ORACLE SOURCING On line Help Guide Release 11.5.

10 A collection of the on line help content

April 2006

Oracle Sourcing Help

Contents
1. Getting Started .......................................................................................................... 9 1.1 New to Sourcing? ............................................................................................... 9 1.1.1 What can I do with Oracle Sourcing? ...................................................... 9 1.1.2 What is required of me to participate? ................................................... 10 1.2 Getting Started with Oracle Sourcing............................................................ 12 1.2.1 Frequently Asked Questions: Oracle Sourcing ...................................... 12 1.2.1.1 What is Oracle Sourcing?....................................................................... 12 1.2.1.2 What are the differences between the available negotiation types?....... 15 1.2.1.3 What time saving functions are available to me when creating negotiations? .......................................................................................... 17 1.2.1.4 Who can utilize the spreadsheet functionality?...................................... 19 1.2.1.5 Are reusable invitation lists and reusable attribute lists shared across all three negotiation types?.......................................................... 19 1.2.1.6 What is attribute based negotiation and how can I use it? ..................... 19 1.2.1.7 I just saved a negotiation as a draft document. How do I continue working on it? ........................................................................................ 19 1.2.1.8 How do I stop others from editing a draft negotiation I am working on? .......................................................................................................... 19 1.2.1.9 What is the minimum information I need to enter before I can save a draft negotiation?................................................................................. 20 1.2.1.10 If I have saved a draft of a new Quoting/Bidding round, can I award business to quotes/bids from the previous round? ................................. 20 1.2.1.11 Why do some items in my negotiation have item numbers and others do not? ......................................................................................... 20 1.2.1.12 I know I can create RFQs and auctions in both Oracle Purchasing and Oracle Sourcing. What are the differences?.................................... 20 1.2.1.13 What happens if I cancel a negotiation having backing requisitions in Oracle Purchasing? ............................................................................ 21 1.2.1.14 What is Multi-Attribute Weighted Scoring and how does it work?....... 21 1.2.1.15 What does the Price to Total Score ratio mean? .................................... 22 1.2.1.16 What is the difference between Price-Only and Multi-Attribute Weighted Scoring RFQs/auctions? ........................................................ 22 1.2.1.17 Can I accept multiple currencies in my negotiation? ............................. 22 1.2.1.18 How do I invite non-registered supplier contacts to register with the system?................................................................................................... 22 1.2.1.19 How can I invite suppliers to participate in my negotiation?................. 24 1.2.1.20 What is the purpose of notifications? Who receives them and when?... 24 1.2.1.21 When does an invitee receive a reminder email notification? ............... 25 1.2.1.22 Do suppliers need to acknowledge their intent to participate before submitting responses? ............................................................................ 26 Page 2/209

Oracle Sourcing Help

1.2.1.23 Can I respond to a negotiation created by someone in my company? ... 26 1.2.1.24 What is the quickest way to respond to a negotiation that has many line items? .............................................................................................. 26 1.2.1.25 Can I invite additional suppliers to an RFQ or auction I've already created? .................................................................................................. 27 1.2.1.26 How many characters can be entered into the Item Description and the Note fields? ...................................................................................... 27 1.2.1.27 Can the system administrator require buyers to use a certain rank indicator?................................................................................................ 27 1.2.1.28 How can I check which purchase orders were created after completing my RFQ/auction? ................................................................ 27 1.2.2 Getting Started with RFQs ..................................................................... 28 1.2.3 Frequently Asked Questions: RFQs....................................................... 30 1.2.3.1 What are the Unlock Date and the Unseal Date?................................... 30 1.2.3.2 Can I submit multiple quotes per round? ............................................... 30 1.2.3.3 Can I cancel or retract my quote? .......................................................... 30 1.2.3.4 What are the Quote Currency and the RFQ Currency? ......................... 30 1.2.3.5 What is the most efficient way to create an RFQ with several line items? ..................................................................................................... 30 1.2.3.6 What is the most efficient way to quote on many line items in an RFQ? ...................................................................................................... 31 1.2.3.7 How can I view the quote values for all the price elements of an RFQ item? .............................................................................................. 31 1.2.3.8 What is the Promise Date, and why would I enter one? ........................ 31 1.2.3.9 Is an RFQ always blind or sealed and why? .......................................... 31 1.2.3.10 How can I invite a group of people from a supplier?............................. 31 1.2.3.11 Can I invite additional suppliers to subsequent rounds of an RFQ? ...... 31 1.2.3.12 In a sealed RFQ, can I see who is bidding? ........................................... 32 1.2.3.13 Why can't I see the graphical monitor in a sealed RFQ? ....................... 32 1.2.3.14 Can I close my RFQ earlier than the original close time? ..................... 32 1.2.3.15 How do I start another round of quoting in an RFQ? ............................ 32 1.2.3.16 Can I modify an initial RFQ for the next round? ................................... 33 1.2.4 Getting Started with Auctions................................................................ 33 1.2.5 Frequently Asked Questions: Auctions.................................................. 36 1.2.5.1 What are the different auction styles?.................................................... 36 1.2.5.2 What is the difference between Quote/Bid start price and target price? ...................................................................................................... 36 1.2.5.3 Why isn't there a target price for every item? ........................................ 36 1.2.5.4 What is the target price used for?........................................................... 36 1.2.5.5 Can someone in my company award an auction that I create? .............. 36 1.2.5.6 Can two people from the same company bid on the same auction? ...... 36 1.2.5.7 When two respondents from the same company place bids, can they view each other's bid details?................................................................. 37 1.2.5.8 If my RFQ/auction is open to all suppliers, why would I invite suppliers to participate?.......................................................................... 37 1.2.5.9 How do I initiate a new round of quoting or bidding?........................... 37 1.2.5.10 Why is the "Can bidders see other bidders notes and attachments?" bid control not available for blind auctions?.......................................... 40 1.2.5.11 Can a bidder retract a bid? ..................................................................... 41 Page 3/209

Oracle Sourcing Help

1.2.5.12 Why can't I always view scores and weights set up by the buyer? ........ 41 1.2.5.13 Why are display-only attributes not visible in the Bid Compare page? ...................................................................................................... 41 1.2.5.14 How can I extend an auction beyond the close date/time? .................... 41 1.2.5.15 How do two bids with the same score get ranked if the prices are the same?................................................................................................ 41 1.2.5.16 What is a Single Best Bid?..................................................................... 41 1.2.5.17 What is the difference between Proxy and Power Bidding?.................. 42 1.2.5.18 How does Proxy Bidding work in Multi-Attribute Weighted Scoring auctions? ................................................................................... 43 1.2.5.19 Can a bidder see the names of the other bidders? .................................. 43 2. Help for Sourcing Buyers ....................................................................................... 44 2.1 Creating Negotiations ...................................................................................... 44 2.1.1 Creating RFIs, RFQs, and Buyer's Auctions.......................................... 44 2.1.1.1 How do I create a new negotiation?....................................................... 44 2.1.1.2 How do I create a new Request for Information (RFI)? ........................ 44 2.1.1.3 How do I use Quick Links?.................................................................... 47 2.1.1.4 How does Oracle Sourcing use information in Oracle Purchasing when AutoCreating draft sourcing documents?..................................... 47 2.1.1.5 How do I edit a negotiation document Autocreated in Oracle Purchasing? ............................................................................................ 50 2.1.1.6 What information must I provide to create my negotiation header?...... 51 2.1.1.7 Can I accept responses in multiple currencies?...................................... 55 2.1.1.8 How do I restrict a supplier to a particular currency? ............................ 56 2.1.1.9 How do I add lines to a negotiation?...................................................... 57 2.1.1.10 How do I define services related lines?.................................................. 63 2.1.1.11 What are response controls?................................................................... 64 2.1.1.12 Can I ensure that an award recommendation gets approved before I generate its purchasing document? ........................................................ 68 2.1.1.13 How do I invite suppliers to participate in my negotiation? .................. 69 2.1.1.14 How do I create an amendment to a negotiation? .................................. 70 2.1.2 Templates, Spreadsheets and Lists......................................................... 71 2.1.2.1 How do I use negotiation templates? ..................................................... 71 2.1.2.2 What are line attributes and attribute lists, and how do I use them?...... 71 2.1.2.3 How do I create and edit negotiation templates? ................................... 72 2.1.2.4 How do I create and edit a reusable invitation list? ............................... 73 2.1.2.5 What happens to the item category when I create a negotiation by applying a template and using spreadsheet upload? .............................. 74 2.1.2.6 What happens to the attributes/price elements when I create a negotiation by applying a template and using spreadsheet upload? ...... 74 2.1.3 Item Attributes, Attribute Scoring, Price Elements, and Price Breaks..................................................................................................... 75 2.1.3.1 What are line attributes, and why would I add them to my negotiation lines? ................................................................................... 75 2.1.3.2 How do I add line attributes to my negotiation? .................................... 75 2.1.3.3 Can I base my award decision on line attributes other than just price? ..................................................................................................... 78 2.1.3.4 How do I define weighted attributes and scores for my negotiation lines? ...................................................................................................... 81 Page 4/209

.........12 How do I change my auction's AutoExtend settings while the auction is in progress?........4..............10 Can I invite additional suppliers to a negotiation I've already created? .....3..............................4.... 92 2..............14 How do I initiate a new round of responding?.....3.....1.....................6 How do I download the responses I have received? .................................................... 99 2.................1.....3 Are there any shortcuts available when creating a sourcing document? ........................... 107 2.... and how do I use them in my negotiation?............11 Who can participate as team members? .......9 How do buyers and suppliers communicate while a negotiation is in progress? ..... 88 2........3......................4 What are contract terms and conditions...................................... 103 2.......9 What are amount based line types..............................2 How do I monitor the negotiations I have created? ....... 116 2. 96 2.2............ 109 2..3.............3.13 What are global agreements..................................4.......... and how do I use them in my negotiation?................ 84 2.1 What are some negotiations strategies I can use? ......................3...........11 How do I extend a negotiation that is in progress? ..........................1..... 93 2..........2.......12 How do security levels work? .2...........................2 What is a sourcing event? ................ 114 2.................1..........4.........7 What are price breaks.....1...... 108 2....4........6 ............................................... 102 2......................................3......2 Using Oracle Services Procurement and Oracle Procurement Contracts................................................. 98 2..............4........3........ and how do I use them?.............3..........................5 How do I create a deliverable and use it in a negotiation document?.......... 106 2.........1.....13 What is shortlisting and how do I use it? .................................5 2...........1......4........... 105 2.................................... 102 2......... and how do I use them?.......................4.............. 86 2....5 How do I use the Graphic Monitor to compare competing quotes or bids for a particular negotiation line?......... 117 Page 5/209 2............10 How do collaboration teams work? ...........3................... 96 2.....................4..................... 112 2...Oracle Sourcing Help How do I use price elements? .............................3....3............................................4.....................................3............... 103 2............................. 104 2.............................1..........1 How do I create a deliverable and use it in a negotiation document?..1...........2.....3............1 How do I access negotiations? .............. 107 2..... 91 2. 97 2......... 84 What are Reusable Price Element Lists..........................3..............................................3..................1...................1........................8 What are price breaks..................................3 How do I respond on behalf of suppliers without Internet access?............................. 105 2.......................3 How do I define services related lines?...........2 What kind of services can I negotiate for?................1.. 114 2......1...................................4........................................... 106 2..........................4.... 98 2...........................3 Monitoring Negotiations.......... 110 2...........1................ 115 2................3..4 What are Your Negotiations at a Glance?.............6 How do I copy a sourcing document?.1............ 100 2................. 95 2............4 Additional Creation Topics ........1.......................4 Can I create and save sourcing documents without submitting them? ............7 What are contract terms and conditions.........8 How do I view the backing information for lines AutoCreated from Oracle Purchasing?....1................................................................4..................................................... and how are they used? .............. and how do I create and use them? ...... 100 2...................................7 How do I analyze the responses I have received?......................... 88 2............... and how do I use them?..

.... 124 2..........2...... 120 2........................................................................................ 145 4...............................................................4..................... Sourcing Buyer Intelligence Reports.......4..........................1..............3..1..........................12 How do I generate a purchase order document? .................................... 124 2.........3.5 Searching for lines and categories...................2 Savings by Category report................................ 133 2....1...........................4....4 How do I award business in an RFQ or auction?.....................4.1...................................2 Searching for all negotiations to which you have access:................ 141 2.6 Searching for addresses:.........15 .............3 Searching for draft negotiations .......................................... 143 4...............................1 What is the Awards by Supplier report? .....2 What are the Sourcing Intelligence reports I can generate?........5 Searching.....19 How do I view the approval history for my negotiation? ..2 What is the Savings by Category report?..................8 How do I allocate backing requisitions among awarded items? ....................................1 Introduction to Sourcing Intelligence............ RFQ....1 How do I search for information on Oracle Sourcing? .........5.........5............................................1 How do I run reports? .. My Profile ....3..3.......13 What is contract binding?..2. 129 2...... 144 4................................. 138 2...... 145 What is the Awarded Quotes report? ..18 How do I print information on my negotiation? ............................1.....2 Intelligence Reports ........ 128 2......................... 141 3.....10 What information is contained on the Award Summary page? .....................1................................3 What are the different methods I can use when performing awards? ......................... 139 2........................................................ 120 2...1 Searching for your negotiations in which you are participating: ............................1.1 Awards by Supplier report .........................1............4.......5........................11 Can I see information on my negotiations once I have completed awarding them? ............ 137 2...................2............................4 Awarded Quotes report ............4.............................5 How do I download the responses I have received? .....................................4.. 121 2....2 How do I unlock and unseal a sealed RFQ or auction? . 144 What is the Awarded Bids Detail report? ................................3 How do I export data to a spreadsheet? ....... 144 4.................1.......................... 143 4....4.........1..................................1. 147 4........................ 136 2..........................5.......3........5............................. 140 2...... 148 Page 6/209 2.............................3....................20 How do I manage deliverables I have assigned to a negotiation?............. 124 2.....................5....... 135 2................................ 143 4..1......4......................... 131 2...................................... 143 4......... 122 2........3 Awarded Bids Detail report ... 124 2.16 How do I cancel a negotiation?................2....................1 How do I view the responses I have received? ........................................... 127 2..4................... 147 4.4 Awarding Negotiations .............................. 145 4........... 123 2. 142 3.... 139 2..2............ 138 2...3.....4 Searching for suppliers:..Oracle Sourcing Help How do I close a negotiation before its scheduled close date and time?.. 130 2........ 137 2............................17 How do I create an amendment to a negotiation? ...................................................................................................1 What is Sourcing Intelligence? ..4........................................................5....1 How do I update my Sourcing personal options? .........................1.................................5..........4..........................4. 143 4.............. or auction? ...7 Searching for lists.... 147 4. 133 2.................. 137 2.........................................7 How do I use a spreadsheet to award negotiation items?............................................................................................. 142 4.......................6 How do I manually score header attributes? ...................1................1.2................... 120 2.....9 How do I disqualify responses I receive for an RFI.................................

..........................15 How do I respond to a negotiation that has gone to an additional round of responding?.............................17 How do I respond to an amendment to a sourcing document? ....................................2................. 164 5..........2........... 167 5........2......... 152 5..........1................... 177 5.................................... 153 5......................................1 How do I search for negotiations? ......2 Can international companies participate? .10 What is proxy bidding and how does it work?......8 How do I turn off proxy bidding? ..................2................. 179 6..............2....3 How do I respond to a negotiation? .................6 What information is contained on the Rejected Items page?..............3 What is the Awarded Bids Detail report? .................................1 How do I monitor negotiations to which I've responded? ................ 173 5......................................................3 How do I track the status of my responses?.........1 Responding to Negotiations..........................19 How do I respond to a service-related line?...................1...................................1 What are the benefits of registering and participating in this system? ..2 How do I use Quick Links?.... 150 5....................Oracle Sourcing Help 4.......................1..................................................3............................................................................... 168 5.................................2................................................1.....................1.................. 167 5..2 Monitoring Negotiations............................................2..1........................... 159 5.... Additional Information... 177 6........... 179 Page 7/209 .......1...... 166 5...1...... 164 5......................... 161 5........................................................ 161 5.2....... 162 5........... 163 5..........................................2............................................5 How do I respond to a Request for Information (RFI)?...............2.....................................................................1...3 What is a WinZip (or zip) file? ...................3 Searching..2 How do I use Quick Links?....................................... 165 5...........11 How do I respond to a deliverable defined to a negotiation?...... 148 4............................10 How do I respond to an amendment to a sourcing document? .. 167 5...............................18 How do I respond to a deliverable defined to a negotiation?.......1......................12 What is power bid?..........................................1.......16 Why would a negotiation have special terms and conditions? ........... 167 5....1....12 How do I respond to a service-related line?.........2........2....................... 172 5............................................... 152 5.................9 What is AutoRefresh? ...........................7 How do buyers and suppliers communicate while a negotiation is in progress? ............................................................................ 158 5.....1............................... 176 5........... 154 5.....7 How do I view the attachments associated with the negotiation to which I am responding? .........1...................... Help for Sourcing Suppliers.13 How do I download a spreadsheet and respond offline?..............8 How do I use item attributes and price elements when responding to a negotiation? ....1.................................4 What information is contained on the Disqualified Responses page? . 174 5.......................1................................5 What information is contained on the Awarded Items page? .....................1..............2..................9 How do I print information on my negotiation? ...........1.........................1 How do I access negotiations? ......1................11 How do I turn off proxy bidding? ......1.................................................. 150 5.......................1... 150 5..1 Additional Topics .4 What is the Awarded Quotes report? ........................... 149 5................................................1......... 170 5............................ 175 5........... 163 5.................................. 178 6......................... 159 5......................2............... 178 6. 169 5................ 170 5............6 How do I submit a response online? .4 How do I view the details of a negotiation before placing a response? .......... 158 5..... 151 5...............................14 How do I rebid on an RFQ or auction? ........... 178 6..........

... 197 7............................ 205 Non-Standard Clauses............... 206 Table Variables ..............................9.........................1 Accessibility of Code Examples in Documentation ..................... 203 7........................................................................................ 196 7. buttons........................ 205 7...1.................................................................8 Can suppliers communicate with each other while a negotiation is in process? ................... Appendix ..................... 205 7......2 Reusable Attribute Lists ............. 208 Page 8/209 ..............1. links.. 195 6............................................1..................................1......................... 180 6.....................................................................................................1.........9.......................2 About Variables ...........................................................................3 What are score settings and how do I use them with header attributes? ...............7 What are reusable price elements and how do I create them? .4 What is the Awarded Quotes report? ................5 Whom should I contact about technical difficulties?......... 198 7................................................................................... 198 7.1 What are the Sourcing Intelligence reports I can generate?......2 What is the Savings by Item report? ......................................................................................................9 About Contract Templates ... 196 7................... 207 Variable Identification ..........................3...........5 How do I use the Graphical Monitor to view responses to items in my negotiation?...................1 What are the Awards by Supplier report? ................ 206 7........................................................ 199 7.......... 180 6................................................................2 Glossary................................................... or task bar options? ........... 207 Deliverable Variables............................................................... 195 6.......................4 Why can't I access some pages.................. 180 6........................ 197 7....9.3 About Deliverables.........................9..............................2........Oracle Sourcing Help 6........ 207 User-Defined Variables.................................1 What are header attributes and how do I use them?................6 Why are some RFQs and auctions associated with a sourcing event? ........... 208 7....................................................3 What is the Awarded Bids Detail report? .........................................3............................. 200 7........................ 195 7...................................1...........................1 How do I create an attribute list? ............................................................. 203 7...........2 Accessibility of Links to External Web Sites in Documentation.............................................3 Documentation Accessibility .1............... 206 System-Defined Variables ..............................................1 About the Contract Terms Library... 202 7........................ 198 7....4 Product Integration and Licensing..... 207 Value Sets for Variables..................................3.......... 204 7............................... 205 Standard Clauses ................. 199 7.......................................... 195 6...........1 About Clauses ..........4 How do I enter business terms and conditions for my RFxs and auctions? .................6 What if I have problems uploading files? ................................1..................................................................... 196 7................................. 180 6......

You can enter many different personal options such as your language. request for quotations (RFQs). You can monitor your negotiations in real time and communicate with participants using online discussions. and password. Getting Started 1.1 What can I do with Oracle Sourcing? If you are a Sourcing Buyer. Page 9/209 . date format.1 “What are the Sourcing Intelligence reports I can generate”) for many transaction types. and Buyer's Auction. click the appropriate create link from the Quick Links section of the Negotiations Home page. If your system is integrated with Oracle Purchasing. Click the Intelligence tab on the Sourcing Home page.Oracle Sourcing Help 1. among others. To monitor the negotiations in which you are participating. If you are responsible for administering the Sourcing system. You can create a request for information (RFIs). see Getting Started for Buyers. RFQ.1 New to Sourcing? 1. Use the Search Negotiations fields at the top of the page to search for a particular negotiation To edit your personal information (See Section 3. you can also use requisition information contained in Oracle Purchasing to create draft RFQs and auctions which you can then complete and submit using Oracle Sourcing. click the Preferences link at the top of the page. check the Negotiations at a Glance section.1 “How do I update my Sourcing personal options”). see Getting Started for Suppliers. To create an RFI. If you are a Sourcing Supplier.1. This system also provides graphical summary and detail reports (See Appendix 7. To create templates and reusable lists to simplify negotiation creation. Getting Started for Buyers As a Sourcing Buyer you have access to a wide range functionality with Oracle Sourcing. buyer's auction (See Section 2.1 “Creating Negotiations”). see Getting Started for the Sourcing Super User. To manage draft negotiations on which you and others may be working. click the appropriate link(s) in the Quick Links section of the Negotiations Home page. click "Edit" under the Drafts Quick Links section.

however you may wish to do any of the following: Set up terms and conditions for negotiations If integrated with a procurement or purchasing system (for example Oracle Purchasing) register users for your existing suppliers Create attribute lists. You can enter many different personal options such as your language. click the negotiation number. check the Your Active and Draft Responses section. To respond to a negotiation. Many setup tasks were probably performed during implementation.Oracle Sourcing Help Getting Started for Suppliers Oracle Sourcing Suppliers can use the product functionality to quickly locate and respond to negotiations. you can start participating in negotiations. view the Open Invitations section of the Negotiations Home page. To respond to negotiations to which you have been specifically invited. Once you receive a registration invitation and have registered and been approved.1. among others. and their contacts are registered with Oracle Sourcing. and price element lists See the Oracle Sourcing Administration and Maintenance Guide for details on how to perform these tasks. invitation lists. Getting Started for the Sourcing Super User If you are the Oracle Sourcing Super User. you must ensure that your supplier companies are defined to your purchasing system. date format. price elements. Sourcing Buyers (along with the Sourcing Super User). To edit your personal information . You can also click "Edit" link in the Profile section of Quick Links update contact information such as your name and email address.2 What is required of me to participate? If you are a buyer. You must honor the contracts and commitments you make to other participants. 1. Use the Search Negotiations fields to search for a particular negotiation. can invite you to register with the system. You must meet the following hardware and software requirements: Page 10/209 . To monitor the negotiations in which you are participating. click the Preferences link at the top of the page. you are responsible for setting up and maintaining your company's system. and password.

and must support Secure Socket Layer (SSL) connections. or an Internet appliance. Your browser must have cookies enabled.netscape. the bookstore's Web site might use a cookie to store information about your favourite subjects. A cookie can help a Web site identify you.x on the platform of your choice.microsoft. and later use that information to recommend particular books. go to http://www.com/downloads/ and search for Internet Explorer 5. Based on RSA Data Security's publickey cryptography. if you shop for books online. The following are suggested minimum hardware specifications: 28K modem 8 MB RAM 266 MHz Pentium processor Software Requirements To view and use the system. SSL is used by most commerce servers on the World Wide Web. To download a free copy of Netscape Navigator. What are cookies? A cookie is a small amount of information that a Web site copies to your hard disk. but not 6. SSL is denoted by the letters HTTPS in the URL. What is Secure Socket Layer (SSL)? SSL is a high-level security protocol for protecting the confidentiality and security of data while it is being transmitted through the Internet. For instance.x) or Microsoft Internet Explorer (version 5. To download a free copy of Internet Explorer.5+.x). you need a standard Web browser. you need Internet access by a computer with a modem. SSL is an open protocol that has been submitted to several industry groups as the industry security standard. like Netscape Navigator (version 4. Page 11/209 . go to http://www.com/download/ and locate Netscape Navigator.Oracle Sourcing Help Hardware Requirements To connect to the system.

Oracle Sourcing Help 1. but on lead times. quantity.16 “Why would a negotiation have special terms and conditions?”) RFIs Oracle Sourcing allows buyers to qualify a wide group of suppliers and their products and services using RFIs.2.1 “How do I create an attribute list?”) Reusable Invitation Lists (See Section 2.1.2 Getting Started with Oracle Sourcing 1. The four different types of sourcing documents available .1. and buyer's auctions. requests for information (RFIs). and item-specific attributes. Buyers can use the information obtained to subsequently conduct an RFQ or buyer's auction.1.6 “How do I copy a sourcing document”) Multiple Currency support (See Section 2.1. “How do I create and edit negotiation templates?”) and Copy features (See Section 2. can bypass intermediaries and establish relationships that might not have been possible using more traditional methods of buying and selling.2. enabling them to efficiently obtain the best possible prices for goods and services.1.1.1 What is Oracle Sourcing? Oracle Sourcing offers flexible negotiation capabilities to buyers and sellers.7 “Can I accept responses in multiple currencies”) Multiple Language support Notes and Attachments (See Chapter 6.1.4.2. Prices are established based on actual supply and demand at the time the negotiation is transacted.2.requests for quotations (RFQs). Buyers and sellers. Common Functionality All sourcing document types have the following common functionality to simplify the negotiation creation process: Reusable Attribute Lists (See Appendix 7.4 “How do I create and edit a reusable invitation list”) Sourcing Template (See Section 2. who might never meet face-to-face. Page 12/209 .1 Frequently Asked Questions: Oracle Sourcing 1. Buyers use real-time interaction to obtain information on suppliers' products and services. and then use that information to create negotiations that drive prices based not only on price.2 “Glossary”) Terms and Conditions enforcement (See Section 5.3.2.

Suppliers are not allowed to see competitive quotes while the RFQ is in progress. These recommendations should only be used as guidelines. Typically an RFQ consists of multiple rounds with competition focused on which supplier(s) can meet the specific requirements in addition to price. Negotiations supports blind and sealed (See Chapter 6.Oracle Sourcing Help RFQs Negotiations supports the full RFQ business process. such as office furniture or memory chips. amend the supplier list and submit a modified RFQ for subsequent rounds of quoting. and sealed auction styles (See Chapter 6. Buyers usually review the received quotes. RFQs enable buyers to request quotes from suppliers for complex and hard-to-define items or services such as make-to-order manufacturing items or construction projects. Auctions last for a set period of time. Guidelines for choosing a negotiation type Use the following table to determine which type of negotiation best suits your business needs.2 “Glossary”). Page 13/209 .2 Glossary) RFQs. although the close time can be changed manually or extended automatically based on last minute bids. Your specific needs may dictate that you use a negotiation type that has not been specifically recommended for the scenarios listed below. typically a matter of a few hours. The process can last from days to weeks. Auctions enable buyers to solicit bids for goods and services that are clearly defined. blind. Auctions Auctions supports the complete auction process from auction creation to final award to purchase order generation. Auctions supports open. Auctions are typically focused on creating competition between sellers.

Oracle Sourcing Help Description of your goods or services Easily definable item with few Y attributes Commodity and commodity item Complex attributes item with nearmany - Buyer's Auction Y - RFQ High number of responses Y expected in a short time Other decision criteria - All participants in the negotiation should be able to view competitive responses Y but not the responder's identity (Open Style) Only the buyer should be able to see the responses Y (Closed Style) No one can view the responses until the buyer unlocks and Y unseals them (Sealed Style) Closing time modifiable should be using AutoExtend using Manual Extend/Close Early - Y Y using Manual Extend/Close Early using Graphical Monitor using Quotation Compare using Quotation History using Graphical Should be able to monitor and Monitor analyze responses online using Bid Compare using Bid History Page 14/209 .

Once suppliers have submitted an initial round of proposals (quotes).2. suppliers are immediately notified of the auction results via online notifications. RFQs can be blind (buyer can see the quotes during the RFQ.2 What are the differences between the available negotiation types? The four types of negotiations are Requests for Information (RFIs)'. as necessary. Buyers can tailor each auction to control who can see bids during the auction. This information generates competition and encourages suppliers to submit their best possible price. The supplier responds by answering the buyer's questions. such as office furniture and memory chips. and whether partial bids are allowed. the information contained in the RFI can be copied into an RFQ or buyer's auction. but suppliers cannot) or sealed (neither buyer nor suppliers can see the quotes until the RFQ is closed and the quotes are unsealed). RFIs typically do not make reference to item price or quantity. suppliers can view all bids submitted while the auction is open. RFIs can be (and typically are) taken to multiple rounds until the buyer has enough information to identify supplier(s) with which to deal. request for quotes (RFQs). At the conclusion of the RFI cycle. RFIs identify important item criteria on which the buyer needs information. RFIs are used more for gathering information on goods and service provided by a supplier than to lock in particular price information. whether multiple rounds of bidding are possible. such as made-to-order manufacturing or construction projects. and auctions. Many different items can be included in an auction.Oracle Sourcing Help 1. The RFQ process is generally the longest of the negotiation processes. If permitted by the buyer.1. Auctions Auctions enable buyers to solicit bids for goods and services that are clearly defined. Requests for quotes (RFQs) RFQs enable buyers to collect quotes from suppliers for complex and hardto-define items or services. the buyer has the power to fine-tune the RFQ and initiate detailed negotiations. See the table below to help you determine which type of negotiation to create. Buyers can discover new suppliers or buyers and get competitive pricing or improved service. The buyer uses supplier responses to identify the group of suppliers who should be included in the subsequent negotiation. This process may go through multiple rounds of negotiations and quotes. so suppliers can never see each other's quotes while the negotiation is in progress. Once the auction is completed. Page 15/209 . Therefore. Requests for Information (RFIs) RFI's are used to qualify suppliers and their goods and services for subsequent procurement activities.

and submit the RFQ for subsequent rounds of negotiating. or Sealed Bid Blind or Sealed Yes. Response Document Style(s) Response Open. usually lead to multiple rounds. This allows buyers to qualify a group of suppliers and identify the suppliers to be included later in the negotiation Auctions allow buyers to solicit bids for items and services that are clearly defined. Blind. Can Include Multiple Items? Yes Yes. Quote Auction Characteris tics RFIs allow buyers to solicit information from suppliers on the goods and services the suppliers provide. Multiple Rounds Supported? Yes RFQs. Open. for example. may amend the supplier list. Yes. by nature. if enabled.Oracle Sourcing Help Comparison of the negotiation types: Negotiation Type RFI RFQ RFQs allow buyers to collect quotes from suppliers for complex items and services. Page 16/209 . Buyers review the quotes. Suppliers submit a single quote per round. office furniture and memory chips. buyers can enable multiple rounds of bidding. or Sealed. The RFQ process is typically longer than an auction. Through bid controls. Blind. Auctions are usually short in duration and require a fast bidding process leading to a quick award. Yes.

4.4.7) 1.10) Bidding (See Power Bidding (See Section 5.8) 5.3.1.3 What time saving functions are available to me when creating negotiations? There are many ways you can streamline the creation of sourcing documents: Copying an existing document You can copy documents that you.11) Buyers can Manual Extend (See manually extend Section 2. item information.1.8) Section 5. submit Other Proxy Bidding (See Attribute Based Section 5.1.1.1. and invitation list are copied into a new document which you can edit if necessary. have previously created.8) RFIs use item attributes to solicit item information from suppliers. Decrement/Increment (See Section 2.1. Multiple If allowed by bidders may multiple bids. Page 17/209 .1.11/2.1.11) 2.11) Price Breaks (See Section Price Breaks (See Section 2.2) Information obtained during the RFI can be used to create a new negotiation document.15) Buyers can manually extend an RFI or close an RFI earlier than the scheduled close date.1.11) an RFQ or close an RFQ earlier Early Close (See Section than the 2.7) 2. The details of the document such as the controls.4.4. or any other users in your organization.8) Extend/Early Close (See AutoExtend (See Section Section 2.4.8) Price Elements (See Manual Section 5.10) Price Elements Attribute Based Bidding (See Section (See Section 5. Manual Extend/Early Close (See Sections 2.2.1.4.1.1. Multiple Quotes The RFQ business process allows suppliers to submit a single quote per round.Oracle Sourcing Help Attribute Based Bidding (See Section 5. Bids buyer.15) scheduled close Minimum Bid date.3. Convert to negotiation document (See Section 2.1. terms and conditions.1.

you simply open the template and add to or edit details of the template as necessary. you can create and manage public Reusable Attribute Lists. Using Reusable Attribute Lists Attribute lists can streamline the document creation process while providing standardization for negotiation items.Oracle Sourcing Help Using document templates If many of the negotiations you create contain the same features. Your template will contain the features that are similar among the negotiations you commonly create. you may want to create a template that you can use each time you create a sourcing document. This can help you standardize your business practice as well as speed up the negotiation creation process. An attribute list is a grouping of attributes that are commonly used together to describe a good or service. Page 18/209 . The public document templates will be available for every Sourcing buyer at your company. The public lists will be available for Sourcing buyers at your company. If you are assigned the Manage Invitation List job function. Using spreadsheets You can download and use spreadsheets to efficiently create and award RFQs and auctions having many line items. Invitation lists can be shared across the company. If you are assigned the Manage Attribute List job function. Creating RFQs/auctions using Autocreate If your company has licensed both Oracle Purchasing and Oracle Sourcing. in addition to your private ones. Using Reusable Invitation Lists You can create Reusable Invitation Lists containing names of suppliers who you frequently invite to your negotiations. This allows you to standardize business practices and save time. you can use the Autocreate feature of Oracle Purchasing to select and group requisitions to create draft RFQs or auctions. you can also create and manage public templates in addition to your private ones. Using draft RFQs/auctions You can create and save an auction intending to submit it later. When you create a document using a template. you can create attribute lists for use by all Sourcing buyers at your company. These draft documents also allow multiple collaborators to work on the same document. If you are assigned the Manage Sourcing Document Templates job function.

you can click "Continue editing your draft.8 How do I stop others from editing a draft negotiation I am working on? Every time you edit a draft negotiation the system automatically locks the document.1.Oracle Sourcing Help 1. ensuring that only one user can work on a draft at any time. From this page you can access and edit any of your draft negotiations. These attributes represent important aspects of the item for which the buyers need information from their suppliers. From this page. in essence "answering" the buyer's question.2.2. Depending on the setting chosen during the negotiation creation. Item attributes and their responses comprise the heart of the RFI process. these attributes can be either required.2. Buyers can efficiently create and award RFQs and auctions while suppliers can also use this functionality to assist in bidding in auctions or submitting quotes for RFQs. 1. 1. Suppliers reply to the item attribute. The document is released when Page 19/209 . you can click "Manage Draft Negotiations" to access the Manage Draft Negotiations page. you see the Confirmation page.7 I just saved a negotiation as a draft document. that allow bidders/suppliers not only to respond to the price. buyers define attributes for negotiation items.6 What is attribute based negotiation and how can I use it? Attribute based negotiations enable buyers to define multiple item-specific characteristics. The buyer then uses the suppliers' responses to qualify the group of suppliers and to determine the best set of suppliers with which to later conduct a negotiation. You are granted exclusive control until you release it.2. When creating an RFI.1.1.4 Who can utilize the spreadsheet functionality? Both buyers and suppliers can utilize the spreadsheet functionality to save time when creating or Quoting/Bidding on multi-line item negotiations. or display only.2.1. 1. quantity. optional. 1. and delivery.1. these lists are shared across all document types and can be accessed by the buyer as required. How do I continue working on it? You can continue working on a document saved as a draft by After clicking Save Draft." Alternatively.5 Are reusable invitation lists and reusable attribute lists shared across all three negotiation types? Yes. but also to other features salient to each item. called item attributes.

1. can I award business to quotes/bids from the previous round? Once you save a new round of Quoting/Bidding. Negotiations with Round Completed are not available for awarding.2. The draft creator selects the draft and clicks Unlock on the Manage Draft Negotiations page. the system automatically updates the status of the previous round to Round Completed. Each has its own benefits: Page 20/209 . It is removed from the system. The system automatically updates the status of the previous round to Closed. 1. However.1.Oracle Sourcing Help You save it.2. If you wish to create a draft for a new round.2. you can delete the draft for the new round from the Manage Draft Negotiations page. (Users with the appropriate function security. you are not required to enter any information.1.) 1.) Another user removes the lock. can unlock draft auctions/RFQ which were locked by other users. making it available for award.1.12 I know I can create RFQs and auctions in both Oracle Purchasing and Oracle Sourcing. What are the differences? You can create RFQs and auctions in both Oracle Purchasing and Oracle Sourcing. Negotiations lines entered directly in Oracle Sourcing can include item numbers and item revisions if the item information was retrieved from the Item Master. The information from the previous round is enough to save a draft. You delete it from the Manage Draft Negotiations page.2. (The original creator can always unlock a draft.11 Why do some items in my negotiation have item numbers and others do not? Item numbers and item revisions appear if the negotiation item is AutoCreated from a requisition line having an item from the item master. 1. such as the Sourcing Super User. You can save an negotiation as a draft as soon as you get to Step 2. You submit it (the draft becomes a valid negotiation in the system).9 What is the minimum information I need to enter before I can save a draft negotiation? Enter the information required for Step 1 of the creation process.10 If I have saved a draft of a new Quoting/Bidding round. 1.

Custom attributes having weights and scores are called weighted attributes and require a response. 1. It then ranks the scores for the same item from different respondents based on a Price to Total Score ratio. The higher the weight. Scores represent the desirability of that attribute value or range of values compared to other values. The goal of scoring is to motivate a respondent to respond with quotes/bids most closely matching the desired attribute values. Scores are numbers between zero and 100 and are assigned to each possible attribute value or range of values. 1. or need-by date.Oracle Sourcing Help RFQs/auctions in Oracle Sourcing Real time bidding. the requisitions become available again to AutoCreate in Oracle Purchasing.14 What is Multi-Attribute Weighted Scoring and how does it work? Multi-Attribute Weighted Scoring is the ability for a buyer to use customizable attributes to define a product or service in a quantifiable manner.1. The old Sourcing negotiation number remains on the requisition line until a buyer creates a new negotiation using the requisition. Page 21/209 . New buyers can then manage the requisitions as needed. As responses are received. monitoring analysis and RFQs/auctions in Oracle Purchasing Integrated with the item master RFQs can be created by copying from blanket agreements Online Quoting/Bidding possible Spreadsheet Quoting/Bidding possible Suppliers can quote using EDI Buyers and suppliers can negotiate on Buyers and suppliers can create price price elements. the system calculates a weighted score for each attribute response and a Total Score for the item. Weights and scores can be assigned to the custom attributes. This allows the buyer to define the relative importance of each attribute by assigning weights to these attributes and scores to expected values for each attribute. the more important the attribute to the item. The higher the score. Each weight assigned to an item attribute is a number between one and 100 that represents the importance of that attribute compared to other item attributes. quantity.1.2.13 What happens if I cancel a negotiation having backing requisitions in Oracle Purchasing? As soon as you cancel a negotiation with backing requisitions. breaks. the more desirable the attribute value or range of values.2.

quantity. In a Multi-Attribute Weighted Scoring negotiation. but it offers the lowest price per point of score.15 What does the Price to Total Score ratio mean? The Price to Total Score ratio is calculated only for Multi-Attribute Weighted Scoring RFQ/Auctions and is used to rank quotes/bids. A buyer can view bids plotted on a Price to Total Score graph to assist in analysis of quotes/bids. The lowest ratio among competing responses may not offer the lowest price. 1.1.2. the buyer can still award the negotiation to any supplier regardless of the Price to Total Score ratio values. however.Oracle Sourcing Help 1. delivery dates and attributes of an item. Though suppliers in a multi-currency negotiation can submit responses in several currencies. 1.1.1. When you create a new negotiation.18 How do I invite non-registered supplier contacts to register with the system? If a supplier company has already been defined to your system (using Oracle Purchasing) and you know of any non-registered contacts at the supplier company whom you wish to invite to current or future negotiations.1. The lowest ratio receives the highest rank. 1.2. it offers the best value for the money. However. To lower the ratio for an item included in a bid. The buyer can still award the item regardless of the ratio. you can allow bids or quotes in currencies other than the negotiation currency. reflected in the Price to Total Score ratio. you can invite these users Page 22/209 . the negotiation currency defaults to the functional currency defined for your operating unit. item attributes can be scored and weighted.16 What is the difference between Price-Only and Multi-Attribute Weighted Scoring RFQs/auctions? In a price-only negotiation. the system will automatically convert the responses to the negotiation currency. the bidder/supplier must lower the Quote/Bid price for the item and/or submit responses to the weighted attributes that increase the total score for the item. In both price-only and Multi-Attribute Weighted Scoring negotiation. they are allowed to respond in only one currency per response. The winning response is decided based on the buyer's definitions of the relative importance of item attributes. In other words. the system ranks the supplier only on the basis of price. It is the ratio of Quote/Bid price of an item to the sum of the weighted scores of all the Quote/Bid values submitted for that item.2.17 Can I accept multiple currencies in my negotiation? Yes. Whenever you view the responses you have received. suppliers can quote/bid on price.2.

you can directly invite a user to register with the system 1. you receive a notification requesting that you approve the registration. review the information supplied by the user. The user is sent a registration notification including the registration URL. 5. you must approve the registration. From the Portal page click Approve/Reject Supplier Users. 3. On the Invite a Supplier User page." 2. you must approve the registration.Oracle Sourcing Help to register with the system. click Approve. once the registration requests are approved. 2. Page 23/209 . Once you receive a notification the user has registered. Or if you know the necessary contact information. To invite a non-registered user when creating a negotiation: If the supplier company you wish to invite to your negotiation has at least one registered user. 4. If the information is correct. On the Supplier User Registration Summary page. 3. From the Portal page. select the user you would like to approve and click View Details. 1. On the Supplier User Registration Summary page. 6. 4. review the information supplied by the user. click Approve. a buyer with the appropriate authorization can add the company to your Supplier Master). Click Next and continue creating your sourcing document. On the Approve a Supplier User page. These users receive a notification to register and the URL of the registration site. 5. Once the user has completed the registration form. you can enter the email address of the non-registered user in the Additional Contact Email field. you can invite additional non-registered users while creating your negotiation document. Once they have registered. click Approve/Reject Supplier Users. Once you receive a notification that the user has registered. Either way. On the Approve a Supplier User page. enter the required information (if the supplier company information does not exist within the system. click "Invite a Supplier User. On the Invite Bidders/Invite Suppliers/Invite Respondents page. From the Portal page. you can register them yourself. If the information is correct. Click Invite. you can begin inviting the new user to your negotiations. To invite a user to register: If you have the Sourcing Super User authorization. you can approve their registrations to allow them to participate. select the user you would like to approve and click View Details.

20 What is the purpose of notifications? Who receives them and when? Notifications are used to communicate specific events to users. enter the required information.2.Oracle Sourcing Help To register a user yourself: Anyone with the Sourcing Super User authorization. 1. can directly register and approve users. acknowledge intent. and participate in the negotiation Preview or open Buyers date/time Preview or open All invited suppliers date/time Preview or open All invited date/time contacts additional To invite them to register.2. and participate To inform them about the newly updated close time To inform about the extended close date/time newly Early close of an All invitees and suppliers RFQ or auction Extend close date/time of an All invitees and suppliers RFQ or auction Page 24/209 . Invitations are automatically sent to each supplier. 1. a buyer with the appropriate authorization can add the company to your Supplier Master).1." 2. You receive a confirmation that the new user has been registered. 3.19 How can I invite suppliers to participate in my negotiation? You can invite suppliers to participate in your negotiation by selecting them from the Supplier Master or by applying predefined invitation lists. On the Register an External User page. Event Recipient Purpose To inform them that the negotiation is open for previewing or bidding To invite them to acknowledge intent.1. click "Register a Supplier User. 1. Click Register. Search for and select the supplier company name by using the flashlight icon (if the supplier company information does not exist within the system. From the Portal page. Select the applications to which the user will have access.

Negotiation Duration Reminder Email Sent Equal to or less than One hour after the Preview/Open Date 24 hours Page 25/209 .1.2. When the reminder gets sent depends on the duration of the negotiation. Cancel negotiation a All invitees and suppliers To notify them the negotiation is closed To notify the suppliers that the RFQ or auction has been awarded and how many lines have been accepted or rejected Award an RFQ or All suppliers auction Starting a new Suppliers who are invited To invite them to participate in an round in an RFQ for the new round additional round of negotiation or auction All suppliers from the Starting a new To notify them that they are not previous round who are round in an RFQ invited for the additional round of not invited in the new or auction negotiation round Invitee not acknowledging Supplier intent within the responded allowed time who hasn't To inform and encourage invitee to acknowledge intent to participate 1. or all a certain Quote/Bid has been quote suppliers in the sealed disqualified RFQ. they receive a reminder email notification once the negotiation has opened for either previewing or responding.Oracle Sourcing Help Disqualify a bid or Supplier whose response To inform the supplier the bid has quote has been disqualified been disqualified All bidders in the open and To inform all bidders/suppliers that Disqualify a bid or sealed auction.21 When does an invitee receive a reminder email notification? If companies do not acknowledge participation by a certain time. The negotiation duration is the length of time between either the preview date (if the buyer specified one) or the open date. and the close date.

2. then invitees do not receive any reminder. You cannot respond to any negotiation that your company owns. they do not receive reminders.22 Do suppliers need to acknowledge their intent to participate before submitting responses? Suppliers are encouraged to acknowledge their participation intention after they receive the invitation email. Such acknowledgments are intended to enhance communication between buyers and suppliers and inform buyers of the potential participation. If additional companies are added before the original reminder time. The new round of negotiation is now treated as a regular new negotiation and invited companies in the new round should acknowledge their intent to participate again. Bulk loading is also useful if you respond in similar negotiations that occur repeatedly. However. these new invitees receive reminders at the original time. you can respond to negotiations created by your company's affiliates.2. however. 1. If the buyer starts another round of negotiation before the reminder time. It is not mandatory to acknowledge your intent before submitting responses. Once you have completed this spreadsheet.23 Can I respond to a negotiation created by someone in my company? No. 1. they receive it at the original reminder time.1. If the negotiation is closed. 1. you can upload it to enter your responses into the system to. the reminder is not sent. you can download a spreadsheet which you can complete offline to specify your response information.2. then invitees do not receive a reminder. if they are added after the original reminder time.Oracle Sourcing Help More than 24 hours but less than one One day after the Preview/Open Date week Equal to or longer Three days after the Preview/Open Date than one week Notes: If the buyers manually advance the close date to before the original reminder time.1.24 What is the quickest way to respond to a negotiation that has many line items? If the negotiation you wish to respond to contains many line items. canceled or deleted before the reminder time.1. Page 26/209 . Otherwise.

the negotiation number. This displays all purchase orders for a particular negotiation. for example. access the negotiation whose associated purchase orders you wish to see by entering the negotiation number into the Search Negotiations fields. you can enter a maximum of 240 characters. and then click "Negotiations Configuration.26 How many characters can be entered into the Item Description and the Note fields? For an Item Description field. On the Award Summary page. Click the Administration tab.2.1.25 Can I invite additional suppliers to an RFQ or auction I've already created? Yes.2. 1. 1. You can also search Oracle Purchasing by entering the original requisition information." Select the indicator and specify whether users can override your selection.1.27 Can the system administrator require buyers to use a certain rank indicator? Yes.28 How can I check which purchase orders were created after completing my RFQ/auction? There are various ways to check which purchase orders were created.2. you can enter a maximum of 2000 characters. you can require a particular indicator be used for all negotiations. Any user assigned the appropriate job function can add suppliers to an RFQ or auction any time before the close date and time. click the response number link to view the information on that response including the corresponding purchase order created for that response. select Award Summary from the Action menu and click Go. You can check your Notifications for the Purchase Order Creation Notification.1.1. In Oracle Sourcing. You can search for the purchase orders in Oracle Purchasing by entering the negotiation data. On the Negotiations Summary page. which includes the purchase order numbers along with other information. 1.2.Oracle Sourcing Help 1. Page 27/209 . For a Note field. As the system administrator.

2.2 Getting Started with RFQs RFQs support the full business process to solicit quotes from suppliers. Buyers initiate RFQs that may include multiple line items by publishing the RFQ and inviting suppliers.5.1. 3.3.1 “How do I create a new negotiation”).1. Price elements (See Section 2.Oracle Sourcing Help 1. Suppliers cannot view competing quotes while the negotiation is in progress.3 “How do I create and edit negotiation templates”). RFQ Capabilities RFQ templates (See Section 2.2.4 “How do I award business in an RFQ or auction”). RFQ monitoring (See Section 2.Suppliers view the RFQ details and submit their quotes online.1.2. RFQs supports both blind and sealed RFQs.4 “How do I create and edit a reusable invitation list”). RFQs enable buyers to collect quotes from suppliers for complex and hard-to-define items or services.2 “How do I monitor the negotiations I have created”). RFQs typically consist of multiple rounds with competition focused on whether supplier(s) can meet the specific requirements.1 “How do I create an attribute list”). RFQ creation (See Section 2.Buyers can monitor real-time quote activity and take appropriate action.5 “How do I use price elements”). buyers can review quotes and award the RFQ or submit a modified RFQ for another round of quoting. Once the RFQ is completed. Reusable invitation lists (See Section 2. The RFQ process usually lasts days or weeks through multiple rounds of negotiations. Buyers analyze the quotes and either award the RFQs or modify the RFQs and open them for another round of quoting. 2.1. suppliers are immediately notified of the results via online notifications. Quote preparation and submission (See Section 5.4.1. Page 28/209 .1.2. The suppliers' responses to the RFQ allow the buyer to compare quotes and negotiate the best price and specifications for the good or service. RFQ is typically used for complex items or services such as made-to-order manufacturing items or construction projects. Reusable attribute lists (See Appendix 7. RFQ modification or awarding (See Section 2. Once suppliers have submitted an initial round of quotes. 4.3 “How do I respond to a negotiation”). Steps in the RFQ process include: 1.

7 “What are reusable price elements and how do I create them”).2 “How do I monitor the negotiations I have created”).5 “How do I use the Graphic Monitor to compare competing quotes or bids for a particular negotiation line”).4.16 “Why would a negotiation have special terms and conditions”) Quoting online (See Section 5.13 “How do I download a spreadsheet and respond offline”).Oracle Sourcing Help Price breaks (See Section 2.1. RFQ.4.9 “How do I disqualify responses I receive for an RFI.4.3.5.1.4. or auction”). Capture Total Cost (See Appendix 7.2 “Glossary”). Canceling RFQs (See Section 2.6 “Why are some RFQs and auctions associated with a sourcing event”).16 “How do I cancel a negotiation”)and Disqualifying quotes (2. and how do I use them”). Online or offline awarding capability (spreadsheet awarding).4. (5.4. Terms and Conditions enforcement (See Section 5. Page 29/209 .1. Integration with Oracle Purchasing (See Section 2.1.15 “How do I close a negotiation before its scheduled close date and time”). Sourcing Events (See Appendix 7. (See Section 2.4 “How do I award business in an RFQ or auction”). Graphic RFQ monitor (See Appendix 7.2 “Glossary”). Multiple RFQ styles: blind or sealed (See Section 6.8 “How do I use item attributes and price elements when responding to a negotiation”).5 “How do I use the Graphical Monitor to view responses to items in my negotiation”) Purchase order generation Attribute based quoting (See Section 5. Quote comparison (See Section 2. Manual extend (See Section 2.14 “How does Oracle Sourcing use information in Oracle Purchasing when AutoCreating draft sourcing documents”).14 “How do I initiate a new round of responding”).5. Multi-round quoting (See Section 2. Real-time status updates Notes and attachments (See Section 6.6 “How do I submit a response online”) and offline (spreadsheet quoting). Monitoring quote activity in real-time (See Section 2.7 “What are price breaks.1.1.11 “How do I extend a negotiation that is in progress”) and early close features (See Section 2.

ensuring the integrity of the submitted RFQ items. you can submit multiple quotes within the same round. 1.3. You can prepare your list of RFQ items offline and upload the completed spreadsheet.2 Can I submit multiple quotes per round? If allowed by the quote controls.3 Frequently Asked Questions: RFQs 1. but quote disqualification is at the discretion of the buyer.3. You can contact the buyer who created the RFQ and ask to have your quote disqualified.2. 1.4 What are the Quote Currency and the RFQ Currency? RFQ Currency The RFQ currency is the functional currency for the set of books of the organization under which the RFQ was created. 1.1 What are the Unlock Date and the Unseal Date? The Unlock Date is the date when the buyer unlocks the closed RFQ to view the received quotes.2.Oracle Sourcing Help 1. Quote Currencies Additional currencies in which quotes will be accepted.2. 1.2.3.3. Quotes are converted to the RFQ currency for quote review.2. you can upload items using a spreadsheet. but you must enter the weights and scores for an item's scored attributes online. This allows you to create your multi-line RFQ quickly.3. Suppliers can choose the Quote currency in which they will place their quotes. The system validates the data. The Unseal Date is the date when the buyer unseals the unlocked RFQ allowing the suppliers to view the quotes as well.5 What is the most efficient way to create an RFQ with several line items? You can use the spreadsheet functionality to create an RFQ with several items.2. It is the RFQ buyer's reference and review currency. Page 30/209 . An RFQ buyer can setup an RFQ to accept quotes in multiple currencies by selecting the RFQ currency and then identifying any Quote currencies in which quotes will be accepted.3 Can I cancel or retract my quote? No. In a Multi-Attribute Weighted Scoring RFQ.

When creating additional rounds for an RFQ.3.Oracle Sourcing Help 1. 1. Promise Date is an required field.2. This is one of the feature of RFQs and mirrors the general off-line behavior of this negotiation model. you can invite additional suppliers by using the same process employed during the initial RFQ creation.7 How can I view the quote values for all the price elements of an RFQ item? You can view the quote values for an item's price elements from the Negotiations Summary page. When Promise Date is an optional response. 1.3. spreadsheet items are validated to ensure the integrity of the submitted quote.2.9 Is an RFQ always blind or sealed and why? An RFQ is always either blind or sealed. Downloading the RFQ contents allows suppliers to quickly respond.3. completing multiple item attributes. Suppliers complete the quoting process by uploading the spread sheet back to the system.2. 1. Once the supplier has provided you the email address. and why would I enter one? In an RFQ whose outcome is a standard purchase order. 1. You can invite suppliers by selecting them from the supplier master list.3. you can enter the address in the Additional Contact Email field during negotiation creation. Page 31/209 . An automatic invitation will be sent to each invited supplier. 1.11 Can I invite additional suppliers to subsequent rounds of an RFQ? Yes.2.2. you can enter a Promise Date to differentiate your response from other competing responses.2. See How do I invite suppliers to my RFQ or auction? for details on identifying contacts.3. the Promise Date is optional.10 How can I invite a group of people from a supplier? Ask the supplier (or a supplier contact) to create a group email list that includes all the individuals who should receive the negotiation notifications.6 What is the most efficient way to quote on many line items in an RFQ? If an RFQ consists of many line items. the Promise Date is required only if the RFQ uses multi-attribute weighted scoring and Promise Date is one of the scored attributes. the most efficient way for a supplier to quote is to use a spreadsheet to download the contents of the RFQ and prepare the quotes offline.8 What is the Promise Date. In an RFQ whose outcome is a blanket purchase agreement. During the upload.3. In all other cases.

you can start another round of quoting.3. 1. you can modify the following: Title Style Ranking method Rank indicator Preview Date/Time Open Date/Time Close Date/Time Award Date/Time Collaboration team information Item information Invitation List Notes and attachments Page 32/209 . 1.3.14 Can I close my RFQ earlier than the original close time? If you select the Early Close option when specifying quote controls. select Close Early from the Action menu to close the RFQ.2.12 In a sealed RFQ. Once the buyer has unlocked and unsealed the quotes. On the Negotiations Summary page. 2. On the Start New Round page. none of the details are available for viewing by any suppliers.2.2. Use the negotiation number in the Search Negotiations fields on the Negotiations Home page to access the negotiation. 1.3. you can use the Graphical Monitor to view quotes.3. can I see who is bidding? In a sealed RFQ. you cannot see either the name of the respondent or the details of the bid until you unlock the RFQ. 1.2.Oracle Sourcing Help 1. you can see how many quotes are being placed.15 How do I start another round of quoting in an RFQ? Once an RFQ has been closed. 3. however.13 Why can't I see the graphical monitor in a sealed RFQ? While an RFQ is sealed. you can manually close your RFQ earlier than the original close date/time. Select Start New Round from the Action Menu.

Oracle Sourcing Help 1.2.1. although the close time can be extended manually or automatically based on last minute bids. Auctions enable buyers to solicit bids for goods and services that are clearly defined. Responding to the auction (See Section 5. Prices are established based on actual supply and demand at the time the auction is transacted. Auctions are typically focused on creating competition between bidders. quantity and item-specific attributes. such as office furniture or memory chips.1. Auctions allow real-time interaction to drive dynamic prices based on information that extends beyond price to include lead times. 2.16 Can I modify an initial RFQ for the next round? You can modify the following information for each round of an RFQ: Preview date/time Open date/time Close date/time Award date/time Need by date List of invited suppliers Attachments 1.4 Getting Started with Auctions Getting Started with Auctions Auctions offer complete.3. Negotiations allows buyers to establish either public or private auctions to meet the specific needs of buyers. the bidding process moves quickly which results in increased competition. typically a matter of a few days.3 “How do I respond to a negotiation”).1. the business terms and conditions and intended bidders. Creating the auction (See Section 2. Because most auctions are open for short periods of time. flexible auction capabilities to buyers so they can efficiently obtain the best possible price for goods and services.2. Auctions last for a set period of time. Steps in the auction process include: 1.The buyer defines the auction and includes all the auction item information.1 “How do I create a new negotiation”). Bidders participate in the auction by viewing the Page 33/209 .

1. Minimum Bid Decrement/Increment (See Section 2.2.10 “What is proxy bidding and how does it work”). bid attribute value(s).4. Autoextend feature (See Section 2.11 “What are response controls”).Oracle Sourcing Help auction items and submitting bids online. Monitoring the bid responses (See Section 2.3. bid quantity.5. 3.11 “What are response controls”). Attribute based bidding (See Section 5.4 “How do I create and edit a reusable invitation list”). Reusable invitation lists (See Section 2. If permitted by the auction rules.7 “What are price breaks. Sourcing Events (See Appendix 7.1.1.1.7 “What are reusable price elements and how do I create them”).1 “How do I create an attribute list”).1.1. Page 34/209 .5 “How do I use price elements”). Price breaks (See Section 2. Capture Total Cost (See Appendix 7. Evaluating and awarding bids (See Section 2.15 “How do I close a negotiation before its scheduled close date and time”). Power bidding (See Section 5.3 “How do I create and edit negotiation templates”).4 “How do I award business in an RFQ or auction”). Once the auction is completed.12 “What is power bid”). Reusable attribute lists (See Appendix 7.4. Manual extend (See Section 2. bidders can view competitive bids during the auction.3. The buyer analyzes the bids and awards the auction based on the price. Auction features include: Auction templates (See Section 2. Proxy bidding (See Section 5.2 “How do I monitor the negotiations I have created”).1.1. Price elements (See Section 2.1. and how do I use them”).4.6 “Why are some RFQs and auctions associated with a sourcing event”).2.1. bidders are immediately notified of the auction results via online notifications.2 “Glossary”).2.11 “How do I extend a negotiation that is in progress”) and early close features (See Section 2.1. Multiple Auction styles: open. blind or sealed (See Section 6. 4.The buyer and all other participants can monitor the real-time activity during the auction and take action as necessary.8 “How do I use item attributes and price elements when responding to a negotiation”).

Page 35/209 .9 “How do I disqualify responses I receive for an RFI. Monitoring bid activity (See Section 2.5 “How do I use the Graphic Monitor to compare competing quotes or bids for a particular negotiation line”).1. (See Section 2.4 “How does Oracle Sourcing use information in Oracle Purchasing when AutoCreating draft sourcing documents”).4.13 “How do I download a spreadsheet and respond offline”).16 “How do I cancel a negotiation”) and Disqualifying bid (2.4.4. (5. RFQ.5. Bid comparison (See Section 2.5 “How do I use the Graphical Monitor to view responses to items in my negotiation”) Notes and attachments (See Section 6.2 “Glossary”).1. or auction”).1.6 “How do I submit a response online”) and offline (spreadsheet bidding).2 “How do I monitor the negotiations I have created”). Purchase order generation Real-time status updates Bidding online (See Section 5.5.4 “How do I award business in an RFQ or auction”). Online or offline awarding capability (spreadsheet awarding). Integration with Oracle Purchasing (See Section 2. Graphic Auction Monitor (See Appendix 7.Oracle Sourcing Help Canceling auctions (See Section 2.1.

The target price is the price you hope to pay for one unit of an item. buttons.2.5. Page 36/209 . All registered users in a company can bid on the same auction.6 Can two people from the same company bid on the same auction? Yes. They have the appropriate function security (See Section 6.1. you can optionally set a bid start price (quote start price for an RFQ) and target price for every item in the RFQ or auction. provided that: 1. Note: Two people from the same cannot quote in the same RFQ.2. The buyer can also choose to display the target price to the bidders for reference. You can elect to display the target price to participants.2. The start price is the maximum price in a RFQ or auction at which bidding (or quoting) for one unit of the the item will start. but only the buyer can see the identity of the bidder. someone else at your company can award an auction created by you. Blind: Only the buyer can see the bid content Sealed: Neither the buyer nor the suppliers can see the bid content until the auction closes. 1. and 3.2. 1. The buyer can see the bids once the auction is unlocked. 1. Buyers are not required to designate a target price for every item.2 What is the difference between Quote/Bid start price and target price? When creating a new RFQ or auction.5.1 What are the different auction styles? The buyer can choose from three types of auctions: Open: everyone can see the bid content. The bid controls for this auction allow multiple bids per round . or task bar options”). Everyone can see the bid content once the auction is unsealed.5 Can someone in my company award an auction that I create? If granted the appropriate authorization.2. links. 1.5 Frequently Asked Questions: Auctions 1.4 What is the target price used for? The target price is mainly used for internal performance analysis for the buyer. 1.5. The auction to which they are responding is not owned by their company 2.5.2.Oracle Sourcing Help 1.5.4 “Why can't I access some pages.3 Why isn't there a target price for every item? Target price is an optional value.2.5.

you might want to send invitations to increase specific suppliers' awareness of your RFQ/auction and encourage participation. or auction has closed.5.5. and your RFQ/auction appears in that supplier's "Open Invitations" list of invitations. none of the previous responses submitted are available for awarding.Oracle Sourcing Help 1.2.2.1. After you initiate a new round of responding. can they view each other's bid details? Depending on the auction style. that supplier receives an e-mail notification about your RFQ/auction.1. However.9 How do I initiate a new round of quoting or bidding? After your RFI.7 When two respondents from the same company place bids.5. When you invite a supplier (See Section 2. RFQ. why would I invite suppliers to participate? For a public RFQ/auction. the bidders will be able to see different information as shown below: Auction Style Other Bidder's Viewable Information Company Name Time of bid Bid details Any Notes and Attachments (if notes and attachments are viewable for auction) Company Name Time of bid Company Name Time of bid Open Blind Sealed/Locked Company Name Sealed/Unlocked Time of bid or Bid details Sealed/Unsealed Any Notes and Attachments (if notes and attachments are viewable for auction) 1. Page 37/209 . you are not required to send invitations to any suppliers. 1. you can initiate a new round of responding if you set the controls to allow multiple rounds of responses (RFQs always permit multiple rounds of quoting).13 “How do I invite suppliers to participate in my negotiation”) to participate.2.8 If my RFQ/auction is open to all suppliers.

and you originally chose to Base Exchange rates on a set of company exchange rates for a particular date. On the Negotiations Home page. Possible Collaboration Team Changes You can change the makeup of the collaboration team working on this negotiation. Possible Description Modifications *Title/Style You can give your negotiation a new name and change the negotiation style. You must either wait until the negotiation reaches its close date and time. From the Results: Negotiations display. 3. On the Create New Round: Header page. Carrier. After the RFI. . You can update members' approval status. Security Level You can change the level of security on the negotiation . You can add new members and/or delete existing members. click the Number link for the negotiation you wish to see. You can also enter search values in the Search Negotiations fields to search for a negotiation. Notes and Attachments Page 38/209 . Ship-To. and task assignments. 2. RFQ. and Freight Terms. If the negotiation you're looking for is not displayed under Your Negotiations at a Glance. or auction has closed. Possible Negotiation Currency Changes If this is a multi-currency negotiation.Oracle Sourcing Help To initiate a new round of responding: You can only initiate a new round of responding after the current round has closed. Possible Terms Changes You can change the Bill-To. you can change the date to reflect more current rates. select a negotiation by clicking its Number link under the Your Negotiations at a Glance section. view only status. click the Full List button to see a display of all your published negotiations. you can initiate a new round of responding from the negotiations summary page: 1. Payment Terms. or you must manually close it early. update your negotiation's header details as appropriate (*indicates a field that must be entered prior to the new responding round). FOB.Select Start New Round from the Actions menu and click Go.

or add new lines (note that suppliers will have to enter responses to any new or updated lines). You can delete old lines. The system can then include that information when calculating the quote/bid value. When you are finished making line changes. the scoring and weighting information from the last round is carried over to the new round. Page 39/209 .Oracle Sourcing Help You can change any leader level existing notes and/or attachments 4. or you can also identify other important attributes for your negotiation items and define weighting values to indicate their relative importance. Click Lines to modify information about your negotiation lines on the Lines: Create Line page. Note. click Apply to return to the Create New Round page. If you used Multi-Attribute Weighted Scoring in previous rounds. You can make the following line changes: Response Ranking You can choose to have the response evaluation based solely on price. you may need to define new scoring and weighting values for that line's attributes. Rank Indicator You can change the type of display used to show response rankings. Beginning with subsequent rounds. If you are implementing Multi-Attribute Weighted Scoring for this round of negotiation. You can also use the spreadsheet upload functionality to update negotiation lines. But if you add any new lines to the new round. modify attributes of existing lines. If you defined price breaks for the previous round of this negotiation. you cannot add amount-based lines. you will need to define scoring and weighting information for the appropriate attributes. you can modify the price break definitions. however. For example. you might wish to start the actual ranking process. Line Changes You can modify the lines included in the negotiation. you might have turned the ranking off during your previous round because you only wanted to gather information about potential trading partners but did not wish to rank them yet. that if this is a multi-currency negotiation. however.

5. o Possible Date Modifications *Open Date Date and time you want the new round of responding to begin. click Submit for Approval. If there are no approvers defined for this document. they are automatically added to the invitation list for the new round. Click Controls to modify negotiation control information. You can remove any supplier from the invitation list for the new round. RFQs or auctions opening in the future. You can also choose to open the negotiation for preview immediately. 6. Note that you have to specify a new closing date. You can also add new suppliers.2. Review your updated negotiation information. click Publish. You can also choose to open the negotiation immediately.10 Why is the "Can bidders see other bidders notes and attachments?" bid control not available for blind auctions? Blind auctions by definition do not allow bidders to view other suppliers' bids. If there are approvers defined for this document. or auction closes. Award Date (RFQs and auctions only) You can choose to enter a new award date/time if this differs from the timing in the previous round of negotiation. Click Review. any uninvited suppliers who responded in the previous round are also automatically added to the invitation list for the new round. Preview Date For RFIs. RFQ. 1. *Close Date The new date and time the RFI. Additionally. o Possible Invitation List Changes If you invited suppliers in the previous round.Oracle Sourcing Help 5. you can enter the date and time (prior to the open date and time) the negotiation is available for previewing by all eligible participants. o Response Controls Modify other Response Controls as necessary. Page 40/209 . 7. Click Suppliers to modify your invitation list.

however. 1. 1.2. Bidder B receives the higher rank because the proxy bid was created by the system after Bidder B's bid.2. AutoExtend extends the duration automatically if new bids are received in the closing minutes of the auction. The response is at the company level.15 How do two bids with the same score get ranked if the prices are the same? The earliest bid gets a higher rank. For example.2. once one user at a company responds.5.5. is up to the discretion of the buyer.13 Why are display-only attributes not visible in the Bid Compare page? Display only attributes are used to convey information to bidders. the bidder can contact the buyer and ask to have the bid disqualified.5. Manual Extend allows you to manually extend your auction close date/time before the auction closes. Bidders cannot respond to display only attributes so there is no value for comparison.16 What is a Single Best Bid? A Single Best Bid is a response to an auction that allows only one bid per company. You can also specify if the autoextend is for the entire auction or particular line items. When the bid control "No . if Bidder B bids triggering a proxy bid for Bidder A and the resulting bid results in the same Price to Total Score ration.5. 1.A bidder must submit a single. no other user at the same company can bid. Bid disqualification.2. the bidder can only view the resulting Price to Total Score for a bid.Oracle Sourcing Help 1.5. 1.14 How can I extend an auction beyond the close date/time? You have two ways of closing an auction before its originally specified time by selecting either the Manual Extend and/or AutoExtend bid controls when creating the auction. best bid" is selected for a multi-round auction. that is.5. You can specify whether the auction is extended from the original close time or from the time when the winning bid has been received.12 Why can't I always view scores and weights set up by the buyer? The buyer can optionally hide scores and weights from the bidder. a company can place one bid in each round when being invited to that round Page 41/209 . 1.11 Can a bidder retract a bid? If a bidder has submitted. You can also define the total number of auto extensions and the extension period. When the buyer hides scores/weights.2.2.

The system Speeds up the bidding process rebids until proxy is by simultaneously updating the canceled or minimum bid prices for all bid items. as well as the limit price. Comment Proxy Bid Power Bid Feature Use Repeated automatic bidding. Proxy bidding is not available for any auction item that has price elements. value is reached No Percentage Automatically updated Yes Unit of update Currency value Multiple times until Number of updates per canceled or the minimum Once setup price is reached Affect of price elements Not available for items Not available in auctions with price elements containing price elements Page 42/209 .17 What is the difference between Proxy and Power Bidding? Proxy Bid You can define price parameters that allow the system to automatically rebid on your behalf. When you use Power Bid. Once the limit price is reached. you cannot update attribute responses to better your score although proxy bid will rebid to better a price. the bidding automatically stops. you cannot change any bid information (including responses to item attributes) until the Proxy Bid Minimum is reached unless you cancel the proxy. for each item. Therefore if you are bidding in a Multi-Attribute Weighted Scoring auction. This is a very useful feature when your goal is to win all auction items. You can setup the Proxy Bid Decrement for an auction.2.Oracle Sourcing Help 1. This allows you to streamline the rebidding process when you have bid on several items in the same auction. you can revise bids for all items on which you have previously bid by a specified percentage. or Proxy Bid Minimum. you can set new Proxy bid parameters or bid manually. and the bids must be submitted quickly. Power Bid When rebidding. or near the end of an auction period when there may be a time constraint. When the bid reaches the Proxy Bid Minimum. Once you have placed a proxy bid. all of the bids in an auction will be decreased by the percentage specified. Power bid is not available for any auction items having price elements.5.

00.00 and a proxy minimum of USD 75. Now Supplier B's bid (92/100) is better than Supplier A's bid (84/90).19 Can a bidder see the names of the other bidders? Bidders cannot see other bidders' identities.2. Supplier A's proxy is triggered to place a new bid of USD 84. not just the bid price. since proxy bids are generated based only on the price of the competing bid. To avoid these situations.00 with a score of 100 for the same item. but since Supplier B's bid price is still higher than Supplier A's bid price.00. you may need to closely monitor Multi-Attribute Weighted Scoring auctions which also use proxy bidding. For example.5. Since Supplier B's bid price is less than Supplier A's bid price. a proxy bid decrement of USD10. a bid can be beaten based on the Price to Total Score ratio without triggering a new proxy bid.Oracle Sourcing Help 1. Page 43/209 .00 with a score of 90 for the item. Supplier B then places another bid of USD 92. This bid (94/100) is better than Supplier A's bid (95/90). 1.00. Supplier B's bid is the winning bid even though the bid price is higher. You may need to cancel the proxy bidding process to redefine attribute information to improve your price to total score ration.5. And since Supplier A's proxy minimum (75. he cannot modify any attribute responses to try to improve his score. Therefore. Supplier A places a bid of USD 95.2. Supplier identities are never revealed to other bidders. Supplier A's proxy will only be triggered again if there is a bid with a price lower then USD 84. Supplier B then bids USD 94.00.18 How does Proxy Bidding work in Multi-Attribute Weighted Scoring auctions? You can define Proxy Bid parameters with Multi-Attribute Weighted Scoring auctions similar to price-only auctions. Supplier A's proxy is not triggered. This bid (84/90) is now the winning bid.00) has not yet been reached. However.

o If you have previously created an RFI. You can create a negotiation and save it as a draft before submitting it. At the conclusion of the RFI cycle.1.1. RFQs. you can save time by copying an existing RFI/RFQ/Auction. RFQs.1.1. RFIs are used more for gathering information on goods and service provided by a supplier than to lock in particular price information.2 How do I create a new Request for Information (RFI)? RFI's are used to qualify suppliers and their goods and services for subsequent procurement activities.13 “How do I invite suppliers to participate in my negotiation”). Define Your Response Controls (See Section 2. one unique feature of an RFI is that buyers can choose to define negotiation line items without price and quantity and specify lists of criteria to which suppliers must respond.7 “What are contract terms and conditions.1. Enter Negotiation Lines (See Section 2.1.9 “How do I add lines to a negotiation”). and buyer's auctions).11 “What are response controls”) Enter Your Terms and Conditions (If Oracle Procurement Contracts is bought and licensed) (See Section 2. RFIs can be taken to multiple rounds until the buyer has enough information to identify supplier(s) with which to deal. Page 44/209 . Help for Sourcing Buyers 2. There are four main steps to creating a new negotiation: o o o o Create Your Negotiation Header (See section 2.1 Creating Negotiations 2. This allows you to return to the creation process at a later time or have multiple people working on the same negotiation.1.1.1.1.1. You can also create new negotiations quickly by applying a negotiation template.1.Oracle Sourcing Help 2.6 “What information must I provide to create my negotiation header”). and how do I use them in my negotiation”) Invite Your Suppliers (See Section 2. 2. RFQ. the information contained in the RFI can be copied into an RFQ or buyer's auction.1. and Buyer's Auctions 2. or auction.1 Creating RFIs.1 How do I create a new negotiation? Use the instructions on this page to create Sourcing negotiations (RFIs.4. Therefore.1.

be aware of the following size limits: Attribute name: 240 characters Target value: 4000 characters Response: 4000 characters Taking an RFI to a subsequent round of responding. To take an RFI to a new round. Note that at this point. you must first close it. On the negotiation summary page. A couple of the product criteria you might be interested in are: the level of product support a supplier can provide. only identifying the most appropriate suppliers. the specific platforms the product can run on. For example. Since you use the attribute fields to specify detailed item information you are interested in. assume you're intending to acquire a purchasing application for use within your buying organization. When you are defining your negotiation line (purchasing application software). Describe the RFI. Suppliers would then have to repsond to these line attributes by describing the level of support they can offer and identifying on which platforms their product runs. you are not concerned yet with negotiating the price. you use the same process to create an RFI that you use to create a buyer's auction or RFQ. you could add two required line attributes called Support and Platforms. you may wish to perform several rounds responding before you feel you have gathered enough information to complete the RFI. If you defined the response control to allow multiple rounds of responding. 2. Once closed. select Start New Round from the Actions menu. you can return to the negotiation summary page. Add line information to the RFI Specify response controls. Invite suppliers (possibly optional) Specifying Criteria for Negotiation You use line attributes to identify the criteria on which you wish to obtain information from the suppliers who respond to your RFI.Oracle Sourcing Help Creating an RFI In general. 1. Page 45/209 .

RFI Item information . When you have completed entering any new RFI information. To convert the RFI into an RFQ/Auction: 1. RFI Timing information . preview or close dates Collaboration team members. You can modify these values if you choose. On the Start New Round page. you can modify many of the attributes of the RFI: o o RFI Description information . On the Review and Submit page. click Publish (if the document has approvers defined to the collaboration team. 6.you can invite new suppliers to participate or delete previous invitees. and the RFI number/RFI line appear at the line level. Return to the negotiation summary page. Page 46/209 . All line and supplier information are copied into the new draft RFQ/auction: the RFI number appears at the negotiation header level. Close the RFI 2. 4.you can change the RFI Title and/or style. check the information. o o o 4.Oracle Sourcing Help 3. click Continue. select Copy to RFQ or Copy to auction and click Go. and if correct. click Submit for Approval). 5.you can change the open. There is no limit to the number of negotiations you can create from a single RFI. Invitee Information .you can edit or delete existing items. you can close the RFI and use the information you've gathered to create an RFQ or auction document. From the Actions menu. 3. The confirmation page displays information on the new RFI version. You are returned to Create Header RFQ/Auction page in the creation process. Converting an RFI to an RFQ/Auction Once you have identified the suppliers with whom you wish to negotiate. and add new items. You can continue through the creation process and publish the document for negotiation.

The AutoCreated document is assigned a document number.4 How does Oracle Sourcing use information in Oracle Purchasing when AutoCreating draft sourcing documents? If your Oracle Sourcing system is integrated with Oracle Purchasing. Once you have identified the requisitions in which you are interested. one-step access to your most commonly performed Oracle Sourcing tasks. AutoCreate uses the requisition information to create a Buyer's Auction or Sourcing RFQ. The table below shows some of the operations available Sourcing Buyers and Sourcing Suppliers by using Quick Links. The links are organized by task and negotiation type so you can find the link for the task you wish to perform. Simply clicking the link takes you to the page where you initiate the operation.1. Buyer Operations Creating negotiations Creating templates and reusable lists Managing draft negotiations Creating and managing sourcing events Updating profile information Supplier Operations Responding to negotiations Monitoring active responses Managing draft responses Viewing award decisions Updating profile information 2.Oracle Sourcing Help 2. Requisition information in Oracle Purchasing can come from any of several locations such as: Oracle iProcurement Oracle Purchasing Using AutoCreate AutoCreate allows you to select requisitions stored in Oracle Purchasing to create a Buyer's Auction or Sourcing RFQ. When using AutoCreate. you can use requisition information in Oracle Purchasing to create a draft sourcing document that you can then access and edit. You can use this number to access the document in Oracle Sourcing and to Page 47/209 .3 How do I use Quick Links? The Quick Links section of the Negotiations Home page provides easy. you can search for requisitions according to different attributes such as item or category and include them in a single document. The backing requisition information is carried over from Oracle Purchasing and used throughout the creation process.1.1.1.

Once the new document is created. A negotiation line is created for each requisition line. AutoCreate carries over the following backing requisition information when creating the sourcing document. the requisitions are no longer available for use by AutoCreate.Oracle Sourcing Help view the document from Oracle Purchasing or iProcurement. you can modify some of this information. Default: Multiple requisition lines are grouped together if they have the same attributes such as o o o o o o o Item category Item number Item revision Item description UOM Ship-To address Line type Requisition lines: No grouping is performed. Backing requisition information Operating unit Functional currency Line type If amount based line type Display only Display only Display only If quantity based line type Display only Display only Display only Page 48/209 . Depending on the line type. Grouping lines When creating your document in AutoCreate you can choose to consolidate multiple requisition lines if they refer to similar items. This grouping information is used when creating negotiation lines for the sourcing document. There are two possible grouping types: Default and Requisition lines. Backing information.

If there is a range of dates. Otherwise. Display only Modifiable Need-By Date Modifiable. it becomes the Need-By date. you can always access and edit draft sourcing documents. the earliest becomes the Need-By From date and the latest becomes the Need-By To date. it becomes the Need-By date. there are two ways you can access the draft document. the lowest price been grouped. and the authorizations you need differ depending on which access you use. If multiple requisitions have been Modifiable. If you have the Sourcing Super User responsibility. the quantity is the sum of the individual requisition quantities. Page 49/209 . Accessing the draft RFQ/Auction The draft document is owned by the user who first accesses it. If there is a range of dates. Bid Price Modifiable. the earliest becomes the Need-By From date and the latest becomes the Need-By To date. the lowest price becomes becomes the Bid Start the Bid Start Price Price. If multiple requisitions have Always has a value of 1 been grouped. If multiple requisitions have Start grouped. Display only Modifiable Modifiable. If there is a single date.Oracle Sourcing Help Item number Display only Item revision Display only Item description Category name Unit of measure Quantity Ship-to address Line level attachments Display only Display only Display only Display only Display only Display only Display only Display only Modifiable. If there is a single date.

the backing requisition information is updated to point to the new RFQ/Auction. however. the backing requisitions are returned to the requisition pool.1. you can edit your draft as you would any other draft except for the nonmodifiable information taken from the backing requisitions (see table above). you are automatically transferred to Oracle Sourcing. you must have the Edit Draft Sourcing Document function to access a draft. You can apply a template to the draft RFQ/Auction (backing requisition information takes precedence over any template attributes). You can add additional item lines if necessary. To access a draft directly from Oracle Purchasing. if you know the number Autocreate assigned to the draft document. if you only partially award a line item quantity. You must have the Manage Draft Sourcing Documents function to access and edit the draft. the backing requisition(s) is returned to the requisition pool. Using the AutoCreated RFQ/Auction In general you use an AutoCreated RFQ/Auction the same way as other RFQs/auctions. Editing the draft The first time you access the draft. Note. 2. If you cancel an RFQ/Auction with line items originating from AutoCreate. it exists as a draft negotiation within Oracle Sourcing. you must complete Step 1: Describe Your RFQ/Auction. Once you have completed awarding the RFQ/Auction.1.5 How do I edit a negotiation document Autocreated in Oracle Purchasing? You can use the AutoCreate feature in Oracle Purchasing to search for and group existing requisitions to create a negotiation document (RFQ or auction) which can then be edited and processed through Oracle Sourcing. the following points: If you take the RFQ/Auction to multiple rounds of bidding/responding. Otherwise. you can access it directly from Oracle Sourcing. Page 50/209 .Oracle Sourcing Help Your system administrator can set up the system so once you have completed the document in AutoCreate. Oracle Sourcing creates either a standard purchase order or a blanket purchase agreement and sends them back to Oracle Purchasing along with references to the originating requisition. In general. the backing requisitions are returned to the requisition pool and become available for use. Once the negotiation document has been created by AutoCreate. Also. If you delete any of the lines originating from AutoCreate or delete the RFQ/Auction.

you can be transferred directly from AutoCreate to Step 1 in the negotiation creation process in Oracle Sourcing.1. Organization The operating unit. Once you proceed to the next step. to which this negotiation applies. the title cannot be changed. To create your negotiation header: Complete the following fields (*indicates a required field): *Title The name by which this RFI. this value cannot be changed. you can use the "Manage" link under the Drafts area of Quick Links on the Negotiations Home page to access the draft negotiation. your first step is to create your negotiation header. This header contains negotiation level information related to the entire negotiation. the page refreshes and you will lose the information you entered. RFQ. Note the following about negotiations created by AutoCreate: Any backing requisition information is not updateable in Oracle Sourcing. continue editing it using the instructions in How do I create a new negotiation? beginning with Step 2: Enter Item Terms. Note that if you have entered information on this page.6 What information must I provide to create my negotiation header? When you create a new negotiation.Oracle Sourcing Help Accessing the draft document If your Oracle Purchasing application is set up to allow it. and you change the Organization. the backing requisition information is carried forward and this field cannot be updated. Style Event Security Level You can select a security level to restrict access to the sourcing document. Buyer The creator of the negotiation. You must specify a title for your negotiation and once defined. If this negotiation document was originally created in Oracle Purchasing. The backing requisition information is viewable during the creation/editing process.1. Page 51/209 . for example in the Payment Terms field. 2. Once you have accessed the draft negotiation. such as a division or department. The organization you select here determines the values for many later attributes (such as the negotiation currency and shipping addresses). Otherwise. or auction will be known.

Collaboration Team You can identify a group of users from within your company who will collaborate on this negotiation. o FOB The FOB terms for your supplier. Terms o o Global Agreement (Blanket Purchase Agreement only) Effective Start/Effective End Date (Blanket Purchase Agreement only) Use the pop-up calendar to identify the start and end dates of the agreement. The default address is defined in Oracle Purchasing. The possible values and the default are defined in Oracle Purchasing. Click the flashlight icon to browser for other addresses. The possible values for your operating unit are defined in Oracle Human Resources. You can select any of the addresses defined for your operating unit in Oracle Human Resources. Give the member view-only access to the document. The team member marks the task as complete once it is finished. RFQ only) Designate your RFQ or auction outcome as either a standard purchase order or a blanket purchase agreement . Total Agreement Amount (Blanket Purchase Agreement only) The amount the buyer agrees to spend with the supplier over the course of the agreement. o Ship-To Address Address to which the RFQ/Auction items will be shipped. and a target date by which the task should be completed. you can choose to: o o o Make the member an approver of the sourcing document. See How do collaboration teams work? for information on the document approval process.Oracle Sourcing Help Outcome (auction. Click the flashlight icon to browse for other addresses. For each member. See "How do security levels work?" for information on the interaction between security levels and a collaboration team.This cannot be changed once you proceed to the next step. View-only members can view the document but cannot update any information. Define a particular task for that member to perform. The default address is set in Oracle Purchasing. o Bill-To Address Address to which your RFQ/Auction bills should be sent. Minimum Release Amount (Blanket Purchase Agreement only) Page 52/209 o o .

Oracle Sourcing Help o Payment Terms The payment terms for your suppliers. This is the buyer's default currency. Header attributes can be weighted and scored and used when subjectively scoring the supplier. The precision you set doesn't apply to perunit prices entered in a currency other than the RFx/Auction currency. During award time. customer service or on-time percentage. Click Manage Response Currencies to allow responses in more than one currency. See "How do I score header attributes?" for instructions on subjective scoring of attributes. o o Currency Shows the default currency for the negotiation. The default is set in Oracle Purchasing. See Can I accept responses in multiple currencies? for instructions on allowing additional currencies. or personnel qualification. Attributes You can define negotiation header attributes to request information from suppliers at the negotiation level. nor does it apply to currency amounts such as Bid Total or the bid value of Fixed-Amount price elements. The possible values for your operating unit are defined in Oracle Inventory. The possible values are defined in Oracle Payables. o Price Precision The number of decimal places allowed for per-unit prices entered in the RFx/Auction currency. The ISO standards are used automatically by Sourcing. you inspect the supplier's response and manually enter a value that you think reflects the acceptability of the supplier's response. for example. Page 53/209 . The possible values and the default are defined in Oracle Purchasing. the precision for amounts is automatically governed by the standards defined by the ISO (International Organization for Standardization). ownership. The default is set in Oracle Purchasing Freight Terms The freight terms for your supplier. Carrier The freight carrier your supplier should use. Examples might include a supplier's years in business. See "What are score settings and how do I use them in header attributes?" for information on defining score settings. While you can set the precision for unit-prices entered in a non-RFx/Auction currency when you define your currency list. You can also use header attributes to enter information about a supplier or response that is not available to the supplier.

If an internal attribute is weighted. If unweighted. If weighted. o o Optional Suppliers do not have to respond to this attribute. o Internal Internal attributes can only be seen by buyers. If you select Text. Values can be: o Display Only The attribute is displayed to the supplier. new internal attributes can be added while the negotiation is in progress. The default group is set by the Sourcing Super User. if you select Date. enter the following fields: Attribute The name of the attribute Group Groups are used to categorize attributes. digits). If the attribute type is display-only. Value Type Select the type of characters suppliers can enter for this attribute when responding: Text (letters/words. Attribute Type Attribute Type describes how the attribute is used within the negotiation. Display only attributes merely notify suppliers of additional aspects in which buyers are interested. Target Value Page 54/209 . Display Target is set to Yes and Maximum Score is automatically set to zero. the total weight value seen by the supplier will not add up to 100. For example. Internal attributes have Display Target set to No. Required Suppliers must respond to this attribute. The value type also governs the characters you can enter in the RFQ/Auction Value field.oracle. suppliers can enter letters as well as digits. participants can only enter digits. but the supplier cannot enter a response to it..com). if an attribute is internal and has a weight of 10. If no group is chosen. Note: Text is the most flexible value type. new internal attributes can be added if they are given a weight of zero or if their weight amount is subtracted from another internal attribute. or URL (using the format http://www. Number (digits with decimals allowed).Oracle Sourcing Help To create a header attribute. the supplier sees no information on the internal attribute and sees the sum of all weighted attributes as 90. the attribute is assigned to the default group. suppliers can only enter digits in date format. If you select Number. Date (numbers in date format).

If one attribute is weighted. click Manage Response Currencies. they are allowed to respond in only one currency per response. o Attachment Click Add Attachment to browse for an attachment to assign to this negotiation. This column is only displayed if weights are enabled as part of the Scoring Settings. Weight Weights are used to indicate the relative importance of header attributes. To define your currency list and currency exchange rates: 1. effectively "unweighting" that attribute. Notes and Attachments o Note to Suppliers You can add a note to the supplier by entering it in the text box. On the Create Header page. For example. Maximum Score Accept the default or enter the maximum value that can be entered for this attribute. an attribute with a weight of 25 is half as important as an attribute with a weight of 50. all must be weighted (although the weight can be 0. Display Target Indicate whether you want suppliers to see your Target Value . Delete You can delete this attribute by clicking the trash can icon.1.7 Can I accept responses in multiple currencies? When you create a new negotiation.1. This note appears on the negotiation summary page and can be viewed by suppliers. However. but this can be overridden by specifying a default value on the score settings page. the system will automatically convert the responses to the negotiation currency. There is a system default defined by the Sourcing Super User. the negotiation currency defaults to the functional currency defined for your operating unit. you can accept responses in currencies other than the negotiation currency.Oracle Sourcing Help Enter a target value for the header attribute (for example: 30 or more years in business). Whenever you view the responses you have received. Though suppliers in a multi-currency negotiation can submit responses in several currencies. 2. The sum of weights for all header attributes must add up to 100. Page 55/209 .

2. Specify the price precision for the currency. The page redisplays.1. Select the User Specified Rate type. When you have finished defining currency information. Otherwise click Add Another Row and continue defining currencies and exchange rates.1.09 kroner to one dollar. 3. Select the checkbox to display the exchange rates if you want to allow respondents to see your response currency exchange rates. Enter the date for which you wish to use this set of exchange rates. the system will round when converting responses into the negotiation currency. if the negotiation currency is United States dollars (USD) and the response currency you're defining is Swedish Kroner (SEK) the exchange rate might be . If you are finished defining alternate currencies. On the Header: Manage Response Currencies page. You can use predefined exchange rates (Corporate Exchange Rate) or specify your own exchange rates (User Specified Rate). Page 56/209 . The system may contain several different exchange rate types. 2. Select the response currency. After you have selected your suppliers in Step 5.09 meaning . click Apply. 3. If the precision for the response currency is greater than the precision for the negotiation currency. Select the appropriate type for your negotiation. Define the exchange rate by entering the number of response currency units that equal one unit of the negotiation currency.Oracle Sourcing Help 2. 4. The system's response currency codes are available from the drop down menu.8 How do I restrict a supplier to a particular currency? If you allow multiple response currencies for your negotiation. continue creating your negotiation. You assign currencies to specific suppliers when you invite the suppliers to your negotiation. To restrict a supplier to a particular currency: 1. Select the response currency you will accept. you can choose to restrict specific suppliers to particular response currencies. For example. select the exchange rate type. 2. The description field explains the code. 6. To define your own exchange rates 1. 5. To use predefined exchange rates: 1. select a response currency for each supplier.

The spreadsheet is useful if you are adding a large number of lines. if a user submits a rebid. Line ranking is not performed in RFIs. provide the following information. 3. the supplier can only submit a response in either that currency or the negotiation currency. Any. From the navigation bar in the top left corner. you must identify the goods or services you want to purchase or for which you want quotes. On the Lines: Create Line page. and how the line will be added and click Go." To add lines online: 1. the supplier can respond in any currency you have allowed for this negotiation: the negotiation currency or any other response currency on your currency list. If the response currency you select for a supplier is not on your currency list. On the Create: Lines page. the follow-up bid must be in the same currency as the initial response. to a multi-currency negotiation. select how the line will be ranked. that response currency is available to that supplier alone. 2. 4. No other suppliers may respond in that currency unless you also associate that response currency with them. 3. each in a different currency. Continue creating your negotiation. If you select a specific response currency for a supplier.Oracle Sourcing Help o If you accept the default. If you wish to score and weight your lines.9 How do I add lines to a negotiation? When you create a new negotiation. accept the default value of Online from the Add Line drop down menu." enter an exchange rate for the response currency you selected in the previous step. click "Lines. how the ranking will be displayed. or edit a draft negotiation. select Multi-Attribute Scoring as the Ranking type.1. To add a line using the online system. 2. However. The new price precision applies only to the suppliers to whom you assign it. Click Go. You can enter lines online or bulk load lines from a spreadsheet. *Indicates a required field : Page 57/209 .1. Select a price precision for the response currency. If you selected User Specified Rate in "Step 2: Defining Business Terms and Conditions. o o o 2. Your other option is to load the line information using spreadsheet upload. Multiple users in a supplier's organization can submit several initial bids.

If this document was AutoCreated from Oracle Purchasing. If the negotiation was created from a backing requisition. Click the flashlight icon to search for a category. you can enter item information directly or search for items from the Item Master by clicking the flashlight icon. enter search values for either the item number or item description and click Go (note that the search values are case sensitive). If the line type is amount-based. If you searched from Sourcing for an item from the Item Master. The default category value is based on line type. Item. To change the line type. On the Search and Select: Inventory Item page. these values are carried from the backing requisition line and are display only. If Oracle Services Procurement is installed and licensed. the line type value is carried from the backing requisition and is display only.Oracle Sourcing Help Line Type The available line types are defined in Oracle Purchasing. *Category Group to which the item belongs. select the line type you want and click Go. such as 50 laser printers. the unit of measure and quantity default and are display only. If the item was selected from Inventory directly from Sourcing. If a negotiation was created AutoCreated from Oracle Purchasing. the description from Inventory will default. you can select the appropriate value from the Rev pull down menu. From the Results display. The line type determines whether this is a quantity-based line. The page refreshes and the fields available for the line reflect the line type you select. *Description A text description of the item. Unit of Measure Page 58/209 . If you are entering an item in Sourcing. the category value is carried from the backing requisition line item and is display only. You are returned to the Enter Item Information page with the item number and description values displayed. or an amount-based item such as consulting services. Rev The number and revision for this item. If the negotiation was created from a backing requisition. you have additional line types such as rate-based temp labor. the description is carried from the backing requisition and is display only. click the link for the item you wish to add to your negotiation. If there are revision values for the item you selected. the category value defaults to the category for the item and cannot be updated.

The system recognizes the UN standardized unit of measure codes. Start Price The price at which responding for one unit of an item must begin. this field is display only. Currency and Price Precision This is the default functional currency for your operating unit and the price precision you selected when you created your negotiation header. this is the total of the backing requisition line item quantities. and cannot be scored in a Multi-Attribute Weighted Scoring RFQ/Auction. Note that this field is required for blanket purchase agreements and can be hidden from suppliers. If you selected an amount-based line type above. Page 59/209 . the UOM values available to you are only those appropriate to the item. You cannot change these values. A start price is not required. but if the buyer specifies one. the unit of measure value is carried from the backing requisition line item and is display only. If the negotiation was created from multiple backing requisitions. If you selected an amount based line type above. Estimated Quantity (blanket purchase agreements only) The organization's best estimate of demand for the item over the life of the blanket agreement. If you selected the item from the Item Master directly in Sourcing. the default for this field is set by the Sourcing Super User. *Quantity (standard purchase order only) Number of units of the item you want to purchase. If this negotiation was created from backing requisitions. The amount of a release must be equal to or greater than the minimum. all responses must be equal to or below the Start Price. defaults to 1. If the negotiation was AutoCreated from a backing requisition. Minimum Release amount (blanket purchase agreement only) The minimum amount for a release against a blanket agreement. the ship-to address is display only.Oracle Sourcing Help Unit of measure in which you plan to purchase your item. It cannot be scored. *Ship-To Address (standard purchase order only) The default address is the address you selected in Step 2. Accept the default address or click the flashlight icon to browse for a different address.

Need-By From/Need-By To (standard purchase order only) Select the dates necessary to specify when you need to receive the item. if the line type is amountbased. They identify item characteristics which will negotiated on in addition to item price.Oracle Sourcing Help If the negotiation was created from backing requisitions. If you leave both fields blank. you can assign weights and scores to attributes. the start price defaults to the requisition quantity. Add Price Elements Page 60/209 . The current price is used to calculate negotiation performance used for savings calculations in the application. Price Break (blanket purchase agreements on goods-bases items only) Enter price breaks to negotiate a pricing structure with your supplier based on quantity. However. you specify a time window (inclusive of the end date). The Need-By To field defaults to the latest requisitions needby date. A value in Need-By To with no value in Need-By From indicates the date on or before which you need to receive the item. Item Attributes Item attributes are used to describe the good or service being purchased. If the negotiation was created from a single backing requisition. Select "Display to Suppliers" if you want the participants to see your target price. You can use the pop-up calendar to pick your dates. location or promise date. In a Multi-Attribute Weighted Scoring negotiation. A value in Need-By From with no value in Need-By To indicate the date on or after which you need to receive the item. there is no time constraint on receiving the item. If you supply values for both fields. To add item attributes to your item. Target Price Price you hope to pay for one unit of your item. the Need-By From and the Need-By To fields are set to the requisition need-by date. Note: Suppliers are never able to view the current price. If the negotiation was created from multiple backing requisitions. the Need-By From field defaults to the earliest requisition line's need-by date. the start price defaults to the lowest requisition price of all requisitions for that item. click Add Another Row or Add Attribute List. Current Price Price you are currently paying for the item.

click "Add Another Row" below the table and then use the flashlight to select the price element. you can declare which category to which it belongs. To Approver Can be viewed by any approver of the sourcing document.Click Add Attachments to attach a binary file containing additional information or a URL where the attachment file is located. To control access to the attachment. Internal to Sourcing Page 61/209 . You can also query the Document Catalog for existing documents to attach. To add price elements to the line. You must add a description of the attachment.Oracle Sourcing Help Price elements allow you to capture additional item costs such as freight or special charges. Miscellaneous Can be viewed by internal users who can access the sourcing document. Payables Purchasing displays these attachments during invoice matching. Note and Attachments An optional text note about this line(for example. Attachments can be assigned the following definitions: Viewable by the supplier: To Supplier (default) Can be viewed by users in the buying organization and suppliers responding to the negotiation. To Buyer Purchasing displays these attachments to buyers when creating purchase orders from requisitions. From Supplier (supplier-created attachments) Can be viewed by buyers and suppliers. details about item specifications or color preferences). Viewable by users within Oracle Sourcing To Receiver Oracle Purchasing displays these attachments to the receiver in receiving windows.

the items that you have uploaded are listed on the Add Lines page. 4. If the same item attribute is defined in both places. 5. Select Load from Spreadsheet from the Add Line drop down and click Go. Save the file to a convenient location on your machine. 4. any item attributes defined to the template are added to any item attributes defined in the spreadsheet. any spreadsheet item category values take precedence over item category values defined for the negotiation template. 3.Oracle Sourcing Help Information is viewable only within Oracle Sourcing. 6. Choose the appropriate file(s) and click Download. Follow the directions on the page to upload your items. To bulk load items from a spreadsheet: 1. If you used a negotiation template. On the Lines: Load from Spreadsheet page. You can edit or delete existing lines by selecting a line and clicking the appropriate button. You can still enter additional lines online. When you have finished entering your line information. navigate to the location of your completed spreadsheet file. Open the Instructions file (the . you have the choice to download either an Excel or text file. click Apply. On the Load from Spreadsheet: Download Spreadsheet Files page. click the link to download a spreadsheet files. Any attachment information is not carried over into Oracle Purchasing. click Go. You can use a spreadsheet to upload item attributes and price elements. return to the Load from Spreadsheet page. and click Import. 7. See "How do I define services related lines?" for information on defining servicerelated line types. To enter another auction item online. When the upload has completed. When you have completed the template.htm file) and follow the directions to complete the template. Follow the preceding instructions. 2. Page 62/209 . If you created the negotiation using a spreadsheet. the spreadsheet value takes precedence.

Enter values in your price fields if necessary.1. rate-based line type. 6. Create attributes as needed to solicit additional information for this line. or click Load from Spreadsheet to upload a previously completed spreadsheet file containing all the line information On the Lines: Create Line page. and specify the differential associated with this price type. You can include services-related lines with regular amount-based and goods-based lines. Create attributes as needed to solicit any additional information for this line. 4. and then click Go. For temporary labor line types. Job Details. fixed-rate line type. If you need to specify price breaks. Finally. ensure that you choose Blanket Purchase Agreement as the negotiation outcome for temporary labor line types. 4.1. 2. 11.Oracle Sourcing Help 2. Continue defining the remainder of the negotiation. 7. To define a temporary labor. 6. The Description. click Select Price Break Settings and ensure it is not set to None. if appropriate. The Description. 10. Also. Search and select a job from the Job menu. make sure you select the Global Agreement checkbox. To define a temporary labor. and click Go.10 How do I define services related lines? Services related line types allow you to negotiate on labor contracts. Search and select a Job from the Job menu. add any notes or attachments to the supplier. is a response to the price differential required) Select the price type (for example. make sure you select a temporary labor. 3. 9. Unit of Measure and Category will default according to the Job you select. vacation). Job Details. 8. fixed-price line: 1. General services fixed-price lines use a negotiation outcome of standard purchase order. 3. From the Add Line menu on the Create Lines page. Specify how price differentials are to be used within the negotiation (for example. select Online to continuing entering your line description online. Continue defining the remainder of the negotiation. and Category will default according to the Job you select. rate-based line: 1. make sure you select a temporary labor. add notes or attachments to the supplier. Enter your price breaks including Price Differentials. On the Lines: Create Line page. 5. Page 63/209 . 2. Finally. 5. Follow steps 1 and 2 above.

2. responding frequency. You must have created your negotiation header before you can create negotiation controls. add notes or attachments to the supplier.Oracle Sourcing Help To define a general services fixed-price line 1. and then click Go. Provide the line with a description and select a Category value. Note that for fields where you enter a date and time. RFQ. *Open Date Use the pop-up calendar to select the date/time after which all eligible suppliers are allowed to participate in the negotiation or choose to open the negotiation immediately. You can edit the value to change the time if needed.1. you set response controls to determine the negotiation length. participants. click the "Controls" link to access the Create Controls page for that negotiation. When you extend a negotiation you specify the new close date. After you have entered the negotiation header. or Buyer's Auction.1. fixed-price line type. 6. no further responses may be accepted. 4. On the Lines: Create Line page. If you allow the control manual extend. Follow steps 1 and 2 above. 5.11 What are response controls? When you create a new RFI. open and closing times and many other variables. the default time value the system uses is the time when you entered a value in the field. They can view the negotiation's details but cannot place responses. If the sourcing document you are working on was AutoCreated using requisitions in Oracle Purchasing. Page 64/209 . 3. Finally. Once closed. If you allow the control manual close/close early. 2. Continue defining your negotiation . the time limit for the negotiation can be extended past the original close date. make sure you select a general services. Preview Date Use the pop-up calendar to specify a date/time after which the negotiation information can be accessed by potential suppliers. the negotiation can be closed prior to the defined close date. Create attributes as needed to solicit additional information for this line. *Close Date Use the pop-up calendar to select the date/time when the negotiation will be closed. and added line(s). Complete the following fields as appropriate for the negotiation type.

Require award approval You can choose to require the award decision to be approved before a purchase order can be generated. or you can specify that the negotiation will not be allowed to continue into additional rounds past the close date.Oracle Sourcing Help the Close Date cannot be later than the Need-By Date on the backing requisition. or specify that they must respond to all lines in the negotiation. Note: If you specify that participation is by invitation only. participants can submit responses for partial quantities. Allow multiple responses You can specify that responders must submit a single. Require full quantity You can specify that participants must submit responses for the full quantity specified in the line. notes and attachments You can specify that suppliers in the negotiation will be allowed to see any notes and attachments included with other suppliers' quotes or bids. or may submit multiple responses during the negotiation open period. Award Date Use the pop-up calendar to select the date/ time when you anticipate announcing the winner of the negotiation. best response in the negotiation. you must invite at least one supplier to participate. Allow supplier to select lines on which to respond You can allow participants to respond to individual lines(s) in the negotiation. Suppliers are required to lower the line price when submitting a revised response Page 65/209 . Allow multiple rounds of negotiation You can specify that the negotiation can continue into additional rounds after the close date. or you can restrict suppliers from seeing other suppliers' notes and attachments. Restrict to invited suppliers You can allow all suppliers to respond to the negotiation or you can specify that participation is by invitation only. This is displayed to the respondents. If you have weighted and scored the quantity attribute. Alternatively. you must set this to No. Allow supplier to see other suppliers' contract terms.

bid decrement = 20% Bidder B's original bid = $1. For example. with AutoExtend set to start at the current scheduled auction close time. the decrement percentage will be calculated based on a supplier's original bid price. That is. Otherwise.Oracle Sourcing Help If you have allowed suppliers to submit multiple bids. Allow AutoExtend based on the settings below You can have your auction automatically extended if a new winning bid is received during the final minutes of your auction. rebids must decrease by a minimum amount. Use numbers. the negotiation cannot be closed until the close date and time specified above. When a negotiation is extended. You can enter either a straight amount or a percentage by which bids must improve. If you specify your bid decrement amount as a percentage. bid decrement = $100 Bidder A's original bid = $1. For example: Auction #1234. you enter a new close date and time. but will be applied to the supplier's current bid price. "10. you can specify that they must submit rebids that are better than their current bid price by a specific minimum amount. and a new winning bid is received in the final Page 66/209 . if you enable an AutoExtend of 30 minutes. Allow manual extend when the negotiation is open You can choose to allow a negotiation to be extended. for example.000 Bidder A's second bid = $900 Bidder A's third bid = $800 Bidder A would not be allowed to submit a fourth bid of $750 (this is less than the minimum bid decrement of $100) Auction #2234.000 Bidder B's second bid = $800 Bidder B's third bid = $600 Bidder B would not be allowed to submit a fourth bid of $480 (this is less than the minimum bid decrement of 20%) Allow manual close before the Close Date You can choose to allow the negotiation to be closed before the close date." Note: A bid decrement amount will always be applied to a supplier's current bid price.

Alternatively. Your auction AutoExtends only if the new unit bid price for an item is better than the current best unit bid price for that item. Start Time of Extensions You can start AutoExtensions at the scheduled close time of the auction or at the time that a winning bid is received during the AutoExtend period." you can revise your AutoExtend settings while the auction is in progress . Note: If a bid is on an item with weighted attributes. your auction will be automatically extended for 30 minutes past the current scheduled close time." Length of Extension Page 67/209 . Your auction AutoExtends only if the new total bid value is better than the total bid value of all current active bids. Note: If you selected the option "Allow manual extend when the negotiation is open. For example. In this case. a winning bid is determined by the unit bid price for an item.Oracle Sourcing Help 30 minutes of the auction (the AutoExtend period). the rebid must be better than the supplier's own current bid price by the minimum bid decrement amount . In this case. its bid value is its price to score ratio not just the bid price. the price to score ratio is used to determine the winning bid. if you enable an AutoExtend of 30 minutes and a winning bid is received in the final 30 minutes of the auction." However. you can specify that a supplier must bid on all items in an auction. your auction will automatically extend for 30 minutes past the scheduled close time of the auction if you select "Close Date specified above. Note that two other bid controls can affect the "winning bid" that triggers an AutoExtension: o Allow supplier to select lines on which to respond? You can specify that a supplier may bid on any individual item(s) the supplier chooses. your auction will be automatically extended for 30 minutes past the time that the winning bid is received if you select "Receipt time of the triggering winning response. In this case. and If a rebid. a winning bid is determined by the total bid value (the sum of all of a bidder's bids on the items in the auction). o Decrement If you selected the Price Only bidding option for your auction. you can specify that suppliers must submit rebids that are better than their current bid price by a specific minimum amount (the decrement amount). a winning bid must fit both of the following criteria : The bid must be the best bid price submitted in the auction. In this case.

once created. a notification is sent to the negotiation creator. For example. Page 68/209 . You can require the approval of the award recommendation by clicking the "Require award approval" response control on the Controls page while creating your negotiation.1. a notification is sent to the next approver in the approval chain. This ensures that. This setting also determines the end-of-auction window (the AutoExtend period) during which a winning bid triggers an AutoExtension. Once the decision has been approved.12 Can I ensure that an award recommendation gets approved before I generate its purchasing document? It may be the case that one or more approvers must review and sign off on your award recommendation before you can generate its associated purchasing document. or only for those items that receive winning bids during the AutoExtend period. 2. and The period from 20 minutes prior to the scheduled close of the auction to the scheduled close of the auction is the AutoExtend period during which a winning bid will trigger AutoExtend. which the approver can accept or reject. If the approver allows the decision. The approval cycle continues until all the required approvers have viewed and approved the decision. If the approver rejects the decision.Oracle Sourcing Help You must specify the duration (in minutes) of each AutoExtend. a notification is sent to the first approver in the approval chain requesting that the approver view the decision. Number of Extensions Select a value from the drop down menu to set the maximum number of times the auction can be extended. if you specify that each AutoExtension is 20 minutes : o o Each AutoExtension will last for 20 minutes after the start time you specify. a notification is sent to the creator who can then begin generating the purchasing document. the purchasing document will not need to be changed in the future.1. Lines to AutoExtend You can extend bidding for all auction items. The AutoExtend period is determined by the length of each AutoExtension (see above). Once you have saved your award decisions.

auctions are open to all bidders by default. you can create a participants list on the Create Negotiation: Suppliers page: 1. You can use the same list for all negotiations. business terms and conditions.1. If you do. or if you frequently invite a certain group of bidders. line(s). you do not have to explicitly invite any suppliers. 3. and you must invite at least one supplier. To invite specific suppliers see Inviting Suppliers below. Search for and select the Invitation List you want to apply. you can apply a predefined invitation list that identifies these bidders. You can select the bidders you wish to notify from a list of suppliers. However. you can choose to also send certain bidders notifications of a particular auction to encourage their participation. You can restrict your auction to bidders you specifically invite by selecting the appropriate control on the negotiation Controls page. Click Add Invitation List to apply a predefined list of suppliers.1. Even though the auction is already open to them. Participation in Auctions Unless you specified differently on the negotiation Controls page. You return to the previous page. select the specific site you wish to invite to the negotiation. and any response controls. Page 69/209 .Oracle Sourcing Help 2. Select how you wish to search for suppliers: o o Click the Add Supplier to search for and add suppliers to your invitation list. Inviting suppliers After entering your negotiations description. If there are multiple supplier sites (Supplier Site is another term for Address Name). To invite specific suppliers see Inviting Suppliers below. select the suppliers you wish to invite and click Invite. 2.13 How do I invite suppliers to participate in my negotiation? Participation in RFQs Participation in RFQs is by invitation only by default. From the search results. Bidders will see your auction when they search using the Active Auctions page. Different sites for the same supplier can each submit a response. you can choose to open your RFQ to all suppliers.

Amendments can be created anytime after the preview date/time (or open date/time.1. Additionally.. This suffix is incremented every time you create a new amendment for this document. You go to the Create Header page. the user can participate in negotiations. Notice that the negotiation number has now been given a suffix. Note: You can also invite additional suppliers while the negotiation is in progress. a notification is sent to invite the contact to register and participate in the negotiation. 4. and there are clauses and deliverables defined to this negotiation. To invite new suppliers. You cannot add or delete suppliers on the Create Amendment Suppliers page during an amendment. The system sends notifications to the invited suppliers providing them details of the negotiation. The supplier user receives an email notification with the negotiation invitation and a link to access the user registration page. Your invitees will receive email notifications inviting them to participate once the negotiation is successfully submitted.1. select which contact you wish to notify about this negotiation from the Contact menu. if no preview date/time was specified) and before the close date/time. additions. for example. you can enter it in the Additional Contact Email field. On the Create Amendment: Lines page. Respondents are notified that the sourcing document has been amended and are required to review their previous response and resubmit it in accordance with the amendment. 2.. Once the registration request has been approved. if you know the e-mail addresses of any other contacts at the company (including possibly a distribution list). If the contact is unregistered. these can be changed on the Create Amendment: Contract Terms page. select Create Amendment from the Actions menu. Page 70/209 . This update is called an amendment. 1. 5. To create an amendment to a sourcing document: 1. 3. On the Create Amendment Header page. you must enter a new Description for the amendment and make any other header level attribute changes you need. On the negotiations summary page. use the active negotiation's negotiation summary page.Oracle Sourcing Help If there are multiple contacts for each site. enter any line changes. 6. or updates to line information if necessary. If Oracle Procurement Contracts is implemented.14 How do I create an amendment to a negotiation? After publishing a negotiation. deletions. 2.. the buyer can update information defined in the document if necessary. 12345. Change the negotiation rules on the Create Amendment: Controls page if necessary.

you can submit the amendment for approval by clicking Submit for Approval on the review page. If you have approvers identified on the Collaboration Team on the Create Header page. 4.1 How do I use negotiation templates? You can use a document template of a specific type (RFI. These attributes may either require a response or no require a response from the supplier. but also to other features and performance characteristics of each line. allowing respondents not only to respond to the price. Page 71/209 .1. or delete any of the negotiation information provided by the template by proceeding through the steps of creating a negotiation. 8. Draft amendments are available on the Negotiations Home page if you click Drafts in the Manage Quick Links section. 2. edit. All suppliers will be required to acknowledge the amendment and resubmit their responses to be eligible for award. select the template and click Apply to create a new negotiation with this template. RFQ. When creating a negotiation.1. The buyer can define unique line attributes. no new responses can be received on the previous negotiation.Oracle Sourcing Help 7. quality. 2. Once approved (or if approval is not required). Spreadsheets and Lists 2. To use a sourcing document template: 1. Approvers will receive notification that they need to approve the amendment. the Submit button changes to Publish. 3. and how do I use them? Line attributes enable a buyer to define multiple line-specific attributes. or auction) to create a new document of the same type. and delivery. On the results display. You can add to. the buyer can score attribute values to indicate the relative preferability of different responses. On the Create: Header page.2 Templates.2 What are line attributes and attribute lists. Line attributes can then also be weighted to indicate the relative importance of a single attribute among the other weighted attributes.2. You can review the new changes compared to the current active negotiation by clicking Review. You can save the amendment as a draft at anytime during the creation process if you click Save Draft.2.1. 2. See How do I create and edit negotiation templates? for instructions on creating negotiation templates. click Apply Template. Once you click Publish. Search for and select the template you want to apply. Click the appropriate link under the Create area of Quick Links on the Negotiations Home page.

A template can be designated as either "public" (all Buyers in your company can view and use the template) or "private" (only you can view. RFQs. Note: In order to create "public" offer templates. Your negotiation template contains the features that are similar among the negotiations you commonly create. you must be assigned the appropriate authorization by your system administrator. Active templates can be used immediately to create new negotiations.Oracle Sourcing Help Attributes are assigned to a predefined Attribute Group. Using a template saves time by streamlining the creation process. Grouping allows the arrangement of data that is easier for both the supplier to respond to and for the buyer to analyze responses. You can create as many templates as necessary. .attributes. and buyer's auctions are different documents.2.you may want to create a negotiation template that you can use each time you create a new negotiation. all technical attributes can be placed one group while all non-technical attributes can be located in another. Your template status will default to Active. and publish your negotiation. you simply apply the template to the negotiation. When you create a new negotiation using a template. edit. On the Templates page. complete the following fields (required fields are marked with an *asterisk): *Template Name Description *Access." 3. The reusable lists allow buyers to standardize the information they wish to include with specific lines during negotiation creation. 2.1. terms and conditions. Click the appropriate create link under the Templates area of Quick Links on the Negotiations Home page.3 How do I create and edit negotiation templates? If the majority of the negotiations you create contain the same features . This allows you to organize attributes in relevant groups for analysis. Attribute lists let a system administrator create system. 2. and use) and "public" templates (templates that all registered users in your company can view and use). Since RFIs. Creating a new negotiation template 1. You can create both "private" templates (templates that only you can view. On the Step 1: Describe Your Template page. especially if several buyers are collaborating on the analysis.or company-wide negotiation attribute lists for repeated use. participation controls. edit. If you Page 72/209 . each type has its own template(s). add to and edit details of the negotiation (as necessary). click "Create New Template. For example. etc. and use the template).

You can add an invitation list(s) when creating a new Sourcing document. but will not be available for use until reactivated. An active list can be used immediately. click Submit on the Review and Submit page. Your new list will default to private. edit the list and change the status to inactive. Inactive templates will be stored in the system. On the Create Invitation List page.1. The same list can be used for all types of sourcing document types (RFI." 3. To create a new invitation list: 1. edit. 4. you can add these participants to a reusable invitation list. An inactive list will be stored on the system. Complete the remaining pages by filling out the fields as appropriate for the negotiation type. To inactivate a list. Once you have defined your template. then edit your template and select a new status from the drop-down menu at the Status field. and auction). you must complete and submit your template. Only you can create. Click "Invitation" under the Reusable Lists area of Quick Lists on the Negotiations Home page. and use your private lists. An invitation list can help standardize your business practices by ensuring that all appropriate participants are invited to targeted negotiations. click "Create New Invitation List.Oracle Sourcing Help want to change your template's status to Inactive. On the Reusable Invitation Lists page. only you can use your private lists. All users in your company with the correct authorizations can view and use public lists.2. Page 73/209 . complete the following fields (*indicates a required field): o o o *List Name *Description *Access Invitation lists can be public or private. but cannot be used to create a new offer until you change the status to Active. 2.4 How do I create and edit a reusable invitation list? If you typically invite the same core group of suppliers to many of your negotiations. Sourcing Super Users or users with the Manage Invitation Lists authorization can create. you can also attach an invitation list(s) to a Sourcing document template. 2. edit and manage public invitation lists as well as their own private lists. o Status Invitation lists are initially created as active. RFQ.

the system uses the following hierarchy to determine which category value to use: 1.1. For a supplier with multiple sites. 7.2. 2. The value defined for the RFQ/Auction template. If you wish to add more suppliers to your list. you can choose a specific supplier site to associate with this list (Supplier Site is another term for Address Name). you can edit public lists. Select the supplier(s) and click Add to Invitation List. 5. 8. The value specified in the spreadsheet. Page 74/209 . Search for the list you wish to update.2. find your list. 6. To edit an invitation list you have created: 1. or 2.Oracle Sourcing Help Sourcing Super Users or users with the Manage Invitation Lists job function can create. 2. update your list description.5 What happens to the item category when I create a negotiation by applying a template and using spreadsheet upload? A buyer can apply a predefined template to the RFQ or auction in creation Step 1 and then use the item creation by spreadsheet capability to upload details on multiple items in Step 3. On the Edit Invitation List page. click "Add Suppliers" again and follow the perceiving instructions. 4. status. including change the access and status. When you are finished.1. Click "Add Suppliers. and access as appropriate. 5. 3. If the supplier you selected has multiple sites defined in the system. When you have finished adding suppliers. click Submit. On the search results page. click Apply. You can also add or delete suppliers. If you are have the Manage Invitation Lists job function.6 What happens to the attributes/price elements when I create a negotiation by applying a template and using spreadsheet upload? When you create an RFQ or auction by applying a template and then use the spreadsheet upload feature to add your items. edit. 4. you can add an entry for each site for that supplier if you choose. If the template and spreadsheet have conflicting category values. Click "Invitation" under the Reusable Lists area of Quick Lists on the Negotiations Home page. 2. then click Edit. any attributes/price elements defined for the template are added to any attributes/price elements you define via the spreadsheet. and manage public invitation lists." then search for suppliers to add to your invitation list.

retail industry negotiation items can include such attributes as "color. and 2) the details that a participant should provide when responding to that negotiation line." and "SKU number.1. While the buyer could enter this information in the auction line description. For example. Line attributes can call attention to industry-specific characteristics. Line attributes make your negotiation line more descriptive and can also be used to ensure that all responses submitted for the line include specific details not included elsewhere in the line information. auction)." "style. For more information about how to add line attributes to your negotiation items. 2. if the buyer marks this attribute as required.1. In addition. Line attributes define 1) unique specifications that you set for a negotiation line.2 How do I add line attributes to my negotiation? You can add multiple line attributes to any line in your negotiation. see "How do I add attributes to my negotiation lines?" 2. and Price Breaks 2. For example. the attribute/price element specified by the template." Metal industry negotiation items can include "grade of metal" as an attribute. the result of applying the template and then uploading by spreadsheet is that item A now has seven attributes/price elements and item B has five attributes/price elements. item A with four attributes/price elements. you may choose to add one or more line attributes to that line. Attribute Scoring. and item B with two attributes/price elements. if there are three attributes/price elements for your template. then bidders must enter the mileage of any bid. Page 75/209 .3.3 Item Attributes. the buyer can add an attribute called "mileage" to specify that the bid item must have fewer than 12.1 What are line attributes.Oracle Sourcing Help For example. When the buyer adds the line (vehicle) to the auction. Adding these as required item attributes that are displayed to bidders can customize your negotiation items to your specific industry. the precedence is: 1. and your spreadsheet upload includes two items. If there are duplicate attribute/price elements between the template and the spreadsheet.3.1. The attribute(s) are added to that line only. Price Elements. the attribute/price element specified on the spreadsheet 2. and do not apply to all lines in the negotiation. and why would I add them to my negotiation lines? When you add a line to a new negotiation (RFI. using an attribute to define this specification calls attention to the specification. a buyer can create an auction to buy a fleet of 12 vehicles for a delivery service.000 miles on the odometer. RFQ.

Oracle Sourcing Help

You can add line attributes when you add lines to your negotiation online, or when you upload your negotiation lines from a spreadsheet created offline. You can also add line attributes from a predefined attribute list or template. To add line attributes online: 1. Create a new negotiation. After you enter your negotiation line information, click Add Another Row under the Add Attributes section of the Lines: Create/Update Line page. 2. When the page redisplays, enter your line attribute information. *Indicates a required field:

o

*Attribute (up to 240 characters) Name your line attribute (for example: Mileage; PPM Defect Rate; Grade).

o

Group Select an attribute group from the menu. Groups are used for categorizing attributes.

o

Attribute Type Your attribute can be required (all suppliers must enter a value for this attribute when responding), optional (suppliers are not required to enter a value for this attribute when responding), or display only (displayed without allowing any response).

o

Value Type Select the type of characters suppliers can enter for this attribute when responding: Text (letters/words, digits), Number (digits with decimals allowed), Date (numbers in date format), or URL (using the format http://www.oracle.com). The value type also governs the characters you can enter in the RFQ/Auction Value field. Note: Text is the most flexible value type. If you select Text, suppliers can enter letters as well as digits. If you select Numbers, participants can only enter digits; if you select Dates, suppliers can only enter digits in date format.

o

Target Value (up to 4000 characters) Enter a target value for the line attribute (for example: Fewer than twelve thousand miles per vehicle; Fewer than eight defects per million parts manufactured).

o

Display Target Indicate whether you want participants to see your target value. Page 76/209

Oracle Sourcing Help

o

Weight (Multi-Attribute Scored negotiations only) Enter a number that reflects the importance of this attribute relative to other scored attributes for this line. For example, a scored attribute with a weight of 50 is twice as important as an attribute with a weight of 25. The sum of all weights cannot be more than 100. Weights and scores are used by the system when calculating response ranking.

o

Score (Multi-Attribute Scored negotiations only) Click the pencil icon to access the Update Line: Enter Scoring Criteria page. Use this page to enter the possible values you will accept for this attribute. You can use discrete values or value ranges.

3. Click Add Another Row to add additional attributes to this line. Click Apply when you are finished. 4. Continue through the steps of creating your negotiation.

To add line attributes using a spreadsheet To add line attributes using a spreadsheet, you must download and complete the spreadsheet prior to the bulk load. Add your line attribute information into the Attribute, Group, Quote/Bid Response, Attribute Value Type, RFQ/Auction Value, and RFQ/Auction Value Displayed columns of your spreadsheet (see Step 2 above for more information on each of these columns). When you enter a line attribute on your spreadsheet, all line attribute fields except RFQ/Auction Value and RFQ/Auction Display are required. If you want to add another line attribute(s), copy the following set of columns on the spreadsheet: Attribute, Group, Quote/Bid Response, Attribute Value Type, RFQ/Auction Value, and RFQ/Auction Value Displayed. Paste the set of six columns to the right of the existing set of line attribute columns (be sure to paste the set of columns into the spreadsheet before the End of line delimiter column). 1. Create a new negotiation. When you are ready to upload lines to your negotiation, on the Create: Lines page, select Load from Spreadsheet from the Add Line menu and click Go. 2. On the Import Lines page, use the Browse button to navigate to the location of your spreadsheet file. 3. Click Import. To add line attributes from a predefined attribute list: 1. Create a new negotiation. After you enter your negotiation line information, click Add Attribute List. 2. Search for the attribute list you want to apply. Click the Add icon .

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Oracle Sourcing Help

3. When you have finished adding line attributes from the attribute list, you can enter additional line attributes online, apply another predefined attribute list, or continue through the steps of creating your negotiation. To add line attributes from a template: 1. On the Create: Header page, click Apply Template. 2. On the Search and Select: Template page, enter search criteria and click Go. 3. Select the template and click Apply. Any attributes defined to the template are added to the new document. 2.1.3.3 Can I base my award decision on line attributes other than just price? Generally you award business to the supplier who responds with the best price. But sometimes other negotiation attributes may be more important. For example, the date by which a supplier can supply a negotiation line may be more important than simply the price being offered. Or the best response may be from the supplier who can supply the largest amount of the line quantity you need even though the price is not as good as that offered by a different supplier. When creating your RFQ or auction, you can select from two different types of response ranking: Price Only or Multi-Attribute Weighted Scoring. Multi-Attribute Weighted Scoring allows you to enter scores and weights to line attributes, Quantity and/or Need-By Date. Based on how a supplier responds, the system calculates a total score for the response. Responses are then ranked based on a ratio of price to total score. The lower the ratio, the more desirable the response. Note that you can still award the negotiation to any response or multiple responses regardless of the rank determined by the system. The rank indicator is displayed to the buyer and suppliers and is selected by the buyer. Planning weights and scores: 1. Identify the important attributes of your negotiation. 2. You can only score attributes which are defined as Required. For each attribute you wish to score, identify all the possible responses you will accept and group them into acceptable Quote/Bid responses. You can enter as many acceptable values as you need to indicate the importance of the different responses adequately. For number and date attributes, you may enter acceptable ranges. For text attributes you enter text values. These values are displayed to the trading partner in a list of values. 3. Assign each acceptable Quote/Bid response a score, with 100 indicating the most desirable and 0 indicating the least desirable response. Different Quote/Bid responses can have the same score. Scores cannot have decimals. 4. After scoring each acceptable Quote/Bid response value, rank the relative importance of the attributes by assigning each attribute a weight. Unlike Page 78/209

Oracle Sourcing Help

scores, the sum of the attribute weights cannot total more than 100. Weights will be used as a percentage when the system calculates a response's value as explained below. See "How do I define weighted attributes and scores for my negotiation items?" for actual details on defining scores and weights. How weights and scores are used to calculate a response's rank Once you have identified the important attributes of your negotiation and assigned them weights and scores, the system uses them to determine the total score for the responses to your negotiation. Since all weighted attributes are required attributes, each respondent must specify a value for that attribute. The system calculates the value of a response as follows: 1. For each response to a weighted attribute, the system determines the score based on the attribute value scores you defined. For date and number attributes, the system determines which accepted range the value falls in. If the response does not fall in an acceptable range, the response receives a score of 0 for the attribute. 2. The score determined is then multiplied by the weight assigned to the attribute. 3. The adjusted scores are added to determine the total score for the response. The total score is then divided by 100 to convert it to a percentage. The price is then divided by the total score to determine the price to total score ratio. The response with the lowest ratio is considered the more desirable response. Example: Assume a buyer has defined a negotiation and selected the following attributes to be weighted: Attribute Quantity Need-by Date Color (user defined attribute) Weight 50 30 20

For each of these attributes, the buyer has also defined and scored all acceptable values: Attribute Acceptable Values Score Page 79/209

and Response 2 would be designated as the best response even though the bid price for Response 2 is higher. the price to total score ratios for the following two possible responses are calculated as shown.31/12/2002 > 01/01/2003 Red Blue 60 100 100 80 50 100 75 Given these definitions. Response 1: Attribute Quantity Need-by Date Color Price Response Value 980 15/11/2001 Blue $250 Total Score: (60 * 50) + (80 * 30) + (75 * 20) / 100 = 69 Price to Total Score Ratio: 250 / 69 = 3.Oracle Sourcing Help Quantity Quantity Need-by Date Need-by Date Need-by Date Color Color < 1000 > 1001 < 31/10/2002 01/11/2002 .62 Response 2: Attribute Quantity Need-by Date Color Response Value 1200 05/01/2002 Red Page 80/209 .

enter your line attribute information. Groups are used for categorizing attributes. To enter a line attribute.3. o Group Select one of the predefined attribute groups. 4. click "Lines" in the navigation bar in the top left hand corner. 5.4 How do I define weighted attributes and scores for my negotiation lines? Generally the winner of a negotiation is the supplier who offers the lowest price.Oracle Sourcing Help Price $300 Total Score: (100 * 50) + (50 * 30) + (100 * 20)/100 = 85 Price to Total Score Ratio = 300 / 85 = 3. Select a ranking method if the Sourcing Super User has set the system up to allow you to change ranking methods. See "What information must I provide to describe my negotiation header"? After you have defined the negotiation header.1. use the instructions in "How do I add lines to a negotiation"? to enter the line data and other required and optional line information. *Indicates a required field: o *Attribute (up to 240 characters) Name your line attribute (for example: Mileage. On the Lines: Create Line page. When the page refreshes. 3. 2. Grade). See What are line attributes? for information about defining line attributes. To use weighting and scoring when defining a negotiation: 1. See Can I base my award decision on attributes other than just price? for an explanation of how weights and scores are used to determine the best response. o Attribute Type Page 81/209 . PPM Defect Rate. and you do not wish to use the default. On the Create: Lines page.53 2. navigate to the Attributes table and click Add Another Row. The system can then include the suppliers' responses to your line attributes when calculating the best response. However you may want to consider supplier responses to other line attributes in addition to price being offered when determining the best response. Select Online from the menu and click Go. Make sure you select Multi-Attribute Scoring from the Ranking menu. You can accomplish the by specifying weighting and scoring values for your line attributes.

and green. it must have an attribute type of Required. 6. blue. specify the acceptable values for this attribute and the score each value receives.Oracle Sourcing Help How the supplier should respond to the attribute. Click Score. You use this page to specify scores for the attribute values you anticipate receiving. with 100 indicating the most desirable value and 0 the least. For example. o Display Target Indicate whether you want suppliers to see your target value. Or the attribute can be for display only. On the Create Line: Enter Scoring Criteria page. o o For text value types. but only 50 for green. 7. and the score values might be 100 for both red and blue. To specify a single number. decimals allowed). Responses can be required or optional. Respondents can select these values from a List of Values. Note that there is a limit of 30 characters for the values. o Value Type Select the type of characters suppliers can enter for this attribute when responding: Text (letters or words. The sum of all the line's weights cannot be more than 100. Number (digits only. Page 82/209 . Fewer than eight defects per million parts manufactured). Assign values one to 100. enter and score every acceptable value. o Weight The relative importance of this attribute among the line's other wieghted attributes. o Target Value (up to 4000 characters) Optionally enter a target value for the item (for example: Fewer than twelve thousand miles per vehicle. assign a score to a single number or a range of numbers. Weights are used by the system when calculating the best response. The possible values might be red. For number value types. assuming an attribute of color. To weight an attribute. Note that two values can have the same score. enter that number in both the From and To fields. o Score Clicking the Score icon accesses the scoring criteria page. The target value represents the best or most desirable response from the supplier. The value type also governs the characters you can enter in the Target Value field. or Date (numbers in date format). digits).

Click Recalculate to see the correct total of your weight values for this line attribute. Use the instructions above on scoring number value types to specify scores for any quantity levels you may receive. By default. Page 83/209 . The sum of all weights cannot be more than 100. Any numbers you don't score are assumed to have a score of 0. you are returned to the Create Line page. enter the beginning number in the From field and the ending number in the To field. If a Need-by Date is important. or an open-ended range of dates. enter a date or date range. the full negotiation quantity is scored as 100. click Score to the left of the Quantity field. click Apply. When you have scored your quantity levels. To include all numbers greater than 5000. click Score and use the instructions above on scoring date value types to score the date values you expect to receive. o For date value types. 12. 11. click Apply. enter 5000 in the From field and nothing in the To field. 10. Enter weighting values in the Weight field for every attribute you scored (the Weight field will be unavailable for any attributes defined as Optional or Display Only). Specify how much weight each attribute should be given when evaluating supplier responses. If you need to add and score more values than fit on the page. Repeat the preceding steps to define and score any additional attributes. Note: Make sure to allow partial Quote/Bid values when you define your Negotiation Controls in the subsequent step otherwise you will receive an error message. You can score a specific date. Date values obey the same rules as number values. but you must weight any attribute you have scored. After scoring Need-by Date. to include all numbers less than 1000. Each number should indicate the relative importance of that attribute within the other weighted attributes. After you have finished scoring your item attributes. You do not have to weight every required attribute. enter the limiting number in either the From or To field. You are returned to the Create Line page. enter nothing ( or 0) in the From field and 1000 in the To field. 9. Do not overlap values. you can click Score to access the scoring criteria page again. click Add 5 Rows. a delimited range of dates. click Apply. Range values are inclusive. To score the dates received in a response. 8.Oracle Sourcing Help To specify a delimited range. When you have entered all your scores for this attribute. For example. enter a valid date. If you choose to add or modify scoring information for a line. o o o Enter a number from 1 to 100 to indicate the relative weight of each attribute. If the quantity is important to your auction. To specify an open-ended range.

the system will assign weights as equally as possible. 2. the supplier's response prices to the price elements will not be rolled up into the line total price.1. Identify hidden activities or "cost drivers" to facilitate improved analysis and decision-making. 2. freight charges or import duty fees. or discrete costs such as shipping fees.3. Or you might create a list that identifies additional services such as consulting or training that will be required by a particular negotiation item. and how do I create and use them? Reusable Price Element Lists allow you to group several price elements which are related or are typically used together. Buyers can specify when they create the negotiation how much they anticipate paying for these additional costs. This is because in the absence of a line response quantity. Take into account any additional costs or charges when considering outsourcing a project. you can apply that price element list to any negotiations (RFQs or auctions) containing items to which those price elements are applicable. Once you have created a price element list. You must be assigned the Create Reusable Price Element Lists job function to create these lists. Page 84/209 . To create a new price element list: 1. click Equalize Weights. These costs can then be negotiated between a buyer and supplier just like the item price. Such costs could include services such as training or consulting.6 What are Reusable Price Element Lists. you might create a price element list identifying normally expected transportation costs. which is required to compute a total unit price.1. for example. Price elements allow you to: Identify suppliers with the lowest total cost per line not just the lowest item price. If there are an odd number of attributes. Click the Price Element link under Reusable Lists on the Quick Links section of the Negotiations Home page. You can create new price element lists or edit existing lists. Support supply chain operations more efficiently by recognizing and analyzing how one organization's performance and costs affect another organization.Oracle Sourcing Help o To set the weights for all attributes equally.3.5 How do I use price elements? Price elements allow a buyer to identify additional costs associated with a particular negotiation line. the supplier's response values for fixed-amount type price elements cannot be converted to a unit price. For example. Note: If the negotiation outcome is a blanket purchase agreement.

Status . Page 85/209 . select the price element and click Delete. enter the following information: o o o List Name . On the Create Reusable Price Element List page. Clicking Cancel discards any changes you have made. and then add it to the list again. If you wish to delete any price elements from the list. and returns you to the Price Element Lists page.You can enter up to 240 characters for the price list description. You must remove the element from your list. you receive an error message. If any of the price elements you added to your list is inactive. Description . From the Price Elements menu. On the Price Element Lists page. 5. After you have added the last price element. If you select Inactive. Continue until you have added all the price elements you need.You can enter up to 80 characters for the price list name. click Apply. select the price element you wish to add and click Add to List. A price element list is also validated when it is applied to a negotiation. activate it. 4. click Create Price Element List. 3. To add additional price elements.Oracle Sourcing Help 2. select the price elements and click Add to List. but it must be unique among price element lists. this list cannot be applied to any negotiation.The default status is Active.

You then set up two quantity-based price breaks. The list status (Any.Oracle Sourcing Help To edit a price list: 1. Click the Price Element link under Reusable Lists on the Quick Links section of the Negotiations Home page. For each (non-amount-based) line in your negotiation. 5. and how do I use them? Price breaks allow you to negotiate line prices with your supplier based on characteristics of your order. search and select the list you want to edit. If any price elements are inactive. 2. change the price element list status. or select the price element list and click Edit. you may expect to receive a discount from your supplier if you buy a large quantity of units. click Apply. Example: Assume you are purchasing PC keyboards. you receive the responses shown in the table below. The second offers a price of $18 a unit if purchasing over 500. On the Edit Price Element List page. 7. Active or Inactive). Page 86/209 . For these price breaks. Or you may be willing to pay more per unit if your supplier can ship the order to a special location. you can o o o update the description for the price element list. add or delete price elements from the list.7 What are price breaks.3. or by a certain deadline.) 3. To edit the list. 2.1. The search results display any price element lists matching your search criteria. When you have entered the search data. you receive an error message. The new list is validated. The first few words of the list description. On the Price Element Lists page. 4. You can then enter different assumptions into the system and have it calculate which response is the best. 6. you can either click the price element list name link. For example. you can define as many price breaks as are appropriate. Your suppliers respond to your negotiation specifying their responses to your price breaks. The first offers a price of 19$ per unit if buying more than 100. (This returns all price element lists using that price element. You can search for a particular price list by : o o o o The list name. When you have finished making your changes. You specify 20$ as your start or base price. click Go. and you may specify several quantity levels and the prices you are willing to pay at each. The name of any price element defined to the list.

Supplier 1 is the best response. you can only define price breaks on goods-based line items. To enter price breaks: 1. Setting Up Price Breaks You can only define price breaks for documents with an outcome of blanket purchase agreement. Page 87/209 . Click Select Price Break Settings. Be sure it is not an amount-based line type. the effective date values are not available for price break usage. the system will identify Supplier 2 as the best response. You can control the ability of your supplier to respond to your price breaks. Additionally. If the price breaks are cumulative. you can enter assumptions into the system and it will calculate which response is the best. if you buy 550 PC keyboards. You can allow suppliers to respond with new price breaks of their own as well as edit any price breaks that you suggest. If a line's price breaks are cumulative. given the price break structure defined in the table above. On the Line: Create Line page. or your can restrict them to only offering price responses to the price breaks you define. You can specify what the supplier's response to the price break should be. For example. For each line. define your negotiation line normally. 2.Oracle Sourcing Help Your price break level 1 100 500 Your offered price $20 $19 $18 $19 $18 $15 Supplier 1's Response Supplier 2's Response $19 $17 $16 Once you have entered your price break values and your suppliers have responded to them. Click Select Price Break Settings to access the Create line: Select Price Break Setting page. if you buy 120 PC keyboards. However. the break accumulates as the quantity increases. you can set break prices for: A quantity range A Ship-To Address An effective time period Any combination of the above All price breaks for a single line are either cumulative or non-cumulative.

You can define as many price breaks as are needed to fully define your pricing structure. and click Analyze Price Breaks. 4. On the Analyze Line: Analyze Price Breaks page. Click Add Another Row to define additional price breaks. Select Required to force to supplier to respond to the price breaks you define. you could enter different order quantities and see which supplier response is the best for a certain quantity.4. For example. For example. Analyzing Price Breaks Once you have defined your price break expectations. Search for the negotiation you're interested in. price. and 2) the details that a participant should provide when responding to that item. and effective dates (available for non-cumulative price breaks only). You can enter values for all price breaks you defined and the system will calculate which of the responses is best for the values you entered. you will not be able to negotiate on effective dates. On the negotiations summary page. 4. On the table of negotiations. If you select Non-Cumulative. and your supplier(s) have responded with quotes. 2. If you select None. To analyze price break information: 1. Page 88/209 . 3.4 Additional Creation Topics 2. click the response number link. Item attributes define 1) unique specifications that you set for an item. you can have the system evaluate the supplier responses based on scenario information you enter. click Analyze by Line from the Actions menus and click Go. 2.Oracle Sourcing Help 3. You can set breaks by unit quantity. Select the negotiation line. click Apply. otherwise select optional. 5. Define your price breaks.1 What are some negotiations strategies I can use? When creating a negotiation. For each price break criterion. you can offer a particular target price. you could define multiple price breaks based only on order quantity. you can use a number of techniques to facilitate the results you want: Using item attribute requirements You can add item attributes to any of your items.1. you will not be able to enter price breaks. Ship-To address/organization.1. 5. you can enter different values in the fields under Enter Assumptions and have the system calculate the best response based on the values you enter. Once you have defined all your price breaks. Also select either Cumulate or Non-Cumulative.

Using AutoExtend and Bid Decrement processing (auctions only) o AutoExtend If you set AutoExtend to "yes." your auction is automatically extended if a new best bid is received during the AutoExtend window.Oracle Sourcing Help If you want to ensure that specific details accompany every response to an auction item. Enabling several AutoExtensions can spark several rounds of competitive participation. you specify that bids must improve by the minimum amount you choose. you communicate to participants the threshold beyond which you will not award the auction item. Setting a start price enables you to ensure that no bids above the start price will be accepted. add those details as item attributes. o Target Price Price you hope to pay for one unit of your negotiation item. and mark the item attributes as required. By setting a start price. Bid improvement controls only apply to the current round of bidding. By displaying a target price. They are not carried over from one round of bidding to and subsequent round. o Quote/Bid Start Price Starting price for one unit of your negotiation item. you set an "ideal" threshold toward which the most competitive responders can strive. Bid decrement enables you to eliminate fractional improvements in bid prices. You can also quickly spark a round of competitive participation around your target Page 89/209 . o Bid Decrement If you enable bid decrement. The most competitive bids are often received in the closing minutes of an auction. you allow all bidders the extra time to match and surpass the most competitive bids. Bid decrement accelerates improvements in bid prices and can help you quickly reach .your target price. All participants will be required to submit the requested attribute information with their responses. By enabling AutoExtend.and surpass . Setting a Quote/Bid Start Price and a Target Price You can set a Quote/Bid start price and/or a target price for each item.

Controlling the visibility of competing quotes/bids You can create an open. and immediately know whether they can respond competitively. and will therefore submit their best possible bid price more quickly. if you have an urgent supply need. or sealed negotiation: o Open (auctions only) All buyers can see the responses in the negotiation. You can award the negotiation to multiple suppliers. though the supplier identity is concealed. blind. each of whom has submitted the best price for a particular item or items. you can initiate a new round of bidding on the same auction if you set the Quote/Bid controls to allow multiple rounds of responses (RFQs always permit multiple rounds or quoting). In some cases. you can award business by line item. Page 90/209 . you might consider creating a blind or sealed auction so that bidders cannot see other bidders' bid prices . which allows you to "pick and choose" among the best responses from several suppliers for each item. because bidders are required to anticipate what other bidders will bid. potentially leading to a best response that improves upon your target price.Oracle Sourcing Help price. When you award the negotiation. An open negotiation enables you to eliminate responses that do not improve on the current best prices. Sealed Neither the buyer nor the suppliers can see the responses until they are unlocked and unsealed by the buyer. If you require suppliers to respond to all negotiation items. o In an open negotiation suppliers see the current best price for the negotiation. Allowing multiple rounds of Quoting/Bidding After your RFQ or auction has closed. You might decide to initiate a new round of quoting or bidding if you were unsatisfied with the responses from the first round or if you want to add to or change certain details of the RFQ or auction. "blind" bidding may lead to better bid prices. suppliers may improve response prices on certain items (to remain competitive in the negotiation) while making their margins on other items. Alternatively. o Blind Only the buyer can see the negotiation responses. and increases the likelihood that you will receive competitive responses that drive prices in your favor. Allowing or disallowing partial quotes/bids You can specify that suppliers must respond to all items in the negotiation.

click Cancel. To see event details. You can continue to associate negotiations with the event until the event's inactive date is reached. You may also want to create an event if you want to encourage respondents to participate in multiple. Your event is opened as soon as it is created." Note that any draft negotiations associated with this event are not shown. On the Create Event page. To manage a sourcing event: 1. Using price breaks You can define price breaks on which you can then negotiate with your suppliers to develop a pricing structure based on item quantity. To create a sourcing event: 1. and an inactive date. select the event and click "View Negotiations. 3. or promise date 2.4. similar negotiations. you first create an event. To see the negotiations associated with the event. description. You can then start associating negotiations with it.Oracle Sourcing Help Using price elements Price elements identify additional item costs beyond just price. enter a title. You may want to create a sourcing event if you need to monitor several related negotiations as a group rather than individually. 2.1.2 What is a sourcing event? A sourcing event is group of related negotiations. You can continue associating negotiations with the event until its inactive date is reached. To use events. 4. Once the event is created. you can associate negotiations with the event while creating the negotiation on the Create Header page. To cancel an event. delivery location. 3. Click OK. Clicking OK on the Create Event page or "Events" from the Manage area of Quick Links on the Negotiations Home page takes you to the Manage Events page. Click "Event" under the Create area of Quick Links on the Negotiations Home page. Page 91/209 . You have the choice of canceling only the event or canceling the event and all negotiations associated with it as well. click the event number link. 2. Such costs could include service related costs such as training or consulting services. This takes you to the Manage Events page.

To modify an event's information click Edit. item information. You can also move an inactive date backward although not prior to the current date/time. The public document templates will be available for every Sourcing buyer at your company. Using document templates If many of the negotiations you create contain the same features. you can create attribute lists for use by all Sourcing buyers at your company. An attribute list is a grouping of attributes that are commonly used together to describe a good or service. This allows you to standardize business practices and save time.Oracle Sourcing Help 5. If you are assigned the Manage Invitation List job function. you may want to create a template that you can use each time you create a sourcing document. Using Reusable Invitation Lists You can create Reusable Invitation Lists containing names of suppliers who you frequently invite to your negotiations. If you are assigned the Manage Attribute List job function. you simply open the template and add to or edit details of the template as necessary. in addition to your private ones. On the Edit Event page. you can also create and manage public templates in addition to your private ones. When you create a document using a template. and invitation list are copied into a new document which you can edit if necessary. Invitation lists can be shared across the company.3 Are there any shortcuts available when creating a sourcing document? There are many ways you can streamline the creation of sourcing documents: Copying an existing document You can copy documents that you. terms and conditions. 2. or any other users in your organization. If you are assigned the Manage Sourcing Document Templates job function. Using spreadsheets Page 92/209 . Note that you can move the inactive date forward in time to extend an event. Your template will contain the features that are similar among the negotiations you commonly create. Using Reusable Attribute Lists Attribute lists can streamline the document creation process while providing standardization for negotiation items. have previously created. The public lists will be available for Sourcing buyers at your company. This can help you standardize your business practice as well as speed up the negotiation creation process.4.1. you can create and manage public Reusable Attribute Lists. you can modify the description and inactive date. The details of the document such as the controls.

Oracle Sourcing Help You can download and use spreadsheets to efficiently create and award RFQs and auctions having many line items. Some of this information. Page 93/209 . RFQ.4.1. or the creation process involves collaboration between several people. Using draft negotiations created by AutoCreate in Oracle Purchasing When you AutoCreate requisitions into a Sourcing RFQ or buyer's auction. 2. Or you can use the Manage Draft Negotiations page in Oracle Sourcing to access and submit the draft at a later time. Using draft RFQs/auctions You can create and save an auction intending to submit it later. you can immediately access and edit the draft to continue creating your negotiation. A confirmation message informs you that your draft has been successfully saved. Or you need to create a negotiation but not actually submit it until sometime in the future. The items in your draft negotiation carry information from the backing requisitions. such as item quantity and need-by date are updateable. From this page. At this point you can click "Continue editing your draft" to access your draft for editing click "Manage Draft Negotiations" to access the Manage Draft Negotiations page. such as operating unit and functional currency are not. Creating RFQs/auctions using Autocreate If your company has licensed both Oracle Purchasing and Oracle Sourcing. In each of these cases. or auction in a single session. you can access drafts for editing or submission. Initially creating a draft Once you have completed the Step 1 Describe page. After creating a draft negotiation using requisition information from Oracle Purchasing.4 Can I create and save sourcing documents without submitting them? There may be times when you cannot finish creating your RFI. These draft documents also allow multiple collaborators to work on the same document. you can save your draft from any of the subsequent pages by clicking Save Draft. you can create a draft of the RFI/RFQ/auction and save it for later editing or submission. you can use the Autocreate feature of Oracle Purchasing to select and group requisitions to create draft RFQs or auctions. but other information. Oracle Sourcing creates a draft negotiation which includes all the requisition links you selected.

Once you submit a draft. you always see the drafts which you own or on which you are a collaboration team member.Oracle Sourcing Help When you first access the draft document AutoCreated from Oracle Purchasing. unlock. you can edit. You can always access drafts you own. you are placed into the draft and can update information as needed. it is removed from the list of drafts on the Manage Draft Negotiations page. or delete any of these drafts. you can check the draft information and then submit the negotiation for processing. and you can update all the normal attributes for these items. When you save a draft. the status of the prior negotiation is changed back to Not Awarded. If you click Review and Submit. Accessing and editing draft RFQs/auctions Once you have saved your draft. 2. 1. For public negotiations: Page 94/209 . To access a draft. you are prompted to confirm your deletion. Delete. When you access the Manage Draft Negotiations page. This page lists the drafts created by users at your company. o Using drafts with multi-round negotiations If you have chosen to take a negotiation to an additional round. if you subsequently delete it. If you click Edit. and it available for awarding. you can click Clear Changes to undo any updates since the last time you saved your draft. While editing your draft. select the draft and click Edit. review and submit. You can add additional items to the draft. the status of the previous round is changed to Round Completed and is therefore no longer available for awarding. Note however that once you save the draft. you may be able to access others' drafts as well. you can subsequently access it for editing or submission. Click the Manage Quick Link under Draft to display the Manage Draft Negotiations page. you have the option of saving the new round's information as a draft. If you are the draft creator. and depending on your authorizations. you must complete Step 1 of the creation process. Security on draft negotiations Users with the Create Buyer's Negotiation function can save and subsequently edit their draft negotiations. o o If you click Delete. The draft is deleted from the system. or Review and Submit.

For private negotiations: You must be the negotiation owner or a collaboration team member working on the negotiation to access the draft. The commitments on the contracts. anyone with the Unlock Draft Sourcing Documents function can break a lock on a draft but not access it for editing or submission. is authorized to manage and unlock drafts. If you are a collaboration member with view-only access. If you have both the Manage Draft Sourcing Documents and the Unlock Draft Sourcing Documents. This is a useful authorization for an administrator to have in case a draft needs to be edited. you can view the draft but not edit it. 2. To create a deliverable for a particular negotiation: 1. 3. In addition to the contractual commitments that businesses need to fulfill. you can edit any drafts that are not locked. besides products and services bought or sold. Anyone with the Manage Draft Sourcing Documents function can access and edit drafts created by others at the same company. you can unlock and edit other's drafts from the Manage Draft Negotiations page.Oracle Sourcing Help Anyone with the Edit Draft Sourcing Documents function can access and edit draft negotiations AutoCreated from Oracle Purchasing. for example.1. click Contract Terms in navigation bar in the top left of the page. Search for and apply a contracts template. On the Create Deliverable page define your new deliverable. See the Oracle Procurement Contracts online help for instructions on defining deliverables. they might define other internal tasks that contribute to the overall execution of the contract. as part of the contractual agreement. Page 95/209 . under the terms and conditions of the contract. you can perform whatever tasks are allowed by your function security. If you are a collaboration member not restricted to view-only access. If you have this function and access the Manage Draft Negotiations page. If Oracle Procurement Contracts is implemented.5 How do I create a deliverable and use it in a negotiation document? Businesses enter into contractual agreements with their trading partners and. You can update a deliverable if needed or delete it altogether 4. Additionally. Click the Deliverables subtab and check that any deliverable already defined to this template is applicable for your negotiation. click Add Deliverable. but the buyer has locked it and is subsequently unavailable. On the Create Header page. are classified as deliverables. 2. To add a new deliverable. will have commitments to fulfill. by default. Note: The Sourcing Super User. you can create a deliverable and assign it to a negotiation.4. 5. on vacation.

Search for the negotiation you want to copy. otherwise click Publish to open it for responding. click Contract Terms in the navigation bar at the top left side of the page. Page 96/209 .7 What are contract terms and conditions.6 How do I copy a sourcing document? You can copy sourcing documents that you or any other users in your organization have created. You need the Manage Contract Terms responsibility to create and maintain contract terms on negotiation documents.4. Using contract terms is an easy way to create and maintain standardized contract text which can be customized as needed.1.4. Edit your new negotiation by continuing through the creation steps. and deliverables are available if Oracle Procurement Contracts is implemented). click Apply. click Review. then click Submit for Approval if approvers are specified for this negotiation. Verify your negotiation information. and how do I use them in my negotiation? If Oracle Procurement Contracts is installed and licensed. 2. When you have finished creating your new negotiation. RFQ. Click "Copy" under the Create section of Quick Links on the Negotiations Home page. click the Copy icon at the right of the page. On the Create Negotiation page. 3. or auction). This includes any contract clauses or deliverables (terms. You can use contract terms to specify legal and other requirements for your negotiation. To apply contract terms to your sourcing document: 1. you can click Apply and Create Another. you can create contract terms and apply them to your negotiation. You can copy an existing document to create a new document of the same type (RFI. You can click the negotiation number to see details about the negotiation.1. Note that you will have to specify new Open Date and Close Date values 6. You need the Contracts Terms Library Administrator responsibility to create and maintain clauses and contract templates in the Contract Terms Library. 2. you can define your next deliverable. conditions. Clicking Copy places you on a new Create Header page with the existing information inserted.Oracle Sourcing Help 6. 5. Once you have found the negotiation you are interested in. After you have finished defining your deliverable. Note that most of the information you defined previously is carried forward into the copy. If there are multiple deliverables to define. 2. 4. To copy an existing negotiation: 1. Once the page refreshes.

If you receive any error messages. For AutoCreated lines. or clicking Review to inspect the negotiation prior to publishing it. The Requisition Line Details page displays information in the following areas: o Requisition Page 97/209 . adding any additional lines. On the Create Contract Terms page. you must correct them and validate again. click the requisition number link to view detailed information on the line. and then click the Details icon. For example. continue by either clicking Suppliers to define a supplier invitation list. Or you may need the name of a contact who can answer questions you have about the negotiation line. When you have completed your contract terms. 3. click the requisition number link. Select Validate from the Actions menu to verify the validity of the contract terms you are defining. 4. 2.1.8 How do I view the backing information for lines AutoCreated from Oracle Purchasing? You can use the AutoCreate feature of Oracle Purchasing to use existing requisition information in Oracle Purchasing to create an RFQ or auction in Oracle Sourcing. See the Oracle Procurement Contracts online help for information on using contract templates. After you have created your header by adding a title (and adding/modifying any other information) clicks Lines in the top left navigation bar. You can see this line information on the View Requisition Line Summary display.4. delete or modify text. This includes all the other tasks such as creating your header. specifying negotiation controls. 5. you may need to view the demand linked to a particular negotiation line. 3. you can access it and continue creating your negotiation. Once the new draft negotiation has been created. Click Apply Template.Oracle Sourcing Help 2. Along the way. See the Oracle Procurement Contracts online help for instructions on modifying clauses. 2. 6. On the Requisition Summary page. The Create Lines page displays any lines AutoCreate created using requisitions in Oracle Purchasing and allows you to create additional lines if necessary. search for and select a contract template from the list of values. You can add. To view the backing requisition information during negotiation creation: 1. 5. You can edit the clauses applied by the template as needed. and possibly inviting suppliers. you may wish to view the requisition line information for the lines that AutoCreate carried over from Oracle Purchasing. 4.

Such activities can be negotiated by using amount based line types. Each member can be assigned specific tasks. you might need to negotiate training or consulting services. This includes the entire life of the sourcing document from the initial creation to the award process.9 What are amount based line types. Page 98/209 .4. and creating document outcomes.4. 3. inviting additional suppliers. 4. From the negotiation summary page. but more of a service or activity.1. Click the number link in the Line column. The possible values are defined in Oracle Purchasing. and some team members may be required to approve the final document before delivery to potential suppliers. Buyers can optionally grant full access to some team members while restricting others to read-only access. you can specify that an item is amount based by selecting an amount based Line Type value. For example. 2. 2. click the Lines subtab. Access the negotiation.1. A category value may also appear if your administrator has defined a default category for that line type. buyers can nominate collaboration team members to participate in the creation and administration of the sourcing document. Such tasks could include defining the item attributes. This takes you to the Requistion Detail page. click the number link in the Requisition column. When you create a negotiation.10 How do collaboration teams work? When creating a negotiation.Oracle Sourcing Help o o o o o o Negotiation Order Shipment Receipt Invoice Payment To view the backing requisition information after the negotiation has been published: 1. the quantity and unit of measure defaults to the values defined by your administrator and is display only. For the line whose requisition information you wish to view. and how are they used? Sometimes the item you need to negotiate is not a number of discrete units. awarding business to supplier. This takes you to the Requisition Summary page. If you select a line type that is amount based. 2.

notifications are sent between the buyer and the document approvers. Approvers can be added or removed as necessary at any time before the sourcing document is submitted for approval. For each member. the buyer identifies: If the member is an approver. If the member has read-only access. The buyer and the buyer's manager are automatically identified as team members. You must have modification access and the functional security of "Manage Collaboration Team" to modify the collaboration team definition. which is determined from the owning operating unit. Note: This rule is only in effect if the profile option HR: Cross Business Group is not set to Yes. If the profile option is set to Yes. Team members can be optionally assigned tasks with target dates.1. Document Approval Process Any user who is on the Collaboration Team can be designated as an approver for that document. but members can be restricted to read-only access where appropriate.11 Who can participate as team members? The negotiation creator and anyone with Manage Collaboration Team job function can add/delete team members. The approval process is not hierarchical. Anyone with this job function can publish the approved negotiation to suppliers. all members have full access to the sourcing document. Any other user from the same buying organization can be added. Collaboration team members must belong to the business group of the negotiation. By default. Page 99/209 . all approvers can access and approve the document simultaneously. the buyer can add employees from different business groups. You can define a collaboration team when creating the document or you can use document templates to define collaboration teams. Once the document has been approved. there is an area where a buyer can identify collaboration members. Note that throughout the approval process. a Publish button appears to anyone who has the Publish Negotiations job function. If the buyer changes the operating unit after defining the negotiation team. Team members with required tasks should indicate when those tasks are completed. Any user who has access to modify a draft document and has the functional security of "Manage Collaboration Team" can change the list of approvers.4.Oracle Sourcing Help 2. the system will validate that the team members belong to the new business group of the operation unit. The buyer and the buyer's manager always default to the team and cannot be removed. The buyer can search for and select additional collaboration team members if necessary. no changes can be made to it (other than having approvers removed) unless the document is rejected. Adding Collaboration Members On the Create Header page. Not until the document is approved and published are notifications sent to suppliers about the document. Once the document has been submitted for approval. There are no dependencies among approvers.

members of the document collaboration team (if any). Security Levels and Collaboration Teams The use of collaboration teams allows document creators to select a number of collaborators for the document creation and administration and define flexible security rules that can apply to each collaborator. Also. when the target date is. the creator's manager. and the Security Hierarchy members defined in Oracle Purchasing for that document type. 2. All members identified as approvers must approve the final version before the document can be published.1.1. Global agreements: Page 100/209 . 2. See How do collaboration teams work? for more information on collaboration teams. and how do I use them? Global agreements allow buying organizations to negotiate pricing and define agreements on behalf of a shared central environment.Oracle Sourcing Help If that member has been assigned a task. meaning they can view but not update the document throughout its lifecycle. Execution against global agreements can be performed by multiple local operating units.4. the creator's manager.4.13 What are global agreements. Other members can be selected as approvers of the document. There are three possible security levels a buyer can select: Public The document can be viewed by any other buyers in the buying organization. selected members can be assigned specific tasks which they must complete. and if so. Hierarchy The document can be viewed only by the creator. This is in contrast to a regular blanket purchase agreement which can exist only within the realm of a single operating unit. some collaborators can be defined as having read-only access.12 How do security levels work? Buyers creating sourcing documents can control visibility to the document by specifying a security level during the describe negotiation step. and members of the document collaboration team (if any). Private The document can be viewed only by the creator. For example.

and the agreement follows the approval policy for this organization. Although the agreement is meant for usage in multiple organizations. standardization on global terms and conditions with each supplier with optional flexibility to override at the local level. Page 101/209 . all control and maintenance responsibilities remain within the organization that originally negotiated the agreement. These include such terms as FOB terms. supplier performance. Defining Agreement Scope Sourcing professionals can negotiate prices on behalf of multiple organizations within an enterprise and then enable the resulting agreement (prices + terms and conditions) to be shared by those organizations for procuring products and services. this includes: canceling lines freezing the agreement putting the agreement on hold closing the agreement. The negotiating organization of the agreement should own sole responsibility for approval of the agreement. There are certain terms and conditions which apply globally regardless of where a release is being performed. total release amount. and agreement currency. achieve timely and accurate reporting information on agreement usage. global agreements have effective start and end dates. provide a standardized set of goods and services across a company. All approval submission checks applicable for the blanket purchase agreement are in effect for the global agreement as well. the agreement unambiguously identifies the parties between whom the agreement was originally crafted. and attachments.Oracle Sourcing Help leverage buying power of all organizations within a company by negotiating and managing global discounts on pricing. Agreement Usage Like blanket purchase agreements. and item utilization. But there are also terms which will depend on the organization performing a release against the agreement such as bill-to address. This includes the negotiating organization in the deploying enterprise and the supplier/supplier site combination which represents the selling party Managing the agreement Although the agreement can be used by multiple organizations. freight terms.

On the Create Header page. If there are multiple deliverables to define. To create a deliverable for a particular negotiation: 1. See the Oracle Procurement Contracts online help for instructions on defining deliverables. you can define your next deliverable.2 Using Oracle Services Procurement and Oracle Procurement Contracts 2. In addition to the contractual commitments that businesses need to fulfill. you can create a deliverable and assign it to a negotiation. Click the Deliverables subtab and check that any deliverable already defined to this template is applicable for your negotiation. click Contract Terms in navigation bar in the top left of the page. You can update a deliverable if needed or delete it altogether 4.1 How do I create a deliverable and use it in a negotiation document? Businesses enter into contractual agreements with their trading partners and. To add a new deliverable. besides products and services bought or sold. they might define other internal tasks that contribute to the overall execution of the contract. Page 102/209 . click Add Deliverable. Once the page refreshes. under the terms and conditions of the contract. as part of the contractual agreement. will have commitments to fulfill. The commitments on the contracts. you can click Apply and Create Another. 5. 2. click Apply. If Oracle Procurement Contracts is implemented.2. 6. On the Create Deliverable page define your new deliverable.Oracle Sourcing Help 2. 3. Search for and apply a contracts template. After you have finished defining your deliverable. are classified as deliverables.

6. Job Details. The Description. To define a temporary labor. make sure you select a temporary labor.2.2. There is a fixed amount limit attached to the service. or consulting services. 5. Enter values in your price fields if necessary. The charge for this type of service is based on a flat amount for the service provided. 9. Also. Select the price type (for example. Page 103/209 . Search and select a job from the Job menu. and click Go. On the Lines: Create Line page.Oracle Sourcing Help 2. click Select Price Break Settings and ensure it is not set to None. The charge for this type of service is based on hourly rates per person. you can create documents that negotiate for many different types of services.3 How do I define services related lines? Services related line types allow you to negotiate on labor contracts. . and specify the differential associated with this price type. ensure that you choose Blanket Purchase Agreement as the negotiation outcome for temporary labor line types. temporary administrators. You can negotiate for: Rate-based temporary labor such as office clerical work or a database administrator who charges by unit of time and has higher rates on the weekend. select Online to continuing entering your line description online. If you need to specify price breaks. 3. For temporary labor line types. 8. Specify how price differentials are to be used within the negotiation (for example. You can include services-related lines with regular amount-based and goods-based lines. rate-based line: 1. Fixed-price temporary labor such as contractors. Create attributes as needed to solicit additional information for this line. rate-based line type. or click Load from Spreadsheet to upload a previously completed spreadsheet file containing all the line information 2. From the Add Line menu on the Create Lines page. maintenance services. make sure you select the Global Agreement checkbox. vacation). Unit of Measure and Category will default according to the Job you select. General services fixed-price lines use a negotiation outcome of standard purchase order. Fixed-price services such as corporate accounting services. 4. is a response to the price differential required) 7. 2. if appropriate.2 What kind of services can I negotiate for? If Oracle Services Procurement is installed and licensed. Enter your price breaks including Price Differentials.

4.2. and Category will default according to the Job you select. make sure you select a temporary labor. search for and select a contract template from the list of values. Page 104/209 . Search and select a Job from the Job menu. See the Oracle Procurement Contracts online help for information on using contract templates. On the Lines: Create Line page. Create attributes as needed to solicit any additional information for this line. 6. Provide the line with a description and select a Category value.4 What are contract terms and conditions. On the Lines: Create Line page. add notes or attachments to the supplier. and how do I use them in my negotiation? If Oracle Procurement Contracts is installed and licensed. Create attributes as needed to solicit additional information for this line. Follow steps 1 and 2 above. 6. To apply contract terms to your sourcing document: 1. click Contract Terms in the navigation bar at the top left side of the page. 5. 2.Oracle Sourcing Help 10. and then click Go. Continue defining the remainder of the negotiation. add any notes or attachments to the supplier. 5. and then click Go. Continue defining the remainder of the negotiation. On the Create Negotiation page. You need the Manage Contract Terms responsibility to create and maintain contract terms on negotiation documents. add notes or attachments to the supplier. You need the Contracts Terms Library Administrator responsibility to create and maintain clauses and contract templates in the Contract Terms Library. On the Create Contract Terms page. fixed-price line: 1. You can use contract terms to specify legal and other requirements for your negotiation. 2. 2. fixed-rate line type. To define a general services fixed-price line 1. Finally. you can create contract terms and apply them to your negotiation. To define a temporary labor. 3. make sure you select a general services. fixed-price line type. Job Details. The Description. Continue defining your negotiation. Finally. Finally. 2. 11. 3. Follow steps 1 and 2 above. Using contract terms is an easy way to create and maintain standardized contract text which can be customized as needed. 4.

You can also monitor the progress of your open negotiations. Review and Submit). This takes you to the negotiation summary page for that negotiation. You can edit the clauses applied by the template as needed. 2. search for the negotiation you wish to access. From the Results display. Click Apply Template.1 Monitoring Negotiations How do I access negotiations? The Negotiations Home page is the central point of access for all your negotiations. You can add. 6. If you receive any error messages. continue by either clicking Suppliers to define a supplier invitation list. From here. Page 105/209 . Click the "Manage" link under Draft in the Quick Links section of the Negotiations Home page. To search for your negotiations in progress: At any one time.3. On the Manage Draft Negotiations page. Select Validate from the Actions menu to verify the validity of the contract terms you are defining. When you have completed your contract terms. See the Oracle Procurement Contracts online help for instructions on modifying clauses .Oracle Sourcing Help 3. or clicking Review to inspect the negotiation prior to publishing it. 4. 5.3 2. 2. To access a draft negotiation: You can use draft negotiations to spread out the creation process over several sessions. You can also use drafts to allow a team of collaborators to all work on the same negotiation. 3. you can create and submit new negotiations and continue working on any draft negotiations you have in progress. you must correct them and validate again. Follow the instructions in How do I create a new negotiation? to create a new negotiation. Unlock. you may have several ongoing negotiations. select a negotiation and click the appropriate button (Edit. To access a draft negotiation: 1. delete or modify text. To create a new negotiation: Click the appropriate link under the Create section of Quick Links. You can monitor the progress of these negotiations by clicking the Number link for that negotiation's entry in the Your Negotiations at a Glance section of the Negotiations Home page.

2. 2. You also search for all open negotiations to which you have access. From the Negotiations Home page.3. you can either Select View Response History from the Actions menu and click Go. It is when the buyer receives the offline copy of the response or when the supplier mails/faxes the response. 3. a surrogate bid can be entered into the negotiation.Oracle Sourcing Help Note that the Your Negotiations at a Glance section shows a limited number of entries based on time remaining. enter the Bid/Quote Received Time. You can also use the Graphical Monitor to view and compare responses to your negotiation. On the Create Surrogate Bid/Quote: Select Supplier and Contact page. Select a contact for the supplier and click Create Surrogate Bid/Quote. Click the Responses number to access the Details page for the negotiation. Continue from the Terms and Conditions page with regular a response if terms and conditions are required. access the negotiation in which you wish to bid by clicking its number. 5. If you do not see your negotiation. Clicking the number of your negotiation takes you to the negotiation summary page. To see the complete list of negotiations you created. Sign on to Oracle Sourcing with Sourcing Super User responsibility. enter the name or contact of the surrogate supplier in the Supplier field and click Go.2 How do I monitor the negotiations I have created? Access the negotiation you wish to monitor. Page 106/209 . Oracle Sourcing buyers can place surrogate bids on behalf of such suppliers. select Create Surrogate Quote/Bid from the Actions menu. 2. 4. On the negotiation summary page. and then click View Response History to see information on responses to this negotiation. and click Go. 6. On the Create Bid/Create Quote page. Click the negotiation number to access the negotiation summary page where you can see information on the negotiation. From the negotiations summary page. 7.3.3 How do I respond on behalf of suppliers without Internet access? Sometimes suppliers cannot place their responses online since they have no online access. click Full List. Once the buyer has received all the bid/quote information. Negotiations in which you are participating appear under Your Negotiations at a Glance. click Full List. To place a surrogate bid on behalf of a supplier: 1.

o o o Note: The graphical monitor is not available for sealed style negotiations until they are unlocked. From the Negotiations Home page. click Full List. To view information on responses.5 How do I use the Graphic Monitor to compare competing quotes or bids for a particular negotiation line? For any line in your negotiation. 5.4 What are Your Negotiations at a Glance? The Your Negotiations at a Glance feature allows you quick access to all of the open negotiations in which you are currently participating. select the negotiation and click the Graphic Monitor icon. From the Search Results display. select the line and click Analyze. 2. All participants can view the graphical monitor in open style negotiations.Price/Score by Time or Price by Score. To use Your Negotiations at a Glance: Under the Your Negotiations at a Glance area of the Negotiations Home page. then click View Monitor. identify the negotiation you wish to view. response controls or invitation list. Select a negotiation item. select the responses you wish to compare and click Compare. To compare negotiation attribute values for competing responses: 1. To view a complete list of your negotiations.Oracle Sourcing Help 2. click the graph icon to the right of the negotiation. To view messages sent to you from suppliers (if any) click the number link under the Unread Messages column. Page 107/209 . To perform a side-by-side analysis on all responses to the line. Only buyers can view the graphical monitor in blind style negotiations. 2. On the Analyze Line page. you may receive responses from multiple suppliers. click the number link in the Responses column. click the negotiation number link.3. Note that the table displays only a limited number of entries. 4. perform a simple or advanced search to locate the negotiation whose responses you want to compare. To view the graphical monitor of a negotiation. Select the line(s) whose responses you wish to inspect and choose the type of monitor you wish to view .3. You can easily compare the negotiation attribute values for these competing responses. o To view the information about the negotiation such as item information. 3.

You can download bids whether the negotiation is open or closed. From the Your Negotiations at a Glance section. 2. click the negotiation number for the negotiation to access the Negotiation Summary page. 5.3. Save the file. The Analyze Line: Compare Quotes/Compare Bids page displays a sideby-side comparison of the response details for all responses you chose to compare. If there are any attachments. You can pause your cursor over each section of the bar to see the exact response value to that segment. Note that there may be two other charts available on the page depending on how you defined your negotiation attributes. select the type of spreadsheet you wish to down load. the chart will show the total price calculated by combining all the responses to the price elements. If you have never used spreadsheet files before. This is useful if you have received a large number of responses and want to compare them offline. Save the file to a convenient location. 4.Oracle Sourcing Help 6. Page 108/209 . The Attribute Group Scores chart compares competing responses in terms of attribute group totals.6 How do I download the responses I have received? You can download all the bids and quotes you receive for a negotiation into a spreadsheet for offline viewing. On the Export Quotes/Bids to Spreadsheet page. Each response is identified by its response number. Open the file and complete it according to the directions in the Instruction file. there will be only one segment for each graph with that segment comparing simply the price. If you defined price elements to be included in your price calculation. The Price Analysis chart compares the calculated line prices offered by the responses. You can also update the spreadsheet with your award decisions and then upload it to identify winning responses. On the Negotiation Summary page. You can use an Excel spreadsheet file or a text spreadsheet file. you can view them by clicking the icon in the Notes/Attachment row. 2. 3. These charts compare different aspects of the responses. you should also download the Instructions file. If you did not use price elements in your negotiation. You can display these charts by clicking the triangular icon labeled Show Chart. To download responses: 1. select Export Quotes/Bids from the Action menu.

The Analyze by Line page displays a table with an entry for each line in the negotiation and important information such as the best quote/bid. you can also use a spreadsheet to perform your analysis offline. You can see the number of active bids against each line and the best quote/bid determined by the system for that line.You can use AutoAward to have the system pick the best award. On the negotiations summary page. it will use the the price being offered by the supplier for the most basic way method of ranking responses. However. 2. click Analyze by Bid/Analyze by Quote from the Actions menu. AutoAward uses the ranking capabilities and methods available in Oracle Sourcing to obtain its best award recommendation. as well as additional information about each line including any backing requisition information. And if there are may lines or lines with complex attributes. 3. the resulting Monitor page shows your responses in a graph : If you select a line and click Analyze.Oracle Sourcing Help 6. upload your awards into the system. You can click Compare to obtain a more complete. the resulting Analyze Line: page displays additional information about the responses to that line. After you have completed your award decisions. side-by-side display of all the responses. If you select a line and click Graph Price. including that response's rank. To analyze by line: 1. 2. AutoAward can also use calculations available from Multi-Weighted Page 109/209 . The Compare Header Attributes page presents a side-by-side comparison of the attributes. or where the response does not include responses to all negotiation lines. select Analyze by Line from the Actions menu and click Go. Note that the partial response icon denotes responses where the response quantity is lower than the quote/bid quantity for at least one of the lines of the negotiation.7 How do I analyze the responses I have received? There are several ways of analyzing the responses you have received for your negotiation. You can analyze by line or by response (you obtain different information depending on which type of analysis you perform). You can inspect the header attribute values (if any) by selecting multiple supplier responses and clicking Compare Header Attributes. o To use the AutoAward recommendation AutoAward is a feature you can use when you need a quick. The Analyze by Bid/Analyze by Quote page shows the response details from the different suppliers. o You can select any one entry in the table and click Graph Price or Analyze. For example. 2. To analyze by response: 1. standard award.3. From the negotiation summary page for this negotiation.

4. On he negotiations summary page. Once the negotiation is closed. The first offers a price of 19$ per unit if buying more than 100. You then set up two quantity-based price breaks. You can use AutoAward to quickly generate a benchmark against which other ranking methods and scenarios can be compared. and you may specify several quantity levels and the prices you are willing to pay at each. On the Analyze by Spreadsheet page. you can define as many price breaks as are appropriate. Your suppliers respond to your negotiation specifying their responses to your price breaks. select Analyze by Spreadsheet from the Actions menu and click Go. or by a certain deadline.Oracle Sourcing Help Scoring negotiations to determine the best overall total cost. you may expect to receive a discount from your supplier if you buy a large quantity of units. select: which type of files to download. For each (non-amount-based) line in your negotiation.htm file) to process the spreadsheet. 5. 1. The AutoAward Recommendation page displays the response(s) that AutoAward has decided best fit the negotiation requirements. select View AutoAward. Download and save the file. From the negotiation summary page for this negotiation. To download responses via spreadsheet for analysis: You can use the spreadsheet download feature to perform many tasks offline. and how do I use them? Price breaks allow you to negotiate line prices with your supplier based on characteristics of your order. For these price breaks. 3. Example: Assume you are purchasing PC keyboards.8 What are price breaks. 2. Your level 1 price break Your offered price $20 Supplier Response $19 1's Supplier Response $19 Page 110/209 2's . 2.3. Or you may be willing to pay more per unit if your supplier can ship the order to a special location. As long as you have not closed the negotiation. you receive the responses shown in the table below. you can download a spreadsheet with which to make award decisions. you can use the spreadsheet download feature to export the response information for analysis offline. You specify 20$ as your start or base price. For example. Click Export. Open the file up and use the instructions in the readme file (the . You can then enter different assumptions into the system and have it calculate which response is the best. The second offers a price of $18 a unit if purchasing over 500.

otherwise select optional. Setting Up Price Breaks You can only define price breaks for documents with an outcome of blanket purchase agreement. 3. You can specify what the supplier's response to the price break should be. you can enter assumptions into the system and it will calculate which response is the best. Click Select Price Break Settings to access the Create line: Select Price Break Setting page. If a line's price breaks are cumulative. Supplier 1 is the best response. you can set break prices for: A quantity range A Ship-To Address An effective time period Any combination of the above All price breaks for a single line are either cumulative or non-cumulative. Be sure it is not an amount-based line type. given the price break structure defined in the table above. you will not be able to negotiate on effective dates. To enter price breaks: 1. the system will identify Supplier 2 as the best response. Also select either Cumulate or Non-Cumulative. you will not be able to enter price breaks. you can only define price breaks on goods-based line items. define your negotiation line normally. Click Select Price Break Setttngs. Additionally. However. 2. Select Required to force to supplier to respond to the price breaks you define. For example. For each line. the break accumulates as the quantity increases. Page 111/209 . If the price breaks are cumulative. You can control the ability of your supplier to respond to your price breaks. the effective date values are not available for price break usage. if you buy 550 PC keyboards.Oracle Sourcing Help 100 500 $19 $18 $18 $15 $17 $16 Once you have entered your price break values and your suppliers have responded to them. If you select None. You can allow suppliers to respond with new price breaks of their own as well as edit any price breaks that you suggest. or your can restrict them to only offering price responses to the price breaks you define. On the Line:Create Line page. If you select Non-Cumulative. if you buy 120 PC keyboards.

you could enter different order quantities and see which supplier response is the best for a certain quantity. 2. For example.9 How do buyers and suppliers communicate while a negotiation is in progress? There may be times when buyers and suppliers need to contact each other directly for additional information or clarification. Using an online discussion Once a negotiation is published. On the negotiations summary page. and effective dates (available for non-cumulative price breaks only). For each price break criterion. 2. Clicking the Unread Messages number link takes you to the Online Page 112/209 . You can enter values for all price breaks you defined and the system will calculate which of the responses is best for the values you entered. 5. click the response number link. you can participate in a online discussion by clicking the number link under Unread Messages (under "Your Negotiations at a Glance" for Sourcing Buyers. Search for the negotiation you're interested in.3. You can set breaks by unit quantity. you can have the system evaluate the supplier responses based on scenario information you enter. Click Add Another Row to define additional price breaks. participants can communicate with each other by entering into an ongoing conversation called an online discussion. For example. On the Analyze Line: Analyze Price Breaks page. click Apply. 3. click Analyze by Line from the Actions menus and click Go. Define your price breaks. Analyzing Price Breaks Once you have defined your price break expectations. and "Your Active and Draft Responses" for Sourcing Suppliers). 4. To analyze price break information: 1. Once you have defined all your price breaks. you can offer a particular target price. you could define multiple price breaks based only on order quantity. Select the negotiation line. and your supplier(s) have responded with quotes. price. 5. On the table of negotiations. Once a negotiation has been published. You can define as many price breaks as are needed to fully define your pricing structure. you can enter different values in the fields under Enter Assumptions and have the system calculate the best response based on the values you enter. Ship-To address/organization. and click Analyze Price Breaks.Oracle Sourcing Help 4.

The Reply to Message window opens. You can display all discussions associated with this negotiation by clicking Printable Page. and then print. click Reply. The Create New Message window opens. Enter the text of your response and click Send. For each discussion. To see the text of a message. You can also initiate an online conversation from the negotiation summary page. The Message window displays the text of the message and other information such as the time. date. Fill out the network print box and click Print. In this window you o o o select the recipient(s) of the message. The Subject: label identifies each discussion. there is an entry for the original message initiating that discussion as well as all replies to that message. Online Conversation Participants Messaging Capabilities The table below details the rules governing the messaging capabilities of the negotiation creator and the respondents. and recipients of the message. To print this message. click Reply. Note that the rules vary depending on the style of negotiation. enter the full text of the message .Oracle Sourcing Help Discussion page. click New Message. To reply directly to a message. o o To reply to the message. then the Status of the message is either Read or Replied. To create a new discussion. The Online Discussions page displays all discussions associated with this negotiation (there can be multiple discussions for a single negotiation). When you have finished entering your message. click Print. specify the subject heading for the message. click the link under the Message column. If you have read and/or replied to a message. Negotiation Style Open Negotiation Blind Negotiation Negotiation Creator Can Respond to One or more respondents One or more respondents Negotiation Respondents Can Respond to Creator only Creator only All respondents Page 113/209 Sealed Negotiation All respondents . The newest entries appear at the top of the table . Enter your reply text and click Send. A new discussion thread is created by the system. click Send.

Under the Your Negotiations at a Glance section on the Negotiations Home page. On the Extend RFQ/Extend Auction page. click the negotiation number link for the negotiation to which you wish to add additional suppliers. For example. select the Extend RFQ/Extend Auction option from the Actions menu and click Go. 2. Additionally.3. your new close date is January 22. your new close date is January 18. need-by date. click Full List. You cannot manually extend your negotiation after it has closed. 5.3. when creating this negotiation.Oracle Sourcing Help 2. If. However. click the negotiation number for the negotiation you wish to extend. Page 114/209 . Click Apply. If your negotiation is not displayed. and your new award date is January 27.11 How do I extend a negotiation that is in progress? You can extend an negotiation beyond its scheduled close date and time only if you set your response controls to allow manual extension. Select Add Invitees from the Actions menu and click Go. and your award date remains January 20. To add suppliers to a negotiation: 1. Under the Your Negotiations at a Glance section of the Negotiations Home page. 4. if your negotiation includes a January 15 close date and a January 20 award date. 3. if you extend that auction for only 3 days. You can also enable AutoExtend or modify your AutoExtend settings if you wish. Click Apply. these dates will also be extended by the same number of days that you extend your negotiation if the dates are scheduled to occur before your extended close date. On the Invite Additional Suppliers page. specify a new close date and time. follow the instructions to add new suppliers. 3. A notification will be sent to all participants. click Full List. If you don't see the negotiation. and you extend that auction for 7 days. 6. To manually extend your negotiation: 1. 2. On the negotiation summary page. Enter a new close date and time. and/or long-term agreement dates. 2.10 Can I invite additional suppliers to a negotiation I've already created? Any user assigned the appropriate function can add suppliers to a negotiation any time before the negotiation closes. you cannot extend an auction after its first AutoExtension has been triggered. you entered an award date.

You can also review and extend your auction's scheduled close date and time. However. select the Extend Auction option from the Actions menu and click Go.Oracle Sourcing Help How do I change my auction's AutoExtend settings while the auction is in progress? You can initially set your auction's AutoExtend settings while defining bid controls. you can change the number of times that the auction can AutoExtend. 3. You can modify the following AutoExtend options: o o o o Lines you want to AutoExtend (AutoExtend all lines. Page 115/209 . However. Under Your Negotiations at a Glance on the Negotiations Home page. Once you have made your changed. To change your auction's AutoExtend settings: 1.3. but you cannot change any other AutoExtend settings. but you cannot change any other AutoExtend settings. click the number for the negotiation whose AutoExtend values you wish to change. you can change the number of times that the auction can AutoExtend. 2. or only those that receive bids during the AutoExtend period) Number of extensions allowed Length of each extension Start time of each extension (at the scheduled auction close time. If your auction enters AutoExtend mode. On the Extend Auction page. click Apply. you can still enable AutoExtend (if not enabled initially) or modify your initial AutoExtend settings after the auction opens for bidding if you selected "Allow manual extend when negotiation is open" while setting the bid controls. On the negotiation summary page.12 How do I change my auction's AutoExtend settings while the auction is in progress? You can initially set your auction's AutoExtend settings while defining bid controls. 2. You cannot enable or modify AutoExtend settings for an auction that is in a preview period or has closed for bidding. you can still enable AutoExtend (if not enabled initially) or modify your initial AutoExtend settings after the auction opens for bidding if you selected "Allow manual extend when negotiation is open" while setting the bid controls. If your auction enters AutoExtend mode. review your current AutoExtend settings (if any). or upon receipt of a new winning bid). 4. You cannot enable or modify AutoExtend settings for an auction that is in a preview period or has closed for bidding.

To change a supplier's shortlist status: 1. 2. On the negotiation summary page. and you are making your award decisions. 3. select Award by Quote/Award by Bid from the Actions menu. The first group consists of suppliers whose responses fall within an acceptable range and can be considered candidates for awards. The second group includes suppliers whose responses are unacceptable and whose further responses will be ignored for awards. click Apply. Close the negotiation if it is not already closed. you may wish to eliminate certain suppliers whose offers were not acceptable. you will see all the responses from the last round. Their response information is displayed only for comparison and analysis. You can modify the following AutoExtend options: o o o o Lines you want to AutoExtend (AutoExtend all lines. select the suppliers and click Change Shortlist Status. 4. you will not be able to award them any business. For example.13 What is shortlisting and how do I use it? Shortlisting is a way to divide suppliers who have provided responses to a negotiation into two groups after response analysis. Responses from these suppliers are no longer considered as viable for award decisions. All suppliers who participated in your negotiation are initially included in the shortlist. 3. or upon receipt of a new winning bid) 4. click the number for the negotiation whose AutoExtend values you wish to change. On the negotiation summary page. Once you have made your changed. If you choose to shortlist any suppliers. Under Your Negotiations at a Glance on the Negotiations Home page. Note: Once the negotiation is closed.You must remove the supplier from the list by changing its status. and click Go. search for and select the negotiation. select the Extend Auction option from the Actions menu and click Go. You do this by removing these suppliers from the short list.3. On the Award by Quote/Award by Bid page. after the analysis of a first round of responding in a multi-round negotiation. 2. Page 116/209 . 2. On the Extend Auction page. You can also review and extend your auction's scheduled close date and time.Oracle Sourcing Help To change your auction's AutoExtend settings: 1. review your current AutoExtend settings (if any). On the Negotiations Home page. or only those that receive bids during the AutoExtend period) Number of extensions allowed Length of each extension Start time of each extension (at the scheduled auction close time.

Possible Description Modifications *Title/Style You can give your negotiation a new name and change the negotiation style. RFQ.3. or auction has closed. You can Page 117/209 . none of the previous responses submitted are available for awarding. Possible Collaboration Team Changes You can change the makeup of the collaboration team working on this negotiation. To initiate a new round of responding: You can only initiate a new round of responding after the current round has closed. 2.Select Start New Round from the Actions menu and click Go. or you must manually close it early. From the Results: Negotiations display. click the Number link for the negotiation you wish to see. On the Create New Round: Header page.14 How do I initiate a new round of responding? After your RFI. or auction has closed. You can also enter search values in the Search Negotiations fields to search for a negotiation. 2. RFQ. you have the option of downloading only responses from shortlisted suppliers. update your negotiation's header details as appropriate (*indicates a field that must be entered prior to the new responding round). 3. You must either wait until the negotiation reaches its close date and time. . If the negotiation you're looking for is not displayed under Your Negotiations at a Glance. click the Full List button to see a display of all your published negotiations. you can initiate a new round of responding if you set the controls to allow multiple rounds of responses (RFQs always permit multiple rounds of quoting). After you initiate a new round of responding.Oracle Sourcing Help Note: If you choose to download your responses into a spreadsheet and make your award decisions there. select a negotiation by clicking its Number link under the Your Negotiations at a Glance section. On the Negotiations Home page. You can add new members and/or delete existing members. you can initiate a new round of responding from the negotiations summary page: 1. After the RFI. Security Level You can change the level of security on the negotiation.

you might have turned the ranking off during your previous round because you only wanted to gather information about potential trading partners but did not wish to rank them yet. Possible Negotiation Currency Changes If this is a multi-currency negotiation. Line Changes You can modify the lines included in the negotiation. For example. you might wish to start the actual ranking process. or you can also identify other important attributes for your negotiation items and define weighting values to indicate their relative importance.Oracle Sourcing Help update members' approval status. When you are finished making line changes. you can change the date to reflect more current rates. Payment Terms. however. you cannot add amount-based lines. and you originally chose to base exchange rates on a set of company exchange rates for a particular date. Notes and Attachments You can change any leader level existing notes and/or attachments 4. FOB. Possible Terms Changes You can change the Bill-To. you will need to define scoring and weighting information for the appropriate attributes. Carrier. however. and task assignments. Ship-To. modify attributes of existing lines. Beginning with subsequent rounds. view only status. or add new lines (note that suppliers will have to enter responses to any new or updated lines). that if this is a multi-currency negotiation. You can make the following line changes: Response Ranking You can choose to have the response evaluation based solely on price. You can delete old lines. Rank Indicator You can change the type of display used to show response rankings. If you are implementing Multi-Attribute Weighted Scoring for this round of negotiation. If you used Multi-Attribute Page 118/209 . The system can then include that information when calculating the quote/bid value. Click Lines to modify information about your negotiation lines on the Lines: Create Line page. and Freight Terms. click Apply to return to the Create New Round page. Note. You can also use the spreadsheet upload functionality to update negotiation lines.

7. 5. RFQs or auctions opening in the future. you can modify the price break definitions. the scoring and weighting information from the last round is carried over to the new round. If there are no approvers defined for this document. Click Suppliers to modify your invitation list. You can also add new suppliers. click Publish. You can remove any supplier from the invitation list for the new round. o Response Controls Modify other Response Controls as necessary. or auction closes. RFQ. click Submit for Approval. You can also choose to open the negotiation immediately. any uninvited suppliers who responded in the previous round are also automatically added to the invitation list for the new round. Review your updated negotiation information. If you defined price breaks for the previous round of this negotiation. Additionally. they are automatically added to the invitation list for the new round. 6. If there are approvers defined for this document. But if you add any new lines to the new round. Click Controls to modify negotiation control information. o Possible Invitation List Changes If you invited suppliers in the previous round. *Close Date The new date and time the RFI. o Possible Date Modifications *Open Date Date and time you want the new round of responding to begin.Oracle Sourcing Help Weighted Scoring in previous rounds. Page 119/209 . You can also choose to open the negotiation for preview immediately. Preview Date For RFIs. you may need to define new scoring and weighting values for that line's attributes. Click Review. you can enter the date and time (prior to the open date and time) the negotiation is available for previewing by all eligible participants. Award Date (RFQs and auctions only) You can choose to enter a new award date/time if this differs from the timing in the previous round of negotiation. Note that you have to specify a new closing date.

4. 2.Oracle Sourcing Help 2. Click Apply. or the items are no longer needed. click the negotiation number for the negotiation you wish to cancel.15 How do I close a negotiation before its scheduled close date and time? You can close a negotiation early only if you set your response controls to allow a manual close. Also the line requirements have changed. If desired. This update is called an amendment. Respondents are notified that the sourcing document has been amended and are required to review their previous response and resubmit it in accordance with the amendment. 2. To close your negotiation early: 1. click the negotiation number for the negotiation you wish to close. select the Close Early option from the Actions menu and click Go. For example. click Full List. you can enter a text note to participants explaining why you are canceling the negotiation. If you do not see the negotiation.3. This note is included in the notification that will be sent. On the Cancel page. Click Apply. Amendments can be created anytime after the preview date/time (or open date/time.3. 3. 2. The system notifies all the invitees and participants of the cancellation. 4. In any of these cases.17 How do I create an amendment to a negotiation? After publishing a negotiation. 1. 5. select the Cancel RFQ/Cancel Auction option from the Actions menu and click Go. Page 120/209 . enter a note to your suppliers. On the Close Early page. the buyer can update information defined in the document if necessary. Note that you cannot manually close an auction after its first AutoExtension has been triggered. Under the Your Negotiations at a Glance section of the Negotiations Home page. you may wish to simply cancel the negotiation. there may have been too few responses. On the negotiation summary page. 3. the responses to your negotiation do not meet your needs. Under the Your Negotiations at a Glance section of the Negotiations Home page. or the terms of the responses are not acceptable. if no preview date/time was specified) and before the close date/time. 2.3.16 How do I cancel a negotiation? Sometimes. On the negotiation summary page. enter the new date and time you want to close the negotiation or choose to close it immediately.

Buyers need the capability to download and print a negotiation for offline review. current prices.1. You can save the amendment as a draft at anytime during the creation process if you click Save Draft. no new responses can be received on the previous negotiation. On the Create Amendment: Lines page. 2. Approvers will receive notification that they need to approve the amendment. you can submit the amendment for approval by clicking Submit for Approval on the review page.18 How do I print information on my negotiation? Much business communication today is carried and managed offline. If you have approvers identified on the Collaboration Team on the Create Header page. Draft amendments are available on the Negotiations Home page if you click Drafts in the Manage Quick Links section. Once you click Publish. select Create Amendment from the Actions menu. To invite new suppliers. The printed version also does not include any price elements Page 121/209 . the Submit button changes to Publish. for example. and there are clauses and deliverables defined to this negotiation. On the negotiations summary page. 7.. The printed version of the negotiation is appropriate for public display since it excludes all internal data such as internal attributes. On the Create Amendment Header page. mail or email. deletions. 12345. 6. You go to the Create Header page. or names of invited suppliers. Notice that the negotiation number has now been given a suffix. You can review the new changes compared to the current active negotiation by clicking Review. 8. enter any line changes. you must enter a new Description for the amendment and make any other header level attribute changes you need. use the active negotiation's negotiation summary page. Government organizations in particular present solicitation packages according to a unified format. 5. Change the negotiation rules on the Create Amendment: Controls page if necessary. or updates to line information if necessary. additions. All suppliers will be required to acknowledge the amendment and resubmit their responses to be eligible for award. these can be changed on the Create Amendment: Contract Terms page. This suffix is incremented every time you create a new amendment for this document.Oracle Sourcing Help To create an amendment to a sourcing document: 1. If Oracle Procurement Contracts is implemented.3. 2. Once approved (or if approval is not required). You cannot add or delete suppliers on the Create Amendment Suppliers page during an amendment. 3. 4. Responders should be able to complete negotiation documents and return the results by FAX.

On the Negotiations Homepage. 2. 3. When the prompt box appears. select Print Document from the Actions menu 3. or save it to a location on your machine and review the document there. open and inspect the print directly or save it to a location and review the document locally. or save it to a location on your machine and review the document there To print contract terms only: 1. 2. click Full List. On the negotiation summary page. 4.19 How do I view the approval history for my negotiation? If you selected the "Require award approval" negotiation control.3. You can view the approval history at any point. Once you have submitted your negotiation's award decision. Page 122/209 . search for the negotiation you wish to print. search for the negotiation for which you wish to print the contract terms by clicking the negotiation number link. but there will only be data displayed after the recommendation has been submittted. 3. On the Negotiations Home page. These negotiations are listed under the Your Negotiations at a Glance section. open and inspect the print directly. Click the Contract Terms link in the navigation bar. To print a negotiation (for buyers): 1. you can view the approval status of your negotiation. To print a negotiation (for suppliers): 1. If Oracle Procurement Contracts is implemented and the sourcing document has contract terms attached to it. 2. If you cannot see all your negotiations. On the Negotiations Homepage. open and inspect the print directly. 2. the clauses and deliverables are printed as well. Click Preview Contract Terms.Oracle Sourcing Help defined to the negotiation. Access the negotiation by clicking its negotiation link. When the prompt box appears. select Print Document from the Actions menu. search for the negotiation you wish to print by clicking the Negotiation Number link. your award decision must be approved before you can begin to create a purchasing document. On the negotiation summary page. When the prompt box appears.

2. For example. click the entry in the Deliverable Name column. scroll if necessary to find your deliverable. 2. or delivery schedule before the buyer will consider finalizing a contract with that supplier.20 How do I manage deliverables I have assigned to a negotiation? Deliverables are additional requirements which must be provided by a supplier as part of the negotiation process. click the entry in the Document Number column. or add a new attachment. When you are finished updating the deliverable information. When results are displayed. 4. At any point in time. Navigate to the summary page for the negotiation 2. you can create and manage deliverables for your negotiations.3. o o o To see information on the deliverable. 5. a buyer may ask a supplier to provide copies of personnel certification. Click "Deliverables" under Manage in the Quick Links section of the Negotiations Home page. 3. The Award Approval History page shows who has approved your award recommendation and the approvals remaining in the approval chain. This allows you to quickly pinpoint any negotiations that are at risk because a deliverable has not been provided. Select View Award Approval History from the Actions menu. To see information on the negotiation to which the deliverable is assigned. On the Update Deliverable page. On the Manage Deliverables page. To update the information on a deliverable. See the Alert column for important information on the deliverable's status. a detailed project plan. enter enough search values to restrict the results to the deliverable(s) in which you are interested. You can easily view the status of all your deliverables. some of which will require deliverables. you may have many negotiations in progress. If Oracle Procurement Contracts is installed and licensed. you can perform the following modifications (note that changes to the deliverable status are tracked and can be displayed): o o Change the deliverable status. Page 123/209 . Modify or delete an existing attachment.Oracle Sourcing Help To view the approval status of a negotiation: 1. To view and update your deliverables: 1. click the Update icon. click Apply.

You can accept and use the decisions generated by the AutoAward feature. There are several methods you can use when awarding business in a buyer's auction or RFQ: You can award the entire negotiation to a single supplier (multiple suppliers if the outcome is a blanket purchase agreement). other users from your company who have the appropriate function security can also unlock and unseal your RFQ/auction.4. In addition. 4. An RFQ/auction can only be unlocked and unsealed after it is closed. select Unlock from the Actions menu and click Go. You can award an individual line to a single supplier. Select Unseal from the Actions menu and click Go. an RFQ/auction cannot be awarded until it is unlocked. You can divide an individual line among multiple suppliers.Oracle Sourcing Help 2. On the negotiations summary page. 2. 2." 4.4. 3. 3. The Quote/Bid History page displays the responses the negotiation has received. you can make your award decisions. click the negotiation number link of the negotiation you wish to see. From the Your Negotiations at a Glance section of the Negotiations Home page. click "Return to Negotiation Summary. On the Confirmation page. Additionally.4. 2. On the negotiation summary page. To see details about a particular response. To unlock and unseal an RFQ/auction: 1. There is an entry for each supplier who has placed a quote/bid in the negotiation. 2.3 What are the different methods I can use when performing awards? Once you have closed your negotiation and analyzed the responses you received. Close the negotiation if it is still open. In addition.1 How do I view the responses I have received? 1. click the number link in the Quote/Bid column. The resulting page shows details about the response. respondents in the RFQ or auction cannot see other quotes/bids until the buyer also unseals the RFQ/auction (although the identity of other suppliers is revealed to the suppliers in an auction).4 Awarding Negotiations 2. Page 124/209 . select View Quote/Bid History from the Actions menu and click Go. Note: You will always be able to unlock and unseal an RFQ/auction you have created.2 How do I unlock and unseal a sealed RFQ or auction? In a sealed RFQ or auction the buyer cannot see the bids until the RFQ/auction is unlocked.

Any lines the supplier did not quote/bid on are not awarded. On the AutoAward Recommendation page. After you have made your award decisions. you enter this information into the spreadsheet and upload it back to the system. You can use the AutoAward's decisions by clicking Accept Recommendation. Dividing a negotiation line among multiple suppliers If necessary. The remaining units remain unawarded. Using the AutoAward feature The AutoAward feature analyzes all the responses from suppliers who participated in the negotiation and generates award decisions based on the details of those responses. click "Show" in the Details column. For example. To see detailed information about AutoAward's decision (such as the winning responses picked by AutoAward and the quantity awarded to each). you can see the information on AutoAward's decision. Awarding an entire negotiation to a single supplier You can easily award all the lines of a negotiation to a single supplier by selecting Award by Quote/Award by Bid from the Actions menu on the negotiation summary page. the supplier is awarded as many units as were quoted/bid. Page 125/209 . If the supplier offered only a partial quote/bid. Awarding at the quote/bid level allows you to quickly enter your award specifications since you do not have to enter an explicit award decision for each line. you might wish to award supplier B the first 60 monitors and award the remaining 40 to supplier A. you may wish to download the responses you received to a spreadsheet file and save it locally. you can split a line between multiple suppliers. but supplier B offers to sell 60 monitors for $500 each. AutoAward decisions are based on the response ranking generated by the system.. and supplier A offers to sell 75 monitors for $600 each. the award decisions are saved as a draft and can be reviewed in the Award Summary page. This happens often when none of the responses to a particular line offers to sell the entire quote/bid quantity asked for. Using spreadsheet download If your negotiation has many lines or complex lines having many attributes or price elements. if you are looking to buy 100 monitors. You can then access this file and review the responses offline. While on the negotiation summary page. All the lines on which the supplier quoted/bid are awarded to that supplier. and upload the spreadsheet back to the system. Awarding an Individual Line to a Single Supplier You can award all the business for a negotiation line to single supplier by selecting Award by Line from the Actions menu on the negotiation summary page. you can select View AutoAward from the Actions menu to see the award decisions made by AutoAward.Oracle Sourcing Help You can download the responses into a spreadsheet. enter award information.

Oracle Sourcing Help Page 126/209 .

you see the information on the negotiation and any responses it has received 3. Select Award by Line to award each line to its own supplier. you see the response information on the supplier(s) you selected in the previous step. Any lines to which the supplier did not respond are not awarded. Click Award to identify the supplier to whom you are awarding the negotiation.Oracle Sourcing Help 2. award multiple lines to the same supplier. All lines to which the supplier responded are awarded to that supplier. Click Save Award. click Go. Access the negotiation you wish to award. Once you have selected the action. On the Award by Quote/Award by Bid page. or award each line its own supplier. Note that you can select multiple suppliers on this page. On the negotiations summary page. You can award the entire negotiation to a single supplier.4. 3. you can begin awarding business. To award the entire negotiation to one supplier. their responses are displayed side by side for easy comparison. To award an entire negotiation to a supplier: 1.4 How do I award business in an RFQ or auction? There are several ways you can award business for a negotiation. select the supplier(s) to whom you wish to award the negotiation lines and click Award Multiple Lines. you can manually close the negotiation prior to its specified close date/time. 1. Once the negotiation is closed. select the supplier and click Award. From the Action menu. 2. This provides flexibility and allows you to quickly enter award decisions. or. you see all the suppliers who responded to your negotiation. To award multiple lines to a supplier: 1. if the negotiation controls allow it. Note also that you can change the shortlist status of a supplier on this page as well. If you selected multiple suppliers. Note: The auction or RFQ must be closed for responses before you can award business. On the Award Multiple Lines page. You cannot initiate a new round of quoting/bidding on this RFQ or auction once you have closed the negotiation and submitted an award decision. 1. On the Award Quote/Award Bid page. 2. 2. Or select Award by Spreadsheet to download the responses to a spreadsheet file and enter your award decisions there. select Award by Quote/Award by Bid to award an entire negotiation or multiple lines of a negotiation to the same supplier. On the Award by Quote/Award by Bid page. You also see entries for every Page 127/209 . You can enter award decisions at the supplier level or the line level. You can wait until the negotiation reaches its specified close date/time. you see the response information for the supplier(s) you selected in the previous step.

3. you cannot award more units than specified in the negotiation quantity. To award using a spreadsheet: If you wish to download the responses for a negotiation. Continue until all lines have been awarded. On the Award Line page. For amount-based line types. Select the next line to be awarded and click Award. 4.5 How do I download the responses I have received? You can download all the bids and quotes you receive for a negotiation into a spreadsheet for offline viewing. Select the supplier(s) to whom you wish to award this line and enter the number of units to be awarded in the Award Quantity field. You do not have to award a line. For quantity-based line types. Once you have selected the suppliers and specified the number of units to be awarded to each. select Award by Spreadsheet from the Actions menu. you can choose to download only the responses from the remaining shortlisted suppliers. On the Award by Line page.Oracle Sourcing Help line in the negotiation. This is useful if you have received a large number Page 128/209 . select the radio button for the supplier to whom you wish to award that line. Once a line has been totally awarded. You can then save the responses as a spreadsheet file and view the instructions in the readme file contained in he zip to review offline to make your award decisions. you can split the award by entering a value in the Award Quantity for each supplier. 6.4. 2. o o 3. select the line you wish to award and click Award. you see all the suppliers that responded to this line. 5. but you can award less. Click "Award by Line" to return to the Award by Line page. Follow the instructions in Step 2 and Step 3 above to enter that line's award decision 7. Click Save Award To award a single line to a supplier: 1. the award simply identifies the supplier from whom business will be awarded in the future . 2. click Save Award. an awarded chekmark appears for the line. For each line. If you have removed any suppliers from the shortlist. Note the following: o o If you select multiple suppliers for this line. You can choose to leave it unawarded.

To enter straight scores. you can enter a subjective score for the header attributes. you first define the header attributes including weights and maximum scores during the creation of the negotiation. Save the file to a convenient location. you can manually score the responses you receive for a negotiation. you can also specify whether the supplier can see the scoring criteria. If you have never used spreadsheet files before. or you can enter scores and have the system use the score you entered along with the attribute's weight to calculate the score for that attribute. On the Export Quotes/Bids to Spreadsheet page. click the negotiation number for the negotiation to access the Negotiation Summary page. How is a response's score calculated? There are two ways to define header attributes depending on how you wish scores for the response to be calculated. weighting is implied in the maximum score for each attribute.Oracle Sourcing Help of responses and want to compare them offline. Open the file and complete it according to the directions in the Instruction file. You can use an Excel spreadsheet file or a text spreadsheet file. With this method. You can also update the spreadsheet with your award decisions and then upload it to identify winning responses.6 How do I manually score header attributes? Using header attributes. select Export Quotes/Bids from the Action menu. 3. Save the file. On the Negotiation Summary page. The system will calculate a weighted score based on the score value you entered for each attribute. From the Your Negotiations at a Glance section. you should also download the Instructions file. 2. 5. These attribute scores are then added up and the total is the total score for that response. select the type of spreadsheet you wish to down load. 2. 6. You can download bids whether the negotiation is open or closed. To download responses: 1. During this process. Page 129/209 . You can enter straight scores for an attribute. upload your awards into the system. After you have completed your award decisions. you enter a number (up to the defined maximum) for each attribute score. 4. Using subjective scoring.4. Once a response is received.

Oracle Sourcing Help

To use weighting, you enter a number (up to the defined maximum) for each score. The system divides the number you entered by the maximum and multiplies the result by the weight for the attribute. The system then adds the weighted scores to product the total score for the response.

To enter a score 1. From the negotiation summary page, close the negotiation if it is not already. 2. Select Award by Quote/Award by Bid from the Actions menu. 3. On the Award by Quote/Award by Bid page, click the number link under the Score column (Note that you can also enter scores on the View Quote/View Bid page.) 4. On the Enter Scores page, you see the value the supplier provided for this attribute. 5. For each attribute, enter a score between zero and the maximum score for that attribute. You cannot score display only attributes. Internal attributes will not have a response from the supplier as the supplier will not see the attribute. 6. Click Apply. 7. Click the link to return to the Award by Quote/Bid page. 8. Continue scoring remaining supplier responses. Once you have finished, the system adds all the scores for all header attributes and the sum is the score value for this quote/bid. You use this value, among others, when making your award decision. 2.4.7 How do I use a spreadsheet to award negotiation items?

See How do I download the responses I have received? for instructions on downloading a spreadsheet containing details on your negotiation responses and instructions on using the spreadsheet. To indicate your award decisions, update the Award Quantity column for each negotiation line item that received responses. Also update the Award column to Yes . You can divide the items between multiple responses or award the entire quantity to a single response. You can also choose to not award any items if the responses were unacceptable. And you do not have to enter award quantities for amount-based line types Once you have completed entering your award information, save the file and continue with the upload process. 1. Once the negotiation is closed, return to the negotiation summary page and select Award by S[readsheet from the Actions menu. 2. Click Import Awards. Page 130/209

Oracle Sourcing Help

3. On the Load Awarded Item(s) From Spreadsheet page, navigate to the location of the spreadsheet file. 4. Click Import. 5. The system will validate the information and prompt you to correct any wrong entries. Since you used a spreadsheet to award your negotiation lines, you probably have no additional lines left to award using the Award by Item page. However, if you have remaining lines to award, you can still modify information in your spreadsheet to upload additional award decisions. Or you can use the instructions in How do I award business in an RFQ or auction? to award the remaining lines. 2.4.8 How do I allocate backing requisitions among awarded items?

If you used AutoCreate to generate a sourcing negotiation, there are backing requisition(s) associated with items you finally awarding. When you create the resulting purchase order dealing with the awarded items, you can specify how the items on these backing requisitions are consumed by the awarded items. Any unconsumed requisition demand is returned to the requisition pool. For example, assume you have two requisitions for PC keyboards for a total of 75 keyboards. You AutoCreate these into a buyer's auction. Requisition Number 12345 98762 Item Quantity 50 keyboards 25 keyboards

You receive two bids as follows on the auction item:

Bidder Office Supplies Your PCs

Bid Quantity 30 30

You have received bids for 60 of the requested 75 keyboards. You want to allocate the awarded items in such a way that one of the requisitions is fully consumed and the other is partially consumed (any remaining unconsumed demand is returned to the requisition pool available to AutoCreate.

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Default Allocation The system generates a default allocation to consume requisitions as efficiently as possible. The bid with the earliest promise date will consume as many of the requisition quantity as possible. Once the awarded bid with the lowest price has finished consuming requisitions items, any other awarded bid quantities are allocated across the requisition quantities until all awarded bids have consumed as much of the requisition demand as possible.

Bidder Office Supplies Your PCs

Bid Quantity 30 30

Consumed Quantity 30 20 10

On Number 12345 12345 98762

Requisition

Notes: Bidder Office Supplies is awarded all 30 units and the award is applied against requisition 12345. The remaining bidder, Your PCs, is awarded 30 units as well: 20 units are applied against the remaining units for requisition 12345, and 10 units are applied against requisition 97862. Note that this leaves requisition 98762 with 15 units of unsatisfied demand. The 15 unconsumed units are returned to the requisition pool and are available for participation in any future AutoCreated negotiations. To enter allocations 1. After you have made your award decisions and picked your winning bids, click Complete Award. 2. On the Complete Award page, click Continue to begin purchase order creation. 3. On the Review and Submit page, click Submit. 4. On the Complete Award Confirmation page, click "Continue Purchase Order creation process." 5. The Allocate page shows you the awarded items with backing requisitions that have been allocated. 6. For each awarded line item, you can select the item and enter allocation values by clicking Enter Allocations. 7. On the Enter Allocations page, you will see the system default allocations as described above. Page 132/209

Oracle Sourcing Help

8. Modify the allocation values as needed and click Submit. Note: You cannot allocate more units than you have awarded. You can allocate fewer units than you awarded a particular bidder, but you cannot allocate more units than you awarded that bidder. You cannot allocate more than the requisition quantity of each requisition. 9. Once you are returned to the Allocate page, continue allocating any remaining awarded items. 10. After you have allocated all the items you awarded, click "Create Purchase Order" and continue with the purchase creation order process. 2.4.9 How do I disqualify responses I receive for an RFI, RFQ, or auction?

You may receive responses on your RFIs, RFQs or auctions that you wish to disqualify, perhaps because the responses do not meet your target prices, dates, locations, or other criteria. When you disqualify a response, you are disqualifying an entire response not an individual line in the response. To disqualify a response: 1. Click the negotiation number under Your Negotiations at a Glance section to access the Negotiation Summary page. Alternatively, use the Search Negotiations fields to list all negotiations. On the Results: Negotiations page, click the negotiation number to access the Negotiation Summary page. 2. On the Negotiation Summary page, select View Bid History from the Action menu and click Go. 3. On the Quote/Bid History page ensure you are viewing the Bid Summary view. 4. Select the response you want to disqualify. Click Disqualify Bid or Disqualify Quote. 5. On the Disqualify page, enter a text note to the participant to explain why you are disqualifying the response. Click Done. 6. The participant will be notified that the response has been disqualified and will have the opportunity to submit another response if the negotiation is still open. All other participants are also notified of the disqualification. 2.4.10 What information is contained on the Award Summary page? The Award Summary page displays the complete award recommendations for a negotiation and provides a central location where sourcing team members and award approvers can view the award recommendations that have been made for a negotiation. The Award Summary page provides two different views of a negotiation's award information: the Supplier view and the Line view. Each view consists of a summary and a detail display allowing approvers and other sourcing Page 133/209

The Supplier View The Supplier View displays information on each supplier who participated in the negotiation. the Supplier Summary View contains: Quote/Bid total (Standard Purchase Order only) The total amount offered by the supplier on all line s Award Total (Standard Purchase Order only) The total amount of business awarded this supplier. Page 134/209 .Oracle Sourcing Help team members to drill down and view low-level information about each negotiation line. Award approvers can use the information in the Award Summary page when deciding whether or not to approve the award recommendations. Score Total score for header level attributes. The Line view displays the award recommendations in terms of the lines that comprised the negotiation. Among other details. Total Agreement Amount (Blanket Purchase Agreement only) The Line View The Line Summary display shows line information.current value Saving Percent Savings versus current amount expressed as a percentage. The Supplier view displays award recommendations in terms of all the suppliers who participated in the negotiation. including: Awarded Quantity The number of units currently awarded this negotiation line. Remaining Quantity Number of units left for awarding Current Value Current price * awarded quantity Award Amount Response price * awarded quantity Saving Amount Award amount .

icon in the Details column. Page 135/209 . select Award Summary from the Actions menu and click Go. 2. it can be helpful to review award decisions you have made in the past. To see prior award information: 1. o Award Negotiations for which the award process is either still in progress (there are still outstanding items to be awarded) of completed (there are no outstanding items to be awarded). o Create Order Negotiations for which the allocation process is in progress or for which the purchase order creation process has been initiated. click the number link for the negotiation to see the details. 3. Use this icon to show or hide the detail information for that entry. On the negotiation summary page. From the list of search results. This information is stored and can be viewed even after you have closed. Locate the negotiation whose business you have awarded (note that from the Negotiations Home page. 2. 4. 2. Use the Search Negotiations fields at the top of the Negotiations Home page to perform an Advanced Search. Click the link in the Number column for the negotiation. there is a triangular +/.Oracle Sourcing Help To display the Award Summary page: To use the Award Summary page. For each entry in the table. 3. On the Negotiations Search page. you can do an advanced search looking for negotiations with a status of Award). awarded and completed the negotiation. select one of the following Status values and click Go. you must have closed the negotiation and made some award decisions.11 Can I see information on my negotiations once I have completed awarding them? In many situations.4. o Closed Negotiations which have been closed. On the Award Summary page. These negotiations could be taken to a subsequent round of responding or could have their award process initiated. o Completed The award process is completed and a purchase order has been requested or a purchase order has not been requested. 1. you can use the subtabs to toggle between the Supplier and the Line views.

On the Complete Award page. 3. click Initiate Approval to begin approval for this purchasing document. On the award Confirmation page. click Create Purchase Order to access the Create Purchase Order page (note that you can also access this page by selecting Create Purchase Order from the Actions menu). On the Confirmation page. 3.4. 4. You can also choose whether to immediately notify the winning suppliers of their awards (your purchase order document may need to go through an approval process. you can choose whether or not to create a purchase order document. Page 136/209 . You can see you award information by clicking the link under the Details column (or by clicking "Show All Details"). Choose an Acceptance Level from the drop-down menu. If Oracle Procurement Contracts is installed and licensed. To generate a purchase order document: 1. you can obtain information on the supplier to whom you awarded business.12 How do I generate a purchase order document? Once you have saved your award decisions. 2. 5. To complete the award process: 1. On the Create Purchase Order page. See What is contract binding? for more information. 4.Oracle Sourcing Help 2. In you are creating a blanket purchasing agreement. 5. you return to the negotiation summary page to complete the award process and generate a purchase order document. click the link to return to the negotiation summary page. 6. you can use an Acceptance Level value of Document and Signature to perform contract binding. specify the start and end effective dates. Click Submit. click Submit if you wish to complete the award process. The Confirmation page informs you that the award is complete. On the Review and Submit Complete Award page. so you may wish not to notify suppliers until a later date when the purchase document is fully approved). 2. Select Complete Award from the Actions menu and click Go. If you have an approval procedure set up in Oracle Purchasing.

you can require that the supplier sign and accept the document. you have the choice of four levels: None No acceptance is required. use the search tips below. A notification is sent to the supplier requesting a signature to indicate acceptance after the purchase order is approved by any internal approvers. you are sent a notification requesting your acceptance as well. contract binding provides the ability to require both the supplier and the buyer to sign off on the details of a purchase order before it can be executed.Oracle Sourcing Help 2. you can use the wild card (%) as necessary The search process varies depending on what you are searching for. This option uses Workflow notifications to obtain signatures online.1 Searching How do I search for information on Oracle Sourcing? There are many times when using Oracle Sourcing that you need to search for information. Page 137/209 . If you require acceptance. Some examples include searching for negotiations in which to participate. Document or Shipment Supplier can accept the document or individual lines. it is ready for execution.5 2. 2. If the supplier accepts the document.4. Once the negotiation is closed for responses. You can optionally indicate whether acceptance is required for the resulting purchase order document. you can award business to selected suppliers and subsequently initiate the purchase order/contract creation. When you are creating the purchase order document. Once both you and the supplier have accepted the purchase document. To save time and perform accurate searches. Searches are conducted using a search criteria and one of that criteria's search value.13 What is contract binding? If Oracle Procurement Contracts is implemented. Suppliers can use iSupplier Portal to accept the document or can request that you enter acceptance on their behalf. In most cases when specifying a search value. Document Only Suppliers are required to accept the entire document. or finding reusable invitation lists to apply when creating a negotiation.5. Document and Signature You and the supplier must sign the document to indicate acceptance.

enter a value for the search criteria in the Search Negotiations fields at the top of the Negotiations Home page. For some fields you select menu options. you may have access to negotiations owned and created by other buyers either because you collaborated on that negotiation or because the negotiation is public. To perform a simple search. Page 138/209 . and a last closed and being awarded. To perform an advanced search. another open and being responded to. Note that the display shows only a limited number of negotiations. To perform a search. creator. click Full List. Enter search values for as many search fields needed to qualify your search. specify a search value and click Go. There are several criteria you can use when performing a search to restrict the number of search results. These include those mentioned above as well as type. From the Your Negotiations at a Glance display. on the Negotiations Home page. project number. style. and task number. event. title. These include number.5. You can click the responses link to go to the History page where you can see the details of any responses. To see the complete list of negotiations you created. You can use any combination of these search criteria to reduce the number of results you receive.1 Searching for your negotiations in which you are participating: At any point in time. For others you enter values. 2. you select one of the criteria mentioned above from the drop down menu. or supplier. All these negotiations can be viewed and accessed from the Your Negotiations at a Glance section of the Negotiations Home page. you enter search values for multiple search fields. A common task is monitoring and administering all these different negotiations. supply a search value.Oracle Sourcing Help 2. 1. status.2 Searching for all negotiations to which you have access: In addition to the negotiations you own.1. item. and click Go. The Your Negotiations at a Glance display shows all negotiations you created in order of time left before their close date/time. One may still be in its preview period. security level.5. When using the simple search method. you can click the negotiation number link to go to the negotiation summary page to see details of the negotiation. item category.1. select the type of search from the "Search Negotiations" menu. You can select one of two search methods: simple and advanced. When using the advanced search. you may have several negotiations that are in different states. click Advanced Search.

2.Oracle Sourcing Help When entering values.5. If the draft is locked. To search for and manage a draft negotiation: 1. You can also search the Approved Supplier list for suppliers of a particular status (for example. negotiation title. You can search both the Approved Supplier List and the Supplier Master at the same time. 4. You can identify the suppliers you wish to notify by searching information in the Approved Supplier List.1. Click Review and Submit to publish the draft. 2. Click the Number link to go to the negotiation summary page where you can see information on the negotiation.3 Searching for draft negotiations You can have draft negotiations which you and/or a group of collaborators are preparing for submission at some time in the future. You can search the Supplier Master to identify suppliers who meet certain criteria. as well as information provided by the supplier company itself. click Go.5. minority-owned or small business. On the Manage Draft Negotiations page.4 Searching for suppliers: When creating a negotiation. o o On the Search and Select: Suppliers page Page 139/209 . approved or new). Scroll through the Results display until you see the target draft. Scroll through the Results: Negotiations display until you find the correct negotiation. Select the draft and continue processing. You can use % as a wild card value 3. Click the Manage quick link under Drafts on the Negotiations Home page. Enter your search values. 2. and click Go. 5. When you are finished. you can use % as a wildcard. Click "Responses" to go to the negotiation History page where you can see information on current responses. 2. select a search type from the menu. negotiation creator. Click Edit to update the draft. You will also search for suppliers to add them to reusable invitation lists and/or negotiation templates.1. You can search on negotiation number. click Unlock to access it. o You can search the Approved Supplier List to identify suppliers who sell a particular item or commodity. for example. you can send invitation notifications to particular suppliers inviting them to participate in the negotiation. the Supplier Master. and proximity to open date (specified as the number of days outstanding).

Enter as many search values as are needed to efficiently qualify your supplier search. Click the flashlight next to the Item field. You are returned to the create page with the category value inserted in the Category field. you must identify item(s) on which you wish to negotiate. 1. click Show Approved Supplier List Criteria and select the attribute values by which you wish to search. use the flashlight to search and select commodity or item. 2. With amount-based items. Select the type of search from the drop down menu. You must also specify the category to which the item belongs. you can search and specify a category value but cannot specify an item value. Page 140/209 . 2. 3.1. select the supplier(s) and click Invite. From the Search Results display. On the Search and Select: Category page. To search the Approved Supplier List Criteria. 3. From the Results: Suppliers display. On the Search and Select: Inventory Item page. 2. 1. Click the Select button or the Quick Select icon. select the correct item and click Select. Click the flashlight icon next to the Category field. click Show Business Classifications and select the attribute values by which you wish to search. To search by Supplier Business Classifications.5. If you know the name of the supplier you wish to invite. enter a search value for either the item name or a word in the item description. enter a full or partial supplier name. Scroll through the Search Results display and select the correct category. 2.5 Searching for lines and categories While creating your negotiation. After you have entered your search values. Click Go. you can search by either the Category name or by words contained in the Category Description. The category value defaults according to the item you select. click Search. you can search and specify an item value. For goods-based items. If you wish to see all suppliers who provide a particular commodity. enter appropriate search values search values. How you search depends on whether the line type for your item is amount-based or goods-based. and click Go. You are returned to the negotiation creation page with the item value entered and the Category value entered to the category for the item you selected.Oracle Sourcing Help 1.

To search for and select a different address: 1. This includes addresses such as Bill-To and Ship-To. a partial name. To search and apply a list: 1. most lists allow you to search by the list name and/or words in the list description. you can search using multiple criteria. 2. or the search wildcard. you can search for all lists that contain a particular list entry. On the negotiation creation page. a search on b% returns both Beijing and Brussels. The search value can be an address name.7 Searching for lists When creating a negotiation. many attributes default according to the organization you select. a search on br% returns only Brussels. click the link to apply a predefined list. enter a search value in the Search field and click Go. %. Such lists include lists of item attributes or price elements. Find the correct address and click Select. The system performs a begins with search using any search values you entered. Click Go. If you do not know the beginning of the name. Page 141/209 . For example.5. Additionally. you can search for all price element lists that contain a particular price element. Click the flashlight icon next to the address field. select the list and click the appropriate links or buttons to process the list if necessary and to apply it to your negotiation. From the Search Results display.6 Searching for addresses: While creating negotiations. such as the percent sign (%). For example.1.5.Oracle Sourcing Help 2. you may need to change the default to a different address. there are many predefined lists which you can apply to your negotiation to save time and standardize your sourcing practices. For each list. use a wildcard.1. In some cases. 2. For example. The Search Results display shows all addresses that matched your search criteria. 3. a search on %Boston might return North Boston as a billing address. You are returned to the negotiation creation page with your new address appearing in the address field. 3. On the Search and Select page. 2. however. Enter as many search values as required to efficiently qualify your search.

1 How do I update my Sourcing personal options? 1. Type of character encoding you want used when performing spreadsheet downloads and uploads. A new password. Any accessibility features you are using The currency you prefer to conduct business in.Oracle Sourcing Help 3. enter information in the following fields: Enter or change the following personal information: Name Preferred Language Country or territory where you live Timezone where you live. Page 142/209 . click Cancel. When you have finished editing your personal information. The format in which you wish to receive notifications from the system. On the Preferences page. From the Negotiations Home page. click Apply. My Profile 3. The method you want to format date and number fields. click Preferences in the group of links either the top or at the bottom of the page. 2. To cancel all changes. 3. in necessary.

You can view the reports online.1 Introduction to Sourcing Intelligence What is Sourcing Intelligence? Sourcing Intelligence provides all the analytic and transactional reporting for your Sourcing application. You can use Sourcing Intelligence to: Track trends of purchases over time.1.1. the report shows the total amount generated by each sourcing transaction. If Current Price is not available. View summary reports that allow additional details.1.1 Awards by Supplier report What are the Awards by Supplier report? The Awards by Supplier report displays a summary of all awards made by the buyer to supplier(s). as well as the total amount awarded to this supplier. You can sort the report by clicking on the any of the underlined column headings. To run the Awards by Supplier report.Oracle Sourcing Help 4. Sourcing Intelligence promotes the increased efficiency by enabling visibility and analysis of system transactions. As buyers and suppliers collaborate on procurement-related activities both price savings and efficiencies occur as a result of the increased amount of information flowing through the system. Amounts do not include lines where award quantity and award amount are unspecified.2. See "How do I export report data to a spreadsheet?" 4. or export and open the reports in a third-party software application (such as spreadsheet software) where you can analyze and format the numbers at your discretion.1 4. Page 143/209 . savings is zero.type (bid or quote). For each supplier. see "How do I run the reports?" Notes: Note the following when generating and evaluating report information o o o Any report displaying calculated amounts does not include any RFI amounts. Sourcing Buyer Intelligence Reports 4.2 What are the Sourcing Intelligence reports I can generate? You can generate any of the following Sourcing Intelligence reports: 4. Savings is calculated by taking the difference between Current Price and Award Price and multiplying it by the Award Quantity. Identify potential savings opportunities. Identify negotiation opportunities.

1 "How do I run the reports?" Notes: Note the following when generating and evaluating report information: o o o o When entering a category search parameter. 4. see. Any report displaying calculated amounts does not include any RFI amounts. To run the Awarded Bids Detail report. You can view the supporting awarded bid by clicking the Auction number or Bid number. Amounts do not include lines where award quantity and award amount are unspedified. If Current Price is not available. or All Outcomes.Oracle Sourcing Help 4. see "How do I run the reports?" Note: For the Auction Outcome report parameter.1. savings is zero.2. Amounts do not include lines where award quantity and award amount are unspecified.2. Once you have generated a Savings by Category report. you can generate a Savings by Item (Section 7.2 Savings by Category report What is the Savings by Category report? The Savings by Category report displays your total savings broken down by item category.3 Awarded Bids Detail report What is the Awarded Bids Detail report? The Awarded Bids Detail report displays detailed information about auctions for which business has been awarded. the report reflects only the system-hosted catalog item categories. To run the Savings by Category report.1) report for the items listed. with the category with the highest productive award appearing first.3.1. Savings is calculated by taking the difference between Current Price and Award Price and multiplying the difference by the Award Quantity.2. Note the following when generating and evaluating report information: When entering a category search parameter. the report reflects only the system-hosted catalog item categories. Page 144/209 . The report is sorted by category. Blanket Purchase Agreement. Any report displaying calculated amounts do not include any RFI amounts.1. Section 4.1. select Standard Purchase Order.

There are two main steps in this process: To export report data to a spreadsheet: 1. Amounts do not include lines where award quantity and award amount are unspecified. Inc . the report reflects only the system-hosted catalog item categories. savings is zero. you may want to export the data to a spreadsheet application where you can analyze and format the numbers at your discretion. See "What are the Sourcing Intelligence reports I can generate?" 2. Savings is calculated by taking the difference between Current Price and Award Price and multiplying the difference by the Award Quantity. Blanket Purchase Agreement. click Save File. You can view individual quote details by clicking the quote number.. Perspective for Java licensed from Three D Graphics. (If you see an Unknown File Type window. You are prompted to save the file. click Export to Spreadsheet at the bottom of the report page.2.1.3 How do I export data to a spreadsheet? You can conveniently view report data online. select Standard Purchase Order. see "How do I run the reports?" Note: For the Auction Outcome report parameter. Any report displaying calculated amounts do not include any RFI amounts. or All Outcomes. 4. If Current Price is not available. After you have generated your report. 3.) Save the file to the drive/location of your Page 145/209 . 4. If Current Price is not available. but at times. Inc. Copyright 2000 Three D Graphics. Note the following when generating and evaluating report information: o o o o When entering a category search parameter. To run the Awarded Quotes report. savings is zero.. Generate the intelligence report of your choice.Oracle Sourcing Help Savings is calculated by taking the difference between Current Price and Award Price and multiplying the difference by the Award Quantity.1.4 Awarded Quotes report What is the Awarded Quotes report? The Awarded Quotes report displays information about the selected RFQs that have been awarded in the system.

in Excel. After the file is saved. Time Frame.Oracle Sourcing Help choice. Report Name. To open the spreadsheet file in a spreadsheet application: 1. but the text has no special formatting characters. all 180 records are exported to the spreadsheet file. Company. Do not change the tab appearance in the file. o 2. start your spreadsheet software and open the spreadsheet file in the application: When you open the file. In a tab-delimited file. Alternately. Page 146/209 . a report may consist of 180 records of which only 25 or 50 are shown online. For example. The column headings and data you see in the report are exported to a file that includes such information as the System Name. On the system. you can open the file in most spreadsheet applications. The Export to File feature exports all records for the report even if only a subset of the records are displayed online. when the results are exported. However. you can easily export the report data to a tab-delimited file that can be opened in most spreadsheet applications. This launches the application and displays the selected spreadsheet file. These files are very flexible and can be opened by many software applications including spreadsheet software. The report data is saved with the default file name of the report. the Text Import Wizard asks you to choose the file type that describes your data (Delimited or Fixed Width). and set the File Type in the dialog box to All files. For example. the spreadsheet software may use a Wizard that displays the steps to open the file. double-click the spreadsheet file. Select Delimited. make sure that you are pointing to the correct directory. Choose Tab. the fields are separated by a tab character. You will then be asked to set delimiters for your data. and User Name. Each row in the spreadsheet provides detailed information about transactions that your company has performed on the system. Note: If you cannot find the spreadsheet file when you use the Open dialog box of the spreadsheet application. such as Microsoft Excel: o To quickly open the file in Excel.

Click Export to Spreadsheet to download the report.Oracle Sourcing Help To view transactions in all currencies: When you view transactions for a selected currency in a report. and click Go. To run the Awards by Supplier report. including the selected currency and the currency code. On the Negotiations Home page. transactions for all currencies. (Not all reports have all of the following search criteria. if desired. if you want to view all transactions completed in all currencies. the report defaults to your functional currency. For each supplier. Suppliers (if available) Select the suppliers of interest using the search icon next to the field. 3. Once the report displays.1 How do I run reports? 1.1 What is the Awards by Supplier report? The Awards by Supplier report displays a summary of all awards made by the buyer to supplier(s).1. 2.3. 4.) An asterisk (*) indicates a required field: o *From and Through Date Enter a date range for extracting and summarizing transactions. The Sourcing Reports page displays information on the reports in the system. only transactions for that selected currency are displayed. are displayed. you can export the report data to a spreadsheet. It also gives a breakdown by negotiation type of the total amount of money transacted. Enter any search criteria into the appropriate fields. However. click Show Chart (if available) for a graphical representation of the report.2.2 Intelligence Reports 4. Click the link for the report you want to run. see "How do I run the reports?" Page 147/209 . Currency Select the currency of interest. click the Reports tab. 5. You can sort the report by clicking on the any of the underlined column headings. In the spreadsheet. o 4. If left blank. as well as the total amount awarded to this supplier. o o Category (if available) Select the category of interest using the search icon next to the field. See "How do I export report data to a spreadsheet?" 4. the report shows the total amount generated by each sourcing transaction type (bid or quote).

Amounts do not include lines where award quantity and award amount are unspecified. see "How do I run the reports?" Notes: Note the following when generating and evaluating report information: o o o o When entering a category search parameter. savings is zero. you can generate a Savings by Item report for the items listed.3 What is the Awarded Bids Detail report? The Awarded Bids Detail report displays detailed information about auctions for which business has been awarded.2. 4. If Current Price is not available.2 What is the Savings by Category report? The Savings by Category report displays your total savings broken down by item category. To run the Savings by Category report. Any report displaying calculated amounts do not include any RFI amounts. Note the following when generating and evaluating report information: When entering a category search parameter. see "How do I run the reports?" Note: For the Auction Outcome report parameter. 4. with the category with the highest productive award appearing first. savings is zero. Savings is calculated by taking the difference between Current Price and Award Price and multiplying the difference by the Award Quantity. Once you have generated a Savings by Category report. You can view the supporting awarded bid by clicking the Auction number or Bid number. or All Outcomes. The report is sorted by category.Oracle Sourcing Help Notes: Note the following when generating and evaluating report information o o o Any report displaying calculated amounts does not include any RFI amounts. If Current Price is not available. the report reflects only the system-hosted catalog item categories. Blanket Purchase Agreement. select Standard Purchase Order. Page 148/209 . Savings is calculated by taking the difference between Current Price and Award Price and multiplying it by the Award Quantity. To run the Awarded Bids Detail report. Any report displaying calculated amounts do not include any RFI amounts. the report reflects only the system-hosted catalog item categories. Amounts do not include lines where award quantity and award amount are unspecified.2.

Note the following when generating and evaluating report information: o o o o When entering a category search parameter. Savings is calculated by taking the difference between Current Price and Award Price and multiplying the difference by the Award Quantity. Savings is calculated by taking the difference between Current Price and Award Price and multiplying the difference by the Award Quantity. Any report displaying calculated amounts do not include any RFI amounts. the report reflects only the system-hosted catalog item categories. To run the Awarded Quotes report. You can view individual quote details by clicking the quote number. If Current Price is not available. Blanket Purchase Agreement. savings is zero. or All Outcomes. savings is zero. Amounts do not include lines where award quantity and award amount are unspecified.2. select Standard Purchase Order. see "How do I run the reports?" Note: For the Auction Outcome report parameter.Oracle Sourcing Help Amounts do not include lines where award quantity and award amount are unspecified. If Current Price is not available. 4.4 What is the Awarded Quotes report? The Awarded Quotes report displays information about the selected RFQs that have been awarded in the system. Page 149/209 .

To search for negotiations in which you are already participating or for which you have prepared a draft response: Check the Your Active and Draft Responses section to see any negotiations in which you are currently participating or for which you have prepared draft responses. To see information on the negotiation. Page 150/209 . If your company has multiple sites that are known to the buyer who created the negotiation. To access a negotiation. From here. To search for negotiations to which you have been invited: Check the Your Company's Open Invitations section on the Negotiations Home page for negotiations to which you have been invited. a separate invitation might have been sent to each site. Help for Sourcing Suppliers 5. click the Negotiation Number link. The Response Status column shows whether you have an active response against this negotiation or whether you are in the process of drafting a response. you may see multiple entries having the same negotiation number but associated with different sites. click Full List.1 How do I access negotiations? The Negotiations Home page is the central point of access for all your negotiations. you can manage your contract deliverables from this page as well. If this is the case. You can also monitor negotiations in which you are participating and manage any draft responses you have. click the Response Number link. or by having a draft response that is in progress. The Active and Draft section shows negotiations in which you are participating by either having placed an active response.Oracle Sourcing Help 5. you can respond to all public negotiations as well as those negotiations to which you have been specifically invited. click its Number link. Note that this section only displays the five negotiations with the most current expiration date. To see your current response or draft information. If you have Oracle Procurement Contracts installed. You can place a response on behalf of either or all sites. This will take you to the negotiation summary page from which you can perform additional tasks such as placing a response or viewing response history.1 Responding to Negotiations 5.1. This takes you to the negotiation summary page. To see the complete list of invitations. This takes you to the Details page.

Click the negotiation number link to view details of the negotiation. The links are organized by task and negotiation type so you can find the link for the task you wish to perform. Line (negotiations for a particular item or service). and click Go.1. The table below shows some of the operations available Sourcing Buyers and Sourcing Suppliers by using Quick Links. Simply clicking the link takes you to the page where you initiate the operation. Click "Your Company's Responses" to see details of any current responses from suppliers at your company. On the Active Negotiations page. To see all the active and draft responses for your company. Negotiation number. Click "Unread Messages" to view any online discussion messages.Oracle Sourcing Help Note that the Your Active and Draft Negotiations section display only shows a limited number of your responses according to the time remaining. click Full List. use the Search Negotiations fields at the top of the page. Buyer Operations Creating negotiations Creating templates and reusable lists Managing draft negotiations Supplier Operations Responding to negotiations Monitoring active responses Managing draft responses Page 151/209 . enter a value for the parameter. Select a search parameter. Negotiation creator (contact). 5. you can Select the negotiation and click Respond to create a response. Category (negotiations with lines in this category). Event (negotiations associated with this sourcing event). To search for open negotiations in which to participate: You can access any open negotiation even if you were not specifically invited. Click All Responses to view the responses to this negotiation.2 How do I use Quick Links? The Quick Links section of the Negotiations Home page provides easy. To find open negotiations. one-step access to your most commonly performed Oracle Sourcing tasks. You can search by: Negotiation title.

1 “How do I monitor negotiations to which I've responded”).2. Alternatively.1. use the Search Negotiations fields to access the Active Negotiations page.6 “How do I submit a response online”). (See section 5.1 “How do I access negotiations”). The Notes and Attachments section displays any text messages from the buyer and any attached files. 3. shipping and billing information. To respond to a negotiation you must: 1. Attachments can be viewed by clicking the paperclip icon.4. Under Open Invitations.Oracle Sourcing Help Creating and managing sourcing events Updating profile information Viewing award decisions Updating profile information 5. This includes such information as the time the negotiation. Click the negotiation number to access the Negotiation Summary page. (See Section 5.4 How do I view the details of a negotiation before placing a response? 1. or price breaks associated with it. You can easily navigate to a particular section of the page (such as the item information section) by clicking the small down arrowhead icons or the links at the top right of the page.1. Submit your response (bid. you can view information on the item attributes by clicking the "View" link under the Details column. or quote). Page 152/209 . Find a negotiation in which to participate (See Section 2. the response controls. pricing. price elements.3 How do I respond to a negotiation? Suppliers can respond to public negotiations and private negotiations to which they have been invited. click the negotiation number to access the Negotiation Summary page for the negotiation in which you are interested. 2. If the item has attributes. 5. The Negotiation Summary page displays all the current information for this negotiation. 2. Monitor the action in the negotiation in which you are participating. detailed item information.1.

RFIs typically run to several rounds as buyers continually refine the groups of suppliers who can most closely supply the products and services the buyer is looking for. enter response values as you normally would when bidding or quoting online. RFIs may or may not be concerned with line price or costs. you are required to provide values for these fields. The purpose of an RFI is to gather information on goods and services a supplier company provides. These line attributes identify the questions the buyer has about a particular line. If the negotiation is closed. you can only see the response history if you are the buyer.1. RFIs to which you've been invited will appear under Open Invitations. If the buyer chose to include the Price and Quantity fields. On the Terms and Conditions page. select the RFI to which you wish to respond and click Respond.5 How do I respond to a Request for Information (RFI)? A Request for Information (RFI) sourcing document is different from other sourcing documents such as RFQ or buyer's auction. Since the purpose of an RFI is to obtain product and service related information for a negotiation line. Otherwise. the Price and Quantity fields are display only and you cannot enter anything in them.Oracle Sourcing Help If the negotiation is open. Buyers use responses to an RFI to qualify suppliers early in the procurement process. no one can see the responses until the negotiation is over and unsealed. 5. either accept or reject the negotiations conditions. 5. most negotiation lines in an RFI have attributes defined. 3. On the Create Response page. To respond to an RFI: 1. 4. the RFI can be converted to an RFQ or buyer's auction. From the Negotiations Home page. The purpose of RFQs and buyer's auctions is to negotiate line price and costs prior to generating a purchasing document. If the negotiation is sealed. Line attributes appear under the Lines section of the Page 153/209 . search for any open RFIs or RFIs to which you've been specifically invited. and the buyer can initiate a regular price/cost negotiation with the targeted suppliers. From the Results: Active Negotiations. 2. you can review any current responses by clicking the number link under the Responses/Quotes/Bids column. Once the appropriate group of suppliers has been identified. You can find open RFIs by entering search values in the Search Open Negotiations fields and clicking Go.

verify your response values. 5. Alternatively. The Attribute Type column shows you whether a response is required or optional. On the Create Response: Review and Submit page. If the buyer has defined Terms and Conditions. 8. you can select the currency in which you will place your quote/bid. After you select a currency.Oracle Sourcing Help Create Response page. On the Active Negotiations page. o Quote Currency (Bid Currency) The buyer might allow quotes/bids in currencies other than the RFQ/auction currency (the currency used to create the RFQ or auction). click View Quote History/View Bid History. you are asked to read and accept the negotiation terms and conditions. enter the following information. After reading the terms and conditions. be aware of the following size limits: o o o Attribute: 240 characters Target: 4000 characters Response: 4000 characters 6. 2. you can enter search values into the Search Negotiations fields and click Go to list all negotiations in the system. On the Create Quote/Create Bid page. click Submit. 3. all response prices (such as start price and target price) will be listed in the RFQ/auction currency. Page 154/209 . select Create Quote/Create Bid from the Actions menu to create a response to the negotiation. you will see all prices listed in your chosen currency. including ones to which you were not explicitly invited to. If correct. If so. click Continue 7. You can see details of the negotiation on the negotiation summary page. If you want to view any responses that have already been submitted. If the buyer has chosen to display an attribute target. You can only see the existing responses when the negotiation is open or unsealed. On the negotiation summary page.6 How do I submit a response online? Navigate to the negotiation summary page for the negotiation to which you wish to respond by clicking its negotiation number link under the Open Invitations section of the Negotiations Home page. Note: Before you select a currency. When you have responded to all required and optional line attributes. When entering responses. click Accept. this value appears in the Target Value column. To submit response online: 1. find your negotiation and click the negotiation number link there.1.

Proxy bids are not applied to any item having a price element. you can see the exchange rate for currencies other than the response currency. o Proxy Bid Decrement (auctions only) If the buyer allowed proxy bidding. You can use the pop-up calendar to select a date. they are displayed in the Attributes table. a percent sign will appear after the Proxy Bid Decrement field. If the buyer wants the bid to decrease by a percentage. enter a number representing the percentage by which all your bid prices should be updated. This is different from the quote/bid number which is generated by the system. o Quote Valid Until (Bid Valid Until) Enter the date on which your bid or quote expires. Enter your response in the Bid Value/Quote Value field . o Note to Buyer You can enter a short text note to the buyer. Power Bid is disabled if any of the negotiation items contain price elements. proxy bidding is disabled and this box does not appear. Note that the buyer may have defined a minimum value by which prices must change. you receive an error message. o Reference Number A number you can assign for your own internal tracking. or specifications about your response. o Attributes If there are any header level attributes. o Power Bid (when rebidding in an auction only) If you are rebidding and wish to use the Power Bid functionality. assigned automatically.Oracle Sourcing Help If the buyer has allowed it. and cannot be edited. and if your new bids are not acceptable. If all items in the auction have price elements. If the buyer wants the bid to decrease by a monetary amount. o Attachments Click Add Attachments and use the Add Attachment page to supply the buyer with any additional information on. This can represent either a percentage or monetary amount depending on the settings defined by the buyer. Page 155/209 . The buyer can view this value. enter the value by which you wish your bid to be reduced. the currency sign will appear after the Proxy Bid Decrement field. See the Attribute column for an explanation of the attribute. Click Recalculate to display your new prices.

this field is display only. o Bid Proxy Minimum(auctions only) If the auction allows proxy bidding. the item price. If a line contains price elements. If the negotiation outcome is Standard Purchase Order or this attribute is weighted. o Attributes If there are line attributes defined for this line. o Price Elements Price elements are displayed if they have been added to an item by the buyer. o Promise Date Use the pop-up calendar to enter the date by which you will deliver the item or service. Pricing Basis The method by which this price element is used to calculate the bid price: Per-Unit The value is multiplied by the quantity of units bid and added to the item price. and you must enter new bids manually. the bid value and the pricing basis are used to calculate the bid price. enter your minimum bid. When you click Continue. and you enter your price in the Bid/Quote Value field for the Line Price price element . Fixed Amount Page 156/209 . If the buyer set bid controls to allow only full quantity bids. and you enter your quantity value in the Quantity attribute for the line. If Quantity has been scored and weighted. automatic bidding on your behalf is discontinued. If the bidding drops below this amount. enter your responses to each attribute.Oracle Sourcing Help o Quote/Bid Price Your price for one unit of the item or service. Promise Date is required. You can rebid specifying new proxy bid values. The Attribute Type column shows whether a response is required or optional. Bid Value Enter your value for this price element. o Quote Quantity/Bid Quantity Number of units on which you are Quoting/Bidding. this field is display only and shows the quantity entered by the buyer. this field is display only.

click the "Click here. o Price Breaks If there are price breaks defined for this item. click Submit. then multiplied by the item price. Page 157/209 . you see the paperclip attached to a page of paper. a supplier organization can have only one draft response against a particular negotiation. o Add Attachments You can attach additional line information to your bid.Oracle Sourcing Help The value is divided by the quantity of units bid and added to the item price. You can access the draft for editing or for submission. however. a single supplier organization can have multiple draft responses against the same negotiation. You can access your draft responses by clicking the Manage Draft quick link from the Negotiations Home page. click Save Draft to save your response information for a later session. 6. the draft can be accessed and edited as needed until the final version is ready for submission. and the result added to the item price. » line to enter your price break responses. a single supplier user can only have one draft response outstanding against a single negotiation. This is common in situations where the response is complex and requires the input of several collaborators. Your draft will be assigned a number which you can use later when accessing the draft for editing or completion. Verify your response information for accuracy. Drafts can be used to spread the response definition over several sessions. When you are satisfied with your bid. After entering values as needed. click Continue. If a single best bid situation is in effect. 5. enter a text note to the buyer to supply additional information on your response to this line. This returns you to the Create Quote/Bid: Review and Submit page. You might wish to do this to respond to any attachments from the buyer or simply to include detailed information. Click Edit to update any incorrect information. Note: If for some reason you do not wish to submit your response immediately. o Note to Buyer If necessary. % of Item Price The value is divided by 100. In this case. If you have added attachments. 4. If multiple responses are allowed.

3. Click the Lines subtab to see details of the negotiation lines. Page 158/209 . Price elements identify additional costs associated with an item which need to be negotiated in addition to the item price.7 How do I view the attachments associated with the negotiation to which I am responding? In addition to the typical negotiation information. The negotiation summary page displays all the information on the negotiation broken down into a tab-oriented form so you can easily view the information contained in the different sections of the negotiation. 5.Oracle Sourcing Help 5. the page displays the negotiation header information. Once you have viewed all your attachments. you can view these specific item details (if allowed by the buyer) and enter additional values to target your response. on occasion the buyer may need to communicate or request additional information such as specialized requirements. search for an open negotiation by selecting a search criteria. 2. 4. To view the notes and attachments: 1. The first attachment is the requisition header attachment. a buyer can add item attributes and/or price elements to any item(s) in the negotiation. click that line's number link. there will be two attachments for each line. From this page you can continue placing a response.1. click Return to Negotiations to return to the negotiation summary page. you see any notes and attachments assigned by the buyer to the line.8 How do I use item attributes and price elements when responding to a negotiation? When creating a new negotiation. By default. Notes and attachments can be assigned to the negotiation header or the negotiation lines. click the negotiation number link under Your Company's Open Invitiations to view negotiations to which you have been invited. Alternately. The buyer can use the note text box for short communications or use attachments for larger amounts of information. If this line was AutoCreated from Purchasing and there was both an attachment at the requisition header level as well as attachments at the line level. Click the negotiation number link to display the negotiation summary page. From the Negotiations Home page. On the Line: page.1. 5. The second attachment is the line attachment. When you respond to a negotiation that includes item attributes and/or price elements. providing a search value and clicking Go. To see the detail information for each line.

5. In an auction that includes more than one item. your responses to an item's attributes are scored and weighted to allow the buyer to make more informed decisions. Page 159/209 . Your bid status is No Bid for any item on which you have not placed a bid. and Lose for any item on which you have been outbid. If you want to display only those auction items that are included in a specific category. Locate an open auction in which you'd like to bid. select the category from the View menu. To activate AutoRefresh: 1. you can set your responses apart from your competitors' responses and enable buyers to make better-informed award decisions. Select the auction and click Respond. By providing item details and specifications in item attribute fields. Item attributes also allow you to provide more information and details when entering responses. 5. 4. 5. On the Create Bid page.10 What is proxy bidding and how does it work? By activating proxy bidding.1. you can adjust the AutoRefresh interval setting to change the length of time between page refreshes. 3. Click Create Bid to deactivate AutoRefresh and place a bid on the auction.Oracle Sourcing Help Item attributes provide extra information about a negotiation item.1.9 What is AutoRefresh? AutoRefresh enables you to continuously monitor the bidding in an auction before or after you submit a bid. Such costs can include discrete charges such as import duties or activities such consulting or training costs. you allow the system to automatically rebid on your behalf whenever a competing bid price beats your bid price. The AutoRefresh page updates the current best bid price and your bid status for each item in the auction. In Multi-Attribute Weighted Scoring negotiations. and 2) the details that a negotiation participant should provide when entering a response for that item. 2. you can proxy bid on some items and bid manually on others. Item attributes make a negotiation item more descriptive and can be used to ensure that all responses submitted for the item include details not included elsewhere in the item information. They define 1) unique specifications that are set for a negotiation item. Win for any item on which you have the current best bid price. On the AutoRefresh page. You cannot proxy bid on any items that have price elements. Using price elements allows you to target additional costs related to a particular negotiation item. click AutoRefresh On. then click Go.

you can enter your proxy bid information in the appropriate fields on the Create Bid page. You can change your proxy bid decrement if all items on the bid do not have proxy enabled.400 bid is subsequently submitted. You can also change the proxy bid minimum amounts. you can cancel your proxy bid and submit a new bid with the updated proxy information. Use numbers. you cannot change this amount unless the minimum amount is met in the auction bidding or you cancel the proxy bidding on the item. If the bidding on an auction item in which your proxy bidding drops below your proxy bid minimum amount. and a $3. The Proxy Bid Decrement field will indicate whether you can enter the amount as a percentage or monetary amount (this is determined by the buyer). To submit a proxy bid for any auction item.300 on your behalf. the system will automatically submit a proxy bid of $3. if you have submitted a $3. Note: After you have submitted your proxy minimum bid amount. Your proxy bid decrement amount will be applied to the current winning bid in the auction. Whenever your bid price is exceeded by a competing bid price. then enter a proxy minimum bid only for those items on which you want to proxy bid. For example. Proxy Bid Decrement You must enter the exact amount by which you want each of your proxy bids to decrease. automatic proxy bidding is discontinued. you can proxy bid on all or selected items. Discontinue bidding on the item Page 160/209 . not your own current bid. for example. you must provide the following information: Note: If at any time you wish to change your proxy bid information. You cannot enter different proxy bid decrement amounts for each item. Proxy Minimum Bid You must enter the lowest price you are willing to proxy bid for any auction item.Oracle Sourcing Help To activate proxy bidding: When you place a bid on an auction. Then submit the bid as normal.500 bid in an auction with a proxy bid decrement amount of $100.75. Bid manually on the itemContinue bidding on the item by submitting bids manually. Enter your proxy bid decrement amount. You can then do any of the following: Enable another round of proxy bidding for the item Enter new proxy bid information. the system will continue to automatically rebid (by the proxy bid decrement amount you specify) until your proxy minimum bid price is met. 10. When bidding on an auction that contains more than one item.

To view the details of your current bid. this happens when the bidder needs to update bid information.Oracle Sourcing Help 5. Once you have placed a bid using proxy bidding. the promise date offered by the bidder may need to be updated due to unforeseen situations at the time the proxy was begun. However. once proxy bidding has been initiated. Select the items for which you wish to disable proxy bidding. Or in a multiattribute weighted negotiation. Once enabled. Page 161/209 . you can monitor its progress by locating the negotiation number under Your Active and Draft Responses section of the Negotiations Home page. proxy bidding in suspended. 3. 5. 1. In both these cases. 2. the bidder may wish to halt the proxy bidding to update bid information. click Cancel Proxy at the bottom of the page. On the Rebid page. there may be certain instances in which the bidder needs to end proxy bidding early. The Cancel Proxy Bidding page shows all line items for which you have proxy bidding enabled.1. Usually. The bidder specifies the amount of the price decrement (expressed as a percentage or a flat price reduction) and the minimum price to offer. Cancelling proxy bidding In most cases. Power bidding cannot be used if any of the auction items contain price elements.1. Click Create Bid to create a new bid. At this point. and click Cancel All Proxies. it can be allowed to run to conclusion. For example. the bidder may wish to update the non-price related information to improve the price to total score ratio. click Create Bid. When you use power bid. click the Response number link. continue entering your new bid information (including new proxy specifications if desired). all of your bids (losing and winning) in an auction are improved by the percentage you enter in the Power Bid field. The Cancel Proxy Bidding page redisplays without the line item(s) for which you just disabled proxy bidding (you can choose to retain proxy bidding on some line items but not others) 4. To cancel proxy bidding. When the Rebid page appears. the system will continue to rebid at lower prices until the bidder's minimum bid price is reached. To continue placing a new bid.12 What is power bid? Power bid allows you to expedite your rebidding when you have bid on several items in the same auction.11 How do I turn off proxy bidding? Proxy bidding allows a bidder to have the system automatically rebid whenever a competing bid is received.

On the Quote/Bid by Spreadsheet page. After you have located a negotiation on which to bid. Page 162/209 . click the negotiation number and review the negotiation's details and lines. then click History to review responses. To download a spreadsheet and prepare your bid or quote offline: 1. The recalculated price appears in the Price field. 5.13 How do I download a spreadsheet and respond offline? Importing your responses using a spreadsheet is helpful if there are many lines in a large negotiation. for example. enter the power bid percentage by which you want to decrease each of your bids in the auction. When you are satisfied with your power bid prices. Navigate back to the Quote/Bid by Spreadsheet page. If you want to return to your original bid prices. 2. 3. You can then enter a new power bid percentage and click Go to revise your power bid. Save the file. Access the open negotiation to which you wish to respond. Access the auction on which you want to rebid. Bulk loading is also useful if you respond to similar negotiations that occur repeatedly. 7. 5. even if your new bid price exceeds the current best bid for any auction item.25. 5. You can create the spreadsheet once and then make only the modifications necessary for a particular negotiation. 4. 4. Save the spreadsheet file to a convenient location. You can download an Excel spreadsheet or a text spreadsheet. 2. click Clear Changes. Click Recalculate to preview your power bid prices. 3. 6.Oracle Sourcing Help To use power bid: 1. Because you are only previewing your power bids.1. your bid status does not change yet. As you prepare to respond. click Submit Bid and review the details of your bid. you may want to look at responses that have already been submitted (not viewable in blind or sealed auctions or in RFQs). From the negotiation summary page. Enter numbers. On the Create Bid page. Your bid prices so not take effect until you click Submit Bid. select Create Quote/Bid from the Action menu and click Go. Open the spreadsheet file and complete according to the instructions in the Read Me file included in the zip. select the type of file(s) you wish to download.

1. Click Submit. 8. Browse to the location where you saved your spreadsheet file. If the negotiation is an RFQ. If the item is unchanged from the previous round. The Multi-Round Modifications Summary page shows you negotiation information that has been updated since the previous round. Quote/Bid controls. the initial round might have been simply for information gathering purposes. If correct. Access the negotiation on which you wish to rebid. Click the response link to access the Details page. Once you have displayed the new negotiation.1. check your response information. you can continue placing your re Page 163/209 . 5. 9. If you need to make changes. If the buyer has updated an item for the new round. you can easily identify the updated information by clicking View New Round Summary. click Create Quote/Bid. There are several reasons why this might happen. 3. or the invitation lists. The system will validate the response information you entered in your spreadsheet. your prior response is carried over to the new round.14 How do I rebid on an RFQ or auction? 1. 2. enter your new bid information and click Continue. or the buyer may decide to change negotiation criteria such as terms and conditions.Oracle Sourcing Help 7. After you have located the negotiation in which you wish to participate.15 How do I respond to a negotiation that has gone to an additional round of responding? A buyer can decide to close an active negotiation and restart it. The Bid Confirmation/Quote Confirmation page displays your bid number. you can respond with your new Quote/Bid. On the Rebid/Requote page. use your Back button. Once the buyer has published the updated RFQ/Auction. On the Review Quote/Bid page. 4. You respond to a second-round negotiation the same way as to the initial negotiation. On the negotiation Details page. you will need to respond to that item again. notifications are sent to the original and any newly added participants. Click Import. 5. click Submit. Verify the details of your quote or bid. After you have analyzed the updated negotiation information.

Search for the negotiation. the buyer may need to update some of the information defined in the sourcing document.Oracle Sourcing Help 5. Page 164/209 .1. 4.16 Why would a negotiation have special terms and conditions? Your buying company can include customized terms and conditions that govern its negotiations. 2. Such updates are called amendments. To respond to a negotiation that was amended after your first response: 1. On the Acknowledge Amendment page. When you respond to such a negotiation.1. To respond to a negotiation that was amended before your first response: If the amendment was made prior to your first access. you must review and acknowledge the amendments and place a new response.17 How do I respond to an amendment to a sourcing document? After publishing a negotiation. you will only be able to respond to the amended version. Once a document has been amended. Select the negotiation and click Respond. Review the negotiation's terms and conditions. these terms and conditions are presented before you enter the details of your response. you must have reviewed all the amendments and placed a response to the latest one. If you placed a response before the amendment was made. To be eligible for an award decision. you must review and acknowledge each one. click Accept. If you do not accept the negotiation's terms and conditions. click Cancel. 1. the next time you access the system the status of your initial response will have been changed to Resubmission Required in the Your Active and Draft Responses section of the Negotiations Home page. 5. 6. you can continue to respond to the negotiation normally. review the document information. click the checkbox and then click Acknowledge. 3. Once you have acknowledged all the amendments. Click Yes. 5. If there are multiple amendments. You will not be allowed to enter a response in the negotiation. You are informed that the negotiation has amendments and are prompted to acknowledge them. then continue entering your response.

you respond to the deliverable and update its status. You use the Create Response page to enter your response to the buyer's negotiation. 5.1. Review the information. Click Acknowledge Amendment. You are presented any additional amendments. If there is an X icon in the Alert column. 9. Deliverables are part of the contract terms the buyer may have defined and are typically additional pieces of documentation that must be provided by the supplier. 5. This includes responses to any contract terms the buyer has defined. If Oracle Procurement Contracts is implemented by the buying organization. The Amendment History page has entries for the original negotiation and any subsequently amended versions. 6. there may be deliverables to which you must respond.Oracle Sourcing Help 2. Page 165/209 .18 How do I respond to a deliverable defined to a negotiation? Deliverables are additional requirements a buyer may request of a supplier over the course of a negotiation. 8. Click the negotiation number link to view the original negotiation and its updates. The currently active version has the highest number and is the first entry in the table. 3. you must acknowledge that you have viewed the amendment and placed a new response. The negotiation summary page shows the original version of the negotiation. Once you have completed the tasks outlined in the deliverable. To be considered for an award decision. Once you have acknowledged all the amendments. and then click the checkbox acknowledging you have reviewed the amendment. If there is an exclamation point icon in the Alert column. 4. If there are deliverables. Contract terms are displayed in the Contract Terms section of the page. On the Acknowledge Amendment page. or click the Review Changes icon to see what information changed between a version and its prior version. 2. they will be listed in the Deliverables section. and you must respond to these deliverables before their dates expire. The Review Changes page identifies the information that has changed. Click the Update icon. Click Acknowledge. the due date for completion of that deliverable has passed and that deliverable is late. Click "View Amendment History" to see the changes made to the original negotiation. 1. Each deliverable has a due date. you can place a new response on the negotiation. The amended versions are suffixed with an incrementing counter. the responsible party failed to perform the deliverable. You can toggle between the current version and its prior version using the buttons. you are presented the first amendment. Click the suffixed number links to see the different versions of the sourcing document. 7. which you must review and acknowledge.

Oracle Sourcing Help

3. On the Update Deliverable page, you can perform the following modifications (note that changes to the deliverable status are tracked and can be displayed):
o o

Change the deliverable status. Modify or delete an existing attachment, or add a new attachment

4. Change the status to Submitted and click Done. 5. Continue responding to the negotiation. 5.1.19 How do I respond to a service-related line? When you are responding to a service-based negotiation, the fields to which you can respond depend on the type of line. Responding to a temporary labor, rate-based line You can respond to the following fields: Bid Price Attributes (if any) Price differentials (if any) Location Pricing Responding to a temporary labor, fixed-price line You can respond to the following fields: Bid Price Attributes (if any) Responding to General Services, fixed-price line Bid Price Attributes (if any) Responding to Price Differentials You can respond to price differentials at the line or location (price break) level if they are marked as optional or required. If it is possible to enter a value, it must be higher than the tageted multiplier defined by the supplier.

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5.2 Monitoring Negotiations
5.2.1 How do I monitor negotiations to which I've responded?

From the Negotiations Home page, you can easily monitor the status of negotiations to which you have responded. The Your Active and Draft Responses section lists all negotiations to which your have either submitted an active response or to which you are still creating a draft response. 1. Click the Negotiation Number link to see details of the negotiation such as negotiation items, terms and conditions, and response controls. 2. Click the Response Number link to see details of your current responses. Also on the Negotiations Home page, you can use the Response Quick Links to see the status of your awarded, disqualified, and rejected responses. 5.2.2 How do I use Quick Links?

The Quick Links section of the Negotiations Home page provides easy, one-step access to your most commonly performed Oracle Sourcing tasks. The links are organized by task and negotiation type so you can find the link for the task you wish to perform. Simply clicking the link takes you to the page where you initiate the operation. The table below shows some of the operations available Sourcing Buyers and Sourcing Suppliers by using Quick Links.

Buyer Operations Creating negotiations Creating templates and reusable lists Managing draft negotiations Creating and managing sourcing events Updating profile information

Supplier Operations Responding to negotiations Monitoring active responses Managing draft responses Viewing award decisions Updating profile information

5.2.3

How do I track the status of my responses?

When a negotiation in which you have participated is awarded, the system sends you an e-mail notification listing the number of negotiation items you won (if any) and lost (if any). Page 167/209

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To view the status of your responses: From the Responses Quick Links section of the Negotiations Home page click: "Awarded" to access the Awarded page showing information on all your awarded business. "Rejected" to access the Rejected page showing information on all your rejected responses. "Disqualified" to access the Disqualified page showing information on all your disqualified responses.

5.2.4

What information is contained on the Disqualified Responses page?

The Disqualified Responses page shows you all responses you have placed in any negotiation that have been disqualified by the buyer. The Disqualified Responses page allows you to drill down into detailed information about the negotiation and your response to it. The Disqualified Responses page shows: Response Number The number assigned to your response by the system. Your Response Number The number you assigned your response, if any. Negotiation Number The number assigned the negotiation by the system. Type The negotiation type: RFI, RFQ, or buyer's auction Title The title of the negotiation. Event Title The name of the event, if the negotiation is associated with one. Time Left Time remaining until the negotiation closes. Reason Any explanation provided by the buyer explaining why the response was disqualified. If the negotiation is still open, you can select your response and click Revise to update your information and submit a new response.

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5.2.5

What information is contained on the Awarded Items page?

The Awarded Items page shows you all negotiation items for which you have been awarded business. The Awarded Items page allows you to drill down into detailed information about the negotiation items and your responses to them. The Awarded Items page shows: Response Number The number assigned to your response by the system. Your Response Number The number you assigned your response, if any. Negotiation Number The number assigned the negotiation by the system. Type The negotiation type: RFI, RFQ, or buyer's auction Item Description The description of the item entered by the buyer. Promise Date The date by which you said you can supply the item. Award Quantity The number of negotiation item units the buyer is contracting to buy from you. Response Price The price at which you offered to sell the item. Order The purchase order generated from this negotiation. Reason Any optional message from the buyer.

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Negotiation Number The number assigned the negotiation by the system. 5. Response Price The price at which you offered to sell the item. Promise Date The date by which you promised to deliver the item.2.2. Reason Any message provided by the buyer explaining why the item was not awarded. Page 170/209 . The Rejected Items page shows: Response Number The number assigned to your response by the system. Your Response Number The number you assigned your response. or Buyer's Auction Item Description Description of the negotiation item. The Rejected Items page allows you to drill down into detailed information about the negotiation and your response to it. participants can communicate with each other by entering into an ongoing conversation called an online discussion.6 What information is contained on the Rejected Items page? The Rejected Items page shows you all items to which you responded but were not awarded by the buyer.| Type The type of negotiation: RFQ. if any. Response Quantity The number of item units you offered to sell the buyer. Once a negotiation has been published.7 How do buyers and suppliers communicate while a negotiation is in progress? There may be times when buyers and suppliers need to contact each other directly for additional information or clarification.Oracle Sourcing Help 5.

For each discussion. The Reply to Message window opens. You can display all discussions associated with this negotiation by clicking Printable Page. Enter your reply text and click Send. and recipients of the message. then the Status of the message is either Read or Replied. specify the subject heading for the message. The Message window displays the text of the message and other information such as the time. In this window you o o o select the recipient(s) of the message. You can also initiate an online conversation from the negotiation summary page. A new discussion thread is created by the system. click the link under the Message column. enter the full text of the message . click New Message.Oracle Sourcing Help Using an online discussion Once a negotiation is published. there is an entry for the original message initiating that discussion as well as all replies to that message. The Subject: label identifies each discussion. date. Fill out the network print box and click Print. and "Your Active and Draft Responses" for Sourcing Suppliers). and then Print. To see the text of a message. click Reply. To reply directly to a message. Clicking the Unread Messages number link takes you to the Online Discussion page. To create a new discussion. To print this message. click Send. The Create New Message window opens. you can participate in a online discussion by clicking the number link under Unread Messages (under "Your Negotiations at a Glance" for Sourcing Buyers. o o To reply to the message. click Reply. The newest entries appear at the top of the table. Page 171/209 . When you have finished entering your message. Enter the text of your response and click Send. If you have read and/or replied to a message. click Print. The Online Discussions page displays all discussions associated with this negotiation (there can be multiple discussions for a single negotiation).

the bidder may wish to halt the proxy bidding to update bid information. the promise date offered by the bidder may need to be updated due to unforeseen situations at the time the proxy was begun. The bidder specifies the amount of the price decrement (expressed as a percentage or a flat price reduction) and the minimum price to offer. However. Note that the rules vary depending on the style of negotiation.2. Negotiation Style Negotiation Respond to Creator Can Negotiation Respondents Can Respond to Creator only Creator only All respondents Open Negotiation One or more respondents Blind Negotiation One or more respondents Sealed Negotiation All respondents 5. proxy bidding in suspended. For example. there may be certain instances in which the bidder needs to end proxy bidding early. At this point. In both these cases.Oracle Sourcing Help Online Conversation Participants Messaging Capabilities The table below details the rules governing the messaging capabilities of the negotiation creator and the respondents. the bidder may wish to update the non-price related information to improve the price to total score ratio. Usually. the system will continue to rebid at lower prices until the bidder's minimum bid price is reached.8 How do I turn off proxy bidding? Proxy bidding allows a bidder to have the system automatically rebid whenever a competing bid is received. once proxy bidding has been initiated. it can be allowed to run to conclusion. this happens when the bidder needs to update bid information. Canceling proxy bidding In most cases. Page 172/209 . Or in a multiattribute weighted negotiation. Once enabled.

The printed version also does not include any price elements defined to the negotiation. and click Cancel All Proxies. or names of invited suppliers. click the Response number link. the clauses and deliverables are printed as well. click Create Bid. continue entering your new bid information (including new proxy specifications if desired). These negotiations are listed under the Your Negotiations at a Glance section. open and inspect the print directly. current prices. mail or email. Click Create Bid to create a new bid.9 How do I print information on my negotiation? Much business communication today is carried and managed offline. On the Rebid page. 3. When the prompt box appears. click Full List.2.Oracle Sourcing Help To cancel proxy bidding. To view the details of your current bid. you can monitor its progress by locating the negotiation number under Your Active and Draft Responses section of the Negotiations Home page. select Print Document from the Actions menu 3. 2. search for the negotiation you wish to print. Page 173/209 . click Cancel Proxy at the bottom of the page. When the Rebid page appears. Access the negotiation by clicking its negotiation link. 1. Buyers need the capability to download and print a negotiation for offline review. 4. The Cancel Proxy Bidding page redisplays without the line item(s) for which you just disabled proxy bidding (you can choose to retain proxy bidding on some line items but not others). The printed version of the negotiation is appropriate for public display since it excludes all internal data such as internal attributes. 2. If you cannot see all your negotiations. The Cancel Proxy Bidding page shows all line items for which you have proxy bidding enabled. 5. or save it to a location on your machine and review the document there. On the negotiation summary page. To print a negotiation (for buyers): 1. Select the items for which you wish to disable proxy bidding. To continue placing a new bid. Government organizations in particular present solicitation packages according to a unified format. Once you have placed a bid using proxy bidding. Responders should be able to complete negotiation documents and return the results by FAX. If Oracle Procurement Contracts is implemented and the sourcing document has contract terms attached to it. On the Negotiations Homepage.

On the Negotiations Homepage. 2. you must review and acknowledge the amendments and place a new response. Click Yes. When the prompt box appears. or save it to a location on your machine and review the document there To print contract terms only: 1. On the negotiation summary page. 4. search for the negotiation you wish to print by clicking the Negotiation Number link. 2. Such updates are called amendments. search for the negotiation for which you wish to print the contract terms by clicking the negotiation number link.Oracle Sourcing Help To print a negotiation (for suppliers): 1. you must have reviewed all the amendments and placed a response to the latest one. you must review and acknowledge each one. When the prompt box appears. select Print Document from the Actions menu. you can continue to respond to the negotiation normally. Select the negotiation and click Respond. 3. On the Acknowledge Amendment page. 1. open and inspect the print directly or save it to a location and review the document locally. 2. 3. 5.10 How do I respond to an amendment to a sourcing document? After publishing a negotiation. Once a document has been amended. Click Preview Contract Terms. Click the Contract Terms link in the navigation bar. If there are multiple amendments.2. review the document information. open and inspect the print directly. Page 174/209 . Once you have acknowledged all the amendments. you will only be able to respond to the amended version. To respond to a negotiation that was amended before your first response: If the amendment was made prior to your first access. 4. 6. the buyer may need to update some of the information defined in the sourcing document. You are informed that the negotiation has amendments and are prompted to acknowledge them. click the checkbox and then click Acknowledge. Search for the negotiation. 5. To be eligible for an award decision. On the Negotiations Home page. 3.

or click the Review Changes icon to see what information changed between a version and its prior version.2. 6. you are presented the first amendment. The amended versions are suffixed with an incrementing counter. You are presented any additional amendments. which you must review and acknowledge. This includes responses to any contract terms the buyer has defined.Oracle Sourcing Help To respond to a negotiation that was amended after your first response: 1. 5. Click the suffixed number links to see the different versions of the sourcing document. If Oracle Procurement Contracts is implemented by the buying organization. To be considered for an award decision. Click the negotiation number link to view the original negotiation and its updates. The Review Changes page identifies the information that has changed. You use the Create Response page to enter your response to the buyer's negotiation. there may be deliverables to which you must respond. The Amendment History page has entries for the original negotiation and any subsequently amended versions. the next time you access the system the status of your initial response will have been changed to Resubmission Required in the Your Active and Draft Responses section of the Negotiations Home page. If you placed a response before the amendment was made. Click "View Amendment History" to see the changes made to the original negotiation. Review the information. Click Acknowledge Amendment. Contract terms are displayed in the Contract Terms section of the page. Page 175/209 . Deliverables are part of the contract terms the buyer may have defined and are typically additional pieces of documentation that must be provided by the supplier. On the Acknowledge Amendment page. 3. 9. Once you have acknowledged all the amendments. you must acknowledge that you have viewed the amendment and placed a new response 7. 2. 4. Click Acknowledge. You can toggle between the current version and its prior version using the buttons. and then click the checkbox acknowledging you have reviewed the amendment. you can place a new response on the negotiation. The negotiation summary page shows the original version of the negotiation.11 How do I respond to a deliverable defined to a negotiation? Deliverables are additional requirements a buyer may request of a supplier over the course of a negotiation. The currently active version has the highest number and is the first entry in the table. 8. 5.

Oracle Sourcing Help

1. If there are deliverables, they will be listed in the Deliverables section. Each deliverable has a due date, and you must respond to these deliverables before their dates expire. If there is an exclamation point icon in the Alert column, the due date for completion of that deliverable has passed and that deliverable is late. If there is an X icon in the Alert column, the responsible party failed to perform the deliverable. 2. Once you have completed the tasks outlined in the deliverable, you respond to the deliverable and update its status. Click the Update icon. 3. On the Update Deliverable page, you can perform the following modifications (note that changes to the deliverable status are tracked and can be displayed):
o o

Change the deliverable status. Modify or delete an existing attachment, or add a new attachment

4. Change the status to Submitted and click Done. 5. Continue responding to the negotiation. 5.2.12 How do I respond to a service-related line? When you are responding to a service-based negotiation, the fields to which you can respond depend on the type of line. Responding to a temporary labor, rate-based line You can respond to the following fields: Bid Price Attributes (if any) Price differentials (if any) Location Pricing Responding to a temporary labor, fixed-price line You can respond to the following fields: Bid Price Attributes (if any) Responding to General Services, fixed-price line Bid Price Page 176/209

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Attributes (if any) Responding to Price Differentials You can respond to price differentials at the line or location (price break) level if they are marked as optional or required. If it is possible to enter a value, it must be higher than the tageted multiplier defined by the supplier.

5.3 Searching
5.3.1 How do I search for negotiations?

To be able to successfully conduct business on Oracle Sourcing, you must be able to quickly locate negotiations of interest. There are several ways to search depending on the kind of negotiation you are looking for. To search for your active and draft responses: If you are currently participating in a negotiation, or are in the process of preparing a response for a negotiation, information on your responses is displayed under Your Active and Draft Responses section of the Negotiations Home page. From this display, you can: Click the negotiation number link to see details about the negotiation. Click the response number link of an active response to see the details of your current response. Click the response number link of a draft response to continue editing the draft. To see a list of all your negotiations, click Full List. To search for negotiations to which you've been invited: If a buyer has invited you to participate in a negotiation, you will see an entry for that negotiation under Open Negotiations. To access a negotiation, click the Number link for that negotiation. You can see the details of the negotiation and decide whether or not to participate. To see a complete list of negotiations to which you have been invited, click Full List. To search for all open negotiations: In addition to the negotiations to which you have been specifically invited, there may be many other open negotiations which you may wish to investigate and participate in. 1. To search for all open negotiations, use the Search Negotiations fields at the top of the Negotiations Home page. You can search by Negotiation Title, Negotiation Number, Contact (the buyer who created the negotiation), Category (all negotiations having an item from that category value), Item Page 177/209

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(the item description) or Event (all negotiations associated with a Sourcing event . 2. After you have selected a search criteria and entered a search value, click Go. The Results: Negotiations page displays all negotiations that met your search criteria. 3. To access a negotiation, click the Number link. This will take you to the negotiation summary page. Here you can view information on the negotiation and submit a response.

6. Additional Information
6.1 Additional Topics
6.1.1 What are the benefits of registering and participating in this system?

This system offers extensive benefits and numerous advantages specific to buyers and suppliers: Benefits to All Participants Increase sales revenue and profitability. Reduce costs and streamline internal processes. Squeeze time out of the supply chain by optimizing resource utilization and improving scheduling and cycle times. Squeeze cost out of the supply chain by reducing inventory with better material planning and purchasing. Discuss negotiations to obtain better information and make informed decisions. Reduce new product rollout cycles and enhance design for manufacture and serviceability with real-time collaborative engineering design and concurrent engineering. Expand your reach across many currencies and time zones, and the systemsupported languages. Benefits to Buyers Obtain real-time access to a global base of suppliers. Save money on goods and services, both direct and indirect, using new Internet-based business practices. Page 178/209

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Achieve savings using advanced sourcing tools, including RFIs (requests for information), RFQs (requests for quotations), and auctions:
o o o

Obtain the best value by using item attributes. Retain and enhance best practices in sourcing by using reusable sourcing document templates. Manage complex negotiations efficiently using weighted scoring and multiple negotiation rounds.

Share product design information in real time, enabling trading partners to collaborate to reduce new product rollout cycles. Benefits to Suppliers Gain access to new markets with no startup cost. Reduce the cost of retaining existing customers and acquiring new ones. Compete effectively by using negotiations:
o o

Respond easily to RFQs. Leverage competitive advantage emphasizing value beyond just price.

Gain access to demand information from buyers to optimize resources and provide the lowest cost, on-time delivery of high quality products and services. 6.1.2 Can international companies participate?

Companies from all over the world can participate on this system. This system supports multiple languages, currencies, and time zones. 6.1.3 What is a WinZip (or zip) file?

WinZip files are "archives" used for compressing, distributing, and storing files. WinZip files contain one or more files (for example, text files or spreadsheet files). If you do not have the WinZip application for using WinZip files, you can download a trial version, or order individual/site licenses, at http://www.winzip.com. You can open and read any document archived in a WinZip file by double-clicking the document. However, the best way to make and save changes to "zipped" documents - for example, the spreadsheet templates used in the system - is to extract the documents from the WinZip file prior to editing. To extract, select the file(s) in the WinZip window and click Extract. Note: If you have difficulty downloading WinZip files from the system, or if you cannot see the files in a WinZip file you have downloaded, you may need to upgrade to a WinZip version greater than 6.2.

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1. If you are using a slow dial-up connection. 6. and apply only when you have selected "blanket purchase agreement" as the auction outcome. you should contact your system administrator to request additional function assignments. task bar option. button. the connection. and (for bulk load jobs only) the job number. Note: Depending on how the system is set up. may time out before the system receives the file. Users who are associated with this responsibility can access and perform specific features. or other feature. 6. Your Sourcing responsibility assignments determine which features you can use.5 Whom should I contact about technical difficulties? If you experience technical difficulties with this system you should contact your system administrator. or multibyte languages (such as Chinese). Your system administrator controls function security by creating a Responsibility consisting of different functions. If you receive a Task Access Restriction message.1. the steps you performed that led to the problem. Agreement Start Date/Agreement End Date The period during which the blanket purchase agreement is effective. If the feature in which you are uploading allows. some browsers will not upload files or browse directories whose names contain language-specific marks such as accents or umlauts. or task bar options? All system features are controlled by function security and your userid. Total Agreement Amount Page 180/209 .2 Glossary A Agreement Terms (Blanket Purchase Agreement only) Agreement terms are optional. particularly for large files.6 What if I have problems uploading files? Check the online Help about errors or failures.Oracle Sourcing Help 6. buttons. If you still cannot determine the cause of an error or failure. try placing the file in a WinZip file to reduce the file size or using a faster connection to the system. or if you cannot view or access a specific page. or if your upload does not complete.1. link. note the error text if any.4 Why can't I access some pages. links. Function security means that features can be used only by users who are allowed access to the features. 6. Then contact your system administrator.

This repository includes information about all suppliers with business statuses including Approved. Debarred. Post the attachment file to an Internet site. Total Agreement Amount applies only to RFQs or auctions with blanket purchase agreement outcomes. is known as an Approved Supplier List (ASL). either formally or informally. Attachments can be an attached file. and enter the full URL (for example: http://www. B Best Price (Best Quote/Bid Price) The best price quote/bid is the quote/bid that includes the lowest price for an RFQ/Auction item. Attachments (Attachment URL) Attachments contain additional descriptive information about items. Approved Supplier List (ASL) All procurement organizations maintain lists that associate the items and services they buy with the companies who supply them.com/filename. use an attachment URL.Oracle Sourcing Help Specifies the currency amount over the course of a blanket purchase agreement. they identify the class of accessor by assigning the attachment a category value. Depending on the category value assigned.mysite. For attachment files larger than 10 MB. a URL address of a file. a short or long text message. or New. Amount (with AutoIncrease) See Minimum Bid Decrement.doc) at which the attachment can be accessed. only the appropriate users can view the attachment. global repository containing relevant details about each ship-from/ship-to/item relationship. Data stored in a controlled. The file size limit for attachments is 10 MB. such as technical specifications or engineering drawings. It is the maximum amount that can be issued against a blanket purchase agreement as long as the Amount Limit on the blanket purchase agreement is not increased beyond the Total Agreement Amount. or an existing document from the system document catalog. . Bid Ranking See Quote/Bid Ranking Bid Start Price See Quote/Bid Start Price Page 181/209 . For each attachment negotiation creators select.

The current price can be used to analyze negotiation performance. or regular "list" price of a negotiation item. You can enter multiple billing addresses. some members can be designated approvers. Suppliers cannot view the current price. relative value.Oracle Sourcing Help Billing Address (Bill-To Address) The address to which bills for purchased items is sent. Members can be restricted to read only access meaning they can view but not update any information. Finally. Collaboration team members can be any user within the same organization to which the creator belongs. Also called a reverse auction. Blanket Purchase Agreement See RFQ/Auction Outcome. Current Price The current price represents the assessed value. Category The broad family or group to which an item or service belongs. and whether partial bids are allowed. Collaboration Team A group of buyers from the same purchasing organization who can collaborate on the creation and management of a sourcing document. D Date Format Page 182/209 . Buyers can tailor each auction to control who can see bids during the auction. Other members can be assigned specific tasks and given deadlines by which these tasks must be completed. Blind (Negotiation Style) See Negotiation Style. C Carrier The shipping company that delivers items to a buyer. Approvers must OK the document content before it can be published. whether multiple rounds of bidding are possible. Buyer's Auction An auction to purchase items or services that are clearly defined such as office furniture or memory chips.

Cost. Destination Supplier's responsibility for goods ceases upon acceptance by buyer. The following FOB options may be available: Origin Supplier's responsibility for goods ceases upon transfer to carrier. There can be many different system exchange rates defined. User-Defined Rates Exchange rates the buyer enters when defining response currencies for a negotiation. Insurance and Freight Page 183/209 . Note that this field is optional for blanket purchase agreements and cannot be scored.Oracle Sourcing Help The format (for example. CIF . Exchange Rate The rate used to convert values between currencies. Click the Preferences icon to set your preferred date format. E Estimated Quantity (blanket purchase agreements only) The organization's best estimate of demand for the item over the life of the blanket agreement. Exchange Rate Date The date on which the currency exchange rate is taken from the operating unit's currency exchange rate table. 31/12/1999) in which you enter and view dates on the system. F FOB FOB (Free on Board) determines the point at which a buyer takes title of goods purchased. . Exchange Rate Type When creating a multi-currency negotiation the buyer selects the exchange rate type: System exchange rates Exchange rates that have been bulk loaded into the system's exchange rate table for a particular date. 12/31/1999.

Oracle Sourcing Help Supplier must pay the costs.Free Carrier Supplier's responsibility ceases when he has handed over the goods.Ex Works Supplier's responsibility ceases when the goods become available to the buyer at the supplier's premises. Page 184/209 . FOB .Free Alongside Ship Supplier responsibility ceases when the goods have been placed alongside the vessel on the quay or in lighters at the named port of shipment. insurance and freight necessary to bring the goods to the specified port of destination.Carriage Paid To Supplier pays the freight for the carriage of the goods to the named destination.Delivered at Frontier Supplier's obligation ceases when the goods have been made available. FAS . CFR . CIP . cleared for export. CPT .Cost and Freight Supplier pay the cost and freight to bring the goods to the named port of destination. to the buyer's designated carrier at the named place or point. or cleared for export. EXW . but the risk of loss/damage to the goods transfers from supplier to buyer once the goods pass the ship's rail in the port of shipment. DES . but before the customs border of the adjoining country.Carriage and Insurance Paid To Supplier pays the freight and cargo insurance for the carriage of the goods to the named destination. FCA .Free on Board Supplier's obligation to deliver ceases when the goods have passed over the ship's rail at the named port of shipment. DAF .Delivered Ex Ship Supplier's obligation ceases when the goods have been made available to the buyer on board the ship uncleared for import at the named port of destination. at the named point and place at the frontier.

The following freight terms may be available: Allowed Supplier reimburses buyer for freight. Prepaid Supplier pays freight and invoices buyer. Freight Terms Freight terms specify the provisions for payment of freight. Paid Supplier pays freight.Delivered Duty Paid Supplier's obligation when the goods have been made available at the named place in the country of importation.Oracle Sourcing Help DEQ . the terms and conditions (for example. Releases against a global agreement are processed as standard purchase orders. Due Buyer pays freight. The agreement is owned and maintained by the creator's organization. DDU . cleared of importation. Page 185/209 . DDP . G Global Agreements Global agreements are a type of blanket purchase agreement.Delivered Ex Quay Supplier's obligation ceases when the goods have been made available to the buyer on the quay at the named port of destination. but the agreement can be accessed by any of the authorized organizations. For example. Global agreements can be used by multiple organizations within a company. the ship-to address and billing information) that are applicable to that organization are used even though they may be different from the terms and conditions of the owning organization. When an organization processes a release against the global agreement.Delivered Duty Unpaid Supplier's obligation ceases when the goods have been made available at the named place in the country of importation. then USD is the default currency that appears whenever a user from that operating unit creates a new sourcing document. if an operating unit's currency is USD. Functional Currency (Negotiation Currency) The currency in which an operating unit conducts business on the system.

Oracle Sourcing Help H I J K L Lead Time The number of days between the order date and the shipment date (not between order date and receipt date). but will be applied to the bidder's current bid price.000 Bidder A's second bid = $900 Bidder A's third bid = $800 Auction #2234.000 Bidder B's second bid = $800 Bidder B's third bid = $600 Minimum Release Amount Page 186/209 . the decrement percentage will be calculated based on a bidder's original bid price. Line Types A negotiation line item's line type determines whether the line item refers to goods or services (other line types can also be defined). You can enter either a straight amount or a percentage by which bids must improve. bid decrement = 20% Bidder B's original bid = $1. bid decrement = $100 Bidder A's original bid = $1. For example: Auction #1234. M Minimum Bid Decrement The minimum amount by which bids must decrease This is set in the auction's bid controls. If you specify your bid decrement amount as a percentage. Note: A bid decrement amount will always be applied to a bidder's current bid price.

the system does not enforce these dates. The three styles are: Open (RFIs and auctions only) All suppliers can see the quotes/bids. Negotiation Style The style determines who will be able to see the quotes/bids and when. Once closed. Page 187/209 . *Close Date The date and time the negotiation closes. It is the minimum amount that can be issued against a blanket purchase agreement header or blanket purchase agreement line or both. Sealed The buyer can see the responses when the negotiation is unlocked. *Open Date The date and time the negotiation opens.Oracle Sourcing Help Specifies the smallest currency amount for any single release of goods during the timeframe of a blanket purchase agreement. no further responses may be accepted. auctions) During the preview period. While buyers are encouraged to honor their award dates. all eligible suppliers may view the RFx/auction but not submit responses. Award Date (RFQs and auctions) The date and time by which RFQ/auction will be awarded. buyers set four dates for each negotiation (*indicates a required field): Preview Date (RFXs. N Negotiation Dates Depending on the type of negotiation. though the responding supplier's identity is concealed. Blind Only the buyer can see the quotes/bids. Minimum release amount applies only to RFQs or auctions with blanket purchase agreement outcomes. Both the buyer and suppliers can see the responses when they are unsealed.

When you use power bid. Price breaks can be based on Quantity. Ship-To address. Buyers can specify when they create the RFQ or auction how much they are willing to pay for these additional costs. Such costs could include services such as training or consulting. Price Differential A multiplier applied under certain circumstances to a rate-based labor cost.Oracle Sourcing Help O Open (Negotiation Style) See Negotiation Style. Power bidding cannot be used if any of the auction items contain price elements. Price Breaks (blanket purchase agreements on goods-based items only) Price breaks allow buyers and suppliers to negotiate multiple prices for the same item. Price Element List See Reusable Price Element Lists Price Precision The number of decimal places allowed for per-unit prices entered in the RFx/Auction currency. click Enter or Edit Price Break Targets. P Payment Terms Specify the provisions of payment for goods or services purchased. all of your bids (losing and winning) in an auction are improved by the percentage you enter in the Power Bid field. The precision you set doesn't apply to per-unit prices Page 188/209 . Power Quote/Bid Power Quote/Bid allows you to expedite your rebidding when you have bid on several items in the same auction. To add price breaks to an item. or discrete costs such as shipping fees. for example. vacation or overtime pay rates Price Element Price elements allow a buyer to identify additional costs associated with a particular negotiation item. and Effective Date. These costs can then be negotiated between a buyer and supplier just like the item price. Percentage (with AutoIncrease) See Minimum Bid Decrement.

The proxy bid decrement amount applies to all items on which you submit proxy bids in a single auction. the price to total score ratio is determined by dividing the Quote/Bid price for an item by the total score for that item. you allow the system to automatically rebid on your behalf whenever a competing bid price beats your bid price. Price to Total Score Ratio In an RFQ or auction using Multi-Attribute Weighted Scoring. Proxy Bid Minimum Bid The lowest price you are willing to proxy bid for any auction item. and the result added to the item price. Page 189/209 . For more information see. Fixed Amount The value is divided by the quantity of units Quote/Bidd and added to the item price. Whenever your bid price is higher than a competing bid price. the system will continue to automatically rebid (by the proxy bid increment/decrement amount you specify) until your proxy minimum bid price is met. % of Item Price The value is divided by 100. You cannot change your decrement amount after you submit it. The ISO standards are used automatically by Sourcing. See "What is proxy bidding?" Proxy Bid Decrement The exact amount by which you want each of your proxy rebids to decrease . While you can set the precision for unit-prices entered in a nonRFx/Auction currency when you define your currency list.Oracle Sourcing Help entered in a currency other than the RFx/Auction currency no does it apply to currency amounts such as Bid Total or the bid value of Fixed-Amount price elements. Proxy Bid By activating proxy bid in an auction. The price to total score ratio is then used to rank competing quotes/bids. Can I rank bids on attributes other than price? Pricing Basis The method used when using a price element to calculate the Quote/Bid price: Per-Unit The value is added to the item price. then multiplied by the item price. the precision for amounts is automatically governed by the standards defined by the ISO (International Organization for Standardization).

the buyer can select attributes other than price to be included in the best rank calculation. Q Quote/Bid Ranking Quote/Bid Ranking method determines how bids and quotes are ranked.2.. you cannot change this amount unless the minimum amount is met in the auction bidding. The bids and quotes are ranked with the lowest price to total score ratio receiving the best rank..3. "None" displays no ranking indicator. all quotes/bids in an RFQ or auction must be equal to or below the Start Price. the buyer can choose between two methods. Quote/Bid Start Price The price at which Quoting/Bidding for an item must begin. In a Multi-Attribute Weighted Scoring negotiation. A Start Price is not required. the buyer must define the currencies in which responses are accepted. If allowed by the system administrator. Price Only or Multi-Attribute Weighted Scoring. you can choose from three different indicators. R Rank Indicator The rank indicator specifies how response rankings are displayed. Response Currency If a buyer allows responses in currencies other than the negotiation currency. Win/Lose displays "Win" for the best ranked Quote/Bid and "Lose" for all others. Reusable Price Element Lists Reusable Price Element Lists allow you to group several price elements which are related or are typically used together. Once you have created a Page 190/209 . "1." displays "1" for the best Quote/Bid and sequentially numbers the remaining bids in order of rank. The buyer can choose to display the scoring criteria to the suppliers. In a Price Only negotiation the lowest price Quote/Bid receives the best rank.Oracle Sourcing Help After you have submitted your proxy minimum bid amount. but if the buyer specifies one. When creating a sourcing document.

Once suppliers have submitted an initial round of quotes.Oracle Sourcing Help price element list. The score is multiplied by the weight assigned to the attribute to calculate the weighted score for the attribute. RFI (Request for Information) RFI's are used to qualify suppliers and their goods and services for subsequent procurement activities. one unique feature of an RFI is that buyers can choose to define negotiation line items without price and quantity and specify lists of criteria to which suppliers must respond. Therefore. RFIs can be taken to multiple rounds until the buyer has enough information to identify supplier(s) with which to deal. RFx Currency See Negotiation Currency. Blanket Purchase Agreement The buyer commits to a contract for future purchases and can enter agreement terms. RFQ/Auction Outcome The outcome of an auction or an RFQ can be: Standard Purchase Order A one-time purchase. you can apply that price element list to any negotiations (RFQs or auctions) containing items to which those price elements are applicable. S Score (In Multi-Attribute Weighted Scoring only). At the conclusion of the RFI cycle. the buyer has the power to fine-tune the RFQ and initiate detailed negotiations as necessary. The process may go through multiple rounds of negotiations and quote before completion. RFIs are used more for gathering information on goods and service provided by a supplier than to lock in particular price information. the information contained in the RFI can be copied into an RFQ or buyer's auction. The sum of all weighted scores is the bid or quote's total score which is used to determine the rank of the response. after which the buyer is not committed to any future purchases. Page 191/209 . RFQ (Request for quotes) RFQs enable buyers to collect quotes from suppliers for complex and hardto-define items or services such as made-to-order manufacturing or construction projects. A number between 0 and 100 assigned to each acceptable Quote/Bid response.

Security Level You can create a sourcing document having a security level of Public. Hierarchy Only the document owner. and individuals included in the security hierarchy can access the document. Other If "Other" is selected. Each level of security restricts access to the document. or Hierarchy. The actions users can perform is determined by their functional security. Shipping Terms Refer to who will pay for shipping of goods to the buyer. Shipping Address (Ship-To Address) The address to which items are delivered.Oracle Sourcing Help Sealed (Negotiation Style) See Negotiation Style. Buyers can define an additional collaboration team for a public document. Private Only the document owner and the members of the collaboration team can access the document. The following shipping term options may appear: Paid by Buyer Buyer of the goods pays for shipping. Any subsequent approvers can also access the document. Paid by Seller Seller of the goods pays for shipping. Standard Purchase Order Page 192/209 . enter a text note explaining shipping terms in the Notes field. Actions collaboration team members can perform is determined on their functional security and whether they are identified as view-only. The actions the collaboration team members can perform is determined by their functional security and their view-only status values. . but access is not restricted only to members of the team. Public Any user in the company has access to public sourcing documents. the members of the collaboration team (if any). Private.

Target Price The price a buyer hopes to pay for one unit of an auction item Time Zone You can select the time zone in which you will conduct your system transactions. For each supplier there may be multiple supplier sites. Page 193/209 . This is helpful if pricing is based on a published standard and/or tariff. but without any special formatting characters. For more information. T Tab-Delimited Text File In tab-delimited text (. Spreadsheet applications are recommended to open tab-delimited text files.txt) files. Total Ageements Amonut To Be Determined (TBD) Pricing A buyer can specify that the pricing will be determined at a later date.Oracle Sourcing Help See Auction Outcome. fields are separated by the tab character. Click "Edit Personal Information" from the Sourcing Welcome page to set your time zone preference. see Can I rank bids on attributes other than just price? The total amount of a Blanket Purchsareerment The total amount of a Blanket Purchard Ageermenr. Total Score (Multi-Attribute Weighted Scoring) The score calculated for a bid or quote based on a supplier's responses to an item's weighted attributes. Pricing may not be available or published at the time the offer is created or during the open period. U Unit The unit of measure (UOM) in which items are listed. Supplier Master A repository of information about suppliers from whom you purchase goods and services. Set up in Oracle Purchasing using the Suppliers window. The system recognizes the UN standardized UOM codes.

buyers can enter letters as well as digits. buyers can only enter digits. buyers can only enter digits in date format. availability date. You can use this number for your own internal tracking. If you select Text. the weight of a scored attribute as compared to other attributes. X Y Your Response/Quote/Bid/ Number You can associate a number with any bid or quote you submit. if you select Dates.Oracle Sourcing Help V Value Type The type of value that suppliers should enter for item attributes: Characters (letters/words) Numbers (digits) Dates (numbers in date format) URL (using the format http://www. may also be important. If you select Numbers. Z Page 194/209 . Winning Quote/Bid The winning quote/bid is the response which most correctly meets the requirements of the negotiation. the quantity available. The winning response is selected by the buyer. Weights for scored attributes must total 100 and each scored attribute must have a weight of at least 1.com) Text is the most flexible value type. W Weight (Multi-Attribute Weighted Scoring only) On a scale on 1 to 100.oracle. however. A response's acceptability is generally based on price.

4 Product Integration and Licensing This documentation includes information about many features of Oracle Applications other than this product. services. The conventions for writing code require that closing braces should appear on an otherwise empty line.3. with good usability. 6. Oracle neither evaluates nor makes any representations regarding the accessibility of these Web sites. and must be fully installed to take advantage of their features. may not always correctly read the code examples in this document.3.oracle.3 Documentation Accessibility Our goal is to make Oracle products. our documentation includes features that make information available to users of assistive technology. This documentation is available in HTML format. to the disabled community. and Oracle is actively engaged with other market-leading technology vendors to address technical obstacles so that our documentation can be accessible to all of our customers.Oracle Sourcing Help 6. 6. and contains markup to facilitate access by the disabled community. and supporting documentation accessible. Page 195/209 . visit the Oracle Accessibility Program Web site at: http://www. a Windows screen reader. These other Oracle Applications may require separate licenses. For additional information. To that end. however.1 Accessibility of Code Examples in Documentation JAWS. JAWS may not always read a line of text that consists solely of a bracket or brace.2 Accessibility of Links to External Web Sites in Documentation This documentation may contain links to Web sites of other companies or organizations that Oracle does not own or control.com/accessibility/. 6. Standards will continue to evolve over time.

type (bid or quote).1 «How do I run the reports?" Notes: Note the following when generating and evaluating report information o o o Any report displaying calculated amounts does not include any RFI amounts. Copyright 2000 Three D Graphics. savings is zero. Appendix 7. 7. For each supplier. Inc.Oracle Sourcing Help 7.1 What are the Awards by Supplier report? The Awards by Supplier report displays a summary of all awards made by the buyer to supplier(s).3. Savings is calculated by taking the difference between Current Price and Award Price and multiplying it by the Award Quantity. You can sort the report by clicking on the any of the underlined column headings To run the Awards by Supplier report. Inc.1 What are the Sourcing Intelligence reports I can generate? You can generate any of the following Sourcing Intelligence reports: Awards by Supplier report Savings by Category report Awarded Bids Detail report Awarded Quotes report Perspective for Java licensed from Three D Graphics. the report shows the total amount generated by each sourcing transaction. If Current Price is not available. as well as the total amount awarded to this supplier. Amounts do not include lines where award quantity and award amount are unspedified. see Section 4.1. Page 196/209 .1.

1. Blanket Purchase Agreement. If Current Price is not available. select Standard Purchase Order. Savings is calculated by taking the difference between Current Price and Award Price and multiplying the difference by the Award Quantity.Oracle Sourcing Help 7. Note the following when generating and evaluating report information: When entering a category search parameter. see "How do I run the reports?" Note: For the Auction Outcome report parameter. To run the Awarded Bids Detail report. Amounts do not include lines where award quantity and award amount are unspedified.3 What is the Awarded Bids Detail report? The Awarded Bids Detail report displays detailed information about auctions for which business has been awarded. savings is zero. savings is zero. or All Outcomes. the report reflects only the system-hosted catalog item categories. Any report displaying calculated amounts do not include any RFI amounts. see "How do I run the reports?" Note the following when generating and evaluating report information o o o o When entering a category search parameter. If Current Price is not available.2 What is the Savings by Item report? Once you have the Savings by Category report generated. To run the Savings by Item report. You click the category to obtain a list of items within that category and how much revenue you have received off that item. the report reflects only the system-hosted catalog item categories. For each supplier.1. you can further drill down into the categories and display how much you have generated by item within that category. You can view the supporting awarded bid by clicking the Auction number or Bid number. Any report displaying calculated amounts do not include any RFI amounts. Amounts do not include lines where award quantity and award amount are unspecified. Page 197/209 . Savings is calculated by taking the difference between Current Price and Award Price and multiplying the difference by the Award Quantity. the report shows the total amount paid to this supplier. 7.

To run the Awarded Quotes report. Click "Attribute" under the Reusable Lists area of Quick Links on the Negotiations Home page . Any report displaying calculated amounts do not include any RFI amounts. If you include an attribute list in a negotiation template. Savings is calculated by taking the difference between Current Price and Award Price and multiplying the difference by the Award Quantity. Amounts do not include lines where award quantity and award amount are unspedified. or All Outcomes. savings is zero. To create an attribute list: 1. Page 198/209 . Buyer cannot create inactive lists . click either Create Header Attribute List or Create Line Attribute List . the attributes on the list will apply to all lines added to a negotiation created with that template (though the buyer who is using the template can edit and remove attributes as appropriate). Note the following when generating and evaluating report information: o o o o When entering a category search parameter. Active lists are available for use by buyers during negotiation creation. Blanket Purchase Agreement.Oracle Sourcing Help 7. 7.1 How do I create an attribute list? You can create attribute lists to include in your sourcing document templates or to use when creating new negotiations. enter a name and description of your list and select a status.4 What is the Awarded Quotes report? The Awarded Quotes report displays information about the selected RFQs that have been awarded in the system. 3.2 Reusable Attribute Lists 7. the report reflects only the system-hosted catalog item categories.2. On the Reusable Attribute Lists page. Attribute lists are named groups of line attributes (line characteristics) that applies to a line in a negotiation. You can view individual quote details by clicking the quote number. If Current Price is not available. select Standard Purchase Order. On the Create Header Atttribute List/Create Line Attribute List page. 2.1. see "How do I run the reports?" Note: For the Auction Outcome report parameter.

This is the default value that appears throughout the negotiation for a particular attribute unless you change that attribute's default. You can enter a number that represents the highest number that can be entered for any header attribute. Knowing such information provides you with a better understanding of the Page 199/209 . to calculate the value for a supplier's response to this attribute. Select Scoring Settings above the Attributes table to define the defaults that will be used for your header attributes. and financial visibility. Click Add Another Row and continuing defining attributes until you have finished entering attributes. it only applies to new attributes. These attributes often solicit information about the supplier. See How do I score header attributes? for details on how weighted scores are used. Complete the required attribute fields. personnel qualification. Examples of header attributes might be years the supplier has been in business the supplier's business structure (public or private) the supplier's business status (minority or woman owned) Using header attributes allows you to obtain important information on other aspects of a supplier such as past performance.3 What are score settings and how do I use them with header attributes? While defining your negotiation header.Oracle Sourcing Help 4.3. If you change the max score. Weighted scores for all header attributes are added together to give the total score for a response. a Weight column appears in the Attributes section in addition to the other attribute columns. 7. Display scoring criteria to suppliers Select this checkbox to allow suppliers to see the criteria you will use when scoring their responses. you can choose to also define header attributes. You define the following defaults: Enable weights If you click this checkbox. Click Submit 7. Weights are used along with the scores you enter during the analysis phase of the negotiation. Note: The settings you specify here apply to all header attributes. Default maximum score. You use this column to weight this attribute in relation to all the other header attributes.1 What are header attributes and how do I use them? You can define header attributes that apply at the negotiation level.

you must enter the business terms and conditions that will govern the negotiation. you define the maximum value that can be assigned to the attribute (and possibly its weight if weights are being used). and the system uses the scores you entered (and possible the attribute's weight) to calculate the score for that attribute . click the "Define currency list" link to select the currencies you will accept and enter exchange rates and price precisions for those currencies. you can view the supplier responses and manually assign a score that reflects the desirability of the response. See How do I score header attributes? for an explanation on entering score values and how a header attribute's score is calculated . If you select the "Allow responses in other currencies" option.Oracle Sourcing Help supplier and allows you to make a more informed award decision. With line attributes. click the "Enter Business Terms and Conditions" link to access the Enter Business Terms and Conditions page. Then at analysis time. You score header attributes differently than line attributes. When you view the responses you have received. After you have entered your description. The currency is always defaults to the functional currency for your organization and is display only. Enter the following details (*indicates a required field): RFx/Auction Currency The currency in which you will enter and view all monetary values.4 How do I enter business terms and conditions for my RFxs and auctions? Whether you create a new RFI/RFQ or auction or edit a draft. you must identify all possible responses and assign a score to each while you are defining your negotiation. See What information must I provide to create my negotiation header? for instructions on creating header attributes. you explicitly enter score values. Suppliers must include responses to header attributes as well as negotiation lines. * Price Precision Page 200/209 . See How do I score header attributes? for more information on the use of header attributes. 7. Then when making your award decision. the system will automatically convert them to your default functional currency. With header attributes.

You can select any of the addresses defined for your operating unit in Oracle Human Resources. use can use the following fields for additional information: o o Global Agreement Effective Start/Effective End Use the pop-up calendar to identify the start and end dates of the agreement. o Total Agreement Amount The amount the buyer agrees to spend with the supplier over the course of the agreement. The default address is set in Oracle Purchasing. nor does it apply to currency amounts such as Bid Total or the bid value of Fixed-Amount price elements. o Minimum Release Amount *Billing Address Address to which your RFQ/Auction bills should be sent. Click the flashlight icon to browse for other addresses. The default is set in Oracle Purchasing. While you can set the precision for unit-prices entered in a non-RFx/Auction currency when you define your currency list. The ISO standards are used automatically by Sourcing. the precision for amounts is automatically governed by the standards defined by the ISO (International Organization for Standardization). The precision you set doesn't apply to per-unit prices entered in a currency other than the RFx/Auction currency. The possible values for your operating unit are defined in Oracle Human Resources. *Ship-To Address Address to which the RFQ/Auction items will be shipped. Click the flashlight icon to browser for other addresses. The default is set in Oracle Purchasing. FOB Page 201/209 . Carrier The freight carrier your supplier should use. The possible values are defined in Oracle Payables. The possible values for your operating unit are defined in Oracle Inventory. The default address is defined in Oracle Purchasing.Oracle Sourcing Help The number of decimal places allowed for per-unit prices entered in the RFx/Auction currency. Payment Terms The payment terms for your suppliers. Agreement Terms If you select blanket purchase agreement as the negotiation outcome.

The possible values and the default are defined in Oracle Purchasing. 7.5 How do I use the Graphical Monitor to view responses to items in my negotiation? You can use the Graphical Monitor to easily view all the responses given to any item on a negotiation you have created or to which you have responded as long as the negotiation is still open and is not a blind or sealed negotiation. you can use the monitor to graph the progress of the negotiation items and the responses they've received over time. Note to Bidders Add Attachment When you have finished entering your business terms and conditions. your bid is enclosed in a rectangle. If the bid belongs to you. The possible values and the default are defined in Oracle Purchasing. If you are the buyer. The draft document is available from the Negotiations Home page. you see only the price. click the "Add Items" link to proceed to the next step. On this window you see: o o o o the negotiation name the remaining time the last Quote/Bid (displayed in the negotiation currency) the last Quote/Bid quantity On the Graphic Monitor. if you are a respondent. Freight Terms The freight terms for your supplier. Click on the monitor icon. 2. all quotes/bids are displayed as dots. Any time you are on a page on which the graphical monitor icon appears and is enabled. This means that respondents can only use the Graphical Monitor to view bids in an open auction although the buyer can view open or blind auctions. you see both for all bids. A new window opens showing the current responses on the item you selected. Additionally. To use the Graphical Monitor: 1. Select the item whose performance you wish to see. you will see your name and price. Page 202/209 .Oracle Sourcing Help The FOB terms for your supplier. The current winning Quote/Bid is enclosed in a circle. Click View Monitor. 3. as well as blind RFQs. or you can save the negotiation as a draft by clicking Save Draft. if the bid does not belong to you. Holding the cursor over a bid displays its current price.

the buyer may create a sourcing event to group together several related RFQs/auctions. you must respond to each individually. Once you create the appropriate price elements. You can also move directly to either the beginning or the end of the negotiation by clicking the appropriate small arrow icon. Buyers can specify when they create the auction or RFQ how much they are willing to pay for these additional costs. The Sourcing Super User has this job function by default. hours. and the display is automatically refreshed using the new increments.6 Why are some RFQs and auctions associated with a sourcing event? In some instances. In addition. Select the increment you want from the drop down menu. Such costs could include services such as training or consulting. you can combine them into a price element list. Though the RFQs or auctions grouped in a sourcing event are related. Click View Event Negotiations to see details of the sourcing event. Sourcing events help both buyers and suppliers monitor multiple RFQs/auctions as a group rather than individually. You must be assigned the Create Price Elements job function to create price elements. The display can be shown in minutes. Click the "View All Events" link. or discrete costs such as shipping fees. 2. You apply this element list to your auction or RFQ. or days. Sourcing Buyers may also have been assigned this job function by the system administrator. These costs can then be negotiated between a buyer and supplier just like the item price. Page 203/209 . The time values shown across the bottom of the display can help you determine the relative timing of different responses. the display begins at the time the negotiation was opened.Oracle Sourcing Help By default. rather than searching for them individually. 3.7 What are reusable price elements and how do I create them? Price elements allows a buyer to identify additional costs associated with a particular negotiation item. then click Auctions or RFQ in the task bar directly below the tabs. 7. Select the event you want to view. You can condense or expand the display by controlling its time display increments. 7. Click the Negotiations tab. To access an event: 1. events enable suppliers to quickly locate and participate in multiple similar RFQ/Auctions.

" 5. Fixed Amount .a fixed amount regardless of the number item units. click Done. Per-Unit . Status . 4.this name must be unique within all price element names. 7. enter information for the following fields: Code .4. Click "Create Price Element. You can change the statue to Inactive to prevent the price element from being added to any negotiations. On the Price Elements page.a fixed amount for each unit of the item.9) Page 204/209 . You return to the Price Elements page. 3. select the language for which you are defining the price element. Please see How do buyers and suppliers communicate while a negotiation is in progress? (See Section 2. % of Item Price .Oracle Sourcing Help To create a reusable price element: 1. 2. click the Auctions or the RFQs tab.8 Can suppliers communicate with each other while a negotiation is in process? This file has been obsolete. On the Create Price Element page.how the cost for this price element is determined.this code must be unique within all price element codes Price Element Name . When you have finished entering. 6.a text description of the price element Pricing Basis . You can define the same price element to every language installed. Click "Price Elements" under Auction/RFQ Tools. Description .The default status is active. From the Sourcing Welcome page.a percentage of the final negotiated item price.

1 About Clauses A standard clause is the legal or business language used to author a contract. You can either approve clauses before adding them to the contract template. Approve the contract template. the text of a standard clause in the business document can be changed. You can create and modify standard clauses in the Library. Unless protected. Non-Standard Clauses Non-standard clauses exist only in business documents. or you can leave the clauses in draft form. Page 205/209 . all the clauses in the contract template automatically become standard clauses in the business document. Prior to approval.9. 3. A non-standard clause is a clause that you create to add in directly into the business document.9. or a standard clause that you edit and make non-standard. A contract template can consist of: o o o Clauses Variables Deliverables Note: The Deliverables functionality is currently supported only on contract templates with the Buy intent. 7.Oracle Sourcing Help 7. After you apply the contract template to a business document. 2. not in contract templates. You can create templates that include both clauses and deliverables. Standard Clauses A standard clause is a clause defined in the Library (See Appendix 7. These templates can then be used to default clauses and deliverables on a contract. at which point the clause becomes a non-standard clause. Add the clauses to a contract template. In order to make standard clauses available to be used in business documents. Apply the contract template to a business document. the contract template can contain both approved and draft clauses.2 “About the Contract Terms Library”). you must perform the following steps: 1.9 About Contract Templates Oracle Contracts enables you to define a standard set of templates to easily default terms and conditions for contracts authored by your organization. Clauses are drafted based on both business and statutory requirements.

Another key feature of the Library is the ability to establish global standards and enforce these standards enterprise-wise. customer name. Organizations can manage clauses and templates centrally in a global organization.9. and supplier name. Clauses can be grouped into sections and stored as reusable contract templates to codify best practices. Page 206/209 . Oracle Contracts supports the following types of variables: o o o o System-defined variables Table variables Deliverable variables User-defined variables Note: Only system variables are available for use in Contract Expert. During authoring. You can use the Contract Expert feature of Oracle Contracts to create rules that represent the business policies of the organization. these tokens will be substituted with values from the business document. This section also includes the following topics: o o Variable Identification Value Sets for Variables System-Defined Variables These represent contract document attributes such as payment terms. Local organizations can then use or duplicate these clauses and templates and customize them to meet their own specific local requirements.1. 7. These capabilities provide the foundation for contract process standardization and control across the enterprise. which will be automatically substituted with values when the clause is used in a contract. and Contract Expert rules that can be used to create contracts across the enterprise. Note: The Contract Terms Library is generally referred to as the Library.1 About the Contract Terms Library The Contract Terms Library is the central library of all pre-approved clauses. and variables. sections.Oracle Sourcing Help 7.9. In addition to standard clauses and contract templates.2 About Variables Oracle Contracts supports the use of business variables (tokens) in clause text. These rules can be applied on a business document to bring in additional clauses based on the information in the business document. contract templates. System variables are also available to be used in defining Contract Expert rules. Templates provide a framework for rapid assembly and creation of contracts. You can embed system variables in the clause text. the Library supports the creation and maintenance of a library of folders. The Library gives the legal department and business organizations a powerful tool to create reusable clauses.

You must provide values for these variables. Note: Deliverable variables are only supported for Buy intent clauses. Oracle Contracts supports the following seeded table variables: o o o Lines Modifiers Price Lists Deliverable Variables Attach Deliverable type variables to clause text to display deliverable information as part of contract terms. to display product and pricing information as part of contract terms. Variable Identification The application can only identify a variable if the variable is enclosed within the following special characters: [@VARIABLE_NAME@] For instance. Oracle Contracts supports the following seeded deliverable variables: o o o o o Supplier Contractual Deliverable Buyer Contractual Deliverable All Contractual Deliverables Supplier Negotiation Deliverables All Negotiation Deliverables User-Defined Variables User-defined variables are tokens that the business defines over and above the system variables.Oracle Sourcing Help Table Variables Attach Table type variables to clause text. the Payment Terms system variable needs to be captured with the following tags: [@Payment Terms@] Page 207/209 . as part of the contract authoring process. The actual products and prices are sourced from the business document during contract authoring. Note: Table variables are only supported only for Sell intent clauses.

and the deliverable status is either Open or Rejected. you can update the deliverables that have become part of the business document. they might define other internal tasks that contribute to the overall execution of the business document. In addition. you can check which deliverables are overdue. you can update the status of the deliverables in the business documents. When a contract template is applied to a business document. Note: The term "overdue" applies to deliverables where the due date has passed.3 About Deliverables Businesses enter into contractual agreements with their trading partners. You can define deliverables as part of the contract template creation process. under the Terms and Conditions of the business document. Note: You can only define deliverables for contract templates with the Buy intent. Note: If you want to see information about deliverables in the preview output of a business document. If a business document refers to a contract template. see Deliverable Variables in Clauses . For more information. you must create one or more special "deliverables" clauses. and you can create new deliverables specifically for the business document. The commitments on the business documents. besides products and services bought or sold are classified as deliverables.9. and as part of the contractual agreement will have commitments to fulfill. and if any responsible party failed to perform one or more deliverables. You can perform the following operations on deliverables in contract templates and business documents: o o o o Creating and Updating Deliverables Viewing Deliverable Details Reordering Deliverables Deleting Deliverables For deliverables in business documents.Oracle Sourcing Help Value Sets for Variables When you define value sets in the FND value sets for variables and you set the Validation Type to Independent. you must set the List Type to: o o Poplist: If you want to define less than 200 values for that Value Set in FND. List of Values: If you want to provide more than 200 values for that Value Set in FND. 7. all deliverables associated to that contract template are copied to the business document. In addition to the contractual commitments that businesses need to fulfill. The following list shows the operations that you can perform only on deliverables in business documents: Page 208/209 .

Oracle Sourcing Help o o Managing Deliverables Across Business Documents Managing Deliverables in a Business Document Page 209/209 .

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