Email: To Purchasing - PCBs and Stencils | R and D Processes | R-and-D

The first of these email types will be from the Designer to Purchasing requesting an order and attaching the quote.

1. Open the New Product Smartsheet and find the NP number. Copy the comments from the email into the Smartsheet.

https://app.smartsheet.com/sheets/9GQ4JrvjHCQ968HfVXrXF7gWfCP7VPVhXj4Qwvw1?view=grid

Note: If the NP number cannot be found - open the Hardware Designers Projects sheet and search the PCB column with the PCB number from the email. This will provide the NP number

https://app.smartsheet.com/sheets/Hg8w6xRJxM8Jr278cGrWWhMq2WhXqWjRPXcvmhX1?view=grid

2. Open the Project Plan from the New Product Smartsheet and attach a copy of the email to both the PCB and the Stencil lines.

3. File the email in the R&D Admin folder - R&D Project / NP number.

________________________________________________________________________________________________________________________________________________________________

Click to copy

The second of these email types will be from Purchasing to Paul requesting confirmation to proceed with the order. Paul will confirm back to Purchasing confirming to proceed with the order (These email comments also need to be added to the NP Smartsheet).

4. Open the New Products Smartsheet and find the NP number. Add the comments "Purchasing emailed Paul for approval - Hi Paul ........... . at the reply point where the purchase request is.

5. Open the Project Plan from the New Product Smartsheet and attach a copy of the email to the PCB line.

6. File the email in the R&D folder - R&D Project / NP number.

________________________________________________________________________________________________________________________________________________________________

Click to copy

The third of these emails will be from Purchasing confirming that the PCB boards have been ordered on PILTD-PO order number. A purchase order number will be given to the Designer to use when ordering the stencils.

7. Open the New Products Smartsheet and find the NP number. Find the thread for the chain of Purchasing emails and reply with - "Purchasing emailed Ben on xx/xx/xxxx - Hi Ben - The boards......................... .

8. Click the Project Plan link on the selected NP number.

9. Populate the Target column on the Project Plan with the purchase order information for both the PCB and Stencil.

Note: The target text blacked out shows RECEIVED 06/03/24 - This is to be ignored at this stage.

10. Only put confirmed if acknowledged and make the background yellow which shows goods are still to be received.

11. Once the order confirmation is received - change the status to yellow. This will prompt the date to be added to the Actual Start Date column - check this is the correct date on X3.

Note: The Purchase Order Report is run every couple of days which will determine the status of the order. Notes can be found under "Run Purchase Order Reports".

12. Attach the email to both the PCB and Stencil lines on the Project Plans Smartsheet.

13. File the email in the R&D folder - R&D Projects - NP number.

________________________________________________________________________________________________________________________________________________________________

Click to copy

The fourth of these emails is from the Hardware Designer to the stencil manufacturer (Sparks Laser Services) with a copy to Purchasing.

14. Open the Hardware Designer Smartsheet and search the PCB number to get the NP number

https://app.smartsheet.com/sheets/Hg8w6xRJxM8Jr278cGrWWhMq2WhXqWjRPXcvmhX1?view=grid

15. Open the New Products Smartsheet and find the NP number. Open comments - select Reply to attach the comments in order and add the comments from the email.

16. Click on the Project Plan for the NP number.

17. Find the Stencil row and add "Ordered xx/xx/xx" in the Target column. Note: Changing the Project Status to yellow will change the Actual Start date - make sure this is the same as the email.

Note: The Project Status button should be yellow in the image below (not green).

18. Attach the email to the Stencil row of the Smartsheet.

19. File the email in the R&D Folder - NP number.

^{Note: Once the Stencils are ordered, Hardware needs to send 2 more emails to enable the project to move out of the Hardware column. Slots need booking, BOMs need to be done. The 2 emails can be found under Email: Build Request.}

R-and-D

Email: To Purchasing - PCBs and Stencils

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