Manage Inquiries - Level 2 - Intergraph Smart Materials - Version 2.0 - Reference - Hexagon PPM

Intergraph Smart Materials Enterprise Work Process for Materials Management

PPMProduct
Intergraph Smart Materials
PPMCategory_custom
Reference
Version_SPMat
2020 (10.0)
  1. As a project procurement manager, I need to acknowledge the requisition and assign a buyer who will execute the inquiry process.

  2. As a buyer, I need to create or revise the inquiry (RFQ).

  3. As a SmartPlant Foundation user, I need to manage the engineering and supporting documents for the project so that technical information will be available downstream.

  4. As a document controller, I need to manage engineering and supporting documents for the project so that technical information will be available downstream.

  5. As a buyer, I need to attach the supporting documents to the inquiry.

  6. As a buyer, I need to maintain the inquiry by defining bidders, bidding instructions, exchange rates, confirmation of quotes, evaluation checklist, and so forth.

  7. As a buyer/project procurement manager, I need to approve and issue the inquiry to bidders. Depending on the company and the project requirements, the inquiry may be subject to an extensive approval process.

  8. As a supplier, I need to prepare and finalize the bid, including both commercial and technical information.

  9. <decision point> As a buyer/project procurement manager, I need to determine if the bid is complete and commercially acceptable.

  10. <decision point> As a requisition owner, I need to decide if a technical evaluation is required.

  11. As a requisition owner, I need to perform a technical evaluation of the bid to ensure the requisition specifications are met.

  12. As a supplier, I might initiate a request for information process to clarify technical or commercial issues with the buyer or the requisition owner. As a buyer, I might also initiate a request for information process to the bidder. This will be a continuous discussion between the supplier and buyer.

  13. As a buyer, I need to finalize the commercial evaluation of the bids.

  14. As a buyer, I need to finalize the bid tabulation.

  15. As a project stakeholder, I need to approve the selections as proposed by the buyer and resulting from the bid tabulations.