This information needs to be reviewed by team leads.
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 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 | RBU GM |