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Microsoft Dynamics SL (Archived)

Vendor Performance Analysis

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Posted on by 60

Hi Everyone,

I recently found this great site and thought I would post my question.  I browsed through the forum posts and found little to do with vendor reports.

SL 7.0 FP1 

Vendor Performance Analysis (04.670.00)

Is there a way to have the report leave some data out when creating reports?  More specific, by default this report uses a weighted index when computing on-time delivery.  It also seems to be using early shipments as a way of deducting from the percentage of on-time delivery.  What I would like to do is turn both of these items off when creating the reports. 

Our software provider wants a great deal of $$ to help us with this. 

Any ideas?

Thank You

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  • Carolyn Kolpien Profile Picture
    on at
    Re: Vendor Performance Analysis

    Hi Steve,

    Start up Crystal Reports for Solomon.  Click on More Files.  Located the Microsoft Dynamics folder where SL is installed.  In the Applications folder, you will see folders for all the modules, such as AR, AP, etc.  Open the PO folder and you will see the report file called 04670.  Open up the report.  Customizing these reports isn’t easy, especially if you don’t have expertise in working with Crystal report.

    I hope this helps.

    Carolyn

  • Carolyn Kolpien Profile Picture
    on at
    Re: Vendor Performance Analysis

    Hi,

    Thank you for the information.  It seems like you could do what you are describing.  I assume you have Crystal Reports for Solomon installed and have opened the report in Crystal.  See if the information below helps.

    One of the specific questions asked was ‘…early shipments will not alter the vendor’s on time delivery average’.   I think that would actually be a pretty easy change.  An early shipment would be one where the receipt date was prior to the promised date.  Right now there is a formula that takes the receipt date minus the promised date (assuming the promised date is not blank) to calculate the number of days the shipment might have been late.  It sounds like if you have an early shipment, you don’t want to count that though.   So as an example, if you had two shipments promised on 10/15/2012, and one was received on 10/10/2012 and the other on 10/17/2012, because one was received five days early and the other two days late, the report would conclude that the average shipment is 1 ½ days early.  It sounds like you want to count that early shipment as being ‘on time’ and report that the average shipment is 1 day late (one is on time, and the other was two days late.

    The formula looks like this currently.

    if (PurOrdDet.PromDate) = DateValue (1900, 01, 01)

    then

       0

    else

        (POTran.RcptDate) - (PurOrdDet.PromDate)

    I think you could do this:

    if (PurOrdDet.PromDate) = DateValue (1900, 01, 01) or (POTran.RcptDate) <= (PurOrdDet.PromDate)

    then

       0

    else

        (POTran.RcptDate) - (PurOrdDet.PromDate)

    So that if the receipt date was less than or equal to the promised date (an on time shipment) the days counted for that shipment are zero.

    The other specific question was not using a weighted average.  I’m not clear on that request.  Whether you want to suppress those lines on the report so you don’t print, or whether you want to modify formulas.  There is a formula as an example that appears to calculate a number of ‘variance days’ and then divides it by the total quantity on the PO.  I assume that is what he might be referring to as a weighted average.

    if Sum ((POTran.Qty), (PurchOrd.VendId)) <> 0 then

      Sum ((@POAbsVarDays), (PurchOrd.VendId)) / Sum ((POTran.Qty), (PurchOrd.VendId))

    else

      0

    I think that would be pretty easy to modify also.  Just remove the divisor from the formula(s).

  • Pizzamkr Profile Picture
    60 on at
    Re: Vendor Performance Analysis

    Thank you for your response.  I am trying to achieve a report that will not use the weighted average and early shipments will not alter the vendor's on-time-delivery average.  I wasn't sure if these reports were customizable to that detail.  

  • Carolyn Kolpien Profile Picture
    on at
    Re: Vendor Performance Analysis

    Hi Pizzamkr,

    I found this description of the report.  Can you say specifically what part of the calculation you don't want to see on the report?

    The Vendor Performance Analysis (04.670.00) report provides a receipts-to-purchase order comparison of purchase orders. It aids in analyzing vendor purchase order fulfillment by helping you evaluate vendors according to three criteria:

    ·         Quantity — Did vendors send the quantities ordered, or were quantities over or short? The software calculates the quantity variance for each purchase order and item by subtracting the quantity received from the quantity ordered.

    ·         Timeliness — Did receipts occur on the dates promised? If purchase orders required several receipts to complete (due to shortages), how long after the promised date were they completed? The software calculates the date variance for each purchase order and item by subtracting the date received from the date promised.

    ·         Price — Did vendors charge what was originally agreed upon on the purchase orders? The software calculates the price variance for each purchase order and item by subtracting the vendor invoice price from the purchase order price.

    Do you wish to alter the calculations or do you just want to prevent specific data from showing on the report?

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