KBA-01710: Attaching Invitation to Bids onto Bid Packages

Question:

I’d like to automatically create RFQs for those vendors who respond in the affirmative to Invitation to Bids. How do I attach the Invitation to Bid documents to my Bid Package to start this process?

Answer:

(See Bid Package – RFQ Processing for overview information.)

  1. On the Bid Package, go to the Attachments tab.
  2. Click the “Attach Invitation to Bid” icon. The Doc Attach window will open, already filtered for Invitation to Bid documents on your project.
  3. Find the Invitation to Bid document in the search results and click the “Add” icon.
  4. Click OK at the top of the window. The Invitation to Bid document will be attached to the Bid Package.

KBA-01710 ; Last updated: March 27, 2018 at 10:16 am