Generating An Ordering Of Workflow Items Given A Partial Ordering And Extension Data
A method of processing items associated with a workflow includes accessing information that specifies, for each item to be processed, each of one or more primary input items required under normal conditions to produce the item. The method also includes accessing information that specifies, for at least one primary input item, an alternative input item that may replace the primary input item under alternative conditions in producing the item to be processed. The items to be processed are ordered such that: (a) each item to be processed that has one or more primary input items is placed ahead of its primary input items; and (b) each primary input item that has one or more alternative input items is placed ahead of its alternative input items provided doing so is not inconsistent with the ordering according to condition (a) and is also not inconsistent with the ordering according to condition (b).
This application is a continuation of U.S. patent application Ser. No. 09/956,439, filed on Sep. 18, 2001, entitled “GENERATING AN ORDERING OF WORKFLOW ITEMS GIVEN A PARTIAL ORDERING AND EXTENSION DATA,” which claims the benefit under 35 U.S.C. § 119(e) to U.S. Provisional Application No. 60/234,862, filed Sep. 22, 2000, and entitled “System and Method for Generating a Total Ordering of Objects from a Partial Ordering with Possibly Inconsistent Extension Data.” U.S. patent application Ser. No. 09/956,439 and U.S. Provisional Application No. 60/234,862 are assigned to the assignee of the present application. The subject matter disclosed in U.S. patent application Ser. No. 09/956,439 and U.S. Provisional Application No. 60/234,862 is hereby incorporated by reference into the present disclosure as if fully set forth herein.
TECHNICAL FIELDThis invention relates to logistics planning, and more specifically generating a total ordering of workflow items given a partial ordering and extension data.
BACKGROUNDAllocation of resources, which may include tangible resources (such as raw materials, component parts, equipment, and labor) or intangible resources (such as processing time and cost allocation), typically poses many challenges in commercial or other enterprises. Given the numerous ways in which available resources may be allocated in connection with activities of an enterprise, and the fact that resource allocation schemes may differ widely as to their efficacy (in terms of their ability to maximize output, profit, or other desired performance measures), complex systems for logistics planning have been developed. Such logistics planning systems have been advantageously used in, for example, manufacturing a product within a factory or other manufacturing environment. In considering a manufacturing process for an item, for example, it may be necessary to account for the materials, components, or other inputs that will be used in assembling, fabricating, processing, synthesizing, or otherwise producing the item. However, prior techniques have been suboptimal in that they have not typically employed intelligent methods to properly order items for consideration by an associated logistics planning system.
SUMMARYAccording to the present invention, disadvantages and problems associated with previous logistics planning techniques are reduced or eliminated.
In one embodiment of the present invention, a computer-implemented method of processing items associated with a workflow includes accessing information that specifies, for each item to be processed, one or more primary input items that may be required under normal conditions to produce the item to be processed. The method also includes accessing information that specifies, for at least one primary input item, an alternative input item that may replace the primary input item under alternative conditions in producing the item to be processed. The items to be processed are ordered such that: (a) each item to be processed that has one or more primary input items is placed ahead of its primary input items; and (b) each primary input item that has one or more alternative input items is placed ahead of its alternative input items provided doing so is not inconsistent with the ordering of items ordered according to 15 condition (a) and is also not inconsistent with the ordering of items ordered according to condition (b). The ordered items are processed according to the ordering using a software component.
In another embodiment, a computer-implemented method of processing items associated with a workflow includes accessing information that specifies, for each of a plurality of items, one or more primary input items that under normal conditions would be upstream of the item within the workflow. The method also includes accessing information that specifies, for each of one or more items within the plurality of items, one or more alternative input items that under alternative conditions would be upstream of the item within the workflow instead of corresponding primary input items, where each alternative input item corresponds to one or more primary input items. An ordered list of the items is generated such that: (a) each item having one or more upstream primary input items is placed ahead of these primary input items; and (b) each primary input item corresponding to one or more alternative input items is placed ahead of these corresponding alternative input items provided doing so is not inconsistent with the ordering of items ordered according to condition (a) and is also not inconsistent with the ordering of items ordered according to condition (b). The items are processed according to the ordered list using a software component.
Particular embodiments of the present invention may provide one or more technical advantages. The present invention generates an ordering of items, which may be a total ordering, given a partial ordering of the items and extension data reflecting one or more extensions to the partial ordering. For example, the present invention may be used to sort items in a factory or other manufacturing environment such that (1) input items used to produce another item are placed behind that item in an ordered list of items and, at the same time, (2) any alternates to a primary item are placed behind the primary item in the ordered list where possible. Since the second criterion may contradict the first criterion in some cases, and may contradict itself in some cases, providing an efficient technique that uses the second criterion for the sort only when it is appropriate to do so may provide an important technical advantage in certain embodiments. In a particular embodiment in which items are associated with a manufacturing process, the generated ordering of items may be used in determining a total demand for an item considering demands for all other items to which the item is a direct or indirect input, which may allow for more efficient resource allocation, planning, scheduling, or other appropriate tasks. The present invention may allow a planning, scheduling, or other logistics system to loop through a list of all relevant items such that an item is considered before any of its input items and, to the extent possible consistent with this goal, such that a primary item is considered before one or more alternates of the primary item. One or more other technical advantages may be apparent to those skilled in the art from the figures, descriptions, and claims included herein.
To provide a more complete understanding of the present invention and the features and advantages thereof, references is made to the following description taken in conjunction with the accompanying drawings, in which:
In manufacturing environments, it may be desirable to reduce the complexity and number of calculations involved in determining demand or other values for items associated with a manufacturing process. Such items might include raw materials, component parts, assemblies, finished products, or any other suitable items. While items are primarily described as being physical things, or representations of physical things in a computer data structure, the present invention contemplates items being any appropriate tangible or intangible things, such as mere items of information. In some manufacturing environments, such as those involving lot sizing, consolidation, usage of primary versus alternate items, or other constraints, calculations are often simplified if the total demand or other value of interest for a particular item is known before attempting to determine how and in what quantities the particular item will be produced. To this end, it may be desirable to know the complete set of demands or other values of interest for all other items directly or indirectly produced using the particular item before planning the manufacture of the particular item. Intelligently ordering items for consideration by a suitable planning, scheduling, or other logistics system may help accomplish this goal. Those skilled in the art will appreciate that, although ordering of items in a manufacturing environment is primarily described, particularly for purposes of demand planning, the present invention encompasses the ordering or any suitable workflow items for any appropriate purpose. The present invention may be implemented in a system incorporating one or more processors, memory, and other resources associated with one or more computers.
As discussed above, computing efficiency may be enhanced where the total demand for an item is known before computation is attempted. To illustrate this, consider an example situation in which a factory must fill three separate customer orders, each customer order requiring ten units of some item A. In this example, the factory consolidates its manufacturing orders and will create as few manufacturing orders as possible to produce the thirty total units of item A that are needed to satisfy the three customer orders. This would mean producing all thirty units of item A in one manufacturing order. However, further assume in this example that lot sizing restrictions are imposed by the equipment used to build item A and require that each manufacturing order be for no less than fifteen units and no more than twenty-five units. Therefore, the thirty units of item A will need to be produced in at least two (and possibly more) manufacturing orders.
Processing the customer orders one at a time using a factory planning system might involve first creating a manufacturing order for ten units of item A to fill the first customer order. To fill the second customer order, the existing manufacturing order might be enlarged to account for the twenty total units of item A needed for the first and second customer orders. To fill the third customer order, however, several possibilities might exist depending on the sophistication of the planning system. The existing manufacturing order might be enlarged to twenty-five units, the maximum under the example lot-sizing restriction, and a new manufacturing order created for the minimum fifteen units, producing ten units more than necessary. The existing manufacturing order might be left at twenty units, and a new manufacturing order created for the minimum fifteen units, producing five more units than necessary. Or, to achieve the least wasteful overall plan, the existing manufacturing order might be reduced to fifteen units and a new manufacturing order created for the remaining fifteen units.
With any of these options, valuable time and computing resources may be wasted if each step involves recomputing the total demand for item A and reserving the items used in producing item A, the items used in producing these items, and so on upstream. On the other hand, if it is known at the outset that the total demand for item A is thirty units, two manufacturing orders may be created at the outset. As this simple example illustrates, valuable time and computing resources may be saved by knowing which downstream demands require item A as input and modeling those demands to arrive at the total demand for item A before modeling the manufacturing orders that will produce item A. Downstream demands for an item A may include customer orders, manufacturing operations associated with the production of another item, or any other suitable demands.
Given a set of items, a partial ordering of the items provides original ordering information specifying that for any two distinct items A and B in the partial ordering: (1) A occurs before B, (2) B occurs before A, or (3) A is unrelated to B. An extension of a partial ordering specifies additional ordering information that supplements the original ordering information in the partial ordering, indicating that some first item is earlier than (referred to where appropriate as being “less than” or “downstream of”) some second item within a final sorted list of items where the original ordering information in the partial ordering might not have indicated this, thereby leaving the first item and the second item non-comparable with respect to ordering. As an example, a finished assembly A may require component parts B and C, but if a shortage of part C occurs, then part D may be used in place of part C. In this example, a partial ordering would specify parts B, C, and D all being later than (referred to where appropriate as being “greater than” or “upstream of”) part A in a final sorted list of items. An extension to the partial ordering may specify part D being later in the final sorted list than part C, such that an associated logistics planning system may check for shortages of part C before processing part D. The extension formalizes the logic that even though part C and part D may be non-comparable with respect to ordering under the partial ordering, a certain ordering between them is desirable when the partial ordering is supplemented through the extension. The additional ordering information in the extension may in particular cases be contradictory to the original ordering information in the partial ordering or even self-contradictory {e.g., part D may be an alternate for part C under a certain set of conditions, while part C may be an alternate for part D under another set of conditions). The present invention contemplates an extension providing any appropriate additional ordering information to supplement the original ordering information in a partial ordering.
Given a set of items, a total ordering of the items specifies that for any two distinct items A and B in the total ordering: (1) A occurs before B or (2) B occurs before A (but not both), and therefore provides a final sorted list of items such as that described above with reference to partial orderings. In one embodiment, a total ordering specifies the order in which the items are processed (e.g., at an appropriate logistics planning system) such that the demand or other value of interest for each particular item is known at the time the particular item is processed. A total ordering of items may be generated according to the present invention given a partial ordering of the items and extension data that reflects one or more extensions to the partial ordering. An applicable logistics planning system will preferably account for both the partial ordering and the one or more extensions, as reflected in a total ordering, in performing its tasks.
In one embodiment, the present invention provides a technique for ordering items used within a workflow by obtaining information regarding the relative order of items and arranging these items such that they conform to the obtained information. As an example, the present invention may arrange items to facilitate more efficient calculation of the demand for each item, which is dependent on the demand for all items to which the considered item is an input. In logistics planning to facilitate the use of items within a factory or other workflow environment, it may be desirable to sort the items such that each output item of a workflow operation is placed before the one or more input items of the workflow operation. Pursuant to this ordering, one or more items at the front of a sorted list, for which demands are known, are analyzed first. Analysis then proceeds to subsequent items on the list, which are inputs to the previously listed items and for which demands will depend on the demands for the previously items to which the subsequently listed items are inputs. This ordering is preferably consistent with any extensions. In one embodiment, an ordering of items generated according to the present invention allows for more efficient calculation of demands or other values of interest for workflow items than has been possible using previous techniques.
Typically, production requirements are specified in routings concerning the inputs and outputs for a particular item. For example, a routing might be expressed as, “To produce one unit of assembly A using routing R1, two units of part B and three units of part C are needed.” In this example, assembly A is considered to be “downstream” of parts B and C, because a manufacturing process is often thought of as a flow of items from the most “upstream” raw materials or component parts to the most downstream assemblies or finished products. To more efficiently calculate the demand or other value of interest for all the items in the process, the above items should be ordered such that assembly A is considered before parts B and C. Thus, in one embodiment, according to a “First Rule,” an item downstream from another item in the workflow is placed earlier in the ordering than the other item.
The present invention preferably takes into account that there may be more than one way to produce assembly A, for example, if shortages of either part B or of part C occur. Assume routing R1 (described above) is the preferred mode for making assembly A. There may exist a routing R2 included in an extension that states, “To produce one unit of assembly A, a unit of part D may be used in place of a unit of part B if there is a shortage of part B.” There may also exist a routing R3 included in another extension that states, “To produce one unit of assembly A, a unit of part E may be used in place of a unit of part C if there is a shortage of part C.” To more efficiently calculate the demands or other values of interest for all the items in the process, according to the First Rule described above, assembly A is placed before parts B and C and also before parts D and E in the total ordering. Parts B and C are placed before parts D and E in the total ordering since demand or other calculations for parts B and C should proceed those for parts D and E; only if the quantities of parts B and/or C are insufficient to meet the demand for assembly A will additional demands for parts D and E (demands resulting from shortages of parts Band/or C) be calculated. Thus, in one embodiment, according to a “Second Rule,” alternate parts (e.g., parts D and E) are placed in the total ordering behind the primary parts (e.g., parts B and C) they would replace.
In one embodiment, the present invention associates with each item two lists. The first of these lists is referred to as “d” for convenience and is denoted “d(G)” for an item G. This first list will eventually be filled with all items that are downstream of (i.e. directly or indirectly produced using) item G according to the partial ordering. Taking a simple example, if an item X is to be produced using a primary item P, and the primary item P has an alternative item A, then the first list for item P will include item X and the first list for item A will similarly include item X. The second list is referred to as “p” for convenience and is denoted “p(G)” for item G. This second list will eventually contain all items not in d(G) that one or more extensions would place downstream of item G. For the same example, where item X is to be produced using primary item P, and primary item P has an alternative item A, then the second list for item P will be empty (assuming in this example that item P is not an alternative item for some other primary item Q under a different routing). The second list for item A will include item P, all the items in the first list of item P, and all the items in the second list of item P, excluding any items already in the first list of item A.
In creating a total ordering of workflow items G, the number of items in the p and d lists of each item G are determined and summed. The items G are then sorted such that the item G with the lowest sum, for example, a finished assembly that is not upstream of any other items G, is placed at the front of the total ordering. Remaining items G are ordered such that each item G is placed in front of any items having higher sums. This implements the First and Second Rules described above, with downstream items G being placed towards the front and alternative items G being placed behind their primary items. In one embodiment, the order among any items G with equivalent sums does not matter.
Thus, given a set of items, a partial ordering of the items, and extension data that specifies one or more extensions to the partial ordering, the present invention generates an ordering of the items that extends the partial ordering while satisfying both the partial ordering and the extensions, provided the extensions do not contradict the partial ordering and are also not self-contradictory. Stated another way, the total ordering preserves the partial ordering and incorporates that portion of the extension data that is consistent with the partial ordering and self-consistent. The generated ordering may be a total ordering as defined above. In alternative embodiments, the present invention may generate an ordering that extends the partial ordering but is not considered a total ordering. For example, within a distributed or other multi-processor computing environment, it might be desirable to search for items that remain non-comparable under a partial ordering and after factoring in appropriate extension data, and then to process these non-comparable items substantially simultaneously using multiple processors (each of the non-comparable items being processed by a different processor).
In the description that follows, the current item will be referred to as “U” because it will generally be upstream of the other items being discussed. U may be used as a loop variable or recursive variable, as will be made clear in each step of the process described below. It is also assumed that one reasonably skilled in the art could use flags for such standard purposes as preventing an item from having the same step performed on it multiple times, preventing lists from being searched unnecessarily, and preventing other unnecessary operations. Such techniques are well known and would only serve to obscure the essence of the present invention if included in the description that follows. Therefore, they are omitted.
When all the items within the partial ordering data have been considered at step 20, the process proceeds to steps 24 and 26, which collectively illustrate that for each item U to be ordered, a loop is performed through the data containing one or more extensions to the partial ordering until all items in the extensions have been considered. If an item D encountered should be placed immediately ahead of item U according to the extension data, and item D is not the same as item U, then the item D is added to p(U) at step 26. As just an example, assume that an extension stated that bolt Ub could replace the metal pin in the hinge assembly described above where a shortage of the metal pin exists. In this example, steps 24 and 26 would place the metal pin (though not the hinge assembly) into p(Ub). The loops through the partial ordering data (steps 20 and 22) and the extension data (steps 24 and 26) may occur concurrently or in any suitable order. When all the items in the extension data have been considered at step 26, the initialization phase is complete. At the end of the initialization phase, for all items U, item U is neither a member of d(U) nor of p(U).
To further illustrate the recursive nature of the DTC sub-process, assume for example that item A is made from item B, item B is made from item C, item C is made from item D, and item D is made from item U. After initialization (
The DTC sub-process considers each item D that is immediately downstream of item U. Step 46 ensures that d(D) contains not only the items that are immediately downstream of item D, but all items that are downstream of item D. Step 48 adds to d(U) all those items downstream of D (i.e. the contents of d(D)) to d(U). Since within the loop of
Although example embodiments of the present invention have been described, a plurality of changes, substitutions, variations, alterations, and modifications may be suggested to one skilled in the art, and it is intended that the invention encompass all such changes, substitutions, variations, alterations, and modifications as fall within the spirit and scope of the appended claims.
Claims
1. A method of processing items associated with a workflow, comprising:
- accessing by a computer, partial ordering data that specifies, for each item to be processed, one or more primary input items that is required under normal conditions to produce the item to be processed;
- accessing by the computer, extension data comprising one or more alternative input items to replace the one or more primary input items when there is insufficient quantity of the one or more primary input items to meet a demand in producing the item to be processed, the extension data specifies one or more extensions to the partial ordering data;
- generating by the computer, an ordering of the items to be processed such that: (a) each item to be processed that has one or more primary input items is placed ahead of its primary input items; and (b) each primary input item that has one or more alternative input items is placed ahead of its alternative input items provided doing so is not inconsistent with the ordering of items ordered according to condition (a); and
- processing by the computer, the ordered items according to the ordering.
2. The method of claim 1, wherein processing an ordered item comprises determining a workflow value for the item.
3. The method of claim 1, wherein the items comprise tangible items associated with a manufacturing process, processing an ordered item comprises determining a demand value for the item, and processing an ordered items according to the ordering.
4. The method of claim 1, wherein the extension data further specifies which input items are primary input items to the item they produce.
5. The method of claim 1, further comprising:
- generating by the computer, a first list for each item to be processed, the first list for each item comprising all items that are expected to be produced using each item, whether directly or indirectly, under normal conditions according to the partial ordering data; and
- generating by the computer, a second list for each item to be processed, the second list for each item comprising all items to be produced using each item, whether directly or indirectly, when there is insufficient quantity of the one or more primary input items to meet the demand in producing the item to be processed according to the extension data.
6. The method of claim 5, further comprising:
- for each item to be processed, determining by the computer, the number of items contained in the corresponding first list;
- for each item to be processed, determining by the computer, the number of items contained in the corresponding second list;
- for each item to be processed, summing by the computer, the numbers of items contained in the corresponding first and second lists; and
- in ordering the items, sorting by the computer, the items to be processed such that each item is placed ahead of any items having higher sums.
7. A system of processing items associated with a workflow, the system comprising one or more computers each comprising a memory and a processor, the one or more computers is configured to:
- access partial ordering data that specifies, for each item to be processed, one or more primary input items that is required under normal conditions to produce the item to be processed;
- access extension data comprising one or more alternative input items to replace the one or more primary input items when there is insufficient quantity of the one or more primary input items to meet a demand in producing the item to be processed, the extension data specifies one or more extensions to the partial ordering data;
- generate an ordering of the items to be processed such that: (a) each item to be processed that has one or more primary input items is placed ahead of its primary input items; and (b) each primary input item that has one or more alternative input items is placed ahead of its alternative input items provided doing so is not inconsistent with the ordering of items ordered according to condition (a); and
- process the ordered items according to the ordering.
8. The system of claim 7, wherein processing an ordered item comprises determining a workflow value for the item.
9. The system of claim 7, wherein the items comprise tangible items associated with a manufacturing process and processing an ordered item comprises determining a demand value for the item.
10. The system of claim 7, wherein the extension data further specifies which input items are primary input items to the item they produce.
11. The system of claim 7, wherein the one or more computers is further configured to:
- generate a first list for each item to be processed, the first list for each item comprising all items that are expected to be produced using each item, whether directly or indirectly, under normal conditions according to the partial ordering data; and
- generate a second list for each item to be processed, the second list for each item comprising all items that would be expected to be produced using each item, whether directly or indirectly, when there is insufficient quantity of the one or more primary input items to meet the demand in producing the item to be processed according to the extension data.
12. The system of claim 11, wherein the one or more computers is further configured to:
- for each item to be processed, determine the number of items contained in the corresponding first list;
- for each item to be processed, determine the number of items contained in the corresponding second list;
- for each item to be processed, sum the numbers of items contained in the corresponding first and second lists; and
- in ordering the items, sort the items to be processed such that each item is placed ahead of any items having higher sums.
13. A non-transitory computer-readable media embodied with software that processes items associated with a workflow, the software when executed by one or more computers is configured to:
- access partial ordering data that specifies, for each item to be processed, one or more primary input items that is required under normal conditions to produce the item to be processed;
- access extension data comprising one or more alternative input items to replace the one or more primary input items when there is insufficient quantity of the one or more primary input items to meet a demand in producing the item to be processed, the extension data specifies one or more extensions to the partial ordering data;
- generate an ordering of the items to be processed such that: (a) each item to be processed that has one or more primary input items is placed ahead of its primary input items; and (b) each primary input item that has one or more alternative input items is placed ahead of its alternative input items provided doing so is not inconsistent with the ordering of items ordered according to condition (a); and
- process the ordered items according to the ordering.
14. The non-transitory computer-readable media of claim 13, wherein processing an ordered item comprises determining a workflow value for the item.
15. The non-transitory computer-readable media of claim 13, wherein the items comprise tangible items associated with a manufacturing process and processing an ordered item comprises determining a demand value for the item.
16. The non-transitory computer-readable media of claim 13, wherein the extension data further specifies which input items are primary input items to the item they produce.
17. The non-transitory computer-readable media of claim 13, further configured to:
- generate a first list for each item to be processed, the first list for each item comprising all items that are expected to be produced using each item, whether directly or indirectly, under normal conditions according to the partial ordering data; and
- generate a second list for each item to be processed, the second list for each item comprising all items that would be expected to be produced using each item, whether directly or indirectly, when there is insufficient quantity of the one or more primary input items to meet the demand in producing the item to be processed according to the extension data.
18. The non-transitory computer-readable media of claim 13, further configured to:
- for each item to be processed, determine the number of items contained in the corresponding first list;
- for each item to be processed, determine the number of items contained in the corresponding second list;
- for each item to be processed, sum the numbers of items contained in the corresponding first and second lists; and
- in ordering the items, sort the items to be processed such that each item is placed ahead of any items having higher sums.
Type: Application
Filed: Mar 29, 2018
Publication Date: Aug 2, 2018
Inventors: Garr S. Lystad (Denton, TX), Lori W. Debetaz (Plano, TX)
Application Number: 15/940,615