Creating & Managing Requests & Tenders

  • Locate a Request Reference Number and Response ID

    This article explains how to locate the VP Reference number (for a request you've raised) and the Response ID (for a submitted response) within the Go To Market module, cla...

  • Overview of Requests & Tenders

    This article explains the different stages of the procurement process and directs you to specific tasks. Creation The initial setup phase where the buyer defines the scope ...

  • Create a Request or Tender

    This article provides a step-by-step guide on how to create a Request or Tender using the Request Wizard. This task is performed when you need to solicit proposals or tende...

  • Editing a Request or Tender

    You can edit a Request or Tender while it is open to make changes or updates. You can also reopen a closed Request or Tender by extending the closing date if you haven't un...

  • Inviting more Suppliers to an Open Request

    You can add and invite more Suppliers to a Request or Tender after it has been posted, as long as the close date and time has not passed.PrerequisitesYou must be the user w...

  • Creating an Addenda to a Request

    This article provides the steps to create an addenda to an existing Request, allowing you to edit it and automatically notify suppliers of the changes.PrerequisitesTo perfo...

  • Send a Message to Suppliers on an Open Request

    This article provides the steps to send a message or update to suppliers who are currently participating in an open Request or Tender. Use this when you need to broadcast ...

  • Answer or Delegate Supplier Questions on a Request

    This guide provides steps for Buyers to answer or delegate questions submitted by Suppliers on a Request/Tender. Use this process when you receive an email notification abo...

  • Pre-Market Request Approvals

    Pre-Market Approvals is a functionality that requires a Local Group Manager or Administrator to review and approve or decline a Buyer's Request (RFx) before it can be poste...

  • Approve or Decline a Request

    The article provides instructions for Local Group Managers and Administrators on how to review and approve or decline a Buyer's Request before it is posted to Suppliers.Pre...

  • Extend or Reopen a Request/Tender Closing Date

    You can extend the closing date of an open Request or Tender, or reopen a closed one (as long as Supplier responses are still locked and the decision date hasn't passed). T...

  • Withdraw a Request or Tender by making it Inactive

    To cancel or withdraw a Request or Tender after it has been posted to suppliers, you must set its status to Inactive. This action prevents suppliers from viewing or respond...

  • Viewing the Statistics for a Request

    Monitor the activity of Suppliers invited to your Request or Tender to see notification status, when they first viewed the details, and their response status.PrerequisitesY...

  • Understanding RFX Timezone Conversion

    This article explains how the system handles timezone conversion for dates and times listed on a Request for a request (RFX), such as the close date, and when this conversi...

  • Transferring a Request to Another User

    Transfer the management of a Request or Tender to another Buyer, typically when you are unavailable for an extended period. Once transferred, the new Buyer manages the requ...

  • Create and Manage Request Templates

    Request Templates allow you to create and save a template for a Request that is used repeatedly, saving time and ensuring consistency. You can create templates from scratch...

  • How to Use Filter Tags when Selecting Suppliers

    Filter Tags help you quickly search and identify the most relevant Suppliers for your Request. You should use this feature when you are selecting Suppliers in the Request W...