Create a tender:

Header fields:

Tender number: Generated automatically by the system
Tender title: A title given by the user
Announcement date: Date of announcing the tender request
Last date of submission: Deadline for tender submission
Opening date: Start date of the tender
Completion date: Date by which all tender documents of the parties involved need to be submitted
Tender reference number: Reference number given by the user
Tender document fee: The
Tender description: A description given by the user
Project: Project, selected by the user from a list
Incident type: Workflow, selected by the user from a list
Tender parameters: Fixed parameter(s) >> Mandatory: Yes/No; Set maximum score per parameter; Add comments per parameter (optional); Variable parameter(s) >> Set variable parameters for the tender à Mandatory: Yes/No >> Set a maximum score per set parameter >> Add comments per parameter (optional)
Terms and conditions: Upload document
Category >> Terms & Conditions

Header layout:

Detail line fields:

Module: Stock / GL
Item: An item, selected by the user from a list of items of the according type
Item description: A field automatically filled in by the system with the description, provided for the according item
Description: A field automatically filled in by the system with the description, provided for the according item à Can be changed by the user (Line note)
Quantity: A field filled in by the user with the desired quantity of the item to be purchased
Expected price: A field filled in by the user with the expected price per item to purchased
Project: A field automatically filled in by the system with the selected project for the tender >> Can be changed by the user
Incident type: A field automatically filled in by the system with the selected workflow for the tender >> Can be changed by the user
Escalation group: An escalation group, selected by the user from a list
Parameters: Yes/No

Detail lines layout:

→ Approval by the according parties in the workflow

→ Record tender

Record tender

Fill in the following information manually:

Supplier: A supplier, selected by the user from a list
Quoted quantity: The quantity quoted by the supplier
Quoted price: The price per item, quoted by the supplier à WHITE when it is not filled in; RED when the amount is higher than the expected price; GREEN when the amount is lower than the expected price

→ Save for tender score entry (done separately per supplier)

Supplier “gateway”:

Quoted quantity
Quoted price à WHITE when it is not filled in; RED when the amount is higher than the expected price; GREEN when the amount is lower than the expected price
Possibility to attach files

→ Save for tender score entry

Group per description
Per description show all tenders made
Per tender show fixed and variable parameters
Per parameter show if it is mandatory and the maximum score
Per parameter enable filling out user score (entered manually by the user) and comments (entered manually by the user); percentage (generated automatically by the system)

→ Save for tender evaluation

→ Approve tender