Supplier Performance Report

Kinetic ERP
,
1

Looking for guidance if a report can be generated to review Supplier Performance on delivered material

1 Like
2

I just created something like this. You will have to update the BAQ on the Vendor.VendorID table criteria. I used paste/insert to pate in a whole list of applicable vendor IDs. The BAQ shows vendor (supplier) performance over a date range. The BAQ has lots of extra fields because it is used in a BAQ Report.

BAQ:
VEndPerfDtlFilterUSD.baq (49.9 KB)

BAQ Report:
VendPerfDtlUSD.xml (2.4 KB)

Note that the Parameters in the BAQ are useless right now. I just forgot to remove them. If you run the BAQ through the BAQ report, then the parameters in the BAQ report should override the BAQ.

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3

Having said all that, there is also a built-in Supplier Performance Report. Executive Analysis > ShopVision > Performance. I could never get anything useful out of mine because it relies on something that doesn’t work in Epicor for us.

4

Unfortunately, my companies IT policy blocks my viewing this. Can you post a pdf to view? Here is how I want to score them.

Supplier Performance Report.pdf (648.9 KB)

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Capture4332346
Capture4332346965×820 126 KB

/*
 * Disclaimer!!!
 * This is not a real query being executed, but a simplified version for general vision.
 * Executing it with any other tool may produce a different result.
 */
 
select 
	[SubQuery1].[Calculated_Average] as [Calculated_Average],
	[SubQuery1].[Calculated_CountReceiptsLate] as [Calculated_CountReceiptsLate],
	[SubQuery1].[Calculated_LineTotal] as [Calculated_LineTotal],
	[SubQuery1].[Calculated_TotalMisc] as [Calculated_TotalMisc],
	[SubQuery1].[PORel_DueDate] as [PORel_DueDate],
	[SubQuery1].[RcvDtl_DocVendorUnitCost] as [RcvDtl_DocVendorUnitCost],
	[SubQuery1].[RcvDtl_OurUnitCost] as [RcvDtl_OurUnitCost],
	[SubQuery1].[RcvDtl_PackLine] as [RcvDtl_PackLine],
	[SubQuery1].[RcvDtl_PackSlip] as [RcvDtl_PackSlip],
	[SubQuery1].[RcvDtl_PartNum] as [RcvDtl_PartNum],
	[SubQuery1].[RcvDtl_POLine] as [RcvDtl_POLine],
	[SubQuery1].[RcvDtl_PONum] as [RcvDtl_PONum],
	[SubQuery1].[RcvDtl_PORelNum] as [RcvDtl_PORelNum],
	[SubQuery1].[RcvDtl_PUM] as [RcvDtl_PUM],
	[SubQuery1].[RcvDtl_ReceiptDate] as [RcvDtl_ReceiptDate],
	[SubQuery1].[RcvDtl_VendorQty] as [RcvDtl_VendorQty],
	[SubQuery1].[Vendor_Name] as [Vendor_Name],
	[SubQuery1].[Vendor_VendorID] as [Vendor_VendorID],
	[SubQuery1].[Vendor_VendorNum] as [Vendor_VendorNum],
	[SubQuery1].[VendorPP_City] as [VendorPP_City],
	[SubQuery1].[VendorPP_Name] as [VendorPP_Name],
	[SubQuery1].[VendorPP_State] as [VendorPP_State],
	[SubQuery1].[VendorPP_VendorNum] as [VendorPP_VendorNum],
	(SubQuery1.Calculated_LineTotal+ SubQuery1.Calculated_TotalMisc) as [Calculated_GrandTotals]
from  (select 
	[Vendor].[Name] as [Vendor_Name],
	[VendorPP].[Name] as [VendorPP_Name],
	[VendorPP].[City] as [VendorPP_City],
	[VendorPP].[State] as [VendorPP_State],
	[PORel].[DueDate] as [PORel_DueDate],
	[RcvDtl].[ReceiptDate] as [RcvDtl_ReceiptDate],
	[RcvDtl].[PartNum] as [RcvDtl_PartNum],
	[RcvDtl].[PackSlip] as [RcvDtl_PackSlip],
	[RcvDtl].[VendorQty] as [RcvDtl_VendorQty],
	[RcvDtl].[PONum] as [RcvDtl_PONum],
	[RcvDtl].[POLine] as [RcvDtl_POLine],
	[RcvDtl].[PackLine] as [RcvDtl_PackLine],
	[RcvDtl].[PORelNum] as [RcvDtl_PORelNum],
	(convert(int, datediff(day,PORel.DueDate,RcvDtl.ReceiptDate) )) as [Calculated_CountReceiptsLate],
	(datediff(day,PORel.DueDate,RcvDtl.ReceiptDate)) as [Calculated_Average],
	[Vendor].[VendorID] as [Vendor_VendorID],
	[Vendor].[VendorNum] as [Vendor_VendorNum],
	[VendorPP].[VendorNum] as [VendorPP_VendorNum],
	[RcvDtl].[DocVendorUnitCost] as [RcvDtl_DocVendorUnitCost],
	[RcvDtl].[OurUnitCost] as [RcvDtl_OurUnitCost],
	[RcvDtl].[PUM] as [RcvDtl_PUM],
	((RcvDtl.VendorQty * RcvDtl.DocVendorUnitCost)) as [Calculated_LineTotal],
	(sum(isnull(APInvMsc.DocMiscAmt,0))) as [Calculated_TotalMisc]
from Erp.RcvDtl as RcvDtl
inner join Erp.PORel as PORel on 
	RcvDtl.Company = PORel.Company
	and RcvDtl.PONum = PORel.PONum
	and RcvDtl.POLine = PORel.POLine
	and RcvDtl.PORelNum = PORel.PORelNum
inner join Erp.PODetail as PODetail on 
	PORel.Company = PODetail.Company
	and PORel.PONum = PODetail.PONUM
	and PORel.POLine = PODetail.POLine
inner join Erp.POHeader as POHeader on 
	PODetail.Company = POHeader.Company
	and PODetail.PONUM = POHeader.PONum
inner join Erp.Vendor as Vendor on 
	POHeader.Company = Vendor.Company
	and POHeader.VendorNum = Vendor.VendorNum
	and ( Vendor.VendorID in ('YOURVENDORIDSHERE')  )

inner join Erp.VendorPP as VendorPP on 
	POHeader.Company = VendorPP.Company
	and POHeader.VendorNum = VendorPP.VendorNum
	and POHeader.PurPoint = VendorPP.PurPoint
left outer join Erp.APInvMsc as APInvMsc on 
	POHeader.Company = APInvMsc.Company
	and POHeader.PONum = APInvMsc.PONum
inner join Erp.RcvHead as RcvHead on 
	RcvDtl.Company = RcvHead.Company
	and RcvDtl.VendorNum = RcvHead.VendorNum
	and RcvDtl.PurPoint = RcvHead.PurPoint
	and RcvDtl.PackSlip = RcvHead.PackSlip
group by [Vendor].[Name],
	[VendorPP].[Name],
	[VendorPP].[City],
	[VendorPP].[State],
	[PORel].[DueDate],
	[RcvDtl].[ReceiptDate],
	[RcvDtl].[PartNum],
	[RcvDtl].[PackSlip],
	[RcvDtl].[VendorQty],
	[RcvDtl].[PONum],
	[RcvDtl].[POLine],
	[RcvDtl].[PackLine],
	[RcvDtl].[PORelNum],
	(convert(int, datediff(day,PORel.DueDate,RcvDtl.ReceiptDate) )),
	(datediff(day,PORel.DueDate,RcvDtl.ReceiptDate)),
	[Vendor].[VendorID],
	[Vendor].[VendorNum],
	[VendorPP].[VendorNum],
	[RcvDtl].[DocVendorUnitCost],
	[RcvDtl].[OurUnitCost],
	[RcvDtl].[PUM],
	((RcvDtl.VendorQty * RcvDtl.DocVendorUnitCost)))  as SubQuery1
1 Like
6

The report you want is certainly possible. I say build it up in a BAQ first. Once you have the BAQ spitting out the right data, then making a BAQ Report out of it is easy. But make sure to get your BAQ as close as possible first.

1 Like
7

Truer words have never been spoken