Planner I

**Key Responsibilities**

**Level I-II**
- Act as a key contact for receipt and entry of new orders, change orders and net change analysis from customers
- Perform material and capacity analysis, work with Supply Chain Analyst to assist in establishing a production schedule for each order, and communicate/resolve issues related to discrepancies between the requested and promised due date
- Acknowledge promised delivery date to customer and assist Supply Chain Analyst in resolution of issues related to discrepancies between the requested and promised due date
- Process component and non-inventory order entries and invoices as needed
- Contribute to planning functions and may make recommendations and/or decisions to support the Supply Chain Analyst
- Communicate forecast and production schedule changes to Master Planner and Supply Chain supervisor
- Analyze potential impact of forecast and production schedule changes on component procurement and production volume
- Monitor material status on upcoming orders; Flag and release orders as daily release schedule is defined
- Monitor all orders to assure timely completion to promise date and escalate/resolve issues that may prevent timely delivery of orders
- Work with Production, Product Engineering, Kit pull, Shipping, and Purchasing for any issues related to priorities, holds, throughput or capacity issues, part shortages, or engineering changes on released orders
- May participate on the Customer Team as the Planning Dept. representative to support department and business unit
- Assist Supply Chain Management or Supply Chain Analyst, as needed, regarding development of or changes to Planning or Scheduling processes
- Provide input or analysis to management of WIP, Finished Goods, and Component inventory levels in accordance with the Supply Chain Analyst
- Work with Project Management, as assigned, to process project orders, track orders to completion, analyze project costs, and prepare and process project invoicing and closing
- Work with Finance to investigate and resolve Accounts Receivable issues
- All employees are responsible for the Quality of their work to ensure BEI meets, or exceeds Customer Satisfaction.

**Level II**
- Perform all the essential functions and competencies listed above
- Perform planning functions and make recommendations and/or decisions to support the Supply Chain Analyst
- Provide mentorship for other schedulers in the department
- Assist in driving key initiatives for process improvement
- Perform "scenario" analyses to aid in optimal scheduling, priorities and decision making
- Communicate forecast and production schedule changes to Master Planner and Supply Chain analysts
- Modify schedules, as appropriate, due to considerations of lot sizes, lead times, inventory levels, efficient timely production utilization, and subassembly merge with final assembly requirements
- Act as a focal point for Production, Product Engineering, Kit pull, Shipping, and Purchasing for any issues related to priorities, holds, throughput or capacity issues, part shortages, or engineering changes on released orders
- Participate on the Customer Team as the Planning Dept. representative; Support department, business unit, and divisional goals
- Assist Supply Chain Management or Supply Chain Analyst, as needed, regarding development of or changes to Planning or Scheduling processes
- Provide analysis and management of WIP, Finished Goods, and Component inventory levels in accordance with the Supply Chain Analyst
- Act as the primary customer contact for all return issues as assigned; Process Return Material Authorization (RMA); Issue, return routing changes, return receipt and issue, return cost analysis, and tracking of returns through shipment and invoicing per defined guidelines
- Assist other team members, as needed, to ensure customer needs are met
- May provide mentorship to others in the planning activity

**Position Qualifications**

**Level I-II**
- Demonstrate understanding of the extended process of order receipt and entry, material procurement, order release, assembly, shipment and invoice payment
- Effective decision making skills as it relates to providing direction to the manufacturing floor and assigning priorities to meet customer goals and objectives
- Understanding of the extended process of return debits and credits, return receipt and routing generation, Process Feedback System (PFS) entry and order release, return/project cost analysis and return/project invoicing and shipment
- Exercise discretion when representing the company in supply chain related decisions
- Effective planning, analytical, problem solving and organizational skills
- Ability to handle returned product following all appropriate handling and ESD guidelines
- Effective oral and written communication skills.
- Demonstrate confidentiality and the ability to represent the company in a professional manner
- Participate in a continuous improvement activity with complete d