Set Up Vendor Insights

You need to set up how the vendor insights will be calculated.

This page can also be set up from the Set up vendor insights assisted setup.

1. Choose the icon, enter Vendor Insights Setup, and then choose the related link.

2. On the Vendor Insights Setup page, if applicable, select Schedule Vendor Insights Tracking in the banner message to set up the NICVIN Calc. Vendor Insights (23093796) job queue to run weekly.

   The job queue calculates the vendor insights, and will run in a week's time at the same time it was first run. The insights can only be calculated from the job queue.

   Note

   The job may take a long time to run depending on the number of vendor records and the duration. It is recommended to run the job after hours. Select Set Up Job Queue to update the job queue to run after hours.

3. Populate the following fields:

   Field	Description
   Duration	Enter how far into the past to search for records to use in the vendor insights calculation. The duration is required to calculate the vendor insights. You must enter a minus (-) and enter one of the following time units: D, WD, W, M, Q, or Y. For example, -6M will look back 6 months from the date the job queue was run. If you change the duration to a shorter time frame, any previously calculated records will still exist. Any records posted outside of the specified duration will not be included in the insights. To include newly posted records, update the duration to a range that includes these records.
   Date Filter	Enter the default date range filter for the records on the Vendor Insights page. For example, T-CM-6M..T-CM shows insights for the past 6 months from the current month.