Workflow · Bid award → PO drafting
Bid award to PO drafting is the workflow that starts when you click Award in Bid Leveling. A Procurement row is created and the PO Drafting form opens prefilled. You adjust and send it, the row moves to PO, and PO vs Quote runs in the background and surfaces any drift on the row.
What happens when I award a bid?
Click ✓ Award in Bid Leveling → Procurement row created in Bid stage → PO Drafting form auto-opens, prefilled → you adjust + send → row walks to PO → PO vs Quote auto-runs in the background → drift surfaces on the Procurement row.
Common detours
If the awarded vendor can't meet ROJ, the Substitution Recommender surfaces equivalents. If you reject the award, the row is deleted and Bid Leveling returns to the results view.
Email support.
Priority support on Business and Enterprise plans. support@trueleveler.com