For public bidding, invitations are sent to the Vendors that you have selected from the Vendors business process (a company-level BP). The Vendors BPs can be found in Company Logs > User mode > Vendors BP.
The option for public bidding is set in uDesigner: Company Workspace > Admin mode > uDesigner; Selected RFB Business Process > Open > General > Options tab: Allow public bidding (no pre-defined bidders).
Public Bids: Requestor BP - Invite form
When you select the Invite option (from the menu icon), after the BP has been opened for public bidding, the Invite overlay page opens. The following blocks are displayed on the Invite overlay page:
- General
This block has the following fields:
- Title
- Requester Name
- Phone
- Due Date
- Invitation
This block has the following toolbar options:
- Add
To add invitee.
- Send
To send password.
This block has the following columns:
- First Name
- Last Name
- Company
- User Id
- Sent Date
- Add
The Invite overlay page has the following tabs (right-hand pane):
- Attachments
Go to this tab to add additional attachments through using the Browse or Document Manager options, similar to the Private or Non-Public Bidding.
All of the attachments that have been added, from this form, are shown in the Addendums as well as the Attachments tab of the Requestor form (Request for Bid), similar to the Private or Non-Public Bidding.
In the Requestor form (Request for Bid), Attachments tab, you can see the attachments that have been added from the Invite form.
The new column, Addendums, can be seen under the Attachments tab in the BP log of the RFB records. The additional attachments, added from the Invite form and sent to bidders, are also shown under the Attachments tab in the BP log, but they will be listed as Addendums.
The requestor can make changes to the attachments. Changes made to the Attachments tab, before an invitation is sent out to the invitees, will be audited (Requests for Bid > Request for Bid tab > Audit Log tab).
- Mail
Go to this tab to send email to the vendors, when the bidding is open (Send > Mail).
The emails that have been sent to the bidders are shown in the Mail tab, similar to the Private or Non-Public Bidding.