VALUE PERFORMANCE REPORT CALIPER LS

Author:

Maureen Sateriale

Creation Date: January 11, 2011 Last Updated: February 4, 2011 Version: 2.0

MD050 Caliper Value Performance Report

Document Control
Change Record
3

Date 11-Jan-2011 4-Feb-2011

Author Maureen Sateriale Maureen Sateriale

Versio n 1.0 2.0

Change Reference Original, no previous document. Changed DFF from vendor site to vendor

Reviewers

Name Jackie Giaquinto Maurice Plourde Sandeep Adapala

Organization

Distribution
Copy No. 1 2 Name Caliper LS Location US

Value Performance Report

MD050 Caliper Value Performance Report

Contents

Document Control.......................................................................................ii Introduction................................................................................................4 Basic Business Needs............................................................................4 Major Features .....................................................................................4 Assumptions..........................................................................................4 Descriptive Flexfield Purchasing / Vendors.............................................5 Layout of the existing Report ....................................................................6 Data Requirements / Mapping....................................................................7 Open and Closed Issues for this Deliverable.............................................13 Issues.................................................................................................. 13

Value Performance Report

MD050 Caliper Value Performance Report

Introduction
This document will describe and define the requirement to create a Value Performance Report in Oracle that can be run on demand. This report is currently done in MS Access after extracting the data needed from reports developed in Discoverer.

Basic Business Needs

Vendor Performance Report can be run on demand for specific vendors that are classified as Tier 1 performers. In doing so the goal is to eliminate having to do multiple data extracts and calculations outside of Oracle.

Major Features
1. Planner / Buyers will be able to run the Vendor Performance Report for any specified period of time, for all tier 1 or individual tier 1 vendor / suppliers.

Assumptions
1. Existing discoverer reports described in this document will be leveraged to achieve the final results. 2. Vendor / Suppliers that this report can be used for will be identified at the vendor site level. A descriptive flexfield will be set up to define attributes that are constant values for the vendor/supplier. The Value Performance section of the output will be defined using value sets and descriptive flexfields. The users will be responsible for the Value Performance Available Pts. Value and the Value Performance Actual Pts. Value given to the vendor/supplier.

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MD050 Caliper Value Performance Report

Descriptive Flexfield Purchasing / Vendors

Added 3 segments and none are required on the vendors descriptive flexfield Only vendors that this report can be run for will have these segments populated on the vendors DFF

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MD050 Caliper Value Performance Report

Layout of the existing Report

The goal is to produce the same report. One page per vendor/supplier.

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MD050 Caliper Value Performance Report

Data Requirements / Mapping

Report Parameters: 1. Organization 2. Beginning Date 3. Ending Date 4. Vendor / Supplier (name) or All5. Evaluation Period Required Required Optional Required Required

Report Heading = Value Performance Report Evaluation Period: (from report parameter 5)

A. Fundamentals Quality Performance - Based on the report value below this number would appear as 9,316 DPM (6/644) Rejected
Quality performance data is currently being extracted from the Discoverer report Caliper Receiving Rejection Code Listing Report. We need to use the same logic that is used to produce this report today to arrive at the values we need for the quality performance. The parameters we are using for this Vendor Performance Report should be valid to produce the data for the Quality Performance. The selection criteria on the Rejects and Return to vendor only should always be NO. This will include both rejected material and return to vendor material. CALIPER RECEIVING REJECTION CODE LIST: SUMMARY SEARCH

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MD050 Caliper Value Performance Report

Quality (Quantity rejected / quantity received + quantity rejected) * 1M = 9,316 (6/644) Rejected Exclude reason codes Z and ZDE from the rejected quantity calculation

Available Pts. 40 Setup a Value Set called Value Quality Performance Criteria
Available Pts. will always default to the highest value which is 40

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MD050 Caliper Value Performance Report

Actual Pts. 10 The actual points will be based on the Quality Performance Value. The
value set defines the sequence to evaluate the value. For the example provided in this document the Quality Performance is 9,316, the Actual Pts. would equate to #3 or 10 pts. 10 pts. =<10,000 DPM,(1%) Actual Pts. 10

Criteria
Print out the description of the value set Value Quality Performance Criteria

Delivery Performance - Based on the summary report values below this number would appear as 8.82% On Time (3/34) on-time
Delivery performance data is currently being extracted from the Discoverer report Caliper Vendor Service Performance Analysis Report -New. We need to use the same logic that is used to produce this report today to arrive at the values we need for the delivery performance. The parameters we are using for this Vendor Performance Report should be valid to produce the data for the Vendor Performance. We need only summary data for the delivery performance and this report right now cannot be run in summary for one particular vendor / supplier. CALIPER VENDOR SERVICE PERFORMANCE ANALYSIS REPORT - NEW

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MD050 Caliper Value Performance Report

8.82% On time = On time / total deliveries * 100 = 8.82% from the report (3/34) on time

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MD050 Caliper Value Performance Report

Available Pts. 40 Setup a Value Set called Value Delivery Performance Criteria
Available Pts. will always default to the highest value which is 40

Actual Pts. 0 The actual points will be based on the Delivery Performance Value. The
value set defines the sequence to evaluate the value. For the example provided in this document the Delivery Performance is 8.82% the Actual Pts. would equate to #4 or 0 pts. 0 pts. = <90% on-time Actual Pts. 0

Criteria
Print out the description of the value set Value Delivery Performance Criteria

B. Value Performance - Accountability - Communication - Customer Focus - Responsiveness - Corrective Action Value set - Value Performance Titles print the description on the report.

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MD050 Caliper Value Performance Report

Available Pts. print the value from the vendor site descriptive flexfield attribute 2 Actual Pts. print the value from the vendor site descriptive flexfield attribute 3.

Hardcode the Note that appears at the bottom of the page: Note: A score of zero (0) points in any category requires submittal of a written Corrective Action Plan within 2 weeks.

TOTAL SCORE: = 100 pts. -Total of the Available Pts. from the Quality Performance,
Delivery Performance and Value Performance columns. Actual Pts. from the Quality Performance, Delivery Performance and Value Performance columns and in this example it would be 10

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MD050 Caliper Value Performance Report

Open and Closed Issues for this Deliverable

Issues

ID
1 2 3

Issue

Resolution

Responsibility

Target Date

Impact Date

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