Standalone (aka Procurement) RFP Wizard

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