supply chain management quick reference guide responding to rfx tasnee srm portal
TRANSCRIPT
Supply Chain ManagementSupply Chain Management
Quick Reference Guide
Responding to RFX
Tasnee SRM Portal
Supply Chain ManagementSupply Chain Management
Sign-In Screen
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Enter user ID provided by TASNEE
Enter initial Password provided by TASNEE or the one you have modified.
Click on Log on
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Supply Chain Management
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1 Click on the tab RFx and Auctions
Use this section if you wish to apply a filter on the list of RFxs
If a response has already been prepared, you will see the response number here. You can click on the number and view the response details.
This is the status of the RFx:- Saved: Response created but
not sent- Submitted: Response sent- Accepted: An intent to
respond is sent- No bid created: New RFxs
Notice the submission deadline
Click on the RFx number to view the details and respond/reject
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RFX Initial Screen
Supply Chain Management
Display RFX
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1 Check the following: Submission deadline Start date Currency
Check the requestor
View Items details
View Questions
View Notes and attachments
Accept, Reject or Tentatively accept RFx
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Supply Chain Management
Display RFX Items
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View Delivery date
Click on Details if you wish to view more information
View Notes and attachments
View TASNEE product ID
View product description
View Quantity and UOM
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Supply Chain Management
Display RFX – Notes & Attachments
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View tendering text (both on header and item level). On item level, you’ll find more details/description on the required product
View the attachments from the buyer (ex SOW)
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Supply Chain Management
Display RFX Questionnaire
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View the list of questions
View the possible answers
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Supply Chain Management
Create Response – RFX Information
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When you agree to participate, you will be able to create a response (not necessarily immediately after accepting)
Enter Terms of Payment (defaulted from your master record)
Enter incoterms (you should comply with the Inco-terms mentioned in the header tendering text
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Supply Chain Management
Create Response - Questionnaire
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View the list of questions. Notice the required questions end with an asterisk (*).
Enter your reply.
Enter comment per question (not active for all questions).
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Supply Chain Management
Create Response – Item Overview
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Enter submitted quantity (by default it’s equal to the required quantity)
Enter the price in the RFx Currency
Enter Price per (by default it’s equal to 1)
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Supply Chain Management
Create Response – Notes & Attachments, Submit
After viewing the tendering text, you may add the bidder remark on the header or item level.
After viewing the buyer’s attachment, you may add your own attachments (viewed by the buyer).
View the [Summary] tab to get an overview on the response.
Submit or save response. If saved, the response will not be sent to TASNEE. The response can be modified at a later stage, but it has to be submitted eventually. The Response status will be updated accordingly.
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Supply Chain Management
Help Desk
If you need help please contact the Buyer or send an e-mail to our System Support Staff