Listed below are questionnaire checklist which can be used as a reference for your WM implementation user requirements gathering.
Questions: Stock Placement Processing
1) Are pallets managed in the system with a unique number?
A: [ ] Yes
[
] No
2) Are materials posted to quality inspection after goods receipt, or are they in unrestricted-use stock?
3) Can goods be issued directly from the goods receipt area?
A: [ ] Yes
[
] No
4) Do you post your materials to "blocked stock"?
A: [ ] Yes
[
] No
5) Do you post your materials to return delivery stock?
A: [ ] Yes
[
] No
6) Describe the individual steps from external goods receipt to final placement in storage (putaway).
7) Do you have capacity limits for your storage bins, for example, weight, volume...?
Explanation: Index for storage bin structure Index for storage bin structure
A: [ ] Yes
[
] No
8) Is a transfer requirement to be generated automatically at the time of a goods receipt with reference?
9) For which goods movements are transfer orders to be created automatically?
10) What kind of form (printout) do you need for stock putaways (GR slip, transfer order form, sticker, etc.)?
11) Is procured material pending inspection posted to stock or does it remain in the goods receipt storage area? What happens with the samples: - Keep in GR area - post to stock - move to inspection area?
Explanation: Will procured material pending inspection be placed into permanent storage or remain in the goods receipt storage area? What happens with the sample: - Keep in GR area - place into warehouse - move to inspection area?
12) Which parameters determine your putaway strategies?
Explanation: Storage type search
13) Do you print the stock placement (putaway) document when the transfer order is created?
A: [ ] Yes
[
] No
14) Are transfer orders confirmed manually or automatically?
15) Please list the storage types that will have placement confirmation.
16) Does your legacy system automatically determine the storage bin in which to place the materials? Is this done manually?
17) Who is notified of a stock putaway? How is this person notified?
18) Will you maintain placement strategies (for example, storage types, storage sections, storage bins) for your stock materials?
19) How many storage bins do you have per storage type?
20) How many stock putaways (items) do you have per day?
21) Do you receive consignment stock from vendors?
A: [ ] Yes
[
] No
22) Do you receive articles that have batch or serial numbers from vendors?
23) Do you create a pre-allocation of your materials within warehouse management?
A: [ ] Yes
[
] No
24) Do you group together your pick list for multiple processing for a particular shipping point, route, pick date, stock placement, stock removal?
25) Do you receive materials with batch or serial numbers from vendors?
