƒ•–‡”•…Š‡†—Ž‹‰ȌǡʹǦͳͲ͹ȂʹǦͳͳͳǡʹǦ͸ͷǡ
ʹǦ͸ͻȂʹǦ͹Ͷ
ȋ‡ƒ•“—ƒ”‡†‡””‘”ȌǡʹǦ͸ʹȂʹǦ͸͵
—Ž–‹…‘—–”›•–”ƒ–‡‰›ǡͳǦͳʹǡͳǦʹʹͲ
—Ž–‹Ǧ‡–‡”’”‹•‡‹–‡‰”ƒ–‡†–‡…Š‘Ž‘‰›ǡʹǦͶͲͺ
—Ž–‹Ž‡˜‡Ž„‹ŽŽ‘ˆƒ–‡”‹ƒŽǡʹǦͳͳ͹ǡʹǦͳͳͺ
—Ž–‹’Ž‡†›•ˆ—…–‹‘•–ƒ‰‡‘ˆ•—’’Ž›…Šƒ‹
ƒƒ‰‡‡–†‡˜‡Ž‘’‡–ǡͳǦͺͷǡͳǦͺ͸ȂͳǦ
ͺ͹ǡͳǦʹʹͺǡͳǦʹʹͻȂͳǦʹ͵Ͳ
—Ž–‹•‘—”…‹‰ǡʹǦͶͳ͸
N
 ȋ‘”–Š‡”‹…ƒ ”‡‡”ƒ†‡
‰”‡‡‡–ȌǡʹǦ͵ͶͷȂʹǦ͵Ͷ͸
ƒ‹˜‡ˆ‘”‡…ƒ•–‹‰ǡʹǦͶͳȂʹǦͶʹǡʹǦͶͻ
‡‰‘–‹ƒ–‹‘ǡʹǦͶ͹ʹȂʹǦͶ͹Ͷ
‡”˜‘—•‡••ǡ•›•–‡ǡʹǦͳʹʹȂʹǦͳʹ͵
‡–…‘•–•ǡʹǦʹͲͷȂʹǦʹͲ͸
‡–’”‘ˆ‹–ǡͳǦͳʹͺ
‡–™‘”‹‰…ƒ’‹–ƒŽǡͳǦͳʹ͹
‡–™‘”…‘ˆ‹‰—”ƒ–‹‘ǡͳǦͳͻͳȂͳǦͳͻʹ
‡–™‘”†ƒ–ƒ„ƒ•‡•ǡͳǦʹͻͺȂͳǦʹͻͻ
‡–™‘”†‡•‹‰ǡͳǦͳ͵ͷȂͳǦͳ͵͹ǡͳǦͳͺͶȂͳǦͳͻͳ
‡–™‘”‘†‡Ž‹‰ǡͳǦͳ͵ͷȂͳǦͳ͵͹
‡–™‘”•ǡͳǦ͹͸ǡͳǦʹͶͳ
‡š–Ǧ†ƒ›†‡Ž‹˜‡”›ǡʹǦ͵Ͳͺ
‹…Š‡ƒ”‡–‹‰ǡͳǦͳʹǡͳǦͳͶ͸ȂͳǦͳͶ͹
Dz‘‹•‡ǡdz‹…‘—‹…ƒ–‹‘ǡͳǦ͵ʹͶ
‘‘ˆˆ‹…‹ƒŽ…‘—‹…ƒ–‹‘ǡͳǦ͵ʹ͸
‘˜‡”„ƒŽ…‘—‹…ƒ–‹‘ǡͳǦ͵ʹ͹
‘Ǧ˜‡••‡Ž‘’‡”ƒ–‹‰…‘‘…ƒ””‹‡”•ǡʹǦ
͵ʹ͹ȂʹǦ͵ʹͺǡʹǦ͵͵ʹ
‘”–Š‡”‹…ƒ ”‡‡”ƒ†‡‰”‡‡‡–ǡʹǦ
͵ͶͷȂʹǦ͵Ͷ͸
—…Ž‡—•ˆ‹”ǡͳǦʹ͵͵
•ȋ‘Ǧ˜‡••‡Ž‘’‡”ƒ–‹‰…‘‘
…ƒ””‹‡”•ȌǡʹǦ͵ʹ͹ȂʹǦ͵ʹͺǡʹǦ͵͵ʹ
O
‘„•‘Ž‡•…‡…‡ǡͳǦͳʹ͹
ȋ”‰ƒ‹œƒ–‹‘ˆ‘”…‘‘‹…‘Ǧ
‘’‡”ƒ–‹‘ƒ†‡˜‡Ž‘’‡–Ȍ
—Ž–‹ƒ–‹‘ƒŽ–‡”’”‹•‡•ǡ͵ǦͶ͸Ȃ͵ǦͶ͹
‘ˆˆ‹…‹ƒŽ…‘—‹…ƒ–‹‘ǡͳǦ͵ʹ͸
‘ˆˆ•‡––‹‰ǡʹǦͳʹͲȂʹǦͳʹͳ
‘ˆˆ•Š‘”‹‰ǡʹǦʹͳͺȂʹǦʹͳͻǡʹǦʹʹͳȂʹǦʹʹ͵
1-394 Version 4.0, 2016 Edition
Printed on 100% post-consumer waste recycled paper.

‘‰‘‹‰…‘•–•ǡʹǦʹͲͷ
‘Ž‹‡•ƒŽ‡•ǡʹǦͶͲ͹
‘Ž‹‡–”ƒ‹‹‰ǡ͵ǦʹͳʹȂ͵Ǧʹͳ͵
‘Ǧ–Š‡ǦŒ‘„–”ƒ‹‹‰ǡ͵ǦʹͳͳȂ͵Ǧʹͳʹ
•ȋ”‰ƒ‹œƒ–‹‘ƒŽ”‘…‡••••‡–•ȌǡͳǦ
͵Ͷͳ
‘’‡ƒ……‘—–•ǡʹǦ͵ͳͷȂʹǦ͵ͳ͸
‘’‡‘”†‡”•ǡʹǦͳͳͶǡʹǦͳͳͷǡʹǦͶͶͺ
—‹†‡Ž‹‡•ˆ‘”—Ž–‹ƒ–‹‘ƒŽ
‘’‡”ƒ–‹‰‘†‡ŽǡͳǦʹ͹
‘’‡”ƒ–‹‰•›•–‡ǡͳǦʹͶʹ
‘’‡”ƒ–‹‘ƒŽ‡–”‹…•ǡ͵Ǧͳ͸ͳȂ͵Ǧͳ͸ͷǡ͵ǦͳͻͷȂ͵Ǧ
ͳͻͻ
‘’‡”ƒ–‹‘ƒŽ’‡”ˆ‘”ƒ…‡
ƒ†…—•–‘‡”•‡”˜‹…‡ǡͳǦ͹ͻ
‡–”‹…•ǡ͵ǦͳͻͷȂ͵Ǧͳͻͻ
‘’‡”ƒ–‹‘•
…‘•–”ƒ‹–•ǡʹǦͳͲͶ
…‘–”‹„—–‹‘•–‘•ƒŽ‡•ƒ†‘’‡”ƒ–‹‘•
’Žƒ‹‰ǡʹǦͳͲ͵ȂʹǦͳͲ͹
ƒ††‡ƒ†ƒƒ‰‡‡–ǡʹǦ͹ͻ
Šƒ†•Šƒ‡ǡʹǦͻ͹
’Žƒ‹‰Ȁ…‘–”‘ŽǡʹǦͺͻȂʹǦͻͳ
˜•Ǥ’”‘Œ‡…–•ǡͳǦ͵͵͵
”‡•‡ƒ”…ŠǡͳǦͳ͵͸ȂͳǦͳ͵͹
•–”ƒ–‡‰‹‡•ǡʹǦͳͲͶȂʹǦͳͲͷ
•–”‡ƒŽ‹‡†ǡͳǦͷͳȂͳǦͷʹ
•›…Š”‘‹œƒ–‹‘ǡʹǦͶͶͺ
‘’’‘”–—‹–›ƒƒ‰‡‡–ǡʹǦͶͲͶ
ȋ‘’‡”ƒ–‹‘•”‡•‡ƒ”…ŠȌǡͳǦͳ͵͸ȂͳǦͳ͵͹
‘”†‡”ˆ—Žˆ‹ŽŽ‡–…›…Ž‡–‹‡ǡ͵Ǧͳͺ͸
‘”†‡”Ž‘•‡”•ǡͳǦͳͶͷ
‘”†‡”’‹…‹‰ǡʹǦʹͶͲ
‘”†‡”’‘‹–•›•–‡ǡʹǦͳͺ͵ȂʹǦͳͺͶ
‘”†‡”’”‡’ƒ”ƒ–‹‘–‹‡ǡʹǦͳͶͲ
‘”†‡”’”‘…‡••‹‰ǡʹǦͳ͸ȂʹǦͳ͹ǡʹǦ͵ͻͷ
‘”†‡”’”‘‹•‹‰ǡʹǦ͹ͳȂʹǦ͹ʹ
‘”†‡”Ȁ’”‘˜‹•‹‘‹‰•›•–‡ǡʹǦͶͲ͹
‘”†‡”“—ƒŽ‹ˆ‹‡”•ǡͳǦͳͶͷ
‘”†‡”“—ƒ–‹–›ǡʹǦͳ͹ͻȂʹǦͳͺʹ
‘”†‡””‡“—‹”‡‡–•ǡ‹…‘–”ƒ…–•ǡʹǦͶͺͻ
‘”†‡”•–ƒ–—•”‡’‘”–‹‰ǡ͵ǦʹͲ͵
‘”†‡”™‹‡”•ǡͳǦͳͶͷ
‘”†‡”‹‰…‘•–•ǡʹǦͳ͸ͳ
‘”†‡”‹‰•›•–‡•ǡʹǦͳͺʹȂʹǦͳͺ͵
†‡ƒ†Ǧ†”‹˜‡ƒ–‡”‹ƒŽ”‡“—‹”‡‡–•
’Žƒ‹‰ǡʹǦͳͺ͸ȂʹǦͳͺ͹
‹Ǧƒš•›•–‡ǡʹǦͳͺͷ
‘”†‡”’‘‹–•›•–‡ǡʹǦͳͺ͵ȂʹǦͳͺͶ
’‡”‹‘†‹…”‡˜‹‡™•›•–‡ǡʹǦͳͺͶȂʹǦͳͺͷ
–‹‡Ǧ’Šƒ•‡†‘”†‡”’‘‹–•›•–‡ǡʹǦͳͺ͸
© 2016 APICS
All rights reserved
Cumulative Course Index
‘”†‡”•
ˆ‹”’Žƒ‡†ǡʹǦͳͳͶǡʹǦͳͳͷ
‘’‡ǡʹǦͳͳͶǡʹǦͳͳͷ
’Žƒ‡†ǡʹǦͳͳ͵ȂʹǦͳͳͶ
”‡Ž‡ƒ•‡†ǡʹǦͳͳͶ
•Š‹’’‡†…‘’Ž‡–‡ǡ͵Ǧͳͷʹ
”‰ƒ‹œƒ–‹‘ˆ‘”…‘‘‹…‘Ǧ‘’‡”ƒ–‹‘ƒ†
‡˜‡Ž‘’‡–
–‡”’”‹•‡•ǡ͵ǦͶ͸Ȃ͵ǦͶ͹
‘”‰ƒ‹œƒ–‹‘ƒŽ†‡•‹‰ǡͳǦͷͶǡͳǦͷͺ
‘”‰ƒ‹œƒ–‹‘ƒŽŽ‡ƒ”‹‰ǡʹǦͶ͹ͳ
”‰ƒ‹œƒ–‹‘ƒŽ”‘…‡••••‡–•ǡͳǦ͵Ͷͳ
‘”‰ƒ‹œƒ–‹‘ƒŽ•–”ƒ–‡‰›ǡͳǦͶǡͳǦͳͶȂͳǦͳͷǡʹǦͺͺȂ
ʹǦͺͻ
ƒŽ‹‰‡–™‹–Š•—’’Ž›…Šƒ‹…ƒ’ƒ„‹Ž‹–‹‡•ǡ
ͳǦͷͻȂͳǦ͸Ͳ
‰‘ƒŽ•‘ˆǡͳǦͳͷ
Ž‹ƒ‰‡•™‹–Š†‡ƒ†ƒƒ‰‡‡–ǡͳǦʹǦ
ʹͶȂʹǦʹͷ
‹•—’’Ž›…Šƒ‹‡–™‘”†‡•‹‰ǡͳǦͳͺ͸
ƒ†•—’’Ž›’ŽƒƒŽ‹‰‡–ǡʹǦʹͳ͸
‘”‰ƒ‹œƒ–‹‘ƒŽ•–”—…–—”‡•ǡƒ†…—•–‘‡”
”‡Žƒ–‹‘•Š‹’ƒƒ‰‡‡–ǡʹǦ͵͹ͻ
‘”‹‰‹ǡ…‘—–”›‘ˆǡʹǦ͵Ͷͷ
Ȁȋ‘’‡”ƒ–‹‰•›•–‡ȌǡͳǦʹͶʹ
‘—–•‘—”…‹‰ǡʹǦʹͳͺ. See also …‘–”ƒ…–‹‰
‘˜‡”ƒŽŽ˜ƒŽ—‡ƒ–”‹•ǡ͵Ǧͳͺͺ
P
ȋ’”‘Œ‡…–‡†ƒ˜ƒ‹Žƒ„Ž‡„ƒŽƒ…‡ȌǡʹǦ͹ͲȂʹǦ͹ͳǡ
ʹǦͳͲͻ
ȋ’”‘†—…–‹‘ƒ…–‹˜‹–›…‘–”‘ŽȌǡʹǦͻͳǡʹǦ
ͳͶͳȂʹǦͳͶͶ
’ƒ…ƒ‰‡†‡Ž‹˜‡”›•‡”˜‹…‡•ǡʹǦ͵Ͳ͵ȂʹǦ͵ͲͶ
’ƒ…ƒ‰‡Ǧ–‘Ǧ‘”†‡”‘†‡ŽǡʹǦͳͲ͸
’ƒ…ƒ‰‹‰ǡͳǦͳͷ͹ȂͳǦͳͷͺǡʹǦʹͶͲǡʹǦ͵ͲͳȂʹǦ͵Ͳ͵ǡ
͵Ǧ͸Ȃ͵Ǧ͹ǡ͵Ǧͳ͵͸Ȃ͵Ǧͳ͵͹
’ƒ…‹‰ƒ†ƒ”‹‰ǡʹǦʹͶͲ
’ƒ”‡–‹–‡ǡʹǦͳͳ͹ȂʹǦͳͳͺ
ƒ”‡–‘ƒƒŽ›•‹•ǡʹǦͳ͹͸ȂʹǦͳ͹͹ǡ͵ǦʹʹͲǡ͵Ǧʹʹ͵
’ƒ”–‡”•Š‹’•ǡͳǦͺͳȂͳǦͺʹǡͳǦͳͲ͵ǡʹǦʹͳ͵ǡʹǦʹͳͶ
’ƒ••‹˜‡–ƒ‰•ǡͳǦ͵ͳͷ
’ƒ––‡”‹†‡–‹ˆ‹…ƒ–‹‘ǡ͵Ǧʹͳ͹
’ƒ––‡”•ǡ†‡Ž‹˜‡”›Ȁ•Š‹’’‹‰ǡʹǦ͵Ͳ͹ȂʹǦ͵Ͳͺ
’ƒ›‡––‡”•ǡʹǦ͵ͳͷȂʹǦ͵ͳ͸ǡʹǦͶͺͺ
ȋ’Žƒǡ†‘ǡ…Š‡…ǡƒ…–‹‘Ȍ‘†‡ŽǡʹǦͳ͹ȂʹǦ
ͳͻ
’‡‰‰‹‰ǡʹǦͳʹʹ
’‡ƒŽ–‹‡•‹…‘–”ƒ…–•ǡʹǦͶͺͻ
1-395 Version 4.0, 2016 Edition
Printed on 100% post-consumer waste recycled paper.
APICS CSCP Learning System
’‡”ˆ‡…–‘”†‡”ˆ—Žˆ‹ŽŽ‡–ǡ͵Ǧͳͷ͵ǡ͵ǦͳͺʹȂ͵Ǧͳͺ͵ǡ
͵ǦͳͺͷȂ͵Ǧͳͺ͸
’‡”ˆ‘”ƒ…‡
ƒƒŽ›•‹•ǡʹǦͶͶͻ
…”‹–‡”‹ƒǡ‹…‘–”ƒ…–•ǡʹǦͶͺͻ
ƒƒ‰‡‡–ǤSee’‡”ˆ‘”ƒ…‡
ƒƒ‰‡‡–
‡ƒ•—”‹‰ǡʹǦͻ͹ǡʹǦͳͲ͹ǡ͵Ǧͳͷʹǡ͵Ǧͳ͸ͺȂ͵Ǧ
ͳͺͲǡ͵ǦͶͶͳȂʹǦͶͶʹǤSee also—’’Ž›Ǧ
’‘‹–Ǧ‘ˆǦ•ƒŽ‡†ƒ–ƒǡͳǦ͵ͳ͹ȂͳǦ͵ͳͺ
’‘‹–Ǧ‘ˆǦ•ƒŽ‡‹ˆ‘”ƒ–‹‘ǡͳǦ͵ͳ͹
’‘Ž‹…›
ˆ‘”†‡ƒ†ƒƒ‰‡‡–ƒ†
’”‹‘”‹–‹œƒ–‹‘ǡʹǦʹʹ
ˆ‘”‹˜‡–‘”›ǡʹǦͳͷ͵
’‘‘Ž‹‰”‹••ǡʹǦʹ͵ͺȂʹǦʹ͵ͻ
’‘”–ƒŽ•ǡʹǦͶͷͳȂʹǦͶͷʹ
ȋ’‘‹–Ǧ‘ˆǦ•ƒŽ‡†ƒ–ƒȌǡͳǦ͵ͳ͹ȂͳǦ͵ͳͺ
Šƒ‹’‡”ƒ–‹‘•‡ˆ‡”‡…‡‘†‡Ž
‡–”‹…•ǡʹǦͻ͹ǡʹǦͳͲ͹ǡ͵Ǧͳͷʹǡ͵Ǧͳ͹͸Ȃ͵Ǧͳ͹ͻ
‘’‡”ƒ–‹‘ƒŽǡ͵ǦͳͻͷȂ͵Ǧͳͻͻ
”‡˜‹‡™•ǡʹǦ͵ͻ͹
•’‡‡†‘ˆǡ͵Ǧͳͷʹǡ͵ǦʹͲʹ
’‡”ˆ‘”ƒ…‡ƒƒ‰‡‡–
ˆ‘”…—•–‘‡””‡Žƒ–‹‘•Š‹’ƒƒ‰‡‡–ǡʹǦ
͵ͻͶȂʹǦ͵ͻͺ
ˆ‘”•—’’Ž‹‡””‡Žƒ–‹‘•Š‹’ƒƒ‰‡‡–ǡʹǦ
ͶͶͳȂʹǦͶͶͷ
’‡”‹‘†…‘•–•ǡͳǦͳʹͺ
’‡”‹‘†‹……‘—–‹‰ǡʹǦͳͻ͸
’‡”‹‘†‹…”‡˜‹‡™•›•–‡ǡʹǦͳͺͶȂʹǦͳͺͷ
’‡”‹•Šƒ„Ž‡•ǡ’ƒ…ƒ‰‹‰ˆ‘”ǡ͵Ǧ͸
’‡”•‘ƒŽ‹•‹‰Š–ǡ‹ˆ‘”‡…ƒ•–‹‰ǡʹǦ͵ͷ
’‡”•‘‡Ž‹’”‘˜‡‡–ǡ͵ǦʹͳͲȂ͵Ǧʹͳ͵
’Š›•‹…ƒŽ‹˜‡–‘”›ǡʹǦͳͻͷ
’‹…Ǧ–‘ǦŽ‹‰Š–•›•–‡•ǡͳǦ͵ͳͲǡʹǦʹͷͺ
’‹‰‰›„ƒ…•‡”˜‹…‡ǡʹǦ͵Ͳͷ
’‹’‡Ž‹‡‹˜‡–‘”›ǡʹǦͳͷ͹ǡʹǦͳ͹ʹǡʹǦʹ͵͹
’‹’‡Ž‹‡ƒƒ‰‡‡–ǡʹǦͶͲͶ
’‹’‡Ž‹‡•ǡʹǦʹͺ͹ǡʹǦʹͻ͹ȂʹǦʹͻͻ
’Žƒ…‡‡–ǡƒ†ˆ‘—”•‘ˆƒ”‡–‹‰ǡͳǦͳͷ͵Ȃ
ͳǦͳͷ͸
’Žƒǡ†‘ǡ…Š‡…ǡƒ…–‹‘ȋȌ‘†‡ŽǡʹǦͳ͹ȂʹǦͳͻ
’Žƒ‡†‘”†‡””‡…‡‹’–•ǡʹǦͳͳͷ
’Žƒ‡†‘”†‡””‡Ž‡ƒ•‡•ǡʹǦͳͳͷǡʹǦͳ͵ͻ
’Žƒ‡†‘”†‡”•ǡʹǦͳͳ͵ȂʹǦͳͳͶ
’Žƒ‡†˜ƒŽ—‡ǡͳǦ͵ͷͲȂͳǦ͵ͷʹ
’Žƒ‹‰„‹ŽŽ•‘ˆƒ–‡”‹ƒŽǡͶȂʹǦ͹Ͷ
’Žƒ‹‰ǡ†ƒ–ƒ‹ǡͳǦʹͷ͵
’Žƒ‹‰†‡ƒ†ǡʹǦ͹ȂʹǦͳͲǡʹǦʹͶ
’Žƒ‹‰Š‘”‹œ‘ǡʹǦ͹ͲǡʹǦͳͷ͵
Žƒ‹‰ǡ‹’”‘Œ‡…–ƒƒ‰‡‡–ǡͳǦ͵ͶͳǡͳǦ
͵Ͷ͵ȂͳǦ͵Ͷͻ
’Žƒ‹‰–‹‡ˆ‡…‡ǡʹǦ͸͸
’Žƒ•ǡˆ‹ƒŽ‹œƒ–‹‘‘ˆǡʹǦʹͳ͹ȂʹǦʹͳͺ
’Žƒ–•ǡŽ‘…ƒ–‹‘‘ˆǡͳǦ͹͸
PMBOK̺GuideǡͳǦ͵͵ͻ
‘™Ž‡†‰‡”‡ƒ•ǡͳǦ͵͵ͻ
”‘…‡••
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’‘•–Ǧ‹’Ž‡‡–ƒ–‹‘”‡˜‹‡™‘ˆ’”‘Œ‡…–•ǡͳǦ
ʹͶͻȂʹǦͳͷͲ
’‘•–’‘‡‡–ǡͳǦʹͳͺȂͳǦʹͳͻǡʹǦʹ͵͹ǡʹǦʹͶ͵
’‘•–Ǧ•Š‹’‡–ƒƒŽ›•‹•ǡͳǦʹͺͺ
’‘™‡”†‹•–ƒ…‡ǡ͵Ǧͳͺ
’”‡ˆ‡””‡†…Šƒ‡Žǡ•‡‰‡–ƒ–‹‘„›ǡʹǦ͵ͷͻȂʹǦ
͵͸Ͳ
’”‡Ǧ‡‡–‹‰ǡʹǦͻͺ
’”‡’ƒ…ƒ‰‹‰ǡʹǦʹ͵ͻ
’”‡˜‡–‹˜‡ƒ…–‹‘ǡ‹”‡•’‘•‡–‘”‹•ǡ͵ǦͳͲ͸Ȃ
͵ǦͳͲͻ
’”‹…‡
…—””‡–ǡͳǦͳͳͺ
‡Žƒ•–‹…‹–›ǡͳǦͳͳͶȂͳǦͳͳ͸
ƒ†ˆ‘—”•‘ˆƒ”‡–‹‰ǡͳǦͳͷʹȂͳǦͳͷ͵
ƒ”‡–ǡͳǦͳͳͺ
’”‹…‹‰ǡͳǦͳͳ͵ǡͳǦͳͷ͵ǡʹǦͶͺͺ
’”‹ƒ”›•–ƒ‡Š‘Ž†‡”ǡͳǦ͸ʹ
’”‹…‹’Ž‡Ǧ„ƒ•‡†ƒ……‘—–‹‰ǡͳǦͳʹʹ
’”‹…‹’Ž‡†‡‰‘–‹ƒ–‹‘ǡʹǦͶ͹͵ȂʹǦͶ͹Ͷ
’”‹‘”‹–‹‡•
…‘–”‘ŽŽ‹‰ǡʹǦͳͳͳȂʹǦͳͳʹ
‹•—’’Ž›…Šƒ‹‡–™‘”†‡•‹‰ǡͳǦͳͻͲȂͳǦ
ͳͻͳ
’”‹˜ƒ–‡…ƒ””‹‡”•ǡʹǦʹ͸͸ȂʹǦʹ͸͹
’”‹˜ƒ–‡ˆŽ‡‡–ƒƒ‰‡‡–ǡͳǦʹͺ͸ȂͳǦʹͺ͹
’”‹˜ƒ–‡ƒ”‡–’Žƒ…‡•ǡʹǦͶͷͶȂʹǦͶͷ͸
’”‹˜ƒ–‡–”ƒ†‡‡š…Šƒ‰‡•ǡʹǦͶͷͶȂʹǦͶͷ͸
’”‹˜ƒ–‡™ƒ”‡Š‘—•‡•ǡʹǦʹ͸ͻ
’”‘ƒ…–‹˜‡‡ˆˆ‹…‹‡–•—’’Ž›…Šƒ‹ǡͳǦͺ͸
’”‘„ƒ„‹Ž‹–›ƒ†‹’ƒ…–ƒ••‡••‡–ǡˆ‘””‹•ǡ
͵ǦͻʹȂ͵ǦͻͶ
’”‘„ƒ„‹Ž‹–›†‹•–”‹„—–‹‘•ǡ͵Ǧͻ͸Ȃ͵Ǧͻ͹
’”‘„Ž‡”‡•‘Ž—–‹‘…Šƒ‡Ž•‹…‘–”ƒ…–•ǡʹǦ
ͶͻͲ
’”‘…‡••ƒƒŽ›•‹•‹…‘–‹—‘—•‹’”‘˜‡‡–
‘†‡Žǡ͵ǦʹͲͻǡ͵Ǧʹͳ͸Ȃ͵Ǧʹͳ͹
’”‘…‡••ƒ••‡••‡–‹…‘–‹—‘—•
‹’”‘˜‡‡–‘†‡Žǡ͵ǦʹͲͻ
’”‘…‡••„‡…Šƒ”‹‰ǡ͵Ǧʹͳͻ
1-396 Version 4.0, 2016 Edition
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’”‘…‡••†‡•‹‰ǡƒ†•—•–ƒ‹ƒ„‹Ž‹–›ǡͳǦ͹͸
’”‘…‡••†‡…‹•‹‘’”‘‰”ƒ…Šƒ”–ǡ͵Ǧʹ͵Ͳ
’”‘…‡••†‡…‹•‹‘•ǡͳǦͳͺͳ
’”‘…‡••‹’”‘˜‡‡–ǡ͵Ǧʹͳ͵Ȃ͵ǦʹʹͲ
’”‘…‡••ƒ’’‹‰ǡ͵ǦʹʹͲǡ͵ǦʹʹͳȂ͵Ǧʹʹʹ
’”‘…‡••”‹•ǡ͵Ǧ͹ͳǡ͵Ǧͺͺǡ͵Ǧͺͻǡ͵ǦͳͳʹȂ͵Ǧͳͳ͵
’”‘…‡••˜ƒŽ—‡•—’’Ž›…Šƒ‹ǡͳǦʹͷͲǡͳǦʹͷͳ
’”‘…‡••Ǧ‘”‹‡–‡†‹††Ž‡™ƒ”‡ǡͳǦʹͻʹȂͳǦʹͻ͵
’”‘…—”‡‡–Š‹•–‘”›ǡʹǦͶͶͺ
’”‘†—…‡”ǡ‹„ƒ•‹…•—’’Ž›…Šƒ‹ǡͳǦ͵ͺ
’”‘†—…–ǡƒ†ˆ‘—”•‘ˆƒ”‡–‹‰ǡͳǦͳͷͳȂͳǦ
ͳͷʹ
’”‘†—…–…‘•–•ǡͳǦͳʹͺ
’”‘†—…–†‡…‹•‹‘•ǡͳǦͳͷʹ
’”‘†—…–†‡•‹‰ǡͳǦʹͲʹȂͳǦʹͲͶ
…‘ŽŽƒ„‘”ƒ–‹˜‡’”‘…‡••ǡͳǦʹͲͷȂͳǦʹͲ͸
…‘’‘‡–…‘‘ƒŽ‹–›ǡͳǦʹͲͻ
…‘…—””‡–‡‰‹‡‡”‹‰ǡͳǦʹͳʹ
…—•–‘‹œƒ–‹‘ǡͳǦʹͳ͹ȂͳǦʹʹͳ
ˆ‘”–Š‡‡˜‹”‘‡–ǡͳǦʹʹͳȂͳǦʹʹ͵
ˆ‘”‡š…‡ŽŽ‡…‡ǡͳǦʹͲͺ
‰Ž‘…ƒŽ‹œƒ–‹‘ǡͳǦʹͳͻȂͳǦʹʹͳ
ˆ‘”Ž‘‰‹•–‹…•ǡͳǦʹͲ͸ȂͳǦʹͲͺ
ˆ‘”ƒ‹–ƒ‹ƒ„‹Ž‹–›ǡͳǦʹͳͶȂͳǦʹͳͷ
ˆ‘”ƒ—ˆƒ…–—”ƒ„‹Ž‹–›ǡͳǦʹͳ͵
ˆ‘”ƒ—ˆƒ…–—”‡ƒ†ƒ••‡„Ž›ǡͳǦʹͳʹȂͳǦ
ʹͳͶ
ƒ••…—•–‘‹œƒ–‹‘ǡͳǦʹͳ͹ȂͳǦʹͳͺ
‘†—Žƒ”‹œƒ–‹‘ǡͳǦʹͳͲȂͳǦʹͳͳ
‘˜‡”Ǧ–Š‡Ǧ™ƒŽŽ’”‘…‡••ǡͳǦʹͲͶȂͳǦʹͲͷ
’‘•–’‘‡‡–ǡͳǦʹͳͺȂͳǦʹͳͻǡʹǦʹͶ͵
ˆ‘”“—ƒŽ‹–›ǡͳǦʹͳͷȂͳǦʹͳ͹
Cumulative Course Index
’”‘†—…–ǡˆ—…–‹‘ƒŽǡͳǦʹ͵
’”‘†—…–ǡ‹‘˜ƒ–‹˜‡ǡͳǦʹ͵ȂͳǦʹͶ
’”‘†—…–Ž‹ˆ‡…›…Ž‡ǡͳǦͳͲͲǡͳǦͳ͸ͳȂͳǦͳ͸ʹǡʹǦ
͵ͺ͵ȂʹǦ͵ͺ͸
’”‘†—…–‘˜‡‡–ǡʹǦʹ͹ͳȂʹǦʹ͹Ͷ
’”‘†—…–“—ƒŽ‹–›ǡʹǦ͵ͻͷ
’”‘†—…–”‡˜‹‡™‡‡–‹‰•ǡʹǦͻͶȂʹǦͻͷ
’”‘†—…–ǡ•‡ƒ•‘ƒŽǡͳǦʹͷ
’”‘†—…–Ȁ•‡”˜‹…‡†‹ˆˆ‡”‡–‹ƒ–‹‘•–”ƒ–‡‰›ǡͳǦ
ͳͲȂͳͳ
’”‘†—…–ǡ•–ƒ†ƒ”†‹œ‡†ǡͳǦʹͲͻ
’”‘†—…–•—’’‘”–ǡ͵Ǧͳͷʹ
’”‘†—…––”ƒ…‡ƒ„‹Ž‹–›ǡ͵Ǧͳ͵͹Ȃ͵Ǧͳ͵ͺ
’”‘†—…–˜ƒ”‹‡–›ǡʹǦͳͷ͵ǡʹǦʹͺʹ
’”‘†—…–‹˜‹–›ǡ͵Ǧͳ͸͵
’”‘†—…–‹˜‹–›‡–”‹…•ǡ͵Ǧͳ͸͵
’”‘†—…–Ǧ–›’‡Ǧ†”‹˜‡‡–‡”’”‹•‡•ǡͳǦʹ͵ȂͳǦʹͷ
’”‘†—…–‹‘
ƒ…–‹˜‹–›…‘–”‘ŽǡʹǦͻͳǡʹǦͳͶͳȂʹǦͳͶͶ
Ž‡ƒ†–‹‡ǡʹǦͳͶͲ
’ŽƒǡʹǦͻͳ
’”‘ˆ‹–ǡͳǦͳʹͺ
ƒ”‰‹ǡͳǦͳʹͺ
‡–”‹…•ǡ͵ǦͳͷͶ
’”‘ˆ‹–ƒ„‹Ž‹–›”ƒ–‹‘•ǡ͵Ǧͳͷͺ
’”‘ˆ‹–ƒ„Ž‡Ǧ–‘Ǧ’”‘‹•‡ǡͳǦʹ͹ͺ
’”‘Š‹„‹–‡†‰‘‘†•ǡ͵Ǧͳ͵ͳȂ͵Ǧͳ͵ʹ
’”‘Œ‡…–ƒƒ‰‡‡–ǡͳǦ͵͵ʹǡͳǦ͵͵ͶȂͳǦ͵͵ͺ
Ž‘•‹‰ǡͳǦ͵ͶͳǡͳǦ͵ͷʹ
–‡”’”‹•‡˜‹”‘‡–ƒŽ ƒ…–‘”•ǡͳǦ
͵ͶͲȂͳǦ͵Ͷͳ
š‡…—–‹‰ǡͳǦ͵ͶͳǡͳǦ͵Ͷͻ
”‡ˆ‹‹‰ǡͳǦͳͶͺȂͳǦͳͶͻ ‹–‹ƒ–‹‰ǡͳǦ͵ͶͳǡͳǦ͵Ͷʹ
ˆ‘””‡ƒ—ˆƒ…–—”‡ǡͳǦʹʹ͵ȂͳǦʹʹͶ ‹’—–•ǡ–‘‘Ž•ƒ†–‡…Š‹“—‡•ǡƒ†‘—–’—–•
ˆ‘””‡˜‡”•‡Ž‘‰‹•–‹…•ǡͳǦʹʹ͵ ‘†‡ŽȋȌ‘†‡ŽǡͳǦ͵ͶͲ
ˆ‘”•‡”˜‹…‡ǡͳǦʹͳͶȂͳǦʹͳͷ ‘‹–‘”‹‰ƒ†‘–”‘ŽŽ‹‰ǡͳǦ͵ͶͳǡͳǦ
•‹’Ž‹ˆ‹…ƒ–‹‘ǡͳǦʹͳʹȂͳǦʹͳͷ ͵ͶͻȂͳǦ͵ͷʹ
ˆ‘”•‹š•‹‰ƒǡͳǦʹͳ͸ ”‰ƒ‹œƒ–‹‘ƒŽ”‘…‡••••‡–•ǡͳǦ͵Ͷͳ
•–ƒ†ƒ”†‹œƒ–‹‘ǡͳǦʹͲͺȂͳǦʹͳͲ ’ŽƒǡͳǦ͵Ͷ͵ȂͳǦ͵ͶͶ
ˆ‘”•—’’Ž›…Šƒ‹ǡͳǦʹͲ͸ Žƒ‹‰ǡͳǦ͵ͶͳǡͳǦ͵Ͷ͵ȂͳǦ͵Ͷͻ
ƒ†•—•–ƒ‹ƒ„‹Ž‹–›ǡͳǦ͹͸ǡͳǦʹʹͳȂͳǦʹʹͶ PMBOK̺Guide‘™Ž‡†‰‡”‡ƒ•ǡͳǦ͵͵ͻ
—‹˜‡”•ƒŽ‹–›ǡͳǦʹͳͲ PMBOK̺Guide”‘…‡••
”‘—’•ǡͳǦ͵ͶͳȂͳǦ
’”‘†—…–†‡˜‡Ž‘’‡– ͵ͷʹ
ƒ†…—•–‘‡””‡Žƒ–‹‘•Š‹’ƒƒ‰‡‡–ǡ ’”‘…‡••‡•‹ǡͳǦ͵ͶͲ
ʹǦ͵ͺ͵ȂʹǦ͵ͺͶ See also’”‘Œ‡…–•
ƒ††‡ƒ†ƒƒ‰‡‡–ǡʹǦ͹͹ ’”‘…‡••’Žƒ‹‰ǡ͵ǦʹͲͻ
’”‘†—…–†‹ˆˆ‡”‡–‹ƒ–‹‘ǡͳǦͳͲȂͳǦͳͳǡͳǦʹͳͺ ’”‘Œ‡…–ȋ•ȌǡͳǦ͵͵ʹȂͳǦ͵͵Ͷ
’”‘†—…–ˆƒ‹Ž‹‡•ǡʹǦͳͲ͵ǡʹǦͳͲͶ „—†‰‡–ǡͳǦ͵ͶͺȂͳǦ͵Ͷͺ
’”‘†—…–ǡˆƒ•Š‹‘ǡͳǦʹͷ …Šƒ”–‡”ǡͳǦ͵Ͷʹ
’”‘†—…–ˆŽ‘™•ǡͳǦͳͺ͵ȂͳǦͳͺͶǡʹǦͷͲͶ …›…Ž‡•ǡͳǦ͵͵ͺ

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ƒƒ‰‡”•ǡͳǦ͵͵͸ȂͳǦ͵͵ͺ
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•…‘’‡ǡͳǦ͵ͶͶ
’”‘Œ‡…–‡†ƒ˜ƒ‹Žƒ„Ž‡„ƒŽƒ…‡ǡʹǦ͹ͲȂʹǦ͹ͳǡʹǦͳͲͻ
’”‘‘–‹‘ǡƒ†ˆ‘—”•‘ˆƒ”‡–‹‰ǡͳǦͳͷ͸Ȃ
ͳǦͳͷͻ
’”‘•’‡…–‹˜‡…—•–‘‡”•ǡʹǦ͵ͻͳ
’•›…Š‘Ž‘‰‹…ƒŽ’”‘ˆ‹Ž‡ǡ•‡‰‡–ƒ–‹‘„›ǡʹǦ͵ͺͺ
 ȋ’Žƒ‹‰–‹‡ˆ‡…‡ȌǡʹǦ͸͸
ȋ’”‘ˆ‹–ƒ„Ž‡Ǧ–‘Ǧ’”‘‹•‡ȌǡͳǦʹ͹ͺ
ȋ’”‹˜ƒ–‡–”ƒ†‡‡š…Šƒ‰‡•ȌǡʹǦͶͷͶȂʹǦͶͷ͸
’—„Ž‹……ƒ””‹‡”•ǡʹǦʹ͸ͷȂʹǦʹ͸͸
’—„Ž‹…ƒ”‡–’Žƒ…‡•ǡʹǦͶͷͶ
’—„Ž‹…–”ƒ†‡‡š…Šƒ‰‡•ǡʹǦͶͷͶ
’—„Ž‹…™ƒ”‡Š‘—•‡•ǡʹǦʹ͸ͻȂʹǦʹ͹Ͳ
’—ŽŽ•›•–‡•ǡͳǦʹͲȂͳǦʹʹ
‹†‹•–”‹„—–‹‘ǡʹǦͳʹ͸ȂʹǦͳʹ͹ǡʹǦͳʹͻȂʹǦ
ͳ͵ͲǡʹǦͳͶ͵ȂʹǦͳͶͶ
ƒ†
—•–Ǧ‹Ǧ‹‡ǡ͵ǦʹͷͲ ”‡…‡‹˜‡”ǡ‹…‘—‹…ƒ–‹‘ǡͳǦ͵ʹͶ
’—”…Šƒ•‡’”‹…‡Ȁ’”‘†—…–‹‘…‘•–•ǡʹǦʹͲ͵
’—”…Šƒ•‹‰’Žƒ‹‰ǡʹǦͶͶͺ
’—•Šȋˆ‘”‡…ƒ•–Ǧ†”‹˜‡Ȍ•›•–‡•ǡͳǦʹͲȂͳǦʹʹǡʹǦ
ͳʹ͸ǡʹǦͳʹ͹ǡʹǦͳʹͻȂʹǦͳ͵Ͳ
‘‘†•ǡ͵Ǧ͵ͳ
’—–Ǧƒ™ƒ›ǡʹǦͳͶͲǡʹǦʹ͵ͻ
ȋ’Žƒ‡†˜ƒŽ—‡ȌǡͳǦ͵ͷͲȂͳǦ͵ͷʹ
’›”ƒ‹†ˆ‘”‡…ƒ•–‹‰ǡʹǦ͵ͷȂʹǦ͵͸
Q, R
 ȋ“—ƒŽ‹–›ˆ—…–‹‘†‡’Ž‘›‡–ȌǡͳǦʹͳ͸ȂͳǦ
ʹͳ͹
ȋ“—‹…”‡•’‘•‡Ȍ’”‘‰”ƒǡʹǦͶͺͲ
“—ƒŽ‹–ƒ–‹˜‡ƒ’’”‘ƒ…Š‡•–‘ˆ‘”‡…ƒ•–‹‰
†‡ƒ†ǡʹǦ͵ͶȂʹǦ͵͹
“—ƒŽ‹–ƒ–‹˜‡”‹•ƒƒŽ›•‹•ǡ͵ǦͺͶȂ͵Ǧͻͷ
“—ƒŽ‹–›ǡͳǦʹͳͷǡʹǦͳͲͳǡ͵ǦʹͲͺ
ƒ••—”ƒ…‡ǡ‹…‘–”ƒ…–•ǡʹǦͶͺͻ
†‡•‹‰ˆ‘”ǡͳǦʹͳͷȂͳǦʹͳ͹
ˆ—…–‹‘†‡’Ž‘›‡–ȋ ȌǡͳǦʹͳ͸ȂͳǦʹͳ͹
‡–”‹…•ǡ͵Ǧͳ͸ʹȂ͵Ǧͳ͸͵
‘ˆ’”‘†—…–•Ȁ•‡”˜‹…‡•ǡͳǦ͹ͳȂͳǦ͹ʹǡʹǦ͵ͻͷ
–‘‘Ž•ǡ͵ǦʹʹͲȂ͵Ǧʹ͵͵
See also…‘–‹—‘—•‹’”‘˜‡‡–
“—ƒ–‹–ƒ–‹˜‡ƒ’’”‘ƒ…Š‡•–‘ˆ‘”‡…ƒ•–‹‰
†‡ƒ†ǡʹǦ͵ͶǡʹǦ͵ͺȂʹǦͷͶ
“—ƒ–‹–ƒ–‹˜‡”‹•ƒƒŽ›•‹•ǡ͵ǦͻͷȂ͵ǦͳͲͳ
“—‡—‡–‹‡ǡʹǦͳͶͲ
© 2016 APICS
All rights reserved
“—‹…”‡•’‘•‡’”‘‰”ƒǡʹǦͶͺͲ
“—‘–ƒ–‹‘ƒƒ‰‡‡–ǡʹǦͶͲͷ
”ƒ†‹‘ˆ”‡“—‡…›†‡˜‹…‡•ǡͳǦ͵Ͳͻ
”ƒ†‹‘ˆ”‡“—‡…›‹†‡–‹ˆ‹…ƒ–‹‘ǡͳǦ͵ͳ͵ȂͳǦ͵ͳ͹ǡ
ʹǦʹ͸͵
”ƒ‹Ž–”ƒ•’‘”–ǡʹǦʹͺ͹ȂʹǦʹͻͳ
”ƒ†‘˜ƒ”‹ƒ–‹‘ǡʹǦ͵ʹǡʹǦ͵͵ǡʹǦͶͳǡʹǦͷ͸
”ƒ†‘ǦŽ‘…ƒ–‹‘•–‘”ƒ‰‡ǡʹǦͳͻʹȂʹǦͳͻ͵ǡʹǦ
ʹͷͳ
”ƒ’‹†”‡’Ž‡‹•Š‡–ǡʹǦͶͺͲȂʹǦͶͺͳ
”ƒ–‡ǡͳǦͳͳͻ
”ƒ–‡†…ƒ’ƒ…‹–›ǡ͵Ǧͳͻ͹
”ƒ–‹‘•ǡˆ‹ƒ…‹ƒŽ•–ƒ–‡‡–ǡ͵Ǧͳͷ͹Ȃ͵Ǧͳͷͻ
”ƒ™ƒ–‡”‹ƒŽ•‹˜‡–‘”›ǡʹǦͳͷ͸
ȋ”‘—‰ŠǦ…—–…ƒ’ƒ…‹–›’Žƒ‹‰ȌǡʹǦͳͳͳȂʹǦ
ͳͳʹǡʹǦͳ͵͸ȂʹǦͳ͵ͺ
ȋ”ƒ†‹‘†ƒ–ƒ–‡”‹ƒŽȌǡͳǦ͵ͳͲ
”‡ƒ…–‹˜‡‡ˆˆ‹…‹‡–•—’’Ž›…Šƒ‹ǡͳǦͺͷ
”‡ƒ…–‹˜‡•—’’Ž›…Šƒ‹ǡͳǦͺͷ
”‡ƒŽ‰”‘••†‘‡•–‹…’”‘†—…–ǡͳǦͳͲͺ
”‡ƒŽǦ–‹‡†ƒ–ƒǡͳǦ͵Ͳʹǡ͵Ǧͳͷ͵
”‡…‡‹˜‹‰ǡʹǦʹ͵ͻ
”‡…‡••‹‘ǡͳǦͳͲ͸ȂͳǦͳͲͺǡͳǦͳͳʹ
‡…‘‡†ƒ–‹‘•‘–Š‡”ƒ•’‘”–‘ˆ
ƒ‰‡”‘—•
”‡…‘˜‡”›‘ˆ‡‡”‰›ǡʹǦͷͳ͹
”‡…›…Ž‹‰ǡʹǦͷͳ͹
”‡‰‹‘ƒŽƒ••‡–ˆ‘‘–’”‹–ǡͳǦ͵Ͳ
”‡‰—Žƒ–‘”›…‘’Ž‹ƒ…‡ǡ͵ǦʹͻȂ͵Ǧ͵͵ǡ͵Ǧͳ͵ͶȂ͵Ǧ
ͳ͵͹
”‡Žƒ–‹‘ƒŽ†ƒ–ƒ„ƒ•‡•ǡͳǦʹͻͻȂͳǦ͵ͲͲ
”‡Žƒ–‹‘•Š‹’„—‹Ž†‹‰ǡʹǦ͵͹͵ȂʹǦ͵͹ͷ
”‡Žƒ–‹‘•Š‹’†‹ƒ‰”ƒǡ͵Ǧʹ͵ͲȂ͵Ǧʹ͵ͳ
”‡Žƒ–‹‘•Š‹’ƒƒ‰‡‡–ǡʹǦ͵ͷͳǤSee also
…—•–‘‡””‡Žƒ–‹‘•Š‹’ƒƒ‰‡‡–Ǣ
•—’’Ž‹‡””‡Žƒ–‹‘•Š‹’ƒƒ‰‡‡–
”‡Ž‡ƒ•‡†‘”†‡”•ǡʹǦͳͳͶ
”‡Ž‹ƒ„‹Ž‹–›‡–”‹…ǡ͵ǦͳͺͷȂ͵Ǧͳͺ͸
”‡ƒ—ˆƒ…–—”‡ǡ†‡•‹‰ˆ‘”ǡͳǦʹʹ͵ȂͳǦʹʹͶ
”‡’‡ƒ–’—”…Šƒ•‡•ǡ͵Ǧͳͷʹ
”‡’Ž‡‹•Š‡–Ž‡ƒ†–‹‡ǡʹǦͳͷ͵
”‡“—‹”‡‡–•ǡ‘’–‹‹œƒ–‹‘‘ˆǡͳǦʹ͹͹
”‡•‹Ž‹‡…‡‘ˆ•—’’Ž›…Šƒ‹ǡͳǦʹͲͳȂͳǦʹͲʹ
”‡•‘—”…‡ƒŽŽ‘…ƒ–‹‘ǡͳǦʹ͹ͺ
”‡•‘—”…‡ƒƒ‰‡‡–ǡͳǦʹ͹͹ǡʹǦͳ͵͸
”‡•‘—”…‡’Žƒ‹‰ǡʹǦͻʹǡʹǦͳ͵͵ȂʹǦͳ͵͸
”‡•‘—”…‡’”‘ˆ‹Ž‡ǡʹǦͳ͵Ͷ
”‡•‘—”…‡”‡“—‹”‡‡–•’Žƒ‹‰ǡʹǦͳ͵͵ȂʹǦ
ͳ͵͸
1-398 Version 4.0, 2016 Edition
Printed on 100% post-consumer waste recycled paper.
 Cumulative Course Index

”‡•‘—”…‡—•‡ ”‹•ȋcontinuedȌ
‡ˆˆ‡…–‹˜‡ǡͳǦͺͲ …ƒ–‡‰‘”‹œƒ–‹‘ǡ͵ǦͺͷȂ͵Ǧͻͳ
‡ˆˆ‹…‹‡–ǡͳǦͺͲȂͳǦͺͳ …Š‡…Ž‹•–•ǡ͵Ǧ͹ͷ
”‡†—…‹‰ǡʹǦͷͳͷȂʹǦͷͳ͸ …‘–‹‰‡–ƒ…–‹‘ǡ͵ǦͳͲ͸Ȃ͵ǦͳͲͺ
”‡•‘—”…‡•ǡ„‹ŽŽ‘ˆǡʹǦͳ͵͹ …‘””‡…–‹˜‡ƒ…–‹‘ǡ͵ǦͳͲ͸Ȃ͵ǦͳͲͺ
”‡•’‘•‡ …‘•–•ǡʹǦͳ͸ͳ
ƒ……—”ƒ…›ǡ͵Ǧͳͷʹ …‘—–‡”’ƒ”–›ǡʹǦ͵ͳ͵ȂʹǦ͵ͳͶ
ƒƒ‰‡‡–ǡʹǦͶͲ͹ …—””‡…›‡š…Šƒ‰‡ǡʹǦ͵ͳͶǡʹǦ͵ͳͷ
–‘‹“—‹”‹‡•ǡ͵ǦͳͷʹǡʹǦ͵ͻͶ †ƒ–ƒ“—ƒŽ‹–›ƒ••‡••‡–ǡ͵ǦͻͶȂ͵Ǧͻͷ
”‡•’‘•‹˜‡‡••ǡͳǦͳʹȂͳǦͳ͵ †‡ˆ‹‹–‹‘ǡ͵Ǧ͹͸
„ƒŽƒ…‹‰™‹–Š‡ˆˆ‹…‹‡…›ǡͳǦͳͻͺȂͳǦʹͲʹ †‡ƒ†ǡ͵Ǧ͹ͳǡ͵Ǧͺ͹Ȃ͵Ǧͺͺǡ͵ǦͳͳͲȂ͵Ǧͳͳʹ
‡–”‹…ǡ͵Ǧͳͺ͸ †‹ƒ‰”ƒ‹‰ǡ͵Ǧ͹ͷ
‡•–”‹…–‹‘‘ˆƒœƒ”†‘—•—„•–ƒ…‡•ȋ‘•Ȍ ‡˜‹”‘‡–ƒŽǡ͵Ǧ͹ͳǡ͵Ǧͺͺǡ͵ǦͻͲǡ͵Ǧͳͳ͵
†‹”‡…–‹˜‡ǡʹǦͷʹͲ ˆ‹ƒ…‹ƒŽǡ͵ǦͻͲȂ͵Ǧͻͳǡ͵ǦͳͳͷȂ͵Ǧͳͳ͸
”‡–ƒ‹Ž…—•–‘‡”•ǡʹǦ͵ͺͻ ˆ”ƒ‡™‘”•ǡ͵Ǧͳ͸ͺȂ͵Ǧͳ͵ͻ
”‡–ƒ‹Ž†‡Ž‹˜‡”›’ƒ––‡”ǡʹǦ͵Ͳ͹ Šƒœƒ”†ǡ͵ǦͻͲǡ͵Ǧͳͳ͵Ȃ͵ǦͳͳͶ
”‡–ƒ‹Ž’Žƒ…‡‡–ǡͳǦͳͷͶ ‹†‡–‹ˆ‹…ƒ–‹‘ǡ͵Ǧ͹ͶȂ͵Ǧ͹͹
”‡–—”‘ƒ••‡–•ǡͳǦ͹Ͳǡ͵Ǧͳ͸ͲȂ͵Ǧͳ͸ͳ ‹˜‡–‘”›ǡʹǦͳ͸ͷ
”‡–—”‘‹˜‡•–‡–ǡͳǦ͹ͲǡͳǦʹͶ͹ǡͳǦʹ͸ͳ ‘™ǡ͵Ǧ͹ʹ
”‡–—”‘•—’’Ž›…Šƒ‹ˆ‹š‡†ƒ••‡–•ǡ͵Ǧͳͻʹ Ž‹–‹‰ƒ–‹‘ǡ͵Ǧͺͳǡ͵Ǧͻͳǡ͵ǦͳʹͳȂ͵Ǧͳʹʹ
”‡–—”‘™‘”‹‰…ƒ’‹–ƒŽǡ͵ǦͳͻʹȂ͵Ǧͳͻ͵ ‘ˆŽ‘••ǡ͵Ǧ͹ͺȂ͵Ǧͺͳ
”‡–—”•ǡʹǦͷͲͷȂʹǦͷͲ͸ ƒƒ‰‡‡–‘ˆǡͳǦͷʹȂͳǦͷ͵ǡʹǦʹʹʹȂʹǦʹʹ͵ǡ
”‡—•‡ǡʹǦͷͳ͸ȂʹǦͷͳ͹ ͵Ǧ͸ͺȂ͵Ǧ͹Ͷǡ͵ǦͳʹͷȂ͵Ǧͳʹ͸
”‡˜‡—‡‘†‡ŽǡͳǦ͵ͲǡͳǦͺͶ ƒƒ‰‡”•ǡ͵Ǧ͹Ͳ
”‡˜‡”•‡ƒ—…–‹‘•ǡʹǦͶͷ͸ ƒŽˆ‡ƒ•ƒ…‡ǡ͵Ǧ͹ͺȂ͵ǦͺͲǡ͵Ǧͻͳǡ͵Ǧͳͳ͸Ȃ͵Ǧ
”‡˜‡”•‡…ƒ•ŠˆŽ‘™•ǡʹǦͷͲͶ ͳʹͳ
”‡˜‡”•‡‹ˆ‘”ƒ–‹‘ˆŽ‘™•ǡʹǦͷͲͶ ‹–‹‰ƒ–‹‘‘ˆǡ͵ǦͳͲͷ
”‡˜‡”•‡‹‘˜ƒ–‹‘ǡͳǦʹʹͲȂͳǦʹʹͳ ’‘‘Ž‹‰ǡʹǦʹ͵ͺȂʹǦʹ͵ͻ
”‡˜‡”•‡Ž‘‰‹•–‹…•ǡͳǦͳ͸ʹǡ͵Ǧ͵ͶǡʹǦͶͻ͹ǡʹǦͶͻͻȂ ’”‡˜‡–‹˜‡ƒ…–‹‘ǡ͵ǦͳͲ͸Ȃ͵ǦͳͲͻ
ʹǦͷͲ͵ ’”‘„ƒ„‹Ž‹–›ƒ†‹’ƒ…–ƒ••‡••‡–ǡ͵ǦͻʹȂ
„‡‡ˆ‹–•ǡʹǦͷͲͻȂʹǦͷͳͲ ͵ǦͻͶ
…‘•–•ǡʹǦͷͳͲȂʹǦͷͳͳ ’”‘…‡••ǡ͵Ǧ͹ͳǡ͵Ǧͺͺǡ͵Ǧͺͻǡ͵ǦͳͳʹȂ͵Ǧͳͳ͵
†‡•‹‰ǡʹǦͷͲ͵ȂʹǦͷͲͻ ”ƒ–‹‰ǡ͵Ǧͻʹ
†‡•‹‰ˆ‘”ǡͳǦʹʹ͵ ”‡†—…–‹‘ǡʹǦʹͳͻȂʹǦʹʹͲ
‘–‹˜ƒ–‹‰ˆƒ…–‘”•ǡʹǦͷͲͳȂʹǦͷͲ͵ ”‡‰‹•–‡”ǡ͵Ǧ͹͸Ȃ͵Ǧ͹͹
’ƒ…ƒ‰‹‰ˆ‘”ǡ͵Ǧ͹ ”‡•’‘•‡’ŽƒȀ’Žƒ‹‰ǡͳǦͷʹȂͳǦͷ͵ǡ͵Ǧ
•–”ƒ–‡‰›ǡʹǦͷͲ͵ȂʹǦͷͲͻ ͳͲͷȂ͵ǦͳͲͻǡ͵ǦͳʹͶȂ͵Ǧͳʹͷ
™ƒ•–‡ǡʹǦͷͳͷȂʹǦͷʹͲ ”‡•’‘•‡•ǡ͵ǦͳͲͶȂ͵ǦͳͲͻ
”‡˜‡”•‡’”‘†—…–ˆŽ‘™•ǡʹǦͷͲͶ •‡…—”‹–›ƒ†”‡‰—Žƒ–‘”›…‘…‡”•ǡ͵ǦͳʹͻȂ
”‡˜‡”•‡•—’’Ž›…Šƒ‹ǡͳǦ͹ͶǡͳǦͳ͸ʹȂͳǦͳ͸͵ǡͳǦ ͵Ǧͳ͵͸
ͳͺ͵ȂͳǦͳͺͶǡʹǦͶͻͻ •–ƒ†ƒ”†•ǡ͵Ǧͳ͵ͺȂ͵ǦͳͶ͵
 ȋ”ƒ†‹‘ˆ”‡“—‡…›Ȍ†‡˜‹…‡•ǡͳǦ͵Ͳͻ •—’’Ž›ǡ͵Ǧ͹ͳǡ͵Ǧͺ͹ǡ͵ǦͳͲͻȂ͵ǦͳͳͲ
 ȋ”ƒ†‹‘ˆ”‡“—‡…›‹†‡–‹ˆ‹…ƒ–‹‘ȌǡͳǦ͵ͳ͵Ȃ •—’’Ž›…Šƒ‹ǡͳǦͷʹȂͳǦͷ͵ǡ͵Ǧ͸͵Ȃ͵Ǧ͸ͷǡ͵Ǧ
ͳǦ͵ͳ͹ǡʹǦʹ͸͵ ͹ͺȂ͵Ǧͺͳǡ͵Ǧͺ͸Ȃ͵Ǧͻͳ
”‹•ǡͳǦͷʹȂͳǦͷ͵ –‡…Š‘Ž‘‰›ǡͳǦʹͶͻ
ƒ……‡’–ƒ…‡‘ˆǡ͵ǦͳͲͷ –Š”‡•Š‘Ž†ǡ͵Ǧ͹ʹǡ͵Ǧ͹͵
ƒ••‡••‡–ȀƒƒŽ›•‹•ǡʹǦʹͳ͸ǡ͵ǦͺͶȂ͵ǦͳͲͳ –‘Ž‡”ƒ…‡ǡ͵Ǧ͹ʹǡ͵Ǧ͹͵
ƒ’’‡–‹–‡ǡ͵Ǧ͹ʹȂ͵Ǧ͹͵ –”ƒ•ˆ‡”‘ˆǡ͵ǦͳͲͷ
ƒ˜‘‹†ƒ…‡‘ˆǡ͵ǦͳͲͷ —‘™ǡ͵Ǧ͹ʹ
„ƒ”—’–…›ǡ͵ǦͳͷͺȂ͵Ǧͳͷͻ —”‰‡…›ƒ••‡••‡–ǡ͵ǦͻͶ

© 2016 APICS 1-399 Version 4.0, 2016 Edition

All rights reserved Printed on 100% post-consumer waste recycled paper.
APICS CSCP Learning System

ȋ”‡–—”‘ƒ••‡–•ȌǡͳǦ͹Ͳǡ͵Ǧͳ͸ͲȂ͵Ǧͳ͸ͳ •‡ƒ•‘ƒŽ‹†‡šǡʹǦͷͲȂʹǦͷ͵
”‘ƒ†”ƒ‹Ž‡”ǡʹǦ͵Ͳͷ •‡ƒ•‘ƒŽ’”‘†—…–•ǡͳǦʹͷ
”‘„‘–‹…•ǡʹǦʹͷͻǡʹǦʹ͸ʹ •‡ƒ•‘ƒŽ‹–›ǡʹǦ͵ʹȂʹǦ͵͵ǡʹǦͶͳǡʹǦͶͷ
‘•ȋ‡•–”‹…–‹‘‘ˆƒœƒ”†‘—•—„•–ƒ…‡•Ȍ •‡…—”‹–›
†‹”‡…–‹˜‡ǡʹǦͷʹͲ ’ƒ”–‡”•Š‹’•ǡ͵Ǧͳ͵ʹȂ͵Ǧͳ͵Ͷ
ȋ”‡–—”‘‹˜‡•–‡–ȌǡͳǦ͹ͲǡͳǦʹͶ͹ǡͳǦ
ʹ͸ͳ
”‘‘–Ǧ…ƒ—•‡ƒƒŽ›•‹•ǡ͵Ǧ͹ͷǡ͵Ǧʹͳ͹
”‘—‰Š”‹†‡ǡ’ƒ…ƒ‰‹‰ˆ‘”ǡ͵Ǧ͸
”‘—‰ŠǦ…—–…ƒ’ƒ…‹–›’Žƒ‹‰ǡʹǦͳͳͳȂʹǦͳͳʹǡʹǦ
ͳ͵͸ȂʹǦͳ͵ͺ
”‘—–‹‰ǡͳǦʹͺ͸ȂͳǦʹͺ͹
”‘—–‹‰ˆ‹Ž‡ǡʹǦͳͳͺȂʹǦͳͳͻǡʹǦͳ͵ͻ
”—Ž‡•Ǧ„ƒ•‡†ƒ……‘—–‹‰ǡͳǦͳʹͶ
”—–‹‡ǡʹǦͳͶͲ
S ƒ”‡–ǡʹǦ͵ͷ͸ȂʹǦ͵ͷ͹
ͺͲͲͲȋ‘…‹ƒŽ……‘—–ƒ„‹Ž‹–›ͺͲͲͲȌ
•–ƒ†ƒ”†ǡ͵ǦͶ͹Ȃ͵ǦͶͺǡ͵Ǧͷͻ
ƒƒȋ•‘ˆ–™ƒ”‡ƒ•ƒ•‡”˜‹…‡ȌǡͳǦʹͷ͸ǡͳǦʹͷͺǡʹǦ
ͶͲ͹
ƬǤSee•ƒŽ‡•ƒ†‘’‡”ƒ–‹‘•’Žƒ‹‰
•ƒˆ‡–›ˆƒ…–‘”ǡʹǦͷͻǡʹǦ͸Ͳ
•ƒˆ‡–›Ž‡ƒ†–‹‡ǡʹǦͳͻͲȂʹǦͳͻͳ
•ƒˆ‡–›•–‘…ǡʹǦͷͻǡʹǦͳͳͻǡʹǦͳͷͺǡʹǦͳͺ͹ȂʹǦͳͻͲ
•ƒŽ‡•ƒƒŽ›•‹•ǡͳǦͳ͵Ͷ
•ƒŽ‡•ǡƒ††‡ƒ†ƒƒ‰‡‡–ǡʹǦ͹ͺȂʹǦ͹ͻ
•ƒŽ‡•…Šƒ‡Ž•ǡͳǦʹ͹
•ƒŽ‡•ƒ†‘’‡”ƒ–‹‘•’Žƒ‹‰ǡͳǦͻʹǡʹǦͻʹȂʹǦ
ͻ͵
„—›Ǧ‹ˆ‘”ǡʹǦͳͲͲȂʹǦͳͲͳ
‹’Ž‡‡–ƒ–‹‘‘ˆǡʹǦͻͻȂʹǦͳͲ͹
•ƒŽ‡•ˆ‘”…‡ƒ—–‘ƒ–‹‘ǡʹǦͶͲ͵ȂʹǦͶͲͷ
•ƒŽ‡•ˆ‘”…‡…‘•‡•—•‡•–‹ƒ–‡ǡʹǦ͵ͷ
•ƒŽ‡•‘’‡”ƒ–‹‘•ǡʹǦ͵͹ʹȂʹǦ͵͹ʹ
•ƒŽ‡•–‡…Š‘Ž‘‰›ǡʹǦͶͲʹ
•…ƒ––‡”…Šƒ”–ǡ͵Ǧʹʹͳǡ͵Ǧʹʹ͹
ȋ•—’’Ž›…Šƒ‹‡˜‡–ƒƒ‰‡‡–ȌǡͳǦ
ʹ͹ͻȂͳǦʹͺʹ
•…Š‡†—Ž‡
‹•—’’Ž›…Šƒ‹‡–™‘”†‡•‹‰ǡͳǦͳͻͲȂͳǦ
ͳͻͳ
•…Š‡†—Ž‡†”‡…‡‹’–•ǡʹǦͳͳͶǡʹǦͳͳͷ
•…Š‡†—Ž‹‰ǡƒ†
—•–Ǧ‹Ǧ‹‡ǡ͵Ǧʹͷʹ ’Žƒ‹‰ǡͳǦʹͺ͸
•…‘’‡…”‡‡’ǡͳǦʹͶͻ
‘†‡ŽǤSee—’’Ž›ǦŠƒ‹’‡”ƒ–‹‘•
‡ˆ‡”‡…‡‘†‡Ž
•…‘”‡…ƒ”†•ǡͳǦͳ͵͹ȂͳǦͳ͵ͺǡ͵Ǧͳ͹ͲȂ͵Ǧͳ͹͸ǡ͵Ǧ
ͳ͹ͻȂ͵ǦͳͺͲ
© 2016 APICS
All rights reserved
”‡“—‹”‡‡–•ǡ‹…‘–”ƒ…–•ǡʹǦͶͻͲ
•‡‰‡–ƒ–‹‘
„›ƒ––‹–—†‡•ǡʹǦ͵ͺͺ
„‡‡ˆ‹–•‘ˆǡʹǦ͵ͷ͸
…—•–‘‡”ǡʹǦ͵ͷ͵ȂʹǦ͵ͷͶǡʹǦ͵ͷ͹ȂʹǦ͵͸ʹǡʹǦ
͵ͺ͸ȂʹǦ͵ͻͲ
„›…—•–‘‡”‡‡†•ǡʹǦ͵ͷͻ
„›…—•–‘‡”˜ƒŽ—‡ǡʹǦ͵ͷͺ
ƒ†…—•–‘‡”Ǧˆ‘…—•‡†ƒ”‡–‹‰ǡʹǦ͵ͷ͵Ȃ
ʹǦ͵ͷ͸
„›†‡‘‰”ƒ’Š‹…•ǡʹǦ͵ͺͺ
‘ˆ‘–Š‡”•—’’Ž›…Šƒ‹’ƒ”–‡”•ǡʹǦ͵͸ͷ
„›’”‡ˆ‡””‡†…Šƒ‡ŽǡʹǦ͵ͷͻȂʹǦ͵͸Ͳ
ƒ†’”‘‘–‹‘ƒŽƒ…–‹˜‹–‹‡•ǡͳǦͳͷ͹
„›’•›…Š‘Ž‘‰‹…ƒŽ’”‘ˆ‹Ž‡•ǡʹǦ͵ͺͺ
•—’’Ž‹‡”ǡʹǦ͵͸ʹȂʹǦ͵͸Ͷ
•‡ŽŽǦ•‹†‡‡Ǧ…‘‡”…‡ǡͳǦʹ͸͸ȂͳǦʹ͸͹
•‡‹ˆ—…–‹‘ƒŽ‡–‡”’”‹•‡•–ƒ‰‡‘ˆ•—’’Ž›
…Šƒ‹ƒƒ‰‡‡–†‡˜‡Ž‘’‡–ǡͳǦͺͷǡͳǦ
ͺ͹ȂͳǦͺͺǡͳǦʹʹͺǡͳǦʹ͵Ͳ
•‡‹’ƒ••‹˜‡–ƒ‰•ǡͳǦ͵ͳͷ
•‡†‡”ǡ‹…‘—‹…ƒ–‹‘ǡͳǦ͵ʹ͵
•‡•‹–‹˜‹–›ƒƒŽ›•‹•ǡ͵ǦͻͻȂ͵ǦͳͲͲ
•‡”˜‹…‡ǡ†‡•‹‰ˆ‘”ǡͳǦʹͳͶȂͳǦʹͳͷ
•‡”˜‹…‡Ž‡˜‡ŽǡͳǦͳͻͺǡʹǦ͵ͻͷ
•‡”˜‹…‡Ž‡˜‡Žƒ‰”‡‡‡–ǡʹǦͶͻʹȂʹǦͶͻ͵
•‡”˜‹…‡“—ƒŽ‹–›ǡʹǦ͵ͻͷ
•‡”˜‹…‡•‡…–‘”ˆ‘”‡…ƒ•–‹‰ǡʹǦͷ͵ȂʹǦͷͶ
•‡”˜‹…‡Ǧ‹†‡†…—•–‘‡”•ǡʹǦ͵ͺͻ
•‡”˜‹…‡Ǧ‘”‹‡–‡†ƒ”…Š‹–‡…–—”‡ǡͳǦʹͻ͹ȂͳǦʹͻͺ
•‡”˜‹…‡•
ƒ†•—’’Ž›…Šƒ‹˜ƒŽ—‡ǡͳǦ͹ʹ
•—’’Ž›…Šƒ‹•ˆ‘”ǡͳǦͶ͸ȂͳǦͶ͹
•‡–—’–‹‡ǡʹǦͳͶͲǡ͵ǦʹͶ͹
 ȋ•ƒŽ‡•ˆ‘”…‡ƒ—–‘ƒ–‹‘ȌǡʹǦͶͲ͵ȂʹǦͶͲͷ
•Š‹’ƒ‰‡–•ǡʹǦ͵͵ͲǡʹǦ͵͵ʹ
•Š‹’„”‘‡”•ǡʹǦ͵͵ͲǡʹǦ͵͵ʹ
•Š‹’‡–
•‡––Ž‡‡–ǡͳǦʹͺ͹ȂͳǦʹͺͺ
–”ƒ…‹‰ǡͳǦʹͺ͹ȂͳǦʹͺͺ
•Š‹’’‹‰ǡʹǦʹͶͲ
•Š‹’’‹‰ƒ••‘…‹ƒ–‹‘•ǡʹǦ͵͵ͲǡʹǦ͵͵ʹ
•Š‹’’‹‰’ƒ––‡”•ǡʹǦ͵Ͳ͹ȂʹǦ͵Ͳͺ
1-400 Version 4.0, 2016 Edition
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 Cumulative Course Index

•Š‘”–Ǧ–‡”ƒ‰‰”‡‰ƒ–‡•—’’Ž›…—”˜‡ǡͳǦͳͲͻǡͳǦ •–ƒ†ƒ”†•ǡ͵ǦͷʹȂ͵Ǧͷ͵
ͳͳͲ ƒ……‘—–‹‰ǡ͵ǦͳͳȂ͵Ǧͳʹ
•Š‘”–Ǧ–‡”‘”‹‡–ƒ–‹‘ǡ͵Ǧͳͺ ǤͳͲǦʹͲͳʹ•–ƒ†ƒ”†ǡ͵Ǧ͸Ͳ
•Š‘”–Ǧ–‡”•–‘”ƒ‰‡ǡʹǦʹ͹ͶȂʹǦʹ͹ͷ ‡Ž‡…–”‘‹…†ƒ–ƒ‹–‡”…Šƒ‰‡ǡͳǦʹͻͶȂͳǦʹͻͷ
•‹’Ž‹ˆ‹…ƒ–‹‘ǡ‹’”‘†—…–Ȁ•‡”˜‹…‡†‡•‹‰ǡͳǦ ͻͲͲͲǡ͵ǦͷͷȂ͵Ǧͷ͸
ʹͳʹȂͳǦʹͳͷ ͳͶͲͲͲǡ͵Ǧͷ͸Ȃ͵Ǧͷͺ
•‹—Žƒ–‹‘•ǡͳǦͳ͵͹ǡ͵ǦͻͻȂ͵ǦͳͲͳ ʹʹ͵Ͳͳǡ͵Ǧͳʹʹ
•‹‰Ž‡Ǧ•‘—”…‡•—’’Ž‹‡”ǡʹǦͶͳ͸ ʹ͸ͲͲͲǡ͵Ǧͷͻ
•‹š•‹‰ƒǡͳǦʹͳ͸ǡ͵Ǧʹ͵͵ǡ͵Ǧʹͷ͵Ȃ͵Ǧʹͷ͹ ʹͺͲͲͲǡ͵Ǧͳͳ͸Ȃ͵Ǧͳͳ͹
•‹ŽŽ•ǡƒ„‹Ž‹–‹‡•ǡ‘™Ž‡†‰‡ǡ͵ǦʹͳͲȂ͵Ǧʹͳͳ ͵ͳͲͲͲǡ͵ǦͳͶͲȂ͵ǦͳͶͳǡ͵ǦͳͶ͵
ȋ•–‘…‡‡’‹‰—‹–ȌǡʹǦͳͷͷǡʹǦͳͻͶ ͵ͳͲͳͲǡ͵ǦͳͶʹǡ͵ǦͳͶ͵
ȋ•‡”˜‹…‡Ž‡˜‡Žƒ‰”‡‡‡–ȌǡʹǦͶͻʹȂʹǦͶͻ͵
—‹†‡͹͵ǣʹͲͲͻǡ͵ǦͳͶʹǡ͵ǦͳͶ͵
•Ž—•Š›œ‘‡ǡʹǦ͸͸
•ƒŽŽ„—…‡–•›•–‡•ǡʹǦͳʹ͵
•ƒ”–…ƒ”†•ǡͳǦ͵ͳͲ
ȋ•‡”˜‹…‡Ǧ‘”‹‡–‡†ƒ”…Š‹–‡…–—”‡ȌǡͳǦʹͻ͹ȂͳǦ
ʹͻͺ
‘…‹ƒŽ……‘—–ƒ„‹Ž‹–›ͺͲͲͲȋͺͲͲͲȌ
•–ƒ†ƒ”†ǡ͵ǦͶ͹Ȃ͵ǦͶͺǡ͵Ǧͷͻ
•‘…‹ƒŽ’‡”ˆ‘”ƒ…‡ƒ†–”‹’Ž‡„‘––‘Ž‹‡ǡ͵Ǧ
͵ͷȂ͵Ǧ͵͹
•‘…‹ƒŽ˜ƒŽ—‡ǡͳǦ͹͵ȂͳǦ͹͹
•‘ˆ–™ƒ”‡ǡͳǦʹͶͳȂͳǦʹͶʹ
ƒ•ƒ•‡”˜‹…‡ǡͳǦʹͷ͸ǡͳǦʹͷͺǡʹǦͶͲ͹
Ž‹…‡•‹‰ǡ͵ǦͻȂ͵ǦͳͲ
ƒ–‡”‹ƒŽ”‡“—‹”‡‡–•’Žƒ‹‰ǡʹǦ͸ͷǡʹǦ
͸͸ȂʹǦ͸͹
•—’’Ž‹‡””‡Žƒ–‹‘•Š‹’ƒƒ‰‡‡–ǡʹǦ
ͶͶͷȂʹǦͶͶ͸
•‘Ž‡•‘—”…‡ǡʹǦͶͳ͸
•‘—”…‹‰ǡͳǦͳͺ͵ǡʹǦʹͳ͸ȂʹǦʹͳ͹
•’ƒ…‡ˆ‘‘–’”‹–ǡʹǦʹͷʹ
•’ƒ…‡—–‹Ž‹œƒ–‹‘ǡʹǦʹͷʹ
•’‡…‹ƒŽ‹œ‡†•—’’Ž›…Šƒ‹•ǡͳǦͳ͸ͶȂͳǦͳ͸ͷ
•’‡…‹ƒŽ–›•‡‰‡–‘ˆ–”—…‹‰‹†—•–”›ǡʹǦʹͻʹǡ
ʹǦʹͻ͵
•’‡‡†‘ˆ’‡”ˆ‘”ƒ…‡ǡ͵Ǧͳͷʹǡ͵ǦʹͲʹ
•’‡†ƒƒŽ›•‹•ǡ͵ǦͶͶͻ
•’‡†ƒƒ‰‡‡–ǡͳǦͺ͵ȂͳǦͺͶ
•’‘–•–‘…‹‰ǡʹǦʹͶ͵ȂʹǦʹͶͶ
ǤSee •—’’Ž‹‡””‡Žƒ–‹‘•Š‹’ƒƒ‰‡‡–
•–ƒ‡Š‘Ž†‡””‡Žƒ–‹‘•Š‹’ƒƒ‰‡‡–ǡͳǦ
͵ʹͺ
•–ƒ‡Š‘Ž†‡”•ǡͳǦ͸ʹǡͳǦ͸ͷȂͳǦ͸ͺǡͳǦ͸ͻǡͳǦ͵ʹʹȂͳǦ
͵ʹ͵ǡͳǦ͵ʹͺǡͳǦ͵Ͷʹ
•–ƒ†ƒ”†…‘•–‹‰ǡͳǦͳͳͺȂͳǦͳʹͳ
•–ƒ†ƒ”††‡˜‹ƒ–‹‘ǡʹǦ͸ͳȂʹǦ͸ʹ
•–ƒ†ƒ”†‹œƒ–‹‘ǡͳǦʹͲͺȂͳǦʹͳͲǡʹǦ͵͸Ͷ
•–ƒ†ƒ”†‹œ‡†’”‘†—…–ǡͳǦʹͲͻ
•–ƒ†ƒ”†‹œ‡†™‘”ǡ͵ǦʹͶͲ
© 2016 APICS
All rights reserved

”‹•ǡ͵Ǧͳ͵ͺȂ͵ǦͳͶ͵
‘…‹ƒŽ……‘—–ƒ„‹Ž‹–›ͺͲͲͲȋͺͲͲͲȌǡ͵Ǧ
Ͷ͹Ȃ͵ǦͶͺǡ͵Ǧͷͻ
•–ƒ’Ž‡•ǡͳǦʹͷ
•–ƒ–‡‡–‘ˆ…ƒ•ŠˆŽ‘™•ȋˆ—†•ˆŽ‘™•–ƒ–‡Ǧ
‡–ȌǡͳǦͳʹ͵ǡͳǦͳʹͶǡͳǦͳʹͻȂͳǦͳ͵ͳǡʹǦͳ͸ͺ
•–ƒ–‡‡–•ǡˆ‹ƒ…‹ƒŽǤSeeˆ‹ƒ…‹ƒŽ•–ƒ–‡‡–•
•–ƒ–‹•–‹…ƒŽ‡–Š‘†‘ˆ†‡–‡”‹‹‰•ƒˆ‡–›
•–‘…ǡʹǦͳͺͺ
•–ƒ–‹•–‹…ƒŽ’”‘…‡••…‘t”‘Žǡ͵Ǧʹʹʹ
•–ƒ–—•”‡’‘”–‹‰ǡ‹…‘–”ƒ…–•ǡʹǦͶͺͻȂʹǦͶͻͲ
•–‘…Ž‘…ƒ–‹‘ǡʹǦͳͻʹȂʹǦͳͻ͵
•–‘…‡‡’‹‰—‹–ǡʹǦͳͷͷǡʹǦͳͻͶ
•–‘…Ǧƒ”‡–•–›Ž‡ƒ—…–‹‘•ǡʹǦͶͷ͸
•–‘…‘—–ˆ”‡“—‡…›ǡ͵Ǧͳͷʹǡ͵ǦʹͲͳ
•–‘…‘—–•ǡʹǦͷͻǡʹǦͳ͸ʹǡʹǦʹ͵ͺȂʹǦʹ͵ͻǡ͵Ǧͳͷʹ
•–‘…’‹Ž‹‰ǡʹǦʹͶ͵
•–‘”ƒ‰‡
…‘•–•ǡʹǦͳ͸Ͳ
ˆ‹š‡†ǦŽ‘…ƒ–‹‘ǡʹǦͳͻ͵ǡʹǦʹͷͳ
Ž‘…ƒ–‹‘•ǡ‘”‰ƒ‹œƒ–‹‘‘ˆǡʹǦͳͻͳȂʹǦͳͻ͵
”ƒ†‘ǦŽ‘…ƒ–‹‘ǡʹǦͳͻʹȂʹǦͳͻ͵ǡʹǦʹͷͳ
•Š‘”–Ǧ–‡”ǡʹǦʹ͹ͶȂʹǦʹ͹ͷ
–‡’‘”ƒ”›ǡʹǦʹ͹ͶȂʹǦʹ͹ͷ
•–‘”‹‰ǡʹǦʹͶͲ
•–‘™ƒ„‹Ž‹–›ǡʹǦʹ͹ͺ
•–”ƒ–‡‰‹…ƒŽŽ‹ƒ…‡•ǡʹǦʹͳ͵ǡʹǦʹͳͶǡʹǦʹͳͷǡʹǦͶʹͻ
•–”ƒ–‡‰‹…ƒƒŽ›•‹•ǡ–‘‘Ž•ˆ‘”ǡͳǦͳ͵ʹȂͳǦͳ͵ͺ
•–”ƒ–‡‰‹…†”‹˜‡”•—’’Ž›…Šƒ‹ǡͳǦͺ͸
•–”ƒ–‡‰‹…’ŽƒǡͳǦ͵ǡʹǦͻͳ
•–”ƒ–‡‰‹…’Žƒ‹‰ǡͳǦ͵
•–”ƒ–‡‰‹…’”‘ˆ‹–‘†‡Žǡ͵Ǧͳ͸ͲȂ͵Ǧͳ͸ͳ
•–”ƒ–‡‰‹…”‡Žƒ–‹‘•Š‹’•ǡʹǦʹͳʹȂʹǦʹͳͷ
•–”ƒ–‡‰‹…•‘—”…‹‰ǡʹǦͶͳͷȂʹǦͶͳͻǡʹǦͶͶͻ
•–”ƒ–‡‰‹…•—’’Ž›…Šƒ‹”‹••ǡ͵Ǧͺ͸Ȃ͵Ǧͺ͹ǡ͵ǦͳͲͻ
•–”ƒ–‡‰›ǡͳǦͳ
„‡•–Ǧ…‘•–ǡͳǦͺ
„”‘ƒ††‹ˆˆ‡”‡–‹ƒ–‹‘ǡͳǦͺ
1-401 Version 4.0, 2016 Edition
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APICS CSCP Learning System
•–”ƒ–‡‰›ȋcontinuedȌ
„—•‹‡••ǡͳǦ͵ȂͳǦͷǡͳǦ͹ȂͳǦͳͶ
…—•–‘‡”ˆ‘…—•ȀƒŽ‹‰‡–ǡͳǦͳͷȂͳǦͳ͹
…—•–‘‡””‡Žƒ–‹‘•Š‹’ƒƒ‰‡‡–ǡʹǦ
͵͹ͷȂʹǦ͵ͺ͸
†‡ƒ†Ǧ†”‹˜‡‡–‡”’”‹•‡ǡͳǦͳͻȂͳǦʹʹ
‡Ž‡…–”‘‹…„—•‹‡••ǡͳǦʹͷͻȂͳǦʹ͸Ͷ
ˆ‘…—•ƒ†˜ƒ–ƒ‰‡ǡͳǦͳʹȂͳǦͳͶ
ˆ‘…—•‡††‹ˆˆ‡”‡–‹ƒ–‹‘ǡͳǦͺ
ˆ‘…—•‡†Ž‘™…‘•–ǡͳǦͺ
ˆ‘”‡…ƒ•–Ǧ†”‹˜‡‡–‡”’”‹•‡ǡͳǦͳ͹ȂͳǦͳͻ
‰Ž‘„ƒŽǡͳǦͻ
‹ˆ‘”ƒ–‹‘ǡͳǦͳͺ͸ȂͳǦͳͺ͹
Ž‡˜‡Ž’”‘†—…–‹‘ǡʹǦͳͲͶ
Ž‘™…‘•–ǡͳǦͺȂͳǦͻ
—•–Ǧ‹Ǧ‹‡ǡ͵Ǧʹͷͳ
—Ž–‹…‘—–”›ǡͳǦͳʹǡͳǦʹʹͲ
‘’‡”ƒ–‹‘•ǡʹǦͳͲͶȂʹǦͳͲͷ
‘”‰ƒ‹œƒ–‹‘ƒŽǡͳǦͶǡͳǦͳͶȂͳǦʹͷǡͳǦͷͻȂͳǦ
͸ͲǡͳǦͳͺ͸ǡʹǦʹͶȂʹǦʹͷǡʹǦͺͺȂʹǦͺͻǡʹǦʹͳ͸
’”‘†—…–Ȁ•‡”˜‹…‡†‹ˆˆ‡”‡–‹ƒ–‹‘ǡͳǦͳͲȂͳͳ
’”‘†—…–Ǧ–›’‡Ǧ†”‹˜‡ǡͳǦʹ͵ȂͳǦʹͷ
•—’’Ž›…Šƒ‹ǤSee•—’’Ž›…Šƒ‹•–”ƒ–‡‰›
•—’’Ž›…Šƒ‹‡–™‘”‘’–‹‹œƒ–‹‘ǡͳǦ
ʹ͵ʹȂͳǦʹ͵͵
•—’’Ž›Ǧ†‡ƒ†ǡʹǦͳͲͷȂʹǦͳͲ͹
•–”‡ƒŽ‹‡†‘’‡”ƒ–‹‘•ǡͳǦͷͳȂͳǦͷʹ
•–”‡‰–Š•ǡ™‡ƒ‡••‡•ǡ‘’’‘”–—‹–‹‡•ǡƒ†
–Š”‡ƒ–•ƒƒŽ›•‹•ǡͳǦͳ͵ʹȂͳǦͳ͵͵ǡ͵Ǧ͹ͷ
•—„…‘–”ƒ…–‹‰ǡʹǦʹͳͺ
•—„‘’–‹‹œƒ–‹‘ǡͳǦͳ͹Ͳǡ͵Ǧͳͷͷ
•—„•–‹–—–‹‘
‡ˆˆ‡…–ǡͳǦͳͳ͵
‰‘‘†•ǡͳǦͳͳ͵
•—’’Ž‹‡”…ƒ’ƒ„‹Ž‹–‹‡•ǡʹǦ͵͸Ͷ
•—’’Ž‹‡”…ƒ’ƒ…‹–›ǡ͵Ǧͳ͸ͷ
•—’’Ž‹‡”…‡”–‹ˆ‹…ƒ–‹‘ǡʹǦͶʹͶȂʹǦͶʹͻ
•—’’Ž‹‡”…‘ǦŽ‘…ƒ–‹‘ǡʹǦͶͷͻȂʹǦͶ͸Ͳ
•—’’Ž‹‡”†ƒ–ƒ„ƒ•‡ǡʹǦͶͶͺ
•—’’Ž‹‡”ǡ‹„ƒ•‹…•—’’Ž›…Šƒ‹ǡͳǦ͵ͺ
•—’’Ž‹‡”’ƒ”–‡”•Š‹’•ǡʹǦʹͳ͵ǡʹǦʹͳͶ
•—’’Ž‹‡”’‡”ˆ‘”ƒ…‡‹†‡šǡ͵Ǧͳ͸ʹȂ͵Ǧͳ͸͵
•—’’Ž‹‡”“—ƒŽ‹–›…‘•–•ǡ͵Ǧͳ͸ʹȂ͵Ǧͳ͸͵
•—’’Ž‹‡””ƒ–‹‰•›•–‡•ǡʹǦͶͶʹȂʹǦͶͶͶ
•—’’Ž‹‡””‡Žƒ–‹‘•Š‹’ƒƒ‰‡‡–ǡʹǦʹͳʹȂʹǦ
ʹͳͷǡʹǦͶͳͶȂʹǦͶͳͷ
ƒƒŽ›–‹…•ǡʹǦͶͶͻȂʹǦͶͷͲ
‡ˆˆ‡…–•‘ˆ‹”Ȁ•—’’Ž‹‡”•ǡʹǦͶ͸ͲȂʹǦͶ͸ʹ
‹–‡”‡–Ǧ‡ƒ„Ž‡†•‘—”…‹‰ǡʹǦͶʹʹȂʹǦͶʹ͵
Ž‹ƒ‰‡•™‹–Š…—•–‘‡””‡Žƒ–‹‘•Š‹’
ƒƒ‰‡‡–ǡʹǦͶ͸͹ȂʹǦͶ͹ʹ
© 2016 APICS
All rights reserved
•—’’Ž‹‡””‡Žƒ–‹‘•Š‹’ƒƒ‰‡‡–
ȋcontinuedȌ
’‡”ˆ‘”ƒ…‡ƒƒ‰‡‡–ǡʹǦͶͶͳȂʹǦͶͶͷ
’”‘…‡••‡•‡ƒ„Ž‡†„›ǡʹǦͶͷͺȂʹǦͶ͸Ͳ
’”‘…—”‡‡–ǡʹǦͶͷͲȂʹǦͶͷͳ
•‡”˜‹…‡•ǡʹǦͶͷͲ
•–”ƒ–‡‰‹…•‘—”…‹‰ǡʹǦͶͳͷȂʹǦͶͳͻ
•‡Ž‡…–‹‘ǡʹǦͶͳͻȂʹǦͶʹͻ
ƒ†•—’’Ž›…Šƒ‹‡‡†•ǡʹǦͶʹ͵ȂʹǦͶʹͶ
–‡…Š‘Ž‘‰›ǡʹǦͶͶͷȂʹǦͶ͸ʹ
™‡„Ǧ‡ƒ„Ž‡†ǡʹǦͶͶ͹
•—’’Ž‹‡”•‡‰‡–ƒ–‹‘ǡʹǦ͵͸ʹȂʹǦ͵͸Ͷ
•—’’Ž‹‡”•
…”‹–‹…ƒŽǡʹǦͳ͵͸
ƒ†
—„‡”‘ˆǡͳǦͳ͹Ͷ
•—’’Ž›ǡƒŽŽ‘…ƒ–‹‘‘ˆǡʹǦ͸͹ȂʹǦ͹͸
•—’’Ž›ƒ††‡ƒ†ǡŽƒ™‘ˆǡͳǦͳͳͶ
•—’’Ž›…Šƒ‹ƒ••‡–ƒƒ‰‡‡–ǡ͵ǦͳͻͲȂ͵Ǧͳͻ͵
•—’’Ž›…Šƒ‹ǡ„ƒ•‹…‘†‡ŽǡͳǦ͵͹ȂͳǦͶͲǡͳǦͶͶ
•—’’Ž›…Šƒ‹…ƒ’ƒ„‹Ž‹–‹‡•ǡͳǦͷͶȂͳǦ͸Ͳ
•—’’Ž›…Šƒ‹…‘’Ž‡š‹–›ǡͳǦͳͲʹ
•—’’Ž›…Šƒ‹…‘–‹—‹–›ǡ͵Ǧͳʹ͵
•—’’Ž›…Šƒ‹…‘•–•ǡ͵ǦͳͺͺȂ͵ǦͳͻͲ
•—’’Ž›…Šƒ‹…›…Ž‡–‹‡ǡ͵Ǧͳͷʹ
•—’’Ž›…Šƒ‹ǡ†‡ˆ‹‡†ǡͳǦ͵͹ȂͳǦͶͲ
•—’’Ž›…Šƒ‹†‡•‹‰ǡͳǦͳͶͳȂͳǦͳͶ͵ǡͳǦͳͺͳǡͳǦ
ʹͲ͸
ƒ†…‘ˆ‹‰—”ƒ–‹‘ǡͳǦͳͺͳȂͳǦͳͻʹ
•—’’Ž›…Šƒ‹‡–‹–‹‡•ǡͳǦ͵͹ȂͳǦ͵ͻ
•—’’Ž›…Šƒ‹ǡ‡˜‹”‘‡–ƒŽ‹’ƒ…–‘ˆ
†‡…‹•‹‘•ǡ͵Ǧ͵͵Ȃ͵Ǧ͵ͷ
•—’’Ž›…Šƒ‹‡˜‡–ƒƒ‰‡‡–ǡͳǦʹ͹ͻȂͳǦ
ʹͺʹ
•—’’Ž›…Šƒ‹ǡ‹–‡‰”ƒ–‹‰ǡʹǦʹ͵͸ȂʹǦʹ͵͹
•—’’Ž›…Šƒ‹ƒƒ‰‡‡–ǡͳǦͳǡͳǦ͵͹
ƒ†„ƒŽƒ…‡ǡͳǦ͵ͻ
‡˜‘Ž—–‹‘‘ˆǡͳǦͺͶȂͳǦͻʹ
Žƒ–‡”ƒŽǡͳǦͶͲǡͳǦͶʹȂͳǦͶ͵
‘„Œ‡…–‹˜‡•ǡͳǦͶ͹ȂͳǦͷ͵
ƒ†˜ƒŽ—‡ǡͳǦ͵ͻ
˜‡”–‹…ƒŽǡͳǦͶͲȂͳǦͶʹ
•—’’Ž›…Šƒ‹ƒ—ˆƒ…–—”‹‰‘†‡ŽǡͳǦͶͶȂͳǦ
Ͷ͸
•—’’Ž›…Šƒ‹ƒ–—”‹–›ǡͳǦͺͶȂͳǦͻʹ
•—’’Ž›…Šƒ‹‡–”‹…•ǤSee‡–”‹…•
•—’’Ž›…Šƒ‹‡–™‘”
…‘ˆ‹‰—”ƒ–‹‘ǡͳǦͳͻͳȂͳǦͳͻʹ
†‡•‹‰ǡͳǦͳͺͶȂͳǦͳͻͳ
‘’–‹‹œƒ–‹‘ǡͳǦʹʹ͹ȂͳǦʹ͵Ͷ
1-402 Version 4.0, 2016 Edition
Printed on 100% post-consumer waste recycled paper.
 Cumulative Course Index

•—’’Ž›…Šƒ‹’ƒ”–‡”•ǡͳǦͺͳȂͳǦͺʹǡͳǦͳͲ͵ •—•–ƒ‹ƒ„‹Ž‹–›ȋcontinuedȌ
•—’’Ž›…Šƒ‹’”‘…‡••‡•ǡͳǦͷͶǡͳǦͷͺ …—•–‘‡”‹’‡–—•ˆ‘”ǡͳǦ͹ʹȂͳǦ͹͵
•—’’Ž›…Šƒ‹”‡Ž‹ƒ„‹Ž‹–›ǡ͵ǦͳͺͷȂ͵Ǧͳͺ͸
Ž‘„ƒŽ‡’‘”–‹‰‹–‹ƒ–‹˜‡ǡ͵Ǧ͵ͻȂ͵ǦͶ͸
•—’’Ž›…Šƒ‹”‡•‹Ž‹‡…‡ǡͳǦʹͲͳȂͳǦʹͲʹ ‹’Ž‡‡–‹‰ǡ͵ǦͶͻ
•—’’Ž›…Šƒ‹”‡•’‘•‹˜‡‡••ǡ͵Ǧͳͺ͸ ƒ†ƒ–‘”›’”‘‰”ƒ•ǡ͵Ǧͳ͵ͷȂ͵Ǧͳ͵͸
•—’’Ž›…Šƒ‹ǡ”‡˜‡”•‡ǡͳǦ͹ͶǡͳǦͳ͸ʹȂͳǦͳ͸͵ǤSee ”‰ƒ‹œƒ–‹‘ˆ‘”…‘‘‹…‘Ǧ‘’‡”ƒ–‹‘
also ”‡˜‡”•‡Ž‘‰‹•–‹…• ƒ†‡˜‡Ž‘’‡–
—‹†‡Ž‹‡•ˆ‘”
•—’’Ž›…Šƒ‹”‹•ǡͳǦͷʹȂͳǦͷ͵ǡ͵Ǧ͸͵Ȃ͵Ǧ͸ͷǡ͵Ǧ —Ž–‹ƒ–‹‘ƒŽ–‡”’”‹•‡•ǡ͵ǦͶ͸Ȃ͵ǦͶ͹
͹ͺȂ͵Ǧͺͳǡ͵Ǧͺ͸Ȃ͵ǦͻͳǤSee al•o”‹• ‘”‰ƒ‹œƒ–‹‘Ǧ•’‡…‹ˆ‹…’”‘‰”ƒ•ǡ͵Ǧͳ͵͸
•—’’Ž›…Šƒ‹”‹•ƒƒ‰‡‡–ǡ͵Ǧ͸ͻȂ͵Ǧ͹ͲǤ ’ƒ…ƒ‰‹‰ˆ‘”ǡ͵Ǧ͸Ȃ͵Ǧ͹
See al•o”‹• ƒ†’”‘†—…–Ȁ•‡”˜‹…‡†‡•‹‰ǡͳǦ͹͸ǡͳǦʹʹͳȂ
•—’’Ž›…Šƒ‹•‡”˜‹…‡‘†‡ŽǡͳǦͶ͸ȂͳǦͶ͹ ͳǦʹʹͶ
•—’’Ž›…Šƒ‹•–”ƒ–‡‰›ǡͳǦ͵ȂͳǦ͸ǡͳǦͷ͵ȂͳǦͷͶ •…‘”‡…ƒ”†•ǡ͵Ǧͳ͹ͻȂ͵ǦͳͺͲ
ƒ†„—•‹‡••‘†‡ŽǡͳǦ͹ȂͳǦ͵Ͳ ƒ†–‡…Š‘Ž‘‰›ǡͳǦ͹͸
ƒ†…ƒ’ƒ„‹Ž‹–‹‡•‘ˆ•—’’Ž›…Šƒ‹ǡͳǦͷͶȂͳǦ ƒ†–”ƒ•’‘”–ƒ–‹‘ǡʹǦʹ͹ʹȂʹǦʹ͹Ͷ
͸Ͳ ȋ•–”‡‰–Š•ǡ™‡ƒ‡••‡•ǡ‘’’‘”–—‹–‹‡•ǡ
ƒ†…‘’‡–‹–‹‘ǡͳǦ͵ͳȂͳǦ͵ʹ ƒ†–Š”‡ƒ–•ȌƒƒŽ›•‹•ǡͳǦͳ͵ʹȂͳǦͳ͵͵ǡ͵Ǧ͹ͷ
‡š–‡”ƒŽ‹’—–•ǡͳǦ͵ͳȂͳǦ͵Ͷ •›–Š‡•‹œ‡†˜‘‹…‡‹™ƒ”‡Š‘—•‡ƒ—–‘ƒ–‹‘
ƒ†‰Ž‘„ƒŽ’‡”•’‡…–‹˜‡•ǡͳǦ͵ʹȂͳǦ͵Ͷ •›•–‡•ǡͳǦ͵ͳͲ
ƒ†ƒ”‡–…‘†‹–‹‘•ǡͳǦ͵ʹ •›•–‡‡”˜‘—•‡••ǡʹǦͳʹʹȂʹǦͳʹ͵
•—’’Ž›…Šƒ‹–‘–ƒŽ…‘•–ǡ͵Ǧͳͷͷ
•—’’Ž›ǡŽƒ™‘ˆǡͳǦͳͳ͵ǡͳǦͳͳͶ T
•—’’Ž›’Žƒȋ•ȌȀ’Žƒ‹‰ǡʹǦʹͲʹǡʹǦʹͳͷȂʹǦʹͳͺ
•—’’Ž›ǡ’”‹…‡‡Žƒ•–‹…‹–›‘ˆǡͳǦͳͳ͸ –ƒ…–‹…ƒŽ„—›‹‰ǡʹǦͶͳͷȂʹǦͶͳ͸
•—’’Ž›”‡˜‹‡™‡‡–‹‰ǡʹǦͻ͹ȂʹǦͻͺ –ƒ‰”‡ƒ†‡””‘”•ǡͳǦ͵ͳͷȂͳǦ͵ͳ͸
•—’’Ž›”‹•ǡ͵Ǧ͹ͳǡ͵Ǧͺ͹ǡ͵ǦͳͲͻȂ͵ǦͳͳͲ –ƒ‰•ǡǡͳǦ͵ͳͷȂͳǦ͵ͳ͸
—’’Ž›ǦŠƒ‹’‡”ƒ–‹‘•‡ˆ‡”‡…‡‘†‡ŽǡͳǦ –ƒ––‹‡ǡ͵ǦʹͶʹ
͹ͶȂͳǦ͹ͷǡͳǦͳͻ͵ȂͳǦͳͻ͸ǡ͵ǦͳͺͲ –ƒ”‰‡–…‘•–‹‰ǡͳǦͻ
ƒ••‡–ƒƒ‰‡‡–‡–”‹…•ǡ͵Ǧͳ͸͵Ȃ͵Ǧͳ͸ͷǡ –ƒ”‹ˆˆ•ǡʹǦ͵ʹͷ
͵ǦͳͻͲȂ͵Ǧͳͻ͵ –ƒš‡•ǡ͵ǦͳʹȂ͵Ǧͳ͵
‡˜‡Žͳ‡–”‹…•ǡͳǦͳͻ͸ȂͳǦͳͻͺǡ͵ǦͳͺͲȂ͵Ǧ ǤSee–”‹’Ž‡„‘––‘Ž‹‡
ͳͺͳǡ͵Ǧͳͺ͵Ȃ͵Ǧͳͻͷ ȋ–‘–ƒŽ…‘•–‘ˆ‘™‡”•Š‹’ȌǡʹǦʹͲʹȂʹǦʹͲ͹ǡ
‡˜‡Žʹ‡–”‹…•ǡ͵ǦͳͺͲǡ͵ǦͳͺͳȂ͵Ǧͳͺʹǡ͵Ǧ ʹǦʹͳͲȂʹǦʹͳͳǡʹǦͶͳ͸ȂʹǦͶͳ͹
ͳͺ͵Ȃ͵ǦͳͺͶ –‡…Š‘Ž‘‰›ǡͳǦͳͻ͵
‡˜‡Ž͵‡–”‹…•ǡ͵ǦͳͺͲǡ͵ǦͳͺʹȂ͵ǦͳͺͶ ƒ……‘—–ƒƒ‰‡‡–ǡʹǦͶͲ͵
‡˜‡ŽͶ‡–”‹…•ǡ͵ǦͳͺͲǡ͵Ǧͳͺ͵Ȃ͵ǦͳͺͶ ƒ—†‹–•ǡͳǦʹͶͺ
ƒƒ‰‡‡–’”‘…‡••‡•ǡ͵ǦͳͺͲǡ͵Ǧͳͺͳ …‘’”‡Š‡•‹˜‡•›•–‡ǡͳǦʹͷͲȂͳǦʹͷͳ
’”‘…‡••–›’‡•ǡ͵Ǧͳͺʹ ƒ†…—•–‘‡””‡Žƒ–‹‘•Š‹’ƒƒ‰‡‡–ǡ
ˆ‘”•—’’Ž‹‡””‡Žƒ–‹‘•Š‹’ƒƒ‰‡‡–ǡʹǦͶͶʹ ʹǦ͵ͺͲǡʹǦ͵ͻͲǡʹǦ͵ͻͺȂʹǦͶͲͻ
•—’’Ž›…Šƒ‹ƒ‰‹Ž‹–›ǡ͵Ǧͳͺ͸Ȃ͵Ǧͳͺͺ †‡…‹•‹‘•ǡͳǦͳͺͳ
•—’’Ž›…Šƒ‹ƒ••‡–ƒƒ‰‡‡–ǡ͵ǦͳͻͲȂ͵Ǧ †‹•…‘‡…–‡†ǡʹǦͶͲͺ
ͳͻ͵ †‹•”—’–‹˜‡ǡͳǦͻͻ
•—’’Ž›…Šƒ‹…‘•–ǡ͵ǦͳͺͺȂ͵ǦͳͻͲ ‹–‡”ˆƒ…‹‰ǡʹǦͶͲͺ
•—’’Ž›…Šƒ‹”‡Ž‹ƒ„‹Ž‹–›ǡ͵ǦͳͺͷȂ͵Ǧͳͺ͸ ‹–‡”ƒŽŽ›‹–‡‰”ƒ–‡†ǡʹǦͶͲͺ
•—’’Ž›…Šƒ‹”‡•’‘•‹˜‡‡••ǡ͵Ǧͳͺ͸ Ž‹…‡•‹‰ǡ͵ǦͳͲȂ͵Ǧͳͳ
•—’’Ž›Ǧ†‡ƒ†•–”ƒ–‡‰‹‡•ǡʹǦͳͲͷȂʹǦͳͲ͹ ƒ”‡–‹‰ǡʹǦͶͲʹȂʹǦͶͲ͵
•—•–ƒ‹ƒ„‹Ž‹–›ǡͳǦͷ͵ǡͳǦ͸ͷȂͳǦ͸ͺǡͳǦ͸ͻ —Ž–‹Ǧ‡–‡”’”‹•‡‹–‡‰”ƒ–‡†ǡʹǦͶͲͺ
ƒ†„—‹Ž†‹‰’”ƒ…–‹…‡•ǡͳǦ͹͸ ”‹••ǡͳǦʹͶͻ
…‘•–•ƒ†„‡‡ˆ‹–•‘ˆ‡‡–‹‰”‡‰—Žƒ–‹‘•ǡ ”‘Ž‡‹•—’’Ž›…Šƒ‹ƒƒ‰‡‡–ǡͳǦʹ͵ͺȂ
͵Ǧͳ͵ͶȂ͵Ǧͳ͵͹ ͳǦʹͶͲǡͳǦʹͶ͵ȂͳǦʹͷͲ

© 2016 APICS 1-403 Version 4.0, 2016 Edition

All rights reserved Printed on 100% post-consumer waste recycled paper.
APICS CSCP Learning System
–‡…Š‘Ž‘‰›ȋcontinuedȌ
•ƒŽ‡•ǡʹǦͶͲʹȂʹǦͶͲ͵
ƒ†•—’’Ž‹‡””‡Žƒ–‹‘•Š‹’ƒƒ‰‡‡–ǡʹǦ
ͶͶͷȂʹǦͶ͸ʹ
ƒ†•—’’Ž›…Šƒ‹…ƒ’ƒ„‹Ž‹–‹‡•ǡͳǦͷͶȂͳǦͷ͸ǡ
ͳǦͷͺ
ƒ†•—•–ƒ‹ƒ„‹Ž‹–›ǡͳǦ͹͸
ƒ†™ƒ”‡Š‘—•‹‰ǡʹǦʹ͸͵ȂʹǦʹ͸Ͷ
–‡’‘”ƒ”›•–‘”ƒ‰‡ǡʹǦʹ͹ͶȂʹǦʹ͹ͷ
–Š‡ˆ–ǡ͵Ǧͳͳ͹Ȃ͵Ǧͳͳͺ
–Š‡‘”›‘ˆ…‘•–”ƒ‹–•ǡʹǦͳͶʹȂʹǦͳͶ͵ǡ͵Ǧʹ͵͵Ȃ͵Ǧ
ʹ͵Ͷǡ͵ǦʹͷͺȂ͵Ǧʹ͸Ͳ
–Š‹”†Ǧ’ƒ”–›…‡”–‹ˆ‹…ƒ–‹‘ǡʹǦͶʹͷȂʹǦͶʹͻ
–Š‹”†Ǧ’ƒ”–›Ž‘‰‹•–‹…•ȋ͵ȌǡʹǦʹ͵ͳǡʹǦʹͺʹȂʹǦ
ʹͺ͹
–Š”‡‡•‘ˆ•—’’Ž›…Šƒ‹ƒƒ‰‡‡–ǡͳǦͶͺȂ
ʹǦͷͳ
–Š”‘—‰Š’—––‹‡ǡʹǦͳͶ͵
–‹‡”•ȋ‡…Š‡Ž‘•ȌǡʹǦͳ͹ʹȂʹǦͳ͹ͶǡʹǦʹ͵͹ȂʹǦʹ͵ͺ
–‹‡ǡƒ˜ƒ‹Žƒ„Ž‡ǡ‹‡ƒ•—”‹‰…ƒ’ƒ…‹–›ǡ͵Ǧͳͻ͸
–‹‡ˆ‡…‡•ǡʹǦ͸ͷȂʹǦ͸͹ǡʹǦͳʹʹ
–‹‡•‡”‹‡•‘†‡Ž•ȋ‹–”‹•‹…ˆ‘”‡…ƒ•–•ȌǡʹǦ͵ͺǡ
ʹǦͶͳ
–‹‡Ǧ’Šƒ•‡†‘”†‡”’‘‹–•›•–‡ǡʹǦͳͺ͸
ȋ–”—…Ž‘ƒ†Ȍ•‡‰‡–‘ˆ–”—…‹‰‹†—•–”›ǡ
ʹǦʹͻʹȂʹǦʹͻ͵
ȋ–”ƒ•’‘”–ƒ–‹‘ƒƒ‰‡‡–•›•–‡•Ȍǡ
ͳǦʹͺͷȂͳǦʹͻͲ
ǡʹǦ͵ͲͶ
ȋ–Š‡‘”›‘ˆ…‘•–”ƒ‹–•ȌǡʹǦͳͶʹȂʹǦͳͶ͵ǡ͵Ǧ
ʹ͵͵Ȃ͵Ǧʹ͵Ͷǡ͵ǦʹͷͺȂ͵Ǧʹ͸Ͳ
 ȋ–”ƒ‹Ž‡”‘ˆŽƒ–…ƒ”ȌǡʹǦ͵Ͳͷ
–‘–ƒŽ…‘•–…‘…‡’–‘ˆŽ‘‰‹•–‹…•ǡʹǦʹ͵ʹ
–‘–ƒŽ…‘•–‘ˆ‘™‡”•Š‹’ǡʹǦʹͲʹȂʹǦʹͲ͹ǡʹǦʹͳͲȂ
ʹǦʹͳͳǡʹǦͶͳ͸ȂʹǦͶͳ͹
–‘–ƒŽ…‘•––‘•‡”˜‡ǡ͵ǦͳͺͺȂ͵Ǧͳͺͻ
–‘–ƒŽ’”‘†—…–‹˜‡ƒ‹–‡ƒ…‡ǡ͵ǦʹͶ͹
–‘–ƒŽ“—ƒŽ‹–›ƒƒ‰‡‡–ǡ͵ǦʹͲ͹ǡ͵ǦʹͲͺǡ͵Ǧ
ʹ͵͵ǡ͵Ǧʹͷ͹Ȃ͵Ǧʹͷͺ
–‘–ƒŽ™ƒ•–‡ƒƒ‰‡‡–ǡʹǦͷͳͶ
–‘™–”ƒ…–‘”•™‹–Š–”ƒ‹Ž‡”•ǡʹǦʹͷ͸ǡʹǦʹ͸ͳ
–‘™Ž‹‡•ǡʹǦʹͷͷȂʹǦʹͷ͸ǡʹǦʹ͸ͳ
ȋ–‘–ƒŽ’”‘†—…–‹˜‡ƒ‹–‡ƒ…‡Ȍǡ͵ǦʹͶ͹
ȋ–‹‡Ǧ’Šƒ•‡†‘”†‡”’‘‹–Ȍ•›•–‡ǡʹǦ
ͳͺ͸
ȋ–‘–ƒŽ“—ƒŽ‹–›ƒƒ‰‡‡–Ȍǡ͵ǦʹͲ͹ǡ͵Ǧ
ʹͲͺǡ͵Ǧʹ͵͵ǡ͵Ǧʹͷ͹Ȃ͵Ǧʹͷͺ
–”ƒ…‡ƒ„‹Ž‹–›ǡ’”‘†—…–ǡ͵Ǧͳ͵͹Ȃ͵Ǧͳ͵ͺ
Ž‘„ƒŽ‘’ƒ…–ǡ͵Ǧ͵͹Ȃ͵Ǧ͵ͺ
–”ƒ…ƒ†–”ƒ…‡ǡ‰Ž‘„ƒŽǡͳǦʹͺͺȂͳǦʹͺͻ
–”ƒ…‹‰•‹‰ƒŽǡʹǦ͸ͲȂʹǦ͸ͳ
‘‘†•ǡ͵Ǧ͵ͳ
© 2016 APICS
All rights reserved
–”ƒ†‡…”‡†‹–ǡʹǦ͵ͳͷȂʹǦ͵ͳ͸
–”ƒ†‡†‹•”—’–‹‘‹•—”ƒ…‡ǡ͵ǦͳͳͶ
–”ƒ†‹‰„Ž‘…•ǡʹǦ͵Ͷ͵ȂʹǦ͵Ͷ͹
–”ƒ†‹‰‡š…Šƒ‰‡•ǡͳǦʹͺͳȂͳǦʹͺʹǡʹǦͶͷʹȂʹǦ
Ͷͷ͸
–”ƒ†‹‰’ƒ”–‡”ƒ‰”‡‡‡–•ǡʹǦͶͺͷ
–”ƒ†‹–‹‘ƒŽ’—”…Šƒ•‹‰ǡʹǦͶͳ͸ȂʹǦͶͳͺ
–”ƒ‹Ž‡”‘ˆŽƒ–…ƒ”ǡʹǦ͵Ͳͷ
–”ƒ‹‹‰ǡ͵ǦʹͳͳȂ͵Ǧʹͳ͵
–”ƒ‹•Š‹’ǡʹǦ͵ͲͷȂʹǦ͵Ͳ͸
–”ƒ•ˆ‡”‘ˆ‘™‡”•Š‹’‹…‘–”ƒ…–•ǡʹǦͶͺͺ
–”ƒ•ˆ‡”‘ˆ”‹•ǡ͵ǦͳͲͷ
–”ƒ•’‘”–ƒ–‹‘ǡʹǦʹ͵ͳ
ƒ‹”–”ƒ•’‘”–ǡʹǦʹͺ͹ǡʹǦʹͻͻȂʹǦ͵Ͳͳ
…ƒ’ƒ…‹–›…‘•–”ƒ‹–•ǡʹǦʹ͹͹ȂʹǦʹͺʹ
…ƒ’ƒ…‹–›ˆ‘”‡…ƒ•–‹‰Ȁ’Žƒ‹‰ǡʹǦʹ͹ͷȂʹǦ
ʹ͹͸
…ƒ””‹‡”•ǡ–›’‡•‘ˆǡʹǦʹ͸ͷȂʹǦʹ͸ͺ
…‘•–•ǡʹǦʹͶͺǡʹǦʹ͹ͳȂʹǦʹ͹ʹǡʹǦʹͺͳȂʹǦʹͺʹ
‡…‘‘‹‡•‘ˆ•…ƒŽ‡ǡʹǦʹ͹͹ȂʹǦʹ͹ͺ
Š›„”‹†‘†‡•‘ˆǡʹǦ͵Ͳ͵ȂʹǦ͵Ͳ͸
ƒƒ‰‡‡–•›•–‡•ǡͳǦʹͺͷȂͳǦʹͻͲ
‘†‡•‡Ž‡…–‹‘…”‹–‡”‹ƒǡʹǦ͵ͲͳȂʹǦ͵Ͳ͸
‘†‡•‘ˆǡʹǦʹͺ͹ȂʹǦ͵Ͳ͸
‘–‘”…ƒ””‹‡”•ǡʹǦʹͺ͹ǡʹǦʹͻͳȂʹǦʹͻ͵
‡–™‘”†‡•‹‰ǡͳǦʹͺ͸
‘„Œ‡…–‹˜‡•Ȁ…‘•‹†‡”ƒ–‹‘•ǡʹǦʹ͹ͳȂʹǦʹ͹ͷ
’‹’‡Ž‹‡•ǡʹǦʹͺ͹ǡʹǦʹͻ͹ȂʹǦʹͻͻ
”ƒ‹Ž–”ƒ•’‘”–ǡʹǦʹͺ͹ȂʹǦʹͻͳ
–”ƒ†‡‘ˆˆ•™‹–Š™ƒ”‡Š‘—•‹‰ǡʹǦʹ͸ͶȂʹǦʹ͹Ͳ
™ƒ–‡”–”ƒ•’‘”–ǡʹǦʹͺ͹ǡʹǦʹͻ͵ȂʹǦʹͻ͹
–”‡‡†‹ƒ‰”ƒǡ͵Ǧʹʹͻ
–”‡†•ǡʹǦ͵ʹǡʹǦ͵͵ǡʹǦͶͳ
–”‹’Ž‡„‘––‘Ž‹‡ǡ͵ǦʹʹȂ͵Ǧʹ͵
‡…‘‘‹…’‡”ˆ‘”ƒ…‡ǡ͵Ǧʹ͵Ȃ͵Ǧʹͻ
‡˜‹”‘‡–ƒŽ’‡”ˆ‘”ƒ…‡ǡ͵ǦʹͻȂ͵Ǧ͵ͷ
•‘…‹ƒŽ’‡”ˆ‘”ƒ…‡ǡ͵Ǧ͵ͷȂ͵Ǧ͵͹
–”—…Ž‘ƒ†•‡‰‡–‘ˆ–”—…‹‰‹†—•–”›ǡʹǦ
ʹͻʹȂʹǦʹͻ͵
–”—…Ǧ’Žƒ‡•‡”˜‹…‡•ǡʹǦ͵Ͳ͸
–—”‘˜‡”ǡ‹˜‡–‘”›ǡʹǦͳ͸ͻȂʹǦͳ͹Ͳǡ͵Ǧͳ͸ͶȂ͵Ǧͳ͸ͷ
ȋ–‘–ƒŽ™ƒ•–‡ƒƒ‰‡‡–ȌǡʹǦͷͳͶ
ʹ„ƒ”…‘†‡ǡͳǦ͵ͳʹȂͳǦ͵ͳ͵
U
—…‡”–ƒ‹–›ƒ˜‘‹†ƒ…‡ǡ͵Ǧͳͺ
‹–‡†ƒ–‹‘•
‹–‡†ƒ–‹‘•‡…‘‡†ƒ–‹‘•‘–Š‡
”ƒ•’‘”–‘ˆƒ‰‡”‘—•
1-404 Version 4.0, 2016 Edition
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 Cumulative Course Index

‹–‡†ƒ”…‡Ž‡”˜‹…‡ǡʹǦ͵ͲͶ ˜ƒ”‹ƒ–‹‘ǡ”ƒ†‘ǡʹǦ͵ʹǡʹǦ͵͵ǡʹǦͶͳǡʹǦͷ͸
—‹˜‡”•ƒŽˆ—…–‹‘ƒŽ‹–›ǡ‹•‡”˜‹…‡Ǧ‘”‹‡–‡† ˜ƒ”‹‡–›ǡͳǦͷͳ
ƒ”…Š‹–‡…–—”‡ǡͳǦʹͻ͹ ȋ˜ƒŽ—‡Ǧƒ††‡†–ƒšȌǡʹǦ͵͵ͷȂʹǦ͵͵͸
‹˜‡”•ƒŽ”‘†—…–‘†‡ǡͳǦ͵ͳʹ ˜‡Ž‘…‹–›ǡͳǦͶͻȂͳǦͷͲǡ͵Ǧͳ͸Ͷǡ͵Ǧʹ͵͹Ȃ͵Ǧʹ͵ͺ
—‹˜‡”•ƒŽ‹–›ǡͳǦʹͳͲ ˜‡†‘”Ǧƒƒ‰‡†‹˜‡–‘”›ǡʹǦͶͺͳȂʹǦͶͺͶ
—‘™”‹••ǡ͵Ǧ͹ʹ ˜‡”–‹…ƒŽ…‘—‹…ƒ–‹‘ǡͳǦ͵ʹ͸

ȋ‹–‡†ƒ–‹‘•‡…‘‡†ƒ–‹‘•‘ ˜‡”–‹…ƒŽ‹–‡‰”ƒ–‹‘ǡͳǦͶͲȂͳǦͶʹ
–Š‡”ƒ•’‘”–‘ˆƒ‰‡”‘—•
‘‘†•Ȍǡ͵Ǧ͵ͳ ˜‡”–‹…ƒŽƒ”‡–’Žƒ…‡ǡʹǦͶͷ͹
ȋ‹˜‡”•ƒŽ”‘†—…–‘†‡ȌǡͳǦ͵ͳʹ ˜‡”–‹…ƒŽ•’ƒ…‡—–‹Ž‹œƒ–‹‘ǡʹǦʹͷʹ
ȋ‹–‡†ƒ”…‡Ž‡”˜‹…‡ȌǡʹǦ͵ͲͶ ˜‹”–—ƒŽ‘”‰ƒ‹œƒ–‹‘•ǡͳǦʹͷͶȂͳǦʹͷ͸
—’Ǧ•‡ŽŽ‹‰ǡʹǦ͵ͻʹȂʹǦ͵ͻ͵ǡʹǦͶͲ͸ ˜‹”–—ƒŽ’”‹˜ƒ–‡‡–™‘”•ǡͳǦʹͶͳ
—’•‹†‡•—’’Ž›…Šƒ‹ƒ†ƒ’–ƒ„‹Ž‹–›ǡ͵Ǧͳͺ͹ ˜‹”–—ƒŽ–”ƒ†‹‰‡š…Šƒ‰‡•ǡʹǦͶͷͷ
—’•‹†‡•—’’Ž›…Šƒ‹ˆŽ‡š‹„‹Ž‹–›ǡ͵Ǧͳͺ͸Ȃ͵Ǧͳͺ͹ ˜‹”–—ƒŽ–”ƒ‹‹‰ǡ͵Ǧʹͳ͵
ǤǤ
ȋ‰‡‡”ƒŽŽ›ƒ……‡’–‡†ƒ……‘—–‹‰ ˜‹•‹„‹Ž‹–›ǡͳǦͶͻ
’”‹…‹’Ž‡•ȌǡͳǦͳʹʹǡͳǦͳʹ͵ǡͳǦͳʹͶ ƒ…–‹˜‡ǡ‹•—’’Ž›…Šƒ‹‡˜‡–
—•ƒ‰‡˜ƒ”‹ƒ…‡ǡͳǦͳͳͺǡͳǦͳͳͻ ƒƒ‰‡‡–ǡͳǦʹͺͲȂͳǦʹͺͳ
—–‹Ž‹œƒ–‹‘ǡ‹‡ƒ•—”‹‰…ƒ’ƒ…‹–›ǡ͵Ǧͳͻ͸ ƒ†’”‘…‡••‹’”‘˜‡‡–ǡ͵Ǧʹͳ͸
ƒ†•—’’Ž‹‡””‡Žƒ–‹‘•Š‹’ƒƒ‰‡‡–
V –‡…Š‘Ž‘‰›ǡʹǦͶͶͻ
–‘‘Ž•ǡͳǦʹͺͺ
˜ƒŽ—‡ǡͳǦʹ͹ ˜‹•‹‘•›•–‡•ǡͳǦ͵ͳͲ
ƒ„•‘Ž—–‡ǡʹǦͷͷ ˜‹•—ƒŽ•‹‰ƒŽ•ǡʹǦͳͶ͵ȂʹǦͳͶͶ
ƒ††‡†ǡͳǦʹͺ ȋ˜‡†‘”Ǧƒƒ‰‡†‹˜‡–‘”›ȌǡʹǦͶͺͳȂʹǦ
ƒƒŽ›•‹•ǡʹǦͶͶͻ ͶͺͶ
ƒ–”‹•ȋȌǡ͵Ǧͳͺ͹Ȃ͵Ǧͳͺͺ ȋ˜‘‹…‡‘ˆ…—•–‘‡”ȌǡʹǦ͵͸ͳȂʹǦ͵͸ʹǡʹǦ͵ͻ͸
…Šƒ‹ǡͳǦ͸ͳ ˜‘‹…‡‘ˆ…—•–‘‡”ǡʹǦ͵͸ͳȂʹǦ͵͸ʹǡʹǦ͵ͻ͸
…—•–‘‡”ǡͳǦ͹ͳȂͳǦ͹͵ǡʹǦ͵ͷͺǡʹǦ͵ͺͺȂʹǦ͵ͺͻ ˜‘‹…‡Ȁ™”‹––‡…‘—‹…ƒ–‹‘ǡͳǦ͵ʹ͹
†‡…Žƒ”‡†ǡʹǦ͵͵Ͷ ˜‘Ž—‡ǡͳǦͷͳǡͳǦͳͳͻǡʹǦʹ͹͹
†‡Ž‹˜‡”›•—’’Ž›…Šƒ‹ǡͳǦʹͷͲǡͳǦʹͷͳ •ȋ˜‹”–—ƒŽ’”‹˜ƒ–‡‡–™‘”•ȌǡͳǦʹͶͳ
†‡•‹–›ǡ˜‡”•—•’ƒ…ƒ‰‹‰†‡•‹–›ǡʹǦ͵ͲͳȂ ˜—Ž‡”ƒ„Ž‡…—•–‘‡”•ǡʹǦ͵ͻͳǡʹǦͶͲ͸
ʹǦ͵Ͳ͵
‡ƒ”‡†ǡͳǦ͵ͷͲȂͳǦ͵ͷʹ W, X, Y, Z
‘ˆŽ‘‰‹•–‹…•ǡʹǦʹ͵ͳȂʹǦʹ͵Ͷ
’Žƒ‡†ǡͳǦ͵ͷͲȂͳǦ͵ͷʹ ™ƒ‰‘…”ƒ‡•ǡʹǦʹͷ͸ȂʹǦʹͷͺǡʹǦʹ͸ͳ
’”‘’‘•‹–‹‘ǡͳǦʹ͹ȂͳǦʹͺǡͳǦ͸ͲȂͳǦ͸ʹ ™ƒ‹––‹‡ǡʹǦͳͶͲ
•‘…‹ƒŽǡͳǦ͹͵ȂͳǦ͹͹ •ȋ™‹†‡ƒ”‡ƒ‡–™‘”•ȌǡͳǦʹͶͳ
•–”‡ƒǡͳǦ͸ͳ ™ƒ”‡Š‘—•‡ƒ—–‘ƒ–‹‘•›•–‡•ǡͳǦ͵ͳͲ
•–”‡ƒƒ’’‹‰ǡͳǦ͸ʹǡͳǦ͸͵ȂͳǦ͸Ͷǡ͵ǦʹͶͶȂ ™ƒ”‡Š‘—•‡ƒƒ‰‡‡–•›•–‡•ǡʹǦʹ͸ʹȂʹǦ
͵ǦʹͶͷ ʹ͸͵ǡͳǦʹͺʹȂͳǦʹͺͷ
ƒ†•—’’Ž›…Šƒ‹ƒƒ‰‡‡–ǡͳǦ͵ͻ ™ƒ”‡Š‘—•‡•ǡʹǦͳ͹ʹǡʹǦʹ͵ͳǡʹǦʹ͵ͻ
•›•–‡ǡͳǦʹ͹ ƒ—–‘ƒ–‹‘‹ǡͳǦ͵ͳͲǡʹǦͳͷͺȂʹǦʹ͸ͳǡʹǦʹ͸ʹ
˜ƒŽ—‡Ǧƒ††‡†–ƒšǡʹǦ͵͵ͷȂʹǦ͵͵͸ …ƒ’ƒ„‹Ž‹–‹‡•ǡʹǦʹ͵ͻȂʹǦʹͶͷ
˜ƒ†ƒŽ‹•ǡ͵Ǧͳͳ͹Ȃ͵Ǧͳͳͺ …ƒ’ƒ…‹–›ˆ‘”‡…ƒ•–‹‰Ȁ’Žƒ‹‰ǡʹǦʹͷͲȂʹǦ
ȋ˜ƒŽ—‡ƒ–”‹•Ȍǡ͵Ǧͳͺ͹Ȃ͵Ǧͳͺͺ ʹͷ͵
˜ƒ”‹ƒ„‹Ž‹–›ǡͳǦͷͲȂͳǦͷͳǡ͵ǦʹͷͲ ‹ˆ‘”ƒ–‹‘–‡…Š‘Ž‘‰›ǡʹǦʹ͸͵ȂʹǦʹ͸Ͷ
˜ƒ”‹ƒ…‡ȋ•ȌǡͳǦͳͳͺǡͳǦͳͳͻǡͳǦͳʹͲ Žƒ›‘—–ǡʹǦͳͻͳȂʹǦͳͻʹ
ƒƒŽ›•‹•ǡͳǦ͵ͷͲȂͳǦ͵ͷʹ Ž‘…ƒ–‹‘ǡʹǦʹ͵͸ǡʹǦʹͶͻȂʹǦʹͷͲ
…‘•–ǡͳǦͳͳͺǡͳǦͳͳͻ ƒƒ‰‡‡–•›•–‡•ȋȌǡʹǦʹ͸ʹȂʹǦ
‹Ž‘‰‹•–‹…•ǡʹǦʹͶͷ ʹ͸͵
—•ƒ‰‡ǡͳǦͳͳͺǡͳǦͳͳͻ ƒ–‡”‹ƒŽ•ǦŠƒ†Ž‹‰‘’–‹‘•ǡʹǦʹͷ͵ȂʹǦʹ͸Ͷ

© 2016 APICS 1-405 Version 4.0, 2016 Edition

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APICS CSCP Learning System

™ƒ”‡Š‘—•‡•ȋcontinuedȌ ™‡„Ǧ„ƒ•‡†™ƒ”‡Š‘—•‡ƒƒ‰‡‡–•›•–‡•ǡ
—„‡”‘ˆǡͳǦͳͻͳȂͳǦͳͻʹǡʹǦʹͶ͸ȂʹǦʹͶͻ ͳǦʹͺ͵
‘„Œ‡…–‹˜‡•Ȁ…‘•‹†‡”ƒ–‹‘•ǡʹǦʹͶͷȂʹǦʹͷͲ ™‡„Ǧ‡ƒ„Ž‡†•—’’Ž‹‡””‡Žƒ–‹‘•Š‹’
‘™‡”•Š‹’ǡʹǦʹ͸ͺȂʹǦʹ͹Ͳ ƒƒ‰‡‡–ǡʹǦͶͶ͹
–”ƒ†‡‘ˆˆ•™‹–Š–”ƒ•’‘”–ƒ–‹‘ǡʹǦʹ͸ͶȂʹǦ ȋƒ•–‡•‘ˆŽ‡…–”‹…ƒ†Ž‡…–”‘‹…
ʹ͹Ͳ “—‹’‡–ȌŽ‡‰‹•Žƒ–‹‘ǡʹǦͷʹͲ
™ƒ””ƒ–‹‡•ǡʹǦͷͲͷ ™‡‡Ž›†ƒ–‡•ˆ‘”•’‡…‹ˆ‹…’”‘†—…–•ǡʹǦͳͳͲ
™ƒ•–‡ǡͳǦ͹͸ǡ͵Ǧʹ͵ͶȂ͵Ǧʹ͵ͷǡ͵ǦʹͶ͹Ȃ͵ǦʹͶͺǡ͵Ǧ ™‡‹‰Š–‡†‘˜‹‰ƒ˜‡”ƒ‰‡ˆ‘”‡…ƒ•–‹‰ǡʹǦͶͷȂ
ʹͷͲǡʹǦͷͳͶȂʹǦͷʹͲ ʹǦͶ͸ǡʹǦͶ͹ȂʹǦͶͻ
‡š…Šƒ‰‡ǡʹǦͷͳͺ ™‹†‡ƒ”‡ƒ‡–™‘”•ǡͳǦʹͶͳ
Šƒœƒ”†‘—•ǡʹǦͷͳͺȂʹǦͷʹͲ ™‹Ǧ„ƒ……—•–‘‡”•ǡʹǦ͵ͻʹǡʹǦͶͲ͸
See also
—•–Ǧ‹Ǧ‹‡ǢŽ‡ƒ’”‘†—…–‹‘Ǣ ȋ™‘”Ǧ‹Ǧ’”‘…‡••Ȍ‹˜‡–‘”›ǡʹǦͳͷ͸
”‡˜‡”•‡Ž‘‰‹•–‹…•
ƒ•–‡•‘ˆŽ‡…–”‹…ƒ†Ž‡…–”‘‹…“—‹’‡–
Ž‡‰‹•Žƒ–‹‘ǡʹǦͷʹͲ
™ƒ–‡”–”ƒ•’‘”–ǡʹǦʹͺ͹ǡʹǦʹͻ͵ȂʹǦʹͻ͹
ȋ™‘”„”‡ƒ†‘™•–”—…–—”‡ȌǡͳǦ͵ͶͷȂͳǦ
͵Ͷ͸
™‡„†‹…–‹‘ƒ”‹‡•ǡͳǦʹ͸͸
™‡„•‡”˜‹…‡•ǡͳǦʹͻͷȂͳǦʹͻ͹
™‡„Ǧ„ƒ•‡†–”ƒ•’‘”–ƒ–‹‘ƒƒ‰‡‡–
•›•–‡•ǡͳǦʹͺͺ
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™‹”‡Ž‡••”ƒ†‹‘†ƒ–ƒ–‡”‹ƒŽȋȌǡͳǦ͵ͳͲ
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ʹ͸ʹȂʹǦʹ͸͵ǡͳǦʹͺʹȂͳǦʹͺͷ
™‘”„”‡ƒ†‘™•–”—…–—”‡ǡͳǦ͵ͶͷȂͳǦ͵Ͷ͸
™‘”˜ƒŽ—‡•ǡ͵Ǧͳͻ
™‘”Ǧ‹Ǧ’”‘…‡••‹˜‡–‘”›ǡʹǦͳͷ͸
‘”Ž†”ƒ†‡”‰ƒ‹œƒ–‹‘ǡʹǦ͵͵͸
™”‹––‡Ȁ˜‘‹…‡…‘—‹…ƒ–‹‘ǡͳǦ͵ʹ͹
ȋ‘”Ž†”ƒ†‡”‰ƒ‹œƒ–‹‘ȌǡʹǦ͵͵͸
Ǧ•…‘”‡ǡ͵ǦͳͷͺȂ͵Ǧͳͷͻ

1-406 Version 4.0, 2016 Edition
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