Create Contract Tender Document
Explanation
It is not uncommon for contractors to have their own
specific way of creating tender documents. Usually the documents are created
using spreadsheets and word processors as needed, e.g., MS Excel and Word.
When the tender document is completed, it can be checked into IFS/Document
Management and connected to the contract, contract revision, contract
customer, or contract customer tender. How to connect a
document is described in the Connect Documents To Tender
activity.
Prerequisites
System Effects
- The tender document will be created.
Window
Document Revision
Related Window Descriptions
Document Revision
Procedure
- Create the document using a spreadsheet or word processor as appropriate.
- If information from the contract line items should
be used as a basis for the document, export from the
Contract Revision Line Items
window by querying for the contract data to export.
Then, right-click, select Output and then click Save As.
(If the appropriate output channel has not been configured, select Output in the context
pane. Click Add button and the dialog Configure Output dialog is displayed.)
- Modify the documents as needed.
- To check the document into Document Management,
follow the activity links from the Document Revision window description.