🏷️ Vendor Classification
The Vendor Classification module automatically assigns vendors a class (A–E) and status based on the percentage result from the rating sheet. This gives immediate visibility into which vendors are strategic partners and which require supervision.
⚙️ How it works
After approving a rating sheet, the system automatically:
- Checks the vendor's Final % against the classification mapping table.
- Assigns the corresponding class (A–E), status, and color to the sheet line.
- Updates the Rating Classification and Classification Status fields on the vendor card.
The classification is visible:
- On the vendor card (Rating Classification and Classification Status fields).
- In the ✒️ Feedback & Ratings FactBox on purchasing documents.
- In the rating sheet line.
📋 Classification mapping
The classification mapping is a table defining rules for assigning classes to vendors. Each row contains:
| Field | Description |
|---|---|
| Rating From | Lower bound of the percentage range (inclusive). |
| Rating To | Upper bound of the percentage range (inclusive). |
| Rating Classification | Vendor class: A, B, C, D, or E. |
| Classification Status | Status assigned to the vendor: Approved, Conditional, Warning, Blocked. |
| Description | Descriptive text explaining the meaning of the range (max 250 characters). |
| Color | Text style displayed in sheet lines and FactBoxes for vendors in this range. |
Ranges, descriptions, and colors can be freely modified — tailored to the organization's vendor evaluation policy.
🏗️ Default mapping
On first installation or after using the Generate Default Mapping action, the system creates the following rows:
| Range % | Class | Status | Color | Description |
|---|---|---|---|---|
| 90–100% | A | Approved | 🟩 Green bold | Highest trust level; strategic partner. |
| 75–89% | B | Approved | 🟩 Green bold | Reliable vendor meeting standards. |
| 60–74% | C | Conditional | 🟨 Yellow | Moderate risk; requires monitoring. |
| 40–59% | D | Warning | 🟥 Red bold italic | High risk; orders require management approval. |
| 0–39% | E | Blocked | 🟥 Red bold italic | Critical issues; new purchase orders should not be created. |
🛠️ How to configure the mapping
- Open the ⚙️ N24VR - Vendor Rating Setup page.
- Run the Rating Classification Mapping action.
- On the Rating Classification Mapping page, the following operations are available:
- change percentage ranges (Rating From, Rating To),
- assign class and status to each range,
- enter custom descriptions,
- select a row color from the available styles list,
- add and remove rows,
- the Generate Default Mapping action restores factory defaults.
Warning
The Generate Default Mapping action deletes all existing rows and creates new ones based on default values.
🎨 Row colors
The Color field in the classification mapping defines the text style displayed in rating sheet lines and FactBoxes. Colors provide immediate visual indication of vendor risk level — without analyzing percentage values.
How to set a color
- Open the Rating Classification Mapping page.
- In the Color column, select a style from the list.
- After saving, colors appear automatically wherever a vendor rating is displayed.
Available color styles
| Value | Appearance |
|---|---|
| None | No formatting |
| Standard | Standard text |
| 🟦 Blue | Blue |
| ◼️ Bold | Bold |
| 🟦 Blue + Bold | Blue bold |
| 🟥 Red + Italic | Red italic |
| 🟦 Blue + Italic | Blue italic |
| 🟩 Green + Bold | Green bold |
| 🟥 Red + Bold + Italic | Red bold italic |
| 🟨 Yellow | Yellow |
| ⬜ Gray | Gray |
Where colors are displayed
Colors from the mapping appear in the following locations:
- Vendor rating sheet — percentage result in the sheet line.
- Rating FactBox — percentage result on purchasing documents.
- Vendor card — classification field in the ratings section.
🚨 Warning on purchasing documents
When a user selects a vendor on a purchase order or purchase invoice, the system checks the vendor's classification status. If the status is Warning or Blocked, a message is displayed informing about the vendor's low status.
The warning does not block document creation — it serves as information for the buyer.
Note
The warning does not appear on purchase credit memos and purchase return orders.