INV Questionnaire QuestionnaireQuestionnaire.doc

Inventory Questionnaire & Feedback
Revised 05/08/24
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C:tempwindows20240508143309_11728946f59cef231f03bfa3ff53934361022fdcinvquestionnaire-240508143308-1c9df1b7.doc
CLIENT - Discussion Notes
Date:
Module:
Attendees:
Major Topic Questions Comments/Conclusions R2
i GAP
Inventory Structure What is your corporate structure (sites and
functions)?
Do you have Distribution Centers or
warehouses physically separated from
operations? If so, how many?
If more than one do you transfer materials
between distribution centers/warehouses?
Do you track transit time between distribution
centers/warehouses?
What three-letter code(s) would you like to
name your organization(s)?
How many stockrooms or inventory stocking
points do you have?
Do you stock material on the production floor?
Do you backflush material from production
areas? Or Do you issue material against a
job?
Do you have non-nettable inventory (i.e. not
available to planning)?
Do you have non-reservable inventory (i.e. not
available for sales order reservation)?
Do you maintain an inventory of expensed
material?

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i GAP
Do you track on-hand balances for expensed
material?
How do you handle MRO material?
Do you use bin locations or other stocking
locations within any of your stockrooms?
What is your bin structure (e.g. row, shelf,
bin)?
Do you have a separate MRB Inventory?
Will you allow negative inventory balances?
How many people work in Operations and
what are their roles and functions?
How many active items do you have?
How many inactive items do you have?
Will you convert all items to Oracle?
What are your company addresses for Oracle
locations such as ship-to, receiving, bill-to etc.
Item Numbers How many characters does your inventory
item number have?
Do you plan to change your item numbering?
Do you have a consistent numbering format?
Any problems with multiple item numbers for
the same item?
What about localized products?
What is the maximum length of your item

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i GAP
descriptions?
Do you have a standard format for item
descriptions?
Who is responsible for defining items?
Who can update items?
Do you track on-hand by revision for selected
items?
Categories Do you have multiple ways for
grouping/classifying items?
Does purchasing use commodity codes?
How does each of the following groups
classify items:
 Inventory
 Purchasing
 Costing
 Engineering
 Order management
 Planning
 Service
How would you like to group/classify items?
Product Type? (I.e. Finished Good , Stock,
Service, Training etc.) Product Family/Product
Line? Commodity? Other?
Catalogs Do you use Group Technology (GT) codes?
Do you catalog your items?
How many different catalogs do you use?
Would you like to build item descriptions
based on catalog descriptive element entries?

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i GAP
Templates What types of basis functionality is required
for each of your items? I.e. shippable,
stockable finished good item or service item
which is not shippable or stockable but
orderable.
What ‘natural’ groupings do you have for your
items (e.g. purchased item, sub-assembly,
finished good, expensed item, MRO item,
etc)?
Cross Referencing Have you identified substitute items or related
items for some of your inventory items?
Do you cross-reference any items to a
manufacturer and manufacturer’s part
number?
Do you cross-reference any items to a
customer part number?
Do you have any generic cross-referencing
requirements, such as old part numbers to
new item numbers?
Costing What costing method(s) do you use?
How do you wish to break down item costs?
How do you set standard costs?
What account numbers do you use for
inventory balances? Does it vary by
stockroom? Product family? Other?
Serial Number/Lot
Tracking
Do you track items by serial number?
When do you assign serial numbers? At
receipt? At shipment?

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i GAP
Do you track serial numbers through multiple
build levels?
What is your serial number prefix?
What is your starting serial number?
Do you predefine serial numbers before
assigning them to inventoried goods?
Do you track items by Lot?
What is your lot number prefix?
What is your starting lot number?
Do you assign lot numbers at receipt?
Do you track supplier lot numbers?
Do you track lot numbers through multiple
build levels?
Do you have expiration dates for any lot-
controlled items?
Workday Calendar Do you work Mon. through Fri. with Sat. and
Sun. as days off?
How many shifts do you work and what hours
are the shifts for?
Is your calendar in 12 month or 4,4,5 or 5,4,4
format?
Please provide holiday schedule for the next 2
years
Inventory Accuracy Do you regularly cycle count your inventory?

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i GAP
How frequently do you count – daily, weekly,
monthly?
Do you wish to use approval for cycle count
adjustments?
Do you cycle count each stockroom
individually, or groups of stockrooms together,
or all stockrooms as a whole?
How do you select items for cycle counting?
Do you have cycle count control items, which
you wish to count with each count schedule?
What is your count frequency (counts per
year) for your cycle count groups?
Do you sort your items by ABC classifications
for cycle count?
What will you name your ABC groups?
What is the primary ABC group for planning?
What ABC classes will you use in your ABC
groups?
Do you perform periodic or annual physical
inventories?
Do you count all items in stock during a
physical inventory?
Inventory Planning Do you use inventory planning methods such
as Min-Max or Reorder Point?
Do you perform min-max planning at the
subinventory (stockroom) level? Or at the

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i GAP
organization level?
Are min-max planned items replenished from
outside suppliers? Other inventory
organizations? WIP builds?
What percentage of your parts are Min-Max
planned? Please supply examples.
Do you have safety stocks for Reorder Point
planned items?
What percentage of your parts are Reorder
Point planned? Please supply examples.
Do you periodically replenish expensed items
stock?
Are on-hand balances maintained for stocked
expensed items?
Transactions What kinds of transaction do you perform?
 Account issues
 Account receipts
 Inventory (stores) transfers
 Inventory organization transfers
 RMA receipts
 WIP issues and completions
 Purchase receipts
 Shipments
Do you plan to use reason codes for selected
transactions?
What is the transaction volume?
Do you use Kanbans to drive inventory
movement and replenishments?
Will you backflush material in WIP?

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i GAP
Do you allow unordered receipts?
Do you allow over or under receiving?
Tolerances?
Do you allow receipts prior to or after PO
schedule date? Tolerances?
Do you receive inventory into and/or pick
inventory from default stock locations for your
items?
Do you use picking rules based on receiving
dates, etc.?
Do you use Move Orders to move material
from one location/sub-inventory to another?
Do you use Movement Statistics?
Account Aliases Do you want to use short hand names for
Inventory Misc. Transactions?
Unit of Measures What units of measure do you use( Each,
Pound, Feet, Hour)?
Are some items purchased, stocked, issued,
sold or shipped in different units of measure?
Do you have interclass conversion needs?
Do you have some item conversions that are
item specific?

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Interfaces Requirements/Issues Comments R2I/GAP
Conversion Requirements/Issues Comments R2I/GAP
Items
On-hand balances
Mfg part number cross reference
Customer part number cross
reference

INV Questionnaire QuestionnaireQuestionnaire.doc

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