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

.1......................... 105 2........................4 Can I create and save sourcing documents without submitting them? .............................. and how do I use them?.................1............ 96 2... 117 Page 5/209 2....10 Can I invite additional suppliers to a negotiation I've already created? .........3........9 What are amount based line types........ 86 2..12 How do I change my auction's AutoExtend settings while the auction is in progress?....3... and how do I create and use them? . 99 2.............. 100 2.....4.Oracle Sourcing Help How do I use price elements? ....3... 114 2........................1.............2 Using Oracle Services Procurement and Oracle Procurement Contracts........................................3 How do I respond on behalf of suppliers without Internet access?..1.....4........3 Are there any shortcuts available when creating a sourcing document? .............1............3.............1...............4......... 97 2...........2 What kind of services can I negotiate for?.............5 How do I use the Graphic Monitor to compare competing quotes or bids for a particular negotiation line?.. and how are they used? ...........................................................................6 ..................3....................................................1.................................................................7 What are contract terms and conditions.....1 How do I create a deliverable and use it in a negotiation document?......................4............. 84 2.............. and how do I use them?............4........5 How do I create a deliverable and use it in a negotiation document?................4.....................................................1... and how do I use them in my negotiation?.....................3.............................................. 104 2.....3................ 114 2......................6 How do I download the responses I have received? ..............9 How do buyers and suppliers communicate while a negotiation is in progress? .......... 88 2......... 110 2...............................2............13 What is shortlisting and how do I use it? ............................................ 103 2.........................11 Who can participate as team members? ........................ 107 2.........1...........1 How do I access negotiations? ...1...2. and how do I use them in my negotiation?..........4........12 How do security levels work? ..............................4.......................8 What are price breaks........................................ 107 2.....1...................3...........1....4 What are contract terms and conditions....... 95 2... 112 2............6 How do I copy a sourcing document?.2 What is a sourcing event? ...3..4..................4............................................ 93 2... 106 2............................... 115 2................4 What are Your Negotiations at a Glance?....... 84 What are Reusable Price Element Lists......4..........4 Additional Creation Topics ...........3.....5 2.............. and how do I use them?......1.... 116 2............3.... 108 2.. 102 2..........7 How do I analyze the responses I have received?........ 98 2... 109 2........13 What are global agreements...............11 How do I extend a negotiation that is in progress? ....................3.....10 How do collaboration teams work? .............................................3 How do I define services related lines?.........3...................................4.3 Monitoring Negotiations..........................4...8 How do I view the backing information for lines AutoCreated from Oracle Purchasing?...............1...... 106 2................1................................................................................................................. 88 2............. 92 2....3.3..........................................2 How do I monitor the negotiations I have created? .........................3....................................2......................................... 102 2....7 What are price breaks........................................3..1...1 What are some negotiations strategies I can use? .....................2.... 100 2......................................................... 105 2.......14 How do I initiate a new round of responding?............................... 96 2.......................................1................. 98 2... 91 2..... 103 2........

.... 120 2..............3 What are the different methods I can use when performing awards? .......................18 How do I print information on my negotiation? .........4..3...............................7 How do I use a spreadsheet to award negotiation items?...................................20 How do I manage deliverables I have assigned to a negotiation?..................4...............5........................................1.8 How do I allocate backing requisitions among awarded items? ........1................................. 128 2...............2 Intelligence Reports .....................4..................... 145 What is the Awarded Quotes report? ...........1......................... 127 2.. 121 2................ 138 2............................................ 148 Page 6/209 2.1 What is the Awards by Supplier report? ...........5.........1 How do I update my Sourcing personal options? .......................6 How do I manually score header attributes? ... 133 2...19 How do I view the approval history for my negotiation? ..5.......................................................................4......................... 123 2...................4............ My Profile . 147 4.............. or auction? ...........10 What information is contained on the Award Summary page? ..............................1...3 Awarded Bids Detail report ............. 139 2.. Sourcing Buyer Intelligence Reports...............2....2 What is the Savings by Category report?............................................12 How do I generate a purchase order document? ................... 145 4......................................................5......................... 137 2........ 143 4............................ 143 4....4 Awarded Quotes report ..3 Searching for draft negotiations .........................1...... 124 2......... 145 4...........................3..................4..... 138 2.2 What are the Sourcing Intelligence reports I can generate?........................................ 124 2....4 How do I award business in an RFQ or auction?...2...........5 Searching...............................3................................. 130 2.........1 Searching for your negotiations in which you are participating: ......................................... 144 4.6 Searching for addresses:................................5......... 147 4....... 144 What is the Awarded Bids Detail report? .................1......................................................16 How do I cancel a negotiation?..........................................3..............2 How do I unlock and unseal a sealed RFQ or auction? ............. 124 2..... 120 2................................. 120 2......5.............4..........1..........................2............................................. RFQ...1.................................... 124 2.........4....... 122 2........................... 141 2....................1.....2...........................4 Searching for suppliers:..................5 How do I download the responses I have received? .......4.......... 129 2.............1..... 136 2............. 140 2.... 137 2.........................4..................4....................2 Searching for all negotiations to which you have access:..........1 Introduction to Sourcing Intelligence...............1....5 Searching for lines and categories................ 144 4....5...1 What is Sourcing Intelligence? ....4 Awarding Negotiations .......................4...................... 147 4...............3 How do I export data to a spreadsheet? .................1..... 139 2........................9 How do I disqualify responses I receive for an RFI.......................1 How do I run reports? ............................................3...............................................1.......................4...1 How do I view the responses I have received? .................1 Awards by Supplier report ..................2... 143 4...1 How do I search for information on Oracle Sourcing? ... 143 4..... 131 2...............17 How do I create an amendment to a negotiation? ......13 What is contract binding?...................... 142 4................................... 141 3......................3...................... 137 2........................... 133 2..........2..... 142 3............................. 143 4.......................... 135 2.........................7 Searching for lists........15 .....................................5.................1.........1......Oracle Sourcing Help How do I close a negotiation before its scheduled close date and time?.................2 Savings by Category report......................3.............11 Can I see information on my negotiations once I have completed awarding them? ........

........................1.......................2............................................... 177 6.......................1..........................8 How do I turn off proxy bidding? .................................................. 159 5.......................1..................................... 167 5. 161 5................1......1............2.2.......... 148 4................................. 178 6...............................................................17 How do I respond to an amendment to a sourcing document? .............15 How do I respond to a negotiation that has gone to an additional round of responding?...1....2.....................1...............2...............12 What is power bid?..... 158 5....................3 How do I respond to a negotiation? ..........1 Additional Topics ....... 178 6..2 How do I use Quick Links?.......................................................... 158 5.......................... 154 5..........................14 How do I rebid on an RFQ or auction? .....2...............1 What are the benefits of registering and participating in this system? .........................7 How do buyers and suppliers communicate while a negotiation is in progress? ......................1... 166 5............................................................. 152 5....................................................16 Why would a negotiation have special terms and conditions? ...5 What information is contained on the Awarded Items page? ..........................................................2 How do I use Quick Links?...................................5 How do I respond to a Request for Information (RFI)?......3 Searching.............3 What is a WinZip (or zip) file? ....................................2....1 How do I access negotiations? ...... 165 5..................................................................... 164 5...........1...1................................................11 How do I turn off proxy bidding? .. 173 5....3 How do I track the status of my responses?. 153 5.............................................................1 How do I monitor negotiations to which I've responded? ...1.... 167 5............................................... 170 5............ 175 5...........................................1................... 150 5.2................. 167 5......... Additional Information............4 What is the Awarded Quotes report? ............... 170 5............................................................................................................................................ 150 5..................1........................7 How do I view the attachments associated with the negotiation to which I am responding? .....4 How do I view the details of a negotiation before placing a response? ............1..1.......... 168 5..... 162 5.........................4 What information is contained on the Disqualified Responses page? ...........12 How do I respond to a service-related line?... Help for Sourcing Suppliers...6 What information is contained on the Rejected Items page?....................................2............... 179 6... 152 5.............3 What is the Awarded Bids Detail report? .........................................1.............................................. 150 5.............1............. 167 5.............................................................................. 174 5............... 159 5..........................2....................1 Responding to Negotiations.....1......................18 How do I respond to a deliverable defined to a negotiation?.1...................................9 How do I print information on my negotiation? .........10 What is proxy bidding and how does it work?... 163 5.........6 How do I submit a response online? ......... 176 5................ 179 Page 7/209 ...2..1 How do I search for negotiations? .................................................2 Monitoring Negotiations.Oracle Sourcing Help 4............................ 172 5.... 169 5............ 163 5....................... 164 5.........................11 How do I respond to a deliverable defined to a negotiation?..2...1...3.........................................2 Can international companies participate? ........2.... 177 5............... 151 5...13 How do I download a spreadsheet and respond offline?....8 How do I use item attributes and price elements when responding to a negotiation? ....................9 What is AutoRefresh? ........10 How do I respond to an amendment to a sourcing document? .... 161 5...........1.......... 149 5.2.............19 How do I respond to a service-related line?.................................1. 178 6.......

.................1 How do I create an attribute list? ...........................................................................9 About Contract Templates .............................. 195 6.......... 196 7.................1 What are the Awards by Supplier report? .......................................................................................... 204 7...................1 What are the Sourcing Intelligence reports I can generate?........................3.............1 What are header attributes and how do I use them?.........1........1.3 About Deliverables............... 203 7.5 How do I use the Graphical Monitor to view responses to items in my negotiation?..................................... 207 Variable Identification ......... buttons............................................................ 180 6............................ 180 6................................................... 199 7............................................9.......9. 198 7.................... 208 Page 8/209 ....................................... 207 Value Sets for Variables................................... 195 6......................................................... 195 6......................................................................... 206 System-Defined Variables ...4 What is the Awarded Quotes report? ..1.1.................6 What if I have problems uploading files? ................4 Why can't I access some pages................ 197 7............................. 203 7..................................3 Documentation Accessibility ..................................8 Can suppliers communicate with each other while a negotiation is in process? ...............................................................9............................................................4 How do I enter business terms and conditions for my RFxs and auctions? ............................2........ links.........................2 What is the Savings by Item report? ....................................1....................................................................4 Product Integration and Licensing.....9...................................... 205 Non-Standard Clauses..... 206 7......................... 196 7......... 208 7.................................................... or task bar options? .............................................................................................. 195 7....... Appendix ....... 207 User-Defined Variables..................................................... 180 6...................................................1 Accessibility of Code Examples in Documentation .. 198 7.........................................................3... 205 7.............7 What are reusable price elements and how do I create them? ......... 197 7...............Oracle Sourcing Help 6..............................1 About the Contract Terms Library........3 What is the Awarded Bids Detail report? ............................................3 What are score settings and how do I use them with header attributes? .... 207 Deliverable Variables........ 198 7.......................................... 206 Table Variables ..............6 Why are some RFQs and auctions associated with a sourcing event? .......................... 199 7.........1................................................................1 About Clauses ...... 196 7.................5 Whom should I contact about technical difficulties?...2 About Variables ........................... 200 7...2 Accessibility of Links to External Web Sites in Documentation...................................................... 205 7..............1..........................................2 Reusable Attribute Lists .......... 202 7.............................. 180 6............1.....................2 Glossary......... 205 Standard Clauses ...3.................................

click "Edit" under the Drafts Quick Links section. To create templates and reusable lists to simplify negotiation creation. You can enter many different personal options such as your language. RFQ. and password. If you are a Sourcing Supplier.Oracle Sourcing Help 1.1 “What are the Sourcing Intelligence reports I can generate”) for many transaction types.1 “How do I update my Sourcing personal options”).1 New to Sourcing? 1. 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. see Getting Started for Suppliers. If you are responsible for administering the Sourcing system. among others. This system also provides graphical summary and detail reports (See Appendix 7.1 What can I do with Oracle Sourcing? If you are a Sourcing Buyer. You can create a request for information (RFIs). Page 9/209 . and Buyer's Auction. You can monitor your negotiations in real time and communicate with participants using online discussions. click the appropriate link(s) in the Quick Links section of the Negotiations Home page. click the Preferences link at the top of the page. If your system is integrated with Oracle Purchasing. Click the Intelligence tab on the Sourcing Home page. 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. buyer's auction (See Section 2. date format. check the Negotiations at a Glance section. click the appropriate create link from the Quick Links section of the Negotiations Home page. Getting Started for Buyers As a Sourcing Buyer you have access to a wide range functionality with Oracle Sourcing.1.1 “Creating Negotiations”). To manage draft negotiations on which you and others may be working. To create an RFI. request for quotations (RFQs). see Getting Started for Buyers. see Getting Started for the Sourcing Super User. To monitor the negotiations in which you are participating. Getting Started 1.

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

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

Buyers can use the information obtained to subsequently conduct an RFQ or buyer's auction.4 “How do I create and edit a reusable invitation list”) Sourcing Template (See Section 2.1 Frequently Asked Questions: Oracle Sourcing 1.7 “Can I accept responses in multiple currencies”) Multiple Language support Notes and Attachments (See Chapter 6.2. and then use that information to create negotiations that drive prices based not only on price. Buyers use real-time interaction to obtain information on suppliers' products and services. and item-specific attributes. quantity.2 “Glossary”) Terms and Conditions enforcement (See Section 5.Oracle Sourcing Help 1. requests for information (RFIs).2.1. “How do I create and edit negotiation templates?”) and Copy features (See Section 2.1. Buyers and sellers.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.4.1. The four different types of sourcing documents available .1 What is Oracle Sourcing? Oracle Sourcing offers flexible negotiation capabilities to buyers and sellers. can bypass intermediaries and establish relationships that might not have been possible using more traditional methods of buying and selling.2 Getting Started with Oracle Sourcing 1.1. Page 12/209 .2. but on lead times.1.1.6 “How do I copy a sourcing document”) Multiple Currency support (See Section 2.2.requests for quotations (RFQs). Prices are established based on actual supply and demand at the time the negotiation is transacted. Common Functionality All sourcing document types have the following common functionality to simplify the negotiation creation process: Reusable Attribute Lists (See Appendix 7. who might never meet face-to-face. enabling them to efficiently obtain the best possible prices for goods and services.1 “How do I create an attribute list?”) Reusable Invitation Lists (See Section 2.2. and buyer's auctions.3.1.

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

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

the buyer has the power to fine-tune the RFQ and initiate detailed negotiations. Therefore. Buyers can discover new suppliers or buyers and get competitive pricing or improved service. This information generates competition and encourages suppliers to submit their best possible price. as necessary. and auctions. At the conclusion of the RFI cycle. Once the auction is completed. The supplier responds by answering the buyer's questions. Once suppliers have submitted an initial round of proposals (quotes).2 What are the differences between the available negotiation types? The four types of negotiations are Requests for Information (RFIs)'. such as office furniture and memory chips. Buyers can tailor each auction to control who can see bids during the auction. The buyer uses supplier responses to identify the group of suppliers who should be included in the subsequent negotiation. RFQs can be blind (buyer can see the quotes during the RFQ. so suppliers can never see each other's quotes while the negotiation is in progress. request for quotes (RFQs). but suppliers cannot) or sealed (neither buyer nor suppliers can see the quotes until the RFQ is closed and the quotes are unsealed). RFIs are used more for gathering information on goods and service provided by a supplier than to lock in particular price information. Many different items can be included in an auction. and whether partial bids are allowed. RFIs can be (and typically are) taken to multiple rounds until the buyer has enough information to identify supplier(s) with which to deal.Oracle Sourcing Help 1. suppliers are immediately notified of the auction results via online notifications. This process may go through multiple rounds of negotiations and quotes. See the table below to help you determine which type of negotiation to create. suppliers can view all bids submitted while the auction is open. Requests for quotes (RFQs) RFQs enable buyers to collect quotes from suppliers for complex and hardto-define items or services. If permitted by the buyer. Auctions Auctions enable buyers to solicit bids for goods and services that are clearly defined. Page 15/209 . RFIs typically do not make reference to item price or quantity. Requests for Information (RFIs) RFI's are used to qualify suppliers and their goods and services for subsequent procurement activities. RFIs identify important item criteria on which the buyer needs information. the information contained in the RFI can be copied into an RFQ or buyer's auction. whether multiple rounds of bidding are possible. such as made-to-order manufacturing or construction projects. The RFQ process is generally the longest of the negotiation processes.1.2.

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

3.11/2.1.1.1.8) RFIs use item attributes to solicit item information from suppliers.1.1.10) Bidding (See Power Bidding (See Section 5. Manual Extend/Early Close (See Sections 2.1.2.8) Section 5.1. terms and conditions.1.1.15) scheduled close Minimum Bid date. Page 17/209 .4.4. and invitation list are copied into a new document which you can edit if necessary.4.10) Price Elements Attribute Based Bidding (See Section (See Section 5.11) 2.1.4.4. have previously created.4.3.7) 1. item information.1.11) an RFQ or close an RFQ earlier Early Close (See Section than the 2.3 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. or any other users in your organization. Multiple If allowed by bidders may multiple bids.8) Extend/Early Close (See AutoExtend (See Section Section 2.11) Price Breaks (See Section Price Breaks (See Section 2. submit Other Proxy Bidding (See Attribute Based Section 5.11) Buyers can Manual Extend (See manually extend Section 2.2) Information obtained during the RFI can be used to create a new negotiation document.Oracle Sourcing Help Attribute Based Bidding (See Section 5.1.8) Price Elements (See Manual Section 5.8) 5.1.1. Decrement/Increment (See Section 2.7) 2. Convert to negotiation document (See Section 2. Bids buyer.15) Buyers can manually extend an RFI or close an RFI earlier than the scheduled close date. Multiple Quotes The RFQ business process allows suppliers to submit a single quote per round. The details of the document such as the controls.

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

2.2. or display only.1. optional." Alternatively.6 What is attribute based negotiation and how can I use it? Attribute based negotiations enable buyers to define multiple item-specific characteristics.2. Item attributes and their responses comprise the heart of the RFI process.1. in essence "answering" the buyer's question. How do I continue working on it? You can continue working on a document saved as a draft by After clicking Save Draft. These attributes represent important aspects of the item for which the buyers need information from their suppliers. From this page you can access and edit any of your draft negotiations. buyers define attributes for negotiation items. you can click "Manage Draft Negotiations" to access the Manage Draft Negotiations page. Suppliers reply to the item attribute. these lists are shared across all document types and can be accessed by the buyer as required. 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. ensuring that only one user can work on a draft at any time. these attributes can be either required. From this page.2. The document is released when Page 19/209 . but also to other features salient to each item.1. and delivery. 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. quantity. Depending on the setting chosen during the negotiation creation. you see the Confirmation page.Oracle Sourcing Help 1.1.1. 1.4 Who can utilize the spreadsheet functionality? Both buyers and suppliers can utilize the spreadsheet functionality to save time when creating or Quoting/Bidding on multi-line item negotiations. called item attributes. 1. When creating an RFI. 1. you can click "Continue editing your draft.8 How do I stop others from editing a draft negotiation I am working on? Every time you edit a draft negotiation the system automatically locks the document.7 I just saved a negotiation as a draft document.5 Are reusable invitation lists and reusable attribute lists shared across all three negotiation types? Yes. 1. that allow bidders/suppliers not only to respond to the price. You are granted exclusive control until you release it.2.

making it available for award.1.12 I know I can create RFQs and auctions in both Oracle Purchasing and Oracle Sourcing.2.1. You delete it from the Manage Draft Negotiations page. (Users with the appropriate function security.) 1. can I award business to quotes/bids from the previous round? Once you save a new round of Quoting/Bidding. can unlock draft auctions/RFQ which were locked by other users.) Another user removes the lock. such as the Sourcing Super User. The system automatically updates the status of the previous round to Closed. you are not required to enter any information. Negotiations lines entered directly in Oracle Sourcing can include item numbers and item revisions if the item information was retrieved from the Item Master. Negotiations with Round Completed are not available for awarding. the system automatically updates the status of the previous round to Round Completed.2. 1.9 What is the minimum information I need to enter before I can save a draft negotiation? Enter the information required for Step 1 of the creation process. However. 1. you can delete the draft for the new round from the Manage Draft Negotiations page. If you wish to create a draft for a new round. What are the differences? You can create RFQs and auctions in both Oracle Purchasing and Oracle Sourcing. It is removed from the system.11 Why do some items in my negotiation have item numbers and others do not? Item numbers and item revisions appear if the negotiation item is AutoCreated from a requisition line having an item from the item master. The information from the previous round is enough to save a draft. The draft creator selects the draft and clicks Unlock on the Manage Draft Negotiations page.1. 1.10 If I have saved a draft of a new Quoting/Bidding round. Each has its own benefits: Page 20/209 . You submit it (the draft becomes a valid negotiation in the system).Oracle Sourcing Help You save it. (The original creator can always unlock a draft.2.1. You can save an negotiation as a draft as soon as you get to Step 2.2.

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

the system ranks the supplier only on the basis of price. In other words. 1.2. However. A buyer can view bids plotted on a Price to Total Score graph to assist in analysis of quotes/bids.1. however.2. The buyer can still award the item regardless of the ratio. 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.17 Can I accept multiple currencies in my negotiation? Yes.1. quantity. Though suppliers in a multi-currency negotiation can submit responses in several currencies. suppliers can quote/bid on price. 1. In a Multi-Attribute Weighted Scoring negotiation. item attributes can be scored and weighted.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. the negotiation currency defaults to the functional currency defined for your operating unit. The lowest ratio receives the highest rank. reflected in the Price to Total Score ratio. In both price-only and Multi-Attribute Weighted Scoring negotiation. but it offers the lowest price per point of score. To lower the ratio for an item included in a bid. 1. they are allowed to respond in only one currency per response. Whenever you view the responses you have received. delivery dates and attributes of an item.1. you can allow bids or quotes in currencies other than the negotiation currency. The lowest ratio among competing responses may not offer the lowest price. When you create a new negotiation. the buyer can still award the negotiation to any supplier regardless of the Price to Total Score ratio values.2. 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.Oracle Sourcing Help 1. you can invite these users Page 22/209 . the system will automatically convert the responses to the negotiation currency. The winning response is decided based on the buyer's definitions of the relative importance of item attributes.1.2.16 What is the difference between Price-Only and Multi-Attribute Weighted Scoring RFQs/auctions? In a price-only negotiation.18 How do I invite non-registered supplier contacts to register with the system? If a supplier company has already been defined to your system (using Oracle Purchasing) and you know of any non-registered contacts at the supplier company whom you wish to invite to current or future negotiations. it offers the best value for the money.

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

Search for and select the supplier company name by using the flashlight icon (if the supplier company information does not exist within the system. You receive a confirmation that the new user has been registered. a buyer with the appropriate authorization can add the company to your Supplier Master). 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. Select the applications to which the user will have access. 3. acknowledge intent.20 What is the purpose of notifications? Who receives them and when? Notifications are used to communicate specific events to users.Oracle Sourcing Help To register a user yourself: Anyone with the Sourcing Super User authorization. 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. enter the required information.2. From the Portal page.1. On the Register an External User page. click "Register a Supplier User.2. 1. can directly register and approve users. Event Recipient Purpose To inform them that the negotiation is open for previewing or bidding To invite them to acknowledge intent.1. Click Register. and participate To inform them about the newly updated close time To inform about the extended close date/time newly Early close of an All invitees and suppliers RFQ or auction Extend close date/time of an All invitees and suppliers RFQ or auction Page 24/209 . Invitations are automatically sent to each supplier." 2.

Oracle Sourcing Help Disqualify a bid or Supplier whose response To inform the supplier the bid has quote has been disqualified been disqualified All bidders in the open and To inform all bidders/suppliers that Disqualify a bid or sealed auction. When the reminder gets sent depends on the duration of the negotiation. they receive a reminder email notification once the negotiation has opened for either previewing or responding. Negotiation Duration Reminder Email Sent Equal to or less than One hour after the Preview/Open Date 24 hours Page 25/209 . 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. and the close date. The negotiation duration is the length of time between either the preview date (if the buyer specified one) or the open date.1.2. 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.

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.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. the reminder is not sent. Once you have completed this spreadsheet.2. however. canceled or deleted before the reminder time. then invitees do not receive any reminder. they do not receive reminders. you can download a spreadsheet which you can complete offline to specify your response information. Such acknowledgments are intended to enhance communication between buyers and suppliers and inform buyers of the potential participation.2. you can respond to negotiations created by your company's affiliates. 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. 1.23 Can I respond to a negotiation created by someone in my company? No. 1. if they are added after the original reminder time. If the buyer starts another round of negotiation before the reminder time.1. these new invitees receive reminders at the original time. then invitees do not receive a reminder. they receive it at the original reminder time. Otherwise. 1.2. you can upload it to enter your responses into the system to. If the negotiation is closed. Bulk loading is also useful if you respond in similar negotiations that occur repeatedly. Page 26/209 . It is not mandatory to acknowledge your intent before submitting responses. If additional companies are added before the original reminder time.1. You cannot respond to any negotiation that your company owns. However.Oracle Sourcing Help More than 24 hours but less than one One day after the Preview/Open Date week Equal to or longer Three days after the Preview/Open Date than one week Notes: If the buyers manually advance the close date to before the original reminder time.

1.Oracle Sourcing Help 1. On the Award Summary page.1. As the system administrator.2.26 How many characters can be entered into the Item Description and the Note fields? For an Item Description field. select Award Summary from the Action menu and click Go. On the Negotiations Summary page. Page 27/209 . you can enter a maximum of 2000 characters. which includes the purchase order numbers along with other information.2. Click the Administration tab.25 Can I invite additional suppliers to an RFQ or auction I've already created? Yes.1. You can also search Oracle Purchasing by entering the original requisition information. you can enter a maximum of 240 characters. In Oracle Sourcing. 1. You can search for the purchase orders in Oracle Purchasing by entering the negotiation data." Select the indicator and specify whether users can override your selection. the negotiation number. Any user assigned the appropriate job function can add suppliers to an RFQ or auction any time before the close date and time. you can require a particular indicator be used for all negotiations.2.1. for example. and then click "Negotiations Configuration. access the negotiation whose associated purchase orders you wish to see by entering the negotiation number into the Search Negotiations fields.1.27 Can the system administrator require buyers to use a certain rank indicator? Yes.2. You can check your Notifications for the Purchase Order Creation Notification. 1. This displays all purchase orders for a particular negotiation.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. click the response number link to view the information on that response including the corresponding purchase order created for that response. For a Note field.

3 “How do I respond to a negotiation”). suppliers are immediately notified of the results via online notifications.4 “How do I award business in an RFQ or auction”). RFQ is typically used for complex items or services such as made-to-order manufacturing items or construction projects. Quote preparation and submission (See Section 5.Buyers can monitor real-time quote activity and take appropriate action.1 “How do I create an attribute list”). Reusable attribute lists (See Appendix 7. 3.3 “How do I create and edit negotiation templates”).2 Getting Started with RFQs RFQs support the full business process to solicit quotes from suppliers. Once the RFQ is completed. buyers can review quotes and award the RFQ or submit a modified RFQ for another round of quoting. The RFQ process usually lasts days or weeks through multiple rounds of negotiations.5.1. 4.2 “How do I monitor the negotiations I have created”). The suppliers' responses to the RFQ allow the buyer to compare quotes and negotiate the best price and specifications for the good or service.1. RFQ modification or awarding (See Section 2. Buyers analyze the quotes and either award the RFQs or modify the RFQs and open them for another round of quoting. Suppliers cannot view competing quotes while the negotiation is in progress. RFQs enable buyers to collect quotes from suppliers for complex and hard-to-define items or services.2.2. 2.4.3. RFQ monitoring (See Section 2. Once suppliers have submitted an initial round of quotes.1. Buyers initiate RFQs that may include multiple line items by publishing the RFQ and inviting suppliers.1 “How do I create a new negotiation”). Price elements (See Section 2.5 “How do I use price elements”). Steps in the RFQ process include: 1.2.Oracle Sourcing Help 1. RFQs typically consist of multiple rounds with competition focused on whether supplier(s) can meet the specific requirements.1. Page 28/209 .1.Suppliers view the RFQ details and submit their quotes online.1.4 “How do I create and edit a reusable invitation list”). Reusable invitation lists (See Section 2. RFQ creation (See Section 2.2. RFQ Capabilities RFQ templates (See Section 2. RFQs supports both blind and sealed RFQs.

Capture Total Cost (See Appendix 7.3.Oracle Sourcing Help Price breaks (See Section 2.1.1.1. Multi-round quoting (See Section 2.7 “What are reusable price elements and how do I create them”).16 “Why would a negotiation have special terms and conditions”) Quoting online (See Section 5. Canceling RFQs (See Section 2.4. Real-time status updates Notes and attachments (See Section 6.2 “Glossary”). Multiple RFQ styles: blind or sealed (See Section 6.5.13 “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. Manual extend (See Section 2.2 “Glossary”).4.9 “How do I disqualify responses I receive for an RFI.2 “How do I monitor the negotiations I have created”).1.11 “How do I extend a negotiation that is in progress”) and early close features (See Section 2.14 “How does Oracle Sourcing use information in Oracle Purchasing when AutoCreating draft sourcing documents”).4. Monitoring quote activity in real-time (See Section 2. or auction”).7 “What are price breaks. (See Section 2.6 “Why are some RFQs and auctions associated with a sourcing event”).8 “How do I use item attributes and price elements when responding to a negotiation”).6 “How do I submit a response online”) and offline (spreadsheet quoting). Graphic RFQ monitor (See Appendix 7.16 “How do I cancel a negotiation”)and Disqualifying quotes (2. Quote comparison (See Section 2.15 “How do I close a negotiation before its scheduled close date and time”).4. Online or offline awarding capability (spreadsheet awarding). RFQ.5 “How do I use the Graphic Monitor to compare competing quotes or bids for a particular negotiation line”).5.4.1. Integration with Oracle Purchasing (See Section 2. Sourcing Events (See Appendix 7.4. and how do I use them”).1. (5. Terms and Conditions enforcement (See Section 5. Page 29/209 .4 “How do I award business in an RFQ or auction”).14 “How do I initiate a new round of responding”).

but you must enter the weights and scores for an item's scored attributes online.Oracle Sourcing Help 1. Quotes are converted to the RFQ currency for quote review.2.2.3 Can I cancel or retract my quote? No.3. In a Multi-Attribute Weighted Scoring RFQ. 1. This allows you to create your multi-line RFQ quickly. but quote disqualification is at the discretion of the buyer.3.3. You can prepare your list of RFQ items offline and upload the completed spreadsheet.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. you can upload items using a spreadsheet.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.3 Frequently Asked Questions: RFQs 1. 1. The Unseal Date is the date when the buyer unseals the unlocked RFQ allowing the suppliers to view the quotes as well.3. Page 30/209 . you can submit multiple quotes within the same round. It is the RFQ buyer's reference and review currency. Quote Currencies Additional currencies in which quotes will be accepted. ensuring the integrity of the submitted RFQ items. You can contact the buyer who created the RFQ and ask to have your quote disqualified. The system validates the data.2 Can I submit multiple quotes per round? If allowed by the quote controls.3.2. 1. 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.2.2.2.4 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. 1. Suppliers can choose the Quote currency in which they will place their quotes.

1.3. and why would I enter one? In an RFQ whose outcome is a standard purchase order.2. Promise Date is an required field. Suppliers complete the quoting process by uploading the spread sheet back to the system. 1. Downloading the RFQ contents allows suppliers to quickly respond.3. spreadsheet items are validated to ensure the integrity of the submitted quote.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.2.3. See How do I invite suppliers to my RFQ or auction? for details on identifying contacts.6 What is the most efficient way to quote on many line items in an RFQ? If an RFQ consists of many line items. In all other cases. you can invite additional suppliers by using the same process employed during the initial RFQ creation. An automatic invitation will be sent to each invited supplier. 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. 1.2.3. you can enter a Promise Date to differentiate your response from other competing responses. 1.2. You can invite suppliers by selecting them from the supplier master list. completing multiple item attributes.2. During the upload.9 Is an RFQ always blind or sealed and why? An RFQ is always either blind or sealed.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. Page 31/209 . 1. When creating additional rounds for an RFQ. In an RFQ whose outcome is a blanket purchase agreement. you can enter the address in the Additional Contact Email field during negotiation creation.8 What is the Promise Date.11 Can I invite additional suppliers to subsequent rounds of an RFQ? Yes. This is one of the feature of RFQs and mirrors the general off-line behavior of this negotiation model.Oracle Sourcing Help 1.3. When Promise Date is an optional response.3. the Promise Date is optional. the Promise Date is required only if the RFQ uses multi-attribute weighted scoring and Promise Date is one of the scored attributes.2. Once the supplier has provided you the email address.

On the Start New Round page. Once the buyer has unlocked and unsealed the quotes.3. select Close Early from the Action menu to close the RFQ. you can start another round of quoting.3.2. you cannot see either the name of the respondent or the details of the bid until you unlock the RFQ. can I see who is bidding? In a sealed RFQ.Oracle Sourcing Help 1.14 Can I close my RFQ earlier than the original close time? If you select the Early Close option when specifying quote controls. 1.3.15 How do I start another round of quoting in an RFQ? Once an RFQ has been closed. however. 1.2. 1. you can see how many quotes are being placed. you can use the Graphical Monitor to view quotes. 1. Use the negotiation number in the Search Negotiations fields on the Negotiations Home page to access the negotiation. Select Start New Round from the Action Menu.3. none of the details are available for viewing by any suppliers. 3.2.13 Why can't I see the graphical monitor in a sealed RFQ? While an RFQ is sealed. On the Negotiations Summary page. you can manually close your RFQ earlier than the original close date/time.2. 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 . 2.12 In a sealed RFQ.

Oracle Sourcing Help 1.4 Getting Started with Auctions Getting Started with Auctions Auctions offer complete.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. such as office furniture or memory chips. Auctions are typically focused on creating competition between bidders.1 “How do I create a new negotiation”). the bidding process moves quickly which results in increased competition. flexible auction capabilities to buyers so they can efficiently obtain the best possible price for goods and services. 2. although the close time can be extended manually or automatically based on last minute bids. Steps in the auction process include: 1. Auctions allow real-time interaction to drive dynamic prices based on information that extends beyond price to include lead times. quantity and item-specific attributes. Negotiations allows buyers to establish either public or private auctions to meet the specific needs of buyers. typically a matter of a few days. Bidders participate in the auction by viewing the Page 33/209 . the business terms and conditions and intended bidders.The buyer defines the auction and includes all the auction item information. Prices are established based on actual supply and demand at the time the auction is transacted.2.1. Because most auctions are open for short periods of time. Auctions enable buyers to solicit bids for goods and services that are clearly defined. Auctions last for a set period of time.2. Creating the auction (See Section 2.1.1. Responding to the auction (See Section 5.3 “How do I respond to a negotiation”).3.

1. Capture Total Cost (See Appendix 7.15 “How do I close a negotiation before its scheduled close date and time”). Sourcing Events (See Appendix 7.11 “What are response controls”).6 “Why are some RFQs and auctions associated with a sourcing event”).4 “How do I create and edit a reusable invitation list”).2 “Glossary”).12 “What is power bid”). Reusable attribute lists (See Appendix 7.1.4 “How do I award business in an RFQ or auction”).3 “How do I create and edit negotiation templates”). Manual extend (See Section 2.1.1. Attribute based bidding (See Section 5. bidders can view competitive bids during the auction. bid quantity.7 “What are reusable price elements and how do I create them”). Power bidding (See Section 5. Price breaks (See Section 2. If permitted by the auction rules.1.1. Multiple Auction styles: open.8 “How do I use item attributes and price elements when responding to a negotiation”). and how do I use them”).4.10 “What is proxy bidding and how does it work”). Once the auction is completed.1.5. Proxy bidding (See Section 5.The buyer and all other participants can monitor the real-time activity during the auction and take action as necessary. The buyer analyzes the bids and awards the auction based on the price. 3. blind or sealed (See Section 6. Monitoring the bid responses (See Section 2.11 “How do I extend a negotiation that is in progress”) and early close features (See Section 2.1.1.4. Reusable invitation lists (See Section 2. Autoextend feature (See Section 2. Page 34/209 .2.3.1.11 “What are response controls”). Price elements (See Section 2.1 “How do I create an attribute list”).3.4. bid attribute value(s). Evaluating and awarding bids (See Section 2. Auction features include: Auction templates (See Section 2. bidders are immediately notified of the auction results via online notifications.7 “What are price breaks.Oracle Sourcing Help auction items and submitting bids online.1.2. Minimum Bid Decrement/Increment (See Section 2.5 “How do I use price elements”).2 “How do I monitor the negotiations I have created”).2. 4.

4.5. Online or offline awarding capability (spreadsheet awarding).1.2 “How do I monitor the negotiations I have created”).4. RFQ. or auction”). (See Section 2.Oracle Sourcing Help Canceling auctions (See Section 2.2 “Glossary”).4 “How do I award business in an RFQ or auction”).1.5 “How do I use the Graphic Monitor to compare competing quotes or bids for a particular negotiation line”). Monitoring bid activity (See Section 2.5.9 “How do I disqualify responses I receive for an RFI.1. Page 35/209 . (5. Purchase order generation Real-time status updates Bidding online (See Section 5.1. Bid comparison (See Section 2.5 “How do I use the Graphical Monitor to view responses to items in my negotiation”) Notes and attachments (See Section 6. Graphic Auction Monitor (See Appendix 7.4 “How does Oracle Sourcing use information in Oracle Purchasing when AutoCreating draft sourcing documents”).16 “How do I cancel a negotiation”) and Disqualifying bid (2.6 “How do I submit a response online”) and offline (spreadsheet bidding).13 “How do I download a spreadsheet and respond offline”).4. Integration with Oracle Purchasing (See Section 2.

Note: Two people from the same cannot quote in the same RFQ.5 Can someone in my company award an auction that I create? If granted the appropriate authorization.2. All registered users in a company can bid on the same auction. provided that: 1. 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.2.Oracle Sourcing Help 1. Everyone can see the bid content once the auction is unsealed. The buyer can also choose to display the target price to the bidders for reference.5.1. They have the appropriate function security (See Section 6. 1. Page 36/209 .5 Frequently Asked Questions: Auctions 1.2 What is the difference between Quote/Bid start price and target price? When creating a new RFQ or auction.5.1 What are the different auction styles? The buyer can choose from three types of auctions: Open: everyone can see the bid content.2. someone else at your company can award an auction created by you. The target price is the price you hope to pay for one unit of an item.5. but only the buyer can see the identity of the bidder. 1. and 3. 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.3 Why isn't there a target price for every item? Target price is an optional value.2.5. You can elect to display the target price to participants. The bid controls for this auction allow multiple bids per round . Buyers are not required to designate a target price for every item.4 “Why can't I access some pages. The buyer can see the bids once the auction is unlocked. links.5. 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. The auction to which they are responding is not owned by their company 2. 1.5.2.2. 1.4 What is the target price used for? The target price is mainly used for internal performance analysis for the buyer. buttons. or task bar options”). 1.6 Can two people from the same company bid on the same auction? Yes.2.

2. 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. However. none of the previous responses submitted are available for awarding.9 How do I initiate a new round of quoting or bidding? After your RFI. When you invite a supplier (See Section 2. or auction has closed. that supplier receives an e-mail notification about your RFQ/auction.5.2.Oracle Sourcing Help 1. Page 37/209 . can they view each other's bid details? Depending on the auction style. 1.1. and your RFQ/auction appears in that supplier's "Open Invitations" list of invitations. you might want to send invitations to increase specific suppliers' awareness of your RFQ/auction and encourage participation.8 If my RFQ/auction is open to all suppliers. why would I invite suppliers to participate? For a public RFQ/auction.5.5. RFQ. After you initiate a new round of responding.13 “How do I invite suppliers to participate in my negotiation”) to participate. you are not required to send invitations to any suppliers.1.2. 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).7 When two respondents from the same company place bids.

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

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

Additionally.5. You can also add new suppliers. You can also choose to open the negotiation for preview immediately. Click Controls to modify negotiation control information. Award Date (RFQs and auctions only) You can choose to enter a new award date/time if this differs from the timing in the previous round of negotiation. Click Review. 7. click Submit for Approval. Preview Date For RFIs.2. RFQs or auctions opening in the future. or auction closes. you can enter the date and time (prior to the open date and time) the negotiation is available for previewing by all eligible participants. o Possible Invitation List Changes If you invited suppliers in the previous round. o Possible Date Modifications *Open Date Date and time you want the new round of responding to begin. click Publish. Review your updated negotiation information. Click Suppliers to modify your invitation list. o Response Controls Modify other Response Controls as necessary. 6. Note that you have to specify a new closing date. If there are approvers defined for this document.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.Oracle Sourcing Help 5. RFQ. *Close Date The new date and time the RFI. 1. any uninvited suppliers who responded in the previous round are also automatically added to the invitation list for the new round. If there are no approvers defined for this document. You can remove any supplier from the invitation list for the new round. Page 40/209 . You can also choose to open the negotiation immediately. they are automatically added to the invitation list for the new round.

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. 1.2.5.2.2.5.5.2. that is.15 How do two bids with the same score get ranked if the prices are the same? The earliest bid gets a higher rank.16 What is a Single Best Bid? A Single Best Bid is a response to an auction that allows only one bid per company. if Bidder B bids triggering a proxy bid for Bidder A and the resulting bid results in the same Price to Total Score ration.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.2. When the bid control "No . Manual Extend allows you to manually extend your auction close date/time before the auction closes. AutoExtend extends the duration automatically if new bids are received in the closing minutes of the auction. a company can place one bid in each round when being invited to that round Page 41/209 . Bidders cannot respond to display only attributes so there is no value for comparison. the bidder can only view the resulting Price to Total Score for a bid. 1. no other user at the same company can bid.5. You can also specify if the autoextend is for the entire auction or particular line items. The response is at the company level. 1.5. 1.13 Why are display-only attributes not visible in the Bid Compare page? Display only attributes are used to convey information to bidders. best bid" is selected for a multi-round auction. is up to the discretion of the buyer. For example. the bidder can contact the buyer and ask to have the bid disqualified. Bid disqualification. Bidder B receives the higher rank because the proxy bid was created by the system after Bidder B's bid.2.Oracle Sourcing Help 1. however. You can also define the total number of auto extensions and the extension period.11 Can a bidder retract a bid? If a bidder has submitted.A bidder must submit a single. 1.5. once one user at a company responds. When the buyer hides scores/weights. You can specify whether the auction is extended from the original close time or from the time when the winning bid has been received.

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

To avoid these situations.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.2.00.5.19 Can a bidder see the names of the other bidders? Bidders cannot see other bidders' identities.00) has not yet been reached.00. Supplier identities are never revealed to other bidders.00 with a score of 90 for the item. a bid can be beaten based on the Price to Total Score ratio without triggering a new proxy bid. Now Supplier B's bid (92/100) is better than Supplier A's bid (84/90). Page 43/209 . Supplier A's proxy is triggered to place a new bid of USD 84.Oracle Sourcing Help 1.00. Supplier A's proxy will only be triggered again if there is a bid with a price lower then USD 84. 1. a proxy bid decrement of USD10. Supplier B then bids USD 94. Supplier B then places another bid of USD 92.5.2. You may need to cancel the proxy bidding process to redefine attribute information to improve your price to total score ration. 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. not just the bid price. he cannot modify any attribute responses to try to improve his score. This bid (84/90) is now the winning bid. Therefore. However. Supplier A's proxy is not triggered. And since Supplier A's proxy minimum (75. but since Supplier B's bid price is still higher than Supplier A's bid price.00 and a proxy minimum of USD 75. since proxy bids are generated based only on the price of the competing bid. This bid (94/100) is better than Supplier A's bid (95/90).00 with a score of 100 for the same item.00. you may need to closely monitor Multi-Attribute Weighted Scoring auctions which also use proxy bidding. For example. Supplier A places a bid of USD 95.

RFIs can be taken to multiple rounds until the buyer has enough information to identify supplier(s) with which to deal.9 “How do I add lines to a negotiation”). and buyer's auctions).4.1. Enter Negotiation Lines (See Section 2.1 Creating RFIs. Page 44/209 .6 “What information must I provide to create my negotiation header”).1.1. This allows you to return to the creation process at a later time or have multiple people working on the same negotiation.13 “How do I invite suppliers to participate in my negotiation”).1.11 “What are response controls”) Enter Your Terms and Conditions (If Oracle Procurement Contracts is bought and licensed) (See Section 2.1 Creating Negotiations 2. RFQs. Define Your Response Controls (See Section 2. At the conclusion of the RFI cycle. o If you have previously created an RFI. 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. the information contained in the RFI can be copied into an RFQ or buyer's auction.1.1.1.1.1. You can also create new negotiations quickly by applying a negotiation template. You can create a negotiation and save it as a draft before submitting it. and Buyer's Auctions 2.2 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.1.1 How do I create a new negotiation? Use the instructions on this page to create Sourcing negotiations (RFIs. you can save time by copying an existing RFI/RFQ/Auction. 2. Help for Sourcing Buyers 2. RFQ.1.1. Therefore. There are four main steps to creating a new negotiation: o o o o Create Your Negotiation Header (See section 2. and how do I use them in my negotiation”) Invite Your Suppliers (See Section 2.1.Oracle Sourcing Help 2. RFQs.7 “What are contract terms and conditions.1. RFIs are used more for gathering information on goods and service provided by a supplier than to lock in particular price information. or auction.

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

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

you can use requisition information in Oracle Purchasing to create a draft sourcing document that you can then access and edit. 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. When using AutoCreate. The table below shows some of the operations available Sourcing Buyers and Sourcing Suppliers by using Quick Links.1. The backing requisition information is carried over from Oracle Purchasing and used throughout the creation process.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. Simply clicking the link takes you to the page where you initiate the operation. Buyer Operations Creating negotiations Creating templates and reusable lists Managing draft negotiations Creating and managing sourcing events Updating profile information Supplier Operations Responding to negotiations Monitoring active responses Managing draft responses Viewing award decisions Updating profile information 2.Oracle Sourcing Help 2.1.1.3 How do I use Quick Links? The Quick Links section of the Negotiations Home page provides easy. 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. AutoCreate uses the requisition information to create a Buyer's Auction or Sourcing RFQ.1. You can use this number to access the document in Oracle Sourcing and to Page 47/209 . The AutoCreated document is assigned a document number. 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.

There are two possible grouping types: Default and Requisition lines. 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.Oracle Sourcing Help view the document from Oracle Purchasing or iProcurement. 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 . 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. Backing information. you can modify some of this information. Once the new document is created. Depending on the line type. This grouping information is used when creating negotiation lines for the sourcing document. AutoCreate carries over the following backing requisition information when creating the sourcing document. A negotiation line is created for each requisition line.

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

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

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

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

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

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

On the Create Header page. This note appears on the negotiation summary page and can be viewed by suppliers. For example. However. click Manage Response Currencies. but this can be overridden by specifying a default value on the score settings page. Page 55/209 . If one attribute is weighted.Oracle Sourcing Help Enter a target value for the header attribute (for example: 30 or more years in business). all must be weighted (although the weight can be 0. To define your currency list and currency exchange rates: 1. effectively "unweighting" that attribute.1. The sum of weights for all header attributes must add up to 100. Whenever you view the responses you have received. Display Target Indicate whether you want suppliers to see your Target Value .1. they are allowed to respond in only one currency per response. Weight Weights are used to indicate the relative importance of header attributes. 2.7 Can I accept responses in multiple currencies? When you create a new negotiation. Though suppliers in a multi-currency negotiation can submit responses in several currencies. an attribute with a weight of 25 is half as important as an attribute with a weight of 50. Notes and Attachments o Note to Suppliers You can add a note to the supplier by entering it in the text box. Maximum Score Accept the default or enter the maximum value that can be entered for this attribute. you can accept responses in currencies other than the negotiation currency. the system will automatically convert the responses to the negotiation currency. o Attachment Click Add Attachment to browse for an attachment to assign to this negotiation. the negotiation currency defaults to the functional currency defined for your operating unit. Delete You can delete this attribute by clicking the trash can icon. There is a system default defined by the Sourcing Super User. This column is only displayed if weights are enabled as part of the Scoring Settings.

If the precision for the response currency is greater than the precision for the negotiation currency. 2. Select the response currency.8 How do I restrict a supplier to a particular currency? If you allow multiple response currencies for your negotiation. the system will round when converting responses into the negotiation currency. Select the response currency you will accept. select the exchange rate type. The description field explains the code. To define your own exchange rates 1. The system's response currency codes are available from the drop down menu.Oracle Sourcing Help 2. Select the appropriate type for your negotiation. 6.1. The page redisplays. Specify the price precision for the currency. select a response currency for each supplier.09 kroner to one dollar. 3.1. Select the checkbox to display the exchange rates if you want to allow respondents to see your response currency exchange rates. 2. 3. On the Header: Manage Response Currencies page. You assign currencies to specific suppliers when you invite the suppliers to your negotiation. Define the exchange rate by entering the number of response currency units that equal one unit of the negotiation currency. When you have finished defining currency information. you can choose to restrict specific suppliers to particular response currencies. 5. The system may contain several different exchange rate types. click Apply. 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 . To restrict a supplier to a particular currency: 1. Page 56/209 . Otherwise click Add Another Row and continue defining currencies and exchange rates. continue creating your negotiation.09 meaning . Select the User Specified Rate type. To use predefined exchange rates: 1. After you have selected your suppliers in Step 5. You can use predefined exchange rates (Corporate Exchange Rate) or specify your own exchange rates (User Specified Rate). Enter the date for which you wish to use this set of exchange rates. 4. 2. For example. If you are finished defining alternate currencies.

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

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

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

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

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

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

6. or click Load from Spreadsheet to upload a previously completed spreadsheet file containing all the line information On the Lines: Create Line page. make sure you select a temporary labor. vacation). Enter values in your price fields if necessary. Enter your price breaks including Price Differentials. From the Add Line menu on the Create Lines page. fixed-price line: 1. Finally. 10. To define a temporary labor. 5. 3. and specify the differential associated with this price type. 2. add any notes or attachments to the supplier. and click Go. if appropriate.1. Continue defining the remainder of the negotiation. Page 63/209 . Job Details.10 How do I define services related lines? Services related line types allow you to negotiate on labor contracts. 3. Create attributes as needed to solicit any additional information for this line. The Description. rate-based line: 1.1. Specify how price differentials are to be used within the negotiation (for example. Unit of Measure and Category will default according to the Job you select. For temporary labor line types. fixed-rate line type. Finally. Also. Search and select a job from the Job menu. On the Lines: Create Line page. 6. Follow steps 1 and 2 above. make sure you select a temporary labor. Search and select a Job from the Job menu. click Select Price Break Settings and ensure it is not set to None. If you need to specify price breaks. 7. To define a temporary labor. ensure that you choose Blanket Purchase Agreement as the negotiation outcome for temporary labor line types. 5. 9. is a response to the price differential required) Select the price type (for example. 2.Oracle Sourcing Help 2. and then click Go. 4. The Description. 11. 8. select Online to continuing entering your line description online. General services fixed-price lines use a negotiation outcome of standard purchase order. rate-based line type. Job Details. 4. Create attributes as needed to solicit additional information for this line. make sure you select the Global Agreement checkbox. You can include services-related lines with regular amount-based and goods-based lines. add notes or attachments to the supplier. and Category will default according to the Job you select. Continue defining the remainder of the negotiation.

After you have entered the negotiation header. Note that for fields where you enter a date and time. no further responses may be accepted. 2. open and closing times and many other variables. On the Lines: Create Line page. make sure you select a general services. Provide the line with a description and select a Category value. and then click Go.1. Finally. Once closed. 3. 5. add notes or attachments to the supplier. or Buyer's Auction. *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. participants. click the "Controls" link to access the Create Controls page for that negotiation. 6. If the sourcing document you are working on was AutoCreated using requisitions in Oracle Purchasing. the default time value the system uses is the time when you entered a value in the field.1. When you extend a negotiation you specify the new close date. Follow steps 1 and 2 above. fixed-price line type.Oracle Sourcing Help To define a general services fixed-price line 1. 4. If you allow the control manual extend. the time limit for the negotiation can be extended past the original close date. Continue defining your negotiation . RFQ. Complete the following fields as appropriate for the negotiation type. Create attributes as needed to solicit additional information for this line. You must have created your negotiation header before you can create negotiation controls. *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. You can edit the value to change the time if needed. responding frequency.11 What are response controls? When you create a new RFI. Page 64/209 . you set response controls to determine the negotiation length. Preview Date Use the pop-up calendar to specify a date/time after which the negotiation information can be accessed by potential suppliers. If you allow the control manual close/close early. and added line(s). 2. the negotiation can be closed prior to the defined close date.

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

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

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

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

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

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

1. To use a sourcing document template: 1. you can submit the amendment for approval by clicking Submit for Approval on the review page. edit. See How do I create and edit negotiation templates? for instructions on creating negotiation templates. Approvers will receive notification that they need to approve the amendment. Once approved (or if approval is not required). 8. or auction) to create a new document of the same type. You can review the new changes compared to the current active negotiation by clicking Review. Spreadsheets and Lists 2. and how do I use them? Line attributes enable a buyer to define multiple line-specific attributes. select the template and click Apply to create a new negotiation with this template. click Apply Template. On the results display. RFQ.1 How do I use negotiation templates? You can use a document template of a specific type (RFI. If you have approvers identified on the Collaboration Team on the Create Header page. When creating a negotiation. All suppliers will be required to acknowledge the amendment and resubmit their responses to be eligible for award. 2.2 Templates. the Submit button changes to Publish. The buyer can define unique line attributes. 4. Line attributes can then also be weighted to indicate the relative importance of a single attribute among the other weighted attributes. Search for and select the template you want to apply.2. Page 71/209 . the buyer can score attribute values to indicate the relative preferability of different responses. On the Create: Header page. Once you click Publish. 2. Draft amendments are available on the Negotiations Home page if you click Drafts in the Manage Quick Links section.Oracle Sourcing Help 7. quality. and delivery. but also to other features and performance characteristics of each line. You can add to. Click the appropriate link under the Create area of Quick Links on the Negotiations Home page.1.1. 3.2 What are line attributes and attribute lists. 2.2. You can save the amendment as a draft at anytime during the creation process if you click Save Draft. allowing respondents not only to respond to the price. no new responses can be received on the previous negotiation. or delete any of the negotiation information provided by the template by proceeding through the steps of creating a negotiation. These attributes may either require a response or no require a response from the supplier.

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

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

When you are finished. For a supplier with multiple sites. you can choose a specific supplier site to associate with this list (Supplier Site is another term for Address Name). On the Edit Invitation List page. click Submit. To edit an invitation list you have created: 1. 4. The value defined for the RFQ/Auction template. and access as appropriate. any attributes/price elements defined for the template are added to any attributes/price elements you define via the spreadsheet. 2. then click Edit. Click "Add Suppliers. Click "Invitation" under the Reusable Lists area of Quick Lists on the Negotiations Home page." then search for suppliers to add to your invitation list.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. 5. 7. Page 74/209 . status. you can edit public lists. or 2. If you are have the Manage Invitation Lists job function. If the template and spreadsheet have conflicting category values. Search for the list you wish to update. 5. 8. click Apply.1. On the search results page.1. click "Add Suppliers" again and follow the perceiving instructions. including change the access and status. 2. update your list description. 4. You can also add or delete suppliers. the system uses the following hierarchy to determine which category value to use: 1.5 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. 2. If the supplier you selected has multiple sites defined in the system. and manage public invitation lists. Select the supplier(s) and click Add to Invitation List. When you have finished adding suppliers.2. 6. If you wish to add more suppliers to your list.Oracle Sourcing Help Sourcing Super Users or users with the Manage Invitation Lists job function can create. you can add an entry for each site for that supplier if you choose. edit. find your list. 3.2. The value specified in the spreadsheet.

and Price Breaks 2.3. Attribute Scoring. RFQ. 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. using an attribute to define this specification calls attention to the specification. you may choose to add one or more line attributes to that line. Adding these as required item attributes that are displayed to bidders can customize your negotiation items to your specific industry. a buyer can create an auction to buy a fleet of 12 vehicles for a delivery service. see "How do I add attributes to my negotiation lines?" 2. the attribute/price element specified on the spreadsheet 2.3 Item Attributes. and your spreadsheet upload includes two items." "style. For example. retail industry negotiation items can include such attributes as "color.1.1. 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. item A with four attributes/price elements. the precedence is: 1. and 2) the details that a participant should provide when responding to that negotiation line. auction). Price Elements.000 miles on the odometer. Line attributes define 1) unique specifications that you set for a negotiation line. The attribute(s) are added to that line only. 2. Page 75/209 .Oracle Sourcing Help For example. and do not apply to all lines in the negotiation. In addition. When the buyer adds the line (vehicle) to the auction. if the buyer marks this attribute as required.3. 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.1. While the buyer could enter this information in the auction line description. Line attributes can call attention to industry-specific characteristics. the attribute/price element specified by the template. For more information about how to add line attributes to your negotiation items. and item B with two attributes/price elements." Metal industry negotiation items can include "grade of metal" as an attribute. the buyer can add an attribute called "mileage" to specify that the bid item must have fewer than 12. then bidders must enter the mileage of any bid. If there are duplicate attribute/price elements between the template and the spreadsheet. if there are three attributes/price elements for your template." and "SKU number.2 How do I add line attributes to my negotiation? You can add multiple line attributes to any line in your negotiation.

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

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.31/12/2002 > 01/01/2003 Red Blue 60 100 100 80 50 100 75 Given these definitions.Oracle Sourcing Help Quantity Quantity Need-by Date Need-by Date Need-by Date Color Color < 1000 > 1001 < 31/10/2002 01/11/2002 . 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 .

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.3. Make sure you select Multi-Attribute Scoring from the Ranking menu.Oracle Sourcing Help Price $300 Total Score: (100 * 50) + (50 * 30) + (100 * 20)/100 = 85 Price to Total Score Ratio = 300 / 85 = 3. enter your line attribute information. Select Online from the menu and click Go. 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. o Attribute Type Page 81/209 . To use weighting and scoring when defining a negotiation: 1. 3. navigate to the Attributes table and click Add Another Row. Groups are used for categorizing attributes. The system can then include the suppliers' responses to your line attributes when calculating the best response.1. See What are line attributes? for information about defining line attributes. You can accomplish the by specifying weighting and scoring values for your line attributes. 5. 4. When the page refreshes. o Group Select one of the predefined attribute groups. use the instructions in "How do I add lines to a negotiation"? to enter the line data and other required and optional line information. 2.4 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. To enter a line attribute. PPM Defect Rate.53 2. On the Create: Lines page. Grade). and you do not wish to use the default. 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. *Indicates a required field: o *Attribute (up to 240 characters) Name your line attribute (for example: Mileage. On the Lines: Create Line page.

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

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

If there are an odd number of attributes. or discrete costs such as shipping fees.5 How do I use price elements? Price elements allow a buyer to identify additional costs associated with a particular negotiation line.Oracle Sourcing Help o To set the weights for all attributes equally. Click the Price Element link under Reusable Lists on the Quick Links section of the Negotiations Home page. You must be assigned the Create Reusable Price Element Lists job function to create these lists. the system will assign weights as equally as possible.1. 2.1. you might create a price element list identifying normally expected transportation costs. Or you might create a list that identifies additional services such as consulting or training that will be required by a particular negotiation item. and how do I create and use them? Reusable Price Element Lists allow you to group several price elements which are related or are typically used together. For example.6 What are Reusable Price Element Lists. the supplier's response prices to the price elements will not be rolled up into the line total price. Note: If the negotiation outcome is a blanket purchase agreement. You can create new price element lists or edit existing lists. Such costs could include services such as training or consulting. Support supply chain operations more efficiently by recognizing and analyzing how one organization's performance and costs affect another organization. This is because in the absence of a line response quantity. Identify hidden activities or "cost drivers" to facilitate improved analysis and decision-making. Buyers can specify when they create the negotiation how much they anticipate paying for these additional costs. freight charges or import duty fees. To create a new price element list: 1. for example. 2. you can apply that price element list to any negotiations (RFQs or auctions) containing items to which those price elements are applicable. Take into account any additional costs or charges when considering outsourcing a project. which is required to compute a total unit price. Once you have created a price element list.3. Page 84/209 . Price elements allow you to: Identify suppliers with the lowest total cost per line not just the lowest item price. click Equalize Weights. These costs can then be negotiated between a buyer and supplier just like the item price. the supplier's response values for fixed-amount type price elements cannot be converted to a unit price.3.

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

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

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

2. You can define as many price breaks as are needed to fully define your pricing structure. you can offer a particular target price. you can use a number of techniques to facilitate the results you want: Using item attribute requirements You can add item attributes to any of your items. If you select None. you could enter different order quantities and see which supplier response is the best for a certain quantity.1. click the response number link. Search for the negotiation you're interested in. To analyze price break information: 1. For example. and effective dates (available for non-cumulative price breaks only). Also select either Cumulate or Non-Cumulative. you will not be able to enter price breaks. 2. 4.1 What are some negotiations strategies I can use? When creating a negotiation.Oracle Sourcing Help 3. 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. 4.1. and click Analyze Price Breaks. On the table of negotiations. If you select Non-Cumulative. Ship-To address/organization. Page 88/209 . Select the negotiation line. click Analyze by Line from the Actions menus and click Go. 5. 3.4. For each price break criterion.4 Additional Creation Topics 2. Once you have defined all your price breaks. you will not be able to negotiate on effective dates. For example. and 2) the details that a participant should provide when responding to that item. You can set breaks by unit quantity. Analyzing Price Breaks Once you have defined your price break expectations. click Apply. 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. otherwise select optional. price. Item attributes define 1) unique specifications that you set for an item. you could define multiple price breaks based only on order quantity. On the Analyze Line: Analyze Price Breaks page. Define your price breaks. Click Add Another Row to define additional price breaks. and your supplier(s) have responded with quotes. you can have the system evaluate the supplier responses based on scenario information you enter. Select Required to force to supplier to respond to the price breaks you define. On the negotiations summary page.

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

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

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

terms and conditions. If you are assigned the Manage Invitation List job function. or any other users in your organization. If you are assigned the Manage Attribute List job function. The public document templates will be available for every Sourcing buyer at your company. Using Reusable Attribute Lists Attribute lists can streamline the document creation process while providing standardization for negotiation items. Using spreadsheets Page 92/209 . you simply open the template and add to or edit details of the template as necessary. On the Edit Event page. you can create attribute lists for use by all Sourcing buyers at your company. 2. you can modify the description and inactive date. The details of the document such as the controls. Using Reusable Invitation Lists You can create Reusable Invitation Lists containing names of suppliers who you frequently invite to your negotiations. item information. An attribute list is a grouping of attributes that are commonly used together to describe a good or service. The public lists will be available for Sourcing buyers at your company. and invitation list are copied into a new document which you can edit if necessary. This can help you standardize your business practice as well as speed up the negotiation creation process. you can create and manage public Reusable Attribute Lists. If you are assigned the Manage Sourcing Document Templates job function. When you create a document using a template. you may want to create a template that you can use each time you create a sourcing document. Invitation lists can be shared across the company.Oracle Sourcing Help 5. in addition to your private ones.4. 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. To modify an event's information click Edit. Using document templates If many of the negotiations you create contain the same features.1. 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.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. you can also create and manage public templates in addition to your private ones. have previously created.

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

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

On the Create Header page. you can perform whatever tasks are allowed by your function security. 2. This is a useful authorization for an administrator to have in case a draft needs to be edited. they might define other internal tasks that contribute to the overall execution of the contract. Note: The Sourcing Super User. you can create a deliverable and assign it to a negotiation. If you are a collaboration member with view-only access. but the buyer has locked it and is subsequently unavailable. For private negotiations: You must be the negotiation owner or a collaboration team member working on the negotiation to access the draft. by default. The commitments on the contracts. You can update a deliverable if needed or delete it altogether 4. 5. Search for and apply a contracts template. you can view the draft but not edit it. If you are a collaboration member not restricted to view-only access. anyone with the Unlock Draft Sourcing Documents function can break a lock on a draft but not access it for editing or submission. for example.Oracle Sourcing Help Anyone with the Edit Draft Sourcing Documents function can access and edit draft negotiations AutoCreated from Oracle Purchasing. If Oracle Procurement Contracts is implemented. To add a new deliverable. you can edit any drafts that are not locked. Page 95/209 . as part of the contractual agreement. is authorized to manage and unlock drafts. On the Create Deliverable page define your new deliverable.1. See the Oracle Procurement Contracts online help for instructions on defining deliverables. click Contract Terms in navigation bar in the top left of the page.4.5 How do I create a deliverable and use it in a negotiation document? Businesses enter into contractual agreements with their trading partners and. on vacation. you can unlock and edit other's drafts from the Manage Draft Negotiations page. under the terms and conditions of the contract. click Add Deliverable. are classified as deliverables. In addition to the contractual commitments that businesses need to fulfill. 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. 3. will have commitments to fulfill. To create a deliverable for a particular negotiation: 1. Additionally. Click the Deliverables subtab and check that any deliverable already defined to this template is applicable for your negotiation. 2. besides products and services bought or sold. If you have both the Manage Draft Sourcing Documents and the Unlock Draft Sourcing Documents.

Clicking Copy places you on a new Create Header page with the existing information inserted. 4. You need the Manage Contract Terms responsibility to create and maintain contract terms on negotiation documents. To apply contract terms to your sourcing document: 1. conditions. and how do I use them in my negotiation? If Oracle Procurement Contracts is installed and licensed. you can create contract terms and apply them to your negotiation. Once you have found the negotiation you are interested in. you can define your next deliverable. When you have finished creating your new negotiation. 2.1.Oracle Sourcing Help 6. On the Create Negotiation page. You can copy an existing document to create a new document of the same type (RFI. You can click the negotiation number to see details about the negotiation. You can use contract terms to specify legal and other requirements for your negotiation. and deliverables are available if Oracle Procurement Contracts is implemented). or auction).4. click Contract Terms in the navigation bar at the top left side of the page. Verify your negotiation information. Edit your new negotiation by continuing through the creation steps. This includes any contract clauses or deliverables (terms. You need the Contracts Terms Library Administrator responsibility to create and maintain clauses and contract templates in the Contract Terms Library. If there are multiple deliverables to define. RFQ. Page 96/209 . 5. 2. To copy an existing negotiation: 1. After you have finished defining your deliverable.7 What are contract terms and conditions. Note that most of the information you defined previously is carried forward into the copy. Using contract terms is an easy way to create and maintain standardized contract text which can be customized as needed. click Review. Click "Copy" under the Create section of Quick Links on the Negotiations Home page.1.4. Search for the negotiation you want to copy. Once the page refreshes. otherwise click Publish to open it for responding. you can click Apply and Create Another. then click Submit for Approval if approvers are specified for this negotiation.6 How do I copy a sourcing document? You can copy sourcing documents that you or any other users in your organization have created. click the Copy icon at the right of the page. 2. 3. click Apply. Note that you will have to specify new Open Date and Close Date values 6.

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. or clicking Review to inspect the negotiation prior to publishing it. You can add. 4. you must correct them and validate again. You can see this line information on the View Requisition Line Summary display. you may need to view the demand linked to a particular negotiation line. 3. After you have created your header by adding a title (and adding/modifying any other information) clicks Lines in the top left navigation bar. 3.1. See the Oracle Procurement Contracts online help for information on using contract templates. 5. Along the way. The Create Lines page displays any lines AutoCreate created using requisitions in Oracle Purchasing and allows you to create additional lines if necessary. Or you may need the name of a contact who can answer questions you have about the negotiation line. On the Requisition Summary page. and then click the Details icon. adding any additional lines. click the requisition number link to view detailed information on the line. When you have completed your contract terms. 6. 2.4. search for and select a contract template from the list of values. 4. The Requisition Line Details page displays information in the following areas: o Requisition Page 97/209 . you may wish to view the requisition line information for the lines that AutoCreate carried over from Oracle Purchasing. 2. you can access it and continue creating your negotiation. This includes all the other tasks such as creating your header. click the requisition number link. and possibly inviting suppliers. If you receive any error messages. 5.Oracle Sourcing Help 2. For AutoCreated lines. Click Apply Template. delete or modify text. Select Validate from the Actions menu to verify the validity of the contract terms you are defining. To view the backing requisition information during negotiation creation: 1. continue by either clicking Suppliers to define a supplier invitation list. You can edit the clauses applied by the template as needed. Once the new draft negotiation has been created. specifying negotiation controls. For example. See the Oracle Procurement Contracts online help for instructions on modifying clauses. On the Create Contract Terms page.

From the negotiation summary page. but more of a service or activity. This takes you to the Requistion Detail page.1. 2. For the line whose requisition information you wish to view.4. Access the negotiation. The possible values are defined in Oracle Purchasing. buyers can nominate collaboration team members to participate in the creation and administration of the sourcing document. Such activities can be negotiated by using amount based line types. click the number link in the Requisition column. inviting additional suppliers. If you select a line type that is amount based. Each member can be assigned specific tasks. A category value may also appear if your administrator has defined a default category for that line type. you can specify that an item is amount based by selecting an amount based Line Type value.10 How do collaboration teams work? When creating a negotiation. the quantity and unit of measure defaults to the values defined by your administrator and is display only. 4. Click the number link in the Line column. This takes you to the Requisition Summary page. Such tasks could include defining the item attributes. Page 98/209 .1. This includes the entire life of the sourcing document from the initial creation to the award process.4. Buyers can optionally grant full access to some team members while restricting others to read-only access. 2. awarding business to supplier.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. and some team members may be required to approve the final document before delivery to potential suppliers. When you create a negotiation. For example. 3.9 What are amount based line types. and how are they used? Sometimes the item you need to negotiate is not a number of discrete units. you might need to negotiate training or consulting services. click the Lines subtab. and creating document outcomes. 2.

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

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

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

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

make sure you select a temporary labor. General services fixed-price lines use a negotiation outcome of standard purchase order. The charge for this type of service is based on hourly rates per person. rate-based line: 1.2. Job Details. 2. 6. 5. maintenance services. If you need to specify price breaks.2. 4.2 What kind of services can I negotiate for? If Oracle Services Procurement is installed and licensed. Enter values in your price fields if necessary. ensure that you choose Blanket Purchase Agreement as the negotiation outcome for temporary labor line types. There is a fixed amount limit attached to the service. rate-based line type. The charge for this type of service is based on a flat amount for the service provided. Enter your price breaks including Price Differentials. temporary administrators. 8. make sure you select the Global Agreement checkbox. Fixed-price temporary labor such as contractors. Specify how price differentials are to be used within the negotiation (for example.3 How do I define services related lines? Services related line types allow you to negotiate on labor contracts. Select the price type (for example. Page 103/209 . is a response to the price differential required) 7. and click Go. Create attributes as needed to solicit additional information for this line. or click Load from Spreadsheet to upload a previously completed spreadsheet file containing all the line information 2. Unit of Measure and Category will default according to the Job you select. Also. click Select Price Break Settings and ensure it is not set to None. if appropriate. vacation).Oracle Sourcing Help 2. and specify the differential associated with this price type. 9. On the Lines: Create Line page. From the Add Line menu on the Create Lines page. you can create documents that negotiate for many different types of services. For temporary labor line types. or consulting services. 3. . You can include services-related lines with regular amount-based and goods-based lines. To define a temporary labor. The Description. Search and select a job from the Job menu. Fixed-price services such as corporate accounting services. select Online to continuing entering your line description online. 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.

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

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

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

To view messages sent to you from suppliers (if any) click the number link under the Unread Messages column. 2. From the Negotiations Home page. identify the negotiation you wish to view. click the graph icon to the right of the negotiation. To use Your Negotiations at a Glance: Under the Your Negotiations at a Glance area of the Negotiations Home page. To view a complete list of your negotiations. click the number link in the Responses column. To perform a side-by-side analysis on all responses to the line.3. Page 107/209 . select the line and click Analyze.Oracle Sourcing Help 2. To view the graphical monitor of a negotiation. 2. You can easily compare the negotiation attribute values for these competing responses. To view information on responses. o o o Note: The graphical monitor is not available for sealed style negotiations until they are unlocked. then click View Monitor. To compare negotiation attribute values for competing responses: 1. perform a simple or advanced search to locate the negotiation whose responses you want to compare. response controls or invitation list.3. Note that the table displays only a limited number of entries. Select a negotiation item. you may receive responses from multiple suppliers. Select the line(s) whose responses you wish to inspect and choose the type of monitor you wish to view . 3.4 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.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. click the negotiation number link. From the Search Results display. o To view the information about the negotiation such as item information. 4. click Full List. select the negotiation and click the Graphic Monitor icon. 5.Price/Score by Time or Price by Score. Only buyers can view the graphical monitor in blind style negotiations. On the Analyze Line page. All participants can view the graphical monitor in open style negotiations. select the responses you wish to compare and click Compare.

If you have never used spreadsheet files before. click the negotiation number for the negotiation to access the Negotiation Summary page. 5. 3. select the type of spreadsheet you wish to down load. On the Negotiation Summary page.Oracle Sourcing Help 6. Note that there may be two other charts available on the page depending on how you defined your negotiation attributes. you can view them by clicking the icon in the Notes/Attachment row. the chart will show the total price calculated by combining all the responses to the price elements. Open the file and complete it according to the directions in the Instruction file. select Export Quotes/Bids from the Action menu. Save the file to a convenient location. These charts compare different aspects of the responses. 2. The Attribute Group Scores chart compares competing responses in terms of attribute group totals. The Analyze Line: Compare Quotes/Compare Bids page displays a sideby-side comparison of the response details for all responses you chose to compare. If you defined price elements to be included in your price calculation. The Price Analysis chart compares the calculated line prices offered by the responses. there will be only one segment for each graph with that segment comparing simply the price. Save the file. You can use an Excel spreadsheet file or a text spreadsheet file. You can pause your cursor over each section of the bar to see the exact response value to that segment. 2.3. You can also update the spreadsheet with your award decisions and then upload it to identify winning responses. 4. Page 108/209 . From the Your Negotiations at a Glance section. On the Export Quotes/Bids to Spreadsheet page. If you did not use price elements in your negotiation. Each response is identified by its response number. To download responses: 1. You can display these charts by clicking the triangular icon labeled Show Chart. you should also download the Instructions file.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. If there are any attachments. You can download bids whether the negotiation is open or closed. This is useful if you have received a large number of responses and want to compare them offline.

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

select View AutoAward. or by a certain deadline. Download and save the file. 5. you may expect to receive a discount from your supplier if you buy a large quantity of units. For example. Or you may be willing to pay more per unit if your supplier can ship the order to a special location. From the negotiation summary page for this negotiation. 2.8 What are price breaks. and how do I use them? Price breaks allow you to negotiate line prices with your supplier based on characteristics of your order. Your suppliers respond to your negotiation specifying their responses to your price breaks. Click Export. Your level 1 price break Your offered price $20 Supplier Response $19 1's Supplier Response $19 Page 110/209 2's . you can use the spreadsheet download feature to export the response information for analysis offline. Example: Assume you are purchasing PC keyboards. On he negotiations summary page. The second offers a price of $18 a unit if purchasing over 500.Oracle Sourcing Help Scoring negotiations to determine the best overall total cost. As long as you have not closed the negotiation. you can download a spreadsheet with which to make award decisions. 4.3. The AutoAward Recommendation page displays the response(s) that AutoAward has decided best fit the negotiation requirements. On the Analyze by Spreadsheet page. select: which type of files to download. Open the file up and use the instructions in the readme file (the . The first offers a price of 19$ per unit if buying more than 100. 2. 1.htm file) to process the spreadsheet. To download responses via spreadsheet for analysis: You can use the spreadsheet download feature to perform many tasks offline. For each (non-amount-based) line in your negotiation. you receive the responses shown in the table below. and you may specify several quantity levels and the prices you are willing to pay at each. you can define as many price breaks as are appropriate. 3. You can use AutoAward to quickly generate a benchmark against which other ranking methods and scenarios can be compared. select Analyze by Spreadsheet from the Actions menu and click Go. Once the negotiation is closed. You then set up two quantity-based price breaks. For these price breaks. You specify 20$ as your start or base price. You can then enter different assumptions into the system and have it calculate which response is the best.

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

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

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

click the negotiation number for the negotiation you wish to extend. 3. Enter a new close date and time. Under the Your Negotiations at a Glance section on the Negotiations Home page. if your negotiation includes a January 15 close date and a January 20 award date. However. you entered an award date. 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. follow the instructions to add new suppliers.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.3. need-by date. select the Extend RFQ/Extend Auction option from the Actions menu and click Go. Page 114/209 . 2. Under the Your Negotiations at a Glance section of the Negotiations Home page. Click Apply. and your new award date is January 27. On the negotiation summary page. To manually extend your negotiation: 1. For example. You can also enable AutoExtend or modify your AutoExtend settings if you wish. 3. If your negotiation is not displayed. Additionally. On the Extend RFQ/Extend Auction page.Oracle Sourcing Help 2. you cannot extend an auction after its first AutoExtension has been triggered. your new close date is January 22. Click Apply. 4. 2. 2. 5. your new close date is January 18.10 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. A notification will be sent to all participants. and/or long-term agreement dates. To add suppliers to a negotiation: 1. Select Add Invitees from the Actions menu and click Go. If. when creating this negotiation. if you extend that auction for only 3 days. click Full List. 6. and your award date remains January 20.3. click Full List. If you don't see the negotiation. specify a new close date and time. and you extend that auction for 7 days. You cannot manually extend your negotiation after it has closed. On the Invite Additional Suppliers page. click the negotiation number link for the negotiation to which you wish to add additional suppliers.

To change your auction's AutoExtend settings: 1.12 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. but you cannot change any other AutoExtend settings. or only those that receive bids during the AutoExtend period) Number of extensions allowed Length of each extension Start time of each extension (at the scheduled auction close time. 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 cannot enable or modify AutoExtend settings for an auction that is in a preview period or has closed for bidding. However. 4. Once you have made your changed. click the number for the negotiation whose AutoExtend values you wish to change. 2. If your auction enters AutoExtend mode. click Apply. select the Extend Auction option from the Actions menu and click Go.3. Under Your Negotiations at a Glance on the Negotiations Home page. Page 115/209 . but you cannot change any other AutoExtend settings.Oracle Sourcing Help How do I change my auction's AutoExtend settings while the auction is in progress? You can initially set your auction's AutoExtend settings while defining bid controls. you can change the number of times that the auction can AutoExtend. 3. However. You can also review and extend your auction's scheduled close date and time. you can change the number of times that the auction can AutoExtend. If your auction enters AutoExtend mode. or upon receipt of a new winning bid). On the negotiation summary page. You can modify the following AutoExtend options: o o o o Lines you want to AutoExtend (AutoExtend all lines. On the Extend Auction page. 2. 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 cannot enable or modify AutoExtend settings for an auction that is in a preview period or has closed for bidding. review your current AutoExtend settings (if any).

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

update your negotiation's header details as appropriate (*indicates a field that must be entered prior to the new responding round). or you must manually close it early. click the Full List button to see a display of all your published negotiations. To initiate a new round of responding: You can only initiate a new round of responding after the current round has closed. 2.3. or auction has closed. From the Results: Negotiations display. RFQ. After the RFI. After you initiate a new round of responding. 3.Oracle Sourcing Help Note: If you choose to download your responses into a spreadsheet and make your award decisions there. none of the previous responses submitted are available for awarding. or auction has closed. RFQ. Possible Collaboration Team Changes You can change the makeup of the collaboration team working on this negotiation. You can add new members and/or delete existing members. you have the option of downloading only responses from shortlisted suppliers. Possible Description Modifications *Title/Style You can give your negotiation a new name and change the negotiation style. On the Negotiations Home page. you can initiate a new round of responding from the negotiations summary page: 1.14 How do I initiate a new round of responding? After your RFI. . You must either wait until the negotiation reaches its close date and time. click the Number link for the negotiation you wish to see. If the negotiation you're looking for is not displayed under Your Negotiations at a Glance. 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 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). Security Level You can change the level of security on the negotiation. On the Create New Round: Header page. 2. You can Page 117/209 . You can also enter search values in the Search Negotiations fields to search for a negotiation.

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

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

If you do not see the negotiation.Oracle Sourcing Help 2. The system notifies all the invitees and participants of the cancellation.16 How do I cancel a negotiation? Sometimes. If desired. Amendments can be created anytime after the preview date/time (or open date/time. select the Cancel RFQ/Cancel Auction option from the Actions menu and click Go. click the negotiation number for the negotiation you wish to close. 3. On the Close Early page. Click Apply. On the Cancel page. Under the Your Negotiations at a Glance section of the Negotiations Home page. For example. To close your negotiation early: 1.3. 2. or the items are no longer needed. you may wish to simply cancel the negotiation. there may have been too few responses. In any of these cases. 4. Under the Your Negotiations at a Glance section of the Negotiations Home page. 4. 5. or the terms of the responses are not acceptable.17 How do I create an amendment to a negotiation? After publishing a negotiation. On the negotiation summary page. Note that you cannot manually close an auction after its first AutoExtension has been triggered. 3. 1. you can enter a text note to participants explaining why you are canceling the negotiation. Click Apply. Page 120/209 .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. 2. the responses to your negotiation do not meet your needs. the buyer can update information defined in the document if necessary. On the negotiation summary page. Also the line requirements have changed. 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. click the negotiation number for the negotiation you wish to cancel. This note is included in the notification that will be sent.3. select the Close Early option from the Actions menu and click Go. This update is called an amendment. enter the new date and time you want to close the negotiation or choose to close it immediately. enter a note to your suppliers.3. click Full List. if no preview date/time was specified) and before the close date/time. 2. 2.

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

Oracle Sourcing Help defined to the negotiation. or save it to a location on your machine and review the document there To print contract terms only: 1.19 How do I view the approval history for my negotiation? If you selected the "Require award approval" negotiation control. the clauses and deliverables are printed as well. 3. search for the negotiation you wish to print. click Full List. Click Preview Contract Terms. 2. On the negotiation summary page. To print a negotiation (for suppliers): 1. open and inspect the print directly. or save it to a location on your machine and review the document there. These negotiations are listed under the Your Negotiations at a Glance section.3. you can view the approval status of your negotiation. On the Negotiations Homepage. 2. select Print Document from the Actions menu. 2. 4. When the prompt box appears. When the prompt box appears. select Print Document from the Actions menu 3. To print a negotiation (for buyers): 1. When the prompt box appears. 2. your award decision must be approved before you can begin to create a purchasing document. 3. open and inspect the print directly or save it to a location and review the document locally. open and inspect the print directly. Page 122/209 . On the negotiation summary page. On the Negotiations Home page. Click the Contract Terms link in the navigation bar. Once you have submitted your negotiation's award decision. You can view the approval history at any point. search for the negotiation for which you wish to print the contract terms by clicking the negotiation number link. Access the negotiation by clicking its negotiation link. If you cannot see all your negotiations. search for the negotiation you wish to print by clicking the Negotiation Number link. but there will only be data displayed after the recommendation has been submittted. On the Negotiations Homepage. If Oracle Procurement Contracts is implemented and the sourcing document has contract terms attached to it.

click Apply. or add a new attachment.20 How do I manage deliverables I have assigned to a negotiation? Deliverables are additional requirements which must be provided by a supplier as part of the negotiation process. click the Update icon. Page 123/209 . 4. 2. click the entry in the Document Number column. On the Manage Deliverables page. To see information on the negotiation to which the deliverable is assigned. you may have many negotiations in progress. o o o To see information on the deliverable. Click "Deliverables" under Manage in the Quick Links section of the Negotiations Home page. On the Update Deliverable page. Select View Award Approval History from the Actions menu. To update the information on a deliverable. you can create and manage deliverables for your negotiations. At any point in time. To view and update your deliverables: 1. click the entry in the Deliverable Name column. a detailed project plan.Oracle Sourcing Help To view the approval status of a negotiation: 1.3. 2. This allows you to quickly pinpoint any negotiations that are at risk because a deliverable has not been provided. See the Alert column for important information on the deliverable's status. If Oracle Procurement Contracts is installed and licensed. When you are finished updating the deliverable information. or delivery schedule before the buyer will consider finalizing a contract with that supplier. You can easily view the status of all your deliverables. Modify or delete an existing attachment. enter enough search values to restrict the results to the deliverable(s) in which you are interested. When results are displayed. Navigate to the summary page for the negotiation 2. 3. For example. some of which will require deliverables. 5. scroll if necessary to find your deliverable. a buyer may ask a supplier to provide copies of personnel certification. The Award Approval History page shows who has approved your award recommendation and the approvals remaining in the approval chain. 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.

Select Unseal from the Actions menu and click Go. Additionally. 2. There is an entry for each supplier who has placed a quote/bid in the negotiation. On the Confirmation page. An RFQ/auction can only be unlocked and unsealed after it is closed. 3. click "Return to Negotiation Summary. 3. To unlock and unseal an RFQ/auction: 1. In addition.4. You can award an individual line to a single supplier. 2. There are several methods you can use when awarding business in a buyer's auction or RFQ: You can award the entire negotiation to a single supplier (multiple suppliers if the outcome is a blanket purchase agreement). Close the negotiation if it is still open. 4. click the negotiation number link of the negotiation you wish to see." 4. you can make your award decisions. In addition. From the Your Negotiations at a Glance section of the Negotiations Home page. The Quote/Bid History page displays the responses the negotiation has received. You can divide an individual line among multiple suppliers.4. click the number link in the Quote/Bid column. respondents in the RFQ or auction cannot see other quotes/bids until the buyer also unseals the RFQ/auction (although the identity of other suppliers is revealed to the suppliers in an auction).4 Awarding Negotiations 2.1 How do I view the responses I have received? 1. The resulting page shows details about the response. Note: You will always be able to unlock and unseal an RFQ/auction you have created.3 What are the different methods I can use when performing awards? Once you have closed your negotiation and analyzed the responses you received. 2.4. On the negotiation summary page. You can accept and use the decisions generated by the AutoAward feature.Oracle Sourcing Help 2. To see details about a particular response. 2. other users from your company who have the appropriate function security can also unlock and unseal your RFQ/auction.2 How do I unlock and unseal a sealed RFQ or auction? In a sealed RFQ or auction the buyer cannot see the bids until the RFQ/auction is unlocked. an RFQ/auction cannot be awarded until it is unlocked. On the negotiations summary page. Page 124/209 . select View Quote/Bid History from the Actions menu and click Go. select Unlock from the Actions menu and click Go.

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

Oracle Sourcing Help Page 126/209 .

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

Select the supplier(s) to whom you wish to award this line and enter the number of units to be awarded in the Award Quantity field. This is useful if you have received a large number Page 128/209 . 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. select the radio button for the supplier to whom you wish to award that line. For quantity-based line types. For each line. Note the following: o o If you select multiple suppliers for this line. Click "Award by Line" to return to the Award by Line page. 3. an awarded chekmark appears for the line. Once you have selected the suppliers and specified the number of units to be awarded to each. To award using a spreadsheet: If you wish to download the responses for a negotiation. 2. click Save Award. you can split the award by entering a value in the Award Quantity for each supplier. you can choose to download only the responses from the remaining shortlisted suppliers.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 cannot award more units than specified in the negotiation quantity. 5. Click Save Award To award a single line to a supplier: 1. You can choose to leave it unawarded. you see all the suppliers that responded to this line. Follow the instructions in Step 2 and Step 3 above to enter that line's award decision 7. On the Award by Line page. Continue until all lines have been awarded. Once a line has been totally awarded. On the Award Line page. o o 3. 2.4.Oracle Sourcing Help line in the negotiation. the award simply identifies the supplier from whom business will be awarded in the future . select the line you wish to award and click Award. 4. select Award by Spreadsheet from the Actions menu. 6. Select the next line to be awarded and click Award. You do not have to award a line. For amount-based line types. If you have removed any suppliers from the shortlist. but you can award less.

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

Oracle Sourcing Help

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

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

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

Oracle Sourcing Help

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

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

You receive two bids as follows on the auction item:

Bidder Office Supplies Your PCs

Bid Quantity 30 30

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

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

Bidder Office Supplies Your PCs

Bid Quantity 30 30

Consumed Quantity 30 20 10

On Number 12345 12345 98762

Requisition

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

Oracle Sourcing Help

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

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

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

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

To complete the award process: 1. Select Complete Award from the Actions menu and click Go. If you have an approval procedure set up in Oracle Purchasing. 2. On the Confirmation page. 6. 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). click the link to return to the negotiation summary page. On the Complete Award page. Page 136/209 . 3. To generate a purchase order document: 1. you return to the negotiation summary page to complete the award process and generate a purchase order document. Choose an Acceptance Level from the drop-down menu. On the award Confirmation page. specify the start and end effective dates. 5.4. See What is contract binding? for more information. 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. 5. 2. 4.Oracle Sourcing Help 2. You can see you award information by clicking the link under the Details column (or by clicking "Show All Details"). 3. On the Create Purchase Order page. 4. click Initiate Approval to begin approval for this purchasing document. In you are creating a blanket purchasing agreement. you can use an Acceptance Level value of Document and Signature to perform contract binding. On the Review and Submit Complete Award page. you can choose whether or not to create a purchase order document. If Oracle Procurement Contracts is installed and licensed.12 How do I generate a purchase order document? Once you have saved your award decisions. so you may wish not to notify suppliers until a later date when the purchase document is fully approved). you can obtain information on the supplier to whom you awarded business. Click Submit. click Submit if you wish to complete the award process. The Confirmation page informs you that the award is complete.

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

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

To search for and manage a draft negotiation: 1. You can identify the suppliers you wish to notify by searching information in the Approved Supplier List. you can send invitation notifications to particular suppliers inviting them to participate in the negotiation.3 Searching for draft negotiations You can have draft negotiations which you and/or a group of collaborators are preparing for submission at some time in the future. You can search both the Approved Supplier List and the Supplier Master at the same time.4 Searching for suppliers: When creating a negotiation. click Unlock to access it. select a search type from the menu. you can use % as a wildcard. You can search the Supplier Master to identify suppliers who meet certain criteria.1. Click the Number link to go to the negotiation summary page where you can see information on the negotiation. 4. o o On the Search and Select: Suppliers page Page 139/209 . and proximity to open date (specified as the number of days outstanding). Click the Manage quick link under Drafts on the Negotiations Home page.Oracle Sourcing Help When entering values.1. When you are finished. You will also search for suppliers to add them to reusable invitation lists and/or negotiation templates. and click Go. Select the draft and continue processing. approved or new). negotiation creator. Enter your search values. Click Edit to update the draft. 2. click Go. You can use % as a wild card value 3. as well as information provided by the supplier company itself. 2.5. for example. negotiation title. o You can search the Approved Supplier List to identify suppliers who sell a particular item or commodity. You can search on negotiation number. Click "Responses" to go to the negotiation History page where you can see information on current responses. Scroll through the Results: Negotiations display until you find the correct negotiation.5. On the Manage Draft Negotiations page. Click Review and Submit to publish the draft. If the draft is locked. the Supplier Master. 2. You can also search the Approved Supplier list for suppliers of a particular status (for example. 2. 5. minority-owned or small business. Scroll through the Results display until you see the target draft.

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

enter a search value in the Search field and click Go. or the search wildcard. This includes addresses such as Bill-To and Ship-To. select the list and click the appropriate links or buttons to process the list if necessary and to apply it to your negotiation. For example. On the Search and Select page. You are returned to the negotiation creation page with your new address appearing in the address field. you may need to change the default to a different address. For each list. a search on b% returns both Beijing and Brussels.1. In some cases.Oracle Sourcing Help 2. such as the percent sign (%). however. 2. From the Search Results display. %. The Search Results display shows all addresses that matched your search criteria. click the link to apply a predefined list. Enter as many search values as required to efficiently qualify your search. use a wildcard. On the negotiation creation page. For example. To search for and select a different address: 1. Click the flashlight icon next to the address field. a search on %Boston might return North Boston as a billing address. Page 141/209 . Additionally. If you do not know the beginning of the name. 3. 2. Click Go.6 Searching for addresses: While creating negotiations. The system performs a begins with search using any search values you entered.7 Searching for lists When creating a negotiation. The search value can be an address name. To search and apply a list: 1.1. 3. a partial name. 2. there are many predefined lists which you can apply to your negotiation to save time and standardize your sourcing practices. For example. you can search for all lists that contain a particular list entry.5. Find the correct address and click Select. many attributes default according to the organization you select. you can search for all price element lists that contain a particular price element. you can search using multiple criteria. most lists allow you to search by the list name and/or words in the list description.5. Such lists include lists of item attributes or price elements. a search on br% returns only Brussels.

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

Identify potential savings opportunities. or export and open the reports in a third-party software application (such as spreadsheet software) where you can analyze and format the numbers at your discretion.1 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). View summary reports that allow additional details. You can view the reports online. For each supplier.2 What are the Sourcing Intelligence reports I can generate? You can generate any of the following Sourcing Intelligence reports: 4.1. You can sort the report by clicking on the any of the underlined column headings.1. 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. Identify negotiation opportunities. If Current Price is not available.1. savings is zero.2.1 4. Sourcing Buyer Intelligence Reports 4. See "How do I export report data to a spreadsheet?" 4.Oracle Sourcing Help 4.1 Introduction to Sourcing Intelligence What is Sourcing Intelligence? Sourcing Intelligence provides all the analytic and transactional reporting for your Sourcing application. Savings is calculated by taking the difference between Current Price and Award Price and multiplying it by the Award Quantity. Sourcing Intelligence promotes the increased efficiency by enabling visibility and analysis of system transactions. You can use Sourcing Intelligence to: Track trends of purchases over time. as well as the total amount awarded to this supplier.type (bid or quote). Page 143/209 . the report shows the total amount generated by each sourcing transaction. To run the Awards by Supplier report. Amounts do not include lines where award quantity and award amount are unspecified. see "How do I run the reports?" Notes: Note the following when generating and evaluating report information o o o Any report displaying calculated amounts does not include any RFI amounts.

1.3. the report reflects only the system-hosted catalog item categories. Any report displaying calculated amounts do not include any RFI amounts.2. Amounts do not include lines where award quantity and award amount are unspecified.2. you can generate a Savings by Item (Section 7.1. Any report displaying calculated amounts does not include any RFI amounts.2. savings is zero. Amounts do not include lines where award quantity and award amount are unspedified.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. with the category with the highest productive award appearing first. see. Page 144/209 . To run the Savings by Category report. or All Outcomes. the report reflects only the system-hosted catalog item categories. If Current Price is not available.1. Blanket Purchase Agreement.2 Savings by Category report What is the Savings by Category report? The Savings by Category report displays your total savings broken down by item category. The report is sorted by category. Section 4. 4. Once you have generated a Savings by Category report.Oracle Sourcing Help 4.1 "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. To run the Awarded Bids Detail 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. You can view the supporting awarded bid by clicking the Auction number or Bid number. Savings is calculated by taking the difference between Current Price and Award Price and multiplying the difference by the Award Quantity. select Standard Purchase Order.1.1) report for the items listed.

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

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

4. 2.3. 3. and click Go.) An asterisk (*) indicates a required field: o *From and Through Date Enter a date range for extracting and summarizing transactions. see "How do I run the reports?" Page 147/209 .2 Intelligence Reports 4. On the Negotiations Home page. Currency Select the currency of interest. click Show Chart (if available) for a graphical representation of the report.1 How do I run reports? 1. In the spreadsheet. only transactions for that selected currency are displayed. if you want to view all transactions completed in all currencies.Oracle Sourcing Help To view transactions in all currencies: When you view transactions for a selected currency in a report. (Not all reports have all of the following search criteria. See "How do I export report data to a spreadsheet?" 4. Suppliers (if available) Select the suppliers of interest using the search icon next to the field. The Sourcing Reports page displays information on the reports in the system. Enter any search criteria into the appropriate fields. you can export the report data to a spreadsheet. including the selected currency and the currency code. However. the report shows the total amount generated by each sourcing transaction type (bid or quote).2. if desired. You can sort the report by clicking on the any of the underlined column headings. 5. are displayed. the report defaults to your functional currency. o o Category (if available) Select the category of interest using the search icon next to the field. o 4. Click the link for the report you want to run. To run the Awards by Supplier report. Click Export to Spreadsheet to download the report. Once the report displays.1. For each supplier. transactions for all currencies.1 What is the Awards by Supplier report? The Awards by Supplier report displays a summary of all awards made by the buyer to supplier(s). It also gives a breakdown by negotiation type of the total amount of money transacted. If left blank. click the Reports tab. as well as the total amount awarded to this supplier.

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

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

a separate invitation might have been sent to each site.1 How do I access negotiations? The Negotiations Home page is the central point of access for all your negotiations. 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. Help for Sourcing Suppliers 5. 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. 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 place a response on behalf of either or all sites. you may see multiple entries having the same negotiation number but associated with different sites. click Full List. To see your current response or draft information. This takes you to the Details page. 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. click the Negotiation Number link. The Active and Draft section shows negotiations in which you are participating by either having placed an active response. This takes you to the negotiation summary page.Oracle Sourcing Help 5. If you have Oracle Procurement Contracts installed. You can also monitor negotiations in which you are participating and manage any draft responses you have. Note that this section only displays the five negotiations with the most current expiration date. To access a negotiation. click the Response Number link.1.1 Responding to Negotiations 5. To see the complete list of invitations. you can manage your contract deliverables from this page as well. From here. click its Number link. If this is the case. or by having a draft response that is in progress. you can respond to all public negotiations as well as those negotiations to which you have been specifically invited. If your company has multiple sites that are known to the buyer who created the negotiation. Page 150/209 . To see information on the negotiation.

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

2.1. you can view information on the item attributes by clicking the "View" link under the Details column. 2. Find a negotiation in which to participate (See Section 2. This includes such information as the time the negotiation. price elements. use the Search Negotiations fields to access the Active Negotiations page. the response controls.Oracle Sourcing Help Creating and managing sourcing events Updating profile information Viewing award decisions Updating profile information 5. Monitor the action in the negotiation in which you are participating. To respond to a negotiation you must: 1.4 How do I view the details of a negotiation before placing a response? 1. click the negotiation number to access the Negotiation Summary page for the negotiation in which you are interested. Submit your response (bid.1 “How do I access negotiations”). The Notes and Attachments section displays any text messages from the buyer and any attached files. Under Open Invitations. Attachments can be viewed by clicking the paperclip icon. You can easily navigate to a particular section of the page (such as the item information section) by clicking the small down arrowhead icons or the links at the top right of the page. 5. 3. or quote). The Negotiation Summary page displays all the current information for this negotiation. Alternatively. Click the negotiation number to access the Negotiation Summary page. detailed item information.1 “How do I monitor negotiations to which I've responded”). Page 152/209 . (See section 5. or price breaks associated with it.1. If the item has attributes.3 How do I respond to a negotiation? Suppliers can respond to public negotiations and private negotiations to which they have been invited. shipping and billing information. (See Section 5. pricing.6 “How do I submit a response online”).1.2.4.

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

o Quote Currency (Bid Currency) The buyer might allow quotes/bids in currencies other than the RFQ/auction currency (the currency used to create the RFQ or auction). enter the following information. click Submit. 8. When you have responded to all required and optional line attributes. If the buyer has chosen to display an attribute target. If the buyer has defined Terms and Conditions. you can select the currency in which you will place your quote/bid. you can enter search values into the Search Negotiations fields and click Go to list all negotiations in the system. 2. If so. If you want to view any responses that have already been submitted. If correct. be aware of the following size limits: o o o Attribute: 240 characters Target: 4000 characters Response: 4000 characters 6. 3. find your negotiation and click the negotiation number link there. To submit response online: 1. Alternatively. click Accept. Note: Before you select a currency. You can only see the existing responses when the negotiation is open or unsealed. On the Active Negotiations page. After you select a currency.6 How do I submit a response online? Navigate to the negotiation summary page for the negotiation to which you wish to respond by clicking its negotiation number link under the Open Invitations section of the Negotiations Home page. you will see all prices listed in your chosen currency. this value appears in the Target Value column. Page 154/209 . including ones to which you were not explicitly invited to. On the Create Quote/Create Bid page. When entering responses. select Create Quote/Create Bid from the Actions menu to create a response to the negotiation. click View Quote History/View Bid History. You can see details of the negotiation on the negotiation summary page. verify your response values. click Continue 7. The Attribute Type column shows you whether a response is required or optional. you are asked to read and accept the negotiation terms and conditions.Oracle Sourcing Help Create Response page. On the negotiation summary page. After reading the terms and conditions. On the Create Response: Review and Submit page. all response prices (such as start price and target price) will be listed in the RFQ/auction currency. 5.1.

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

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

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

From this page you can continue placing a response. Click the Lines subtab to see details of the negotiation lines. The first attachment is the requisition header attachment.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. click that line's number link. To see the detail information for each line. The second attachment is the line attachment. Alternately. From the Negotiations Home page. Once you have viewed all your attachments. the page displays the negotiation header information. When you respond to a negotiation that includes item attributes and/or price elements. a buyer can add item attributes and/or price elements to any item(s) in the negotiation.1. Page 158/209 . search for an open negotiation by selecting a search criteria. Click the negotiation number link to display the negotiation summary page. you can view these specific item details (if allowed by the buyer) and enter additional values to target your response. 5.8 How do I use item attributes and price elements when responding to a negotiation? When creating a new negotiation. On the Line: page. To view the notes and attachments: 1. providing a search value and clicking Go. By default. The buyer can use the note text box for short communications or use attachments for larger amounts of information. Notes and attachments can be assigned to the negotiation header or the negotiation lines. Price elements identify additional costs associated with an item which need to be negotiated in addition to the item price. 4. 5.7 How do I view the attachments associated with the negotiation to which I am responding? In addition to the typical negotiation information. The negotiation summary page displays all the information on the negotiation broken down into a tab-oriented form so you can easily view the information contained in the different sections of the negotiation. click the negotiation number link under Your Company's Open Invitiations to view negotiations to which you have been invited. on occasion the buyer may need to communicate or request additional information such as specialized requirements. 2. you see any notes and attachments assigned by the buyer to the line. there will be two attachments for each line. 3. click Return to Negotiations to return to the negotiation summary page.1.

Page 159/209 . Select the auction and click Respond. Win for any item on which you have the current best bid price. Your bid status is No Bid for any item on which you have not placed a bid.9 What is AutoRefresh? AutoRefresh enables you to continuously monitor the bidding in an auction before or after you submit a bid.1. By providing item details and specifications in item attribute fields. 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. 5. In Multi-Attribute Weighted Scoring negotiations. select the category from the View menu. 5. then click Go. 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. To activate AutoRefresh: 1. On the Create Bid page. you can set your responses apart from your competitors' responses and enable buyers to make better-informed award decisions. 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. In an auction that includes more than one item. Locate an open auction in which you'd like to bid.10 What is proxy bidding and how does it work? By activating proxy bidding. 5. 4. On the AutoRefresh page. Item attributes also allow you to provide more information and details when entering responses. 2.1.Oracle Sourcing Help Item attributes provide extra information about a negotiation item. you allow the system to automatically rebid on your behalf whenever a competing bid price beats your bid price. you can proxy bid on some items and bid manually on others. If you want to display only those auction items that are included in a specific category. you can adjust the AutoRefresh interval setting to change the length of time between page refreshes. your responses to an item's attributes are scored and weighted to allow the buyer to make more informed decisions. and 2) the details that a negotiation participant should provide when entering a response for that item. Using price elements allows you to target additional costs related to a particular negotiation item. 3. You cannot proxy bid on any items that have price elements. click AutoRefresh On. They define 1) unique specifications that are set for a negotiation item.

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

2. the bidder may wish to update the non-price related information to improve the price to total score ratio. click the Response number link. To cancel proxy bidding. 5.1. Select the items for which you wish to disable proxy bidding. Power bidding cannot be used if any of the auction items contain price elements. the system will continue to rebid at lower prices until the bidder's minimum bid price is reached. 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. the bidder may wish to halt the proxy bidding to update bid information.12 What is power bid? Power bid allows you to expedite your rebidding when you have bid on several items in the same auction. there may be certain instances in which the bidder needs to end proxy bidding early. you can monitor its progress by locating the negotiation number under Your Active and Draft Responses section of the Negotiations Home page. once proxy bidding has been initiated. all of your bids (losing and winning) in an auction are improved by the percentage you enter in the Power Bid field. For example. The Cancel Proxy Bidding page redisplays without the line item(s) for which you just disabled proxy bidding (you can choose to retain proxy bidding on some line items but not others) 4. However. the promise date offered by the bidder may need to be updated due to unforeseen situations at the time the proxy was begun. Cancelling proxy bidding In most cases. When you use power bid. click Create Bid.1. Or in a multiattribute weighted negotiation.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. proxy bidding in suspended. When the Rebid page appears. 1. In both these cases. To continue placing a new bid. Once enabled. Usually. Page 161/209 . continue entering your new bid information (including new proxy specifications if desired). this happens when the bidder needs to update bid information.Oracle Sourcing Help 5. Click Create Bid to create a new bid. click Cancel Proxy at the bottom of the page. Once you have placed a bid using proxy bidding. and click Cancel All Proxies. it can be allowed to run to conclusion. 3. The Cancel Proxy Bidding page shows all line items for which you have proxy bidding enabled. At this point.

You can then enter a new power bid percentage and click Go to revise your power bid. 2. Enter numbers. click Submit Bid and review the details of your bid. On the Quote/Bid by Spreadsheet page.1. On the Create Bid page. enter the power bid percentage by which you want to decrease each of your bids in the auction.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. 7. Save the file. Bulk loading is also useful if you respond to similar negotiations that occur repeatedly. for example. 4. your bid status does not change yet. 4. you may want to look at responses that have already been submitted (not viewable in blind or sealed auctions or in RFQs). even if your new bid price exceeds the current best bid for any auction item. click Clear Changes. Open the spreadsheet file and complete according to the instructions in the Read Me file included in the zip. Save the spreadsheet file to a convenient location. select the type of file(s) you wish to download. 5. After you have located a negotiation on which to bid. To download a spreadsheet and prepare your bid or quote offline: 1. Your bid prices so not take effect until you click Submit Bid. then click History to review responses. 2. Click Recalculate to preview your power bid prices. Page 162/209 . You can download an Excel spreadsheet or a text spreadsheet. When you are satisfied with your power bid prices. 5.25. Because you are only previewing your power bids. Access the auction on which you want to rebid.Oracle Sourcing Help To use power bid: 1. 6. select Create Quote/Bid from the Action menu and click Go. The recalculated price appears in the Price field. 3. Access the open negotiation to which you wish to respond. 3. Navigate back to the Quote/Bid by Spreadsheet page. As you prepare to respond. 5. click the negotiation number and review the negotiation's details and lines. You can create the spreadsheet once and then make only the modifications necessary for a particular negotiation. If you want to return to your original bid prices. From the negotiation summary page.

On the Review Quote/Bid page. If the item is unchanged from the previous round. The system will validate the response information you entered in your spreadsheet. Click the response link to access the Details page. use your Back button. the initial round might have been simply for information gathering purposes. Verify the details of your quote or bid.Oracle Sourcing Help 7. click Create Quote/Bid. Click Import. you can easily identify the updated information by clicking View New Round Summary. you will need to respond to that item again.1. The Multi-Round Modifications Summary page shows you negotiation information that has been updated since the previous round. or the buyer may decide to change negotiation criteria such as terms and conditions. You respond to a second-round negotiation the same way as to the initial negotiation. 5.1. or the invitation lists. Once you have displayed the new negotiation. you can continue placing your re Page 163/209 . On the negotiation Details page. 8. 2. Access the negotiation on which you wish to rebid. your prior response is carried over to the new round. If you need to make changes. Quote/Bid controls. 4. 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. 9. On the Rebid/Requote page. After you have located the negotiation in which you wish to participate. 5. The Bid Confirmation/Quote Confirmation page displays your bid number. After you have analyzed the updated negotiation information.14 How do I rebid on an RFQ or auction? 1. notifications are sent to the original and any newly added participants. If correct. click Submit. If the buyer has updated an item for the new round. Browse to the location where you saved your spreadsheet file. Once the buyer has published the updated RFQ/Auction. enter your new bid information and click Continue. If the negotiation is an RFQ. you can respond with your new Quote/Bid. There are several reasons why this might happen. Click Submit. 3.

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

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

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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if any.2. participants can communicate with each other by entering into an ongoing conversation called an online discussion. The Rejected Items page shows: Response Number The number assigned to your response by the system. Negotiation Number The number assigned the negotiation by the system. Once a negotiation has been published.Oracle Sourcing Help 5. Response Quantity The number of item units you offered to sell the buyer.| Type The type of negotiation: RFQ. or Buyer's Auction Item Description Description of the negotiation item.6 What information is contained on the Rejected Items page? The Rejected Items page shows you all items to which you responded but were not awarded by the buyer.2.7 How do buyers and suppliers communicate while a negotiation is in progress? There may be times when buyers and suppliers need to contact each other directly for additional information or clarification. 5. Promise Date The date by which you promised to deliver the item. Your Response Number The number you assigned your response. Response Price The price at which you offered to sell the item. Page 170/209 . 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.

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

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

Page 173/209 . or names of invited suppliers. If you cannot see all your negotiations. 4. current prices. you can monitor its progress by locating the negotiation number under Your Active and Draft Responses section of the Negotiations Home page. click Cancel Proxy at the bottom of the page. or save it to a location on your machine and review the document there. Government organizations in particular present solicitation packages according to a unified format. To view the details of your current bid. Once you have placed a bid using proxy bidding. Select the items for which you wish to disable proxy bidding. Buyers need the capability to download and print a negotiation for offline review. open and inspect the print directly. 5. 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). When the prompt box appears. search for the negotiation you wish to print. click Create Bid. To continue placing a new bid. continue entering your new bid information (including new proxy specifications if desired). On the Rebid page. Responders should be able to complete negotiation documents and return the results by FAX. click Full List. On the negotiation summary page. 2. 3. These negotiations are listed under the Your Negotiations at a Glance section. Click Create Bid to create a new bid. The Cancel Proxy Bidding page shows all line items for which you have proxy bidding enabled. On the Negotiations Homepage. The printed version of the negotiation is appropriate for public display since it excludes all internal data such as internal attributes. 1. To print a negotiation (for buyers): 1.9 How do I print information on my negotiation? Much business communication today is carried and managed offline. the clauses and deliverables are printed as well. 2. and click Cancel All Proxies. When the Rebid page appears. The printed version also does not include any price elements defined to the negotiation. select Print Document from the Actions menu 3. click the Response number link. mail or email.2. Access the negotiation by clicking its negotiation link.Oracle Sourcing Help To cancel proxy bidding. If Oracle Procurement Contracts is implemented and the sourcing document has contract terms attached to it.

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

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

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

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

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

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

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

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

M Minimum Bid Decrement The minimum amount by which bids must decrease This is set in the auction's bid controls. 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).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).000 Bidder B's second bid = $800 Bidder B's third bid = $600 Minimum Release Amount Page 186/209 . bid decrement = $100 Bidder A's original bid = $1. bid decrement = 20% Bidder B's original bid = $1. If you specify your bid decrement amount as a percentage. but will be applied to the bidder's current bid price. You can enter either a straight amount or a percentage by which bids must improve.000 Bidder A's second bid = $900 Bidder A's third bid = $800 Auction #2234. the decrement percentage will be calculated based on a bidder's original bid price. For example: Auction #1234. Note: A bid decrement amount will always be applied to a bidder's current bid price.

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

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

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

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

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

Shipping Address (Ship-To Address) The address to which items are delivered. and individuals included in the security hierarchy can access the document. The actions users can perform is determined by their functional security.Oracle Sourcing Help Sealed (Negotiation Style) See Negotiation Style. Paid by Seller Seller of the goods pays for shipping. or Hierarchy. 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. Standard Purchase Order Page 192/209 . Security Level You can create a sourcing document having a security level of Public. Each level of security restricts access to the document. Shipping Terms Refer to who will pay for shipping of goods to the buyer. Any subsequent approvers can also access the document. Hierarchy Only the document owner. . The actions the collaboration team members can perform is determined by their functional security and their view-only status values. 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. Public Any user in the company has access to public sourcing documents. Private. the members of the collaboration team (if any). Private Only the document owner and the members of the collaboration team can access the document. enter a text note explaining shipping terms in the Notes field. Other If "Other" is selected.

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

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

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. Page 195/209 .1 Accessibility of Code Examples in Documentation JAWS. our documentation includes features that make information available to users of assistive technology. services. to the disabled community. For additional information. however.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. may not always correctly read the code examples in this document. with good usability. Standards will continue to evolve over time. The conventions for writing code require that closing braces should appear on an otherwise empty line. 6.4 Product Integration and Licensing This documentation includes information about many features of Oracle Applications other than this product. 6. To that end. This documentation is available in HTML format.oracle. and supporting documentation accessible. a Windows screen reader. Oracle neither evaluates nor makes any representations regarding the accessibility of these Web sites.3. and contains markup to facilitate access by the disabled community.Oracle Sourcing Help 6. 6.3 Documentation Accessibility Our goal is to make Oracle products. These other Oracle Applications may require separate licenses.3. visit the Oracle Accessibility Program Web site at: http://www. and must be fully installed to take advantage of their features. JAWS may not always read a line of text that consists solely of a bracket or brace.com/accessibility/.

Savings is calculated by taking the difference between Current Price and Award Price and multiplying it by the Award Quantity. If Current Price is not available. see Section 4. savings is zero. the report shows the total amount generated by each sourcing transaction.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). Copyright 2000 Three D Graphics.1 «How do I run the reports?" Notes: Note the following when generating and evaluating report information o o o Any report displaying calculated amounts does not include any RFI amounts. as well as the total amount awarded to this supplier. Inc. Amounts do not include lines where award quantity and award amount are unspedified.3.1 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. For each supplier. Inc. You can sort the report by clicking on the any of the underlined column headings To run the Awards by Supplier report.type (bid or quote).1.Oracle Sourcing Help 7.1. Page 196/209 . 7. Appendix 7.

Amounts do not include lines where award quantity and award amount are unspedified. the report reflects only the system-hosted catalog item categories. Any report displaying calculated amounts do not include any RFI amounts. the report shows the total amount paid to this supplier.Oracle Sourcing Help 7. Page 197/209 . If Current Price is not available. If Current Price is not available. you can further drill down into the categories and display how much you have generated by item within that category. or All Outcomes. Note the following when generating and evaluating report information: When entering a category search parameter. select Standard Purchase Order. To run the Awarded Bids Detail report. Savings is calculated by taking the difference between Current Price and Award Price and multiplying the difference by the Award Quantity. For each supplier. the report reflects only the system-hosted catalog item categories. To run the Savings by Item report. Savings is calculated by taking the difference between Current Price and Award Price and multiplying the difference by the Award Quantity. see "How do I run the reports?" Note the following when generating and evaluating report information o o o o When entering a category search parameter.1. Blanket Purchase Agreement. savings is zero. Amounts do not include lines where award quantity and award amount are unspecified. savings is zero. Any report displaying calculated amounts do not include any RFI amounts.2 What is the Savings by Item report? Once you have the Savings by Category report generated. You click the category to obtain a list of items within that category and how much revenue you have received off that item. see "How do I run the reports?" Note: For the Auction Outcome report parameter.3 What is the Awarded Bids Detail report? The Awarded Bids Detail report displays detailed information about auctions for which business has been awarded. You can view the supporting awarded bid by clicking the Auction number or Bid number. 7.1.

Attribute lists are named groups of line attributes (line characteristics) that applies to a line in a negotiation. To run the Awarded Quotes report.Oracle Sourcing Help 7. 2.4 What is the Awarded Quotes report? The Awarded Quotes report displays information about the selected RFQs that have been awarded in the system. Active lists are available for use by buyers during negotiation creation. select Standard Purchase Order. Savings is calculated by taking the difference between Current Price and Award Price and multiplying the difference by the Award Quantity. To create an attribute list: 1. On the Create Header Atttribute List/Create Line Attribute List page. click either Create Header Attribute List or Create Line Attribute List . or All Outcomes.1.2. savings is zero. 3. Buyer cannot create inactive lists . Click "Attribute" under the Reusable Lists area of Quick Links on the Negotiations Home page . Page 198/209 . Any report displaying calculated amounts do not include any RFI amounts. Blanket Purchase Agreement. You can view individual quote details by clicking the quote number.2 Reusable Attribute Lists 7. enter a name and description of your list and select a status.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. Note the following when generating and evaluating report information: o o o o When entering a category search parameter. 7. If you include an attribute list in a negotiation template. 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). Amounts do not include lines where award quantity and award amount are unspedified. If Current Price is not available. the report reflects only the system-hosted catalog item categories. On the Reusable Attribute Lists page. see "How do I run the reports?" Note: For the Auction Outcome report parameter.

Weighted scores for all header attributes are added together to give the total score for a response.3 What are score settings and how do I use them with header attributes? While defining your negotiation header. If you change the max score. Note: The settings you specify here apply to all header attributes. it only applies to new attributes. Default maximum score. Knowing such information provides you with a better understanding of the Page 199/209 . a Weight column appears in the Attributes section in addition to the other attribute columns. Select Scoring Settings above the Attributes table to define the defaults that will be used for your header attributes. 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. Click Submit 7. You use this column to weight this attribute in relation to all the other header attributes. you can choose to also define header attributes. Click Add Another Row and continuing defining attributes until you have finished entering attributes.Oracle Sourcing Help 4. Complete the required attribute fields. and financial visibility. You define the following defaults: Enable weights If you click this checkbox. See How do I score header attributes? for details on how weighted scores are used. These attributes often solicit information about the supplier. 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. Display scoring criteria to suppliers Select this checkbox to allow suppliers to see the criteria you will use when scoring their responses. personnel qualification. You can enter a number that represents the highest number that can be entered for any header attribute. 7.3. 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.

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

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

you will see your name and price. if you are a respondent. 2.5 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.Oracle Sourcing Help The FOB terms for your supplier. The possible values and the default are defined in Oracle Purchasing. Page 202/209 . To use the Graphical Monitor: 1. as well as blind RFQs. Click on the monitor icon. The draft document is available from the Negotiations Home page. Additionally. 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. 3. or you can save the negotiation as a draft by clicking Save Draft. The possible values and the default are defined in Oracle Purchasing. Holding the cursor over a bid displays its current price. If the bid belongs to you. all quotes/bids are displayed as dots. you can use the monitor to graph the progress of the negotiation items and the responses they've received over time. if the bid does not belong to you. A new window opens showing the current responses on the item you selected. If you are the buyer. Freight Terms The freight terms for your supplier. Select the item whose performance you wish to see. 7. Click View Monitor. click the "Add Items" link to proceed to the next step. On this window you see: o o o o the negotiation name the remaining time the last Quote/Bid (displayed in the negotiation currency) the last Quote/Bid quantity On the Graphic Monitor. your bid is enclosed in a rectangle. Any time you are on a page on which the graphical monitor icon appears and is enabled. Note to Bidders Add Attachment When you have finished entering your business terms and conditions. you see only the price. The current winning Quote/Bid is enclosed in a circle. you see both for all bids.

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

click Done.this name must be unique within all price element names. Click "Create Price Element. Per-Unit . select the language for which you are defining the price element.4.this code must be unique within all price element codes Price Element Name .Oracle Sourcing Help To create a reusable price element: 1.a percentage of the final negotiated item price.a fixed amount for each unit of the item. Fixed Amount . 4. Status . Please see How do buyers and suppliers communicate while a negotiation is in progress? (See Section 2.9) Page 204/209 . Click "Price Elements" under Auction/RFQ Tools. % of Item Price . On the Create Price Element page. Description . On the Price Elements page.how the cost for this price element is determined.The default status is active. You can change the statue to Inactive to prevent the price element from being added to any negotiations. You return to the Price Elements page. When you have finished entering.a text description of the price element Pricing Basis .8 Can suppliers communicate with each other while a negotiation is in process? This file has been obsolete. 2. 3. You can define the same price element to every language installed. From the Sourcing Welcome page. 6. click the Auctions or the RFQs tab. enter information for the following fields: Code .a fixed amount regardless of the number item units." 5. 7.

2. After you apply the contract template to a business document. you must perform the following steps: 1. Unless protected. 3. Approve the contract template. Non-Standard Clauses Non-standard clauses exist only in business documents. or a standard clause that you edit and make non-standard. at which point the clause becomes a non-standard clause.9. Page 205/209 . not in contract templates. the contract template can contain both approved and draft clauses. You can create templates that include both clauses and deliverables. all the clauses in the contract template automatically become standard clauses in the business document. You can create and modify standard clauses in the Library. Add the clauses to a contract template. Standard Clauses A standard clause is a clause defined in the Library (See Appendix 7.9. In order to make standard clauses available to be used in business documents. Clauses are drafted based on both business and statutory requirements.Oracle Sourcing Help 7. Prior to approval. or you can leave the clauses in draft form. A contract template can consist of: o o o Clauses Variables Deliverables Note: The Deliverables functionality is currently supported only on contract templates with the Buy intent. These templates can then be used to default clauses and deliverables on a contract. You can either approve clauses before adding them to the contract template.9 About Contract Templates Oracle Contracts enables you to define a standard set of templates to easily default terms and conditions for contracts authored by your organization.2 “About the Contract Terms Library”). Apply the contract template to a business document. the text of a standard clause in the business document can be changed. 7. A non-standard clause is a clause that you create to add in directly into the business document.1 About Clauses A standard clause is the legal or business language used to author a contract.

Local organizations can then use or duplicate these clauses and templates and customize them to meet their own specific local requirements. the Library supports the creation and maintenance of a library of folders. which will be automatically substituted with values when the clause is used in a contract. The Library gives the legal department and business organizations a powerful tool to create reusable clauses. In addition to standard clauses and contract templates. You can use the Contract Expert feature of Oracle Contracts to create rules that represent the business policies of the organization. these tokens will be substituted with values from the business document. These capabilities provide the foundation for contract process standardization and control across the enterprise. Templates provide a framework for rapid assembly and creation of contracts. You can embed system variables in the clause text. customer name.Oracle Sourcing Help 7. Oracle Contracts supports the following types of variables: o o o o System-defined variables Table variables Deliverable variables User-defined variables Note: Only system variables are available for use in Contract Expert. and variables. sections. Note: The Contract Terms Library is generally referred to as the Library. During authoring. and Contract Expert rules that can be used to create contracts across the enterprise. contract templates. Page 206/209 . System variables are also available to be used in defining Contract Expert rules.9. Another key feature of the Library is the ability to establish global standards and enforce these standards enterprise-wise. Clauses can be grouped into sections and stored as reusable contract templates to codify best practices.9. Organizations can manage clauses and templates centrally in a global organization.1. These rules can be applied on a business document to bring in additional clauses based on the information in the business document. 7.1 About the Contract Terms Library The Contract Terms Library is the central library of all pre-approved clauses. This section also includes the following topics: o o Variable Identification Value Sets for Variables System-Defined Variables These represent contract document attributes such as payment terms. and supplier name.2 About Variables Oracle Contracts supports the use of business variables (tokens) in clause text.

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

You can define deliverables as part of the contract template creation process. In addition to the contractual commitments that businesses need to fulfill. 7.9.3 About Deliverables Businesses enter into contractual agreements with their trading partners. 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. 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. If a business document refers to a contract template. and you can create new deliverables specifically for the business document. and if any responsible party failed to perform one or more deliverables. see Deliverable Variables in Clauses . they might define other internal tasks that contribute to the overall execution of the business document. In addition. and as part of the contractual agreement will have commitments to fulfill. all deliverables associated to that contract template are copied to the business document. List of Values: If you want to provide more than 200 values for that Value Set in FND. For more information. Note: You can only define deliverables for contract templates with the Buy intent.Oracle Sourcing Help Value Sets for Variables When you define value sets in the FND value sets for variables and you set the Validation Type to Independent. you can update the status of the deliverables in the business documents. and the deliverable status is either Open or Rejected. under the Terms and Conditions of the business document. you must create one or more special "deliverables" clauses. you can check which deliverables are overdue. Note: The term "overdue" applies to deliverables where the due date has passed. When a contract template is applied to a business document. The following list shows the operations that you can perform only on deliverables in business documents: Page 208/209 . Note: If you want to see information about deliverables in the preview output of a business document. you can update the deliverables that have become part of the business document. The commitments on the business documents. besides products and services bought or sold are classified as deliverables.

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

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