Creating events from a template

Sign in as Sourcing Manager and select Create Events.
On the Create Events tab, click Create From Template
Specify this information:
Company

Select a company.

From Event Template #

Select an event template to use to create the event.

Name

Specify 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.

Category

Select a category.

Sub Category

Select a sub 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.

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 that 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.

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 a Q and A open and close date. 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 Bond check box. Specify a value that indicates 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 an option:
- 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 processing method for the vendor item:
- 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 have values in either the dates, or the dates not required fields.

Preview

Select a date and time that the event preview period begins.

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.

Close

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

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.

Contract Type

Select a vendor contract type.

Subtype

Optionally, select a subtype to further define a contract type. If you specify both a contract type and subtype, then the vendor contract that is assigned to the subtype is used to process the contract.

Contract Classification

Select a contract classification.

Subclassification

Optionally, select a subclassification to further define a contract type. In cases where a contract has both a classification and a subclassification, the option settings for the subclassification are used.

Effective Date

For vendor contracts, select the date that the vendor price becomes effective.

Expiration Date

Select the date that the vendor price expires.

Schedule Frequency

Select a schedule frequency.

Maximum Release Number

Specify the number of standing order releases that are allowed.

Participant Company

Select a participant company.

Location

Select a location.
In the Copy Options section, select whether to copy detail records from the originating event template.
Click Submit.