User Tools

Site Tools


warehouse:maintenance:bidprocessing:awardbid

Differences

This shows you the differences between two versions of the page.

Link to this comparison view

Both sides previous revisionPrevious revision
Next revision
Previous revision
warehouse:maintenance:bidprocessing:awardbid [2017/06/09 15:30] emorenowarehouse:maintenance:bidprocessing:awardbid [2023/07/10 18:31] (current) emoreno
Line 5: Line 5:
 //**Warehouse > Maintenance > Bid Processing > Award Bid**// //**Warehouse > Maintenance > Bid Processing > Award Bid**//
  
-<WRAP round intro>This page is used to award a bid to a vendorand create a purchase order based on the approved bid details. You can only view your created bids. However, if the **Global Access** field is selected on the Maintenance > User Profiles > Purchasing Permissions tab in District Administration, you can view bids created by all users.+<WRAP round intro>This page is used to award a bid to a vendor and create a purchase order based on the approved bid details. You can only view your created bids. However, if the **Global Access** field is selected on the Maintenance > User Profiles > Purchasing Permissions tab in District Administration, you can view bids created by all users.
 </WRAP> </WRAP>
  
Line 11: Line 11:
 ====Award a bid:==== ====Award a bid:====
  
-^Retrieve an existing record.|++Search for a record.|{{page>general:purchasing:retrieve_bid}}++|+^Retrieve an existing record|{{page>general:purchasing:retrieve_bid}}|
  
-Under **Bid Information**:+VCV Under **Bid Information**:
 ^ Field                                        ^ Description    /*Table with two rows*/ ^ Field                                        ^ Description    /*Table with two rows*/
 ^Bid Nbr|The assigned bid number is displayed.| ^Bid Nbr|The assigned bid number is displayed.|
Line 22: Line 22:
 ^Date Close|The ending date for the bid is displayed in the MMDDYYYY format.| ^Date Close|The ending date for the bid is displayed in the MMDDYYYY format.|
 ^Ship To|The bid shipping address is displayed.| ^Ship To|The bid shipping address is displayed.|
 +^Freight Term|The freight term is displayed.|
 ^Reference|The bid reference description is displayed.| ^Reference|The bid reference description is displayed.|
  
  
-Under **Bid Items**, the inventory line item details are displayed. +VCV Under **Bid Items**, the inventory line item details are displayed. 
-^{{:images:mag_edit.gif|}}|Click to view the line item details. The vendor list to which the bid was solicited is displayed under **Vendor Information**.|+^{{:images:mag_edit.png?16|Spyglass Icon}}|Click to view the line item details. The vendor list to which the bid was solicited is displayed under **Vendor Information**.|
 ^Note|Click to view or add bid notes. If notes exist, a paperclip icon is displayed on the **Note** button.| ^Note|Click to view or add bid notes. If notes exist, a paperclip icon is displayed on the **Note** button.|
  
-Under **Vendor Information**, the **Vendor Nbr**, **Vendor Name**, **Vendor Sort Key**, **Address**, **Phone**, **Fax**, **Email**, and **HUB Status** fields from the Vendor Information > Vendor/Name address tab are displayed for each vendor. +VCV Under **Vendor Information**, the **Vendor Nbr**, **Vendor Name**, **Vendor Sort Key**, **Address**, **Phone**, **Fax**, **Email**, and **HUB Status** fields from the Vendor Information > Vendor/Name address tab are displayed for each vendor. 
-^{{:images:mag_edit.gif|}}|Click to view the bid quote items for the selected vendor. The line items are displayed at the bottom of the page under **Bid Quote Items**.|+^{{:images:mag_edit.png?16|Spyglass Icon}}|Click to view the bid quote items for the selected vendor. The line items are displayed at the bottom of the page under **Bid Quote Items**.|
 ^Response Date|Type the date that the vendor responded to the bid in the MMDDYYYY format. If this field is populated for any line item, the Response field under **Bid Quote Items** is automatically selected.|   ^Response Date|Type the date that the vendor responded to the bid in the MMDDYYYY format. If this field is populated for any line item, the Response field under **Bid Quote Items** is automatically selected.|  
 ^Response Time|Type the time that the vendor responded to the bid in the HH MM format.| ^Response Time|Type the time that the vendor responded to the bid in the HH MM format.|
 ^Reference Quote|Type the reference quote assigned to the bid by the vendor.| ^Reference Quote|Type the reference quote assigned to the bid by the vendor.|
  
-Under **Vendor Responses**:  +VCV Under **Vendor Responses**:  
 ^Response|If selected, the vendor responded to the bid solicitation.|   ^Response|If selected, the vendor responded to the bid solicitation.|  
 ^Bid|If selected, the vendor provided a different price for the line item, which is displayed in the **Unit Price** field.| ^Bid|If selected, the vendor provided a different price for the line item, which is displayed in the **Unit Price** field.|
Line 41: Line 42:
  
  
-Click **Save**. +VCV Click **Save**. 
  
 +^Award Bid|{{page>general:warehouse_award_bid}}|
  
 ====Other functions and features:==== ====Other functions and features:====
  
  
-^Return Bid to Vendor Response|++Return the bid.|{{page>general:purchasing_bid_requisition_return_bid}}+++^Return Bid to Vendor Response|{{page>general:purchasing_bid_requisition_return_bid}}| 
-^Create Purchase Order|++Create the purchase order.|{{page>general:purchasing_bid_requisition_create_po}}+++^Comment|{{page>general:purchasing_bid_requisition_comments}}| 
-^Comment|++Add comments to the bid.|{{page>general:purchasing_bid_requisition_comments}}++| +^Print|Click to print the report [[general:printreport|Review the report.]]
-^Print|++Print the bid details.|{{page>general:printreport}}+++^Delete|{{page>general:purchasing_delete_bid_requisition}}| 
-^Delete|++Delete the bid.|{{page>general:purchasing_delete_bid_requisition}}+++^{{:images:trash_delete.gif|Trashcan Icon}}|{{page>general:deletearow}}|
-^{{:images:trash_delete.gif?15}}|++Delete a row.|{{page>general:deletearow}}++| +
  
 +{{indexmenu_n>20}}
  
  
  
  
warehouse/maintenance/bidprocessing/awardbid.1497022238.txt.gz · Last modified: 2017/06/09 10:30 (external edit)