基于MTO-MTS生产模式的钢铁企业合同计划建模与优化策略  

The order planning modeling and optimized strategy for iron steel plant based on MTO-MTS management framework

作　　者：张琦琪[1,2] 张涛[1] 刘鹏[1] ZHANG Qi-qi ZHANG Tao LIU Peng(School of Information Management and Engineering, Shanghai University of Finance and Economics, Shanghai 200433, china Shanghai Vocational College of Science and Technology, Shanghai 201800, china)

机构地区：[1]上海财经大学信息管理与工程学院,上海200433 [2]上海科学技术职业学院,上海201800

出　　处：《管理工程学报》2017年第3期100-107,共8页Journal of Industrial Engineering and Engineering Management

基　　金：国家自然科学基金资助项目(71171126;61572140);教育部高等学校博士学科点专项科研基金资助项目(20130078110001);上海市科学技术委员会科技创新行动计划资助项目(16511104704);上海市金融信息技术研究重点实验室开放课题资助项目

摘　　要：在MTO-MTS混合生产模式下,合理协调生产和库存是合同计划需要解决的关键问题。本文将多级库存匹配引入合同计划,同时考虑半成品库存、成品库存和多工序生产,以最小化合同的库存匹配费用、提前/拖期惩罚、交期惩罚、产能均衡惩罚和合同取消惩罚为目标建立联合优化数学模型。基于该模型,构造了PSORe M算法,采用重匹配协同策略提高搜索空间的全局性,改进粒子群算法的求解性能。通过仿真实验确定相关参数,采用某著名钢厂的多组算例分析了多级库存匹配策略对库存管理和生产计划的协调作用,并验证了本文算法的有效性。With the global economic integration and the change of consumer demand, iron-steel enterprises need to reform and upgrade the traditional production models through advanced management modes. In order to solve the contradiction between improving the market service level and ensuring the economical efficiency of the internal production, enterprises have to consider applying both make-to-order（MTO） and make-to-stock（MTS） production modes to establish a hybrid MTO-MTS management framework, which becomes an inevitable trend for the development of the iron-steel industries. Order planning is the core area in the production planning management system of iron-steel enterprises. It combines both MTO and MTS modes effectively, considers comprehensively the inventory management and production planning, operates the various production processes, and determines whether production can be completed smoothly and efficiently. As an absolutely necessary part of the order planning, inventory matching can match the remaining inventory with the order to be delivered in the current period, thus improving the ability of timely delivery, and reducing stock funds and venues caused by inventory. However, too much inventory matching, especially the lossy matching that the products of higher steel grade being selected to meet requirement of lower grade order, may not only lead to high matching costs, but also the remaining small units resulting in increased production costs. In contrast, too little inventory matching could lead to excessive backlog of inventory, thereby increasing inventory costs. Thus, how to match the inventory is a key factor that affects the results of order planning. In this paper, we introduce the multi-level inventory matching into order planning, consider order production planning of multiple processes, and order inventory matching of both finished and unfinished products at the same time. Under the premise of satisfying inventory matching constraints, production capacity constraints, production time sequenc

关 键 词：合同计划 多级库存匹配 面向订单-面向库存 粒子群优化 重匹配协同策略 

分 类 号：C934[经济管理—管理学]