New to RFx process in SRM.

[Former Member]

Hi all,

Our client has requested to set up a DEMO for the RFx process in SRM. After some investigations, below are my findings to beginning setting this up.  Let me know what I have left out from the pointers below and also answers to my questions below will help.

Define number ranges

Define transaction type

Define transaction type for RFx in organization plan.

Define sourcing for product categories

Roles assignment to Bidders  and Purchasers.

Do I need bidding engine for running RFx process?  We do not intend to use SUS.

Regarding output settings, what are the main settings we need to complete to enable sending bids via email, and where do define / assign the output forms?

What are the steps for setting up weighting and ranking to enable evaluation and comparison of bids? 

Thanks.

[Former Member]

Hi,

Thank you for your response and clarifying how the RFx process should flow.  We are integrating with Portal, SRM version 7.02.  My question was more along making sure I have all the steps (checklist) clear regarding the the configuration I need to carry out to set up Rfx.  Can you outline these configure steps in order of setup and any details you can provide around output settings, emailing, how to set up weighting and ranking to enable evaluation and comparison of bids?  In our case we don't have SUS, so going with your answer, we have to use Bidding engine, which I assume is integrated into any standard SRM installation.  Is that correct?

Thank you

[Former Member]

Hello Joseph,

    Regarding Configuration part I can tell you based on the scenario you are going to implement for your client. Also regarding above configuration I can tell you to follow this below document as I hope most of the users go with this document

http://books.google.se/books?printsec=frontcover&id=LdTDYks7rbwC&redir_esc=y#v=onepage&q&f=false

Also , it depends upon the business function which you activate its nothing like default in SRM. You have to activate the business function as per your requirement.

Thanks

Gaurav Gautam