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Public Bidding

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 using the following steps:

1. Go to the Company Workspace tab and switch to User mode.
2. In the left Navigator, select Company Logs, and then select Vendor.

The option for public bidding is set in uDesigner. To access the setting:

1. Go to the Company Workspace tab and switch to Admin mode.
2. In the left Navigator, select uDesigner, and then select Business Processes.
3. Open the applicable RFB Business Process.
4. From the toolbar, click Open, and then select General.
5. On the Options tab, select Allow public bidding (no pre-defined bidders), and click OK.

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
  • Email
• 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

The Invite overlay page has the following tabs (right 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 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 Proposal Management tab. After uploading a file to the Attachments tab, the bidder is allowed to rename the file to ensure that meaningful names are used within the proposal.

  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 and displayed on the Audit Log tab of the Request for Bid tab.

• Mail

  Go to this tab to send email to the vendors, when the bidding is open (select Send and then select Mail).

The emails that have been sent to the bidders are shown in the Mail tab, similar to the Private or Non-Public Bidding.

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Last Published Wednesday, July 2, 2025