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[Marguerite Manelski]

Happy Tuesday All,

I am looking to improve our vendor rating system and am wondering if there is a way to have this directly in NAV 2015.  If there is not a way to monitor this is NAV what is the best platform for this?   We have been using a basic format in Excel and would like to move away from that and build something that would be more in depth.

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Marguerite Manelski
Junior Purchasing Agent
American Ring
Solon OH
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[Soren Smith]

Hi Marguerite,

There are no such standard functionality in NAV.
The reasoning is, most likely, that it is very different from company to company how they want to measure “Vendor rating”, but being on NAV2017 it is not that difficult to make a customization there will suit your company now, and equally flexible to adjust for the future.

I have earlier made this kind of functionality for other companies in older NAV versions, and in general it were measured against Quality, Timely delivery, Returned faulty goods, Price.
Each of these had a “weight” attached to them so you got an over-all score over period of time – and through setup a “Treshold” for warnings and “soft block” for ordering.

It is typically a 10-20 days work there goes into it, so it links properly into both the Ordering process as well as the Approval process, because it also needs to attach into the Planning Side, so when orders gets created there it will select the best possible Vendor based on both delivery time; but equally their rating.

My preference is abolutely to keep it NAV, so you can access it directly from both Vendor List and  Vendor card; and it can work as an help during the ordering process.

The functionality and impact naturally depends on your company, so I don’t think I can give you a much better answer than this.

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Soren Smith
Nielsen & Partners Ltd
Cape Town
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[Eduardo Diaz]

Hi Marguerite,

We created a “Vendor Performance” report using JetReports. We compare “Expected Receipt Date” vs “Posting Date” (Actuals) at the Purchase Receipt Line level. We added a Pivot table to count number of orders, line items, late orders, number of days late and then assign a score based on a template. We run this report monthly.

Cheers,

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Eduardo Diaz
IT Director
Minequip Corp.
Miami FL
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[Marguerite Manelski]

THANK YOU SO MUCH Eduardo.  This gives me such the start that I needed.  I have been racking my brain to get this started and knew it was so simple that I was overlooking it.

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Marguerite Manelski
Junior Purchasing Agent
American Ring
Solon OH
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