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.

 

TeamConnect can be setup to automatically generate tender requests for a designated account. Automatically generated tender requests require an established connection to a Collaborati account and existing vendor.

Setting up for Automatically Generated Tender Requests

Tender Requests can be enabled for automatic tender request generation for all matters. The sections below outline the setup process for applying automatic generation to any new custom object. Adjusting E-Billing Roles and Adjusting Tender Requests for Automatic Generation should not have to be repeated for every issue with a vendor. Finalizing Objects for Automatic Generation details the process that must be completed each time you have a new object.

Adjusting E-Billing Roles

1.Ensure that the Connection Settings of CSM Settings are accurate.

2.Navigate to E-Billing Roles in CSM Settings.

3.Add a new object by selecting Involved for Object Type, your desired object in Object, and your created role in Role. See Using the E-Billing Roles page for further information.

4.Click Save and Close.

 

Adjusting Tender Requests for Automatic Generation

1.Select Tenders from CSM Settings.

2.Ensure Tender Collaboration is turned on.

3.Click Edit for Tender Settings.

4.Select the checkboxes for the Matter Categories that you want to have automatically generated requests.

 

 

Finalizing Objects for Automatic Generation

The final step for setting automatic tender request generation must be repeated for each new object.

1.Navigate to your desired custom object.

2.Click New from the navigation bar.

3.Enter the desired name (Note: Matter ID can be left blank).

4.Save the object.

5.Click Accounts