Production planner
- Planning: release new sales orders, then firm plan or release production orders for their lines.
- Check the green Ready to finish cards and change them to Finished.
- Material plan: look at red and amber bars in Order readiness. Expedite late purchase orders or move operations on the Schedule.
- Schedule: adjust bays and dates. Use Capacity load to spot overloaded days.
Assembly lead / operator
- Labor: each person scans their badge and job at the start of the shift. Switch jobs as work moves.
- Shop floor or order details: start, pause (with reason) and resume operations. Report output and finish when the operation is done.
- Consumption: scan the parts pulled from stores for today and post them before the end of the shift.
- Clock out at the end of the shift.
Quality
- Put an order on QC hold with the reason and NCR number when an inspection fails or a customer witness is needed.
- Release the hold once the issue is closed. The order shows red on Planning until then.
Buyer
- Material plan with Exceptions only: sort out red parts (past order-by) first, then the blue striped ones (still in time).
- Tick the planned purchases and create requisition lines. Carry them out to purchase orders in BC.
- For amber bars, call the vendor to pull the purchase order in.