Managing Supplier Schedules

The values in the rating schedule default from Rating Setup.

From the Supplier record, click Other Actions > Manage Schedule.
Result: The Manage Schedule window for the supplier is displayed.
Click Add Rating Schedule.
Enter the information in the following fields:

Field	Description
Schedule Type*	Click the drop down button and select the type of schedule, such as Overall Rating, Rating by Receiving Location, or Rating by Supplier Site. For additional information on configuration, see Rating Schedule Types.
Receiving Location*	Zoom to select or enter the name of the location that received the shipment. This field defaults to Apply to All if Overall Rating is selected as the schedule type.
Supplier Site	Zoom to select the supplier location, such as Acme - San Jose. This field only displays if Rating by Receiving Location, Rating by Supplier Site, or Rating by Supplier Site and Part is selected as the schedule type.
Part	Zoom to select the part. For additional information on configuration, see Parts. This field only displays if Rating by Receiving Location and Part or Rating by Supplier Site and Part is selected as the schedule type.
Part Revision	Enter the part revision. The part revision reflects the most current revision of a part. A part may be revised several times throughout its lifecycle. Part 55, may have revisions A, B, C. It is important to have the most current revision of a part as the part specifications may have changed. Revision C may have different specifications than Revision A. This field only displays if Rating by Receiving Location and Part or Rating by Supplier Site and Part is selected as the schedule type.
Next Rating Date*	Zoom to specify the date of the next rating calculation. This field defaults to the end of the current month.
Rating Interval*	Click the up and down arrows to specify, in months, how frequently the score will be calculated. This value defaults from the Overall Schedule if the Overall Schedule exists, otherwise it defaults from Rating Setup.
Data Span*	Click the up and down buttons to specify the range of months that will be included in the calculation. This value defaults from the Overall Schedule if the Overall Schedule exists, otherwise it defaults from Rating Setup.
Active Schedule	Specify whether or not the schedule is active.
Send Notification	Specify whether or not notification will be sent when a new score is calculated.
Notification Email	Enter the notification email address. If an email is entered here, then that person will get email notification every time the new score is calculated. If no email is entered here, but an email address has been entered for the client, then that person will receive email notification every time the new score is calculated.

Click the Submit button.
Result: The changes are saved and the Result window is displayed.