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

..................................... 102 2..............1......... 103 2. 102 2............4..........1...... 88 2....................... 106 2.......................3...................... 117 Page 5/209 2..............3...........................10 Can I invite additional suppliers to a negotiation I've already created? .................................... 109 2...............4.........................4........... 116 2....... 96 2.......13 What is shortlisting and how do I use it? ................................................................. 98 2.................. 88 2....... 104 2........4 Can I create and save sourcing documents without submitting them? .........1...9 What are amount based line types...5 How do I create a deliverable and use it in a negotiation document?..........................4.........10 How do collaboration teams work? ................ 84 2............................8 How do I view the backing information for lines AutoCreated from Oracle Purchasing?..................3.12 How do security levels work? ......2 Using Oracle Services Procurement and Oracle Procurement Contracts........... 99 2........1.........................................................3.. 114 2............. 114 2.......................................3............................ 96 2......1............1 How do I access negotiations? ..........6 ...............6 How do I download the responses I have received? ........................................ 106 2.......................................................... and how do I create and use them? ..1.................4........4..........3...........4........1.....................................1.........Oracle Sourcing Help How do I use price elements? ....3................. and how do I use them in my negotiation?............ 95 2......3 How do I respond on behalf of suppliers without Internet access?..... 91 2...............2.................... 107 2...1.................... and how do I use them?........1 How do I create a deliverable and use it in a negotiation document?....................... 97 2......................6 How do I copy a sourcing document?...............3 How do I define services related lines?..............1..3 Monitoring Negotiations...4.... 108 2....4................................................5 How do I use the Graphic Monitor to compare competing quotes or bids for a particular negotiation line?.............9 How do buyers and suppliers communicate while a negotiation is in progress? ........1...................4 What are contract terms and conditions.........................2 What is a sourcing event? ... 115 2.....4 Additional Creation Topics ..................4 What are Your Negotiations at a Glance?...... 86 2.... 84 What are Reusable Price Element Lists......... 105 2...1 What are some negotiations strategies I can use? ..1...................3..........................................3.....11 How do I extend a negotiation that is in progress? ....3.......................................................7 What are contract terms and conditions...1.........11 Who can participate as team members? ....................... 93 2.....3 Are there any shortcuts available when creating a sourcing document? ........................................................2.....4......13 What are global agreements........4........................................ 112 2........................ and how are they used? ..................................... and how do I use them in my negotiation?...............................4.1...7 What are price breaks.2................................4. 98 2....... 100 2.................2..............1.......... and how do I use them?....................8 What are price breaks....................................3...........3..................1....................2 How do I monitor the negotiations I have created? ..............5 2................1.. 103 2................ 110 2................................14 How do I initiate a new round of responding?....12 How do I change my auction's AutoExtend settings while the auction is in progress?........ 107 2... and how do I use them?..7 How do I analyze the responses I have received?......................3............3.3..........................3.................... 92 2........... 100 2........ 105 2.....................3..............2 What kind of services can I negotiate for?............................................................

................... 131 2....1.........3....4........4...1..... 144 What is the Awarded Bids Detail report? ..... 124 2......................................................13 What is contract binding?................................................2 Intelligence Reports ...5.....................................................................1 Awards by Supplier report .....3..................6 Searching for addresses:............4.......................................4......12 How do I generate a purchase order document? .........................................................1................1.................................5 Searching. 120 2....... 137 2. 133 2............................4.4........................4....1...............5.2 Savings by Category report.5...1...................4 How do I award business in an RFQ or auction?............ 138 2....1 How do I view the responses I have received? ............................................................4....................2 How do I unlock and unseal a sealed RFQ or auction? ......3 Awarded Bids Detail report ..........5.. 147 4.........................5.....................3........ 121 2..............................................1 What is Sourcing Intelligence? ...........2....... 139 2...........................4 Awarding Negotiations ......................4.................17 How do I create an amendment to a negotiation? ..................... 141 2...3 How do I export data to a spreadsheet? ................................15 ...........................3..........2 What is the Savings by Category report?....................... 123 2..... 147 4..................5........... 148 Page 6/209 2.....4 Searching for suppliers:..................... Sourcing Buyer Intelligence Reports.............................. 144 4................5 How do I download the responses I have received? ....................1.....1 How do I run reports? ......................2............. 124 2................ or auction? . 147 4........9 How do I disqualify responses I receive for an RFI..............4...19 How do I view the approval history for my negotiation? .............1 Introduction to Sourcing Intelligence................... 127 2............2... 143 4................................................ 145 4...1 How do I search for information on Oracle Sourcing? .......1... 143 4..................................... 140 2.....7 How do I use a spreadsheet to award negotiation items?..2 What are the Sourcing Intelligence reports I can generate?............................4......7 Searching for lists..............2 Searching for all negotiations to which you have access:............. 124 2......................................................1...1 Searching for your negotiations in which you are participating: ..................................4...................................................1..................16 How do I cancel a negotiation?............................ 130 2..... 136 2......1.......1 How do I update my Sourcing personal options? ..............................................................1.........................1 What is the Awards by Supplier report? ................ 137 2..............8 How do I allocate backing requisitions among awarded items? ....................... 143 4..6 How do I manually score header attributes? . 145 4.................................................................2.................. 143 4. 133 2..1..3 Searching for draft negotiations .......5 Searching for lines and categories... RFQ..................... 143 4...3...............3...... My Profile .4 Awarded Quotes report ................................. 122 2................. 120 2.................................................Oracle Sourcing Help How do I close a negotiation before its scheduled close date and time?............................... 142 4.........5........2. 142 3......... 145 What is the Awarded Quotes report? ............... 141 3. 135 2....................18 How do I print information on my negotiation? ..3 What are the different methods I can use when performing awards? ......2....................................... 139 2..............11 Can I see information on my negotiations once I have completed awarding them? ....... 138 2..................................3....................... 120 2.................. 137 2......... 129 2......................................................... 144 4...........20 How do I manage deliverables I have assigned to a negotiation?..................10 What information is contained on the Award Summary page? ........................1..1.... 124 2.........5.............................................................4..................... 128 2...............................

....11 How do I respond to a deliverable defined to a negotiation?.2 Monitoring Negotiations........2.................9 How do I print information on my negotiation? .................. 150 5...........2............................ 163 5............................... 169 5............... 170 5........1......................6 What information is contained on the Rejected Items page?...................... 172 5. Help for Sourcing Suppliers............... 161 5.1.................................................... 158 5..............1...2................ 179 6.........................2..................... 167 5.............16 Why would a negotiation have special terms and conditions? .......................................................................................................................1... 149 5............................................. 174 5..................................................................................................4 What is the Awarded Quotes report? .............10 How do I respond to an amendment to a sourcing document? .........................................2.................1 Responding to Negotiations..6 How do I submit a response online? ...... 159 5..........5 How do I respond to a Request for Information (RFI)?.......... 152 5.2...1 What are the benefits of registering and participating in this system? .................19 How do I respond to a service-related line?..............9 What is AutoRefresh? ........3..........1..2 How do I use Quick Links?......................................1......................... 154 5....................... 179 Page 7/209 ...........1................. 150 5............. 178 6.....................13 How do I download a spreadsheet and respond offline?..............................1.........11 How do I turn off proxy bidding? ...............1 How do I search for negotiations? ....Oracle Sourcing Help 4.............1....3 What is the Awarded Bids Detail report? ..................1...............7 How do I view the attachments associated with the negotiation to which I am responding? ....................................................12 What is power bid?............... 150 5.................1...... 167 5...........2...........18 How do I respond to a deliverable defined to a negotiation?.................2 Can international companies participate? .............. 151 5............................1................. 166 5....1 How do I monitor negotiations to which I've responded? ...............................................................4 What information is contained on the Disqualified Responses page? ...........3 What is a WinZip (or zip) file? .... 165 5.. 176 5................1........1....... 164 5.............................1.......................14 How do I rebid on an RFQ or auction? ..... 178 6... 178 6...3 Searching.. 158 5.........1 Additional Topics .................2............1.............................3 How do I respond to a negotiation? ....... 167 5......1 How do I access negotiations? ....4 How do I view the details of a negotiation before placing a response? .2.....8 How do I turn off proxy bidding? ....... 168 5...................................................1........15 How do I respond to a negotiation that has gone to an additional round of responding?..................................... 153 5...1................2............................................10 What is proxy bidding and how does it work?.................... Additional Information.................................................... 177 5.2....................................................2......................5 What information is contained on the Awarded Items page? ................................................................................ 162 5.......... 167 5.................3 How do I track the status of my responses?..........1.......................... 173 5.......12 How do I respond to a service-related line?...............1..............1.. 161 5...17 How do I respond to an amendment to a sourcing document? .......... 177 6................................1......... 148 4....2.................................2...................................... 164 5............................... 152 5............ 170 5..................................................... 159 5..................2 How do I use Quick Links?........7 How do buyers and suppliers communicate while a negotiation is in progress? .......................................8 How do I use item attributes and price elements when responding to a negotiation? ...................................... 163 5......................... 175 5...........................................

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

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

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

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

requests for information (RFIs).4. who might never meet face-to-face. Page 12/209 .1.16 “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.1.2.requests for quotations (RFQs).2. enabling them to efficiently obtain the best possible prices for goods and services.7 “Can I accept responses in multiple currencies”) Multiple Language support Notes and Attachments (See Chapter 6.1 “How do I create an attribute list?”) Reusable Invitation Lists (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. Prices are established based on actual supply and demand at the time the negotiation is transacted. Buyers and sellers. and then use that information to create negotiations that drive prices based not only on price.2 Getting Started with Oracle Sourcing 1.1.1 Frequently Asked Questions: Oracle Sourcing 1. but on lead times. Buyers use real-time interaction to obtain information on suppliers' products and services. quantity.2. can bypass intermediaries and establish relationships that might not have been possible using more traditional methods of buying and selling.1 What is Oracle Sourcing? Oracle Sourcing offers flexible negotiation capabilities to buyers and sellers.1.1. Common Functionality All sourcing document types have the following common functionality to simplify the negotiation creation process: Reusable Attribute Lists (See Appendix 7.2 “Glossary”) Terms and Conditions enforcement (See Section 5.2.3. Buyers can use the information obtained to subsequently conduct an RFQ or buyer's auction. and buyer's auctions.6 “How do I copy a sourcing document”) Multiple Currency support (See Section 2.Oracle Sourcing Help 1.1. and item-specific attributes.1.4 “How do I create and edit a reusable invitation list”) Sourcing Template (See Section 2.

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

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 .

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

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

15) Buyers can manually extend an RFI or close an RFI earlier than the scheduled close date.8) Price Elements (See Manual Section 5.4.10) Price Elements Attribute Based Bidding (See Section (See Section 5.1.8) RFIs use item attributes to solicit item information from suppliers. The details of the document such as the controls. terms and conditions.4. and invitation list are copied into a new document which you can edit if necessary.1.10) Bidding (See Power Bidding (See Section 5.7) 1.1.11) 2.11) an RFQ or close an RFQ earlier Early Close (See Section than the 2.11) Buyers can Manual Extend (See manually extend Section 2.3.3 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. item information. or any other users in your organization.1. Manual Extend/Early Close (See Sections 2.4.2) Information obtained during the RFI can be used to create a new negotiation document.7) 2.1.15) scheduled close Minimum Bid date.8) Section 5.1.11/2.Oracle Sourcing Help Attribute Based Bidding (See Section 5. Page 17/209 . Bids buyer.8) Extend/Early Close (See AutoExtend (See Section Section 2. Convert to negotiation document (See Section 2.11) Price Breaks (See Section Price Breaks (See Section 2.4.1.4.2.1.1. Multiple If allowed by bidders may multiple bids.1.1.3. submit Other Proxy Bidding (See Attribute Based Section 5.1.1.4. Multiple Quotes The RFQ business process allows suppliers to submit a single quote per round.1. Decrement/Increment (See Section 2. have previously created.8) 5.

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

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.2. From this page you can access and edit any of your draft negotiations. in essence "answering" the buyer's question." Alternatively.1.6 What is attribute based negotiation and how can I use it? Attribute based negotiations enable buyers to define multiple item-specific characteristics. optional.1. 1. these attributes can be either required. you can click "Continue editing your draft. 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. The document is released when Page 19/209 . you see the Confirmation page. 1. Item attributes and their responses comprise the heart of the RFI process. These attributes represent important aspects of the item for which the buyers need information from their suppliers.5 Are reusable invitation lists and reusable attribute lists shared across all three negotiation types? Yes. or display only.1. 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. buyers define attributes for negotiation items.1.4 Who can utilize the spreadsheet functionality? Both buyers and suppliers can utilize the spreadsheet functionality to save time when creating or Quoting/Bidding on multi-line item negotiations. 1.Oracle Sourcing Help 1. Depending on the setting chosen during the negotiation creation. that allow bidders/suppliers not only to respond to the price. ensuring that only one user can work on a draft at any time. How do I continue working on it? You can continue working on a document saved as a draft by After clicking Save Draft. and delivery.7 I just saved a negotiation as a draft document.2. you can click "Manage Draft Negotiations" to access the Manage Draft Negotiations page. but also to other features salient to each item.2. Suppliers reply to the item attribute. You are granted exclusive control until you release it. From this page.1. When creating an RFI. called item attributes.2.2. quantity. 1. these lists are shared across all document types and can be accessed by the buyer as required.

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. the system automatically updates the status of the previous round to Round Completed. 1. (Users with the appropriate function security.1. You can save an negotiation as a draft as soon as you get to Step 2. such as the Sourcing Super User. 1. It is removed from the system.9 What is the minimum information I need to enter before I can save a draft negotiation? Enter the information required for Step 1 of the creation process. The information from the previous round is enough to save a draft. you can delete the draft for the new round from the Manage Draft Negotiations page. However. The system automatically updates the status of the previous round to Closed.) 1.11 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. Negotiations with Round Completed are not available for awarding. The draft creator selects the draft and clicks Unlock on the Manage Draft Negotiations page. You submit it (the draft becomes a valid negotiation in the system). You delete it from the Manage Draft Negotiations page. If you wish to create a draft for a new round.1. can unlock draft auctions/RFQ which were locked by other users.) Another user removes the lock. can I award business to quotes/bids from the previous round? Once you save a new round of Quoting/Bidding. (The original creator can always unlock a draft.10 If I have saved a draft of a new Quoting/Bidding round.12 I know I can create RFQs and auctions in both Oracle Purchasing and Oracle Sourcing. What are the differences? You can create RFQs and auctions in both Oracle Purchasing and Oracle Sourcing.1. 1.1. Each has its own benefits: Page 20/209 . making it available for award.Oracle Sourcing Help You save it. you are not required to enter any information.2.2.2.

This allows the buyer to define the relative importance of each attribute by assigning weights to these attributes and scores to expected values for each attribute. the more important the attribute to the item.Oracle Sourcing Help RFQs/auctions in Oracle Sourcing Real time bidding. or need-by date. breaks. New buyers can then manage the requisitions as needed. 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. 1. the system calculates a weighted score for each attribute response and a Total Score for the item. quantity.1. 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. The higher the weight. Scores are numbers between zero and 100 and are assigned to each possible attribute value or range of values. Weights and scores can be assigned to the custom attributes. Custom attributes having weights and scores are called weighted attributes and require a response. the more desirable the attribute value or range of values.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. Scores represent the desirability of that attribute value or range of values compared to other values. The old Sourcing negotiation number remains on the requisition line until a buyer creates a new negotiation using the requisition. 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. It then ranks the scores for the same item from different respondents based on a Price to Total Score ratio. 1.2. The higher the score. The goal of scoring is to motivate a respondent to respond with quotes/bids most closely matching the desired attribute values.2. Page 21/209 .1. the requisitions become available again to AutoCreate in Oracle Purchasing.

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

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

1. 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. From the Portal page. 3.20 What is the purpose of notifications? Who receives them and when? Notifications are used to communicate specific events to users.1.2. click "Register a Supplier User. can directly register and approve users. On the Register an External User page. 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 . acknowledge intent.2. You receive a confirmation that the new user has been registered. 1.1.19 How can I invite suppliers to participate in my negotiation? You can invite suppliers to participate in your negotiation by selecting them from the Supplier Master or by applying predefined invitation lists. Invitations are automatically sent to each supplier. a buyer with the appropriate authorization can add the company to your Supplier Master). Event Recipient Purpose To inform them that the negotiation is open for previewing or bidding To invite them to acknowledge intent. enter the required information.Oracle Sourcing Help To register a user yourself: Anyone with the Sourcing Super User authorization. Click Register." 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. Select the applications to which the user will have access.

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

Bulk loading is also useful if you respond in similar negotiations that occur repeatedly. If additional companies are added before the original reminder time. If the buyer starts another round of negotiation before the reminder time. however. Page 26/209 . canceled or deleted before the 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.23 Can I respond to a negotiation created by someone in my company? No. If the negotiation is closed.2. you can download a spreadsheet which you can complete offline to specify your response information.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. Such acknowledgments are intended to enhance communication between buyers and suppliers and inform buyers of the potential participation. they receive it at the original reminder time.2. Once you have completed this spreadsheet. these new invitees receive reminders at the original time. you can respond to negotiations created by your company's affiliates. then invitees do not receive any reminder. 1. It is not mandatory to acknowledge your intent before submitting responses. you can upload it to enter your responses into the system to. Otherwise. they do not receive reminders.1.1.22 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. However. the reminder is not sent.1. 1. then invitees do not receive a reminder.2. You cannot respond to any negotiation that your company owns. if they are added after the original reminder time. 1.24 What is the quickest way to respond to a negotiation that has many line items? If the negotiation you wish to respond to contains many line items.

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." Select the indicator and specify whether users can override your selection. Any user assigned the appropriate job function can add suppliers to an RFQ or auction any time before the close date and time. On the Negotiations Summary page.25 Can I invite additional suppliers to an RFQ or auction I've already created? Yes. You can search for the purchase orders in Oracle Purchasing by entering the negotiation data.2. you can enter a maximum of 2000 characters.1. the negotiation number.2.26 How many characters can be entered into the Item Description and the Note fields? For an Item Description field.1.1. As the system administrator. Click the Administration tab. In Oracle Sourcing. This displays all purchase orders for a particular negotiation. You can check your Notifications for the Purchase Order Creation Notification. which includes the purchase order numbers along with other information.2. 1. Page 27/209 . you can enter a maximum of 240 characters. and then click "Negotiations Configuration. for example. 1. For a Note field.Oracle Sourcing Help 1. 1. you can require a particular indicator be used for all negotiations. On the Award Summary page.27 Can the system administrator require buyers to use a certain rank indicator? Yes.1. You can also search Oracle Purchasing by entering the original requisition information. click the response number link to view the information on that response including the corresponding purchase order created for that response. access the negotiation whose associated purchase orders you wish to see by entering the negotiation number into the Search Negotiations fields.2. select Award Summary from the Action menu and click Go.

1. Reusable invitation lists (See Section 2. 4.4.3 “How do I create and edit negotiation templates”). Page 28/209 . Buyers analyze the quotes and either award the RFQs or modify the RFQs and open them for another round of quoting.2. The RFQ process usually lasts days or weeks through multiple rounds of negotiations.5 “How do I use price elements”). suppliers are immediately notified of the results via online notifications. RFQ monitoring (See Section 2.1.Suppliers view the RFQ details and submit their quotes online. Reusable attribute lists (See Appendix 7.Buyers can monitor real-time quote activity and take appropriate action. RFQs typically consist of multiple rounds with competition focused on whether supplier(s) can meet the specific requirements. Steps in the RFQ process include: 1.2.1.2 Getting Started with RFQs RFQs support the full business process to solicit quotes from suppliers. RFQs enable buyers to collect quotes from suppliers for complex and hard-to-define items or services.1. RFQ is typically used for complex items or services such as made-to-order manufacturing items or construction projects. Once suppliers have submitted an initial round of quotes.3.2. buyers can review quotes and award the RFQ or submit a modified RFQ for another round of quoting. Quote preparation and submission (See Section 5. Once the RFQ is completed. Buyers initiate RFQs that may include multiple line items by publishing the RFQ and inviting suppliers.1 “How do I create an attribute list”).Oracle Sourcing Help 1.4 “How do I create and edit a reusable invitation list”).1. 3. Suppliers cannot view competing quotes while the negotiation is in progress. RFQ Capabilities RFQ templates (See Section 2. The suppliers' responses to the RFQ allow the buyer to compare quotes and negotiate the best price and specifications for the good or service.5. RFQs supports both blind and sealed RFQs. 2. RFQ modification or awarding (See Section 2.2.4 “How do I award business in an RFQ or auction”). RFQ creation (See Section 2.3 “How do I respond to a negotiation”). Price elements (See Section 2.1 “How do I create a new negotiation”).2 “How do I monitor the negotiations I have created”).1.

15 “How do I close a negotiation before its scheduled close date and time”). Manual extend (See Section 2.1.5 “How do I use the Graphic Monitor to compare competing quotes or bids for a particular negotiation line”). and how do I use them”).1. Page 29/209 .2 “Glossary”).16 “How do I cancel a negotiation”)and Disqualifying quotes (2. Sourcing Events (See Appendix 7.4. or auction”).16 “Why would a negotiation have special terms and conditions”) Quoting online (See Section 5. Terms and Conditions enforcement (See Section 5.1.14 “How do I initiate a new round of responding”).11 “How do I extend a negotiation that is in progress”) and early close features (See Section 2. Monitoring quote activity in real-time (See Section 2.1.2 “How do I monitor the negotiations I have created”).5.5.3.8 “How do I use item attributes and price elements when responding to a negotiation”).7 “What are reusable price elements and how do I create them”). Multiple RFQ styles: blind or sealed (See Section 6.7 “What are price breaks.9 “How do I disqualify responses I receive for an RFI.4.4.1.4. Online or offline awarding capability (spreadsheet awarding).4.2 “Glossary”).14 “How does Oracle Sourcing use information in Oracle Purchasing when AutoCreating draft sourcing documents”). Multi-round quoting (See Section 2.6 “Why are some RFQs and auctions associated with a sourcing event”).1. Graphic RFQ monitor (See Appendix 7. RFQ.4. Capture Total Cost (See Appendix 7. Canceling RFQs (See Section 2.13 “How do I download a spreadsheet and respond offline”).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. Integration with Oracle Purchasing (See Section 2. (5. Quote comparison (See Section 2. Real-time status updates Notes and attachments (See Section 6. (See Section 2.4 “How do I award business in an RFQ or auction”).6 “How do I submit a response online”) and offline (spreadsheet quoting).Oracle Sourcing Help Price breaks (See Section 2.

2.Oracle Sourcing Help 1. In a Multi-Attribute Weighted Scoring RFQ. 1.3.2 Can I submit multiple quotes per round? If allowed by the quote controls.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.3. ensuring the integrity of the submitted RFQ items. 1. It is the RFQ buyer's reference and review currency.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. The system validates the data.2. but quote disqualification is at the discretion of the buyer.2. This allows you to create your multi-line RFQ quickly. You can contact the buyer who created the RFQ and ask to have your quote disqualified.3.5 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. Suppliers can choose the Quote currency in which they will place their quotes.3. you can upload items using a spreadsheet. you can submit multiple quotes within the same round. 1.3 Can I cancel or retract my quote? No. 1. Page 30/209 . An RFQ buyer can setup an RFQ to accept quotes in multiple currencies by selecting the RFQ currency and then identifying any Quote currencies in which quotes will be accepted. You can prepare your list of RFQ items offline and upload the completed spreadsheet. Quotes are converted to the RFQ currency for quote review. The Unseal Date is the date when the buyer unseals the unlocked RFQ allowing the suppliers to view the quotes as well.2.3 Frequently Asked Questions: RFQs 1. Quote Currencies Additional currencies in which quotes will be accepted.2.3. but you must enter the weights and scores for an item's scored attributes online.

Page 31/209 .2. 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. When creating additional rounds for an RFQ. Downloading the RFQ contents allows suppliers to quickly respond. completing multiple item attributes. During the upload. 1. and why would I enter one? In an RFQ whose outcome is a standard purchase order. See How do I invite suppliers to my RFQ or auction? for details on identifying contacts. 1. 1. you can enter a Promise Date to differentiate your response from other competing responses. Promise Date is an required field.3.10 How can I invite a group of people from a supplier? Ask the supplier (or a supplier contact) to create a group email list that includes all the individuals who should receive the negotiation notifications.3.2.2. spreadsheet items are validated to ensure the integrity of the submitted quote.8 What is the Promise Date. you can enter the address in the Additional Contact Email field during negotiation creation. An automatic invitation will be sent to each invited supplier. you can invite additional suppliers by using the same process employed during the initial RFQ creation. 1.2.2.3.6 What is the most efficient way to quote on many line items in an RFQ? If an RFQ consists of many line items.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.2. In all other cases. Suppliers complete the quoting process by uploading the spread sheet back to the system.9 Is an RFQ always blind or sealed and why? An RFQ is always either blind or sealed.11 Can I invite additional suppliers to subsequent rounds of an RFQ? Yes. Once the supplier has provided you the email address.3. In an RFQ whose outcome is a blanket purchase agreement.3.3. the Promise Date is optional.Oracle Sourcing Help 1. the Promise Date is required only if the RFQ uses multi-attribute weighted scoring and Promise Date is one of the scored attributes. You can invite suppliers by selecting them from the supplier master list. This is one of the feature of RFQs and mirrors the general off-line behavior of this negotiation model. 1. When Promise Date is an optional response.

1. can I see who is bidding? In a sealed RFQ.2.3. Select Start New Round from the Action Menu. Use the negotiation number in the Search Negotiations fields on the Negotiations Home page to access the negotiation.3. none of the details are available for viewing by any suppliers. 1. you can use the Graphical Monitor to view quotes.14 Can I close my RFQ earlier than the original close time? If you select the Early Close option when specifying quote controls. you can start another round of quoting. you can modify the following: Title Style Ranking method Rank indicator Preview Date/Time Open Date/Time Close Date/Time Award Date/Time Collaboration team information Item information Invitation List Notes and attachments Page 32/209 . 1.3. On the Negotiations Summary page. 2.Oracle Sourcing Help 1.3. select Close Early from the Action menu to close the RFQ.15 How do I start another round of quoting in an RFQ? Once an RFQ has been closed. On the Start New Round page. Once the buyer has unlocked and unsealed the quotes. you can see how many quotes are being placed.2.2. you can manually close your RFQ earlier than the original close date/time.12 In a sealed RFQ.13 Why can't I see the graphical monitor in a sealed RFQ? While an RFQ is sealed. 3.2. 1. you cannot see either the name of the respondent or the details of the bid until you unlock the RFQ. however.

2.1.The buyer defines the auction and includes all the auction item information. Because most auctions are open for short periods of time. the business terms and conditions and intended bidders. although the close time can be extended manually or automatically based on last minute bids.2. Creating the auction (See Section 2. Responding to the auction (See Section 5.1. typically a matter of a few days. Steps in the auction process include: 1.2. Prices are established based on actual supply and demand at the time the auction is transacted. Negotiations allows buyers to establish either public or private auctions to meet the specific needs of buyers. quantity and item-specific attributes.Oracle Sourcing Help 1.3 “How do I respond to a negotiation”). Bidders participate in the auction by viewing the Page 33/209 .1 “How do I create a new negotiation”). Auctions are typically focused on creating competition between bidders.3.1. flexible auction capabilities to buyers so they can efficiently obtain the best possible price for goods and services.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. Auctions enable buyers to solicit bids for goods and services that are clearly defined. the bidding process moves quickly which results in increased competition.4 Getting Started with Auctions Getting Started with Auctions Auctions offer complete. such as office furniture or memory chips. Auctions last for a set period of time. Auctions allow real-time interaction to drive dynamic prices based on information that extends beyond price to include lead times.

blind or sealed (See Section 6. bid attribute value(s).7 “What are price breaks. Minimum Bid Decrement/Increment (See Section 2. Proxy bidding (See Section 5.12 “What is power bid”).11 “What are response controls”).3 “How do I create and edit negotiation templates”).1 “How do I create an attribute list”).11 “What are response controls”). and how do I use them”). Price breaks (See Section 2.1.1. Reusable attribute lists (See Appendix 7. Sourcing Events (See Appendix 7.15 “How do I close a negotiation before its scheduled close date and time”).2. Multiple Auction styles: open. Reusable invitation lists (See Section 2.8 “How do I use item attributes and price elements when responding to a negotiation”).4 “How do I create and edit a reusable invitation list”). bidders can view competitive bids during the auction.7 “What are reusable price elements and how do I create them”).4.4.5. Autoextend feature (See Section 2. Monitoring the bid responses (See Section 2. Manual extend (See Section 2. Capture Total Cost (See Appendix 7.3.2.1. Power bidding (See Section 5. 4.4.1.2 “Glossary”).1. If permitted by the auction rules. 3. Attribute based bidding (See Section 5.1.5 “How do I use price elements”).1. Price elements (See Section 2. bidders are immediately notified of the auction results via online notifications.2 “How do I monitor the negotiations I have created”).1.4 “How do I award business in an RFQ or auction”).3. 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.6 “Why are some RFQs and auctions associated with a sourcing event”).10 “What is proxy bidding and how does it work”). Evaluating and awarding bids (See Section 2.1.2.1. Page 34/209 . Auction features include: Auction templates (See Section 2. bid quantity.1.Oracle Sourcing Help auction items and submitting bids online.11 “How do I extend a negotiation that is in progress”) and early close features (See Section 2.

(See Section 2. RFQ. or auction”).1.2 “Glossary”).4.Oracle Sourcing Help Canceling auctions (See Section 2.5 “How do I use the Graphic Monitor to compare competing quotes or bids for a particular negotiation line”).5. Monitoring bid activity (See Section 2.5.1. Purchase order generation Real-time status updates Bidding online (See Section 5.13 “How do I download a spreadsheet and respond offline”). Graphic Auction Monitor (See Appendix 7. Bid comparison (See Section 2.9 “How do I disqualify responses I receive for an RFI.16 “How do I cancel a negotiation”) and Disqualifying bid (2.2 “How do I monitor the negotiations I have created”). Integration with Oracle Purchasing (See Section 2. Online or offline awarding capability (spreadsheet awarding). Page 35/209 .6 “How do I submit a response online”) and offline (spreadsheet bidding). (5.1.4 “How does Oracle Sourcing use information in Oracle Purchasing when AutoCreating draft sourcing documents”).1.4.4 “How do I award business in an RFQ or auction”).5 “How do I use the Graphical Monitor to view responses to items in my negotiation”) Notes and attachments (See Section 6.4.

1 What are the different auction styles? The buyer can choose from three types of auctions: Open: everyone can see the bid content. All registered users in a company can bid on the same auction. The bid controls for this auction allow multiple bids per round . someone else at your company can award an auction created by you.5 Can someone in my company award an auction that I create? If granted the appropriate authorization.Oracle Sourcing Help 1.6 Can two people from the same company bid on the same auction? Yes. The start price is the maximum price in a RFQ or auction at which bidding (or quoting) for one unit of the the item will start.2. Everyone can see the bid content once the auction is unsealed.2. buttons. The buyer can see the bids once the auction is unlocked. links. 1. 1.2 What is the difference between Quote/Bid start price and target price? When creating a new RFQ or auction.2.5. The auction to which they are responding is not owned by their company 2.1.5.2.5. or task bar options”).2. 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. but only the buyer can see the identity of the bidder. provided that: 1.5. The buyer can also choose to display the target price to the bidders for reference. Note: Two people from the same cannot quote in the same RFQ. Page 36/209 .2.5. and 3. 1.3 Why isn't there a target price for every item? Target price is an optional value.2.5 Frequently Asked Questions: Auctions 1. You can elect to display the target price to participants. 1.4 “Why can't I access some pages.4 What is the target price used for? The target price is mainly used for internal performance analysis for the buyer. 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.5. 1. They have the appropriate function security (See Section 6. Buyers are not required to designate a target price for every item. The target price is the price you hope to pay for one unit of an item.

none of the previous responses submitted are available for awarding. can they view each other's bid details? Depending on the auction style. or auction has closed.8 If my RFQ/auction is open to all suppliers.7 When two respondents from the same company place bids.5. After you initiate a new round of responding. why would I invite suppliers to participate? For a public RFQ/auction.5. and your RFQ/auction appears in that supplier's "Open Invitations" list of invitations. However.9 How do I initiate a new round of quoting or bidding? After your RFI.1. RFQ. When you invite a supplier (See Section 2.2.5.13 “How do I invite suppliers to participate in my negotiation”) to participate. that supplier receives an e-mail notification about your RFQ/auction. you are not required to send invitations to any suppliers. Page 37/209 . 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. 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).2.2.Oracle Sourcing Help 1. 1.1. you might want to send invitations to increase specific suppliers' awareness of your RFQ/auction and encourage participation.

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

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

they are automatically added to the invitation list for the new round. 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. Click Controls to modify negotiation control information. o Possible Invitation List Changes If you invited suppliers in the previous round. 6. Preview Date For RFIs. you can enter the date and time (prior to the open date and time) the negotiation is available for previewing by all eligible participants.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. Note that you have to specify a new closing date.5.2. or auction closes. RFQ. You can also add new suppliers. You can remove any supplier from the invitation list for the new round. click Submit for Approval. Page 40/209 . any uninvited suppliers who responded in the previous round are also automatically added to the invitation list for the new round. RFQs or auctions opening in the future. If there are approvers defined for this document. Review your updated negotiation information. click Publish. Click Suppliers to modify your invitation list. If there are no approvers defined for this document. *Close Date The new date and time the RFI. You can also choose to open the negotiation immediately. Additionally. o Possible Date Modifications *Open Date Date and time you want the new round of responding to begin.Oracle Sourcing Help 5. o Response Controls Modify other Response Controls as necessary. Click Review. 1. You can also choose to open the negotiation for preview immediately.

1. however. Manual Extend allows you to manually extend your auction close date/time before the auction closes. no other user at the same company can bid.5.12 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. 1.5. You can also define the total number of auto extensions and the extension period. if Bidder B bids triggering a proxy bid for Bidder A and the resulting bid results in the same Price to Total Score ration.5. a company can place one bid in each round when being invited to that round Page 41/209 . is up to the discretion of the buyer.2. best bid" is selected for a multi-round auction. that is.2. the bidder can contact the buyer and ask to have the bid disqualified.5.14 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. Bidders cannot respond to display only attributes so there is no value for comparison. 1.Oracle Sourcing Help 1. For example.5. 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.2. You can specify whether the auction is extended from the original close time or from the time when the winning bid has been received. once one user at a company responds.5.A bidder must submit a single. The response is at the company level.2. AutoExtend extends the duration automatically if new bids are received in the closing minutes of the auction. the bidder can only view the resulting Price to Total Score for a bid.11 Can a bidder retract a bid? If a bidder has submitted. 1. Bid disqualification.2.2. Bidder B receives the higher rank because the proxy bid was created by the system after Bidder B's bid. When the buyer hides scores/weights. When the bid control "No . 1.16 What is a Single Best Bid? A Single Best Bid is a response to an auction that allows only one bid per company.15 How do two bids with the same score get ranked if the prices are the same? The earliest bid gets a higher rank.

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

00. Supplier B then places another bid of USD 92.2. For example. you may need to closely monitor Multi-Attribute Weighted Scoring auctions which also use proxy bidding. not just the bid price. since proxy bids are generated based only on the price of the competing bid. However. This bid (94/100) is better than Supplier A's bid (95/90). You may need to cancel the proxy bidding process to redefine attribute information to improve your price to total score ration. Therefore.00 and a proxy minimum of USD 75.00 with a score of 90 for the item. Supplier identities are never revealed to other bidders.00. a bid can be beaten based on the Price to Total Score ratio without triggering a new proxy bid. Supplier B then bids USD 94. a proxy bid decrement of USD10. Now Supplier B's bid (92/100) is better than Supplier A's bid (84/90). 1.00 with a score of 100 for the same item.00.2.19 Can a bidder see the names of the other bidders? Bidders cannot see other bidders' identities.00) has not yet been reached. he cannot modify any attribute responses to try to improve his score. Supplier A's proxy is not triggered. Page 43/209 . Supplier A's proxy is triggered to place a new bid of USD 84.00. but since Supplier B's bid price is still higher than Supplier A's bid price.5. And since Supplier A's proxy minimum (75.18 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. To avoid these situations. This bid (84/90) is now the winning bid.5. Supplier B's bid is the winning bid even though the bid price is higher. Since Supplier B's bid price is less than Supplier A's bid price. Supplier A places a bid of USD 95.Oracle Sourcing Help 1. Supplier A's proxy will only be triggered again if there is a bid with a price lower then USD 84.

Enter Negotiation Lines (See Section 2.1.7 “What are contract terms and conditions.1. There are four main steps to creating a new negotiation: o o o o Create Your Negotiation Header (See section 2.1 How do I create a new negotiation? Use the instructions on this page to create Sourcing negotiations (RFIs.9 “How do I add lines to a negotiation”).1. RFQs. RFIs can be taken to multiple rounds until the buyer has enough information to identify supplier(s) with which to deal. Help for Sourcing Buyers 2.1.1. RFQs.1.1. 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. Define Your Response Controls (See Section 2.11 “What are response controls”) Enter Your Terms and Conditions (If Oracle Procurement Contracts is bought and licensed) (See Section 2. Therefore. You can also create new negotiations quickly by applying a negotiation template.1. This allows you to return to the creation process at a later time or have multiple people working on the same negotiation.1. and Buyer's Auctions 2. 2. Page 44/209 . the information contained in the RFI can be copied into an RFQ or buyer's auction.1.13 “How do I invite suppliers to participate in my negotiation”).1. At the conclusion of the RFI cycle.4. you can save time by copying an existing RFI/RFQ/Auction.1.1.Oracle Sourcing Help 2. You can create a negotiation and save it as a draft before submitting it. and how do I use them in my negotiation”) Invite Your Suppliers (See Section 2.1 Creating Negotiations 2.1 Creating RFIs. or auction.2 How do I create a new Request for Information (RFI)? RFI's are used to qualify suppliers and their goods and services for subsequent procurement activities.1. o If you have previously created an RFI. RFQ. and buyer's auctions).6 “What information must I provide to create my negotiation header”). RFIs are used more for gathering information on goods and service provided by a supplier than to lock in particular price information.

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

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

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.1.1. The AutoCreated document is assigned a document number.1.4 How does Oracle Sourcing use information in Oracle Purchasing when AutoCreating draft sourcing documents? If your Oracle Sourcing system is integrated with Oracle Purchasing. AutoCreate uses the requisition information to create a Buyer's Auction or Sourcing RFQ. When using AutoCreate. You can use this number to access the document in Oracle Sourcing and to Page 47/209 . 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. 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. 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. you can search for requisitions according to different attributes such as item or category and include them in a single document. Once you have identified the requisitions in which you are interested.1. 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. you can use requisition information in Oracle Purchasing to create a draft sourcing document that you can then access and edit.Oracle Sourcing Help 2.

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

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

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

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

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

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

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

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

When you have finished defining currency information. 2. Otherwise click Add Another Row and continue defining currencies and exchange rates. Select the appropriate type for your negotiation.8 How do I restrict a supplier to a particular currency? If you allow multiple response currencies for your negotiation. 3. Select the response currency.09 kroner to one dollar. To use predefined exchange rates: 1. 2. If the precision for the response currency is greater than the precision for the negotiation currency. After you have selected your suppliers in Step 5. 2. Page 56/209 . click Apply. On the Header: Manage Response Currencies page. To define your own exchange rates 1. continue creating your negotiation.1. 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 . you can choose to restrict specific suppliers to particular response currencies. The page redisplays.09 meaning . For example. Select the User Specified Rate type. The description field explains the code. 4. Specify the price precision for the currency. Define the exchange rate by entering the number of response currency units that equal one unit of the negotiation currency. To restrict a supplier to a particular currency: 1. You can use predefined exchange rates (Corporate Exchange Rate) or specify your own exchange rates (User Specified Rate). 5. select the exchange rate type. If you are finished defining alternate currencies. You assign currencies to specific suppliers when you invite the suppliers to your negotiation. 6. the system will round when converting responses into the negotiation currency. Enter the date for which you wish to use this set of exchange rates. 3. Select the checkbox to display the exchange rates if you want to allow respondents to see your response currency exchange rates. The system may contain several different exchange rate types. select a response currency for each supplier. The system's response currency codes are available from the drop down menu.1.Oracle Sourcing Help 2. Select the response currency you will accept.

select Multi-Attribute Scoring as the Ranking type. provide the following information. 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. the follow-up bid must be in the same currency as the initial response. *Indicates a required field : Page 57/209 . Multiple users in a supplier's organization can submit several initial bids." enter an exchange rate for the response currency you selected in the previous step. On the Create: Lines page. The spreadsheet is useful if you are adding a large number of lines. and how the line will be added and click Go. To add a line using the online system. how the ranking will be displayed. From the navigation bar in the top left corner. 3. Select a price precision for the response currency. 4. Your other option is to load the line information using spreadsheet upload. No other suppliers may respond in that currency unless you also associate that response currency with them. to a multi-currency negotiation." To add lines online: 1. 3. You can enter lines online or bulk load lines from a spreadsheet. Line ranking is not performed in RFIs. click "Lines. the supplier can only submit a response in either that currency or the negotiation currency. If the response currency you select for a supplier is not on your currency list.1. o o o 2. if a user submits a rebid. If you selected User Specified Rate in "Step 2: Defining Business Terms and Conditions. you must identify the goods or services you want to purchase or for which you want quotes. that response currency is available to that supplier alone. or edit a draft negotiation. Click Go.9 How do I add lines to a negotiation? When you create a new negotiation. On the Lines: Create Line page. 2.1. However. Continue creating your negotiation. accept the default value of Online from the Add Line drop down menu. each in a different currency. 2. select how the line will be ranked.Oracle Sourcing Help o If you accept the default. If you select a specific response currency for a supplier. The new price precision applies only to the suppliers to whom you assign it. Any. If you wish to score and weight your lines.

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

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

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

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

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

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

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

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

with AutoExtend set to start at the current scheduled auction close time. For example: Auction #1234. and a new winning bid is received in the final Page 66/209 ." Note: A bid decrement amount will always be applied to a supplier's current bid price. the negotiation cannot be closed until the close date and time specified above. "10. bid decrement = 20% Bidder B's original bid = $1. Otherwise. 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. That is.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. for example. rebids must decrease by a minimum amount. the decrement percentage will be calculated based on a supplier's original bid price. Use numbers. if you enable an AutoExtend of 30 minutes.Oracle Sourcing Help If you have allowed suppliers to submit multiple bids. but will be applied to the supplier's current bid price.000 Bidder A's second bid = $900 Bidder A's third bid = $800 Bidder A would not be allowed to submit a fourth bid of $750 (this is less than the minimum bid decrement of $100) Auction #2234. Allow manual extend when the negotiation is open You can choose to allow a negotiation to be extended. you can specify that they must submit rebids that are better than their current bid price by a specific minimum amount. You can enter either a straight amount or a percentage by which bids must improve. For example. If you specify your bid decrement amount as a percentage. you enter a new close date and time. bid decrement = $100 Bidder A's original bid = $1. When a negotiation is extended.

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

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

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

To create an amendment to a sourcing document: 1. the buyer can update information defined in the document if necessary. the user can participate in negotiations.. If the contact is unregistered. select which contact you wish to notify about this negotiation from the Contact menu. for example. The supplier user receives an email notification with the negotiation invitation and a link to access the user registration page. Additionally. 4. use the active negotiation's negotiation summary page. Notice that the negotiation number has now been given a suffix. enter any line changes. On the Create Amendment Header page. and there are clauses and deliverables defined to this negotiation.. deletions. The system sends notifications to the invited suppliers providing them details of the negotiation. If Oracle Procurement Contracts is implemented. Once the registration request has been approved. You cannot add or delete suppliers on the Create Amendment Suppliers page during an amendment.1.14 How do I create an amendment to a negotiation? After publishing a negotiation. 12345.Oracle Sourcing Help If there are multiple contacts for each site. Your invitees will receive email notifications inviting them to participate once the negotiation is successfully submitted. Note: You can also invite additional suppliers while the negotiation is in progress. if no preview date/time was specified) and before the close date/time.1. You go to the Create Header page. 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. To invite new suppliers. a notification is sent to invite the contact to register and participate in the negotiation. 3. This suffix is incremented every time you create a new amendment for this document. additions.. Change the negotiation rules on the Create Amendment: Controls page if necessary. 1. Page 70/209 . these can be changed on the Create Amendment: Contract Terms page. Amendments can be created anytime after the preview date/time (or open date/time. 6. 5. On the negotiations summary page. or updates to line information if necessary. This update is called an amendment. 2. Respondents are notified that the sourcing document has been amended and are required to review their previous response and resubmit it in accordance with the amendment. 2. if you know the e-mail addresses of any other contacts at the company (including possibly a distribution list). On the Create Amendment: Lines page. select Create Amendment from the Actions menu.

Once you click Publish. You can add to.Oracle Sourcing Help 7. These attributes may either require a response or no require a response from the supplier.1 How do I use negotiation templates? You can use a document template of a specific type (RFI. 2. quality. Approvers will receive notification that they need to approve the amendment. Once approved (or if approval is not required). 2. All suppliers will be required to acknowledge the amendment and resubmit their responses to be eligible for award. select the template and click Apply to create a new negotiation with this template. no new responses can be received on the previous negotiation. 4. but also to other features and performance characteristics of each line. 8. click Apply Template. On the Create: Header page. You can review the new changes compared to the current active negotiation by clicking Review. Search for and select the template you want to apply. The buyer can define unique line attributes. Draft amendments are available on the Negotiations Home page if you click Drafts in the Manage Quick Links section. Page 71/209 .1. edit.2. You can save the amendment as a draft at anytime during the creation process if you click Save Draft. See How do I create and edit negotiation templates? for instructions on creating negotiation templates. or auction) to create a new document of the same type. To use a sourcing document template: 1.2. you can submit the amendment for approval by clicking Submit for Approval on the review page. RFQ. the Submit button changes to Publish. Line attributes can then also be weighted to indicate the relative importance of a single attribute among the other weighted attributes. If you have approvers identified on the Collaboration Team on the Create Header page. When creating a negotiation.1. 2. On the results display.2 What are line attributes and attribute lists. Spreadsheets and Lists 2. and how do I use them? Line attributes enable a buyer to define multiple line-specific attributes. allowing respondents not only to respond to the price.2 Templates. the buyer can score attribute values to indicate the relative preferability of different responses.1. 3. and delivery. Click the appropriate link under the Create area of Quick Links on the Negotiations Home page. or delete any of the negotiation information provided by the template by proceeding through the steps of creating a negotiation.

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

To create a new invitation list: 1. 4. complete the following fields (*indicates a required field): o o o *List Name *Description *Access Invitation lists can be public or private. Your new list will default to private. edit and manage public invitation lists as well as their own private lists. you must complete and submit your template. Inactive templates will be stored in the system. edit the list and change the status to inactive. An invitation list can help standardize your business practices by ensuring that all appropriate participants are invited to targeted negotiations. All users in your company with the correct authorizations can view and use public lists. click Submit on the Review and Submit page. then edit your template and select a new status from the drop-down menu at the Status field. click "Create New Invitation List. Once you have defined your template. Click "Invitation" under the Reusable Lists area of Quick Lists on the Negotiations Home page.1. Complete the remaining pages by filling out the fields as appropriate for the negotiation type. but will not be available for use until reactivated. 2.2. You can add an invitation list(s) when creating a new Sourcing document. you can add these participants to a reusable invitation list.Oracle Sourcing Help want to change your template's status to Inactive.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. 2. o Status Invitation lists are initially created as active. The same list can be used for all types of sourcing document types (RFI. only you can use your private lists. and auction). Only you can create. Page 73/209 . and use your private lists. edit. Sourcing Super Users or users with the Manage Invitation Lists authorization can create. RFQ." 3. but cannot be used to create a new offer until you change the status to Active. To inactivate a list. An active list can be used immediately. An inactive list will be stored on the system. you can also attach an invitation list(s) to a Sourcing document template. On the Create Invitation List page. On the Reusable Invitation Lists page.

4.1.1. For a supplier with multiple sites. 5. click Submit. If the supplier you selected has multiple sites defined in the system. The value defined for the RFQ/Auction template. or 2. Click "Add Suppliers. Select the supplier(s) and click Add to Invitation List. If the template and spreadsheet have conflicting category values. 2.2. the system uses the following hierarchy to determine which category value to use: 1.2. 8. 5. and manage public invitation lists. When you have finished adding suppliers. If you wish to add more suppliers to your list. Click "Invitation" under the Reusable Lists area of Quick Lists on the Negotiations Home page. you can edit public lists. any attributes/price elements defined for the template are added to any attributes/price elements you define via the spreadsheet. 7. including change the access and status.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.Oracle Sourcing Help Sourcing Super Users or users with the Manage Invitation Lists job function can create. 2. update your list description. and access as appropriate. To edit an invitation list you have created: 1. If you are have the Manage Invitation Lists job function. You can also add or delete suppliers. edit. When you are finished. On the Edit Invitation List page.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. you can choose a specific supplier site to associate with this list (Supplier Site is another term for Address Name). On the search results page. 3. click Apply. 4. click "Add Suppliers" again and follow the perceiving instructions. you can add an entry for each site for that supplier if you choose. status. find your list. 2. Search for the list you wish to update. 6. The value specified in the spreadsheet. Page 74/209 ." then search for suppliers to add to your invitation list.

the attribute/price element specified by the template." and "SKU number. and item B with two attributes/price elements. and why would I add them to my negotiation lines? When you add a line to a new negotiation (RFI.1 What are line attributes. Attribute Scoring. the precedence is: 1. and do not apply to all lines in the negotiation. Adding these as required item attributes that are displayed to bidders can customize your negotiation items to your specific industry. and Price Breaks 2. In addition. The attribute(s) are added to that line only.1. if there are three attributes/price elements for your template. auction).2 How do I add line attributes to my negotiation? You can add multiple line attributes to any line in your negotiation. Page 75/209 . If there are duplicate attribute/price elements between the template and the spreadsheet.3. Line attributes define 1) unique specifications that you set for a negotiation line. a buyer can create an auction to buy a fleet of 12 vehicles for a delivery service. and your spreadsheet upload includes two items. RFQ. item A with four attributes/price elements. 2.3. Line attributes can call attention to industry-specific characteristics. While the buyer could enter this information in the auction line description. the buyer can add an attribute called "mileage" to specify that the bid item must have fewer than 12.3 Item Attributes. the attribute/price element specified on the spreadsheet 2.1." "style. retail industry negotiation items can include such attributes as "color. Price Elements. For example. see "How do I add attributes to my negotiation lines?" 2. When the buyer adds the line (vehicle) to the auction. you may choose to add one or more line attributes to that line." Metal industry negotiation items can include "grade of metal" as an attribute.000 miles on the odometer. using an attribute to define this specification calls attention to the specification. 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. and 2) the details that a participant should provide when responding to that negotiation line. For more information about how to add line attributes to your negotiation items.1.Oracle Sourcing Help 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. then bidders must enter the mileage of any bid. For example. if the buyer marks this attribute as required.

Oracle Sourcing Help

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

o

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

o

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

o

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

o

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

o

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

o

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

Oracle Sourcing Help

o

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

o

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

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

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

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Oracle Sourcing Help

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

Oracle Sourcing Help

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

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

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 = 3.62 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. 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.

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

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

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

you might create a price element list identifying normally expected transportation costs. For example.Oracle Sourcing Help o To set the weights for all attributes equally.3.3. you can apply that price element list to any negotiations (RFQs or auctions) containing items to which those price elements are applicable. the system will assign weights as equally as possible. You can create new price element lists or edit existing lists. 2. Once you have created a price element list.1. Or you might create a list that identifies additional services such as consulting or training that will be required by a particular negotiation item. This is because in the absence of a line response quantity. To create a new price element list: 1. freight charges or import duty fees. Identify hidden activities or "cost drivers" to facilitate improved analysis and decision-making. Note: If the negotiation outcome is a blanket purchase agreement.5 How do I use price elements? Price elements allow a buyer to identify additional costs associated with a particular negotiation line. Click the Price Element link under Reusable Lists on the Quick Links section of the Negotiations Home page. Page 84/209 . These costs can then be negotiated between a buyer and supplier just like the item price. click Equalize Weights. or discrete costs such as shipping fees. Buyers can specify when they create the negotiation how much they anticipate paying for these additional costs. the supplier's response values for fixed-amount type price elements cannot be converted to a unit price. which is required to compute a total unit price. 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. Take into account any additional costs or charges when considering outsourcing a project. for example. You must be assigned the Create Reusable Price Element Lists job function to create these lists.6 What are Reusable Price Element 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.1. Support supply chain operations more efficiently by recognizing and analyzing how one organization's performance and costs affect another organization. 2. Price elements allow you to: Identify suppliers with the lowest total cost per line not just the lowest item price. If there are an odd number of attributes.

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

Click the Price Element link under Reusable Lists on the Quick Links section of the Negotiations Home page. you receive the responses shown in the table below. or select the price element list and click Edit. You then set up two quantity-based price breaks. On the Edit Price Element List page. The first offers a price of 19$ per unit if buying more than 100. Your suppliers respond to your negotiation specifying their responses to your price breaks. You specify 20$ as your start or base price. 7. (This returns all price element lists using that price element. The first few words of the list description. For each (non-amount-based) line in your negotiation. 4. 2. You can search for a particular price list by : o o o o The list name. Page 86/209 . or by a certain deadline. You can then enter different assumptions into the system and have it calculate which response is the best.) 3. The search results display any price element lists matching your search criteria. you may expect to receive a discount from your supplier if you buy a large quantity of units. The name of any price element defined to the list.Oracle Sourcing Help To edit a price list: 1.1.7 What are price breaks. For example. On the Price Element Lists page. 2. you can o o o update the description for the price element list. If any price elements are inactive. 5. you can define as many price breaks as are appropriate. add or delete price elements from the list. Active or Inactive). When you have finished making your changes. and you may specify several quantity levels and the prices you are willing to pay at each. To edit the list. For these price breaks. The list status (Any. click Apply. Or you may be willing to pay more per unit if your supplier can ship the order to a special location. and how do I use them? Price breaks allow you to negotiate line prices with your supplier based on characteristics of your order. The new list is validated. search and select the list you want to edit. change the price element list status. The second offers a price of $18 a unit if purchasing over 500. 6. When you have entered the search data. you receive an error message. Example: Assume you are purchasing PC keyboards.3. you can either click the price element list name link. click Go.

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

2. Click Add Another Row to define additional price breaks. 4.1. Ship-To address/organization. Define your price breaks. For example. 2. click Analyze by Line from the Actions menus and click Go. 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.4. Analyzing Price Breaks Once you have defined your price break expectations. you will not be able to enter price breaks. If you select None. 5. You can enter values for all price breaks you defined and the system will calculate which of the responses is best for the values you entered. and effective dates (available for non-cumulative price breaks only). you could enter different order quantities and see which supplier response is the best for a certain quantity. Item attributes define 1) unique specifications that you set for an item. you can offer a particular target price. Select Required to force to supplier to respond to the price breaks you define.1. click Apply. Select the negotiation line. On the negotiations summary page. 4. Page 88/209 . and 2) the details that a participant should provide when responding to that item. you could define multiple price breaks based only on order quantity. you will not be able to negotiate on effective dates. you can have the system evaluate the supplier responses based on scenario information you enter. You can set breaks by unit quantity. On the Analyze Line: Analyze Price Breaks page. Once you have defined all your price breaks. To analyze price break information: 1. and your supplier(s) have responded with quotes. and click Analyze Price Breaks. Search for the negotiation you're interested in. You can define as many price breaks as are needed to fully define your pricing structure. otherwise select optional. Also select either Cumulate or Non-Cumulative. On the table of negotiations. If you select Non-Cumulative.1 What are some negotiations strategies I can use? When creating a negotiation. 3.Oracle Sourcing Help 3. For example. click the response number link.4 Additional Creation Topics 2. price. 5. For each price break criterion. 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.

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

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

" Note that any draft negotiations associated with this event are not shown. you can associate negotiations with the event while creating the negotiation on the Create Header page. 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. 4.2 What is a sourcing event? A sourcing event is group of related negotiations. click the event number link. delivery location. select the event and click "View Negotiations. To cancel an event.1.4. description. To see event details. Page 91/209 . Such costs could include service related costs such as training or consulting services. You have the choice of canceling only the event or canceling the event and all negotiations associated with it as well. and an inactive date. You can then start associating negotiations with it. You may want to create a sourcing event if you need to monitor several related negotiations as a group rather than individually. or promise date 2. 3. Click "Event" under the Create area of Quick Links on the Negotiations Home page. 2. On the Create Event page. To manage a sourcing event: 1.Oracle Sourcing Help Using price elements Price elements identify additional item costs beyond just price. You can continue associating negotiations with the event until its inactive date is reached. you first create an event. To see the negotiations associated with the event. click Cancel. 2. To create a sourcing event: 1. Click OK. You may also want to create an event if you want to encourage respondents to participate in multiple. 3. Your event is opened as soon as it is created. This takes you to the Manage Events page. similar negotiations. 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. enter a title. Once the event is created. You can continue to associate negotiations with the event until the event's inactive date is reached. To use events.

you can create attribute lists for use by all Sourcing buyers at your company. 2.4. On the Edit Event page. in addition to your private ones. The details of the document such as the controls. Using spreadsheets Page 92/209 . You can also move an inactive date backward although not prior to the current date/time. This allows you to standardize business practices and save time. To modify an event's information click Edit. or any other users in your organization. The public lists will be available for Sourcing buyers at your company. Using Reusable Attribute Lists Attribute lists can streamline the document creation process while providing standardization for negotiation items.1. Using Reusable Invitation Lists You can create Reusable Invitation Lists containing names of suppliers who you frequently invite to your negotiations. you can also create and manage public templates in addition to your private ones. This can help you standardize your business practice as well as speed up the negotiation creation process. Note that you can move the inactive date forward in time to extend an event. Your template will contain the features that are similar among the negotiations you commonly create. If you are assigned the Manage Attribute List job function. you may want to create a template that you can use each time you create a sourcing document. When you create a document using a template. you can modify the description and inactive date. The public document templates will be available for every Sourcing buyer at your company.Oracle Sourcing Help 5. Using document templates If many of the negotiations you create contain the same features. you can create and manage public Reusable Attribute Lists. item information. If you are assigned the Manage Sourcing Document Templates job function. have previously created. An attribute list is a grouping of attributes that are commonly used together to describe a good or service. terms and conditions. Invitation lists can be shared across the company. If you are assigned the Manage Invitation List job function.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. and invitation list are copied into a new document which you can edit if necessary. you simply open the template and add to or edit details of the template as necessary.

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

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

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

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

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

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

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

See How do collaboration teams work? for more information on collaboration teams. and if so.1. selected members can be assigned specific tasks which they must complete. Execution against global agreements can be performed by multiple local operating units. Also. the creator's manager. This is in contrast to a regular blanket purchase agreement which can exist only within the realm of a single operating unit. 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.4. when the target date is. and how do I use them? Global agreements allow buying organizations to negotiate pricing and define agreements on behalf of a shared central environment.12 How do security levels work? Buyers creating sourcing documents can control visibility to the document by specifying a security level during the describe negotiation step. and members of the document collaboration team (if any). meaning they can view but not update the document throughout its lifecycle. For example. Hierarchy The document can be viewed only by the creator.1.Oracle Sourcing Help If that member has been assigned a task. Private The document can be viewed only by the creator. 2.4. the creator's manager. Global agreements: Page 100/209 . Other members can be selected as approvers of the document. members of the document collaboration team (if any). some collaborators can be defined as having read-only access. and the Security Hierarchy members defined in Oracle Purchasing for that document type. All members identified as approvers must approve the final version before the document can be published.13 What are global agreements. There are three possible security levels a buyer can select: Public The document can be viewed by any other buyers in the buying organization. 2.

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

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

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

2.4 What are contract terms and conditions. and then click Go. To apply contract terms to your sourcing document: 1. Using contract terms is an easy way to create and maintain standardized contract text which can be customized as needed. you can create contract terms and apply them to your negotiation. and Category will default according to the Job you select. make sure you select a temporary labor. You need the Contracts Terms Library Administrator responsibility to create and maintain clauses and contract templates in the Contract Terms Library. Provide the line with a description and select a Category value. Finally. and how do I use them in my negotiation? If Oracle Procurement Contracts is installed and licensed. search for and select a contract template from the list of values. add notes or attachments to the supplier. To define a general services fixed-price line 1. See the Oracle Procurement Contracts online help for information on using contract templates. Page 104/209 . and then click Go. Search and select a Job from the Job menu. Continue defining your negotiation. Follow steps 1 and 2 above. On the Lines: Create Line page. 11. The Description. 4. Continue defining the remainder of the negotiation.Oracle Sourcing Help 10. add any notes or attachments to the supplier. 6. You need the Manage Contract Terms responsibility to create and maintain contract terms on negotiation documents. 3. Follow steps 1 and 2 above. Job Details. 6.2. 3. 2. You can use contract terms to specify legal and other requirements for your negotiation. fixed-price line type. fixed-price line: 1. On the Create Negotiation page. 5. 5. fixed-rate line type. Finally. 4. 2. add notes or attachments to the supplier. On the Create Contract Terms page. To define a temporary labor. Create attributes as needed to solicit any additional information for this line. On the Lines: Create Line page. Create attributes as needed to solicit additional information for this line. 2. Finally. click Contract Terms in the navigation bar at the top left side of the page. Continue defining the remainder of the negotiation. make sure you select a general services.

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

Once the buyer has received all the bid/quote information. and then click View Response History to see information on responses to this negotiation. Page 106/209 .2 How do I monitor the negotiations I have created? Access the negotiation you wish to monitor. To place a surrogate bid on behalf of a supplier: 1. Click the negotiation number to access the negotiation summary page where you can see information on the negotiation. It is when the buyer receives the offline copy of the response or when the supplier mails/faxes the response. access the negotiation in which you wish to bid by clicking its number. 3. To see the complete list of negotiations you created.3. Oracle Sourcing buyers can place surrogate bids on behalf of such suppliers. You also search for all open negotiations to which you have access. 2. 4. Select a contact for the supplier and click Create Surrogate Bid/Quote. a surrogate bid can be entered into the negotiation. enter the Bid/Quote Received Time. On the negotiation summary page. Continue from the Terms and Conditions page with regular a response if terms and conditions are required. 5. enter the name or contact of the surrogate supplier in the Supplier field and click Go. click Full List. On the Create Surrogate Bid/Quote: Select Supplier and Contact page.Oracle Sourcing Help Note that the Your Negotiations at a Glance section shows a limited number of entries based on time remaining. 7. If you do not see your negotiation. Negotiations in which you are participating appear under Your Negotiations at a Glance.3 How do I respond on behalf of suppliers without Internet access? Sometimes suppliers cannot place their responses online since they have no online access. 2. you can either Select View Response History from the Actions menu and click Go. Clicking the number of your negotiation takes you to the negotiation summary page. From the Negotiations Home page. You can also use the Graphical Monitor to view and compare responses to your negotiation. From the negotiations summary page. click Full List. Click the Responses number to access the Details page for the negotiation. 2.3. 6. On the Create Bid/Create Quote page. select Create Surrogate Quote/Bid from the Actions menu. and click Go. Sign on to Oracle Sourcing with Sourcing Super User responsibility.

To use Your Negotiations at a Glance: Under the Your Negotiations at a Glance area of the Negotiations Home page.Price/Score by Time or Price by Score.5 How do I use the Graphic Monitor to compare competing quotes or bids for a particular negotiation line? For any line in your negotiation. 5.Oracle Sourcing Help 2.4 What are Your Negotiations at a Glance? The Your Negotiations at a Glance feature allows you quick access to all of the open negotiations in which you are currently participating. Select a negotiation item. then click View Monitor. To perform a side-by-side analysis on all responses to the line. To view information on responses. To view the graphical monitor of a negotiation. perform a simple or advanced search to locate the negotiation whose responses you want to compare. 2. Page 107/209 . To compare negotiation attribute values for competing responses: 1. identify the negotiation you wish to view. From the Negotiations Home page. Select the line(s) whose responses you wish to inspect and choose the type of monitor you wish to view . click the number link in the Responses column. select the negotiation and click the Graphic Monitor icon. click the graph icon to the right of the negotiation. 4. To view messages sent to you from suppliers (if any) click the number link under the Unread Messages column. To view a complete list of your negotiations. From the Search Results display.3. click the negotiation number link. All participants can view the graphical monitor in open style negotiations. o o o Note: The graphical monitor is not available for sealed style negotiations until they are unlocked. Note that the table displays only a limited number of entries. you may receive responses from multiple suppliers. select the line and click Analyze. 3. response controls or invitation list. click Full List. On the Analyze Line page. Only buyers can view the graphical monitor in blind style negotiations. o To view the information about the negotiation such as item information. 2. You can easily compare the negotiation attribute values for these competing responses.3. select the responses you wish to compare and click Compare.

5. The Attribute Group Scores chart compares competing responses in terms of attribute group totals. select the type of spreadsheet you wish to down load. there will be only one segment for each graph with that segment comparing simply the price. the chart will show the total price calculated by combining all the responses to the price elements. you should also download the Instructions file. This is useful if you have received a large number of responses and want to compare them offline. If you have never used spreadsheet files before. On the Export Quotes/Bids to Spreadsheet page. 3. You can download bids whether the negotiation is open or closed. Open the file and complete it according to the directions in the Instruction file. Page 108/209 .Oracle Sourcing Help 6. Each response is identified by its response number. click the negotiation number for the negotiation to access the Negotiation Summary page. select Export Quotes/Bids from the Action menu.3.6 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 also update the spreadsheet with your award decisions and then upload it to identify winning responses. 2. 2. If you did not use price elements in your negotiation. you can view them by clicking the icon in the Notes/Attachment row. If you defined price elements to be included in your price calculation. The Analyze Line: Compare Quotes/Compare Bids page displays a sideby-side comparison of the response details for all responses you chose to compare. On the Negotiation Summary page. You can use an Excel spreadsheet file or a text spreadsheet file. From the Your Negotiations at a Glance section. Save the file. You can pause your cursor over each section of the bar to see the exact response value to that segment. Save the file to a convenient location. To download responses: 1. You can display these charts by clicking the triangular icon labeled Show Chart. Note that there may be two other charts available on the page depending on how you defined your negotiation attributes. If there are any attachments. The Price Analysis chart compares the calculated line prices offered by the responses. These charts compare different aspects of the responses. 4.

o You can select any one entry in the table and click Graph Price or Analyze. AutoAward uses the ranking capabilities and methods available in Oracle Sourcing to obtain its best award recommendation. it will use the the price being offered by the supplier for the most basic way method of ranking responses. standard award. From the negotiation summary page for this negotiation. To analyze by response: 1. you can also use a spreadsheet to perform your analysis offline. You can inspect the header attribute values (if any) by selecting multiple supplier responses and clicking Compare Header Attributes. The Compare Header Attributes page presents a side-by-side comparison of the attributes. After you have completed your award decisions. To analyze by line: 1. select Analyze by Line from the Actions menu and click Go. o To use the AutoAward recommendation AutoAward is a feature you can use when you need a quick. AutoAward can also use calculations available from Multi-Weighted Page 109/209 . the resulting Monitor page shows your responses in a graph : If you select a line and click Analyze. 2. And if there are may lines or lines with complex attributes. side-by-side display of all the responses. On the negotiations summary page. or where the response does not include responses to all negotiation lines.You can use AutoAward to have the system pick the best award. 2.7 How do I analyze the responses I have received? There are several ways of analyzing the responses you have received for your negotiation. 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. 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. The Analyze by Bid/Analyze by Quote page shows the response details from the different suppliers. as well as additional information about each line including any backing requisition information. the resulting Analyze Line: page displays additional information about the responses to that line. including that response's rank. If you select a line and click Graph Price. You can analyze by line or by response (you obtain different information depending on which type of analysis you perform). For example. However.Oracle Sourcing Help 6. upload your awards into the system. You can click Compare to obtain a more complete.3. 3. You can see the number of active bids against each line and the best quote/bid determined by the system for that line. 2. click Analyze by Bid/Analyze by Quote from the Actions menu.

Or you may be willing to pay more per unit if your supplier can ship the order to a special location. 3. Download and save the file. For these price breaks. 5. select View AutoAward. The first offers a price of 19$ per unit if buying more than 100.8 What are price breaks. or by a certain deadline. To download responses via spreadsheet for analysis: You can use the spreadsheet download feature to perform many tasks offline. Click Export. select: which type of files to download. Your suppliers respond to your negotiation specifying their responses to your price breaks. 4. From the negotiation summary page for this negotiation. 2. and you may specify several quantity levels and the prices you are willing to pay at each. For example. You can then enter different assumptions into the system and have it calculate which response is the best. You then set up two quantity-based price breaks. For each (non-amount-based) line in your negotiation. 1.3. Open the file up and use the instructions in the readme file (the . 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. Your level 1 price break Your offered price $20 Supplier Response $19 1's Supplier Response $19 Page 110/209 2's . Once the negotiation is closed. Example: Assume you are purchasing PC keyboards. select Analyze by Spreadsheet from the Actions menu and click Go. you receive the responses shown in the table below. You specify 20$ as your start or base price. The second offers a price of $18 a unit if purchasing over 500. The AutoAward Recommendation page displays the response(s) that AutoAward has decided best fit the negotiation requirements.Oracle Sourcing Help Scoring negotiations to determine the best overall total cost. As long as you have not closed the negotiation.htm file) to process the spreadsheet. you can use the spreadsheet download feature to export the response information for analysis offline. On the Analyze by Spreadsheet page. On he negotiations summary page. and how do I use them? Price breaks allow you to negotiate line prices with your supplier based on characteristics of your order. you can download a spreadsheet with which to make award decisions. you can define as many price breaks as are appropriate. 2.

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

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

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

when creating this negotiation. need-by date. You cannot manually extend your negotiation after it has closed. 3.10 Can I invite additional suppliers to a negotiation I've already created? Any user assigned the appropriate function can add suppliers to a negotiation any time before the negotiation closes. On the negotiation summary page.11 How do I extend a negotiation that is in progress? You can extend an negotiation beyond its scheduled close date and time only if you set your response controls to allow manual extension. Under the Your Negotiations at a Glance section of the Negotiations Home page.Oracle Sourcing Help 2. A notification will be sent to all participants. your new close date is January 22. If your negotiation is not displayed. Page 114/209 . 5. you entered an award date. and you extend that auction for 7 days. 6. If. To add suppliers to a negotiation: 1. To manually extend your negotiation: 1. and/or long-term agreement dates. However. and your new award date is January 27. Click Apply. On the Invite Additional Suppliers page. Click Apply. 2. click Full List. click Full List. 4. Under the Your Negotiations at a Glance section on the Negotiations Home page. 3.3. your new close date is January 18. Enter a new close date and time. 2. For example. click the negotiation number for the negotiation you wish to extend. Select Add Invitees from the Actions menu and click Go. you cannot extend an auction after its first AutoExtension has been triggered.3. if your negotiation includes a January 15 close date and a January 20 award date. click the negotiation number link for the negotiation to which you wish to add additional suppliers. You can also enable AutoExtend or modify your AutoExtend settings if you wish. On the Extend RFQ/Extend Auction page. specify a new close date and time. 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. and your award date remains January 20. Additionally. select the Extend RFQ/Extend Auction option from the Actions menu and click Go. 2. if you extend that auction for only 3 days. If you don't see the negotiation. follow the instructions to add new suppliers.

You cannot enable or modify AutoExtend settings for an auction that is in a preview period or has closed for bidding. Page 115/209 . but you cannot change any other AutoExtend settings. but you cannot change any other AutoExtend settings. However. You can also review and extend your auction's scheduled close date and time. review your current AutoExtend settings (if any). On the Extend Auction page. 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. To change your auction's AutoExtend settings: 1. If your auction enters AutoExtend mode. If your auction enters AutoExtend mode. 3. 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. select the Extend Auction option from the Actions menu and click Go. click Apply. Under Your Negotiations at a Glance on the Negotiations Home page. You cannot enable or modify AutoExtend settings for an auction that is in a preview period or has closed for bidding. 2. you can change the number of times that the auction can AutoExtend. 2. You can modify the following AutoExtend options: o o o o Lines you want to AutoExtend (AutoExtend all lines.3. On the negotiation summary page.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. 4.12 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. or upon receipt of a new winning bid). Once you have made your changed. you can still enable AutoExtend (if not enabled initially) or modify your initial AutoExtend settings after the auction opens for bidding if you selected "Allow manual extend when negotiation is open" while setting the bid controls. you can change the number of times that the auction can AutoExtend. click the number for the negotiation whose AutoExtend values you wish to change.

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

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

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

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

The system notifies all the invitees and participants of the cancellation.3. click Full List. or the items are no longer needed. there may have been too few responses. Page 120/209 . Note that you cannot manually close an auction after its first AutoExtension has been triggered. enter the new date and time you want to close the negotiation or choose to close it immediately. On the Close Early page. Amendments can be created anytime after the preview date/time (or open date/time. 1.17 How do I create an amendment to a negotiation? After publishing a negotiation. On the negotiation summary page.Oracle Sourcing Help 2. Click Apply. 2. If desired. click the negotiation number for the negotiation you wish to close. you can enter a text note to participants explaining why you are canceling the negotiation. select the Close Early option from the Actions menu and click Go. Respondents are notified that the sourcing document has been amended and are required to review their previous response and resubmit it in accordance with the amendment. This update is called an amendment. or the terms of the responses are not acceptable. To close your negotiation early: 1. 2. you may wish to simply cancel the negotiation. 2. 3. Click Apply.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. For example.3. Under the Your Negotiations at a Glance section of the Negotiations Home page. 4. enter a note to your suppliers. On the Cancel page. 4. Under the Your Negotiations at a Glance section of the Negotiations Home page. click the negotiation number for the negotiation you wish to cancel. Also the line requirements have changed. On the negotiation summary page. the buyer can update information defined in the document if necessary. In any of these cases. select the Cancel RFQ/Cancel Auction option from the Actions menu and click Go. 5. 3. 2.16 How do I cancel a negotiation? Sometimes. This note is included in the notification that will be sent.3. If you do not see the negotiation. the responses to your negotiation do not meet your needs. if no preview date/time was specified) and before the close date/time.

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

Click the Contract Terms link in the navigation bar. On the Negotiations Home page. If Oracle Procurement Contracts is implemented and the sourcing document has contract terms attached to it. open and inspect the print directly. open and inspect the print directly. search for the negotiation for which you wish to print the contract terms by clicking the negotiation number link. 3. 2. but there will only be data displayed after the recommendation has been submittted. search for the negotiation you wish to print. 2. Access the negotiation by clicking its negotiation link. open and inspect the print directly or save it to a location and review the document locally. On the Negotiations Homepage. These negotiations are listed under the Your Negotiations at a Glance section. You can view the approval history at any point. On the negotiation summary page. On the negotiation summary page. When the prompt box appears.19 How do I view the approval history for my negotiation? If you selected the "Require award approval" negotiation control. select Print Document from the Actions menu. or save it to a location on your machine and review the document there. click Full List. the clauses and deliverables are printed as well. When the prompt box appears. your award decision must be approved before you can begin to create a purchasing document. 3.Oracle Sourcing Help defined to the negotiation. 4. or save it to a location on your machine and review the document there To print contract terms only: 1. Click Preview Contract Terms. 2.3. 2. If you cannot see all your negotiations. Once you have submitted your negotiation's award decision. select Print Document from the Actions menu 3. you can view the approval status of your negotiation. On the Negotiations Homepage. When the prompt box appears. Page 122/209 . search for the negotiation you wish to print by clicking the Negotiation Number link. To print a negotiation (for suppliers): 1. To print a negotiation (for buyers): 1.

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

select View Quote/Bid History from the Actions menu and click Go. 4. 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).4 Awarding Negotiations 2. Select Unseal from the Actions menu and click Go. 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). click the number link in the Quote/Bid column. 3.4. 2. 2. 3. From the Your Negotiations at a Glance section of the Negotiations Home page. select Unlock from the Actions menu and click Go. On the Confirmation page. Additionally. Close the negotiation if it is still open. You can award an individual line to a single supplier. click "Return to Negotiation Summary. In addition. On the negotiation summary page. 2.2 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.4. To see details about a particular response. you can make your award decisions. On the negotiations summary page. Note: You will always be able to unlock and unseal an RFQ/auction you have created. 2.1 How do I view the responses I have received? 1.Oracle Sourcing Help 2. The resulting page shows details about the response. You can divide an individual line among multiple suppliers. You can accept and use the decisions generated by the AutoAward feature. Page 124/209 . other users from your company who have the appropriate function security can also unlock and unseal your RFQ/auction. an RFQ/auction cannot be awarded until it is unlocked.4." 4. click the negotiation number link of the negotiation you wish to see. To unlock and unseal an RFQ/auction: 1. There is an entry for each supplier who has placed a quote/bid in the negotiation. In addition.3 What are the different methods I can use when performing awards? Once you have closed your negotiation and analyzed the responses you received. An RFQ/auction can only be unlocked and unsealed after it is closed. The Quote/Bid History page displays the responses the negotiation has received.

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

Oracle Sourcing Help Page 126/209 .

Access the negotiation you wish to award. 2. Select Award by Line to award each line to its own supplier. To award multiple lines to a supplier: 1. you see the information on the negotiation and any responses it has received 3. 2. you can manually close the negotiation prior to its specified close date/time. 1. 3. Note: The auction or RFQ must be closed for responses before you can award business. To award the entire negotiation to one supplier. You can wait until the negotiation reaches its specified close date/time. Once the negotiation is closed. Note also that you can change the shortlist status of a supplier on this page as well. From the Action menu. Click Save Award. Once you have selected the action. select Award by Quote/Award by Bid to award an entire negotiation or multiple lines of a negotiation to the same supplier. Or select Award by Spreadsheet to download the responses to a spreadsheet file and enter your award decisions there. If you selected multiple suppliers. 1. 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. 2.4.Oracle Sourcing Help 2. award multiple lines to the same supplier. You also see entries for every Page 127/209 . their responses are displayed side by side for easy comparison. Click Award to identify the supplier to whom you are awarding the negotiation. you see the response information for the supplier(s) you selected in the previous step. select the supplier(s) to whom you wish to award the negotiation lines and click Award Multiple Lines. You can award the entire negotiation to a single supplier. This provides flexibility and allows you to quickly enter award decisions. click Go. you can begin awarding business. All lines to which the supplier responded are awarded to that supplier. select the supplier and click Award. Any lines to which the supplier did not respond are not awarded. On the negotiations summary page. you see all the suppliers who responded to your negotiation. You can enter award decisions at the supplier level or the line level. Note that you can select multiple suppliers on this page. On the Award Multiple Lines page. On the Award by Quote/Award by Bid page. To award an entire negotiation to a supplier: 1. or award each line its own supplier. On the Award Quote/Award Bid page. you see the response information on the supplier(s) you selected in the previous step.4 How do I award business in an RFQ or auction? There are several ways you can award business for a negotiation. or. if the negotiation controls allow it. On the Award by Quote/Award by Bid page.

select the radio button for the supplier to whom you wish to award that line. If you have removed any suppliers from the shortlist. Click Save Award To award a single line to a supplier: 1. 5. 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. Click "Award by Line" to return to the Award by Line page. Select the next line to be awarded and click Award. For quantity-based line types. Continue until all lines have been awarded. click Save Award. 6. This is useful if you have received a large number Page 128/209 . You do not have to award a line. Note the following: o o If you select multiple suppliers for this line. You can then save the responses as a spreadsheet file and view the instructions in the readme file contained in he zip to review offline to make your award decisions. you cannot award more units than specified in the negotiation quantity. Follow the instructions in Step 2 and Step 3 above to enter that line's award decision 7.4. 2. On the Award by Line page. For each line. the award simply identifies the supplier from whom business will be awarded in the future . you see all the suppliers that responded to this line. On the Award Line page. You can choose to leave it unawarded. select the line you wish to award and click Award.Oracle Sourcing Help line in the negotiation. To award using a spreadsheet: If you wish to download the responses for a negotiation. 3. 4. For amount-based line types. select Award by Spreadsheet from the Actions menu.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. you can choose to download only the responses from the remaining shortlisted suppliers. an awarded chekmark appears for the line. o o 3. Once you have selected the suppliers and specified the number of units to be awarded to each. Once a line has been totally awarded. but you can award less. you can split the award by entering a value in the Award Quantity for each supplier. 2.

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

Oracle Sourcing Help

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

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

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

Oracle Sourcing Help

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

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

You receive two bids as follows on the auction item:

Bidder Office Supplies Your PCs

Bid Quantity 30 30

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

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

Bidder Office Supplies Your PCs

Bid Quantity 30 30

Consumed Quantity 30 20 10

On Number 12345 12345 98762

Requisition

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

Oracle Sourcing Help

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

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

the Supplier 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. The Supplier View The Supplier View displays information on each supplier who participated in the negotiation. The Supplier view displays award recommendations in terms of all the suppliers who participated in the negotiation. 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. Among other details. Award approvers can use the information in the Award Summary page when deciding whether or not to approve the award recommendations. 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. including: Awarded Quantity The number of units currently awarded this negotiation line. Score Total score for header level attributes.current value Saving Percent Savings versus current amount expressed as a percentage. Page 134/209 .

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

Click Submit. 3. To generate a purchase order document: 1. so you may wish not to notify suppliers until a later date when the purchase document is fully approved).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. Select Complete Award from the Actions menu and click Go. The Confirmation page informs you that the award is complete. On the award Confirmation page. 4. 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). 5. If Oracle Procurement Contracts is installed and licensed. Choose an Acceptance Level from the drop-down menu.Oracle Sourcing Help 2. On the Review and Submit Complete Award page. specify the start and end effective dates. 2. you can obtain information on the supplier to whom you awarded business. click the link to return to the negotiation summary page. you can use an Acceptance Level value of Document and Signature to perform contract binding. click Submit if you wish to complete the award process. 2. On the Complete Award page. In you are creating a blanket purchasing agreement. Page 136/209 . On the Confirmation page. 3. 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. To complete the award process: 1. 4. you return to the negotiation summary page to complete the award process and generate a purchase order document. You can see you award information by clicking the link under the Details column (or by clicking "Show All Details"). See What is contract binding? for more information. On the Create Purchase Order page. 5.4. 6. If you have an approval procedure set up in Oracle Purchasing. you can choose whether or not to create a purchase order document.

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

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

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

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

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

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

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

Note the following when generating and evaluating report information: When entering a category search parameter.2. Amounts do not include lines where award quantity and award amount are unspecified. Section 4. see. Page 144/209 . see "How do I run the reports?" Note: For the Auction Outcome report parameter. you can generate a Savings by Item (Section 7. select Standard Purchase Order. Blanket Purchase Agreement. the report reflects only the system-hosted catalog item categories.1.2. 4. the report reflects only the system-hosted catalog item categories.Oracle Sourcing Help 4.2 Savings by Category report What is the Savings by Category report? The Savings by Category report displays your total savings broken down by item category.3. savings is zero. Once you have generated a Savings by Category report.1. If Current Price is not available.1. Any report displaying calculated amounts do not include any RFI amounts. or All Outcomes.2. Savings is calculated by taking the difference between Current Price and Award Price and multiplying the difference by the Award Quantity. Any report displaying calculated amounts does not include any RFI amounts.1. with the category with the highest productive award appearing first.1) report for the items listed.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. Amounts do not include lines where award quantity and award amount are unspedified. You can view the supporting awarded bid by clicking the Auction number or Bid number. To run the Awarded Bids Detail report. To run the Savings by Category report.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. The report is sorted by category.

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

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

2 Intelligence Reports 4. Currency Select the currency of interest. If left blank. 5. the report shows the total amount generated by each sourcing transaction type (bid or quote). Suppliers (if available) Select the suppliers of interest using the search icon next to the field. It also gives a breakdown by negotiation type of the total amount of money transacted. and click Go. See "How do I export report data to a spreadsheet?" 4. On the Negotiations Home page. Click the link for the report you want to run.3. 4.2. transactions for all currencies. are displayed. see "How do I run the reports?" Page 147/209 . For each supplier. In the spreadsheet.1. You can sort the report by clicking on the any of the underlined column headings. the report defaults to your functional currency. Click Export to Spreadsheet to download the report. The Sourcing Reports page displays information on the reports in the system. only transactions for that selected currency are displayed.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). if desired. o 4. o o Category (if available) Select the category of interest using the search icon next to the field.1 How do I run reports? 1. (Not all reports have all of the following search criteria. click the Reports tab.Oracle Sourcing Help To view transactions in all currencies: When you view transactions for a selected currency in a report. Enter any search criteria into the appropriate fields. including the selected currency and the currency code. 2. To run the Awards by Supplier report. Once the report displays. However. click Show Chart (if available) for a graphical representation of the report. if you want to view all transactions completed in all currencies. as well as the total amount awarded to this supplier. you can export the report data to a spreadsheet. 3.) An asterisk (*) indicates a required field: o *From and Through Date Enter a date range for extracting and summarizing transactions.

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

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

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

You can search by: Negotiation title. Simply clicking the link takes you to the page where you initiate the operation.2 How do I use Quick Links? The Quick Links section of the Negotiations Home page provides easy. 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 . Click the negotiation number link to view details of the negotiation. Category (negotiations with lines in this category). To see all the active and draft responses for your company. click Full List. Select a search parameter. enter a value for the parameter. Click "Unread Messages" to view any online discussion messages. Click "Your Company's Responses" to see details of any current responses from suppliers at your company.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. The links are organized by task and negotiation type so you can find the link for the task you wish to perform. one-step access to your most commonly performed Oracle Sourcing tasks. Negotiation number. use the Search Negotiations fields at the top of the page. Line (negotiations for a particular item or service). The table below shows some of the operations available Sourcing Buyers and Sourcing Suppliers by using Quick Links. 5.1. To find open negotiations. Event (negotiations associated with this sourcing event). and click Go. On the Active Negotiations page. To search for open negotiations in which to participate: You can access any open negotiation even if you were not specifically invited. Click All Responses to view the responses to this negotiation. you can Select the negotiation and click Respond to create a response. Negotiation creator (contact).

Under Open Invitations. pricing. Submit your response (bid. click the negotiation number to access the Negotiation Summary page for the negotiation in which you are interested. 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. Alternatively. detailed item information. The Notes and Attachments section displays any text messages from the buyer and any attached files. Monitor the action in the negotiation in which you are participating. 5.Oracle Sourcing Help Creating and managing sourcing events Updating profile information Viewing award decisions Updating profile information 5. price elements.1 “How do I access negotiations”). 2.1. Page 152/209 . Click the negotiation number to access the Negotiation Summary page. Attachments can be viewed by clicking the paperclip icon.2. Find a negotiation in which to participate (See Section 2. 3. or quote). (See section 5.6 “How do I submit a response online”). If the item has attributes. use the Search Negotiations fields to access the Active Negotiations page. 2.1.4. you can view information on the item attributes by clicking the "View" link under the Details column.1 “How do I monitor negotiations to which I've responded”). the response controls. shipping and billing information. or price breaks associated with it.4 How do I view the details of a negotiation before placing a response? 1. To respond to a negotiation you must: 1. This includes such information as the time the negotiation. The Negotiation Summary page displays all the current information for this negotiation. (See Section 5.3 How do I respond to a negotiation? Suppliers can respond to public negotiations and private negotiations to which they have been invited.1.

Once the appropriate group of suppliers has been identified. If the negotiation is sealed. On the Create Response page. enter response values as you normally would when bidding or quoting online. The purpose of RFQs and buyer's auctions is to negotiate line price and costs prior to generating a purchasing document. and the buyer can initiate a regular price/cost negotiation with the targeted suppliers. You can find open RFIs by entering search values in the Search Open Negotiations fields and clicking Go. The purpose of an RFI is to gather information on goods and services a supplier company provides. Otherwise. If the buyer chose to include the Price and Quantity fields. Line attributes appear under the Lines section of the Page 153/209 . On the Terms and Conditions page. 2. From the Negotiations Home page. 5. you can review any current responses by clicking the number link under the Responses/Quotes/Bids column. 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. These line attributes identify the questions the buyer has about a particular line. RFIs to which you've been invited will appear under Open Invitations.Oracle Sourcing Help If the negotiation is open. most negotiation lines in an RFI have attributes defined. 4.1. the Price and Quantity fields are display only and you cannot enter anything in them. the RFI can be converted to an RFQ or buyer's auction. 3. 5. select the RFI to which you wish to respond and click Respond.5 How do I respond to a Request for Information (RFI)? A Request for Information (RFI) sourcing document is different from other sourcing documents such as RFQ or buyer's auction. you can only see the response history if you are the buyer. Buyers use responses to an RFI to qualify suppliers early in the procurement process. no one can see the responses until the negotiation is over and unsealed. Since the purpose of an RFI is to obtain product and service related information for a negotiation line. search for any open RFIs or RFIs to which you've been specifically invited. you are required to provide values for these fields. To respond to an RFI: 1. If the negotiation is closed. From the Results: Active Negotiations. RFIs may or may not be concerned with line price or costs. either accept or reject the negotiations conditions.

Note: Before you select a currency. If correct. this value appears in the Target Value column. you are asked to read and accept the negotiation terms and conditions. If you want to view any responses that have already been submitted. verify your response values. You can only see the existing responses when the negotiation is open or unsealed. o Quote Currency (Bid Currency) The buyer might allow quotes/bids in currencies other than the RFQ/auction currency (the currency used to create the RFQ or auction). click Submit. select Create Quote/Create Bid from the Actions menu to create a response to the negotiation. 3. enter the following information. 8. You can see details of the negotiation on the negotiation summary page. If the buyer has chosen to display an attribute target. you can select the currency in which you will place your quote/bid. all response prices (such as start price and target price) will be listed in the RFQ/auction currency. After you select a currency. click Accept. including ones to which you were not explicitly invited to.Oracle Sourcing Help Create Response page. On the Active Negotiations page. click View Quote History/View Bid History. To submit response online: 1. you will see all prices listed in your chosen currency. 2. The Attribute Type column shows you whether a response is required or optional. On the negotiation summary page. When you have responded to all required and optional line attributes. find your negotiation and click the negotiation number link there. When entering responses. 5. If the buyer has defined Terms and Conditions. you can enter search values into the Search Negotiations fields and click Go to list all negotiations in the system. Page 154/209 . If so. On the Create Response: Review and Submit page. On the Create Quote/Create Bid page. click Continue 7.1.6 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. After reading the terms and conditions. be aware of the following size limits: o o o Attribute: 240 characters Target: 4000 characters Response: 4000 characters 6. Alternatively.

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

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

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

providing a search value and clicking Go. On the Line: page.1. 3.7 How do I view the attachments associated with the negotiation to which I am responding? In addition to the typical negotiation information. you see any notes and attachments assigned by the buyer to the line. 4. click Return to Negotiations to return to the negotiation summary page. Page 158/209 . When you respond to a negotiation that includes item attributes and/or price elements. Click the Lines subtab to see details of the negotiation lines.1. 2. From this page you can continue placing a response.8 How do I use item attributes and price elements when responding to a negotiation? When creating a new negotiation. on occasion the buyer may need to communicate or request additional information such as specialized requirements. you can view these specific item details (if allowed by the buyer) and enter additional values to target your response. To view the notes and attachments: 1. Alternately. The buyer can use the note text box for short communications or use attachments for larger amounts of information. Price elements identify additional costs associated with an item which need to be negotiated in addition to the item price. 5. click the negotiation number link under Your Company's Open Invitiations to view negotiations to which you have been invited. the page displays the negotiation header information. To see the detail information for each line. 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. Notes and attachments can be assigned to the negotiation header or the negotiation lines. The first attachment is the requisition header attachment. a buyer can add item attributes and/or price elements to any item(s) in the negotiation. The second attachment is the line attachment. search for an open negotiation by selecting a search criteria. click that line's number link. there will be two attachments for each line. Once you have viewed all your attachments. Click the negotiation number link to display the negotiation summary page.Oracle Sourcing Help 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. From the Negotiations Home page. By default. 5.

5. 3. 5. Item attributes also allow you to provide more information and details when entering responses. Using price elements allows you to target additional costs related to a particular negotiation item. and 2) the details that a negotiation participant should provide when entering a response for that item. select the category from the View menu. then click Go. Locate an open auction in which you'd like to bid. On the Create Bid page.1. They define 1) unique specifications that are set for a negotiation item. Page 159/209 . Such costs can include discrete charges such as import duties or activities such consulting or training costs. Click Create Bid to deactivate AutoRefresh and place a bid on the auction.10 What is proxy bidding and how does it work? By activating proxy bidding. On the AutoRefresh page. 5. Your bid status is No Bid for any item on which you have not placed a bid. click AutoRefresh On. your responses to an item's attributes are scored and weighted to allow the buyer to make more informed decisions. Win for any item on which you have the current best bid price. you can set your responses apart from your competitors' responses and enable buyers to make better-informed award decisions. In an auction that includes more than one item. you can adjust the AutoRefresh interval setting to change the length of time between page refreshes. 2.9 What is AutoRefresh? AutoRefresh enables you to continuously monitor the bidding in an auction before or after you submit a bid. In Multi-Attribute Weighted Scoring negotiations. If you want to display only those auction items that are included in a specific category. The AutoRefresh page updates the current best bid price and your bid status for each item in the auction. and Lose for any item on which you have been outbid. 4.Oracle Sourcing Help Item attributes provide extra information about a negotiation item. Select the auction and click Respond. 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 allow the system to automatically rebid on your behalf whenever a competing bid price beats your bid price.1. you can proxy bid on some items and bid manually on others. To activate AutoRefresh: 1. By providing item details and specifications in item attribute fields. You cannot proxy bid on any items that have price elements.

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

However. In both these cases. click the Response number link. Select the items for which you wish to disable proxy bidding. the system will continue to rebid at lower prices until the bidder's minimum bid price is reached. the promise date offered by the bidder may need to be updated due to unforeseen situations at the time the proxy was begun. there may be certain instances in which the bidder needs to end proxy bidding early. Cancelling proxy bidding In most cases. continue entering your new bid information (including new proxy specifications if desired). Power bidding cannot be used if any of the auction items contain price elements. 3. the bidder may wish to update the non-price related information to improve the price to total score ratio. When you use power bid. For example.12 What is power bid? Power bid allows you to expedite your rebidding when you have bid on several items in the same auction.11 How do I turn off proxy bidding? Proxy bidding allows a bidder to have the system automatically rebid whenever a competing bid is received. To view the details of your current bid. 5. the bidder may wish to halt the proxy bidding to update bid information. Click Create Bid to create a new bid. To continue placing a new bid.Oracle Sourcing Help 5. 2.1. and click Cancel All Proxies. once proxy bidding has been initiated.1. To cancel proxy bidding. Once you have placed a bid using proxy bidding. you can monitor its progress by locating the negotiation number under Your Active and Draft Responses section of the Negotiations Home page. Usually. The Cancel Proxy Bidding page shows all line items for which you have proxy bidding enabled. this happens when the bidder needs to update bid information. At this point. click Create Bid. all of your bids (losing and winning) in an auction are improved by the percentage you enter in the Power Bid field. Or in a multiattribute weighted negotiation. Page 161/209 . proxy bidding in suspended. it can be allowed to run to conclusion. The bidder specifies the amount of the price decrement (expressed as a percentage or a flat price reduction) and the minimum price to offer. On the Rebid page. When the Rebid page appears. Once enabled. 1. click Cancel Proxy at the bottom of the page. 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.

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

On the negotiation Details page. If you need to make changes. Browse to the location where you saved your spreadsheet file. After you have located the negotiation in which you wish to participate. 5. click Submit. check your response information.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. On the Review Quote/Bid page. the initial round might have been simply for information gathering purposes. Quote/Bid controls. 3. Once you have displayed the new negotiation. The Bid Confirmation/Quote Confirmation page displays your bid number. The Multi-Round Modifications Summary page shows you negotiation information that has been updated since the previous round. notifications are sent to the original and any newly added participants. 5. you can continue placing your re Page 163/209 . you will need to respond to that item again. or the buyer may decide to change negotiation criteria such as terms and conditions. click Create Quote/Bid. use your Back button. Verify the details of your quote or bid. enter your new bid information and click Continue. you can easily identify the updated information by clicking View New Round Summary. 8. your prior response is carried over to the new round. If the negotiation is an RFQ. The system will validate the response information you entered in your spreadsheet. or the invitation lists. You respond to a second-round negotiation the same way as to the initial negotiation. 4. 2. After you have analyzed the updated negotiation information. you can respond with your new Quote/Bid. If correct.1. There are several reasons why this might happen.1.14 How do I rebid on an RFQ or auction? 1.Oracle Sourcing Help 7. Click Submit. Once the buyer has published the updated RFQ/Auction. Access the negotiation on which you wish to rebid. On the Rebid/Requote page. Click the response link to access the Details page. 9. If the item is unchanged from the previous round. If the buyer has updated an item for the new round. Click Import.

review the document information. Select the negotiation and click Respond. If you do not accept the negotiation's terms and conditions.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. click Cancel.1. To respond to a negotiation that was amended after your first response: 1.17 How do I respond to an amendment to a sourcing document? After publishing a negotiation.Oracle Sourcing Help 5. the buyer may need to update some of the information defined in the sourcing document. 2. Search for the negotiation. 1. these terms and conditions are presented before you enter the details of your response. then continue entering your response. Such updates are called amendments. click Accept. To respond to a negotiation that was amended before your first response: If the amendment was made prior to your first access. Page 164/209 . When you respond to such a negotiation. Once you have acknowledged all the amendments.1. If you placed a response before the amendment was made. 3. you must review and acknowledge each one. 4. On the Acknowledge Amendment page. 6. You will not be allowed to enter a response in the negotiation. 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. To be eligible for an award decision. you must review and acknowledge the amendments and place a new response. If there are multiple amendments. Once a document has been amended. you must have reviewed all the amendments and placed a response to the latest one. you will only be able to respond to the amended version. click the checkbox and then click Acknowledge. you can continue to respond to the negotiation normally. 5. You are informed that the negotiation has amendments and are prompted to acknowledge them. Review the negotiation's terms and conditions. 5.

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

Oracle Sourcing Help

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

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

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

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

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

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

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

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

5.2.3

How do I track the status of my responses?

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

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

5.2.4

What information is contained on the Disqualified Responses page?

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

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5.2.5

What information is contained on the Awarded Items page?

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

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Your Response Number The number you assigned your response.Oracle Sourcing Help 5.7 How do buyers and suppliers communicate while a negotiation is in progress? There may be times when buyers and suppliers need to contact each other directly for additional information or clarification.2.2. The Rejected Items page allows you to drill down into detailed information about the negotiation and your response to it. Reason Any message provided by the buyer explaining why the item was not awarded. Negotiation Number The number assigned the negotiation by the system. 5. participants can communicate with each other by entering into an ongoing conversation called an online discussion. Once a negotiation has been published.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. if any.| Type The type of negotiation: RFQ. Page 170/209 . Response Price The price at which you offered to sell the item. Promise Date The date by which you promised to deliver the item. The Rejected Items page shows: Response Number The number assigned to your response by the system. Response Quantity The number of item units you offered to sell the buyer. or Buyer's Auction Item Description Description of the negotiation item.

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

the bidder may wish to update the non-price related information to improve the price to total score ratio. there may be certain instances in which the bidder needs to end proxy bidding early. this happens when the bidder needs to update bid information. it can be allowed to run to conclusion.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. proxy bidding in suspended.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. Page 172/209 . once proxy bidding has been initiated. the bidder may wish to halt the proxy bidding to update bid information. In both these cases. Once enabled. Canceling proxy bidding In most cases. For example. Or in a multiattribute weighted negotiation. However. Usually.2. the promise date offered by the bidder may need to be updated due to unforeseen situations at the time the proxy was begun. 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. 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. At this point. the system will continue to rebid at lower prices until the bidder's minimum bid price is reached.

To print a negotiation (for buyers): 1. or names of invited suppliers. When the prompt box appears. current prices. Once you have placed a bid using proxy bidding. On the Negotiations Homepage. Select the items for which you wish to disable proxy bidding. and click Cancel All Proxies. On the negotiation summary page. Government organizations in particular present solicitation packages according to a unified format. 3. 4.2. the clauses and deliverables are printed as well. search for the negotiation you wish to print. continue entering your new bid information (including new proxy specifications if desired). or save it to a location on your machine and review the document there. If you cannot see all your negotiations. The printed version also does not include any price elements defined to the negotiation. Click Create Bid to create a new bid. To continue placing a new bid. 2. These negotiations are listed under the Your Negotiations at a Glance section. mail or email. click Create Bid. To view the details of your current bid. open and inspect the print directly. 2. When the Rebid page appears. Responders should be able to complete negotiation documents and return the results by FAX. click Cancel Proxy at the bottom of the page. you can monitor its progress by locating the negotiation number under Your Active and Draft Responses section of the Negotiations Home page. The printed version of the negotiation is appropriate for public display since it excludes all internal data such as internal attributes. click the Response number link. On the Rebid page. If Oracle Procurement Contracts is implemented and the sourcing document has contract terms attached to it. Buyers need the capability to download and print a negotiation for offline review. Access the negotiation by clicking its negotiation link.Oracle Sourcing Help To cancel proxy bidding. 5. click Full List. 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). 1. select Print Document from the Actions menu 3. Page 173/209 .9 How do I print information on my negotiation? Much business communication today is carried and managed offline. The Cancel Proxy Bidding page shows all line items for which you have proxy bidding enabled.

To respond to a negotiation that was amended before your first response: If the amendment was made prior to your first access. open and inspect the print directly or save it to a location and review the document locally. When the prompt box appears. click the checkbox and then click Acknowledge. You are informed that the negotiation has amendments and are prompted to acknowledge them. 5. review the document information. On the negotiation summary page. Page 174/209 . On the Acknowledge Amendment page.10 How do I respond to an amendment to a sourcing document? After publishing a negotiation. When the prompt box appears. On the Negotiations Home page. If there are multiple amendments. To be eligible for an award decision. search for the negotiation for which you wish to print the contract terms by clicking the negotiation number link. 2. you can continue to respond to the negotiation normally. 4. Search for the negotiation. 3. On the Negotiations Homepage. 1. Click Preview Contract Terms. 3. Click Yes. Select the negotiation and click Respond. select Print Document from the Actions menu. 2.Oracle Sourcing Help To print a negotiation (for suppliers): 1. Once a document has been amended. you must have reviewed all the amendments and placed a response to the latest one. 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. 6. Such updates are called amendments. 5. you must review and acknowledge each one. you must review and acknowledge the amendments and place a new response. Once you have acknowledged all the amendments. 2.2. Click the Contract Terms link in the navigation bar. the buyer may need to update some of the information defined in the sourcing document. 3. 4. open and inspect the print directly. you will only be able to respond to the amended version.

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

Oracle Sourcing Help

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

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

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

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

5.3 Searching
5.3.1 How do I search for negotiations?

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

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

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

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

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

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

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

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

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

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

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

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5 Whom should I contact about technical difficulties? If you experience technical difficulties with this system you should contact your system administrator. you should contact your system administrator to request additional function assignments. button.6 What if I have problems uploading files? Check the online Help about errors or failures. Your Sourcing responsibility assignments determine which features you can use. the connection. link. note the error text if any. particularly for large files.1. task bar option. links. Users who are associated with this responsibility can access and perform specific features. or task bar options? All system features are controlled by function security and your userid. Agreement Start Date/Agreement End Date The period during which the blanket purchase agreement is effective. If you still cannot determine the cause of an error or failure. the steps you performed that led to the problem. some browsers will not upload files or browse directories whose names contain language-specific marks such as accents or umlauts. or if you cannot view or access a specific page. or multibyte languages (such as Chinese).1. Note: Depending on how the system is set up.1. Your system administrator controls function security by creating a Responsibility consisting of different functions. Then contact your system administrator. and (for bulk load jobs only) the job number. 6. 6. or if your upload does not complete. and apply only when you have selected "blanket purchase agreement" as the auction outcome. If you are using a slow dial-up connection. Function security means that features can be used only by users who are allowed access to the features. may time out before the system receives the file. try placing the file in a WinZip file to reduce the file size or using a faster connection to the system.4 Why can't I access some pages. If you receive a Task Access Restriction message.Oracle Sourcing Help 6. If the feature in which you are uploading allows. 6.2 Glossary A Agreement Terms (Blanket Purchase Agreement only) Agreement terms are optional. Total Agreement Amount Page 180/209 . or other feature. buttons.

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

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

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

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

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

the decrement percentage will be calculated based on a bidder's original bid price. You can enter either a straight amount or a percentage by which bids must improve.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). If you specify your bid decrement amount as a percentage. 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). For example: Auction #1234. bid decrement = 20% Bidder B's original bid = $1. Note: A bid decrement amount will always be applied to a bidder's current bid price.000 Bidder A's second bid = $900 Bidder A's third bid = $800 Auction #2234.000 Bidder B's second bid = $800 Bidder B's third bid = $600 Minimum Release Amount Page 186/209 . but will be applied to the bidder's current bid price. M Minimum Bid Decrement The minimum amount by which bids must decrease This is set in the auction's bid controls. bid decrement = $100 Bidder A's original bid = $1.

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

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

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

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

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

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

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

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

com/accessibility/. 6. may not always correctly read the code examples in this document. Page 195/209 .oracle. 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. with good usability. and supporting documentation accessible. a Windows screen reader. Oracle neither evaluates nor makes any representations regarding the accessibility of these Web sites.1 Accessibility of Code Examples in Documentation JAWS. These other Oracle Applications may require separate licenses. 6. our documentation includes features that make information available to users of assistive technology. JAWS may not always read a line of text that consists solely of a bracket or brace. to the disabled community.4 Product Integration and Licensing This documentation includes information about many features of Oracle Applications other than this product. 6. Standards will continue to evolve over time. and contains markup to facilitate access by the disabled community.2 Accessibility of Links to External Web Sites in Documentation This documentation may contain links to Web sites of other companies or organizations that Oracle does not own or control. For additional information.3.3.3 Documentation Accessibility Our goal is to make Oracle products. The conventions for writing code require that closing braces should appear on an otherwise empty line. services. visit the Oracle Accessibility Program Web site at: http://www. This documentation is available in HTML format. however. and must be fully installed to take advantage of their features.Oracle Sourcing Help 6. To that end.

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

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

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

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

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

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

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

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

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

1 About Clauses A standard clause is the legal or business language used to author a contract.9. You can either approve clauses before adding them to the contract template. Add the clauses to a contract template. These templates can then be used to default clauses and deliverables on a contract. you must perform the following steps: 1. the text of a standard clause in the business document can be changed. or you can leave the clauses in draft form. Page 205/209 . Non-Standard Clauses Non-standard clauses exist only in business documents. Prior to approval.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. at which point the clause becomes a non-standard clause. all the clauses in the contract template automatically become standard clauses in the business document. or a standard clause that you edit and make non-standard. 2. 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. You can create and modify standard clauses in the Library. 7.2 “About the Contract Terms Library”). not in contract templates. Apply the contract template to a business document. After you apply the contract template to a business document. Approve the contract template. You can create templates that include both clauses and deliverables. Unless protected.Oracle Sourcing Help 7. 3. In order to make standard clauses available to be used in business documents. the contract template can contain both approved and draft clauses. A non-standard clause is a clause that you create to add in directly into the business document. Standard Clauses A standard clause is a clause defined in the Library (See Appendix 7. Clauses are drafted based on both business and statutory requirements.9.

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

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

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

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

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