Party Evaluation

Numbers tell you what a supplier charged or what a customer paid, but not whether they're good to work with: Did the supplier deliver on time? Is the bank responsive? Is the customer reliable? Party evaluation is a structured way to score the parties you deal with — customers, suppliers, banks — against criteria you define, and keep that judgment on record alongside the financial picture.

Required license

Party evaluation is part of the core accounting license. Its screens are under Accounting > Party Evaluations. It's a qualitative tool — it has no accounting effect.

Defining what "good" means

You build the scorecard from two master files:

1. Party Evaluation Element (Accounting > Party Evaluations > Party Evaluation Element) — a single criterion you'll score on: "delivery punctuality", "quality", "responsiveness", "price competitiveness".
2. Party Evaluation Elements Group (Accounting > Party Evaluations > Party Evaluation Elements Group) — a bundle of elements that makes up a complete scorecard, with each element given a maximum weight. The weights are what make the score meaningful: punctuality might be worth 40 points, price 30, and so on.

Scoring a party

The Party Evaluation (Accounting > Party Evaluations > Party Evaluation) is the actual assessment. Its header names the evaluated party, the evaluator doing the scoring, and the elements group used as the scorecard. The details grid then lists each criterion with its max weight, the points awarded, the resulting percentage, a free-text finding, and remarks — so the evaluation is both a number and a narrative.

Because evaluations carry the party and a date, you can keep a history per party and watch how a supplier's or customer's score trends over time.

For Support

• "There's no journal entry" — correct; party evaluation is purely qualitative and never touches the ledger.
• "The percentage looks wrong" — it's the points awarded against the element's max weight from the group; check both.
• "The criteria list is empty" — the evaluation pulls its lines from the chosen elements group; make sure the group has its elements defined with weights.
• "I want to compare a party over time" — each evaluation is dated and tied to the party, so list them by party to see the trend.