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 Versions (tpest1100m000) session. If not specified, 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 Versions (tpest1100m000) 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, 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, 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.
  • 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.
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.

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 Bids (tpest3100m000) 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

Draft

The object is checked out. It can be changed and saved multiple times until the user submits the changes.

Pending

Any changes made to the object are submitted. The object is pending for approval. The data of the object cannot be modified.

Recall Requested

The object was already submitted, but is recalled by the user. Approval will not take place anymore. If the recall is accepted, the object status becomes Draft (Revision). If the Recall is rejected, the object status becomes Pending.

Draft (Revision)

The object was recalled after it was submitted and the recall is accepted. The object can be changed and saved multiple times until the user submits the changes.

Rejected

The submitted changes to the object are rejected. The user can make changes to the object and submit these changes again, or discard all changes.

Approval Received

The submitted changes to the object are approved. The object will automatically be checked in. If the check-in fails, the status remains Approval Received. An administrator must decide what to do with the object.

Approved

The submitted changes to the object are approved and the object is checked in.

Not Applicable

The object is checked in. Instead of an Object status, an Approval status is applicable.

Note: For more information on setting up and using ION Workflow for business objects in LN, refer to the 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
Additional Information

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