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

.....8 What are price breaks....6 .......... 99 2.......................................3......4.................................11 Who can participate as team members? ...1.10 How do collaboration teams work? ........................................................8 How do I view the backing information for lines AutoCreated from Oracle Purchasing?..........................5 How do I create a deliverable and use it in a negotiation document?........................2 What kind of services can I negotiate for?.......................... 92 2... 97 2...................13 What are global agreements............... 107 2................1...........4........... 88 2....................11 How do I extend a negotiation that is in progress? . 108 2........ 102 2...4.....3..................9 How do buyers and suppliers communicate while a negotiation is in progress? ........................3 How do I respond on behalf of suppliers without Internet access?................3 Are there any shortcuts available when creating a sourcing document? ...........5 2......1 What are some negotiations strategies I can use? .... 106 2..............3............................. 105 2...................5 How do I use the Graphic Monitor to compare competing quotes or bids for a particular negotiation line?......................3..................................... 102 2........1..3 Monitoring Negotiations.................. and how do I use them?...........3......................................2......................2 How do I monitor the negotiations I have created? ..............3........1.. and how do I use them?.................1 How do I create a deliverable and use it in a negotiation document?... 93 2................................ 105 2............................ 117 Page 5/209 2.............1.................................2 What is a sourcing event? .................. 98 2......1........3..................4.............................................................3..........4...........................3.................... 84 What are Reusable Price Element Lists.......................12 How do security levels work? .........4....4......3.......................................1 How do I access negotiations? ............................................1...... 116 2....Oracle Sourcing Help How do I use price elements? ..4 What are Your Negotiations at a Glance?..................................................................................................... 114 2..10 Can I invite additional suppliers to a negotiation I've already created? ........6 How do I copy a sourcing document?... 106 2.. 112 2..............1...............3.......3..........14 How do I initiate a new round of responding?......................1.... and how do I use them in my negotiation?............................4.............1................. 91 2..4 Additional Creation Topics ...................4 Can I create and save sourcing documents without submitting them? ......... 104 2.................. 100 2..12 How do I change my auction's AutoExtend settings while the auction is in progress?..2............ 98 2......2.1........................1....7 What are price breaks...............1..... and how are they used? ..................................13 What is shortlisting and how do I use it? ..........4...... 107 2..............6 How do I download the responses I have received? .................... 96 2...............1.............1..........3.....................2 Using Oracle Services Procurement and Oracle Procurement Contracts................2............................3........ 100 2.................4.......4 What are contract terms and conditions.. 103 2........................... and how do I create and use them? ...........1................ 96 2.....9 What are amount based line types....... 115 2.................................... 84 2....3 How do I define services related lines?...........................................3..........4.........................................7 What are contract terms and conditions.....................3.... 88 2............... 109 2............................................................................ 95 2..... and how do I use them?.........................7 How do I analyze the responses I have received?.........3........... and how do I use them in my negotiation?....... 86 2............4........1............ 103 2....4............ 110 2..... 114 2.....................

..........19 How do I view the approval history for my negotiation? ...3...3.. 137 2.. 147 4..................................................... 141 3.............18 How do I print information on my negotiation? ..............2.............4 Awarding Negotiations .................................................. 143 4..... My Profile ....................................17 How do I create an amendment to a negotiation? .............................. 127 2...............................................1 How do I search for information on Oracle Sourcing? .................................1..................... 144 4........ 138 2....4.................. 141 2...Oracle Sourcing Help How do I close a negotiation before its scheduled close date and time?....... 133 2.....1 What is the Awards by Supplier report? ...................................1 How do I update my Sourcing personal options? ..............1......5 How do I download the responses I have received? ................2. 124 2......1......... 138 2.............................. 143 4...............4.................10 What information is contained on the Award Summary page? .4 Searching for suppliers:..........4.....................1........... 128 2. 124 2.....................................................1.....4..... 139 2. 120 2................4................................3 Awarded Bids Detail report .5..............................................................2 What is the Savings by Category report?.....5.................. 137 2.1 Awards by Supplier report ..................5.............1. 143 4..........4.... 120 2.............. 120 2........................... 140 2............................ 142 3...1 How do I run reports? ...................................... 121 2... 143 4.......3 Searching for draft negotiations ...1......... 147 4. 145 4................ 143 4. 130 2............. 136 2...........................2 Searching for all negotiations to which you have access:..........................5 Searching for lines and categories............................. 145 What is the Awarded Quotes report? .........2 What are the Sourcing Intelligence reports I can generate?...........20 How do I manage deliverables I have assigned to a negotiation?................ 137 2.............................3...........3 What are the different methods I can use when performing awards? .........2..5...3 How do I export data to a spreadsheet? .......1...............3........................... 124 2......................1...............................1...5.....2......................................5.13 What is contract binding?..................................4 How do I award business in an RFQ or auction?....................2 Savings by Category report.............................2 How do I unlock and unseal a sealed RFQ or auction? ...4.....................1.............. 133 2......................... 144 What is the Awarded Bids Detail report? ..........7 How do I use a spreadsheet to award negotiation items?......................5............. 129 2......... 139 2.....4...............12 How do I generate a purchase order document? .1..........5...........7 Searching for lists....1 How do I view the responses I have received? .......................... or auction? ..............11 Can I see information on my negotiations once I have completed awarding them? ................ 144 4......6 Searching for addresses:.......................................................1 Introduction to Sourcing Intelligence...............3.....................6 How do I manually score header attributes? .................. 142 4................................. 135 2..8 How do I allocate backing requisitions among awarded items? ...........1 What is Sourcing Intelligence? ....4 Awarded Quotes report ......................... RFQ......... 123 2............................5 Searching.....15 ........................ 131 2......... Sourcing Buyer Intelligence Reports............... 124 2..............3.............2 Intelligence Reports ...........................................................................4.1............................................................4....1 Searching for your negotiations in which you are participating: ......................4.........4.... 147 4............ 148 Page 6/209 2................4.........1........................................................1....................................................................................... 145 4.............................2. 122 2................16 How do I cancel a negotiation?......3........................................................................................................9 How do I disqualify responses I receive for an RFI......2.....

1................19 How do I respond to a service-related line?.............. 158 5......................... 172 5.............4 How do I view the details of a negotiation before placing a response? .........................................1 What are the benefits of registering and participating in this system? .........................1...1.....................1....................................2...............................................9 How do I print information on my negotiation? ...................3.........................16 Why would a negotiation have special terms and conditions? ..................................................................................2 Monitoring Negotiations.................................................... 153 5.....2.2 How do I use Quick Links?..........7 How do I view the attachments associated with the negotiation to which I am responding? .....................................................2......3 How do I track the status of my responses?............................1......8 How do I turn off proxy bidding? ....................................................17 How do I respond to an amendment to a sourcing document? ... Help for Sourcing Suppliers...............................6 What information is contained on the Rejected Items page?................1..... 163 5..................................................................9 What is AutoRefresh? ...................... 178 6.......2................. 179 6..............1.............................. Additional Information.7 How do buyers and suppliers communicate while a negotiation is in progress? .......2 How do I use Quick Links?.....8 How do I use item attributes and price elements when responding to a negotiation? ......................................... 179 Page 7/209 ..............................12 How do I respond to a service-related line?..2......................1....................................1 How do I monitor negotiations to which I've responded? ...................................1..............1.....2...........2 Can international companies participate? ............. 159 5..........3 How do I respond to a negotiation? .................. 159 5................................11 How do I turn off proxy bidding? .............................................1....2.... 167 5.......13 How do I download a spreadsheet and respond offline?..3 Searching..18 How do I respond to a deliverable defined to a negotiation?........................4 What is the Awarded Quotes report? ......... 175 5....3 What is a WinZip (or zip) file? .......................1 Additional Topics ....1 How do I search for negotiations? . 150 5.......... 168 5.......... 170 5..1 How do I access negotiations? ........11 How do I respond to a deliverable defined to a negotiation?......................................... 161 5..........................1.......... 152 5.... 177 5.........................1.. 177 6.......1.............................................2.... 149 5..4 What information is contained on the Disqualified Responses page? .10 What is proxy bidding and how does it work?... 150 5........................15 How do I respond to a negotiation that has gone to an additional round of responding?........................... 158 5...1......................................... 150 5...2.....10 How do I respond to an amendment to a sourcing document? ..................................................................... 166 5......................... 174 5................................ 151 5..................2...... 178 6...................1 Responding to Negotiations............1...............................................................2........1........... 162 5. 167 5..........12 What is power bid?.....................2..............5 How do I respond to a Request for Information (RFI)?..... 167 5.......................1.....1..................................................... 165 5..... 163 5..............1.................................. 164 5.....................................................2................. 170 5...1.............1................................ 152 5..................... 167 5.................................................14 How do I rebid on an RFQ or auction? .................. 154 5............... 161 5........... 173 5.... 169 5..........2.6 How do I submit a response online? .......................... 148 4.........3 What is the Awarded Bids Detail report? . 176 5............................ 164 5................Oracle Sourcing Help 4....................... 178 6.......................................................5 What information is contained on the Awarded Items page? ...........

................. 208 7...............1 How do I create an attribute list? ........ 205 Non-Standard Clauses........................... 203 7...................................1 About the Contract Terms Library...... 206 System-Defined Variables ........................................ 202 7..............................1 What are the Awards by Supplier report? ..........................................................3 What is the Awarded Bids Detail report? ................................. 196 7.9......1 What are header attributes and how do I use them?............................................... 207 Deliverable Variables..........................6 Why are some RFQs and auctions associated with a sourcing event? ....................................................................................... 208 Page 8/209 .... 207 User-Defined Variables.......................3................1.................................................. 196 7..3.7 What are reusable price elements and how do I create them? ....................................... 200 7..1............9....... 195 6............................................................................................................................... buttons..................2 Reusable Attribute Lists .... 207 Variable Identification ........................9 About Contract Templates ..................... links.............. 206 Table Variables ............................... 180 6........................... 198 7..................3 About Deliverables.......... 198 7....................................................2 What is the Savings by Item report? ................................ 206 7..........8 Can suppliers communicate with each other while a negotiation is in process? ........................1....... 205 7.................................................................................................... 205 7................................................. 199 7........ 196 7...4 What is the Awarded Quotes report? ........ 199 7.................1...........3 What are score settings and how do I use them with header attributes? ............................1 About Clauses ...................................... 195 6........1 Accessibility of Code Examples in Documentation ........................... 180 6..................................9................... 195 6............ 198 7.............2..................2 About Variables ......................................................................................................Oracle Sourcing Help 6........9....................4 Why can't I access some pages....................................1. 180 6.....................3..............................2 Glossary...............3 Documentation Accessibility ................................................................. 180 6........................................................................... 197 7................................. or task bar options? .....................................................5 Whom should I contact about technical difficulties?.....................1..................... 203 7...5 How do I use the Graphical Monitor to view responses to items in my negotiation?..............................................6 What if I have problems uploading files? ..... 204 7................1.......... Appendix ..........................................................................1.......... 195 7... 207 Value Sets for Variables.............4 How do I enter business terms and conditions for my RFxs and auctions? .............................................................1 What are the Sourcing Intelligence reports I can generate?....................... 205 Standard Clauses ............... 197 7....2 Accessibility of Links to External Web Sites in Documentation...............4 Product Integration and Licensing.....

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

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

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

Prices are established based on actual supply and demand at the time the negotiation is transacted. requests for information (RFIs).2 Getting Started with Oracle Sourcing 1. Buyers can use the information obtained to subsequently conduct an RFQ or buyer's auction.1 What is Oracle Sourcing? Oracle Sourcing offers flexible negotiation capabilities to buyers and sellers.1. “How do I create and edit negotiation templates?”) and Copy features (See Section 2.4. can bypass intermediaries and establish relationships that might not have been possible using more traditional methods of buying and selling.4 “How do I create and edit a reusable invitation list”) Sourcing Template (See Section 2.1. Buyers and sellers.1.7 “Can I accept responses in multiple currencies”) Multiple Language support Notes and Attachments (See Chapter 6.2.2. and then use that information to create negotiations that drive prices based not only on price.16 “Why would a negotiation have special terms and conditions?”) RFIs Oracle Sourcing allows buyers to qualify a wide group of suppliers and their products and services using RFIs.6 “How do I copy a sourcing document”) Multiple Currency support (See Section 2.1 Frequently Asked Questions: Oracle Sourcing 1. Buyers use real-time interaction to obtain information on suppliers' products and services.2. Common Functionality All sourcing document types have the following common functionality to simplify the negotiation creation process: Reusable Attribute Lists (See Appendix 7.Oracle Sourcing Help 1.requests for quotations (RFQs).2. enabling them to efficiently obtain the best possible prices for goods and services.1.1.1. and item-specific attributes. The four different types of sourcing documents available . but on lead times.1.2 “Glossary”) Terms and Conditions enforcement (See Section 5.1 “How do I create an attribute list?”) Reusable Invitation Lists (See Section 2. Page 12/209 . who might never meet face-to-face.2.3. quantity. and buyer's auctions.

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

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 .

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

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

or any other users in your organization. terms and conditions.1. The details of the document such as the controls. submit Other Proxy Bidding (See Attribute Based Section 5.2.1.1.10) Bidding (See Power Bidding (See Section 5.1.3. Decrement/Increment (See Section 2. and invitation list are copied into a new document which you can edit if necessary.1.1. Manual Extend/Early Close (See Sections 2.8) Section 5.1.4.8) Extend/Early Close (See AutoExtend (See Section Section 2.4. Convert to negotiation document (See Section 2. Multiple If allowed by bidders may multiple bids.1.8) Price Elements (See Manual Section 5. Multiple Quotes The RFQ business process allows suppliers to submit a single quote per round.4.15) Buyers can manually extend an RFI or close an RFI earlier than the scheduled close date.1.3.7) 1.11) 2.1.7) 2.11/2. item information.8) RFIs use item attributes to solicit item information from suppliers.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.1.1.Oracle Sourcing Help Attribute Based Bidding (See Section 5.8) 5.4.4.10) Price Elements Attribute Based Bidding (See Section (See Section 5. Bids buyer. have previously created.11) an RFQ or close an RFQ earlier Early Close (See Section than the 2.11) Buyers can Manual Extend (See manually extend Section 2.4.2) Information obtained during the RFI can be used to create a new negotiation document. Page 17/209 .1.11) Price Breaks (See Section Price Breaks (See Section 2.15) scheduled close Minimum Bid date.

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

2. you can click "Manage Draft Negotiations" to access the Manage Draft Negotiations page. you see the Confirmation page.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.Oracle Sourcing Help 1.2. in essence "answering" the buyer's question.5 Are reusable invitation lists and reusable attribute lists shared across all three negotiation types? Yes.1. optional.1. These attributes represent important aspects of the item for which the buyers need information from their suppliers.2. From this page you can access and edit any of your draft negotiations.7 I just saved a negotiation as a draft document.2. that allow bidders/suppliers not only to respond to the price. you can click "Continue editing your draft.1. ensuring that only one user can work on a draft at any time. and delivery.1. called item attributes. 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. The document is released when Page 19/209 . You are granted exclusive control until you release it. quantity. these attributes can be either required. How do I continue working on it? You can continue working on a document saved as a draft by After clicking Save Draft. 1.2. When creating an RFI. or display only. 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.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. Suppliers reply to the item attribute. 1.1. From this page." Alternatively.6 What is attribute based negotiation and how can I use it? Attribute based negotiations enable buyers to define multiple item-specific characteristics. 1. 1. these lists are shared across all document types and can be accessed by the buyer as required. but also to other features salient to each item. Depending on the setting chosen during the negotiation creation. Item attributes and their responses comprise the heart of the RFI process. buyers define attributes for negotiation items.

1. 1. Each has its own benefits: Page 20/209 .1. If you wish to create a draft for a new round. You delete it from the Manage Draft Negotiations page. What are the differences? You can create RFQs and auctions in both Oracle Purchasing and Oracle Sourcing.2.1. making it available for award. 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. The system automatically updates the status of the previous round to Closed. Negotiations lines entered directly in Oracle Sourcing can include item numbers and item revisions if the item information was retrieved from the Item Master.2. However.12 I know I can create RFQs and auctions in both Oracle Purchasing and Oracle Sourcing. You can save an negotiation as a draft as soon as you get to Step 2. 1. you are not required to enter any information. The information from the previous round is enough to save a draft. You submit it (the draft becomes a valid negotiation in the system). It is removed from the system.) Another user removes the lock. Negotiations with Round Completed are not available for awarding.) 1. (Users with the appropriate function security.Oracle Sourcing Help You save it. can I award business to quotes/bids from the previous round? Once you save a new round of Quoting/Bidding. can unlock draft auctions/RFQ which were locked by other users. (The original creator can always unlock a draft. the system automatically updates the status of the previous round to Round Completed.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.10 If I have saved a draft of a new Quoting/Bidding round.9 What is the minimum information I need to enter before I can save a draft negotiation? Enter the information required for Step 1 of the creation process.1.2. such as the Sourcing Super User.2.1.

Scores represent the desirability of that attribute value or range of values compared to other values.14 What is Multi-Attribute Weighted Scoring and how does it work? Multi-Attribute Weighted Scoring is the ability for a buyer to use customizable attributes to define a product or service in a quantifiable manner. New buyers can then manage the requisitions as needed. breaks. 1. Page 21/209 .1. Custom attributes having weights and scores are called weighted attributes and require a response. The goal of scoring is to motivate a respondent to respond with quotes/bids most closely matching the desired attribute values. quantity. It then ranks the scores for the same item from different respondents based on a Price to Total Score ratio. the requisitions become available again to AutoCreate in Oracle Purchasing. 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 higher the weight.2.1.Oracle Sourcing Help RFQs/auctions in Oracle Sourcing Real time bidding. The higher the score.13 What happens if I cancel a negotiation having backing requisitions in Oracle Purchasing? As soon as you cancel a negotiation with backing requisitions. the more desirable the attribute value or range of values. The old Sourcing negotiation number remains on the requisition line until a buyer creates a new negotiation using the requisition. the more important the attribute to the item. As responses are received. the system calculates a weighted score for each attribute response and a Total Score for the item. 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. Scores are numbers between zero and 100 and are assigned to each possible attribute value or range of values.2. Each weight assigned to an item attribute is a number between one and 100 that represents the importance of that attribute compared to other item attributes. 1. or need-by date. Weights and scores can be assigned to the custom attributes.

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. item attributes can be scored and weighted.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. quantity. The lowest ratio among competing responses may not offer the lowest price.1. reflected in the Price to Total Score ratio. suppliers can quote/bid on price. 1.2. you can allow bids or quotes in currencies other than the negotiation currency. delivery dates and attributes of an item. the system ranks the supplier only on the basis of price. The winning response is decided based on the buyer's definitions of the relative importance of item attributes. 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. they are allowed to respond in only one currency per response. 1.1.2. you can invite these users Page 22/209 . Whenever you view the responses you have received. In other words.1.2. Though suppliers in a multi-currency negotiation can submit responses in several currencies. the buyer can still award the negotiation to any supplier regardless of the Price to Total Score ratio values. but it offers the lowest price per point of score.17 Can I accept multiple currencies in my negotiation? Yes.16 What is the difference between Price-Only and Multi-Attribute Weighted Scoring RFQs/auctions? In a price-only negotiation. In both price-only and Multi-Attribute Weighted Scoring negotiation.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. The buyer can still award the item regardless of the ratio. A buyer can view bids plotted on a Price to Total Score graph to assist in analysis of quotes/bids. it offers the best value for the money. however. However. the negotiation currency defaults to the functional currency defined for your operating unit. 1. In a Multi-Attribute Weighted Scoring negotiation.2. To lower the ratio for an item included in a bid. the system will automatically convert the responses to the negotiation currency.1.Oracle Sourcing Help 1. When you create a new negotiation. The lowest ratio receives the highest rank.

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

Search for and select the supplier company name by using the flashlight icon (if the supplier company information does not exist within the system. a buyer with the appropriate authorization can add the company to your Supplier Master). From the Portal page.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. Click Register. enter the required information.2. 3. 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 .Oracle Sourcing Help To register a user yourself: Anyone with the Sourcing Super User authorization. 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." 2.1. On the Register an External User page.2.1. 1. You receive a confirmation that the new user has been registered. Select the applications to which the user will have access. can directly register and approve users. Invitations are automatically sent to each supplier. 1.20 What is the purpose of notifications? Who receives them and when? Notifications are used to communicate specific events to users. Event Recipient Purpose To inform them that the negotiation is open for previewing or bidding To invite them to acknowledge intent. acknowledge intent.

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. and the close date. 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 1.2.1. or all a certain Quote/Bid has been quote suppliers in the sealed disqualified RFQ. they receive a reminder email notification once the negotiation has opened for either previewing or responding. 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. Negotiation Duration Reminder Email Sent Equal to or less than One hour after the Preview/Open Date 24 hours Page 25/209 .21 When does an invitee receive a reminder email notification? If companies do not acknowledge participation by a certain time.

you can download a spreadsheet which you can complete offline to specify your response information. You cannot respond to any negotiation that your company owns.2.Oracle Sourcing Help More than 24 hours but less than one One day after the Preview/Open Date week Equal to or longer Three days after the Preview/Open Date than one week Notes: If the buyers manually advance the close date to before the original reminder time. If the negotiation is closed. 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. 1. if they are added after the original reminder time. canceled or deleted before the reminder time. 1.22 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. they do not receive reminders.24 What is the quickest way to respond to a negotiation that has many line items? If the negotiation you wish to respond to contains many line items.2. 1. you can respond to negotiations created by your company's affiliates. Once you have completed this spreadsheet. however. Bulk loading is also useful if you respond in similar negotiations that occur repeatedly.2. then invitees do not receive any reminder.1. you can upload it to enter your responses into the system to. they receive it at the original reminder time. Such acknowledgments are intended to enhance communication between buyers and suppliers and inform buyers of the potential participation. If the buyer starts another round of negotiation before the reminder time. If additional companies are added before the original reminder time. then invitees do not receive a reminder.1. However. Otherwise. It is not mandatory to acknowledge your intent before submitting responses. these new invitees receive reminders at the original time.23 Can I respond to a negotiation created by someone in my company? No.1. the reminder is not sent. Page 26/209 .

which includes the purchase order numbers along with other information. you can enter a maximum of 240 characters.2.28 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.2. for example.25 Can I invite additional suppliers to an RFQ or auction I've already created? Yes.Oracle Sourcing Help 1.1.1. As the system administrator. Any user assigned the appropriate job function can add suppliers to an RFQ or auction any time before the close date and time. access the negotiation whose associated purchase orders you wish to see by entering the negotiation number into the Search Negotiations fields. Click the Administration tab. you can require a particular indicator be used for all negotiations." Select the indicator and specify whether users can override your selection. You can also search Oracle Purchasing by entering the original requisition information. Page 27/209 . and then click "Negotiations Configuration.1. On the Award Summary page. 1. click the response number link to view the information on that response including the corresponding purchase order created for that response. On the Negotiations Summary page.2. You can check your Notifications for the Purchase Order Creation Notification. For a Note field.2. the negotiation number.26 How many characters can be entered into the Item Description and the Note fields? For an Item Description field.27 Can the system administrator require buyers to use a certain rank indicator? Yes. 1. In Oracle Sourcing. select Award Summary from the Action menu and click Go. This displays all purchase orders for a particular negotiation. You can search for the purchase orders in Oracle Purchasing by entering the negotiation data.1. 1. you can enter a maximum of 2000 characters.

Page 28/209 . Reusable attribute lists (See Appendix 7.2. RFQ monitoring (See Section 2.Suppliers view the RFQ details and submit their quotes online.3. RFQ is typically used for complex items or services such as made-to-order manufacturing items or construction projects. The suppliers' responses to the RFQ allow the buyer to compare quotes and negotiate the best price and specifications for the good or service. 4. Reusable invitation lists (See Section 2.1. RFQ Capabilities RFQ templates (See Section 2. buyers can review quotes and award the RFQ or submit a modified RFQ for another round of quoting.4 “How do I award business in an RFQ or auction”). Quote preparation and submission (See Section 5.5.1.1.Oracle Sourcing Help 1. 2.1. RFQs enable buyers to collect quotes from suppliers for complex and hard-to-define items or services. RFQs supports both blind and sealed RFQs.2 Getting Started with RFQs RFQs support the full business process to solicit quotes from suppliers.2. The RFQ process usually lasts days or weeks through multiple rounds of negotiations.4 “How do I create and edit a reusable invitation list”). Buyers initiate RFQs that may include multiple line items by publishing the RFQ and inviting suppliers.1 “How do I create a new negotiation”).3 “How do I respond to a negotiation”). 3.5 “How do I use price elements”). RFQ creation (See Section 2. RFQ modification or awarding (See Section 2. Once the RFQ is completed.2. suppliers are immediately notified of the results via online notifications. Buyers analyze the quotes and either award the RFQs or modify the RFQs and open them for another round of quoting.4. RFQs typically consist of multiple rounds with competition focused on whether supplier(s) can meet the specific requirements.2 “How do I monitor the negotiations I have created”).1 “How do I create an attribute list”). Suppliers cannot view competing quotes while the negotiation is in progress.Buyers can monitor real-time quote activity and take appropriate action.2. Steps in the RFQ process include: 1. Price elements (See Section 2.3 “How do I create and edit negotiation templates”). Once suppliers have submitted an initial round of quotes.1.1.

(See Section 2.7 “What are price breaks.5 “How do I use the Graphic Monitor to compare competing quotes or bids for a particular negotiation line”). Multi-round quoting (See Section 2. Integration with Oracle Purchasing (See Section 2.4.4 “How do I award business in an RFQ or auction”).5. Quote comparison (See Section 2.14 “How does Oracle Sourcing use information in Oracle Purchasing when AutoCreating draft sourcing documents”).4.13 “How do I download a spreadsheet and respond offline”). RFQ. Canceling RFQs (See Section 2. Terms and Conditions enforcement (See Section 5. Real-time status updates Notes and attachments (See Section 6.1.4.16 “Why would a negotiation have special terms and conditions”) Quoting online (See Section 5. Graphic RFQ monitor (See Appendix 7.4. Online or offline awarding capability (spreadsheet awarding).4.16 “How do I cancel a negotiation”)and Disqualifying quotes (2.7 “What are reusable price elements and how do I create them”).9 “How do I disqualify responses I receive for an RFI.1.2 “Glossary”). Page 29/209 .14 “How do I initiate a new round of responding”).4. Capture Total Cost (See Appendix 7.1.6 “How do I submit a response online”) and offline (spreadsheet quoting).5 “How do I use the Graphical Monitor to view responses to items in my negotiation”) Purchase order generation Attribute based quoting (See Section 5. Manual extend (See Section 2.2 “Glossary”). Multiple RFQ styles: blind or sealed (See Section 6. and how do I use them”). Sourcing Events (See Appendix 7.5.1.8 “How do I use item attributes and price elements when responding to a negotiation”).Oracle Sourcing Help Price breaks (See Section 2. Monitoring quote activity in real-time (See Section 2.3.15 “How do I close a negotiation before its scheduled close date and time”).1.1.2 “How do I monitor the negotiations I have created”). (5.6 “Why are some RFQs and auctions associated with a sourcing event”).11 “How do I extend a negotiation that is in progress”) and early close features (See Section 2. or auction”).

you can upload items using a spreadsheet.3.2. Page 30/209 .Oracle Sourcing Help 1.5 What is the most efficient way to create an RFQ with several line items? You can use the spreadsheet functionality to create an RFQ with several items. Quote Currencies Additional currencies in which quotes will be accepted. Quotes are converted to the RFQ currency for quote review.2. Suppliers can choose the Quote currency in which they will place their quotes. 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.3. You can prepare your list of RFQ items offline and upload the completed spreadsheet.2.1 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. You can contact the buyer who created the RFQ and ask to have your quote disqualified.2.2. This allows you to create your multi-line RFQ quickly. 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. The system validates the data. In a Multi-Attribute Weighted Scoring RFQ.2 Can I submit multiple quotes per round? If allowed by the quote controls.3.2. 1. 1.3. 1.3 Frequently Asked Questions: RFQs 1.3 Can I cancel or retract my quote? No.3. but you must enter the weights and scores for an item's scored attributes online. you can submit multiple quotes within the same round. It is the RFQ buyer's reference and review currency. 1. but quote disqualification is at the discretion of the buyer. ensuring the integrity of the submitted RFQ items.

spreadsheet items are validated to ensure the integrity of the submitted quote. the Promise Date is optional. See How do I invite suppliers to my RFQ or auction? for details on identifying contacts. you can enter the address in the Additional Contact Email field during negotiation creation. Downloading the RFQ contents allows suppliers to quickly respond. You can invite suppliers by selecting them from the supplier master list. Suppliers complete the quoting process by uploading the spread sheet back to the system.6 What is the most efficient way to quote on many line items in an RFQ? If an RFQ consists of many line items.3.2. An automatic invitation will be sent to each invited supplier.2.2.3.10 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. This is one of the feature of RFQs and mirrors the general off-line behavior of this negotiation model.3. In all other cases. completing multiple item attributes.Oracle Sourcing Help 1.3.3. the Promise Date is required only if the RFQ uses multi-attribute weighted scoring and Promise Date is one of the scored attributes. 1. Promise Date is an required field.2. you can enter a Promise Date to differentiate your response from other competing responses. 1. During the upload. When creating additional rounds for an RFQ. 1.3. Page 31/209 . When Promise Date is an optional response. 1.8 What is the Promise Date. 1.11 Can I invite additional suppliers to subsequent rounds of an RFQ? Yes.2. In an RFQ whose outcome is a blanket purchase agreement. you can invite additional suppliers by using the same process employed during the initial RFQ creation. Once the supplier has provided you the email address. and why would I enter one? In an RFQ whose outcome is a standard purchase order. 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.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.9 Is an RFQ always blind or sealed and why? An RFQ is always either blind or sealed.2.

1. 1. Use the negotiation number in the Search Negotiations fields on the Negotiations Home page to access the negotiation.13 Why can't I see the graphical monitor in a sealed RFQ? While an RFQ is sealed.2. 1.2. Once the buyer has unlocked and unsealed the quotes. 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 . you can see how many quotes are being placed. 2.3.12 In a sealed RFQ. select Close Early from the Action menu to close the RFQ. 3.15 How do I start another round of quoting in an RFQ? Once an RFQ has been closed. none of the details are available for viewing by any suppliers.2. On the Start New Round page. Select Start New Round from the Action Menu. however. can I see who is bidding? In a sealed RFQ.3.14 Can I close my RFQ earlier than the original close time? If you select the Early Close option when specifying quote controls.3. On the Negotiations Summary page. you can manually close your RFQ earlier than the original close date/time. you can use the Graphical Monitor to view quotes. you cannot see either the name of the respondent or the details of the bid until you unlock the RFQ.Oracle Sourcing Help 1. you can start another round of quoting. 1.3.2.

1.16 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 1.2. Steps in the auction process include: 1. the business terms and conditions and intended bidders.1 “How do I create a new negotiation”).3. typically a matter of a few days.2. Auctions allow real-time interaction to drive dynamic prices based on information that extends beyond price to include lead times. Auctions last for a set period of time. such as office furniture or memory chips. quantity and item-specific attributes.4 Getting Started with Auctions Getting Started with Auctions Auctions offer complete. Bidders participate in the auction by viewing the Page 33/209 .Oracle Sourcing Help 1. Responding to the auction (See Section 5. Because most auctions are open for short periods of time. Creating the auction (See Section 2. Negotiations allows buyers to establish either public or private auctions to meet the specific needs of buyers.3 “How do I respond to a negotiation”).The buyer defines the auction and includes all the auction item information. flexible auction capabilities to buyers so they can efficiently obtain the best possible price for goods and services.1. although the close time can be extended manually or automatically based on last minute bids. Auctions are typically focused on creating competition between bidders. Prices are established based on actual supply and demand at the time the auction is transacted. the bidding process moves quickly which results in increased competition.1. Auctions enable buyers to solicit bids for goods and services that are clearly defined. 2.

Monitoring the bid responses (See Section 2. Proxy bidding (See Section 5.1.1.2. Autoextend feature (See Section 2.2 “How do I monitor the negotiations I have created”). Evaluating and awarding bids (See Section 2. Manual extend (See Section 2.3 “How do I create and edit negotiation templates”).1.Oracle Sourcing Help auction items and submitting bids online.4. Capture Total Cost (See Appendix 7.7 “What are price breaks.1. Price elements (See Section 2. Attribute based bidding (See Section 5.1. bidders can view competitive bids during the auction. bid quantity. Sourcing Events (See Appendix 7. Page 34/209 .1.12 “What is power bid”).1.3. The buyer analyzes the bids and awards the auction based on the price.7 “What are reusable price elements and how do I create them”).4 “How do I award business in an RFQ or auction”). 4.1. Auction features include: Auction templates (See Section 2.4.15 “How do I close a negotiation before its scheduled close date and time”).1 “How do I create an attribute list”). Minimum Bid Decrement/Increment (See Section 2. blind or sealed (See Section 6.11 “What are response controls”). Reusable attribute lists (See Appendix 7. 3.11 “How do I extend a negotiation that is in progress”) and early close features (See Section 2.2 “Glossary”). and how do I use them”).2. Reusable invitation lists (See Section 2.8 “How do I use item attributes and price elements when responding to a negotiation”).11 “What are response controls”). Multiple Auction styles: open. bid attribute value(s).6 “Why are some RFQs and auctions associated with a sourcing event”). Once the auction is completed. Power bidding (See Section 5.5 “How do I use price elements”).10 “What is proxy bidding and how does it work”). bidders are immediately notified of the auction results via online notifications.The buyer and all other participants can monitor the real-time activity during the auction and take action as necessary.2.1.5. If permitted by the auction rules.3. Price breaks (See Section 2.4.1.4 “How do I create and edit a reusable invitation list”).1.

6 “How do I submit a response online”) and offline (spreadsheet bidding).1. RFQ.4 “How do I award business in an RFQ or auction”). Monitoring bid activity (See Section 2. (See Section 2. Integration with Oracle Purchasing (See Section 2. Purchase order generation Real-time status updates Bidding online (See Section 5.5. Bid comparison (See Section 2.1.1.13 “How do I download a spreadsheet and respond offline”). Page 35/209 .Oracle Sourcing Help Canceling auctions (See Section 2.4.16 “How do I cancel a negotiation”) and Disqualifying bid (2. Online or offline awarding capability (spreadsheet awarding).4.5 “How do I use the Graphic Monitor to compare competing quotes or bids for a particular negotiation line”).5.4.1.9 “How do I disqualify responses I receive for an RFI.2 “Glossary”).2 “How do I monitor the negotiations I have created”). Graphic Auction Monitor (See Appendix 7. (5. or auction”).4 “How does Oracle Sourcing use information in Oracle Purchasing when AutoCreating draft sourcing documents”).5 “How do I use the Graphical Monitor to view responses to items in my negotiation”) Notes and attachments (See Section 6.

provided that: 1. They have the appropriate function security (See Section 6. someone else at your company can award an auction created by you. Blind: Only the buyer can see the bid content Sealed: Neither the buyer nor the suppliers can see the bid content until the auction closes.2.2. The auction to which they are responding is not owned by their company 2.5. 1.5 Can someone in my company award an auction that I create? If granted the appropriate authorization. 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. 1. 1. 1. Note: Two people from the same cannot quote in the same RFQ.2.5. Buyers are not required to designate a target price for every item. The target price is the price you hope to pay for one unit of an item.5. The bid controls for this auction allow multiple bids per round .2. links. The buyer can also choose to display the target price to the bidders for reference. 1.4 What is the target price used for? The target price is mainly used for internal performance analysis for the buyer.2.5.2.2 What is the difference between Quote/Bid start price and target price? When creating a new RFQ or auction.1 What are the different auction styles? The buyer can choose from three types of auctions: Open: everyone can see the bid content.Oracle Sourcing Help 1.5 Frequently Asked Questions: Auctions 1.1.5.5.6 Can two people from the same company bid on the same auction? Yes.4 “Why can't I access some pages. and 3. or task bar options”).3 Why isn't there a target price for every item? Target price is an optional value.2. You can elect to display the target price to participants. The buyer can see the bids once the auction is unlocked. but only the buyer can see the identity of the bidder. Page 36/209 . Everyone can see the bid content once the auction is unsealed. 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. All registered users in a company can bid on the same auction. buttons.

1.Oracle Sourcing Help 1. and your RFQ/auction appears in that supplier's "Open Invitations" list of invitations. can they view each other's bid details? Depending on the auction style. why would I invite suppliers to participate? For a public RFQ/auction. However. After you initiate a new round of responding.2.13 “How do I invite suppliers to participate in my negotiation”) to participate. or auction has closed.2. that supplier receives an e-mail notification about your RFQ/auction.9 How do I initiate a new round of quoting or bidding? After your RFI. you might want to send invitations to increase specific suppliers' awareness of your RFQ/auction and encourage participation.2. you can initiate a new round of responding if you set the controls to allow multiple rounds of responses (RFQs always permit multiple rounds of quoting). RFQ. you are not required to send invitations to any suppliers. none of the previous responses submitted are available for awarding.7 When two respondents from the same company place bids.5.5.5.8 If my RFQ/auction is open to all suppliers.1. When you invite a supplier (See Section 2. Page 37/209 . 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) 1.1.

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

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

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

5.5.2.15 How do two bids with the same score get ranked if the prices are the same? The earliest bid gets a higher rank.11 Can a bidder retract a bid? If a bidder has submitted. if Bidder B bids triggering a proxy bid for Bidder A and the resulting bid results in the same Price to Total Score ration.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. the bidder can contact the buyer and ask to have the bid disqualified.5.A bidder must submit a single. Bidder B receives the higher rank because the proxy bid was created by the system after Bidder B's bid. 1. You can specify whether the auction is extended from the original close time or from the time when the winning bid has been received.13 Why are display-only attributes not visible in the Bid Compare page? Display only attributes are used to convey information to bidders. AutoExtend extends the duration automatically if new bids are received in the closing minutes of the auction.5.2. however. the bidder can only view the resulting Price to Total Score for a bid. You can also define the total number of auto extensions and the extension period. For example. You can also specify if the autoextend is for the entire auction or particular line items.2. The response is at the company level. Bidders cannot respond to display only attributes so there is no value for comparison. best bid" is selected for a multi-round auction. once one user at a company responds. is up to the discretion of the buyer.2. 1.Oracle Sourcing Help 1. a company can place one bid in each round when being invited to that round Page 41/209 .2. 1. no other user at the same company can bid. 1.5. When the bid control "No .16 What is a Single Best Bid? A Single Best Bid is a response to an auction that allows only one bid per company. Manual Extend allows you to manually extend your auction close date/time before the auction closes. 1.5. When the buyer hides scores/weights. that is. Bid disqualification.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.2.

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

not just the bid price.00 and a proxy minimum of USD 75.00 with a score of 90 for the item.00. but since Supplier B's bid price is still higher than Supplier A's bid price. a bid can be beaten based on the Price to Total Score ratio without triggering a new proxy bid. he cannot modify any attribute responses to try to improve his score. you may need to closely monitor Multi-Attribute Weighted Scoring auctions which also use proxy bidding.2. Supplier A's proxy is not triggered. This bid (84/90) is now the winning bid. since proxy bids are generated based only on the price of the competing bid. Supplier A's proxy will only be triggered again if there is a bid with a price lower then USD 84. Supplier A places a bid of USD 95.00.5. 1.5.18 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. Now Supplier B's bid (92/100) is better than Supplier A's bid (84/90).00. Therefore. For example.00) has not yet been reached. And since Supplier A's proxy minimum (75. Page 43/209 . However. Supplier B then places another bid of USD 92. Supplier B then bids USD 94.19 Can a bidder see the names of the other bidders? Bidders cannot see other bidders' identities. Supplier identities are never revealed to other bidders.00 with a score of 100 for the same item. a proxy bid decrement of USD10. Since Supplier B's bid price is less than Supplier A's bid price. Supplier A's proxy is triggered to place a new bid of USD 84.Oracle Sourcing Help 1.2.00. This bid (94/100) is better than Supplier A's bid (95/90). Supplier B's bid is the winning bid even though the bid price is higher. To avoid these situations. You may need to cancel the proxy bidding process to redefine attribute information to improve your price to total score ration.

Therefore. 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. There are four main steps to creating a new negotiation: o o o o Create Your Negotiation Header (See section 2. Enter Negotiation Lines (See Section 2. RFQ.1.1. You can also create new negotiations quickly by applying a negotiation template. RFQs. Page 44/209 . 2.1. RFIs can be taken to multiple rounds until the buyer has enough information to identify supplier(s) with which to deal. and buyer's auctions).1.1. you can save time by copying an existing RFI/RFQ/Auction.4. or auction. and Buyer's Auctions 2.Oracle Sourcing Help 2.1.9 “How do I add lines to a negotiation”). and how do I use them in my negotiation”) Invite Your Suppliers (See Section 2. the information contained in the RFI can be copied into an RFQ or buyer's auction. 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.1.6 “What information must I provide to create my negotiation header”).13 “How do I invite suppliers to participate in my negotiation”).11 “What are response controls”) Enter Your Terms and Conditions (If Oracle Procurement Contracts is bought and licensed) (See Section 2.1.1.7 “What are contract terms and conditions.1 Creating RFIs.1. RFQs. You can create a negotiation and save it as a draft before submitting it. Help for Sourcing Buyers 2.1.1. Define Your Response Controls (See Section 2.1 How do I create a new negotiation? Use the instructions on this page to create Sourcing negotiations (RFIs.2 How do I create a new Request for Information (RFI)? RFI's are used to qualify suppliers and their goods and services for subsequent procurement activities.1. o If you have previously created an RFI. This allows you to return to the creation process at a later time or have multiple people working on the same negotiation.1 Creating Negotiations 2.1.

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

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

1.3 How do I use Quick Links? The Quick Links section of the Negotiations Home page provides easy. When using AutoCreate.4 How does Oracle Sourcing use information in Oracle Purchasing when AutoCreating draft sourcing documents? If your Oracle Sourcing system is integrated with Oracle Purchasing.1. Simply clicking the link takes you to the page where you initiate the operation. Once you have identified the requisitions in which you are interested. you can search for requisitions according to different attributes such as item or category and include them in a single document. one-step access to your most commonly performed Oracle Sourcing tasks.1.1. Buyer Operations Creating negotiations Creating templates and reusable lists Managing draft negotiations Creating and managing sourcing events Updating profile information Supplier Operations Responding to negotiations Monitoring active responses Managing draft responses Viewing award decisions Updating profile information 2. The table below shows some of the operations available Sourcing Buyers and Sourcing Suppliers by using Quick Links. AutoCreate uses the requisition information to create a Buyer's Auction or Sourcing RFQ. you can use requisition information in Oracle Purchasing to create a draft sourcing document that you can then access and edit. 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.Oracle Sourcing Help 2. The links are organized by task and negotiation type so you can find the link for the task you wish to perform. The AutoCreated document is assigned a document number. The backing requisition information is carried over from Oracle Purchasing and used throughout the creation process. You can use this number to access the document in Oracle Sourcing and to Page 47/209 .

Grouping lines When creating your document in AutoCreate you can choose to consolidate multiple requisition lines if they refer to similar items. the requisitions are no longer available for use by AutoCreate. Backing information. A negotiation line is created for each requisition line. AutoCreate carries over the following backing requisition information when creating the sourcing document.Oracle Sourcing Help view the document from Oracle Purchasing or iProcurement. This grouping information is used when creating negotiation lines for the sourcing document. you can modify some of this information. Backing requisition information Operating unit Functional currency Line type If amount based line type Display only Display only Display only If quantity based line type Display only Display only Display only Page 48/209 . Default: Multiple requisition lines are grouped together if they have the same attributes such as o o o o o o o Item category Item number Item revision Item description UOM Ship-To address Line type Requisition lines: No grouping is performed. There are two possible grouping types: Default and Requisition lines. Depending on the line type. Once the new document is created.

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

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

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

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

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

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

o Attachment Click Add Attachment to browse for an attachment to assign to this negotiation. This column is only displayed if weights are enabled as part of the Scoring Settings.7 Can I accept responses in multiple currencies? When you create a new negotiation. Display Target Indicate whether you want suppliers to see your Target Value . The sum of weights for all header attributes must add up to 100.1. Though suppliers in a multi-currency negotiation can submit responses in several currencies.1. If one attribute is weighted. On the Create Header page. you can accept responses in currencies other than the negotiation currency. This note appears on the negotiation summary page and can be viewed by suppliers. There is a system default defined by the Sourcing Super User. but this can be overridden by specifying a default value on the score settings page. Whenever you view the responses you have received. Notes and Attachments o Note to Suppliers You can add a note to the supplier by entering it in the text box. all must be weighted (although the weight can be 0. 2. they are allowed to respond in only one currency per response. However. an attribute with a weight of 25 is half as important as an attribute with a weight of 50. For example. the system will automatically convert the responses to the negotiation currency. Weight Weights are used to indicate the relative importance of header attributes. Delete You can delete this attribute by clicking the trash can icon. To define your currency list and currency exchange rates: 1.Oracle Sourcing Help Enter a target value for the header attribute (for example: 30 or more years in business). effectively "unweighting" that attribute. Maximum Score Accept the default or enter the maximum value that can be entered for this attribute. Page 55/209 . the negotiation currency defaults to the functional currency defined for your operating unit. click Manage Response Currencies.

4. Select the User Specified Rate type.1. Define the exchange rate by entering the number of response currency units that equal one unit of the negotiation currency. Select the checkbox to display the exchange rates if you want to allow respondents to see your response currency exchange rates. After you have selected your suppliers in Step 5. If you are finished defining alternate currencies. click Apply. To define your own exchange rates 1.09 meaning . The system may contain several different exchange rate types. select a response currency for each supplier. On the Header: Manage Response Currencies page. continue creating your negotiation. Select the response currency you will accept. Page 56/209 . 5. You can use predefined exchange rates (Corporate Exchange Rate) or specify your own exchange rates (User Specified Rate). To restrict a supplier to a particular currency: 1. Select the response currency. select the exchange rate type. Enter the date for which you wish to use this set of exchange rates. The description field explains the code. Otherwise click Add Another Row and continue defining currencies and exchange rates.8 How do I restrict a supplier to a particular currency? If you allow multiple response currencies for your negotiation. 2. 6. The system's response currency codes are available from the drop down menu. you can choose to restrict specific suppliers to particular response currencies. if the negotiation currency is United States dollars (USD) and the response currency you're defining is Swedish Kroner (SEK) the exchange rate might be . 2. Select the appropriate type for your negotiation. To use predefined exchange rates: 1. 3.09 kroner to one dollar. If the precision for the response currency is greater than the precision for the negotiation currency.1.Oracle Sourcing Help 2. Specify the price precision for the currency. For example. 3. You assign currencies to specific suppliers when you invite the suppliers to your negotiation. 2. The page redisplays. When you have finished defining currency information. the system will round when converting responses into the negotiation currency.

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

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

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

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

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

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

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

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

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

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

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

if you specify that each AutoExtension is 20 minutes : o o Each AutoExtension will last for 20 minutes after the start time you specify.1.1. The AutoExtend period is determined by the length of each AutoExtension (see above). The approval cycle continues until all the required approvers have viewed and approved the decision. which the approver can accept or reject. a notification is sent to the negotiation creator. Once the decision has been approved. a notification is sent to the creator who can then begin generating the purchasing document. Lines to AutoExtend You can extend bidding for all auction items. the purchasing document will not need to be changed in the future. If the approver rejects the decision.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. a notification is sent to the first approver in the approval chain requesting that the approver view the decision. or only for those items that receive winning bids during the AutoExtend period. Number of Extensions Select a value from the drop down menu to set the maximum number of times the auction can be extended. Once you have saved your award decisions. Page 68/209 . a notification is sent to the next approver in the approval chain. 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. 2. For example. If the approver allows the decision. This ensures that. 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. once created. This setting also determines the end-of-auction window (the AutoExtend period) during which a winning bid triggers an AutoExtension.

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

If Oracle Procurement Contracts is implemented. select which contact you wish to notify about this negotiation from the Contact menu.. This suffix is incremented every time you create a new amendment for this document. To create an amendment to a sourcing document: 1. Notice that the negotiation number has now been given a suffix. Your invitees will receive email notifications inviting them to participate once the negotiation is successfully submitted. or updates to line information if necessary. 12345. 6. On the Create Amendment: Lines page. if no preview date/time was specified) and before the close date/time. 4. Once the registration request has been approved. 2. you can enter it in the Additional Contact Email field.Oracle Sourcing Help If there are multiple contacts for each site. The system sends notifications to the invited suppliers providing them details of the negotiation.1. You go to the Create Header page. and there are clauses and deliverables defined to this negotiation. 2. use the active negotiation's negotiation summary page.1. 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. 5. On the negotiations summary page. if you know the e-mail addresses of any other contacts at the company (including possibly a distribution list). a notification is sent to invite the contact to register and participate in the negotiation. This update is called an amendment. additions. the buyer can update information defined in the document if necessary. On the Create Amendment Header page.. these can be changed on the Create Amendment: Contract Terms page. select Create Amendment from the Actions menu. for example. 3. deletions. Additionally. 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. Note: You can also invite additional suppliers while the negotiation is in progress. Amendments can be created anytime after the preview date/time (or open date/time.14 How do I create an amendment to a negotiation? After publishing a negotiation. Page 70/209 . To invite new suppliers. enter any line changes. the user can participate in negotiations. Change the negotiation rules on the Create Amendment: Controls page if necessary. 1. The supplier user receives an email notification with the negotiation invitation and a link to access the user registration page. If the contact is unregistered..

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

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

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

2. 8. or 2. then click Edit. and manage public invitation lists. Page 74/209 . When you are finished.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. you can add an entry for each site for that supplier if you choose. 4. 4. status. The value defined for the RFQ/Auction template. you can edit public lists. If you wish to add more suppliers to your list. You can also add or delete suppliers. 6. If the template and spreadsheet have conflicting category values. 2.Oracle Sourcing Help Sourcing Super Users or users with the Manage Invitation Lists job function can create. and access as appropriate. edit. find your list. On the search results page. including change the access and status.2. Click "Add Suppliers. any attributes/price elements defined for the template are added to any attributes/price elements you define via the spreadsheet. To edit an invitation list you have created: 1. 2. click Apply. 3.5 What happens to the item category when I create a negotiation by applying a template and using spreadsheet upload? A buyer can apply a predefined template to the RFQ or auction in creation Step 1 and then use the item creation by spreadsheet capability to upload details on multiple items in Step 3. click "Add Suppliers" again and follow the perceiving instructions. Select the supplier(s) and click Add to Invitation List. 7. 2. For a supplier with multiple sites. update your list description. Click "Invitation" under the Reusable Lists area of Quick Lists on the Negotiations Home page.1. 5. the system uses the following hierarchy to determine which category value to use: 1. 5. On the Edit Invitation List page.1. Search for the list you wish to update. If the supplier you selected has multiple sites defined in the system. click Submit. you can choose a specific supplier site to associate with this list (Supplier Site is another term for Address Name)." then search for suppliers to add to your invitation list. When you have finished adding suppliers. If you are have the Manage Invitation Lists job function. The value specified in the spreadsheet.

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. For example. Attribute Scoring. then bidders must enter the mileage of any bid. using an attribute to define this specification calls attention to the specification. 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. the buyer can add an attribute called "mileage" to specify that the bid item must have fewer than 12. When the buyer adds the line (vehicle) to the auction. Adding these as required item attributes that are displayed to bidders can customize your negotiation items to your specific industry. the precedence is: 1.3.3. The attribute(s) are added to that line only. if the buyer marks this attribute as required. Price Elements. For example. Line attributes can call attention to industry-specific characteristics. and item B with two attributes/price elements. While the buyer could enter this information in the auction line description. Page 75/209 . Line attributes define 1) unique specifications that you set for a negotiation line." and "SKU number. and Price Breaks 2.1.1. and why would I add them to my negotiation lines? When you add a line to a new negotiation (RFI. auction). a buyer can create an auction to buy a fleet of 12 vehicles for a delivery service. RFQ. if there are three attributes/price elements for your template." "style.000 miles on the odometer. and do not apply to all lines in the negotiation. the attribute/price element specified on the spreadsheet 2.1 What are line attributes. If there are duplicate attribute/price elements between the template and the spreadsheet. see "How do I add attributes to my negotiation lines?" 2." Metal industry negotiation items can include "grade of metal" as an attribute.Oracle Sourcing Help For example. retail industry negotiation items can include such attributes as "color.2 How do I add line attributes to my negotiation? You can add multiple line attributes to any line in your negotiation. In addition. you may choose to add one or more line attributes to that line. 2. and your spreadsheet upload includes two items. For more information about how to add line attributes to your negotiation items. item A with four attributes/price elements. and 2) the details that a participant should provide when responding to that negotiation line. the attribute/price element specified by the template.3 Item Attributes.

Oracle Sourcing Help

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

o

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

o

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

o

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

o

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

o

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

o

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

Oracle Sourcing Help

o

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

o

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

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

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

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Oracle Sourcing Help

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

Oracle Sourcing Help

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

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

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

See What are line attributes? for information about defining line attributes. 4. On the Create: Lines page. enter your line attribute information. 2. 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. Make sure you select Multi-Attribute Scoring from the Ranking menu. 3. *Indicates a required field: o *Attribute (up to 240 characters) Name your line attribute (for example: Mileage. click "Lines" in the navigation bar in the top left hand corner. o Group Select one of the predefined attribute groups. However you may want to consider supplier responses to other line attributes in addition to price being offered when determining the best response. On the Lines: Create Line page. 5. See "What information must I provide to describe my negotiation header"? After you have defined the negotiation header.3. Select a ranking method if the Sourcing Super User has set the system up to allow you to change ranking methods. To use weighting and scoring when defining a negotiation: 1. Groups are used for categorizing attributes.Oracle Sourcing Help Price $300 Total Score: (100 * 50) + (50 * 30) + (100 * 20)/100 = 85 Price to Total Score Ratio = 300 / 85 = 3.4 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. navigate to the Attributes table and click Add Another Row. You can accomplish the by specifying weighting and scoring values for your line attributes. 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 Attribute Type Page 81/209 . Grade).53 2. The system can then include the suppliers' responses to your line attributes when calculating the best response. When the page refreshes. To enter a line attribute. Select Online from the menu and click Go. and you do not wish to use the default. PPM Defect Rate.1.

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

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

2. Such costs could include services such as training or consulting. the supplier's response prices to the price elements will not be rolled up into the line total price. You can create new price element lists or edit existing lists. These costs can then be negotiated between a buyer and supplier just like the item price. Price elements allow you to: Identify suppliers with the lowest total cost per line not just the lowest item price. the system will assign weights as equally as possible. which is required to compute a total unit price. and how do I create and use them? Reusable Price Element Lists allow you to group several price elements which are related or are typically used together.3. Buyers can specify when they create the negotiation how much they anticipate paying for these additional costs.1. Or you might create a list that identifies additional services such as consulting or training that will be required by a particular negotiation item. Note: If the negotiation outcome is a blanket purchase agreement. Page 84/209 . or discrete costs such as shipping fees. you might create a price element list identifying normally expected transportation costs. click Equalize Weights. Identify hidden activities or "cost drivers" to facilitate improved analysis and decision-making.Oracle Sourcing Help o To set the weights for all attributes equally. freight charges or import duty fees. For example. Take into account any additional costs or charges when considering outsourcing a project. This is because in the absence of a line response quantity.3. To create a new price element list: 1. Once you have created a price element list. You must be assigned the Create Reusable Price Element Lists job function to create these lists. you can apply that price element list to any negotiations (RFQs or auctions) containing items to which those price elements are applicable. If there are an odd number of attributes. 2.1.6 What are Reusable Price Element Lists. for example. Support supply chain operations more efficiently by recognizing and analyzing how one organization's performance and costs affect another organization. the supplier's response values for fixed-amount type price elements cannot be converted to a unit price. Click the Price Element link under Reusable Lists on the Quick Links section of the Negotiations Home page.5 How do I use price elements? Price elements allow a buyer to identify additional costs associated with a particular negotiation line.

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

click Go. (This returns all price element lists using that price element. 6. If any price elements are inactive. The name of any price element defined to the list. and you may specify several quantity levels and the prices you are willing to pay at each. The second offers a price of $18 a unit if purchasing over 500. you receive an error message. On the Price Element Lists page. The first few words of the list description. The search results display any price element lists matching your search criteria. click Apply. You then set up two quantity-based price breaks. The list status (Any. 2. 4. To edit the list. On the Edit Price Element List page. change the price element list status. When you have entered the search data.Oracle Sourcing Help To edit a price list: 1. For example. add or delete price elements from the list. Or you may be willing to pay more per unit if your supplier can ship the order to a special location.3. Active or Inactive). 2. Your suppliers respond to your negotiation specifying their responses to your price breaks. search and select the list you want to edit. you can define as many price breaks as are appropriate. The first offers a price of 19$ per unit if buying more than 100. or by a certain deadline. you can o o o update the description for the price element list. You specify 20$ as your start or base price. you can either click the price element list name link. Example: Assume you are purchasing PC keyboards. you may expect to receive a discount from your supplier if you buy a large quantity of units. Page 86/209 . You can search for a particular price list by : o o o o The list name. For these price breaks. The new list is validated. When you have finished making your changes. or select the price element list and click Edit. 7. 5. 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. you receive the responses shown in the table below.) 3.7 What are price breaks. For each (non-amount-based) line in your negotiation.1. and how do I use them? Price breaks allow you to negotiate line prices with your supplier based on characteristics of your order.

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

Once you have defined all your price breaks. you could enter different order quantities and see which supplier response is the best for a certain quantity. On the table of negotiations. Also select either Cumulate or Non-Cumulative. If you select Non-Cumulative. and your supplier(s) have responded with quotes. On the negotiations summary page. you will not be able to negotiate on effective dates. For each price break criterion. click Apply. Define your price breaks. 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 set breaks by unit quantity. On the Analyze Line: Analyze Price Breaks page. 5. you can offer a particular target price. Item attributes define 1) unique specifications that you set for an item. Click Add Another Row to define additional price breaks. click Analyze by Line from the Actions menus and click Go. If you select None. Select Required to force to supplier to respond to the price breaks you define. Ship-To address/organization. For example.4.1. Page 88/209 . and 2) the details that a participant should provide when responding to that item. you could define multiple price breaks based only on order quantity.4 Additional Creation Topics 2. you will not be able to enter price breaks. 3. and click Analyze Price Breaks. 2. 4. Search for the negotiation you're interested in. and effective dates (available for non-cumulative price breaks only). You can enter values for all price breaks you defined and the system will calculate which of the responses is best for the values you entered. click the response number link. Select the negotiation line. otherwise select optional. price. 4. Analyzing Price Breaks Once you have defined your price break expectations. To analyze price break information: 1. You can define as many price breaks as are needed to fully define your pricing structure. you can have the system evaluate the supplier responses based on scenario information you enter. For example. 2. 5. you can enter different values in the fields under Enter Assumptions and have the system calculate the best response based on the values you enter.Oracle Sourcing Help 3.1 What are some negotiations strategies I can use? When creating a negotiation.1.

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

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

delivery location. you can associate negotiations with the event while creating the negotiation on the Create Header page. You may want to create a sourcing event if you need to monitor several related negotiations as a group rather than individually.Oracle Sourcing Help Using price elements Price elements identify additional item costs beyond just price. You can continue to associate negotiations with the event until the event's inactive date is reached. or promise date 2. To see the negotiations associated with the event. You may also want to create an event if you want to encourage respondents to participate in multiple. 2. similar negotiations.4. Click "Event" under the Create area of Quick Links on the Negotiations Home page.1. click Cancel. and an inactive date. You can continue associating negotiations with the event until its inactive date is reached. This takes you to the Manage Events page. To create a sourcing event: 1. 3. Clicking OK on the Create Event page or "Events" from the Manage area of Quick Links on the Negotiations Home page takes you to the Manage Events page. You can then start associating negotiations with it. you first create an event. You have the choice of canceling only the event or canceling the event and all negotiations associated with it as well. select the event and click "View Negotiations. Click OK. Page 91/209 . Your event is opened as soon as it is created." Note that any draft negotiations associated with this event are not shown. click the event number link. On the Create Event page. To manage a sourcing event: 1. To see event details. Once the event is created. Such costs could include service related costs such as training or consulting services. To use events. To cancel an event. 2. 3. description. 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. 4.2 What is a sourcing event? A sourcing event is group of related negotiations. enter a title.

you can create attribute lists for use by all Sourcing buyers at your company. An attribute list is a grouping of attributes that are commonly used together to describe a good or service.Oracle Sourcing Help 5.4. On the Edit Event page. Your template will contain the features that are similar among the negotiations you commonly create. To modify an event's information click Edit. you can create and manage public Reusable Attribute Lists. terms and conditions. Using Reusable Attribute Lists Attribute lists can streamline the document creation process while providing standardization for negotiation items. Using document templates If many of the negotiations you create contain the same features. The public lists will be available for Sourcing buyers at your company. and invitation list are copied into a new document which you can edit if necessary. have previously created. This allows you to standardize business practices and save time. The public document templates will be available for every Sourcing buyer at your company. Note that you can move the inactive date forward in time to extend an event.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. you may want to create a template that you can use each time you create a sourcing document. in addition to your private ones. If you are assigned the Manage Invitation List job function. If you are assigned the Manage Attribute List job function. you simply open the template and add to or edit details of the template as necessary. If you are assigned the Manage Sourcing Document Templates job function. or any other users in your organization. 2. The details of the document such as the controls. Invitation lists can be shared across the company. item information. Using spreadsheets Page 92/209 .1. you can modify the description and inactive date. you can also create and manage public templates in addition to your private ones. This can help you standardize your business practice as well as speed up the negotiation creation process. Using Reusable Invitation Lists You can create Reusable Invitation Lists containing names of suppliers who you frequently invite to your negotiations. When you create a document using a template. You can also move an inactive date backward although not prior to the current date/time.

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

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

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

If there are multiple deliverables to define. After you have finished defining your deliverable. You need the Contracts Terms Library Administrator responsibility to create and maintain clauses and contract templates in the Contract Terms Library. 2.7 What are contract terms and conditions. 3. You can click the negotiation number to see details about the negotiation. Once you have found the negotiation you are interested in. Note that you will have to specify new Open Date and Close Date values 6. Clicking Copy places you on a new Create Header page with the existing information inserted. or auction). Click "Copy" under the Create section of Quick Links on the Negotiations Home page.4. 2. To copy an existing negotiation: 1. you can define your next deliverable. Using contract terms is an easy way to create and maintain standardized contract text which can be customized as needed. You need the Manage Contract Terms responsibility to create and maintain contract terms on negotiation documents. and how do I use them in my negotiation? If Oracle Procurement Contracts is installed and licensed. On the Create Negotiation page.1. RFQ. 4. then click Submit for Approval if approvers are specified for this negotiation. you can create contract terms and apply them to your negotiation. Page 96/209 . click the Copy icon at the right of the page. Edit your new negotiation by continuing through the creation steps.Oracle Sourcing Help 6. you can click Apply and Create Another. click Contract Terms in the navigation bar at the top left side of the 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.4. otherwise click Publish to open it for responding. You can use contract terms to specify legal and other requirements for your negotiation. Note that most of the information you defined previously is carried forward into the copy. click Review. Once the page refreshes. You can copy an existing document to create a new document of the same type (RFI. click Apply. Search for the negotiation you want to copy. and deliverables are available if Oracle Procurement Contracts is implemented). When you have finished creating your new negotiation. 5. To apply contract terms to your sourcing document: 1. conditions.1. Verify your negotiation information. This includes any contract clauses or deliverables (terms. 2.

4. 2. 4. continue by either clicking Suppliers to define a supplier invitation list. 4. Select Validate from the Actions menu to verify the validity of the contract terms you are defining. and then click the Details icon. For AutoCreated lines. delete or modify text. You can see this line information on the View Requisition Line Summary display. Along the way. You can edit the clauses applied by the template as needed. and possibly inviting suppliers. You can add. Or you may need the name of a contact who can answer questions you have about the negotiation line. If you receive any error messages. After you have created your header by adding a title (and adding/modifying any other information) clicks Lines in the top left navigation bar. you may need to view the demand linked to a particular negotiation line. click the requisition number link. specifying negotiation controls. See the Oracle Procurement Contracts online help for instructions on modifying clauses. When you have completed your contract terms. The Requisition Line Details page displays information in the following areas: o Requisition Page 97/209 . See the Oracle Procurement Contracts online help for information on using contract templates.1. Once the new draft negotiation has been created. you may wish to view the requisition line information for the lines that AutoCreate carried over from Oracle Purchasing. 6. adding any additional lines. or clicking Review to inspect the negotiation prior to publishing it. 3. 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 Create Contract Terms page. 5. Click Apply Template. 5. you must correct them and validate again.Oracle Sourcing Help 2.8 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. search for and select a contract template from the list of values. On the Requisition Summary page. This includes all the other tasks such as creating your header. you can access it and continue creating your negotiation. 3. For example. click the requisition number link to view detailed information on the line. 2. To view the backing requisition information during negotiation creation: 1.

3. awarding business to supplier. and some team members may be required to approve the final document before delivery to potential suppliers. Access the negotiation. This takes you to the Requistion Detail page. Such tasks could include defining the item attributes. you might need to negotiate training or consulting services.10 How do collaboration teams work? When creating a negotiation.9 What are amount based line types. and how are they used? Sometimes the item you need to negotiate is not a number of discrete units. the quantity and unit of measure defaults to the values defined by your administrator and is display only. 2. A category value may also appear if your administrator has defined a default category for that line type.1.1.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. Each member can be assigned specific tasks. This takes you to the Requisition Summary page. This includes the entire life of the sourcing document from the initial creation to the award process. From the negotiation summary page.4. click the Lines subtab. and creating document outcomes. Page 98/209 . If you select a line type that is amount based. For example. 2. Such activities can be negotiated by using amount based line types. The possible values are defined in Oracle Purchasing. buyers can nominate collaboration team members to participate in the creation and administration of the sourcing document. inviting additional suppliers. 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. but more of a service or activity. When you create a negotiation. 4. 2.4. Click the number link in the Line column. you can specify that an item is amount based by selecting an amount based Line Type value. click the number link in the Requisition column.

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

2. Also. For example. and if so. the creator's manager. There are three possible security levels a buyer can select: Public The document can be viewed by any other buyers in the buying organization.4. members of the document collaboration team (if any). 2.13 What are global agreements.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. Global agreements: Page 100/209 . and the Security Hierarchy members defined in Oracle Purchasing for that document type. This is in contrast to a regular blanket purchase agreement which can exist only within the realm of a single operating unit. Other members can be selected as approvers of the document. and members of the document collaboration team (if any). the creator's manager. Hierarchy The document can be viewed only by the creator. and how do I use them? Global agreements allow buying organizations to negotiate pricing and define agreements on behalf of a shared central environment. Execution against global agreements can be performed by multiple local operating units.1.1.Oracle Sourcing Help If that member has been assigned a task. some collaborators can be defined as having read-only access. Private The document can be viewed only by the creator. when the target date is. selected members can be assigned specific tasks which they must complete. meaning they can view but not update the document throughout its lifecycle. See How do collaboration teams work? for more information on collaboration teams.4. 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. All members identified as approvers must approve the final version before the document can be published.

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

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

You can negotiate for: Rate-based temporary labor such as office clerical work or a database administrator who charges by unit of time and has higher rates on the weekend. Fixed-price services such as corporate accounting services. Specify how price differentials are to be used within the negotiation (for example. Unit of Measure and Category will default according to the Job you select. Enter values in your price fields if necessary. If you need to specify price breaks. Search and select a job from the Job menu. For temporary labor line types. rate-based line: 1. To define a temporary labor. General services fixed-price lines use a negotiation outcome of standard purchase order. The charge for this type of service is based on a flat amount for the service provided.Oracle Sourcing Help 2. . maintenance services. 8. 6. Select the price type (for example.2. There is a fixed amount limit attached to the service. Job Details. or click Load from Spreadsheet to upload a previously completed spreadsheet file containing all the line information 2. rate-based line type. Fixed-price temporary labor such as contractors.3 How do I define services related lines? Services related line types allow you to negotiate on labor contracts. make sure you select the Global Agreement checkbox. and specify the differential associated with this price type. select Online to continuing entering your line description online. The charge for this type of service is based on hourly rates per person.2 What kind of services can I negotiate for? If Oracle Services Procurement is installed and licensed. 2. click Select Price Break Settings and ensure it is not set to None. Page 103/209 . From the Add Line menu on the Create Lines page. and click Go. 3. or consulting services. Also. you can create documents that negotiate for many different types of services. if appropriate. is a response to the price differential required) 7. Create attributes as needed to solicit additional information for this line. 4. 5. ensure that you choose Blanket Purchase Agreement as the negotiation outcome for temporary labor line types. You can include services-related lines with regular amount-based and goods-based lines. On the Lines: Create Line page. 9.2. temporary administrators. vacation). make sure you select a temporary labor. Enter your price breaks including Price Differentials. The Description.

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

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

6. Negotiations in which you are participating appear under Your Negotiations at a Glance. On the Create Surrogate Bid/Quote: Select Supplier and Contact page. select Create Surrogate Quote/Bid from the Actions menu. and click Go. Continue from the Terms and Conditions page with regular a response if terms and conditions are required. Click the negotiation number to access the negotiation summary page where you can see information on the negotiation. enter the name or contact of the surrogate supplier in the Supplier field and click Go. 7. On the negotiation summary page. 5.3 How do I respond on behalf of suppliers without Internet access? Sometimes suppliers cannot place their responses online since they have no online access. Clicking the number of your negotiation takes you to the negotiation summary page. 3. Page 106/209 .3. Select a contact for the supplier and click Create Surrogate Bid/Quote. If you do not see your negotiation. a surrogate bid can be entered into the negotiation.Oracle Sourcing Help Note that the Your Negotiations at a Glance section shows a limited number of entries based on time remaining. click Full List.2 How do I monitor the negotiations I have created? Access the negotiation you wish to monitor. click Full List. 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. It is when the buyer receives the offline copy of the response or when the supplier mails/faxes the response. access the negotiation in which you wish to bid by clicking its number. Once the buyer has received all the bid/quote information. From the negotiations summary page. Sign on to Oracle Sourcing with Sourcing Super User responsibility. and then click View Response History to see information on responses to this negotiation. Click the Responses number to access the Details page for the negotiation. From the Negotiations Home page. To place a surrogate bid on behalf of a supplier: 1. You also search for all open negotiations to which you have access. 2. On the Create Bid/Create Quote page. enter the Bid/Quote Received Time. You can also use the Graphical Monitor to view and compare responses to your negotiation. 2. 4. To see the complete list of negotiations you created.3. 2.

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

the chart will show the total price calculated by combining all the responses to the price elements. 4. select Export Quotes/Bids from the Action menu. If there are any attachments. On the Export Quotes/Bids to Spreadsheet page. 5. On the Negotiation Summary page. If you defined price elements to be included in your price calculation. select the type of spreadsheet you wish to down load. 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. you can view them by clicking the icon in the Notes/Attachment row. 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. This is useful if you have received a large number of responses and want to compare them offline. From the Your Negotiations at a Glance section. The Analyze Line: Compare Quotes/Compare Bids page displays a sideby-side comparison of the response details for all responses you chose to compare.Oracle Sourcing Help 6.3. The Attribute Group Scores chart compares competing responses in terms of attribute group totals. you should also download the Instructions file. You can display these charts by clicking the triangular icon labeled Show Chart. Open the file and complete it according to the directions in the Instruction file. You can download bids whether the negotiation is open or closed. 3. These charts compare different aspects of the responses. there will be only one segment for each graph with that segment comparing simply the price. click the negotiation number for the negotiation to access the Negotiation Summary page. Page 108/209 . Note that there may be two other charts available on the page depending on how you defined your negotiation attributes. To download responses: 1. You can pause your cursor over each section of the bar to see the exact response value to that segment. If you have never used spreadsheet files before. Each response is identified by its response number. Save the file. Save the file to a convenient location. 2. 2. You can also update the spreadsheet with your award decisions and then upload it to identify winning responses.

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

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

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

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

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

You cannot manually extend your negotiation after it has closed. However.3. 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.Oracle Sourcing Help 2. On the Extend RFQ/Extend Auction page. when creating this negotiation. You can also enable AutoExtend or modify your AutoExtend settings if you wish. Under the Your Negotiations at a Glance section of the Negotiations Home page. Page 114/209 . your new close date is January 22.10 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. Click Apply. For example. you entered an award date. click Full List. To manually extend your negotiation: 1. specify a new close date and time. and/or long-term agreement dates. need-by date. If your negotiation is not displayed. 2. and your award date remains January 20. To add suppliers to a negotiation: 1. 4. Enter a new close date and time. 2. If. click Full List. Select Add Invitees from the Actions menu and click Go. On the negotiation summary page.3. Under the Your Negotiations at a Glance section on the Negotiations Home page. these dates will also be extended by the same number of days that you extend your negotiation if the dates are scheduled to occur before your extended close date. 3. select the Extend RFQ/Extend Auction option from the Actions menu and click Go. Additionally. if your negotiation includes a January 15 close date and a January 20 award date. 2. you cannot extend an auction after its first AutoExtension has been triggered. and your new award date is January 27. 3. follow the instructions to add new suppliers. A notification will be sent to all participants. 5.11 How do I extend a negotiation that is in progress? You can extend an negotiation beyond its scheduled close date and time only if you set your response controls to allow manual extension. If you don't see the negotiation. On the Invite Additional Suppliers page. if you extend that auction for only 3 days. and you extend that auction for 7 days. Click Apply. 6. your new close date is January 18.

On the negotiation summary page. select the Extend Auction option from the Actions menu and click Go. you can change the number of times that the auction can AutoExtend. 4. However. 2. However. Under Your Negotiations at a Glance on the Negotiations Home page. You can also review and extend your auction's scheduled close date and 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. To change your auction's AutoExtend settings: 1. If your auction enters AutoExtend mode. You can modify the following AutoExtend options: o o o o Lines you want to AutoExtend (AutoExtend all lines. You cannot enable or modify AutoExtend settings for an auction that is in a preview period or has closed for bidding. On the Extend Auction page. Page 115/209 . you can still enable AutoExtend (if not enabled initially) or modify your initial AutoExtend settings after the auction opens for bidding if you selected "Allow manual extend when negotiation is open" while setting the bid controls. or only those that receive bids during the AutoExtend period) Number of extensions allowed Length of each extension Start time of each extension (at the scheduled auction close time. 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. you can change the number of times that the auction can AutoExtend. or upon receipt of a new winning bid). but you cannot change any other AutoExtend settings. click the number for the negotiation whose AutoExtend values you wish to change. 2. click Apply. but you cannot change any other AutoExtend settings.Oracle Sourcing Help How do I change my auction's AutoExtend settings while the auction is in progress? You can initially set your auction's AutoExtend settings while defining bid controls. review your current AutoExtend settings (if any).3. Once you have made your changed. 3. 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 will see all the responses from the last round. To change a supplier's shortlist status: 1. On the Award by Quote/Award by Bid page. you may wish to eliminate certain suppliers whose offers were not acceptable. click the number for the negotiation whose AutoExtend values you wish to change. 2. and you are making your award decisions. All suppliers who participated in your negotiation are initially included in the shortlist. On the negotiation summary page. review your current AutoExtend settings (if any). select the Extend Auction option from the Actions menu and click Go. Their response information is displayed only for comparison and analysis. 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. or upon receipt of a new winning bid) 4.3. you will not be able to award them any business. You do this by removing these suppliers from the short list. 2. 3. Note: Once the negotiation is closed. On the Extend Auction page. and click Go. select the suppliers and click Change Shortlist Status. select Award by Quote/Award by Bid from the Actions menu.Oracle Sourcing Help To change your auction's AutoExtend settings: 1. search for and select the negotiation. The second group includes suppliers whose responses are unacceptable and whose further responses will be ignored for awards. If you choose to shortlist any suppliers. 4. On the negotiation summary page. after the analysis of a first round of responding in a multi-round negotiation. On the Negotiations Home page. click Apply.You must remove the supplier from the list by changing its status. Page 116/209 .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. Responses from these suppliers are no longer considered as viable for award decisions. For example. Under Your Negotiations at a Glance on the Negotiations Home page. Close the negotiation if it is not already closed. The first group consists of suppliers whose responses fall within an acceptable range and can be considered candidates for awards. Once you have made your changed. 3. You can modify the following AutoExtend options: o o o o Lines you want to AutoExtend (AutoExtend all lines. You can also review and extend your auction's scheduled close date and time. 2.

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

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

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

4. Click Apply. the responses to your negotiation do not meet your needs. 3. if no preview date/time was specified) and before the close date/time. or the terms of the responses are not acceptable. click Full List. Also the line requirements have changed.3. 2. On the negotiation summary page. The system notifies all the invitees and participants of the cancellation. In any of these cases. click the negotiation number for the negotiation you wish to cancel. This update is called an amendment. Click Apply. If you do not see the negotiation. 1. On the negotiation summary page.3.3. 3. enter the new date and time you want to close the negotiation or choose to close it immediately.17 How do I create an amendment to a negotiation? After publishing a negotiation. you may wish to simply cancel the negotiation.Oracle Sourcing Help 2. Under the Your Negotiations at a Glance section of the Negotiations Home page. 2. or the items are no longer needed. On the Cancel page. Page 120/209 .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. 2. 5. Amendments can be created anytime after the preview date/time (or open date/time.16 How do I cancel a negotiation? Sometimes. 2. select the Close Early option from the Actions menu and click Go. To close your negotiation early: 1. the buyer can update information defined in the document if necessary. Under the Your Negotiations at a Glance section of the Negotiations Home page. If desired. 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. there may have been too few responses. you can enter a text note to participants explaining why you are canceling the negotiation. enter a note to your suppliers. Note that you cannot manually close an auction after its first AutoExtension has been triggered. select the Cancel RFQ/Cancel Auction option from the Actions menu and click Go. This note is included in the notification that will be sent. 4. On the Close Early page. For example. click the negotiation number for the negotiation you wish to close.

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

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

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

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

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

Oracle Sourcing Help Page 126/209 .

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

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

you can manually score the responses you receive for a negotiation. you can enter a subjective score for the header attributes. 3.Oracle Sourcing Help of responses and want to compare them offline. During this process. weighting is implied in the maximum score for each attribute. Page 129/209 . You can download bids whether the negotiation is open or closed. You can use an Excel spreadsheet file or a text spreadsheet file. You can enter straight scores for an attribute. These attribute scores are then added up and the total is the total score for that response. The system will calculate a weighted score based on the score value you entered for each attribute. Using subjective scoring. you enter a number (up to the defined maximum) for each attribute score. select the type of spreadsheet you wish to down load. you should also download the Instructions file. From the Your Negotiations at a Glance section. 5. 2.4. 6. You can also update the spreadsheet with your award decisions and then upload it to identify winning responses. 2. With this method. you can also specify whether the supplier can see the scoring criteria. Open the file and complete it according to the directions in the Instruction file. 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. click the negotiation number for the negotiation to access the Negotiation Summary page. or you can enter scores and have the system use the score you entered along with the attribute's weight to calculate the score for that attribute. Once a response is received.6 How do I manually score header attributes? Using header attributes. upload your awards into the system. you first define the header attributes including weights and maximum scores during the creation of the negotiation. On the Negotiation Summary page. select Export Quotes/Bids from the Action menu. Save the file. After you have completed your award decisions. 4. Save the file to a convenient location. If you have never used spreadsheet files before. On the Export Quotes/Bids to Spreadsheet page.

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

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

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

you have the choice of four levels: None No acceptance is required. it is ready for execution.4. Page 137/209 .13 What is contract binding? If Oracle Procurement Contracts is implemented. Document or Shipment Supplier can accept the document or individual lines. When you are creating the purchase order document.5 2. you are sent a notification requesting your acceptance as well. Once both you and the supplier have accepted the purchase document. A notification is sent to the supplier requesting a signature to indicate acceptance after the purchase order is approved by any internal approvers. Document Only Suppliers are required to accept the entire document. 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. Some examples include searching for negotiations in which to participate. you can award business to selected suppliers and subsequently initiate the purchase order/contract creation. you can require that the supplier sign and accept the document. use the search tips below. you can use the wild card (%) as necessary The search process varies depending on what you are searching for.1 Searching How do I search for information on Oracle Sourcing? There are many times when using Oracle Sourcing that you need to search for information. You can optionally indicate whether acceptance is required for the resulting purchase order document.Oracle Sourcing Help 2. 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. Searches are conducted using a search criteria and one of that criteria's search value. In most cases when specifying a search value. To save time and perform accurate searches. or finding reusable invitation lists to apply when creating a negotiation. If you require acceptance. Document and Signature You and the supplier must sign the document to indicate acceptance. This option uses Workflow notifications to obtain signatures online. 2.5. If the supplier accepts the document.

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

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

For goods-based items. With amount-based items. 1. Page 140/209 . click Show Business Classifications and select the attribute values by which you wish to search. Click Go. 2. use the flashlight to search and select commodity or item. 2. From the Results: Suppliers display. 1. enter appropriate search values search values. select the correct item and click Select. From the Search Results display. you can search by either the Category name or by words contained in the Category Description. You must also specify the category to which the item belongs.1. you can search and specify an item value. Select the type of search from the drop down menu. On the Search and Select: Category page. Scroll through the Search Results display and select the correct category.5. Enter as many search values as are needed to efficiently qualify your supplier search. you can search and specify a category value but cannot specify an item value. To search by Supplier Business Classifications. 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. and click Go. you must identify item(s) on which you wish to negotiate. The category value defaults according to the item you select. click Show Approved Supplier List Criteria and select the attribute values by which you wish to search. Click the Select button or the Quick Select icon. 2.5 Searching for lines and categories While creating your negotiation. select the supplier(s) and click Invite. To search the Approved Supplier List Criteria. How you search depends on whether the line type for your item is amount-based or goods-based. If you know the name of the supplier you wish to invite. enter a search value for either the item name or a word in the item description. Click the flashlight icon next to the Category field. 2. click Search. On the Search and Select: Inventory Item page. After you have entered your search values. Click the flashlight next to the Item field. 3. 3. If you wish to see all suppliers who provide a particular commodity. enter a full or partial supplier name. You are returned to the create page with the category value inserted in the Category field.Oracle Sourcing Help 1.

2. The Search Results display shows all addresses that matched your search criteria. In some cases. On the Search and Select page. For example.5. a search on b% returns both Beijing and Brussels. you can search for all price element lists that contain a particular price element. If you do not know the beginning of the name. The search value can be an address name. From the Search Results display.1. you can search for all lists that contain a particular list entry. however. Enter as many search values as required to efficiently qualify your search. To search for and select a different address: 1. a search on %Boston might return North Boston as a billing address. or the search wildcard. 2. You are returned to the negotiation creation page with your new address appearing in the address field. The system performs a begins with search using any search values you entered. most lists allow you to search by the list name and/or words in the list description. you may need to change the default to a different address. 3. many attributes default according to the organization you select. Click Go. Such lists include lists of item attributes or price elements. 3. Page 141/209 . For example. Additionally. you can search using multiple criteria. For example. On the negotiation creation page.1. use a wildcard. For each list.5. a search on br% returns only Brussels. such as the percent sign (%). enter a search value in the Search field and click Go.6 Searching for addresses: While creating negotiations. Click the flashlight icon next to the address field. click the link to apply a predefined list. select the list and click the appropriate links or buttons to process the list if necessary and to apply it to your negotiation.Oracle Sourcing Help 2.7 Searching for lists When creating a negotiation. %. Find the correct address and click Select. To search and apply a list: 1. 2. a partial name. there are many predefined lists which you can apply to your negotiation to save time and standardize your sourcing practices. This includes addresses such as Bill-To and Ship-To.

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

2. You can view the reports online.1.Oracle Sourcing Help 4.1.1 Introduction to Sourcing Intelligence What is Sourcing Intelligence? Sourcing Intelligence provides all the analytic and transactional reporting for your Sourcing application. Page 143/209 . You can sort the report by clicking on the any of the underlined column headings. Identify potential savings opportunities.type (bid or quote). as well as the total amount awarded to this supplier. savings is zero. Sourcing Buyer Intelligence Reports 4. 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. If Current Price is not available. Identify negotiation opportunities.2 What are the Sourcing Intelligence reports I can generate? You can generate any of the following Sourcing Intelligence reports: 4. Savings is calculated by taking the difference between Current Price and Award Price and multiplying it by the Award Quantity. To run the Awards by Supplier report. As buyers and suppliers collaborate on procurement-related activities both price savings and efficiencies occur as a result of the increased amount of information flowing through the system. the report shows the total amount generated by each sourcing transaction.1 Awards by Supplier report What are the Awards by Supplier report? The Awards by Supplier report displays a summary of all awards made by the buyer to supplier(s).1. Amounts do not include lines where award quantity and award amount are unspecified. Sourcing Intelligence promotes the increased efficiency by enabling visibility and analysis of system transactions. View summary reports that allow additional details.1 4. 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. You can use Sourcing Intelligence to: Track trends of purchases over time. See "How do I export report data to a spreadsheet?" 4.

with the category with the highest productive award appearing first. Page 144/209 . To run the Awarded Bids Detail report. Amounts do not include lines where award quantity and award amount are unspecified. or All Outcomes. Amounts do not include lines where award quantity and award amount are unspedified.1. the report reflects only the system-hosted catalog item categories. Section 4.1 "How do I run the reports?" Notes: Note the following when generating and evaluating report information: o o o o When entering a category search parameter.Oracle Sourcing Help 4. select Standard Purchase Order. Note the following when generating and evaluating report information: When entering a category search 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.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 is sorted by category. the report reflects only the system-hosted catalog item categories. Any report displaying calculated amounts do not include any RFI amounts. You can view the supporting awarded bid by clicking the Auction number or Bid number. Blanket Purchase Agreement.1) report for the items listed. 4. see.2.1. To run the Savings by Category report. Once you have generated a Savings by Category report.1. 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.2. you can generate a Savings by Item (Section 7.2. savings is zero.1.3. Any report displaying calculated amounts does not include any RFI amounts. If Current Price is not available.

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

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

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

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

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

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

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

2.1 “How do I monitor negotiations to which I've responded”). To respond to a negotiation you must: 1. Attachments can be viewed by clicking the paperclip icon. the response controls. 3. or quote). This includes such information as the time the negotiation.3 How do I respond to a negotiation? Suppliers can respond to public negotiations and private negotiations to which they have been invited. Submit your response (bid. Click the negotiation number to access the Negotiation Summary page. Alternatively. If the item has attributes.Oracle Sourcing Help Creating and managing sourcing events Updating profile information Viewing award decisions Updating profile information 5. you can view information on the item attributes by clicking the "View" link under the Details column. Monitor the action in the negotiation in which you are participating. detailed item information. Under Open Invitations. Page 152/209 . click the negotiation number to access the Negotiation Summary page for the negotiation in which you are interested. price elements.1.4 How do I view the details of a negotiation before placing a response? 1. pricing.4. Find a negotiation in which to participate (See Section 2. 5.6 “How do I submit a response online”). 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.1. (See Section 5. The Negotiation Summary page displays all the current information for this negotiation. use the Search Negotiations fields to access the Active Negotiations page. shipping and billing information. The Notes and Attachments section displays any text messages from the buyer and any attached files. 2.1 “How do I access negotiations”). (See section 5.2.1. or price breaks associated with it.

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

Page 154/209 . 5. If the buyer has defined Terms and Conditions. After you select a currency. If so. If correct. To submit response online: 1.1. If you want to view any responses that have already been submitted. 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). 2. When you have responded to all required and optional line attributes. all response prices (such as start price and target price) will be listed in the RFQ/auction currency.Oracle Sourcing Help Create Response page. 3. You can only see the existing responses when the negotiation is open or unsealed. this value appears in the Target Value column. including ones to which you were not explicitly invited to. On the negotiation summary page. On the Create Quote/Create Bid page. you can select the currency in which you will place your quote/bid. click Continue 7. On the Active Negotiations page. You can see details of the negotiation on the negotiation summary page. Alternatively.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. After reading the terms and conditions. If the buyer has chosen to display an attribute target. you are asked to read and accept the negotiation terms and conditions. be aware of the following size limits: o o o Attribute: 240 characters Target: 4000 characters Response: 4000 characters 6. click Accept. you can enter search values into the Search Negotiations fields and click Go to list all negotiations in the system. Note: Before you select a currency. find your negotiation and click the negotiation number link there. click Submit. On the Create Response: Review and Submit page. enter the following information. 8. verify your response values. you will see all prices listed in your chosen currency. When entering responses. select Create Quote/Create Bid from the Actions menu to create a response to the negotiation. The Attribute Type column shows you whether a response is required or optional. click View Quote History/View Bid History.

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

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

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

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

3. 5. By providing item details and specifications in item attribute fields.1. Page 159/209 . Win for any item on which you have the current best bid price. The AutoRefresh page updates the current best bid price and your bid status for each item in the auction. You cannot proxy bid on any items that have price elements. On the Create Bid page. 5. Item attributes also allow you to provide more information and details when entering responses. 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. and 2) the details that a negotiation participant should provide when entering a response for that item. and Lose for any item on which you have been outbid. Your bid status is No Bid for any item on which you have not placed a bid. Click Create Bid to deactivate AutoRefresh and place a bid on the auction. To activate AutoRefresh: 1.1. you can set your responses apart from your competitors' responses and enable buyers to make better-informed award decisions. They define 1) unique specifications that are set for a negotiation item. click AutoRefresh On. you allow the system to automatically rebid on your behalf whenever a competing bid price beats your bid price. Using price elements allows you to target additional costs related to a particular negotiation item. On the AutoRefresh page. Such costs can include discrete charges such as import duties or activities such consulting or training costs.9 What is AutoRefresh? AutoRefresh enables you to continuously monitor the bidding in an auction before or after you submit a bid. then click Go. If you want to display only those auction items that are included in a specific category. In Multi-Attribute Weighted Scoring negotiations.10 What is proxy bidding and how does it work? By activating proxy bidding. 4. 2. Locate an open auction in which you'd like to bid. In an auction that includes more than one 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. your responses to an item's attributes are scored and weighted to allow the buyer to make more informed decisions.Oracle Sourcing Help Item attributes provide extra information about a negotiation item. Select the auction and click Respond. select the category from the View menu. 5.

Enter your proxy bid decrement amount. you can proxy bid on all or selected items.500 bid in an auction with a proxy bid decrement amount of $100. and a $3. To submit a proxy bid for any auction item. Proxy Bid Decrement You must enter the exact amount by which you want each of your proxy bids to decrease. Whenever your bid price is exceeded by a competing bid price. you cannot change this amount unless the minimum amount is met in the auction bidding or you cancel the proxy bidding on the item. You can change your proxy bid decrement if all items on the bid do not have proxy enabled.Oracle Sourcing Help To activate proxy bidding: When you place a bid on an auction. When bidding on an auction that contains more than one item. Note: After you have submitted your proxy minimum bid amount. Bid manually on the itemContinue bidding on the item by submitting bids manually. 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. automatic proxy bidding is discontinued.300 on your behalf. Proxy Minimum Bid You must enter the lowest price you are willing to proxy bid for any auction item. Then submit the bid as normal. Discontinue bidding on the item Page 160/209 . not your own current bid. the system will continue to automatically rebid (by the proxy bid decrement amount you specify) until your proxy minimum bid price is met. You can also change the proxy bid minimum amounts. 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). the system will automatically submit a proxy bid of $3. For example. 10. you must provide the following information: Note: If at any time you wish to change your proxy bid information. Your proxy bid decrement amount will be applied to the current winning bid in the auction.75. then enter a proxy minimum bid only for those items on which you want to proxy bid. if you have submitted a $3. you can cancel your proxy bid and submit a new bid with the updated proxy information. Use numbers. for example.400 bid is subsequently submitted. you can enter your proxy bid information in the appropriate fields on the Create Bid page.

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

To download a spreadsheet and prepare your bid or quote offline: 1. You can download an Excel spreadsheet or a text spreadsheet. You can then enter a new power bid percentage and click Go to revise your power bid. Bulk loading is also useful if you respond to similar negotiations that occur repeatedly. 5. Access the auction on which you want to rebid. Save the spreadsheet file to a convenient location. 4. click the negotiation number and review the negotiation's details and lines. 2. click Submit Bid and review the details of your bid. When you are satisfied with your power bid prices. then click History to review responses. 5. On the Quote/Bid by Spreadsheet page. If you want to return to your original bid prices. 5. click Clear Changes. Access the open negotiation to which you wish to respond. your bid status does not change yet. On the Create Bid page.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. 6. After you have located a negotiation on which to bid. 2. Enter numbers. enter the power bid percentage by which you want to decrease each of your bids in the auction. 7. Click Recalculate to preview your power bid prices. select Create Quote/Bid from the Action menu and click Go. you may want to look at responses that have already been submitted (not viewable in blind or sealed auctions or in RFQs). 3.25. 4. Save the file.1. As you prepare to respond.Oracle Sourcing Help To use power bid: 1. You can create the spreadsheet once and then make only the modifications necessary for a particular negotiation. 3. The recalculated price appears in the Price field. Open the spreadsheet file and complete according to the instructions in the Read Me file included in the zip. Your bid prices so not take effect until you click Submit Bid. for example. From the negotiation summary page. Because you are only previewing your power bids. select the type of file(s) you wish to download. Navigate back to the Quote/Bid by Spreadsheet page. Page 162/209 . even if your new bid price exceeds the current best bid for any auction item.

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

you must review and acknowledge each one. Such updates are called amendments. click the checkbox and then click Acknowledge. click Cancel. you must have reviewed all the amendments and placed a response to the latest one. Click Yes. click Accept. You are informed that the negotiation has amendments and are prompted to acknowledge them. Once you have acknowledged all the amendments. To be eligible for an award decision. Select the negotiation and click Respond. the next time you access the system the status of your initial response will have been changed to Resubmission Required in the Your Active and Draft Responses section of the Negotiations Home page. To respond to a negotiation that was amended before your first response: If the amendment was made prior to your first access.Oracle Sourcing Help 5. 2. Page 164/209 . review the document information.17 How do I respond to an amendment to a sourcing document? After publishing a negotiation. If there are multiple amendments. 3. you must review and acknowledge the amendments and place a new response. 4. 5. If you do not accept the negotiation's terms and conditions. the buyer may need to update some of the information defined in the sourcing document. On the Acknowledge Amendment page. Review the negotiation's terms and conditions. To respond to a negotiation that was amended after your first response: 1. these terms and conditions are presented before you enter the details of your response.1. 1.16 Why would a negotiation have special terms and conditions? Your buying company can include customized terms and conditions that govern its negotiations. When you respond to such a negotiation. If you placed a response before the amendment was made. you can continue to respond to the negotiation normally. Once a document has been amended. you will only be able to respond to the amended version.1. 5. You will not be allowed to enter a response in the negotiation. Search for the negotiation. 6. then continue entering your response.

The Amendment History page has entries for the original negotiation and any subsequently amended versions. which you must review and acknowledge. you must acknowledge that you have viewed the amendment and placed a new response. You are presented any additional amendments. Click the negotiation number link to view the original negotiation and its updates. If there are deliverables. The amended versions are suffixed with an incrementing counter. the responsible party failed to perform the deliverable.18 How do I respond to a deliverable defined to a negotiation? Deliverables are additional requirements a buyer may request of a supplier over the course of a negotiation. you can place a new response on the negotiation. You use the Create Response page to enter your response to the buyer's negotiation. and then click the checkbox acknowledging you have reviewed the amendment. Click the Update icon. they will be listed in the Deliverables section. This includes responses to any contract terms the buyer has defined. The negotiation summary page shows the original version of the negotiation. Click the suffixed number links to see the different versions of the sourcing document. the due date for completion of that deliverable has passed and that deliverable is late. and you must respond to these deliverables before their dates expire. 8. If there is an X icon in the Alert column. Click "View Amendment History" to see the changes made to the original negotiation. Each deliverable has a due date. 1. 5. On the Acknowledge Amendment page.1. 4. Once you have acknowledged all the amendments. If there is an exclamation point icon in the Alert column. To be considered for an award decision. You can toggle between the current version and its prior version using the buttons. Deliverables are part of the contract terms the buyer may have defined and are typically additional pieces of documentation that must be provided by the supplier. 7.Oracle Sourcing Help 2. or click the Review Changes icon to see what information changed between a version and its prior version. 6. you are presented the first amendment. If Oracle Procurement Contracts is implemented by the buying organization. Click Acknowledge. there may be deliverables to which you must respond. 2. The Review Changes page identifies the information that has changed. Page 165/209 . you respond to the deliverable and update its status. Review the information. 5. Contract terms are displayed in the Contract Terms section of the page. Click Acknowledge Amendment. 9. 3. Once you have completed the tasks outlined in the deliverable. The currently active version has the highest number and is the first entry in the table.

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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Oracle Sourcing Help

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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Once a negotiation has been published. Response Price The price at which you offered to sell the item.2.2. Negotiation Number The number assigned the negotiation by the system. if any.| Type The type of negotiation: RFQ. Page 170/209 . Your Response Number The number you assigned your response. The Rejected Items page allows you to drill down into detailed information about the negotiation and your response to it. The Rejected Items page shows: Response Number The number assigned to your response by the system. or Buyer's Auction Item Description Description of the negotiation item.Oracle Sourcing Help 5. Promise Date The date by which you promised to deliver the item. participants can communicate with each other by entering into an ongoing conversation called an online discussion.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. Reason Any message provided by the buyer explaining why the item was not awarded. Response Quantity The number of item units you offered to sell the buyer. 5.6 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.

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

For example. 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 5.2. In both these cases.Oracle Sourcing Help Online Conversation Participants Messaging Capabilities The table below details the rules governing the messaging capabilities of the negotiation creator and the respondents. the bidder may wish to update the non-price related information to improve the price to total score ratio. Page 172/209 .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. Usually. However. Canceling proxy bidding In most cases. the bidder may wish to halt the proxy bidding to update bid information. Once enabled. it can be allowed to run to conclusion. At this point. proxy bidding in suspended. the promise date offered by the bidder may need to be updated due to unforeseen situations at the time the proxy was begun. Note that the rules vary depending on the style of negotiation. the system will continue to rebid at lower prices until the bidder's minimum bid price is reached. there may be certain instances in which the bidder needs to end proxy bidding early. Or in a multiattribute weighted negotiation. The bidder specifies the amount of the price decrement (expressed as a percentage or a flat price reduction) and the minimum price to offer. this happens when the bidder needs to update bid information. once proxy bidding has been initiated.

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

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

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

Oracle Sourcing Help

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

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

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

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

5.3 Searching
5.3.1 How do I search for negotiations?

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

Oracle neither evaluates nor makes any representations regarding the accessibility of these Web sites. our documentation includes features that make information available to users of assistive technology. Page 195/209 .oracle. This documentation is available in HTML format. however. and contains markup to facilitate access by the disabled community.com/accessibility/. and must be fully installed to take advantage of their features. may not always correctly read the code examples in this document.Oracle Sourcing Help 6.1 Accessibility of Code Examples in Documentation JAWS. and Oracle is actively engaged with other market-leading technology vendors to address technical obstacles so that our documentation can be accessible to all of our customers. 6. JAWS may not always read a line of text that consists solely of a bracket or brace. These other Oracle Applications may require separate licenses.4 Product Integration and Licensing This documentation includes information about many features of Oracle Applications other than this product. 6. and supporting documentation accessible.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 that end. 6. with good usability.3 Documentation Accessibility Our goal is to make Oracle products. to the disabled community. visit the Oracle Accessibility Program Web site at: http://www.3. For additional information. a Windows screen reader.3. services. The conventions for writing code require that closing braces should appear on an otherwise empty line. Standards will continue to evolve over time.

Amounts do not include lines where award quantity and award amount are unspedified. You can sort the report by clicking on the any of the underlined column headings To run the Awards by Supplier report. see Section 4. as well as the total amount awarded to this supplier. Appendix 7. Page 196/209 . savings is zero.1. Inc.1.Oracle Sourcing Help 7. Inc.3.type (bid or quote). 7. Copyright 2000 Three D Graphics. Savings is calculated by taking the difference between Current Price and Award Price and multiplying it by the Award Quantity. For each supplier.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. the report shows the total amount generated by each sourcing transaction. If Current Price is not available.1 What are the Sourcing Intelligence reports I can generate? You can generate any of the following Sourcing Intelligence reports: Awards by Supplier report Savings by Category report Awarded Bids Detail report Awarded Quotes report Perspective for Java licensed from Three D Graphics.1 What are the Awards by Supplier report? The Awards by Supplier report displays a summary of all awards made by the buyer to supplier(s).

see "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.Oracle Sourcing Help 7.2 What is the Savings by Item report? Once you have the Savings by Category report generated. the report reflects only the system-hosted catalog item categories. see "How do I run the reports?" Note: For the Auction Outcome report parameter. Amounts do not include lines where award quantity and award amount are unspecified. 7. Any report displaying calculated amounts do not include any RFI amounts. Any report displaying calculated amounts do not include any RFI amounts. savings is zero. Note the following when generating and evaluating report information: When entering a category search parameter. You can view the supporting awarded bid by clicking the Auction number or Bid number. savings is zero.1. the report reflects only the system-hosted catalog item categories. select Standard Purchase Order. Blanket Purchase Agreement. or All Outcomes. Amounts do not include lines where award quantity and award amount are unspedified. Savings is calculated by taking the difference between Current Price and Award Price and multiplying the difference by the Award Quantity. For each supplier. Savings is calculated by taking the difference between Current Price and Award Price and multiplying the difference by the Award Quantity. Page 197/209 . You click the category to obtain a list of items within that category and how much revenue you have received off that item. To run the Awarded Bids Detail report. the report shows the total amount paid to this supplier.1.3 What is the Awarded Bids Detail report? The Awarded Bids Detail report displays detailed information about auctions for which business has been awarded. If Current Price is not available. If Current Price is not available. To run the Savings by Item report.

enter a name and description of your list and select a status. the report reflects only the system-hosted catalog item categories. Blanket Purchase Agreement. see "How do I run the reports?" Note: For the Auction Outcome report parameter.2. Buyer cannot create inactive lists .1. On the Reusable Attribute Lists page. Attribute lists are named groups of line attributes (line characteristics) that applies to a line in a negotiation. If Current Price is not available. Note the following when generating and evaluating report information: o o o o When entering a category search parameter. To run the Awarded Quotes report. If you include an attribute list in a negotiation template. savings is zero. Savings is calculated by taking the difference between Current Price and Award Price and multiplying the difference by the Award Quantity. Click "Attribute" under the Reusable Lists area of Quick Links on the Negotiations Home page . select Standard Purchase Order. click either Create Header Attribute List or Create Line Attribute List . On the Create Header Atttribute List/Create Line Attribute List page. the attributes on the list will apply to all lines added to a negotiation created with that template (though the buyer who is using the template can edit and remove attributes as appropriate). or All Outcomes. Page 198/209 .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. 3. 7. 2. You can view individual quote details by clicking the quote number. To create an attribute list: 1. Amounts do not include lines where award quantity and award amount are unspedified.2 Reusable Attribute Lists 7.4 What is the Awarded Quotes report? The Awarded Quotes report displays information about the selected RFQs that have been awarded in the system. Any report displaying calculated amounts do not include any RFI amounts.Oracle Sourcing Help 7. Active lists are available for use by buyers during negotiation creation.

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

you explicitly enter score values.Oracle Sourcing Help supplier and allows you to make a more informed award decision. * Price Precision Page 200/209 . the system will automatically convert them to your default functional currency. 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. 7.4 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. After you have entered your description. Then when making your award decision. you must identify all possible responses and assign a score to each while you are defining your negotiation. The currency is always defaults to the functional currency for your organization and is display only. you can view the supplier responses and manually assign a score that reflects the desirability of the response. See What information must I provide to create my negotiation header? for instructions on creating header attributes. If you select the "Allow responses in other currencies" option. With header attributes. click the "Enter Business Terms and Conditions" link to access the Enter Business Terms and Conditions page. you must enter the business terms and conditions that will govern the negotiation. you define the maximum value that can be assigned to the attribute (and possibly its weight if weights are being used). With line attributes. When you view the responses you have received. and the system uses the scores you entered (and possible the attribute's weight) to calculate the score for that attribute . See How do I score header attributes? for more information on the use of 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. You score header attributes differently than line attributes. Then at analysis time. Suppliers must include responses to header attributes as well as negotiation lines.

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

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

then click Auctions or RFQ in the task bar directly below the tabs. Click View Event Negotiations to see details of the sourcing event. In addition. The display can be shown in minutes. You must be assigned the Create Price Elements job function to create price elements. To access an event: 1. Though the RFQs or auctions grouped in a sourcing event are related. You can condense or expand the display by controlling its time display increments. the buyer may create a sourcing event to group together several related RFQs/auctions. These costs can then be negotiated between a buyer and supplier just like the item price. Sourcing Buyers may also have been assigned this job function by the system administrator. or discrete costs such as shipping fees. events enable suppliers to quickly locate and participate in multiple similar RFQ/Auctions. 2.7 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. 7. The time values shown across the bottom of the display can help you determine the relative timing of different responses. Select the event you want to view. Click the Negotiations tab. 7.6 Why are some RFQs and auctions associated with a sourcing event? In some instances. Click the "View All Events" link. Sourcing events help both buyers and suppliers monitor multiple RFQs/auctions as a group rather than individually. Buyers can specify when they create the auction or RFQ how much they are willing to pay for these additional costs. Once you create the appropriate price elements. you must respond to each individually. The Sourcing Super User has this job function by default. Page 203/209 . You apply this element list to your auction or RFQ. Select the increment you want from the drop down menu. and the display is automatically refreshed using the new increments. you can combine them into a price element list. the display begins at the time the negotiation was opened. rather than searching for them individually. You can also move directly to either the beginning or the end of the negotiation by clicking the appropriate small arrow icon.Oracle Sourcing Help By default. 3. Such costs could include services such as training or consulting. hours. or days.

Fixed Amount .a percentage of the final negotiated item price. 3. select the language for which you are defining the price element. Click "Price Elements" under Auction/RFQ Tools. enter information for the following fields: Code . Status .this code must be unique within all price element codes Price Element Name .a fixed amount regardless of the number item units. Please see How do buyers and suppliers communicate while a negotiation is in progress? (See Section 2. 4.4. You can define the same price element to every language installed. On the Create Price Element page. Per-Unit .this name must be unique within all price element names. Description . You can change the statue to Inactive to prevent the price element from being added to any negotiations.how the cost for this price element is determined.8 Can suppliers communicate with each other while a negotiation is in process? This file has been obsolete. From the Sourcing Welcome page. When you have finished entering.Oracle Sourcing Help To create a reusable price element: 1.a text description of the price element Pricing Basis .a fixed amount for each unit of the item.9) Page 204/209 ." 5.The default status is active. click Done. 6. 2. 7. Click "Create Price Element. On the Price Elements page. % of Item Price . You return to the Price Elements page. click the Auctions or the RFQs tab.

You can either approve clauses before adding them to the contract template.9. all the clauses in the contract template automatically become standard clauses in the business document. not in contract templates. or a standard clause that you edit and make non-standard. Approve the contract template. After you apply the contract template to a business document. 3.9.2 “About the Contract Terms Library”). at which point the clause becomes a non-standard clause. You can create and modify standard clauses in the Library. you must perform the following steps: 1. 2. Clauses are drafted based on both business and statutory requirements.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. A non-standard clause is a clause that you create to add in directly into the business document. 7. Prior to approval.Oracle Sourcing Help 7. 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. Unless protected. Page 205/209 .1 About Clauses A standard clause is the legal or business language used to author a contract. These templates can then be used to default clauses and deliverables on a contract. Standard Clauses A standard clause is a clause defined in the Library (See Appendix 7. You can create templates that include both clauses and deliverables. the contract template can contain both approved and draft clauses. Non-Standard Clauses Non-standard clauses exist only in business documents. Add the clauses to a contract template. the text of a standard clause in the business document can be changed. In order to make standard clauses available to be used in business documents. Apply the contract template to a business document. or you can leave the clauses in draft form.

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

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

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