Manually creating events

  1. Sign in as Sourcing Manager and select Create Events.
  2. On the Create Events tab, click Create.
  3. Specify this information:
    Company
    Select a company.
    Name
    Provide a name for the event.
    Description
    Provide a description.
    Reference
    Provide a reference for the event.
    Type
    Select an event type.
    Buyer
    Select a buyer.
    Currency Code
    Select a 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.
    Category
    Select a category.
    Sub Category
    Select a sub category.
    Supplier Portal Posting Options
    Select a display option:
    • Display On Portal

      The event can be viewed on the Open Bids list by each registered and unregistered supplier.

    • 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 who are 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.
    Send Amendment Notifications only to Responding Suppliers
    Select this check box to trigger notifications to suppliers when the event has been amended.
    Allow Supplier Q & 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.
    Dates Not Required On Event
    Before you can release an event, you must have values in either the dates, or the dates not required fields.
    Preview
    Select a date and time that the event preview period begins.
    Dispute Close
    If a supplier is allowed to negotiate the terms of an event, select a close date for the dispute period.
    Open
    Select a date and time that the event bidding process opens. Suppliers can respond to open events 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.

    Close
    Select a date and time that the event bidding process closes and supplier responses are no longer accepted.

    On the Buyer page, a buyer can add a response on behalf of a supplier before or after the close date for non-sealed events. For sealed-bid events, a buyer can only add a response after the close date.

    Two Step Bidding
    If the Technical Proposal Submitted Separately From Pricing Amounts option is selected, then the Line Responses step for event response is not displayed and does not have to be performed yet. If the Technical Proposal and Pricing Amounts Submitted At The Same Time option is selected, then both the Technical Proposal documentation and bid amounts are submitted simultaneously.
    Sealed Bid
    Select this check box if this is a sealed bid event.
    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.
    Best And Final Offer
    Select this check box to define this event as a best and final offer event.
    Require Response For All Lines
    Select this check box if suppliers are required to bid on all event lines.
    Require Full Quantity On Lines
    Select this check box if a supplier must enter the full line quantity when responding to an event.
    Display Lowest Bid Amount To Supplier
    Select this check box to show the current lowest bid amount on the Supplier Portal. This field must be selected if the Lowest Bid Option is set. This field is not allowed on sealed bid events.

    You can select this check box without the Lowest Bid Option if you only want suppliers to see the lowest bids, but not be required to specify the low bid.

    Lowest Bid Option
    Use this field if an event line should be a reverse auction, where each supplier must specify a price that is less than or equal to the lowest price that is currently submitted. This field is not allowed on sealed bid events.
    Allow Add On Charge
    Select this check box if add on charges are allowed.
    Allow Terms To Be Negotiated
    Select this check box if suppliers can negotiate terms.
    Allow Alternate Responses
    Select this check box if suppliers can provide a different item or service than the one indicated on the original event line.
    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
    Require Supplier To Enter Delivery Date When Responding To Lines With PO Output
    Select this check box if the supplier is required to select a delivery date when responding to lines with PO output.
    Output Type
    If output type is PO or contract, then include ship to, distributions, and requested delivery date.
    Default Account
    Specify the default account information.
    Asset
    Select a default asset.
    Asset Template
    Select a default asset template.
    Yellow Alert
    Specify the number of days before the event expiration date that a first alert email is sent.
    Red Alert
    Specify the number of days before the event expiration date that a second alert email is sent.
  4. Click Save.