CobbleStone Documentation Wiki Welcome Guest: 3/3/2024 8:55:25 AM
 
View for Version
 
 
Contract Insight Version:
select
Version Released On:
Friday, October 8, 2021
 
   
 
Search
 
 

search text
Search 
 
   
 
Navigation
 
 
 
   
01. Solicitation Types   
Page last modified on Monday, April 12, 2021 4:01 PM (by Adam Widmeier) (initially created on Tuesday, July 7, 2020 2:15 PM)
Assigned to: Solicitations
  Generate Manual Print View
 
Page Content
 
 

Solicitations: Type Management

Only system administrators can access the Types list.

1. To access the Types section of CobbleStone, via the top navigation menu, navigate to Manage/Setup - Record Types (or Contract Types).

 

2. The Record Types Manager displays. All existing solicitation types are marked with tblSolicitations.

If adding a new type, on the side menu, click Add Record Type.

3. The Add New Type Record screen displays. Complete all of the required fields.

 

In ForArea, be sure to select the Solicitation Details option.

Is Dutch Auction is of special importance as it is only applicable to solicitation types. If the eSourcing records of the type are to be processed as dutch auctions, mark this tick-box. While it is a required field, leaving it unmarked is acceptable when the type is NOT processed as a dutch auction.

4. Click Save & Continue. The Record Types Manager displays again.

 
   
 
Related Wiki Video Tutorials
 
 
 
   
 
Page Tags (Keywords)
 
  
   
 
Files & Attachments
 
  
   
 
CobbleStone Software |  Contract Insight Wiki |  version: 17.1.1.171020
CobbleStone Software is developed in the U.S.A.