Sourcing Events
RFI, RFP and RFQ. The evaluation weights are fixed before anybody bids, and awarding against the ranking has to be said out loud.
Where to find it
- Module: Supply Chain
- Group: Sourcing
- Section: Strategic Sourcing
- Screen: Sourcing Events
Address in the console: /scm/rfx
List · 12 columns · 12 fields on its form · 3 of them required · 4 actions
What the list shows
These are the columns of the list, in the order they are drawn. Any of them can be sorted on, filtered on, hidden, or exported.
| Column | Kind | Field name |
|---|---|---|
| Event | Code | rfx_no |
| Type | Status | rfx_type |
| Title | Text | title |
| Category | Status | category |
| Estimate | Amount | estimated_value |
| Invited | Number | invited |
| Responses | Number | responses |
| Best offer | Amount | best_offer |
| Saving | Amount | saving |
| Closes | Date and time | closes_at |
| Status | Status | status |
| Awarded to | Text | awarded_supplier_name |
The form
What is asked for when a record is created here. Required fields are marked; a choice drawn from a configuration list is one an administrator can extend without a release.
| Field | Type | Choices | Notes |
|---|---|---|---|
| Type required | Choice | Configuration list | |
| Title required | Text | ||
| What is needed | Long text | ||
| Category | Choice | Configuration list | |
| Currency | Text | ||
| Estimated value | Number | ||
| Closes required | Date and time | ||
| Technical weight | Number | Technical and commercial must total 100. | |
| Commercial weight | Number | ||
| Sealed until it closes | Yes or no | ||
| Buyer | Choice | Looked up from existing records | |
| Cost center | Choice | Looked up from existing records |
What you can do here
Publish primary
Invite suppliers and open it
Asks for: Suppliers to invite
Record a response
A supplier has responded
Asks for: Supplier* Lead time (days) Payment terms (days) Valid for (days) Priced lines* Notes
Score
Score and rank the responses
Asks for: Technical scores
Award
Award the business
Asks for: Supplier* Reason* Raise a contract from the quoted prices Contract term (months)
* required
The rules that apply here
Everything on this screen obeys the platform rules rather than rules of its own. The ones worth knowing before you use it:
- Narrowing a list — search, conditions, sort, totals, export and saved views.
- What may be changed — the five grounds a record may not be edited on.
- Companies and business units — what the switcher above this list is doing to it.
- Creating a record — required fields, where choices come from, and how the number is allocated.
- Importing a spreadsheet — this screen accepts one, and it runs through the same rules as typing.