Assisted Setup
In Microsoft Business Central, guided experiences are interactive wizards that assist you in completing specific tasks within the software. These guides take you through the process step-by-step, offering instructions and prompts along the way. The COSMO Vendor Rating wizard is designed to make it easy for you to set up this extension, even if you have little or no experience with the software.
Note
After installation finishes, the Setups for COSMO Vendor Rating page opens automatically. Choose the Back arrow to close this page to complete the setup process as described below.
Set Role
To configure COSMO Vendor Rating in Business Central using the assisted setup, you must assign the Purchaser Vendor Rating or Vendor Judge role in My Settings first (see Vendor Rating Role Centers).
- Choose the
icon and then select My Settings from the menu. Alternatively, you can use the Tell Me feature. - In the Role field, choose the ellipsis button.
- In the Available Roles page, select one of the roles mentioned above and then choose the OK button.
- Choose the OK button to close the My Settings page and save your changes.
Note
If you have access issues, you may need to log out and back in.
Open Get Started Checklist
To start working with the checklist, choose the Show demo tours button in the Get started part in the Role Center (if not already opened to the checklist).
The checklist will guide you through the process of setting up the COSMO Vendor Rating functionality, including configuring rating parameters for received quantities, delivery performance, and more. By following the prompts and instructions provided by the wizard, you can easily set up and customize the vendor rating system to fit your specific needs.
You are able to skip any steps that you are not ready to complete by choosing Skip for now and then can revisit these steps later (see Reopen Closed Checklist).
COSMO App Licensing and Registration
- If the app has not been licensed and registered yet, choose the Start button in the COSMO app registration step.
The wizard opens the COSMO License Overview page, listing the app that needs to be registered.
Note
If the app was already licensed and registered, choosing the Start button opens the COSMO License Overview page, listing the apps that were registered.
- Choose the Register your Apps action.
- In the welcome page, enter your license activation code or choose to start a 30-day demo version of the app.
- You must agree to the terms of use and then choose the Next button.
- Enter your customer name, which will be used to identify your company.
- Next you have the option to sign into the COSMO Platform to link the registration to your account is available (Next button), or you can choose to skip this step (Skip Login button).
- Choose the Finish button to close the wizard and return to the COSMO License Overview page. The app is marked as Registered.
- Choose the Close button to return to the checklist.
- In the checklist, select the Mark as completed checkbox to finish the registration step.
Vendor Rating Setup
The Vendor Rating setup step will guide you through the basic setup of the COSMO Vendor Rating functionality using the Assisted Setup wizard, which also creates some demo data. Any of the setting changes made using the wizard can be restored to default settings.
Vendor Rating Setup Fields
- In the Vendor Rating setup step, choose the Start button to open the Vendor Rating Setup page.
- Click the OK button to close the message about users logging in again.
- Choose the Assisted Setup action on the Home menu.
- Choose the Next button to proceed to the next step of the wizard.
- In the Vendor Rating Setup wizard, the general setting fields in the Vendor Rating Setup page are shown. Hover over a field to view an explanation of the setting and make any changes as needed.
The settings can be modified at any time in the Vendor Rating Setup page. - Choose the Next button to proceed to the next step of the wizard.
- The total score calculation settings are shown. Hover over a field to view an explanation of the setting and make any changes as needed.
The settings can be modified at any time in the Vendor Rating Setup page. - Choose the Next button to proceed to the next step of the wizard.
Due Date Parameters
COSMO Vendor Rating allows you to configure the rating parameters for promised delivery dates. You can assign scores based on the discrepancy between the promised delivery date and the actual delivery date. These scores are factored into the calculation of the vendor's hard rating.
Hover over a field to view an explanation of the setting.
Adjust parameters for the date-based metrics as needed.
These settings can be modified at any time in the Vendor Rating Param Date page.The date parameter can be used to assign scores based on the number of days the actual delivery date differs from the promised delivery date. The parameters may refer to item categories, so you can assign different scores for different types of goods, or they may be general, applying to all items.
Choose the Next button to proceed to the next step.
Quantity Parameters
COSMO Vendor Rating allows you to configure the rating parameters for received quantities. This includes assigning scores based on the variance between the delivered and ordered quantities, which are used in the calculation of the hard vendor rating factors for the vendor.
Hover over a field to view an explanation of the setting.
Adjust parameters for the quantity-based metrics as needed.
These settings can be modified at any time in the Vendor Rating Param Quantity page.The quantity variance between the delivered and ordered quantities is a key metric in determining a vendor's overall rating, and by defining scores for different levels of variance, you are able to assign a numerical value to the vendor's performance in this area. The parameters may refer to item categories, so you can assign different scores for different types of goods, or they may be general, applying to all items.
Choose the Next button and then choose the Finish button to close the Vendor Rating Setup wizard.
Close the Vendor Rating Setup page to go back to the Get Started checklist.
In the checklist, select the Mark as completed checkbox to finish the Vendor Rating setup step.
Quantity Parameters
The next step in the checklist is Quantity parameters, which were included in the Vendor Rating Setup wizard (see Quantity Parameters). You can choose to revisit this step to adjust the parameters for the quantity-based metrics as needed. Otherwise, you can mark this step as completed or skip it to move on to the next step in the checklist.
Date Parameters
The next step in the checklist is Date parameters, which were included in the Vendor Rating Setup wizard (see Due Date Parameters). You can choose to revisit this step to adjust the parameters for the date-based metrics as needed. Otherwise, you can mark this step as completed or skip it to move on to the next step in the checklist.
Quality Parameters
The next step in the checklist is Quality parameters.
Product quality is an important criterion for evaluating vendor performance. It assesses the quality of the products received from the vendor and ensures that they meet the specifications. The parameters used to rate the quality of received goods are not automatically set by the Assisted Setup wizard from the initial Vendor Rating Setup step.
Choose the Start button to open the Quality Rating Codes page.
Enter the quality codes and the corresponding scores that will be used to calculate an overall score for the vendor's product quality.
The specific codes and scores used will depend on the company's needs and priorities. For example, a company may use codes such as "P-Defect" (packaging defect), "Rejected", or "Excellent" and assign different scores to each code, such as 95 for "P-Defect", 0 for "Rejected", and 100 for "Excellent". Overall, it is important to establish clear parameters for evaluating product quality to accurately assess vendor performance and ensure that the company is receiving high-quality products.
Choose the Close button to return to the checklist.
In the checklist, select the Mark as completed checkbox to finish the Quality parameters step.
Return Reasons
The next step in the checklist is Return reasons.
Goods received from vendors may be rejected due to quality or delivery issues and are subsequently returned to the vendor. These posted purchase returns are a valuable tool to measure the performance of individual vendors.
COSMO Vendor Rating includes the rating of purchase returns as part of the overall vendor performance (Total Score). For each return reason, a weighting factor (Return Qty. Score) can be specified. If a direct link can be made between the purchase receipt and purchase return, the quality rating (Return Score) is included in the Total Score for the receipt. If a direct link cannot be made, a separate quality rating (Return Score) is created for the Purchase Return, which is included in the Total Score for the vendor.
- Choose the Start button to open the Return Reasons page.
- Enter the return reasons; hover over a field to view an explanation of the setting.
- Choose the Close button to return to the checklist.
- In the checklist, select the Mark as completed checkbox to finish the Return reasons step.
Item/Vendor Catalog
The final step in the checklist is Item/Vendor catalog.
To guarantee that vendor evaluations correctly reflect the standard of their deliveries, it is essential to determine which vendor's items should be considered in the rating.
- Choose the Start button to open the Item Vendor Catalog page.
- For each item/vendor combination to consider, select the Duty of Rating check box. This information will be transferred to the purchase line and determines whether the line should be rated or not.
- Choose the Close button to return to the checklist.
- In the checklist, select the Mark as completed checkbox to finish the Item/Vendor catalog step.
Reopen Closed Checklist
Once the checklist is closed, by completing or skipping the checklist steps or closing the Get started pane, you can revisit any step by choosing Back to checklist in the pane. If the pane is closed, you can reopen it by choosing the Resume button.
The checklist will indicate unopened steps with an empty circle ( ), completed steps with a check mark (✓), and skipped steps with a dash (-). To reopen a completed step, choose Revisit; to begin an unopened or skipped step, choose the Start button.
Additional Setup
Additional setup pages, as well as the setup pages in this topic, are described in Setup.
See Also
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