Trinity Operating Procedures - TOPs
TOP-CHNGE: In-Process Order Changes
Rev: 12/06/2017
Scope: This procedure covers changes made to customer orders in process.
Procedure:
4 6
STEP
WHO
WHEN
INFO
TO USE
WHAT
TO DO
1
Anyone
receiving Concession/Change Order from customer
Upon
receiving Concession/Change Order
Customer Concession/Change Order
Take Concession/Change Order; if not written; notify Customer Service Representative
2
Customer
Service Representative
Upon receiving Concession/Change Order
Customer Concession/Change Order
Email Concession/Change Order including Sales
Order number, PO number, date,
description of Concession/Change, who initiated and who accepted
the Concession/Change Order; use Job
Order to determine progress of
job; notify via email to the VP-Quality
& Engineering,
Production Supervisor
, QA Manager,
QC Supervisors,
Machining
Superintendent (if required),
and
Forging Engineer
assigned to customer; place notes as deemed necessary in Sales Orders
and Job Orders
and place both on hold
3
Any team
member notified of Concession/Change Order
As notified
by Customer Service
Representative
Verbal (or
email) notification from Customer
Service Representative
Check all documents and
processes potentially affected and modify accordingly; notify suppliers
about any work or purchase order affected by change; notify Sales of
any costs to be incurred because of change; notify Customer Service Representative
and Production Scheduler
when all aspects of
change
have been
completed
Production Scheduler
Upon
receiving Concession/Change Order
Customer Concession/Change Order notification
Verify the
quantity and delivery date is feasible; notify Customer Service Representative
of
any changes
5
Customer
Service Representative
Issues that
prevent us from shipping a customer's order by the agreed upon ship
date
Job
Orders; information from
scheduling personnel or
management
Notify
customer in writing (fax or e-mail) of issues that prevent us from
shipping their order by the agreed upon ship date; advise of delivery
dates; adjust delivery dates in M2M
Customer
Service Representative
Upon
receiving Concession/Change Order Information
Customer Concession/Change Order; Concession/ Change Order E-mail
Review Concession/Change Order; expand on step 2 as deem necessary; ensure
that any negotiation needed with the customer is completed; perform
contract review via TOP-ORDER
(especially regarding issuance of parts reclassification via e-mail), TOP-JSTRT,
TOP-PRINT,
TOP-PSCHD,
TOP-POSTP,
TOP-SUBCO,
TOP-FINIS,
and TOP-QCTRL;
ensure that all affected by the change order are notified; ensure all
documents and process changes needed in each area are completed; file
with Concession/Change Order in Customer PO
File; take Sales
Orders and Job
Orders off hold
Revision history:
|
Release Date |
Description of Change |
Owner |
Approver |
|
12/06/2017 |
Updated to comply with revised Quality Manual and new TOPs format. |
Tim Ellis |
Todd Sheppard |
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