Working with RFx - Revision history

WikiSysop at 10:56, 8 June 2022

2022-06-08T10:56:49Z

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IDT-1 at 13:42, 26 May 2022

2022-05-26T13:42:57Z

IDT-1 at 13:41, 26 May 2022

2022-05-26T13:41:42Z

IDT-1 at 13:35, 26 May 2022

2022-05-26T13:35:23Z

IDT-1 at 13:34, 26 May 2022

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IDT-1 at 13:32, 26 May 2022

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IDT-1 at 13:23, 26 May 2022

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IDT-1 at 13:03, 26 May 2022

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IDT-1 at 13:01, 26 May 2022

2022-05-26T13:01:21Z

WikiSysop at 11:12, 26 May 2022

2022-05-26T11:12:59Z

@@ Line 1,209: / Line 1,209: @@
 &nbsp;
@@ Line 1,239: / Line 1,240: @@
 '''Downloading Bid Analysis&nbsp;'''
-'''Downloading the Bid Analysis Excel now displays the following Excel workbooks in the RFP Excel sheet. &nbsp;'''<br/> •&nbsp;&nbsp; &nbsp;Response Analysis&nbsp;<br/> •&nbsp;&nbsp; &nbsp;Bid Analysis&nbsp;<br/> •&nbsp;&nbsp; &nbsp;Currency Exchange Rates&nbsp;
+Downloading the Bid Analysis Excel now displays the following Excel workbooks in the RFP Excel sheet. &nbsp;<br/> •&nbsp;&nbsp; &nbsp;Response Analysis&nbsp;<br/> •&nbsp;&nbsp; &nbsp;Bid Analysis&nbsp;<br/> •&nbsp;&nbsp; &nbsp;Currency Exchange Rates&nbsp;
-'''[[File:Sourcing 13.png]]'''<br/> &nbsp;
+'''[[File:Sourcing 13.png|RTENOTITLE]]'''<br/> &nbsp;
 '''Downloading and Uploading Bid Analysis for round'''

@@ Line 1,209: / Line 1,209: @@
 &nbsp;
 === Bid Analysis ===
@@ Line 1,235: / Line 1,236: @@
 *The bid analysis attributes cannot be changed once RFx is in Approved status.
 *With this release, ICI supports data types such as: Choice, Date, Number, Boolean, String, Text Area, Email, Curency, Datetime, MultiSelect Choice, Percntage. &nbsp;
 '''Downloading and Uploading Bid Analysis for round'''
@@ Line 1,255: / Line 1,262: @@
 <div class="image-green-border">[[File:Bid level - error message.png|720px|Bid level - error message.png]]</div> <div class="image-green-border">&nbsp;</div> <div class="image-green-border">&nbsp;</div> <div class="image-green-border">'''To analyze bid response:'''</div>
 .&nbsp;'''Click''' the "Download Bid Analysis" button on the RFx Details page. An Excel sheet containing the bid responses is downloaded.
 <div class="image-green-border">[[File:8.0-RFx-ViewRound5.PNG|720px|8.0-RFx-ViewRound5.PNG]]</div> <div class="image-green-border">&nbsp;</div> <div class="image-green-border">2. '''Open''' the Excel sheet. You can view the all the data collected from the bid responses such as Supplier ID, Item Name, Item Description, etc.</div> <div class="image-green-border">&nbsp;</div> <div class="image-green-border">[[File:7.9 Sourcing Bid Analysis 2.png|720px|7.9 Sourcing Bid Analysis 2.png]]</div> <div class="image-green-border">&nbsp;</div>
 === Downloading Associations and Attachments&nbsp; ===

@@ Line 160: / Line 160: @@
 <div class="note-box">Note: The questions on the “Select Questionnaires And Questions” window are fetched from the Questionnaire and Question Master.&nbsp;</div>
 == [[File:Sourcing 03.png]] ==
 == Reordering Questionnaires and Questions in RFx ==
 <br/> Buyers can reorder the questionnaires and questions from the “Reorder Questionnaires and Questions” window. This helps in displaying them in a specific order for the supplier.&nbsp;<br/> To reorder the questionnaires and questions:&nbsp;<br/> 1.&nbsp;&nbsp; &nbsp;Click “Questionnaire” in the left navigation pane on RFx “Details” page and then click “Reorder” to open the “Reorder Questionnaires”.&nbsp;<br/> 2.&nbsp;&nbsp; &nbsp;Drag and drop the questionnaires or questions to reorder as per the requirement and click “Save ”.&nbsp;<br/> &nbsp;
-<div class="image-green-border">[[File:Sourcing 04.png]]</div>
+<div class="image-green-border">[[File:Sourcing 04.png|RTENOTITLE]]</div>
 == Responding to Questions as Supplier ==

@@ Line 176: / Line 176: @@
 The questions that are answered by the suppliers are displayed with a green checkbox on the “Question Response” window and the count of questions answered is updated under “Questionnaires.&nbsp;<br/> Suppliers can also respond by uploading a file in the format supported by ICI.&nbsp;<br/> &nbsp;
 <div class="image-green-border">[[File:Sourcing 08.png|RTENOTITLE]]</div> <div class="image-green-border">&nbsp;</div> <div class="image-green-border">&nbsp;</div>
 == Responding Questions as a supplier using Excel ==
@@ Line 181: / Line 182: @@
 Suppliers can respond to questions using Excel as well as from the ICI user interface.&nbsp;<br/> To respond to bids using Excel:&nbsp;<br/> 1.&nbsp;&nbsp; &nbsp;Click “Question Response” on Bid “Details” page and then click “Download Template”. The “Question Response” Excel sheet is downloaded.&nbsp;<br/> &nbsp;
-[[File:Sourcing 09.png]]
+[[File:Sourcing 09.png|RTENOTITLE]]
 &nbsp;
@@ Line 187: / Line 188: @@
 .&nbsp;&nbsp; &nbsp;Enter the response in the “Response” and select the “Response Currency” and save the Question Response Excel.&nbsp;
-[[File:Sourcing 10.png]]
+[[File:Sourcing 10.png|RTENOTITLE]]
 .&nbsp;&nbsp;&nbsp;&nbsp; '''Click '''“Upload Template” to upload the response to ICI.
-[[File:Sourcing 11.png]]
+[[File:Sourcing 11.png|RTENOTITLE]]
 The supplier response is thus submitted to the buyers.&nbsp;
@@ Line 197: / Line 198: @@
 If suppliers enter incorrect information in the “Question Response” Excel sheet, an “Error Message column displaying the actual error against the questions is displayed.&nbsp;
-image 12
+[[File:Sourcing 12.png]]
-<div class="note-box">'''Note''': Suppliers must upload files using the user interface for the file selection type questions.</div> </div>
+<div class="note-box">'''Note''': Suppliers must upload files using the user interface for the file selection type questions.</div>
 == Adding Line Items ==

@@ Line 165: / Line 165: @@
 <br/> Buyers can reorder the questionnaires and questions from the “Reorder Questionnaires and Questions” window. This helps in displaying them in a specific order for the supplier.&nbsp;<br/> To reorder the questionnaires and questions:&nbsp;<br/> 1.&nbsp;&nbsp; &nbsp;Click “Questionnaire” in the left navigation pane on RFx “Details” page and then click “Reorder” to open the “Reorder Questionnaires”.&nbsp;<br/> 2.&nbsp;&nbsp; &nbsp;Drag and drop the questionnaires or questions to reorder as per the requirement and click “Save ”.&nbsp;<br/> &nbsp;
 <div class="image-green-border">[[File:Sourcing 04.png]]</div>
 == Responding to Questions as Supplier ==
 Suppliers can respond to the questions by logging to ICI using their credentials.&nbsp;<br/> To respond to Questions as supplier:&nbsp;<br/> 1.&nbsp;&nbsp; &nbsp;Click “Question Response” on the bid “Details” page. The list of questions is displayed.&nbsp;<br/> 2.&nbsp;&nbsp; &nbsp;Click “Respond” on the “Question Response” page. The “Question Response” page opens.&nbsp;
 .&nbsp;&nbsp; &nbsp;Enter the response in in the “Response Details” section on the “Question Response” window and click “Update”.&nbsp;
-<div class="image-green-border">[[File:Sourcing 06.png]]</div> <div class="image-green-border">&nbsp;</div> <div class="image-green-border">[[File:Sourcing 07.png]]</div> <div class="image-green-border">&nbsp;</div> <div class="note-box">&nbsp;Note:&nbsp;<br/> •&nbsp;&nbsp; &nbsp;Suppliers must respond to the questions that are set as mandatory by the buyer before submitting the bid.&nbsp;<br/> •&nbsp;&nbsp; &nbsp;The options under the “Response Details” section vary based on the type of question selected.&nbsp;</div>
+<div class="image-green-border">[[File:Sourcing 06.png|RTENOTITLE]]</div> <div class="image-green-border">&nbsp;</div> <div class="image-green-border">[[File:Sourcing 07.png|RTENOTITLE]]</div> <div class="image-green-border">&nbsp;</div> <div class="note-box">&nbsp;Note:&nbsp;<br/> •&nbsp;&nbsp; &nbsp;Suppliers must respond to the questions that are set as mandatory by the buyer before submitting the bid.&nbsp;<br/> •&nbsp;&nbsp; &nbsp;The options under the “Response Details” section vary based on the type of question selected.&nbsp;</div>
 The questions that are answered by the suppliers are displayed with a green checkbox on the “Question Response” window and the count of questions answered is updated under “Questionnaires.&nbsp;<br/> Suppliers can also respond by uploading a file in the format supported by ICI.&nbsp;<br/> &nbsp;
-<div class="image-green-border">[[File:Sourcing 08.png]]</div> <div class="image-green-border">&nbsp;</div> <div class="image-green-border">
+<div class="image-green-border">[[File:Sourcing 08.png|RTENOTITLE]]</div> <div class="image-green-border">&nbsp;</div> <div class="image-green-border">&nbsp;</div>
 == Responding Questions as a supplier using Excel ==

@@ Line 148: / Line 148: @@
 <div class="image-green-border">[[File:8.0-RFx-DownloadPackage.PNG|720px|8.0-RFx-DownloadPackage.PNG]]</div> <div class="image-green-border">&nbsp;</div> <div class="image-green-border">Delete: '''Click '''this button to delete the RFx instance. After deleting the RFx instance, the Sourcing page opens and the deleted RFx will not be available on the user interface.</div>
 == Adding Line Items ==
@@ Line 162: / Line 209: @@
 *Bid Currency: '''Select''' the currency from the drop-down.
 *Additional Details: You can upload a file that contains additional details about the item.
 <div class="image-green-border">[[File:8.0-RFx-LineItems1.PNG|720px|8.0-RFx-LineItems1.PNG]]</div> <div class="image-green-border">&nbsp;</div> <div class="image-green-border">&nbsp;</div> <div class="image-green-border">3. '''Click'''&nbsp;"Create". The Line Item is created. The Count is "update"d in the left navigation pane on the RFx&nbsp;Details page.</div> <div class="image-green-border">&nbsp;</div> <div class="image-green-border">[[File:8.0-RFx-LineItems2.PNG|820px|8.0-RFx-LineItems2.PNG]]</div> <div class="image-green-border">&nbsp;</div> <div class="image-green-border">&nbsp;</div> <div class="image-green-border">&nbsp;</div> <div class="note-box">'''Note: '''Repeat steps 1-3 to add more line items.</div>
 == Bidder List&nbsp; ==

@@ Line 113: / Line 113: @@
 <div class="image-green-border">8.&nbsp;'''Click'''&nbsp;"Next". The "Verify" (Step 4 of 4) page opens. Verify all the information you have just entered.</div> <div class="image-green-border">&nbsp;</div> <div class="image-green-border">9.&nbsp;'''Click''' the "Create RFx" button. The RFx Details&nbsp;page opens.&nbsp;&nbsp;</div> <div class="image-green-border">&nbsp;</div>
 &nbsp;
 === RFx Details Page ===
@@ Line 136: / Line 137: @@
 *Notes: Displays the additional information about the RFx if it is added.
 *History: Displays how the RFx has progressed till now. The actions performed by the buyer are displayed by the buyer on the RFx instance are displayed under History in the left navigation pane on RFx Details page.
+*If no question or questionnaire is added, an error message is displayed.&nbsp;
 Buyers can perform the following actions from the RFx Details page:
@@ Line 144: / Line 146: @@
 *Send for Approval: '''Click '''this button to send the RFx instance for approval.
 *Download Package: '''Click '''this button to download the RFx instance along with all its associations. You can select specific associations that you want to download or select the RFx instance checkbox to download the RFx package. RFx package is downloaded as a zip file that contains all the attachments relevant to the RFx. When the zip file is exported on user’s local machine, a folder structure is created that resembles the RFx structure, and the files are located in the respective locations.The files names will be the same when downloading or uploading them to ICI. The files will be downloaded as per the defined folder structure and folder naming conventions&nbsp;which helps users to easily identify files under individual folders of the RFx and avoid any discrepancies.&nbsp;The folder names for associations are now same as the contract type display names such as line items, internal attachments, round, bid response and so on. Downloading the RFx package displays the folders for RFx, round, bid, RFI Response as they are displayed in ICI. The rounds and bids folders are merged in a single folder and the template files are added to the relevant round or bid folder. This is applicable for RFx and RFI. Users can now download a single file for various ICI entities, by clicking the down arrow icon next to the entities listed on the “Download Package” window. This enables the users to download specific files relevant to the RFx in a single click, instead of downloading it as a complete entity package, and this also helps saving the time required to do so.
 <div class="image-green-border">[[File:8.0-RFx-DownloadPackage.PNG|720px|8.0-RFx-DownloadPackage.PNG]]</div> <div class="image-green-border">&nbsp;</div> <div class="image-green-border">Delete: '''Click '''this button to delete the RFx instance. After deleting the RFx instance, the Sourcing page opens and the deleted RFx will not be available on the user interface.</div>
 == Adding Line Items ==

@@ Line 65: / Line 65: @@
 Buyers can only create a new RFx and cannot associate an existing RFx to the Sourcing Request.
 <div class="image-green-border">&nbsp;</div>
 === Creating the RFx Instance ===
@@ Line 77: / Line 78: @@
 <div class="note-box">'''Note''': You can also add a new category by clicking the plus icon next to "Category" option.</div>
 *'''Select '''the Round Start Date and Round End Date. When you enter the dates, a round is created automatically as soon as the RFx instance is approved.
-<div class="image-green-border">[[File:8.0-CreateRFx.PNG|720px|8.0-CreateRFx.PNG]]</div> <div class="image-green-border">&nbsp;</div> <div class="image-green-border">&nbsp;</div> <div class="image-green-border">6.&nbsp;'''Select''' appropriate values and settings under the "RFx Configuration"&nbsp;group.</div>
+<div class="image-green-border">[[File:8.0-CreateRFx.PNG|720px|8.0-CreateRFx.PNG]]</div> <div class="image-green-border">&nbsp;</div> <div class="image-green-border">•&nbsp;&nbsp; &nbsp;RFx Type: Select RFP from the drop-down. &nbsp;</div> <div class="image-green-border">•&nbsp;&nbsp; &nbsp;Allow new questions during RFx Phase: Toggle the button to “Yes” to allow adding new questions when the RFx is in the “In Modification” state.&nbsp;</div> <div class="image-green-border">&nbsp;</div> <div class="image-green-border">6.&nbsp;'''Select''' appropriate values and settings under the "RFx Configuration"&nbsp;group.</div>
 *View Bids: '''Select''' an appropriate option from the drop-down. There are following options:
 **Sealed Envelope: When you select this option, the bid and bid responses are not visible to the buyer until the round is closed.

@@ Line 5: / Line 5: @@
 The Icertis Sourcing app enables buyers to create and manage end-to-end RFx process. RFx is an acronym for Request for '''x''', where '''x''' may stand for Information or&nbsp;Proposal or Quotation. Buyers can create an RFx instance, add line items, select suppliers and supplier contacts, create agreements with the suppliers, add team members to the instance for review and approval process and send the instance for approval. Here is the RFx workflow at a glance:
 <div class="image-green-border">[[File:7.12-RFxWorkflow.png|920px|7.12-RFxWorkflow.png]]</div> <div class="image-green-border">&nbsp;</div>
 === Introducing Sourcing Request ===
@@ Line 25: / Line 26: @@
 .'''Click '''“Sourcing Request” under the “Sourcing” tile. The “Create RFx- Sourcing Request” page opens.
+<div class="image-green-border">[[File:8.1srcapp1.png|720px]]</div>
-&nbsp;
-−
 .&nbsp;'''Select '''or '''enter '''the information on this page as per the requirement.
+<div class="image-green-border">[[File:8.1srcapp2.png|720px]]</div>
-&nbsp;
+*Requestor: Is the internal user/buyer who is creating the Sourcing Request.
-−
-•&nbsp;&nbsp;&nbsp;&nbsp;&nbsp; Requestor: Is the internal user/buyer who is creating the Sourcing Request.
 '''Note''': Clicking the icon next to the Requestor opens the “Select User” window. The “Select User” window displays the internal users. However, some external users are also displayed on it intermittently
 .'''&nbsp;Select '''the system template or upload your own template and then '''click '''“Create Request” to create the Sourcing Request.
+<div class="image-green-border">[[File:8.1srcapp3.png|600px]]</div>
-&nbsp;
-−
 The Sourcing Request “Details” page opens. You can perform the following actions on this page:
@@ Line 54: / Line 49: @@
 *Copy the Sourcing Request created along with its associations to create a new Sourcing Request.
-'''Note : '''Copying the Sourcing Request is supported in all statuses.
+'''Note&nbsp;: '''Copying the Sourcing Request is supported in all statuses.
 The option to create an RFx from a Sourcing Request is enabled only after it is approved.
 After creating the RFx from the Sourcing Request, the “Associated RFx” is updated in the left navigation pane on the Sourcing Request “Details” page. The status of the Sourcing Request changes to “RFx Created” and buyers can only download the sourcing request document or download the sourcing request along with its attachments.
+<div class="image-green-border">[[File:8.1srcapp4.png|720px]]</div>
-&nbsp;
-−
 Buyers can track all the actions performed on the Sourcing Request by clicking “History” in the left navigation pane on the Sourcing Request “Details” page. &nbsp;&nbsp;&nbsp;
@@ Line 71: / Line 64: @@
 <div class="note-box">'''Note''': Associated RFx and the Sourcing Request status attributes are not copied to the new Sourcing Request.</div>
 Buyers can only create a new RFx and cannot associate an existing RFx to the Sourcing Request.
 <div class="image-green-border">&nbsp;</div>
 === Creating the RFx Instance ===