8 Supplier Evaluation Integration and Scoring

Summary data for Supplier Evaluation Scoring is available in the Site and Company records. This data is used for the information displayed in the Site Summary panel in the Supplier Evaluation Dashboard.

The system can be configured to calculate Supplier Evaluation scores for individual Sites. Scoring rules can be configured for the different aspects of evaluation (such as Ethical, Environmental, and Governance), with the scores being calculated based on the Site’s acceptance of specific types of Library Documents, their completion of Audits/Visits and Assessments, and the status of the Site account.

Supplier Evaluation supports integration with the Oracle Merchandising system, both inbound for the synchronization of supplier site accounts, and outbound for the sharing of the supplier evaluation data that results from certain events taking place in Supplier Evaluation, and associated scores being calculated.

Integration with Merchandising

The system can be configured to integrate Supplier and Site accounts with Merchandising. If enabled, when a new supplier site is approved for use in Merchandising, it is automatically created in Supplier Evaluation. The Supplier account is created with the first Site account, as is the initial supplier User account (for that user to complete the Registration process). A nominated Technologist will receive notification of new sites, for them to approve or assign to another Technologist.

The Merchandising supplier and site codes are held in the References table as the common reference between Supplier Evaluation and Merchandising. The status of the Merchandising site account is also shown in the References table.

Subsequent updates of name and address information in Merchandising are automatically synchronized with the Supplier Evaluation account, where it is read only. The Site Name in the Business Language field is populated with the Merchandising site name when the account is created, but thereafter it is not synchronized, it is manually edited. The integration may be configured to automatically delist the Supplier Evaluation account if it is deactivated in Merchandising.

For information on the glossaries and system parameters used for the integration with Merchandising, see the Oracle Retail Supplier Evaluation Cloud Service Administration Guide.

Site Summary in Site Record

The Site Summary tab in the Site record shows the Site's scores for each Supplier Evaluation Type and list of the events that contributed to the score for the latest Documents, Assessments, and Audits & Visits.

Figure 8-1 Site Summary Page

Table 8-1 describes the fields in the Site Summary Page.

Table 8-1 Site Summary Fields

Field	Description
Supplier Evaluation Scores
Supplier Evaluation Type	Type of assessment that is scored.
SE Value	Last calculated score.
SE Score	Text description representing the SE Value.
Icon	Graphic representing the SE Score. If the score is configured to show a graphic, the graphic from the Photo Album is shown here.
Last Calculation Date	Date when the score was last calculated.
Scoring Rules Version	Version of the Supplier Evaluation Scoring Rules glossary used to calculate the scores.

The Supplier Evaluation Summary section of the Site Summary page contains the following information:

• Documents:

  • Document Title

  • Accepted Date

  • Supplier Evaluation Type

• Assessments:

  • Assessment Type

  • Completed Date

  • Score Value

  • Score

  • Supplier Evaluation Type

• Audits & Visits:

  • Audit/Visit Type

  • Completed Date

  • Score

  • Supplier Evaluation Type

Permissions

The page is only visible if the SE Scoring Enabled system parameter is set to Enabled.

If enabled, users with access to the Site record will have visibility of the page by default, however it will be possible for clients to configure their Permissions access rights per authority profile, to show or hide the page and its individual field sets, tables, and list views.

If the user's access rights do not permit them to access the individual records in the Documents, Assessments, or Audits & Visits lists, the row cannot be selected to launch the record.

Supplier Evaluation Summary in Company Record

The Supplier Evaluation Summary tab in the Company record shows the scores for each Site Type Grouping and Supplier Evaluation Type.

Figure 8-2 Supplier Evaluation Summary Page

Table 8-2 describes the fields in the Supplier Evaluation Summary Page.

Table 8-2 Supplier Evaluation Summary Page Fields

Field	Description
Supplier Evaluation Summary - Average Scores
Site Type Grouping	Grouping of sites for the data in this row.
Supplier Evaluation Type	Type of evaluation type that is scored.
SE Value	Last calculated score.
SE Score	Text description representing the SE Value.
Icon	Graphic representing the SE Score. If the score is configured to show a graphic, the graphic from the Photo Album is shown here.
Last Calculation Date	Date when the score was last calculated.

The scores are calculated automatically as part of the Supplier Evaluation scoring routine, giving the average SE scores per Supplier Evaluation Type for each Site Type grouping.

Permissions

The page is only visible if the SE Scoring Enabled system parameter is set to Enabled.

If enabled, the page is only available to retailer/portal owner users, and only those with the Retailer Score Viewer authority profile.

Supplier Evaluation Data Integration

The system can be configured for outbound integration with the Merchandising system. The data relating to certain events and calculated scores is automatically fed to Merchandising, where dashboards enhance the supplier data with the latest Supplier Evaluation information.

When Documents, Assessments, and Audits are configured to capture supplier evaluation data, and calculate supplier evaluation scores, details of the related events and scores are automatically fed back to Merchandising (for sites that have been synchronized through the Supplier & Site Integration).

Different types of messages are sent to Merchandising as a result of events occurring and scores being calculated in Supplier Evaluation:

• Document is accepted, or is subsequently archived, unpublished, or republished

• Assessment is created, becomes due or overdue

• Assessment is no longer due or overdue

• Assessment is completed or uncompleted/deleted

• Audit is created, becomes due or overdue

• Audit is no longer due or overdue

• Assessment is completed or abandoned/not progressed

• Site status changes

The events and scores are categorized by Supplier Evaluation type (such as Ethical, Environmental, and Governance).