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It is important to have an understanding of each users role.
| 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 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 and review purchase suggestions from Epicor (MRP) |
Murry | | RBU Purchaser & XMX Purchaser | | | |
| 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