Vendor card

Purpose

On the vendor card, you define whether a vendor is included in vendor evaluation. The page also shows key figures from the last rating as well as PPM-related target values.

Prerequisites

• The vendor exists as master data in Business Central.
• The basic Vendor Rating setup and classification logic are maintained.
• You know whether the vendor should also be evaluated through PPM.

Recommended order

1. Open the relevant vendor.
2. Go to the Rating section.
3. Enable vendor evaluation for the vendors that should be rated.
4. Decide whether PPM should be calculated and maintain target values.
5. Review the result of the last rating.

Setup components

Relevant fields in the Rating section

In the Rating section, you maintain or review the following fields in particular:

• Vendor evaluation to enable rating for the vendor
• Calculate PPM to include the vendor in PPM evaluation
• Current PPM target and New PPM target
• Last calculation and Last achieved points
• ABC class and ABC class (manual)

Click to enlarge

Understand the latest rating result

The latest achieved points and the automatically calculated ABC class give you a quick view of the vendor’s current performance. This makes it easy to see whether a vendor is improving or deteriorating.

Use manual classification deliberately

You can maintain the manual ABC class if you need to document a different internal assessment. The automatically calculated rating remains the objective basis for reporting.