Assign Bidders - Intergraph Smart Materials - Version 2020 (10.0) - Training - Hexagon

Intergraph Smart Materials Classic Lab Tutorials (2020)

Language
English
Product
Intergraph Smart Materials
Subproduct
Classic
Search by Category
Training
Smart Materials/Smart Reference Data Version
2020 (10.0)

On the Bidders tab, you can assign bidders to the inquiry.

The project default ZP_PROJSUP controls which suppliers are available for selection. If the project default is set to Y, all suppliers are available. If the project default is set to N, only project suppliers are available.

In any case, only suppliers that are allowed for inquiries, or for POs and inquiries, can be assigned to inquiries.

Bidders can only be removed from an inquiry if the inquiry is not approved.

The project default ZP_ADD_BID determines how long you are allowed to add bidders to an inquiry. If this project default is set to Y (default), you can add a bidder to an inquiry at any time, regardless of whether the inquiry is approved or not, as long as no higher inquiry supplement exists. If the project default is set to N, you can only add bidders to an inquiry if the inquiry is not approved.

All quotes are lost when you reverse the approval of an inquiry. So consider carefully how to set the project default in case you are forced to add a bidder to an inquiry that is already approved. Maybe you have already worked hours on the quotes. This information is irreparably lost if you reverse the approval of the inquiry just to add another bidder.

After a bidder is added to an approved inquiry, this inquiry must be approved again to create the quote summary for the newly assigned bidder. The approval is done only for this bidder; all other previously assigned bidders are kept.

To assign a bidder to the inquiry, click in the Matl/Work Group field and open Window 2.

If at least one material/work group has been assigned to the inquiry or if the project default ZP_PROJSUP is set to Y, the Matl/Work Group field is mandatory; that is, a material/work group must be selected before a bidder can be assigned.

On P.30.21 Prepare RFQ Window 2, the first (Material/Work Groups) block shows the available material/work groups. If you have material/work groups assigned to the inquiry, the LOV is restricted to these assigned material/work groups. Select a material/work group from the list.

The second (Bidders) block shows all suppliers that are assigned to this material/work group. Select the Sel check box of all the bidders you want to assign to the inquiry. You can click the Select All button to mark all displayed bidders. The Deselect All button cancels the current selection. Finally, click the Fill In button to close the LOV window and to add the selected bidders to the inquiry.

On the P.30.21 Prepare RFQ screen, the material/work group is filled into the Matl/Work Group field, with its revision in the Rev field. The name of the selected bidder is displayed in the Bidder field, with the name of his company in the Company Name field. You can double-click in the Bidder or Company Name fields to open the P.20.01 Suppliers/Subcontractors screen.

The Buyer field shows the name of the user who is assigned to the bidder as buyer. By default, the buyer assigned to the inquiry is inserted. But you can select another buyer from the LOV in this field.

A bid can only be updated on the P.30.22 Commercial Evaluation and P.30.23 Technical Evaluation screens by the user who is assigned as buyer. Only users with the ASSIGN BUYER privilege can modify all bids (quote summaries) of an inquiry, even if they are not assigned as buyer.

The Evaluated check box indicates whether the bidder has been evaluated with respect to his qualifications.

Select the Accepted check box to mark the bidder is accepted. The Approved check box indicates whether the bidder has been approved. The Qualified indicator shows whether the bidder has been marked as qualified for the selected material/work group on the Material/Work Groups tab of the P.20.01 Suppliers/Subcontractors screen.

The date when the bidder has been marked as qualified for the selected material/work group on P.20.01 is displayed in the Qualified Date field.

The date on which the bidder has been assigned to the inquiry is displayed in the Assign Date field. This value cannot be changed and is automatically filled with the current date at the moment the bidder is assigned.

You can select an incoterm for the bidder from the LOV in the Incoterm field. You can double-click in this field to open the P.10.34 Incoterms screen where incoterms are defined.

In the Delivery Place field, you can select the delivery place of the material from the LOV. You can double-click in this field to open the P.10.37 Delivery Places screen where delivery places are defined.

Select the required delivery date from the LOV in the Req Delivery Date field. This date field is only used to inform the bidder which delivery date is required. It is not used anywhere downstream in the workflow, and it is not used for any date calculations on the item shipment level.

In the Company Employee field, you can select the code of the bidder's contact person from the LOV. All contacts defined for the selected company on the Contacts tab of the A.10.23 Companies screen are available for selection.

The name of the manufacturer's company can be selected from the LOV in the Manufacturing Company field. The Manufacturer field is filled automatically with the name of the bidder's manufacturer. All manufacturers that have been assigned to the selected bidder on the Manufacturers tab of the P.20.01 Suppliers/Subcontractors screen are available for selection.

In the Address Type field, the address type for the inquiry is displayed. When you add a bidder, the default inquiry address type is inserted in this field. The address type with the Inquiry Default check box marked on A.10.25 is the default inquiry address type. You can assign another address type using the LOV in this field.

The Location Code field displays the location code defined for this address. The first and second lines of the mailing address are displayed in the Address fields. The City field shows the city where the company is located, the Country Code field the name of the bidder’s country, with the state or province in the State or Prov field, and the zip or postal code in the Zip or Postal Code field.

The Communication Type field displays the communication type (for example, phone, fax, or e-mail). The Address Value field shows the address value defined for the communication type (for example, a phone number, a fax number, or an e-mail address).

The RFQ Email indicator shows whether notification emails should be sent automatically when approving the inquiry, or whether email answers from the bidder should be received or processed. To use this feature, a communication link must be defined for the bidder on the Addresses tab of the A.10.23 Companies screen. This communication link must have the RFQ_EMAIL communication type and must contain the destination email address.

The Approval Sequence button at the bottom of the screen is only displayed and enabled if the project default ZP_BIDEVAL is set to Y. With this project default set to Y, you can set up an approval sequence for the list of bidders assigned to an inquiry, to perform a multi-step approval of the bidders. Click this button to open the A.20.49 Approval Sequence screen, where you can maintain the approval sequence for the bidders.