Supplier Scorecard
How to use Supplier Scorecard in Suppliers: access, working steps, fields, related records and troubleshooting.
Purpose and access
Create the Supplier master and associate contacts, addresses and supply categories. Review vendor registrations separately; creating the master does not grant a portal login access to purchasing documents.
This page is a record page in Supply Chain → Suppliers. Use the link above to open the configured destination; permissions are checked by the destination service.
Before you start
Prepare the required information: Evaluation Period, Weighting Function, Scoring Standings, Scoring Criteria.
Confirm the company, party, dates, units and source references that apply. Select existing links carefully and check for an existing record before creating a duplicate.
Working steps
- Open Supplier Scorecard from Supply Chain → Suppliers, or use ERP Search.
- Filter the list and open the relevant record. To add a record, use Add/New when your role provides that action.
- Complete the editable fields described below. Required fields and validation conditions must be satisfied; read-only values are set by the system or their source records.
- Add the required child rows. Review each row’s identifiers, linked records and values, using the child-table field reference below.
- Save the record and address validation messages. Reload and verify the saved values and relationships.
- Use any additional workflow actions only when the record and your role provide them. Saving this record does not automatically complete a related transaction or external action.
Field reference
These fields come from the installed ERP definition. Hidden fields and password inputs are omitted. Additional conditions, custom scripts and workflow rules can make a field required or read-only in a particular context.
| Field | Type / behavior | How to use it |
|---|---|---|
Suppliersupplier | Link Optional | Choose an existing linked record. Check its company and ownership; typing a label alone does not create a new relationship. Linked record: Supplier |
Supplier Scoresupplier_score | Data Optional · Read-only | Enter the identifier or short text requested by the label. Preserve external reference numbers accurately. |
Evaluation Periodperiod | Select Required | Choose one of the configured list values. Status fields may be controlled by the record workflow.Available choices
|
Weighting Functionweighting_function | Small Text Required | Scorecard variables can be used, as well as: {total_score} (the total score from that period), {period_number} (the number of periods to present day) |
Scoring Standingsstandings | Table Required | Add the relevant child rows and review required columns, quantities and references before saving. Linked record: Supplier Scorecard Scoring Standing |
Scoring Criteriacriteria | Table Required | Add the relevant child rows and review required columns, quantities and references before saving. Linked record: Supplier Scorecard Scoring Criteria |
Warn for new Request for Quotationswarn_rfqs | Check Optional · Read-only | Enable or disable the named option only when it matches the intended record behavior. |
Warn for new Purchase Orderswarn_pos | Check Optional · Read-only | Enable or disable the named option only when it matches the intended record behavior. |
Prevent RFQsprevent_rfqs | Check Optional · Read-only | Enable or disable the named option only when it matches the intended record behavior. |
Prevent POsprevent_pos | Check Optional · Read-only | Enable or disable the named option only when it matches the intended record behavior. |
Child tables
Scoring Standings — child-row fields
| Field | Type / behavior | How to use it |
|---|---|---|
Standing Namestanding_name | Link Optional | Choose an existing linked record. Check its company and ownership; typing a label alone does not create a new relationship. Linked record: Supplier Scorecard Standing |
Colorstanding_color | Select Optional | Choose one of the configured list values. Status fields may be controlled by the record workflow.Available choices
|
Min Grademin_grade | Percent Optional | Enter the percentage expected by the calculation and verify the resulting amount. |
Max Grademax_grade | Percent Optional | Enter the percentage expected by the calculation and verify the resulting amount. |
Warn RFQswarn_rfqs | Check Optional | Enable or disable the named option only when it matches the intended record behavior. |
Warn Purchase Orderswarn_pos | Check Optional | Enable or disable the named option only when it matches the intended record behavior. |
Prevent RFQsprevent_rfqs | Check Optional | Enable or disable the named option only when it matches the intended record behavior. |
Prevent Purchase Ordersprevent_pos | Check Optional | Enable or disable the named option only when it matches the intended record behavior. |
Scoring Criteria — child-row fields
| Field | Type / behavior | How to use it |
|---|---|---|
Criteria Namecriteria_name | Link Required | Choose an existing linked record. Check its company and ownership; typing a label alone does not create a new relationship. Linked record: Supplier Scorecard Criteria |
Criteria Weightweight | Percent Required | Enter the percentage expected by the calculation and verify the resulting amount. |
Troubleshooting
- Not permitted: verify the account, role and source-document permission. Do not share an administrator login.
- Missing record or address: inspect the relevant Link or Dynamic Link fields; a matching title alone does not establish a relationship.
- Cannot save or change status: review required fields, read-only values, document status and the configured approval transition.
- Unexpected report or portal result: review company/date filters, source-document submission and the approved party or Employee link.