Field Help for Master Agreements Performance

Field Help for Master Agreements Performance Period Dialog Box

Field	Description
Name	Indicates the name of the performance period. This is a required field.
Type	Indicates the type of the performance period. This value is set on the Performance page.
Evaluator	Indicates the user who will evaluate the supplier for this performance period. By default, this is the document owner. Click the Lookup icon to choose another user.
Period Type	Click the Lookup icon to choose a time period to evaluate. This is a required field. Click Add to add a time period. Fill in the fields in the Performance Period Detail dialog box and click OK.

Field Help for the Master Agreement Performance Period Detail Dialog Box

To clarify these fields, sample values will be provided for the following example:

Example Example

You set up a performance metric to track on-time deliveries for a supplier. The supplier has made a total of ten deliveries, eight of which were on time.

End of the example.

Function	Description
Time Period	Select the time period to which to apply the performance metric.
Number of Occurrences	Enter the number of times the performance metric criteria have been met. In the above example, you would enter the number of on-time deliveries: `8`.
Total Occurrences	Enter the total number of instances to apply the criteria. In the above example, you would enter the total number of deliveries: `10`.
Performance Record	For a percentage performance detail, this field is system calculated and indicates the percentage of time the performance metric criteria have been met. Using the above example, this field value would be `80%`. For a count performance detail, type a value indicating the percentage of time the performance metric criteria have been met.
Performance Target	Enter the percentage of time you require the supplier to meet the metric criteria. In the above example, you might enter `90%`.
Alert Trigger	Enter a value that will create an alert. When the value in the Alert Trigger field is reached, the alert is created. Use the following guidelines in selecting an alert trigger: If a high number for the metric is more desirable (as in the above example, when tracking on-time deliveries), enter an Alert Trigger value that is smaller than the Target value. If the record falls below the alert trigger value, an alert is created. In the above example, you might enter `75%`. If a low number is more desirable (for example, if you are tracking late deliveries), enter an Alert Trigger value that is larger than the Target value. If the record rises above the alert trigger value, an alert is created. We recommend that you do not enter the same value in the Alert Trigger and Target fields. If these values are the same, the system assumes that higher values are preferable, and a record that falls below the alert trigger value will create the alert.