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Date – February 7, 2019
Source of issue –Sales/Dispatch
Description –
The allocation of responsibilities for the processing of Customer Purchase Orders has changed since the departure of Jody Lizemore. This has lead to a higher frequency of Purchase Orders being overlooked at the receipt of PO stage. Once example is the Anode Engineering PO 9445.
Immediate action –LS rang Noel Eustance explained the reason, apologised & gave summary to proposed changes to system. Noel was happy, he received his order in good time once problem identified.
Root cause –Change in allocation of responsibilities once JL left.
Corrective action –
19FEB19: Trial underway where all Customer POs are funneled through single person and processed within MYOB prior to giving to stores.
Trial has been going for 2 weeks, need to review progress soon.
Once system is approved, position descriptions will be created and a procedure written.
05SEP19: Funneling through a single person has proven successful so far, even when DK away on 6 weeks leave. Leave open for total of 12 months (until FEB 2020)
289SEP20: Process working well. There have been some minor issues, but overall the process is working well. Process also written into procedure " Customer POs and Contracts".
Verification –
Reported by –BL
Closed by –BL
Date closed –September 29, 2020