Supplier evaluation transactions are performed by Supplier Evaluation option located under the Operations menu of the Purchasing Management module.
The suppliers to be evaluated and the date ranges are specified with the selections made in the filter lines of the Supplier Evaluation window. The filter options are:
Filter | Value |
|---|---|
Date | Start / End |
Supplier Code | Group / Range |
Supplier Title | Group / Range |
Auxiliary Code | Group / Range |
Trading Group | Group / Range |
Material Dependent | Yes / No |
Material Code | Group / Range |
Material Description | Group / Range |
Variant Code | Group / Range |
Variant Description | Group / Range |
Date Range: Indicates the date range in which the transactions will be considered for evaluation.
Supplier Code and Title: Suppliers which will be evaluated are specified in group or range format in these filter lines.
Trading Group: Used to specify the trading group(s) for the evaluation transaction.
Material Dependent: Used to determine the type for supplier evaluation method. Evaluation can be performed material dependent or independent.
If "Yes" is selected, the evaluation is performed materials dependent. In material dependent evaluation, the suppliers are evaluated for each material and material variant separately. Materials and material variants are specified in material and variant code/description fields.
If "No" is selected, evaluation is performed independently from materials. In material independent evaluation, a single evaluation is made for the all materials and their variants specified in filter lines.
Material Code / Description: Used to specify the materials to be considered in evaluation transaction.
Variant Code / Description: Used to specify the material variants to be considered in evaluation transaction.
The transaction started after clicking "OK" button. For the AR/AP record specified in the filter lines, the calculation is done according to the supplier evaluation set that has been assigned to the related account. If "Material Dependent" filter line is approved, a record is generated for each supplier base on selected materials.
User-Defined Criteria Sets and Calculations
If there are user defined criteria in the relevant criterion set on which evaluation is performed, these criteria are scored after completing the supplier evaluation transaction during the supplier Evaluation operations. The points are assigned to the used defined transactions by the user in supplier evaluation transactions, and these points affect the general point total.
Point calculation is started by entering one of the values assigned by the user previously in this window.