ICI Proposal Management App[edit]


= ICI Proposal Management App =

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== 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.
<div class="image-green-border">[[File:7.15 PMApp 1.png|720px]]<br/> &nbsp; <br/> 2. On the “Masterdata Details” tab, select values in the following fields:</div> 
*Category: For example, Default. 
*Masterdata (contract type): For example, Key requirements. 
<div class="image-green-border">&nbsp;</div> <div class="image-green-border">[[File:7.15 PMApp 2.png|720px]]<br/> &nbsp;<br/> 3. '''Click '''“Next”. The “Attributes” tab opens.&nbsp;<br/> 4. '''Enter '''or select the values in the following fields:</div> 
*Key Requirement: For example, Track & Manage Tasks.&nbsp; 
*Requirement Category: For example, Contract Life Cycle Management. 
<div class="image-green-border">&nbsp;</div> <div class="image-green-border">[[File:7.15 PMApp 3.png|720px]]<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/> [[File:7.15 PMApp 4.png|720px]]<br/> &nbsp;</div> 
=== <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 ====

You can modify the sell side RFx as per business requirements:<br/> 1. Click “Edit” on the sell side RFx “Details” page. The “Edit Agreement for Sell Side RFx” page opens.<br/> Screen 1&nbsp;<br/> 2. Make the required changes and click “Next”. The “Verify” page opens.<br/> screen<br/> 3. Verify the changes made to the RFx and click “Update”.&nbsp;<br/> screen<br/> The RFx will save the updates made.

==== <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 ====

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