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Creating a New Bid History Entry

You can add to a company's bid history if it is determined that important historical information about a bid was omitted, or if Proliance has been newly installed at your organization and you wish to record historical bid information from your key subcontractors. To add to a historical document to a company record, your security role must have permission to create bid history. For more information, see "About Security Permissions".

By adding historical documents to a company record, you help to ensure that all aspects of a company's past performance can be evaluated by the people responsible for awarding new contracts.

To add a bid history entry

  1. Open the Bid History tab for the company receiving the bid history entry.

    2. The list of bid history entries for the company appears.

  2. Click New to create a new bid history entry using the default template.

    3. — or —

    Click the arrow next to New to choose another template. For more information, see "About Document Subtypes".

    A blank bid history document appears. Some information may already be filled in, depending on the template used.

  3. In the Name field, type the name of the bid.
  4. If you are performing a workflow action on the bid history, complete the information required for this action. For more information, see "Bid History Workflow Actions" for a list of preconditions for a specific action.
  5. Complete any other necessary information for the document. Headings marked with an asterisk (*) or highlighted fields are required. For more information, see "About Required Fields".

    6. Please refer to the following for more information on the fields for each page:

  6. Click Save.

    7. Proliance saves the page. Click Exit Edit Mode when done.