Creating supplier performance evaluation templates

The supplier performance evaluation process involves setting up an evaluation template, performing the evaluation for all qualified suppliers, and analyzing the evaluations by buyers and suppliers. The administrator creates performance evaluation templates. You can select whether to use the evaluation template for suppliers, contracts, or both. After you complete this procedure, you can create and define categories and criteria for the evaluation.

  1. Select Contracts > Processing And Reporting.
  2. On the Contract Evaluations pane, click Performance Evaluation Templates.
  3. Click Create.
  4. Specify this information:
    Supplier Group
    Select a supplier group.

    See Creating supplier groups.

    Name
    Specify a name for the template.
    For Supplier
    Select this check box to use the template to evaluate suppliers.
    For Contract
    Select this check box to use the template to evaluate supplier contracts.
  5. Click Save.