考慮商品數量折扣之聯合補貨問題 consider quantity discounts for joint replenishment...

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考慮商品數量折扣之聯合補貨問題 Consider quantity discounts for joint replenishment problem. 研究生 : 王聖文 指導教授 : 楊能舒 教授. Reporting process. Joint replenishment problem. The joint replenishment objective adjusts to the replenishment cycle between different products to avoid additional ordering costs. - PowerPoint PPT Presentation

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Page 1: 考慮商品數量折扣之聯合補貨問題  Consider quantity discounts for joint replenishment problem

考慮商品數量折扣之聯合補貨問題 Consider quantity discounts for joint replenishment problem研究生 : 王聖文

指導教授 : 楊能舒 教授

Page 2: 考慮商品數量折扣之聯合補貨問題  Consider quantity discounts for joint replenishment problem

Reporting process

Introduction

Background and Motivation

Research of objective

Research Process

Literature

Quantity discounts

Particle swarm

optimization

Joint replenishment problem

Research Method

Mathematical model

Solving process

Experiment and

Analysis

Instance calculus

Analysis of results

Conclusion

Programming approach

Particle swarm

optimization

Research Plan

Discount percentage

Numbers of item

Page 3: 考慮商品數量折扣之聯合補貨問題  Consider quantity discounts for joint replenishment problem

The joint replenishment objective adjusts to the replenishment cycle between

different products to avoid additional ordering costs.

Introduction Research of

objective

Research Process

Literature Research Method

Research Method

- Instance calculus

Research Method

- Analysis of results

Conclusion Research plan

Joint replenishment problem

Page 4: 考慮商品數量折扣之聯合補貨問題  Consider quantity discounts for joint replenishment problem

Quantity discounts

Introduction Research of

objective

Research Process

Literature Research Method

Research Method

- Instance calculus

Research Method

- Analysis of results

Conclusion Research plan

Order quantity

Price

Page 5: 考慮商品數量折扣之聯合補貨問題  Consider quantity discounts for joint replenishment problem

Consider quantity discount

s

Establish heuristic method to solve the joint replenishment problem considering quantity

discounts

Consider quantity discounts for joint replenishment problem

Introduction Research of

objective

Research Process

Literature Research Method

Research Method

- Instance calculus

Research Method

- Analysis of results

Conclusion Research plan

Page 6: 考慮商品數量折扣之聯合補貨問題  Consider quantity discounts for joint replenishment problem

Research Motivation and objective

Related literature

Joint replenishment problem

Particle swarm optimization

Establish heuristic method

Experiment parameters set

Analysis of results

Introduction Research of

objective

Research Process

Literature Research Method

Research Method

- Instance calculus

Research Method

- Analysis of results

Conclusion Research plan

Consider quantity discounts for joint replenishment problem

Research Process

Page 7: 考慮商品數量折扣之聯合補貨問題  Consider quantity discounts for joint replenishment problem

Introduction Research of

objective

Research Process

Literature Research Method

Research Method

- Instance calculus

Research Method

- Analysis of results

Conclusion Research plan

No. Author Year Method ResultThe

relationship between this

study

1J.Kenny, R .C. Eberhart

1995

Propose particle swarm optimization and explain the feature and concept of this algorithm.

Particle swarm algorithms consider a few parameters and fast convergence of the solution space, suitable for solving large problems.

Use the feature of particle swarm optimization for solving joint replenishment problem.

2 Goyal, S.K. 1973

Propose the method to find out the upper and lower bounds of the optimal ordering cycle.

By changes in cycle multiplier derived upper and lower bounds of the optimal ordering cycle.

Use the method proposed by Goyal to set the upper and lower bound of basic cycle.

3 Goyal, S.K. 1974

Propose the method to find out upper and lower bounds of the optimal ordering cycle and give an example.

Changes in cycle multiplier will affect the total cost.

Similar to Goyal(1973), there is example for reference.

Page 8: 考慮商品數量折扣之聯合補貨問題  Consider quantity discounts for joint replenishment problem

No. Author Year Method ResultThe

relationship between this

study

4 Silver, E.A. 1976

Derivate cycle multiplier formula and set upper and lower bounds of cycle multiplier also proposed sorting indicators.

Silver proposed a simple method can get a good solution performance.

Use the method proposed by Silver to set the cycle multiplier lower and upper bound as well as to determine the basic ordering cycle.

5

Shi, Y.,Eberhart, R.

1998Propose weight added to the particle swarm optimization .

By adjusting the weights to change the solution space of global search or local search.

Consider the weight can increase the accuracy of search solutions.

6I.K.MOON,S.K.GOYAL,B.C.CHA

2008

Using genetic algorithms try

to solve consider quantity discounts for joint

replenishment problem.

.

Provide a method to solve consider quantity discounts for joint replenishment.

Mentioned joint replenishment model for considering quantity discounts.

Introduction Research of

objective

Research Process

Literature Research Method

Research Method

- Instance calculus

Research Method

- Analysis of results

Conclusion Research plan

Page 9: 考慮商品數量折扣之聯合補貨問題  Consider quantity discounts for joint replenishment problem

Introduction Research of

objective

Research Process

Literature Research Method

Research Method

- Instance calculus

Research Method

- Analysis of results

Conclusion Research plan

No. Author Year Method ResultThe

relationship between this

study

7Kaspi, M. & Rosenblatt, M.J.

1983The extension of Silver (1976).

Find out the relationship of cycle multiplier and frequency.

Another method for solving joint replenishment problem.

8Kaspi, M. & Rosenblatt, M.J.

1991The extension of Kaspi, M. & Rosenblatt, M.J. (1983).

Add frequency upper and lower bounds, and the same amount range. Proposed the RAND algorithm.

Another method for solving joint replenishment problem.

9Goyal, S.K. & Belton,

A.S.1979

Another indicator to modify the method proposed by Silver (1976)

Claimed to use the indicators to get a better solution.

Increase the selection of indicators。

Page 10: 考慮商品數量折扣之聯合補貨問題  Consider quantity discounts for joint replenishment problem

Problem description

• Consider quantity discounts joint replenishment problem for single supplier to multi-retailers.

• Objective is minimize the total cost.

Introduction Research of

objective

Research Process

Literature Research Method

Research Method

- Instance calculus

Research Method

- Analysis of results

Conclusion Research plan

Page 11: 考慮商品數量折扣之聯合補貨問題  Consider quantity discounts for joint replenishment problem

Joint replenishment problem (Not consider quantity discounts )

Joint replenishment problem (Consider quantity discounts )

Programming approach

Analysis of results

Heuristic method

Find the optimal replenishment strategies

Single item replenishment problem (Consider quantity discounts )

Research steps

Introduction Research of

objective

Research Process

Literature Research Method

Research Method

- Instance calculus

Research Method

- Analysis of results

Conclusion Research plan

Compare Programming approach and heuristic methods

Page 12: 考慮商品數量折扣之聯合補貨問題  Consider quantity discounts for joint replenishment problem

Mathematical Symbol Description

• Di: Demand for items• hi: Items i per unit holding cost ratio• S: Major ordering cost• si: Minor ordering costs• Ci: Unit price of item i• ki: Integer number that determines the

replenishment schedule of item i• T: Basic cycle• TC: Total cost

Introduction Research of

objective

Research Process

Literature Research Method

Research Method

- Instance calculus

Research Method

- Analysis of results

Conclusion Research plan

Page 13: 考慮商品數量折扣之聯合補貨問題  Consider quantity discounts for joint replenishment problem

Mathematical model with quantity discounts

Single items replenishment problem

Joint replenishment problem

Introduction Research of

objective

Research Process

Literature Research Method

Research Method

- Instance calculus

Research Method

- Analysis of results

Conclusion Research plan

Page 14: 考慮商品數量折扣之聯合補貨問題  Consider quantity discounts for joint replenishment problem

Programming approach to solve joint replenishment problem.(Not consider

quantity discounts)

• S=4000Item 1 2 3si 1000 1000 1000hi 0.2 0.2 0.2Di 12000 1200 120Ci 500 500 500

Introduction Research of

objective

Research Process

Literature Research Method

Research Method

- Instance calculus

Research Method

- Analysis of results

Conclusion Research plan

Page 15: 考慮商品數量折扣之聯合補貨問題  Consider quantity discounts for joint replenishment problem

Programming approach to solve joint replenishment problem.(Not consider

quantity discounts)• Objective function :

• T 、 ki 、 yij are decision variables• ki at least one of 1 (basic cycle)• The other items cycles is the integer multiple of the basic cycle.

Introduction Research of

objective

Research Process

Literature Research Method

Research Method

- Instance calculus

Research Method

- Analysis of results

Conclusion Research plan

Page 16: 考慮商品數量折扣之聯合補貨問題  Consider quantity discounts for joint replenishment problem

Programming approach to solve joint replenishment problem.

(Not consider quantity discounts)

basic cycle T

0.0872

(k1,k2,k3) (1,2,5)

TC 6090767

Introduction Research of

objective

Research Process

Literature Research Method

Research Method

- Instance calculus

Research Method

- Analysis of results

Conclusion Research plan

Page 17: 考慮商品數量折扣之聯合補貨問題  Consider quantity discounts for joint replenishment problem

Programming approach to solve Single item replenishment problem (Consider

quantity discounts )

• D=120000• h=0.2• S=100

Ordering quantity

Unit price

Q<5000 35000≦Q<1000

02.96

Qi≧10000 2.92

Introduction Research of

objective

Research Process

Literature Research Method

Research Method

- Instance calculus

Research Method

- Analysis of results

Conclusion Research plan

Page 18: 考慮商品數量折扣之聯合補貨問題  Consider quantity discounts for joint replenishment problem

Programming approach to solve Single item replenishment problem (Consider

quantity discounts )• Originally objective function :

• changed to

• yj is binary , Indicates whether to use a discounted price j , j=1,2,3

• Qj 、 yj are decision variables• ,

Introduction Research of

objective

Research Process

Literature Research Method

Research Method

- Instance calculus

Research Method

- Analysis of results

Conclusion Research plan

Page 19: 考慮商品數量折扣之聯合補貨問題  Consider quantity discounts for joint replenishment problem

Programming approach to solve Single item replenishment problem (Consider

quantity discounts )

• The result of programming approach solving is the minimum TC for $ 354,520 occurred when the order quantity Q is 10000.

Introduction Research of

objective

Research Process

Literature Research Method

Research Method

- Instance calculus

Research Method

- Analysis of results

Conclusion Research plan

Page 20: 考慮商品數量折扣之聯合補貨問題  Consider quantity discounts for joint replenishment problem

0 5000 10000 15000 20000345000

350000

355000

360000

365000

370000

Total cost

總成本 TCEOQ

Introduction Research of

objective

Research Process

Literature Research Method

Research Method

- Instance calculus

Research Method

- Analysis of results

Conclusion Research plan

Programming approach to solve Single item replenishment problem (Consider

quantity discounts )

Page 21: 考慮商品數量折扣之聯合補貨問題  Consider quantity discounts for joint replenishment problem

Programming approach to solve joint replenishment problem.(Consider

quantity discounts)• S=4000

Item 1 2 3si 1000 1000 1000hi 0.2 0.2 0.2Di 12000 1200 120

Introduction Research of

objective

Research Process

Literature Research Method

Research Method

- Instance calculus

Research Method

- Analysis of results

Conclusion Research plan

Page 22: 考慮商品數量折扣之聯合補貨問題  Consider quantity discounts for joint replenishment problem

C1 C2 C3Qi<500 500 500 500

500≦Qi<1000 470 480 475Qi≧1000 440 460 450

Quantity discount table

Introduction Research of

objective

Research Process

Literature Research Method

Research Method

- Instance calculus

Research Method

- Analysis of results

Conclusion Research plan

Programming approach to solve joint replenishment problem.(Consider

quantity discounts)

Page 23: 考慮商品數量折扣之聯合補貨問題  Consider quantity discounts for joint replenishment problem

Programming approach to solve joint replenishment problem.(Consider quantity

discounts)• Originally objective function :

• changed to• yij is binary. Denote the items i whether use discounted prices j. i=1,2,3 , j=1,2,3

• T 、 ki 、 yij are decision variables.•

Introduction Research of

objective

Research Process

Literature Research Method

Research Method

- Instance calculus

Research Method

- Analysis of results

Conclusion Research plan

Page 24: 考慮商品數量折扣之聯合補貨問題  Consider quantity discounts for joint replenishment problem

Programming approach to solve joint replenishment problem.(Consider quantity

discounts)Basic cycle

T0.0926

(k1,k2,k3) (1,9,4)

(C1,C2,C3) (440,460,500)

TC 6047011

Introduction Research of

objective

Research Process

Literature Research Method

Research Method

- Instance calculus

Research Method

- Analysis of results

Conclusion Research plan

Page 25: 考慮商品數量折扣之聯合補貨問題  Consider quantity discounts for joint replenishment problem

Analysis of results

• Programming approach example shows that it is feasible to solve small quantity discounts problem .

But large quantity discounts problem programming approach can not be solved.

Find another new algorithm for solving

Introduction Research of

objective

Research Process

Literature Research Method

Research Method

- Instance calculus

Research Method

- Analysis of results

Conclusion Research plan

Page 26: 考慮商品數量折扣之聯合補貨問題  Consider quantity discounts for joint replenishment problem

Optimal solution

(k1,…,ki,T,V1,…,Vi)(k1,…,ki,T,V1,…,Vi)

(k1,…,ki,T,V1,…,Vi)

(k1,…,ki,T,V1,…,Vi)(k1,…,ki,T,V1,…,Vi)

Introduction Research of

objective

Research Process

Literature Research Method

Research Method

- Instance calculus

Research Method

- Analysis of results

Conclusion Research plan

Particle swarm optimization

Page 27: 考慮商品數量折扣之聯合補貨問題  Consider quantity discounts for joint replenishment problem

Mathematical Symbol Description:• Xid : Position of the particle i on d-th

iteration.• Vid : Speed of the particle i on d-th iteration.• Pid : The best position of the particle i in d

iterations.• Pgd : The best position of all particle i in d

iterations.• Cj : Learning coefficient.• ω : Weight.• ωmax : Weight maximum.• ωmin : Weight minimum.• Rj : Independent random variable. The range is [0,

1].• Vmax : The maximum allowable speed when the

particle update.

Introduction Research of

objective

Research Process

Literature Research Method

Research Method

- Instance calculus

Research Method

- Analysis of results

Conclusion Research plan

Page 28: 考慮商品數量折扣之聯合補貨問題  Consider quantity discounts for joint replenishment problem

Decision variables are ki and basic cycle T

ki and basic cycle T set to particle position

Use particle swarm optimization to minimize the total cost.

Introduction Research of

objective

Research Process

Literature Research Method

Research Method

- Instance calculus

Research Method

- Analysis of results

Conclusion Research plan

Heuristic method

Page 29: 考慮商品數量折扣之聯合補貨問題  Consider quantity discounts for joint replenishment problem

Particle velocity update formula :

Particle position update formula :

Solving

Particle speed limit :

Introduction Research of

objective

Research Process

Literature Research Method

Research Method

- Instance calculus

Research Method

- Analysis of results

Conclusion Research plan

Heuristic method

Page 30: 考慮商品數量折扣之聯合補貨問題  Consider quantity discounts for joint replenishment problem

• According to the method proposed by Goyal (1973 & 1974) set the upper and lower bounds of ki and basic cycle T.

• According to the method proposed by Silver(1976) to find out k1T is the basic cycle.

,(ki=1)

Introduction Research of

objective

Research Process

Literature Research Method

Research Method

- Instance calculus

Research Method

- Analysis of results

Conclusion Research plan

Heuristic method

Page 31: 考慮商品數量折扣之聯合補貨問題  Consider quantity discounts for joint replenishment problem

• Step1 : Initialization Randomly generated particles and randomly

assigned to the initial position and speed. k1=1 , k2 、 k3 upper bound are

3.2969 、 10.5409,and 0.0408 ≦T ≦0.1091 。(k1,k2,k3) Basic cycle T (v1(k2),v2(k3),v3

(T))(1,2,3) 0.1090 (0.5412,2.4325,3.2516)

(1,4,2) 0.0706 (-1.1833,-2.5648,3.5421)

(1,3,9) 0.0957 (3.7685,-3.5453,1.0010)

(1,1,10) 0.1010 (2.5612,0.0025,-2.5671)

(1,2,5) 0.0752 (-1.2657,2.6570,-3.9627)

Introduction Research of

objective

Research Process

Literature Research Method

Research Method

- Instance calculus

Research Method

- Analysis of results

Conclusion Research plan

Heuristic method

Page 32: 考慮商品數量折扣之聯合補貨問題  Consider quantity discounts for joint replenishment problem

• Step2 : Evaluation Evaluate each particle function value.

Randomly generated values of k, T and v into the objective formula.

(k1,k2,k3) Basic cycle T (v1(k2),v2(k3),v3(T))

Fitness value (TC)

(1,2,3) 0.1090 (0.5412,2.4325,3.2516) 6187419

(1,4,2) 0.0706 (-1.1833,-2.5648,3.5421)

6439054

(1,3,9) 0.0957 (3.7685,-3.5453,1.0010) 6190963

(1,1,10) 0.1010 (2.5612,0.0025,-2.5671) 6065844

(1,2,5) 0.0752 (-1.2657,2.6570,-3.9627)

6429491

Introduction Research of

objective

Research Process

Literature Research Method

Research Method

- Instance calculus

Research Method

- Analysis of results

Conclusion Research plan

Heuristic method

Page 33: 考慮商品數量折扣之聯合補貨問題  Consider quantity discounts for joint replenishment problem

• Step3 : Update Pid According to the value obtained by Step2 update so far the best position of each particle.

• Step4 : Update Pgd According to the value obtained by Step3 update so far the best position of group of particle.

The fitness value of each particle after iteration.

Update so far the fitness value of each particle.

the best position of each particle.(k1,k2,k3,T)

6187419 6187419 (1,2,3,0.1090)

6439054 6439054 (1,4,2,0.0706)

6190963 6190963 (1,3,9,0.0957)

6065844 6065844 (1,1,10,0.1010)

6429491 6429491 (1,2,5,0.0752)

Introduction Research of

objective

Research Process

Literature Research Method

Research Method

- Instance calculus

Research Method

- Analysis of results

Conclusion Research plan

Heuristic method

Page 34: 考慮商品數量折扣之聯合補貨問題  Consider quantity discounts for joint replenishment problem

• Step5 : Randomly generated R1, R2 and update Xid, Vid.

Obtained Pid and Pgd from Step3,Step4 then update particles speed and position.

(k1,k2,k3)

Basic cycle T

(v1(k2),v2(k3),v3(T)) (R1,R2)

(1,1,11) 0.1091 (-0.6485,4,2.9174) (0.1057,0.5678)

(1,1,11) 0.1091 (-4,4,3.2312) (0.9512,0.7123)

(1,4,6) 0.1091 (3.7685,-3.5453,1.0010) (0.6717,0.0045)

(1,3,10) 0.0408 (2.3051,0.0023,-2.3104) (0.2130,0.7951)

(1,1,11) 0.0408 (-2.0411,4,-3.5432) (0.3016,0.4510)

Introduction Research of

objective

Research Process

Literature Research Method

Research Method

- Instance calculus

Research Method

- Analysis of results

Conclusion Research plan

Heuristic method

Page 35: 考慮商品數量折扣之聯合補貨問題  Consider quantity discounts for joint replenishment problem

(k1,k2,k3) Basic cycle T Fitness value (TC)

(1,1,11) 0.1091 6067180

(1,1,11) 0.1091 6067180

(1,4,6) 0.1091 6052318

(1,3,10) 0.0408 6827442

(1,1,11) 0.0408 6838908

Step6 : Repeatedly step2 to step5, and stop when it reaches the

termination conditions.

Introduction Research of

objective

Research Process

Literature Research Method

Research Method

- Instance calculus

Research Method

- Analysis of results

Conclusion Research plan

Heuristic method

Page 36: 考慮商品數量折扣之聯合補貨問題  Consider quantity discounts for joint replenishment problem

Introduction Research of

objective

Research Process

Literature Research Method

Research Method

- Instance calculus

Research Method

- Analysis of results

Conclusion Research plan

• After repeated iteration, the total cost TC will gradually close to the optimal solution. Programmin

g approachHeuristic method

Basic cycle T

0.0926 0.0752

(k1,k2,k3) (1,9,4) (1,2,5)(C1,C2,C3) (440,460,5

00)(440,480,5

00)

TC 6047011 6051882

Analysis of results

Page 37: 考慮商品數量折扣之聯合補貨問題  Consider quantity discounts for joint replenishment problem

• Compared with Programming approach, the calculate time of heuristic method is shorter than Programming approach significantly.

• And the convergence speed of heuristic method also faster than Programming approach, several iteration that can be get a good solution.

• Heuristic method is suitable to apply in large joint replenishment problem.

Introduction Research of

objective

Research Process

Literature Research Method

Research Method

- Instance calculus

Research Method

- Analysis of results

Conclusion Research plan

Conclusion

Page 38: 考慮商品數量折扣之聯合補貨問題  Consider quantity discounts for joint replenishment problem

Introduction Research of

objective

Research Process

Literature Research Method

Research Method

- Instance calculus

Research Method

- Analysis of results

Conclusion Research plan

Heuristic method solve the example

proposedBy Goyal(2008)

Solving performance ?

Research plan

Page 39: 考慮商品數量折扣之聯合補貨問題  Consider quantity discounts for joint replenishment problem

Introduction Research of

objective

Research Process

Literature Research Method

Research Method

- Instance calculus

Research Method

- Analysis of results

Conclusion Research plan

Programming

approach

Heuristic method

Small proble

m

The optimal solution can be obtained

.

The number of

calculation is less and

good solution can be

obtained.Large proble

m

Can not be

solved.?

Conditions set

Numbers of item

5 20

Discount percentage

10% 30%

…… …

Research plan

Page 40: 考慮商品數量折扣之聯合補貨問題  Consider quantity discounts for joint replenishment problem

最後統整

參數分析

實際範例

撰寫程式

0 1 2 3 4 5 6 7

開始月份執行月數

Timetable

Page 41: 考慮商品數量折扣之聯合補貨問題  Consider quantity discounts for joint replenishment problem

END