Viewing Summary Vendor Scorecard Information

After you build the vendor scorecard file, you can inquire about a single vendor's high level scorecard without running a detailed report. If you prefer to view a scorecard data with individual purchase order detail, or a scorecard with data for more than one vendor, see Running the Vendor Scorecard File Report. If you prefer to view the vendor scorecard metrics in graph form, see Trending Summary Vendor Scorecard Information.

For purchasing metrics, the vendor scorecard includes only purchase orders and direct sales orders 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.

See the What the Inquiry Shows section for a description of the metrics included in the summary.

Note: If you want to evaluate inventory metrics using a different cost basis, number of overstock days, or stagnant inventory days, you need to purge and rebuild the vendor scorecard file.

To inquire about a vendor's performance:

From the Reports > End of Month Reports > Vendor Scorecard menu, select Vendor Scorecard Inquiry to display the Vendor Scorecard Inquiry window.

In the Vendor field, enter the vendor for which you want to view summary information.

In the Branch field, enter the shipping branch, branches, or territories for which want to view vendor data.

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

If you enter an end date that is later than the end date you used when you built the scorecard file, the inquiry shows only data up to the last date available in the file.

Set which order types to include in the inquiry and click Update.

Field	Description
Include Stock	Enter Yes to include stock purchase orders in the inquiry. The inquiry 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 inquire about only stock purchase orders, set this field to Y and the other fields to No.
Include Direct	Enter Y to include direct orders in the inquiry. The inquiry includes only directs that are completely received in the system, and excludes any directs that contain credit items, and orders flagged as exceptional. To inquire about only directs, set this field to Y and the other fields to No.
Include Procure	Enter Yes to include procurement purchase orders in the inquiry. The inquiry includes only procurements that are completely received in the system, and excludes any procurements with credit items, and orders flagged as exceptional. To inquire about only procurements, set this field to Y and the other fields to No.

See What the Inquiry Shows for details about the metrics that display.

To create a detailed report, select File > Report to display the Vendor Scorecard Report window, populated with information from the inquiry window. For more information about changing the report options, see Running the Vendor Scorecard File Report.

Return to Step 2 to run the inquiry for another vendor.

What the Inquiry Shows

The following view-only information displays for the vendor based on the last period for which the vendor scorecard file was built.

Vendor Purchases

Metric	Description
Total	The total amount, in dollars, of the purchase orders for the vendor that you have completely received in the system during the selected date range. This total includes stock purchase orders, direct orders, and procurements.
Stock	The total amount, in dollars, of the stock purchase orders for the vendor that you have completely received in the system during the selected date range.
Direct	The total amount, in dollars, of the purchase orders for the vendor that you have completely received in the system during the selected date range
Procure	The total amount, in dollars, of the procurements for the vendor that you have completely received in the system during the selected date range.

Inventory Management

Metrics are as of the date you entered in the As of Date field, which defaults to the date you entered in the End Date field until you update it with a different date. Select the File > Inventory Options menu to enter a different as of date. Also use this option to select whether to include stock and nonstock in the inventory metrics. To view more detail about individual product statuses and types, use the Inventory Valuation Report and the Inventory GMROI Report.

Note: Vendor consigned inventory is not included in inventory performance calculations.

Metric	Description
Average Inventory	The average cost of your on-hand inventory from the vendor for the 12 months prior to the date listed in the As of Date field.
Overstock	The average dollar amount of inventory from the vendor in excess of the days supply that you specified when you built the vendor scorecard file. The system calculates this value by multiplying the demand per day by the number of days indicated as overstock when you built the vendor scorecard file. This value is compared to what is currently on hand. Anything above the days demand is considered excess. The default overstock days is 90. This metric also provides the percentage of overstock inventory dollars compared to the total inventory dollars for the vendor you entered in the Vendor field. To view the products in your overstock, use the Inventory On Hand With No Sales Report.
Stagnant	The average dollar amount of inventory from the vendor that has not sold in the time period you specified as stagnant when you built the vendor scorecard file. The default stagnant time period is 12 months. Important: Branch transfers are not included in this calculation. This metric also provides the percentage of stagnant inventory dollars compared to total inventory dollars for the vendor you entered in the Vendor field.
Turns	The average amount of inventory sold from the vendor. The system calculates this value by dividing the total annual cost of goods sold (COGS) by the average dollars of inventory on hand for the 12 months prior to the date in the As of Date field.

Performance Results

Metric	Description
Average Lead Time	The number of days between received date and order date for each item on a purchase order. The average lead time for a given vendor is the sum of all lead times divided by the total number of items on purchase for the vendor.
Average Number Shipments	The average number of shipments it took the vendor to complete a purchase order. The average number of shipments is the sum of all shipments divided by the total number of purchase orders. The system considers a purchase order complete when the entire order quantity for every line item is 100 percent received.
Initial Fill Rate	Stock line items received complete on the first invoice as a percentage of total stock line items on the purchase order. A complete shipment is required. The fill rate is zero if you have not received everything on the order. Final vendor initial fill rate is determined by summing the total items filled on first invoice for each purchase order, and dividing by the total number of items on all purchase orders.
Shipping Accuracy	The number of lines shipped and filled 100 percent correctly divided by the total number of line items ordered. If you find inaccuracies in shipping, you can record codes to indicate the shipping inaccuracies. For more information, see Recording Vendor Shipping Inaccuracies.

Electronic Communications (EDI)

In addition, you can view metrics for each vendor around purchase orders sent to suppliers using EDI 850 purchase orders or orders that were created in response to inbound 855s for vendor managed inventory. Use the information displayed in the Electronic Communication Usage section of the window to compare the EDI purchase order totals against all purchase orders totals.

Note: Purchase orders should be completely received and not contain any credit line items to display in the Vendor Scorecard results. The report includes all orders which pass the selected EDI criteria regardless of the how it was created, such as Emergency vs. Normal.

Field	Description
EDI P/Os, Dollars, Line Items	The total number of EDI 850 purchase orders sent or purchase orders created in response to inbound 855s for vendor managed inventory. The Dollars field indicates the total amount of dollars received from the vendor for EDI purchase orders. The Line Items field indicates line items received on EDI purchase orders. Compare these totals with those displayed for all purchase orders in the Total P/Os fields. The percentage at the end of each row indicates the percent of the total purchase orders that were sent using EDI. Note: Use this option for Direct orders in an I, Y, or $ status.
Total P/Os, Dollars, Line Items	The total number of purchase orders, EDI and non-EDI, sent to vendors. The Dollars field indicates the total amount of dollars received from vendors on all purchase orders. The Line Items field indicates the total number of line items received on all purchase orders. Compare these totals with those displayed for only EDI purchase orders in the EDI P/Os fields. The percentage at the end of each row indicates the percent of the total purchase orders that were sent using EDI.
#Inbound 810s	The total number of EDI 810 invoice documents you received.