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

5 How do I use the Graphic Monitor to compare competing quotes or bids for a particular negotiation line?.............3...................................... 103 2.......................................................3......1..........................7 What are contract terms and conditions......................3..........................12 How do I change my auction's AutoExtend settings while the auction is in progress?....................1.........4 What are contract terms and conditions........3..... 84 What are Reusable Price Element Lists........5 2.......2..9 What are amount based line types. 108 2........................3 Are there any shortcuts available when creating a sourcing document? ........4 Additional Creation Topics .................6 ...................1................ 107 2..............3 Monitoring Negotiations..... 116 2.............. and how do I use them?...................4..................................1...............................3.............. 95 2........................ 115 2...................13 What is shortlisting and how do I use it? ......1.......1 How do I access negotiations? ..........................3.........4....1.................1 What are some negotiations strategies I can use? ..... 105 2.................1.1....................4............................ 100 2... 103 2.....2. 88 2.......4 Can I create and save sourcing documents without submitting them? ...................5 How do I create a deliverable and use it in a negotiation document?........ 88 2...................... 102 2.............................................................7 How do I analyze the responses I have received?.... 96 2.........6 How do I copy a sourcing document?......4.......4........................................... 106 2........................... 114 2......... 84 2..2.........11 Who can participate as team members? ...... 106 2.... 105 2...................3... 93 2.............. 107 2.................... and how do I use them?............. and how do I create and use them? ................................................. 97 2........................... 98 2...3............................10 How do collaboration teams work? ......Oracle Sourcing Help How do I use price elements? ............................................ 92 2......... 98 2..3............................1..................4...3...............4 What are Your Negotiations at a Glance?.......4.............4......................................................... 99 2..................2 What is a sourcing event? ........3.......................... 96 2.4... 102 2...............10 Can I invite additional suppliers to a negotiation I've already created? ......1 How do I create a deliverable and use it in a negotiation document?...14 How do I initiate a new round of responding?..................2 What kind of services can I negotiate for?.............. and how do I use them?.1......................................2 How do I monitor the negotiations I have created? ............... 104 2.............3..1.....1...........3......................................................................... and how do I use them in my negotiation?.........3 How do I define services related lines?.............13 What are global agreements........................3..................................4....................................................... 86 2.........8 How do I view the backing information for lines AutoCreated from Oracle Purchasing?..2 Using Oracle Services Procurement and Oracle Procurement Contracts..............................................1.........4...3............. 112 2..3.......... 117 Page 5/209 2............2...................... 91 2......... 114 2..........3 How do I respond on behalf of suppliers without Internet access?.......12 How do security levels work? .. 110 2............11 How do I extend a negotiation that is in progress? ......................................7 What are price breaks.......................6 How do I download the responses I have received? .....3.1......................................... and how are they used? ...................1... 100 2..................4...... and how do I use them in my negotiation?.1........4...........................................................9 How do buyers and suppliers communicate while a negotiation is in progress? ..................... 109 2....................8 What are price breaks................1......

...4............... 139 2..................................................... 140 2..................... 130 2............. 124 2.............................................1..............4............................... 137 2...............2 What are the Sourcing Intelligence reports I can generate?............................................................. 147 4.............................. 121 2...........2.4 Searching for suppliers:............1...........4 Awarding Negotiations ..5..................... 142 3.................................20 How do I manage deliverables I have assigned to a negotiation?.................. 137 2........ 138 2........13 What is contract binding?....1 How do I view the responses I have received? ....................................2............ 143 4..... 129 2.....1...... 144 4...4.................. 145 4................5..................... 143 4................................................4...................19 How do I view the approval history for my negotiation? ...................................... 120 2.......... 143 4..................................................5 How do I download the responses I have received? ................. 141 3............ RFQ.......2.............3.. 144 4.... 124 2................. 147 4......3................ 124 2............3 Awarded Bids Detail report ....................5...1......... 124 2..7 How do I use a spreadsheet to award negotiation items?.........................................................4....3 What are the different methods I can use when performing awards? .........4.................... 122 2............4..........9 How do I disqualify responses I receive for an RFI......... My Profile ................1 How do I run reports? .... 120 2.......................4......... 128 2....1....8 How do I allocate backing requisitions among awarded items? ................................................................4 Awarded Quotes report ............3...........................2 Intelligence Reports ............17 How do I create an amendment to a negotiation? ..5 Searching for lines and categories.............3.............5.........1 Searching for your negotiations in which you are participating: .... 147 4............ 145 4.............11 Can I see information on my negotiations once I have completed awarding them? ...4 How do I award business in an RFQ or auction?..................4................................1................................3 How do I export data to a spreadsheet? .............. or auction? ......................... 133 2....... 143 4......Oracle Sourcing Help How do I close a negotiation before its scheduled close date and time?. 135 2...3.........................................3............................... 139 2.................................................3 Searching for draft negotiations ..................................16 How do I cancel a negotiation?........7 Searching for lists...................1.............................5...... 133 2................................... 144 What is the Awarded Bids Detail report? ... Sourcing Buyer Intelligence Reports....1.5.......... 120 2.....6 Searching for addresses:...........1 Introduction to Sourcing Intelligence...........4..........................................1....... 148 Page 6/209 2..................... 143 4..........2 How do I unlock and unseal a sealed RFQ or auction? ....................5 Searching. 127 2............................................2 Searching for all negotiations to which you have access:........... 123 2...2 What is the Savings by Category report?........10 What information is contained on the Award Summary page? ....3...4.........................................................4.................1.................... 145 What is the Awarded Quotes report? .........5...... 138 2.........................1 Awards by Supplier report ........15 ......1 What is Sourcing Intelligence? .......................... 136 2................................................1..4.....................1.......2.........2....................................................................5......... 137 2....1 What is the Awards by Supplier report? ...........1................... 142 4........ 131 2..................12 How do I generate a purchase order document? ..1..1 How do I update my Sourcing personal options? .................... 141 2..........................2..........6 How do I manually score header attributes? .......................................................1 How do I search for information on Oracle Sourcing? ..............................18 How do I print information on my negotiation? .....1.................................2 Savings by Category report.....................

.............8 How do I use item attributes and price elements when responding to a negotiation? ........................................10 How do I respond to an amendment to a sourcing document? .................................................18 How do I respond to a deliverable defined to a negotiation?.............................. 167 5.........2 Monitoring Negotiations...........14 How do I rebid on an RFQ or auction? ..................................................... 164 5.......................6 What information is contained on the Rejected Items page?...1... 172 5.....1..................1 Responding to Negotiations.....................3 How do I respond to a negotiation? .........11 How do I turn off proxy bidding? ...................1 Additional Topics ................12 What is power bid?............................2............................................2............2 How do I use Quick Links?...............................................12 How do I respond to a service-related line?.................2............... 158 5........................ 159 5...1 How do I access negotiations? ....1................................................................................................... 167 5............................. 179 6...........................2. Help for Sourcing Suppliers................6 How do I submit a response online? ... 175 5..........1.... 161 5....................1......... 166 5...... 162 5....... 177 5..... 167 5............1.......................................................................... 163 5......... 153 5........................2........9 What is AutoRefresh? .................... 178 6................................2 How do I use Quick Links?.2..2.....4 What is the Awarded Quotes report? ........................................................................17 How do I respond to an amendment to a sourcing document? ............1........ 151 5............................................................1......................................... 174 5........15 How do I respond to a negotiation that has gone to an additional round of responding?..1 What are the benefits of registering and participating in this system? ..............1.....1...............1..............................................2..3............ 150 5.....3 Searching......................7 How do buyers and suppliers communicate while a negotiation is in progress? . 152 5.........1....................7 How do I view the attachments associated with the negotiation to which I am responding? ....4 How do I view the details of a negotiation before placing a response? ....5 What information is contained on the Awarded Items page? .......... 149 5............................................... Additional Information.....1..........1..................4 What information is contained on the Disqualified Responses page? .......................................1.... 159 5..................................... 161 5................. 165 5............................................................................... 154 5....... 177 6.1........................................9 How do I print information on my negotiation? .................................................................1.......................................1 How do I monitor negotiations to which I've responded? .2..........................................2 Can international companies participate? ...................3 What is a WinZip (or zip) file? .................. 176 5.......................13 How do I download a spreadsheet and respond offline?....................................................2....10 What is proxy bidding and how does it work?.Oracle Sourcing Help 4.....2.............. 150 5............3 How do I track the status of my responses?........ 163 5........... 173 5........ 178 6............8 How do I turn off proxy bidding? .....1.....11 How do I respond to a deliverable defined to a negotiation?.....2............... 170 5......... 158 5...5 How do I respond to a Request for Information (RFI)?......................... 169 5.......................1.................................................................................1.........................19 How do I respond to a service-related line?.. 148 4..............3 What is the Awarded Bids Detail report? ........... 179 Page 7/209 .....1.................. 170 5.... 178 6................................1 How do I search for negotiations? .2.......2...................... 164 5............... 150 5............................................. 152 5.........1........... 168 5.. 167 5.............16 Why would a negotiation have special terms and conditions? .............

.............. 198 7.......................1..................... 207 Value Sets for Variables................................................................. 195 7............1...5 How do I use the Graphical Monitor to view responses to items in my negotiation?.....1..5 Whom should I contact about technical difficulties?.......................... 204 7..........................................................4 Why can't I access some pages......9............. buttons........2 Glossary.................... 207 User-Defined Variables...................................9.............3 About Deliverables................................................... 200 7.................................................. 180 6...................................................... 198 7......3...................................... 207 Deliverable Variables..............................Oracle Sourcing Help 6............................... 195 6.......................... 199 7.................................. 198 7............................ 205 7........................... links............ 180 6.......... 199 7...................... 202 7.... 195 6................. 205 Standard Clauses ..2 Reusable Attribute Lists ......................... 206 7......................................................................................................8 Can suppliers communicate with each other while a negotiation is in process? ................................................................4 What is the Awarded Quotes report? ................................................................................................. 197 7......................... or task bar options? ........................................................ 195 6........................................................................ 206 System-Defined Variables ...3 What are score settings and how do I use them with header attributes? ....................2 What is the Savings by Item report? .....................................................2 Accessibility of Links to External Web Sites in Documentation.............................. 180 6.........................4 How do I enter business terms and conditions for my RFxs and auctions? ...................................................................1 Accessibility of Code Examples in Documentation ........ 205 Non-Standard Clauses.. 203 7. 197 7... 180 6..........1 What are the Sourcing Intelligence reports I can generate?...........6 Why are some RFQs and auctions associated with a sourcing event? ..............1...................... 206 Table Variables .1.................... 196 7.................4 Product Integration and Licensing..................... 196 7...............1 What are header attributes and how do I use them?..................... 208 7..................................................................3...................................3 Documentation Accessibility ....................................1 What are the Awards by Supplier report? ...... 208 Page 8/209 ...1.......................9 About Contract Templates ............. 207 Variable Identification ................................................................................................................. 205 7................... Appendix ................ 203 7..2 About Variables ..........................1 About Clauses ......................................... 196 7................2.1 How do I create an attribute list? .........9.1..........1 About the Contract Terms Library................6 What if I have problems uploading files? ............................................................................7 What are reusable price elements and how do I create them? ..3.....................................1....................................9...3 What is the Awarded Bids Detail report? ...............................

To manage draft negotiations on which you and others may be working. To create an RFI.1 “How do I update my Sourcing personal options”). among others. Getting Started for Buyers As a Sourcing Buyer you have access to a wide range functionality with Oracle Sourcing. RFQ. and Buyer's Auction. You can enter many different personal options such as your language. see Getting Started for Suppliers.1 New to Sourcing? 1. This system also provides graphical summary and detail reports (See Appendix 7. Click the Intelligence tab on the Sourcing Home page. see Getting Started for the Sourcing Super User. To monitor the negotiations in which you are participating. Page 9/209 . You can monitor your negotiations in real time and communicate with participants using online discussions. Getting Started 1. buyer's auction (See Section 2. click the appropriate create link from the Quick Links section of the Negotiations Home page.Oracle Sourcing Help 1. and password. click the appropriate link(s) in the Quick Links section of the Negotiations Home page. To create templates and reusable lists to simplify negotiation creation. click "Edit" under the Drafts Quick Links section.1.1 “What are the Sourcing Intelligence reports I can generate”) for many transaction types. If you are a Sourcing Supplier. request for quotations (RFQs). click the Preferences link at the top of the page. date format. check the Negotiations at a Glance section.1 “Creating Negotiations”).1 What can I do with Oracle Sourcing? If you are a Sourcing Buyer. If your system is integrated with Oracle Purchasing. 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. If you are responsible for administering the Sourcing system. see Getting Started for Buyers. Use the Search Negotiations fields at the top of the page to search for a particular negotiation To edit your personal information (See Section 3. You can create a request for information (RFIs).

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

Page 11/209 .x on the platform of your choice. you need Internet access by a computer with a modem.com/download/ and locate Netscape Navigator. To download a free copy of Netscape Navigator. go to http://www. Based on RSA Data Security's publickey cryptography. For instance. you need a standard Web browser. if you shop for books online. The following are suggested minimum hardware specifications: 28K modem 8 MB RAM 266 MHz Pentium processor Software Requirements To view and use the system. To download a free copy of Internet Explorer. SSL is an open protocol that has been submitted to several industry groups as the industry security standard. like Netscape Navigator (version 4. or an Internet appliance. SSL is denoted by the letters HTTPS in the URL. the bookstore's Web site might use a cookie to store information about your favourite subjects.netscape. What are cookies? A cookie is a small amount of information that a Web site copies to your hard disk. 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.com/downloads/ and search for Internet Explorer 5. but not 6. and later use that information to recommend particular books.Oracle Sourcing Help Hardware Requirements To connect to the system. Your browser must have cookies enabled.x). and must support Secure Socket Layer (SSL) connections. go to http://www. SSL is used by most commerce servers on the World Wide Web. A cookie can help a Web site identify you.x) or Microsoft Internet Explorer (version 5.5+.microsoft.

4 “How do I create and edit a reusable invitation list”) Sourcing Template (See Section 2. Page 12/209 .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. Buyers can use the information obtained to subsequently conduct an RFQ or buyer's auction. enabling them to efficiently obtain the best possible prices for goods and services.2.1.Oracle Sourcing Help 1. Prices are established based on actual supply and demand at the time the negotiation is transacted.1 What is Oracle Sourcing? Oracle Sourcing offers flexible negotiation capabilities to buyers and sellers.2. who might never meet face-to-face. and item-specific attributes. and then use that information to create negotiations that drive prices based not only on price.1 Frequently Asked Questions: Oracle Sourcing 1. but on lead times.7 “Can I accept responses in multiple currencies”) Multiple Language support Notes and Attachments (See Chapter 6.6 “How do I copy a sourcing document”) Multiple Currency support (See Section 2. “How do I create and edit negotiation templates?”) and Copy features (See Section 2. The four different types of sourcing documents available .2.1.2.1 “How do I create an attribute list?”) Reusable Invitation Lists (See Section 2.2 Getting Started with Oracle Sourcing 1. Buyers and sellers.2.3. Buyers use real-time interaction to obtain information on suppliers' products and services. and buyer's auctions. can bypass intermediaries and establish relationships that might not have been possible using more traditional methods of buying and selling.4.1. Common Functionality All sourcing document types have the following common functionality to simplify the negotiation creation process: Reusable Attribute Lists (See Appendix 7.requests for quotations (RFQs).1.1.1. quantity.1.2 “Glossary”) Terms and Conditions enforcement (See Section 5. requests for information (RFIs).

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

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 .

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

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

15) Buyers can manually extend an RFI or close an RFI earlier than the scheduled close date.1. The details of the document such as the controls.8) RFIs use item attributes to solicit item information from suppliers. Manual Extend/Early Close (See Sections 2. or any other users in your organization.3. item information.1.11) 2. have previously created.1.15) scheduled close Minimum Bid date.1.4.10) Bidding (See Power Bidding (See Section 5.1. Multiple If allowed by bidders may multiple bids. submit Other Proxy Bidding (See Attribute Based Section 5.1. Decrement/Increment (See Section 2.11/2.1.2. terms and conditions.1. Page 17/209 .1.3.8) 5.4.11) Buyers can Manual Extend (See manually extend Section 2.11) an RFQ or close an RFQ earlier Early Close (See Section than the 2.7) 1.Oracle Sourcing Help Attribute Based Bidding (See Section 5. Bids buyer.4.4.4. Convert to negotiation document (See Section 2.4.8) Section 5.11) Price Breaks (See Section Price Breaks (See Section 2.1.1.2) Information obtained during the RFI can be used to create a new negotiation document.8) Extend/Early Close (See AutoExtend (See Section Section 2.1.3 What time saving functions are available to me when creating negotiations? There are many ways you can streamline the creation of sourcing documents: Copying an existing document You can copy documents that you. and invitation list are copied into a new document which you can edit if necessary.10) Price Elements Attribute Based Bidding (See Section (See Section 5.8) Price Elements (See Manual Section 5.1.1. Multiple Quotes The RFQ business process allows suppliers to submit a single quote per round.7) 2.

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

1. When creating an RFI.1.1. optional.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.2. that allow bidders/suppliers not only to respond to the price. ensuring that only one user can work on a draft at any time. these attributes can be either required.1. you see the Confirmation page. How do I continue working on it? You can continue working on a document saved as a draft by After clicking Save Draft. you can click "Continue editing your draft." Alternatively.5 Are reusable invitation lists and reusable attribute lists shared across all three negotiation types? Yes. and delivery. These attributes represent important aspects of the item for which the buyers need information from their suppliers. quantity.6 What is attribute based negotiation and how can I use it? Attribute based negotiations enable buyers to define multiple item-specific characteristics. 1. you can click "Manage Draft Negotiations" to access the Manage Draft Negotiations page.2. From this page you can access and edit any of your draft negotiations.2. 1. You are granted exclusive control until you release it. Suppliers reply to the item attribute.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. these lists are shared across all document types and can be accessed by the buyer as required. Depending on the setting chosen during the negotiation creation.2.1. called item attributes. but also to other features salient to each item. 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. 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.7 I just saved a negotiation as a draft document. 1.2. buyers define attributes for negotiation items. in essence "answering" the buyer's question.Oracle Sourcing Help 1. Item attributes and their responses comprise the heart of the RFI process. The document is released when Page 19/209 . From this page. or display only.

making it available for award. You delete it from the Manage Draft Negotiations page.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.10 If I have saved a draft of a new Quoting/Bidding round. you can delete the draft for the new round from the Manage Draft Negotiations page.2. You submit it (the draft becomes a valid negotiation in the system).1.1.12 I know I can create RFQs and auctions in both Oracle Purchasing and Oracle Sourcing. The information from the previous round is enough to save a draft. such as the Sourcing Super User. the system automatically updates the status of the previous round to Round Completed. What are the differences? You can create RFQs and auctions in both Oracle Purchasing and Oracle Sourcing. 1. (The original creator can always unlock a draft. 1. 1.) 1. You can save an negotiation as a draft as soon as you get to Step 2. If you wish to create a draft for a new round. Each has its own benefits: Page 20/209 . (Users with the appropriate function security.2. It is removed from the system.2. The system automatically updates the status of the previous round to Closed.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.1.Oracle Sourcing Help You save it. The draft creator selects the draft and clicks Unlock on the Manage Draft Negotiations page. Negotiations lines entered directly in Oracle Sourcing can include item numbers and item revisions if the item information was retrieved from the Item Master.2. However. can I award business to quotes/bids from the previous round? Once you save a new round of Quoting/Bidding. Negotiations with Round Completed are not available for awarding.) Another user removes the lock. can unlock draft auctions/RFQ which were locked by other users. you are not required to enter any information.

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

In both price-only and Multi-Attribute Weighted Scoring negotiation. the system will automatically convert the responses to the negotiation currency. The lowest ratio receives the highest rank. 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. The lowest ratio among competing responses may not offer the lowest price.1. reflected in the Price to Total Score ratio. 1.17 Can I accept multiple currencies in my negotiation? Yes.2. however. they are allowed to respond in only one currency per response. but it offers the lowest price per point of score. quantity. item attributes can be scored and weighted. In other words.2. In a Multi-Attribute Weighted Scoring negotiation.1. you can invite these users Page 22/209 .15 What does the Price to Total Score ratio mean? The Price to Total Score ratio is calculated only for Multi-Attribute Weighted Scoring RFQ/Auctions and is used to rank quotes/bids. A buyer can view bids plotted on a Price to Total Score graph to assist in analysis of quotes/bids.1.18 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. The winning response is decided based on the buyer's definitions of the relative importance of item attributes. you can allow bids or quotes in currencies other than the negotiation currency. the buyer can still award the negotiation to any supplier regardless of the Price to Total Score ratio values.2. When you create a new negotiation. the system ranks the supplier only on the basis of price. 1. Whenever you view the responses you have received. 1.Oracle Sourcing Help 1. the negotiation currency defaults to the functional currency defined for your operating unit.16 What is the difference between Price-Only and Multi-Attribute Weighted Scoring RFQs/auctions? In a price-only negotiation. delivery dates and attributes of an item. 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.2. suppliers can quote/bid on price. To lower the ratio for an item included in a bid.1. However. it offers the best value for the money. The buyer can still award the item regardless of the ratio. Though suppliers in a multi-currency negotiation can submit responses in several currencies.

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

3.20 What is the purpose of notifications? Who receives them and when? Notifications are used to communicate specific events to users. can directly register and approve users. 1.1. Select the applications to which the user will have access. a buyer with the appropriate authorization can add the company to your Supplier Master). Invitations are automatically sent to each supplier.Oracle Sourcing Help To register a user yourself: Anyone with the Sourcing Super User authorization. Event Recipient Purpose To inform them that the negotiation is open for previewing or bidding To invite them to acknowledge intent. and participate in the negotiation Preview or open Buyers date/time Preview or open All invited suppliers date/time Preview or open All invited date/time contacts additional To invite them to register.1. Click Register. click "Register a Supplier User. You receive a confirmation that the new user has been registered.2. and participate To inform them about the newly updated close time To inform about the extended close date/time newly Early close of an All invitees and suppliers RFQ or auction Extend close date/time of an All invitees and suppliers RFQ or auction Page 24/209 . enter the required information. acknowledge intent. On the Register an External User page.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. 1.2." 2. Search for and select the supplier company name by using the flashlight icon (if the supplier company information does not exist within the system. From the Portal page.

or all a certain Quote/Bid has been quote suppliers in the sealed disqualified RFQ.1. Negotiation Duration Reminder Email Sent Equal to or less than One hour after the Preview/Open Date 24 hours Page 25/209 . 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. they receive a reminder email notification once the negotiation has opened for either previewing or responding. and the close date.2.Oracle Sourcing Help Disqualify a bid or Supplier whose response To inform the supplier the bid has quote has been disqualified been disqualified All bidders in the open and To inform all bidders/suppliers that Disqualify a bid or sealed auction.21 When does an invitee receive a reminder email notification? If companies do not acknowledge participation by a certain time. 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 do not receive reminders. 1.2. you can download a spreadsheet which you can complete offline to specify your response information. then invitees do not receive any reminder. the reminder is not sent. You cannot respond to any negotiation that your company owns.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 upload it to enter your responses into the system to. however. Once you have completed this spreadsheet. If the buyer starts another round of negotiation before the reminder time. you can respond to negotiations created by your company's affiliates. However. 1.1.1. Page 26/209 . If the negotiation is closed. Bulk loading is also useful if you respond in similar negotiations that occur repeatedly. Such acknowledgments are intended to enhance communication between buyers and suppliers and inform buyers of the potential participation.2. then invitees do not receive a reminder. It is not mandatory to acknowledge your intent before submitting responses. these new invitees receive reminders at the original time. Otherwise.1. they receive it at the original reminder time.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. canceled or deleted before the reminder time. 1.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. If additional companies are added before the original reminder time. The new round of negotiation is now treated as a regular new negotiation and invited companies in the new round should acknowledge their intent to participate again.

Click the Administration tab. 1.2.2.27 Can the system administrator require buyers to use a certain rank indicator? Yes. you can require a particular indicator be used for all negotiations. You can check your Notifications for the Purchase Order Creation Notification. For a Note field. select Award Summary from the Action menu and click Go. You can also search Oracle Purchasing by entering the original requisition information. Any user assigned the appropriate job function can add suppliers to an RFQ or auction any time before the close date and time. Page 27/209 . you can enter a maximum of 240 characters.2. click the response number link to view the information on that response including the corresponding purchase order created for that response." Select the indicator and specify whether users can override your selection.1.1.2. In Oracle Sourcing. the negotiation number. access the negotiation whose associated purchase orders you wish to see by entering the negotiation number into the Search Negotiations fields. 1. which includes the purchase order numbers along with other information.1. 1.Oracle Sourcing Help 1.28 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. This displays all purchase orders for a particular negotiation. As the system administrator.25 Can I invite additional suppliers to an RFQ or auction I've already created? Yes. for example. you can enter a maximum of 2000 characters. On the Award Summary page.1.26 How many characters can be entered into the Item Description and the Note fields? For an Item Description field. You can search for the purchase orders in Oracle Purchasing by entering the negotiation data. and then click "Negotiations Configuration. On the Negotiations Summary page.

1.1. RFQ creation (See Section 2. suppliers are immediately notified of the results via online notifications. The suppliers' responses to the RFQ allow the buyer to compare quotes and negotiate the best price and specifications for the good or service. buyers can review quotes and award the RFQ or submit a modified RFQ for another round of quoting. Buyers analyze the quotes and either award the RFQs or modify the RFQs and open them for another round of quoting. RFQs enable buyers to collect quotes from suppliers for complex and hard-to-define items or services. RFQs supports both blind and sealed RFQs.1. Page 28/209 .1. Buyers initiate RFQs that may include multiple line items by publishing the RFQ and inviting suppliers.Suppliers view the RFQ details and submit their quotes online. 2.1 “How do I create an attribute list”). Quote preparation and submission (See Section 5. Once the RFQ is completed.4 “How do I award business in an RFQ or auction”).2. RFQ monitoring (See Section 2. RFQs typically consist of multiple rounds with competition focused on whether supplier(s) can meet the specific requirements. Once suppliers have submitted an initial round of quotes.2. 4. 3.4.3.5.2.2. Reusable attribute lists (See Appendix 7.5 “How do I use price elements”).Oracle Sourcing Help 1. RFQ modification or awarding (See Section 2.1.1 “How do I create a new negotiation”).3 “How do I create and edit negotiation templates”). The RFQ process usually lasts days or weeks through multiple rounds of negotiations. Price elements (See Section 2.1.Buyers can monitor real-time quote activity and take appropriate action.2 Getting Started with RFQs RFQs support the full business process to solicit quotes from suppliers.4 “How do I create and edit a reusable invitation list”).3 “How do I respond to a negotiation”). Reusable invitation lists (See Section 2. RFQ is typically used for complex items or services such as made-to-order manufacturing items or construction projects. Suppliers cannot view competing quotes while the negotiation is in progress. RFQ Capabilities RFQ templates (See Section 2.2 “How do I monitor the negotiations I have created”). Steps in the RFQ process include: 1.

(5.1. Monitoring quote activity in real-time (See Section 2.1. Canceling RFQs (See Section 2.14 “How do I initiate a new round of responding”).8 “How do I use item attributes and price elements when responding to a negotiation”). RFQ. Graphic RFQ monitor (See Appendix 7. Capture Total Cost (See Appendix 7.2 “Glossary”).3.Oracle Sourcing Help Price breaks (See Section 2.4.9 “How do I disqualify responses I receive for an RFI.7 “What are reusable price elements and how do I create them”).4.15 “How do I close a negotiation before its scheduled close date and time”).4.16 “How do I cancel a negotiation”)and Disqualifying quotes (2.5.6 “Why are some RFQs and auctions associated with a sourcing event”).1. or auction”). Manual extend (See Section 2. Quote comparison (See Section 2. Terms and Conditions enforcement (See Section 5. (See Section 2.4 “How do I award business in an RFQ or auction”). Integration with Oracle Purchasing (See Section 2. and how do I use them”).2 “Glossary”).2 “How do I monitor the negotiations I have created”).4.6 “How do I submit a response online”) and offline (spreadsheet quoting).16 “Why would a negotiation have special terms and conditions”) Quoting online (See Section 5. Real-time status updates Notes and attachments (See Section 6.5.7 “What are price breaks. Online or offline awarding capability (spreadsheet awarding).4.1.1. Multi-round quoting (See Section 2. Multiple RFQ styles: blind or sealed (See Section 6. Page 29/209 .5 “How do I use the Graphical Monitor to view responses to items in my negotiation”) Purchase order generation Attribute based quoting (See Section 5.1.14 “How does Oracle Sourcing use information in Oracle Purchasing when AutoCreating draft sourcing documents”).5 “How do I use the Graphic Monitor to compare competing quotes or bids for a particular negotiation line”). Sourcing Events (See Appendix 7.11 “How do I extend a negotiation that is in progress”) and early close features (See Section 2.4.13 “How do I download a spreadsheet and respond offline”).

This allows you to create your multi-line RFQ quickly.3. but quote disqualification is at the discretion of the buyer. 1.2.4 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.2.5 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. The Unseal Date is the date when the buyer unseals the unlocked RFQ allowing the suppliers to view the quotes as well.2 Can I submit multiple quotes per round? If allowed by the quote controls.2. you can submit multiple quotes within the same round. Quote Currencies Additional currencies in which quotes will be accepted. but you must enter the weights and scores for an item's scored attributes online.3 Frequently Asked Questions: RFQs 1.3. In a Multi-Attribute Weighted Scoring RFQ. An RFQ buyer can setup an RFQ to accept quotes in multiple currencies by selecting the RFQ currency and then identifying any Quote currencies in which quotes will be accepted.3. 1.3. Page 30/209 .2. 1.1 What are the Unlock Date and the Unseal Date? The Unlock Date is the date when the buyer unlocks the closed RFQ to view the received quotes. 1.3 Can I cancel or retract my quote? No.Oracle Sourcing Help 1.2. ensuring the integrity of the submitted RFQ items. Suppliers can choose the Quote currency in which they will place their quotes. Quotes are converted to the RFQ currency for quote review. You can prepare your list of RFQ items offline and upload the completed spreadsheet. The system validates the data.3. You can contact the buyer who created the RFQ and ask to have your quote disqualified.2. It is the RFQ buyer's reference and review currency. you can upload items using a spreadsheet.

3.6 What is the most efficient way to quote on many line items in an RFQ? If an RFQ consists of many line items. This is one of the feature of RFQs and mirrors the general off-line behavior of this negotiation model. the Promise Date is required only if the RFQ uses multi-attribute weighted scoring and Promise Date is one of the scored attributes. Downloading the RFQ contents allows suppliers to quickly respond.3. In an RFQ whose outcome is a blanket purchase agreement. 1. Once the supplier has provided you the email address. You can invite suppliers by selecting them from the supplier master list. During the upload. See How do I invite suppliers to my RFQ or auction? for details on identifying contacts. When creating additional rounds for an RFQ. you can invite additional suppliers by using the same process employed during the initial RFQ creation.7 How can I view the quote values for all the price elements of an RFQ item? You can view the quote values for an item's price elements from the Negotiations Summary page.8 What is the Promise Date. 1.3. spreadsheet items are validated to ensure the integrity of the submitted quote.11 Can I invite additional suppliers to subsequent rounds of an RFQ? Yes. An automatic invitation will be sent to each invited supplier.3.3. Suppliers complete the quoting process by uploading the spread sheet back to the system.3.9 Is an RFQ always blind or sealed and why? An RFQ is always either blind or sealed.2. When Promise Date is an optional response. completing multiple item attributes. the most efficient way for a supplier to quote is to use a spreadsheet to download the contents of the RFQ and prepare the quotes offline.Oracle Sourcing Help 1. Promise Date is an required field.2. the Promise Date is optional.10 How can I invite a group of people from a supplier? Ask the supplier (or a supplier contact) to create a group email list that includes all the individuals who should receive the negotiation notifications. 1.2. 1. Page 31/209 . you can enter a Promise Date to differentiate your response from other competing responses.2. In all other cases. you can enter the address in the Additional Contact Email field during negotiation creation.2. 1. and why would I enter one? In an RFQ whose outcome is a standard purchase order.2.

14 Can I close my RFQ earlier than the original close time? If you select the Early Close option when specifying quote controls. On the Negotiations Summary page.2. select Close Early from the Action menu to close the RFQ. Select Start New Round from the Action Menu.3. 1. you can modify the following: Title Style Ranking method Rank indicator Preview Date/Time Open Date/Time Close Date/Time Award Date/Time Collaboration team information Item information Invitation List Notes and attachments Page 32/209 . you can see how many quotes are being placed.3. you can use the Graphical Monitor to view quotes. you cannot see either the name of the respondent or the details of the bid until you unlock the RFQ. On the Start New Round page. can I see who is bidding? In a sealed RFQ. 1. 1.2. Use the negotiation number in the Search Negotiations fields on the Negotiations Home page to access the negotiation.Oracle Sourcing Help 1. 2. 1. however. you can manually close your RFQ earlier than the original close date/time. Once the buyer has unlocked and unsealed the quotes.12 In a sealed RFQ.3.2.3. you can start another round of quoting.2. 3. none of the details are available for viewing by any suppliers.15 How do I start another round of quoting in an RFQ? Once an RFQ has been closed.13 Why can't I see the graphical monitor in a sealed RFQ? While an RFQ is sealed.

The buyer defines the auction and includes all the auction item information. such as office furniture or memory chips. 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. flexible auction capabilities to buyers so they can efficiently obtain the best possible price for goods and services. the business terms and conditions and intended bidders. Auctions allow real-time interaction to drive dynamic prices based on information that extends beyond price to include lead times.1. quantity and item-specific attributes. Prices are established based on actual supply and demand at the time the auction is transacted.3.2.Oracle Sourcing Help 1. Negotiations allows buyers to establish either public or private auctions to meet the specific needs of buyers.1.2. Auctions enable buyers to solicit bids for goods and services that are clearly defined. Auctions last for a set period of time.3 “How do I respond to a negotiation”).1. Steps in the auction process include: 1.4 Getting Started with Auctions Getting Started with Auctions Auctions offer complete. Because most auctions are open for short periods of time. 2. Bidders participate in the auction by viewing the Page 33/209 .1 “How do I create a new negotiation”). Responding to the auction (See Section 5. Creating the auction (See Section 2. Auctions are typically focused on creating competition between bidders. 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.

3.1.1.7 “What are price breaks. Capture Total Cost (See Appendix 7.1. Price breaks (See Section 2.1.2 “How do I monitor the negotiations I have created”). Manual extend (See Section 2.11 “How do I extend a negotiation that is in progress”) and early close features (See Section 2.4.2.1.2. blind or sealed (See Section 6.3 “How do I create and edit negotiation templates”). 4. Page 34/209 . Sourcing Events (See Appendix 7.11 “What are response controls”).8 “How do I use item attributes and price elements when responding to a negotiation”).4 “How do I award business in an RFQ or auction”).1.5 “How do I use price elements”).1. bidders are immediately notified of the auction results via online notifications.4 “How do I create and edit a reusable invitation list”). The buyer analyzes the bids and awards the auction based on the price. Once the auction is completed.The buyer and all other participants can monitor the real-time activity during the auction and take action as necessary.3.12 “What is power bid”). Reusable attribute lists (See Appendix 7. If permitted by the auction rules. bid quantity.1 “How do I create an attribute list”).4. Proxy bidding (See Section 5. Multiple Auction styles: open.5. 3.2. Reusable invitation lists (See Section 2. Monitoring the bid responses (See Section 2. Power bidding (See Section 5. Attribute based bidding (See Section 5.10 “What is proxy bidding and how does it work”).4. Minimum Bid Decrement/Increment (See Section 2.1. bidders can view competitive bids during the auction.1.1.1.15 “How do I close a negotiation before its scheduled close date and time”). Autoextend feature (See Section 2.Oracle Sourcing Help auction items and submitting bids online. Price elements (See Section 2.11 “What are response controls”). Evaluating and awarding bids (See Section 2.2 “Glossary”).6 “Why are some RFQs and auctions associated with a sourcing event”). bid attribute value(s). Auction features include: Auction templates (See Section 2.7 “What are reusable price elements and how do I create them”). and how do I use them”).

13 “How do I download a spreadsheet and respond offline”).4 “How does Oracle Sourcing use information in Oracle Purchasing when AutoCreating draft sourcing documents”).5.2 “Glossary”).1.1.2 “How do I monitor the negotiations I have created”). Purchase order generation Real-time status updates Bidding online (See Section 5.6 “How do I submit a response online”) and offline (spreadsheet bidding).4 “How do I award business in an RFQ or auction”). or auction”). Integration with Oracle Purchasing (See Section 2.4.1. RFQ. Graphic Auction Monitor (See Appendix 7.5. Monitoring bid activity (See Section 2.Oracle Sourcing Help Canceling auctions (See Section 2. Online or offline awarding capability (spreadsheet awarding).4.16 “How do I cancel a negotiation”) and Disqualifying bid (2. (5. Page 35/209 .4.1.5 “How do I use the Graphic Monitor to compare competing quotes or bids for a particular negotiation line”). Bid comparison (See Section 2. (See Section 2.5 “How do I use the Graphical Monitor to view responses to items in my negotiation”) Notes and attachments (See Section 6.9 “How do I disqualify responses I receive for an RFI.

1.4 What is the target price used for? The target price is mainly used for internal performance analysis for the buyer. Note: Two people from the same cannot quote in the same RFQ. 1. provided that: 1.Oracle Sourcing Help 1.5. You can elect to display the target price to participants.1 What are the different auction styles? The buyer can choose from three types of auctions: Open: everyone can see the bid content. and 3.6 Can two people from the same company bid on the same auction? Yes. Everyone can see the bid content once the auction is unsealed. Buyers are not required to designate a target price for every item.2. but only the buyer can see the identity of the bidder. The bid controls for this auction allow multiple bids per round . 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.5 Frequently Asked Questions: Auctions 1. someone else at your company can award an auction created by you.4 “Why can't I access some pages. or task bar options”).5. The buyer can see the bids once the auction is unlocked. The auction to which they are responding is not owned by their company 2.1.2. links. All registered users in a company can bid on the same auction. 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.2. Page 36/209 .5.5.2.2.5. The target price is the price you hope to pay for one unit of an item.5. buttons.2 What is the difference between Quote/Bid start price and target price? When creating a new RFQ or auction. 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.3 Why isn't there a target price for every item? Target price is an optional value. The buyer can also choose to display the target price to the bidders for reference. 1.5 Can someone in my company award an auction that I create? If granted the appropriate authorization. They have the appropriate function security (See Section 6.2.

1. However. Page 37/209 . can they view each other's bid details? Depending on the auction style. and your RFQ/auction appears in that supplier's "Open Invitations" list of invitations.5.5.Oracle Sourcing Help 1.2.8 If my RFQ/auction is open to all suppliers. you are not required to send invitations to any suppliers.2. why would I invite suppliers to participate? For a public RFQ/auction.7 When two respondents from the same company place bids. 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. or auction has closed. When you invite a supplier (See Section 2.9 How do I initiate a new round of quoting or bidding? After your RFI.13 “How do I invite suppliers to participate in my negotiation”) to participate.1.2. RFQ.1. none of the previous responses submitted are available for awarding. After you initiate a new round of responding. you might want to send invitations to increase specific suppliers' awareness of your RFQ/auction and encourage participation.5. that supplier receives an e-mail notification about your RFQ/auction. 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).

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

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

You can remove any supplier from the invitation list for the new round. You can also choose to open the negotiation for preview immediately. Click Controls to modify negotiation control information. You can also choose to open the negotiation immediately. 6.5. Note that you have to specify a new closing date. o Possible Invitation List Changes If you invited suppliers in the previous round. click Submit for Approval.2. *Close Date The new date and time the RFI. Preview Date For RFIs. or auction closes. You can also add new suppliers. Click Suppliers to modify your invitation list. Review your updated negotiation information.Oracle Sourcing Help 5. Page 40/209 . o Possible Date Modifications *Open Date Date and time you want the new round of responding to begin. o Response Controls Modify other Response Controls as necessary. any uninvited suppliers who responded in the previous round are also automatically added to the invitation list for the new round. RFQ. 7. 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. you can enter the date and time (prior to the open date and time) the negotiation is available for previewing by all eligible participants. If there are approvers defined for this document. 1. Click Review. If there are no approvers defined for this document. RFQs or auctions opening in the future. they are automatically added to the invitation list for the new round. click Publish.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. Additionally.

Bidder B receives the higher rank because the proxy bid was created by the system after Bidder B's bid. You can specify whether the auction is extended from the original close time or from the time when the winning bid has been received. is up to the discretion of the buyer. Bidders cannot respond to display only attributes so there is no value for comparison. the bidder can contact the buyer and ask to have the bid disqualified. You can also define the total number of auto extensions and the extension period. When the bid control "No . that is. if Bidder B bids triggering a proxy bid for Bidder A and the resulting bid results in the same Price to Total Score ration.2. however. best bid" is selected for a multi-round auction. AutoExtend extends the duration automatically if new bids are received in the closing minutes of the auction. For example. the bidder can only view the resulting Price to Total Score for a bid. The response is at the company level. 1. once one user at a company responds. 1. 1.5.15 How do two bids with the same score get ranked if the prices are the same? The earliest bid gets a higher rank.2.2.5.Oracle Sourcing Help 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. 1. no other user at the same company can bid. When the buyer hides scores/weights.16 What is a Single Best Bid? A Single Best Bid is a response to an auction that allows only one bid per company. a company can place one bid in each round when being invited to that round Page 41/209 .2.5.2. You can also specify if the autoextend is for the entire auction or particular line items.13 Why are display-only attributes not visible in the Bid Compare page? Display only attributes are used to convey information to bidders.A bidder must submit a single. Bid disqualification.5.5. 1. Manual Extend allows you to manually extend your auction close date/time before the auction closes.2.14 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.11 Can a bidder retract a bid? If a bidder has submitted.

as well as the limit price. Comment Proxy Bid Power Bid Feature Use Repeated automatic bidding. or Proxy Bid Minimum. you can revise bids for all items on which you have previously bid by a specified percentage.Oracle Sourcing Help 1.17 What is the difference between Proxy and Power Bidding? Proxy Bid You can define price parameters that allow the system to automatically rebid on your behalf. When the bid reaches the Proxy Bid Minimum. or near the end of an auction period when there may be a time constraint. you cannot change any bid information (including responses to item attributes) until the Proxy Bid Minimum is reached unless you cancel the proxy. you cannot update attribute responses to better your score although proxy bid will rebid to better a price.2. This is a very useful feature when your goal is to win all auction items. the bidding automatically stops. Proxy bidding is not available for any auction item that has price elements. You can setup the Proxy Bid Decrement for an auction. for each item. When you use Power Bid. This allows you to streamline the rebidding process when you have bid on several items in the same auction. Once you have placed a proxy bid. all of the bids in an auction will be decreased by the percentage specified. 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 . Power Bid When rebidding. and the bids must be submitted quickly.5. you can set new Proxy bid parameters or bid manually. Power bid is not available for any auction items having price elements. Once the limit price is reached. The system Speeds up the bidding process rebids until proxy is by simultaneously updating the canceled or minimum bid prices for all bid items.

2. Supplier identities are never revealed to other bidders. And since Supplier A's proxy minimum (75. 1. However.5. a bid can be beaten based on the Price to Total Score ratio without triggering a new proxy bid.00. not just the bid price. Supplier A's proxy will only be triggered again if there is a bid with a price lower then USD 84. since proxy bids are generated based only on the price of the competing bid. Page 43/209 .00 with a score of 90 for the item.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. Since Supplier B's bid price is less than Supplier A's bid price. a proxy bid decrement of USD10.5. Now Supplier B's bid (92/100) is better than Supplier A's bid (84/90).2. For example. Therefore. You may need to cancel the proxy bidding process to redefine attribute information to improve your price to total score ration. Supplier A's proxy is triggered to place a new bid of USD 84. Supplier B then bids USD 94.00) has not yet been reached.00.00 and a proxy minimum of USD 75. Supplier B's bid is the winning bid even though the bid price is higher.00. To avoid these situations.00 with a score of 100 for the same item. Supplier B then places another bid of USD 92. This bid (84/90) is now the winning bid.00. This bid (94/100) is better than Supplier A's bid (95/90). he cannot modify any attribute responses to try to improve his score.Oracle Sourcing Help 1. Supplier A's proxy is not triggered. you may need to closely monitor Multi-Attribute Weighted Scoring auctions which also use proxy bidding.19 Can a bidder see the names of the other bidders? Bidders cannot see other bidders' identities. Supplier A places a bid of USD 95. but since Supplier B's bid price is still higher than Supplier A's bid price.

and Buyer's Auctions 2. the information contained in the RFI can be copied into an RFQ or buyer's auction.1. RFQ.1.1. You can also create new negotiations quickly by applying a negotiation template.6 “What information must I provide to create my negotiation header”). o If you have previously created an RFI. Define Your Response Controls (See Section 2.1 How do I create a new negotiation? Use the instructions on this page to create Sourcing negotiations (RFIs. At the conclusion of the RFI cycle. This allows you to return to the creation process at a later time or have multiple people working on the same negotiation. There are four main steps to creating a new negotiation: o o o o Create Your Negotiation Header (See section 2.1.11 “What are response controls”) Enter Your Terms and Conditions (If Oracle Procurement Contracts is bought and licensed) (See Section 2. or auction.1.Oracle Sourcing Help 2.1 Creating Negotiations 2.1.1.1.1 Creating RFIs. you can save time by copying an existing RFI/RFQ/Auction. 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. RFIs can be taken to multiple rounds until the buyer has enough information to identify supplier(s) with which to deal. RFIs are used more for gathering information on goods and service provided by a supplier than to lock in particular price information.2 How do I create a new Request for Information (RFI)? RFI's are used to qualify suppliers and their goods and services for subsequent procurement activities. 2. Therefore.1.1. Page 44/209 .7 “What are contract terms and conditions. and buyer's auctions).13 “How do I invite suppliers to participate in my negotiation”).9 “How do I add lines to a negotiation”).1.1.4. Help for Sourcing Buyers 2. RFQs. Enter Negotiation Lines (See Section 2.1. and how do I use them in my negotiation”) Invite Your Suppliers (See Section 2.1. You can create a negotiation and save it as a draft before submitting it. RFQs.

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

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

1.Oracle Sourcing Help 2. The table below shows some of the operations available Sourcing Buyers and Sourcing Suppliers by using Quick Links. The backing requisition information is carried over from Oracle Purchasing and used throughout the creation process.3 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. AutoCreate uses the requisition information to create a Buyer's Auction or Sourcing RFQ. you can use requisition information in Oracle Purchasing to create a draft sourcing document that you can then access and edit.1. Buyer Operations Creating negotiations Creating templates and reusable lists Managing draft negotiations Creating and managing sourcing events Updating profile information Supplier Operations Responding to negotiations Monitoring active responses Managing draft responses Viewing award decisions Updating profile information 2. Once you have identified the requisitions in which you are interested. Simply clicking the link takes you to the page where you initiate the operation.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. 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.1.1. You can use this number to access the document in Oracle Sourcing and to Page 47/209 . you can search for requisitions according to different attributes such as item or category and include them in a single document. The AutoCreated document is assigned a document number. When using AutoCreate.

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

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

the backing requisitions are returned to the requisition pool. however. you can edit your draft as you would any other draft except for the nonmodifiable information taken from the backing requisitions (see table above). you are automatically transferred to Oracle Sourcing. Once the negotiation document has been created by AutoCreate. To access a draft directly from Oracle Purchasing. 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. you must complete Step 1: Describe Your RFQ/Auction. Otherwise. Using the AutoCreated RFQ/Auction In general you use an AutoCreated RFQ/Auction the same way as other RFQs/auctions. Note. Editing the draft The first time you access the draft.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.Oracle Sourcing Help Your system administrator can set up the system so once you have completed the document in AutoCreate. Once you have completed awarding the RFQ/Auction. If you cancel an RFQ/Auction with line items originating from AutoCreate. If you delete any of the lines originating from AutoCreate or delete the RFQ/Auction. the backing requisitions are returned to the requisition pool and become available for use. 2.1. In general. You can add additional item lines if necessary. Also. the backing requisition(s) is returned to the requisition pool. the following points: If you take the RFQ/Auction to multiple rounds of bidding/responding. you must have the Edit Draft Sourcing Document function to access a draft. you can access it directly from Oracle Sourcing. Page 50/209 . if you know the number Autocreate assigned to the draft document. You must have the Manage Draft Sourcing Documents function to access and edit the draft.1. it exists as a draft negotiation within Oracle Sourcing. You can apply a template to the draft RFQ/Auction (backing requisition information takes precedence over any template attributes). the backing requisition information is updated to point to the new RFQ/Auction. if you only partially award a line item quantity.

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

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

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

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

Oracle Sourcing Help Enter a target value for the header attribute (for example: 30 or more years in business). This note appears on the negotiation summary page and can be viewed by suppliers. effectively "unweighting" that attribute. Delete You can delete this attribute by clicking the trash can icon. For example. Though suppliers in a multi-currency negotiation can submit responses in several currencies. If one attribute is weighted. On the Create Header page. Maximum Score Accept the default or enter the maximum value that can be entered for this attribute. all must be weighted (although the weight can be 0. 2. There is a system default defined by the Sourcing Super User. an attribute with a weight of 25 is half as important as an attribute with a weight of 50.7 Can I accept responses in multiple currencies? When you create a new negotiation. Page 55/209 . they are allowed to respond in only one currency per response. The sum of weights for all header attributes must add up to 100. but this can be overridden by specifying a default value on the score settings page. Display Target Indicate whether you want suppliers to see your Target Value . Notes and Attachments o Note to Suppliers You can add a note to the supplier by entering it in the text box. Weight Weights are used to indicate the relative importance of header attributes.1. click Manage Response Currencies. you can accept responses in currencies other than the negotiation currency. o Attachment Click Add Attachment to browse for an attachment to assign to this negotiation.1. the negotiation currency defaults to the functional currency defined for your operating unit. the system will automatically convert the responses to the negotiation currency. However. To define your currency list and currency exchange rates: 1. Whenever you view the responses you have received. This column is only displayed if weights are enabled as part of the Scoring Settings.

continue creating your negotiation. The system may contain several different exchange rate types. you can choose to restrict specific suppliers to particular response currencies. 2. To define your own exchange rates 1. 6. 2. When you have finished defining currency information.1. To use predefined exchange rates: 1. The description field explains the code. For example. To restrict a supplier to a particular currency: 1. The system's response currency codes are available from the drop down menu. Select the response currency you will accept. click Apply.8 How do I restrict a supplier to a particular currency? If you allow multiple response currencies for your negotiation. 5. If the precision for the response currency is greater than the precision for the negotiation currency. Page 56/209 . You assign currencies to specific suppliers when you invite the suppliers to your negotiation. Select the appropriate type for your negotiation. 3. You can use predefined exchange rates (Corporate Exchange Rate) or specify your own exchange rates (User Specified Rate). Otherwise click Add Another Row and continue defining currencies and exchange rates. Enter the date for which you wish to use this set of exchange rates. select a response currency for each supplier. 4. 2.09 meaning . Select the User Specified Rate type. 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 .Oracle Sourcing Help 2.09 kroner to one dollar. After you have selected your suppliers in Step 5. Specify the price precision for the currency. On the Header: Manage Response Currencies page. 3. The page redisplays. Select the response currency. Select the checkbox to display the exchange rates if you want to allow respondents to see your response currency exchange rates. Define the exchange rate by entering the number of response currency units that equal one unit of the negotiation currency. the system will round when converting responses into the negotiation currency. If you are finished defining alternate currencies.1. select the exchange rate type.

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

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

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

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

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

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

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

and added line(s). 4. Provide the line with a description and select a Category value. 5. Page 64/209 . Continue defining your negotiation . You must have created your negotiation header before you can create negotiation controls. Follow steps 1 and 2 above. Finally. 2. After you have entered the negotiation header. On the Lines: Create Line page. you set response controls to determine the negotiation length. If the sourcing document you are working on was AutoCreated using requisitions in Oracle Purchasing.Oracle Sourcing Help To define a general services fixed-price line 1.11 What are response controls? When you create a new RFI. click the "Controls" link to access the Create Controls page for that negotiation. Preview Date Use the pop-up calendar to specify a date/time after which the negotiation information can be accessed by potential suppliers. fixed-price line type. Complete the following fields as appropriate for the negotiation type. Once closed. You can edit the value to change the time if needed. add notes or attachments to the supplier. 6. no further responses may be accepted. open and closing times and many other variables. responding frequency. Create attributes as needed to solicit additional information for this line. or Buyer's Auction. If you allow the control manual close/close early. and then click Go. If you allow the control manual extend.1. RFQ. 2. When you extend a negotiation you specify the new close date. Note that for fields where you enter a date and time. *Close Date Use the pop-up calendar to select the date/time when the negotiation will be closed. 3. the time limit for the negotiation can be extended past the original close date. the negotiation can be closed prior to the defined close date. participants. the default time value the system uses is the time when you entered a value in the field. They can view the negotiation's details but cannot place responses. make sure you select a general services.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.

or specify that they must respond to all lines in the negotiation. or you can specify that the negotiation will not be allowed to continue into additional rounds past the close date. Allow supplier to select lines on which to respond You can allow participants to respond to individual lines(s) in the negotiation. If you have weighted and scored the quantity attribute. or you can restrict suppliers from seeing other suppliers' notes and attachments. This is displayed to the respondents. Allow multiple responses You can specify that responders must submit a single. best response in the negotiation. or may submit multiple responses during the negotiation open period. Note: If you specify that participation is by invitation only. Allow supplier to see other suppliers' contract terms. you must set this to No. Award Date Use the pop-up calendar to select the date/ time when you anticipate announcing the winner of the negotiation. participants can submit responses for partial quantities. Require full quantity You can specify that participants must submit responses for the full quantity specified in the line. Suppliers are required to lower the line price when submitting a revised response Page 65/209 .Oracle Sourcing Help the Close Date cannot be later than the Need-By Date on the backing requisition. Require award approval You can choose to require the award decision to be approved before a purchase order can be generated. you must invite at least one supplier to participate. 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. Alternatively. Allow multiple rounds of negotiation You can specify that the negotiation can continue into additional rounds after the close date. 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 manual extend when the negotiation is open You can choose to allow a negotiation to be extended. with AutoExtend set to start at the current scheduled auction close time. For example.000 Bidder A's second bid = $900 Bidder A's third bid = $800 Bidder A would not be allowed to submit a fourth bid of $750 (this is less than the minimum bid decrement of $100) Auction #2234. bid decrement = 20% Bidder B's original bid = $1. When a negotiation is extended. That is. for example. Use numbers. you enter a new close date and time. if you enable an AutoExtend of 30 minutes. For example: Auction #1234. the negotiation cannot be closed until the close date and time specified above. bid decrement = $100 Bidder A's original bid = $1. You can enter either a straight amount or a percentage by which bids must improve. 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." Note: A bid decrement amount will always be applied to a supplier's current bid price. rebids must decrease by a minimum amount. but will be applied to the supplier's current bid price. If you specify your bid decrement amount as a percentage. you can specify that they must submit rebids that are better than their current bid price by a specific minimum amount. and a new winning bid is received in the final Page 66/209 .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.Oracle Sourcing Help If you have allowed suppliers to submit multiple bids. Otherwise. the decrement percentage will be calculated based on a supplier's original bid price. "10.

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

or only for those items that receive winning bids during the AutoExtend period. Number of Extensions Select a value from the drop down menu to set the maximum number of times the auction can be extended. 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 you specify that each AutoExtension is 20 minutes : o o Each AutoExtension will last for 20 minutes after the start time you specify. If the approver rejects the decision.Oracle Sourcing Help You must specify the duration (in minutes) of each AutoExtend. For example. the purchasing document will not need to be changed in the future.1. This ensures that. Page 68/209 . a notification is sent to the creator who can then begin generating the purchasing document. a notification is sent to the next approver in the approval chain. a notification is sent to the first approver in the approval chain requesting that the approver view the decision.1. 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. once created. 2. Once you have saved your award decisions. Lines to AutoExtend You can extend bidding for all auction items.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. This setting also determines the end-of-auction window (the AutoExtend period) during which a winning bid triggers an AutoExtension. The approval cycle continues until all the required approvers have viewed and approved the decision. a notification is sent to the negotiation creator. which the approver can accept or reject. If the approver allows the decision. The AutoExtend period is determined by the length of each AutoExtension (see above). Once the decision has been approved.

From the search results. Click Add Invitation List to apply a predefined list of suppliers. you can choose to open your RFQ to all suppliers. Bidders will see your auction when they search using the Active Auctions page.13 How do I invite suppliers to participate in my negotiation? Participation in RFQs Participation in RFQs is by invitation only by default. you do not have to explicitly invite any suppliers. Inviting suppliers After entering your negotiations description. Even though the auction is already open to them. line(s). select the suppliers you wish to invite and click Invite. you can choose to also send certain bidders notifications of a particular auction to encourage their participation. You can select the bidders you wish to notify from a list of suppliers. To invite specific suppliers see Inviting Suppliers below. 2. Participation in Auctions Unless you specified differently on the negotiation Controls page. To invite specific suppliers see Inviting Suppliers below. auctions are open to all bidders by default. select the specific site you wish to invite to the negotiation. you can apply a predefined invitation list that identifies these bidders. or if you frequently invite a certain group of bidders. If there are multiple supplier sites (Supplier Site is another term for Address Name). 3. and you must invite at least one supplier. Search for and select the Invitation List you want to apply.Oracle Sourcing Help 2. business terms and conditions. You can use the same list for all negotiations.1.1. You can restrict your auction to bidders you specifically invite by selecting the appropriate control on the negotiation Controls page. You return to the previous page. Select how you wish to search for suppliers: o o Click the Add Supplier to search for and add suppliers to your invitation list. and any response controls. Different sites for the same supplier can each submit a response. you can create a participants list on the Create Negotiation: Suppliers page: 1. However. Page 69/209 . If you do.

6.1. Amendments can be created anytime after the preview date/time (or open date/time. 2. Additionally. If the contact is unregistered. Note: You can also invite additional suppliers while the negotiation is in progress.Oracle Sourcing Help If there are multiple contacts for each site. deletions. the user can participate in negotiations. 12345. these can be changed on the Create Amendment: Contract Terms page. select which contact you wish to notify about this negotiation from the Contact menu. Change the negotiation rules on the Create Amendment: Controls page if necessary.. On the Create Amendment Header page. 5. Notice that the negotiation number has now been given a suffix.. if no preview date/time was specified) and before the close date/time. The supplier user receives an email notification with the negotiation invitation and a link to access the user registration page. 2.1. To create an amendment to a sourcing document: 1.14 How do I create an amendment to a negotiation? After publishing a negotiation. 4. use the active negotiation's negotiation summary page. select Create Amendment from the Actions menu. If Oracle Procurement Contracts is implemented. You cannot add or delete suppliers on the Create Amendment Suppliers page during an amendment. This update is called an amendment. This suffix is incremented every time you create a new amendment for this document. 3. On the Create Amendment: Lines page. On the negotiations summary page. 1. Once the registration request has been approved. 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. Page 70/209 . if you know the e-mail addresses of any other contacts at the company (including possibly a distribution list). 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.. You go to the Create Header page. To invite new suppliers. Your invitees will receive email notifications inviting them to participate once the negotiation is successfully submitted. enter any line changes. for example. the buyer can update information defined in the document if necessary. The system sends notifications to the invited suppliers providing them details of the negotiation. a notification is sent to invite the contact to register and participate in the negotiation. or updates to line information if necessary. additions. and there are clauses and deliverables defined to this negotiation.

2. 2. or delete any of the negotiation information provided by the template by proceeding through the steps of creating a negotiation. or auction) to create a new document of the same type. 3. 2. Line attributes can then also be weighted to indicate the relative importance of a single attribute among the other weighted attributes. and delivery. click Apply Template. allowing respondents not only to respond to the price. no new responses can be received on the previous negotiation. Once you click Publish. edit. and how do I use them? Line attributes enable a buyer to define multiple line-specific attributes. All suppliers will be required to acknowledge the amendment and resubmit their responses to be eligible for award.1. but also to other features and performance characteristics of each line. Search for and select the template you want to apply.1 How do I use negotiation templates? You can use a document template of a specific type (RFI. select the template and click Apply to create a new negotiation with this template. You can add to. RFQ.2 What are line attributes and attribute lists.2. Page 71/209 . On the Create: Header page. the Submit button changes to Publish. Click the appropriate link under the Create area of Quick Links on the Negotiations Home page. The buyer can define unique line attributes. you can submit the amendment for approval by clicking Submit for Approval on the review page. These attributes may either require a response or no require a response from the supplier. On the results display. If you have approvers identified on the Collaboration Team on the Create Header page. Approvers will receive notification that they need to approve the amendment.2. quality. To use a sourcing document template: 1.1. You can review the new changes compared to the current active negotiation by clicking Review. See How do I create and edit negotiation templates? for instructions on creating negotiation templates. 4. You can save the amendment as a draft at anytime during the creation process if you click Save Draft. When creating a negotiation. 8. the buyer can score attribute values to indicate the relative preferability of different responses.1. Spreadsheets and Lists 2.2 Templates.Oracle Sourcing Help 7. Once approved (or if approval is not required). Draft amendments are available on the Negotiations Home page if you click Drafts in the Manage Quick Links section.

each type has its own template(s). participation controls. click "Create New Template. and use the template). For example. The reusable lists allow buyers to standardize the information they wish to include with specific lines during negotiation creation. add to and edit details of the negotiation (as necessary).attributes. 2. . 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. you simply apply the template to the negotiation. terms and conditions.you may want to create a negotiation template that you can use each time you create a new negotiation. You can create as many templates as necessary. all technical attributes can be placed one group while all non-technical attributes can be located in another.or company-wide negotiation attribute lists for repeated use. especially if several buyers are collaborating on the analysis.1. RFQs. Attribute lists let a system administrator create system. Your negotiation template contains the features that are similar among the negotiations you commonly create. edit.2. complete the following fields (required fields are marked with an *asterisk): *Template Name Description *Access. and buyer's auctions are different documents. If you Page 72/209 . etc. On the Step 1: Describe Your Template page." 3.Oracle Sourcing Help Attributes are assigned to a predefined Attribute Group. Since RFIs. You can create both "private" templates (templates that only you can view. and publish your negotiation. edit. Creating a new negotiation template 1.3 How do I create and edit negotiation templates? If the majority of the negotiations you create contain the same features . 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. Click the appropriate create link under the Templates area of Quick Links on the Negotiations Home page. Your template status will default to Active. This allows you to organize attributes in relevant groups for analysis. Grouping allows the arrangement of data that is easier for both the supplier to respond to and for the buyer to analyze responses. On the Templates page. Active templates can be used immediately to create new negotiations. When you create a new negotiation using a template. Using a template saves time by streamlining the creation process. 2. you must be assigned the appropriate authorization by your system administrator.

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

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

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

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 .

Page 77/209

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

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

See "What information must I provide to describe my negotiation header"? After you have defined the negotiation header. navigate to the Attributes table and click Add Another Row.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.1. To enter a line attribute. PPM Defect Rate. 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. You can accomplish the by specifying weighting and scoring values for your line attributes. Grade). 3.3. To use weighting and scoring when defining a negotiation: 1. 5. 2. click "Lines" in the navigation bar in the top left hand corner. See What are line attributes? for information about defining line attributes. 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. use the instructions in "How do I add lines to a negotiation"? to enter the line data and other required and optional line information. Groups are used for categorizing attributes. Select a ranking method if the Sourcing Super User has set the system up to allow you to change ranking methods. The system can then include the suppliers' responses to your line attributes when calculating the best response. When the page refreshes. o Attribute Type Page 81/209 .Oracle Sourcing Help Price $300 Total Score: (100 * 50) + (50 * 30) + (100 * 20)/100 = 85 Price to Total Score Ratio = 300 / 85 = 3. 4. o Group Select one of the predefined attribute groups. Make sure you select Multi-Attribute Scoring from the Ranking menu. *Indicates a required field: o *Attribute (up to 240 characters) Name your line attribute (for example: Mileage. enter your line attribute information. On the Lines: Create Line page. On the Create: Lines page. Select Online from the menu and click Go. and you do not wish to use the default.

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

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

Buyers can specify when they create the negotiation how much they anticipate paying for these additional costs. For example. Such costs could include services such as training or consulting. the supplier's response prices to the price elements will not be rolled up into the line total price. This is because in the absence of a line response quantity.6 What are Reusable Price Element Lists.Oracle Sourcing Help o To set the weights for all attributes equally. the supplier's response values for fixed-amount type price elements cannot be converted to a unit price. Once you have created a price element list. You can create new price element lists or edit existing lists. 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. or discrete costs such as shipping fees. the system will assign weights as equally as possible. 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. Support supply chain operations more efficiently by recognizing and analyzing how one organization's performance and costs affect another organization. Page 84/209 .3.5 How do I use price elements? Price elements allow a buyer to identify additional costs associated with a particular negotiation line. If there are an odd number of attributes. Identify hidden activities or "cost drivers" to facilitate improved analysis and decision-making. Note: If the negotiation outcome is a blanket purchase agreement. you might create a price element list identifying normally expected transportation costs. click Equalize Weights. To create a new price element list: 1. 2.1. Take into account any additional costs or charges when considering outsourcing a project. freight charges or import duty fees. Price elements allow you to: Identify suppliers with the lowest total cost per line not just the lowest item price. These costs can then be negotiated between a buyer and supplier just like the item price. 2. for example. Or you might create a list that identifies additional services such as consulting or training that will be required by a particular negotiation item. you can apply that price element list to any negotiations (RFQs or auctions) containing items to which those price elements are applicable.1. You must be assigned the Create Reusable Price Element Lists job function to create these lists.

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

You specify 20$ as your start or base price. and how do I use them? Price breaks allow you to negotiate line prices with your supplier based on characteristics of your order.3. 6.Oracle Sourcing Help To edit a price list: 1. The search results display any price element lists matching your search criteria. You can then enter different assumptions into the system and have it calculate which response is the best. 2.7 What are price breaks. You then set up two quantity-based price breaks. 4. The first offers a price of 19$ per unit if buying more than 100.1. On the Price Element Lists page. For example. 7. add or delete price elements from the list. and you may specify several quantity levels and the prices you are willing to pay at each. If any price elements are inactive. (This returns all price element lists using that price element. On the Edit Price Element List page. When you have entered the search data. The new list is validated. click Go. you can o o o update the description for the price element list.) 3. Example: Assume you are purchasing PC keyboards. Active or Inactive). For each (non-amount-based) line in your negotiation. To edit the list. The first few words of the list description. Page 86/209 . 5. The name of any price element defined to the list. you can either click the price element list name link. 2. Your suppliers respond to your negotiation specifying their responses to your price breaks. When you have finished making your changes. The second offers a price of $18 a unit if purchasing over 500. you can define as many price breaks as are appropriate. For these price breaks. change the price element list status. you receive the responses shown in the table below. you may expect to receive a discount from your supplier if you buy a large quantity of units. Or you may be willing to pay more per unit if your supplier can ship the order to a special location. you receive an error message. click Apply. search and select the list you want to edit. or select the price element list and click Edit. Click the Price Element link under Reusable Lists on the Quick Links section of the Negotiations Home page. or by a certain deadline. The list status (Any. You can search for a particular price list by : o o o o The list name.

you can only define price breaks on goods-based line items. If a line's price breaks are cumulative. You can allow suppliers to respond with new price breaks of their own as well as edit any price breaks that you suggest.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. For each line. You can control the ability of your supplier to respond to your price breaks. if you buy 550 PC keyboards. Click Select Price Break Settings. the effective date values are not available for price break usage. given the price break structure defined in the table above. You can specify what the supplier's response to the price break should be. For example. Click Select Price Break Settings to access the Create line: Select Price Break Setting page. 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. if you buy 120 PC keyboards. Supplier 1 is the best response. However. Setting Up Price Breaks You can only define price breaks for documents with an outcome of blanket purchase agreement. the system will identify Supplier 2 as the best response. the break accumulates as the quantity increases. or your can restrict them to only offering price responses to the price breaks you define. Page 87/209 . Additionally. Be sure it is not an amount-based line type. To enter price breaks: 1. On the Line: Create Line page. 2. you can enter assumptions into the system and it will calculate which response is the best. If the price breaks are cumulative.

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

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

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

3. You have the choice of canceling only the event or canceling the event and all negotiations associated with it as well.Oracle Sourcing Help Using price elements Price elements identify additional item costs beyond just price. and an inactive date. Click OK. Click "Event" under the Create area of Quick Links on the Negotiations Home page. 2.1. To cancel an event.2 What is a sourcing event? A sourcing event is group of related negotiations. you can associate negotiations with the event while creating the negotiation on the Create Header page. This takes you to the Manage Events page. Page 91/209 . Your event is opened as soon as it is created." Note that any draft negotiations associated with this event are not shown. You can continue to associate negotiations with the event until the event's inactive date is reached. You can then start associating negotiations with it. You can continue associating negotiations with the event until its inactive date is reached. You may want to create a sourcing event if you need to monitor several related negotiations as a group rather than individually. you first create an event. 3. Such costs could include service related costs such as training or consulting services. You may also want to create an event if you want to encourage respondents to participate in multiple. click the event number link. description. enter a title. Once the event is created. 2. To see event details. or promise date 2. To use events.4. delivery location. To see the negotiations associated with the event. select the event and click "View Negotiations. To create a sourcing event: 1. 4. 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. 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. similar negotiations. To manage a sourcing event: 1. On the Create Event page. click Cancel.

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

The items in your draft negotiation carry information from the backing requisitions.Oracle Sourcing Help You can download and use spreadsheets to efficiently create and award RFQs and auctions having many line items. you can access drafts for editing or submission. you can create a draft of the RFI/RFQ/auction and save it for later editing or submission. but other information. After creating a draft negotiation using requisition information from Oracle Purchasing. Using draft negotiations created by AutoCreate in Oracle Purchasing When you AutoCreate requisitions into a Sourcing RFQ or buyer's auction. Using draft RFQs/auctions You can create and save an auction intending to submit it later. you can save your draft from any of the subsequent pages by clicking Save Draft.1. Initially creating a draft Once you have completed the Step 1 Describe page. Oracle Sourcing creates a draft negotiation which includes all the requisition links you selected. A confirmation message informs you that your draft has been successfully saved. or the creation process involves collaboration between several people. 2. 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. Or you can use the Manage Draft Negotiations page in Oracle Sourcing to access and submit the draft at a later time. 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. From this page. These draft documents also allow multiple collaborators to work on the same document.4. such as operating unit and functional currency are not. you can use the Autocreate feature of Oracle Purchasing to select and group requisitions to create draft RFQs or auctions. or auction in a single session. you can immediately access and edit the draft to continue creating your negotiation. RFQ. Some of this information. Page 93/209 . Creating RFQs/auctions using Autocreate If your company has licensed both Oracle Purchasing and Oracle Sourcing. such as item quantity and need-by date are updateable. In each of these cases.

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

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

Edit your new negotiation by continuing through the creation steps. 2. conditions.6 How do I copy a sourcing document? You can copy sourcing documents that you or any other users in your organization have created. 5. If there are multiple deliverables to define. click Contract Terms in the navigation bar at the top left side of the page. and deliverables are available if Oracle Procurement Contracts is implemented). 2. You can copy an existing document to create a new document of the same type (RFI. You can click the negotiation number to see details about the negotiation. You need the Contracts Terms Library Administrator responsibility to create and maintain clauses and contract templates in the Contract Terms Library. or auction).4. Once the page refreshes. then click Submit for Approval if approvers are specified for this negotiation. You can use contract terms to specify legal and other requirements for your negotiation.4. Note that you will have to specify new Open Date and Close Date values 6.1.Oracle Sourcing Help 6. Search for the negotiation you want to copy. 2. you can click Apply and Create Another. Click "Copy" under the Create section of Quick Links on the Negotiations Home page. and how do I use them in my negotiation? If Oracle Procurement Contracts is installed and licensed. To copy an existing negotiation: 1. Note that most of the information you defined previously is carried forward into the copy. When you have finished creating your new negotiation. 3.1. you can define your next deliverable. To apply contract terms to your sourcing document: 1. you can create contract terms and apply them to your negotiation. Page 96/209 . This includes any contract clauses or deliverables (terms. Once you have found the negotiation you are interested in. After you have finished defining your deliverable. RFQ. click Review. click the Copy icon at the right of the page. otherwise click Publish to open it for responding. click Apply.7 What are contract terms and 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. 4. On the Create Negotiation page. Clicking Copy places you on a new Create Header page with the existing information inserted. Verify your negotiation information.

5. search for and select a contract template from the list of values. 4. If you receive any error messages.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. 3. This includes all the other tasks such as creating your header. Click Apply Template. you must correct them and validate again. 2. The Create Lines page displays any lines AutoCreate created using requisitions in Oracle Purchasing and allows you to create additional lines if necessary. To view the backing requisition information during negotiation creation: 1. 2. you can access it and continue creating your negotiation. Along the way. The Requisition Line Details page displays information in the following areas: o Requisition Page 97/209 . delete or modify text. You can see this line information on the View Requisition Line Summary display. specifying negotiation controls. 3. you may wish to view the requisition line information for the lines that AutoCreate carried over from Oracle Purchasing. you may need to view the demand linked to a particular negotiation line. click the requisition number link to view detailed information on the line. Or you may need the name of a contact who can answer questions you have about the negotiation line. On the Requisition Summary page. You can add. 4. 6. and then click the Details icon. You can edit the clauses applied by the template as needed. For AutoCreated lines. Select Validate from the Actions menu to verify the validity of the contract terms you are defining. and possibly inviting suppliers. click the requisition number link. See the Oracle Procurement Contracts online help for instructions on modifying clauses. When you have completed your contract terms. For example. See the Oracle Procurement Contracts online help for information on using contract templates. adding any additional lines. continue by either clicking Suppliers to define a supplier invitation list. or clicking Review to inspect the negotiation prior to publishing it. Once the new draft negotiation has been created.4. On the Create Contract Terms page.Oracle Sourcing Help 2.1. After you have created your header by adding a title (and adding/modifying any other information) clicks Lines in the top left navigation bar. 5.

2.4. but more of a service or activity. 2. buyers can nominate collaboration team members to participate in the creation and administration of the sourcing document. the quantity and unit of measure defaults to the values defined by your administrator and is display only. For the line whose requisition information you wish to view. Page 98/209 . awarding business to supplier. A category value may also appear if your administrator has defined a default category for that line type. Each member can be assigned specific tasks. If you select a line type that is amount based. 4. For example. The possible values are defined in Oracle Purchasing. Buyers can optionally grant full access to some team members while restricting others to read-only access. click the number link in the Requisition column. This takes you to the Requistion Detail page. This takes you to the Requisition Summary page.1. This includes the entire life of the sourcing document from the initial creation to the award process. and some team members may be required to approve the final document before delivery to potential suppliers.10 How do collaboration teams work? When creating a negotiation. Click the number link in the Line column. you can specify that an item is amount based by selecting an amount based Line Type value. and creating document outcomes. you might need to negotiate training or consulting services.9 What are amount based line types. Such activities can be negotiated by using amount based line types.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: 1.1. 3. and how are they used? Sometimes the item you need to negotiate is not a number of discrete units. Such tasks could include defining the item attributes. click the Lines subtab. When you create a negotiation. inviting additional suppliers.4. Access the negotiation. From the negotiation summary page. 2.

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

4. Global agreements: Page 100/209 . Hierarchy The document can be viewed only by the creator. when the target date is. See How do collaboration teams work? for more information on collaboration teams. 2.Oracle Sourcing Help If that member has been assigned a task. and the Security Hierarchy members defined in Oracle Purchasing for that document type.1. Execution against global agreements can be performed by multiple local operating units.1. the creator's manager.4. 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 members of the document collaboration team (if any). 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. All members identified as approvers must approve the final version before the document can be published.13 What are global agreements. 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. the creator's manager.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. There are three possible security levels a buyer can select: Public The document can be viewed by any other buyers in the buying organization. Other members can be selected as approvers of the document. selected members can be assigned specific tasks which they must complete. Also. 2. For example. some collaborators can be defined as having read-only access. and if so. Private The document can be viewed only by the creator. members of the document collaboration team (if any).

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

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

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

Page 104/209 . and then click Go. 2. 11. Job Details. and Category will default according to the Job you select. Create attributes as needed to solicit any additional information for this line. fixed-price line: 1. click Contract Terms in the navigation bar at the top left side of the page. See the Oracle Procurement Contracts online help for information on using contract templates. Follow steps 1 and 2 above. To apply contract terms to your sourcing document: 1. add notes or attachments to the supplier. To define a temporary labor. On the Lines: Create Line page. Search and select a Job from the Job menu. Finally. On the Create Contract Terms page. To define a general services fixed-price line 1. fixed-price line type. Finally. and how do I use them in my negotiation? If Oracle Procurement Contracts is installed and licensed. On the Lines: Create Line page. 2.2. Follow steps 1 and 2 above. 2. You need the Contracts Terms Library Administrator responsibility to create and maintain clauses and contract templates in the Contract Terms Library. On the Create Negotiation page. Create attributes as needed to solicit additional information for this line. and then click Go. 2. 6. 3. Continue defining the remainder of the negotiation. Continue defining your negotiation. 4. Finally. You need the Manage Contract Terms responsibility to create and maintain contract terms on negotiation documents. 3. 4. search for and select a contract template from the list of values. Continue defining the remainder of the negotiation. 6. 5. You can use contract terms to specify legal and other requirements for your negotiation. make sure you select a temporary labor. Using contract terms is an easy way to create and maintain standardized contract text which can be customized as needed. The Description. 5. make sure you select a general services.Oracle Sourcing Help 10. you can create contract terms and apply them to your negotiation. fixed-rate line type. add any notes or attachments to the supplier. add notes or attachments to the supplier.4 What are contract terms and conditions. Provide the line with a description and select a Category value.

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

You can also use the Graphical Monitor to view and compare responses to your negotiation. Once the buyer has received all the bid/quote information. On the negotiation summary page. 2. click Full List. From the negotiations summary page. To see the complete list of negotiations you created. Clicking the number of your negotiation takes you to the negotiation summary page. click Full List. Select a contact for the supplier and click Create Surrogate Bid/Quote. 6.Oracle Sourcing Help Note that the Your Negotiations at a Glance section shows a limited number of entries based on time remaining. Page 106/209 .2 How do I monitor the negotiations I have created? Access the negotiation you wish to monitor. 2. Sign on to Oracle Sourcing with Sourcing Super User responsibility. and then click View Response History to see information on responses to this negotiation. 4. you can either Select View Response History from the Actions menu and click Go. enter the Bid/Quote Received Time. 3. a surrogate bid can be entered into the negotiation.3. access the negotiation in which you wish to bid by clicking its number. On the Create Surrogate Bid/Quote: Select Supplier and Contact page.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. On the Create Bid/Create Quote page. 2. Click the Responses number to access the Details page for the negotiation. Continue from the Terms and Conditions page with regular a response if terms and conditions are required. You also search for all open negotiations to which you have access. Negotiations in which you are participating appear under Your Negotiations at a Glance. From the Negotiations Home page. 7.3. 5. Oracle Sourcing buyers can place surrogate bids on behalf of such suppliers. and click Go. select Create Surrogate Quote/Bid from the Actions menu. Click the negotiation number to access the negotiation summary page where you can see information on the negotiation. If you do not see your negotiation. To place a surrogate bid on behalf of a supplier: 1. It is when the buyer receives the offline copy of the response or when the supplier mails/faxes the response. enter the name or contact of the surrogate supplier in the Supplier field and click Go.

click the number link in the Responses column. To view information on responses. From the Negotiations Home page. o To view the information about the negotiation such as item information. select the line and click Analyze. 5. To use Your Negotiations at a Glance: Under the Your Negotiations at a Glance area of the Negotiations Home page.3.5 How do I use the Graphic Monitor to compare competing quotes or bids for a particular negotiation line? For any line in your negotiation. Note that the table displays only a limited number of entries. All participants can view the graphical monitor in open style negotiations. 3. Page 107/209 . 4. select the negotiation and click the Graphic Monitor icon. then click View Monitor. Select a negotiation item. response controls or invitation list. To compare negotiation attribute values for competing responses: 1. you may receive responses from multiple suppliers. click Full List. 2. To view a complete list of your negotiations.Oracle Sourcing Help 2. Select the line(s) whose responses you wish to inspect and choose the type of monitor you wish to view . Only buyers can view the graphical monitor in blind style negotiations.Price/Score by Time or Price by Score.3. 2. perform a simple or advanced search to locate the negotiation whose responses you want to compare.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. To view messages sent to you from suppliers (if any) click the number link under the Unread Messages column. On the Analyze Line page. identify the negotiation you wish to view. click the negotiation number link. From the Search Results display. o o o Note: The graphical monitor is not available for sealed style negotiations until they are unlocked. select the responses you wish to compare and click Compare. click the graph icon to the right of the negotiation. To perform a side-by-side analysis on all responses to the line. You can easily compare the negotiation attribute values for these competing responses. To view the graphical monitor of a negotiation.

Note that there may be two other charts available on the page depending on how you defined your negotiation attributes. select Export Quotes/Bids from the Action menu.3. To download responses: 1. On the Negotiation Summary page. From the Your Negotiations at a Glance section. Save the file. If you have never used spreadsheet files before. click the negotiation number for the negotiation to access the Negotiation Summary page. Open the file and complete it according to the directions in the Instruction file. 4. The Price Analysis chart compares the calculated line prices offered by the responses. 2. You can display these charts by clicking the triangular icon labeled Show Chart. 5. If you defined price elements to be included in your price calculation. You can also update the spreadsheet with your award decisions and then upload it to identify winning responses. The Analyze Line: Compare Quotes/Compare Bids page displays a sideby-side comparison of the response details for all responses you chose to compare. 3. You can download bids whether the negotiation is open or closed. If you did not use price elements in your negotiation. select the type of spreadsheet you wish to down load. Page 108/209 . Save the file to a convenient location. 2. The Attribute Group Scores chart compares competing responses in terms of attribute group totals. You can use an Excel spreadsheet file or a text spreadsheet file. you should also download the Instructions file. You can pause your cursor over each section of the bar to see the exact response value to that segment. On the Export Quotes/Bids to Spreadsheet page. This is useful if you have received a large number of responses and want to compare them offline. the chart will show the total price calculated by combining all the responses to the price elements.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. 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. Each response is identified by its response number. If there are any attachments.Oracle Sourcing Help 6. These charts compare different aspects of the responses.

2.You can use AutoAward to have the system pick the best award. You can analyze by line or by response (you obtain different information depending on which type of analysis you perform). AutoAward uses the ranking capabilities and methods available in Oracle Sourcing to obtain its best award recommendation. side-by-side display of all the responses. If you select a line and click Graph Price. However. click Analyze by Bid/Analyze by Quote from the Actions menu. or where the response does not include responses to all negotiation lines. including that response's rank. 2. select Analyze by Line from the Actions menu and click Go.Oracle Sourcing Help 6. The Analyze by Bid/Analyze by Quote page shows the response details from the different suppliers. o You can select any one entry in the table and click Graph Price or Analyze. The Compare Header Attributes page presents a side-by-side comparison of the attributes. 3. You can click Compare to obtain a more complete. AutoAward can also use calculations available from Multi-Weighted Page 109/209 . 2. From the negotiation summary page for this negotiation. After you have completed your award decisions. standard award. To analyze by response: 1. 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. the resulting Monitor page shows your responses in a graph : If you select a line and click Analyze. To analyze by line: 1.3. You can inspect the header attribute values (if any) by selecting multiple supplier responses and clicking Compare Header Attributes. 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. it will use the the price being offered by the supplier for the most basic way method of ranking responses. o To use the AutoAward recommendation AutoAward is a feature you can use when you need a quick. the resulting Analyze Line: page displays additional information about the responses to that line. And if there are may lines or lines with complex attributes.7 How do I analyze the responses I have received? There are several ways of analyzing the responses you have received for your negotiation. You can see the number of active bids against each line and the best quote/bid determined by the system for that line. upload your awards into the system. On the negotiations summary page. For example. you can also use a spreadsheet to perform your analysis offline. as well as additional information about each line including any backing requisition information.

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

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

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

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

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

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

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

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

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

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

Page 120/209 . This note is included in the notification that will be sent. 2. In any of these cases. Click Apply. 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. enter the new date and time you want to close the negotiation or choose to close it immediately.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. On the Close Early page. Under the Your Negotiations at a Glance section of the Negotiations Home page. On the negotiation summary page.3.3. To close your negotiation early: 1.16 How do I cancel a negotiation? Sometimes. select the Cancel RFQ/Cancel Auction option from the Actions menu and click Go. This update is called an amendment.Oracle Sourcing Help 2. 3. or the items are no longer needed. 1. If desired. Click Apply. 3. 4. Amendments can be created anytime after the preview date/time (or open date/time.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. 2.3. select the Close Early option from the Actions menu and click Go. Note that you cannot manually close an auction after its first AutoExtension has been triggered. The system notifies all the invitees and participants of the cancellation. the responses to your negotiation do not meet your needs. the buyer can update information defined in the document if necessary. 5. or the terms of the responses are not acceptable. if no preview date/time was specified) and before the close date/time. click the negotiation number for the negotiation you wish to cancel. you can enter a text note to participants explaining why you are canceling the negotiation. 2. If you do not see the negotiation. Also the line requirements have changed. On the negotiation summary page. there may have been too few responses. you may wish to simply cancel the negotiation. 2. enter a note to your suppliers. click Full List. On the Cancel page. click the negotiation number for the negotiation you wish to close. 4. For example.

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

On the Negotiations Homepage. search for the negotiation you wish to print by clicking the Negotiation Number link. or save it to a location on your machine and review the document there To print contract terms only: 1. When the prompt box appears. select Print Document from the Actions menu. 4. the clauses and deliverables are printed as well. Once you have submitted your negotiation's award decision. Click Preview Contract Terms. open and inspect the print directly. 2. but there will only be data displayed after the recommendation has been submittted. search for the negotiation for which you wish to print the contract terms by clicking the negotiation number link. These negotiations are listed under the Your Negotiations at a Glance section. Click the Contract Terms link in the navigation bar. 2. On the Negotiations Home page. To print a negotiation (for buyers): 1. search for the negotiation you wish to print. open and inspect the print directly.Oracle Sourcing Help defined to the negotiation. your award decision must be approved before you can begin to create a purchasing document. click Full List. 3. 2.19 How do I view the approval history for my negotiation? If you selected the "Require award approval" negotiation control. Access the negotiation by clicking its negotiation link. you can view the approval status of your negotiation. When the prompt box appears. 2.3. Page 122/209 . On the negotiation summary page. open and inspect the print directly or save it to a location and review the document locally. If Oracle Procurement Contracts is implemented and the sourcing document has contract terms attached to it. On the negotiation summary page. When the prompt box appears. If you cannot see all your negotiations. select Print Document from the Actions menu 3. You can view the approval history at any point. On the Negotiations Homepage. 3. or save it to a location on your machine and review the document there. To print a negotiation (for suppliers): 1.

See the Alert column for important information on the deliverable's status. click Apply. You can easily view the status of all your deliverables. a buyer may ask a supplier to provide copies of personnel certification. 2.Oracle Sourcing Help To view the approval status of a negotiation: 1. click the Update icon. click the entry in the Deliverable Name column. Navigate to the summary page for the negotiation 2. To see information on the negotiation to which the deliverable is assigned. This allows you to quickly pinpoint any negotiations that are at risk because a deliverable has not been provided. On the Update Deliverable page. The Award Approval History page shows who has approved your award recommendation and the approvals remaining in the approval chain. Page 123/209 . If Oracle Procurement Contracts is installed and licensed. or add a new attachment. enter enough search values to restrict the results to the deliverable(s) in which you are interested. you can create and manage deliverables for your negotiations. Click "Deliverables" under Manage in the Quick Links section of the Negotiations Home page. For example. 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. On the Manage Deliverables page. o o o To see information on the deliverable. Modify or delete an existing attachment. 4. At any point in time. To view and update your deliverables: 1. click the entry in the Document Number column. scroll if necessary to find your deliverable. 3. To update the information on a deliverable. 5.20 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. or delivery schedule before the buyer will consider finalizing a contract with that supplier. When you are finished updating the deliverable information. you may have many negotiations in progress. some of which will require deliverables. a detailed project plan. Select View Award Approval History from the Actions menu. When results are displayed.3. 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).1 How do I view the responses I have received? 1. Additionally. 2.3 What are the different methods I can use when performing awards? Once you have closed your negotiation and analyzed the responses you received. other users from your company who have the appropriate function security can also unlock and unseal your RFQ/auction. On the Confirmation page. 3. An RFQ/auction can only be unlocked and unsealed after it is closed.4. Close the negotiation if it is still open. You can accept and use the decisions generated by the AutoAward feature. 2. From the Your Negotiations at a Glance section of the Negotiations Home page. Page 124/209 . you can make your award decisions.Oracle Sourcing Help 2. click the number link in the Quote/Bid column. 2. Note: You will always be able to unlock and unseal an RFQ/auction you have created. an RFQ/auction cannot be awarded until it is unlocked. 4.4. There is an entry for each supplier who has placed a quote/bid in the negotiation. You can divide an individual line among multiple suppliers. 3. The resulting page shows details about the response. click the negotiation number link of the negotiation you wish to see. 2." 4.4 Awarding Negotiations 2. On the negotiation summary page. 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). In addition. In addition.4. On the negotiations summary page. You can award an individual line to a single supplier. select Unlock from the Actions menu and click Go. To see details about a particular response. Select Unseal from the Actions menu and click Go. To unlock and unseal an RFQ/auction: 1. The Quote/Bid History page displays the responses the negotiation has received. click "Return to Negotiation Summary.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. select View Quote/Bid History from the Actions menu and click Go.

enter award information. you might wish to award supplier B the first 60 monitors and award the remaining 40 to supplier A. but supplier B offers to sell 60 monitors for $500 each. Any lines the supplier did not quote/bid on are not awarded. For example. Dividing a negotiation line among multiple suppliers If necessary. you can select View AutoAward from the Actions menu to see the award decisions made by AutoAward. You can use the AutoAward's decisions by clicking Accept Recommendation. and supplier A offers to sell 75 monitors for $600 each. If the supplier offered only a partial quote/bid.Oracle Sourcing Help You can download the responses into a spreadsheet. Page 125/209 . On the AutoAward Recommendation page. click "Show" in the Details column. 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. While on the negotiation summary page.. the award decisions are saved as a draft and can be reviewed in the Award Summary page. you enter this information into the spreadsheet and upload it back to the system. 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. After you have made your award decisions. if you are looking to buy 100 monitors. the supplier is awarded as many units as were quoted/bid. All the lines on which the supplier quoted/bid are awarded to that supplier. 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. To see detailed information about AutoAward's decision (such as the winning responses picked by AutoAward and the quantity awarded to each). 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 may wish to download the responses you received to a spreadsheet file and save it locally. The remaining units remain unawarded. and upload the spreadsheet back to the system. you can split a line between multiple suppliers. You can then access this file and review the responses offline. AutoAward decisions are based on the response ranking generated by the system. Using spreadsheet download If your negotiation has many lines or complex lines having many attributes or price elements. you can see the information on AutoAward's decision.

Oracle Sourcing Help Page 126/209 .

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

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

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

Oracle Sourcing Help

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

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

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

Oracle Sourcing Help

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

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

You receive two bids as follows on the auction item:

Bidder Office Supplies Your PCs

Bid Quantity 30 30

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

Page 131/209

Oracle Sourcing Help

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

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

4.4. 2. Use the Search Negotiations fields at the top of the Negotiations Home page to perform an Advanced Search. you can do an advanced search looking for negotiations with a status of Award). there is a triangular +/. click the number link for the negotiation to see the details. On the Negotiations Search page. 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). This information is stored and can be viewed even after you have closed. o Create Order Negotiations for which the allocation process is in progress or for which the purchase order creation process has been initiated. select one of the following Status values and click Go. 2. Page 135/209 . Locate the negotiation whose business you have awarded (note that from the Negotiations Home page. 1. 3. awarded and completed the negotiation. Use this icon to show or hide the detail information for that entry. On the Award Summary page. 3. o Closed Negotiations which have been closed. you can use the subtabs to toggle between the Supplier and the Line views. For each entry in the table. 2.11 Can I see information on my negotiations once I have completed awarding them? In many situations. On the negotiation summary page. select Award Summary from the Actions menu and click Go.icon in the Details column.Oracle Sourcing Help To display the Award Summary page: To use the Award Summary page. you must have closed the negotiation and made some award decisions. it can be helpful to review award decisions you have made in the past. o Completed The award process is completed and a purchase order has been requested or a purchase order has not been requested. To see prior award information: 1. From the list of search results. These negotiations could be taken to a subsequent round of responding or could have their award process initiated. Click the link in the Number column for the negotiation.

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

4. you can use the wild card (%) as necessary The search process varies depending on what you are searching for. You can optionally indicate whether acceptance is required for the resulting purchase order document. If you require acceptance. 2.1 Searching How do I search for information on Oracle Sourcing? There are many times when using Oracle Sourcing that you need to search for information. Page 137/209 . Searches are conducted using a search criteria and one of that criteria's search value. A notification is sent to the supplier requesting a signature to indicate acceptance after the purchase order is approved by any internal approvers. To save time and perform accurate searches. If the supplier accepts the document. Once the negotiation is closed for responses. you can require that the supplier sign and accept the document. In most cases when specifying a search value.5 2. When you are creating the purchase order document. Document Only Suppliers are required to accept the entire document. you have the choice of four levels: None No acceptance is required.Oracle Sourcing Help 2. Document or Shipment Supplier can accept the document or individual lines. Document and Signature You and the supplier must sign the document to indicate acceptance.13 What is contract binding? If Oracle Procurement Contracts is implemented. Some examples include searching for negotiations in which to participate. This option uses Workflow notifications to obtain signatures online. Once both you and the supplier have accepted the purchase document. or finding reusable invitation lists to apply when creating a negotiation.5. Suppliers can use iSupplier Portal to accept the document or can request that you enter acceptance on their behalf. 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. you can award business to selected suppliers and subsequently initiate the purchase order/contract creation. use the search tips below. it is ready for execution. you are sent a notification requesting your acceptance as well.

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

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

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

3.Oracle Sourcing Help 2.7 Searching for lists When creating a negotiation.1. Enter as many search values as required to efficiently qualify your search. The Search Results display shows all addresses that matched your search criteria. From the Search Results display. however. many attributes default according to the organization you select. use a wildcard. you can search for all price element lists that contain a particular price element. The system performs a begins with search using any search values you entered.5. a search on br% returns only Brussels. In some cases. On the Search and Select page. 2. there are many predefined lists which you can apply to your negotiation to save time and standardize your sourcing practices. select the list and click the appropriate links or buttons to process the list if necessary and to apply it to your negotiation. a search on b% returns both Beijing and Brussels. you may need to change the default to a different address. a partial name. enter a search value in the Search field and click Go. Click the flashlight icon next to the address field. Click Go. On the negotiation creation page. or the search wildcard. To search for and select a different address: 1. most lists allow you to search by the list name and/or words in the list description. This includes addresses such as Bill-To and Ship-To. For each list. you can search using multiple criteria. a search on %Boston might return North Boston as a billing address. You are returned to the negotiation creation page with your new address appearing in the address field. Page 141/209 . For example. To search and apply a list: 1. For example. For example.5. Such lists include lists of item attributes or price elements.1.6 Searching for addresses: While creating negotiations. Find the correct address and click Select. 2. If you do not know the beginning of the name. such as the percent sign (%). click the link to apply a predefined list. you can search for all lists that contain a particular list entry. Additionally. %. 3. The search value can be an address name. 2.

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

type (bid or quote). Page 143/209 . If Current Price is not available. as well as the total amount awarded to this supplier. Identify negotiation opportunities. You can use Sourcing Intelligence to: Track trends of purchases over time.1. 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. 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. To run the Awards by Supplier report. 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.Oracle Sourcing Help 4. Amounts do not include lines where award quantity and award amount are unspecified. Sourcing Buyer Intelligence Reports 4. View summary reports that allow additional details. the report shows the total amount generated by each sourcing transaction. Identify potential savings opportunities.1. See "How do I export report data to a spreadsheet?" 4. Sourcing Intelligence promotes the increased efficiency by enabling visibility and analysis of system transactions.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).1.2.1 Introduction to Sourcing Intelligence What is Sourcing Intelligence? Sourcing Intelligence provides all the analytic and transactional reporting for your Sourcing application. savings is zero.2 What are the Sourcing Intelligence reports I can generate? You can generate any of the following Sourcing Intelligence reports: 4. You can view the reports online.1 4. You can sort the report by clicking on the any of the underlined column headings. Savings is calculated by taking the difference between Current Price and Award Price and multiplying it by the Award Quantity. For each supplier.

see. To run the Savings by Category report. Blanket Purchase Agreement.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. see "How do I run the reports?" Note: For the Auction Outcome report parameter. with the category with the highest productive award appearing first. You can view the supporting awarded bid by clicking the Auction number or Bid number. If Current Price is not available.1. select Standard Purchase Order.2.2. 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 unspecified.1) report for the items listed.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.1.1.Oracle Sourcing Help 4. Page 144/209 .3. the report reflects only the system-hosted catalog item categories. The report is sorted by category. 4. To run the Awarded Bids Detail report. Section 4. Once you have generated a Savings by Category report.1. Any report displaying calculated amounts does not include any RFI amounts. you can generate a Savings by Item (Section 7. Amounts do not include lines where award quantity and award amount are unspedified. Savings is calculated by taking the difference between Current Price and Award Price and multiplying the difference by the Award Quantity. the report reflects only the system-hosted catalog item categories.2.2 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. Any report displaying calculated amounts do not include any RFI amounts.

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

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

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

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

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

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

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

4 How do I view the details of a negotiation before placing a response? 1. 2. Attachments can be viewed by clicking the paperclip icon. The Notes and Attachments section displays any text messages from the buyer and any attached files.3 How do I respond to a negotiation? Suppliers can respond to public negotiations and private negotiations to which they have been invited. 3. or price breaks associated with it. Click the negotiation number to access the Negotiation Summary page. Submit your response (bid. Alternatively. To respond to a negotiation you must: 1. pricing. (See section 5. detailed item information. price elements. 2. you can view information on the item attributes by clicking the "View" link under the Details column. If the item has attributes.1. or quote). use the Search Negotiations fields to access the Active Negotiations page. (See Section 5.Oracle Sourcing Help Creating and managing sourcing events Updating profile information Viewing award decisions Updating profile information 5. This includes such information as the time the negotiation. Find a negotiation in which to participate (See Section 2. the response controls.2.1. The Negotiation Summary page displays all the current information for this negotiation.6 “How do I submit a response online”). Monitor the action in the negotiation in which you are participating. click the negotiation number to access the Negotiation Summary page for the negotiation in which you are interested. shipping and billing information. 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. Under Open Invitations. 5.1 “How do I access negotiations”).1 “How do I monitor negotiations to which I've responded”). Page 152/209 .4.1.

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

Alternatively. After reading the terms and conditions. 3.1. all response prices (such as start price and target price) will be listed in the RFQ/auction currency. 5. find your negotiation and click the negotiation number link there. you are asked to read and accept the negotiation terms and conditions. you will see all prices listed in your chosen currency. you can enter search values into the Search Negotiations fields and click Go to list all negotiations in the system. click View Quote History/View Bid History. After you select a currency. If you want to view any responses that have already been submitted. If the buyer has defined Terms and Conditions. When entering responses. click Continue 7. You can only see the existing responses when the negotiation is open or unsealed. be aware of the following size limits: o o o Attribute: 240 characters Target: 4000 characters Response: 4000 characters 6. If so. verify your response values.Oracle Sourcing Help Create Response page. The Attribute Type column shows you whether a response is required or optional. If correct. 2. enter the following information. you can select the currency in which you will place your quote/bid. Page 154/209 . 8. click Submit. On the negotiation summary page. To submit response online: 1. When you have responded to all required and optional line attributes. On the Create Response: Review and Submit page. On the Active Negotiations page. including ones to which you were not explicitly invited to. Note: Before you select a currency. If the buyer has chosen to display an attribute target.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. click Accept. this value appears in the Target Value column. On the Create Quote/Create Bid page. You can see details of the negotiation on the negotiation summary page. o Quote Currency (Bid Currency) The buyer might allow quotes/bids in currencies other than the RFQ/auction currency (the currency used to create the RFQ or auction). select Create Quote/Create Bid from the Actions menu to create a response to the negotiation.

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

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

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

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

In an auction that includes more than one item. 5. On the Create Bid page. To activate AutoRefresh: 1. you can proxy bid on some items and bid manually on others. In Multi-Attribute Weighted Scoring negotiations. Locate an open auction in which you'd like to bid. select the category from the View menu. you allow the system to automatically rebid on your behalf whenever a competing bid price beats your bid price. Your bid status is No Bid for any item on which you have not placed a bid. then click Go. Item attributes also allow you to provide more information and details when entering responses. and 2) the details that a negotiation participant should provide when entering a response for that item. Click Create Bid to deactivate AutoRefresh and place a bid on the auction. Select the auction and click Respond. your responses to an item's attributes are scored and weighted to allow the buyer to make more informed decisions.10 What is proxy bidding and how does it work? By activating proxy bidding. Such costs can include discrete charges such as import duties or activities such consulting or training costs.1. 2. You cannot proxy bid on any items that have price elements.1. 5. The AutoRefresh page updates the current best bid price and your bid status for each item in the auction. click AutoRefresh On. and Lose for any item on which you have been outbid. 5.Oracle Sourcing Help Item attributes provide extra information about a negotiation item. By providing item details and specifications in item attribute fields. On the AutoRefresh page. Using price elements allows you to target additional costs related to a particular negotiation item. you can adjust the AutoRefresh interval setting to change the length of time between page refreshes. If you want to display only those auction items that are included in a specific category. Win for any item on which you have the current best bid price. 3. They define 1) unique specifications that are set for a negotiation item. Page 159/209 .9 What is AutoRefresh? AutoRefresh enables you to continuously monitor the bidding in an auction before or after you submit a bid. 4. 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. you can set your responses apart from your competitors' responses and enable buyers to make better-informed award decisions.

for example.300 on your behalf. you can proxy bid on all or selected items. you cannot change this amount unless the minimum amount is met in the auction bidding or you cancel the proxy bidding on the item. Whenever your bid price is exceeded by a competing bid price. automatic proxy bidding is discontinued. You cannot enter different proxy bid decrement amounts for each item.400 bid is subsequently submitted. Then submit the bid as normal. Enter your proxy bid decrement amount.75. then enter a proxy minimum bid only for those items on which you want to proxy bid. For example. and a $3.500 bid in an auction with a proxy bid decrement amount of $100. Your proxy bid decrement amount will be applied to the current winning bid in the auction. you can cancel your proxy bid and submit a new bid with the updated proxy information. Use numbers. you can enter your proxy bid information in the appropriate fields on the Create Bid page. Note: After you have submitted your proxy minimum bid amount. Proxy Bid Decrement You must enter the exact amount by which you want each of your proxy bids to decrease. If the bidding on an auction item in which your proxy bidding drops below your proxy bid minimum amount. You can change your proxy bid decrement if all items on the bid do not have proxy enabled. the system will continue to automatically rebid (by the proxy bid decrement amount you specify) until your proxy minimum bid price is met. Discontinue bidding on the item Page 160/209 . 10. Bid manually on the itemContinue bidding on the item by submitting bids manually. not your own current bid. Proxy Minimum Bid You must enter the lowest price you are willing to proxy bid for any auction item. You can then do any of the following: Enable another round of proxy bidding for the item Enter new proxy bid information. the system will automatically submit a proxy bid of $3. if you have submitted a $3. To submit a proxy bid for any auction item. You can also change the proxy bid minimum amounts.Oracle Sourcing Help To activate proxy bidding: When you place a bid on an auction. 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). When bidding on an auction that contains more than one item. you must provide the following information: Note: If at any time you wish to change your proxy bid information.

the bidder may wish to halt the proxy bidding to update bid information. the promise date offered by the bidder may need to be updated due to unforeseen situations at the time the proxy was begun. 2. At this point. 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 to create a new bid. Once enabled. To continue placing a new bid. click the Response number link.Oracle Sourcing Help 5. Cancelling proxy bidding In most cases. On the Rebid page. Once you have placed a bid using proxy bidding. 3.1. When you use power bid. and click Cancel All Proxies. Usually. continue entering your new bid information (including new proxy specifications if desired). To view the details of your current bid. 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. the bidder may wish to update the non-price related information to improve the price to total score ratio. proxy bidding in suspended. 1. For example. 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. there may be certain instances in which the bidder needs to end proxy bidding early. 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. the system will continue to rebid at lower prices until the bidder's minimum bid price is reached. once proxy bidding has been initiated. click Create Bid. this happens when the bidder needs to update bid information. To cancel proxy bidding. Power bidding cannot be used if any of the auction items contain price elements.12 What is power bid? Power bid allows you to expedite your rebidding when you have bid on several items in the same auction. 5. it can be allowed to run to conclusion. Page 161/209 . In both these cases. The bidder specifies the amount of the price decrement (expressed as a percentage or a flat price reduction) and the minimum price to offer. When the Rebid page appears. click Cancel Proxy at the bottom of the page. Or in a multiattribute weighted negotiation. The Cancel Proxy Bidding page shows all line items for which you have proxy bidding enabled.1.

click Submit Bid and review the details of your bid. 4. Bulk loading is also useful if you respond to similar negotiations that occur repeatedly. After you have located a negotiation on which to bid. Page 162/209 . 5. for example. click Clear Changes. select Create Quote/Bid from the Action menu and click Go. 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. Because you are only previewing your power bids. you may want to look at responses that have already been submitted (not viewable in blind or sealed auctions or in RFQs). 3. Save the file. Save the spreadsheet file to a convenient location. enter the power bid percentage by which you want to decrease each of your bids in the auction. your bid status does not change yet. From the negotiation summary page. The recalculated price appears in the Price field. If you want to return to your original bid prices. select the type of file(s) you wish to download. then click History to review responses. 6.25. 5.1. On the Create Bid page. 2. When you are satisfied with your power bid prices. As you prepare to respond. 3.Oracle Sourcing Help To use power bid: 1. 2. On the Quote/Bid by Spreadsheet page. Navigate back to the Quote/Bid by Spreadsheet page. Open the spreadsheet file and complete according to the instructions in the Read Me file included in the zip. You can download an Excel spreadsheet or a text spreadsheet. To download a spreadsheet and prepare your bid or quote offline: 1. Enter numbers. 5. Access the open negotiation to which you wish to respond. 7. Click Recalculate to preview your power bid prices. Access the auction on which you want to rebid. 4.13 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. even if your new bid price exceeds the current best bid for any auction item. Your bid prices so not take effect until you click Submit Bid. You can create the spreadsheet once and then make only the modifications necessary for a particular negotiation.

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

you can continue to respond to the negotiation normally. Once a document has been amended. If you placed a response before the amendment was made. then continue entering your response. you must review and acknowledge the amendments and place a new response.17 How do I respond to an amendment to a sourcing document? After publishing a negotiation. 5. When you respond to such a negotiation.16 Why would a negotiation have special terms and conditions? Your buying company can include customized terms and conditions that govern its negotiations. Click Yes. 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. Search for the negotiation. click the checkbox and then click Acknowledge. you must review and acknowledge each one. Review the negotiation's terms and conditions. 3. review the document information. Once you have acknowledged all the amendments. 5. If there are multiple amendments. Select the negotiation and click Respond. 4. 2. If you do not accept the negotiation's terms and conditions. these terms and conditions are presented before you enter the details of your response. 6. 1. click Accept. To be eligible for an award decision. Such updates are called amendments. 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. To respond to a negotiation that was amended before your first response: If the amendment was made prior to your first access. you will only be able to respond to the amended version. On the Acknowledge Amendment page. Page 164/209 . you must have reviewed all the amendments and placed a response to the latest one. You will not be allowed to enter a response in the negotiation.Oracle Sourcing Help 5.1. click Cancel.1. To respond to a negotiation that was amended after your first response: 1.

You can toggle between the current version and its prior version using the buttons. the due date for completion of that deliverable has passed and that deliverable is late. Click the suffixed number links to see the different versions of the sourcing document. which you must review and acknowledge. Page 165/209 . or click the Review Changes icon to see what information changed between a version and its prior version. If there is an X icon in the Alert column. 5. The amended versions are suffixed with an incrementing counter. 5. 6. 4. You use the Create Response page to enter your response to the buyer's negotiation. the responsible party failed to perform the deliverable. The Amendment History page has entries for the original negotiation and any subsequently amended versions. you respond to the deliverable and update its status. To be considered for an award decision. you can place a new response on the negotiation. The currently active version has the highest number and is the first entry in the table. Click Acknowledge. Once you have acknowledged all the amendments. 7. 1.18 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. and you must respond to these deliverables before their dates expire. You are presented any additional amendments.1. Click the Update icon. and then click the checkbox acknowledging you have reviewed the amendment. they will be listed in the Deliverables section. there may be deliverables to which you must respond. 3. Contract terms are displayed in the Contract Terms section of the page. 8. If Oracle Procurement Contracts is implemented by the buying organization. On the Acknowledge Amendment page. Click Acknowledge 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 must acknowledge that you have viewed the amendment and placed a new response. If there is an exclamation point icon in the Alert column. Once you have completed the tasks outlined in the deliverable. Click the negotiation number link to view the original negotiation and its updates. Click "View Amendment History" to see the changes made to the original negotiation. you are presented the first amendment. 9. The negotiation summary page shows the original version of the negotiation. If there are deliverables.Oracle Sourcing Help 2. This includes responses to any contract terms the buyer has defined. Review the information. The Review Changes page identifies the information that has changed. 2. Each deliverable has a due date.

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.

Page 166/209

Oracle Sourcing Help

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

Oracle Sourcing Help

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.

Page 168/209

Oracle Sourcing Help

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.

Page 169/209

Negotiation Number The number assigned the negotiation by the system. Your Response Number The number you assigned your response. Once a negotiation has been published. The Rejected Items page allows you to drill down into detailed information about the negotiation and your response to it.| Type The type of negotiation: RFQ. participants can communicate with each other by entering into an ongoing conversation called an online discussion.2.7 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. Promise Date The date by which you promised to deliver the item. Page 170/209 . Response Price The price at which you offered to sell the item.2. 5. or Buyer's Auction Item Description Description of the negotiation item.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. Reason Any message provided by the buyer explaining why the item was not awarded.Oracle Sourcing Help 5. The Rejected Items page shows: Response Number The number assigned to your response by the system. if any. Response Quantity The number of item units you offered to sell the buyer.

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

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

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

review the document information. you will only be able to respond to the amended version. 2. To respond to a negotiation that was amended before your first response: If the amendment was made prior to your first access. If there are multiple amendments. When the prompt box appears. 3. select Print Document from the Actions menu. open and inspect the print directly or save it to a location and review the document locally. open and inspect the print directly. you must review and acknowledge the amendments and place a new response.10 How do I respond to an amendment to a sourcing document? After publishing a negotiation. 3. search for the negotiation you wish to print by clicking the Negotiation Number link. 3. 5. On the negotiation summary page. 2. To be eligible for an award decision. you can continue to respond to the negotiation normally. Click Preview Contract Terms. you must have reviewed all the amendments and placed a response to the latest one. Click the Contract Terms link in the navigation bar. You are informed that the negotiation has amendments and are prompted to acknowledge them. 6. Once you have acknowledged all the amendments. search for the negotiation for which you wish to print the contract terms by clicking the negotiation number link. 1. Click Yes. 5. Page 174/209 . 4. you must review and acknowledge each one. When the prompt box appears. Once a document has been amended.2. Search for the negotiation. click the checkbox and then click Acknowledge. the buyer may need to update some of the information defined in the sourcing document. Such updates are called amendments. Select the negotiation and click Respond. On the Negotiations Homepage. 4. On the Acknowledge Amendment page. or save it to a location on your machine and review the document there To print contract terms only: 1. 2.Oracle Sourcing Help To print a negotiation (for suppliers): 1. On the Negotiations Home page.

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

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

Oracle Sourcing Help

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

Oracle Sourcing Help

(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

Oracle Sourcing Help

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.

Page 179/209

links. some browsers will not upload files or browse directories whose names contain language-specific marks such as accents or umlauts. the connection.5 Whom should I contact about technical difficulties? If you experience technical difficulties with this system you should contact your system administrator. Your Sourcing responsibility assignments determine which features you can use. you should contact your system administrator to request additional function assignments. If you still cannot determine the cause of an error or failure. task bar option. the steps you performed that led to the problem. 6. or if you cannot view or access a specific page.1.1. 6. may time out before the system receives the file. Your system administrator controls function security by creating a Responsibility consisting of different functions. If you receive a Task Access Restriction message. and apply only when you have selected "blanket purchase agreement" as the auction outcome. Agreement Start Date/Agreement End Date The period during which the blanket purchase agreement is effective.1. buttons. or if your upload does not complete.6 What if I have problems uploading files? Check the online Help about errors or failures. If the feature in which you are uploading allows. If you are using a slow dial-up connection. or multibyte languages (such as Chinese). try placing the file in a WinZip file to reduce the file size or using a faster connection to the system. and (for bulk load jobs only) the job number. note the error text if any. Function security means that features can be used only by users who are allowed access to the features.4 Why can't I access some pages. Note: Depending on how the system is set up. Total Agreement Amount Page 180/209 . Then contact your system administrator. Users who are associated with this responsibility can access and perform specific features. or other feature. or task bar options? All system features are controlled by function security and your userid. button. particularly for large files. link.2 Glossary A Agreement Terms (Blanket Purchase Agreement only) Agreement terms are optional. 6.Oracle Sourcing Help 6.

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

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

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

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

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

M Minimum Bid Decrement The minimum amount by which bids must decrease This is set in the auction's bid controls. bid decrement = 20% Bidder B's original bid = $1.000 Bidder A's second bid = $900 Bidder A's third bid = $800 Auction #2234. Line Types A negotiation line item's line type determines whether the line item refers to goods or services (other line types can also be defined). You can enter either a straight amount or a percentage by which bids must improve. Note: A bid decrement amount will always be applied to a bidder's current bid price.000 Bidder B's second bid = $800 Bidder B's third bid = $600 Minimum Release Amount Page 186/209 . For example: Auction #1234. If you specify your bid decrement amount as a percentage. but will be applied to the bidder's current bid price. the decrement percentage will be calculated based on a bidder's original bid price.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.

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

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

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

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

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

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

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

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

to the disabled community. with good usability. 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. To that end. and must be fully installed to take advantage of their features. may not always correctly read the code examples in this document.3 Documentation Accessibility Our goal is to make Oracle products.3.4 Product Integration and Licensing This documentation includes information about many features of Oracle Applications other than this product. a Windows screen reader. services. however. Page 195/209 . our documentation includes features that make information available to users of assistive technology.oracle.1 Accessibility of Code Examples in Documentation JAWS. These other Oracle Applications may require separate licenses. and contains markup to facilitate access by the disabled community. 6.3. and supporting documentation accessible. Oracle neither evaluates nor makes any representations regarding the accessibility of these Web sites. Standards will continue to evolve over time. For additional information.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. 6.com/accessibility/. visit the Oracle Accessibility Program Web site at: http://www. JAWS may not always read a line of text that consists solely of a bracket or brace. The conventions for writing code require that closing braces should appear on an otherwise empty line.Oracle Sourcing Help 6.

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

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

Active lists are available for use by buyers during negotiation creation. Amounts do not include lines where award quantity and award amount are unspedified. 3.2.1 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.2 Reusable Attribute Lists 7. 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). 2. click either Create Header Attribute List or Create Line Attribute List . To create an attribute list: 1.1. On the Reusable Attribute Lists page. 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. On the Create Header Atttribute List/Create Line Attribute List page. If you include an attribute list in a negotiation template. Buyer cannot create inactive lists . or All Outcomes. To run the Awarded Quotes report. If Current Price is not available. enter a name and description of your list and select a status. the report reflects only the system-hosted catalog item categories. select Standard Purchase Order.Oracle Sourcing Help 7. Note the following when generating and evaluating report information: o o o o When entering a category search parameter. see "How do I run the reports?" Note: For the Auction Outcome report parameter. Page 198/209 . You can view individual quote details by clicking the quote number. savings is zero. Click "Attribute" under the Reusable Lists area of Quick Links on the Negotiations Home page . Blanket Purchase Agreement. 7. 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.

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

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

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

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

7. events enable suppliers to quickly locate and participate in multiple similar RFQ/Auctions. or days. Such costs could include services such as training or consulting. You apply this element list to your auction or RFQ. Sourcing Buyers may also have been assigned this job function by the system administrator. you can combine them into a price element list. In addition. rather than searching for them individually. Page 203/209 . Once you create the appropriate price elements. The display can be shown in minutes. and the display is automatically refreshed using the new increments. Buyers can specify when they create the auction or RFQ how much they are willing to pay for these additional costs. hours. 3. the display begins at the time the negotiation was opened. or discrete costs such as shipping fees. Click the Negotiations tab. You can condense or expand the display by controlling its time display increments. To access an event: 1. The Sourcing Super User has this job function by default. The time values shown across the bottom of the display can help you determine the relative timing of different responses. you must respond to each individually.Oracle Sourcing Help By default. These costs can then be negotiated between a buyer and supplier just like the item price.7 What are reusable price elements and how do I create them? Price elements allows a buyer to identify additional costs associated with a particular negotiation item. then click Auctions or RFQ in the task bar directly below the tabs. Select the event you want to view. Though the RFQs or auctions grouped in a sourcing event are related. You can also move directly to either the beginning or the end of the negotiation by clicking the appropriate small arrow icon. You must be assigned the Create Price Elements job function to create price elements. Click the "View All Events" link. Click View Event Negotiations to see details of the sourcing event. Sourcing events help both buyers and suppliers monitor multiple RFQs/auctions as a group rather than individually. 7. 2.6 Why are some RFQs and auctions associated with a sourcing event? In some instances. Select the increment you want from the drop down menu. the buyer may create a sourcing event to group together several related RFQs/auctions.

" 5.a percentage of the final negotiated item price. Per-Unit . click the Auctions or the RFQs tab. 2.this name must be unique within all price element names.The default status is active. Please see How do buyers and suppliers communicate while a negotiation is in progress? (See Section 2.4. enter information for the following fields: Code . 3. Fixed Amount . Click "Create Price Element. On the Price Elements page. When you have finished entering. You can define the same price element to every language installed. Status . Click "Price Elements" under Auction/RFQ Tools.a fixed amount regardless of the number item units. You can change the statue to Inactive to prevent the price element from being added to any negotiations. On the Create Price Element page. Description .how the cost for this price element is determined. From the Sourcing Welcome page. click Done. 6. You return to the Price Elements page. % of Item Price .8 Can suppliers communicate with each other while a negotiation is in process? This file has been obsolete. select the language for which you are defining the price element.this code must be unique within all price element codes Price Element Name .a text description of the price element Pricing Basis .a fixed amount for each unit of the item. 4.9) Page 204/209 .Oracle Sourcing Help To create a reusable price element: 1. 7.

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

2 About Variables Oracle Contracts supports the use of business variables (tokens) in clause text. During authoring. the Library supports the creation and maintenance of a library of folders.1.9. sections. Note: The Contract Terms Library is generally referred to as the Library.9. Local organizations can then use or duplicate these clauses and templates and customize them to meet their own specific local requirements. Another key feature of the Library is the ability to establish global standards and enforce these standards enterprise-wise. Clauses can be grouped into sections and stored as reusable contract templates to codify best practices. You can embed system variables in the clause text. System variables are also available to be used in defining Contract Expert rules. You can use the Contract Expert feature of Oracle Contracts to create rules that represent the business policies of the organization. which will be automatically substituted with values when the clause is used in a contract. these tokens will be substituted with values from the business document. customer name. and supplier name. 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.Oracle Sourcing Help 7. contract templates. The Library gives the legal department and business organizations a powerful tool to create reusable clauses. Page 206/209 . Templates provide a framework for rapid assembly and creation of contracts. These rules can be applied on a business document to bring in additional clauses based on the information in the business document. Organizations can manage clauses and templates centrally in a global organization. These capabilities provide the foundation for contract process standardization and control across the enterprise. 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. and Contract Expert rules that can be used to create contracts across the enterprise. and variables. In addition to standard clauses and contract templates.1 About the Contract Terms Library The Contract Terms Library is the central library of all pre-approved clauses.

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

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

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

Sign up to vote on this title
UsefulNot useful