Estimate RFP To Procurement Wizard

An Estimate may contain many RFP Packages with each having multiple bidders. Within each package, usually a single vendor is awarded all the items. For example, if an Estimate has 10 packages there would be 10 winning bidders. However, there can be circumstances where multiple vendors are awarded within an individual package.

To automate the procurement process, the Estimate RFP Package To Procurement Wizard identifies awarded vendors and items in these packages so that POs and/or Subcontracts can be created without duplicate data entry.

Data Entry Steps

  1. Click the 'Projects' icon on the left menu.
  2. Select the Project.
  3. On the Project menu, under Procurement, select Procurement Overview.
  4. Navigate to the PO or Subcontract row in the Stats section.
  5. Click the 'Actions' button on the far right.
  6. Click 'Add From Estimate RFP' option from the drop-down menu.
  7. Within the wizard's form, select the Project #, Estimate and RFP Package.
  8. Check or Uncheck the Winning Bidders Only field. This will then filter the Subs and Suppliers that are referenced in the Estimate RFQ Package accordingly.
  9. Select the Supplier / Subcontractor Company.
  10. Select the type of transaction to be created: PO or Subcontract.
  11. Click the 'Next' button at the bottom.
  12. Select the default Job Cost Code to be used if none is specified in the RFP Package Items grid.
    Note: Sage Construction Management will try to match the WBS Code to identify the correct Job Cost Code for each line item.
  13. Select one or more RFP Package Items.
  14. Select the Prime Contract.
  15. The next available PO or Subcontract # will be set automatically but can be changed.
  16. Enter or select the Issue Date. The current date will be set as the default.
  17. Enter a Subject. Typically, the RFP Package Title would be entered in the Subject field.
  18. Optional: Select the Supplier or Subcontractor Contact.
  19. Status will be set to Pending by default but can be changed aftewards unless Transaction Workflow applies.
  20. Enter or select the Status Date.
  21. Click the 'Finish' button at the bottom.