Request For Bid (RFB) business processes have special linked uMail functionality. For RFB business processes, the creator of the RFB form will be allowed to correspond with internal users or with RFB bidders.
To send a uMail message from an RFB form
| 1 | Open the RFB BP form and click the Linked Mail link in the lower-right corner of the form. The Linked Mail window opens. |
| 2 | Click New and select one of the following: |
| • | To Internal: The Message window opens. The selection list for To, Cc, and Bcc includes your Primavera Unifier project or shell team, as in other uMail messages. |
| • | To Bidder: The Message window opens. The selection list for To, Cc, and Bcc is generated from the list of invited bidders (selected from the Master Vendor BP and invited to submit a bid during the creation of the RFB record). |
Note: You will not be able to save a draft copy of the uMail from this selection.
Bidders will be allowed to view and access uMails once they are logged into Primavera Unifier using a special login.
Bidders can also create and add uMail messages from the RFB form. The To field is auto-populated with the requestor name. The Cc and Bcc buttons are not available; however, bidders can fill in external Cc and Bcc fields with external e-mail addresses. When bidders reply or forward uMail messages, these will be linked with the record.
Bidders will not be able to create any new uMails after the bid due date.
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