The procurement document can have 1 or more lots. Each lot can have 1 or more requisition items.
Field | Description |
ID | This is a unique identification code of the Lot information |
Sequence # | Sequence Number of each Lot gets automatically assigned |
Allow Item Level Award | If field is checked it indicates that the Lot can be awarded per item purchased. It defines if the Procurement Document Lot allows vendors to be awarded per item that they purchase |
Total Amount DC | Automatically populated with the total sum of the items is shown in this field. |
| Total Amount Fc | System auto populated with the sum of the item amounts for all items having foreign currency. |
| Total Estimated Amount Dc | System auto populated with the sum of the item amounts for all items having domestic currency. |
| Total Estimated Amount Fc | System auto populated with the sum of the item amounts for all items having foreign currency. |
| Total Tax Amount Dc | Read only field |
| Total Tax Amount Fc | Read only field |
Minimum Technical Score | This represents the minimum technical evaluation score that a Proposal requires to be considered as compliant |
Technical Overall Weight | This represents the overall weight assigned to the Technical Proposal. |
Financial Overall Weight | This represents the overall weight assigned to the Financial Proposal. |
Language | Country specific Language used to enter the Lot information is mentioned here. |
Abbreviation | Short form of the Lot information is mentioned in this field |
Description | Short description of the Lot information is mentioned in this field |
Requisition Items Tab | It contains the different requisition items related to a particular lot of the Procurement Document |
Technical Evaluation Weights | Bid Evaluation Criteria of Type ‘Technical’ and the corresponding Weight value are mentioned in this field |
This tab contains the different requisitions items related to a particular lot of the Procurement Document. The information to populate this entity must come from the Purchase Requisition entity. The user can enter (requisition not coming from FreeBalance Purchasing) more Procurement Requisition Item as needed.
Purchase Requisition Item Screen Fields and Tab
Field | Description |
Requisition | It represents the ID of the Purchase Requisition. |
Item | Requisition item id, comes from purchase requisition item. |
Catalogue Item | Users must select one Item from the Item Catalogue. Once the Item ID has been selected, the following information will be automatically populated into the following fields: Item Category, Unit of Measure, Unit Price Fc, Coding Block and Description. |
Coding Block | Once the Item ID has been selected the information will be automatically populated to from catalogue item Coding Block. |
Unit of Measure | Refers to the Unit of Measure of the item. This field will be defaulted if Catalogue ID is selected. Users can change it. |
Price Dc | Domestic Price per unit of the Item. If users enter the Foreign Unit Price, this field will be Calculated/Updated Read Only Field, and will get updated by the system using the currency rate defined. |
Price Fc | Foreign Price per unit of the Item. |
Quantity | Refers to the quantity of the Requisition Item. |
Item Estimated Price Dc | Total Domestic price (Domestic Unit Price x Quantity), system calculated value. |
Item Estimated Price Fc | Total Foreign price (Foreign Unit Price x Quantity), system calculated value. |
Total Estimated Taxes Dc | Auto-calculated by the system by adding all of the taxes values in from child Drops related to this item. |
| Total Estimated Taxes Fc | Auto-calculated by the system by adding all of the taxes values in from child Drops related to this item. |
| Description | Description of the item to be procured. |
Last Drop Sequence Number | Drop down information about Procurement Document Requisition Item Drop. |
Requisition | This is mandatory when the information is populated from the FB Purchasing. Not needed when the user is entering free Requisition Items. |
Item | This is mandatory when the information is populated from the FB Purchasing. Not needed when the user is entering free Requisition Items. |
| Tolerance Per Amount | When it is an imported Requisition, the information is populated from the Purchasing. When it is a free Requisition Items, entered by the user. |
| Tolerance Per Amount As Percentage | When it is an imported Requisition, the information is populated from the Purchasing. When it is a free Requisition Items, entered by the user. |
| Tolerance Per Quantity As Percentage | When it is an imported Requisition, the information is populated from the Purchasing. When it is a free Requisition Items, entered by the user. |
This entity contains a collection of one or more Bid Evaluation Criteria Type ‘Technical’ and its corresponding Weight value, level and roll up to, which could be reused among Procurement Documents. Before entering values for attributes in this Entity, Bid Evaluation Criteria Entity must have values with Bid Evaluation Criteria Type equal to ‘Technical’. The user should be able to import as look-up Bid Evaluation Technical Criteria from one lot to another within the same procurement document or from different procurement document.
Technical Evaluation Weights screen Fields
Field | Description |
Id | A unique identification code is automatically generated in this field |
| Requires Vendor Compliance | It defines if the criteria must be met to be considered in further evaluation. If 'True' means that it is a Mandatory Criteria, if 'False' means it is a Desirable Criteria. |
Weight | This field represents the weight points assigned to the ‘Bid Evaluation Criteria’ selected. |
Bid Evaluation Criteria | Bid Evaluation Criteria for the Technical Evaluation Weight must be selected from the dropdown box |
| Language | Country specific language |
| Abbreviation | Entered by the user |
| Description | Entered by the user |