To use a bidThe 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. 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:
The documents result from:
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:
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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