To create bids automatically

Select the procurement group for which to create a bid. A procurement group is a group of companies that share a common procurement effort. They buy items and services together.

Select a bid name that represents a group of items for which vendor bids have been received.

Select a major purchasing class that was previously defined using Purchasing Class (IC07.1).

Select the manufacturer code for an item.

Select Yes to create a bid record. You can use bid records to view and maintain the bid.

You must create a bid record if you want to download a file or print a report. Because the downloaded file is not vendor-specific, it can be used numerous times to create a spreadsheet or an EDI-transmitted request for bid. The application creates a bid file record without a vendor number that can be used as a control record. Bid records can be updated on Bid (PO16.1).

Select No.

The bid should not be downloaded to a file until the bid runs without errors and has been reviewed.

Select a file type. If you select Sequential, each field in the file is displayed in a fixed column position. If you select CSV, each field in the file is separated from the next by a comma.

Select Yes to print the bid, which can then be printed or faxed to potential vendors.

You can make changes to the bid information on Bid (PO16.1).

Type a date range for determining purchase quantities for bid items. If this field is blank, the application creates a purchase quantity based on the date from one year prior to the system date.

Select Yes to convert purchase quantity data to an annualized amount. Annualizing is a way of estimating required quantities in a year's time. For example, if the date range you select in the Purchase Quantity Date Range field is three months, the purchase quantity is the amount for that range times four.

Select whether to include inactive items when creating bids.