Use this non-editable screen to view vendor performance statistics for a selected range of vendors, as well as address information, assigned items, and notes. Much of the information that displays in this screen is produced by the Calculate Vendor Performance screen in Costpoint Procurement Planning.
Run this screen any time you need to review a vendor's performance. You can update this information in the Calculate Vendor Performance screen in Costpoint Procurement Planning.
Enter, or use Lookup to select, the vendor for whom you would like to view performance data and select the Execute button on the toolbar. You can also use the Execute button to bring up a complete list of vendors for which performance statistics exist. Use Subquery to narrow your search based on criteria you determine. The vendor's name and location will default into the untitled fields to the right.
The vendor must not be flagged as a payroll vendor. If the vendor has an Approval Code of "Not Approved" or "Pending," or if its Vendor Status for PO is "On Hold," you will receive a warning.
These columns display the vendor ID, vendor name, and vendor location.
This field displays the latest purchase order status for this vendor. An "O" means the vendor can be used for new purchase orders. A "W" means that the vendor is on warning, and discretion should be used in allocating new purchase orders. An "H" means that the vendor is on hold and ineligible for new purchase requisitions. Maintain these status assignments in the Maintain Vendors screen in Costpoint Purchasing, Procurement Planning, and Accounts Payable.
The system calculates this percentage by dividing the total quantity of rejected items by the total quantity of items received. The calculation uses information from Costpoint Receiving.
The system calculates this percentage by dividing the total number of late receipts (where the receipt date is later than the due date plus late days tolerance) by the total number of receipts. The calculation uses information from Costpoint Receiving.
The system calculates this percentage by dividing the total number of late receipts (where the receipt date is later than the original due date plus late days tolerance) by the total number of receipts. The calculation uses information from Costpoint Receiving.
The system calculates this percentage by dividing the total number of early receipts - where the receipt date is earlier than the due date minus early day(s) tolerance - by the total number of receipts. The calculation uses information from Costpoint Receiving.
This field displays the business classification size for this vendor: "L" (Large), "S" (Small), "N" (Nonprofit), or "F" (Foreign or other). Maintain these codes in the Maintain Vendors screen in Costpoint Purchasing, Procurement Planning, and Accounts Payable.
This field displays "Y" (Yes) if, for procurement purposes, this vendor has been classified as "woman-owned" or "N" (No) if it has not. Maintain this classification in the Maintain Vendors screen.
This field displays "Y" (Yes) if, for procurement purposes, this vendor has been classified as disadvantaged (includes minority-owned) or "N" (No) if it has not. Maintain this classification in the Maintain Vendors screen.
This field displays "Y" (Yes) or "N" (No) depending on whether or not the vendor is classified as a labor surplus area vendor.
This field displays a "Y" (Yes) or "N" (No) depending on whether or not, for procurement purposes, this vendor has been classified as a historically black college, university, or minority institution. Maintain this classification in the Maintain Vendors screen.
The date on which the vendor classification was received will display.
This field displays the earliest date on which vendor performance statistics were calculated in the Calculate Vendor Performance screen.
This field displays the latest date on which vendor performance statistics were calculated in the Calculate Vendor Performance screen.
The receipt line for which performance information is being displayed will display. Performance statistics for this receipt line are based on data from Costpoint Receiving.
This field displays the customer account number that was entered in the Maintain Vendors screen in Costpoint Purchasing, Procurement Planning, and Accounts Payable.
This field displays the employee name entered in the Maintain Vendors screen in Costpoint Purchasing, Procurement Planning, and Accounts Payable.
This field displays the vendor's Approval Code that was set in Accounting » Accounts Payable » Vendor Info » Approve Vendors. This is "A" if the vendor is approved, "N" if the vendor is not approved, or "P" if the vendor's approval status is pending.
Select this pushbutton to view the performance statistics and classification information for a vendor. Maintain the information contained in this subtask in Costpoint Receiving and the Maintain Vendors screen in Costpoint Purchasing, Procurement Planning, and Accounts Payable.
Select this pushbutton to access the vendor's address, phone/fax numbers, and employee information. Maintain the information contained in this subtask in the Maintain Vendors screen in Costpoint Purchasing, Procurement Planning, and Accounts Payable.
Select this pushbutton to view information regarding items this vendor has sold to you, such as more detailed performance statistics, purchase order receipt information, and vendor return information. Maintain the information contained in this subtask in Costpoint Receiving.
Select this pushbutton to view notes that have been entered regarding this vendor. Update this information in the Maintain Vendors screen in Costpoint Purchasing, Procurement Planning, and Accounts Payable.