ICI Proposal Management - Revision history

IDT-1 at 10:06, 9 June 2022

2022-06-09T10:06:57Z

WikiSysop at 05:33, 17 May 2022

2022-05-17T05:33:11Z

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WikiSysop at 18:09, 16 May 2022

2022-05-16T18:09:15Z

WikiSysop at 18:07, 16 May 2022

2022-05-16T18:07:42Z

WikiSysop at 16:27, 16 May 2022

2022-05-16T16:27:56Z

WikiSysop at 16:05, 16 May 2022

2022-05-16T16:05:11Z

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WikiSysop at 15:08, 16 May 2022

2022-05-16T15:08:12Z

WikiSysop at 15:05, 16 May 2022

2022-05-16T15:05:41Z

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WikiSysop at 11:14, 16 May 2022

2022-05-16T11:14:49Z

WikiSysop at 11:07, 16 May 2022

2022-05-16T11:07:40Z

@@ Line 777: / Line 777: @@
 If the Bid Proposal is not submitted by the Bid Proposal submission deadline date, the Bid Proposal record expires and its status changes to “Expired”. For example, the Bid Proposal "Enterprise CLM Bid" is expired as the Bid Proposal submission deadline date- "April 27, 2022" has passed the current date.&nbsp;
 <div class="image-green-border">[[File:8.1pmapp55.png|600px]]</div> <div class="image-green-border">&nbsp;</div>
 === Working with Proposal Management Summary Dashboard ===
@@ Line 849: / Line 850: @@
 &nbsp;
-'''Related Topics''':''&nbsp;[[Agreement_Management|Agreement Management]]&nbsp;| [[Icertis_Business_Apps|Icertis Business Apps]] |&nbsp;[[Biz_Apps_Release_Notes|Biz Apps Release Notes]]''
+'''Related Topics''':''&nbsp;[[Agreement_Management|Agreement Management]]&nbsp;| [[Icertis_Business_Apps|Icertis Business Apps]] |''

@@ Line 623: / Line 623: @@
 &nbsp;
 === Accessing Bid Proposal ===
 You can search and view the created Bid Proposal from the “Proposal Management” tile.
@@ Line 630: / Line 631: @@
 . '''Click '''“Proposals” >&nbsp;"Bid Proposal"&nbsp;from the “Home” page.&nbsp;The Bid Proposal index page opens displaying all the Bid Proposal records.
-<div class="image-green-border">2. '''Click '''View Record&nbsp;icon corresponding to the Bid Proposal record you want to open.</div> <div class="image-green-border">&nbsp;</div> <div class="image-green-border">The Bid Proposal Details&nbsp;page opens.</div> <div class="image-green-border">&nbsp;</div> <div class="image-green-border">[[File:8.1pmapp38.png|720px]]</div>
+<div class="image-green-border">2. '''Click '''View Record&nbsp;icon corresponding to the Bid Proposal record you want to open.</div> <div class="image-green-border">&nbsp;</div> <div class="image-green-border">The Bid Proposal Details&nbsp;page opens.</div> <div class="image-green-border">&nbsp;</div> <div class="image-green-border">[[File:8.1pmapp38.png|720px|8.1pmapp38.png]]</div>
 ==== <br/> Managing Bid Proposal using Commitments ====
@@ Line 640: / Line 641: @@
 . '''Click''' “Add Commitment”. The “Add Commitment” drawer opens.
-<div class="image-green-border">[[File:8.1pmapp39.png|720px]]</div> <div class="image-green-border">&nbsp;</div>
+<div class="image-green-border">[[File:8.1pmapp39.png|720px|8.1pmapp39.png]]</div> <div class="image-green-border">&nbsp;</div>
 . '''Enter''' the details for the commitment.
 <div class="image-green-border">[[File:8.0 PM 91.PNG|520px|8.0 PM 91.PNG]]</div> <div class="image-green-border">&nbsp;</div> <div class="image-green-border">&nbsp;</div> <div class="image-green-border">4. '''Click '''“Add Commitment”. The commitment is created and added to the Bid Proposal.</div> <div class="image-green-border">&nbsp;</div> <div class="image-green-border">[[File:8.0 PM 120.PNG|720px|8.0 PM 120.PNG]]</div> <div class="image-green-border">&nbsp;</div> <div class="image-green-border">&nbsp;</div> <div class="image-green-border">To view and take action on the commitment tasks:</div> <div class="image-green-border"><br/> 1. '''Select '''the "Take action on commitment" option from the three dots action dropdown. The “Add Action” drawer opens.</div> <div class="image-green-border">&nbsp;</div> <div class="image-green-border">[[File:8.0 PM 121.PNG|720px|8.0 PM 121.PNG]]</div> <div class="image-green-border">&nbsp;</div>
@@ Line 776: / Line 777: @@
 If the Bid Proposal is not submitted by the Bid Proposal submission deadline date, the Bid Proposal record expires and its status changes to “Expired”. For example, the Bid Proposal "Enterprise CLM" is expired as the Bid Proposal submission deadline date- "January 4, 2022" has passed the current date.&nbsp;<br/> &nbsp;
 <div class="image-green-border">[[File:8.0 PM 125.PNG|500px|8.0 PM 125.PNG]]</div> <div class="image-green-border">&nbsp;</div>
 === Working with Proposal Management Summary Dashboard ===

@@ Line 399: / Line 399: @@
 For example, the Sell Side RFx, Enterprise CLM, is expired as its Bid Proposal submission deadline date - April 27, 2022&nbsp;has already passed.
-<div class="image-green-border"><image></div>
+<div class="image-green-border">[[File:8.1pmapp23.png|600px]]</div>
 === <br/> Making a Bid Decision ===
@@ Line 409: / Line 409: @@
 There can be only one RFx qualification for a Sell Side RFx.
-<div class="image-green-border"><image></div>
+<div class="image-green-border">[[File:8.1pmapp24.png|720px]]</div>
 Based on the company’s objectives, the Sell Side RFx is qualified for a decision to bid or not to bid. The sales team of the organization can mention the Bid Decision details for a Sell Side RFx in an “Awaiting Qualification” status by creating an RFx Qualification association. There can be only one RFx qualification for a Sell Side RFx.
@@ Line 465: / Line 465: @@
 Selecting the RFx Qualification option navigates the user to the “RFx Qualification” index page, where a list of qualified RFx is displayed. This option is visible only to users who have “View” or “Manage” access to the RFx qualification. On selecting a record, the user is directed to the “RFx Qualification Details” page that provides information such as Bid Decision details, Versions, History, Team, Notes, etc. in the left navigation pane.
-<div class="image-green-border">1. '''Click '''“Proposals” > “RFx Qualification” from&nbsp;the “Home” page. The saved search result for RFx Qualifications is rendered displaying all RFx Qualification records.<br/> &nbsp;<br/> <image></div>
+<div class="image-green-border">1. '''Click '''“Proposals” > “RFx Qualification” from&nbsp;the “Home” page. The saved search result for RFx Qualifications is rendered displaying all RFx Qualification records.</div> <div class="image-green-border">&nbsp;</div> <div class="image-green-border">[[File:8.1pmapp26.png|720px]]<br/> &nbsp;<br/> 2. '''Click '''the View Record&nbsp;icon corresponding to the RFx Qualification you want to open.</div> <div class="image-green-border">&nbsp;</div> <div class="image-green-border">[[File:8.1pmapp26-2.PNG|720px]]</div> <div class="image-green-border">&nbsp;</div> <div class="image-green-border">The RFx Qualification Details page opens.<br/> &nbsp;<br/> [[File:8.1pmapp27.png|720px]]</div>
 . '''Click '''the View Record&nbsp;icon corresponding to the RFx Qualification you want to open.
-<div class="image-green-border"><image></div> <div class="image-green-border">&nbsp;</div> <div class="image-green-border">The RFx Qualification Details page opens.<br/> &nbsp;<br/> <image>&nbsp;</div>
 ==== <br/> Sending RFx Qualification for approval ====
 . '''Click''' “Send For Approval” on the RFx Qualification Details page. The RFx Qualification will be sent to relevant users for approval.
-<div class="image-green-border"><image><br/> &nbsp;<br/> The status of the RFx Qualification changes to “Waiting For Approval from the First (or respective) Approver”.<br/>  <br/> 2. '''Click '''“Recall” if you want to recall the RFx Qualification sent to approvers. The “Add Note” drawer opens.</div> <div class="image-green-border">&nbsp;</div> <div class="image-green-border">3. '''Add '''a note and select a Reason Code for recalling.</div> <div class="image-green-border">&nbsp;</div> <div class="image-green-border">4. '''Click '''"Add". The RFx Qualification will be recalled and moves back to "Draft" state.</div>
+<div class="image-green-border">[[File:8.1pmapp28.png|720px]]<br/> &nbsp;<br/> The status of the RFx Qualification changes to “Waiting For Approval from the First (or respective) Approver”.<br/>  <br/> 2. '''Click '''“Recall” if you want to recall the RFx Qualification sent to approvers. The “Add Note” drawer opens.</div> <div class="image-green-border">&nbsp;</div> <div class="image-green-border">3. '''Add '''a note and select a Reason Code for recalling.</div> <div class="image-green-border">&nbsp;</div> <div class="image-green-border">4. '''Click '''"Add". The RFx Qualification will be recalled and moves back to "Draft" state.</div>
 ==== <br/> Approving RFx Qualification ====
@@ Line 487: / Line 485: @@
 When a user deletes an approved RFx qualification, the RFx qualification instance is deleted and the corresponding Sell Side RFx moves back to the “Awaiting Qualification” state.
-<div class="image-green-border"><image></div>
+<div class="image-green-border">[[File:8.1pmapp29.png|720px]]</div>
 === <br/> Working with Bid Proposal ===
@@ Line 545: / Line 543: @@
 . '''Click''' “Proposals” > "Bid Proposal"&nbsp;from the Home page.
-<div class="image-green-border"><image></div> <div class="image-green-border">&nbsp;</div> <div class="image-green-border">2.&nbsp;'''Click''' “Create” button. The “Attributes” page opens. This page contains key information required to be captured for creating the Bid Proposal.</div> <div class="image-green-border">&nbsp;</div> <div class="image-green-border"><image></div> <div class="image-green-border">&nbsp;</div> <div class="image-green-border">'''3. Select '''or enter the values for the fields on the "Attributes" page.<br/> &nbsp;<br/> <image></div>
+<div class="image-green-border">[[File:8.1pmapp30.png|720px]]</div> <div class="image-green-border">&nbsp;</div> <div class="image-green-border">2.&nbsp;'''Click''' “Create” button. The “Attributes” page opens. This page contains key information required to be captured for creating the Bid Proposal.</div> <div class="image-green-border">&nbsp;</div> <div class="image-green-border">[[File:8.1pmapp31.png|720px]]</div> <div class="image-green-border">&nbsp;</div> <div class="image-green-border">'''3. Select '''or enter the values for the fields on the "Attributes" page.<br/> &nbsp;<br/> [[File:8.1pmapp32.png|720px]]</div>
 *'''Associate and Inherit:''' '''Click '''the icon next to this option to inherit and select the Sell Side RFx for creating the Bid Proposal. It opens the Lookup Search drawer to search and associate the Sell Side RFx to Bid Proposal. The Lookup Search drawer displays Sell Side RFx records in “Awaiting Qualification” and “Bid” business states.
 <div class="image-green-border">[[File:8.0 PM 51.PNG|800px|8.0 PM 51.PNG]]<br/> &nbsp;<br/> Inheriting the Sell Side RFx inherits the attributes and Associations of Sell Side RFx to Bid Proposal.</div> <div class="image-green-border">&nbsp;</div> <div class="note-box">Note: All associations except line items associations are inherited. Line items are Bulk Association Contract Types and will not be inherited.</div>
@@ Line 560: / Line 558: @@
 *Point of Contact Name&nbsp;
 *Point of Contact Title&nbsp;
-<div class="image-green-border"><image></div>
+<div class="image-green-border">[[File:8.1pmapp33.png|720px]]</div>
 . '''Select '''or enter values for the fields in the “Bid Proposal Schedule” section:
@@ Line 571: / Line 569: @@
 The values in these fields will be inherited from the corresponding Sell Side RFx.
-<div class="image-green-border">[[File:8.0 PM 107.PNG|360px|8.0 PM 107.PNG]]</div> <div class="image-green-border">&nbsp;</div>
+<div class="image-green-border">[[File:8.0 PM 107.PNG|480px|8.0 PM 107.PNG]]</div> <div class="image-green-border">&nbsp;</div>
 . '''Select '''or enter values for the fields in the “Proposal Details” section.&nbsp;
@@ Line 610: / Line 608: @@
 *Create and Publish&nbsp;
 *Create and Send for Approval
-<div class="image-green-border"><image></div>
+<div class="image-green-border">[[File:8.1pmapp34.png|720px]]</div>
 The Bid Proposal will be created in “Draft” state.
-<div class="image-green-border"><image></div> <div class="image-green-border">&nbsp;</div>
+<div class="image-green-border">[[File:8.1pmapp35.png|720px]]</div> <div class="image-green-border">&nbsp;</div>
 '''Associations of Bid Proposal'''
@@ Line 631: / Line 629: @@
 To view the Bid Proposal:
-. '''Click '''“Proposals” >&nbsp;"Bid Proposal"&nbsp;from the “Home” page.&nbsp;The saved search results page opens displaying all the Bid Proposal records.
+. '''Click '''“Proposals” >&nbsp;"Bid Proposal"&nbsp;from the “Home” page.&nbsp;The Bid Proposal index page opens displaying all the Bid Proposal records.
-<div class="image-green-border">[[File:8.0 PM 48.png|720px|8.0 PM 48.png]]</div> <div class="image-green-border">&nbsp;</div>
+<div class="image-green-border">2. '''Click '''View Record&nbsp;icon corresponding to the Bid Proposal record you want to open.</div> <div class="image-green-border">&nbsp;</div> <div class="image-green-border">The Bid Proposal Details&nbsp;page opens.</div> <div class="image-green-border">&nbsp;</div> <div class="image-green-border">[[File:8.1pmapp38.png|720px]]</div>
 . '''Click '''View Record&nbsp;icon corresponding to the Bid Proposal record you want to open.
-<div class="image-green-border">[[File:8.0 PM 118.PNG|720px|8.0 PM 118.PNG]]</div> <div class="image-green-border">&nbsp;</div> <div class="image-green-border">The Bid Proposal Details&nbsp;page opens.</div> <div class="image-green-border">&nbsp;</div> <div class="image-green-border">[[File:8.0 PM 119.PNG|720px|8.0 PM 119.PNG]]</div>
 ==== <br/> Managing Bid Proposal using Commitments ====
@@ Line 644: / Line 640: @@
 . '''Click''' “Add Commitment”. The “Add Commitment” drawer opens.
-<div class="image-green-border">[[File:8.0 PM 113.PNG|600px|8.0 PM 113.PNG]]</div> <div class="image-green-border">&nbsp;</div>
+<div class="image-green-border">[[File:8.1pmapp39.png|720px]]</div> <div class="image-green-border">&nbsp;</div>
 . '''Enter''' the details for the commitment.
 <div class="image-green-border">[[File:8.0 PM 91.PNG|520px|8.0 PM 91.PNG]]</div> <div class="image-green-border">&nbsp;</div> <div class="image-green-border">&nbsp;</div> <div class="image-green-border">4. '''Click '''“Add Commitment”. The commitment is created and added to the Bid Proposal.</div> <div class="image-green-border">&nbsp;</div> <div class="image-green-border">[[File:8.0 PM 120.PNG|720px|8.0 PM 120.PNG]]</div> <div class="image-green-border">&nbsp;</div> <div class="image-green-border">&nbsp;</div> <div class="image-green-border">To view and take action on the commitment tasks:</div> <div class="image-green-border"><br/> 1. '''Select '''the "Take action on commitment" option from the three dots action dropdown. The “Add Action” drawer opens.</div> <div class="image-green-border">&nbsp;</div> <div class="image-green-border">[[File:8.0 PM 121.PNG|720px|8.0 PM 121.PNG]]</div> <div class="image-green-border">&nbsp;</div>

@@ Line 467: / Line 467: @@
 <div class="image-green-border">1. '''Click '''“Proposals” > “RFx Qualification” from&nbsp;the “Home” page. The saved search result for RFx Qualifications is rendered displaying all RFx Qualification records.<br/> &nbsp;<br/> <image></div>
 . '''Click '''the View Record&nbsp;icon corresponding to the RFx Qualification you want to open.
-<div class="image-green-border">[[File:8.0 PM 117.PNG|720px|8.0 PM 117.PNG]]</div> <div class="image-green-border">&nbsp;</div> <div class="image-green-border">The RFx Qualification Details page opens.<br/> &nbsp;<br/> [[File:8.0 PM 45.PNG|720px|8.0 PM 45.PNG]]&nbsp;</div>
+<div class="image-green-border"><image></div> <div class="image-green-border">&nbsp;</div> <div class="image-green-border">The RFx Qualification Details page opens.<br/> &nbsp;<br/> <image>&nbsp;</div>
 ==== <br/> Sending RFx Qualification for approval ====
 . '''Click''' “Send For Approval” on the RFx Qualification Details page. The RFx Qualification will be sent to relevant users for approval.
-<div class="image-green-border">[[File:8.0 PM 46.png|720px|8.0 PM 46.png]]<br/> &nbsp;<br/> The status of the RFx Qualification changes to “Waiting For Approval from the First (or respective) Approver”.<br/>  <br/> 2. '''Click '''“Recall” if you want to recall the RFx Qualification sent to approvers. The “Add Note” drawer opens.</div> <div class="image-green-border">&nbsp;</div> <div class="image-green-border">3. '''Add '''a note and select a Reason Code for recalling.</div> <div class="image-green-border">&nbsp;</div> <div class="image-green-border">4. '''Click '''"Add". The RFx Qualification will be recalled and moves back to "Draft" state.</div>
+<div class="image-green-border"><image><br/> &nbsp;<br/> The status of the RFx Qualification changes to “Waiting For Approval from the First (or respective) Approver”.<br/>  <br/> 2. '''Click '''“Recall” if you want to recall the RFx Qualification sent to approvers. The “Add Note” drawer opens.</div> <div class="image-green-border">&nbsp;</div> <div class="image-green-border">3. '''Add '''a note and select a Reason Code for recalling.</div> <div class="image-green-border">&nbsp;</div> <div class="image-green-border">4. '''Click '''"Add". The RFx Qualification will be recalled and moves back to "Draft" state.</div>
 ==== <br/> Approving RFx Qualification ====
@@ Line 487: / Line 487: @@
 When a user deletes an approved RFx qualification, the RFx qualification instance is deleted and the corresponding Sell Side RFx moves back to the “Awaiting Qualification” state.
-<div class="image-green-border">[[File:8.0 PM 105.PNG|600px|8.0 PM 105.PNG]]</div>
+<div class="image-green-border"><image></div>
 === <br/> Working with Bid Proposal ===
@@ Line 544: / Line 544: @@
 ==== <br/> Creating the Bid Proposal ====
-. '''Click''' “Proposal” > "Create Bid Proposal"&nbsp;from the Home page. The “Attributes” page opens. This page contains key information required to be captured for creating the Bid Proposal.
+. '''Click''' “Proposals” > "Bid Proposal"&nbsp;from the Home page.
-<div class="image-green-border">[[File:8.0 PM 49.png|720px|8.0 PM 49.png]]</div> <div class="image-green-border">&nbsp;</div> <div class="image-green-border">2. '''Select '''or enter the values for the fields on the "Attributes" page.<br/> &nbsp;<br/> [[File:8.0 PM 50.PNG|720px|8.0 PM 50.PNG]]<br/>  </div>
+<div class="image-green-border"><image></div> <div class="image-green-border">&nbsp;</div> <div class="image-green-border">2.&nbsp;'''Click''' “Create” button. The “Attributes” page opens. This page contains key information required to be captured for creating the Bid Proposal.</div> <div class="image-green-border">&nbsp;</div> <div class="image-green-border"><image></div> <div class="image-green-border">&nbsp;</div> <div class="image-green-border">'''3. Select '''or enter the values for the fields on the "Attributes" page.<br/> &nbsp;<br/> <image></div>
 *'''Associate and Inherit:''' '''Click '''the icon next to this option to inherit and select the Sell Side RFx for creating the Bid Proposal. It opens the Lookup Search drawer to search and associate the Sell Side RFx to Bid Proposal. The Lookup Search drawer displays Sell Side RFx records in “Awaiting Qualification” and “Bid” business states.
 <div class="image-green-border">[[File:8.0 PM 51.PNG|800px|8.0 PM 51.PNG]]<br/> &nbsp;<br/> Inheriting the Sell Side RFx inherits the attributes and Associations of Sell Side RFx to Bid Proposal.</div> <div class="image-green-border">&nbsp;</div> <div class="note-box">Note: All associations except line items associations are inherited. Line items are Bulk Association Contract Types and will not be inherited.</div>
 *'''Organization Unit:''' Click the icon next to this option to select the organization unit which you want the Bid Proposal to be part of.
 . '''Select''' or enter information in the “Customer or RFx Information” section.&nbsp;
 *Customer Name
@@ Line 560: / Line 560: @@
 *Point of Contact Name&nbsp;
 *Point of Contact Title&nbsp;
-<div class="image-green-border">[[File:8.0 PM 106.PNG|500px|8.0 PM 106.PNG]]</div> <div class="image-green-border">&nbsp;</div>
+<div class="image-green-border"><image></div>
 . '''Select '''or enter values for the fields in the “Bid Proposal Schedule” section:
@@ Line 610: / Line 610: @@
 *Create and Publish&nbsp;
 *Create and Send for Approval
-<div class="image-green-border">[[File:8.0 PM 57.PNG|720px|8.0 PM 57.PNG]]</div> <div class="image-green-border">&nbsp;</div>
+<div class="image-green-border"><image></div>
 The Bid Proposal will be created in “Draft” state.
-<div class="image-green-border">[[File:8.0 PM 111.PNG|700px|8.0 PM 111.PNG]]</div> <div class="image-green-border">&nbsp;</div>
+<div class="image-green-border"><image></div> <div class="image-green-border">&nbsp;</div>
 '''Associations of Bid Proposal'''

@@ Line 380: / Line 380: @@
 The Sell Side RFx status changes to “Awaiting Qualification” once all approvers added in the Team approve it, the status changes to approved.
 <div class="image-green-border">[[File:8.1pmapp21.png|720px]]</div> <div class="image-green-border">&nbsp;</div> <div class="image-green-border">&nbsp;</div>
 ==== Rejecting Sell Side RFx ====
@@ Line 385: / Line 386: @@
 . '''Click '''“Reject” under the three dots menu of&nbsp;Sell Side RFx Details&nbsp;page. The “Add Note” drawer opens.
-<div class="image-green-border">[[File:8.0 PM 102.png|720px|8.0 PM 102.png]]</div>
+<div class="image-green-border">[[File:8.1pmapp22.png|720px]]</div>
 . Enter'''a note and select a reason for rejection.'''

@@ Line 326: / Line 326: @@
 . '''Click '''“Create”.
 <div class="image-green-border"><image></div> <div class="image-green-border">&nbsp;</div> <div class="image-green-border">The RFx Document is now associated with the Sell Side RFx.</div> <div class="image-green-border">&nbsp;</div> <div class="image-green-border">[[File:8.0 PM 20.PNG|720px|8.0 PM 20.PNG]]</div> <div class="image-green-border">&nbsp;</div> <div class="image-green-border">Similarly, you can create Associations for Line Items, RFx Qualification and Templates by clicking the “Create Association” icon corresponding to each Association.</div> <div class="image-green-border">&nbsp;</div> <div class="image-green-border">'''To create line items for Sell Side RFx using Excel:'''</div> <div class="image-green-border"><br/> 1. '''Click '''Association type under Associations in left navigation pane. For example, “Line Items”. The selected associations open.</div> <div class="image-green-border"><br/> 2. '''Click '''three dots menu&nbsp;> "Export" > "Excel". The Excel template will be downloaded as “ICMPMAppLineItems.xlsx” on your machine in the configured download folder.</div> <div class="image-green-border">&nbsp;</div> <div class="image-green-border"><image></div> <div class="image-green-border">&nbsp;</div> <div class="image-green-border">3. '''Open '''and fill the Excel file with the line items details.</div> <div class="image-green-border">&nbsp;</div> <div class="image-green-border">4. '''Save''' the details and close the file.</div> <div class="image-green-border">&nbsp;</div> <div class="image-green-border">5. '''Click '''three dots menu > "Upload Template". The “Upload Document” drawer opens.</div> <div class="image-green-border"><br/> 6. '''Select '''File and click "Open".</div> <div class="image-green-border">&nbsp;</div> <div class="image-green-border">7. '''Click '''“Upload File”.&nbsp;The “Upload Summary” is displayed with the wait time message.</div> <div class="image-green-border">&nbsp;</div> <div class="image-green-border">8. '''Click''' “Ok”.&nbsp;The line items will be added to the Sell Side RFx.</div> <div class="image-green-border">&nbsp;</div> <div class="image-green-border"><image></div>
 ==== <br/> Editing Sell Side RFx ====
@@ Line 346: / Line 345: @@
 . '''Click '''“Cancel” on the sell side RFx Details&nbsp;page. The “Please Confirm” pop up opens.
-<div class="image-green-border">[[File:8.0 PM 88.png|720px|8.0 PM 88.png]]</div>
+<div class="image-green-border"><image></div>
 . '''Click''' “Yes” if you are sure that the RFx should be cancelled. The “Add Note” drawer opens.
 <div class="image-green-border">[[File:8.0 PM 89.PNG|320px|8.0 PM 89.PNG]]</div>
@@ Line 356: / Line 355: @@
 . '''Click '''“Delete” on the three dots menu of&nbsp;Sell Side RFx Details&nbsp;page to delete the RFx. The “Please Confirm” pop up opens.
-<div class="image-green-border">[[File:8.0 PM 90.png|720px|8.0 PM 90.png]]</div>
+<div class="image-green-border"><image></div>
 . '''Click '''“Yes” on the “Please Confirm” pop up. The Sell Side RFx will be deleted.
 <div class="image-green-border">[[File:8.0 PM 32.PNG|320px|8.0 PM 32.PNG]]</div> <div class="image-green-border">&nbsp;</div> <div class="note-box">'''Note:''' Only authorized users can delete the Sell Side RFx.&nbsp;</div>
@@ Line 366: / Line 365: @@
 . '''Click '''“Send for Approval” on the Sell Side RFx Details page. The Sell Side RFx is sent to approvers added in the record’s team.&nbsp;
-<div class="image-green-border">[[File:8.0 PM 99.png|720px|8.0 PM 99.png]]</div>
+<div class="image-green-border"><image></div>
 The Sell Side RFx status moves to “Waiting for Approval”.
-<div class="image-green-border">[[File:8.0 PM 100.PNG|720px|8.0 PM 100.PNG]]</div>
+<div class="image-green-border"><image></div>
 . '''Click'''&nbsp;"Recall" under three dots menu on the Sell Side RFx details page&nbsp;if you want to recall the Sell Side RFx sent to approvers. The Add Note drawer opens.
@@ Line 377: / Line 376: @@
 ==== <br/> Approving Sell Side RFx ====
-Approvers can approve or reject a Sell Side RFx based on the company’s objectives being fulfilled.<br/> &nbsp;<br/> 1. '''Click '''“Approve” under the three dots menu of&nbsp;Sell Side RFx Details&nbsp;page. The “Add Note” drawer opens.
+Approvers can approve or reject a Sell Side RFx based on the company’s objectives being fulfilled.&nbsp;They can see the Approval task listed in their “My Tasks” widget on the “Home” dashboard.
-<div class="image-green-border">[[File:8.0 PM 101.png|720px|8.0 PM 101.png]]</div>
-. Enter'''a note and '''click '''“Add”. The Sell Side RFx is approved.'''
+<image><br/> &nbsp;<br/> 1. '''Click '''“Approve” under the three dots menu of&nbsp;Sell Side RFx Details&nbsp;page. The “Add Note” drawer opens.
 <div class="image-green-border">[[File:8.0 PM 36.PNG|520px|8.0 PM 36.PNG]]</div>
 The Sell Side RFx status changes to “Awaiting Qualification” once all approvers added in the Team approve it, the status changes to approved.
-<div class="image-green-border">[[File:8.0 PM 103.PNG|720px|8.0 PM 103.PNG]]</div> <div class="image-green-border">&nbsp;</div> <div class="image-green-border">&nbsp;</div>
+<div class="image-green-border"><image></div> <div class="image-green-border">&nbsp;</div> <div class="image-green-border">&nbsp;</div>
 ==== Rejecting Sell Side RFx ====

@@ Line 326: / Line 326: @@
 . '''Click '''“Create”.
 <div class="image-green-border"><image></div> <div class="image-green-border">&nbsp;</div> <div class="image-green-border">The RFx Document is now associated with the Sell Side RFx.</div> <div class="image-green-border">&nbsp;</div> <div class="image-green-border">[[File:8.0 PM 20.PNG|720px|8.0 PM 20.PNG]]</div> <div class="image-green-border">&nbsp;</div> <div class="image-green-border">Similarly, you can create Associations for Line Items, RFx Qualification and Templates by clicking the “Create Association” icon corresponding to each Association.</div> <div class="image-green-border">&nbsp;</div> <div class="image-green-border">'''To create line items for Sell Side RFx using Excel:'''</div> <div class="image-green-border"><br/> 1. '''Click '''Association type under Associations in left navigation pane. For example, “Line Items”. The selected associations open.</div> <div class="image-green-border"><br/> 2. '''Click '''three dots menu&nbsp;> "Export" > "Excel". The Excel template will be downloaded as “ICMPMAppLineItems.xlsx” on your machine in the configured download folder.</div> <div class="image-green-border">&nbsp;</div> <div class="image-green-border"><image></div> <div class="image-green-border">&nbsp;</div> <div class="image-green-border">3. '''Open '''and fill the Excel file with the line items details.</div> <div class="image-green-border">&nbsp;</div> <div class="image-green-border">4. '''Save''' the details and close the file.</div> <div class="image-green-border">&nbsp;</div> <div class="image-green-border">5. '''Click '''three dots menu > "Upload Template". The “Upload Document” drawer opens.</div> <div class="image-green-border"><br/> 6. '''Select '''File and click "Open".</div> <div class="image-green-border">&nbsp;</div> <div class="image-green-border">7. '''Click '''“Upload File”.&nbsp;The “Upload Summary” is displayed with the wait time message.</div> <div class="image-green-border">&nbsp;</div> <div class="image-green-border">8. '''Click''' “Ok”.&nbsp;The line items will be added to the Sell Side RFx.</div> <div class="image-green-border">&nbsp;</div> <div class="image-green-border"><image></div>
 ==== <br/> Editing Sell Side RFx ====
 You can modify the sell side RFx as per business requirements:
-. '''Click '''“Edit” on the sell side RFx Details&nbsp;page. The “Edit Agreement for Sell Side RFx” page opens.
+. '''Click '''“Edit” on the sell side RFx Details&nbsp;page. The “Edit&nbsp;Sell Side RFx” page opens.
-<div class="image-green-border">[[File:8.0 PM 85.png|720px|8.0 PM 85.png]]</div>
+<div class="image-green-border"><image></div>
 . '''Make '''the required changes and click “Next”. The “Verify” page opens.
 <div class="image-green-border">[[File:8.0 PM 86.PNG|720px|8.0 PM 86.PNG]]</div>