Optimal use of downward substitution in a manufacturing operation subject to uncertainty

•We conduct a comprehensive investigation of downward substitution for a capacitated manufacturer subject to supply and demand uncertainty.•We identify two distinct uses of downward substitution and derive the optimality conditions for both in a single-period setting.•We conduct a numerical study th...

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Vydáno v:Omega (Oxford) Ročník 103; s. 102372
Hlavní autoři: Freeman, Nickolas K., Narayanan, Arunachalam, Keskin, Burcu B.
Médium: Journal Article
Jazyk:angličtina
Vydáno: Elsevier Ltd 01.09.2021
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ISSN:0305-0483, 1873-5274
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Abstract •We conduct a comprehensive investigation of downward substitution for a capacitated manufacturer subject to supply and demand uncertainty.•We identify two distinct uses of downward substitution and derive the optimality conditions for both in a single-period setting.•We conduct a numerical study that shows how the use and profitability of the identified forms of DS change in a multi-period setting and as parameters vary. We study the optimal use of downward substitution for a capacitated manufacturing firm subject to supply uncertainty. The firm may substitute units of a higher-quality component in place of the lower-quality component to mitigate the negative consequences arising from the disruption of a lower-quality component supplier. We use first-order optimality conditions to study the optimal use of downward substitution in a single-period setting and stochastic programming techniques to extend our analysis to a multi-period setting. We explicitly characterize the optimal use of downward substitution for the single-period setting. Interestingly, we identify two distinct applications of the tactic, one that increases the supply of the lower-quality product following a disruption and another that rations limited production capacity when no disruption occurs. We conduct a numerical study that investigates the use and profit impact of these two forms of downward substitution for varying problem parameters and length of the planning horizon. Our results show that both applications of downward substitution are widely applicable and investigates the impact of various factors including cost relationships, demand uncertainty, demand correlation, and the available production capacity on the usage of downward substitution and the marginal profit improvements it offers.
AbstractList •We conduct a comprehensive investigation of downward substitution for a capacitated manufacturer subject to supply and demand uncertainty.•We identify two distinct uses of downward substitution and derive the optimality conditions for both in a single-period setting.•We conduct a numerical study that shows how the use and profitability of the identified forms of DS change in a multi-period setting and as parameters vary. We study the optimal use of downward substitution for a capacitated manufacturing firm subject to supply uncertainty. The firm may substitute units of a higher-quality component in place of the lower-quality component to mitigate the negative consequences arising from the disruption of a lower-quality component supplier. We use first-order optimality conditions to study the optimal use of downward substitution in a single-period setting and stochastic programming techniques to extend our analysis to a multi-period setting. We explicitly characterize the optimal use of downward substitution for the single-period setting. Interestingly, we identify two distinct applications of the tactic, one that increases the supply of the lower-quality product following a disruption and another that rations limited production capacity when no disruption occurs. We conduct a numerical study that investigates the use and profit impact of these two forms of downward substitution for varying problem parameters and length of the planning horizon. Our results show that both applications of downward substitution are widely applicable and investigates the impact of various factors including cost relationships, demand uncertainty, demand correlation, and the available production capacity on the usage of downward substitution and the marginal profit improvements it offers.
ArticleNumber 102372
Author Freeman, Nickolas K.
Narayanan, Arunachalam
Keskin, Burcu B.
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  surname: Freeman
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  organization: Department of Information Systems, Statistics and Management Science, Box 870226, The University of Alabama, Tuscaloosa, AL 35487, USA
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  givenname: Arunachalam
  surname: Narayanan
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  givenname: Burcu B.
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  surname: Keskin
  fullname: Keskin, Burcu B.
  email: bkeskin@cba.ua.edu
  organization: Department of Information Systems, Statistics and Management Science, Box 870226, The University of Alabama, Tuscaloosa, AL 35487, USA
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Snippet •We conduct a comprehensive investigation of downward substitution for a capacitated manufacturer subject to supply and demand uncertainty.•We identify two...
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SubjectTerms Dual sourcing
Manufacturing
Product substitution
Title Optimal use of downward substitution in a manufacturing operation subject to uncertainty
URI https://dx.doi.org/10.1016/j.omega.2020.102372
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