Use this screen to calculate and print vendor performance statistics.
This screen functions as a report card of sorts, providing progress and achievement details for the vendors you specify.
After you have entered your selection criteria, you can select the Preview Default Report icon to print a copy of the vendor performance report to your screen, thereby allowing you to review the data to ensure its accuracy, and verify the content based on your selection criteria. You can select the Print Default Report icon to send the report to a printer.
You can calculate and print vendor performance statistics, as needed. You can also use this report as an auditing tool.
Use the fields in this block to create a new parameter ID or to retrieve a previously saved parameter ID. A parameter ID represents a set of screen selection parameters. Once you have saved a parameter ID and its related parameters, you can retrieve them using Query.
You can use the retrieved parameters to produce reports and run processes more efficiently and with greater consistency. Many users save a unique set of parameters for each different way they run a report or process. If you select a previously saved parameter ID or parameter description, the associated saved screen selection parameters will automatically display as selection defaults. You can change any of the associated selection defaults as necessary.
Enter, or use Query to select, a parameter ID of up to 15 alphanumeric characters. You should choose characters for your parameter ID that help identify the type of selections you made in the screen, such as “PERIOD” or “QUARTERLY.”
When you save your record, all the selections made in the screen are stored with the parameter ID. Later, you can retrieve the parameter using Query.
You can use the parameter to produce reports and run processes more efficiently because you can select the parameter ID with its previously defined screen selections. Once the default selections display in the screen, you can override the defaults as necessary.
Enter, or use Query to select, a parameter description of up to 30 alphanumeric characters.
Vendor Name
Use this drop-down box to select the range option for your report. The following options are available:
All - Select this option to include all available records. The Start and End fields are disabled for this option.
One - Select this option to include only one record. You must enter that value in the Start field. The End field is disabled for this option.
Range - Select this option to include a contiguous range of records. You must enter the beginning value for the range in the Start field and the ending value of the range in the End field.
From Beginning - Select this option to include all the records from the beginning of the available records to a specific record in the range. You must enter the last value for the range in the End field. The Start field is disabled for this option.
To End - Select this option to include all the records from a specific record to the end of all the available records. You must enter the value from which the range should begin in the Start field. The End field is disabled for this option.
Enter, or use Lookup to select, up to 25 alphanumeric characters to designate the vendor ID from which to start.
The data in the Lookup originates from the Vendor User Flow screen (Materials\Maintain\Vendors).
Enter, or use Lookup to select, up to 25 alphanumeric characters to designate the vendor ID from which to end.
The data in the Lookup originates from the Vendor User Flow screen (Materials\Maintain\Vendors).
Performance Date
This non-editable field displays the report selection range:
Range - This option includes a contiguous range of records. You must enter the beginning value for the range in the Start field and the ending value of the range in the End field.
Enter, or use Calendar Lookup to select, the starting performance date. You must enter the date in the MM/DD/YYYY format.
Enter, or use Calendar Lookup to select, the ending performance date. You must enter the date in the MM/DD/YYYY format.
The system date defaults into this field but can be changed, as needed.
Select this radio button to append new vendor performance data to existing item/vendor performance details.
Select this radio button to replace existing item/vendor performance data with new vendor performance details.
Select this radio button to print all performance results by item/vendor combination.
Select this radio button to print all performance results by vendor.
|
|
Note: Costpoint produces receipt tolerance output based on the values you enter in the Late Days and Early Days fields along with the control parameters you defined in the Receipts in Advance of Desired Date block of the Receiving Settings screen (Administration\Configure\Materials). You must define receipt tolerances in the Receiving Settings screen to calculate the data you select in this group box. |
Enter the number of days a receipt must be received after the purchase order line Due Date to be considered late.
The Due Date field displays in the Enter Purchase Orders screen (Materials\Transactions\Purchase Orders).
Enter the number of days a receipt must be received before the purchase order line Desired Date to be considered early.
The Desired Date field displays in the Enter Purchase Orders screen (Materials\Transactions\Purchase Orders).
Select this checkbox to include miscellaneous purchase order line detail in the vendor performance report.
Use this drop-down box to make a selection. Your choices are "Vendor Name" and "Item."
Vendor Name - Select this option to sort the report by vendor name.
Item - Select this option to sort the report by item ID.
* A red asterisk denotes a required field.
The following are source tables whose data is evaluated as you execute the vendor performance process: PO_HDR (PO Header), PO_LN (PO Line), RECPT_HDR (Receipt Header), RECPT_LN (Receipt Line), VEND_RTRN_HDR (Vendor Return Header), VEND_RTRN_LN (Vendor Return Line), INSP_HDR (Inspection Header), and INSP_LN (Inspection Line).
