Download Bids - Intergraph Smart Materials - Version 2020 (10.0) - Help - Hexagon PPM

Intergraph Smart Materials Classic Help (2020)

Language
English
Product
Intergraph Smart Materials
Subproduct
Classic
Search by Category
Help
Smart Materials/Smart Reference Data Version
2020 (10.0)

On the Download tab, you can create Excel sheets containing a quote and its details to send to a bidder. If you select the bidder and click the Download button, this file is created. Additionally, you can send an email to the bidder by selecting the bidder and using the Mail button. The files can only be created for bidders whose quote is not approved. If the approval process has already been started or if a higher supplement of the associated inquiry exists, the download functionality is no longer available.

The download functionality is not available if multiple requisition line items are assigned to at least one of the quote details.

The bidders assigned to the inquiry are listed with the bidder name in the Bidder field, the company name in the Company Name field, and the company code in the Company field. The Buyer field displays the buyer who is assigned to the inquiry and bidder and thus responsible for the quote.

In the File Name field, use the LOV to select the name of the template that will be used for downloading into an Excel file.

On the A.10.61 Excel Templates screen, you can view the templates delivered with the software or create your own templates.

Select the Download check box for all quotes to be downloaded and click the Download button to start the download.

A message appears, asking if you want to open or save the file.

Click Open to open Excel with the created file, or click Save to save the file to the specified download directory.

The created file can be used by the bidders to enter costs and prices, create alternates, create splits, and so forth. All mandatory fields are highlighted with a green background color.

When the bidder has filled in his data, he sends back the file so that it can be loaded back into Smart Materials to update the quote details with his bid.

To send the created Excel sheet to a bidder via email, you must select the Mail check box, select an email template from the LOV in the Email Template field, fill in a valid email address in the Email Address field, and click the Mail button. You can double-click in the Email Template field to open the A.10.51 Email Templates screen, where email templates are defined. All templates of template type ‘B2B’ are available for selection. If you want to send the Excel sheet to more than one address, use ',' as the separator between the addresses in the Email Address field

The Email Sent Date field shows the date when the email was sent to the bidder. To take a look at the emails that have been sent to a bidder, you can double-click in this field to open the A.60.55 Emails screen.

The Email Resent Date field shows the date when the email was re-sent to the bidder. You can double-click in this field to open the A.60.55 Emails screen, where you can view the sent email.

The Approved Date field shows the date when the quote was approved. If you use the multi-step approval option, this date is set when the last person of the approval sequence approves the quote. As long as the approval of at least one person is missing, this date field remains empty.

You can enter a password in the Password field if you want to protect the export Excel file. With this option, only the fields marked in the template with #..# will still be updateable.