Vendor Evaluation by con�guring VendorRatings and Vendor Scorecard:

Create Vendor Evaluation Criteria Groups

Agenda

Vendor Evaluation by configuring Vendor Ratings and Vendor Scorecard:

Organizing the procurement becomes easier if the business can have a bird’s eye view of preferred ven-

dors, according to the ratings for their services. Dynamics AX allows to configure the vendor evaluation and

then monitor and track vendor performance against the criteria defined.

Creating Vendor Evaluation Criteria Group

To begin we will start with the creation of vendor evaluation criteria groups. These groups will

house common sets of evaluation criteria together. It will allow getting a summary result on the

evaluations.

Key Take-Away

At the end of this session you will be able to

Process:

Create Vendor Evaluation Criteria

Configure Vendors for evaluationRecord Vendor Evaluations manually

AX Version:Dynamics AX 2012 R3 CU8

Module Covered:Procurement and Sourcing

Go to Procurement and sourcing > Setup > Vendors > Vendor evaluation criterion groups.1

Close the form after creating the desired group names

Create Vendor Evaluation Criteria

Once the Vendor Evaluation Criteria Groups is set, we will need to set up some Vendor Evaluation Criteria

codes which will be used to evaluate the vendors. It determines a vendor can be used or not based on the

specified criteria.

1

2

Click New and enter a name for the group and enter a description of the group

Click Procurement and sourcing > Setup > Vendors > Vendor evaluation criteria.

Click new and enter a unique name for the criterion and enter a description of the criterion2

1

3

Select a vendor evaluation criterion group from the dropdown.

This is the same Vendor Evaluation Criteria Group which was created in the previous step

Configure Vendors for evaluation

This is the final setup which involves assigning the evaluation criteria with the vendors.

Click Procurement and sourcing > Setup > Categories > Procurement categories.

Select a procurement category from the procurement hierarchy and click vendor evaluation

criterion groups Fast Tab.

2

Add the required criteria groups from the available list3

Add the required criteria groups from the available list4

Click on the Vendors Fast Tab5

Click on Add to associate the vendors for the evaluation. 6

All the requisite vendors are now associated with the procurement category. Click close to exit

from this form.

7

Record Vendor Evaluations manually

After setting up the criteria, the vendor evaluation can be recorded.

Click Procurement and sourcing > Setup > Categories > Procurement categories

Expand the Vendors tab, select the Vendors and click on the Evaluation button in the menu bar.

1

The Rating on vendor criteria form will be opened with all the Evaluation Criteria Groups listed

on the left and the corresponding Evaluation Criteria for that group on the right.

2

The individual Evaluation Criteria rating can be selected from the dropdown.3

After entering ratings for all the criteria, the average rating for the Vendor Evaluation criterion

group is calculated automatically.

4

The same rating can be found out for all the Vendor Evaluation Criterion Group. These ratings can

be used to select a vendor before placing an order.

5

Disclaimer: Pushing ratings automatically to the rating system is currently not available out-of-box.

ATUL

An engineer and a business management graduate by profession, Atul, has the experience in working for multiple companies in the manufacturing and services sector for the past 6 years. He likes to spend his leisure time in reading fiction and writing. Atul is currently working as a Dynamics AX functional consultant at Sonata Software Ltd.

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