ICI Proposal Management App[edit]


= ICI Proposal Management App =

&nbsp;

== Purpose of the Document ==

== <br/> Prerequisites ==

== <br/> ICI Proposal Management Application ==

=== <br/> Overview ===

=== <br/> The Terminology ===

=== <br/> The Challenge ===

=== <br/> The Opportunity ===

=== <br/> The Solution Framework ===

=== <br/> The Users ===

== <br/> The Proposal Management Process ==

=== <br/> Setting masterdata values ===

The ICI Proposal Management provides seeded masterdata “Key Requirements” to capture the essential contents of an RFx that would help in winning the bid proposal.&nbsp;<br/> Users can create masterdata instances as per the business requirements.&nbsp;<br/> To create a masterdata instance:&nbsp;<br/> 1. '''Click''' “Configuration” > “Masterdata” > “Create Masterdata” on the “Home” page. The “Create Masterdata” page opens.<br/> screen 1<br/> &nbsp; <br/> 2. On the “Masterdata Details” tab, select values in the following fields:<br/> a. Category: For example, Default.<br/> b. Masterdata (contract type): For example, Key requirements.<br/> screen 2<br/> &nbsp;<br/> 3. '''Click '''“Next”. The “Attributes” tab opens.&nbsp;<br/> 4. '''Enter '''or select the values in the following fields:<br/> a. Key Requirement: For example, Track & Manage Tasks.&nbsp;<br/> b. Requirement Category: For example, Contract Life Cycle Management.<br/> screen 3<br/> &nbsp;&nbsp;<br/> 5. '''Click '''“Save”. The masterdata instance is created. You can edit, deactivate or delete the created masterdata, as required.<br/> &nbsp;<br/> screen 4<br/> &nbsp;

=== <br/> Working with Sell Side RFx ===

==== <br/> Creating Sell Side RFx ====

==== <br/> Accessing Sell Side RFx ====

==== <br/> Creating Associations for Sell Side RFx ====

==== <br/> Editing Sell Side RFx ====

==== <br/> Canceling Sell Side RFx ====

==== <br/> Deleting Sell Side RFx ====

==== <br/> Sending Sell Side RFx for Approval ====

==== <br/> Approving Sell Side RFx ====

==== <br/> Rejecting Sell Side RFx ====

==== <br/> Expiring of Sell Side RFx ====

=== <br/> Making a Bid Decision ===

==== <br/> Creating RFx Qualification ====

==== <br/> Accessing RFx Qualification ====

==== <br/> Sending RFx Qualification for approval ====

==== <br/> Approving RFx Qualification ====

==== <br/> Rejecting RFX Qualification ====

==== <br/> Deleting RFx Qualification ====

=== <br/> Working with Bid Proposal ===

==== <br/> Creating the Bid Proposal ====

==== <br/> Accessing Bid proposal ====

==== <br/> Managing Bid Proposal using Commitments ====

==== <br/> Sending bid proposal for approval ====

==== <br/> Reviewing bid proposal ====

==== <br/> Approving Bid Proposal ====

==== <br/> Rejecting Bid proposal ====

==== <br/> Executing bid proposal ====

==== <br/> Capturing Bid Outcome ====

==== <br/> Expiring of Bid Proposal ====

==== <br/> Adding Amendments to Bid Proposal ====

&nbsp;

&nbsp;

'''Related Topics''':''&nbsp;[[Agreement_Management|Agreement Management]]&nbsp;| [[Icertis_Business_Apps|Icertis Business Apps]] |&nbsp;[[Biz_Apps_Release_Notes|Biz Apps Release Notes]]''