purchase-planner/references/tasks.md

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.