JOB DESCRIPTION

At Trane Technologies

and through our businesses including Trane

and Thermo King

we create innovative climate solutions for buildings, homes, and transportation that challenge what’s possible for a sustainable world.

We're a team that dares to look at the world's challenges and see impactful possibilities. We believe in a better future when we uplift others and enable our people to thrive at work and at home. We boldly go.

The Parts Procurement Specialist role has various responsibilities. The below outlines the standard work for the role. Some Parts Procurement Specialist will have extra duties assigned to them that will not fall into this charter.

Thrive at work and at home :

Benefits kick in on

DAY ONE for you and your family, including health insurance and holistic wellness programs that include generous incentives

WE DARE TO CARE !

Family building benefits include fertility coverage and adoption / surrogacy assistance.

401K

match up to 6%, plus an additional 2% core contribution up to

8% company contribution.

Paid time off, including in support of

volunteer and

parental leave needs.

Educational and training opportunities through company programs along with

tuition assistance and

student debt support .

Learn more about our benefits here !

Purchasing : Procurement Card

Procurement Card

Administrators will have a Procurement Card (P-card) to assist with outside vendor purchases. The Administrator will be responsible for allocating purchases daily for themselves as well as their technician team in BOA Works.

Procurement Card Program

Administrators will issue Procurement numbers from the internal PO Logs for any Technician and Associate and enter the Works Placeholder line onto the service call.

They will allocate purchases per the PO Logs and once the line item has been received through the Bill of Materials, the Works Placeholder will be removed.

STW WPH

Peoplesoft / Oracle Purchase Orders

It will be the responsibility of the Procurement specialist to issues the PO for materials purchased for quoted job.

TAP Queue / Oracle Queue

Administrators will be responsible for any items in their queue. These should be resolved within 3 business days.

AP Sharepoint

Refrigerant Management Entry :

Loading purchased tanks into RMS

Procurement associate will be responsible for loading any purchased tanks into RMS.

Transmitting Quoted Jobs :

Quoted Jobs

Quoted jobs will be sent to the Procurement Specialist to be transmitted via Trane Sales Tools / Worksight. Please review the transition prior to transmitting the job.

Make sure the checklist is included as well as all needed documents. (Signed proposal, PO, Acknowledged PO, LOA Approval, Credit Approval, parts list / quote with contact info, etc.)

When a job transmits the Procurement Specialist will verify the add the prefix of QS to the description, financial profile, billing account, and save the invoice.

Site / Customer Notes

Notes on sites and customers are to be read for each invoice. These note fields contain important information in regards to invoices, printing status, customer requirements, etc.

If a site / customer has a note that needs to be added, please add the note.

Printing Status

The printing status for each invoice will depend on the needs of the customer or actions that need to be taken with the invoice.

• DEL-This will print and mail from Lacrosse, WI
• MAN-This will populate in iReceivables for emailing or printing options locally.
• NOT-This will not mail.

Service Job Folders / Salesforce WO Files

All transition documents will be placed in the files on the WO in Field Service.

Confirm contact and ASM has been entered into Field Service.

Parts Ordering for Quoted Jobs

Procurement Specialist will purchase parts for quoted jobs. Trane Supply is the primary source for Trane parts. These orders are done by transfer between Supply and Service.

Outside vendors will be paid for with procurement cards or purchase orders.

Quoted Service Transition to Service Coordinator

The Procurement Specialist will reply to Transition Notification ensuring that Service Coordinator, AM, and ASM are included to let them know that we have transmitted the job and if applicable parts have been ordered along with any ETA for parts given.

Other Responsibilities of a Procurement Specialist :

WIP Reconcilement Report

WIP Reconcilement reports come from Americas Accounting (AAC) once a month, these will be distributed to the Procurement Specialist and will be completed and submitted by the deadline.

BOM Error Report

Each Friday this report will be generated. The Procurement Specialist will need to handle any items on this list for their area.

Hub Review

Each Administrator is responsible for reading / reviewing content through the hub to maintain proper education / information on updates for the role.

MWI Meetings

MWI meetings are required for all Service Administrative roles. You are responsible to attend all meetings for your area on video and with conversation.

Please come prepared to discuss any topics for the cadence of the meeting.

Kronos

Each Administrator is responsible for completing their timesheet daily. Correction needed are due by COB Friday before payroll.

Site Visits

Per the PDC goals each year, 1 mandatory site visits are required. These site visits are educational and allow for better understanding of our equipment.

PPE could be required for site visits(steel toed shoes, safety glasses, ear protection, etc)

Base Compensation Range : $51,000 - $103,000 annually.

Disclaimer : This base salary range is based on US national averages. Actual base pay could be a result of seniority, merit, experience, geographic location where the work is performed, etc.

This role has been designated as On-Site In-person required . Work must be done on-site daily. *The Company reserves the right to modify this designation should business needs require.

We offer competitive compensation and comprehensive benefits and programs. We are an equal opportunity employer; all qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, pregnancy, age, marital status, disability, status as a protected veteran, or any legally protected status.

Last updated : 2024-05-16