Create A Solicitation Response (SR) for an Active Solicitation
Process
This job aid describes steps to create a Solicitation Response (SR) transaction for all Solicitation Processes for all departments except CDOT and Higher Education.
Copy forward the solicitation transaction to create the Solicitation Response (SR).
Enter the solicitation transaction code (DQ1, RFP, etc.) needed and press enter.
Select the desired transaction
Select Primary Actions from the vertical 3 dot menu on the line
Select Copy Forward from the expanded menu
Select SR as the Target Transaction Code and enter the following:
Transaction Dept. <Enter Department Code>
Select Auto Numbering
Select Ok.
Enter Vendor Information General Information tab.
Enter the required information in these fields.
Vendor ID, Response Date, Response Time.
Select Save.
Attach any supporting documents, if necessary and complete this step.
Select File > Attachments > Upload > Select files to attach > Upload > Return to Document > Save.
Repeat to attach other transactions.
Select the Commodity tab
Select the Response Type in the General Information section.
Enter the bid information:
For Item
General Information tab
Enter or select the following information:
Response Type - Bid/No Bid
Comments
Commodity Information tab
Enter or select the following information:
Bid Quantity
Unit
Unit Price
Delivery Days from Award
For Service
General Information tab
Enter or select the following information:
Response Type - Bid/No Bid
Comments
Commodity Information tab
Enter or select the following information:
Bid Contract Amount
For Discount
General Information tab
Enter or select the following information:
Response Type - Bid/No Bid
Comments
Commodity Information tab
Enter or select the following information:
Bid Catalog
Effective From
Effective To
Discount %
Select Save.
Select Evaluation Criteria List
Use the carets to expand each criteria line and record the response.
Select Save.
Select Validate and Submit.
Verify transaction is created in the Procurement Folder.
Select the Procurement Folder from the vertical 3 dot menu in the Header section.
Scroll to the Transactions section.
Verify the Transactions appear.
