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Overview
Some countries procurement requirements are based on Procurement Laws that enforce an ‘Intend to Award’ stage for a Procurement Document depending on determined attributes (e.g. contract amount, document type, etc.) meaning that an intention of a contract award exists for a specific bidder unless a reasonable claim is placed by any of the tender participants.
During Intend to Award Period, FreeBalance Procurement allows submittal of claims by any of the bidders that may consider that such tender/prequalification was not managed and awarded under the same opportunities to all bidders.
Any vendor may submit a claim at any stage of a Procurement Document (after it has been Published/Notified), however usually claims will be submitted during the ‘Intend to Award’ stage.
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Procurement ► Claims
Claims screen Fields
Field | Description |
ID | This is a unique identification code automatically generated or manually entered based on system parameters. |
Document | Procurement document related to claim is selected in this field from the dropdown box. |
Bid Evaluation | This is inactive field in the insert mode. When users select the document, bid evolution field is automatically filled by the system as per value selected in Document field. |
Communication Method | The Communication Method used by the vendor to notify the claim is selected from the drop down box available for this field. |
Date | Date the claim was submitted needs to be selected in this field from the calendar button available beside it. |
Vendor | Vendor is chosen from vendor catalogue in this field from the available drop down box. |
Workflow Status | The available workflow status for the Procurement Claims are Approval requested, Approved, cancelled, Created , Rejected. |
Submitted by | This denotes the one who is responsible for the claim. |
Contacts Tab | This tab allows users to enter contact information for the vendor. |
Claim Reasons Tab | This tab allows users to enter comments and attachments concerning the reason for the claim. |