Triune Technofab Pvt. Ltd. Roles & Responsibilities PPC Planner

TRIUNE TECHNOFAB PRIVATE LIMITED

Sri City SEZ, Andhra Pradesh

ROLES & RESPONSIBILITIES

Production Planning & Control (PPC) Planner

Issue: 01 | Effective: May 2026

1. Purpose

This document defines the roles, responsibilities, authorities, and performance expectations of the Planner within the Production Planning & Control (PPC) department at Triune Technofab Private Limited (TTPL). It provides clarity on the Planner's contribution across the full order-to-shipment cycle, ensures alignment with inter-departmental workflows, and serves as a reference for onboarding, performance review, and process governance.

2. Scope

This document applies to all personnel designated as Planner / Production Planner / PPC Executive within the Planning Department at TTPL. Activities covered include:

Order acceptance and production order management in NAV

Bill of Materials (BOM) creation and item code management

Material issuance and Transfer Order coordination with Stores

SFG and FG traceability DE tag generation, pallet labelling, and handover

Shipment planning, OTD tracking, and management reporting

Daily Accountability Meetings and Monthly Production Review Meetings

3. Position Overview

Job TitlePlanner / PPC ExecutiveDepartmentProduction Planning & Control (PPC)Reports ToPlant ManagerLocationTTPL Manufacturing Facility Sri City SEZ, Andhra PradeshSystem AccessMicrosoft Dynamics NAV (Production, Stores, FG modules)Document ReferenceRR-PPC-01 | Issue 01 | Effective May 2026

4. Key Roles & Responsibilities4.1 Item Code & BOM Management

Area / ActivityResponsibilitiesItem Code Creation Collect the latest approved BOM from NPD and list all Raw Materials (RM), Buy-Out Parts (BOP), packing, and other materials with their UOM.

Reuse existing item codes for previously established materials; create new item codes only for new materials, specifications, or RM types.

Define and manage SFG item codes reuse for identical SFG specifications; create new SFG codes for newly identified variants.

Document all item codes in Excel before entering into NAV.BOM Creation & Maintenance Create the Procurement BOM in the standard format (Drawing No., Part Name, PCS per SKU, Item Code, Description, UOM, Consumption per SKU).

Release an approved controlled version of the BOM with version number on the common server, alongside an editable copy.

Create and maintain the BOM in NAV, including routing actions, simultaneously.

Verify the created BOM using NAV's auto-refresh report.

Coordinate with NPD for any BOM revisions and update controlled versions accordingly.4.2 Sales Order Processing & Production Planning

Area / ActivityResponsibilitiesSales Order Coordination Receive released Sales Orders from the Sales team in NAV.

Coordinate with Sales & Marketing, QAQC, and Purchase to estimate CRD (Cargo Readiness Date), EDD (Estimated Delivery Date), and LSD (Last Sailing Date) for new POs.

Check material availability for each released Sales Order before committing to a production plan.Production Order Release Generate Manual Production Orders for each authorised Sales Order in NAV, specifying the SFG codes to be produced.

Release Standard Production Orders only after confirming all SFG stages are complete.

Generate the order form from NAV and communicate to the Production team via mail at every order release.

Release the next month's Provisional Production Plan on or before the 20th of each current month (Ref: PL01-D11).

Prepare and circulate the overall Pending PO Status Report daily, incorporating previous day's production, shipment status, and operational issues.Capacity & Schedule Management Prepare and maintain the production plan for all authorised production orders, scheduling each product type based on machine capacity and customer-required ETA.

Ensure production schedules meet CRD and OTD targets.

Conduct the Daily Accountability Meeting (DAM) on all working days (Ref: PL01-D01).4.3 Material Issuance & Transfer Order Management

Area / ActivityResponsibilitiesTransfer Order (TO) Creation Estimate RM and other material quantities required for each production order, accounting for line stock (material under production control).

Create Transfer Orders in NAV and obtain physical signature with DE ID from the authorised representative before release.

Send approved TOs to both Production and Stores personnel.

Raise additional TOs for rejection/rework scenarios upon request from Production Engineer, after verifying with DEO and Quality.Material Control & Compliance Ensure no material is issued from Stores without a signed Transfer Order.





Advise Stores personnel to reject any material request lacking a signature or valid TO, and escalate to PPC.

Coordinate the return MR process for NG (Not Valuable) materials; ensure OK material is collected from Stores only after Quality approval.

Manage the Mother Coil Return Process create new item codes for excess slitted coil widths, coordinate stock adjustments with IT and Finance.4.4 SFG Traceability & DE Tag Coordination

Area / ActivityResponsibilitiesDE Tag Generation Receive requests from Production personnel with mandatory information: PO Number, WO Number, Material Name, Quantity, Operation Name, Machinery Name, BIN/Trolley Number, Location, and Input TAG Number.

Generate DE (Data Entry) tags within the same shift no deferred tagging permitted.

For starting-stage machinery (e.g., Turret, Sheet Laser), use the IC Number of Raw Material as the Input TAG Number.

For all subsequent operations, use the DE TAG of the previously processed material as the Input TAG Number.

Ensure old tags are removed from bins and trolleys whenever new DE tags are placed.Tag Linking & PO Traceability Collect all DE tags from the Production team and link them to the relevant PO in NAV.

Verify PO numbers and allocate Pallet Numbers upon completion of all production activities.

Coordinate packing WO numbers with Production for last-stage traceability (Pallet Numbers).4.5 FG Handling, Packing & Pallet Management

Area / ActivityResponsibilitiesFG Confirmation & Pallet Labelling Collect the signed Order Form from the Production operator upon completion of final packing.

Confirm Finished Goods (FG) stock in NAV and generate the Pallet ID.

Generate Pallet Labels and Run Number Stickers; share with DEO/operator for tagging.

Ensure DEO tags each produced pallet with the PO sticker and run number before dispatch to the FG area.Post-Production & PSI Coordination Verify that QAQC tags and Pallet Checklists / Self Inspection Reports are tied to each pallet before handover to Logistics.

Coordinate with Logistics for wrapping and storage of material in the FG area.

Initiate and track PSI (Pre-Shipment Inspection) offer; ensure repacking material mail is sent on the same day of PSI QAQC completion.

Ensure repacking is completed on the same day or next day following PSI completion.4.6 Shipment Planning & Logistics Coordination

Area / ActivityResponsibilitiesShipment Planning Circulate the three-day forward Shipment Plan to Shipping & Logistics for transport booking on all working days.Procurement Follow up on import and long lead-time consumables to ensure on-time availability.OTD & ETD Management Prepare and review the ETD Review Report weekly (Ref: PL01-D04) and Revised ETD Report weekly (Ref: PL01-D05).

Prepare the Delivery Performance (OTD) Report weekly both customer-wise and overall (Ref: PL01-D06, PL01-D12).

Track production targets vs actuals daily to achieve on-time shipment.4.7 Rejection, Rework & Scrap Management

Area / ActivityResponsibilitiesRejection & Rework Handling Upon Quality-confirmed rejection, release additional production orders for the balance quantity across all required operational stages.

Coordinate with DEO and Quality before releasing any rework or reproduction orders.

Issue Transfer Orders for any additional RM or BOP required for rework.

For non-reworkable items: verify rejection declaration from Production (with engineer and Quality signatures), update the Order Form, and initiate the scrap accounting process.

Communicate with DEO via Order Form for all scrap and rejection transactions.4.8 Reporting & MIS

Area / ActivityResponsibilitiesDaily Conduct Daily Accountability Meeting (DAM) on all working days (PL01-D01).

Prepare and circulate Pending PO Status Report (PL01-D02).

Prepare Daily Production Target vs Actual compliance report (PL01-D03).

Circulate three-day forward Shipment Plan to Logistics.Weekly ETD Review Report (PL01-D04) customer-wise and overall.

Revised ETD Report for date changes (PL01-D05).

Delivery Performance / OTD Report (PL01-D06, PL01-D12).

Consumable Plan vs Available Status Report (PL01-D07).

Three-Weeks Consumable Requirement Plan (PL01-D08).Monthly Conduct Monthly Production Review Meeting (MPRM) on 2nd day of each month covering previous month performance, corrective actions,



current month plan, and production targets per section (PL01-D02).

Prepare and circulate MIS Report in the first week of every month (PL01-D09).

Release Provisional Production Plan for next month by 20th of current month (PL01-D11).

Prepare Operator Performance Report and Scrap Report.4.9 Stock Adjustment & Month-End Activities

Area / ActivityResponsibilitiesWIP & Bin Stock Reconciliation Review actual WIP stock against system bin stock at month-end.

Identify discrepancies and raise a stock adjustment request to Finance with explanation and supporting documents.

Maintain the Planning Instruction Report based on inputs from other departments during planning activities.

5. Authority & Decision Rights The Planner holds the following authorities within defined limits:

Release Manual and Standard Production Orders in NAV for authorised Sales Orders.

Create and digitally approve Transfer Orders for material issuance from Stores, up to the quantity defined in the production plan.

Create new item codes and SFG codes in NAV, subject to BOM confirmation from NPD.

Request stock adjustments from Finance for month-end WIP reconciliation discrepancies.

Escalate to Head of Operations for any material shortage or capacity constraint impacting CRD or OTD.

The Planner does NOT have authority to:

Accept or reject customer Purchase Orders (responsibility of Sales & Marketing).

Approve Quality dispositions on SFG or FG material.

Commit to revised ETDs to customers without Head of Operations or VP Operations approval.

Approve procurement of new materials not listed in the BOM.

6. Departmental Interfaces

Department / RoleNature of InterfaceSales & MarketingReceives Sales Orders and forecasts; coordinates CRD/EDD/LSD estimation; escalates shipment risks; provides ETD updates.New Product DevelopmentReceives approved BOM, drawings, and work instructions; coordinates new item code creation; flags BOM errors.ProductionIssues production orders and order forms; coordinates DE tag requests with full WO details; receives signed order forms; addresses material shortages and rework situations.StoresIssues Transfer Orders for material issuance; manages NG material returns and OK material collection; manages mother coil return process.Quality (QAQC)Coordinates QAQC tag verification on pallets; manages FG inspection offer (PSI); releases balance production orders on Quality-confirmed rejections.Data Entry Operator (DEO)Coordinates FG confirmation, pallet label generation, run number stickers, and PO tagging via Order Form.Logistics / ShippingShares three-day forward shipment plans; coordinates transport booking; monitors pallet handover to FG area after QAQC clearance.Finance & ITRaises stock adjustment requests to Finance at month-end; coordinates with IT for item code norms, BOM changes, and auto-refresh report access.PurchaseCoordinates RM, consumable, and packing material procurement timelines; follows up on long lead-time and import items; shares weekly consumable plan reports.

7. Key Performance Indicators

KPI / MetricFrequencyTargetOn-Time Delivery (OTD) OverallWeekly / MonthlyMore than or equal to 95%On-Time Delivery (OTD) Customer-WiseWeekly / MonthlyAs per customer SLAProduction Plan Adherence (Target vs Actual)DailyMore than or equal to 90%Provisional Production Plan ReleaseMonthlyReleased by 20th 100% on-timeDaily Accountability Meeting ConductDaily100% on all working daysTransfer Order AccuracyOngoingZero unapproved material issuancesDE Tag Generation TurnaroundPer shift100% same-shift generationMIS Report ReleaseMonthlyFirst week 100% on-timeMPRM ConductMonthly2nd day of month (or management date)Month-End Stock ReconciliationMonthlyCompleted by last working day3-Week Consumable Plan ReportWeeklyZero missed cycles

9. Abbreviations

BOMBill of MaterialsBOPBuy-Out PartCRDCargo Readiness DateDAMDaily Accountability MeetingDEData EntryDEOData Entry OperatorEDDEstimated Delivery DateETDEstimated Time of DeliveryFGFinished GoodsICItem CodeLSDLast Sailing DateMISManagement Information SystemMPRMMonthly Production Review MeetingNAVMicrosoft Dynamics NAV (ERP system)NGNot GoodNPDNew Product DevelopmentOTDOn-Time DeliveryPOPurchase OrderPPCProduction Planning & ControlPSIPre-Shipment InspectionQAQCQuality Assurance & Quality ControlRMRaw MaterialSFGSemi-Finished GoodsSKUStock Keeping UnitTOTransfer OrderTTPLTriune Technofab Private LimitedUOMUnit of MeasureWIPWork In ProgressWOWork Order

10. Revision History

Rev. No.DateDescriptionApproved By00May 2026Initial issue compiled from SOP PL01, Production Planning SOP, and SFG/FG process flow documents.Head of Operations

Confidential Internal Use Only Page 1 of 9

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