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warehouse:maintenance:bidprocessing:createmodifybid
Create/Modify Bid- BWH3500
Warehouse > Maintenance > Bid Processing > Create/Modify Bid
This page is used to create new bids and edit existing bids. Bids are submitted to vendors to solicit a quote on specific inventory products.
All users with Global Access selected on the Maintenance > User Profiles > Permissions tab in District Administration can create bids and view existing bids.
Create a bid:
| Retrieve an existing record |
Click Retrieve.
If the bid number is not known, click Directory.
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❏ Click Add Bid to create a bid.
❏ Under Bid Information:
| Field | Description |
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| Bid Nbr | AUTO is displayed indicating that the Auto Assign Bid Number field is selected on the Options > Purchasing Options > Current Year tab in District Administration. The bid number is automatically populated with the next available bid number when the bid is saved. |
| Buyer | The logged-on user's name is displayed. |
| Payment Terms | Type the allowed payoff period (e.g., Net 30). |
| Request Date | Type the date that you are requesting the bid in the MMDDYYY format. Or, select a date from the calendar. |
| Date Open | Type the beginning date for the bid in the MMDDYYYY format. Or, select a date from the calendar. In the blank field, type the begin time in the HH MM format. |
| Date Close | Type the ending date for the bid in the MMDDYYYY format. Or, select a date from the calendar. In the blank field, type the begin time in the HH MM format. |
| Ship To | Press the SPACEBAR to view and select a shipping address from the drop-down list. The shipping addresses are populated from the Tables > Receiving Addresses page in District Administration. |
| Distribute Ship To | Click to replace the Ship To field for each individual bid item with the selected Ship To address. |
| Freight Term | Press the SPACEBAR to view and select a freight term from the drop-down list. The freight terms are populated from the Tables > Freight Terms page in District Administration. |
| Distribute Freight Term | Click to replace the Freight Term field for each individual bid item with the selected freight term. |
| Reference | Type the bid description. |
| Inventory Directory |
Click to select inventory items to be added to the bid. The Inventory Directory is displayed.
To search for a specific item, type data in one or more of the search fields.
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❏ Under Bid Items, the inventory bid line item details are displayed.
| Note | Click to view or add bid notes. If notes exist, a paperclip icon is displayed on the Note button. |
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❏ Click Save to save the bid. The bid status is changed to N - Not Submitted. Bid details can be viewed on the Warehouse > Inquiry > Bid Processing Inquiry page.
❏ Click Submit to submit the bid to the Request Vendor Quote page.
Other functions and features:
| Retrieve |
The Retrieve button is also used to retrieve information from the last save. If you click Retrieve, any unsaved changes are lost. |
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| Comment |
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| Click to print the report. Review the report. | |
| Delete |
Click to delete the bid. |
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Click to delete an inventory item from the bid. The line item(s) is highlighted red to indicate that it will be deleted upon saving the record. |
warehouse/maintenance/bidprocessing/createmodifybid.txt · Last modified: 2021/05/28 16:29 by emoreno
Click to view or add comments to the bid. The comments are strictly for bid purposes and are not displayed on the purchase order. If comments exist, a paperclip icon is displayed on the Comment button.
Click OK to save the comment and close the window.
Click Cancel to close the window without saving the comment.