Pre-bid records allow you to outline procurement strategies before creating individual Bid Package and Online Bid records. When the pre-bid is finalized and approved you can automatically generate multiple procurement records with the click of a button. Pre-bid settings automatically carry over as procurement defaults.
 CONTROL PANEL |
|
 BREADCRUMBS BAR |
|
 HEADER TOOLBAR |
|
 RECORD TABS
In addition to standard records tabs, Pre-bid records also have a Bid Items tab. See Bid Items Tab for more information.
|
|
 HEADER
-
-
Pre-bid # Field - Required. An alphanumeric ID for the record. -
-
-
-
-
-
-
-
-
Procurement Field - Each time you use the Generate button to create Procurement records each Bid Category generated will appear in this list. You can click the field label to open a dialog. Click one of the records in the dialog to navigate to that Procurement record.
-
-
-
|
|
 BIDDER MATRIX TABLE TOOLBAR
Display Dropdown - This dropdown list filters the records displayed in the table. The choices are "-- All --" (the default), "Active Bidder Matrix Only", and "Inactive Bidder Matrix Only".
|
|
 BIDDER MATRIX TABLE-
-
-
-
Inactive - If checked the bidder will not be included when procurement records are generated. The default is unchecked.
|
|
