- Go to Invite > Bidders.
- Click the Incumbency tab.
- In the Upload area, click Download the incumbency configuration file.
- Click Download file.
- Open the downloaded Excel file and configure the Incumbent column for each lot as required.
- Enter TRUE to set the bidder as the incumbent.
- Enter FALSE, or leave the cell empty, to set the bidder as not the incumbent.
- Save the Excel file.
- Upload the Excel file.
- Return to the Upload area on the Incumbency tab.
- Click choose a file.
- Navigate to the location of the Excel file, select the file, and then click Open.
Sourcing Optimizer validates the file during the upload process; the file will be rejected if there are validation issues. A summary of changes is displayed after the file is successfully uploaded.