交貨管制及貿易朮語
StiphZhang
1.產銷平衡（3S Balance)
model
& liability rule
4.客戶訂單管理
5 貿易朮語簡介
交貨管制及貿易朮語
1.產銷平衡（3S Balance)
目標﹕滿足客戶需求﹐庫存合理﹔
3S: Shipment(出貨),
Stock（庫存）﹐
Sales(銷售),
產能規划﹕
制造資源﹕土地﹐廠房﹐設備﹐治工具﹐人力及水﹐電﹐氣配套設施﹔
物料及物流資源﹕物料﹐Inbound & outbound海﹐陸﹐空資源﹔
1.出貨量管制專業知識
a.出貨計劃原理
b.出貨計劃執行過程管理
c.出貨異常管理
d.出貨彈性規劃
2.庫存管制專業知識
a.庫存管控基本要素
b.庫存管控原理
c.庫存目標差異分析
d.庫存目標差異調整
e.出銷貨量均衡化原理
產銷平衡
WW庫存調撥及LEVERAGE﹔
HUB BUFFER 庫存水准（min & max)再定義﹔
運輸方式變更:海空陸運及快遞的變更﹔
生產計划變更﹕提前﹐延遲 或 量的變更﹔
業務促銷﹕ 廣告﹐宣傳﹐降價﹐折扣﹐捆綁銷售﹐以量定價﹔
客戶訂單及需求增加;
產銷平衡的管制手法
Biz model=客戶﹐ 產品 ﹐地理位置﹐成交條件﹐ 經營目標
Biz Model
BTS (build to stock)
BTO (Build to order)
CTO (Configuration to order)
Customer Demand: 少量多樣﹐靈活多樣﹔
Time To Market
Time To Volume
Time To Money
CSD Legal Entities Relations Chart
CSD
Casedge
CSD II
Legal entity
CSD
Quotation (RMA, MVA, 代工利潤)
Hub
CSD/branch
Forecast/PO
Shipping Plan
Inventory Report
ASN
Key parts S&D report
Customer Forecast/PO
ASN
Invoice
Payment
AP/AR Status
Shipping plan
Quotation
Customer PO /Forecast
Payment
AR/AP status
Billing Price
Selling Price
HFJ/HFT
Hon Hai
Invoice
FG Shipment
Payment
FG Shipment
FG Shipment
DMDII/III
Customer
Information
Shipment
Money
行銷資源規划
客戶關系管理: 目標客戶﹐客戶數量﹐策略﹐客戶內部運作模式﹔客戶需求和服務﹔
競爭對手分析﹕SWOT比較分析及對策﹔
產品策略﹕Product Roadmap; 價格策略﹔
合約策略﹕風險與機會﹔
銷售規划﹕行銷資源規划﹐銷售目標及達成計划﹔
Forecast & liability rule
CSD will be only responsible for two weeks liability;
Liability is based on RTF not PRF; DCR will be considered in excess calculation;
CSD will be only responsible for custom parts liability;
Carton and color box are JIT items without liability;
PCB, special connectors, tempan, I/O shield, non-common used CD Kit are custom parts;
Custom parts need RD’s written approval and validation;
Liability logic:
Liability=5 wks demand(RTF) – (current week+ coming 2 weeks plan);
If last week’s liability > this week’s actual build, liability = last 2 week’s liability – current week build;
If last week’s liability< this week’s actual build, liability = these 2 week’s liability – current week build;
Waterfall report & excess claimed report as follows:
訂單Schedule & L/T 管理:
NPI/Pilot Run/治工具產能/Shipment schedule﹔
出貨數量及價格管理﹔
信用額度及風險管理（罰則Liability管理）﹔
單証及出貨文件管理﹔
物流運輸方式及FORWARDER管理﹔
額外及異常管理﹕Spare parts, RMA buffer, 特殊要求﹔
Report管理;
客戶訂單管理
