Last Updated 9/5/2013. LM Procure to Pay Quick Reference Guide For Suppliers RFx Response

Transcription

1 Last Updated 9/5/2013 LM Procure to Pay Quick Reference Guide For Suppliers RFx Response Lockheed Martin Procure to Pay Revised May 2009

2 Procedure This quick reference guide displays the procedure of using submitting a bid invitation response through the LMP2P external portal. 1. Click the RFx and Auctions tab. 2

3 2. Find the appropriate RFx from the RFx list. You can also search using additional criteria by clicking the Show Quick Criteria Maintenance button. 3

4 3. Click the row selection button next to the RFx that requires a response. 4

5 4. Click the Display Event button to open the RFx in display mode. 5

6 5. When the RFx is in display mode, you have the ability to communicate your participation in the bid response. This is not a required step in the process. Click the Participate button if you plan to bid, but may not be ready to actually submit the bid response at this time. The Do Not Participate button means you do not plan on responding to the bid request. Tentative means you are unsure as to whether or not you will provide a response. The Lockheed Martin representative can view your response to these buttons. 6

7 6. Back on the RFx list, select the RFx you want to respond to and click the Create Response button. 7

8 7. Click the Items tab to input the price information. 8. Enter the price in the Price field. Make sure to check the Price Per field. It does default to 1, but can be modified. 8

9 9. At the top of the screen, there are three red errors that have to do with questions needing to be answered on the bid invitation response. To answer those questions, navigate to the RFx Information tab, and then the Questions link. 9

10 10. The required questions appear. Scroll to the right to view the Reply area. 10

11 11. Depending on the type of question, the type of reply may differ. In the screenshot above, the first two questions are Yes/No. Click the appropriate radio button for the answer. The last question shown requires a date response. Click the field to use the calendar to choose a date. Then, if necessary, use the Comment field to provide a free text response that can further elaborate on the Reply. 11

12 12. Click on the Conditions tab to add or adjust any conditions. Click the Add Condition button to add a condition to a line item. 13. You can also add Scales to the Gross Price condition. Highlight that condition and click the Scales button. 12

13 14. As a result of the Valid To date defaulting to , you will receive a yellow warning message at the top of the RFx response. You can modify the Valid To date on the Conditions tab if known, but it is not necessary to successfully submit the RFx response. 13

14 15. When the information on RFx response is complete, click the Check button to have the system check the response for any errors. 16. If no errors exist, click the Submit button to submit the RFx response. Note: If you are not ready to submit at this time, click the Save button to save your work and come back to complete the response at a later time. 14

15 17. A confirmation message will appear when the RFx response has been successfully submitted. Click the Close button to close the screen. 15

16 18. Back at the RFx list, click the Refresh button to get the latest results. If you want to view or make edits to the RFx response, click the appropriate number in the Response Number column. 16