WL - Production Planner

The Planner is responsible for planning and scheduling all customer and inventory orders, including external vendor services such as plating and heat treating. This role ensures customer on-time delivery (OTD), maintains accurate system data, and optimizes resource capacity across internal manufacturing departments and external suppliers. The Planner works closely with Operations, Production, Quality, Manufacturing Engineering, and Customer Service to meet service, quality, and delivery objectives in alignment with Ward Leonard's business goals.

• Plan and schedule all customer and inventory orders, including outside services (plating, heat treating, and other vendor processes).
• Maintain Customer On-Time Delivery by proactively monitoring order status and capacity.
• Maintain and update all ship dates on Sales Orders to reflect current delivery commitments.
• Review the Backlog Report, Open Orders, and Work-In-Process (WIP) status daily to ensure schedule integrity.
• Review Shipping Reports to confirm on-time shipments and identify risks to delivery commitments.
• Identify pull-in opportunities by reviewing Backlog Reports and, when permitted by the Sales Order and capacity, update VISUAL to ship early.
• Check manufacturing capacity and, when feasible, reschedule orders in VISUAL for earlier completion and shipment.
• Firm and release Work Orders (WO) in accordance with required release and want dates to ensure correct finish dates.
• Create Work Orders in VISUAL MRP for all fabricated in-house parts, ensuring delivery dates meet Customer Sales Order requirements.
• Plan and route RMA (Return Material Authorization) work, including creating WO's for repairs and assigning internal repair work to the appropriate resources.

• Perform yearly, monthly, and ongoing capacity planning and drive capacity improvement initiatives.
• Manage resource capacity by moving jobs to available resources, ensuring level loading and preventing bottlenecks.
• Maintain spreadsheets and reports for Business Unit Director (BUD) and Sales to review WIP status and capacity.
• Work closely with Production departments to track progress of Work Orders from release through shipment.

• Issue Requests for Quotation (RFQs) to vendors to obtain the best price, lead time, and terms for materials and services.
• Issue Purchase Orders (POs) for materials and services required to support Work Orders, ensuring Supplier On-Time Delivery for all PO's placed.
• Schedule and coordinate outside services to meet internal production and customer delivery requirements.
• Review Open Purchase Order Reports and MRB reports to identify outstanding parts and required actions.
• Monitor vendor performance and follow up on overdue items to minimize impact to production and customer delivery.

• Ensure Item Master data (including lead-times, cost, and related planning parameters) is accurate, complete, and up to date.
• Participate in pre-production meetings and review Bills of Material (BOMs) to support proper planning and scheduling of production Work Orders.
• Support continuous improvement in planning, scheduling, and data integrity to enhance OTD, lead-time, and inventory performance.

• Report OTD delays and schedule risks to Customer Service (for OEM and RMA) and other stakeholders as needed.
• Collaborate with Quality and Manufacturing Engineering to resolve planning-related issues that affect schedule adherence.
• Provide clear and timely communication to Operations, Sales, and other internal customers regarding order status and schedule changes.