Request bidder approval for an inquiry - Intergraph Smart Materials - Version 2020 (10.0) - Help - Hexagon PPM

Intergraph Smart Materials Classic Help (2020)

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English
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Intergraph Smart Materials
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Classic
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Help
Smart Materials/Smart Reference Data Version
2020 (10.0)
  1. In the menu tree, navigate to Smart Materials > MSCM > P.30 Inquiry.

  2. Double-click P.30.11 Inquiries.

  3. Select an inquiry, and click Prepare RFQ. This button is on the bottom of the screen.

  4. On P.30.21 Prepare RFQ (Inquiry tab), select the Request Bidder Approval check box.

  • You can set up an approval sequence for the list of bidders using the Approval Sequence button on the Bidders tab.

  • After you select the Request Bidder Approval check box, the software sends e-mail to the first user in the approval sequence asking for approval of the list of bidders. Upon approval by this user, the software sends an e-mail to the next person in the sequence, and so on. As soon as all members of the approval sequence have approved the list of bidders, the Bidders Approved check box on the Inquiry tab is selected automatically.

  • You do not have to define an approval sequence in order to approve the list of bidders assigned to the inquiry. If no sequence has been defined, you can still select the Bidders Approved check box on the Inquiry tab manually.

  • You can reverse approval of the inquiry by clicking Reverse Approval. This does not reverse bidder approval.