Filter the bidder list - Intergraph Smart Materials - Version 2020 (10.0) - Help - Hexagon PPM

Intergraph Smart Materials Classic Help (2020)

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

Buyers need to filter the bidder list to narrow the list of potential bidders. For example, it is common to filter by material/work groups to make sure the companies do the sort of work that you need. In addition, you might want to filter by location, by sales limit, or by questions and answers on the questionnaire.

  1. In the menu tree, navigate to Smart Materials > MSCM > P.30 Inquiry.

  2. Double-click P.30.11 Inquiries.

  3. Query for inquiries.

  4. Select an inquiry, and click Prepare RFQ. This button is on the bottom of the screen.

  5. On P.30.21 Prepare RFQ, click the Bidders tab. Do one of the following:

    • Create a new record, click in the Matl/Work Group field, and then click List of values LOV_Classic.

      P.30.21 Prepare RFQ: Window 2 appears. This window shows all bidders assigned to a material/work group but not yet assigned to the bidder list.

      P3021W2 (002)

    • Create a new record, click in the Company Name field, and then click List of values LOV_Classic.

      P.30.21 Prepare RFQ: Window 3 appears. This window shows all bidders not yet assigned to the bidder list.

      P3021W3 (002)

      On Window 3, you can use the Additional Filter button at the bottom of the screen to further refine the query based on material/work groups and questions and answers on the questionnaire.

      You can also use the Additional Filter functionality on P.60.03 Requisitions Planning. Double-click in the Engineering Requisition field, go to the Potential Bidders tab, create a new record, click in the Company Name field, and then click List of values LOV_Classic.

SHARED Tip The following examples show how to filter the bidders on Window 2 and Window 3 using the fields in the scroll areas on the right.

Filter bidders according to annual purchase

This example shows you how to show all bidders with an annual purchase greater than 10,000 between January 15th up until the current date.

  1. On P.30.21 Prepare RFQ Window 2 or 3, put your cursor in the Bidders area.

  2. Click Enter query EnterQuery or press F7 to switch to enter query mode.

  3. In the Annual Purchase Calc Base field, select Date Value.

  4. In the Date Annual Purchase field, select Jan 15th on the calendar.

  5. In the Annual Purchase field, enter >10000.

  6. Click Run query RunQuery or press F8.

Filter bidders according to questions and answers

  1. On P.30.21 Prepare RFQ Window 2 or 3, put your cursor in the Bidders area.

  2. Click Enter query EnterQuery or press F7 to switch to enter query mode.

  3. In the Question field, use the List of values LOV_Classic to select a question.

  4. In the Answer field, use the List of values LOV_Classic to select an answer.

    SHARED Tip If you have already entered a question, the Answer List of values shows only the answers for that question; otherwise, the List of values shows all available answers.

  5. Click Run query RunQuery or press F8.

Filter bidders according to attributes

  1. On P.30.21 Prepare RFQ Window 2 or 3, put your cursor in the Bidders area.

  2. Click Enter query EnterQuery or press F7 to switch to enter query mode.

  3. In the Attribute Name field, use the List of values LOV_Classic to select an attribute.

  4. In the Attribute Value field, use the List of values LOV_Classic to select an attribute value.

  5. Click Run query RunQuery or press F8.