<?xml version="1.0" encoding="utf-8"?>
<Session ID="/baanerp/td/pur/tdpur8102m100" xml:lang="en">
   <Header>
      <Title>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="option">Subjective</GUIRef>, more than
		  one criterion can be dislayed. Otherwise, ERP Enterprise only displays but one
		  criterion per criterion type.</Paragraph>
         <Paragraph>When ERP Enterprise 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="manual">Criteria Type</GUIRef> field
		  and the <GUIRef href="/baanerp/td/pur/tdpur8102m100#tdpur802.crit" role="manual">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="option">Smoothing Factor</GUIRef>, ERP Enterprise recalculates the overall vendor rating as follows:</ListItem>
         </List>
         <Formula space-and-orientation="indented-estimated">
            <Paragraph> New R = Current R + (factor * (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">Vendor Rating Parameters (tdpur0100m800)</GUIRef> session</Desc>
               </LegendEntry>
            </FigLegend>
         </Formula>
         <List>
            <ListItem>If the method to calculate the overall vendor rating is <GUIRef href="/baanerp/td/domains/pur.smth.8#moveaverage" role="option">Moving Average</GUIRef>, ERP Enterprise 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 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">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 ERP Enterprise 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>Period Table</Title>
         </Header>
         <FuncDesc>An alphanumeric code that identifies a group of defined time
		intervals.</FuncDesc>
         <DefaultValue>
            <SectionTitle>Default value</SectionTitle>
            <Paragraph>ERP Enterprise 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>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>Period</Title>
         </Header>
         <FuncDesc>The period for which ERP Enterprise 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>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 ERP Enterprise displays the vendor rating.</FuncDesc>
      </FieldHelp>
      <FieldHelp ID="tdpur802.perc">
         <Header>
            <Title>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="manual">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, ERP Enterprise 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>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="manual">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>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. ERP Enterprise 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. ERP Enterprise 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 is <GUIRef href="/baanerp/td/domains/pur.wmth.8#pieces" role="option">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="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#poc" role="option">Order Lines</GUIRef>, the total quantity is not taken into account when calculating
			 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. ERP Enterprise 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 when calculating the rating.</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/tdpur8102m100#tdpur802.perc" role="manual">Adjusted Rating</GUIRef> field.</FuncDesc>
         <DefaultValue>
            <SectionTitle>Default value</SectionTitle>
            <Paragraph>ERP Enterprise automatically enters the name of the employee who changed the value of the <GUIRef href="/baanerp/td/pur/tdpur8102m100#tdpur802.perc" role="manual">Adjusted Rating</GUIRef> field.</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="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>
   </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>