Auto-create Contract

When an additional Detail tab (for the Requestor section of all RFB type Business Process forms) is available, you can use the second Detail tab (non-standard tab) to record the lines of the winning bid, as the user copies the data from the Bid Comparison Sheet.

In general, the Bid Comparison Sheet, for a preferred bidder, contains more information than the information submitted by the bidder.

The second Detail tab is similar to that of any other non-standard Detail tab on any other Cost-type BP which allows multiple tabs.

To be able to use this feature, the following conditions must exist:

Once these conditions are met, then you can select the winning bid.

The Result window displays all of the completed biddings. You can select one bid as the winning bid and after selecting that bid the system copies all the lines of the winning bid onto the Winning Bid tab.

The system copies the lines base on the matching data elements available on the:

The destination record is created by auto-creation and selecting a Winning Bid is not a must for successful auto-creation.

The BP Creator is available after all the mapping to the second Detail tab (Winning Bid) is complete. If the BP Creator is configured to auto-create a CBS Cost type Business Process, but the source Bidder Detail form did not contain a CBS picker (bitemid), the auto-creation will fail. To correct this error, you must correct the data (for example, selecting the CBS code before routing it to the next step), manually.

Note: The value of bitemid cannot be copied over when a record is auto-created from a Summary Base Commit to a non-Summary Base Commit.



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Last Published Monday, April 11, 2022