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Audits and Performance in Master Agreement

Former Member
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Hi Experts

Have anyone used Audits and Performance?

Please share some help documentation, functionality overview of those functionalities in SAP CLM.

If possible - please also explain will that be useful if I don't have line items in my contract & master agreement.

Thanks

Accepted Solutions (1)

Accepted Solutions (1)

jaheer_hussain
Active Contributor
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Hi ,

This is standard document from SAP.Hope it is useful.

Master Agreement Performance

By reviewing a supplier's performance, you can understand exactly how well your company performed against a signed contract. Metrics, the specific means for understanding performance, are a measure of compliance or noncompliance with the contract.

Examples of noncompliance you might discover are:

  •   Pricing errors, where the price paid exceeds that listed in the contract 

Minimum quantity issues, where the minimum purchase quantity is not reached

Delivery date errors, where the supplier delivers goods and services before or after the specified dates

On the Performance tab, you can add and edit a performance metric.

Prerequisites

This page must have been enabled in the master agreement type.

Features

Field Help for Master Agreements Performance

Evaluation Criteria

Enter the criteria used to evaluate supplier performance during this master agreement.

Last Updated

Indicates the date that the master agreement was last updated.

Next Update Due

Enter or choose the Calendar icon to select the date that the next Performance metric data is due to be entered. The Master Agreements with Performance Metrics Due report can be used to find agreements with overdue Performance metric data.

Activities

Adding a Performance Metric

  1.   Select a view of the performance metrics from the dropdown list. 

From the dropdown list, select Count Performance Detail or Percent Performance Detail to indicate the type of metric to add.

Choose Add to add performance metrics to the master agreement. Complete the fields in the Performance Detail dialog box and choose OK.

----------------------

Master Agreement Audits

An audit is an analysis of a master agreement to determine whether the supplier is following conditions such as delivery time and method, charged price, quality, and so on.

On the Master Agreement Audits tab, you can add and edit an audit.

Prerequisites

This page must have been enabled in the master agreement type.

Features

Field Help for Master Agreement Audits

Evaluation Criteria: Enter the criteria used to evaluate this master agreement during an audit.

Audit History: Choose Add to add an audit to the master agreement. Complete the fields in the Audit Detail dialog box and choose OK

Field Help for Master Agreements Audit Detail Dialog Box

Audit

Enter a name for the audit. This is a required field.

Due Date

Enter or choose the Calendar icon to select the date the audit is due. This is a required field.

Publish to Calendar

Check this box to publish this date to the Calendar channel on the Workbench.

Audit Date

Enter or choose the Calendar icon to select the date the audit was performed. If this date is set, the due date will not be published to the Calendar channel.

Audit Comments

Enter any comments associated with the audit.

Audit File

Choose the Lookup icon to choose a file to attach to the audit.

Expected Auditor

Indicates the user who is expected to perform this audit. By default, this is the document owner. Choose the Lookup icon to choose another user.

Audited By

Indicates the person who performed the audit. This attribute is set when the Audit Date field is set, indicating that the audit has been performed.

Activities

Adding a Master Agreement Audit
  1.   On the Audits page, type the Evaluation Criteria for the audit. 

Under Audit History, choose Add.

In the Audit Detail dialog box, fill in the fields for the audit.

Choose OK.

Save your entries.

You can edit a master agreement audit after it is added.

Former Member
0 Kudos

Hi Jaheer

Thanks a lot. Could you please provide the URL for the above documentation; I can browse for more information.

Thanks

Former Member
Former Member
0 Kudos

Hi Jaheer

Please provide the exact URL for the above Audit and Performance Documentation.

I could not find that in the standard SAP Sourcing Help documentation.

Thanks

Kasee

jaheer_hussain
Active Contributor
0 Kudos

Hi,

I donot have any URL for this.Try this Go to this Tab Audit(change mode) and press 'Help' you get documentation

Answers (0)