| STEP |
WHO |
WHEN |
INFO TO USE |
WHAT TO DO |
RESULTS |
| 1 |
Anyone |
- Upon receiving customer purchase order for forgings
|
Customer purchase
order |
Forward details of PO to
Customer Service Representative. |
PO forwarded to Customer Service Representative |
| 2 |
Customer Service Representative |
Upon receiving customer purchase
order for forgings |
Customer PO details |
Enter PO details in M2M Sales
Order; if Credit Warning appears notify Accounting Manager of this
customer's attempt to enter a new purchase order and place sales order in
HOLD status pending resolution by Accounting Manager. |
Accounting Manager
notified that customer with unacceptable credit problem is attempting to
place an order; order placed on HOLD |
| 3 |
Accounting Manager |
Upon notification
that customer with unacceptable credit is
attempting to place order |
Credit standing in Customer Master in M2M;
customer's payment history; own knowledge |
Contact customer and
negotiate satisfactory payment arrangements in order to allow the entry of newly received
purchase order; if this cannot be accomplished, inform customer that their order will NOT
be accepted; confirm to customer in writing if feel appropriate; inform Customer Service Representative (e-mail or verbal) to either proceed with or cease order entry. |
Collection and/or
control of delinquent accounts assured |
| 4 |
Customer Service Representative |
Upon receiving
customer purchase order for forgings (and after steps 2 and 3 have been resolved, if
necessary) |
Customer
PO; Item Master |
Check PO to see if
all questions are answered to enter a sales order
(specific part number, price, material, machining requirements,
ship-to-address); if not clear, call customer; verify part number,
price (per order quantity), grade & size, and print revision and Customer
Print Revision. If any information on customer PO does not match
information in computer, notify customer; if price is incorrect ask for
corrected PO; ask for copy of latest revision of Customer Specification if
die has not run in 5 years or more e-mail Engineer assigned to customer
to review tooling and prints; (see TOP-TPSMM
then change Jobs info to reflect correct Process Plan); forward PO to Sales Operations Manager if legal
statements or terms on Customer's PO have changed. |
PO Reviewed, verified, and updated; Print Revision Review form
started and sent to Engineer assigned to customer
along with an email for review of tooling
and prints; Spec Revision Review form
started and sent to QA Manager for review; PO to
Sales Operations Manager if legal statements or terms on Customer's
PO have changed |
| 5 |
Engineer
assigned to customer; Engineering Assistant |
Upon
receiving Print Revision Review file (Goldenrod) |
Print
Revision Review file (Goldenrod) and any associated print; Engineering files |
Review indicated
print revision to determine degree of change; if no previous customer
print on file, compare to Engineering file; describe degree of change on
Print Revision Review; if change does not affect our process, update print
revision in engineering prints on the computer, return Goldenrod with appropriate notes to Sales
Operations Manager via Customer Service Rep; if a die change or quote is indicated on the
Goldenrod, Sales Operations Manager is notified
of re-quote needed. |
Print
change reviewed; print revision updated if needed;
quote requested if needed |
| 6 |
Sales
Operations Manager |
Upon
receiving Goldenrod |
Goldenrod |
If a die change or quote is indicated, determine form VP-Sales what route to
follow (typically TOP-QUOTE or TOP-DCORD); forward
Goldenrod to Engineering Assistant. |
Quote
or Die Order procedure executed as needed; Goldenrod
forwarded to Engineering Assistant |
| 7 |
Engineering Assistant |
Upon
receiving Goldenrod |
Goldenrod |
File Goldenrod in computer program under Engineering. |
Goldenrod filed |
| 8 |
QA Manager |
Upon receiving Spec Revision
Review Form |
Spec
Revision Review form and Customer Specification |
Review indicated
Customer Specification revision to determine degree of change; describe degree of
change on Spec Revision Review; if change does not affect our process,
update affected Spec ID on the computer;
return to customer Service Rep via Sales
Operations Manager. |
Customer
Specification
change reviewed; Spec ID updated if needed |
| 9 |
Customer Service Representative |
Upon receiving
updated Spec Revision Review form |
Spec
Revision Review form |
If
quote is indicated, determine from Sales Operations
Manager what route to follow (typically
TOP-QUOTE) route Spec Revision Review form with documents of such
procedure as needed; when resolved, send updated Spec Revision Review form to QA
Manager. |
Quote
or appropriate procedure executed as needed; updated Spec Revision Review form
forwarded to QA Manager |
| 10 |
QA
Manager |
Upon receiving
updated Spec Revision Review |
Spec Revision
Review |
File updated Spec
Revision Review online in Customer Specifications. |
Updated Spec
Revision Review filed online in Customer Specifications |
| 11 |
Sales Operations
Manager |
Upon receiving
email for request for price break/update |
Email request |
Quote
price for quantity requested; send to Customer Service Representative. |
Price update |
| 12 |
Sales Operations
Manager |
Upon
receiving Customer Purchase Order; notes from Customer Service Representative |
Customer Purchase
Order |
Review
terms and legal statements on Customer Purchase Order; if approved sign or
initial and date the Purchase Order; notify Customer Service Representative. |
Terms
and contract approved or noted; Purchase Order returned to Customer Service Representative |
| 13 |
Customer Service Representative |
Upon
receiving Purchase Order |
Purchase Order; any notes of corrections needed |
Inform
customer of corrections needed; request corrected PO or confirming
email; send any discrepancy to customer in writing; put order on hold. |
Price updated on PO;
order put on hold |
| 14 |
Customer Service Representative |
Upon
receipt of completed Purchase Order folder |
Purchase Order folder |
Verify
Purchase Order has been
signed off properly; file in PO folders. |
PO folders checked and filed |
| 15 |
Customer Service Representative |
Upon receiving
confirming Purchase Order or change of Purchase Order |
Confirming or
change Purchase Order; Jobs Info; Purchase Order Folder |
Verify all information between
confirming / change PO and Jobs Info; change Jobs Info as needed and mark
on order; add confirming or change order to PO folder; when applicable,
forward information to Machining. |
Customer PO folder and Jobs Info
updated with confirming or change PO; Machining
Department
notified |
