Course Description

This course addresses the fundamental principles and practices of Operations and Supply Chain, business processes, and systems. Major topics covered in this course include, Demand Management, Sales and Operations Planning, Master Production Scheduling, Material Planning (MRP), Capacity Planning, Inventory Management and Control, Production Planning and Control, Purchasing, and Lean Management practices. Participants will be introduced to accepted APICS Body of Knowledge concepts and terminology. While this class is not designed as an APICS Certification preparation course, it provides a strong foundation for students to prepare for the two-part CPIM Certification.


The course is developed for Operations and Supply Chain professionals and practitioners who want to gain practical knowledge and skills that can immediately be applied on the job and prepare them for additional professional development and certification. Planners, Buyers, Master Schedulers, Demand Planners, Production Planners, Material Planners, Production and Inventory Control Coordinators, Cost Accountants, Quality Control Personnel, and others
who are involved in the day-to-day activities of operations and supply chain management can benefit from this course.


None. It is strongly recommended that students have some experience or knowledge in the field of supply chain and operations management activities such as Production and Inventory Control, Purchasing, Demand Management, Sales and Operations Planning, Master Production Scheduling, Material Planning (MRP), Capacity Planning, Lean, etc.


Demand Management Principles and Practices (POP-4)

  • Forecast Performance / Error
  • MAD and Standard Deviation
  • Customer Relationship Management CRM

Fundamentals of Sales and Operations Plan (POP-5)

  • S&OP Process
  • MTS vs. MTO Planning (Inventory vs. Backlog)
  • S&OP Policy and Procedures

Master Scheduling Foundations (POP-8)

  • Relationship of MPS with S&OP Planning
  • Master Scheduling Mechanics
  • Available to Promise ATP

Basics of Material Planning (PMM-4)

  • Dependent and Independent Demand
  • MRP Inputs and Outputs
  • MRP Mechanics

Capacity Planning and Management (PMM-7)

  • Relationship Between Priority and Capacity Planning
  • Capacity Requirements Planning CRP
  • Managing Over / Underloads

Fundamentals of Inventory Management (PIM-2)

  • Inventory Management Objectives and Strategy
  • Function and Purpose of Inventory
  • Inventory Trade-off Decisions

Fundamentals of Purchasing (PIM-8)

  • Purchasing Function and Its Relationship to the Rest of the Organization
  • Activities and Responsibilities of Purchasing
  • Buyer/Planner Concept/Role

Introduction to Distribution & Logistics (PDL-2)

  • Supply and Distribution Channel Structure
  • Distribution Function Roles and Activities
  • Logistics Strategy

Lean Production Management (PMM-10)

  • Lean Concepts
  • Lean Plant Layout and Scheduling (Pull vs. Push)
  • Lean Tools and Techniques

Process Improvement and Performance (PMO-9)

  • Process Improvement Methods and Tools
  • Six Sigma Quality
  • Balanced Scorecard


At the conclusion of the course, the participants will be able to:

  • Explain fundamental concepts related to Operations and Supply Chain Management.
  • Be familiar with the terminology of Operations and Supply Chain Management.
  • Complete simple exercises demonstrating their understanding of the subject matter.
  • Apply the skills and practices learned at the job and at their companies.
  • Develop the foundation for taking the APICS exams.


This class is 40 hours of classroom time taken in 2-hour sessions, twice a week, over a period of 10 weeks.