Define material or service bid evaluation questions - Intergraph Smart Materials - Version 10.1 - Help - Hexagon PPM

Intergraph Smart Materials Help (10.1)

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Intergraph Smart Materials
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Smart Materials/Smart Reference Data Version
10.1

You can add commercial and technical bid evaluation questions to materials and services. These questions are displayed in the Portal on the Inquiries screen, to be answered by the bidders. The answers are used by buyers and engineers for commercial and technical evaluation of the bids.

The Bid Evaluation Questions tab is only available if the Link Questions check box is selected.

  1. In the Master Data navigation panel, select Procurement > Question List.

  2. In the Questions panel, expand the Material and Service Questions node.

  3. Click ExpandTreeNode to expand the material or service type node.

    Only material and service types are available which have Link Questions selected on the Materials and Services screen.

  4. Click ExpandTreeNode to expand the material or service node.

  5. Click Bid Evaluation.

  6. Click Add Question Com_Add ICON.

  7. Select Commercial or Technical from the Level 1 list.

  8. Type a unique sequence number in the Seq box, to define the display order of the questions in the Portal.

  9. Type the question in the Question box.

  10. Select an answer type from the list.

    Which answer type should I select?

    The answer type of a question controls the behavior when inserting the answer in the Portal. The available options are:

    Date - Requires a date value.

    Document upload only - Requires the upload of a document, but the user is not forced to provide an answer. If you select this option, the Mandatory check box is cleared and Document Required is set to Yes.

    Free Text - No restriction.

    LOV - Requires an answer from a select list (list of values - LOV). For this answer type, you must define a select list, using either of the following methods:

    • Enter a valid SQL statement on the Select List tab. The select statement must retrieve two values (see Define select lists).

    • Enter a list of valid values on the Select List tab (see Define select lists).

    • Select a value from the list in the Mapped to box. You select a P.20.01 or A.10.23 field to map it to the question. The answer is then filled into this field when the questionnaire is submitted.

      Multiple Answers - Requires the selection of pre-defined answer(s). You define a select list for this question in the same way as described above for the LOV type.

      Number - Requires a numeric value.

      Y/N - A select list with answers restricted to Y (Yes) and N (No). For questions with Y/N answer type you can define conditional questions (see Define conditional questions).

  11. If this question should not be displayed in the Portal, clear the Active check box

  12. Select the Mandatory check box if this question must be answered to submit the questionnaire.

  13. Select the Acceptance Required check box if the acceptance of this question is required to approve the company profile.

  14. Optionally, type additional information for this question in the Information box.

    This information is displayed when you click the Information icon in the Portal.

  15. Optionally, you can describe what kind of document is expected to be uploaded in the Document Description box.

  16. If the acceptance of this question is required, you can specify the criteria for the acceptance of this question in the Acceptance Criteria box.

  17. Select Yes from the Document Required list if a document must be attached to this question in case of an answer, for submitting the questionnaire.

    Alternatively, select Optional if it's not required to attach documents, but the sub-contractor should have the option to do.

    Or, select No if attaching documents to this question should not be allowed.

  18. Select the Line Item check box if this question should be assigned to the quote details (line items).

    If the check box is not selected, the question is assigned to the inquiry header.

SHARED Tip Click Delete Question ICON Remove to delete the selected question.