Oracle Sourcing 11i10 Help Guide[1] | Auction | Http Cookie

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

............... and how do I use them?...........4.. 106 2......... 97 2...............3 Monitoring Negotiations.....3........... and how are they used? ................... 104 2....... 116 2.......................2 Using Oracle Services Procurement and Oracle Procurement Contracts.......................................14 How do I initiate a new round of responding?....................................... 102 2.........................................................3...2 How do I monitor the negotiations I have created? .....................................3............5 How do I use the Graphic Monitor to compare competing quotes or bids for a particular negotiation line?..............3............2.......... 107 2.................3 How do I respond on behalf of suppliers without Internet access?..................... 107 2........................ 114 2..1.........3...................................4................1.............3 Are there any shortcuts available when creating a sourcing document? ........... and how do I use them in my negotiation?.. 86 2..............................3...... 100 2..........................................4......... 103 2........... 93 2................. 98 2......3......... 105 2...........9 How do buyers and suppliers communicate while a negotiation is in progress? ............. 99 2..... 102 2................1............4 What are Your Negotiations at a Glance?......................... 108 2..........3..3 How do I define services related lines?............... 96 2.............. 117 Page 5/209 2............................4 What are contract terms and conditions................................ 84 2............... 110 2........6 ...... 92 2................4.......... 88 2... 100 2..10 How do collaboration teams work? .......................13 What is shortlisting and how do I use it? ............................1 How do I create a deliverable and use it in a negotiation document?.. and how do I use them?..........3...............8 How do I view the backing information for lines AutoCreated from Oracle Purchasing?.......... 114 2............3....................11 How do I extend a negotiation that is in progress? ...........4 Additional Creation Topics ..1...........Oracle Sourcing Help How do I use price elements? ......11 Who can participate as team members? .........4 Can I create and save sourcing documents without submitting them? .......................... 112 2........4........10 Can I invite additional suppliers to a negotiation I've already created? .1..........................1. 109 2...................................6 How do I download the responses I have received? ....................................1..............................5 2. 96 2...... 105 2.........1 What are some negotiations strategies I can use? ............... 103 2......4......... 106 2..4....13 What are global agreements......................................12 How do security levels work? ....................2...................................... 84 What are Reusable Price Element Lists.................... 98 2... and how do I use them in my negotiation?..........2...................1....................3..........3.2 What kind of services can I negotiate for?....1...................3.....................1...........................4................9 What are amount based line types........8 What are price breaks.... 91 2................1....2 What is a sourcing event? .....................3.......................... 115 2.............4................. and how do I use them?......................... 95 2....................................7 How do I analyze the responses I have received?.............................................1. 88 2.........................................................5 How do I create a deliverable and use it in a negotiation document?.........3.............12 How do I change my auction's AutoExtend settings while the auction is in progress?...7 What are price breaks...................................................3.........1 How do I access negotiations? .................................................. and how do I create and use them? .4..................................................1.........................2...1.4.......................4.......4....7 What are contract terms and conditions.......................................6 How do I copy a sourcing document?.................................................3.1..1......1..

.. 131 2.............1 How do I search for information on Oracle Sourcing? ..........................5 How do I download the responses I have received? ......2 What are the Sourcing Intelligence reports I can generate?.... 124 2.1...........4....5.................6 Searching for addresses:.................................1.. 144 What is the Awarded Bids Detail report? ........9 How do I disqualify responses I receive for an RFI.......4.............................................................. 139 2...................4 Awarding Negotiations ........................ 147 4.......1 Awards by Supplier report .............................. 129 2...................................... 142 3........... or auction? ..1.....1...............................................4 Searching for suppliers:...3 Awarded Bids Detail report .......................3......1........................ 137 2................. 139 2.. 127 2................................2 Savings by Category report................ 145 4..............2 Searching for all negotiations to which you have access:......2 What is the Savings by Category report?.......18 How do I print information on my negotiation? ....2.....1 Searching for your negotiations in which you are participating: .....5........ 135 2.................1 How do I run reports? ................ 143 4.....15 ..1......................................... 143 4.......... 128 2....4................. 122 2.......... My Profile ......1............3............ 141 2...............................................................................2 Intelligence Reports ... 147 4........................2. 120 2..... 140 2...........................1................................. 120 2....4 Awarded Quotes report ............................4...... 124 2...........................13 What is contract binding?............3......1.....3 How do I export data to a spreadsheet? ............3 What are the different methods I can use when performing awards? ...............3................................4..4.....5 Searching............................. 121 2..5....2... 124 2...........................7 Searching for lists...5....................2....1.............4..........................................6 How do I manually score header attributes? .............1 What is Sourcing Intelligence? .16 How do I cancel a negotiation?....................1..4..1......................... 144 4................... 142 4......................... Sourcing Buyer Intelligence Reports..........4......1......... 137 2.......................7 How do I use a spreadsheet to award negotiation items?............. 136 2...................2 How do I unlock and unseal a sealed RFQ or auction? ..................... 133 2...................10 What information is contained on the Award Summary page? ...2.............................. 123 2...........................1 How do I update my Sourcing personal options? ................. 147 4................ 137 2..1...........................2........................ 143 4............................................. 145 What is the Awarded Quotes report? .........1 What is the Awards by Supplier report? ............4 How do I award business in an RFQ or auction?................... 143 4............ 120 2.......4............1 How do I view the responses I have received? .....5 Searching for lines and categories.............. 133 2...................................17 How do I create an amendment to a negotiation? .......3....... 143 4...............................................12 How do I generate a purchase order document? ..........................Oracle Sourcing Help How do I close a negotiation before its scheduled close date and time?...... 141 3...... 124 2.......................................... RFQ..............5.......20 How do I manage deliverables I have assigned to a negotiation?....... 138 2.. 138 2.........................1.....8 How do I allocate backing requisitions among awarded items? ....5......................................................................................3...................1 Introduction to Sourcing Intelligence....................................................................................................................................19 How do I view the approval history for my negotiation? .5.................................................................................3... 145 4............................................4..............5........... 144 4...................4.................3 Searching for draft negotiations ...11 Can I see information on my negotiations once I have completed awarding them? ......... 148 Page 6/209 2..................................4...................... 130 2..............

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

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

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

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

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

Prices are established based on actual supply and demand at the time the negotiation is transacted. but on lead times.2 “Glossary”) Terms and Conditions enforcement (See Section 5. requests for information (RFIs).16 “Why would a negotiation have special terms and conditions?”) RFIs Oracle Sourcing allows buyers to qualify a wide group of suppliers and their products and services using RFIs.1 “How do I create an attribute list?”) Reusable Invitation Lists (See Section 2.Oracle Sourcing Help 1.1.1 Frequently Asked Questions: Oracle Sourcing 1.2.2. “How do I create and edit negotiation templates?”) and Copy features (See Section 2. and item-specific attributes. can bypass intermediaries and establish relationships that might not have been possible using more traditional methods of buying and selling.3. and buyer's auctions.2 Getting Started with Oracle Sourcing 1. The four different types of sourcing documents available .1.2. Buyers use real-time interaction to obtain information on suppliers' products and services.1. Page 12/209 .1.1 What is Oracle Sourcing? Oracle Sourcing offers flexible negotiation capabilities to buyers and sellers.2. Buyers and sellers.1.4 “How do I create and edit a reusable invitation list”) Sourcing Template (See Section 2.7 “Can I accept responses in multiple currencies”) Multiple Language support Notes and Attachments (See Chapter 6.4. and then use that information to create negotiations that drive prices based not only on price. who might never meet face-to-face. enabling them to efficiently obtain the best possible prices for goods and services.1. Buyers can use the information obtained to subsequently conduct an RFQ or buyer's auction.2.requests for quotations (RFQs). quantity. Common Functionality All sourcing document types have the following common functionality to simplify the negotiation creation process: Reusable Attribute Lists (See Appendix 7.1.6 “How do I copy a sourcing document”) Multiple Currency support (See Section 2.

amend the supplier list and submit a modified RFQ for subsequent rounds of quoting.2 Glossary) RFQs. Suppliers are not allowed to see competitive quotes while the RFQ is in progress. and sealed auction styles (See Chapter 6. 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 RFQs Negotiations supports the full RFQ business process. blind. Buyers usually review the received quotes. although the close time can be changed manually or extended automatically based on last minute bids. Auctions last for a set period of time. Auctions enable buyers to solicit bids for goods and services that are clearly defined. Negotiations supports blind and sealed (See Chapter 6.2 “Glossary”). Page 13/209 . Your specific needs may dictate that you use a negotiation type that has not been specifically recommended for the scenarios listed below. Auctions Auctions supports the complete auction process from auction creation to final award to purchase order generation. Guidelines for choosing a negotiation type Use the following table to determine which type of negotiation best suits your business needs. 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. The process can last from days to weeks. such as office furniture or memory chips. These recommendations should only be used as guidelines. typically a matter of a few hours. Auctions supports open. Auctions are typically focused on creating competition between sellers.

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 .

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

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

15) Buyers can manually extend an RFI or close an RFI earlier than the scheduled close date.1.10) Price Elements Attribute Based Bidding (See Section (See Section 5.4. Multiple If allowed by bidders may multiple bids.1.4.1.1.4.10) Bidding (See Power Bidding (See Section 5. Manual Extend/Early Close (See Sections 2.3. and invitation list are copied into a new document which you can edit if necessary. submit Other Proxy Bidding (See Attribute Based Section 5.8) Section 5.1. The details of the document such as the controls.1. have previously created.15) scheduled close Minimum Bid date.3 What time saving functions are available to me when creating negotiations? There are many ways you can streamline the creation of sourcing documents: Copying an existing document You can copy documents that you.8) RFIs use item attributes to solicit item information from suppliers.1.2) Information obtained during the RFI can be used to create a new negotiation document. Decrement/Increment (See Section 2. Page 17/209 .1.1.11) Price Breaks (See Section Price Breaks (See Section 2.4.Oracle Sourcing Help Attribute Based Bidding (See Section 5.8) 5.1. Multiple Quotes The RFQ business process allows suppliers to submit a single quote per round.7) 1.4.7) 2.8) Price Elements (See Manual Section 5. or any other users in your organization.11) an RFQ or close an RFQ earlier Early Close (See Section than the 2.3.1. terms and conditions. Convert to negotiation document (See Section 2.11) 2. Bids buyer.2.1.4.11/2.1.11) Buyers can Manual Extend (See manually extend Section 2.1.8) Extend/Early Close (See AutoExtend (See Section Section 2. item information.

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

1.7 I just saved a negotiation as a draft document. quantity. 1. Suppliers reply to the item attribute.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.2.2. these lists are shared across all document types and can be accessed by the buyer as required. or display only. How do I continue working on it? You can continue working on a document saved as a draft by After clicking Save Draft." Alternatively. When creating an RFI. These attributes represent important aspects of the item for which the buyers need information from their suppliers.1. The document is released when Page 19/209 . Item attributes and their responses comprise the heart of the RFI process. that allow bidders/suppliers not only to respond to the price. From this page. you can click "Manage Draft Negotiations" to access the Manage Draft Negotiations page.Oracle Sourcing Help 1. optional. ensuring that only one user can work on a draft at any time. Depending on the setting chosen during the negotiation creation. you can click "Continue editing your draft.1. in essence "answering" the buyer's question. and delivery.1. called item attributes. buyers define attributes for negotiation items.6 What is attribute based negotiation and how can I use it? Attribute based negotiations enable buyers to define multiple item-specific characteristics. You are granted exclusive control until you release it. these attributes can be either required.2. From this page you can access and edit any of your draft negotiations.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.4 Who can utilize the spreadsheet functionality? Both buyers and suppliers can utilize the spreadsheet functionality to save time when creating or Quoting/Bidding on multi-line item negotiations. 1. 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.2. but also to other features salient to each item. 1. you see the Confirmation page.5 Are reusable invitation lists and reusable attribute lists shared across all three negotiation types? Yes.1.2.

It is removed from the system. (Users with the appropriate function security. If you wish to create a draft for a new round.9 What is the minimum information I need to enter before I can save a draft negotiation? Enter the information required for Step 1 of the creation process. 1. making it available for award.2.) 1.1.2. 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. Negotiations with Round Completed are not available for awarding. What are the differences? You can create RFQs and auctions in both Oracle Purchasing and Oracle Sourcing.1.10 If I have saved a draft of a new Quoting/Bidding round. 1.12 I know I can create RFQs and auctions in both Oracle Purchasing and Oracle Sourcing. The system automatically updates the status of the previous round to Closed. you are not required to enter any information.1.2. You submit it (the draft becomes a valid negotiation in the system).) Another user removes the lock. such as the Sourcing Super User.Oracle Sourcing Help You save it. the system automatically updates the status of the previous round to Round Completed. You can save an negotiation as a draft as soon as you get to Step 2. (The original creator can always unlock a draft.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. You delete it from the Manage Draft Negotiations page. However.1. The information from the previous round is enough to save a draft. The draft creator selects the draft and clicks Unlock on the Manage Draft Negotiations page. Each has its own benefits: Page 20/209 . you can delete the draft for the new round from the Manage Draft Negotiations page. can I award business to quotes/bids from the previous round? Once you save a new round of Quoting/Bidding. can unlock draft auctions/RFQ which were locked by other users.2.

The higher the weight. breaks. the more important the attribute to the item.1.2. As responses are received. quantity. New buyers can then manage the requisitions as needed.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. Each weight assigned to an item attribute is a number between one and 100 that represents the importance of that attribute compared to other item attributes. It then ranks the scores for the same item from different respondents based on a Price to Total Score ratio. 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 old Sourcing negotiation number remains on the requisition line until a buyer creates a new negotiation using the requisition. the more desirable the attribute value or range of values. 1. Scores represent the desirability of that attribute value or range of values compared to other values.1.Oracle Sourcing Help RFQs/auctions in Oracle Sourcing Real time bidding. or need-by date. Page 21/209 . The goal of scoring is to motivate a respondent to respond with quotes/bids most closely matching the desired attribute values. Weights and scores can be assigned to the custom attributes. 1.13 What happens if I cancel a negotiation having backing requisitions in Oracle Purchasing? As soon as you cancel a negotiation with backing requisitions. The higher the score.2. the system calculates a weighted score for each attribute response and a Total Score for the item. Custom attributes having weights and scores are called weighted attributes and require a response. the requisitions become available again to AutoCreate in Oracle Purchasing. Scores are numbers between zero and 100 and are assigned to each possible attribute value or range of values. 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.

item attributes can be scored and weighted. they are allowed to respond in only one currency per response.1. 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. The winning response is decided based on the buyer's definitions of the relative importance of item attributes. the buyer can still award the negotiation to any supplier regardless of the Price to Total Score ratio values. Though suppliers in a multi-currency negotiation can submit responses in several currencies. you can invite these users Page 22/209 . However. quantity. A buyer can view bids plotted on a Price to Total Score graph to assist in analysis of quotes/bids.2. Whenever you view the responses you have received. 1. 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. The lowest ratio receives the highest rank.1.18 How do I invite non-registered supplier contacts to register with the system? If a supplier company has already been defined to your system (using Oracle Purchasing) and you know of any non-registered contacts at the supplier company whom you wish to invite to current or future negotiations.16 What is the difference between Price-Only and Multi-Attribute Weighted Scoring RFQs/auctions? In a price-only negotiation. In other words. delivery dates and attributes of an item. however. The buyer can still award the item regardless of the ratio. the system ranks the supplier only on the basis of price. the negotiation currency defaults to the functional currency defined for your operating unit. you can allow bids or quotes in currencies other than the negotiation currency. it offers the best value for the money.2.2.1. 1. reflected in the Price to Total Score ratio.15 What does the Price to Total Score ratio mean? The Price to Total Score ratio is calculated only for Multi-Attribute Weighted Scoring RFQ/Auctions and is used to rank quotes/bids. In both price-only and Multi-Attribute Weighted Scoring negotiation.Oracle Sourcing Help 1. but it offers the lowest price per point of score. The lowest ratio among competing responses may not offer the lowest price. suppliers can quote/bid on price.1. When you create a new negotiation. To lower the ratio for an item included in a bid. In a Multi-Attribute Weighted Scoring negotiation. 1.17 Can I accept multiple currencies in my negotiation? Yes.2.

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

Invitations are automatically sent to each supplier. 3.20 What is the purpose of notifications? Who receives them and when? Notifications are used to communicate specific events to users. From the Portal page.1. Click Register. acknowledge intent. On the Register an External User page." 2. You receive a confirmation that the new user has been registered. 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. click "Register a Supplier User. a buyer with the appropriate authorization can add the company to your Supplier Master).2.Oracle Sourcing Help To register a user yourself: Anyone with the Sourcing Super User authorization. 1.1. 1. Event Recipient Purpose To inform them that the negotiation is open for previewing or bidding To invite them to acknowledge intent. can directly register and approve users. 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. enter the required information. 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.2.

and the close date.Oracle Sourcing Help Disqualify a bid or Supplier whose response To inform the supplier the bid has quote has been disqualified been disqualified All bidders in the open and To inform all bidders/suppliers that Disqualify a bid or sealed auction. they receive a reminder email notification once the negotiation has opened for either previewing or responding. 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. or all a certain Quote/Bid has been quote suppliers in the sealed disqualified RFQ.1.21 When does an invitee receive a reminder email notification? If companies do not acknowledge participation by a certain time. The negotiation duration is the length of time between either the preview date (if the buyer specified one) or the open date.2. When the reminder gets sent depends on the duration of the negotiation. Negotiation Duration Reminder Email Sent Equal to or less than One hour after the Preview/Open Date 24 hours Page 25/209 .

It is not mandatory to acknowledge your intent before submitting responses. they receive it at the original reminder time. they do not receive reminders. Page 26/209 . you can upload it to enter your responses into the system to. Otherwise.1.1. then invitees do not receive a reminder. if they are added after the original reminder time. Once you have completed this spreadsheet. 1. 1.Oracle Sourcing Help More than 24 hours but less than one One day after the Preview/Open Date week Equal to or longer Three days after the Preview/Open Date than one week Notes: If the buyers manually advance the close date to before the original reminder time. you can download a spreadsheet which you can complete offline to specify your response information. You cannot respond to any negotiation that your company owns.23 Can I respond to a negotiation created by someone in my company? No. If additional companies are added before the original reminder time. 1. However. If the negotiation is closed.1. If the buyer starts another round of negotiation before the reminder time. canceled or deleted before the reminder time.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. these new invitees receive reminders at the original time. you can respond to negotiations created by your company's affiliates. The new round of negotiation is now treated as a regular new negotiation and invited companies in the new round should acknowledge their intent to participate again.2. however.2.2. then invitees do not receive any reminder.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. the reminder is not sent. Bulk loading is also useful if you respond in similar negotiations that occur repeatedly. Such acknowledgments are intended to enhance communication between buyers and suppliers and inform buyers of the potential participation.

1." Select the indicator and specify whether users can override your selection.26 How many characters can be entered into the Item Description and the Note fields? For an Item Description field.2.2. You can search for the purchase orders in Oracle Purchasing by entering the negotiation data. which includes the purchase order numbers along with other information. you can enter a maximum of 240 characters.25 Can I invite additional suppliers to an RFQ or auction I've already created? Yes. Page 27/209 . 1.2. You can check your Notifications for the Purchase Order Creation Notification.27 Can the system administrator require buyers to use a certain rank indicator? Yes. click the response number link to view the information on that response including the corresponding purchase order created for that response.1. In Oracle Sourcing. select Award Summary from the Action menu and click Go.1. Any user assigned the appropriate job function can add suppliers to an RFQ or auction any time before the close date and time. Click the Administration tab. and then click "Negotiations Configuration.Oracle Sourcing Help 1. For a Note field. the negotiation number. You can also search Oracle Purchasing by entering the original requisition information. On the Award Summary page.1. for example. 1.1.28 How can I check which purchase orders were created after completing my RFQ/auction? There are various ways to check which purchase orders were created. On the Negotiations Summary page. you can enter a maximum of 2000 characters.2. you can require a particular indicator be used for all negotiations. This displays all purchase orders for a particular negotiation. access the negotiation whose associated purchase orders you wish to see by entering the negotiation number into the Search Negotiations fields. As the system administrator.

Reusable attribute lists (See Appendix 7. 3.2.Oracle Sourcing Help 1.1. RFQ Capabilities RFQ templates (See Section 2. Page 28/209 .1. 4.1.1.3 “How do I respond to a negotiation”).1 “How do I create an attribute list”). Once suppliers have submitted an initial round of quotes.2 Getting Started with RFQs RFQs support the full business process to solicit quotes from suppliers. Reusable invitation lists (See Section 2. Buyers initiate RFQs that may include multiple line items by publishing the RFQ and inviting suppliers.2 “How do I monitor the negotiations I have created”).5 “How do I use price elements”). RFQ creation (See Section 2.1.Suppliers view the RFQ details and submit their quotes online. 2.4. The suppliers' responses to the RFQ allow the buyer to compare quotes and negotiate the best price and specifications for the good or service.2.2.3.4 “How do I create and edit a reusable invitation list”). Buyers analyze the quotes and either award the RFQs or modify the RFQs and open them for another round of quoting. RFQs typically consist of multiple rounds with competition focused on whether supplier(s) can meet the specific requirements. RFQ monitoring (See Section 2. Price elements (See Section 2. buyers can review quotes and award the RFQ or submit a modified RFQ for another round of quoting. Quote preparation and submission (See Section 5. RFQs enable buyers to collect quotes from suppliers for complex and hard-to-define items or services.1 “How do I create a new negotiation”).5.1.Buyers can monitor real-time quote activity and take appropriate action. suppliers are immediately notified of the results via online notifications. RFQ modification or awarding (See Section 2. RFQs supports both blind and sealed RFQs.3 “How do I create and edit negotiation templates”). Once the RFQ is completed.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.4 “How do I award business in an RFQ or auction”). The RFQ process usually lasts days or weeks through multiple rounds of negotiations. Suppliers cannot view competing quotes while the negotiation is in progress.

8 “How do I use item attributes and price elements when responding to a negotiation”).4.4.7 “What are price breaks. RFQ. and how do I use them”). (See Section 2.5. or auction”).4.14 “How does Oracle Sourcing use information in Oracle Purchasing when AutoCreating draft sourcing documents”). Online or offline awarding capability (spreadsheet awarding).2 “How do I monitor the negotiations I have created”).11 “How do I extend a negotiation that is in progress”) and early close features (See Section 2. Graphic RFQ monitor (See Appendix 7.6 “How do I submit a response online”) and offline (spreadsheet quoting).5 “How do I use the Graphical Monitor to view responses to items in my negotiation”) Purchase order generation Attribute based quoting (See Section 5.4.2 “Glossary”).4. Terms and Conditions enforcement (See Section 5.16 “How do I cancel a negotiation”)and Disqualifying quotes (2.9 “How do I disqualify responses I receive for an RFI.1.1. Integration with Oracle Purchasing (See Section 2.3.15 “How do I close a negotiation before its scheduled close date and time”).4 “How do I award business in an RFQ or auction”).16 “Why would a negotiation have special terms and conditions”) Quoting online (See Section 5.1.5.1. Monitoring quote activity in real-time (See Section 2. Quote comparison (See Section 2.Oracle Sourcing Help Price breaks (See Section 2.2 “Glossary”). Real-time status updates Notes and attachments (See Section 6. Manual extend (See Section 2.5 “How do I use the Graphic Monitor to compare competing quotes or bids for a particular negotiation line”).1. Page 29/209 .7 “What are reusable price elements and how do I create them”).13 “How do I download a spreadsheet and respond offline”). Canceling RFQs (See Section 2. Sourcing Events (See Appendix 7.4.1.6 “Why are some RFQs and auctions associated with a sourcing event”). Capture Total Cost (See Appendix 7. Multiple RFQ styles: blind or sealed (See Section 6.14 “How do I initiate a new round of responding”). Multi-round quoting (See Section 2. (5.

but you must enter the weights and scores for an item's scored attributes online.2. You can prepare your list of RFQ items offline and upload the completed spreadsheet. This allows you to create your multi-line RFQ quickly.2.2.3.3 Frequently Asked Questions: RFQs 1. It is the RFQ buyer's reference and review currency.3.2 Can I submit multiple quotes per round? If allowed by the quote controls. Quotes are converted to the RFQ currency for quote review. In a Multi-Attribute Weighted Scoring RFQ. 1. ensuring the integrity of the submitted RFQ items.3.Oracle Sourcing Help 1.4 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 contact the buyer who created the RFQ and ask to have your quote disqualified. you can submit multiple quotes within the same round. Page 30/209 . but quote disqualification is at the discretion of the buyer. you can upload items using a spreadsheet.1 What are the Unlock Date and the Unseal Date? The Unlock Date is the date when the buyer unlocks the closed RFQ to view the received quotes.2.2. Quote Currencies Additional currencies in which quotes will be accepted. 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. 1.2. 1. The Unseal Date is the date when the buyer unseals the unlocked RFQ allowing the suppliers to view the quotes as well.3. 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.3 Can I cancel or retract my quote? No. Suppliers can choose the Quote currency in which they will place their quotes.3. The system validates the data.

3.2. you can enter the address in the Additional Contact Email field during negotiation creation.Oracle Sourcing Help 1. completing multiple item attributes.2. When Promise Date is an optional response.2. you can enter a Promise Date to differentiate your response from other competing responses. In an RFQ whose outcome is a blanket purchase agreement.2.3. Promise Date is an required field. Page 31/209 . 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.2.3. 1.9 Is an RFQ always blind or sealed and why? An RFQ is always either blind or sealed. 1. spreadsheet items are validated to ensure the integrity of the submitted quote. See How do I invite suppliers to my RFQ or auction? for details on identifying contacts.8 What is the Promise Date. and why would I enter one? In an RFQ whose outcome is a standard purchase order. You can invite suppliers by selecting them from the supplier master list.11 Can I invite additional suppliers to subsequent rounds of an RFQ? Yes. When creating additional rounds for an RFQ. Suppliers complete the quoting process by uploading the spread sheet back to the system. Downloading the RFQ contents allows suppliers to quickly respond.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. This is one of the feature of RFQs and mirrors the general off-line behavior of this negotiation model. 1. the Promise Date is optional. 1.3.3. Once the supplier has provided you the email address.2. In all other cases. the Promise Date is required only if the RFQ uses multi-attribute weighted scoring and Promise Date is one of the scored attributes.6 What is the most efficient way to quote on many line items in an RFQ? If an RFQ consists of many line items.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. During the upload. An automatic invitation will be sent to each invited supplier. you can invite additional suppliers by using the same process employed during the initial RFQ creation. 1.3.

you can see how many quotes are being placed. you can use the Graphical Monitor to view quotes. select Close Early from the Action menu to close the RFQ. 3. On the Start New Round page.2.3. Use the negotiation number in the Search Negotiations fields on the Negotiations Home page to access the negotiation. can I see who is bidding? In a sealed RFQ.3.2. you can start another round of quoting. 1. 1. you cannot see either the name of the respondent or the details of the bid until you unlock the RFQ. 1. On the Negotiations Summary page.3.2. you can manually close your RFQ earlier than the original close date/time.15 How do I start another round of quoting in an RFQ? Once an RFQ has been closed. 1. however.3. 2. Once the buyer has unlocked and unsealed the quotes. Select Start New Round from the Action Menu. none of the details are available for viewing by any suppliers. 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 .2.13 Why can't I see the graphical monitor in a sealed RFQ? While an RFQ is sealed.12 In a sealed RFQ.Oracle Sourcing Help 1.14 Can I close my RFQ earlier than the original close time? If you select the Early Close option when specifying quote controls.

2. the bidding process moves quickly which results in increased competition. Auctions last for a set period of time. quantity and item-specific attributes.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. Responding to the auction (See Section 5.2. Bidders participate in the auction by viewing the Page 33/209 . Because most auctions are open for short periods of time.The buyer defines the auction and includes all the auction item information. the business terms and conditions and intended bidders. Auctions are typically focused on creating competition between bidders.1 “How do I create a new negotiation”). flexible auction capabilities to buyers so they can efficiently obtain the best possible price for goods and services. Creating the auction (See Section 2.1. Steps in the auction process include: 1.Oracle Sourcing Help 1.3. although the close time can be extended manually or automatically based on last minute bids. such as office furniture or memory chips. Negotiations allows buyers to establish either public or private auctions to meet the specific needs of buyers. 2.1. Auctions enable buyers to solicit bids for goods and services that are clearly defined.4 Getting Started with Auctions Getting Started with Auctions Auctions offer complete. Auctions allow real-time interaction to drive dynamic prices based on information that extends beyond price to include lead times. Prices are established based on actual supply and demand at the time the auction is transacted.1.3 “How do I respond to a negotiation”). typically a matter of a few days.

1. The buyer analyzes the bids and awards the auction based on the price. Auction features include: Auction templates (See Section 2.5 “How do I use price elements”).11 “How do I extend a negotiation that is in progress”) and early close features (See Section 2.Oracle Sourcing Help auction items and submitting bids online. Once the auction is completed. Power bidding (See Section 5.6 “Why are some RFQs and auctions associated with a sourcing event”).1.10 “What is proxy bidding and how does it work”).1. Price elements (See Section 2. Reusable attribute lists (See Appendix 7.4. Monitoring the bid responses (See Section 2.1. and how do I use them”).1. If permitted by the auction rules. Reusable invitation lists (See Section 2.15 “How do I close a negotiation before its scheduled close date and time”). bidders are immediately notified of the auction results via online notifications. Autoextend feature (See Section 2.2. 4. Sourcing Events (See Appendix 7.12 “What is power bid”).3 “How do I create and edit negotiation templates”).2 “Glossary”). Price breaks (See Section 2.3. Multiple Auction styles: open.1.1.1.4.7 “What are reusable price elements and how do I create them”).1 “How do I create an attribute list”).7 “What are price breaks.1. Proxy bidding (See Section 5. Attribute based bidding (See Section 5. Evaluating and awarding bids (See Section 2. 3. blind or sealed (See Section 6.1.4 “How do I create and edit a reusable invitation list”).2.2. Minimum Bid Decrement/Increment (See Section 2.5.The buyer and all other participants can monitor the real-time activity during the auction and take action as necessary. bidders can view competitive bids during the auction.11 “What are response controls”).3.4 “How do I award business in an RFQ or auction”).2 “How do I monitor the negotiations I have created”). bid attribute value(s).4.11 “What are response controls”). Capture Total Cost (See Appendix 7. bid quantity. Manual extend (See Section 2.1. Page 34/209 .8 “How do I use item attributes and price elements when responding to a negotiation”).

(5.Oracle Sourcing Help Canceling auctions (See Section 2. or auction”).1. RFQ.2 “How do I monitor the negotiations I have created”).4 “How do I award business in an RFQ or auction”).1.5 “How do I use the Graphical Monitor to view responses to items in my negotiation”) Notes and attachments (See Section 6. Page 35/209 .5. Graphic Auction Monitor (See Appendix 7.13 “How do I download a spreadsheet and respond offline”). Online or offline awarding capability (spreadsheet awarding).5 “How do I use the Graphic Monitor to compare competing quotes or bids for a particular negotiation line”). Bid comparison (See Section 2.4.1. (See Section 2. Integration with Oracle Purchasing (See Section 2.4.9 “How do I disqualify responses I receive for an RFI.4 “How does Oracle Sourcing use information in Oracle Purchasing when AutoCreating draft sourcing documents”).1.6 “How do I submit a response online”) and offline (spreadsheet bidding). Monitoring bid activity (See Section 2.5.16 “How do I cancel a negotiation”) and Disqualifying bid (2.2 “Glossary”).4. Purchase order generation Real-time status updates Bidding online (See Section 5.

Oracle Sourcing Help 1. They have the appropriate function security (See Section 6.5 Frequently Asked Questions: Auctions 1. The auction to which they are responding is not owned by their company 2. 1. 1. All registered users in a company can bid on the same auction.2. 1.5. provided that: 1. 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. Note: Two people from the same cannot quote in the same RFQ.2 What is the difference between Quote/Bid start price and target price? When creating a new RFQ or auction. You can elect to display the target price to participants.3 Why isn't there a target price for every item? Target price is an optional value.1 What are the different auction styles? The buyer can choose from three types of auctions: Open: everyone can see the bid content. Page 36/209 . links.1.5. or task bar options”). and 3. you can optionally set a bid start price (quote start price for an RFQ) and target price for every item in the RFQ or auction.2. The buyer can see the bids once the auction is unlocked.5. Blind: Only the buyer can see the bid content Sealed: Neither the buyer nor the suppliers can see the bid content until the auction closes.2. The bid controls for this auction allow multiple bids per round . The target price is the price you hope to pay for one unit of an item.5.2.2. someone else at your company can award an auction created by you.6 Can two people from the same company bid on the same auction? Yes.2. Everyone can see the bid content once the auction is unsealed. Buyers are not required to designate a target price for every item.4 What is the target price used for? The target price is mainly used for internal performance analysis for the buyer. buttons. 1.5 Can someone in my company award an auction that I create? If granted the appropriate authorization. The buyer can also choose to display the target price to the bidders for reference.4 “Why can't I access some pages.2.5. 1. but only the buyer can see the identity of the bidder.5.

7 When two respondents from the same company place bids. 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).9 How do I initiate a new round of quoting or bidding? After your RFI. you are not required to send invitations to any suppliers. After you initiate a new round of responding. or auction has closed.2. that supplier receives an e-mail notification about your RFQ/auction. RFQ. 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) 1.5.2. Page 37/209 . can they view each other's bid details? Depending on the auction style.8 If my RFQ/auction is open to all suppliers.2.1. However. and your RFQ/auction appears in that supplier's "Open Invitations" list of invitations. When you invite a supplier (See Section 2. you might want to send invitations to increase specific suppliers' awareness of your RFQ/auction and encourage participation.5.1.5. 1. none of the previous responses submitted are available for awarding.13 “How do I invite suppliers to participate in my negotiation”) to participate. why would I invite suppliers to participate? For a public RFQ/auction.Oracle Sourcing Help 1.

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

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

5. 1. If there are no approvers defined for this document. o Possible Date Modifications *Open Date Date and time you want the new round of responding to begin. Note that you have to specify a new closing date.Oracle Sourcing Help 5. RFQs or auctions opening in the future. click Publish. Click Controls to modify negotiation control information. If there are approvers defined for this document. You can also choose to open the negotiation for preview immediately.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. you can enter the date and time (prior to the open date and time) the negotiation is available for previewing by all eligible participants. any uninvited suppliers who responded in the previous round are also automatically added to the invitation list for the new round. o Response Controls Modify other Response Controls as necessary. *Close Date The new date and time the RFI. they are automatically added to the invitation list for the new round. Award Date (RFQs and auctions only) You can choose to enter a new award date/time if this differs from the timing in the previous round of negotiation. 7.2. Additionally. Click Suppliers to modify your invitation list. You can also choose to open the negotiation immediately. You can remove any supplier from the invitation list for the new round. RFQ. Click Review. You can also add new suppliers. Page 40/209 . Preview Date For RFIs. Review your updated negotiation information. 6. o Possible Invitation List Changes If you invited suppliers in the previous round. click Submit for Approval. or auction closes.

Bid disqualification. AutoExtend extends the duration automatically if new bids are received in the closing minutes of the auction. 1.14 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.2. For example. once one user at a company responds. Manual Extend allows you to manually extend your auction close date/time before the auction closes. Bidders cannot respond to display only attributes so there is no value for comparison.2.2.15 How do two bids with the same score get ranked if the prices are the same? The earliest bid gets a higher rank.5. no other user at the same company can bid. a company can place one bid in each round when being invited to that round Page 41/209 .5.2.5.2. 1. The response is at the company level. 1. When the buyer hides scores/weights.16 What is a Single Best Bid? A Single Best Bid is a response to an auction that allows only one bid per company. You can specify whether the auction is extended from the original close time or from the time when the winning bid has been received. You can also specify if the autoextend is for the entire auction or particular line items. if Bidder B bids triggering a proxy bid for Bidder A and the resulting bid results in the same Price to Total Score ration.2. Bidder B receives the higher rank because the proxy bid was created by the system after Bidder B's bid. You can also define the total number of auto extensions and the extension period.Oracle Sourcing Help 1. however.5. that is. is up to the discretion of the buyer.5. the bidder can only view the resulting Price to Total Score for a bid. When the bid control "No . 1.A bidder must submit a single.13 Why are display-only attributes not visible in the Bid Compare page? Display only attributes are used to convey information to bidders.5.12 Why can't I always view scores and weights set up by the buyer? The buyer can optionally hide scores and weights from the bidder. the bidder can contact the buyer and ask to have the bid disqualified.11 Can a bidder retract a bid? If a bidder has submitted. best bid" is selected for a multi-round auction. 1.

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

00. you may need to closely monitor Multi-Attribute Weighted Scoring auctions which also use proxy bidding. Supplier B then places another bid of USD 92. Therefore. Since Supplier B's bid price is less than Supplier A's bid price.00. Now Supplier B's bid (92/100) is better than Supplier A's bid (84/90). he cannot modify any attribute responses to try to improve his score. You may need to cancel the proxy bidding process to redefine attribute information to improve your price to total score ration. For example. This bid (84/90) is now the winning bid.00. Supplier A's proxy is not triggered. but since Supplier B's bid price is still higher than Supplier A's bid price. Supplier B then bids USD 94.2. a proxy bid decrement of USD10. However.00 with a score of 100 for the same item. This bid (94/100) is better than Supplier A's bid (95/90). Supplier A's proxy will only be triggered again if there is a bid with a price lower then USD 84.2.00 and a proxy minimum of USD 75.19 Can a bidder see the names of the other bidders? Bidders cannot see other bidders' identities. since proxy bids are generated based only on the price of the competing bid.00.18 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. And since Supplier A's proxy minimum (75. Page 43/209 .5.Oracle Sourcing Help 1. Supplier A's proxy is triggered to place a new bid of USD 84. not just the bid price.00) has not yet been reached. 1. Supplier B's bid is the winning bid even though the bid price is higher. a bid can be beaten based on the Price to Total Score ratio without triggering a new proxy bid.00 with a score of 90 for the item. To avoid these situations. Supplier A places a bid of USD 95.5. Supplier identities are never revealed to other bidders.

the information contained in the RFI can be copied into an RFQ or buyer's auction.1 How do I create a new negotiation? Use the instructions on this page to create Sourcing negotiations (RFIs.13 “How do I invite suppliers to participate in my negotiation”).7 “What are contract terms and conditions.1. Therefore. RFIs can be taken to multiple rounds until the buyer has enough information to identify supplier(s) with which to deal. and how do I use them in my negotiation”) Invite Your Suppliers (See Section 2.1. you can save time by copying an existing RFI/RFQ/Auction. and buyer's auctions).1. and Buyer's Auctions 2.1. You can also create new negotiations quickly by applying a negotiation template.1. 2.1 Creating RFIs. You can create a negotiation and save it as a draft before submitting it.1. o If you have previously created an RFI. one unique feature of an RFI is that buyers can choose to define negotiation line items without price and quantity and specify lists of criteria to which suppliers must respond. or auction. At the conclusion of the RFI cycle. Help for Sourcing Buyers 2. This allows you to return to the creation process at a later time or have multiple people working on the same negotiation. Enter Negotiation Lines (See Section 2. Page 44/209 .1.4.11 “What are response controls”) Enter Your Terms and Conditions (If Oracle Procurement Contracts is bought and licensed) (See Section 2. Define Your Response Controls (See Section 2. RFQ. There are four main steps to creating a new negotiation: o o o o Create Your Negotiation Header (See section 2.1.Oracle Sourcing Help 2. RFIs are used more for gathering information on goods and service provided by a supplier than to lock in particular price information.1.1.2 How do I create a new Request for Information (RFI)? RFI's are used to qualify suppliers and their goods and services for subsequent procurement activities.1 Creating Negotiations 2.9 “How do I add lines to a negotiation”).1.1. RFQs.6 “What information must I provide to create my negotiation header”).1. RFQs.1.

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

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

1.Oracle Sourcing Help 2.3 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. you can use requisition information in Oracle Purchasing to create a draft sourcing document that you can then access and edit. Once you have identified the requisitions in which you are interested. When using AutoCreate. The AutoCreated document is assigned a document number.1.1. The links are organized by task and negotiation type so you can find the link for the task you wish to perform. The backing requisition information is carried over from Oracle Purchasing and used throughout the creation process.4 How does Oracle Sourcing use information in Oracle Purchasing when AutoCreating draft sourcing documents? If your Oracle Sourcing system is integrated with Oracle Purchasing. 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. Buyer Operations Creating negotiations Creating templates and reusable lists Managing draft negotiations Creating and managing sourcing events Updating profile information Supplier Operations Responding to negotiations Monitoring active responses Managing draft responses Viewing award decisions Updating profile information 2. The table below shows some of the operations available Sourcing Buyers and Sourcing Suppliers by using Quick Links. you can search for requisitions according to different attributes such as item or category and include them in a single document.1. 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. AutoCreate uses the requisition information to create a Buyer's Auction or Sourcing RFQ.

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

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

2. To access a draft directly from Oracle Purchasing. you must have the Edit Draft Sourcing Document function to access a draft. You must have the Manage Draft Sourcing Documents function to access and edit the draft. if you know the number Autocreate assigned to the draft document. you must complete Step 1: Describe Your RFQ/Auction. Once the negotiation document has been created by AutoCreate. Once you have completed awarding the RFQ/Auction. Editing the draft The first time you access the draft. if you only partially award a line item quantity. the backing requisitions are returned to the requisition pool and become available for use. You can add additional item lines if necessary. If you cancel an RFQ/Auction with line items originating from AutoCreate.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. the following points: If you take the RFQ/Auction to multiple rounds of bidding/responding. 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. however. the backing requisition information is updated to point to the new RFQ/Auction. it exists as a draft negotiation within Oracle Sourcing. You can apply a template to the draft RFQ/Auction (backing requisition information takes precedence over any template attributes). you can edit your draft as you would any other draft except for the nonmodifiable information taken from the backing requisitions (see table above). you can access it directly from Oracle Sourcing. Page 50/209 . the backing requisitions are returned to the requisition pool. In general.1. Using the AutoCreated RFQ/Auction In general you use an AutoCreated RFQ/Auction the same way as other RFQs/auctions.1. Note. Also. you are automatically transferred to Oracle Sourcing.5 How do I edit a negotiation document Autocreated in Oracle Purchasing? You can use the AutoCreate feature in Oracle Purchasing to search for and group existing requisitions to create a negotiation document (RFQ or auction) which can then be edited and processed through Oracle Sourcing. the backing requisition(s) is returned to the requisition pool. Otherwise.

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

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

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

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

Oracle Sourcing Help Enter a target value for the header attribute (for example: 30 or more years in business). This column is only displayed if weights are enabled as part of the Scoring Settings. effectively "unweighting" that attribute. all must be weighted (although the weight can be 0.1. The sum of weights for all header attributes must add up to 100. This note appears on the negotiation summary page and can be viewed by suppliers. However. There is a system default defined by the Sourcing Super User. the system will automatically convert the responses to the negotiation currency. but this can be overridden by specifying a default value on the score settings page. On the Create Header page. click Manage Response Currencies. Delete You can delete this attribute by clicking the trash can icon. If one attribute is weighted.1. 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. To define your currency list and currency exchange rates: 1. Page 55/209 . you can accept responses in currencies other than the negotiation currency. an attribute with a weight of 25 is half as important as an attribute with a weight of 50. the negotiation currency defaults to the functional currency defined for your operating unit. Weight Weights are used to indicate the relative importance of header attributes. For example.7 Can I accept responses in multiple currencies? When you create a new negotiation. 2. Notes and Attachments o Note to Suppliers You can add a note to the supplier by entering it in the text box. they are allowed to respond in only one currency per response. Whenever you view the responses you have received. Though suppliers in a multi-currency negotiation can submit responses in several currencies. o Attachment Click Add Attachment to browse for an attachment to assign to this negotiation.

you can choose to restrict specific suppliers to particular response currencies. To restrict a supplier to a particular currency: 1. 3. After you have selected your suppliers in Step 5. continue creating your negotiation. click Apply. To define your own exchange rates 1. select the exchange rate type. The page redisplays. The system's response currency codes are available from the drop down menu. Select the User Specified Rate type. The system may contain several different exchange rate types. For example. Select the response currency you will accept. 2. Otherwise click Add Another Row and continue defining currencies and exchange rates. You can use predefined exchange rates (Corporate Exchange Rate) or specify your own exchange rates (User Specified Rate). The description field explains the code.8 How do I restrict a supplier to a particular currency? If you allow multiple response currencies for your negotiation. Page 56/209 . select a response currency for each supplier. When you have finished defining currency information. 6. Select the checkbox to display the exchange rates if you want to allow respondents to see your response currency exchange rates.09 kroner to one dollar. Select the appropriate type for your negotiation.1. To use predefined exchange rates: 1.09 meaning . Specify the price precision for the currency. Select the response currency. the system will round when converting responses into the negotiation currency. Define the exchange rate by entering the number of response currency units that equal one unit of the negotiation currency. If the precision for the response currency is greater than the precision for the negotiation currency. 2. if the negotiation currency is United States dollars (USD) and the response currency you're defining is Swedish Kroner (SEK) the exchange rate might be . 2. On the Header: Manage Response Currencies page. 3. If you are finished defining alternate currencies. Enter the date for which you wish to use this set of exchange rates.1.Oracle Sourcing Help 2. 4. 5. You assign currencies to specific suppliers when you invite the suppliers to your negotiation.

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

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

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

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

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

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

Create attributes as needed to solicit any additional information for this line. fixed-price line: 1. To define a temporary labor. and Category will default according to the Job you select. 11. vacation). ensure that you choose Blanket Purchase Agreement as the negotiation outcome for temporary labor line types. select Online to continuing entering your line description online. 8. 9. rate-based line: 1.1. is a response to the price differential required) Select the price type (for example. make sure you select a temporary labor. 4. The Description.Oracle Sourcing Help 2. fixed-rate line type. You can include services-related lines with regular amount-based and goods-based lines. On the Lines: Create Line page. 7. General services fixed-price lines use a negotiation outcome of standard purchase order. Continue defining the remainder of the negotiation. 6. add notes or attachments to the supplier. rate-based line type. Search and select a job from the Job menu. if appropriate. Also. or click Load from Spreadsheet to upload a previously completed spreadsheet file containing all the line information On the Lines: Create Line page. Continue defining the remainder of the negotiation. 4. Search and select a Job from the Job menu.10 How do I define services related lines? Services related line types allow you to negotiate on labor contracts. 2. From the Add Line menu on the Create Lines page. Create attributes as needed to solicit additional information for this line. For temporary labor line types. make sure you select the Global Agreement checkbox. 3. If you need to specify price breaks. 5. 5. and then click Go. Specify how price differentials are to be used within the negotiation (for example. 3.1. Unit of Measure and Category will default according to the Job you select. 6. Follow steps 1 and 2 above. and specify the differential associated with this price type. make sure you select a temporary labor. Page 63/209 . Finally. Job Details. To define a temporary labor. Enter values in your price fields if necessary. Enter your price breaks including Price Differentials. 2. 10. click Select Price Break Settings and ensure it is not set to None. Job Details. The Description. add any notes or attachments to the supplier. and click Go. Finally.

Page 64/209 . 3. Continue defining your negotiation . Follow steps 1 and 2 above. or Buyer's Auction. Complete the following fields as appropriate for the negotiation type. no further responses may be accepted. 4. fixed-price line type. They can view the negotiation's details but cannot place responses.1. After you have entered the negotiation header. If the sourcing document you are working on was AutoCreated using requisitions in Oracle Purchasing. If you allow the control manual close/close early. click the "Controls" link to access the Create Controls page for that negotiation. You must have created your negotiation header before you can create negotiation controls. When you extend a negotiation you specify the new close date. the time limit for the negotiation can be extended past the original close date. On the Lines: Create Line page. the default time value the system uses is the time when you entered a value in the field. 2. Once closed. and then click Go. Provide the line with a description and select a Category value. Note that for fields where you enter a date and time. *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. add notes or attachments to the supplier. Create attributes as needed to solicit additional information for this line. 2. make sure you select a general services. open and closing times and many other variables. participants. responding frequency. you set response controls to determine the negotiation length. RFQ.Oracle Sourcing Help To define a general services fixed-price line 1. and added line(s). 6. Preview Date Use the pop-up calendar to specify a date/time after which the negotiation information can be accessed by potential suppliers.11 What are response controls? When you create a new RFI. You can edit the value to change the time if needed. *Close Date Use the pop-up calendar to select the date/time when the negotiation will be closed. 5.1. If you allow the control manual extend. Finally. the negotiation can be closed prior to the defined close date.

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

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." Note: A bid decrement amount will always be applied to a supplier's current bid price. and a new winning bid is received in the final Page 66/209 . 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. Otherwise. but will be applied to the supplier's current bid price. If you specify your bid decrement amount as a percentage. bid decrement = 20% Bidder B's original bid = $1. for example. For example. That is. "10.000 Bidder B's second bid = $800 Bidder B's third bid = $600 Bidder B would not be allowed to submit a fourth bid of $480 (this is less than the minimum bid decrement of 20%) Allow manual close before the Close Date You can choose to allow the negotiation to be closed before the close date. For example: Auction #1234. When a negotiation is extended. Use numbers. you enter a new close date and time. Allow manual extend when the negotiation is open You can choose to allow a negotiation to be extended. rebids must decrease by a minimum amount. bid decrement = $100 Bidder A's original bid = $1.Oracle Sourcing Help If you have allowed suppliers to submit multiple bids. you can specify that they must submit rebids that are better than their current bid price by a specific minimum amount. if you enable an AutoExtend of 30 minutes. the decrement percentage will be calculated based on a supplier's original bid price. You can enter either a straight amount or a percentage by which bids must improve. with AutoExtend set to start at the current scheduled auction close time. the negotiation cannot be closed until the close date and time specified above.

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

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

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

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

and delivery. These attributes may either require a response or no require a response from the supplier. and how do I use them? Line attributes enable a buyer to define multiple line-specific attributes.Oracle Sourcing Help 7. Approvers will receive notification that they need to approve the amendment.2. 4. Line attributes can then also be weighted to indicate the relative importance of a single attribute among the other weighted attributes. 3. Draft amendments are available on the Negotiations Home page if you click Drafts in the Manage Quick Links section.2 Templates. See How do I create and edit negotiation templates? for instructions on creating negotiation templates.1.1. the buyer can score attribute values to indicate the relative preferability of different responses. When creating a negotiation. the Submit button changes to Publish.1 How do I use negotiation templates? You can use a document template of a specific type (RFI. 2. or auction) to create a new document of the same type. You can add to. You can save the amendment as a draft at anytime during the creation process if you click Save Draft. edit. Once you click Publish.2 What are line attributes and attribute lists. Click the appropriate link under the Create area of Quick Links on the Negotiations Home page. If you have approvers identified on the Collaboration Team on the Create Header page. 8. no new responses can be received on the previous negotiation. click Apply Template. select the template and click Apply to create a new negotiation with this template. On the Create: Header page. you can submit the amendment for approval by clicking Submit for Approval on the review page. 2.1.2. You can review the new changes compared to the current active negotiation by clicking Review. quality. allowing respondents not only to respond to the price. Spreadsheets and Lists 2. The buyer can define unique line attributes. Page 71/209 . On the results display. or delete any of the negotiation information provided by the template by proceeding through the steps of creating a negotiation. RFQ. Search for and select the template you want to apply. Once approved (or if approval is not required). 2. To use a sourcing document template: 1. but also to other features and performance characteristics of each line. All suppliers will be required to acknowledge the amendment and resubmit their responses to be eligible for award.

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

you must complete and submit your template. Your new list will default to private. The same list can be used for all types of sourcing document types (RFI. Once you have defined your template. Sourcing Super Users or users with the Manage Invitation Lists authorization can create.2.4 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. 2. Inactive templates will be stored in the system. edit the list and change the status to inactive. An invitation list can help standardize your business practices by ensuring that all appropriate participants are invited to targeted negotiations.Oracle Sourcing Help want to change your template's status to Inactive. and auction). All users in your company with the correct authorizations can view and use public lists. Page 73/209 . only you can use your private lists. 2." 3. To inactivate a list. An active list can be used immediately. Only you can create. but will not be available for use until reactivated. then edit your template and select a new status from the drop-down menu at the Status field. An inactive list will be stored on the system. you can add these participants to a reusable invitation list. click "Create New Invitation List. On the Reusable Invitation Lists page. Complete the remaining pages by filling out the fields as appropriate for the negotiation type. complete the following fields (*indicates a required field): o o o *List Name *Description *Access Invitation lists can be public or private. 4. you can also attach an invitation list(s) to a Sourcing document template. Click "Invitation" under the Reusable Lists area of Quick Lists on the Negotiations Home page. edit. but cannot be used to create a new offer until you change the status to Active. On the Create Invitation List page. click Submit on the Review and Submit page. RFQ. You can add an invitation list(s) when creating a new Sourcing document.1. o Status Invitation lists are initially created as active. and use your private lists. edit and manage public invitation lists as well as their own private lists.

and manage public invitation lists. you can add an entry for each site for that supplier if you choose. If the template and spreadsheet have conflicting category values. To edit an invitation list you have created: 1. 8.2. update your list description. then click Edit. and access as appropriate. 5. any attributes/price elements defined for the template are added to any attributes/price elements you define via the spreadsheet. On the search results page. On the Edit Invitation List page. 7. The value specified in the spreadsheet. or 2. 6. 4.2. Click "Invitation" under the Reusable Lists area of Quick Lists on the Negotiations Home page.1. 3. status. Search for the list you wish to update. If you are have the Manage Invitation Lists job function. 4. You can also add or delete suppliers. When you are finished. The value defined for the RFQ/Auction template. 2. 2. click Apply. the system uses the following hierarchy to determine which category value to use: 1.6 What happens to the attributes/price elements when I create a negotiation by applying a template and using spreadsheet upload? When you create an RFQ or auction by applying a template and then use the spreadsheet upload feature to add your items. When you have finished adding suppliers. including change the access and status.Oracle Sourcing Help Sourcing Super Users or users with the Manage Invitation Lists job function can create. If the supplier you selected has multiple sites defined in the system.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." then search for suppliers to add to your invitation list. If you wish to add more suppliers to your list. Page 74/209 . edit. 5. For a supplier with multiple sites. find your list. 2. you can edit public lists. Select the supplier(s) and click Add to Invitation List.1. Click "Add Suppliers. click Submit. you can choose a specific supplier site to associate with this list (Supplier Site is another term for Address Name). click "Add Suppliers" again and follow the perceiving instructions.

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

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

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

On the Lines: Create Line page. See Can I base my award decision on attributes other than just price? for an explanation of how weights and scores are used to determine the best response. See What are line attributes? for information about defining line attributes. Grade). o Attribute Type Page 81/209 . 3.Oracle Sourcing Help Price $300 Total Score: (100 * 50) + (50 * 30) + (100 * 20)/100 = 85 Price to Total Score Ratio = 300 / 85 = 3.53 2.4 How do I define weighted attributes and scores for my negotiation lines? Generally the winner of a negotiation is the supplier who offers the lowest price. and you do not wish to use the default. click "Lines" in the navigation bar in the top left hand corner. o Group Select one of the predefined attribute groups. Select Online from the menu and click Go. When the page refreshes. To enter a line attribute. 2. However you may want to consider supplier responses to other line attributes in addition to price being offered when determining the best response. On the Create: Lines page. To use weighting and scoring when defining a negotiation: 1. PPM Defect Rate.3. Groups are used for categorizing attributes. Make sure you select Multi-Attribute Scoring from the Ranking menu. 5. You can accomplish the by specifying weighting and scoring values for your line attributes. The system can then include the suppliers' responses to your line attributes when calculating the best response. See "What information must I provide to describe my negotiation header"? After you have defined the negotiation header. enter your line attribute information. 4. navigate to the Attributes table and click Add Another Row. use the instructions in "How do I add lines to a negotiation"? to enter the line data and other required and optional line information. *Indicates a required field: o *Attribute (up to 240 characters) Name your line attribute (for example: Mileage.1. Select a ranking method if the Sourcing Super User has set the system up to allow you to change ranking methods.

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

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

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

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

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

Click Select Price Break Settings to access the Create line: Select Price Break Setting page. 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. For each line. if you buy 550 PC keyboards. or your can restrict them to only offering price responses to the price breaks you define. you can enter assumptions into the system and it will calculate which response is the best. On the Line: Create Line page. You can allow suppliers to respond with new price breaks of their own as well as edit any price breaks that you suggest. If the price breaks are cumulative. Additionally. You can specify what the supplier's response to the price break should be. Supplier 1 is the best response. Be sure it is not an amount-based line type. the system will identify Supplier 2 as the best response. given the price break structure defined in the table above. define your negotiation line normally. Page 87/209 . Click Select Price Break Settings.Oracle Sourcing Help Your price break level 1 100 500 Your offered price $20 $19 $18 $19 $18 $15 Supplier 1's Response Supplier 2's Response $19 $17 $16 Once you have entered your price break values and your suppliers have responded to them. you can only define price breaks on goods-based line items. If a line's price breaks are cumulative. However. You can control the ability of your supplier to respond to your price breaks. if you buy 120 PC keyboards. the break accumulates as the quantity increases. the effective date values are not available for price break usage. 2. To enter price breaks: 1. Setting Up Price Breaks You can only define price breaks for documents with an outcome of blanket purchase agreement. 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. 2. For example. you will not be able to negotiate on effective dates. Once you have defined all your price breaks. For example. click Apply. 5. you can enter different values in the fields under Enter Assumptions and have the system calculate the best response based on the values you enter. 4. 2. click Analyze by Line from the Actions menus and click Go.1 What are some negotiations strategies I can use? When creating a negotiation. You can enter values for all price breaks you defined and the system will calculate which of the responses is best for the values you entered. You can set breaks by unit quantity. For each price break criterion. price. Ship-To address/organization. click the response number link. On the table of negotiations. Page 88/209 . If you select None. you can have the system evaluate the supplier responses based on scenario information you enter. you will not be able to enter price breaks. On the Analyze Line: Analyze Price Breaks page. you can offer a particular target price. Select Required to force to supplier to respond to the price breaks you define. you could define multiple price breaks based only on order quantity. 3. If you select Non-Cumulative.4 Additional Creation Topics 2.1. On the negotiations summary page. Also select either Cumulate or Non-Cumulative. and 2) the details that a participant should provide when responding to that item. Analyzing Price Breaks Once you have defined your price break expectations.1. 4. otherwise select optional. and effective dates (available for non-cumulative price breaks only). 5. Search for the negotiation you're interested in. Click Add Another Row to define additional price breaks. and click Analyze Price Breaks. To analyze price break information: 1. Define your price breaks. and your supplier(s) have responded with quotes. You can define as many price breaks as are needed to fully define your pricing structure. Item attributes define 1) unique specifications that you set for an item.4.Oracle Sourcing Help 3. you could enter different order quantities and see which supplier response is the best for a certain quantity. Select the negotiation line.

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

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

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

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

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

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

Click the Deliverables subtab and check that any deliverable already defined to this template is applicable for your negotiation. If you are a collaboration member not restricted to view-only access. you can perform whatever tasks are allowed by your function security. If you have this function and access the Manage Draft Negotiations page. To add a new deliverable. Search for and apply a contracts template.5 How do I create a deliverable and use it in a negotiation document? Businesses enter into contractual agreements with their trading partners and. besides products and services bought or sold. for example. 3. In addition to the contractual commitments that businesses need to fulfill. Anyone with the Manage Draft Sourcing Documents function can access and edit drafts created by others at the same company. If you have both the Manage Draft Sourcing Documents and the Unlock Draft Sourcing Documents. Note: The Sourcing Super User. Additionally. 2. they might define other internal tasks that contribute to the overall execution of the contract. is authorized to manage and unlock drafts. 2. The commitments on the contracts.4. you can view the draft but not edit it.Oracle Sourcing Help Anyone with the Edit Draft Sourcing Documents function can access and edit draft negotiations AutoCreated from Oracle Purchasing. You can update a deliverable if needed or delete it altogether 4. See the Oracle Procurement Contracts online help for instructions on defining deliverables. 5.1. as part of the contractual agreement. This is a useful authorization for an administrator to have in case a draft needs to be edited. If Oracle Procurement Contracts is implemented. If you are a collaboration member with view-only access. Page 95/209 . anyone with the Unlock Draft Sourcing Documents function can break a lock on a draft but not access it for editing or submission. by default. To create a deliverable for a particular negotiation: 1. on vacation. you can unlock and edit other's drafts from the Manage Draft Negotiations page. are classified as deliverables. but the buyer has locked it and is subsequently unavailable. will have commitments to fulfill. you can edit any drafts that are not locked. On the Create Header page. For private negotiations: You must be the negotiation owner or a collaboration team member working on the negotiation to access the draft. On the Create Deliverable page define your new deliverable. click Contract Terms in navigation bar in the top left of the page. click Add Deliverable. you can create a deliverable and assign it to a negotiation. under the terms and conditions of the contract.

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

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

This includes the entire life of the sourcing document from the initial creation to the award process.9 What are amount based line types. but more of a service or activity. Such activities can be negotiated by using amount based line types.Oracle Sourcing Help o o o o o o Negotiation Order Shipment Receipt Invoice Payment To view the backing requisition information after the negotiation has been published: 1.4. and how are they used? Sometimes the item you need to negotiate is not a number of discrete units. If you select a line type that is amount based. and some team members may be required to approve the final document before delivery to potential suppliers. Access the negotiation. the quantity and unit of measure defaults to the values defined by your administrator and is display only. Buyers can optionally grant full access to some team members while restricting others to read-only access. Page 98/209 . This takes you to the Requistion Detail page. This takes you to the Requisition Summary page. click the Lines subtab. For example. inviting additional suppliers.10 How do collaboration teams work? When creating a negotiation. 2. The possible values are defined in Oracle Purchasing. 4. A category value may also appear if your administrator has defined a default category for that line type. Each member can be assigned specific tasks. click the number link in the Requisition column. 2. 2. Such tasks could include defining the item attributes. From the negotiation summary page. For the line whose requisition information you wish to view. you might need to negotiate training or consulting services.1. and creating document outcomes. Click the number link in the Line column. you can specify that an item is amount based by selecting an amount based Line Type value.1. When you create a negotiation.4. 3. awarding business to supplier. buyers can nominate collaboration team members to participate in the creation and administration of the sourcing document.

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

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

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

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

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

Follow steps 1 and 2 above. To define a temporary labor.Oracle Sourcing Help 10. Follow steps 1 and 2 above. Job Details. 2. You can use contract terms to specify legal and other requirements for your negotiation. On the Lines: Create Line page. You need the Contracts Terms Library Administrator responsibility to create and maintain clauses and contract templates in the Contract Terms Library. fixed-price line: 1. add notes or attachments to the supplier. Finally. and then click Go. 2. Finally. Provide the line with a description and select a Category value. you can create contract terms and apply them to your negotiation. 5. 2. Continue defining the remainder of the negotiation. 6. See the Oracle Procurement Contracts online help for information on using contract templates. On the Create Negotiation page. Continue defining the remainder of the negotiation. make sure you select a temporary labor. add notes or attachments to the supplier. Using contract terms is an easy way to create and maintain standardized contract text which can be customized as needed. To apply contract terms to your sourcing document: 1. 11. Search and select a Job from the Job menu. 3. and how do I use them in my negotiation? If Oracle Procurement Contracts is installed and licensed. On the Lines: Create Line page. add any notes or attachments to the supplier. Create attributes as needed to solicit additional information for this line. To define a general services fixed-price line 1.4 What are contract terms and conditions. 4. and Category will default according to the Job you select. fixed-rate line type. 2. click Contract Terms in the navigation bar at the top left side of the page. Continue defining your negotiation. The Description. 5. 6. Finally. 3. Page 104/209 . 4. Create attributes as needed to solicit any additional information for this line. search for and select a contract template from the list of values. On the Create Contract Terms page. and then click Go.2. make sure you select a general services. You need the Manage Contract Terms responsibility to create and maintain contract terms on negotiation documents. fixed-price line type.

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

On the Create Bid/Create Quote page. On the Create Surrogate Bid/Quote: Select Supplier and Contact page. Continue from the Terms and Conditions page with regular a response if terms and conditions are required. On the negotiation summary page. Click the negotiation number to access the negotiation summary page where you can see information on the negotiation.3. Negotiations in which you are participating appear under Your Negotiations at a Glance. Oracle Sourcing buyers can place surrogate bids on behalf of such suppliers. 2. click Full List. a surrogate bid can be entered into the negotiation. 4.2 How do I monitor the negotiations I have created? Access the negotiation you wish to monitor. If you do not see your negotiation. you can either Select View Response History from the Actions menu and click Go. enter the Bid/Quote Received Time. To place a surrogate bid on behalf of a supplier: 1. Click the Responses number to access the Details page for the negotiation. From the Negotiations Home page. and click Go. 2. It is when the buyer receives the offline copy of the response or when the supplier mails/faxes the response. To see the complete list of negotiations you created. 7. Page 106/209 . Once the buyer has received all the bid/quote information. You also search for all open negotiations to which you have access. 2. From the negotiations summary page.3 How do I respond on behalf of suppliers without Internet access? Sometimes suppliers cannot place their responses online since they have no online access. Sign on to Oracle Sourcing with Sourcing Super User responsibility. You can also use the Graphical Monitor to view and compare responses to your negotiation.Oracle Sourcing Help Note that the Your Negotiations at a Glance section shows a limited number of entries based on time remaining.3. enter the name or contact of the surrogate supplier in the Supplier field and click Go. click Full List. and then click View Response History to see information on responses to this negotiation. 3. 6. select Create Surrogate Quote/Bid from the Actions menu. access the negotiation in which you wish to bid by clicking its number. Select a contact for the supplier and click Create Surrogate Bid/Quote. Clicking the number of your negotiation takes you to the negotiation summary page. 5.

click the graph icon to the right of the negotiation. select the responses you wish to compare and click Compare. To view a complete list of your negotiations. From the Negotiations Home page. All participants can view the graphical monitor in open style negotiations.Price/Score by Time or Price by Score. Select the line(s) whose responses you wish to inspect and choose the type of monitor you wish to view . then click View Monitor. To view messages sent to you from suppliers (if any) click the number link under the Unread Messages column.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. To view information on responses.3. perform a simple or advanced search to locate the negotiation whose responses you want to compare. To compare negotiation attribute values for competing responses: 1. Page 107/209 . 2. 5. 2. response controls or invitation list. On the Analyze Line page. To use Your Negotiations at a Glance: Under the Your Negotiations at a Glance area of the Negotiations Home page. Only buyers can view the graphical monitor in blind style negotiations. You can easily compare the negotiation attribute values for these competing responses. 4. select the line and click Analyze. o o o Note: The graphical monitor is not available for sealed style negotiations until they are unlocked. From the Search Results display. 3. Select a negotiation item. identify the negotiation you wish to view. o To view the information about the negotiation such as item information. select the negotiation and click the Graphic Monitor icon.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.Oracle Sourcing Help 2.3. To view the graphical monitor of a negotiation. click Full List. click the negotiation number link. Note that the table displays only a limited number of entries. click the number link in the Responses column. you may receive responses from multiple suppliers. To perform a side-by-side analysis on all responses to the line.

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

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

You then set up two quantity-based price breaks. For these price breaks. Open the file up and use the instructions in the readme file (the . For each (non-amount-based) line in your negotiation. Once the negotiation is closed. Example: Assume you are purchasing PC keyboards. and how do I use them? Price breaks allow you to negotiate line prices with your supplier based on characteristics of your order.3. You can then enter different assumptions into the system and have it calculate which response is the best. Click Export. To download responses via spreadsheet for analysis: You can use the spreadsheet download feature to perform many tasks offline. 5. select: which type of files to download. you can use the spreadsheet download feature to export the response information for analysis offline. The first offers a price of 19$ per unit if buying more than 100. For example. and you may specify several quantity levels and the prices you are willing to pay at each. As long as you have not closed the negotiation. Download and save the file. Or you may be willing to pay more per unit if your supplier can ship the order to a special location. you may expect to receive a discount from your supplier if you buy a large quantity of units. 3.Oracle Sourcing Help Scoring negotiations to determine the best overall total cost.htm file) to process the spreadsheet. 2. select Analyze by Spreadsheet from the Actions menu and click Go. On the Analyze by Spreadsheet page. From the negotiation summary page for this negotiation. You specify 20$ as your start or base price. 1. You can use AutoAward to quickly generate a benchmark against which other ranking methods and scenarios can be compared. you can define as many price breaks as are appropriate. you receive the responses shown in the table below. select View AutoAward. On he negotiations summary page. Your level 1 price break Your offered price $20 Supplier Response $19 1's Supplier Response $19 Page 110/209 2's . The second offers a price of $18 a unit if purchasing over 500. Your suppliers respond to your negotiation specifying their responses to your price breaks. The AutoAward Recommendation page displays the response(s) that AutoAward has decided best fit the negotiation requirements. 2. or by a certain deadline. you can download a spreadsheet with which to make award decisions. 4.8 What are price breaks.

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

Using an online discussion Once a negotiation is published. participants can communicate with each other by entering into an ongoing conversation called an online discussion. On the table of negotiations. click the response number link. For example. Search for the negotiation you're interested in. Define your price breaks. you can offer a particular target price. price. 5. you could define multiple price breaks based only on order quantity. 2. Analyzing Price Breaks Once you have defined your price break expectations. 3. For example.Oracle Sourcing Help 4.9 How do buyers and suppliers communicate while a negotiation is in progress? There may be times when buyers and suppliers need to contact each other directly for additional information or clarification. you can have the system evaluate the supplier responses based on scenario information you enter. You can enter values for all price breaks you defined and the system will calculate which of the responses is best for the values you entered. To analyze price break information: 1. 4. and "Your Active and Draft Responses" for Sourcing Suppliers). Ship-To address/organization. You can set breaks by unit quantity. Clicking the Unread Messages number link takes you to the Online Page 112/209 . Click Add Another Row to define additional price breaks. Once a negotiation has been published. 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. 2.3. For each price break criterion. click Analyze by Line from the Actions menus and click Go. you can participate in a online discussion by clicking the number link under Unread Messages (under "Your Negotiations at a Glance" for Sourcing Buyers. and click Analyze Price Breaks. and effective dates (available for non-cumulative price breaks only). click Apply. You can define as many price breaks as are needed to fully define your pricing structure. On the negotiations summary page. you could enter different order quantities and see which supplier response is the best for a certain quantity. Select the negotiation line. and your supplier(s) have responded with quotes. Once you have defined all your price breaks. On the Analyze Line: Analyze Price Breaks page. 5.

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

click Full List.3.11 How do I extend a negotiation that is in progress? You can extend an negotiation beyond its scheduled close date and time only if you set your response controls to allow manual extension. and/or long-term agreement dates. To add suppliers to a negotiation: 1. if you extend that auction for only 3 days. you cannot extend an auction after its first AutoExtension has been triggered. 3. click the negotiation number link for the negotiation to which you wish to add additional suppliers. 2. However. and your new award date is January 27. You cannot manually extend your negotiation after it has closed. 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. your new close date is January 18. 2. click Full List. You can also enable AutoExtend or modify your AutoExtend settings if you wish.3. follow the instructions to add new suppliers. To manually extend your negotiation: 1. 6. Additionally. For example. need-by date. your new close date is January 22. click the negotiation number for the negotiation you wish to extend. 4. If you don't see the negotiation. A notification will be sent to all participants. Click Apply. On the Extend RFQ/Extend Auction page. 2. specify a new close date and time. Click Apply. select the Extend RFQ/Extend Auction option from the Actions menu and click Go. 5. On the negotiation summary page. Under the Your Negotiations at a Glance section on the Negotiations Home page. Under the Your Negotiations at a Glance section of the Negotiations Home page. On the Invite Additional Suppliers page. If. If your negotiation is not displayed. Enter a new close date and time. Select Add Invitees from the Actions menu and click Go. and your award date remains January 20. Page 114/209 . you entered an award date.Oracle Sourcing Help 2. 3. when creating this negotiation. if your negotiation includes a January 15 close date and a January 20 award date. and you extend that auction for 7 days.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.

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

3. Close the negotiation if it is not already closed. Once you have made your changed. 4. For example. All suppliers who participated in your negotiation are initially included in the shortlist. On the Award by Quote/Award by Bid page. you may wish to eliminate certain suppliers whose offers were not acceptable. 2. select the suppliers and click Change Shortlist Status. Their response information is displayed only for comparison and analysis. Page 116/209 .You must remove the supplier from the list by changing its status.3.13 What is shortlisting and how do I use it? Shortlisting is a way to divide suppliers who have provided responses to a negotiation into two groups after response analysis. You can also review and extend your auction's scheduled close date and time.Oracle Sourcing Help To change your auction's AutoExtend settings: 1. Note: Once the negotiation is closed. 3. search for and select the negotiation. The first group consists of suppliers whose responses fall within an acceptable range and can be considered candidates for awards. and you are making your award decisions. Responses from these suppliers are no longer considered as viable for award decisions. On the negotiation summary page. after the analysis of a first round of responding in a multi-round negotiation. On the negotiation summary page. If you choose to shortlist any suppliers. review your current AutoExtend settings (if any). The second group includes suppliers whose responses are unacceptable and whose further responses will be ignored for awards. and click Go. select Award by Quote/Award by Bid from the Actions menu. To change a supplier's shortlist status: 1. Under Your Negotiations at a Glance on the Negotiations Home page. On the Extend Auction page. or only those that receive bids during the AutoExtend period) Number of extensions allowed Length of each extension Start time of each extension (at the scheduled auction close time. You can modify the following AutoExtend options: o o o o Lines you want to AutoExtend (AutoExtend all lines. On the Negotiations Home page. click the number for the negotiation whose AutoExtend values you wish to change. click Apply. select the Extend Auction option from the Actions menu and click Go. 2. you will not be able to award them any business. You do this by removing these suppliers from the short list. or upon receipt of a new winning bid) 4. you will see all the responses from the last round. 2.

If the negotiation you're looking for is not displayed under Your Negotiations at a Glance. Security Level You can change the level of security on the negotiation. RFQ. On the Negotiations Home page. . You can add new members and/or delete existing members. select a negotiation by clicking its Number link under the Your Negotiations at a Glance section. 3.14 How do I initiate a new round of responding? After your RFI. click the Full List button to see a display of all your published negotiations. you have the option of downloading only responses from shortlisted suppliers. You can also enter search values in the Search Negotiations fields to search for a negotiation. RFQ. You can Page 117/209 . 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). you can initiate a new round of responding from the negotiations summary page: 1. On the Create New Round: Header page.3. none of the previous responses submitted are available for awarding. or auction has closed. To initiate a new round of responding: You can only initiate a new round of responding after the current round has closed. You must either wait until the negotiation reaches its close date and time. update your negotiation's header details as appropriate (*indicates a field that must be entered prior to the new responding round). 2. After you initiate a new round of responding. From the Results: Negotiations display. 2. Possible Description Modifications *Title/Style You can give your negotiation a new name and change the negotiation style. After the RFI. or auction has closed. or you must manually close it early.Select Start New Round from the Actions menu and click Go. click the Number link for the negotiation you wish to see.Oracle Sourcing Help Note: If you choose to download your responses into a spreadsheet and make your award decisions there. Possible Collaboration Team Changes You can change the makeup of the collaboration team working on this negotiation.

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

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

there may have been too few responses. you can enter a text note to participants explaining why you are canceling the negotiation. click Full List. To close your negotiation early: 1. the buyer can update information defined in the document if necessary. the responses to your negotiation do not meet your needs. This note is included in the notification that will be sent. Note that you cannot manually close an auction after its first AutoExtension has been triggered. if no preview date/time was specified) and before the close date/time. Page 120/209 . select the Cancel RFQ/Cancel Auction option from the Actions menu and click Go. In any of these cases. If you do not see the negotiation. Under the Your Negotiations at a Glance section of the Negotiations Home page.Oracle Sourcing Help 2. 2.17 How do I create an amendment to a negotiation? After publishing a negotiation. or the items are no longer needed. On the Cancel page. 5. The system notifies all the invitees and participants of the cancellation. 2. 3. This update is called an amendment. 1.3. enter a note to your suppliers. 3. 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 negotiation summary page.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. Under the Your Negotiations at a Glance section of the Negotiations Home page. Click Apply.16 How do I cancel a negotiation? Sometimes. On the Close Early page. 2. click the negotiation number for the negotiation you wish to close. Amendments can be created anytime after the preview date/time (or open date/time. 4.3. you may wish to simply cancel the negotiation. For example. 4. Also the line requirements have changed. click the negotiation number for the negotiation you wish to cancel. If desired. Click Apply. 2. or the terms of the responses are not acceptable. select the Close Early option from the Actions menu and click Go. enter the new date and time you want to close the negotiation or choose to close it immediately. On the negotiation summary page.3.

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

19 How do I view the approval history for my negotiation? If you selected the "Require award approval" negotiation control. Click Preview Contract Terms. Page 122/209 . 3. search for the negotiation you wish to print by clicking the Negotiation Number link. 2. open and inspect the print directly. Click the Contract Terms link in the navigation bar. On the Negotiations Homepage. Once you have submitted your negotiation's award decision. select Print Document from the Actions menu. Access the negotiation by clicking its negotiation link. On the negotiation summary page. If you cannot see all your negotiations. When the prompt box appears.Oracle Sourcing Help defined to the negotiation. or save it to a location on your machine and review the document there. On the negotiation summary page. open and inspect the print directly. These negotiations are listed under the Your Negotiations at a Glance section. your award decision must be approved before you can begin to create a purchasing document. When the prompt box appears. On the Negotiations Home page. 2. 3. When the prompt box appears. 2. If Oracle Procurement Contracts is implemented and the sourcing document has contract terms attached to it. 2. or save it to a location on your machine and review the document there To print contract terms only: 1.3. 4. select Print Document from the Actions menu 3. click Full List. You can view the approval history at any point. search for the negotiation for which you wish to print the contract terms by clicking the negotiation number link. search for the negotiation you wish to print. On the Negotiations Homepage. To print a negotiation (for suppliers): 1. the clauses and deliverables are printed as well. To print a negotiation (for buyers): 1. but there will only be data displayed after the recommendation has been submittted. you can view the approval status of your negotiation. open and inspect the print directly or save it to a location and review the document locally.

This allows you to quickly pinpoint any negotiations that are at risk because a deliverable has not been provided. To update the information on a deliverable. a detailed project plan. Navigate to the summary page for the negotiation 2. some of which will require deliverables. On the Update Deliverable page. On the Manage Deliverables page. a buyer may ask a supplier to provide copies of personnel certification. The Award Approval History page shows who has approved your award recommendation and the approvals remaining in the approval chain. When you are finished updating the deliverable information. 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. 2. you may have many negotiations in progress. When results are displayed. To see information on the negotiation to which the deliverable is assigned. click the entry in the Deliverable Name column. Click "Deliverables" under Manage in the Quick Links section of the Negotiations Home page. or delivery schedule before the buyer will consider finalizing a contract with that supplier. 2. You can easily view the status of all your deliverables. Select View Award Approval History from the Actions menu. you can create and manage deliverables for your negotiations.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. Modify or delete an existing attachment. For example. If Oracle Procurement Contracts is installed and licensed. click Apply. Page 123/209 . o o o To see information on the deliverable. 4.Oracle Sourcing Help To view the approval status of a negotiation: 1. To view and update your deliverables: 1. click the Update icon. See the Alert column for important information on the deliverable's status. or add a new attachment. 5. scroll if necessary to find your deliverable. click the entry in the Document Number column. 3.3. At any point in time. enter enough search values to restrict the results to the deliverable(s) in which you are interested.

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

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

Oracle Sourcing Help Page 126/209 .

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

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

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

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

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

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

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

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

event. style. For others you enter values.1. you enter search values for multiple search fields. supply a search value. 1. status. and a last closed and being awarded. To perform a search. or supplier. From the Your Negotiations at a Glance display. 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. These include number. You can use any combination of these search criteria to reduce the number of results you receive.Oracle Sourcing Help 2. When using the simple search method. The Your Negotiations at a Glance display shows all negotiations you created in order of time left before their close date/time. creator. Note that the display shows only a limited number of negotiations. All these negotiations can be viewed and accessed from the Your Negotiations at a Glance section of the Negotiations Home page. title. item. These include those mentioned above as well as type. and task number. you select one of the criteria mentioned above from the drop down menu. click Advanced Search.5. To perform an advanced search. on the Negotiations Home page. Enter search values for as many search fields needed to qualify your search. security level. One may still be in its preview period.1 Searching for your negotiations in which you are participating: At any point in time. project number. click Full List. There are several criteria you can use when performing a search to restrict the number of search results. For some fields you select menu options. You can select one of two search methods: simple and advanced. To perform a simple search. another open and being responded to. item category. Page 138/209 .2 Searching for all negotiations to which you have access: In addition to the negotiations you own. You can click the responses link to go to the History page where you can see the details of any responses. A common task is monitoring and administering all these different negotiations. you may have several negotiations that are in different states. 2.5. specify a search value and click Go. When using the advanced search.1. enter a value for the search criteria in the Search Negotiations fields at the top of the Negotiations Home page. select the type of search from the "Search Negotiations" menu. you can click the negotiation number link to go to the negotiation summary page to see details of the negotiation. and click Go. To see the complete list of negotiations you created.

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

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

On the Search and Select page. there are many predefined lists which you can apply to your negotiation to save time and standardize your sourcing practices. you can search for all lists that contain a particular list entry. 2.5. For example.7 Searching for lists When creating a negotiation. For each list. Click Go.1. %. You are returned to the negotiation creation page with your new address appearing in the address field. a search on br% returns only Brussels. use a wildcard. In some cases. Page 141/209 . Find the correct address and click Select. enter a search value in the Search field and click Go.1. This includes addresses such as Bill-To and Ship-To. Additionally.5. such as the percent sign (%).Oracle Sourcing Help 2. If you do not know the beginning of the name. many attributes default according to the organization you select. 3. select the list and click the appropriate links or buttons to process the list if necessary and to apply it to your negotiation. To search for and select a different address: 1. Enter as many search values as required to efficiently qualify your search. a search on %Boston might return North Boston as a billing address. Click the flashlight icon next to the address field. On the negotiation creation page. The system performs a begins with search using any search values you entered.6 Searching for addresses: While creating negotiations. For example. a partial name. you can search for all price element lists that contain a particular price element. 2. 3. To search and apply a list: 1. however. you can search using multiple criteria. you may need to change the default to a different address. For example. The Search Results display shows all addresses that matched your search criteria. most lists allow you to search by the list name and/or words in the list description. or the search wildcard. click the link to apply a predefined list. Such lists include lists of item attributes or price elements. a search on b% returns both Beijing and Brussels. From the Search Results display. The search value can be an address name. 2.

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

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

Once you have generated a Savings by Category report. see. Any report displaying calculated amounts do not include any RFI amounts. or All Outcomes.3.2 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.1.1 "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.2. with the category with the highest productive award appearing first.1) report for the items listed. To run the Savings by Category report. you can generate a Savings by Item (Section 7. 4. the report reflects only the system-hosted catalog item categories.1. select Standard Purchase Order.2. The report is sorted by category. Page 144/209 . Any report displaying calculated amounts does not include any RFI amounts.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. If Current Price is not available. see "How do I run the reports?" Note: For the Auction Outcome report parameter. Amounts do not include lines where award quantity and award amount are unspecified.Oracle Sourcing Help 4. Amounts do not include lines where award quantity and award amount are unspedified. Blanket Purchase Agreement. To run the Awarded Bids Detail report.2. You can view the supporting awarded bid by clicking the Auction number or Bid number. Savings is calculated by taking the difference between Current Price and Award Price and multiplying the difference by the Award Quantity.1.1. savings is zero. the report reflects only the system-hosted catalog item categories. Note the following when generating and evaluating report information: When entering a category search parameter. Section 4.

see "How do I run the reports?" Note: For the Auction Outcome report parameter. Savings is calculated by taking the difference between Current Price and Award Price and multiplying the difference by the Award Quantity. savings is zero.3 How do I export data to a spreadsheet? You can conveniently view report data online. If Current Price is not available. 4. Inc . click Export to Spreadsheet at the bottom of the report page. Any report displaying calculated amounts do not include any RFI amounts. Perspective for Java licensed from Three D Graphics.1.2. you may want to export the data to a spreadsheet application where you can analyze and format the numbers at your discretion. See "What are the Sourcing Intelligence reports I can generate?" 2. the report reflects only the system-hosted catalog item categories. Amounts do not include lines where award quantity and award amount are unspecified.. You can view individual quote details by clicking the quote number. You are prompted to save the file. Inc. 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. Generate the intelligence report of your choice. Blanket Purchase Agreement. click Save File. or All Outcomes.1.4 Awarded Quotes report What is the Awarded Quotes report? The Awarded Quotes report displays information about the selected RFQs that have been awarded in the system. Copyright 2000 Three D Graphics.) Save the file to the drive/location of your Page 145/209 .. 4. After you have generated your report. There are two main steps in this process: To export report data to a spreadsheet: 1. 3. but at times. savings is zero. (If you see an Unknown File Type window.Oracle Sourcing Help Savings is calculated by taking the difference between Current Price and Award Price and multiplying the difference by the Award Quantity. To run the Awarded Quotes report. select Standard Purchase Order.

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

You can sort the report by clicking on the any of the underlined column headings.2. Once the report displays. See "How do I export report data to a spreadsheet?" 4. the report defaults to your functional currency. and click Go. For each supplier. Click Export to Spreadsheet to download the report.) An asterisk (*) indicates a required field: o *From and Through Date Enter a date range for extracting and summarizing transactions. only transactions for that selected currency are displayed. 5. as well as the total amount awarded to this supplier. On the Negotiations Home page. see "How do I run the reports?" Page 147/209 . the report shows the total amount generated by each sourcing transaction type (bid or quote).Oracle Sourcing Help To view transactions in all currencies: When you view transactions for a selected currency in a report. In the spreadsheet.1. o o Category (if available) Select the category of interest using the search icon next to the field. However. 3. If left blank. o 4. Suppliers (if available) Select the suppliers of interest using the search icon next to the field. Currency Select the currency of interest. transactions for all currencies. To run the Awards by Supplier report.2 Intelligence Reports 4. (Not all reports have all of the following search criteria. are displayed. The Sourcing Reports page displays information on the reports in the system. you can export the report data to a spreadsheet.1 How do I run reports? 1. 2. It also gives a breakdown by negotiation type of the total amount of money transacted. click Show Chart (if available) for a graphical representation of the report. 4.3. if you want to view all transactions completed in all currencies. Click the link for the report you want to run. if desired. click the Reports tab. Enter any search criteria into the appropriate fields.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). including the selected currency and the currency code.

You can view the supporting awarded bid by clicking the Auction number or Bid number. the report reflects only the system-hosted catalog item categories.3 What is the Awarded Bids Detail report? The Awarded Bids Detail report displays detailed information about auctions for which business has been awarded. see "How do I run the reports?" Notes: Note the following when generating and evaluating report information: o o o o When entering a category search parameter. Any report displaying calculated amounts do not include any RFI amounts.2. Any report displaying calculated amounts do not include any RFI amounts. Page 148/209 .2 What is the Savings by Category report? The Savings by Category report displays your total savings broken down by item category. 4.2. Savings is calculated by taking the difference between Current Price and Award Price and multiplying it by the Award Quantity. The report is sorted by category. you can generate a Savings by Item report for the items listed. If Current Price is not available. 4. savings is zero. select Standard Purchase Order. To run the Savings by Category report. savings is zero.Oracle Sourcing Help Notes: Note the following when generating and evaluating report information o o o Any report displaying calculated amounts does not include any RFI amounts. or All Outcomes. Amounts do not include lines where award quantity and award amount are unspecified. To run the Awarded Bids Detail report. Amounts do not include lines where award quantity and award amount are unspecified. Savings is calculated by taking the difference between Current Price and Award Price and multiplying the difference by the Award Quantity. Blanket Purchase Agreement. see "How do I run the reports?" Note: For the Auction Outcome report parameter. Note the following when generating and evaluating report information: When entering a category search parameter. the report reflects only the system-hosted catalog item categories. If Current Price is not available. with the category with the highest productive award appearing first. Once you have generated a Savings by Category report.

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

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

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

shipping and billing information.6 “How do I submit a response online”). Page 152/209 . You can easily navigate to a particular section of the page (such as the item information section) by clicking the small down arrowhead icons or the links at the top right of the page. Alternatively. 5.3 How do I respond to a negotiation? Suppliers can respond to public negotiations and private negotiations to which they have been invited. Click the negotiation number to access the Negotiation Summary page. 3. 2. or quote). Monitor the action in the negotiation in which you are participating. This includes such information as the time the negotiation.1 “How do I monitor negotiations to which I've responded”). The Negotiation Summary page displays all the current information for this negotiation. Attachments can be viewed by clicking the paperclip icon. (See Section 5. Submit your response (bid. 2. click the negotiation number to access the Negotiation Summary page for the negotiation in which you are interested. Under Open Invitations. price elements. use the Search Negotiations fields to access the Active Negotiations page. If the item has attributes. the response controls.1.4 How do I view the details of a negotiation before placing a response? 1. The Notes and Attachments section displays any text messages from the buyer and any attached files. you can view information on the item attributes by clicking the "View" link under the Details column. or price breaks associated with it.1.1. Find a negotiation in which to participate (See Section 2.4. pricing.2. detailed item information.Oracle Sourcing Help Creating and managing sourcing events Updating profile information Viewing award decisions Updating profile information 5. (See section 5. To respond to a negotiation you must: 1.1 “How do I access negotiations”).

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

select Create Quote/Create Bid from the Actions menu to create a response to the negotiation. click Continue 7. You can see details of the negotiation on the negotiation summary page. 8. 2. click Accept. On the Active Negotiations page. If the buyer has defined Terms and Conditions. find your negotiation and click the negotiation number link there. be aware of the following size limits: o o o Attribute: 240 characters Target: 4000 characters Response: 4000 characters 6. Alternatively. On the Create Response: Review and Submit page. click View Quote History/View Bid History. If you want to view any responses that have already been submitted. this value appears in the Target Value column. Page 154/209 . To submit response online: 1. The Attribute Type column shows you whether a response is required or optional. If the buyer has chosen to display an attribute target. When you have responded to all required and optional line attributes.Oracle Sourcing Help Create Response page. you are asked to read and accept the negotiation terms and conditions. you can select the currency in which you will place your quote/bid. Note: Before you select a currency. you can enter search values into the Search Negotiations fields and click Go to list all negotiations in the system. After you select a currency. enter the following information. 5. you will see all prices listed in your chosen currency. You can only see the existing responses when the negotiation is open or unsealed. On the Create Quote/Create Bid page. When entering responses.1.6 How do I submit a response online? Navigate to the negotiation summary page for the negotiation to which you wish to respond by clicking its negotiation number link under the Open Invitations section of the Negotiations Home page. verify your response values. including ones to which you were not explicitly invited to. If correct. If so. 3. click Submit. 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). After reading the terms and conditions. all response prices (such as start price and target price) will be listed in the RFQ/auction currency. On the negotiation summary page.

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

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

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

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

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

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

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

You can create the spreadsheet once and then make only the modifications necessary for a particular negotiation. Save the spreadsheet file to a convenient location. 5. Access the auction on which you want to rebid. As you prepare to respond. 5. After you have located a negotiation on which to bid. 3. Navigate back to the Quote/Bid by Spreadsheet page. On the Create Bid page. When you are satisfied with your power bid prices. even if your new bid price exceeds the current best bid for any auction item. 7. Access the open negotiation to which you wish to respond.1. Bulk loading is also useful if you respond to similar negotiations that occur repeatedly. To download a spreadsheet and prepare your bid or quote offline: 1. Because you are only previewing your power bids. You can download an Excel spreadsheet or a text spreadsheet. Save the file.25. Your bid prices so not take effect until you click Submit Bid. 3. From the negotiation summary page. Page 162/209 . Enter numbers. your bid status does not change yet. The recalculated price appears in the Price field. 2.13 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. Click Recalculate to preview your power bid prices. 4.Oracle Sourcing Help To use power bid: 1. 4. click the negotiation number and review the negotiation's details and lines. 6. enter the power bid percentage by which you want to decrease each of your bids in the auction. select the type of file(s) you wish to download. click Clear Changes. click Submit Bid and review the details of your bid. then click History to review responses. 2. On the Quote/Bid by Spreadsheet page. for example. Open the spreadsheet file and complete according to the instructions in the Read Me file included in the zip. select Create Quote/Bid from the Action menu and click Go. You can then enter a new power bid percentage and click Go to revise your power bid. you may want to look at responses that have already been submitted (not viewable in blind or sealed auctions or in RFQs). 5. If you want to return to your original bid prices.

1. On the Rebid/Requote page. notifications are sent to the original and any newly added participants. Access the negotiation on which you wish to rebid. You respond to a second-round negotiation the same way as to the initial negotiation. 4.15 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. the initial round might have been simply for information gathering purposes. you can respond with your new Quote/Bid. you will need to respond to that item again. If correct. you can continue placing your re Page 163/209 .Oracle Sourcing Help 7. click Submit. On the negotiation Details page.14 How do I rebid on an RFQ or auction? 1. or the buyer may decide to change negotiation criteria such as terms and conditions. you can easily identify the updated information by clicking View New Round Summary. 3. Quote/Bid controls. If the buyer has updated an item for the new round. check your response information. your prior response is carried over to the new round. 2. Once you have displayed the new negotiation. There are several reasons why this might happen. After you have analyzed the updated negotiation information. After you have located the negotiation in which you wish to participate. 5. If the negotiation is an RFQ. Once the buyer has published the updated RFQ/Auction. enter your new bid information and click Continue. If the item is unchanged from the previous round. On the Review Quote/Bid page. Click Submit. click Create Quote/Bid. 9. or the invitation lists. The Multi-Round Modifications Summary page shows you negotiation information that has been updated since the previous round. Verify the details of your quote or bid. 8. Click the response link to access the Details page.1. The Bid Confirmation/Quote Confirmation page displays your bid number. Browse to the location where you saved your spreadsheet file. 5. If you need to make changes. The system will validate the response information you entered in your spreadsheet. use your Back button. Click Import.

When you respond to such a negotiation. To be eligible for an award decision. click Cancel. 2. Once you have acknowledged all the amendments. To respond to a negotiation that was amended after your first response: 1. you must review and acknowledge the amendments and place a new response. Page 164/209 . If you do not accept the negotiation's terms and conditions. 4. you will only be able to respond to the amended version. Search for the negotiation. click the checkbox and then click Acknowledge. On the Acknowledge Amendment page. 6.1. you must review and acknowledge each one. 5. you can continue to respond to the negotiation normally. Once a document has been amended. these terms and conditions are presented before you enter the details of your response. you must have reviewed all the amendments and placed a response to the latest one.16 Why would a negotiation have special terms and conditions? Your buying company can include customized terms and conditions that govern its negotiations. 3. the buyer may need to update some of the information defined in the sourcing document. review the document information. If you placed a response before the amendment was made. You are informed that the negotiation has amendments and are prompted to acknowledge them. Review the negotiation's terms and conditions. click Accept. To respond to a negotiation that was amended before your first response: If the amendment was made prior to your first access. 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. If there are multiple amendments. 1. then continue entering your response. 5.Oracle Sourcing Help 5. Click Yes. Such updates are called amendments.1. You will not be allowed to enter a response in the negotiation. Select the negotiation and click Respond.17 How do I respond to an amendment to a sourcing document? After publishing a negotiation.

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

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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Response Price The price at which you offered to sell the item. Page 170/209 . The Rejected Items page allows you to drill down into detailed information about the negotiation and your response to it. The Rejected Items page shows: Response Number The number assigned to your response by the system. Negotiation Number The number assigned the negotiation by the system. Once a negotiation has been published.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. or Buyer's Auction Item Description Description of the negotiation item. if any.| Type The type of negotiation: RFQ.2. participants can communicate with each other by entering into an ongoing conversation called an online discussion. Reason Any message provided by the buyer explaining why the item was not awarded. Response Quantity The number of item units you offered to sell the buyer. 5.2. Promise Date The date by which you promised to deliver the item.6 What information is contained on the Rejected Items page? The Rejected Items page shows you all items to which you responded but were not awarded by the buyer.Oracle Sourcing Help 5. Your Response Number The number you assigned your response.

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

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

mail or email. 2. open and inspect the print directly. or save it to a location on your machine and review the document there. The printed version also does not include any price elements defined to the negotiation. Buyers need the capability to download and print a negotiation for offline review. Access the negotiation by clicking its negotiation link. Government organizations in particular present solicitation packages according to a unified format. click the Response number link. 4. To view the details of your current bid. 1. To print a negotiation (for buyers): 1. If you cannot see all your negotiations. Page 173/209 . current prices. the clauses and deliverables are printed as well. Select the items for which you wish to disable proxy bidding. 5. On the Negotiations Homepage. click Create Bid.Oracle Sourcing Help To cancel proxy bidding. On the negotiation summary page. click Cancel Proxy at the bottom of the page. 2. select Print Document from the Actions menu 3. or names of invited suppliers. To continue placing a new bid. click Full List. Responders should be able to complete negotiation documents and return the results by FAX. and click Cancel All Proxies. On the Rebid page.9 How do I print information on my negotiation? Much business communication today is carried and managed offline. The Cancel Proxy Bidding page redisplays without the line item(s) for which you just disabled proxy bidding (you can choose to retain proxy bidding on some line items but not others). When the Rebid page appears. Once you have placed a bid using proxy bidding. Click Create Bid to create a new bid. search for the negotiation you wish to print. 3. The Cancel Proxy Bidding page shows all line items for which you have proxy bidding enabled. When the prompt box appears. continue entering your new bid information (including new proxy specifications if desired). If Oracle Procurement Contracts is implemented and the sourcing document has contract terms attached to it. The printed version of the negotiation is appropriate for public display since it excludes all internal data such as internal attributes. These negotiations are listed under the Your Negotiations at a Glance section.2. you can monitor its progress by locating the negotiation number under Your Active and Draft Responses section of the Negotiations Home page.

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

Click the negotiation number link to view the original negotiation and its updates. Click "View Amendment History" to see the changes made to the original negotiation. you must acknowledge that you have viewed the amendment and placed a new response 7. You use the Create Response page to enter your response to the buyer's negotiation. 2. To be considered for an award decision. Click Acknowledge Amendment. 4. 5.2. 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. You can toggle between the current version and its prior version using the buttons. which you must review and acknowledge. The Review Changes page identifies the information that has changed. 9. Click the suffixed number links to see the different versions of the sourcing document. You are presented any additional amendments. If you placed a response before the amendment was made.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. 8. On the Acknowledge Amendment page. Page 175/209 .Oracle Sourcing Help To respond to a negotiation that was amended after your first response: 1. If Oracle Procurement Contracts is implemented by the buying organization. The currently active version has the highest number and is the first entry in the table. and then click the checkbox acknowledging you have reviewed the amendment. 5. Once you have acknowledged all the amendments. The amended versions are suffixed with an incrementing counter. the next time you access the system the status of your initial response will have been changed to Resubmission Required in the Your Active and Draft Responses section of the Negotiations Home page. This includes responses to any contract terms the buyer has defined. 6. 3. you can place a new response on the negotiation. or click the Review Changes icon to see what information changed between a version and its prior version. you are presented the first amendment. Deliverables are part of the contract terms the buyer may have defined and are typically additional pieces of documentation that must be provided by the supplier. The negotiation summary page shows the original version of the negotiation. Click Acknowledge. Review the information.

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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6 What if I have problems uploading files? Check the online Help about errors or failures. 6. some browsers will not upload files or browse directories whose names contain language-specific marks such as accents or umlauts.4 Why can't I access some pages. Your system administrator controls function security by creating a Responsibility consisting of different functions. 6.1. Users who are associated with this responsibility can access and perform specific features. If you still cannot determine the cause of an error or failure. Then contact your system administrator. you should contact your system administrator to request additional function assignments. Agreement Start Date/Agreement End Date The period during which the blanket purchase agreement is effective.1. If you are using a slow dial-up connection. button. or multibyte languages (such as Chinese). note the error text if any. or if your upload does not complete. 6. Note: Depending on how the system is set up. Your Sourcing responsibility assignments determine which features you can use. Total Agreement Amount Page 180/209 . Function security means that features can be used only by users who are allowed access to the features. the connection. particularly for large files. the steps you performed that led to the problem. try placing the file in a WinZip file to reduce the file size or using a faster connection to the system. If the feature in which you are uploading allows.1. and (for bulk load jobs only) the job number. task bar option. and apply only when you have selected "blanket purchase agreement" as the auction outcome. links. buttons. or task bar options? All system features are controlled by function security and your userid. If you receive a Task Access Restriction message.5 Whom should I contact about technical difficulties? If you experience technical difficulties with this system you should contact your system administrator. or other feature. link. or if you cannot view or access a specific page.2 Glossary A Agreement Terms (Blanket Purchase Agreement only) Agreement terms are optional. may time out before the system receives the file.Oracle Sourcing Help 6.

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

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

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

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

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

M Minimum Bid Decrement The minimum amount by which bids must decrease This is set in the auction's bid controls.Oracle Sourcing Help H I J K L Lead Time The number of days between the order date and the shipment date (not between order date and receipt date).000 Bidder B's second bid = $800 Bidder B's third bid = $600 Minimum Release Amount Page 186/209 . the decrement percentage will be calculated based on a bidder's original bid price. For example: Auction #1234.000 Bidder A's second bid = $900 Bidder A's third bid = $800 Auction #2234. If you specify your bid decrement amount as a percentage. bid decrement = 20% Bidder B's original bid = $1. 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). Note: A bid decrement amount will always be applied to a bidder's current bid price. bid decrement = $100 Bidder A's original bid = $1. You can enter either a straight amount or a percentage by which bids must improve. but will be applied to the bidder's current bid price.

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

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

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

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

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

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

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

buyers can enter letters as well as digits. The winning response is selected by the buyer. however. buyers can only enter digits. Winning Quote/Bid The winning quote/bid is the response which most correctly meets the requirements of the negotiation. the quantity available.Oracle Sourcing Help V Value Type The type of value that suppliers should enter for item attributes: Characters (letters/words) Numbers (digits) Dates (numbers in date format) URL (using the format http://www. If you select Text. A response's acceptability is generally based on price.com) Text is the most flexible value type. Weights for scored attributes must total 100 and each scored attribute must have a weight of at least 1. buyers can only enter digits in date format. Z Page 194/209 . if you select Dates. availability date. the weight of a scored attribute as compared to other attributes. 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. You can use this number for your own internal tracking. If you select Numbers. may also be important.oracle.

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

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

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

Active lists are available for use by buyers during negotiation creation.2. If you include an attribute list in a negotiation template. Attribute lists are named groups of line attributes (line characteristics) that applies to a line in a negotiation. Any report displaying calculated amounts do not include any RFI amounts. see "How do I run the reports?" Note: For the Auction Outcome report parameter.Oracle Sourcing Help 7. On the Reusable Attribute Lists page. Savings is calculated by taking the difference between Current Price and Award Price and multiplying the difference by the Award Quantity.4 What is the Awarded Quotes report? The Awarded Quotes report displays information about the selected RFQs that have been awarded in the system. To run the Awarded Quotes report. 3. Click "Attribute" under the Reusable Lists area of Quick Links on the Negotiations Home page . or All Outcomes. the report reflects only the system-hosted catalog item categories. Buyer cannot create inactive lists .1. 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). If Current Price is not available. select Standard Purchase Order.2 Reusable Attribute Lists 7. You can view individual quote details by clicking the quote number. Amounts do not include lines where award quantity and award amount are unspedified. 7. Page 198/209 . To create an attribute list: 1. 2. enter a name and description of your list and select a status. savings is zero. Blanket Purchase Agreement. click either Create Header Attribute List or Create Line Attribute List . On the Create Header Atttribute List/Create Line Attribute List page. Note the following when generating and evaluating report information: o o o o When entering a category search parameter.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.

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

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

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

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

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

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

Add the clauses to a contract template. Non-Standard Clauses Non-standard clauses exist only in business documents.9. In order to make standard clauses available to be used in business documents.Oracle Sourcing Help 7.9. all the clauses in the contract template automatically become standard clauses in the business document. Page 205/209 . you must perform the following steps: 1.2 “About the Contract Terms Library”). You can create templates that include both clauses and deliverables. or you can leave the clauses in draft form. 3. or a standard clause that you edit and make non-standard. You can either approve clauses before adding them to the contract template. Prior to approval. the text of a standard clause in the business document can be changed. After you apply the contract template to a business document. at which point the clause becomes a non-standard clause. You can create and modify standard clauses in the Library. 7. A non-standard clause is a clause that you create to add in directly into the business document. Unless protected. 2. Clauses are drafted based on both business and statutory requirements. A contract template can consist of: o o o Clauses Variables Deliverables Note: The Deliverables functionality is currently supported only on contract templates with the Buy intent. Approve the contract template. These templates can then be used to default clauses and deliverables on a contract. Standard Clauses A standard clause is a clause defined in the Library (See Appendix 7. not in contract templates. the contract template can contain both approved and draft clauses.9 About Contract Templates Oracle Contracts enables you to define a standard set of templates to easily default terms and conditions for contracts authored by your organization.1 About Clauses A standard clause is the legal or business language used to author a contract. Apply the contract template to a business document.

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

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

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

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

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