Working with RFx - Revision history

WikiSysop at 04:45, 5 September 2022

2022-09-05T04:45:03Z

WikiSysop at 17:07, 28 August 2022

2022-08-28T17:07:22Z

WikiSysop at 06:56, 26 August 2022

2022-08-26T06:56:57Z

WikiSysop at 10:58, 25 August 2022

2022-08-25T10:58:56Z

WikiSysop at 10:56, 8 June 2022

2022-06-08T10:56:49Z

Show changes

IDT-1 at 13:42, 26 May 2022

2022-05-26T13:42:57Z

IDT-1 at 13:41, 26 May 2022

2022-05-26T13:41:42Z

IDT-1 at 13:35, 26 May 2022

2022-05-26T13:35:23Z

IDT-1 at 13:34, 26 May 2022

2022-05-26T13:34:03Z

IDT-1 at 13:32, 26 May 2022

2022-05-26T13:32:18Z

@@ Line 405: / Line 405: @@
 .&nbsp;'''Click '''"Add". The User has been added successfully message is displayed.
 <div class="image-green-border">&nbsp;</div>
 === Shortlisting Suppliers&nbsp; ===
@@ Line 412: / Line 413: @@
 Buyers can shortlist suppliers only when the Bidder List in “Draft” state.&nbsp;<br/> &nbsp;
-<div class="image-green-border">To shortlist a supplier:&nbsp;</div> <div class="image-green-border">&nbsp;</div> <div class="image-green-border">1.&nbsp;'''Click''' “Shortlist Supplier” on the “Suppliers” page. The “Shortlist Supplier” page opens.</div> <div class="image-green-border">&nbsp;</div> <div class="image-green-border">&nbsp;</div> <div class="image-green-border">2. '''Select''' the Supplier that you want to shortlist and '''click''' “Save &nbsp;”.</div> <div class="image-green-border">&nbsp;</div> <div class="note-box">'''Note''':&nbsp;Unselect the supplier that was selected previously and click “Save” to remove the suppliers from shortlisting.&nbsp;</div> <div class="image-green-border">&nbsp;</div> <div class="image-green-border">This updates the value under “Shortlist Supplier” as “True” next to the shortlisted supplier.&nbsp;</div> <div class="image-green-border">&nbsp;</div> <div class="image-green-border">The value under “Shortlist Supplier” changes to “False” for the suppliers that are not shortlisted.</div>
+<div class="image-green-border">To shortlist a supplier:&nbsp;</div> <div class="image-green-border">&nbsp;</div> <div class="image-green-border">1.&nbsp;'''Click''' “Shortlist Supplier” on the “Suppliers” page. The “Shortlist Supplier” page opens.</div> <div class="image-green-border">&nbsp;</div> <div class="image-green-border">[[File:8.2-ShortlistSuppliers.png|720px]]</div> <div class="image-green-border">&nbsp;</div> <div class="image-green-border">2. '''Select''' the Supplier that you want to shortlist and '''click''' “Save &nbsp;”.</div> <div class="image-green-border">&nbsp;</div> <div class="note-box">'''Note''':&nbsp;Unselect the supplier that was selected previously and click “Save” to remove the suppliers from shortlisting.&nbsp;</div> <div class="image-green-border">&nbsp;</div> <div class="image-green-border">[[File:8.2-ShortlistSuppliers1.png|720px]]</div> <div class="image-green-border">&nbsp;</div> <div class="image-green-border">This updates the value under “Shortlist Supplier” as “True” next to the shortlisted supplier.&nbsp;</div> <div class="image-green-border">&nbsp;</div> <div class="image-green-border">[[File:8.2-ShortlistSuppliers2.png|720px]]</div> <div class="image-green-border">&nbsp;</div> <div class="image-green-border">The value under “Shortlist Supplier” changes to “False” for the suppliers that are not shortlisted.</div>
 === Sending the RFx Instance for Approval ===

@@ Line 1,281: / Line 1,281: @@
 .&nbsp;'''Click''' the "Download Bid Analysis" button on the RFx Details page. An Excel sheet containing the bid responses is downloaded.
 <div class="image-green-border">[[File:8.0-RFx-ViewRound5.PNG|720px|8.0-RFx-ViewRound5.PNG]]</div> <div class="image-green-border">&nbsp;</div> <div class="image-green-border">2. '''Open''' the Excel sheet. You can view the all the data collected from the bid responses such as Supplier ID, Item Name, Item Description, etc.</div> <div class="image-green-border">&nbsp;</div> <div class="image-green-border">[[File:7.9 Sourcing Bid Analysis 2.png|720px|7.9 Sourcing Bid Analysis 2.png]]</div> <div class="image-green-border">&nbsp;</div>
 === Downloading Associations and Attachments&nbsp; ===
@@ Line 1,293: / Line 1,294: @@
 . '''Click''' the "Download Package" button on the RFx Details page. The Download window opens displaying all the Associations and attachments.
 <div class="image-green-border">[[File:8.0-RFx-ViewRound6.PNG|720px|8.0-RFx-ViewRound6.PNG]]</div> <div class="image-green-border">&nbsp;</div> <div class="image-green-border">2.&nbsp;'''Select''' the items you wish to download.</div> <div class="image-green-border">&nbsp;</div> <div class="image-green-border">[[File:8.0-RFx-ViewRound7.PNG|920px|8.0-RFx-ViewRound7.PNG]]</div> <div class="image-green-border">&nbsp;</div> <div class="image-green-border">&nbsp;</div> <div class="image-green-border">3. '''Click'''&nbsp;"Download". The selected files are downloaded in a zip file.</div> <div class="image-green-border">&nbsp;</div> <div class="image-green-border">[[File:7.12-DownloadPackage2.png|720px|7.12-DownloadPackage2.png]]</div> <div class="image-green-border">&nbsp;</div> <div class="image-green-border">[[File:7.12-DownloadPackage3.png|720px|7.12-DownloadPackage3.png]]</div> <div class="image-green-border">&nbsp;</div> <div class="image-green-border">[[File:7.12-DownloadPackage4.png|720px|7.12-DownloadPackage4.png]]</div> <div class="image-green-border">&nbsp;</div> <div class="image-green-border">&nbsp;</div> <div class="note-box">'''Note''': The selected attachments are downloaded as per the folder structure they are part of in the RFx.</div>
 &nbsp;

@@ Line 381: / Line 381: @@
 &nbsp;
 === Adding Team Members ===
@@ Line 403: / Line 404: @@
 .&nbsp;'''Click '''"Add". The User has been added successfully message is displayed.
-<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>
 === Sending the RFx Instance for Approval ===

@@ Line 64: / Line 64: @@
 <div class="image-green-border">&nbsp;</div>
 &nbsp;
 === Creating the RFx Instance ===
@@ Line 107: / Line 108: @@
 **User selected: This is the date from when the exchange rates are made applicable by the buyers. It is mandatory to select the Exchange Rate Date that is enabled after selecting User Selected as the Exchange Rate Basis. The selected date is used as the date to determine the exchange rate and all calculations of currency conversion.&nbsp;Buyers can view the exchange rate information when selecting the Exchange Rate Basis as RFx Open Date or RFx Closed Date after the RFx is approved and the round is created.
 *Evaluate Round:&nbsp;'''Select&nbsp;'''"Yes" if you want to allow evaluating the round. The default value for this option is set to "No".&nbsp;
 .&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 RFx that is selected automatically. However, multiple templates can be configured in ICI as per the business requirement.

@@ Line 1,209: / Line 1,209: @@
 &nbsp;
@@ Line 1,239: / Line 1,240: @@
 '''Downloading Bid Analysis&nbsp;'''
-'''Downloading the Bid Analysis Excel now displays the following Excel workbooks in the RFP Excel sheet. &nbsp;'''<br/> •&nbsp;&nbsp; &nbsp;Response Analysis&nbsp;<br/> •&nbsp;&nbsp; &nbsp;Bid Analysis&nbsp;<br/> •&nbsp;&nbsp; &nbsp;Currency Exchange Rates&nbsp;
+Downloading the Bid Analysis Excel now displays the following Excel workbooks in the RFP Excel sheet. &nbsp;<br/> •&nbsp;&nbsp; &nbsp;Response Analysis&nbsp;<br/> •&nbsp;&nbsp; &nbsp;Bid Analysis&nbsp;<br/> •&nbsp;&nbsp; &nbsp;Currency Exchange Rates&nbsp;
-'''[[File:Sourcing 13.png]]'''<br/> &nbsp;
+'''[[File:Sourcing 13.png|RTENOTITLE]]'''<br/> &nbsp;
 '''Downloading and Uploading Bid Analysis for round'''

@@ Line 1,209: / Line 1,209: @@
 &nbsp;
 === Bid Analysis ===
@@ Line 1,235: / Line 1,236: @@
 *The bid analysis attributes cannot be changed once RFx is in Approved status.
 *With this release, ICI supports data types such as: Choice, Date, Number, Boolean, String, Text Area, Email, Curency, Datetime, MultiSelect Choice, Percntage. &nbsp;
 '''Downloading and Uploading Bid Analysis for round'''
@@ Line 1,255: / Line 1,262: @@
 <div class="image-green-border">[[File:Bid level - error message.png|720px|Bid level - error message.png]]</div> <div class="image-green-border">&nbsp;</div> <div class="image-green-border">&nbsp;</div> <div class="image-green-border">'''To analyze bid response:'''</div>
 .&nbsp;'''Click''' the "Download Bid Analysis" button on the RFx Details page. An Excel sheet containing the bid responses is downloaded.
 <div class="image-green-border">[[File:8.0-RFx-ViewRound5.PNG|720px|8.0-RFx-ViewRound5.PNG]]</div> <div class="image-green-border">&nbsp;</div> <div class="image-green-border">2. '''Open''' the Excel sheet. You can view the all the data collected from the bid responses such as Supplier ID, Item Name, Item Description, etc.</div> <div class="image-green-border">&nbsp;</div> <div class="image-green-border">[[File:7.9 Sourcing Bid Analysis 2.png|720px|7.9 Sourcing Bid Analysis 2.png]]</div> <div class="image-green-border">&nbsp;</div>
 === Downloading Associations and Attachments&nbsp; ===

@@ Line 160: / Line 160: @@
 <div class="note-box">Note: The questions on the “Select Questionnaires And Questions” window are fetched from the Questionnaire and Question Master.&nbsp;</div>
 == [[File:Sourcing 03.png]] ==
 == Reordering Questionnaires and Questions in RFx ==
 <br/> Buyers can reorder the questionnaires and questions from the “Reorder Questionnaires and Questions” window. This helps in displaying them in a specific order for the supplier.&nbsp;<br/> To reorder the questionnaires and questions:&nbsp;<br/> 1.&nbsp;&nbsp; &nbsp;Click “Questionnaire” in the left navigation pane on RFx “Details” page and then click “Reorder” to open the “Reorder Questionnaires”.&nbsp;<br/> 2.&nbsp;&nbsp; &nbsp;Drag and drop the questionnaires or questions to reorder as per the requirement and click “Save ”.&nbsp;<br/> &nbsp;
-<div class="image-green-border">[[File:Sourcing 04.png]]</div>
+<div class="image-green-border">[[File:Sourcing 04.png|RTENOTITLE]]</div>
 == Responding to Questions as Supplier ==

@@ Line 176: / Line 176: @@
 The questions that are answered by the suppliers are displayed with a green checkbox on the “Question Response” window and the count of questions answered is updated under “Questionnaires.&nbsp;<br/> Suppliers can also respond by uploading a file in the format supported by ICI.&nbsp;<br/> &nbsp;
 <div class="image-green-border">[[File:Sourcing 08.png|RTENOTITLE]]</div> <div class="image-green-border">&nbsp;</div> <div class="image-green-border">&nbsp;</div>
 == Responding Questions as a supplier using Excel ==
@@ Line 181: / Line 182: @@
 Suppliers can respond to questions using Excel as well as from the ICI user interface.&nbsp;<br/> To respond to bids using Excel:&nbsp;<br/> 1.&nbsp;&nbsp; &nbsp;Click “Question Response” on Bid “Details” page and then click “Download Template”. The “Question Response” Excel sheet is downloaded.&nbsp;<br/> &nbsp;
-[[File:Sourcing 09.png]]
+[[File:Sourcing 09.png|RTENOTITLE]]
 &nbsp;
@@ Line 187: / Line 188: @@
 .&nbsp;&nbsp; &nbsp;Enter the response in the “Response” and select the “Response Currency” and save the Question Response Excel.&nbsp;
-[[File:Sourcing 10.png]]
+[[File:Sourcing 10.png|RTENOTITLE]]
 .&nbsp;&nbsp;&nbsp;&nbsp; '''Click '''“Upload Template” to upload the response to ICI.
-[[File:Sourcing 11.png]]
+[[File:Sourcing 11.png|RTENOTITLE]]
 The supplier response is thus submitted to the buyers.&nbsp;
@@ Line 197: / Line 198: @@
 If suppliers enter incorrect information in the “Question Response” Excel sheet, an “Error Message column displaying the actual error against the questions is displayed.&nbsp;
-image 12
+[[File:Sourcing 12.png]]
-<div class="note-box">'''Note''': Suppliers must upload files using the user interface for the file selection type questions.</div> </div>
+<div class="note-box">'''Note''': Suppliers must upload files using the user interface for the file selection type questions.</div>
 == Adding Line Items ==