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Contents of the Compute Vendor Performance Screen

Use the fields and options to configure the Compute Vendor Performance screen.

Identification

Use the fields in this block to create a new parameter ID or to retrieve a previously saved parameter ID. A parameter ID represents a set of screen selection parameters. After you have saved a parameter ID and its related parameters, you can retrieve them using Query.

You can use the retrieved parameters to produce reports and run processes more efficiently and with greater consistency. The saved parameters are also useful and necessary when you want to run the process as part of a batch job. Many users save a unique set of parameters for each different way they run a report or process. When you select a previously saved parameter ID or parameter description, the associated saved screen selection parameters automatically display as selection defaults. The page setup and print options, if there are any, are also included in the saved parameter ID. You can change any of the associated selection defaults as necessary.

Field Description
Parameter ID

Enter, or click to select, a parameter ID of up to 15 alphanumeric characters. Choose characters for your parameter ID that help identify the type of selections you made on the screen, such as PERIOD or QUARTERLY.

When you save your record, all the selections made on the screen are stored with the parameter ID. Later, you can retrieve the parameter using Query.

You can use the parameter to run the process more efficiently because you can select the parameter ID with its previously defined screen selections. After the default selections display on the screen, you can override the defaults.

Description

Enter, or click to select, a parameter description of up to 30 alphanumeric characters.

Selection Ranges

Use the this group box to specify the range of data you want to print.

Field Description
Vendor Name

Use the Option drop-down list to select the range of vendor names you want to include in this process. The following options are available:

  • All: Select this option to include all available records. The Start and End fields are disabled for this option.
  • One: Select this option to include only one record. You must enter that value in the Start field. The End field is disabled for this option.
  • Range: Select this option to include a contiguous range of records. You must enter the beginning value for the range in the Start field and the ending value of the range in the End field.
  • From Beginning: Select this option to include all the records from the beginning of the available records to a specific record in the range. You must enter the last value for the range in the End field. The Start field is disabled for this option.
  • To End: Select this option to include all the records from a specific record to the end of all the available records. You must enter the value from which the range should begin in the Start field. The End field is disabled for this option.
Start

Use this field to enter, or click  to select, the starting vendor name, as applicable.

End

Use this field to enter, or click  to select, the ending vendor name, as applicable.

Performance Date

The Option field always displays Range.

Start

Use this field to enter, or click  to select, the starting performance date, as applicable.

End

Use this field to enter, or click  to select, the ending performance date, as applicable.

Sort By

Use the drop-down list in this group box to specify how to want to sort this report.

Field Description
1st Sort

Use this drop-down list to select whether to primarily sort this report by Vendor Name or Item.

Options

Use this group box to specify additional options for this report.

Update

Use this group box to specify whether to append or replace existing item/vendor performance data.

Field Description
Append

Select this option to append new vendor performance data to existing item/vendor performance data. This option adds additional receiving and PO information to existing vendor performance data calculated for different time periods.

Replace

Select this option to replace existing item/vendor performance data with the new vendor performance data when this process is run.

Print

Use this group box to specify how to print the performance results.

Field Description
Item/Vendor Detail

Select this option to print all performance results by vendor/item combination.

Vendor Summary

Select this option to print all performance results by vendor.

Receipt Tolerance

Use this group box to specify the number of days a receipt must be received before and after the purchase order line due date to be considered late or early.

Field Description
Late Days

Use this field to enter the number of days a receipt must be received after the purchase order line due date to be considered late.

Early Days

Use this field to enter the number of days a receipt must be received before the purchase order line desired date to be considered early.

Include Miscellaneous Lines

Select this check box to include miscellaneous purchase order lines and vendor returns on overall vendor performance.

Include Subcontractor Agreement POs and Releases

Select this check box to include subcontractor agreement types of purchase orders in the computations for vendor performance.  This screen option can be saved in the parameters.  Initially, this check box is clear.