Tin Bidding Vendor Template: User Guide 7th September 2012 V0.

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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

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Vendor Template
The Vendor needs to download the template with the provided login IDs

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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 the template.

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Tin Bidding Vendor Template: User Guide The sheet Vendor_Template_TP_TFS

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1. Refresh 2. Audit trail 3. Save

Editable cells on download which can be overwritten

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

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1. Submit 2. Save

Editable cells on download which can be overwritten

Figure 3: Tin_Vendor_Template sheet

1. 2. 3. 4.

Columns with yellow colored fields are editable. These columns may already have data in it. The editable fields may be overwritten and the data must be submitted using the submit button. 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 will 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 Sheet Note: The vendor has to make sure that the TP TFS rates are entered correctly before updating the Tin_vendor_Template and submitting the template as the values in this sheet have dependency on the TP TFS values.

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Tin Bidding Vendor Template: User Guide The sheet Vendor Master

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

The vendor can enter/update his contact information using these cells

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 as a. 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 contact details at the server side.

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The sheet Print. 1. The data entered in the Tin_Vendor_Template populates onto this sheet. 2. The user will be able to print the price per container along with all the other details shown below in the figure.

Figure 5: Print Sheet

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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 download Tin_Vendor_Template during the bid for Tins category, Plastic_Vendor_template in order to bid for plastic category & so on. 3. As shown in the below image the gray marked fields are read only whereas yellow marked fields are write-enabled for the vendors.

Figure 6: Vendor Template- Working Sheet

4. The Vendor after downloading the template will be able to see the plant-material combinations for which he is eligible 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 selecting the option present in the drop as shown below.

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The Bid period when the bid was opened for the vendor for the first time The period available for vendor to bid for the current bidding round The period (Quarter & Financial year) for which the vendor has to bid

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

Wrong Data Entered

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

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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 any operations as shown below unless and until the bid is reopened for him.

Figure 7: Sheets locked after successful submission

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1.2 Vendor_Template_TP_TFS Sheet

1. 2. 3. The Vendor shall enter the TP (rate and %) and TFS (rate and %) using this sheet. The sum of TP% and TFS% should be 100. If the user submits the data if the above mentioned condition is not met the below shown message pops up.

Wrong data submitted

4.

The user may re-enter the data and submit it.

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

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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.

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

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The below message will be received on successful submission of the sheet to the BCP Server.

The below message will be received if there were no changes detected in the sheet after previous submission.

1.3.2

REFRESH

The REFRESH DATA button enables the user to fetch the data into the sheet from Boardwalk Server.

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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 you want to see the audit trail.

3. Enter the period, start date and end date. 4. Click on OK.

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5. A new sheet will get added with the name CELL HISTORY which will include the audit trail of the cell. 6. User can save these sheets if he wants to, for his reference.

1.3.4

Table History

In case the user wants to see audit trail for a table, he/she should follow below steps: 1. Click on the command button TABLE. A dialogue box will appear which will ask you the period for which you want to see the audit trail.

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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.

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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) updates and click on Compare two updates button on the same sheet.

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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.

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Tin Bidding Vendor Template: User Guide

1.3.5 1. 2. ROW UPDATE He needs to select the entire row for which he wants to see the audit trail.

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When the user wants to see a row level update, he can do so similar to Cell History or Table history. Right click and select ROW UPDATE or click on ROW button as shown in below screens hot.

Figure 11: Row Update

3. 4. 5.

After clicking, a pop-up will appear which will ask for selection of period. Select the period and click on OK. A new sheet will get added to the template which will contain the audit trail for the selected ROW.

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