1. Explanation
It is possible to exclude a supplier for a specific KPI type. This means that the supplier will not be included in the calculation of any KPIs based on that type. For example: by excluding a supplier for the type % order-related invoices, the supplier is excluded from all KPIs of that type.
All excluded suppliers can be found per KPI under the heading Suppliers excluded from KPI calculation in the KPI details.
2. Excluding a supplier
2.1 Navigation
Go to:
Spend Analytics > Suppliers
Is a supplier not shown in the overview? Check whether the period filter is set correctly. Only suppliers with spend data in the selected period are shown.
2.2 Steps
- Go to Spend Analytics > Suppliers and click the relevant supplier.
- Click KPI Settings in the top right.
- Select one or more KPI types for which the supplier will be excluded. A type shown in red means that the supplier has been excluded.
- Close the pop-up window using the cross in the top right.
The supplier will no longer be included in the calculations of KPIs with the excluded type. The KPI may need to be recalculated before the result becomes visible in the KPI score.
3. Undoing an exclusion
Repeat the steps above to undo an exclusion. Click a red KPI type to remove the exclusion - the type will then become active for that supplier again.
4. Summary
- Exclude via Spend Analytics > Suppliers > KPI Settings.
- An excluded supplier is no longer included in any KPIs of the relevant type.
- Is the supplier not shown in the overview? Check the period filter.
- Excluded suppliers can be found in the KPI details under Suppliers excluded from KPI calculation.
- Undoing an exclusion is done via the same steps - click the red KPI type to deactivate it.
This guide provides general information for ISPnext customers. The exact setup, permissions and configuration may vary per environment. Involve an implementation consultant where necessary.