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Return to ICI Proposal Management.
Contents
- 1 ICI Proposal Management App
- 1.1 Purpose of the Document
- 1.2 Prerequisites
- 1.3 ICI Proposal Management Application
- 1.4 The Proposal Management Process
- 1.4.1 Setting masterdata values
- 1.4.2 Working with Sell Side RFx
- 1.4.2.1 Creating Sell Side RFx
- 1.4.2.2 Accessing Sell Side RFx
- 1.4.2.3 Creating Associations for Sell Side RFx
- 1.4.2.4 Editing Sell Side RFx
- 1.4.2.5 Canceling Sell Side RFx
- 1.4.2.6 Deleting Sell Side RFx
- 1.4.2.7 Sending Sell Side RFx for Approval
- 1.4.2.8 Approving Sell Side RFx
- 1.4.2.9 Rejecting Sell Side RFx
- 1.4.2.10 Expiring of Sell Side RFx
- 1.4.3 Making a Bid Decision
- 1.4.4 Working with Bid Proposal
- 1.4.4.1 Creating the Bid Proposal
- 1.4.4.2 Accessing Bid proposal
- 1.4.4.3 Managing Bid Proposal using Commitments
- 1.4.4.4 Sending bid proposal for approval
- 1.4.4.5 Reviewing bid proposal
- 1.4.4.6 Approving Bid Proposal
- 1.4.4.7 Rejecting Bid proposal
- 1.4.4.8 Executing bid proposal
- 1.4.4.9 Capturing Bid Outcome
- 1.4.4.10 Expiring of Bid Proposal
- 1.4.4.11 Adding Amendments to Bid Proposal
ICI Proposal Management App[edit]
Purpose of the Document[edit]
Prerequisites[edit]
ICI Proposal Management Application[edit]
Overview[edit]
The Terminology[edit]
The Challenge[edit]
The Opportunity[edit]
The Solution Framework[edit]
The Users[edit]
The Proposal Management Process[edit]
Setting masterdata values[edit]
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.
Users can create masterdata instances as per the business requirements.
To create a masterdata instance:
1. Click “Configuration” > “Masterdata” > “Create Masterdata” on the “Home” page. The “Create Masterdata” page opens.
2. On the “Masterdata Details” tab, select values in the following fields:
- Category: For example, Default.
- Masterdata (contract type): For example, Key requirements.
3. Click “Next”. The “Attributes” tab opens.
4. Enter or select the values in the following fields:
- Key Requirement: For example, Track & Manage Tasks.
- Requirement Category: For example, Contract Life Cycle Management.
5. Click “Save”. The masterdata instance is created. You can edit, deactivate or delete the created masterdata, as required.
Working with Sell Side RFx[edit]
Creating Sell Side RFx[edit]
Accessing Sell Side RFx[edit]
You can view existing sell side RFx from the “Proposal Management” tile.
To view the created sell side RFx:
1. Click “Proposal Management” >” Sell Side RFx” on the “Home” page.
screen 1
The saved search result page opens displaying all available sell side RFx records. Users can refine the search result by applying filters, options and keywords.
screen 2
2. Click “View Record” icon corresponding to the sell side RFx record you want to open. For example, Enterprise CLM. The sell side RFx “Details” page opens.
Suppliers can view the current status of the sell side RFx on the “Details” page. Suppliers can also perform a variety of actions based on the current state of the sell side RFx.
Creating Associations for Sell Side RFx[edit]
Editing Sell Side RFx[edit]
You can modify the sell side RFx as per business requirements:
1. Click “Edit” on the sell side RFx “Details” page. The “Edit Agreement for Sell Side RFx” page opens.
Screen 1
2. Make the required changes and click “Next”. The “Verify” page opens.
screen
3. Verify the changes made to the RFx and click “Update”.
screen
The RFx will save the updates made.
Canceling Sell Side RFx[edit]
You can cancel a sell side RFx as per business requirements.
To cancel a sell side RFx:
1. Click “Cancel” on the sell side RFx “Details” page. The “Please Confirm” window opens.
screen 1
2. Click “Yes” if you are sure that the RFx should be cancelled. The “Add Note” window opens.
screen 2
3. Enter a note such as the reason for cancellation and select the reason code.
4. Click “Add”. The status of sell side RFx changes to “Cancelled”.
screen 3
Deleting Sell Side RFx[edit]
Sending Sell Side RFx for Approval[edit]
Approving Sell Side RFx[edit]
Rejecting Sell Side RFx[edit]
Expiring of Sell Side RFx[edit]
Making a Bid Decision[edit]
Creating RFx Qualification[edit]
Accessing RFx Qualification[edit]
Sending RFx Qualification for approval[edit]
Approving RFx Qualification[edit]
Rejecting RFX Qualification[edit]
Deleting RFx Qualification[edit]
Working with Bid Proposal[edit]
Creating the Bid Proposal[edit]
Accessing Bid proposal[edit]
Managing Bid Proposal using Commitments[edit]
Sending bid proposal for approval[edit]
Reviewing bid proposal[edit]
Approving Bid Proposal[edit]
Rejecting Bid proposal[edit]
Executing bid proposal[edit]
Capturing Bid Outcome[edit]
Expiring of Bid Proposal[edit]
Adding Amendments to Bid Proposal[edit]
Related Topics: Agreement Management | Icertis Business Apps | Biz Apps Release Notes
