Requirement Gathering Questionairre: Order Management

In the Requirement gathering sessions the consultants will be collecting lot of information for understanding the current system. 

Below are some of the Questions you as a consultant may ask. You can adjust and remove the questions according to the context of the engagement. 

Your feedback is highly appreciated.

Order Management Questions	Type	Response	Revisit Y/N
Do you use customer agreements/contracts to manage specific price lists?	Process
Do you use customer agreements/contracts to manage specific discounts?	Process
Do you use customer agreements/contracts to manage specific payment terms?	Process
Do you use customer agreements/contracts to manage specific invoicing policies?	Process
How do you track customer contact people?	Process
How do you receive notice to create/generate a customer order?	Process
What are the milestones of your sales order cycle?	Setup
Does your sales order cycle involve product shipment?	Setup,Process
If your sales order cycle involves product shipment, how do you manage partial shipments and resulting backorders?	Setup,Process
Do you use standard item codes with default pricing and default accounting information?	Setup,Process
Do you enter orders in batches?	Process
How are batch orders defined?	Setup
Do you use batch controls, such as counts and amounts?	Process
What are the units of measure you use when you order items?	Setup,Process
Do you have customers who order for other customers?	Process
How do you handle orders without shipment information?	Process
How do you handle orders from unknown customers?	Process
What are your policies and procedures about adjusting orders?	Process
What are your policies and procedures about canceling orders?	Process
How often do you adjust orders?	Metric
How often do you cancel orders?	Metric
How many orders do you receive in a month?	Metric
How many orders are canceled in a period?	Metric, Process
What are the reasons for canceled orders?	Metric,Process
How do you track market demand for your products?	Process
Do you drive near term production from sales orders?	Process
Do you have regional market demand?	Performance
Do you repair customer products?	Process
Do you perform product upgrades?	Process
How often does your Company introduce new products?	Process
How many new products do you introduce over a fiscal year?	Metric
Do your customers drive the new product introduction?	Process
Do you sell the prototypes?	Process
When do you release the new product to production?	Process
Do you split commissions?	Process
Do you use channel sales?	Setup
Do you have different sales territories?	Setup
Who maintains customer information?	Process
Do you default other information (payment terms, shipping, tax) at the Customer Level?	Process
Can this information be changed and updated at the time of order entry?	Process
What are the factors that can place orders on hold?	Setup
Under what circumstances do you hold a booked order?	Process
Who is responsible for putting orders on hold?	Process
Who is responsible for removing order holds?	Process
Do you have rules based pricing? (for example, such as a matrix for computer product and CPU model)	Setup
Do you compute the average selling price of a product on a regular basis?	Metric
Do you have GSA contracts that limit your commercial pricing?	Setup
Do you have default price lists?	Setup
How many active price lists do you have?	Metric
What default information do you use for price lists?	Setup
How do you attach customers  to price lists?	Setup
Are all customers attached to a price list?	Setup
Can price list be overridden at time of order entry?	Process
What types of discounts do you use?	Setup
Do you discount by customer or customer site?	Setup
Do you discount by quantity?	Setup
Do you discount by product/product line?	Setup
Do you have promotional discounts?	Setup
Do you enter orders while the customer is on the phone?	Setup
Are your order takers assigned to a specific order type?	Setup
Do you tell the customer the price of the order while on the phone?	Process
Do you promise orders based on a master schedule plan?	Process
Do you measure re-schedules?	Metric
Do you track requested to actual ship dates by product?	Metric
Do you ship from multiple locations?	Setup
How is the shipping location determined?  (i.e. by geography or product availability?	Process
How is a backorder placed?	Process
When is an order considered a committed order?  (for example, at order entry, booking, when ship date promised)	Process
How many of your locations take Orders?	Process
Do you require hard copy of the customer purchase order prior to order entry?	Process
Do you do check customer credit prior to entering an order?	Process
Do you take orders only from approved customers?	Process
What are the types of orders that you process? (for example, goods, services, or returns)	Setup
Do you take international orders?	Process
What are the processing steps for each type of order?	Setup
Is there an approval cycle for each type of order?	Process
Do you have specific procedures for the taking of each type of order?	Process
Is there a different paper trail for each order type?	Process
What do you like about your current order entry system?	Process
Do you accept configured sales orders?	Process
What percent of all orders are configured?	Metric
Do you have a special price list for configured products?	Process
How do you check Available to Promise for configured orders?	Process
Do you give the customer a ship date while on the phone?	Process
Do you promise configured orders based on a master schedule plan?	Process
When is a configured order considered a committed order?  (for exmample, at order entry, booking, when ship date promised)	Process
How many orderable products do you have?	Metric
Do you sell multiple units of measure for a single product?	Process
Do you sell expiration dated material?	Setup
Do you have a material catalogue?	Setup
Do you give the customer a ship date while on the phone?	Performance
Do you check Available to Promise prior to quoting ship date?	Performance
What is the average number lines per order by order type?	Performance
Is your order volume steady or seasonal?	Performance
How may shipments per month?	Performance
How many invoices per month?	Performance
Do you have a central registry of  customers  which supports more than one  business?	Process
Do you maintain intercompany price lists?	Metric,Setup
Are orders taken by one business which are then shipped  from another business ?	Process,Setup
How do you handle shipment of backorders?	Process
What percentage of orders have backordered lines?	Metric
Do you generate separate picklists for backordered product?	Process
Do you ever pick product destined to a different customer, ship it to a higher priority customer, and backorder the previous customer?	Process
What are the types of documents that you generate?	Process
Do you use the invoice as a ship confirmation to the customer?	Process
Do you allow partial payments of invoices?	Process
When do you send the invoice.  With each shipment?	Process
How many "bill-to’s" do you maintain for each customer?	Metric
How do you interface to your invoice system?	Process
Do you track lot or serial numbers in shipments?	Process
How many shipments do you confirm each day?	Metric
Do you confirm shipments before or after goods leave the dock?	Process
Who confirms the shipments?	Process
Who is informed of shipment confirmation?	Process
Does your company stage shipments?	Process
How many locations do you ship from?	Metric
Do you measure confirmation to actual shipment?	Metric
What triggers the release of orders for shipment?	Process
What type of documents do you use when picking the shipments?	Process
How do you arrange an order  on a shipping release or pick list? (location, shipper, date, and so on).	Setup
What is the average number of picking lines per  order?	Metric
Do you or your customers allow partial shipments?   Or, do you ship complete only?	Setup
Do you ever reprint pick lists?	Process
Do you have specific locations for specific shipments?	Process
If one warehouse does not have sufficient goods for the order, do you transfer goods from other warehouses?	Process
How many orders do you enter on a peak day?	Performance
What is the average number of lines per order per day?	Performance
How many orders do you pick release on a peak day?	Performance
How many backorders do you process on a peak day?	Performance
How many invoices do you generate on a peak day?	Performance
Do you generate separate picklists for backordered product?	Process
Do you use the invoice as a ship confirmation to the customer?	Process
Who owns the returned product?	Process
Do you have returns for credit?	Process
What kind of credit do you offer? (Cash, Goods, and so on)	Process
If the return is for  credit, who is responsible for credit?	Process
Will credit memos be issued automatically upon return, or will you have special procedures for credit memos?	Process
Is Accounts Receivable responsible for return credit?	Setup
How does the credit department get the return goods information?	Process
How many customer returns do expect in an average month?	Metric
Do you have a standard process for customer returns?	Process
Do you use Return Material Authorizations?	Process
Who assigns the "RMA" number?	Process
Is there a connection between your Return Authorization number and the original Sales Order Number?	Process
Do you have return for replacement?	Process
Do you have return for repair?	Process
Will you accept obsolete product for return?	Process
Do you differentiate shipments to and from your warehouses from shipments to outside customers?	Setup
How do you generate shipping schedules?	Process
Are they based on customer due date?	Process
Are they based on shipment to regional areas?	Process
Are they based on inventory needs at your regional sites?	Process