bid invitation output related

[Former Member]

Hi guys,

I am able to send the bid invitation to the bidders.The output medium is email.It sends the bid invitation in .pdf format. (we have implemented a smartform)

Requirement is:can we send it in say word or excel format instead if .pdf?

Reason being,the bidder can download the form, enter required information in the word or excel doc and email it back.

Any solution/bright ideas?Please share your inputs.

Thanks

Trey

[masa_139]

Hello Trey,

Some ideas.

1. Bidder can download the bid invitation data to Excel and upload. Is this enough function for your scenario ?

2. Create word/excel attachment in the bid invitation

3. Use cFolder integration with Bid Invitation. Bidder can store any documnets in the cFolder.

4. Develop Adobe Interactive Form and inbound method

5. Put the generic word or excel form in buyer's web site and include the link in the Bid Invitation notification mail. Bidder can access the form and email it back.

Your solution is like 5. but there are many questions/disadvantages.

Who will handle the email (many manual steps) ? How to compare the bids ? How to store the data in the system/database ? How to create follow-on PO or Contract ? and more ..

Regards,

Masa

[Former Member]

Thanks,guys!

Wow Masa! That was great.

Should have been clearer.We are implementing <u>surrogate bidding</u> functionality. The bidder will get the bid invitation by email.

Our requirement is here: if the bid invitation can be sent in word or excel format, the bidder can download and save the bid invitation on the local system, fill out the invitation and submit the bid via email back to the buyer.

Hence,the word/excel is needed so that the bidder can edit/modify it on the local system(there is no acrobat writer with the bidders:-))

Can you elaborate on 1 and 4,please?

Thanks a lot.

Points will be awarded surely!

T

[masa_139]

What is your SRM version ?

1. Do you see upload and download buttons in Bid Processing window ?

4. You do not need any special tool for filling the Adobe Interactive Form. Adobe Document Server is required in buyer side to generate a Form.

Regards,

Masa

[former_member195032]

Hi Trey,

I will suggest you to look for SAP notes.

734060 SRM: Upload and download of documents using MS Excel

982766 - Up- and download of SRM documents

790860 - Frequently asked questions for Excel upload and download

Regards,Nishant

Please reward if this helps