Vendor Classification

The module assigns vendors a class and status from the rating sheet result, helping users quickly assess vendor relationships.

⚙️ How it works

After approving a rating sheet, the system automatically:

  1. Checks the vendor's Final % against the classification mapping table.
  2. Assigns the corresponding class (A–E), status, and color to the sheet line.
  3. Updates the Rating Classification and Classification Status fields on the vendor card.

The classification is visible:

  • On the Vendor List — the Rating Classification and Classification Status fields are displayed directly in the list rows, color-coded according to the classification mapping.
  • On the vendor card (Rating Classification and Classification Status fields).
  • In the ✒️ Feedback & Ratings FactBox on purchasing documents.
  • On the Item Vendor Catalog page — the Vendor Classification and Vendor Status fields.
  • On the Planning Worksheet page — the Vendor Classification and Vendor Status fields.
  • 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

  1. Open the ⚙️ N24VR - Vendor Rating Setup page.
  2. Run the Rating Classification Mapping action.
  3. 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

  1. Open the Rating Classification Mapping page.
  2. In the Color column, select a style from the list.
  3. 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 List — classification and status fields in list rows.
  • Vendor rating sheet — percentage result in the sheet line.
  • Rating FactBox — percentage result on purchasing documents.
  • Vendor card — classification field in the ratings section.
  • Item Vendor Catalog and Planning Worksheet — vendor classification and status fields.

🚨 Response to vendor status on purchasing documents

When a user selects a vendor on a purchase quote, purchase order, purchase invoice, or blanket purchase order, the system checks the vendor's classification status. For Warning, the system asks the user to confirm continuing. Selecting Yes allows the user to continue, while selecting No cancels the vendor selection.

For Blocked, the system rejects the vendor selection and does not allow the user to continue working with the document.

Note

The status check is not performed on purchase credit memos and purchase return orders. Conditional does not display a message.