RFx : Internal users can manage RFI/RFP/RFQ/bids and repeat bids.

RFx - RFx Library: Internal users can add, view, edit, delete and manage RFx Library related information on this module.

Search RFx Library

• Internal users can search RFx Library by keywords, if you click Search without entering any keywords, all RFx Library created are displayed in the list. 
• Click the column name (Is Active, ID No and Name) to sort. Internal users can copy from RFx Library to create RFx. 
• Please note that only RFx Library with Is Active checked are available in the system.

To Search RFx Library:
1. Click RFx> RFx Library
2. Fill in keywords in search textbox, click Search

Add RFx Library: To Add RFx Library:
1. Click RFx> RFx Library
2. Click Add RFx Library
3. Select Type: Bid, RFI, RFP or RFQ on Add RFx Library page
4. Fill in required fields in Add RFx Library and Click Create

Edit RFx Library: To Edit RFx Library:
1. Click RFx> RFx Library
2. Click Edit RFx Library next to a desired RFx Library
3. Update data on Edit RFx Library page and Click Submit

Delete RFx Library: To Delete RFx Library:
1. Click RFx> RFx Library
2. Click Delete RFx Library next to a desired RFx Library
3. Click Yes

Items: Click the column name (#, Item Number, Item Name, Description, Quantity, Currency, UOM) to sort.

Add Item To Add Item:
1. Click RFx> RFx Library
2. Click Items next to a desired RFx library
3. Click Add Item
4. Fill in item information to the fields and click Submit

Import Item To Import Item:
1. Click RFx> RFx Library
2. Click Items next to a desired RFx library
3. Click Import Item
4. Select File and click Submit

• Internal user can click here for an example file. The format of imported file should be the same as example
  file.

Edit Item To Edit Item:
1. Click RFx> RFx Library
2. Click Items next to a desired RFx library
3. Click Edit Item next to a desired item
4. Update data on Edit Item page and click Submit

Delete Item To Delete Item:
1. Click RFx> RFx Library
2. Click Items next to a desired RFx library
3. Click Delete Item next to a desired item
4. Click Yes

• Internal users can click Delete All to delete all items for a desired RFx library.

Internal users can also add/remove bidders on My RFx page.

Add Bidder To Add Bidder:
1. Click RFx> RFx Library
2. Click Bidders next to a desired RFx library
3. Click Add Bidders
4. Select one or more bidders to add and click Add Bidders

• Internal users can search bidders by Legal Company, Contact Person, Email etc.

Remove Bidder To Remove Bidders:
1. Click RFx> RFx Library
2. Click Bidders next to a desired RFx library
3. Click Remove Bidder
4. Click Yes

RFx - My RFx Internal users can manage RFx in My RFx module

Search RFx
Internal users can search RFx by Type, Id No, Name, keywords etc. If you click Search without entering any
keywords, all My RFx created are displayed on the list. Click the column name (Type , Status, ID No, Name,
Release Date, Open Date, Close Date and Sealed Bid Opening Date) to sort.

To Search RFx:
1. Click RFx> My RFx> Search

Create RFx (Bid, RFI, RFP, RFQ) To Create RFx - Bid:
1. Click RFx> My RFx
2. Click Create RFx
3. Select Type: Bid on Create RFx page
4. Fill in required fields and click Create

• Open Date should be later than Release Date, Close Date should be later than Open Date.

Users can continue to fill in related RFx data.

• Contact Information: Company, Department, Division, Contact Person, etc.

• Bidders: Internal users can add bidders to current RFx.

• Items: Import item, add item, edit item and delete item.

Summary: Check all details and click Submit.
Click Exit, the status of the RFx will be Draft.
Without Add Bidders or Add Items, click Submit, the status of the RFx will be Draft.
With Add Bidders and Add Items, click Submit.
When not come to release date, the status of the RFx will be Approved.
When the date is between release date and open date, the status of the RFx will be Released.
When the date is between open date and close date, the status of the RFx will be Open.
When come to close date, the status of the RFx will be Closed.

To Create RFx - RFI:
1. Click RFx> My RFx
2. Click Create RFx
3. Select Type: RFI on Create RFx page
4. Fill in required fields and click Create
6. Fill in required fields on Contact page> click Next
7. Add bidders on Bidders page> click Next
8. Click Add Prerequisites on Prerequisites page> fill in related information> click Submit> click Next

9. Click Add Document> fill in Name> Select File> click Submit> click NextClick Add Document> fill in Name> Select File> click Submit> click Next

10. Click Add New Question> fill in all fields> click Submit> click Next

11. Summary: Check all details and click Submit.

To Create RFx - RFP:
1. Click RFx> My RFx
2. Click Create RFx
3. Select Type: RFP on Create RFx page
4. Fill in required fields and click Create
6. Fill in required fields on Contact page> click Next
7. Add bidders on Bidders page> click Next
8. Click Add Prerequisites on Prerequisites page> fill in related information> click Submit> click Next
9. Click Add Document on Documents page> fill in related information> Select File> click Submit> click Next
10. Click Add New Question on Questions page> fill in related information> click Submit> click Next
11. Items: Import item, add item, edit item and delete item
12. Summary: Check all details and click Submit.

● Create RFx - RFQ is same as Create RFx – RFP

To copy from Library:
1. Click RFx> My RFx
2. Click Copy From Library
3. Select RFx template from RFx Library drop-down list
4. Click Submit to create a new RFx
5. Internal users can update details following the above steps of Create RFx (Bid, RFI, RFP, RFQ)

Internal users can also add/remove users on My RFx page. All the added users can view the assigned RFx.

Add User
To Add User:
1. Click RFx> My RFx
2. Click Users next to a desired RFx
3. Select users and click Submit

Delete User
To Delete User:
1. Click RFx> My RFx
2. Click Users next to a desired RFx
3. Click Remove User next to a desired bidder
4. Click Yes

After suppliers quoted, Internal users can view and export bids and scenario analysis.

To View Bids:
1. Click RFx> My RFx
2. Click Bids (bidders have quoted) next to a desired RFx
● The system will bold the lowest Price.
● If the supplier quoted for any item before, the system will show price trend.

To Export Result:
1. Click RFx> My RFx
2. Click Bids (bidders have quoted) next to a desired RFx
3. Click Export Result

After suppliers quoted, Internal users can view and export bids and scenario analysis.

To Create Scenario Analysis:
1. Click RFx> My RFx
2. Click Scenario Analysis for the RFx (bidders have quoted)
3. Click Create Scenario on Scenario Analysis page
4. Select item price> fill in Name and Comments> click Create

To Edit Scenario (Status with draft):
1. Click RFx> My RFx
2. Click Scenario Analysis next to a desired RFx which has existing scenario analysis
3. Click Edit Scenario next to a desired draft scenario analysis
4. Select item price> fill in Name and Comments> click Submit

To Delete Scenario (Status with draft):
1. Click RFx> My RFx
2. Click Scenario Analysis next to a desired RFx which has existing scenario analysis
3. Click Delete Scenario next to a desired draft scenario analysis
4. Click Yes

To Award the Scenario Analysis:
1. Click RFx> My RFx
2. Click Scenario Analysis next to a desired RFx which has existing scenario analysis
3. Click Menu> Award next to a desired draft scenario analysis
4. Fill in the Reason and click Submit

To View Scenario Analysis Detail:
1. Click RFx> My RFx
2. Click Scenario Analysis next to a desired RFx which has existing scenario analysis
3. Click Scenario Analysis name or click Menu> View Detail next to a desired scenario analysis

To View Workflow History for Scenario Analysis:
1. Click RFx> My RFx
2. Click Scenario Analysis next to a desired RFx which has existing scenario analysis
3. Click Menu> Workflow History next to a desired scenario analysis

• Draft: Internal users can View Detail, Workflow History, Submit RFx, Copy RFx, Edit RFx and Delete RFx.
• Approved or Released: Internal users can View Detail, Workflow History and Copy RFx.
• Open: Internal users can View Detail, Workflow History, Close RFx Now, Extend RFx, Proxy Bid and Copy RFx.
• Closed: Internal users can View Detail, Workflow History, Reopen RFx, Proxy Bid and Copy RFx.

To View RFx Detail:
1. Click RFx> My RFx
2. Click Menu> View Detail next to a desired RFx

To View Workflow History:
1. Click RFx> My RFx
2. Click Menu> Workflow History next to a desired RFx

To Submit RFx:
1. Click RFx> My RFx
2. Click Menu> Submit RFx next to a desired draft RFx

To Copy RFx:
1. Click RFx> My RFx
2. Click Menu> Copy RFx next to a desired RFx
3. Click Yes
4. Fill in all required fields, click Next until to Summary page and click Submit

To Edit RFx:
1. Click RFx> My RFx
2. Click Edit RFx next to a desired draft RFx
3. Update data on related page, click Next until to Summary page and click Submit

To Delete RFx:
1. Click RFx> My RFx
2. Click Delete RFx next to a desired draft RFx
3. Click Yes

To Close RFx Now:
1. Click RFx> My RFx
2. Click Menu> Close RFx Now next to a desired open RFx

To Extend RFx:
1. Click RFx> My RFx
2. Click Menu> Extend RFx next to a desired open RFx
3. Fill in the Close Date and Reason and click Submit

To Proxy Bid:
1. Click RFx> My RFx
2. Click Menu> Proxy Bid next to a desired RFx with Open/Close status
3. Click Proxy Bid on Proxy Bidding page
4. Fill in all required fields, click Proxy Bid

5. Fill in all required info, click Next until to Bid Summary page and click Submit

● Only released/open RFx are displayed in Supplier Portal.

• Q & A is for internal users to respond questions submitted by bidders or by internal users.
• Q & A available for RFI/RFP/RFQ and not available for Bid.
• All the questions are not editable, but internal users can delete the question and add a new one. 

Add Question
RFx creator and users can ask questions in internal user site and RFx bidders can ask questions in Supplier
portal.
To Add Question:
1. Click RFx> My RFx
2. Click Q & A next to a desired RFI/RFP/RFQ
3. Click Question on Q & A Board
4. Fill in Question and click Submit

Delete Question
RFx creator and users can delete the not responded questions asked by each other but cannot delete the
questions asked by RFx bidders.
To Delete Question:
1. Click RFx> My RFx
2. Click Q & A next to a desired RFI/RFP/RFQ
3. Click Delete next to a desired question
4. Click Yes
● Only questions which are not responded can be deleted, questions with response cannot be deleted.

To Respond Question:
1. Click RFx> My RFx
2. Click Q & A next to a desired RFI/RFP/RFQ
3. Click Response next to a question which has no response
4. Fill in Answer and click Submit
● When responding questions asked by internal users: Option Respond Publicly (All Supplier) is checked and
not editable, the question and response are visible for all bidders of this RFx.
● When responding questions asked by bidders: If option Respond Publicly (All Supplier) is checked, the question and response are visible for all bidders of this RFx; If option Respond Publicly (All Supplier) is unchecked, the question and response are only visible for the bidder who asked the question.

Edit Response
RFx creator and users can edit the responses responded by each other. Bidders cannot edit response.
To Edit Response:
1. Click RFx> My RFx
2. Click Q & A next to a desired RFI/RFP/RFQ
3. Click Edit next to a desired response
4. Update Answer and click Submit

Delete Response
RFx creator and users can delete responses responded by each other. Bidders cannot delete response.
To Delete Response:
1. Click RFx> My RFx
2. Click Q & A next to a desired RFI/RFP/RFQ
3. Click Delete next to a desired response
4. Click Yes