Requestor: Request for Bid type (RFB-type) BP Upper Forms-Action Form (AF)

The Options tab for a Requestor: Request for Bid type (RFB-type) BP Upper Forms-Action Form (AF) contains the following blocks and fields:

Attachments block

Attachments

  • Add Attachments to record
  • Remove Attachment from record

Source for Record and Line Item Attachments

  • Document Manager

    This option is not available for Request for Bid (RFB) Bidder type BP upper form.

  • My Computer
  • Republish if Publish Path is different from current Location

    When the user selects Document Manager, the Republish if Publish Path is different from current Location sub-option becomes available.

    This option is not available for the Text-type BPs (since these types of BPs do not support attachments) and for Request for Bid (RFB) Bidder type BP upper form.

    • Move
    • Copy

Document Manager Attributes for Record and Line Item Attachments

  • Update attributes for already published documents

Line Items block

Left pane:

Names of the line items.

Right pane:

  • Hide current tab
  • Allow Add/Remove/Copy line items
    • Allow attachments to line items
  • Allow modifying line items only

    Note: The Proposal Management tab settings are applicable only to the Private Bids. The Proposal Management tab settings are not applicable to the Public Bids.

Proposal Management tab prior to opening the bid block

  • Manage vendors (includes adding or removing vendors)

    Enables the user to access the Proposal Management tab before the option Send bid invitations and allow bid receipt is selected. The user has access to Add and Remove which are enabled in the Proposal Management tab.

  • Do not allow modification of vendors

    This option prevents the user from making changes (add or remove) to the list of vendors on the Proposal Management tab. If you select the Manage vendors (includes adding or removing vendors) option, this option will be selected automatically.

  • Use the Master Vendor List filtered at project level

    To display the vendor list at project-level, when the user clicks the Add option on the Proposal Management tab. If you select the Manage vendors (includes adding or removing vendors) option, this option will be selected automatically.

Proposal Management tab during the bid block

  • Send bid invitation and allow bid receipt

    To display the Send bid invitation and allow bid receipt option on the Proposal Management tab.

    If you select this option, then all of the options on the Proposal Management tab will be available to the user.

    If you select this option, the Manage vendors (includes adding or removing vendors) option, and the Do not allow modification of vendors option, then the user will not see the add or the remove options on the Proposal Management tab.

  • Do not allow modification of vendors

    This option prevents the user from making changes (add or remove) to the list of vendors on the Proposal Management tab. The Send Invitation, Actions (Send Mail and Send Password), Refresh, and Find on Page options will be available.

  • Use the Master Vendor List filtered at project level

    To display the vendor list at project-level, when the user clicks the Add option on the Proposal Management tab. If you select the Manage vendors (includes adding or removing vendors) option, this option will be selected automatically.

Proposal Management tab after the bid block

  • Hide the Proposal Management tab

    To hide the Proposal Management tab, similar to the Do not allow viewing received bids (under the Bids block).

  • Add the winning bid record attachments to the requestor's record attachments

    To add all of the record attachments of the winning bid to the requestor's record attachment.

  • Add the winning bid line items attachments to the line items of the second tab

    To add all of the winning bid line items attachments to the line items of the second tab.

 

 

 

 

 

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Additional block

  • Allow linking uMail


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Last Published Friday, April 9, 2021