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SAP S/4HANA Supplier Evaluation Steps
Dear SAP Friends,
Welcome to another interesting topic i.e., Supplier Evaluation Steps,
With continuation to my previous blog Overview of Supplier Evaluation
List of Apps Required
- Manage Purchasing Categories
- Supplier Evaluation Weighting and Scoring.
- Supplier Evaluation by Quality – Inspection Lot.
- Adjust Operational Supplier Evaluation Score.
- Manage Questions – Evaluation.
- Manage Templates – Evaluation app.
- Evaluate Suppliers app.
- Display Scorecards – Evaluation Questionnaire
- Monitor Responses – Evaluation
And roles required
Buyer |
SAP_BR_BUYER /SRMSMC/BG_SUP_EVAL_BUYSIDE |
Buyer |
SAP_BR_BUYER Add additional role /SRMSMC/QUESTIONNAIRE_MANAGER /SRMSMC/CATEGORY_MANAGER in the backend system for S/4HANA only |
Employee Procurement |
SAP_BR_EMPLOYEE_PROCUREMENT Add additional role /SRMSMC/EVALUATION_APPRAISER in the backend system for S/4HANA only |
Purchaser | SAP_BR_PURCHASER |
Open Manage Purchasing Categories
2. Choose Create. |
3. In the General section, make the following entries: |
– Purchaser Responsible : User ID |
Assign Suppliers
- In the Suppliers section, choose Add Supplier
- And add required suppliers which you want to evaluate
Assign Team Employees
- In the Team section, Choose Add Employee, In the search help Add Employee, choose Go.
- In the search result list, select an employee and choose OK.
Assign Material Groups
- In the Material Groups section, choose Add Material Groups and enter following data in the dialogue box :
- Material Group ID: Choose as per requirement GO button.
- Choose Save.
Open Supplier Evaluation Weighting and Scoring
- Create new weighting and scoring, Choose Add to add new weighting and scoring for a specific purchasing category
In the GENERAL INFORMATION section, enter the following information:
Purchasing Category: <select a purchasing category from the dropdown list.
In the CRITERION section, check all the check box in the column Active, then enter the weighting value below:
Inspection Lot: <For example, 10%>
Quantity:<For example, 20%>
Time: <For example, 20%>
Price: <For example, 20%>
Questionnaire: <For example, 20%>
Quality Notification: <For example, 10%>
Adjust Quantity Scoring data
Select the entry Quantity.
Choose the field Quantity. Choose Edit.
Adjust the value of the Variance Percentage and Variance Score if necessary.
Save the data.
Open Manage Questions – Evaluation.
Go to the tab Sections and Select New to create several sections.
Enter the Section Details (at least the mandatory fields).
For easy identification purpose given both same values
Save the entries.
No Go to the tab Questions. And Select New to create several questions. Create at least one question for each question type.
They are 4 type of questions we can create as per requirement.
I select Yes / No with is easy 😛
Enter the Question Details. Ensure that some questions allow attachments and/or comments.
I have maintained Question Ariba and going to ask Supplier that whether he is using Ariba network or not along with that I have enabled comments to he can say version and any other if required
Score selected as Yes as correct answer
Choose Save.
Manage Questionnaires – Evaluation app.
Select Create.
Maintain new questionnaire by entering at least a questionnaire name, external name, sections and questions. Assign purchasing categories by choosing one of purchasing category from the dropdown list, then choose Add
Several purchasing categories can be assigned. Not only one
Now go to Questions tab and need to maintain overall target score & overall minimum score
To decide Pass or fail ?
Search for your previously created sections and questions.
Add questions of all types. Mark some questions as mandatory. For questions of type Yes/No, mark some of them as disqualifying and enter weighting factors.
If you have created questions of type Single Answer, maintain the scores and weighting factors.
Go to Language for external questionnaire Name and maintain previously created Question Name which you maintained in Basic Data Tab
Save the entries. & Select Release.
Manage Templates – Evaluation app
Choose Create button. Maintain the new group-based evaluation template by entering at least a name, an external name, an appraiser (for example: employee_procurement) and a supplier and by assigning your previously created evaluation questionnaire.
Go to Appraiser Tab Ensure that you add an appraiser for which you have a user with a maintained e-mail address.
Go to Supplier Peer group and select Suppliers for whom this template need to be assigned
Go to Questionnaire Tab. And add score information and at least one questionnaire created previously.
Go to Communication with Appraisers tab and maintain template name
Save the entries. And Choose the Release button to release the group-based evaluation template.
After released Choose Start Group-Based Evaluation.
Maintain the group-based evaluation request by entering at least an Evaluation Request Name and a Period to Be Evaluated.
Choose Submit Evaluation Request.
Evaluate Suppliers app.
Select the corresponding evaluation response with status New which has the same name as your group-based evaluation request.
Answer the questions.
This is how question paper looks once all the above steps done properly means
Once Answered all the questions Save your changes and Choose Submit.
Open Display Scorecards – Evaluation Questionnaires app.
Find the corresponding group-based evaluation response in the list and check the status.
Drill down into details of sections and questions.
Open Supplier Evolution by Questionnaire App it’s a Report
We can see beauty of Fiori Analytical reports as below
In this way, we can evaluate suppliers without any business use or copy of data
Also, refer to https://blogs.sap.com/2020/02/11/supplier-evaluation-steps/ to see demo video of supplier evaluation
Please share, Like and Comment anything else you want to share or add points.
Thanks & Regards
Ruthvik Chowdary
SME – S/4HANA Logistics
SAP Ariba P2P
Thank you very much for the detailed information
Glad you liked my article
Very nice blog, since Purchasing Category is an evaluation method in S/4HANA there are some features about it that i would like to share too, for example “Supplier Display” in relate to Purchasing Category something call Supplier “Classification and Segmentation”. Since Supplier Evaluation is part of supplier management. I would suggest viewers can dig into Classification and Segmentation as well.
Purchasing Category is more than just a category so that you apply for Questionnaire Evaluaiton in S/4, since there is category you classify different type of purchasing categories, for example exepense: Services, Indirect materials, Offfices Supplies, …
One typical examples can be used on above of materials procurement which can be seen as External IT maintainence Services, Shipping Agent/Forwarder, External Consulting within the company. With Purchasing Category there is Planned budget can bet set for the category, monitoring and evaluating suppliers can be done through Category as well. Transparency is brought to light with Classification and evaluation in S/4HANA.
Thanks,
Hello Rithvik,
Keep it up, very nice document..
Thank you Venu gopal
Hi Hung Cao,
The screenshot that you have provided are interesting and would be helpful to my client. But I am unable to find the app where this screen is displayed. So,
regards,
Ayaz
sorry i didnt get you can you be more specific
Mohammad Ayaz Siddiqui
Hi Mohammad,
I hope it is helpful, sorry for late reply!
Hung,
Sachin Pansare
Hello Sachin,
Yes, i do believe with technical help, you can add some specific fields to the scorecard.
there are apps called: Supplier Evaluation by questionnaire,... which you can display your evaluation by visualized charts and scores there you can find!
thanks,
Hung,
App Evaluate Supplier aim is to give Supplier the possibility to answer questions or it has to be an internal user to give answers?
If supplier can use this app directly, does he/she need an SAP user ID with license?
Evaluate Supplier app aim is to give access to the supplier if that's not possible on behalf of him we will update the questions
in order to provide access to supplier Basis team will generate a web dispatcher by using it supplier will access it doesn't require SAP User ID with License just for security reasons will keep a login required
Great Topic, thanks for your effort.
I have doubts about “quantity, time, price” criterion. how can we evaluate this.! manually like a questionnaire or automatically like classic vendor evaluation?
what did you mean by regular evaluations and soft-facts?
Hi Mustafa Abbas
quantity, time, price are calculated automatically based on the GRN time and Logistics info.
Soft Facts are like social responsibility
Hi,
Thanks for the detailed description. Is there an additional licence for these functions necessary?
BR
Thomas
Hi Thomas Mader
It comes with standard S/4HANA only no extra licence is required
Hi Ruthvik,
Thank you very much for such a detailed blog. I've understood how the Questionnaire part of the evaluation works, but I am unable to find a source to study and understand how to use and activate the operational side of the supplier evaluation. Are there any specific steps that we have to perform in order to configure the same?
Thank you in advance for your support.
Regards,
Sai Teja Joginapally
the operational side of the supplier evaluation system takes automatically based on Quality, Time and Logistics information
Hello Rithvik,
Thanks for this info, was very useful but I have an issue in point 6 "Manage Templates – Evaluation app" when I choose "Submit Evaluation Request" the system display the following error message "Select at least one lenguaje"
You can help me?
Regards,
Hi Ariadna Guerrero
Once check-in Questionnaires tab or in the assignment tab language is missing
Hi Ariadna,
did you manage to solve this error already? I was stumbling over the same issue. And I did add a language in advance during the creation of a Questionnaire...
Best
Jan
Hi Ariadna,
we are facing the same issue. Could you find a solution?
I look forward to your reply.
Best Regards,
Ertan
Hola Ariadna, pudiste resolver esta situación?
Hi Rithvik,
Thanks for this info,
With the aim to complete the initial loading : 1) purchasing categories and 2) the relation between supplier and its relevant purchasing categories on S/4 HANA .
The manual loading would be costly because purchasing categories and suppliers are about fifty thousand.
Does anyone knows a standard solution for this?
You can help me?
Regards,
Hi Jorge Sahione
As of now, there is no option to make it simple as you said its manual talk only
hi gurus,
Thanks for this info, was very useful, but I have an issue concerning the distribution list of the evaluation request form. In my solution:
My request is to restrict the distribution of the evaluation request only to appraiser (purchasing group) and only for suppliers that have delivered goods in the evaluation period.
At the moment, i must restrict the distribution list manually. There is some solution that does it automatically?
someone can help me?
Regards.
Carlo
At the moment there is no automatic process to address your requirement
Dear Ruthvik Chowdary, I am implementing the supplier evaluation but I am presenting this problem, can you help me solve it?
Dear Oscar Duque
Respective USER ID is not authorized to do Supplier Evaluation once Assign required Roles and assign Purchaser Roll
Thanks for answering, make the assignment of the roles.
Please tell me how assign Purchaser Roll
One way is to create Employee as BP and assign roles
Employee as a Business Partner and Synchronization with HCM Data | SAP Blogs
another way is please check with your Security team to assign roles to the User ID
Dear Ruthvik,
I thoroughly enjoyed the video, alas, as Ariadna & Jan-Philip above I run into the issue where it says' select language' when preparing a questionnaire which leaves me unable to proceed.
Can you please elaborate your answer as the solution you mention here is not clear to me?
Thank you for taking care and sharing your knowledge.
Kind regards,
Anke
Hi
I am trying to create Purchase Category.
But showing me an error like ' you have entered the target languages for translation incorrectly'.
I applied status of translation as 'To be translated'. Actually i have tried all options , but error is same
please help me out.
I am trying to create Purchase Category.
But showing me an error like ' you have entered the target languages for translation incorrectly'.
I applied status of translation as 'To be translated'. Actually i have tried all options , but error is same
please help me out.
i thought that you select incorrect language. Original Language is English, that's why in Language column should be other language, not English.
Yes that's true ratana pouy
Please try with another language because both can be the same Bhumika dodia
Hi Rutvik,
I have save Purchase Category with entering one supplier details.
also added Weighting and its variance percentage.
Now ,i don' t want to go with Questionnaires , so i am not entering Mange Questions ... all these.
So by only adding variance percentage , can I evaluate supplier or Not ?
Please revert .
Bhumika
Yes you can based on operations data evaluation will happen Quantity, Quality, Price, etc
Thanks Ruthvik for your effort for this blog . This is really helpful. can you please help me on the below issue.
I have created the test data of step1 which is Manage purchasing but in next step - Supplier Evaluation , for me Add button is in Display mode and then in step 3 - Manage Questions app - Add question is in display mode , I can't click on it and when I click on Add Section , I can't see any New or add button to create a new section . Can you please me to know if any roles are missing?

Section
Manage question
Supplier Evaluation
Once check whether Supplier Evaluation by Purchasing category is activated or the old one operational evaluation
Dear Ruthvik,
Do we get quality audit reports in this.
It depends on what type of Audit reports you are looking for.
Mostly we get only Operational and questioner based repots
Hello Ruthvik,
i want to ask you about the application Supplier Evaluation Weighting and Scoring why is the filed
inspection lot and questionnaire is greyed ? thank you
Hi Annie,
You can define the standard weighting in SPRO:
Purchasing -> Supplier Evaluation -> Supplier Evaluation by Purchasing Category -> Determine Criterion.
Based on the settings done there, the system will default the weighting, but you can change this if needed via Supplier Evaluation Weighting and Scoring app.
Bram
Hi annie belgard,
inspection lot and questionnaire is greyed will be greyed out because those scored come for Quality management and Questioner response
Hello Ruthvik Chowdary I followed all the necessary steps in the French language, in the application evaluation supplier I can not answer the questionnaire as the Screenshot , but when I access the application with the English language I can answer the questionnaire .
Hi,
There must be an addon implemented to have a language translator.
Hi Ruthvik,
many thanks for the guide, it is comprehensive and well explained.
However I face one issue - when I use apps like "Supplier Evaluation by Price" or "Supplier Evaluation by quantity" before switching to evaluation by purchasing category, these apps work fine. But once I turn on the switch to purchasing categories (and do the config), the apps show "no data". Could you please advise how to fix this? Alternatively, is it possible to work with the "old" way of working and keep the questionnaire part - just without purchasing categories?
Many thanks, kind regards,
Adam
Once check the Selection conditions when you switch to purchasing categories like year to today etc selection will be there.
this supplier evaluation will work with questionnaire and old way as well
Hi Ruthvik,
We dont want to use Questionaires but we want to use categories(Price/Quantity/Time/Q Notification).
Reason for categories is to assign a different weighting for 3 different categories of vendors. So I've created 2 categories CAT1 and CAT2. Assigned my grouped vendors into either of these categories in the Maintain Purchasing categories app (F0337) or not assigned them at all. So 10 vendors: 2 belong to CAT1, 3 to CAT2 and rest 5 not assigned. Then I created the weighting 3 times: First without a category, second and third for CAT1 and CAT2. The reason for this this strcuture is, some vendors should not be punished if they deliver less than the PO quantity and for some there is a point reduction if they dont supply 100% of PO quantity.
Issue: The system is only considering the default weighting for all vendors, even for those which I have assigned to CAT1 and CAT2. What am I missing? Any pointers?
Also I've noticed when I run the Total operative evaluation app (F1662), and filter on categories, no categories are shown. I noticed in your video I could see the category on the X-Axis.
Regards,
Rich
Hi Ruthvik,
I see "Classification" column in Overall Supplier Evaluation App. May I know where and how to input this field value so that it can be displayed in this report?
Is the value retrieved from Qualification level in Display Suppliers App? If not, where do I input this value?
Hello Ruthvik,
Thanks for this information. I wanted to know about Supplier Evaluation scorecard output. I have performed all the mentioned steps, but still not getting any entry in app "Supplier Evaluation Score Output". Is there are prerequisite to print Supplier evaluation scorecard?
Thanks in advance!
Regards,
Rohan