Supplier Scorecard Period
How to use Supplier Scorecard Period 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: Supplier, Naming Series, Start Date, End Date, Criteria, Supplier Scorecard Setup.
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 Period 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.
- When the draft is complete and you are authorized, submit it through the available approval process. Submission can create operational or accounting effects. Use the permitted cancellation/amendment process for later corrections.
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 Required | Choose an existing linked record. Check its company and ownership; typing a label alone does not create a new relationship. Linked record: Supplier |
Naming Seriesnaming_series | Select Required | Choose one of the configured list values. Status fields may be controlled by the record workflow.Available choices
|
Period Scoretotal_score | Percent Optional · Read-only | Enter the percentage expected by the calculation and verify the resulting amount. |
Start Datestart_date | Date Required | Choose the business date required for this field. Confirm its relationship to other dates on the record. |
End Dateend_date | Date Required | Choose the business date required for this field. Confirm its relationship to other dates on the record. |
Criteriacriteria | Table Required | Add the relevant child rows and review required columns, quantities and references before saving. Linked record: Supplier Scorecard Scoring Criteria |
Variablesvariables | Table Optional | Add the relevant child rows and review required columns, quantities and references before saving. Linked record: Supplier Scorecard Scoring Variable |
Supplier Scorecard Setupscorecard | 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 |
Amended Fromamended_from | Link Optional · Read-only | Choose an existing linked record. Check its company and ownership; typing a label alone does not create a new relationship. Linked record: Supplier Scorecard Period |
Child tables
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. |
Variables — child-row fields
| Field | Type / behavior | How to use it |
|---|---|---|
Variable Namevariable_label | Link Required · Read-only | Choose an existing linked record. Check its company and ownership; typing a label alone does not create a new relationship. Linked record: Supplier Scorecard Variable |
Descriptiondescription | Small Text Optional · Read-only | Provide concise contextual information relevant to the record. Avoid unrelated personal or confidential data. |
Valuevalue | Float Optional · Read-only | Enter a numeric value using the required unit and precision. |
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.