SAP B1 Questionaire ( New Implementation)

No. Query

1 What is your company nature of business and industry ? E.g Service/Trading/Manufacturing?

2 What is your current ERP system or accounting system?

3 How many company you intend to implement?

3.a If more than one, do you intend to impplement Inter company transactions and consolidation?

4 What are the reasons or key motivation factors for looking for new ERP system?

5 What are the pain points you encounter with your current system?

6 When do you want to start the implementation of the new ERP system?

7 What are the modules you want to implement?

e.g. Sales, Purchasing, Finance, Inventory, Production, Service

8 What is your company financial year? E.g. Jan-Dec

9 What is your local currency ? E.g. SGD

10 Do you generate financial reports to your HQ in different currency? Ex. Singapore company but HQ in
US

11 What foreign currencies are used?

12 Do you require cost center/profit center?

13 How do you generate your financial reports? By cost/profit center? Project?

14 Do you require Fixed Assets? How do you record it? How many FA you have?

15 Do you require to keep track budget? How do you generate it?

16 How many vendor/ customer you have ? Estimate

17 How many items/stocks you have? Estimate

18 What are the types of items procured/sell? For example, raw materials, finished products , spare parts,
office materials, etc.

19 How do you track your items? By serial? Batch? Moving average? FIFO?

20 Do you generate stock aging? By expiry date?

21 Do you manufactured products?

22 Do you track Item Costing? How?

23 Do you track Project Costing? How do you generate?

24 Do you export Goods? What documents you prepared? E.g. Proforma Invoice, packing list

25 Do you import Goods? Do you track landed Cost? How?

25 State other requirements and wish list with new system :

Reply Remarks

Trading, service, manufacturing, rental

SQL Payroll , SQL Accounting, Workshop Pro

Yes

To have a system that can cover all our operations, so

that we can generate a standardized report when
needed

Limitations of

ASAP

Sales, Puchasing, Finance, Inventory, Manufacturing,

Rental

30th June

RM

No

USD, Euro, SGD, JPY, Yuan, BND

Yes

By branch and by department.

Yes, classify to the nature of the fixed assets, e.g.

land and building, motor vehicles, furniture and
fitting, plant and machinery, equipment, computer. A
lot of fixed assets.

Yes,

Around 1,000 vendors (trade and non-trade nature)

and 1,500 customer accounts (some customers have
more that one account. Different accounts for
different types of goods/services).
DLT 7368 Line items, DLM 33072 line items

Raw materials, finished products , spare parts, office

materials,

System is based on FIFO I suppose

No idea if it is expiry date or not, refer screen shown

Yes , need to have work in progress report (WIP)

Yes, from stock card. But we hope system is able to

update the cost automatically which current system
requires manual update

Yes,
Yes, but very seldom, only to Brunei. Invoice, Delivery
Order
Yes, key in declaration, price from vendor + CIF,FOB