The Supplier Information report shows key information about a selected supplier, based on the data entered on the P.20.01 Suppliers/Subcontractors screen.
Select one or more project(s) to restrict the result accordingly, and click .
To select multiple values, press and hold CTRL while selecting values from the list.
Select the supplier from the list.
The available panels on this page are described below.
Supplier Information
Here you can see basic information for the supplier, like the supplier and company name, the country where the supplier is based, and the company logo.
Rating
Suppliers will be evaluated by their performance per order and per project. In Smart Materials, there are two methods available to evaluate the performance. You can either do the evaluation on the P.50.07 Maintain Agreements screen by entering a value in the Performance Score box, after the agreement has been issued. This performance value is also displayed in the Rating box in the Agreement Performance block on P.20.01. Or, you use the performance evaluation groups on the Performance tab of the P.20.01 Suppliers/Subcontractors screen. In this case you obtain the evaluation based on pre-defined criteria.
If you enter the scores in the Supplier’s Performance block on the Performance tab on P.20.01, the rating of each agreement is calculated as follows:
-
The sum of the weight factors of all performance criteria (covering all performance evaluation groups) with a score > 0 (zero) is calculated.
-
The number of performance evaluation groups assigned to the supplier is determined.
-
The total of the weight factors (step a) is divided by the number of groups (step b).
-
The total of each score multiplied with its weight factor is calculated and divided by the total of the weight factors determined in step c.
-
Finally the rating of an agreement is calculated as follows: The value calculated in step d is divided by the number of groups (step b), and this calculated value is divided by 5.
Depending on the method you use you have a rating range from 0 (very poor) to 1 or to 5 (excellent).
The overall rating of the supplier is calculated as the average of the agreement ratings based on the selected projects, and displayed on a progress bar. Additionally, the supplier’s POs with the best and the worst ratings appear.
Performance Timeline
A line chart shows the supplier’s performance timeline, based on all (non-zero) purchase order ratings.
Values per Project
A bar chart shows the allocation of the purchased amount to the projects for the selected supplier (in the currency unit defined by the session currency setting).
The chart is not displayed if unit conversion rates are missing. The conversion from supplier preferred currency to the session currency unit is considered.
Click in the chart to open the Agreements and Line Items report where the details of the selected piece are displayed.
Purchase Orders by Supplier
A bar chart shows the top 15 purchase orders of the selected supplier, based on the purchased amount (in the currency unit defined by the session currency setting). The remaining purchase orders are added up and the total value is displayed with the Other part.
The chart is not displayed if unit conversion rates are missing. The conversion from agreement currency to the session currency unit is considered.
Click in the chart to open the Agreements and Line Items report where the details of the selected piece are displayed.
Data Sources
The table below shows the Smart Materials screen(s) where the data is entered that is displayed in this report. Additionally, this table shows the synchronization table and the CIPs used by the report, and the name of the log file created by the sync job or the report.
Screen |
P.20.01 Suppliers/Subcontractors |
Table |
n/a (no synchronization, direct query) |
CIP |
n/a (no CIP) |
Log File |
n/a |
The following table shows all values displayed in the report, with the related Smart Materials screen and field where the value is displayed, the database table and column where the value is stored, and CIPs, functions, or procedures that are used to retrieve the value. Optionally, additional comment on the value is entered in the last column.
Value |
Screen |
Field |
Database Column |
Other Source/Comment |
---|---|---|---|---|
Supplier |
P.20.01 |
Supplier |
m_suppliers.sup_code |
|
Company |
P.20.01 |
Company |
m_suppliers.company_id (-> m_companies.Company_code) |
|
Country Code |
P.20.01 |
Country Code |
m_suppliers.cy_id (m_countries.cy_code) |
|
Overall Rating |
P.20.01 |
Overall Rating |
||
Best PO |
P.20.01 |
m_sup_po_perfs. |
||
Worst PO |
P.20.01 |
m_sup_po_perfs. |