Atrieve Finance

Vendor Pre-Selection

The Vendor Pre-Selection module will create a tender history record for each vendor/commodity cross reference which matches the criteria provided for the tender. The tender can be created for multiple commodities, status codes, and locations.

Commodity Code

  • Enter each commodity code to be included on this tender. Each commodity code entered will be displayed in a list below the commodity code prompt.

  • Entry of a blank commodity will terminate entry of commodity codes. Select the magnifying glass for valid commodity codes. A maximum of 10 commodity codes can be entered for a single tender.

Status Code

  • Enter each status code include on the tender. Each code entered will be displayed in a list below the status code prompt.

  • Entry of status codes will be terminated by a blank entry. A maximum of 10 status codes can be entered for a single tender. 

Location Code

  • Enter each location code to be included on the tender. Each location code will display in a list below the location code prompt. Entry will be terminated a blank entry. Select the magnifying glass for valid location codes. A maximum of 10 location codes can be entered for a single tender.

  • Options

  • The vendor pre-selection report displays all vendor/commodity cross references which match the criteria provided. The report will be in order of the commodity codes provided as selection criteria. If a particular commodity is not supplied by any vendors it will be listed on the report. A report legend displays a list of the selection criteria entered at the end of this report.

Preliminary

  • The preliminary option will produce the vendor pre-selection report but will not create any tender history records.

Final

  • The final option will produce the vendor pre-selection report and create all tender history records. You are prompted for a unique tender number and description. A total of the new tender history records created displays at the report end.

Rerun

  • This option allows you to append tender history records to an existing  tender. A vendor pre-selection report is produced and a total of the new tender history records created will be displayed at the bottom. You are prompted for an existing tender number and the tender description will display. A tender database lookup is available by pressing <FIND>.