Request for Bid (RFB) Type Business Process Form (Private)
If you have been invited for a private bid, then you receive an RFB business process form that is not configured for public bidding. In such case, the upper form and detail form contain the following elements:
- Go to your Project/Shell, User mode.
- From the left Navigator, click Logs and open an RFB BP.
- Open a record.
The record details screen opens with the following elements:
- Send
- Save
- Menu Options
- Tabs
- General
- Line Item
- Winning Contract
- Proposal Management
The Menu Options enables to do and access the following:
- Print
To print the form (HTML, PDF, Custom)
- Reload
To reload the information presented.
- Review
To preview an attachment.
- Terminate Record
- Transfer Ownership
- Undo Accept Task
- Help
To access the BP help and User Productivity Kit
- Close
Tabs (RFB Creation Form)
On the left-hand pane, the RFB Creation Form tab contains the following field blocks:
- General
- Details
- Calculation
On the right-hand pane, the RFB Creation Form tab contains the following tabs:
- Attachments
- Comments
- Linked Records
- Linked Mail
- Workflow Progress
- Audit Log
- Reference Records
Tabs (RFB Line Item List)
On the left-hand pane, the RFB Line Item List tab contains the following toolbar options:
- Form View
- Grid View
- Add
- Actions
- Refresh
- Search
- Find on Page
On the left-hand pane, the RFB Line Item List tab contains the following columns:
- No.
- Attachments
- Linked Records
- WBS Code
- Short Description
- Line Item Last Update Date
- Item Quantity
- Item Unit Cost
- Unit of Measure
- Amount
The Total Amount is displayed at the bottom of the left pane.
On the right-hand pane, the RFB Line Item List tab contains the following tabs:
- Line Item Details
- Attachments
- Linked Records
When the RFB record is first completed, the Winning Contract tab will be visible.
On the left-hand pane, the Winning Contract tab contains the following toolbar options:
- Form View
- Grid View
- Refresh
- Search
- Find on Page
On the left-hand pane, the Winning Contract tab contains the following columns:
- No.
- Attachments
- Linked Records
- Short Description
When the bid is initiated, the Proposal Management tab will be visible.
On the left-hand pane, the Proposal Management tab contains the following toolbar options:
- Add
- Send Invitation
- Actions
- Refresh
- Find on Page
On the left-hand pane, the Proposal Management tab contains the following columns:
- Attachments
Related Topics
Audit Log in Requestor BP (Private Bid and Public Bid)
Last Published Monday, August 28, 2023