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

.. 96 2.... and how do I use them in my negotiation?..... 88 2..........................................5 2...........................4.............4..3.................................. 114 2..............3.......................................... 116 2.................. 98 2............................. 91 2........................ 102 2.3..................... 106 2...........2 Using Oracle Services Procurement and Oracle Procurement Contracts.................................13 What is shortlisting and how do I use it? ............4 Additional Creation Topics ..............................7 How do I analyze the responses I have received?.....................................1......................3 How do I respond on behalf of suppliers without Internet access?.4...4... 112 2...........................................................14 How do I initiate a new round of responding?........ 104 2.. 107 2............................................................... 98 2..3....................8 What are price breaks....4............3 How do I define services related lines?.4....6 ... 107 2........................................1..........8 How do I view the backing information for lines AutoCreated from Oracle Purchasing?.Oracle Sourcing Help How do I use price elements? ...1...............6 How do I copy a sourcing document?................................... 109 2.......2........... 95 2....................2 What is a sourcing event? ..... 110 2.......6 How do I download the responses I have received? ....1....................1.. and how are they used? ..........................2.....................................3... 92 2..4 What are contract terms and conditions................................4..............7 What are contract terms and conditions................. 108 2................................................... 115 2.....9 What are amount based line types.......... and how do I use them?.....3...3......1..................... and how do I use them in my negotiation?.............................1..............3.... 103 2.10 Can I invite additional suppliers to a negotiation I've already created? ........................................................11 Who can participate as team members? ....4 Can I create and save sourcing documents without submitting them? ................ 84 2..... 106 2.......................1..................................................... 96 2...................................2 How do I monitor the negotiations I have created? ..........................3... 103 2.......................4................1 How do I access negotiations? ................... 84 What are Reusable Price Element Lists..............5 How do I create a deliverable and use it in a negotiation document?.....4..........................3......1........1...13 What are global agreements........1..........3................1 What are some negotiations strategies I can use? ....3.................................... 97 2................3........ 93 2.. and how do I use them?.......4............1.........1. 99 2.... 105 2................9 How do buyers and suppliers communicate while a negotiation is in progress? ....................10 How do collaboration teams work? ..........................................1.1............... and how do I use them?........4...................2..............1 How do I create a deliverable and use it in a negotiation document?..................................... 88 2........................................2....................................................4..........3.............................3 Are there any shortcuts available when creating a sourcing document? ..........................12 How do I change my auction's AutoExtend settings while the auction is in progress?..... 100 2...................5 How do I use the Graphic Monitor to compare competing quotes or bids for a particular negotiation line?...................................... 114 2......................3.2 What kind of services can I negotiate for?.........7 What are price breaks........... and how do I create and use them? ... 105 2......... 86 2................4 What are Your Negotiations at a Glance?............. 117 Page 5/209 2...1.....12 How do security levels work? . 102 2.3.....................4....................... 100 2......1......11 How do I extend a negotiation that is in progress? ......3...............................3 Monitoring Negotiations............

... 120 2..2......................................................5.... 140 2.............................Oracle Sourcing Help How do I close a negotiation before its scheduled close date and time?....... 138 2............. RFQ...................................1..2 Searching for all negotiations to which you have access:..........................................4 Awarding Negotiations ....... 120 2............ 128 2.............................3. Sourcing Buyer Intelligence Reports.. 145 4...2 Savings by Category report.......... 141 3.................4........... 124 2.....4....................................2..............1 Searching for your negotiations in which you are participating: .... 143 4... 142 4. 133 2......5.......................... 145 What is the Awarded Quotes report? ..................................2...5..............1...........17 How do I create an amendment to a negotiation? .4..............1 How do I update my Sourcing personal options? .................1 What is Sourcing Intelligence? ...................1 Awards by Supplier report . 145 4....... 147 4.............1 How do I search for information on Oracle Sourcing? ............1..................... My Profile ........16 How do I cancel a negotiation?...............................................3 Searching for draft negotiations ......2.................5 Searching for lines and categories.....................7 Searching for lists......... 127 2........................ 129 2.....................9 How do I disqualify responses I receive for an RFI..... 136 2.5.............18 How do I print information on my negotiation? ..............5...1 What is the Awards by Supplier report? .......6 Searching for addresses:............................5 Searching.................................................2 How do I unlock and unseal a sealed RFQ or auction? ............... 139 2...........................5 How do I download the responses I have received? ................................................................... 133 2..3.............. 137 2...............................................................1............3 What are the different methods I can use when performing awards? ... 142 3...1 How do I run reports? ...... 137 2................15 ...... 137 2............................... 123 2................... 121 2....................................... 124 2........................3....1..............8 How do I allocate backing requisitions among awarded items? ........ 131 2.........................................................3 How do I export data to a spreadsheet? .........................................2 What is the Savings by Category report?.20 How do I manage deliverables I have assigned to a negotiation?....... 144 4.....................................7 How do I use a spreadsheet to award negotiation items?...................4 Searching for suppliers:.....4.........1.........................................13 What is contract binding?................ 148 Page 6/209 2.2............. 143 4.19 How do I view the approval history for my negotiation? ...1.........................................2...... 143 4................................................................ 135 2.......5................................................................5....5.... 120 2... 122 2.....................................1..........1............4........6 How do I manually score header attributes? ....................................... 130 2..................... or auction? .........1.4....4.....................................................................................1 How do I view the responses I have received? ...........4..4... 143 4..1...............12 How do I generate a purchase order document? ......................................3............................4........................................10 What information is contained on the Award Summary page? .................. 124 2........... 139 2..................1.4.................... 147 4...........3.......1.....................2 What are the Sourcing Intelligence reports I can generate?....... 124 2...............4 How do I award business in an RFQ or auction?.... 143 4............3........................ 138 2.....................11 Can I see information on my negotiations once I have completed awarding them? ...................4 Awarded Quotes report ............................................. 141 2........................................4.........................3 Awarded Bids Detail report ........ 147 4...1 Introduction to Sourcing Intelligence............4...............1............. 144 4..............1...........2 Intelligence Reports ................. 144 What is the Awarded Bids Detail report? ................3.....

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

............4 What is the Awarded Quotes report? ........................ 204 7..............................2.......................... buttons..........1 Accessibility of Code Examples in Documentation .............................................. 198 7...................................................................................... 200 7... 203 7.........................9................. 196 7.................................................................................... 205 Non-Standard Clauses............................4 Why can't I access some pages..... or task bar options? ................................. 195 6............... 208 Page 8/209 ....................1..................................................1 What are the Sourcing Intelligence reports I can generate?...........................................3 What is the Awarded Bids Detail report? .............................................................. 205 7............................... 195 6... 195 7.......................9...... 197 7......Oracle Sourcing Help 6............. 199 7......... 205 7....................................................................................2 Reusable Attribute Lists .......... 180 6....... 206 System-Defined Variables .....................2 Glossary................................... 202 7..............9................................... 198 7.................................1..................................3.3 About Deliverables...................... 199 7.......................... 198 7.......................................................2 Accessibility of Links to External Web Sites in Documentation.................................9................................ 207 Value Sets for Variables..........4 Product Integration and Licensing.........3......... 180 6............................................................1 About the Contract Terms Library............1..... 203 7........................1 What are the Awards by Supplier report? .............. 206 7.......1.2 What is the Savings by Item report? ...............1.................... links.......6 Why are some RFQs and auctions associated with a sourcing event? ...........5 Whom should I contact about technical difficulties?...... 207 Variable Identification .... 195 6..................................................................................4 How do I enter business terms and conditions for my RFxs and auctions? . 197 7.................. 205 Standard Clauses ...................... 196 7.......................................................................1 About Clauses .................................................................................3 Documentation Accessibility ..1 What are header attributes and how do I use them?.................................................................. 180 6.....................................................9 About Contract Templates ..............5 How do I use the Graphical Monitor to view responses to items in my negotiation?............................... 196 7.................6 What if I have problems uploading files? .............................................2 About Variables ...................3 What are score settings and how do I use them with header attributes? .................................... 207 User-Defined Variables............................................7 What are reusable price elements and how do I create them? .......................................... Appendix ......................... 206 Table Variables .1............... 208 7....................1..............................3............................ 207 Deliverable Variables.................... 180 6........1......1 How do I create an attribute list? ....................................8 Can suppliers communicate with each other while a negotiation is in process? .........

check the Negotiations at a Glance section. and Buyer's Auction. 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 New to Sourcing? 1. To create templates and reusable lists to simplify negotiation creation. Getting Started 1. You can monitor your negotiations in real time and communicate with participants using online discussions. This system also provides graphical summary and detail reports (See Appendix 7. click "Edit" under the Drafts Quick Links section. and password.1 “Creating Negotiations”). If your system is integrated with Oracle Purchasing. see Getting Started for Buyers. date format. Page 9/209 . see Getting Started for the Sourcing Super User. click the appropriate create link from the Quick Links section of the Negotiations Home page. Getting Started for Buyers As a Sourcing Buyer you have access to a wide range functionality with Oracle Sourcing. You can create a request for information (RFIs). If you are responsible for administering the Sourcing system. click the Preferences link at the top of the page. click the appropriate link(s) in the Quick Links section of the Negotiations Home page. request for quotations (RFQs). To monitor the negotiations in which you are participating. see Getting Started for Suppliers. To manage draft negotiations on which you and others may be working. Click the Intelligence tab on the Sourcing Home page. Use the Search Negotiations fields at the top of the page to search for a particular negotiation To edit your personal information (See Section 3. You can enter many different personal options such as your language.1 “How do I update my Sourcing personal options”).Oracle Sourcing Help 1. among others.1. buyer's auction (See Section 2.1 “What are the Sourcing Intelligence reports I can generate”) for many transaction types.1 What can I do with Oracle Sourcing? If you are a Sourcing Buyer. If you are a Sourcing Supplier. RFQ. To create an RFI.

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

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

1.2. who might never meet face-to-face.1.16 “Why would a negotiation have special terms and conditions?”) RFIs Oracle Sourcing allows buyers to qualify a wide group of suppliers and their products and services using RFIs.6 “How do I copy a sourcing document”) Multiple Currency support (See Section 2.4 “How do I create and edit a reusable invitation list”) Sourcing Template (See Section 2. The four different types of sourcing documents available .2. but on lead times.2 Getting Started with Oracle Sourcing 1.1 “How do I create an attribute list?”) Reusable Invitation Lists (See Section 2.2. and buyer's auctions.1. and then use that information to create negotiations that drive prices based not only on price. Prices are established based on actual supply and demand at the time the negotiation is transacted.Oracle Sourcing Help 1.7 “Can I accept responses in multiple currencies”) Multiple Language support Notes and Attachments (See Chapter 6. quantity.2 “Glossary”) Terms and Conditions enforcement (See Section 5.1. Buyers use real-time interaction to obtain information on suppliers' products and services. Buyers and sellers.4. “How do I create and edit negotiation templates?”) and Copy features (See Section 2.1. Common Functionality All sourcing document types have the following common functionality to simplify the negotiation creation process: Reusable Attribute Lists (See Appendix 7.1.1. and item-specific attributes. can bypass intermediaries and establish relationships that might not have been possible using more traditional methods of buying and selling.1 Frequently Asked Questions: Oracle Sourcing 1.2.2.1 What is Oracle Sourcing? Oracle Sourcing offers flexible negotiation capabilities to buyers and sellers. Buyers can use the information obtained to subsequently conduct an RFQ or buyer's auction. Page 12/209 .3. enabling them to efficiently obtain the best possible prices for goods and services.requests for quotations (RFQs). requests for information (RFIs).

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

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 .

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

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

7) 2.8) Extend/Early Close (See AutoExtend (See Section Section 2. have previously created.1.1.1.1.8) Section 5. Page 17/209 .1. Multiple Quotes The RFQ business process allows suppliers to submit a single quote per round.4.1.4.15) Buyers can manually extend an RFI or close an RFI earlier than the scheduled close date.3.15) scheduled close Minimum Bid date.1. or any other users in your organization. Manual Extend/Early Close (See Sections 2.4.8) 5. Decrement/Increment (See Section 2.7) 1.8) Price Elements (See Manual Section 5.2) Information obtained during the RFI can be used to create a new negotiation document.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.11) an RFQ or close an RFQ earlier Early Close (See Section than the 2. Bids buyer.3.1. Multiple If allowed by bidders may multiple bids. Convert to negotiation document (See Section 2.4.11) Price Breaks (See Section Price Breaks (See Section 2.8) RFIs use item attributes to solicit item information from suppliers.11) Buyers can Manual Extend (See manually extend Section 2.10) Bidding (See Power Bidding (See Section 5. The details of the document such as the controls. terms and conditions.Oracle Sourcing Help Attribute Based Bidding (See Section 5.1.1.11/2. submit Other Proxy Bidding (See Attribute Based Section 5.10) Price Elements Attribute Based Bidding (See Section (See Section 5.1.11) 2.4. and invitation list are copied into a new document which you can edit if necessary. item information.1.2.1.4.1.

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

1." Alternatively. From this page you can access and edit any of your draft negotiations.2.1. Item attributes and their responses comprise the heart of the RFI process. 1. When creating an RFI.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. these lists are shared across all document types and can be accessed by the buyer as required.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. Depending on the setting chosen during the negotiation creation. optional.1.Oracle Sourcing Help 1.1. these attributes can be either required. in essence "answering" the buyer's question. From this page. you can click "Continue editing your draft. that allow bidders/suppliers not only to respond to the price. Suppliers reply to the item attribute.2. 1. How do I continue working on it? You can continue working on a document saved as a draft by After clicking Save Draft. quantity. you see the Confirmation page.1. ensuring that only one user can work on a draft at any time.2.7 I just saved a negotiation as a draft document. These attributes represent important aspects of the item for which the buyers need information from their suppliers. 1.2. called item attributes. you can click "Manage Draft Negotiations" to access the Manage Draft Negotiations page. 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. 1. 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. or display only. You are granted exclusive control until you release it. buyers define attributes for negotiation items. but also to other features salient to each item.5 Are reusable invitation lists and reusable attribute lists shared across all three negotiation types? Yes.6 What is attribute based negotiation and how can I use it? Attribute based negotiations enable buyers to define multiple item-specific characteristics. and delivery. The document is released when Page 19/209 .2.

Oracle Sourcing Help You save it. The information from the previous round is enough to save a draft. you can delete the draft for the new round from the Manage Draft Negotiations page. You delete it from the Manage Draft Negotiations page. The draft creator selects the draft and clicks Unlock on the Manage Draft Negotiations page. can unlock draft auctions/RFQ which were locked by other users.) Another user removes the lock. 1.2. 1.1.2.10 If I have saved a draft of a new Quoting/Bidding round. You submit it (the draft becomes a valid negotiation in the system).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. However. Negotiations with Round Completed are not available for awarding. (Users with the appropriate function security.) 1. If you wish to create a draft for a new round. (The original creator can always unlock a draft. can I award business to quotes/bids from the previous round? Once you save a new round of Quoting/Bidding.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. What are the differences? You can create RFQs and auctions in both Oracle Purchasing and Oracle Sourcing. Each has its own benefits: Page 20/209 . You can save an negotiation as a draft as soon as you get to Step 2. It is removed from the system.12 I know I can create RFQs and auctions in both Oracle Purchasing and Oracle Sourcing.1. The system automatically updates the status of the previous round to Closed. you are not required to enter any information.1. such as the Sourcing Super User.2.2. the system automatically updates the status of the previous round to Round Completed. making it available for award.11 Why do some items in my negotiation have item numbers and others do not? Item numbers and item revisions appear if the negotiation item is AutoCreated from a requisition line having an item from the item master.

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

you can allow bids or quotes in currencies other than the negotiation currency. they are allowed to respond in only one currency per response. you can invite these users Page 22/209 . Whenever you view the responses you have received. In other words. delivery dates and attributes of an item.2. When you create a new negotiation. but it offers the lowest price per point of score. In both price-only and Multi-Attribute Weighted Scoring negotiation. however.2. In a Multi-Attribute Weighted Scoring negotiation. 1.15 What does the Price to Total Score ratio mean? The Price to Total Score ratio is calculated only for Multi-Attribute Weighted Scoring RFQ/Auctions and is used to rank quotes/bids. the buyer can still award the negotiation to any supplier regardless of the Price to Total Score ratio values.1. A buyer can view bids plotted on a Price to Total Score graph to assist in analysis of quotes/bids. Though suppliers in a multi-currency negotiation can submit responses in several currencies. reflected in the Price to Total Score ratio.17 Can I accept multiple currencies in my negotiation? Yes. quantity. 1. To lower the ratio for an item included in a bid.2. The winning response is decided based on the buyer's definitions of the relative importance of item attributes.1. suppliers can quote/bid on price.1. it offers the best value for the money. the negotiation currency defaults to the functional currency defined for your operating unit. The lowest ratio receives the highest rank. However. 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.16 What is the difference between Price-Only and Multi-Attribute Weighted Scoring RFQs/auctions? In a price-only negotiation. The buyer can still award the item regardless of the ratio.Oracle Sourcing Help 1.1. item attributes can be scored and weighted. 1. The lowest ratio among competing responses may not offer the lowest price. the system will automatically convert the responses to the negotiation currency. 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.2. the bidder/supplier must lower the Quote/Bid price for the item and/or submit responses to the weighted attributes that increase the total score for the item.

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

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

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

If the buyer starts another round of negotiation before the reminder time.2. you can upload it to enter your responses into the system to. you can download a spreadsheet which you can complete offline to specify your response information. 1. Page 26/209 .1. If the negotiation is closed. If additional companies are added before the original reminder time. You cannot respond to any negotiation that your company owns. then invitees do not receive a reminder. 1. Once you have completed this spreadsheet.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. Bulk loading is also useful if you respond in similar negotiations that occur repeatedly.2. canceled or deleted before the reminder time. then invitees do not receive any reminder.22 Do suppliers need to acknowledge their intent to participate before submitting responses? Suppliers are encouraged to acknowledge their participation intention after they receive the invitation email. you can respond to negotiations created by your company's affiliates.1. however. It is not mandatory to acknowledge your intent before submitting responses. if they are added after the original reminder time. they do not receive reminders. the reminder is not sent. However. these new invitees receive reminders at the original time.1. 1. Otherwise. 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.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.2. they receive it at the original reminder time. Such acknowledgments are intended to enhance communication between buyers and suppliers and inform buyers of the potential participation.23 Can I respond to a negotiation created by someone in my company? No.

Any user assigned the appropriate job function can add suppliers to an RFQ or auction any time before the close date and time. Page 27/209 .26 How many characters can be entered into the Item Description and the Note fields? For an Item Description field.1. On the Negotiations Summary page.1." Select the indicator and specify whether users can override your selection. You can search for the purchase orders in Oracle Purchasing by entering the negotiation data. This displays all purchase orders for a particular negotiation. As the system administrator. which includes the purchase order numbers along with other information.2. You can also search Oracle Purchasing by entering the original requisition information. the negotiation number.2. Click the Administration tab.1. you can require a particular indicator be used for all negotiations. 1. select Award Summary from the Action menu and click Go. 1. and then click "Negotiations Configuration.2.2. you can enter a maximum of 2000 characters. In Oracle Sourcing. For a Note field. for example.Oracle Sourcing Help 1. 1.1. You can check your Notifications for the Purchase Order Creation Notification.25 Can I invite additional suppliers to an RFQ or auction I've already created? Yes.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. On the Award Summary page. click the response number link to view the information on that response including the corresponding purchase order created for that response. access the negotiation whose associated purchase orders you wish to see by entering the negotiation number into the Search Negotiations fields.27 Can the system administrator require buyers to use a certain rank indicator? Yes. you can enter a maximum of 240 characters.

2. Steps in the RFQ process include: 1. RFQ is typically used for complex items or services such as made-to-order manufacturing items or construction projects. Buyers initiate RFQs that may include multiple line items by publishing the RFQ and inviting suppliers. Reusable attribute lists (See Appendix 7. The suppliers' responses to the RFQ allow the buyer to compare quotes and negotiate the best price and specifications for the good or service. Page 28/209 .5.Oracle Sourcing Help 1. suppliers are immediately notified of the results via online notifications.1 “How do I create a new negotiation”).1 “How do I create an attribute list”). RFQ Capabilities RFQ templates (See Section 2. The RFQ process usually lasts days or weeks through multiple rounds of negotiations.1. Once suppliers have submitted an initial round of quotes. RFQs enable buyers to collect quotes from suppliers for complex and hard-to-define items or services. RFQs supports both blind and sealed RFQs. RFQs typically consist of multiple rounds with competition focused on whether supplier(s) can meet the specific requirements.1. 4.4.2. Suppliers cannot view competing quotes while the negotiation is in progress.Buyers can monitor real-time quote activity and take appropriate action.3 “How do I respond to a negotiation”).2 “How do I monitor the negotiations I have created”).1. Once the RFQ is completed. Buyers analyze the quotes and either award the RFQs or modify the RFQs and open them for another round of quoting.1. buyers can review quotes and award the RFQ or submit a modified RFQ for another round of quoting. 2.2.2 Getting Started with RFQs RFQs support the full business process to solicit quotes from suppliers. Price elements (See Section 2.3.5 “How do I use price elements”). Reusable invitation lists (See Section 2.2.4 “How do I award business in an RFQ or auction”).3 “How do I create and edit negotiation templates”). 3. Quote preparation and submission (See Section 5. RFQ monitoring (See Section 2.1.1. RFQ creation (See Section 2.Suppliers view the RFQ details and submit their quotes online.4 “How do I create and edit a reusable invitation list”). RFQ modification or awarding (See Section 2.

Graphic RFQ monitor (See Appendix 7.6 “Why are some RFQs and auctions associated with a sourcing event”).1.5. Capture Total Cost (See Appendix 7.2 “How do I monitor the negotiations I have created”). Manual extend (See Section 2.2 “Glossary”). Multi-round quoting (See Section 2. Multiple RFQ styles: blind or sealed (See Section 6. and how do I use them”). (5.5 “How do I use the Graphical Monitor to view responses to items in my negotiation”) Purchase order generation Attribute based quoting (See Section 5.4.4.16 “Why would a negotiation have special terms and conditions”) Quoting online (See Section 5.9 “How do I disqualify responses I receive for an RFI.15 “How do I close a negotiation before its scheduled close date and time”).13 “How do I download a spreadsheet and respond offline”).1.4.14 “How does Oracle Sourcing use information in Oracle Purchasing when AutoCreating draft sourcing documents”).14 “How do I initiate a new round of responding”). Monitoring quote activity in real-time (See Section 2.7 “What are reusable price elements and how do I create them”).11 “How do I extend a negotiation that is in progress”) and early close features (See Section 2.16 “How do I cancel a negotiation”)and Disqualifying quotes (2. Sourcing Events (See Appendix 7. Page 29/209 . Real-time status updates Notes and attachments (See Section 6.4. Online or offline awarding capability (spreadsheet awarding). Quote comparison (See Section 2.4.4 “How do I award business in an RFQ or auction”).7 “What are price breaks. or auction”).Oracle Sourcing Help Price breaks (See Section 2.1. RFQ. Integration with Oracle Purchasing (See Section 2.5. Canceling RFQs (See Section 2.1.6 “How do I submit a response online”) and offline (spreadsheet quoting).1.4.1. (See Section 2.2 “Glossary”).8 “How do I use item attributes and price elements when responding to a negotiation”). Terms and Conditions enforcement (See Section 5.3.5 “How do I use the Graphic Monitor to compare competing quotes or bids for a particular negotiation line”).

1. 1. but you must enter the weights and scores for an item's scored attributes online. Quotes are converted to the RFQ currency for quote review. Page 30/209 .2. 1.5 What is the most efficient way to create an RFQ with several line items? You can use the spreadsheet functionality to create an RFQ with several items. Suppliers can choose the Quote currency in which they will place their quotes.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. but quote disqualification is at the discretion of the buyer.2. you can submit multiple quotes within the same round.2. You can contact the buyer who created the RFQ and ask to have your quote disqualified.Oracle Sourcing Help 1. The system validates the data.3. It is the RFQ buyer's reference and review currency. This allows you to create your multi-line RFQ quickly.2 Can I submit multiple quotes per round? If allowed by the quote controls. ensuring the integrity of the submitted RFQ items.3 Frequently Asked Questions: RFQs 1. 1. You can prepare your list of RFQ items offline and upload the completed spreadsheet. The Unseal Date is the date when the buyer unseals the unlocked RFQ allowing the suppliers to view the quotes as well. An RFQ buyer can setup an RFQ to accept quotes in multiple currencies by selecting the RFQ currency and then identifying any Quote currencies in which quotes will be accepted.3.2.2.3. Quote Currencies Additional currencies in which quotes will be accepted.2. In a Multi-Attribute Weighted Scoring RFQ.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. you can upload items using a spreadsheet.3 Can I cancel or retract my quote? No.3.

3. When Promise Date is an optional response. you can enter a Promise Date to differentiate your response from other competing responses.3. and why would I enter one? In an RFQ whose outcome is a standard purchase order. Downloading the RFQ contents allows suppliers to quickly respond. 1.3. See How do I invite suppliers to my RFQ or auction? for details on identifying contacts.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. you can enter the address in the Additional Contact Email field during negotiation creation.3. During the upload.11 Can I invite additional suppliers to subsequent rounds of an RFQ? Yes.10 How can I invite a group of people from a supplier? Ask the supplier (or a supplier contact) to create a group email list that includes all the individuals who should receive the negotiation notifications.2. 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.3. spreadsheet items are validated to ensure the integrity of the submitted quote. In all other cases.3. In an RFQ whose outcome is a blanket purchase agreement.2.2. 1. the Promise Date is optional.2. 1. Once the supplier has provided you the email address. 1.2. When creating additional rounds for an RFQ. completing multiple item attributes. Promise Date is an required field.9 Is an RFQ always blind or sealed and why? An RFQ is always either blind or sealed. you can invite additional suppliers by using the same process employed during the initial RFQ creation. Page 31/209 .8 What is the Promise Date.6 What is the most efficient way to quote on many line items in an RFQ? If an RFQ consists of many line items. Suppliers complete the quoting process by uploading the spread sheet back to the system.Oracle Sourcing Help 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. An automatic invitation will be sent to each invited supplier. You can invite suppliers by selecting them from the supplier master list. 1. This is one of the feature of RFQs and mirrors the general off-line behavior of this negotiation model.

3.2.2. 2. however. Select Start New Round from the Action Menu. 1.15 How do I start another round of quoting in an RFQ? Once an RFQ has been closed. you can use the Graphical Monitor to view quotes. Once the buyer has unlocked and unsealed the quotes.3.13 Why can't I see the graphical monitor in a sealed RFQ? While an RFQ is sealed. you can start another round of quoting. you can modify the following: Title Style Ranking method Rank indicator Preview Date/Time Open Date/Time Close Date/Time Award Date/Time Collaboration team information Item information Invitation List Notes and attachments Page 32/209 .2.Oracle Sourcing Help 1.3. On the Negotiations Summary page. 1.3. can I see who is bidding? In a sealed RFQ. 3. you cannot see either the name of the respondent or the details of the bid until you unlock the RFQ. 1.2. you can manually close your RFQ earlier than the original close date/time.14 Can I close my RFQ earlier than the original close time? If you select the Early Close option when specifying quote controls. 1. On the Start New Round page. Use the negotiation number in the Search Negotiations fields on the Negotiations Home page to access the negotiation. select Close Early from the Action menu to close the RFQ.12 In a sealed RFQ. you can see how many quotes are being placed. none of the details are available for viewing by any suppliers.

typically a matter of a few days. such as office furniture or memory chips. the bidding process moves quickly which results in increased competition.2. Creating the auction (See Section 2.4 Getting Started with Auctions Getting Started with Auctions Auctions offer complete. Auctions enable buyers to solicit bids for goods and services that are clearly defined. Negotiations allows buyers to establish either public or private auctions to meet the specific needs of buyers. Auctions last for a set period of time. Auctions are typically focused on creating competition between bidders. Steps in the auction process include: 1. although the close time can be extended manually or automatically based on last minute bids.1.3 “How do I respond to a negotiation”).1 “How do I create a new negotiation”). Bidders participate in the auction by viewing the Page 33/209 . flexible auction capabilities to buyers so they can efficiently obtain the best possible price for goods and services.Oracle Sourcing Help 1. Because most auctions are open for short periods of time. quantity and item-specific attributes.3. Prices are established based on actual supply and demand at the time the auction is transacted. the business terms and conditions and intended bidders. 2.1.1.2. Auctions allow real-time interaction to drive dynamic prices based on information that extends beyond price to include lead times.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.The buyer defines the auction and includes all the auction item information. Responding to the auction (See Section 5.

2.1.8 “How do I use item attributes and price elements when responding to a negotiation”).4.11 “What are response controls”). Monitoring the bid responses (See Section 2. Manual extend (See Section 2.1. Reusable attribute lists (See Appendix 7.5 “How do I use price elements”). Proxy bidding (See Section 5.1.6 “Why are some RFQs and auctions associated with a sourcing event”). Autoextend feature (See Section 2.1.11 “What are response controls”). Power bidding (See Section 5. 3.7 “What are reusable price elements and how do I create them”).1. bidders can view competitive bids during the auction.4. Auction features include: Auction templates (See Section 2.5. Minimum Bid Decrement/Increment (See Section 2.2 “Glossary”).1.Oracle Sourcing Help auction items and submitting bids online. Multiple Auction styles: open.2. If permitted by the auction rules. Sourcing Events (See Appendix 7.7 “What are price breaks. and how do I use them”).1.4 “How do I create and edit a reusable invitation list”).3 “How do I create and edit negotiation templates”).11 “How do I extend a negotiation that is in progress”) and early close features (See Section 2. Once the auction is completed. bid quantity.1.3.2.1.The buyer and all other participants can monitor the real-time activity during the auction and take action as necessary.3.15 “How do I close a negotiation before its scheduled close date and time”). Price breaks (See Section 2. Price elements (See Section 2.4.1. Attribute based bidding (See Section 5. bidders are immediately notified of the auction results via online notifications.1.4 “How do I award business in an RFQ or auction”).10 “What is proxy bidding and how does it work”). Page 34/209 .2 “How do I monitor the negotiations I have created”). The buyer analyzes the bids and awards the auction based on the price.1 “How do I create an attribute list”). 4. bid attribute value(s).12 “What is power bid”). Capture Total Cost (See Appendix 7. blind or sealed (See Section 6. Reusable invitation lists (See Section 2. Evaluating and awarding bids (See Section 2.

6 “How do I submit a response online”) and offline (spreadsheet bidding).4 “How does Oracle Sourcing use information in Oracle Purchasing when AutoCreating draft sourcing documents”).16 “How do I cancel a negotiation”) and Disqualifying bid (2.1.1. Online or offline awarding capability (spreadsheet awarding). (See Section 2. Page 35/209 . (5.1.2 “Glossary”).4.Oracle Sourcing Help Canceling auctions (See Section 2. Bid comparison (See Section 2.4.5.1. Graphic Auction Monitor (See Appendix 7.4.9 “How do I disqualify responses I receive for an RFI.5 “How do I use the Graphic Monitor to compare competing quotes or bids for a particular negotiation line”). Purchase order generation Real-time status updates Bidding online (See Section 5.5 “How do I use the Graphical Monitor to view responses to items in my negotiation”) Notes and attachments (See Section 6. or auction”). RFQ.4 “How do I award business in an RFQ or auction”).13 “How do I download a spreadsheet and respond offline”).5.2 “How do I monitor the negotiations I have created”). Monitoring bid activity (See Section 2. Integration with Oracle Purchasing (See Section 2.

Everyone can see the bid content once the auction is unsealed.5. and 3. or task bar options”).5.4 What is the target price used for? The target price is mainly used for internal performance analysis for the buyer.Oracle Sourcing Help 1. You can elect to display the target price to participants. 1.2 What is the difference between Quote/Bid start price and target price? When creating a new RFQ or auction.1.5. Page 36/209 . 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. All registered users in a company can bid on the same auction.1 What are the different auction styles? The buyer can choose from three types of auctions: Open: everyone can see the bid content. provided that: 1. 1.5 Can someone in my company award an auction that I create? If granted the appropriate authorization. They have the appropriate function security (See Section 6. 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. Buyers are not required to designate a target price for every item.2. The buyer can also choose to display the target price to the bidders for reference. Note: Two people from the same cannot quote in the same RFQ.5. someone else at your company can award an auction created by you.5 Frequently Asked Questions: Auctions 1.3 Why isn't there a target price for every item? Target price is an optional value.6 Can two people from the same company bid on the same auction? Yes. links.2.2.4 “Why can't I access some pages. The target price is the price you hope to pay for one unit of an item. 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.5. buttons. The auction to which they are responding is not owned by their company 2. 1.2.5. 1.2. 1.2. The buyer can see the bids once the auction is unlocked. but only the buyer can see the identity of the bidder.2. The bid controls for this auction allow multiple bids per round .

7 When two respondents from the same company place bids.9 How do I initiate a new round of quoting or bidding? After your RFI.1.2. you can initiate a new round of responding if you set the controls to allow multiple rounds of responses (RFQs always permit multiple rounds of quoting). However.13 “How do I invite suppliers to participate in my negotiation”) to participate.8 If my RFQ/auction is open to all suppliers. none of the previous responses submitted are available for awarding.5. 1. Page 37/209 . you are not required to send invitations to any suppliers.1.2. why would I invite suppliers to participate? For a public RFQ/auction. After you initiate a new round of responding. you might want to send invitations to increase specific suppliers' awareness of your RFQ/auction and encourage participation.2.5.5. 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. can they view each other's bid details? Depending on the auction style. When you invite a supplier (See Section 2. or auction has closed. RFQ. that supplier receives an e-mail notification about your RFQ/auction.Oracle Sourcing Help 1.

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

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

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

if Bidder B bids triggering a proxy bid for Bidder A and the resulting bid results in the same Price to Total Score ration.Oracle Sourcing Help 1. that is.2. best bid" is selected for a multi-round auction.2.5.2.12 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. Manual Extend allows you to manually extend your auction close date/time before the auction closes. You can specify whether the auction is extended from the original close time or from the time when the winning bid has been received. AutoExtend extends the duration automatically if new bids are received in the closing minutes of the auction. Bid disqualification.5. You can also define the total number of auto extensions and the extension period.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. however. a company can place one bid in each round when being invited to that round Page 41/209 . For example.5. once one user at a company responds. 1. Bidder B receives the higher rank because the proxy bid was created by the system after Bidder B's bid. Bidders cannot respond to display only attributes so there is no value for comparison. 1.2. The response is at the company level. 1.2. 1.2.16 What is a Single Best Bid? A Single Best Bid is a response to an auction that allows only one bid per company.13 Why are display-only attributes not visible in the Bid Compare page? Display only attributes are used to convey information to bidders.5. When the bid control "No . When the buyer hides scores/weights. is up to the discretion of the buyer.A bidder must submit a single. the bidder can only view the resulting Price to Total Score for a bid. You can also specify if the autoextend is for the entire auction or particular line items. 1.11 Can a bidder retract a bid? If a bidder has submitted.5.5.15 How do two bids with the same score get ranked if the prices are the same? The earliest bid gets a higher rank. no other user at the same company can bid. the bidder can contact the buyer and ask to have the bid disqualified.

as well as the limit price. Power bid is not available for any auction items having price elements. and the bids must be submitted quickly. you cannot change any bid information (including responses to item attributes) until the Proxy Bid Minimum is reached unless you cancel the proxy.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. Therefore if you are bidding in a Multi-Attribute Weighted Scoring auction.Oracle Sourcing Help 1.5. Once the limit price is reached. you can set new Proxy bid parameters or bid manually. You can setup the Proxy Bid Decrement for an auction. value is reached No Percentage Automatically updated Yes Unit of update Currency value Multiple times until Number of updates per canceled or the minimum Once setup price is reached Affect of price elements Not available for items Not available in auctions with price elements containing price elements Page 42/209 . all of the bids in an auction will be decreased by the percentage specified. Power Bid When rebidding. the bidding automatically stops. 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 can revise bids for all items on which you have previously bid by a specified percentage. 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. you cannot update attribute responses to better your score although proxy bid will rebid to better a price. Once you have placed a proxy bid. for each item. When the bid reaches the Proxy Bid Minimum. When you use Power Bid. This is a very useful feature when your goal is to win all auction items.2. This allows you to streamline the rebidding process when you have bid on several items in the same auction. or Proxy Bid Minimum. Proxy bidding is not available for any auction item that has price elements.

since proxy bids are generated based only on the price of the competing bid. 1. Supplier identities are never revealed to other bidders. For example. Supplier B then bids USD 94.2. a bid can be beaten based on the Price to Total Score ratio without triggering a new proxy bid. However.5.5.18 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. a proxy bid decrement of USD10. This bid (94/100) is better than Supplier A's bid (95/90). This bid (84/90) is now the winning bid.00 with a score of 90 for the item. Supplier B's bid is the winning bid even though the bid price is higher. Now Supplier B's bid (92/100) is better than Supplier A's bid (84/90).00. Supplier A's proxy is triggered to place a new bid of USD 84.00.00. Supplier A's proxy will only be triggered again if there is a bid with a price lower then USD 84. Since Supplier B's bid price is less than Supplier A's bid price. Therefore.19 Can a bidder see the names of the other bidders? Bidders cannot see other bidders' identities. not just the bid price. Supplier A's proxy is not triggered. you may need to closely monitor Multi-Attribute Weighted Scoring auctions which also use proxy bidding. You may need to cancel the proxy bidding process to redefine attribute information to improve your price to total score ration.Oracle Sourcing Help 1. To avoid these situations. And since Supplier A's proxy minimum (75. Supplier B then places another bid of USD 92.00. he cannot modify any attribute responses to try to improve his score. Page 43/209 .00) has not yet been reached.00 with a score of 100 for the same item.00 and a proxy minimum of USD 75. but since Supplier B's bid price is still higher than Supplier A's bid price. Supplier A places a bid of USD 95.2.

RFQ.1.1. Help for Sourcing Buyers 2.1. Therefore. Enter Negotiation Lines (See Section 2.1. Define Your Response Controls (See Section 2. You can create a negotiation and save it as a draft before submitting it.Oracle Sourcing Help 2.13 “How do I invite suppliers to participate in my negotiation”). and Buyer's Auctions 2. and buyer's auctions). you can save time by copying an existing RFI/RFQ/Auction. RFQs.11 “What are response controls”) Enter Your Terms and Conditions (If Oracle Procurement Contracts is bought and licensed) (See Section 2.1.1.9 “How do I add lines to a negotiation”).1.1. At the conclusion of the RFI cycle.1.1 Creating Negotiations 2. You can also create new negotiations quickly by applying a negotiation template.1 Creating RFIs. the information contained in the RFI can be copied into an RFQ or buyer's auction.1.1. 2. and how do I use them in my negotiation”) Invite Your Suppliers (See Section 2.6 “What information must I provide to create my negotiation header”).7 “What are contract terms and conditions. RFIs are used more for gathering information on goods and service provided by a supplier than to lock in particular price information. 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.4.1. o If you have previously created an RFI. Page 44/209 . 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.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. RFQs. or auction. This allows you to return to the creation process at a later time or have multiple people working on the same negotiation.1. RFIs can be taken to multiple rounds until the buyer has enough information to identify supplier(s) with which to deal.1.

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

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

1. you can search for requisitions according to different attributes such as item or category and include them in a single document. When using AutoCreate.1. Once you have identified the requisitions in which you are interested. AutoCreate uses the requisition information to create a Buyer's Auction or Sourcing RFQ.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. 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. The table below shows some of the operations available Sourcing Buyers and Sourcing Suppliers by using Quick Links. The AutoCreated document is assigned a document number.3 How do I use Quick Links? The Quick Links section of the Negotiations Home page provides easy. The backing requisition information is carried over from Oracle Purchasing and used throughout the creation process. The links are organized by task and negotiation type so you can find the link for the task you wish to perform.1. you can use requisition information in Oracle Purchasing to create a draft sourcing document that you can then access and edit. You can use this number to access the document in Oracle Sourcing and to Page 47/209 . one-step access to your most commonly performed Oracle Sourcing tasks.Oracle Sourcing Help 2.1. Buyer Operations Creating negotiations Creating templates and reusable lists Managing draft negotiations Creating and managing sourcing events Updating profile information Supplier Operations Responding to negotiations Monitoring active responses Managing draft responses Viewing award decisions Updating profile information 2. Simply clicking the link takes you to the page where you initiate the operation.

AutoCreate carries over the following backing requisition information when creating the sourcing document. 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 . the requisitions are no longer available for use by AutoCreate. 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. Backing 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. Depending on the line type. you can modify some of this information. There are two possible grouping types: Default and Requisition lines. This grouping information is used when creating negotiation lines for the sourcing document.

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

Also. the backing requisition(s) is returned to the requisition pool. if you only partially award a line item quantity. Page 50/209 . 2. if you know the number Autocreate assigned to the draft document. you can access it directly from Oracle Sourcing. you must complete Step 1: Describe Your RFQ/Auction. Using the AutoCreated RFQ/Auction In general you use an AutoCreated RFQ/Auction the same way as other RFQs/auctions. the following points: If you take the RFQ/Auction to multiple rounds of bidding/responding. You can apply a template to the draft RFQ/Auction (backing requisition information takes precedence over any template attributes).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. Otherwise. Oracle Sourcing creates either a standard purchase order or a blanket purchase agreement and sends them back to Oracle Purchasing along with references to the originating requisition.1.1. the backing requisitions are returned to the requisition pool. Note. you can edit your draft as you would any other draft except for the nonmodifiable information taken from the backing requisitions (see table above). Once you have completed awarding the RFQ/Auction. you must have the Edit Draft Sourcing Document function to access a draft. In general. however.Oracle Sourcing Help Your system administrator can set up the system so once you have completed the document in AutoCreate. 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. you are automatically transferred to Oracle Sourcing. the backing requisition information is updated to point to the new RFQ/Auction. To access a draft directly from Oracle Purchasing. You can add additional item lines if necessary. If you cancel an RFQ/Auction with line items originating from AutoCreate. Once the negotiation document has been created by AutoCreate. it exists as a draft negotiation within Oracle Sourcing. the backing requisitions are returned to the requisition pool and become available for use. Editing the draft The first time you access the draft.

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

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

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

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

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

To use predefined exchange rates: 1. You assign currencies to specific suppliers when you invite the suppliers to your negotiation. Select the checkbox to display the exchange rates if you want to allow respondents to see your response currency exchange rates. continue creating your negotiation. select the exchange rate type. You can use predefined exchange rates (Corporate Exchange Rate) or specify your own exchange rates (User Specified Rate). When you have finished defining currency information. select a response currency for each supplier. Select the User Specified Rate type. After you have selected your suppliers in Step 5. The system may contain several different exchange rate types. 2. 2. For example. click Apply. 6. The system's response currency codes are available from the drop down menu.1. you can choose to restrict specific suppliers to particular response currencies.09 kroner to one dollar.Oracle Sourcing Help 2. 3.09 meaning . 2. Specify the price precision for the currency. 3. Define the exchange rate by entering the number of response currency units that equal one unit of the negotiation currency. To restrict a supplier to a particular currency: 1. Select the response currency you will accept. To define your own exchange rates 1.1. If you are finished defining alternate currencies. If the precision for the response currency is greater than the precision for the negotiation currency. the system will round when converting responses into the negotiation currency.8 How do I restrict a supplier to a particular currency? If you allow multiple response currencies for your negotiation. Select the response currency. On the Header: Manage Response Currencies page. The page redisplays. Otherwise click Add Another Row and continue defining currencies and exchange rates. Page 56/209 . 4. The description field explains the code. Enter the date for which you wish to use this set of exchange rates. Select the appropriate type for your negotiation. 5. 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 .

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

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

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

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

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

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

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

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

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. Allow supplier to see other suppliers' contract terms. If you have weighted and scored the quantity attribute. Restrict to invited suppliers You can allow all suppliers to respond to the negotiation or you can specify that participation is by invitation only. you must invite at least one supplier to participate. Alternatively. or specify that they must respond to all lines in the negotiation. or you can restrict suppliers from seeing other suppliers' notes and attachments. Require award approval You can choose to require the award decision to be approved before a purchase order can be generated.Oracle Sourcing Help the Close Date cannot be later than the Need-By Date on the backing requisition. Allow supplier to select lines on which to respond You can allow participants to respond to individual lines(s) in the negotiation. Suppliers are required to lower the line price when submitting a revised response Page 65/209 . participants can submit responses for partial quantities. or you can specify that the negotiation will not be allowed to continue into additional rounds past the close date. Allow multiple rounds of negotiation You can specify that the negotiation can continue into additional rounds after the close date. Allow multiple responses You can specify that responders must submit a single. best response in the negotiation. 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. Require full quantity You can specify that participants must submit responses for the full quantity specified in the line. or may submit multiple responses during the negotiation open period. This is displayed to the respondents.

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

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

If the approver allows the decision.1. This setting also determines the end-of-auction window (the AutoExtend period) during which a winning bid triggers an AutoExtension. a notification is sent to the next approver in the approval chain. The AutoExtend period is determined by the length of each AutoExtension (see above). a notification is sent to the creator who can then begin generating the 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. 2. For example. 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. or only for those items that receive winning bids during the AutoExtend period.1. a notification is sent to the first approver in the approval chain requesting that the approver view the decision.Oracle Sourcing Help You must specify the duration (in minutes) of each AutoExtend. Page 68/209 . Lines to AutoExtend You can extend bidding for all auction items. if you specify that each AutoExtension is 20 minutes : o o Each AutoExtension will last for 20 minutes after the start time you specify. The approval cycle continues until all the required approvers have viewed and approved the decision. a notification is sent to the negotiation creator. Once the decision has been approved. This ensures that. the purchasing document will not need to be changed in the future.12 Can I ensure that an award recommendation gets approved before I generate its purchasing document? It may be the case that one or more approvers must review and sign off on your award recommendation before you can generate its associated purchasing document. If the approver rejects the decision. once created. Once you have saved your award decisions. 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. which the approver can accept or reject.

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

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

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

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

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

2. the system uses the following hierarchy to determine which category value to use: 1. 8. find your list. If you are have the Manage Invitation Lists job function. When you have finished adding suppliers.Oracle Sourcing Help Sourcing Super Users or users with the Manage Invitation Lists job function can create. If you wish to add more suppliers to your list. 5. To edit an invitation list you have created: 1. you can choose a specific supplier site to associate with this list (Supplier Site is another term for Address Name).2." then search for suppliers to add to your invitation list. If the supplier you selected has multiple sites defined in the system. For a supplier with multiple sites. then click Edit. On the Edit Invitation List page. Page 74/209 .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. Click "Add Suppliers.1. 2. When you are finished. you can add an entry for each site for that supplier if you choose. 5. and manage public invitation lists. including change the access and status. or 2. status. The value defined for the RFQ/Auction template. and access as appropriate. 3.2. you can edit public lists.5 What happens to the item category when I create a negotiation by applying a template and using spreadsheet upload? A buyer can apply a predefined template to the RFQ or auction in creation Step 1 and then use the item creation by spreadsheet capability to upload details on multiple items in Step 3. any attributes/price elements defined for the template are added to any attributes/price elements you define via the spreadsheet. Search for the list you wish to update. update your list description. click Apply. 4. click Submit. If the template and spreadsheet have conflicting category values. The value specified in the spreadsheet. 7. click "Add Suppliers" again and follow the perceiving instructions. Click "Invitation" under the Reusable Lists area of Quick Lists on the Negotiations Home page. On the search results page. edit. You can also add or delete suppliers. 4. Select the supplier(s) and click Add to Invitation List.1. 2. 6.

For example. you may choose to add one or more line attributes to that line. In addition. 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. using an attribute to define this specification calls attention to the specification. Line attributes can call attention to industry-specific characteristics. If there are duplicate attribute/price elements between the template and the spreadsheet. 2. the attribute/price element specified by the template. While the buyer could enter this information in the auction line description. the precedence is: 1.000 miles on the odometer." and "SKU number. For example.1. Line attributes make your negotiation line more descriptive and can also be used to ensure that all responses submitted for the line include specific details not included elsewhere in the line information. and 2) the details that a participant should provide when responding to that negotiation line. if there are three attributes/price elements for your template.3. Page 75/209 . retail industry negotiation items can include such attributes as "color.1 What are line attributes. item A with four attributes/price elements.1. Attribute Scoring.Oracle Sourcing Help For example.3 Item Attributes. and your spreadsheet upload includes two items.2 How do I add line attributes to my negotiation? You can add multiple line attributes to any line in your negotiation. the attribute/price element specified on the spreadsheet 2. and Price Breaks 2." "style. When the buyer adds the line (vehicle) to the auction. the buyer can add an attribute called "mileage" to specify that the bid item must have fewer than 12. and why would I add them to my negotiation lines? When you add a line to a new negotiation (RFI. Adding these as required item attributes that are displayed to bidders can customize your negotiation items to your specific industry. Line attributes define 1) unique specifications that you set for a negotiation line." Metal industry negotiation items can include "grade of metal" as an attribute. if the buyer marks this attribute as required. The attribute(s) are added to that line only. then bidders must enter the mileage of any bid. see "How do I add attributes to my negotiation lines?" 2. For more information about how to add line attributes to your negotiation items. and item B with two attributes/price elements.1. RFQ. a buyer can create an auction to buy a fleet of 12 vehicles for a delivery service. Price Elements. and do not apply to all lines in the negotiation.3. auction).

Oracle Sourcing Help

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

o

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

o

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

o

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

o

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

o

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

o

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

Oracle Sourcing Help

o

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

o

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

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

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

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Oracle Sourcing Help

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

Oracle Sourcing Help

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

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

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

navigate to the Attributes table and click Add Another Row. You can accomplish the by specifying weighting and scoring values for your line attributes. click "Lines" in the navigation bar in the top left hand corner. On the Lines: Create Line page. On the Create: Lines page. o Group Select one of the predefined attribute groups. To use weighting and scoring when defining a negotiation: 1. Groups are used for categorizing attributes. 3. and you do not wish to use the default. Select a ranking method if the Sourcing Super User has set the system up to allow you to change ranking methods. See "What information must I provide to describe my negotiation header"? After you have defined the negotiation header. PPM Defect Rate.Oracle Sourcing Help Price $300 Total Score: (100 * 50) + (50 * 30) + (100 * 20)/100 = 85 Price to Total Score Ratio = 300 / 85 = 3.3. Select Online from the menu and click Go. 2. 5. *Indicates a required field: o *Attribute (up to 240 characters) Name your line attribute (for example: Mileage. See What are line attributes? for information about defining line attributes. 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.53 2.1. Grade). use the instructions in "How do I add lines to a negotiation"? to enter the line data and other required and optional line information. 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.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. When the page refreshes. To enter a line attribute. The system can then include the suppliers' responses to your line attributes when calculating the best response. enter your line attribute information. 4. o Attribute Type Page 81/209 .

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

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

the supplier's response prices to the price elements will not be rolled up into the line total price. If there are an odd number of attributes. 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. These costs can then be negotiated between a buyer and supplier just like the item price. you can apply that price element list to any negotiations (RFQs or auctions) containing items to which those price elements are applicable. Price elements allow you to: Identify suppliers with the lowest total cost per line not just the lowest item price. This is because in the absence of a line response quantity.3.1.Oracle Sourcing Help o To set the weights for all attributes equally.5 How do I use price elements? Price elements allow a buyer to identify additional costs associated with a particular negotiation line.1. You can create new price element lists or edit existing lists. Take into account any additional costs or charges when considering outsourcing a project.6 What are Reusable Price Element Lists.3. for example. click Equalize Weights. Once you have created a price element list. Support supply chain operations more efficiently by recognizing and analyzing how one organization's performance and costs affect another organization. Click the Price Element link under Reusable Lists on the Quick Links section of the Negotiations Home page. the system will assign weights as equally as possible. freight charges or import duty fees. Identify hidden activities or "cost drivers" to facilitate improved analysis and decision-making. you might create a price element list identifying normally expected transportation costs. 2. Or you might create a list that identifies additional services such as consulting or training that will be required by a particular negotiation item. Note: If the negotiation outcome is a blanket purchase agreement. the supplier's response values for fixed-amount type price elements cannot be converted to a unit price. For example. Page 84/209 . Such costs could include services such as training or consulting. To create a new price element list: 1. which is required to compute a total unit price. Buyers can specify when they create the negotiation how much they anticipate paying for these additional costs. or discrete costs such as shipping fees. You must be assigned the Create Reusable Price Element Lists job function to create these lists. 2.

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

For these price breaks. The new list is validated. The name of any price element defined to the list. you receive the responses shown in the table below.3. you can either click the price element list name link. Active or Inactive). To edit the list. 2. The first offers a price of 19$ per unit if buying more than 100.7 What are price breaks. On the Edit Price Element List page. For example. You can search for a particular price list by : o o o o The list name. The search results display any price element lists matching your search criteria. On the Price Element Lists page. and you may specify several quantity levels and the prices you are willing to pay at each. you may expect to receive a discount from your supplier if you buy a large quantity of units. The first few words of the list description. For each (non-amount-based) line in your negotiation. Or you may be willing to pay more per unit if your supplier can ship the order to a special location. or select the price element list and click Edit. Example: Assume you are purchasing PC keyboards. 2. You then set up two quantity-based price breaks. The second offers a price of $18 a unit if purchasing over 500. (This returns all price element lists using that price element.1. Click the Price Element link under Reusable Lists on the Quick Links section of the Negotiations Home page. or by a certain deadline. 5. add or delete price elements from the list. you can o o o update the description for the price element list. you can define as many price breaks as are appropriate. you receive an error message. search and select the list you want to edit. The list status (Any. 6. You can then enter different assumptions into the system and have it calculate which response is the best.Oracle Sourcing Help To edit a price list: 1. You specify 20$ as your start or base price. 4. If any price elements are inactive. Page 86/209 .) 3. 7. click Go. Your suppliers respond to your negotiation specifying their responses to your price breaks. When you have finished making your changes. click Apply. change the price element list status. and how do I use them? Price breaks allow you to negotiate line prices with your supplier based on characteristics of your order. When you have entered the search data.

On the Line: Create Line page. Supplier 1 is the best response. if you buy 120 PC keyboards. the system will identify Supplier 2 as the best response. you can only define price breaks on goods-based line items. Page 87/209 . or your can restrict them to only offering price responses to the price breaks you define. For example. Be sure it is not an amount-based line type. You can allow suppliers to respond with new price breaks of their own as well as edit any price breaks that you suggest. you can enter assumptions into the system and it will calculate which response is the best. To enter price breaks: 1. given the price break structure defined in the table above. define your negotiation line normally. the effective date values are not available for price break usage. If a line's price breaks are cumulative. if you buy 550 PC keyboards. For each line. 2. Click Select Price Break Settings. If the price breaks are cumulative. the break accumulates as the quantity increases. Click Select Price Break Settings to access the Create line: Select Price Break Setting page. However. Setting Up Price Breaks You can only define price breaks for documents with an outcome of blanket purchase agreement. You can specify what the supplier's response to the price break should be. you can set break prices for: A quantity range A Ship-To Address An effective time period Any combination of the above All price breaks for a single line are either cumulative or non-cumulative. You can control the ability of your supplier to respond to your price breaks.Oracle Sourcing Help Your price break level 1 100 500 Your offered price $20 $19 $18 $19 $18 $15 Supplier 1's Response Supplier 2's Response $19 $17 $16 Once you have entered your price break values and your suppliers have responded to them. Additionally.

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.4. Select the negotiation line. you can offer a particular target price. For each price break criterion. you could enter different order quantities and see which supplier response is the best for a certain quantity. 5. and your supplier(s) have responded with quotes. 3. 5. 4. Also select either Cumulate or Non-Cumulative. you will not be able to enter price breaks.1. On the table of negotiations.1. Select Required to force to supplier to respond to the price breaks you define. Define your price breaks. and click Analyze Price Breaks. you can have the system evaluate the supplier responses based on scenario information you enter. price. Once you have defined all your 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. click the response number link. you could define multiple price breaks based only on order quantity. You can define as many price breaks as are needed to fully define your pricing structure. To analyze price break information: 1. If you select Non-Cumulative. Click Add Another Row to define additional price breaks. click Apply. Ship-To address/organization. otherwise select optional. Item attributes define 1) unique specifications that you set for an item. For example. you can use a number of techniques to facilitate the results you want: Using item attribute requirements You can add item attributes to any of your items. 4. Search for the negotiation you're interested in. click Analyze by Line from the Actions menus and click Go. and effective dates (available for non-cumulative price breaks only).Oracle Sourcing Help 3. For example. you will not be able to negotiate on effective dates. Analyzing Price Breaks Once you have defined your price break expectations. On the negotiations summary page.1 What are some negotiations strategies I can use? When creating a negotiation. 2. You can set breaks by unit quantity. On the Analyze Line: Analyze Price Breaks page. 2.4 Additional Creation Topics 2. and 2) the details that a participant should provide when responding to that item. Page 88/209 . If you select None.

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

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

To cancel an event. select the event and click "View Negotiations. and an inactive date. To use events. Your event is opened as soon as it is created. You may also want to create an event if you want to encourage respondents to participate in multiple." Note that any draft negotiations associated with this event are not shown. This takes you to the Manage Events page. or promise date 2. click the event number link. You can continue to associate negotiations with the event until the event's inactive date is reached.1.4. To see the negotiations associated with the event. you can associate negotiations with the event while creating the negotiation on the Create Header page. delivery location. 2.Oracle Sourcing Help Using price elements Price elements identify additional item costs beyond just price. Such costs could include service related costs such as training or consulting services. Clicking OK on the Create Event page or "Events" from the Manage area of Quick Links on the Negotiations Home page takes you to the Manage Events page. enter a title. To create a sourcing event: 1. 3. You may want to create a sourcing event if you need to monitor several related negotiations as a group rather than individually. 4. click Cancel. description. you first create an event. You can then start associating negotiations with it. Using price breaks You can define price breaks on which you can then negotiate with your suppliers to develop a pricing structure based on item quantity. To see event details. similar negotiations. On the Create Event page.2 What is a sourcing event? A sourcing event is group of related negotiations. You can continue associating negotiations with the event until its inactive date is reached. 2. To manage a sourcing event: 1. Once the event is created. Click "Event" under the Create area of Quick Links on the Negotiations Home page. You have the choice of canceling only the event or canceling the event and all negotiations associated with it as well. Click OK. Page 91/209 . 3.

and invitation list are copied into a new document which you can edit if necessary.1. Note that you can move the inactive date forward in time to extend an event. You can also move an inactive date backward although not prior to the current date/time. or any other users in your organization. If you are assigned the Manage Sourcing Document Templates job function.3 Are there any shortcuts available when creating a sourcing document? There are many ways you can streamline the creation of sourcing documents: Copying an existing document You can copy documents that you.4. in addition to your private ones. This allows you to standardize business practices and save time. The public document templates will be available for every Sourcing buyer at your company. Using Reusable Invitation Lists You can create Reusable Invitation Lists containing names of suppliers who you frequently invite to your negotiations. Your template will contain the features that are similar among the negotiations you commonly create. Using Reusable Attribute Lists Attribute lists can streamline the document creation process while providing standardization for negotiation items. Using spreadsheets Page 92/209 . To modify an event's information click Edit. you can also create and manage public templates in addition to your private ones. you can create and manage public Reusable Attribute Lists. you can create attribute lists for use by all Sourcing buyers at your company. 2. If you are assigned the Manage Invitation List job function. An attribute list is a grouping of attributes that are commonly used together to describe a good or service. When you create a document using a template. have previously created. This can help you standardize your business practice as well as speed up the negotiation creation process.Oracle Sourcing Help 5. you can modify the description and inactive date. you may want to create a template that you can use each time you create a sourcing document. item information. terms and conditions. The details of the document such as the controls. Invitation lists can be shared across the company. If you are assigned the Manage Attribute List job function. The public lists will be available for Sourcing buyers at your company. On the Edit Event page. Using document templates If many of the negotiations you create contain the same features. you simply open the template and add to or edit details of the template as necessary.

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

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

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

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

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. adding any additional lines. specifying negotiation controls. On the Create Contract Terms page. Click Apply Template. Once the new draft negotiation has been created. The Create Lines page displays any lines AutoCreate created using requisitions in Oracle Purchasing and allows you to create additional lines if necessary. On the Requisition Summary page. you may wish to view the requisition line information for the lines that AutoCreate carried over from Oracle Purchasing. See the Oracle Procurement Contracts online help for information on using contract templates. 2. search for and select a contract template from the list of values. Select Validate from the Actions menu to verify the validity of the contract terms you are defining. 4. You can edit the clauses applied by the template as needed. 2. or clicking Review to inspect the negotiation prior to publishing it. To view the backing requisition information during negotiation creation: 1. You can see this line information on the View Requisition Line Summary display. When you have completed your contract terms. and then click the Details icon. 5. click the requisition number link. 6. you must correct them and validate again. For AutoCreated lines.Oracle Sourcing Help 2. This includes all the other tasks such as creating your header. 3.4. delete or modify text. If you receive any error messages. you can access it and continue creating your negotiation. you may need to view the demand linked to a particular negotiation line. After you have created your header by adding a title (and adding/modifying any other information) clicks Lines in the top left navigation bar. You can add. For example. See the Oracle Procurement Contracts online help for instructions on modifying clauses.1. click the requisition number link to view detailed information on the line. Or you may need the name of a contact who can answer questions you have about the negotiation line. 4. 3. Along the way. 5. continue by either clicking Suppliers to define a supplier invitation list. and possibly inviting suppliers. The Requisition Line Details page displays information in the following areas: o Requisition Page 97/209 .

This includes the entire life of the sourcing document from the initial creation to the award process. This takes you to the Requistion Detail page. When you create a negotiation. Such activities can be negotiated by using amount based line types.4. the quantity and unit of measure defaults to the values defined by your administrator and is display only. Page 98/209 . click the number link in the Requisition column. Click the number link in the Line column. click the Lines subtab. 3. For example. 2. From the negotiation summary page. inviting additional suppliers. and some team members may be required to approve the final document before delivery to potential suppliers. 2.1. 4. awarding business to supplier. Access the negotiation. For the line whose requisition information you wish to view. and how are they used? Sometimes the item you need to negotiate is not a number of discrete units.4.1.10 How do collaboration teams work? When creating a negotiation. and creating document outcomes. you can specify that an item is amount based by selecting an amount based Line Type value. A category value may also appear if your administrator has defined a default category for that line type. 2. Buyers can optionally grant full access to some team members while restricting others to read-only access. The possible values are defined in Oracle Purchasing.Oracle Sourcing Help o o o o o o Negotiation Order Shipment Receipt Invoice Payment To view the backing requisition information after the negotiation has been published: 1. but more of a service or activity.9 What are amount based line types. Each member can be assigned specific tasks. This takes you to the Requisition Summary page. If you select a line type that is amount based. buyers can nominate collaboration team members to participate in the creation and administration of the sourcing document. you might need to negotiate training or consulting services. Such tasks could include defining the item attributes.

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

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

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

2. Search for and apply a contracts template. click Add Deliverable. will have commitments to fulfill. The commitments on the contracts. click Contract Terms in navigation bar in the top left of the page. To add a new deliverable. To create a deliverable for a particular negotiation: 1. under the terms and conditions of the contract. you can click Apply and Create Another. See the Oracle Procurement Contracts online help for instructions on defining deliverables. 5. After you have finished defining your deliverable.2. In addition to the contractual commitments that businesses need to fulfill. On the Create Deliverable page define your new deliverable. On the Create Header page. as part of the contractual agreement. you can define your next deliverable. 3.2 Using Oracle Services Procurement and Oracle Procurement Contracts 2. If there are multiple deliverables to define.1 How do I create a deliverable and use it in a negotiation document? Businesses enter into contractual agreements with their trading partners and. Once the page refreshes. they might define other internal tasks that contribute to the overall execution of the contract.Oracle Sourcing Help 2. Click the Deliverables subtab and check that any deliverable already defined to this template is applicable for your negotiation. If Oracle Procurement Contracts is implemented. you can create a deliverable and assign it to a negotiation. You can update a deliverable if needed or delete it altogether 4. click Apply. besides products and services bought or sold. Page 102/209 . 6. are classified as deliverables.

Also.Oracle Sourcing Help 2.3 How do I define services related lines? Services related line types allow you to negotiate on labor contracts. Specify how price differentials are to be used within the negotiation (for example. 4. if appropriate. For temporary labor line types. 6. On the Lines: Create Line page. Search and select a job from the Job menu. make sure you select the Global Agreement checkbox. and click Go. 5.2. rate-based line type. or click Load from Spreadsheet to upload a previously completed spreadsheet file containing all the line information 2. 9. click Select Price Break Settings and ensure it is not set to None. If you need to specify price breaks. or consulting services. make sure you select a temporary labor. ensure that you choose Blanket Purchase Agreement as the negotiation outcome for temporary labor line types. rate-based line: 1. Enter your price breaks including Price Differentials. temporary administrators. is a response to the price differential required) 7. Unit of Measure and Category will default according to the Job you select. Enter values in your price fields if necessary. 2. To define a temporary labor. 8. maintenance services. . From the Add Line menu on the Create Lines page. 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. The charge for this type of service is based on hourly rates per person. select Online to continuing entering your line description online. The Description. The charge for this type of service is based on a flat amount for the service provided.2 What kind of services can I negotiate for? If Oracle Services Procurement is installed and licensed. You can include services-related lines with regular amount-based and goods-based lines. Fixed-price services such as corporate accounting services. Fixed-price temporary labor such as contractors. Create attributes as needed to solicit additional information for this line. vacation). There is a fixed amount limit attached to the service. Select the price type (for example. Page 103/209 . and specify the differential associated with this price type.2. General services fixed-price lines use a negotiation outcome of standard purchase order. you can create documents that negotiate for many different types of services. Job Details. 3.

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

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

Oracle Sourcing Help Note that the Your Negotiations at a Glance section shows a limited number of entries based on time remaining. Once the buyer has received all the bid/quote information. enter the Bid/Quote Received Time. Page 106/209 . If you do not see your negotiation. Oracle Sourcing buyers can place surrogate bids on behalf of such suppliers.3. From the negotiations summary page. On the Create Surrogate Bid/Quote: Select Supplier and Contact page. 6.3. and click Go. 7. Clicking the number of your negotiation takes you to the negotiation summary page. Sign on to Oracle Sourcing with Sourcing Super User responsibility. Select a contact for the supplier and click Create Surrogate Bid/Quote.3 How do I respond on behalf of suppliers without Internet access? Sometimes suppliers cannot place their responses online since they have no online access.2 How do I monitor the negotiations I have created? Access the negotiation you wish to monitor. you can either Select View Response History from the Actions menu and click Go. select Create Surrogate Quote/Bid from the Actions menu. click Full List. access the negotiation in which you wish to bid by clicking its number. To see the complete list of negotiations you created. and then click View Response History to see information on responses to this negotiation. Click the Responses number to access the Details page for the negotiation. 5. a surrogate bid can be entered into the negotiation. Continue from the Terms and Conditions page with regular a response if terms and conditions are required. Negotiations in which you are participating appear under Your Negotiations at a Glance. 4. 2. enter the name or contact of the surrogate supplier in the Supplier field and click Go. 2. You also search for all open negotiations to which you have access. On the negotiation summary page. click Full List. You can also use the Graphical Monitor to view and compare responses to your negotiation. To place a surrogate bid on behalf of a supplier: 1. Click the negotiation number to access the negotiation summary page where you can see information on the negotiation. 2. 3. From the Negotiations Home page. On the Create Bid/Create Quote page. It is when the buyer receives the offline copy of the response or when the supplier mails/faxes the response.

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

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

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

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

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

3. Clicking the Unread Messages number link takes you to the Online Page 112/209 . Define your price breaks. Click Add Another Row to define additional price breaks. To analyze price break information: 1. 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. participants can communicate with each other by entering into an ongoing conversation called an online discussion. Using an online discussion Once a negotiation is published. 2. Analyzing Price Breaks Once you have defined your price break expectations. On the table of negotiations. You can set breaks by unit quantity. For example. Once a negotiation has been published.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. On the Analyze Line: Analyze Price Breaks page. 5. and effective dates (available for non-cumulative price breaks only). and "Your Active and Draft Responses" for Sourcing Suppliers). 4. On the negotiations summary page. Search for the negotiation you're interested in.Oracle Sourcing Help 4. Once you have defined all your price breaks. you could define multiple price breaks based only on order quantity. you could enter different order quantities and see which supplier response is the best for a certain quantity. click Analyze by Line from the Actions menus and click Go. you can have the system evaluate the supplier responses based on scenario information you enter. and your supplier(s) have responded with quotes. For each price break criterion. For example. Ship-To address/organization. Select the negotiation line. 2.3. and click Analyze Price Breaks. You can define as many price breaks as are needed to fully define your pricing structure. click Apply. you can participate in a online discussion by clicking the number link under Unread Messages (under "Your Negotiations at a Glance" for Sourcing Buyers. 5. You can enter values for all price breaks you defined and the system will calculate which of the responses is best for the values you entered. click the response number link. price. you can offer a particular target price.

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

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

You can also review and extend your auction's scheduled close date and time. you can change the number of times that the auction can AutoExtend. 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. On the negotiation summary page. Once you have made your changed. 4. If your auction enters AutoExtend mode.Oracle Sourcing Help How do I change my auction's AutoExtend settings while the auction is in progress? You can initially set your auction's AutoExtend settings while defining bid controls. You cannot enable or modify AutoExtend settings for an auction that is in a preview period or has closed for bidding. 2.12 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. 2.3. click Apply. If your auction enters AutoExtend mode. You cannot enable or modify AutoExtend settings for an auction that is in a preview period or has closed for bidding. Under Your Negotiations at a Glance on the Negotiations Home page. On the Extend Auction page. 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. but you cannot change any other AutoExtend settings. review your current AutoExtend settings (if any). or upon receipt of a new winning bid). 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. To change your auction's AutoExtend settings: 1. 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. Page 115/209 . You can modify the following AutoExtend options: o o o o Lines you want to AutoExtend (AutoExtend all lines. However. but you cannot change any other AutoExtend settings.

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

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

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

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

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

On the Create Amendment Header page. All suppliers will be required to acknowledge the amendment and resubmit their responses to be eligible for award. 7. 12345. mail or email. If you have approvers identified on the Collaboration Team on the Create Header page. To invite new suppliers. Notice that the negotiation number has now been given a suffix. You can review the new changes compared to the current active negotiation by clicking Review. You can save the amendment as a draft at anytime during the creation process if you click Save Draft. The printed version of the negotiation is appropriate for public display since it excludes all internal data such as internal attributes. deletions. 4. Responders should be able to complete negotiation documents and return the results by FAX. 8. Once you click Publish. you must enter a new Description for the amendment and make any other header level attribute changes you need.Oracle Sourcing Help To create an amendment to a sourcing document: 1. and there are clauses and deliverables defined to this negotiation. or updates to line information if necessary. The printed version also does not include any price elements Page 121/209 . Government organizations in particular present solicitation packages according to a unified format.. 5. On the Create Amendment: Lines page. Once approved (or if approval is not required).3. Approvers will receive notification that they need to approve the amendment. the Submit button changes to Publish. You cannot add or delete suppliers on the Create Amendment Suppliers page during an amendment.1.18 How do I print information on my negotiation? Much business communication today is carried and managed offline. or names of invited suppliers. 2. use the active negotiation's negotiation summary page. enter any line changes. these can be changed on the Create Amendment: Contract Terms page. for example. You go to the Create Header page. Draft amendments are available on the Negotiations Home page if you click Drafts in the Manage Quick Links section. Buyers need the capability to download and print a negotiation for offline review. no new responses can be received on the previous negotiation. If Oracle Procurement Contracts is implemented. 6. On the negotiations summary page. 3. Change the negotiation rules on the Create Amendment: Controls page if necessary. you can submit the amendment for approval by clicking Submit for Approval on the review page. select Create Amendment from the Actions menu. current prices. This suffix is incremented every time you create a new amendment for this document. 2. additions.

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

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

You can award an individual line to a single supplier. 2. To unlock and unseal an RFQ/auction: 1. 3. 2. Close the negotiation if it is still open.4. 3. respondents in the RFQ or auction cannot see other quotes/bids until the buyer also unseals the RFQ/auction (although the identity of other suppliers is revealed to the suppliers in an auction).4 Awarding Negotiations 2. other users from your company who have the appropriate function security can also unlock and unseal your RFQ/auction. Additionally. On the negotiations summary page.1 How do I view the responses I have received? 1. The Quote/Bid History page displays the responses the negotiation has received. click the number link in the Quote/Bid column. From the Your Negotiations at a Glance section of the Negotiations Home page. an RFQ/auction cannot be awarded until it is unlocked. select Unlock from the Actions menu and click Go. click "Return to Negotiation Summary. In addition. 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). you can make your award decisions.3 What are the different methods I can use when performing awards? Once you have closed your negotiation and analyzed the responses you received. Note: You will always be able to unlock and unseal an RFQ/auction you have created. The resulting page shows details about the response. 2. To see details about a particular response.Oracle Sourcing Help 2.2 How do I unlock and unseal a sealed RFQ or auction? In a sealed RFQ or auction the buyer cannot see the bids until the RFQ/auction is unlocked. An RFQ/auction can only be unlocked and unsealed after it is closed. On the Confirmation page. click the negotiation number link of the negotiation you wish to see. Select Unseal from the Actions menu and click Go. 4.4. There is an entry for each supplier who has placed a quote/bid in the negotiation. You can divide an individual line among multiple suppliers. Page 124/209 .4. On the negotiation summary page. In addition. You can accept and use the decisions generated by the AutoAward feature." 4. select View Quote/Bid History from the Actions menu and click Go. 2.

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

Oracle Sourcing Help Page 126/209 .

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

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

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

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

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

On the Negotiations Search page. o Create Order Negotiations for which the allocation process is in progress or for which the purchase order creation process has been initiated. 4. you can do an advanced search looking for negotiations with a status of Award). select one of the following Status values and click Go. it can be helpful to review award decisions you have made in the past.11 Can I see information on my negotiations once I have completed awarding them? In many situations. 2. Click the link in the Number column for the negotiation. These negotiations could be taken to a subsequent round of responding or could have their award process initiated. o Closed Negotiations which have been closed. Use this icon to show or hide the detail information for that entry.Oracle Sourcing Help To display the Award Summary page: To use the Award Summary page. select Award Summary from the Actions menu and click Go. To see prior award information: 1. This information is stored and can be viewed even after you have closed. 2.4. you must have closed the negotiation and made some award decisions. On the negotiation summary page. 2. Use the Search Negotiations fields at the top of the Negotiations Home page to perform an Advanced Search. Locate the negotiation whose business you have awarded (note that from the Negotiations Home page. awarded and completed the negotiation. 3.icon in the Details column. From the list of search results. For each entry in the table. o Completed The award process is completed and a purchase order has been requested or a purchase order has not been requested. 3. you can use the subtabs to toggle between the Supplier and the Line views. 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). there is a triangular +/. 1. Page 135/209 . On the Award Summary page. click the number link for the negotiation to see the details.

Oracle Sourcing Help 2. click the link to return to the negotiation summary page. To generate a purchase order document: 1. you return to the negotiation summary page to complete the award process and generate a purchase order document. so you may wish not to notify suppliers until a later date when the purchase document is fully approved). On the Create Purchase Order page. you can use an Acceptance Level value of Document and Signature to perform contract binding. You can see you award information by clicking the link under the Details column (or by clicking "Show All Details"). On the award Confirmation page. On the 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. See What is contract binding? for more information. If you have an approval procedure set up in Oracle Purchasing. Choose an Acceptance Level from the drop-down menu. On the Complete Award page. To complete the award process: 1. 3. On the Review and Submit Complete Award page.4. Select Complete Award from the Actions menu and click Go. The Confirmation page informs you that the award is complete. 5. 2. 2. Page 136/209 . specify the start and end effective dates. 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). 4.12 How do I generate a purchase order document? Once you have saved your award decisions. you can obtain information on the supplier to whom you awarded business. 4. Click Submit. In you are creating a blanket purchasing agreement. you can choose whether or not to create a purchase order document. 3. 5. click Initiate Approval to begin approval for this purchasing document. If Oracle Procurement Contracts is installed and licensed. 6. click Submit if you wish to complete the award process.

This option uses Workflow notifications to obtain signatures online. Document and Signature You and the supplier must sign the document to indicate acceptance. Searches are conducted using a search criteria and one of that criteria's search value. 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. 2. Document Only Suppliers are required to accept the entire document.Oracle Sourcing Help 2. you are sent a notification requesting your acceptance as well. you can require that the supplier sign and accept the document. it is ready for execution. If you require acceptance. Suppliers can use iSupplier Portal to accept the document or can request that you enter acceptance on their behalf. If the supplier accepts the document.5 2. use the search tips below.4. you can use the wild card (%) as necessary The search process varies depending on what you are searching for.13 What is contract binding? If Oracle Procurement Contracts is implemented. Once the negotiation is closed for responses. Document or Shipment Supplier can accept the document or individual lines. Page 137/209 . You can optionally indicate whether acceptance is required for the resulting purchase order document. you have the choice of four levels: None No acceptance is required. A notification is sent to the supplier requesting a signature to indicate acceptance after the purchase order is approved by any internal approvers. or finding reusable invitation lists to apply when creating a negotiation. To save time and perform accurate searches. In most cases when specifying a search value. When you are creating the purchase order document.5. Once both you and the supplier have accepted the purchase document.1 Searching How do I search for information on Oracle Sourcing? There are many times when using Oracle Sourcing that you need to search for information. you can award business to selected suppliers and subsequently initiate the purchase order/contract creation. Some examples include searching for negotiations in which to participate.

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

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

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

you can search for all lists that contain a particular list entry.1. You are returned to the negotiation creation page with your new address appearing in the address field. Page 141/209 . This includes addresses such as Bill-To and Ship-To. To search and apply a list: 1. Such lists include lists of item attributes or price elements.5. %. For each list.1. The Search Results display shows all addresses that matched your search criteria. Additionally. 2.6 Searching for addresses: While creating negotiations. Click the flashlight icon next to the address field. you can search for all price element lists that contain a particular price element. or the search wildcard. The search value can be an address name. you may need to change the default to a different address. Enter as many search values as required to efficiently qualify your search. The system performs a begins with search using any search values you entered. 3. select the list and click the appropriate links or buttons to process the list if necessary and to apply it to your negotiation. If you do not know the beginning of the name. you can search using multiple criteria. Click Go. a search on b% returns both Beijing and Brussels. however.7 Searching for lists When creating a negotiation. 2. For example. For example. From the Search Results display. enter a search value in the Search field and click Go. click the link to apply a predefined list. On the Search and Select page. a search on br% returns only Brussels.5. Find the correct address and click Select. a search on %Boston might return North Boston as a billing address. To search for and select a different address: 1.Oracle Sourcing Help 2. there are many predefined lists which you can apply to your negotiation to save time and standardize your sourcing practices. 2. such as the percent sign (%). a partial name. use a wildcard. 3. many attributes default according to the organization you select. In some cases. On the negotiation creation page. For example. most lists allow you to search by the list name and/or words in the list description.

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

1 Introduction to Sourcing Intelligence What is Sourcing Intelligence? Sourcing Intelligence provides all the analytic and transactional reporting for your Sourcing application. see "How do I run the reports?" Notes: Note the following when generating and evaluating report information o o o Any report displaying calculated amounts does not include any RFI amounts. Identify negotiation opportunities. You can view the reports online. the report shows the total amount generated by each sourcing transaction. To run the Awards by Supplier report. If Current Price is not available. Amounts do not include lines where award quantity and award amount are unspecified. savings is zero. Sourcing Intelligence promotes the increased efficiency by enabling visibility and analysis of system transactions. Sourcing Buyer Intelligence Reports 4.1. as well as the total amount awarded to this supplier. 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.2. Page 143/209 .1 4.Oracle Sourcing Help 4.1.2 What are the Sourcing Intelligence reports I can generate? You can generate any of the following Sourcing Intelligence reports: 4. See "How do I export report data to a spreadsheet?" 4.1. You can use Sourcing Intelligence to: Track trends of purchases over time.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). For each supplier. Identify potential savings opportunities. 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. You can sort the report by clicking on the any of the underlined column headings.type (bid or quote). View summary reports that allow additional details. Savings is calculated by taking the difference between Current Price and Award Price and multiplying it by the Award Quantity.

1) report for the items listed.3 Awarded Bids Detail report What is the Awarded Bids Detail report? The Awarded Bids Detail report displays detailed information about auctions for which business has been awarded. the report reflects only the system-hosted catalog item categories. Any report displaying calculated amounts do not include any RFI amounts.1. Page 144/209 .2. Once you have generated a Savings by Category report. see.2. To run the Savings by Category report. 4. the report reflects only the system-hosted catalog item categories. Savings is calculated by taking the difference between Current Price and Award Price and multiplying the difference by the Award Quantity. select Standard Purchase Order.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. Amounts do not include lines where award quantity and award amount are unspedified. see "How do I run the reports?" Note: For the Auction Outcome report parameter. with the category with the highest productive award appearing first. Any report displaying calculated amounts does not include any RFI amounts. you can generate a Savings by Item (Section 7. If Current Price is not available. You can view the supporting awarded bid by clicking the Auction number or Bid number. savings is zero.Oracle Sourcing Help 4.1. or All Outcomes. To run the Awarded Bids Detail report. The report is sorted by category. Blanket Purchase Agreement. Note the following when generating and evaluating report information: When entering a category search parameter. Section 4.3.1.1. Amounts do not include lines where award quantity and award amount are unspecified.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.2.

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

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

transactions for all currencies. click the Reports tab.Oracle Sourcing Help To view transactions in all currencies: When you view transactions for a selected currency in a report. if you want to view all transactions completed in all currencies.2 Intelligence Reports 4. (Not all reports have all of the following search criteria. o 4. See "How do I export report data to a spreadsheet?" 4. Click Export to Spreadsheet to download the report. On the Negotiations Home page. Suppliers (if available) Select the suppliers of interest using the search icon next to the field. the report shows the total amount generated by each sourcing transaction type (bid or quote). if desired. and click Go.1. 3. If left blank. Enter any search criteria into the appropriate fields. the report defaults to your functional currency. only transactions for that selected currency are displayed. It also gives a breakdown by negotiation type of the total amount of money transacted. To run the Awards by Supplier report. 4. You can sort the report by clicking on the any of the underlined column headings. Currency Select the currency of interest. as well as the total amount awarded to this supplier.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).3.2. see "How do I run the reports?" Page 147/209 . o o Category (if available) Select the category of interest using the search icon next to the field. The Sourcing Reports page displays information on the reports in the system. you can export the report data to a spreadsheet. However.1 How do I run reports? 1. 5. including the selected currency and the currency code. are displayed. Click the link for the report you want to run. click Show Chart (if available) for a graphical representation of the report. In the spreadsheet. Once the report displays.) An asterisk (*) indicates a required field: o *From and Through Date Enter a date range for extracting and summarizing transactions. For each supplier. 2.

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

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

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

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

2. (See Section 5. Find a negotiation in which to participate (See Section 2.Oracle Sourcing Help Creating and managing sourcing events Updating profile information Viewing award decisions Updating profile information 5. (See section 5.1 “How do I access negotiations”). The Notes and Attachments section displays any text messages from the buyer and any attached files.1. 3. the response controls. shipping and billing information. or price breaks associated with it. This includes such information as the time the negotiation. click the negotiation number to access the Negotiation Summary page for the negotiation in which you are interested.1 “How do I monitor negotiations to which I've responded”). Click the negotiation number to access the Negotiation Summary page. pricing.1. Attachments can be viewed by clicking the paperclip icon. use the Search Negotiations fields to access the Active Negotiations page. Submit your response (bid. Page 152/209 .6 “How do I submit a response online”). Alternatively.2. 2. The Negotiation Summary page displays all the current information for this negotiation.1. Under Open Invitations. you can view information on the item attributes by clicking the "View" link under the Details column. Monitor the action in the negotiation in which you are participating. price elements. To respond to a negotiation you must: 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. or quote). detailed item information.4.3 How do I respond to a negotiation? Suppliers can respond to public negotiations and private negotiations to which they have been invited.4 How do I view the details of a negotiation before placing a response? 1. 5. If the item has attributes.

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

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

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

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

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

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

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

500 bid in an auction with a proxy bid decrement amount of $100. you can enter your proxy bid information in the appropriate fields on the Create Bid page. For example.Oracle Sourcing Help To activate proxy bidding: When you place a bid on an auction. and a $3. Use numbers. you must provide the following information: Note: If at any time you wish to change your proxy bid information. Proxy Minimum Bid You must enter the lowest price you are willing to proxy bid for any auction item. Bid manually on the itemContinue bidding on the item by submitting bids manually. then enter a proxy minimum bid only for those items on which you want to proxy bid. Discontinue bidding on the item Page 160/209 . the system will continue to automatically rebid (by the proxy bid decrement amount you specify) until your proxy minimum bid price is met. You cannot enter different proxy bid decrement amounts for each item.75.400 bid is subsequently submitted. Then submit the bid as normal. the system will automatically submit a proxy bid of $3. you cannot change this amount unless the minimum amount is met in the auction bidding or you cancel the proxy bidding on the item. Your proxy bid decrement amount will be applied to the current winning bid in the auction.300 on your behalf. Note: After you have submitted your proxy minimum bid amount. you can cancel your proxy bid and submit a new bid with the updated proxy information. To submit a proxy bid for any auction item. If the bidding on an auction item in which your proxy bidding drops below your proxy bid minimum amount. you can proxy bid on all or selected items. if you have submitted a $3. Enter your proxy bid decrement amount. Whenever your bid price is exceeded by a competing bid price. You can then do any of the following: Enable another round of proxy bidding for the item Enter new proxy bid information. not your own current bid. 10. You can also change the proxy bid minimum amounts. You can change your proxy bid decrement if all items on the bid do not have proxy enabled. Proxy Bid Decrement You must enter the exact amount by which you want each of your proxy bids to decrease. automatic proxy bidding is discontinued. The Proxy Bid Decrement field will indicate whether you can enter the amount as a percentage or monetary amount (this is determined by the buyer). When bidding on an auction that contains more than one item. for example.

When the Rebid page appears. it can be allowed to run to conclusion. Cancelling proxy bidding In most cases. 2. Power bidding cannot be used if any of the auction items contain price elements. In both these cases. the promise date offered by the bidder may need to be updated due to unforeseen situations at the time the proxy was begun. the bidder may wish to halt the proxy bidding to update bid information. To view the details of your current bid. When you use power bid.1. once proxy bidding has been initiated. For example. The bidder specifies the amount of the price decrement (expressed as a percentage or a flat price reduction) and the minimum price to offer. 3. 1. Page 161/209 . Usually. click the Response number link. proxy bidding in suspended. the bidder may wish to update the non-price related information to improve the price to total score ratio. However.12 What is power bid? Power bid allows you to expedite your rebidding when you have bid on several items in the same auction. To cancel proxy bidding.11 How do I turn off proxy bidding? Proxy bidding allows a bidder to have the system automatically rebid whenever a competing bid is received. The Cancel Proxy Bidding page shows all line items for which you have proxy bidding enabled. and click Cancel All Proxies. you can monitor its progress by locating the negotiation number under Your Active and Draft Responses section of the Negotiations Home page. Select the items for which you wish to disable proxy bidding. continue entering your new bid information (including new proxy specifications if desired). 5. Click Create Bid to create a new bid. The Cancel Proxy Bidding page redisplays without the line item(s) for which you just disabled proxy bidding (you can choose to retain proxy bidding on some line items but not others) 4. click Create Bid. Or in a multiattribute weighted negotiation. On the Rebid page. click Cancel Proxy at the bottom of the page. this happens when the bidder needs to update bid information.1. the system will continue to rebid at lower prices until the bidder's minimum bid price is reached. there may be certain instances in which the bidder needs to end proxy bidding early. Once enabled.Oracle Sourcing Help 5. all of your bids (losing and winning) in an auction are improved by the percentage you enter in the Power Bid field. To continue placing a new bid. Once you have placed a bid using proxy bidding. At this point.

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

5. On the negotiation Details page.1. Click Import. or the invitation lists.1. your prior response is carried over to the new round.Oracle Sourcing Help 7. After you have located the negotiation in which you wish to participate. you can continue placing your re Page 163/209 . 2.15 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. use your Back button. If the buyer has updated an item for the new round. Browse to the location where you saved your spreadsheet file. you can easily identify the updated information by clicking View New Round Summary. If you need to make changes. The Bid Confirmation/Quote Confirmation page displays your bid number. The system will validate the response information you entered in your spreadsheet. Verify the details of your quote or bid. 3. Access the negotiation on which you wish to rebid. 8. If the item is unchanged from the previous round. If correct. Once you have displayed the new negotiation. click Create Quote/Bid.14 How do I rebid on an RFQ or auction? 1. 9. Once the buyer has published the updated RFQ/Auction. notifications are sent to the original and any newly added participants. the initial round might have been simply for information gathering purposes. Quote/Bid controls. The Multi-Round Modifications Summary page shows you negotiation information that has been updated since the previous round. If the negotiation is an RFQ. you will need to respond to that item again. Click Submit. 4. you can respond with your new Quote/Bid. or the buyer may decide to change negotiation criteria such as terms and conditions. click Submit. After you have analyzed the updated negotiation information. You respond to a second-round negotiation the same way as to the initial negotiation. On the Review Quote/Bid page. There are several reasons why this might happen. On the Rebid/Requote page. Click the response link to access the Details page. enter your new bid information and click Continue. 5. check your response information.

16 Why would a negotiation have special terms and conditions? Your buying company can include customized terms and conditions that govern its negotiations. click Accept. If you do not accept the negotiation's terms and conditions. You are informed that the negotiation has amendments and are prompted to acknowledge them. To respond to a negotiation that was amended after your first response: 1. you must review and acknowledge each one. You will not be allowed to enter a response in the negotiation. 1. 5. then continue entering your response. the next time you access the system the status of your initial response will have been changed to Resubmission Required in the Your Active and Draft Responses section of the Negotiations Home page. To respond to a negotiation that was amended before your first response: If the amendment was made prior to your first access. you must review and acknowledge the amendments and place a new response. Select the negotiation and click Respond. click Cancel.Oracle Sourcing Help 5. review the document information. Page 164/209 . Click Yes. If you placed a response before the amendment was made. Once you have acknowledged all the amendments.17 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. 6. you must have reviewed all the amendments and placed a response to the latest one. Review the negotiation's terms and conditions. When you respond to such a negotiation.1. On the Acknowledge Amendment page. Once a document has been amended. you will only be able to respond to the amended version. click the checkbox and then click Acknowledge. 3. Search for the negotiation. If there are multiple amendments. these terms and conditions are presented before you enter the details of your response. 4. 2.1. To be eligible for an award decision. Such updates are called amendments. you can continue to respond to the negotiation normally. 5.

1. Click the Update icon. which you must review and acknowledge. Click the negotiation number link to view the original negotiation and its updates. 1. you must acknowledge that you have viewed the amendment and placed a new response. 5. If Oracle Procurement Contracts is implemented by the buying organization. you are presented the first amendment. To be considered for an award decision. 9.Oracle Sourcing Help 2. and you must respond to these deliverables before their dates expire. Click "View Amendment History" to see the changes made to the original negotiation. 8. 4. and then click the checkbox acknowledging you have reviewed the amendment. Click Acknowledge. Each deliverable has a due date. 7. On the Acknowledge Amendment page. 3. you can place a new response on the negotiation. Click Acknowledge Amendment. The amended versions are suffixed with an incrementing counter. the responsible party failed to perform the deliverable. 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. Click the suffixed number links to see the different versions of the sourcing document. Review the information. Page 165/209 . 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. The negotiation summary page shows the original version of the negotiation. 6. This includes responses to any contract terms the buyer has defined. 5.18 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. You are presented any additional amendments. the due date for completion of that deliverable has passed and that deliverable is late. 2. If there is an exclamation point icon in the Alert column. Once you have completed the tasks outlined in the deliverable. The currently active version has the highest number and is the first entry in the table. If there are deliverables. The Review Changes page identifies the information that has changed. they will be listed in the Deliverables section. If there is an X icon in the Alert column. you respond to the deliverable and update its status. there may be deliverables to which you must respond. The Amendment History page has entries for the original negotiation and any subsequently amended versions. Contract terms are displayed in the Contract Terms section of the page. Once you have acknowledged all the amendments.

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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Page 170/209 .6 What information is contained on the Rejected Items page? The Rejected Items page shows you all items to which you responded but were not awarded by the buyer. Your Response Number The number you assigned your response. Response Price The price at which you offered to sell the item. or Buyer's Auction Item Description Description of the negotiation item. The Rejected Items page shows: Response Number The number assigned to your response by the system. participants can communicate with each other by entering into an ongoing conversation called an online discussion. Promise Date The date by which you promised to deliver the item.2. 5.7 How do buyers and suppliers communicate while a negotiation is in progress? There may be times when buyers and suppliers need to contact each other directly for additional information or clarification. Response Quantity The number of item units you offered to sell the buyer. Reason Any message provided by the buyer explaining why the item was not awarded. Negotiation Number The number assigned the negotiation by the system.Oracle Sourcing Help 5.2. Once a negotiation has been published. The Rejected Items page allows you to drill down into detailed information about the negotiation and your response to it. if any.| Type The type of negotiation: RFQ.

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

At this point. the system will continue to rebid at lower prices until the bidder's minimum bid price is reached. In both these cases. Page 172/209 . For example. Or in a multiattribute weighted negotiation. the promise date offered by the bidder may need to be updated due to unforeseen situations at the time the proxy was begun. Note that the rules vary depending on the style of negotiation.Oracle Sourcing Help Online Conversation Participants Messaging Capabilities The table below details the rules governing the messaging capabilities of the negotiation creator and the respondents. Negotiation Style Negotiation Respond to Creator Can Negotiation Respondents Can Respond to Creator only Creator only All respondents Open Negotiation One or more respondents Blind Negotiation One or more respondents Sealed Negotiation All respondents 5. The bidder specifies the amount of the price decrement (expressed as a percentage or a flat price reduction) and the minimum price to offer. there may be certain instances in which the bidder needs to end proxy bidding early. this happens when the bidder needs to update bid information. However.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. proxy bidding in suspended. Once enabled. it can be allowed to run to conclusion. the bidder may wish to halt the proxy bidding to update bid information. once proxy bidding has been initiated.2. Usually. Canceling proxy bidding In most cases.

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

On the negotiation summary page. review the document information. 2. 4. On the Negotiations Home page. you must have reviewed all the amendments and placed a response to the latest one. search for the negotiation you wish to print by clicking the Negotiation Number link. 5. When the prompt box appears.Oracle Sourcing Help To print a negotiation (for suppliers): 1. Page 174/209 . Click Preview Contract Terms. If there are multiple amendments. you will only be able to respond to the amended version. 6. 1. Click Yes. On the Negotiations Homepage. When the prompt box appears. Select the negotiation and click Respond. 2. You are informed that the negotiation has amendments and are prompted to acknowledge them. 4. open and inspect the print directly or save it to a location and review the document locally. Such updates are called amendments. 3. select Print Document from the Actions menu. click the checkbox and then click Acknowledge. the buyer may need to update some of the information defined in the sourcing document. 5. Search for the negotiation. 3. you can continue to respond to the negotiation normally. Click the Contract Terms link in the navigation bar.2.10 How do I respond to an amendment to a sourcing document? After publishing a negotiation. 2. or save it to a location on your machine and review the document there To print contract terms only: 1. To be eligible for an award decision. Once you have acknowledged all the amendments. you must review and acknowledge each one. Once a document has been amended. 3. To respond to a negotiation that was amended before your first response: If the amendment was made prior to your first access. search for the negotiation for which you wish to print the contract terms by clicking the negotiation number link. open and inspect the print directly. On the Acknowledge Amendment page. you must review and acknowledge the amendments and place a new response.

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

Oracle Sourcing Help

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

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

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

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

5.3 Searching
5.3.1 How do I search for negotiations?

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

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

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

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

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

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

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

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

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

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

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

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or multibyte languages (such as Chinese). buttons. If you receive a Task Access Restriction message.6 What if I have problems uploading files? Check the online Help about errors or failures. you should contact your system administrator to request additional function assignments. Your system administrator controls function security by creating a Responsibility consisting of different functions. the steps you performed that led to the problem. may time out before the system receives the file. particularly for large files. the connection. and apply only when you have selected "blanket purchase agreement" as the auction outcome. Note: Depending on how the system is set up. and (for bulk load jobs only) the job number. try placing the file in a WinZip file to reduce the file size or using a faster connection to the system. button. If the feature in which you are uploading allows.5 Whom should I contact about technical difficulties? If you experience technical difficulties with this system you should contact your system administrator. or if you cannot view or access a specific page. Total Agreement Amount Page 180/209 . 6. or if your upload does not complete. or other feature. task bar option.2 Glossary A Agreement Terms (Blanket Purchase Agreement only) Agreement terms are optional. Users who are associated with this responsibility can access and perform specific features. If you are using a slow dial-up connection. some browsers will not upload files or browse directories whose names contain language-specific marks such as accents or umlauts. If you still cannot determine the cause of an error or failure. 6.1.Oracle Sourcing Help 6.1. Your Sourcing responsibility assignments determine which features you can use. note the error text if any. link. links. or task bar options? All system features are controlled by function security and your userid. 6.1. 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. Then contact your system administrator.4 Why can't I access some pages.

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

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

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

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

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

You can enter either a straight amount or a percentage by which bids must improve. bid decrement = 20% Bidder B's original bid = $1. Note: A bid decrement amount will always be applied to a bidder's current bid price. If you specify your bid decrement amount as a percentage. bid decrement = $100 Bidder A's original bid = $1.000 Bidder B's second bid = $800 Bidder B's third bid = $600 Minimum Release Amount Page 186/209 . M Minimum Bid Decrement The minimum amount by which bids must decrease This is set in the auction's bid controls. but will be applied to the bidder's current bid price. Line Types A negotiation line item's line type determines whether the line item refers to goods or services (other line types can also be defined).000 Bidder A's second bid = $900 Bidder A's third bid = $800 Auction #2234.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). the decrement percentage will be calculated based on a bidder's original bid price. For example: Auction #1234.

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

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

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

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

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

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

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

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

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

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). Inc. Copyright 2000 Three D Graphics.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.1. savings is zero. as well as the total amount awarded to this supplier. Page 196/209 . You can sort the report by clicking on the any of the underlined column headings To run the Awards by Supplier report. For each supplier.Oracle Sourcing Help 7. the report shows the total amount generated by each sourcing transaction.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. Appendix 7.3.type (bid or quote). If Current Price is not available. Savings is calculated by taking the difference between Current Price and Award Price and multiplying it by the Award Quantity.1. Inc. 7. Amounts do not include lines where award quantity and award amount are unspedified. see Section 4.

To run the Awarded Bids Detail report.Oracle Sourcing Help 7. or All Outcomes. If Current Price is not available. Note the following when generating and evaluating report information: When entering a category search parameter. Amounts do not include lines where award quantity and award amount are unspedified. Page 197/209 . the report reflects only the system-hosted catalog item categories. Blanket Purchase Agreement.1. Savings is calculated by taking the difference between Current Price and Award Price and multiplying the difference by the Award Quantity. For each supplier. You click the category to obtain a list of items within that category and how much revenue you have received off that item. the report shows the total amount paid to this supplier. Any report displaying calculated amounts do not include any RFI amounts. 7.3 What is the Awarded Bids Detail report? The Awarded Bids Detail report displays detailed information about auctions for which business has been awarded. select Standard Purchase Order. To run the Savings by Item report. Any report displaying calculated amounts do not include any RFI amounts. Amounts do not include lines where award quantity and award amount are unspecified. If Current Price is not available. you can further drill down into the categories and display how much you have generated by item within that category. see "How do I run the reports?" Note: For the Auction Outcome report parameter. savings is zero. Savings is calculated by taking the difference between Current Price and Award Price and multiplying the difference by the Award Quantity.1. see "How do I run the reports?" Note the following when generating and evaluating report information o o o o When entering a category search parameter.2 What is the Savings by Item report? Once you have the Savings by Category report generated. the report reflects only the system-hosted catalog item categories. You can view the supporting awarded bid by clicking the Auction number or Bid number. savings is zero.

Amounts do not include lines where award quantity and award amount are unspedified. savings is zero. see "How do I run the reports?" Note: For the Auction Outcome report parameter. 7.2 Reusable Attribute Lists 7. To run the Awarded Quotes report. click either Create Header Attribute List or Create Line Attribute List . or All Outcomes.Oracle Sourcing Help 7. 3. Attribute lists are named groups of line attributes (line characteristics) that applies to a line in a negotiation. On the Reusable Attribute Lists 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. select Standard Purchase Order.1. Click "Attribute" under the Reusable Lists area of Quick Links on the Negotiations Home page . the attributes on the list will apply to all lines added to a negotiation created with that template (though the buyer who is using the template can edit and remove attributes as appropriate). You can view individual quote details by clicking the quote number. On the Create Header Atttribute List/Create Line Attribute List page. If you include an attribute list in a negotiation template. To create an attribute list: 1. the report reflects only the system-hosted catalog item categories. 2. Page 198/209 . Buyer cannot create inactive lists . If Current Price is not available. Note the following when generating and evaluating report information: o o o o When entering a category search parameter. enter a name and description of your list and select a status. Active lists are available for use by buyers during negotiation creation. Any report displaying calculated amounts do not include any RFI amounts. Savings is calculated by taking the difference between Current Price and Award Price and multiplying the difference by the Award Quantity. Blanket Purchase Agreement.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.

You define the following defaults: Enable weights If you click this checkbox. Note: The settings you specify here apply to all header attributes.3 What are score settings and how do I use them with header attributes? While defining your negotiation header. You can enter a number that represents the highest number that can be entered for any header attribute. it only applies to new attributes. Knowing such information provides you with a better understanding of the Page 199/209 . Complete the required attribute fields. You use this column to weight this attribute in relation to all the other header attributes. Default maximum score. If you change the max score. Click Submit 7. Click Add Another Row and continuing defining attributes until you have finished entering attributes. you can choose to also define header attributes.3.1 What are header attributes and how do I use them? You can define header attributes that apply at the negotiation level. This is the default value that appears throughout the negotiation for a particular attribute unless you change that attribute's default. Weights are used along with the scores you enter during the analysis phase of the negotiation. and financial visibility. to calculate the value for a supplier's response to this attribute. a Weight column appears in the Attributes section in addition to the other attribute columns.Oracle Sourcing Help 4. Select Scoring Settings above the Attributes table to define the defaults that will be used for your header attributes. 7. Display scoring criteria to suppliers Select this checkbox to allow suppliers to see the criteria you will use when scoring their responses. See How do I score header attributes? for details on how weighted scores are used. Weighted scores for all header attributes are added together to give the total score for a response. These attributes often solicit information about the supplier. personnel qualification. 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.

The currency is always defaults to the functional currency for your organization and is display only. When you view the responses you have received. you must identify all possible responses and assign a score to each while you are defining your negotiation. you define the maximum value that can be assigned to the attribute (and possibly its weight if weights are being used). If you select the "Allow responses in other currencies" option. See How do I score header attributes? for more information on the use of header attributes. you must enter the business terms and conditions that will govern the negotiation. With header attributes. After you have entered your description.4 How do I enter business terms and conditions for my RFxs and auctions? Whether you create a new RFI/RFQ or auction or edit a draft. 7. * Price Precision Page 200/209 . See How do I score header attributes? for an explanation on entering score values and how a header attribute's score is calculated . you explicitly enter score values. and the system uses the scores you entered (and possible the attribute's weight) to calculate the score for that attribute . Enter the following details (*indicates a required field): RFx/Auction Currency The currency in which you will enter and view all monetary values. Then when making your award decision. Suppliers must include responses to header attributes as well as negotiation lines. click the "Define currency list" link to select the currencies you will accept and enter exchange rates and price precisions for those currencies. See What information must I provide to create my negotiation header? for instructions on creating header attributes. With line attributes. Then at analysis time. You score header attributes differently than line attributes.Oracle Sourcing Help supplier and allows you to make a more informed award decision. click the "Enter Business Terms and Conditions" link to access the Enter Business Terms and Conditions page. you can view the supplier responses and manually assign a score that reflects the desirability of the response. the system will automatically convert them to your default functional currency.

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

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

or discrete costs such as shipping fees. Buyers can specify when they create the auction or RFQ how much they are willing to pay for these additional costs. you can combine them into a price element list. To access an event: 1. rather than searching for them individually. 7. the buyer may create a sourcing event to group together several related RFQs/auctions. Page 203/209 . You apply this element list to your auction or RFQ. Click View Event Negotiations to see details of the sourcing event. 7. In addition. 2. you must respond to each individually. Click the Negotiations tab. hours. Sourcing events help both buyers and suppliers monitor multiple RFQs/auctions as a group rather than individually. 3.6 Why are some RFQs and auctions associated with a sourcing event? In some instances. Select the increment you want from the drop down menu.Oracle Sourcing Help By default. You can also move directly to either the beginning or the end of the negotiation by clicking the appropriate small arrow icon. The Sourcing Super User has this job function by default. then click Auctions or RFQ in the task bar directly below the tabs. Though the RFQs or auctions grouped in a sourcing event are related. Select the event you want to view. or days. Once you create the appropriate price elements. Click the "View All Events" link.7 What are reusable price elements and how do I create them? Price elements allows a buyer to identify additional costs associated with a particular negotiation item. Such costs could include services such as training or consulting. The time values shown across the bottom of the display can help you determine the relative timing of different responses. These costs can then be negotiated between a buyer and supplier just like the item price. events enable suppliers to quickly locate and participate in multiple similar RFQ/Auctions. You can condense or expand the display by controlling its time display increments. and the display is automatically refreshed using the new increments. The display can be shown in minutes. the display begins at the time the negotiation was opened. You must be assigned the Create Price Elements job function to create price elements. Sourcing Buyers may also have been assigned this job function by the system administrator.

a fixed amount for each unit of the item.this code must be unique within all price element codes Price Element Name .how the cost for this price element is determined. 3. Per-Unit .a percentage of the final negotiated item price.Oracle Sourcing Help To create a reusable price element: 1. Description . 7. When you have finished entering.a fixed amount regardless of the number item units.a text description of the price element Pricing Basis . % of Item Price ." 5. From the Sourcing Welcome page. Status . 2. enter information for the following fields: Code . click Done. You can define the same price element to every language installed. You can change the statue to Inactive to prevent the price element from being added to any negotiations. Click "Create Price Element. On the Price Elements page. Please see How do buyers and suppliers communicate while a negotiation is in progress? (See Section 2.8 Can suppliers communicate with each other while a negotiation is in process? This file has been obsolete. 6. You return to the Price Elements page. On the Create Price Element page. 4. click the Auctions or the RFQs tab. select the language for which you are defining the price element.4. Click "Price Elements" under Auction/RFQ Tools.this name must be unique within all price element names. Fixed Amount .9) Page 204/209 .The default status is active.

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

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

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

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

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

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