PeopleSoft Services Procurement 9.1 PeopleBook

Submitting and Managing Bids

This chapter provides an overview of the requisition and work order bidding process for suppliers and discusses how to:

View and maintain services work orders.
View sourced requisition and work order information.
Submit bids.
Maintain bids and bid responses.
Manage service providers.

Understanding the Requisition and Work Order Bidding Process

In PeopleSoft Services Procurement, the requisition and work order bidding process enables suppliers to collaborate and communicate with service coordinators to match qualified bids successfully with open service requisitions, work orders, and multi-resource requisitions and work orders.

Requisitions and work orders can be resource-based, deliverables-based, or multi-resource. If a requisition is resource-based, the supplier submits a candidate to fill the requisition. If the requisition is deliverables-based, the supplier submits a proposal for filling the requisition.

When requisitions are for multi-resource services, suppliers can submit proposals to fill the service and then subsequently submit individual service providers to fill multiple individual services. After the requisition is filled, service providers can report time against individual work orders associated to the overall parent work order.

PeopleSoft Services Procurement enables suppliers to:

Review sourced requisitions and work orders.
Submit and maintain bids for resources, deliverable, or multi resource services.
Withdraw a bid before service coordinators and requesters respond to the bid.
Review incoming, draft, and outgoing bid information.
View bid history.
View interview schedules.
Manage service providers.

Here is the basic task flow of the requisition and work order bidding process for suppliers:

Use the Submit Bids component to review requisitions and work orders that have been sourced to the supplier for consideration.

Using the component, you can access the Requisition Sourcing Review and Work Order Sourcing Review pages to view bids.
Use the Submit Bid and Multi Resource Submit Bid pages to submit bids that meet requisition and work order requirements.
As the supplier, you submit a bid to the service coordinator for review and after receiving a response, you use the Maintain Bids page to view the bid response from the service coordinator.
Use the Supplier Bid Response page to respond to service coordinators about requisitions and work orders.

Note. Negotiation between the supplier and service coordinator is typically an ongoing process. After the service coordinator selects the action Fill Bid, a break in communication occurs. This action officially ends the bid process between the service coordinator and the supplier.
Access the Service Provider Roster page to manage service provider information.

See Also

PeopleSoft Services Procurement Preface

Prerequisites

A requisition or work order must be sourced to the supplier before a bid can be submitted.

Viewing and Maintaining Services Work Orders

This section discusses how to:

View services work orders
Maintain multi-resource work orders.
Track work order resources.

Pages Used to View and Maintain Services Work Orders

Page Name	Definition Name	Navigation	Usage
View Services Work Orders	SPF_WO_SUP_ROSTER	Services Procurement, View Services Work Orders	View service work orders.
Track Resources	SPF_WO_TRK_RSRC	Click the Work Order ID link on the Multi Resource Work Orders page.	Track resources.

Viewing Services Work Orders

Access the View Services Work Orders page (Services Procurement, View Services Work Orders).

Suppliers use this page to search for work orders that have been filled by them. The system provides a listing of work orders after you define search criteria and click the Search button.

Work Order ID	Click to view details and cost information about the selected work order.
Service Provider	Displays the service provider who is going to provide the service.
Start Date	Displays when the service is scheduled to start.
Service Method	Displays the method used to create the work order. Methods include: Deliverable: Services that are generally performed by an entire work force, such as a work order for an entire project, not just the hours worked by a single service provider. Resource: Work order services for an individual service provider.
Work Order Type	Indicates the type of work order. Values include Original, Extension, Replaced, and Reassigned.
Work Order Status and Work Order Name	Displays the life-cycle stage for the work order. For example, Open, Submitted, and Closed are stages. The name assigned to the work order also appears.

Additional Information

Select the Additional Information tab to access more details about the work order. These details include whether the work order is a subline, it's creation date, and the purchase order status if applicable.

Tracking Work Order Resources

Access the Track Resources page (click the Track Resources button on the View Services Work Orders page).

Supplier users use this page to view, reassign, remove, or add service providers for the selected work order.

Person ID	Displays a list of service providers for the work order that you selected. You can add more service providers or edit the providers already listed.
First Name and Last Name	Identify the name of the service provider.
Start Date and End Date	Displays the scheduled start and end dates for the service provider to perform the work order services. You can change the dates as needed. The dates must be within the date range of the work order. For example, you cannot select an end date that is later than the work order end date.
Premise Location	Select to specify that the service provider provides the service at the vendor location.
	Click to enter or update comments about the service provider using a modal window. The system saves the comments when you click the OK button at the bottom of the Comments page. You can scroll up and down the page to view and enter comments and access the OK button.
	Click the View Expanded button to view and update comments entered for the service provider. After you view or update the comments, click the OK button to return to this page.
	Click the Delete button to remove the corresponding service provider from the work order. The deletion is immediate.
Add Service Providers	Click to add or maintain service provider information. See Managing Service Providers.

Viewing Sourced Requisition and Work Order Information

This section provides a list of common elements and discusses how to:

Review sourced requisitions for suppliers.
Review sourced work orders for suppliers.

Common Elements Used in This Section

Assign Status	Select a value on which to search for requisitions or work orders. Values include: Assigned: Select to search for requisitions or work orders that have been assigned to a service provider. Unassigned: Select to search for requisitions or work orders that are not assigned to a service provider.
Available Positions	The number of positions not yet filled for a requisition line or work order.
Filled Position	The number of people already selected from this supplier to fill positions for the service. Note. This field is incremented each time a position is filled through bid management. The value is decremented each time a related requisition or work order is canceled, with the exception of child work orders for a multi resource service.
Last Worked on by	Select a person ID on which to base a search for requisitions or work orders that were last worked on by that person.
Line Number	Displays the requisition line number. The system uses the line number to identify specific service requirements in a requisition. This field is available for requisitions and for work orders when they have had requisitions assigned to them.
Maximum Submittal Limit	Displays the number of times that a supplier can submit a candidate for a position for the requisition line or a work order sequence. For example, if the requisition line has 5 positions and the maximum submittal limit is set to 3, the supplier can submit up to 15 candidates.
Number of Positions	Enter the number of available positions needed to fill the requisition or work order service request.
Number of Times Submitted	Displays the number of times that this service provider has been submitted
Project Role	Select a project role on which to base a search for requisitions or work orders. Project roles determine the type of activities that a user can perform.
Requisition ID	Select a specific requisition on which to base the search when you are using the Requisition Sourcing Review page to search for requisitions. If you are using the Work Order Sourcing Review page to search for work orders, you can also select a requisition ID on which to search. The system returns the requisition as long as it's associated with a work order.
Requisition Status	Select a status on which to base the search for requisitions. The system returns only those requisitions that are in the status you select. Values include: Closed: Select to view only requisitions that have been closed and are no longer available for bidding. Filled: Select to view only requisitions that have already been filled. Pending: Select to view only requisitions that are pending. Sourced: Select to view only requisitions that have already been sourced to the supplier. These requisitions are available for bidding.
Service Coordinator	Select a service coordinator on which to base the search for requisitions or work orders. The list of values contains those service coordinators who have sourced requisitions or work orders to the service provider contact.
Service Method	Select a service method on which to search for requisitions or work orders. Methods include: Deliverable: Services that are generally performed by an entire work force, such as a work order for an entire project, not just the hours worked by a single service provider. Multi Resource: Requisition and work order services that support multiple, unique services and service providers. Resource: Requisition and work order services of an individual service provider.
Source Date From and Through Source Date	Select a range of dates to include in the requisition or work order search. The source date is when the service was sourced to the service provider contact.
Work Order ID	Select a specific work order on which to base a search for work orders. You can also limit the search to specific requisitions associated to the work order.

Pages Used to View Sourced Requisition and Work Order Information

Page Name	Definition Name	Navigation	Usage
Requisition Sourcing Review	SPF_SOUR_REVIEW_SP	Services Procurement, Submit Bids	Review requisitions sourced to the supplier.
Work Order Sourcing Review	SPF_SOUR_RVW_WO_SP	Select the Work Order Sourcing Review tab on the Requisition Sourcing Review page.	Review work orders sourced to the supplier.

Reviewing Sourced Requisitions for Suppliers

Access the Requisition Sourcing Review page (Services Procurement, Submit Bids).

Use the Search Criteria group box at the top of the page to enter specific search criteria for requisitions that have been sourced to the supplier. You can search by business unit, requisition ID, service coordinator, as well as various other search criteria. After you enter the specific search criteria, click the Search button to view the results.

Note. This page displays only the main top-line (parent) requisition line if you are viewing a multi-resource requisition. Information about the related child requisition lines is available on the bid page when you click the Submit Bid button.

Use the Sourcing Review section in the bottom portion of the page to view requisitions that were sourced to suppliers. Select the Additional Information tab to review more details about the requisition. These details include the number of positions, positions available, and those filled. The details also include the number of times that a bid has been submitted against the requisition and the maximum number of bids allowed for the requisition.

Click the Submit Bid button to access the Submit Bid page, where you can complete candidate information and submit the bid to the service coordinator for consideration.

Click the View History button to access the Sourcing History page, where you can review the sourcing history of the requisition.

Click to access the Comments page, where you can review comments associated with the requisition.

Note. Comments are visible only if the requester has selected the option to send the comments to the vendor.

Additional Information

Select the Additional Information tab to view more details about the service provider and requisition. This information includes the number of total positions, available positions, and filled positions.

Reviewing Sourced Work Orders for Suppliers

Access the Work Order Sourcing Review page (Services Procurement, Submit Bids; select the Work Order Sourcing Review tab on the Requisition Sourcing Review page).

Use the Search Criteria group box at the top of the page to enter specific search criteria. You can search by business unit, work order ID, requisition ID, or service coordinator, as well as various other search criteria. After you enter specific search criteria, click the Search button to view the results.

Use the Sourcing Review section in the bottom portion of the page to view work orders that have been sourced to suppliers by service coordinators. Select the Additional Information tab to review more details about the work order. These details include the number of positions, positions available, and those filled. The details also include the number of times that a bid has been submitted against the work order and the maximum number of bids allowed for the work order.

Click the Submit Another Bid button to access the Multi Resource Submit Bid page. Using that page, you can complete candidate information for multi-resource work orders and submit the bid.

Click to access the Work Order Sourcing History page, where you can review the sourcing history of the work order.

See Viewing Work Order Service Sourcing History.

Click to access the Comments page, where you can review comments associated with the requisition.

Note. Comments are visible only if the requester has selected the option to send the comments to the vendor.

Additional Information

Select the Additional Information tab to view more details about the service provider and work order. This information includes the number of total positions, available positions, and filled positions.

Submitting Bids

This section lists common elements and discusses how to:

Submit bids.
View individual services for multi-resource work orders.
Submit bids for multi-resource child services.
Create candidate profiles.
Add attachments to bids.
View requisition sourcing history.
View work order service sourcing history.

Common Elements Used in This Section

Action	Displays the Submit action by default. Additional actions are available only after you submit a candidate. Actions include retracting a bid while it's in a service coordinator or requester's queue.
Add Attachment	Click to attach a file related to the candidate, requisition, or work order. For example, you can attach Microsoft Word and Excel documents. Note. You must select an existing candidate or create a new candidate profile before you can add an attachment. See Adding Attachments to Bids.
Attach Resume	Click to attach a resume for the candidate. Note. You must select an existing candidate or create a new candidate profile before attaching a resume.
Create Candidate	Click to access the New Candidate page, where you can create a new candidate profile. Note. This button is active only after the supplier selects the Submit New Candidate option. See Create Candidate Profiles.
Fixed Cost	Displays the fixed overhead rate.
Location	Displays the vendor location for this service provider. A link for the location also appears. Click the link to view the location's address.
Pay Rate	Enter the base rate for the service provider.
Save as Draft	Click to save the bid as a draft. The system saves information that you entered for candidate and bid. When you access the bid again using the Maintain Bid page, the folder type appears as a draft.
Service Provider	Select an available service provider to submit as a candidate.
Submit Existing Candidate	Select to submit a candidate who already has a candidate profile. Note. When you select this option, the Service Provider field becomes available.
Submit New Candidate	Select to submit a new candidate. See Create Candidate Profiles.
Supplier Rate	Displays the rate charged by the supplier.
Third Party Markup	Enter the third-party markup rate, if any.
Third Party Vendor	Enter the third-party vendor name. This value appears if you entered a third-party markup.
Vendor Markup	Displays the markup rate for the vendor. You can define the limits on vendor markups by amounts or percentages for particular service types.

Pages Used to Submit Bids

Page Name	Definition Name	Navigation	Usage
Submit Bid	SPF_SUBMITAL_PAGE	Service Procurement, Submit Bids Click the Submit Bid button on the Sourcing Review page.	Submit bids.
Multi Resource Submit Bid	SPF_SOURCE_SLT_MWO	Services Procurement, Submit Bids Select the Work Order Sourcing Review tab on the Requisition Sourcing Review page and then click the Submit Bid button on the Work Order Sourcing Review page.	View individual services for multi-resource work orders. Note. This page displays individual services associated with a parent work order. Click the Submit Another Bid button to continue to the Submit Bid page.
New Candidate	SPF_CANDIDATE_SEC	Click the Create Candidate button on the Submit Bid page.	To submit a candidate who is not yet profiled in the system, create a new candidate profile.
Resume Attachments	SPF_RESUME_ATTACH	Click the Attach Resume link on the Submit Bid page.	Attach the candidate's resume to the bid. Note. The process for uploading a candidate's resume is similar to that of uploading a bid attachment.
Bid Attachments	SPF_BID_ATTACH	Click the Add Attachment link on the Submit Bid page. Select the Work Order Sourcing Review tab on the Requisition Sourcing Review page. Click the Submit Bid button on the Work Order Sourcing Review page. Click the Add Attachment link on the Submit Bid page.	Add attachments to bids.
Sourcing History	SPF_SOURCE_HISTORY	Click the View History button on the Requisition Sourcing Review page.	View requisition sourcing history.
Work Order Service Sourcing History	SPF_SOURCE_HIS_WO	Click the View History button on the Work Order Sourcing Review page.	View work order service sourcing history.
Comments	PV_SP_REQ_COMMENTS	Click the Comments button on the Requisition Sourcing Review page.	View comments associated with the requisition. Note. Comments are visible only if the requester has selected the Send to Vendor option when creating the comments.

Submitting Bids

Access the Submit Bid page (Services Procurement, Submit Bids and click the Submit Bid button on the Sourcing Review page).

Use this page to submit a bid in response to a sourced service. After you submit the bid, you can use the Maintain Bids component to communicate with service coordinators concerning the bid.

This page displays the parent service when you are submitting a bid for a multi-resource service. The page also displays all the child services defined. You cannot submit a bid for the child services until the parent service is filled. You have to complete all the bid factors and enter a monetary amount before submitting a bid.

Note. A service provider/coordinator cannot submit himself as a candidate (service provider) on the Submit Bid page for a requisition that he sourced.

Enter Bid Information

The supplier must answer each bid factor question at the bottom of the submit bid page before submitting a candidate. Bid factor weightings affect the final score of the candidate.

After suppliers submit the first candidate, they can submit additional candidates for the requisition until they reach the maximum number of submittals.

If the system is set to use the rate breakdown feature, the supplier can enter the pay rate, fixed cost, markup, and third-party markup. The sum of the rates is the bid rate.

Rate Details

You define the pay type field labels on the Services Procurement Pay Types page. Pay type fields appear only if they are enabled on the PeopleSoft Services Procurement business unit.

See Also

Understanding Bid Factors

Viewing Individual Services for Multi-Resource Work Orders

Access the Multi Resource Submit Bid page (Services Procurement, Submit Bids; select the Work Order Sourcing Review tab on the Requisition Sourcing Review page and then click the Submit Bid button for a multi-resource service on the Work Order Sourcing Review page).

You use this page to view individual services associated with a parent service. If the parent work order was created from a requisition, the page displays the requisition information. The individual work order services available for sourcing are shown in the grid.

The top portion of the page provides work order and requisition information, work order amounts, and information.

Work Order Services

This grid box provides details about the individual services that make up the parent work order.

Seq Nbr (sequence number)	Displays the work order sequence number. The system uses this number to track an individual service.
Service Type	Displays the type of service. Examples of a service type are manufacturing and information technology.
Service	Displays the role that a service provider performs such as a software engineer.
Start Date and End Date	Displays the date range for the corresponding service.
	Click the Submit Another Bid button to access the Submit Bid page. You use this page to submit a bid for an individual service on a work order.

Additional Details

Select this tab to view the positions available and filled for each service.

Submitting Bids for Multi-Resource Work Orders

Access the Multi Resource Submit Bid page (Services Procurement, Submit Bids, select the Work Order Sourcing Review tab on the Requisition Sourcing Review page, and then click the Submit Another Bid button on the Work Order Sourcing Review page).

Use this page to submit a bid in response to a sourced work order. After you submit the bid, you can use the Maintain Bids component to communicate with service coordinators concerning the bid.

When working with multi-resource services work orders, you use the parent work order for totals, but use individual services within the parent work order on which to submit bids for services.

You can also add attachments to send with the bid submittal. Click the Bid Attachments link to access the File Attachments page where you can locate and upload an attachment.

Click the Submit button to submit the bid to the services coordinator. Click the Save as Draft button to save your updates to the bid submission. You can access the bid later to complete and submit it. After you save the bid as a draft, it appears as Draft folder type.

Requisition Requirements

Use this group box to view basic requisition details, requisition rates, service information, and candidate requirements and requisition competencies.

Enter Bid Responses

Use this group box to enter bid information about the service provider candidate. You use the Bid Response group box to answer questions about the candidate and the bid.

You must answer each bid factor question at the bottom of the submit bid page before submitting a candidate. Bid factor weightings affect the final score of the candidate. After suppliers submit the first candidate, they can submit additional candidates for the requisition until they reach the maximum number of submittals.

If the system is set to use the rate breakdown feature, the supplier can enter the pay rate, fixed cost, markup, and third-party markup. The sum of the rates is the bid rate.

See Also

Submitting Bids

Create Candidate Profiles

Access the New Candidate page (click the Create Candidate button on the Submit Bid page).

Work Status

Identify the work status for the new candidate. For example, green card holder and citizen.

Years Experience

Identify the number of years of experience for the new candidate.

Travel

Select if the candidate is willing to travel.

Telecommute

Select if the candidate is willing to telecommute.

Role

Identify the main role of the new candidate.

Competency

Identify the main skills associated with the new candidate.

Note. If a candidate is chosen to fill the requisition, the system administrator must add that person as a service provider on the User Profile Setup page. Then, the candidate has a user name and password and can log in to the system to enter time and expenses.

Service Provider Eligibility

Use this grid box to manage service provider details. When a service provider contact submits a new candidate, the contact can optionally enter candidate information related to the candidate's eligibility to fill requisitions or work orders.

See Also

Maintaining Users and Team Setup

Adding Attachments to Bids

Access the Sourcing History page (click the Add Attachments link on the either the work order or requisition Submit Bid page).

Use this page to upload an attachment related to submitting a candidate as a service provider for a requisition or work order. Before you can access the page, you must select a candidate. To add an attachment using the Bid Attachments page:

Click the Upload button.

The File Attachments window appears.
Click the Browse button to locate the file that you want to attach to the bid.
After accessing the file, click the Upload button on the File Attachments window.

The system adds the file to the Bid Attachments page. You can add a description for the file or click the View button to view the file.
Click the OK button to save the uploaded attachment in the system.

To add another attachment, click the + button.

Viewing Requisition Sourcing History

Access the Sourcing History page (click the View History button on the Requisition Sourcing Review page).

Use this page to view the requisition sourcing history. The page displays the requisition ID and line number that was sourced to the supplier and the service coordinator who sourced the requisition.

Requisition Status

Displays the status of the requisition. You can search requisitions based on their status by using search criteria on the Requisition Sourcing Review page. Values include:

Closed

Filled

Pending

Sourced

Requisition Type

Displays whether the requisition is an extended requisition or an original requisition.

The Sourcing History grid box provides information about the service coordinator who submitted the requisition to the supplier, the service provider contact, notification method, such as email, worklist, or both, and when the requisition was sourced to the supplier.

Viewing Work Order Service Sourcing History

Access the Sourcing History page (click the View History button on the Work Order Sourcing Review page).

Use this page to view work order sourcing history. For multi-resource services, the page displays the parent work order and requisition line. The page also displays work order amount details for the parent work order, along with information such as the service type and method, utilization, and scope of work.

Work Order	Click to access the Details page for the work order. You can use that page to view the child services that make up the parent work order service.
Requisition ID and Line Number	Displays the requisition on which the service order is based
Requester	Displays who submitted the requisition on which the work order is based.

Also, the page displays who submitted the work order, the service provider contact to whom it was submitted, the date on which it was submitted, and the notification method. Click the Work Order Sourcing Review link to go to the Work Order Sourcing Review page, where you can select the history for another work order.

Maintaining Bids and Bid Responses

This section discusses how to:

View bid information.
Maintain bid responses.

Pages Used to Maintain Bids and Bid Responses

Page Name	Definition Name	Navigation	Usage
Maintain Bids	SPF_SPC_BID_COM	Services Procurement, Maintain Bids	View bid information.
Supplier Bid Response	SPF_SUP_BIDRSP1	Click the Create Bid button on the Maintain Bids page.	Maintain bid responses.
Communication History	SPF_BID_HISTORY	Fulfill Service Requisitions, Bid History Click the Bid History button on the Maintain Bids page.	View bid history.
Interview Schedule	SPF_INTERVIEW_SCHD	Click the Interview Schedule button on the Maintain Bids page.	Maintain interview schedules.
Resume Attachments	SPF_RESUME_ATTACH	Click the Attach Resume button on the Supplier Bid Response page.	Attach resumes to bid responses.
Location Address	SPF_ADDRESS_LOC	Click the Vendor Location Address link on the Supplier Bid Response page.	View the vendor location address.

Viewing Bid Information

Access the Maintain Bids page (Services Procurement, Maintain Bids).

Use this page to search for and access work orders and requisitions associated with bids. The page enables you to access bid features, monitor the bidding process, and communicate with service coordinators. Supplier users use the page to respond to incoming bids and view bids that have been submitted. You can limit search results using search criteria, such as for a requisition or work order, business unit, service provider contact, or candidate.

You can also select a value in the Folder Type field to indicate the type of bid for which you want to search. Field values include:

All: Select to view all types of bids.
Draft: Select to view only draft bids. These are bids that have been saved as drafts on the Supplier Bid Response page.
Incoming: Select to view only bid responses that are coming from service coordinators.
Outgoing: Select to view only outgoing bid responses that have been sent to service coordinators.

Click the Search button to initiate the search. The system displays the search results.

If you are working with a multi-resource work order, this page displays the information that a service provider contact would normally see on the sourcing review pages for the parent service. The service provider contact can see all the services information on this page for a multi-resource work order, such as the number of times the bid was submitted, the maximum submittal limit, and number positions. Service provider contacts can only submit candidates for the sourced services.

Note. When the system compares a service method, it verifies that the comparison is valid for multi-resource requisition sourcing and work order service sourcing.

Bid Type	Displays whether the bid is based on a requisition or a work order.
Requisition ID/ Work Order ID	Displays either the requisition or work order identifier.
Line Nbr/ Seq Nbr (line number/sequence number)	Displays either the line number for a requisition or the sequence number for a work order. The system uses these numbers to track elements of a requisition or work order.
Candidate Name	Displays the name of the person who has been identified as the service provider for the work order or requisition.
Folder Type	Displays whether this requisition line or work order sequence is coming from a service coordinator or going to a service coordinator. Draft requisitions or work orders are those that have been updated and saved, but not submitted back to the service coordinator.
	Click the Create Bid button to access the Supplier Bid Response page, where you can enter a bid for the selected requisition or work order service.
	Click the Submittal History button to access the Communication History page, where you can view the bids for the selected work order or requisition.
	Click the Interview Schedule button to access the Interview Schedule page. Note. The Interview Schedule button appears only on the Maintain Bids page if the service coordinator has scheduled an interview for the bid.
	Click the End Communication button to generate a bid response that ends the communication regarding a particular bid. After communication has ended, a bid can no longer be considered for a requisition or work order.
	Click to access the Supplier Bid Response page. If the requisition or work order has not been filled, you can still edit the bid response. You can also withdraw a bid before the service coordinator or requester responds using the page. To withdraw a bid, select the Retract Bid value in the Action field on the Supplier Bid Response page. When you withdraw a bid before the service coordinator responds to it, the system issues a warning message to confirm that you want to retract the bid submission and then sends an email to inform the service coordinator or service coordinator team. The system also sends an email to the requester if a service coordinator has forwarded the bid to the requester. The withdrawn bid is removed from worklist entries and is not available in the service coordinator's or requester's inbox. Note. If the service provider contact edits bids or withdraws bids that have been submitted, the system sends a notification to the service coordinator and the requester if the service coordinator has already forwarded the bid on to the requester for review.
Last Action	Displays the last action performed on the incoming, outgoing, or draft bid. For example, if the service coordinator has responded to fill a bid, the value of the last action performed would be Fill Bid. Other values can include Submit, Decline, Reply, and Accept Offer.
Supplier Rate	Displays the value contained for the supplier's bid rate. This value is the total amount for all service provider costs, including the pay rate, expenses, and markups.
Bid Line Amount	Displays the total amount for the requisition line.
Currency Code	Displays the currency for the supplier rate and bid amount.

Details

Select this tab to view more information about the bid.

Date Time	Displays the rate of pay established for the bid for the requisition or work order.
Sent From	Displays the service coordinator who sent the last communication concerning the work order or requisition.

Maintaining Bid Responses

Access the Supplier Bid Response page (click the Create Bid button on the Maintain Bids page).

Use this page to respond to service coordinators about bids. The page contents depend on whether you access a requisition bid or work order bid, and the status of the bid. Page contents can include previous and current bid information, candidate skills, bid factors, and rate details. Also, depending on the status, you can update various details about the bid and submit it using another action.

Note. A service provider/coordinator cannot act on a bid on the Supplier Bid Response page if she submitted the bid or if she is the service provider on the bid.

Note. This page is similar to the Submit Bid page. For more information about fields on the Supplier Bid Response page, see the Submitting Bids section.

See Submitting Bids.

Previous Bid Information

This section includes previous bid information and provides links that you can use if you are updating the bid.

Supplier Location

Displays the supplier location.

Action

Displays the bid response to the service coordinator for the previous bid. Values are based on the current status and include Accept Offer, Withdraw, Reply, Decline Offer, and End Communication.

You can use the Withdraw value to withdraw a submittal after it's already in the service coordinator's or requester's queue.

Comments

Displays all comments for the previous bid.

Rate Details

Rate details appear for the previous bid and the current bid. You can update the rates for the current bid.

Proposal Amount	View or edit the total proposal amount for the entire deliverable or multi-resource service. Note. Rates and quantities entered in any bid factor responses do not need to total up to the proposal rate.
Rate	View or edit the rate.
Amount in Requisition Currency	Displays the amount currency.
Comments	Enter comments concerning the bid.

Current Bid Response

Use this section to update a bid response by selecting an action. Based on the status of the bid, the system provides the appropriate actions.

Managing Service Providers

This section discusses how to:

Manage service providers.
Maintain service provider information.

Pages Used to Manage Service Providers

Page Name	Definition Name	Navigation	Usage
Service Provider Roster	SPB_PROV_ROST_PG	Services Procurement, Manage Service Providers	Manage service providers that includes reviewing and updating service provider information.
Maintain Service Provider	SPB_PERS_PROV_PAGE	Click the Add Service Providers link on the Service Provider Roster page.	Maintain service provider information.
Manage Time/Expense Sheets	SPA_MANAGE_TE	Click the Timesheet History button on the Service Provider Roster page.	View timesheet history.

Managing Service Providers

Access the Service Provider Roster page (Services Procurement, Manage Service Providers).

After completing the search criteria, click the Search button to populate the Service Provider Roster grid box.

Provider Contact	Select a provider contact whom you want to include in the search results. If you leave the field blank, the system displays information for all service provider contacts in the organization.
Account Status	Select an account status on which to base the search. Statuses include: Active: Select to include only active service providers. InActive: Select to include only inactive service providers. Pending Registration:Select to include only those service providers who are pending activation. New service providers added by the service provider contact during bid submittal using the New Candidate page are initially created with this status.
Service Provider	Select the service provider for whom you want to search.
Add Service Providers	Click to access the Maintain Service Provider page, where you can add service providers.
Person ID	Click to access the Maintain Service Provider page, where you can review and update service provider information.
	Click the Timesheet History button to access the Manage Time/Expense Sheets page, where you can view the history for a service provider timesheet.

Maintaining Service Provider Information

Access the Maintain Service Provider page (click the Add Service Providers link on the Service Provider Roster page).

This page displays service provider information.

Person Type	Displays the type of role that the person performs. Values include: Service Provider: This is the standard person type for a service provider and is the status automatically assigned by the system when the provider is created. Service Provider/Coordinator: Only those service providers who have also been given a service coordinator role will have this person type.
Person Status	Select a value to indicate the status of the service provider. Values are Active, Inactive, and Pending Registration.
Job Title	Enter the classification of the position. The value appears by default from the service attributes, if it has been defined.
Personnel Status	Displays the service provider's nonemployee status.
Employee ID	Enter the identifier for the employee.
Country	Select a country code. The Service Provider Identification grid contains additional information that you use to identify a service provider. When you select a country code, the identifiers specific for that country will be available for selection, along with any applicable noncountry-specific identifiers. For example, a Social Security number (SSN) would be applicable only for the United States. You use service provider identifier information for eligibility validation when eligibility tracking is enabled for a business unit.
Identifier (ID)	Select a type of information to use to uniquely identify a person. This information, such as a driver's license or passport, can be used to verify the service provider during the bidding process and work order creation.
Value	Enter a value for the identifier. For example, if you selected to use a phone number as an identifier, then you would enter the number in this field.
Service Provide Information	Click to access the Service Provider Information page, where you can view and update additional provider information details.
Phone and Email Details	Click to access the Phone and Email Details page, where you can view and update contact information for the service provider.

Work Status	Identify the work status for the new candidate. For example, green card holder and citizen.
Years Experience	Identify the number of years of experience for the new candidate.
Travel	Select if the candidate is willing to travel.
Telecommute	Select if the candidate is willing to telecommute.
Role	Identify the main role of the new candidate.
Competency	Identify the main skills associated with the new candidate.