Competitive Bid: How to Approve or Reject a Competitive Bid (Initial Approval)

This article provides approvers with the steps necessary to approve or reject the initial approval for a Competitive Bid.

This content reflects standard Beeline Enterprise functionality which may vary from what you see when logged into Beeline Enterprise depending on any client-specific settings or adjustments.

Table of Contents

To approve a Competitive Bid (initial approval):

1. Navigate to your Beeline Enterprise Home screen.
2. In the My To Do quadrant, click the number link located within the alert sentence, “You have # Competitive Bid Submitted for Initial Approval tasks awaiting action”. A dialog window with a list of bids ready for initial approval displays.
3. Click the Action drop-down arrow of the specific Competitive Bid you want to review.
4. Select the View Details option. The Competitive Bid – Initial Approval screen appears.

5. Click the Competitive Bid name link to access the Competitive Bid in tabbed ribbon format. The ribbon will open on the Welcome tab.
6. Click the Next button to advance to the General Info tab. Review the information.
7. Click Next to advance to the Contributors tab. Review the names and assigned roles.
8. Click Next to advance to the Action tab.

   Note that although you can see other tabs to the right of the Action tab; at this stage in the Competitive Bid process, you cannot click to open any of them. Access to these tabs is only made available after the initial approval is final.

9. Click Approve. The approve dialog box opens.
10. Click Approve to confirm your intent. Comments are optional. The Competitive Bid profile screen displays. In the upper left-hand quadrant, you will see the Competitive Bid Number followed by the Competitive Bid Name along with the current status (in parentheses). This same naming convention will be followed throughout the lifecycle of the competitive bid.

    Take note of both the Competitive Bid – Name and the Competitive Bid – Number. You can use the Simple Search feature (Search Competitive Bids) to return to the Competitive Bid profile screen at any time simply by entering the name, number, and/or owner in the search box.

To reject a Competitive Bid (initial approval):

1. Navigate to your Beeline Enterprise Home screen.
2. In the My To Do quadrant, click the number link located within the alert sentence, “You have # Competitive Bid Submitted for Initial Approval tasks awaiting action”. A dialog window with a list of bids ready for initial approval displays.
3. Click the Action drop-down arrow of the specific Competitive Bid you want to review.
4. Select the View Details option. The Competitive Bid – Initial Approval screen appears.
5. Click the Competitive Bid name link to access the Competitive Bid in tabbed format. The ribbon will open on the Welcome tab.
6. Click the Next button to advance to the General Info tab. Review the information entered.
7. Click Next to advance to the Contributors tab. Review the names and assigned roles.
8. Click Next to advance to the Action tab.

   Note that although you can see other tabs to the right of the Action tab; at this stage in the Competitive Bid process, you cannot click to open any of them. Access to these tabs is only made available after the initial approval is final.

9. Click Reject. The Competitive Bid – Initial Approval – Reject dialog box opens.
10. Enter comments in the Comments box. Comments are required as indicated by the asterisk (*).
11. Click Reject to confirm your intent. The Competitive Bid profile screen displays an updated status after the [Competitive Bid Number – Competitive Bid Name] information. The status will reflect the previous workflow step or indicate “draft” if it is the initial step.