工厂调查问卷 Document number：PBGCG-0857-BTDO-0089-PTT1998
工厂调查问卷
Factory Survey Questionnaire
I.基本信息GENERAL INFORMATION
1.客户类型Customer Type
?加工Processing ?组装Assembling ?消费品Consumable ?化工Mechanical
?电子Electronics ?汽车零部件Auto Parts ?医药Medical
?其他Others
2.产品Product _____________________ 雇员人数Number of
Employees_____________________
3.制造类型Manufacturing Type ?离散型Discrete ?重复型
Repetitive
4.销售额Sales Revenue______________________
II. 技术信息Basic Information
1.是否有局域网？Do they have a LAN? ?是Yes ?否No
2.是哪种类型的局域网？What is the type of LAN?(列类型供选
择)___________________
3.是否有数据库，是哪种类型？What database do they use if any? (列类型供
选择)___________
4.是否有电脑，数量多少？How many PCs are they using now if any?
________________________________
5.是怎样的平台？What kinds of platform? (列类型供选
择)___________________________
6.是否正在使用管理信息系统, 使用情况如何?Are they using a MIS now?
How about it? __________________
7.是否有财务系统，是什么系统？What financial system are they using now if
any?______________________
8.有多少工作地点？How many physical sites do they have?
______________________________________
9.是否通过ISO9000认证？Have they passed the certification of ISO9000??是
Yes ?否No
10.工厂生产中存在着怎样的困难？What issues in your factory harrass you
most?(过于开放)__________
计划Plan
1. 您的部门中使用电脑吗？如果是的话，有多少台电脑，什么型号的? Do
you use computers in your department? If so, how many and what kind?
_______________________________________________________________ ___________________________
2. 您的工厂中发放正式的生产工作单吗？您是如何操作的？Do you release
formal production work orders to the factory? How do you do that?
_______________________________________________________________ ___________________________
3. 您是否考虑过库存情况？Have you ever consider the inventory? ?是Yes
?否No
4. 组装的提前期是如何决定的？What’s the lead time for assembly?
_______________________________________________________________ ___________________________
5. 你计划制定周期为多久How long is your planning horizon?
?季度Quarterly ?每月Monthly ?每周Weekly ?每天Daily
6. 你凭什么制定计划？What’s you planning source?
_____________________________________________
7. 如何决定制造/采购的时机和数量？（你怎么制定计划）How do you
decide when to make/purchase and how much?(How do you make plan)
_______________________________________________________________ _______________________
8. 是否有工厂日历？Do you have factory calendar? ?是Yes ?否No
9. 你所面临的最大问题是什么？你期望利用电脑改进哪些工作？What’s
your biggest problem? What do you expect the computers to improve your
operation?
_______________________________________________________________ _______________________
_______________________________________________________________ _______________________
采购Purchasing
1. 部门职员人数 Total staff in your Dept. ______ 采购员人数Number of buyer _______________
采购物料数量Number of purchased items_______ 采购零件Purchased parts _______________
原料Raw materials ______
在购买过程中您使用电脑吗？多少台，什么型号？Do you use
computers in purchasing? How many and what kind?
_______________________________________________________________ __________________________
您的采购流程是怎样的？What’s your purchasing procedure?
_______________________________________________________________ ___________________________
您是否正在使用采购订单进行采购？Do you use formal purchase orders?
?是Yes ?否No
采购材料时间 times for purchased items –最长longest ___________
最短Shortest ___________
原因Mean ___________ 采购零件的频率Frequency of ordering each
part_______________________________________________
您是如何知道订购的时间的？How you know when to place an
order?_______________________________
_______________________________________________________________ ___________________________
您是如何知道订购的数量的？How do you decide how much to order?
_______________________________
_______________________________________________________________ ___________________________
您是如何判断供货商的价格是否合理的？您有没有固定的供货商？How do you decide on a fair price with vendors? Do you have approved vendors?
_______________________________________________________________ ___________________________
您购买物料时是否会参考它们过去的价格？Do you purchase items
according to the history price records?
_______________________________________________________________ ____________________________
您是否专门为每个供货商和物料订立价格乘子？Do you have price matrix for each vendor and item ? ?是Yes ?否No
您是否会查看供货商以往的表现？Do you assess historical vendor
performance?
?是Yes ?否No
您在采购时是否会先查询该物料的库存状况？Can you enquiry the detail
of the item’s inventory situation when you do purchasing?
______________________________________________________________
您在采购中遇到的最大的问题是什么？What are your biggest problems in purchasing？
_____________________________________________________________________ ___________
库存控制 Inventory Control
员工总数Total staff:_________________
仓库数量及种类 Number and kinds of
stockrooms__________________________________
仓库是如何安排的？ How are the stockrooms
organized?________________________________
您所保留的库存记录是怎样的？ What kind of inventory records do you keep?
_____________________________________________________________________ 您是否统计实际盘存？多久统计一次？Do you do physical inventory? How often? ________________
_____________________________________________________________________ 您是否进行循环盘点。Do you do cycle count? ?Yes ?No
物料发放的审批步骤是怎样的？How are material issues authorized?
_____________________________________________
您是否正在使用工作订单和领料单？Do you have formal work orders and pick lists? ?Yes ?No
您是否有安全库存？Do you have safety inventory? ?Yes
?No
您生成和使用何种库存报表？多久制作一次？What kinds of inventory reports do you use and produce for
others? How often are they produced?
___________________________________________________
_____________________________________________________________________ _____________________
是否所有的物料项目都有唯一的零件号码？Do all items have unique part numbers? ?Yes ?No
您所面临的最大问题是什么？您期望利用电脑改进改进哪些工作？What’s your biggest problems. What do
you hope the computers can improve your operation?
____________________________________________
_____________________________________________________________________ ____________________
产品与车间Production & Shop Floor
员工总数Total staff __________
主要设备Main equipment
_______________________________________________________________ ____
工作中心数量，它们是如何组织的，它们位于何处？Number of
workcenter,how they are organized, and where are they located?
_______________________________________________________________ _________________________
什么是最主要的瓶颈What are the main
bottlenecks?____________________________________________
_______________________________________________________________ _________________________
您是否正在使用生产订单，领料单和工序进行管理。Do you use formal manufacturing orders, picklists, and routings? ?Yes ?No
您是否使用发料单？Do you have and use a dispatch list? ?Yes
?No
您如何重定工作时间表？您若何做CRP及安排生产？How do you rescheduled the work? How do you do CRP and arrange
production?_____________________________________________________ ____________
生产经理和领班使用何种报告来完成他们的工作？What kinds of reports do production managers and foremen use to do their jobs?
_______________________________________________________________ __
_______________________________________________________________ __________________________
生产经理和领班向他们的老板提供何种信息？What kind of information do production managers and foremen provide to their
boss?__________________________________________________________ _______
_______________________________________________________________ __________________________
工程Engineering
员工总数Total staff _____________________________________
物料清单BOM
工序Routing
成本信息Costing information
是否实施工程更改操作？简要描述该过程。Is a formal engineering change procedure implemented?Briefly describe the process.
_______________________________________________________________ ___
_______________________________________________________________ _________
销售，市场Sales, Marketing
员工总数Total staff ____________ 在外销售人员Outside sales
people__________
订单输入人员Order entry people
_________________________________________________________
市场Marketing
_______________________________________________________________ _________
有效客户数量Number of active
customers___________________________________________________
您是否会制作销售预测？如果是您会怎么做？Do you develop a sales
forecast and if so how is it done?
_______________________________________________________________ ________________________
预测限度是什么？What’s the forecast horizon?
____________________________________________
在您的部门里是否使用计算机？有多少，什么种类？您如何使用它们？Do you use computers in your department? How many and what kind? How do you use them?__________________________________
_______________________________________________________________ _______________________
您输入订单时，是否会查看产品的可用性？如何做？When you enter orders, do you check the availability of product? How?
_______________________________________________________________ ___________
_______________________________________________________________ __________________________
您是否给客户发送订单确认？Do you always send an order confirmation to the customer? ?是Yes ?否No
如果客户向您讯问他的订单状况，您需要做些什么来提供信息给客户，这个过程需要多久？If a customer called you to ask about the status of his order, what would you need to do to provide the information to him and how long would it take?
_______________________________________________________________ _______________________________________________________________ ___________________________
您是否做信贷检查？Do you have credit check? ?是Yes ?否No 您是否使用价格乘子？Do you have price matrix? ?是Yes ?否No 您使用何种报表？您希望有何种报表What kind of reports do you use? What do you wish you
had?________________________________________________________________________ _____________
您所面临的最大问题是什么？您期望利用电脑改进改进哪些工作What’s your biggest problems. What do you hope the computers can improve your operation?______________________________________________
_______________________________________________________________ ___________________________
财务Accounting
员工总数Total staff ______________________________
在您的部门里是否使用计算机？有多少台，什么型号？ Do you use computers in your department ? How many and what kind?
_______________________________________________________________ ___________________________
您是否需要处理多币制的事务？
Do you have a need to handle multi-currency transactions? ?是Yes ?否No
是否所有的财务事务都是手工输入的？或者有部分是从其他系统中导入的？Are all accounting transactions manually entered, or are some brought over from other systems?
_______________________________________________________________ ___________________________
每月完成总帐需要花费多长时间？How long does it take for you to close a month in G/L?
_______________________________________________________________ ___________________________
您是否使用标准、实际或平均成本系统？Do you use standard, actual, or average cost system?___________
_______________________________________________________________ ___________________________
库存价值是多少？占年销售额的百分之几？What’ s your inventory value? How much is this as a percent of annual sales?
_______________________________________________________________ ________________
_______________________________________________________________ ___________________________
您每月需要打印多少发票？每张发票有多少行物料？How many invoices per month do you print and how many line items per invoice?
_______________________________________________________________ ____________
货运和发票之间是否有自动的链接？Is there an automated link between shipping and invoicing? ?是Yes ?否No
应收帐和总帐之间是否有自动的链接？Is there an automated link between A/R and G/L.
?是Yes ?否No
您每月需要付多少款？您用什么方式付款？采购和应付帐之间是否有自动链接？应付帐和总帐之间是否有自动链接？How many payments do you make each month? What methods do you use for payment? Is there an automated link between purchasing and A/P? Is there an automated link between AP and GL?
_______________________________________________________________ __________________
您的部门生成何种报表？What reports does your department produce?
_______________________________________________________________ __________________
您所面临的最大问题是什么？您期望利用电脑改进改进哪些工作？
What’s your biggest problems. What do you hope the computers can improve your operation? ____________________________________________
_____________________________________________________________________ _____________________