CALIFORNIA CLOSETS

Operational SOP Review

RBU Implementation

Create Customer

Sales Management>Order Management>Setup>Customer

• Create Customer Header

• Create Customer Ship To

• Add customer billing tab info

• Remove customer from credit hold

Create New Part Master Item

Production Management>Engineering>Setup>Part

• Document business process and/or 3CN process to be followed.

• Who owns the decision to add a new part, product or purchasing?

Create Quote

Sales Management>Quote Management>General Operations>Opportunity/Quote Entry

• This should be an automated process but needs documentation for manual creation.

• Re-open quote

• Service Ticket

• Change Order

• Add-On

• Invoice Only

• Delete Quote

• Order Job Wizard to create sales order and RBU job

• Document what paperwork is to be printed (job traveler, pick list)

Create Sales Order

Sales Management>Order Management>General Operations>Order Entry

• Document manual sales order entry.

• Delete Sales Order

• Re-open sales order

Generate PO Suggestions

Material Management>Purchase Management>General Operations>Generate Suggestions

This is a scheduled process, document settings, log file location and schedule details.

Create Purchase Orders

Material Management>Purchase Management>General Operations>Purchase Order Entry

• PO Suggestion Review

• Manual Purchase Order creation of Consolidated PO (Shared Services)

• Manual Purchase Order creation (RBU)

• Create a new block of PO’s for RBU use (Shared Services)

• Determine who will create purchase orders for xMC Space parts.

Process Inter-company PO

Sales Management>Order Management>General Operations>Incoming Intercompany PO Suggestions

• Pre-production review (xMC)

• Create sales order from ICPO suggestion.

• Reject ICPO Suggestion and communicate back to RBU.

Create xMC Job

Sales Management>Order Management>General Operations>Order Entry

PO Receipt

Material Management>Shipping/Receiving>General Operations>Receipt Entry

MES>Shipping/Receiving Tab>Receipt Entry

• Receipt entry

• Discrepancy business process

  • Damaged material

  • Partial receipt or excess receipt

  • Receipt of wrong material

  • Inaccurate or missing PO#

• Delete receipt/packing slip

• Mass receipt and single line receipt

• Modify receipt

Issue Material

Material Management>Inventory Management>General Operations>Issue Material

MES>Material Tab>Issue Material

• Single material issue

• Document what paperwork will be with the job packet to aid in issuing material

Mass Issue to Mfg

Material Management>Inventory Management>General Operations>Mass Issue to Mfg

MES>Material Tab>Mass Issue

Document difference between mass issue and single item issue, include subassemblies.

Return Material

Material Management>Inventory Management>General Operations>Return Material

MES>Material Tab>Return Material

Document difference between return material and return assembly

Report Production

Production Management>Job Management>General Operations>Time and Expense Entry

MES>Production Tab>Report Quantity

• Correct production qty.

• Add or remove time detail entry

Ship Sales Order/Job

Material Management>Shipping/Receiving>General Operations>Customer Shipment Entry

MES>Shipping/Receiving Tab>Customer Shipment

• Mass Shipment and single line shipment

• Modify shipment

• Delete pack

Complete Job

Production Management>Job Management>General Operations>Job Closing

Will this be an automated process and what is the business process to review exceptions?

Inventory Adjustments

Material Management>Inventory Management>General Operations>Quantity Adjustment

MES>Material Tab>Adjust Inventory

• Document how and why this is to be used.

• Who should have access to this function?

• Are reason codes needed?