New Orders Process

Question 1

New order processing flowchart

Answer 1

-Receive order
-inform bidding
-receive bid package/review
-new customer?
-If yes, request customer code from
corporate
-Is bid package complete/accurate?
-If not, contact bidding/review
-assign sales order
-set kickoff meeting
-kickoff meeting
-follow up actions
-S/O entry
-Confirm PO with customer
-Distribute Sales Order
-Create packslip generation form
-contracts done

Question 2

Different levels of order rating

Answer 2

-DX orders will be worked first and take precedence over all other sales orders

-DO rated orders are to be processed before unrated orders

Question 3

OE 1

Answer 3

Order entry MRP screen

Question 4

CM 1

Answer 4

Contract MGMT MRP screen

Question 5

CM 2

Answer 5

Project Mgmt MRP screen

Question 6

NPI

Answer 6

new product introduction

Question 7

BOM

Answer 7

bill of materials

Question 8

RFQ

Answer 8

request for quote

Question 9

AOP

Answer 9

annual operating plan

Question 10

responsibilities of PMO for implementation of new order

Answer 10

-receive new order
-coordinate kickoff
-enter sales order and applicable screens into MRP system
-distribute documentation as necessary
-formal acknowledgment of customer purchase order
-sales order may not be released until all functional groups have completed their review of requirements

Question 11

after receiving bid package, PMO will:

Answer 11

-using purchase order checklist (form 6051), review bid and PO. discrepencies are noted on form
-discrepencies reported to customer procurement agent
-assign sales order number using SO assignment log form #6052
-request new customer number if necessary
-coordinate kickoff meeting
-coordinate bid to buy process as necessary
-enter sales order utilizing OE 1
-any price/part discrepencies reported immediately to procurement agent
-notify scheduling department of sales order entry completion

Question 12

form #6052

Answer 12

Sales order (SO) assignment log form

Question 13

form #2048

Answer 13

new order kick-off worksheet

Question 14

reference document PU341-005

Answer 14

Bid to Buy BOM comparison Tool

Question 15

PU341-004

Answer 15

Bid BOM Upload tool

Question 16

form #6053

Answer 16

Notice of CFM (Customer Furnished Material)

Question 17

CFM

Answer 17

Customer Furnished Materials

Question 18

form #6051

Answer 18

Purchase Order Checklist

Question 19

Form #2176

Answer 19

New Product Tracker

Question 20

Form #1186

Answer 20

Quality Planning Purchased Items

Question 21

form #2248

Answer 21

New customer Onboarding Process Checklist

Question 22

WDS

Answer 22

Western Data System