§ 瀏覽學位論文書目資料
系統識別號 U0002-2206201112313400
DOI 10.6846/TKU.2011.01305
論文名稱(中文) 含有信用交易且允許缺貨的經濟訂購量存貨模型
論文名稱(英文) Economic order quantity inventory models with trade credit and allowable shortage
第三語言論文名稱
校院名稱 淡江大學
系所名稱(中文) 管理科學研究所碩士班
系所名稱(英文) Graduate Institute of Management Science
外國學位學校名稱
外國學位學院名稱
外國學位研究所名稱
學年度 99
學期 2
出版年 100
研究生(中文) 柯杰明
研究生(英文) Chieh-Ming Ko
學號 698620399
學位類別 碩士
語言別 繁體中文
第二語言別
口試日期 2011-06-02
論文頁數 89頁
口試委員 指導教授 - 歐陽良裕
委員 - 張春桃
委員 - 謝祖邦
關鍵字(中) 經濟訂購量
信用交易
算術-幾何平均不等式
關鍵字(英) Economic order quantity
Trade credit
arithmetic-geometric mean
第三語言關鍵字
學科別分類
中文摘要
面對企業相間互競爭激烈及全球市場經營模型的劇變,如何做好有效的存貨管理以降低相關成本或增加利潤,已成為企業主要的追求目標。存貨的維持與控制,往往會影響企業資金調度的靈活性,甚至關係到企業的營運作業。供應商可藉由提供延遲付款的優惠來吸引零售商訂購更多的或品。在此延遲付款期間,零售商收到貨品時不需要立即付款,也不用支付任何利息,並可以利用此期間的銷貨收入賺取利息,一旦付款期限到期時,若零售商仍有貨品尚未出售,則需負擔庫存貨品的資金積壓成本。因此,如何在管理存貨過與不及中取得均衡點,已成為決策者重要的考量之一。 
    本文主要探討信用交易且允許缺貨的經濟訂購量存貨模型。文中包含四個章節,第一章說明研究動機與目的、文獻探討及研究架構三部份。第二章主要探討供應商提供二選一信用交易的付款方式給零售商,並探討當發生缺貨時,顧客願意等候欠撥的存貨模型。第三章延伸第二章的研究,將兩種延遲付款方式改為只有一種延遲付款方式,零售商的延遲付款優惠與訂購量有關,建立最適的零售商的存貨模型。對於本研究所建立的兩種存貨模型,我們分別利用代數方法求得最適解存在的充要條件。接著,建立演算法以利求解,並舉例說明求解的過程與做敏感度分析。第四章提出本研究的結論和未來研究的方向。
英文摘要
Face of firm fierce competitions and drastic changes in the global market business model. How to do effective inventory management to reduce the costs or increase profits has become a major goal to pursue.Inventory of maintain and control often affect the cash flow flexibility of enterprise even though operation of the business. Supplier offers permissible delay in payments to attract attraction retailer   order more items. During the trade credit period, retailer does not have to pay when receiving the products, and can use the sales revenue to earn interest. When the trade credit period is due, retailer has to pay interest for the products still in stocks. And, the delayed payments would produce capital opportunity cost for the supplier. Therefore, how to obtain the equilibrium point in inventory has become one of the important considerations.

    Economic order quantity inventory models with trade credit and allowable shortage are developed in this paper. Chapter 1 involves the motivation and objective of this thesis. In this chapter, literature review about relative research papers is also included. In chapter 2, we established an inventory model with two-part trade credit terms and allowable shortage. In Chapter 3, we extend model for Chapter 2, we established an inventory model with allowable shortage, and assumed that supplier offers an order-size dependent permissible delay in payments. The necessary and sufficient conditions of the existence and uniqueness of the optimal solutions for the two models are shown. In addition, an algorithm is provided to determine the optimal solution for each model. Numerical examples and sensitivity analyses are presented to illustrate the theoretical results. Chapter 4 the conclusion of this thesis and future research directions are proposed.
第三語言摘要
論文目次
目錄
表目錄 III
圖目錄 IV
使用符號一覽表  V
基本假設  VI
第一章 緒論 1
  1.1 研究動機與目的 1
  1.2 文獻探討 2
  1.2.1 信用交易 2
  1.2.2 允許缺貨 3
  1.3 研究架構5
第二章 二選一信用交易且允許缺貨的經濟訂購量存貨模型 6
  2.1 前言 6
  2.2 符號與假設 7
  2.3 模型的建立 7
  2.4 模型的求解 11
  2.5 數值範例 26 
第三章 信用交易與訂購量有關且允許缺貨的經濟訂購存貨模型 33
  3.1 前言 33
  3.2 符號與假設 33
  3.3 模型的建立 34
  3.4 模型的求解 42
  3.5 數值範例 78
第四章 結論 83
  4.1 主要研究成果 83
  4.2 未來研究方向 85
參考文獻 86

表目錄
表2-1 範例2.1的最適解彙整表 28
表2-2 不同α值對最適解的影響 32
表3-1 範例3.1的最適解彙整表 79
表3-2 不同Qd與M值對最適解的影響 80

圖目錄
圖2.1當Mj≦t≦T時,零售商的存貨水準與計算利息的累積銷售量示意 9
圖2.2當t≦Mj≦T時,零售商的存貨水準與計算利息的累積銷售量示意圖 10
圖2.3當t≦T≦Mj時,零售商的存貨水準與計算利息的累積銷售量示意圖 10
圖3.1.1當Mj≦t<T且T<Td時,零售商存貨水準與計算利息的累積銷售量示意圖36
圖3.1.2當t≦Mj≦且T<Td時,零售商存貨水準與計算利息的累積銷售量示意圖 37
圖3.1.3當t<T≦Mj且T<Td時,零售商存貨水準與計算利息的累積銷售量示意圖38
圖3.2.1當Mj≦t<T且T≧Td時,零售商存貨水準與計算利息的累積銷售量示意圖39
圖3.2.2當t≦Mj≦T且T≧Td時,零售商存貨水準與計算利息的累積銷售量示意圖40
圖3.2.3當t<T≦Mj且T≧Td時,零售商存貨水準與計算利息的累積銷售量示意圖40
參考文獻
參考文獻

中文文獻 :
1.陳舜堯 (2010) 。二階信用交易條件下零售商考慮多期現金折扣條件之最佳訂購策略。中原大學企業管理研究所碩士學位論文。
2.黃天受 (2005)。考慮允許信用交易下最佳訂購週期之研究。國立台灣科技大學工業管理系博士學位論文。
3.黃聖閔 (2009)。不良品重工、信用交易與部分欠撥下的生產政策。大同大學事業經營學所碩士學位論文。
4.楊建珉 (2008)。兩種延遲付款方式下允許缺貨且含有不良品的供應商與零售商之整合存貨模型。淡江大學管理科學研究所碩士學位論文。
5.蘇家嫻 (2007) 。信用交易條件下整合供應商與零售之供應鏈系統的最適訂購與運送策略。淡江大學管理科學研究所博士學位論文。

英文文獻 :
1.Chang, C.T. (2002). Extended economic order quantity model under cash discount and payment delay. International Journal of Information and Management Sciences 13(3), 57-69.
2.Chang, C.T., Teng, J.T. and Chern, M.S. (2010). Optimal manufacturer’s replenishment policies for deteriorating items in a supply chain with up-stream and down-stream trade credits. International Journal of Production Economic 127(1),197-202.
3.Chang, H. J. and Dye, C. Y. (1999). An EOQ model for deteriorating items with time varying demand and partial backlogging. Journal of the Operational Research Society 50(11), 1176-1182.
4.Chung, K. J., and Liao, J. J. (2011). The simplified solution algorithm for an integrated supplier–buyer inventory model with two-part trade credit in a supply chain system. European Journal of Operational Research. in press.
5.Davis, R. A. and Gaither, N. (1985). Optimal ordering policies under conditions of extended payment privileges. Management Science 31(4), 499-509.
6.Goyal, S. K. (1985). Economic order quantity under conditions of
permissible delay in payments. Journal of the Operational Research Society 36, 335-339.
7.Haley, C. W. and Higgins, R. C. (1973). Inventory policy and trade credit financing, Management Science 20(4), 464-471.
8.Ho, C. H., Ouyang, L. Y. and Su, C. H. (2007). Optimal pricing , shipment and payment policy for an integrated supplier-buyer inventory model with two-part trade credit. European Journal of Operational Research 187, 496-510.
9.Huang , C. K., Tsai, D. M., Wu, J. C., and Chung, K. J. (2010). An optimal integrated vendor–buyer inventory policy under conditions of order-processing time reduction and permissible delay in payments. International Journal of Production Economics 128,445-451.
10.Huang, Y. F. (2003). Optimal retailer’s ordering policies in the EOQ Model under trade credit financing. Journal of the Operational Research Society 54(9), 1011-1015.
11.Kingsman, B.G. (1983). The effect of payment rules on ordering and stocking in purchasing. Journal of the Operational Research Society 34(11), 1085-1098.
12.Ouyang, L.Y., Chen M.S. and Chuang, K.W. (2002). Economic order quantity model under cash discount and payment delay. International Journal of Informational and Management Science 13, 1-10.
13.Ouyang, L. Y., Teng, J. T., Goyal, S. K. and Yang, C. T. (2007). An economic order quantity model for deteriorating items with partially permissible delay in payments linked to order quantity. European Journal of Operational Research 15(1), 25-42.
14.Padmanabhan, G. and Vrat, P. (1995). EOQ models for perishable items under stock dependent selling rate. European Journal of Operational Research 86(2), 281-29.
15.Park, K. S. (1982). Inventory models with partial backorders. International Journal of Systems Science 13(12), 1313-1317.
16.Sarker, B. R., Jammal, A. M. M. and Wang, S. (2000). Supply chain models for perishable products under inflation and permissible delay in payment. Computers and Operations Research 27(1), 59-75.
17.Shah, V. R., Patel, N. C. and Shah, D. K. (1988). Economic ordering quantity when delay in payments of order and shortages are permitted. Gujarat Statistical Review 15(2), 52-56.
18.Stevenson, W. J. (2002). Operations Management, McGraw-Hill, New York.
19.Teng, J. T. (2009). Optimal ordering policies for a retailer who offers distinct trade credits to its good and bad credit customers. International Journal of Production Economic 119, 415-4.
20.Teng, J. T., Chang, H. J., Dye, C. Y. and Hung, C. H. (2002). An optimal replenishment policy for deteriorating items with time-varying demand and partial backlogging. Operations Research Letters 30(6), 387-393.
21.Wee, H.M. (1995). Joint pricing and replenishment policy for deteriorating inventory with declining market. International Journal of Production Economics 40(2-3), 163-171.
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