04 · Workflows

Workflow · Bid award → PO drafting

01 · Workflows

The chain

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.

02 · Workflows

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.

★ · Still stuck?

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