SAP survey questionnaire (draft)

Source: Internet
Author: User

I. SD module survey questionnaire:

The purpose of this questionnaire is to understand the current situation and management level of customer management, identify problems and improvements, and understand the enterprise's requirements for current management consulting, describe the current management aspects and analyze customer needs to determine a complete business blueprint for the project implementation. (XX Company Research-caidian industry)

1. Determine the sales organization: Sales Company, Sales Department, National Sales Office, sales group, salesman, etc.

2. Types of products sold (product group): color TV, air conditioner, VCD, etc.

3. sales methods (channels): Direct sales, distribution, agency, etc.

4. Finished product warehouse structure: finished product Warehouse Management Department, finished product sub-database and finished product inventory points nationwide

5. Finished product warehouse delivery point

Basic Data

Products Sold

1. Types of products sold: finished products, semi-finished products, spare parts, purchased products, technical services, etc.

2. Category of products sold, inventory quantity of each type in each warehouse

3. Does the finished product management require batch management or serial number management for each product?

Target customers

1. Customer types: agents, distributors, direct users, and maintenance Stations

2. Customer roles: Sales party, delivery party, invoicing party, and payment party

3. Customer management requirements

Sales Price Management

1. Does the company implement product price management?

2. Product catalog price

3. Discount management for different products

4. Discount management for different products and customers

5. Other Price Management Modes

SD print output text

1. Text to be printed by SAP: sales order, shipping ticket, invoice, etc.

Standard sales order processing

1. How can a salesperson sign a sales contract or order with the customer?

2. How can the sales department of the department obtain the contract from the salesclerk of the office in a timely manner for handling?

3. Management of sales contracts or orders in this department: information integrity of sales orders-customers, products, quantity, delivery time, prices, payment conditions, transportation methods, etc.

4. production and delivery of the shipping ticket

5. Inventory Management of the finished product warehouse and delivery according to the shipping order

6. Finished product transportation management

7. Issue customer invoices

8. Payment Method of the customer: prepayment, cash in stock, installment payment, etc.

9. Management of customer receivables

Finished Product Warehouse Management

1. Finished Product Warehouse Information Integration

2. Goods transfer between finished products (stock transfer)

3. Goods receipt and delivery management of finished product warehouse

4. Inventory Management of finished Database

5. Finished product inventory report and Information System

Other business processes

1. SALESPERSON management/Performance Evaluation

2. Sales Inquiry/Quotation

3. Sales Framework Agreement/long-term sales contract

5. Export Trade

6. Free Product

7. Product Return Management

8. Sales Process of purchased goods

9. Customer Consignment management

10. Customer Credit Management

11. Connection between sales and after-sales services

Sales and distribution report/Information System

Questions about after-sales service interviews

Organizational Structure

1. After-sales service agencies: after-sales service agencies and maintenance centers of the headquarters/national offices

2. categories, quantities, and management modes of special repair sites

3. End User Information requirements

Basic after-sales service process

1. process description and flowchart of after-sales service

2. roles of various functional units: after-sales service management agencies, special maintenance stations, end users, and maintenance centers

3. After-sales service settlement

4. Application, shipment, allocation, management, and settlement of product Spare Parts

5. After-sales service performance evaluation

After-sales service object management

1. After-sales service object analysis (material, equipment, BOM, functioanl location )?

2. Object Management requirements: Classification Management and Product serial number Management

Basic Data Management

1. material master data
2. service object master data
3. Serve customer master data
4. Service Supplier master data
5. Material Classification System
6. product serial number Management

After-sales service certificate management
1. Form and content of the letter of guarantee

2. Certificate guarantee output format

Customer Interaction Center (CIC)

1. Structure/mode of the customer interaction center in the future

2. interaction Center telephone handling: Hotline (telephone records, service notifications, service completion), on-site/retrieval of repairs (telephone records, service notifications, service orders, fee settlement ), replacement spare parts delivery/settlement, etc.

3. Interaction Center telephone service monitoring: telephone response time control

4. Information Integration/sharing between telephone processing and sales and after-sales service modules of the Interaction Center

5. Interaction Center frontend technology: interfaces between SAP and telephone systems

Ii. MM module survey questionnaire:
The purpose of this questionnaire is to understand the current situation and management level of customer management, identify problems and improvements, and understand the enterprise's requirements for current management consulting, describe the current management aspects and analyze customer needs to determine a complete business blueprint for the project implementation.
1. How many materials does the company have?
2. How are materials classified and managed? For example, raw materials, semi-finished products, finished products, spare parts, and packaging.
3. What are the requirements of the company for material coding principles and management?
4. How many suppliers provide administrative (office supplies) materials?
5. Where are these suppliers located?
6. Are there any payment conditions for suppliers (for example, arrival payment, payment within 15 days, and 1% discount for payment within 30 days )? If so, what are included?
7. Does the payment to the supplier involve multiple currencies?
8. What types of suppliers are there?
Is it within the group?
Is it in China?
Is it from abroad?
Are there any suppliers that accept orders, supplier payers, supplier shipping parties, and other supplier partners?
9. are suppliers evaluated during procurement?
Is there a historical price for materials?
Is supplier behavior, price, quantity, transportation and Service evaluated?
10. How can I sign an order with the supplier? (Fax, signing orders according to the procurement contract, etc .)

11. who generates the purchase application (procurement plan, department requisition?
12. Do I need to authorize a purchase application? What is the authorization level?
13. Do I need to automatically generate a purchase application in the system?
14. Do I need to make a quotation in the system?
15. Do I need to automatically analyze and compare the quote of the supplier in the system?
16. Do I need to automatically select a supplier based on the quotation in the system?

17. How many procurement contracts do I have with suppliers?
18. Who created these contracts?
19. How often are these contracts modified?
20. Is the contract amount, quantity, or planned (with specific delivery time, quantity, etc?
21. Does the contract include freight, transportation, customs duties, customs clearance, and other conditions?

22. How is the current procurement contract managed?
23. Is the purchase order issued according to the procurement contract?

24. Is the approval for a purchase order determined by the amount as different approvers?

25. How is a purchase order asset, inventory, and cost? Whether there is storage purchase (the purchased materials are not the company's assets, but the company's assets when the materials are consumed), outsourcing procurement and sales-driven procurement (after the Sales Department places a sales order, the purchasing department purchases such materials.

26. Does the purchase order contain freight and duties?
27. Which department (finance or procurement) is the current invoice verification conducted?
28. How is freight and Tariff calculated?
29. What data does the invoice contain?
30. Does the company use standard price or moving average price for material cost accounting? How to Use managed?
31. Which materials will be included in the inventory management system? (Raw materials, semi-finished products, finished products, spare parts, office supplies, etc .)
32. Is there any management of zero-value inventory materials?

33. Do I need batch control for material management?

34. What is the current structure of the company's warehouse management (for example, whether there is division management for different database regions )?

35. Are all materials received directly in inventory management?
36. After receiving the goods, will the quality check be carried out, and whether the materials are put forward by the purchasing department or the receiving department to require the quality check?
37. Do I need to freeze the inventory when receiving the goods (that is, the materials cannot be received due to some reasons, and the materials must be temporarily saved for management and waiting for processing )?
38. Is there any direct consumption of goods received, that is, Department procurement, not inventory management after goods received?
39. Do I receive the goods according to the purchase order currently?
40. Why is there no receipt for the purchase order?
41. Are there any shipping items?

42. Is there any management of material reservation (pre-distribution of materials for the business to be processed in advance, such as the consumption of materials consumed by the Department?

43. Are you sure you want to deliver the goods to the cost center, that is, the Department's Non-production service?
44. Is the shipment reserved?
45. Are you sure you want to ship the goods from the inventory?
46. Are stock materials delivered to fixed assets?
47. Are there any products returned to the supplier?
48. Are claims processed for suppliers? What should I do?

49. Have materials been transferred from quality control status to frozen inventory status?
50. Has the item been moved from the frozen status to the qualified inventory status?
51. Are there any packages that can be returned for use?
52. Are you sure you want to manage and check the inventory of external suppliers?
53. Do I need to manage the inventory in transit for stock transfers between warehouses?
54. Is there any change to the inventory material code, that is, material a is converted into material B. Why?
55. What is the company's current inventory check strategy? Is it a general disk or a pumping disk? Is it a continuous inventory check or a periodic inventory check?
56. Which departments are involved in the inventory check and what is the operation process?

57. Are the materials to be inspected checked by General Inspection or sampling? Is there a damage check in the inspection and inventory management of the sampled materials?

Iii. PP module survey questionnaire:

The purpose of this questionnaire is to understand the current situation and management level of customer management, identify problems and improvements, and understand the enterprise's requirements for current management consulting, describe the current management aspects and analyze customer needs to determine a complete business blueprint for the project implementation.
Survey content:
1. Which information projects are implemented by the company, such as ERP, MRP, SCM, PDM, and OA.

2. What are the company's current PMC organizational structure, job settings, and personnel responsibilities?

3. What are the main problems with PP? Internal communication with other departments?

4. What kind of production model is there, such as order-based, inventory-based, and discrete? Can we repeat production or other products?

5. How many factories are there currently? Is there any outsourcing business? How to deal with outsourcing business?

6. What are the company's existing personnel and the proportion of production control department personnel? Is the flow of personnel large?

7. There are monthly plans for the production plan, weekly plans or daily production plans.

8. How to control the production progress and report the report or use the corresponding production Operating System

9. How does the business department send customer requirements to the production control department and how does the Production Control Department provide feedback to the business department?

10. Are there many types of production products? What is the production cycle and the corresponding material procurement cycle?

11. The BOM of the company is incomplete. At present, there are several layers of BOM. Are all materials stored in Bom? Or is there some separate security stock control? Who is responsible for the BOM and how is it issued to relevant departments? How is version company controlled?

12. Are all materials numbered? How do I define the material code? Is there a category? How many categories are there currently?

13. Is there a work instruction book for all processes and workflow for all products?

14. What is the company's picking process? What about return? How to deal with the decommission or loss part? What about alternative materials? Is there any picking ticket for all the materials? Will a warehouse without a picking ticket be delivered to the production line? If so, what should I do afterwards?

15. What is the company's logistics and warehouse management status? Such as cycle and inventory.

16. How does the company control the WIP of the production line? Will the production line be often waiting for or stacked?

17. Does the company have an IE (Industrial Engineering) department? Is there a complete man-hours evaluation system? Who is currently working on standard man-hours?

18. How does the company assess production capacity? Are there many bottlenecks in the production process? How does the company balance capabilities, whether it is equipment, human resources, or others?

19 are engineering changes frequently? Are changes recorded? Is there a project change notification (ECN? Who sent it?

20. How does one calculate material requirements? Is the system still manual? Is there a purchase order for all materials and the requirement plan accurate? Will there be a lot of such situations that I don't want?

21. There are several types of production lines, such as batch production, samples, and redo.

22. What are the most difficult aspects of the current production plan? Can the production plan match the actual production? Customers?
If you don't want it, do you want to produce a lot? What are the factors that result in poor production?

23. How does the production line collect materials? In the order of order. security order or after all?

24. How is customer property managed?

25. How is the shipping company managed?

26. What is the current customer delivery rate? How does the Production Planning Department increase the customer's delivery rate?

Iv. fi/CO module survey questionnaire:
The purpose of this questionnaire is to understand the current situation and management level of customer management, identify problems and improvements, and understand the enterprise's requirements for current management consulting, describe the current management aspects and analyze customer needs to determine a complete business blueprint for the project implementation.
1. The company's current accounting subject setting principles: Are customer supplier details set under accounts receivable and payable, and whether the expense subjects are subdivided into specific departments? Are business and management expenses reflected in the subjects?
2. What is the encoding principle of the company's subject? Are the encoding rules defined by the subject group (for example, cash bank deposits, current assets, liabilities, income, and expense?

3. Is there any external account management?

4. What types of customers are there currently? Is it divided into domestic customers (by province and city), foreign customers, Group Customers, one-time customers, and whether the customers are both customers and suppliers? If yes, will the accounts and payables be offset?

5. How to control and manage customer data, who is responsible for creating customer data, and how to ensure the uniqueness of customer data? How are customers' encoding rules defined? How many customers are there?

6. How to manage internal customers of the group?

7. Do customers use the payment conditions (for example, cash on delivery, 1% discount for payment within 15 days, and expiration after 30 days )? If so, what are included?

8. Is credit control imposed on customers? (For example, if the balance in the accounts receivable exceeds a certain limit, the invoicing service will be stopped )?
9. What types of suppliers are there? Is it divided into domestic suppliers (by province and city), foreign suppliers, group suppliers, one-time suppliers, and whether the suppliers are both suppliers and customers? If yes, will the payable receivables be offset?

10. How to control and manage Supplier Data, who is responsible for creating supplier data, and how to ensure the uniqueness of supplier data? How are supplier coding rules defined? How many suppliers are there?

11. How does the company manage internal suppliers of the group?

12. Are there any payment conditions for the supplier (for example, cash on delivery, payment within 15 days, and 1% discount for payment within 30 days )? If so, what are included?

13. What types of fixed assets (such as real estate, machine equipment, transportation, etc.) are the same types of fixed assets using the same depreciation method and service life?

14. How are fixed assets coding rules defined? How many fixed assets does the company currently have? What is the number of new fixed assets per month?

15. Who is responsible for the creation of primary data for fixed assets and what is the basis for creation? (For example, create a fixed asset based on the purchase requisition of the purchasing department, or create a fixed asset based on the received supplier invoice )? Are some high-value fixed assets managed separately or are multiple assets managed by components?

16. Are company fees collected by department or individual (for example, sales person or department manager? Is the Department or personal data reflected in the expense details or separately set?

17. Are you sure you want to set up a specific activity separately to collect relevant fees?

18. How is the company's income analyzed? (For example, by customer, region, product or sales company)
19. What are the main types of certificates (for example, receipt, payment, and transfer)? How many foreign currencies are there in daily business? What is the approximate number of creden? per month? How is the credential numbering rule defined? Is the monthly credential numbered again?

20. Does the credential accounting adopt a review process (that is, if the certificate is entered by a single user, it will be recorded after the review is approved by the reviewer )? If the credential audit process is adopted, whether the reviewer reviews the credential centrally at the end of the month or on a daily basis, how can the unaudited credential data be queried?

21. Do I use the red letter to offset the offset of the error credential or return credential?

22. Are bank reconciliation manually checked or processed by the system?

23. How is the company's current accounting year divided? How are there several accounting periods in a year and how are the start and end dates set?

24. Is the foreign exchange Exchange Gains and Losses revalued at the end of the month?

25. Whether to adjust the balance sheet at the end of the month (for example, for the credit receivable balance, debit payable balance, or restructuring based on the age, the adjustment credential is generated and is reversed in the next period)

26. Does the company generate consolidated reports and offset between inter-company transactions and internal inflated profits? Is it handled manually or automatically by the system?

27. Is the current sales invoice manually input by the finance personnel based on the invoice or is it automatically generated by the sales document integration? What are the monthly sales invoices?

28. Are customer receivables and freight receivables differentiated?

29. whether or not the customer collects the corresponding invoice according to the bill, and the specific receipt methods (cash, bank deposits, bills of exchange), such as the corresponding invoice receipt, should the customer specify the invoice or the finance personnel choose the invoice according to the relevant rules? Does the corresponding invoice have multiple receipts? Does it need to record the receipt history? Does the customer have a pre-paid account? Is the pre-paid account different from the normal payment? Is the customer's payment concentrated at the end of the month or on-demand payment based on the payment terms?

30. Are you sure you want to manage the cash forecast based on the payment terms of the sales order and invoice?

31. Will the customer be charged at the end of the month, and will the customer be charged based on different ages and receivables?

32. Currently, the invoice payable is manually input by the financial personnel based on the supplier invoice or automatically integrated by the procurement documents

33. How to make payment for the supplier? (For example, if you make a payment according to the payment terms or make a payment plan in combination), do you make a single payment for the invoice during payment, and do you have to make multiple payments for one invoice? Are the suppliers saved in prepaid accounts? Are the prepaid accounts and normal payments different subjects?

34. Can I deduct the input tax amount in the current purchase invoice after payment?

35. Do I perform cash forecast Management Based on purchase orders and invoices?

36. How does the company manage its employees? Is it based on internal customers, internal suppliers, or general ledger details?

37. Do I check the amount of the fixed assets purchased at present (for example, the fixed assets are worth more than 2,000 RMB )? How to differentiate the purchase of fixed assets and raw materials? Do financial personnel create fixed assets based on procurement applications or supplier invoices?

38. How many depreciation methods do fixed assets have at present? Does one fixed asset use multiple depreciation methods or different years of use to collect depreciation data? How is the monthly depreciation data recorded?

39. Is there any non-depreciation off-account assets that need to be managed?

40. Are projects under construction of low-value consumable products included in fixed assets for management?

41. Is there any splitting or restructuring of fixed assets? (For example, an asset is divided into several assets for management, and whether the depreciation method or service life has changed)

42. Is there any condition of asset suspension (for example, depreciation is suspended during the overhaul of the machine. Depreciation is accrued after the service is resumed, and the service life can be extended )?

43. What are the company's current investment in asset repair and upgrade? Does it directly increase the original asset value or re-evaluate the value before creating a new asset or directly recording it into the expense based on the scale of the investment?

44. Do I need to analyze the decommission status of each asset and carry forward the clearance of fixed assets?

45. How is the company's product cost controlled and calculated? Is the cost carry-over manually carried over at the end of the month or is it handled by the system? Is one-time carry-over at the end of the month or individual carry-over based on each business?

46. How does the company control fees? Are you specific to specific departments or individuals?

47. Do I collect separate fees for a specific activity and control the cost budget?

48. how do companies plan to control their expenses? What is the basis for setting plan data? (For example, the actual cost of each department in the above year is the reference or the contract signed based on certain activities, etc)

49. How does the company conduct statistical analysis on fee income? Is Profit Analysis Classified by product, region, customer, or sales company?

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