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 assigned to any matter that is budget-enabled. The steps below outline the process necessary to set up a matter for tender requests, using a dispute as the template.

Setting up a Matter for Tender Requests

1.Click New Dispute from the Disputes screen of the Legal Tab.

2.Enter the Matter Name, Description, and all desired data via the navigation tab on the left of the screen.

3.The Categories tab must be changed from its default to a new relevant category.

4. Save the dispute.

5. Include the Outside Counsel Firm by clicking the Involved/Assignees link and clicking New to add the vendor. This vendor must be set as Outside Counsel Firm for tendering requests to function.

6. Save the dispute.

7. Navigate to Budgets and create a new budget for the dispute and assigned vendor. Note: See Creating or Editing a Budget for more details.

8. Click Save and Finish.

See Creating and Submitting Tender Requests to continue with the Tender Request process.