Supplier scorecards

A performance evaluation of a supplier for a purchasing commercial unit.

Fields

The API name is what the API, MCP and the CLI use.

NameAPI nameTypeRequiredDescription
IDidRecord IDYes
NamelabelText
NumberuidTextThe number is a human-readable, unique identifier for the record.
DaydateDateYes
DealpurchasedealIdReference
SuppliersupplierIdReferenceYes
BuyeruserIdUser
Period startdateStartDateCalendar date without time of date.
Period enddateEndDateCalendar date without time of date.
CoveragecoveragePercentRate expressed as a percent of a base amount.
BasisbasisConstantYesWhether the tax is a percent of the base or an amount per unit.
ClassclassConstantYesPrimary class of the record within its table, as defined by the applicable option list.
ScorescorePercentYesRate expressed as a percent of a base amount.
TagstagIdsTags
Created bycreatedByUser
Created atcreatedAtDate and TimeYes
Updated byupdatedByUser
Updated atupdatedAtDate and TimeYes
Published bypublishedByUser
Published atpublishedAtDate and Time
Blocked byblockedByUser
Blocked atblockedAtDate and Time
Archived byarchivedByUser
Archived atarchivedAtDate and Time

Relations

Owned records (solid line) are deleted with their owner. Grouped records (dashed line) can exist alone.

Supplier scorecardsSupplier scorecard KPIs
FieldPoints toKind
Deal purchasedealIdPurchase dealsreference
Supplier supplierIdSuppliersreference
Buyer userIdUsersreference
Tags tagIdsTagsreference

Actions

What you can do with a record. Every action also sends the webhook event purchasescorecards.<action>. Reads (find, get, count) work on every table.

NameAPI nameDescriptionWhere
CreatecreateAdd a new scorecard.App · WebMCP · API · MCP · CLI
EditupdateSave changes to this scorecard.App · WebMCP · API · MCP · CLI
PublishpublishMake this scorecard available for use.App · WebMCP · API · MCP · CLI
BlockblockStop edits and deletion of this scorecard. It stays visible and can still appear on existing documents. Unblock to edit again.App · WebMCP · API · MCP · CLI
UnblockunblockAllow edits and deletion of this scorecard again.App · WebMCP · API · MCP · CLI
ArchivearchiveRetire this scorecard from daily use. It leaves active lists and pickers, and most actions stop. Unarchive to restore it.App · WebMCP · API · MCP · CLI
RestoreunarchiveReturn this scorecard to active lists and actions.App · WebMCP · API · MCP · CLI
DeletedeleteDelete this scorecard and the data that belongs with it. This cannot be undone.App · WebMCP · API · MCP · CLI

States

How a record moves from state to state. Archive and block can happen in any state.

PublishCreatedPublished