Creating requests for proposals

The request for proposal (RFP) is associated with a standard contract and inherits the details from the contract.

Procedure

  1. Select Procurement > Proposals > Requests For Proposals and click Add.
  2. On the General tab, enter the name and other details.
  3. In the Import Std Contract section, associate the standard contract with the RFP.
    Vendor company and cost form details are added to the RFP.
  4. Optional: Edit the vendor company, bill to, and cost form details.
  5. Click Create Draft to save the data.
  6. Click Issue to route the record to the members in the distribution list for approval.

Results

If the distribution list does not contain reviewers, the status of the RFP is changed to Issued.

If the distribution list contains reviewers, the RFP is sent to the reviewers and the status of the RFP is changed to Review in Progress. When all reviewers approve the RFP, the status of the RFP is changed to Issued.