Bid Project Tracking - BQUPBP

Overall, bid tracking is performed on the Bid/Quote Management (BQ) Bid Project Tracking (BQUPBP) page. Once an existing bid number has been selected, the system displays the description, the associated bid cycle, the assigned buyer, and the current status of the bid as a whole. All existing bid task numbers will be shown for the current bid.

Users with appropriate security can record each individual task of a bid along with begin/end dates. If an ending date is entered, the ID of the person that signed-off (that the task is complete) is required. The system defaults the current user's ID but will allow an override ID to be entered. Also, if a user checks the completed box, the system will insert the current date into the End Date field. Enter any additional comments in the text box on the Comments tab.

Header Row

Bid Number: Select a valid bid number. Bid numbers are validated against those created on the BQ Bid Definition (BQUPBD) page.
Short Desc: The bid description is pulled from the BQ Bid Definition.
Cycle ID: The bid cycle and cycle description is pulled from the BQ Bid Definition.
Buyer: The buyer and buyer's name is pulled from the BQ Bid Definition.
Bid Status: The bid status and bid status description is pulled from the BQ Bid Definition.

Bid Task Tab

Step: Task step. This is the order in which tasks must be completed.
Task ID:A previously defined Task ID.
Description: Condensed title of the task.
Begin Date: This field is used to enter the actual start date for the task.
End Date: Enter the completion date for the task in question. A begin date is required before an end date may be entered.
Approved Signoff: If an end date is entered, the ID of the person that signed-off (that the task is complete) is required. The system defaults to the currently logged in user's ID but allows an override. If the user chooses to override the ID, the system validates the entry against the user IDs defined in Nucleus User Information.
Completed: Checked means Yes, unchecked means No. Upon entry of a user's ID in the approved signoff field, the system checks the completed flag.
See Comments: This field is checked if there are any miscellaneous comments associated with the task on the Comments tab.