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Function documentationSupplier Scorecards Locate this document in the navigation structure

 

Scorecards contain an assessment of supplier performance, which is based on targeted and actual scores for the supplier. These scores are entered for the metrics defined in the scorecard definition.

Before you can add a scorecard to a supplier record, a scorecard definition must exist for a specific category or for all categories. The scorecard definitions are created in Administration.

You can add one or more scorecards for a supplier. If you add more than one scorecard, each scorecard must cover different time periods.

The scorecard is updated automatically if its metrics are edited. On the Scorecards page, you can add and edit scorecards for specific suppliers.

Activities

Adding a Supplier Scorecard

Scorecards contain an assessment of supplier performance, which is based on targeted and actual scores for the supplier. These scores are entered for the metrics defined in the scorecard definition.

Before you can add a scorecard to a supplier record, a scorecard definition must exist for a specific category or for all categories. To see the current scorecard definitions, choose Supplier Management in the navigation bar and select Supplier Scorecard Definition from the Performance submenu.

You can add one or more scorecards to a supplier record. If you add more than one scorecard, each scorecard must cover different time periods.

To add a supplier scorecard, do the following:

  1. On the Scorecards page for a supplier record, choose Add.

  2. In the Create Supplier Scorecard dialog box, select values for the criteria fields from lookup boxes.

  3. Choose Finish. Based on the criteria you select, the software selects a Scorecard Definition for you.

  4. On the Header page, fill in the fields.

    Note Note

    Check the box for Publish to Supplier and enter a date in the Date to Publish field to have the Scorecard appear in the Current Scorecards channel on the Supplier's Workbench.

    End of the note.

  5. Choose the Scores tab.

  6. On the Scores page under Scores, you see the Sections and Metrics associated with the selected Scorecard Definition. You can fill in the fields for Target Score, Actual Score, and Rating.

    Rating reflects how the actual score compares to the target score.

  7. Save your entries.

You can also add a supplier scorecard in the following ways:

  • Choose Supplier Management in the navigation bar and select Metric Entry from the Performance submenu.

  • To import a supplier scorecard, choose Supplier Management in the navigation bar and select Import Data from the Performance submenu.

Changing a Supplier Scorecard

The scorecard is updated automatically if its metrics are edited in Administration.

To edit a supplier scorecard:

  1. On the Scorecards page in a supplier record, choose Edit for the scorecard to edit.

  2. On the Header page, edit any fields.

    Note Note

    Check the box for Publish to Supplier and enter a date in the Date to Publish field to have the Scorecard appear in the Current Scorecards channel on the Supplier's Workbench.

    End of the note.

  3. Choose the Scores tab.

  4. On the Scores page under Scores, choose Edit for the section to edit.

  5. Edit the Comments box, which is the only field you can edit.

  6. Choose OK.

  7. Under Scores, choose Edit for the metric to edit.

  8. Edit any fields.

  9. Choose OK.

  10. On the Scores page, choose Rescore.

  11. Save your changes.

Entering Scores in a Supplier Scorecard

To enter scores in a supplier scorecard:

  1. On the Scorecards page for the selected supplier, choose Edit for the scorecard to edit.

  2. On the Header page, edit any fields.

    Note Note

    Check the box for Publish to Supplier and enter a date in the Date to Publish field to have the Scorecard appear in the Current Scorecards channel on the Supplier's Workbench.

    End of the note.

  3. Choose the Scores tab.

  4. Edit any fields, or choose Edit for a metric to edit.

  5. Edit any fields, including Actual Score.

  6. Choose OK.

  7. On the Scores page, choose Rescore.

  8. Save your entries.

You can also add a supplier scorecard in the following ways:

  • Choose Supplier Management in the navigation bar and select Metric Entry from the Performance submenu.

  • To import a supplier scorecard and its scores, choose Supplier Management in the navigation bar and select Import Data from the Performance submenu.