| Name |
Description |
OV-5a/OV-5b Diagram(s) |
| Align Supply Chain Unit Plan with Financial Plan |
The process of revising the long-term supply chain capacity and resource plans, given the inputs from the strategic and business plans. This includes revision of not only aggregate forecast and projections related to supply chain, source, make, and delivery plans, but also business assumptions. |
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| Assess and Aggregate Return Requirements |
The process of identifying, evaluating, and considering, as a whole with constituent parts, all sources of demand for the return of a product. |
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| Assess Delivery Performance |
The process of defining the requirement and monitoring the performance of the delivery of product to a customer. When physical delivery is out-sourced the performance is passed on to source for contract administration. |
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| Assess Supplier Performance |
The process of measuring actual supplier performance against internal and/or external standards, providing feedback to achieve and maintain the performance required to meet the customers' business and/or competitive needs. |
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| Authorize Defective Product Return |
The process where the last known holder or designated return center receives a defective product return authorization request from a customer, determines if the item can be accepted and communicates decision to the customer. Accepting the request would include negotiating the conditions of the return with the customer, including authorizing return replacement or credit. Rejecting the request would include providing a reason for the rejection to the customer. |
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| Authorize Excess Product Return |
The process where the designated return center receives an excess product return authorization request from a customer, determines if the item can be accepted and communicates their decision to the customer. Accepting the request would include negotiating the conditions of the return with the customer, including authorizing credit or cash discount. Rejecting the request would include providing a reason for the rejection to the customer. |
|
| Authorize Maintenance, Repair and Overhaul Product Return |
The process where a service provider receives an Maintenance, Repair and Overhaul product return authorization request from a customer, determines if the item can be accepted for Maintenance, Repair and Overhaul and communicates their decision to the customer. Accepting the request would include negotiating the conditions of the return with the customer, including authorizing return replacement or credit. Rejecting the request would include providing a reason for the rejection to the customer. |
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| Authorize Supplier Payment - Engineer-to-Order Product |
The process of authorizing payments and paying suppliers for product or services. This process includes invoice collection, invoice matching and the issuance of checks - Engineer-to-Order Product. |
|
| Authorize Supplier Payment - Make-to-Order Product |
The process of authorizing payments and paying suppliers for product or services. This process includes invoice collection, invoice matching and the issuance of checks - Make-to-Order Product. |
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| Authorize Supplier Payment - Stocked Product |
The process of authorizing payments and paying suppliers for product or services. This process includes invoice collection, invoice matching and the issuance of checks - Stocked Product. |
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| Balance Delivery Resources and Capabilities with Delivery Requirements |
The process of developing a time-phased course of action that commits delivery resources to meet delivery requirements. |
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| Balance Product Resources with Product Requirements |
The process of developing a time-phased course of action that commits resources to meet requirements - Plan Source. |
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| Balance Production Resources with Maintenance Requirements |
The process of developing a time-phased course of action that commits maintenance resources to meet maintenance requirements. |
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| Balance Production Resources with Production Requirements |
The process of developing a time-phased course of action that commits creation and operation resources to meet creation and operation requirements - Plan Make. |
|
| Balance Return Resources with Return Requirements |
The process of developing courses of action that make feasible the commitment the appropriate return resources and or assets to satisfy return requirements. |
|
| Balance Supply Chain |
The process of identifying and measuring the gaps and imbalances between demand and resources in order to determine how to best resolve the variances through marketing, pricing, packaging, warehousing, outsource plans or some other action that will optimize service, flexibility, costs, assets, (or other supply chain inconsistencies) in an iterative and collaborative environment. The process of developing a time-phased course of action that commits supply-chain resources to meet supply-chain requirements. |
|
| Build Loads - Stocked Product |
Transportation modes are selected and efficient loads are built - Stocked Product. |
|
| Build Loads - Engineer-to-Order Product |
Transportation modes are selected and efficient loads are built - Engineer-to-Order Product. |
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| Build Loads - Make-to-Stock Product |
Transportation modes are selected and efficient loads are built - Make-to-Stock Product. |
|
| Checkout |
The processes and tasks associated with product checkout including scanning, method of payment, credit application and approval, service agreement, order confirmation, and/or invoice or receipt. |
|
| Consolidate Orders - Stocked Product |
The process of analyzing orders to determine the groupings that result in least cost/best service fulfillment and transportation - Stocked Product. |
|
| Consolidate Orders - Make-to-Stock Product |
The process of analyzing orders to determine the groupings that result in least cost/best service fulfillment and transportation - Make-to-Stock Product. |
|
| Deliver |
The deliver activities associated with operating a supply chain and creating maintaining and fulfilling customer orders. This includes receipting, validating, and creating customer orders; scheduling order delivery; and picking, packing and shipping. |
|
| Deliver and/or Install |
The process of preparing and installing the product at the customer site. The product is fully functional upon completion. |
|
| Deliver Engineer-to-Order Product |
The process of obtaining, responding to, and allocating resources for a customer order that has unique requirements or specifications and delivering a product that is partially or fully designed, redesigned, manufactured, and/or assembled from a bill of materials or recipe that includes one or more custom parts or ingredients. Design will begin only after the receipt and validation of a firm customer order. |
|
| Deliver from Maintenance |
The process of preparing the product from maintenance for delivery to customer or customer pickup. The product is fully functional upon completion. |
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| Deliver Make-to-Stock Product |
The processes of delivering product that is sourced, configured, manufactured, and/or assembled from standard raw materials, parts, ingredients or sub-assemblies, in response to a specific firm customer order. A reference to the customer order is exchanged with the sourcing or make process and attached to or marked on the product. Products in stock are identifiable by customer order through labeling and inventory data management. Examples include assigning a serial number, lot number or batch number to a customer order prior to Make or Source, processes that generate a bill-of-materials for the associated Make process (e.g. configure-to-order and assemble-to-order) and the 'special order' process in retail. |
|
| Deliver Retail Product |
Deliver Retail Products are the processes used to acquire, merchandise, and sell finished goods at a retail store. A retail store is a physical location that sells products (and services) direct to the consumer using a point of sale process (manual or automated) to collect payment. Merchandising at a store level is the stocking and restocking of products in designated storage locations to generate sales in a retail store. |
|
| Deliver Return Defective Product |
The receipt and disposition determination of defective products as defined by the warranty claims, product recall, non-conforming product and/or other similar policies including appropriate replacement. The Return Defective Product supports any type of product not conforming to specifications (including order non-conformance such as late or otherwise improper delivery); company business rules determine the definition of 'defective'. The physical disposition of the product may not be part of the return process. |
|
| Deliver Return Excess Product |
The receipt of excess or aging inventory or obsolete products as defined by the terms and conditions of a customer/supplier contract. The intention of excess product returns is to reallocate inventory to a location or organization that can sell the product that is considered in excess in the current location. The physical disposition of the product may not be part of the return process. |
|
| Deliver Return Maintenance, Repair and Overhaul Product |
The receipt of Maintenance, Repair and Overhaul (MRO) products or company assets for the purpose of servicing, repairing or upgrading it, as defined by Maintenance Plans or the occurrence or anticipation of risk of failure. Generally company assets managed through a MRO process are expected to be refurbished to a useable condition and returned to service. The Return process does not represent the actual maintenance, repair or overhaul activities; these are generally represented by Make processes. The physical disposition of the product may not be part of the return process. |
|
| Deliver Stocked Product |
The process of delivering product that is sourced or made based on aggregated customer orders, projected orders/demand and inventory re-ordering parameters. The intention of Deliver Stocked Product is to have the product available when a customer order arrives (to prevent the customer from looking elsewhere). For services industries, these are services that are pre-defined and off-the-shelf (e.g. standard training). Products or services that are ?configurable? cannot be delivered through the Deliver Stocked Product process, as configurable products require customer reference or customer order details. |
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| Disposition Defective Product |
The process of the customer determining whether to return the defective item and the appropriate source contact for a return authorization. |
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| Disposition Excess Product |
The process of the customer determining whether to return the excess material and identification of a designated return center a return authorization. |
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| Disposition Maintenance, Repair and Overhaul Product |
The process of the customer determining whether to service the item, what service is required, and who the appropriate service provider would be to service the item. Outputs include a decision to: (1) send a return authorization request to a service provider, (2) send the product back into service without requiring a return authorization request, or (3) discard the item. |
|
| Enable Deliver |
Enable Processes prepare, maintain, or manage information or relationships on which planning and execution processes rely - Enable Deliver. |
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| Enable Make |
Enable Processes prepare, maintain, or manage information or relationships on which planning and execution processes rely - Enable Make. |
|
| Enable Plan |
A plan for the development and establishment of courses of action over specified time periods to appropriate delivery resources to meet projected delivery requirements. The plan contains necessary business requirements for information and relationships to effectively and efficiently plan the Supply Chain. |
|
| Enable Return |
Enable Processes prepare, maintain, or manage information or relationships on which planning and execution processes rely - Enable Return. |
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| Enable Source |
Enable Processes prepare, maintain, or manage information or relationships on which planning and execution processes rely - Enable Source. |
|
| Engineer-to-Order |
The process of developing, designing, validating, and ultimately using a manufacturing process to produce products or services based on the requirements of a specific customer. In general Engineer-to-Order requires that work instructions may need to be defined or refined and material routing instructions may need to be added or modified. An example of an alternative or related name for Make Engineer-to-Order is: Design-to-Order (DTO). |
|
| Enter Order, Commit Resources and Launch Program |
The process of entering/finalizing the customers order, approving the planned resources (e.g., engineering, manufacturing, etc.) and officially launching the program. |
|
| Establish and Communicate Return Plans |
The establishment and communication of courses of action over specified time periods that represent a projected appropriation of required return resources and or assets to meet return process requirements. |
|
| Establish And Communicate Supply Chain Plans |
The establishment and communication of courses of action over the appropriate time-defined (long-term, annual, monthly, weekly) planning horizon and interval, representing a projected appropriation of supply-chain resources to meet supply-chain requirements. |
|
| Establish Delivery Plans |
The establishment of courses of action over specified time periods that represent a projected appropriation of delivery resources to meet delivery requirements. |
|
| Establish Maintenance Plans |
The establishment of courses of action over specified time periods that represent a projected appropriation of supply resources to meet maintenance requirements. |
|
| Establish Production Plans |
The establishment of courses of action over specified time periods that represent a projected appropriation of supply resources to meet production and operating plan requirements. |
|
| Establish Sourcing Plans |
The establishment of courses of action over specified time periods that represent a projected appropriation of supply resources to meet sourcing plan requirements. |
|
| Fill Shopping Cart |
Typical set of tasks associated with product selection, storage and movement through to checkout. |
|
| Finalize Production Engineering |
Engineering activities required after acceptance of order, but before product can be produced. May include generation and delivery of final drawings, specifications, formulas, part programs, etc. In general, the last step in the completion of any preliminary engineering work done as part of the quotation process. |
|
| Generate Stocking Schedule |
The process of scheduling resources to support item-stocking requirements. |
|
| Identify Defective Product Condition |
The process where the customer utilizes planned policies, business rules and product operating conditions inspection as criteria to identify and confirm that material is excess to requirements defective. |
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| Identify Excess Product Condition |
The process where the customer utilizes planned policies, business rules and product inspection as criteria to identify and confirm that material is in excess of the current requirements. |
|
| Identify Sources of Supply - Engineer-to-Order Product |
The identification and qualification of potential suppliers capable of designing and delivering product that will meet all of the required product specifications - Engineer-to-Order Product. |
|
| Identify, Assess and Aggregate Delivery Resources |
The process of identifying, evaluating, and considering, as a whole with constituent parts, all things that add value in the delivery of a product or service. |
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| Identify, Assess and Aggregate Maintenance Resources |
The process of identifying, evaluating, and considering, as a whole with constituent parts, all things that add value in the maintenance of a product. |
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| Identify, Assess and Aggregate Production Resources |
The process of identifying, evaluating, and considering, as a whole with constituent parts, all things that add value in the creation of a product or performance of a service - Plan Make. |
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| Identify, Assess, and Aggregate Return Resources |
The process of identifying, evaluating, and consideration for all resources that add value to, execute, or constrain the processes for the return of a product. |
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| Identify, Prioritize and Aggregate Delivery Requirements |
The process of identifying, prioritizing, and considering, as a whole with constituent parts, all sources of demand in the delivery of a product or service. |
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| Identify, Prioritize and Aggregate Maintenance Requirements |
The process of identifying, prioritizing, and considering as a whole with constituent parts, all sources of demand in the maintenance of a product or service. |
|
| Identify, Prioritize and Aggregate Production Requirements |
The process of identifying, prioritizing, and considering as a whole with constituent parts, all sources of demand in the creation of a product or service - Plan Make. |
|
| Identify, Prioritize and Aggregate Supply Chain Requirements |
The process of identifying, aggregating, and prioritizing, all sources of demand for the integrated supply chain of a product or service at the appropriate level, horizon and interval. The sales forecast is comprised of the following concepts: sales forecasting level, time horizon, and time interval. The sales forecasting level is the focal point in the corporate hierarchy where the forecast is needed at the most generic level. i.e. Corporate forecast, Divisional forecast, Product Line forecast, SKU, SKU by Location. The sales forecasting time horizon generally coincides with the time frame of the plan for which it was developed i.e. Annual, 1-5 years, 1- 6 months, Daily, Weekly, Monthly. The sales forecasting time interval generally coincides with how often the plan is updated, i.e. Daily, Weekly, Monthly, and Quarterly. |
|
| Identify, Prioritize and Aggregate Supply Chain Resources |
The process of identifying, prioritizing, and aggregating, as a whole with constituent parts, all sources of supply that are required and add value in the supply chain of a product or service at the appropriate level, horizon and interval. |
|
| Identify, Prioritize, and Aggregate Product Requirements |
The process of identifying, prioritizing, and considering, as a whole with constituent parts, all sources of demand for a product or service in the supply chain - Plan Source. |
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| Identify, Prioritize, and Aggregate Product Resources |
The process of identifying, evaluating, and considering, as a whole with constituent parts, all material and other resources used to add value in the supply chain for a product or services - Plan Source. |
|
| Install Product - Stocked Product |
When necessary, the process of preparing, testing and installing the product at the customer site. The product is fully functional upon completion - Stocked Product. |
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| Install Product - Engineer-to-Order Product |
The process of preparing, testing and installing the product at the customer site. The product is fully functional upon completion - Engineer-to-Order Product. |
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| Install Product - Make-to-Stock Product |
When necessary, the process of preparing, testing and installing the product at the customer site. The product is fully functional upon completion - Make-to-Stock Product. |
|
| Invoice - Stocked Product |
A signal is sent to the financial organization that the order has been shipped and that the billing process should begin and payment be received or be closed out if payment has already been received. Payment is received from the customer within the payment terms of the invoice - Stocked Product. |
|
| Invoice - Engineer-to-Order Product |
A signal is sent to the financial organization that the order has been shipped and that the billing process should begin and payment be received or be closed out if payment has already been received. Payment is received from the customer within the payment terms of the invoice - Engineer-to-Order Product. |
|
| Invoice - Make-to-Stock Product |
A signal is sent to the financial organization that the order has been shipped and that the billing process should begin and payment be received or be closed out if payment has already been received. Payment is received from the customer within the payment terms of the invoice - Make-to-Stock Product. |
|
| Issue Material - Make-to-Stock |
The selection and physical movement of sourced/in-process product (e.g., raw materials, fabricated components, subassemblies, required ingredients or intermediate formulations) from a stocking location (e.g., stockroom, a location on the production floor, a supplier) to a specific point of use location. Issuing product includes the corresponding system transaction. The Bill of Materials/routing information or recipe/production instructions will determine the products to be issued to support the production operation(s) - Make-to-Stock. |
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| Issue Sourced/In-Process Product - Engineer-to-Order |
The selection and physical movement of sourced/in-process products (e.g., raw materials, fabricated components, subassemblies, required ingredients or intermediate formulations) from a stocking location (e.g., stockroom, a location on the production floor, a supplier) to a specific point of use location. Issuing material includes the corresponding system transaction. The Bill of Materials/routing information or recipe/production instructions will determine the materials to be issued to support the production operation(s) - Engineer-to-Order. |
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| Issue Sourced/In-Process Product - Make-to-Order |
The selection and physical movement of sourced/in-process products (e.g., raw materials, fabricated components, subassemblies, required ingredients or intermediate formulations) from a stocking location (e.g., stockroom, a location on the production floor, a supplier) to a specific point of use location. Issuing product includes the corresponding system transaction. The Bill of Materials/routing information or recipe/production instructions will determine the products to be issued to support the production operation(s) - Make-to-Order. |
|
| Load Product and Generate Shipping Docs - Engineer-to-Order Product |
The series of tasks including placing/loading product onto modes of transportation, and generating the documentation necessary to meet internal, customer, carrier and government needs. Shipping documentation includes the invoice. Optionally verify customer credit - Engineer-to-Order Product. |
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| Load Product and Generate Shipping Docs - Make-to-Stock Product |
The series of tasks including placing/loading product onto modes of transportation, and generating the documentation necessary to meet internal, customer, carrier and government needs. Shipping documentation includes the invoice. Optionally verify customer credit - Make-to-Stock Product. |
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| Load Vehicle and Generate Shipping Docs - Stocked Product |
The series of tasks including placing/loading product onto modes of transportation, and generating the documentation necessary to meet internal, customer, carrier and government needs. Shipping documentation includes the invoice. Optionally verify customer credit - Stocked Product. |
|
| Maintain Source Data |
The process of collecting, sorting, defining hierarchy and managing configuration control of supplier information and source data that are required to make sourcing and related planning and manufacturing decisions. Source data to be maintained includes supplier profile data, financials, quality and delivery performance, spend analysis at various levels of the enterprise, from major business units to material part number. |
|
| Make - Includes Maintenance |
The converting activities associated with operating a supply chain. This focuses on conversion of materials rather than production or manufacturing because Make represents all types of material conversions: assembly, chemical processing, maintenance, repair, overhaul, recycling, refurbishment, remanufacturing, and other material conversion activities to include maintenance. |
|
| Make-to-Order |
The process of manufacturing in a make-to-order environment adds value to products through mixing, separating, forming, machining, and chemical processes for a specific customer order. Products are completed, built or configured only in response to a customer order, the customer order reference is attached to the production order, attached to or marked on the product upon completion of the make process and referenced when transferring the product to Deliver. The product is identifiable throughout the Make process, as made for a specific customer order. Examples of alternative or related names for Make-to-Order are: Build-to-Order (BTO), Assemble-to-Order (ATO), Configure-to-Order (CTO), and postponement. |
|
| Make-to-Stock |
The process of adding value to products through mixing, separating, forming, machining, and chemical processes. |
|
| Manage Business Rules for Plan Processes |
The process of establishing, maintaining, and enforcing decision support criteria for Supply Chain Planning which translate to rules for conducting business, i.e. developing and maintaining customer and channel performance standards of an entire supply chain such as service levels, given service requirements by supply chain stakeholders/trading partners. Business rules align PLAN process policies with business strategy, goals, and objectives. |
|
| Manage Business Rules for Return Processes |
The process of establishing, maintaining, and enforcing decision support criteria for Return Planning that are translated into rules for conducting business. These rules align Return process policies with business strategy, goals, and objectives. Examples of business rules include those that (1) Enable customers to identify when scheduled and unscheduled conditions occur that require a return authorization request, (2) Enable a service provider to confirm a part is authorized to be returned, (3) Identify the waiting period to confirm a return item has been shipped and received before following up (4) Develop and maintain customer and channel performance standards of return processes such as service levels, given service requirements by supply chain stakeholders/trading partners.(5) Communicate to customers the allowable amount of elapsed time from purchase and condition in which excess material must be received in order for it to be accepted as a return (6) Negotiate any restocking charge stipulations. |
|
| Manage Capital Assets |
The process of acquiring, maintaining and dispositioning an organization's capital assets located at a supplier's facility and/or outside source, which are used to operate the supply chain. |
|
| Manage Deliver Business Rules |
The process of defining and maintaining rules which affect the acceptance of an order, based on quantity, method of delivery, credit, customer experience, etc. (Include distribution channel rules) |
|
| Manage Deliver Capital Assets |
Acquisition, maintenance, and disposition of order management, warehouse and transportation capital assets. Determine material handling (inventory) pick pack & ship methods (inventory), and equipment. |
|
| Manage Deliver Information |
The process of collecting, maintaining, and communicating information to support deliver planning and execution processes. The information to be managed includes: order data - (customer preference, history, status, and delivery requirements, etc.), warehouse data, transportation data, and deliver data. |
|
| Manage Finished Goods Inventories |
The process of establishing and maintaining finished goods, inventory limits or levels, replenishment models, ownership, product mix, stocking locations. |
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| Manage Import/Export Requirements - Enable Deliver |
The process of recording and maintaining regulations and rates, which constrain the ordering and delivering of product. |
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| Manage Import/Export Requirements - Enable Source |
The process of identifying and complying with import/export regulatory documentation and process standards set by external entities (e.g. government). |
|
| Manage Incoming Product |
The process of defining and maintaining the information that characterizes inbound logistics management of all supplier deliveries, including both physical and electronic goods and services. This includes carrier selection and management, tracking deliveries and import. |
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| Manage In-Process Products - Work In Process |
The process of establishing and maintaining limits or levels, replenishment models, ownership, product mix and stocking locations for In-Process Product (Work in Process). |
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| Manage Integrated Supply Chain Capital Assets |
The process of defining capacity strategy (i.e. internal versus contract manufacturing or internal versus 3rd Party Logistics) and then acquiring, maintaining and dispositioning an organization's capital assets to operate the integrated supply chain. |
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| Manage Integrated Supply Chain Inventory |
The process of establishing total supply chain inventory strategy and planning the total inventory limits or levels (including Raw Material, Work In Process, Finished and Purchased Finished Goods) including replenishment models, ownership, product mix, and stocking locations, both inter and intra company. |
|
| Manage Integrated Supply Chain Transportation |
The process of defining an integrated supply chain transportation strategy and maintaining the information which characterizes total supply chain transportation requirements, and the management of transporters both inter and intra company. |
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| Manage Maintenance Equipment and Facilities - Maintenance, Repair and Overhaul |
The process of specifying maintaining and dispositioning Maintenance's capital assets to operate the supply chain maintenance processes. This includes repair, alteration, calibration and other miscellaneous items to maintain production capabilities. |
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| Manage Maintenance Information |
The process of managing, collecting, maintaining, and communicating information to support Maintenance planning and execution processes. The information to be managed includes production, order and process data. |
|
| Manage Maintenance Performance |
The process of developing and maintaining performance standards and analysis methods to compare actual maintenance performance against the established standards. This process allows the development and implementation of a course of action to achieve targeted performance. |
|
| Manage Maintenance Rules |
The process of establishing, maintaining, and enforcing rules for managing maintenance details in line with business strategy, goals, and objectives. Maintenance details include part/item master, bills of materials/formulas, routings, processes, equipment requirements, tooling, and other information specifying the method of production for a particular product. |
|
| Manage Make Equipment and Facilities |
The process of specifying maintaining and dispositioning MAKE's capital assets to operate the supply chain production processes. This includes repair, alteration, calibration and other miscellaneous items to maintain production capabilities. |
|
| Manage Make Information |
The process of managing, collecting, maintaining, and communicating information to support MAKE planning and execution processes. The information to be managed includes production, order and process data. |
|
| Manage Make Regulatory Environment |
The process of identifying and complying with regulatory documentation and process standards set by external entities (e.g. government). |
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| Manage Performance of Return Processes |
The process of measuring actual Return Process performance against internal and/or external standards to develop and implement a course of action to achieve targeted performance levels. |
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| Manage Performance of Supply Chain |
The process of measuring actual integrated Supply Chain performance against internal and/or external standards to develop and implement a course of action to achieve targeted performance levels. Performance targets established for the execution of supply chain processes are reflected in the process elements for PLAN, i.e. cost, delivery reliability, cycle time, responsiveness, and assets. |
|
| Manage Plan Data Collection |
The process of collecting, integrating and maintaining the accuracy of supply chain execution information necessary to plan the balance of supply chain resources to demand requirements at both the highest aggregate and lowest SKU planning levels. Each occurrence consumes time. |
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| Manage Plan Regulatory Requirements and Compliance |
The process of identifying and complying with regulatory documentation and process standards set by external entities (i.e. government, trade officials, etc.) when planning for the integrated supply chain network. |
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| Manage Planning Configuration |
The process of defining and maintaining the information about a unique supply chain network for a group of similar or complimentary products through their full life cycle, including the evaluation of market need, product realization (development, introduction and production), product discontinuation, and after-market support. This element also includes the management of critical sub processes needed to manage the life cycle of individual item numbers including item masters, routings, event planning (promotions, etc.), ABC classification, rationalization, and bill of materials. |
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| Manage Product Inventory |
The process of establishing and maintaining physical inventories and inventory information. This includes warehouse management, cycle counting, physical inventories and inventory reconciliation. For Services, this may include tracking the number of service providers and the financial resources committed at any given point in time. |
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| Manage Product Life Cycle |
The process of defining and maintaining the distribution channel/ network for a specific product line (no capital asset or transportation management). |
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| Manage Production Network |
The process of identifying and maintaining a network of intra-company production units that deliver specific semi-finished materials or product sets to the final production site. |
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| Manage Production Performance |
The process of developing and maintaining performance standards and analysis methods to compare actual production performance against the established standards. This process allows the development and implementation of a course of action to achieve targeted performance. |
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| Manage Production Rules |
The process of establishing, maintaining, and enforcing rules for managing production details in line with business strategy, goals, and objectives. Production details include part/item master, bills of materials/formulas, routings, processes, equipment requirements, tooling, and other information specifying the method of production for a particular product. |
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| Manage Return Capital Assets |
The process of acquiring, maintaining and dispositioning capital assets such as fork lift trucks, information systems and equipment in receiving docks that are utilized in support of Return. Management activities would include defining asset requirements, determining resource availability and conducting gap analysis and resolution. The process includes lease-buy and outsourcing decisions. |
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| Manage Return Data Collection |
The process of collecting, integrating and maintaining the accuracy of return execution information necessary to plan the recovery of supply chain resources. |
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| Manage Return Inventory |
The process of establishing a return process inventory strategy and planning the recovery process inventory limits or levels (including Raw Material, Work In Process, Finished and Purchased Finished Goods) including replenishment models, ownership, product mix, and stocking locations, both inter and intra company. |
|
| Manage Return Network Configuration |
The process where customer and service provider locations involved in the flow of returns are defined and maintained throughout the supply chain. Locations include retail and wholesale customer and supplier sites, manufacturing facilities, distribution centers, warehouses, repair depots and military bases. How unserviceable material flow throughout the network is governed by the specific supply chain's business rules. (See ER1) |
|
| Manage Return Regulatory Requirements and Compliance |
The process of identifying and complying with regulatory documentation and process standards set by external entities (i.e. government, trade officials, etc.) when planning for the Return of Assets. Includes Customs requirements and Import / Export Controls. |
|
| Manage Return Transportation |
The process of providing the least cost transportation of a returned product from a customer location to the appropriate service provider location within specified time frames. Can include interim transportation activities conducted within more than one service provider locations. Includes defining and implementing a Return transportation strategy throughout the supply chain, maintaining transportation-related information (rates, lead times) and managing transportation performance. |
|
| Manage Sourcing Business Rules |
The process of defining requirements and establishing, maintaining and enforcing decision support criteria, in alignment with business strategy, goals and objectives. The business strategy defines the criteria for sourcing business rules that are translated into guidelines and policies for conducting business within the enterprise and other legal entities. Sourcing business rules include: supplier selection and negotiation processes, fulfillment and delivery performance and relationship definition for specific levels of collaboration and partnership. |
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| Manage Supplier Agreements |
The management of existing purchase orders or supplier contracts. This includes managing volume/step pricing, resolving issues, enforcing terms and conditions and maintaining an accurate status for existing purchase orders or contracts. |
|
| Manage Supplier Network |
The process of defining and maintaining a unique network of suppliers to deliver a specific product set. This includes establishment of a new supplier or maintaining an existing supplier and all the tasks and activities associated with identifying and qualifying the supplier and finalizing on the sourcing terms and conditions. Also, the management of a supplier certification process, which includes certifying new suppliers and maintaining the current status of existing suppliers. |
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| Manage Supply Chain Deliver Risk |
The process of managing Deliver risks within an overall Supply Chain Risk Program. This includes identifying and assessing Deliver risks as well as and planning and implementing responses to Deliver risks. Delivery risks include all potential events that could impact company's ability to deliver on-time at a reasonable cost and quality. In particular, the risk areas addressed are Transportation (weather related transportation issues, ocean freight), Inventory management (accuracy, stock-out, damaged inventory.), Order management (fulfillment accuracy, delayed delivery), and Document compliance (invoicing issue, customs procedures). |
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| Manage Supply Chain Make Risk |
The process of managing Make risks within an overall supply Chain risk Program. This includes identifying and assessing make risks as well as and planning and implementing responses to Make risks. Make risks include potential events that could impact your ability to make on-time at a reasonable cost with good quality. The risks can occur internally within your organization, e.g. a matching breakdown or facility fire, or externally, e.g. a hurricane, that impacts your ability to Make. Response planning includes: mitigation, either reducing the impact of a Make risk event or reducing the likelihood it will occur; transfer; acceptance. An organization has a high level of control and flexibility of action concerning internal Make risks, so they are prime candidates for control Response planning can be aggregated for make risks across the organization. |
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| Manage Supply Chain Plan Risk |
The process of identifying, coordinating and managing Supply Chain Risk(s) by aligning with the overall business risk management program. Supply Chain Risk is defined as any uncertainty that can affect the organization in a potentially negative fashion. The Manage Supply Chain Plan Risk enabler includes identifying the potential risk, assessing the probability and potential impact of the risk, and planning risk mitigating strategies. This requires analysis and coordination with the assessment and mitigating activities of the other process areas (S, M, D, R) as it relates to Supply side, Demand side, Internal, and External Supply Chain Risks. |
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| Manage Supply Chain Return Risk |
The process of managing Return risks within an overall Supply Chain Risk Program. This includes identifying and assessing Return risks as well as and planning and implementing responses to Return risks. Return risks include potential events that could impact you or the customer's ability to Return goods in a timely manner at a reasonable cost with minimal damage. Risk Management includes: mitigation, either reducing the impact of a risk event or reducing the likelihood it will occur. |
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| Manage Supply Chain Source Risk |
The process of managing Source risks within an overall Supply Chain Risk Program. This includes identifying and assessing Source risks as well as planning and implementing responses to Source risks. Source risks include potential events that could impact the organization's or the suppliers' ability to deliver raw material in a timely manner at a reasonable cost with acceptable quality. Risk Management includes: migration, either reducing the impact of a risk event of reducing the likelihood of its occurrence. |
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| Manage Transportation - Enable Deliver |
The process of 1) defining and maintaining the information which characterizes product, containerization, vehicle, route, terminals, regulations, rates/tariffs and backhaul opportunity (Characterization include information necessary to support maintenance of internal Outbound Transportation equipment - CAPITAL ASSETS) and 2) the management of transporters. |
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| Manage Transportation - Work in Process - Enable Make |
The process of transporting In-Process Product (Work in Process). This includes management of the activities associated with in transit handling and movement of In-Process Product (Work in Process). |
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| Negotiate and Receive Contract |
The process of negotiating order details with customer (e.g. price, schedule, product performance) and finalizing the contract. Optionally accept payment. |
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| Obtain and Respond to Request for Proposal/Request for Quote |
The process of receiving a request for proposal or request for quote, evaluating the request (estimating the schedule, developing costs estimates, establishing price), and responding to the potential customer. |
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| Pack Product - Stocked Product |
The activities such as sorting / combining the products, packing / kitting the products, paste labels, barcodes etc. and delivering the products to the shipping area for loading - Stocked Product |
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| Pack Product - Engineer-to-Order Product |
The activities such as sorting / combining the products, packing / kitting the products, paste labels, barcodes etc. and delivering the products to the shipping area for loading - Engineer-to-Order Product |
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| Pack Product - Make-to-Stock Product |
The activities such as sorting / combining the products, packing / kitting the products, paste labels, barcodes etc. and delivering the products to the shipping area for loading - Make-to-Stock Product |
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| Package - Engineer-to-Order |
The series of activities that containerize completed products for storage or sale to end-users. Within certain industries, packaging may include cleaning or sterilization - Engineer-to-Order. |
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| Package - Make-to-Order |
The series of activities that containerize completed products for storage or sale to end-users. Within certain industries, packaging may include cleaning or sterilization - Make-to-Order. |
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| Package - Make-to-Stock |
The series of activities that containerize completed products for storage or sale to end-users. Within certain industries, packaging may include cleaning or sterilization - Make-to-Stock |
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| Perform Calibration - Depot Maintenance |
The ability to compare an instrument with an unverified accuracy to an instrument of known or greater accuracy to detect and correct any discrepancy in the accuracy of the unverified instrument - Depot Maintenance. |
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| Perform Calibration - Field Maintenance |
The ability to compare an instrument with an unverified accuracy to an instrument of known or greater accuracy to detect and correct any discrepancy in the accuracy of the unverified instrument - Field Maintenance. |
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| Perform Depot Maintenance |
The ability to perform materiel maintenance requiring major overhaul, or a complete rebuilding of parts, assemblies, subassemblies, and end items to include the manufacture of parts, modifications, testing, and reclamation as required, provide stocks of serviceable equipment, and support field maintenance by providing technical assistance or performing maintenance tasks beyond their responsibility. |
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| Perform Field Maintenance |
The ability to perform organizational, on-system work and intermediate, shop-type work at maintenance levels other than depot. |
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| Perform Inspection - Depot Maintenance |
The ability to determine faults or verify repairs or determine condition of an item of equipment based on established equipment maintenance and serviceability standards - Depot Maintenance. |
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| Perform Inspection - Field Maintenance |
The ability to determine faults or verify repairs or determine condition of an item of equipment based on established equipment maintenance and serviceability standards - Field Maintenance. |
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| Perform Logistics |
This activity encompasses all Logistics Activities required to perform Plan, Source, Make (Includes Maintenance), Deliver, Return Capabilities. This requires the ability to supply materiel and logistics services to DoD units throughout the world, the DoD Components maintain a supply chain consisting of weapon system support contractors, retail supply activities, distribution depots, transportation networks including contracted carriers, Military Service and Defense Logistics Agency (DLA) integrated material managers, weapon system program offices, commercial distributors and suppliers including manufacturers, commercial and organic maintenance facilities, and other logistics activities (e.g. engineering support activities (ESAs), testing facilities, cataloging services, reutilization and marketing offices), maximizing customer service or warfighter support. |
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| Perform Modernization - Depot Maintenance |
The ability to change an item such that one or more measurable characteristics is altered to improve equipment performance, increase reliability, improve supportability, or enhance safety. Modernize includes conversion of items to change their mission performance or capability. The ability to prove, test, evaluate, inspect, and rework ammunition or ordnance items as required to their desired capability - Depot Maintenance. |
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| Perform Modernization - Field Maintenance |
The ability to change an item such that one or more measurable characteristics is altered to improve equipment performance, increase reliability, improve supportability, or enhance safety. Modernize includes conversion of items to change their mission performance or capability. The ability to prove, test, evaluate, inspect, and rework ammunition or ordnance items as required to their desired capability - Field Maintenance. |
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| Perform Rebuild - Depot Maintenance |
The ability to recapitalize an item to a standard as nearly as possible to its original condition in appearance, performance, and life expectancy - Depot Maintenance. |
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| Perform Rebuild - Field Maintenance |
The ability to recapitalize an item to a standard as nearly as possible to its original condition in appearance, performance, and life expectancy - Field Maintenance. |
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| Perform Repair - Depot Maintenance |
The ability to restore an item to serviceable condition through correction of a specific failure or condition - Depot Maintenance. |
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| Perform Repair - Field Maintenance |
The ability to restore an item to serviceable condition through correction of a specific failure or condition - Field Maintenance. |
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| Perform Service - Depot Maintenance |
The ability to conduct preventive maintenance checks and scheduled maintenance to detect, correct or prevent minor faults before these faults cause serious damage, failure, or injury - Depot Maintenance. |
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| Perform Service - Field Maintenance |
The ability to conduct preventive maintenance checks and scheduled maintenance to detect, correct or prevent minor faults before these faults cause serious damage, failure, or injury - Field Maintenance |
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| Perform Test - Depot Maintenance |
The ability to evaluate the operational condition of an end item or subsystem thereof against an established standard or performance parameter - Depot Maintenance. |
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| Perform Test - Field Maintenance |
The ability to evaluate the operational condition of an end item or subsystem thereof against an established standard or performance parameter - Field Maintenance. |
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| Pick Product - Stocked Product |
The series of activities including retrieving orders to pick, determining inventory availability, building the pick wave, picking the product, recording the pick and delivering product to shipping in response to an order - Stocked Product. |
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| Pick Product - Engineer-to-Order Product |
The series of activities including retrieving orders to pick, verifying inventory availability, building the pick wave, picking the product, recording the pick and delivering product to packing area in response to an order - Engineer-to-Order Product. |
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| Pick Product - Make-to-Stock Product |
The series of activities including retrieving orders to pick, verifying inventory availability, building the pick wave, picking the product, recording the pick and delivering product to packing area in response to an order - Make-to-Stock Product. |
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| Pick Product from Backroom |
The process of retrieving restocking orders to pick, determining inventory availability, building a pick wave, picking item and quantity from a designated backroom warehouse location, recording the resulting inventory transaction, and delivering the product to point of stock. |
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| Plan |
The planning activities associated with operating a supply chain. This includes gathering customer requirements, collecting information on available resources, and balancing requirements and resources to determine planned capabilities and resource gaps. This is followed by identifying the actions required to correct any gaps. |
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| Plan Deliver |
The development and establishment of courses of action over specified time periods that represent a projected appropriation of delivery resources to meet delivery requirements. |
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| Plan Maintenance |
The development and establishment of courses of action over specified time periods that represent a projected appropriation of maintenance resources to meet maintenance requirements. |
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| Plan Make |
The development and establishment of courses of action over specified time periods that represent a projected appropriation of production resources to meet production requirements. |
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| Plan Return |
A strategic or tactical process to establish and adjust courses of action or tasks over specified time periods that represent a projected appropriation of return resources and assets to meet anticipated as well as unanticipated return requirements. The scope includes unplanned returns of sold merchandise as well as planned returns of "rotable" products that are refurbished for reissue to customers. |
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| Plan Source |
The development and establishment of courses of action over specified time periods that represent a projected appropriation of material resources to meet supply chain requirements. |
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| Plan Supply Chain |
The development and establishment of courses of action over specified time periods that represent a projected appropriation of supply chain resources to meet supply chain requirements for the longest time fence constraints of supply resources. |
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| Process Inquiry and Quote - Make-to-Stock Product |
Receive and respond to general customer inquiries and requests for quotes - Make-to-Stock Product. |
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| Process Inquiry and Quote - Stocked Product |
Receive and respond to general customer inquiries and requests for quotes - Stocked Product. |
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| Produce and Manage Data Package |
The ability to create and maintain the set of support and support-related
engineering and logistics data needed to develop the necessary internal
materiel management processes for sustaining a weapon system and the
associated equipment. This includes data for maintenance planning, to
include identification of resources like personnel, support equipment,
facilities and transportation, initial provisioning, cataloging, item
management and in-service feedback. |
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| Produce and Test - Engineer-to-Order |
The series of activities performed upon sourced/in-process product to convert it from the raw or semi-finished state to a state of completion and greater value. The processes associated with the validation of product performance to ensure conformance to defined specifications and requirements - Engineer-to-Order. |
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| Produce and Test - Make-to-Order |
The series of activities performed upon sourced/in-process product to convert it from the raw or semi-finished state to a state of completion and greater value. The processes associated with the validation of product performance to ensure conformance to defined specifications and requirements - Make-to-Order. |
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| Produce and Test - Make-to-Stock |
The series of activities performed upon sourced/in-process product to convert it from the raw or semi-finished state to a state of completion and greater value. The processes associated with the validation of product performance to ensure conformance to defined specifications and requirements - Make-to-Stock. |
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| Receive and Verify Product by Customer - Stocked Product |
The process of receiving the shipment by the customer (either at customer site or at shipping area in case of self-collection) and verifying that the order was shipped complete and that the product meets delivery terms - Stocked Product. |
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| Receive and Verify Product by Customer - Engineer-to-Order Product |
The process of receiving the shipment (either at customer site or at shipping area in case of self-collection) and verifying that the order was shipped complete and that the product meets delivery terms - Engineer-to-Order Product. |
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| Receive and Verify Product by Customer - Make-to-Stock Product |
The process of receiving the shipment at the customer (either at customer site or at shipping area in case of self-collection) and verifying that the order was shipped complete and that the product meets delivery terms - Make-to-Stock Product. |
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| Receive Defective Product - Includes Verify |
The process where the last known holder or designated return center receives and verifies the returned defective product against the return authorization and other documentation and prepares the item for transfer. |
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| Receive Excess Product |
The process where the designated return center receives and verifies the returned excess product and associated documentation against the return authorization and other documentation and prepares the item for transfer. Administrate any discrepancies that arise. |
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| Receive Maintenance, Repair and Overhaul Product |
The process where the service provider receives and verifies the returned Maintenance, Repair and Overhaul item against the return authorization and other documentation and prepares the item for transfer. |
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| Receive Product - Engineer-to-Order Product |
The process and associated activities of receiving product to contract requirements - Engineer-to-Order Product. |
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| Receive Product - Make -to-Order Product |
The process and associated activities of receiving product to contract requirements - Make-to-Order Product. |
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| Receive Product - Stocked Product |
The process and associated activities of receiving product to contract requirements - Stocked Product. |
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| Receive Product at the Store |
The activities such as receiving product, verifying, recording product receipt, determining put-away location, putting away and recording location that a company performs at its own stores. May include quality inspection. |
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| Receive Product from Source or Make - Stocked Product |
The activities such as receiving product, verifying, recording product receipt, determining put-away location, putting away and recording location that a company performs at its own warehouses. May include quality inspection - Stocked Product. |
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| Receive Product from Source or Make - Engineer-to-Order Product |
The activities such as receiving product, verifying, recording product receipt, determining put-away location, putting away and recording location for goods received from either Make or Source. May include quality inspection - Engineer-to-Order Product. |
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| Receive Product from Source or Make - Make-to-Stock Product |
The activities such as receiving product, verifying, recording product receipt, determining put-away location, putting away and recording location for goods received from either Make or Source. May include quality inspection - Make-to-Stock Product. |
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| Receive, Configure, Enter and Validate Order - Make-to-Stock Product |
Receive orders from the customer and enter them into a company's order processing system. Orders can be received through phone, fax, or through electronic media. Configure your product to the customer's specific needs, based on standard available parts or options. 'Technically' examine order to ensure an orderable configuration and provide accurate price. Check the customer's credit. Optionally accept payment - Make-to-Stock Product. |
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| Receive, Enter and Validate Order - Stocked Product |
Receive orders from the customer and enter them into a company's order processing system. Orders can be received through phone, fax, or electronic media. 'Technically' examine orders to ensure an orderable configuration and provide accurate price. Check the customer's credit. Optionally accept payment - Stocked Product. |
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| Release Finished Product to Deliver - Make-to-Order |
Activities associated with post-production documentation, testing, or certification required prior to delivery of finished product to customer. Examples include assembly of batch records for regulatory agencies, laboratory tests for potency or purity, creating certificate of analysis, and sign-off by the quality organization - Make-to-Order. |
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| Release Product to Deliver - Engineer-to-Order |
Activities associated with post-production documentation, testing, or certification required prior to delivery of finished product to customer. Examples include assembly of batch records for regulatory agencies, laboratory tests for potency or purity, creating certificate of analysis, and sign-off by the quality organization - Engineer-to-Order. |
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| Release Product to Deliver - Make-to-Stock |
Activities associated with post-production documentation, testing, or certification required prior to delivery of finished product to customer. Examples include assembly of batch records for regulatory agencies, laboratory tests for potency or purity, creating certificate of analysis, and sign-off by the quality organization - Make-to-Stock. |
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| Request Defective Product Return Authorization |
The process of a customer requesting and obtaining authorization, from last known holder or designated return center, for the return of defective product. Additionally, the customer and last known holder or designated return center would discuss enabling conditions such as return replacement or credit, packaging, handling, transportation and import / export requirements to facilitate the efficient return of the defective product. |
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| Request Excess Product Return Authorization |
The process of a customer requesting and obtaining authorization, from the designated return center, for the return of excess product. Additionally, the customer and designated return center would negotiate enabling conditions such as return credit or cash discount, packaging, handling, transportation and import / export requirements to facilitate the efficient return of the excess product. |
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| Request Maintenance, Repair and Overhaul Return Authorization |
The process of a customer requesting and obtaining authorization, from a service provider, for the return of an Maintenance, Repair and Overhaul product. In addition to discussing the Maintenance, Repair and Overhaul issue, the customer and service provider would discuss enabling conditions such as return replacement or credit, packaging, handling, transportation and import / export requirements to facilitate the efficient return of the Maintenance, Repair and Overhaul product to the service provider. The customer may need to go through several return authorization iterations with multiple service providers before authorization is received. |
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| Reserve Inventory and Determine Delivery Date - Stocked Product |
Inventory (both on hand and scheduled) is identified and reserved for specific orders and a delivery date is committed and scheduled - Stocked Product. |
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| Reserve Inventory and Determine Delivery Date - Make-to-Stock Product |
Inventory and/or planned capacity is identified and reserved for specific orders, and a delivery date is committed and scheduled - Make-to-Stock Product. |
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| Return |
The return activities associated with operating a supply chain. This includes identification of the need for a return, scheduling of the return, the shipment and receipt of the returned goods, the disposition decision making, the screening of customers for disposed material, and the demil and scrap disposition actions. |
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| Return Defective Product |
The process where the customer packages, and handles the defective product in preparation for shipping in accord with pre-determined conditions. The product is then provided by the customer to the carrier who physically transports the product and its associated documentation to the last known holder or designated return center. |
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| Return Excess Product |
The process where the customer packages, and handles the excess product in preparation for shipping in accord with pre-determined conditions. The product is then provided by the customer to the carrier who physically transports the product and its associated documentation to the last known holder or designated return center. |
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| Return Maintenance, Repair and Overhaul Product |
The process where the customer packages, and handles the Maintenance, Repair and Overhaul product in preparation for shipping in accord with pre-determined conditions. The product is then provided by the customer to the carrier who physically transports the product and its associated documentation to the service provider. |
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| Route Shipments - Stocked Product |
Loads are consolidated and routed by mode, lane and location - Stocked Product. |
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| Route Shipments - Engineer-to-Order Product |
Loads are consolidated and routed by mode, lane, and location - Engineer-to-Order Product. |
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| Route Shipments - Make-to-Stock Product |
Loads are consolidated and routed by mode, lane, and location - Make-to-Stock Product. |
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| Schedule and Execute Disposal -Reuse,Transfer,Donate,Demil,Scrap,Public Sale |
The process of reutilizing, transferring, donating, selling, destroying, or other ultimate disposition of personal property. |
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| Schedule Defective Product Shipment |
The process where the customer develops the schedule for a carrier to pick-up for delivery of the defective product. Activities include selecting the carrier and rates, preparing the item for transfer, preparing scheduling documentation and managing overall scheduling administration. |
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| Schedule Defective Return Receipt |
The process where the last known holder or designated return center evaluates the defective product handling requirements including negotiated conditions and develops a schedule that tells the Customer when to ship the product. The scheduling activity would also inform Receiving when to expect the shipment and where to send the product, for disposition, upon receipt. |
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| Schedule Excess Product Shipment |
The process where the customer develops the schedule for a carrier to pick-up the excess product. Activities include selecting the carrier and rates, preparing the item for transfer, preparing scheduling documentation and managing overall scheduling administration. |
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| Schedule Excess Return Receipt |
The process where the l designated return center evaluates an authorized excess material return to determine packaging and handling requirements. This assessment will lead to the development of a return disposition decision and a return schedule with terms and conditions that will tell the Customer how and when to ship the product. The scheduling activity would also inform the Return Center's Receiving department when to expect the shipment and where to send the product, for disposition, upon receipt. |
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| Schedule Installation - Engineer-to-Order Product |
The process of evaluating the design and build schedules relative to customer requested installation date to determine installation schedule - Engineer-to-Order Product. |
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| Schedule Maintenance, Repair and Overhaul Return Receipt |
The process where the service provider evaluates the Maintenance, Repair and Overhaul service requirements including negotiated conditions and develops a schedule that tells the Customer when to ship the part. The scheduling activity would also inform Receiving when to expect the shipment and where to send the part, for induction or storage, upon receipt. |
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| Schedule Maintenance, Repair and Overhaul Shipment |
The process where the customer develops the schedule for a carrier to pick-up and deliver the Maintenance, Repair and Overhaul product. Activities include selecting the carrier and rates, preparing the item for transfer, preparing scheduling documentation and managing overall scheduling administration. |
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| Schedule Product Deliveries - Engineer-to-Order Product |
Scheduling and managing the execution of the individual deliveries of product against the contract. The requirements for product deliveries are determined based on the detailed sourcing plan. This includes all aspects of managing the contract schedule including prototypes and qualifications - Engineer-to-Order Product. |
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| Schedule Product Deliveries - Make-to-Order Product |
Scheduling and managing the execution of the individual deliveries of product against the contract. The requirements for product deliveries are determined based on the detailed sourcing plan. This includes all aspects of managing the contract schedule including prototypes, qualifications or service deployment - Make-to- Order Product. |
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| Schedule Product Deliveries - Stocked Product |
Scheduling and managing the execution of the individual deliveries of product against an existing contract or purchase order. The requirements for product releases are determined based on the detailed sourcing plan or other types of product pull signals - Stocked Product. |
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| Schedule Production Activities - Engineer-to-Order |
Given plans for the production of specific parts, products, or formulations in specified quantities and planned availability of required sourced products, the scheduling of the operations to be performed in accordance with these plans. Scheduling includes sequencing, and, depending on the factory layout, any standards for setup and run. In general, intermediate production activities are coordinated prior to the scheduling of the operations to be performed in producing a finished product - Engineer-to-Order. |
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| Schedule Production Activities - Make-to-Order |
Given plans for the production of specific parts, products, or formulations in specific quantities and planned availability of required sourced products, the scheduling of the operations to be preformed in accordance with these plans. Scheduling includes sequencing, and, depending on the factory layout, any standards for setup and run. In general intermediate production activities are coordinated prior to the scheduling of the operations to be preformed in producing a finished product - Make-to-Order. |
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| Schedule Production Activities - Make-to-Stock |
Given plans for the production of specific parts, products, or formulations in specified quantities and planned availability of required sourced products, the scheduling of the operations to be performed in accordance with these plans. Scheduling includes sequencing, and, depending on the factory layout, any standards for setup and run. In general, intermediate production activities are coordinated prior to the scheduling of the operations to be performed in producing a finished product - Make-to-Stock. |
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| Select Carriers and Rate Shipments - Stocked Product |
Specific carriers are selected by lowest cost per route and shipments are rated and tendered - Stocked Product. |
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| Select Carriers and Rate Shipments - Engineer-to-Order Product |
Specific carriers are selected by lowest cost per route and shipments are rated and tendered - Engineer-to-Order Product. |
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| Select Carriers and Rate Shipments - Make-to-Stock Product |
Specific carriers are selected by lowest cost per route and shipments are rated and tendered - Make-to-Stock Product. |
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| Select Final Supplier and Negotiate - Engineer-to-Order Product |
The identification of the final supplier(s) based on the evaluation of RFQs, supplier qualifications and the generation of a contract defining the costs and terms and conditions of product availability - Engineer-to-Order Product. |
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| Ship Product - Stocked Product |
The process of shipping the product to the customer site - Stocked Product. |
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| Ship Product - Engineer-to-Order Product |
The process of shipping the product to the customer site - Engineer-to-Order Product. |
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| Ship Product - Make-to-Stock Product |
The process of shipping the product to the customer site - Make-to-Stock Product. |
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| Source |
The sourcing activities associated with operating a supply chain. This includes issuing purchase orders, inventory accountability, scheduling deliveries, receiving, and shipment validation and storage. |
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| Source Engineer-to-Order Product |
The processes of identifying and selecting sources of supply, negotiating, validating, scheduling, ordering and receiving parts, assemblies or specialized products or services that are designed, ordered and/or built based on the requirements or specifications of a specific customer order. |
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| Source Make-to-Order Product |
The processes of ordering and receiving product or material that is ordered (and may be configured) only when required by a specific customer order. The intention of Source-to-Order is to maintain inventory ordered (and/or configured) specifically for customer orders only. The product is ordered, received and identified in stock using this customer order reference (order designated inventory). The product is typically identifiable throughout the sourcing process, by the reference to the customer order attached to or marked on the product or packaging and in the warehouse management or ERP system. Examples of alternative or related names for Source-to-Order are: purchase-to-order, special ordering (retail industry), kitting and line sequencing (manufacturing industries). |
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| Source Return Defective Product |
The return and disposition determination of defective products as defined by the warranty claims, product recall, non-conforming product and/or other similar policies including appropriate replacement. The Return Defective Product supports any type of product not conforming to specifications (including order non-conformance such as late or otherwise improper delivery); company business rules determine the definition of 'defective'. The physical disposition of the product may not be part of the return process. |
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| Source Return Excess Product |
The return of excess or aging inventory or obsolete products as defined by the terms and conditions of a customer/supplier contract. The intention of excess product returns is to reallocate inventory to a location or organization that can sell the product that is considered in excess in the current location. The physical disposition of the product may not be part of the return process. |
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| Source Return Maintenance, Repair and Overhaul Product |
The return of Maintenance, Repair and Overhaul (MRO) products or company assets for the purpose of servicing, repairing or upgrading it, as defined by Maintenance Plans or the occurrence or anticipation of risk of failure. Generally company assets managed through a MRO process are expected to be refurbished to a useable condition and returned to service. The Return process does not represent the actual maintenance, repair or overhaul activities; these are generally represented by Make processes. The physical disposition of the product may not be part of the return process. |
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| Source Return Maintenance, Repair and Overhaul Product Condition |
The process where the customer utilizes pre-determined Maintenance, Repair and Overhaul policies, business rules and product operating conditions as criteria to identify and confirm that an item requires maintenance, repair, overhaul or disposal. Includes operating failures and planned maintenance requirements. |
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| Source Stocked Product |
The process of ordering, receiving and transferring raw material items, sub-assemblies, product and or services based on aggregated demand requirements. The intention of Source-to-Stock is to maintain a pre-determined level of inventory for these materials, sub-assemblies or products. No customer reference or customer order detail is exchanged with the supplier, attached to or marked on the product, or recorded in the warehousing or ERP system for Source-to-Stock products. Examples of alternative or related names for Source-to-Stock are: replenishment inventory, drip parts, kan-ban, and on, and bulk or generic stock. |
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| Stage Finished Product - Engineer-to-Order |
The movement of packaged products into a temporary holding location to await movement to a finished goods location. Products that are made to order may remain in the holding location to await shipment per the associated customer order. The actual move transaction is part of the Deliver process - Engineer-to-Order. |
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| Stage Finished Product - Make-to-Order |
The movement of packaged products into a temporary holding location to await movement to a finished goods location. Products that are made to order may remain in the holding location to await shipment per the associated customer order. The actual move transaction is part of the Deliver process - Make-to-Order. |
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| Stage Product - Make-to-Stock |
The movement of packaged products into a temporary holding location to await movement to a finished goods location. Products that are made to order may remain in the holding location to await shipment per the associated customer order. The movement to finished goods is part of the Deliver process - Make-to-Stock. |
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| Stock Shelf |
For restocks, the tasks associated with identifying the item location, stocking the shelf according to merchandise plans, and recording the appropriate inventory transaction. For promotional items and stock repositioning the tasks associated with shelf and point of sale preparation, stock placement, and end of sale activities. |
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| Transfer Defective Product |
The process where the last known holder or designated return center transfers the defective product to the appropriate process to implement the disposition decision. |
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| Transfer Excess Product |
The process where the designated return center transfers the excess product to the appropriate process to implement the disposition decision. |
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| Transfer Maintenance, Repair and Overhaul Product |
The process where the service provider transfers the Maintenance, Repair and Overhaul product to the appropriate process to implement the disposition decision. |
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| Transfer Product - Engineer-to-Order Product |
The transfer of accepted product to the appropriate stocking location within the supply chain. This includes all of the activities associated with repackaging, staging, transferring, and stocking product - Engineer-to-Order Product. |
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| Transfer Product - Make-to-Order Product |
The transfer of accepted product to the appropriate stocking location within the supply chain. This includes all of the activities associated with repackaging, staging, transferring, and stocking product and or application of service - Make-to-Order Product. |
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| Transfer Product - Stocked Product |
The transfer of accepted product to the appropriate stocking location within the supply chain. This includes all of the activities associated with repackaging, staging, transferring and stocking product. For service this is the transfer or application of service to the final customer or end user - Stocked Product. |
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| Verify Product - Engineer-to-Order Product |
The process and actions required determining product conformance to requirements and criteria - Engineer-to-Order Product. |
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| Verify Product - Make-to-Order Product |
The process and actions required determining product conformance to requirements and criteria - Make-to-Order Product. |
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| Verify Product - Stocked Product |
The process and actions required determining product conformance to requirements and criteria - Stocked Product. |
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| Waste Disposal - Engineer-to-Order |
Activities associated with collecting and managing waste produced during the produce and test process including scrap material and non-conforming product - Engineer-to-Order. |
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| Waste Disposal - Make-to-Order |
Activities associated with collecting and managing waste produced during the produce and test process including scrap material and non-conforming product - Make-to-Order. |
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| Waste Disposal - Make-to-Stock |
Activities associated with collecting and managing waste produced during the produce and test process including scrap material and non-conforming product - Make-to-Stock. |
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