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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.
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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.
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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.
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3. Verify the changes made to the RFx and click “Update”.
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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.
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2. Click “Yes” if you are sure that the RFx should be cancelled. The “Add Note” window opens.
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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”.
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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]
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.
The creation of an RFx Qualification Association invokes the Approver rule and workflows and moves the corresponding Sell Side RFx to the status according to the bid decision, upon RFx qualification approval.
Users can set Bid Decision using the following options:
- Bid: Allows user to place a bid based on the RFx received if the RFx meets the company’s objectives. For an approved Sell Side RFx, when the bid decision is set as Bid, the status of the Sell Side RFx moves to “Bid” once the RFx qualification is approved.
- No Bid: Allows user to avoid placing a bid based on the RFx received if the RFx does not meet the company’s objectives. For an approved Sell Side RFx, when the bid decision is set as No Bid, the status of the Sell Side RFx moves to “No Bid” once the RFx qualification is approved.
- Hold: Allows user to keep the bid on hold if the buyer organization communicates that the RFx is put on hold. For an approved Sell Side RFx, when the bid decision is set as Hold, the status of the Sell Side RFx moves to “No Bid” once the RFx qualification is approved.
- Awaiting Qualification: The default status of the Sell Side RFx till a bid decision is made based on the company’s objectives.
Creating RFx Qualification[edit]
After the Sell Side RFx capture is complete, an RFx Qualification captures the outcome of the Bid/No Bid decision.
1. Click the plus + icon next to RFx Qualification in the “Associations” section, on Sell Side RFx “Details” page. The “Create Association” page opens.
scrren 1
2. Select or enter values for the following fields in the “Bid Decision” section:
- Name: The name of the RFx Qualification. For example, “Qualification Enterprise CLM”.
- Bid Decision: The bid decision for the Approved Sell Side RFx which has options- Bid, No Bid, Hold, and Awaiting Qualification.
- Bid Decision Owner: The owner who will make the decision if the RFx qualifies for a bid or not.
- Bid Decision Method: The method used to arrive at a go or no-go decision for the bid. For example, Decision Matrix.
- Bid Decision Capture Date: The date and time at which the bid decision is taken.
- Rationale: The reason behind taking a specific decision to bid or not, or keep the bid on hold.
- Agreement Code: An automatically generated code after the RFx qualification is generated.
- File Path: Any document to capture rationale for decision taken. For example, a questionnaire in an Excel format.
3. Click “Create”. The RFx Qualification is created in a “Draft” state.
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Notes:
You can add only one RFx Qualification to a Sell Side RFx.
Audit History of all actions taken on RFx qualification is captured and displayed under History section.
You can add only one RFx Qualification to a Sell Side RFx.
Audit History of all actions taken on RFx qualification is captured and displayed under History section.
Accessing RFx Qualification[edit]
Users can access all RFx Qualifications.
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.
1. Click “Proposal Management” > “RFx Qualification” on the “Home” page. The saved search result for RFx Qualifications is rendered displaying all RFx Qualification records.
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2. Click the “View Record” icon corresponding to the RFx Qualification you want to open.
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The RFx Qualification Details page opens
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Sending RFx Qualification for approval[edit]
1. Click “Send For Approval” on the RFx Qualification Details page. The RFx Qualification will be sent to relevant users for approval.
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The status of the RFx Qualification changes to “Waiting For Approval from the First (or respective) Approver”.
2. Click “Recall” if you want to recall the RFx Qualification sent to approvers. The “Add Note” window opens.
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3. Add a note and select a Reason Code for recalling.
4. Click Add. The RFx Qualification will be recalled and moves back to Draft state.
Approving RFx Qualification[edit]
The approvers (sales or business or legal team) can approve or reject the RFx Qualification based on the company’s objectives being fulfilled or not.
To approve the RFx Qualification:
1. Click “Approve” on RFx Qualification “Details” page. The “Association Approve Note” window opens.
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2. Enter a note and click “Add”. The status of the RFx Qualification changes to “Approved”.
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The status of the corresponding Sell Side RFx changes as per the bid decision selected while creating the RFx Qualification. For example, here the status changes to “Bid”.
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If a user modifies the approved RFx qualification, it moves back to the “Draft” state and the corresponding Sell Side RFx moves to the “Awaiting Qualification” state.
Rejecting RFX Qualification[edit]
1. Click “Reject” on RFx Qualification “Details” page. The “Association Reject Note” window opens.
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2. Enter a reject note and select the relevant “Reason Code” from the drop-down.
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3. Click “Add”. The RFx Qualification will be rejected and moves back to the “Draft” state.
Deleting RFx Qualification[edit]
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.
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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
