203. erfx.sell Side-Create -Edit-final Submit RFX Response

Transcription

1 After the RFx has been published by the Buyer in SAP SRM, the invited bidders can create bids or RFx responses in the supplier system. Bidders can indicate their participation prior to submitting a bid. Bidders are allowed to change their bids or RFx responses, and can make updates to their responses until the submission deadline. If the RFx is changed after it has been published, bidders are informed of the change by , and can make updates to their RFx response accordingly. Changes made to an RFx, bid, or RFx response result in the creation of a new version. You can use version comparison functionality to display the differences between versions. The following business process runs in the Supplier system: Create and submit bid or RFx response Change bid or RFx response Withdraw bid or RFx response The Supplier contact should receive an notification each time a Lear SAP RFx is sent to them. This will include specific information on the event. A specific Subject of the will indicate specifics about the event and the due date. The system will also be able to send a copy of the notification s to an overall company administrator (who receives a copy when anyone in that company receives a RFQ). This document will show how to Create and submit a bid or RFx response Quick Reference Use Apply,Refesh,Clear button to get proper POWL output at seach result screen Supplier can only attach cost Breakdown file ( Bidx Type Only) and Tooling Breakdown (Tool line Only) on a line item. Supplier is not per permitted to enter any other documents on header or item level. Supplier can opt to decline and may not quote on line item 203. ERFX.SELL SIDE-CREATE -EDIT-FINAL SUBMIT RFX RESPONSE 1

2 Navigate to SAP RFx SELL Side system Click on link Create Edit & Submit RFx Response-Steps Bidder login into Portal-->RFx-->Bid Processing Search for the RFx Event Number-->Select the RFx Event Number-->Click on the RFx Event Number to Open. Create a Response by clicking on the Create Response button or Open RFx then click on Create Response button Review and Respond on RFx Submit Response Print Preview of RFx response 203. ERFX.SELL SIDE-CREATE -EDIT-FINAL SUBMIT RFX RESPONSE 2

3 To Open and Review RFx Navigation: RFx ->Bid Processing A new screen (Active Querries of POWL) with the List of RFx events opens up. Click on the Query: All, under Active Queries section. A list of RFx Events are listed. Upon opening an RFx event, the system will show pertinent details about the event (header level information) and a table of the parts included. Click on the POWL URL to open it. Click on "Show Quick Criteria Maintainance" to open the search selection criteria. Enter the value of the field that is suitable to search. Example 1: Event Number is Example 2: * symbol can be used for searching. **000074** Click on toggle button Hide Quick Criteria Maintenance -To hide and Show Quick Criteria Maintenance to show search Criteria Cick on "Apply" to retrieve results as per the selection criteria ERFX.SELL SIDE-CREATE -EDIT-FINAL SUBMIT RFX RESPONSE 3

4 Select the RFx through POWL to Create Response There are Two Ways to Create a Response Case 1: Create a Response from POWL Case-2: Open RFx to Create Response Case 1: Create Response from POWL Seach RFx and Select RFx to Create Response--> Click on Create Response The Items screen will show all the items in the RFx with important details displayed in the table. Supplier will be able to download the table of items and all included data from the system ERFX.SELL SIDE-CREATE -EDIT-FINAL SUBMIT RFX RESPONSE 4

5 Some data fields in the system will be mandatory and will not allow submission of the quotation without the mandatory data elements. Supplier can save their work on a partially completed quotation and signout of the system. Partially completed quotation data will remain in the system and can be completed later by the original person who started the quotation or another Supplier authorized user. Suppliers will be able to review their previous quotations; In the system, Using the cost breakdown export, and Downloading a softcopy of the entire quotation (Header, Items, Questions, costs, etc.) 203. ERFX.SELL SIDE-CREATE -EDIT-FINAL SUBMIT RFX RESPONSE 5

6 Case-2: Open RFx to Create Response Seach RFx and Click on RFx to Open RFx details 203. ERFX.SELL SIDE-CREATE -EDIT-FINAL SUBMIT RFX RESPONSE 6

7 Header - RFx information - Basic Data In th RFx Information tab--> RFx Parameters contains various elements of the RFx,In the initial Screen on RFx, the tab RFx Information is launched by default. The Identification section has details about this document. Review all information and Respond accordingly. Enter data for all mandatory values ERFX.SELL SIDE-CREATE -EDIT-FINAL SUBMIT RFX RESPONSE 7

8 Header - RFx information - Question Questions Answer Questions as requested from Lear ERFX.SELL SIDE-CREATE -EDIT-FINAL SUBMIT RFX RESPONSE 8

9 Header - RFx information - Notes and Attachments Notes and Attachments:You can review notes and attachments uploaded for RFx Following the attachment of a document, an overview of the attachments area will display Note: Repeat the ADD ATTACHMENT process to continue adding attachments Do not use any special characters in the title of the document that is being attached (i.e., #, $, &, etc.) Supplier cannot add any attachment at Header level Supplier can only add Cost Breakdown File on Line items Supplier can only add Tooling Breakdown File on tooling Line items 203. ERFX.SELL SIDE-CREATE -EDIT-FINAL SUBMIT RFX RESPONSE 9

10 Items-Item Data Review Items level information and respond accordingly. To Review an item select the grey box next to it and then use the Details button. You can use the navigation arrows for to quickly cycle through the items in the RFx ERFX.SELL SIDE-CREATE -EDIT-FINAL SUBMIT RFX RESPONSE 10

11 Items-Question Questions Review Questions and Answer as requested from Lear Items-Notes and Attachments Notes and Attachments: You can review notes and attachments uploaded for the RFx Following the attachment of a document, an overview of the attachments area will display Note: Repeat the ADD ATTACHMENT process to continue adding attachments Do not use any special characters in the title of the document that is being attached (i.e., #, $, &, etc.) 203. ERFX.SELL SIDE-CREATE -EDIT-FINAL SUBMIT RFX RESPONSE 11

12 Supplier cannot add any attachment at Header level Supplier can only add Cost Breakdown File on Line items Supplier can only add Tooling Breakdown File on tooling Line items 203. ERFX.SELL SIDE-CREATE -EDIT-FINAL SUBMIT RFX RESPONSE 12

13 Adding to Tooling Item to RFx Response (Optional ) Enter the Item Number that will be created by the tool. This will tie the Item number to the tool for Audit purposes. Each tool must have at least one Item number. Steps for Adding to Tooling to RFx Response: Select New Line item -->Click on Product Category --> search for "TOOL" Product Category then Click on OK. Click on Details of Newly created Tooling item.--> Click on Cost/Tooling Part # ID --> click "ADD" Enter Product ID on Tooling Line item to link and tie with Item number to the tool for Audit purposes. Note : Data on the tooling line item can be uploaded through tooling Break-down file only. Manual entry is not allowed ERFX.SELL SIDE-CREATE -EDIT-FINAL SUBMIT RFX RESPONSE 13

14 203. ERFX.SELL SIDE-CREATE -EDIT-FINAL SUBMIT RFX RESPONSE 14

15 Items-Cost/Tooling Part # ID Summarized Values from Cost Breakdown file will be automatically populated in relevant fields Total cost of the part will be systematically calculated 203. ERFX.SELL SIDE-CREATE -EDIT-FINAL SUBMIT RFX RESPONSE 15

16 Notes and Attachments Note Supplier cannot add any attachment at Header level Supplier can review Header and Item level Notes and Attachments 203. ERFX.SELL SIDE-CREATE -EDIT-FINAL SUBMIT RFX RESPONSE 16

17 Summary Display Summary of RFx response document Tracking In the Tracking view, you can display changes (for example, when a date has been changed) to the bid invitation with old and new values. Select the Tracking Tab to review the History, Status, Version Overview, and/or Change Documents ERFX.SELL SIDE-CREATE -EDIT-FINAL SUBMIT RFX RESPONSE 17

18 Submit Response Once all information has been entered, the bidder selects the CHECK button to make sure the response is complete and contains no errors If there are no errors, the bidder can select the SUBMIT button. A message will display stating, RFx response 8xxxxxxxx submitted ERFX.SELL SIDE-CREATE -EDIT-FINAL SUBMIT RFX RESPONSE 18

19 Print Preview of Rfx response Click on print preview button to Preview response Close Browser It is recommended to close the internet browser window for the SAP/SRM Portal before shutting down your computer ERFX.SELL SIDE-CREATE -EDIT-FINAL SUBMIT RFX RESPONSE 19