Sample warehouse management questionnaires for a new implementation & Support Project.

WM Questionnaires for New Implementation Project

Sample warehouse management questionnaires for a new implementation Project.

Here are some of the basic questions you can use to make detailed questionnaires. Some time business users not giving the answers in direct as needed for the requirement gatheration.

They will give indirect or turn around answers which is difficult to map or some time difficult to understand.

So we need to ask the repetitive questions to get our required answers..Otherwise @ end of implementation they will tell our expectation is different from the existing configuration or system setup.

So final answer will be "we are not satisfied" with this and finally money matters..

So we need to take more attention during requirement gathering phase and I cans say this phase is more vital than all other phase and we can take it more critical.

Here is the phase where consultants need more expertised act and need more patients in collecting the data from the users..

Normally experienced guys will have the ability to bring the answers form the business owners mind. I can say it is an art and it is not a work. They will just chit -chat with the business owner..

Once requirement is gathered we can easily map the process followed/existing process to SAP and sort out the GAPs in implementation...

Sample Questions

How many physically distinct warehouses do you want to create in SAP?

Which Warehouses are to be assigned to which Plant, Storage Location combinations?

a) Is the Warehouse an integrated part of the R/3 system or is it to interface with R/3 system?

b) Is Storage Unit Management active for the Warehouse?

c) Which 'Region' does the Warehouse belong to?

d) Weight UOM at Warehouse Level?

e) Volume UOM at Warehouse Level?

f) 1st Default UOMs to use for the Warehouse - (Unit of Issue/ Order Unit/ WM Unit of Measure ...?)

g) 2nd Default UOMs to use...?

h) Time/ Performance UOM

i) Blocking Indicator ("" "", ""A"" or ""B"")

j) Partial Picking - Multiple Processing option ("" "", ""1"", ""2"" or ""3"")

k) Message/ Notification for Capacity Check ("" "" - No Notification, ""F"" - Error, ""W"" - Warning)

l) Message/ Notification for Capacity Check ("" "" - No Notification, ""F"" - Error, ""W"" - Warning)

m) Message/ Notification for Capacity Check ("" "" - No Notification, ""F"" - Error, ""W"" - Warning)

How many Storage Types are identified for creation, in each Warehouse?

How many Storage section are needed per storage Type?

List all Picking Area in your Warehouse.

1) How many Doors are defined in the Warehouse?

2) Do you want Goods Issue to be processed via door?

3) Do you want Goods Receipts to be processed via door?

4) Do you want cross-docking activities to be processed via door?

5) Do you want direct stock allocation to be processed via door?

1) List all the material Staging Area in your Warehouse

2) Do you want Goods Issue to be processed via staging area?

3) Do you want Goods Receipts to be processed via staging area?

4) Do you want cross-docking activities to be processed via staging area?

5) Do you want direct stock allocation to be processed via staging area?"

List the storage bins that are used in your Warehouse.

List the Blocking Reasons.

A) Do you want to create Storage Bins Automatically?

B) Indicate the Fire containment section"

List the storage type indicator for material

A) Define the Storage unit type for Material

B) What is the Capacity usage of storage unit type?

C) Specify the unit of measure load category?

List the Storage Section indicator

State the Special movement Indicator

List the Bulk Storage Indicator

Activation of Storage type Search

Confirmation

A) Do you want material data to appear on inventory list? 

B) Do you want to display storage bin during entry of counted results?

C) Do you want to display material during the entry of counted results?

D) Which input method you want for inventory count?

E) Specify the deviation percentage between book inventory and physical inventory?

F) Do you want to allow input of quants on the next page?

A) Define the Inventory procedure to be used for the storage type?

B) Do you want the inventory to take place when the stock is placed in the empty storage bin?

C) Do you want the inventory to take place based on zero stock check, i.e. When the remaining quantity is removed from the bin?

D) Do you want to carry out Zero Stock Check? 

E) Do you want to define cycle counting inventory method for this storage type?

Define the difference and documents limits:

A) State the movement type for posting positive inventory difference?

B) State the movement type for clearing negative inventory difference?

C) State the maximum number of items in system inventory record?

A) Specify the Inventory Management movement type for posting(positive)/clearing(negative) Inventory differences?

B) Do you want to prohibit posting from all storage types other than one storage type(999)?

List the Fire Containment section in your Warehouse?

List the Hazardous material Warnings you want to use in your Warehouse Management?

List the Hazardous material Storage Warning

List the aggregate state of hazardous material

List the Region Codes

List the Storage Class for Hazardous material

Do you want to activate automatic Transfer Order creation?

Do you want disallow Goods Movement (Goods Receipt, Goods Issue, Posting Change) for Storage Type?

SAP WM Support Project Questionnaire

Q1)        List down storage location relevant for Warehouse Management

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Q2)        Do you have storage locations, which are not relevant for Warehouse Management?

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Q3)        Will you use storage locations for more than one plant? Name these storage locations and the relevant plants.

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Q4)        Describe the structure of your warehouse!

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Q5)        Do you have warehouses with stock of different plants?

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Q6)        List down Door define in the system?

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Q7)        List down picking define in the system?

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Q8)        Are you using external Warehouse control systems / subsystems? Do you plan to connect this system with the R/3 ?

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Q9)        Are you using bar-code / RFID system and interface with SAP?

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Q10)     Are you using any external system determining the storage bins for stock placement / remove? If yes then which system should determine the storage bins for stock placement / remove?

Q11)     For removals and batch management, which system should determine the batch?

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Q12)     Which system should generate the transport orders ?

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Q13)     How does your automated storage and retrieval system communicate to the legacy system? Explain or provide a design drawing.

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Q14)     Are your using SUT management?

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Q15)     Are pallets managed in the system with a unique number?

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Q16)     Are pallets managed in the system with a unique number?

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Q17)     Are materials posted to quality inspection after goods receipt, or are they in unrestricted-use stock?

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Q18)     Can goods be issued directly from the goods receipt area?

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Q19)     Do you post your materials to "blocked stock"?

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Q20)     Do you post your materials to return delivery stock?

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Q21)     Describe the individual steps from external goods receipt to final placement in storage (putaway).

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Q22)     Do you have capacity limits for your storage bins, for example, weight, volume...?

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Q23)     Is a transfer requirement is generating automatically at the time of a goods receipt with reference?

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Q24)     For which goods movements are transfer orders to be created automatically?

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Q25)     What kind of form (printout) are you taking for stock putaways (GR slip, transfer order form, sticker, etc.)?

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Q26)     Is procured material pending inspection posted to stock or does it remain in the goods receipt storage area? What happens with the samples: - Keep in GR area - post to stock - move to inspection area?

Explanation:  Will procured material pending inspection be placed into permanent storage or remain in the goods receipt storage area? What happens with the sample: - Keep in GR area - place into warehouse - move to inspection area?

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Q27)     Which parameters determine your putaway strategies?

Explanation:  Storage type search

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Q28)     Do you print the stock placement (putaway) document when the transfer order is created?

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Q29)     Are transfer orders confirmed manually or automatically?

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Q30)     Please list the storage types that have auto placement confirmation.

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Q31)     Are you maintaining placement strategies (for example, storage types, storage sections, storage bins) for your stock materials? If yes then what type of placement strategies are you using?

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Q32)     How many storage bins do you have per storage type?

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Q33)     How many stock putaways (items) do you have per day?

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Q34)     Do you have consignment stock from vendors?

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Q35)     Do you receive articles that have batch or serial numbers from vendors?

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Q36)     Do you create a pre-allocation of your materials within warehouse management?

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Q37)     Do you group together your pick list for multiple processing for a particular shipping point, route, pick date, stock placement, stock removal?

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Q38)     How do you handle stock differences that are noticed either at the time of transfer order confirmation or continuous inventory based on bin-to-bin transfer?

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Q39)     Are transfer orders confirmed separately or automatically by the system?

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Q40)     How much time elapses between delivery of the goods and their inspection, and between inspection and the arrival of the goods at their final destination? the destination bin.

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Q41)     How are the picking results confirmed?

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Q42)     Which documentation should accompany the goods that are returned to the vendor?

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Q43)     Which documentation should accompany the goods that are returned to the vendor?

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Q44)     Which movement types will you use for posting changes?

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[ ] Stock in quality inspection to unrestricted-use stock

            [ ] Blocked stock to stock in quality inspection

            [ ] Unrestricted-use stock to stock in quality inspection

            [ ] Change in material number

            [ ] Batch split

            [ ] Consignment stock to own stock

            [ ] Other

Q45)     What type of documentation (forms) is to be generated in the case of transfer postings?

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Q46)     Are you using any workflow to inform of a transfer posting?

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Q47)     Do you use storage-bin-to-storage-bin stock transfers?

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Q48)     Do you have warehouses with stock of different plants?

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Q49)     Do you carry out complete pallet removals and subsequent return transfers? If so, to which location is the merchandise returned?

Explanation:  Withdrawal of whole pallet = requirement to remove all stock

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Q50)     Will you maintain picking strategies?

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Q51)     Are pallets managed in the system with a unique number?

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Q52)     Is a transfer order is generating automatically at the time of a goods receipt with reference?

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Q53)     For which goods movements are transfer orders are created automatically?

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Q54)     What are the various user-exits that are used and for what purposes?

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Q55)     What is the number of SAP Warehouse management users?

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Q56)     What are the different outputs you use? Whether you use print out or email or fax or some other medium to send the outputs?

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Q57)     Do you have following documents?

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[ ] As-is To-Be document

[ ] Business blue print

[ ] User manual

[ ] Configuration documents

[ ] Test cases used for testing your system

[ ] Any other documents (Please specify)

Q58)     Are you using any Work Around? (Please Specify)

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Q59)     How many Z-Developments are their in your system? (Specify the T. codes & Use)

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Q60)     Do you have any core team?

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Q61)     Do you use interfaces to transfer data to or from SAP?

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