Requestor Upper Forms
The Bid Picker (Winning Bid) is available on any Requestor Upper Forms of and RFB type Business Process as a second Detail tab (Winning Bid). The "Select Winning Bid" properties window allows you to select a bid, clear bid selections, and find bids.
- You cannot select a winning bid unless the bidding process has been completed.
- After the bidding process has been completed, you can select a bid and click Select. When you select a bid as the winner, then:
- The winning bid picker displays the name of the company that has been selected (Company Name).
If the Requestor form has the second Detail tab (Winning Bid), all the lines of the winning bid form will be copied into the second Detail tab (Winning Bid). Lines are copied according to the matching DEs from the Bidder Detail form and the Bid Comparison Sheet. If additional DEs have been included in the Bid Comparison Sheet, in uDesigner, the additional DEs will be copied into the second Detail tab (Winning Bid) if the second Detail tab (Winning Bid) contains the matching DEs. The DEs in the Bidder Detail form and the DEs in the Bid Comparison must match so you can copy data.
For each copied line item, the value of the CBS Code (bitemID), or a CBS Name (bi_item) must be mapped from the corresponding line item in the standard tab Detail line item.
Example
Assume a standard tab that has 3 line items and each line item is associated with a CBS Code. When bids are requested, these 3 line items will be copied into the Bidder Detail tab so that the Bidder can bid on those 3 line items. The Bidder form (Bidder Detail tab) does not allow placing bitemID, bi_item DEs. As a result, the Bidder form line items will not display the CBS Code, or the CBS Name.
When Bidder A adds 2 more line items to the Bidder form before submitting the bid. After all bids have been submitted, the Bid Comparison Sheet column for Bidder A shows 5 line items (3 line items from the Requestor standard tab, and the 2 line items that have been added by Bidder A, manually).
If Bidder A is selected as winner, and the requestor adds more line items such as the negotiated amount, price, quantity, and so forth, then the Bid Comparison Sheet, for the winner (Bidder A) will have more information than originally included by Bidder A, when Bidder A submitted the bid.
Note: The additional line items that the requestor has added must be captured in the "Bid Comparison Sheet" by the requestor by way of adding corresponding DEs in uDesigner (uDesigner > RFB Business Process > Bid Comparison Sheet > Detail).
All line items, within the second Detail tab (Winning Bid) must be valid before an RFB record can be successfully routed to next step. If you change the value of a "Winning Bid" picker on the Requestor Upper form, the existing line items in the tab (<winning bid tab name>) will be removed and the system sends a confirmation request. If you confirm the change, the Winning Bid selector displays the new value and all the line items from the second Detail tab (Winning Bid) will be deleted.
If you use the Clear option in the winning bid selector window, the existing line items in the tab (<winning bid tab name>) will be removed and the system sends a confirmation request. If you confirm the change, the confirmation window and the winning bid selector window will close, the winning bid selector value will be cleared, and all line items from second Detail tab (Winning Bid) will be deleted, including line items add manually.
Unifier saves the following information to the database, each time you make a winning bid selection:
- Winning Bid picker value
- Winning Bid Detail tab line items
- Any DEs on Requestor Upper form which are set to auto-populate from winning bid picker
As a result, if you select a winning bid and perform an Undo Accept Task, then:
- Winning bid will stay as selected
- Winning bid tab Detail line items will persist and not revert back
- Fields that receive AP from winning bid will be persisted and will not revert back
- Other DEs will be reverted back as per existing functionality
Note: If the winning bid picker is blank, but the Winning Bid Detail tab has line items that have been manually added, then the manually added line item will be removed when you perform an Undo Accept Task.
If you close a form window without saving the form:
- Winning bid Picker, auto-populated fields, and the winning bid Detail tab line items will still be saved as records
- Other fields will not be saved (as per existing functionality)
To clear the winning bid related information, you can do one of the following:
- Clear, or reselect, the winning bid Detail tab to its previous value before performing Undo Accept Task
or
- If you performed Undo Accept Task, then click Accept Task, and reselect, or deselect the winning bid picker.
If there are more than one assignees on a step:
- When user 2 tries to select the winning bid, if user 1 has already done a selection, then user 2 will receive an alert notifying user 2 that some of the line items have already been saved to the winning bid tab (<winning bid tab name>) and the action taken by user 2 will remove all those lines and recreate lines as per new information in the DE (<label of DE
uuu_rfb_winning_bid>) selection. - New line items will be created in the winning bid Detail tab as per user 2’s response.
The special runtime behavior of the winning bid Detail tab is connected to the winning bid selector DE (uuu_rfb_winning_bid). You can select not to place the winning bid selector DE (uuu_rfb_winning_bid) on the form and still use the winning bid Detail tab by naming it something else. The winning bid Detail tab will behave like any other non-standard detail tab in such a scenario.
Also, similar to other Detail tabs in Business Processes, you have the ability to delete line items from the winning bid Detail tab if it is configured so in uDesigner.
Additional information about selecting winning bid
To keep winning bid details hidden from the bidder, if a user signs in as a "Bidder," the requestor Winning Bid Detail tab will remain hidden.
If you select a bid using the winning bid selector on RFB Upper form, the winning bid will be highlighted in the following window:
- Select Winning Bid: By way of displaying the selected bid in bold typeface.
- Show: By way of displaying the "Winning Bid" column.
- Compare: By way of displaying the selected bid in bold typeface.
Note: The DE of DD = Bid Picker will not be available for bulk editing or bulk action.
When you copy an RFB record to create a new RFB record, note that:
- Not all the line items in the winning bid Detail tab are going to be copied.
- The picker "Winner Bid" will not be copied.
- DEs will be copied, similar to the standard copy behavior for records in Unifier.