Steps to be followed in the e-procurement (SRM) System for Viewing the Tender Details:

Transcription

1 Steps to be followed in the e-procurement (SRM) System for Viewing the Tender Details: On receipt of request from Materials and Contracts Department for Technical / Techno-commercial Scrutiny of offers pertains to e-tender, the Users should use their User ID and Password provided for SRM portal (e-procurement site). Those users who have not yet having the User ID and Password should request ERP-MM cell, for issuance of User ID and Password with through support message from respective Sectional Head / Head of the Department. Users are requested to provide their ID, Full Name and Salary code/regn. No. when requesting for User ID as the User ID and Password generated by the system will automatically mailed to the ID. Settings For PC s for Accessing E-Tender in Local Network For those e-tender users who are still unable to get fast access to the portal, please make the following entry: 1. Open Internet Explorer Click on Tools Click on Internet Options Click on Connections Tab 2. Click on LAN Settings 3. Click on Advanced 4. In the text box with the existing entries for Do Not Use Proxy Server for addresses beginning with add the entry: *.oilindia.in 5. Click OK and OK again to save your new settings. 6. Try out the E-tender application, it should be accessed without asking for the Internet password. The above step is in addition to the procedure given earlier (reproduced below for your reference) All users of OIL s E-tender portal are required to maintain the following entry on their PC s host file as per procedure shown below: etender.srm.oilindia.in Please follow the following steps: 1. Click on Start button 2. On the Run screen, enter the command drivers and click on OK button. 3. Double click the folder etc 4. Double click file hosts and open with Notepad 5. copy the following entry and paste it in the hosts file (which is already open in Notepad) etender.srm.oilindia.in 6. save and exit the file

2 Once Users are having the User Id and Password, the e-procurement portal can be accessed with the following url : Alternative is to open it from the OILWEB click on the OIL s E-Tender icon as per the screenshot. To open the e-tender from Internet go to OIL s Internet portal and click on the OIL s E- Tender icon as per the screenshot.

3 On clicking the link or opening the url, the following page will be opened: The User need to key in their respective User ID and Password in the respective which will lead them to the following page: [ Based on the authorization the list may very, however, all the required transaction will be their on the screen] Next step is to click on the nod Process Bid Invitation, the following page will open:

4 Now the Bid Invitation Number which will be like SDXYYYYP12 to be keyed in under the Bid Invitation Number field as under After putting the Bid Invitation Number, click on the Start Button, the Tender will be displayed on the bottom as under:

5 The following information will be available on this, which are as under: Tender Brief Description Purch. Org. No. of Offers. Tender No. Type of Tender Tender opening Date Now for viewing the details of the Bids Received, one needs to click on the Number displaying under Bids column. On clicking the number the screen open are as under:

6 Displays the Name of the Bidders. To go into the Bid details, click on the Check Bid icon corresponding to the Bidders, which will open the offer of the respective Bidder. Like the tender, here also there are main two pages Header Data and Item Data. Like the viewing of the Tender, the offer details can viewed under Basic Data, Attributes and Documents. The following information are provided by the Bidder in the respective pages: 1.0 Under Basic Data INCOTERM and its Location. 2.0 Payment Term 3.0 Main Currency quoted. [ At Item Level currency may be different for individual Item Level] The screen looks as under:

7 Under Attribute Tab Page Information are provided as per the attributes maintained in the Tender: Under Document the information are provided under the Bidders Remark, which is a Text Field and the c-folder link where documents are uploaded. The screen details are as under: On clicking Bidders Remark, the Text maintained by the Bidder can be viewed. For opening the c-folder link, to click on the blue Link which starts with Bid 6XXXXXXX Bidders Name. Once this linked is clicked, a pop up window comes as under:

8 On pressing OK button, a new web page opened in a new window. To view the details of the c-folder, click on the new window, the screen looks as under : To view the files that has been uploaded, please click on the Case Folder. The details of the files uploaded will be displayed with respect to the Bid submitted by the bidder.

9 These are the uploaded files To open the files click on the files where the extensions are.ssig. On opening it will first show the Digital Signature and on clicking the view file, system will provide the provision to open and save these on the PC. If an offer is technically rejected, the user can set the offer as Technically Rejected by clicking the Technically Rejected tab as shown below. Techically Rejected

10 After Rejecting the offer click on the save button to save the remark. However, user need to be doubly sure before Technically Reject an offer, as system does not allow to reset the Rejection once done. After the Technical Scrutiny is over, the report to be forwarded to the Tender handling office as per the normal practice. For the item level components, please go to the Item data tab page, where the informations pertaining to the item Level like breakup of components, price etc. are available. To go to that page, click on the item data tab page as under : Item Data On pressing the Item Data tab page, the Item data page will be opened. The screen will be as under Based on the number of items, all the line items for each item will be displayed. To go to the individual line item data, click on the Item no. On opening the screen will look as under:

11 On clicking the See Conditions blue colored link the item level price details will be displayed as under:

12 Under Document tab page, the Text components from Bidders can be viewed under Bidders Remark. That s all about the Process to view Tender and Offers pertains to E-Tender. For assistance please contact ERP Support cell at OIL no. 7171/7192