Potential Bidders - 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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Smart Materials/Smart Reference Data Version
2020 (10.0)

On the Potential Bidders tab, you can assign potential bidders to a planned requisition.

Later on, when an engineering requisition has been created and linked with the planned requisition, this list of potential bidders is copied over to the inquiry when the requisition has been released to procurement and the buyer creates an inquiry for it.

Select the material/work group from the LOV in the Matl/Work Group field. Calling the LOV opens Window 3 as displayed below.

Select the appropriate material/work groups in the first (Material/Work Groups) block to display the bidders assigned to this material/work group in the second (Bidders) block. You can select the Show approved bidders only check box at the top to display only the approved bidders.

To show all bidders independent of material/work groups, select the Ignore Matl/Work Group check box. The software opens another window that provides enhanced search features. This window is described below at the end of this section.

Now select the Sel check box of all bidders who should be assigned to the planned requisition. You can click the Select All button to mark all displayed bidders. To cancel a selection, click the Deselect All button. Finally, click the Fill In button to copy all selected bidders to the planned requisition and to close Window 3.

The revision of the material/work group is displayed in the Rev field.

The name of the bidder's company is shown in the Company Name field. The Bidder field shows the name of the bidder. You can double-click in any of these fields to open the P.20.01 Suppliers/Subcontractors screen where the supplier data is maintained.

In the Contact field, you can enter a contact person for the bidder. Open the LOV and select a pre-defined contact from the list. You can double-click in this field to open the A.10.23 Companies screen to maintain the contacts of the bidder on the Contacts tab.

The following fields display the address information of the selected bidder, like the address type in the Address Type field, the (optional) location code in the Location Code field, the first and second line of the mailing address in the Address fields, the city where the company is located in the City field, the name of the bidder’s country in the Country Code field, and the state or province of the bidder’s address in the State or Prov field. The country and the state or province are fetched from the address of the bidder' s company (the address type that has been marked as the default type for inquiries). Further displayed is the zip or postal code for the address in the Zip or Postal Code field.

The Approved indicator shows whether the bidder has been approved.

The Qualified indicator shows whether the bidder has been marked as qualified for the selected material/work group on the Material/Work Groups tab of P.20.01 Suppliers/Subcontractors. The date when the bidder has been marked as qualified for the selected material/work group is displayed in the Qualified Date field.

Instead of using the LOV in the Matl/Work Group field, you can skip this field and open the LOV in the Company Name field.

This window also opens when you select the Ignore Matl/Work Group check box in the Material/Work Groups LOV as described above.

For more information about this window with enhanced search features, see Bidders (see the information about the Ignore Matl/Work Group check box).