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You use this business process to create, publish, and change an RFx. You create an RFx as follows:

  • By copying an existing RFx

  • By creating a follow-on RFx (in the next round) after a first RFx

  • From existing purchase requisitions

  • From templates of a saved or published RFx

  • From externally uploaded files

After you have completed an RFx, you can approve it and publish it. You can also set up a workflow to approve publication of the RFx. After you have published the RFx, the invited bidders submit their RFx responses. Bidders can indicate their participation prior to submitting an RFx response. To facilitate communication, a chat functionality is offered.

As purchaser, you can allow bidders to change their RFx responses, thereby allowing bidders to update their RFx responses until the submission deadline. You can also bid on behalf of bidders. If you change the RFx after it has been published, bidders are informed of the change and can update their RFx responses accordingly. Changes made to RFxs and RFx responses result in the creation of a new version. You can use version comparison functionality to display the differences between versions.

In addition, RFx response modification allows bidders to offer different products and services other than those requested by you.

Bidders can withdraw a submitted RFx response if they are no longer able to participate.

You can assign RFx to different purchasing groups manually or automatically. This enables you to react to temporary absences among persons responsible for RFx, or organizational changes to the structure of your purchasing groups.

You can also enable tender fees and earnest money deposit (EMD) payment by the bidder.

Process

In Strategic Sourcing without bid decoupling, the following business process runs in SRM Server:

  1. Create RFx

    This process step is modified if you have activated the SRM, Strategic Sourcing Innovations (SRM_SOURCING_1) business function. If you have activated this business function, you can configure the RFx to support limit items so that limit items are available in RFx in the Service Procurement scenario during sourcing.

  2. Upload RFx from file

  3. Complete and save RFx

    This process step is modified if you have activated the SRM, Continuous Innovations (SRM_CONT_IMPR_1) business function and the Template from RFx and Contract (SRM_701_TEMPLATE) Customizing switch. If you have activated this switch, you can save an RFx template after you have saved or published the RFx.

  4. Approve publication of RFx

  5. Publish RFx

  6. Change RFx

  7. Process workload reassignment

  8. Confirm participation

  9. Create and submit RFx response online. Alternatively, you can also create and submit the RFx response offline.

    This process step is modified if you have activated the SRM, Strategic Sourcing Innovations (SRM_SOURCING_1) business function and the Tender Fees (SRM_701_TENDER_FEE) and Earnest Money Deposit (SRM_701_EARNEST_MONEY_DEP) Customizing switches. If you have activated this business function, and the purchaser has specified the requirements in the RFx, then the bidder has to provide the tender fees, before creating the RFx response, and pay the earnest money deposit.

  10. Change RFx response

  11. Withdraw RFx response

In Strategic Sourcing with bid decoupling, the following business process runs in SRM server:

  1. Create RFx

  2. Upload RFx from file

  3. Complete and save RFx

    This process step is modified if you have activated the SRM, Continuous Innovations (SRM_CONT_IMPR_1) business function and the Template from RFx and Contract (SRM_701_TEMPLATE) Customizing switch. If you have activated this switch, you can save an RFx template after you have saved or published the RFx.

  4. Approve publication of RFx.

  5. Publish RFx

  6. Change RFx

  7. Process workload reassignment

In Strategic Sourcing with bid decoupling, the following business process runs in the supplier system:

  1. Replicate RFx

  2. Confirm participation

  3. Create and submit RFx response online

    Note Note

    You can also create and submit the RFx response offline.

    End of the note.

  4. Change RFx response

  5. Withdraw RFx response