Submit Contract Tender

Explanation

When the contract has been defined and estimated to an acceptable level, it is time to submit a tender to the customer or prospect. Since you can send tenders to several customers and prospects, the tenders themselves might in some cases be different depending on which customer you send it to. To allow this, you can select which contract revision to use in the tender.

Note that it is common to tailor the tender documents, and such tailored documents must be created manually. See the Create Contract Tender Document activity for details on how to create tender documents.

Prerequisites

• The contract must be in the Estimated or Tendered status.
• A customer or prospect must have been selected.

System Effects

• The contract revision and submittal date will be inserted as a new line in the lower table on the
  Sales Contract/Customers tab for the selected customer or prospect (if it was submitted from the Sales Contract window, the default customer/prospect will be used)
• The bid status will be set to Decided to Bid, if not already in that status.
• The tender baseline will be set if you have specified it. See the Set Tender Baseline activity for details on the system effects.
• The contract status is set to Tendered if the contract was not already in that status.

Window

Sales Contract
Sales Contracts

Related Window Descriptions

Sales Contract
Sales Contracts
Sales Contract/Customer

Procedure

To submit a tender from the Sales Contract or Sales Contracts windows, follow these steps:

1. Select the contract to submit the tender, right-click, point to Status and then click Submit Tender.

To submit a tender from the Sales Contract/Customer tabs, follow these steps:

1. Select the customer or prospect to whom the tender will be submitted, right-click and then click Submit Tender.

The following steps are generic regardless of where the submittal is initiated from:

2. The value in the Revision No field will be the active contract revision by default. If an active revision does not exist or a different revision should be used for the tender, it can be selected using the List of Values.
3. The Submit Date field will show the current date by default. A different date can be entered if needed, but it must be within the Planned Start and Planned Finish dates (if any of these dates are set).
4. The Set Tender Baseline check box can be selected as long as a tender baseline does not already exist and the selected revision status is Active. See the Set Tender Baseline activity for details.
5. The Freeze Revision check box can be selected as long as the revision is not already frozen. If the Set Tender Baseline checkbox is selected, the Freeze Revision check box will automatically be selected and cannot be cleared. See the Freeze Contract Revision activity for details.
6. Click OK to confirm.