ASAP Business Blueprint

ValueSAP - Business BlueprintBusiness Blueprint

ValueSAP -

ASAP Business BlueprintImplementation

Created by:

asap

Date of creation:

7/22/2009

Changed by:

Date of the last changes:

Version:

Report select options:

[- All the questions - answered and un-answered

Include CIT

Project documentation ]

_______________

______________________

______________________

Sign Off Date

Signature Customer

Signature Consulting

Table of ContentsA.Master Data111.General Master Records111.1.Material Master111.2.Material BOM151.3.Service Master181.4.Batch181.4.1.Batch Master181.4.2.Batch Search Strategy221.5.Serial Numbers221.6.Handling unit231.7.Work Center241.8.Customer Master Record261.9.Vendor Master Record291.10.Bank/Bank Directory TR/FI311.11.Taxes322.Product Data Management322.1.Change master322.2.ECR/ECO332.3.Leading change master record342.4.Object management record342.5.Revision level342.6.Single Dependency342.7.Configuration profile353.Production Planning and Procurement Planning363.1.Sales and Operations Planning363.1.1.Product Group363.1.2.Rough-cut Planning Profile363.1.3.Information Structure363.1.4.Planning hierarchy363.1.5.Planning Type363.1.6.Planning Event363.2.MRP/MPS/Long-Term Planning373.2.1.BOM Explosion Number373.2.2.Planning Calendar373.2.3.Quota Arrangement373.2.4.Production Lot374.Procurement374.1.Manufacturer Part Number374.2.Conditions384.3.Source List384.4.Quota Arrangement394.5.Delivery Address404.6.Vendor Rebate Arrangements404.7.Settlement Accounting for Conditions Requiring Subsequent Settlement404.8.Release Strategy with Classification444.9.Vendor Evaluation455.Production455.1.Discrete Production455.1.1.Production Version455.1.2.Work Center455.1.2.1.Work Center455.1.2.2.Capacity465.1.2.3.Shift Sequence465.1.3.Routing465.1.3.1.Routings465.1.3.2.Reference Operation Set485.1.3.3.Production Resources and Tools485.1.3.4.Standard Trigger Point485.1.4.CAPP Standard Values Calculation495.1.4.1.CAPP Formula495.2.Repetitive Manufacturing495.2.1.Production Version495.2.2.Product Cost Collectors495.2.3.Planning ID495.2.4.Line Design495.2.4.1.Rate Routing495.2.4.2.Reference Rate Routing515.2.4.3.Line Hierarchy515.3.Process Manufacturing515.3.1.Production Version515.3.2.Resource515.3.2.1.Resource515.3.2.2.Capacity525.3.2.3.Shift Sequence535.3.3.Master Recipe535.3.3.1.Master Recipe535.3.3.2.Production Resources and Tools555.4.KANBAN565.4.1.Supply Area565.4.2.Control Cycle566.Sales and Distribution566.1.Business Partner566.1.1.Customer hierarchy566.2.Products576.2.1.Material determination576.2.2.Item proposal586.2.3.Dynamic product proposal586.2.4.Cross Selling586.2.5.Material Listing /Material Exclusion596.2.6.Value Contract Assortment module596.2.7.Product allocation596.3.Assortment596.3.1.Assortment Module Maintenance596.3.2.Product proposal processing606.3.3.Assortment-Assortment User Assignment Maintenance606.4.Agreements606.4.1.Customer material information606.4.2.Rebate Agreement616.4.3.Marketing campaigns616.4.4.Price Catalog626.5.Conditions626.6.Output656.7.Transport666.7.1.Routes/Stages666.7.2.Route schedule666.7.3.Transportation connection point667.Inventory Management, Warehouse Management and Transportation677.1.Hazardous Material677.2.Batch677.3.Batch Search Strategy707.4.Control Cycle717.5.Serial Numbers718.Customer Service728.1.Business Partner728.1.1.Customer Hierarchy728.2.Rebate Arrangements728.2.1.Customer Material Information728.2.2.Conditions738.3.Products768.3.1.Material Master: Service Product768.4.Technical Objects (Structuring of Technical Systems)788.4.1.Functional Location798.4.2.Equipment818.4.3.Fleet Object848.4.4.Bill of Material for Functional Location888.4.5.Equipment Bill of Material888.4.6.Installed Base898.4.7.Reference Functional Location898.5.Task Lists908.5.1.General Task List908.6.Maintenance Plans and Service Agreements908.6.1.Warranty918.6.2.Service Contract928.6.3.Single Cycle Plan968.6.4.Multiple Counter Plan968.6.5.Strategy Plan978.7.Solution Database988.7.1.Symptom998.8.Additional Master Data998.8.1.Counter/Measuring Point998.8.2.Catalog998.8.3.Permit999.Plant Maintenance1009.1.Technical Objects (Structuring of Technical Systems)1009.1.1.Functional Location1009.1.2.Equipment1039.1.3.Fleet Object1069.1.4.Production Resource/Tool as Equipment1099.1.5.Reference Functional Location1109.1.6.Bill of Material for Functional Location1109.1.7.Equipment Bill of Material1119.1.8.Object Link1129.1.9.Installed Base1129.2.Task Lists1139.2.1.General Task List1139.3.Maintenance Plans1139.3.1.Single Cycle Plan1149.3.2.Multiple Counter Plan1149.3.3.Strategy Plan1159.4.Solution Database1169.4.1.Symptom1179.5.Additional Master Data1179.5.1.Warranty1179.5.2.Counter/Measuring Point1189.5.3.Revision1189.5.4.Catalog1189.5.5.Permit11910.Quality Management11910.1.QM General11910.1.1.Inspection Plan11910.1.2.Work Center12010.1.3.Inspection Characteristic/Master Inspection Characteristic12010.1.4.Processing of General Characteristics12110.1.5.Material Specification12110.1.6.Inspection Method12210.1.7.Catalog12210.1.8.Selected Set12210.1.9.Sampling Scheme12310.1.10.Sampling Procedure12310.1.11.Dynamic Modification Rule12310.1.12.Sample-Drawing Procedure12410.1.13.Production Resources/Tools12410.1.14.QM Order12510.1.15.Archiving QM Objects12610.2.QM in Materials Management12610.2.1.Quality Info Record12610.3.QM in Production12810.3.1.Routing12810.3.2.Master Recipe12910.4.QM in Sales and Distribution13110.4.1.QM Control in Sales13110.5.QM in Plant Maintenance13210.5.1.Functional Location13210.5.2.Equipment13410.5.3.Single Cycle Plan13710.5.4.Multiple Counter Plan13810.5.5.Strategy Plan13810.6.Solution Database13910.6.1.Symptom14011.Environment, Health and Safety14011.1.Product Safety14011.1.1.Substance14111.1.2.Phrase14211.1.3.Report14311.2.Dangerous Goods Management14411.2.1.Dangerous Goods14511.2.2.Phrase14611.2.3.TREMcard14611.2.4.Dangerous Goods Documents14611.3.Waste14711.3.1.Waste Master14811.3.1.1.Material Master14811.3.1.2.Specifications14911.3.1.3.Waste Code/Waste Catalog14911.3.2.Waste Generator/Waste Disposer/Waste Transporter/Authority14911.3.3.Waste Approval15011.4.Industrial Hygiene and Safety15111.4.1.Phrase15311.4.2.Work Area15411.4.3.Agent (Industrial Hygiene and Safety)15511.4.4.Accident15611.4.5.Safety Measures15711.4.6.Report15711.5.Occupational Health15811.5.1.Agent (Occupational Health)16011.5.2.Protocols16111.5.3.Medical Examinations16111.5.4.Medical Tests16211.5.5.Questionnaire16211.5.6.Question Catalog16211.5.7.Diagnosis Key16211.5.8.Injury/Illness Log16311.5.9.Reports16312.Project Management16412.1.Standard structures16412.1.1.Standard milestone16412.1.2.Standard network16412.1.3.Standard WBS16412.2.General16512.2.1.PS text16512.2.2.Delivery information16512.2.3.Third Party Delivery Address16512.2.4.Project Classification16512.3.Project structure16512.3.1.Responsible cost center16512.3.2.Requesting cost center16612.4.Work center16613.Financial Accounting16713.1.G/L Account16713.2.Ledger16813.3.Legal Consolidation16813.3.1.Item16813.3.2.Subitem16913.3.3.Sets (Namespace)17013.4.Funds Management17013.4.1.Funds Center17113.4.2.Commitment Item17213.4.3.Fund17213.4.4.Application of Funds17414.Treasury17414.1.General17414.1.1.Business Partner17414.1.2.House Banks17414.1.3.Limits17514.2.Treasury Management17514.2.1.Class17514.2.2.Reference17514.2.3.Securities Account17514.2.4.Position Indicator17614.2.5.Market Data17614.3.Loans17614.3.1.Loan Products17614.3.2.Collateral17714.3.3.Collateral Objects17714.3.4.Filed Documents17714.3.5.Condition Structure17814.4.Market Risk Management17814.4.1.Reference Interest Rate17814.4.2.Yield Curves17914.4.3.Volatility17914.4.4.Reporting17914.4.5.Prices/NPVs for OTC Transactions17914.4.6.Scenario18014.4.7.Market Data Shift18014.4.8.Statistics Type18014.4.9.Correlation18014.4.10.Risk Hierarchy18015.Revenue and Cost Controlling18115.1.Overhead Cost Controlling18115.1.1.Cost Element18115.1.1.1.Primary Cost Element18115.1.1.2.Secondary Cost Element18115.1.1.3.Cost Element Group18115.1.2.Cost Center18115.1.2.1.Cost Center18115.1.2.2.Standard Hierarchy for Cost Centers18115.1.2.3.Cost Center Group18115.1.3.Activity Type18215.1.3.1.Activity Type18215.1.3.2.Activity Type Group18215.1.4.Statistical Key Figures18215.1.4.1.Statistical Key Figures18215.1.4.2.Statistical Key Figure Group18215.1.5.Business Process18215.1.5.1.Business Process18215.1.5.2.Standard Hierarchy for Business Processes18315.1.5.3.Business Process Group18315.1.6.Internal Order18315.2.Product Cost Controlling18315.2.1.Procurement Alternative18315.2.2.Cost Component18415.2.3.Product Cost Collectors18415.2.4.Material Ledger Data18415.3.Profitability Analysis18515.3.1.Characteristics18515.3.1.1.Characteristic Definition18515.3.1.2.Characteristic Values18515.3.1.3.Characteristic Derivation18515.3.2.Value Fields18515.3.2.1.Definition of Value Fields18515.3.3.Condition Types18615.3.3.1.Definition of Condition Types18616.Enterprise Controlling18616.1.Consolidation18616.1.1.Consolidation Chart of Acounts / FS Item Hierarchy18616.1.2.Breakdown Categories18716.1.3.Custom Characteristics18816.1.4.Subitem Category18816.1.5.Subitem18816.1.6.Sets (Namespace)18917.Asset Accounting18918.Real Estate Management19018.1.Real Estate Objects19018.1.1.Business Entity19118.1.2.Property19318.1.3.Building19618.1.4.Rental Unit19818.1.5.Rooms20418.1.6.Land Register20518.1.7.Correction Items (Germany)20618.1.8.Participation ID20618.1.9.Settlement Unit20618.1.10.Master Settlement Unit20818.1.11.Heating System20818.2.Partner20918.2.1.Business Partner Real Estate20919.Personnel Administration21119.1.Bases21119.2.Employee's Personal Details21219.2.1.Personal Data21219.2.2.Challenge21219.2.3.Addresses21219.2.4.Bank Details21219.2.5.Family/Related Persons21219.2.6.Education and Training21319.2.7.Other/Previous Employers21319.2.8.Qualifications21319.2.9.Appraisals21319.2.10.Membership Fees21419.2.11.Communications Data21419.2.12.Stat.of Res.Perm. CH21419.2.13.Registration of country of birth (act stim.lab.part.ethn.minorities) NL21419.2.14.Additional Personal Data CA, SG, US21519.3.Information About Work Relationship21519.3.1.Organizational Assignment21519.3.2.Planned Working Time21619.3.3.Contract Elements21619.3.4.Internal Medical Service21719.3.5.Monitoring of Dates21719.3.6.Powers of Attorney21719.3.7.Date Specifications21719.3.8.Employment Periods - Public Sector21819.3.9.Internal Data21819.3.10.Statistics21819.3.11.German Civil Service Statistics21819.3.12.Corporate Function21819.3.13.Company Instructions21919.3.14.Objects on Loan21919.3.15.Grievances CA, US21919.3.16.Residence Status CA, US21919.3.17.External Agencies NL21919.3.18.CBS NL21919.4.Payroll Specifications22019.4.1.Basic Pay22019.4.2.Family-Related Bonuses - PSG22119.4.3.External Transfers22219.4.4.Tax22219.4.5.Social Insurance22419.4.6.Loans22619.4.7.Garnishment22719.4.8.Pension22719.4.9.Family Allowance AT22719.4.10.One Time Pay. Off-Cy. CA, US22819.4.11.Payroll Outsourcing CA, US22819.4.12.Deduction Limits CA, US22819.4.13.Capital Formation (Germany)22819.4.14.DUEVO (Germany)22919.4.15.Company Insurance (Germany)22919.4.16.CF/SPI Data DE Public Sector23019.4.17.Official Housing DE Publuc Sector23119.4.18.Personnel Accommodation DE Public Sector23219.4.19.Non-Monetary Remuneration - PSG23219.4.20.Benefits Payment DE Public Sector23219.4.21.Sideline Job DE Public Sector23319.4.22.Previous Employment Periods DE Public Sector23319.4.23.Rehabilitants DE Public Sector23319.4.24.Semiretirement DE23419.4.25.Additional Income ES23419.4.26.SI Basic Data JP23419.4.27.Residence Tax JP23519.4.28.Life/Casualty Insurance JP23519.4.29.Property Accumulation Savings JP23519.4.30.Union JP23619.4.31.Commuting Allowance Info. JP23619.4.32.Overseas Pay JP23619.4.33.Social Ins. Funds NL23619.4.34.Commuting NL23719.4.35.Premium Reduction NL23719.4.36.Special Regulations NL23719.4.37.Child care NL23819.4.38.Unemployment State US23819.4.39.W-4 Withholding Info. US23819.4.40.Withholding Overrides US23819.4.41.IRS Mandates US23819.4.42.Tip Indicators US23820.Personnel Development23920.1.Qualifications / Requirements23921.Compensation Management24021.1.Salary Packages24021.2.Guidelines24121.3.Eligibility Rules24121.4.Adjustments24121.5.Long-Term Incentives24222.Benefits24322.1.Plans24422.1.1.Health plans24422.1.2.Insurance plans24522.1.3.Savings plans24622.1.4.Stock purchase plans24722.1.5.Spending accounts24822.1.6.Credit plans24822.1.7.Miscellaneous plans24823.Personnel Time Management25023.1.Work Schedules25023.2.Personnel Time Specifications Administration25123.3.Personnel Time Accounts Administration25323.4.Personnel Time Recording Subsystem25324.Training and Event Management25424.1.Cost Item25424.2.Business Event Location25424.3.Business Event Group25424.4.Business Event Type25424.5.Resource Type25524.6.Attendee Types25524.7.Organizer Types25525.HR Funds and Position Management25625.1.Integration with HR Master Data and Organizational Management25625.2.Additional Integration to Funds Management and to Person25726.Core Interface - Integration Model25826.1.Master Data25826.1.1.Supplier25826.1.2.Customer25826.1.3.Plant25826.1.4.Distribution Center25826.1.5.Material Master / Product25926.1.6.Work Center / Production Resources25926.1.7.Work Center / Transportation Resources26126.1.8.Work Center / Handling Resources26226.1.9.Work Center / Storage Resources26426.1.10.Production Process Model26626.2.Misc.26626.2.1.Transportation Planning and Vehicle Scheduling26627.APO Master Data26827.1.Supply Chain Cockpit26827.1.1.Transportation Lanes26827.2.Network Design Relevant Master Data/Transactional Data26927.2.1.Demand26927.2.2.Location26927.2.3.Location Product27027.2.4.Resources27127.2.5.Production Process Models27127.2.6.Transportation Lanes27227.3.Transportation Planning27327.3.1.Planning Objects - Key figures27327.3.2.Planning Objects - Characteristics27327.3.3.Info Cubes / Planning Area27427.3.4.Time buckets27527.3.5.Planning Book / Data View27527.3.6.Forecast Profiles27727.3.7.Transfer Transportation Forecast to Carrier Selection27927.4.Supply Network Planning Master Data28027.4.1.Info Cubes / Planning Area28027.4.2.Planning Book / Data View28127.4.3.Demand Profile28127.4.4.Supply Profile28227.4.5.Inventory Policies (Lot size profile)28327.4.6.Transportation Policy (Lot size profile)28427.4.7.Time Streams28427.4.8.Time Buckets and Horizon28527.5.Vehicle Scheduling and Freight Consolidation28527.5.1.Locations28527.5.2.Carrier28727.5.3.Transportation Lanes28827.5.4.Resources28827.5.5.Cost Profiles29028.Business Planning and Simulation (Master Data SEM-BPS)29128.1.Master Data Hierarchy29128.2.Comments29229.Business Consolidation (Master Data SEM-BCS)29229.1.Cons Chart of Accounts/Hierarchy thereof29229.2.Breakdown Categories29329.3.Custom Characteristics29429.4.Subitem Categories29429.5.Subitems29429.6.Sets (Namespace)29530.Business-to-Business Procurement29530.1.Business partner29530.1.1.External User29530.1.2.Internal User29630.2.Product Master Data29730.2.1.Product master29730.2.2.Material Master Record (Backend)29830.2.3.Service master record (Backend)29830.3.Account Assignments29830.3.1.Account Assignment Types (Backend)29930.3.2.General Ledger (Backend)29930.4.Sources of Supply29930.4.1.Purchasing Info Record (Backend)29930.4.2.Contract (Backend)29930.5.Number Ranges29930.6.Messaging (Backend)29930.7.Mail System30131.Questions30132.Cross-Application Master Data30132.1.Business partner30133.Sales and Distribution30333.1.Product30333.2.Product Catalog30334.Service30434.1.Service Interaction Center30434.2.Internet Service30534.3.Solution Database305

A. Master Data

1. General Master Records

1.1. Material Master

Questions:Q: 1) Which departments/organizational units are responsible for maintaining the material data?

A:

Q: 2) Is master data common across all departments (common master data)?

A:

Q: 3) What is the default sales unit in sales processing and what are alternative sales units?

A:

Q: 4) Which types of materials do you distinguish between (examples, accruals, quantity structures)?

A:

Q: 5) How do these types differ regarding business processes (stock management, procurement, sales, and so on), data maintained, and persons responsible?

A:

Q: 6) Do you group similar products together (for example, in divisions or material groups)?

A:

Q: 7) Do you maintain additional statuses for your materials (such as sales status)?

A:

Q: 8) If you have multiple plants, is your material normally supplied by a specific plant?

A:

Q: 9) Do you maintain additional types of grouping for other processes (for example, rebate, statistics, commission or pricing)?

A:

Q: 10) Is the creation of a multi-level hierarchy necessary for materials (product hierarchy)?

A:

Q: 11) Do you record a minimum delivery quantity on your materials? If so, what happens during sales order processing if a violation occurs?

A:

Q: 12) Are there materials that must be shipped in certain multiples (delivery units)?

A:

Q: 13) Do you record information on competitor products (sales support)?

A:

Q: 14) Can a material have different values in one plant? What are the criteria for the different values?

A:

Q: 15) According to which criteria, does your material master data let you select with regard to planned QM processes (for example, goods receipt inspection only for raw materials etc)?

A:

Q: 16) Do you maintain material-specific technical terms of delivery?

A:

Q: 17) Are the technical delivery terms stored online, and will you print these terms with each purchase order?

A:

Q: 18) Do you require your vendors to provide quality certificates (certificates of conformance or certificates of analysis) either prior to or with material shipments? Describe the types of certificates you require.

A:

Q: 19) Do you require your vendors to provide samples for approval prior to actual delivery? Please describe.

A:

Q: 20) Do you block a vendor invoice for payment until the quality inspection has been successfully completed?

Explanation: Note: The block can be removed manually if required.

A:

Q: 21) Will you process recurring inspections for materials? (Note: This is only possible for batch-managed materials). Please provide an example.

A:

Q: 22) How many different materials do you procure on a regular basis?

A:

Q: 23) Do you want to maintain a source list for the material types you will procure?

A:

Q: 24) Do you value your materials using a standard price, a moving average price, or different valuation methods for different materials?

A:

Q: 25) Each material must belong to exactly one material group. Which material groups do you need to organize your materials?

A:

Q: 26) Will you need to run MRP ?

A: [ ]Yes

[ ]No

Q: 27) How many different G/L accounts do you need for inventory?

A:

Q: 28) Will you maintain specification data for your hazardous substances?

A:

Q: 29) Are separate material master records (perhaps with a separate material type or numbering system) used in the development and engineering/design processes? How and when are they converted to operational material number and type)?

A:

Q: 30) Do you use other systems (such as service management or costing) that need material master records from R/3 and therefore a permanent interface?

A:

Q: 31) Describe the structure and numbering system for material numbers (internal/external, specific to material type, other criteria).

A:

Q: 32) Which material types do you use (please complete): FERT, HALB, ROH, KMAT, HAWA, FMHI, ...?

A:

Q: 33) Do you maintain multilingual descriptions for materials? Which languages are relevant? How and when are they translated?

A:

Q: 34) What types of texts do you maintain for your materials?

A:

Q: 35) Please describe the process for creating and adding to material data. Include release procedure/status, important sequences, automatic notifications (workflow), responsibilities, authorizations, involved systems, and so on.

A:

Q: 36) Describe the change process for materials.

Explanation: Please note your requirements regarding release procedure/status, important sequences, automatic notifications (workflow), responsibilities, authorizations, involved systems, Engineering Change Management, revision levels, and so on.

A:

Q: 37) Which cross-plant and plant-specific material statuses are necessary?

A:

Q: 38) Do you need to customize the appearance of or add data fields to the material master record (additional fields, customized material master, field selection, customer-specific field checks)?

A:

Q: 39) Do you use classification for your material masters? For what reasons (storing addition information, search functionality, or variant configuration)?

A:

Q: 40) Do you classify standardized parts by loading DIN classes and characteristic data records?

A:

Q: 41) Do you have different valuation techniques (for example, standard versus moving average)? If so, please explain which.

A:

Q: 42) Do you have inventory valued in different currencies at the same facility?

A:

Q: 43) Are your materials taxable?

A:

Q: 44) For a material is there a main delivery location for a sales department?

A:

Q: 45) PM/CS: Do you need a material master especially for plant maintenance / customer service with reduced information (just basic data and classification data)?

A:

Q: 46) PM/CS: Do your maintenance or service equipment include major components that you want to deal with individually to compile separate histories? If so, describe these components.

A:

1.2. Material BOM

Questions:Q: 1) In which context do you use bills of material?

A:

Q: 2) Do you need to use different BOMs for different applications, such as Production, Engineering, Plant Maintenance, and Costing (BOM usage)?

A:

Q: 3) Do you use group BOMs for engineering/design and copy or assign them to plants at implementation?

A:

Q: 4) What change management functions do you require? How do you want to define the validity of BOMs (based on date/freely definable parameters)? Must existing change histories be transferred to the R/3 System?

A:

Q: 5) Do you use other validity types (such as serial number, time period, or customer) in addition to the "Valid from" date to control the validity of your BOM changes?

A:

Q: 6) Describe the change process for material BOMs.

Explanation: Please note your requirements regarding to release procedure/status, notifications, responsibilities, authorizations, involved systems, Engineering Change Management, revision levels, synchronization with current production orders, and so on.

A:

Q: 7) Do you need a complete history of your BOM changes? For what reasons (documentation, different technical states in operational areas, other)? For what types of BOMs? From what point in time (initial released status, other)?

A:

Q: 8) Describe the process for creating and adding to material BOMs. Include release procedure/status, notifications, responsibilities, authorizations, involved systems, Engineering Change Management, and so on.

A:

Q: 9) Describe the change process for material BOMs. Include release procedure/status, notifications, responsibilities, authorizations, involved systems, engineering change management,revision levels, synchronization with current production orders, other.

A:

Q: 10) Do you want to use one BOM to represent several similar materials (closed variant BOM)?

A:

Q: 11) Do you have several alternative BOMs for a material, depending on the manufacturing procedure or lot size, for example (multiple BOM)?

A:

Q: 12) Do you have products with a large number of variants? Do you need Variant Configuration?

A:

Q: 13) Which BOM maintenance functions do you require (copy functions, mass changes, and so on)?

A:

Q: 14) What structure do your BOMs have? How many levels are there? How many components are there on each level?

A:

Q: 15) Do your single-level BOMs represent production levels and do you keep your BOM header materials in stock? If not, do you produce non-stock items, or are some assemblies just used as structural elements in a BOM?

A:

Q: 16) Do you have different BOMs for a material in different plants?

A:

Q: 17) Which item categories (stock items, non-stock items, documents, texts) do you use?

A:

Q: 18) Do you use sub-items?

A:

Q: 19) Do you have recursive BOMs (the product contains a component with the same material number as the superior assembly)?

A:

Q: 20) Do you use other systems (such as service management or costing) that need material master records from R/3 and therefore a permanent interface?

A:

Q: 21) Is an integration to external systems such as CAD systems or local PDM systems needed to transfer BOM data to the R/3 System? Please define your requirements for integration (online, batch, controlled redundancy, post-processing in R/3, other).

A:

Q: 22) If you use alternative items (one component can be replaced by another one), how do you want one of several alternatives to be determined automatically?

A:

Q: 23) Do you require mass changes for BOM maintenance? Please explain.

A:

Q: 24) If you use alternative BOMs (several BOM structures exist parallel for the same product at the same time), how do you want one of several alternatives to be determined automatically (by production version, lot size, or time)?

A:

Q: 25) Do you produce co-products?

A:

Q: 26) Approximately how many finished products and assemblies (header materials with BOMs) do you have?

A:

Q: 27) Explain for what purposes you use phantom assemblies.

Explanation: A phantom assembly is a logical (rather than functional) grouping of materials. From a production point of view, these materials are not actually assembled to form a physical unit.

A:

Q: 28) Do you plan and cost the scrap expected in production? Please explain.

A:

Q: 29) Do you produce co-products during the same process as the main product? (These items are treated as material credit memos for costing and reduce manufacturing costs.)

A:

Q: 30) Lead time offset: Are all your components to be staged at the same time?

A:

1.3. Service Master

Questions:Q: 1) Is it necessary for you to procure services from external suppliers? If so, do you want to structure and manage these services? What kind of services do you procure?

A:

1.4. Batch

1.4.1. Batch Master

Questions:Q: 1) General: Do you manage your materials in batches? In what areas (inventory management, production, sales and distribution, warehouse management, quality management) do you use batches?

A:

Q: 2) General: How many batches do you have in a particular period of time?

A:

Q: 3) General: Do you want to copy the batch numbers from your vendors into the SAP System? Do you want this to be entered using a batch master record or a characteristic (classification)?

A:

Q: 4) General: Which organizational area is responsible for batch management and maintenance?

A:

Q: 5) Batch level: Do your batches have to be unique at a plant level, cross-plant at material level or customer level?

A:

Q: 6) Batch level: Do you want some materials to be handled in batches in some plants and not in others?

A:

Q: 7) Batch level: Do you transfer batches among different plants? Do you want the transferred batch to be known in the receiving plant? (plant level or cross-plant level)

A:

Q: 8) Batch level: If it is cross-plant, is it possible that you must assign the same batch number to different materials? (material level or customer level)

A:

Q: 9) Batch number: Do want the batch number to be assigned automatically or manually? (internal and external number assignment)

A:

Q: 10) Batch number: Do want to automatically create batches for goods movement or for the material you want to produce in the order?

A:

Q: 11) Batch number: Do you want to explain how your batch numbers are set up?

A:

Q: 12) Batch status management: Do you want to represent the usability of a batch using batch status management?

A:

Q: 13) Batch status management: In what way are batches released and who is responsible for their release?

A:

Q: 14) Batch status management: Do you have to manage the status of a batch as a cross-storage location or a cross-stock type?

A:

Q: 15) Batch specifications: Do you want to describe the technical, physical and/or chemical properties of a batch using characteristics and characteristic values?

A:

Q: 16) Batch specifications: Can you group certain materials based on a common specification to classes?

A:

Q: 17) Batch specifications: When do you assign values to characteristics? Where does the information for the value assignment come from? (for example, from the result summary in QM)

A:

Q: 18) Batch determination: Do you need batch determination in order to find goods movements from a warehouse that have a certain specification? In which areas (inventory ma nagement, production, sales and distribution) do you use batch determination?

A:

Q: 19) Batch determination: What criteria do you want to use to find and sort the batches? (batch-find strategy)

A:

Q: 20) Batch determination: Define a batch-find strategy in order to set which conditions (criteria) you want to use to find batches.

A:

Q: 21) Batch determination: For performance reasons, it is recommended that some SAP standard characteristics, such as deletion indicator or batch status, are included in th e selection class,

A:

Q: 22) Batch where-used list: Do you want to document the path of a batch through the enterprise using a batch where-used list? (for liability reasons)

A:

Q: 23) Active ingredient management: Do you want to manage materials with active ingredients that are to be handled with batches?

A:

Q: 24) Active ingredient management: Do you have materials that have the amount of active ingredients or fixed components managed in percent (%)?

A:

Q: 25) Active ingredient management: Do you have material that must be managed using two different measuring units, such as ounces and grams? Is the relationship between them a percent or can it be defined freely?

A:

Q: 26) Active ingredient management: Is the price based on the amount of ingredients? Do you order raw materials in ingredient units of measure?

A:

Q: 27) Active ingredient management: Do you want to carry out a batch determination based on ingredient amounts?

A:

Q: 28) Do you want to manage and track materials by batch? If yes, specify the materials or groups of material.

A:

Q: 29) Do you want to manage and track materials by expiration date? If yes, specify the materials or groups of material, also specify if you wish to see the total shelf life of the material, or the remining shelf life.

A:

Q: 30) Do you have any materials where you keep track of the amount of active ingredients; or percent solids?

A:

1.4.2. Batch Search Strategy

Questions:Q: 1) Do you use batch materials in Sales and Distribution?

A:

Q: 2) Define the characteristics that are important when searching for a batch of a material, such as color, weight, expiration date (selection class).

A:

Q: 3) When selecting material from batches that have met the criteria in the previous question, what rules do you follow (FIFO or LIFO, quality, other)?

A:

Q: 4) When searching for a batch, what key information do you use (strategy type)?

A:

Q: 5) Do you need automatic or manual batch determination in Sales?

A:

Q: 6) Do you determine batches at order time or at delivery time?

A:

Q: 7) Does the material for a sales order have to be taken from only one batch, or are batch splits allowed?

A:

1.5. Serial Numbers

Questions:Q: 1) Are there serialized objects in your company? If so, which objects do you want to serialize?

A:

Q: 2) Do you assign serial numbers to materials?

A:

Q: 3) Do you want to manage further information using serial numbers (for example, serial numbers for equipment in maintenance or service) in addition to inventory management information?

A:

Q: 4) Plant Maintenance and Customer Service: is there a serial number to identify each piece of equipment (from your production department and/or from the manufacturer)?

A:

Q: 5) Plant Maintenance and Customer Service: If there are serial numbers, on which level do you want to track history (include costing, statistics, and so on)?

A:

Q: 6) Plant Maintenance and Customer Service: do you want to create your own serial numbers, or do you use the manufacturer's serial number as a reference/key for that object?

A:

Q: 7) Do you track warranties? If yes, are you a guarantor, a warrantee, or both?

Explanation: There are two different warranty types in the R/3 System: - Customer warranty (you are the guarantor for your customers) - Vendor warranty (you are the warrantee of your vendors) Both warranty types can be linked to an object at the same time (for example, if you sell goods on to a customer, for which you yourself have already received a warranty from your vendors).

A:

Q: 8) Do you want to obtain a note on the warranty automatically for a positive warranty check result?

A:

1.6. Handling unit

Questions:Q: 1) Do you want to send the pallet identification information to your customer?

A:

Q: 2) Do you require that your customers send you pallet identification information?

A:

Q: 3) If you do not receive pallet identification information from your customers, do you execute goods receipt processing based on pallets or material combinations?

A:

Q: 4) Are the pallets that are shown handled as a homogeneous unit using more than one goods movement?

A:

Q: 5) Do you use pallet identification for production supply?

A:

Q: 6) Do you use picking and packaging functions with scanners (radio frequency)?

A:

Q: 7) Do you need traceability of materials based on pallet information?

A:

Q: 8) Do you use inspection lot processing on pallet basis?

A:

Q: 9) During quality checks, do you transport the pallets to other storage locations before the usage decision?

A:

Q: 10) Do you need serial number management in the warehouse?

A:

Q: 11) Do you already have packaging requirements for you warehouse personnel? Are the packaging requirements customer-based?

A:

Q: 12) Do you prepare raw materials for a production order on a scale and do you have to ensure that exactly this material combination is used in the order?

A:

Q: 13) Do you want to control whether goods in the goods receipt zone are displayed in the availability check?

A:

1.7. Work Center

Questions:Q: 1) Do you have different types of work centers and what are the differences between them (e.g. labor work centers, machine work centers, production line)?

A:

Q: 2) To what other master data are your work centers linked (cost center etc.)?

A:

Q: 3) To determine the execution time, the capacity requirement and the costs you require standard values. Which ones (labor time, machine time, set-up time etc.)?

A:

Q: 4) Should default values be maintained in the work center, which can be transferred into routings?

A:

Q: 5) Do you use a human resources management system? In what way is it used?

A:

Q: 6) Will you require capacity planning for your work centers/resources?

A:

Q: 7) Does every work center have a standard capacity or do you maintain shift intervals?

A:

Q: 8) Are work center hierarchies required for capacity evaluation?

A:

Q: 9) Are certain types of maintenance work always carried out by external contractors? If so, please list and describe these types of maintenance work.

A:

Q: 10) PM/CS: In case of time-reported jobs, is contractors' work measured prior to payment being made?

A:

Q: 11) PM/CS: Are the external resources planned?

A:

Q: 12) Are you going to be scheduling labor resources within your networks? (If yes, use workcenters.)

A:

Q: 13) Will you be doing cost planning on networks? (If yes, you will need work centers.)

A:

Q: 14) Do you tend to plan labor resources at a department or individual level? (For both, consider the work center capacity and HR assignment configuration requirements).

A:

Q: 15) It is possible to have a work center that includes both people and machines. Do you have multiple uses for your work centers?

A:

Q: 16) The work center controls the formula for controlling scheduling. Do you have special work center scheduling requirements?

A:

Q: 17) Work centers provide the basis for capacity planning. Do you want to manage capacities for your projects?

A:

Q: 18) Will you be using PP and PS functionality? (If yes, carefully consider the integration and processes between the PP and PS work centers for capacity planning.)

A:

1.8. Customer Master Record

Questions:Q: 1) Which types of business partner do you have? For example, sole proprietor, legal person, employees, foreign, other?

A:

Q: 2) How many active customers do you intend to transfer to your R/3 System?

A:

Q: 3) Which department(s) are responsible for the maintenance of customer data?

A:

Q: 4) If more than one department, describe the responsibilities of each?

A:

Q: 5) Describe your partner functions in detail.

Explanation: SAP partner functions are used to determine all possible functions that a business partner can take on (for example, the ordering party - sold-to party, the recipient of goods - ship-to party, and the party that has to pay - payer).

A:

Q: 6) Which partner functions are used for the different sales documents?

A:

Q: 7) Do your customers have multiple ship-tos and payers?

A: [ ]Yes

[ ]No

Q: 8) Do you maintain sales prospects?

A: [ ]Yes

[ ]No

Q: 9) Do you have one-time customers?

A: [ ]Yes

[ ]No

Q: 10) Do you have vendors who are also customers?

A: [ ]Yes

[ ]No

Q: 11) Describe the structure of your current customer numbering scheme.

A:

Q: 12) Do you assign customers to industry sectors?

A:

Q: 13) Do you want to record any specific marketing information (for example, Nielsen IDs, customer classification)?

A:

Q: 14) Do you group customers according to any of the following criteria?

A:

Q: 15) Will you record contact-person information on your customers?

A:

Q: 16) Does your customer allow you to combine different sales orders into one delivery?

A: [ ]Yes

[ ]No

Q: 17) Does your customer allow partial deliveries?

A:

Q: 18) If you have multiple plants, is your customer normally supplied by a specific plant?

A: [ ]Yes

[ ]No

Q: 19) Define your customer delivery priority levels and explain the assignment process.

A:

Q: 20) Are there special shipping conditions for your customer?

A:

Q: 21) Do you record foreign trade customers who are placed on an export control list to possibly deny deliveries to them?

A: [ ]Yes

[ ]No

Q: 22) Do you use customer-specific calendars and/or goods receiving hours?

A:

Q: 23) What are your terms of payment for your customers?

A:

Q: 24) Are there any discounts linked to terms of payment, such as cash discounts?

A:

Q: 25) Do you have sales documents in foreign currencies? Describe how the exchange rate is calculated.

A:

Q: 26) What kind of payments do you get from your customer?

A:

Q: 27) Are reminders sent? How long is the waiting period?

A:

Q: 28) What Incoterms will your customers use (for example, FOB, free domicile)?

A:

Q: 29) What texts do you maintain at a customer level?

A:

Q: 30) Which texts are used for the different sales documents (for sales, shipping, billing)?

A:

Q: 31) Describe any other information relevant to customers.

A:

Q: 32) Do you use the same structure of customer master records in all departments?

A: [ ]Yes

[ ]No

Q: 33) Do you ever need to block a customer for sales processing? If so, describe the process in detail.

A:

Q: 34) How will you determine/select a customer for processing (matchcode)?

A:

Q: 35) Do you maintain customer data in an external system?

A: [ ]Yes

[ ]No

1.9. Vendor Master Record

Questions:Q: 1) What types of vendors do you have? (domestic, foreign, payment address, etc.)

A:

Q: 2) How many active vendors do you want to transfer to R/3?

A:

Q: 3) How do you want vendor numbers assigned in the R/3 System? Name your criteria for manual and automatic number assignment. Describe the format of manually assigned vendor numbers.

Explanation: Ways of assigning numbers: 1. Automatically by the R/3 System 2. Manually be the user 3. Automatically and manually

A:

Q: 4) Do you have plants that supply materials or services to other plants in other company codes?

A:

Q: 5) Do stock transport orders take place between stores or between the DC and store? If so, for which sites?

A:

Q: 6) Do you want to reflect the organizational structure of your vendors in the R/3 System?

A:

Q: 7) Is it necessary for you to maintain different purchasing vendor master data for different plants?

A:

Q: 8) When working with your suppliers, do you deal with people with different roles? If yes, indicate the appropriate roles.

A:

Q: 9) Do you employ different payment terms by facility?

A:

Q: 10) Are there any vendor-specific instructions or information that you want to include in purchasing documents?

A: [ ]Yes

[ ]No

Q: 11) Do your vendors offer discounts for prompt payment (for example, 1% cash discount within 10 days)? Provide a list of the payment terms you require.

A:

Q: 12) Do you specify foreign-trade-specific information in your purchasing documents (such as CIF or FOB)? hose needed.

A:

Q: 13) Do you have vendors with several/different ordering addresses, payees, carriers, and so on? If so, what do these depend on (assortment, supply region)?

A:

Q: 14) Do you need to maintain default data for the article master (such as planned delivery time, purchasing group) at vendor level?

A: [ ]Yes

[ ]No

Q: 15) Brazil only: Do you need a CGC/CPF check for vendors? If so, how do you want the system to act (information message, warning, error message)?

A:

Q: 16) How many vendors regularly supply you with goods?

A:

Q: 17) Do you have vendors who are subject to withholding tax?

Explanation: Possibile to group with different account groups; Maintenance of fields in master record. in master record.

A:

1.10. Bank/Bank Directory TR/FI

Questions:Q: 1) Do you want to create the bank directory (address and control data for banks and post office banks) manually or copy it automatically?

A:

Q: 2) Which banks and bank accounts will you be using for incoming and outgoing payments?

A:

Q: 3) In what currencies are these accounts denominated?

A:

Q: 4) Are certain payments handled by more than one bank (correspondent banks/intermediary banks)?

A: [ ]Yes

[ ]No

1.11. Taxes

Questions:Q: 1) Will you use an external Tax Package to determine the appropriate tax jurisdiction and/or tax rates to apply to purchasing documents and/or vendor invoices? If yes, name the external package.

A:

Q: 2) Will the tax jurisdiction codes be loaded into SAP?

A:

2. Product Data Management

2.1. Change master

Questions:Q: 1) Do you use engineering change requests (ECRs) and engineering change orders (ECOs) to change master data objects?

A:

Q: 2) Do you want to extend the standard features of Engineering Change Management?

A:

Q: 3) Which objects (such as material master records, BOMs, task lists, and documents) do you want to change using engineering change management?

A:

Q: 4) How do you want change numbers assigned?

A:

Q: 5) Do you mainly use "valid-from" date validity to control the validity of changes?

A:

Q: 6) Do you use other effectivity types than "valid-from" date validity (such as time period or serial number) to implement changes? Do you need additional effectivity types?

A:

Q: 7) If using multiple effectivity types, for which level of the product structure (finished product, assembly, or produced part) do you use which effectivity type for changes?

A:

Q: 8) Do you use date shifts of change master records or ECRs/ECOs when working with "valid-from" date validity?

A:

Q: 9) Do you use alternative dates to make the "valid-from" date of certain objects differ from the change header date?

A:

Q: 10) Do you use profiles to make it easier to create change master records or ECRs/ECOs?

A:

Q: 11) Do you use the release key to release changes specifically for certain business processes (BOM explosion simulation, Costing, MRP, Production, and so on)?

A:

Q: 12) Which release keys are to lead to a preselection of the change for Order Change Management (user-friendly comparison and synchronization of production orders with a BOM change)?

A:

Q: 13) What settings do you use for the different object types? Do you want object management records to be created manually or generated automatically?

A:

Q: 14) Describe the process for executing a change without using an ECR/ECO.

A:

Q: 15) What change status (change number status, poss. user status) do you require for management of the process?

A:

2.2. ECR/ECO

Questions:Q: 1) Do you use engineering change requests (ECRs) and engineering change orders (ECOs) to change master data objects?

A:

Q: 2) Which change types are needed to distinguish different categories of change?

A:

Q: 3) Do you use a workflow for requesting, approving, and executing a change? Please describe the process.

A:

Q: 4) How does the workflow (if used) differ between different change types? Are there different workflow steps or responsibilities, for example?

A:

Q: 5) What change status (change number status, system status, or user status) do you require for management of the process?

A:

2.3. Leading change master record

Questions:Q: 1) Do you need change hierarchies?

A:

2.4. Object management record

Questions:Q: 1) Which change types are needed for object management records (especially important when using workflow)?

A:

2.5. Revision level

Questions:Q: 1) Do you use revision levels to distinguish between different states of an object? For which object types? What is the sequence of revision levels assigned?

A:

2.6. Single Dependency

Questions:Q: 1) Do you maintain dependencies (between objects), possible use of dependencies and dependency types?

A:

Q: 2) Do you also use object dependencies outside the variant configuration (for example to avoid errors by classification rules of objects)?

A:

Q: 3) Do you plan to use engineering change management to change object dependencies?

A:

Q: 4) What possible usage, status, and categories will you use?

A:

Q: 5) What category type do you want to use?

A:

2.7. Configuration profile

Questions:Q: 1) Define allocation and object dependencies.

A:

Q: 2) Define the necessary control parameters.

A:

Q: 3) Determine the configuration profile to be used.

A:

Q: 4) Where do you use variant configuration (BOM's, routings, projects, other areas)?

A:

Q: 5) Do you configure objects and object types and determine how the results of BOM explosion are to be stored?

A:

3. Production Planning and Procurement Planning

3.1. Sales and Operations Planning

3.1.1. Product Group

Questions:Q: 1) Do you have products to be grouped into product groups for planning (for example, due to similar procurement methods or because they are manufactured on the same bottleneck machine)?

A:

3.1.2. Rough-cut Planning Profile

Questions:Q: 1) In medium to long-term planning do you use a rough-cut planning profile for resource leveling?

A:

3.1.3. Information Structure

Questions:Q: 1) Define your most important information structures

A:

3.1.4. Planning hierarchy

Questions:Q: 1) Define your most important planning hierarchies

A:

3.1.5. Planning Type

Questions:Q: 1) Do you require self-defined planning table views?

A:

3.1.6. Planning Event

Questions:Q: 1) Do you want to define events in Sales and Operations Planning (SOP), so that their influence on your planning is not derived from historical data?

A:

3.2. MRP/MPS/Long-Term Planning

3.2.1. BOM Explosion Number

Questions:Q: 1) Must you enter a specific BOM explosion, which is valid up to a set date, for a material, in the case of a multiple BOMs for example?

A:

3.2.2. Planning Calendar

Questions:Q: 1) Do you want to define flexible period lengths for Production Planning and Material Requirements Planning (for lot size determination and evaluation purposes for example)?

A:

3.2.3. Quota Arrangement

Questions:Q: 1) Will you maintain specific vendor quotas (for example 70 % from vendor A, 30% from vendor B) for your materials? If yes, how many quota arrangements are you currently maintaining?

A:

3.2.4. Production Lot

Questions:Q: 1) Do you have various manufacturing processes for an assembly and do you want to calculate the costs of the various manufacturing processes separately and compare them with each other?

A:

4. Procurement

Questions:Q: 1) How many different materials do you procure on a regular basis?

A:

4.1. Manufacturer Part Number

Questions:Q: 1) Will you maintain your vendor's part number within SAP, associated to your material master number? If yes, could there be more than one manufacturers part number associated with one of your material master numbers?

A:

4.2. Conditions

Questions:Q: 1) Which price components do you use in purchasing documents (e.g. gross price, surcharges, discounts, freight, duty, import)?

A:

Q: 2) Do prices depend on the quantity ordered (e.g. quantity discounts or price scales)? If so, specify price components, quantity, and other factors.

A:

Q: 3) To which date does the price determination process relate? (E.g. delivery date, PO date, other.)

A:

Q: 4) Is pricing information from other systems to be used for price computation purposes in R/3?

A:

Q: 5) Do you manually change the price at header level for the entire purchasing document?

A:

Q: 6) Do you allow changes to the gross price that is automatically determined by the R/3 System?

A:

Q: 7) Does the vendor's price include value-added tax?

A:

Q: 8) Is it possible to change pricing conditions after a PO has been created?

A:

Q: 9) Specifically for Brazil indexation: Which indexes and forms are necessary?

A:

4.3. Source List

Questions:Q: 1) Will you maintain specific vendor hierarchies?

A:

Q: 2) Do you want to maintain a list of approved vendors? This means that if a material is subject to a source list requirement, it can only be procured from the vendors included on the source list.

A: [ ]Yes

[ ]No

Q: 3) Do you need a source list for: (1) all materials (2) all materials of a plant (3) certain materials only? Please explain.

A:

Q: 4) Is there a fixed vendor for some materials? (1) No. (1) Yes, in certain plants (specify) (2) Yes, across the entire enterprise (3) Yes, everywhere except in certain plants (specify).

A:

Q: 5) Do some vendors cover certain geogr. regions? (1) No. (2) Yes. Warning if vendor does not cover relevant region. (3) Yes. Prevent issue of POs in latter case. o

Explanation: Are some of your suppliers specific to a geographic region? Are some of your suppliers specific to a geographic region? Example : ACME Widgets supplies plants in the western region; ABC Widgets supplies plants in the eastern region. A western plant should not order widgets from an eastern region supplier. not order widgets from an eastern region supplier. (1) Do not need this feature. (2) Want this feature, warning only if vendor does not cover the plant's region. (3) Want this feature, preventing orders from vendors that do not cover a plant's region. a plant's region. If you want to use this feature, indicate the region to which each of your plants belong.

A:

Q: 6) Should it be possible to for purchase orders to be created automatically in the course of material requirements planning (MRP)?

A: [ ]Yes

[ ]No

Q: 7) Should it be possible to for scheduling agreement schedule lines to be created automatically in the course of material requirements planning (MRP)?

A: [ ]Yes

[ ]No

4.4. Quota Arrangement

Questions:Q: 1) Will you maintain specific vendor quotas (for example 70 % from vendor A, 30% from vendor B) for your materials? If yes, how many quota arrangements are you currently maintaining?

A:

4.5. Delivery Address

Questions:Q: 1) Are there addresses, over and above the plant address(es) that will be used repeatedly on purchasing documents? If yes, provide a list of those needed.

A:

Q: 2) Do any storage locations have an address that varies from the assigned plant? If yes, provide a list of the additional specific storage location addresses.

A:

4.6. Vendor Rebate Arrangements

Questions:Q: 1) Do you wish to send your business partners written confirmation of rebate arrangements entered into with them?

A: [ ]Yes

[ ]No

Q: 2) Do you grant your vendors volume rebates based on the volume of business done over a period of time?

A:

4.7. Settlement Accounting for Conditions Requiring Subsequent Settlement

Questions:Q: 1) Is the data from the process of subsequent settlement to be included in the profitability analysis?

A: [ ]Yes

[ ]No

Q: 2) Is the process of subsequent settlement to be carried out at plant level?

A:

Q: 3) At which levels is aggregation or sorting of data to be carried out?

A:

Q: 4) Must external business volume data (e.g. from sites with other systems) be taken into account for subsequent (end-of-period rebate) settlement?

A:

Q: 5) Are tolerance limits to be taken into account in subsequent (end-of-period rebate) settlement? If so, which?

A:

Q: 6) Are your business partners to be given written notification of rebate arrangements for which settlement accounting has taken place?

A: [ ]Yes

[ ]No

Q: 7) How long do your agreements run?

Explanation: Listing of the various intervals used Listing of the various intervals used

A:

Q: 8) What is the maximum period of an agreement with the settlement partner?

Explanation: For example, until cancelled or redefined annually. Note: You cannot map the option "until cancellation" in the R/3 System by choosing "unending" rebate arrangement (until 12.31.9999). See: Extending Rebate Arrangements Arrangements

A:

Q: 9) How many agreements do you use that have a validity period of more than one year?

A:

Q: 10) Which periods of time do you use that have a validity period of less than one year?

A:

Q: 11) Do you extend your agreements at regular intervals?

A: [ ]Yes

[ ]No

Q: 12) If so, how often do you extend them?

A:

Q: 13) Do you use rebate arrangements that apply retrospectively?

Explanation: This can always only be done in exceptional cases!

A:

Q: 14) Do you carry out several settlements for each agreement?

A: [ ]Yes

[ ]No

Q: 15) In the case of multiple settlement, do you use fixed time intervals that can be defined beforehand in a calendar?

Explanation: In the case of fixed predefined time intervals, partial settlement is possible - otherwise only interim settlement. Urgent recommendation: work with partial settlement only. Reason: interim settlement is not a data retention level. It is not subsequently possible to determine which document items were settled in which settlement run.

A: [ ]Yes

[ ]No

Q: 16) At which time intervals will you carry out partial settlement with regard to a rebate agreement?

Explanation: Maintenance of arrangement calendar.

A:

Q: 17) If you perform several settlements for each rebate arrangement: Do you perform a final settlement in which all previous payments on account are taken into consideration?

Explanation: The sum of the partial settlement payments may exceed the rebate achieved at the end of the rebate arrangement validity period.

A: [ ]Yes

[ ]No

Q: 18) Do you settle up with regard to rebate arrangements only within a self-contained accounting unit ("company code"), or are different volume rebates also settled for different sub-enterprises in a single rebate arrangement and allocated proportionately?

Explanation: At this point, you should not underestimate the volume of documents.

A:

Q: 19) Do you settle rebate arrangements as credits or debits?

A:

Q: 20) Are settlements that are sent to customers (instead of vendors) also created based on the business volume data from purchasing or agency business?

A: [ ]Yes

[ ]No

Q: 21) Before which settlements do you agree on your business volume with your settlement partners?

Explanation: For example, only before final settlement for a rebate arrangement or also before the settlements before that, for example, mid-year settlements

A:

Q: 22) Do you want to post the settlement documents immediately in Financial Accounting?

Explanation: You can set a posting block so that settlements must be released in a separate step. separate step.

A: [ ]Yes

[ ]No

Q: 23) Do you receive promotional deals?

Explanation: Rebate based on business volume that is paid out at fixed intervals for defined periods, for example. for example.

A: [ ]Yes

[ ]No

Q: 24) Are subsequent settlement conditions to be taken into account for articles subject to inventory management (valuation) on a value basis?

A: [ ]Yes

[ ]No

Q: 25) When is the business volume updated?

A:

Q: 26) Which business-volume-relevant document types do you use?

A:

Q: 27) Which schema do you want to use to calculate conditions that are subsequently settled? Which discounts are included in the business volume basis for subsequent settlement, if necessary?

A:

Q: 28) Which discounts are included in the business volume basis for subsequent settlement, if necessary?

A:

Q: 29) On which value does the business volume of subsequent settlement depend?

Explanation: Net value in the invoice, gross value in the purchase order, and so on Net value in the invoice, gross value in the purchase order, and so on

A:

Q: 30) Are conditions calculated differently?

Explanation: Gross/net, different access sequence, and so on Gross/net, different access sequence, and so on

A: [ ]Yes

[ ]No

Q: 31) Do you want to transfer business volume data from other systems to the R/3 System?

Explanation: Several tools are available for transferring legacy data: - Per File - Per pro-forma vendor billing document

A: [ ]Yes

[ ]No

Q: 32) Do you want to import documents subject to volume-based rebates into the system using a data carrier?

A: [ ]Yes

[ ]No

Q: 33) Which evaluations and statistics do you need?

Explanation: For example, business volume and revenue at material group or article type level type level

A:

4.8. Release Strategy with Classification

Questions:Q: 1) Will any purchasing documents be subject to approval in SAP? If yes, describe the criteria that will be needed to determine the appropriate approval policy for purchase requisitions, RFQs, purchase orders, contracts, scheduling agreements.

A:

4.9. Vendor Evaluation

Questions:Q: 1) How do you evaluate vendors in your legacy system?

A:

Q: 2) Which criteria do you use to evaluate your vendors?

A:

Q: 3) How do you rate the scores for these criteria? If the criteria are not weighted equally, indicate the individual weightings.

A:

5. Production

5.1. Discrete Production

5.1.1. Production Version

Questions:Q: 1) Do you require production versions that define materials, with which alternative BOMs or with which task lists/master recipes

A:

5.1.2. Work Center

5.1.2.1. Work Center

Questions:Q: 1) Do you have different types of work centers and what are the differences between them (e.g. labor work centers, machine work centers, production line)?

A:

Q: 2) To what other master data are your work centers linked (cost center etc.)?

A:

Q: 3) To determine the execution time, the capacity requirement and the costs you require standard values. Which ones (labor time, machine time, set-up time etc.)?

A:

Q: 4) Should default values be maintained in the work center, which can be transferred into routings?

A:

Q: 5) Do you use a human resources management system? In what way is it used?

A:

Q: 6) Will you require capacity planning for your work centers/resources?

A:

Q: 7) Does every work center have a standard capacity or do you maintain shift intervals?

A:

Q: 8) Are work center hierarchies required for capacity evaluation?

A:

5.1.2.2. Capacity

Questions:Q: 1) Which capacity categories will you require (for example, labor, machine, process unit)?

A:

Q: 2) Will you use pooled capacities (for example, energy, flexible labor groups)?

A:

5.1.2.3. Shift Sequence

Questions:Q: 1) Will you require in addition to the standard capacity a more precise capacity? If yes, define your shifts and intervals.

A:

5.1.3. Routing

5.1.3.1. Routings

Questions:Q: 1) For which business processes do you require routings?

A:

Q: 2) Do you have different production methods for the same material (e.g. dependent on the lot size)? Are there several routing alternatives for one material?

A:

Q: 3) Do you require parallel or alternative sequences of operations within a routing?

A:

Q: 4) Do you want to schedule the routings in order to determine the dates for all operations?

Explanation: Scheduling without reference to an order detemines the in-house production time of a material, which you can then compare with the lot-size-dependent in-house production time from the material master.

A:

Q: 5) Should capacity requirements be created for the operations?

A:

Q: 6) Do you have operations for which you envisage external processing, that is that your vendor will process?

A:

Q: 7) To determine the execution time, the capacity requirement and the costs you require standard values. Which ones (labor time, machine time, set-up time etc.)?

A:

Q: 8) Which objects do you want to allocate to the operations?

A:

Q: 9) Do you want inspection operations in your routings?

A:

Q: 10) Will you require special user-defined fields in your routing for information and printing purposes?

A:

Q: 11) Do you require standardized long texts for the operations (standard text keys)?

A:

Q: 12) What requirements are there regarding change management? How should the validity be defined (based on date or freely definable parameters)? Will existing change histories have to be transferred to the R/3 system?

A:

Q: 13) What requirements do you have regarding routing management (copy functions, mass changes etc.)?

A:

Q: 14) Will you be measuring quality during the production process?

A: [ ]Yes

[ ]No

5.1.3.2. Reference Operation Set

Questions:Q: 1) Are sequences of operations used that remain constant, and which should be used as templates (reference operation sets)?

A:

5.1.3.3. Production Resources and Tools

Questions:Q: 1) Will you maintain production resources/tools that are used during the processing of your materials?

A:

Q: 2) What kind of production resources/tools do you require?

A:

Q: 3) Do you require inventory management for your production resources/tools?

A:

5.1.3.4. Standard Trigger Point

Questions:Q: 1) Will you require trigger points ( such as all subsequent processes to be released up to final point , all immediate process to be released etc.)?

A:

Q: 2) What functions will you want trigger points to perform?

A:

Q: 3) What system status do you want to you use?

A:

Q: 4) Will you use trigger points to generate rework orders/ standard operations ?

A:

Q: 5) Will you create trigger point groups with standard triggers?

A:

5.1.4. CAPP Standard Values Calculation

5.1.4.1. CAPP Formula

Questions:Q: 1) Will you want to calculate your standard values with given formulas and methods?

A:

5.2. Repetitive Manufacturing

5.2.1. Production Version

Questions:Q: 1) Do you require production versions that define materials, with which alternative BOMs or with which task lists/master recipes

A:

5.2.2. Product Cost Collectors

Questions:Q: 1) If you are working with period-based controlling, do you want to have one cost collector for each production method or for each material?

A:

5.2.3. Planning ID

Questions:Q: 1) Do you want to use the planning ID to group materials for planning and evaluation?

A:

5.2.4. Line Design

5.2.4.1. Rate Routing

Questions:Q: 1) For which business processes do you require routings?

A:

Q: 2) Do you have different production methods for the same material (e.g. dependent on the lot size)? Are there several routing alternatives for one material?

A:

Q: 3) Do you require parallel or alternative sequences of operations within a routing?

A:

Q: 4) Do you want to schedule the routings in order to determine the dates for all operations?

Explanation: Scheduling without reference to an order detemines the in-house production time of a material, which you can then compare with the lot-size-dependent in-house production time from the material master.

A:

Q: 5) Should capacity requirements be created for the operations?

A:

Q: 6) Do you have operations for which you envisage external processing, that is that your vendor will process?

A:

Q: 7) To determine the execution time, the capacity requirement and the costs you require standard values. Which ones (labor time, machine time, set-up time etc.)?

A:

Q: 8) Which objects do you want to allocate to the operations?

A:

Q: 9) Do you want inspection operations in your routings?

A:

Q: 10) Will you require special user-defined fields in your routing for information and printing purposes?

A:

Q: 11) Do you require standardized long texts for the operations (standard text keys)?

A:

Q: 12) What requirements are there regarding change management? How should the validity be defined (based on date or freely definable parameters)? Will existing change histories have to be transferred to the R/3 system?

A:

Q: 13) What requirements do you have regarding routing management (copy functions, mass changes etc.)?

A:

Q: 14) Will you be measuring quality during the production process?

A: [ ]Yes

[ ]No

5.2.4.2. Reference Rate Routing

Questions:Q: 1) Are sequences of operations used that remain constant, and which should be used as templates (reference operation sets)?

A:

5.2.4.3. Line Hierarchy

Questions:Q: 1) Do you use line balancing, tact-based scheduling or sequencing?

A:

Q: 2) Do you want to represent the structure of a production line (line segment, processing stations and so on) in a hierarchy?

A:

5.3. Process Manufacturing

5.3.1. Production Version

Questions:Q: 1) Do you require production versions that define materials, with which alternative BOMs or with which task lists/master recipes

A:

5.3.2. Resource

5.3.2.1. Resource

Questions:Q: 1) Will you use different resource categories and what will be the differences between them (for example, labor resources, storage resources, processing units)?

A:

Q: 2) Will you produce, for example, in a tank, and will you then store the finished product in this tank until delivery (storage resources)?

A:

Q: 3) What functions shall be fulfilled by your resources? How will you use resources (scheduling, capacity, costs, etc.)?

A:

Q: 4) Do you have resources that you will allocate to the process order on short notice (classification, resource selection)?

A:

Q: 5) With which other objects will resources be linked (cost center, qualification, etc.)? Will there be a link to the Human Resources Management system?

A:

Q: 6) Which standard values will you use (for example, labor time, machine time, setup time)?

A:

Q: 7) Will special formulas be required for certain resources for scheduling, capacity requirements planning, and cost determination?

A:

Q: 8) Do you want default values to be defined in the resource for the master recipe?

A:

Q: 9) Will each resource have a standard available capacity or do you want shift intervals to be maintained?

A:

Q: 10) Do you need resource hierarchies for capacity evaluation purposes?

A:

Q: 11) Will there be restrictions regarding material flow through processing units that can be visually reproduced using a sequence definition or a network?

A:

5.3.2.2. Capacity

Questions:Q: 1) Which capacity categories will you require (for example, labor, machine, process unit)?

A:

Q: 2) Will you use pooled capacities (for example, energy, flexible labor groups)?

A:

5.3.2.3. Shift Sequence

Questions:Q: 1) Will you require in addition to the standard capacity a more precise capacity? If yes, define your shifts and intervals.

A:

5.3.3. Master Recipe

5.3.3.1. Master Recipe

Questions:Q: 1) How many different master recipes will you need?

A:

Q: 2) What will you use recipes for?

A:

Q: 3) Will you have several alternative recipes for one material (for example, depending on the lot size) and do you want these to be combined (recipe group)?

A:

Q: 4) Will you use one recipe to produce different materials?

A:

Q: 5) Do you use formulas to calculate the quantities of the components (material quantity calculation)? Do you want characteristic values such as concentration to be taken into account?

A:

Q: 6) Which control recipe destinations will you need?

A:

Q: 7) If the control recipe destination is a person/group of people, which areas (weighing, quality inspection, production, etc.) will be affected? Do you want to represent this logical distribution according to user department or using material flow?

A:

Q: 8) Which requirements will you have regarding the management of changes? How do you want the validity of the recipe to be defined?

A:

Q: 9) Will you require an approval procedure to change recipes? Will a digital signature be required (change request/order)?

A:

Q: 10) Which relationships will exist between the phases within a recipe?

A:

Q: 11) Do you want the operations/phases to create capacity requirements?

A:

Q: 12) Are the operations/phases be relevant for the calculation?

A:

Q: 13) Which type of processing do you want to be possible for operations?

A:

Q: 14) Which standard values will you use for the operations (for example, labor time, machine time, setup time)?

A:

Q: 15) Will all phases be subject to confirmation?

A:

Q: 16) Will you use milestone confirmations?

A:

Q: 17) Which process instructions will you need?

A:

Q: 18) Will special user fields be required in the master recipe for information and printing purposes?

A:

Q: 19) Besides the actual processing unit, will further resources be allocated to an operation (secondary resources) that are, for example, only used for a limited time (for example, labor, transportation trucks)? Do you want them to be relevant for confirmation

A:

Q: 20) Which objects will be allocated to the phases (for example, components, production resources/tools)?

A:

Q: 21) Will temporary materials (INTRA) with separate material numbers be produced during the production process that will be processed further immediately instead of being delivered to storage?

A:

Q: 22) Will you carry out in-process quality inspections, (assigning inspection characteristics to phases)?

A:

Q: 23) Should the recording of inspection results be carried out in QM? Or should it be dealt with in the PI-Sheet (either by a QM-Jump or by sending the information via the process message)?

A:

Q: 24) Which requirements will you have regarding the management of master recipes (copy function, mass changes, etc.)?

A:

5.3.3.2. Production Resources and Tools

Questions:Q: 1) Will you maintain production resources/tools that are used during the processing of your materials?

A:

Q: 2) What kind of production resources/tools do you require?

A:

Q: 3) Do you require inventory management for your production resources/tools?

A:

Q: 4) Do you want to manage your production resources/tools by quantity alone or also based on localization, value, responsible person etc.?

A:

Q: 5) Do you use production resources/tools which have to be checked or calibrated regularly?

A:

Q: 6) QM: List any external equipment or gauges which will be used to capture results or defects and transfer to the R/3 System.

A:

5.4. KANBAN

5.4.1. Supply Area

Questions:Q: 1) Define supply areas, which serve as temporary warehouses in Production, in order to directly stage material for production in the work center.

A:

5.4.2. Control Cycle

Questions:Q: 1) If you use KANBAN, you must determine the relationship between the demand and supply source. Define your control cycles!

A:

Q: 2) Which replenishment strategies will you use?

A:

Q: 3) Which replenishment strategies would you like to use for in-house production?

A:

Q: 4) Which replenishment strategies would you like to use for external procurement?

A:

Q: 5) Which replenishment strategies would you like to use for stock transfer?

A:

Q: 6) Do you want to use the automatic kanban calculation to ensure optimal settings, regular checks and adjustments to the control variables (number of kanbans and material quantity per kanban)?

A:

6. Sales and Distribution

6.1. Business Partner

6.1.1. Customer hierarchy

Questions:Q: 1) Do you want to group sales to customers into various levels for reporting purposes?

A:

Q: 2) In your current organizational structure, do you need to analyze purchases by customer group?

A:

Q: 3) List reports and give examples.

A:

Q: 4) R/3 customer hierarchies define complex buying structures within a single enterprise and allow different pricing for each hierarchy. Are there also hierarchical buying structures within your customers' enterprises?

A:

6.2. Products

6.2.1. Material determination

Questions:Q: 1) If you use special packaging for different occasions, such as, Thanksgiving), do you want the system to automatically substitute the special packaging when the product is ordered?

A: [ ]Yes

[ ]No

Q: 2) If yes, how does substitution take place, that is on which master data fields do you base your substitution?

A:

Q: 3) Why would you substitute one product for another or one packaging for another?

A:

Q: 4) Do you want product substitution to occur only when the original ordered product is not available?

A: [ ]Yes

[ ]No

Q: 5) Do you want the substituted product to be listed as a sub-item of the originally ordered product, or should the substituted product completely replace the original product?

A:

Q: 6) Do you want to print product information for the original or the substitute product in the output?

A:

Q: 7) Do you want product substitution to occur automatically, or should data entry personnel be offered a selection screen containing substitutable products?

A:

6.2.2. Item proposal

Questions:Q: 1) Do you use a process to simplify order entry for customers that regularly order the same product or group of products?

A: [ ]Yes

[ ]No

Q: 2) If yes, please describe this process in detail.

A:

6.2.3. Dynamic product proposal

Questions:Q: 1) Do you need automatic product proposal specific to your customer during sales order processing?

A:

Q: 2) Which information sources do you need to determine product proposals dynamically?

A:

Q: 3) Do you need to display a monthly, weekly, or daily sales order history?

A:

Q: 4) Do you want to create dynamic product proposals online or in the background?

A:

6.2.4. Cross Selling

Questions:Q: 1) During your telesales activities, do you want to inform customers about additional products to the one they are ordering (for example, accessories)?

A:

Q: 2) What is your cross-selling policy based on?

A:

Q: 3) Do you create cross-selling lists online or in the background?

A:

6.2.5. Material Listing /Material Exclusion

Questions:Q: 1) Do you offer specific materials to certain customers (material listing)? If yes, describe this process in detail.

Explanation: Do you apply certain items/materials to selected customers (material listing)? If yes, describe this process in detail.

A:

Q: 2) What are your selection criteria for material listing?

A:

Q: 3) Do you exclude customers from ordering certain products (material exclusion)? If yes, describe the process in detail.

A:

Q: 4) What are your selection criteria for material exclusion?

A:

6.2.6. Value Contract Assortment module

Questions:Q: 1) How do you determine which materials are permitted for value contracts (standard material, product hierarchy, assortment)?

A:

6.2.7. Product allocation

Questions:Q: 1) Do you limit the quantity of an item that you sell to a customer (product allocation)?

A:

Q: 2) How do you allocate (by customer, geographic area, material)?

A:

6.3. Assortment

6.3.1. Assortment Module Maintenance

Questions:Q: 1) Do you refine the results from listing by using assortment levels?

A: [ ]Yes

[ ]No

6.3.2. Product proposal processing

Questions:Q: 1) Is your material master data to be structured to administer price catalogs for customers?

A:

6.3.3. Assortment-Assortment User Assignment Maintenance

Questions:Q: 1) Are you a wholesaler?

Explanation: It is only good business practice to define customer assortments if you are a wholesaler.

A: [ ]Yes

[ ]No

Q: 2) Do you have particular customer assortments for your wholesale customers?

A: [ ]Yes

[ ]No

Q: 3) Can customers only order materials listed in their particular assortment?

Explanation: It is only good business practice to define customer assortments if you are a wholesaler. are a wholesaler.

A: [ ]Yes

[ ]No

6.4. Agreements

6.4.1. Customer material information

Questions:Q: 1) Do you allow shipping data to be maintained for a specific customer-material combination (for example, plant, delivery priority, minimum delivery quantity)?

A: [ ]Yes

[ ]No

Q: 2) Do you have under or overdelivery tolerances for certain combinations of customer and material?

A: [ ]Yes

[ ]No

Q: 3) Do your customers place orders using their own material numbers?

A: [ ]Yes

[ ]No

Q: 4) Do you define material descriptions for specific customers?

A: [ ]Yes

[ ]No

6.4.2. Rebate Agreement

Questions:Q: 1) Describe your how you process rebates.

A:

Q: 2) What are your rebates based on (for example, customer, material)?

A:

Q: 3) Do you manage accruals for rebates?

A:

Q: 4) What type of rebates do you offer (for example, volume, quantity, lump sum)?

A:

Q: 5) Do you define validity periods for rebates?

A:

6.4.3. Marketing campaigns

Questions:Q: 1) Do you group marketing deals into marketing plans? If yes, please describe in detail.

A:

Q: 2) Do you offer marketing deals on your products to customer (one-time discounts)?

A:

Q: 3) Are these deals customer specific or are they related to the product?

A:

Q: 4) Are special payment terms given with sales deals?

A:

Q: 5) Do you assign a budget maintained by CO profitability analysis for promotion on sales?

A:

Q: 6) Do you monitor the budget process?

A:

6.4.4. Price Catalog

Questions:Q: 1) Do you manage price catalogs?

A:

6.5. Conditions

Questions:Q: 1) Which general methods of price determination do you use (e.g. list price with discounts, surcharges)?

A:

Q: 2) Which price types do you use, what are your criteria, and how do you compute them?

A:

Q: 3) Do you work with surcharges? If so, which types of surcharge and criteria do you use and how is the calculation carried out?

A:

Q: 4) Do work with discounts? If so, what kind of discounts and criteria do you use and how is the calculation carried out?

A:

Q: 5) Which prices, surcharges, discounts, and freight costs apply to the whole document and which apply to the item level only?

A:

Q: 6) Are manual changes to price conditions allowed in your enterprise?

A: [ ]Yes

[ ]No

Q: 7) Do work with freight costs? If so, what kinds of freight costs and criteria do you use and how is the calculation carried out?

A:

Q: 8) Do you work with taxes? If so, which types of tax and criteria do you use and how is the calculation carried out?

A:

Q: 9) Do work with discounts in kind? If so, what kinds of discount in kind do you use?

A:

Q: 10) Do you document your price units?

A:

Q: 11) Must the R/3 System access information stored in another system (external or internal) in order to calculate a price?

A:

Q: 12) Does the same pricing structure apply to all order types?

A:

Q: 13) What date is the pricing based on?

A:

Q: 14) Do you work with commissions (e.g. for sales personnel, carriers/forwarders)?

A:

Q: 15) Which pricing information do you record for statistical purposes (without changing the price)? For example, material costs, profit margins, or sub-totals printed on invoices.

A:

Q: 16) Do you wish to pass on pricing information to CO-PA (Profitability Analysis)?

A:

Q: 17) If you process orders using EDI, do you accept the expected order price per item or the expected order value?

A:

Q: 18) If you process cross-company orders, do you calculate these based on a specified amount or on a percentage of the price per piece?

A:

Q: 19) Do you use "interval scales" for price determination purposes?

A:

Q: 20) Is the system to cumulate the amounts for certain conditions (e.g.discounts) and de-activate the discount once a specified maximum value has been reached (tracking cumulative values)?

A: [ ]Yes

[ ]No

Q: 21) Do you have multiple prices and discounts for a customer and require the system to search the combination of all eligible prices and discounts and give the customer the "best" or "lowest" price?

A: [ ]Yes

[ ]No

Q: 22) Do your prices include sales tax?

A:

Q: 23) Do you need to determine prices based on the variant configuration results? For example, when selling an automobile, options for number of doors, color, engine size, and music system help determine the price to be charged.

A:

Q: 24) Do you use an external tax package?

A: [ ]Yes

[ ]No

Q: 25) Do you carry out a price determination process for projects with make-to-order production?

A:

Q: 26) Describe all other combinations.

A:

Q: 27) On which master data combinations do you base your pricing?

A:

Q: 28) How are the pricing conditions specified (e.g. quantity, percentage, scales, fixed values)?

A:

Q: 29) Which reports and analyses do you need for price determination purposes?

A:

Q: 30) What criteria should be maintained for conditions (country, customer group, and so on)?

A:

Q: 31) R/3 customer hierarchies define complex buying structures within a single enterprise and allow different pricing for each hierarchy. Are there also hierarchical buying structures within your customers' enterprises?

A:

Q: 32) Do you base the price of an item on the production cost or the cost of purchase of the material?

A: [ ]Yes

[ ]No

6.6. Output

Questions:Q: 1) What master data fields do you use to determine what output to send?

A:

Q: 2) What type of output do you send (e.g. Paper, Fax, EDI, Internet)?

A:

Q: 3) When is output sent?

A:

Q: 4) Collect print out (samples) of the required documents/messages (e.g. order confirmation, pick list, packing list, invoice).

A:

Q: 5) How are sales activity documents to be transmitted?

A:

Q: 6) How are sales documents to be transmitted?

A:

Q: 7) How are deliveries to be transmitted?

A:

Q: 8) How are shipping documents to be transmitted?

A:

Q: 9) How should shipment documents be transmitted?

A:

Q: 10) How are billing documents to be transmitted?

A:

Q: 11) How should foreign trade documents be transmitted?

A:

6.7. Transport

6.7.1. Routes/Stages

Questions:Q: 1) Do you need routes as selection criteria for deliveries?

A:

Q: 2) Do you use the transportation functionality?

A:

6.7.2. Route schedule

Questions:Q: 1) Do you plan weekly customer deliveries from a shipping point to different goods recipients and their unloading points in a route (route schedule)?

A:

6.7.3. Transportation connection point

Questions:Q: 1) Do you use stages/transportation connection points in order to r