<?xml version="1.0" encoding="utf-8"?>
<Session ID="/baanerp/td/pur/tdpur8102m100" xml:lang="en">
	<Header>
		<Title xmlns:ssa="http://www.ssaglobal.com" xmlns:HTML="http://www.w3.org/TR/REC-html40">Vendor Ratings by Criterion (tdpur8102m100)</Title>
	</Header>
	<HelpTopic><AimSection><Paragraph>Use this session to maintain and to display <Link href="/baanerp/td/glossary/glossary#VendorRating.td" role="glossary">vendor ratings</Link> by period and by criterion.</Paragraph>
		</AimSection>
		<GeneralSection><Paragraph>Only if the criteria type is <GUIRef href="/baanerp/td/domains/pur.ctyp#subjective" role="enum">Subjective</GUIRef>, more than one criterion can be dislayed. Otherwise, SSA ERP only displays but one criterion per criterion type.</Paragraph>
			<Paragraph>When SSA ERP calculates the overall vendor rating with the <GUIRef href="/baanerp/td/pur/tdpur8850m000" role="session">Update Vendor Rating (tdpur8850m000)</GUIRef> session, the period ratings for a business partner are also stored in this session. In this case, the <GUIRef href="/baanerp/td/pur/tdpur8102m100#tdpur802.ctyp" role="formfield">Criteria Type</GUIRef> field and the <GUIRef href="/baanerp/td/pur/tdpur8102m100#tdpur802.crit" role="formfield">Criteria</GUIRef> field are empty to make clear that the displayed vendor rating is updated by the <GUIRef href="/baanerp/td/pur/tdpur8850m000" role="session">Update Vendor Rating (tdpur8850m000)</GUIRef> session.</Paragraph>
			<List><ListIntro>If you change the vendor rating, the following recalculation takes place:</ListIntro>
				<ListItem>If the method to calculate the overall vendor rating is <GUIRef href="/baanerp/td/domains/pur.smth.8#factor" role="enum">Smoothing Factor</GUIRef>, SSA ERP recalculates the overall vendor rating as follows:</ListItem>
			</List>
			<Formula><Paragraph UserLevel="Novice" UserType="Taskuser"> New R = Current R + (factor x (new criterion R - old criterion R))</Paragraph>
				<FigLegend><LegendEntry><Symbol>New R</Symbol>
						<Desc>New overall vendor rating</Desc>
					</LegendEntry>
					<LegendEntry><Symbol>Current R</Symbol>
						<Desc>Current overall vendor rating</Desc>
					</LegendEntry>
					<LegendEntry><Symbol>New period R </Symbol>
						<Desc>New overall rating for the current criterion</Desc>
					</LegendEntry>
					<LegendEntry><Symbol>Old period R</Symbol>
						<Desc>Old overall rating for the current criterion</Desc>
					</LegendEntry>
					<LegendEntry><Symbol>Factor </Symbol>
						<Desc>Specified in the <GUIRef href="/baanerp/td/pur/tdpur0100m800" role="session" version="default" Update="Yes">Vendor Rating Parameters (tdpur0100m800)</GUIRef> session</Desc>
					</LegendEntry>
				</FigLegend>
			</Formula>
			<List><ListItem>If the the method to calculate the overall vendor rating is <GUIRef href="/baanerp/td/domains/pur.smth.8#moveaverage" role="enum">Moving Average</GUIRef>, SSA ERP recalculates the overall vendor rating as follows:</ListItem>
			</List>
			<Formula><Paragraph UserLevel="Novice" UserType="Taskuser">New R = sum of (rating x value) / sum of (value)</Paragraph>
				<FigLegend><LegendEntry><Symbol>Rating</Symbol>
						<Desc>The rating for the criterion per period.</Desc>
					</LegendEntry>
					<LegendEntry><Symbol>Value</Symbol>
						<Desc>The total value, the total quantity or the total number of purchase order
lines for the criterion per period.</Desc>
					</LegendEntry>
					<LegendEntry><Symbol>Sum</Symbol>
						<Desc>All criterions that apply to the business partner are taken into account. 
You can specify the number of periods, that are taken into account, in 
the <GUIRef href="/baanerp/td/pur/tdpur0100m800" role="session" version="default" Update="Yes">Vendor Rating Parameters (tdpur0100m800)</GUIRef> session.</Desc>
					</LegendEntry>
				</FigLegend>
			</Formula>
		</GeneralSection>
		<RelatedTopics><SectionTitle>Related topics</SectionTitle>
			<RelTopic><Link href="/baanerp/td/onlinemanual/000089" role="manual">Smoothing factor</Link>
			</RelTopic>
			<RelTopic><Link href="/baanerp/td/onlinemanual/000088" role="manual">Moving average</Link>
			</RelTopic>
		</RelatedTopics>
	</HelpTopic>
	<Fields><FieldHelp ID="tdpur802.bpid"><Header>
				<Title xmlns:ssa="http://www.ssaglobal.com" xmlns:HTML="http://www.w3.org/TR/REC-html40">Business Partner</Title>
			</Header>
			<FuncDesc>The business partner for whom SSA ERP calculates the vendor rating.</FuncDesc>
			<AllowedValues><SectionTitle>Allowed values</SectionTitle>
				<List><ListIntro>You can only enter business partners of the types:</ListIntro>
					<ListItem><Link href="/baanerp/tc/glossary/glossary#BuyfroBusine.tc" role="glossary">buy-from business partner</Link>
					</ListItem>
					<ListItem><Link href="/baanerp/tc/glossary/glossary#ShipfrBusine.tc" role="glossary">ship-from business partner</Link>
					</ListItem>
				</List>
			</AllowedValues>
		</FieldHelp>
		<FieldHelp ID="tdpur802.cpdt"><Header>
				<Title xmlns:ssa="http://www.ssaglobal.com" xmlns:HTML="http://www.w3.org/TR/REC-html40">Period Table Code</Title>
			</Header>
			<FuncDesc><Link href="/baanerp/tc/glossary/glossary#PeriTablCode.tc" role="glossary">period table code</Link>
			</FuncDesc>
			<DefaultValue><SectionTitle>Default value</SectionTitle>
				<Paragraph>SSA ERP retrieves the period table, which is used for vendor rating, from the <GUIRef href="/baanerp/td/pur/tdpur0100m800" role="session">Vendor Rating Parameters (tdpur0100m800)</GUIRef> session.</Paragraph>
			</DefaultValue>
		</FieldHelp>
		<FieldHelp ID="tdpur802.year"><Header>
				<Title xmlns:ssa="http://www.ssaglobal.com" xmlns:HTML="http://www.w3.org/TR/REC-html40">Year</Title>
			</Header>
			<FuncDesc>The year in which the period falls and for which the vendor rating is calculated.</FuncDesc>
			<SimpleSection><Paragraph>You can calculate the vendor ratings on a monthly basis. For example, if you fill in the year 2000 and the period 11, this represents November 2000.</Paragraph>
			</SimpleSection>
		</FieldHelp>
		<FieldHelp ID="tdpur802.peri"><Header>
				<Title xmlns:ssa="http://www.ssaglobal.com" xmlns:HTML="http://www.w3.org/TR/REC-html40">Period</Title>
			</Header>
			<FuncDesc>The period for which SSA ERP calculates the vendor rating.</FuncDesc>
			<SimpleSection><Paragraph>You can calculate the vendor ratings on a monthly basis. For example, if you fill in the year 2000 and the period 11, this represents November 2000.</Paragraph>
			</SimpleSection>
		</FieldHelp>
		<FieldHelp ID="tdpur802.ctyp"><Header>
				<Title xmlns:ssa="http://www.ssaglobal.com" xmlns:HTML="http://www.w3.org/TR/REC-html40">Criteria Type</Title>
			</Header>
			<FuncDesc>You can select one of the possible criteria types to maintain the vendor rating.</FuncDesc>
		</FieldHelp>
		<FieldHelp ID="tdpur802.crit"><Header>
				<Title xmlns:ssa="http://www.ssaglobal.com" xmlns:HTML="http://www.w3.org/TR/REC-html40">Criteria</Title>
			</Header>
			<FuncDesc>The <Link href="/baanerp/td/glossary/glossary#000249" role="glossary">subjective criterion</Link> for which SSA ERP displays the vendor rating.</FuncDesc>
		</FieldHelp>
		<FieldHelp ID="tdpur802.perc"><Header>
				<Title xmlns:ssa="http://www.ssaglobal.com" xmlns:HTML="http://www.w3.org/TR/REC-html40">Adjusted Rating</Title>
			</Header>
			<FuncDesc>The vendor rating for the business partner/year/period/criterion combination.</FuncDesc>
			<SimpleSection><Paragraph>The rating is initially calculated by the <GUIRef href="/baanerp/td/pur/tdpur8850m000" role="session">Update Vendor Rating (tdpur8850m000)</GUIRef> session. You can only change the calculated rating, if you are an authorized user.</Paragraph>
				<Paragraph>The vendor rating that is stated in the <GUIRef href="/baanerp/td/pur/tdpur8102m000#tdpur802.perc" role="formfield">Adjusted Rating</GUIRef> field, is taken into account when calculating the overall vendor rating for the business partner/year/period/criterion combination.</Paragraph>
			</SimpleSection>
			<Note><SectionTitle>Note</SectionTitle>
				<Paragraph>If you manually change the rating, and then update the vendor rating, SSA ERP takes the changed rating into account. As a result, you do not have a proper overview of the vendor rating for the period/criterion combination.</Paragraph>
				<Paragraph>So, if you consider it necessary to change the vendor rating manually, you should change it at the end of the period, after the vendor rating for the period/criterion combination is updated for the last time.</Paragraph>
			</Note>
		</FieldHelp>
		<FieldHelp ID="tdpur802.per1"><Header>
				<Title xmlns:ssa="http://www.ssaglobal.com" xmlns:HTML="http://www.w3.org/TR/REC-html40">Computed Rating</Title>
			</Header>
			<FuncDesc>The initially calculated vendor rating for the business partner/year/period/criterion combination.</FuncDesc>
			<SimpleSection><Paragraph>This rating is calculated by the <GUIRef href="/baanerp/td/pur/tdpur8850m000" role="session">Update Vendor Rating (tdpur8850m000)</GUIRef> session.</Paragraph>
				<Paragraph>You can use this rating to see which ratings are changed in the <GUIRef href="/baanerp/td/pur/tdpur8102m000#tdpur802.perc" role="formfield">Adjusted Rating</GUIRef> field and what is the original value of the changed ratings. So, you cannot change this rating.</Paragraph>
				<Paragraph>This rating is not taken into account in any calculation.</Paragraph>
			</SimpleSection>
		</FieldHelp>
		<FieldHelp ID="tdpur802.tval"><Header>
				<Title xmlns:ssa="http://www.ssaglobal.com" xmlns:HTML="http://www.w3.org/TR/REC-html40">Total Value</Title>
			</Header>
			<FuncDesc>The total turnover of all purchase orders that are processed in the <GUIRef href="/baanerp/td/pur/tdpur4223m000" role="session">Process Purchase Orders (tdpur4223m000)</GUIRef> session and that fall in the specified period. SSA ERP retrieves the data used for calculating the total value, from the <GUIRef href="/baanerp/td/pur/tdpur4551m000" role="session">Purchase Order Line History (tdpur4551m000)</GUIRef> session.</FuncDesc>
			<Note><SectionTitle>Note</SectionTitle>
				<Paragraph>The total turnover in this field is always calculated.</Paragraph>
			</Note>
			<SimpleSection><Paragraph>If the <GUIRef href="/baanerp/td/pur/tdpur0100m800#tdpur000.wmth.8" role="formfield">Weighting Method</GUIRef> field of the <GUIRef href="/baanerp/td/pur/tdpur0100m800" role="session">Vendor Rating Parameters (tdpur0100m800)</GUIRef> session is <GUIRef href="/baanerp/td/domains/pur.wmth.8#turnover" role="enum">Turnover</GUIRef>, the total turnover is taken into account in the calculation of the rating for the business partner/criterion/year/period combination.</Paragraph>
				<Paragraph>If the <GUIRef href="/baanerp/td/pur/tdpur0100m800#tdpur000.wmth.8" role="formfield">Weighting Method</GUIRef> field of the <GUIRef href="/baanerp/td/pur/tdpur0100m800" role="session">Vendor Rating Parameters (tdpur0100m800)</GUIRef> session is <GUIRef href="/baanerp/td/domains/pur.wmth.8#pieces" role="enum">Piece Count</GUIRef> or <GUIRef href="/baanerp/td/domains/pur.wmth.8#poc" role="enum">Order Lines</GUIRef>, the turnover value is not taken into account in the calculation of the rating.</Paragraph>
			</SimpleSection>
		</FieldHelp>
		<FieldHelp ID="tdpur802.qior"><Header>
				<Title xmlns:ssa="http://www.ssaglobal.com" xmlns:HTML="http://www.w3.org/TR/REC-html40">Total Quantity</Title>
			</Header>
			<FuncDesc>The total quantity of all purchase orders that are processed in the <GUIRef href="/baanerp/td/pur/tdpur4223m000" role="session">Process Purchase Orders (tdpur4223m000)</GUIRef> session and fall in the specified period. SSA ERP retrieves the data, used for the calculation of the total quantity, from the <GUIRef href="/baanerp/td/pur/tdpur4551m000" role="session">Purchase Order Line History (tdpur4551m000)</GUIRef> session.</FuncDesc>
			<SimpleSection><Paragraph>The total quantity is expressed in the <Link href="/baanerp/wh/glossary/glossary#000337" role="glossary">inventory unit</Link>.</Paragraph>
			</SimpleSection>
			<Note><SectionTitle>Note</SectionTitle>
				<Paragraph>The total quantity in this field is always calculated.</Paragraph>
				<Paragraph>If the <GUIRef href="/baanerp/td/pur/tdpur0100m800#tdpur000.wmth.8" role="formfield">Weighting Method</GUIRef> field of the <GUIRef href="/baanerp/td/pur/tdpur0100m800" role="session">Vendor Rating Parameters (tdpur0100m800)</GUIRef> session is <GUIRef href="/baanerp/td/domains/pur.wmth.8#pieces" role="enum">Piece Count</GUIRef>, this total quantity is taken into account when calculating the rating for the business partner/year/period/criterion combination.</Paragraph>
				<Paragraph>If the <GUIRef href="/baanerp/td/pur/tdpur0100m800#tdpur000.wmth.8" role="formfield">Weighting Method</GUIRef> field of the <GUIRef href="/baanerp/td/pur/tdpur0100m800" role="session">Vendor Rating Parameters (tdpur0100m800)</GUIRef> session is <GUIRef href="/baanerp/td/domains/pur.wmth.8#turnover" role="enum">Turnover</GUIRef> or <GUIRef href="/baanerp/td/domains/pur.wmth.8#poc" role="enum">Order Lines</GUIRef>, the total quantity is not taken into account when calculating the rating.</Paragraph>
			</Note>
		</FieldHelp>
		<FieldHelp ID="tdpur802.tpoc"><Header>
				<Title xmlns:ssa="http://www.ssaglobal.com" xmlns:HTML="http://www.w3.org/TR/REC-html40">Total Number of PO</Title>
			</Header>
			<FuncDesc>The total number of purchase order lines that are processed in the <GUIRef href="/baanerp/td/pur/tdpur4223m000" role="session">Process Purchase Orders (tdpur4223m000)</GUIRef> session and fall in the specified period. SSA ERP calculates the total number of purchase order lines, based on the data as entered in the <GUIRef href="/baanerp/td/pur/tdpur4551m000" role="session">Purchase Order Line History (tdpur4551m000)</GUIRef> session.</FuncDesc>
			<Note><SectionTitle>Note</SectionTitle>
				<Paragraph>The total number of purchase-order lines in this field is always calculated.</Paragraph>
			</Note>
			<SimpleSection><Paragraph>If the <GUIRef href="/baanerp/td/pur/tdpur0100m800#tdpur000.wmth.8" role="formfield">Weighting Method</GUIRef> field of the <GUIRef href="/baanerp/td/pur/tdpur0100m800" role="session">Vendor Rating Parameters (tdpur0100m800)</GUIRef> session is <GUIRef href="/baanerp/td/domains/pur.wmth.8#poc" role="enum">Order Lines</GUIRef>, this total number of purchase orders is taken into account when calculating the rating for the business partner/criterion/year/period combination.</Paragraph>
				<Paragraph>If the <GUIRef href="/baanerp/td/pur/tdpur0100m800#tdpur000.wmth.8" role="formfield">Weighting Method</GUIRef> field of the <GUIRef href="/baanerp/td/pur/tdpur0100m800" role="session">Vendor Rating Parameters (tdpur0100m800)</GUIRef> session is <GUIRef href="/baanerp/td/domains/pur.wmth.8#turnover" role="enum">Turnover</GUIRef> or <GUIRef href="/baanerp/td/domains/pur.wmth.8#pieces" role="enum">Piece Count</GUIRef>, the total number of purchase-order lines is not taken into account when calculating the rating.</Paragraph>
			</SimpleSection>
		</FieldHelp>
		<FieldHelp ID="tdpur802.logn"><Header>
				<Title xmlns:ssa="http://www.ssaglobal.com" xmlns:HTML="http://www.w3.org/TR/REC-html40">Changed By</Title>
			</Header>
			<FuncDesc>The employee of your company who changed the value of the <GUIRef href="/baanerp/td/pur/tdpur8102m100#tdpur802.perc" role="formfield">Adjusted Rating</GUIRef> field.</FuncDesc>
			<DefaultValue><SectionTitle>Default value</SectionTitle>
				<Paragraph>SSA ERP automatically enters the name of the employee who changed the value of the <GUIRef href="/baanerp/td/pur/tdpur8102m100#tdpur802.perc" role="formfield">Adjusted Rating</GUIRef> field.</Paragraph>
			</DefaultValue>
		</FieldHelp>
		<FieldHelp ID="o.vendor.rating"><Header>
				<Title xmlns:ssa="http://www.ssaglobal.com" xmlns:HTML="http://www.w3.org/TR/REC-html40">Overall Vendor Rating</Title>
			</Header>
			<FuncDesc>The vendor's overall rating.</FuncDesc>
		</FieldHelp>
		<FieldHelp ID="hold.ratc"><Header>
				<Title xmlns:ssa="http://www.ssaglobal.com" xmlns:HTML="http://www.w3.org/TR/REC-html40">Vendor Classification</Title>
			</Header>
			<FuncDesc>You can classify the ratings by different classes instead of showing the raw ratings. You can assign a one-letter code to each class. So, you can have A grade vendors.</FuncDesc>
			<SimpleSection><SectionTitle>Example</SectionTitle>
				<Paragraph>In the last column you can see by which class ratings are classified.</Paragraph>
				<TABLE border="1"><THEAD><TR><TD>Value</TD>
							<TD>Rating code</TD>
							<TD>Description</TD>
							<TD>Ratings in the classes</TD>
						</TR>
					</THEAD>
					<TBODY><TR><TD>20</TD>
							<TD>Z</TD>
							<TD>Not tolerable</TD>
							<TD>0 - 20</TD>
						</TR>
						<TR><TD>40</TD>
							<TD>P</TD>
							<TD>Poor</TD>
							<TD>21 - 40</TD>
						</TR>
						<TR><TD>60</TD>
							<TD>A</TD>
							<TD>Average</TD>
							<TD>41 - 60</TD>
						</TR>
						<TR><TD>80</TD>
							<TD>G</TD>
							<TD>Good</TD>
							<TD>61 - 80</TD>
						</TR>
						<TR><TD>100</TD>
							<TD>O</TD>
							<TD>Outstanding</TD>
							<TD>81 - 100</TD>
						</TR>
					</TBODY>
				</TABLE>
			</SimpleSection>
		</FieldHelp>
	</Fields>
	<FormCommands><CommandHelp ID="exec.cont.process"><Header>
				<Title xmlns:ssa="http://www.ssaglobal.com" xmlns:HTML="http://www.w3.org/TR/REC-html40">Overall Rating</Title>
			</Header>
			<FuncDesc>Use this command to calculate the overall vendor rating.</FuncDesc>
		</CommandHelp>
	</FormCommands>
</Session>
