Performance review

Step by step

1. Select a period Procurement Manager

   Procurement Manager sets the scorecard period and confirms the supplier and eligible purchasing activity.

   • Defines supplier and reporting window
   • Updates Scorecards, Vendors

2. Gather delivery facts Buyer

   Buyer checks completed order lines against original need-by dates and the accepted receipt history.

   • Connects promise to accepted delivery
   • Updates Purchase orders, PO line items, Receipts

3. Check quality facts Procurement Manager

   Procurement Manager reviews inspected quantities, quality-defect reasons and any approved exclusion with its reviewer and reason.

   • Reviews defect and exclusion basis
   • Updates Receipt line items, Scorecards

4. Read price context Buyer

   Buyer compares recorded purchasing prices with appropriate contract and RFQ benchmarks and reads coverage before interpreting the measure.

   • Grounds price comparison
   • Updates Contract rates, RFQ responses, Scorecards

5. Review the draft Procurement Manager

   Procurement Manager inspects delivery, quality, price, sample and exclusion counts before deciding whether the result is ready.

   • Checks coverage and sample context
   • Updates Scorecards

6. Publish the result Procurement Manager

   Procurement Manager approves the scorecard publication, retaining the person and time. Buyer can use the published quality result in a later bid comparison.

   • Makes reviewed history available to sourcing
   • Updates Scorecards, Bid comparison scores
   ApprovalA person approves before the work moves on.

Procurement Manager

Reviews exclusions and publishes the scorecard; Buyer uses it during sourcing; Controller reads it with purchasing commitments; Supplier reads its own published result; Viewer reads scoped aggregates.