This Article Provides a general overview of the Supplier Scorecard Process in CompliantPro using the flow chart below for reference.
For more specific information please refer to the subsequent articles in this chapter:
1. Process Flow
There are a few key points to remember when working with Supplier Scorecards in CPro.
- Start by locating the desired Supplier Profile. (Most are imported already, but may be entered manually if necessary)
- The Supplier Evaluation Plan only needs to be created once, when you first setup the evaluation schedule. Subsequent evaluations are generated automatically.
- The button to create the findings form is located on the Supplier Evaluation Plan. (Most of your time will be spend creating and filling out the Supplier Evaluation Findings Forms)
- The Supplier Scorecard Report is located on SharePoint. It provides a convenient summary / presentation of the scores for presentation purposes.
2. Definitions
Supplier Profile
A Supplier Profile is a special type of document that acts as the Central Point for Supplier Management activity. It contains key demographic information such as name, address, and ERP system number (Ship To.) It is typically imported (for convenience,) but may also be entered manually. As Audits, Scorecards and SCARs are entered into the system, the supplier profile will provide status reports and links to these and many other activities.
Supplier Profiles serve as the starting point for creating Supplier Audit Reports, SCARs, and Supplier Evaluations (Scorecards)
Supplier Evaluation Plan
A Supplier Evaluation Plan defines the schedule on which a supplier will be evaluated, who is internally responsible for completing the evaluation, and contains the action register (if any actions are created in the Findings Form).
The Supplier Evaluation Plan begins at Version 1 and automatically creates the next version on the defined schedule when the Supplier Evaluation Findings Form is completed.
Supplier Evaluation Findings Form
A Supplier Evaluation Findings Form holds the results of the Evaluation. It is where you evaluate the supplier by making selections from the scoring rubric across the designated criteria. The Findings Form contains sections for comments and recommendations and also allows you to create and document actions that may arise as a result of a poor score.
When the Supplier Evaluation Findings Form is closed, the Supplier Evaluation Plan will automatically close and calculate the due date for the next evaluation.
Supplier Scorecard (Sharepoint Report)
The Supplier Scorecard Report allows you to generate a clean PDF of the Scorecard to be sent to the Supplier.
The report can be found on the Supply Chain SharePoint Site
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