TOP-CSUPL

Trinity Operating Procedures - TOPs

TOP-CSUPL: Customer Supplied Materials

Rev: 07/30/2021

Scope: This procedure covers customer supplied raw metals, dies/tooling containers and other materials.

Procedure:

STEP WHO WHEN INFO TO USE WHAT TO DO

CUSTOMER SUPPLIED RAW METAL

a1 Buyer Upon learning that a customer wishes to supply raw material Customer request; Customer Grade Codes Coordinate with Customer Service Representative to verify with customer exactly what requirements are expected from Trinity Forge with regard to the material (e.g., chemical specifications may be waived or special reporting may be required); make sure customer is made aware of any Trinity Forge quality requirements of raw material; be sure customer has been set up as an approved supplier per TOP-SAPVL; enter purchase orders per TOP-PURCH; place any customer heat code information that needs to be stamped on the parts into the notes in the Router of the Job Order

a2 Steelyard Leadman Upon receipt of material Delivery ticket; paperwork of delivered material Tag the material with bundle ID (per TOP-RECRM)* if any material lost, damaged, or unsuitable for use, place in non-conformance area and tag with reason for non-conformance (per TOP-RMNON); notify Buyer

a3 Buyer If notified of material non-conformance Notification of material non-conformance Notify customer and request disposition; after customer has given disposition, request disposal of defective material as directed by customer, and send memo to Customer File and QA Manager's file, giving date, customer ID, name of customer, representative notified, quantities and details (attach copy of any paperwork)

CUSTOMER-SUPPLIED CONTAINERS

b1 Customer Service Representative Upon learning that a customer wishes to supply own containers Customer request Coordinate with customer and Shipping Supervisor to determine types and quantities of containers, how they will be shipped back, and any special controls placed on them

b2 Post Forge Supervisor As customer-supplied containers come in Bill of lading, etc. If any containers are lost, damaged or unsuitable for use, notify customer (possibly via Customer Service Manager), dispose of any defective containers as directed by customer

CUSTOMER SUPPLIED DIES/TOOLING

c1.1 Machining Superintendent, Forging Engineer Upon learning that a customer has furnished tooling Delivery paperwork for tooling Upon receipt visually inspect tooling furnished by customer for damage and missing or loose parts; preserve and store until ready for use; notify the Calibrations Clerk via email or phone of tooling to be placed into the Calibration Control System

Upon any incidents including transit, shortages, overages, or damages, contact the customer immediately and formally document the issue. Relay this information to both the customer and customer service.

c1.2 Calibrations Clerk Receiving notification of customer supplied tooling Email or phone notification Process customer supplied tooling and place into the Calibration System per TOP-GAGES

c2.1 Engineering Assistant As required by customer procedure or PO. Customer Procedure or Customer PO On an annual basis or upon completion of a PO, when required by the customer, pull customer dies and tooling in for review and inventory.

Requirements for review should be noted in the T-Item master and established during the creation of a new die.
c2.2 Engineering Assistant Once Die review is complete Die and tooling Inventory/Review Once Die/Tooling has been reviewed, provide a report to both the QA Manager and Operations Manager.
c2.3 QA Manager, Operations Manager Upon receipt of Die/Tooling Review Die and tooling Inventory/Review Provide report to required customer personnel to update them on the current status of tooling.

If PO has been completed and it is required, request disposition of dies and tooling from customer.
OTHER CUSTOMER SUPPLIED MATERIALS

d1 Anyone
Upon learning that a customer wishes to supply other raw material (such as forgings or castings for machining) Customer request Coordinate with Buyer to verify with customer exactly what requirements are expected from Trinity Forge with regard to the material (e.g., chemical specifications may be waived or special reporting may be required); tag the material with the customer's name and any other information required by the customer and any information that may aid Trinity Forge in its identification; submit any needed changes per TOP-TPSMM; make sure customer is made aware of shipping/receiving requirements required by Trinity Forge; be sure customer has been set up as an approved supplier per TOP-SAPVL; notify appropriate receiving personnel as designated by Buyer; update Jobs info in M2M*; if any material lost, damaged, or unsuitable for use, notify customer, dispose of defective material as directed by customer; create Vendor Service Request in M2M; put information in Customer PO File and notify QA Manager giving date, customer ID, name of customer, representative notified, quantities and details (attach copy of any paperwork)

d2 Machining Superintendent Upon learning a die has been damaged or mis-machined Production Traveler CNC program or CAST REPORT Coordinate with Forging Engineer to re-cut and re-machine the die; after correcting problem put a memo in the Customer PO File stating date and type of corrections made; notify customer (possibly via Customer Service Manager) if the problem is not fully corrected.

d3 Production Scheduler As paperwork for customer supplied raw material is received (such as forgings and castings) Paperwork showing receipt of raw materials Assign a Job Order to the customer supplied raw material; enter raw material under the assigned M2M part number for customer supplied material.

d4 Shipping Leadman; Post Forge Leadman Typically quarterly M2M Visually verify count and condition of onsite customer supplied materials (such as forgings and castings); notify Customer Service Representative of any discrepancies via email; make updates in M2M

d5 Customer Service Representative Upon receiving inventory update Inventory info from email Update M2M; notify customer of any discrepancies in product count or condition
RETURNING CUSTOMER SUPPLIED MATERIAL
e1 Shipping Leadman; Post Forge Leadman Notification that CSUPL material to be returned Paperwork to ship CSUPL material Insure any customer supplied material that is being shipped back to the customer or a sub-tier is properly packaged IAW customer requirements. Shipping information should be detailed in the router.

If unsure of customer requirements, stop and contact your supervisor.

*Enter into inventory records a cost of $0, and still account for the pounds of raw metal provided by the customer in the inventory system.

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
07/16/2020	Updated to add Forging Engineer to step C1, change CSR to Production Scheduler to step D3	Dustin Jump	Todd Sheppard
07/30/2021	Updated section C and added section E	Dustin Jump	Todd Sheppard

Documents are controlled only when viewed on-line at trinityforge.com in the original English -- printed copies or translations are not controlled documents.
? Trinity Forge & Machine

STEP	WHO	WHEN	INFO TO USE	WHAT TO DO
CUSTOMER SUPPLIED RAW METAL
a1	Buyer	Upon learning that a customer wishes to supply raw material	Customer request; Customer Grade Codes	Coordinate with Customer Service Representative to verify with customer exactly what requirements are expected from Trinity Forge with regard to the material (e.g., chemical specifications may be waived or special reporting may be required); make sure customer is made aware of any Trinity Forge quality requirements of raw material; be sure customer has been set up as an approved supplier per TOP-SAPVL; enter purchase orders per TOP-PURCH; place any customer heat code information that needs to be stamped on the parts into the notes in the Router of the Job Order
a2	Steelyard Leadman	Upon receipt of material	Delivery ticket; paperwork of delivered material	Tag the material with bundle ID (per TOP-RECRM)* if any material lost, damaged, or unsuitable for use, place in non-conformance area and tag with reason for non-conformance (per TOP-RMNON); notify Buyer
a3	Buyer	If notified of material non-conformance	Notification of material non-conformance	Notify customer and request disposition; after customer has given disposition, request disposal of defective material as directed by customer, and send memo to Customer File and QA Manager's file, giving date, customer ID, name of customer, representative notified, quantities and details (attach copy of any paperwork)
CUSTOMER-SUPPLIED CONTAINERS
b1	Customer Service Representative	Upon learning that a customer wishes to supply own containers	Customer request	Coordinate with customer and Shipping Supervisor to determine types and quantities of containers, how they will be shipped back, and any special controls placed on them
b2	Post Forge Supervisor	As customer-supplied containers come in	Bill of lading, etc.	If any containers are lost, damaged or unsuitable for use, notify customer (possibly via Customer Service Manager), dispose of any defective containers as directed by customer
CUSTOMER SUPPLIED DIES/TOOLING
c1.1	Machining Superintendent, Forging Engineer	Upon learning that a customer has furnished tooling	Delivery paperwork for tooling	Upon receipt visually inspect tooling furnished by customer for damage and missing or loose parts; preserve and store until ready for use; notify the Calibrations Clerk via email or phone of tooling to be placed into the Calibration Control System Upon any incidents including transit, shortages, overages, or damages, contact the customer immediately and formally document the issue. Relay this information to both the customer and customer service.
c1.2	Calibrations Clerk	Receiving notification of customer supplied tooling	Email or phone notification	Process customer supplied tooling and place into the Calibration System per TOP-GAGES
c2.1	Engineering Assistant	As required by customer procedure or PO.	Customer Procedure or Customer PO	On an annual basis or upon completion of a PO, when required by the customer, pull customer dies and tooling in for review and inventory. Requirements for review should be noted in the T-Item master and established during the creation of a new die.
c2.2	Engineering Assistant	Once Die review is complete	Die and tooling Inventory/Review	Once Die/Tooling has been reviewed, provide a report to both the QA Manager and Operations Manager.
c2.3	QA Manager, Operations Manager	Upon receipt of Die/Tooling Review	Die and tooling Inventory/Review	Provide report to required customer personnel to update them on the current status of tooling. If PO has been completed and it is required, request disposition of dies and tooling from customer.
OTHER CUSTOMER SUPPLIED MATERIALS
d1	Anyone	Upon learning that a customer wishes to supply other raw material (such as forgings or castings for machining)	Customer request	Coordinate with Buyer to verify with customer exactly what requirements are expected from Trinity Forge with regard to the material (e.g., chemical specifications may be waived or special reporting may be required); tag the material with the customer's name and any other information required by the customer and any information that may aid Trinity Forge in its identification; submit any needed changes per TOP-TPSMM; make sure customer is made aware of shipping/receiving requirements required by Trinity Forge; be sure customer has been set up as an approved supplier per TOP-SAPVL; notify appropriate receiving personnel as designated by Buyer; update Jobs info in M2M*; if any material lost, damaged, or unsuitable for use, notify customer, dispose of defective material as directed by customer; create Vendor Service Request in M2M; put information in Customer PO File and notify QA Manager giving date, customer ID, name of customer, representative notified, quantities and details (attach copy of any paperwork)
d2	Machining Superintendent	Upon learning a die has been damaged or mis-machined	Production Traveler CNC program or CAST REPORT	Coordinate with Forging Engineer to re-cut and re-machine the die; after correcting problem put a memo in the Customer PO File stating date and type of corrections made; notify customer (possibly via Customer Service Manager) if the problem is not fully corrected.
d3	Production Scheduler	As paperwork for customer supplied raw material is received (such as forgings and castings)	Paperwork showing receipt of raw materials	Assign a Job Order to the customer supplied raw material; enter raw material under the assigned M2M part number for customer supplied material.
d4	Shipping Leadman; Post Forge Leadman	Typically quarterly	M2M	Visually verify count and condition of onsite customer supplied materials (such as forgings and castings); notify Customer Service Representative of any discrepancies via email; make updates in M2M
d5	Customer Service Representative	Upon receiving inventory update	Inventory info from email	Update M2M; notify customer of any discrepancies in product count or condition
RETURNING CUSTOMER SUPPLIED MATERIAL
e1	Shipping Leadman; Post Forge Leadman	Notification that CSUPL material to be returned	Paperwork to ship CSUPL material	Insure any customer supplied material that is being shipped back to the customer or a sub-tier is properly packaged IAW customer requirements. Shipping information should be detailed in the router. If unsure of customer requirements, stop and contact your supervisor.