JPH0721281A - Production and sales management supporting system - Google Patents

Abstract

PURPOSE:To make a sales and production plan for curtailing overstock and reducing the rate of the shortage of products. CONSTITUTION:A sales actual result value and a sales plan value in the pot classified by each business office and each article are stored in a data storage means 11, and a calculating means 10 calculates a production and sales plan value on the basis of the ratio of the sales actual result value in the past to the sales plan value in the past and the sales plan value in the future. A production schedule plan and stock data are stored in the data storage means 13, 14, and the calculating means 12 makes a candidate plan in which the production schedule of the article and a period, etc., are corrected so that stock quantity is reduced on the basis of the production and sales plan value, the production schedule plan and the stock data.

Description

Detailed Description of the Invention

[0001]

BACKGROUND OF THE INVENTION 1. Field of the Invention The present invention relates to a sales and production management support system for effectively combining sales and production, and particularly to a sales plan and a production plan for realizing reduction of excess inventory and reduction of out-of-stock rate. The present invention relates to a sales / production management support system suitable for creation.

[0002]

2. Description of the Related Art In corporate management, how to reduce costs is a problem, and in particular, reduction of inventory costs related to distribution, which accounts for a large proportion of costs, is an important issue. Of course, it is not necessary to simply reduce inventory costs, but it is necessary to maintain an appropriate inventory quantity under a certain desired out-of-stock rate. In order to achieve proper inventory, it is possible to improve the system such as ordering performed in daily operations, but the biggest improvement is to realize production in line with sales.

For a conventional method of creating a sales plan and a production plan, for example, "Introduction to Production Management" (published by the Japan Management Association,
There is a method described in March 1, 1988). In this method, first, a demand forecast is made for how much each product sells. This demand forecast does not include human intention, and the given data is processed objectively. A sales plan is created by adding human intention to the forecast result. The intention is to reduce prices, frequent customer visits, etc.
In order to improve the sales volume, the planned sales value is higher than the demand forecast value.

Based on this sales plan value, an inventory plan is made based on seasonal fluctuations, monthly fluctuations, weekly fluctuations, and the like.
As for production, a yearly, three-month, one-month, and recently, one-week operation rate plan is set up, and the final execution plan is on a daily basis, based on customer service and production efficiency. A plan is created.

[0005]

However, in the above-mentioned conventional method, the following points are not taken into consideration. That is, firstly, it is difficult to obtain the accuracy of the sales plan, which is the basis of the production plan, for the target having a large number of sales offices. Since each sales office has sales responsibility, each sales office prepares a sales plan. Because of emphasis on customer service, there is a tendency to make a large sales plan due to fear of out of stock. Of course, there are sales offices that create accurately and sales offices that create a little. Therefore, the accuracy of the sales plan created by the sales office is low. As described in the conventional method, the production plan is created on the basis of the sales plan with low accuracy, so that excess inventory may occur or a shortage may frequently occur.

It is possible that the head office forecasts the demand as a whole and prepares a sales plan, but there is a peculiarity of the sales area of each sales office and the like so that the head office creates a highly accurate sales plan. It is difficult.

Second, there is no production plan taking into consideration inventory. As mentioned above, the sales plan of each sales office may not be reliable, but as mentioned in the conventional method, the production department tends to improve the production efficiency and customer service, so that it can be used for large lot production or full production. It tends to happen, and it is easy to cause excess inventory or shortage. Further, there is no means for analyzing which part of the production plan result should be corrected to reduce the inventory.

An object of the present invention is to solve the problems of the conventional method, to provide a sales and production management support system suitable for preparing a sales plan and a production plan for reducing excess stock and reducing the stockout rate. To do.

[0009]

To achieve the above object, in the present invention, in a sales and production management support system,
Based on the means for storing the past sales actual value and the past sales planned value for each sales office and item, the ratio of the past sales actual value and the past sales planned value, and the future sales planned value A means for calculating the sales plan value, a means for storing the production schedule plan and the inventory data, and a production schedule for reducing the inventory amount based on the calculated production sales plan value, the production schedule plan and the inventory data. And a means for creating a candidate proposal that has been corrected.

[0010]

[Operation] Since a sales plan for production with high feasibility is created, a production plan is created according to the sales situation, and a revision plan of the production plan is also created from the viewpoint of inventory. Optimization is realized.

[0011]

DETAILED DESCRIPTION OF THE PREFERRED EMBODIMENTS An embodiment of the present invention will be specifically described below with reference to the drawings. FIG. 1 is a system configuration diagram of the present invention. In addition, the level of detail of the sales plan created by the sales office is generally not on a daily basis but on a weekly basis at a minimum, so the sales plan created by the sales outlet will be described below on a weekly basis. Of course, it may be a monthly unit or a period unit.

The sales plan calculation means 10 for production reads out the past sales results and past sales plan values for each sales office and each item from the sales plan / actual data storage means 11, calculates the ratio thereof, and calculates the ratio. The sales plan value for production is calculated based on the ratio and the future sales plan stored in the sales plan / actual data storage unit 11.

The production schedule plan correction portion calculation means 12 is a production plan / actual storage means 13 for the production sales plan value.
From the production schedule plan stored in and the inventory data stored in the inventory plan / actual data storage means 14, a candidate plan such as an item to be revised in the production schedule plan for inventory reduction and a revision period is calculated. To do.

The external data fetching means 15 stores the sales plan data, the actual values, the production plan draft data created in the production department, the production results, the inventory plan data, and the inventory results from each sales office through the network, and the storage means 11. , 12, 13 However, those information and data are input device 16
You may enter from. The input device 16 is also used for inputting processing requests and parameters. Output device 1
Reference numeral 7 outputs the production sales plan calculation result, the production schedule plan correction part information and the like. The processing control means 18 controls the processing sequence of the input / output device and various means.

FIG. 2 is a process flow chart of the production sales plan calculation executed by the production sales plan calculation means 10.

From the sales plan / actual data storage means 11,
Past weekly sales actual value p (i, j) and sales plan value q
(i, j) are taken out and their ratio a (i, j) is calculated (step 100). This ratio is considered to be a measure of the reliability of the sales plan. The sales plan is created by each sales office. Since a (i, j) depends on the sales plan preparation ability of the sales office, the approach to the sales, etc., it differs for each sales office.

A (i, j) = p (i, j) / q (i, j) where i; branch office NO. , J; Item No. It should be noted that a (i, j) is slightly different depending on which week of data is used, but various methods such as taking an average or applying linear regression can be considered as a method for obtaining a representative value thereof. Here, the important thing is to pay attention to a (i, j).

Next, the sales plan / actual data storage means 11
Therefore, the weekly sales plan r (i, j), which is the target of future plans
Take in (step 110).

Using the results of the above steps, a weekly sales plan value s (i, j) for production by shop and by item is calculated by the following formula (step 120).

1-b≤a (i, j) ≤1 + b, s (i, j) = r (i, j) a (i, j)> 1 + b or a (i, j) <1-b In the case of s (i, j) = a (i, j) * r (i, j), b is a constant and 0 <b <1.

It should be noted that b may be given by a person, or the variation of the sales performance may be calculated by a statistical method and the value may be set based on the variation.

Next, the weekly sales plan value s (j) for production for each item is calculated (step 130). Since the production side needs a sales plan value for each item for the entire sales office, s (j) is obtained.

S (j) = {Sum of i of s (i, j)} Finally, s (j) is expanded into daily sales plans u (i, t) (step 140). Here, t = 1 to 7, and each numerical value corresponds to a day of the week.

One method of expanding the above-mentioned weekly sales plan value s (j) into daily units (day of the week) is based on past sales results stored in the sales plan / actual data storage means 11. The day-of-week variation is calculated, and the product of this day-of-week variation and s (j) is u
(j, t). Through the above processing, a highly reliable daily sales plan u (j, t) for production is obtained.

FIG. 3 is a process flow chart in the production schedule plan correction part calculation means for the purpose of inventory reduction based on u (j, t). Further, FIG. 4 is a diagram for explaining the processing flowchart of FIG.

Based on the daily sales plan for production u (j, t), the cumulative sales plan quantity for production U (j, t) is calculated (step 200).

For example, U (j, 1) = u (j, 1), U (j, 2) = u (j, 1) + u (j, 2) U (j, 3) = u (j, 1) ) + U (j, 2) + u (j, 3) :: Next, based on the production schedule plan stored in the production plan / actual data storage means 13, the cumulative production plan amount V (j,
t) is calculated (step 210).

The inventory quantity is calculated from U (j, t), V (j, t), and the inventory quantity at the beginning of the week and the weekend inventory quantity stored in the inventory plan / actual data storage means 14, and the inventory quantity is calculated. Items, periods, excess inventory amounts, etc., whose quantity exceeds the target inventory quantity K (j) are extracted (step 220).

FIG. 4 shows the calculation process of step 220.
Will be explained. The inventory quantity on each day of the planning period is calculated by the following: Weekly inventory quantity + production plan quantity cumulative value−production sales plan quantity cumulative value. In FIG. 4, the curve corresponds to the curve of the cumulative production plan amount and the curve of the cumulative production plan amount for production. In this example, t = 2 to 5 during the period when the inventory exceeds K (j).
Therefore, the item No. Regarding j, it can be seen that the production schedule plan needs to be revised and examined so that the stock amount in the period of t = 2 to 5 is reduced.

The method of determining K (j) is determined based on the target inventory days stored in the inventory plan / actual data storage means 14, that is, how many days of inventory should be held. That is, K
(j) = (stock days) * (shipping quantity of item j / day) Finally,
In order to improve the efficiency of correction and examination, the results of step 220 are sorted in descending order of excess inventory and output to the output device 17 (step 230).

As described above, according to the present embodiment, it is possible to realize the production according to the sale and to maintain the proper inventory.

[0032]

As described above, according to the present invention, a means for storing the past sales record value and the past sales plan value for each branch and item, and the past sales record value and the past sales record value. Based on the ratio with the sales plan value and future sales plan values,
A means for calculating the production / sales plan value, a means for storing the production schedule plan and inventory data, and a production for reducing the inventory amount based on the calculated production / sales plan value, the production schedule plan and the inventory data. Since it has a means to create a candidate plan with a revised schedule, it is possible to create a highly feasible sales plan for production, and also to create a production plan that can maintain appropriate inventory according to the sales situation. .

[Brief description of drawings]

FIG. 1 is a system configuration diagram of the present invention.

FIG. 2 is a processing flowchart of a production sales plan calculation means.

FIG. 3 is a processing flowchart of a production schedule plan correction partial calculation means.

FIG. 4 is a diagram for explaining the processing flowchart of FIG. 3;

[Explanation of symbols]

 10 Sales Plan Calculation Means for Production 11 Sales Plan / Actual Data Storage Means 12 Production Schedule Plan Correction Part Calculation Means 13 Production Plan / Actual Data Storage Means 14 Inventory Plan / Actual Data Storage Means 15 External Data Importing Means 16 Input Devices 17 Output Devices 18 Processing control means

Claims (1)

[Claims] 1. In the sales and production management support system, means for storing a past sales actual value and a past sales planned value for each sales office and item, and a ratio between the past sales actual value and the past sales planned value. And a means for calculating the production and sales plan value based on the future sales plan value, a means for storing the production schedule plan and inventory data, and the calculated production and sales plan value, production schedule plan and inventory data. And a means for creating a candidate plan in which the production schedule is modified so as to reduce the inventory quantity.