Role for Vendor Evaluation

[Former Member]

Hi experts

i'd like to know what are the standard role for vendor evaluation and vendor qualify in SRM EBP 7.0.

Regards

Andrea

[former_member183819 · Accepted solution]

The vendor evaluation questionnaire is always triggred when a the user posts a confirmation RIGHT?

/SAPSRM/RECIPIENT -SAP SRM Server Role

com.sap.pct.srm.ro_goodsrecipient-Portal Role

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Supplier Evaluation

You can use Supplier Evaluation in SAP Supplier Relationship Management (SAP SRM) to evaluate your suppliers by means of Web-based surveys. You can tailor individual surveys and questionnaires, and select the criteria to evaluate. You can then transfer the data that you gather from the questionnaires and surveys to SAP NetWeaver Business Intelligence (SAP BI). You can use this information to help you select suppliers and negotiate conditions.

For more information on reporting in SAP BI, see the SAP NetWeaver documentation on SAP Help Portal at http://help.sap.com SAP NetWeaver SAP NetWeaver <release> Library SAP Library SAP NetWeaver Library BI Content Supplier Relationship Management Supplier Evaluation .

Prerequisites

You need to compile questionnaires using the WebSurvey Cockpit. For more information, see the SAP NetWeaver documentation on SAP Help Portal at http://help.sap.com SAP NetWeaver SAP NetWeaver <release> Library SAP Library SAP NetWeaver Library SAP NetWeaver by Key Capability Application Platform by Key Capability Business Services Web Survey .

When you use the Supplier Survey Cockpit (see below), you can access the WebSurvey Cockpit from the SAP NetWeaver Portal. To compile a questionnaire, in this case, click on the Supplier Evaluation tab strip. Then click on Create Questionnaire.

Features

There are two different methods to collect data to evaluate supplier performance:

Event-driven evaluation. For example, when saving an invoice, a questionnaire is presented to the user

Ad-hoc evaluation through surveys managed with the Supplier Survey Cockpit

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Event-Driven Evaluation

SAP Supplier Relationship Management (SAP SRM) supports event-driven questionnaires for two specific occasions:

Saving of a confirmation

Saving of an invoice

Note

The event-driven evaluation and the ad-hoc evaluation use separate InfoProviders in SAP NetWeaver BI. The InfoProvider that is used for event-driven evaluation is also used for evaluation triggered from out of the Advanced Supplier List.

End of the note.

These events trigger a questionnaire, which pops up on the screen or enable a button to open the questionnaire. To carry out event-driven evaluation, you first have to specify in Customizing when and under which circumstances you want the evaluation to take place. For example, you can define that the evaluation is to occur for certain product categories, or suppliers, or purchasing organizations. You can also define the frequency (for example, every invoice/confirmation, or every second invoice/confirmation, and so on). For more information, see Customizing: Integration with Other SAP Components Data Transfer to the SAP Business Information Warehouse Settings for Application-Specific DataSources (SRM) Define Events for Supplier Evaluation in SRM

Process

Supplier Evaluation is used in the Confirmation and Invoice applications to evaluate day-to-day activities on the basis of operational documents. It can also be used from the Approved Supplier List.

Supplier Evaluation Examples Application

Possible Questionnaire

Possible Criteria

Confirmation

Evaluation of goods

Delivery on time?

Condition of packaging?

Confirmation

Evaluation of services*

Was the service performed in a timely fashion?

Quality of service performed?

Invoice

Evaluation of invoice

Invoice quantity = confirmed quantity?

Was the invoice clearly presented?

Approved Supplier List

Evaluation of supplier

Reliability of supplier?

Price transparency of supplier?

Note

*Note the data protection regulations that apply when evaluating services.

End of the note.

For more information about SAP NetWeaver BI Reporting, see SAP Help Portal at http://help.sap.com SAP NetWeaver BI Content Supplier Relationship Management Supplier Evaluation

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Ad-Hoc Evaluation: Supplier Survey Cockpit

The Supplier Survey Cockpit is an application with which you can manage surveys to gain information about your suppliers. After completion of a survey, the survey data is transferred to SAP NetWeaver Business Intelligence (SAP NetWeaver BI) for reporting. Analyzing the survey outcomes in SAP NetWeaver BI helps you to always be up on your suppliers' performance regarding, for example, reliability, quality, and service.

The Supplier Survey Cockpit enables you to gather information independently of a certain purchasing event. With the Supplier Survey Cockpit, you can do the following:

Set up a survey

Assign a questionnaire to the survey

Distribute the questionnaire via e-mail and

Monitor the responses

Features

To access the Supplier Survey Cockpit, choose Supplier Evaluation and then Survey Management under Detailed Navigation.

By default, you find three queries: A survey query, a survey package query, and a survey monitor query. Depending on the query you choose, the table below the queries displays different information.

To manage surveys, choose the survey query. Click on Create to create a new survey. Select a survey from the table and click on Display, Edit, or Delete to display, change, or delete a survey.

To manage survey packages, choose the survey package query and click on the corresponding buttons.

To download the table contents in MS Excel format, click on Export.

For more information on the queries, which serve to monitor surveys, see Survey Monitoring.

BR

MUTHU

[former_member183819 · Accepted solution]

http://help.sap.com/saphelp_srm70/helpdata/EN/a1/dee0c2863048b9bcc58772ccf4bd35/frameset.htm

You create a survey to gather feedback from different parties about your suppliers, for example, about their product quality, their reliability, or their service. A survey consists of one questionnaire and a set of administrative attributes, for example, name, ID, survey owner, participants, evaluation period, survey deadline, evaluation category, and evaluation area.

Activities

Each survey must be assigned to a survey package. So, to create a survey, you have to create a survey package first.

Surveys and Survey Packages

Companies evaluate suppliers based on different aspects, such as timeliness, quality, service, or price. Surveys are therefore distributed to different people in the organization, depending on their area of expertise.

In the Supplier Survey Cockpit, one survey is linked to one questionnaire. The company then needs to create one survey for quality-related questions, another for delivery-related questions, and a third for services-related questions, and so on. To track and analyze the result jointly for all three surveys, the concept of a survey package has been designed. This gives the opportunity to have a 360 degree view of the supplier.

To create a survey package, choose Supplier Evaluation in the SAP NetWeaver Portal. Select the survey package-related query and click on Create.

Subsequently, to create a survey, select one of the survey-related queries and click on Create.

You can also copy an existing survey to create a new one. For this purpose, select one of the survey-related queries, then select the survey you want to copy. Click on Copy. The Create Survey screen opens up. Key fields are copied from the original survey to the new one, with the exception of the survey ID, the statistics, the survey status, the questionnaire status, and the answers from the participants. The status of the new survey is automatically set to new; the status of the questionnaire(s) is set to not sent.

The content area of the Create Survey screen is divided up into three areas:

General Information

Survey Statistics

Table of Survey Participants

General Information

Fill out the fields in the General Information section. Note the following features:

Assign a survey package to group surveys that belong together content-wise.

You can choose between different evaluation areas that you have defined in Customizing. For more information, see Customizing of Supplier Relationship Management under SRM Server Supplier Evaluation Evaluation Area.

To assign a questionnaire, you must have created a questionnaire choosing Supplier Evaluation in the SAP NetWeaver Portal and clicking on the Create Questionnaire service. For more information, see the SAP NetWeaver documentation on SAP Help Portal at http://help.sap.com SAP Library SAP NetWeaver Library SAP NetWeaver by Key Capability Application Platform by Key Capability Business Services Web Survey .

You can create an invitation letter. That is the text of the e-mail that the questionnaire is attached to. You can also create a reminder letter, which you can send out in case a participant does not reply in time. (To do so, click on Letters Reminder in the table of participants screen area.

You can choose between different evaluation categories that you have defined in Customizing. For more information, see Customizing for Supplier Relationship under SRM Server Supplier Evaluation Evaluation Category.

For the Survey Owner input field, there is an input help available, which is linked to the business partner database in SAP SRM.

Survey Statistics

In the Survey Statistics section, the following information is displayed:

Number of days until survey deadline

Number of sent questionnaires

Number of answers received (status returned)

Number of reviewed answers in percent (status reviewed)

Table of Survey Participants and Suppliers

You fill out the table of survey participants and suppliers. You can either add a participant and supplier that you define here, or a combination that has been predefined in the Who Rates Whom database ( Add Combination ).

To send the survey to the assigned participants, click on Send.

The survey participants receive the questionnaire attached to an e-mail with the subject Web Survey Invitation. If you have not written an invitation letter, the e-mail has the following standard text: Please fill out the questionnaire. When the participants send back the questionnaire, the questionnaire status changes to returned.

You can configure the number of blank (editable) lines in the table of survey participants and suppliers clicking on Settings. To make all remaining lines editable, enter -1 in the Number of Blank Lines field. You can configure the Who Rates Whom database in the same way.

[Former Member]

pl check the follow URL

http://help.sap.com/saphelp_srm70/helpdata/en/49/3329a5fd695aa8e10000000a42189d/content.htm

BR

Dinesh