From June 2019, you can recommend a Bid once a Bid has been shortlisted
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Configure Tender Recommendation
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Recommend a Bid
Select the Bid you wish to Recommend and from Actions Drop down select Recommend Bid
This will launch the Recommendation Form configured in Config
Before the Form is loaded, the system will automatically generate a zip file of the bid details (this may take a few minutes) and automatically link it to the Recommendation Form before you can Submit it.
The zip file will contain a PDF of the Bid and the Evaluation report along with any other attachments related to that Bid.
Once you Submit the Recommendation Bid for Approval, the Recommendation Status on the Progress tab will be shown as Orange.
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What do the Colors mean? Orange = Pending Not yet Approved Green = Closed or Approved |
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Approve the Recommendation Form
Once the Recommendation Form is Approved, the Status will change to Green
