Questionnaire in Oracle EBS Order Management

1. Need to understand the Organization structure of the Company

1.1 President / CEO

1.2 Operations

1.3 Sales / Marketing

1.4 Finance

1.5 Accounting

1.6 System

1.7 Order Entry

1.8 Material

2. Sales Order Processing

2.1 How many transactions do you have a day (week, month)
2.2 What is unique about your operations as compared to other companies?
2.3 What is your on-time Pct
2.4 Any special reporting/print-out requirements
2.5 What do your customers complain about?
2.6 How do you receive orders?
Sales force EDI Telephone Fax Mail Other
2.7 What line status
2.8 Do you do formal quotations?
2.9 Do you need to track those quotations?
2.10 Do you need to print in any foreign languages?
2.11 Do you need to trade in foreign currencies?

3. Sales Order Details

3.1 How do you quote delivery dates?
3.2 How do you structure your customer categories?
3.3 Are there any Hierarchies?
3.4 Retail?
3.5 Do your products have any configuration requirements (if Yes describe)?
3.6 Do you sell regionally?Nationally? Internationally?
3.7 Do you sell Direct?Distributors?OEM


4. Sales order Maintenance

4.1 Do you Make to Stock/Make to Order/Assemble to Order/Configure to Order/Engineer to Order:
4.2 Are any of your products serialized?Lot traced?
4.3 Do you ever get returns from customers?
4.4 What is returns process?
4.5 Do you have a field service organization?Do you track warranties?
4.6 Do you sell spare/replacement parts?
4.7 Describe your pricing policy:
4.8 Do you need to do Sales Force Automation?
4.9 Describe the Order Flow Process: