How do I enable BOQ evaluation in the commercial envelope?

BOQ evaluation is a switch in the event’s Commercial criteria panel. Turn it on while the event is still a draft, then save.

Before you start

• Signed in with the Buyer (Test Buyer Corp) role, in the Sourcing module.
• The event is in Draft status (commercial criteria can only be changed before the event is sent for approval / published).

Steps

1. Open the draft event

   On the Sourcing dashboard, click the draft event’s name (here “ID-78813 - My New Tender (78813)”) to open it in the Event constructor.

   

   Step 1: Open the draft event — click “ID-78813 - My New Tender (78813)”.

2. Open the Commercial criteria

   On the Configure step, find the Commercial criteria card (“Add the list of requested goods or services”) and click FILL.

   

   Step 2: Open the Commercial criteria — click “FILL”.

3. Turn on BOQ evaluation

   In the Commercial criteria panel, under BOQ configuration, switch on “BOQ evaluation”.

   

   Step 3: Turn on BOQ evaluation.

4. Fill in the required fields

   If they are empty, fill in the required fields BOQ Score (under Scores) and Total estimated amount, and add your BOQ lines.

   

   Step 4: Fill in the required fields — click “0”.

5. Save

   Click SAVE at the top right of the panel. Reopen the panel with FILL at any time to check that BOQ evaluation is still on.

   

   Step 5: Save — click “SAVE”.

Good to know

• The same BOQ configuration block also has the Split quantity, Partial quotation, Alternative offers and Currency conversion switches.
• SAVE requires the panel’s mandatory fields, such as BOQ Score and Total estimated amount.
• The Main info block (event name, dates) doesn’t need to be filled to change the commercial criteria.