To apply changes to Bill-to to all items on Requisition - Click Apply Bill-to to All Items This will override any selections made at the address Important: Sub-Tab for the Item Tab. Items Tab Go to the Items Tab Address Sub-tab Agency – – Address Sub-Tab Select the check box in the All’ column next to the item ‘Select to change address (Ship/Bill to Address) Shipping Option 2: Ship to/Bill For DA Users: items to multiple Select desired address from dropdown menu locations Click Apply to Selected For BP Users: Click at the lower part of the screen next to the Ship-to Address or Bill-to address Enter Search Criteria for address desired Click Find It Select dial next to desired address Click Select To apply changes to only selected items - Click Apply to Selected Click to save changes and continue Save & Continue *** To reset all addresses to the default from the Address Tab - Click Reset Selected to Header Accounting Agency Select required Special Procurement Type Add any additional information Attachments Add All Files or Forms including any Procurement Agency Justification Form, etc. Verify that Show Vendor is for any file or NOT checked form that should be accessible to the public. not Save & Continue Vendor Tab Select Vendors Agency Lookup and Add Vendors as Appropriate, per the SBSA process Find It Select All/Specific Vendors Save & Exit Publish Informal Bid on Web (Select one of the following 2 options) Restricted informal bid, only selected vendors can view and respond (When soliciting small businesses only) - OR Select - Unrestricted informal bid - all vendors can view and respond (Used with SBSA waiver) Bid Ending Date Bid Available Date Save and Continue Notify Vendors Review Vendor List Send Notification to Selected Vendors Vendors can now view and respond to solicitation (if selected)
To apply changes to Bill-to to all items on Requisition - Click Apply Bill-to to All Items Important: This will override any selections made at the address Sub-Tab for the Item Tab. Items Tab – Address Sub-Tab Shipping Option 2: Ship to/Bill items to multiple locations Go to the Items Tab – Address Sub-tab Select the check box in the ‘Select All’ column next to the item to change address (Ship/Bill to Address) For DA Users: Select desired address from dropdown menu Click Apply to Selected For BP Users: Click at the lower part of the screen next to the Ship-to Address or Bill-to address Enter Search Criteria for address desired Click Find It Select dial next to desired address Click Select To apply changes to only selected items - Click Apply to Selected Click Save & Continue to save changes and continue *** To reset all addresses to the default from the Address Tab - Click Reset Selected to Header Agency Accounting Select required Special Procurement Type Add any additional information Agency Attachments Add All Files or Forms including any Procurement Justification Form, etc. Verify that Show Vendor is NOT checked for any file or form that should not be accessible to the public. Save & Continue Agency Vendor Tab Select Vendors Lookup and Add Vendors as Appropriate, per the SBSA process Find It Select All/Specific Vendors Save & Exit Publish Informal Bid on Web (Select one of the following 2 options) Restricted informal bid, only selected vendors can view and respond (When soliciting small businesses only) - OR Select - Unrestricted informal bid - all vendors can view and respond (Used with SBSA waiver) Bid Ending Date Bid Available Date Save and Continue Notify Vendors Review Vendor List Send Notification to Selected Vendors Vendors can now view and respond to solicitation (if selected) Agency
10%20JOB%20AID%20Small%20Purchase%20under%20$10,000%20v1.3.docx