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.

 

Tender Requests can be viewed in Collaborati by clicking the individual Tender Request or the View All Tender Requests link. Records of the request will be maintained here until they are deleted in Collaborati. Deleting a record from TeamConnect and syncing with Collaborati will not remove the record.

 

Likewise, a request that goes beyond its due date before being accepted or rejected will be retained in Collaborati.

Users can also choose to view the amounts listed in a Tender Request in their native currency, or in the currency of the client (if different).

 

Comments and files can be attached from this screen in their respective entry fields. Notes can be added as well; although there is no "save" or "upload" button for notes, entries under 2000 characters will be retained within the record. Comments are not editable or deletable after posting.