The Trading Partner Connect B2B Marketplace activates the Evaluation Report generation process. The system identifies those trading partners who are due to receive a current Evaluation Report. A portion of those trading partners are selected based on internal settings and whether they are marked to receive a report via e-mail. Once the list of trading partners has been formed, the generation process creates a separate report for each specific trading partner.
The subject line of the e-mail that delivers the report to the trading partner displays the phrase, "Trading Partner Connect Evaluation Report <system date>". The system date is the date stamp of when the Trading Partner Connect hub generated the e-mail.
Because of their differing business needs, manufacturers and distributors receive different report layouts. Click here to see the distributor report layout description, and here to see the manufacturer report description.
The following section describes each heading on the distributor report.
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Field: |
Description: |
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Trading Partner Evaluation Report |
The title of the report, your company name, and the date the report was generated |
Item Rationalization
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Rationalized Supplier Lines |
The total number of manufacturer/supplier lines rationalized by your company |
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Total Items Rationalized |
The total number of distinct items rationalized (for all manufacturer/supplier lines) by your company |
Pricing and Availability
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Total Number of Requests Submitted |
Total number of requests for item pricing and availability generated by your company. This data is displayed by month, beginning with the current month and followed by the last two previous months. |
B2B Alliance
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Active Alliance Relationships |
Total number of active trading relationships where the 'other' party is an active distributor trading partner, and the relationship status is classified as Rationalized (both trading partners have each other as customer/vendor in their respective systems) |
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Number of Outstanding Relationship Requests |
Total number of trading relationships where the 'other' party is an active distributor trading partner and the relationship status is Requested, Accepted, Modified, or Rationalized By TP1. Note: "Rationalized By TP1" is the status where the trading partner originating the request (the "originator") has the trading partner receiving the request (the "recipient") as a customer/vendor in their system, but the recipient does not have the originator as a customer/vendor in their system. |
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Potential Alliance Relationships |
Total number of alliance relationships that your company could create based on similarly rationalized lines. The logged-in user does not have a relationship status with the 'other' party, an active distributor trading partner, equal to Requested, Accepted, Rationalized, Modified, or Rationalized By TP1. Note: "Rationalized" is the status where both the originator and recipient trading partners have each other as customer/vendor in both their respective systems. |
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Transactional Data |
This row is a heading for purchase order and invoice information. Three columns for monthly data are shown, starting with the current month and followed by the two prior months. |
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Purchase Orders |
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Documents Sent |
Total number of purchase orders sent, where the recipient is a Trading Partner Connect distributor. This information is displayed by month, beginning with the current month that is determined by the report processing date. |
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Dollar ($) Value |
Total dollar value, by month, of the sent purchase orders, where the recipient is a Trading Partner Connect distributor. This data is displayed by month, beginning with the current month determined by the report processing date. |
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Invoices |
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Documents Sent |
Total number of invoices sent, where the recipient is a Trading Partner Connect distributor. This information is displayed by month, beginning with the current month that is determined by the report processing date. |
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Dollar ($) Value |
Total dollar value, by month, of the sent invoices, where the recipient is a Trading Partner Connect distributor. This data is displayed by month, beginning with the current month determined by the report processing date. |
B2B Buyer
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Active Buyer Relationships |
Total number of trading relationships where the 'other' party is a manufacturer trading partner and the relationship status is classified as Rationalized |
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Potential Buyer Relationships |
Total number of buyer relationships that your company could create based on similarly rationalized lines |
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Transactional Data |
This row is a heading for purchase order information. Three columns for monthly data are shown, starting with the current month and followed by the two prior months. |
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Purchase Orders |
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Documents Sent |
Total number of purchase orders sent, where the recipient is a Trading Partner Connect manufacturer. The information is displayed by month, beginning with the current month determined by the report processing date. |
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Dollar ($) Value |
Total dollar value of the purchase orders sent, where the recipient is a Trading Partner Connect manufacturer. The information is displayed by month, beginning with the current month and followed by the prior two months. |
Dead Stock
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Suppliers Lines Posted |
Total number of manufacturer/supplier lines that have items posted as dead stock for your company |
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Total Number of Distinct Items |
Total number of distinct items posted as dead stock (for all manufacturer/supplier lines) by your company |
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Total Quantity of Items |
Total number of all items posted as dead stock (for all manufacturer/supplier lines) by your company |
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Dollar ($) Value of Dead Stock Posted |
Total dollar value of all items posted as dead stock multiplied by their posted dollar value |
Message from Your Account Manager
This section displays an optional message from the Trading Partner Connect administrator that is directed to all trading partners selected to receive this report.
The following section describes each heading on the manufacturer report.
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Field: |
Description: |
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Trading Partner Evaluation Report |
The title of the report, your company name, and the date the report was generated |
Item Rationalization
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Total Number of Distributors w/ Items Rationalized |
The total number of trading partners that have rationalized your line |
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Total Number of Distributor Items Rationalized |
The total number of items rationalized by all trading partners that are part of your line |
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Average of Rationalized Items Per Distributor |
The total number of distributor items rationalized divided by the total number of distributors rationalized |
B2B Buyer Transactional Data
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All information in this section is displayed by month, beginning with the current month and tracking back three months. Each month receives its own column. There is also a year to date column that shows the total from January 1 of the current year to the date the report was generated. |
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Purchase Orders |
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Documents Received |
The total number of purchase orders you received |
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Total Number of Lines |
The total number of line items on purchase orders sent |
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Average of Lines per Document |
The total number of lines divided by the number of documents received |
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Dollar Value |
This is the total dollar value of the purchase orders sent |
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Invoices |
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Documents Sent |
The total number of invoices sent |
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Total Number of Lines |
The total number of line items on invoices sent |
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Average of Lines per Document |
The total number of lines divided by the number of documents sent |
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Dollar Value |
This is the total dollar value of the Invoices sent |
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Electronic Funds Transfers |
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Documents Received |
The total number of electronic funds transfers received. These are 820 Transactions with Transaction Type 50211. |
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POS Reports |
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Documents Received |
The total number of POS Reports received. These are 867 Resale/Rebate reports with transaction type 50016. |
Inventory Availability
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All information in this section is displayed by month, beginning with the current month and tracking back three months. Each month receives its own column. There is also a year to date column that shows the total from January 1 of the current year to the date the report was generated. |
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Total Number of Requests Received |
The total number of inventory requests made by other trading partners to which you responded |
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Average Number of Requests per Distributor |
The total number of requests received divided by the number of active buyer relationships |
Message from Your Account Manager
This section displays an optional message from the Trading Partner Connect administrator that is directed to all trading partners selected to receive this report.
See Also: