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SAP MM Questionnaire
SAP MM Questionnaire
com/doc/7358957/Questionnaire-SD#scribd
This questionnaire is a tool that you can use to collect information about your business that will be useful for tailoring the R/3 System to you
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1 Enterprise Structure
1.1 SD Corporate Structure
What selling entities (SalesOrganizations) are responsible for establishing terms of sale?
What sales offices do you have? ASales Office is a physical locationresponsible for sales within a givengeographical location (optional).
What sales groups do you have? Theseare groups of people responsible for processing sales of certain products or services (optional).
Do you have more than one sales person responsible per customer?
Within each plant, what are the areasfrom which you ship? For example,different loading docks that shipdifferent types of materials or a Fed
2 Master Data
2.1 Logistics BusinessPartners
What kinds of business partners do youhave?
Sold-ToShip-ToBill-ToPayer Prospective CustomersCompetitorsSales PartnersForwarding AgentOne Time Customers
Do customers have multiple ship-tosand payers?Yes NoIf yes, how do you choose?
Invoice-To partnerPayer partner
Do you have vendors that are alsocustomers?Yes NoPlease define the structure of your current customer numbering:
SAP Customer Hierarchies definecomplex buying structures within asingle company and allow different pricing for each hierarchy. Do your
owncompany?Yes NoDefine the following optional Marketing information that can be attached to your customers.Industry Sectors for Custo
Customer Classifications?
Nielson IDs?
Define the following optional Sales information breakdowns that may be used for reporting.Customer Groups:
Sales Districts:
Define the following optional Delivery information.Delivery priority levels. Also,explain the allocation process:
Customer Calendars:
Define the following information that will pertain to your billing documents.Define your Billing Schedule:
Customer Incoterms? These aredelivery terms you offer your customers (i.e., FOB):
Do you record customers who are placed on a Table of Denial, therebydenying deliveries to them?Yes No
2.3 Logistics Material
Do you record status information onyour material records that wouldsuggest a material should be blockedfrom sales stages?For example, blo
aYes No
3. List the different company codes, plants, purchasing organization and storage locations used?
5. How many storage locations are used in a plant and are they material specific?
6. What are the different purchasing groups used and are they related for specific plants or materials?
7. Do some parts of your organization branches, departments, warehouses, production facilities, etc. observe different public holidays than the rest of your or
8. Are the days of the week that are working days different in some parts of your organization? (e.g. one production facility operates seven days a week; all the o
9. How many types of vendors are there like service, local, imports or one time created under different account groups?
11. Are there any instructions / information that you include in purchasing documents for certain vendors but not others?
12. Do your vendors offer discounts for prompt payment (e.g. 1% cash discount within 10 days; 30 days due net)?
13. Are Inco terms specified in your purchasing documents (e.g. FOB Singapore, CIF San Francisco)?
15. Which criteria are used to compare the vendors (ex: price, quality, on time delivery, quantity reliability)?
16. List all the material types including any Z material types being used?
18. How the materials are valuated depending on the material types (Standard price / MAP price)
19. Is the value of a material the same throughout the company, or can the value of the same material be different in different plants (e.g. the book value of a w
20. List the different material groups being used in your organization?
22. At a given plant, can the same material have more than one valuation price? (Ex: a) Different batches of the same material have different valuation prices b)
24. Are the materials batch managed and at what level it is activated?
25. When making a withdrawal from stock, how do you select which batch to use? Describe the method(s) you use?
26. Do you use various different units of measure to manage materials in your organization? (e.g. each, pieces, kilos, pounds, gallons, boxes,)
29. Is the quota arrangement being used to apportion the purchase volume of certain materials among several vendors? If yes how is the quota allocation done
35. List all the purchasing documents being used like PR, Quotation, RFQ, Contracts, Scheduling Agreement, and PO?
36. How are the PRs created (manually or automatic from MRP)
38. Do you invite several vendors to quote prices, terms and conditions in a tender / bid / request for quotation process?
43. List all the parameters that control the approval for each purchasing document?
44. Do you purchase any materials from vendors on a consignment basis? If yes, in which purchasing documents?
45. Is subcontracting purchase used in any of the plants (i.e., you issue material components to a vendor who processes them into different materials for you)?
46. Do you ever issue purchase orders to a vendor with instructions that the items be supplied directly to a customer (the ordered items are not received by your company)?
48. Do you use the process of Stock transport to transfer the materials from one plant to other in inter or intra company level and what is the PO document types used for them?
49. Do you normally accept over deliveries from your vendors? If yes, you would normally (by default) tolerate over deliveries of up to what percentage?
51. Can the materials you purchase be subject to different tax rates depending on the material purchased, the plant for which the material is purchased, the materials country and/or s
53. Do you use EDI to exchange purchasing documents with your vendors?
Goods Receipt
Goods receipt from vendor with reference to purchase order.
Goods receipt from production
Goods receipt from customer returns
Goods receipt into inspection, considered part of inventory
Goods receipt into inspection (not considered part of inventory yet, i.e., no accounting postings)
Goods receipt from subcontracting vendor with reference to subcontracting order (consumes components issued to vendor)
Other, describe
Goods Issue
Goods issue to customer (Sales)
Goods issue for production
Goods issue for consumption (e.g. issue to cost center)
Returns to vendor
Goods issue to subcontracting vendor with reference to subcontracting order
Goods issue to scrap
Goods issue for sampling
Other, describe
Transfer Postings
Transfer to different company
Transfer to different plant
Transfer to different location
Material to material transfer
Other, describe
57. When a goods movement takes place, do you print a hard copy of the document evidencing the movement?
61. Are there any materials which are subject to quality assurance?
63. Describe briefly how you verify vendor invoices for goods or services purchased?
65. Of the following which of the variances are used for invoice verification?
Quantity variance
PO price variance
Delivery date variance
Invoice value exceeds
Quality control
Any other
66. Do your randomly block vendor invoices for payment and on what criteria?
69. What are the various user-exits that are used and for what purposes for any of the process discussed above?
70. List all the different outputs you use for any of the above discussed processes?
71. List any other developed process being used not covered above in MM Module?
72. Which medium is used to send the outputs print out or email or fax or some other?
75. How many Z-Developments are their in your system? (Specify the T. codes & Use)
77. Are you using any workflow triggering in your business process?
78. Are you using bar-code / RFID system and any interface with SAP?
79. Do you use any other interfaces to transfer data to or from SAP?
ility, the day after Thanksgiving is a working day, although everywhere else it is a holiday)?
s value is $0.97)?
bought. When produced in house, the material is valued at standard price, but when purchased it is valued at moving average price)