Manage Invitation to Bid Selection Screen Field Reference

This screen field reference describes the following:

Criteria tab

Use this tab to filter the list of invitations to bid available for selection on the Select Vendors tab.

Note:

Vendors already selected for the estimate remain in the estimate even if they don't meet the criteria to be displayed.

Field

Description

All ITB Requests

Select the checkbox to show All ITB requests.

ITB Request

Enter the value for the ITB request for which to show vendor bids or click to select the ITB request from a Lookup List.

Leave this field blank to show vendor bids for all ITB requests.

All ITB References

Select the checkbox to show all ITB WBS codes.

ITB Reference

Enter the value for the ITB WBS code for which to show vendor bids or click to select the ITB WBS value from a Lookup List.

Leave this field blank to show vendor bids for all ITB WBS values.

All Vendors

Select the checkbox to show all vendors.

Vendor

Enter the code for the vendor whose bid you want to show or click to select the vendor from a Lookup List.

Leave this field blank to show vendor bids for all vendors.

All Line Types

Select the checkbox to show all line types.

Line Type

Enter the code for the line type for which to show vendor bids or click to select the line type from a Lookup List.

Leave this field blank to show vendor bids for all line types.

Request Format

Click to select the format for the invitation to bid requests you want to view. .

  • Materials

  • Subcontract

  • Both

Apply Criteria

Click Apply Criteria to filter the vendor bids on the Select Vendors tab by the selected criteria.

Clear Criteria

Click Clear Criteria to remove all data from the criteria fields.

Select Vendors tab

Use this tab to select the vendors to use for the estimate or select to perform the work yourself. Each row in the grid is an ITB reference that met the criteria entered on the Criteria tab. The last row in the gird displays the column totals for the numeric fields. Most of the fields are display only. Use the vendor columns and the self-perform column to the far right of the grid to indicate who will provide the materials or perform the work for the estimate.

Field

Description

Show Cost Items

Select the checkbox to show cost items for the ITB references listed. Cost items are shown by default for material invitations to bid.

Select Vendors grid (unlabeled)

Status

Displays the status of the ITB record.

  • Not Selected - A vendor has not been selected for the item.

  • Selected - A vendor has been selected for the item. The status column is highlighted in green.

  • Warning - Multiple vendors have been selected for the item. The row is highlighted in yellow.

  • No Bid - The item is set to No Bid in the Enter Invitation to Bid Requests and Responses screen.

  • Self Perform - Self Perform is selected for the item.

Reference

Displays the WBS code value for the cost item.

Cost Item Reference

Displays the reference for the cost item.

Cost Item Description

Displays the description associated with the reference for the cost item.

Line Type

Displays either the ITB item or the estimate cost item type.

Original Amount

Displays the original amount for the line item from the estimate created in the application.

Revised Amount

Displays the amount for the line item from the selected vendor.

Gain/Loss

Displays the difference between the original estimate amount and the new estimate amount.

Self Perform

Select the checkbox in a row to indicate that you want to perform the work yourself instead of using a vendor for that item.

Select the checkbox in the header row to indicate that you want to perform the work yourself for all items listed. This may lead to some items having more than one vendor selected. If multiple vendors are selected for an item, use the Resolve ITB Items with Multiple Selections popup window to specify how to resolve the issue.

Vendor columns

The application displays a column for each vendor included in an invitation to bid. Select the checkbox in a row to indicate that you want to use that vendor's bid in the estimate for that item.

Depending on the During Manage ITB Selection setting on the Enter Invitation to Bid Requests and Responses screen, you may be able to select individual items from a vendor bid, or you may have to select the entire vendor bid by selecting the checkbox in the column header for the vendor. This may lead to some items having more than one vendor selected. If multiple vendors are selected for an item, use the Resolve ITB Items with Multiple Selections popup window to specify how to resolve the issue.

Summary tab

Use the Summary tab to review the vendor bids selected to include in the estimate. Each row in the grid is an ITB reference that met the criteria entered on the Criteria tab. The fields in the grid are display only. The last row in the gird displays the column totals for the numeric fields.

Field

Description

Show Cost Items

Select the checkbox to show cost items for the ITB references listed.

Footer

Field

Description

Update Bid Day Estimate

Click to select the bid day instance to update with the selected bids. .

  • Update an existing bid day instance - Select an existing bid day instance from the list to update it with the selected vendors.

  • Create New Bid Day Instance - Select this option to create a new bid day instance for the estimate.

Resolve ITB Items with Multiple Selections popup window

The Resolve ITB Items with Multiple Selections popup window is only displayed if an ITB item has more than one vendor selected.

Field

Description

Show Cost Items

Select the checkbox to show cost items for the ITB references listed. Assemblies are listed if the checkbox is selected.

Status

Click to select how to resolve the issue for the ITB item. .

  • Select New Vendor Only - Use the last vendor selected for the item.

  • Leave Previous Vendor(s) Only - Use the first vendor selected for the item.

  • Use All Selected Vendors - This option allows you to update the bid day instance without resolving the issue. It is useful if you need to produce a bid to meet a deadline. The application will use the vendor and cost from the first vendor when updating the bid day instance.

If there are multiple ITB items listed, when you select how to resolve the first item, a prompt displays. To apply the selection to all other ITB items listed, click Yes.