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Process documentationTwo-Envelope RFx Response Processing Locate this document in the navigation structure

 

You use this process to handle two-envelope RFx responses. Two-envelope RFx responses are typically used to collect and evaluate technical RFx response information separately from price RFx response information. This allows the purchasing organization to evaluate RFx responses based on factors such as technical capabilities before viewing the price information. RFx respondents submit a technical RFx response and a price RFx response. You can influence the way in which technical RFx responses are stored, accessed, opened, and evaluated.

When the purchaser creates an RFx with two-envelope RFx response, the system automatically creates a collaboration room in SAP Product Lifecycle Management (SAP PLM) cFolders for the RFx. When an RFx respondent creates an RFx response, the system creates a folder in this collaboration room to which the RFx respondent can upload their technical RFx response. RFx respondents can edit or upload new versions of their RFx response until the RFx closing date. For more information about cFolders for technical RFx responses, see cFolders for Technical RFx Responses.

Prerequisites

In SAP SRM, you have activated the following business functions:

You have done the following:

  • You have activated two-envelope RFx response for the required transaction and publication type in Customizing for Supplier Relationship Management under   SRM Server   Procurement for Public Sector Functions   Application Settings   Tendering   Tendering Options   Define Tendering Options  .

  • You have configured optional two-envelope RFx response settings in Customizing for Supplier Relationship Management under   SRM Server   Procurement for Public Sector Functions   Application Settings   Tendering   Tendering Options   Define Basic Data for Two-Envelope RFx Response  .

  • You have created folders for storing technical RFx responses in Customizing for Supplier Relationship Management under   SRM Server   Procurement for Public Sector Functions   Application Settings   Tendering   Two-Envelope RFx Response   Define Basic Data for Technical RFx Response Folders  .

Process

Purchaser creates RFx with two-envelope RFx response
  1. The purchaser creates an RFx for a transaction type for which the two-envelope RFx response function has been activated.

  2. The purchaser enters a submission deadline for RFx responses and specifies a technical RFx response opening date and a price RFx response opening date.

  3. On creation of the RFx, the system creates a cFolder collaboration room containing predefined folders.

  4. The purchaser navigates to cFolders and uploads documents to the folders.

  5. In cFolders, the purchaser assigns read and write authorizations to users who require access to the folders.

  6. The purchaser publishes the RFx.

RFx respondent submits two-envelope RFx response
  1. In SAP Bidding Engine, the RFx respondent views the RFx and creates an RFx response.

  2. The system creates a supplier-specific folder under the technical RFx responses folder in cFolders.

  3. The RFx respondent enters price-related information in the RFx response.

  4. The RFx respondent navigates to the technical RFx response folder.

    The system opens the supplier's technical RFx response folder in cFolders.

  5. The RFx respondent uploads the technical RFx response.

  6. The RFx respondent submits both parts of the RFx response.

Two-Envelope RFx response opening and evaluation

Note Note

For more information about using multi-party verification at two-envelope RFx response opening, see Simultaneous Logon at RFx Response Opening.

End of the note.
  1. The purchaser initiates technical RFx response opening.

  2. The technical evaluation panel evaluates the technical RFx responses.

  3. The purchaser navigates to the technical RFx response overview and accepts or rejects each technical RFx response according to the decision of the evaluation panel.

    Depending on the settings made in Customizing, an e-mail notification is sent to all RFx respondents notifying them of the decision of the evaluation panel. And, if configured, the price RFx responses of respondents whose technical RFx responses were rejected by the evaluation panel are automatically rejected.

  4. The purchaser initiates price RFx response opening.

  5. The price evaluation panel evaluates the price RFx responses of the RFx respondents who were shortlisted by the technical evaluation panel.

  6. An award is made.