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

....7 What are contract terms and conditions...............2..4.......... 108 2....4 What are contract terms and conditions.........................................................................1..........3................................................................2...........4...3......................3 Are there any shortcuts available when creating a sourcing document? ..................... 117 Page 5/209 2...........5 How do I use the Graphic Monitor to compare competing quotes or bids for a particular negotiation line?.................................3............. 96 2. 84 2..1.................................. 86 2.. 98 2..................................... 99 2..........1........... and how do I use them in my negotiation?.................. 84 What are Reusable Price Element Lists................2 Using Oracle Services Procurement and Oracle Procurement Contracts................13 What is shortlisting and how do I use it? ... and how do I use them in my negotiation?.............3............4..3...4 What are Your Negotiations at a Glance?.......................3......................1......6 How do I copy a sourcing document?......5 How do I create a deliverable and use it in a negotiation document?...1........ 103 2..................................3..1................................3........... and how do I use them?.................1.....2.........................1.......3......1...2 What kind of services can I negotiate for?...1............. 104 2...........3.......... 88 2.....................................1..............3......................... 110 2.....................................1..........4......... 106 2..................9 How do buyers and suppliers communicate while a negotiation is in progress? .........4......... 100 2.........4... 102 2..8 How do I view the backing information for lines AutoCreated from Oracle Purchasing?.......................3.....3..........................................................................................................10 How do collaboration teams work? ......... 112 2............ 91 2....................................................4.....1 How do I create a deliverable and use it in a negotiation document?...................... 115 2............................1 How do I access negotiations? ............ 95 2......3.............12 How do I change my auction's AutoExtend settings while the auction is in progress?.5 2...................1 What are some negotiations strategies I can use? ...................................1............4.7 What are price breaks........ 97 2................... 92 2................................... and how do I create and use them? .......................10 Can I invite additional suppliers to a negotiation I've already created? ... 114 2.................................... 102 2................... and how do I use them?....... 100 2..................................2 What is a sourcing event? .2........................ and how do I use them?... 106 2..................3..........................4 Additional Creation Topics ............. 107 2.7 How do I analyze the responses I have received?...............................1..................... 103 2........................9 What are amount based line types...2 How do I monitor the negotiations I have created? .................4.............. 107 2........... 93 2...... 96 2...................4...................... 105 2.....................................4.................8 What are price breaks............................................... 98 2...................6 .......... 116 2.............12 How do security levels work? ..........................Oracle Sourcing Help How do I use price elements? ..3..3 How do I respond on behalf of suppliers without Internet access?..13 What are global agreements..... and how are they used? ...........3.................... 105 2.........11 How do I extend a negotiation that is in progress? .3 Monitoring Negotiations....4...1.................................... 88 2.4 Can I create and save sourcing documents without submitting them? ................14 How do I initiate a new round of responding?....3 How do I define services related lines?....11 Who can participate as team members? ... 114 2.......................................1...................................4..................6 How do I download the responses I have received? .......................1.............. 109 2.......

........... 140 2.........2.1 Introduction to Sourcing Intelligence.. Sourcing Buyer Intelligence Reports..........1.....3 Searching for draft negotiations ............................2 What are the Sourcing Intelligence reports I can generate?...3 How do I export data to a spreadsheet? ........1.......2....2............ 120 2........................Oracle Sourcing Help How do I close a negotiation before its scheduled close date and time?......4 Awarded Quotes report .......5.................4............ 124 2..10 What information is contained on the Award Summary page? ................................1........................ 130 2............................................... 142 3................ 143 4.7 How do I use a spreadsheet to award negotiation items?........3...................................... 122 2....1.............. 141 2.................................. 136 2........................................... 147 4................1............4.......15 .......... 124 2..........................1................................ 138 2.......3.......................................................5. 120 2.....5.................................... 143 4.............4 Awarding Negotiations ......5....................................19 How do I view the approval history for my negotiation? ...2..............................................1 How do I update my Sourcing personal options? ..2 Searching for all negotiations to which you have access:...............13 What is contract binding?..........5.............. 123 2.........3...............................................4................................................2....3.................... 133 2...........................1........ 124 2...................................1..8 How do I allocate backing requisitions among awarded items? .. 127 2.7 Searching for lists................17 How do I create an amendment to a negotiation? ........3. 143 4................... or auction? ............. 144 4............................................. 144 What is the Awarded Bids Detail report? ................................... 142 4.............................5........4..... 147 4..............4................11 Can I see information on my negotiations once I have completed awarding them? ..............................1........3.................................................... 121 2...............12 How do I generate a purchase order document? ............................. 131 2.........3 Awarded Bids Detail report .. 137 2......5 Searching for lines and categories.............................. My Profile ...................................1 What is Sourcing Intelligence? ...............2 What is the Savings by Category report?.......................... 145 4...................................................................3 What are the different methods I can use when performing awards? ..............................................1 Searching for your negotiations in which you are participating: ........................1 How do I run reports? .... 128 2...........2.6 Searching for addresses:...................1........................................ 135 2...................................... 137 2...........5 How do I download the responses I have received? ..........................1...............1 Awards by Supplier report .............................. 145 What is the Awarded Quotes report? ..................5.................1...................................4. 139 2. 148 Page 6/209 2...................... 120 2...........................4................. 138 2.20 How do I manage deliverables I have assigned to a negotiation?....6 How do I manually score header attributes? ... 139 2.. 143 4............................1 What is the Awards by Supplier report? .............................. 147 4......1 How do I view the responses I have received? ..........4....................1. 141 3..............4 Searching for suppliers:.........2 Savings by Category report..4........ 129 2........4..................3...........4..........................4............................. 144 4..5 Searching................ 124 2...5.....................1............1...................... RFQ..2 Intelligence Reports ... 133 2....................9 How do I disqualify responses I receive for an RFI.............. 143 4.................. 145 4............................ 137 2........4 How do I award business in an RFQ or auction?........................2 How do I unlock and unseal a sealed RFQ or auction? .........................16 How do I cancel a negotiation?............4..................1 How do I search for information on Oracle Sourcing? ......................18 How do I print information on my negotiation? .............

..2................... 163 5......................................................................................5 How do I respond to a Request for Information (RFI)?...................1.. 153 5............3 How do I track the status of my responses?............................ 162 5.......2 Monitoring Negotiations.............15 How do I respond to a negotiation that has gone to an additional round of responding?.................................................................................1.......2........................2... 166 5.................................................................................................................18 How do I respond to a deliverable defined to a negotiation?.1..............................11 How do I respond to a deliverable defined to a negotiation?..............1..2....10 How do I respond to an amendment to a sourcing document? .........7 How do buyers and suppliers communicate while a negotiation is in progress? .... 169 5............................1.........................17 How do I respond to an amendment to a sourcing document? .......................1 How do I monitor negotiations to which I've responded? .........................1...........1.........16 Why would a negotiation have special terms and conditions? ................. 178 6....................1....... 178 6...13 How do I download a spreadsheet and respond offline?.............1........... 170 5....................................... 159 5..2.....14 How do I rebid on an RFQ or auction? ..2...........1..................... 150 5........................................2..............................1......4 What is the Awarded Quotes report? .................2..........................8 How do I turn off proxy bidding? .................1..........................2 Can international companies participate? ........... 178 6....12 What is power bid?...........19 How do I respond to a service-related line?...9 How do I print information on my negotiation? .......3 What is the Awarded Bids Detail report? .......10 What is proxy bidding and how does it work?....................................................3 How do I respond to a negotiation? .............2................................. 152 5...... 173 5.................. 168 5....................................5 What information is contained on the Awarded Items page? ..................7 How do I view the attachments associated with the negotiation to which I am responding? ...1....................... 158 5......................................................8 How do I use item attributes and price elements when responding to a negotiation? ... 172 5.........4 What information is contained on the Disqualified Responses page? ................................. 177 5................... 177 6................6 What information is contained on the Rejected Items page?........................ 176 5.......2.............3 What is a WinZip (or zip) file? .................................................... 161 5.....................................................................1 How do I access negotiations? .....1 What are the benefits of registering and participating in this system? .. 164 5........................1......4 How do I view the details of a negotiation before placing a response? .......... 179 Page 7/209 ....................1...............2................ 175 5.......3.............1 Responding to Negotiations.............................. 149 5.....1.......1 How do I search for negotiations? .....................1. 159 5.... 163 5............. 165 5.... 167 5.........Oracle Sourcing Help 4......... 174 5.........11 How do I turn off proxy bidding? ... 148 4...............................2....1.1.....12 How do I respond to a service-related line?.... 179 6........................ 167 5.................................... 154 5........ 150 5................ 161 5............. 167 5.... 158 5........1.. Additional Information........................................................................1........1 Additional Topics .............................................................9 What is AutoRefresh? ...................... 167 5..........................................................2 How do I use Quick Links?..... 164 5.......................................2..................................2 How do I use Quick Links?...........................3 Searching...... 152 5....................................... 170 5. Help for Sourcing Suppliers.................................2............................................................1.......................................... 150 5. 151 5.......6 How do I submit a response online? .......

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

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

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

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

1 Frequently Asked Questions: Oracle Sourcing 1.1.2. and buyer's auctions.1. enabling them to efficiently obtain the best possible prices for goods and services. but on lead times. Common Functionality All sourcing document types have the following common functionality to simplify the negotiation creation process: Reusable Attribute Lists (See Appendix 7. requests for information (RFIs).requests for quotations (RFQs). Buyers and sellers.2.4. Page 12/209 .1.1.4 “How do I create and edit a reusable invitation list”) Sourcing Template (See Section 2.2 Getting Started with Oracle Sourcing 1. “How do I create and edit negotiation templates?”) and Copy features (See Section 2.Oracle Sourcing Help 1.2 “Glossary”) Terms and Conditions enforcement (See Section 5.3.2.6 “How do I copy a sourcing document”) Multiple Currency support (See Section 2.7 “Can I accept responses in multiple currencies”) Multiple Language support Notes and Attachments (See Chapter 6. Buyers use real-time interaction to obtain information on suppliers' products and services. quantity. Prices are established based on actual supply and demand at the time the negotiation is transacted.1 What is Oracle Sourcing? Oracle Sourcing offers flexible negotiation capabilities to buyers and sellers.16 “Why would a negotiation have special terms and conditions?”) RFIs Oracle Sourcing allows buyers to qualify a wide group of suppliers and their products and services using RFIs.2. can bypass intermediaries and establish relationships that might not have been possible using more traditional methods of buying and selling.2. and then use that information to create negotiations that drive prices based not only on price.1 “How do I create an attribute list?”) Reusable Invitation Lists (See Section 2.1. The four different types of sourcing documents available . and item-specific attributes. Buyers can use the information obtained to subsequently conduct an RFQ or buyer's auction. who might never meet face-to-face.1.1.

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

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 .

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

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

11) 2.11) an RFQ or close an RFQ earlier Early Close (See Section than the 2.4.1.4.7) 1.1.1.8) 5.1.8) Section 5.8) Price Elements (See Manual Section 5.10) Bidding (See Power Bidding (See Section 5. Multiple Quotes The RFQ business process allows suppliers to submit a single quote per round.2.8) Extend/Early Close (See AutoExtend (See Section Section 2. submit Other Proxy Bidding (See Attribute Based Section 5.15) scheduled close Minimum Bid date.2) Information obtained during the RFI can be used to create a new negotiation document.4.11) Buyers can Manual Extend (See manually extend Section 2. terms and conditions.4.Oracle Sourcing Help Attribute Based Bidding (See Section 5.1.7) 2.15) Buyers can manually extend an RFI or close an RFI earlier than the scheduled close date.3 What time saving functions are available to me when creating negotiations? There are many ways you can streamline the creation of sourcing documents: Copying an existing document You can copy documents that you.1. Decrement/Increment (See Section 2.3.8) RFIs use item attributes to solicit item information from suppliers.1.1.11) Price Breaks (See Section Price Breaks (See Section 2.1. Manual Extend/Early Close (See Sections 2.11/2.1.1. have previously created.1.10) Price Elements Attribute Based Bidding (See Section (See Section 5.1.4. Convert to negotiation document (See Section 2. item information. Multiple If allowed by bidders may multiple bids. Page 17/209 . The details of the document such as the controls.3. and invitation list are copied into a new document which you can edit if necessary. or any other users in your organization. Bids buyer.1.4.

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

Item attributes and their responses comprise the heart of the RFI process. these lists are shared across all document types and can be accessed by the buyer as required. you can click "Manage Draft Negotiations" to access the Manage Draft Negotiations page. When creating an RFI. From this page you can access and edit any of your draft negotiations.1.2. buyers define attributes for negotiation items.1. but also to other features salient to each item. 1.2. 1. that allow bidders/suppliers not only to respond to the price.1. 1. in essence "answering" the buyer's question.2. or display only.6 What is attribute based negotiation and how can I use it? Attribute based negotiations enable buyers to define multiple item-specific characteristics. ensuring that only one user can work on a draft at any time. you see the Confirmation page.7 I just saved a negotiation as a draft document. optional. Depending on the setting chosen during the negotiation creation.2.4 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.1.5 Are reusable invitation lists and reusable attribute lists shared across all three negotiation types? Yes. How do I continue working on it? You can continue working on a document saved as a draft by After clicking Save Draft. 1. From this page.1. quantity. Buyers can efficiently create and award RFQs and auctions while suppliers can also use this functionality to assist in bidding in auctions or submitting quotes for RFQs. these attributes can be either required. The document is released when Page 19/209 .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. you can click "Continue editing your draft.Oracle Sourcing Help 1." Alternatively. These attributes represent important aspects of the item for which the buyers need information from their suppliers. 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.2. Suppliers reply to the item attribute. and delivery. You are granted exclusive control until you release it.

10 If I have saved a draft of a new Quoting/Bidding round. Negotiations with Round Completed are not available for awarding. However. 1. you can delete the draft for the new round from the Manage Draft Negotiations page. The draft creator selects the draft and clicks Unlock on the Manage Draft Negotiations page. You delete it from the Manage Draft Negotiations page. It is removed from the system.2. The system automatically updates the status of the previous round to Closed. You can save an negotiation as a draft as soon as you get to Step 2. You submit it (the draft becomes a valid negotiation in the system).9 What is the minimum information I need to enter before I can save a draft negotiation? Enter the information required for Step 1 of the creation process. such as the Sourcing Super User. can I award business to quotes/bids from the previous round? Once you save a new round of Quoting/Bidding. 1. What are the differences? You can create RFQs and auctions in both Oracle Purchasing and Oracle Sourcing. 1. (Users with the appropriate function security.2. (The original creator can always unlock a draft.2.11 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. can unlock draft auctions/RFQ which were locked by other users.2.1.1. Negotiations lines entered directly in Oracle Sourcing can include item numbers and item revisions if the item information was retrieved from the Item Master.1.12 I know I can create RFQs and auctions in both Oracle Purchasing and Oracle Sourcing. making it available for award. Each has its own benefits: Page 20/209 .) 1.Oracle Sourcing Help You save it.) Another user removes the lock. The information from the previous round is enough to save a draft.1. the system automatically updates the status of the previous round to Round Completed. If you wish to create a draft for a new round. you are not required to enter any information.

the requisitions become available again to AutoCreate in Oracle Purchasing.14 What is Multi-Attribute Weighted Scoring and how does it work? Multi-Attribute Weighted Scoring is the ability for a buyer to use customizable attributes to define a product or service in a quantifiable manner. breaks. Scores are numbers between zero and 100 and are assigned to each possible attribute value or range of values. 1. quantity. the more desirable the attribute value or range of values.2. It then ranks the scores for the same item from different respondents based on a Price to Total Score ratio. the system calculates a weighted score for each attribute response and a Total Score for the item. The old Sourcing negotiation number remains on the requisition line until a buyer creates a new negotiation using the requisition. the more important the attribute to the item.13 What happens if I cancel a negotiation having backing requisitions in Oracle Purchasing? As soon as you cancel a negotiation with backing requisitions. The higher the score.Oracle Sourcing Help RFQs/auctions in Oracle Sourcing Real time bidding. monitoring analysis and RFQs/auctions in Oracle Purchasing Integrated with the item master RFQs can be created by copying from blanket agreements Online Quoting/Bidding possible Spreadsheet Quoting/Bidding possible Suppliers can quote using EDI Buyers and suppliers can negotiate on Buyers and suppliers can create price price elements. The higher the weight. Page 21/209 . The goal of scoring is to motivate a respondent to respond with quotes/bids most closely matching the desired attribute values. Custom attributes having weights and scores are called weighted attributes and require a response. Weights and scores can be assigned to the custom attributes.1. 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. 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. or need-by date. Scores represent the desirability of that attribute value or range of values compared to other values.1.2. New buyers can then manage the requisitions as needed. As responses are received.

The winning response is decided based on the buyer's definitions of the relative importance of item attributes. To lower the ratio for an item included in a bid. The lowest ratio among competing responses may not offer the lowest price.1. you can allow bids or quotes in currencies other than the negotiation currency. The lowest ratio receives the highest rank. It is the ratio of Quote/Bid price of an item to the sum of the weighted scores of all the Quote/Bid values submitted for that item. they are allowed to respond in only one currency per response.2. In other words. 1. delivery dates and attributes of an item. the buyer can still award the negotiation to any supplier regardless of the Price to Total Score ratio values. reflected in the Price to Total Score ratio.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. quantity. it offers the best value for the money.2.2. the system ranks the supplier only on the basis of price.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. Though suppliers in a multi-currency negotiation can submit responses in several currencies. When you create a new negotiation.17 Can I accept multiple currencies in my negotiation? Yes. item attributes can be scored and weighted. A buyer can view bids plotted on a Price to Total Score graph to assist in analysis of quotes/bids. 1. you can invite these users Page 22/209 . 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. However. suppliers can quote/bid on price. In a Multi-Attribute Weighted Scoring negotiation.Oracle Sourcing Help 1. The buyer can still award the item regardless of the ratio.2. 1. however. but it offers the lowest price per point of score. Whenever you view the responses you have received.1. the system will automatically convert the responses to the negotiation currency. In both price-only and Multi-Attribute Weighted Scoring negotiation.1. the negotiation currency defaults to the functional currency defined for your operating unit.1.16 What is the difference between Price-Only and Multi-Attribute Weighted Scoring RFQs/auctions? In a price-only negotiation.

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

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

21 When does an invitee receive a reminder email notification? If companies do not acknowledge participation by a certain time.Oracle Sourcing Help Disqualify a bid or Supplier whose response To inform the supplier the bid has quote has been disqualified been disqualified All bidders in the open and To inform all bidders/suppliers that Disqualify a bid or sealed auction. they receive a reminder email notification once the negotiation has opened for either previewing or responding.1. The negotiation duration is the length of time between either the preview date (if the buyer specified one) or the open date. 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. and the close date.2. 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. When the reminder gets sent depends on the duration of the negotiation.

Otherwise.23 Can I respond to a negotiation created by someone in my company? No. Bulk loading is also useful if you respond in similar negotiations that occur repeatedly.2. However. you can download a spreadsheet which you can complete offline to specify your response information. however. canceled or deleted before the reminder time. then invitees do not receive any reminder. you can upload it to enter your responses into the system to.Oracle Sourcing Help More than 24 hours but less than one One day after the Preview/Open Date week Equal to or longer Three days after the Preview/Open Date than one week Notes: If the buyers manually advance the close date to before the original reminder time. Such acknowledgments are intended to enhance communication between buyers and suppliers and inform buyers of the potential participation. if they are added after the original reminder time.2.22 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.1. you can respond to negotiations created by your company's affiliates. Page 26/209 .1. If additional companies are added before the original reminder time.1. Once you have completed this spreadsheet.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. It is not mandatory to acknowledge your intent before submitting responses. If the buyer starts another round of negotiation before the reminder time. then invitees do not receive a reminder. they do not receive reminders. 1. If the negotiation is closed. they receive it at the original reminder time.2. the reminder is not sent. 1. these new invitees receive reminders at the original time. The new round of negotiation is now treated as a regular new negotiation and invited companies in the new round should acknowledge their intent to participate again. 1. You cannot respond to any negotiation that your company owns.

click the response number link to view the information on that response including the corresponding purchase order created for that response.27 Can the system administrator require buyers to use a certain rank indicator? Yes.1.2. In Oracle Sourcing. for example. On the Negotiations Summary page. Page 27/209 . 1. select Award Summary from the Action menu and click Go. 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. you can enter a maximum of 240 characters. access the negotiation whose associated purchase orders you wish to see by entering the negotiation number into the Search Negotiations fields.2. This displays all purchase orders for a particular negotiation. the negotiation number. You can also search Oracle Purchasing by entering the original requisition information.25 Can I invite additional suppliers to an RFQ or auction I've already created? Yes.1. and then click "Negotiations Configuration.26 How many characters can be entered into the Item Description and the Note fields? For an Item Description field.1. On the Award Summary page.1. You can check your Notifications for the Purchase Order Creation Notification. As the system administrator. which includes the purchase order numbers along with other information.2.28 How can I check which purchase orders were created after completing my RFQ/auction? There are various ways to check which purchase orders were created.2. 1. you can enter a maximum of 2000 characters." Select the indicator and specify whether users can override your selection. Click the Administration tab. For a Note field. 1.Oracle Sourcing Help 1. You can search for the purchase orders in Oracle Purchasing by entering the negotiation data.

1. RFQ monitoring (See Section 2. suppliers are immediately notified of the results via online notifications.1.4 “How do I award business in an RFQ or auction”). RFQ Capabilities RFQ templates (See Section 2. RFQs supports both blind and sealed RFQs.Suppliers view the RFQ details and submit their quotes online.5 “How do I use price elements”). Once suppliers have submitted an initial round of quotes. 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 creation (See Section 2.4. RFQ is typically used for complex items or services such as made-to-order manufacturing items or construction projects.1.2.Oracle Sourcing Help 1.1 “How do I create an attribute list”).5. Price elements (See Section 2. The RFQ process usually lasts days or weeks through multiple rounds of negotiations.3.1 “How do I create a new negotiation”). 2. RFQ modification or awarding (See Section 2. Quote preparation and submission (See Section 5.1.3 “How do I create and edit negotiation templates”).3 “How do I respond to a negotiation”).1. Buyers analyze the quotes and either award the RFQs or modify the RFQs and open them for another round of quoting. Buyers initiate RFQs that may include multiple line items by publishing the RFQ and inviting suppliers.2 Getting Started with RFQs RFQs support the full business process to solicit quotes from suppliers.Buyers can monitor real-time quote activity and take appropriate action.4 “How do I create and edit a reusable invitation list”).2 “How do I monitor the negotiations I have created”).2.2. buyers can review quotes and award the RFQ or submit a modified RFQ for another round of quoting. Reusable attribute lists (See Appendix 7. Suppliers cannot view competing quotes while the negotiation is in progress. RFQs typically consist of multiple rounds with competition focused on whether supplier(s) can meet the specific requirements. 4. Reusable invitation lists (See Section 2. 3. Page 28/209 . Steps in the RFQ process include: 1. Once the RFQ is completed. RFQs enable buyers to collect quotes from suppliers for complex and hard-to-define items or services.2.

Graphic RFQ monitor (See Appendix 7.16 “How do I cancel a negotiation”)and Disqualifying quotes (2. Real-time status updates Notes and attachments (See Section 6.4. Online or offline awarding capability (spreadsheet awarding). Capture Total Cost (See Appendix 7.5.5 “How do I use the Graphic Monitor to compare competing quotes or bids for a particular negotiation line”).6 “How do I submit a response online”) and offline (spreadsheet quoting).4.4.Oracle Sourcing Help Price breaks (See Section 2.15 “How do I close a negotiation before its scheduled close date and time”).3. Sourcing Events (See Appendix 7.9 “How do I disqualify responses I receive for an RFI.5 “How do I use the Graphical Monitor to view responses to items in my negotiation”) Purchase order generation Attribute based quoting (See Section 5.2 “Glossary”).16 “Why would a negotiation have special terms and conditions”) Quoting online (See Section 5.13 “How do I download a spreadsheet and respond offline”). RFQ. (5. Multi-round quoting (See Section 2.11 “How do I extend a negotiation that is in progress”) and early close features (See Section 2.7 “What are price breaks.1.2 “How do I monitor the negotiations I have created”).14 “How does Oracle Sourcing use information in Oracle Purchasing when AutoCreating draft sourcing documents”).14 “How do I initiate a new round of responding”).1. Canceling RFQs (See Section 2.1.6 “Why are some RFQs and auctions associated with a sourcing event”). and how do I use them”). Multiple RFQ styles: blind or sealed (See Section 6.4. (See Section 2.7 “What are reusable price elements and how do I create them”). Integration with Oracle Purchasing (See Section 2. or auction”).8 “How do I use item attributes and price elements when responding to a negotiation”).1.1.1. Manual extend (See Section 2. Terms and Conditions enforcement (See Section 5.4 “How do I award business in an RFQ or auction”). Page 29/209 .4. Monitoring quote activity in real-time (See Section 2.2 “Glossary”).4.5. Quote comparison (See Section 2.

2.3 Frequently Asked Questions: RFQs 1. 1. Page 30/209 .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 submit multiple quotes within the same round.Oracle Sourcing Help 1.2.3 Can I cancel or retract my quote? No. It is the RFQ buyer's reference and review currency.5 What is the most efficient way to create an RFQ with several line items? You can use the spreadsheet functionality to create an RFQ with several items.2 Can I submit multiple quotes per round? If allowed by the quote controls. 1.3. This allows you to create your multi-line RFQ quickly. you can upload items using a spreadsheet. but quote disqualification is at the discretion of the buyer. Suppliers can choose the Quote currency in which they will place their quotes. Quote Currencies Additional currencies in which quotes will be accepted.3.4 What are the Quote Currency and the RFQ Currency? RFQ Currency The RFQ currency is the functional currency for the set of books of the organization under which the RFQ was created.2. 1. The system validates the data.3. You can contact the buyer who created the RFQ and ask to have your quote disqualified.2.2. ensuring the integrity of the submitted RFQ items. The Unseal Date is the date when the buyer unseals the unlocked RFQ allowing the suppliers to view the quotes as well.3.2. An RFQ buyer can setup an RFQ to accept quotes in multiple currencies by selecting the RFQ currency and then identifying any Quote currencies in which quotes will be accepted. In a Multi-Attribute Weighted Scoring RFQ. Quotes are converted to the RFQ currency for quote review. 1. You can prepare your list of RFQ items offline and upload the completed spreadsheet. but you must enter the weights and scores for an item's scored attributes online.3.

2. the most efficient way for a supplier to quote is to use a spreadsheet to download the contents of the RFQ and prepare the quotes offline. Suppliers complete the quoting process by uploading the spread sheet back to the system.11 Can I invite additional suppliers to subsequent rounds of an RFQ? Yes. In an RFQ whose outcome is a blanket purchase agreement. you can enter a Promise Date to differentiate your response from other competing responses. 1.3. 1. You can invite suppliers by selecting them from the supplier master list. completing multiple item attributes.3. In all other cases. Once the supplier has provided you the email address. the Promise Date is optional.2. Downloading the RFQ contents allows suppliers to quickly respond.2. See How do I invite suppliers to my RFQ or auction? for details on identifying contacts.3. When Promise Date is an optional response.10 How can I invite a group of people from a supplier? Ask the supplier (or a supplier contact) to create a group email list that includes all the individuals who should receive the negotiation notifications. 1.3. This is one of the feature of RFQs and mirrors the general off-line behavior of this negotiation model. and why would I enter one? In an RFQ whose outcome is a standard purchase order. Promise Date is an required field.3.8 What is the Promise Date. you can invite additional suppliers by using the same process employed during the initial RFQ creation. When creating additional rounds for an RFQ.3.2. spreadsheet items are validated to ensure the integrity of the submitted quote. An automatic invitation will be sent to each invited supplier.9 Is an RFQ always blind or sealed and why? An RFQ is always either blind or sealed. you can enter the address in the Additional Contact Email field during negotiation creation.Oracle Sourcing Help 1. During the upload.6 What is the most efficient way to quote on many line items in an RFQ? If an RFQ consists of many line items. Page 31/209 . 1.2.7 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. 1.2. the Promise Date is required only if the RFQ uses multi-attribute weighted scoring and Promise Date is one of the scored attributes.

you can modify the following: Title Style Ranking method Rank indicator Preview Date/Time Open Date/Time Close Date/Time Award Date/Time Collaboration team information Item information Invitation List Notes and attachments Page 32/209 . you can manually close your RFQ earlier than the original close date/time. you can use the Graphical Monitor to view quotes. 1. 1.2.Oracle Sourcing Help 1.13 Why can't I see the graphical monitor in a sealed RFQ? While an RFQ is sealed.14 Can I close my RFQ earlier than the original close time? If you select the Early Close option when specifying quote controls.3.2. 2. On the Start New Round page.3.3.3. select Close Early from the Action menu to close the RFQ. 1. Once the buyer has unlocked and unsealed the quotes. Select Start New Round from the Action Menu.2.12 In a sealed RFQ. 1. Use the negotiation number in the Search Negotiations fields on the Negotiations Home page to access the negotiation. however. 3.15 How do I start another round of quoting in an RFQ? Once an RFQ has been closed. On the Negotiations Summary page. none of the details are available for viewing by any suppliers. you can see how many quotes are being placed. you can start another round of quoting.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.

the bidding process moves quickly which results in increased competition.1. such as office furniture or memory chips.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 1.2. typically a matter of a few days.1. Auctions last for a set period of time.1 “How do I create a new negotiation”). Because most auctions are open for short periods of time. Prices are established based on actual supply and demand at the time the auction is transacted. Creating the auction (See Section 2. 2. Responding to the auction (See Section 5.3 “How do I respond to a negotiation”).3.The buyer defines the auction and includes all the auction item information. quantity and item-specific attributes.1. Auctions allow real-time interaction to drive dynamic prices based on information that extends beyond price to include lead times. Auctions enable buyers to solicit bids for goods and services that are clearly defined.2.Oracle Sourcing Help 1. the business terms and conditions and intended bidders. although the close time can be extended manually or automatically based on last minute bids. Auctions are typically focused on creating competition between bidders.4 Getting Started with Auctions Getting Started with Auctions Auctions offer complete. flexible auction capabilities to buyers so they can efficiently obtain the best possible price for goods and services. Negotiations allows buyers to establish either public or private auctions to meet the specific needs of buyers. Steps in the auction process include: 1. Bidders participate in the auction by viewing the Page 33/209 .

1. Minimum Bid Decrement/Increment (See Section 2. bidders are immediately notified of the auction results via online notifications. blind or sealed (See Section 6.1.7 “What are reusable price elements and how do I create them”). Page 34/209 .1.3. Capture Total Cost (See Appendix 7. Price breaks (See Section 2.2. Proxy bidding (See Section 5. The buyer analyzes the bids and awards the auction based on the price.8 “How do I use item attributes and price elements when responding to a negotiation”).1.Oracle Sourcing Help auction items and submitting bids online.11 “How do I extend a negotiation that is in progress”) and early close features (See Section 2. bid attribute value(s).4. and how do I use them”).1 “How do I create an attribute list”).1.11 “What are response controls”).6 “Why are some RFQs and auctions associated with a sourcing event”).4 “How do I award business in an RFQ or auction”).11 “What are response controls”). 4.2.10 “What is proxy bidding and how does it work”).1.1. Autoextend feature (See Section 2.3.2 “How do I monitor the negotiations I have created”). Reusable attribute lists (See Appendix 7. If permitted by the auction rules.1.The buyer and all other participants can monitor the real-time activity during the auction and take action as necessary. bidders can view competitive bids during the auction.15 “How do I close a negotiation before its scheduled close date and time”).2.2 “Glossary”).7 “What are price breaks.1.1.5 “How do I use price elements”). Multiple Auction styles: open.5. Power bidding (See Section 5.4 “How do I create and edit a reusable invitation list”). Reusable invitation lists (See Section 2. 3.12 “What is power bid”). Auction features include: Auction templates (See Section 2. Price elements (See Section 2. Evaluating and awarding bids (See Section 2.4. Manual extend (See Section 2. Monitoring the bid responses (See Section 2. Sourcing Events (See Appendix 7.1. Once the auction is completed.3 “How do I create and edit negotiation templates”). bid quantity.4. Attribute based bidding (See Section 5.

4 “How do I award business in an RFQ or auction”).5 “How do I use the Graphical Monitor to view responses to items in my negotiation”) Notes and attachments (See Section 6.5.5.1. Graphic Auction Monitor (See Appendix 7.5 “How do I use the Graphic Monitor to compare competing quotes or bids for a particular negotiation line”).4. Purchase order generation Real-time status updates Bidding online (See Section 5. Bid comparison (See Section 2.1.2 “Glossary”).13 “How do I download a spreadsheet and respond offline”).2 “How do I monitor the negotiations I have created”).Oracle Sourcing Help Canceling auctions (See Section 2.16 “How do I cancel a negotiation”) and Disqualifying bid (2.6 “How do I submit a response online”) and offline (spreadsheet bidding). Integration with Oracle Purchasing (See Section 2. (5.9 “How do I disqualify responses I receive for an RFI.4 “How does Oracle Sourcing use information in Oracle Purchasing when AutoCreating draft sourcing documents”). RFQ. (See Section 2.1. Page 35/209 .4.1. or auction”). Monitoring bid activity (See Section 2. Online or offline awarding capability (spreadsheet awarding).4.

Buyers are not required to designate a target price for every item. The buyer can also choose to display the target price to the bidders for reference.2.5 Frequently Asked Questions: Auctions 1. you can optionally set a bid start price (quote start price for an RFQ) and target price for every item in the RFQ or auction. buttons.Oracle Sourcing Help 1. 1.2.1 What are the different auction styles? The buyer can choose from three types of auctions: Open: everyone can see the bid content. or task bar options”).5.5.2. Blind: Only the buyer can see the bid content Sealed: Neither the buyer nor the suppliers can see the bid content until the auction closes. Everyone can see the bid content once the auction is unsealed.2. Note: Two people from the same cannot quote in the same RFQ.3 Why isn't there a target price for every item? Target price is an optional value. The bid controls for this auction allow multiple bids per round . 1.2. and 3. The auction to which they are responding is not owned by their company 2.5.4 What is the target price used for? The target price is mainly used for internal performance analysis for the buyer.5. links.5. but only the buyer can see the identity of the bidder. provided that: 1.4 “Why can't I access some pages. The target price is the price you hope to pay for one unit of an item. 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. They have the appropriate function security (See Section 6.6 Can two people from the same company bid on the same auction? Yes. Page 36/209 . 1. All registered users in a company can bid on the same auction.5. 1.2 What is the difference between Quote/Bid start price and target price? When creating a new RFQ or auction.2.2. You can elect to display the target price to participants. 1.1.5 Can someone in my company award an auction that I create? If granted the appropriate authorization. The buyer can see the bids once the auction is unlocked. someone else at your company can award an auction created by you.

1.2.5. 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. and your RFQ/auction appears in that supplier's "Open Invitations" list of invitations.2.9 How do I initiate a new round of quoting or bidding? After your RFI. you might want to send invitations to increase specific suppliers' awareness of your RFQ/auction and encourage participation. When you invite a supplier (See Section 2. none of the previous responses submitted are available for awarding.1. can they view each other's bid details? Depending on the auction style. 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). However.2. that supplier receives an e-mail notification about your RFQ/auction.5. why would I invite suppliers to participate? For a public RFQ/auction. After you initiate a new round of responding. RFQ.7 When two respondents from the same company place bids.13 “How do I invite suppliers to participate in my negotiation”) to participate.5.Oracle Sourcing Help 1. you are not required to send invitations to any suppliers.8 If my RFQ/auction is open to all suppliers. Page 37/209 . 1. or auction has closed.

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

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

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

best bid" is selected for a multi-round auction. the bidder can only view the resulting Price to Total Score for a bid.2.2.2. 1. You can also define the total number of auto extensions and the extension period. 1. For example. When the buyer hides scores/weights.Oracle Sourcing Help 1.5.5. You can also specify if the autoextend is for the entire auction or particular line items.5. 1. 1.16 What is a Single Best Bid? A Single Best Bid is a response to an auction that allows only one bid per company.15 How do two bids with the same score get ranked if the prices are the same? The earliest bid gets a higher rank. no other user at the same company can bid.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. a company can place one bid in each round when being invited to that round Page 41/209 . Bid disqualification. Manual Extend allows you to manually extend your auction close date/time before the auction closes.A bidder must submit a single. once one user at a company responds.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. You can specify whether the auction is extended from the original close time or from the time when the winning bid has been received. Bidders cannot respond to display only attributes so there is no value for comparison. the bidder can contact the buyer and ask to have the bid disqualified. The response is at the company level.5. if Bidder B bids triggering a proxy bid for Bidder A and the resulting bid results in the same Price to Total Score ration.5.13 Why are display-only attributes not visible in the Bid Compare page? Display only attributes are used to convey information to bidders.2. 1. that is. is up to the discretion of the buyer.5.11 Can a bidder retract a bid? If a bidder has submitted. Bidder B receives the higher rank because the proxy bid was created by the system after Bidder B's bid. When the bid control "No .2. however. AutoExtend extends the duration automatically if new bids are received in the closing minutes of the auction.

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

2.00. For example. Supplier B then bids USD 94. Supplier A's proxy will only be triggered again if there is a bid with a price lower then USD 84.00 and a proxy minimum of USD 75. a bid can be beaten based on the Price to Total Score ratio without triggering a new proxy bid.Oracle Sourcing Help 1. not just the bid price. Therefore. Supplier A's proxy is not triggered. Page 43/209 .5. he cannot modify any attribute responses to try to improve his score.19 Can a bidder see the names of the other bidders? Bidders cannot see other bidders' identities.2. since proxy bids are generated based only on the price of the competing bid. a proxy bid decrement of USD10.00 with a score of 90 for the item.5. Supplier identities are never revealed to other bidders.18 How does Proxy Bidding work in Multi-Attribute Weighted Scoring auctions? You can define Proxy Bid parameters with Multi-Attribute Weighted Scoring auctions similar to price-only auctions. Since Supplier B's bid price is less than Supplier A's bid price. This bid (84/90) is now the winning bid. Supplier B then places another bid of USD 92. This bid (94/100) is better than Supplier A's bid (95/90). You may need to cancel the proxy bidding process to redefine attribute information to improve your price to total score ration. Now Supplier B's bid (92/100) is better than Supplier A's bid (84/90).00 with a score of 100 for the same item. you may need to closely monitor Multi-Attribute Weighted Scoring auctions which also use proxy bidding. 1.00.00) has not yet been reached.00. However. Supplier A's proxy is triggered to place a new bid of USD 84. Supplier A places a bid of USD 95. And since Supplier A's proxy minimum (75. Supplier B's bid is the winning bid even though the bid price is higher. but since Supplier B's bid price is still higher than Supplier A's bid price.00. To avoid these situations.

This allows you to return to the creation process at a later time or have multiple people working on the same negotiation. 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.1.1. RFIs can be taken to multiple rounds until the buyer has enough information to identify supplier(s) with which to deal.1.2 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.7 “What are contract terms and conditions. the information contained in the RFI can be copied into an RFQ or buyer's auction. You can create a negotiation and save it as a draft before submitting it. and how do I use them in my negotiation”) Invite Your Suppliers (See Section 2. RFIs are used more for gathering information on goods and service provided by a supplier than to lock in particular price information.1. 2.1. There are four main steps to creating a new negotiation: o o o o Create Your Negotiation Header (See section 2.1 How do I create a new negotiation? Use the instructions on this page to create Sourcing negotiations (RFIs.6 “What information must I provide to create my negotiation header”).11 “What are response controls”) Enter Your Terms and Conditions (If Oracle Procurement Contracts is bought and licensed) (See Section 2. You can also create new negotiations quickly by applying a negotiation template. Define Your Response Controls (See Section 2.1. and Buyer's Auctions 2. RFQs.1. Enter Negotiation Lines (See Section 2.1. o If you have previously created an RFI.1. At the conclusion of the RFI cycle. Help for Sourcing Buyers 2. or auction.4.1.1.1.9 “How do I add lines to a negotiation”).13 “How do I invite suppliers to participate in my negotiation”). you can save time by copying an existing RFI/RFQ/Auction.1 Creating Negotiations 2. RFQs.1.1 Creating RFIs. RFQ. Page 44/209 .1. Therefore.Oracle Sourcing Help 2. and buyer's auctions).

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

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

The backing requisition information is carried over from Oracle Purchasing and used throughout the creation process. AutoCreate uses the requisition information to create a Buyer's Auction or Sourcing RFQ. Once you have identified the requisitions in which you are interested. you can search for requisitions according to different attributes such as item or category and include them in a single document. you can use requisition information in Oracle Purchasing to create a draft sourcing document that you can then access and edit. The AutoCreated document is assigned a document number.1. 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. Simply clicking the link takes you to the page where you initiate the operation.1.1.1. Requisition information in Oracle Purchasing can come from any of several locations such as: Oracle iProcurement Oracle Purchasing Using AutoCreate AutoCreate allows you to select requisitions stored in Oracle Purchasing to create a Buyer's Auction or Sourcing RFQ. When using AutoCreate. 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. The links are organized by task and negotiation type so you can find the link for the task you wish to perform. You can use this number to access the document in Oracle Sourcing and to Page 47/209 .4 How does Oracle Sourcing use information in Oracle Purchasing when AutoCreating draft sourcing documents? If your Oracle Sourcing system is integrated with Oracle Purchasing.3 How do I use Quick Links? The Quick Links section of the Negotiations Home page provides easy.Oracle Sourcing Help 2.

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

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

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

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

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

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

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

For example. Page 55/209 . On the Create Header page. Though suppliers in a multi-currency negotiation can submit responses in several currencies. 2. If one attribute is weighted. effectively "unweighting" that attribute. Maximum Score Accept the default or enter the maximum value that can be entered for this attribute. the system will automatically convert the responses to the negotiation currency. an attribute with a weight of 25 is half as important as an attribute with a weight of 50. but this can be overridden by specifying a default value on the score settings page. Display Target Indicate whether you want suppliers to see your Target Value . However. you can accept responses in currencies other than the negotiation currency. The sum of weights for all header attributes must add up to 100. This note appears on the negotiation summary page and can be viewed by suppliers.1. all must be weighted (although the weight can be 0.7 Can I accept responses in multiple currencies? When you create a new negotiation. the negotiation currency defaults to the functional currency defined for your operating unit. Weight Weights are used to indicate the relative importance of header attributes. To define your currency list and currency exchange rates: 1. o Attachment Click Add Attachment to browse for an attachment to assign to this negotiation.1. click Manage Response Currencies. Notes and Attachments o Note to Suppliers You can add a note to the supplier by entering it in the text box. This column is only displayed if weights are enabled as part of the Scoring Settings. Whenever you view the responses you have received. There is a system default defined by the Sourcing Super User.Oracle Sourcing Help Enter a target value for the header attribute (for example: 30 or more years in business). Delete You can delete this attribute by clicking the trash can icon. they are allowed to respond in only one currency per response.

Select the response currency you will accept. To restrict a supplier to a particular currency: 1. Select the checkbox to display the exchange rates if you want to allow respondents to see your response currency exchange rates. Select the User Specified Rate type. continue creating your negotiation. 2. Otherwise click Add Another Row and continue defining currencies and exchange rates. After you have selected your suppliers in Step 5. 3. You can use predefined exchange rates (Corporate Exchange Rate) or specify your own exchange rates (User Specified Rate). The system may contain several different exchange rate types. If the precision for the response currency is greater than the precision for the negotiation currency. If you are finished defining alternate currencies. you can choose to restrict specific suppliers to particular response currencies. The description field explains the code. Specify the price precision for the currency. When you have finished defining currency information. 5.1. To define your own exchange rates 1. The page redisplays. 6. Select the appropriate type for your negotiation. 2.09 kroner to one dollar. Enter the date for which you wish to use this set of exchange rates. select the exchange rate type. For example. The system's response currency codes are available from the drop down menu. Define the exchange rate by entering the number of response currency units that equal one unit of the negotiation currency. 2. 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 . the system will round when converting responses into the negotiation currency. click Apply. select a response currency for each supplier.Oracle Sourcing Help 2.09 meaning . Select the response currency.1. On the Header: Manage Response Currencies page. To use predefined exchange rates: 1. You assign currencies to specific suppliers when you invite the suppliers to your negotiation. 3.8 How do I restrict a supplier to a particular currency? If you allow multiple response currencies for your negotiation. Page 56/209 . 4.

Continue creating your negotiation. you must identify the goods or services you want to purchase or for which you want quotes. Click Go. You can enter lines online or bulk load lines from a spreadsheet. how the ranking will be displayed. If you select a specific response currency for a supplier. Line ranking is not performed in RFIs. provide the following information. No other suppliers may respond in that currency unless you also associate that response currency with them. 4. From the navigation bar in the top left corner. The spreadsheet is useful if you are adding a large number of lines. However. If you selected User Specified Rate in "Step 2: Defining Business Terms and Conditions. to a multi-currency negotiation. To add a line using the online system. the supplier can only submit a response in either that currency or the negotiation currency. that response currency is available to that supplier alone. On the Lines: Create Line page. and how the line will be added and click Go. if a user submits a rebid. Any. 2. accept the default value of Online from the Add Line drop down menu.9 How do I add lines to a negotiation? When you create a new negotiation. 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. 3.1. the follow-up bid must be in the same currency as the initial response. select Multi-Attribute Scoring as the Ranking type. *Indicates a required field : Page 57/209 . On the Create: Lines page. o o o 2. Your other option is to load the line information using spreadsheet upload. The new price precision applies only to the suppliers to whom you assign it. Select a price precision for the response currency. If you wish to score and weight your lines." To add lines online: 1. 2. each in a different currency." enter an exchange rate for the response currency you selected in the previous step. click "Lines.1. Multiple users in a supplier's organization can submit several initial bids. If the response currency you select for a supplier is not on your currency list. or edit a draft negotiation.Oracle Sourcing Help o If you accept the default. select how the line will be ranked. 3.

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

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

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

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

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

Finally. You can include services-related lines with regular amount-based and goods-based lines. 6. Specify how price differentials are to be used within the negotiation (for example. and Category will default according to the Job you select. 5. Enter values in your price fields if necessary. Job Details. add any notes or attachments to the supplier. Create attributes as needed to solicit additional information for this line. rate-based line type. 8. 6. make sure you select a temporary labor. Follow steps 1 and 2 above. and click Go. click Select Price Break Settings and ensure it is not set to None. To define a temporary labor. 11. fixed-price line: 1. Search and select a Job from the Job menu. To define a temporary labor. 3.1. make sure you select the Global Agreement checkbox. 7. From the Add Line menu on the Create Lines page. General services fixed-price lines use a negotiation outcome of standard purchase order. Enter your price breaks including Price Differentials. 2. 5. Continue defining the remainder of the negotiation. 9. Search and select a job from the Job menu. Finally. 4. and specify the differential associated with this price type. fixed-rate line type. On the Lines: Create Line page. Also. 4. make sure you select a temporary labor. 2.10 How do I define services related lines? Services related line types allow you to negotiate on labor contracts.1. Continue defining the remainder of the negotiation. and then click Go. vacation). or click Load from Spreadsheet to upload a previously completed spreadsheet file containing all the line information On the Lines: Create Line page. if appropriate. is a response to the price differential required) Select the price type (for example. 3. Job Details. select Online to continuing entering your line description online. The Description. The Description. add notes or attachments to the supplier. Create attributes as needed to solicit any additional information for this line. rate-based line: 1. 10. Unit of Measure and Category will default according to the Job you select.Oracle Sourcing Help 2. Page 63/209 . For temporary labor line types. If you need to specify price breaks. ensure that you choose Blanket Purchase Agreement as the negotiation outcome for temporary labor line types.

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

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

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

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

The AutoExtend period is determined by the length of each AutoExtension (see above). or only for those items that receive winning bids during the AutoExtend period. This setting also determines the end-of-auction window (the AutoExtend period) during which a winning bid triggers an AutoExtension.1. If the approver rejects the decision. if you specify that each AutoExtension is 20 minutes : o o Each AutoExtension will last for 20 minutes after the start time you specify. If the approver allows the decision. This ensures that.Oracle Sourcing Help You must specify the duration (in minutes) of each AutoExtend.1. Page 68/209 . the purchasing document will not need to be changed in the future. You can require the approval of the award recommendation by clicking the "Require award approval" response control on the Controls page while creating your negotiation. which the approver can accept or reject. The approval cycle continues until all the required approvers have viewed and approved the decision. a notification is sent to the next approver in the approval chain. Once you have saved your award decisions. For example. Lines to AutoExtend You can extend bidding for all auction items. 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. a notification is sent to the creator who can then begin generating the purchasing document. a notification is sent to the first approver in the approval chain requesting that the approver view the decision. 2.12 Can I ensure that an award recommendation gets approved before I generate its purchasing document? It may be the case that one or more approvers must review and sign off on your award recommendation before you can generate its associated purchasing document. Number of Extensions Select a value from the drop down menu to set the maximum number of times the auction can be extended. Once the decision has been approved. once created. a notification is sent to the negotiation creator.

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

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

4. When creating a negotiation. but also to other features and performance characteristics of each line. 2. Click the appropriate link under the Create area of Quick Links on the Negotiations Home page. To use a sourcing document template: 1. allowing respondents not only to respond to the price. You can review the new changes compared to the current active negotiation by clicking Review.2. or auction) to create a new document of the same type. the Submit button changes to Publish. 8. RFQ. Once approved (or if approval is not required). Page 71/209 . These attributes may either require a response or no require a response from the supplier.1 How do I use negotiation templates? You can use a document template of a specific type (RFI.1. If you have approvers identified on the Collaboration Team on the Create Header page. On the results display. quality. 2.1. On the Create: Header page. Draft amendments are available on the Negotiations Home page if you click Drafts in the Manage Quick Links section. The buyer can define unique line attributes. no new responses can be received on the previous negotiation. and delivery. select the template and click Apply to create a new negotiation with this template. Spreadsheets and Lists 2. and how do I use them? Line attributes enable a buyer to define multiple line-specific attributes. you can submit the amendment for approval by clicking Submit for Approval on the review page. 2.2. You can add to. See How do I create and edit negotiation templates? for instructions on creating negotiation templates. 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. or delete any of the negotiation information provided by the template by proceeding through the steps of creating a negotiation.2 Templates. the buyer can score attribute values to indicate the relative preferability of different responses.1. All suppliers will be required to acknowledge the amendment and resubmit their responses to be eligible for award. You can save the amendment as a draft at anytime during the creation process if you click Save Draft.2 What are line attributes and attribute lists. click Apply Template. edit. 3. Approvers will receive notification that they need to approve the amendment. Once you click Publish.Oracle Sourcing Help 7.

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

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

Oracle Sourcing Help Sourcing Super Users or users with the Manage Invitation Lists job function can create. On the Edit Invitation List page. then click Edit.1. Select the supplier(s) and click Add to Invitation List. 3. The value specified in the spreadsheet. For a supplier with multiple sites. 2. click "Add Suppliers" again and follow the perceiving instructions. you can add an entry for each site for that supplier if you choose. 6. If you are have the Manage Invitation Lists job function. status. 5. and access as appropriate." then search for suppliers to add to your invitation list. If the template and spreadsheet have conflicting category values. find your list. you can edit public lists. Search for the list you wish to update. 5. click Submit. Click "Invitation" under the Reusable Lists area of Quick Lists on the Negotiations Home page. click Apply. Page 74/209 . update your list description. To edit an invitation list you have created: 1. 4. you can choose a specific supplier site to associate with this list (Supplier Site is another term for Address Name).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. When you are finished. Click "Add Suppliers. You can also add or delete suppliers. If you wish to add more suppliers to your list. On the search results page. including change the access and status. 8. The value defined for the RFQ/Auction template. 7. 2. or 2. the system uses the following hierarchy to determine which category value to use: 1.2.2.5 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. If the supplier you selected has multiple sites defined in the system. When you have finished adding suppliers. any attributes/price elements defined for the template are added to any attributes/price elements you define via the spreadsheet.1. edit. and manage public invitation lists. 2. 4.

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

Oracle Sourcing Help

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

o

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

o

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

o

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

o

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

o

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

o

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

Oracle Sourcing Help

o

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

o

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

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

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

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Oracle Sourcing Help

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

Oracle Sourcing Help

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

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

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

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

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

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

For example. the system will assign weights as equally as possible. Such costs could include services such as training or consulting. Note: If the negotiation outcome is a blanket purchase agreement. Buyers can specify when they create the negotiation how much they anticipate paying for these additional costs.3. for example. which is required to compute a total unit price. If there are an odd number of attributes. Page 84/209 . You can create new price element lists or edit existing lists. freight charges or import duty fees.6 What are Reusable Price Element Lists. you might create a price element list identifying normally expected transportation costs. Once you have created a price element list. you can apply that price element list to any negotiations (RFQs or auctions) containing items to which those price elements are applicable. This is because in the absence of a line response quantity. 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. Click the Price Element link under Reusable Lists on the Quick Links section of the Negotiations Home page. These costs can then be negotiated between a buyer and supplier just like the item price. click Equalize Weights. To create a new price element list: 1. the supplier's response prices to the price elements will not be rolled up into the line total price.3.Oracle Sourcing Help o To set the weights for all attributes equally. Price elements allow you to: Identify suppliers with the lowest total cost per line not just the lowest item price. Identify hidden activities or "cost drivers" to facilitate improved analysis and decision-making. or discrete costs such as shipping fees. the supplier's response values for fixed-amount type price elements cannot be converted to a unit price. Take into account any additional costs or charges when considering outsourcing a project. Support supply chain operations more efficiently by recognizing and analyzing how one organization's performance and costs affect another organization. 2.1. You must be assigned the Create Reusable Price Element Lists job function to create these lists.1. 2.5 How do I use price elements? Price elements allow a buyer to identify additional costs associated with a particular negotiation line. Or you might create a list that identifies additional services such as consulting or training that will be required by a particular negotiation item.

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

4. and you may specify several quantity levels and the prices you are willing to pay at each. Page 86/209 . you receive the responses shown in the table below. search and select the list you want to edit. click Go. 7. you can either click the price element list name link.1. you receive an error message. On the Edit Price Element List page. 2. When you have finished making your changes. If any price elements are inactive. The search results display any price element lists matching your search criteria. To edit the list. The list status (Any. Or you may be willing to pay more per unit if your supplier can ship the order to a special location. Example: Assume you are purchasing PC keyboards. Click the Price Element link under Reusable Lists on the Quick Links section of the Negotiations Home page. The name of any price element defined to the list. you may expect to receive a discount from your supplier if you buy a large quantity of units. For each (non-amount-based) line in your negotiation. You specify 20$ as your start or base price.Oracle Sourcing Help To edit a price list: 1. You can search for a particular price list by : o o o o The list name. change the price element list status.) 3.7 What are price breaks. On the Price Element Lists page. 2. For example. or by a certain deadline. 6. The first few words of the list description. You can then enter different assumptions into the system and have it calculate which response is the best. Active or Inactive). you can o o o update the description for the price element list. (This returns all price element lists using that price element. The new list is validated. When you have entered the search data. and how do I use them? Price breaks allow you to negotiate line prices with your supplier based on characteristics of your order. click Apply. The first offers a price of 19$ per unit if buying more than 100. 5.3. add or delete price elements from the list. Your suppliers respond to your negotiation specifying their responses to your price breaks. you can define as many price breaks as are appropriate. The second offers a price of $18 a unit if purchasing over 500. or select the price element list and click Edit. You then set up two quantity-based price breaks. For these price breaks.

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

and effective dates (available for non-cumulative price breaks only). 5. Click Add Another Row to define additional price breaks. If you select Non-Cumulative. 4. you could define multiple price breaks based only on order quantity. Ship-To address/organization. To analyze price break information: 1.4. you can have the system evaluate the supplier responses based on scenario information you enter. 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.1. For example. 3. Item attributes define 1) unique specifications that you set for an item. Search for the negotiation you're interested in. If you select None. 5. Select the negotiation line. You can define as many price breaks as are needed to fully define your pricing structure. click Analyze by Line from the Actions menus and click Go. you can offer a particular target price.Oracle Sourcing Help 3. price.1. On the Analyze Line: Analyze Price Breaks page. you can enter different values in the fields under Enter Assumptions and have the system calculate the best response based on the values you enter. 4. Select Required to force to supplier to respond to the price breaks you define.1 What are some negotiations strategies I can use? When creating a negotiation. For example. click Apply. You can set breaks by unit quantity. you can use a number of techniques to facilitate the results you want: Using item attribute requirements You can add item attributes to any of your items. For each price break criterion. Once you have defined all your price breaks. and 2) the details that a participant should provide when responding to that item. otherwise select optional. On the table of negotiations. Define your price breaks. Also select either Cumulate or Non-Cumulative. you will not be able to negotiate on effective dates.4 Additional Creation Topics 2. you could enter different order quantities and see which supplier response is the best for a certain quantity. and your supplier(s) have responded with quotes. Analyzing Price Breaks Once you have defined your price break expectations. On the negotiations summary page. you will not be able to enter price breaks. Page 88/209 . and click Analyze Price Breaks. 2. click the response number link. 2.

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

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

Page 91/209 . 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. or promise date 2." Note that any draft negotiations associated with this event are not shown. To see the negotiations associated with the event. Your event is opened as soon as it is created. 3. enter a title. You can then start associating negotiations with it. 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. description. delivery location. On the Create Event page. 2. select the event and click "View Negotiations. To manage a sourcing event: 1. This takes you to the Manage Events page. To see event details. 2. Once the event is created. click Cancel. click the event number link. You have the choice of canceling only the event or canceling the event and all negotiations associated with it as well. 3. You can continue to associate negotiations with the event until the event's inactive date is reached. and an inactive date. To use events. you can associate negotiations with the event while creating the negotiation on the Create Header page. Click OK.4. 4. Such costs could include service related costs such as training or consulting services. Click "Event" under the Create area of Quick Links on the Negotiations Home page.Oracle Sourcing Help Using price elements Price elements identify additional item costs beyond just price. you first create an event. You may also want to create an event if you want to encourage respondents to participate in multiple. You can continue associating negotiations with the event until its inactive date is reached. similar negotiations.1. You may want to create a sourcing event if you need to monitor several related negotiations as a group rather than individually. To cancel an event. To create a sourcing event: 1.2 What is a sourcing event? A sourcing event is group of related negotiations.

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

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

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

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

To copy an existing negotiation: 1. and deliverables are available if Oracle Procurement Contracts is implemented). click Contract Terms in the navigation bar at the top left side of the page. 2. You need the Manage Contract Terms responsibility to create and maintain contract terms on negotiation documents. conditions.Oracle Sourcing Help 6. Page 96/209 . or auction). To apply contract terms to your sourcing document: 1. Once the page refreshes. Click "Copy" under the Create section of Quick Links on the Negotiations Home page. you can create contract terms and apply them to your negotiation. you can click Apply and Create Another. Using contract terms is an easy way to create and maintain standardized contract text which can be customized as needed. Note that you will have to specify new Open Date and Close Date values 6.6 How do I copy a sourcing document? You can copy sourcing documents that you or any other users in your organization have created. On the Create Negotiation page. then click Submit for Approval if approvers are specified for this negotiation. When you have finished creating your new negotiation.1. Once you have found the negotiation you are interested in. You can click the negotiation number to see details about the negotiation. 3. You need the Contracts Terms Library Administrator responsibility to create and maintain clauses and contract templates in the Contract Terms Library. RFQ. 2. 2.1. and how do I use them in my negotiation? If Oracle Procurement Contracts is installed and licensed.4. Verify your negotiation information. Clicking Copy places you on a new Create Header page with the existing information inserted. If there are multiple deliverables to define. You can copy an existing document to create a new document of the same type (RFI. This includes any contract clauses or deliverables (terms. click Apply.7 What are contract terms and conditions. 4. click Review. Edit your new negotiation by continuing through the creation steps. click the Copy icon at the right of the page. Note that most of the information you defined previously is carried forward into the copy. Search for the negotiation you want to copy. you can define your next deliverable.4. otherwise click Publish to open it for responding. After you have finished defining your deliverable. 5. You can use contract terms to specify legal and other requirements for your negotiation.

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

From the negotiation summary page. but more of a service or activity. and how are they used? Sometimes the item you need to negotiate is not a number of discrete units. you can specify that an item is amount based by selecting an amount based Line Type value. The possible values are defined in Oracle Purchasing. the quantity and unit of measure defaults to the values defined by your administrator and is display only. This takes you to the Requistion Detail page. Each member can be assigned specific tasks. click the number link in the Requisition column.4. Such activities can be negotiated by using amount based line types. Page 98/209 . Such tasks could include defining the item attributes. For example. If you select a line type that is amount based.1. When you create a negotiation.10 How do collaboration teams work? When creating a negotiation.4.1. 2. Buyers can optionally grant full access to some team members while restricting others to read-only access. buyers can nominate collaboration team members to participate in the creation and administration of the sourcing document.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. inviting additional suppliers. Click the number link in the Line column. 2. Access the negotiation. This includes the entire life of the sourcing document from the initial creation to the award process. This takes you to the Requisition Summary page. click the Lines subtab.9 What are amount based line types. For the line whose requisition information you wish to view. you might need to negotiate training or consulting services. 2. A category value may also appear if your administrator has defined a default category for that line type. and some team members may be required to approve the final document before delivery to potential suppliers. and creating document outcomes. 4. awarding business to supplier. 3.

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

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

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

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

For temporary labor line types. 5. There is a fixed amount limit attached to the service. Page 103/209 . General services fixed-price lines use a negotiation outcome of standard purchase order. Also. Search and select a job from the Job menu. The charge for this type of service is based on hourly rates per person. select Online to continuing entering your line description online. Enter values in your price fields if necessary. rate-based line type. maintenance services. is a response to the price differential required) 7. You can include services-related lines with regular amount-based and goods-based lines. The charge for this type of service is based on a flat amount for the service provided.2. If you need to specify price breaks. Select the price type (for example.Oracle Sourcing Help 2. Specify how price differentials are to be used within the negotiation (for example. 6.3 How do I define services related lines? Services related line types allow you to negotiate on labor contracts. Unit of Measure and Category will default according to the Job you select.2 What kind of services can I negotiate for? If Oracle Services Procurement is installed and licensed. temporary administrators. or click Load from Spreadsheet to upload a previously completed spreadsheet file containing all the line information 2. if appropriate. vacation).2. 9. . 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. From the Add Line menu on the Create Lines page. 4. make sure you select a temporary labor. click Select Price Break Settings and ensure it is not set to None. The Description. 2. and specify the differential associated with this price type. and click Go. make sure you select the Global Agreement checkbox. 8. Enter your price breaks including Price Differentials. rate-based line: 1. 3. ensure that you choose Blanket Purchase Agreement as the negotiation outcome for temporary labor line types. Fixed-price services such as corporate accounting services. On the Lines: Create Line page. To define a temporary labor. Job Details. Create attributes as needed to solicit additional information for this line. Fixed-price temporary labor such as contractors. you can create documents that negotiate for many different types of services. or consulting services.

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

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

Continue from the Terms and Conditions page with regular a response if terms and conditions are required. On the Create Surrogate Bid/Quote: Select Supplier and Contact page. access the negotiation in which you wish to bid by clicking its number.2 How do I monitor the negotiations I have created? Access the negotiation you wish to monitor.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. 7. If you do not see your negotiation. 6. 5. To place a surrogate bid on behalf of a supplier: 1. It is when the buyer receives the offline copy of the response or when the supplier mails/faxes the response. You also search for all open negotiations to which you have access. On the negotiation summary page. Clicking the number of your negotiation takes you to the negotiation summary page. Click the negotiation number to access the negotiation summary page where you can see information on the negotiation. Oracle Sourcing buyers can place surrogate bids on behalf of such suppliers.3. and click Go. enter the name or contact of the surrogate supplier in the Supplier field and click Go. a surrogate bid can be entered into the negotiation. Click the Responses number to access the Details page for the negotiation. and then click View Response History to see information on responses to this negotiation. select Create Surrogate Quote/Bid from the Actions menu. 2. Once the buyer has received all the bid/quote information. On the Create Bid/Create Quote page. Negotiations in which you are participating appear under Your Negotiations at a Glance. You can also use the Graphical Monitor to view and compare responses to your negotiation. From the negotiations summary page. 4. enter the Bid/Quote Received Time. Page 106/209 .Oracle Sourcing Help Note that the Your Negotiations at a Glance section shows a limited number of entries based on time remaining. 3. 2. click Full List.3. 2. you can either Select View Response History from the Actions menu and click Go. From the Negotiations Home page. To see the complete list of negotiations you created. Select a contact for the supplier and click Create Surrogate Bid/Quote. click Full List. Sign on to Oracle Sourcing with Sourcing Super User responsibility.

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

2. Open the file and complete it according to the directions in the Instruction file. 5.Oracle Sourcing Help 6. On the Export Quotes/Bids to Spreadsheet page. If you defined price elements to be included in your price calculation.3. The Attribute Group Scores chart compares competing responses in terms of attribute group totals. If you have never used spreadsheet files before. 3. Save the file. If you did not use price elements in your negotiation. To download responses: 1. 2. From the Your Negotiations at a Glance section. 4.6 How do I download the responses I have received? You can download all the bids and quotes you receive for a negotiation into a spreadsheet for offline viewing. You can display these charts by clicking the triangular icon labeled Show Chart. Page 108/209 . The Analyze Line: Compare Quotes/Compare Bids page displays a sideby-side comparison of the response details for all responses you chose to compare. You can also update the spreadsheet with your award decisions and then upload it to identify winning responses. select the type of spreadsheet you wish to down load. You can download bids whether the negotiation is open or closed. you can view them by clicking the icon in the Notes/Attachment row. Save the file to a convenient location. click the negotiation number for the negotiation to access the Negotiation Summary page. You can pause your cursor over each section of the bar to see the exact response value to that segment. Each response is identified by its response number. the chart will show the total price calculated by combining all the responses to the price elements. These charts compare different aspects of the responses. You can use an Excel spreadsheet file or a text spreadsheet file. The Price Analysis chart compares the calculated line prices offered by the responses. If there are any attachments. Note that there may be two other charts available on the page depending on how you defined your negotiation attributes. you should also download the Instructions file. This is useful if you have received a large number of responses and want to compare them offline. select Export Quotes/Bids from the Action menu. there will be only one segment for each graph with that segment comparing simply the price. On the Negotiation Summary page.

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

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

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

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

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

For example. click the negotiation number for the negotiation you wish to extend.3. A notification will be sent to all participants. 3. On the Extend RFQ/Extend Auction page.Oracle Sourcing Help 2. 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. click Full List. specify a new close date and time. you entered an award date. 4. need-by date. However. if your negotiation includes a January 15 close date and a January 20 award date. You cannot manually extend your negotiation after it has closed. If your negotiation is not displayed. To manually extend your negotiation: 1.10 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. if you extend that auction for only 3 days. and your award date remains January 20. and/or long-term agreement dates. To add suppliers to a negotiation: 1. click the negotiation number link for the negotiation to which you wish to add additional suppliers. follow the instructions to add new suppliers. when creating this negotiation. and you extend that auction for 7 days. 5. Select Add Invitees from the Actions menu and click Go. Under the Your Negotiations at a Glance section on the Negotiations Home page. your new close date is January 18. 2. 2. select the Extend RFQ/Extend Auction option from the Actions menu and click Go. you cannot extend an auction after its first AutoExtension has been triggered. You can also enable AutoExtend or modify your AutoExtend settings if you wish. On the Invite Additional Suppliers page. Additionally. On the negotiation summary page. Click Apply.3. Enter a new close date and time. 2. If. 6. Page 114/209 . 3. click Full List. Click Apply. Under the Your Negotiations at a Glance section of the Negotiations Home page.11 How do I extend a negotiation that is in progress? You can extend an negotiation beyond its scheduled close date and time only if you set your response controls to allow manual extension. and your new award date is January 27. If you don't see the negotiation. your new close date is January 22.

but you cannot change any other AutoExtend settings. However. 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. However. select the Extend Auction option from the Actions menu and click Go. you can still enable AutoExtend (if not enabled initially) or modify your initial AutoExtend settings after the auction opens for bidding if you selected "Allow manual extend when negotiation is open" while setting the bid controls. On the negotiation summary page. Under Your Negotiations at a Glance on the Negotiations Home page. You can also review and extend your auction's scheduled close date and time. 2. If your auction enters AutoExtend mode. Page 115/209 .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. 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. or upon receipt of a new winning bid). 4. If your auction enters AutoExtend mode.12 How do I change my auction's AutoExtend settings while the auction is in progress? You can initially set your auction's AutoExtend settings while defining bid controls. click the number for the negotiation whose AutoExtend values you wish to change. you can change the number of times that the auction can AutoExtend. You cannot enable or modify AutoExtend settings for an auction that is in a preview period or has closed for bidding. 3. On the Extend Auction page. but you cannot change any other AutoExtend settings. You can modify the following AutoExtend options: o o o o Lines you want to AutoExtend (AutoExtend all lines.3. you can change the number of times that the auction can AutoExtend. review your current AutoExtend settings (if any). You cannot enable or modify AutoExtend settings for an auction that is in a preview period or has closed for bidding. Once you have made your changed. click Apply. To change your auction's AutoExtend settings: 1.

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

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

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

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

Click Apply.3. 3. On the Close Early page. enter the new date and time you want to close the negotiation or choose to close it immediately. 2. or the items are no longer needed. the responses to your negotiation do not meet your needs. For example. select the Close Early option from the Actions menu and click Go. 4. click the negotiation number for the negotiation you wish to cancel.17 How do I create an amendment to a negotiation? After publishing a negotiation. Under the Your Negotiations at a Glance section of the Negotiations Home page. Page 120/209 . Also the line requirements have changed. Amendments can be created anytime after the preview date/time (or open date/time. the buyer can update information defined in the document if necessary. In any of these cases. 5. or the terms of the responses are not acceptable. click the negotiation number for the negotiation you wish to close. If desired. On the negotiation summary page. 3. 1.16 How do I cancel a negotiation? Sometimes.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. The system notifies all the invitees and participants of the cancellation. you can enter a text note to participants explaining why you are canceling the negotiation. you may wish to simply cancel the negotiation. Note that you cannot manually close an auction after its first AutoExtension has been triggered. 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.3. Click Apply. 2. This update is called an amendment.3. Under the Your Negotiations at a Glance section of the Negotiations Home page. On the negotiation summary page. 2. 2.Oracle Sourcing Help 2. there may have been too few responses. if no preview date/time was specified) and before the close date/time. If you do not see the negotiation. enter a note to your suppliers. On the Cancel page. To close your negotiation early: 1. 4. This note is included in the notification that will be sent. click Full List. select the Cancel RFQ/Cancel Auction option from the Actions menu and click Go.

deletions. current prices. If Oracle Procurement Contracts is implemented. these can be changed on the Create Amendment: Contract Terms page. 2. You can save the amendment as a draft at anytime during the creation process if you click Save Draft. select Create Amendment from the Actions menu. 4. enter any line changes. you must enter a new Description for the amendment and make any other header level attribute changes you need. Draft amendments are available on the Negotiations Home page if you click Drafts in the Manage Quick Links section. and there are clauses and deliverables defined to this negotiation. 8. Once you click Publish. additions. On the Create Amendment: Lines page. mail or email. If you have approvers identified on the Collaboration Team on the Create Header page. You go to the Create Header page. Government organizations in particular present solicitation packages according to a unified format. no new responses can be received on the previous negotiation. This suffix is incremented every time you create a new amendment for this document. On the negotiations summary page. On the Create Amendment Header page. Once approved (or if approval is not required). or updates to line information if necessary. use the active negotiation's negotiation summary page. 6. 7. Approvers will receive notification that they need to approve the amendment. or names of invited suppliers. for example.Oracle Sourcing Help To create an amendment to a sourcing document: 1. Notice that the negotiation number has now been given a suffix. All suppliers will be required to acknowledge the amendment and resubmit their responses to be eligible for award. 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. 5. You can review the new changes compared to the current active negotiation by clicking Review. 2.1. Responders should be able to complete negotiation documents and return the results by FAX. You cannot add or delete suppliers on the Create Amendment Suppliers page during an amendment. 3. To invite new suppliers.18 How do I print information on my negotiation? Much business communication today is carried and managed offline. the Submit button changes to Publish. 12345. The printed version also does not include any price elements Page 121/209 .. The printed version of the negotiation is appropriate for public display since it excludes all internal data such as internal attributes.3. Buyers need the capability to download and print a negotiation for offline review.

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

you can create and manage deliverables for your negotiations. On the Update Deliverable page.3. or add a new attachment. Click "Deliverables" under Manage in the Quick Links section of the Negotiations Home page. or delivery schedule before the buyer will consider finalizing a contract with that supplier. For example. 3. 5. Modify or delete an existing attachment. To see information on the negotiation to which the deliverable is assigned. 2.20 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. When you are finished updating the deliverable information. o o o To see information on the deliverable. If Oracle Procurement Contracts is installed and licensed. Select View Award Approval History from the Actions menu. The Award Approval History page shows who has approved your award recommendation and the approvals remaining in the approval chain. At any point in time. When results are displayed. To update the information on a deliverable. scroll if necessary to find your deliverable. a buyer may ask a supplier to provide copies of personnel certification. To view and update your deliverables: 1. click the entry in the Document Number column. Page 123/209 . click Apply. a detailed project plan. 2. You can easily view the status of all your deliverables. some of which will require deliverables. On the Manage Deliverables page. 4. 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. See the Alert column for important information on the deliverable's status. click the entry in the Deliverable Name column.Oracle Sourcing Help To view the approval status of a negotiation: 1. enter enough search values to restrict the results to the deliverable(s) in which you are interested. you may have many negotiations in progress. Navigate to the summary page for the negotiation 2. This allows you to quickly pinpoint any negotiations that are at risk because a deliverable has not been provided.

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

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

Oracle Sourcing Help Page 126/209 .

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

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

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

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

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

o Closed Negotiations which have been closed. For each entry in the table. On the Negotiations Search page. awarded and completed the negotiation. you must have closed the negotiation and made some award decisions. 2. you can do an advanced search looking for negotiations with a status of Award). 1. On the negotiation summary page. Click the link in the Number column for the negotiation. click the number link for the negotiation to see the details. Use the Search Negotiations fields at the top of the Negotiations Home page to perform an Advanced Search. o Completed The award process is completed and a purchase order has been requested or a purchase order has not been requested. it can be helpful to review award decisions you have made in the past. 3. select one of the following Status values and click Go. 3. o Award Negotiations for which the award process is either still in progress (there are still outstanding items to be awarded) of completed (there are no outstanding items to be awarded). This information is stored and can be viewed even after you have closed.4. you can use the subtabs to toggle between the Supplier and the Line views. 2. o Create Order Negotiations for which the allocation process is in progress or for which the purchase order creation process has been initiated. These negotiations could be taken to a subsequent round of responding or could have their award process initiated. On the Award Summary page. Use this icon to show or hide the detail information for that entry. select Award Summary from the Actions menu and click Go. 2. there is a triangular +/.Oracle Sourcing Help To display the Award Summary page: To use the Award Summary page. From the list of search results. 4.11 Can I see information on my negotiations once I have completed awarding them? In many situations. Page 135/209 . To see prior award information: 1.icon in the Details column. Locate the negotiation whose business you have awarded (note that from the Negotiations Home page.

Page 136/209 . 4. If Oracle Procurement Contracts is installed and licensed. click the link to return to the negotiation summary page. 5. you can use an Acceptance Level value of Document and Signature to perform contract binding. click Submit if you wish to complete the award process. On the Complete Award page. On the Create Purchase Order page. If you have an approval procedure set up in Oracle Purchasing. click Initiate Approval to begin approval for this purchasing document.Oracle Sourcing Help 2.12 How do I generate a purchase order document? Once you have saved your award decisions. See What is contract binding? for more information. Choose an Acceptance Level from the drop-down menu. 5. 4. In you are creating a blanket purchasing agreement. you can choose whether or not to create a purchase order document. On the award Confirmation page. 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. 3. 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). 6. The Confirmation page informs you that the award is complete. 2. specify the start and end effective dates. 3. On the Review and Submit Complete Award page. Select Complete Award from the Actions menu and click Go. To generate a purchase order document: 1. To complete the award process: 1.4. On the Confirmation page. 2. Click Submit. you can obtain information on the supplier to whom you awarded business. You can see you award information by clicking the link under the Details column (or by clicking "Show All Details"). you return to the negotiation summary page to complete the award process and generate a purchase order document. so you may wish not to notify suppliers until a later date when the purchase document is fully approved).

Once the negotiation is closed for responses. Document or Shipment Supplier can accept the document or individual lines. 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. use the search tips below. you are sent a notification requesting your acceptance as well. you can require that the supplier sign and accept the document. When you are creating the purchase order document.Oracle Sourcing Help 2. Page 137/209 . You can optionally indicate whether acceptance is required for the resulting purchase order document. If the supplier accepts the document.4. 2.1 Searching How do I search for information on Oracle Sourcing? There are many times when using Oracle Sourcing that you need to search for information. Searches are conducted using a search criteria and one of that criteria's search value. To save time and perform accurate searches. you can use the wild card (%) as necessary The search process varies depending on what you are searching for. If you require acceptance. Suppliers can use iSupplier Portal to accept the document or can request that you enter acceptance on their behalf. Document Only Suppliers are required to accept the entire document. you have the choice of four levels: None No acceptance is required.5 2.5. Once both you and the supplier have accepted the purchase document. or finding reusable invitation lists to apply when creating a negotiation. A notification is sent to the supplier requesting a signature to indicate acceptance after the purchase order is approved by any internal approvers. In most cases when specifying a search value. This option uses Workflow notifications to obtain signatures online. Some examples include searching for negotiations in which to participate. Document and Signature You and the supplier must sign the document to indicate acceptance. it is ready for execution.13 What is contract binding? If Oracle Procurement Contracts is implemented. you can award business to selected suppliers and subsequently initiate the purchase order/contract creation.

All these negotiations can be viewed and accessed from the Your Negotiations at a Glance section of the Negotiations Home page. you may have several negotiations that are in different states. 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. Enter search values for as many search fields needed to qualify your search. another open and being responded to. you can click the negotiation number link to go to the negotiation summary page to see details of the negotiation. select the type of search from the "Search Negotiations" menu. specify a search value and click Go. enter a value for the search criteria in the Search Negotiations fields at the top of the Negotiations Home page. or supplier.5. 1.1. item category. click Full List. From the Your Negotiations at a Glance display. you select one of the criteria mentioned above from the drop down menu. title.1 Searching for your negotiations in which you are participating: At any point in time. These include those mentioned above as well as type. One may still be in its preview period. For some fields you select menu options. Page 138/209 . 2. and a last closed and being awarded. item. click Advanced Search. you may have access to negotiations owned and created by other buyers either because you collaborated on that negotiation or because the negotiation is public. Note that the display shows only a limited number of negotiations.1. To perform a simple search. project number. supply a search value. you enter search values for multiple search fields. status.5. style.Oracle Sourcing Help 2. on the Negotiations Home page. A common task is monitoring and administering all these different negotiations. and click Go. To see the complete list of negotiations you created. and task number. When using the simple search method. There are several criteria you can use when performing a search to restrict the number of search results.2 Searching for all negotiations to which you have access: In addition to the negotiations you own. creator. You can select one of two search methods: simple and advanced. When using the advanced search. security level. To perform an advanced search. To perform a search. For others you enter values. These include number. event. You can use any combination of these search criteria to reduce the number of results you receive.

1. 2. You can identify the suppliers you wish to notify by searching information in the Approved Supplier List. Click the Manage quick link under Drafts on the Negotiations Home page. On the Manage Draft Negotiations page. If the draft is locked. You can search both the Approved Supplier List and the Supplier Master at the same time. and click Go. Select the draft and continue processing. 2.Oracle Sourcing Help When entering values. Click the Number link to go to the negotiation summary page where you can see information on the negotiation. and proximity to open date (specified as the number of days outstanding). Scroll through the Results display until you see the target draft. as well as information provided by the supplier company itself.4 Searching for suppliers: When creating a negotiation.1. You can search on negotiation number. You can also search the Approved Supplier list for suppliers of a particular status (for example. click Unlock to access it. negotiation title. You will also search for suppliers to add them to reusable invitation lists and/or negotiation templates. click Go.5. 4. negotiation creator. To search for and manage a draft negotiation: 1. 5.5.3 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. Click Review and Submit to publish the draft. 2. Scroll through the Results: Negotiations display until you find the correct negotiation. Enter your search values. You can use % as a wild card value 3. minority-owned or small business. you can send invitation notifications to particular suppliers inviting them to participate in the negotiation. When you are finished. o o On the Search and Select: Suppliers page Page 139/209 . you can use % as a wildcard. select a search type from the menu. o You can search the Approved Supplier List to identify suppliers who sell a particular item or commodity. 2. for example. approved or new). Click Edit to update the draft. the Supplier Master. You can search the Supplier Master to identify suppliers who meet certain criteria. Click "Responses" to go to the negotiation History page where you can see information on current responses.

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

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

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

For each supplier. Page 143/209 .2 What are the Sourcing Intelligence reports I can generate? You can generate any of the following Sourcing Intelligence reports: 4. You can sort the report by clicking on the any of the underlined column headings.1. see "How do I run the reports?" Notes: Note the following when generating and evaluating report information o o o Any report displaying calculated amounts does not include any RFI amounts. As 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 potential savings opportunities. Sourcing Buyer Intelligence Reports 4. the report shows the total amount generated by each sourcing transaction. as well as the total amount awarded to this supplier. Identify negotiation 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 4. Savings is calculated by taking the difference between Current Price and Award Price and multiplying it by the Award Quantity. savings is zero. See "How do I export report data to a spreadsheet?" 4.Oracle Sourcing Help 4.2. If Current Price is not available.type (bid or quote).1.1.1 Awards by Supplier report What are the Awards by Supplier report? The Awards by Supplier report displays a summary of all awards made by the buyer to supplier(s).1 Introduction to Sourcing Intelligence What is Sourcing Intelligence? Sourcing Intelligence provides all the analytic and transactional reporting for your Sourcing application. Sourcing Intelligence promotes the increased efficiency by enabling visibility and analysis of system transactions. Amounts do not include lines where award quantity and award amount are unspecified. You can view the reports online. You can use Sourcing Intelligence to: Track trends of purchases over time. To run the Awards by Supplier report. View summary reports that allow additional details.

Amounts do not include lines where award quantity and award amount are unspecified. Any report displaying calculated amounts do not include any RFI amounts. the report reflects only the system-hosted catalog item categories. see. with the category with the highest productive award appearing first.2.1 "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. select Standard Purchase Order. Blanket Purchase Agreement. savings is zero.1. Page 144/209 . see "How do I run the reports?" Note: For the Auction Outcome report parameter. Section 4. The report is sorted by category. You can view the supporting awarded bid by clicking the Auction number or Bid number. Amounts do not include lines where award quantity and award amount are unspedified. or All Outcomes. To run the Savings by Category report.2. Savings is calculated by taking the difference between Current Price and Award Price and multiplying the difference by the Award Quantity.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. you can generate a Savings by Item (Section 7.2. Any report displaying calculated amounts does not include any RFI amounts.Oracle Sourcing Help 4. Once you have generated a Savings by Category report. To run the Awarded Bids Detail report.1. If Current Price is not available. Note the following when generating and evaluating report information: When entering a category search parameter. 4.1.1) report for the items listed.1.3.3 Awarded Bids Detail report What is the Awarded Bids Detail report? The Awarded Bids Detail report displays detailed information about auctions for which business has been awarded. the report reflects only the system-hosted catalog item categories.

Any report displaying calculated amounts do not include any RFI amounts. Copyright 2000 Three D Graphics. Inc . You are prompted to save the file.. Amounts do not include lines where award quantity and award amount are unspecified. You can view individual quote details by clicking the quote number.1.) Save the file to the drive/location of your Page 145/209 . select Standard Purchase Order. the report reflects only the system-hosted catalog item categories. If Current Price is not available.2. (If you see an Unknown File Type window. click Save File. 3.3 How do I export data to a spreadsheet? You can conveniently view report data online. 4. you may want to export the data to a spreadsheet application where you can analyze and format the numbers at your discretion. Inc.Oracle Sourcing Help Savings is calculated by taking the difference between Current Price and Award Price and multiplying the difference by the Award Quantity. click Export to Spreadsheet at the bottom of the report page. Savings is calculated by taking the difference between Current Price and Award Price and multiplying the difference by the Award Quantity. savings is zero. To run the Awarded Quotes report. see "How do I run the reports?" Note: For the Auction Outcome report parameter. or All Outcomes. After you have generated your report.. If Current Price is not available.1. Note the following when generating and evaluating report information: o o o o When entering a category search parameter. Generate the intelligence report of your choice. savings is zero. but at times.4 Awarded Quotes report What is the Awarded Quotes report? The Awarded Quotes report displays information about the selected RFQs that have been awarded in the system. Perspective for Java licensed from Three D Graphics. 4. There are two main steps in this process: To export report data to a spreadsheet: 1. See "What are the Sourcing Intelligence reports I can generate?" 2. Blanket Purchase Agreement.

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

Once the report displays. as well as the total amount awarded to this supplier. click Show Chart (if available) for a graphical representation of the report. including the selected currency and the currency code. see "How do I run the reports?" Page 147/209 . Click the link for the report you want to run. transactions for all currencies.1.2 Intelligence Reports 4. if desired. Suppliers (if available) Select the suppliers of interest using the search icon next to the field. In the spreadsheet.) An asterisk (*) indicates a required field: o *From and Through Date Enter a date range for extracting and summarizing transactions. 3. You can sort the report by clicking on the any of the underlined column headings. 4. Currency Select the currency of interest.Oracle Sourcing Help To view transactions in all currencies: When you view transactions for a selected currency in a report. and click Go. the report defaults to your functional currency. the report shows the total amount generated by each sourcing transaction type (bid or quote).2. If left blank. if you want to view all transactions completed in all currencies. are displayed. Click Export to Spreadsheet to download the report. (Not all reports have all of the following search criteria. To run the Awards by Supplier report. The Sourcing Reports page displays information on the reports in the system. 2. you can export the report data to a spreadsheet.1 What is the Awards by Supplier report? The Awards by Supplier report displays a summary of all awards made by the buyer to supplier(s). 5.1 How do I run reports? 1. Enter any search criteria into the appropriate fields. It also gives a breakdown by negotiation type of the total amount of money transacted.3. only transactions for that selected currency are displayed. However. o o Category (if available) Select the category of interest using the search icon next to the field. o 4. For each supplier. See "How do I export report data to a spreadsheet?" 4. click the Reports tab. On the Negotiations Home page.

Savings is calculated by taking the difference between Current Price and Award Price and multiplying the difference by the Award Quantity. or All Outcomes. To run the Savings by Category report. You can view the supporting awarded bid by clicking the Auction number or Bid number. If Current Price is not available.2. you can generate a Savings by Item report for the items listed. 4. Blanket Purchase Agreement. 4.3 What is the Awarded Bids Detail report? The Awarded Bids Detail report displays detailed information about auctions for which business has been awarded. If Current Price is not available. with the category with the highest productive award appearing first. Amounts do not include lines where award quantity and award amount are unspecified. Any report displaying calculated amounts do not include any RFI amounts. Once you have generated a Savings by Category report. the report reflects only the system-hosted catalog item categories. see "How do I run the reports?" Note: For the Auction Outcome report parameter. savings is zero. select Standard Purchase Order.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. Savings is calculated by taking the difference between Current Price and Award Price and multiplying it by the Award Quantity. To run the Awarded Bids Detail report. The report is sorted by category. Note the following when generating and evaluating report information: When entering a category search parameter. 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. Amounts do not include lines where award quantity and award amount are unspecified. the report reflects only the system-hosted catalog item categories. Page 148/209 .2. savings is zero.2 What is the Savings by Category report? The Savings by Category report displays your total savings broken down by item category. Any report displaying calculated amounts do not include any RFI amounts.

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

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

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

2.3 How do I respond to a negotiation? Suppliers can respond to public negotiations and private negotiations to which they have been invited.1.4. Alternatively. Attachments can be viewed by clicking the paperclip icon. (See Section 5.Oracle Sourcing Help Creating and managing sourcing events Updating profile information Viewing award decisions Updating profile information 5. 3. If the item has attributes. shipping and billing information. To respond to a negotiation you must: 1. Click the negotiation number to access the Negotiation Summary page. detailed item information. The Negotiation Summary page displays all the current information for this negotiation. Page 152/209 . This includes such information as the time the negotiation. Under Open Invitations. price elements. use the Search Negotiations fields to access the Active Negotiations page. Monitor the action in the negotiation in which you are participating.1.6 “How do I submit a response online”).2. or price breaks associated with it. (See section 5. you can view information on the item attributes by clicking the "View" link under the Details column.4 How do I view the details of a negotiation before placing a response? 1. You can easily navigate to a particular section of the page (such as the item information section) by clicking the small down arrowhead icons or the links at the top right of the page.1 “How do I monitor negotiations to which I've responded”). or quote). click the negotiation number to access the Negotiation Summary page for the negotiation in which you are interested. pricing. 5. 2. The Notes and Attachments section displays any text messages from the buyer and any attached files.1 “How do I access negotiations”). the response controls.1. Submit your response (bid. Find a negotiation in which to participate (See Section 2.

the RFI can be converted to an RFQ or buyer's auction. RFIs to which you've been invited will appear under Open Invitations. On the Terms and Conditions page. and the buyer can initiate a regular price/cost negotiation with the targeted suppliers. search for any open RFIs or RFIs to which you've been specifically invited. 2.1. The purpose of RFQs and buyer's auctions is to negotiate line price and costs prior to generating a purchasing document. Buyers use responses to an RFI to qualify suppliers early in the procurement process. From the Negotiations Home page. Since the purpose of an RFI is to obtain product and service related information for a negotiation line. RFIs typically run to several rounds as buyers continually refine the groups of suppliers who can most closely supply the products and services the buyer is looking for. These line attributes identify the questions the buyer has about a particular line. 4. 5. 5. If the negotiation is closed. RFIs may or may not be concerned with line price or costs. To respond to an RFI: 1.5 How do I respond to a Request for Information (RFI)? A Request for Information (RFI) sourcing document is different from other sourcing documents such as RFQ or buyer's auction. either accept or reject the negotiations conditions. most negotiation lines in an RFI have attributes defined. If the buyer chose to include the Price and Quantity fields. Otherwise. no one can see the responses until the negotiation is over and unsealed. select the RFI to which you wish to respond and click Respond. you can only see the response history if you are the buyer. If the negotiation is sealed.Oracle Sourcing Help If the negotiation is open. you are required to provide values for these fields. From the Results: Active Negotiations. The purpose of an RFI is to gather information on goods and services a supplier company provides. Line attributes appear under the Lines section of the Page 153/209 . You can find open RFIs by entering search values in the Search Open Negotiations fields and clicking Go. 3. the Price and Quantity fields are display only and you cannot enter anything in them. you can review any current responses by clicking the number link under the Responses/Quotes/Bids column. enter response values as you normally would when bidding or quoting online. Once the appropriate group of suppliers has been identified. On the Create Response page.

On the Create Quote/Create Bid page. click Continue 7.6 How do I submit a response online? Navigate to the negotiation summary page for the negotiation to which you wish to respond by clicking its negotiation number link under the Open Invitations section of the Negotiations Home page. Note: Before you select a currency. 3. enter the following information. 8. You can see details of the negotiation on the negotiation summary page. When entering responses. you can select the currency in which you will place your quote/bid. After you select a currency. you are asked to read and accept the negotiation terms and conditions. 2. 5. If you want to view any responses that have already been submitted. You can only see the existing responses when the negotiation is open or unsealed. On the negotiation summary page. If so. If the buyer has chosen to display an attribute target. this value appears in the Target Value column. If the buyer has defined Terms and Conditions. To submit response online: 1. find your negotiation and click the negotiation number link there. Alternatively.Oracle Sourcing Help Create Response page. If correct. 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. click Submit. click View Quote History/View Bid History. The Attribute Type column shows you whether a response is required or optional. be aware of the following size limits: o o o Attribute: 240 characters Target: 4000 characters Response: 4000 characters 6. you will see all prices listed in your chosen currency. After reading the terms and conditions. On the Active Negotiations page. o Quote Currency (Bid Currency) The buyer might allow quotes/bids in currencies other than the RFQ/auction currency (the currency used to create the RFQ or auction). including ones to which you were not explicitly invited to. Page 154/209 . select Create Quote/Create Bid from the Actions menu to create a response to the negotiation.1. verify your response values. click Accept. you can enter search values into the Search Negotiations fields and click Go to list all negotiations in the system. When you have responded to all required and optional line attributes.

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

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

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

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

your responses to an item's attributes are scored and weighted to allow the buyer to make more informed decisions.1. you can set your responses apart from your competitors' responses and enable buyers to make better-informed award decisions. 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. 2. They define 1) unique specifications that are set for a negotiation item. 4. In Multi-Attribute Weighted Scoring negotiations. In an auction that includes more than one item. By providing item details and specifications in item attribute fields. then click Go. 5. 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. Item attributes also allow you to provide more information and details when entering responses. and 2) the details that a negotiation participant should provide when entering a response for that item. Win for any item on which you have the current best bid price. On the AutoRefresh page. you can proxy bid on some items and bid manually on others. 5. Such costs can include discrete charges such as import duties or activities such consulting or training costs. Using price elements allows you to target additional costs related to a particular negotiation item. Click Create Bid to deactivate AutoRefresh and place a bid on the auction. and Lose for any item on which you have been outbid. you allow the system to automatically rebid on your behalf whenever a competing bid price beats your bid price. To activate AutoRefresh: 1. click AutoRefresh On.1. 3. If you want to display only those auction items that are included in a specific category. Locate an open auction in which you'd like to bid. The AutoRefresh page updates the current best bid price and your bid status for each item in the auction.Oracle Sourcing Help Item attributes provide extra information about a negotiation item. Page 159/209 . 5. select the category from the View menu.10 What is proxy bidding and how does it work? By activating proxy bidding. you can adjust the AutoRefresh interval setting to change the length of time between page refreshes. On the Create Bid page. Select the auction and click Respond. You cannot proxy bid on any items that have price elements.

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

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

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

Once you have displayed the new negotiation. click Submit. After you have located the negotiation in which you wish to participate. Quote/Bid controls. Browse to the location where you saved your spreadsheet file. If the negotiation is an RFQ. Click the response link to access the Details page. If the item is unchanged from the previous round. use your Back button. enter your new bid information and click Continue. 2. If the buyer has updated an item for the new round. the initial round might have been simply for information gathering purposes. On the Review Quote/Bid page. you can easily identify the updated information by clicking View New Round Summary. 3. The Multi-Round Modifications Summary page shows you negotiation information that has been updated since the previous round. notifications are sent to the original and any newly added participants. Once the buyer has published the updated RFQ/Auction. 9. If you need to make changes. Verify the details of your quote or bid. click Create Quote/Bid. There are several reasons why this might happen. you can continue placing your re Page 163/209 . check your response information. Access the negotiation on which you wish to rebid. The Bid Confirmation/Quote Confirmation page displays your bid number. If correct. On the negotiation Details page.Oracle Sourcing Help 7.14 How do I rebid on an RFQ or auction? 1. or the invitation lists. you will need to respond to that item again. Click Import. Click Submit. After you have analyzed the updated negotiation information. your prior response is carried over to the new round. 8. or the buyer may decide to change negotiation criteria such as terms and conditions.1. you can respond with your new Quote/Bid. The system will validate the response information you entered in your spreadsheet. On the Rebid/Requote page.1. 5. You respond to a second-round negotiation the same way as to the initial negotiation. 4. 5.15 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.

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

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

Oracle Sourcing Help

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

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

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

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

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

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

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

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

5.2.3

How do I track the status of my responses?

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

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

5.2.4

What information is contained on the Disqualified Responses page?

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

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5.2.5

What information is contained on the Awarded Items page?

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

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

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

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

Buyers need the capability to download and print a negotiation for offline review. select Print Document from the Actions menu 3. click the Response number link. When the prompt box appears. 5. If Oracle Procurement Contracts is implemented and the sourcing document has contract terms attached to it. Page 173/209 . click Full List. 4.Oracle Sourcing Help To cancel proxy bidding. or save it to a location on your machine and review the document there. Responders should be able to complete negotiation documents and return the results by FAX. the clauses and deliverables are printed as well. open and inspect the print directly. click Cancel Proxy at the bottom of the page. mail or email. The Cancel Proxy Bidding page shows all line items for which you have proxy bidding enabled. click Create Bid. 1. To print a negotiation (for buyers): 1. On the Rebid page. Click Create Bid to create a new bid. On the Negotiations Homepage. 2. The printed version also does not include any price elements defined to the negotiation. Access the negotiation by clicking its negotiation link. These negotiations are listed under the Your Negotiations at a Glance section. To view the details of your current bid. To continue placing a new bid. you can monitor its progress by locating the negotiation number under Your Active and Draft Responses section of the Negotiations Home page. When the Rebid page appears. current prices.2. continue entering your new bid information (including new proxy specifications if desired). 2. The printed version of the negotiation is appropriate for public display since it excludes all internal data such as internal attributes. 3.9 How do I print information on my negotiation? Much business communication today is carried and managed offline. search for the negotiation you wish to print. or names of invited suppliers. Once you have placed a bid using proxy bidding. Government organizations in particular present solicitation packages according to a unified format. and click Cancel All Proxies. If you cannot see all your negotiations. On the negotiation summary page. Select the items for which you wish to disable proxy bidding. 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).

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

Click "View Amendment History" to see the changes made to the original negotiation. 5. You use the Create Response page to enter your response to the buyer's negotiation. If Oracle Procurement Contracts is implemented by the buying organization. 5. Once you have acknowledged all the amendments. 8. This includes responses to any contract terms the buyer has defined. Review the information. or click the Review Changes icon to see what information changed between a version and its prior version. Click the negotiation number link to view the original negotiation and its updates. you are presented the first amendment. Contract terms are displayed in the Contract Terms section of the page. Click Acknowledge Amendment. Click the suffixed number links to see the different versions of the sourcing document. To be considered for an award decision. You are presented any additional amendments. Click Acknowledge. Page 175/209 . and then click the checkbox acknowledging you have reviewed the amendment.2. If you placed a response before the amendment was made.Oracle Sourcing Help To respond to a negotiation that was amended after your first response: 1. The currently active version has the highest number and is the first entry in the table. The amended versions are suffixed with an incrementing counter. 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. 6.11 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. which you must review and acknowledge. 2. 9. you must acknowledge that you have viewed the amendment and placed a new response 7. you can place a new response on the negotiation. The Amendment History page has entries for the original negotiation and any subsequently amended versions. You can toggle between the current version and its prior version using the buttons. Deliverables are part of the contract terms the buyer may have defined and are typically additional pieces of documentation that must be provided by the supplier. On the Acknowledge Amendment page. 4. The negotiation summary page shows the original version of the negotiation. there may be deliverables to which you must respond. 3. The Review Changes page identifies the information that has changed.

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:
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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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task bar option. and (for bulk load jobs only) the job number. or other feature.4 Why can't I access some pages.2 Glossary A Agreement Terms (Blanket Purchase Agreement only) Agreement terms are optional. links. Total Agreement Amount Page 180/209 . Your system administrator controls function security by creating a Responsibility consisting of different functions. If you still cannot determine the cause of an error or failure. Your Sourcing responsibility assignments determine which features you can use. or if you cannot view or access a specific page. may time out before the system receives the file.1. or if your upload does not complete. Note: Depending on how the system is set up. you should contact your system administrator to request additional function assignments. buttons. some browsers will not upload files or browse directories whose names contain language-specific marks such as accents or umlauts. 6.1.5 Whom should I contact about technical difficulties? If you experience technical difficulties with this system you should contact your system administrator.6 What if I have problems uploading files? Check the online Help about errors or failures. 6. note the error text if any. button. and apply only when you have selected "blanket purchase agreement" as the auction outcome. try placing the file in a WinZip file to reduce the file size or using a faster connection to the system.Oracle Sourcing Help 6. or multibyte languages (such as Chinese). Then contact your system administrator. the steps you performed that led to the problem. link. 6. or task bar options? All system features are controlled by function security and your userid. If you are using a slow dial-up connection. the connection. particularly for large files.1. If you receive a Task Access Restriction message. Users who are associated with this responsibility can access and perform specific features. If the feature in which you are uploading allows. Agreement Start Date/Agreement End Date The period during which the blanket purchase agreement is effective. Function security means that features can be used only by users who are allowed access to the features.

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

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

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

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

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

bid decrement = $100 Bidder A's original bid = $1. For example: Auction #1234. bid decrement = 20% Bidder B's original bid = $1.000 Bidder A's second bid = $900 Bidder A's third bid = $800 Auction #2234. 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. 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). M Minimum Bid Decrement The minimum amount by which bids must decrease This is set in the auction's bid controls.000 Bidder B's second bid = $800 Bidder B's third bid = $600 Minimum Release Amount Page 186/209 . the decrement percentage will be calculated based on a bidder's original bid price. Note: A bid decrement amount will always be applied to a bidder's current bid price. If you specify your bid decrement amount as a percentage.

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

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

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

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

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

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

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

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

however. For additional information. Standards will continue to evolve over time. services. To that end. Oracle neither evaluates nor makes any representations regarding the accessibility of these Web sites.oracle. may not always correctly read the code examples in this document. and contains markup to facilitate access by the disabled community. to the disabled community.2 Accessibility of Links to External Web Sites in Documentation This documentation may contain links to Web sites of other companies or organizations that Oracle does not own or control. and must be fully installed to take advantage of their features.Oracle Sourcing Help 6. This documentation is available in HTML format. 6. The conventions for writing code require that closing braces should appear on an otherwise empty line.3. These other Oracle Applications may require separate licenses. a Windows screen reader.1 Accessibility of Code Examples in Documentation JAWS.3 Documentation Accessibility Our goal is to make Oracle products.4 Product Integration and Licensing This documentation includes information about many features of Oracle Applications other than this product. our documentation includes features that make information available to users of assistive technology.com/accessibility/. JAWS may not always read a line of text that consists solely of a bracket or brace. 6.3. 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. and supporting documentation accessible. 6. visit the Oracle Accessibility Program Web site at: http://www. Page 195/209 . with good usability.

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

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

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

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

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

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

3. Freight Terms The freight terms for your supplier. Additionally. Page 202/209 . you see only the price. all quotes/bids are displayed as dots. The draft document is available from the Negotiations Home page. The possible values and the default are defined in Oracle Purchasing. Select the item whose performance you wish to see. Note to Bidders Add Attachment When you have finished entering your business terms and conditions. if the bid does not belong to you. click the "Add Items" link to proceed to the next step. you can use the monitor to graph the progress of the negotiation items and the responses they've received over time. This means that respondents can only use the Graphical Monitor to view bids in an open auction although the buyer can view open or blind auctions. as well as blind RFQs.Oracle Sourcing Help The FOB terms for your supplier. A new window opens showing the current responses on the item you selected. your bid is enclosed in a rectangle. Any time you are on a page on which the graphical monitor icon appears and is enabled. you will see your name and price. The possible values and the default are defined in Oracle Purchasing. 2. you see both for all bids. To use the Graphical Monitor: 1. or you can save the negotiation as a draft by clicking Save Draft. Click on the monitor icon. The current winning Quote/Bid is enclosed in a circle. Holding the cursor over a bid displays its current price. Click View Monitor.5 How do I use the Graphical Monitor to view responses to items in my negotiation? You can use the Graphical Monitor to easily view all the responses given to any item on a negotiation you have created or to which you have responded as long as the negotiation is still open and is not a blind or sealed negotiation. If the bid belongs to you. if you are a respondent. If you are the buyer. 7. 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.

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

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

the contract template can contain both approved and draft clauses. 7. Non-Standard Clauses Non-standard clauses exist only in business documents. In order to make standard clauses available to be used in business documents. A non-standard clause is a clause that you create to add in directly into the business document. not in contract templates. You can either approve clauses before adding them to the contract template. or a standard clause that you edit and make non-standard. at which point the clause becomes a non-standard clause.9. Unless protected. or you can leave the clauses in draft form. Page 205/209 . After you apply the contract template to a business document.9. You can create templates that include both clauses and deliverables.2 “About the Contract Terms Library”). Prior to approval. 3.9 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.1 About Clauses A standard clause is the legal or business language used to author a contract. Apply the contract template to a business document. all the clauses in the contract template automatically become standard clauses in the business document. 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. Approve the contract template. Standard Clauses A standard clause is a clause defined in the Library (See Appendix 7.Oracle Sourcing Help 7. you must perform the following steps: 1. Add the clauses to a contract template. the text of a standard clause in the business document can be changed. These templates can then be used to default clauses and deliverables on a contract. 2. Clauses are drafted based on both business and statutory requirements. You can create and modify standard clauses in the Library.

These rules can be applied on a business document to bring in additional clauses based on the information in the business document.1 About the Contract Terms Library The Contract Terms Library is the central library of all pre-approved clauses. the Library supports the creation and maintenance of a library of folders.Oracle Sourcing Help 7.1.2 About Variables Oracle Contracts supports the use of business variables (tokens) in clause text.9. Another key feature of the Library is the ability to establish global standards and enforce these standards enterprise-wise. During authoring. System variables are also available to be used in defining Contract Expert rules. Note: The Contract Terms Library is generally referred to as the Library. Templates provide a framework for rapid assembly and creation of contracts. In addition to standard clauses and contract templates. You can embed system variables in the clause text. customer name. Page 206/209 . Oracle Contracts supports the following types of variables: o o o o System-defined variables Table variables Deliverable variables User-defined variables Note: Only system variables are available for use in Contract Expert. These capabilities provide the foundation for contract process standardization and control across the enterprise. and Contract Expert rules that can be used to create contracts across the enterprise. and variables. which will be automatically substituted with values when the clause is used in a contract. contract templates. 7. these tokens will be substituted with values from the business document. Organizations can manage clauses and templates centrally in a global organization. Local organizations can then use or duplicate these clauses and templates and customize them to meet their own specific local requirements. and supplier name. This section also includes the following topics: o o Variable Identification Value Sets for Variables System-Defined Variables These represent contract document attributes such as payment terms. The Library gives the legal department and business organizations a powerful tool to create reusable clauses. Clauses can be grouped into sections and stored as reusable contract templates to codify best practices. You can use the Contract Expert feature of Oracle Contracts to create rules that represent the business policies of the organization.9. sections.

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

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

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

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