The Bid Letting Summary component contains all the information currently recorded about the bid letting, including the proposals to be let.
To access the Bid Letting Summary, locate the appropriate row on the Bid Letting Overview and click the Letting ID link or choose Open from the row Actions menu.
The Bid Letting Summary contains the following tabs:
General |
Access general information for the bid letting. See On the General tab, below. |
Proposals |
Access the proposals, bidders, and bids associated with the bid letting. See Managing Proposals in a Bid Letting and Maintaining Bid Items. |
Workflow |
Access the workflow designation for the bid letting. See Maintaining Bid Letting Workflow. |
On the General tab:
You can view or change information in these fields:
Overview - See Managing Bid Lettings.
Bidder/Quoter - See Maintaining Bidders and Quoters.
Purchases - See Managing Proposal Plan Purchases.
Status - See Maintaining Bid Letting Status.
The component Actions menu has the following functions:
Select Add New to add a new bid letting. See Adding a Bid Letting.
Select Change Proposal Phase to change the proposal workflow phase for one or more proposals in the bid letting. See Changing the Phase for Multiple Proposals.
Select Export Proposals To Bids to create a file of bid item information for one or more proposals in the bid letting. See Exporting a Proposal to Bids.
Select Export Proposals To Bids With Gen to create a file of bid item information for one or more proposals in the bid letting. See Exporting to Bids with GEN.
Select Validate Proposals to automatically validate one or more proposals (that is, check them for completeness). The system checks the proposals for all required information and sends you a warning message if any information is missing. If all selected proposals are complete, the system displays this message: Proposal Valid. See Proposal Validation.
Select Attachments to manage attachments in a bid letting. See Working with Attachments.
Select Issues to manage tracked issues for a bid letting. See Maintaining Tracked Issue Information.
Select Links to manage links in a bid letting. See Working with Links.