# Tasks & work activities — purchase planner

Source: O*NET 30.3, occupation 43-5061.00 (Production, Planning, and Expediting Clerks).

## Task statements

- **[Core]** Review documents, such as production schedules, work orders, or staffing tables, to determine personnel or materials requirements or material priorities.
- **[Core]** Confer with department supervisors or other personnel to assess progress and discuss needed changes.
- **[Core]** Revise production schedules when required due to design changes, labor or material shortages, backlogs, or other interruptions, collaborating with management, marketing, sales, production, or engineering.
- **[Core]** Confer with establishment personnel, vendors, or customers to coordinate production or shipping activities and to resolve complaints or eliminate delays.
- **[Core]** Requisition and maintain inventories of materials or supplies necessary to meet production demands.
- **[Core]** Distribute production schedules or work orders to departments.
- **[Core]** Compile information, such as production rates and progress, materials inventories, materials used, or customer information, so that status reports can be completed.
- **[Core]** Arrange for delivery, assembly, or distribution of supplies or parts to expedite flow of materials and meet production schedules.
- **[Core]** Plan production commitments or timetables for business units, specific programs, or jobs, using sales forecasts.
- **[Supplemental]** Examine documents, materials, or products and monitor work processes to assess completeness, accuracy, and conformance to standards and specifications.
- **[Supplemental]** Record production data, including volume produced, consumption of raw materials, or quality control measures.
- **[Supplemental]** Calculate figures, such as required amounts of labor or materials, manufacturing costs, or wages, using pricing schedules, adding machines, calculators, or computers.
- **[Supplemental]** Contact suppliers to verify shipment details.
- **[Supplemental]** Maintain files, such as maintenance records, bills of lading, or cost reports.
- **[Supplemental]** Establish and prepare product construction directions and locations and information on required tools, materials, equipment, numbers of workers needed, and cost projections.
- **[Supplemental]** Compile and prepare documentation related to production sequences, transportation, personnel schedules, or purchase, maintenance, or repair orders.
- **[Supplemental]** Provide documentation and information to account for delays, difficulties, or changes to cost estimates.

## Detailed work activities

- Calculate costs of goods or services.
- Compile data or documentation.
- Confer with coworkers to coordinate work activities.
- Coordinate operational activities.
- Coordinate shipping activities with external parties.
- Examine documents to verify adherence to requirements.
- Inspect items for damage or defects.
- Maintain operational records.
- Order materials, supplies, or equipment.
- Prepare informational or reference materials.
- Provide information to coworkers.
- Read work orders to determine material or setup requirements.
- Record personnel information.
- Record production information.
- Schedule operational activities.
