Revision as of 11:19, 15 February 2021

ICI Proposal Management App

Purpose of the Document

Prerequisites

ICI Proposal Management Application

Overview

The Terminology

The Challenge

The Opportunity

The Solution Framework

The Users

The Proposal Management Process

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. 
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

Creating Sell Side RFx

Accessing Sell Side RFx

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

Editing Sell Side RFx

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

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

Sending Sell Side RFx for Approval

Approving Sell Side RFx

Rejecting Sell Side RFx

Expiring of Sell Side RFx

Making a Bid Decision

Creating RFx Qualification

Accessing RFx Qualification

Sending RFx Qualification for approval

Approving RFx Qualification

Rejecting RFX Qualification

Deleting RFx Qualification

Working with Bid Proposal

Creating the Bid Proposal

Accessing Bid proposal

Managing Bid Proposal using Commitments

Sending bid proposal for approval

Reviewing bid proposal

Approving Bid Proposal

Rejecting Bid proposal

Executing bid proposal

Capturing Bid Outcome

Expiring of Bid Proposal

Adding Amendments to Bid Proposal

Related Topics: Agreement Management | Icertis Business Apps | Biz Apps Release Notes