Setup

Core setup of BE-terna Vendor Rating in Business Central.

Purpose

Before you rate vendors, configure the core parameters for BE-terna Vendor Rating. This setup defines the time frame, scoring logic, and classification model that all later evaluations and reports are based on.

Prerequisites

  • BE-terna Vendor Rating is installed and available in Business Central.
  • You have access to the setup area as well as the relevant master and transaction data.
  • The rating period, scoring logic, and desired vendor classification have been aligned from a business perspective.
  1. Maintain the rating setup with periods, total score, and business criteria.
  2. Define grade percentages so manual ratings can be converted into points.
  3. Define classifications with percentage thresholds.
  4. Optionally create an example setup as a starting point.
  5. Complete the rating criteria schema, thresholds, and vendor-specific settings.

Setup components

Rating setup

The rating setup defines the basis for later evaluations. This includes the relevant posting period, the maximum score, and the business criteria that are taken over from Business Central.

Maintain in particular:

  • Previous-year period for comparisons and historical review
  • Current-year period for the active rating period
  • Total score to control the granularity of the result, recommended at 1000 points
  • Criterion “Grade up to” as the highest grade used in the system, recommended at 5 or 6
  • business criteria such as appearance, delivery time, delivered quantity, and PPM

Vendor Rating setup page Click to enlarge

Classification

In Classification, you define how vendors are grouped based on their overall result. The system calculates an overall percentage and automatically assigns a class such as A, AB, or B.

Define:

  • the class code
  • the corresponding percentage range

Vendor classification setup Click to enlarge

Grade percentages

In Grade Percentages, you define which percentage value belongs to each grade. These values determine how many points are awarded in the rating audit for a given grade.

Example: If grade 2 is assigned 75%, the vendor receives 75% of the available points for that grade.

Only change these assignments at the beginning or end of a rating period so that existing ratings remain consistent.

Grade percentage setup Click to enlarge

Example setup and master data

If you want to start from a predefined structure, you can create an example setup. Afterwards, complete the rating criteria schema, grade definitions, thresholds, and vendor-related settings.

Process Initial setup guidance These points help you establish a consistent first productive rating setup.
  • Change grade percentages and classification thresholds only at the beginning or end of a rating period.
  • Enable only business criteria that are maintained consistently in your purchasing processes.
  • Before the first productive rating run, also review the rating criteria schema, thresholds, and vendor master data.

Links

Further Information

Setup and master data

Operational use