-
Open the Enter Invitation to Bid Requests screen.
Note the active company. If you want to change it, click
in the header and select the appropriate company. -
In the Estimate Job field, do one of the following:
Enter the code of the estimate job for the invitation to bid request.
Click
to select the estimate job for the invitation to bid request from a Lookup List.
- Select the Generate New Number checkbox to indicate that the system will automatically generate an invitation to bid request code.
- In the Name field, enter the name of the invitation to bid request.
- Complete the fields as described on the Enter Invitation to Bid Requests Screen Field Reference.
- Click Save Request.