SRM RFx (Vendor) Author: Dennis Vater; Version: 01, January 1th, 2013

Transcription

1 Table of contents 0. System landscape 2 1. Notification about new RFx 2 2. Login to our supplier portal 2 3. Process RFx Overview of all RFx Participation advise Create response Functions Response sent Response returned Response rejected Acceptance of a bid 8 HARTING IT Services GmbH & Co KG Marienwerderstraße 2 D Espelkamp Page 1 of 8

2 0. System landscape The HARTING Group uses the SAP including the SAP Supplier Relationship Management. One part of the SAP SRM is RFx which is available from now on. The RFx are created by our purchasers via SAP Portal. The invited bidders are getting directly after the creation an with which they are told to log in to our supplier portal and to place a response to the created RFx. The responses are directly sent back to HARTING via the portal. Afterwards the purchaser compares the responses and accepts in the best case directly your bid. 1. Notification about new RFx When you are invited to an RFx you get an in which you are told to log in to our supplier portal to send a response to the RFx. The is a notification to tell you that there is a new RFx available. The contains a link with which you are directly connected to our supplier portal. 2. Login to our supplier portal After you have called our supplier portal or rather clicked on the link of the a window similar to the one below will appear. Here you have to enter your username and your password which you already received after the creation of a contact person or rather after your registration. HARTING IT Services GmbH & Co KG Marienwerderstraße 2 D Espelkamp Page 2 of 8

3 3. Process RFx 3.1 Overview of all RFx After successful login the following screen appears. With a click on you get an overview of all RFx for which you were invited. After you change the query or click on the current valid data is loaded. In this overview you see the RFx number (Event Number), the type, the status as well as the start and end date. If you already sent a response you would also see this response number here. The event status shows you if you have already executed an action or not. With a click on you can only display specific RFx. This is also possible by using the. Moreover you can change the display with a click on. 3.2 Participation advise In the overview of all RFx you have to mark the line on which you want to work on. HARTING IT Services GmbH & Co KG Marienwerderstraße 2 D Espelkamp Page 3 of 8

4 Afterwards you have to click on the button. A new window appears in which you will see a yellow warning message. First you have to advise your participation. You do this with a click on one of the following buttons. You have the possibility to go through the different tabs and take a look at the given information before you decide about your participation. If you want to participate you click on the button. Thereupon the new button appears. You can also see now that you still have the chance to click on or even if you have selected to participate at the beginning. 3.3 Create response To create a response you have to click on the button appears.. Thereupon a new window HARTING IT Services GmbH & Co KG Marienwerderstraße 2 D Espelkamp Page 4 of 8

5 You see the same information as you have already seen at the beginning before you advised your participation. But now you can maintain some fields. On the first tab you see on the some general information. Here you can maintain for example some incoterms. On the area you see questions from the purchaser which you maybe have to answer. The area shows you notes and attachments which have been maintained by the purchaser. The text is written down in the column Description. Alternatively you can click directly on the category. On you can define header conditions. On the tab for the you see the positions which are requested by the purchaser. Here you have to make your entries. To get to the details of a position you have to mark the position and click on the button or you can click directly on the position. Thereupon a new area is displayed. HARTING IT Services GmbH & Co KG Marienwerderstraße 2 D Espelkamp Page 5 of 8

6 Here you see now the position details. The questions and attachments as well as the answers which you see here are only valid for the position. If you have maintained a price before on the position overview you now have the chance to maintain scales on the conditions tab. On the tab you see a complete overview of all notes and attachments of the RFx. Independent if they are maintained on header or item level. On the tab header or item level. you see all conditions of the RFx. Independent if they are maintained on The tab shows you a summary of the most important information. HARTING IT Services GmbH & Co KG Marienwerderstraße 2 D Espelkamp Page 6 of 8

7 The last tab shows you the response versions as well as the RFx versions (of course only if there are more versions existing). When you have finished the creation of your response you have different possibilities which are described in the following chapter. Important: The possibilities and tabs/fields which you can see and maintain are depending on the RFx type and on the settings the purchaser has done during the creation of the RFx! Functions On the top of the bar you have different buttons you can choose which will be described in detail now. Your response is send to the purchaser Show your open tasks for example workflows but at the moment you do not have to use this button Abort the creation of the response and close the RFx Change from change mode to display mode Displays a print preview of the RFx After a click on this button you get some messages about which information you still have to enter or if everything is already complete. Saves the response without sending it See answers from our purchaser to questions other bidders had to this RFx. Besides you can ask your own questions here. 3.4 Response sent After you sent a response the status and the informationofn the overview changes. The status changed to Submitted, a response version is created and a response number is entered. This response can be called with a click on the number or with a click on the button after you have marked the corresponding line. Thereupon you can still HARTING IT Services GmbH & Co KG Marienwerderstraße 2 D Espelkamp Page 7 of 8

8 the response as long as the deadline or the end date is not reached yet and if the purchaser has allowed this possibility during the creation of the RFx. With a click on withdraw your response. 3.5 Response returned The purchase has the possibility to return a submitted response. You then receive an as information. Moreover the status of the RFx changes in the overview from Submitted to Returned. Then you have the possibility to send a new response. If you do this the response version changes after you sent your updated one. 3.6 Response rejected If your response is rejected by our purchaser you get a notification via Acceptance of a bid If our purchaser accepts your bid you get a notification via . A further purchaser order will be created later on. The acceptance of a bid is not a purchase order! you HARTING IT Services GmbH & Co KG Marienwerderstraße 2 D Espelkamp Page 8 of 8