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Process documentationOptions in Tendering

 

As a purchaser, you can use this business process when you receive a shopping cart or purchase requisition containing options, and you do not yet have a purchase order or contract that fulfills the requirement.

Process

  1. On the basis of a requirement, you create an RFx with at least one standard and one optional line item.

    The system transfers both the standard and optional line items from the requirement to the RFx.

    Note Note

    You cannot select the Bidder Can Add New Items indicator when creating the RFx because the system does not allow the bidder to add items to an RFx response with optional line items.

    End of the note.
  2. You check the option data and, if necessary, change the exercise period, the period of performance, or the option reference item. You cannot change the option type.

  3. You release the RFx.

  4. The bidder creates an RFx response.

    The bidder can make the following changes to the optional line item:

    • Define an exercise period if the purchaser has not done so

    • Change the period of performance specified by the purchaser

    Note Note

    • A bidder cannot change optional items to standard items nor standard items to optional items.

    • You can add optional line items to an RFx that did not contain any optional line items when it was first published. In the RFx response, the system then automatically removes any item variants that the bidder has created in the initial RFx response. The system informs the bidder about this before the RFx response is submitted.

    End of the note.
  5. The bidder confirms his ability and willingness to deliver the line items and specifies his bidding prices, or he omits line items that he does not want to bid for, and submits the RFx response.

  6. You compare the RFx responses that you receive.

    You can choose to include or exclude the optional line items during the comparison.

  7. You accept an RFx response.

  8. Based on the RFx response, you create a purchase order or a contract containing the standard and the optional line items.

Result

A purchase order or contract with optional line items has been created. When the exercise period starts, you can exercise the option.