Requestor: Upper Forms (Form Designer - Upper Form)
To access the Upper Forms for Requestor:
- Go to the Company Workspace tab, and switch to Admin mode.
- In the left Navigator, select uDesigner, and then select Business Processes.
- In the Designer - Business Processes log, select the Request for Bid BP.
- In the left Navigator, expand the selected Request for Bid BP node.
- In the left Navigator, select Requestor, and then select Upper Forms.
- In the Forms log, select a form.
- From the toolbar, select Open.
The following lists the fields for the Upper Forms for Requestor:
General block
| Field Name | Description |
|---|---|
| Record Number | This is a read-only field that Unifier populates when you send the form to the Approval step. |
| Title | This is a required field - Enter a name for the bid record. |
| Project Number | This field is auto-populated from the project. |
| Project Name | This field is auto-populated from the project. |
| Due Date | This is a read-only field. This field is pre-populated from the workflow setup. |
| Status | This read-only field is blank while on the Creation step. The status will change when the task is accepted on the next step in the workflow. |
Bid Package Details block
| Field Name | Description |
|---|---|
| Bid Package Revision Number | This is a required field - Enter the revision number of the bid package. |
| RFP Due Date | This is a required field - Use the calendar icon to select the date the RFB is due. |
| Bid Sponsor | To select the bid sponsor from the list that becomes available when you click Select. |
| Sponsor Phone | To enter the sponsor's phone number. |
| RFB Initiate Date |
To capture the date when the first ever invite for the bid was sent out. Enables the user to determine how much time the bidders had before submitting their bids. Whether or not the DE is present on any of the upper forms, after the first invitation is sent out, system should capture the date and time of the invitation sent out on this DE. If this DE is added on any of the upper forms, the value would be reflected. The DE will automatically get added in read-only mode. |
| Order Delivery Date | This is a required field - Use the calendar icon to select the date a date for the order delivery. |
| Question Cut Off Date | This is a required field - Use the calendar icon to select the cutoff date for questions about the bid requirements. |
| Sponsor Email | To enter the sponsor's email address. |
| Bidders Count | This is a read only field. Initially the value is 0. |
| Bid Count | This is a read only field. Initially the value is 0. |
| Bid Priority | This is a required field - Select a value from the field's drop-down menu. |
Bid Scope block
To capture detailed description and requirements of the overall bid package. All bidders can see this.
| Field Name | Description |
|---|---|
| Bid Scope | To enter a detailed description of the overall Bid Package and requirements. This will be visible to all Bidders. |
Instructions block
To capture detailed instructions to assist the bidders with completing and submitting the bid package.
| Field Name | Description |
|---|---|
| Bid Package Instructions | To enter detailed instructions to assist bidders in completion and submittal of Bid Package. |
Vendor Requirements block
To capture detailed qualifications or criteria that need to be satisfied by the vendor for the bid to be evaluated.
| Field Name | Description |
|---|---|
| Qualifications | To enter any qualifications or other criteria that needs to be satisfied by vendor for bid to be evaluated. |
| Certifications | To enter any required certifications. |
| Insurance Coverage | To enter the insurance qualifications that you expect the vendor to carry. |
Bidder Meeting Details block
| Field Name | Description |
|---|---|
| Location | To enter a where you can meet with the bidder; for example, teleconference, virtual meeting space, or physical address. |
| Date and Time | To enter a date and time for the meeting. |
| Dial-in Instructions | To enter the instructions to call into the meeting. |
| P6 Activity | To select a P6 activity to associate with this record. |
| P6 Planned Cost | This is a read-only field. |
| P6 Planned Start | This is a read-only field. |
| P6 Planned Finish | This is a read-only field. |
Hidden block
To include fields that must be hidden.
| Field Name | Description |
|---|---|
| Publish Path | To enter publishing path within Unifier. |
The following lists the fields for the Item Logs (Log Items tab) for Requestor:
General block
| Field Name | Description |
|---|---|
| Cost Code | This is a required field -Enter the cost code for this line item. You can either enter it directly or use the cost code picker. |
| Short Description | This is a required field - Enter a brief description for the line item. |
| Code Name | This read-only field is auto-populated from the cost code. |
| Item Unit Cost | This is a required field - Enter the price of the item specified on the line item. |
| Item Quantity | This is a required field - Enter the number of items specified on the line item. |
| Unit of Measure | To select the Unit of Measure for the item specified on the line item line item. |
| Amount | This read-only field is auto-calculated using the formula (Item Quantity X Item Unit Cost). |