Creating events from existing events

  1. Sign in as Sourcing Manager and select Create Events > Create From Event.
  2. Specify this information:
    Company
    Select a company.
    From Event #
    Select an existing event to copy to the new event. Several fields contain default information from the originating event. Dates are not copied.
    Name
    Specify a name for the event.
    Description
    Specify a description.
    Reference
    Provide a reference for the event.
    Type
    Select an event type.
    Buyer
    Select a buyer.
    Category
    Select a category.
    New Currency Code
    Select a new currency code.
    Allow Responses in a Different Currency
    Select this check box to allow a supplier to respond to the event using a different currency than the one in which it was created.
    Sub Category
    Select a sub category.
    Supplier Portal Posting Options
    Select a posting option:
    • Display On Portal.

      The event can be viewed on the Open Bids list by each registered and unregistered supplier. Select this check box to allow a supplier to respond to the event using a different currency than the one in which it was created.

    • Display For Notified Suppliers Only.

      The event can be viewed on the Open Bids list by suppliers listed on the Notifications tab.

    • Do Not Display On Portal.

      The suppliers listed on the Notifications tab receive an email that instructs them to contact your organization.

    Display Plan Holders List
    Select this check box to show plan holders.
    Create Amendments
    Select this check box to create an amendment.
    Allow Supplier Q and A
    Select this check box if suppliers can post and review questions. If you select this check box and dates are required on the event, then you must define Q and A Open and Close dates. For events that do not require a date, the supplier can ask questions while the event is in the Open state.
    Require Bid Bond
    Select this check box if a bid bond is required for this event. When working with suppliers for events with large dollar amounts, it is common to require that the supplier provide a bid bond with their response. The bid bond is a form of insurance that shows that the supplier can perform the work. This field can be selected or cleared until a supplier creates a response.
    Bid Bond Percent
    This field is displayed when you select the Require Bid BondSelect this check box to allow a supplier to respond to the event using a field. Specify the percentage of the total bid that must be supplied to the bond insurer by the supplier. This value must match the percentage on the electronic bid bond.
    Two Step Bidding
    Select a bidding method:
    • Technical Proposal Submitted Separately From Bid Amounts.

      The bid amount is not submitted until the Supplier is notified that their technical proposal has been accepted.

    • Technical Proposal And Bid Amounts Submitted At The Same Time.

      The supplier submits the proposal and bid amounts simultaneously even though they are assessed in two steps.

    Best And Final Offer
    Select this check box to define this event as a best and final offer event.
    Vendor Item Processing
    Select a method for vendor item processing:
    • Require Vendor Item Before Output Is Created
    • Supplier Must Enter Vendor Item For Contract
    • Supplier Must Enter Vendor Item For All Output
    • Default Vendor Item From Item
    Send Amendment Notifications Only To Responding Suppliers
    Select this check box to trigger notifications to suppliers when the event has been amended.
    Dates Not Required On Event
    Before you can release an event, you must specify either the dates, or the dates not required fields.
    Preview
    Select a date and time that the event preview period begins.
    Close
    Select a date and time that the event bidding process closes and supplier responses are no longer accepted.
    Open
    Select a date and time that the event bidding process opens and suppliers can respond through Supplier Portal.

    Do not select an open date until you are ready to release the event. You cannot release or approve the event if the open date has passed.

    Dispute Close
    If a supplier is allowed to negotiate the terms of an event, select a close date for the dispute period.
    Requested Delivery Date
    For event lines with a PO output type, you must select a requested delivery date.
    Effective Date
    If the output type is contract, then select the date that the vendor price becomes effective.
    Expiration Date
    If the output type is contract, then select the date that the vendor price expires.
  3. In the Copy Options section, select whether to copy detail records from the originating event.
  4. Click Submit.