For information on the Solicitation Response Wizard (SRW) transaction, refer to the "SR Transaction Type" topic. For information on the Solicitation Response Wizard tool, refer to the "Solicitation Response Wizard" topic.
To record a vendor's response to a Solicitation using the Solicitation Response Wizard, perform these steps:
Open the Solicitation Response Wizard page.
Complete the Solicitation Information tab.
Select/enter information regarding the Solicitation that the vendor is responding to, in the Solicitation Transaction Code, Solicitation Department, Solicitation Transaction ID fields. Note: The Solicitation Transaction Code pick list only displays Transaction Codes that have the Transaction Type of SO on the Transaction Control (DCTRL) table.
Select/enter the Vendor/Customer Code for the vendor that is responding to the Solicitation in the Vendor ID field.
Complete the Solicitation Response Information tab.
Either indicate valid information into all four fields under the Solicitation Response Information tab or leave all four fields blank. Note: If all fields in this tab are left blank, then when the Create Response link is selected, the system will default the values.
Select Create Response. Result: You are transitioned to the Step 1: Response Summary tab of the generated SRW transaction.
Complete the Step 1: Response Summary tab.
On the Default Information section, complete the following required fields: Response Type, Vendor ID, Response Date, and Response Time. The data entered into the Response Date and Response Time fields must be after the Let Date and less than the Closing Date and Closing Time for the referenced solicitation.
If No Bid is selected in the Response Type field, then the reason must be specified in the Comments field.
Complete the Step 2: Commodity Response tab. Note: Complete this tab for each Commodity line.
The following fields are required if the Line Type is Item: Response Type, Unit, Unit Price, and Delivery Days.
The following fields are required if the Line Type is Service: Response Type and Bid Contract Amount.
The following fields are required if the Line Type is Discount: Response Type, Discount %, Effective To, Effective From, and Bid Catalog Name.
The following fields are required if the Line Type is Catalog: Response Type, Discount %, Effective To, Effective From, and Bid Catalog Name.
If the Response Type is No Bid, then you should only enter information in the Comments field.
Complete the Step 3: Criteria Response tab. Note: Complete this tab for each criterion.
If the Response Type is Date, then the Date Response field is required.
If the Response Type is Number, then the Number Response field is required.
If the Response Type is Yes/No, then the Yes/No Response field is required.
If the Response Type is Text, then the Text Response field is required.
Click the Validate button to validate for errors.
If errors exist, fix the errors and repeat Step 8. If no errors exist, then continue with Step 10.
Click the Submit button to submit the transaction.