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July 97Ki Report
Pulley Department
SQDCME
BUDGET APPLICATION REPAIR CATEGORY 1. PLAN
3. CHECK
2. DO
4 items represent 75% of the difference
Budget Result 0.126 MUSD Diff.- 0.208 MUSD
Budget Plan 0.334 MUSD 4. ACT
Permanent
Inmediate
CM
Review and Improve the System Activity
①②Confirmation the status of the biggest amounts for 2QFC. ③ Review all the Honda Motor purchases status and close that belongs to Aug. ④Cofirm with Purchases Dep. That all the ATS RFQs are closed on time and (carry out the purchases process).
PIC/Coord.
Define the current situation
PIC/Coord.
RR
PIC/Coord.
Training
PIC/Coord.
Procediure & Workflow
PIC/Coord.
Formats
PIC/Coord.
Objetives
PIC/Coord.
Benchmark with other areas ALMC
PIC/Coord.
Benchmark with other areas HPDC
PIC/Coord.
Benchmark with other areas MA
PIC/Coord.
GAP analysis of July
PIC/Coord.
Improvements
PIC/Coord.
Yeimi E.
PIC/Coord.
Follow up of the CM
Yeimi E.
Review with Manager
Yeimi E.
Aug P/R W2 W3 W4 P R P R P R P R P R P R P R P R P R P R P R P R P R P R P R P R
Sep 2nd Half W1 W2 W3 W4 97Ki
MUSD
Knowle dge
PIC Comments
$0.044
① OKUMA maintenance (not moved in 1QFC).
OK
Lack of communication
$0.038
② Taiyo Maintenance (not moved in 1QFC)
OK
Lack of confirmation
$0.039
③ payment of HONDA MOTOR (it is not reflected on balance)
OK
Lack of follow up
$0.036
④ RFQ’S of ATS closed out of time.
OK
Lack of confirmation
2nd Half 97Ki There is no HM payments pending from Aug. There is no ATS payments pending from Aug.
Description
Most of the problems are on this 3 answer 1. Lack of comunicati on
Budget Ctrl. System
2. Lack of follow up
-
3. Lack of confirmati on
Training Procedures Workflows RR Formats Objectives stablished on BP Feedback Workplan Organization chart
Result System Failure
Not effective enough ↓ NG Result Lack of: - Stablishment of KPIs N5. - Emergency strategy defined.
RR Functions
Achieved Control /not YES Purchases plan created from the users.
Manage Budget according to the purchases plan. Develop reports about NO Budget application. Elaborate “Polizas” YES Monthly balance analysis YES RFQ creation YES
YES NO
Develop POs and RFQ reports.
YES
Follow up to the YES purchases with Purchases Delivery and Suppliers. Delivery material. Ingreso de facturas a MRO de material recibido.
YES YES
Every event of 1QFC, 2QFC, 3QFC.
Achieved Effective Comment /not ness YES NO The updated method is not defined in the events 1Q, 2Q, 3Q etc. NO NO It has not been carried out.
N-6
2 Times per month
Formato of “póliza” Format “Explicación de diferencias” ① According to the purchases plan.
NA By e-mail to MFG. Does not exist (Verbal confirmation) Does not exist
NA YES NO
NA YES YES
It is not part of a system.
NO
NO
There is not a control.
Planned purchases: According to the purchases plan. Not planned purchases: Purchases control format. ① Delay RFQ from MRO Purchases. ② POs report to arrive in the month.
N-6
NO
NO
It has not been carried out.
Does not exist
NO
NO
The is not a confirmation method.
Weekly ② Send by email.
YES NO
YES NO
① Delay RFQ from MRO Purchases.
Weekly
YES
YES
Only when the Coord. Requests the activity. -
NO
NO
NO
NO
NA NO
YES NO
② Not planed purchases by email and physical format and register in the Purchases control format. Request creation.
Confirmation
② Follow up with Delivery Purchases Does not exist area. Call to the suppliers to confirm the arrival At the begining of the month date on time. All the material is delivered to the useres. NA There is not a control There is not a confirmation
The support is requested ocasionally. Only when the Coord. Requests the activity. Invoices delivered out of time.
TRAINING Activity Manage Budget according to the purchases plan.
Control Purchases plan created from the users.
Develop reports about N-6 Budget application.
Required Training Item.
T. method
What?
Who ?
When?
How?
Why?
Comments
Purchases plan structure
-
X→O
X→O
NA
X
X→O
Budget PIC does not know the structure at 100%.
Manage the purchases plan each event.
-
X
X
X
X
X
Availables Budget was not considere.
Budget Application process
Verbal
O
O
O
X
X
Lack of awareness
Budget Application report
-
X→O
X→O
X
X
X
Not defined as a system.
Elaborate “Polizas”
Format of “póliza”
“Polizas” process
-
X→O
X→O
X→O
X→O
X→O
Monthly balance analysis
Format “Explicación de diferencias”
Balance understanding & format
-
X→O
X→O
X→O
X→O
X→O
RFQ creation
① According to the purchases plan. ② Not planed purchases by email, physical format and the Purchases Ctrl. format. Planned purchases: according to the purchases plan. Not planned purchases: Purchases control format.
Creation of the RFQ
Verbal
O
O
O
O
O
Flow to not planned puchases
-
X→O
X→O
X→O
X→O
X→O
Request creation
Verbal
O
O
X→O
O
O
Flow to the purchases not planned
-
X→O
X→O
X→O
X→O
X→O
① Delay RFQ from MRO RFQ report Purchases. ② POs report to arrive in the PO report month. ① Delay RFQ from MRO Follow up actions to the Purchases. correct purchases tracking
-
X→O
X→O
X→O
X→O
X→O
-
X→O
X→O
X
X→O
X→O
Not defined when.
-
X→O
X
X
X
X→O
Not defines.
Request creation.
Develop POs and RFQ reports.
Follow up to the purchases with Purchases Delivery and Suppliers. Delivery material. All the material is delivered to the useres.
Delivery material to the users.
Verbal
O
O
O
O
O
Invoices to MRO
Invoices flow
Verbal
O
O
X
O
X→O
There is not a control
Not defined
BENCHMARKING ALMC
HPDC
MA
PLY
RFQ
Accorging to the user request.
Accorging to the user request.
According to the Purchases plan
According to the purchases plan
Request process
Weekly
Weekly
Weekly
Weekly
Approvals
5 days Manger 5 days Dir.
5 days Manger 5 days Dir.
5 days Manger 5 days Dir.
5 days Manger 5 days Dir.
Tracking to arrival mat. With suppliers
2 weeks befores to the arrival date.
In ah half of the month.
When it is required by the Coord.
Invoices follow up Budget tracking
Weekly
Weekly
Weekly
When it is required by the Coord.
Activities
2 PIC to purchases process.
2 PIC to purchases process.
1 PIC to the purchases process. 1 PIC gives supports when it is necesary.
Only 1 PIC to purchases process (all áreas)
Thank you for your attention! PLYMC