To use a bid

The objective of the estimate process is to prepare a proposal, a quotation, or a bid consisting of the sales price information of elements, the project schedule, and invoicing information.

You can prepare the estimate using the integration with Microsoft Word. The relevant information required to prepare the bid is transferred from a Infor LN estimate to a Microsoft Word template. Although Infor LN provides standard templates, you can also customize the templates.

For the preparation of a bid, you must select particular lines of an estimate version. To store the documents that are relevant for an estimate in Infor LN, use the standard document management functionality. These templates can include the Microsoft Word template, Project Plan, CAD drawings, Microsoft Excel calculation sheets, or any other documents related to the estimate.

A bid contains the details of the estimate process and the deliverables for the customer, such as:

  • Scope documents
  • Summary sheets
  • Agreements
  • Schedules
  • Sales price estimates

The documents result from:

  • Reports
  • Microsoft Excel sheets
  • Microsoft Word documents
  • Microsoft Project plans

In Project, you can link all documents to a bid.

An estimate version can have one or more bids. You can use multiple bids to:

  • Provide alternative offers.
  • Bid for multiple customers in the project.

You can also define bid lines. Bid lines are the selected estimate lines for a given bid. The estimate lines are generated by the Prepare Bid (tpest3210m000) session or inserted manually using the Insert Bid Lines option.

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