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Key tasks: Set up vendor ratings for categories [AX 2012]

Updated: February 25, 2011

Applies To: Microsoft Dynamics AX 2012 R3, Microsoft Dynamics AX 2012 R2, Microsoft Dynamics AX 2012 Feature Pack, Microsoft Dynamics AX 2012

As a purchasing agent or purchasing manager for your organization, you can set up the criteria to evaluate vendor performance. Each organization must set its own standards for evaluating vendor performance. Each organization must also determine the procurement categories and products for which evaluations are required from employees who request products in the selected categories.

You can complete the first evaluation of vendors in the selected categories. When you rate a vendor, the rating appears as the Specialist rating in Employee services in Enterprise Portal for Microsoft Dynamics AX.

Click these links to find more information about the concepts that are discussed in this topic.

Key tasks: Set up and maintain procurement category hierarchies

Use this procedure to create a group for related evaluation criteria. For example, create a vendor evaluation criterion group named Rate all vendors that you and requesters use to rate all vendors in any procurement category. Create and assign rating criteria such as Quality, Price, and Delivery time to this group. When you associate the group to a procurement category, the employee who is requesting a category item evaluates the vendor for the quality and price of the product and for the promptness of the delivery.

ImportantImportant

You must set up vendor evaluation criterion groups before you can create an evaluation criterion for the group.

  1. Click Procurement and sourcing > Setup > Vendors > Vendor evaluation criterion groups.

  2. Click New.

  3. Enter a unique name for the group.

  4. Enter an optional detailed description of the group. To translate the description into another language, click Translations on the toolbar.

  5. Click Vendor evaluation criteria to create and assign individual evaluation criteria to the group.

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Create an individual evaluation criterion, and then assign the criterion to a group. You can assign an evaluation criterion to multiple criterion groups.

ImportantImportant

You must set up vendor evaluation criteria groups before you can create evaluation criteria.

  1. Click Procurement and sourcing > Setup > Vendors > Vendor evaluation criteria.

  2. Click New.

  3. Enter a unique name for the criterion.

  4. Enter an optional detailed description of the criterion. To translate the description into another language, click Translations on the toolbar.

  5. Select a vendor evaluation criterion group. To assign the criterion to multiple groups, select a group, press CTRL+S, and then select the next group.

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Use this procedure to add an evaluation criterion group to a procurement category.

  1. Click Procurement and sourcing > Setup > Categories > Procurement categories.

  2. In the left pane of the Procurement categories form, select a procurement category.

  3. On the Vendor evaluation criterion groups FastTab, click Add.

  4. In the Add vendor evaluation criterion groups form, click a vendor evaluation group to view the individual evaluation criteria assigned to the group.

  5. Click Select -> to assign a group to the procurement category.

  6. To remove a group, click Remove.

  7. Click OK.

  8. Alternatively, on the Vendor evaluation criterion groups FastTab, you can select the Inherit vendor evaluation criterion groups from parent category: check box to assign the same vendor evaluation criterion groups to the selected category that are assigned to the parent of this category.

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Use this procedure to evaluate a vendor in a procurement category. Your evaluation appears as the Specialist rating when an employee selects the vendor when ordering products on the Employee services page of the Enterprise Portal.

Before you evaluate a vendor, you must assign vendor evaluation criterion groups and rating criteria to a procurement category.

  1. Click Procurement and sourcing > Setup > Categories > Procurement categories.

  2. In the left pane of the Procurement categories form, select a category in which you want to evaluate a vendor.

  3. On the Vendors FastTab, select a vendor from the list of vendors assigned to the category.

  4. Click Evaluation to open the Rating on vendor evaluation criteria form.

  5. In the right pane, enter a rating for the vendor for each evaluation criterion, and then close the form to save your ratings.

The average rating for a vendor is calculated as the sum of all numeric ratings by requesters, divided by the number of ratings.

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Announcements: To see known issues and recent fixes, use Issue search in Microsoft Dynamics Lifecycle Services (LCS).
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