Ability to import line item quantities on bids



Description of Issue

Is there a way to import the line item quantities on bids instead of manually entering them?



Context

Bid Management



Cause

Informational



Resolution
  1. In Bid Request Quantities program, click Request Items on your bid

  2. Click Excel Export

  3. In Export Confirmation pop-up window, select all checkboxes and click Ok

  4. Open the exported file, add bid request quantities, and save it to your computer

  5. In Bid Request Quantities program, click Import

  6. Click Select File and choose the file to import

  7. Click Validate File

  8. Click Import File



Additional Information

Refer to the Importing Bid Request Quantities section beginning on page 39:  Munis Bid Management for Purchasing+ Setup and Procedures 2021.4