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Supplier Scorecards / Vendor Performance Reporting

  • June 25, 2024
  • 14 replies
  • 481 views
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jwright
Jr Varsity III
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How do you report on how well our vendors and suppliers perform? 

Is there anyone using the eWorkplace Apps tool? Did anyone build their own dashboards for their buyers / purchasing group?

14 replies

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  • Freshman I
  • August 5, 2024

Did you get any responses regarding this topic? I would be interested to know a solution if any.

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jwright
Jr Varsity III
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  • Author
  • Jr Varsity III
  • August 8, 2024

@jdabney37 nope. definitely still a need.

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  • Jr Varsity III
  • February 26, 2025

I’m working on a report for my company to do this as well, commenting to see if there are updates at some point in the future.

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jwright
Jr Varsity III
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  • Author
  • Jr Varsity III
  • February 27, 2025

​@jfarrell I don’t have any updates. I hope others have tackled this problem that could chime in.

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I haven’t done anything with the eWorkplace, but I built our Purchasing Manager a GI / Pivot, and posted it to their dashboard.

 

POOrder → POLine

POOrder → POPR → POReceipt → POReceiptLine

Then Pivot to Dashboard.


In this example five Vendors undershiped and two overshipped, one is regularly 1.5 months late.  Another is ~2 weeks early.  Drilldown allows the Purchasing Manager to review better details and determine if it was holidays or weather delays, etc so we can dial in our Vendor lead time.  Once we get that populated, we will join that table(s) and add that to the pivot.

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@adaughenbaugh95 do you have this available to share on setting it up as I am interested in setting this up for our purchasing department.

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@adaughenbaugh95 do you have this available to share on setting it up as I am interested in setting this up for our purchasing department.

I have this, if that helps, it is fairly rudimentary.  Or you can email me and I can help based on your specific needs.

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  • Varsity I
  • September 2, 2025

@adaughenbaugh95 do you have this available to share on setting it up as I am interested in setting this up for our purchasing department.

I have this, if that helps, it is fairly rudimentary.  Or you can email me and I can help based on your specific needs.

Thanks for this GI.  After downloading and tweaking a bit to match my clients needs this is perfect.  Appreciate your help.

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ricoybanez
Jr Varsity III
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  • Jr Varsity III
  • September 3, 2025

​@jwright 

We used Dashboard which you can readily used in Acumatica, and also we integrate Dashboard created in Power BI using Odata from Acumatica.

 

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  • Varsity I
  • September 3, 2025

​@jwright 

We used Dashboard which you can readily used in Acumatica, and also we integrate Dashboard created in Power BI using Odata from Acumatica.

 

Did you use the above GI to get a dashboard or build a different one?

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ricoybanez
Jr Varsity III
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  • Jr Varsity III
  • September 3, 2025

​@cwomack98 

No, we create our own G.I to get the data we need for the dashboard.

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  • Varsity I
  • September 3, 2025

​@cwomack98 

No, we create our own G.I to get the data we need for the dashboard.

Can I see what your dashboard looks like, please?

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ricoybanez
Jr Varsity III
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  • Jr Varsity III
  • September 4, 2025

​@cwomack98 

here’s the sample

 

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  • Varsity I
  • September 4, 2025

​@cwomack98 

here’s the sample

Thank you so much.  

 

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