Business Process Procedure · Last Modified: 7/12/2013 19/39 Business Process Procedure RFx - SAP...

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Title: Respond to RFx (Formal or Informal) Area: Supplier Relationship Management (SRM) Business Process Procedure Respond to RFx (Formal or Informal) Transaction Code: NA Last Modified: 7/12/2013 1/39 Business Process Procedure Purpose Use this procedure to directly respond to an initial informal/formal RFx for the procurement of related goods, services or fixed or operational assets.. Trigger Perform this procedure to create a response for an informal/formal RFx. Prerequisites Login Credentials. Menu Path Use the following menu path(s) to begin this transaction: Vendor Portal Link Respond to RFx SAP Bidding Engine (RFx). Transaction Code NA Helpful Hints xxxx within a document represents a variable which may consist of a name, number, etc. In the field description tables, R indicates the action is required, O indicates the action is optional, and C indicates the action is conditional. The following notes maybe used throughout this work instruction:

Transcript of Business Process Procedure · Last Modified: 7/12/2013 19/39 Business Process Procedure RFx - SAP...

Page 1: Business Process Procedure · Last Modified: 7/12/2013 19/39 Business Process Procedure RFx - SAP NetWeaver Portal - Mozilla Firefox 18. Click the button to create a response. Following

Title: Respond to RFx (Formal or Informal)Area: Supplier Relationship Management (SRM)

Business Process Procedure

Respond to RFx (Formal or Informal) Transaction Code: NA

Last Modified: 7/12/2013 1/39 Business Process Procedure

Purpose

Use this procedure to directly respond to an initial informal/formal RFx for the procurement of related goods, services or fixed or operational assets..

Trigger

Perform this procedure to create a response for an informal/formal RFx.

Prerequisites

Login Credentials.

Menu Path

Use the following menu path(s) to begin this transaction:

Vendor Portal Link Respond to RFx SAP Bidding Engine (RFx).

Transaction Code

NA

Helpful Hints

xxxx within a document represents a variable which may consist of a name, number, etc. In the field description tables, R indicates the action is required, O indicates the action is optional,

and C indicates the action is conditional. The following notes maybe used throughout this work instruction:

Page 2: Business Process Procedure · Last Modified: 7/12/2013 19/39 Business Process Procedure RFx - SAP NetWeaver Portal - Mozilla Firefox 18. Click the button to create a response. Following

Title: Respond to RFx (Formal or Informal)Area: Supplier Relationship Management (SRM)

Business Process Procedure

Respond to RFx (Formal or Informal) Transaction Code: NA

Last Modified: 7/12/2013 2/39 Business Process Procedure

Page 3: Business Process Procedure · Last Modified: 7/12/2013 19/39 Business Process Procedure RFx - SAP NetWeaver Portal - Mozilla Firefox 18. Click the button to create a response. Following

Title: Respond to RFx (Formal or Informal)Area: Supplier Relationship Management (SRM)

Business Process Procedure

Respond to RFx (Formal or Informal) Transaction Code: NA

Last Modified: 7/12/2013 3/39 Business Process Procedure

Procedure

1. Start the transaction using the menu path or transaction code.

PowerPoint Slide Show - [Presentation1]

2. Click hyperlink or copy and paste the link in web browser (Internexplorer9 or Mozilla Firefox)

.

Page 4: Business Process Procedure · Last Modified: 7/12/2013 19/39 Business Process Procedure RFx - SAP NetWeaver Portal - Mozilla Firefox 18. Click the button to create a response. Following

Title: Respond to RFx (Formal or Informal)Area: Supplier Relationship Management (SRM)

Business Process Procedure

Respond to RFx (Formal or Informal) Transaction Code: NA

Last Modified: 7/12/2013 4/39 Business Process Procedure

SAP NetWeaver Portal - Mozilla Firefox

3.

Page 5: Business Process Procedure · Last Modified: 7/12/2013 19/39 Business Process Procedure RFx - SAP NetWeaver Portal - Mozilla Firefox 18. Click the button to create a response. Following

Title: Respond to RFx (Formal or Informal)Area: Supplier Relationship Management (SRM)

Business Process Procedure

Respond to RFx (Formal or Informal) Transaction Code: NA

Last Modified: 7/12/2013 5/39 Business Process Procedure

SAP NetWeaver Portal - Mozilla Firefox

4. Then click the button.

Page 6: Business Process Procedure · Last Modified: 7/12/2013 19/39 Business Process Procedure RFx - SAP NetWeaver Portal - Mozilla Firefox 18. Click the button to create a response. Following

Title: Respond to RFx (Formal or Informal)Area: Supplier Relationship Management (SRM)

Business Process Procedure

Respond to RFx (Formal or Informal) Transaction Code: NA

Last Modified: 7/12/2013 6/39 Business Process Procedure

RFx - SAP NetWeaver Portal - Mozilla Firefox

5.Review the Start Date and Submission Deadline information.

Page 7: Business Process Procedure · Last Modified: 7/12/2013 19/39 Business Process Procedure RFx - SAP NetWeaver Portal - Mozilla Firefox 18. Click the button to create a response. Following

Title: Respond to RFx (Formal or Informal)Area: Supplier Relationship Management (SRM)

Business Process Procedure

Respond to RFx (Formal or Informal) Transaction Code: NA

Last Modified: 7/12/2013 7/39 Business Process Procedure

RFx - SAP NetWeaver Portal - Mozilla Firefox

6. Click the tab to access Item details.

Page 8: Business Process Procedure · Last Modified: 7/12/2013 19/39 Business Process Procedure RFx - SAP NetWeaver Portal - Mozilla Firefox 18. Click the button to create a response. Following

Title: Respond to RFx (Formal or Informal)Area: Supplier Relationship Management (SRM)

Business Process Procedure

Respond to RFx (Formal or Informal) Transaction Code: NA

Last Modified: 7/12/2013 8/39 Business Process Procedure

RFx - SAP NetWeaver Portal - Mozilla Firefox

7.Review item details and delivery date information.

Page 9: Business Process Procedure · Last Modified: 7/12/2013 19/39 Business Process Procedure RFx - SAP NetWeaver Portal - Mozilla Firefox 18. Click the button to create a response. Following

Title: Respond to RFx (Formal or Informal)Area: Supplier Relationship Management (SRM)

Business Process Procedure

Respond to RFx (Formal or Informal) Transaction Code: NA

Last Modified: 7/12/2013 9/39 Business Process Procedure

RFx - SAP NetWeaver Portal - Mozilla Firefox

8. Click the tab to access notes and attachments.

Page 10: Business Process Procedure · Last Modified: 7/12/2013 19/39 Business Process Procedure RFx - SAP NetWeaver Portal - Mozilla Firefox 18. Click the button to create a response. Following

Title: Respond to RFx (Formal or Informal)Area: Supplier Relationship Management (SRM)

Business Process Procedure

Respond to RFx (Formal or Informal) Transaction Code: NA

Last Modified: 7/12/2013 10/39 Business Process Procedure

RFx - SAP NetWeaver Portal - Mozilla Firefox

9. Click the first link to access tendering texts (messages from the LAUSD procurement staff) at the header level of RFx.

Page 11: Business Process Procedure · Last Modified: 7/12/2013 19/39 Business Process Procedure RFx - SAP NetWeaver Portal - Mozilla Firefox 18. Click the button to create a response. Following

Title: Respond to RFx (Formal or Informal)Area: Supplier Relationship Management (SRM)

Business Process Procedure

Respond to RFx (Formal or Informal) Transaction Code: NA

Last Modified: 7/12/2013 11/39 Business Process Procedure

RFx - SAP NetWeaver Portal - Mozilla Firefox

10. After reading the message, click the button to close the window.

Page 12: Business Process Procedure · Last Modified: 7/12/2013 19/39 Business Process Procedure RFx - SAP NetWeaver Portal - Mozilla Firefox 18. Click the button to create a response. Following

Title: Respond to RFx (Formal or Informal)Area: Supplier Relationship Management (SRM)

Business Process Procedure

Respond to RFx (Formal or Informal) Transaction Code: NA

Last Modified: 7/12/2013 12/39 Business Process Procedure

RFx - SAP NetWeaver Portal - Mozilla Firefox

11. Click the second link to access tendering texts at the item level of the RFx.

Page 13: Business Process Procedure · Last Modified: 7/12/2013 19/39 Business Process Procedure RFx - SAP NetWeaver Portal - Mozilla Firefox 18. Click the button to create a response. Following

Title: Respond to RFx (Formal or Informal)Area: Supplier Relationship Management (SRM)

Business Process Procedure

Respond to RFx (Formal or Informal) Transaction Code: NA

Last Modified: 7/12/2013 13/39 Business Process Procedure

RFx - SAP NetWeaver Portal - Mozilla Firefox

12. After reading the message, click the button to close the window..

Page 14: Business Process Procedure · Last Modified: 7/12/2013 19/39 Business Process Procedure RFx - SAP NetWeaver Portal - Mozilla Firefox 18. Click the button to create a response. Following

Title: Respond to RFx (Formal or Informal)Area: Supplier Relationship Management (SRM)

Business Process Procedure

Respond to RFx (Formal or Informal) Transaction Code: NA

Last Modified: 7/12/2013 14/39 Business Process Procedure

RFx - SAP NetWeaver Portal - Mozilla Firefox

13.To display any attached files, click the file name [ ] link.

Page 15: Business Process Procedure · Last Modified: 7/12/2013 19/39 Business Process Procedure RFx - SAP NetWeaver Portal - Mozilla Firefox 18. Click the button to create a response. Following

Title: Respond to RFx (Formal or Informal)Area: Supplier Relationship Management (SRM)

Business Process Procedure

Respond to RFx (Formal or Informal) Transaction Code: NA

Last Modified: 7/12/2013 15/39 Business Process Procedure

RFx - SAP NetWeaver Portal - Mozilla Firefox

14. Click the link to access cFolders.

Page 16: Business Process Procedure · Last Modified: 7/12/2013 19/39 Business Process Procedure RFx - SAP NetWeaver Portal - Mozilla Firefox 18. Click the button to create a response. Following

Title: Respond to RFx (Formal or Informal)Area: Supplier Relationship Management (SRM)

Business Process Procedure

Respond to RFx (Formal or Informal) Transaction Code: NA

Last Modified: 7/12/2013 16/39 Business Process Procedure

Mozilla Firefox

15. Click the link to access stored documents, if any.

Page 17: Business Process Procedure · Last Modified: 7/12/2013 19/39 Business Process Procedure RFx - SAP NetWeaver Portal - Mozilla Firefox 18. Click the button to create a response. Following

Title: Respond to RFx (Formal or Informal)Area: Supplier Relationship Management (SRM)

Business Process Procedure

Respond to RFx (Formal or Informal) Transaction Code: NA

Last Modified: 7/12/2013 17/39 Business Process Procedure

Mozilla Firefox

16.To display the file, click the hyperlink .

Page 18: Business Process Procedure · Last Modified: 7/12/2013 19/39 Business Process Procedure RFx - SAP NetWeaver Portal - Mozilla Firefox 18. Click the button to create a response. Following

Title: Respond to RFx (Formal or Informal)Area: Supplier Relationship Management (SRM)

Business Process Procedure

Respond to RFx (Formal or Informal) Transaction Code: NA

Last Modified: 7/12/2013 18/39 Business Process Procedure

Mozilla Firefox

17. Click Close button to exit the Collaboration folders.

Page 19: Business Process Procedure · Last Modified: 7/12/2013 19/39 Business Process Procedure RFx - SAP NetWeaver Portal - Mozilla Firefox 18. Click the button to create a response. Following

Title: Respond to RFx (Formal or Informal)Area: Supplier Relationship Management (SRM)

Business Process Procedure

Respond to RFx (Formal or Informal) Transaction Code: NA

Last Modified: 7/12/2013 19/39 Business Process Procedure

RFx - SAP NetWeaver Portal - Mozilla Firefox

18. Click the button to create a response.

Following the buyer's direction (in attached documents or otherwise), choose either "Participate," "Do Not participate" or "Tentative" and then "Create Response" or "Create Response" directly.

Page 20: Business Process Procedure · Last Modified: 7/12/2013 19/39 Business Process Procedure RFx - SAP NetWeaver Portal - Mozilla Firefox 18. Click the button to create a response. Following

Title: Respond to RFx (Formal or Informal)Area: Supplier Relationship Management (SRM)

Business Process Procedure

Respond to RFx (Formal or Informal) Transaction Code: NA

Last Modified: 7/12/2013 20/39 Business Process Procedure

Create Bid - SAP NetWeaver Portal - Mozilla Firefox

19. Click check box to acknowledge information in text.

Page 21: Business Process Procedure · Last Modified: 7/12/2013 19/39 Business Process Procedure RFx - SAP NetWeaver Portal - Mozilla Firefox 18. Click the button to create a response. Following

Title: Respond to RFx (Formal or Informal)Area: Supplier Relationship Management (SRM)

Business Process Procedure

Respond to RFx (Formal or Informal) Transaction Code: NA

Last Modified: 7/12/2013 21/39 Business Process Procedure

Create Bid - SAP NetWeaver Portal - Mozilla Firefox

20. Click the tab to respond to questions at the header level of the RFx.

Page 22: Business Process Procedure · Last Modified: 7/12/2013 19/39 Business Process Procedure RFx - SAP NetWeaver Portal - Mozilla Firefox 18. Click the button to create a response. Following

Title: Respond to RFx (Formal or Informal)Area: Supplier Relationship Management (SRM)

Business Process Procedure

Respond to RFx (Formal or Informal) Transaction Code: NA

Last Modified: 7/12/2013 22/39 Business Process Procedure

Create Bid - SAP NetWeaver Portal - Mozilla Firefox

21. As required, complete/review the following fields:

Field R/O/C Description

Reply R Response to the corresponding question

Example:10

Page 23: Business Process Procedure · Last Modified: 7/12/2013 19/39 Business Process Procedure RFx - SAP NetWeaver Portal - Mozilla Firefox 18. Click the button to create a response. Following

Title: Respond to RFx (Formal or Informal)Area: Supplier Relationship Management (SRM)

Business Process Procedure

Respond to RFx (Formal or Informal) Transaction Code: NA

Last Modified: 7/12/2013 23/39 Business Process Procedure

Create Bid - SAP NetWeaver Portal - Mozilla Firefox

22. Click the tab to review item details and...

Page 24: Business Process Procedure · Last Modified: 7/12/2013 19/39 Business Process Procedure RFx - SAP NetWeaver Portal - Mozilla Firefox 18. Click the button to create a response. Following

Title: Respond to RFx (Formal or Informal)Area: Supplier Relationship Management (SRM)

Business Process Procedure

Respond to RFx (Formal or Informal) Transaction Code: NA

Last Modified: 7/12/2013 24/39 Business Process Procedure

Create Bid - SAP NetWeaver Portal - Mozilla Firefox

23. Then click the button.

Page 25: Business Process Procedure · Last Modified: 7/12/2013 19/39 Business Process Procedure RFx - SAP NetWeaver Portal - Mozilla Firefox 18. Click the button to create a response. Following

Title: Respond to RFx (Formal or Informal)Area: Supplier Relationship Management (SRM)

Business Process Procedure

Respond to RFx (Formal or Informal) Transaction Code: NA

Last Modified: 7/12/2013 25/39 Business Process Procedure

Create Bid - SAP NetWeaver Portal - Mozilla Firefox

24. As required, complete/review the following fields:

Field R/O/C Description

Supplier Product Number R Supplier product number/Manufacturer product number

Example:3871259

Page 26: Business Process Procedure · Last Modified: 7/12/2013 19/39 Business Process Procedure RFx - SAP NetWeaver Portal - Mozilla Firefox 18. Click the button to create a response. Following

Title: Respond to RFx (Formal or Informal)Area: Supplier Relationship Management (SRM)

Business Process Procedure

Respond to RFx (Formal or Informal) Transaction Code: NA

Last Modified: 7/12/2013 26/39 Business Process Procedure

Create Bid - SAP NetWeaver Portal - Mozilla Firefox

25. As required, complete/review the following fields:

Field R/O/C Description

Price R Offered price for each quantity.

Example:8

Page 27: Business Process Procedure · Last Modified: 7/12/2013 19/39 Business Process Procedure RFx - SAP NetWeaver Portal - Mozilla Firefox 18. Click the button to create a response. Following

Title: Respond to RFx (Formal or Informal)Area: Supplier Relationship Management (SRM)

Business Process Procedure

Respond to RFx (Formal or Informal) Transaction Code: NA

Last Modified: 7/12/2013 27/39 Business Process Procedure

Create Bid - SAP NetWeaver Portal - Mozilla Firefox

26. Click the tab to respond to questions at the item level of the RFx.

Page 28: Business Process Procedure · Last Modified: 7/12/2013 19/39 Business Process Procedure RFx - SAP NetWeaver Portal - Mozilla Firefox 18. Click the button to create a response. Following

Title: Respond to RFx (Formal or Informal)Area: Supplier Relationship Management (SRM)

Business Process Procedure

Respond to RFx (Formal or Informal) Transaction Code: NA

Last Modified: 7/12/2013 28/39 Business Process Procedure

Create Bid - SAP NetWeaver Portal - Mozilla Firefox

27. As required, complete/review the following fields:

Field R/O/C Description

Reply R Response to the corresponding question

Example:Excellent

Page 29: Business Process Procedure · Last Modified: 7/12/2013 19/39 Business Process Procedure RFx - SAP NetWeaver Portal - Mozilla Firefox 18. Click the button to create a response. Following

Title: Respond to RFx (Formal or Informal)Area: Supplier Relationship Management (SRM)

Business Process Procedure

Respond to RFx (Formal or Informal) Transaction Code: NA

Last Modified: 7/12/2013 29/39 Business Process Procedure

Create Bid - SAP NetWeaver Portal - Mozilla Firefox

28. Click to attach documents to the response.

Page 30: Business Process Procedure · Last Modified: 7/12/2013 19/39 Business Process Procedure RFx - SAP NetWeaver Portal - Mozilla Firefox 18. Click the button to create a response. Following

Title: Respond to RFx (Formal or Informal)Area: Supplier Relationship Management (SRM)

Business Process Procedure

Respond to RFx (Formal or Informal) Transaction Code: NA

Last Modified: 7/12/2013 30/39 Business Process Procedure

Create Bid - SAP NetWeaver Portal - Mozilla Firefox

29. Click the button to add attachments.

Page 31: Business Process Procedure · Last Modified: 7/12/2013 19/39 Business Process Procedure RFx - SAP NetWeaver Portal - Mozilla Firefox 18. Click the button to create a response. Following

Title: Respond to RFx (Formal or Informal)Area: Supplier Relationship Management (SRM)

Business Process Procedure

Respond to RFx (Formal or Informal) Transaction Code: NA

Last Modified: 7/12/2013 31/39 Business Process Procedure

Create Bid - SAP NetWeaver Portal - Mozilla Firefox

30. Click the button to attach a document from the local drive.

Page 32: Business Process Procedure · Last Modified: 7/12/2013 19/39 Business Process Procedure RFx - SAP NetWeaver Portal - Mozilla Firefox 18. Click the button to create a response. Following

Title: Respond to RFx (Formal or Informal)Area: Supplier Relationship Management (SRM)

Business Process Procedure

Respond to RFx (Formal or Informal) Transaction Code: NA

Last Modified: 7/12/2013 32/39 Business Process Procedure

File Upload

31. Browse for the required document, and then click "Open" to upload the document. Example: Select the "Specifications from supplier" document.

Page 33: Business Process Procedure · Last Modified: 7/12/2013 19/39 Business Process Procedure RFx - SAP NetWeaver Portal - Mozilla Firefox 18. Click the button to create a response. Following

Title: Respond to RFx (Formal or Informal)Area: Supplier Relationship Management (SRM)

Business Process Procedure

Respond to RFx (Formal or Informal) Transaction Code: NA

Last Modified: 7/12/2013 33/39 Business Process Procedure

Create Bid - SAP NetWeaver Portal - Mozilla Firefox

32. As required, complete/review the following fields:

Field R/O/C Description

Description R Description of the item

Example:Specifications from supplier

Page 34: Business Process Procedure · Last Modified: 7/12/2013 19/39 Business Process Procedure RFx - SAP NetWeaver Portal - Mozilla Firefox 18. Click the button to create a response. Following

Title: Respond to RFx (Formal or Informal)Area: Supplier Relationship Management (SRM)

Business Process Procedure

Respond to RFx (Formal or Informal) Transaction Code: NA

Last Modified: 7/12/2013 34/39 Business Process Procedure

Create Bid - SAP NetWeaver Portal - Mozilla Firefox

33. Click to add the document.

Page 35: Business Process Procedure · Last Modified: 7/12/2013 19/39 Business Process Procedure RFx - SAP NetWeaver Portal - Mozilla Firefox 18. Click the button to create a response. Following

Title: Respond to RFx (Formal or Informal)Area: Supplier Relationship Management (SRM)

Business Process Procedure

Respond to RFx (Formal or Informal) Transaction Code: NA

Last Modified: 7/12/2013 35/39 Business Process Procedure

Create Bid - SAP NetWeaver Portal - Mozilla Firefox

34. Click the tab to view a summary of the response.

Page 36: Business Process Procedure · Last Modified: 7/12/2013 19/39 Business Process Procedure RFx - SAP NetWeaver Portal - Mozilla Firefox 18. Click the button to create a response. Following

Title: Respond to RFx (Formal or Informal)Area: Supplier Relationship Management (SRM)

Business Process Procedure

Respond to RFx (Formal or Informal) Transaction Code: NA

Last Modified: 7/12/2013 36/39 Business Process Procedure

Create Bid - SAP NetWeaver Portal - Mozilla Firefox

35. After reviewing the summary, click the button to check for errors or missing information.

Page 37: Business Process Procedure · Last Modified: 7/12/2013 19/39 Business Process Procedure RFx - SAP NetWeaver Portal - Mozilla Firefox 18. Click the button to create a response. Following

Title: Respond to RFx (Formal or Informal)Area: Supplier Relationship Management (SRM)

Business Process Procedure

Respond to RFx (Formal or Informal) Transaction Code: NA

Last Modified: 7/12/2013 37/39 Business Process Procedure

Create Bid - SAP NetWeaver Portal - Mozilla Firefox

36. If there are no error messages, click the button to submit the response.

Page 38: Business Process Procedure · Last Modified: 7/12/2013 19/39 Business Process Procedure RFx - SAP NetWeaver Portal - Mozilla Firefox 18. Click the button to create a response. Following

Title: Respond to RFx (Formal or Informal)Area: Supplier Relationship Management (SRM)

Business Process Procedure

Respond to RFx (Formal or Informal) Transaction Code: NA

Last Modified: 7/12/2013 38/39 Business Process Procedure

Create Bid - SAP NetWeaver Portal - Mozilla Firefox

37. Click the button to exit the response.

Response number with success message.

Page 39: Business Process Procedure · Last Modified: 7/12/2013 19/39 Business Process Procedure RFx - SAP NetWeaver Portal - Mozilla Firefox 18. Click the button to create a response. Following

Title: Respond to RFx (Formal or Informal)Area: Supplier Relationship Management (SRM)

Business Process Procedure

Respond to RFx (Formal or Informal) Transaction Code: NA

Last Modified: 7/12/2013 39/39 Business Process Procedure

Result

You have successfully completed responding to a formal/informal RFx.