PIPL Software Development Questionnaire (INVENTORY


Trinit i TECH Enterprise Resource Planning (ERP) Development

Survey Questionnaire



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Objective of the Questionnaire Instructions to Use Materials Overview Master Information Operational Information Inventory Analysis and Planning Physical Inventory and Cycle Counting Reports PIPL Page 2 of 12 . 8. 6. 5.PIPL Software Development Questionnaire (INVENTORY) Contents: 1. 7. 3. 4. 2.

Questionnaire after completion will form part of Survey document. It is recommended to refer to TOOMS for clarifications on Trinit i TECH Marshal Product features. Please add any additional information in regard to you is your business scenario. PIPL Page 3 of 12 . and model them for training. which will be further. Please add additional sheets where ever necessary. to enable user champions to prepare for the survey. Identify sample data for key business process. Identify exceptional scenarios in the customer business. which is conducted after the survey. These forms are normally provided few days before the survey. though the same is not asked in the questionnaire. • Collection of all Master Data. refined during process identification stage. Purpose of the Survey is to get a broad understanding of customer business. Understanding at this stage will be used to prepare sample processes for product training. Identifying important Master Data & Configuration information.PIPL Software Development Questionnaire (INVENTORY) 1. Instructions for Usage User Champions are expected to fill in this questionnaire. Objective of the Questionnaire Business Survey is an important milestone in Trinit i TECH Implementation. The key objectives of the Survey Questionnaire are as follows: • • • • Capturing broad level information on customer business. 2. Survey Questionnaire does not aim for: • Doing a comprehensive mapping of Business Process Flows. Trinit i TECH Consultant will assist user champion in completing the answers.

Purchase. Imports. Goods inwards. like. • 4 Item volumes – Indicate no of items in your company. etc. etc. 3 Item Classification – What are the normal classification methods followed in your organization.0 1. Some of the classifications are : • • • Finished Goods Raw Materials Utility Items. • • • • • • Raw-materials Intermediates Finished Goods Spare Parts Tools Consumables PIPL Page 4 of 12 . Planning.PIPL Software Development Questionnaire (INVENTORY) 1.0 1 Master Information Item Coding – How is the Item coding done in your company? 2 Item Grouping – How do you group items? Some of the examples are – By region : Local. Storage. Materials Overview Explain your materials function organization. Inventory Management. function of each sub department. How do you keep track of Engineering Change Management? 2. with details of organization chart. 2.

Do you use multiple unit of measures for the same item – for buying. Operational Information Goods Inwards / Inspection What are the documents received along with the consignment? List the documents and provide sample copies. 5. storing.0 3. 2. what is the logic for batch numbering? Is this vendor no or your no? PIPL Page 5 of 12 .1 1.Before unloading . How is the sampling for inspection done? 3.Before Storing to final place . inspection is done? . selling? 3. Do you have lot / batch management? If yes. In case inspection results are given after the storage. At what stage of goods arrival. 6. how do you keep track of material under inspection? Do you use returnable packaging? List various categories of returnable packaging.PIPL Software Development Questionnaire (INVENTORY) • • • • • • 5 Utilities Capital Service Model Kit Others (Specify) Unit of Measures : What are the various unit of measure you use in your organization.After storage 4.

PIPL Software Development Questionnaire (INVENTORY) What is the additional information that is recorded with each batch apart from batch no? 7. No of goods inward per month? Of this. Do you receive materials more than what is ordered in the PO? If yes. give details of local and imports separately. 9. Provide details of procedure and documentation followed in each case. How do you acknowledge to your vendor upon receipt of material? 13. 14. List various other types of receipt to warehouse? Example – goods receipt from production Goods receipt from customer returns Goods receipt from subcontractors. provide details. what do you do in such cases? 8. 12. Do you practice tolerance levels for under or over deliveries? If yes. Do you accept goods if the delivery date is before the scheduled date? If not what is the PIPL Page 6 of 12 . What are the internal documents made from the time of receiving materials till goods are moved to final location? How do you handle rejections? Do you send materials back? Do you allow sorting / repair? If yes. what are the documents made for goods transfer and receipt? 10. 11. where is repair carried out? If repair is carried out at vendor site.

what is the procedure to reconcile? 16. Intermediaries. etc. If there is a price difference in the receipt. List all sub divisions in each warehouse. bays / zones / bin nos. attach a layout of the warehouse. 2 Explain codification of your storage locations? List all warehouse codes. packing materials. Finished Goods. 5 Do you have aging for the materials? PIPL Page 7 of 12 . etc ? If yes.. Do you raise Capital PO? How are capital goods receipt handled? 3.PIPL Software Development Questionnaire (INVENTORY) criteria? 15. Also indicate the type of warehouse for each warehouse – Raw material.2 1 Storage List your storage locations? Provide details of various categories of items stored in each warehouse. wherever possible. Do you perform inter-Warehouse transfers? 4 Do you have expiry dates for the materials? If Yes. explain the usage with few cases. 3 Is your warehouse further divided in to further sub locations like. maintenance spare parts.

Good. explain the usage with few cases. 5 Do you make material requests to stores for PIPL Page 8 of 12 . Issues to customers Issues to production Issues to subcontractors Issues to cost centers Returns to suppliers Issues for samplings Issues to maintenance – spares Do you have emergency issues? In this case. 8 Do you store different lots physically separate? 9 Do you combine or split lots / batches? 3. Freeze. 3 Do you issue expired lots? If not how do you control this? 4 How many issues you make per month? Provide details by issue type. etc.3 1 • • • • • • • 2 List various types of issues made from each warehouse. you may not check for free stock.PIPL Software Development Questionnaire (INVENTORY) If Yes. 6 7 Do you have a separate location for quarantine materials? What are the various stages for the materials in the warehouse? Example – Reject.

value based or quantity based If yes explain with cases 2 3.PIPL Software Development Questionnaire (INVENTORY) issue of raw material 3.4 1 Adjustments Do you perform Inventory adjustments.5 1 How many Adjustments in a year / Month? Receipts Do you perform Inventory receipts? If yes explain with cases. 2 How many Receipts in a year / Month? PIPL Page 9 of 12 .

FIFO.PIPL Software Development Questionnaire (INVENTORY) 4. 4 5 How frequently do you perform write-offs for non-moving items? What is the valuation method followed? Raw Materials Indirect Materials Finished Goods WIP Moving Average. how often do you revise the standards? 5. LIFO. how often do you compute the rates? If you are using standard costing. 2 Do you use re-ordering methods? If yes. Standard Costing.0 1 Physical Inventory and Cycle Counting How often do you do physical inventory PIPL Page 10 of 12 . 6 7 If you are using moving average. what are the criteria followed? 3 How do you determine the ordering quantity? Explain in detail with different cases for each of the method followed.0 1 Inventory Analysis / Valuation What the various types of analysis used for inventory management? ABC analysis XYZ analysis FSN analysis VED analysis Coverage analysis Explain with actual cases.

PIPL Software Development Questionnaire (INVENTORY) checks? Do you have different frequencies for different types of items? 2 Do you perform 100 % item checks or random? If Random. PIPL Page 11 of 12 . what is the average no of items checked for batch? 4 What is the reconciliation mechanism for differences? 5 What are the authorization levels for reconciliation? 6 Provide sample documents followed for physical inventory valuation. what are the criteria for selecting items? 3 If physical counting is done in batches.

Example – purchase order. MIS reports are those. Exceptional reports are a subset of MIS reports. GRN. List of material requests not converted to PO PIPL Page 12 of 12 . which are used for analysis and follow-up. Stock Register for a period . Provide a copy of a sample report. meant for top management. Stock Register by Group etc 3 List all exception reports used across organization.0 1 Reports Provide a copy of sample reports of all operational documents. which are required for running the business. Example – List of PO outstanding beyond a month. 2 List all MIS reports typically used across organization. which provide only exceptional information.PIPL Software Development Questionnaire (INVENTORY) 6. Example – List of outstanding orders. etc. Operational documents are typically those documents. Provide a copy of sample report.

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