Tender Request functionality is designed to be utilized by clients with Collaborati Spend Management (CSM) 4.0 Update 4 and later. Collaborati Spend Management users prior to version 4.0 Update 4 (4.0.4) can examine the CSM 4.0 Update 4 release notes found here for more detail.

Users and groups with the necessary CSM permissions are able to install Tender Requests to their matter object views via the Module Setup Tool.

Module Setup Tool

Installing Tender Request Screens

1.Ensure that you have CSM 4.0 Update 1 or later as well as access to installing new modules.

2.Click All from the TeamConnect home screen.

3.From the drop-down list, click Module Setup Tool.

4.From the Module Setup Tool screen, select Tender Re        quest from the Select Object menu and click Install.

5.Select the desired Object View(s).

Installation Complete Notification