Name: ___________________ TUid: __________
Date: _______________
Mini-Case - Read the following narrative carefully:
Supply chain planning all starts with the sales forecast. The Sales and Marketing team enters information about
upcoming marketing campaigns and their estimates as to how these campaigns will improve sales for each product into
the SCM system. The system then looks at historical sales and factors in previous marketing campaigns to create the
sales forecast for each product, estimating the quantity of each product that will be sold in each region.
Once the system has generated the sales forecast the system reviews historical logistics data to determine how long it
takes for finished goods to be moved from manufacturing plants to distributors and finally to customers. With this
information the system calculates when finished goods must be produced so that they can make their way to distributors
in time to meet the demands of the customers. With this information the system creates the production plan, basically a
week by week schedule laying out exactly what products will be produced at each manufacturing plant. In some cases
the demand for finished goods will exceed manufacturing capacity at a plant. In these cases the system will automatically
adjust the production plan so that finished goods will be produced earlier than needed during a time when manufacturing
capacity is available or shift production to another manufacturing facility that will have excess capacity.
Once the production plan is set the system looks at what finished goods are already in stock that are not committed to
customers and removes these items from the production plan. Knowing exactly what needs to be made and when it
needs to be made the system looks at the bill of material (BOM) for every product that needs to be produced. The BOM is
simply the list of the raw materials and quantities that are required to make each product. In addition, the system knows
about all of the other items ranging from packaging to labels that are needed to get finished goods to market. The system
also knows about the suppliers of each item they will need including the pricing of each item from each supplier and the
lead time for receiving each item. Knowing what needs to be made, where it needs to be made, when it needs to be
made and information about suppliers, the system generates purchase orders for the items that are needed and sends
these purchase orders electronically to suppliers. Suppliers are selected to meet the production plan and minimize cost.
Supply chain execution begins as raw materials and other items arrive at the various manufacturing plants. These have
each been ordered knowing their lead times so that they arrive shortly before they are needed by manufacturing. The
manufacturing process consumes the raw materials and produces the finished good. These finished goods are packaged
and shipped to distributors and then hopefully sold to customers.
From the initial delivery of raw materials to final deliver of finished goods it is easy to visualize the flow of items through
the supply chain. Keep in mind that there are also information flows that essential parts of the supply chain too. The
electronic purchase orders being sent to suppliers and the electronic invoices the manufacturer receives as a result of the
suppliers filling these purchase orders are examples of information flows. The electronic payments made by the
manufacturer to the supplier is another information flow. Likewise, distributors send electronic purchase orders to the
manufacturer and, upon filling these purchase orders sends an electronic invoice to the distributors which is followed by
an electronic payment to the manufacturer. These are all information flows. Finally, the purchase orders, invoices and
payments between the distributor and the customer are also information flows.
-------- Based on the narrative provide the best answer to the following questions about the swimlane and ERD diagrams:
1. What would be the best name for the actor labeled “A”?
a. ERP
b. Warehouse
c. Procurement
d. Manufacturing Plant
e. None of the above
2. For the box labeled “B”, what would be the most appropriate description of this step in the process?
a. Generate Purchase Requisition
b. Create Production Plan
c. Send Purchase Orders to Manufacturer
d. Already In Stock?
e. None of the above
Name: ___________________ TUid: __________
Date: _______________
3. For the box labeled “C” what would be the most appropriate description of this step in the process?
a. Invoice Manufacturer
b. Create Purchase Requisitions
c. Customer Notified of Delivery Date?
d. Assembly Scheduled?
e. None of the above
4. For the box labeled “D” what would be the most appropriate description of this step in the process?
a. Update Raw Materials Inventory
b. Production Plan Updated
c. Produce Finished Goods
d. Pick, Pack and Ship Order
e. None of the above
5. For the box labeled “E” what would be the most appropriate description of this step in the process?
a. Pick, Pack and Ship Order
b. Update Production Plan
c. Update Inventory
d. Invoice Distributor
e. None of the above
6. For the entity labeled “F”, what would be the most appropriate name for this entity?
a. Order
b. Invoice
c. Production Plan Update
d. BOM
e. None of the above
7. For the entity labeled “G”, what would be the most appropriate name for this entity?
a. Customer
b. Order
c. Supplier
d. Purchase Order
e. None of the above
8. For the relationship labeled “H”, what would be the most appropriate name for this entity?
a. Includes
b. Added To
c. Purchased By
d. Removed From
e. None of the above
9. For the relationship labeled “I”, what would be the most appropriate name for this entity?
a. Created From
b. Includes
c. Removed From
d. Purchased By
e. None of the above
10. What of the following attributes is missing from the Supplier entity?
a. PO_Number
b. Item_Cost
c. Order_Number.
d. Quantity_On_Hand
e. None of the above
Name: ___________________ TUid: __________
Date: _______________
Supply Chain Planning and Execution Process
Suppliers
Sales & Marketing
System
A
Distributor
Customer
Start
Enter Marketing
Campaign Info and
Estimates
Produce Sales
Forecast Using
Historical Sales, Past
and Future
Marketing
Campaigns
Review Historical
Logistics Data
B
Receive Raw
Materials
Fill Purchase Order
Send Purchase
Orders to Suppliers
D
C
Send Purchase
Orders to
Manufacturer
Pay Invoices
Receive Order
Process Order
Send Purchase
Orders to Distributor
Fill Purchase Order
Pay Invoices
E
Process Order
Phase
Fill Purchase Order
Invoice Customer
Receive Order
Pay Invoice
End
Name: ___________________ TUid: __________
Date: _______________
Name: ___________________ TUid: __________
Logistics
Marketing Campaign
PK
PK
Campaign ID
Sales
Shipment_ID
Order ID
PK
Plant_ID
Start_Date
End_Date
Date: _______________
Distributor_ID
Input To
Product Targeted
Sales Increase Goal
Sales Increase Actual
Customer ID
Item
Input To
Shipping_Time
Quantity
Input To
Unit Price
Production Plan
PK
"H"
Finished Goods Inventory
Prod_Plan_ID
"G"
PK
Product_ID
PK
Product_ID
ID
Plant_ID
Product_Name
Referenced By
Name
Quantity On Hand
Quantity_to_Manufacture
Item_ID
Sent To
Week_to_Manufacture
Item_Name
"F"
"I"
Item_Lead_Time
Purchase Order
PK
PK
Product_ID
PO_Number
Raw Materials List
Supplier_ID
Raw Materials Quantity
Distributor
Item_ID
PK
Other Items List
Distributor_ID
Item_Cost
Other Items Quantity
Distrbutor_Name
Item_Delivery_Date
Sent To
Distributor_Contact_Info
Payment
Received From
Place
Invoice
Order
PK
PK
Distributor_ID
attribute name
PO_Number
Distributor_ID
attribute name
Amount_of_Payment
PO_Number
attribute name
Order_ID
Product_ID
Quantity_Ordered
Agreed_to_Price
PK
Name: ___________________ TUid: __________
Date: _______________
Name: ___________________ TUid: __________
Date: _______________
1. What would be the best name for the actor labeled “A”?
a. ERP
b. Warehouse
c. Procurement
d. Manufacturing Plant
e. None of the above
2. For the box labeled “B”, what would be the most appropriate description of this step in the process?
a. Generate Purchase Requisition
b. Create Production Plan
c. Send Purchase Orders to Manufacturer
d. Already In Stock?
e. None of the above
3. For the box labeled “C” what would be the most appropriate description of this step in the process?
a. Invoice Manufacturer
b. Create Purchase Requisitions
c. Customer Notified of Delivery Date?
d. Assembly Scheduled?
e. None of the above
4. For the box labeled “D” what would be the most appropriate description of this step in the process?
a. Update Raw Materials Inventory
b. Production Plan Updated
c. Produce Finished Goods
d. Pick, Pack and Ship Order
e. None of the above
5. For the box labeled “E” what would be the most appropriate description of this step in the process?
a. Pick, Pack and Ship Order
b. Update Production Plan
c. Update Inventory
d. Invoice Distributor
e. None of the above
6. For the entity labeled “F”, what would be the most appropriate name for this entity?
a. Order
b. Invoice
c. Production Plan Update
d. BOM
e. None of the above
7. For the entity labeled “G”, what would be the most appropriate name for this entity?
f. Customer
g. Order
h. Supplier
i. Purchase Order
j. None of the above
8. For the relationship labeled “H”, what would be the most appropriate name for this entity?
f. Includes
g. Added To
h. Purchased By
i. Removed From
j. None of the above
Name: ___________________ TUid: __________
Date: _______________
9. For the relationship labeled “I”, what would be the most appropriate name for this entity?
f. Created From
g. Includes
h. Removed From
i. Purchased By
j. None of the above
10. What of the following attributes is missing from the Supplier entity?
f. PO_Number
g. Item_Cost
h. Order_Number.
i. Quantity_On_Hand
j. None of the above