ManualDoc:T800004

This tab contains the following information related to the bidding:

• Business Partner: supplier that submitted a proposal
• Partner Address: address of the business partner
• Date Sent: date that the proposal was sent
• User/Contact: contact at the business partner
• Sales Transaction checkbox:when this checkbox is selected, the bidding is concerning the sales part of the project. When processed the following will happen:
  • The Project Lines (if any were there) are overwritten with the proposal lines of the winning bidding.
  • The Business Partner information in the main tab of the Service Project gets overwritten with the Business Partner of the winning bid
  • The Planned SO Net Unit Price in the line is populated with the Net Unit Price from the Proposal Line
  • The Planned PO Net Unit Price is left blank
  • When the Sales Order is generated, the Business Partner from the Proposal is reflected on the Sales Order.
  • When the Purchase Order is generated, the Business Partner from the Supplier tab is reflected in the Purchase Order.
• When the Sales Transaction checkbox is not selected, the bidding is concerning the purchase part of the project. When processed the following will happen:
  • The Project Lines (if any were there) are overwritten with the proposal lines of the winning bidding.
  • The Business Partner information in the main tab of the Service Project gets overwritten with the Business Partner of the winning bid
  • The Planned SO Net Unit Price in the line is populated with the Net Unit Price from the Proposal Line
  • The Planned PO Net Unit Price is left blank
  • When the Sales Order is generated, the Business Partner from the Proposal is reflected on the Sales Order
  • When the Purchase Order is generated, the Business Partner from the Supplier tab is reflected in the Purchase Order.
• Payment Method: payment method related to the proposal
• Payment Terms: payment terms related to the proposal
• Header Note: notes related to the bidding
• Footer:
• Copy Lines from Project button: to copy the lines listed in the [Project Line] tab to the [Proposal Line] tab. The Net Unit Price in the [Proposal Line] tab is copied from the Planned SO Net Unit Price in the [Project Line] tab.
• Process a Winning Bid button: This action can only be executed when the status is Open. If executed multiple times, the execution of the previous bid will be overwritten (if applicable). This means that only one bidding can be considered the winning bid and only one winning bid can be reflected in the Project Lines.