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Scoping Checklist

The document outlines requirements for conducting a requirements study of a client's systems. It includes details on access needed to the client's test environment, scope of processes to be reviewed such as finance, logistics, sales and manufacturing. It requests information on points of contact, site visit logistics, timelines and expectations for the resulting requirements report. The client's existing documentation is also requested to aid the study.

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Tan Kim Khim Roland
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72 views2 pages

Scoping Checklist

The document outlines requirements for conducting a requirements study of a client's systems. It includes details on access needed to the client's test environment, scope of processes to be reviewed such as finance, logistics, sales and manufacturing. It requests information on points of contact, site visit logistics, timelines and expectations for the resulting requirements report. The client's existing documentation is also requested to aid the study.

Uploaded by

Tan Kim Khim Roland
Copyright
© Attribution Non-Commercial (BY-NC)
We take content rights seriously. If you suspect this is your content, claim it here.
Available Formats
Download as DOC, PDF, TXT or read online on Scribd
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Check List for Requirements Study

1. Consultants will require access to the CRP/Testing Environment (This must be representative of
the Production Environment)
2. Scope of the Study
o What facilities are included in the review? Based only on Albion Facility? Any Operation
Centre that have different process/practices
o Who are the relevant parties involved in the implementation? The Project Team
Structure.

o What processes will need to be reviewed?

Finance Management - Business Analysis and Solution Design


Manage The Business
Accounting to Financial Reports
GA - Model Company - COA and Consolidation
Accounts Receivables
Accounts Payables
Financial/Management Reporting

Manage The Materials & Logistics


Forecast To Plan
Demand To Available
Inventory to Fulfilment (Includes Bulk Stock)
Receipt To Inventory Accuracy
Warehouse Layout To Inventory Valuation
Product Cost To Inventory Revaluation
Manage The Sales
Order To Cash
Order To Shipment
Order To Drop Shipmnet
Customer Invoice To Cash
Manage The Supplies
Procure To Pay
Order To Shipment
Order To Drop Shipmnet
Customer Invoice To Cash
Supplier Return - Debit/Replacement

Manufacturing Management - Business Analysis and Solution Design


Design To Build
Plan To Schedule (Planning & Scheduling, MRP)
Design To Release (PDM)
Assemble to Order to Shipment (SFC)
Inspect to Disposition (Quality Mgmt)

o Are there existing documentations on these processes?

Requirements Study Check List


eEnterpriseOne
Check List for Requirements Study

3. Logistical information:
o Who is the Center Point of Contact for this Project – Who should the Consultant
Contact?
o Where should the Consultant go? Directions, transportation options, recommended
hotels, contact phone number?
o When are the dates for the review? 5th December 2007 (Wednesday)to 19th December
2007 (Wednesday). All dates inclusive in the study? Additional provision to be made for
travel.
o Additional contact with client prior to assessment:
o Establishing an agenda-who to meet with and when (day and time)
o Notify client of travel dates and times

4. Setting Expectations:
o Who should the Consultant send the Requirements Study (Business Analysis Reprot) to?
o When does the review need to be completed?
o What, if any, are the known areas of concern?
o Identify any unusual uses of J.D. Edwards’s software that may be used to solve a
business requirement and may require special attention.
o What are the client’s expectations?
o What documentation are available for the study?
• Organization Structure
• Chart of Accounts
• Customer, Supplier and Item Coding Structure and Classification
Structures
• Samples of Forms in use (Financial, Distribution and Manufacturing)
• Samples of Reports in use, When and where used (Production Schedule
and Distribution List)
• User Manual, End user documentation, current process flow diagram?
• Written procedures/process

Requirements Study Check List


eEnterpriseOne

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