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.

 

Now that the Tender Request Dispute has been set up (see: Setting Up a Matter for Tender Requests), follow the steps below to create and submit your tender request.

Creating and Submitting Tender Requests

There are two different methods available for creating tender requests.

From the Custom Object

1. Select your Custom Object.

2. Select your matter or click New

 Note: See Setting up a Matter for Tender Requests for more information.

3. Click Tendering from the left side navigation bar.

4. Click Create Tender Requests.

5. Select the Vendor and Matter and enter a due date. Click Finish.

6. Click Save.

7. Click the Request Number to add Notes and Comments if desired. Click Finish.

8. Click Submit to finalize the tender request creation process.

 Users can also finalize and send the tender request by clicking Change Phase -> Submit.

 

From the All tab

1.Select Tender Requests from the CSM Settings section of the All tab.

2.Click New on the Tender Request screen to begin creating a new request.

3.Select the Vendor and Matter and enter a due date. Click Finish.

4.Click Save.

4. Click the Request Number to add Notes and Comments if desired. Click Finish.

5. Click Submit to finalize the tender request creation process.

 Users can also finalize and send the tender request by clicking Change Phase -> Submit.