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Entering Bid Information on an RFQ

If you have not sent the supplier an Excel spreadsheet (for example, you used a mail, fax, or verbal contact method), you can manually enter the supplier’s bid into the RFQ. When entering the bid, you can record:

•	The supplier’s price and related information (lead time, part number, and so on) for each resource

•	Any comment the supplier may have recorded for each resource

•	The date and time when the bid was received

If you have sent the supplier an Excel spreadsheet, you can import the bid to the RFQ. For more information, see Importing Bid Information From an Excel® Spreadsheet.

To Manually Enter a Bid Into an RFQ

1.	Open the RFQ.

2.	On the Properties view, select the Suppliers tab.

3.	Right-click the supplier whose bid you need to enter and select Enter Bids.

Note: This option is only available if the status of the supplier is “Sent”. If you have chosen the Phone contact method, you can set the status to “Sent” by selecting the Mark as Sent option.

The New Bid Sheet dialog appears.

4.	Complete the following information, as sent from the supplier:

Setting Name

Description

Reference number

The supplier’s reference number for this bid.

Effective date

The starting date for the period during which the supplier’s pricing information is in effect.

Expiry date

The ending date for the period during which the supplier’s pricing information is in effect.

Discount rate

The supplier’s percentage discount for this bid.

Lead time

The supplier’s lead time for the resources being bid on. The supplier may also specify different lead times for individual resources.

Comments

Any comments received from the supplier for this bid.

5.	You can have the system show you the supplier’s current price for each item by selecting the Prompt current price information on bid sheet lines option.

6.	Click OK. The system opens a new bid sheet for the supplier.

7.	There are two ways in which you can enter the bid pricing information:

•	In the Table view (default): The view shows a list of the RFQ resources. You can press F2 to enter the bid directly in the list or double-click each line to open a separate dialog for each resource and enter the bid information.

•

In the Form view: This view shows one item at a time as a form in the Bid Sheet dialog. In the Form view you can enter more details for each item, such as the ordering unit of measure, the minimum order quantity, or the manufacturer information. You can use the arrow buttons to select a different item.

You can select either the Table or Form views by clicking the View as Form or View as Table button.

8.	Complete the bid information for each resource. If a supplier has not bid on an individual resource, select the Declined option for that resource.

If necessary, you can override the resource description or quantity and unit of measure for the supplier. If you later accept the supplier’s bid, this information is copied to the resource demand.

9.	When you are finished, click OK on the Bid Sheet dialog.

10.	If you selected to send a confirmation message to the supplier, the system displays a message prompting you to do that. Click Yes to send the confirmation now or No to send the confirmation later.

11.	Repeat steps 3 to 10 for each supplier.

12.	If necessary, you can edit the bid information for a supplier. On the RFQ, select the Bids view. Double-click the bid sheet to open it. You can edit the bid information using either the Form or Table view.

13.	Once you have entered the bids for all of the suppliers, you can analyze the RFQ. For more information, see Analyzing Bids.