Vendor Rating Addon for SAP B1
Introduction of SAP B1 Vendor Rating Addon
Vendor Rating addon for SAP B1 is a customized add-on for SAP Business One, developed by the Kabeer. This add-on works to analyze vendor rating based of different parameters like delivery and quality. The User Guide is targeted at providing the full insight of the functionalities involved and the usage description of the Vendor Rating Add-on.
The add-on has following features
- Item Characteristics
- Density Master
- Weight calculation Master
- Sales Enquiry
- Sales Order posting from
- Sales enquiry
- Sales Quotation print out
- Purchase Enquiry
- Purchase order posting from purchase enquiry
Getting Started
To connect Kabeer Digital Signature add-on with SAP business one.
- Run SAP Business One Application
- Go to Administration–>Add-ons–>Add-on Manager–>Select Vendor Rating and click on the start button at the bottom of the window.
- Press Ok.
Menu
When add-on is connected following screen will be displayed
Main Criteria
Vendor Rating>Master>Main Criteria
This screen will be used to define main criteria for vendor rating like quality and delivery.
Sub Criteria
Vendor Rating>Master>Sub Criteria
This screen will be used to define sub criteria of a main criteria for vendor. Sub criteria values will be defined branch wise.
This screen has following information
Branch | Branch dropdown (DDL) will be there in which all active branch will come. Mandatory |
---|---|
Criteria | DDL will be there in which values will come Criteria screen, Only active values will come in the DDL,default value will be ‘Select’. Mandatory |
Sub Criteria | Will be manual input (Alphanumeric,100) Mandatory |
UOM | Will be manual input (Alphanumeric,100) Mandatory |
Active | DDL will be there, default value will be Yes, new sub criteria will be defined with active status Yes. |
Main Criteria Weightage
Vendor Rating>Master>Main Criteria Weightage
This screen will be used to define main criteria weightage.
This screen has following information
Branch | Branch dropdown (DDL) will be there in which all active branch will come. Mandatory
|
---|---|
Criteria | Will come automatically from criteria screen on selection of branch, only active criteria will come in the list and will be read only. |
Weightage | User will manual input. (numeric, 3,0) |
Sub Criteria Weightage
Vendor Rating>Master>Sub Criteria Weightage
This screen will be used to define sub criteria weightage of a main criteria.
This screen has following information about Vendor Rating Addon for SAP B1
Branch | Branch dropdown (DDL) will be there in which all active branch will come. Mandatory |
---|---|
S. No | Will be running number and will be read only |
Main Criteria | Will come automatically on selection of branch from sub criteria screen, branch wise and will be read only. |
Sub Criteria | Will come automatically on selection of branch from sub criteria screen, branch wise and will be read only. |
Weightage % | User will enter manually. (Numeric, 3,0) Mandatory |
UOM | Will come automatically on selection of branch from sub criteria screen, branch wise and will be read only. |
Target Requirement | User will enter manually(Numeric, 18,8) |
Calculation Type | Dropdown list will be there in which values will be Manual and Automatic. Default value will be Manual. |
Vendor Rating Purchase Details
Vendor Rating>Master>Vendor Rating Purchase Details
This screen will be used to define vendor/year/month wise purchase/delivery related data.
This screen has following information
Branch | Branch dropdown (DDL) will be there in which all active branch will come. Mandatory |
---|---|
Vendor Code | Choose from list (CFL) will be there in which vendor will come. Mandatory |
Vendor Name | Will come automatically on selection of vendor code and will be read only. |
Doc No. | Series will come in the drop down for this one new document series is required in document numbering menu. In next field document number will come as per selected document series. Document number will be read only. |
Status | Default status will be Open and on cancel status will be Cancel on the screen in table for Open-O will goes and for Cancel-C will goes. This field will be read only |
Doc Date | Current date will be there and will be read only. |
Year | DDL will be there in which current year as per server date and previous year will come. Default year will be current year. |
Month | DDL will be there in which Jan to Dec all months will come, default value will be ‘Select’. Mandatory |
Criteria | Will come automatically from sub criteria weightage screen. |
Sub Criteria | Will come from sub criteria weightage screen where criteria is Delivery and calculation type is Manual. This data will be fill on selection of Branch. |
Values | User will enter values manually. (Numeric, 18,8) |
Vendor Rating QA Details
Vendor Rating>Master>Vendor Rating QA Details
This screen will be used to define vendor/year/month wise purchase/QA related data.
This screen has following information
Branch | Branch dropdown (DDL) will be there in which all active branch will come. Mandatory |
---|---|
Vendor Code | Choose from list (CFL) will be there in which vendor will come. Mandatory |
Vendor Name | Will come automatically on selection of vendor code and will be read only. |
Doc No. | Series will come in the drop down for this one new document series is required in document numbering menu. In next field document number will come as per selected document series. Document number will be read only. |
Status | Default status will be Open and on cancel status will be Cancel on the screen in table for Open-O will goes and for Cancel-C will goes. This field will be read only |
Doc Date | Current date will be there and will be read only. |
Year | DDL will be there in which current year as per server date and previous year will come. Default year will be current year. |
Month | DDL will be there in which Jan to Dec all months will come, default value will be ‘Select’. Mandatory |
Criteria | Will come automatically from sub criteria weightage screen. |
Sub Criteria | Will come from sub criteria weightage screen where criteria is Quality and calculation type is Manual. This data will be fill on selection of Branch. |
Values | User will enter values manually. (Numeric, 18,8) |
Reports
A. Rating Monitoring Sheet
Vendor Rating>Reports>Rating Monitoring Sheet
This report show the vendor wise rating details based on sub criteria
Selection Criteria
Branch | Branch dropdown (DDL) will be there in which all active branch will come. Mandatory |
---|---|
Year | DDL will be there in which current year as per server date and previous year will come. Default year will be current year. |
Month | DDL will be there in which Jan to Dec all months will come, default value will be ‘Select’. Mandatory |
Vendor Code | Choose from list (CFL) will be there in which vendor will come. Mandatory |
Vendor Name | Will come automatically on selection of vendor code and will be read only. |
B. Vendor Score Card
Vendor Rating>Reports>Vendor Score Card
This report show the rating score card of selected vendor.
Selection Criteria
Branch | Branch dropdown (DDL) will be there in which all active branch will come. Mandatory |
---|---|
Year | DDL will be there in which current year as per server date and previous year will come. Default year will be current year. |
Month | DDL will be there in which Jan to Dec all months will come, default value will be ‘Select’. Mandatory |
Vendor Code | Choose from list (CFL) will be there in which vendor will come. Mandatory |
Vendor Name | Will come automatically on selection of vendor code and will be read only. |
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