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4.0 Manage Supply Chain for Physical Products (20022)

4.1 Plan for and align supply chain resources (10215)​

4.1.1 Develop production and materials strategies (10221)​

  • 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 (10222)​

  • 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 (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)​

  • 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 (17042)​

  • 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 (10226)​

  • 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 (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)​

4.2.1 Provide sourcing governance and perform category management (10277)​

  • 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)

4.2.2 Select suppliers and develop/maintain contracts (10278)​

  • 4.2.2.1 Select suppliers (10288)
  • 4.2.2.2 Certify and validate suppliers (10289)
  • 4.2.2.3 Negotiate and establish contracts (10290)
  • 4.2.2.4 Manage contracts (10291)

4.2.3 Order materials and services (10279)​

  • 4.2.3.1 Process/Review requisitions (10292)
  • 4.2.3.2 Approve requisitions (10293)
  • 4.2.3.3 Solicit supplier quotes (10294)
  • 4.2.3.4 Create/Distribute purchase orders (10295)
  • 4.2.3.5 Expedite orders and satisfy inquiries (10296)
  • 4.2.3.6 Reconcile purchase orders (10297)
  • 4.2.3.7 Research/Resolve order exceptions (10298)

4.2.4 Manage suppliers (10280)​

  • 4.2.4.1 Monitor/Manage supplier information (10299)
  • 4.2.4.2 Prepare/Analyze procurement and supplier performance (10300)
  • 4.2.4.3 Support inventory and production processes (10301)
  • 4.2.4.4 Monitor quality of product delivered (10302)

4.3 Produce/Assemble/Test product (10217)​

4.3.1 Schedule production (10303)​

  • 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 Plan for preventive maintenance (10315)
  • 4.3.1.6 Request unplanned maintenance (10316)
  • 4.3.1.7 Release production orders and create lots (10309)

4.3.2 Produce/Assemble product (10304)​

  • 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 (10369)​

  • 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 (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)​

4.4.1 Provide logistics governance (10338)​

  • 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 (20936)​

  • 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 Manage disposition of returned products (20109)
    • 4.4.2.5.1 Determine quality of controlled part (12708)
    • 4.4.2.5.2 Perform salvage activities (10366)
    • 4.4.2.5.3 Manage repair/refurbishment (21604)
    • 4.4.2.5.4 Return to finished goods inventory (21605)

4.4.3 Operate warehousing (10340)​

  • 4.4.3.1 Manage and 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 (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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