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

..... 106 2. and how are they used? ..... and how do I use them in my negotiation?........................ 107 2................................................... 115 2............5 2...3............6 How do I download the responses I have received? .........3............9 How do buyers and suppliers communicate while a negotiation is in progress? ......... 91 2........11 How do I extend a negotiation that is in progress? .3.2.3.........4..........1 What are some negotiations strategies I can use? ...........3.......1...........................................4... 98 2.1 How do I access negotiations? .. 96 2. 107 2...................1...............................1..............13 What are global agreements.................11 Who can participate as team members? ..... 93 2.4....... 103 2.........................................................2 How do I monitor the negotiations I have created? ...............................1...13 What is shortlisting and how do I use it? ......9 What are amount based line types.1.................................... and how do I use them?..3 Monitoring Negotiations...3...4.....................................................................1..............................................................2........ 110 2.......... 100 2............3......................... 92 2....................................1.......................... and how do I use them in my negotiation?.....1................................................4 What are contract terms and conditions......... 104 2..2..........................................4................. and how do I use them?.............................3 Are there any shortcuts available when creating a sourcing document? ..........4.....4............ 108 2.3..4..... 103 2...6 How do I copy a sourcing document?..................5 How do I create a deliverable and use it in a negotiation document?...... 84 What are Reusable Price Element Lists.........14 How do I initiate a new round of responding?.........8 How do I view the backing information for lines AutoCreated from Oracle Purchasing?.........10 How do collaboration teams work? ...3.......... and how do I use them?................... 86 2.............7 How do I analyze the responses I have received?.1.............. 97 2........ and how do I create and use them? .....................3 How do I respond on behalf of suppliers without Internet access?........................... 105 2..........4 Can I create and save sourcing documents without submitting them? ..............4............ 112 2......... 95 2...............................................................1........................5 How do I use the Graphic Monitor to compare competing quotes or bids for a particular negotiation line?..................... 106 2.....3.............1 How do I create a deliverable and use it in a negotiation document?........................................................ 100 2. 99 2......................4 What are Your Negotiations at a Glance?..7 What are price breaks............................. 96 2.....................................2.......................................8 What are price breaks.......................4 Additional Creation Topics .......... 114 2..2 Using Oracle Services Procurement and Oracle Procurement Contracts...4.........3......1.......................................... 84 2...............................................................7 What are contract terms and conditions......................12 How do security levels work? ..... 109 2........................3................... 117 Page 5/209 2................................... 102 2...................................3 How do I define services related lines?. 116 2........................................ 88 2....12 How do I change my auction's AutoExtend settings while the auction is in progress?...............10 Can I invite additional suppliers to a negotiation I've already created? ....Oracle Sourcing Help How do I use price elements? .... 102 2.1......3........2 What is a sourcing event? ..4..........4....................... 105 2................. 98 2.. 88 2.......1.........................................................3............................................ 114 2.........4....3.........................1..................3....1..............3........................1........6 ........1....................2 What kind of services can I negotiate for?................

........... 120 2........ 144 What is the Awarded Bids Detail report? .........1....................... 143 4...............16 How do I cancel a negotiation?................4.....................................................8 How do I allocate backing requisitions among awarded items? ............................2 What is the Savings by Category report?......1 What is Sourcing Intelligence? .................3...1........... 135 2......................................12 How do I generate a purchase order document? .......1.....2 How do I unlock and unseal a sealed RFQ or auction? .................2.............. RFQ.......19 How do I view the approval history for my negotiation? .......Oracle Sourcing Help How do I close a negotiation before its scheduled close date and time?..................... 137 2.........2 What are the Sourcing Intelligence reports I can generate?...............15 .............. 124 2......3....... 137 2..1...........7 How do I use a spreadsheet to award negotiation items?................... 145 4.................4........ 124 2...................... 138 2.........................1....................3 How do I export data to a spreadsheet? .......................5 Searching.................. 136 2...............17 How do I create an amendment to a negotiation? ..2..............................................................2. 124 2................. 142 3........6 Searching for addresses:........................................................ 131 2................................................................... 143 4.........6 How do I manually score header attributes? ................10 What information is contained on the Award Summary page? .... 147 4....................................2 Intelligence Reports ... 138 2......1..........................5.........................11 Can I see information on my negotiations once I have completed awarding them? ........ or auction? ......................5 Searching for lines and categories..................... 139 2............ 140 2...................... 147 4.....3.....2 Savings by Category report. 141 3............................................................3 Searching for draft negotiations ....................4....................................... 148 Page 6/209 2...........1 Introduction to Sourcing Intelligence......3....................................................4.......4.......................3 What are the different methods I can use when performing awards? ................................1........4.......................1..................... 120 2......5.....3.............2.......................4................1......5 How do I download the responses I have received? ..................4..................3.........13 What is contract binding?....................................1........................2.......... 139 2.................................................. 129 2.20 How do I manage deliverables I have assigned to a negotiation?........ 143 4. 127 2. 130 2................................................1...........4................................. 123 2..............1 How do I update my Sourcing personal options? .....1 How do I run reports? ...... 122 2....9 How do I disqualify responses I receive for an RFI...........................2 Searching for all negotiations to which you have access:............4 Awarded Quotes report .. 124 2........1.... 145 What is the Awarded Quotes report? .. 120 2.....................................4............. 133 2...... 128 2...........................................................1.............. 144 4....7 Searching for lists................................. 147 4.......................1 How do I search for information on Oracle Sourcing? .....4.............................5.......... 145 4.................1....................... 137 2...........................................4...................18 How do I print information on my negotiation? ...........................5..4 Awarding Negotiations .............. Sourcing Buyer Intelligence Reports.................................................................1......................1 Searching for your negotiations in which you are participating: ........1 What is the Awards by Supplier report? ......4 How do I award business in an RFQ or auction?.............................................5.4........1 How do I view the responses I have received? .. My Profile ...... 142 4....5.........2.......................1 Awards by Supplier report ........... 144 4.......5...............3 Awarded Bids Detail report .. 141 2........... 143 4......... 143 4....................................4 Searching for suppliers:..5.... 121 2...................................3.................. 133 2..

.................................. Help for Sourcing Suppliers................... 161 5..................................................................2........... 167 5............................... 164 5............8 How do I turn off proxy bidding? ...................................................................................7 How do buyers and suppliers communicate while a negotiation is in progress? ......2...................1............... 177 6.......................................2........... 170 5...........1 How do I monitor negotiations to which I've responded? .......................1..................................2............... 178 6........2 How do I use Quick Links?................1 Responding to Negotiations...... 163 5.............................1.................................. 163 5.........................3 Searching................... 153 5..................1................................... 176 5... 172 5............ 159 5.1..1.................3 What is a WinZip (or zip) file? ........... 154 5......... 167 5............1. 169 5................2............................ 158 5............7 How do I view the attachments associated with the negotiation to which I am responding? .....................9 What is AutoRefresh? ........1....2.....12 How do I respond to a service-related line?.................................... 150 5........ 178 6..1............ 178 6...........................................1 What are the benefits of registering and participating in this system? ....................9 How do I print information on my negotiation? ............................1................................10 What is proxy bidding and how does it work?........................................5 How do I respond to a Request for Information (RFI)?......................................... 150 5...............2...... 151 5........................3 How do I respond to a negotiation? .............................................................................. 164 5....3............................................................. 167 5. 174 5.2......2 How do I use Quick Links?................................6 What information is contained on the Rejected Items page?..................................................... 158 5....17 How do I respond to an amendment to a sourcing document? .... 166 5.....................2......................4 What information is contained on the Disqualified Responses page? .. 179 Page 7/209 ...............1........ 177 5.............1..... 168 5...5 What information is contained on the Awarded Items page? .....................1..1 Additional Topics ......14 How do I rebid on an RFQ or auction? ...........................................1.. 179 6.1 How do I search for negotiations? ..... 162 5..................................................................................................................2......................12 What is power bid?......................4 How do I view the details of a negotiation before placing a response? .............13 How do I download a spreadsheet and respond offline?............................Oracle Sourcing Help 4....6 How do I submit a response online? ....... 167 5.....2............2 Can international companies participate? ................................................................1.....15 How do I respond to a negotiation that has gone to an additional round of responding?....................................1........2.1.. 165 5............................................................... 149 5...10 How do I respond to an amendment to a sourcing document? ..............3 What is the Awarded Bids Detail report? ........16 Why would a negotiation have special terms and conditions? ........................ Additional Information.....................1.1...................11 How do I respond to a deliverable defined to a negotiation?.......................................1... 152 5........4 What is the Awarded Quotes report? .............. 170 5.....................2.................1 How do I access negotiations? ................................... 175 5.............19 How do I respond to a service-related line?...........3 How do I track the status of my responses?.....1.................... 159 5.......................... 148 4............11 How do I turn off proxy bidding? ..............2 Monitoring Negotiations......2................18 How do I respond to a deliverable defined to a negotiation?.....8 How do I use item attributes and price elements when responding to a negotiation? ............... 150 5......................... 152 5..... 173 5...........1.. 161 5.................................................

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

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

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

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

4 “How do I create and edit a reusable invitation list”) Sourcing Template (See Section 2.Oracle Sourcing Help 1. enabling them to efficiently obtain the best possible prices for goods and services. but on lead times. “How do I create and edit negotiation templates?”) and Copy features (See Section 2.1.2.7 “Can I accept responses in multiple currencies”) Multiple Language support Notes and Attachments (See Chapter 6. Common Functionality All sourcing document types have the following common functionality to simplify the negotiation creation process: Reusable Attribute Lists (See Appendix 7.2. and then use that information to create negotiations that drive prices based not only on price. Page 12/209 . who might never meet face-to-face.1 Frequently Asked Questions: Oracle Sourcing 1.1.requests for quotations (RFQs).1. requests for information (RFIs).2.2.1. quantity. Buyers and sellers.16 “Why would a negotiation have special terms and conditions?”) RFIs Oracle Sourcing allows buyers to qualify a wide group of suppliers and their products and services using RFIs.2 Getting Started with Oracle Sourcing 1. and item-specific attributes. can bypass intermediaries and establish relationships that might not have been possible using more traditional methods of buying and selling. The four different types of sourcing documents available . Buyers can use the information obtained to subsequently conduct an RFQ or buyer's auction. Buyers use real-time interaction to obtain information on suppliers' products and services. and buyer's auctions.3.1 What is Oracle Sourcing? Oracle Sourcing offers flexible negotiation capabilities to buyers and sellers.6 “How do I copy a sourcing document”) Multiple Currency support (See Section 2.1.2. Prices are established based on actual supply and demand at the time the negotiation is transacted.4.2 “Glossary”) Terms and Conditions enforcement (See Section 5.1 “How do I create an attribute list?”) Reusable Invitation Lists (See Section 2.1.1.

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

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 .

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

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

11/2.Oracle Sourcing Help Attribute Based Bidding (See Section 5.15) scheduled close Minimum Bid date.8) RFIs use item attributes to solicit item information from suppliers.2.11) 2.1.11) Buyers can Manual Extend (See manually extend Section 2.10) Bidding (See Power Bidding (See Section 5.1. Manual Extend/Early Close (See Sections 2. Multiple Quotes The RFQ business process allows suppliers to submit a single quote per round. item information. Multiple If allowed by bidders may multiple bids. have previously created.4.1.4.1.1.11) Price Breaks (See Section Price Breaks (See Section 2. or any other users in your organization.3. The details of the document such as the controls.8) 5.7) 2.1.1. Page 17/209 .1.3.1.1. Bids buyer.2) Information obtained during the RFI can be used to create a new negotiation document.7) 1.1.8) Price Elements (See Manual Section 5.1.3 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.4.8) Extend/Early Close (See AutoExtend (See Section Section 2.11) an RFQ or close an RFQ earlier Early Close (See Section than the 2.4.4.10) Price Elements Attribute Based Bidding (See Section (See Section 5. Convert to negotiation document (See Section 2.1.4. Decrement/Increment (See Section 2. terms and conditions.8) Section 5.15) Buyers can manually extend an RFI or close an RFI earlier than the scheduled close date. and invitation list are copied into a new document which you can edit if necessary.1. submit Other Proxy Bidding (See Attribute Based Section 5.

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

Item attributes and their responses comprise the heart of the RFI process. and delivery. 1. in essence "answering" the buyer's question. 1. you can click "Continue editing your draft. How do I continue working on it? You can continue working on a document saved as a draft by After clicking Save Draft.7 I just saved a negotiation as a draft document. From this page. The buyer then uses the suppliers' responses to qualify the group of suppliers and to determine the best set of suppliers with which to later conduct a negotiation.2.2.1. quantity. these lists are shared across all document types and can be accessed by the buyer as required." Alternatively.2. you can click "Manage Draft Negotiations" to access the Manage Draft Negotiations page.2. When creating an RFI.5 Are reusable invitation lists and reusable attribute lists shared across all three negotiation types? Yes.1.1. or display only. ensuring that only one user can work on a draft at any time. The document is released when Page 19/209 . These attributes represent important aspects of the item for which the buyers need information from their suppliers. 1.6 What is attribute based negotiation and how can I use it? Attribute based negotiations enable buyers to define multiple item-specific characteristics.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. that allow bidders/suppliers not only to respond to the price.1. You are granted exclusive control until you release it.Oracle Sourcing Help 1. buyers define attributes for negotiation items.2. optional. Suppliers reply to the item attribute. these attributes can be either required. 1. you see the Confirmation page.1. called item attributes. From this page you can access and edit any of your draft negotiations. 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. but also to other features salient to each item. Depending on the setting chosen during the negotiation creation.

making it available for award. 1. (The original creator can always unlock a draft. can I award business to quotes/bids from the previous round? Once you save a new round of Quoting/Bidding.Oracle Sourcing Help You save it. Negotiations lines entered directly in Oracle Sourcing can include item numbers and item revisions if the item information was retrieved from the Item Master. such as the Sourcing Super User.1. You can save an negotiation as a draft as soon as you get to Step 2. can unlock draft auctions/RFQ which were locked by other users.9 What is the minimum information I need to enter before I can save a draft negotiation? Enter the information required for Step 1 of the creation process. 1. If you wish to create a draft for a new round. The information from the previous round is enough to save a draft.2.) Another user removes the lock. the system automatically updates the status of the previous round to Round Completed.) 1.11 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. However. The system automatically updates the status of the previous round to Closed.2. You submit it (the draft becomes a valid negotiation in the system).1.2.1. What are the differences? You can create RFQs and auctions in both Oracle Purchasing and Oracle Sourcing.1. You delete it from the Manage Draft Negotiations page. you are not required to enter any information.2.10 If I have saved a draft of a new Quoting/Bidding round. It is removed from the system. Each has its own benefits: Page 20/209 . you can delete the draft for the new round from the Manage Draft Negotiations page. The draft creator selects the draft and clicks Unlock on the Manage Draft Negotiations page.12 I know I can create RFQs and auctions in both Oracle Purchasing and Oracle Sourcing. Negotiations with Round Completed are not available for awarding. 1. (Users with the appropriate function security.

1. the system calculates a weighted score for each attribute response and a Total Score for the item. The goal of scoring is to motivate a respondent to respond with quotes/bids most closely matching the desired attribute values. The higher the weight. the requisitions become available again to AutoCreate in Oracle Purchasing.1. the more important the attribute to the item. New buyers can then manage the requisitions as needed.Oracle Sourcing Help RFQs/auctions in Oracle Sourcing Real time bidding. or need-by date. 1. the more desirable the attribute value or range of values. Page 21/209 . It then ranks the scores for the same item from different respondents based on a Price to Total Score ratio. Scores are numbers between zero and 100 and are assigned to each possible attribute value or range of values.2. Weights and scores can be assigned to the custom attributes. breaks. 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. This allows the buyer to define the relative importance of each attribute by assigning weights to these attributes and scores to expected values for each attribute. The old Sourcing negotiation number remains on the requisition line until a buyer creates a new negotiation using the requisition. The higher the score. quantity.2. Scores represent the desirability of that attribute value or range of values compared to other values. monitoring analysis and RFQs/auctions in Oracle Purchasing Integrated with the item master RFQs can be created by copying from blanket agreements Online Quoting/Bidding possible Spreadsheet Quoting/Bidding possible Suppliers can quote using EDI Buyers and suppliers can negotiate on Buyers and suppliers can create price price elements. As responses are received. Custom attributes having weights and scores are called weighted attributes and require a response.13 What happens if I cancel a negotiation having backing requisitions in Oracle Purchasing? As soon as you cancel a negotiation with backing requisitions. 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 lowest ratio among competing responses may not offer the lowest price.2. However. you can allow bids or quotes in currencies other than the negotiation currency. It is the ratio of Quote/Bid price of an item to the sum of the weighted scores of all the Quote/Bid values submitted for that item. 1. The buyer can still award the item regardless of the ratio. the buyer can still award the negotiation to any supplier regardless of the Price to Total Score ratio values. you can invite these users Page 22/209 .Oracle Sourcing Help 1. delivery dates and attributes of an item.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. but it offers the lowest price per point of score.1.2. 1. When you create a new negotiation. suppliers can quote/bid on price. To lower the ratio for an item included in a bid. The lowest ratio receives the highest rank.16 What is the difference between Price-Only and Multi-Attribute Weighted Scoring RFQs/auctions? In a price-only negotiation. In a Multi-Attribute Weighted Scoring negotiation. however.17 Can I accept multiple currencies in my negotiation? Yes. reflected in the Price to Total Score ratio.2. quantity.1. the bidder/supplier must lower the Quote/Bid price for the item and/or submit responses to the weighted attributes that increase the total score for the item. the 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. item attributes can be scored and weighted. 1. it offers the best value for the money. In both price-only and Multi-Attribute Weighted Scoring negotiation.2. Though suppliers in a multi-currency negotiation can submit responses in several currencies.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. In other words. Whenever you view the responses you have received. the negotiation currency defaults to the functional currency defined for your operating unit. The winning response is decided based on the buyer's definitions of the relative importance of item attributes. the system ranks the supplier only on the basis of price. they are allowed to respond in only one currency per response.

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

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 . Event Recipient Purpose To inform them that the negotiation is open for previewing or bidding To invite them to acknowledge intent. enter the required information.20 What is the purpose of notifications? Who receives them and when? Notifications are used to communicate specific events to users. and participate in the negotiation Preview or open Buyers date/time Preview or open All invited suppliers date/time Preview or open All invited date/time contacts additional To invite them to register. click "Register a Supplier User.19 How can I invite suppliers to participate in my negotiation? You can invite suppliers to participate in your negotiation by selecting them from the Supplier Master or by applying predefined invitation lists.1. acknowledge intent.1.Oracle Sourcing Help To register a user yourself: Anyone with the Sourcing Super User authorization. can directly register and approve users.2. Click Register. 1. a buyer with the appropriate authorization can add the company to your Supplier Master). 1. You receive a confirmation that the new user has been registered. Search for and select the supplier company name by using the flashlight icon (if the supplier company information does not exist within the system. On the Register an External User page. From the Portal page." 2. Select the applications to which the user will have access. Invitations are automatically sent to each supplier. 1.2. 3.

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. The negotiation duration is the length of time between either the preview date (if the buyer specified one) or the open date. 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. Negotiation Duration Reminder Email Sent Equal to or less than One hour after the Preview/Open Date 24 hours Page 25/209 . and the close date.2. or all a certain Quote/Bid has been quote suppliers in the sealed disqualified RFQ.21 When does an invitee receive a reminder email notification? If companies do not acknowledge participation by a certain time.1. Cancel negotiation a All invitees and suppliers To notify them the negotiation is closed To notify the suppliers that the RFQ or auction has been awarded and how many lines have been accepted or rejected Award an RFQ or All suppliers auction Starting a new Suppliers who are invited To invite them to participate in an round in an RFQ for the new round additional round of negotiation or auction All suppliers from the Starting a new To notify them that they are not previous round who are round in an RFQ invited for the additional round of not invited in the new or auction negotiation round Invitee not acknowledging Supplier intent within the responded allowed time who hasn't To inform and encourage invitee to acknowledge intent to participate 1.

you can download a spreadsheet which you can complete offline to specify your response information. 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. However. 1. If the buyer starts another round of negotiation before the reminder time.2.1. however. if they are added after the original reminder time. 1.1. It is not mandatory to acknowledge your intent before submitting responses.2.2. Page 26/209 .24 What is the quickest way to respond to a negotiation that has many line items? If the negotiation you wish to respond to contains many line items. then invitees do not receive a reminder.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. these new invitees receive reminders at the original time. they receive it at the original reminder time. you can respond to negotiations created by your company's affiliates.23 Can I respond to a negotiation created by someone in my company? No.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 upload it to enter your responses into the system to. Otherwise. canceled or deleted before the reminder time. Such acknowledgments are intended to enhance communication between buyers and suppliers and inform buyers of the potential participation. then invitees do not receive any reminder. If additional companies are added before the original reminder time. Once you have completed this spreadsheet. they do not receive reminders. Bulk loading is also useful if you respond in similar negotiations that occur repeatedly. If the negotiation is closed. the reminder is not sent. You cannot respond to any negotiation that your company owns.1. 1.

On the Award Summary page.2.2. On the Negotiations Summary page.2. you can enter a maximum of 2000 characters.25 Can I invite additional suppliers to an RFQ or auction I've already created? Yes. Any user assigned the appropriate job function can add suppliers to an RFQ or auction any time before the close date and time. 1. you can require a particular indicator be used for all negotiations. For a Note field.1. You can also search Oracle Purchasing by entering the original requisition information. and then click "Negotiations Configuration. which includes the purchase order numbers along with other information. click the response number link to view the information on that response including the corresponding purchase order created for that response.27 Can the system administrator require buyers to use a certain rank indicator? Yes. select Award Summary from the Action menu and click Go." Select the indicator and specify whether users can override your selection.1. Click the Administration tab.1. In Oracle Sourcing. Page 27/209 . You can search for the purchase orders in Oracle Purchasing by entering the negotiation data. As the system administrator. the negotiation number. for example.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.Oracle Sourcing Help 1.26 How many characters can be entered into the Item Description and the Note fields? For an Item Description field.1.2. You can check your Notifications for the Purchase Order Creation Notification. access the negotiation whose associated purchase orders you wish to see by entering the negotiation number into the Search Negotiations fields. This displays all purchase orders for a particular negotiation. you can enter a maximum of 240 characters. 1.

3 “How do I respond to a negotiation”).Buyers can monitor real-time quote activity and take appropriate action. RFQs enable buyers to collect quotes from suppliers for complex and hard-to-define items or services.2. 4. 3. Page 28/209 .5 “How do I use price elements”).1. 2. Reusable invitation lists (See Section 2. Price elements (See Section 2. Once suppliers have submitted an initial round of quotes.1. Suppliers cannot view competing quotes while the negotiation is in progress.1. Buyers initiate RFQs that may include multiple line items by publishing the RFQ and inviting suppliers.2 Getting Started with RFQs RFQs support the full business process to solicit quotes from suppliers. RFQ Capabilities RFQ templates (See Section 2. RFQs typically consist of multiple rounds with competition focused on whether supplier(s) can meet the specific requirements.3 “How do I create and edit negotiation templates”). Once the RFQ is completed. RFQ monitoring (See Section 2.1.2. suppliers are immediately notified of the results via online notifications. RFQs supports both blind and sealed RFQs.4.2.Suppliers view the RFQ details and submit their quotes online.1 “How do I create a new negotiation”). Buyers analyze the quotes and either award the RFQs or modify the RFQs and open them for another round of quoting. Quote preparation and submission (See Section 5.5.2 “How do I monitor the negotiations I have created”).Oracle Sourcing Help 1.4 “How do I create and edit a reusable invitation list”). RFQ creation (See Section 2.4 “How do I award business in an RFQ or auction”). buyers can review quotes and award the RFQ or submit a modified RFQ for another round of quoting.3.2. Reusable attribute lists (See Appendix 7. RFQ modification or awarding (See Section 2. RFQ is typically used for complex items or services such as made-to-order manufacturing items or construction projects.1. Steps in the RFQ process include: 1.1. The suppliers' responses to the RFQ allow the buyer to compare quotes and negotiate the best price and specifications for the good or service.1 “How do I create an attribute list”). The RFQ process usually lasts days or weeks through multiple rounds of negotiations.

2 “Glossary”).4. Canceling RFQs (See Section 2.Oracle Sourcing Help Price breaks (See Section 2.6 “How do I submit a response online”) and offline (spreadsheet quoting). or auction”).3. Sourcing Events (See Appendix 7. Monitoring quote activity in real-time (See Section 2.14 “How does Oracle Sourcing use information in Oracle Purchasing when AutoCreating draft sourcing documents”).4.1.6 “Why are some RFQs and auctions associated with a sourcing event”).5.2 “How do I monitor the negotiations I have created”).16 “How do I cancel a negotiation”)and Disqualifying quotes (2.1.14 “How do I initiate a new round of responding”). Graphic RFQ monitor (See Appendix 7.4 “How do I award business in an RFQ or auction”).9 “How do I disqualify responses I receive for an RFI.4. Capture Total Cost (See Appendix 7. Real-time status updates Notes and attachments (See Section 6. Online or offline awarding capability (spreadsheet awarding).1.4. Multiple RFQ styles: blind or sealed (See Section 6.13 “How do I download a spreadsheet and respond offline”).7 “What are price breaks. and how do I use them”).4.1.16 “Why would a negotiation have special terms and conditions”) Quoting online (See Section 5.5 “How do I use the Graphical Monitor to view responses to items in my negotiation”) Purchase order generation Attribute based quoting (See Section 5.1. RFQ.2 “Glossary”).15 “How do I close a negotiation before its scheduled close date and time”). Manual extend (See Section 2. Page 29/209 . Integration with Oracle Purchasing (See Section 2.7 “What are reusable price elements and how do I create them”). (5. Terms and Conditions enforcement (See Section 5.4. (See Section 2.11 “How do I extend a negotiation that is in progress”) and early close features (See Section 2. Quote comparison (See Section 2.1. Multi-round quoting (See Section 2.8 “How do I use item attributes and price elements when responding to a negotiation”).5 “How do I use the Graphic Monitor to compare competing quotes or bids for a particular negotiation line”).5.

You can contact the buyer who created the RFQ and ask to have your quote disqualified.2 Can I submit multiple quotes per round? If allowed by the quote controls. 1. You can prepare your list of RFQ items offline and upload the completed spreadsheet.2. The system validates the data.3.1 What are the Unlock Date and the Unseal Date? The Unlock Date is the date when the buyer unlocks the closed RFQ to view the received quotes.2.5 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. Quotes are converted to the RFQ currency for quote review. but quote disqualification is at the discretion of the buyer. It is the RFQ buyer's reference and review currency.3. 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. This allows you to create your multi-line RFQ quickly.3 Can I cancel or retract my quote? No. ensuring the integrity of the submitted RFQ items. 1.Oracle Sourcing Help 1. you can upload items using a spreadsheet. Page 30/209 . but you must enter the weights and scores for an item's scored attributes online.3.2.3. The Unseal Date is the date when the buyer unseals the unlocked RFQ allowing the suppliers to view the quotes as well.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. 1. In a Multi-Attribute Weighted Scoring RFQ. 1. Suppliers can choose the Quote currency in which they will place their quotes.2.2. you can submit multiple quotes within the same round.2.3 Frequently Asked Questions: RFQs 1. Quote Currencies Additional currencies in which quotes will be accepted.

1.Oracle Sourcing Help 1. the Promise Date is required only if the RFQ uses multi-attribute weighted scoring and Promise Date is one of the scored attributes. the Promise Date is optional. 1.2.3. An automatic invitation will be sent to each invited supplier.9 Is an RFQ always blind or sealed and why? An RFQ is always either blind or sealed.7 How can I view the quote values for all the price elements of an RFQ item? You can view the quote values for an item's price elements from the Negotiations Summary page.2. 1. Once the supplier has provided you the email address. In an RFQ whose outcome is a blanket purchase agreement. When creating additional rounds for an RFQ. Page 31/209 .3. spreadsheet items are validated to ensure the integrity of the submitted quote. 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. During the upload.3.2.2.10 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. 1.2.11 Can I invite additional suppliers to subsequent rounds of an RFQ? Yes. 1.6 What is the most efficient way to quote on many line items in an RFQ? If an RFQ consists of many line items. This is one of the feature of RFQs and mirrors the general off-line behavior of this negotiation model. you can enter the address in the Additional Contact Email field during negotiation creation.8 What is the Promise Date. You can invite suppliers by selecting them from the supplier master list. Promise Date is an required field. See How do I invite suppliers to my RFQ or auction? for details on identifying contacts. completing multiple item attributes. you can invite additional suppliers by using the same process employed during the initial RFQ creation.3.3. When Promise Date is an optional response.3. Suppliers complete the quoting process by uploading the spread sheet back to the system. Downloading the RFQ contents allows suppliers to quickly respond. In all other cases. and why would I enter one? In an RFQ whose outcome is a standard purchase order.2.

On the Start New Round page. you can see how many quotes are being placed. select Close Early from the Action menu to close the RFQ.3. 1.13 Why can't I see the graphical monitor in a sealed RFQ? While an RFQ is sealed. 1.15 How do I start another round of quoting in an RFQ? Once an RFQ has been closed. you can use the Graphical Monitor to view quotes.2.2. you cannot see either the name of the respondent or the details of the bid until you unlock 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 . 1. Use the negotiation number in the Search Negotiations fields on the Negotiations Home page to access the negotiation.2. can I see who is bidding? In a sealed RFQ.14 Can I close my RFQ earlier than the original close time? If you select the Early Close option when specifying quote controls.3. you can start another round of quoting.3. On the Negotiations Summary page. Select Start New Round from the Action Menu. 2.Oracle Sourcing Help 1. none of the details are available for viewing by any suppliers. 3. however.12 In a sealed RFQ. Once the buyer has unlocked and unsealed the quotes.2. you can manually close your RFQ earlier than the original close date/time. 1.3.

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. flexible auction capabilities to buyers so they can efficiently obtain the best possible price for goods and services. Prices are established based on actual supply and demand at the time the auction is transacted. Auctions enable buyers to solicit bids for goods and services that are clearly defined. the bidding process moves quickly which results in increased competition. Creating the auction (See Section 2. although the close time can be extended manually or automatically based on last minute bids.3. Negotiations allows buyers to establish either public or private auctions to meet the specific needs of buyers.1 “How do I create a new negotiation”). 2.1.3 “How do I respond to a negotiation”).1.1.2.4 Getting Started with Auctions Getting Started with Auctions Auctions offer complete.2.The buyer defines the auction and includes all the auction item information. such as office furniture or memory chips. typically a matter of a few days. Steps in the auction process include: 1. the business terms and conditions and intended bidders. Because most auctions are open for short periods of time. Bidders participate in the auction by viewing the Page 33/209 . Auctions are typically focused on creating competition between bidders. quantity and item-specific attributes. Auctions last for a set period of time.Oracle Sourcing Help 1. Auctions allow real-time interaction to drive dynamic prices based on information that extends beyond price to include lead times. Responding to the auction (See Section 5.

Power bidding (See Section 5.3. Multiple Auction styles: open.1.2.4 “How do I award business in an RFQ or auction”). Autoextend feature (See Section 2. Minimum Bid Decrement/Increment (See Section 2.2.1. and how do I use them”).15 “How do I close a negotiation before its scheduled close date and time”).1.7 “What are reusable price elements and how do I create them”).2 “How do I monitor the negotiations I have created”).1. Auction features include: Auction templates (See Section 2.The buyer and all other participants can monitor the real-time activity during the auction and take action as necessary.4.1.6 “Why are some RFQs and auctions associated with a sourcing event”). Attribute based bidding (See Section 5.Oracle Sourcing Help auction items and submitting bids online. bidders are immediately notified of the auction results via online notifications.8 “How do I use item attributes and price elements when responding to a negotiation”).10 “What is proxy bidding and how does it work”).12 “What is power bid”). Capture Total Cost (See Appendix 7.1.7 “What are price breaks.11 “What are response controls”).3. bid attribute value(s).1. Once the auction is completed. Sourcing Events (See Appendix 7.3 “How do I create and edit negotiation templates”).11 “How do I extend a negotiation that is in progress”) and early close features (See Section 2. Monitoring the bid responses (See Section 2. Price elements (See Section 2.11 “What are response controls”). The buyer analyzes the bids and awards the auction based on the price. Reusable invitation lists (See Section 2. Reusable attribute lists (See Appendix 7.2 “Glossary”). blind or sealed (See Section 6. bidders can view competitive bids during the auction.4.2. Manual extend (See Section 2.5. If permitted by the auction rules. Evaluating and awarding bids (See Section 2. Price breaks (See Section 2.4.1. 3.1 “How do I create an attribute list”). 4.5 “How do I use price elements”).1. bid quantity.1. Page 34/209 . Proxy bidding (See Section 5.1.4 “How do I create and edit a reusable invitation list”).

4.Oracle Sourcing Help Canceling auctions (See Section 2.2 “How do I monitor the negotiations I have created”).1.4. Page 35/209 . Graphic Auction Monitor (See Appendix 7.13 “How do I download a spreadsheet and respond offline”). Purchase order generation Real-time status updates Bidding online (See Section 5. Bid comparison (See Section 2.16 “How do I cancel a negotiation”) and Disqualifying bid (2.1.1.5. (See Section 2. Online or offline awarding capability (spreadsheet awarding).5 “How do I use the Graphical Monitor to view responses to items in my negotiation”) Notes and attachments (See Section 6.2 “Glossary”).4 “How does Oracle Sourcing use information in Oracle Purchasing when AutoCreating draft sourcing documents”).5. Monitoring bid activity (See Section 2.1.4 “How do I award business in an RFQ or auction”).6 “How do I submit a response online”) and offline (spreadsheet bidding). (5. RFQ.4. Integration with Oracle Purchasing (See Section 2. or auction”).5 “How do I use the Graphic Monitor to compare competing quotes or bids for a particular negotiation line”).9 “How do I disqualify responses I receive for an RFI.

1. All registered users in a company can bid on the same auction. They have the appropriate function security (See Section 6. 1. The buyer can also choose to display the target price to the bidders for reference. 1.3 Why isn't there a target price for every item? Target price is an optional value.1.5.2. 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 auction to which they are responding is not owned by their company 2.2. 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.5.5. Page 36/209 . Blind: Only the buyer can see the bid content Sealed: Neither the buyer nor the suppliers can see the bid content until the auction closes.1 What are the different auction styles? The buyer can choose from three types of auctions: Open: everyone can see the bid content.2. Note: Two people from the same cannot quote in the same RFQ. provided that: 1.2.2 What is the difference between Quote/Bid start price and target price? When creating a new RFQ or auction. The bid controls for this auction allow multiple bids per round .Oracle Sourcing Help 1. someone else at your company can award an auction created by you.6 Can two people from the same company bid on the same auction? Yes. or task bar options”).4 “Why can't I access some pages.2. Buyers are not required to designate a target price for every item. 1.5 Frequently Asked Questions: Auctions 1. but only the buyer can see the identity of the bidder. buttons. 1.5 Can someone in my company award an auction that I create? If granted the appropriate authorization.4 What is the target price used for? The target price is mainly used for internal performance analysis for the buyer.5. and 3.2. Everyone can see the bid content once the auction is unsealed.5. links. You can elect to display the target price to participants.5. The target price is the price you hope to pay for one unit of an item. The buyer can see the bids once the auction is unlocked.2.

8 If my RFQ/auction is open to all suppliers. 1.2. or auction has closed. RFQ. After you initiate a new round of responding.2.1. can they view each other's bid details? Depending on the auction style. you might want to send invitations to increase specific suppliers' awareness of your RFQ/auction and encourage participation.5. Page 37/209 . you can initiate a new round of responding if you set the controls to allow multiple rounds of responses (RFQs always permit multiple rounds of quoting).Oracle Sourcing Help 1.5. none of the previous responses submitted are available for awarding. When you invite a supplier (See Section 2. 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. why would I invite suppliers to participate? For a public RFQ/auction.9 How do I initiate a new round of quoting or bidding? After your RFI. However.13 “How do I invite suppliers to participate in my negotiation”) to participate.7 When two respondents from the same company place bids. and your RFQ/auction appears in that supplier's "Open Invitations" list of invitations.2. that supplier receives an e-mail notification about your RFQ/auction.5.1. you are not required to send invitations to any suppliers.

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

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

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

2.16 What is a Single Best Bid? A Single Best Bid is a response to an auction that allows only one bid per company.2.12 Why can't I always view scores and weights set up by the buyer? The buyer can optionally hide scores and weights from the bidder.13 Why are display-only attributes not visible in the Bid Compare page? Display only attributes are used to convey information to bidders.2.11 Can a bidder retract a bid? If a bidder has submitted. no other user at the same company can bid. 1. Bidders cannot respond to display only attributes so there is no value for comparison. 1. For example. that is. You can also specify if the autoextend is for the entire auction or particular line items.14 How can I extend an auction beyond the close date/time? You have two ways of closing an auction before its originally specified time by selecting either the Manual Extend and/or AutoExtend bid controls when creating the auction. 1. however.5.5. The response is at the company level.5. Manual Extend allows you to manually extend your auction close date/time before the auction closes. the bidder can contact the buyer and ask to have the bid disqualified.5.2. the bidder can only view the resulting Price to Total Score for a bid. AutoExtend extends the duration automatically if new bids are received in the closing minutes of the auction.2. 1. When the bid control "No . You can specify whether the auction is extended from the original close time or from the time when the winning bid has been received. You can also define the total number of auto extensions and the extension period. Bid disqualification. a company can place one bid in each round when being invited to that round Page 41/209 . When the buyer hides scores/weights. best bid" is selected for a multi-round auction. if Bidder B bids triggering a proxy bid for Bidder A and the resulting bid results in the same Price to Total Score ration.5.2.Oracle Sourcing Help 1. Bidder B receives the higher rank because the proxy bid was created by the system after Bidder B's bid. 1.A bidder must submit a single.15 How do two bids with the same score get ranked if the prices are the same? The earliest bid gets a higher rank.5. is up to the discretion of the buyer. once one user at a company responds.

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

a bid can be beaten based on the Price to Total Score ratio without triggering a new proxy bid. you may need to closely monitor Multi-Attribute Weighted Scoring auctions which also use proxy bidding. For example.5.18 How does Proxy Bidding work in Multi-Attribute Weighted Scoring auctions? You can define Proxy Bid parameters with Multi-Attribute Weighted Scoring auctions similar to price-only auctions. he cannot modify any attribute responses to try to improve his score. Supplier A's proxy is triggered to place a new bid of USD 84.00 with a score of 100 for the same item.Oracle Sourcing Help 1. Supplier A's proxy is not triggered. Supplier B then places another bid of USD 92. Page 43/209 .00. You may need to cancel the proxy bidding process to redefine attribute information to improve your price to total score ration. This bid (84/90) is now the winning bid. a proxy bid decrement of USD10. but since Supplier B's bid price is still higher than Supplier A's bid price. However.00 and a proxy minimum of USD 75. Therefore.19 Can a bidder see the names of the other bidders? Bidders cannot see other bidders' identities. Supplier A places a bid of USD 95. Now Supplier B's bid (92/100) is better than Supplier A's bid (84/90).2. Since Supplier B's bid price is less than Supplier A's bid price. Supplier identities are never revealed to other bidders.00.00) has not yet been reached. 1.5.00. And since Supplier A's proxy minimum (75. To avoid these situations. Supplier A's proxy will only be triggered again if there is a bid with a price lower then USD 84. Supplier B's bid is the winning bid even though the bid price is higher. not just the bid price. since proxy bids are generated based only on the price of the competing bid.00 with a score of 90 for the item. This bid (94/100) is better than Supplier A's bid (95/90).2.00. Supplier B then bids USD 94.

Help for Sourcing Buyers 2.1.6 “What information must I provide to create my negotiation header”). and buyer's auctions). Define Your Response Controls (See Section 2.1.1.Oracle Sourcing Help 2. RFQs. or auction.4.1. Page 44/209 . You can create a negotiation and save it as a draft before submitting it.2 How do I create a new Request for Information (RFI)? RFI's are used to qualify suppliers and their goods and services for subsequent procurement activities.1 Creating Negotiations 2. RFIs are used more for gathering information on goods and service provided by a supplier than to lock in particular price information. one unique feature of an RFI is that buyers can choose to define negotiation line items without price and quantity and specify lists of criteria to which suppliers must respond.1. the information contained in the RFI can be copied into an RFQ or buyer's auction. and how do I use them in my negotiation”) Invite Your Suppliers (See Section 2.7 “What are contract terms and conditions. You can also create new negotiations quickly by applying a negotiation template. Enter Negotiation Lines (See Section 2.1.1.13 “How do I invite suppliers to participate in my negotiation”). This allows you to return to the creation process at a later time or have multiple people working on the same negotiation. RFQ. 2. and Buyer's Auctions 2.1 How do I create a new negotiation? Use the instructions on this page to create Sourcing negotiations (RFIs.1.1. There are four main steps to creating a new negotiation: o o o o Create Your Negotiation Header (See section 2.1. RFIs can be taken to multiple rounds until the buyer has enough information to identify supplier(s) with which to deal.9 “How do I add lines to a negotiation”). Therefore.1. o If you have previously created an RFI. RFQs.1. At the conclusion of the RFI cycle.1.1 Creating RFIs. you can save time by copying an existing RFI/RFQ/Auction.1.11 “What are response controls”) Enter Your Terms and Conditions (If Oracle Procurement Contracts is bought and licensed) (See Section 2.

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

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

one-step access to your most commonly performed Oracle Sourcing tasks.Oracle Sourcing Help 2. AutoCreate uses the requisition information to create a Buyer's Auction or Sourcing RFQ. The links are organized by task and negotiation type so you can find the link for the task you wish to perform. 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 2. The backing requisition information is carried over from Oracle Purchasing and used throughout the creation process. 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. you can search for requisitions according to different attributes such as item or category and include them in a single document. Once you have identified the requisitions in which you are interested. When using AutoCreate.1. you can use requisition information in Oracle Purchasing to create a draft sourcing document that you can then access and edit. Simply clicking the link takes you to the page where you initiate the operation.1.1. You can use this number to access the document in Oracle Sourcing and to Page 47/209 .3 How do I use Quick Links? The Quick Links section of the Negotiations Home page provides easy. The AutoCreated document is assigned a document number.1.4 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 modify some of this information. A negotiation line is created for each requisition line. 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. Once the new document is created. Depending on the line type. This grouping information is used when creating negotiation lines for the sourcing document. Backing requisition information Operating unit Functional currency Line type If amount based line type Display only Display only Display only If quantity based line type Display only Display only Display only Page 48/209 . AutoCreate carries over the following backing requisition information when creating the sourcing document.Oracle Sourcing Help view the document from Oracle Purchasing or iProcurement. the requisitions are no longer available for use by AutoCreate. Grouping lines When creating your document in AutoCreate you can choose to consolidate multiple requisition lines if they refer to similar items. Backing information. There are two possible grouping types: Default and Requisition lines.

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

Otherwise. 2. the backing requisition(s) is returned to the requisition pool. you are automatically transferred to Oracle Sourcing. Note. you must have the Edit Draft Sourcing Document function to access a draft.1. the backing requisitions are returned to the requisition pool. the following points: If you take the RFQ/Auction to multiple rounds of bidding/responding. you can edit your draft as you would any other draft except for the nonmodifiable information taken from the backing requisitions (see table above). the backing requisitions are returned to the requisition pool and become available for use. To access a draft directly from Oracle Purchasing. Once the negotiation document has been created by AutoCreate. Also. If you cancel an RFQ/Auction with line items originating from AutoCreate. you can access it directly from Oracle Sourcing.1.5 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. Once you have completed awarding the RFQ/Auction. however. if you know the number Autocreate assigned to the draft document. you must complete Step 1: Describe Your RFQ/Auction. Using the AutoCreated RFQ/Auction In general you use an AutoCreated RFQ/Auction the same way as other RFQs/auctions. the backing requisition information is updated to point to the new RFQ/Auction. You can apply a template to the draft RFQ/Auction (backing requisition information takes precedence over any template attributes). Page 50/209 . if you only partially award a line item quantity. In general. Editing the draft The first time you access the draft. You must have the Manage Draft Sourcing Documents function to access and edit the draft.Oracle Sourcing Help Your system administrator can set up the system so once you have completed the document in AutoCreate. If you delete any of the lines originating from AutoCreate or delete the RFQ/Auction. 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. it exists as a draft negotiation within Oracle Sourcing. You can add additional item lines if necessary.

or auction will be known. The organization you select here determines the values for many later attributes (such as the negotiation currency and shipping addresses). the title cannot be changed. continue editing it using the instructions in How do I create a new negotiation? beginning with Step 2: Enter Item Terms. Style Event Security Level You can select a security level to restrict access to the sourcing document. RFQ. If this negotiation document was originally created in Oracle Purchasing. Once you proceed to the next step. Page 51/209 . Note the following about negotiations created by AutoCreate: Any backing requisition information is not updateable in Oracle Sourcing. Once you have accessed the draft negotiation. you can be transferred directly from AutoCreate to Step 1 in the negotiation creation process in Oracle Sourcing. to which this negotiation applies. To create your negotiation header: Complete the following fields (*indicates a required field): *Title The name by which this RFI. Buyer The creator of the negotiation. you can use the "Manage" link under the Drafts area of Quick Links on the Negotiations Home page to access the draft negotiation.1.1. Otherwise. The backing requisition information is viewable during the creation/editing process. This header contains negotiation level information related to the entire negotiation. the page refreshes and you will lose the information you entered. 2. and you change the Organization. the backing requisition information is carried forward and this field cannot be updated.Oracle Sourcing Help Accessing the draft document If your Oracle Purchasing application is set up to allow it. You must specify a title for your negotiation and once defined. Note that if you have entered information on this page.6 What information must I provide to create my negotiation header? When you create a new negotiation. such as a division or department. this value cannot be changed. for example in the Payment Terms field. Organization The operating unit. your first step is to create your negotiation header.

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

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

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

the system will automatically convert the responses to the negotiation currency. If one attribute is weighted.7 Can I accept responses in multiple currencies? When you create a new negotiation. The sum of weights for all header attributes must add up to 100. Notes and Attachments o Note to Suppliers You can add a note to the supplier by entering it in the text box. There is a system default defined by the Sourcing Super User. 2.1. This note appears on the negotiation summary page and can be viewed by suppliers. but this can be overridden by specifying a default value on the score settings page. Though suppliers in a multi-currency negotiation can submit responses in several currencies. effectively "unweighting" that attribute.1. On the Create Header page. Whenever you view the responses you have received. the negotiation currency defaults to the functional currency defined for your operating unit. they are allowed to respond in only one currency per response. Page 55/209 . all must be weighted (although the weight can be 0. For example. Maximum Score Accept the default or enter the maximum value that can be entered for this attribute. Display Target Indicate whether you want suppliers to see your Target Value . you can accept responses in currencies other than the negotiation currency.Oracle Sourcing Help Enter a target value for the header attribute (for example: 30 or more years in business). Weight Weights are used to indicate the relative importance of header attributes. However. This column is only displayed if weights are enabled as part of the Scoring Settings. To define your currency list and currency exchange rates: 1. Delete You can delete this attribute by clicking the trash can icon. an attribute with a weight of 25 is half as important as an attribute with a weight of 50. o Attachment Click Add Attachment to browse for an attachment to assign to this negotiation. click Manage Response Currencies.

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

that response currency is available to that supplier alone. how the ranking will be displayed. On the Lines: Create Line page. the supplier can only submit a response in either that currency or the negotiation currency. 3.1. to a multi-currency negotiation. 4.9 How do I add lines to a negotiation? When you create a new negotiation. you must identify the goods or services you want to purchase or for which you want quotes. the follow-up bid must be in the same currency as the initial response. each in a different currency. 3. click "Lines. 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. provide the following information.Oracle Sourcing Help o If you accept the default. Your other option is to load the line information using spreadsheet upload. If the response currency you select for a supplier is not on your currency list. *Indicates a required field : Page 57/209 ." To add lines online: 1. If you wish to score and weight your lines. Continue creating your negotiation. Any. Select a price precision for the response currency. The spreadsheet is useful if you are adding a large number of lines. select how the line will be ranked. On the Create: Lines page. However. or edit a draft negotiation. 2. Multiple users in a supplier's organization can submit several initial bids. select Multi-Attribute Scoring as the Ranking type.1. o o o 2." enter an exchange rate for the response currency you selected in the previous step. If you select a specific response currency for a supplier. You can enter lines online or bulk load lines from a spreadsheet. If you selected User Specified Rate in "Step 2: Defining Business Terms and Conditions. 2. Line ranking is not performed in RFIs. Click Go. and how the line will be added and click Go. if a user submits a rebid. From the navigation bar in the top left corner. accept the default value of Online from the Add Line drop down menu. No other suppliers may respond in that currency unless you also associate that response currency with them. The new price precision applies only to the suppliers to whom you assign it. To add a line using the online system.

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

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

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

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

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

General services fixed-price lines use a negotiation outcome of standard purchase order.Oracle Sourcing Help 2. 4. You can include services-related lines with regular amount-based and goods-based lines. 11. Unit of Measure and Category will default according to the Job you select. select Online to continuing entering your line description online. make sure you select a temporary labor. 6. and Category will default according to the Job you select. 10.1. The Description.10 How do I define services related lines? Services related line types allow you to negotiate on labor contracts. 9. Search and select a Job from the Job menu. 7. 6. make sure you select a temporary labor. ensure that you choose Blanket Purchase Agreement as the negotiation outcome for temporary labor line types. If you need to specify price breaks. To define a temporary labor. fixed-price line: 1. On the Lines: Create Line page. To define a temporary labor. add any notes or attachments to the supplier. and then click Go. Enter your price breaks including Price Differentials. add notes or attachments to the supplier. 2. Also. and click Go. From the Add Line menu on the Create Lines page. 5. make sure you select the Global Agreement checkbox. For temporary labor line types. and specify the differential associated with this price type. Create attributes as needed to solicit additional information for this line.1. Search and select a job from the Job menu. Finally. Enter values in your price fields if necessary. Continue defining the remainder of the negotiation. fixed-rate line type. Page 63/209 . Create attributes as needed to solicit any additional information for this line. click Select Price Break Settings and ensure it is not set to None. Continue defining the remainder of the negotiation. 3. 8. vacation). 4. Job Details. is a response to the price differential required) Select the price type (for example. Follow steps 1 and 2 above. 3. The Description. rate-based line type. 5. rate-based line: 1. Finally. if appropriate. 2. Specify how price differentials are to be used within the negotiation (for example. Job Details. or click Load from Spreadsheet to upload a previously completed spreadsheet file containing all the line information On the Lines: Create Line page.

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

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

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

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

This setting also determines the end-of-auction window (the AutoExtend period) during which a winning bid triggers an AutoExtension. a notification is sent to the next approver in the approval chain. This ensures that.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. Once the decision has been approved. The approval cycle continues until all the required approvers have viewed and approved the decision. which the approver can accept or reject. 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. If the approver rejects the decision. The AutoExtend period is determined by the length of each AutoExtension (see above). a notification is sent to the first approver in the approval chain requesting that the approver view the decision. Page 68/209 . Number of Extensions Select a value from the drop down menu to set the maximum number of times the auction can be extended. Lines to AutoExtend You can extend bidding for all auction items. if you specify that each AutoExtension is 20 minutes : o o Each AutoExtension will last for 20 minutes after the start time you specify. a notification is sent to the negotiation creator.1. 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. 2. If the approver allows the decision.1. For example. Once you have saved your award decisions. once created. 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.Oracle Sourcing Help You must specify the duration (in minutes) of each AutoExtend. a notification is sent to the creator who can then begin generating the purchasing document.

Even though the auction is already open to them.1. business terms and conditions. To invite specific suppliers see Inviting Suppliers below. Search for and select the Invitation List you want to apply. select the suppliers you wish to invite and click Invite. From the search results. If you do. and you must invite at least one supplier. Click Add Invitation List to apply a predefined list of suppliers. You can use the same list for all negotiations. You can select the bidders you wish to notify from a list of suppliers.13 How do I invite suppliers to participate in my negotiation? Participation in RFQs Participation in RFQs is by invitation only by default. You return to the previous page. you can choose to open your RFQ to all suppliers. select the specific site you wish to invite to the negotiation. Bidders will see your auction when they search using the Active Auctions page.Oracle Sourcing Help 2. or if you frequently invite a certain group of bidders. Participation in Auctions Unless you specified differently on the negotiation Controls page. and any response controls. Inviting suppliers After entering your negotiations description. Different sites for the same supplier can each submit a response. You can restrict your auction to bidders you specifically invite by selecting the appropriate control on the negotiation Controls page. you can apply a predefined invitation list that identifies these bidders. line(s). To invite specific suppliers see Inviting Suppliers below. Select how you wish to search for suppliers: o o Click the Add Supplier to search for and add suppliers to your invitation list. If there are multiple supplier sites (Supplier Site is another term for Address Name). you can create a participants list on the Create Negotiation: Suppliers page: 1. you can choose to also send certain bidders notifications of a particular auction to encourage their participation. you do not have to explicitly invite any suppliers. 3.1. However. 2. auctions are open to all bidders by default. Page 69/209 .

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

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

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

1. Sourcing Super Users or users with the Manage Invitation Lists authorization can create. You can add an invitation list(s) when creating a new Sourcing document. To create a new invitation list: 1. Complete the remaining pages by filling out the fields as appropriate for the negotiation type. RFQ. An inactive list will be stored on the system. click "Create New Invitation List. you can add these participants to a reusable invitation list. but will not be available for use until reactivated. An invitation list can help standardize your business practices by ensuring that all appropriate participants are invited to targeted negotiations. An active list can be used immediately. 2. edit." 3. o Status Invitation lists are initially created as active. edit and manage public invitation lists as well as their own private lists. Click "Invitation" under the Reusable Lists area of Quick Lists on the Negotiations Home page. Page 73/209 . you can also attach an invitation list(s) to a Sourcing document template. To inactivate a list. 4.4 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. Inactive templates will be stored in the system. and auction). Your new list will default to private. All users in your company with the correct authorizations can view and use public lists. Only you can create. and use your private lists.Oracle Sourcing Help want to change your template's status to Inactive. On the Create Invitation List page. Once you have defined your template. but cannot be used to create a new offer until you change the status to Active. The same list can be used for all types of sourcing document types (RFI.2. only you can use your private lists. you must complete and submit your template. edit the list and change the status to inactive. then edit your template and select a new status from the drop-down menu at the Status field. On the Reusable Invitation Lists page. 2. click Submit on the Review and Submit page. complete the following fields (*indicates a required field): o o o *List Name *Description *Access Invitation lists can be public or private.

Page 74/209 . 6. 7. 5. click Submit. If the supplier you selected has multiple sites defined in the system. If the template and spreadsheet have conflicting category values. and manage public invitation lists. 4. find your list. the system uses the following hierarchy to determine which category value to use: 1. status. The value defined for the RFQ/Auction template. you can edit public lists. and access as appropriate.2. 2.6 What happens to the attributes/price elements when I create a negotiation by applying a template and using spreadsheet upload? When you create an RFQ or auction by applying a template and then use the spreadsheet upload feature to add your items.Oracle Sourcing Help Sourcing Super Users or users with the Manage Invitation Lists job function can create.2. 3. Click "Add Suppliers. For a supplier with multiple sites. You can also add or delete suppliers. you can choose a specific supplier site to associate with this list (Supplier Site is another term for Address Name). Click "Invitation" under the Reusable Lists area of Quick Lists on the Negotiations Home page. any attributes/price elements defined for the template are added to any attributes/price elements you define via the spreadsheet.1. On the search results page. 5. you can add an entry for each site for that supplier if you choose. click "Add Suppliers" again and follow the perceiving instructions." then search for suppliers to add to your invitation list. 4. If you are have the Manage Invitation Lists job function. 2. The value specified in the spreadsheet.1. When you are finished. Select the supplier(s) and click Add to Invitation List. edit. To edit an invitation list you have created: 1. When you have finished adding suppliers. then click Edit. If you wish to add more suppliers to your list. 8. including change the access and status.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. Search for the list you wish to update. update your list description. or 2. On the Edit Invitation List page. 2. click Apply.

3. if there are three attributes/price elements for your template. Line attributes can call attention to industry-specific characteristics. 2.3. using an attribute to define this specification calls attention to the specification. Page 75/209 .3 Item Attributes. then bidders must enter the mileage of any bid." "style. For example. Adding these as required item attributes that are displayed to bidders can customize your negotiation items to your specific industry. item A with four attributes/price elements. Line attributes define 1) unique specifications that you set for a negotiation line. and why would I add them to my negotiation lines? When you add a line to a new negotiation (RFI. retail industry negotiation items can include such attributes as "color. if the buyer marks this attribute as required. auction).1. For more information about how to add line attributes to your negotiation items. In addition. When the buyer adds the line (vehicle) to the auction. Price Elements.Oracle Sourcing Help For example." and "SKU number. the attribute/price element specified on the spreadsheet 2. and Price Breaks 2.1.000 miles on the odometer. For example. The attribute(s) are added to that line only. see "How do I add attributes to my negotiation lines?" 2. the result of applying the template and then uploading by spreadsheet is that item A now has seven attributes/price elements and item B has five attributes/price elements.1 What are line attributes. and your spreadsheet upload includes two items. the buyer can add an attribute called "mileage" to specify that the bid item must have fewer than 12. If there are duplicate attribute/price elements between the template and the spreadsheet. and do not apply to all lines in the negotiation. RFQ. you may choose to add one or more line attributes to that line.2 How do I add line attributes to my negotiation? You can add multiple line attributes to any line in your negotiation. the precedence is: 1. and 2) the details that a participant should provide when responding to that negotiation line. a buyer can create an auction to buy a fleet of 12 vehicles for a delivery service.1. Line attributes make your negotiation line more descriptive and can also be used to ensure that all responses submitted for the line include specific details not included elsewhere in the line information. and item B with two attributes/price elements. Attribute Scoring. the attribute/price element specified by the template. While the buyer could enter this information in the auction line description." Metal industry negotiation items can include "grade of metal" as an attribute.

Oracle Sourcing Help

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

o

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

o

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

o

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

o

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

o

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

o

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

Oracle Sourcing Help

o

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

o

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

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

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

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Oracle Sourcing Help

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

Oracle Sourcing Help

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

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

the price to total score ratios for the following two possible responses are calculated as shown.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.Oracle Sourcing Help Quantity Quantity Need-by Date Need-by Date Need-by Date Color Color < 1000 > 1001 < 31/10/2002 01/11/2002 . Response 1: Attribute Quantity Need-by Date Color Price Response Value 980 15/11/2001 Blue $250 Total Score: (60 * 50) + (80 * 30) + (75 * 20) / 100 = 69 Price to Total Score Ratio: 250 / 69 = 3.31/12/2002 > 01/01/2003 Red Blue 60 100 100 80 50 100 75 Given these definitions.

enter your line attribute information. On the Lines: Create Line page. 2. Select a ranking method if the Sourcing Super User has set the system up to allow you to change ranking methods. PPM Defect Rate. You can accomplish the by specifying weighting and scoring values for your line attributes. Groups are used for categorizing attributes. o Attribute Type Page 81/209 . However you may want to consider supplier responses to other line attributes in addition to price being offered when determining the best response. Make sure you select Multi-Attribute Scoring from the Ranking menu. The system can then include the suppliers' responses to your line attributes when calculating the best response.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. use the instructions in "How do I add lines to a negotiation"? to enter the line data and other required and optional line information. o Group Select one of the predefined attribute groups. Grade).Oracle Sourcing Help Price $300 Total Score: (100 * 50) + (50 * 30) + (100 * 20)/100 = 85 Price to Total Score Ratio = 300 / 85 = 3.1. 4. navigate to the Attributes table and click Add Another Row. 3. 5.3. See "What information must I provide to describe my negotiation header"? After you have defined the negotiation header. *Indicates a required field: o *Attribute (up to 240 characters) Name your line attribute (for example: Mileage. To enter a line attribute. On the Create: Lines page. See Can I base my award decision on attributes other than just price? for an explanation of how weights and scores are used to determine the best response. When the page refreshes. Select Online from the menu and click Go. and you do not wish to use the default. See What are line attributes? for information about defining line attributes. To use weighting and scoring when defining a negotiation: 1.53 2. click "Lines" in the navigation bar in the top left hand corner.

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

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

You can create new price element lists or edit existing lists. For example.6 What are Reusable Price Element Lists. you can apply that price element list to any negotiations (RFQs or auctions) containing items to which those price elements are applicable. 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. Page 84/209 . 2. you might create a price element list identifying normally expected transportation costs.5 How do I use price elements? Price elements allow a buyer to identify additional costs associated with a particular negotiation line. the supplier's response values for fixed-amount type price elements cannot be converted to a unit price. Or you might create a list that identifies additional services such as consulting or training that will be required by a particular negotiation item. Price elements allow you to: Identify suppliers with the lowest total cost per line not just the lowest item price. click Equalize Weights. This is because in the absence of a line response quantity. Buyers can specify when they create the negotiation how much they anticipate paying for these additional costs. You must be assigned the Create Reusable Price Element Lists job function to create these lists. Click the Price Element link under Reusable Lists on the Quick Links section of the Negotiations Home page. To create a new price element list: 1. Once you have created a price element list. 2.1. If there are an odd number of attributes. for example. the system will assign weights as equally as possible. Identify hidden activities or "cost drivers" to facilitate improved analysis and decision-making.3.3. Support supply chain operations more efficiently by recognizing and analyzing how one organization's performance and costs affect another organization.Oracle Sourcing Help o To set the weights for all attributes equally. 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. the supplier's response prices to the price elements will not be rolled up into the line total price. These costs can then be negotiated between a buyer and supplier just like the item price. Such costs could include services such as training or consulting. or discrete costs such as shipping fees.1. freight charges or import duty fees.

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

Or you may be willing to pay more per unit if your supplier can ship the order to a special location. click Go. or select the price element list and click Edit. you receive the responses shown in the table below. and how do I use them? Price breaks allow you to negotiate line prices with your supplier based on characteristics of your order. You specify 20$ as your start or base price. 4. you can either click the price element list name link. When you have entered the search data. On the Edit Price Element List page. change the price element list status. 6.3. and you may specify several quantity levels and the prices you are willing to pay at each. Active or Inactive). Click the Price Element link under Reusable Lists on the Quick Links section of the Negotiations Home page. You can then enter different assumptions into the system and have it calculate which response is the best. Your suppliers respond to your negotiation specifying their responses to your price breaks. To edit the list. click Apply. (This returns all price element lists using that price element.Oracle Sourcing Help To edit a price list: 1.7 What are price breaks. The list status (Any. The second offers a price of $18 a unit if purchasing over 500. The first offers a price of 19$ per unit if buying more than 100. you receive an error message. For example. The search results display any price element lists matching your search criteria. you can o o o update the description for the price element list. you may expect to receive a discount from your supplier if you buy a large quantity of units. For each (non-amount-based) line in your negotiation. 2. The new list is validated.) 3. 2. For these price breaks. you can define as many price breaks as are appropriate. 5. On the Price Element Lists page. add or delete price elements from the list. You can search for a particular price list by : o o o o The list name. Page 86/209 . You then set up two quantity-based price breaks. or by a certain deadline. 7. If any price elements are inactive. The name of any price element defined to the list. Example: Assume you are purchasing PC keyboards.1. When you have finished making your changes. The first few words of the list description. search and select the list you want to edit.

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

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

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

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

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

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

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

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

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

This includes any contract clauses or deliverables (terms. conditions. click Contract Terms in the navigation bar at the top left side of the page. Note that most of the information you defined previously is carried forward into the copy. 4.1. Search for the negotiation you want to copy. 2. Verify your negotiation information. You need the Contracts Terms Library Administrator responsibility to create and maintain clauses and contract templates in the Contract Terms Library. Once the page refreshes. and deliverables are available if Oracle Procurement Contracts is implemented). or auction). Using contract terms is an easy way to create and maintain standardized contract text which can be customized as needed. 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. you can define your next deliverable. Page 96/209 . 2.4. Note that you will have to specify new Open Date and Close Date values 6. click Apply. To apply contract terms to your sourcing document: 1. When you have finished creating your new negotiation. You can use contract terms to specify legal and other requirements for your negotiation. RFQ. you can click Apply and Create Another. To copy an existing negotiation: 1. 3. then click Submit for Approval if approvers are specified for this negotiation.4. click the Copy icon at the right of the page. After you have finished defining your deliverable. You can click the negotiation number to see details about the negotiation. 2. Click "Copy" under the Create section of Quick Links on the Negotiations Home page. 5. Clicking Copy places you on a new Create Header page with the existing information inserted. On the Create Negotiation page.6 How do I copy a sourcing document? You can copy sourcing documents that you or any other users in your organization have created.1.Oracle Sourcing Help 6. you can create contract terms and apply them to your negotiation. If there are multiple deliverables to define.7 What are contract terms and conditions. click Review. Once you have found the negotiation you are interested in. You need the Manage Contract Terms responsibility to create and maintain contract terms on negotiation documents. otherwise click Publish to open it for responding. and how do I use them in my negotiation? If Oracle Procurement Contracts is installed and licensed.

and then click the Details icon. You can edit the clauses applied by the template as needed. you may wish to view the requisition line information for the lines that AutoCreate carried over from Oracle Purchasing. specifying negotiation controls. You can add. Select Validate from the Actions menu to verify the validity of the contract terms you are defining. click the requisition number link to view detailed information on the line. After you have created your header by adding a title (and adding/modifying any other information) clicks Lines in the top left navigation bar. This includes all the other tasks such as creating your header. To view the backing requisition information during negotiation creation: 1.Oracle Sourcing Help 2. You can see this line information on the View Requisition Line Summary display. adding any additional lines. delete or modify text. 5. 4. If you receive any error messages. search for and select a contract template from the list of values. 3. 2. For AutoCreated lines. The Create Lines page displays any lines AutoCreate created using requisitions in Oracle Purchasing and allows you to create additional lines if necessary. On the Requisition Summary page. For example. you may need to view the demand linked to a particular negotiation line. 6. Click Apply Template. On the Create Contract Terms page. 2. click the requisition number link. Or you may need the name of a contact who can answer questions you have about the negotiation line. and possibly inviting suppliers. See the Oracle Procurement Contracts online help for information on using contract templates. When you have completed your contract terms. Along the way. 3. you can access it and continue creating your negotiation.1. 4.4. continue by either clicking Suppliers to define a supplier invitation list. 5. See the Oracle Procurement Contracts online help for instructions on modifying clauses. or clicking Review to inspect the negotiation prior to publishing it. you must correct them and validate again. Once the new draft negotiation has been created.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. The Requisition Line Details page displays information in the following areas: o Requisition Page 97/209 .

and some team members may be required to approve the final document before delivery to potential suppliers. Such activities can be negotiated by using amount based line types. inviting additional suppliers. buyers can nominate collaboration team members to participate in the creation and administration of the sourcing document.1. A category value may also appear if your administrator has defined a default category for that line type. This includes the entire life of the sourcing document from the initial creation to the award process.9 What are amount based line types. Each member can be assigned specific tasks.10 How do collaboration teams work? When creating a negotiation. 2. For the line whose requisition information you wish to view. Buyers can optionally grant full access to some team members while restricting others to read-only access. Access the negotiation. 2. 4.4. 3. If you select a line type that is amount based. For example. you can specify that an item is amount based by selecting an amount based Line Type value. the quantity and unit of measure defaults to the values defined by your administrator and is display only.4. The possible values are defined in Oracle Purchasing. This takes you to the Requisition Summary page. awarding business to supplier. click the number link in the Requisition column. This takes you to the Requistion Detail page. Page 98/209 . 2. Click the number link in the Line column. When you create a negotiation. Such tasks could include defining the item attributes. From the negotiation summary page. click the Lines subtab. and how are they used? Sometimes the item you need to negotiate is not a number of discrete units.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. you might need to negotiate training or consulting services. and creating document outcomes. but more of a service or activity.1.

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

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

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

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

2. Unit of Measure and Category will default according to the Job you select. make sure you select a temporary labor. If you need to specify price breaks. Enter your price breaks including Price Differentials. 2. rate-based line type. select Online to continuing entering your line description online. Select the price type (for example. vacation). Job Details. 8. 9. make sure you select the Global Agreement checkbox. General services fixed-price lines use a negotiation outcome of standard purchase order. Fixed-price temporary labor such as contractors. Create attributes as needed to solicit additional information for this line. There is a fixed amount limit attached to the service. The charge for this type of service is based on hourly rates per person. 5. The Description. if appropriate.2 What kind of services can I negotiate for? If Oracle Services Procurement is installed and licensed. From the Add Line menu on the Create Lines page. . maintenance services. temporary administrators. rate-based line: 1. You can include services-related lines with regular amount-based and goods-based lines. Page 103/209 . ensure that you choose Blanket Purchase Agreement as the negotiation outcome for temporary labor line types. Also. or click Load from Spreadsheet to upload a previously completed spreadsheet file containing all the line information 2. Specify how price differentials are to be used within the negotiation (for example. Search and select a job from the Job menu. and specify the differential associated with this price type. or consulting services.Oracle Sourcing Help 2.2. and click Go. To define a temporary labor. 4. 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.3 How do I define services related lines? Services related line types allow you to negotiate on labor contracts. click Select Price Break Settings and ensure it is not set to None. you can create documents that negotiate for many different types of services. For temporary labor line types. On the Lines: Create Line page. Fixed-price services such as corporate accounting services. 6. Enter values in your price fields if necessary. is a response to the price differential required) 7. 3. The charge for this type of service is based on a flat amount for the service provided.

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

you may have several ongoing negotiations. search for the negotiation you wish to access. You can monitor the progress of these negotiations by clicking the Number link for that negotiation's entry in the Your Negotiations at a Glance section of the Negotiations Home page.1 Monitoring Negotiations How do I access negotiations? The Negotiations Home page is the central point of access for all your negotiations. or clicking Review to inspect the negotiation prior to publishing it. Click the "Manage" link under Draft in the Quick Links section of the Negotiations Home page. When you have completed your contract terms. delete or modify text. Follow the instructions in How do I create a new negotiation? to create a new negotiation. From here. 2. You can also monitor the progress of your open negotiations. Click Apply Template. select a negotiation and click the appropriate button (Edit. See the Oracle Procurement Contracts online help for instructions on modifying clauses . From the Results display. Unlock. 6. continue by either clicking Suppliers to define a supplier invitation list. Page 105/209 . 3. 4.Oracle Sourcing Help 3.3 2. On the Manage Draft Negotiations page. To access a draft negotiation: You can use draft negotiations to spread out the creation process over several sessions. You can add. To access a draft negotiation: 1. you can create and submit new negotiations and continue working on any draft negotiations you have in progress. 5. You can also use drafts to allow a team of collaborators to all work on the same negotiation. you must correct them and validate again. This takes you to the negotiation summary page for that negotiation. To search for your negotiations in progress: At any one time. Select Validate from the Actions menu to verify the validity of the contract terms you are defining. If you receive any error messages. You can edit the clauses applied by the template as needed. To create a new negotiation: Click the appropriate link under the Create section of Quick Links. 2.3. Review and Submit).

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

click the number link in the Responses column. then click View Monitor. On the Analyze Line page. Select the line(s) whose responses you wish to inspect and choose the type of monitor you wish to view .Oracle Sourcing Help 2. To view messages sent to you from suppliers (if any) click the number link under the Unread Messages column. All participants can view the graphical monitor in open style negotiations. To perform a side-by-side analysis on all responses to the line. To view a complete list of your negotiations. 2.3. click the negotiation number link. Only buyers can view the graphical monitor in blind style negotiations. 5. 3.5 How do I use the Graphic Monitor to compare competing quotes or bids for a particular negotiation line? For any line in your negotiation. o To view the information about the negotiation such as item information. click the graph icon to the right of the negotiation. click Full List.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 view information on responses. You can easily compare the negotiation attribute values for these competing responses. To view the graphical monitor of a negotiation. response controls or invitation list. 2.3. o o o Note: The graphical monitor is not available for sealed style negotiations until they are unlocked. Select a negotiation item. identify the negotiation you wish to view. To use Your Negotiations at a Glance: Under the Your Negotiations at a Glance area of the Negotiations Home page. 4.Price/Score by Time or Price by Score. From the Negotiations Home page. select the line and click Analyze. select the negotiation and click the Graphic Monitor icon. you may receive responses from multiple suppliers. To compare negotiation attribute values for competing responses: 1. From the Search Results display. perform a simple or advanced search to locate the negotiation whose responses you want to compare. select the responses you wish to compare and click Compare. Page 107/209 . Note that the table displays only a limited number of entries.

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

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

Your level 1 price break Your offered price $20 Supplier Response $19 1's Supplier Response $19 Page 110/209 2's . 2. The AutoAward Recommendation page displays the response(s) that AutoAward has decided best fit the negotiation requirements. For each (non-amount-based) line in your negotiation.htm file) to process the spreadsheet. For example. You specify 20$ as your start or base price. The second offers a price of $18 a unit if purchasing over 500. 3.8 What are price breaks. you can use the spreadsheet download feature to export the response information for analysis offline. You then set up two quantity-based price breaks. you can define as many price breaks as are appropriate. Click Export. The first offers a price of 19$ per unit if buying more than 100. you can download a spreadsheet with which to make award decisions. you may expect to receive a discount from your supplier if you buy a large quantity of units. and you may specify several quantity levels and the prices you are willing to pay at each. 1. 5. To download responses via spreadsheet for analysis: You can use the spreadsheet download feature to perform many tasks offline.Oracle Sourcing Help Scoring negotiations to determine the best overall total cost. For these price breaks. you receive the responses shown in the table below. You can then enter different assumptions into the system and have it calculate which response is the best. From the negotiation summary page for this negotiation. Open the file up and use the instructions in the readme file (the . Example: Assume you are purchasing PC keyboards. On the Analyze by Spreadsheet page. On he negotiations summary page. 2. 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. Once the negotiation is closed. or by a certain deadline. and how do I use them? Price breaks allow you to negotiate line prices with your supplier based on characteristics of your order. 4.3. Download and save the file. As long as you have not closed the negotiation. Your suppliers respond to your negotiation specifying their responses to your price breaks. select Analyze by Spreadsheet from the Actions menu and click Go. You can use AutoAward to quickly generate a benchmark against which other ranking methods and scenarios can be compared. select View AutoAward.

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

you can participate in a online discussion by clicking the number link under Unread Messages (under "Your Negotiations at a Glance" for Sourcing Buyers. On the Analyze Line: Analyze Price Breaks page. You can set breaks by unit quantity. you can offer a particular target price.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. price. 4. and "Your Active and Draft Responses" for Sourcing Suppliers). participants can communicate with each other by entering into an ongoing conversation called an online discussion. Analyzing Price Breaks Once you have defined your price break expectations. 2. Define your price breaks. you can have the system evaluate the supplier responses based on scenario information you enter. click Analyze by Line from the Actions menus and click Go. You can define as many price breaks as are needed to fully define your pricing structure. 5.3. 3. you could define multiple price breaks based only on order quantity. 2. For each price break criterion. and click Analyze Price Breaks. click the response number link. Once a negotiation has been published. Ship-To address/organization. and effective dates (available for non-cumulative price breaks only). Clicking the Unread Messages number link takes you to the Online Page 112/209 . Select the negotiation line. To analyze price break information: 1. Search for the negotiation you're interested in. Click Add Another Row to define additional 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. Once you have defined all your price breaks. Using an online discussion Once a negotiation is published. you can enter different values in the fields under Enter Assumptions and have the system calculate the best response based on the values you enter. and your supplier(s) have responded with quotes. On the negotiations summary page. For example.Oracle Sourcing Help 4. 5. you could enter different order quantities and see which supplier response is the best for a certain quantity. On the table of negotiations. click Apply.

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

Enter a new close date and time. need-by date. To manually extend your negotiation: 1.Oracle Sourcing Help 2. and your new award date is January 27. and you extend that auction for 7 days. click the negotiation number for the negotiation you wish to extend. click the negotiation number link for the negotiation to which you wish to add additional suppliers. A notification will be sent to all participants. Click Apply. click Full List. On the Invite Additional Suppliers page. 3. 2. select the Extend RFQ/Extend Auction option from the Actions menu and click Go. If. 2. On the Extend RFQ/Extend Auction page. and your award date remains January 20. these dates will also be extended by the same number of days that you extend your negotiation if the dates are scheduled to occur before your extended close date. your new close date is January 22. you entered an award date. if your negotiation includes a January 15 close date and a January 20 award date. when creating this negotiation. follow the instructions to add new suppliers. On the negotiation summary page. To add suppliers to a negotiation: 1. 3. 6. specify a new close date and time. your new close date is January 18.11 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. 4. 5. you cannot extend an auction after its first AutoExtension has been triggered. Click Apply. For example. Under the Your Negotiations at a Glance section of the Negotiations Home page. 2.10 Can I invite additional suppliers to a negotiation I've already created? Any user assigned the appropriate function can add suppliers to a negotiation any time before the negotiation closes. Select Add Invitees from the Actions menu and click Go. click Full List. You can also enable AutoExtend or modify your AutoExtend settings if you wish. However.3. Page 114/209 . You cannot manually extend your negotiation after it has closed. Additionally. If your negotiation is not displayed. If you don't see the negotiation. and/or long-term agreement dates. Under the Your Negotiations at a Glance section on the Negotiations Home page. if you extend that auction for only 3 days.3.

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

2. and click Go. 3. You can also review and extend your auction's scheduled close date and time. you may wish to eliminate certain suppliers whose offers were not acceptable. For example. after the analysis of a first round of responding in a multi-round negotiation. review your current AutoExtend settings (if any). you will see all the responses from the last round. or upon receipt of a new winning bid) 4. 2. search for and select the negotiation.13 What is shortlisting and how do I use it? Shortlisting is a way to divide suppliers who have provided responses to a negotiation into two groups after response analysis. select the suppliers and click Change Shortlist Status. 4.3.You must remove the supplier from the list by changing its status. you will not be able to award them any business. click Apply. Once you have made your changed. Close the negotiation if it is not already closed. Page 116/209 . The second group includes suppliers whose responses are unacceptable and whose further responses will be ignored for awards. On the Award by Quote/Award by Bid page. On the negotiation summary page. Their response information is displayed only for comparison and analysis.Oracle Sourcing Help To change your auction's AutoExtend settings: 1. You can modify the following AutoExtend options: o o o o Lines you want to AutoExtend (AutoExtend all lines. click the number for the negotiation whose AutoExtend values you wish to change. The first group consists of suppliers whose responses fall within an acceptable range and can be considered candidates for awards. Under Your Negotiations at a Glance on the Negotiations Home page. Responses from these suppliers are no longer considered as viable for award decisions. On the negotiation summary page. 2. You do this by removing these suppliers from the short list. select the Extend Auction option from the Actions menu and click Go. If you choose to shortlist any suppliers. and you are making your award decisions. Note: Once the negotiation is closed. To change a supplier's shortlist status: 1. On the Extend Auction page. select Award by Quote/Award by Bid from the Actions menu. 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. All suppliers who participated in your negotiation are initially included in the shortlist. On the Negotiations Home page. 3.

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

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

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

or the items are no longer needed. click the negotiation number for the negotiation you wish to close. 1. Under the Your Negotiations at a Glance section of the Negotiations Home page. select the Cancel RFQ/Cancel Auction option from the Actions menu and click Go. you can enter a text note to participants explaining why you are canceling the negotiation. the responses to your negotiation do not meet your needs. Click Apply. On the negotiation summary page. 5.3. Also the line requirements have changed.3. Note that you cannot manually close an auction after its first AutoExtension has been triggered. If you do not see the negotiation. 2. On the negotiation summary page. enter the new date and time you want to close the negotiation or choose to close it immediately. Click Apply. This update is called an amendment.Oracle Sourcing Help 2. if no preview date/time was specified) and before the close date/time. click the negotiation number for the negotiation you wish to cancel. there may have been too few responses.16 How do I cancel a negotiation? Sometimes.15 How do I close a negotiation before its scheduled close date and time? You can close a negotiation early only if you set your response controls to allow a manual close. 3. On the Cancel page. the buyer can update information defined in the document if necessary. enter a note to your suppliers.3. 2. For example. 4. Under the Your Negotiations at a Glance section of the Negotiations Home page. or the terms of the responses are not acceptable. Amendments can be created anytime after the preview date/time (or open date/time. If desired. On the Close Early page. Respondents are notified that the sourcing document has been amended and are required to review their previous response and resubmit it in accordance with the amendment. you may wish to simply cancel the negotiation.17 How do I create an amendment to a negotiation? After publishing a negotiation. select the Close Early option from the Actions menu and click Go. Page 120/209 . click Full List. The system notifies all the invitees and participants of the cancellation. 4. 2. To close your negotiation early: 1. This note is included in the notification that will be sent. 3. 2. In any of these cases.

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

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

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

To unlock and unseal an RFQ/auction: 1. 2. You can award an individual line to a single supplier. Additionally. 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). On the negotiation summary page. The Quote/Bid History page displays the responses the negotiation has received. On the negotiations summary page. 3. click the number link in the Quote/Bid column.1 How do I view the responses I have received? 1.4. On the Confirmation page. From the Your Negotiations at a Glance section of the Negotiations Home page. To see details about a particular response. Page 124/209 .Oracle Sourcing Help 2. You can divide an individual line among multiple suppliers. click "Return to Negotiation Summary. 3. select Unlock from the Actions menu and click Go. Close the negotiation if it is still open. There is an entry for each supplier who has placed a quote/bid in the negotiation. In addition. You can accept and use the decisions generated by the AutoAward feature.4 Awarding Negotiations 2. Note: You will always be able to unlock and unseal an RFQ/auction you have created. Select Unseal from the Actions menu and click Go. The resulting page shows details about the response. In addition. 2.4.4. 4.2 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." 4. other users from your company who have the appropriate function security can also unlock and unseal your RFQ/auction. select View Quote/Bid History from the Actions menu and click Go. 2. an RFQ/auction cannot be awarded until it is unlocked. An RFQ/auction can only be unlocked and unsealed after it is closed. click the negotiation number link of the negotiation you wish to see.3 What are the different methods I can use when performing awards? Once you have closed your negotiation and analyzed the responses you received. you can make your award decisions. 2. 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).

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

Oracle Sourcing Help Page 126/209 .

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

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

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

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

2. you must have closed the negotiation and made some award decisions. o Closed Negotiations which have been closed. select one of the following Status values and click Go. click the number link for the negotiation to see the details. On the Negotiations Search page. there is a triangular +/. 2. On the Award Summary page. you can do an advanced search looking for negotiations with a status of Award). On the negotiation summary page. For each entry in the table. 2. To see prior award information: 1.4. From the list of search results. 4. it can be helpful to review award decisions you have made in the past. o Create Order Negotiations for which the allocation process is in progress or for which the purchase order creation process has been initiated.11 Can I see information on my negotiations once I have completed awarding them? In many situations. select Award Summary from the Actions menu and click Go. These negotiations could be taken to a subsequent round of responding or could have their award process initiated. 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). 3. Use the Search Negotiations fields at the top of the Negotiations Home page to perform an Advanced Search. 1. Page 135/209 . 3. you can use the subtabs to toggle between the Supplier and the Line views.icon in the Details column. This information is stored and can be viewed even after you have closed. o Completed The award process is completed and a purchase order has been requested or a purchase order has not been requested. Locate the negotiation whose business you have awarded (note that from the Negotiations Home page. Click the link in the Number column for the negotiation.Oracle Sourcing Help To display the Award Summary page: To use the Award Summary page. Use this icon to show or hide the detail information for that entry. awarded and completed the negotiation.

12 How do I generate a purchase order document? Once you have saved your award decisions. Choose an Acceptance Level from the drop-down menu. click Initiate Approval to begin approval for this purchasing document. To complete the award process: 1. 5. Click Submit. Select Complete Award from the Actions menu and click Go. 5. See What is contract binding? for more information. Page 136/209 . On the Review and Submit Complete Award page. you can choose whether or not to create a purchase order document. If you have an approval procedure set up in Oracle Purchasing. 3.4. 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 Submit if you wish to complete the award process. The Confirmation page informs you that the award is complete. On the Confirmation page. In you are creating a blanket purchasing agreement. You can see you award information by clicking the link under the Details column (or by clicking "Show All Details"). To generate a purchase order document: 1. On the Complete Award page. so you may wish not to notify suppliers until a later date when the purchase document is fully approved). you can use an Acceptance Level value of Document and Signature to perform contract binding. On the award Confirmation page.Oracle Sourcing Help 2. 4. 2. click the link to return to the negotiation summary page. 4. you can obtain information on the supplier to whom you awarded business. 6. 3. you return to the negotiation summary page to complete the award process and generate a purchase order document. On the Create Purchase Order 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). 2. If Oracle Procurement Contracts is installed and licensed. specify the start and end effective dates.

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

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

click Go. Scroll through the Results display until you see the target draft. for example. 2. You can also search the Approved Supplier list for suppliers of a particular status (for example.5. On the Manage Draft Negotiations page. Click the Manage quick link under Drafts on the Negotiations Home page. 4. minority-owned or small business. You can search the Supplier Master to identify suppliers who meet certain criteria. Enter your search values. and click Go. as well as information provided by the supplier company itself. You can identify the suppliers you wish to notify by searching information in the Approved Supplier List. 2.1. 2.1. and proximity to open date (specified as the number of days outstanding). the Supplier Master. you can send invitation notifications to particular suppliers inviting them to participate in the negotiation. o o On the Search and Select: Suppliers page Page 139/209 . Scroll through the Results: Negotiations display until you find the correct negotiation. you can use % as a wildcard. click Unlock to access it.4 Searching for suppliers: When creating a negotiation. Click "Responses" to go to the negotiation History page where you can see information on current responses. o You can search the Approved Supplier List to identify suppliers who sell a particular item or commodity.3 Searching for draft negotiations You can have draft negotiations which you and/or a group of collaborators are preparing for submission at some time in the future. You can search both the Approved Supplier List and the Supplier Master at the same time. 2. negotiation creator. negotiation title. If the draft is locked. You can use % as a wild card value 3. approved or new). 5. When you are finished. You will also search for suppliers to add them to reusable invitation lists and/or negotiation templates. Click Edit to update the draft.Oracle Sourcing Help When entering values. select a search type from the menu. Click Review and Submit to publish the draft.5. Select the draft and continue processing. You can search on negotiation number. Click the Number link to go to the negotiation summary page where you can see information on the negotiation. To search for and manage a draft negotiation: 1.

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

If you do not know the beginning of the name. In some cases. such as the percent sign (%). use a wildcard. On the Search and Select page. This includes addresses such as Bill-To and Ship-To. Click Go. For example. 3. there are many predefined lists which you can apply to your negotiation to save time and standardize your sourcing practices. you can search for all price element lists that contain a particular price element. many attributes default according to the organization you select. Additionally. The Search Results display shows all addresses that matched your search criteria.5. For example. a search on %Boston might return North Boston as a billing address. To search for and select a different address: 1. a partial name.1. The search value can be an address name. Enter as many search values as required to efficiently qualify your search. click the link to apply a predefined list. Page 141/209 . you can search using multiple criteria. 3. a search on br% returns only Brussels. For each list. 2.Oracle Sourcing Help 2. You are returned to the negotiation creation page with your new address appearing in the address field. 2. or the search wildcard. Click the flashlight icon next to the address field. most lists allow you to search by the list name and/or words in the list description. On the negotiation creation page. From the Search Results display. select the list and click the appropriate links or buttons to process the list if necessary and to apply it to your negotiation.7 Searching for lists When creating a negotiation. Such lists include lists of item attributes or price elements. a search on b% returns both Beijing and Brussels.5. The system performs a begins with search using any search values you entered. To search and apply a list: 1. however. enter a search value in the Search field and click Go. 2.1. %. For example. you can search for all lists that contain a particular list entry. Find the correct address and click Select.6 Searching for addresses: While creating negotiations. you may need to change the default to a different address.

click Cancel. Type of character encoding you want used when performing spreadsheet downloads and uploads. Page 142/209 . A new password. 3.Oracle Sourcing Help 3. click Preferences in the group of links either the top or at the bottom of the page. When you have finished editing your personal information. 2.1 How do I update my Sourcing personal options? 1. The format in which you wish to receive notifications from the system. click Apply. To cancel all changes. The method you want to format date and number fields. My Profile 3. Any accessibility features you are using The currency you prefer to conduct business in. enter information in the following fields: Enter or change the following personal information: Name Preferred Language Country or territory where you live Timezone where you live. From the Negotiations Home page. in necessary. On the Preferences page.

1 Introduction to Sourcing Intelligence What is Sourcing Intelligence? Sourcing Intelligence provides all the analytic and transactional reporting for your Sourcing application. Sourcing Buyer Intelligence Reports 4.1. If Current Price is not available. See "How do I export report data to a spreadsheet?" 4.type (bid or quote). You can view the reports online.2. View summary reports that allow additional details. see "How do I run the reports?" Notes: Note the following when generating and evaluating report information o o o Any report displaying calculated amounts does not include any RFI amounts. Identify negotiation opportunities. For each supplier. or export and open the reports in a third-party software application (such as spreadsheet software) where you can analyze and format the numbers at your discretion. as well as the total amount awarded to this supplier. savings is zero. 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.1 4. Identify potential savings opportunities.Oracle Sourcing Help 4.1.1. the report shows the total amount generated by each sourcing transaction.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). You can use Sourcing Intelligence to: Track trends of purchases over time. Sourcing Intelligence promotes the increased efficiency by enabling visibility and analysis of system transactions. You can sort the report by clicking on the any of the underlined column headings. Savings is calculated by taking the difference between Current Price and Award Price and multiplying it by the Award Quantity. Page 143/209 . Amounts do not include lines where award quantity and award amount are unspecified. To run the Awards by Supplier report.2 What are the Sourcing Intelligence reports I can generate? You can generate any of the following Sourcing Intelligence reports: 4.

Once you have generated a Savings by Category report. You can view the supporting awarded bid by clicking the Auction number or Bid number. Note the following when generating and evaluating report information: When entering a category search parameter.2.1.Oracle Sourcing Help 4.1) report for the items listed.3 Awarded Bids Detail report What is the Awarded Bids Detail report? The Awarded Bids Detail report displays detailed information about auctions for which business has been awarded. the report reflects only the system-hosted catalog item categories. savings is zero. select Standard Purchase Order. The report is sorted by category.2. To run the Savings by Category report. the report reflects only the system-hosted catalog item categories. Page 144/209 .3. Amounts do not include lines where award quantity and award amount are unspedified.1. Amounts do not include lines where award quantity and award amount are unspecified.1. see "How do I run the reports?" Note: For the Auction Outcome report parameter.2 Savings by Category report What is the Savings by Category report? The Savings by Category report displays your total savings broken down by item category. you can generate a Savings by Item (Section 7. Savings is calculated by taking the difference between Current Price and Award Price and multiplying the difference by the Award Quantity. Any report displaying calculated amounts does not include any RFI amounts.1. Section 4. If Current Price is not available. with the category with the highest productive award appearing first.2. Blanket Purchase Agreement. or All Outcomes.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. 4. To run the Awarded Bids Detail report. Any report displaying calculated amounts do not include any RFI amounts. see.

Inc. You are prompted to save the file. 4. savings is zero. Copyright 2000 Three D Graphics. Any report displaying calculated amounts do not include any RFI amounts. or All Outcomes. If Current Price is not available. Inc .1. (If you see an Unknown File Type window. 3.1. 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. the report reflects only the system-hosted catalog item categories. You can view individual quote details by clicking the quote number. There are two main steps in this process: To export report data to a spreadsheet: 1.Oracle Sourcing Help Savings is calculated by taking the difference between Current Price and Award Price and multiplying the difference by the Award Quantity. Perspective for Java licensed from Three D Graphics. see "How do I run the reports?" Note: For the Auction Outcome report parameter.2.. click Save File. savings is zero. select Standard Purchase Order. but at times. Generate the intelligence report of your choice. After you have generated your report.) Save the file to the drive/location of your Page 145/209 . Amounts do not include lines where award quantity and award amount are unspecified.3 How do I export data to a spreadsheet? You can conveniently view report data online. 4. If Current Price is not available. Blanket Purchase Agreement. you may want to export the data to a spreadsheet application where you can analyze and format the numbers at your discretion.. To run the Awarded Quotes report. click Export to Spreadsheet at the bottom of the report page. See "What are the Sourcing Intelligence reports I can generate?" 2.4 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.

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

5. o 4. and click Go. See "How do I export report data to a spreadsheet?" 4. see "How do I run the reports?" Page 147/209 . It also gives a breakdown by negotiation type of the total amount of money transacted. The Sourcing Reports page displays information on the reports in the system. click the Reports tab.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). On the Negotiations Home page. Once the report displays. the report defaults to your functional currency. Enter any search criteria into the appropriate fields. Click Export to Spreadsheet to download the report.) An asterisk (*) indicates a required field: o *From and Through Date Enter a date range for extracting and summarizing transactions. Suppliers (if available) Select the suppliers of interest using the search icon next to the field. the report shows the total amount generated by each sourcing transaction type (bid or quote). o o Category (if available) Select the category of interest using the search icon next to the field. For each supplier. (Not all reports have all of the following search criteria. transactions for all currencies.2 Intelligence Reports 4.1 How do I run reports? 1. if desired. including the selected currency and the currency code. 4. as well as the total amount awarded to this supplier. You can sort the report by clicking on the any of the underlined column headings.1. click Show Chart (if available) for a graphical representation of the report. Click the link for the report you want to run. To run the Awards by Supplier report. If left blank. 3. In the spreadsheet. if you want to view all transactions completed in all currencies. are displayed. Currency Select the currency of interest. you can export the report data to a spreadsheet. However. 2. only transactions for that selected currency are displayed.2.Oracle Sourcing Help To view transactions in all currencies: When you view transactions for a selected currency in a report.3.

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

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

click Full List. 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. If you have Oracle Procurement Contracts installed.1 Responding to Negotiations 5. click the Response Number link. If your company has multiple sites that are known to the buyer who created the negotiation. Page 150/209 . The Active and Draft section shows negotiations in which you are participating by either having placed an active response. you may see multiple entries having the same negotiation number but associated with different sites. Help for Sourcing Suppliers 5.1 How do I access negotiations? The Negotiations Home page is the central point of access for all your negotiations. This takes you to the negotiation summary page.Oracle Sourcing Help 5. If this is the case. To see your current response or draft information. To see information on the negotiation. Note that this section only displays the five negotiations with the most current expiration date. You can also monitor negotiations in which you are participating and manage any draft responses you have. The Response Status column shows whether you have an active response against this negotiation or whether you are in the process of drafting a response. To see the complete list of invitations. To access a negotiation.1. This takes you to the Details page. You can place a response on behalf of either or all sites. 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. click the Negotiation Number link. a separate invitation might have been sent to each site. click its Number link. you can respond to all public negotiations as well as those negotiations to which you have been specifically invited. 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. or by having a draft response that is in progress. you can manage your contract deliverables from this page as well. From here.

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

the response controls. or quote).2.Oracle Sourcing Help Creating and managing sourcing events Updating profile information Viewing award decisions Updating profile information 5. shipping and billing information. (See section 5. or price breaks associated with it. The Negotiation Summary page displays all the current information for this negotiation. detailed item information. 2.1 “How do I monitor negotiations to which I've responded”). The Notes and Attachments section displays any text messages from the buyer and any attached files.1.4 How do I view the details of a negotiation before placing a response? 1. Click the negotiation number to access the Negotiation Summary page. pricing. 3.1. 2.4. Alternatively. Submit your response (bid. you can view information on the item attributes by clicking the "View" link under the Details column. 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. Find a negotiation in which to participate (See Section 2. price elements. use the Search Negotiations fields to access the Active Negotiations page. To respond to a negotiation you must: 1.1 “How do I access negotiations”). Page 152/209 . This includes such information as the time the negotiation. 5.3 How do I respond to a negotiation? Suppliers can respond to public negotiations and private negotiations to which they have been invited. Monitor the action in the negotiation in which you are participating.1. Attachments can be viewed by clicking the paperclip icon. click the negotiation number to access the Negotiation Summary page for the negotiation in which you are interested. If the item has attributes. (See Section 5.6 “How do I submit a response online”). Under Open Invitations.

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

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

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

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

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

click Return to Negotiations to return to the negotiation summary page. there will be two attachments for each line. the page displays the negotiation header information. Once you have viewed all your attachments. search for an open negotiation by selecting a search criteria. By default.1. To see the detail information for each line. From this page you can continue placing a response. providing a search value and clicking Go. Click the negotiation number link to display the negotiation summary page. 5. 5.7 How do I view the attachments associated with the negotiation to which I am responding? In addition to the typical negotiation information. If this line was AutoCreated from Purchasing and there was both an attachment at the requisition header level as well as attachments at the line level.8 How do I use item attributes and price elements when responding to a negotiation? When creating a new negotiation. When you respond to a negotiation that includes item attributes and/or price elements. Price elements identify additional costs associated with an item which need to be negotiated in addition to the item price. Page 158/209 . Click the Lines subtab to see details of the negotiation lines. The first attachment is the requisition header attachment. you can view these specific item details (if allowed by the buyer) and enter additional values to target your response. The buyer can use the note text box for short communications or use attachments for larger amounts of information. you see any notes and attachments assigned by the buyer to the line. From the Negotiations Home page. Notes and attachments can be assigned to the negotiation header or the negotiation lines. click that line's number link. 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. 2. 3. click the negotiation number link under Your Company's Open Invitiations to view negotiations to which you have been invited. 4. To view the notes and attachments: 1. The second attachment is the line attachment. on occasion the buyer may need to communicate or request additional information such as specialized requirements. On the Line: page.1. Alternately. a buyer can add item attributes and/or price elements to any item(s) in the negotiation.Oracle Sourcing Help 5.

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

You can also change the proxy bid minimum amounts. you cannot change this amount unless the minimum amount is met in the auction bidding or you cancel the proxy bidding on the item. for example. Enter your proxy bid decrement amount. Discontinue bidding on the item Page 160/209 .Oracle Sourcing Help To activate proxy bidding: When you place a bid on an auction. 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). then enter a proxy minimum bid only for those items on which you want to proxy bid. For example. If the bidding on an auction item in which your proxy bidding drops below your proxy bid minimum amount. You can then do any of the following: Enable another round of proxy bidding for the item Enter new proxy bid information. You cannot enter different proxy bid decrement amounts for each item. you can enter your proxy bid information in the appropriate fields on the Create Bid page. if you have submitted a $3. not your own current bid. Use numbers. Proxy Bid Decrement You must enter the exact amount by which you want each of your proxy bids to decrease. When bidding on an auction that contains more than one item. Bid manually on the itemContinue bidding on the item by submitting bids manually. you can proxy bid on all or selected items. Proxy Minimum Bid You must enter the lowest price you are willing to proxy bid for any auction item. you can cancel your proxy bid and submit a new bid with the updated proxy information. Then submit the bid as normal. automatic proxy bidding is discontinued. Note: After you have submitted your proxy minimum bid amount.300 on your behalf. 10. you must provide the following information: Note: If at any time you wish to change your proxy bid information. To submit a proxy bid for any auction item. the system will automatically submit a proxy bid of $3.500 bid in an auction with a proxy bid decrement amount of $100. Your proxy bid decrement amount will be applied to the current winning bid in the auction. the system will continue to automatically rebid (by the proxy bid decrement amount you specify) until your proxy minimum bid price is met. Whenever your bid price is exceeded by a competing bid price. and a $3.75. You can change your proxy bid decrement if all items on the bid do not have proxy enabled.400 bid is subsequently submitted.

Click Create Bid to create a new bid. and click Cancel All Proxies. the bidder may wish to update the non-price related information to improve the price to total score ratio. Select the items for which you wish to disable proxy bidding. click Create Bid.12 What is power bid? Power bid allows you to expedite your rebidding when you have bid on several items in the same auction. On the Rebid page. Usually. click the Response number link. In both these cases. there may be certain instances in which the bidder needs to end proxy bidding early. the bidder may wish to halt the proxy bidding to update bid information. Page 161/209 . At this point. To continue placing a new bid. To cancel proxy bidding. For example.1. When the Rebid page appears. Once you have placed a bid using proxy bidding. To view the details of your current bid.11 How do I turn off proxy bidding? Proxy bidding allows a bidder to have the system automatically rebid whenever a competing bid is received.Oracle Sourcing Help 5. The Cancel Proxy Bidding page shows all line items for which you have proxy bidding enabled. However. it can be allowed to run to conclusion. click Cancel Proxy at the bottom of the page. Power bidding cannot be used if any of the auction items contain price elements. Cancelling proxy bidding In most cases. The bidder specifies the amount of the price decrement (expressed as a percentage or a flat price reduction) and the minimum price to offer. proxy bidding in suspended. all of your bids (losing and winning) in an auction are improved by the percentage you enter in the Power Bid field. 1. this happens when the bidder needs to update bid information. 2. When you use power bid. Or in a multiattribute weighted negotiation. 3. the system will continue to rebid at lower prices until the bidder's minimum bid price is reached.1. once proxy bidding has been initiated. you can monitor its progress by locating the negotiation number under Your Active and Draft Responses section of the Negotiations Home page. 5. 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. Once enabled. continue entering your new bid information (including new proxy specifications if desired). the promise date offered by the bidder may need to be updated due to unforeseen situations at the time the proxy was begun.

select Create Quote/Bid from the Action menu and click Go. 3. 5. Navigate back to the Quote/Bid by Spreadsheet page. Bulk loading is also useful if you respond to similar negotiations that occur repeatedly. Your bid prices so not take effect until you click Submit Bid. click Clear Changes. On the Quote/Bid by Spreadsheet page. 3. Open the spreadsheet file and complete according to the instructions in the Read Me file included in the zip. You can then enter a new power bid percentage and click Go to revise your power bid. 5. for example. Save the spreadsheet file to a convenient location. You can download an Excel spreadsheet or a text spreadsheet. As you prepare to respond. then click History to review responses. Access the auction on which you want to rebid.25. When you are satisfied with your power bid prices. After you have located a negotiation on which to bid. you may want to look at responses that have already been submitted (not viewable in blind or sealed auctions or in RFQs). click the negotiation number and review the negotiation's details and lines.13 How do I download a spreadsheet and respond offline? Importing your responses using a spreadsheet is helpful if there are many lines in a large negotiation. You can create the spreadsheet once and then make only the modifications necessary for a particular negotiation. Access the open negotiation to which you wish to respond. your bid status does not change yet. even if your new bid price exceeds the current best bid for any auction item. To download a spreadsheet and prepare your bid or quote offline: 1. 4. If you want to return to your original bid prices.1. Save the file. On the Create Bid page. Because you are only previewing your power bids. 7. 4. Click Recalculate to preview your power bid prices. 2. The recalculated price appears in the Price field. select the type of file(s) you wish to download. Enter numbers. click Submit Bid and review the details of your bid. From the negotiation summary page. Page 162/209 . 2. enter the power bid percentage by which you want to decrease each of your bids in the auction. 6. 5.Oracle Sourcing Help To use power bid: 1.

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

To be eligible for an award decision. Click Yes.Oracle Sourcing Help 5. 5.16 Why would a negotiation have special terms and conditions? Your buying company can include customized terms and conditions that govern its negotiations. To respond to a negotiation that was amended before your first response: If the amendment was made prior to your first access. Page 164/209 . Once you have acknowledged all the amendments.1. you must review and acknowledge the amendments and place a new response. If you placed a response before the amendment was made. 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.17 How do I respond to an amendment to a sourcing document? After publishing a negotiation.1. Once a document has been amended. the buyer may need to update some of the information defined in the sourcing document. 6. click Accept. you must review and acknowledge each one. 5. You will not be allowed to enter a response in the negotiation. You are informed that the negotiation has amendments and are prompted to acknowledge them. 1. you can continue to respond to the negotiation normally. 3. click the checkbox and then click Acknowledge. When you respond to such a negotiation. 4. you must have reviewed all the amendments and placed a response to the latest one. Search for the negotiation. Select the negotiation and click Respond. On the Acknowledge Amendment page. you will only be able to respond to the amended version. then continue entering your response. review the document information. If you do not accept the negotiation's terms and conditions. Review the negotiation's terms and conditions. To respond to a negotiation that was amended after your first response: 1. Such updates are called amendments. If there are multiple amendments. 2. click Cancel. these terms and conditions are presented before you enter the details of your response.

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

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

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

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

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

you must have reviewed all the amendments and placed a response to the latest one. On the Negotiations Home page. you can continue to respond to the negotiation normally. 4. you must review and acknowledge the amendments and place a new response. Search for the negotiation. open and inspect the print directly or save it to a location and review the document locally. Such updates are called amendments. 3.Oracle Sourcing Help To print a negotiation (for suppliers): 1. 5. On the Negotiations Homepage. 3. When the prompt box appears. open and inspect the print directly. you must review and acknowledge each one. click the checkbox and then click Acknowledge. 2.2. On the Acknowledge Amendment page. You are informed that the negotiation has amendments and are prompted to acknowledge them. Click the Contract Terms link in the navigation bar. search for the negotiation for which you wish to print the contract terms by clicking the negotiation number link. 4. 3.10 How do I respond to an amendment to a sourcing document? After publishing a negotiation. 1. Once you have acknowledged all the amendments. search for the negotiation you wish to print by clicking the Negotiation Number link. Select the negotiation and click Respond. or save it to a location on your machine and review the document there To print contract terms only: 1. If there are multiple amendments. When the prompt box appears. Page 174/209 . select Print Document from the Actions menu. Click Yes. Click Preview Contract Terms. review the document information. 6. 5. Once a document has been amended. To be eligible for an award decision. you will only be able to respond to the amended version. 2. the buyer may need to update some of the information defined in the sourcing document. 2. To respond to a negotiation that was amended before your first response: If the amendment was made prior to your first access. On the negotiation summary page.

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

oracle. visit the Oracle Accessibility Program Web site at: http://www. Standards will continue to evolve over time. 6. our documentation includes features that make information available to users of assistive technology.3.3 Documentation Accessibility Our goal is to make Oracle products. 6. 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.Oracle Sourcing Help 6. and must be fully installed to take advantage of their features.3.com/accessibility/. These other Oracle Applications may require separate licenses. This documentation is available in HTML format. may not always correctly read the code examples in this document. a Windows screen reader. 6. Page 195/209 . however. with good usability. To that end.1 Accessibility of Code Examples in Documentation JAWS. and supporting documentation accessible. The conventions for writing code require that closing braces should appear on an otherwise empty line. and contains markup to facilitate access by the disabled community. JAWS may not always read a line of text that consists solely of a bracket or brace. Oracle neither evaluates nor makes any representations regarding the accessibility of these Web sites.4 Product Integration and Licensing This documentation includes information about many features of Oracle Applications other than this product. services. For additional information.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.

the report shows the total amount generated by each sourcing transaction.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. Savings is calculated by taking the difference between Current Price and Award Price and multiplying it by the Award Quantity.1. If Current Price is not available. Appendix 7. Inc. Copyright 2000 Three D Graphics. savings is zero. Amounts do not include lines where award quantity and award amount are unspedified.type (bid or quote).Oracle Sourcing Help 7. For each supplier. see Section 4. Page 196/209 .3.1 «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. as well as the total amount awarded to this supplier. 7. You can sort the report by clicking on the any of the underlined column headings To run the Awards by Supplier report.1 What are the Awards by Supplier report? The Awards by Supplier report displays a summary of all awards made by the buyer to supplier(s). Inc.

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

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.2 Reusable Attribute Lists 7.2. or All Outcomes. On the Create Header Atttribute List/Create Line Attribute List page. Attribute lists are named groups of line attributes (line characteristics) that applies to a line in a negotiation. To create an attribute list: 1. 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. Any report displaying calculated amounts do not include any RFI amounts. 3. Click "Attribute" under the Reusable Lists area of Quick Links on the Negotiations Home page . Buyer cannot create inactive lists . see "How do I run the reports?" Note: For the Auction Outcome report parameter. You can view individual quote details by clicking the quote number. savings is zero. Page 198/209 . Active lists are available for use by buyers during negotiation creation.Oracle Sourcing Help 7.1. 2.4 What is the Awarded Quotes report? The Awarded Quotes report displays information about the selected RFQs that have been awarded in the system. click either Create Header Attribute List or Create Line Attribute List . Savings is calculated by taking the difference between Current Price and Award Price and multiplying the difference by the Award Quantity. the attributes on the list will apply to all lines added to a negotiation created with that template (though the buyer who is using the template can edit and remove attributes as appropriate). If Current Price is not available. If you include an attribute list in a negotiation template. On the Reusable Attribute Lists page. To run the Awarded Quotes report. Note the following when generating and evaluating report information: o o o o When entering a category search parameter. enter a name and description of your list and select a status. select Standard Purchase Order. 7.

Oracle Sourcing Help 4. 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 define the following defaults: Enable weights If you click this checkbox. Click Submit 7. Display scoring criteria to suppliers Select this checkbox to allow suppliers to see the criteria you will use when scoring their responses. These attributes often solicit information about the supplier.1 What are header attributes and how do I use them? You can define header attributes that apply at the negotiation level. If you change the max score. it only applies to new attributes. Note: The settings you specify here apply to all header attributes. personnel qualification. Weights are used along with the scores you enter during the analysis phase of the negotiation. You can enter a number that represents the highest number that can be entered for any header attribute. Click Add Another Row and continuing defining attributes until you have finished entering attributes. You use this column to weight this attribute in relation to all the other header attributes. 7. See How do I score header attributes? for details on how weighted scores are used.3.3 What are score settings and how do I use them with header attributes? While defining your negotiation header. Default maximum score. a Weight column appears in the Attributes section in addition to the other attribute columns. Weighted scores for all header attributes are added together to give the total score for a response. and financial visibility. Knowing such information provides you with a better understanding of the Page 199/209 . to calculate the value for a supplier's response to this attribute. Select Scoring Settings above the Attributes table to define the defaults that will be used for your header attributes. you can choose to also define header attributes. This is the default value that appears throughout the negotiation for a particular attribute unless you change that attribute's default. Complete the required attribute fields.

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

Agreement Terms If you select blanket purchase agreement as the negotiation outcome. The default address is defined in Oracle Purchasing. *Ship-To Address Address to which the RFQ/Auction items will be shipped. The possible values for your operating unit are defined in Oracle Inventory. 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. Payment Terms The payment terms for your suppliers. Carrier The freight carrier your supplier should use. FOB Page 201/209 . the precision for amounts is automatically governed by the standards defined by the ISO (International Organization for Standardization). The default is set in Oracle Purchasing. 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. The default address is set in Oracle Purchasing. Click the flashlight icon to browse for other addresses. 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 precision you set doesn't apply to per-unit prices entered in a currency other than the RFx/Auction currency. o Minimum Release Amount *Billing Address Address to which your RFQ/Auction bills should be sent. 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 are defined in Oracle Payables. 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.

To use the Graphical Monitor: 1. your bid is enclosed in a rectangle. 7. If you are the buyer.Oracle Sourcing Help The FOB terms for your supplier. The possible values and the default are defined in Oracle Purchasing. The draft document is available from the Negotiations Home page. you see only the price. 2. The current winning Quote/Bid is enclosed in a circle. Click View Monitor. if you are a respondent. Holding the cursor over a bid displays its current price. 3.5 How do I use the Graphical Monitor to view responses to items in my negotiation? You can use the Graphical Monitor to easily view all the responses given to any item on a negotiation you have created or to which you have responded as long as the negotiation is still open and is not a blind or sealed negotiation. you see both for all bids. Any time you are on a page on which the graphical monitor icon appears and is enabled. Freight Terms The freight terms for your supplier. as well as blind RFQs. all quotes/bids are displayed as dots. Select the item whose performance you wish to see. if the bid does not belong to you. Note to Bidders Add Attachment When you have finished entering your business terms and conditions. The possible values and the default are defined in Oracle Purchasing. This means that respondents can only use the Graphical Monitor to view bids in an open auction although the buyer can view open or blind auctions. Click on the monitor icon. click the "Add Items" link to proceed to the next step. If the bid belongs to you. A new window opens showing the current responses on the item you selected. Page 202/209 . you can use the monitor to graph the progress of the negotiation items and the responses they've received over time. 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. Additionally. you will see your name and price. or you can save the negotiation as a draft by clicking Save Draft.

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

4.this code must be unique within all price element codes Price Element Name .how the cost for this price element is determined. Per-Unit . You return to the Price Elements page. Please see How do buyers and suppliers communicate while a negotiation is in progress? (See Section 2. You can define the same price element to every language installed. 7.a fixed amount regardless of the number item units. On the Create Price Element page. enter information for the following fields: Code .a fixed amount for each unit of the item.The default status is active. From the Sourcing Welcome page.a percentage of the final negotiated item price. On the Price Elements page. Click "Price Elements" under Auction/RFQ Tools. 6. Description . When you have finished entering. Status . Click "Create Price Element. You can change the statue to Inactive to prevent the price element from being added to any negotiations.a text description of the price element Pricing Basis . click the Auctions or the RFQs tab.4. click Done. 3.8 Can suppliers communicate with each other while a negotiation is in process? This file has been obsolete.Oracle Sourcing Help To create a reusable price element: 1. 2. % of Item Price .this name must be unique within all price element names.9) Page 204/209 . Fixed Amount . select the language for which you are defining the price element." 5.

Prior to approval. the contract template can contain both approved and draft clauses. Approve the contract template. 3. Non-Standard Clauses Non-standard clauses exist only in business documents.Oracle Sourcing Help 7.9.2 “About the Contract Terms Library”). the text of a standard clause in the business document can be changed. Apply the contract template to a business document.9.1 About Clauses A standard clause is the legal or business language used to author a contract. 7. After you apply the contract template to a business document. You can either approve clauses before adding them to the contract template. In order to make standard clauses available to be used in business documents. or you can leave the clauses in draft form. at which point the clause becomes a non-standard clause. 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. Page 205/209 . You can create templates that include both clauses and deliverables. Unless protected. not in contract templates. or a standard clause that you edit and make non-standard. A non-standard clause is a clause that you create to add in directly into the business document. You can create and modify standard clauses in the Library. These templates can then be used to default clauses and deliverables on a contract. 2.9 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. Standard Clauses A standard clause is a clause defined in the Library (See Appendix 7. Add the clauses to a contract template. all the clauses in the contract template automatically become standard clauses in the business document. Clauses are drafted based on both business and statutory requirements.

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

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

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

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

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