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Function documentationRFx Types Locate this document in the navigation structure

 

Document types standardize the creation of sourcing documents. RFx types enable you to predefine features in RFx documents.

For information about creating an RFx type, see the section below under Activities, Creating an RFx Type.

Features

Type Tab
General Info

Function

Description

Inactive

Select the checkbox to indicate that this RFx type is not in the list of active types.

Integrated System Type

Select ERP for document types to be integrated with ERP, or SRM for document types to be integrated with SRM. For systems on which SAP Sourcing is integrated with both SAP ERP and SAP SRM, choose only one.

Document ID

Type a name for the RFx type. This is a required field.

Description

Select a description from the dropdown list and edit it as necessary in the text box.

Order

Type a number to use in ordering the RFx type. This is a required field.

Numbering Table

Choose the Picker button to select a numbering table to use with this RFx type.

Features

Function

Description

Discussions

Select the checkbox to enable the Discussions feature in RFx documents of this type.

Chat

Select the checkbox to enable the Chat feature in RFx documents of this type.

Attachments

Select the checkbox to enable the Attachments feature in RFx documents of this type.

Accounting

Select the checkbox to create the Accounting tab in RFx documents of this type.

Require Product Category

Select the checkbox to make the Product Category field required in RFx documents of this type.

Information Sections

Select the checkbox to create the Information tab in RFx documents of this type. The Information tab displays information sections that provide boilerplate information about your company and the RFx.

CSV Import Support

Use this option to import and export RFx line items and questions for this type in .CSV format. On selection of this option, the system will disable Microsoft® Excel (.XLS or .XLSX) support and will enable CSV format support. Note that .CSV format is limited in its functionality. For example, .CSV does not provide the extensive formatting and data selection of Microsoft® Excel format, which is recommended.

Note Note

You can configure the Microsoft® Excel file extension format in your User Account settings as described in Import/Export Document Data.

End of the note.

To use Microsoft® Excel format instead of .CSV, keep this option unselected.

Questions

Select the checkbox to enable questions in RFx documents of this type.

Line Items

Select the checkbox to enable line items in RFx documents of this type.

Specifications

Select the checkbox to enable line item specifications in RFx documents of this type.

Formulas

Select the checkbox to enable formulas in RFx documents of this type.

Line Item Specifications

Select the checkbox to enable line item specifications in RFx documents of this type. This setting lets you create specifications for each line item group.

Supplier-Entered Attributes

Select the checkbox to enable supplier-entered attributes in RFx documents of this type. This setting lets you create attributes for each line item group that is entered by suppliers.

Rules

Function

Description

Allow Duplication

Select the checkbox to allow RFx documents of this type to be duplicated to create new RFx documents.

Allow Multi-Currency

Select the checkbox to allow multiple currencies and to create the Exchange Rates tab in RFx documents of this type. Suppliers will not see the exchange rates if you set the system property hide.alternate.price.in.rfx.and.auction to True.

Enable RFx Response Duplication

Select the checkbox to allow responses to RFx documents of this type to be duplicated.

Create Default Line Item Group

Select the checkbox to load a default Line Item Group into line item sections created in RFx documents of this type.

Default Line Item Group Name

Choose the Picker button to select a name for the default Line Item Group that is created in a new line item section in RFx documents of this type.

Create Default Questions Group

Select the checkbox to load a default Question Group into Question Sections created in RFx documents of this type.

Default Group Name

Choose the Picker button to select a name for the default Question Group that is created in a new Question Section in RFx documents of this type.

Schedule Working Days

  • Select Calendar Days to use all calendar days when calculating dates for this RFx.

  • Select Standard Work Days to use only weekdays, when calculating dates for this RFx.

Publish as Public Event

Select the checkbox to publish the RFx in the Upcoming Events channel of the sell-side Workbench. Checking this box will also create the Publish to Supplier checkbox in RFx documents of this type, which gives the RFx creator the option to publish the RFx to the Workbench of all approved suppliers.

Defaults

Function

Description

Enable Multiple Rounds

Check to enable multiple rounds in RFx documents of this type.

Round Name

Select the round name that will appear by default in RFx documents of this type. This name can be changed in the RFx document.

Keep Root Document ID in IDs for New Rounds

Check to keep Root Document ID in IDs for New Rounds in RFx documents of this type.

Enable Scoring

Check to enable question scoring in RFx documents of this type.

Scoring Type

Select Standard for the RFx owner to perform all question scoring. Select Collaborative to enable the RFx owners to select collaborators as scorers. This value cannot be changed in an RFx of this type.

Use Private Scoring

Check to prevent collaborative scorers from seeing scores other than their own. This value cannot be changed in an RFx of this type.

Use Equally Weighted Average For All Scorers

Check to use equal weights for each scorer, rather than setting weights individually. Leave this box unchecked to enable the RFx owner to set individual weights for scorers. This value can be changed in an RFx of this type.

View RFx Responses Only After Bidding Closes

Check to make RFx responses viewable only after bidding ends.

Skip Preliminary State on RFx Response

Check to skip the Preliminary state for responses to RFx documents of this type.

Default Sort for RFx Responses

Select a default sort order for responses to RFx documents of this type.

Phases Configuration

Select the phases to use for RFx documents of this type:

  • All Phases

  • Skip Open for Review

  • Skip Waiting for Approval

  • Skip Waiting for Approval and Open for Review

Supplier Rank

Select a default supplier rank for RFx documents created from this type. This selection can be changed in the RFx.

  • Do not disclose rank: Does not show any competitive information to suppliers. Suppliers can see only their own RFx responses and cannot see how their RFx responses measure against those of other suppliers.

  • By quartile: Ranks suppliers by quartile. Suppliers can see how their RFx responses measure against other suppliers' RFx responses in a specific quartile. This ranking choice is not recommended if there are fewer than four suppliers.

  • Do not show total number participating: Ranks suppliers numerically. Suppliers can see their rank positions but cannot see the total number of suppliers.

  • Show total number participating: Lists suppliers by rank with total number of participating suppliers. Suppliers can see their positions in the ranking and see the total number of suppliers.

Enable e-mail confirmations of Suppliers Intentions to Respond to RFx

Select the checkbox to enable an e-mail notification to be sent to the RFx owner when a supplier confirms the intention to respond to the RFx.

Enable Supplier Weighting

Select the checkbox to enable the weighting of total cost for each supplier according to factors.

Notifications

Choose E-mail Notification Settings to specify the e-mail notifications that will be sent for RFx documents of this type. These settings can be edited in the RFx.

Export Fields

The following fields are the default query groups used to export RFx line items:

  • RFx Unit Price and Formula Pricing Line Item Export

  • RFx Price Component Line Item Export

  • RFx Tiered Pricing Line Item Export

  • RFx Response Line Item Unit Price and Formula Pricing Export

  • RFx Response Line Item Price Comp Export

  • RFx Response Line Item Tiered Pricing Export

Recommendation Recommendation

Unless you have customized the columns that are exported when you choose the Export on the RFx Line Items page, it is strongly recommended that you use the default values for these fields.

End of the recommendation.
Integration Tab

The Integration tab is visible only when the integrated system type is set to a business system. In other words, this tab does not appear if the integrated system type is set to None.

Function

Description

Use External Validation

Select this checkbox to use the ERP validation logic.

Note Note

You cannot use this feature for SRM-integrated systems.

End of the note.

Default Header Text

SAP SRM and SAP ERP define IDs for various texts. Click the Picker icon, and select the ID to be used as the default header text.

Default Line Item Text

SAP SRM and SAP ERP define IDs for various texts. Click the Picker icon, and select the ID to be used as the default line item text.

Item Types

Function

Function

Item Type

The name of the Item Type.

Support in Documents

If selected, you can use this Item Type as a line item type value in documents.

Note Note

The Item Types Visibility section only displays when the document type is ERP Integrated .

End of the note.
Price Conditions Definition

Function

Description

Item Type

Indicates whether the current line item is a service or a material.

Condition Class

Describes the price condition type as one of the following:

  • Prices

  • Discount or surcharge

Condition ID

A unique alphanumeric code that identifies a price condition.

Name

The name of the price condition.

Description

Description of the price condition, such as an explanation of the purpose of an RFx price condition to suppliers.

Condition Applies To

Indicates if a price condition is available on the header level, the item level, or both.

Business System

Indicates the business system from which the price condition has been replicated.

Scale Type

Specifies whether the price condition is on a “from” scale, for example on a scale starting from 100 pieces, or on a “to” scale, for example on a scale ending at 100 pieces.

Scales

A checkbox indicates whether a scale check is performed for the price condition.

Activities

Creating an RFx Type

To create an RFx type:

  1. Choose   Setup   Document Setup   RFx   RFx Types  .

  2. On the RFx Type page, choose Create.

  3. On the Creating: RFx Type page, fill in the fields under General Info and those under Features, Rules, and Defaults.

  4. To set up e-mail notifications, choose E-mail Notification Settings.

  5. In the dialog box, select the checkbox for each notification to set up and then choose OK.

  6. Save your entries.