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Procedure documentationPerforming a Simple Award for an RFx Locate this document in the navigation structure

Procedure

Performing a Simple Award for an RFx

A simple award allows you to award the whole RFx to one supplier.

You can also create a master agreement during the simple award process.

Note Note

You are not required to award an RFx to any supplier.

End of the note.

To perform a simple award:

  1. Optionally, accept one or more RFx responses. (If you do not do this manually, it will happen automatically during the award process.)

  2. Change the RFx phase to Closed for Response.

  3. On the RFx Responses page, select the checkbox for the response to which to award the RFx.

  4. Select Simple Award.

  5. In the confirmation dialog box, select OK.

  6. In the Publish Award dialog box, select one of the following options for publishing the award:

    • No, manually publish later: Select this option if you want to manually publish the award to suppliers at a later point.

    • Yes, publish now: Select this option to publish the award to suppliers automatically upon completion.

  7. Select Finish.

    The RFx phase changes automatically to Award, and the Awards tab is created. The award is published to suppliers if you selected that option.

Performing a Simple RFx Award and Creating a Master Agreement

During the simple award process, you have the option to create a master agreement from the RFx award. If you do not create a master agreement during the award process, you can create one later from the toolbar within the award scenario.

To perform a simple award and create a master agreement:

  1. Optionally, accept one or more RFx responses. (If you do not do this manually, it will happen automatically during the award process.)

  2. Change the RFx phase to Closed for Response.

  3. On the RFx Responses page, select the checkbox for the response to which to award the RFx.

  4. Select Simple Award.

  5. In the confirmation dialog box, select OK.

  6. In the Publish Award dialog box, select Yes, publish now & create an agreement.

  7. Select Finish.

  8. Following the prompts, select options for the master agreement creation.

    The RFx phase changes automatically to Award, and the Awards tab is created. The award is published to suppliers if you selected that option.