Proposal Management (Private Bids)
The Proposal Management tab settings are applicable only to the Private Bids. The Proposal Management tab settings are not applicable to the Public Bids.
Proposal Management prior to bid opening block
Manage vendors (includes adding or removing vendors)
Enables the user to access the Proposal Management tab before the option Send bid invitations and allow bid receipt is selected. The user has access to Add and Remove which are enabled in the Proposal Management tab.
Do not allow modification of vendors
This option prevents the user from making changes (add or remove) to the list of vendors on the Proposal Management tab. If you select the Manage vendors (includes adding or removing vendors) option, this option will be selected automatically.
Use the Master Vendor List filtered at project level
To display the vendor list at project level, when the user clicks the Add option on the Proposal Management tab. If you select the Manage vendors (includes adding or removing vendors) option, this option will be selected automatically.
Proposal Management during bidding block
Send bid invitations and allow bid receipt
To display the Send bid invitation and allow bid receipt option on the Proposal Management tab.
If you select this option, all the options on the Proposal Management tab will be available to the user.
If you select this option, the Manage vendors (includes adding or removing vendors) option, and the Do not allow modification of vendors option, then the user will not see the add or the remove options on the Proposal Management tab.
Do not allow modification of vendors
This option prevents the user from making changes (add or remove) to the list of vendors on the Proposal Management tab. The Send Invitation, Actions (Send Mail), Refresh, and Find on Page options will be available.
Use the Master Vendor List filtered at project level
To display the vendor list at project level, when the user clicks the Add option on the Proposal Management tab. If you select the Manage vendors (includes adding or removing vendors) option, this option will be selected automatically.
Proposal Management after bid closure block
Hide the Proposal Management tab
To hide the Proposal Management tab, similar to the Do not allow viewing received bids (under the Bids block).
Add all Record Attachments of the winning bid to Requestor's Record Attachments
To add all the record attachments of the winning bid to the requestor's record attachment.
Add only Line items Attachments from the winning bid to the Line Items of Winning Contract
To add all the winning bid line items attachments to the line items of the second tab.
Additional block
Allow linking uMail
Last Published Monday, June 3, 2024