Bid (tpest3600m000)

Use this session to to view and maintain the bid lines for the primary structure of an estimate. The bid structure is displayed in a tree view. The value of some of the fields in this session can be defaulted from the Sold-to Business Partner (tccom4110s000) session.

Note:

When the Bid Status field is set to Accepted, only these fields are enabled:

Probability Percentage
Phase
Competitor 1/ Competitor 2/ Competitor 3
Bid Status
Reason
Expiry Date
Award Text
Extended Additional Information

Field Information

Summary

Project

The project code.

Description

The description or name of the code.

Status

The status of the project.

Allowed values

Free
Active
Finished
Closed
Archived
Blocked

Version

The estimate version code.

Description

The description or name of the code.

Status

The estimate version status.

Allowed values

Free: If the status is Free, you can change or add data.
Final: If the status is Final, data is frozen.

Bid Number

The bid number.

Description

The description or name of the code.

Bid Status

The status of the bid.

Allowed values

Free: The initial status of the bid.
Accepted: The status of the bid after the same is approved.
Rejected: The status of the bid after the same is rejected.

Invoicing

Business Partner: The business partner linked to the bid.
Contact: The contact.
Description: The description or name of the code.
Phone: The contact's phone number.
Sales Office: The code of the sales office.

Note:
This value is defaulted from the Estimate Version session. If not specified, Infor LN defaults this value from the Sold-to Business Partner (tccom4110s000) session. However, you can modify this value.

If the sales office specified in the Estimate Version session is different from the sales office specified in the User Profile (tppdm0101s000) session, a notification message is displayed.
Description: The description or name of the code.
Probability Percentage: The probability of the business partner accepting the bid, expressed as a percentage.

Reference

Customer Reference: The reference to identify the customer.
First Reference: The reference text to be printed on the bid, for example, the name of the contact person or the customer reference number.
Second Reference: The reference text to be printed on the bid, for example, the name of the contact person or the customer reference number.
Internal Sales Representative: The code of the internal sales representative, specified in the Employees - General (tccom0101m000) session.

Note: When you specify a value in this field, Infor LN checks if the specified employee’s data exists in the Employees - People (bpmdm0101m000) session and the employee is Active (based on the First Date of Employment and the Last Date of Employment). Else, a warning message is displayed. You can ignore the message.
Name: The name of the internal sales representative.
External Sales Representative: The name of the employee who is the external sales representative (who is responsible for maintaining contact with the sold-to business partner, mainly by visits) for the bid, defined in the Employees - General (tccom0101m000) session.

Note: When you specify a value in this field, Infor LN checks if the specified employee’s data exists in the Employees - People (bpmdm0101m000) session and the employee is Active (based on the First Date of Employment and the Last Date of Employment). Else, a warning message is displayed. You can ignore the message.
Bidding Text: If this check box is selected, a text is present.

Bid Values

In Bid Currency: The currency of the bid amount.
In Home Currency [%s]: The bid amount expressed in the home currency.
Cost Amount: The cost amount calculated for the bid lines.
Currency: The default currency of the cost amount.
Home Currency: The cost amount in the home currency.
Sales Amount: The sales amount calculated for the bid lines.
Currency: The default currency of the sales amount.
Home Currency: The sales amount in the home currency.
Profit Margin: The profit margin for the bid. The profit is the difference between the cost and the sales amount.
Currency: The currency of the profit margin.
Home Currency: The profit margin in the home currency.
Profit Margin (%): The profit percentage.

Note: The margin percentage is calculated based on the value specified in the Profit Base field, in the Project Parameters (tppdm0100s000) session.
Sales Tax Amount: The sales tax amount payable to the tax authority.
Home Currency: The sales tax amount payable to the tax authority in the home currency.

Selling

Classification

Line of Business: The line of business as specified in the Lines of Business (tcmcs0131m000) session.

Note: This value is defaulted based on the business partner. However, you can modify the value.
Description: The description or name of the code.
Geographical Area: The geographical area as specified in the Areas (tcmcs0145m000) session.

Note: This value is defaulted based on the business partner. However, you can modify the value.
Description: The description or name of the code.
Acquiring Method: The method used to acquire the project that is linked to the bid.

Note: This value is defaulted from the Project (tppdm6600m400) session.
Description: The description or name of the code.
Financing Method: The method used to finance the project that is linked to the bid.

Note: This value is defaulted from the Project (tppdm6600m400) session.
Description: The description or name of the code.
Category: The code that identifies the category as specified in the Categories (tppdm0146m000) session.

Note: This value is defaulted based on the project. However, you can modify the value.
Description: The description or name of the code.
Business Sector: The business sector linked to the bid.

Note: This value is defaulted based on the project. However, you can modify the value.
Description: The description or name of the code.
Group: The group linked to the bid.

Note: This value is defaulted based on the project. However, you can modify the value.
Description: The description or name of the code.
Source: The code that identifies the sources as specified in the Sources (tcmcs1124m000) session.
Description: The description or name of the code.

Competitors

Competitor 1: The code that identifies the competitor company, as specified in the Competitors (tppdm0135m000) session.
Description: The description or name of the code.
Competitor 2: The code that identifies the competitor company, as specified in the Competitors (tppdm0135m000) session.
Competitor 3: The code that identifies the competitor company, as specified in the Competitors (tppdm0135m000) session.

Invoicing

Invoicing Method: The invoicing method for the bid.
Description: The description or name of the code.
Invoice Discount: The percentage calculated as a discount on the invoice amount of the bid.

Paying

Payment Terms: The payment terms for the bid.
Description: The description or name of the code.
Payment Method: The payment method for the bid.
Description: The description or name of the code.

Shipping

Delivery Terms: The delivery terms for the bid.
Description: The description or name of the code.
Point of Title Passage: The point of title passage for the bid.
Description: The description or name of the code.
Carrier/LSP: The carrier for the bid.
Description: The description or name of the code.
Bidding Text: The text related to the bidding process. This is used for external use.

Tax

Tax Classification

The tax classification for the bid, specified in the Tax Classifications (tctax0116m000) session.

Exempt

If this check box is selected, the tax is exempted for the bid.

Tax Country

The tax country for the bid.

Tax State/Province

The state/province of the tax country for which the tax and registration data is displayed.

Tax Code

The tax code specified in the Tax Codes by Country (tcmcs0536m000) session.

Own Tax Number

The tax number of the company.

Note:

This is a display field.
Infor LN populates this value based on the:
- The Financial company that is linked to the Sales Office of the contract line.
- The Tax country linked to the contract line.
- The Reference date from which the tax is applicable. Usually, the invoice date is considered as the reference date.

Legal Name

The name linked to the registration ID which can be used on the legal reports.

Exemption Certificate

The tax exemption certificate number, if tax is exempted for the bid.

Note: This field is enabled only if you select the Exempt check box.

Exemption Reason

The code that identifies the reason for the exemption of tax.

Note: This field is enabled only if you select the Exempt check box.

Tax and Registration Data Complete

Indicates whether the tax and registration data generation process is completed for the bid.

BP Tax Country

The tax country of the sold-to business partner.

Tax State/Province

The code of the state/province to which the sold-to business partner is linked.

BP Tax Number

The tax number allotted by the government to the sold-to business partner.

Legal Name

The name linked to the registration ID of the sold-to business partner that can be used on the legal reports.

Status

Tracking

Creation Date

The date when the bid is created.

Last Modified by

The user who last modifies the bid.

User

The name of the user who last modifies the bid.

Last Modified on

The date when the data is last modified.

Created by

The user who creates the bid.

Name

The name of the user who creates the bid.

Status

Bid Prepared By: The employee who prepares the bid.
Bid Creation Date: The date on which the bid is created. However, this value can be modified only if the bid process, is initiated by a user external to LN.
Due Date: The date by which the bid must be proposed to the customer.
Expiry Date: The date on which the bid is expired. If the expiry date is in the past, all the fields except the Reason field in the Bid session and the Expiry Date field are disabled.
Phase: The code that identifies the phase.
Description: The description or name of the code.

Award

Workflow Status

The status that is applicable for the business object requires authorization using ION Workflow.

When you perform a change that requires authorization, a checked-out version is created for the business object. These changes are effective only after the approval/check-in. You can also undo these changes, or recall the changes submitted.

Note:

Checked-out and checked-in objects are displayed in the Checked-out Objects (ttocm9599m000) session.
From the appropriate menu of this session, select Workflow and then select the required action for the business object.

Allowed values

Note: For more information on setting up and using ION Workflow for business objects in LN, refer to the Infor LN Content Guide for Infor ION guide at Infor Xtreme.

Note: This is applicable only if the functionality is enabled for this company.

Approved for Proposal

If this check box is selected, the bid is approved.

Bid Approval By

The employee who approves the bid.

Note: This field is enabled only if you select the Approved for Proposal check box.

Approval Date

The date and time on which the bid is approved. This date is used for tracking purpose.

Note: This field is enabled only if you select the Approved for Proposal check box.

Contract

The contract associated with the bid.

Contract Line

The contract line linked to the bid.

Text

The additional text related to the bid.

Award Text

The text related to the bidding process. This is used for internal use.

Additional Information

The user-defined fields that can be linked to LN tables. These fields are for reference purpose only.