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Function documentationField Help for Question Dialog Box in RFx Locate this document in the navigation structure

 

The Question dialog box appears when you choose Add or Edit on the Question Summary page.

Note Note

The fields that appear in the Question dialog box are based on the question type selected on the Question Summary page. All fields do not appear for every type.

End of the note.

Function

Description

Question

Enter the text of the question. There is a 2000-character limit for question text.

Change Question Type

Choose this to change the question type you selected on the Questions page. In the dialog box, select a new question type from the dropdown list and choose OK.

Clause Content

Choose Select to select a clause from the clause library and incorporate its content into the question. This field appears only for the Contract Clause question type. This question type enables you to verify that the supplier agrees with the terms of the clause.

Insertion Point

Indicates the group in which the question is created and displayed.

Contributes to Total Cost

Select this checkbox to indicate that the question answer will contribute to the Total Cost of the RFx, which is the total cost to be paid by the purchaser. (Total Cost includes the Total Price charged by the supplier, plus any additional associated costs.)

If you select this checkbox, you can enter the additional associated costs for this question on the Preferences page. For details, see Specifying Preferences and Scoring Methods for an RFx Question.

Contributes to Total Price

This field applies only to a question of the Cost or Charge type. Select this checkbox to indicate that the question answer will contribute to the Total Price of the RFx, which is the price to be charged by the supplier.

If you select this checkbox, the answer value entered by the supplier will be added to the sum of the line item prices to calculate the Total Price of the RFx.

Response Required

Select this checkbox to require that suppliers answer this question. This field is editable on the Question Summary page if the status of this question changes.

Description for Suppliers

Type the question description that will be seen by suppliers.

Comments for Collaborators

Type any additional information to be seen only by collaborators. This field is not displayed to suppliers.

Contract Variable

Choose Select to select a contract variable. This enables you to use a variable to insert the supplier's response to this question into a contract clause.

Decision Factor

From the dropdown list, select a value to allow you to prioritize and categorize this question. The Decision Factor can be used to compare suppliers' answers from round to round.

Decision Factor Category

From the dropdown list, select the category for the Decision Factor you selected.

Additional Question Information

Optionally, choose the Lookup icon to add an attachment containing additional information.

Disable Supplier 'Additional Information' Field

Check this box to prevent the Additional Information field from being displayed on the sell-side.

Question Setup

This section appears only for questions whose type is Table Based.

Table-based questions allow you to simplify complicated requests for information by putting the requested information in a table format. This format also makes it easier for suppliers to answer questions.

Example Example

You might ask a car rental agency to provide rates for various classes of cars in a number of countries. In this case, you might enter the car classes as column labels (attributes) and the countries as row labels to create a table similar to the following:

Compact

Intermediate

Full Size

US

UK

Germany

End of the example.

Function

Description

Column Headers

Type column names for the table. These are the attributes about which you are requesting information from the supplier (such as car classes in the car rental example above).

Note Note

If you chooseChange Table Orientation under Question Preview, the Row Labels replace the Column Headers as attribute names.

End of the note.

Attribute Type

Select a data type for the response value for each attribute.

Note Note

You can only edit attributes in table-based questions you create in an RFx. You cannot edit attributes for questions imported from a library.

End of the note.

Data types include the following:

  • Text Attribute: The supplier enters a text response for this attribute.

  • Number Attribute: The supplier enters a numeric response for this attribute. Choose the Edit icon next to the column header name to add the following information in the Table Attribute dialog box:

    • Totals: Select this checkbox to indicate that a total should be calculated for this attribute column.

    • Minimum: Type the minimum value that the supplier can enter for this attribute.

    • Maximum: Type the maximum value that the supplier can enter for this attribute.

  • Yes or No Attribute: The supplier selects one of two responses (by default, Yes or No) for this attribute. Choose the Edit icon next to the column header name to add the following information in the Table Attribute dialog box:

    • Yes: Replace this label with another response.

    • No: Replace this label with another response.

  • Multiple Choice Attribute: The supplier selects among multiple choices for this attribute. Choose the Edit icon next to the column header name to add the following information in the Table Attribute dialog box:

    • Multiple Choice Options: Enter the options for the supplier to select. To create additional options, choose Add.

    • Display Method: Select whether to display these options in a dropdown list or as radio buttons.

  • Quantity Attribute: The supplier enters a quantity for this attribute. Choose the Edit icon next to the column header name to add the following information in the Table Attribute dialog box:

    • Unit of Measure: Select a unit of measure for the quantity from the dropdown list.

    • Minimum: Type the minimum quantity that the supplier can enter for this attribute.

    • Maximum: Type the maximum quantity that the supplier can enter for this attribute.

  • Cost or Charge Attribute: The supplier enters a cost or charge for this attribute. Choose the Edit icon next to the column header name to add the following information in the Table Attribute dialog box:

    • Totals: Select this checkboxx to indicate that a total should be calculated for this attribute column.

    • Minimum: Type the minimum cost that the supplier can enter for this attribute.

    • Maximum: Type the maximum cost that the supplier can enter for this attribute.

  • Date Attribute: The supplier enters a date response for this attribute.

  • Time Attribute: The supplier enters a time response for this attribute.

  • Date and Time Attribute: The supplier enters a date and time response for this attribute.

Response Required

Note Note

If you designate the question as Response Required, and do not designate any attributes as Response Required, a supplier must enter a response for at least one cell in each table row.

End of the note.

Select this checkbox to indicate that a response is required for the attribute. If you select this checkbox, the supplier must enter values for this entire column before moving the RFx to Firm status. For questions imported from a library, this value is predetermined and the field is read only.

Row Labels:

Type row names for the table (such as countries in the example above).

Refresh Table:

Choose this to preview the table you have created.

Change Table Orientation:

Choose this to reverse the orientation of the table rows and columns.

When you change the orientation, the table row labels become the attribute names. You can then choose the Edit icon next to a row label name under Row Labels to add or change attribute information in the Table Attribute dialog box.