Bid_Request_Form

Bid Request Form

Use the Bid Request Form to generate a form that lists the inventory items and the quantity needed to request a bid from the preferred vendors. The system will create a bid request transaction to track the request after it has been sent. This form uses the reorder point to determine which inventory items require a bid request. You can determine which inventory items to include and how many requests to print for each item.

 

Print Bid Request Form

Set up the report options to print the form.

Do this...

1. Open Connect Materials Management > Reports > Bid Request Form.

2. Select a report title.

3. Enter the Report Dates.

Select a MM/DD/YYYY from the Report Date drop-down list, or click Advanced Options.

What is the report date?

  • The system will use this date as the transaction date for creating the bid request.


4. Enter the Date Required By.

This is the date when a reply to the bid is needed.

When does the vendor need to delivery the inventory?

  • I know the required by date. Enter the MM/DD/YYYY in the Date Required By field.

  • I want to enter the date when the report prints. Leave blank the Date Required By field.  


5. Enter the Default Number of Bid Requests per Item.

The value in the Default Number of Bid Requests per Item field will set the value for the number of requests on the selection screen.  

Do you know the number of bid requests to create?

  • Enter a number (1-99) in the Default Number of Bid Requests per Item field.


6. Enter the Include Inventory Within [ _ ]% of the Reorder Point.

The reorder point is the level of inventory that means it's time to replenish the inventory.

Do you want to include inventory items that are close to the reorder point?

  • Yes, I want to include inventory items that are close to the reorder point. Select the Include Inventory within [ _ ]% of the Reorder Point checkbox. Then, enter a percentage in the  [ _ ]% of the Reorder Point field.

  • No, I only want to include inventory items that are equal to or less than the inventory item's reorder point. Leave blank the Include Inventory within [ _ ]% of the Reorder Point checkbox.


7. Set up the Print a List of the Selected Items checkbox.

When you run the report a Selection form will display on the screen. You will be prompted to select the inventory to include on the bid. If you select this option, the bid request form will print followed by a list of the inventory that you selected on the Selection form.

Do you want to print a list of the requested items?

  • Yes, I want to print a list of the requested items. Select the Print a List of the Selected Items checkbox.

  • No, I do not want to print a list of the requested items. Deselect the Print a List of the Selected Items checkbox.  


8. Set up the Print Bid Requests checkbox.

A bid request is a response to a request for proposal from a company interested in obtaining goods or services. Use this option to print a Bid Request form.

Do you want to print the bid requests?

  • Yes, I want to print bid requests. Select the Print Bid Requests checkbox. When the requests are printed, do you want to create transactions for the requested items? Select the Create Bid Requests Transactions checkbox. When this option is selected the system will not create another request for the item until the existing request has been fulfilled or canceled.

  • No, I do not want to print bid requests. Deselect the Print Bid Requests checkbox.  


9. Which form are you using to print bid requests? Set up the options on the Forms tab to choose the form layout and form print settings.  

10. Click Print (CTRL+P).

11. Set up the Print checkbox.

Use the Print checkbox to select the inventory items to include on the bid.

12. Click OK.

The form prints.


Options

Create bid request transactions

When this option is selected the system will not create another request for the item until the existing request has been fulfilled or canceled.


Default number of bid requests per item

The value in the Default Number of Bid Requests per Item field will set the value for the number of requests on the selection screen.  

Do you know the number of bid requests to create?

  • Enter a number (1-99) in the Default Number of Bid Requests per Item field.

Date required by

This is the date when a reply to the bid is needed.

When does the vendor need to delivery the inventory?

  • I know the required by date. Enter the MM/DD/YYYY in the Date Required By field.

  • I want to enter the date when the report prints. Leave blank the Date Required By field.  

Include inventory within [ _ ]% of the reorder point

The reorder point is the level of inventory that means it's time to replenish the inventory.

Do you want to include inventory items that are close to the reorder point?

  • Yes, I want to include inventory items that are close to the reorder point. Select the Include Inventory within [ _ ]% of the Reorder Point checkbox. Then, enter a percentage in the  [ _ ]% of the Reorder Point field.

  • No, I only want to include inventory items that are equal to or less than the inventory item's reorder point. Leave blank the Include Inventory within [ _ ]% of the Reorder Point checkbox.

When you run the report a Selection form will display on the screen. You will be prompted to select the inventory to include on the bid. If you select this option, the bid request form will print followed by a list of the inventory that you selected on the Selection form.

Do you want to print a list of the requested items?

  • Yes, I want to print a list of the requested items. Select the Print a List of the Selected Items checkbox.

  • No, I do not want to print a list of the requested items. Deselect the Print a List of the Selected Items checkbox.  

A bid request is a response to a request for proposal from a company interested in obtaining goods or services. Use this option to print a Bid Request form.

Do you want to print the bid requests?

  • Yes, I want to print bid requests. Select the Print Bid Requests checkbox. When the requests are printed, do you want to create transactions for the requested items? Select the Create Bid Requests Transactions checkbox. When this option is selected the system will not create another request for the item until the existing request has been fulfilled or canceled.

  • No, I do not want to print bid requests. Deselect the Print Bid Requests checkbox.  

Report dates

Report Dates is the report date range. The report will use the report date range to select transactions to print on the report.

Do you want to use the current date as the report date range?

  • Yes, I want to use the current date. This is the default setting.

  • No, I want to use a different date range. Change the Report Date, or click Advanced Options.

Selection form

When you run the report a Selection form will display on the screen. You will be prompted to select the inventory to include on the bid. If you select this option, the bid request form will print followed by a list of the inventory that you selected on the Selection form.


Do you want to print a list of the requested items?

  • Yes, I want to print a list of the requested items. Select the Print a List of the Selected Items checkbox.

  • No, I do not want to print a list of the requested items. Deselect the Print a List of the Selected Items checkbox.

How do I complete the Selection form?

1. Enter the Requested Quantity. This is the quantity you are requesting on the bid.

2. Select the Print checkbox to include the item on the bid request form.

3. Click OK to continue.

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