Setting Up Supplier Scoring Parameters

This topic discusses how to set up supplier scoring parameters.

Page Name

Definition Name

Usage

Services Procurement Business Units Options Page

BUS_UNIT_TBL_SP

Define consolidation structures for accounting and reporting purposes.

Use the Services Procurement Business Unit Options page (BUS_UNIT_TBL_SP) to define consolidation structures for accounting and reporting purposes.

Navigation:

Services Procurement > Define Services Procurement > General Setup > Business Unit Definitions > Services Procurement Defn > Services Procurement Definition

Supplier Scoring

Field or Control

Description

Minimum Supplier Score

Enter the minimum score that a supplier must have in order to bid on a requisition. Supplier must have this score or higher to meet the requisition requirements and appear on the sourcing selection page. Suppliers below the score do not appear on the sourcing selection page.

Note: It is also possible to define a minimum supplier score at the service type level. If a minimum score is defined, it takes precedence over the minimum score setting of the BU.

Scoring Rule ID

Enter the scoring rule (group of metrics) that is used to score suppliers.

Use Current Date

Select to define duration date as the current system date. If selected, the system uses the number of reporting months relative to the current system date for each process instance.

Duration Date

Enter the date that is used to determine the ending date for the analysis data. Score processing includes the duration defined by the specified number of months going backward or forward from this date.

Note: This field is only available when the Use Current Date is not selected.

Exclude All Data Before

Enter the date that is used to determine the absolute begin date of the analysis data. The system retrieves data from this date forward. The default is the current system date.

Note: If the values that you enter for duration date and number of reporting months define a date before the entered start date, the system does not retrieve data prior to the entered start date. For example, if the start date is January 1, 2010, the duration date is June 30, 2010, and number of reporting months is 12, indicating that you want 12 months of data prior to June 30, 2010, then the system retrieves data only for the period between January 1, 2006 and June 30, 2010. Data prior to January 1, 2010, or in this example between July 1, 2009 and December 31, 2009, is not retrieved.

# of Reporting Months (number of reporting months)

The system uses the duration date in conjunction with the number of reporting months to determine the time period that is used to retrieve the analysis data. Enter the number of reporting months to define the number of months before or after the duration date for which you want to retrieve data.

Enter a positive value for number of reporting months to indicate the number of months starting from the duration date to be included in the process. Use a negative number to indicate the number of months prior to the duration date to include in the process.

Note: The system does not retrieve data prior to the entered start date regardless of the entered duration date and number of reporting months.

Field or Control

Description

Process Scores

Click to access the Supplier Score page, where you can process scores for the specified scoring rule ID.