Vendor Statistics

In the Vendor Statistics function, you can generate Activity reports that track activity and Performance reports that track vendor performance for fulfilling a group of orders. You can also print the reports and copy the report data to vendor records. When creating the reports, you set the following parameters of the order records on which to compute the statistics:

• The range of order records to be analyzed
• The time period to be covered
• Whether to limit by order type
• Whether to include serials

These reports do not analyze checkin records or checkin boxes. Therefore, receipt and claiming activity in checkin records are not presented in the reports.

• Overview of Activity Report
• Overview of Performance Report

Overview of Activity Report

The Activity report tracks ordering activity during a specific period of time and counts all orders, receipts, payments, cancellations, and claims. The Activity report:

• includes all activity during the time period you specify, whether or not the order records have date information in the ODATE field
• excludes order records with a STATUS of '1' or '2' (i.e., "on hold" or "approved")
• does not calculate percentage statistics for receipts, cancellations, and claims
• does not calculate statistics on outstanding orders; the Activity report omits these statistics because there is no relationship between orders placed in a certain time period and those orders received during the same time period

For complete and accurate counts, specify the entire database for analysis. All records should be included in the Activity report because ongoing activities, such as payments and claims, can affect order records entered into the system after a significant lapse of time.

For instructions and a description of the report, see Creating Vendor Activity Reports.

Overview of Performance Report

The Performance report measures vendor fulfillment of the selected orders within a given timeframe. The report tracks when the orders were placed and all further activity affecting those records. The Performance report:

• includes only order records with ODATE values in the specified date range
• excludes order records with blank ODATE fields
• excludes other statistics (e.g., received, cancelled) unless ODATE falls in specified range
• excludes order records with a STATUS of '1' or '2' (i.e., "on hold" or "approved")
• Computes average prices and payments and percentages of orders received, claimed, and cancelled

For the Performance report, you should allow a time lapse between when the orders were placed and when the report is generated. Otherwise, if you calculate statistics on orders placed too recently, the report will probably show many outstanding orders and no further activity.

For instructions and a description of the report, see Creating Vendor Performance Reports.