3.2 Solicitation and Procurement Content
  • 30 Jan 2024
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3.2 Solicitation and Procurement Content

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Article summary

Solicitation & Procurement Content   

Vendor/Client Gateway: Solicitation & Procurement Content

For a Solicitation Record's details to be displayed on the Vendor Client Gateway or Public Portal, the Solicitation Record’s Invitation Type field must be set.

Note: If a Solicitation's Invitation Type is set to Public or Invitation Only, only the fields selected to be displayed will be shown.  Please see the Solicitation & Procurement Fields Wiki page for more information about selecting fields from the Solicitation Details screen to be displayed on the Gateway.


Solicitation Details:

1. Navigate to the Solicitation Details screen to manage the Invitation Type for the record.

Within Solicitation Details Set the Invitation Type field to determine who can see the Solicitation

2. The Invitation Types available are:

Invitation Type Dropdown options
Not Published: The Solicitation record will not be available on either the Vendor/Client Gateway or the Public portion of the Gateway (Internally Only).
Public: The Solicitation will be available to be viewed on the Public portion of the Vendor/Client Gateway (non-authenticated Vendors/Clients will be allowed to view).
Invite Only: The Solicitation will be available only to Vendors/Clients on the Gateway whom you have specified as potential respondents.



Solicitation Files/Attachments:

For a Solicitation Record file/attachment to be viewable, select (when uploading the attachment) the Collaboration Type for the attachment:

Setting the Collaboration type for File Attachments

Note: By specifying Public = Yes, the file/attachment displays only to the area in which the Solicitation Record is displayed (depending on the Invitation Type selected for the Solicitation Record).

 

 

 

 


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