Request for Proposal Create

Overview

The Create RFP page provides users with tools to initiate requests for vendor proposals. For users with Create Permission, RFP creation includes adding initial Requested Items and Attachments.

The Beneficiary field is automatically filled with the user’s name, but RFP Managers can select any beneficiary from all users.

Buyers must select a Public Vendor at the time of creation. Once sent, the RFP automatically enters the Pending Proposal status and cannot be edited or modified by the buyer.

Available Statuses

• Draft: Assigned when an incomplete RFP is saved. This status is visible only to the initiator.
  • Actions: Delete, Save or Send.
• Pending Proposal: Assigned when the RFP is submitted. The buyer cannot modify the RFP at this stage.
  • Actions: Cancel.

General Request Information

• Beneficiary: Is automatically filled with the user’s name, but RFP Managers can select any beneficiary from all users.
• Organization Unit: Allows managers to select the relevant unit for the RFP submission.
• Vendor: Selected during RFP creation from available public vendors.
• Priority: Options include "Normal" or "High," visible on the dashboard to highlight urgency.
• Due Date: Sets the deadline for receiving items.
• Request Valid Till: Specifies the final date until which the RFP is valid.
• Purpose: Specifies the reason for the RFP.

Document Rows

The Requested Items tab allows users to add items they are requesting proposals for.

The Attachments tab allows users and managers to upload relevant files to support the request. Available fields:

Requested Items

• Description: Displays requested item.
• Quantity: Displays the set number of each item.
• Expense Type: Displays selected expense type from available types in Expense Types.
• Remarks: Item-related notes or comments.

Attachments

The Attachments tab enables users and managers to upload relevant files to support the RFP. Available fields:

• File Name: Name of the uploaded file.
• Comment: Additional notes or comments for the file.

Any document can be uploaded here to provide further context or requirements for the RFP.