KBA-01715: Awarding RFQs and Creating Commitments from Bid Packages
Question: I am reviewing all the RFQs that are on my Bid Package’s RFQ tab. I am ready to award…
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Author Archive: Soni York
KBA-01714: Opening the Competitive Bid Analysis Workbook
Question: I understand there is a Microsoft Excel workbook that summarizes the RFQ information on my Bid Packages. How do…
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Basic System Access Capabilities
Because the following capabilities are considered so basic that everyone should have them, they are included in the Everyone role…
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KBA-01713: Routing (Sending) RFQs from the Bid Package
Question: I need to send the same RFQ to a number of vendors. I understand I can do this from…
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KBA-01712: Adding RFQs to the Bid Package
Question: How do I add RFQs to the Bid Package? How do I create RFQs from my Bid Package information?…
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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…
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Designing User Roles
The Roles tool on the System Admin Dashboard allows you to configure your roles. Roles within sfPMS serve two functions:…
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Batch Scanning Capabilities
SYS | Can Upload batches of scanned documents (R) R allows the user to open and use the Batch…
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View Menu Capabilities
All users have the option to toggle the Status Bar and Action Item Status. All users can open a Watched…
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February 2018 – Follow the Money!
Open Google Slides of this Presentation View Recording of this Presentation Follow the Money Do you have questions about…
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