This information needs to be reviewed by team leads.
It is important to have an understanding of each users role.
...
| Function (Story) | Responsible | Accountable | Consulted | Informed |
| Transfer sold jobs from Dash to Epicor | RBU Plan Engineer |
...
- RACI - responsible, accountable, consulted and informed
i. R
ii. A
iii. C
iv. I
- Story – QA
i. TBD - LISA
- RACI - responsible, accountable, consulted and informed
i. R
ii. A
iii. C
iv. I
...
| Transfer sold jobs from Dash to Epicor QA | RBU Plan Engineer | |||
| Receive transfer orders and purchase orders from Epicor |
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| . |
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| Job Tracker – load planning, ensure CAD, contracts, etc. Documentation timing TBD. |
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| XMC Customer Service Liaison | |||
| Access the job in Epicor to pull the necessary information .dash and the engineering documentation |
...
| . |
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| CADPro to WoodCADcam optimize through Cutright |
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| Pre-Production Engineer XMC | ||||
| Receive and review purchase suggestions from Epicor (MRP) |
i. Talk to Murry
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| RBU Purchaser & XMX Purchaser | |||
| Inventory management/procurement |
...
i. Talk to Murry
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| RBU Purchaser & XMX Purchaser | ||||
| Perform issuing and backflushing of material and labor per job |
...
i. Talk to Gary
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| XMC Logistics Coordinator | ||||
| Input all logistics tracking information for jobs |
i. Talk to Gary
| XMC Logistics Coordinator |
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| receive all third-party purchases and XMC manufactured material |
...
i. Talk to Murry (maybe Lisa) Lyle, Mary Scott, Andrew, (AK to reach out to him and get his ideas on best practices). Schedule a call with him and Michael.
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| RBU Logistics Coordinator | ||||
| Blackflush labor and material for each job |
i. TBD - LISA
- RACI - responsible, accountable, consulted and informed
i. R
ii. A
iii. C
iv. I
...
| RBU Scheduler | |||
| Gross Margin Reviews per job |
i. Talk to Lisa – maybe Lisa? At the very end.
- RACI - responsible, accountable, consulted and informed
i. R
ii. A
iii. C
iv. I
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| RBU Install Manager | |||
| Receive initial deposit and post to cash receipts |
...
i. Talk to Heidi or Tom
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| A/R Specialist | ||||
| Generate final payment for each job – post install |
i. Talk to Heidi or Tom
| A/ |
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| R Specialist | |||
| Manage payment of all Purchase Orders |
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| A/R Specialist | |||
| Vendor Management | Purchasing Manager |
...
- Story – Vendor Management
i. Murry Pulling reports.
- Story – Consolidate Purchasing
i. Murry Ask Michael – is this buyer step. Epicor – multiple site buying. Yes. Could be very straight-forward.
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| Consolidate Purchasing | Purchasing Manager | |||
| Run Gross Margin Report per |
...
i. R
ii. A
iii. C
iv. I
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| part | Financial Analyst | |||
| Maintain Item Master, MOM subassembly |
i. Jordan
- RACI - responsible, accountable, consulted and informed
i. R
ii. A
iii. C
iv. I
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| Product Management Specialist | |||
| Review Gross Manager reports for XMC jobs |
i. Gary
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| XMC Plant Manager | |||
| Review Gross Manager reports for RBU jobs |
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| RBU GM |