RFX List

As part of the Sourcing module Key Users have access to an overview of all RFXs where questionnaire details are presented in one place, for easy reporting and management.

You can view this page by navigating to Sourcing > RFX List via the left-hand menu.

TABLE OF CONTENTS

• Columns
• Requirements
• Stages
• Status
• RFX Type

Columns

You can add or reduce the columns to customise the type of information displayed on the dashboard of the RFX list. This is particularly useful if you wish to capture and exclude specific information in a report, which you can generate by clicking on either the Print, Excel, or PDF buttons on the right-hand side above the list.

Standard Column Headers Explanation:

• Requirement - Requirement number associated with the RFX. Clicking on this will redirect you to their respective requirement page.
• REQ Stage - The stage of the requirement.
• RFX Name - Name given to the RFX.
• Open Date - Date from when suppliers may begin their response.
• Close Date - Supplier response submission deadline.
• Q&A Deadline - Clarification Q&A deadline.
• Bid Open Date - Date from when evaluators may begin evaluating supplier responses.
• Type - The availability of the RFX for suppliers to participate. For more information on what each type represents, see Supplier Participation.
• RFX Status
• RFX Type
• Participation - Clicking View under their respective requirement will redirect you to the Participation screen in Supplier Management > Participation with pre-allocated filters to display the list of participants against this RFX.
• No. Final Participants - Number of total participants
• No. Pending Evaluation - Number of participants who have submitted their response.
• No. Pending Qualification - Number of participants who have passed the evaluation stage.
• No. Qualified - Number of participants who have been qualified against this requirement.
• No. Disqualified - Number of participants who have been disqualified against this requirement.

You may filter for relevant results by managing the filters at the top of this page just below the RFX List header.

My/All Requirements

When you filter your requirements list by My, this will display all requirements where you are a named Procurement Person or Contract Manager with respect to any selected filters.

When you filter your requirements list by All, this will display all requirements with respect to any selected filters. This filter may be restricted based on user access level.

Stages

You can select the stages that are reflected on this list by selecting their corresponding checkboxes in this window:

• Research
• Define
• Tender
• Award
• Negotiation
• Closed
• Cancelled
• Expired
• Evaluation
• Live
• Not Set

For more information on what each stage represents, see Requirement Stages.

Status

By default, the RFX list will display only Live RFXs. However you can filter this to view RFXs of different stages such as:

• Test - Test version RFXs.
• Draft - Unpublished RFXs.
• Withdrawn - RFXs that have been withdrawn.
• Published - Published RFXs including closed.
• Live (Default) - Published RFXs that are still open.
• Closed - RFXs that have passed their close date.

RFX Type

This filters RFXs by 3 types:

• Tender
• Research
• Quote

Once you have confirmed changes, click Filter to filter by your selected results. You can also click Reset to reset all filters to their default settings.