Running the Vendor Scorecard File Report

After you build the vendor scorecard file, you can run reports on the data the system gathered.  From the report, you can drill into purchase orders to review order and line item data. You can also drill into orders to log shipping inaccuracy codes for specific line items. If you are a member of the National Association of Electrical Distributors (NAED), you can run the report and print or download the results to send to NAED.

If you prefer to view a single vendor's scorecard data online in a summary inquiry window without the individual purchase order detail, see Viewing Summary Vendor Scorecard Information.

The vendor scorecard includes only purchase orders, direct sales orders, and procurements that are completely received in the system. The scorecard excludes purchase orders that contain one or more credit items, as well as purchase orders that are marked as exceptional.

The report shows the same metrics as the inquiry screen. For more information, see Viewing Summary Vendor Scorecard Information.

To run the Vendor Scorecard File Report:

1. From the Reports > End of Month Reports > Vendor Scorecard menu, select Vendor Scorecard Report to display the Vendor Scorecard File Report/Download window.

2. In the Branch field, enter the shipping branch, branches, or territories for which you want to run the report.

3. In the Start Date and End Date field, enter the first and last date in the range of dates for which to select purchase orders, directs, and procurements to include in the report.

4. In the Vendor field, enter or select the vendor you want to include in the report.

To include more than one vendor in the report, click the Multi button and enter all the vendors you want to include. Leave this field blank to include all vendors in the report. To run the report for all vendors assigned to buy lines as Vendor Scorecard vendors, leave this field blank.

5. In the Include area, select which order types to include in the report.

   Field	Description
   Stock POs	Includes stock purchase orders in the report. The report includes only purchase orders that are completely received in the system, and excludes purchase orders that contain credit items, and orders flagged as exceptional. To run the report for only stock purchase orders, select this check box and deselect the others in this area.
   Directs	Includes direct orders in the report. The report includes only direct orders that are completely received in the system, and excludes directs that contain credit items, and orders flagged as exceptional. To run the report for only directs, select this check box and deselect the others in this area.
   Procurements	Includes procurement purchase orders in the report. The report includes only procurements that are completely received in the system, and excludes any procurements with credit items, and orders flagged as exceptional. To run the report for only procurements, select this check box and deselect the others in this area.

6. In the Options area, select additional options for data in the report.

   Field	Description
   Show Inventory Metrics	Select this check box to include average, overstock, stagnant, and inventory turns information for each vendor in the report. Use the options in the Inventory Metrics section to change the date as of which the metrics are calculated, and to select the inventory types to include.
   Show PO Detail	Select this check box to break down data by individual purchase order for each vendor included in the report. To report only on the summary information without the detail, deselect this check box.
   Page Break on Vendor	Select this check box to insert a page break after each vendor. Deselect the check box to use natural page breaks in the report and to not separate each vendor's data with a page break.

7. Set Options, if needed, and run the report.

See Also:

Building the Vendor Scorecard File

Recording Vendor Shipping Inaccuracies

Viewing Summary Vendor Scorecard Information