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    Tender Management - Parameters
    In This Topic

    This topic explains the Tender Management parameters.

     

    Tender Management > Settings > General Settings

    Tender Management Settings

    The Tender Management Settings form contains the General, Risk Management and Tender Portals tabs. It can be accessed from the Settings area of the Tender Management app.

     

    Tab General 

    Field Description
    Name This is the name of the parameter record and will be defaulted automatically.
    Manual Set Counting Opportunity

    If there are several opportunities for the same tender, it might be that only one opportunity is the counting opportunity. For example, opportunities within the same tender may represent alternatives, such as constructing a road using asphalt or concrete. Only one alternative will be executed and should count towards the revenue forecast. In this case the setting should be "No".

    The other possibility is that all opportunities in the tender will be executed. In that case the parameter setting is "Yes".

      

    Tab Risk Management

    Field Description
    Maximum Score The maximum score for a risk can be entered here. Only numeric values of up to two digits can be entered here. The value can also be changed using the + or - buttons.
    Maximum Weighting Factor

    The maximum weighting factor for a risk can be entered here. Only numeric values with a maximum of two digits can be entered here. It is also possible to change the value by using the + or - button.

    Auto Create Opportunity Risks Should the existing Risk Categories and Risks be copied to the Opportunity. The advantage is that you do not have to select individual risks and always have a checklist of all risks.
    Auto Create Quote Risks Should the existing Risk Categories and Risks be copied to the Quotes. The advance is you don't have to select the individual risks and there is always a checklist of all risks. If the answer is No, the subsequent settings on this form cannot be changed.
    Copy Risks From Opportunity Should Risks of a new Quote be copied from the Opportunity that is the base for the Quote.
    On Revise Quote

    Defines how risks should be handled when a new revision of a Quote is created.

    • Do Nothing: No risks are generated for the new Quote revision.

    • Create New Risks: Generate new risks without copying existing risks from the Quote or any previous revisions.

    • Copy from Previous Version: Copy the risks from the most recent Quote revision.

    • Copy Risks from Opportunity: Copy the risks from the Opportunity associated with the Quote.

     

     

    Tab Tender Portals

    Tender information may be copied from Tender Portals. At the moment Tender Management can be connected to the Portals TED Europa and TenderNed.
    Field Description
    Generate Opportunity Some data from the tender portal, such as the Account, belongs to the Opportunity rather than the Tender itself. That is why it is possible to generate an Opportunity automatically if the Tender is connected with the Portal. This happens only if the parameter is set to Yes. The automatic generation of the Opportunity can take a few minutes. During that time it is possible to continue to work, but the Opportunity is not visible yet.
    TenderNet TenderNed is a Dutch Tender Portal.
    Active The connection is supported only if this parameter is set to Yes. If this parameter is set to No there is no connection with TenderNed.                  
    URL The URL of TenderNed.
    TED Europa TED Europa is a Tender Portal from the European Union. Tenders from many countries inside and outside the EU can be found here.
    Active The connection is supported only if this parameter is set to Yes. If this parameter is set to No there is no connection with TED Europe.            
    URL The URL of TED Europa.