ORACLE SOURCING On line Help Guide Release 11.5.

10 A collection of the on line help content

April 2006

Oracle Sourcing Help

Contents
1. Getting Started .......................................................................................................... 9 1.1 New to Sourcing? ............................................................................................... 9 1.1.1 What can I do with Oracle Sourcing? ...................................................... 9 1.1.2 What is required of me to participate? ................................................... 10 1.2 Getting Started with Oracle Sourcing............................................................ 12 1.2.1 Frequently Asked Questions: Oracle Sourcing ...................................... 12 1.2.1.1 What is Oracle Sourcing?....................................................................... 12 1.2.1.2 What are the differences between the available negotiation types?....... 15 1.2.1.3 What time saving functions are available to me when creating negotiations? .......................................................................................... 17 1.2.1.4 Who can utilize the spreadsheet functionality?...................................... 19 1.2.1.5 Are reusable invitation lists and reusable attribute lists shared across all three negotiation types?.......................................................... 19 1.2.1.6 What is attribute based negotiation and how can I use it? ..................... 19 1.2.1.7 I just saved a negotiation as a draft document. How do I continue working on it? ........................................................................................ 19 1.2.1.8 How do I stop others from editing a draft negotiation I am working on? .......................................................................................................... 19 1.2.1.9 What is the minimum information I need to enter before I can save a draft negotiation?................................................................................. 20 1.2.1.10 If I have saved a draft of a new Quoting/Bidding round, can I award business to quotes/bids from the previous round? ................................. 20 1.2.1.11 Why do some items in my negotiation have item numbers and others do not? ......................................................................................... 20 1.2.1.12 I know I can create RFQs and auctions in both Oracle Purchasing and Oracle Sourcing. What are the differences?.................................... 20 1.2.1.13 What happens if I cancel a negotiation having backing requisitions in Oracle Purchasing? ............................................................................ 21 1.2.1.14 What is Multi-Attribute Weighted Scoring and how does it work?....... 21 1.2.1.15 What does the Price to Total Score ratio mean? .................................... 22 1.2.1.16 What is the difference between Price-Only and Multi-Attribute Weighted Scoring RFQs/auctions? ........................................................ 22 1.2.1.17 Can I accept multiple currencies in my negotiation? ............................. 22 1.2.1.18 How do I invite non-registered supplier contacts to register with the system?................................................................................................... 22 1.2.1.19 How can I invite suppliers to participate in my negotiation?................. 24 1.2.1.20 What is the purpose of notifications? Who receives them and when?... 24 1.2.1.21 When does an invitee receive a reminder email notification? ............... 25 1.2.1.22 Do suppliers need to acknowledge their intent to participate before submitting responses? ............................................................................ 26 Page 2/209

Oracle Sourcing Help

1.2.1.23 Can I respond to a negotiation created by someone in my company? ... 26 1.2.1.24 What is the quickest way to respond to a negotiation that has many line items? .............................................................................................. 26 1.2.1.25 Can I invite additional suppliers to an RFQ or auction I've already created? .................................................................................................. 27 1.2.1.26 How many characters can be entered into the Item Description and the Note fields? ...................................................................................... 27 1.2.1.27 Can the system administrator require buyers to use a certain rank indicator?................................................................................................ 27 1.2.1.28 How can I check which purchase orders were created after completing my RFQ/auction? ................................................................ 27 1.2.2 Getting Started with RFQs ..................................................................... 28 1.2.3 Frequently Asked Questions: RFQs....................................................... 30 1.2.3.1 What are the Unlock Date and the Unseal Date?................................... 30 1.2.3.2 Can I submit multiple quotes per round? ............................................... 30 1.2.3.3 Can I cancel or retract my quote? .......................................................... 30 1.2.3.4 What are the Quote Currency and the RFQ Currency? ......................... 30 1.2.3.5 What is the most efficient way to create an RFQ with several line items? ..................................................................................................... 30 1.2.3.6 What is the most efficient way to quote on many line items in an RFQ? ...................................................................................................... 31 1.2.3.7 How can I view the quote values for all the price elements of an RFQ item? .............................................................................................. 31 1.2.3.8 What is the Promise Date, and why would I enter one? ........................ 31 1.2.3.9 Is an RFQ always blind or sealed and why? .......................................... 31 1.2.3.10 How can I invite a group of people from a supplier?............................. 31 1.2.3.11 Can I invite additional suppliers to subsequent rounds of an RFQ? ...... 31 1.2.3.12 In a sealed RFQ, can I see who is bidding? ........................................... 32 1.2.3.13 Why can't I see the graphical monitor in a sealed RFQ? ....................... 32 1.2.3.14 Can I close my RFQ earlier than the original close time? ..................... 32 1.2.3.15 How do I start another round of quoting in an RFQ? ............................ 32 1.2.3.16 Can I modify an initial RFQ for the next round? ................................... 33 1.2.4 Getting Started with Auctions................................................................ 33 1.2.5 Frequently Asked Questions: Auctions.................................................. 36 1.2.5.1 What are the different auction styles?.................................................... 36 1.2.5.2 What is the difference between Quote/Bid start price and target price? ...................................................................................................... 36 1.2.5.3 Why isn't there a target price for every item? ........................................ 36 1.2.5.4 What is the target price used for?........................................................... 36 1.2.5.5 Can someone in my company award an auction that I create? .............. 36 1.2.5.6 Can two people from the same company bid on the same auction? ...... 36 1.2.5.7 When two respondents from the same company place bids, can they view each other's bid details?................................................................. 37 1.2.5.8 If my RFQ/auction is open to all suppliers, why would I invite suppliers to participate?.......................................................................... 37 1.2.5.9 How do I initiate a new round of quoting or bidding?........................... 37 1.2.5.10 Why is the "Can bidders see other bidders notes and attachments?" bid control not available for blind auctions?.......................................... 40 1.2.5.11 Can a bidder retract a bid? ..................................................................... 41 Page 3/209

Oracle Sourcing Help

1.2.5.12 Why can't I always view scores and weights set up by the buyer? ........ 41 1.2.5.13 Why are display-only attributes not visible in the Bid Compare page? ...................................................................................................... 41 1.2.5.14 How can I extend an auction beyond the close date/time? .................... 41 1.2.5.15 How do two bids with the same score get ranked if the prices are the same?................................................................................................ 41 1.2.5.16 What is a Single Best Bid?..................................................................... 41 1.2.5.17 What is the difference between Proxy and Power Bidding?.................. 42 1.2.5.18 How does Proxy Bidding work in Multi-Attribute Weighted Scoring auctions? ................................................................................... 43 1.2.5.19 Can a bidder see the names of the other bidders? .................................. 43 2. Help for Sourcing Buyers ....................................................................................... 44 2.1 Creating Negotiations ...................................................................................... 44 2.1.1 Creating RFIs, RFQs, and Buyer's Auctions.......................................... 44 2.1.1.1 How do I create a new negotiation?....................................................... 44 2.1.1.2 How do I create a new Request for Information (RFI)? ........................ 44 2.1.1.3 How do I use Quick Links?.................................................................... 47 2.1.1.4 How does Oracle Sourcing use information in Oracle Purchasing when AutoCreating draft sourcing documents?..................................... 47 2.1.1.5 How do I edit a negotiation document Autocreated in Oracle Purchasing? ............................................................................................ 50 2.1.1.6 What information must I provide to create my negotiation header?...... 51 2.1.1.7 Can I accept responses in multiple currencies?...................................... 55 2.1.1.8 How do I restrict a supplier to a particular currency? ............................ 56 2.1.1.9 How do I add lines to a negotiation?...................................................... 57 2.1.1.10 How do I define services related lines?.................................................. 63 2.1.1.11 What are response controls?................................................................... 64 2.1.1.12 Can I ensure that an award recommendation gets approved before I generate its purchasing document? ........................................................ 68 2.1.1.13 How do I invite suppliers to participate in my negotiation? .................. 69 2.1.1.14 How do I create an amendment to a negotiation? .................................. 70 2.1.2 Templates, Spreadsheets and Lists......................................................... 71 2.1.2.1 How do I use negotiation templates? ..................................................... 71 2.1.2.2 What are line attributes and attribute lists, and how do I use them?...... 71 2.1.2.3 How do I create and edit negotiation templates? ................................... 72 2.1.2.4 How do I create and edit a reusable invitation list? ............................... 73 2.1.2.5 What happens to the item category when I create a negotiation by applying a template and using spreadsheet upload? .............................. 74 2.1.2.6 What happens to the attributes/price elements when I create a negotiation by applying a template and using spreadsheet upload? ...... 74 2.1.3 Item Attributes, Attribute Scoring, Price Elements, and Price Breaks..................................................................................................... 75 2.1.3.1 What are line attributes, and why would I add them to my negotiation lines? ................................................................................... 75 2.1.3.2 How do I add line attributes to my negotiation? .................................... 75 2.1.3.3 Can I base my award decision on line attributes other than just price? ..................................................................................................... 78 2.1.3.4 How do I define weighted attributes and scores for my negotiation lines? ...................................................................................................... 81 Page 4/209

.....1... 100 2.......................3 How do I define services related lines?............... and how are they used? ....................... and how do I use them?.........................................2....1........4.........1 How do I create a deliverable and use it in a negotiation document?......................... 107 2....... 97 2.................. and how do I use them in my negotiation?.......4. 88 2..................................4..............................................................1..............Oracle Sourcing Help How do I use price elements? ..........3...... 115 2...................8 How do I view the backing information for lines AutoCreated from Oracle Purchasing?.. and how do I use them?.................1......3..............14 How do I initiate a new round of responding?........ and how do I use them?.. 103 2................................ 102 2..........8 What are price breaks.........................1.3...............1..4...................................................3.. 98 2......................3 How do I respond on behalf of suppliers without Internet access?................................12 How do security levels work? ..5 2.....................................3.............13 What is shortlisting and how do I use it? ...........2...................................................4...................... 95 2.......... 103 2.... 93 2................3......................... 99 2.......4.......................................................................3 Are there any shortcuts available when creating a sourcing document? ..11 How do I extend a negotiation that is in progress? ..................1........................................................... and how do I create and use them? ..9 How do buyers and suppliers communicate while a negotiation is in progress? ..4 Can I create and save sourcing documents without submitting them? .............. 106 2...3..................5 How do I use the Graphic Monitor to compare competing quotes or bids for a particular negotiation line?... 91 2......6 How do I copy a sourcing document?.............1...... and how do I use them in my negotiation?....... 105 2...3...........4..4 What are contract terms and conditions....................... 96 2...7 How do I analyze the responses I have received?............3....... 100 2.......11 Who can participate as team members? ........7 What are contract terms and conditions... 104 2.............................. 86 2..1.4.....................3 Monitoring Negotiations.2 What kind of services can I negotiate for?.............................10 How do collaboration teams work? .13 What are global agreements..........1........................................... 114 2................. 84 2.......................1...3...............3........1........................................2................3......................................... 98 2... 112 2...1.................3..........10 Can I invite additional suppliers to a negotiation I've already created? ........... 88 2...1........... 109 2.........9 What are amount based line types. 106 2.....6 .........................................3...............3.4 Additional Creation Topics .....................................3....................... 110 2..................................4 What are Your Negotiations at a Glance?......................... 108 2......................................... 117 Page 5/209 2.......... 96 2... 105 2.............4................................4.1...1 What are some negotiations strategies I can use? ....................................................6 How do I download the responses I have received? ...............................3...............2 What is a sourcing event? .................1................ 102 2...4..........7 What are price breaks..............12 How do I change my auction's AutoExtend settings while the auction is in progress?........................... 107 2........................... 114 2....4..............2 Using Oracle Services Procurement and Oracle Procurement Contracts......4.................2 How do I monitor the negotiations I have created? ................5 How do I create a deliverable and use it in a negotiation document?...........................................1 How do I access negotiations? ..........................1.... 92 2...... 84 What are Reusable Price Element Lists...............2................. 116 2.......................

.....................8 How do I allocate backing requisitions among awarded items? .............................................4 Awarding Negotiations ......7 How do I use a spreadsheet to award negotiation items?..........1 Awards by Supplier report ......2 What is the Savings by Category report?...........1................1 How do I view the responses I have received? .......................9 How do I disqualify responses I receive for an RFI..........................................1 How do I search for information on Oracle Sourcing? ..... 145 4...........................................3 How do I export data to a spreadsheet? .................................1....4 Awarded Quotes report ..................3........1..............19 How do I view the approval history for my negotiation? ...5....... Sourcing Buyer Intelligence Reports..... 123 2...........................18 How do I print information on my negotiation? ................................. 122 2..... 131 2..............................................................3.... 139 2..................................1......................................... 120 2..........5 Searching.5.............. 137 2...............2.4.....5............................. 147 4....15 .........4..............................17 How do I create an amendment to a negotiation? ..... 143 4..................16 How do I cancel a negotiation?......4..... 143 4.............5 How do I download the responses I have received? ...............................5...........2 Savings by Category report...3........1.............................1.4.........................................1........... 142 3..................................... 143 4..........6 How do I manually score header attributes? ..............2 Searching for all negotiations to which you have access:..1 Introduction to Sourcing Intelligence.......1..................................................2 Intelligence Reports .........10 What information is contained on the Award Summary page? .....................2.......................... 147 4... 145 4............................. 137 2.... 121 2....... 148 Page 6/209 2.............................3 Awarded Bids Detail report .............................. 120 2................2 What are the Sourcing Intelligence reports I can generate?........5.......................................4 Searching for suppliers:....1....... 137 2..........4............1 How do I update my Sourcing personal options? .. 144 4...................1...... 128 2.........13 What is contract binding?.1 How do I run reports? . 140 2........ 124 2............................................... 144 What is the Awarded Bids Detail report? ................................4................3 What are the different methods I can use when performing awards? ........................4.........4..............1... or auction? .................................................... 129 2....... 138 2...... 130 2. 120 2...........................12 How do I generate a purchase order document? ........3.2 How do I unlock and unseal a sealed RFQ or auction? .........................................1 What is the Awards by Supplier report? .......... 127 2......6 Searching for addresses:..........................................4.1.... 143 4.................2.........5...... 142 4...3................................................ 136 2... My Profile .........................1.1.............................2......4................................................................... 141 2.................. 138 2............................4............................................20 How do I manage deliverables I have assigned to a negotiation?........................................2.............................2.......................................... 124 2.........4...4 How do I award business in an RFQ or auction?...... 143 4..................Oracle Sourcing Help How do I close a negotiation before its scheduled close date and time?...... 147 4............ 124 2..........................4...7 Searching for lists................................11 Can I see information on my negotiations once I have completed awarding them? .................................... 144 4................................................3................................... 133 2........ 141 3.1.....................5................5 Searching for lines and categories. 139 2.............1 What is Sourcing Intelligence? .... RFQ....... 135 2....3........ 145 What is the Awarded Quotes report? .................................3 Searching for draft negotiations ..................................... 124 2.................5..............1 Searching for your negotiations in which you are participating: . 133 2..

..9 What is AutoRefresh? .. 166 5....10 How do I respond to an amendment to a sourcing document? ...... 178 6....................... 172 5...............................5 What information is contained on the Awarded Items page? ..............1 What are the benefits of registering and participating in this system? ....................8 How do I turn off proxy bidding? ............2...... 164 5....... 150 5....................... 169 5..1....................................................... 170 5......1.............................................................................................4 How do I view the details of a negotiation before placing a response? ...................... 170 5.. 179 6...................1 How do I search for negotiations? ............................1.............................................. 161 5..............9 How do I print information on my negotiation? ................1................2........... 150 5......8 How do I use item attributes and price elements when responding to a negotiation? ....................... 158 5. 175 5.....................................19 How do I respond to a service-related line?.......3 How do I track the status of my responses?...................................................................................................... 177 5...3..6 How do I submit a response online? ................. 154 5................................................1............................ 161 5..7 How do buyers and suppliers communicate while a negotiation is in progress? ...........................12 How do I respond to a service-related line?....... 148 4.............. 159 5...............................................2...................2 How do I use Quick Links?....... 178 6..................13 How do I download a spreadsheet and respond offline?.....1............................. 178 6................. 152 5................................................2...............1.... 176 5................................. 162 5.1.11 How do I respond to a deliverable defined to a negotiation?.................................. 167 5..................................... 173 5.............................. 167 5... 151 5.......6 What information is contained on the Rejected Items page?......... 179 Page 7/209 ... 159 5.............................................2 Monitoring Negotiations......15 How do I respond to a negotiation that has gone to an additional round of responding?........2.........1........7 How do I view the attachments associated with the negotiation to which I am responding? ..... Help for Sourcing Suppliers...........................................1..Oracle Sourcing Help 4...................2................17 How do I respond to an amendment to a sourcing document? ..................2..........................................12 What is power bid?................. 168 5............................ 165 5..3 How do I respond to a negotiation? .......................3 Searching......... 167 5............................2......1.... 163 5....................................... 163 5................................... 150 5...............................2.2.......1.......................................2........................................1...........1 Additional Topics . Additional Information.............3 What is the Awarded Bids Detail report? ......2 How do I use Quick Links?..............................................................4 What information is contained on the Disqualified Responses page? ...2 Can international companies participate? ...... 158 5...........................1 How do I monitor negotiations to which I've responded? ....................1.......1.........................................................................1........ 164 5.........3 What is a WinZip (or zip) file? .........................14 How do I rebid on an RFQ or auction? ....5 How do I respond to a Request for Information (RFI)?......2.......................................... 153 5....1......... 149 5...........................16 Why would a negotiation have special terms and conditions? .. 152 5....2....10 What is proxy bidding and how does it work?........1............................................1...........1...........................1.......................1.............................................4 What is the Awarded Quotes report? ....18 How do I respond to a deliverable defined to a negotiation?.............................. 167 5...............................1 Responding to Negotiations.................................1 How do I access negotiations? ........... 174 5...........2.. 177 6.....11 How do I turn off proxy bidding? ..........

........................................9................................................................ 200 7..........................................1.......................................3.................. 207 Value Sets for Variables.......................1...6 What if I have problems uploading files? .1 What are the Sourcing Intelligence reports I can generate?........................................................................................................... 203 7.... 204 7..................... or task bar options? ............................................3 About Deliverables.......................... 180 6.............................................. 206 7.. 195 7.........................................9.............3 What is the Awarded Bids Detail report? ................................................................................................ 198 7.......... 205 Non-Standard Clauses.................... 195 6................................ 199 7........................................................1 How do I create an attribute list? ......... 199 7.......1 What are header attributes and how do I use them?...3 Documentation Accessibility .....................................................9 About Contract Templates ..................... 197 7........................................................5 How do I use the Graphical Monitor to view responses to items in my negotiation?........................... 206 Table Variables ............3........... 205 7................. Appendix ...........................................................1............................ 206 System-Defined Variables ..................................................2 What is the Savings by Item report? .......................................................................... 180 6... 196 7... links................................Oracle Sourcing Help 6............3 What are score settings and how do I use them with header attributes? .............................. 197 7.2 Accessibility of Links to External Web Sites in Documentation. 196 7.... 203 7.....................2.........................1.....5 Whom should I contact about technical difficulties?.....................1.................. 207 User-Defined Variables.... 198 7....................................1....... 180 6......................................................1..............................1 Accessibility of Code Examples in Documentation ......6 Why are some RFQs and auctions associated with a sourcing event? ............. 205 Standard Clauses ......................................................................... 207 Deliverable Variables. 196 7........4 How do I enter business terms and conditions for my RFxs and auctions? ........4 Why can't I access some pages...................... 202 7.............................................. 195 6.................................................9.. 205 7............ 195 6....................................1 What are the Awards by Supplier report? ...........2 Glossary........................................................................ 208 Page 8/209 ...................................................3...4 What is the Awarded Quotes report? ......................1......1 About the Contract Terms Library.......8 Can suppliers communicate with each other while a negotiation is in process? ............................... 180 6......................................... 207 Variable Identification ........1 About Clauses ...............................................................2 Reusable Attribute Lists ..............2 About Variables ........... 208 7................. buttons.............................................4 Product Integration and Licensing..........................7 What are reusable price elements and how do I create them? . 198 7..9...................

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

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

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

1.2.6 “How do I copy a sourcing document”) Multiple Currency support (See Section 2. Buyers can use the information obtained to subsequently conduct an RFQ or buyer's auction.4.requests for quotations (RFQs).1. who might never meet face-to-face.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. but on lead times.2. quantity.7 “Can I accept responses in multiple currencies”) Multiple Language support Notes and Attachments (See Chapter 6. Common Functionality All sourcing document types have the following common functionality to simplify the negotiation creation process: Reusable Attribute Lists (See Appendix 7.2 “Glossary”) Terms and Conditions enforcement (See Section 5.1. Prices are established based on actual supply and demand at the time the negotiation is transacted.1. Page 12/209 .Oracle Sourcing Help 1. “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. The four different types of sourcing documents available .3.2.1 Frequently Asked Questions: Oracle Sourcing 1. enabling them to efficiently obtain the best possible prices for goods and services. and then use that information to create negotiations that drive prices based not only on price.1.1.1. requests for information (RFIs). Buyers and sellers.2. and buyer's auctions.2 Getting Started with Oracle Sourcing 1. Buyers use real-time interaction to obtain information on suppliers' products and services.2.1 What is Oracle Sourcing? Oracle Sourcing offers flexible negotiation capabilities to buyers and sellers.4 “How do I create and edit a reusable invitation list”) Sourcing Template (See Section 2.

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

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 .

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

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

2) Information obtained during the RFI can be used to create a new negotiation document.Oracle Sourcing Help Attribute Based Bidding (See Section 5.3 What time saving functions are available to me when creating negotiations? There are many ways you can streamline the creation of sourcing documents: Copying an existing document You can copy documents that you.1.15) Buyers can manually extend an RFI or close an RFI earlier than the scheduled close date.7) 2.2.10) Price Elements Attribute Based Bidding (See Section (See Section 5. Multiple If allowed by bidders may multiple bids.4.4. The details of the document such as the controls.4. Decrement/Increment (See Section 2.4. Page 17/209 .4.15) scheduled close Minimum Bid date.10) Bidding (See Power Bidding (See Section 5.3.8) Extend/Early Close (See AutoExtend (See Section Section 2.1.7) 1.8) 5. Manual Extend/Early Close (See Sections 2.1.1.1.11) an RFQ or close an RFQ earlier Early Close (See Section than the 2. Multiple Quotes The RFQ business process allows suppliers to submit a single quote per round.1.11) Buyers can Manual Extend (See manually extend Section 2.1. Convert to negotiation document (See Section 2.4.8) RFIs use item attributes to solicit item information from suppliers.8) Section 5.11/2.1. submit Other Proxy Bidding (See Attribute Based Section 5.1. terms and conditions. Bids buyer. and invitation list are copied into a new document which you can edit if necessary.3.8) Price Elements (See Manual Section 5.11) 2.1. have previously created.1.1. item information.11) Price Breaks (See Section Price Breaks (See Section 2. or any other users in your organization.1.1.

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

optional. How do I continue working on it? You can continue working on a document saved as a draft by After clicking Save Draft. called item attributes.6 What is attribute based negotiation and how can I use it? Attribute based negotiations enable buyers to define multiple item-specific characteristics. and delivery." Alternatively.2. 1. The document is released when Page 19/209 .2. these attributes can be either required.7 I just saved a negotiation as a draft document. Depending on the setting chosen during the negotiation creation.1. you see the Confirmation page. buyers define attributes for negotiation items.1. You are granted exclusive control until you release it. Buyers can efficiently create and award RFQs and auctions while suppliers can also use this functionality to assist in bidding in auctions or submitting quotes for RFQs. 1.2. quantity. you can click "Manage Draft Negotiations" to access the Manage Draft Negotiations page. you can click "Continue editing your draft. that allow bidders/suppliers not only to respond to the price. ensuring that only one user can work on a draft at any time. 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. From this page. in essence "answering" the buyer's question.1. but also to other features salient to each item. When creating an RFI. These attributes represent important aspects of the item for which the buyers need information from their suppliers. 1. or display only. Item attributes and their responses comprise the heart of the RFI process.5 Are reusable invitation lists and reusable attribute lists shared across all three negotiation types? Yes.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.1. 1. Suppliers reply to the item attribute.4 Who can utilize the spreadsheet functionality? Both buyers and suppliers can utilize the spreadsheet functionality to save time when creating or Quoting/Bidding on multi-line item negotiations. these lists are shared across all document types and can be accessed by the buyer as required. From this page you can access and edit any of your draft negotiations.Oracle Sourcing Help 1.1.2.

Negotiations with Round Completed are not available for awarding.1.) Another user removes the lock. can I award business to quotes/bids from the previous round? Once you save a new round of Quoting/Bidding. making it available for award.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. If you wish to create a draft for a new round. (Users with the appropriate function security.1.) 1. The system automatically updates the status of the previous round to Closed.12 I know I can create RFQs and auctions in both Oracle Purchasing and Oracle Sourcing.2. (The original creator can always unlock a draft. The information from the previous round is enough to save a draft. you are not required to enter any information. You delete it from the Manage Draft Negotiations page. What are the differences? You can create RFQs and auctions in both Oracle Purchasing and Oracle Sourcing.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. Each has its own benefits: Page 20/209 . 1.10 If I have saved a draft of a new Quoting/Bidding round.2.2.1.1. such as the Sourcing Super User. However.2. You can save an negotiation as a draft as soon as you get to Step 2. Negotiations lines entered directly in Oracle Sourcing can include item numbers and item revisions if the item information was retrieved from the Item Master. you can delete the draft for the new round from the Manage Draft Negotiations page. the system automatically updates the status of the previous round to Round Completed. can unlock draft auctions/RFQ which were locked by other users.Oracle Sourcing Help You save it. It is removed from the system. The draft creator selects the draft and clicks Unlock on the Manage Draft Negotiations page. You submit it (the draft becomes a valid negotiation in the system). 1. 1.

Oracle Sourcing Help RFQs/auctions in Oracle Sourcing Real time bidding. the more desirable the attribute value or range of values. As responses are received. 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. It then ranks the scores for the same item from different respondents based on a Price to Total Score ratio. the requisitions become available again to AutoCreate in Oracle Purchasing. New buyers can then manage the requisitions as needed.13 What happens if I cancel a negotiation having backing requisitions in Oracle Purchasing? As soon as you cancel a negotiation with backing requisitions. Scores represent the desirability of that attribute value or range of values compared to other values. The higher the weight. 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. breaks.2. 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. the more important the attribute to the item. 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 higher the score.1. 1.2. quantity. Custom attributes having weights and scores are called weighted attributes and require a response.1. or need-by date.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. Page 21/209 . 1. the system calculates a weighted score for each attribute response and a Total Score for the item. Scores are numbers between zero and 100 and are assigned to each possible attribute value or range of values.

To lower the ratio for an item included in a bid. The winning response is decided based on the buyer's definitions of the relative importance of item attributes.16 What is the difference between Price-Only and Multi-Attribute Weighted Scoring RFQs/auctions? In a price-only negotiation.1. 1.2. reflected in the Price to Total Score ratio. When you create a new negotiation. it offers the best value for the money. you can invite these users Page 22/209 . delivery dates and attributes of an item. the system ranks the supplier only on the basis of price.18 How do I invite non-registered supplier contacts to register with the system? If a supplier company has already been defined to your system (using Oracle Purchasing) and you know of any non-registered contacts at the supplier company whom you wish to invite to current or future negotiations.1. 1.1. In both price-only and Multi-Attribute Weighted Scoring negotiation. the system will automatically convert the responses to the negotiation currency. suppliers can quote/bid on price. In other words.2. quantity.Oracle Sourcing Help 1. the buyer can still award the negotiation to any supplier regardless of the Price to Total Score ratio values.2. A buyer can view bids plotted on a Price to Total Score graph to assist in analysis of quotes/bids.2. the negotiation currency defaults to the functional currency defined for your operating unit.15 What does the Price to Total Score ratio mean? The Price to Total Score ratio is calculated only for Multi-Attribute Weighted Scoring RFQ/Auctions and is used to rank quotes/bids. The buyer can still award the item regardless of the ratio.1.17 Can I accept multiple currencies in my negotiation? Yes. they are allowed to respond in only one currency per response. Whenever you view the responses you have received. 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. however. 1. Though suppliers in a multi-currency negotiation can submit responses in several currencies. but it offers the lowest price per point of score. The lowest ratio receives the highest rank. you can allow bids or quotes in currencies other than the negotiation currency. The lowest ratio among competing responses may not offer the lowest price. In a Multi-Attribute Weighted Scoring negotiation. item attributes can be scored and weighted. However. 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.

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

1. acknowledge intent. 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 . 1.2.19 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." 2.Oracle Sourcing Help To register a user yourself: Anyone with the Sourcing Super User authorization. 1. enter the required information. 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. On the Register an External User page.20 What is the purpose of notifications? Who receives them and when? Notifications are used to communicate specific events to users. 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. You receive a confirmation that the new user has been registered. Click Register. click "Register a Supplier User. 1. a buyer with the appropriate authorization can add the company to your Supplier Master). Invitations are automatically sent to each supplier. Select the applications to which the user will have access. 3. From the Portal page.1. Search for and select the supplier company name by using the flashlight icon (if the supplier company information does not exist within the system.2.

or all a certain Quote/Bid has been quote suppliers in the sealed disqualified RFQ. they receive a reminder email notification once the negotiation has opened for either previewing or responding. Negotiation Duration Reminder Email Sent Equal to or less than One hour after the Preview/Open Date 24 hours Page 25/209 . When the reminder gets sent depends on the duration of the negotiation. 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. 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 1.21 When does an invitee receive a reminder email notification? If companies do not acknowledge participation by a certain time.1. The negotiation duration is the length of time between either the preview date (if the buyer specified one) or the open date.2.

2. these new invitees receive reminders at the original time.1.1.23 Can I respond to a negotiation created by someone in my company? No. you can upload it to enter your responses into the system to. however.1. you can respond to negotiations created by your company's affiliates. Otherwise. you can download a spreadsheet which you can complete offline to specify your response information. It is not mandatory to acknowledge your intent before submitting responses. You cannot respond to any negotiation that your company owns.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.2. Page 26/209 . 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. If the buyer starts another round of negotiation before the reminder time.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. then invitees do not receive a reminder. 1. However. if they are added after the original 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. If the negotiation is closed. If additional companies are added before the original reminder time. the reminder is not sent. they receive it at the original reminder time. canceled or deleted before the reminder time.2. 1. Such acknowledgments are intended to enhance communication between buyers and suppliers and inform buyers of the potential participation. 1. then invitees do not receive any reminder. Bulk loading is also useful if you respond in similar negotiations that occur repeatedly. Once you have completed this spreadsheet. they do not receive reminders.

click the response number link to view the information on that response including the corresponding purchase order created for that response. you can enter a maximum of 240 characters. which includes the purchase order numbers along with other information.1. Page 27/209 . 1.2. On the Award Summary page. This displays all purchase orders for a particular negotiation. the negotiation number.1.26 How many characters can be entered into the Item Description and the Note fields? For an Item Description field.28 How can I check which purchase orders were created after completing my RFQ/auction? There are various ways to check which purchase orders were created. select Award Summary from the Action menu and click Go.2. you can require a particular indicator be used for all negotiations. you can enter a maximum of 2000 characters. 1. You can check your Notifications for the Purchase Order Creation Notification. access the negotiation whose associated purchase orders you wish to see by entering the negotiation number into the Search Negotiations fields.1. You can search for the purchase orders in Oracle Purchasing by entering the negotiation data. Any user assigned the appropriate job function can add suppliers to an RFQ or auction any time before the close date and time. As the system administrator.27 Can the system administrator require buyers to use a certain rank indicator? Yes. For a Note field. Click the Administration tab. On the Negotiations Summary page. and then click "Negotiations Configuration." Select the indicator and specify whether users can override your selection. In Oracle Sourcing.2.25 Can I invite additional suppliers to an RFQ or auction I've already created? Yes.2.1. for example.Oracle Sourcing Help 1. You can also search Oracle Purchasing by entering the original requisition information. 1.

4 “How do I award business in an RFQ or auction”). Buyers analyze the quotes and either award the RFQs or modify the RFQs and open them for another round of quoting. Once suppliers have submitted an initial round of quotes. 2. RFQ modification or awarding (See Section 2. RFQ is typically used for complex items or services such as made-to-order manufacturing items or construction projects. Steps in the RFQ process include: 1. RFQs supports both blind and sealed RFQs. buyers can review quotes and award the RFQ or submit a modified RFQ for another round of quoting.3 “How do I create and edit negotiation templates”).2.1. The RFQ process usually lasts days or weeks through multiple rounds of negotiations.1.2 Getting Started with RFQs RFQs support the full business process to solicit quotes from suppliers.Buyers can monitor real-time quote activity and take appropriate action.Oracle Sourcing Help 1. RFQs typically consist of multiple rounds with competition focused on whether supplier(s) can meet the specific requirements.3. Quote preparation and submission (See Section 5. Reusable invitation lists (See Section 2.1. The suppliers' responses to the RFQ allow the buyer to compare quotes and negotiate the best price and specifications for the good or service.1 “How do I create an attribute list”).1 “How do I create a new negotiation”).1.4 “How do I create and edit a reusable invitation list”). Suppliers cannot view competing quotes while the negotiation is in progress.3 “How do I respond to a negotiation”).1. Buyers initiate RFQs that may include multiple line items by publishing the RFQ and inviting suppliers. Price elements (See Section 2.Suppliers view the RFQ details and submit their quotes online.2. RFQ creation (See Section 2. Once the RFQ is completed. RFQs enable buyers to collect quotes from suppliers for complex and hard-to-define items or services.5. Page 28/209 . suppliers are immediately notified of the results via online notifications.4. 3. RFQ Capabilities RFQ templates (See Section 2.2. 4. RFQ monitoring (See Section 2.5 “How do I use price elements”).2 “How do I monitor the negotiations I have created”). Reusable attribute lists (See Appendix 7.2.1.

RFQ. Quote comparison (See Section 2. Manual extend (See Section 2. Sourcing Events (See Appendix 7.11 “How do I extend a negotiation that is in progress”) and early close features (See Section 2.2 “How do I monitor the negotiations I have created”).6 “How do I submit a response online”) and offline (spreadsheet quoting).14 “How do I initiate a new round of responding”).1.16 “How do I cancel a negotiation”)and Disqualifying quotes (2. 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”). Page 29/209 . Graphic RFQ monitor (See Appendix 7.4.5 “How do I use the Graphical Monitor to view responses to items in my negotiation”) Purchase order generation Attribute based quoting (See Section 5.8 “How do I use item attributes and price elements when responding to a negotiation”). Multiple RFQ styles: blind or sealed (See Section 6.4.9 “How do I disqualify responses I receive for an RFI. Integration with Oracle Purchasing (See Section 2.2 “Glossary”).4.1.4. (See Section 2.15 “How do I close a negotiation before its scheduled close date and time”).1. Real-time status updates Notes and attachments (See Section 6.3.16 “Why would a negotiation have special terms and conditions”) Quoting online (See Section 5. Capture Total Cost (See Appendix 7. Multi-round quoting (See Section 2.7 “What are price breaks.7 “What are reusable price elements and how do I create them”).2 “Glossary”).5. Terms and Conditions enforcement (See Section 5. and how do I use them”).13 “How do I download a spreadsheet and respond offline”). Monitoring quote activity in real-time (See Section 2. Canceling RFQs (See Section 2.1. or auction”).4.Oracle Sourcing Help Price breaks (See Section 2.14 “How does Oracle Sourcing use information in Oracle Purchasing when AutoCreating draft sourcing documents”).4 “How do I award business in an RFQ or auction”).1.6 “Why are some RFQs and auctions associated with a sourcing event”).5.4. (5.1.

1. but you must enter the weights and scores for an item's scored attributes online. It is the RFQ buyer's reference and review currency.2. Quotes are converted to the RFQ currency for quote review. Suppliers can choose the Quote currency in which they will place their quotes.2.3. Page 30/209 . 1.2. You can prepare your list of RFQ items offline and upload the completed spreadsheet. 1.3.3.2. but quote disqualification is at the discretion of the buyer.3.3 Frequently Asked Questions: RFQs 1.2.3 Can I cancel or retract my quote? No. 1. Quote Currencies Additional currencies in which quotes will be accepted. you can submit multiple quotes within the same round. The system validates the data.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. This allows you to create your multi-line RFQ quickly. The Unseal Date is the date when the buyer unseals the unlocked RFQ allowing the suppliers to view the quotes as well. You can contact the buyer who created the RFQ and ask to have your quote disqualified.2 Can I submit multiple quotes per round? If allowed by the quote controls.Oracle Sourcing Help 1. An RFQ buyer can setup an RFQ to accept quotes in multiple currencies by selecting the RFQ currency and then identifying any Quote currencies in which quotes will be accepted. you can upload items using a spreadsheet.5 What is the most efficient way to create an RFQ with several line items? You can use the spreadsheet functionality to create an RFQ with several items.3. ensuring the integrity of the submitted RFQ items. In a Multi-Attribute Weighted Scoring RFQ.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.

During the upload. 1. spreadsheet items are validated to ensure the integrity of the submitted quote. Promise Date is an required field.Oracle Sourcing Help 1.7 How can I view the quote values for all the price elements of an RFQ item? You can view the quote values for an item's price elements from the Negotiations Summary page.2. the Promise Date is required only if the RFQ uses multi-attribute weighted scoring and Promise Date is one of the scored attributes.2. See How do I invite suppliers to my RFQ or auction? for details on identifying contacts. Page 31/209 .2. Once the supplier has provided you the email address. 1. you can enter a Promise Date to differentiate your response from other competing responses. An automatic invitation will be sent to each invited supplier.2. This is one of the feature of RFQs and mirrors the general off-line behavior of this negotiation model.2.9 Is an RFQ always blind or sealed and why? An RFQ is always either blind or sealed. Suppliers complete the quoting process by uploading the spread sheet back to the system.10 How can I invite a group of people from a supplier? Ask the supplier (or a supplier contact) to create a group email list that includes all the individuals who should receive the negotiation notifications. 1.3. When Promise Date is an optional response. you can invite additional suppliers by using the same process employed during the initial RFQ creation.3. Downloading the RFQ contents allows suppliers to quickly respond. 1. In all other cases.11 Can I invite additional suppliers to subsequent rounds of an RFQ? Yes. completing multiple item attributes.8 What is the Promise Date. In an RFQ whose outcome is a blanket purchase agreement.2. and why would I enter one? In an RFQ whose outcome is a standard purchase order. you can enter the address in the Additional Contact Email field during negotiation creation. You can invite suppliers by selecting them from the supplier master list. the most efficient way for a supplier to quote is to use a spreadsheet to download the contents of the RFQ and prepare the quotes offline. 1.3.3. When creating additional rounds for an RFQ. the Promise Date is optional.6 What is the most efficient way to quote on many line items in an RFQ? If an RFQ consists of many line items.3.3.

2. Once the buyer has unlocked and unsealed the quotes.3. you can see how many quotes are being placed.12 In a sealed RFQ. you can use the Graphical Monitor to view quotes.3. 1. On the Negotiations Summary page. you cannot see either the name of the respondent or the details of the bid until you unlock the RFQ.2. 1. 3. 2. you can manually close your RFQ earlier than the original close date/time. On the Start New Round page. select Close Early from the Action menu to close the RFQ. 1. 1.14 Can I close my RFQ earlier than the original close time? If you select the Early Close option when specifying quote controls. Use the negotiation number in the Search Negotiations fields on the Negotiations Home page to access the negotiation. Select Start New Round from the Action Menu. 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 .15 How do I start another round of quoting in an RFQ? Once an RFQ has been closed. can I see who is bidding? In a sealed RFQ. you can start another round of quoting.Oracle Sourcing Help 1.3.2.13 Why can't I see the graphical monitor in a sealed RFQ? While an RFQ is sealed. none of the details are available for viewing by any suppliers.2.3. however.

Responding to the auction (See Section 5. Creating the auction (See Section 2. quantity and item-specific attributes. the bidding process moves quickly which results in increased competition.1. flexible auction capabilities to buyers so they can efficiently obtain the best possible price for goods and services. Steps in the auction process include: 1. Auctions allow real-time interaction to drive dynamic prices based on information that extends beyond price to include lead times. Negotiations allows buyers to establish either public or private auctions to meet the specific needs of buyers.2. Auctions last for a set period of time. Auctions are typically focused on creating competition between bidders. such as office furniture or memory chips.The buyer defines the auction and includes all the auction item information. Prices are established based on actual supply and demand at the time the auction is transacted. Auctions enable buyers to solicit bids for goods and services that are clearly defined. 2. Because most auctions are open for short periods of time.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 1.4 Getting Started with Auctions Getting Started with Auctions Auctions offer complete.3. typically a matter of a few days.1. Bidders participate in the auction by viewing the Page 33/209 . the business terms and conditions and intended bidders. although the close time can be extended manually or automatically based on last minute bids.3 “How do I respond to a negotiation”).1.1 “How do I create a new negotiation”).Oracle Sourcing Help 1.2.

1. Proxy bidding (See Section 5. Autoextend feature (See Section 2.1.1.2.1.7 “What are price breaks.10 “What is proxy bidding and how does it work”).4. and how do I use them”). Price breaks (See Section 2.2 “Glossary”). Manual extend (See Section 2. 4.8 “How do I use item attributes and price elements when responding to a negotiation”). Page 34/209 . bidders are immediately notified of the auction results via online notifications.6 “Why are some RFQs and auctions associated with a sourcing event”). Monitoring the bid responses (See Section 2. Capture Total Cost (See Appendix 7. If permitted by the auction rules.12 “What is power bid”).5 “How do I use price elements”).1.11 “How do I extend a negotiation that is in progress”) and early close features (See Section 2.3.4.1.Oracle Sourcing Help auction items and submitting bids online. Reusable attribute lists (See Appendix 7.4 “How do I create and edit a reusable invitation list”).1. bidders can view competitive bids during the auction.2. Multiple Auction styles: open. Price elements (See Section 2.11 “What are response controls”). Power bidding (See Section 5. Sourcing Events (See Appendix 7.5. bid attribute value(s). Attribute based bidding (See Section 5.1. Reusable invitation lists (See Section 2.15 “How do I close a negotiation before its scheduled close date and time”). Auction features include: Auction templates (See Section 2. Minimum Bid Decrement/Increment (See Section 2.7 “What are reusable price elements and how do I create them”). Evaluating and awarding bids (See Section 2.1.1 “How do I create an attribute list”).3 “How do I create and edit negotiation templates”).4.4 “How do I award business in an RFQ or auction”).1.The buyer and all other participants can monitor the real-time activity during the auction and take action as necessary. The buyer analyzes the bids and awards the auction based on the price. Once the auction is completed.2. 3.3. bid quantity.1.2 “How do I monitor the negotiations I have created”).11 “What are response controls”). blind or sealed (See Section 6.

5 “How do I use the Graphical Monitor to view responses to items in my negotiation”) Notes and attachments (See Section 6. (See Section 2.1.4 “How does Oracle Sourcing use information in Oracle Purchasing when AutoCreating draft sourcing documents”).1.4. RFQ.5.5. Integration with Oracle Purchasing (See Section 2. Purchase order generation Real-time status updates Bidding online (See Section 5. Bid comparison (See Section 2.2 “How do I monitor the negotiations I have created”). Page 35/209 . (5. Monitoring bid activity (See Section 2.16 “How do I cancel a negotiation”) and Disqualifying bid (2.Oracle Sourcing Help Canceling auctions (See Section 2. or auction”).1.1.6 “How do I submit a response online”) and offline (spreadsheet bidding).2 “Glossary”). Graphic Auction Monitor (See Appendix 7.13 “How do I download a spreadsheet and respond offline”).4 “How do I award business in an RFQ or auction”). 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”).4.9 “How do I disqualify responses I receive for an RFI.4.

5.5. The buyer can see the bids once the auction is unlocked.5.5.2. buttons. someone else at your company can award an auction created by you. 1.1 What are the different auction styles? The buyer can choose from three types of auctions: Open: everyone can see the bid content. 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. 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. 1.5 Can someone in my company award an auction that I create? If granted the appropriate authorization.5.6 Can two people from the same company bid on the same auction? Yes.3 Why isn't there a target price for every item? Target price is an optional value. You can elect to display the target price to participants.2. The auction to which they are responding is not owned by their company 2.2.1. you can optionally set a bid start price (quote start price for an RFQ) and target price for every item in the RFQ or auction.5 Frequently Asked Questions: Auctions 1.2 What is the difference between Quote/Bid start price and target price? When creating a new RFQ or auction.2.4 What is the target price used for? The target price is mainly used for internal performance analysis for the buyer. The bid controls for this auction allow multiple bids per round . but only the buyer can see the identity of the bidder. They have the appropriate function security (See Section 6.5. links. Note: Two people from the same cannot quote in the same RFQ. or task bar options”). Page 36/209 .2. Everyone can see the bid content once the auction is unsealed. and 3. All registered users in a company can bid on the same auction.4 “Why can't I access some pages. Buyers are not required to designate a target price for every item. The target price is the price you hope to pay for one unit of an item.2. The buyer can also choose to display the target price to the bidders for reference. 1. 1.2. provided that: 1.Oracle Sourcing Help 1. 1.

2.13 “How do I invite suppliers to participate in my negotiation”) to participate. can they view each other's bid details? Depending on the auction style. you are not required to send invitations to any suppliers. RFQ. and your RFQ/auction appears in that supplier's "Open Invitations" list of invitations. why would I invite suppliers to participate? For a public RFQ/auction. that supplier receives an e-mail notification about your RFQ/auction. 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) 1.9 How do I initiate a new round of quoting or bidding? After your RFI. Page 37/209 . 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).1. 1.Oracle Sourcing Help 1.1.5.5.2.2. After you initiate a new round of responding.7 When two respondents from the same company place bids. none of the previous responses submitted are available for awarding. you might want to send invitations to increase specific suppliers' awareness of your RFQ/auction and encourage participation.8 If my RFQ/auction is open to all suppliers.5. When you invite a supplier (See Section 2. or auction has closed. However.

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

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

click Submit for Approval. If there are approvers defined for this document.2. click Publish. *Close Date The new date and time the RFI.5. You can remove any supplier from the invitation list for the new round. You can also choose to open the negotiation for preview immediately. Click Review. RFQ. Page 40/209 . 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. If there are no approvers defined for this document. Click Controls to modify negotiation control information. Note that you have to specify a new closing date. 7.10 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. Additionally. o Possible Date Modifications *Open Date Date and time you want the new round of responding to begin.Oracle Sourcing Help 5. Preview Date For RFIs. Review your updated negotiation information. RFQs or auctions opening in the future. they are automatically added to the invitation list for the new round. You can also add new suppliers. o Possible Invitation List Changes If you invited suppliers in the previous round. 1. 6. You can also choose to open the negotiation immediately. Award Date (RFQs and auctions only) You can choose to enter a new award date/time if this differs from the timing in the previous round of negotiation. Click Suppliers to modify your invitation list. or auction closes. o Response Controls Modify other Response Controls as necessary.

You can also specify if the autoextend is for the entire auction or particular line items. Bid disqualification.2.11 Can a bidder retract a bid? If a bidder has submitted. AutoExtend extends the duration automatically if new bids are received in the closing minutes of the auction. best bid" is selected for a multi-round auction. no other user at the same company can bid. Bidder B receives the higher rank because the proxy bid was created by the system after Bidder B's bid.15 How do two bids with the same score get ranked if the prices are the same? The earliest bid gets a higher rank. that is.5. When the bid control "No . 1.5.5. The response is at the company level.2. 1.13 Why are display-only attributes not visible in the Bid Compare page? Display only attributes are used to convey information to bidders.Oracle Sourcing Help 1.2.5. 1.5.2. Bidders cannot respond to display only attributes so there is no value for comparison. For example.A bidder must submit a single. however. You can also define the total number of auto extensions and the extension period.2. You can specify whether the auction is extended from the original close time or from the time when the winning bid has been received. When the buyer hides scores/weights. Manual Extend allows you to manually extend your auction close date/time before the auction closes. if Bidder B bids triggering a proxy bid for Bidder A and the resulting bid results in the same Price to Total Score ration.5. the bidder can contact the buyer and ask to have the bid disqualified. a company can place one bid in each round when being invited to that round Page 41/209 .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 only view the resulting Price to Total Score for a bid. once one user at a company responds.14 How can I extend an auction beyond the close date/time? You have two ways of closing an auction before its originally specified time by selecting either the Manual Extend and/or AutoExtend bid controls when creating the auction. 1. is up to the discretion of the buyer.2. 1.16 What is a Single Best Bid? A Single Best Bid is a response to an auction that allows only one bid per company.

for each item. When the bid reaches the Proxy Bid Minimum. Comment Proxy Bid Power Bid Feature Use Repeated automatic bidding.2.5. value is reached No Percentage Automatically updated Yes Unit of update Currency value Multiple times until Number of updates per canceled or the minimum Once setup price is reached Affect of price elements Not available for items Not available in auctions with price elements containing price elements Page 42/209 . all of the bids in an auction will be decreased by the percentage specified. or near the end of an auction period when there may be a time constraint. as well as the limit price. Therefore if you are bidding in a Multi-Attribute Weighted Scoring auction.17 What is the difference between Proxy and Power Bidding? Proxy Bid You can define price parameters that allow the system to automatically rebid on your behalf. Power Bid When rebidding. the bidding automatically stops. The system Speeds up the bidding process rebids until proxy is by simultaneously updating the canceled or minimum bid prices for all bid items. you cannot update attribute responses to better your score although proxy bid will rebid to better a price. This allows you to streamline the rebidding process when you have bid on several items in the same auction. you cannot change any bid information (including responses to item attributes) until the Proxy Bid Minimum is reached unless you cancel the proxy. This is a very useful feature when your goal is to win all auction items. or Proxy Bid Minimum. Once you have placed a proxy bid. When you use Power Bid. you can revise bids for all items on which you have previously bid by a specified percentage. and the bids must be submitted quickly. Proxy bidding is not available for any auction item that has price elements. you can set new Proxy bid parameters or bid manually.Oracle Sourcing Help 1. Once the limit price is reached. Power bid is not available for any auction items having price elements. You can setup the Proxy Bid Decrement for an auction.

5. Page 43/209 .19 Can a bidder see the names of the other bidders? Bidders cannot see other bidders' identities. 1. Supplier identities are never revealed to other bidders.2.00.00. This bid (84/90) is now the winning bid. To avoid these situations. You may need to cancel the proxy bidding process to redefine attribute information to improve your price to total score ration.2. Supplier B's bid is the winning bid even though the bid price is higher.Oracle Sourcing Help 1. a proxy bid decrement of USD10. but since Supplier B's bid price is still higher than Supplier A's bid price.00 and a proxy minimum of USD 75. you may need to closely monitor Multi-Attribute Weighted Scoring auctions which also use proxy bidding. This bid (94/100) is better than Supplier A's bid (95/90). Supplier A's proxy is triggered to place a new bid of USD 84. Supplier B then places another bid of USD 92. 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). Supplier A's proxy is not triggered. And since Supplier A's proxy minimum (75. However.00) has not yet been reached. since proxy bids are generated based only on the price of the competing bid. Supplier A's proxy will only be triggered again if there is a bid with a price lower then USD 84. Therefore.00 with a score of 90 for the item. a bid can be beaten based on the Price to Total Score ratio without triggering a new proxy bid. For example. Supplier B then bids USD 94. not just the bid price.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.5. he cannot modify any attribute responses to try to improve his score. Supplier A places a bid of USD 95.00 with a score of 100 for the same item.00.

There are four main steps to creating a new negotiation: o o o o Create Your Negotiation Header (See section 2. Enter Negotiation Lines (See Section 2. or auction. Help for Sourcing Buyers 2.1.Oracle Sourcing Help 2. one unique feature of an RFI is that buyers can choose to define negotiation line items without price and quantity and specify lists of criteria to which suppliers must respond. Therefore. and buyer's auctions).1. o If you have previously created an RFI. Define Your Response Controls (See Section 2. You can create a negotiation and save it as a draft before submitting it.1 How do I create a new negotiation? Use the instructions on this page to create Sourcing negotiations (RFIs.9 “How do I add lines to a negotiation”). Page 44/209 .1. you can save time by copying an existing RFI/RFQ/Auction.1.11 “What are response controls”) Enter Your Terms and Conditions (If Oracle Procurement Contracts is bought and licensed) (See Section 2.7 “What are contract terms and conditions.1. RFQs. and how do I use them in my negotiation”) Invite Your Suppliers (See Section 2. RFIs are used more for gathering information on goods and service provided by a supplier than to lock in particular price information. RFQs.13 “How do I invite suppliers to participate in my negotiation”). the information contained in the RFI can be copied into an RFQ or buyer's auction.1.1.1 Creating Negotiations 2. This allows you to return to the creation process at a later time or have multiple people working on the same negotiation.1. At the conclusion of the RFI cycle.6 “What information must I provide to create my negotiation header”). RFQ.1.1.4. and Buyer's Auctions 2.1. 2. You can also create new negotiations quickly by applying a negotiation template.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.1.1 Creating RFIs. RFIs can be taken to multiple rounds until the buyer has enough information to identify supplier(s) with which to deal.1.

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

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

You can use this number to access the document in Oracle Sourcing and to Page 47/209 . The AutoCreated document is assigned a document number.1. Buyer Operations Creating negotiations Creating templates and reusable lists Managing draft negotiations Creating and managing sourcing events Updating profile information Supplier Operations Responding to negotiations Monitoring active responses Managing draft responses Viewing award decisions Updating profile information 2. you can use requisition information in Oracle Purchasing to create a draft sourcing document that you can then access and edit. AutoCreate uses the requisition information to create a Buyer's Auction or Sourcing RFQ.Oracle Sourcing Help 2.1. one-step access to your most commonly performed Oracle Sourcing tasks. When using AutoCreate. Requisition information in Oracle Purchasing can come from any of several locations such as: Oracle iProcurement Oracle Purchasing Using AutoCreate AutoCreate allows you to select requisitions stored in Oracle Purchasing to create a Buyer's Auction or Sourcing RFQ. The table below shows some of the operations available Sourcing Buyers and Sourcing Suppliers by using Quick Links.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.1. Once you have identified the requisitions in which you are interested. Simply clicking the link takes you to the page where you initiate the operation.1.3 How do I use Quick Links? The Quick Links section of the Negotiations Home page provides easy. The links are organized by task and negotiation type so you can find the link for the task you wish to perform. you can search for requisitions according to different attributes such as item or category and include them in a single document. The backing requisition information is carried over from Oracle Purchasing and used throughout the creation process.

This grouping information is used when creating negotiation lines for the sourcing document.Oracle Sourcing Help view the document from Oracle Purchasing or iProcurement. Default: Multiple requisition lines are grouped together if they have the same attributes such as o o o o o o o Item category Item number Item revision Item description UOM Ship-To address Line type Requisition lines: No grouping is performed. A negotiation line is created for each requisition line. Backing information. 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 . There are two possible grouping types: Default and Requisition lines. the requisitions are no longer available for use by AutoCreate. Depending on the line type. Grouping lines When creating your document in AutoCreate you can choose to consolidate multiple requisition lines if they refer to similar items. AutoCreate carries over the following backing requisition information when creating the sourcing document. you can modify some of this information. Once the new document is created.

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

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

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

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

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

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

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

09 meaning .1. the system will round when converting responses into the negotiation currency. For example. Define the exchange rate by entering the number of response currency units that equal one unit of the negotiation currency. 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 . After you have selected your suppliers in Step 5.09 kroner to one dollar. The page redisplays. click Apply. To use predefined exchange rates: 1. You can use predefined exchange rates (Corporate Exchange Rate) or specify your own exchange rates (User Specified Rate). 2. You assign currencies to specific suppliers when you invite the suppliers to your negotiation. Page 56/209 . continue creating your negotiation. On the Header: Manage Response Currencies page. Enter the date for which you wish to use this set of exchange rates. If you are finished defining alternate currencies. Select the User Specified Rate type. select a response currency for each supplier. If the precision for the response currency is greater than the precision for the negotiation currency.Oracle Sourcing Help 2. Specify the price precision for the currency.1. The system may contain several different exchange rate types. 4.8 How do I restrict a supplier to a particular currency? If you allow multiple response currencies for your negotiation. To define your own exchange rates 1. Select the checkbox to display the exchange rates if you want to allow respondents to see your response currency exchange rates. 3. 5. Otherwise click Add Another Row and continue defining currencies and exchange rates. The system's response currency codes are available from the drop down menu. 3. When you have finished defining currency information. To restrict a supplier to a particular currency: 1. 6. 2. Select the response currency you will accept. 2. Select the appropriate type for your negotiation. Select the response currency. The description field explains the code. you can choose to restrict specific suppliers to particular response currencies. select the exchange rate type.

The spreadsheet is useful if you are adding a large number of lines. Line ranking is not performed in RFIs. that response currency is available to that supplier alone. or edit a draft negotiation. Click Go. On the Lines: Create Line page.Oracle Sourcing Help o If you accept the default. and how the line will be added and click Go. No other suppliers may respond in that currency unless you also associate that response currency with them. 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. Any. Continue creating your negotiation. each in a different currency. Multiple users in a supplier's organization can submit several initial bids. 2. If you selected User Specified Rate in "Step 2: Defining Business Terms and Conditions.9 How do I add lines to a negotiation? When you create a new negotiation. 3. *Indicates a required field : Page 57/209 . if a user submits a rebid. If you select a specific response currency for a supplier. On the Create: Lines page. the supplier can only submit a response in either that currency or the negotiation currency. accept the default value of Online from the Add Line drop down menu. You can enter lines online or bulk load lines from a spreadsheet. click "Lines. Your other option is to load the line information using spreadsheet upload. you must identify the goods or services you want to purchase or for which you want quotes." To add lines online: 1.1. However. To add a line using the online system. provide the following information. 3. to a multi-currency negotiation. Select a price precision for the response currency. If the response currency you select for a supplier is not on your currency list. how the ranking will be displayed. The new price precision applies only to the suppliers to whom you assign it. select how the line will be ranked. If you wish to score and weight your lines. select Multi-Attribute Scoring as the Ranking type.1. the follow-up bid must be in the same currency as the initial response. o o o 2." enter an exchange rate for the response currency you selected in the previous step. From the navigation bar in the top left corner. 2. 4.

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

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

To add item attributes to your item. the Need-By From field defaults to the earliest requisition line's need-by date. If you leave both fields blank. You can use the pop-up calendar to pick your dates. They identify item characteristics which will negotiated on in addition to item price. 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. However. 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 requisition quantity. 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. Select "Display to Suppliers" if you want the participants to see your target price. The current price is used to calculate negotiation performance used for savings calculations in the application. Target Price Price you hope to pay for one unit of your item. if the line type is amountbased.Oracle Sourcing Help If the negotiation was created from backing requisitions. If you supply values for both fields. you specify a time window (inclusive of the end date). Note: Suppliers are never able to view the current price. Need-By From/Need-By To (standard purchase order only) Select the dates necessary to specify when you need to receive the item. Price Break (blanket purchase agreements on goods-bases items only) Enter price breaks to negotiate a pricing structure with your supplier based on quantity. 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. If the negotiation was created from multiple backing requisitions. the start price defaults to the lowest requisition price of all requisitions for that item. Item Attributes Item attributes are used to describe the good or service being purchased. The Need-By To field defaults to the latest requisitions needby date. In a Multi-Attribute Weighted Scoring negotiation. click Add Another Row or Add Attribute List. Add Price Elements Page 60/209 . location or promise date.

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

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

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

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

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

you can specify that they must submit rebids that are better than their current bid price by a specific minimum amount. rebids must decrease by a minimum amount. When a negotiation is extended. "10. That is. with AutoExtend set to start at the current scheduled auction close time.Oracle Sourcing Help If you have allowed suppliers to submit multiple bids. Allow manual extend when the negotiation is open You can choose to allow a negotiation to be extended. you enter a new close date and time. if you enable an AutoExtend of 30 minutes. and a new winning bid is received in the final Page 66/209 . bid decrement = $100 Bidder A's original bid = $1.000 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. but will be applied to the supplier's current bid price. Use numbers. Otherwise. the negotiation cannot be closed until the close date and time specified above. the decrement percentage will be calculated based on a supplier's original bid price. For example: Auction #1234. bid decrement = 20% Bidder B's original bid = $1.000 Bidder A's second bid = $900 Bidder A's third bid = $800 Bidder A would not be allowed to submit a fourth bid of $750 (this is less than the minimum bid decrement of $100) Auction #2234. If you specify your bid decrement amount as a percentage. For example." Note: A bid decrement amount will always be applied to a supplier's current bid price. You can enter either a straight amount or a percentage by which bids must improve. for example. 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.

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

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

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

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

Click the appropriate link under the Create area of Quick Links on the Negotiations Home page. select the template and click Apply to create a new negotiation with this template. To use a sourcing document template: 1. or delete any of the negotiation information provided by the template by proceeding through the steps of creating a negotiation. RFQ. Once approved (or if approval is not required).1 How do I use negotiation templates? You can use a document template of a specific type (RFI. the Submit button changes to Publish. The buyer can define unique line attributes. Line attributes can then also be weighted to indicate the relative importance of a single attribute among the other weighted attributes. On the Create: Header page. If you have approvers identified on the Collaboration Team on the Create Header page. quality. click Apply Template.2 Templates. You can review the new changes compared to the current active negotiation by clicking Review. you can submit the amendment for approval by clicking Submit for Approval on the review page. Page 71/209 . Draft amendments are available on the Negotiations Home page if you click Drafts in the Manage Quick Links section.Oracle Sourcing Help 7. but also to other features and performance characteristics of each line. allowing respondents not only to respond to the price. Approvers will receive notification that they need to approve the amendment. and how do I use them? Line attributes enable a buyer to define multiple line-specific attributes. edit. 8. These attributes may either require a response or no require a response from the supplier.1.2 What are line attributes and attribute lists. 2.1. 3.2.1. Once you click Publish. 2. 4. no new responses can be received on the previous negotiation. All suppliers will be required to acknowledge the amendment and resubmit their responses to be eligible for award. You can add to. or auction) to create a new document of the same type. Search for and select the template you want to apply. Spreadsheets and Lists 2. When creating a negotiation. the buyer can score attribute values to indicate the relative preferability of different responses. On the results display.2. See How do I create and edit negotiation templates? for instructions on creating negotiation templates. 2. You can save the amendment as a draft at anytime during the creation process if you click Save Draft. and delivery.

2. . Grouping allows the arrangement of data that is easier for both the supplier to respond to and for the buyer to analyze responses. When you create a new negotiation using a template. Note: In order to create "public" offer templates. click "Create New Template. all technical attributes can be placed one group while all non-technical attributes can be located in another. Since RFIs. On the Step 1: Describe Your Template page. 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). you must be assigned the appropriate authorization by your system administrator. Your negotiation template contains the features that are similar among the negotiations you commonly create.1. 2.or company-wide negotiation attribute lists for repeated use. Active templates can be used immediately to create new negotiations. For example. Your template status will default to Active. You can create as many templates as necessary. Using a template saves time by streamlining the creation process.attributes. especially if several buyers are collaborating on the analysis. This allows you to organize attributes in relevant groups for analysis. On the Templates page. edit. If you Page 72/209 . complete the following fields (required fields are marked with an *asterisk): *Template Name Description *Access. The reusable lists allow buyers to standardize the information they wish to include with specific lines during negotiation creation. add to and edit details of the negotiation (as necessary).you may want to create a negotiation template that you can use each time you create a new negotiation. Creating a new negotiation template 1. edit. terms and conditions. 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." 3. and publish your negotiation. each type has its own template(s). you simply apply the template to the negotiation. and buyer's auctions are different documents. participation controls. RFQs. You can create both "private" templates (templates that only you can view. Attribute lists let a system administrator create system.Oracle Sourcing Help Attributes are assigned to a predefined Attribute Group. and use the template).2.3 How do I create and edit negotiation templates? If the majority of the negotiations you create contain the same features . etc.

click "Create New Invitation List. Your new list will default to private. edit and manage public invitation lists as well as their own private lists. you must complete and submit your template. 4.2. On the Create Invitation List page. You can add an invitation list(s) when creating a new Sourcing document. 2. An active list can be used immediately. An invitation list can help standardize your business practices by ensuring that all appropriate participants are invited to targeted negotiations. you can also attach an invitation list(s) to a Sourcing document template. complete the following fields (*indicates a required field): o o o *List Name *Description *Access Invitation lists can be public or private. edit. Complete the remaining pages by filling out the fields as appropriate for the negotiation type. Click "Invitation" under the Reusable Lists area of Quick Lists on the Negotiations Home page. edit the list and change the status to inactive. but will not be available for use until reactivated. and auction).Oracle Sourcing Help want to change your template's status to Inactive. Sourcing Super Users or users with the Manage Invitation Lists authorization can create. but cannot be used to create a new offer until you change the status to Active. Page 73/209 . you can add these participants to a reusable invitation list. Inactive templates will be stored in the system. Once you have defined your template. only you can use your private lists. An inactive list will be stored on the system. Only you can create. click Submit on the Review and Submit page. To inactivate a list.1. 2. The same list can be used for all types of sourcing document types (RFI. RFQ." 3. then edit your template and select a new status from the drop-down menu at the Status field. o Status Invitation lists are initially created as active. On the Reusable Invitation Lists page. and use your private lists. To create a new invitation list: 1. All users in your company with the correct authorizations can view and use public lists.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.

On the search results page. and access as appropriate. Search for the list you wish to update. 7." then search for suppliers to add to your invitation list. Click "Invitation" under the Reusable Lists area of Quick Lists on the Negotiations Home page. click "Add Suppliers" again and follow the perceiving instructions. The value defined for the RFQ/Auction template. When you are finished.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 3.1. 2.1. edit. If the supplier you selected has multiple sites defined in the system. 5. You can also add or delete suppliers.2. and manage public invitation lists. Select the supplier(s) and click Add to Invitation List. update your list description. On the Edit Invitation List page. Click "Add Suppliers. 2. For a supplier with multiple sites. click Submit.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.Oracle Sourcing Help Sourcing Super Users or users with the Manage Invitation Lists job function can create. then click Edit. 5. If the template and spreadsheet have conflicting category values. If you are have the Manage Invitation Lists job function. you can add an entry for each site for that supplier if you choose. Page 74/209 . or 2. the system uses the following hierarchy to determine which category value to use: 1. 4.2. click Apply. you can edit public lists. you can choose a specific supplier site to associate with this list (Supplier Site is another term for Address Name). 4. To edit an invitation list you have created: 1. When you have finished adding suppliers. 2. status. 3. The value specified in the spreadsheet. find your list. including change the access and status. 6. any attributes/price elements defined for the template are added to any attributes/price elements you define via the spreadsheet. 8. If you wish to add more suppliers to your list.

3 Item Attributes.3.000 miles on the odometer. For more information about how to add line attributes to your negotiation items. auction). using an attribute to define this specification calls attention to the specification.Oracle Sourcing Help For example. and 2) the details that a participant should provide when responding to that negotiation line.3. item A with four attributes/price elements. Adding these as required item attributes that are displayed to bidders can customize your negotiation items to your specific industry. 2. In addition. Line attributes can call attention to industry-specific characteristics.1. see "How do I add attributes to my negotiation lines?" 2. Line attributes define 1) unique specifications that you set for a negotiation line. While the buyer could enter this information in the auction line description. If there are duplicate attribute/price elements between the template and the spreadsheet. then bidders must enter the mileage of any bid. retail industry negotiation items can include such attributes as "color. The attribute(s) are added to that line only.1." "style. For example. the attribute/price element specified by the template. the attribute/price element specified on the spreadsheet 2. and Price Breaks 2." and "SKU number. if the buyer marks this attribute as required. if there are three attributes/price elements for your template. the precedence is: 1.1 What are line attributes. and your spreadsheet upload includes two items. Attribute Scoring.2 How do I add line attributes to my negotiation? You can add multiple line attributes to any line in your negotiation. and do not apply to all lines in the negotiation. and why would I add them to my negotiation lines? When you add a line to a new negotiation (RFI. the result of applying the template and then uploading by spreadsheet is that item A now has seven attributes/price elements and item B has five attributes/price elements.1." Metal industry negotiation items can include "grade of metal" as an attribute. a buyer can create an auction to buy a fleet of 12 vehicles for a delivery service. Page 75/209 . For example. RFQ. you may choose to add one or more line attributes to that line. Price Elements. and item B with two attributes/price elements. the buyer can add an attribute called "mileage" to specify that the bid item must have fewer than 12. When the buyer adds the line (vehicle) to the auction. 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.

Oracle Sourcing Help

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

o

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

o

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

o

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

o

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

o

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

o

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

Oracle Sourcing Help

o

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

o

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

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

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

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Oracle Sourcing Help

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

Oracle Sourcing Help

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

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

the price to total score ratios for the following two possible responses are calculated as shown. and Response 2 would be designated as the best response even though the bid price for Response 2 is higher.31/12/2002 > 01/01/2003 Red Blue 60 100 100 80 50 100 75 Given these definitions.62 Response 2: Attribute Quantity Need-by Date Color Response Value 1200 05/01/2002 Red Page 80/209 .Oracle Sourcing Help Quantity Quantity Need-by Date Need-by Date Need-by Date Color Color < 1000 > 1001 < 31/10/2002 01/11/2002 . 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.

To use weighting and scoring when defining a negotiation: 1. PPM Defect Rate. 5. When the page refreshes. See What are line attributes? for information about defining line attributes.Oracle Sourcing Help Price $300 Total Score: (100 * 50) + (50 * 30) + (100 * 20)/100 = 85 Price to Total Score Ratio = 300 / 85 = 3. See "What information must I provide to describe my negotiation header"? After you have defined the negotiation header. The system can then include the suppliers' responses to your line attributes when calculating the best response. enter your line attribute information.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. On the Create: Lines page. Groups are used for categorizing attributes. Make sure you select Multi-Attribute Scoring from the Ranking menu. However you may want to consider supplier responses to other line attributes in addition to price being offered when determining the best response. 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. To enter a line attribute. navigate to the Attributes table and click Add Another Row. o Group Select one of the predefined attribute groups. 2. and you do not wish to use the default. 3. You can accomplish the by specifying weighting and scoring values for your line attributes. click "Lines" in the navigation bar in the top left hand corner. Select Online from the menu and click Go.3.1. *Indicates a required field: o *Attribute (up to 240 characters) Name your line attribute (for example: Mileage. 4. use the instructions in "How do I add lines to a negotiation"? to enter the line data and other required and optional line information.53 2. Select a ranking method if the Sourcing Super User has set the system up to allow you to change ranking methods. o Attribute Type Page 81/209 . Grade).

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

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

1.5 How do I use price elements? Price elements allow a buyer to identify additional costs associated with a particular negotiation line. Once you have created a price element list. 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. This is because in the absence of a line response quantity.3. Such costs could include services such as training or consulting. Page 84/209 . you can apply that price element list to any negotiations (RFQs or auctions) containing items to which those price elements are applicable. Price elements allow you to: Identify suppliers with the lowest total cost per line not just the lowest item price. 2.3. and how do I create and use them? Reusable Price Element Lists allow you to group several price elements which are related or are typically used together. click Equalize Weights.6 What are Reusable Price Element Lists. you might create a price element list identifying normally expected transportation costs. the supplier's response values for fixed-amount type price elements cannot be converted to a unit price. Identify hidden activities or "cost drivers" to facilitate improved analysis and decision-making. Click the Price Element link under Reusable Lists on the Quick Links section of the Negotiations Home page. or discrete costs such as shipping fees. Or you might create a list that identifies additional services such as consulting or training that will be required by a particular negotiation item. Support supply chain operations more efficiently by recognizing and analyzing how one organization's performance and costs affect another organization. the system will assign weights as equally as possible. which is required to compute a total unit price. freight charges or import duty fees. Take into account any additional costs or charges when considering outsourcing a project. 2. You must be assigned the Create Reusable Price Element Lists job function to create these lists. You can create new price element lists or edit existing lists. the supplier's response prices to the price elements will not be rolled up into the line total price. For example. Buyers can specify when they create the negotiation how much they anticipate paying for these additional costs.1.Oracle Sourcing Help o To set the weights for all attributes equally. for example. If there are an odd number of attributes. To create a new price element list: 1.

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

Click the Price Element link under Reusable Lists on the Quick Links section of the Negotiations Home page.) 3.1. 7. 6.3. You then set up two quantity-based price breaks. change the price element list status. 2. Your suppliers respond to your negotiation specifying their responses to your price breaks. You can search for a particular price list by : o o o o The list name. The first offers a price of 19$ per unit if buying more than 100. click Go. click Apply. For each (non-amount-based) line in your negotiation. Example: Assume you are purchasing PC keyboards. Active or Inactive). or by a certain deadline. you receive an error message.Oracle Sourcing Help To edit a price list: 1. you may expect to receive a discount from your supplier if you buy a large quantity of units. or select the price element list and click Edit. you receive the responses shown in the table below. 5. (This returns all price element lists using that price element. you can either click the price element list name link.7 What are price breaks. 4. The second offers a price of $18 a unit if purchasing over 500. The search results display any price element lists matching your search criteria. Page 86/209 . 2. you can define as many price breaks as are appropriate. If any price elements are inactive. The list status (Any. The first few words of the list description. and how do I use them? Price breaks allow you to negotiate line prices with your supplier based on characteristics of your order. Or you may be willing to pay more per unit if your supplier can ship the order to a special location. The name of any price element defined to the list. When you have finished making your changes. On the Edit Price Element List page. The new list is validated. When you have entered the search data. You can then enter different assumptions into the system and have it calculate which response is the best. add or delete price elements from the list. You specify 20$ as your start or base price. search and select the list you want to edit. you can o o o update the description for the price element list. To edit the list. and you may specify several quantity levels and the prices you are willing to pay at each. On the Price Element Lists page. For example. For these price breaks.

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

2. Define your price breaks. you could enter different order quantities and see which supplier response is the best for a certain quantity. For each price break criterion. Search for the negotiation you're interested in. you can offer a particular target price. If you select Non-Cumulative. and your supplier(s) have responded with quotes. On the Analyze Line: Analyze Price Breaks page.Oracle Sourcing Help 3. Ship-To address/organization. price. click the response number link. you will not be able to enter price breaks. For example. You can set breaks by unit quantity. On the table of negotiations. Click Add Another Row to define additional price breaks. You can define as many price breaks as are needed to fully define your pricing structure.4 Additional Creation Topics 2. 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. 3. Item attributes define 1) unique specifications that you set for an item. click Analyze by Line from the Actions menus and click Go.1. If you select None. you can have the system evaluate the supplier responses based on scenario information you enter. Also select either Cumulate or Non-Cumulative. and click Analyze Price Breaks. Analyzing Price Breaks Once you have defined your price break expectations. and effective dates (available for non-cumulative price breaks only). you could define multiple price breaks based only on order quantity. 2. 5.1 What are some negotiations strategies I can use? When creating a negotiation. 4.1. Select the negotiation line.4. click Apply. 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. Once you have defined all your price breaks. otherwise select optional. you will not be able to negotiate on effective dates. 5. 4. On the negotiations summary page. 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. Select Required to force to supplier to respond to the price breaks you define. For example. and 2) the details that a participant should provide when responding to that item. Page 88/209 . To analyze price break information: 1.

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

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

You can continue to associate negotiations with the event until the event's inactive date is reached. Click OK. On the Create Event page. 3. You can then start associating negotiations with it.Oracle Sourcing Help Using price elements Price elements identify additional item costs beyond just price. Your event is opened as soon as it is created. click Cancel. 2. click the event number link. similar negotiations. To use events. Such costs could include service related costs such as training or consulting services. To manage a sourcing event: 1. You can continue associating negotiations with the event until its inactive date is reached. description. you first create an event. and an inactive date. You may also want to create an event if you want to encourage respondents to participate in multiple. delivery location. You may want to create a sourcing event if you need to monitor several related negotiations as a group rather than individually. To see event details. Click "Event" under the Create area of Quick Links on the Negotiations Home page. 2. 3. To see the negotiations associated with the event. select the event and click "View Negotiations." Note that any draft negotiations associated with this event are not shown. 4. Page 91/209 . To create a sourcing event: 1. Once the event is created. This takes you to the Manage Events page.4. 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. you can associate negotiations with the event while creating the negotiation on the Create Header page. enter a title. or promise date 2.2 What is a sourcing event? A sourcing event is group of related negotiations. You have the choice of canceling only the event or canceling the event and all negotiations associated with it as well.1. To cancel an event. 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.

The public document templates will be available for every Sourcing buyer at your company. If you are assigned the Manage Invitation List job function. terms and conditions.Oracle Sourcing Help 5.1.3 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. Using Reusable Invitation Lists You can create Reusable Invitation Lists containing names of suppliers who you frequently invite to your negotiations. or any other users in your organization. item information.4. If you are assigned the Manage Attribute List job function. Note that you can move the inactive date forward in time to extend an event. Using Reusable Attribute Lists Attribute lists can streamline the document creation process while providing standardization for negotiation items. you can create and manage public Reusable Attribute Lists. An attribute list is a grouping of attributes that are commonly used together to describe a good or service. Using spreadsheets Page 92/209 . and invitation list are copied into a new document which you can edit if necessary. You can also move an inactive date backward although not prior to the current date/time. you can also create and manage public templates in addition to your private ones. you may want to create a template that you can use each time you create a sourcing document. in addition to your private ones. When you create a document using a template. On the Edit Event page. This allows you to standardize business practices and save time. 2. Using document templates If many of the negotiations you create contain the same features. The public lists will be available for Sourcing buyers at your company. you can create attribute lists for use by all Sourcing buyers at your company. If you are assigned the Manage Sourcing Document Templates job function. you simply open the template and add to or edit details of the template as necessary. This can help you standardize your business practice as well as speed up the negotiation creation process. The details of the document such as the controls. Invitation lists can be shared across the company. Your template will contain the features that are similar among the negotiations you commonly create. you can modify the description and inactive date. have previously created. To modify an event's information click Edit.

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

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

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

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

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

click the Lines subtab.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. buyers can nominate collaboration team members to participate in the creation and administration of the sourcing document. This takes you to the Requistion Detail page. the quantity and unit of measure defaults to the values defined by your administrator and is display only. A category value may also appear if your administrator has defined a default category for that line type. click the number link in the Requisition column.1.1. Access the negotiation. The possible values are defined in Oracle Purchasing. awarding business to supplier.4. When you create a negotiation. Such tasks could include defining the item attributes. Page 98/209 .9 What are amount based line types.4. and how are they used? Sometimes the item you need to negotiate is not a number of discrete units. you can specify that an item is amount based by selecting an amount based Line Type value. 2. For the line whose requisition information you wish to view. From the negotiation summary page. 2. inviting additional suppliers. and creating document outcomes.10 How do collaboration teams work? When creating a negotiation. This takes you to the Requisition Summary page. For example. 2. Click the number link in the Line column. and some team members may be required to approve the final document before delivery to potential suppliers. but more of a service or activity. This includes the entire life of the sourcing document from the initial creation to the award process. Each member can be assigned specific tasks. Such activities can be negotiated by using amount based line types. 3. If you select a line type that is amount based. you might need to negotiate training or consulting services. 4. Buyers can optionally grant full access to some team members while restricting others to read-only access.

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

Global agreements: Page 100/209 .1. some collaborators can be defined as having read-only access. the creator's manager.4. There are three possible security levels a buyer can select: Public The document can be viewed by any other buyers in the buying organization. and if so. For example. 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. and members of the document collaboration team (if any). selected members can be assigned specific tasks which they must complete. This is in contrast to a regular blanket purchase agreement which can exist only within the realm of a single operating unit. Other members can be selected as approvers of the document.13 What are global agreements. Also.1. and how do I use them? Global agreements allow buying organizations to negotiate pricing and define agreements on behalf of a shared central environment.Oracle Sourcing Help If that member has been assigned a task. when the target date is. 2. Private The document can be viewed only by the creator. members of the document collaboration team (if any).12 How do security levels work? Buyers creating sourcing documents can control visibility to the document by specifying a security level during the describe negotiation step. and the Security Hierarchy members defined in Oracle Purchasing for that document type. Execution against global agreements can be performed by multiple local operating units. Hierarchy The document can be viewed only by the creator. See How do collaboration teams work? for more information on collaboration teams. 2. All members identified as approvers must approve the final version before the document can be published.4. the creator's manager.

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

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

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

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

You can also monitor the progress of your open negotiations. You can edit the clauses applied by the template as needed. Click Apply Template. you must correct them and validate again. You can also use drafts to allow a team of collaborators to all work on the same negotiation. 2.3. delete or modify text. or clicking Review to inspect the negotiation prior to publishing it. you can create and submit new negotiations and continue working on any draft negotiations you have in progress. Page 105/209 .3 2. Review and Submit). 5. search for the negotiation you wish to access. To access a draft negotiation: 1. If you receive any error messages.Oracle Sourcing Help 3. 6. Select Validate from the Actions menu to verify the validity of the contract terms you are defining. 3. continue by either clicking Suppliers to define a supplier invitation list.1 Monitoring Negotiations How do I access negotiations? The Negotiations Home page is the central point of access for all your negotiations. From here. Unlock. 4. Click the "Manage" link under Draft in the Quick Links section of the Negotiations Home page. See the Oracle Procurement Contracts online help for instructions on modifying clauses . To access a draft negotiation: You can use draft negotiations to spread out the creation process over several sessions. To search for your negotiations in progress: At any one time. 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. select a negotiation and click the appropriate button (Edit. This takes you to the negotiation summary page for that negotiation. On the Manage Draft Negotiations page. You can add. To create a new negotiation: Click the appropriate link under the Create section of Quick Links. 2. Follow the instructions in How do I create a new negotiation? to create a new negotiation. When you have completed your contract terms. you may have several ongoing negotiations. From the Results display.

4. You also search for all open negotiations to which you have access. To place a surrogate bid on behalf of a supplier: 1. On the negotiation summary page. a surrogate bid can be entered into the negotiation. and click Go. From the negotiations summary page. Click the negotiation number to access the negotiation summary page where you can see information on the negotiation. To see the complete list of negotiations you created. On the Create Surrogate Bid/Quote: Select Supplier and Contact page. From the Negotiations Home page. Select a contact for the supplier and click Create Surrogate Bid/Quote. Sign on to Oracle Sourcing with Sourcing Super User responsibility. If you do not see your negotiation. 2. Once the buyer has received all the bid/quote information. 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. click Full List. click Full List. access the negotiation in which you wish to bid by clicking its number.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. you can either Select View Response History from the Actions menu and click Go. On the Create Bid/Create Quote page. 7. Click the Responses number to access the Details page for the negotiation. enter the Bid/Quote Received Time. 2. 6.3. 3.3. 2. Page 106/209 . Continue from the Terms and Conditions page with regular a response if terms and conditions are required. Clicking the number of your negotiation takes you to the negotiation summary page. select Create Surrogate Quote/Bid from the Actions menu.Oracle Sourcing Help Note that the Your Negotiations at a Glance section shows a limited number of entries based on time remaining.2 How do I monitor the negotiations I have created? Access the negotiation you wish to monitor. You can also use the Graphical Monitor to view and compare responses to your negotiation. enter the name or contact of the surrogate supplier in the Supplier field and click Go. and then click View Response History to see information on responses to this negotiation. It is when the buyer receives the offline copy of the response or when the supplier mails/faxes the response. 5.

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

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

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

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

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

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

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

You can also enable AutoExtend or modify your AutoExtend settings if you wish. and your new award date is January 27. these dates will also be extended by the same number of days that you extend your negotiation if the dates are scheduled to occur before your extended close date. and/or long-term agreement dates. Click Apply. 3.3. 2. click the negotiation number link for the negotiation to which you wish to add additional suppliers. click Full List. 2. and you extend that auction for 7 days. need-by date. If your negotiation is not displayed. your new close date is January 18. A notification will be sent to all participants. On the Invite Additional Suppliers page. click the negotiation number for the negotiation you wish to extend. your new close date is January 22. Additionally. Enter a new close date and time. Under the Your Negotiations at a Glance section on the Negotiations Home page. 4. Under the Your Negotiations at a Glance section of the Negotiations Home page. On the negotiation summary page. To manually extend your negotiation: 1. you entered an award date. 5. select the Extend RFQ/Extend Auction option from the Actions menu and click Go. However. To add suppliers to a negotiation: 1. click Full List. 3. if you extend that auction for only 3 days. you cannot extend an auction after its first AutoExtension has been triggered. You cannot manually extend your negotiation after it has closed. Page 114/209 . 2. follow the instructions to add new suppliers. For example. Click Apply.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. If. specify a new close date and time. If you don't see the negotiation. when creating this negotiation. and your award date remains January 20.10 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.Oracle Sourcing Help 2.3. if your negotiation includes a January 15 close date and a January 20 award date. 6. Select Add Invitees from the Actions menu and click Go. On the Extend RFQ/Extend Auction page.

you can change the number of times that the auction can AutoExtend. 2. you can still enable AutoExtend (if not enabled initially) or modify your initial AutoExtend settings after the auction opens for bidding if you selected "Allow manual extend when negotiation is open" while setting the bid controls. Once you have made your changed. but you cannot change any other AutoExtend settings.Oracle Sourcing Help How do I change my auction's AutoExtend settings while the auction is in progress? You can initially set your auction's AutoExtend settings while defining bid controls. On the Extend Auction page. review your current AutoExtend settings (if any). If your auction enters AutoExtend mode. you can still enable AutoExtend (if not enabled initially) or modify your initial AutoExtend settings after the auction opens for bidding if you selected "Allow manual extend when negotiation is open" while setting the bid controls. On the negotiation summary page. 4. You cannot enable or modify AutoExtend settings for an auction that is in a preview period or has closed for bidding. However.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. You can also review and extend your auction's scheduled close date and time. To change your auction's AutoExtend settings: 1. However. select the Extend Auction option from the Actions menu and click Go. you can change the number of times that the auction can AutoExtend. click Apply. 3.3. click the number for the negotiation whose AutoExtend values you wish to change. If your auction enters AutoExtend mode. Under Your Negotiations at a Glance on the Negotiations Home page. but you cannot change any other AutoExtend settings. You can modify the following AutoExtend options: o o o o Lines you want to AutoExtend (AutoExtend all lines. 2. You cannot enable or modify AutoExtend settings for an auction that is in a preview period or has closed for bidding. or upon receipt of a new winning bid). or only those that receive bids during the AutoExtend period) Number of extensions allowed Length of each extension Start time of each extension (at the scheduled auction close time. Page 115/209 .

and click Go. you may wish to eliminate certain suppliers whose offers were not acceptable. 2.3. If you choose to shortlist any suppliers. On the Extend Auction page.Oracle Sourcing Help To change your auction's AutoExtend settings: 1. On the Negotiations Home page. you will see all the responses from the last round. You can also review and extend your auction's scheduled close date and time. and you are making your award decisions. 2. 4.13 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. select the suppliers and click Change Shortlist Status. On the negotiation summary page. You can modify the following AutoExtend options: o o o o Lines you want to AutoExtend (AutoExtend all lines.You must remove the supplier from the list by changing its status. click Apply. 3. 3. click the number for the negotiation whose AutoExtend values you wish to change. review your current AutoExtend settings (if any). 2. after the analysis of a first round of responding in a multi-round negotiation. Their response information is displayed only for comparison and analysis. Note: Once the negotiation is closed. you will not be able to award them any business. On the Award by Quote/Award by Bid page. All suppliers who participated in your negotiation are initially included in the shortlist. You do this by removing these suppliers from the short list. Page 116/209 . Once you have made your changed. Close the negotiation if it is not already closed. On the negotiation summary page. For example. Under Your Negotiations at a Glance on the Negotiations Home page. The second group includes suppliers whose responses are unacceptable and whose further responses will be ignored for awards. or upon receipt of a new winning bid) 4. or only those that receive bids during the AutoExtend period) Number of extensions allowed Length of each extension Start time of each extension (at the scheduled auction close time. To change a supplier's shortlist status: 1. 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. select the Extend Auction option from the Actions menu and click Go. select Award by Quote/Award by Bid from the Actions menu. Responses from these suppliers are no longer considered as viable for award decisions.

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

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

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

Also the line requirements have changed.3. enter the new date and time you want to close the negotiation or choose to close it immediately. click the negotiation number for the negotiation you wish to cancel. Click Apply. click Full List. 5. if no preview date/time was specified) and before the close date/time.3. Click Apply. For example. On the Close Early page. 1. In any of these cases. 4. This update is called an amendment.17 How do I create an amendment to a negotiation? After publishing a negotiation. 2. Under the Your Negotiations at a Glance section of the Negotiations Home page. Under the Your Negotiations at a Glance section of the Negotiations Home page. or the terms of the responses are not acceptable. 2.3. On the Cancel page.Oracle Sourcing Help 2. select the Cancel RFQ/Cancel Auction option from the Actions menu and click Go. On the negotiation summary page. you can enter a text note to participants explaining why you are canceling the negotiation. select the Close Early option from the Actions menu and click Go. enter a note to your suppliers. you may wish to simply cancel the negotiation. 2. 4. Note that you cannot manually close an auction after its first AutoExtension has been triggered. On the negotiation summary page.16 How do I cancel a negotiation? Sometimes. If you do not see the negotiation. 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.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. 3. To close your negotiation early: 1. 3. there may have been too few responses. 2. The system notifies all the invitees and participants of the cancellation. Page 120/209 . If desired. the buyer can update information defined in the document if necessary. This note is included in the notification that will be sent. click the negotiation number for the negotiation you wish to close. the responses to your negotiation do not meet your needs. or the items are no longer needed. Amendments can be created anytime after the preview date/time (or open date/time.

You go to the Create Header page. you must enter a new Description for the amendment and make any other header level attribute changes you need. and there are clauses and deliverables defined to this negotiation. 5. 6. Once approved (or if approval is not required). You can save the amendment as a draft at anytime during the creation process if you click Save Draft. current prices. 2. 2. Government organizations in particular present solicitation packages according to a unified format. additions. the Submit button changes to Publish.Oracle Sourcing Help To create an amendment to a sourcing document: 1. You cannot add or delete suppliers on the Create Amendment Suppliers page during an amendment. All suppliers will be required to acknowledge the amendment and resubmit their responses to be eligible for award. enter any line changes.. 7. deletions. or updates to line information if necessary. Responders should be able to complete negotiation documents and return the results by FAX. these can be changed on the Create Amendment: Contract Terms page. 12345. Notice that the negotiation number has now been given a suffix. no new responses can be received on the previous negotiation. use the active negotiation's negotiation summary page. select Create Amendment from the Actions menu.18 How do I print information on my negotiation? Much business communication today is carried and managed offline. The printed version of the negotiation is appropriate for public display since it excludes all internal data such as internal attributes. 3. Approvers will receive notification that they need to approve the amendment. The printed version also does not include any price elements Page 121/209 . You can review the new changes compared to the current active negotiation by clicking Review.1. Buyers need the capability to download and print a negotiation for offline review. or names of invited suppliers. On the Create Amendment Header page. This suffix is incremented every time you create a new amendment for this document. Once you click Publish. On the negotiations summary page. Change the negotiation rules on the Create Amendment: Controls page if necessary. To invite new suppliers. Draft amendments are available on the Negotiations Home page if you click Drafts in the Manage Quick Links section. you can submit the amendment for approval by clicking Submit for Approval on the review page. On the Create Amendment: Lines page. mail or email. for example. If you have approvers identified on the Collaboration Team on the Create Header page. If Oracle Procurement Contracts is implemented. 4. 8.3.

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

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

4. click "Return to Negotiation Summary. select View Quote/Bid History from the Actions menu and click Go. Additionally. click the number link in the Quote/Bid column. In addition.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. You can accept and use the decisions generated by the AutoAward feature.1 How do I view the responses I have received? 1. The resulting page shows details about the response. On the negotiation summary page. There is an entry for each supplier who has placed a quote/bid in the negotiation.Oracle Sourcing Help 2. select Unlock from the Actions menu and click Go. 3.4. On the Confirmation page.4. an RFQ/auction cannot be awarded until it is unlocked. 2." 4. 2. From the Your Negotiations at a Glance section of the Negotiations Home page. 4.4 Awarding Negotiations 2. respondents in the RFQ or auction cannot see other quotes/bids until the buyer also unseals the RFQ/auction (although the identity of other suppliers is revealed to the suppliers in an auction). Select Unseal from the Actions menu and click Go. Page 124/209 . You can divide an individual line among multiple suppliers. In addition. On the negotiations summary page. other users from your company who have the appropriate function security can also unlock and unseal your RFQ/auction. you can make your award decisions. click the negotiation number link of the negotiation you wish to see. 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 award an individual line to a single supplier.3 What are the different methods I can use when performing awards? Once you have closed your negotiation and analyzed the responses you received. Close the negotiation if it is still open. The Quote/Bid History page displays the responses the negotiation has received. To see details about a particular response. 3. Note: You will always be able to unlock and unseal an RFQ/auction you have created. 2. An RFQ/auction can only be unlocked and unsealed after it is closed. To unlock and unseal an RFQ/auction: 1. 2.

click "Show" in the Details column. Dividing a negotiation line among multiple suppliers If necessary. if you are looking to buy 100 monitors. You can then access this file and review the responses offline. AutoAward decisions are based on the response ranking generated by the system. you can see the information on AutoAward's decision.. enter award information. While on the negotiation summary page. Page 125/209 . You can use the AutoAward's decisions by clicking Accept Recommendation. you can split a line between multiple suppliers. and upload the spreadsheet back to the system. Using the AutoAward feature The AutoAward feature analyzes all the responses from suppliers who participated in the negotiation and generates award decisions based on the details of those responses. All the lines on which the supplier quoted/bid are awarded to that supplier. If the supplier offered only a partial quote/bid. Awarding an Individual Line to a Single Supplier You can award all the business for a negotiation line to single supplier by selecting Award by Line from the Actions menu on the negotiation summary page. The remaining units remain unawarded. For example. Awarding an entire negotiation to a single supplier You can easily award all the lines of a negotiation to a single supplier by selecting Award by Quote/Award by Bid from the Actions menu on the negotiation summary page. you may wish to download the responses you received to a spreadsheet file and save it locally. the award decisions are saved as a draft and can be reviewed in the Award 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 can select View AutoAward from the Actions menu to see the award decisions made by AutoAward. but supplier B offers to sell 60 monitors for $500 each. and supplier A offers to sell 75 monitors for $600 each. you enter this information into the spreadsheet and upload it back to the system. Using spreadsheet download If your negotiation has many lines or complex lines having many attributes or price elements. the supplier is awarded as many units as were quoted/bid. Any lines the supplier did not quote/bid on are not awarded. After you have made your award decisions. On the AutoAward Recommendation page. To see detailed information about AutoAward's decision (such as the winning responses picked by AutoAward and the quantity awarded to each). you might wish to award supplier B the first 60 monitors and award the remaining 40 to supplier A.Oracle Sourcing Help You can download the responses into a spreadsheet. 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.

Oracle Sourcing Help Page 126/209 .

On the Award by Quote/Award by Bid page. If you selected multiple suppliers. Any lines to which the supplier did not respond are not awarded. Click Award to identify the supplier to whom you are awarding the negotiation. On the negotiations summary page. You also see entries for every Page 127/209 . All lines to which the supplier responded are awarded to that supplier. you see the response information for the supplier(s) you selected in the previous step. or.Oracle Sourcing Help 2. Once the negotiation is closed. 1. Note also that you can change the shortlist status of a supplier on this page as well. you see all the suppliers who responded to your negotiation. select the supplier(s) to whom you wish to award the negotiation lines and click Award Multiple Lines. On the Award by Quote/Award by Bid page. select the supplier and click Award. On the Award Quote/Award Bid page. Access the negotiation you wish to award. From the Action menu. or award each line its own supplier. if the negotiation controls allow it.4.4 How do I award business in an RFQ or auction? There are several ways you can award business for a negotiation. You cannot initiate a new round of quoting/bidding on this RFQ or auction once you have closed the negotiation and submitted an award decision. you can begin awarding business. 2. Click Save Award. you can manually close the negotiation prior to its specified close date/time. This provides flexibility and allows you to quickly enter award decisions. Note that you can select multiple suppliers on this page. click Go. Note: The auction or RFQ must be closed for responses before you can award business. On the Award Multiple Lines page. select Award by Quote/Award by Bid to award an entire negotiation or multiple lines of a negotiation to the same supplier. 1. Select Award by Line to award each line to its own supplier. You can award the entire negotiation to a single supplier. you see the information on the negotiation and any responses it has received 3. You can wait until the negotiation reaches its specified close date/time. 2. Once you have selected the action. To award multiple lines to a supplier: 1. To award an entire negotiation to a supplier: 1. you see the response information on the supplier(s) you selected in the previous step. To award the entire negotiation to one supplier. 3. Or select Award by Spreadsheet to download the responses to a spreadsheet file and enter your award decisions there. You can enter award decisions at the supplier level or the line level. award multiple lines to the same supplier. their responses are displayed side by side for easy comparison. 2.

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

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

Oracle Sourcing Help

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

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

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

Oracle Sourcing Help

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

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

You receive two bids as follows on the auction item:

Bidder Office Supplies Your PCs

Bid Quantity 30 30

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

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

Bidder Office Supplies Your PCs

Bid Quantity 30 30

Consumed Quantity 30 20 10

On Number 12345 12345 98762

Requisition

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

Oracle Sourcing Help

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

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

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

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

so you may wish not to notify suppliers until a later date when the purchase document is fully approved). Select Complete Award from the Actions menu and click Go. On the Confirmation page. Choose an Acceptance Level from the drop-down menu. 4. If Oracle Procurement Contracts is installed and licensed. Click Submit.Oracle Sourcing Help 2. You can see you award information by clicking the link under the Details column (or by clicking "Show All Details"). you can choose whether or not to create a purchase order document. On the Review and Submit Complete Award page. click Submit if you wish to complete the award process. 2. click Initiate Approval to begin approval for this purchasing document. 3. 2. you can use an Acceptance Level value of Document and Signature to perform contract binding. specify the start and end effective dates.12 How do I generate a purchase order document? Once you have saved your award decisions. The Confirmation page informs you that the award is complete. 5. On the award Confirmation page. On the Create Purchase Order page. 6. click the link to return to the negotiation summary page. you return to the negotiation summary page to complete the award process and generate a purchase order document. 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). See What is contract binding? for more information. Page 136/209 . If you have an approval procedure set up in Oracle Purchasing. you can obtain information on the supplier to whom you awarded business. 5. In you are creating a blanket purchasing agreement. To generate a purchase order document: 1.4. 4. On the Complete Award page. 3. To complete the award process: 1.

or finding reusable invitation lists to apply when creating a negotiation. This option uses Workflow notifications to obtain signatures online. it is ready for execution. To save time and perform accurate searches.4.5 2. Document or Shipment Supplier can accept the document or individual lines. You can optionally indicate whether acceptance is required for the resulting purchase order document. you can use the wild card (%) as necessary The search process varies depending on what you are searching for. In most cases when specifying a search value. Once the negotiation is closed for responses. 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. If the supplier accepts the document. you have the choice of four levels: None No acceptance is required. A notification is sent to the supplier requesting a signature to indicate acceptance after the purchase order is approved by any internal approvers.5. Searches are conducted using a search criteria and one of that criteria's search value. 2. When you are creating the purchase order document. Some examples include searching for negotiations in which to participate. you can require that the supplier sign and accept the document.13 What is contract binding? If Oracle Procurement Contracts is implemented.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. Document and Signature You and the supplier must sign the document to indicate acceptance. If you require acceptance. use the search tips below. you can award business to selected suppliers and subsequently initiate the purchase order/contract creation. you are sent a notification requesting your acceptance as well. Suppliers can use iSupplier Portal to accept the document or can request that you enter acceptance on their behalf. Page 137/209 . Once both you and the supplier have accepted the purchase document.Oracle Sourcing Help 2. Document Only Suppliers are required to accept the entire document.

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

You can use % as a wild card value 3. negotiation title.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. Scroll through the Results display until you see the target draft. If the draft is locked. select a search type from the menu.Oracle Sourcing Help When entering values. o You can search the Approved Supplier List to identify suppliers who sell a particular item or commodity. Click the Number link to go to the negotiation summary page where you can see information on the negotiation. you can send invitation notifications to particular suppliers inviting them to participate in the negotiation. 2. click Go. When you are finished. Scroll through the Results: Negotiations display until you find the correct negotiation. Enter your search values.5. 2. and click Go. negotiation creator. You can search on negotiation number. 2. and proximity to open date (specified as the number of days outstanding). Click Review and Submit to publish the draft. Select the draft and continue processing. Click Edit to update the draft. 5. Click the Manage quick link under Drafts on the Negotiations Home page. You can search the Supplier Master to identify suppliers who meet certain criteria. You can identify the suppliers you wish to notify by searching information in the Approved Supplier List. for example.4 Searching for suppliers: When creating a negotiation. minority-owned or small business. You can search both the Approved Supplier List and the Supplier Master at the same time. you can use % as a wildcard.5. the Supplier Master. You will also search for suppliers to add them to reusable invitation lists and/or negotiation templates. To search for and manage a draft negotiation: 1.1. You can also search the Approved Supplier list for suppliers of a particular status (for example. 2. o o On the Search and Select: Suppliers page Page 139/209 . click Unlock to access it. On the Manage Draft Negotiations page. approved or new). as well as information provided by the supplier company itself.1. 4. Click "Responses" to go to the negotiation History page where you can see information on current responses.

you can search by either the Category name or by words contained in the Category Description. you can search and specify a category value but cannot specify an item value. Click the flashlight icon next to the Category field. How you search depends on whether the line type for your item is amount-based or goods-based. If you know the name of the supplier you wish to invite. you must identify item(s) on which you wish to negotiate. The category value defaults according to the item you select. enter a search value for either the item name or a word in the item description. Page 140/209 . Enter as many search values as are needed to efficiently qualify your supplier search. 1. and click Go. Click Go. click Search. enter a full or partial supplier name. 2. click Show Business Classifications and select the attribute values by which you wish to search. select the supplier(s) and click Invite. 2. 1.5 Searching for lines and categories While creating your negotiation. 3. From the Results: Suppliers display. 3. 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. From the Search Results display. For goods-based items.5. 2. Select the type of search from the drop down menu. To search the Approved Supplier List Criteria. Click the Select button or the Quick Select icon.Oracle Sourcing Help 1. select the correct item and click Select. Scroll through the Search Results display and select the correct category. You must also specify the category to which the item belongs. you can search and specify an item value. On the Search and Select: Inventory Item page.1. With amount-based items. You are returned to the create page with the category value inserted in the Category field. Click the flashlight next to the Item field. If you wish to see all suppliers who provide a particular commodity. click Show Approved Supplier List Criteria and select the attribute values by which you wish to search. use the flashlight to search and select commodity or item. 2. On the Search and Select: Category page. After you have entered your search values. enter appropriate search values search values. To search by Supplier Business Classifications.

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

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

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

see "How do I run the reports?" Note: For the Auction Outcome report parameter. Any report displaying calculated amounts do not include any RFI amounts. or All Outcomes. You can view the supporting awarded bid by clicking the Auction number or Bid number.1. To run the Awarded Bids Detail report.1 "How do I run the reports?" Notes: Note the following when generating and evaluating report information: o o o o When entering a category search parameter.Oracle Sourcing Help 4. Page 144/209 .1. If Current Price is not available. Amounts do not include lines where award quantity and award amount are unspecified. Any report displaying calculated amounts does not include any RFI amounts.2. To run the Savings by Category report. Blanket Purchase Agreement. the report reflects only the system-hosted catalog item categories. the report reflects only the system-hosted catalog item categories. you can generate a Savings by Item (Section 7.2.2 Savings by Category report What is the Savings by Category report? The Savings by Category report displays your total savings broken down by item category.3 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. Once you have generated a Savings by Category report. Amounts do not include lines where award quantity and award amount are unspedified. The report is sorted by category.3.2. Note the following when generating and evaluating report information: When entering a category search parameter.1. Savings is calculated by taking the difference between Current Price and Award Price and multiplying the difference by the Award Quantity. see. Section 4. with the category with the highest productive award appearing first. savings is zero.1) report for the items listed. 4.1. select Standard Purchase Order.

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

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

1. and click Go. transactions for all currencies. However. To run the Awards by Supplier report. only transactions for that selected currency are displayed. If left blank. For each supplier. o o Category (if available) Select the category of interest using the search icon next to the field.) An asterisk (*) indicates a required field: o *From and Through Date Enter a date range for extracting and summarizing transactions. 5. On the Negotiations Home page. you can export the report data to a spreadsheet.2.2 Intelligence Reports 4. 2. 4. as well as the total amount awarded to this supplier.Oracle Sourcing Help To view transactions in all currencies: When you view transactions for a selected currency in a report. are displayed. Once the report displays. In the spreadsheet.1 How do I run reports? 1. Currency Select the currency of interest. 3. the report shows the total amount generated by each sourcing transaction type (bid or quote). if desired. click the Reports tab. The Sourcing Reports page displays information on the reports in the system. Enter any search criteria into the appropriate fields. o 4. click Show Chart (if available) for a graphical representation of the report. Click the link for the report you want to run. Suppliers (if available) Select the suppliers of interest using the search icon next to the field. See "How do I export report data to a spreadsheet?" 4. (Not all reports have all of the following search criteria. You can sort the report by clicking on the any of the underlined column headings. Click Export to Spreadsheet to download the report. see "How do I run the reports?" Page 147/209 . including the selected currency and the currency code. It also gives a breakdown by negotiation type of the total amount of money transacted.1 What is the Awards by Supplier report? The Awards by Supplier report displays a summary of all awards made by the buyer to supplier(s).3. if you want to view all transactions completed in all currencies. the report defaults to your functional currency.

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

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

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

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

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.4. Alternatively. detailed item information.1 “How do I monitor negotiations to which I've responded”). This includes such information as the time the negotiation. If the item has attributes. Under Open Invitations.4 How do I view the details of a negotiation before placing a response? 1. Find a negotiation in which to participate (See Section 2. click the negotiation number to access the Negotiation Summary page for the negotiation in which you are interested. price elements.1.1 “How do I access negotiations”). To respond to a negotiation you must: 1.3 How do I respond to a negotiation? Suppliers can respond to public negotiations and private negotiations to which they have been invited. (See Section 5. 2. Attachments can be viewed by clicking the paperclip icon.Oracle Sourcing Help Creating and managing sourcing events Updating profile information Viewing award decisions Updating profile information 5. use the Search Negotiations fields to access the Active Negotiations page.1. 5. 3. 2. The Negotiation Summary page displays all the current information for this negotiation. or quote).1. Monitor the action in the negotiation in which you are participating. Page 152/209 . pricing. the response controls. Click the negotiation number to access the Negotiation Summary page. shipping and billing information. The Notes and Attachments section displays any text messages from the buyer and any attached files. Submit your response (bid.6 “How do I submit a response online”).2. (See section 5. you can view information on the item attributes by clicking the "View" link under the Details column. or price breaks associated with it.

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

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

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

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

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

From the Negotiations Home page. a buyer can add item attributes and/or price elements to any item(s) in the negotiation. click Return to Negotiations to return to the negotiation summary page. you can view these specific item details (if allowed by the buyer) and enter additional values to target your response. When you respond to a negotiation that includes item attributes and/or price elements. Alternately. there will be two attachments for each line. 5. The first attachment is the requisition header attachment. If this line was AutoCreated from Purchasing and there was both an attachment at the requisition header level as well as attachments at the line level. click that line's number link.Oracle Sourcing Help 5. providing a search value and clicking Go. 3. To view the notes and attachments: 1. On the Line: page. Page 158/209 .1. on occasion the buyer may need to communicate or request additional information such as specialized requirements.1. Price elements identify additional costs associated with an item which need to be negotiated in addition to the item price. 2. you see any notes and attachments assigned by the buyer to the line. search for an open negotiation by selecting a search criteria. The buyer can use the note text box for short communications or use attachments for larger amounts of information. the page displays the negotiation header information. click the negotiation number link under Your Company's Open Invitiations to view negotiations to which you have been invited. From this page you can continue placing a response. Notes and attachments can be assigned to the negotiation header or the negotiation lines. Click the Lines subtab to see details of the negotiation lines. The second attachment is the line attachment. 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. By default.8 How do I use item attributes and price elements when responding to a negotiation? When creating a new negotiation. Once you have viewed all your attachments. 4.7 How do I view the attachments associated with the negotiation to which I am responding? In addition to the typical negotiation information. 5. To see the detail information for each line. Click the negotiation number link to display the negotiation summary page.

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

10. you can proxy bid on all or selected items. not your own current bid. You can change your proxy bid decrement if all items on the bid do not have proxy enabled.75. Bid manually on the itemContinue bidding on the item by submitting bids manually. the system will continue to automatically rebid (by the proxy bid decrement amount you specify) until your proxy minimum bid price is met. you can enter your proxy bid information in the appropriate fields on the Create Bid page. To submit a proxy bid for any auction item. then enter a proxy minimum bid only for those items on which you want to proxy bid. When bidding on an auction that contains more than one item. you must provide the following information: Note: If at any time you wish to change your proxy bid information. If the bidding on an auction item in which your proxy bidding drops below your proxy bid minimum amount. Note: After you have submitted your proxy minimum bid amount. The Proxy Bid Decrement field will indicate whether you can enter the amount as a percentage or monetary amount (this is determined by the buyer). for example.300 on your behalf.400 bid is subsequently submitted. You can also change the proxy bid minimum amounts. the system will automatically submit a proxy bid of $3. Proxy Bid Decrement You must enter the exact amount by which you want each of your proxy bids to decrease. For example. Then submit the bid as normal. Discontinue bidding on the item Page 160/209 . Whenever your bid price is exceeded by a competing bid price. automatic proxy bidding is discontinued. You can then do any of the following: Enable another round of proxy bidding for the item Enter new proxy bid information. if you have submitted a $3.500 bid in an auction with a proxy bid decrement amount of $100. Proxy Minimum Bid You must enter the lowest price you are willing to proxy bid for any auction item. and a $3. Your proxy bid decrement amount will be applied to the current winning bid in the auction. You cannot enter different proxy bid decrement amounts for each item. you cannot change this amount unless the minimum amount is met in the auction bidding or you cancel the proxy bidding on the item. Use numbers. Enter your proxy bid decrement amount. you can cancel your proxy bid and submit a new bid with the updated proxy information.Oracle Sourcing Help To activate proxy bidding: When you place a bid on an auction.

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

4. Save the spreadsheet file to a convenient location. 4. You can then enter a new power bid percentage and click Go to revise your power bid. 5.Oracle Sourcing Help To use power bid: 1. To download a spreadsheet and prepare your bid or quote offline: 1. After you have located a negotiation on which to bid. Access the open negotiation to which you wish to respond. 2. On the Create Bid page. your bid status does not change yet. click Submit Bid and review the details of your bid. 3. then click History to review responses. select the type of file(s) you wish to download. Navigate back to the Quote/Bid by Spreadsheet page. The recalculated price appears in the Price field. Access the auction on which you want to rebid. 5.13 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. On the Quote/Bid by Spreadsheet page. If you want to return to your original bid prices. You can download an Excel spreadsheet or a text spreadsheet. select Create Quote/Bid from the Action menu and click Go. Bulk loading is also useful if you respond to similar negotiations that occur repeatedly. click the negotiation number and review the negotiation's details and lines. 5. Open the spreadsheet file and complete according to the instructions in the Read Me file included in the zip. Because you are only previewing your power bids. Page 162/209 . you may want to look at responses that have already been submitted (not viewable in blind or sealed auctions or in RFQs). From the negotiation summary page. even if your new bid price exceeds the current best bid for any auction item. 2. 6. Enter numbers. Your bid prices so not take effect until you click Submit Bid. As you prepare to respond. Click Recalculate to preview your power bid prices. Save the file. When you are satisfied with your power bid prices. for example. click Clear Changes. enter the power bid percentage by which you want to decrease each of your bids in the auction. You can create the spreadsheet once and then make only the modifications necessary for a particular negotiation.25.1. 7. 3.

Quote/Bid controls. click Create Quote/Bid. The Bid Confirmation/Quote Confirmation page displays your bid number.1. 5. On the negotiation Details page. enter your new bid information and click Continue. Once you have displayed the new negotiation.1.15 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. click Submit. Click Submit. use your Back button. check your response information. You respond to a second-round negotiation the same way as to the initial negotiation. you can continue placing your re Page 163/209 . Browse to the location where you saved your spreadsheet file. If the item is unchanged from the previous round.14 How do I rebid on an RFQ or auction? 1. you can easily identify the updated information by clicking View New Round Summary. Once the buyer has published the updated RFQ/Auction. notifications are sent to the original and any newly added participants. Click the response link to access the Details page. There are several reasons why this might happen. 8. your prior response is carried over to the new round. On the Rebid/Requote page. If the buyer has updated an item for the new round. Click Import. 2. Access the negotiation on which you wish to rebid. Verify the details of your quote or bid. If correct. If the negotiation is an RFQ. 9. 5. 4. The Multi-Round Modifications Summary page shows you negotiation information that has been updated since the previous round. you can respond with your new Quote/Bid. the initial round might have been simply for information gathering purposes. 3. If you need to make changes.Oracle Sourcing Help 7. or the buyer may decide to change negotiation criteria such as terms and conditions. On the Review Quote/Bid page. The system will validate the response information you entered in your spreadsheet. you will need to respond to that item again. or the invitation lists. After you have analyzed the updated negotiation information. After you have located the negotiation in which you wish to participate.

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

the responsible party failed to perform the deliverable.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. Once you have acknowledged all the amendments. The negotiation summary page shows the original version of the negotiation. and then click the checkbox acknowledging you have reviewed the amendment. there may be deliverables to which you must respond.Oracle Sourcing Help 2. The currently active version has the highest number and is the first entry in the table. Page 165/209 . the due date for completion of that deliverable has passed and that deliverable is late. you respond to the deliverable and update its status. On the Acknowledge Amendment page. you must acknowledge that you have viewed the amendment and placed a new response. 8.1. 6. Contract terms are displayed in the Contract Terms section of the page. 4. This includes responses to any contract terms the buyer has defined. 3. You are presented any additional amendments. If there is an X icon in the Alert column. 2. The Amendment History page has entries for the original negotiation and any subsequently amended versions. Click the negotiation number link to view the original negotiation and its updates. 5. Click the suffixed number links to see the different versions of the sourcing document. 5. Click Acknowledge Amendment. 9. If there is an exclamation point icon in the Alert column. 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. and you must respond to these deliverables before their dates expire. You use the Create Response page to enter your response to the buyer's negotiation. you are presented the first amendment. Each deliverable has a due date. The amended versions are suffixed with an incrementing counter. Once you have completed the tasks outlined in the deliverable. If there are deliverables. 7. they will be listed in the Deliverables section. Click "View Amendment History" to see the changes made to the original negotiation. You can toggle between the current version and its prior version using the buttons. or click the Review Changes icon to see what information changed between a version and its prior version. which you must review and acknowledge. Click Acknowledge. Click the Update icon. To be considered for an award decision. 1. The Review Changes page identifies the information that has changed. Review the information. you can place a new response on the negotiation. If Oracle Procurement Contracts is implemented by the buying organization.

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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| Type The type of negotiation: RFQ. Your Response Number The number you assigned your response. if any. 5. Page 170/209 . Reason Any message provided by the buyer explaining why the item was not awarded.7 How do buyers and suppliers communicate while a negotiation is in progress? There may be times when buyers and suppliers need to contact each other directly for additional information or clarification.2.6 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. participants can communicate with each other by entering into an ongoing conversation called an online discussion.2. The Rejected Items page allows you to drill down into detailed information about the negotiation and your response to it. Negotiation Number The number assigned the negotiation by the system. Once a negotiation has been published.Oracle Sourcing Help 5. or Buyer's Auction Item Description Description of the negotiation item. Response Quantity The number of item units you offered to sell the buyer. Promise Date The date by which you promised to deliver the item. The Rejected Items page shows: Response Number The number assigned to your response by the system. Response Price The price at which you offered to sell the item.

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

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

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

review the document information.Oracle Sourcing Help To print a negotiation (for suppliers): 1. 5. click the checkbox and then click Acknowledge. Search for the negotiation. you must review and acknowledge the amendments and place a new response. 2. search for the negotiation you wish to print by clicking the Negotiation Number link.2. Once you have acknowledged all the amendments. Click Preview Contract Terms. you will only be able to respond to the amended version. When the prompt box appears. Click the Contract Terms link in the navigation bar. 4. select Print Document from the Actions menu. 2. You are informed that the negotiation has amendments and are prompted to acknowledge them. If there are multiple amendments. 3. you must review and acknowledge each one. 2. 6.10 How do I respond to an amendment to a sourcing document? After publishing a negotiation. 1. Once a document has been amended. you can continue to respond to the negotiation normally. 3. the buyer may need to update some of the information defined in the sourcing document. open and inspect the print directly or save it to a location and review the document locally. or save it to a location on your machine and review the document there To print contract terms only: 1. On the Negotiations Homepage. When the prompt box appears. To respond to a negotiation that was amended before your first response: If the amendment was made prior to your first access. Select the negotiation and click Respond. Such updates are called amendments. 5. On the Negotiations Home page. 3. 4. On the Acknowledge Amendment page. Click Yes. you must have reviewed all the amendments and placed a response to the latest one. search for the negotiation for which you wish to print the contract terms by clicking the negotiation number link. open and inspect the print directly. Page 174/209 . To be eligible for an award decision. On the negotiation summary page.

Click the suffixed number links to see the different versions of the sourcing document. you can place a new response on the negotiation. You are presented any additional amendments. which you must review and acknowledge.Oracle Sourcing Help To respond to a negotiation that was amended after your first response: 1. 3.2. 8. If Oracle Procurement Contracts is implemented by the buying organization. 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. 5. 6. The amended versions are suffixed with an incrementing counter. 5. Click Acknowledge. You can toggle between the current version and its prior version using the buttons. Deliverables are part of the contract terms the buyer may have defined and are typically additional pieces of documentation that must be provided by the supplier. The currently active version has the highest number and is the first entry in the table. 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. If you placed a response before the amendment was made. Click Acknowledge Amendment. This includes responses to any contract terms the buyer has defined. 4. 2. Once you have acknowledged all the amendments. The Review Changes page identifies the information that has changed. or click the Review Changes icon to see what information changed between a version and its prior version. The negotiation summary page shows the original version of the negotiation. and then click the checkbox acknowledging you have reviewed the amendment. Page 175/209 . You use the Create Response page to enter your response to the buyer's negotiation. The Amendment History page has entries for the original negotiation and any subsequently amended versions. Click the negotiation number link to view the original negotiation and its updates. To be considered for an award decision. you are presented the first amendment. Contract terms are displayed in the Contract Terms section of the page. On the Acknowledge Amendment page.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. there may be deliverables to which you must respond. Review the information. 9.

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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note the error text if any. Users who are associated with this responsibility can access and perform specific features.Oracle Sourcing Help 6.1. or multibyte languages (such as Chinese).2 Glossary A Agreement Terms (Blanket Purchase Agreement only) Agreement terms are optional. Note: Depending on how the system is set up.5 Whom should I contact about technical difficulties? If you experience technical difficulties with this system you should contact your system administrator. and (for bulk load jobs only) the job number. and apply only when you have selected "blanket purchase agreement" as the auction outcome. particularly for large files. link. Then contact your system administrator. or if you cannot view or access a specific page. Total Agreement Amount Page 180/209 . Agreement Start Date/Agreement End Date The period during which the blanket purchase agreement is effective. or task bar options? All system features are controlled by function security and your userid. 6. the steps you performed that led to the problem. task bar option. the connection. 6. buttons. Your Sourcing responsibility assignments determine which features you can use. If you are using a slow dial-up connection. If the feature in which you are uploading allows. If you still cannot determine the cause of an error or failure.1.1. or other feature. may time out before the system receives the file. links. some browsers will not upload files or browse directories whose names contain language-specific marks such as accents or umlauts. button. you should contact your system administrator to request additional function assignments.6 What if I have problems uploading files? Check the online Help about errors or failures. If you receive a Task Access Restriction message. Function security means that features can be used only by users who are allowed access to the features. try placing the file in a WinZip file to reduce the file size or using a faster connection to the system. 6. Your system administrator controls function security by creating a Responsibility consisting of different functions. or if your upload does not complete.4 Why can't I access some pages.

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

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

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

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

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

If you specify your bid decrement amount as a percentage. M Minimum Bid Decrement The minimum amount by which bids must decrease This is set in the auction's bid controls.000 Bidder A's second bid = $900 Bidder A's third bid = $800 Auction #2234. bid decrement = $100 Bidder A's original bid = $1. For example: Auction #1234. bid decrement = 20% Bidder B's original bid = $1. but will be applied to the bidder's current bid price. Line Types A negotiation line item's line type determines whether the line item refers to goods or services (other line types can also be defined). the decrement percentage will be calculated based on a bidder's original bid price. Note: A bid decrement amount will always be applied to a bidder's current bid price. You can enter either a straight amount or a percentage by which bids must improve.Oracle Sourcing Help H I J K L Lead Time The number of days between the order date and the shipment date (not between order date and receipt date).000 Bidder B's second bid = $800 Bidder B's third bid = $600 Minimum Release Amount Page 186/209 .

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

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

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

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

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

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

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

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

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

Appendix 7.type (bid or quote). For each supplier.1 What are the Awards by Supplier report? The Awards by Supplier report displays a summary of all awards made by the buyer to supplier(s). Inc. Copyright 2000 Three D Graphics. Amounts do not include lines where award quantity and award amount are unspedified. You can sort the report by clicking on the any of the underlined column headings To run the Awards by Supplier report. Inc. Savings is calculated by taking the difference between Current Price and Award Price and multiplying it by the Award Quantity.3.1. Page 196/209 .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. see Section 4.1 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.Oracle Sourcing Help 7. as well as the total amount awarded to this supplier. the report shows the total amount generated by each sourcing transaction. If Current Price is not available.1. 7. savings is zero.

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

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

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. it only applies to new attributes. Default maximum score. Select Scoring Settings above the Attributes table to define the defaults that will be used for your header attributes. If you change the max score. You use this column to weight this attribute in relation to all the other header attributes.1 What are header attributes and how do I use them? You can define header attributes that apply at the negotiation level. a Weight column appears in the Attributes section in addition to the other attribute columns. personnel qualification. Click Submit 7.3. and financial visibility. Weights are used along with the scores you enter during the analysis phase of the negotiation. you can choose to also define header attributes. to calculate the value for a supplier's response to this attribute.3 What are score settings and how do I use them with header attributes? While defining your negotiation header. These attributes often solicit information about the supplier.Oracle Sourcing Help 4. This is the default value that appears throughout the negotiation for a particular attribute unless you change that attribute's default. Note: The settings you specify here apply to all header attributes. Complete the required attribute fields. Click Add Another Row and continuing defining attributes until you have finished entering attributes. See How do I score header attributes? for details on how weighted scores are used. You can enter a number that represents the highest number that can be entered for any header attribute. Knowing such information provides you with a better understanding of the Page 199/209 . Weighted scores for all header attributes are added together to give the total score for a response. You define the following defaults: Enable weights If you click this checkbox. Display scoring criteria to suppliers Select this checkbox to allow suppliers to see the criteria you will use when scoring their responses.

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

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

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

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

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

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

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

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

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

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

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