Skip to main content

Notifications

Announcements

No record found.

Finance | Project Operations, Human Resources, ...
Suggested answer

Vendor evaluation report

(0) ShareShare
ReportReport
Posted on by 164

Hi,

I configured the vendor rating in the dynamic 365 finance and operation, I have done the below steps.


1.create vendor evaluation groups.
2. Create vendor Evaluation Criteria.
3. Assign an evaluation criterion group to one or more procurement categories.
4. Rate the vendors.


now, how can I have the report of the evaluation?

  • Suggested answer
    Ludwig Reinhard Profile Picture
    Ludwig Reinhard Microsoft Employee on at
    RE: Vendor evaluation report

    Hi ahmad,

    Agree with Mattguo that there is no standard report that covers that need.

    You can, however, create an electronic report yourself and get a report output created e.g. in Excel, Word, PDF.

    That might be an easy and cost efficient alternative.

    Best regards,

    Ludwig

  • MATTGUO Profile Picture
    MATTGUO 22,308 on at
    RE: Vendor evaluation report

    Hi Ahmad,

    Unfortunately, there is no OOB report the display the result, only check them in the procurement category.

    The evaluation process is entirely manual, and the result can not be used in other places.

  • Nawid Profile Picture
    Nawid 164 on at
    RE: Vendor evaluation report in dynamics 365 finance and operation

    Hi Ludwig Reinhard ,

    thanks for your response.

    Just vendors, the Average rating of each evaluation group, and evaluation date.

  • Ludwig Reinhard Profile Picture
    Ludwig Reinhard Microsoft Employee on at
    RE: Vendor evaluation report in dynamics 365 finance and operation

    Hello ahmad,

    What should this report show?

    Best regards,

    Ludwig

  • Suggested answer
    vinitgoyal2005 Profile Picture
    vinitgoyal2005 6,330 on at
    RE: Vendor evaluation report in dynamics 365 finance and operation

    Hi ahmad,

    Please check atinkerersnotebook.com/.../

Under review

Thank you for your reply! To ensure a great experience for everyone, your content is awaiting approval by our Community Managers. Please check back later.

Helpful resources

Quick Links

Congratulations 2024 Spotlight Honorees!

Kudos to all of our 2024 community stars! 🎉

Meet the Top 10 leaders for December!

Congratulations to our December super stars! 🥳

Get Started Blogging in the Community

Hosted or syndicated blogging is available! ✍️

Leaderboard

#1
André Arnaud de Calavon Profile Picture

André Arnaud de Cal... 291,642 Super User 2024 Season 2

#2
Martin Dráb Profile Picture

Martin Dráb 230,371 Most Valuable Professional

#3
nmaenpaa Profile Picture

nmaenpaa 101,156

Leaderboard

Product updates

Dynamics 365 release plans