After pre-collaboration approvals, the Collaboration phase begins.
After receiving a message from the supplier, the buyer will see the message in the Collaboration tab as indicated by the blue envelope icon.
Selecting the envelope icon opens the message. Using the action buttons, the user has the option to Reply or Send a new message. The View all arrow expands the message if it is too long to display in the summary. Cancel or Done will end the action without sending to the supplier.
Buyers have the same options as suppliers for creating or responding to a message. They can:
- Fill in the Subject field (which can be different than the original subject).
- Decide if the message is visible to the supplier or not.
- Create a Message.
- Add anAttachment.
Below the message is the history, where the buyer can check the history of messages.
After selecting Send, the buyer will see a summary page. Using the Action button on the right, the buyer can: send a message, cancel the request, view the message, revise the request, or send an alternative request. On the line item, the buyer can view details and add comments and/or attachments. Below the line item, a list of all Messages Referring to this document is shown.
After the proposal is sent by the supplier, they will see the summary page showing the status: Proposal Sent – Waiting for Response.
When the proposal has been received, the buyer sees a green envelope at the left of the proposal line item with the status Proposal Received – Please Respond. Selecting End Collaboration indicates that the requisition has been canceled without accepting a supplier bid.
If the Buyer is ready, the proposal can be accepted by selecting the item next to the green envelope icon. Otherwise, a message or counter proposal can be sent to the supplier.
When the buyer selects the green envelope, they can Accept Proposal, Reject Proposal, or navigate to the Action dropdown where they can Send Message.
- Accept Proposal
- Reject Proposal
- View Messages
- Print
- Revise Request
- Submit an Alternative Request
In this training, the buyer will Accept the Proposal.
When the proposal has been accepted, the buyer sees the summary page with three options:
- OK
- Finish Collaboration
- Cancel
The OK button will also accept the proposal but the buyer must still select Finish Collaboration as an indication to the system that the proposal is complete and can be moved to the post-collaboration phase.
After selecting Finish Collaboration, the Collaboration Requisition moves to the post-collaboration phase. Once the requisition is fully approved, the supplier with the winning proposal receives the Purchase Order, which can be confirmed and fulfilled, or rejected.
