EOQ/EPQ Lecture

EOQ Model
2/26/2016
Demand Information
𝑒𝑛𝑖𝑑𝑠
𝑑=4
π‘‘π‘Žπ‘¦
π‘€π‘œπ‘Ÿπ‘˜π‘–π‘›π‘” π‘‘π‘Žπ‘¦π‘ 
π‘€π‘œπ‘Ÿπ‘˜π‘–π‘›π‘” π‘€π‘’π‘’π‘˜π‘ 
π‘€π‘œπ‘Ÿπ‘˜π‘–π‘›π‘” π‘‘π‘Žπ‘¦π‘ 
5
× 50
= 250
π‘€π‘’π‘’π‘˜
π‘¦π‘’π‘Žπ‘Ÿ
π‘¦π‘’π‘Žπ‘Ÿ
𝑒𝑛𝑖𝑑𝑠
π‘€π‘œπ‘Ÿπ‘˜π‘–π‘›π‘” π‘‘π‘Žπ‘¦π‘ 
𝑒𝑛𝑖𝑑𝑠
𝐷=4
× 250
= 1,000
π‘‘π‘Žπ‘¦
π‘¦π‘’π‘Žπ‘Ÿ
π‘¦π‘’π‘Žπ‘Ÿ
Demand Information
𝑒𝑛𝑖𝑑𝑠
𝑑=4
π‘‘π‘Žπ‘¦
Assume that demand
arrives at a perfectly
CONSTANT rate.
π‘€π‘œπ‘Ÿπ‘˜π‘–π‘›π‘” π‘‘π‘Žπ‘¦π‘ 
250
π‘¦π‘’π‘Žπ‘Ÿ
Assume that
we MUST satisfy ALL
1,000 units of demand.
𝑒𝑛𝑖𝑑𝑠
𝐷 = 1,000
π‘¦π‘’π‘Žπ‘Ÿ
1 Order/Year @ 1,000 Units/Order
2 Orders/Year @ 500 Units/Order
4 Orders/Year @ 250 Units/Order
50 Orders/Year @ 20 Units/Order
Orders/Year
π‘‚π‘Ÿπ‘‘π‘’π‘Ÿπ‘  𝐷
=
π‘Œπ‘’π‘Žπ‘Ÿ
𝑄
where Q is order quantity
1,000 π‘ˆπ‘›π‘–π‘‘π‘ /π‘Œπ‘’π‘Žπ‘Ÿ
π‘‚π‘Ÿπ‘‘π‘’π‘Ÿ
𝑄 = 1,000:
=1
1,000 π‘ˆπ‘›π‘–π‘‘π‘ /π‘‚π‘Ÿπ‘‘π‘’π‘Ÿ
π‘Œπ‘’π‘Žπ‘Ÿ
1,000 π‘ˆπ‘›π‘–π‘‘π‘ /π‘Œπ‘’π‘Žπ‘Ÿ
π‘‚π‘Ÿπ‘‘π‘’π‘Ÿπ‘ 
𝑄 = 20:
= 50
20 π‘ˆπ‘›π‘–π‘‘π‘ /π‘‚π‘Ÿπ‘‘π‘’π‘Ÿ
π‘Œπ‘’π‘Žπ‘Ÿ
What is the best order size?
Depends on:
o Fixed ordering cost
o Inventory holding costs
Fixed Shipping Cost (S)
Inventory Holding Costs (H)
Inventory Holding Costs (H)
Comparative Statics: Shipping Cost
𝑄$5
β‹›
>
π‘„π‘“π‘Ÿπ‘’π‘’
Comparative Statics: Shipping Cost
𝑆↓ ⟹ 𝑄↓
𝑆↑ ⟹ 𝑄↑
Comparative Statics: Holding Cost
π‘„π‘π‘ŒπΆ
β‹›
<
π‘„π‘π‘œπ‘€β„Žπ‘’π‘Ÿπ‘’
Comparative Statics: Holding Cost
𝐻↑ ⟹ 𝑄↓
𝐻↓ ⟹ 𝑄↑
Q = 1,000 Units/Order
𝑄
π΄π‘£π‘’π‘Ÿπ‘Žπ‘”π‘’ πΌπ‘›π‘£π‘’π‘›π‘‘π‘œπ‘Ÿπ‘¦ = = 500 π‘ˆπ‘›π‘–π‘‘π‘ 
2
Q = 500 Units/Order
𝑄
π΄π‘£π‘’π‘Ÿπ‘Žπ‘”π‘’ πΌπ‘›π‘£π‘’π‘›π‘‘π‘œπ‘Ÿπ‘¦ = = 250 π‘ˆπ‘›π‘–π‘‘π‘ 
2
Symbol Recap
𝑄: π‘π‘’π‘šπ‘π‘’π‘Ÿ π‘œπ‘“ 𝑒𝑛𝑖𝑑𝑠 𝑖𝑛 π‘’π‘Žπ‘β„Ž π‘œπ‘Ÿπ‘‘π‘’π‘Ÿ
𝑄
: π΄π‘£π‘’π‘Ÿπ‘Žπ‘”π‘’ π‘–π‘›π‘£π‘’π‘›π‘‘π‘œπ‘Ÿπ‘¦ 𝑙𝑒𝑣𝑒𝑙
2
𝑆: 𝐹𝑖π‘₯𝑒𝑑 π‘ β„Žπ‘–π‘π‘π‘–π‘›π‘” π‘π‘œπ‘ π‘‘
𝐷: π΄π‘›π‘›π‘’π‘Žπ‘™ π‘‘π‘’π‘šπ‘Žπ‘›π‘‘
𝑑: π·π‘Žπ‘–π‘™π‘¦ π‘‘π‘’π‘šπ‘Žπ‘›π‘‘
𝐷
: π‘π‘’π‘šπ‘π‘’π‘Ÿ π‘œπ‘“ π‘œπ‘Ÿπ‘‘π‘’π‘Ÿπ‘ /π‘¦π‘’π‘Žπ‘Ÿ
𝑄
Total Cost
π‘‡π‘œπ‘‘π‘Žπ‘™ π΄π‘›π‘›π‘’π‘Žπ‘™ πΆπ‘œπ‘ π‘‘
=
π»π‘œπ‘™π‘‘π‘–π‘›π‘” πΆπ‘œπ‘ π‘‘π‘ 
+
π‘†β„Žπ‘–π‘π‘π‘–π‘›π‘” πΆπ‘œπ‘ π‘‘π‘ 
+
πΆπ‘œπ‘ π‘‘π‘  π‘œπ‘“ πΊπ‘œπ‘œπ‘‘π‘  π‘†π‘œπ‘™π‘‘
1,000 𝑒𝑛𝑖𝑑𝑠 × π‘’π‘›π‘–π‘‘ π‘π‘œπ‘ π‘‘ = 𝐹𝐼𝑋𝐸𝐷 π‘π‘ˆπ‘€π΅πΈπ‘…
Unaffected
by order
size Q
Total Cost
π‘‡π‘œπ‘‘π‘Žπ‘™ π΄π‘›π‘›π‘’π‘Žπ‘™ πΆπ‘œπ‘ π‘‘
=
π΄π‘£π‘”π‘’π‘Ÿπ‘Žπ‘”π‘’ πΌπ‘›π‘£π‘’π‘›π‘‘π‘œπ‘Ÿπ‘¦
×
π΄π‘›π‘›π‘’π‘Žπ‘™ π»π‘œπ‘™π‘‘π‘–π‘›π‘” πΆπ‘œπ‘ π‘‘
+
π‘π‘’π‘šπ‘π‘’π‘Ÿ π‘‚π‘Ÿπ‘‘π‘’π‘Ÿπ‘  π‘π‘’π‘Ÿ π‘Œπ‘’π‘Žπ‘Ÿ
×
𝐹𝑖π‘₯𝑒𝑑 π‘†β„Žπ‘–π‘π‘π‘–π‘›π‘” πΆπ‘œπ‘ π‘‘
Total Cost
𝑄
𝐷
𝑇𝐢 =
×𝐻 +
×𝑆
2
𝑄
Objective: Minimize TC by adjusting Q
Remember Calculus?
Remember Calculus?
Minimum Total Cost
πœ• 𝑇𝐢
πœ• 𝑄
πœ• 𝐷
=
×𝐻 +
×𝑆 =0
πœ•π‘„
πœ•π‘„ 2
πœ•π‘„ 𝑄
Solution to this equation:
βˆ—
𝑄 = 𝑄𝑂𝑝𝑑 = 𝑄𝑂 =
2×𝐷×𝑆
𝐻
Economic Order Quantity
βˆ—
𝑄 = 𝑄𝑂𝑝𝑑 = 𝑄𝑂 =
2×𝐷×𝑆
𝐻
𝑆↓ ⟹ 𝑄↓
𝐻↑ ⟹ 𝑄↓
𝑆↑ ⟹ 𝑄↑
𝐻↓ ⟹ 𝑄↑
Economic Order Quantity
βˆ—
𝑄 = 𝑄𝑂𝑝𝑑 = 𝑄𝑂 =
# π‘‚π‘Ÿπ‘‘π‘’π‘Ÿπ‘ 
𝐷
= βˆ—
π‘Œπ‘’π‘Žπ‘Ÿ
𝑄
2×𝐷×𝑆
𝐻
π‘„βˆ—
π·π‘Žπ‘¦π‘  𝑏𝑒𝑑𝑀𝑒𝑒𝑛 π‘œπ‘Ÿπ‘‘π‘’π‘Ÿπ‘  =
𝑑
Economic Order Quantity
βˆ—
𝑄 = 𝑄𝑂𝑝𝑑 = 𝑄𝑂 =
π‘‡πΆπ‘šπ‘–π‘›
2×𝐷×𝑆
𝐻
π‘„βˆ—
𝐷
=
×𝐻 + βˆ—×𝑆
2
𝑄
When to Reorder?
Objective: Sell last unit just as order arrives
𝑒𝑛𝑖𝑑𝑠
𝑑=4
π‘‘π‘Žπ‘¦
𝑅𝑂𝑃 = 𝑑 × πΏπ‘‡
𝑅𝑂𝑃: π‘…π‘’π‘œπ‘Ÿπ‘‘π‘’π‘Ÿ π‘ƒπ‘œπ‘–π‘›π‘‘
𝐿𝑇: πΏπ‘’π‘Žπ‘‘ π‘‡π‘–π‘šπ‘’ 𝑖𝑛 # π·π‘Žπ‘¦π‘ 
𝐿𝑇 = 2 π‘‘π‘Žπ‘¦π‘ 
𝑒𝑛𝑖𝑑𝑠
𝑅𝑂𝑃 = 4
× 2 π‘‘π‘Žπ‘¦π‘ 
π‘‘π‘Žπ‘¦
= 8 𝑒𝑛𝑖𝑑𝑠
Monday
Watch for practice problem set!
EPQ Model
2/29/2015
Quiz
A skateboard retailer enjoys a constant demand of
exactly 200 customers every month. The cost of
ordering and receiving shipments is $100 per order.
Their accounting department estimates that annual
carrying costs are $3.00 per unit. The lead time for
shipments of new products is 3 days. The store
operates 240 days per year. Each order is received from
the supplier in a single delivery. Company policy is to
carry a safety stock of 20 units. There are no quantity
discounts.
Quiz Solutions
Symbol
Value
Days Worked per Year
―
240 days/year
Annual Demand
D
2,400 units/year
Daily Demand
d
Setup Cost per Order
S
Annual Holding Cost per Unit
H
$3.00 /unit per year
Optimal Order Size
QO
― units/order
Supplier Lead Time
LT
3 days
Safety Stock
SS
20 units
10 units/day
$100.00 /order
Quiz Solutions
𝑄𝑂 =
𝑄𝑂 =
2×𝐷×𝑆
𝐻
2 × 2,400 × $100
=
$3
𝑄𝑂 = 400
160,000
One Year
450
400
Units of Inventory
350
300
250
200
150
100
50
0
0
10
20
30
40
50
60
70
80
90
100
110
120
130
Day
Order
EoD Inv
140
150
160
170
180
190
200
210
220
230
240
In EOQ model,
shipments from supplier
allows inventory to
increase instantly.
One Year
450
400
Units of Inventory
350
300
250
200
150
100
50
0
0
10
20
30
40
50
60
70
80
90
100
110
120
130
140
150
160
170
180
190
200
210
220
Day
Order
But what if you had to PRODUCE that inventory over time?
230
240
Inventory
Limited Production Capacity
Time
Production Phase
Consumption Phase
Inventory
Limited Production Capacity
Time
Production
Consumption
Production
Consumption
Inventory
Limited Production Capacity
𝐻: Annual Holding Cost per Unit
𝑆: Setup Cost to Start a Production Run
𝑝: Daily Production Rate in Units
𝑒: Daily Usage Rate in Units (same as Daily Demand 𝑑)
Average Inventory
Time
Production
Consumption
Production
Consumption
Inventory
Limited Production Capacity
Time
Some Customers Will Arrive Here and Find Zero Inventory 
Inventory
Limited Production Capacity
Time
Inventory
Limited Production Capacity
Time
Inventory
Limited Production Capacity
Production &
Consumption
Consumption
Only
Production &
Consumption
Consumption
Only
Time
Inventory
Limited Production Capacity
Total
Cumulative
Production
Inventory
Level
Production &
Consumption
Consumption
Only
Production &
Consumption
Consumption
Only
Total
Consumption
During P&C
Phase
Time
Inventory
UNlimited Production Capacity
Production &
Consumption
Consumption
Only
Production &
Consumption
Consumption
Only
Time
Economic ORDER Quantity Model
One Year
450
400
Units of Inventory
350
300
250
200
150
100
50
0
0
10
20
30
40
50
60
70
80
90
100
110
120
130
Day
Order
EoD Inv
140
150
160
170
180
190
200
210
220
230
240
Economic PRODUCTION Quantity
Inventory
0β‰ͺ𝑒β‰ͺ𝑝β‰ͺ∞
Production &
Consumption
Consumption
Only
Production &
Consumption
𝐻: Annual Holding Cost per Unit
𝑆: Setup Cost to Start a Production Run
𝑝: Daily Production Rate in Units
𝑒: Daily Usage Rate in Units (same as Daily Demand 𝑑)
Consumption
Only
Time
Economic Production Quantity
Inventory
𝑄𝑂 =
2×𝐷×𝑆
𝑝
×
𝐻
π‘βˆ’π‘’
Production &
Consumption
πΌπ‘šπ‘Žπ‘₯ =
Consumption
Only
𝑄𝑂
× π‘βˆ’π‘’
𝑝
Production &
Consumption
πΌπ‘Žπ‘£π‘’π‘Ÿπ‘Žπ‘”π‘’ =
πΌπ‘šπ‘Žπ‘₯
2
Consumption
Only
𝑄𝑂
πΌπ‘šπ‘Žπ‘₯
πΌπ‘Žπ‘£π‘’π‘Ÿπ‘Žπ‘”π‘’
𝐻: Annual Holding Cost per Unit
𝑆: Setup Cost to Start a Production Run
𝑝: Daily Production Rate in Units
𝑒: Daily Usage Rate in Units (same as Daily Demand 𝑑)
Time
Economic Production Quantity
Inventory
𝑇𝐢 =
πΌπ‘šπ‘Žπ‘₯
𝐷
×𝐻 +
×𝑆
2
𝑄
Production &
Consumption
Consumption
Only
Runs per Year =
Production &
Consumption
𝐷
𝑄𝑂
Consumption
Only
𝑄𝑂
πΌπ‘šπ‘Žπ‘₯
πΌπ‘Žπ‘£π‘’π‘Ÿπ‘Žπ‘”π‘’
𝐻: Annual Holding Cost per Unit
𝑆: Setup Cost to Start a Production Run
𝑝: Daily Production Rate in Units
𝑒: Daily Usage Rate in Units (same as Daily Demand 𝑑)
Time