Questions: Warehouse Management

The following questionnaire checklist can be used as a reference for your

WM implementation user requirements gathering.

1) Do you have storage locations, which are not relevant for Warehouse

Management?

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

3) Describe the structure of your warehouse!

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

5) Which system should determine the storage bins for stock placement /
movement?

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

7) Which system should generate the transport orders?

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

Questions: Difference Processing

1) 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?

2) Are to-bin transfer orders confirmed separately or automatically by the

system?

3) Which data is confirmed (e.g. actual time, transport equipment used)?

4) Do you want to confirm the quantities involved in when stock is placed into or
taken out of storage manually or automatically?

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

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

7) Who is to be informed of a transfer posting? How is this person to be

informed?

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

Read also: Storage Bin Frequent Asked Questions

Questions: Difference Processing During Stock Placement

1) 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?
 

Questions: Confirmation of Stock Placement

1) Do you want to confirm the quantities involved in when stock is placed into or
taken out of storage manually or automatically?

Listed below are questionnaire checklist which can be used as a reference

for your WM implementation user requirements gathering.

Questions: Stock Placement Processing

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

A: [  ] Yes
     [  ] No

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

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

A: [  ] Yes
     [  ] No

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

A: [  ] Yes
     [  ] No
5) Do you post your materials to return delivery stock?

A: [  ] Yes
     [  ] No

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

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

Explanation:  Index for storage bin structure Index for storage bin structure

A: [  ] Yes
     [  ] No

8) Is a transfer requirement to be generated automatically at the time of a goods

receipt with reference?

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

10) What kind of form (printout) do you need for stock putaways (GR slip,
transfer order form, sticker, etc.)?

11) 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?

12) Which parameters determine your putaway strategies?

Explanation:  Storage type search

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

A: [  ] Yes
     [  ] No
14) Are transfer orders confirmed manually or automatically?

15) Please list the storage types that will have placement confirmation.

16) Does your legacy system automatically determine the storage bin in which to
place the materials? Is this done manually?

17) Who is notified of a stock putaway? How is this person notified?

18) Will you maintain placement strategies (for example, storage types, storage
sections, storage bins) for your stock materials?

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

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

21) Do you receive consignment stock from vendors?

A: [  ] Yes
     [  ] No

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

23) Do you create a pre-allocation of your materials within warehouse

management?

A: [  ] Yes
     [  ] No

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

25) Do you receive materials with batch or serial numbers from vendors?

Questions: Posting Change WM

1) Do you use transfer orders to implement transfer postings with respect to

consignment material?

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

3) What type of documentation (forms) is to be generated in the case of transfer

postings?
4) Who is to be informed of a transfer posting? How is this person to be
informed?
 

Questions: Warehouse Movement

1) Do you utilize bins for storing material?

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

3) Will you use storage locations for more than one plant? What are these storage
locations and the relevant plants.

4) Are you using external Warehouse control systems / subsystems? Do you plan
to connect this system with the SAP ?

5) Which system should determine the storage bins for stock placement /
removal?

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

7) Which system should generate the transport orders?

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

9) Do you need traceability of materials based on pallet information?

10) Do you want to control whether goods in the goods receipt zone are
displayed in the availability check?

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

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

13) Describe the individual steps from external goods receipt to final placement
in storage (put away).

14) Do you have capacity limits for your storage bins, for example, weight,
volume...?
15) Is a transfer requirement to be generated automatically at the time of a goods
receipt with reference?

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

17) What kind of form (printout) do you need for stock put away (GR slip,
transfer order form, sticker, etc.)?

18) Which parameters determine your put away strategies? 

19) Do you print the stock placement (put away) document when the transfer
order is created?

20) Are transfer orders confirmed manually or automatically?

21) Please list the storage types that will have placement confirmation.

22) Who is notified of a stock put away? How is this person notified?

23) Will you maintain placement strategies (for example, storage types, storage
sections, storage bins) for your stock materials?

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

25) How many stock put away (items) do you have per day?

26) Do you create a pre-allocation of your materials within warehouse

management?