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

.........3 How do I respond on behalf of suppliers without Internet access?.. and how do I use them?........................ 114 2............4 What are Your Negotiations at a Glance?..... and how do I use them in my negotiation?....3..... 102 2.....1 How do I access negotiations? ......................4............................................... 107 2..........................................4......4..................3...... 112 2.............. 98 2............... 116 2.. 91 2.................................. and how do I use them?.......................... 110 2..............................................7 How do I analyze the responses I have received?.. 98 2...................................................................................4......................3 Monitoring Negotiations...........2 How do I monitor the negotiations I have created? .............1............................................3................................................................3............................4.................9 How do buyers and suppliers communicate while a negotiation is in progress? ....................1....3..5 2..............3.....................1..............13 What are global agreements.............1.......12 How do security levels work? ....1......... 109 2..1...........................4... 114 2................1.............3.........................................1....9 What are amount based line types......5 How do I use the Graphic Monitor to compare competing quotes or bids for a particular negotiation line?................2 What is a sourcing event? ..................2.........10 How do collaboration teams work? .....................3 How do I define services related lines?.................................4 Can I create and save sourcing documents without submitting them? ...................6 ..................1.......................11 Who can participate as team members? ..3............8 How do I view the backing information for lines AutoCreated from Oracle Purchasing?.......... 97 2.......2 Using Oracle Services Procurement and Oracle Procurement Contracts....6 How do I download the responses I have received? .............. 88 2..................3.... 108 2....... and how do I use them in my negotiation?......................3...2.Oracle Sourcing Help How do I use price elements? .....2 What kind of services can I negotiate for?............ 84 2..............1............ 100 2..........3. 104 2.... 117 Page 5/209 2..................3...........4.......... 105 2................7 What are price breaks...............1............. 107 2.........................14 How do I initiate a new round of responding?...... 100 2... 115 2........ 93 2..................................4 What are contract terms and conditions.......................1 What are some negotiations strategies I can use? ..............10 Can I invite additional suppliers to a negotiation I've already created? .................................... 92 2............2...........4.......................4......................1...................1.......................1 How do I create a deliverable and use it in a negotiation document?....... 102 2.........8 What are price breaks..3..............................................4................... 84 What are Reusable Price Element Lists....3 Are there any shortcuts available when creating a sourcing document? ....................3. 103 2........................ 86 2........4...........................1................. 95 2.....................................................................................5 How do I create a deliverable and use it in a negotiation document?............ 96 2............................ and how do I create and use them? ...11 How do I extend a negotiation that is in progress? ...6 How do I copy a sourcing document?......................4... 99 2................. 106 2..3........ 88 2.. 105 2..1.............................. 106 2....................4.......... and how do I use them?........1............................. 96 2...2.............. 103 2................1.......12 How do I change my auction's AutoExtend settings while the auction is in progress?.....3...............................................................7 What are contract terms and conditions....13 What is shortlisting and how do I use it? ...................... and how are they used? ....3.4 Additional Creation Topics ................

. 147 4...................................18 How do I print information on my negotiation? .........................6 Searching for addresses:.....1........ 142 3.................................................1 Awards by Supplier report ............15 .......................1....2.. 136 2........ 148 Page 6/209 2......................1......4........3.... 138 2...................1......................5....4....2........................4............................. 133 2............4..................................................................4 Searching for suppliers:...1 Introduction to Sourcing Intelligence.................................... 137 2......................................... 130 2..................... 124 2............1.........................1................2 How do I unlock and unseal a sealed RFQ or auction? .4 Awarding Negotiations .4....1.....................16 How do I cancel a negotiation?...............................3 Searching for draft negotiations .......2..............................1 How do I view the responses I have received? ..............3 Awarded Bids Detail report ...........2..................1 How do I run reports? .................2..........................7 Searching for lists..................3..................................4 How do I award business in an RFQ or auction?.....................3 How do I export data to a spreadsheet? .....................................4... 137 2......................4...................3......................... 147 4.... 139 2......................................................................6 How do I manually score header attributes? .........................1 Searching for your negotiations in which you are participating: .......... 142 4.......1.............................1 What is the Awards by Supplier report? ..............4.........5 Searching for lines and categories.............................................. 124 2................. 145 4......... 144 4................4.................2 Intelligence Reports ...... 129 2.......................3........1 What is Sourcing Intelligence? .......3 What are the different methods I can use when performing awards? .......................... 122 2..................19 How do I view the approval history for my negotiation? ....1...................5...............2 Searching for all negotiations to which you have access:..................20 How do I manage deliverables I have assigned to a negotiation?.. 147 4...............1......1........ 121 2.......5.....4.......................1. or auction? . 143 4............................................................................................5.................................... RFQ... My Profile ...... 131 2.......4.............2 Savings by Category report..13 What is contract binding?....5.......... 124 2.............. 144 What is the Awarded Bids Detail report? .........10 What information is contained on the Award Summary page? ........... 138 2...............................7 How do I use a spreadsheet to award negotiation items?..........5 How do I download the responses I have received? .....................2 What are the Sourcing Intelligence reports I can generate?....................................................................... 120 2...... 143 4............................................... 139 2.........1 How do I update my Sourcing personal options? ... 141 3................11 Can I see information on my negotiations once I have completed awarding them? ........5...Oracle Sourcing Help How do I close a negotiation before its scheduled close date and time?.................4.......................4................... 127 2...................................4 Awarded Quotes report ....... 143 4........3... 124 2................... 143 4. 120 2............... 141 2.... 140 2...............12 How do I generate a purchase order document? ........................................2 What is the Savings by Category report?.........................1.......... 144 4................ 143 4.. Sourcing Buyer Intelligence Reports.................... 120 2...........17 How do I create an amendment to a negotiation? ....... 145 What is the Awarded Quotes report? ....... 128 2............1 How do I search for information on Oracle Sourcing? . 133 2.............. 135 2.......................................... 145 4.............3.....................5..................1. 137 2................... 123 2....1.............9 How do I disqualify responses I receive for an RFI......3..............................................................5.............8 How do I allocate backing requisitions among awarded items? .......................................5 Searching...2.........................

........1...........................14 How do I rebid on an RFQ or auction? .......................................................... Help for Sourcing Suppliers......1.....................8 How do I use item attributes and price elements when responding to a negotiation? .1 How do I search for negotiations? .............. 178 6....................................................1..............1 What are the benefits of registering and participating in this system? ..............7 How do buyers and suppliers communicate while a negotiation is in progress? ..........................12 How do I respond to a service-related line?... 172 5...4 What information is contained on the Disqualified Responses page? ...............................................3 What is a WinZip (or zip) file? ..................17 How do I respond to an amendment to a sourcing document? .......9 How do I print information on my negotiation? .......... 173 5.... 175 5...................................................... 178 6.2..........................3 What is the Awarded Bids Detail report? ..........2.........................6 What information is contained on the Rejected Items page?..1. 161 5......1.......2................5 What information is contained on the Awarded Items page? .......................................... 149 5..........................................................2.2......................Oracle Sourcing Help 4..................... 167 5.. 177 6.................12 What is power bid?................. 150 5.......................1............. 162 5......2...................................... 161 5.............................2 Monitoring Negotiations...... 170 5........1.................. 178 6.......1.4 How do I view the details of a negotiation before placing a response? . 152 5............ 164 5............................................1.3 How do I respond to a negotiation? ... 174 5..........2 Can international companies participate? ............................1...........................2.............................. 150 5.......3.........1..................1...................................1 Additional Topics .......................1 How do I access negotiations? ........................... 153 5......................2.........................................................................................1 How do I monitor negotiations to which I've responded? .........................1..1......... 179 Page 7/209 ... 163 5............................................................ 170 5.. 176 5.................... 151 5.11 How do I turn off proxy bidding? ......... 158 5.... 152 5..................................................................... 169 5.1...... 168 5...............................................10 What is proxy bidding and how does it work?........................................................ 163 5........... Additional Information................. 154 5....10 How do I respond to an amendment to a sourcing document? ......... 167 5.......1...................2........................13 How do I download a spreadsheet and respond offline?..............16 Why would a negotiation have special terms and conditions? ....................2 How do I use Quick Links?.............................................................................18 How do I respond to a deliverable defined to a negotiation?..... 150 5............................. 166 5........2............. 167 5.............................8 How do I turn off proxy bidding? .............. 158 5...........1......6 How do I submit a response online? ...........................................19 How do I respond to a service-related line?...2 How do I use Quick Links?........ 177 5......9 What is AutoRefresh? ................2.....................15 How do I respond to a negotiation that has gone to an additional round of responding?...............1............................................................ 159 5....................................1...... 167 5.....................................2..................... 179 6.................................. 165 5..2..... 148 4.1......................................... 159 5.............5 How do I respond to a Request for Information (RFI)?....1..........11 How do I respond to a deliverable defined to a negotiation?..........2....................1..............7 How do I view the attachments associated with the negotiation to which I am responding? ......................................... 164 5...................4 What is the Awarded Quotes report? ...........1 Responding to Negotiations..........3 How do I track the status of my responses?.............3 Searching......................

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

check the Negotiations at a Glance section.1 What can I do with Oracle Sourcing? If you are a Sourcing Buyer.Oracle Sourcing Help 1. You can enter many different personal options such as your language. Getting Started 1. see Getting Started for Suppliers. Page 9/209 . see Getting Started for the Sourcing Super User.1 “How do I update my Sourcing personal options”). To manage draft negotiations on which you and others may be working. Getting Started for Buyers As a Sourcing Buyer you have access to a wide range functionality with Oracle Sourcing. click the appropriate link(s) in the Quick Links section of the Negotiations Home page. If your system is integrated with Oracle Purchasing. among others. You can create a request for information (RFIs). RFQ. click "Edit" under the Drafts Quick Links section.1 “What are the Sourcing Intelligence reports I can generate”) for many transaction types. Click the Intelligence tab on the Sourcing Home page. click the appropriate create link from the Quick Links section of the Negotiations Home page. 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. To create templates and reusable lists to simplify negotiation creation. date format. 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. request for quotations (RFQs).1 New to Sourcing? 1. If you are a Sourcing Supplier. and password. click the Preferences link at the top of the page. buyer's auction (See Section 2. You can monitor your negotiations in real time and communicate with participants using online discussions. and Buyer's Auction.1 “Creating Negotiations”). This system also provides graphical summary and detail reports (See Appendix 7. To create an RFI. see Getting Started for Buyers. To monitor the negotiations in which you are participating. If you are responsible for administering the Sourcing system.1.

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

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

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 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. Page 12/209 .1 “How do I create an attribute list?”) Reusable Invitation Lists (See Section 2. Buyers and sellers.requests for quotations (RFQs). and buyer's auctions. who might never meet face-to-face. Buyers use real-time interaction to obtain information on suppliers' products and services.Oracle Sourcing Help 1. requests for information (RFIs).2. and item-specific attributes.1.4.1 Frequently Asked Questions: Oracle Sourcing 1.2. Common Functionality All sourcing document types have the following common functionality to simplify the negotiation creation process: Reusable Attribute Lists (See Appendix 7.2 Getting Started with Oracle Sourcing 1.1. but on lead times. The four different types of sourcing documents available .1.1. Prices are established based on actual supply and demand at the time the negotiation is transacted.3.2.2 “Glossary”) Terms and Conditions enforcement (See Section 5.6 “How do I copy a sourcing document”) Multiple Currency support (See Section 2.4 “How do I create and edit a reusable invitation list”) Sourcing Template (See Section 2. Buyers can use the information obtained to subsequently conduct an RFQ or buyer's auction. “How do I create and edit negotiation templates?”) and Copy features (See Section 2. and then use that information to create negotiations that drive prices based not only on price. enabling them to efficiently obtain the best possible prices for goods and services. quantity.2. can bypass intermediaries and establish relationships that might not have been possible using more traditional methods of buying and selling.1.1.1.

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

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 .

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

or Sealed Bid Blind or Sealed Yes. Through bid controls. or Sealed. Blind. Can Include Multiple Items? Yes Yes.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. Open. may amend the supplier list. Buyers review the quotes. for example. office furniture and memory chips. Multiple Rounds Supported? Yes RFQs. Suppliers submit a single quote per round. Yes. Blind. and submit the RFQ for subsequent rounds of negotiating. Quote Auction Characteris tics RFIs allow buyers to solicit information from suppliers on the goods and services the suppliers provide. Response Document Style(s) Response Open. buyers can enable multiple rounds of bidding. 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. The RFQ process is typically longer than an auction. Auctions are usually short in duration and require a fast bidding process leading to a quick award. Yes. Page 16/209 . if enabled. by nature. usually lead to multiple rounds.

4.1.10) Price Elements Attribute Based Bidding (See Section (See Section 5.1.15) Buyers can manually extend an RFI or close an RFI earlier than the scheduled close date.3. Multiple If allowed by bidders may multiple bids. item information.1.1.4.1.10) Bidding (See Power Bidding (See Section 5. terms and conditions. Convert to negotiation document (See Section 2.11) Buyers can Manual Extend (See manually extend Section 2. submit Other Proxy Bidding (See Attribute Based Section 5. have previously created. Multiple Quotes The RFQ business process allows suppliers to submit a single quote per round.1.7) 2.4.15) scheduled close Minimum Bid date.1.1.1.11) Price Breaks (See Section Price Breaks (See Section 2.1.8) Price Elements (See Manual Section 5.7) 1.8) Section 5.4.2.1. or any other users in your organization.8) RFIs use item attributes to solicit item information from suppliers.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.1. Bids buyer.11/2.4. Decrement/Increment (See Section 2. Page 17/209 .1.4.2) Information obtained during the RFI can be used to create a new negotiation document.Oracle Sourcing Help Attribute Based Bidding (See Section 5.11) 2.3.1. The details of the document such as the controls. and invitation list are copied into a new document which you can edit if necessary.8) Extend/Early Close (See AutoExtend (See Section Section 2.11) an RFQ or close an RFQ earlier Early Close (See Section than the 2. Manual Extend/Early Close (See Sections 2.8) 5.

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

1.2.1. and delivery. you see the Confirmation page. When creating an RFI. optional. Suppliers reply to the item attribute. you can click "Manage Draft Negotiations" to access the Manage Draft Negotiations page. that allow bidders/suppliers not only to respond to the price. in essence "answering" the buyer's question.1.2.1. these attributes can be either required.2.5 Are reusable invitation lists and reusable attribute lists shared across all three negotiation types? Yes. 1. Item attributes and their responses comprise the heart of the RFI process. How do I continue working on it? You can continue working on a document saved as a draft by After clicking Save Draft. The document is released when Page 19/209 . 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. these lists are shared across all document types and can be accessed by the buyer as required.7 I just saved a negotiation as a draft document.2. You are granted exclusive control until you release it.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. 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. quantity.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. but also to other features salient to each item. From this page you can access and edit any of your draft negotiations. buyers define attributes for negotiation items. you can click "Continue editing your draft.1.Oracle Sourcing Help 1. 1. or display only. called item attributes. These attributes represent important aspects of the item for which the buyers need information from their suppliers. Depending on the setting chosen during the negotiation creation.2. 1." Alternatively.6 What is attribute based negotiation and how can I use it? Attribute based negotiations enable buyers to define multiple item-specific characteristics. ensuring that only one user can work on a draft at any time. From this page.

You can save an negotiation as a draft as soon as you get to Step 2.2. such as the Sourcing Super User. It is removed from the system. you can delete the draft for the new round from the Manage Draft Negotiations page. making it available for award.2. Negotiations with Round Completed are not available for awarding.2. If you wish to create a draft for a new round. 1. (The original creator can always unlock a draft. 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 draft creator selects the draft and clicks Unlock on the Manage Draft Negotiations page.Oracle Sourcing Help You save it.) Another user removes the lock.10 If I have saved a draft of a new Quoting/Bidding round. the system automatically updates the status of the previous round to Round Completed. The information from the previous round is enough to save a draft.1.9 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. However. 1. (Users with the appropriate function security. What are the differences? You can create RFQs and auctions in both Oracle Purchasing and Oracle Sourcing. You delete it from the Manage Draft Negotiations page. can unlock draft auctions/RFQ which were locked by other users. You submit it (the draft becomes a valid negotiation in the system).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.12 I know I can create RFQs and auctions in both Oracle Purchasing and Oracle Sourcing. The system automatically updates the status of the previous round to Closed.1. can I award business to quotes/bids from the previous round? Once you save a new round of Quoting/Bidding.2. Each has its own benefits: Page 20/209 . you are not required to enter any information. 1.1.) 1.1.

or need-by date.2. the more important the attribute to the item. Weights and scores can be assigned to the custom attributes. the system calculates a weighted score for each attribute response and a Total Score for the item. breaks. It then ranks the scores for the same item from different respondents based on a Price to Total Score ratio. Scores represent the desirability of that attribute value or range of values compared to other values. 1.14 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.2. The higher the score. 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. Page 21/209 .Oracle Sourcing Help RFQs/auctions in Oracle Sourcing Real time bidding. 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.1. The goal of scoring is to motivate a respondent to respond with quotes/bids most closely matching the desired attribute values. 1. The higher the weight. 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. Custom attributes having weights and scores are called weighted attributes and require a response. quantity. The old Sourcing negotiation number remains on the requisition line until a buyer creates a new negotiation using the requisition.1. the more desirable the attribute value or range of values. the requisitions become available again to AutoCreate in Oracle Purchasing. New buyers can then manage the requisitions as needed. Scores are numbers between zero and 100 and are assigned to each possible attribute value or range of values.13 What happens if I cancel a negotiation having backing requisitions in Oracle Purchasing? As soon as you cancel a negotiation with backing requisitions.

A buyer can view bids plotted on a Price to Total Score graph to assist in analysis of quotes/bids.Oracle Sourcing Help 1.2. the system will automatically convert the responses to the negotiation currency. the negotiation currency defaults to the functional currency defined for your operating unit.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. you can invite these users Page 22/209 . reflected in the Price to Total Score ratio. the buyer can still award the negotiation to any supplier regardless of the Price to Total Score ratio values. The winning response is decided based on the buyer's definitions of the relative importance of item attributes. However. delivery dates and attributes of an item. however. The lowest ratio among competing responses may not offer the lowest price. they are allowed to respond in only one currency per response. suppliers can quote/bid on price. but it offers the lowest price per point of score.17 Can I accept multiple currencies in my negotiation? Yes.2. 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. quantity.16 What is the difference between Price-Only and Multi-Attribute Weighted Scoring RFQs/auctions? In a price-only negotiation.2. When you create a new negotiation. 1.1. In both price-only and Multi-Attribute Weighted Scoring negotiation. To lower the ratio for an item included in a bid.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.1. The buyer can still award the item regardless of the ratio. it offers the best value for the money. 1. you can allow bids or quotes in currencies other than the negotiation currency. Whenever you view the responses you have received. 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.1. 1. item attributes can be scored and weighted. In a Multi-Attribute Weighted Scoring negotiation.1.2. The lowest ratio receives the highest rank. In other words. Though suppliers in a multi-currency negotiation can submit responses in several currencies. the system ranks the supplier only on the basis of price.

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

Event Recipient Purpose To inform them that the negotiation is open for previewing or bidding To invite them to acknowledge intent.20 What is the purpose of notifications? Who receives them and when? Notifications are used to communicate specific events to users.1. enter the required information.2. a buyer with the appropriate authorization can add the company to your Supplier Master). acknowledge intent. click "Register a Supplier User. can directly register and approve users.Oracle Sourcing Help To register a user yourself: Anyone with the Sourcing Super User authorization. 3. On the Register an External User page. Click Register." 2. Invitations are automatically sent to each supplier. From the Portal page.1.2. You receive a confirmation that the new user has been registered. 1. Select the applications to which the user will have access. 1.19 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. 1. Search for and select the supplier company name by using the flashlight icon (if the supplier company information does not exist within the system. 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. 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 .

1. or all a certain Quote/Bid has been quote suppliers in the sealed disqualified RFQ. and the close date. The negotiation duration is the length of time between either the preview date (if the buyer specified one) or the open date. When the reminder gets sent depends on the duration of the negotiation. Negotiation Duration Reminder Email Sent Equal to or less than One hour after the Preview/Open Date 24 hours Page 25/209 .21 When does an invitee receive a reminder email notification? If companies do not acknowledge participation by a certain time. 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. 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.2.

then invitees do not receive any reminder. If additional companies are added before the original reminder time. Bulk loading is also useful if you respond in similar negotiations that occur repeatedly. they receive it at the original reminder time. Otherwise.2.1. You cannot respond to any negotiation that your company owns. you can upload it to enter your responses into the system to. However. If the negotiation is closed.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. if they are added after the original reminder time. If the buyer starts another round of negotiation before the reminder time. then invitees do not receive a reminder.2. however.1. these new invitees receive reminders at the original time. Such acknowledgments are intended to enhance communication between buyers and suppliers and inform buyers of the potential participation.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.23 Can I respond to a negotiation created by someone in my company? No.2. 1. the reminder is not sent.1. 1. 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.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. you can download a spreadsheet which you can complete offline to specify your response information. you can respond to negotiations created by your company's affiliates. canceled or deleted before the reminder time. Page 26/209 . they do not receive reminders. 1. It is not mandatory to acknowledge your intent before submitting responses. Once you have completed this spreadsheet.

In Oracle Sourcing.25 Can I invite additional suppliers to an RFQ or auction I've already created? Yes. For a Note field.26 How many characters can be entered into the Item Description and the Note fields? For an Item Description field.1." Select the indicator and specify whether users can override your selection.2.27 Can the system administrator require buyers to use a certain rank indicator? Yes. access the negotiation whose associated purchase orders you wish to see by entering the negotiation number into the Search Negotiations fields. select Award Summary from the Action menu and click Go. 1. you can require a particular indicator be used for all negotiations.1.2. you can enter a maximum of 2000 characters. the negotiation number. As the system administrator. and then click "Negotiations Configuration.Oracle Sourcing Help 1. you can enter a maximum of 240 characters. Any user assigned the appropriate job function can add suppliers to an RFQ or auction any time before the close date and time. On the Negotiations Summary page. for example. You can search for the purchase orders in Oracle Purchasing by entering the negotiation data. On the Award Summary page. 1.1. This displays all purchase orders for a particular negotiation. click the response number link to view the information on that response including the corresponding purchase order created for that response.2.1. 1.2.28 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. which includes the purchase order numbers along with other information. Page 27/209 . Click the Administration tab. You can also search Oracle Purchasing by entering the original requisition information. You can check your Notifications for the Purchase Order Creation Notification.

2. 2. Steps in the RFQ process include: 1.1.1.3. Buyers analyze the quotes and either award the RFQs or modify the RFQs and open them for another round of quoting.Buyers can monitor real-time quote activity and take appropriate action. The suppliers' responses to the RFQ allow the buyer to compare quotes and negotiate the best price and specifications for the good or service.4 “How do I award business in an RFQ or auction”). RFQ modification or awarding (See Section 2.4 “How do I create and edit a reusable invitation list”).3 “How do I respond to a negotiation”). RFQ creation (See Section 2. The RFQ process usually lasts days or weeks through multiple rounds of negotiations. RFQ monitoring (See Section 2.1. RFQ Capabilities RFQ templates (See Section 2.1.2. Once the RFQ is completed.1. suppliers are immediately notified of the results via online notifications.3 “How do I create and edit negotiation templates”). 3. buyers can review quotes and award the RFQ or submit a modified RFQ for another round of quoting.1. Reusable attribute lists (See Appendix 7.Suppliers view the RFQ details and submit their quotes online.5. Price elements (See Section 2. Page 28/209 . RFQ is typically used for complex items or services such as made-to-order manufacturing items or construction projects. RFQs typically consist of multiple rounds with competition focused on whether supplier(s) can meet the specific requirements.4.2.2. Reusable invitation lists (See Section 2.1 “How do I create an attribute list”).2 Getting Started with RFQs RFQs support the full business process to solicit quotes from suppliers. Once suppliers have submitted an initial round of quotes. Quote preparation and submission (See Section 5.2 “How do I monitor the negotiations I have created”).5 “How do I use price elements”). 4.1 “How do I create a new negotiation”). RFQs enable buyers to collect quotes from suppliers for complex and hard-to-define items or services. Buyers initiate RFQs that may include multiple line items by publishing the RFQ and inviting suppliers. Suppliers cannot view competing quotes while the negotiation is in progress. RFQs supports both blind and sealed RFQs.Oracle Sourcing Help 1.

Monitoring quote activity in real-time (See Section 2. (5.5 “How do I use the Graphical Monitor to view responses to items in my negotiation”) Purchase order generation Attribute based quoting (See Section 5.1. Online or offline awarding capability (spreadsheet awarding).1. Multiple RFQ styles: blind or sealed (See Section 6. RFQ.1.7 “What are reusable price elements and how do I create them”).2 “Glossary”).16 “How do I cancel a negotiation”)and Disqualifying quotes (2. Graphic RFQ monitor (See Appendix 7.6 “How do I submit a response online”) and offline (spreadsheet quoting). or auction”).11 “How do I extend a negotiation that is in progress”) and early close features (See Section 2. Integration with Oracle Purchasing (See Section 2.8 “How do I use item attributes and price elements when responding to a negotiation”). Manual extend (See Section 2.5.5. Capture Total Cost (See Appendix 7. Terms and Conditions enforcement (See Section 5.4.4 “How do I award business in an RFQ or auction”).5 “How do I use the Graphic Monitor to compare competing quotes or bids for a particular negotiation line”).4.1.6 “Why are some RFQs and auctions associated with a sourcing event”).1. Canceling RFQs (See Section 2.14 “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”).2 “How do I monitor the negotiations I have created”).Oracle Sourcing Help Price breaks (See Section 2. Real-time status updates Notes and attachments (See Section 6.1.9 “How do I disqualify responses I receive for an RFI.15 “How do I close a negotiation before its scheduled close date and time”). Quote comparison (See Section 2. and how do I use them”). (See Section 2. Multi-round quoting (See Section 2.2 “Glossary”).7 “What are price breaks.16 “Why would a negotiation have special terms and conditions”) Quoting online (See Section 5.14 “How do I initiate a new round of responding”).3. Page 29/209 .4.4.4. Sourcing Events (See Appendix 7.

you can submit multiple quotes within the same round.3. Quote Currencies Additional currencies in which quotes will be accepted.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.2.2. It is the RFQ buyer's reference and review currency.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 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. In a Multi-Attribute Weighted Scoring RFQ.Oracle Sourcing Help 1.3. You can prepare your list of RFQ items offline and upload the completed spreadsheet. 1. you can upload items using a spreadsheet. ensuring the integrity of the submitted RFQ items.2. 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. 1.2. Suppliers can choose the Quote currency in which they will place their quotes.3 Frequently Asked Questions: RFQs 1. Page 30/209 . You can contact the buyer who created the RFQ and ask to have your quote disqualified. This allows you to create your multi-line RFQ quickly.2. 1. but you must enter the weights and scores for an item's scored attributes online. Quotes are converted to the RFQ currency for quote review.3. The Unseal Date is the date when the buyer unseals the unlocked RFQ allowing the suppliers to view the quotes as well.3 Can I cancel or retract my quote? No.2 Can I submit multiple quotes per round? If allowed by the quote controls.2.3.3. but quote disqualification is at the discretion of the buyer. 1. The system validates the data.

the Promise Date is required only if the RFQ uses multi-attribute weighted scoring and Promise Date is one of the scored attributes. See How do I invite suppliers to my RFQ or auction? for details on identifying contacts. An automatic invitation will be sent to each invited supplier.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.3.3. In all other cases. you can enter a Promise Date to differentiate your response from other competing responses. Page 31/209 . Once the supplier has provided you the email address. This is one of the feature of RFQs and mirrors the general off-line behavior of this negotiation model.2. When creating additional rounds for an RFQ.6 What is the most efficient way to quote on many line items in an RFQ? If an RFQ consists of many line items. 1. 1. Promise Date is an required field.2. 1.3.3. During the upload.Oracle Sourcing Help 1.11 Can I invite additional suppliers to subsequent rounds of an RFQ? Yes. you can enter the address in the Additional Contact Email field during negotiation creation.2.8 What is the Promise Date.2.9 Is an RFQ always blind or sealed and why? An RFQ is always either blind or sealed.3. Suppliers complete the quoting process by uploading the spread sheet back to the system. Downloading the RFQ contents allows suppliers to quickly respond.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.3.2. you can invite additional suppliers by using the same process employed during the initial RFQ creation. and why would I enter one? In an RFQ whose outcome is a standard purchase order. the Promise Date is optional. You can invite suppliers by selecting them from the supplier master list.2. In an RFQ whose outcome is a blanket purchase agreement. spreadsheet items are validated to ensure the integrity of the submitted quote. 1. 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. completing multiple item attributes. 1.

On the Start New Round page.3. On the Negotiations Summary page.15 How do I start another round of quoting in an RFQ? Once an RFQ has been closed. 1.2. Select Start New Round from the Action Menu. none of the details are available for viewing by any suppliers.14 Can I close my RFQ earlier than the original close time? If you select the Early Close option when specifying quote controls. Once the buyer has unlocked and unsealed the quotes.Oracle Sourcing Help 1. 3. 2.2. you can manually close your RFQ earlier than the original close date/time. however.2. 1.12 In a sealed RFQ. you can use the Graphical Monitor to view quotes. 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 . can I see who is bidding? In a sealed RFQ. you can start another round of quoting.3. Use the negotiation number in the Search Negotiations fields on the Negotiations Home page to access the negotiation.3. 1.2.3.13 Why can't I see the graphical monitor in a sealed RFQ? While an RFQ is sealed. select Close Early from the Action menu to close the RFQ. you cannot see either the name of the respondent or the details of the bid until you unlock the RFQ. 1. you can see how many quotes are being placed.

typically a matter of a few days.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 1.1 “How do I create a new negotiation”). Bidders participate in the auction by viewing the Page 33/209 . 2. Responding to the auction (See Section 5.3 “How do I respond to a negotiation”). flexible auction capabilities to buyers so they can efficiently obtain the best possible price for goods and services.3. Auctions allow real-time interaction to drive dynamic prices based on information that extends beyond price to include lead times.2. quantity and item-specific attributes. Prices are established based on actual supply and demand at the time the auction is transacted. such as office furniture or memory chips.1. Auctions are typically focused on creating competition between bidders. Because most auctions are open for short periods of time.4 Getting Started with Auctions Getting Started with Auctions Auctions offer complete.2.Oracle Sourcing Help 1. Creating the auction (See Section 2.1. Steps in the auction process include: 1.The buyer defines the auction and includes all the auction item information.1. Auctions enable buyers to solicit bids for goods and services that are clearly defined. the business terms and conditions and intended bidders. Auctions last for a set period of time. the bidding process moves quickly which results in increased competition. although the close time can be extended manually or automatically based on last minute bids. Negotiations allows buyers to establish either public or private auctions to meet the specific needs of buyers.

2. If permitted by the auction rules. Reusable attribute lists (See Appendix 7.11 “What are response controls”).4. Price breaks (See Section 2.15 “How do I close a negotiation before its scheduled close date and time”).4 “How do I create and edit a reusable invitation list”).1 “How do I create an attribute list”).2 “How do I monitor the negotiations I have created”).1.1.1.10 “What is proxy bidding and how does it work”). Price elements (See Section 2.11 “What are response controls”). Minimum Bid Decrement/Increment (See Section 2. 4.6 “Why are some RFQs and auctions associated with a sourcing event”). The buyer analyzes the bids and awards the auction based on the price.4 “How do I award business in an RFQ or auction”). Attribute based bidding (See Section 5.Oracle Sourcing Help auction items and submitting bids online.2.8 “How do I use item attributes and price elements when responding to a negotiation”).The buyer and all other participants can monitor the real-time activity during the auction and take action as necessary. Reusable invitation lists (See Section 2.1. Power bidding (See Section 5. Auction features include: Auction templates (See Section 2. 3.1. Sourcing Events (See Appendix 7.7 “What are price breaks.5 “How do I use price elements”).2 “Glossary”).2.4.3.1. Evaluating and awarding bids (See Section 2. Monitoring the bid responses (See Section 2.4.12 “What is power bid”).11 “How do I extend a negotiation that is in progress”) and early close features (See Section 2.1. bidders can view competitive bids during the auction. Manual extend (See Section 2. bid quantity.7 “What are reusable price elements and how do I create them”). Capture Total Cost (See Appendix 7. Autoextend feature (See Section 2.1. Multiple Auction styles: open. and how do I use them”). blind or sealed (See Section 6.3 “How do I create and edit negotiation templates”).1. bidders are immediately notified of the auction results via online notifications. Once the auction is completed. Page 34/209 .1.3. bid attribute value(s).5.1. Proxy bidding (See Section 5.

16 “How do I cancel a negotiation”) and Disqualifying bid (2.5 “How do I use the Graphic Monitor to compare competing quotes or bids for a particular negotiation line”).5 “How do I use the Graphical Monitor to view responses to items in my negotiation”) Notes and attachments (See Section 6. RFQ.1. Integration with Oracle Purchasing (See Section 2.1.6 “How do I submit a response online”) and offline (spreadsheet bidding). (See Section 2. Graphic Auction Monitor (See Appendix 7.4 “How do I award business in an RFQ or auction”).1. (5.4 “How does Oracle Sourcing use information in Oracle Purchasing when AutoCreating draft sourcing documents”).Oracle Sourcing Help Canceling auctions (See Section 2.2 “Glossary”).5. Monitoring bid activity (See Section 2.4. Page 35/209 .4. Purchase order generation Real-time status updates Bidding online (See Section 5.2 “How do I monitor the negotiations I have created”).1.13 “How do I download a spreadsheet and respond offline”). or auction”). Online or offline awarding capability (spreadsheet awarding).4.9 “How do I disqualify responses I receive for an RFI.5. Bid comparison (See Section 2.

The buyer can see the bids once the auction is unlocked.5. The bid controls for this auction allow multiple bids per round .5.3 Why isn't there a target price for every item? Target price is an optional value. Everyone can see the bid content once the auction is unsealed. The buyer can also choose to display the target price to the bidders for reference.2.4 What is the target price used for? The target price is mainly used for internal performance analysis for the buyer.2. and 3. provided that: 1. The auction to which they are responding is not owned by their company 2. All registered users in a company can bid on the same auction. Buyers are not required to designate a target price for every item. 1.2. but only the buyer can see the identity of the bidder. 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. 1. 1.2.6 Can two people from the same company bid on the same auction? Yes. 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.2.5.4 “Why can't I access some pages.1.2 What is the difference between Quote/Bid start price and target price? When creating a new RFQ or auction. someone else at your company can award an auction created by you. links. or task bar options”). The target price is the price you hope to pay for one unit of an item. Page 36/209 . You can elect to display the target price to participants.5 Frequently Asked Questions: Auctions 1. 1.2. 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 What are the different auction styles? The buyer can choose from three types of auctions: Open: everyone can see the bid content.5. They have the appropriate function security (See Section 6.2.5.5.5 Can someone in my company award an auction that I create? If granted the appropriate authorization.Oracle Sourcing Help 1. 1. buttons. Note: Two people from the same cannot quote in the same RFQ.

1.2. 1.13 “How do I invite suppliers to participate in my negotiation”) to participate. you might want to send invitations to increase specific suppliers' awareness of your RFQ/auction and encourage participation. can they view each other's bid details? Depending on the auction style. 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) 1.2.5. 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). why would I invite suppliers to participate? For a public RFQ/auction. that supplier receives an e-mail notification about your RFQ/auction.5.2.7 When two respondents from the same company place bids. or auction has closed.1.8 If my RFQ/auction is open to all suppliers. After you initiate a new round of responding.9 How do I initiate a new round of quoting or bidding? After your RFI. you are not required to send invitations to any suppliers. However. Page 37/209 . RFQ. and your RFQ/auction appears in that supplier's "Open Invitations" list of invitations.Oracle Sourcing Help 1.5. When you invite a supplier (See Section 2. none of the previous responses submitted are available for awarding.

2. FOB. or you must manually close it early. and you originally chose to Base Exchange rates on a set of company exchange rates for a particular date. Payment Terms. . Security Level You can change the level of security on the negotiation .Select Start New Round from the Actions menu and click Go. RFQ. Possible Description Modifications *Title/Style You can give your negotiation a new name and change the negotiation style.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. or auction has closed. After the RFI. Possible Terms Changes You can change the Bill-To. 3. view only status. Carrier. Possible Negotiation Currency Changes If this is a multi-currency negotiation. You can also enter search values in the Search Negotiations fields to search for a negotiation. update your negotiation's header details as appropriate (*indicates a field that must be entered prior to the new responding round). From the Results: Negotiations display. you can change the date to reflect more current rates. You can add new members and/or delete existing members. You can update members' approval status. On the Create New Round: Header page. select a negotiation by clicking its Number link under the Your Negotiations at a Glance section. and Freight Terms. and task assignments. click the Number link for the negotiation you wish to see. Possible Collaboration Team Changes You can change the makeup of the collaboration team working on this negotiation. 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 from the negotiations summary page: 1. Ship-To. On the Negotiations Home page. Notes and Attachments Page 38/209 . You must either wait until the negotiation reaches its close date and time.

Line Changes You can modify the lines included in the negotiation. You can delete old lines. modify attributes of existing lines. you can modify the price break definitions. When you are finished making line changes. For example. you will need to define scoring and weighting information for the appropriate attributes. Page 39/209 . If you used Multi-Attribute Weighted Scoring in previous rounds. If you are implementing Multi-Attribute Weighted Scoring for this round of 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. Note. Beginning with subsequent rounds. The system can then include that information when calculating the quote/bid value. however. or add new lines (note that suppliers will have to enter responses to any new or updated lines). 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. Click Lines to modify information about your negotiation lines on the Lines: Create Line page. you may need to define new scoring and weighting values for that line's attributes. click Apply to return to the Create New Round page.Oracle Sourcing Help You can change any leader level existing notes and/or attachments 4. If you defined price breaks for the previous round of this negotiation. however. Rank Indicator You can change the type of display used to show response rankings. But if you add any new lines to the new round. the scoring and weighting information from the last round is carried over to the new round. 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 also use the spreadsheet upload functionality to update negotiation lines. you cannot add amount-based lines.

o Possible Invitation List Changes If you invited suppliers in the previous round.Oracle Sourcing Help 5. Click Review. You can remove any supplier from the invitation list for the new round. click Publish. o Possible Date Modifications *Open Date Date and time you want the new round of responding to begin. You can also choose to open the negotiation for preview immediately. Click Suppliers to modify your invitation list.2. 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.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. You can also choose to open the negotiation immediately. o Response Controls Modify other Response Controls as necessary. click Submit for Approval. Review your updated negotiation information. 1. RFQs or auctions opening in the future. If there are approvers defined for this document. they are automatically added to the invitation list for the new round. If there are no approvers defined for this document. *Close Date The new date and time the RFI. You can also add new suppliers. 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. Page 40/209 . Note that you have to specify a new closing date. RFQ. or auction closes. 7.5. 6. Additionally. you can enter the date and time (prior to the open date and time) the negotiation is available for previewing by all eligible participants. Click Controls to modify negotiation control information.

2. 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.5. however. once one user at a company responds.13 Why are display-only attributes not visible in the Bid Compare page? Display only attributes are used to convey information to bidders.2.2.5. 1.12 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.5.11 Can a bidder retract a bid? If a bidder has submitted.2. The response is at the company level. that is. no other user at the same company can bid. AutoExtend extends the duration automatically if new bids are received in the closing minutes of the auction. 1. When the buyer hides scores/weights. Manual Extend allows you to manually extend your auction close date/time before the auction closes. if Bidder B bids triggering a proxy bid for Bidder A and the resulting bid results in the same Price to Total Score ration. is up to the discretion of the buyer. 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. the bidder can only view the resulting Price to Total Score for a bid. Bidder B receives the higher rank because the proxy bid was created by the system after Bidder B's bid. the bidder can contact the buyer and ask to have the bid disqualified. You can also specify if the autoextend is for the entire auction or particular line items. 1. Bid disqualification. 1.5.5. When the bid control "No .2.2.A bidder must submit a single. a company can place one bid in each round when being invited to that round Page 41/209 .15 How do two bids with the same score get ranked if the prices are the same? The earliest bid gets a higher rank.5. best bid" is selected for a multi-round auction. You can also define the total number of auto extensions and the extension period. For example. You can specify whether the auction is extended from the original close time or from the time when the winning bid has been received.Oracle Sourcing Help 1.

2. You can setup the Proxy Bid Decrement for an auction. you cannot change any bid information (including responses to item attributes) until the Proxy Bid Minimum is reached unless you cancel the proxy.Oracle Sourcing Help 1. or Proxy Bid Minimum. Power Bid When rebidding. Power bid is not available for any auction items having price elements. as well as the limit price. you can revise bids for all items on which you have previously bid by a specified percentage. Therefore if you are bidding in a Multi-Attribute Weighted Scoring auction. 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 . Once the limit price is reached. or near the end of an auction period when there may be a time constraint.5. When the bid reaches the Proxy Bid Minimum. This is a very useful feature when your goal is to win all auction items. Once you have placed a proxy bid. for each item.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. Proxy bidding is not available for any auction item that has price elements. you cannot update attribute responses to better your score although proxy bid will rebid to better a price. Comment Proxy Bid Power Bid Feature Use Repeated automatic bidding. and the bids must be submitted quickly. This allows you to streamline the rebidding process when you have bid on several items in the same auction. When you use Power Bid. you can set new Proxy bid parameters or bid manually. The system Speeds up the bidding process rebids until proxy is by simultaneously updating the canceled or minimum bid prices for all bid items. all of the bids in an auction will be decreased by the percentage specified. the bidding automatically stops.

Supplier A places a bid of USD 95.00 with a score of 90 for the item. since proxy bids are generated based only on the price of the competing bid. a bid can be beaten based on the Price to Total Score ratio without triggering a new proxy bid.2. 1.5. not just the bid price. For example.00) has not yet been reached. you may need to closely monitor Multi-Attribute Weighted Scoring auctions which also use proxy bidding. Supplier B then bids USD 94. he cannot modify any attribute responses to try to improve his score. Since Supplier B's bid price is less than Supplier A's bid price. To avoid these situations. Supplier B's bid is the winning bid even though the bid price is higher. a proxy bid decrement of USD10. Supplier identities are never revealed to other bidders. You may need to cancel the proxy bidding process to redefine attribute information to improve your price to total score ration. This bid (94/100) is better than Supplier A's bid (95/90).5. Now Supplier B's bid (92/100) is better than Supplier A's bid (84/90). And since Supplier A's proxy minimum (75. This bid (84/90) is now the winning bid.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 will only be triggered again if there is a bid with a price lower then USD 84.2. Therefore. but since Supplier B's bid price is still higher than Supplier A's bid price. Supplier A's proxy is triggered to place a new bid of USD 84.00. Supplier B then places another bid of USD 92.00 and a proxy minimum of USD 75.00.Oracle Sourcing Help 1. However.00 with a score of 100 for the same item.00.00.19 Can a bidder see the names of the other bidders? Bidders cannot see other bidders' identities. Supplier A's proxy is not triggered. Page 43/209 .

and Buyer's Auctions 2. You can create a negotiation and save it as a draft before submitting it. you can save time by copying an existing RFI/RFQ/Auction. There are four main steps to creating a new negotiation: o o o o Create Your Negotiation Header (See section 2. and buyer's auctions).1 Creating RFIs.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.1. o If you have previously created an RFI. RFIs can be taken to multiple rounds until the buyer has enough information to identify supplier(s) with which to deal.1.1. RFQs. RFQs.4.1.1.1. This allows you to return to the creation process at a later time or have multiple people working on the same negotiation. At the conclusion of the RFI cycle.Oracle Sourcing Help 2.11 “What are response controls”) Enter Your Terms and Conditions (If Oracle Procurement Contracts is bought and licensed) (See Section 2. Define Your Response Controls (See Section 2. the information contained in the RFI can be copied into an RFQ or buyer's auction. Help for Sourcing Buyers 2. RFQ. and how do I use them in my negotiation”) Invite Your Suppliers (See Section 2. Therefore.13 “How do I invite suppliers to participate in my negotiation”).1.1 Creating Negotiations 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. You can also create new negotiations quickly by applying a negotiation template.1.1. Enter Negotiation Lines (See Section 2. RFIs are used more for gathering information on goods and service provided by a supplier than to lock in particular price information.1.1.1.6 “What information must I provide to create my negotiation header”).1 How do I create a new negotiation? Use the instructions on this page to create Sourcing negotiations (RFIs.1.1.9 “How do I add lines to a negotiation”). Page 44/209 . 2.7 “What are contract terms and conditions. or auction.

2. the specific platforms the product can run on. A couple of the product criteria you might be interested in are: the level of product support a supplier can provide. you could add two required line attributes called Support and Platforms. Note that at this point. you use the same process to create an RFI that you use to create a buyer's auction or RFQ. only identifying the most appropriate suppliers. 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. 1. Page 45/209 . When you are defining your negotiation line (purchasing application software). Once closed. you must first close it. If you defined the response control to allow multiple rounds of responding. On the negotiation summary page. For example. Describe the RFI. you may wish to perform several rounds responding before you feel you have gathered enough information to complete 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. Add line information to the RFI Specify response controls.Oracle Sourcing Help Creating an RFI In general. you can return to the negotiation summary page. 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. 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. select Start New Round from the Actions menu. To take an RFI to a new round. you are not concerned yet with negotiating the price.

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

Oracle Sourcing Help 2. The backing requisition information is carried over from Oracle Purchasing and used throughout the creation process. one-step access to your most commonly performed Oracle Sourcing tasks. 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. Once you have identified the requisitions in which you are interested. The AutoCreated document is assigned a document number. The table below shows some of the operations available Sourcing Buyers and Sourcing Suppliers by using Quick Links. AutoCreate uses the requisition information to create a Buyer's Auction or Sourcing RFQ. The links are organized by task and negotiation type so you can find the link for the task you wish to perform. 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. Simply clicking the link takes you to the page where you initiate the operation. you can use requisition information in Oracle Purchasing to create a draft sourcing document that you can then access and edit.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.3 How do I use Quick Links? The Quick Links section of the Negotiations Home page provides easy. You can use this number to access the document in Oracle Sourcing and to Page 47/209 .1. you can search for requisitions according to different attributes such as item or category and include them in a single document.1.1.1.

There are two possible grouping types: Default and Requisition lines. you can modify some of this information. Once the new document is created. 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. A negotiation line is created for each requisition line. the requisitions are no longer available for use by AutoCreate. Depending on the line type. AutoCreate carries over the following backing requisition information when creating the sourcing document. This grouping information is used when creating negotiation lines for the sourcing document.Oracle Sourcing Help view the document from Oracle Purchasing or iProcurement. Grouping lines When creating your document in AutoCreate you can choose to consolidate multiple requisition lines if they refer to similar items. 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 . Backing information.

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

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

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

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

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

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

you can accept responses in currencies other than the negotiation currency. This column is only displayed if weights are enabled as part of the Scoring Settings. click Manage Response Currencies. Notes and Attachments o Note to Suppliers You can add a note to the supplier by entering it in the text box. o Attachment Click Add Attachment to browse for an attachment to assign to this negotiation. Display Target Indicate whether you want suppliers to see your Target Value .1. 2. Whenever you view the responses you have received. The sum of weights for all header attributes must add up to 100. However. effectively "unweighting" that attribute.Oracle Sourcing Help Enter a target value for the header attribute (for example: 30 or more years in business).7 Can I accept responses in multiple currencies? When you create a new negotiation. all must be weighted (although the weight can be 0. Though suppliers in a multi-currency negotiation can submit responses in several currencies. To define your currency list and currency exchange rates: 1. but this can be overridden by specifying a default value on the score settings page. For example. Weight Weights are used to indicate the relative importance of header attributes. the negotiation currency defaults to the functional currency defined for your operating unit.1. they are allowed to respond in only one currency per response. If one attribute is weighted. This note appears on the negotiation summary page and can be viewed by suppliers. the system will automatically convert the responses to the negotiation currency. Maximum Score Accept the default or enter the maximum value that can be entered for this attribute. Delete You can delete this attribute by clicking the trash can icon. Page 55/209 . On the Create Header page. an attribute with a weight of 25 is half as important as an attribute with a weight of 50. There is a system default defined by the Sourcing Super User.

Oracle Sourcing Help 2. If the precision for the response currency is greater than the precision for the negotiation currency. Select the response currency you will accept. 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 . 2. 4. To define your own exchange rates 1. you can choose to restrict specific suppliers to particular response currencies. You assign currencies to specific suppliers when you invite the suppliers to your negotiation. Specify the price precision for the currency.1. The page redisplays. To use predefined exchange rates: 1.8 How do I restrict a supplier to a particular currency? If you allow multiple response currencies for your negotiation. 2. Define the exchange rate by entering the number of response currency units that equal one unit of the negotiation currency. If you are finished defining alternate currencies. After you have selected your suppliers in Step 5. The description field explains the code. Select the appropriate type for your negotiation. To restrict a supplier to a particular currency: 1. 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). 6. The system may contain several different exchange rate types. Page 56/209 . select a response currency for each supplier. 5. the system will round when converting responses into the negotiation currency.09 meaning . click Apply. For example. Select the response currency. Select the User Specified Rate type. 3. select the exchange rate type. Otherwise click Add Another Row and continue defining currencies and exchange rates. 2. Enter the date for which you wish to use this set of exchange rates.1. continue creating your negotiation. The system's response currency codes are available from the drop down menu. 3.09 kroner to one dollar. Select the checkbox to display the exchange rates if you want to allow respondents to see your response currency exchange rates. When you have finished defining currency information.

*Indicates a required field : Page 57/209 . On the Lines: Create Line page. provide the following information. On the Create: Lines page. If you wish to score and weight your lines. No other suppliers may respond in that currency unless you also associate that response currency with them. how the ranking will be displayed. Any. that response currency is available to that supplier alone. 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 you select a specific response currency for a supplier. 3. You can enter lines online or bulk load lines from a spreadsheet. Select a price precision for the response currency. Multiple users in a supplier's organization can submit several initial bids. If the response currency you select for a supplier is not on your currency list.Oracle Sourcing Help o If you accept the default. select how the line will be ranked. 4. if a user submits a rebid. The spreadsheet is useful if you are adding a large number of lines. 2. However. 2. or edit a draft negotiation. o o o 2. If you selected User Specified Rate in "Step 2: Defining Business Terms and Conditions." To add lines online: 1.9 How do I add lines to a negotiation? When you create a new negotiation. the supplier can only submit a response in either that currency or the negotiation currency. the follow-up bid must be in the same currency as the initial response. to a multi-currency negotiation. 3.1. From the navigation bar in the top left corner. To add a line using the online system. and how the line will be added and click Go. The new price precision applies only to the suppliers to whom you assign it. accept the default value of Online from the Add Line drop down menu. each in a different currency. select Multi-Attribute Scoring as the Ranking type. click "Lines. Continue creating your negotiation." enter an exchange rate for the response currency you selected in the previous step. you must identify the goods or services you want to purchase or for which you want quotes. Your other option is to load the line information using spreadsheet upload. Line ranking is not performed in RFIs. Click Go.1.

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

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

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

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

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

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

fixed-price line type. If the sourcing document you are working on was AutoCreated using requisitions in Oracle Purchasing. and added line(s). open and closing times and many other variables.Oracle Sourcing Help To define a general services fixed-price line 1. Finally. 4. If you allow the control manual close/close early. and then click Go. click the "Controls" link to access the Create Controls page for that negotiation. Follow steps 1 and 2 above. Create attributes as needed to solicit additional information for this line. the default time value the system uses is the time when you entered a value in the field. 2. Continue defining your negotiation . RFQ. Note that for fields where you enter a date and time. 6. 2. When you extend a negotiation you specify the new close date. After you have entered the negotiation header. Page 64/209 .1. responding frequency.11 What are response controls? When you create a new RFI.1. *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. add notes or attachments to the supplier. the time limit for the negotiation can be extended past the original close date. On the Lines: Create Line page. *Close Date Use the pop-up calendar to select the date/time when the negotiation will be closed. If you allow the control manual extend. the negotiation can be closed prior to the defined close date. or Buyer's Auction. They can view the negotiation's details but cannot place responses. Complete the following fields as appropriate for the negotiation type. Once closed. 5. make sure you select a general services. 3. participants. Provide the line with a description and select a Category value. You can edit the value to change the time if needed. Preview Date Use the pop-up calendar to specify a date/time after which the negotiation information can be accessed by potential suppliers. You must have created your negotiation header before you can create negotiation controls. no further responses may be accepted. you set response controls to determine the negotiation length.

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

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

Your auction AutoExtends only if the new total bid value is better than the total bid value of all current active bids. if you enable an AutoExtend of 30 minutes and a winning bid is received in the final 30 minutes of the auction. you can specify that a supplier must bid on all items in an auction. In this case. In this case. 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).Oracle Sourcing Help 30 minutes of the auction (the AutoExtend period). you can specify that suppliers must submit rebids that are better than their current bid price by a specific minimum amount (the decrement amount). 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. In this case. 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. the rebid must be better than the supplier's own current bid price by the minimum bid decrement amount . For example. Note: If a bid is on an item with weighted attributes. a winning bid must fit both of the following criteria : The bid must be the best bid price submitted in the auction." However." you can revise your AutoExtend settings while the auction is in progress . and If a rebid. Note: If you selected the option "Allow manual extend when the negotiation is open. o Decrement If you selected the Price Only bidding option for your auction. Alternatively. 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. In this case. a winning bid is determined by the unit bid price for an item." Length of Extension Page 67/209 . its bid value is its price to score ratio not just the bid price. 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. the price to score ratio is used to determine the winning bid. your auction will be automatically extended for 30 minutes past the current scheduled close time.

Number of Extensions Select a value from the drop down menu to set the maximum number of times the auction can be extended. a notification is sent to the next approver in the approval chain. The approval cycle continues until all the required approvers have viewed and approved the decision. Once you have saved your award decisions. which the approver can accept or reject. The AutoExtend period is determined by the length of each AutoExtension (see above).Oracle Sourcing Help You must specify the duration (in minutes) of each AutoExtend. Lines to AutoExtend You can extend bidding for all auction items. 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.1. a notification is sent to the negotiation creator. once created. Page 68/209 . This ensures that. the purchasing document will not need to be changed in the future. For example. or only for those items that receive winning bids during the AutoExtend period. 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. If the approver rejects the decision.1. a notification is sent to the first approver in the approval chain requesting that the approver view the decision. If the approver allows the decision. a notification is sent to the creator who can then begin generating the purchasing document. 2.12 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. 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. if you specify that each AutoExtension is 20 minutes : o o Each AutoExtension will last for 20 minutes after the start time you specify.

You return to the previous page. you do not have to explicitly invite any suppliers. You can use the same list for all negotiations. If you do. If there are multiple supplier sites (Supplier Site is another term for Address Name). Even though the auction is already open to them. select the suppliers you wish to invite and click Invite. Search for and select the Invitation List you want to apply. 3. 2. auctions are open to all bidders by default. Inviting suppliers After entering your negotiations description. You can select the bidders you wish to notify from a list of suppliers. you can choose to open your RFQ to all suppliers. Different sites for the same supplier can each submit a response. select the specific site you wish to invite to the negotiation. Participation in Auctions Unless you specified differently on the negotiation Controls page. Page 69/209 . Select how you wish to search for suppliers: o o Click the Add Supplier to search for and add suppliers to your invitation list. business terms and conditions. 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. you can create a participants list on the Create Negotiation: Suppliers page: 1. From the search results.1.1.13 How do I invite suppliers to participate in my negotiation? Participation in RFQs Participation in RFQs is by invitation only by default. To invite specific suppliers see Inviting Suppliers below. or if you frequently invite a certain group of bidders. To invite specific suppliers see Inviting Suppliers below.Oracle Sourcing Help 2. However. you can choose to also send certain bidders notifications of a particular auction to encourage their participation. you can apply a predefined invitation list that identifies these bidders. Bidders will see your auction when they search using the Active Auctions page. and any response controls. and you must invite at least one supplier. line(s).

deletions. On the Create Amendment: Lines page. Notice that the negotiation number has now been given a suffix. This suffix is incremented every time you create a new amendment for this document...Oracle Sourcing Help If there are multiple contacts for each site. 2. Additionally. To create an amendment to a sourcing document: 1. 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. 6.1. The system sends notifications to the invited suppliers providing them details of the negotiation. or updates to line information if necessary. use the active negotiation's negotiation summary page. select which contact you wish to notify about this negotiation from the Contact menu. 1. If the contact is unregistered. The supplier user receives an email notification with the negotiation invitation and a link to access the user registration page. This update is called an amendment. 12345. If Oracle Procurement Contracts is implemented. for example. 2. if no preview date/time was specified) and before the close date/time. if you know the e-mail addresses of any other contacts at the company (including possibly a distribution list). enter any line changes. Change the negotiation rules on the Create Amendment: Controls page if necessary. the buyer can update information defined in the document if necessary.1. To invite new suppliers. Page 70/209 . you must enter a new Description for the amendment and make any other header level attribute changes you need. you can enter it in the Additional Contact Email field. Once the registration request has been approved. select Create Amendment from the Actions menu. the user can participate in negotiations. You go to the Create Header page. 3. additions.14 How do I create an amendment to a negotiation? After publishing a negotiation. Your invitees will receive email notifications inviting them to participate once the negotiation is successfully submitted. 5. On the negotiations summary page. You cannot add or delete suppliers on the Create Amendment Suppliers page during an amendment. and there are clauses and deliverables defined to this negotiation. Amendments can be created anytime after the preview date/time (or open date/time. a notification is sent to invite the contact to register and participate in the negotiation. Note: You can also invite additional suppliers while the negotiation is in progress. these can be changed on the Create Amendment: Contract Terms page.. On the Create Amendment Header page. 4.

quality.1 How do I use negotiation templates? You can use a document template of a specific type (RFI.1. You can review the new changes compared to the current active negotiation by clicking Review. no new responses can be received on the previous negotiation. All suppliers will be required to acknowledge the amendment and resubmit their responses to be eligible for award. and delivery. 2. You can save the amendment as a draft at anytime during the creation process if you click Save Draft. the buyer can score attribute values to indicate the relative preferability of different responses. Spreadsheets and Lists 2. the Submit button changes to Publish. 2. Draft amendments are available on the Negotiations Home page if you click Drafts in the Manage Quick Links section. 2. 4. or auction) to create a new document of the same type.2. You can add to. On the Create: Header page. See How do I create and edit negotiation templates? for instructions on creating negotiation templates.2 What are line attributes and attribute lists. but also to other features and performance characteristics of each line. Once approved (or if approval is not required). select the template and click Apply to create a new negotiation with this template. you can submit the amendment for approval by clicking Submit for Approval on the review page. The buyer can define unique line attributes. On the results display.1. click Apply Template.Oracle Sourcing Help 7. or delete any of the negotiation information provided by the template by proceeding through the steps of creating a negotiation. 3. These attributes may either require a response or no require a response from the supplier.2 Templates. 8. allowing respondents not only to respond to the price. If you have approvers identified on the Collaboration Team on the Create Header page. and how do I use them? Line attributes enable a buyer to define multiple line-specific attributes. Page 71/209 . To use a sourcing document template: 1. Click the appropriate link under the Create area of Quick Links on the Negotiations Home page. Once you click Publish.2. When creating a negotiation.1. Approvers will receive notification that they need to approve the amendment. Line attributes can then also be weighted to indicate the relative importance of a single attribute among the other weighted attributes. Search for and select the template you want to apply. edit. RFQ.

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

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

find your list. 3. 8. you can edit public lists.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. you can add an entry for each site for that supplier if you choose. On the search results page. and manage public invitation lists. 6. If the template and spreadsheet have conflicting category values. Click "Add Suppliers.2. 4. 2. click "Add Suppliers" again and follow the perceiving instructions.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. any attributes/price elements defined for the template are added to any attributes/price elements you define via the spreadsheet. 5. click Apply. The value defined for the RFQ/Auction template. click Submit. The value specified in the spreadsheet. Select the supplier(s) and click Add to Invitation List." then search for suppliers to add to your invitation list. Click "Invitation" under the Reusable Lists area of Quick Lists on the Negotiations Home page. Search for the list you wish to update. If the supplier you selected has multiple sites defined in the system. On the Edit Invitation List page. including change the access and status. When you have finished adding suppliers. then click Edit.1. If you are have the Manage Invitation Lists job function. update your list description. or 2. edit. Page 74/209 . 7. the system uses the following hierarchy to determine which category value to use: 1. you can choose a specific supplier site to associate with this list (Supplier Site is another term for Address Name). 2. If you wish to add more suppliers to your list. 4. You can also add or delete suppliers.2. When you are finished. 2.1.Oracle Sourcing Help Sourcing Super Users or users with the Manage Invitation Lists job function can create. status. and access as appropriate. 5. To edit an invitation list you have created: 1. For a supplier with multiple sites.

Page 75/209 . you may choose to add one or more line attributes to that line. item A with four attributes/price elements. see "How do I add attributes to my negotiation lines?" 2. the buyer can add an attribute called "mileage" to specify that the bid item must have fewer than 12." Metal industry negotiation items can include "grade of metal" as an attribute. RFQ. For example." and "SKU number.3. Line attributes define 1) unique specifications that you set for a negotiation line. For example. the attribute/price element specified on the spreadsheet 2.1 What are line attributes.3 Item Attributes." "style. and Price Breaks 2. 2.3. if there are three attributes/price elements for your template.000 miles on the odometer. While the buyer could enter this information in the auction line description. and do not apply to all lines in the negotiation. 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. The attribute(s) are added to that line only. the precedence is: 1.1.1.Oracle Sourcing Help For example. and why would I add them to my negotiation lines? When you add a line to a new negotiation (RFI.2 How do I add line attributes to my negotiation? You can add multiple line attributes to any line in your negotiation. For more information about how to add line attributes to your negotiation items. 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. retail industry negotiation items can include such attributes as "color. If there are duplicate attribute/price elements between the template and the spreadsheet. Price Elements. and your spreadsheet upload includes two items. When the buyer adds the line (vehicle) to the auction. In addition. the attribute/price element specified by the template.1. Line attributes can call attention to industry-specific characteristics. and 2) the details that a participant should provide when responding to that negotiation line. Adding these as required item attributes that are displayed to bidders can customize your negotiation items to your specific industry. auction). Attribute Scoring. then bidders must enter the mileage of any bid. and item B with two attributes/price elements. if the buyer marks this attribute as required. 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.

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

62 Response 2: Attribute Quantity Need-by Date Color Response Value 1200 05/01/2002 Red Page 80/209 . and Response 2 would be designated as the best response even though the bid price for Response 2 is higher. 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 .31/12/2002 > 01/01/2003 Red Blue 60 100 100 80 50 100 75 Given these definitions. the price to total score ratios for the following two possible responses are calculated as shown.

use the instructions in "How do I add lines to a negotiation"? to enter the line data and other required and optional line information. Make sure you select Multi-Attribute Scoring from the Ranking menu. However you may want to consider supplier responses to other line attributes in addition to price being offered when determining the best response.53 2. click "Lines" in the navigation bar in the top left hand corner.3. Groups are used for categorizing attributes. On the Create: Lines page. 2. PPM Defect Rate. To use weighting and scoring when defining a negotiation: 1.4 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. *Indicates a required field: o *Attribute (up to 240 characters) Name your line attribute (for example: Mileage. On the Lines: Create Line page. See What are line attributes? for information about defining line attributes. o Attribute Type Page 81/209 . enter your line attribute information. 3. To enter a line attribute. Select a ranking method if the Sourcing Super User has set the system up to allow you to change ranking methods. navigate to the Attributes table and click Add Another Row. Grade). The system can then include the suppliers' responses to your line attributes when calculating the best response. 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.Oracle Sourcing Help Price $300 Total Score: (100 * 50) + (50 * 30) + (100 * 20)/100 = 85 Price to Total Score Ratio = 300 / 85 = 3. and you do not wish to use the default. Select Online from the menu and click Go. You can accomplish the by specifying weighting and scoring values for your line attributes. See "What information must I provide to describe my negotiation header"? After you have defined the negotiation header.1. When the page refreshes. o Group Select one of the predefined attribute groups. 5. 4.

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

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

Buyers can specify when they create the negotiation how much they anticipate paying for these additional costs. the supplier's response values for fixed-amount type price elements cannot be converted to a unit price. Or you might create a list that identifies additional services such as consulting or training that will be required by a particular negotiation item.3. the system will assign weights as equally as possible. To create a new price element list: 1. You can create new price element lists or edit existing lists. click Equalize Weights.6 What are Reusable Price Element Lists. These costs can then be negotiated between a buyer and supplier just like the item price. You must be assigned the Create Reusable Price Element Lists job function to create these lists. Identify hidden activities or "cost drivers" to facilitate improved analysis and decision-making. For example. or discrete costs such as shipping fees. Price elements allow you to: Identify suppliers with the lowest total cost per line not just the lowest item price. Page 84/209 . Take into account any additional costs or charges when considering outsourcing a project.Oracle Sourcing Help o To set the weights for all attributes equally. 2. 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. Support supply chain operations more efficiently by recognizing and analyzing how one organization's performance and costs affect another organization. Click the Price Element link under Reusable Lists on the Quick Links section of the Negotiations Home page.3. which is required to compute a total unit price. This is because in the absence of a line response quantity. for example. Such costs could include services such as training or consulting. you might create a price element list identifying normally expected transportation costs. If there are an odd number of attributes. the supplier's response prices to the price elements will not be rolled up into the line total price. Note: If the negotiation outcome is a blanket purchase agreement. 2. you can apply that price element list to any negotiations (RFQs or auctions) containing items to which those price elements are applicable.1.5 How do I use price elements? Price elements allow a buyer to identify additional costs associated with a particular negotiation line. freight charges or import duty fees.1. Once you have created a price element list.

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

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

Setting Up Price Breaks You can only define price breaks for documents with an outcome of blanket purchase agreement. or your can restrict them to only offering price responses to the price breaks you define. However. the system will identify Supplier 2 as the best response. If the price breaks are cumulative. You can control the ability of your supplier to respond to your price breaks. the break accumulates as the quantity increases. Be sure it is not an amount-based line type. given the price break structure defined in the table above. For example. To enter price breaks: 1. Supplier 1 is the best response. On the Line: Create Line page. 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. you can enter assumptions into the system and it will calculate which response is the best. If a line's price breaks are cumulative. You can specify what the supplier's response to the price break should be. For each line. you can only define price breaks on goods-based line items. Page 87/209 . Click Select Price Break Settings to access the Create line: Select Price Break Setting page. define your negotiation line normally. the effective date values are not available for price break usage. if you buy 120 PC keyboards. 2. Click Select Price Break Settings. 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.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. Additionally.

1 What are some negotiations strategies I can use? When creating a negotiation. You can define as many price breaks as are needed to fully define your pricing structure. you could define multiple price breaks based only on order quantity.1. Define your price breaks. To analyze price break information: 1. you could enter different order quantities and see which supplier response is the best for a certain quantity. For example. 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. Select the negotiation line. On the Analyze Line: Analyze Price Breaks page. 5. Page 88/209 . click the response number link. and your supplier(s) have responded with quotes. 5.1. For each price break criterion. you can have the system evaluate the supplier responses based on scenario information you enter. 2. Click Add Another Row to define additional price breaks. 3. and 2) the details that a participant should provide when responding to that item. On the table of negotiations. If you select Non-Cumulative. you will not be able to negotiate on effective dates. Also select either Cumulate or Non-Cumulative. For example.4 Additional Creation Topics 2. On the negotiations summary page.Oracle Sourcing Help 3. 2. 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. Item attributes define 1) unique specifications that you set for an item. You can set breaks by unit quantity. If you select None. you will not be able to enter price breaks. and effective dates (available for non-cumulative price breaks only). price. 4. Analyzing Price Breaks Once you have defined your price break expectations. and click Analyze Price Breaks.4. Ship-To address/organization. otherwise select optional. click Apply. Select Required to force to supplier to respond to the price breaks you define. you can offer a particular target price. 4. click Analyze by Line from the Actions menus and click Go. Search for the negotiation you're interested in. Once you have defined all your price breaks. 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.

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

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

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

Note that you can move the inactive date forward in time to extend an event. Using Reusable Attribute Lists Attribute lists can streamline the document creation process while providing standardization for negotiation items. If you are assigned the Manage Invitation List job function. item information. you can create and manage public Reusable Attribute Lists. Invitation lists can be shared across the company.4. The details of the document such as the controls. Your template will contain the features that are similar among the negotiations you commonly create. 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.1. you can create attribute lists for use by all Sourcing buyers at your company. you may want to create a template that you can use each time you create a sourcing document. you can modify the description and inactive date. If you are assigned the Manage Sourcing Document Templates job function. On the Edit Event page. When you create a document using a template.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. Using document templates If many of the negotiations you create contain the same features. and invitation list are copied into a new document which you can edit if necessary. 2. terms and conditions. or any other users in your organization.Oracle Sourcing Help 5. To modify an event's information click Edit. you simply open the template and add to or edit details of the template as necessary. This allows you to standardize business practices and save time. have previously created. If you are assigned the Manage Attribute List job function. This can help you standardize your business practice as well as speed up the negotiation creation process. Using Reusable Invitation Lists You can create Reusable Invitation Lists containing names of suppliers who you frequently invite to your negotiations. Using spreadsheets Page 92/209 . You can also move an inactive date backward although not prior to the current date/time. in addition to your private ones. An attribute list is a grouping of attributes that are commonly used together to describe a good or service. you can also create and manage public templates in addition to your private ones.

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

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

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

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

3. On the Requisition Summary page. click the requisition number link to view detailed information on the line. When you have completed your contract terms. adding any additional lines. The Create Lines page displays any lines AutoCreate created using requisitions in Oracle Purchasing and allows you to create additional lines if necessary. specifying negotiation controls.1. continue by either clicking Suppliers to define a supplier invitation list. you may wish to view the requisition line information for the lines that AutoCreate carried over from Oracle Purchasing. Or you may need the name of a contact who can answer questions you have about the negotiation line. If you receive any error messages. To view the backing requisition information during negotiation creation: 1. 6. or clicking Review to inspect the negotiation prior to publishing it. For example. This includes all the other tasks such as creating your header. Select Validate from the Actions menu to verify the validity of the contract terms you are defining. You can add.Oracle Sourcing Help 2. and possibly inviting suppliers. You can see this line information on the View Requisition Line Summary display. click the requisition number link. 4. 2.8 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. Along the way. See the Oracle Procurement Contracts online help for information on using contract templates. 5. delete or modify text. 5.4. Click Apply Template. On the Create Contract Terms page. After you have created your header by adding a title (and adding/modifying any other information) clicks Lines in the top left navigation bar. 3. For AutoCreated lines. See the Oracle Procurement Contracts online help for instructions on modifying clauses. The Requisition Line Details page displays information in the following areas: o Requisition Page 97/209 . You can edit the clauses applied by the template as needed. search for and select a contract template from the list of values. you may need to view the demand linked to a particular negotiation line. 2. you must correct them and validate again. you can access it and continue creating your negotiation. Once the new draft negotiation has been created. 4. and then click the Details icon.

buyers can nominate collaboration team members to participate in the creation and administration of the sourcing document. This includes the entire life of the sourcing document from the initial creation to the award process.1. Access the negotiation. awarding business to supplier. When you create a negotiation.4. Buyers can optionally grant full access to some team members while restricting others to read-only access. Such tasks could include defining the item attributes.4. you can specify that an item is amount based by selecting an amount based Line Type value. A category value may also appear if your administrator has defined a default category for that line type. This takes you to the Requistion Detail page. you might need to negotiate training or consulting services.10 How do collaboration teams work? When creating a negotiation. and some team members may be required to approve the final document before delivery to potential suppliers. click the number link in the Requisition column. and how are they used? Sometimes the item you need to negotiate is not a number of discrete units. 2. From the negotiation summary page. 2.1. The possible values are defined in Oracle Purchasing.9 What are amount based line types. Such activities can be negotiated by using amount based line types. Page 98/209 . Click the number link in the Line column. 4. This takes you to the Requisition Summary page. For example. For the line whose requisition information you wish to view. the quantity and unit of measure defaults to the values defined by your administrator and is display only. inviting additional suppliers. Each member can be assigned specific tasks. click the Lines subtab. 2. If you select a line type that is amount based. and creating document outcomes.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. but more of a service or activity. 3.

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

the creator's manager.1.Oracle Sourcing Help If that member has been assigned a task. There are three possible security levels a buyer can select: Public The document can be viewed by any other buyers in the buying organization. Hierarchy The document can be viewed only by the creator. 2. All members identified as approvers must approve the final version before the document can be published. and the Security Hierarchy members defined in Oracle Purchasing for that document type. 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. Other members can be selected as approvers of the document. and members of the document collaboration team (if any). Execution against global agreements can be performed by multiple local operating units. and how do I use them? Global agreements allow buying organizations to negotiate pricing and define agreements on behalf of a shared central environment. and if so. 2. For example. selected members can be assigned specific tasks which they must complete. Also. the creator's manager. some collaborators can be defined as having read-only access. meaning they can view but not update the document throughout its lifecycle. This is in contrast to a regular blanket purchase agreement which can exist only within the realm of a single operating unit. when the target date is. members of the document collaboration team (if any). Private The document can be viewed only by the creator.4.12 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.4.13 What are global agreements. Global agreements: Page 100/209 . See How do collaboration teams work? for more information on collaboration teams.1.

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

You can update a deliverable if needed or delete it altogether 4. 3. you can create a deliverable and assign it to a negotiation. Search for and apply a contracts template. click Apply. 5. click Add Deliverable. After you have finished defining your deliverable. 6. On the Create Deliverable page define your new deliverable. In addition to the contractual commitments that businesses need to fulfill. 2. Page 102/209 .2.2 Using Oracle Services Procurement and Oracle Procurement Contracts 2. The commitments on the contracts. To add a new deliverable. To create a deliverable for a particular negotiation: 1. On the Create Header page.Oracle Sourcing Help 2. click Contract Terms in navigation bar in the top left of the page. If Oracle Procurement Contracts is implemented. See the Oracle Procurement Contracts online help for instructions on defining deliverables. are classified as deliverables.1 How do I create a deliverable and use it in a negotiation document? Businesses enter into contractual agreements with their trading partners and. as part of the contractual agreement. Once the page refreshes. under the terms and conditions of the contract. they might define other internal tasks that contribute to the overall execution of the contract. besides products and services bought or sold. Click the Deliverables subtab and check that any deliverable already defined to this template is applicable for your negotiation. you can define your next deliverable. will have commitments to fulfill. you can click Apply and Create Another. If there are multiple deliverables to define.

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

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

From here. continue by either clicking Suppliers to define a supplier invitation list. Page 105/209 . To access a draft negotiation: You can use draft negotiations to spread out the creation process over several sessions. 5. Click Apply Template. delete or modify text. You can add. you can create and submit new negotiations and continue working on any draft negotiations you have in progress. 2. you must correct them and validate again. To create a new negotiation: Click the appropriate link under the Create section of Quick Links. you may have several ongoing negotiations.3 2. When you have completed your contract terms. select a negotiation and click the appropriate button (Edit. If you receive any error messages. See the Oracle Procurement Contracts online help for instructions on modifying clauses . Follow the instructions in How do I create a new negotiation? to create a new negotiation. 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. To search for your negotiations in progress: At any one time. This takes you to the negotiation summary page for that negotiation. To access a draft negotiation: 1. You can edit the clauses applied by the template as needed.1 Monitoring Negotiations How do I access negotiations? The Negotiations Home page is the central point of access for all your negotiations. search for the negotiation you wish to access. 4. Unlock. Review and Submit). or clicking Review to inspect the negotiation prior to publishing it. 2.Oracle Sourcing Help 3. 6. You can also use drafts to allow a team of collaborators to all work on the same negotiation. You can also monitor the progress of your open negotiations. Select Validate from the Actions menu to verify the validity of the contract terms you are defining. Click the "Manage" link under Draft in the Quick Links section of the Negotiations Home page. From the Results display.3. 3. On the Manage Draft Negotiations page.

2. and then click View Response History to see information on responses to this negotiation.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.2 How do I monitor the negotiations I have created? Access the negotiation you wish to monitor. On the negotiation summary page. Once the buyer has received all the bid/quote information. If you do not see your negotiation.Oracle Sourcing Help Note that the Your Negotiations at a Glance section shows a limited number of entries based on time remaining. From the negotiations summary page. From the Negotiations Home page. It is when the buyer receives the offline copy of the response or when the supplier mails/faxes the response. Clicking the number of your negotiation takes you to the negotiation summary page. On the Create Surrogate Bid/Quote: Select Supplier and Contact page. select Create Surrogate Quote/Bid from the Actions menu. Continue from the Terms and Conditions page with regular a response if terms and conditions are required. Oracle Sourcing buyers can place surrogate bids on behalf of such suppliers. 6. 5.3. Click the Responses number to access the Details page for the negotiation. 7. you can either Select View Response History from the Actions menu and click Go. 2. Click the negotiation number to access the negotiation summary page where you can see information on the negotiation. Negotiations in which you are participating appear under Your Negotiations at a Glance. click Full List. 3. To place a surrogate bid on behalf of a supplier: 1. Page 106/209 . 4. You also search for all open negotiations to which you have access. 2. a surrogate bid can be entered into the negotiation. access the negotiation in which you wish to bid by clicking its number. To see the complete list of negotiations you created. On the Create Bid/Create Quote page. Sign on to Oracle Sourcing with Sourcing Super User responsibility. You can also use the Graphical Monitor to view and compare responses to your negotiation.3. enter the Bid/Quote Received Time. click Full List. enter the name or contact of the surrogate supplier in the Supplier field and click Go. Select a contact for the supplier and click Create Surrogate Bid/Quote. and click Go.

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

If there are any attachments.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. From the Your Negotiations at a Glance section. Each response is identified by its response number.Oracle Sourcing Help 6.3. you should also download the Instructions file. 3. 2. These charts compare different aspects of the responses. On the Export Quotes/Bids to Spreadsheet page. you can view them by clicking the icon in the Notes/Attachment row. there will be only one segment for each graph with that segment comparing simply the price. The Analyze Line: Compare Quotes/Compare Bids page displays a sideby-side comparison of the response details for all responses you chose to compare. This is useful if you have received a large number of responses and want to compare them offline. The Price Analysis chart compares the calculated line prices offered by the responses. Note that there may be two other charts available on the page depending on how you defined your negotiation attributes. Save the file. If you defined price elements to be included in your price calculation. The Attribute Group Scores chart compares competing responses in terms of attribute group totals. You can display these charts by clicking the triangular icon labeled Show Chart. Page 108/209 . Open the file and complete it according to the directions in the Instruction file. select the type of spreadsheet you wish to down load. 5. 2. 4. To download responses: 1. the chart will show the total price calculated by combining all the responses to the price elements. You can use an Excel spreadsheet file or a text spreadsheet file. On the Negotiation Summary page. select Export Quotes/Bids from the Action menu. You can download bids whether the negotiation is open or closed. You can pause your cursor over each section of the bar to see the exact response value to that segment. If you have never used spreadsheet files before. click the negotiation number for the negotiation to access the Negotiation Summary page. If you did not use price elements in your negotiation. You can also update the spreadsheet with your award decisions and then upload it to identify winning responses. Save the file to a convenient location.

including that response's rank. 2. 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 click Compare to obtain a more complete. AutoAward can also use calculations available from Multi-Weighted Page 109/209 . For example. o You can select any one entry in the table and click Graph Price or Analyze.Oracle Sourcing Help 6. 2. click Analyze by Bid/Analyze by Quote from the Actions menu.You can use AutoAward to have the system pick the best award. You can see the number of active bids against each line and the best quote/bid determined by the system for that line. 2. AutoAward uses the ranking capabilities and methods available in Oracle Sourcing to obtain its best award recommendation.3. it will use the the price being offered by the supplier for the most basic way method of ranking responses. 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. To analyze by response: 1. You can analyze by line or by response (you obtain different information depending on which type of analysis you perform).7 How do I analyze the responses I have received? There are several ways of analyzing the responses you have received for your negotiation. as well as additional information about each line including any backing requisition information. 3. upload your awards into the system. you can also use a spreadsheet to perform your analysis offline. the resulting Monitor page shows your responses in a graph : If you select a line and click Analyze. You can inspect the header attribute values (if any) by selecting multiple supplier responses and clicking Compare Header Attributes. From the negotiation summary page for this negotiation. select Analyze by Line from the Actions menu and click Go. side-by-side display of all the responses. To analyze by line: 1. o To use the AutoAward recommendation AutoAward is a feature you can use when you need a quick. If you select a line and click Graph Price. And if there are may lines or lines with complex attributes. the resulting Analyze Line: page displays additional information about the responses to that line. On the negotiations summary page. However. The Analyze by Bid/Analyze by Quote page shows the response details from the different suppliers. 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. After you have completed your award decisions. standard award.

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

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

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

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

if you extend that auction for only 3 days. 5. 2. Page 114/209 . To add suppliers to a negotiation: 1. You cannot manually extend your negotiation after it has closed. click Full List. On the Extend RFQ/Extend Auction page. Select Add Invitees from the Actions menu and click Go. and you extend that auction for 7 days. 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. If. 6. need-by date. Click Apply. when creating this negotiation. and your award date remains January 20. 3. On the negotiation summary page. your new close date is January 22. 2.3. On the Invite Additional Suppliers page. select the Extend RFQ/Extend Auction option from the Actions menu and click Go. you cannot extend an auction after its first AutoExtension has been triggered. Under the Your Negotiations at a Glance section on the Negotiations Home page.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. Under the Your Negotiations at a Glance section of the Negotiations Home page. You can also enable AutoExtend or modify your AutoExtend settings if you wish. your new close date is January 18. For example. A notification will be sent to all participants. and your new award date is January 27. specify a new close date and time. click the negotiation number link for the negotiation to which you wish to add additional suppliers. 4. If your negotiation is not displayed. click Full List. 3.10 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. Additionally. 2.3. follow the instructions to add new suppliers. and/or long-term agreement dates. If you don't see the negotiation. if your negotiation includes a January 15 close date and a January 20 award date. you entered an award date.Oracle Sourcing Help 2. However. click the negotiation number for the negotiation you wish to extend. To manually extend your negotiation: 1. Click Apply. Enter a new close date and time.

select the Extend Auction option from the Actions menu and click Go. 3. but you cannot change any other AutoExtend settings. 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.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. but you cannot change any other AutoExtend settings. you can change the number of times that the auction can AutoExtend. or upon receipt of a new winning bid). If your auction enters AutoExtend mode. 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 Extend Auction page. 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. You can modify the following AutoExtend options: o o o o Lines you want to AutoExtend (AutoExtend all lines. If your auction enters AutoExtend mode. Once you have made your changed. You cannot enable or modify AutoExtend settings for an auction that is in a preview period or has closed for bidding. However. On the negotiation summary page. 2. However.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. click the number for the negotiation whose AutoExtend values you wish to change. To change your auction's AutoExtend settings: 1. Under Your Negotiations at a Glance on the Negotiations Home page. you can change the number of times that the auction can AutoExtend. click Apply.3. Page 115/209 . review your current AutoExtend settings (if any). 2. 4. You can also review and extend your auction's scheduled close date and time.

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

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

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

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

If you do not see the negotiation.Oracle Sourcing Help 2. Note that you cannot manually close an auction after its first AutoExtension has been triggered. Page 120/209 . 1.16 How do I cancel a negotiation? Sometimes. you can enter a text note to participants explaining why you are canceling the negotiation. enter a note to your suppliers. This note is included in the notification that will be sent. If desired.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. Click Apply. On the Cancel page. The system notifies all the invitees and participants of the cancellation. click the negotiation number for the negotiation you wish to cancel. On the negotiation summary page. the responses to your negotiation do not meet your needs. 5.3. or the items are no longer needed. 3. click the negotiation number for the negotiation you wish to close.3. 2. Also the line requirements have changed. select the Close Early option from the Actions menu and click Go. 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. In any of these cases. Click Apply. click Full List. 4.3. On the negotiation summary page. enter the new date and time you want to close the negotiation or choose to close it immediately. 4. 2. select the Cancel RFQ/Cancel Auction option from the Actions menu and click Go. Amendments can be created anytime after the preview date/time (or open date/time. you may wish to simply cancel the negotiation. 2. there may have been too few responses. 3. On the Close Early page. the buyer can update information defined in the document if necessary. or the terms of the responses are not acceptable. if no preview date/time was specified) and before the close date/time. Under the Your Negotiations at a Glance section of the Negotiations Home page. 2. This update is called an amendment. To close your negotiation early: 1. For example.17 How do I create an amendment to a negotiation? After publishing a negotiation. Under the Your Negotiations at a Glance section of the Negotiations Home page.

additions. Approvers will receive notification that they need to approve the amendment. The printed version also does not include any price elements Page 121/209 . you must enter a new Description for the amendment and make any other header level attribute changes you need. or names of invited suppliers. 7. you can submit the amendment for approval by clicking Submit for Approval on the review page.Oracle Sourcing Help To create an amendment to a sourcing document: 1. On the Create Amendment Header page. 3. To invite new suppliers. You can save the amendment as a draft at anytime during the creation process if you click Save Draft. or updates to line information if necessary. Notice that the negotiation number has now been given a suffix. Draft amendments are available on the Negotiations Home page if you click Drafts in the Manage Quick Links section. 12345. these can be changed on the Create Amendment: Contract Terms page. 2. Government organizations in particular present solicitation packages according to a unified format. use the active negotiation's negotiation summary page.18 How do I print information on my negotiation? Much business communication today is carried and managed offline.1. for example. Buyers need the capability to download and print a negotiation for offline review. Once approved (or if approval is not required). Once you click Publish. On the negotiations summary page. This suffix is incremented every time you create a new amendment for this document. On the Create Amendment: Lines page. and there are clauses and deliverables defined to this negotiation. You can review the new changes compared to the current active negotiation by clicking Review. 6. deletions. no new responses can be received on the previous negotiation. If you have approvers identified on the Collaboration Team on the Create Header page. 2.3. enter any line changes. the Submit button changes to Publish. 5. You cannot add or delete suppliers on the Create Amendment Suppliers page during an amendment. The printed version of the negotiation is appropriate for public display since it excludes all internal data such as internal attributes.. mail or email. 4. 8. If Oracle Procurement Contracts is implemented. current prices. select Create Amendment from the Actions menu. All suppliers will be required to acknowledge the amendment and resubmit their responses to be eligible for award. Change the negotiation rules on the Create Amendment: Controls page if necessary. Responders should be able to complete negotiation documents and return the results by FAX. You go to the Create Header page.

open and inspect the print directly. On the Negotiations Homepage. select Print Document from the Actions menu 3. search for the negotiation for which you wish to print the contract terms by clicking the negotiation number link. You can view the approval history at any point. Click the Contract Terms link in the navigation bar. select Print Document from the Actions menu. click Full List. or save it to a location on your machine and review the document there To print contract terms only: 1. To print a negotiation (for buyers): 1. To print a negotiation (for suppliers): 1.Oracle Sourcing Help defined to the negotiation. When the prompt box appears. Click Preview Contract Terms.19 How do I view the approval history for my negotiation? If you selected the "Require award approval" negotiation control. or save it to a location on your machine and review the document there. If Oracle Procurement Contracts is implemented and the sourcing document has contract terms attached to it. 2. 2. Once you have submitted your negotiation's award decision. but there will only be data displayed after the recommendation has been submittted.3. 3. you can view the approval status of your negotiation. 3. 2. open and inspect the print directly. On the negotiation summary page. search for the negotiation you wish to print. open and inspect the print directly or save it to a location and review the document locally. 2. When the prompt box appears. These negotiations are listed under the Your Negotiations at a Glance section. On the negotiation summary page. On the Negotiations Homepage. 4. On the Negotiations Home page. search for the negotiation you wish to print by clicking the Negotiation Number link. Access the negotiation by clicking its negotiation link. the clauses and deliverables are printed as well. If you cannot see all your negotiations. When the prompt box appears. Page 122/209 . your award decision must be approved before you can begin to create a purchasing document.

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

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

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

Oracle Sourcing Help Page 126/209 .

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

select the radio button for the supplier to whom you wish to award that line. Click Save Award To award a single line to a supplier: 1. o o 3. You can choose to leave it unawarded. Click "Award by Line" to return to the Award by Line page. but you can award less. For each line. Note the following: o o If you select multiple suppliers for this line. This is useful if you have received a large number Page 128/209 . 4. 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.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. If you have removed any suppliers from the shortlist. an awarded chekmark appears for the line.4. 2. On the Award by Line page. Once you have selected the suppliers and specified the number of units to be awarded to each. you see all the suppliers that responded to this line. you can choose to download only the responses from the remaining shortlisted suppliers. For amount-based line types. On the Award Line page.Oracle Sourcing Help line in the negotiation. 3. Once a line has been totally awarded. you can split the award by entering a value in the Award Quantity for each supplier. 2. Follow the instructions in Step 2 and Step 3 above to enter that line's award decision 7. you cannot award more units than specified in the negotiation quantity. For quantity-based line types. 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. the award simply identifies the supplier from whom business will be awarded in the future . To award using a spreadsheet: If you wish to download the responses for a negotiation. You do not have to award a line. Select the next line to be awarded and click Award. select Award by Spreadsheet from the Actions menu. click Save Award. 6. select the line you wish to award and click Award. Continue until all lines have been awarded. 5.

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

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

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

Page 135/209 . o Completed The award process is completed and a purchase order has been requested or a purchase order has not been requested.Oracle Sourcing Help To display the Award Summary page: To use the Award Summary page.4. 2. you must have closed the negotiation and made some award decisions. 4. you can use the subtabs to toggle between the Supplier and the Line views. o Closed Negotiations which have been closed. 3. On the Negotiations Search page. On the negotiation summary page. To see prior award information: 1.icon in the Details column. click the number link for the negotiation to see the details. 2. For each entry in the table. This information is stored and can be viewed even after you have closed. 3. it can be helpful to review award decisions you have made in the past. select Award Summary from the Actions menu and click Go. there is a triangular +/.11 Can I see information on my negotiations once I have completed awarding them? In many situations. 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). Click the link in the Number column for the negotiation. From the list of search results. o Create Order Negotiations for which the allocation process is in progress or for which the purchase order creation process has been initiated. awarded and completed the negotiation. Use the Search Negotiations fields at the top of the Negotiations Home page to perform an Advanced Search. 1. Use this icon to show or hide the detail information for that entry. These negotiations could be taken to a subsequent round of responding or could have their award process initiated. you can do an advanced search looking for negotiations with a status of Award). On the Award Summary page. select one of the following Status values and click Go. 2. Locate the negotiation whose business you have awarded (note that from the Negotiations Home page.

5. 4.4. 5. 2. If you have an approval procedure set up in Oracle Purchasing. 3. To generate a purchase order document: 1. On the award Confirmation page. 2. On the Complete Award page. you return to the negotiation summary page to complete the award process and generate a purchase order document. you can choose whether or not to create a purchase order document. If Oracle Procurement Contracts is installed and licensed. On the Confirmation page. you can obtain information on the supplier to whom you awarded business. In you are creating a blanket purchasing agreement. click the link to return to the negotiation summary page. On the Review and Submit Complete Award page. 3. so you may wish not to notify suppliers until a later date when the purchase document is fully approved). 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. Choose an Acceptance Level from the drop-down menu. To complete the award process: 1. You can see you award information by clicking the link under the Details column (or by clicking "Show All Details"). 4. specify the start and end effective dates. Select Complete Award from the Actions menu and click Go. See What is contract binding? for more information.12 How do I generate a purchase order document? Once you have saved your award decisions. The Confirmation page informs you that the award is complete. 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).Oracle Sourcing Help 2. Click Submit. 6. Page 136/209 . On the Create Purchase Order page. click Submit if you wish to complete the award process. click Initiate Approval to begin approval for this purchasing document. you can use an Acceptance Level value of Document and Signature to perform contract binding.

4. 2.5 2. In most cases when specifying a search value. use the search tips below. Document and Signature You and the supplier must sign the document to indicate acceptance. Once both you and the supplier have accepted the purchase document. This option uses Workflow notifications to obtain signatures online. You can optionally indicate whether acceptance is required for the resulting purchase order document. you have the choice of four levels: None No acceptance is required. Once the negotiation is closed for responses.Oracle Sourcing Help 2. Searches are conducted using a search criteria and one of that criteria's search value. you are sent a notification requesting your acceptance as well. Document Only Suppliers are required to accept the entire document. A notification is sent to the supplier requesting a signature to indicate acceptance after the purchase order is approved by any internal approvers. If the supplier accepts the document.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. To save time and perform accurate searches. Suppliers can use iSupplier Portal to accept the document or can request that you enter acceptance on their behalf. Document or Shipment Supplier can accept the document or individual lines. If you require acceptance. 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. Some examples include searching for negotiations in which to participate. Page 137/209 . you can award business to selected suppliers and subsequently initiate the purchase order/contract creation. When you are creating the purchase order document. or finding reusable invitation lists to apply when creating a negotiation.5. you can require that the supplier sign and accept the document. it is ready for execution.13 What is contract binding? If Oracle Procurement Contracts is implemented. you can use the wild card (%) as necessary The search process varies depending on what you are searching for.

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

5.5. You can identify the suppliers you wish to notify by searching information in the Approved Supplier List.4 Searching for suppliers: When creating a negotiation. negotiation title.1. You will also search for suppliers to add them to reusable invitation lists and/or negotiation templates. click Go. Select the draft and continue processing. If the draft is locked. approved or new). you can use % as a wildcard. and proximity to open date (specified as the number of days outstanding). 2. and click Go. Scroll through the Results display until you see the target draft. You can search the Supplier Master to identify suppliers who meet certain criteria. To search for and manage a draft negotiation: 1.3 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. 2. for example. 2.1. Click Edit to update the draft. click Unlock to access it. minority-owned or small business. the Supplier Master. Click Review and Submit to publish the draft. On the Manage Draft Negotiations page. o o On the Search and Select: Suppliers page Page 139/209 . you can send invitation notifications to particular suppliers inviting them to participate in the negotiation. Click the Number link to go to the negotiation summary page where you can see information on the negotiation. 5. 4. You can also search the Approved Supplier list for suppliers of a particular status (for example. Click "Responses" to go to the negotiation History page where you can see information on current responses. Click the Manage quick link under Drafts on the Negotiations Home page. 2. You can use % as a wild card value 3. select a search type from the menu. o You can search the Approved Supplier List to identify suppliers who sell a particular item or commodity. You can search both the Approved Supplier List and the Supplier Master at the same time. When you are finished. Enter your search values. negotiation creator. You can search on negotiation number. as well as information provided by the supplier company itself. Scroll through the Results: Negotiations display until you find the correct negotiation.Oracle Sourcing Help When entering values.

From the Results: Suppliers display. Scroll through the Search Results display and select the correct category. You must also specify the category to which the item belongs. you can search by either the Category name or by words contained in the Category Description. enter a search value for either the item name or a word in the item description. To search the Approved Supplier List Criteria. you must identify item(s) on which you wish to negotiate.5.5 Searching for lines and categories While creating your negotiation. enter a full or partial supplier name. To search by Supplier Business Classifications. Enter as many search values as are needed to efficiently qualify your supplier search. Click Go. use the flashlight to search and select commodity or item. Click the Select button or the Quick Select icon. With amount-based items. The category value defaults according to the item you select. enter appropriate search values search values. you can search and specify an item value. 2. click Show Approved Supplier List Criteria and select the attribute values by which you wish to search. Click the flashlight icon next to the Category field. Page 140/209 . If you know the name of the supplier you wish to invite. 1. 2. You are returned to the create page with the category value inserted in the Category field. 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. On the Search and Select: Inventory Item page. select the supplier(s) and click Invite.Oracle Sourcing Help 1. On the Search and Select: Category page. 3. 1. From the Search Results display. click Show Business Classifications and select the attribute values by which you wish to search. 3. Click the flashlight next to the Item field. After you have entered your search values. For goods-based items. How you search depends on whether the line type for your item is amount-based or goods-based.1. If you wish to see all suppliers who provide a particular commodity. select the correct item and click Select. click Search. 2. Select the type of search from the drop down menu. you can search and specify a category value but cannot specify an item value. 2. and click Go.

you can search for all price element lists that contain a particular price element. From the Search Results display. enter a search value in the Search field and click Go. To search for and select a different address: 1. a search on %Boston might return North Boston as a billing address. If you do not know the beginning of the name. 2. To search and apply a list: 1. Click the flashlight icon next to the address field. For example. For each list. Page 141/209 . Find the correct address and click Select. a search on br% returns only Brussels. most lists allow you to search by the list name and/or words in the list description. Enter as many search values as required to efficiently qualify your search. For example. select the list and click the appropriate links or buttons to process the list if necessary and to apply it to your negotiation. use a wildcard. many attributes default according to the organization you select. there are many predefined lists which you can apply to your negotiation to save time and standardize your sourcing practices. a partial name. however. such as the percent sign (%). Such lists include lists of item attributes or price elements. The system performs a begins with search using any search values you entered. you can search using multiple criteria.1. You are returned to the negotiation creation page with your new address appearing in the address field. The Search Results display shows all addresses that matched your search criteria.Oracle Sourcing Help 2. you may need to change the default to a different address. For example. In some cases. a search on b% returns both Beijing and Brussels. 3. 3. On the Search and Select page. This includes addresses such as Bill-To and Ship-To. 2. click the link to apply a predefined list. or the search wildcard. Click Go. 2.5. you can search for all lists that contain a particular list entry.5.6 Searching for addresses: While creating negotiations. Additionally.7 Searching for lists When creating a negotiation.1. The search value can be an address name. %. On the negotiation creation page.

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

type (bid or quote). 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. Identify negotiation opportunities.1.1.1 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).1. savings is zero. Sourcing Buyer Intelligence Reports 4. To run the Awards by Supplier report.1 Introduction to Sourcing Intelligence What is Sourcing Intelligence? Sourcing Intelligence provides all the analytic and transactional reporting for your Sourcing application. See "How do I export report data to a spreadsheet?" 4. Amounts do not include lines where award quantity and award amount are unspecified. You can view the reports online. Sourcing Intelligence promotes the increased efficiency by enabling visibility and analysis of system transactions. 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. Identify potential savings opportunities.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.1 4. You can sort the report by clicking on the any of the underlined column headings.2. View summary reports that allow additional details. as well as the total amount awarded to this supplier. the report shows the total amount generated by each sourcing transaction. 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. If Current Price is not available. You can use Sourcing Intelligence to: Track trends of purchases over time. For each supplier. Page 143/209 .Oracle Sourcing Help 4.

the report reflects only the system-hosted catalog item categories. Section 4.3 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. select Standard Purchase Order. with the category with the highest productive award appearing first.1. To run the Awarded Bids Detail report. see "How do I run the reports?" Note: For the Auction Outcome report parameter. Savings is calculated by taking the difference between Current Price and Award Price and multiplying the difference by the Award Quantity.1.1 "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. Blanket Purchase Agreement.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. savings is zero. Amounts do not include lines where award quantity and award amount are unspedified. Note the following when generating and evaluating report information: When entering a category search parameter. If Current Price is not available.Oracle Sourcing Help 4. or All Outcomes.2. To run the Savings by Category report. Any report displaying calculated amounts does not include any RFI amounts.1.1. Once you have generated a Savings by Category report.3. 4.1) report for the items listed.2. Amounts do not include lines where award quantity and award amount are unspecified. Any report displaying calculated amounts do not include any RFI amounts. Page 144/209 . The report is sorted by category.2. You can view the supporting awarded bid by clicking the Auction number or Bid number. you can generate a Savings by Item (Section 7. the report reflects only the system-hosted catalog item categories. see.

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

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

Once the report displays. 2. if desired. the report shows the total amount generated by each sourcing transaction type (bid or quote). The Sourcing Reports page displays information on the reports in the system. o o Category (if available) Select the category of interest using the search icon next to the field. are displayed. the report defaults to your functional currency.1. In the spreadsheet. and click Go. 3. if you want to view all transactions completed in all currencies. o 4. However. see "How do I run the reports?" Page 147/209 . You can sort the report by clicking on the any of the underlined column headings.3. as well as the total amount awarded to this supplier. transactions for all currencies.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). On the Negotiations Home page.Oracle Sourcing Help To view transactions in all currencies: When you view transactions for a selected currency in a report. Currency Select the currency of interest. click Show Chart (if available) for a graphical representation of the report. only transactions for that selected currency are displayed. including the selected currency and the currency code. Click the link for the report you want to run. 4. (Not all reports have all of the following search criteria. Click Export to Spreadsheet to download the report. For each supplier.2 Intelligence Reports 4. To run the Awards by Supplier report. 5. Suppliers (if available) Select the suppliers of interest using the search icon next to the field. Enter any search criteria into the appropriate fields. you can export the report data to a spreadsheet. If left blank. See "How do I export report data to a spreadsheet?" 4. It also gives a breakdown by negotiation type of the total amount of money transacted. click the Reports tab.) An asterisk (*) indicates a required field: o *From and Through Date Enter a date range for extracting and summarizing transactions.1 How do I run reports? 1.2.

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

or All Outcomes.2. You can view individual quote details by clicking the quote number. Note the following when generating and evaluating report information: o o o o When entering a category search parameter. Amounts do not include lines where award quantity and award amount are unspecified. If Current Price is not available. 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. If Current Price is not available. select Standard Purchase Order. see "How do I run the reports?" Note: For the Auction Outcome report parameter. the report reflects only the system-hosted catalog item categories. Page 149/209 . Savings is calculated by taking the difference between Current Price and Award Price and multiplying the difference by the Award Quantity. savings is zero. savings is zero. 4. Blanket Purchase Agreement.Oracle Sourcing Help Amounts do not include lines where award quantity and award amount are unspecified. To run the Awarded Quotes report.4 What is the Awarded Quotes report? The Awarded Quotes report displays information about the selected RFQs that have been awarded in the system.

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

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

5. price elements. Under Open Invitations. 3. Submit your response (bid.Oracle Sourcing Help Creating and managing sourcing events Updating profile information Viewing award decisions Updating profile information 5. the response controls. or price breaks associated with it.4. (See Section 5.6 “How do I submit a response online”). 2. (See section 5. Monitor the action in the negotiation in which you are participating.2. use the Search Negotiations fields to access the Active Negotiations page.1. detailed item information. Alternatively. or quote). shipping and billing information. you can view information on the item attributes by clicking the "View" link under the Details column.1. This includes such information as the time the negotiation. The Notes and Attachments section displays any text messages from the buyer and any attached files. 2. Page 152/209 .3 How do I respond to a negotiation? Suppliers can respond to public negotiations and private negotiations to which they have been invited. pricing.4 How do I view the details of a negotiation before placing a response? 1. click the negotiation number to access the Negotiation Summary page for the negotiation in which you are interested. If the item has attributes. To respond to a negotiation you must: 1. Find a negotiation in which to participate (See Section 2.1. The Negotiation Summary page displays all the current information for this negotiation. Attachments can be viewed by clicking the paperclip icon. 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. Click the negotiation number to access the Negotiation Summary page.1 “How do I access negotiations”).1 “How do I monitor negotiations to which I've responded”).

2. If the negotiation is closed. most negotiation lines in an RFI have attributes defined. You can find open RFIs by entering search values in the Search Open Negotiations fields and clicking Go. On the Create Response page. 3. 4. RFIs may or may not be concerned with line price or costs. the RFI can be converted to an RFQ or buyer's auction. The purpose of RFQs and buyer's auctions is to negotiate line price and costs prior to generating a purchasing document. From the Negotiations Home page. On the Terms and Conditions page. The purpose of an RFI is to gather information on goods and services a supplier company provides. the Price and Quantity fields are display only and you cannot enter anything in them.Oracle Sourcing Help If the negotiation is open. no one can see the responses until the negotiation is over and unsealed. To respond to an RFI: 1. you can review any current responses by clicking the number link under the Responses/Quotes/Bids column. either accept or reject the negotiations conditions.1.5 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. and the buyer can initiate a regular price/cost negotiation with the targeted suppliers. RFIs to which you've been invited will appear under Open Invitations. you are required to provide values for these fields. enter response values as you normally would when bidding or quoting online. These line attributes identify the questions the buyer has about a particular line. Buyers use responses to an RFI to qualify suppliers early in the procurement process. Line attributes appear under the Lines section of the Page 153/209 . you can only see the response history if you are the buyer. From the Results: Active Negotiations. If the buyer chose to include the Price and Quantity fields. 5. Otherwise. If the negotiation is sealed. search for any open RFIs or RFIs to which you've been specifically invited. Since the purpose of an RFI is to obtain product and service related information for a negotiation line. Once the appropriate group of suppliers has been identified. select the RFI to which you wish to respond and click Respond. 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. 5.

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

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

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

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

click Return to Negotiations to return to the negotiation summary page. the page displays the negotiation header information. 3. on occasion the buyer may need to communicate or request additional information such as specialized requirements. To see the detail information for each line. The buyer can use the note text box for short communications or use attachments for larger amounts of information. From the Negotiations Home page. From this page you can continue placing a response. Alternately. click the negotiation number link under Your Company's Open Invitiations to view negotiations to which you have been invited. click that line's number link. On the Line: page. you can view these specific item details (if allowed by the buyer) and enter additional values to target your response. The second attachment is the line attachment.7 How do I view the attachments associated with the negotiation to which I am responding? In addition to the typical negotiation information. The first attachment is the requisition header attachment. By default. 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. Page 158/209 . Once you have viewed all your attachments. 4. Click the Lines subtab to see details of the negotiation lines. 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. Price elements identify additional costs associated with an item which need to be negotiated in addition to the item price. there will be two attachments for each line. providing a search value and clicking Go.1. Notes and attachments can be assigned to the negotiation header or the negotiation lines. you see any notes and attachments assigned by the buyer to the line.Oracle Sourcing Help 5. When you respond to a negotiation that includes item attributes and/or price elements. 2. 5. Click the negotiation number link to display the negotiation summary page. To view the notes and attachments: 1.8 How do I use item attributes and price elements when responding to a negotiation? When creating a new negotiation. search for an open negotiation by selecting a search criteria.1. 5. a buyer can add item attributes and/or price elements to any item(s) in the negotiation.

Win for any item on which you have the current best bid price. Using price elements allows you to target additional costs related to a particular negotiation item.1. The AutoRefresh page updates the current best bid price and your bid status for each item in the auction. Such costs can include discrete charges such as import duties or activities such consulting or training costs. Page 159/209 . 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. In Multi-Attribute Weighted Scoring negotiations. On the Create Bid page. Select the auction and click Respond. you allow the system to automatically rebid on your behalf whenever a competing bid price beats your bid price. Item attributes also allow you to provide more information and details when entering responses.Oracle Sourcing Help Item attributes provide extra information about a negotiation item. They define 1) unique specifications that are set for a negotiation item. In an auction that includes more than one item. 4. select the category from the View menu. Your bid status is No Bid for any item on which you have not placed a bid. 3.10 What is proxy bidding and how does it work? By activating proxy bidding. you can set your responses apart from your competitors' responses and enable buyers to make better-informed award decisions. you can proxy bid on some items and bid manually on others.1. On the AutoRefresh page. Click Create Bid to deactivate AutoRefresh and place a bid on the auction. then click Go. 5. your responses to an item's attributes are scored and weighted to allow the buyer to make more informed decisions. You cannot proxy bid on any items that have price elements. By providing item details and specifications in item attribute fields. click AutoRefresh On. and Lose for any item on which you have been outbid. Locate an open auction in which you'd like to bid.9 What is AutoRefresh? AutoRefresh enables you to continuously monitor the bidding in an auction before or after you submit a bid. 5. If you want to display only those auction items that are included in a specific category. 2. you can adjust the AutoRefresh interval setting to change the length of time between page refreshes. 5. and 2) the details that a negotiation participant should provide when entering a response for that item. To activate AutoRefresh: 1.

you can proxy bid on all or selected items. Enter your proxy bid decrement amount. if you have submitted a $3. automatic proxy bidding is discontinued. For example. You can then do any of the following: Enable another round of proxy bidding for the item Enter new proxy bid information. Whenever your bid price is exceeded by a competing bid price. Note: After you have submitted your proxy minimum bid amount. and a $3. you cannot change this amount unless the minimum amount is met in the auction bidding or you cancel the proxy bidding on the item. 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). Bid manually on the itemContinue bidding on the item by submitting bids manually. When bidding on an auction that contains more than one item. You cannot enter different proxy bid decrement amounts for each item. you can cancel your proxy bid and submit a new bid with the updated proxy information. you must provide the following information: Note: If at any time you wish to change your proxy bid information. for example. Discontinue bidding on the item Page 160/209 . the system will automatically submit a proxy bid of $3. not your own current bid. Proxy Minimum Bid You must enter the lowest price you are willing to proxy bid for any auction item.300 on your behalf. then enter a proxy minimum bid only for those items on which you want to proxy bid. You can change your proxy bid decrement if all items on the bid do not have proxy enabled. Use numbers.75. To submit a proxy bid for any auction item. 10. Your proxy bid decrement amount will be applied to the current winning bid in the auction. Proxy Bid Decrement You must enter the exact amount by which you want each of your proxy bids to decrease. the system will continue to automatically rebid (by the proxy bid decrement amount you specify) until your proxy minimum bid price is met. you can enter your proxy bid information in the appropriate fields on the Create Bid page.500 bid in an auction with a proxy bid decrement amount of $100. Then submit the bid as normal.400 bid is subsequently submitted. You can also change the proxy bid minimum amounts. If the bidding on an auction item in which your proxy bidding drops below your proxy bid minimum amount.Oracle Sourcing Help To activate proxy bidding: When you place a bid on an auction.

When you use power bid. the bidder may wish to update the non-price related information to improve the price to total score ratio. On the Rebid page.12 What is power bid? Power bid allows you to expedite your rebidding when you have bid on several items in the same auction. proxy bidding in suspended. the bidder may wish to halt the proxy bidding to update bid information. once proxy bidding has been initiated. there may be certain instances in which the bidder needs to end proxy bidding early. Click Create Bid to create a new bid. the promise date offered by the bidder may need to be updated due to unforeseen situations at the time the proxy was begun. Once you have placed a bid using proxy bidding. 1. Or in a multiattribute weighted negotiation. At this point. Power bidding cannot be used if any of the auction items contain price elements. 5. When the Rebid page appears. Once enabled. To view the details of your current bid. The bidder specifies the amount of the price decrement (expressed as a percentage or a flat price reduction) and the minimum price to offer. To cancel proxy bidding.1.1. Page 161/209 . continue entering your new bid information (including new proxy specifications if desired). To continue placing a new bid.Oracle Sourcing Help 5. The Cancel Proxy Bidding page shows all line items for which you have proxy bidding enabled. it can be allowed to run to conclusion. click the Response number link. and click Cancel All Proxies. this happens when the bidder needs to update bid information. the system will continue to rebid at lower prices until the bidder's minimum bid price is reached. 2. 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. For example. 3. In both these cases. Cancelling proxy bidding In most cases. click Cancel Proxy at the bottom of the page. Usually. Select the items for which you wish to disable proxy bidding. you can monitor its progress by locating the negotiation number under Your Active and Draft Responses section of the Negotiations Home page. However.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. all of your bids (losing and winning) in an auction are improved by the percentage you enter in the Power Bid field. click Create Bid.

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

Oracle Sourcing Help 7. Click Submit. 5. enter your new bid information and click Continue. Once you have displayed the new negotiation. Click the response link to access the Details page. 4. or the invitation lists. 5. Access the negotiation on which you wish to rebid. After you have analyzed the updated negotiation information. If correct. Quote/Bid controls. If the buyer has updated an item for the new round. 8. The system will validate the response information you entered in your spreadsheet. The Multi-Round Modifications Summary page shows you negotiation information that has been updated since the previous round. After you have located the negotiation in which you wish to participate. You respond to a second-round negotiation the same way as to the initial negotiation. 2. you can continue placing your re Page 163/209 . 3. or the buyer may decide to change negotiation criteria such as terms and conditions. On the negotiation Details page. notifications are sent to the original and any newly added participants. 9.1. your prior response is carried over to the new round. the initial round might have been simply for information gathering purposes. check your response information. There are several reasons why this might happen. The Bid Confirmation/Quote Confirmation page displays your bid number. Verify the details of your quote or bid. If you need to make changes. If the item is unchanged from the previous round. you can respond with your new Quote/Bid. you will need to respond to that item again. use your Back button.1. On the Rebid/Requote page. On the Review Quote/Bid page.14 How do I rebid on an RFQ or auction? 1. Click Import. click Submit. Once the buyer has published the updated RFQ/Auction. If the negotiation is an RFQ. click Create Quote/Bid. you can easily identify the updated information by clicking View New Round Summary. Browse to the location where you saved your spreadsheet file.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.

click the checkbox and then click Acknowledge. click Cancel. Such updates are called amendments. Review the negotiation's terms and conditions. you must review and acknowledge the amendments and place a new response. these terms and conditions are presented before you enter the details of your response.1. Once you have acknowledged all the amendments. If you placed a response before the amendment was made. 1. Search for the negotiation. click Accept.1. To respond to a negotiation that was amended before your first response: If the amendment was made prior to your first access.16 Why would a negotiation have special terms and conditions? Your buying company can include customized terms and conditions that govern its negotiations. Page 164/209 .Oracle Sourcing Help 5. 4. you can continue to respond to the negotiation normally. You will not be allowed to enter a response in the negotiation. 3. you will only be able to respond to the amended version. 6. you must review and acknowledge each one. the buyer may need to update some of the information defined in the sourcing document. 5. Click Yes. 2. review the document information. To respond to a negotiation that was amended after your first response: 1. To be eligible for an award decision. If you do not accept the negotiation's terms and conditions. Select the negotiation and click Respond. On the Acknowledge Amendment page. Once a document has been amended. When you respond to such a negotiation. then continue entering your response. you must have reviewed all the amendments and placed a response to the latest one. 5.17 How do I respond to an amendment to a sourcing document? After publishing a negotiation. If there are multiple amendments. 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. You are informed that the negotiation has amendments and are prompted to acknowledge them.

Click "View Amendment History" to see the changes made to the original negotiation. 5. 1. The Amendment History page has entries for the original negotiation and any subsequently amended versions. Each deliverable has a due date. 8. Review the information. The negotiation summary page shows the original version of the negotiation. Click the negotiation number link to view the original negotiation and its updates. On the Acknowledge Amendment page. Once you have completed the tasks outlined in the deliverable. or click the Review Changes icon to see what information changed between a version and its prior version. you must acknowledge that you have viewed the amendment and placed a new response. 9. If Oracle Procurement Contracts is implemented by the buying organization. This includes responses to any contract terms the buyer has defined. The amended versions are suffixed with an incrementing counter. there may be deliverables to which you must respond. 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. If there are deliverables. 5. 4. the responsible party failed to perform the deliverable. and you must respond to these deliverables before their dates expire.Oracle Sourcing Help 2. Contract terms are displayed in the Contract Terms section of the page. 7. Once you have acknowledged all the amendments. The Review Changes page identifies the information that has changed. you can place a new response on the negotiation. To be considered for an award decision. they will be listed in the Deliverables section. You are presented any additional amendments. 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 respond to the deliverable and update its status. You use the Create Response page to enter your response to the buyer's negotiation.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. 2. 3. Click the suffixed number links to see the different versions of the sourcing document.1. you are presented the first amendment. If there is an X icon in the Alert column. the due date for completion of that deliverable has passed and that deliverable is late. Page 165/209 . Click Acknowledge. Click Acknowledge Amendment. The currently active version has the highest number and is the first entry in the table. 6. Click the Update icon. If there is an exclamation point icon in the Alert column. 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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2.2. or Buyer's Auction Item Description Description of the negotiation item. Page 170/209 .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. 5.7 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. The Rejected Items page shows: Response Number The number assigned to your response by the system. Once a negotiation has been published. Negotiation Number The number assigned the negotiation by the system. Promise Date The date by which you promised to deliver the item. Response Price The price at which you offered to sell the item. Response Quantity The number of item units you offered to sell the buyer. Reason Any message provided by the buyer explaining why the item was not awarded. Your Response Number The number you assigned your response.Oracle Sourcing Help 5. if any. participants can communicate with each other by entering into an ongoing conversation called an online discussion.| Type The type of negotiation: RFQ. The Rejected Items page allows you to drill down into detailed information about the negotiation and your response to it.

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

it can be allowed to run to conclusion. However. Usually. the bidder may wish to halt the proxy bidding to update bid information. The bidder specifies the amount of the price decrement (expressed as a percentage or a flat price reduction) and the minimum price to offer. Note that the rules vary depending on the style of negotiation. Once enabled. there may be certain instances in which the bidder needs to end proxy bidding early. Page 172/209 . Or in a multiattribute weighted negotiation.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. proxy bidding in suspended. At this point.2. once proxy bidding has been initiated. this happens when the bidder needs to update bid information.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. the promise date offered by the bidder may need to be updated due to unforeseen situations at the time the proxy was begun. the system will continue to rebid at lower prices until the bidder's minimum bid price is reached. 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. For example. In both these cases. Canceling proxy bidding In most cases.

The Cancel Proxy Bidding page shows all line items for which you have proxy bidding enabled. 3. 4. On the Rebid page. select Print Document from the Actions menu 3. Responders should be able to complete negotiation documents and return the results by FAX. If you cannot see all your negotiations. or names of invited suppliers. 2. To print a negotiation (for buyers): 1. When the Rebid page appears. click Full List. open and inspect the print directly. Select the items for which you wish to disable proxy bidding. When the prompt box appears. click Create Bid.9 How do I print information on my negotiation? Much business communication today is carried and managed offline. 5. Government organizations in particular present solicitation packages according to a unified format. click Cancel Proxy at the bottom of the page. Page 173/209 . search for the negotiation you wish to print. If Oracle Procurement Contracts is implemented and the sourcing document has contract terms attached to it. current prices.2. To continue placing a new bid. click the Response number link. Once you have placed a bid using proxy bidding. mail or email. or save it to a location on your machine and review the document there. On the negotiation summary page. you can monitor its progress by locating the negotiation number under Your Active and Draft Responses section of the Negotiations Home page. 1. the clauses and deliverables are printed as well. On the Negotiations Homepage. Click Create Bid to create a new bid.Oracle Sourcing Help To cancel proxy bidding. The printed version of the negotiation is appropriate for public display since it excludes all internal data such as internal attributes. 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). 2. Buyers need the capability to download and print a negotiation for offline review. continue entering your new bid information (including new proxy specifications if desired). To view the details of your current bid. and click Cancel All Proxies. The printed version also does not include any price elements defined to the negotiation. Access the negotiation by clicking its negotiation link. These negotiations are listed under the Your Negotiations at a Glance section.

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

3. The Amendment History page has entries for the original negotiation and any subsequently amended versions. 9. Click "View Amendment History" to see the changes made to the original negotiation. you must acknowledge that you have viewed the amendment and placed a new response 7.Oracle Sourcing Help To respond to a negotiation that was amended after your first response: 1. To be considered for an award decision. If Oracle Procurement Contracts is implemented by the buying organization. Click Acknowledge. 8. This includes responses to any contract terms the buyer has defined. or click the Review Changes icon to see what information changed between a version and its prior version. The negotiation summary page shows the original version of the negotiation. there may be deliverables to which you must respond. The Review Changes page identifies the information that has changed. you can place a new response on the negotiation. 5. Click the negotiation number link to view the original negotiation and its updates. you are presented the first amendment. 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. 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. 2. which you must review and acknowledge. 5. Click the suffixed number links to see the different versions of the sourcing document. 4. The amended versions are suffixed with an incrementing counter. The currently active version has the highest number and is the first entry in the table. On the Acknowledge Amendment page. Review the information.2. You use the Create Response page to enter your response to the buyer's negotiation. If you placed a response before the amendment was made. Click Acknowledge Amendment. 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. Once you have acknowledged all the amendments. 6. Page 175/209 .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. Contract terms are displayed in the Contract Terms section of the page. You are presented any additional amendments.

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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Agreement Start Date/Agreement End Date The period during which the blanket purchase agreement is effective. and apply only when you have selected "blanket purchase agreement" as the auction outcome. or task bar options? All system features are controlled by function security and your userid.1. Total Agreement Amount Page 180/209 .1. 6. or if you cannot view or access a specific page.Oracle Sourcing Help 6. particularly for large files.4 Why can't I access some pages. Users who are associated with this responsibility can access and perform specific features. or multibyte languages (such as Chinese). If you are using a slow dial-up connection. If you still cannot determine the cause of an error or failure. 6.6 What if I have problems uploading files? Check the online Help about errors or failures. Your system administrator controls function security by creating a Responsibility consisting of different functions. try placing the file in a WinZip file to reduce the file size or using a faster connection to the system. Then contact your system administrator. Your Sourcing responsibility assignments determine which features you can use. link. some browsers will not upload files or browse directories whose names contain language-specific marks such as accents or umlauts.1. buttons. Function security means that features can be used only by users who are allowed access to the features. Note: Depending on how the system is set up. If you receive a Task Access Restriction message. task bar option. note the error text if any. button. 6. or other feature.2 Glossary A Agreement Terms (Blanket Purchase Agreement only) Agreement terms are optional. may time out before the system receives the file. If the feature in which you are uploading allows. links. you should contact your system administrator to request additional function assignments. the steps you performed that led to the problem. the connection. and (for bulk load jobs only) the job number. or if your upload does not complete.5 Whom should I contact about technical difficulties? If you experience technical difficulties with this system you should contact your system administrator.

This repository includes information about all suppliers with business statuses including Approved. Data stored in a controlled. 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. they identify the class of accessor by assigning the attachment a category value. For each attachment negotiation creators select. Attachments (Attachment URL) Attachments contain additional descriptive information about items. such as technical specifications or engineering drawings.com/filename. Attachments can be an attached file. and enter the full URL (for example: http://www. Depending on the category value assigned. Approved Supplier List (ASL) All procurement organizations maintain lists that associate the items and services they buy with the companies who supply them. For attachment files larger than 10 MB. 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.Oracle Sourcing Help Specifies the currency amount over the course of a blanket purchase agreement. or an existing document from the system document catalog. is known as an Approved Supplier List (ASL). Post the attachment file to an Internet site. or New. use an attachment URL. Total Agreement Amount applies only to RFQs or auctions with blanket purchase agreement outcomes.mysite.doc) at which the attachment can be accessed. Bid Ranking See Quote/Bid Ranking Bid Start Price See Quote/Bid Start Price Page 181/209 . a short or long text message. Debarred. The file size limit for attachments is 10 MB. Amount (with AutoIncrease) See Minimum Bid Decrement. global repository containing relevant details about each ship-from/ship-to/item relationship. either formally or informally. only the appropriate users can view the attachment. . a URL address of a file.

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

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

to the buyer's designated carrier at the named place or point.Carriage and Insurance Paid To Supplier pays the freight and cargo insurance for the carriage of the goods to the named destination. EXW . DES .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. FCA . FAS . 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. CIP . CFR .Carriage Paid To Supplier pays the freight for the carriage of the goods to the named destination. at the named point and place at the frontier. insurance and freight necessary to bring the goods to the specified port of destination. CPT .Delivered at Frontier Supplier's obligation ceases when the goods have been made available.Ex Works Supplier's responsibility ceases when the goods become available to the buyer at the supplier's premises.Oracle Sourcing Help Supplier must pay the costs.Cost and Freight Supplier pay the cost and freight to bring the goods to the named port of destination. Page 184/209 .Free Carrier Supplier's responsibility ceases when he has handed over the goods. DAF .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. or cleared for export.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. cleared for export. but before the customs border of the adjoining country. FOB .

but the agreement can be accessed by any of the authorized organizations. Page 185/209 . The agreement is owned and maintained by the creator's organization. Prepaid Supplier pays freight and invoices buyer.Oracle Sourcing Help DEQ . Global agreements can be used by multiple organizations within a company. Paid Supplier pays freight. DDP . For example. Freight Terms Freight terms specify the provisions for payment of freight. Due Buyer pays freight. 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. Functional Currency (Negotiation Currency) The currency in which an operating unit conducts business on the system. the terms and conditions (for example. G Global Agreements Global agreements are a type of blanket purchase agreement. if an operating unit's currency is USD. DDU .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.Delivered Duty Unpaid Supplier's obligation ceases when the goods have been made available at the named place in the country of importation. The following freight terms may be available: Allowed Supplier reimburses buyer for freight.Delivered Duty Paid Supplier's obligation 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. cleared of importation. Releases against a global agreement are processed as standard purchase orders.

the decrement percentage will be calculated based on a bidder's original bid price. Note: A bid decrement amount will always be applied to a bidder's current bid price. but will be applied to the bidder's current 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). M Minimum Bid Decrement The minimum amount by which bids must decrease This is set in the auction's bid controls. For example: Auction #1234. If you specify your bid decrement amount as a percentage.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 .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). bid decrement = $100 Bidder A's original bid = $1. bid decrement = 20% Bidder B's original bid = $1. You can enter either a straight amount or a percentage by which bids must improve.

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

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

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. % of Item Price The value is divided by 100. Page 189/209 . then multiplied by the item price. Price to Total Score Ratio In an RFQ or auction using Multi-Attribute Weighted Scoring. The price to total score ratio is then used to rank competing quotes/bids. the price to total score ratio is determined by dividing the Quote/Bid price for an item by the total score for that item. While you can set the precision for unit-prices entered in a nonRFx/Auction currency when you define your currency list. and the result added to the item price. the precision for amounts is automatically governed by the standards defined by the ISO (International Organization for Standardization). See "What is proxy bidding?" Proxy Bid Decrement The exact amount by which you want each of your proxy rebids to decrease . you allow the system to automatically rebid on your behalf whenever a competing bid price beats your bid price. For more information see. The ISO standards are used automatically by Sourcing. Proxy Bid By activating proxy bid in an auction. 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. You cannot change your decrement amount after you submit it. the system will continue to automatically rebid (by the proxy bid increment/decrement amount you specify) until your proxy minimum bid price is met. Whenever your bid price is higher than a competing bid price. Proxy Bid Minimum Bid The lowest price you are willing to proxy bid for any auction item. Fixed Amount The value is divided by the quantity of units Quote/Bidd and added to the item price. The proxy bid decrement amount applies to all items on which you submit proxy bids in a single auction.

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

The process may go through multiple rounds of negotiations and quote before completion. The sum of all weighted scores is the bid or quote's total score which is used to determine the rank of the response. Blanket Purchase Agreement The buyer commits to a contract for future purchases and can enter agreement terms. 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. you can apply that price element list to any negotiations (RFQs or auctions) containing items to which those price elements are applicable. the information contained in the RFI can be copied into an RFQ or buyer's auction. The score is multiplied by the weight assigned to the attribute to calculate the weighted score for the attribute. RFx Currency See Negotiation Currency. RFI (Request for Information) RFI's are used to qualify suppliers and their goods and services for subsequent procurement activities. A number between 0 and 100 assigned to each acceptable Quote/Bid response. RFIs can be taken to multiple rounds until the buyer has enough information to identify supplier(s) with which to deal. after which the buyer is not committed to any future purchases. the buyer has the power to fine-tune the RFQ and initiate detailed negotiations as necessary.Oracle Sourcing Help price element list. 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. At the conclusion of the RFI cycle. RFIs are used more for gathering information on goods and service provided by a supplier than to lock in particular price information. S Score (In Multi-Attribute Weighted Scoring only). Page 191/209 . Therefore. Once suppliers have submitted an initial round of quotes. RFQ/Auction Outcome The outcome of an auction or an RFQ can be: Standard Purchase Order A one-time purchase.

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

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. For more information. fields are separated by the tab character. Pricing may not be available or published at the time the offer is created or during the open period. Supplier Master A repository of information about suppliers from whom you purchase goods and services. 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. Click "Edit Personal Information" from the Sourcing Welcome page to set your time zone preference. The system recognizes the UN standardized UOM codes. Spreadsheet applications are recommended to open tab-delimited text files. 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. but without any special formatting characters. Total Ageements Amonut To Be Determined (TBD) Pricing A buyer can specify that the pricing will be determined at a later date. For each supplier there may be multiple supplier sites. T Tab-Delimited Text File In tab-delimited text (. Page 193/209 .txt) files. Set up in Oracle Purchasing using the Suppliers window.Oracle Sourcing Help See Auction Outcome. This is helpful if pricing is based on a published standard and/or tariff. U Unit The unit of measure (UOM) in which items are listed.

buyers can enter letters as well as digits. however. X Y Your Response/Quote/Bid/ Number You can associate a number with any bid or quote you submit. Weights for scored attributes must total 100 and each scored attribute must have a weight of at least 1. the weight of a scored attribute as compared to other attributes. Z Page 194/209 . may also be important. The winning response is selected by the buyer.com) Text is the most flexible value type. if you select Dates. A response's acceptability is generally based on price. availability date. the quantity available. W Weight (Multi-Attribute Weighted Scoring only) On a scale on 1 to 100. buyers can only enter digits. buyers can only enter digits in date format. Winning Quote/Bid The winning quote/bid is the response which most correctly meets the requirements of the negotiation.oracle. You can use this number for your own internal tracking. If you select Numbers. If you select Text.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 not always correctly read the code examples in this document. services. 6. To that end. Page 195/209 . Oracle neither evaluates nor makes any representations regarding the accessibility of these Web sites. our documentation includes features that make information available to users of assistive technology.3. and must be fully installed to take advantage of their features. a Windows screen reader. and supporting documentation accessible. 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. This documentation is available in HTML format.com/accessibility/.1 Accessibility of Code Examples in Documentation JAWS.3 Documentation Accessibility Our goal is to make Oracle products. visit the Oracle Accessibility Program Web site at: http://www. Standards will continue to evolve over time. and contains markup to facilitate access by the disabled community.3.oracle. 6. with good usability.4 Product Integration and Licensing This documentation includes information about many features of Oracle Applications other than this product. The conventions for writing code require that closing braces should appear on an otherwise empty line.Oracle Sourcing Help 6. These other Oracle Applications may require separate licenses. For additional information. to the disabled community.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. 6. JAWS may not always read a line of text that consists solely of a bracket or brace. however.

savings is zero. For each supplier.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. Inc.Oracle Sourcing Help 7.1. Savings is calculated by taking the difference between Current Price and Award Price and multiplying it by the Award Quantity. Amounts do not include lines where award quantity and award amount are unspedified. see Section 4. Page 196/209 .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).type (bid or quote). 7. If Current Price is not available. as well as the total amount awarded to this supplier.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. Inc. the report shows the total amount generated by each sourcing transaction.3. Appendix 7. Copyright 2000 Three D Graphics. You can sort the report by clicking on the any of the underlined column headings To run the Awards by Supplier report.1.

savings is zero. the report shows the total amount paid to this supplier. savings is zero. Savings is calculated by taking the difference between Current Price and Award Price and multiplying the difference by the Award Quantity.2 What is the Savings by Item report? Once you have the Savings by Category report generated.1. select Standard Purchase Order. the report reflects only the system-hosted catalog item categories.Oracle Sourcing Help 7. You click the category to obtain a list of items within that category and how much revenue you have received off that item. Amounts do not include lines where award quantity and award amount are unspecified. 7. Page 197/209 . Blanket Purchase Agreement.1.3 What is the Awarded Bids Detail report? The Awarded Bids Detail report displays detailed information about auctions for which business has been awarded. To run the Awarded Bids Detail report. or All Outcomes. Note the following when generating and evaluating report information: When entering a category search parameter. Amounts do not include lines where award quantity and award amount are unspedified. For each supplier. Savings is calculated by taking the difference between Current Price and Award Price and multiplying the difference by the Award Quantity. 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. To run the Savings by Item report. Any report displaying calculated amounts do not include any RFI amounts. Any report displaying calculated amounts do not include any RFI amounts. 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. If Current Price is not available. see "How do I run the reports?" Note: For the Auction Outcome report parameter. the report reflects only the system-hosted catalog item categories.

Buyer cannot create inactive lists .2 Reusable Attribute Lists 7. Amounts do not include lines where award quantity and award amount are unspedified. On the Reusable Attribute Lists page. 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). Page 198/209 . On the Create Header Atttribute List/Create Line Attribute List page. enter a name and description of your list and select a status. select Standard Purchase Order. To create an attribute list: 1. the report reflects only the system-hosted catalog item categories. 2.1 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. To run the Awarded Quotes report. 3. You can view individual quote details by clicking the quote number.Oracle Sourcing Help 7. Active lists are available for use by buyers during negotiation creation. Any report displaying calculated amounts do not include any RFI amounts. Attribute lists are named groups of line attributes (line characteristics) that applies to a line in a negotiation. If Current Price is not available. Note the following when generating and evaluating report information: o o o o When entering a category search parameter.2. or All Outcomes. savings is zero. Savings is calculated by taking the difference between Current Price and Award Price and multiplying the difference by the Award Quantity.4 What is the Awarded Quotes report? The Awarded Quotes report displays information about the selected RFQs that have been awarded in the system. If you include an attribute list in a negotiation template. 7. click either Create Header Attribute List or Create Line Attribute List .1. Blanket Purchase Agreement. Click "Attribute" under the Reusable Lists area of Quick Links on the Negotiations Home page . see "How do I run the reports?" Note: For the Auction Outcome report parameter.

See How do I score header attributes? for details on how weighted scores are used.3 What are score settings and how do I use them with header attributes? While defining your negotiation header. You can enter a number that represents the highest number that can be entered for any header attribute. Click Submit 7. You define the following defaults: Enable weights If you click this checkbox. You use this column to weight this attribute in relation to all the other header attributes. it only applies to new attributes. a Weight column appears in the Attributes section in addition to the other attribute columns. Weights are used along with the scores you enter during the analysis phase of the negotiation. Click Add Another Row and continuing defining attributes until you have finished entering attributes.1 What are header attributes and how do I use them? You can define header attributes that apply at the negotiation level. and financial visibility. Weighted scores for all header attributes are added together to give the total score for a response. 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. Complete the required attribute fields. to calculate the value for a supplier's response to this attribute.3. Note: The settings you specify here apply to all header attributes. Knowing such information provides you with a better understanding of the Page 199/209 . 7. Select Scoring Settings above the Attributes table to define the defaults that will be used for your header attributes. Default maximum score. This is the default value that appears throughout the negotiation for a particular attribute unless you change that attribute's default.Oracle Sourcing Help 4. you can choose to also define header attributes. If you change the max score. Display scoring criteria to suppliers Select this checkbox to allow suppliers to see the criteria you will use when scoring their responses. personnel qualification. These attributes often solicit information about the supplier.

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

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

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. all quotes/bids are displayed as dots. Freight Terms The freight terms for your supplier. or you can save the negotiation as a draft by clicking Save Draft. The possible values and the default are defined in Oracle Purchasing. Any time you are on a page on which the graphical monitor icon appears and is enabled. you see only the price. you see both for all bids. Note to Bidders Add Attachment When you have finished entering your business terms and conditions. To use the Graphical Monitor: 1. you will see your name and price. 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.Oracle Sourcing Help The FOB terms for your supplier. if you are a respondent. you can use the monitor to graph the progress of the negotiation items and the responses they've received over time. your bid is enclosed in a rectangle. 3. click the "Add Items" link to proceed to the next step. Page 202/209 . if the bid does not belong to you. A new window opens showing the current responses on the item you selected. Click on the monitor icon. The draft document is available from the Negotiations Home page. Click View Monitor. as well as blind RFQs. Additionally. 2. Select the item whose performance you wish to see. The current winning Quote/Bid is enclosed in a circle. 7. The possible values and the default are defined in Oracle Purchasing. 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 the bid belongs to you. If you are the buyer. Holding the cursor over a bid displays its current price.

events enable suppliers to quickly locate and participate in multiple similar RFQ/Auctions. In addition. 7. Click the Negotiations tab. You must be assigned the Create Price Elements job function to create price elements. Sourcing events help both buyers and suppliers monitor multiple RFQs/auctions as a group rather than individually.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. The Sourcing Super User has this job function by default.6 Why are some RFQs and auctions associated with a sourcing event? In some instances. the buyer may create a sourcing event to group together several related RFQs/auctions. you can combine them into a price element list. or discrete costs such as shipping fees. The display can be shown in minutes. You can condense or expand the display by controlling its time display increments. the display begins at the time the negotiation was opened. Though the RFQs or auctions grouped in a sourcing event are related. 2. Buyers can specify when they create the auction or RFQ how much they are willing to pay for these additional costs. you must respond to each individually. and the display is automatically refreshed using the new increments. Click View Event Negotiations to see details of the sourcing event. These costs can then be negotiated between a buyer and supplier just like the item price. 7. Select the event you want to view. You can also move directly to either the beginning or the end of the negotiation by clicking the appropriate small arrow icon. or days. hours. then click Auctions or RFQ in the task bar directly below the tabs. rather than searching for them individually. You apply this element list to your auction or RFQ. Page 203/209 . The time values shown across the bottom of the display can help you determine the relative timing of different responses.Oracle Sourcing Help By default. 3. Select the increment you want from the drop down menu. Click the "View All Events" link. Once you create the appropriate price elements. Such costs could include services such as training or consulting. Sourcing Buyers may also have been assigned this job function by the system administrator. To access an event: 1.

You return to the Price Elements page. Fixed Amount . On the Create Price Element page.this name must be unique within all price element names. Per-Unit . click Done. enter information for the following fields: Code . Please see How do buyers and suppliers communicate while a negotiation is in progress? (See Section 2. 2.9) Page 204/209 . 3. select the language for which you are defining the price element. 6. Click "Create Price Element. % of Item Price . When you have finished entering. Click "Price Elements" under Auction/RFQ Tools. From the Sourcing Welcome page." 5.8 Can suppliers communicate with each other while a negotiation is in process? This file has been obsolete.a fixed amount for each unit of the item. You can change the statue to Inactive to prevent the price element from being added to any negotiations.a text description of the price element Pricing Basis .how the cost for this price element is determined. On the Price Elements page.a fixed amount regardless of the number item units.The default status is active. You can define the same price element to every language installed. Status . 7.this code must be unique within all price element codes Price Element Name .4. click the Auctions or the RFQs tab. 4.Oracle Sourcing Help To create a reusable price element: 1. Description .a percentage of the final negotiated item price.

Prior to approval. or you can leave the clauses in draft form. 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.1 About Clauses A standard clause is the legal or business language used to author a contract. Add the clauses to a contract template. After you apply the contract template to a business document. 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. not in contract templates. all the clauses in the contract template automatically become standard clauses in the business document. you must perform the following steps: 1. 3. or a standard clause that you edit and make non-standard. Approve the contract template.9. 7. Unless protected. at which point the clause becomes a non-standard clause.2 “About the Contract Terms Library”). A non-standard clause is a clause that you create to add in directly into the business document. In order to make standard clauses available to be used in business documents. You can create templates that include both clauses and deliverables.9.Oracle Sourcing Help 7. the contract template can contain both approved and draft clauses. Apply the contract template to a business document. 2. Non-Standard Clauses Non-standard clauses exist only in business documents. You can create and modify standard clauses in the Library. Clauses are drafted based on both business and statutory requirements. You can either approve clauses before adding them to the contract template. Page 205/209 .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. the text of a standard clause in the business document can be changed.

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

the Payment Terms system variable needs to be captured with the following tags: [@Payment Terms@] Page 207/209 . Note: Table variables are only supported only for Sell intent clauses.Oracle Sourcing Help Table Variables Attach Table type variables to clause text. Note: Deliverable variables are only supported for Buy intent clauses. to display product and pricing information as part of contract terms. You must provide values for these variables. 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 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. as part of the contract authoring process. The actual products and prices are sourced from the business document during contract authoring.

Note: The term "overdue" applies to deliverables where the due date has passed. all deliverables associated to that contract template are copied to the business document. The following list shows the operations that you can perform only on deliverables in business documents: Page 208/209 . 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.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. under the Terms and Conditions of the business document. and you can create new deliverables specifically for the business document. List of Values: If you want to provide more than 200 values for that Value Set in FND. and the deliverable status is either Open or Rejected. you can check which deliverables are overdue. When a contract template is applied to a business document. In addition to the contractual commitments that businesses need to fulfill. see Deliverable Variables in Clauses . 7.3 About Deliverables Businesses enter into contractual agreements with their trading partners. For more information. Note: You can only define deliverables for contract templates with the Buy intent. The commitments on the business documents. Note: If you want to see information about deliverables in the preview output of a business document. You can define deliverables as part of the contract template creation process. besides products and services bought or sold are classified as deliverables. they might define other internal tasks that contribute to the overall execution of the business document. In addition. 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.9. and as part of the contractual agreement will have commitments to fulfill. you can update the status of the deliverables in the business documents. you can update the deliverables that have become part of the business document. and if any responsible party failed to perform one or more deliverables. If a business document refers to a contract template. you must create one or more special "deliverables" clauses.

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

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