Live Rating

Live Rating calculates a vendor's current score without creating a rating sheet. You see the final result and the values of active criteria.

📍 Where to find the feature

  1. Open the Vendor Card.
  2. On the action bar, choose Live Rating in the Vendor group.
  3. The system opens a small window with the rating of the currently open vendor.

The feature always applies to the vendor in the currently open card.

📊 What the window shows

The window contains one row with the current rating. It shows:

Element Description
Rating criteria Only enabled criteria appear as separate columns. Column names come from the criterion labels.
Final % Weighted average of the available criterion results.
Rating Classification Class A–E resulting from the current Final %.
Classification Status Status assigned to the current classification.

The vendor number, vendor name, and turnover are not repeated in the table. The vendor name appears in the window header. When you scroll horizontally, columns through Final % remain frozen.

If a criterion is enabled but has no data in the selected period, its column shows ---, and the missing result does not reduce the weighted average.

⚙️ How the result is calculated

  1. The system reads Default Evaluation Period (Formula) from General settings and calculates a period.
  2. The system reads enabled criteria, their weights, and tolerances from Rating Criteria settings.
  3. The configured reference date is used for On-Time Delivery, and the selected price comparison method is used for Price Efficiency.
  4. Available criterion results are combined into a weighted average. The system then assigns a classification and status using the current mapping.
  5. The result is calculated in memory. The system does not create a sheet, save a rating line, or change the last approved rating on the vendor card.
Note

Reopening the feature after changing setup may produce a different result because Live Rating always uses the current settings.

🔗 Source data details

Clicking a percentage value opens the data used to calculate the result:

  • On-Time Delivery and Quantity Reliability — posted purchase receipt lines,
  • Complaint-Free — posted purchase receipts, purchase credit memos, and return shipments,
  • Price Efficiency — posted purchase invoice lines and reference prices,
  • Manual Rating — the vendor's manual entries from the selected period.

From the opened details you can navigate to the related source document. This lets you quickly verify which data affected the current rating.

For details about criterion calculations, see the Vendor Rating Sheets documentation.