Submit a bid update request for approval using AVEVA Work Tasks

Submit a bid open request or a bid due date extension request related to a Request For Quote (RFQ) for approval using the Work Tasks approval engine. The bid update request is forwarded to the assigned approval group in AVEVA Work Tasks.

Prerequisites

Before you begin, complete the following:

1. In the d0073 ERM System Settings dialog, in the Purchasing tab, in the Audit / Approval section, ensure the Use Enquiry Approver checkbox is selected.

2. In the s00051 Approval Groups screen, ensure you create an approval group. For more information, see Create an approval group.

3. In the s00052 Approval Flows screen, perform the following:

   1. In the Approval Flows grid, perform the following:

      1. Ensure you create an approval workflow with the Approval Concept defined as RFQ Bid Opening (for a bid open request) or RFQ Bid Due Date Extension (for a bid due date extension request).

      2. Ensure the Workflow Approval Engine is defined as Work Tasks.

   2. In the Approval Flow Relations grid, in the Data Extraction Input tab, ensure you create a data extraction input.

   3. In the Approval Flow Relations grid, in the Approval Groups tab, ensure you assign the approval workflow to the approval group.

4. In the s00053 Approval Project Setup screen, ensure you relate the approval workflow to a project. For more information, see Assign an approval workflow to a project.

To submit a bid update request for approval using AVEVA Works Tasks

5. Navigate to the s50020 Followup on Request for Quote screen.

6. To refresh the screen, select the F5 key.

7. In the Request for Quotation grid, select a row.

8. In the Details grid, select the Requests tab.

9. In the Requests grid, select a row.

10. On the s50020 menu, in the RFQ Requests group, from the Workflow dropdown, select Submit for Approval.

    In the Details grid, in the Requests tab, in the Requests grid, the value in the Status field changes from New to Submitted.

11. (Optional) To undo the workflow update, on the s50020 menu, in the RFQ Requests group, from the Workflow dropdown, select Undo Request Workflow Actions.

12. On the Home menu, in the Record group, select Save.

    The bid update request is submitted for approval.

    In AVEVA Work Tasks, you can view the submission. The assigned approver can approve or reject the submission as required.