Before you can create and process bids, profile records and certain tables need to be set up in the Fund Accounting, Purchasing, and Vendor Bidding Systems. By the time you begin using Vendor Bidding, however, most of the required elements should already be in place in Fund Accounting and Purchasing, so you only need to verify that certain settings and records are entered correctly to accommodate the bidding process.
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In your Fund Accounting Profile, confirm that the Vendor Bidding checkbox is selected.
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In your Vendor Bidding Profile, confirm that the following fields are set up in accordance with your organization's bidding procedures:
Award Recommendation
Minimum Bid Amount
User Assigned Bid Number
Next Bid Number
Pre-Encumber Bid Requisitions
Alter Awarded Items
Format Commodity Code -
In the Purchasing System, verify that the following reference tables have been set up to accommodate Vendor Bidding:
Approvals
Commodity Codes
Shipping Codes
Vendor List -
In Security/System Administration, set up the following tables:
Location Codes
Resources -
In the Vendor Bidding System, set up the following tables:
Bid Type Codes
Default Location Crosswalk
You can also access the Commodity Codes table from the Vendor Bidding > Reference Tables > Reference Tables menu. This table is shared by Purchasing and Vendor Bidding and can be set up from either system.