Set Contract Tender Baseline

Explanation

Once a tender is ready for submitting, the tender baseline should be set. This is to ensure that all required details on the submitted contract can be kept track of. Later, you can compare the tender baseline with both the contract baseline and current revision of the contract.

When setting the tender baseline, the active contract revision will be automatically frozen (if not already frozen).

Prerequisites

• The contract with lines and items must exist.
• The contract status must be Tendered, Awarded, or Under Review.
• An Active contract revision must exist.

System Effects

• The active revision will be set as the baseline and frozen. No further changes to this revision will be allowed. It is possible to unfreeze the revision, but it is not recommended to do this since this might invalidate the history tracking if the revision is updated after being frozen.
• The Tender Baseline check box on the Sales Contract/General tab will be automatically selected.

Window

Sales Contract
Sales Contracts

Related Window Descriptions

Sales Contract
Sales Contracts

Procedure

1. In either the Sales Contract or the Sales Contracts window, right-click and then click Set Tender Baseline.
2. A message appears inquiring whether you want to set the tender baseline for the active revision. Click Yes.