Global Logistics Management

Kelly Hsieh@mail.nkmu.edu.tw
3617174#3467

Class Schedule
(This may be changed as needed)
1.(Sep. 17)
Introduction

10.(Nov. 19) Ch.8

2.(Sep. 24) Ch.1

3.(Oct. 1) Ch.2
4.(Oct. 8) Ch.3
5.(Oct.15) Ch.4
6.(Oct. 22) Ch.5
7.(Oct.29) Ch.6
8.(Nov. 5) Ch.7
9.(Nov.12)Mid-term

11.(Nov. 26) Ch.9

12.(Dec. 3) Ch.10
13.(Dec.10) Ch.11
14.(Dec.17) Ch.12
15.(Dec. 24 ) CH.13
16.(Dec. 31) Ch.14
17.(Jan. 7) Ch.15
18.(Jan.14)Final Exam

30

1-3
30

40
:open book

( )

v.s

( )

1960

1980

1990

2000

(materials management)

(physical distribution)

(business logistics)

(network design)

(information)

(transportation)

(inventory)

p7

( )

(inbound logistics)

(operations logistics)

(outbound logistics)

p14

(geography)
(physical infrastructure)
(legal/business
infrastructure)

(performance cycle)

(fulfillment)

(transaction)

(distribution)

(documentation/communica-tion)

(shippers)

(carriers)

(consignees)

(military)
(business)
(civil)

(computerization)
(quality management)
(partnerships and alliances)
(deregulation)

(globalization)

(global logistics)

 ( )

 ( )

(stateless corporation)

(distance)
(demand)
(diversity)
(documentation)

Chapter2

(export)

(contract) (licensing)
(franchising) (longterm sales contract)
(joint venture)

(wholly owned subsidiary)

 (barter)

(Volume consolidation)
(Supplier operational
integration)
(Value management)


(terms of sale)



ICC

Incoterms 2000

 (terms of sale)

?
?

(risk)
(location)

(buyer/seller relations)

(ability to arrange transport)

(cargo)

Incoterms

ICC

(shipper)
(deliver)

(delivered)?

EXW FCA FAS FOB

CIF DEQ

DDP

Incoterms 2000

Carriage
Departure MainUnpaid

Main Carriage Paid

Arrival

EXW
Ex Works

FCA
Free Carrier

CFR
Cost and Freight

DAF
Delivered at
Frontier

FAS
Free Alongside Ship

CIF
Cost, Insurance, and
Freight

DES
Delivered Ex
Ship

FOB
Free On Board

CPT
Carriage paid to

DEQ
Delivered Ex
Quay

CIP
Carriage and Insurance
Paid to

DDU
Delivered Duty
Unpaid

DDP
Delivered Duty
Paid

V.S

 ( )

(no trade agreement) A

B

(free trade agreement)

A B

 ( )

(customs union) A B
A B

(common market)
A B

(factor endowments)
(demand conditions)
(related and
supporting industries)
(firm strategy,
structure, and rivalry)

(primary trade lanes)

( )
(secondary trade
lanes)

CHP3


(Henry Ford)
(supply chain management)

(logistics)

 (Henry Ford)

VS

 VS

(myth)

1200

1150

1100

1050

200

150

100

50

1000

104
66

(channel)

(risk)
(power)
(Leadership)

(push)
(pull)

(principle of minimum total
transactions)
(velocity)
(bullwhip effect)
JIT

JIT

4P

(Product)
(place)

(promotion)
(price)

(utility)

(form)
(possession)
(time)
(place)

 ( )

(big
ticket)
( )

 ( )

(legitimate)
(economic)
(expert)
(reward)

CHP4

ISO9000










Dicken

(Who are we?)

(Where do we want to
be?)
(How are we going to
get there )

(strategic planning)
(tactical planning)
(operational planning)

(Four Dimensions of Logistics Planning)

(cost minimization)
(value-Added)
(channel integration)
(quick response)
(total enterprise)

IV
III
II

( )

($/
)

(authority)
(right) (power)

Dicken ( )
A.

Dicken ( )
B.

Dicken ( )
C.

Dicken ( )
D.

 ISO9000

ISO

ISO9000

 ISO9000

ISO9000

ISO9000

noncommercial transaction
(internal pricing)
transfer pricing)

Martin Christopher

 ( )

 ( )

(Ignorance of the true

costs)
(Aggregation is too high)
(Full cost allocation)
(Focus on functions
rather than outputs)
(Product costs
versus customer costs)

Christoper

(enterprise) ( )

(place)


Alfred Weber

1929

(material-oriented)

(ubiquitous raw materials)

(localized raw materials)
(pure raw materials)
(gross raw materials)

(market-oriented)

(cost of land)
(cost of labor)
(cost of living)
(inertia)

(distribution routes)
(corporate chain of demand)

Branch

Hub&Spoke

Paul Reveres Ride

Network

(hub)

(line-haul)

(feeder)

( )

( )

(MPS) (BOM)

(MPS)
MRP

 (MPS)

(MPS)

MRP MRP
MPS (BOM)

MRP

MRP II (manufacturing
resources planning)

MRP

(DRP) MRP

MRP DRP

DRP

(basic demand)
(cyclical demand)
(long-term change trend)
(promotional factor)
(buffer range)

(top-down)

(bottom-up)


Wheelwright

Markridakis

(accuracy)
(forecast time horizon)
(value of forecasting)
(availability of data)
(type of data pattern)
(experience of the forecaster)

(benchmarking)
(model) (benchmark)

(internal)
(compeitive)
(functional)
(generic process)

CLM

(recycling)
(reuse)

(dispose)

Case study
Calbee(Japan)
Diet
get

thinner
snack

PAPIER(
METALL( )
HOLZ( )
KUNST-STOFFE( )
GEMUSE,OBSTRESTE(
)
SCHNITTPFLANZEN( )

KLEIDER*SPENDE ->
SHUHE Ruecknahme ->

CHP5

 ( )

 ( )

 ( )

Lardners

 ( )

2 10

1 10

10
10

1
2.14

2
8.56

1,000 TEU

1,000 TEU

( )

 ( )
1000 TEU

900 TEU

 ( )

800

1,6
0
1,5 0
00

1,000
1,000

1,200

0
0
1
1,
700

900

100
100
400
400

1,100
1,000

700

(cargo)
(shipper)
(carrier)
(consignee)

62%
50%

48%
29%

72%

 ( )

 ( )

(competition regulation)

(non-discrimination)

(price
restriction)

(class rates)

(commodity rates)

(
)

(special charges)
(transit services)
(diversion)
(reconsignment)
(split delivery)
(demurrage detention)
(accessorial charges)

(retail packaging)
(group packaging)
(transport packaging)

 ( )

(markings)

 ( )

(pallets)

(packing)

Chp6

(containerization)

8 8 6

20 40 45
48

40

20

(dry container)

(open top)
(tank)
(flat rack)
(bulk)
(platform)
(refrigerated)
(live animals)

(sophisticated information system)

(exempt)

(safety)

1.2
PCE 20%

4
PCE

(weight laws)

 ( )

 ( )


(US Great Lakes)
(Mississippi River)
(Russias great rivers)
(Chinas great rivers)
(Europes river
system)

14

10

18

17

16

CHP 7

(ocean
carriers) (shipping
lines)

(Containerized)
(Bulk)
(Bulk
Tankers)
(Bulk
Dry Bulk)

(Bulk Roll-on
Roll-off)

(Breakbulk)
(Refrigerated)
(Barges)

(Mixed)

 Type of Ships

6,900

147

5,000

140

17,400

56

2,100

48

(RoRo)

1,700

22

1,000

16

2,200

13

RoRo

2,400

12

242

11

1,400
7

GTM
(Gross Tons, Metric)
2,800
7

1,000
7

 ( )

(self-loading)
(crane)
(pumping system)
(shipbuilding)

(dorea) (japan)

 ( )
(ship breaking)

(fastShip)

(FastShip, Inc) 40

Maersk Saeland ( )

Evergreen ( )

APL ( NOL )

Hanjin ( )

Cosco ( )

P&O Nedlloyd ( )

Hyundai ( )

OOCL ( )

K Line ( )

(liners)
(tramps)
(private)

 ( )

(ship size)


(economies
of scale)
(consolidation of the
shipping companies)

 ( )
1998 ( )
35% 34%

6% 1% 23%

(alliances)

BTU( )

 ( )

(national fleet
for national defense)
(access to international
markets)
(preservation of
competition)

 ( )

(international waters)
(the right innocent
passage) (transit
passage)

(extraterritoriality)


()

(International Maritime
Organization, IMO)

(The Comite Maritime

International, CMI)

(Shipping Conference)


()

(Ocean Shipping Reform

Act OSRA)

(shippers)

(carriers)
(service
contracts)
(service contract)

(flags of convenience, FOC)

(classification society)

1. Panama

6,188

(,000)
91,000

2. Liberia

1,697

60,000

3. Bahamas

1,221

25,500

4. Greece

1,641

25,200

5. Cyprus

1,650

23,600

6. Malta

1,378

22,900

7. Norway

715

19,700

8. Singapore

1,656

18,800

9. Japan

9,310

18,500

10. China

3,175

16,300

(the spills of toxic substances)

(oil spillage)

(bilge) (ballast)

(trip charter or Voyage charter)

(time charter)
(bareboat)
(demise charter)

(Contract of Affreightment)
90%
1/3

(Baltic and International

Maritime Council, BIMCO)

(Container Lines)

(Intermodalism)



(ocean trip)

Chp8

34

(TIACA)


1903

Kitty Hawk

1909
1918
1944
(ICAO-International Civil Aviation Organization)
1946 (IATAInternational Air Transportation Associa-tion)

 (TIACA)

(bellyspace)

(flexsbelly)

(freighter)

(truck)

(Boeing)
(Airbus) 2/3
1/3


(point-to-point routes)
(hub routes)

(North Atlantic)
(transpacific)
(Europe-Far East)
(SU domestic)

(integrated carriers)
(FedEx) (UPS)
(scheduled carriers)

(charter carrier)

(seasonal)
(traffic balance)

(mail)

(express transportation)
(time-definite)

(courier)

(freight)

(security)

(known shipper)

(air cargo
carriers)

500

(economic conditions)
(rate levels)

(yield management)
( )

(volume of traffic)
(direction of traffic)
(characteristics of the traffic)
(value of the service)
(competition)

(dimensional weights)

(stacking losses)

 20

1. FedEx

2,796

11. Singapore

467

997

12. Delta

459

3. Lufthansa

794

13. Emery Worldwide

454

4. Japan Air Lines

710

14. British Airways

442

5. Korean

649

15. Burlington Air

430

6. American

604

16. Airborne

397

7. Air France

571

17. Cathay Pacific

395

8. United

536

18. All Nippon

390

9. Northwest

495

19. Air Canada

344

10. KLM

478

20. DHL

301

2.

UPS

(IATA)

(ICAO)

(bilateral)
(
)
(treaty)

(

(First freedom, Overflight)

(Second freedom, Service stops)

(Third freedom, Passenger

delivery)

(Fourth freedom, Repatriation)

(Fifth freedom, Oncarriage)

(Sixth freedom, cabotage)

(Seventh freedom, cargo)

(mirror effect)

(charter)

(Airline Deregulation Act

of 1978)

(Open Sky Agreement)

(Star
Alliance)

(double or nothing)

CHP9

Rotterdam

(non-port industry)
(tourists)

(privately owned ports)

(landlord port)

(tool port)

(private participation)

(services port)

(port
tax)
(user
fees)

(delay tariffs)
(avoid tariffs before
onshipment)
(processing)

(correct mistakes)
(sell)

http://www.taiwanftz.nat.gov.tw/cmain.asp

(96) 10

12 20

5 10

96 6 29

CHP10

(anti-dumping
duty, AD)

(countervailing
duty, CVD)

(gray market importing)

(parallel importing)


(entry restrictions)

(rates)
(information)

(absolute quotas)
(tariff rate quotas)

( )


(fulfill regulations)
(manage risk)
(common
understanding)
(record keeping)

(transportation documents)
(banking documents)
(commercial documents)
(government documents)

(CISG)



(CISC)

(treaty law)
(local

law)

CISG

CISG

(ICC)

(UNCITRAL)


(order processing and
shipment)
(export clearance)
(shipment)
(import clearance)
(delivery)

(purchase order)
(bill of lading)
(waybill)
(invoice)
(certificate of origin)
(sanitary certificate)
(carnet)
(export declaration)

(a contract of carriage)
(documentary
evidence of title)
(receipt of goods)

(clean bill)

(dirty bill)

(dirty)

(clean BL)
(onboard BL)
(received-for-shipment BL)
(straight BL)
(forwarders BL)

 ( )
(Bill of Lading)

1.
2.
3.

(sea
waybill)
1.

2.
3.

 ( )

(Bill of
Lading)

(sea
waybill)

( )

1.
2.

1.
2.

1.Signt bill or draft;Demand bill

or draft
2.Time bill or draft ; Usnace bill
or draft

1.
2.

1.

2.

1.
2.

1.bill or draft with L/C

2.Bill or draft without L/C

1.Documentary bill or draft

2.Clean bill or draft

1.D/P
2.D/A

1.Direct bill
2.Indirect bill

vs.

 vs.

1.
2.
3.
4.

5.
6.

( )

1.
2.
3.
4.

(ICC) (UCP)

( )


1.
2.
3.
4.
5.

7.
8.
6.


1
5

/
2

6
7

( / )vs.
( / )
( )vs.
( )
( )

 ( )

 ( )

( )

 ( )

(bill of exchange)

1.
2.
3.

4.
( )
5. /

6. /

1.
2.
3.

(UPS )

1.

2.

(COT)

COT

1.

2.

5.

3.

4.

1.

2.

911

3.

4.
5.

911

15

Chapter

13

 ( )

vs.

( )
( )

 ( )

0~5

5.1

2.1

5.2

2.2

6.1

2.3

6.2

4.1

4.2

4.3

( )

CFR49

911

( )

( )

( )

( )
vs.

( )

( )

( )

( )

(ex )
(ex )
(ex )
(ex
)
(ex )
(ex )

(open run)

(secret crossing)

(concealed cargo)

(documentation)

(transshipment)

( )
( )
( )
( )

Chapter

14

(3rd party logistics)

(4th party logistics)

3PL

3PL
24%
3PL
3PL

3PL

( 3PL)

3PL
3PL

3PL

(carrier-based)
(warehouse based)
(forwarder/brokerbased)
(information-based)
(customer-based)

( freight forwarders)
(customs house brokers)

(NVOCCs)
(consolidators)
(shippers associations)
(EMC and
ETC)
(professional services)

 ( freight
forwarders)

 (customs house
brokers)


(NVOCCs)
NVOCCs

NVOs

NVOCCs

NVO NVOCC

 (consolidators)

NVOs

NVOCC NVO

 ( shippers
associations)


(EMC and ETC)

(Export Management
Companies, EMC and Export Trading Companies, ETC)

EMC
ETC

ETCs EMCs

 ( professional
services)

3PL


(individual excellence)
(importance)
(interdependence)
(investment)
(information)
(integration)
(institutionalization)
(integrity)


5%
5%
11%
13%
13%

31%

22%

B.D.P. International Survey ( 250 )

 3PL

/
/

/


()

APL ( )
BAX GLOBAL ( )
DHL ( )
Expeditors
Federal Express
Kuehne&Nagel International AG
( )


()
Maersk
Nippon Express ( )
TNT
UPS ( )

 14-1

Expeditors

TNT

Maersk

DHL

Kuehne & Nagel

Fedex

SCM

Nippon Express

UPS

SCM

APLL

BAX Global

SCM

 14-2

BAX Global

18

FedEx

17

UPS

17

DHL

16

TNT

15

Nippon Express

15

APLL

14

Expeditor

12

Kuehne & Nagel

12

Mearsk

11


14-3

UPS

357,000

10

Fedex

245,000

DHL

170,000

Maersk

60,000

Nippon Express

51,400

TNT

40,000

Kuehne & Nagel

19,000

BAX Global

10,000

Expeditors

8,019

10

APLL

 14-4

DHL
Fedex
UPS
TNT
Expeditors
BAX Global
Maersk
APLL
Kuehne & Nagel

228
215
200
200
150
124
100
100
96

10
9
8
7
6
5
4
3
2

1
2
3
4
5
6
7
8
9

 14-5

UPS
FedEx
TNT
DHL
BAX Global
Kuehne & Nagel
Nippon Express
Expeditor
Mearsk
APLL

93
88
71
68
37
34
33
28
27
26

Chapter

15


Closs

Bowersox

(raw material)
(components)
(work-in-process)
(finished products)

(average inventory)

(cycle inventory)
(safety stock)

(stock out)
(inventory turn)

(selling terms) (contracts

of sale) , EXW CIF FOB


Bowersox

& Closs

(inventory policy)

Bowersox & Closs

(classify

products/ markets)

 (inventory policy)

(the fair share allocation)

(distribution requirement
planning, DRP)

(proactive)
(reactive)

(inventory carrying

costs)

 ( )
@ @ @

 ( )
X2

= X1

n1
n2

n1 =
n2 =
X1 =
X2 =

(centralization of
warehouses)

(CGS)

(LIFO)

(FIFO)

(average)

(perpetual review)

(periodic review)

(reactive method)

(reorder point)

 ( )
EOQ

= 2CoD
CiU

EOQ = (economic order

quantity)
Co =
Ci =
D =
U = ( )

 ( )

(EOQ)

$
)

(fixed-order interval

system)