Function (Story)

Responsible 

Accountable

Consulted

Informed

Transfer sold jobs from Dash to Epicor

RBU Plan Engineer

Transfer sold jobs from Dash to Epicor QA

RBU Plan Engineer

Receive transfer orders and purchase orders from Epicor. Job Tracker – load planning, ensure CAD, contracts, etc. Documentation timing TBD.

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

Pre-Production Engineer XMC

Receive and review purchase suggestions from Epicor (MRP)

RBU Purchaser & XMX Purchaser

Inventory management/procurement

RBU Purchaser & XMX Purchaser

Perform issuing and backflushing of material and labor per job

XMC Logistics Coordinator

Input all logistics tracking information for jobs

XMC Logistics Coordinator

receive all third-party purchases and XMC manufactured material

RBU Logistics Coordinator

Blackflush labor and material for each job

RBU Scheduler

Gross Margin Reviews  per job

RBU Install Manager

Receive initial deposit and post to cash receipts

A/R Specialist

Generate final payment for each job – post install

A/R Specialist

Manage payment of all Purchase Orders

A/R Specialist

Vendor Management

Purchasing Manager

Consolidate Purchasing

Purchasing Manager

Run Gross Margin Report per part 

Financial Analyst

Maintain Item Master, MOM subassembly

Product Management Specialist

Review Gross Manager reports for XMC jobs

XMC Plant Manager

Review Gross Manager reports for RBU jobs

RBU GM