Vendor Evaluation by configuring Vendor Ratings and Vendor Scorecard: Create Vendor Evaluaon Criteria Groups Agenda Vendor Evaluaon by configuring Vendor Rangs and Vendor Scorecard: Organizing the procurement becomes easier if the business can have a bird’s eye view of preferred ven- dors, according to the rangs for their services. Dynamics AX allows to configure the vendor evaluaon and then monitor and track vendor performance against the criteria defined. Creang Vendor Evaluaon Criteria Group To begin we will start with the creaon of vendor evaluaon criteria groups. These groups will house common sets of evaluaon criteria together. It will allow geng a summary result on the evaluaons. Key Take-Away At the end of this session you will be able to Process: Create Vendor Evaluaon Criteria Configure Vendors for evaluaon Record Vendor Evaluaons manually AX Version: Dynamics AX 2012 R3 CU8 Module Covered: Procurement and Sourcing
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Vendor Evaluation by con�guring VendorRatings and Vendor Scorecard:
Create Vendor Evaluation Criteria Groups
Agenda
Vendor Evaluation by configuring Vendor Ratings and Vendor Scorecard:
Organizing the procurement becomes easier if the business can have a bird’s eye view of preferred ven-
dors, according to the ratings for their services. Dynamics AX allows to configure the vendor evaluation and
then monitor and track vendor performance against the criteria defined.
Creating Vendor Evaluation Criteria Group
To begin we will start with the creation of vendor evaluation criteria groups. These groups will
house common sets of evaluation criteria together. It will allow getting a summary result on the
evaluations.
Key Take-Away
At the end of this session you will be able to
Process:
Create Vendor Evaluation Criteria
Configure Vendors for evaluationRecord Vendor Evaluations manually
AX Version:Dynamics AX 2012 R3 CU8
Module Covered:Procurement and Sourcing
Go to Procurement and sourcing > Setup > Vendors > Vendor evaluation criterion groups.1
Close the form after creating the desired group names
Create Vendor Evaluation Criteria
Once the Vendor Evaluation Criteria Groups is set, we will need to set up some Vendor Evaluation Criteria
codes which will be used to evaluate the vendors. It determines a vendor can be used or not based on the
specified criteria.
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Click New and enter a name for the group and enter a description of the group
Expand the Vendors tab, select the Vendors and click on the Evaluation button in the menu bar.
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The Rating on vendor criteria form will be opened with all the Evaluation Criteria Groups listed
on the left and the corresponding Evaluation Criteria for that group on the right.
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The individual Evaluation Criteria rating can be selected from the dropdown.3
After entering ratings for all the criteria, the average rating for the Vendor Evaluation criterion
group is calculated automatically.
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The same rating can be found out for all the Vendor Evaluation Criterion Group. These ratings can
be used to select a vendor before placing an order.
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Disclaimer: Pushing ratings automatically to the rating system is currently not available out-of-box.
ATUL
An engineer and a business management graduate by profession, Atul, has the experience in working for multiple companies in the manufacturing and services sector for the past 6 years. He likes to spend his leisure time in reading fiction and writing. Atul is currently working as a Dynamics AX functional consultant at Sonata Software Ltd.