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 work processors as needed, e.g., MS Excel and Word.

When the tender document is completed, it can be checked back into IFS/Document Management and then connected to the contract, contract revision, contract customer, or contract customer tender using the Attach option in the Attachment Panel.

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 needed, export from the Contract Revision Line Items window by querying for the contract data to export. Then, right-click, point to Table and then click Save As.
3. Modify the documents as needed.