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 Technical Bid details, click on the Document Tab The screen looks as under: Under Document Tab there is a c-folder link where documents are uploaded by the Bidder in their corresponding areas. For opening the c-folder link, to click on the blue Link which

7 will be like Collaboration Bid Invitation,Tender Number. Once this linked is clicked, a pop up window comes as under: 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 open and minimizes in the taskbar. The new window to be opened from the taskbar as under: This Window

8 On opening the screen it looks as under : To view the offers of the vendors, please take the dropdown at the Public Area, which will show the details of the offers received in their respective work area as per the screen shot below: Public area The dropdown under the Public Area shows the respective bidders workareas where they have uploaded their technical offers. To open up the respective offers, select any of the bidders work area and click on the Case Folder. The details of the files uploaded by the bidder can be seen under the current version with respect to the Bid submitted by the bidder as per the screen shot below:

9 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. These are the uploaded files

10 On clicking View Content, the system prompts as under: Whereby you can open the underlying file or save the contents on the PC in local directory. Similar way, all the offers can be downloaded of can be viewed. Once a file is viewed of downloaded, against that user as tick mark will be displayed against the files as below.

11 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 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. 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