RFx Types

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

This section describes how to create an RFx type.

Features

Field Help for RFx Type Page

General Info

Function	Description
Inactive	Check to indicate that this RFx type is not in the list of active types.
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 Lookup to choose a numbering table to use with this RFx type.

Features

Function	Description
Discussions	Check to enable the Discussions feature in RFxs of this type.
Chat	Check to enable the chat feature in RFxs of this type.
Attachments	Check to enable the Attachments feature in RFxs of this type.
Accounting	Check to create the Accounting tab in RFxs of this type.
Requires Product Category	Check to make the Product Category field required in RFxs of this type.
Information Sections	Check to create the Information tab in RFxs of this type. The Information tab displays information sections that provide boilerplate information about your company and the RFx.
Questions	Check to enable questions in RFxs of this type.
Line Items	Check to enable line items in RFxs of this type.
Specifications	Check to enable line item specifications in RFxs of this type.

Rules

Function	Description
Allows Duplication	Check to allow RFxs of this type to be duplicated to create new RFxs.
Allow Multi Currency	Check to allow multiple currencies and to create the Exchange Rates tab in RFxs of this type.
Enable RFx Response Duplication	Check to allow responses to RFxs of this type to be duplicated.
Create Default Questions Group	Check to load a default Question Group into Question Sections created in RFxs of this type.
Default Group Name	Choose the Lookup icon to select a name for the default Question Group that is created in a new Question Section in RFxs of this type.
Schedule Working Days	Select Calendar Days to use all calendar days when calculating dates for this master agreement. Select Standard Work Days to use only workdays, omitting weekends and holidays, when calculating dates for this master agreement.

Defaults

Function	Description
Enable Multiple Rounds	Check to enable multiple rounds in RFxs of this type.
Round Name	Select the round name that will appear by default in RFxs of this type. This name can be changed in the RFx document.
Enable Scoring	Check to enable question scoring in RFxs 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.
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.
Publish as Public Event	Check to publish the RFx in the Events channel of the buy-side Workbench. Checking this box will also create the Publish to Supplier checkbox in RFxs of this type, which gives the RFx creator the option to publish the RFx to the Workbench of all approved suppliers.
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 RFxs of this type.
Default Sort for RFx Responses	Select a default sort order for responses to RFxs of this type.
Phase Configuration	Select the phases to use for RFxs of this type: All Phases Skip Open for Review Skip Waiting for Approval Skip Waiting for Approval and Open for Review
Enable e-mail confirmations of Suppliers' Intent to Respond to RFx	Check to enable an email notification to be sent to the RFx owner when a supplier confirms the intention to respond to the RFx.
Supplier Rank	Select a default supplier rank for RFxs 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.
Notifications	Choose Email Notification Settings to specify the email notifications that will be sent for RFxs 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 Line Item Export
RFx Price Components Line Item Export
RFx Tiered Pricing Line Item Export
RFx Response Line Item Unit Price Export
RFx Response Line Item Price Comp Export

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.

Activities

Creating an RFx Type

To create an RFx type:

Choose Setup Document Setup RFx RFx Types .
On the RFx Type page, choose Create.
On the Creating: RFx Type page, fill in the fields under General Info and those under Features, Rules, and Defaults.
Choose Email Notification Settings to set up email notifications.
In the dialog box, check the box for each notification to set up and then choose OK.
Save your entries.