TOP-NEWDI

Trinity Operating Procedures - TOPs

TOP-NEWDI: Entering New Die Orders

Rev: 12/06/2017

Scope: This procedure covers the selling of new dies, modification of shipped in dies, or the internal ordering of new die configurations, such as multiple-impression dies.

Procedure:

STEP
WHO

WHEN

INFO TO USE

WHAT TO DO

1 Anyone Upon receiving a purchase order from a customer or prospect or upon making an internal decision to proceed with tooling Purchase order from customer for tooling; decision to make internal set of dies Forward all information to Customer Service Representative for processing; if tooling not quoted or was transferred from another facility, proceed to Step 2a; if tooling previously quoted for new dies or die changes, or if this is a change to a die in the works, proceed to Step 2b.

2a Customer Service Representative Upon receiving notification from customer or prospect of their intent to transfer dies and related tooling to Trinity Forge from another supplier or have them created by Trinity Forge Previous quotation(s) (if/when quoted) issued for the part(s) in question; information from customer, prospect, or from sales team members Enter request for quotation per TOP-QUOTE to determine the cost and time required to create, adapt, modify, or replace the transferred tooling so it can be used on Trinity Forge equipment; return to Step 1.

See Shipped In Die Inspection checklist (included in packet sent to VP Quality & Engineering).

2b Customer Service Representative Upon receiving all purchase order information; decision made to proceed with modifying or creating tooling Customer purchase order for tooling or internal decision to modify or make internal set of dies and/or quote to customer Send notification of new or modified die via email and gather all pertinent information together; forward to Engineering Assistant Engineering Supervisor and VP-Quality & Engineering

3 Engineering Assistant Upon receiving email notification of new die Email notification Create the M2M Item Master entry for tooling; create Tooling Job Order to modify shipped in dies or make new dies and tooling; email Customer Service Representative.

4 Customer Service Representative Upon receiving notification of tooling entered in M2M Item Master Item Master, Customer PO File, M2M Customer Master Create Sales Order for tooling.

5 VP-Quality & Engineering Upon receiving email of new or modified die and information packet from Customer Service Representative Information packet from Customer Service Representative; own knowledge Review packet for any missing information; if information is missing contact Customer Service Representative to retrieve; if packet is complete assign new die to Project Leader*; assign Forging Engineer to assist Project Leader with hatch meeting startup and design duties; carefully review the information from a risk perspective, be it for a new project, changes to an existing product, or changes to a project in the works, and take action to mitigate any potential adverse effects or unintended consequences.

Click here for helpful hint: Project Management Planning

6 Project Leader* Upon receiving packet from VP-Quality & Engineering Information packet, own knowledge, instructions from VP-Quality & Engineering Review packet information; coordinate with VP-Quality & Engineering on time line to create a preliminary task list and set up hatch meeting.

7 Forging Engineer After hatch meeting Information packet, own knowledge, customer prints and/or models, Job Order, customer specs; Internal Specifications Model part per TOP-SOLID; create die and tooling models; make material list for all tooling and forward to Engineer Assistant.

8 Engineering Assistant Upon receiving new die notification and material list from Forging Engineer assigned to customer New die notification, M2M Item Master; list of raw material sizes; Forging Engineer's instructions; own knowledge Create BOM and notify Die Shop per TOP-DSCON; purchase any necessary new materials per TOP-DSCON; if tooling shipped in, work with Die Shop Supervisor or Die Shop Helper to fill out Shipped-In Die Checklist and scan into appropriate Engineering Files folder; if tooling created by Trinity Forge, process per TOP-DIMKR; if tooling done by an outside vendor, process tooling per TOP-SINKR.

*Project Leader is any employee that is designated by VP-Quality & Engineering to manage a project.

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

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
1	Anyone	Upon receiving a purchase order from a customer or prospect or upon making an internal decision to proceed with tooling	Purchase order from customer for tooling; decision to make internal set of dies	Forward all information to Customer Service Representative for processing; if tooling not quoted or was transferred from another facility, proceed to Step 2a; if tooling previously quoted for new dies or die changes, or if this is a change to a die in the works, proceed to Step 2b.
2a	Customer Service Representative	Upon receiving notification from customer or prospect of their intent to transfer dies and related tooling to Trinity Forge from another supplier or have them created by Trinity Forge	Previous quotation(s) (if/when quoted) issued for the part(s) in question; information from customer, prospect, or from sales team members	Enter request for quotation per TOP-QUOTE to determine the cost and time required to create, adapt, modify, or replace the transferred tooling so it can be used on Trinity Forge equipment; return to Step 1. See Shipped In Die Inspection checklist (included in packet sent to VP Quality & Engineering).
2b	Customer Service Representative	Upon receiving all purchase order information; decision made to proceed with modifying or creating tooling	Customer purchase order for tooling or internal decision to modify or make internal set of dies and/or quote to customer	Send notification of new or modified die via email and gather all pertinent information together; forward to Engineering Assistant Engineering Supervisor and VP-Quality & Engineering
3	Engineering Assistant	Upon receiving email notification of new die	Email notification	Create the M2M Item Master entry for tooling; create Tooling Job Order to modify shipped in dies or make new dies and tooling; email Customer Service Representative.
4	Customer Service Representative	Upon receiving notification of tooling entered in M2M Item Master	Item Master, Customer PO File, M2M Customer Master	Create Sales Order for tooling.
5	VP-Quality & Engineering	Upon receiving email of new or modified die and information packet from Customer Service Representative	Information packet from Customer Service Representative; own knowledge	Review packet for any missing information; if information is missing contact Customer Service Representative to retrieve; if packet is complete assign new die to Project Leader*; assign Forging Engineer to assist Project Leader with hatch meeting startup and design duties; carefully review the information from a risk perspective, be it for a new project, changes to an existing product, or changes to a project in the works, and take action to mitigate any potential adverse effects or unintended consequences. Click here for helpful hint: Project Management Planning
6	Project Leader*	Upon receiving packet from VP-Quality & Engineering	Information packet, own knowledge, instructions from VP-Quality & Engineering	Review packet information; coordinate with VP-Quality & Engineering on time line to create a preliminary task list and set up hatch meeting.
7	Forging Engineer	After hatch meeting	Information packet, own knowledge, customer prints and/or models, Job Order, customer specs; Internal Specifications	Model part per TOP-SOLID; create die and tooling models; make material list for all tooling and forward to Engineer Assistant.
8	Engineering Assistant	Upon receiving new die notification and material list from Forging Engineer assigned to customer	New die notification, M2M Item Master; list of raw material sizes; Forging Engineer's instructions; own knowledge	Create BOM and notify Die Shop per TOP-DSCON; purchase any necessary new materials per TOP-DSCON; if tooling shipped in, work with Die Shop Supervisor or Die Shop Helper to fill out Shipped-In Die Checklist and scan into appropriate Engineering Files folder; if tooling created by Trinity Forge, process per TOP-DIMKR; if tooling done by an outside vendor, process tooling per TOP-SINKR.