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New to RFx process in SRM.

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Hi all,

 

Our client has requested to set up a DEMO for the RFx process in SRM. After some investigations, below are my findings to beginning setting this up.  Let me know what I have left out from the pointers below and also answers to my questions below will help.

 

Define number ranges

Define transaction type

Define transaction type for RFx in organization plan.

Define sourcing for product categories

Roles assignment to Bidders  and Purchasers.

 

Do I need bidding engine for running RFx process?  We do not intend to use SUS.

 

Regarding output settings, what are the main settings we need to complete to enable sending bids via email, and where do define / assign the output forms?

 

What are the steps for setting up weighting and ranking to enable evaluation and comparison of bids? 

 

Thanks.


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