1. Operational Sourcing Implementation Guide
  2. Adding an RFI

Adding an RFI

Access the Add/Edit Event form.

Add/Edit Event form (1 of 2)

  1. Complete the following fields:

    • Business Unit

      Enter the business unit for which you are creating the sourcing event.

    • Event Name

      Enter a name for the sourcing event.

    • Event Description

      Enter a description for the sourcing event.

    • Preview Start Date/Time

      The system populates this field with the date and time that are specified in the Sourcing Constants program. Change the value in this field if you do not want to use the default start date and time.

    • Event Start Date/Time

      The system populates this field with the date and time that are specified in the Sourcing Constants program. Change the value in this field if you do not want to use the default start date and time.

    • Event End Date/Time

      The system populates this field with the date and time that are specified in the Sourcing Constants program. Change the value in this field if you do not want to use the default end date and time.

  2. Complete the following fields on the Properties tab:

    • Score RFI Event

      Select to score the RFI event.

    • Allow Manual Extensions

      Select to allow users to change the event end date and time after the event has been posted.

    • Display Bid Question Weights

      Select to display the question weights for the bidder.

    • Display Bid History Page

      Select to enable bidders to view bid history. If you select this option, bidders will be able to review their responses to their questions after submitting a response for an event.

    • Terms and Conditions

      Specify the terms and conditions that the bidder must agree to accept before the bidder can respond to an event. Select a valid code from user-defined code (UDC) table 40/PM.

  3. Complete the following fields on the Payment tab:

    • Event Currency Code

      The system uses the currency code of the business unit as the default currency.

    • Multiple Currencies Event

      Select to allow bids in foreign currencies. If you do not select this option, the system accepts bids in your company's domestic currency only.

    • Currencies Allowed

      Click to access the Edit Allowed Currencies for Event form, where you can specify the currencies that bidders can use for the event. The system displays this link only when you click the Multiple Currencies Event button. You must specify all currencies that you plan to allow for the event, even the domestic currency of your company.

  4. Complete the following fields on the Contact Info tab:

    • Buyer

      Enter the address book number of the buyer for the event. After you enter the address book number, the system populates the Contact Name, E-Mail, and Phone Number fields with the information that is associated with the address book number.

  5. Enter text as an attachment to the event on the Event Attachments tab.

  6. Click Allow Bidder to View Attachment if you want the bidder to be able to view the text that you entered on the Event Attachment tab.

  7. Click Invite Bidders to select bidders for the event.

    See Inviting Bidders.

  8. Click Maintain RFI Event Questions to add header questions to the event.

    See Adding Bid Questions to an Event.

  9. When you are finished creating the event, click Submit.