v7 FreeBalance Help

Field

Description

Code

This field refers to the unique identification code of the Document which is system generated

Document Date

This field is a Default document date which is automatically generated by system

Workflow Status

Status of the Document (e.g. Being Written, Draft, and Approved) is shown in this field. The default value is “Being Written”.

Reference Number

Reference Number inherited from the Procurement Process is to be mentioned in this field and is to be used to locate the Document

Process

Procurement Process related to the Document is to be selected from the Look up button

Type

This field Indicates the type of procurement process

Purchasing Vehicle

Purchasing Vehicle for the Procurement Document is to be selected from the Look up button

Bid Evaluation Method

Bid Evaluation Method used for the Procurement Document must be selected from the Look up button

Contract

This field Defines the contract attached to the document

Language

Country specific language used to enter the Procurement Document information is to be mentioned in this field

Abbreviation

Short form of the Document is to be mentioned in this field

Description

Short description of the Document is to be written in this field

Expected Response Date Reason

Short description of the reason for updating the attribute Reviewed Expected Response Date is to be mentioned in this field

Publishing Date

Date the document was published is mentioned in this document.

Expected Response Date

Date the vendors must deliver the proposal by is to be filled up in this field

Reviewed Expected Response Date

Reviewed Expected Response Date of the Procurement Document is to be mentioned in this document. The Period for Responses value is automatically added to the Publishing Date to populate this field

Document Opening Date

Date the vendor's proposals are opened is mentioned in this field

Last Date For Questions

The Last date that Vendors have to ask questions must be mentioned in this field.

Minimal Response Valid Days

Number of days that vendors must have valid for their proposals are mentioned in this field

Full Bid Required

If checked it indicates that a Full Bid is required for this Document. When there is more than one lot, the vendors must bid against all the lots. If there is only one lot, it applies to the items; therefore vendors must bid against all the items. 

Bid Security Response Required?

If checked it indicates that Bid Security Response is required. If the Bid Security is required, when entering the Procurement Document Response, the attribute from Bid Manager Name is required.

Audience Type

Type of audience needed for the procurement document. Must be mentioned in this field. The value can be set to Public or Restricted

Price Condition

This field describes the Price conditions that the vendor must take into account when they present their financial proposal

Attachments Tab

This tab contains the final approved Procurement Document. It can be one or more documents

Rules Tab

This tab is for Vendor validation rules for the Procurement Document. This Tab is populated from the Purchasing Vehicle Vendor Validation Rules; users can change it and add more validation rules as needed

Required Responses Tab

Responses for the Procurement Document, defined by the Type of Response must be created in this tab

Sections Tab

Collection of procurement document sections is to be created in this document. These sections are inherited from the procurement document type. Users can modify, add, or discard procurement document sections.

Lots Tab

: A Procurement Document can have one or many item lots. Each lot can have one or many item details

Preliminary Evaluation Criteria Tab

A collection of ‘Preliminary Bid Evaluation Criteria’ is mentioned in this tab and is to be selected from the Look up button

Meeting Tab

Meetings regarding the Procurement Document is to be selected from this tab

Posting Status

Depending on purchasing vehicle in attribute  the list can be mandatory or not, when  is true then the minimum number of vendors given in must be entered by the user.Collection of 0 to many.