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Incumbency tab

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In procurement and sourcing processes, the incumbent is the supplier who currently holds the contract for the goods or services being sourced. When you are running an event, you can specify which bidder is the incumbent for each lot. This information can be used later for analysis purposes.

You can configure lot incumbency for bidders on the Incumbency tab. You can configure incumbency online using Sourcing Optimizer, or offline using a downloaded template.

If the file you are downloading exceeds Excel row limitations — approximately 1,000,000 rows — it is automatically converted to a comma-separated values (CSV) file. If you open a CSV file that exceeds Excel limitations in Excel, the data beyond the limits will not display. Use a different program to open the file. In addition to Excel files, you can also upload CSV files.

Incumbency tab
Figure 1. Incumbency tab
  1. Bidders overview: This area lists the bidder organizations and the number of lots each organization is the incumbent for. Click edit to configure lot incumbency for a bidder organization.
  2. Search area: Use the Enter search term… field to search for bidders.
  3. Upload area: In this area you can download the Bidder Configuration Excel template. After you set the incumbents, return to this area to upload the file to Sourcing Optimizer. This file is updated with any bidder configurations made in Sourcing Optimizer. You can download the file at any time for an up-to-date status report listing the bidder configuration details.