vendor um v0.2

8/12/2019 Vendor UM V0.2

1/23

Tin Bidding Vendor Template: User Guide

7th September 2012V0.2

About PHOENIX Know ledge Manage ment Pvt. LtdPHOENIX Knowledge Management Pvt. Ltd (PKMPL) is a netw ork of prof essionals draw nfrom different backgrounds and are united by shared values, ethics and goals of helpingclients w ith range of serv ices to enable them to meet global challenges. Our existence andexposure in India and associations abroad enable us to comprehend the requirement of theclients. We w ork closely w ith our clients, understanding their business needs and designingthe services most suited to serve their requirements. Our relentless pursuit for excellence anddedication to the principles of professionalism, responsiveness and quality has helped usprovide outstanding services to our clients. We have developed the capability of renderingservices using the network of people w ith technical and profess ional skills w ith a deepunderstanding of clients business.

Restricted for company use only. Copyright PKMPL 2010.

8/12/2019 Vendor UM V0.2

2/23

Tin Bidding Vendor Template: User Guide Page 2 of 23V0.2

PHOENIX Know ledge Management Pvt. Ltd

Table of Contents

Vendor Template ................................................ ............................................... ...................... 3 1.1 Tin_Vendor_Template Sheet .. ................................................. ....................................... 9 1.2 Vendor_Template_TP_TFS Sheet ....................................... ......................................... 12 1.3 BCP common functionality ....................................................... ..................................... 14

8/12/2019 Vendor UM V0.2

3/23



Vendor TemplateThe Vendor needs to download the template with the provided login IDs

8/12/2019 Vendor UM V0.2

4/23



On download of the template the user/vendor will have the view of the template as below:

Home Sheet

Figure 1: Home Sheet

The Home Sheet is the welcome sheet which will be the active sheet by default on download of the vendor template.It has all the DOs and DONTs listed which will help the user to understand the basic instructions while working on thetemplate.

8/12/2019 Vendor UM V0.2

5/23



The sheet Vendor_Template_TP_TFS

Figure 2: Vendor_Template_TP_TFS

1. Columns with yellow colored fields are editable.2. These columns may already have data in it.

3. The editable fields may be overwritten and the data must be submitted using the submit button.4. Once the data is entered in this sheet, the vendor has to go to the sheet Tin_vendor_Template to enter

the rest of the data. 5. The user can work offline, meaning, he can enter data in the fields even though when he is not

connected to the server.6. The vendor cannot submit the data from this sheet unless he updates the main sheet

Tin_vendor_Template. 7. Once both the sheets are updated, vendor needs to cross check the data and then only SUBMIT it.8. SUBMIT button is only provided on Tin_vendor_Template sheet.

The sheet Tin_Vendor_Template

Editable cells on downloadwhich can be overwritten

1. Refresh 2. Audit trail 3. Save

8/12/2019 Vendor UM V0.2

6/23



Figure 3: Tin_Vendor_Template sheet

1. Columns with yellow colored fields are editable.

2. These columns may already have data in it.3. The editable fields may be overwritten and the data must be submitted using the submit button.4. Once the data is submitted the template gets locked, hence the user may save (using the save button on

the template sheet) the excel file before submitting the data.5. The user can work offline, meaning, he can enter data in the fields and save the working. Once he is sure

about all the values he has entered, he can click on the Submit button. 6. On this SUBMIT both the sheets Tin_vendor_Template & Vendor_Template_TP_TFS will get submitted which

means the data from both these sheets wil l be pushed to the server.

7. After he submits the data he wont be able to change the values. Thus the bid would be submitted.

8.

For detail working of the Tin_Vendor_Template Sheet, refer Tin_Vendor_Template SheetNote: The vendor has to make sure that the TP TFS rates are entered correctly before updating theTin_vendor_Template and submitting the template as the values in this sheet have dependency on the TP TFS

values.

Editable cell s on downloadwhich can be overwri tten1. Submit 2. Save

8/12/2019 Vendor UM V0.2

7/23



The sheet Vendor Master

Figure 4: Vendor Master Sheet

1. Data in the yellow colored fields are editable.2. The editable fields may be overwritten if the vendor details are changed and the data must be

submitted using the submit button.3. The user/vendor will have to update this sheet whenever there is any change in the contact details of

the vendor such asa. E-Mail ID (primary, secondary or both) b. Phone Number c. Contact Person d. Address etc.

4. He has to make necessary changes to the necessary field and Submit. This will update the contactdetails at the server side.

The vendor can

enter/update his contactinformation usi ng these cells

All the command buttons present on other sheets such as SUBMIT,REFRESH, AUDIT TRAIL & SAVE are present on this sheet as well

8/12/2019 Vendor UM V0.2

8/23

8/12/2019 Vendor UM V0.2

9/23



1.1 Tin_Vendor_Template Sheet

1. The Vendor has 4 sheets in his template. The Tin_Vendor_Template sheet is the working sheet of the template.

2. The vendor will have separate template for separate category. For e.g. He will have to downloadTin_Vendor_Template during the bid for Tins category, Plastic_Vendor_template in order to bid for plasticcategory & so on.

3. As shown in the below image the gray marked fields are read only whereas yellow marked fields are write-enabledfor the vendors.

Figure 6: Vendor Template- Working Sheet

4. The Vendor after downloading the template wil l be able to see the plant-material combinations for which he iseligible to bid for the upcoming quarter.

5. The bidding period and bidding details will be displayed on the templates working sheet

6. The vendor has the provision to decide on to which plant-material combination he would like to bid by sel ectingthe option present in the drop as shown below.

8/12/2019 Vendor UM V0.2

10/23



7. The vendor may enter the data in the write enabled cell and click on the submit button.

8. If the entered data is not a numerical value (highlighted with orange colour in the above screen shot) then belowshown message box pops up and hence the data doesnt get submitted.

Wron Data Entered

The Bid period when the bid was opened for thevendor for the first time

The p eriod available for vendor to bid for the current bidding round

The period (Quarter & Financialyear) for which the vendor has to bid

8/12/2019 Vendor UM V0.2

11/23



9. Once the user is done with entering the data he may submit it.

10. On successful submission the template gets locked i.e. the user will not be able to enter any data or perform anyoperations as shown below unless and until the bid is reopened for him.

Figure 7: Sheets locked after succes sful submiss ion

8/12/2019 Vendor UM V0.2

12/23

8/12/2019 Vendor UM V0.2

13/23



5. On successful submission the template gets locked i.e. the user is not able to enter any data or perform anyoperations as shown below.

8/12/2019 Vendor UM V0.2

14/23



1.3 BCP common functionality

1.3.1 SUBMIT

The SUBMIT button enables the user to submit/send both the sheets data to the Boardwalk Server.

Following message will be received on click of Submit button.

8/12/2019 Vendor UM V0.2

15/23



The user can enter Transaction Comments for the changes he made before submission. This is optional.

8/12/2019 Vendor UM V0.2

16/23

8/12/2019 Vendor UM V0.2

17/23



1.3.3 Cell History

In case the user wants to see audit trail for a particular cell, he/she should follow below steps:

1. Select the Cell you want to see the audit trail for.

2. Click on the command button CELL. A dialogue box will appear which will ask you the period for which want to see the audit trail.

3. Enter the period, start date and end date.

4. Click on OK.

8/12/2019 Vendor UM V0.2

18/23

8/12/2019 Vendor UM V0.2

19/23



2. Enter the period, start date and end date.

3. Click on OK.

4. A new sheet will get added with the name TABLE_UPDATES which will include the audit trail of the cell.

8/12/2019 Vendor UM V0.2

20/23



Figure 8: Table_Updates Sheet

5. The user can also have a comparison between two updates.

6. As shown in the below screenshot, the user has to check two (only 2 updates can be selected at a time) updatesand click on Compare two updates button on the same sheet.

8/12/2019 Vendor UM V0.2

21/23



Figure 9 : Compare two updates

7. In this way he shall be able to compare the two updates he selected on the table.

Figure 10: Comparison of two updates

8. User can save these sheets if he wants to for his reference.

8/12/2019 Vendor UM V0.2

22/23



1.3.5 ROW UPDATE

When the user wants to see a row level update, he can do so similar to Cell History or Table history.

1. He needs to select the entire row for which he wants to see the audit trail.

2. Right click and select ROW UPDATE or click on ROW button as shown in below screens hot.

Figure 1 1: Row Update

3. After clicking, a pop-up will appear which will ask for selection of period.

4. Select the period and click on OK.

5. A new sheet wil l get added to the template which will contain the audit trail for the selected ROW .

8/12/2019 Vendor UM V0.2

23/23


PHOENIX Know ledge Management Pvt Ltd

vendor um v0.2

Documents