Modul Generator: Basic function of the supplier rating module

Modified on Thu, 2 Apr at 4:20 PM

Tip: The vendor evaluation module presented in this article was created based on the standard module template of the Module Generator. Modules created with the Module Generator can be adapted to your individual requirements. This guide describes the basic functionality of the standard module template.

Procedure

The vendor evaluation module is used to prepare, conduct, and follow up on vendor evaluations. Vendors progress through several statuses in the module:

New vendors
Vendors under evaluation
Evaluated vendors
Archived vendors

New vendors

Serve to prepare vendor evaluations. Vendors receive this status when they have never been evaluated before.

Vendors under evaluation

Lists all vendors that are currently being reviewed. These may be initial evaluations or regular evaluations conducted according to the frequency defined by your organization.

Evaluated vendors

Contains all active vendors whose evaluation has been completed. Evaluated vendors can be moved back to "Vendors under evaluation" status if a re-evaluation is needed.

Archived vendors

Contains all inactive vendors – those that are not currently active vendors for your organization. They can be moved back to "Vendors under evaluation" status if they resume work as vendors.

Elements

A single vendor evaluation in the vendor evaluation module is divided into five blocks:

Vendor master data
Description of delivered services
Vendor evaluation
Actions
Additional vendor information (attachments)

Vendor master data

Here you define the basic information about the vendor: name, contact person, contact details, and the vendor's relevance to your service delivery.

Description of delivered services

Captures the typical deliveries from the vendor, including delivery frequency and scope.

Vendor evaluation

The vendor is evaluated according to your organization's specific evaluation criteria.

Important: You must establish organization-specific evaluation criteria that will be used to assess vendors.

Actions

Here you record actions taken regarding the vendor. Actions should be reviewed, adjusted, and updated regularly according to the vendor's level of importance.

Additional vendor information

Here you can upload supplementary information as attachments (e.g., delivery terms, product catalogs, performance overviews) in formats such as Word, Excel, PowerPoint, PDF, etc.

Rights Management

In the Roles, there is the VendorGroup. Members of this group are notified when a vendor needs to be evaluated.

The vendor evaluation module is designed by default for maximum transparency: every user can view and edit all vendors and vendor evaluations. However, access protection can be activated for individual vendors in the page type via Protected Vendor. This restricts access rights to the creator, the VendorGroup, and the primary contact person for the vendor.

Necessary Adjustments

When implementing the vendor evaluation module, you should define and configure a simple vendor evaluation schema – that is, your organization's specific evaluation criteria. While the standard evaluation schema that is included can be used, it may not match the relevant data that your organization needs to collect.

Additionally, define the following:

The frequency at which vendors are evaluated (e.g., criticality "3" semi-annually, criticality "2" annually, criticality "1" every two years)
When vendors are added to the module (e.g., in the procurement process)