Abstract Tactical Sales and Operations Planning (S&OP) has emerged as an extension of the aggregate production planning, integrating mid-term decisions from procurement, production, distribution, and sales in a single plan. Despite the growing interest in the subject, past synthesizing research has focused more on the qualitative and procedural aspects of the topic rather than on modeling approaches to the problem. This paper conducts a review of the existing decision-making, i.e., optimization, models supporting S&OP. A holistic framework comprising the decisions involved in this planning activity is presented. The reviewed literature is arranged within the framework and grouped around different streams of literature which have been extending the aggregate production planning. Afterwards, the papers are classified according to the modeling approaches employed by past researchers. Finally, based on the characterization of the level of integration of different business functions provided by existing models, the review demonstrates that there are no synthesizing models characterizing the overall S&OP problem and that, even in the more comprehensive approaches, there is potential to include additional decisions that would be the basis for more sophisticated and proactive S&OP programs. We do expect this paper contributes to set the ground for more oriented and structured research in the field.

中文翻译：

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战术销售和运营规划：决策模型的整体框架和文献综述

摘要 战术销售和运营计划 (S&OP) 已成为总体生产计划的延伸，将采购、生产、分销和销售的中期决策集成在一个计划中。尽管对该主题的兴趣越来越大，但过去的综合研究更侧重于该主题的定性和程序方面，而不是问题的建模方法。本文回顾了现有的决策，即支持 S&OP 的优化模型。提出了一个包含参与该规划活动的决策的整体框架。审查的文献被安排在框架内，并围绕不同的文献流进行分组，这些文献流已经扩展了总体生产计划。然后，这些论文根据过去研究人员采用的建模方法进行分类。最后，根据现有模型提供的不同业务功能的集成水平的特征，审查表明没有综合模型来表征整体 S&OP 问题，即使在更全面的方法中，也有可能包括额外的决策将成为更复杂和主动的 S&OP 计划的基础。我们确实希望本文有助于为该领域更有针对性和结构化的研究奠定基础。审查表明，没有综合模型来表征整体 S&OP 问题，即使在更全面的方法中，也有可能包括额外的决策，这些决策将作为更复杂和主动的 S&OP 计划的基础。我们确实希望本文有助于为该领域更有针对性和结构化的研究奠定基础。审查表明，没有综合模型来表征整体 S&OP 问题，即使在更全面的方法中，也有可能包括额外的决策，这些决策将作为更复杂和主动的 S&OP 计划的基础。我们确实希望本文有助于为该领域更有针对性和结构化的研究奠定基础。