Page Comparison

It is important to have an understanding of each users role.

Function (Story)	W.I. Contact	Responsible	Accountable	Consulted	Informed
Transfer sold jobs from Dash to Epicor	Lisa	RBU Plan Engineer
Transfer sold jobs from Dash to Epicor QA	Lisa	RBU Plan Engineer
Receive transfer orders and purchase orders from Epicor. Job Tracker – load planning, ensure CAD, contracts, etc. Documentation timing TBD.	Murry	XMC Customer Service Liaison

access

Access the job in Epicor to pull the necessary information .dash and the engineering documentation. CADPro to WoodCADcam optimize through Cutright

Murry

Pre-Production Engineer XMC

receive

Receive and review purchase suggestions from Epicor (MRP)

Murry

RBU Purchaser & XMX Purchaser

inventory

Inventory management/procurement	Murry	RBU Purchaser & XMX Purchaser
Perform issuing and backflushing of material and labor per job	Gary	XMC Logistics Coordinator
Input all logistics tracking information for jobs	Gary	XMC Logistics Coordinator
receive all third-party purchases and XMC manufactured material	Murry, Lyle	RBU Logistics Coordinator
Blackflush labor and material for each job	LISA	RBU Scheduler
Gross Margin Reviews per job	LISA	RBU Install Manager
Receive initial deposit and post to cash receipts	Heidi or Tom	A/R Specialist
Generate final payment for each job – post install	Heidi or Tom	A/R Specialist
Manage payment of all Purchase Orders	Heidi or Tom	A/R Specialist
Vendor Management	Murry	Purchasing Manager
Consolidate Purchasing	Murry	Purchasing Manager
Run Gross Margin Report per part	Jordan	Financial Analyst
Maintain Item Master, MOM subassembly	Jordan	Product Management Specialist
Review Gross Manager reports for XMC jobs	Gary	XMC Plant Manager
Review Gross Manager reports for RBU jobs	Janet	RBU GM

...

Versions Compared