Questionaire

RD.
020 Business Process Questionnaire
OBM Level I
OBM Level II OBM Level III Application Category Process Analysis Questions
Business Intelligence Operations Intelligence Inventory BIS, INV Operations Setup Are Categories defined? (INV)
Business Intelligence Operations Intelligence Inventory BIS, INV Operations Setup Are Category Sets defined? (INV)
Business Intelligence Operations Intelligence Inventory BIS, INV Operations Setup Are ABC Groups defined? (INV)
Business Intelligence Operations Intelligence Inventory BIS, INV Operations Setup Are Cycle Counts set up? (INV)
Customer Service Administration Define and Maintain Service
(CS) Customer Service (CSS01) Infrastructure and Deployment Inventory Business Identify and note all AssembleTo Order (ATO) items on the Item master
Customer Service Administration Define and Maintain Service
(CS) Customer Service (CSS01) Infrastructure and Deployment Inventory Business Identify and note all Configurable items on the Item master.
Customer Service Administration Service/ OE / Inv /
(CS) Customer Service (CSS01) Define Service Delivery Strategy BOM Business Are there product Configuration requirements?
Customer Service Administration Determine which products on your Item Master are serviceable and note
(CS) Customer Service (CSS01) Define Service Delivery Strategy Inventory Business them.
Determine Service Programs and

Customer Service Administration warranty Terms and Conditions that
(CS) Customer Service (CSS01) Apply Inventory Business Do you define all product warranties in the appropriate Item BOM?
Determine Service Programs and
Customer Service Administration warranty Terms and Conditions that
(CS) Customer Service (CSS01) Apply Service/Inventory Business Which Items are returnable?
How do you measure the time it takes to close your accounting period?
(FM) Financial Management General Financial Accounting Not identified INV, WIP Period Close
How do you measure the labor resources involved to close your accounting
(FM) Financial Management General Financial Accounting Not identified INV, WIP Period Close period?
How long does it take to close your accounting period?
(FM) Financial Management General Financial Accounting Not identified COST, INV, WIP Period Close
Operations Analysis and Do you do any actual costing?
(FM) Financial Management Management Reporting Manage Product Costing INV, WIP Cost Analysis
Operations Analysis and What analysis is done on variances at period close?
(FM) Financial Management Management Reporting Manage Product Costing INV, WIP Cost Analysis
Operations Analysis and Do you use standard cost rollups?
(FM) Financial Management Management Reporting Manage Product Costing BOM, INV Cost Method
Operations Analysis and Do you simulate costs?
Operations Analysis and How often do you update product costs?
Operations Analysis and How do you track cost on miscellaneous transactions?
(FM) Financial Management Management Reporting Not identified COST, INV Grouping
Marketing Online/ Do you have collateral organized in kits?
(MK) Marketing Management Tactical Marketing Campaign Execution Inventory Literature Fulfillment
Marketing Online/ How do you currently inventory your collateral?
(MK) Marketing Management Tactical Marketing Campaign Execution Inventory Literature Fulfillment
Do you conduct periodic cycle counts?
(MM) Materials Management Not identified Not identified INV Policies
Do you conduct periodic wall-to-wall physical inventories?
(MM) Materials Management Not identified Not identified INV Policies
Do you have a separate warehouse location (on and off the system) to
denote staged shipments? If yes, what document authorizes the transfer?
(MM) Materials Management Picking and Shipping Pick and Stage Sales Orders INV, OM Shipping
Are the Pick Lists printed from Open Sales Orders?
(MM) Materials Management Picking and Shipping Print Sales Order Pick Lists INV, OM Shipping
Do you ship RMA replacement inventory to Customers?
(MM) Materials Management Picking and Shipping Ship Miscellaneous Shipments INV, OM Shipping
If yes, how do you create the customs documentation?
(MM) Materials Management Picking and Shipping Ship Sales Orders INV, OM Shipping
Do some customers require complete order shipments? Is this managed by
(MM) Materials Management Picking and Shipping Ship Sales Orders INV, OM Shipping the Pick List issue?
Do you ship from multiple locations? If so please elaborate on setup and
(MM) Materials Management Picking and Shipping Ship Sales Orders INV, OE Order Taking processing.
Do you confirm shipments before or after goods leave the dock? Please
(MM) Materials Management Picking and Shipping Ship Sales Orders INV, OE Ship Confirmation elaborate on how the process works.
Please describe how you ship replacement product?
(MM) Materials Management Picking and Shipping Ship Sales Orders INV, OE Return Shipment
Does the return shipment reference the original Sales Order? If so how is
(MM) Materials Management Picking and Shipping Ship Sales Orders INV, OE Return Shipment the reference made?
Do you have custom international shipping documents? If so - please
elaborate on setup and usage. Please provide SASE examples and identify
what information is required on international shipping documents.
(MM) Materials Management Picking and Shipping Ship Sales Orders OM,SE,INV Documents
Do you have a formal Material Review Board for Returned Goods
Disposition? If so - please describe how the Review Board processes
(MM) Materials Management Receiving and Inspection Manage Inspect Goods INV RMA returns disposition.
How do you receive product into your plant?

(MM) Materials Management Receiving and Inspection Manage Receive Goods INV RMA
Do you receive returns to a Repair Center? If so - please describe the
(MM) Materials Management Receiving and Inspection Manage Receive Goods INV RMA process.
If not, do you inspect items at receiving?
(MM) Materials Management Receiving and Inspection Manage Received Goods INV, PO Receiving
How are items selected for inspection?
386615105.xls Page 1
RD.020 Business Process Questionnaire
OBM Level I
Do Requestors receive their own materials via Self-Service Purchasing?
How are expensed items delivered to the requester?
Do you want to prevent receivers from seeing the quantity ordered or
(MM) Materials Management Receiving and Inspection Manage Received Goods INV, PO Receiving quantity remaining to receive (blind receiving)?
Do you receive substitute items?
How are the appropriate people notified when material is received that will
(MM) Materials Management Receiving and Inspection Manage Received Goods INV, PO Receiving relieve a shortage?
Do you use a receipt amount or dollar amount tolerance?
Do you perform (virtual) receipts of Drop Ship items?
If yes, then what document or event drives the receiving transaction?
How is the Transportation Plan communicated internally?
(MM) Materials Management Transportation Planning Communicate Plan INV, OM Transportation
Does the Transportation Plan effect available to promise dates to
(MM) Materials Management Transportation Planning Communicate Plan INV, OM Transportation customers?
Is the Transportation Plan generated off the system?
(MM) Materials Management Transportation Planning Communicate Plan OM, INV Transportation
Are they based on inventory needs at your regional sites?
(MM) Materials Management Transportation Planning Create Transportation Plan INV, OM Transportation
Does the Transportation Plan include Sales Order Shipments and Service
(MM) Materials Management Transportation Planning Create Transportation Plan INV, OM Transportation Repairs and RMA shipments?
Do you need a Transportation Calendar by customer, by supplier, by
(MM) Materials Management Transportation Planning Create Transportation Plan INV, OM Transportation carrier?
How do you manage your carriers?
(MM) Materials Management Transportation Planning Manage Carriers INV, OM Transportation
Do you wish to tender a load with a carrier via the Internet?
Do you need volume and weight information when tendering a load?
Do you wish to receive quotes for loads via the Internet?
Do you wish to record freight charges onto the Sales Orders at the time of
(MM) Materials Management Transportation Planning Manage Carriers INV, OM Transportation shipment?
Do you manage international shipments or does your carrier provide that
(MM) Materials Management Transportation Planning Manage Carriers INV, OM Transportation service?
Do you issue materials to non-production jobs?
(MM) Materials Management Warehouse Management Issue Material INV Issues
Do you issue materials to a Discrete Work Order using a pick list?
(MM) Materials Management Warehouse Management Issue Material INV, WIP Issues
Do you issue materials to a Repetitive Line using a pick list?
Do you issue materials to a Flow Line using a pick list?
How do you manage unplanned issues?
How do you handle materials returned from work orders?
How do you manage shortages?
(MM) Materials Management Warehouse Management Issue Material INV Shortages
Do you hold daily Shortage meetings?
(MM) Materials Management Warehouse Management Issue Material INV Shortages
How are the need for stock adjustments identified?
(MM) Materials Management Warehouse Management Manage Inventory INV Stock Adjustments
Are the causes for the stock adjustment researched?
Do you use a Miscellaneous transaction to adjust the inventory?
Do you have security on who can perform a Miscellaneous transaction?
Can you break out your miscellaneous transactions from more standard
(MM) Materials Management Warehouse Management Manage Inventory INV Stock Adjustments transaction processing?
Are miscellaneous transactions costing more than standard material
(MM) Materials Management Warehouse Management Manage Inventory COST, INV Stock Adjustments transactions?
Are you running your business with reliance on miscellaneous transactions?
Do you adjust inventory using miscellaneous transactions?
(MM) Materials Management Warehouse Management Manage Inventory COST, INV Stock Adjustments
How many miscellaneous transactions do you perform in a week?
How are Obsolete Materials identified?
(MM) Materials Management Warehouse Management Manage Inventory INV Obsolete Materials
Are Obsolete or Discrepant materials moved into a segregated area of the
(MM) Materials Management Warehouse Management Manage Inventory INV Obsolete Materials Warehouse?
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OBM Level I
What is the procedure to write-off Obsolete and Discrepant materials?
Do you track items by revision ?
Do you group and track items by lot? Why and how?
(MM) Materials Management Warehouse Management Manage Inventory INV Manage Items
Do use serial numbers to track items?
If yes, then when are serial numbers assigned (at receipt, at shipment)?
Are you able to view all transactions associated with a given revision, serial
(MM) Materials Management Warehouse Management Manage Inventory INV Manage Items number and/or lot?
Do you reserve inventory for projects?
If yes, then how do you prevent this inventory from being consumed
(MM) Materials Management Warehouse Management Manage Inventory INV Manage Items elsewhere?
How are the appropriate people notified when material shortages occur?
How do you measure inventory accuracy?
(MM) Materials Management Warehouse Management Manage Inventory INV Accuracy Programs
Do you use ABC Classifications? What criteria do you use to derive ABC
(MM) Materials Management Warehouse Management Manage Inventory INV Cycle Count Process values?
Who is responsible for Cycle Counts?
(MM) Materials Management Warehouse Management Manage Inventory INV Cycle Count Process
How often do you count all your items in any given inventory location?
How do you group material to count? Do you group by inventory location?
Do you do automatic cycle counts for items that show "zero" on hand?
Do you cycle count while inventory is being transacted for other business
(MM) Materials Management Warehouse Management Manage Inventory INV Cycle Count Process purposes?
Do you enter blind counts?
Once inventory accuracy problems are identified, how do you modify
(MM) Materials Management Warehouse Management Manage Inventory INV Cycle Count Process procedures that caused the inaccuracy?
Do you allow inventory adjustments independent of cycle counts and
(MM) Materials Management Warehouse Management Manage Inventory INV Cycle Count Process physicals?
Who is allowed to do inventory adjustments?
Do you need management sign-off for adjustments beyond a certain dollar
(MM) Materials Management Warehouse Management Manage Inventory INV Cycle Count Process value?
Is there a tolerance level for physical inventory?
What are your Inventory tolerances?
Do you require recounts on out of tolerance parts?
Do you research inventory variances?
Do you update you procedures once transaction errors that led to Inventory
(MM) Materials Management Warehouse Management Manage Inventory INV Cycle Count Process inaccuracy are identified? Retrain?
How often do you take physical inventories?
(MM) Materials Management Warehouse Management Manage Inventory INV Physical Inventory
Do you shut down production for wall-to-wall physicals?
Do you have a separate Physical Inventory database?
Do you freeze Inventory?
Do you create Inventory tags?
How long does a wall-to-wall physical take?
Do you enter blind counts?
Do you actually count components in WIP or just value the location?
Do you reconcile transaction logs on a regular basis?
Is inventory accuracy a part of group and individual performance ratings?
Is there an incentive system for maintaining or improving the inventory
(MM) Materials Management Warehouse Management Manage Inventory INV Physical Inventory accuracy goals?
What is the overall accuracy goal?
When was your last inventory accuracy measurement?
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OBM Level I
How often is production stopped due to shortages?
How many parts are on a daily shortage list?
What is the accuracy by inventory location and/ or by ABC class?
How do you manage scrap materials from the Warehouse?
(MM) Materials Management Warehouse Management Manage Scrap Material INV Scrap
How do you manage scrap materials from a work order?
(MM) Materials Management Warehouse Management Manage Scrap Material INV, WIP Scrap
Does Cost Accounting need to approve scrap materials?
(MM) Materials Management Warehouse Management Manage Scrap Material INV, WIP Scrap
Are all warehouses the responsibility of the Materials group (or does Sales
(MM) Materials Management Warehouse Management Not Identified OM,SE,INV Whse Mgmt own FGI, or Quality Control own increasing Inspection)?
Do you drop ship from your Suppliers? How?
(MM) Materials Management Warehouse Management Not Identified OM,SE,INV Whse Mgmt
Do you manage Consigned Inventories?
Do you supply material from one plant/warehouse to another? How? How
(MM) Materials Management Warehouse Management Not Identified OM,SE,INV Whse Mgmt is this material accounted for?
How are picking discrepancies managed?
(MM) Materials Management Warehouse Management Not Identified OM, INV Whse Mgmt
How is Put Away location communicated for receiving items?
How is Put Away location determined for warehouse items?
How many warehouses are there ?
Do you use Row/Aisle/Bin Locators in your Warehouse?
(MM) Materials Management Warehouse Management Put Away Goods INV, OM Warehouse Mgmt.
How is Put Away location determined?
How are discrepancies managed?
What are the methods of replenishment used in your Warehouse?
(MM) Materials Management Warehouse Management Receive to Inventory INV Replenishment
Do you use MRP to trigger material replenishment ?
If yes, describe the replenishment process(es).
Do you use min - max to trigger material replenishment ?
Do you use Reorder Point to trigger material replenishment?
Do you use Replenishment Count to trigger material replenishment ?
Do you use Kanbans to trigger material replenishment?
How do you determine the number of units replenished by a single Kanban
(i.e., Kanban size) Vs the number of Kanban cards per item?
Is the total number of units (Kanban size times number of Kanban cards)
(MM) Materials Management Warehouse Management Receive to Inventory INV, PLANNING Replenishment based on a forecast?
Is replenishment lead time a factor in this determining Kanban size and
(MM) Materials Management Warehouse Management Receive to Inventory INV Replenishment number of Kanban cards?
How do you create and print Kanban cards?
How do you implement ECN changes for Kanban controlled items?
(MM) Materials Management Warehouse Management Receive to Inventory ENG, INV Replenishment
How do you cancel Kanban cards?
Is any Kanban replenishment sourced directly from a supplier?
(MM) Materials Management Warehouse Management Receive to Inventory INV, PO Replenishment
If yes, then how do you determine which purchasing document (Purchase
Requisition; Purchase Order/ Line Item) is associated with a given Kanban
(MM) Materials Management Warehouse Management Receive to Inventory INV, PO Replenishment card?
How do you determine the status of that purchasing document?

(MM) Materials Management Warehouse Management Receive to Inventory INV, PO Replenishment
Is any Kanban replenishment sourced from a production department or line
(MM) Materials Management Warehouse Management Receive to Inventory INV, WIP Replenishment in your facility?
If yes, then are these items manufactured in a Discrete, Repetitive, or Flow
(MM) Materials Management Warehouse Management Receive to Inventory INV, WIP Replenishment environment?
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OBM Level I
How do you determine which manufacturing document (work order,
(MM) Materials Management Warehouse Management Receive to Inventory INV, WIP Replenishment repetitive or flow schedule) is associated with a given Kanban?
How do you determine the status of that manufacturing document
(MM) Materials Management Warehouse Management Receive to Inventory INV, WIP Replenishment (released, complete)?
Is any Kanban replenishment sourced from a stockroom or warehouse
(MM) Materials Management Warehouse Management Receive to Inventory INV Replenishment within your division?
If yes, then what document is generated to drive that replenishment?
How do you determine which document is associated with a given Kanban?
How do you determine the status of that document?
Is any Kanban replenishment sourced from a stockroom or warehouse in a
(MM) Materials Management Warehouse Management Receive to Inventory INV Replenishment different division in your company?
If yes, then what document is generated to facilitate that replenishment?
(MM) Materials Management Receiving and Inspection (MMS01) MM1136 INV Whse Mgmt Do you drop ship from your Suppliers? How?
(MM) Materials Management Receiving and Inspection (MMS01) MM1136 INV Whse Mgmt Do you manage Consigned Inventories?
(MM) Materials Management Receiving and Inspection (MMS01) MM1135 INV Receipts What is the frequency of scale and equipment calibration?
(MM) Materials Management Receiving and Inspection (MMS01) MM1136 INV Receiving Other Do you receive expense items?
(MM) Materials Management Receiving and Inspection (MMS01) MM1136 INV Receiving Other Do you currently have the ability to scan Vendor Item
numbers with a mobile device?
(MM) Materials Management Receiving and Inspection (MMS01) MM1136 INV Receiving Other Do you scan information when doing Receiving? If so, can
we have a sample label?
(MM) Materials Management Receiving and Inspection (MMS01) MM1136 INV Receiving Other Do you wish to use license plate numbers for receiving and
at what level of detail? Carton, pallet, cart, etc.
(MM) Materials Management Receiving and Inspection (MMS01) MM1136 INV Receiving Other Do you need to capture attributes for a lot or serial number
when the item is received?
(MM) Materials Management Receiving and Inspection (MMS01) MM1136 INV Receiving Other Do you receive substite parts or supplier part numbers that
are different then your own?
(MM) Materials Management Receiving and Inspection (MMS01) MM1138 INV Receiving Do you receive material through a blanket PO?
(MM) Materials Management Receiving and Inspection (MMS01) MM1138 INV Receiving Do you receive material through a ASN?
(MM) Materials Management Receiving and Inspection (MMS01) MM1138 INV Receiving Are you currently performing a type of express receipt
process? If not, would you like to?
(MM) Materials Management Receiving and Inspection (MMS01) MM1189 INV Receiving, Does the person doing the receiving required to enter the
Inspection accepted and rejected quantities? Purchasing Type
Inspection
(MM) Materials Management Receiving and Inspection (MMS01) MM1189 INV Receiving, For quality inspections is there a collection plan that is set up
Inspection by a Quality Team? Do you plan on using Oracle Quality
Applications?
(MM) Materials Management Receiving and Inspection (MMS01) MM1189 INV Receiving, How do you inspect serial controlled material? Individually
Inspection and by range.
(MM) Materials Management Receiving and Inspection (MMS01) MM1138 INV Receiving, Do you print labels are receiving? If yes, may I have a
Labeling sample.
(MM) Materials Management Receiving and Inspection (MMS01) MM1135 INV Receiving Does your organization use cross docking?
(MM) Materials Management Receiving and Inspection (MMS01) MM1135 INV Receiving When receiving material, are tolerances set?
(MM) Materials Management Receiving and Inspection (MMS01) MM1135 INV Receiving Do you plan material receipts into the receiving dock? If so,
Policies what does the schedule look like? May we have a copy?
(MM) Materials Management Inventory Management (MMS02) MM1141 INV Issues Do you issue materials to non-production jobs?
(MM) Materials Management Inventory Management (MMS02) MM1141 INV, WIP Issues Do you issue materials to a Discrete Work Order using a pick
list?
(MM) Materials Management Inventory Management (MMS02) MM1141 INV, WIP Issues Do you issue materials to a Repetitive Line using a pick list?
(MM) Materials Management Inventory Management (MMS02) MM1141 INV, WIP Issues Do you issue materials to a Flow Line using a pick list?
(MM) Materials Management Inventory Management (MMS02) MM1141 INV, WIP Issues How do you manage unplanned issues?
(MM) Materials Management Inventory Management (MMS02) MM0410 INV, WIP Issues How do you handle materials returned from work orders?
(MM) Materials Management Inventory Management (MMS02) MM0410 INV Shortages How do you manage shortages?
(MM) Materials Management Inventory Management (MMS02) MM0410 INV Shortages Do you hold daily Shortage meetings?
(MM) Materials Management Inventory Management (MMS02) MM0410 INV Stock How are the need for stock adjustments identified?
Adjustments
386615105.xls Page 5
OBM Level I
(MM) Materials Management Inventory Management (MMS02) MM0410 INV Stock Are the causes for the stock adjustment researched?
Adjustments
(MM) Materials Management Inventory Management (MMS02) MM0410 INV Stock Do you use a Miscellaneous transaction to adjust the
Adjustments inventory?
(MM) Materials Management Inventory Management (MMS02) MM0410 INV Stock Do you have security on who can perform a Miscellaneous
Adjustments transaction?
(MM) Materials Management Inventory Management (MMS02) MM0410 INV Stock Can you break out your miscellaneous transactions from
Adjustments more standard transaction processing?
(MM) Materials Management Inventory Management (MMS02) MM0410 COST, INV Stock Are miscellaneous transactions costing more than standard
Adjustments material transactions?
(MM) Materials Management Inventory Management (MMS02) MM0410 INV Stock Are you running your business with reliance on
Adjustments miscellaneous transactions?
(MM) Materials Management Inventory Management (MMS02) MM0410 INV Stock How many miscellaneous transactions do you perform in a
Adjustments week?
(MM) Materials Management Inventory Management (MMS02) MM1090 INV Manage Items How are the appropriate people notified when material
shortages occur?
(MM) Materials Management Inventory Management (MMS02) MM1090 INV Whse Mgmt How are picking discrepancies managed?
(MM) Materials Management Inventory Management (MMS02) MM0406 INV Whse Mgmt How is Put Away location communicated for receiving items?
(MM) Materials Management Inventory Management (MMS02) MM0406 INV Whse Mgmt How is Put Away location determined for warehouse items?
(MM) Materials Management Inventory Management (MMS02) MM0406 INV Warehouse Do you use Row/Aisle/Bin Locators in your Warehouse?
Mgmt.
(MM) Materials Management Inventory Management (MMS02) MM0406 INV Warehouse How is Put Away location determined?
Mgmt.
(MM) Materials Management Inventory Management (MMS02) MM0406 INV Warehouse How are discrepancies managed?
Mgmt.
(MM) Materials Management Inventory Management (MMS02) MM1141 INV Replenishment What are the methods of replenishment used in your
Warehouse?
(MM) Materials Management Inventory Management (MMS02) MM1141 INV Replenishment Do you use MRP to trigger material replenishment ?
(MM) Materials Management Inventory Management (MMS02) MM1141 INV Replenishment If yes, describe the replenishment process(es).
(MM) Materials Management Inventory Management (MMS02) MM1141 INV Replenishment Do you use min - max to trigger material replenishment ?
(MM) Materials Management Inventory Management (MMS02) MM1141 INV Replenishment Do you use Reorder Point to trigger material replenishment?
(MM) Materials Management Inventory Management (MMS02) MM1141 INV Replenishment Do you use Replenishment Count to trigger material
replenishment ?
(MM) Materials Management Inventory Management (MMS02) MM1141 INV Replenishment Do you use Kanbans to trigger material replenishment?
(MM) Materials Management Inventory Management (MMS02) MM1141 INV Replenishment How do you determine the number of units replenished by a
single Kanban (i.e., Kanban size) Vs the number of Kanban
cards per item?
(MM) Materials Management Inventory Management (MMS02) MM1141 INV Replenishment Is the total number of units (Kanban size times number of
Kanban cards) based on a forecast?
(MM) Materials Management Inventory Management (MMS02) MM1141 INV Replenishment Is replenishment lead time a factor in this determining
Kanban size and number of Kanban cards?
(MM) Materials Management Inventory Management (MMS02) MM1141 INV Replenishment How do you create and print Kanban cards?
(MM) Materials Management Inventory Management (MMS02) MM1141 INV Replenishment How do you implement ECN changes for Kanban controlled
items?
(MM) Materials Management Inventory Management (MMS02) MM1141 INV Replenishment How do you cancel Kanban cards?
(MM) Materials Management Inventory Management (MMS02) MM1141 INV Replenishment Is any Kanban replenishment sourced directly from a
supplier?
(MM) Materials Management Inventory Management (MMS02) MM1141 INV Replenishment If yes, then how do you determine which purchasing
document (Purchase Requisition; Purchase Order/ Line
Item) is associated with a given Kanban card?
(MM) Materials Management Inventory Management (MMS02) MM1141 INV Replenishment How do you determine the status of that purchasing
document?
(MM) Materials Management Inventory Management (MMS02) MM1141 INV Replenishment Is any Kanban replenishment sourced from a production
department or line in your facility?
(MM) Materials Management Inventory Management (MMS02) MM1141 INV Replenishment If yes, then are these items manufactured in a Discrete,
Repetitive, or Flow environment?
386615105.xls Page 6
OBM Level I
(MM) Materials Management Inventory Management (MMS02) MM1141 INV Replenishment How do you determine which manufacturing document (work
order, repetitive or flow schedule) is associated with a given
Kanban?
(MM) Materials Management Inventory Management (MMS02) MM1141 INV Replenishment How do you determine the status of that manufacturing
document (released, complete)?
(MM) Materials Management Inventory Management (MMS02) MM1141 INV Replenishment Is any Kanban replenishment sourced from a stockroom or
warehouse within your division?
(MM) Materials Management Inventory Management (MMS02) MM1141 INV Replenishment If yes, then what document is generated to drive that
replenishment?
(MM) Materials Management Inventory Management (MMS02) MM1141 INV Replenishment How do you determine which document is associated with a
given Kanban?
(MM) Materials Management Inventory Management (MMS02) MM1141 INV Replenishment How do you determine the status of that document?
(MM) Materials Management Inventory Management (MMS02) MM1141 INV Replenishment Is any Kanban replenishment sourced from a stockroom or
warehouse in a different division in your company?
(MM) Materials Management Inventory Management (MMS02) MM1141 INV Replenishment If yes, then what document is generated to facilitate that
replenishment?
(MM) Materials Management Inventory Management (MMS02) MM0410 INV Security Do you have security requirements on who can enter data
for inventory accuracy?
(MM) Materials Management Inventory Management (MMS02) MM0410 INV Security Do you have security requirements on who can run inventory
accuracy reports?
(MM) Materials Management Inventory Management (MMS02) MM0410 INV Security Will there need to be terminal security for inventory
accuracy?
(MM) Materials Management Inventory Management (MMS02) MM0410 INV Security Do you have security requirements on who can enter data
for inventory accuracy?
(MM) Materials Management Inventory Management (MMS02) MM1148 INV Stock Is inventory transferred between warehouses? plants?
Adjustments distribution centers?
(MM) Materials Management Inventory Management (MMS02) MM1090 INV Warehouse Mgt Is inventory staged prior to being used in production? How is
it done? Is a picklist used?
(MM) Materials Management Inventory Management (MMS02) MM0406 INV Other How do you handle movement activities? Do you provide
paperwork between locations? On-line transactions? Who
does this function?
(MM) Materials Management Inventory Management (MMS02) MM1148 INV Other How long does it take on average to move inventory
between warehouses? Do you keep track of in-transit
inventory?
(MM) Materials Management Inventory Management (MMS02) MM0406 INV Other Do you separate inventory storage? Are Raw Materials
stored separately? Finished Goods? Does this impact MRP
reporting requirements?
(MM) Materials Management Inventory Management (MMS02) MM0406 INV Receiving Do you use bar coding technology? What type? In what
Policies ways?
(MM) Materials Management Inventory Management (MMS02) MM0406 INV Receiving Is bar coding a long term objective? What is the timing?
Policies
(MM) Materials Management Inventory Management (MMS02) MM0406 INV Putaway Rules Does your business require incoming material to fill the
forward pick locations to fill whenever it comes in and stack
the rest in the bulk pick locations?
(MM) Materials Management Inventory Management (MMS02) MM0406 INV Putaway Rules Do you currently have put away rules that are used to
suggest an optimal put away location for material when it is
received? If yes, a copy is needed for setup. If no, do you
wish is establish a set of rules?
(MM) Materials Management Inventory Management (MMS02) MM1090 INV Picking Process Do you pick loose items into an LPN?
(MM) Materials Management Inventory Management (MMS02) MM1090 INV Picking Process Do you pick whole LPNs
(MM) Materials Management Inventory Management (MMS02) MM1090 INV Picking Process Do you pick multiple LPNs, ex. Pick 5 boxes of 10 each for a
task to pick 50
(MM) Materials Management Inventory Management (MMS02) MM1090 INV Picking Process Do you pick from LPNs?
(MM) Materials Management Inventory Management (MMS02) MM1090 INV Picking Process Do you build larger LPNs?
(MM) Materials Management Inventory Management (MMS02) MM1090 INV Picking Process Do you view cartonization suggestions?
(MM) Materials Management Inventory Management (MMS02) MM1090 INV Picking Process What types of pick methodology does your company use?
Cluster, Order, Zone, Bulk, Paper based, Pick and Pass
label picking or User defined?
(MM) Materials Management Shipping (MMS03) MM1923 INV Outbound How are your shipments planned?
Logistics
(MM) Materials Management Shipping (MMS03) MM1923 INV Outbound Are you currently packing material for different deliveries in
Logistics the same LPN?
(MM) Materials Management Shipping (MMS03) MM1923 INV Outbound Do you create deliveries prior to pick release?
Logistics
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OBM Level I
(MM) Materials Management Shipping (MMS03) MM1924 INV Task Loading Do you load material onto equipment and than accept
another task?
(MM) Materials Management Shipping (MMS03) MM1924 INV Task Loading Do you drop material being shipped into a staging lane?
(MM) Materials Management Shipping (MMS03) MM1924 INV Task Loading Does your current system have the ability to view pending
tasks by resource?
(MM) Materials Management Shipping (MMS03) MM1924 INV Staging Are orders consolidated at the staging area?
(MM) Materials Management Shipping (MMS03) MM1924 INV Loading After the delivery has been loaded, would your shipping
manager be comfortable with the fork lift driver confirming
the delivery?
(MM) Materials Management Shipping (MMS03) MM1924 INV Loading Do ship materials sequenced for the customer?
Shipping (MMS03) MM1149 INV Shipping After the shipment is confirmed do you send ASNs?
(MM) Materials Management
(MM) Materials Management Shipping (MMS03) MM1149 INV Shipping Are there any penalities incurred if the shipments arrive late
to the customer?
(MM) Materials Management Shipping (MMS03) MM1149 INV Shipping Are any items shipped with returnable containers?
(MM) Materials Management Shipping (MMS03) MM1149 INV Shipping Is there a system in place to track returnable containers?
(MM) Materials Management Quality Management (MMS04) MM1150 INV Obsolete How are Obsolete Materials identified?
Materials
(MM) Materials Management Quality Management (MMS04) MM1150 INV Obsolete Are Obsolete or Discrepant materials moved into a
Materials segregated area of the Warehouse?
(MM) Materials Management Quality Management (MMS04) MM1150 INV Obsolete What is the procedure to write-off Obsolete and Discrepant
Materials materials?
(MM) Materials Management Quality Management (MMS04) MM1198 INV Obsolete Do you track items by revision ?
Materials
(MM) Materials Management Quality Management (MMS04) MM1150 INV Scrap How do you manage scrap materials from the Warehouse?
(MM) Materials Management Quality Management (MMS04) MM1150 INV, WIP Scrap How do you manage scrap materials from a work order?
(MM) Materials Management Quality Management (MMS04) MM1150 INV, WIP Scrap Does Cost Accounting need to approve scrap materials?
(MM) Materials Management Quality Management (MMS04) MM1150 INV Obsolete Do you have inventory that expires or is time sensitive? How
Materials is it currently controlled?
(MM) Materials Management Quality Management (MMS04) MM1150 INV Issues Are material shortages an issue for your operation?
(MM) Materials Management Quality Management (MMS04) MM1198 INV Obsolete Do you have inventory that expires or is time sensitive? How
Materials is it currently controlled?
(MM) Materials Management Quality Management (MMS04) MM1150 INV Policies Do you control inventory by lot status or QC hold codes?
(MM) Materials Management Quality Management (MMS04) MM1140 INV Obsolete How is rejected or out-of-spec inventory handled/controlled?
Materials
(MM) Materials Management Warehouse Administration (MMS05) MM1097 INV Manage Items Do you group and track items by lot? Why and how?
(MM) Materials Management Warehouse Administration (MMS05) MM1097 INV Manage Items Do use serial numbers to track items?
(MM) Materials Management Warehouse Administration (MMS05) MM1097 INV Manage Items If yes, then when are serial numbers assigned (at receipt, at
shipment)?
(MM) Materials Management Warehouse Administration (MMS05) MM1097 INV Manage Items Are you able to view all transactions associated with a given
revision, serial number and/or lot?
(MM) Materials Management Warehouse Administration (MMS05) MM1151 INV Accuracy How do you measure inventory accuracy?
Programs
(MM) Materials Management Warehouse Administration (MMS05) MM1151 INV Cycle Count Do you use ABC Classifications? What criteria do you use to
Process derive ABC values?
(MM) Materials Management Warehouse Administration (MMS05) MM1151 INV Cycle Count Who is responsible for Cycle Counts?
Process
(MM) Materials Management Warehouse Administration (MMS05) MM1151 INV Cycle Count How often do you count all your items in any given inventory
Process location?
(MM) Materials Management Warehouse Administration (MMS05) MM1151 INV Cycle Count How do you group material to count? Do you group by
Process inventory location?
(MM) Materials Management Warehouse Administration (MMS05) MM1151 INV Cycle Count Do you do automatic cycle counts for items that show "zero"
Process on hand?
(MM) Materials Management Warehouse Administration (MMS05) MM1151 INV Cycle Count Do you cycle count while inventory is being transacted for
Process other business purposes?
(MM) Materials Management Warehouse Administration (MMS05) MM1151 INV Cycle Count Do you enter blind counts?
Process
(MM) Materials Management Warehouse Administration (MMS05) MM1151 INV Cycle Count Once inventory accuracy problems are identified, how do
Process you modify procedures that caused the inaccuracy?
(MM) Materials Management Warehouse Administration (MMS05) MM1151 INV Cycle Count Do you allow inventory adjustments independent of cycle
Process counts and physicals?
386615105.xls Page 8
OBM Level I
(MM) Materials Management Warehouse Administration (MMS05) MM1151 INV Cycle Count Who is allowed to do inventory adjustments?
Process
(MM) Materials Management Warehouse Administration (MMS05) MM1151 INV Cycle Count Do adjustments need management approval?
Process
(MM) Materials Management Warehouse Administration (MMS05) MM1151 INV Cycle Count Do you need management sign-off for adjustments beyond a
Process certain dollar value?
(MM) Materials Management Warehouse Administration (MMS05) MM1151 INV Cycle Count Is there a tolerance level for physical inventory?
Process
(MM) Materials Management Warehouse Administration (MMS05) MM1151 INV Cycle Count What are your Inventory tolerances?
Process
(MM) Materials Management Warehouse Administration (MMS05) MM1151 INV Cycle Count Do you require recounts on out of tolerance parts?
Process
(MM) Materials Management Warehouse Administration (MMS05) MM1151 INV Cycle Count Do you research inventory variances?
Process
(MM) Materials Management Warehouse Administration (MMS05) MM1151 INV Cycle Count Do you update your procedures once transaction errors that
Process led to Inventory inaccuracy are identified? Retrain?
(MM) Materials Management Warehouse Administration (MMS05) MM0414 INV Physical How often do you take physical inventories?
Inventory
(MM) Materials Management Warehouse Administration (MMS05) MM0414 INV Physical Do you shut down production for wall-to-wall physicals?
Inventory
(MM) Materials Management Warehouse Administration (MMS05) MM0414 INV Physical Do you have a separate Physical Inventory database?
Inventory
(MM) Materials Management Warehouse Administration (MMS05) MM0414 INV Physical Do you freeze Inventory?
Inventory
(MM) Materials Management Warehouse Administration (MMS05) MM0414 INV Physical Do you create Inventory tags?
Inventory
(MM) Materials Management Warehouse Administration (MMS05) MM0414 INV Physical How long does a wall-to-wall physical take?
Inventory
(MM) Materials Management Warehouse Administration (MMS05) MM0414 INV Physical Do you actually count components in WIP or just value the
Inventory location?
(MM) Materials Management Warehouse Administration (MMS05) MM0414 INV Physical Do you reconcile transaction logs on a regular basis?
Inventory
(MM) Materials Management Warehouse Administration (MMS05) MM0414 INV Physical Is inventory accuracy a part of group and individual
Inventory performance ratings?
(MM) Materials Management Warehouse Administration (MMS05) MM0414 INV Physical Is there an incentive system for maintaining or improving the
Inventory inventory accuracy goals?
(MM) Materials Management Warehouse Administration (MMS05) MM0414 INV Physical What is the overall accuracy goal?
Inventory
(MM) Materials Management Warehouse Administration (MMS05) MM0414 INV Physical When was your last inventory accuracy measurement?
Inventory
(MM) Materials Management Warehouse Administration (MMS05) MM0414 INV Physical How often is production stopped due to shortages?
Inventory
(MM) Materials Management Warehouse Administration (MMS05) MM0414 INV Physical How many parts are on a daily shortage list?
Inventory
(MM) Materials Management Warehouse Administration (MMS05) MM0414 INV Physical What is the accuracy by inventory location and/ or by ABC
Inventory class?
(MM) Materials Management Warehouse Administration (MMS05) MM1097 INV Sales What are the units of measure you use when you order
items?
(MM) Materials Management Warehouse Administration (MMS05) MM0409 OM, INV,SE Whse Mgmt Are all warehouses the responsibility of the Materials group
(or does Sales own FGI, or Quality Control own increasing
Inspection)?
(MM) Materials Management Warehouse Administration (MMS05) MM1950 INV Whse Mgmt Do you supply material from one plant/warehouse to
another? How? How is this material accounted for?
(MM) Materials Management Warehouse Administration (MMS05) MM0409 INV Whse Mgmt How many warehouses are there ?
(MM) Materials Management Warehouse Administration (MMS05) MM1097 INV Maintenance What units of measures do you use?
(MM) Materials Management Warehouse Administration (MMS05) MM1097 INV Maintenance What are the conversions you use between units of
measures
(MM) Materials Management Warehouse Administration (MMS05) MM1151 INV Accuracy How do you audit your inventory accuracy data?
Programs
(MM) Materials Management Warehouse Administration (MMS05) MM1151 INV Accuracy How efficient would you rate your inventory management
Programs process?
(MM) Materials Management Warehouse Administration (MMS05) MM1151 INV Accuracy What time intensive inventory accuracy processes need to
Programs be addressed?
(MM) Materials Management Warehouse Administration (MMS05) MM1097 INV Manage Items How many items do you have and of what types? Raw
materials, packaging, intermediates, finished goods
(MM) Materials Management Warehouse Administration (MMS05) MM1097 INV Manage Items What is your current naming convention for items? Does the
current code communicate information about the item?
386615105.xls Page 9
OBM Level I
(MM) Materials Management Warehouse Administration (MMS05) MM1097 INV Reporting What types of reports are currently used to manage the
inventory function. Give examples
(MM) Materials Management Warehouse Administration (MMS05) MM1097 INV Maintenance What is the volume for inventory transactions?
(MM) Materials Management Warehouse Administration (MMS05) MM1097 INV Maintenance What types of inventory transactions are done? Items,
quantities, etc.
(MM) Materials Management Warehouse Administration (MMS05) MM1097 INV Maintenance In what areas of the business are inventory transactions
performed?
(MM) Materials Management Warehouse Administration (MMS05) MM1097 INV Policies How is inventory controlled? By lot, sublot, location or a
combination of these?
(MM) Materials Management Warehouse Administration (MMS05) MM1097 INV Maintenance How are lot numbers configured? Random, sequential, date?
(MM) Materials Management Warehouse Administration (MMS05) MM1097 INV Maintenance If you use multiple units of measures on an item how do you
keep and order the inventory?
(MM) Materials Management Warehouse Administration (MMS05) MM1097 INV Planning Is inventory responsibility segmented by inventory type or by
buyer/planner?
(MM) Materials Management Warehouse Administration (MMS05) MM1097 INV Maintenance Who updates item master information?
(MM) Materials Management Warehouse Administration (MMS05) MM0409 INV Warehouse Mgt How do you have warehouses set up? Do you have
consignment warehouses?
(MM) Materials Management Warehouse Administration (MMS05) MM0409 INV Warehouse Mgt Are warehouses location controlled?
(MM) Materials Management Warehouse Administration (MMS05) MM0409 INV Warehouse Mgt Are distribution centers used for finished goods?
(MM) Materials Management Warehouse Administration (MMS05) MM0409 INV Warehouse Mgt Do you have an inventory locator system? Is it automated or
manually maintained?
(MM) Materials Management Warehouse Administration (MMS05) MM1151 INV Accuracy Do you have documentation on your current system
Programs requirements for inventory accuracy?
(MM) Materials Management Warehouse Administration (MMS05) MM1151 INV Cycle Count Do you have a cycle count program? What procedures are
Process available?
(MM) Materials Management Warehouse Administration (MMS05) MM1151 INV Cycle Count What is the count frequency for items based on ABC
Process ranking?
(MM) Materials Management Warehouse Administration (MMS05) MM1151 INV Cycle Count What are the daily count volumes by rankiing?
Process
(MM) Materials Management Warehouse Administration (MMS05) MM0414 INV Reconciliation What inventory losses or gain were booked for the last
physical inventory and cycle count?
(MM) Materials Management Warehouse Administration (MMS05) MM0414 INV Physical What are your current accuracy levels for physical inventory
Inventory gains/losses?
(MM) Materials Management Warehouse Administration (MMS05) MM1151 INV Cycle Count What are your current accuracy levels for cycle count
Process variances/
(MM) Materials Management Warehouse Administration (MMS05) MM0414 INV Physical What are your inventory tolerances?
Inventory
(MM) Materials Management Warehouse Administration (MMS05) MM0414 INV Physical Do you perform multiple counts for each entry with different
Inventory counters? Do you compare counts? What happens when
counts do not match? Do you recount? Send different
counters to verify? Auditors?
(MM) Materials Management Warehouse Administration (MMS05) MM0414 INV Physical How do you handle zero quantities or negative balances
Inventory during the Physical Inventory process? Empty locations
even though the computer has a value?
(MM) Materials Management Warehouse Administration (MMS05) MM0414 INV Physical How do you inventory silos? Bulk storage? Off-site?
Inventory Finished Goods, Rejected material, Off-site, Rail Cars or
Totes?
(MM) Materials Management Warehouse Administration (MMS05) MM0414 INV Physical Do you use special inventory adjustment codes for physical
Inventory inventory? How many? Who is responsible for update?
(MM) Materials Management Warehouse Administration (MMS05) MM0414 INV Physical What types of problems are uncovered during the
Inventory reconciliation process? Incorrect Item #'s? Un-entered
receipts or shipments? Are the problems itemized by
severity
(MM) Materials Management Warehouse Administration (MMS05) MM0414 INV Physical How do you book a reconciled inventory? What types of
Inventory presentation occur to upper management? May we have
samples?
(MM) Materials Management Warehouse Administration (MMS05) MM1151 INV Cycle Count Do you have special characteristics in your cycle count
Process program (i.e., Control Counts for expensive items)?
(MM) Materials Management Warehouse Administration (MMS05) MM1151 INV Cycle Count What types of cycle count procedures are in place? Do
Process they audit approvals internally? Externally? Have you
been relieved of physical inventories due to your program?
(MM) Materials Management Warehouse Administration (MMS05) MM1151 INV Reconciliation How do you reconcile cycle counts? Do you use the
variance method to book? Total Quantity Replacement?
386615105.xls Page 10
OBM Level I
(MM) Materials Management Warehouse Administration (MMS05) MM1151 INV Reporting What types of reports originate from cycle counting?
Physical Inventory? May we have samples?
(MM) Materials Management Warehouse Administration (MMS05) MM0414 INV Reporting Do you require special output for your Audit firm? For
Corporate? May we have samples?
(MM) Materials Management Warehouse Administration (MMS05) MM0414 INV,GL Policies Do you have a financial inventory close process?
(MM) Materials Management Warehouse Administration (MMS05) MM0414 INV,GL Other How do you close an accounting period for inventory
accuracy?
(MM) Materials Management Warehouse Administration (MMS05) MM0414 INV,GL Other How long does it take to close an accounting period for
accuracy?
(MM) Materials Management Warehouse Administration (MMS05) MM0414 INV,GL Other Is closing an accounting period for inventory accuracy a hard
or soft close?
(MM) Materials Management Warehouse Administration (MMS05) MM0414 INV,GL Stock How are adjustments to closed periods for inventory
Adjustments accuracy handled?
(MM) Materials Management Warehouse Administration (MMS05) MM0414 INV,GL Other How do you open an accounting period for inventory
accuracy?
(MM) Materials Management Warehouse Administration (MMS05) MM0414 INV,GL Other Who performs the tasks associated with opening and closing
an accounting period for inventory accuracy?
(MM) Materials Management Warehouse Administration (MMS05) MM0414 INV,GL Reporting Are inventory accuracy reports standard across multiple Sets
of Books?
(MM) Materials Management Warehouse Administration (MMS05) MM0414 INV,GL Reporting What account codes are required on inventory accuracy
reports?
(MM) Materials Management Warehouse Administration (MMS05) MM0414 INV,GL Reconciliation What were the inventory swings in dollars for actual
inventory versus accounting book values?
(MM) Materials Management Warehouse Administration (MMS05) MM0414 INV,GL Physical What was the inventory write-off in dollars
Inventory
(MM) Materials Management Warehouse Administration (MMS05) MM0414 INV,GL Reporting What type of information is exchanged with Finance
regarding inventory?
(MM) Materials Management Warehouse Administration (MMS05) MM0414 INV,GL Planning Do you use safety stock to reduce variation between supply
and demand
(MM) Materials Management Warehouse Administration (MMS05) MM0414 INV,GL Issues How is inventory allocated to shipments and production
orders?
(MM) Materials Management Warehouse Administration (MMS05) MM0414 INV,GL Receipts What occurs when there is a mismatch between documents
and validated counts?
(MM) Materials Management Warehouse Administration (MMS05) MM0414 INV,GL Stock How do you track inventory movements, receipts, quality
Adjustments problems? Is the information manually kept or automated?
(MM) Materials Management Warehouse Administration (MMS05) MM0414 INV,GL Policies What levels of inventory accuracy are required for
maintaining continuous efficient production? How ere these
levels defined?
(MM) Materials Management Warehouse Administration (MMS05) MM1097 INV Maintenance What types of units of measures do you use, volume, mass,
etc?
(MM) Materials Management Warehouse Administration (MMS05) MM1097 INV Other Do you have a list of specific UOM Types defined? These
are used to classify UOM groups, to measure a particular
physical characteristic. (Ex: volume, mass, length, count.)
(MM) Materials Management Warehouse Administration (MMS05) MM1097 INV Other Do you have a table of all current Units of Measure that are
used by your company? May we have a copy?
(MM) Materials Management Warehouse Administration (MMS05) MM1097 INV Maintenance Who will be responsible for the maintenance of UOM Types,
UOM's, and UOM conversions? Which users should be
given access to these system setup forms?
(MM) Materials Management Warehouse Administration (MMS05) MM1942 INV Employee Do you have a list of employees who will be performing tasks
Resources on the mobile apps will be required.
(MM) Materials Management Warehouse Administration (MMS05) MM1942 INV Employee Do you have a list of equipment with their attributes to match
Resources the equipment to the task that will be used in the
Warehouse?
(MM) Materials Management Warehouse Administration (MMS05) MM1950 INV WMS Rules Do you have specific business rules for Picking? If so, what
Engine are they.
(MM) Materials Management Warehouse Administration (MMS05) MM1950 INV WMS Rules Do you have specific business rules for putting away
Engine materials? If so, what are they.
(MM) Materials Management Warehouse Administration (MMS05) MM1950 INV WMS Rules Do you have a set of GL accounts that contain on hand
Engine inventory? If so, what are they.
(MM) Materials Management Warehouse Administration (MMS05) MM1950 INV WMS Rules Do you have task type assignment rules? If so, what are
Engine they.
(MM) Materials Management Warehouse Administration (MMS05) MM1950 INV WMS Rules Do you have different label formats for different label types?
Engine If so, what are they.
(MM) Materials Management Yard Administration (MMS06) MM0401 INV Shipping Do you preload trailers and let the carrier pick it up at a later
time?
(MM) Materials Management Transportation & Distribution MM0382 INV Shipping How are your shipments being confirmed? Quick ship, LPN
Planning (MMS07)
Ship or Dock door ship.
386615105.xls Page 11
OBM Level I
(MM) Materials Management Transportation & Distribution MM0382 INV Shipping What are the assigned numbers for your dock doors and
Planning (MMS07)
staging lanes?
(MM) Materials Management Transportation & Distribution MM0382 INV Shipping What documents are printed during the Ship confirm
Planning (MMS07)
process?
(MM) Materials Management Transportation & Distribution MM1943 INV Shipping Do you currently setup dock door appointments for your
Planning (MMS07)
deliveries?
(MM) Materials Management Transportation & Distribution MM0398 INV Carriers How far in advance do you call your freight carriers?
Planning (MMS07)
(MM) Materials Management Transportation & Distribution MM0398 INV Carriers Who selects the freight carrier, you or your customer?
Planning (MMS07)
(MM) Materials Management Transportation & Distribution MM0399 INV Carriers Do you currently have a report on the freight carriers ontime
Planning (MMS07)
performance?
(MM) Materials Management Transportation & Distribution MM1943 INV Plan Trips Do you currently have a daily truck loading report?
Planning (MMS07)
(MM) Materials Management Transportation & Distribution MM1943 INV Plan Trips Explain the trip planning process?
Planning (MMS07)
(OP) Operations Shop Floor Execution Perform Work Center Operations INV, WIP Rework How do you account for scrap due to rework?
Does rework impact standard production capacity? If so - please describe
(OP) Operations Shop Floor Execution Perform Work Center Operations INV, WIP Rework how.
Non-standard Describe the process for storing distribution rework?
(OP) Operations Shop Floor Resource and Scheduling not identified INV, WIP Workorders
Non-standard Do you repair customer products?
(OP) Operations Shop Floor Resource and Scheduling not identified INV, OE, WIP Workorders
Non-standard Do you perform product upgrades?
(OP) Operations Shop Floor Resource and Scheduling not identified INV, OE, WIP Workorders
Non-standard Do you perform tear-down operations?
Non-standard Where do you source spare parts for non-standard jobs?
Non-standard Do you allocate material prior to releasing a work order for production ?
Do you do any outside processing?
(OP) Operations Shop Floor Resource and Scheduling not identified INV, PO, WIP Production Type
Do you use work orders or schedules to record material transactions only?
(OP) Operations Shop Floor Resource and Scheduling not identified INV, WIP Production Type
Is there a work order - part number - customer relationship?
(OP) Operations Shop Floor Resource and Scheduling not identified INV, WIP Production Type
Repetitive Do you keep any components for repetitive production on the production
(OP) Operations Shop Floor Resource and Scheduling not identified INV, WIP Production floor?
Do you have a formal Material Review Board for Returned Goods
Issue Returned Material Disposition? If so - please describe how the Review Board processes
(OF) Order Fulfillment Customer Returns Authorizations INV RMA returns disposition.
Do you have a special subinventory for Returned Goods? If so - please

Issue Returned Material describe this subinventory and how it is used in return transactions.
(OF) Order Fulfillment Customer Returns Authorizations OM,INV Inventory
Issue Returned Material Do you track lot numbers when product is returned? If so - please describe
(OF) Order Fulfillment Customer Returns Authorizations INV RMA Receiving the process.
Issue Returned Material Do you track serial numbers when product is returned? If so - please
(OF) Order Fulfillment Customer Returns Authorizations INV RMA Receiving describe the process.
Issue Returned Material If the return is for credit, who is responsible for credit?
(OF) Order Fulfillment Customer Returns Authorizations OM, INV, AR Credit
Issue Returned Material Will you accept obsolete product for return? If so - please describe the
(OF) Order Fulfillment Customer Returns Authorizations OM, INV RMA process.
Will you keep obsolete parts to repair Customer returns? If so - where do
Issue Returned Material you store these parts and how are they used and differentiated from other
(OF) Order Fulfillment Customer Returns Authorizations OM,INV Inventory stock?
Are Customer returns sent to one of your plants/warehouse? Or are they
(OF) Order Fulfillment Customer Returns Not Identified INV, OM, SE Shipping sent to a third party first?
(OF) Order Fulfillment Customer Returns Not Identified INV, OM, SE Receiving Are items received directly into inventory?
(OF) Order Fulfillment Customer Returns Not Identified INV, OM, SE Return Shipment Do you measure returns against original shipments?
Do you receive returns to a 3rd party? if so - please describe the process.
(OF) Order Fulfillment Customer Returns Not Identified INV, OM, SE RMA
Do you receive returns to a Repair Center? If so - please describe the
(OF) Order Fulfillment Customer Returns Not Identified INV, OM, SE RMA process.
Do you require documentation (ie, Purchase Order or Return Material
(OF) Order Fulfillment Customer Returns Not Identified INV, OM, SE Receiving Authorization) before an item can be received?
(OF) Order Fulfillment Customer Returns Not Identified INV, OM, SE Shipping Do you ship RMA replacement inventory to customers?
Does the return shipment reference the original Sales Order? If so how is
(OF) Order Fulfillment Customer Returns Not Identified INV, OM, SE Return Shipment the reference made?
(OF) Order Fulfillment Customer Returns Not Identified INV, OM, SE Receiving How are items received?
(OF) Order Fulfillment Customer Returns Not Identified INV, OM, SE Receiving If not, do you inspect items at receiving?
(OF) Order Fulfillment Customer Returns Not Identified INV, OM, SE Return Shipment Is the replacement order a non-revenue shipment?
(OF) Order Fulfillment Customer Returns Not Identified INV, OM, SE Return Shipment Please describe how you ship replacement product?
(OF) Order Fulfillment Invoicing and Collection Process Adjustments OM, INV,AR Credit How does the credit department get the return goods information?
Will credit memos be issued automatically upon return, or will you have
(OF) Order Fulfillment Invoicing and Collection Process Adjustments OM, INV,AR Credit special procedures for credit memos?
386615105.xls Page 12
OBM Level I
Do you check Available to Promise prior to quoting ship date? If so please
elaborate on how you meet requested date by setup and processing.
(OF) Order Fulfillment Order Entry and Scheduling Enter Orders OM,INV Order Taking
Do you give the Customer a ship date while on the phone? If so please
elaborate on how you meet requested date by setup and processing.
To what extent do you attempt to promise a time component for populating
Date Requested information when entering sales order lines for shipment?
Do you ship from multiple locations? If so please elaborate on setup and
(OF) Order Fulfillment Order Entry and Scheduling Manage Orders OM,INV Order Taking processing.
Are you able to view all transactions associated with a given revision, serial
(OF) Order Fulfillment Order Entry and Scheduling Manage Products and Pricing OM,SE, INV Manage Items number and/or lot?
Do customers order products by lot or serial no.? If so please elaborate on
(OF) Order Fulfillment Order Entry and Scheduling Manage Products and Pricing OM,SE, INV Product Types setup and processing.
Do customers order products by revision level? If so please elaborate on
(OF) Order Fulfillment Order Entry and Scheduling Manage Products and Pricing OM,SE, INV Product Types setup and processing.
Do customers reference their part numbers or yours? How and when are
(OF) Order Fulfillment Order Entry and Scheduling Manage Products and Pricing OM,SE, INV Product Types Customer part numbers referenced?
(OF) Order Fulfillment Order Entry and Scheduling Manage Products and Pricing OM,SE, INV Manage Items Do use serial numbers to track items?
(OF) Order Fulfillment Order Entry and Scheduling Manage Products and Pricing OM,SE, INV Manage Items Do you group and track items by lot? Why and how?
Do you have a material catalogue? If so please elaborate on setup and
(OF) Order Fulfillment Order Entry and Scheduling Manage Products and Pricing OM,INV Product Types processing.
Do you sell expiration dated material? If so please elaborate on setup and
(OF) Order Fulfillment Order Entry and Scheduling Manage Products and Pricing OM,INV Product Types processing.
Do you sell multiple units of measure for a single product? If so please
(OF) Order Fulfillment Order Entry and Scheduling Manage Products and Pricing OM,INV Product Types elaborate on setup and processing.
(OF) Order Fulfillment Order Entry and Scheduling Manage Products and Pricing OM,SE, INV Manage Items Do you track items by revision ?
Do you use container items (items that contain other items)? If so please
(OF) Order Fulfillment Order Entry and Scheduling Manage Products and Pricing OM,INV Product Types elaborate on setup and usage.
Do you use decimal quantities for units or items? Do you allow returns or
(OF) Order Fulfillment Order Entry and Scheduling Manage Products and Pricing OM, AR, GL, INV Manage Items orders in decimal quantities?
Do you use load items (items that are loaded into a container)? If so please
(OF) Order Fulfillment Order Entry and Scheduling Manage Products and Pricing OM,INV Product Types elaborate on setup and usage.
(OF) Order Fulfillment Order Entry and Scheduling Manage Products and Pricing OM,INV Product Types How many valid order products do you have?
If yes, then when are serial numbers assigned (at receipt, at shipment)?
(OF) Order Fulfillment Order Entry and Scheduling Manage Products and Pricing OM,SE, INV Manage Items
Is there a cross reference to the customer part number? If so please
elaborate on setup and processing. If not - is there a manual cross
(OF) Order Fulfillment Order Entry and Scheduling Manage Products and Pricing OM,SE, INV Product Types reference? If so please elaborate on setup and processing.
(OF) Order Fulfillment Order Entry and Scheduling Manage Products and Pricing OM, AR, GL, INV Manage Items What are the units of measure you use when you order items?
(OF) Order Fulfillment Order Entry and Scheduling Not Identified OM,SE,INV, ATP ATP Do you need to reserve items globally?
Do you reserve items from other than the defaulted warehouse? Do you
(OF) Order Fulfillment Order Entry and Scheduling Not Identified OM,SE,INV, ATP ATP need to view other warehouses?
How do you reserve item(s) for customers and orders? Please explain in
(OF) Order Fulfillment Order Entry and Scheduling Not Identified OM,SE,INV ATP detail.
(OF) Order Fulfillment Order Entry and Scheduling Setup Order Process OM, INV Transportation Are they based on inventory needs at your regional sites?
Do you have custom international shipping documents? If so - please
elaborate on setup and usage. Please provide SASE examples and identify
what information is required on international shipping documents.
(OF) Order Fulfillment Order Entry and Scheduling Setup Order Process OM,SE,INV Documents
Do you manage international shipments or does your carrier provide that
(OF) Order Fulfillment Order Entry and Scheduling Setup Order Process OM, INV Transportation service?
(OF) Order Fulfillment Order Entry and Scheduling Setup Order Process OM, INV Transportation Do you need volume and weight information when tendering a load?
(OF) Order Fulfillment Order Entry and Scheduling Setup Order Process OM, INV Transportation Do you wish to receive quotes for loads via the Internet?
Do you wish to record freight charges onto the Sales Orders at the time of
(OF) Order Fulfillment Order Entry and Scheduling Setup Order Process OM, INV Transportation shipment?
(OF) Order Fulfillment Order Entry and Scheduling Setup Order Process OM, INV Transportation Do you wish to tender a load with a carrier via the Internet?
Does the Transportation Plan effect available to promise dates to
(OF) Order Fulfillment Order Entry and Scheduling Setup Order Process OM, INV Transportation customers?
Does the Transportation Plan include Sales Order Shipments and Service
(OF) Order Fulfillment Order Entry and Scheduling Setup Order Process OM, INV Transportation Repairs and RMA shipments?
(OF) Order Fulfillment Order Entry and Scheduling Setup Order Process OM, INV Transportation How do you manage your carriers?
(OF) Order Fulfillment Order Entry and Scheduling Setup Order Process OM, INV Transportation How is the Transportation Plan communicated internally?
What are the types of documents that you generate? Please provide a
(OF) Order Fulfillment Order Entry and Scheduling Setup Order Process OM,SE,INV Documents complete, current list, and samples of each.
Order Specification and Do you have a validation process for configured orders?
(OF) Order Fulfillment Configuration Setup Review and Resolve Exceptions OM,INV Product Types
Order Specification and Who and how do you review or resolve exceptions or changes on
(OF) Order Fulfillment Configuration Setup Review and Resolve Exceptions OM,INV Product Types configured orders?
Order Specification and Setup Order Specification and Do you have a special price list for configured products? If so - how does it
(OF) Order Fulfillment Configuration Setup Configuration OM,INV Product Types differ and please provide a sample.
Order Specification and Setup Order Specification and Do you have constraint or specific rules for configuration orders?
(OF) Order Fulfillment Configuration Setup Configuration OM,INV Product Types
Order Specification and Setup Order Specification and Do you have documentation that is required to accompany the configured
(OF) Order Fulfillment Configuration Setup Configuration OM,INV Product Types item(s) on the order?
Order Specification and Setup Order Specification and How do you check Available to Promise for configured orders?
(OF) Order Fulfillment Configuration Setup Configuration OM,INV Product Types
386615105.xls Page 13
OBM Level I
Do you give the Customer a ship date while on the phone? If so please
Order Specification and elaborate on how you meet requested date by setup and processing.
(OF) Order Fulfillment Configuration Setup Specify and Configure Order OM,INV Product Types
Do you use historical demand to assist the forecasting process?
(PF) Planning and Forecasting Demand Management Manage Forecasts INV, MPS, OM Collection/Analysis
Generate Do you track forecast accuracy, and change your plans accordingly?
Performance
(PF) Planning and Forecasting Demand Management Manage Forecasts INV, MPS Measures
Do you stock material to respond to seasonal or highly variable demand?
(PF) Planning and Forecasting Demand Management Manage Forecasts INV, MPS Demand Forecast I.e. forecast inaccuracy
Do you keep extra capacity available because of demand fluctuations? I.e.;
(PF) Planning and Forecasting Demand Management Manage Forecasts INV, MPS Demand Forecast forecast inaccuracy
Distribution and Production Do you pick to order ?
(PF) Planning and Forecasting Schedules Plan DRP INV Material Planning
Do you have warehouses and manufacturing organizations in different
(PF) Planning and Forecasting Distribution Resources Plan Plan DRP INV Distribution Network geographic locations?
Are these locations regionalized? Are virtual locations needed?
(PF) Planning and Forecasting Distribution Resources Plan Plan DRP INV Distribution Network
BOM, INV, MRP, OE, Do you manufacture or perform any value-added functions at your remote
(PF) Planning and Forecasting Distribution Resources Plan Plan DRP WIP Distribution Network sites?
Do you differentiate service locations from warehouse and manufacturing
(PF) Planning and Forecasting Distribution Resources Plan Plan DRP INV Distribution Network sites?
Do you maintain products at multiple sites?
Is there a central item maintenance function? If Yes where is it located?
Do you manufacture the same product at multiple sites?
(PF) Planning and Forecasting Distribution Resources Plan Plan DRP INV, WIP Distribution Network
How do you cost and value inventory at each of the sites?
Do you ship products between sites?
(PF) Planning and Forecasting Distribution Resources Plan Plan DRP INV, OM, PO Distribution Network
Do you drop-ship from your remote sites to customers?
(PF) Planning and Forecasting Distribution Resources Plan Plan DRP INV, OM, PO Distribution Network
Inter-warehouse Do you use an internal requisition system?
(PF) Planning and Forecasting Distribution Resources Plan Plan DRP INV, OM, PO Fulfillment
Inter-warehouse Do you use sales orders to ship against warehouse purchase orders?
(PF) Planning and Forecasting Distribution Resources Plan Plan DRP INV, OM, PO Fulfillment
Inter-warehouse Do you use a min-max inventory replenishment system?
(PF) Planning and Forecasting Distribution Resources Plan Plan DRP INV Fulfillment
What is the average lead-time from requisition to delivery?
(PF) Planning and Forecasting Distribution Resources Plan Plan DRP INV, PO Material Planning
How many replenishment orders do you request at peak periods?
(PF) Planning and Forecasting Distribution Resources Plan Plan DRP INV, PO Material Planning
Do you match your receipts with the PO's?
(PR) Procurement Accounts Payable Receive Supplier Invoicing INV, PO Matching & Approval
Is purchasing centralized or decentralized in your organization and is this
(PR) Procurement not identified not identified INV, PO Purchase Orders the strategy for the new system?
If purchasing is decentralized, how many plants or locations do purchasing?
(PR) Procurement not identified not identified INV, MRP, PO Purchase Orders
(PR) Procurement not identified not identified INV, PO Vendors Do you have single or multiple ship-to locations?
If purchasing is decentralized, how many operating units are required to
(PR) Procurement not identified not identified INV, MRP, PO Purchase Orders support purchasing security requirements.
(PR) Procurement Ordering Manage Requisitions INV, PO Requisitions Are requisitions automated or manual? Describe and attach sample.
(PR) Procurement Ordering Manage Requisitions INV, PO Requisitions How are requisitions issued?
Are requisitions entered in a central location or do they come from multiple
(PR) Procurement Ordering Manage Requisitions INV, PO Requisitions locations?
Do you import requisitions and from what source (outside systems, an MRP,
an inventory system)? If so, please describe process to import them ?
(PR) Procurement Ordering Manage Requisitions INV Requisitions
How do you identify items when requisitioning (by your item number, vendor
(PR) Procurement Ordering Manage Requisitions INV, PO Requisitions part number, part number revision level, description, etc.)?
Do you use unit of measure conversion for PO’s? If so, which ones (provide
(PR) Procurement Ordering Place Purchase Order INV, PO Purchase Orders list)?
What percentage of purchased parts are intended for manufacturing use?
(PR) Procurement Ordering Place Purchase Order INV, MRP, PO Purchase Orders
What is the current process of creating a new purchase order for
(PR) Procurement Ordering Place Purchase Order INV, MRP, PO Purchase Orders manufacturing use? (direct material)
(PR) Procurement Sourcing not identified INV, PO, WIP Purchase Orders How do you manage subcontracting?
Are procurement items ordered (requisition/PO) according to commodity
class codes? What are the processes and logic for their use?
(PR) Procurement Sourcing not identified INV, PO Purchase Orders
(PR) Procurement Sourcing not identified INV, PO Purchase Orders Do you override the item description on a requisition or PO? How?
(PD) Product Development BOM, ENG, INV, OE, Initiating New How often does your Company introduce new products?
Design Engineering Not identified WIP Products
(PD) Product Development Do you have buyers and planners who work specifically with new product
Design Engineering Not identified INV, PO, MRP Procurement introduction?
(PD) Product Development Do you allow enough lead-time for the planners and buyers to get in the
Design Engineering Not identified INV, PO, WIP Procurement correct material for the first production run?
386615105.xls Page 14
OBM Level I
Sales Management Sales Cycle Execution Not identified Mobile, INV Visits Does a Sales Rep hold collateral, samples etc.
Sales Management Sales Cycle Execution Not identified Mobile, INV Visits Does a Sales Rep sell from stock that they carry
Do you receive into multiple warehouses, at each site? Can you provide a
OPM Materials Management Receiving & Inspection Manage Receive Goods OPMINV Receiving Policies list?
Do you order and receive items from other organizations/businesses (Inter-
OPM Materials Management Receiving & Inspection Issue Material OPMINV Inventory Transfer Company)?
Which sites do you transfer materials to or from?
OPM Materials Management Receiving & Inspection Issue Material OPMINV Inventory Transfer
How do you perform inventory transfers? Describe the steps.
OPM Materials Management Receiving & Inspection Issue Material OPMINV Inventory Transfer
How would you rate the accuracy of raw material on-hand balances?
OPM Materials Management Receiving & Inspection Manage Inspect Goods OPMINV Maintenance Packaging? MRO?
How would you rate your location accuracy? How much obsolescence are
OPM Materials Management Receiving & Inspection Manage Inspect Goods OPMINV Maintenance you experiencing? What inventory areas?
What projects are in place to enable improvement for on-hand balance
OPM Materials Management Receiving & Inspection Manage Inspect Goods OPMINV Maintenance accuracy?
How would you rate the accuracy of planning parameters like lead-times or
OPM Materials Management Receiving & Inspection Manage Inspect Goods OPMINV Maintenance lot sizes?
What type of receipts do you process? Vendor? WIP? Customer Returns?
OPM Materials Management Receiving & Inspection Manage Receive Goods OPMINV, OPMPMGT Receiving Policies
OPMINV, Do you require lot traceability? How do you currently assign lot numbers?
OPM Materials Management Receiving & Inspection Manage Receive Goods OPMPMGT, PO Receiving Policies Do you tie back to vendor lot number?
OPMINV, How do you manage items received that are rejected?
OPM Materials Management Receiving & Inspection Manage Inspect Goods OPMPMGT, PO Returns
When supplier inventory fails inspection, do you move the material into a
OPMINV, MRB location, for further review? Do you have a quarantine location/
OPM Materials Management Receiving & Inspection Manage Inspect Goods OPMPMGT, PO MRB warehouse? Are there any special security requirements?
OPMINV, How do you handle vendor returns? Describe the process. Who initiates
OPM Materials Management Receiving & Inspection Manage Inspect Goods OPMPMGT, PO Returns the Return to Vendor transaction?
OPMINV, What document is used to transfer inventory from MRB to a warehouse
OPM Materials Management Receiving & Inspection Manage Inspect Goods OPMPMGT, PO MRB location?
Do you use public warehousing? How many, and where are they located?
OPM Materials Management Receiving & Inspection Manage Yard OPMINV, PO Receiving Policies
Do you use consignment warehouses? If so, describe the mechanics.
OPM Materials Management Receiving & Inspection Manage Yard OPMINV, PO Receiving Policies
OPMPMGT, How many sites perform receiving? Can you provide a list of Ship-To
OPM Materials Management Receiving & Inspection Manage Receive Goods OPMINV, OPMSY Receiving Policies locations?
OPMPMGT, Do you have security requirements on who can enter data for Receiving
OPMINV, OPMSY, transactions? (e.g. by company? by cost center?)
OPM Materials Management Receiving & Inspection Manage Receive Goods SYSADMIN Security
OPMPMGT, What business performance statistics do you monitor for Receiving?
OPM Materials Management Receiving & Inspection Manage Receive Goods OPMINV, PO Reporting
What are your Receiving reporting requirements with respect to summary or
OPMPMGT, detail formats? Obtain a report listing. Who receives copies of the
OPM Materials Management Receiving & Inspection Manage Receive Goods OPMINV, PO Reporting Receiving reports?
What reports do you currently generate to meet your Receiving reporting

OPMPMGT, requirements? Provide examples of each. Include source (could be
OPM Materials Management Receiving & Inspection Manage Receive Goods OPMINV, PO Reporting manual), user, frequency, number of copies.
OPMPMGT, Are there any Receiving reporting requirements that your current set of
OPM Materials Management Receiving & Inspection Manage Receive Goods OPMINV, PO Reporting reports does not meet?
OPMPMGT, Are Receiving reports standard across multiple Sets of Books, for example,
OPM Materials Management Receiving & Inspection Manage Receive Goods OPMINV, PO Reporting subsidiaries?
OPMPMGT, Are Receiving reports standard across multiple levels within a Set of Books,
OPM Materials Management Receiving & Inspection Manage Receive Goods OPMINV, PO Reporting i.e., divisions?
OPMPMGT, Do you run Receiving reports for different companies or cost centers?
OPMPMGT, What account codes and/or descriptions are required on Receiving reports?
Are receipts (from vendors or manufacturing) validated, i.e. counted,
OPM Materials Management Receiving and Inspection Manage Receive Goods INV, PO, PROD Receipts weighed?
How do you transact this receipt information, i.e. bill of lading or scale
OPM Materials Management Receiving and Inspection Manage Receive Goods INV, PO, PROD Receipts ticket?
Are receipts (from vendors or manufacturing) validated, i.e. counted,
OPM Materials Management Receiving and Inspection Manage Receive Goods INV, PO, PROD Receipts weighed?
How do you transact this receipt information, i.e. bill of lading or scale
OPM Materials Management Receiving and Inspection Manage Receive Goods INV, PO, PROD Receipts ticket?
What units of measures do you use?
OPM Materials Management Warehouse Management Manage Inventory INV Maintenance
What are the conversions you use between units of measures
How do you measure inventory accuracy
OPM Materials Management Warehouse Management Manage Inventory INV Accuracy Programs
How do you audit your inventory accuracy data?
How efficient would you rate your inventory management process?
What time intensive inventory accuracy processes need to be addressed?
386615105.xls Page 15
OBM Level I
How many items do you have and of what types? Raw materials,
OPM Materials Management Warehouse Management Manage Inventory INV Manage Items packaging, intermediates, finished goods
What is your current naming convention for items? Does the current code
OPM Materials Management Warehouse Management Manage Inventory INV Manage Items communicate information about the item?
What types of reports are currently used to manage the inventory function.
OPM Materials Management Warehouse Management Manage Inventory INV Reporting Give examples
What is the volume for inventory transactions?
What types of inventory transactions are done? Items, quantities, etc.
In what areas of the business are inventory transactions performed?
How is inventory controlled? By lot, sublot, location or a combination of
OPM Materials Management Warehouse Management Manage Inventory INV Policies these?
How are lot numbers configured? Random, sequential, date?
If you use multiple units of measures on an item how do you keep and order
OPM Materials Management Warehouse Management Manage Inventory INV Maintenance the inventory?
Is inventory responsibility segmented by inventory type or by buyer/planner?
OPM Materials Management Warehouse Management Manage Inventory INV Planning
Who updates item master information?
How do you have warehouses set up? Do you have consignment
OPM Materials Management Warehouse Management Manage Inventory INV Warehouse Mgt warehouses?
Are warehouses location controlled?
OPM Materials Management Warehouse Management Manage Inventory INV Warehouse Mgt
Are distribution centers used for finished goods?
Is inventory transferred between warehouses? plants? distribution centers?
OPM Materials Management Warehouse Management Manage Inventory INV Stock Adjustments
Do you have an inventory locator system? Is it automated or manually
OPM Materials Management Warehouse Management Manage Inventory INV Warehouse Mgt maintained?
Is inventory staged prior to being used in production? How is it done? Is a
OPM Materials Management Warehouse Management Manage Inventory INV Warehouse Mgt picklist used?
What types of order policies do you use to order? Inventory levels, lot for lot,
OPM Materials Management Warehouse Management Manage Inventory INV Planning EOQ, Order point?
Where do you maintain inventory planning parameters lead time and
OPM Materials Management Warehouse Management Manage Inventory INV Planning ordering rules?
How are the validity of planning parameters validated? How are they
OPM Materials Management Warehouse Management Manage Inventory INV Planning revised and how frequently?
Dow you have inventory that expires or is time sensitive? How is it currently
OPM Materials Management Warehouse Management Manage Inventory INV Obsolete Materials controlled?
What are your primary problems in performing the inventory function? Are
these problems system, organizational, information or people?
OPM Materials Management Warehouse Management Manage Inventory INV Other
Are there redundancies in your inventory function? What functions might be
OPM Materials Management Warehouse Management Manage Inventory INV Maintenance removed?
What information is needed in the inventory function that is not currently
OPM Materials Management Warehouse Management Manage Inventory INV Reporting captured?
How frequently are schedules changed due to inventory problems?
OPM Materials Management Warehouse Management Issue Material INV Issues
What is the frequency of scale and equipment calibration?
OPM Materials Management Warehouse Management Manage Receive Goods INV Receipts
How many inventory turns occur for each type of inventory; raw materials,
OPM Materials Management Warehouse Management Manage Inventory INV Reporting finished goods, intermediates, packaging?
What is the inventory value of your safety stock?
OPM Materials Management Warehouse Management Manage Inventory INV Cost
What levels of scrap and shrinkage are you experiencing across your
OPM Materials Management Warehouse Management Manage Scrap Material INV Scrap inventory types?
What inventory benefits do you hope to gain with the system?
What programs are currently in place to enhance inventory accuracy?
Is inventory obsolescence a problem? How much in terms of cost and
OPM Materials Management Warehouse Management Manage Inventory INV Obsolete Materials efficiency?
How is inventory performance measured? In what areas? How are your
OPM Materials Management Warehouse Management Manage Inventory INV Reporting current performance levels?
Who performs the measurement?
OPM Materials Management Warehouse Management Manage Inventory INV Policies
What are your inventory accuracy reporting requirements with respect to
OPM Materials Management Warehouse Management Manage Inventory INV Reporting summary or detail formats?
What reports do you currently generate to meet your inventory accuracy
OPM Materials Management Warehouse Management Manage Inventory INV Reporting reporting requirements?
Is there any inventory accuracy reporting requirement that your current set
OPM Materials Management Warehouse Management Manage Inventory INV Reporting of reports does not meet?
OPM Materials Management Warehouse Management Manage Inventory INV Stock Adjustments physicals?
386615105.xls Page 16
OBM Level I
Are material shortages an issue for your operation?
OPM Materials Management Warehouse Management Manage Inventory INV Issues
Do you have documentation on your current system requirements for
OPM Materials Management Warehouse Management Manage Inventory INV Accuracy Programs inventory accuracy?
What units of measures do you use?
What are the conversions you use between units of measures
How do you measure inventory accuracy
How do you audit your inventory accuracy data?
How efficient would you rate your inventory management process?
What time intensive inventory accuracy processes need to be addressed?
How many items do you have and of what types? Raw materials,
OPM Materials Management Warehouse Management Manage Inventory INV Manage Items packaging, intermediates, finished goods
What is your current naming convention for items? Does the current code
OPM Materials Management Warehouse Management Manage Inventory INV Manage Items communicate information about the item?
What types of reports are currently used to manage the inventory function.
OPM Materials Management Warehouse Management Manage Inventory INV Reporting Give examples
What is the volume for inventory transactions?
What types of inventory transactions are done? Items, quantities, etc.
In what areas of the business are inventory transactions performed?
How is inventory controlled? By lot, sublot, location or a combination of
OPM Materials Management Warehouse Management Manage Inventory INV Policies these?
How are lot numbers configured? Random, sequential, date?
If you use multiple units of measures on an item how do you keep and order
OPM Materials Management Warehouse Management Manage Inventory INV Maintenance the inventory?
Is inventory responsibility segmented by inventory type or by buyer/planner?
OPM Materials Management Warehouse Management Manage Inventory INV Planning
Who updates item master information?
How do you have warehouses set up? Do you have consignment
OPM Materials Management Warehouse Management Manage Inventory INV Warehouse Mgt warehouses?
Are warehouses location controlled?
Are distribution centers used for finished goods?
Is inventory transferred between warehouses? plants? distribution centers?
Do you have an inventory locator system? Is it automated or manually
OPM Materials Management Warehouse Management Manage Inventory INV Warehouse Mgt maintained?
Is inventory staged prior to being used in production? How is it done? Is a
OPM Materials Management Warehouse Management Manage Inventory INV Warehouse Mgt picklist used?
What types of order policies do you use to order? Inventory levels, lot for lot,
OPM Materials Management Warehouse Management Manage Inventory INV Planning EOQ, Order point?
Where do you maintain inventory planning parameters lead time and
OPM Materials Management Warehouse Management Manage Inventory INV Planning ordering rules?
How are the validity of planning parameters validated? How are they
OPM Materials Management Warehouse Management Manage Inventory INV Planning revised and how frequently?
Dow you have inventory that expires or is time sensitive? How is it currently
OPM Materials Management Warehouse Management Manage Inventory INV Obsolete Materials controlled?
What are your primary problems in performing the inventory function? Are
these problems system, organizational, information or people?
OPM Materials Management Warehouse Management Manage Inventory INV Other
Are there redundancies in your inventory function? What functions might be
OPM Materials Management Warehouse Management Manage Inventory INV Maintenance removed?
What information is needed in the inventory function that is not currently
OPM Materials Management Warehouse Management Manage Inventory INV Reporting captured?
How frequently are schedules changed due to inventory problems?
What is the frequency of scale and equipment calibration?
OPM Materials Management Warehouse Management Manage Receive Goods INV Receipts
How many inventory turns occur for each type of inventory; raw materials,
OPM Materials Management Warehouse Management Manage Inventory INV Reporting finished goods, intermediates, packaging?
What is the inventory value of your safety stock?
OPM Materials Management Warehouse Management Manage Inventory INV Cost
What levels of scrap and shrinkage are you experiencing across your
OPM Materials Management Warehouse Management Manage Scrap Material INV Scrap inventory types?
386615105.xls Page 17
OBM Level I
What inventory benefits do you hope to gain with the system?
What programs are currently in place to enhance inventory accuracy?
Is inventory obsolescence a problem? How much in terms of cost and
OPM Materials Management Warehouse Management Manage Inventory INV Obsolete Materials efficiency?
How is inventory performance measured? In what areas? How are your
OPM Materials Management Warehouse Management Manage Inventory INV Reporting current performance levels?
Who performs the measurement?
OPM Materials Management Warehouse Management Manage Inventory INV Policies
What are your inventory accuracy reporting requirements with respect to
OPM Materials Management Warehouse Management Manage Inventory INV Reporting summary or detail formats?
What reports do you currently generate to meet your inventory accuracy
OPM Materials Management Warehouse Management Manage Inventory INV Reporting reporting requirements?
Is there any inventory accuracy reporting requirement that your current set
OPM Materials Management Warehouse Management Manage Inventory INV Reporting of reports does not meet?
OPM Materials Management Warehouse Management Manage Inventory INV Stock Adjustments physicals?
Are material shortages an issue for your operation?
OPM Materials Management Warehouse Management Manage Inventory INV Issues
Do you have documentation on your current system requirements for
OPM Materials Management Warehouse Management Manage Inventory INV Accuracy Programs inventory accuracy?
Do you have a cycle count program? What procedures are available?
OPM Materials Management Warehouse Management Manage Inventory INV Cycle Count Process
What iis the count frequency for items based on ABC ranking?
What are the daily count volumes by rankiing?
With what frequency do you count your inventory?
What inventory losses or gain were booked for the last physical inventory
OPM Materials Management Warehouse Management Manage Inventory INV Reconciliation and cycle count?
What are your current accuracy levels for physical inventory gains/losses?
OPM Materials Management Warehouse Management Manage Inventory INV Physical Inventory
What are your current accuracy levels for cycle count variances/
Do you use ABC classification? If yes what criteria do you use to derive ABC
OPM Materials Management Warehouse Management Manage Inventory INV Cycle Count Process values?
How often do you count all your items in any given inventory location?
Who is responsible for cycle counts?
Do you do automatic cycle counts for items that show zero on hand?
Do you cycle count while inventory is being transacted for other business
OPM Materials Management Warehouse Management Manage Inventory INV Cycle Count Process purposes?
Is there a tolerance level for physical inventory?
What are your inventory tolerances?
Do you require recounts on out of tolerance items?
Do you research inventory variances?
Are your physical inventories "wall to wall"?
Do you shut down production for wall-to-wall physical inventories?
Do you have a separate physical inventory database?
Do you freeze inventory for a physical?
Do you create inventory tags? What type of information do they have on
OPM Materials Management Warehouse Management Manage Inventory INV Reporting them?
How long does a wall-to-wall physical inventory take?
Do you actually count inventory in WIP or just value the location?
Do you reconcile transaction logs on a regular basis?
OPM Materials Management Warehouse Management Manage Inventory INV Reconciliation
How often do you take physical inventories?
386615105.xls Page 18
OBM Level I
Do you perform multiple counts for each entry with different counters? Do
you compare counts? What happens when counts do not match? Do you
recount? Send different counters to verify? Auditors?
How do you handle zero quantities or negative balances during the Physical
Inventory process? Empty locations even though the computer has a
OPM Materials Management Warehouse Management Manage Inventory INV Physical Inventory value?
How do you inventory silos? Bulk storage? Off-site? Finished Goods,
OPM Materials Management Warehouse Management Manage Inventory INV Physical Inventory Rejected material, Off-site, Rail Cars or Totes?
Do you use special inventory adjustment codes for physical inventory?
OPM Materials Management Warehouse Management Manage Inventory INV Physical Inventory How many? Who is responsible for update?
What types of problems are uncovered during the reconciliation process?
Incorrect Item #'s? Un-entered receipts or shipments? Are the problems
OPM Materials Management Warehouse Management Manage Inventory INV Physical Inventory itemized by severity
How do you book a reconciled inventory? What types of presentation

occur to upper management? May we have samples?
Do you have special characteristics in your cycle count program (i.e.,
OPM Materials Management Warehouse Management Manage Inventory INV Cycle Count Process Control Counts for expensive items)?
What types of cycle count procedures are in place? Do they audit
approvals internally? Externally? Have you been relieved of physical
OPM Materials Management Warehouse Management Manage Inventory INV Cycle Count Process inventories due to your program?
How do you reconcile cycle counts? Do you use the variance method to
OPM Materials Management Warehouse Management Manage Inventory INV Reconciliation book? Total Quantity Replacement?
What types of reports originate from cycle counting? Physical Inventory?
OPM Materials Management Warehouse Management Manage Inventory INV Reporting May we have samples?
Do you require special output for your Audit firm? For Corporate? May
OPM Materials Management Warehouse Management Manage Inventory INV Reporting we have samples?
Do you have a financial inventory close process?
OPM Materials Management Warehouse Management Manage Inventory INV, GL Policies
How do you close an accounting period for inventory accuracy?
OPM Materials Management Warehouse Management Manage Inventory INV, GL Other
How long does it take to close an accounting period for accuracy?
Is closing an accounting period for inventory accuracy a hard or soft close?
How are adjustments to closed periods for inventory accuracy handled?
OPM Materials Management Warehouse Management Manage Inventory INV, GL Stock Adjustments
How do you open an accounting period for inventory accuracy?
Who performs the tasks associated with opening and closing an accounting
OPM Materials Management Warehouse Management Manage Inventory INV, GL Other period for inventory accuracy?
Are inventory accuracy reports standard across multiple Sets of Books?
OPM Materials Management Warehouse Management Manage Inventory INV, GL Reporting
What account codes are required on inventory accuracy reports?
Do you have a financial inventory close process?
OPM Materials Management Warehouse Management Manage Inventory INV, GL Policies
How do you close an accounting period for inventory accuracy?
How long does it take to close an accounting period for accuracy?
Is closing an accounting period for inventory accuracy a hard or soft close?
How are adjustments to closed periods for inventory accuracy handled?
OPM Materials Management Warehouse Management Manage Inventory INV, GL Stock Adjustments
How do you open an accounting period for inventory accuracy?
Who performs the tasks associated with opening and closing an accounting
OPM Materials Management Warehouse Management Manage Inventory INV, GL Other period for inventory accuracy?
Are inventory accuracy reports standard across multiple Sets of Books?
What account codes are required on inventory accuracy reports?
What were the inventory swings in dollars for actual inventory versus
OPM Materials Management Warehouse Management Manage Inventory INV, GL Reconciliation accounting book values?
What was the inventory write-off in dollars
OPM Materials Management Warehouse Management Manage Inventory INV, GL Physical Inventory
What type of information is exchanged with Finance regarding inventory?
OPM Materials Management Warehouse Management Manage Inventory INV, Mac, GL Reporting
What type of information is exchanged with Finance regarding inventory?
OPM Materials Management Warehouse Management Manage Inventory INV, Mac, GL Reporting
Do you use safety stock to reduce variation between supply and demand
OPM Materials Management Warehouse Management Manage Inventory INV, MPS Planning
Do you use safety stock to reduce variation between supply and demand
OPM Materials Management Warehouse Management Manage Inventory INV, MPS Planning
How is inventory allocated to shipments and production orders?
OPM Materials Management Warehouse Management Issue Material INV, OE, PROD Issues
386615105.xls Page 19
OBM Level I
How is inventory allocated to shipments and production orders?
OPM Materials Management Warehouse Management Issue Material INV, OE, PROD Issues
What occurs when there is a mismatch between documents and validated
OPM Materials Management Warehouse Management Manage Receive Goods INV, PO, PROD Receipts counts?
What occurs when there is a mismatch between documents and validated
OPM Materials Management Warehouse Management Manage Receive Goods INV, PO, PROD Receipts counts?
How do you track inventory movements, receipts, quality problems? Is the
OPM Materials Management Warehouse Management Manage Inventory INV, PO, QA Stock Adjustments information manually kept or automated?
How do you track inventory movements, receipts, quality problems? Is the
OPM Materials Management Warehouse Management Manage Inventory INV, PO, QA Stock Adjustments information manually kept or automated?
What levels of inventory accuracy are required for maintaining continuous
OPM Materials Management Warehouse Management Manage Inventory INV, PROD Policies efficient production? How ere these levels defined?
OPM Materials Management Warehouse Management Issue Material INV, PROD Issues
What levels of inventory accuracy are required for maintaining continuous
OPM Materials Management Warehouse Management Manage Inventory INV, PROD Policies efficient production? How ere these levels defined?
OPM Materials Management Warehouse Management Issue Material INV, PROD Issues
Do you control inventory by lot status or QC hold codes?
OPM Materials Management Warehouse Management Manage Inventory INV, QA Policies
How is rejected or out-of-spec inventory handled/controlled?
OPM Materials Management Warehouse Management Manage Inventory INV, QA Obsolete Materials
Do you control inventory by lot status or QC hold codes?
OPM Materials Management Warehouse Management Manage Inventory INV, QA Policies
How is rejected or out-of-spec inventory handled/controlled?
OPM Materials Management Warehouse Management Manage Inventory INV, QA Obsolete Materials
What types of units of measures do you use, volume, mass, etc?
OPM Materials Management Warehouse Management Manage Inventory INV, SYS Maintenance
What types of units of measures do you use, volume, mass, etc?
OPM Materials Management Warehouse Management Manage Inventory INV, SYS Maintenance
How do you handle movement activities? Do you provide paperwork
between locations? On-line transactions? Who does this function?
OPM Materials Management Warehouse Management Issue Material OPMINV Other
How long does it take on average to move inventory between warehouses?
OPM Materials Management Warehouse Management Issue Material OPMINV Other Do you keep track of in-transit inventory?
Do you separate inventory storage? Are Raw Materials stored separately?
Finished Goods? Does this impact MRP reporting requirements?
OPM Materials Management Warehouse Management Manage Inventory OPMINV Other
How do you handle movement activities? Do you provide paperwork
between locations? On-line transactions? Who does this function?
OPM Materials Management Warehouse Management Issue Material OPMINV Other
How long does it take on average to move inventory between warehouses?
OPM Materials Management Warehouse Management Issue Material OPMINV Other Do you keep track of in-transit inventory?
Do you separate inventory storage? Are Raw Materials stored separately?
Finished Goods? Does this impact MRP reporting requirements?
OPM Materials Management Warehouse Management Manage Inventory OPMINV Other
OPMINV, OPMPM, Do you use bar coding technology? What type? In what ways?
OPM Materials Management Warehouse Management Receive to Inventory OPMPMGT Receiving Policies
OPMINV, OPMPM, Is bar coding a long term objective? What is the timing?
OPM Materials Management Warehouse Management Receive to Inventory OPMPMGT, PO Receiving Policies
Do you have a list of specific UOM Types defined? These are used to
classify UOM groups, to measure a particular physical characteristic. (Ex:
OPM Materials Management Warehouse Management Manage Inventory OPMINV, OPMSY Other volume, mass, length, count.)
Do you have a table of all current Units of Measure that are used by your
OPM Materials Management Warehouse Management Manage Inventory OPMINV, OPMSY Other company? May we have a copy?
Who will be responsible for the maintenance of UOM Types, UOM's, and
OPMINV, OPMSY, UOM conversions? Which users should be given access to these system
OPM Materials Management Warehouse Management Manage Inventory SYSADMIN Maintenance setup forms?
Non-standard Describe the process for storing manufacturing rework?

OPM Operations Shop Floor Execution Perform Work Center Operations OPMINV, OPMPM Workorders
OPM Operations Shop Floor Execution Perform Work Center Operations OPMINV, OPMPM WIP Tracking Do you process move transactions real-time or periodically?
Do you use a bar-code interface to process move transactions real-time?
OPM Operations Shop Floor Execution Perform Work Center Operations OPMINV, OPMPM WIP Tracking
Do you use lead time offsets for the components and issue to the floor
OPM Operations Shop Floor Resource & Scheduling Manage Material Control OPMINV, OPMPM Production Type based on operations scheduling?
Do you use batches or schedules to control material movement?
OPM Operations Shop Floor Resource & Scheduling Manage Material Control OPMINV, OPMPM Production Type
Repetitive Do you use pull tickets for repetitive schedule replenishment?
OPM Operations Shop Floor Resource & Scheduling Manage Material Control OPMINV, OPMPM Production
Repetitive Do you keep any components for repetitive on the production floor?
OPM Operations Shop Floor Resource & Scheduling Manage Material Control OPMINV, OPMPM Production
Do you pre-weigh chemicals and pre-stage prior to batch processing?
OPM Operations Shop Floor Resource & Scheduling Manage Material Control OPMINV, OPMPM WIP Tracking
Are you lot controlled? Do you have to reconcile ingredient quantities
OPM Operations Shop Floor Resource & Scheduling Manage Work Orders OPMINV, OPMPM Shopfloor Document against formula quantities?
How do you account for consumed ingredients within the production
process? Input completed batch sheets? Automatic meter consumption?
OPM Operations Shop Floor Resource & Scheduling Manage Material Control OPMINV, OPMPM Shopfloor Document Backflush?
386615105.xls Page 20
OBM Level I
Are scales and other equipment types functional? What is the calibration
frequency? Preventive Maintenance? How would you rate the control of
OPM Operations Shop Floor Resource & Scheduling Manage Material Control OPMINV, OPMPM WIP Tracking priorities?
Performance How would you rate the accuracy of inventory on-hand balances? Location
OPM Operations Shop Floor Resource & Scheduling Manage Resources OPMINV, OPMPM Measurement accuracy of material? Part number identification?
Performance How much obsolescence or expired shelf life material exists?
OPM Operations Shop Floor Resource & Scheduling Manage Resources OPMINV, OPMPM Measurement
OPMINV, OPMPM, Repetitive Do you use repetitive count points to collect labor and material through a
OPM Operations Shop Floor Resource & Scheduling Manage Material Control OPMPOC Production repetitive process? Which processes?
OPMINV, OPMPM, Do you validate lot numbers of raw ingredients (i.e., QA approval) prior to
OPM Operations Shop Floor Resource & Scheduling Manage Material Control OPMQM WIP Tracking usage?
Do you practice order quotation against existing inventory? Future
OPM Order Fulfillment Order Entry & Scheduling Enter Orders OPMINV, OPMOF Order Entry production? If so, how?
Do you practice order quotation against existing inventory? Future
OPM Order Fulfillment Order Entry & Scheduling Enter Orders OPMINV, OPMOF Order Entry production? If so, how?
What types of planning documentation do you use? Formulas? Balance
on-hand? Customer orders? Forecast? MPS? Can we have samples of
OPMFCST, OPMFM, this information?
OPMINV, OPMMPS,
OPM Planning & Forecasting Manufacturing Plan Set Policies & Parameters OPMMRP, OPMOF Documentation
What types of planning documentation do you use? Formulas? Balance
on-hand? Customer orders? Forecast? MPS? Can we have samples of
OPMFCST, OPMFM, this information?
OPMINV, OPMMPS,
OPM Planning & Forecasting Manufacturing Plan Set Policies & Parameters OPMMRP, OPMOF Documentation
Generate How would you rate the quality of planning information?
OPMFM, OPMINV, Performance
OPM Planning & Forecasting Manufacturing Plan Set Policies & Parameters PO Measurements
Generate How accurate are your planning parameters for lead-time? Lot sizes? On-
OPMFM, OPMINV, Performance hand inventory balances? Formula accuracy?
Generate How would you correct the problems associated with information integrity
OPMFM, OPMINV, Performance and accuracy?
Generate How would you rate the quality of planning information?
OPMFM, OPMINV, Performance
Generate How accurate are your planning parameters for lead-time? Lot sizes? On-
OPMFM, OPMINV, Performance hand inventory balances? Formula accuracy?
Generate How would you correct the problems associated with information integrity
OPMFM, OPMINV, Performance and accuracy?
Are make/ buy decisions impacted by capacity?
OPMFM, OPMMRP,
OPM Planning & Forecasting Manufacturing Plan Plan Production Capacities OPMINV, PO Capacity Planning
Do you use safety stock or reorder points? Do you plan for scrap or use
OPM Planning & Forecasting Manufacturing Plan Plan Production Materials OPMINV MRP phantoms?
Please define how much inventory exists by organizational group? By
OPM Planning & Forecasting Manufacturing Plan Set Policies & Parameters OPMINV Planning Parameters plant? By inventory classification (I.e. raw materials)?
Do you transfer inventory between warehouses to meet item requirements?
OPM Planning & Forecasting Manufacturing Plan Set Policies & Parameters OPMINV Planning Parameters Describe the process. Is it a manual procedure?
Generate How many inventory turns are you experiencing? Total? R/M's?
Performance Packaging? Finished Goods?
OPM Planning & Forecasting Manufacturing Plan Set Policies & Parameters OPMINV Measurements
Generate What was the result of your last physical inventory? What was the dollar
Performance write-off? What was the variance swing?
Do you use safety stock or reorder points? Do you plan for scrap or use
OPM Planning & Forecasting Manufacturing Plan Plan Production Materials OPMINV MRP phantoms?
Please define how much inventory exists by organizational group? By
OPM Planning & Forecasting Manufacturing Plan Set Policies & Parameters OPMINV Planning Parameters plant? By inventory classification (I.e. raw materials)?
Do you transfer inventory between warehouses to meet item requirements?
OPM Planning & Forecasting Manufacturing Plan Set Policies & Parameters OPMINV Planning Parameters Describe the process. Is it a manual procedure?
Generate How many inventory turns are you experiencing? Total? R/M's?
Performance Packaging? Finished Goods?
Generate What was the result of your last physical inventory? What was the dollar
Performance write-off? What was the variance swing?
How do you source product? Do you perform a make vs buy analysis? If
OPMINV, OPMFM, so, who is involved? Is the procedure documented? May we have a copy?
OPM Planning & Forecasting Manufacturing Plan Plan Production Materials OPMMRP, PO MRP
How do you source product? Do you perform a make vs buy analysis? If
OPMINV, OPMFM, so, who is involved? Is the procedure documented? May we have a copy?
OPM Planning & Forecasting Manufacturing Plan Plan Production Materials OPMMRP, PO MRP
What type of material planning methodology do you use? Manual? MRP?
OPMINV, OPMMPS, Another system?
OPM Planning & Forecasting Manufacturing Plan Plan Production Materials OPMMRP MRP
386615105.xls Page 21
OBM Level I
What type of material planning methodology do you use? Manual? MRP?
OPMINV, OPMMPS, Another system?
OPM Planning & Forecasting Manufacturing Plan Plan Production Materials OPMMRP MRP
Please describe the organization configuration for planning.
OPMINV, OPMMPS,
OPMSY, PO, Organization
OPM Planning & Forecasting Manufacturing Plan Set Policies & Parameters SYSADMIN Structure
Please describe the organization configuration for planning.
OPMINV, OPMMPS,
OPMSY, PO, Organization
OPM Planning & Forecasting Manufacturing Plan Set Policies & Parameters SYSADMIN Structure
Will you be generating MRP and MPS reports? If so, user planning classes
OPMINV, OPMMRP, are required. Have you defined your user planning classes?
OPM Planning & Forecasting Manufacturing Plan Set Policies & Parameters OPMMPS, OPMSY MPS
OPMINV, OPMMRP, When you plan ingredients, components or products, do you segregate
OPM Planning & Forecasting Manufacturing Plan Plan Production Materials PO MRP them by commodity? Planner? Product family?
OPMINV, OPMMRP, When you plan ingredients, components or products, do you segregate
OPM Planning & Forecasting Manufacturing Plan Plan Production Materials PO MRP them by commodity? Planner? Product family?
What functional areas are dependent upon planning information?
OPM Planning & Forecasting Manufacturing Plan Plan Production Materials OPMINV, OPMPM Other
What functional areas are dependent upon planning information?
OPM Planning & Forecasting Manufacturing Plan Plan Production Materials OPMINV, OPMPM Other
Do you use status codes that prevent ingredient usage? How is it viewed?
OPM Planning & Forecasting Manufacturing Plan Set Policies & Parameters OPMINV, OPMQM Planning Parameters By warehouse? By lot? By status code?
Do you use status codes that prevent ingredient usage? How is it viewed?
OPM Planning & Forecasting Manufacturing Plan Set Policies & Parameters OPMINV, OPMQM Planning Parameters By warehouse? By lot? By status code?
Who owns the update of the inventory item master and the corresponding
OPM Planning & Forecasting Manufacturing Plan Set Policies & Parameters OPMINV, PO Planning Parameters computer systems update?
Who owns the input and maintenance of planning parameters like lead-
OPM Planning & Forecasting Manufacturing Plan Set Policies & Parameters OPMINV, PO Planning Parameters times and lot sizes?
Do you have multiple lead-times and lot sizes for your materials? Are you
multi-sourced? Do you use preference logic based on cost? Location?
OPM Planning & Forecasting Manufacturing Plan Set Policies & Parameters OPMINV, PO Planning Parameters Available inventory? Please provide examples.
How do you currently access inventory balance information?
OPM Planning & Forecasting Manufacturing Plan Plan Production Materials OPMINV, PO Planning Parameters
What is your longest lead-time Item code? How many item codes do you
OPM Planning & Forecasting Manufacturing Plan Plan Production Materials OPMINV, PO MRP plan?
Generate Do you perform periodic analysis of planning parameters to fine-tune them?

Performance If so, how frequent and in what areas? How do you do it?
OPM Planning & Forecasting Manufacturing Plan Set Policies & Parameters OPMINV, PO Measurements
Who owns the update of the inventory item master and the corresponding
OPM Planning & Forecasting Manufacturing Plan Set Policies & Parameters OPMINV, PO Planning Parameters computer systems update?
Who owns the input and maintenance of planning parameters like lead-
OPM Planning & Forecasting Manufacturing Plan Set Policies & Parameters OPMINV, PO Planning Parameters times and lot sizes?
Do you have multiple lead-times and lot sizes for your materials? Are you
multi-sourced? Do you use preference logic based on cost? Location?
OPM Planning & Forecasting Manufacturing Plan Set Policies & Parameters OPMINV, PO Planning Parameters Available inventory? Please provide examples.
How do you currently access inventory balance information?
OPM Planning & Forecasting Manufacturing Plan Plan Production Materials OPMINV, PO Planning Parameters
What is your longest lead-time Item code? How many item codes do you
OPM Planning & Forecasting Manufacturing Plan Plan Production Materials OPMINV, PO MRP plan?
Generate Do you perform periodic analysis of planning parameters to fine-tune them?

Performance If so, how frequent and in what areas? How do you do it?
OPM Planning & Forecasting Manufacturing Plan Set Policies & Parameters OPMINV, PO Measurements
Do you ship customer orders direct from your plant? If so, what volume or
OPM Planning & Forecasting Picking and Shipping Ship Sales Orders OPMINV, OPMOF Shipping percentage?
Do you ship customer orders direct from your plant? If so, what volume or
OPM Planning & Forecasting Picking and Shipping Ship Sales Orders OPMINV, OPMOF Shipping percentage?
What measures are used for forecast accuracy?
OPMFCST, OPMINV,
OPM Planning and OPMMPS, OPMMRP,
Forecasting Demand Management Manage Forecasts OPMOF MPS
What measures are used for forecast accuracy?
OPMFCST, OPMINV,
OPM Planning and OPMMPS, OPMMRP,
Forecasting Demand Management Manage Forecasts OPMOF MPS
OPM Planning and OPMFCST, OPMINV, Do you use historical demand to assist the forecasting process?
Forecasting Demand Management Manage Forecasts OPMOF Collection/Analysis
OPM Planning and Do you stock material to respond to seasonal or highly variable demand?
Forecasting Demand Management Manage Forecasts OPMINV Demand Forecast I.e. forecast inaccuracy
OPM Planning and How much obsolescence does your enterprise experience?
Forecasting Manufacturing Plan Plan Production Materials OPMINV MPS
OPM Planning and How much obsolescence does your enterprise experience?
Forecasting Manufacturing Plan Plan Production Materials OPMINV MPS
How would you rate the quality of your planning data? Lead-times? Lot
Sizes? Product Sourcing? Available capacity? Inventory? What are the
accuracy levels?
OPM Planning and OPMINV, OPMCAP,
Forecasting Manufacturing Plan Set Policies & Parameters OPMMPS, OPMMRP MPS
386615105.xls Page 22
OBM Level I
How would you rate the quality of your planning data? Lead-times? Lot
Sizes? Product Sourcing? Available capacity? Inventory? What are the
accuracy levels?
OPM Planning and OPMINV, OPMCAP,
Forecasting Manufacturing Plan Set Policies & Parameters OPMMPS, OPMMRP MPS
Do you have calendar variations for plants? How do they vary? What shift
OPM Planning and OPMINV, OPMMPS, patterns are used?
Forecasting Manufacturing Plan Set Policies & Parameters OPMMRP MPS
Do you have calendar variations for plants? How do they vary? What shift
OPM Planning and OPMINV, OPMMPS, patterns are used?
Forecasting Manufacturing Plan Set Policies & Parameters OPMMRP MPS
Do you match your receipts with the PO's?
OPM (PR) Procurement Accounts Payable Receive Supplier Invoicing PO,INV Matching & Approval
Is purchasing centralized or decentralized in your organization and is this
OPM (PR) Procurement not identified not identified PO, INV Purchase Orders the strategy for the new system?
OPM (PR) Procurement not identified not identified PO, INV Vendors Do you have single or multiple ship-to locations?
If purchasing is decentralized, how many plants or locations do purchasing?
OPM (PR) Procurement not identified not identified PO, INV,MRP Purchase Orders
PO, INV,MRP, If purchasing is decentralized, how many operating units are required to
OPM (PR) Procurement not identified not identified OPMSY Purchase Orders support purchasing security requirements.
Do you import requisitions and from what source (outside systems, an MRP,
an inventory system)? If so, please describe process to import them ?
OPM (PR) Procurement Ordering Manage Requisitions INV Requisitions
Do you use unit of measure conversion for PO’s? If so, which ones (provide
OPM (PR) Procurement Ordering Place Purchase Order PO, INV Purchase Orders list)?
OPM (PR) Procurement Ordering Manage Requisitions PO, INV Requisitions Are requisitions automated or manual? Describe and attach sample.
OPM (PR) Procurement Ordering Manage Requisitions PO, INV Requisitions How are requisitions issued?
Are requisitions entered in a central location or do they come from multiple
OPM (PR) Procurement Ordering Manage Requisitions PO, INV Requisitions locations?
How do you identify items when requisitioning (by your item number, vendor
OPM (PR) Procurement Ordering Manage Requisitions PO, INV Requisitions part number, part number revision level, description, etc.)?
What is the current process of creating a new purchase order for
OPM (PR) Procurement Ordering Place Purchase Order PO, INV,MRP Purchase Orders manufacturing use? (direct material)
PO, INV,MRP, What percentage of purchased parts are intended for manufacturing use?
OPM (PR) Procurement Ordering Place Purchase Order OPMINV Purchase Orders
Are procurement items ordered (requisition/PO) according to commodity
class codes? What are the processes and logic for their use?
OPM (PR) Procurement Sourcing not identified PO, INV Purchase Orders
OPM (PR) Procurement Sourcing not identified PO, INV Purchase Orders Do you override the item description on a requisition or PO? How?
OPM (PR) Procurement Sourcing not identified PO, INV,WIP Purchase Orders How do you manage subcontracting?
Do you have buyers and planners who work specifically with new product
OPM Product Development Design Engineering Make Preliminary Design INV, PO, MRP Procurement introduction?
Do you use special item codes?
OPM Product Development Design Engineering Make Preliminary Design LAB, INV Maintenance
Do you use special UOM's? What are they and what types?
OPM Product Development Design Engineering Make Preliminary Design LAB, INV Maintenance
Do you have security restrictions on who can process certain functions
(e.g., place or release quality holds, reject lots, etc.) for Quality
Management (e.g., by company, by cost center, by position)? Please
describe restrictions.
OPM Quality Management Quality Compliance Mgmt Review Compliance Results & Reports QA, PO, PROD, INV Security
386615105.xls Page 23

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RD.

020 Business Process Questionnaire

Determine Service Programs and

How do you receive product into your plant?

How do you determine the status of that purchasing document?

Do you have a special subinventory for Returned Goods? If so - please

What reports do you currently generate to meet your Receiving reporting

How do you book a reconciled inventory? What types of presentation

Non-standard Describe the process for storing manufacturing rework?

Generate Do you perform periodic analysis of planning parameters to fine-tune them?

Generate Do you perform periodic analysis of planning parameters to fine-tune them?

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