4.0 - Deliver Physical Products

PCF Category: 4.0
Total Elements: 147
Hierarchy Depth: Up to 4 levels

Overview

This category encompasses all processes related to deliver physical products within an enterprise.

Process Groups (Level 1)

Hierarchy ID	Process Group	Sub-Elements
4.0	Deliver Physical Products	0
4.1	Plan for and align supply chain resources	55
4.2	Procure materials and services	27
4.3	Produce/Assemble/Test product	29
4.4	Manage logistics and warehousing	31

Detailed Process Hierarchy

4.0 - Deliver Physical Products

PCF ID: 20022

4.1 - Plan for and align supply chain resources

PCF ID: 10215

ID	Process	PCF ID	Metrics
4.1.1	Develop production and materials strategies	10221	N
4.1.2	Manage demand for products	10222	N
4.1.3	Create materials plan	10223	N
4.1.4	Create and manage master production schedule	10224	N
4.1.5	Plan distribution requirements	17042	N
4.1.6	Establish distribution planning constraints	10226	N
4.1.7	Review distribution planning policies	10227	N
4.1.8	Develop quality standards and procedures	10368	N

4.1.1 - Develop production and materials strategies (9 elements)

ID	Process	PCF ID
4.1.1.1	Define manufacturing goals	10229
4.1.1.2	Define labor and materials policies	10230
4.1.1.3	Define outsourcing policies	10231
4.1.1.4	Define capital expense policies	10232
4.1.1.5	Define capacities	10233
4.1.1.6	Define production network and supply constraints	10234
4.1.1.7	Define production process	14193
4.1.1.8	Define standard operating procedures	19551
4.1.1.9	Define production workplace layout and infrastructure	14194

4.1.2 - Manage demand for products (7 elements)

ID	Process	PCF ID
4.1.2.1	Develop baseline demand forecasts	10235
4.1.2.2	Collaborate demand with customers	10236
4.1.2.3	Develop demand consensus forecast	10237
4.1.2.4	Determine available to promise	10238
4.1.2.5	Monitor activity against demand forecast and revise forecast	10239
4.1.2.6	Evaluate and revise demand forecasting approach	10240
4.1.2.7	Measure demand forecast accuracy	10241

4.1.3 - Create materials plan (6 elements)

ID	Process	PCF ID
4.1.3.1	Create unconstrained plan	10242
4.1.3.2	Collaborate with supplier and contract manufacturers	10243
4.1.3.3	Identify critical materials and supplier capacity	10244
4.1.3.4	Monitor material specifications	10245
4.1.3.5	Generate constrained plan	10246
4.1.3.6	Define production balance and control	14196

4.1.4 - Create and manage master production schedule (3 elements)

ID	Process	PCF ID
4.1.4.1	Model production network to enable simulation and optimization	20023
4.1.4.2	Create master production schedule	20024
4.1.4.3	Maintain master production schedule	17041

4.1.5 - Plan distribution requirements (12 elements)

ID	Process	PCF ID
4.1.5.1	Maintain master data	10252
4.1.5.2	Determine finished goods inventory requirements at destination	10253
4.1.5.3	Determine product storage facility requirements	19555
4.1.5.4	Calculate requirements at destination	10254
4.1.5.5	Calculate consolidation at source	10255
4.1.5.6	Manage collaborative replenishment planning	10256
4.1.5.7	Calculate and optimize destination dispatch plan	10258
4.1.5.8	Manage dispatch plan attainment	10259
4.1.5.9	Calculate and optimize destination load plans	10260
4.1.5.10	Manage partner load plan	10261
4.1.5.11	Manage cost of supply	10262
4.1.5.12	Manage capacity utilization	10263

4.1.6 - Establish distribution planning constraints (4 elements)

ID	Process	PCF ID
4.1.6.1	Establish distribution center layout constraints	10267
4.1.6.2	Establish inventory management constraints	10268
4.1.6.3	Establish transportation management constraints	10269
4.1.6.4	Establish storage management constraints	19558

4.1.7 - Review distribution planning policies (3 elements)

ID	Process	PCF ID
4.1.7.1	Review distribution network	10264
4.1.7.2	Establish sourcing relationships	10265
4.1.7.3	Establish dynamic deployment policies	10266

4.1.8 - Develop quality standards and procedures (3 elements)

ID	Process	PCF ID
4.1.8.1	Establish quality targets	10371
4.1.8.2	Develop standard testing procedures	10372
4.1.8.3	Communicate quality specifications	10373

4.2 - Procure materials and services

PCF ID: 10216

ID	Process	PCF ID	Metrics
4.2.1	Provide sourcing governance and perform category management	10277	Y
4.2.2	Develop sourcing and category management strategies	20973	N
4.2.3	Select suppliers and develop/maintain contracts	10278	Y
4.2.4	Order materials and services	10279	Y
4.2.5	Manage suppliers	10280	Y

4.2.1 - Provide sourcing governance and perform category management (7 elements)

ID	Process	PCF ID
4.2.1.1	Develop procurement plan	10281
4.2.1.2	Clarify purchasing requirements	10282
4.2.1.3	Establish materials management contingency plans	10283
4.2.1.4	Match needs to supply capabilities	10284
4.2.1.5	Analyze organization’s spend profile	10285
4.2.1.6	Seek opportunities to improve efficiency and value	10286
4.2.1.7	Collaborate with suppliers to identify sourcing opportunities	10287

4.2.3 - Select suppliers and develop/maintain contracts (4 elements)

ID	Process	PCF ID
4.2.3.1	Select suppliers	10288
4.2.3.2	Certify and validate suppliers	10289
4.2.3.3	Negotiate and establish contracts	10290
4.2.3.4	Manage contracts	10291

4.2.4 - Order materials and services (7 elements)

ID	Process	PCF ID
4.2.4.1	Process/Review requisitions	10292
4.2.4.2	Approve requisitions	10293
4.2.4.3	Solicit/Track vendor quotes	10294
4.2.4.4	Create/Distribute purchase orders	10295
4.2.4.5	Expedite orders and satisfy inquiries	10296
4.2.4.6	Reconcile purchase orders	10297
4.2.4.7	Research/Resolve order exceptions	10298

4.2.5 - Manage suppliers (4 elements)

ID	Process	PCF ID
4.2.5.1	Monitor/Manage supplier information	10299
4.2.5.2	Prepare/Analyze procurement and vendor performance	10300
4.2.5.3	Support inventory and production processes	10301
4.2.5.4	Monitor quality of product delivered	10302

4.3 - Produce/Assemble/Test product

PCF ID: 10217

ID	Process	PCF ID	Metrics
4.3.1	Schedule production	10303	N
4.3.2	Produce/Assemble product	10304	Y
4.3.3	Perform quality testing	10369	N
4.3.4	Maintain production records and manage lot traceability	10370	N

4.3.1 - Schedule production (7 elements)

ID	Process	PCF ID
4.3.1.1	Model and simulate plant	19563
4.3.1.2	Generate line level plan	10306
4.3.1.3	Generate detailed schedule	10307
4.3.1.4	Schedule production orders and create lots	10308
4.3.1.5	Schedule preventive (planned) maintenance (preventive maintenance orders)	10315
4.3.1.6	Schedule requested (unplanned) maintenance (work order cycle)	10316
4.3.1.7	Release production orders and create lots	10309

4.3.2 - Produce/Assemble product (10 elements)

ID	Process	PCF ID
4.3.2.1	Manage raw material inventory	10310
4.3.2.2	Execute detailed line schedule	10311
4.3.2.3	Report maintenance issues	10319
4.3.2.4	Rerun defective items	10313
4.3.2.5	Monitor and optimize production process	19566
4.3.2.5.1	Automate and control plant	19567
4.3.2.5.2	Perform advanced process control	19568
4.3.2.5.3	Perform real-time optimization	19569
4.3.2.5.4	Manage plant alarms and alerts	19570
4.3.2.6	Assess production performance	10314

4.3.3 - Perform quality testing (6 elements)

ID	Process	PCF ID
4.3.3.1	Calibrate test equipment	10318
4.3.3.2	Perform testing using the standard testing procedure	10374
4.3.3.3	Manage quality samples	20956
4.3.3.4	Record test results	10375
4.3.3.5	Track and analyze non-conformance trends	12045
4.3.3.6	Perform root cause analysis	12046

4.3.4 - Maintain production records and manage lot traceability (2 elements)

ID	Process	PCF ID
4.3.4.1	Determine lot numbering system	10376
4.3.4.2	Determine lot use	10377

4.4 - Manage logistics and warehousing

PCF ID: 10219

ID	Process	PCF ID	Metrics
4.4.1	Provide logistics governance	10338	Y
4.4.2	Plan and manage inbound material flow	20936	Y
4.4.3	Operate warehousing	10340	Y
4.4.4	Operate outbound transportation	10341	Y

4.4.1 - Provide logistics governance (7 elements)

ID	Process	PCF ID
4.4.1.1	Translate customer service requirements into logistics requirements	10343
4.4.1.2	Design logistics network	10344
4.4.1.3	Communicate outsourcing needs	10345
4.4.1.4	Develop and maintain delivery service policy	10346
4.4.1.5	Optimize transportation schedules and costs	10347
4.4.1.6	Define key performance measures	10348
4.4.1.7	Define reverse logistics strategy	16905

4.4.2 - Plan and manage inbound material flow (8 elements)

ID	Process	PCF ID
4.4.2.1	Plan inbound material receipts	10349
4.4.2.2	Manage inbound material flow	10350
4.4.2.3	Monitor inbound delivery performance	10351
4.4.2.4	Manage flow of returned products	10352
4.4.2.5	Control quality of returned parts	12708
4.4.2.6	Salvage or repair returned products	20109
4.4.2.6.1	Perform salvage activities	10366
4.4.2.6.2	Manage repair/refurbishment and return to customer/stock	14195

4.4.3 - Operate warehousing (8 elements)

ID	Process	PCF ID
4.4.3.1	Track inventory deployment	10353
4.4.3.2	Receive, inspect, and store inbound deliveries	10354
4.4.3.3	Track product availability	10355
4.4.3.4	Pick, pack, and ship product for delivery	10356
4.4.3.5	Track inventory accuracy	10357
4.4.3.6	Track third-party logistics storage and shipping performance	10358
4.4.3.7	Manage physical finished goods inventory	10359
4.4.3.8	Manage warehouse transfers	20957

4.4.4 - Operate outbound transportation (4 elements)

ID	Process	PCF ID
4.4.4.1	Plan, transport, and deliver outbound product	10360
4.4.4.2	Track carrier delivery performance	10361
4.4.4.3	Manage transportation fleet	10362
4.4.4.4	Process and audit carrier invoices and documents	10363

Change Summary (v7.2.1 vs v6.1.1)

Changes are indicated by:

• +XXXXX - New element added (PCF ID)
• -XXXXX - Element removed
• cXXXXX - Element changed
• NEW - Newly introduced in v7.2.1

Full Process List

Complete 147 elements

Hierarchy ID	Name	PCF ID	Change
4.0	Deliver Physical Products	20022	c10217, NEW
4.1	Plan for and align supply chain resources	10215	-10228, c10222
4.1.1	Develop production and materials strategies	10221	+19551, c10232
4.1.1.1	Define manufacturing goals	10229	-
4.1.1.2	Define labor and materials policies	10230	-
4.1.1.3	Define outsourcing policies	10231	-
4.1.1.4	Define capital expense policies	10232	RENAME, WAS:Define manufacturing capital expense policies
4.1.1.5	Define capacities	10233	-
4.1.1.6	Define production network and supply constraints	10234	-
4.1.1.7	Define production process	14193	-
4.1.1.8	Define standard operating procedures	19551	NEW
4.1.1.9	Define production workplace layout and infrastructure	14194	-
4.1.2	Manage demand for products	10222	c10235, c10236, c10237, c10239, c10240, c10241, RENAME, WAS:Manage demand for products and services
4.1.2.1	Develop baseline demand forecasts	10235	RENAME, WAS:Develop baseline forecasts
4.1.2.2	Collaborate demand with customers	10236	RENAME, WAS:Collaborate with customers
4.1.2.3	Develop demand consensus forecast	10237	RENAME, WAS:Develop consensus forecast
4.1.2.4	Determine available to promise	10238	-
4.1.2.5	Monitor activity against demand forecast and revise forecast	10239	RENAME, WAS:Monitor activity against forecast and revise forecast
4.1.2.6	Evaluate and revise demand forecasting approach	10240	RENAME, WAS:Evaluate and revise forecasting approach
4.1.2.7	Measure demand forecast accuracy	10241	RENAME, WAS:Measure forecast accuracy
4.1.3	Create materials plan	10223	-
4.1.3.1	Create unconstrained plan	10242	-
4.1.3.2	Collaborate with supplier and contract manufacturers	10243	-
4.1.3.3	Identify critical materials and supplier capacity	10244	-
4.1.3.4	Monitor material specifications	10245	-
4.1.3.5	Generate constrained plan	10246	-
4.1.3.6	Define production balance and control	14196	-
4.1.4	Create and manage master production schedule	10224	+20023, +20024, -10247, -10248, -10249, -10250, c17041
4.1.4.1	Model production network to enable simulation and optimizati...	20023	NEW
4.1.4.2	Create master production schedule	20024	NEW
4.1.4.3	Maintain master production schedule	17041	RENAME, WAS:Monitor master production schedule and plan
4.1.5	Plan distribution requirements	17042	+19555, -10257, c10258, c10260
4.1.5.1	Maintain master data	10252	-
4.1.5.2	Determine finished goods inventory requirements at destinati...	10253	-
4.1.5.3	Determine product storage facility requirements	19555	NEW
4.1.5.4	Calculate requirements at destination	10254	-
4.1.5.5	Calculate consolidation at source	10255	-
4.1.5.6	Manage collaborative replenishment planning	10256	-
4.1.5.7	Calculate and optimize destination dispatch plan	10258	RENAME, WAS:Calculate destination dispatch plan
4.1.5.8	Manage dispatch plan attainment	10259	-
4.1.5.9	Calculate and optimize destination load plans	10260	RENAME, WAS:Calculate destination load plans
4.1.5.10	Manage partner load plan	10261	-
4.1.5.11	Manage cost of supply	10262	-
4.1.5.12	Manage capacity utilization	10263	-
4.1.6	Establish distribution planning constraints	10226	+19558
4.1.6.1	Establish distribution center layout constraints	10267	-
4.1.6.2	Establish inventory management constraints	10268	-
4.1.6.3	Establish transportation management constraints	10269	-
4.1.6.4	Establish storage management constraints	19558	NEW
4.1.7	Review distribution planning policies	10227	-
4.1.7.1	Review distribution network	10264	-
4.1.7.2	Establish sourcing relationships	10265	-
4.1.7.3	Establish dynamic deployment policies	10266	-
4.1.8	Develop quality standards and procedures	10368	-
4.1.8.1	Establish quality targets	10371	-
4.1.8.2	Develop standard testing procedures	10372	-
4.1.8.3	Communicate quality specifications	10373	-
4.2	Procure materials and services	10216	+20973, c10277
4.2.1	Provide sourcing governance and perform category management	10277	c10283, c10285, RENAME, WAS:Develop sourcing strategies
4.2.1.1	Develop procurement plan	10281	-
4.2.1.2	Clarify purchasing requirements	10282	-
4.2.1.3	Establish materials management contingency plans	10283	RENAME, WAS:Develop inventory strategy
4.2.1.4	Match needs to supply capabilities	10284	-
4.2.1.5	Analyze organization’s spend profile	10285	RENAME, WAS:Analyze organization's spend profile
4.2.1.6	Seek opportunities to improve efficiency and value	10286	-
4.2.1.7	Collaborate with suppliers to identify sourcing opportunitie...	10287	-
4.2.2	Develop sourcing and category management strategies	20973	NEW
4.2.3	Select suppliers and develop/maintain contracts	10278	-
4.2.3.1	Select suppliers	10288	-
4.2.3.2	Certify and validate suppliers	10289	-
4.2.3.3	Negotiate and establish contracts	10290	-
4.2.3.4	Manage contracts	10291	-
4.2.4	Order materials and services	10279	c10297, c10298
4.2.4.1	Process/Review requisitions	10292	-
4.2.4.2	Approve requisitions	10293	-
4.2.4.3	Solicit/Track vendor quotes	10294	-
4.2.4.4	Create/Distribute purchase orders	10295	-
4.2.4.5	Expedite orders and satisfy inquiries	10296	-
4.2.4.6	Reconcile purchase orders	10297	RENAME, WAS:Record receipt of goods
4.2.4.7	Research/Resolve order exceptions	10298	RENAME, WAS:Research/Resolve exceptions
4.2.5	Manage suppliers	10280	-
4.2.5.1	Monitor/Manage supplier information	10299	-
4.2.5.2	Prepare/Analyze procurement and vendor performance	10300	-
4.2.5.3	Support inventory and production processes	10301	-
4.2.5.4	Monitor quality of product delivered	10302	-
4.3	Produce/Assemble/Test product	10217	c10304, RENAME, WAS:Produce/Manufacture/Deliver product
4.3.1	Schedule production	10303	+19563
4.3.1.1	Model and simulate plant	19563	NEW
4.3.1.2	Generate line level plan	10306	-
4.3.1.3	Generate detailed schedule	10307	-
4.3.1.4	Schedule production orders and create lots	10308	-
4.3.1.5	Schedule preventive (planned) maintenance (preventive mainte...	10315	-
4.3.1.6	Schedule requested (unplanned) maintenance (work order cycle...	10316	-
4.3.1.7	Release production orders and create lots	10309	-
4.3.2	Produce/Assemble product	10304	+19566, RENAME, WAS:Produce product
4.3.2.1	Manage raw material inventory	10310	-
4.3.2.2	Execute detailed line schedule	10311	-
4.3.2.3	Report maintenance issues	10319	-
4.3.2.4	Rerun defective items	10313	-
4.3.2.5	Monitor and optimize production process	19566	+19567, +19568, +19569, +19570, NEW
4.3.2.5.1	Automate and control plant	19567	NEW
4.3.2.5.2	Perform advanced process control	19568	NEW
4.3.2.5.3	Perform real-time optimization	19569	NEW
4.3.2.5.4	Manage plant alarms and alerts	19570	NEW
4.3.2.6	Assess production performance	10314	-
4.3.3	Perform quality testing	10369	+20956, +12045, +12046
4.3.3.1	Calibrate test equipment	10318	-
4.3.3.2	Perform testing using the standard testing procedure	10374	-
4.3.3.3	Manage quality samples	20956	NEW
4.3.3.4	Record test results	10375	-
4.3.3.5	Track and analyze non-conformance trends	12045	NEW
4.3.3.6	Perform root cause analysis	12046	NEW
4.3.4	Maintain production records and manage lot traceability	10370	-
4.3.4.1	Determine lot numbering system	10376	-
4.3.4.2	Determine lot use	10377	-
4.4	Manage logistics and warehousing	10219	+20936, -10339, -10342, c10338
4.4.1	Provide logistics governance	10338	+16905, RENAME, WAS:Define logistics strategy
4.4.1.1	Translate customer service requirements into logistics requi...	10343	-
4.4.1.2	Design logistics network	10344	-
4.4.1.3	Communicate outsourcing needs	10345	-
4.4.1.4	Develop and maintain delivery service policy	10346	-
4.4.1.5	Optimize transportation schedules and costs	10347	-
4.4.1.6	Define key performance measures	10348	-
4.4.1.7	Define reverse logistics strategy	16905	NEW
4.4.2	Plan and manage inbound material flow	20936	+12708, +20109, NEW
4.4.2.1	Plan inbound material receipts	10349	-
4.4.2.2	Manage inbound material flow	10350	-
4.4.2.3	Monitor inbound delivery performance	10351	-
4.4.2.4	Manage flow of returned products	10352	-
4.4.2.5	Control quality of returned parts	12708	NEW
4.4.2.6	Salvage or repair returned products	20109	NEW
4.4.2.6.1	Perform salvage activities	10366	-
4.4.2.6.2	Manage repair/refurbishment and return to customer/stock	14195	-
4.4.3	Operate warehousing	10340	+20957
4.4.3.1	Track inventory deployment	10353	-
4.4.3.2	Receive, inspect, and store inbound deliveries	10354	-
4.4.3.3	Track product availability	10355	-
4.4.3.4	Pick, pack, and ship product for delivery	10356	-
4.4.3.5	Track inventory accuracy	10357	-
4.4.3.6	Track third-party logistics storage and shipping performance	10358	-
4.4.3.7	Manage physical finished goods inventory	10359	-
4.4.3.8	Manage warehouse transfers	20957	NEW
4.4.4	Operate outbound transportation	10341	-
4.4.4.1	Plan, transport, and deliver outbound product	10360	-
4.4.4.2	Track carrier delivery performance	10361	-
4.4.4.3	Manage transportation fleet	10362	-
4.4.4.4	Process and audit carrier invoices and documents	10363	-

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