<?xml version="1.0" encoding="utf-8"?>
<Session ID="/baanerp/td/pur/tdpur8102m000" xml:lang="en">
   <Header>
      <Title>Vendor Ratings by Period (tdpur8102m000)</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
		  criterion and by period.</Paragraph>
      </AimSection>
      <GeneralSection>
         <Paragraph>This session displays all periodic results, up to and
		  including the current period, for the specified year.</Paragraph>
         <Paragraph>The <GUIRef href="/baanerp/td/pur/tdpur8102m000" role="session">Vendor Ratings by Period (tdpur8102m000)</GUIRef> session also stores the period ratings for a
		  business partner, when LN calculates the overall vendor rating with the <GUIRef href="/baanerp/td/pur/tdpur8850m000" role="session">Update Vendor Rating (tdpur8850m000)</GUIRef> session. In this case, the <GUIRef href="/baanerp/td/pur/tdpur8102m000#tdpur802.ctyp" role="manual">Criteria Type</GUIRef> field
		  and the <GUIRef href="/baanerp/td/pur/tdpur8102m000#tdpur802.crit" role="manual">Criteria</GUIRef> field are
		  empty to make clear that the displayed vendor rating is the period rating for
		  the business partner or the period combination.</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="option">Smoothing Factor</GUIRef>, LN recalculates the overall vendor rating as follows:</ListItem>
         </List>
         <Formula space-and-orientation="indented-estimated">
            <Paragraph>New R = Current R + (factor * (new period R - old period 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 period</Desc>
               </LegendEntry>
               <LegendEntry>
                  <Symbol>Old period R</Symbol>
                  <Desc>Old overall rating for the current period</Desc>
               </LegendEntry>
               <LegendEntry>
                  <Symbol>Factor</Symbol>
                  <Desc>Specified in the <GUIRef href="/baanerp/td/pur/tdpur0100m800" role="session">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="option">Moving Average</GUIRef>, LN recalculates the overall vendor rating as follows:</ListItem>
         </List>
         <Formula space-and-orientation="indented-estimated">
            <Paragraph>New R = sum of (rating * value) / sum of (value)</Paragraph>
            <FigLegend>
               <LegendEntry>
                  <Symbol>Rating</Symbol>
                  <Desc>The rating for the period</Desc>
               </LegendEntry>
               <LegendEntry>
                  <Symbol>Value</Symbol>
                  <Desc>The total value, the total quantity or the total number of purchase order
lines for the period.</Desc>
               </LegendEntry>
               <LegendEntry>
                  <Symbol>Sum</Symbol>
                  <Desc>All periods that apply to the business partnerare 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">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>Business Partner</Title>
         </Header>
         <FuncDesc>The business partner for whom LN 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.ctyp">
         <Header>
            <Title>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>Criteria</Title>
         </Header>
         <FuncDesc>The <Link href="/baanerp/td/glossary/glossary#000249" role="glossary">subjective criterion</Link> for which LN lists the vendor ratings by period.</FuncDesc>
      </FieldHelp>
      <FieldHelp ID="tdpur802.cpdt">
         <Header>
            <Title>Period Table</Title>
         </Header>
         <FuncDesc>An alphanumeric code that identifies a group of defined time
		intervals.</FuncDesc>
         <DefaultValue>
            <SectionTitle>Default value</SectionTitle>
            <Paragraph>LN 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="o.vendor.rating">
         <Header>
            <Title>Overall Vendor Rating</Title>
         </Header>
         <FuncDesc>The vendor's overall rating.</FuncDesc>
      </FieldHelp>
      <FieldHelp ID="tdpur802.year">
         <Header>
            <Title>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="hold.ratc">
         <Header>
            <Title>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" borderstyle="default" space-and-orientation="indented-estimated">
               <THEAD noTR="1">
                  <TR no="1" isLast="true">
                     <TD rowspan="1" colspan="1">Value</TD>
                     <TD rowspan="1" colspan="1">Rating code</TD>
                     <TD rowspan="1" colspan="1">Description</TD>
                     <TD rowspan="1" colspan="1">Ratings in the classes</TD>
                  </TR>
               </THEAD>
               <TBODY noTR="5">
                  <TR no="1" isLast="false">
                     <TD rowspan="1" colspan="1">20</TD>
                     <TD rowspan="1" colspan="1">Z</TD>
                     <TD rowspan="1" colspan="1">Not tolerable</TD>
                     <TD rowspan="1" colspan="1">0 - 20</TD>
                  </TR>
                  <TR no="2" isLast="false">
                     <TD rowspan="1" colspan="1">40</TD>
                     <TD rowspan="1" colspan="1">P</TD>
                     <TD rowspan="1" colspan="1">Poor</TD>
                     <TD rowspan="1" colspan="1">21 - 40</TD>
                  </TR>
                  <TR no="3" isLast="false">
                     <TD rowspan="1" colspan="1">60</TD>
                     <TD rowspan="1" colspan="1">A</TD>
                     <TD rowspan="1" colspan="1">Average</TD>
                     <TD rowspan="1" colspan="1">41 - 60</TD>
                  </TR>
                  <TR no="4" isLast="false">
                     <TD rowspan="1" colspan="1">80</TD>
                     <TD rowspan="1" colspan="1">G</TD>
                     <TD rowspan="1" colspan="1">Good</TD>
                     <TD rowspan="1" colspan="1">61 - 80</TD>
                  </TR>
                  <TR no="5" isLast="true">
                     <TD rowspan="1" colspan="1">100</TD>
                     <TD rowspan="1" colspan="1">O</TD>
                     <TD rowspan="1" colspan="1">Outstanding</TD>
                     <TD rowspan="1" colspan="1">81 - 100</TD>
                  </TR>
               </TBODY>
            </TABLE>
         </SimpleSection>
      </FieldHelp>
      <FieldHelp ID="hold.dsca">
         <Header>
            <Title>Vendor Classification</Title>
         </Header>
         <FuncDesc>The rating class's description.</FuncDesc>
         <Note>
            <SectionTitle>Note</SectionTitle>
            <Paragraph>You must not assign a description such as Top rated
			 vendors, because you can also rate other issues such as items, buyers, and so
			 on. In this case, use a description such as Top rated.</Paragraph>
         </Note>
      </FieldHelp>
      <FieldHelp ID="tdpur802.peri">
         <Header>
            <Title>Period</Title>
         </Header>
         <FuncDesc>The period for which LN 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.perc">
         <Header>
            <Title>Adjusted Rating</Title>
         </Header>
         <FuncDesc>The vendor rating for the business
		  partner/criterion/year/period combination.</FuncDesc>
         <SimpleSection>
            <Paragraph>The <GUIRef href="/baanerp/td/pur/tdpur8850m000" role="session">Update Vendor Rating (tdpur8850m000)</GUIRef> session initially calculates this rating. You
			 can only change the calculated rating, if you are an authorized user.</Paragraph>
            <Paragraph>The vendor rating which is stated in the <GUIRef href="/baanerp/td/pur/tdpur8102m000#tdpur802.perc" role="manual">Adjusted Rating</GUIRef> field, is taken into account when calculating the overall vendor rating for the
			 business partner/year/period combination.</Paragraph>
         </SimpleSection>
         <Note>
            <SectionTitle>Note</SectionTitle>
            <Paragraph>If you change the rating manually and then update the
			 vendor rating, LN takes
			 the changed rating into account. As a result, you cannot have a proper overview
			 of the vendor rating for the period.</Paragraph>
         </Note>
         <SimpleSection>
            <Paragraph>As a result, if you consider it necessary to manually
			 change the vendor rating, you should change it at the end of the period, after LN updates the vendor
			 rating for the period for the last time.</Paragraph>
         </SimpleSection>
      </FieldHelp>
      <FieldHelp ID="tdpur802.per1">
         <Header>
            <Title>Computed Rating</Title>
         </Header>
         <FuncDesc>The initially calculated vendor rating for the business
		  partner/criterion/year/period combination.</FuncDesc>
         <SimpleSection>
            <Paragraph>The rating is calculated by the <GUIRef href="/baanerp/td/pur/tdpur8850m000" role="session">Update Vendor Rating (tdpur8850m000)</GUIRef> session.</Paragraph>
            <Paragraph>You can use the rating to see which ratings are changed in
			 the <GUIRef href="/baanerp/td/pur/tdpur8102m000#tdpur802.perc" role="manual">Adjusted Rating</GUIRef> field and also to see what the original value of the changed ratings is.
			 Therefore, you cannot change this rating.</Paragraph>
            <Paragraph>The rating is not taken into account in any calculation.</Paragraph>
         </SimpleSection>
      </FieldHelp>
      <FieldHelp ID="tdpur802.tval">
         <Header>
            <Title>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 Delivered Purchase Orders (tdpur4223m000)</GUIRef> session and that fall in the specified
		  period. LN 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="manual">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="option">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="manual">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="option">Piece Count</GUIRef> or <GUIRef href="/baanerp/td/domains/pur.wmth.8#poc" role="option">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>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 Delivered Purchase Orders (tdpur4223m000)</GUIRef> session and fall in the specified
		  period. LN 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="manual">Weighting Method</GUIRef> field of the <GUIRef href="/baanerp/td/pur/tdpur0100m800" role="session">Vendor Rating Parameters (tdpur0100m800)</GUIRef> session has the value <GUIRef href="/baanerp/td/domains/pur.wmth.8#pieces" role="option">Piece Count</GUIRef>, the total quantity 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="manual">Weighting Method</GUIRef> field of the <GUIRef href="/baanerp/td/pur/tdpur0100m800" role="session">Vendor Rating Parameters (tdpur0100m800)</GUIRef> session has the values <GUIRef href="/baanerp/td/domains/pur.wmth.8#turnover" role="option">Turnover</GUIRef> or <GUIRef href="/baanerp/td/domains/pur.wmth.8#poc" role="option">Order Lines</GUIRef>, the total quantity is not taken into account in the calculation
			 of the rating.</Paragraph>
         </Note>
      </FieldHelp>
      <FieldHelp ID="tdpur802.tpoc">
         <Header>
            <Title>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 Delivered Purchase Orders (tdpur4223m000)</GUIRef> session and fall in the specified
		  period. LN 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="manual">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="option">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="manual">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="option">Turnover</GUIRef> or <GUIRef href="/baanerp/td/domains/pur.wmth.8#pieces" role="option">Piece Count</GUIRef>, the total number of purchase order lines is not taken into
			 account.</Paragraph>
         </SimpleSection>
      </FieldHelp>
      <FieldHelp ID="tdpur802.logn">
         <Header>
            <Title>Changed By</Title>
         </Header>
         <FuncDesc>The employee of your company who changed the value of the <GUIRef href="/baanerp/td/pur/tdpur8102m000#tdpur802.perc" role="manual">Adjusted Rating</GUIRef> field.</FuncDesc>
         <DefaultValue>
            <SectionTitle>Default value</SectionTitle>
            <Paragraph>LN automatically enters the name of the employee who changed the value of the <GUIRef href="/baanerp/td/pur/tdpur8102m000#tdpur802.perc" role="manual">Adjusted Rating</GUIRef> field.</Paragraph>
         </DefaultValue>
      </FieldHelp>
   </Fields>
   <FormCommands>
      <CommandHelp ID="tdpur8850m000">
         <Header>
            <Title>Update Vendor Rating</Title>
         </Header>
         <FuncDesc>Starts the <Link href="/baanerp/td/pur/tdpur8850m000" role="session">Update Vendor Rating (tdpur8850m000)</Link> session.</FuncDesc>
      </CommandHelp>
      <CommandHelp ID="tdpur8851m000">
         <Header>
            <Title>Delete Historical Ratings</Title>
         </Header>
         <FuncDesc>Starts the <Link href="/baanerp/td/pur/tdpur8851m000" role="session">Delete Historical Ratings (tdpur8851m000)</Link> session.</FuncDesc>
      </CommandHelp>
   </FormCommands>
</Session>