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Inventory Modeling

Operations Management

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What is inventory management?

Inventory is working capital and therefore the control of inventories is an important aspect of operations management.

The basic questions in the management of inventory are:

  1. How much inventory to keep?
  2. When?

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What is inventory management?

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Purposes of Inventory

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Purposes of Inventory

All firms (including JIT operations) keep a supply of inventory for the following reasons:

  1. To maintain independence of operations. A supply of materials at a work center allows center flexibility in operations.

  • To meet variation in product demand. If the demand for the product is know precisely, it may be possible to produce the product to exactly meet the demand.

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Purposes of Inventory

All firms (including JIT operations) keep a supply of inventory for the following reasons:

  1. To allow flexibility in production scheduling. A stock of inventory relieves the pressure on the production system to get the goods out.

  • To provide a safeguard for variation in raw material delivery time. When material is ordered from a vender, delays can occur for a variety of reasons.

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Purposes of Inventory

All firms (including JIT operations) keep a supply of inventory for the following reasons:

  1. To take advantage of economic purchase order size. There are costs to place an order: labor, phone calls, typing, postage, and so on.

  • Many other domain-specific reasons. Depending on the situation, inventory may need to be carried.

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What is inventory management?

The principal functions of inventory

  1. There are inventories for normal consumption requirements. Therefore, depending upon the average consumption rates and average lead times for procurement / manufacture of the material , inventories are kept at the appropriate times.
  2. A production process, however continuous it may be, is bound to have some interruptions; it may also have imbalances in the consumption and production rates of the materials at different stages. These interruptions and imbalances make it necessary to keep stocks of inventory between the different stages of the operations.

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Basic Function

Inventory is needed for the definite consumption demand of materials, and to take care of the uncertainty involved in the usage or availability of the materials.

The inventory taking care of the first aspect of normal consumption is called the normal inventory and the inventory taking care of the second aspect of uncertainty is called the safety stock or buffer stock of inventory.

There are various other categories of inventories, anticipation inventory, transit inventory and pipeline inventory.

These are modified versions of the two concepts

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Lot for Lot (L4L) as a technique…..

Lot-for-lot (L4L)

A common technique used to avoid differences between needed or used.

  • Sets planned orders to exactly match the net requirements.
  • Produces or requires exactly what is needed each period with no inventory carried over into future periods.
  • Minimizes carrying costs.
  • Does not take into account setup costs or capacity limitations.

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Inventory Costs

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Relevant Costs

The relevant costs for the “how much” and “when” decisions of normal inventory keeping are:

Costs

Description

Cost of capital

This is the opportunity cost of investing in inventory.

Space Cost

This cost may be the rent paid for the space needed for the inventory.

Material Handling Cost

The inventory needs to be moved within the warehouse and the factory.

Insurance Costs

The firm might have taken insurance against a risk of fire, theft or pilferage of materials.

Costs of General Administration

Inventory keeping will involve the use of various staff.

Inventory Procurement Costs

When an order for procurement is to be placed to an external agency supplying the materials, there is a cost associated with activities such as tendering, evaluation of bids, ordering, etc.

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Models of Inventory

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Optimal Order Quantity

The total relevant costs would show a minimum at a certain value of the order quantity. The latter is the desired optimal order quantity.

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Optimal Order Quantity

Considering the cost that we have managing the inventory, it is important to analyze and calculate the quantity necessary to order to our supplier, this, with the minimum cost.

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Optimal Order Quantity

Fixed-order quantity model (Q-model)

An inventory control model where the amount requisitioned is fixed and the actual ordering is triggered by inventory dropping to a specified level of inventory.

The Economic Order Quantity is an inventory control model where the amount requisitioned is fixed and the actual ordering is triggered by inventory dropping to a specified level of inventory.

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Optimal Order Quantity

The second step in model Development is to find that optimal order quantity Qopt at which total cost is a minimum.

Because the simple model assumes constant demand and lead time, neither safety stock nor stockout cost is necessary, and the reorder point, R, is simply:

d = Average daily demand (constant).

L = Lead time in days (constant).

 

R = dL

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Optimal Order Quantity

The average inventory level (also called order-size or lot-size inventory) is inventory resulting from the acquisition or production of lots larger than those needed for immediate consumption or sale.

Average inventory level= Q / 2

The inventory carrying cost can be calculated by multiplying the average inventory by the cost of holding an item in inventory during the stated period.

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Optimal Order Quantity

TC = Total annual cost.

D = Demand (annual).

C = Cost per unit.

Q = Quantity to be ordered.

S = Setup cost or cost of placing an order.

R = Reorder point.

L = Lead time.

H = Annual holding and storage cost per unit of average inventory.

 

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Optimal Order Quantity

Finally, it is possible to know the minimum / total cost necessary to expend having managed our inventory.

 

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Considerations of uncertainties

In the actual practice, there are always uncertainties stemming from two basic reasons:

  1. Variability in sales, hence variability in the demand for the materials or the consumption of the materials.
  2. Delay in the supplies of raw materiales.

The buffer stock can be used to cover the risk in inventory.

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Approaches to determine buffer stock

There are two approaches to determine the buffer stock to kept in order to cover demand rate variations

1. Explicit consideration of shortage costs.

Since inventory control basically involves the trade-offs between different costs, we may consider

  1. The costs of not having the materials in the quantity that may be required.
  2. The cost of keeping excess material in stock for fear of demand rate variations.

The former cost per unit of the material is called as the understocking cost or the shortage cost; the latter cost per unit of the material is called as the overstocking cost.

2. Implicit consideration of shortage costs.

Instead of speaking in terms of explicit values of the understocking and overstocking costs, of which the former is not very easy to obtain, one may gauge the uncertain demand rates in terms of a risk factor o risk-level. The buffer stock is then computed based on the risk which the organization is willing to undertake.

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Fixed Order Period Models

In many organizations, the purchasing policy is to place and order for materials at definite periodic intervals, such as monthly, quarterly, etc.

In the Fixed order period models or P-system of inventory control, the ordering period if fixed but the order size (quantity) may be varying.

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Fixed Order Period Models

The procedure consists of:

  1. Determining the optimal cycle analytically, including some practical considerations.
  2. Determining the maximum level of inventory on hand and on order analytically.
  3. Determining the amount to order, at each period, by subtracting the actual amount on hand from the earlier determined level of maximum inventory on hand plus on order.

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Fixed Order Period Models

The two quantities which need to be determined in a P-system are:

  1. The order cycle.
  2. The maximum inventory on hand plus on order.

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Fixed Order Period Models

The Quantity order using this model, once the period is defined and known.

Q = d(T+L) +zσ(T+L) – I

Q= Quantity.

d = Demand

T = The ordering period.

L = Lead time.

z = Policy of satisfying.

σ = Standard deviation.

I = inventory.

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Fixed Order Period Models

The EOQ model provides the best "economic time interval" to establish an optimal policy that can be used also in fixed periods.

Economic time interval = (Q / D) * Working days in a year.

Is important to clarify that the result of this form, is used to consider to know when will be checked the inventory.

Don’t forget to consider the days of working time you have in a year. If a specific time is not mentioned, consider 365 days.

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Annual inventory rotation

Inventory turnover, also called "turnover rate", is an indicator of an operational and financial nature, which allows to know on average how many times the company sells and replaces its stocks during a determined period of time (generally one year).

It can be given by:

Annual inventory rotation = Annual Demand / Cycle time

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