Request for Proposal General
The Request for Proposal module in the EDI system allows suppliers to receive, review, and respond to RFPs created by buyers.
Suppliers cannot manually create RFPs but receive them in the Pending Proposal status. User must provide pricing, terms, and additional details before submitting the proposal for approval.
The module ensures structured collaboration between buyers and suppliers, streamlining procurement negotiations.
Module Functions
- Receive RFPs: Users automatically receive RFPs initiated by buyers.
- Review Requested Items: Users can view request details, including descriptions, quantities, and expense types.
- Upload Proposal Document: Users with PR Manager or Vendor Manager permissions can upload a proposal document.
- Submit RFP for Approval: If an approval workflow is configured, the proposal must go through the approval process.
- Track Status Updates: Users can monitor the RFP's progress, from Pending Proposal to Approved or Rejected.
- Receive Notifications: Users receive alerts if an RFP is canceled by the buyer before submission.
Related Topics
- Dashboard: Provides an overview of pending RFPs and supplier actions.
- Request for Proposal Details: Displays RFP information, including requested items, public customer selection, and submission workflow.
- Request for Proposal Settings: Defines module configurations, such as general item selection, expense type management, and storage provider options.