The Requested Items tab is where you manage items suggested via proposals and finalise the list of items to be acquired for the Plan.
Requested Items
This section lists items from proposals. You can select items and take the following actions:
Action | Description | Status Update |
Remove | Removes the item from the Plan. | Item returns to the procurement proposal for reassignment. |
Transfer to procurement | Moves the item into the "Items to be acquired" section so you can purchase it. |
|
Move to ungrouped items | Moves the item without creating a new group. | Item status updates to "Waiting for purchase." |
Move to new group | Moves the item and creates a new group for it. Other suggested items can be added to this new group later. | Item status updates to "Waiting for purchase." |
Combine into Buyable Items | Selects two suggested items and merges them into a single item to be acquired. |
|
Reject | Excludes the item from the Plan's active list. | Item status is updated to "Abandoned." You can add an optional comment, but the proposal recipient must have alerts enabled to receive an email notification |
Items to be Acquired (Finalising the List)
This section contains items moved from proposals or items created directly on the Plan.
Managing Items from Proposals
Modify: Open item information using the arrow icon to make changes.
Delete: Select the item and click "Delete object."
Creating New Items Directly on the Plan
Add group: Creates an empty group, requiring only a Name.
Add item without group: Creates a new item, requiring at least a Name (*), plus optional details like Quantity, Unit, Value, and Currency.
Creating Procurement (Competition)
Use this function to launch a request for quotation in Mercell Tendering/Sourcing for the selected items.
Fill in the purchase Name
Select the announcement Type, Language, and Currency.
Optionally, enter an Identifier and a Description.
Note: Items linked to a created procurement will have their status updated to "In
procurement." When an item has been purchased (Competition completed), its status
updates to "Purchasing."
Article Ref: 131020251351