PE
Delivered Transaction CodesThe Performance Evaluation (PE) Transaction Type is used to evaluate a vendor that provided goods or services. The Performance Evaluation transaction is used by the buyer to determine whether or not contracts or orders to certain vendors should be renewed or terminated. A buyer responsible for a particular Award or Contract establishes a list of CGI Advantage Procurement users that used the particular Award or Contract and designates them as Evaluators on the Vendor Performance Evaluator table. The buyer then creates PE transactions for each user and then loads specific Procedures and Evaluation Criteria for the Evaluators to follow into the PE and fills out. Once the Evaluators have been notified of the PE transaction, they will follow the procedures and enter the evaluation criteria and possibly record notes. Once finished, the Evaluators submit the PE transactions and the evaluation is kept for historical reference. The buyer then reviews all PE transactions as part of his or her Contract Management responsibilities.
Note: When the Discontinue – No New Business check box is selected on the Vendor/Customer table then no PE transactions can be created If a PE transaction is referencing an MA transaction and the Vendor/Customer table’s Prevent MA Reference check box is selected then no new PE transactions can be created. If an existing PE transaction references an MA or Order transaction that has a Vendor Status changed to Discontinued, Suspended, or Debarred, the system will allow the transaction to be submitted to Final when the flag is checked.
PE transactions can reference all transactions of the PO and MA Transaction Types; however, the referenced award must have at least one active Commodity Line (that is, the Inactive Line flag is not selected). PE transactions cannot be referenced by any transaction in CGI Advantage.
The PE transaction contains the following tabs:
PE
Delivered Transaction CodesRelated Topic(s):
The PE Transaction Type belongs to the Post Award State.