To set up the RFB (in Administration Mode)
1 | Follow the standard procedures to import ("Importing Business Processes"), configure ("Configuring Business Processes"), and set up (see "Setting up Business Processes") the RFB. |
2 | Define a link for the bidders to use to submit bids: |
a | Go to the Company Workspace tab and switch to Admin mode. |
b | In the left Navigator, click your company name. The company landing page opens. |
c | Click the Open button. The Edit Company properties window opens. |
d | Click the General tab. |
e | In the Bid Access URL field, finish the URL address (usually with the name of your company). |
This is the link that will appear on the bid invitation you send to the bidder. The bidder will use this link to log into Primavera Unifier and submit a bid.
f | In the Bid Management Account field, enter the account name of the user who will be managing the bids that your company receives. |
This is the account that contains the bidder’s preferences you created using the instructions under "Set Up a Bid Management Account in Primavera Unifier".
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