The followings are questionnaire checklist which can be used as a reference for your WM implementation user requirements gathering.
Questions: Posting Change WM
1) Do you use transfer orders to implement transfer postings with respect to consignment material?
2) Which movement types will you use for posting changes?
3) What type of documentation (forms) is to be generated in the case of transfer postings?
4) Who is to be informed of a transfer
posting? How is this person to be informed?
Questions: Warehouse Movement
1) Do you utilize bins for storing material?
2) Do you have storage locations, which are not relevant for Warehouse Management?
3) Will you use storage locations for more than one plant? What are these storage locations and the relevant plants.
4) Are you using external Warehouse control systems / subsystems? Do you plan to connect this system with the SAP ?
5) Which system should determine the storage bins for stock placement / removal?
6) For removals and batch management, which system should determine the batch?
7) Which system should generate the transport orders?
8) How does your automated storage and retrieval system communicate to the legacy system? Explain or provide a design drawing.
9) Do you need traceability of materials based on pallet information?
10) Do you want to control whether goods in the goods receipt zone are displayed in the availability check?
11) Are pallets managed in the system with a unique number?
12) Are materials posted to quality inspection after goods receipt, or are they in unrestricted-use stock?
13) Describe the individual steps from external goods receipt to final placement in storage (put away).
14) Do you have capacity limits for your storage bins, for example, weight, volume...?
15) Is a transfer requirement to be generated automatically at the time of a goods receipt with reference?
16) For which goods movements are transfer orders to be created automatically?
17) What kind of form (printout) do you need for stock put away (GR slip, transfer order form, sticker, etc.)?
18) Which parameters determine your put away strategies?
19) Do you print the stock placement (put away) document when the transfer order is created?
20) Are transfer orders confirmed manually or automatically?
21) Please list the storage types that will have placement confirmation.
22) Who is notified of a stock put away? How is this person notified?
23) Will you maintain placement strategies (for example, storage types, storage sections, storage bins) for your stock materials?
24) How many storage bins do you have per storage type?
25) How many stock put away (items) do you have per day?
26) Do you create a pre-allocation of your materials within warehouse management?
