Difference between revisions of "Line Awarding"
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It is in the Awarding tab that you will be able to award your line items. To proceed with awarding you should: | It is in the Awarding tab that you will be able to award your line items. To proceed with awarding you should: | ||
| − | + | # Choose the grid you want to award from the grid selection pull down. | |
| − | + | # Choose on which supplier to want to work from supplier selection pull down (''All suppliers'' is also an option). | |
| − | + | # Enter the awarded amounts and comments for each line and for all suppliers. | |
| − | + | # Make the decision for the line items by using the action icons for each line or by using the multiple actions pull down. | |
| − | + | # When a decision will have been taken for all the lines and suppliers the total amount awarded will be populated into the Finance Tab. | |
| − | + | # The project will not be in '''Awarded''' status until all the grids are awarded. | |
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===Awarding Information tab=== | ===Awarding Information tab=== | ||
Latest revision as of 17:15, 5 March 2015
Contents
Line Awarding[edit]
To proceed to Line Awarding, the grid you want to award must be in “Closed” or “Analysis” status. By going on the Awarding phase, you will see 2 additional tabs, Awarding tab and Awarding Information tab. Please note that the columns shown in the awarding phase are those chosen in the grid.
Awarding tab[edit]
It is in the Awarding tab that you will be able to award your line items. To proceed with awarding you should:
- Choose the grid you want to award from the grid selection pull down.
- Choose on which supplier to want to work from supplier selection pull down (All suppliers is also an option).
- Enter the awarded amounts and comments for each line and for all suppliers.
- Make the decision for the line items by using the action icons for each line or by using the multiple actions pull down.
- When a decision will have been taken for all the lines and suppliers the total amount awarded will be populated into the Finance Tab.
- The project will not be in Awarded status until all the grids are awarded.
Awarding Information tab[edit]
In the Awarding Information tab, you will be able to have an overview of of awarded lines supplier by supplier.
It will also be possible for you to decide to inform the suppliers about this awarded business by clicking on the Inform supplier icon.
By doing so, the supplier will receive an email in which will be attached an Excel file containing the list of awarded lines for this project.
Awarding Decision rejected by approver[edit]
In case an awarding decision is rejected by one of the approvers, the project becomes editable again. This will require the approval workflow to start again.
For example:
a) Project leader award his project: (Project status = Awarding in process)
b) Approver rejects the awarding
c) Project status will be editable again (Project status = Analysis) which enable for example the project leader to make some changes
