Working with RFI - Revision history

WikiSysop at 18:35, 23 May 2022

2022-05-23T18:35:09Z

WikiSysop at 10:10, 27 January 2022

2022-01-27T10:10:50Z

WikiSysop at 10:07, 27 January 2022

2022-01-27T10:07:10Z

WikiSysop at 04:37, 27 January 2022

2022-01-27T04:37:45Z

WikiSysop at 12:20, 25 January 2022

2022-01-25T12:20:55Z

WikiSysop at 12:17, 25 January 2022

2022-01-25T12:17:48Z

WikiSysop at 12:15, 25 January 2022

2022-01-25T12:15:39Z

WikiSysop at 12:12, 25 January 2022

2022-01-25T12:12:23Z

WikiSysop at 16:27, 23 January 2022

2022-01-23T16:27:20Z

IDT-1 at 05:24, 21 January 2022

2022-01-21T05:24:04Z

Show changes

@@ Line 5: / Line 5: @@
 &nbsp;
 == Creating the RFI Instances ==
 .&nbsp;'''Click''' the "Sourcing" tile from&nbsp;the "Home" page. The "Sourcing" page opens. A list of all the RFx instances is displayed.&nbsp;
-<div class="image-green-border">[[File:8.0 Source 1.PNG|720px|8.0 Source 1.PNG]]</div> <div class="image-green-border">&nbsp;</div> <div class="image-green-border">2. '''Click''' the "Create RFx" on the top right corner of "Sourcing" page. The Create RFx page opens.</div> <div class="image-green-border">&nbsp;</div> <div class="image-green-border">[[File:8.0-Create RFx-RFI.PNG|720px|8.0-Create RFx-RFI.PNG]]</div>
+<div class="image-green-border">[[File:8.0 Source 1.PNG|600px|8.0 Source 1.PNG]]</div> <div class="image-green-border">&nbsp;</div> <div class="image-green-border">2. '''Click''' the "Create RFx" on the top right corner of "Sourcing" page. The Create RFx page opens.</div> <div class="image-green-border">&nbsp;</div> <div class="image-green-border">[[File:8.0-Create RFx-RFI.PNG|720px|8.0-Create RFx-RFI.PNG]]</div>
 .&nbsp;'''Select''' a Sourcing Entity from the "Select Sourcing Entity" drop-down in the "Contract Type Details" (Step 1 of 4) section. The contract type is configured in the system with default Attributes.&nbsp;
 <div class="image-green-border">[[File:Working with RFI.PNG|720px|Working with RFI.PNG]]</div> <div class="image-green-border">&nbsp;</div> <div class="image-green-border">4.&nbsp;'''Click'''&nbsp;"Next". The "Attributes" (Step 2 of 4) page opens. The attributes are grouped under various categories. For example, "RFI Information", "RFI Configuration", etc.</div>
@@ Line 31: / Line 32: @@
 The values selected in these fields are populated on the&nbsp;RFI "Details"&nbsp;page under "Agreements"&nbsp;tab.&nbsp;
 <div class="image-green-border">[[File:8.0-CreateRFI-Terms.PNG|920px|8.0-CreateRFI-Terms.PNG]]</div> <div class="image-green-border">&nbsp;</div> <div class="image-green-border">&nbsp;</div> <div class="note-box">'''Note''':&nbsp;Selecting an Associate Contract automatically populates the values in Mandatory Contracts and Prerequisite Contracts. If you do not select any values in any of the contracts, these values will be displayed as blank when you create the RFI. This will not allow you to create Bulk Agreements.&nbsp;</div> <div class="image-green-border">&nbsp;</div> <div class="image-green-border">7.&nbsp;'''Click'''&nbsp;"Next". The "Select Template" (Step 3 of 4) page opens. This is an optional step depending upon how the application is configured. Usually there would be only one template associated with the RFI that is selected automatically. However, multiple templates can be configured in ICI as per the business requirement.&nbsp;</div> <div class="image-green-border">&nbsp;</div> <div class="note-box">'''Note''':&nbsp;You can also upload your own template as per the business requirement by clicking Select File under Upload Template section and uploading the file from your computer.&nbsp;</div> <div class="image-green-border">&nbsp;</div> <div class="image-green-border">[[File:8.0-CreateRFI-Template.PNG|520px|8.0-CreateRFI-Template.PNG]]</div> <div class="image-green-border">&nbsp;</div> <div class="image-green-border">&nbsp;</div> <div class="image-green-border">8.&nbsp;'''Click'''&nbsp;"Next". The "Verify" (Step 4 of 4) page opens. Verify all the information you have just entered.</div> <div class="image-green-border">&nbsp;</div> <div class="image-green-border">9.&nbsp;'''Click''' the "Create RFx" button. The RFI "Details" page opens.</div> <div class="image-green-border">&nbsp;</div> <div class="image-green-border">[[File:8.0-CreateRFI2.PNG|720px|8.0-CreateRFI2.PNG]]</div> <div class="image-green-border">&nbsp;</div> <div class="image-green-border">&nbsp;</div> <div class="image-green-border">&nbsp;</div>
 == RFI Details page ==

← Older revision		Revision as of 10:10, 27 January 2022
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	*Download Package:  '''Click''' this button to download the RFI instance along with all its associations. You can select specific associations that you want to download or select the RFI instance checkbox to download the RFI package. RFI package is downloaded as a zip file that contains all the attachments relevant to the RFI. When the zip file is exported on user’s local machine, a folder structure is created that resembles the RFI structure, and the files are located in the respective locations.		*Download Package:  '''Click''' this button to download the RFI instance along with all its associations. You can select specific associations that you want to download or select the RFI instance checkbox to download the RFI package. RFI package is downloaded as a zip file that contains all the attachments relevant to the RFI. When the zip file is exported on user’s local machine, a folder structure is created that resembles the RFI structure, and the files are located in the respective locations.
	*Delete: '''Click''' this button to delete the RFI instance. After deleting the RFI instance, the Sourcing page opens and the deleted RFI will not be available on the user interface.		*Delete: '''Click''' this button to delete the RFI instance. After deleting the RFI instance, the Sourcing page opens and the deleted RFI will not be available on the user interface.
		+

@@ Line 64: / Line 64: @@
 *Download Package:&nbsp;&nbsp;'''Click''' this button to download the RFI instance along with all its associations. You can select specific associations that you want to download or select the RFI instance checkbox to download the RFI package. RFI package is downloaded as a zip file that contains all the attachments relevant to the RFI. When the zip file is exported on user’s local machine, a folder structure is created that resembles the RFI structure, and the files are located in the respective locations.
 *Delete:&nbsp;'''Click''' this button to delete the RFI instance. After deleting the RFI instance, the Sourcing page opens and the deleted RFI will not be available on the user interface.
@@ Line 75: / Line 76: @@
 <div class="image-green-border">[[File:8.0-RFI-AddQuestionnaire.PNG|720px|8.0-RFI-AddQuestionnaire.PNG]]</div> <div class="image-green-border">&nbsp;</div> <div class="image-green-border">2.&nbsp;'''Search''' for the desired questionnaire (s) or '''select''' the questionnaire from the displayed list under the "Questionnaires" tab.</div> <div class="image-green-border">&nbsp;</div> <div class="image-green-border">[[File:8.0-RFI-AddQuestionnaire7.PNG|720px]]</div>
 .&nbsp;'''Click'''&nbsp;"Next". The "Questions" tab opens displaying the list of questions associated with the questionnaire.
-<div class="image-green-border">[[File:8.0-RFI-AddQuestionnaire2.PNG|720px]]</div>
+<div class="image-green-border">[[File:8.0-RFI-AddQuestionnaire2.PNG|720px|8.0-RFI-AddQuestionnaire2.PNG]]</div>
 .&nbsp;'''Click''' the View Details icon next to the Question to view the question information.
 <div class="image-green-border">[[File:8.0-RFI-ViewQuestion.PNG|720px|8.0-RFI-ViewQuestion.PNG]]</div> <div class="image-green-border">&nbsp;</div> <div class="image-green-border">5.&nbsp;'''Select&nbsp;'''the desired question.&nbsp;</div>

@@ Line 230: / Line 230: @@
 .&nbsp;'''Click''' the "Initiate Round"&nbsp;button to start the Round. The status of RFI changes to Round(s) Ongoing after the round is approved and published.
 <div class="image-green-border">[[File:8.0-RFI-InitiateRound.PNG|720px|8.0-RFI-InitiateRound.PNG]]</div> <div class="image-green-border">&nbsp;</div> <div class="note-box">'''Note''':&nbsp;When the round is approved the status changes to Approved and Scheduled. When the current date and time is equal to start date of the round, the status changes to Published.</div>
 === Creating Rounds ===
@@ Line 245: / Line 246: @@
 .&nbsp;'''Select&nbsp;'''a "Round End Date"&nbsp;and time.
-<div class="note-box">'''Note''':&nbsp;The date and time is displayed based on the user’s locale settings. When the user with different locale views the RFI, the date and time are converted to their locale.</div> <div class="image-green-border">[[File:8.0-RFI-CreateRound1.PNG|550px|8.0-RFI-CreateRound1.PNG]]</div> <div class="image-green-border">&nbsp;</div> <div class="image-green-border">7.&nbsp;'''Click'''&nbsp;"Next". The "Select Template" page opens.</div>
+<div class="note-box">'''Note''':&nbsp;The date and time is displayed based on the user’s locale settings. When the user with different locale views the RFI, the date and time are converted to their locale.</div> <div class="image-green-border">&nbsp;</div> <div class="image-green-border">[[File:8.0-RFI-CreateRound1.PNG|550px|8.0-RFI-CreateRound1.PNG]]</div> <div class="image-green-border">&nbsp;</div> <div class="image-green-border">7.&nbsp;'''Click'''&nbsp;"Next". The "Select Template" page opens.</div>
 .&nbsp;'''Select''' the Template from the available list or upload a new template from your computer and '''click'''&nbsp;"Next". The "Verify" page opens. Verify all the information.&nbsp;
 <div class="image-green-border">[[File:8.0-RFI-CreateRound2.PNG|450px|8.0-RFI-CreateRound2.PNG]]</div> <div class="image-green-border">&nbsp;</div> <div class="image-green-border">9.&nbsp;'''Click''' the "Create Round" button. The Round’s Details page opens. The round is now created in Draft state.</div> <div class="image-green-border">&nbsp;</div> <div class="image-green-border">[[File:8.0-RFI-CreateRound3.PNG|450px|8.0-RFI-CreateRound3.PNG]]</div> <div class="image-green-border">&nbsp;</div> <div class="image-green-border">10.&nbsp;'''Click''' the "Open" button to begin the Round. The status of the round changes to "Open". &nbsp;</div>

@@ Line 315: / Line 315: @@
 . '''Click'''&nbsp;"Submit" on the RFI Response Details page. Repeat the same steps from Using Microsoft Excel section to submit and withdraw the responses.&nbsp;
 <div class="image-green-border">[[File:8.0-RFI-Submit Response.PNG|720px|8.0-RFI-Submit Response.PNG]]</div> <div class="image-green-border">&nbsp;</div>
 === Response Analysis ===

@@ Line 177: / Line 177: @@
 Note that count is updated for Questionnaire and Questions.
 <div class="image-green-border">[[File:8.0-RFI-ViewQuestionnaire1.PNG|720px|8.0-RFI-ViewQuestionnaire1.PNG]]</div>
 === Adding questions to existing questionnaire&nbsp; ===
@@ Line 185: / Line 186: @@
 .'''Click '''the plus icon next to "Questionnaire" on left navigation pane on RFI&nbsp;Details page. The "Add Questionnaire" page opens.
+<div class="image-green-border">[[File:8.0-RFI-AddQuestions.PNG|720px|8.0-RFI-AddQuestions.PNG]]</div>
 [[File:8.0-RFI-AddQuestions.PNG|720px|8.0-RFI-AddQuestions.PNG]]
-−
 . '''Select''' the "Questionnaire Name" for which you want to add further questions. For example, "Company Information".
+<div class="image-green-border">[[File:8.0-RFI-AddQuestionnaire7.PNG|720px]]&nbsp; &nbsp;</div>
-[[File:8.0-RFI-AddQuestionnaire3.PNG|720px|8.0-RFI-AddQuestionnaire3.PNG]] &nbsp;&nbsp;
-−
 .'''Click'''&nbsp;"Next". The "Questions" Tab opens.&nbsp;
+<div class="image-green-border">[[File:8.0-RFI-AddQuestionnaire5.PNG|720px|8.0-RFI-AddQuestionnaire5.PNG]]</div>
 [[File:8.0-RFI-AddQuestionnaire5.PNG|720px|8.0-RFI-AddQuestionnaire5.PNG]]
-−
 .'''Select''' the questions that you want to add, for example, "Company Size"&nbsp; are the new questions selected.&nbsp; The previously added questions are: "Current Customer Count? " "Annual Revenue"?&nbsp;
@@ Line 207: / Line 202: @@
 .'''Click '''"Round" tab on RFI&nbsp;Details&nbsp;page. The&nbsp;round relevant to the RFI is displayed.
+<div class="image-green-border">[[File:8.0-RFI-ViewRound1.PNG|720px|8.0-RFI-ViewRound1.PNG]]</div>
 [[File:8.0-RFI-ViewRound1.PNG|720px|8.0-RFI-ViewRound1.PNG]]
-−
 .'''Click''' the View Details&nbsp;icon next to a round in "Draft" Status. For example, "Round One for RFI Laptop Supplier Information". The round Details&nbsp;page opens.
+<div class="image-green-border">[[File:8.0-RFI-ViewRound2.PNG|720px|8.0-RFI-ViewRound2.PNG]]</div>
 [[File:8.0-RFI-ViewRound2.PNG|720px|8.0-RFI-ViewRound2.PNG]]
-−
 Note&nbsp;that&nbsp;count of questionnaire and questions is updated. The newly added list of questionnaire and questions are available for a round that is in "Draft" status.
+<div class="image-green-border">[[File:8.0-RFI-ViewRound3.PNG|720px|8.0-RFI-ViewRound3.PNG]]</div>
 [[File:8.0-RFI-ViewRound3.PNG|720px|8.0-RFI-ViewRound3.PNG]]
-−
 Similarly, the rounds in "Waiting for Approval", "Approved", "Open" status, the newly added Questionnaire and questions are updated and available. (Except "Closed" round)&nbsp; &nbsp;
+<div class="image-green-border">[[File:8.0-RFI-Round-WaitingforApproval.PNG|720px|8.0-RFI-Round-WaitingforApproval.PNG]]</div>
 [[File:8.0-RFI-Round-WaitingforApproval.PNG|720px|8.0-RFI-Round-WaitingforApproval.PNG]]
-−
 The count of Questionnaire and questions is updated for round in "Approved" status.
 Similarly, the count of Questionnaire and questions is updated for round in Open status.
+<div class="image-green-border">[[File:8.0-RFI-ViewRound4.PNG|720px|8.0-RFI-ViewRound4.PNG]]</div>
 [[File:8.0-RFI-ViewRound4.PNG|720px|8.0-RFI-ViewRound4.PNG]]
-−
 Note that newly added questionnaire and questions is not updated for the round in Closed status and it remains unchanged.
 == Working with Rounds ==

@@ Line 159: / Line 159: @@
 [[File:Q3.png|720px|Q3.png]]
 === Adding a new questionnaire ===
 .'''Click&nbsp;'''"Modify RFx" button. The RFxstatus changes to "In Modification".&nbsp;
+<div class="image-green-border">[[File:8.0-RFI-Modify1.PNG|720px|8.0-RFI-Modify1.PNG]]</div>
 [[File:8.0-RFI-Modify1.PNG|720px|8.0-RFI-Modify1.PNG]]
-−
 .'''Click&nbsp;&nbsp;'''+ icon next to "Questionnaire" on left navigation pane on RFI Details page. The "Add Questionnaire" page opens.
+<div class="image-green-border">[[File:8.0-RFI-InModification.PNG|720px|8.0-RFI-InModification.PNG]]</div>
 [[File:8.0-RFI-InModification.PNG|720px|8.0-RFI-InModification.PNG]]
-−
 . '''Select''' the "Questionnaire Name" that you want to add. For example, "Company Information". '''&nbsp;&nbsp;'''
+<div class="image-green-border">[[File:8.0-RFI-AddQuestionnaire7.PNG|720px]]</div>
-[[File:8.0-RFI-AddQuestionnaire3.PNG|720px|8.0-RFI-AddQuestionnaire3.PNG]]
-−
 .'''Click'''&nbsp;"Next". The "Questions" Tab opens.&nbsp;
+<div class="image-green-border">[[File:8.0-RFI-AddQuestionnaire4.PNG|720px|8.0-RFI-AddQuestionnaire4.PNG]]</div>
 [[File:8.0-RFI-AddQuestionnaire4.PNG|720px|8.0-RFI-AddQuestionnaire4.PNG]]
-−
 .'''Select''' the questions that you want to add, for example, "What is name of company CEO?", &nbsp;"Company Size?"
@@ Line 183: / Line 176: @@
 Note that count is updated for Questionnaire and Questions.
+<div class="image-green-border">[[File:8.0-RFI-ViewQuestionnaire1.PNG|720px|8.0-RFI-ViewQuestionnaire1.PNG]]</div>
 [[File:8.0-RFI-ViewQuestionnaire1.PNG|720px|8.0-RFI-ViewQuestionnaire1.PNG]]
 === Adding questions to existing questionnaire&nbsp; ===

@@ Line 11: / Line 11: @@
 <div class="image-green-border">[[File:8.0 Source 1.PNG|720px|8.0 Source 1.PNG]]</div> <div class="image-green-border">&nbsp;</div> <div class="image-green-border">2. '''Click''' the "Create RFx" on the top right corner of "Sourcing" page. The Create RFx page opens.</div> <div class="image-green-border">&nbsp;</div> <div class="image-green-border">[[File:8.0-Create RFx-RFI.PNG|720px|8.0-Create RFx-RFI.PNG]]</div>
 .&nbsp;'''Select''' a Sourcing Entity from the "Select Sourcing Entity" drop-down in the "Contract Type Details" (Step 1 of 4) section. The contract type is configured in the system with default Attributes.&nbsp;
-<div class="image-green-border">[[File:Working with RFI.PNG|720px]]</div> <div class="image-green-border">&nbsp;</div> <div class="image-green-border">4.&nbsp;'''Click'''&nbsp;"Next". The "Attributes" (Step 2 of 4) page opens. The attributes are grouped under various categories. For example, "RFI Information", "RFI Configuration", etc.</div>
+<div class="image-green-border">[[File:Working with RFI.PNG|720px|Working with RFI.PNG]]</div> <div class="image-green-border">&nbsp;</div> <div class="image-green-border">4.&nbsp;'''Click'''&nbsp;"Next". The "Attributes" (Step 2 of 4) page opens. The attributes are grouped under various categories. For example, "RFI Information", "RFI Configuration", etc.</div>
 .&nbsp;'''Select&nbsp;'''or&nbsp;'''enter&nbsp;'''the values for all the required Attributes in the RFI Information group:
@@ Line 346: / Line 346: @@
 .&nbsp;'''Open''' the excel sheet. You can view the all the data collected from the supplier responses such as Supplier ID, Item Name, Item Description, etc.
-<div class="image-green-border">[[File:7.10-ViewResponsesinExcel.png|720px|7.10-ViewResponsesinExcel.png]]</div> <div class="image-green-border">&nbsp;</div> <div class="image-green-border">&nbsp;</div> <div class="image-green-border">&nbsp;</div> <div class="image-green-border">&nbsp;</div> <div class="image-green-border">&nbsp;</div> <div class="image-green-border">&nbsp;</div> <div class="image-green-border">'''Related Topics''':&nbsp;<a href="Agreement%20Management">Agreement Management</a>&nbsp;|&nbsp;<a href="ICI%20Sourcing%20App">ICI Sourcing App</a>|&nbsp;<a href="Working%20with%20RFx">Working with RFx</a> |&nbsp;<a href="Obligation%20Management">Obligation Management</a>&nbsp;|</div>
+<div class="image-green-border">[[File:7.10-ViewResponsesinExcel.png|720px|7.10-ViewResponsesinExcel.png]]</div> <div class="image-green-border">&nbsp;</div> <div class="image-green-border">&nbsp;</div> <div class="image-green-border">&nbsp;</div> <div class="image-green-border">&nbsp;</div> <div class="image-green-border">&nbsp;</div> <div class="image-green-border">&nbsp;</div> <div class="image-green-border">'''Related Topics''':&nbsp;[[Agreement_Management|Agreement Management]]&nbsp;|&nbsp;[[ICI_Sourcing_App|ICI Sourcing App]]&nbsp;|&nbsp;[[Working_with_RFx|Working with RFx]]&nbsp;</div> <div class="image-green-border">&nbsp;</div>