Create Contract Tender Document

Explanation

It is not uncommon for contractors to have their own specific way of creating tender documents. Usually the documents are created using spreadsheets and word processors as needed, e.g., MS Excel and Word.

When the tender document is completed, it can be checked into IFS/Document Management and connected to the contract, contract revision, contract customer, or contract customer tender. How to connect a document is described in the Connect Documents To Tender activity.

Prerequisites

• A contract must exist.

System Effects

• The tender document will be created.

Window

Document Revision

Related Window Descriptions

Document Revision

Procedure

1. Create the document using a spreadsheet or word processor as appropriate.
2. If information from the contract line items should be used as a basis for the document, export from the Contract Revision Line Items window by querying for the contract data to export. Then, right-click, select Output and then click Save As. (If the appropriate output channel has not been configured, select Output in the context pane. Click Add button and the dialog Configure Output dialog is displayed.)
3. Modify the documents as needed.
4. To check the document into Document Management, follow the activity links from the Document Revision window description.