Bid requests can be linked to a contract, which is convenient when the Community:
- Has awarded a bid to a supplier and
- Desire to connect the origin of the contract, to the bidding event.
By connecting a bid with a contract, the Community can reference the original bid. To ensure consistency and view as many details, as possible.
When creating a contract, the user will have two options for linking to a Bid Request:
- Link to Unimarket Bid Request or
- Enter Bid Request Details - Manually
You can read below to find out more information on Linking a Bid Request to a Contract or watch this short video:
Access the Bid Tab
To access the Bid tab > select Bid.
Link Unimarket Bid Request to Contract
To link a bid request to a contract, in the Bid Request field > select Link to Unimarket Bid Request > in the Bid Request field, select the desired bid request.
This option allows the user to search through existing Bid Requests in the Unimarket system. Based on the supplier entered on the Leadsheet and will automatically link the details of selected bid request.
Once completed, select Continue to proceed forward. To go back to the Leadsheet tab, select Back. Cancel will end all entered contract information, to begin a new contract.
Enter Bid Request Details - Manually
If the Bid Request was not entered into Unimarket, in the Bid Request field > select Enter Bid Request Details > key in necessary information regarding the bid request.
Once completed, select Continue to proceed forward. To go back to the Leadsheet tab, select Back. Cancel will end all entered contract information, to begin a new contract.
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Note: For additional information, refer to help articles: Viewing & Managing Contracts or Creating a New Contract - Manually. |