Importing Line Items to a Request for Bid

You can export a template for CSV or Excel that includes the line item detail form fields as columns for the Request for Bid business process. These fields include the detail form line item fields defined in Integration.

You can then modify the exported template and import it to create new line items for the RFB.

Note: In order to import or export line item templates, you must first accept the bid.

To export the request for bid line item template

  1. Navigate to the Request for Bid business process log.
  2. Open a bid from the log.
  3. Go to the Line Item List tab.
  4. Click Export and select one of the following options:
    • Export Line Item Template in CSV
    • Export All Line Items in CSV
    • Export Line Item Template in Microsoft Excel
    • Export All Line Items in Microsoft Excel

Depending on your browser, the file will be downloaded automatically, or you will be prompted to download the file manually.

To modify the request for bid line item template

  1. Open the exported CSV or Excel file in Microsoft Excel. The line item columns are listed.
  2. Enter the line item information into the spreadsheet. Each line must begin with a "D". For multiple tabs, you must enter appropriate tab name in the Tab Name column.
  3. Enter data into the required fields, as well as non-required fields as needed.

    Notes:

    • Data for formula-based columns is ignored.
    • Any line items with the Amount equal to zero will not be imported.
    • Ensure that you are importing the records you want to import. Any line items that you import will be added after any existing line items.
    • Use to add new lines only, not to modify existing lines
    • All data created through the CSV or Excel import is rolled up to the cost sheet
    • For data to import correctly, you might have to change some of the cells in the CSV or Excel file to Text type. For example, if you have a CBS code of 1-1, Microsoft Excel can interpret this entry as a month-day combination and reformat it to Jan-1. In this case, your data import will fail because this data is now an invalid CBS code.
    • Image picker data elements will not be shown in the CSV or Excel template.

To import the request for bid line item template

  1. Navigate to the Request for Bid business process log.
  2. Open a bid from the log.
  3. Go to the Line Item List tab.
  4. Click Export and select one of the following options:
    • Data From CSV File
    • Data From Excel File
  5. Browse to select the file to import, then click Next.
  6. Add any attachments to the import.
  7. Click Upload when finished.

    If there are any import errors, you can open the CSV or Excel file to view and correct the error. No records are imported if any rows contain an import error.

See Also

What the Vendor Does


Last Published Monday, August 28, 2023