Evaluating a supplier's performance

To conduct supplier performance evaluations, you must select the Current Template For Supplier Evaluations check box when setting up the template.

See Creating categories for supplier performance evaluation templates.

  1. Select Contracts > Suppliers.
  2. Open a supplier record.
  3. On the Evaluations tab, click Create.
  4. Provide a description for the evaluation.
  5. Click Next.
  6. Complete the information in the listed categories and criteria.
  7. Click Complete Evaluation.

    The View Evaluation and Amend Evaluation buttons are available to generate a PDF file of the evaluation and make any changes to the evaluation respectively.