Order Life Cycle

This needs to be re-reviewed and confirmed by team leads. 

 Franchise Interface

1. Create a contact in Dashboard for design consultation – CL
2. Create a job in Dashboard after consultation –   Designer?
3. Once job is sold, populate invoice and collect payment – Designer
4. If required, a complexity meeting will take place – Production Manager
5. Once complexity review completed, job will be uploaded to Epicor from Dashboard –Purchasing Manager

XMC Interface

1. XMC will be alerted that notice of a job is ready – need info on this. Report?
2. Production Manager Job is reviewed by XMC for manufacturing and “Third Party Parts”
3. Plan Engineer responsible for reviewing the job for accuracy in CADPro Not in Epicor
4. Plan Engineer imports Converted .CSC file into Wood CAD Cam by way of the "organizer" Not in Epicor
5. Plan Engineer Optimize and Batch Cut using Wood CAD CAM and WoodFactory (Currently Cutrite) Not in Epicor
6. Manufacturing Team cuts, edgeband, CNC and VB board Not in Epicor – Move?
7. Status is received JOB Complete Ready to Ship
8. Logistics information is input into Epicor and shipment is scheduled
9. RBU Business Process Install Phase What exactly does this mean? Is this basically scheduling?
10. Buyer SO is received This is unclear since SO should be issued before manufactured, also is there an acknowledgement
11. PO Suggestions are made from Epicor to Buyer Is this assuming there is an MRP function? Wouldn’t this be earlier in the process?
12. PO for Special orders are sent Wouldn’t this happen at the time of the start of the process?
13. All Special Orders, and Manufactured parts received at WMC
14. Job (Epicor Project is Kit Together)
15. Job kit is transferred to RBU
16. From fulfillment Business Unit – Drawer Assembly, Hanger Lengths and stocked items request is received