ERP业务调研问卷

在做ERP咨询与实施的过程中，咨询顾问、工程师发挥自己的专业技能，向企业用户调研，那么调研具体问些什么问题呢？调研完成后需总结出业务与未来系统标准功能的差异，针对差异提供解决方案。这就是调研的目的，为业务（流程）建模（设计）提供依据。

本文汇总了实施ERP过程中的问题列表，绝对干货，值得收藏、分享

Manage Intercompany Transactions

Activity List

• DefineIntercompany Master Data

• Pricingdetermination

• ExecuteIntercompany Posting

• Legaldocuments or the dispatch confirmation

• Intercompanystock transport used?

Fit/Gap Questions

How ispricing determined? Using standard conditions?

How arethe contribution margins between selling company and the buying companysettled?

Do anylegal documents accompany the goods?

If yes,how are the invoices posted? Manually/automatically?

Stock transport order

Activity List

• Stock transport order for plant to plant transfer

Fit/Gap Questions

STOprocess used for plant to plant transfer?

Materialcost are debited to include delivery cost?

Sales Contracts and Pricing

Activity List

• Sales gathering requirements from customers

• SBE approval of price requests

• Price confirmation letter

• Entering price condition records into SAP

• Establishing Price Authority Guidelines

• Carry out Pricing

• Contractprocess

Fit/Gap Questions

IsFinance included in your review process : If so, which tool do you use ?

Do youuse workflow ?

Howoften is pricing updated?Will Vendavo be used?Are there expectations in terms of alerts?Who manages pricing?Is Scale Pricing used?Are discount conditions used?

Arethere any approval requirements?

What arethe types of contract used - Quantity contract / value contract / servicecontract ?

Arelower level contracts derived from the Master contract?

Manage Customer Orders

Activity List

• CheckAvailability

• Availabilitycheck with product allocation

• CheckConfigurability of Material

• CheckCustomer Credit

• CheckPricing

• CreateConsignment Invoice and Forward Data to Accounting

• CreateCredit or Debit Memo Request

• CreateEntry Tools for Materials

• CreateOrder Entry Tools for Customers

• CreateSales Order

• Salesstrategy

• DetermineBusiness Partners

• CreateConsignment Delivery

• DetermineDelivery & Transportation

• DetermineForm of Payment Guarantee

• DetermineOrder Items

• DetermineOrder Items and Terms

• DeterminePricing

• DeterminePricing for Requested Material(s)

• EnterRequired Data

• ExecuteProcess Orders for Samples

• Sub-contractingprocess

• InitiateConfigurable Order Entry

• InitiateConsignment Order Entry

• OpenOrder and Initiate Order Entry

• PerformAvailability Check and Transfer of Requirements

• PerformAvailability Check and Transfer of Requirements

• PerformGoods Receipt

• PerformInvoice Verification

• ProcessBatch Determination

• Process Billing Due List/Create Invoice

• ReleaseConfigurable Sales Order

• ReleaseCredit or Debit Memo Request

• ReleaseOrder

• ReleaseOrder Process

• UseRecords During Order Entry

• OrderPlacement

• ATPCheck

• Checkagainst forecast

• ReportGeneration

• EDIVerification

• CreditCheck and Reviews

• Pricingupdates

• Acknowledgement/Confirmation

• Carrieradvice notification

• DealScreen review

Fit/Gap Questions

Isavailability (ATP) check done?

Isproduct allocation used? if yes is it at sold to party level or at ship-to-party level? Or a combination of both?

IsMaterial Configurability used? If yes, how?

How arecustomer credits supported?

How doyou do Pricing ?

How doyou handle Invoices for Consignments?

How areCredit & Debit Memos handled?

How dohandle Material Entry?

How doyou handle Order Entry?

Whatare the planning strategies used? Make to stock or make to order?

If itis make to order how the orders are settled? Using order settlement tocapture sales order stock?

Isthere any cost sheet attached for profitability analysis?

If yes,are standard SAP cost conditions like VPRS,EKO2 used?

HowParners are determined?

Areprices determined based on additional partner functions, or salesrepresentatives?

How doyou handle Consignment Deliveries??

How areDelivery and Transportation modes determined?

Arethere any condition exclusions to arrive best or least price?

Domarket fluctuations in price influence the pricing?

Doesprice fluctuate based on content or purity of the substance?

How aretaxes are calculated? Standard sap or third party software?

Howdoes the information flow back once the consignment agent has sold theproduct?

Isthere any verification done from EDI to pricing to the order and then to theinvoice?

How arethe batches are determined? Automatic or manual or any third-party system?

Dobatches influence the pricing?

Whatcontrols are used to manage EDI orders and / or orders with pricing orproduct availability concerns?

Do youuse scheduling agreements ?

Isthere any automatic order blocks ( for creditor returns) - ( 400 automatic)

How doyou manage backorder processing & automatic rescheduling ?

Whatkind of Sales order types by country ?

Specialorder type by function/process ?

Do youdo consignment orders ?

Do youcredit check your order ?

Do youuse 3rd party sales orders ?

Do youEDI orders ?

Do youemail, fax orders ?

Do youuse foriegn trade module ?

Do youuse SQRs ( Specific Quality Requirements) ?

Do youuse a different medium of creating orders ( ex: Internet orders, use aservice company?)

Pricing

Manualentry of pricing ( 400 allows)

Do youre-price ? If so, when does it need to happen ?

List ofspecial prices ?

Do youuse CMIRs ?

Pickingtickets : How are they managed ? (UK - Order: ROW - Delivery)

Do youuse customer contracts ?