Record supplier evaluations based on purchase orders, work order activities, or receipt of goods. First, create evaluation records for purchase orders, work order activities, or receipt of goods. Then, evaluate the supplier based on the evaluation criteria.
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Define evaluation codes and criteria prior to recording supplier evaluations. |
Follow these steps to record supplier evaluations.
Open the Supplier evaluation form (SMSUEV).
Click the Record view tab. Datastream 7i displays the Record view page.
Evaluation number—Enter a description of the evaluation in the adjacent field. Datastream 7i assigns an evaluation number after you save the record.
Class—Click to select the class of the evaluation record. The classes shown belong to the EVAL entity.
Evaluation code—Click to select the evaluation code to attach to the record.
Supplier—Click to select the supplier to attach to the record.
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You can only select a purchase order, work order/activity, or receipt from Approved transactions. |
Choose one of the following options:
If the evaluation record applies to a purchase order—Click , for Purchase order, to select a purchase order.
If the evaluation record applies to a work order or activity—Click , for Work order, to select a work order or activity.
If the evaluation record applies to a receipt—Click , for Receipt, to select a receipt.
Choose File | Save from the menu bar. Datastream 7i saves the information to the database.
Click the All lines tab. Datastream 7i displays the All lines page.
Response—Click to select a response for each question listed.
Choose File | Save from the menu bar. Datastream 7i saves the changes and calculates the supplier rating.