ORACLE SOURCING On line Help Guide Release 11.5.

10 A collection of the on line help content

April 2006

Oracle Sourcing Help

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

Oracle Sourcing Help

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

Oracle Sourcing Help

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

........... and how do I use them in my negotiation?............3....................3............................3...1..................................................................4.9 What are amount based line types.........................................................3........ 98 2.................................................................... 107 2......8 How do I view the backing information for lines AutoCreated from Oracle Purchasing?..............2 How do I monitor the negotiations I have created? .8 What are price breaks... 100 2..3.....3 How do I respond on behalf of suppliers without Internet access?............................. 110 2..........4.......4.......5 2........................................... and how do I use them?....4 What are contract terms and conditions............ and how are they used? ...................1 How do I access negotiations? .......................................1.....................................3 Monitoring Negotiations. 100 2...............3......... 116 2...4..1.........................3...................................3.........................14 How do I initiate a new round of responding?..13 What is shortlisting and how do I use it? .....................................................................6 How do I download the responses I have received? ... 106 2......4..... 98 2....... 96 2...........................1....Oracle Sourcing Help How do I use price elements? ... 114 2............4...1........... 88 2....................................4 What are Your Negotiations at a Glance?.......... and how do I use them?.........4.........................................11 How do I extend a negotiation that is in progress? ...........3..... 99 2.........................2 What kind of services can I negotiate for?...............11 Who can participate as team members? .......................................2 What is a sourcing event? ...10 How do collaboration teams work? .....1..............5 How do I use the Graphic Monitor to compare competing quotes or bids for a particular negotiation line?......... 107 2.......................... 114 2.............5 How do I create a deliverable and use it in a negotiation document?...............7 What are contract terms and conditions..1.............3.................................................... 102 2.4.......6 How do I copy a sourcing document?...................7 What are price breaks........................................ 88 2. 115 2................. 95 2..3 Are there any shortcuts available when creating a sourcing document? .............2................1..... and how do I use them?.......4 Can I create and save sourcing documents without submitting them? ..................................3.......13 What are global agreements.......... 105 2........... 103 2..... 93 2..4............................... 103 2.................. and how do I create and use them? ...............1.............10 Can I invite additional suppliers to a negotiation I've already created? ..........................................................................4......... 91 2.. 92 2...1..9 How do buyers and suppliers communicate while a negotiation is in progress? ..............6 .... 109 2..... 106 2. 97 2........... 96 2.......3.............. 108 2..3..............3 How do I define services related lines?.........2. and how do I use them in my negotiation?........... 117 Page 5/209 2.................................1..................... 84 2.......... 84 What are Reusable Price Element Lists...........3........... 112 2..........1............ 105 2..4...............................2 Using Oracle Services Procurement and Oracle Procurement Contracts.......................2..............................1......4 Additional Creation Topics ..................3..........1.................. 86 2..............................1 What are some negotiations strategies I can use? ............. 104 2..................................1.........3....................2..........7 How do I analyze the responses I have received?...................1 How do I create a deliverable and use it in a negotiation document?..............12 How do security levels work? ...12 How do I change my auction's AutoExtend settings while the auction is in progress?...................3..................1......................................................... 102 2..................4...1............................4............

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

.. 170 5..........................................2.......................................1...........11 How do I turn off proxy bidding? ..... 172 5............ 153 5..... 174 5............................. 169 5.......... 163 5...2......16 Why would a negotiation have special terms and conditions? ......1...............................2.................... 149 5..........1 Additional Topics ..............................15 How do I respond to a negotiation that has gone to an additional round of responding?... 177 5............................ 179 Page 7/209 ............... 159 5.............................................. 158 5....... 158 5......... 176 5.......................6 What information is contained on the Rejected Items page?.........5 How do I respond to a Request for Information (RFI)?......6 How do I submit a response online? .......1 How do I monitor negotiations to which I've responded? ......................2.........................2.................1... 161 5........................1............ 151 5.......2.....................................11 How do I respond to a deliverable defined to a negotiation?............................................8 How do I turn off proxy bidding? .........1 Responding to Negotiations.....18 How do I respond to a deliverable defined to a negotiation?..................................................................3 How do I respond to a negotiation? ...........3.......................9 How do I print information on my negotiation? .......1................................................ 161 5...............................................................1...1..................................................2 Can international companies participate? ......13 How do I download a spreadsheet and respond offline?........................2..............................10 How do I respond to an amendment to a sourcing document? ..............................1................3 What is the Awarded Bids Detail report? ..................................Oracle Sourcing Help 4............................2..................... 167 5...... 148 4..................4 What information is contained on the Disqualified Responses page? ..............1.....1........................................8 How do I use item attributes and price elements when responding to a negotiation? ............................... 150 5..................4 What is the Awarded Quotes report? ......... 170 5............................................................................................1 How do I search for negotiations? . 167 5............................17 How do I respond to an amendment to a sourcing document? ..................................3 How do I track the status of my responses?............1.... 152 5............. 167 5................ 159 5................................................................................... 163 5.........5 What information is contained on the Awarded Items page? .1..................... 164 5...................2........ 178 6................................2................................................................2......................... Help for Sourcing Suppliers..........................2 How do I use Quick Links?... 168 5..14 How do I rebid on an RFQ or auction? ......................... 166 5..............................................12 What is power bid?.....................2.............................2 How do I use Quick Links?............. 177 6............. 152 5................ 150 5..........1.1 What are the benefits of registering and participating in this system? .............. Additional Information................1...3 What is a WinZip (or zip) file? ............. 178 6.................1....1......2............................... 162 5.....................1......................................... 175 5.......... 150 5...................... 167 5...............1......4 How do I view the details of a negotiation before placing a response? ........... 164 5.7 How do I view the attachments associated with the negotiation to which I am responding? .......................................... 178 6...2 Monitoring Negotiations........19 How do I respond to a service-related line?.1....9 What is AutoRefresh? .......................... 154 5....................7 How do buyers and suppliers communicate while a negotiation is in progress? ....2............................. 173 5........1.................1.......... 179 6..................10 What is proxy bidding and how does it work?....12 How do I respond to a service-related line?............ 165 5.......................1.....1 How do I access negotiations? .......3 Searching..........

....................................................... 180 6...............................2 What is the Savings by Item report? ...... 197 7..............1 What are header attributes and how do I use them?............ 207 Value Sets for Variables.............8 Can suppliers communicate with each other while a negotiation is in process? ............................................................................1 Accessibility of Code Examples in Documentation .............................2 Accessibility of Links to External Web Sites in Documentation...1................4 How do I enter business terms and conditions for my RFxs and auctions? ......................................5 Whom should I contact about technical difficulties?...............................2............................................. 198 7................... 197 7......................................................................... 196 7............. 206 Table Variables ......................... 180 6................... 208 Page 8/209 ....1...... 199 7..........3 What are score settings and how do I use them with header attributes? .............................. 198 7............3..............4 What is the Awarded Quotes report? ..3 Documentation Accessibility ...... 206 7......................................................9..1.9....................................... 195 6..........................2 Glossary................................................................ 208 7.....1........ links......................................................................................... 203 7..............................9..1........................................2 Reusable Attribute Lists .............................................. 205 7................................................................................... 205 Standard Clauses .............................................6 What if I have problems uploading files? ......................... 204 7.......1....................3 About Deliverables................... 195 7............................................................................... 200 7............... 207 Variable Identification ................ 180 6....................7 What are reusable price elements and how do I create them? .....9................................... 198 7................................... buttons. 207 User-Defined Variables........1...........2 About Variables .......... 206 System-Defined Variables ...................................4 Product Integration and Licensing........ 202 7....Oracle Sourcing Help 6.....................................1 About Clauses ... 205 Non-Standard Clauses.......... 195 6.............. 207 Deliverable Variables.............................3............................. 203 7...................................1 What are the Sourcing Intelligence reports I can generate?............. 196 7..................... 195 6..................................................................................... 196 7...........................6 Why are some RFQs and auctions associated with a sourcing event? ..............................1 What are the Awards by Supplier report? ....................3...................................1 About the Contract Terms Library.......... 199 7.......1 How do I create an attribute list? ..... or task bar options? .............................................................................................................................................................. 180 6.......1.......................9 About Contract Templates ...........................................4 Why can't I access some pages......... 205 7....................5 How do I use the Graphical Monitor to view responses to items in my negotiation?.3 What is the Awarded Bids Detail report? .............................. Appendix ..................

see Getting Started for Suppliers. RFQ. To manage draft negotiations on which you and others may be working. and password. and Buyer's Auction. To monitor the negotiations in which you are participating.1. check the Negotiations at a Glance section. click the Preferences link at the top of the page. date format. click the appropriate create link from the Quick Links section of the Negotiations Home page. see Getting Started for the Sourcing Super User. You can monitor your negotiations in real time and communicate with participants using online discussions. click "Edit" under the Drafts Quick Links section. You can enter many different personal options such as your language.1 “What are the Sourcing Intelligence reports I can generate”) for many transaction types. Use the Search Negotiations fields at the top of the page to search for a particular negotiation To edit your personal information (See Section 3.1 What can I do with Oracle Sourcing? If you are a Sourcing Buyer. Getting Started for Buyers As a Sourcing Buyer you have access to a wide range functionality with Oracle Sourcing.1 New to Sourcing? 1.1 “Creating Negotiations”). If you are a Sourcing Supplier. If your system is integrated with Oracle Purchasing. You can create a request for information (RFIs). click the appropriate link(s) in the Quick Links section of the Negotiations Home page. you can also use requisition information contained in Oracle Purchasing to create draft RFQs and auctions which you can then complete and submit using Oracle Sourcing.1 “How do I update my Sourcing personal options”). see Getting Started for Buyers. Click the Intelligence tab on the Sourcing Home page. Page 9/209 . request for quotations (RFQs). If you are responsible for administering the Sourcing system. buyer's auction (See Section 2. To create an RFI.Oracle Sourcing Help 1. Getting Started 1. among others. To create templates and reusable lists to simplify negotiation creation. This system also provides graphical summary and detail reports (See Appendix 7.

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

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

1. Common Functionality All sourcing document types have the following common functionality to simplify the negotiation creation process: Reusable Attribute Lists (See Appendix 7.2. Prices are established based on actual supply and demand at the time the negotiation is transacted. Buyers use real-time interaction to obtain information on suppliers' products and services.1.1.requests for quotations (RFQs). and item-specific attributes.6 “How do I copy a sourcing document”) Multiple Currency support (See Section 2.3.1 What is Oracle Sourcing? Oracle Sourcing offers flexible negotiation capabilities to buyers and sellers. Buyers and sellers. Buyers can use the information obtained to subsequently conduct an RFQ or buyer's auction.Oracle Sourcing Help 1.2 “Glossary”) Terms and Conditions enforcement (See Section 5. “How do I create and edit negotiation templates?”) and Copy features (See Section 2.2 Getting Started with Oracle Sourcing 1. The four different types of sourcing documents available .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 Frequently Asked Questions: Oracle Sourcing 1. quantity.2.1. who might never meet face-to-face. Page 12/209 . and buyer's auctions.2. enabling them to efficiently obtain the best possible prices for goods and services.1.2.1. and then use that information to create negotiations that drive prices based not only on price.4.2. requests for information (RFIs).7 “Can I accept responses in multiple currencies”) Multiple Language support Notes and Attachments (See Chapter 6.1.1 “How do I create an attribute list?”) Reusable Invitation Lists (See Section 2. can bypass intermediaries and establish relationships that might not have been possible using more traditional methods of buying and selling. but on lead times.4 “How do I create and edit a reusable invitation list”) Sourcing Template (See Section 2.

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

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

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

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

Multiple If allowed by bidders may multiple bids.1.2) Information obtained during the RFI can be used to create a new negotiation document.15) scheduled close Minimum Bid date. item information.8) RFIs use item attributes to solicit item information from suppliers.3.1.8) Price Elements (See Manual Section 5.1.1.4.8) 5.11) Price Breaks (See Section Price Breaks (See Section 2.Oracle Sourcing Help Attribute Based Bidding (See Section 5.8) Section 5.1. have previously created.1.1.4.11) 2. Multiple Quotes The RFQ business process allows suppliers to submit a single quote per round.4. Manual Extend/Early Close (See Sections 2.10) Bidding (See Power Bidding (See Section 5.1.1.1.3. Bids buyer.7) 2.3 What time saving functions are available to me when creating negotiations? There are many ways you can streamline the creation of sourcing documents: Copying an existing document You can copy documents that you.15) Buyers can manually extend an RFI or close an RFI earlier than the scheduled close date.10) Price Elements Attribute Based Bidding (See Section (See Section 5. submit Other Proxy Bidding (See Attribute Based Section 5. Convert to negotiation document (See Section 2.1.1.4.11) Buyers can Manual Extend (See manually extend Section 2. or any other users in your organization. terms and conditions.2.7) 1.11) an RFQ or close an RFQ earlier Early Close (See Section than the 2. The details of the document such as the controls. Page 17/209 .8) Extend/Early Close (See AutoExtend (See Section Section 2.1.4. and invitation list are copied into a new document which you can edit if necessary. Decrement/Increment (See Section 2.4.1.11/2.

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

these lists are shared across all document types and can be accessed by the buyer as required. Suppliers reply to the item attribute.1.Oracle Sourcing Help 1. you can click "Manage Draft Negotiations" to access the Manage Draft Negotiations page. 1." Alternatively. optional.8 How do I stop others from editing a draft negotiation I am working on? Every time you edit a draft negotiation the system automatically locks the document.4 Who can utilize the spreadsheet functionality? Both buyers and suppliers can utilize the spreadsheet functionality to save time when creating or Quoting/Bidding on multi-line item negotiations. 1. Depending on the setting chosen during the negotiation creation. quantity. 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. you see the Confirmation page. You are granted exclusive control until you release it. From this page you can access and edit any of your draft negotiations. these attributes can be either required. When creating an RFI.1. Buyers can efficiently create and award RFQs and auctions while suppliers can also use this functionality to assist in bidding in auctions or submitting quotes for RFQs. that allow bidders/suppliers not only to respond to the price. From this page. Item attributes and their responses comprise the heart of the RFI process. These attributes represent important aspects of the item for which the buyers need information from their suppliers.5 Are reusable invitation lists and reusable attribute lists shared across all three negotiation types? Yes. you can click "Continue editing your draft.2. and delivery. 1.2.7 I just saved a negotiation as a draft document.1.2. 1. called item attributes.2. buyers define attributes for negotiation items. but also to other features salient to each item.2. in essence "answering" the buyer's question. ensuring that only one user can work on a draft at any time.1. or display only.6 What is attribute based negotiation and how can I use it? Attribute based negotiations enable buyers to define multiple item-specific characteristics. The document is released when Page 19/209 . How do I continue working on it? You can continue working on a document saved as a draft by After clicking Save Draft.1.

1. can unlock draft auctions/RFQ which were locked by other users.1.2.1.9 What is the minimum information I need to enter before I can save a draft negotiation? Enter the information required for Step 1 of the creation process. making it available for award. It is removed from the system. Negotiations with Round Completed are not available for awarding.1.1.Oracle Sourcing Help You save it. (The original creator can always unlock a draft. you are not required to enter any information. Each has its own benefits: Page 20/209 . You can save an negotiation as a draft as soon as you get to Step 2. If you wish to create a draft for a new round.) 1. 1. can I award business to quotes/bids from the previous round? Once you save a new round of Quoting/Bidding.10 If I have saved a draft of a new Quoting/Bidding round.) Another user removes the lock. you can delete the draft for the new round from the Manage Draft Negotiations page.12 I know I can create RFQs and auctions in both Oracle Purchasing and Oracle Sourcing.2.11 Why do some items in my negotiation have item numbers and others do not? Item numbers and item revisions appear if the negotiation item is AutoCreated from a requisition line having an item from the item master. You submit it (the draft becomes a valid negotiation in the system). The system automatically updates the status of the previous round to Closed. The information from the previous round is enough to save a draft.2. You delete it from the Manage Draft Negotiations page. (Users with the appropriate function security. However.2. the system automatically updates the status of the previous round to Round Completed. such as the Sourcing Super User. Negotiations lines entered directly in Oracle Sourcing can include item numbers and item revisions if the item information was retrieved from the Item Master. The draft creator selects the draft and clicks Unlock on the Manage Draft Negotiations page. 1. What are the differences? You can create RFQs and auctions in both Oracle Purchasing and Oracle Sourcing.

Scores represent the desirability of that attribute value or range of values compared to other values. The goal of scoring is to motivate a respondent to respond with quotes/bids most closely matching the desired attribute values. 1. Each weight assigned to an item attribute is a number between one and 100 that represents the importance of that attribute compared to other item attributes. the system calculates a weighted score for each attribute response and a Total Score for the item. the more important the attribute to the item. 1. breaks. 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. New buyers can then manage the requisitions as needed.1.13 What happens if I cancel a negotiation having backing requisitions in Oracle Purchasing? As soon as you cancel a negotiation with backing requisitions. Page 21/209 . or need-by date. 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. It then ranks the scores for the same item from different respondents based on a Price to Total Score ratio. Custom attributes having weights and scores are called weighted attributes and require a response. quantity.2.1.14 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. Scores are numbers between zero and 100 and are assigned to each possible attribute value or range of values.2. The old Sourcing negotiation number remains on the requisition line until a buyer creates a new negotiation using the requisition. As responses are received. the more desirable the attribute value or range of values. The higher the weight. the requisitions become available again to AutoCreate in Oracle Purchasing. The higher the score.Oracle Sourcing Help RFQs/auctions in Oracle Sourcing Real time bidding. Weights and scores can be assigned to the custom attributes.

the system will automatically convert the responses to the negotiation currency. A buyer can view bids plotted on a Price to Total Score graph to assist in analysis of quotes/bids. the system ranks the supplier only on the basis of price. item attributes can be scored and weighted.2.1. In other words.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. 1.1.17 Can I accept multiple currencies in my negotiation? Yes.Oracle Sourcing Help 1. Whenever you view the responses you have received. it offers the best value for the money. you can invite these users Page 22/209 . the buyer can still award the negotiation to any supplier regardless of the Price to Total Score ratio values. the negotiation currency defaults to the functional currency defined for your operating unit. In a Multi-Attribute Weighted Scoring negotiation.1. The winning response is decided based on the buyer's definitions of the relative importance of item attributes. they are allowed to respond in only one currency per response. however. When you create a new negotiation. 1.1. The lowest ratio among competing responses may not offer the lowest price. 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. 1. reflected in the Price to Total Score ratio. quantity.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.2. delivery dates and attributes of an item. but it offers the lowest price per point of score. Though suppliers in a multi-currency negotiation can submit responses in several currencies. To lower the ratio for an item included in a bid. 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. you can allow bids or quotes in currencies other than the negotiation currency. The lowest ratio receives the highest rank.2. In both price-only and Multi-Attribute Weighted Scoring negotiation. suppliers can quote/bid on price.2. The buyer can still award the item regardless of the ratio.16 What is the difference between Price-Only and Multi-Attribute Weighted Scoring RFQs/auctions? In a price-only negotiation.

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

Event Recipient Purpose To inform them that the negotiation is open for previewing or bidding To invite them to acknowledge intent." 2. and participate To inform them about the newly updated close time To inform about the extended close date/time newly Early close of an All invitees and suppliers RFQ or auction Extend close date/time of an All invitees and suppliers RFQ or auction Page 24/209 . Select the applications to which the user will have access.1. can directly register and approve users. On the Register an External User page. Invitations are automatically sent to each supplier. click "Register a Supplier User. enter the required information. 1. You receive a confirmation that the new user has been registered. 3.Oracle Sourcing Help To register a user yourself: Anyone with the Sourcing Super User authorization. 1. and participate in the negotiation Preview or open Buyers date/time Preview or open All invited suppliers date/time Preview or open All invited date/time contacts additional To invite them to register. Click Register.20 What is the purpose of notifications? Who receives them and when? Notifications are used to communicate specific events to users. acknowledge intent. 1.19 How can I invite suppliers to participate in my negotiation? You can invite suppliers to participate in your negotiation by selecting them from the Supplier Master or by applying predefined invitation lists. From the Portal page.1.2.2. Search for and select the supplier company name by using the flashlight icon (if the supplier company information does not exist within the system. a buyer with the appropriate authorization can add the company to your Supplier Master).

2. The negotiation duration is the length of time between either the preview date (if the buyer specified one) or the open 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.1. or all a certain Quote/Bid has been quote suppliers in the sealed disqualified RFQ. 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. 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. they receive a reminder email notification once the negotiation has opened for either previewing or responding.21 When does an invitee receive a reminder email notification? If companies do not acknowledge participation by a certain time. and the close date.

however.22 Do suppliers need to acknowledge their intent to participate before submitting responses? Suppliers are encouraged to acknowledge their participation intention after they receive the invitation email. you can download a spreadsheet which you can complete offline to specify your response information. they receive it at the original reminder time. If the negotiation is closed.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. if they are added after the original reminder time. Otherwise.1. Such acknowledgments are intended to enhance communication between buyers and suppliers and inform buyers of the potential participation. However.23 Can I respond to a negotiation created by someone in my company? No. then invitees do not receive a reminder. the reminder is not sent. Bulk loading is also useful if you respond in similar negotiations that occur repeatedly.1. 1. It is not mandatory to acknowledge your intent before submitting responses. canceled or deleted before the reminder time.2. then invitees do not receive any reminder. 1.2. Page 26/209 .2. Once you have completed this spreadsheet. 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. You cannot respond to any negotiation that your company owns. they do not receive reminders. 1. If the buyer starts another round of negotiation before the reminder time.1. If additional companies are added before the original reminder time. you can respond to negotiations created by your company's affiliates.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. these new invitees receive reminders at the original time. you can upload it to enter your responses into the system to.

select Award Summary from the Action menu and click Go. In Oracle Sourcing. You can search for the purchase orders in Oracle Purchasing by entering the negotiation data. 1. On the Negotiations Summary page.26 How many characters can be entered into the Item Description and the Note fields? For an Item Description field. click the response number link to view the information on that response including the corresponding purchase order created for that response. which includes the purchase order numbers along with other information. 1.1. You can check your Notifications for the Purchase Order Creation Notification. This displays all purchase orders for a particular negotiation. On the Award Summary page. For a Note field. access the negotiation whose associated purchase orders you wish to see by entering the negotiation number into the Search Negotiations fields. As the system administrator.2. you can enter a maximum of 240 characters. Click the Administration tab.2. and then click "Negotiations Configuration. Page 27/209 .1. you can require a particular indicator be used for all negotiations." Select the indicator and specify whether users can override your selection.Oracle Sourcing Help 1. you can enter a maximum of 2000 characters.2.1. Any user assigned the appropriate job function can add suppliers to an RFQ or auction any time before the close date and time. You can also search Oracle Purchasing by entering the original requisition information.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.1.27 Can the system administrator require buyers to use a certain rank indicator? Yes. the negotiation number. for example. 1.25 Can I invite additional suppliers to an RFQ or auction I've already created? Yes.2.

RFQ modification or awarding (See Section 2.4 “How do I create and edit a reusable invitation list”).5 “How do I use price elements”).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. Steps in the RFQ process include: 1. Once suppliers have submitted an initial round of quotes. 3.4. Page 28/209 . RFQs supports both blind and sealed RFQs. Price elements (See Section 2.2 “How do I monitor the negotiations I have created”).3 “How do I respond to a negotiation”). RFQs typically consist of multiple rounds with competition focused on whether supplier(s) can meet the specific requirements.1. Reusable invitation lists (See Section 2.2. Once the RFQ is completed.1. Reusable attribute lists (See Appendix 7. RFQ Capabilities RFQ templates (See Section 2.2. Buyers analyze the quotes and either award the RFQs or modify the RFQs and open them for another round of quoting.3 “How do I create and edit negotiation templates”).Suppliers view the RFQ details and submit their quotes online.1.1 “How do I create an attribute list”). suppliers are immediately notified of the results via online notifications. RFQs enable buyers to collect quotes from suppliers for complex and hard-to-define items or services. RFQ creation (See Section 2. 4. RFQ is typically used for complex items or services such as made-to-order manufacturing items or construction projects.3.2.Buyers can monitor real-time quote activity and take appropriate action.1. Quote preparation and submission (See Section 5.2 Getting Started with RFQs RFQs support the full business process to solicit quotes from suppliers. RFQ monitoring (See Section 2. buyers can review quotes and award the RFQ or submit a modified RFQ for another round of quoting.2.4 “How do I award business in an RFQ or auction”). The RFQ process usually lasts days or weeks through multiple rounds of negotiations.5. Buyers initiate RFQs that may include multiple line items by publishing the RFQ and inviting suppliers.1 “How do I create a new negotiation”).Oracle Sourcing Help 1. 2.1. Suppliers cannot view competing quotes while the negotiation is in progress.

1.1.3. Online or offline awarding capability (spreadsheet awarding).Oracle Sourcing Help Price breaks (See Section 2.4.11 “How do I extend a negotiation that is in progress”) and early close features (See Section 2.15 “How do I close a negotiation before its scheduled close date and time”). Manual extend (See Section 2.5 “How do I use the Graphic Monitor to compare competing quotes or bids for a particular negotiation line”). Capture Total Cost (See Appendix 7. Multi-round quoting (See Section 2.16 “How do I cancel a negotiation”)and Disqualifying quotes (2.2 “Glossary”).7 “What are reusable price elements and how do I create them”). Sourcing Events (See Appendix 7.5.14 “How do I initiate a new round of responding”). (See Section 2. Canceling RFQs (See Section 2. Multiple RFQ styles: blind or sealed (See Section 6.1.1.14 “How does Oracle Sourcing use information in Oracle Purchasing when AutoCreating draft sourcing documents”).6 “Why are some RFQs and auctions associated with a sourcing event”).4. Integration with Oracle Purchasing (See Section 2.4. Quote comparison (See Section 2. RFQ.4.2 “How do I monitor the negotiations I have created”). (5.1.16 “Why would a negotiation have special terms and conditions”) Quoting online (See Section 5. and how do I use them”).2 “Glossary”).4 “How do I award business in an RFQ or auction”).4.6 “How do I submit a response online”) and offline (spreadsheet quoting).7 “What are price breaks. Monitoring quote activity in real-time (See Section 2. Real-time status updates Notes and attachments (See Section 6. Page 29/209 .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”). or auction”).9 “How do I disqualify responses I receive for an RFI. Terms and Conditions enforcement (See Section 5.4.13 “How do I download a spreadsheet and respond offline”).5.1. Graphic RFQ monitor (See Appendix 7.

2. It is the RFQ buyer's reference and review currency. Suppliers can choose the Quote currency in which they will place their quotes. 1.3.3. 1. you can submit multiple quotes within the same round. but you must enter the weights and scores for an item's scored attributes online.Oracle Sourcing Help 1. 1.2 Can I submit multiple quotes per round? If allowed by the quote controls.2.2. Page 30/209 . 1. The Unseal Date is the date when the buyer unseals the unlocked RFQ allowing the suppliers to view the quotes as well. You can prepare your list of RFQ items offline and upload the completed spreadsheet.2. you can upload items using a spreadsheet.3. ensuring the integrity of the submitted RFQ items. The system validates the data. In a Multi-Attribute Weighted Scoring RFQ.2.3 Can I cancel or retract my quote? No. Quotes are converted to the RFQ currency for quote review. An RFQ buyer can setup an RFQ to accept quotes in multiple currencies by selecting the RFQ currency and then identifying any Quote currencies in which quotes will be accepted.1 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. Quote Currencies Additional currencies in which quotes will be accepted. but quote disqualification is at the discretion of the buyer.2.3 Frequently Asked Questions: RFQs 1. This allows you to create your multi-line RFQ quickly.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. You can contact the buyer who created the RFQ and ask to have your quote disqualified.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.3.

9 Is an RFQ always blind or sealed and why? An RFQ is always either blind or sealed. See How do I invite suppliers to my RFQ or auction? for details on identifying contacts. In an RFQ whose outcome is a blanket purchase agreement. 1. 1. completing multiple item attributes. and why would I enter one? In an RFQ whose outcome is a standard purchase order. When creating additional rounds for an RFQ. the Promise Date is required only if the RFQ uses multi-attribute weighted scoring and Promise Date is one of the scored attributes. Downloading the RFQ contents allows suppliers to quickly respond.3. You can invite suppliers by selecting them from the supplier master list. you can enter a Promise Date to differentiate your response from other competing responses. the most efficient way for a supplier to quote is to use a spreadsheet to download the contents of the RFQ and prepare the quotes offline.2. This is one of the feature of RFQs and mirrors the general off-line behavior of this negotiation model.3.2.2. An automatic invitation will be sent to each invited supplier. 1.11 Can I invite additional suppliers to subsequent rounds of an RFQ? Yes. you can invite additional suppliers by using the same process employed during the initial RFQ creation.6 What is the most efficient way to quote on many line items in an RFQ? If an RFQ consists of many line items. When Promise Date is an optional response.10 How can I invite a group of people from a supplier? Ask the supplier (or a supplier contact) to create a group email list that includes all the individuals who should receive the negotiation notifications. 1. 1.3.2. Once the supplier has provided you the email address.Oracle Sourcing Help 1.2. In all other cases. During the upload.3.8 What is the Promise Date.2.3.3. spreadsheet items are validated to ensure the integrity of the submitted quote. Promise Date is an required field. you can enter the address in the Additional Contact Email field during negotiation creation. Suppliers complete the quoting process by uploading the spread sheet back to the system. the Promise Date is optional. Page 31/209 .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.

3.2.12 In a sealed RFQ. none of the details are available for viewing by any suppliers.2. you can use the Graphical Monitor to view quotes.3. Select Start New Round from the Action Menu.2. you cannot see either the name of the respondent or the details of the bid until you unlock the RFQ. 3. you can see how many quotes are being placed.14 Can I close my RFQ earlier than the original close time? If you select the Early Close option when specifying quote controls. 1. 1. 2. On the Start New Round page.3. can I see who is bidding? In a sealed RFQ. Once the buyer has unlocked and unsealed the quotes. select Close Early from the Action menu to close the RFQ. 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 .13 Why can't I see the graphical monitor in a sealed RFQ? While an RFQ is sealed. On the Negotiations Summary page.2. you can start another round of quoting.3.Oracle Sourcing Help 1.15 How do I start another round of quoting in an RFQ? Once an RFQ has been closed. however. 1. Use the negotiation number in the Search Negotiations fields on the Negotiations Home page to access the negotiation. you can manually close your RFQ earlier than the original close date/time. 1.

quantity and item-specific attributes. Auctions allow real-time interaction to drive dynamic prices based on information that extends beyond price to include lead times.1 “How do I create a new negotiation”).Oracle Sourcing Help 1. such as office furniture or memory chips.4 Getting Started with Auctions Getting Started with Auctions Auctions offer complete. Creating the auction (See Section 2.3 “How do I respond to a negotiation”).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. Prices are established based on actual supply and demand at the time the auction is transacted.2.1.1.1. the bidding process moves quickly which results in increased competition.The buyer defines the auction and includes all the auction item information. although the close time can be extended manually or automatically based on last minute bids. Bidders participate in the auction by viewing the Page 33/209 . 2. flexible auction capabilities to buyers so they can efficiently obtain the best possible price for goods and services. Steps in the auction process include: 1.3. Auctions are typically focused on creating competition between bidders. Auctions last for a set period of time. Auctions enable buyers to solicit bids for goods and services that are clearly defined. typically a matter of a few days. Negotiations allows buyers to establish either public or private auctions to meet the specific needs of buyers. Responding to the auction (See Section 5. the business terms and conditions and intended bidders. Because most auctions are open for short periods of time.2.

10 “What is proxy bidding and how does it work”).Oracle Sourcing Help auction items and submitting bids online. Multiple Auction styles: open.1. blind or sealed (See Section 6. bid attribute value(s).2.11 “How do I extend a negotiation that is in progress”) and early close features (See Section 2.4 “How do I award business in an RFQ or auction”). bidders are immediately notified of the auction results via online notifications. Price elements (See Section 2.15 “How do I close a negotiation before its scheduled close date and time”).1.5.1.3.2. Manual extend (See Section 2. Reusable invitation lists (See Section 2. Power bidding (See Section 5. Price breaks (See Section 2.1. bidders can view competitive bids during the auction.1.12 “What is power bid”).2 “Glossary”). If permitted by the auction rules. Monitoring the bid responses (See Section 2. Auction features include: Auction templates (See Section 2.4. bid quantity. Autoextend feature (See Section 2. The buyer analyzes the bids and awards the auction based on the price. and how do I use them”).1.2.4. 4. 3.1. Page 34/209 .4 “How do I create and edit a reusable invitation list”).The buyer and all other participants can monitor the real-time activity during the auction and take action as necessary.3.6 “Why are some RFQs and auctions associated with a sourcing event”).1.7 “What are reusable price elements and how do I create them”).5 “How do I use price elements”).11 “What are response controls”). Attribute based bidding (See Section 5.2 “How do I monitor the negotiations I have created”).8 “How do I use item attributes and price elements when responding to a negotiation”). Sourcing Events (See Appendix 7.11 “What are response controls”).7 “What are price breaks. Proxy bidding (See Section 5.1. Reusable attribute lists (See Appendix 7.1. Once the auction is completed. Minimum Bid Decrement/Increment (See Section 2. Capture Total Cost (See Appendix 7.4.1 “How do I create an attribute list”).3 “How do I create and edit negotiation templates”).1. Evaluating and awarding bids (See Section 2.

5 “How do I use the Graphical Monitor to view responses to items in my negotiation”) Notes and attachments (See Section 6.2 “How do I monitor the negotiations I have created”).5. Page 35/209 .4. Online or offline awarding capability (spreadsheet awarding). or auction”).1.Oracle Sourcing Help Canceling auctions (See Section 2. (5.1. Purchase order generation Real-time status updates Bidding online (See Section 5. Graphic Auction Monitor (See Appendix 7.4 “How do I award business in an RFQ or auction”).5 “How do I use the Graphic Monitor to compare competing quotes or bids for a particular negotiation line”).16 “How do I cancel a negotiation”) and Disqualifying bid (2. Bid comparison (See Section 2.5. (See Section 2. RFQ.4.9 “How do I disqualify responses I receive for an RFI.4 “How does Oracle Sourcing use information in Oracle Purchasing when AutoCreating draft sourcing documents”).4. Integration with Oracle Purchasing (See Section 2.13 “How do I download a spreadsheet and respond offline”).1.2 “Glossary”).1. Monitoring bid activity (See Section 2.6 “How do I submit a response online”) and offline (spreadsheet bidding).

5. Note: Two people from the same cannot quote in the same RFQ.2.2.Oracle Sourcing Help 1. 1.2. someone else at your company can award an auction created by you. The start price is the maximum price in a RFQ or auction at which bidding (or quoting) for one unit of the the item will start. They have the appropriate function security (See Section 6. but only the buyer can see the identity of the bidder. The buyer can also choose to display the target price to the bidders for reference. You can elect to display the target price to participants. The bid controls for this auction allow multiple bids per round . links. 1. Everyone can see the bid content once the auction is unsealed. The auction to which they are responding is not owned by their company 2.6 Can two people from the same company bid on the same auction? Yes. The buyer can see the bids once the auction is unlocked.2 What is the difference between Quote/Bid start price and target price? When creating a new RFQ or auction.4 “Why can't I access some pages. you can optionally set a bid start price (quote start price for an RFQ) and target price for every item in the RFQ or auction. The target price is the price you hope to pay for one unit of an item. 1. and 3.4 What is the target price used for? The target price is mainly used for internal performance analysis for the buyer.2.5. All registered users in a company can bid on the same auction. 1. Page 36/209 .5 Frequently Asked Questions: Auctions 1.1 What are the different auction styles? The buyer can choose from three types of auctions: Open: everyone can see the bid content.2. buttons. or task bar options”).5.5 Can someone in my company award an auction that I create? If granted the appropriate authorization.5.5. provided that: 1. Blind: Only the buyer can see the bid content Sealed: Neither the buyer nor the suppliers can see the bid content until the auction closes.1.5.2. Buyers are not required to designate a target price for every item.2. 1.3 Why isn't there a target price for every item? Target price is an optional value.

can they view each other's bid details? Depending on the auction style. 1. why would I invite suppliers to participate? For a public 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. that supplier receives an e-mail notification about your RFQ/auction. Page 37/209 .Oracle Sourcing Help 1. you might want to send invitations to increase specific suppliers' awareness of your RFQ/auction and encourage participation. you can initiate a new round of responding if you set the controls to allow multiple rounds of responses (RFQs always permit multiple rounds of quoting). you are not required to send invitations to any suppliers.2. none of the previous responses submitted are available for awarding.5.7 When two respondents from the same company place bids.5. and your RFQ/auction appears in that supplier's "Open Invitations" list of invitations.1.2.13 “How do I invite suppliers to participate in my negotiation”) to participate. or auction has closed.9 How do I initiate a new round of quoting or bidding? After your RFI.5. RFQ.2. When you invite a supplier (See Section 2.1. However.8 If my RFQ/auction is open to all suppliers. After you initiate a new round of responding.

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

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

Review your updated negotiation information. Click Controls to modify negotiation control information. Award Date (RFQs and auctions only) You can choose to enter a new award date/time if this differs from the timing in the previous round of negotiation. you can enter the date and time (prior to the open date and time) the negotiation is available for previewing by all eligible participants. they are automatically added to the invitation list for the new round. RFQ. or auction closes. click Publish. If there are no approvers defined for this document. Preview Date For RFIs. You can also add new suppliers. If there are approvers defined for this document. any uninvited suppliers who responded in the previous round are also automatically added to the invitation list for the new round.5. click Submit for Approval.10 Why is the "Can bidders see other bidders notes and attachments?" bid control not available for blind auctions? Blind auctions by definition do not allow bidders to view other suppliers' bids. Click Review. 1. o Possible Date Modifications *Open Date Date and time you want the new round of responding to begin. 7. Click Suppliers to modify your invitation list. You can also choose to open the negotiation immediately. o Response Controls Modify other Response Controls as necessary. RFQs or auctions opening in the future. *Close Date The new date and time the RFI. o Possible Invitation List Changes If you invited suppliers in the previous round. Note that you have to specify a new closing date. Additionally. 6. Page 40/209 . You can also choose to open the negotiation for preview immediately.Oracle Sourcing Help 5. You can remove any supplier from the invitation list for the new round.2.

1.2. 1.2. the bidder can only view the resulting Price to Total Score for a bid.16 What is a Single Best Bid? A Single Best Bid is a response to an auction that allows only one bid per company. When the bid control "No .Oracle Sourcing Help 1. best bid" is selected for a multi-round auction. Bidders cannot respond to display only attributes so there is no value for comparison.5. no other user at the same company can bid. 1. AutoExtend extends the duration automatically if new bids are received in the closing minutes of the auction. 1.14 How can I extend an auction beyond the close date/time? You have two ways of closing an auction before its originally specified time by selecting either the Manual Extend and/or AutoExtend bid controls when creating the auction. You can also specify if the autoextend is for the entire auction or particular line items.2.A bidder must submit a single.5. Bid disqualification. a company can place one bid in each round when being invited to that round Page 41/209 . is up to the discretion of the buyer. 1.5.13 Why are display-only attributes not visible in the Bid Compare page? Display only attributes are used to convey information to bidders.5.5. For example. however.2. You can also define the total number of auto extensions and the extension period.2.15 How do two bids with the same score get ranked if the prices are the same? The earliest bid gets a higher rank. Bidder B receives the higher rank because the proxy bid was created by the system after Bidder B's bid. When the buyer hides scores/weights. the bidder can contact the buyer and ask to have the bid disqualified. You can specify whether the auction is extended from the original close time or from the time when the winning bid has been received.11 Can a bidder retract a bid? If a bidder has submitted. that is.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. if Bidder B bids triggering a proxy bid for Bidder A and the resulting bid results in the same Price to Total Score ration. Manual Extend allows you to manually extend your auction close date/time before the auction closes. once one user at a company responds.5.2. The response is at the company level.

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

Supplier A's proxy is not triggered. Therefore. And since Supplier A's proxy minimum (75.5. For example. a proxy bid decrement of USD10.2.5.00. Since Supplier B's bid price is less than Supplier A's bid price. Supplier identities are never revealed to other bidders.19 Can a bidder see the names of the other bidders? Bidders cannot see other bidders' identities. This bid (94/100) is better than Supplier A's bid (95/90).00 with a score of 90 for the item. 1.00. Supplier A's proxy will only be triggered again if there is a bid with a price lower then USD 84. You may need to cancel the proxy bidding process to redefine attribute information to improve your price to total score ration. Supplier B's bid is the winning bid even though the bid price is higher.Oracle Sourcing Help 1. since proxy bids are generated based only on the price of the competing bid. but since Supplier B's bid price is still higher than Supplier A's bid price. Supplier B then bids USD 94. he cannot modify any attribute responses to try to improve his score. This bid (84/90) is now the winning bid. not just the bid price. a bid can be beaten based on the Price to Total Score ratio without triggering a new proxy bid.00 with a score of 100 for the same item. To avoid these situations. Now Supplier B's bid (92/100) is better than Supplier A's bid (84/90). Supplier A places a bid of USD 95. Page 43/209 .00) has not yet been reached. However. Supplier A's proxy is triggered to place a new bid of USD 84.2.00 and a proxy minimum of USD 75.00.18 How does Proxy Bidding work in Multi-Attribute Weighted Scoring auctions? You can define Proxy Bid parameters with Multi-Attribute Weighted Scoring auctions similar to price-only auctions.00. you may need to closely monitor Multi-Attribute Weighted Scoring auctions which also use proxy bidding. Supplier B then places another bid of USD 92.

1. This allows you to return to the creation process at a later time or have multiple people working on the same negotiation.6 “What information must I provide to create my negotiation header”).1. o If you have previously created an RFI. Define Your Response Controls (See Section 2. 2.1 How do I create a new negotiation? Use the instructions on this page to create Sourcing negotiations (RFIs.Oracle Sourcing Help 2. You can also create new negotiations quickly by applying a negotiation template. the information contained in the RFI can be copied into an RFQ or buyer's auction. There are four main steps to creating a new negotiation: o o o o Create Your Negotiation Header (See section 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.13 “How do I invite suppliers to participate in my negotiation”).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.11 “What are response controls”) Enter Your Terms and Conditions (If Oracle Procurement Contracts is bought and licensed) (See Section 2. RFQ. and how do I use them in my negotiation”) Invite Your Suppliers (See Section 2. Enter Negotiation Lines (See Section 2. RFIs can be taken to multiple rounds until the buyer has enough information to identify supplier(s) with which to deal. Page 44/209 . You can create a negotiation and save it as a draft before submitting it. Therefore.1.1. RFQs. RFQs.1.7 “What are contract terms and conditions.1 Creating RFIs. and Buyer's Auctions 2.1.9 “How do I add lines to a negotiation”). you can save time by copying an existing RFI/RFQ/Auction. Help for Sourcing Buyers 2.1.1.1. and buyer's auctions).4.1. RFIs are used more for gathering information on goods and service provided by a supplier than to lock in particular price information.1 Creating Negotiations 2.1.1.1. At the conclusion of the RFI cycle. or auction.1.

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

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

Once you have identified the requisitions in which you are interested. The links are organized by task and negotiation type so you can find the link for the task you wish to perform.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. You can use this number to access the document in Oracle Sourcing and to Page 47/209 . The backing requisition information is carried over from Oracle Purchasing and used throughout the creation process. The table below shows some of the operations available Sourcing Buyers and Sourcing Suppliers by using Quick Links.1. you can use requisition information in Oracle Purchasing to create a draft sourcing document that you can then access and edit.Oracle Sourcing Help 2. you can search for requisitions according to different attributes such as item or category and include them in a single document.1. When using AutoCreate. Simply clicking the link takes you to the page where you initiate the operation. The AutoCreated document is assigned a document number. one-step access to your most commonly performed Oracle Sourcing tasks. 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 2.3 How do I use Quick Links? The Quick Links section of the Negotiations Home page provides easy. AutoCreate uses the requisition information to create a Buyer's Auction or Sourcing RFQ. 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.1.1.

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

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

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

To create your negotiation header: Complete the following fields (*indicates a required field): *Title The name by which this RFI. the page refreshes and you will lose the information you entered. for example in the Payment Terms field. If this negotiation document was originally created in Oracle Purchasing. You must specify a title for your negotiation and once defined. you can use the "Manage" link under the Drafts area of Quick Links on the Negotiations Home page to access the draft negotiation. such as a division or department. this value cannot be changed. Otherwise. you can be transferred directly from AutoCreate to Step 1 in the negotiation creation process in Oracle Sourcing. Style Event Security Level You can select a security level to restrict access to the sourcing document. the backing requisition information is carried forward and this field cannot be updated. your first step is to create your negotiation header. Once you proceed to the next step. Buyer The creator of the negotiation. and you change the Organization. Organization The operating unit. This header contains negotiation level information related to the entire negotiation.1.6 What information must I provide to create my negotiation header? When you create a new negotiation. The backing requisition information is viewable during the creation/editing process. Note that if you have entered information on this page. Once you have accessed the draft negotiation. 2. Page 51/209 . continue editing it using the instructions in How do I create a new negotiation? beginning with Step 2: Enter Item Terms. or auction will be known.1. to which this negotiation applies. RFQ.Oracle Sourcing Help Accessing the draft document If your Oracle Purchasing application is set up to allow it. Note the following about negotiations created by AutoCreate: Any backing requisition information is not updateable in Oracle Sourcing. the title cannot be changed. The organization you select here determines the values for many later attributes (such as the negotiation currency and shipping addresses).

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

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

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

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

When you have finished defining currency information. 6. If the precision for the response currency is greater than the precision for the negotiation currency. Page 56/209 . the system will round when converting responses into the negotiation currency. If you are finished defining alternate currencies. continue creating your negotiation. click Apply.Oracle Sourcing Help 2. On the Header: Manage Response Currencies page. Select the response currency you will accept.09 meaning . You assign currencies to specific suppliers when you invite the suppliers to your negotiation.8 How do I restrict a supplier to a particular currency? If you allow multiple response currencies for your negotiation. 3. The system's response currency codes are available from the drop down menu. 4. For example. 2. To restrict a supplier to a particular currency: 1.1. you can choose to restrict specific suppliers to particular response currencies. select a response currency for each supplier. You can use predefined exchange rates (Corporate Exchange Rate) or specify your own exchange rates (User Specified Rate). To use predefined exchange rates: 1. Otherwise click Add Another Row and continue defining currencies and exchange rates. The description field explains the code. Select the User Specified Rate type. Select the checkbox to display the exchange rates if you want to allow respondents to see your response currency exchange rates.1. 2. 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 . Enter the date for which you wish to use this set of exchange rates. To define your own exchange rates 1. After you have selected your suppliers in Step 5.09 kroner to one dollar. Select the response currency. Select the appropriate type for your negotiation. The system may contain several different exchange rate types. 3. The page redisplays. 5. select the exchange rate type. 2. Specify the price precision for the currency.

Line ranking is not performed in RFIs. click "Lines. to a multi-currency negotiation. if a user submits a rebid. 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. Click Go. No other suppliers may respond in that currency unless you also associate that response currency with them. how the ranking will be displayed." To add lines online: 1. and how the line will be added and click Go. From the navigation bar in the top left corner. accept the default value of Online from the Add Line drop down menu. Multiple users in a supplier's organization can submit several initial bids. you must identify the goods or services you want to purchase or for which you want quotes. Select a price precision for the response currency. On the Create: Lines page. or edit a draft negotiation. 2. that response currency is available to that supplier alone. 3. Any. On the Lines: Create Line page. If you wish to score and weight your lines. If the response currency you select for a supplier is not on your currency list. However. The spreadsheet is useful if you are adding a large number of lines. select Multi-Attribute Scoring as the Ranking type. provide the following information. *Indicates a required field : Page 57/209 . the supplier can only submit a response in either that currency or the negotiation currency.1.9 How do I add lines to a negotiation? When you create a new negotiation. the follow-up bid must be in the same currency as the initial response.1. each in a different currency. You can enter lines online or bulk load lines from a spreadsheet. 4. 3. If you selected User Specified Rate in "Step 2: Defining Business Terms and Conditions. 2." enter an exchange rate for the response currency you selected in the previous step. To add a line using the online system. The new price precision applies only to the suppliers to whom you assign it. Your other option is to load the line information using spreadsheet upload.Oracle Sourcing Help o If you accept the default. Continue creating your negotiation. If you select a specific response currency for a supplier. o o o 2. select how the line will be ranked.

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

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

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

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

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

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

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

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

the negotiation cannot be closed until the close date and time specified above.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. but will be applied to the supplier's current bid price. For example: Auction #1234. Use numbers. Allow manual extend when the negotiation is open You can choose to allow a negotiation to be extended. bid decrement = $100 Bidder A's original bid = $1. and a new winning bid is received in the final Page 66/209 ." Note: A bid decrement amount will always be applied to a supplier's current bid price. with AutoExtend set to start at the current scheduled auction close time. That is. Otherwise.Oracle Sourcing Help If you have allowed suppliers to submit multiple bids. If you specify your bid decrement amount as a percentage. for example. "10. you enter a new close date and time. you can specify that they must submit rebids that are better than their current bid price by a specific minimum amount. You can enter either a straight amount or a percentage by which bids must improve. bid decrement = 20% Bidder B's original bid = $1. When a negotiation is extended. the decrement percentage will be calculated based on a supplier's original bid price.000 Bidder B's second bid = $800 Bidder B's third bid = $600 Bidder B would not be allowed to submit a fourth bid of $480 (this is less than the minimum bid decrement of 20%) Allow manual close before the Close Date You can choose to allow the negotiation to be closed before the close date. For example. if you enable an AutoExtend of 30 minutes. 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. rebids must decrease by a minimum amount.

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

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

However. To invite specific suppliers see Inviting Suppliers below. From the search results. Page 69/209 . Even though the auction is already open to them. or if you frequently invite a certain group of bidders. Search for and select the Invitation List you want to apply.1. select the suppliers you wish to invite and click Invite. you can choose to open your RFQ to all suppliers. You can select the bidders you wish to notify from a list of suppliers. and you must invite at least one supplier. you do not have to explicitly invite any suppliers. and any response controls. You return to the previous page. you can choose to also send certain bidders notifications of a particular auction to encourage their participation. Different sites for the same supplier can each submit a response.Oracle Sourcing Help 2. business terms and conditions. Select how you wish to search for suppliers: o o Click the Add Supplier to search for and add suppliers to your invitation list. Click Add Invitation List to apply a predefined list of suppliers. 2. you can apply a predefined invitation list that identifies these bidders. select the specific site you wish to invite to the negotiation. 3. you can create a participants list on the Create Negotiation: Suppliers page: 1.1. You can use the same list for all negotiations. If you do. auctions are open to all bidders by default. line(s). If there are multiple supplier sites (Supplier Site is another term for Address Name). Bidders will see your auction when they search using the Active Auctions page. You can restrict your auction to bidders you specifically invite by selecting the appropriate control on the negotiation Controls page.13 How do I invite suppliers to participate in my negotiation? Participation in RFQs Participation in RFQs is by invitation only by default. Inviting suppliers After entering your negotiations description. Participation in Auctions Unless you specified differently on the negotiation Controls page. To invite specific suppliers see Inviting Suppliers below.

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

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

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

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

5 What happens to the item category when I create a negotiation by applying a template and using spreadsheet upload? A buyer can apply a predefined template to the RFQ or auction in creation Step 1 and then use the item creation by spreadsheet capability to upload details on multiple items in Step 3. Click "Add Suppliers. 4.Oracle Sourcing Help Sourcing Super Users or users with the Manage Invitation Lists job function can create. you can add an entry for each site for that supplier if you choose. 7. click Apply. Click "Invitation" under the Reusable Lists area of Quick Lists on the Negotiations Home page. 5. When you are finished. you can edit public lists. find your list. If you wish to add more suppliers to your list. The value specified in the spreadsheet. Select the supplier(s) and click Add to Invitation List. status. 2. Page 74/209 . or 2. click "Add Suppliers" again and follow the perceiving instructions. If the template and spreadsheet have conflicting category values. then click Edit. and manage public invitation lists. You can also add or delete suppliers. If you are have the Manage Invitation Lists job function.2. If the supplier you selected has multiple sites defined in the system.1. 8. 2. Search for the list you wish to update.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. The value defined for the RFQ/Auction template. and access as appropriate." then search for suppliers to add to your invitation list. When you have finished adding suppliers. update your list description. 2. 6.1. you can choose a specific supplier site to associate with this list (Supplier Site is another term for Address Name).2. To edit an invitation list you have created: 1. the system uses the following hierarchy to determine which category value to use: 1. any attributes/price elements defined for the template are added to any attributes/price elements you define via the spreadsheet. 5. On the search results page. On the Edit Invitation List page. including change the access and status. 4. For a supplier with multiple sites. click Submit. 3. edit.

When the buyer adds the line (vehicle) to the auction. the attribute/price element specified on the spreadsheet 2. you may choose to add one or more line attributes to that line. and why would I add them to my negotiation lines? When you add a line to a new negotiation (RFI." "style. Attribute Scoring. Adding these as required item attributes that are displayed to bidders can customize your negotiation items to your specific industry. 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." and "SKU number. auction). the precedence is: 1. and item B with two attributes/price elements. For example. RFQ. if the buyer marks this attribute as required. 2. Line attributes can call attention to industry-specific characteristics.3. then bidders must enter the mileage of any bid. Price Elements.1. item A with four attributes/price elements. Line attributes make your negotiation line more descriptive and can also be used to ensure that all responses submitted for the line include specific details not included elsewhere in the line information. and Price Breaks 2.3 Item Attributes. and your spreadsheet upload includes two items.1. While the buyer could enter this information in the auction line description. The attribute(s) are added to that line only. If there are duplicate attribute/price elements between the template and the spreadsheet. retail industry negotiation items can include such attributes as "color. For example.000 miles on the odometer. using an attribute to define this specification calls attention to the specification. For more information about how to add line attributes to your negotiation items. see "How do I add attributes to my negotiation lines?" 2. the buyer can add an attribute called "mileage" to specify that the bid item must have fewer than 12. a buyer can create an auction to buy a fleet of 12 vehicles for a delivery service.2 How do I add line attributes to my negotiation? You can add multiple line attributes to any line in your negotiation.1 What are line attributes. and 2) the details that a participant should provide when responding to that negotiation line. In addition. Page 75/209 . and do not apply to all lines in the negotiation." Metal industry negotiation items can include "grade of metal" as an attribute. if there are three attributes/price elements for your template.3.1. the attribute/price element specified by the template.Oracle Sourcing Help For example. Line attributes define 1) unique specifications that you set for a negotiation line.

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

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

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

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

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

6 What are Reusable Price Element Lists. Or you might create a list that identifies additional services such as consulting or training that will be required by a particular negotiation item. Price elements allow you to: Identify suppliers with the lowest total cost per line not just the lowest item price.1. Click the Price Element link under Reusable Lists on the Quick Links section of the Negotiations Home page. These costs can then be negotiated between a buyer and supplier just like the item price. which is required to compute a total unit price. Note: If the negotiation outcome is a blanket purchase agreement. Take into account any additional costs or charges when considering outsourcing a project. 2.5 How do I use price elements? Price elements allow a buyer to identify additional costs associated with a particular negotiation line. click Equalize Weights. Support supply chain operations more efficiently by recognizing and analyzing how one organization's performance and costs affect another organization. or discrete costs such as shipping fees. Buyers can specify when they create the negotiation how much they anticipate paying for these additional costs. you might create a price element list identifying normally expected transportation costs. freight charges or import duty fees.3. you can apply that price element list to any negotiations (RFQs or auctions) containing items to which those price elements are applicable. Such costs could include services such as training or consulting. Page 84/209 . If there are an odd number of attributes. Identify hidden activities or "cost drivers" to facilitate improved analysis and decision-making. Once you have created a price element list. 2. This is because in the absence of a line response quantity. For example. the supplier's response prices to the price elements will not be rolled up into the line total price. 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. To create a new price element list: 1. You can create new price element lists or edit existing lists. You must be assigned the Create Reusable Price Element Lists job function to create these lists.3.Oracle Sourcing Help o To set the weights for all attributes equally. for example.1. the supplier's response values for fixed-amount type price elements cannot be converted to a unit price. the system will assign weights as equally as possible.

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

you receive an error message. click Apply. or by a certain deadline. you receive the responses shown in the table below. you can either click the price element list name link. or select the price element list and click Edit. 6.) 3. You can then enter different assumptions into the system and have it calculate which response is the best. change the price element list status. add or delete price elements from the list. and how do I use them? Price breaks allow you to negotiate line prices with your supplier based on characteristics of your order. The first offers a price of 19$ per unit if buying more than 100. The new list is validated. 7. The search results display any price element lists matching your search criteria. To edit the list. 2. Click the Price Element link under Reusable Lists on the Quick Links section of the Negotiations Home page. On the Price Element Lists page. click Go. You can search for a particular price list by : o o o o The list name. 4.7 What are price breaks.3. you can o o o update the description for the price element list. Or you may be willing to pay more per unit if your supplier can ship the order to a special location. The list status (Any. Example: Assume you are purchasing PC keyboards. You specify 20$ as your start or base price. Your suppliers respond to your negotiation specifying their responses to your price breaks. 2. The first few words of the list description. Active or Inactive). When you have finished making your changes. When you have entered the search data. For each (non-amount-based) line in your negotiation. Page 86/209 . For these price breaks. The second offers a price of $18 a unit if purchasing over 500. you can define as many price breaks as are appropriate. On the Edit Price Element List page. (This returns all price element lists using that price element. For example. If any price elements are inactive.Oracle Sourcing Help To edit a price list: 1.1. The name of any price element defined to the list. 5. You then set up two quantity-based price breaks. and you may specify several quantity levels and the prices you are willing to pay at each. you may expect to receive a discount from your supplier if you buy a large quantity of units. search and select the list you want to edit.

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. If the price breaks are cumulative. If a line's price breaks are cumulative. Additionally.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. Supplier 1 is the best response. However. given the price break structure defined in the table above. To enter price breaks: 1. You can allow suppliers to respond with new price breaks of their own as well as edit any price breaks that you suggest. For each line. the effective date values are not available for price break usage. define your negotiation line normally. 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. the system will identify Supplier 2 as the best response. For example. the break accumulates as the quantity increases. Click Select Price Break Settings to access the Create line: Select Price Break Setting page. 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 you buy 120 PC keyboards. if you buy 550 PC keyboards. 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. Setting Up Price Breaks You can only define price breaks for documents with an outcome of blanket purchase agreement. On the Line: Create Line page. Click Select Price Break Settings. Page 87/209 .

Define your price breaks. To analyze price break information: 1.Oracle Sourcing Help 3. For example. Once you have defined all your price breaks. 5. and your supplier(s) have responded with quotes. price. otherwise select optional. click the response number link. click Analyze by Line from the Actions menus and click Go. 2. Click Add Another Row to define additional price breaks. On the Analyze Line: Analyze Price Breaks page. If you select None. On the negotiations summary page. you will not be able to enter price breaks.4. For each price break criterion. 4. 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. Search for the negotiation you're interested in. For example. you will not be able to negotiate on effective dates. you can offer a particular target price. You can define as many price breaks as are needed to fully define your pricing structure. 3. you could define multiple price breaks based only on order quantity.1 What are some negotiations strategies I can use? When creating a negotiation. and click Analyze Price Breaks. You can set breaks by unit quantity. Analyzing Price Breaks Once you have defined your price break expectations. Select Required to force to supplier to respond to the price breaks you define. Ship-To address/organization. Item attributes define 1) unique specifications that you set for an item.1. 4.4 Additional Creation Topics 2.1. If you select Non-Cumulative. Page 88/209 . and 2) the details that a participant should provide when responding to that item. 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. you could enter different order quantities and see which supplier response is the best for a certain quantity. click Apply. On the table of negotiations. you can enter different values in the fields under Enter Assumptions and have the system calculate the best response based on the values you enter. you can have the system evaluate the supplier responses based on scenario information you enter. and effective dates (available for non-cumulative price breaks only). Select the negotiation line. Also select either Cumulate or Non-Cumulative. 2. 5.

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

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

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

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

1. Using draft RFQs/auctions You can create and save an auction intending to submit it later. From this page. Page 93/209 . 2.4. After creating a draft negotiation using requisition information from Oracle Purchasing. Using draft negotiations created by AutoCreate in Oracle Purchasing When you AutoCreate requisitions into a Sourcing RFQ or buyer's auction. Initially creating a draft Once you have completed the Step 1 Describe page. A confirmation message informs you that your draft has been successfully saved. Some of this information. In each of these cases. such as operating unit and functional currency are not. such as item quantity and need-by date are updateable. you can use the Autocreate feature of Oracle Purchasing to select and group requisitions to create draft RFQs or auctions. Oracle Sourcing creates a draft negotiation which includes all the requisition links you selected. Or you need to create a negotiation but not actually submit it until sometime in the future. you can immediately access and edit the draft to continue creating your negotiation. RFQ. Or you can use the Manage Draft Negotiations page in Oracle Sourcing to access and submit the draft at a later time. or the creation process involves collaboration between several people.Oracle Sourcing Help You can download and use spreadsheets to efficiently create and award RFQs and auctions having many line items. you can save your draft from any of the subsequent pages by clicking Save Draft. or auction in a single session. 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. The items in your draft negotiation carry information from the backing requisitions. you can access drafts for editing or submission. These draft documents also allow multiple collaborators to work on the same document. you can create a draft of the RFI/RFQ/auction and save it for later editing or submission.4 Can I create and save sourcing documents without submitting them? There may be times when you cannot finish creating your RFI. but other information. Creating RFQs/auctions using Autocreate If your company has licensed both Oracle Purchasing and Oracle Sourcing.

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

See the Oracle Procurement Contracts online help for instructions on defining deliverables. If Oracle Procurement Contracts is implemented. anyone with the Unlock Draft Sourcing Documents function can break a lock on a draft but not access it for editing or submission. under the terms and conditions of the contract. If you have both the Manage Draft Sourcing Documents and the Unlock Draft Sourcing Documents. you can view the draft but not edit it. click Contract Terms in navigation bar in the top left of the page. you can edit any drafts that are not locked. you can perform whatever tasks are allowed by your function security. In addition to the contractual commitments that businesses need to fulfill. On the Create Header page. besides products and services bought or sold. If you are a collaboration member not restricted to view-only access. are classified as deliverables. on vacation. is authorized to manage and unlock drafts. Page 95/209 . will have commitments to fulfill. This is a useful authorization for an administrator to have in case a draft needs to be edited. 2. they might define other internal tasks that contribute to the overall execution of the contract. 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. 5.1.5 How do I create a deliverable and use it in a negotiation document? Businesses enter into contractual agreements with their trading partners and. If you are a collaboration member with view-only access. but the buyer has locked it and is subsequently unavailable. For private negotiations: You must be the negotiation owner or a collaboration team member working on the negotiation to access the draft. click Add Deliverable. On the Create Deliverable page define your new deliverable. Search for and apply a contracts template. by default. 2. for example. If you have this function and access the Manage Draft Negotiations page. as part of the contractual agreement. Note: The Sourcing Super User. Click the Deliverables subtab and check that any deliverable already defined to this template is applicable for your negotiation. you can create a deliverable and assign it to a negotiation. To create a deliverable for a particular negotiation: 1. you can unlock and edit other's drafts from the Manage Draft Negotiations page. You can update a deliverable if needed or delete it altogether 4.Oracle Sourcing Help Anyone with the Edit Draft Sourcing Documents function can access and edit draft negotiations AutoCreated from Oracle Purchasing. Additionally. 3. The commitments on the contracts.4.

You need the Manage Contract Terms responsibility to create and maintain contract terms on negotiation documents. 5. Search for the negotiation you want to copy. you can click Apply and Create Another. This includes any contract clauses or deliverables (terms. Using contract terms is an easy way to create and maintain standardized contract text which can be customized as needed. On the Create Negotiation page. To copy an existing negotiation: 1. Note that most of the information you defined previously is carried forward into the copy. You can click the negotiation number to see details about the negotiation. then click Submit for Approval if approvers are specified for this negotiation. To apply contract terms to your sourcing document: 1. you can define your next deliverable. click the Copy icon at the right of the page.7 What are contract terms and conditions. Note that you will have to specify new Open Date and Close Date values 6. click Review. 3. you can create contract terms and apply them to your negotiation. click Contract Terms in the navigation bar at the top left side of the page. Verify your negotiation information. 2.Oracle Sourcing Help 6. 4. or auction). You need the Contracts Terms Library Administrator responsibility to create and maintain clauses and contract templates in the Contract Terms Library.6 How do I copy a sourcing document? You can copy sourcing documents that you or any other users in your organization have created. 2. 2. conditions. Click "Copy" under the Create section of Quick Links on the Negotiations Home page. click Apply. Once the page refreshes. After you have finished defining your deliverable.1. When you have finished creating your new negotiation. 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. Edit your new negotiation by continuing through the creation steps. RFQ. You can use contract terms to specify legal and other requirements for your negotiation. and how do I use them in my negotiation? If Oracle Procurement Contracts is installed and licensed. Once you have found the negotiation you are interested in.4.1. and deliverables are available if Oracle Procurement Contracts is implemented). Page 96/209 . If there are multiple deliverables to define. otherwise click Publish to open it for responding.4.

The Requisition Line Details page displays information in the following areas: o Requisition Page 97/209 . For AutoCreated lines. 3. Or you may need the name of a contact who can answer questions you have about the negotiation line. 6.1. adding any additional lines. you can access it and continue creating your negotiation.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. Along the way. continue by either clicking Suppliers to define a supplier invitation list. The Create Lines page displays any lines AutoCreate created using requisitions in Oracle Purchasing and allows you to create additional lines if necessary. See the Oracle Procurement Contracts online help for information on using contract templates. you must correct them and validate again. 3. This includes all the other tasks such as creating your header. search for and select a contract template from the list of values. you may wish to view the requisition line information for the lines that AutoCreate carried over from Oracle Purchasing.4. After you have created your header by adding a title (and adding/modifying any other information) clicks Lines in the top left navigation bar. Select Validate from the Actions menu to verify the validity of the contract terms you are defining. you may need to view the demand linked to a particular negotiation line. On the Create Contract Terms page. click the requisition number link to view detailed information on the line. If you receive any error messages. click the requisition number link. 5. To view the backing requisition information during negotiation creation: 1. You can see this line information on the View Requisition Line Summary display. On the Requisition Summary page. 4. 2. See the Oracle Procurement Contracts online help for instructions on modifying clauses. You can edit the clauses applied by the template as needed. Click Apply Template. specifying negotiation controls. and possibly inviting suppliers. 4. 5. or clicking Review to inspect the negotiation prior to publishing it. Once the new draft negotiation has been created.Oracle Sourcing Help 2. 2. delete or modify text. When you have completed your contract terms. and then click the Details icon. For example. You can add.

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. This includes the entire life of the sourcing document from the initial creation to the award process.1. Page 98/209 . click the number link in the Requisition column. This takes you to the Requistion Detail page.4. Such activities can be negotiated by using amount based line types.9 What are amount based line types. Access the negotiation. Each member can be assigned specific tasks. you can specify that an item is amount based by selecting an amount based Line Type value. Buyers can optionally grant full access to some team members while restricting others to read-only access. the quantity and unit of measure defaults to the values defined by your administrator and is display only. and some team members may be required to approve the final document before delivery to potential suppliers. 2. and how are they used? Sometimes the item you need to negotiate is not a number of discrete units. For example. inviting additional suppliers. 2.4. From the negotiation summary page. click the Lines subtab. 2. 4.10 How do collaboration teams work? When creating a negotiation. Such tasks could include defining the item attributes. For the line whose requisition information you wish to view. buyers can nominate collaboration team members to participate in the creation and administration of the sourcing document. awarding business to supplier.1. The possible values are defined in Oracle Purchasing. you might need to negotiate training or consulting services. This takes you to the Requisition Summary page. If you select a line type that is amount based. but more of a service or activity. Click the number link in the Line column. 3. A category value may also appear if your administrator has defined a default category for that line type. and creating document outcomes. When you create a negotiation.

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

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

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

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

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

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

select a negotiation and click the appropriate button (Edit.3.3 2. 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. 5. you must correct them and validate again. 2. 4. To search for your negotiations in progress: At any one time. or clicking Review to inspect the negotiation prior to publishing it. delete or modify text. 6. you may have several ongoing negotiations. 3. You can edit the clauses applied by the template as needed. 2. If you receive any error messages. From the Results display. continue by either clicking Suppliers to define a supplier invitation list. You can also use drafts to allow a team of collaborators to all work on the same negotiation. Click Apply Template. Follow the instructions in How do I create a new negotiation? to create a new negotiation. To create a new negotiation: Click the appropriate link under the Create section of Quick Links. Unlock. Review and Submit).Oracle Sourcing Help 3. On the Manage Draft Negotiations page. Select Validate from the Actions menu to verify the validity of the contract terms you are defining. To access a draft negotiation: You can use draft negotiations to spread out the creation process over several sessions.1 Monitoring Negotiations How do I access negotiations? The Negotiations Home page is the central point of access for all your negotiations. search for the negotiation you wish to access. When you have completed your contract terms. 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 . you can create and submit new negotiations and continue working on any draft negotiations you have in progress. Page 105/209 . To access a draft negotiation: 1. From here. You can also monitor the progress of your open negotiations. This takes you to the negotiation summary page for that negotiation. You can add.

6. On the negotiation summary page. Click the Responses number to access the Details page for the negotiation. click Full List. 3. Sign on to Oracle Sourcing with Sourcing Super User responsibility. To see the complete list of negotiations you created. Once the buyer has received all the bid/quote information. Select a contact for the supplier and click Create Surrogate Bid/Quote. a surrogate bid can be entered into the negotiation. and click Go. If you do not see your negotiation. To place a surrogate bid on behalf of a supplier: 1. 2. Negotiations in which you are participating appear under Your Negotiations at a Glance.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.3.3. Click the negotiation number to access the negotiation summary page where you can see information on the negotiation. From the negotiations summary page. access the negotiation in which you wish to bid by clicking its number. You also search for all open negotiations to which you have access. 7. enter the Bid/Quote Received Time. You can also use the Graphical Monitor to view and compare responses to your negotiation. 2. It is when the buyer receives the offline copy of the response or when the supplier mails/faxes the response. On the Create Surrogate Bid/Quote: Select Supplier and Contact page. you can either Select View Response History from the Actions menu and click Go.2 How do I monitor the negotiations I have created? Access the negotiation you wish to monitor. Oracle Sourcing buyers can place surrogate bids on behalf of such suppliers. click Full List. select Create Surrogate Quote/Bid from the Actions menu. Continue from the Terms and Conditions page with regular a response if terms and conditions are required. Page 106/209 . 4. Clicking the number of your negotiation takes you to the negotiation summary page. 5. From the Negotiations Home page. On the Create Bid/Create Quote page. enter the name or contact of the surrogate supplier in the Supplier field and click Go. 2. and then click View Response History to see information on responses to this negotiation.Oracle Sourcing Help Note that the Your Negotiations at a Glance section shows a limited number of entries based on time remaining.

To view messages sent to you from suppliers (if any) click the number link under the Unread Messages column. Select a negotiation item. Note that the table displays only a limited number of entries. From the Negotiations Home page. o o o Note: The graphical monitor is not available for sealed style negotiations until they are unlocked. o To view the information about the negotiation such as item information. 2. To compare negotiation attribute values for competing responses: 1. click the negotiation number link. select the responses you wish to compare and click Compare. Page 107/209 . select the negotiation and click the Graphic Monitor icon. All participants can view the graphical monitor in open style negotiations. click Full List. From the Search Results display. To use Your Negotiations at a Glance: Under the Your Negotiations at a Glance area of the Negotiations Home page. identify the negotiation you wish to view. you may receive responses from multiple suppliers. perform a simple or advanced search to locate the negotiation whose responses you want to compare.Oracle Sourcing Help 2. On the Analyze Line page. click the number link in the Responses column. Only buyers can view the graphical monitor in blind style negotiations.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. 3. 2.4 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. To perform a side-by-side analysis on all responses to the line. You can easily compare the negotiation attribute values for these competing responses. Select the line(s) whose responses you wish to inspect and choose the type of monitor you wish to view .3. To view information on responses. select the line and click Analyze.Price/Score by Time or Price by Score. then click View Monitor. click the graph icon to the right of the negotiation. 4. response controls or invitation list. To view a complete list of your negotiations. To view the graphical monitor of a negotiation.3. 5.

select the type of spreadsheet you wish to down load. click the negotiation number for the negotiation to access the Negotiation Summary page. From the Your Negotiations at a Glance section. 2. Each response is identified by its response number. This is useful if you have received a large number of responses and want to compare them offline. Save the file to a convenient location. You can pause your cursor over each section of the bar to see the exact response value to that segment. the chart will show the total price calculated by combining all the responses to the price elements. If you have never used spreadsheet files before. 3. The Analyze Line: Compare Quotes/Compare Bids page displays a sideby-side comparison of the response details for all responses you chose to compare. 5.3. you can view them by clicking the icon in the Notes/Attachment row. The Attribute Group Scores chart compares competing responses in terms of attribute group totals. select Export Quotes/Bids from the Action menu. Page 108/209 . 4. 2. On the Export Quotes/Bids to Spreadsheet page.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. These charts compare different aspects of the responses. you should also download the Instructions file. You can also update the spreadsheet with your award decisions and then upload it to identify winning responses. To download responses: 1. there will be only one segment for each graph with that segment comparing simply the price.Oracle Sourcing Help 6. Save the file. 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. You can download bids whether the negotiation is open or closed. On the Negotiation Summary page. You can use an Excel spreadsheet file or a text spreadsheet file. You can display these charts by clicking the triangular icon labeled Show Chart. If you did not use price elements in your negotiation. If you defined price elements to be included in your price calculation. If there are any attachments. Open the file and complete it according to the directions in the Instruction file.

You can analyze by line or by response (you obtain different information depending on which type of analysis you perform). You can inspect the header attribute values (if any) by selecting multiple supplier responses and clicking Compare Header Attributes. as well as additional information about each line including any backing requisition information. you can also use a spreadsheet to perform your analysis offline. 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. To analyze by response: 1. If you select a line and click Graph Price. After you have completed your award decisions. click Analyze by Bid/Analyze by Quote from the Actions menu. or where the response does not include responses to all negotiation lines. And if there are may lines or lines with complex attributes. side-by-side display of all the responses. For example. 2. 2.3. 3.You can use AutoAward to have the system pick the best award. o You can select any one entry in the table and click Graph Price or Analyze. the resulting Analyze Line: page displays additional information about the responses to that line. select Analyze by Line from the Actions menu and click Go. 2. The Compare Header Attributes page presents a side-by-side comparison of the attributes. the resulting Monitor page shows your responses in a graph : If you select a line and click Analyze. o To use the AutoAward recommendation AutoAward is a feature you can use when you need a quick. AutoAward can also use calculations available from Multi-Weighted Page 109/209 . AutoAward uses the ranking capabilities and methods available in Oracle Sourcing to obtain its best award recommendation. From the negotiation summary page for this negotiation.Oracle Sourcing Help 6. To analyze by line: 1. it will use the the price being offered by the supplier for the most basic way method of ranking responses. upload your awards into the system. However. The Analyze by Bid/Analyze by Quote page shows the response details from the different suppliers. standard award. 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.7 How do I analyze the responses I have received? There are several ways of analyzing the responses you have received for your negotiation. You can click Compare to obtain a more complete. 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. including that response's rank.

you can define as many price breaks as are appropriate. 2. Your suppliers respond to your negotiation specifying their responses to your price breaks.htm file) to process the spreadsheet. Open the file up and use the instructions in the readme file (the . The AutoAward Recommendation page displays the response(s) that AutoAward has decided best fit the negotiation requirements. Once the negotiation is closed. You can use AutoAward to quickly generate a benchmark against which other ranking methods and scenarios can be compared. For each (non-amount-based) line in your negotiation. you can use the spreadsheet download feature to export the response information for analysis offline. select Analyze by Spreadsheet from the Actions menu and click Go. 4. you receive the responses shown in the table below. The first offers a price of 19$ per unit if buying more than 100. You then set up two quantity-based price breaks. You specify 20$ as your start or base price. Download and save the file. and how do I use them? Price breaks allow you to negotiate line prices with your supplier based on characteristics of your order.8 What are price breaks. Example: Assume you are purchasing PC keyboards. You can then enter different assumptions into the system and have it calculate which response is the best. For example. you can download a spreadsheet with which to make award decisions. Or you may be willing to pay more per unit if your supplier can ship the order to a special location. select: which type of files to download. As long as you have not closed the negotiation. For these price breaks. you may expect to receive a discount from your supplier if you buy a large quantity of units. On the Analyze by Spreadsheet page. Click Export. 5.3. 3. On he negotiations summary page. To download responses via spreadsheet for analysis: You can use the spreadsheet download feature to perform many tasks offline. From the negotiation summary page for this negotiation. Your level 1 price break Your offered price $20 Supplier Response $19 1's Supplier Response $19 Page 110/209 2's . 1. and you may specify several quantity levels and the prices you are willing to pay at each. or by a certain deadline.Oracle Sourcing Help Scoring negotiations to determine the best overall total cost. select View AutoAward. 2. The second offers a price of $18 a unit if purchasing over 500.

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

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

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

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

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

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

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

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

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

or the items are no longer needed. 2.3. 2. click Full List. 4. you can enter a text note to participants explaining why you are canceling the negotiation. If you do not see the negotiation. In any of these cases. 3. if no preview date/time was specified) and before the close date/time.3. On the Cancel page. Also the line requirements have changed. On the Close Early page. For example. 4.Oracle Sourcing Help 2. enter the new date and time you want to close the negotiation or choose to close it immediately. Under the Your Negotiations at a Glance section of the Negotiations Home page. This note is included in the notification that will be sent. Click Apply. or the terms of the responses are not acceptable.15 How do I close a negotiation before its scheduled close date and time? You can close a negotiation early only if you set your response controls to allow a manual close. Under the Your Negotiations at a Glance section of the Negotiations Home page. the buyer can update information defined in the document if necessary. enter a note to your suppliers. 3. you may wish to simply cancel the negotiation. The system notifies all the invitees and participants of the cancellation. 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. 2. select the Cancel RFQ/Cancel Auction option from the Actions menu and click Go. Amendments can be created anytime after the preview date/time (or open date/time. 1.16 How do I cancel a negotiation? Sometimes. the responses to your negotiation do not meet your needs. 5. To close your negotiation early: 1.3. click the negotiation number for the negotiation you wish to cancel. there may have been too few responses. If desired. Page 120/209 . Note that you cannot manually close an auction after its first AutoExtension has been triggered. On the negotiation summary page. click the negotiation number for the negotiation you wish to close. select the Close Early option from the Actions menu and click Go. On the negotiation summary page. This update is called an amendment. 2.17 How do I create an amendment to a negotiation? After publishing a negotiation. Click Apply.

or names of invited suppliers. All suppliers will be required to acknowledge the amendment and resubmit their responses to be eligible for award. current prices. deletions. 7. You can review the new changes compared to the current active negotiation by clicking Review. To invite new suppliers. 2. This suffix is incremented every time you create a new amendment for this document. select Create Amendment from the Actions menu. the Submit button changes to Publish. 2. for example. The printed version of the negotiation is appropriate for public display since it excludes all internal data such as internal attributes. Government organizations in particular present solicitation packages according to a unified format. these can be changed on the Create Amendment: Contract Terms page. 6.18 How do I print information on my negotiation? Much business communication today is carried and managed offline. you can submit the amendment for approval by clicking Submit for Approval on the review page. Change the negotiation rules on the Create Amendment: Controls page if necessary. You go to the Create Header page. Once you click Publish. no new responses can be received on the previous negotiation. mail or email. you must enter a new Description for the amendment and make any other header level attribute changes you need.Oracle Sourcing Help To create an amendment to a sourcing document: 1. Draft amendments are available on the Negotiations Home page if you click Drafts in the Manage Quick Links section. You cannot add or delete suppliers on the Create Amendment Suppliers page during an amendment. Approvers will receive notification that they need to approve the amendment. 4. 12345. Notice that the negotiation number has now been given a suffix. On the Create Amendment Header page. On the negotiations summary page. 3. Once approved (or if approval is not required). use the active negotiation's negotiation summary page. 5.1. 8. If Oracle Procurement Contracts is implemented. The printed version also does not include any price elements Page 121/209 . You can save the amendment as a draft at anytime during the creation process if you click Save Draft. If you have approvers identified on the Collaboration Team on the Create Header page. and there are clauses and deliverables defined to this negotiation. Responders should be able to complete negotiation documents and return the results by FAX. Buyers need the capability to download and print a negotiation for offline review. On the Create Amendment: Lines page. or updates to line information if necessary..3. additions. enter any line changes.

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

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

2. 2. 2. An RFQ/auction can only be unlocked and unsealed after it is closed. 4. 3.3 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. Additionally.4. There is an entry for each supplier who has placed a quote/bid in the negotiation. To see details about a particular response. In addition. On the negotiations summary page.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. On the Confirmation page. To unlock and unseal an RFQ/auction: 1. other users from your company who have the appropriate function security can also unlock and unseal your RFQ/auction. You can divide an individual line among multiple suppliers. select View Quote/Bid History from the Actions menu and click Go.4. click the negotiation number link of the negotiation you wish to see.Oracle Sourcing Help 2. 3. There are several methods you can use when awarding business in a buyer's auction or RFQ: You can award the entire negotiation to a single supplier (multiple suppliers if the outcome is a blanket purchase agreement). Select Unseal from the Actions menu and click Go. Page 124/209 . Note: You will always be able to unlock and unseal an RFQ/auction you have created. 2. click "Return to Negotiation Summary. From the Your Negotiations at a Glance section of the Negotiations Home page. You can accept and use the decisions generated by the AutoAward feature. respondents in the RFQ or auction cannot see other quotes/bids until the buyer also unseals the RFQ/auction (although the identity of other suppliers is revealed to the suppliers in an auction).4 Awarding Negotiations 2. On the negotiation summary page. an RFQ/auction cannot be awarded until it is unlocked.4. The Quote/Bid History page displays the responses the negotiation has received. The resulting page shows details about the response. In addition." 4. you can make your award decisions. select Unlock from the Actions menu and click Go.1 How do I view the responses I have received? 1. You can award an individual line to a single supplier. click the number link in the Quote/Bid column.

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

Oracle Sourcing Help Page 126/209 .

Once you have selected the action. Note also that you can change the shortlist status of a supplier on this page as well. You can wait until the negotiation reaches its specified close date/time. This provides flexibility and allows you to quickly enter award decisions. 3. you can manually close the negotiation prior to its specified close date/time. To award the entire negotiation to one supplier. From the Action menu. On the Award Multiple Lines page. select the supplier(s) to whom you wish to award the negotiation lines and click Award Multiple Lines. Or select Award by Spreadsheet to download the responses to a spreadsheet file and enter your award decisions there. Click Award to identify the supplier to whom you are awarding the negotiation. click Go. Note: The auction or RFQ must be closed for responses before you can award business. you can begin awarding business. You can award the entire negotiation to a single supplier. On the Award by Quote/Award by Bid page.4 How do I award business in an RFQ or auction? There are several ways you can award business for a negotiation. All lines to which the supplier responded are awarded to that supplier. or award each line its own supplier. You also see entries for every Page 127/209 . 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 see all the suppliers who responded to your negotiation. 2. Note that you can select multiple suppliers on this page. Any lines to which the supplier did not respond are not awarded. 2. Select Award by Line to award each line to its own supplier. you see the information on the negotiation and any responses it has received 3.4. On the Award by Quote/Award by Bid page. you see the response information on the supplier(s) you selected in the previous step. or. 1. 2. Once the negotiation is closed. select the supplier and click Award. On the Award Quote/Award Bid page. their responses are displayed side by side for easy comparison. To award an entire negotiation to a supplier: 1. select Award by Quote/Award by Bid to award an entire negotiation or multiple lines of a negotiation to the same supplier. 1. award multiple lines to the same supplier.Oracle Sourcing Help 2. To award multiple lines to a supplier: 1. Click Save Award. On the negotiations summary page. Access the negotiation you wish to award. If you selected multiple suppliers. You can enter award decisions at the supplier level or the line level. if the negotiation controls allow it. you see the response information for the supplier(s) you selected in the previous step.

o o 3. an awarded chekmark appears for the line. On the Award by Line page.4. you cannot award more units than specified in the negotiation quantity. 2. This is useful if you have received a large number Page 128/209 . Once you have selected the suppliers and specified the number of units to be awarded to each. click Save Award. You can choose to leave it unawarded. select the line you wish to award and click Award. Click Save Award To award a single line to a supplier: 1. Click "Award by Line" to return to the Award by Line page. If you have removed any suppliers from the shortlist. 4. but you can award less. you see all the suppliers that responded to this line. you can choose to download only the responses from the remaining shortlisted suppliers. You can then save the responses as a spreadsheet file and view the instructions in the readme file contained in he zip to review offline to make your award decisions. Select the supplier(s) to whom you wish to award this line and enter the number of units to be awarded in the Award Quantity field. To award using a spreadsheet: If you wish to download the responses for a negotiation. On the Award Line page. Note the following: o o If you select multiple suppliers for this line. select Award by Spreadsheet from the Actions menu. Once a line has been totally awarded. select the radio button for the supplier to whom you wish to award that line. 3. the award simply identifies the supplier from whom business will be awarded in the future . Select the next line to be awarded and click Award. For quantity-based line types. For each line. For amount-based line types. 2. Continue until all lines have been awarded. you can split the award by entering a value in the Award Quantity for each supplier. Follow the instructions in Step 2 and Step 3 above to enter that line's award decision 7. 6. You do not have to award a line.Oracle Sourcing Help line in the negotiation. 5.5 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.

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

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

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

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

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

If the supplier accepts the document. you can require that the supplier sign and accept the document. Suppliers can use iSupplier Portal to accept the document or can request that you enter acceptance on their behalf. or finding reusable invitation lists to apply when creating a negotiation.4. use the search tips below. Document Only Suppliers are required to accept the entire document. Some examples include searching for negotiations in which to participate. Document and Signature You and the supplier must sign the document to indicate acceptance.13 What is contract binding? If Oracle Procurement Contracts is implemented. When you are creating the purchase order document. You can optionally indicate whether acceptance is required for the resulting purchase order document. This option uses Workflow notifications to obtain signatures online. you can award business to selected suppliers and subsequently initiate the purchase order/contract creation. To save time and perform accurate searches. you are sent a notification requesting your acceptance as well.5.1 Searching How do I search for information on Oracle Sourcing? There are many times when using Oracle Sourcing that you need to search for information. Searches are conducted using a search criteria and one of that criteria's search value. In most cases when specifying a search value. contract binding provides the ability to require both the supplier and the buyer to sign off on the details of a purchase order before it can be executed. Page 137/209 . 2. Once the negotiation is closed for responses. 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. Document or Shipment Supplier can accept the document or individual lines.5 2. Once both you and the supplier have accepted the purchase document. you can use the wild card (%) as necessary The search process varies depending on what you are searching for.Oracle Sourcing Help 2. it is ready for execution. If you require acceptance.

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

You can identify the suppliers you wish to notify by searching information in the Approved Supplier List. o o On the Search and Select: Suppliers page Page 139/209 . 2.5. Click the Manage quick link under Drafts on the Negotiations Home page. 2. negotiation creator. and proximity to open date (specified as the number of days outstanding). you can use % as a wildcard. click Unlock to access it. Scroll through the Results: Negotiations display until you find the correct negotiation. If the draft is locked. Click "Responses" to go to the negotiation History page where you can see information on current responses. Click the Number link to go to the negotiation summary page where you can see information on the negotiation. You can use % as a wild card value 3. Click Review and Submit to publish the draft. To search for and manage a draft negotiation: 1. click Go. negotiation title. o You can search the Approved Supplier List to identify suppliers who sell a particular item or commodity. Select the draft and continue processing. When you are finished. You can also search the Approved Supplier list for suppliers of a particular status (for example. 4.5.Oracle Sourcing Help When entering values. as well as information provided by the supplier company itself. 2. 5. minority-owned or small business.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. Enter your search values.4 Searching for suppliers: When creating a negotiation. for example. select a search type from the menu. approved or new). the Supplier Master.1. You can search both the Approved Supplier List and the Supplier Master at the same time. You will also search for suppliers to add them to reusable invitation lists and/or negotiation templates. You can search the Supplier Master to identify suppliers who meet certain criteria. Click Edit to update the draft. You can search on negotiation number. On the Manage Draft Negotiations page. and click Go. 2. you can send invitation notifications to particular suppliers inviting them to participate in the negotiation.1. Scroll through the Results display until you see the target draft.

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

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

click Apply. 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. 3. The method you want to format date and number fields. A new password. The format in which you wish to receive notifications from the system. When you have finished editing your personal information. 2. From the Negotiations Home page. My Profile 3.1 How do I update my Sourcing personal options? 1. click Cancel. Page 142/209 .Oracle Sourcing Help 3. enter information in the following fields: Enter or change the following personal information: Name Preferred Language Country or territory where you live Timezone where you live. Type of character encoding you want used when performing spreadsheet downloads and uploads. in necessary. On the Preferences page.

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

1. To run the Awarded Bids Detail report.3.2. 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. or All Outcomes. savings is zero.1. Note the following when generating and evaluating report information: When entering a category search parameter.Oracle Sourcing Help 4. Amounts do not include lines where award quantity and award amount are unspecified.2.1 "How do I run the reports?" Notes: Note the following when generating and evaluating report information: o o o o When entering a category search parameter. Once you have generated a Savings by Category report. select Standard Purchase Order. Amounts do not include lines where award quantity and award amount are unspedified. You can view the supporting awarded bid by clicking the Auction number or Bid number. the report reflects only the system-hosted catalog item categories.2.1.1. The report is sorted by category. If Current Price is not available.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. Any report displaying calculated amounts does not include any RFI amounts. To run the Savings by Category report. you can generate a Savings by Item (Section 7. Page 144/209 . with the category with the highest productive award appearing first. Any report displaying calculated amounts do not include any RFI amounts. Blanket Purchase Agreement. see. 4.1) report for the items listed. see "How do I run the reports?" Note: For the Auction Outcome report parameter. Section 4.3 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.

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

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

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

Savings is calculated by taking the difference between Current Price and Award Price and multiplying the difference by the Award Quantity. To run the Savings by Category report. see "How do I run the reports?" Note: For the Auction Outcome report parameter. If Current Price is not available. Note the following when generating and evaluating report information: When entering a category search parameter. select Standard Purchase Order. 4. Blanket Purchase Agreement. Amounts do not include lines where award quantity and award amount are unspecified. If Current Price is not available. savings is zero.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 reflects only the system-hosted catalog item categories. 4. savings is zero. with the category with the highest productive award appearing first. Page 148/209 .2.2. Savings is calculated by taking the difference between Current Price and Award Price and multiplying it by the Award Quantity. The report is sorted by category. Any report displaying calculated amounts do not include any RFI amounts.2 What is the Savings by Category report? The Savings by Category report displays your total savings broken down by item category. Any report displaying calculated amounts do not include any RFI amounts. the report reflects only the system-hosted catalog item categories. or All Outcomes. To run the Awarded Bids Detail report. see "How do I run the reports?" Notes: Note the following when generating and evaluating report information: o o o o When entering a category search parameter. Amounts do not include lines where award quantity and award amount are unspecified. you can generate a Savings by Item report for the items listed. You can view the supporting awarded bid by clicking the Auction number or Bid number. Once you have generated a Savings by Category report.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.

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

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

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

you can view information on the item attributes by clicking the "View" link under the Details column.2. Click the negotiation number to access the Negotiation Summary page. If the item has attributes. the response controls. Under Open Invitations. click the negotiation number to access the Negotiation Summary page for the negotiation in which you are interested.1 “How do I monitor negotiations to which I've responded”). 5.1 “How do I access negotiations”). 3.3 How do I respond to a negotiation? Suppliers can respond to public negotiations and private negotiations to which they have been invited.1. or price breaks associated with it. Alternatively. Find a negotiation in which to participate (See Section 2. 2. pricing.4. or quote).Oracle Sourcing Help Creating and managing sourcing events Updating profile information Viewing award decisions Updating profile information 5. To respond to a negotiation you must: 1. price elements.6 “How do I submit a response online”).1. 2. use the Search Negotiations fields to access the Active Negotiations page.1. The Negotiation Summary page displays all the current information for this negotiation.4 How do I view the details of a negotiation before placing a response? 1. (See Section 5. Attachments can be viewed by clicking the paperclip icon. Submit your response (bid. This includes such information as the time the negotiation. (See section 5. 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. detailed item information. The Notes and Attachments section displays any text messages from the buyer and any attached files. shipping and billing information. Page 152/209 . Monitor the action in the negotiation in which you are participating.

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

If correct. you are asked to read and accept the negotiation terms and conditions. When you have responded to all required and optional line attributes. including ones to which you were not explicitly invited to. click View Quote History/View Bid History. verify your response values. all response prices (such as start price and target price) will be listed in the RFQ/auction currency. enter the following information. be aware of the following size limits: o o o Attribute: 240 characters Target: 4000 characters Response: 4000 characters 6. To submit response online: 1. click Continue 7.6 How do I submit a response online? Navigate to the negotiation summary page for the negotiation to which you wish to respond by clicking its negotiation number link under the Open Invitations section of the Negotiations Home page. find your negotiation and click the negotiation number link there. On the Create Response: Review and Submit page. After reading the terms and conditions. After you select a currency. click Submit. On the Active Negotiations page. you can select the currency in which you will place your quote/bid. On the Create Quote/Create Bid page. Alternatively. Page 154/209 . 8.Oracle Sourcing Help Create Response page. select Create Quote/Create Bid from the Actions menu to create a response to the negotiation. If the buyer has defined Terms and Conditions. You can see details of the negotiation on the negotiation summary page. Note: Before you select a currency. click Accept. you will see all prices listed in your chosen currency. this value appears in the Target Value column. o Quote Currency (Bid Currency) The buyer might allow quotes/bids in currencies other than the RFQ/auction currency (the currency used to create the RFQ or auction). you can enter search values into the Search Negotiations fields and click Go to list all negotiations in the system. If you want to view any responses that have already been submitted. 5. When entering responses. 2.1. If the buyer has chosen to display an attribute target. On the negotiation summary page. If so. The Attribute Type column shows you whether a response is required or optional. 3. You can only see the existing responses when the negotiation is open or unsealed.

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

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

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

Alternately. Click the Lines subtab to see details of the negotiation lines. 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. To view the notes and attachments: 1. click the negotiation number link under Your Company's Open Invitiations to view negotiations to which you have been invited. click that line's number link. From this page you can continue placing a response. Notes and attachments can be assigned to the negotiation header or the negotiation lines. there will be two attachments for each line. on occasion the buyer may need to communicate or request additional information such as specialized requirements. 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. The negotiation summary page displays all the information on the negotiation broken down into a tab-oriented form so you can easily view the information contained in the different sections of the negotiation. a buyer can add item attributes and/or price elements to any item(s) in the negotiation. Once you have viewed all your attachments. 2. search for an open negotiation by selecting a search criteria. To see the detail information for each line. 3. When you respond to a negotiation that includes item attributes and/or price elements. By default. providing a search value and clicking Go. On the Line: page.1. The second attachment is the line attachment. 5. Click the negotiation number link to display the negotiation summary page. The first attachment is the requisition header attachment. 4. From the Negotiations Home page. 5.Oracle Sourcing Help 5.1. you can view these specific item details (if allowed by the buyer) and enter additional values to target your response.7 How do I view the attachments associated with the negotiation to which I am responding? In addition to the typical negotiation information. Price elements identify additional costs associated with an item which need to be negotiated in addition to the item price. click Return to Negotiations to return to the negotiation summary page. Page 158/209 .8 How do I use item attributes and price elements when responding to a negotiation? When creating a new negotiation. you see any notes and attachments assigned by the buyer to the line.

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

When bidding on an auction that contains more than one item. Then submit the bid as normal. if you have submitted a $3. Proxy Minimum Bid You must enter the lowest price you are willing to proxy bid for any auction item. Use numbers. Whenever your bid price is exceeded by a competing bid price. Bid manually on the itemContinue bidding on the item by submitting bids manually. for example. To submit a proxy bid for any auction item. For example. You can change your proxy bid decrement if all items on the bid do not have proxy enabled.400 bid is subsequently submitted.500 bid in an auction with a proxy bid decrement amount of $100. 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). not your own current bid. you can enter your proxy bid information in the appropriate fields on the Create Bid page. If the bidding on an auction item in which your proxy bidding drops below your proxy bid minimum amount. you cannot change this amount unless the minimum amount is met in the auction bidding or you cancel the proxy bidding on the item. You cannot enter different proxy bid decrement amounts for each item. you can cancel your proxy bid and submit a new bid with the updated proxy information.300 on your behalf. Enter your proxy bid decrement amount.Oracle Sourcing Help To activate proxy bidding: When you place a bid on an auction. the system will automatically submit a proxy bid of $3.75. Discontinue bidding on the item Page 160/209 . Your proxy bid decrement amount will be applied to the current winning bid in the auction. Proxy Bid Decrement You must enter the exact amount by which you want each of your proxy bids to decrease. 10. you must provide the following information: Note: If at any time you wish to change your proxy bid information. you can proxy bid on all or selected items. Note: After you have submitted your proxy minimum bid amount. and a $3. automatic proxy bidding is discontinued. then enter a proxy minimum bid only for those items on which you want to proxy bid. You can then do any of the following: Enable another round of proxy bidding for the item Enter new proxy bid information. You can also change the proxy bid minimum amounts. the system will continue to automatically rebid (by the proxy bid decrement amount you specify) until your proxy minimum bid price is met.

click Cancel Proxy at the bottom of the page. The Cancel Proxy Bidding page shows all line items for which you have proxy bidding enabled. On the Rebid page. Once you have placed a bid using proxy bidding. continue entering your new bid information (including new proxy specifications if desired). the system will continue to rebid at lower prices until the bidder's minimum bid price is reached. When the Rebid page appears. When you use power bid. The bidder specifies the amount of the price decrement (expressed as a percentage or a flat price reduction) and the minimum price to offer. To view the details of your current bid. there may be certain instances in which the bidder needs to end proxy bidding early. Click Create Bid to create a new bid. The Cancel Proxy Bidding page redisplays without the line item(s) for which you just disabled proxy bidding (you can choose to retain proxy bidding on some line items but not others) 4. this happens when the bidder needs to update bid information.Oracle Sourcing Help 5. click the Response number link. you can monitor its progress by locating the negotiation number under Your Active and Draft Responses section of the Negotiations Home page. To cancel proxy bidding. 2. all of your bids (losing and winning) in an auction are improved by the percentage you enter in the Power Bid field. Page 161/209 . Usually. Once enabled. Select the items for which you wish to disable proxy bidding. it can be allowed to run to conclusion.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. proxy bidding in suspended. 5. To continue placing a new bid. 3. 1.12 What is power bid? Power bid allows you to expedite your rebidding when you have bid on several items in the same auction. and click Cancel All Proxies. once proxy bidding has been initiated. Cancelling proxy bidding In most cases.1. click Create Bid. the promise date offered by the bidder may need to be updated due to unforeseen situations at the time the proxy was begun. Or in a multiattribute weighted negotiation. However. At this point. the bidder may wish to halt the proxy bidding to update bid information. Power bidding cannot be used if any of the auction items contain price elements.1. For example. In both these cases. the bidder may wish to update the non-price related information to improve the price to total score ratio.

select the type of file(s) you wish to download. From the negotiation summary page. 4. click the negotiation number and review the negotiation's details and lines. On the Quote/Bid by Spreadsheet page. click Submit Bid and review the details of your bid. even if your new bid price exceeds the current best bid for any auction item. 6.1. Bulk loading is also useful if you respond to similar negotiations that occur repeatedly. You can then enter a new power bid percentage and click Go to revise your power bid. When you are satisfied with your power bid prices. 5. Save the spreadsheet file to a convenient location. As you prepare to respond. Navigate back to the Quote/Bid by Spreadsheet page. Enter numbers. On the Create Bid page. then click History to review responses. Your bid prices so not take effect until you click Submit Bid. Save the file. 3. enter the power bid percentage by which you want to decrease each of your bids in the auction. If you want to return to your original bid prices.25. 2. Because you are only previewing your power bids. Access the auction on which you want to rebid. for example. You can download an Excel spreadsheet or a text spreadsheet. 5. click Clear Changes. 7. You can create the spreadsheet once and then make only the modifications necessary for a particular negotiation. To download a spreadsheet and prepare your bid or quote offline: 1. Click Recalculate to preview your power bid prices. Access the open negotiation to which you wish to respond. 4.Oracle Sourcing Help To use power bid: 1. The recalculated price appears in the Price field. 2. you may want to look at responses that have already been submitted (not viewable in blind or sealed auctions or in RFQs).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. Open the spreadsheet file and complete according to the instructions in the Read Me file included in the zip. 5. your bid status does not change yet. After you have located a negotiation on which to bid. 3. Page 162/209 . select Create Quote/Bid from the Action menu and click Go.

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

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

The currently active version has the highest number and is the first entry in the table. 2. If there are deliverables. Click Acknowledge. Click the negotiation number link to view the original negotiation and its updates. 3. Click Acknowledge Amendment. This includes responses to any contract terms the buyer has defined. Click the Update icon. and then click the checkbox acknowledging you have reviewed the amendment. 9. Contract terms are displayed in the Contract Terms section of the page. Click the suffixed number links to see the different versions of the sourcing document. The negotiation summary page shows the original version of the negotiation. Page 165/209 .Oracle Sourcing Help 2. You use the Create Response page to enter your response to the buyer's negotiation. 4. On the Acknowledge Amendment page. 5. you must acknowledge that you have viewed the amendment and placed a new response. you respond to the deliverable and update its status. The Amendment History page has entries for the original negotiation and any subsequently amended versions. Once you have acknowledged all the amendments. which you must review and acknowledge. 1. Each deliverable has a due date. 5. 7. If there is an X icon in the Alert column. Click "View Amendment History" to see the changes made to the original negotiation. the responsible party failed to perform the deliverable. To be considered for an award decision. Review the information. there may be deliverables to which you must respond. the due date for completion of that deliverable has passed and that deliverable is late. they will be listed in the Deliverables section. The Review Changes page identifies the information that has changed. 8.1.18 How do I respond to a deliverable defined to a negotiation? Deliverables are additional requirements a buyer may request of a supplier over the course of a negotiation. You are presented any additional amendments. You can toggle between the current version and its prior version using the buttons. you are presented the first amendment. If there is an exclamation point icon in the Alert column. The amended versions are suffixed with an incrementing counter. 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. or click the Review Changes icon to see what information changed between a version and its prior version. Once you have completed the tasks outlined in the deliverable. you can place a new response on the negotiation. 6. 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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Page 170/209 . The Rejected Items page shows: Response Number The number assigned to your response by the system. participants can communicate with each other by entering into an ongoing conversation called an online discussion. if any. Negotiation Number The number assigned the negotiation by the system. The Rejected Items page allows you to drill down into detailed information about the negotiation and your response to it. Promise Date The date by which you promised to deliver the item.2. Once a negotiation has been published. Your Response Number The number you assigned your response. Response Price The price at which you offered to sell the item. Reason Any message provided by the buyer explaining why the item was not awarded.2.Oracle Sourcing Help 5.| Type The type of negotiation: RFQ. or Buyer's Auction Item Description Description of the negotiation item.6 What information is contained on the Rejected Items page? The Rejected Items page shows you all items to which you responded but were not awarded by the buyer. Response Quantity The number of item units you offered to sell the buyer. 5.7 How do buyers and suppliers communicate while a negotiation is in progress? There may be times when buyers and suppliers need to contact each other directly for additional information or clarification.

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

Canceling proxy bidding In most cases. once proxy bidding has been initiated.2. Page 172/209 . Note that the rules vary depending on the style of negotiation. Usually. this happens when the bidder needs to update bid information. For example. Or in a multiattribute weighted negotiation.Oracle Sourcing Help Online Conversation Participants Messaging Capabilities The table below details the rules governing the messaging capabilities of the negotiation creator and the respondents. the promise date offered by the bidder may need to be updated due to unforeseen situations at the time the proxy was begun. However. there may be certain instances in which the bidder needs to end proxy bidding early. the bidder may wish to update the non-price related information to improve the price to total score ratio. Once enabled. proxy bidding in suspended. it can be allowed to run to conclusion. The bidder specifies the amount of the price decrement (expressed as a percentage or a flat price reduction) and the minimum price to offer. In both these cases. At this point. the system will continue to rebid at lower prices until the bidder's minimum bid price is reached. the bidder may wish to halt the proxy bidding to update bid information. 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 5.8 How do I turn off proxy bidding? Proxy bidding allows a bidder to have the system automatically rebid whenever a competing bid is received.

Select the items for which you wish to disable proxy bidding. If Oracle Procurement Contracts is implemented and the sourcing document has contract terms attached to it. Once you have placed a bid using proxy bidding. When the prompt box appears. you can monitor its progress by locating the negotiation number under Your Active and Draft Responses section of the Negotiations Home page. Buyers need the capability to download and print a negotiation for offline review. Responders should be able to complete negotiation documents and return the results by FAX. Access the negotiation by clicking its negotiation link. 1.Oracle Sourcing Help To cancel proxy bidding.9 How do I print information on my negotiation? Much business communication today is carried and managed offline. When the Rebid page appears. The Cancel Proxy Bidding page shows all line items for which you have proxy bidding enabled. 2. 5. continue entering your new bid information (including new proxy specifications if desired). or save it to a location on your machine and review the document there. click Full List. To print a negotiation (for buyers): 1. The printed version of the negotiation is appropriate for public display since it excludes all internal data such as internal attributes. the clauses and deliverables are printed as well. If you cannot see all your negotiations. To continue placing a new bid. On the Rebid page. Click Create Bid to create a new bid. These negotiations are listed under the Your Negotiations at a Glance section. select Print Document from the Actions menu 3.2. 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). Page 173/209 . The printed version also does not include any price elements defined to the negotiation. mail or email. search for the negotiation you wish to print. click Cancel Proxy at the bottom of the page. click the Response number link. Government organizations in particular present solicitation packages according to a unified format. current prices. 3. 2. On the negotiation summary page. or names of invited suppliers. open and inspect the print directly. click Create Bid. 4. To view the details of your current bid. and click Cancel All Proxies. On the Negotiations Homepage.

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

If you placed a response before the amendment was made. there may be deliverables to which you must respond. 6. The Amendment History page has entries for the original negotiation and any subsequently amended versions. which you must review and acknowledge. Once you have acknowledged all the amendments. If Oracle Procurement Contracts is implemented by the buying organization. you are presented the first amendment. 8. Click the negotiation number link to view the original negotiation and its updates. Page 175/209 .11 How do I respond to a deliverable defined to a negotiation? Deliverables are additional requirements a buyer may request of a supplier over the course of a negotiation. The Review Changes page identifies the information that has changed. Click the suffixed number links to see the different versions of the sourcing document. To be considered for an award decision. 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. 9. This includes responses to any contract terms the buyer has defined. Review the information. Deliverables are part of the contract terms the buyer may have defined and are typically additional pieces of documentation that must be provided by the supplier. You use the Create Response page to enter your response to the buyer's negotiation.Oracle Sourcing Help To respond to a negotiation that was amended after your first response: 1. Click Acknowledge. 5. 2. Click "View Amendment History" to see the changes made to the original negotiation. Click Acknowledge Amendment. The negotiation summary page shows the original version of the negotiation. you must acknowledge that you have viewed the amendment and placed a new response 7. you can place a new response on the negotiation. or click the Review Changes icon to see what information changed between a version and its prior version. and then click the checkbox acknowledging you have reviewed the amendment. 3. Contract terms are displayed in the Contract Terms section of the page. 5. 4.2. The currently active version has the highest number and is the first entry in the table. The amended versions are suffixed with an incrementing counter. On the Acknowledge Amendment page. You can toggle between the current version and its prior version using the buttons. You are presented any additional amendments.

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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links. Then contact your system administrator. the steps you performed that led to the problem. or if you cannot view or access a specific page. may time out before the system receives the file. or task bar options? All system features are controlled by function security and your userid. particularly for large files. and apply only when you have selected "blanket purchase agreement" as the auction outcome. or if your upload does not complete. button. If you are using a slow dial-up connection. Users who are associated with this responsibility can access and perform specific features. try placing the file in a WinZip file to reduce the file size or using a faster connection to the system.1. Function security means that features can be used only by users who are allowed access to the features. task bar option.1. Your Sourcing responsibility assignments determine which features you can use. buttons. the connection.4 Why can't I access some pages.6 What if I have problems uploading files? Check the online Help about errors or failures. or multibyte languages (such as Chinese). 6. Agreement Start Date/Agreement End Date The period during which the blanket purchase agreement is effective. or other feature. 6.2 Glossary A Agreement Terms (Blanket Purchase Agreement only) Agreement terms are optional. If the feature in which you are uploading allows. Your system administrator controls function security by creating a Responsibility consisting of different functions. If you still cannot determine the cause of an error or failure. you should contact your system administrator to request additional function assignments. and (for bulk load jobs only) the job number.5 Whom should I contact about technical difficulties? If you experience technical difficulties with this system you should contact your system administrator.1. Total Agreement Amount Page 180/209 . link. If you receive a Task Access Restriction message. note the error text if any. some browsers will not upload files or browse directories whose names contain language-specific marks such as accents or umlauts. Note: Depending on how the system is set up.Oracle Sourcing Help 6. 6.

Depending on the category value assigned. . a short or long text message. For attachment files larger than 10 MB. a URL address of a file.mysite. such as technical specifications or engineering drawings. use an attachment URL. Approved Supplier List (ASL) All procurement organizations maintain lists that associate the items and services they buy with the companies who supply them. Attachments (Attachment URL) Attachments contain additional descriptive information about items. Debarred. This repository includes information about all suppliers with business statuses including Approved. 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. Data stored in a controlled. It is the maximum amount that can be issued against a blanket purchase agreement as long as the Amount Limit on the blanket purchase agreement is not increased beyond the Total Agreement Amount. Amount (with AutoIncrease) See Minimum Bid Decrement. is known as an Approved Supplier List (ASL). Total Agreement Amount applies only to RFQs or auctions with blanket purchase agreement outcomes.Oracle Sourcing Help Specifies the currency amount over the course of a blanket purchase agreement. or an existing document from the system document catalog. or New.doc) at which the attachment can be accessed.com/filename. Bid Ranking See Quote/Bid Ranking Bid Start Price See Quote/Bid Start Price Page 181/209 . and enter the full URL (for example: http://www. For each attachment negotiation creators select. either formally or informally. The file size limit for attachments is 10 MB. global repository containing relevant details about each ship-from/ship-to/item relationship. they identify the class of accessor by assigning the attachment a category value. Post the attachment file to an Internet site. Attachments can be an attached file. only the appropriate users can view the attachment.

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

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

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

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

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

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

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

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

. R Rank Indicator The rank indicator specifies how response rankings are displayed.. If allowed by the system administrator. The buyer can choose to display the scoring criteria to the suppliers. the buyer can select attributes other than price to be included in the best rank calculation. but if the buyer specifies one. In a Price Only negotiation the lowest price Quote/Bid receives the best rank. the buyer must define the currencies in which responses are accepted." displays "1" for the best Quote/Bid and sequentially numbers the remaining bids in order of rank. When creating a sourcing document. all quotes/bids in an RFQ or auction must be equal to or below the Start Price.Oracle Sourcing Help After you have submitted your proxy minimum bid amount. Q Quote/Bid Ranking Quote/Bid Ranking method determines how bids and quotes are ranked. The bids and quotes are ranked with the lowest price to total score ratio receiving the best rank. Response Currency If a buyer allows responses in currencies other than the negotiation currency. the buyer can choose between two methods.2.3. you cannot change this amount unless the minimum amount is met in the auction bidding. Quote/Bid Start Price The price at which Quoting/Bidding for an item must begin. "None" displays no ranking indicator. Once you have created a Page 190/209 . you can choose from three different indicators. A Start Price is not required. "1. In a Multi-Attribute Weighted Scoring negotiation. Reusable Price Element Lists Reusable Price Element Lists allow you to group several price elements which are related or are typically used together. Win/Lose displays "Win" for the best ranked Quote/Bid and "Lose" for all others. Price Only or Multi-Attribute Weighted Scoring.

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

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

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

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

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

see Section 4.1.1.Oracle Sourcing Help 7.1 «How do I run the reports?" Notes: Note the following when generating and evaluating report information o o o Any report displaying calculated amounts does not include any RFI amounts.1 What are the Awards by Supplier report? The Awards by Supplier report displays a summary of all awards made by the buyer to supplier(s). as well as the total amount awarded to this supplier. If Current Price is not available.3. Amounts do not include lines where award quantity and award amount are unspedified. Page 196/209 . Appendix 7. the report shows the total amount generated by each sourcing transaction.type (bid or quote). Savings is calculated by taking the difference between Current Price and Award Price and multiplying it by the Award Quantity.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. Copyright 2000 Three D Graphics. savings is zero. 7. For each supplier. You can sort the report by clicking on the any of the underlined column headings To run the Awards by Supplier report. Inc. Inc.

see "How do I run the reports?" Note: For the Auction Outcome report parameter. Page 197/209 . Any report displaying calculated amounts do not include any RFI amounts. Amounts do not include lines where award quantity and award amount are unspedified. Blanket Purchase Agreement. the report reflects only the system-hosted catalog item categories. the report reflects only the system-hosted catalog item categories. For each supplier. select Standard Purchase Order. To run the Savings by Item report. If Current Price is not available. savings is zero. or All Outcomes. Note the following when generating and evaluating report information: When entering a category search parameter. 7. 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. 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. see "How do I run the reports?" Note the following when generating and evaluating report information o o o o When entering a category search parameter.1.2 What is the Savings by Item report? Once you have the Savings by Category report generated. you can further drill down into the categories and display how much you have generated by item within that category.3 What is the Awarded Bids Detail report? The Awarded Bids Detail report displays detailed information about auctions for which business has been awarded.Oracle Sourcing Help 7. savings is zero. You can view the supporting awarded bid by clicking the Auction number or Bid number. You click the category to obtain a list of items within that category and how much revenue you have received off that item. Any report displaying calculated amounts do not include any RFI amounts. If Current Price is not available. the report shows the total amount paid to this supplier.1.

1. 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. or All Outcomes. On the Reusable Attribute Lists page. Page 198/209 . Note the following when generating and evaluating report information: o o o o When entering a category search parameter. Attribute lists are named groups of line attributes (line characteristics) that applies to a line in a negotiation. 2. click either Create Header Attribute List or Create Line Attribute List . savings is zero. Amounts do not include lines where award quantity and award amount are unspedified. To run the Awarded Quotes report. Active lists are available for use by buyers during negotiation creation. To create an attribute list: 1. the report reflects only the system-hosted catalog item categories.2 Reusable Attribute Lists 7. 3.1 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. You can view individual quote details by clicking the quote number. Buyer cannot create inactive lists .4 What is the Awarded Quotes report? The Awarded Quotes report displays information about the selected RFQs that have been awarded in the system. Click "Attribute" under the Reusable Lists area of Quick Links on the Negotiations Home page . Blanket Purchase Agreement. 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. 7. enter a name and description of your list and select a status.2.Oracle Sourcing Help 7. On the Create Header Atttribute List/Create Line Attribute List page. Any report displaying calculated amounts do not include any RFI amounts. see "How do I run the reports?" Note: For the Auction Outcome report parameter. select Standard Purchase Order.

a Weight column appears in the Attributes section in addition to the other attribute columns. Click Add Another Row and continuing defining attributes until you have finished entering attributes. Default maximum score. Select Scoring Settings above the Attributes table to define the defaults that will be used for your header attributes.Oracle Sourcing Help 4. You use this column to weight this attribute in relation to all the other header attributes. 7.1 What are header attributes and how do I use them? You can define header attributes that apply at the negotiation level. to calculate the value for a supplier's response to this attribute. 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. you can choose to also define header attributes. These attributes often solicit information about the supplier. Display scoring criteria to suppliers Select this checkbox to allow suppliers to see the criteria you will use when scoring their responses.3. You define the following defaults: Enable weights If you click this checkbox. 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. personnel qualification. You can enter a number that represents the highest number that can be entered for any header attribute. If you change the max score. See How do I score header attributes? for details on how weighted scores are used. it only applies to new attributes. Click Submit 7.3 What are score settings and how do I use them with header attributes? While defining your negotiation header. Weighted scores for all header attributes are added together to give the total score for a response. and financial visibility. Complete the required attribute fields. Weights are used along with the scores you enter during the analysis phase of the negotiation. Knowing such information provides you with a better understanding of the Page 199/209 .

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

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

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

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

On the Price Elements page. % of Item Price . Click "Create Price Element.a percentage of the final negotiated item price.how the cost for this price element is determined. 7.a fixed amount for each unit of the item.Oracle Sourcing Help To create a reusable price element: 1. When you have finished entering. From the Sourcing Welcome page. You can change the statue to Inactive to prevent the price element from being added to any negotiations. 4." 5.this code must be unique within all price element codes Price Element Name . Description . Click "Price Elements" under Auction/RFQ Tools. 3.4. Status . You can define the same price element to every language installed. click the Auctions or the RFQs tab. Per-Unit . On the Create Price Element page. Please see How do buyers and suppliers communicate while a negotiation is in progress? (See Section 2.a text description of the price element Pricing Basis .9) Page 204/209 .this name must be unique within all price element names. click Done. 6.8 Can suppliers communicate with each other while a negotiation is in process? This file has been obsolete. You return to the Price Elements page. Fixed Amount .The default status is active. enter information for the following fields: Code . select the language for which you are defining the price element. 2.a fixed amount regardless of the number item units.

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

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

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

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

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

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