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

.......3.... 112 2..................4.... 84 2.................. 107 2........................................9 What are amount based line types....6 .............................. and how do I use them?....7 What are contract terms and conditions..................................................... 100 2.......... and how do I use them in my negotiation?.................9 How do buyers and suppliers communicate while a negotiation is in progress? ... 114 2..4.......................1 What are some negotiations strategies I can use? ............1..................... 102 2........... 104 2.................................................3........................ 115 2............................ 96 2.5 2..............3......1 How do I access negotiations? ...........1. 103 2...........................1.2 Using Oracle Services Procurement and Oracle Procurement Contracts.....12 How do security levels work? ....................................11 How do I extend a negotiation that is in progress? ... 93 2.................4........................................................................3............................................................ 109 2.1.................1......................1.. and how do I use them?................................. 84 What are Reusable Price Element Lists........................................ 100 2..4 Can I create and save sourcing documents without submitting them? .......................................1.......4..............1...11 Who can participate as team members? ........4..........4.................4....4.4.13 What is shortlisting and how do I use it? .............3 How do I define services related lines?...................................................8 How do I view the backing information for lines AutoCreated from Oracle Purchasing?.....2 What kind of services can I negotiate for?.2.............................3.3.... 88 2....3 Monitoring Negotiations.........4...................3...... and how are they used? .........4...3 How do I respond on behalf of suppliers without Internet access?...................... 108 2.......... and how do I create and use them? ......3................... and how do I use them in my negotiation?............................ 91 2...............2...........3............4................Oracle Sourcing Help How do I use price elements? ..............2.......2 What is a sourcing event? ................. 106 2...........10 Can I invite additional suppliers to a negotiation I've already created? ...........3...5 How do I create a deliverable and use it in a negotiation document?..........1. 103 2.................... 98 2...6 How do I copy a sourcing document?...................................................12 How do I change my auction's AutoExtend settings while the auction is in progress?............10 How do collaboration teams work? ......... 96 2..7 What are price breaks........................1........................................3.........6 How do I download the responses I have received? . 86 2................14 How do I initiate a new round of responding?.............................13 What are global agreements.........................3.................. 99 2...........8 What are price breaks............ 97 2...................2.........1....... 114 2................. 116 2.. 95 2.......3........... 92 2..3... 98 2.3.. 107 2............1........... 105 2..1.....4 What are contract terms and conditions....... 102 2.........5 How do I use the Graphic Monitor to compare competing quotes or bids for a particular negotiation line?........... 106 2.............4 What are Your Negotiations at a Glance?....................................3...................................................................1.......2 How do I monitor the negotiations I have created? ...1 How do I create a deliverable and use it in a negotiation document?.........................4 Additional Creation Topics ........ 117 Page 5/209 2.............................3........................4.......... 105 2.3 Are there any shortcuts available when creating a sourcing document? ................ 88 2..... 110 2................................................ and how do I use them?..................................................................7 How do I analyze the responses I have received?...................................................1.........................................1................1.......................

.. 143 4....................... 137 2.................................7 Searching for lists...3............ 145 4.......................................5 How do I download the responses I have received? .... Sourcing Buyer Intelligence Reports. 144 4.................. 124 2.......5...1.......11 Can I see information on my negotiations once I have completed awarding them? .10 What information is contained on the Award Summary page? ....4 How do I award business in an RFQ or auction?............ 120 2................ 143 4...........................................................3..2 How do I unlock and unseal a sealed RFQ or auction? ..........3 Searching for draft negotiations ........ 145 4.......2...................................6 How do I manually score header attributes? ..............................1... 148 Page 6/209 2.....................................2...20 How do I manage deliverables I have assigned to a negotiation?.............4.................. or auction? ..................17 How do I create an amendment to a negotiation? ....................1.. 136 2........ 140 2................................2 Searching for all negotiations to which you have access:...1 How do I view the responses I have received? ........4... 137 2.....1.............5 Searching...................3..............................13 What is contract binding?.................................................... 127 2.....2.........................4..... 124 2................. 142 3..........5......................................................................5.1 Awards by Supplier report ..................................12 How do I generate a purchase order document? .3 What are the different methods I can use when performing awards? .................... RFQ.......... 124 2.. 145 What is the Awarded Quotes report? ........................ 147 4........... 139 2.3 How do I export data to a spreadsheet? ...18 How do I print information on my negotiation? ............................2............................2.... 120 2..........5.................. 120 2..4 Searching for suppliers:.....................1.................4.......8 How do I allocate backing requisitions among awarded items? .5 Searching for lines and categories............... 124 2...3... 138 2.....................1..5............................. 141 2...1 Searching for your negotiations in which you are participating: ...16 How do I cancel a negotiation?.................................................4............Oracle Sourcing Help How do I close a negotiation before its scheduled close date and time?...........1.............................1... 137 2...................................................................1.........4.... 131 2..........................4.1........................................................ 139 2.....................1..6 Searching for addresses:....2 What are the Sourcing Intelligence reports I can generate?...7 How do I use a spreadsheet to award negotiation items?...... 122 2....................................... 144 4................. 143 4...............................2 Intelligence Reports ...........5.................1....................... 121 2...................4........ 123 2....... 135 2........... 128 2.......................................... My Profile .............................................................................................1 Introduction to Sourcing Intelligence............................ 130 2..........................................2 What is the Savings by Category report?................................................3...5...1....1 How do I update my Sourcing personal options? ............................ 143 4......4...............1 What is Sourcing Intelligence? ...... 138 2.......................................... 129 2...4................................................ 144 What is the Awarded Bids Detail report? ...............1.......................................................................5....3........ 143 4. 147 4........4 Awarded Quotes report ............4................4............................1 How do I search for information on Oracle Sourcing? ..... 133 2........ 147 4................1 How do I run reports? ..................................4....... 142 4.......19 How do I view the approval history for my negotiation? .......2................15 ...............4 Awarding Negotiations ....... 133 2........3........... 141 3........9 How do I disqualify responses I receive for an RFI.....................3 Awarded Bids Detail report .........................................1............1 What is the Awards by Supplier report? ................................2 Savings by Category report.........................................

..........1......8 How do I turn off proxy bidding? .............2.. 162 5........................................................... 164 5................1............ 159 5........................1... 178 6....................................................11 How do I respond to a deliverable defined to a negotiation?................................................................ 150 5...1 What are the benefits of registering and participating in this system? ..............3 What is a WinZip (or zip) file? ..1.... 178 6........ Help for Sourcing Suppliers................2..........................................................................3..............13 How do I download a spreadsheet and respond offline?................................ 177 5...................................... 152 5.................... 163 5.......Oracle Sourcing Help 4..........1 Additional Topics .................1..................................3 What is the Awarded Bids Detail report? ............ 174 5......3 How do I track the status of my responses?...............................1....................................2......................................................... 152 5.........2 How do I use Quick Links?..1................ 161 5.............................15 How do I respond to a negotiation that has gone to an additional round of responding?......14 How do I rebid on an RFQ or auction? ...............1..............2.............................. 176 5......... 166 5............1 Responding to Negotiations..................................................................................4 What information is contained on the Disqualified Responses page? ........... 177 6....................19 How do I respond to a service-related line?........2......18 How do I respond to a deliverable defined to a negotiation?........ 167 5..2. 172 5................ 149 5..............1............ 151 5.................6 What information is contained on the Rejected Items page?..........................................................................................................2 Monitoring Negotiations........2........ 179 6...........9 How do I print information on my negotiation? ................................16 Why would a negotiation have special terms and conditions? .......1 How do I search for negotiations? ............2 How do I use Quick Links?.......................9 What is AutoRefresh? ... 165 5.....................17 How do I respond to an amendment to a sourcing document? ........................................................ 161 5................10 How do I respond to an amendment to a sourcing document? ..10 What is proxy bidding and how does it work?........................ 148 4............................. 153 5..............1.................................... 163 5............. 154 5...............................3 How do I respond to a negotiation? .2...2........................................................1.......6 How do I submit a response online? ..............................1............11 How do I turn off proxy bidding? .............................................. 158 5........ 175 5..................2......1..................................... 158 5...................1 How do I monitor negotiations to which I've responded? ................................ Additional Information............................ 167 5........... 170 5.......... 159 5.............2 Can international companies participate? ..........2............. 167 5.1.......................1.....................................................12 What is power bid?........2.....5 What information is contained on the Awarded Items page? .........................................1.... 169 5..........................1.....1............................12 How do I respond to a service-related line?.................. 150 5.1.2.......... 150 5............. 178 6.......................... 164 5..8 How do I use item attributes and price elements when responding to a negotiation? ............ 168 5......2.5 How do I respond to a Request for Information (RFI)?...................... 170 5.........4 What is the Awarded Quotes report? .... 167 5....1..................................................................7 How do buyers and suppliers communicate while a negotiation is in progress? ...4 How do I view the details of a negotiation before placing a response? .....................................1..................................1.7 How do I view the attachments associated with the negotiation to which I am responding? .3 Searching........ 179 Page 7/209 ............................. 173 5........1 How do I access negotiations? ............

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

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

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

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

Page 12/209 .2 “Glossary”) Terms and Conditions enforcement (See Section 5. The four different types of sourcing documents available . requests for information (RFIs).3. enabling them to efficiently obtain the best possible prices for goods and services.1 Frequently Asked Questions: Oracle Sourcing 1. Buyers use real-time interaction to obtain information on suppliers' products and services.2.1.6 “How do I copy a sourcing document”) Multiple Currency support (See Section 2.1. Common Functionality All sourcing document types have the following common functionality to simplify the negotiation creation process: Reusable Attribute Lists (See Appendix 7. Prices are established based on actual supply and demand at the time the negotiation is transacted.2.1.4 “How do I create and edit a reusable invitation list”) Sourcing Template (See Section 2. quantity. Buyers can use the information obtained to subsequently conduct an RFQ or buyer's auction. Buyers and sellers. and buyer's auctions.1. and item-specific attributes.2 Getting Started with Oracle Sourcing 1.7 “Can I accept responses in multiple currencies”) Multiple Language support Notes and Attachments (See Chapter 6.1 What is Oracle Sourcing? Oracle Sourcing offers flexible negotiation capabilities to buyers and sellers.1 “How do I create an attribute list?”) Reusable Invitation Lists (See Section 2.1. but on lead times.2. and then use that information to create negotiations that drive prices based not only on price.1.1.Oracle Sourcing Help 1.2.4. who might never meet face-to-face.16 “Why would a negotiation have special terms and conditions?”) RFIs Oracle Sourcing allows buyers to qualify a wide group of suppliers and their products and services using RFIs.2. can bypass intermediaries and establish relationships that might not have been possible using more traditional methods of buying and selling.requests for quotations (RFQs). “How do I create and edit negotiation templates?”) and Copy features (See Section 2.

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

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

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

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

have previously created.1.11) Buyers can Manual Extend (See manually extend Section 2.11) 2.15) Buyers can manually extend an RFI or close an RFI earlier than the scheduled close date. Page 17/209 .1.3.1.1.7) 2.2.3 What time saving functions are available to me when creating negotiations? There are many ways you can streamline the creation of sourcing documents: Copying an existing document You can copy documents that you.1.1. Manual Extend/Early Close (See Sections 2.8) Extend/Early Close (See AutoExtend (See Section Section 2. and invitation list are copied into a new document which you can edit if necessary.1.Oracle Sourcing Help Attribute Based Bidding (See Section 5.4.8) 5. Bids buyer. terms and conditions.1. Multiple Quotes The RFQ business process allows suppliers to submit a single quote per round.1.8) Price Elements (See Manual Section 5. submit Other Proxy Bidding (See Attribute Based Section 5.3.8) Section 5. The details of the document such as the controls.4. Decrement/Increment (See Section 2.1.1.1.1. or any other users in your organization.8) RFIs use item attributes to solicit item information from suppliers. Convert to negotiation document (See Section 2.10) Bidding (See Power Bidding (See Section 5.4.4.4. Multiple If allowed by bidders may multiple bids.11/2. item information.11) an RFQ or close an RFQ earlier Early Close (See Section than the 2.4.1.11) Price Breaks (See Section Price Breaks (See Section 2.7) 1.10) Price Elements Attribute Based Bidding (See Section (See Section 5.2) Information obtained during the RFI can be used to create a new negotiation document.15) scheduled close Minimum Bid date.

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

" Alternatively. When creating an RFI. Depending on the setting chosen during the negotiation creation.6 What is attribute based negotiation and how can I use it? Attribute based negotiations enable buyers to define multiple item-specific characteristics.1. you see the Confirmation page. called item attributes. ensuring that only one user can work on a draft at any time.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. optional. How do I continue working on it? You can continue working on a document saved as a draft by After clicking Save Draft. The document is released when Page 19/209 . 1.1.2.4 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. buyers define attributes for negotiation items. Suppliers reply to the item attribute. you can click "Manage Draft Negotiations" to access the Manage Draft Negotiations page. You are granted exclusive control until you release it. Item attributes and their responses comprise the heart of the RFI process. From this page. these lists are shared across all document types and can be accessed by the buyer as required. The buyer then uses the suppliers' responses to qualify the group of suppliers and to determine the best set of suppliers with which to later conduct a negotiation.2. 1.2.1.2. Buyers can efficiently create and award RFQs and auctions while suppliers can also use this functionality to assist in bidding in auctions or submitting quotes for RFQs.1. quantity.5 Are reusable invitation lists and reusable attribute lists shared across all three negotiation types? Yes.1. these attributes can be either required.2.Oracle Sourcing Help 1. but also to other features salient to each item. you can click "Continue editing your draft. or display only.7 I just saved a negotiation as a draft document. 1. and delivery. From this page you can access and edit any of your draft negotiations. in essence "answering" the buyer's question. These attributes represent important aspects of the item for which the buyers need information from their suppliers. 1. that allow bidders/suppliers not only to respond to the price.

However.) 1. You can save an negotiation as a draft as soon as you get to Step 2.1.11 Why do some items in my negotiation have item numbers and others do not? Item numbers and item revisions appear if the negotiation item is AutoCreated from a requisition line having an item from the item master.2. the system automatically updates the status of the previous round to Round Completed. Each has its own benefits: Page 20/209 . 1.1. (The original creator can always unlock a draft. It is removed from the system.2. Negotiations with Round Completed are not available for awarding. 1. The information from the previous round is enough to save a draft. If you wish to create a draft for a new round. 1. you can delete the draft for the new round from the Manage Draft Negotiations page. making it available for award.10 If I have saved a draft of a new Quoting/Bidding round. such as the Sourcing Super User. You delete it from the Manage Draft Negotiations page. The draft creator selects the draft and clicks Unlock on the Manage Draft Negotiations page.2. can unlock draft auctions/RFQ which were locked by other users.Oracle Sourcing Help You save it.2.) Another user removes the lock. What are the differences? You can create RFQs and auctions in both Oracle Purchasing and Oracle Sourcing.12 I know I can create RFQs and auctions in both Oracle Purchasing and Oracle Sourcing. (Users with the appropriate function security.1. you are not required to enter any information. The system automatically updates the status of the previous round to Closed. You submit it (the draft becomes a valid negotiation in the system).1. can I award business to quotes/bids from the previous round? Once you save a new round of Quoting/Bidding.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. Negotiations lines entered directly in Oracle Sourcing can include item numbers and item revisions if the item information was retrieved from the Item Master.

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. Scores are numbers between zero and 100 and are assigned to each possible attribute value or range of values.2.2. Page 21/209 . The old Sourcing negotiation number remains on the requisition line until a buyer creates a new negotiation using the requisition. The higher the weight. Weights and scores can be assigned to the custom attributes. the system calculates a weighted score for each attribute response and a Total Score for the item.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. The higher the score. the requisitions become available again to AutoCreate in Oracle Purchasing. the more desirable the attribute value or range of values. It then ranks the scores for the same item from different respondents based on a Price to Total Score ratio. Custom attributes having weights and scores are called weighted attributes and require a response. As responses are received. Scores represent the desirability of that attribute value or range of values compared to other values. quantity.1.Oracle Sourcing Help RFQs/auctions in Oracle Sourcing Real time bidding. 1. the more important the attribute to the item. 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. 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.1. 1.13 What happens if I cancel a negotiation having backing requisitions in Oracle Purchasing? As soon as you cancel a negotiation with backing requisitions. breaks. or need-by date. The goal of scoring is to motivate a respondent to respond with quotes/bids most closely matching the desired attribute values.

2. It is the ratio of Quote/Bid price of an item to the sum of the weighted scores of all the Quote/Bid values submitted for that item. the system ranks the supplier only on the basis of price.1. A buyer can view bids plotted on a Price to Total Score graph to assist in analysis of quotes/bids. In both price-only and Multi-Attribute Weighted Scoring negotiation. it offers the best value for the money. In other words. 1. To lower the ratio for an item included in a bid. The winning response is decided based on the buyer's definitions of the relative importance of item attributes. However.17 Can I accept multiple currencies in my negotiation? Yes. you can invite these users Page 22/209 .1. they are allowed to respond in only one currency per response. however.2. the negotiation currency defaults to the functional currency defined for your operating unit. the bidder/supplier must lower the Quote/Bid price for the item and/or submit responses to the weighted attributes that increase the total score for the item. The buyer can still award the item regardless of the ratio. quantity. Whenever you view the responses you have received.1.Oracle Sourcing Help 1. the system will automatically convert the responses to the negotiation currency. but it offers the lowest price per point of score. Though suppliers in a multi-currency negotiation can submit responses in several currencies. item attributes can be scored and weighted. 1. reflected in the Price to Total Score ratio. The lowest ratio receives the highest rank. 1. suppliers can quote/bid on price. delivery dates and attributes of an item.18 How do I invite non-registered supplier contacts to register with the system? If a supplier company has already been defined to your system (using Oracle Purchasing) and you know of any non-registered contacts at the supplier company whom you wish to invite to current or future negotiations.1.2.2.15 What does the Price to Total Score ratio mean? The Price to Total Score ratio is calculated only for Multi-Attribute Weighted Scoring RFQ/Auctions and is used to rank quotes/bids. In a Multi-Attribute Weighted Scoring negotiation. The lowest ratio among competing responses may not offer the lowest price. When you create a new negotiation. the buyer can still award the negotiation to any supplier regardless of the Price to Total Score ratio values.16 What is the difference between Price-Only and Multi-Attribute Weighted Scoring RFQs/auctions? In a price-only negotiation. you can allow bids or quotes in currencies other than the negotiation currency.

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

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

Cancel negotiation a All invitees and suppliers To notify them the negotiation is closed To notify the suppliers that the RFQ or auction has been awarded and how many lines have been accepted or rejected Award an RFQ or All suppliers auction Starting a new Suppliers who are invited To invite them to participate in an round in an RFQ for the new round additional round of negotiation or auction All suppliers from the Starting a new To notify them that they are not previous round who are round in an RFQ invited for the additional round of not invited in the new or auction negotiation round Invitee not acknowledging Supplier intent within the responded allowed time who hasn't To inform and encourage invitee to acknowledge intent to participate 1.2. they receive a reminder email notification once the negotiation has opened for either previewing or responding.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. When the reminder gets sent depends on the duration of the negotiation. or all a certain Quote/Bid has been quote suppliers in the sealed disqualified RFQ.1. Negotiation Duration Reminder Email Sent Equal to or less than One hour after the Preview/Open Date 24 hours Page 25/209 . The negotiation duration is the length of time between either the preview date (if the buyer specified one) or the open date.21 When does an invitee receive a reminder email notification? If companies do not acknowledge participation by a certain time. and the close date.

You cannot respond to any negotiation that your company owns.2. then invitees do not receive a reminder. 1. they receive it at the original reminder time. you can upload it to enter your responses into the system to.23 Can I respond to a negotiation created by someone in my company? No. they do not receive reminders.2.22 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.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. 1. It is not mandatory to acknowledge your intent before submitting responses. 1.1.24 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. Bulk loading is also useful if you respond in similar negotiations that occur repeatedly. However. if they are added after the original reminder time. Such acknowledgments are intended to enhance communication between buyers and suppliers and inform buyers of the potential participation.1. you can respond to negotiations created by your company's affiliates. If the negotiation is closed. you can download a spreadsheet which you can complete offline to specify your response information. Otherwise. If the buyer starts another round of negotiation before the reminder time. Page 26/209 . canceled or deleted before the reminder time.1. 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. these new invitees receive reminders at the original time.2. the reminder is not sent. however. Once you have completed this spreadsheet. If additional companies are added before the original reminder time. then invitees do not receive any reminder.

for example.2. which includes the purchase order numbers along with other information. you can enter a maximum of 240 characters. You can also search Oracle Purchasing by entering the original requisition information. On the Negotiations Summary page. 1. Click the Administration tab.Oracle Sourcing Help 1. You can search for the purchase orders in Oracle Purchasing by entering the negotiation data. the negotiation number." Select the indicator and specify whether users can override your selection. you can enter a maximum of 2000 characters. As the system administrator. Page 27/209 . access the negotiation whose associated purchase orders you wish to see by entering the negotiation number into the Search Negotiations fields.27 Can the system administrator require buyers to use a certain rank indicator? Yes.26 How many characters can be entered into the Item Description and the Note fields? For an Item Description field. select Award Summary from the Action menu and click Go.1. Any user assigned the appropriate job function can add suppliers to an RFQ or auction any time before the close date and time.1. On the Award Summary page.2. click the response number link to view the information on that response including the corresponding purchase order created for that response. You can check your Notifications for the Purchase Order Creation Notification. 1. In Oracle Sourcing.2. you can require a particular indicator be used for all negotiations.1. This displays all purchase orders for a particular negotiation. For a Note field.1. and then click "Negotiations Configuration.25 Can I invite additional suppliers to an RFQ or auction I've already created? Yes. 1.28 How can I check which purchase orders were created after completing my RFQ/auction? There are various ways to check which purchase orders were created.2.

4 “How do I award business in an RFQ or auction”).2. RFQ is typically used for complex items or services such as made-to-order manufacturing items or construction projects. 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 “How do I create and edit a reusable invitation list”). Suppliers cannot view competing quotes while the negotiation is in progress. Steps in the RFQ process include: 1.1.1 “How do I create a new negotiation”).1.Buyers can monitor real-time quote activity and take appropriate action.2. 3. Reusable invitation lists (See Section 2.Suppliers view the RFQ details and submit their quotes online. buyers can review quotes and award the RFQ or submit a modified RFQ for another round of quoting. Reusable attribute lists (See Appendix 7. RFQs typically consist of multiple rounds with competition focused on whether supplier(s) can meet the specific requirements.3 “How do I create and edit negotiation templates”).2 Getting Started with RFQs RFQs support the full business process to solicit quotes from suppliers. Price elements (See Section 2.1. RFQs supports both blind and sealed RFQs. RFQs enable buyers to collect quotes from suppliers for complex and hard-to-define items or services. The RFQ process usually lasts days or weeks through multiple rounds of negotiations. RFQ Capabilities RFQ templates (See Section 2. Once the RFQ is completed.1.1 “How do I create an attribute list”).2 “How do I monitor the negotiations I have created”). Once suppliers have submitted an initial round of quotes. RFQ creation (See Section 2. 2. Buyers initiate RFQs that may include multiple line items by publishing the RFQ and inviting suppliers. Quote preparation and submission (See Section 5. 4.3. RFQ monitoring (See Section 2.2.2. Page 28/209 .1.4.5.3 “How do I respond to a negotiation”). The suppliers' responses to the RFQ allow the buyer to compare quotes and negotiate the best price and specifications for the good or service. RFQ modification or awarding (See Section 2.1.Oracle Sourcing Help 1.5 “How do I use price elements”).

Multi-round quoting (See Section 2. Manual extend (See Section 2.7 “What are price breaks.9 “How do I disqualify responses I receive for an RFI. and how do I use them”). Terms and Conditions enforcement (See Section 5. (See Section 2.4.14 “How do I initiate a new round of responding”).3.13 “How do I download a spreadsheet and respond offline”). Sourcing Events (See Appendix 7.1.11 “How do I extend a negotiation that is in progress”) and early close features (See Section 2. Monitoring quote activity in real-time (See Section 2.8 “How do I use item attributes and price elements when responding to a negotiation”).6 “Why are some RFQs and auctions associated with a sourcing event”). Canceling RFQs (See Section 2.4.1.6 “How do I submit a response online”) and offline (spreadsheet quoting).5 “How do I use the Graphic Monitor to compare competing quotes or bids for a particular negotiation line”).1.5 “How do I use the Graphical Monitor to view responses to items in my negotiation”) Purchase order generation Attribute based quoting (See Section 5.1. Graphic RFQ monitor (See Appendix 7.2 “How do I monitor the negotiations I have created”).Oracle Sourcing Help Price breaks (See Section 2.16 “How do I cancel a negotiation”)and Disqualifying quotes (2. Capture Total Cost (See Appendix 7.14 “How does Oracle Sourcing use information in Oracle Purchasing when AutoCreating draft sourcing documents”).2 “Glossary”).4.15 “How do I close a negotiation before its scheduled close date and time”). Quote comparison (See Section 2.5.1. Online or offline awarding capability (spreadsheet awarding).16 “Why would a negotiation have special terms and conditions”) Quoting online (See Section 5. Real-time status updates Notes and attachments (See Section 6.5.4.7 “What are reusable price elements and how do I create them”).4. Multiple RFQ styles: blind or sealed (See Section 6. or auction”).2 “Glossary”). RFQ.4 “How do I award business in an RFQ or auction”).4. Page 29/209 . (5. Integration with Oracle Purchasing (See Section 2.1.

It is the RFQ buyer's reference and review currency.2.3. Suppliers can choose the Quote currency in which they will place their quotes. In a Multi-Attribute Weighted Scoring RFQ. you can submit multiple quotes within the same round.2 Can I submit multiple quotes per round? If allowed by the quote controls.5 What is the most efficient way to create an RFQ with several line items? You can use the spreadsheet functionality to create an RFQ with several items.3. This allows you to create your multi-line RFQ quickly. but you must enter the weights and scores for an item's scored attributes online. Quote Currencies Additional currencies in which quotes will be accepted. 1. You can prepare your list of RFQ items offline and upload the completed spreadsheet.1 What are the Unlock Date and the Unseal Date? The Unlock Date is the date when the buyer unlocks the closed RFQ to view the received quotes. Quotes are converted to the RFQ currency for quote review. Page 30/209 .Oracle Sourcing Help 1. but quote disqualification is at the discretion of the buyer.2.2. 1.2.4 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.2. 1. you can upload items using a spreadsheet. 1.3 Can I cancel or retract my quote? No.3. ensuring the integrity of the submitted RFQ items. An RFQ buyer can setup an RFQ to accept quotes in multiple currencies by selecting the RFQ currency and then identifying any Quote currencies in which quotes will be accepted. You can contact the buyer who created the RFQ and ask to have your quote disqualified.3.3. The system validates the data.2. The Unseal Date is the date when the buyer unseals the unlocked RFQ allowing the suppliers to view the quotes as well.3 Frequently Asked Questions: RFQs 1.

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.2. 1. you can enter a Promise Date to differentiate your response from other competing responses. Downloading the RFQ contents allows suppliers to quickly respond.Oracle Sourcing Help 1. You can invite suppliers by selecting them from the supplier master list. When Promise Date is an optional response.8 What is the Promise Date.6 What is the most efficient way to quote on many line items in an RFQ? If an RFQ consists of many line items. completing multiple item attributes. 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.3.7 How can I view the quote values for all the price elements of an RFQ item? You can view the quote values for an item's price elements from the Negotiations Summary page.2. When creating additional rounds for an RFQ. 1. Promise Date is an required field. 1.2. In an RFQ whose outcome is a blanket purchase agreement. Suppliers complete the quoting process by uploading the spread sheet back to the system. See How do I invite suppliers to my RFQ or auction? for details on identifying contacts.3. Once the supplier has provided you the email address. During the upload. the Promise Date is optional. you can invite additional suppliers by using the same process employed during the initial RFQ creation. 1. An automatic invitation will be sent to each invited supplier.3. and why would I enter one? In an RFQ whose outcome is a standard purchase order.2. spreadsheet items are validated to ensure the integrity of the submitted quote. This is one of the feature of RFQs and mirrors the general off-line behavior of this negotiation model. the Promise Date is required only if the RFQ uses multi-attribute weighted scoring and Promise Date is one of the scored attributes. 1.3.3. In all other cases.3.11 Can I invite additional suppliers to subsequent rounds of an RFQ? Yes. Page 31/209 .2.9 Is an RFQ always blind or sealed and why? An RFQ is always either blind or sealed. you can enter the address in the Additional Contact Email field during negotiation creation.2.

1.2.2. you can see how many quotes are being placed. Once the buyer has unlocked and unsealed the quotes.13 Why can't I see the graphical monitor in a sealed RFQ? While an RFQ is sealed. 1.15 How do I start another round of quoting in an RFQ? Once an RFQ has been closed. select Close Early from the Action menu to close the RFQ. however. On the Start New Round page. you can start another round of quoting. none of the details are available for viewing by any suppliers. can I see who is bidding? In a sealed RFQ. On the Negotiations Summary page.3.3. you can modify the following: Title Style Ranking method Rank indicator Preview Date/Time Open Date/Time Close Date/Time Award Date/Time Collaboration team information Item information Invitation List Notes and attachments Page 32/209 . 1. you can manually close your RFQ earlier than the original close date/time. 3.3. 1.3. Use the negotiation number in the Search Negotiations fields on the Negotiations Home page to access the negotiation.2.2. Select Start New Round from the Action Menu.12 In a sealed RFQ. 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.14 Can I close my RFQ earlier than the original close time? If you select the Early Close option when specifying quote controls.Oracle Sourcing Help 1. 2.

typically a matter of a few days.1.The buyer defines the auction and includes all the auction item information.1 “How do I create a new negotiation”). although the close time can be extended manually or automatically based on last minute bids. Auctions last for a set period of time. the business terms and conditions and intended bidders. such as office furniture or memory chips. quantity and item-specific attributes.2.3. Auctions are typically focused on creating competition between bidders.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. the bidding process moves quickly which results in increased competition. Prices are established based on actual supply and demand at the time the auction is transacted.1.4 Getting Started with Auctions Getting Started with Auctions Auctions offer complete.1. flexible auction capabilities to buyers so they can efficiently obtain the best possible price for goods and services. Creating the auction (See Section 2.3 “How do I respond to a negotiation”). 2.2. Steps in the auction process include: 1. Auctions enable buyers to solicit bids for goods and services that are clearly defined. Bidders participate in the auction by viewing the Page 33/209 . Because most auctions are open for short periods of time.Oracle Sourcing Help 1. Responding to the auction (See Section 5. Auctions allow real-time interaction to drive dynamic prices based on information that extends beyond price to include lead times. Negotiations allows buyers to establish either public or private auctions to meet the specific needs of buyers.

11 “What are response controls”). and how do I use them”).2. Evaluating and awarding bids (See Section 2. Capture Total Cost (See Appendix 7.1.1. Auction features include: Auction templates (See Section 2.1.1.5.1. blind or sealed (See Section 6.4 “How do I award business in an RFQ or auction”). Once the auction is completed.The buyer and all other participants can monitor the real-time activity during the auction and take action as necessary.4 “How do I create and edit a reusable invitation list”). If permitted by the auction rules.4.2. bidders are immediately notified of the auction results via online notifications.7 “What are price breaks.1 “How do I create an attribute list”). Multiple Auction styles: open.2 “How do I monitor the negotiations I have created”).3. Minimum Bid Decrement/Increment (See Section 2.1. Price elements (See Section 2.3. Manual extend (See Section 2.6 “Why are some RFQs and auctions associated with a sourcing event”).7 “What are reusable price elements and how do I create them”).4. bid attribute value(s). 4.1.1.11 “What are response controls”).11 “How do I extend a negotiation that is in progress”) and early close features (See Section 2.15 “How do I close a negotiation before its scheduled close date and time”).12 “What is power bid”).2 “Glossary”).1.5 “How do I use price elements”).3 “How do I create and edit negotiation templates”). Proxy bidding (See Section 5.4.Oracle Sourcing Help auction items and submitting bids online. Monitoring the bid responses (See Section 2.2.1. Sourcing Events (See Appendix 7. bidders can view competitive bids during the auction. Attribute based bidding (See Section 5.10 “What is proxy bidding and how does it work”). Reusable attribute lists (See Appendix 7. Page 34/209 . bid quantity. 3. Price breaks (See Section 2. Power bidding (See Section 5.1.8 “How do I use item attributes and price elements when responding to a negotiation”). The buyer analyzes the bids and awards the auction based on the price. Autoextend feature (See Section 2. Reusable invitation lists (See Section 2.

13 “How do I download a spreadsheet and respond offline”). RFQ.4. (5. Integration with Oracle Purchasing (See Section 2.4.16 “How do I cancel a negotiation”) and Disqualifying bid (2. Monitoring bid activity (See Section 2. Purchase order generation Real-time status updates Bidding online (See Section 5. Graphic Auction Monitor (See Appendix 7.1.4. Online or offline awarding capability (spreadsheet awarding).2 “Glossary”). (See Section 2. Page 35/209 .1.1.9 “How do I disqualify responses I receive for an RFI.4 “How do I award business in an RFQ or auction”).2 “How do I monitor the negotiations I have created”).5.5 “How do I use the Graphical Monitor to view responses to items in my negotiation”) Notes and attachments (See Section 6.5.1.Oracle Sourcing Help Canceling auctions (See Section 2.6 “How do I submit a response online”) and offline (spreadsheet bidding). or auction”).5 “How do I use the Graphic Monitor to compare competing quotes or bids for a particular negotiation line”).4 “How does Oracle Sourcing use information in Oracle Purchasing when AutoCreating draft sourcing documents”). Bid comparison (See Section 2.

Page 36/209 .2.2. 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. The buyer can also choose to display the target price to the bidders for reference. 1. All registered users in a company can bid on the same auction. 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.4 “Why can't I access some pages.2 What is the difference between Quote/Bid start price and target price? When creating a new RFQ or auction.3 Why isn't there a target price for every item? Target price is an optional value. but only the buyer can see the identity of the bidder.2. links. or task bar options”). Note: Two people from the same cannot quote in the same RFQ. The buyer can see the bids once the auction is unlocked.2. The start price is the maximum price in a RFQ or auction at which bidding (or quoting) for one unit of the the item will start.5 Frequently Asked Questions: Auctions 1.5. The bid controls for this auction allow multiple bids per round . 1.1 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. The auction to which they are responding is not owned by their company 2.2.5 Can someone in my company award an auction that I create? If granted the appropriate authorization.5. You can elect to display the target price to participants. 1.1. someone else at your company can award an auction created by you.2. 1. They have the appropriate function security (See Section 6.5. provided that: 1. buttons.6 Can two people from the same company bid on the same auction? Yes. and 3.5.5.5. 1. The target price is the price you hope to pay for one unit of an item.2. Buyers are not required to designate a target price for every item.4 What is the target price used for? The target price is mainly used for internal performance analysis for the buyer. Everyone can see the bid content once the auction is unsealed.

1.5. 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. none of the previous responses submitted are available for awarding. you might want to send invitations to increase specific suppliers' awareness of your RFQ/auction and encourage participation.2.2. After you initiate a new round of responding.5. you are not required to send invitations to any suppliers.5.7 When two respondents from the same company place bids. or auction has closed. When you invite a supplier (See Section 2. Page 37/209 . that supplier receives an e-mail notification about your RFQ/auction. why would I invite suppliers to participate? For a public RFQ/auction. RFQ.8 If my RFQ/auction is open to all suppliers.Oracle Sourcing Help 1. 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). can they view each other's bid details? Depending on the auction style.2. However.13 “How do I invite suppliers to participate in my negotiation”) to participate. and your RFQ/auction appears in that supplier's "Open Invitations" list of invitations.1.9 How do I initiate a new round of quoting or bidding? After your RFI. 1.

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

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

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 choose to open the negotiation immediately. Click Controls to modify negotiation control information. any uninvited suppliers who responded in the previous round are also automatically added to the invitation list for the new round. Additionally. you can enter the date and time (prior to the open date and time) the negotiation is available for previewing by all eligible participants. 7. If there are approvers defined for this document. Review your updated negotiation information. click Publish. 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. Award Date (RFQs and auctions only) You can choose to enter a new award date/time if this differs from the timing in the previous round of negotiation. You can remove any supplier from the invitation list for the new round. Note that you have to specify a new closing date. or auction closes. Click Review. RFQs or auctions opening in the future. You can also choose to open the negotiation for preview immediately. Page 40/209 . o Response Controls Modify other Response Controls as necessary. Click Suppliers to modify your invitation list.Oracle Sourcing Help 5.2. *Close Date The new date and time the RFI. they are automatically added to the invitation list for the new round.5. RFQ. 1. click Submit for Approval. 6. Preview Date For RFIs. You can also add new suppliers. If there are no approvers defined for this document.

AutoExtend extends the duration automatically if new bids are received in the closing minutes of the auction. When the buyer hides scores/weights. Bidders cannot respond to display only attributes so there is no value for comparison.15 How do two bids with the same score get ranked if the prices are the same? The earliest bid gets a higher rank. You can also specify if the autoextend is for the entire auction or particular line items.5.5.2.16 What is a Single Best Bid? A Single Best Bid is a response to an auction that allows only one bid per company. 1. 1.Oracle Sourcing Help 1.13 Why are display-only attributes not visible in the Bid Compare page? Display only attributes are used to convey information to bidders. Bidder B receives the higher rank because the proxy bid was created by the system after Bidder B's bid. however. You can specify whether the auction is extended from the original close time or from the time when the winning bid has been received. a company can place one bid in each round when being invited to that round Page 41/209 .2.2. 1. no other user at the same company can bid. You can also define the total number of auto extensions and the extension period. that is.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.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. 1.5.2. is up to the discretion of the buyer. The response is at the company level. the bidder can contact the buyer and ask to have the bid disqualified.A bidder must submit a single. Bid disqualification.2. Manual Extend allows you to manually extend your auction close date/time before the auction closes.2. For example.5.5. if Bidder B bids triggering a proxy bid for Bidder A and the resulting bid results in the same Price to Total Score ration. once one user at a company responds. best bid" is selected for a multi-round auction.5. When the bid control "No .11 Can a bidder retract a bid? If a bidder has submitted. 1. the bidder can only view the resulting Price to Total Score for a bid.

2. or near the end of an auction period when there may be a time constraint. as well as the limit price. When you use Power Bid.17 What is the difference between Proxy and Power Bidding? Proxy Bid You can define price parameters that allow the system to automatically rebid on your behalf.Oracle Sourcing Help 1. Power bid is not available for any auction items having price elements. This is a very useful feature when your goal is to win all auction items. 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 . Proxy bidding is not available for any auction item that has price elements. The system Speeds up the bidding process rebids until proxy is by simultaneously updating the canceled or minimum bid prices for all bid items.5. the bidding automatically stops. You can setup the Proxy Bid Decrement for an auction. This allows you to streamline the rebidding process when you have bid on several items in the same auction. Comment Proxy Bid Power Bid Feature Use Repeated automatic bidding. for each item. you cannot update attribute responses to better your score although proxy bid will rebid to better a price. Power Bid When rebidding. and the bids must be submitted quickly. Once you have placed a proxy bid. Once the limit price is reached. you cannot change any bid information (including responses to item attributes) until the Proxy Bid Minimum is reached unless you cancel the proxy. all of the bids in an auction will be decreased by the percentage specified. When the bid reaches the Proxy Bid Minimum. you can set new Proxy bid parameters or bid manually. or Proxy Bid Minimum. 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.

2. Supplier B then places another bid of USD 92. 1. This bid (94/100) is better than Supplier A's bid (95/90). This bid (84/90) is now the winning bid. Supplier identities are never revealed to other bidders.18 How does Proxy Bidding work in Multi-Attribute Weighted Scoring auctions? You can define Proxy Bid parameters with Multi-Attribute Weighted Scoring auctions similar to price-only auctions.00. Supplier A's proxy is not triggered. Therefore. Supplier A places a bid of USD 95. Supplier B's bid is the winning bid even though the bid price is higher. a proxy bid decrement of USD10.19 Can a bidder see the names of the other bidders? Bidders cannot see other bidders' identities.Oracle Sourcing Help 1. he cannot modify any attribute responses to try to improve his score.2. 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 84.00.00) has not yet been reached. To avoid these situations.5. you may need to closely monitor Multi-Attribute Weighted Scoring auctions which also use proxy bidding. Now Supplier B's bid (92/100) is better than Supplier A's bid (84/90). However.5. Page 43/209 . but since Supplier B's bid price is still higher than Supplier A's bid price. not just the bid price. For example. And since Supplier A's proxy minimum (75. Supplier A's proxy is triggered to place a new bid of USD 84.00 and a proxy minimum of USD 75.00 with a score of 90 for the item. a bid can be beaten based on the Price to Total Score ratio without triggering a new proxy bid. Since Supplier B's bid price is less than Supplier A's bid price.00 with a score of 100 for the same item. Supplier B then bids USD 94.00.00. You may need to cancel the proxy bidding process to redefine attribute information to improve your price to total score ration.

and how do I use them in my negotiation”) Invite Your Suppliers (See Section 2. At the conclusion of the RFI cycle.6 “What information must I provide to create my negotiation header”). Enter Negotiation Lines (See Section 2. Therefore. o If you have previously created an RFI.1 Creating Negotiations 2. the information contained in the RFI can be copied into an RFQ or buyer's auction.4. This allows you to return to the creation process at a later time or have multiple people working on the same negotiation.1. You can create a negotiation and save it as a draft before submitting it. and Buyer's Auctions 2. you can save time by copying an existing RFI/RFQ/Auction.1.1.1.1. RFQs.1. 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 How do I create a new negotiation? Use the instructions on this page to create Sourcing negotiations (RFIs.1.1. 2. RFQ.1.13 “How do I invite suppliers to participate in my negotiation”). Help for Sourcing Buyers 2. RFIs are used more for gathering information on goods and service provided by a supplier than to lock in particular price information. RFIs can be taken to multiple rounds until the buyer has enough information to identify supplier(s) with which to deal.1 Creating RFIs. Page 44/209 .1.1.Oracle Sourcing Help 2. RFQs. or auction.1.2 How do I create a new Request for Information (RFI)? RFI's are used to qualify suppliers and their goods and services for subsequent procurement activities.1. There are four main steps to creating a new negotiation: o o o o Create Your Negotiation Header (See section 2. You can also create new negotiations quickly by applying a negotiation template. Define Your Response Controls (See Section 2.7 “What are contract terms and conditions.1.9 “How do I add lines to a negotiation”).11 “What are response controls”) Enter Your Terms and Conditions (If Oracle Procurement Contracts is bought and licensed) (See Section 2. and buyer's auctions).

Invite suppliers (possibly optional) Specifying Criteria for Negotiation You use line attributes to identify the criteria on which you wish to obtain information from the suppliers who respond to your RFI. you can return to the negotiation summary page. 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. 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. For example. you could add two required line attributes called Support and Platforms. If you defined the response control to allow multiple rounds of responding. Once closed. assume you're intending to acquire a purchasing application for use within your buying organization. you must first close it. 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.Oracle Sourcing Help Creating an RFI In general. On the negotiation summary page. When you are defining your negotiation line (purchasing application software). only identifying the most appropriate suppliers. you are not concerned yet with negotiating the price. select Start New Round from the Actions menu. 2. Page 45/209 . Add line information to the RFI Specify response controls. A couple of the product criteria you might be interested in are: the level of product support a supplier can provide. Describe the RFI. the specific platforms the product can run on. you use the same process to create an RFI that you use to create a buyer's auction or RFQ. 1.

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

The AutoCreated document is assigned a document number.1.1.Oracle Sourcing Help 2. When using AutoCreate. one-step access to your most commonly performed Oracle Sourcing tasks. you can search for requisitions according to different attributes such as item or category and include them in a single document. you can use requisition information in Oracle Purchasing to create a draft sourcing document that you can then access and edit.3 How do I use Quick Links? The Quick Links section of the Negotiations Home page provides easy.1. The links are organized by task and negotiation type so you can find the link for the task you wish to perform. The table below shows some of the operations available Sourcing Buyers and Sourcing Suppliers by using Quick Links. 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. Simply clicking the link takes you to the page where you initiate the operation. 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 . 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. Once you have identified the requisitions in which you are interested.1.4 How does Oracle Sourcing use information in Oracle Purchasing when AutoCreating draft sourcing documents? If your Oracle Sourcing system is integrated with Oracle Purchasing. AutoCreate uses the requisition information to create a Buyer's Auction or Sourcing RFQ.

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

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

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

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

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

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

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

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

Define the exchange rate by entering the number of response currency units that equal one unit of the negotiation currency. Page 56/209 . To define your own exchange rates 1. You assign currencies to specific suppliers when you invite the suppliers to your negotiation. select a response currency for each supplier. The system's response currency codes are available from the drop down menu. The system may contain several different exchange rate types.09 kroner to one dollar. Select the appropriate type for your negotiation. Select the User Specified Rate type.1. click Apply. Select the response currency you will accept. 3. continue creating your negotiation. For example.1.8 How do I restrict a supplier to a particular currency? If you allow multiple response currencies for your negotiation. When you have finished defining currency information. 2. If you are finished defining alternate currencies. 5. 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. Specify the price precision for the currency. 6. You can use predefined exchange rates (Corporate Exchange Rate) or specify your own exchange rates (User Specified Rate). On the Header: Manage Response Currencies page. To use predefined exchange rates: 1.09 meaning . The page redisplays. Enter the date for which you wish to use this set of exchange rates. Otherwise click Add Another Row and continue defining currencies and exchange rates. If the precision for the response currency is greater than the precision for the negotiation currency. you can choose to restrict specific suppliers to particular response currencies. the system will round when converting responses into the negotiation currency. 2. 3. Select the response currency. To restrict a supplier to a particular currency: 1. 4. 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.Oracle Sourcing Help 2. The description field explains the code. select the exchange rate type.

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

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

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

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

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

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

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

click the "Controls" link to access the Create Controls page for that negotiation. Provide the line with a description and select a Category value. the time limit for the negotiation can be extended past the original close date. the default time value the system uses is the time when you entered a value in the field. Page 64/209 . open and closing times and many other variables. You can edit the value to change the time if needed. 3. If you allow the control manual close/close early.Oracle Sourcing Help To define a general services fixed-price line 1.1. 2. Continue defining your negotiation . 5. Finally. or Buyer's Auction. the negotiation can be closed prior to the defined close date. Note that for fields where you enter a date and time. make sure you select a general services. *Close Date Use the pop-up calendar to select the date/time when the negotiation will be closed.11 What are response controls? When you create a new RFI. Create attributes as needed to solicit additional information for this line. Preview Date Use the pop-up calendar to specify a date/time after which the negotiation information can be accessed by potential suppliers. *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. They can view the negotiation's details but cannot place responses. 6. After you have entered the negotiation header. 4. add notes or attachments to the supplier. no further responses may be accepted. You must have created your negotiation header before you can create negotiation controls. participants. fixed-price line type. 2. responding frequency. and then click Go. RFQ. Follow steps 1 and 2 above. you set response controls to determine the negotiation length. If you allow the control manual extend. When you extend a negotiation you specify the new close date.1. If the sourcing document you are working on was AutoCreated using requisitions in Oracle Purchasing. On the Lines: Create Line page. Once closed. and added line(s). Complete the following fields as appropriate for the negotiation type.

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

"10. you enter a new close date and time. For example. Use numbers. When a negotiation is extended. you can specify that they must submit rebids that are better than their current bid price by a specific minimum amount. rebids must decrease by a minimum amount. if you enable an AutoExtend of 30 minutes. but will be applied to the supplier's current bid price.000 Bidder B's second bid = $800 Bidder B's third bid = $600 Bidder B would not be allowed to submit a fourth bid of $480 (this is less than the minimum bid decrement of 20%) Allow manual close before the Close Date You can choose to allow the negotiation to be closed before the close date. You can enter either a straight amount or a percentage by which bids must improve." Note: A bid decrement amount will always be applied to a supplier's current bid price. Allow manual extend when the negotiation is open You can choose to allow a negotiation to be extended. Otherwise. the decrement percentage will be calculated based on a supplier's original bid price.Oracle Sourcing Help If you have allowed suppliers to submit multiple bids. the negotiation cannot be closed until the close date and time specified above.000 Bidder A's second bid = $900 Bidder A's third bid = $800 Bidder A would not be allowed to submit a fourth bid of $750 (this is less than the minimum bid decrement of $100) Auction #2234. bid decrement = 20% Bidder B's original bid = $1. If you specify your bid decrement amount as a percentage. That is. for example. bid decrement = $100 Bidder A's original bid = $1. and a new winning bid is received in the final Page 66/209 . For example: Auction #1234. with AutoExtend set to start at the current scheduled auction close time. 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.

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

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

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

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

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

You can create as many templates as necessary. Your template status will default to Active. On the Templates page. terms and conditions. each type has its own template(s).3 How do I create and edit negotiation templates? If the majority of the negotiations you create contain the same features .Oracle Sourcing Help Attributes are assigned to a predefined Attribute Group. Creating a new negotiation template 1. The reusable lists allow buyers to standardize the information they wish to include with specific lines during negotiation creation. Since RFIs. Note: In order to create "public" offer templates. Your negotiation template contains the features that are similar among the negotiations you commonly create. and use the template). and use) and "public" templates (templates that all registered users in your company can view and use)." 3. you simply apply the template to the negotiation. click "Create New Template. edit. 2. When you create a new negotiation using a template.you may want to create a negotiation template that you can use each time you create a new negotiation. 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. participation controls. Active templates can be used immediately to create new negotiations. On the Step 1: Describe Your Template page. Grouping allows the arrangement of data that is easier for both the supplier to respond to and for the buyer to analyze responses. This allows you to organize attributes in relevant groups for analysis. Attribute lists let a system administrator create system. especially if several buyers are collaborating on the analysis.attributes. Click the appropriate create link under the Templates area of Quick Links on the Negotiations Home page. you must be assigned the appropriate authorization by your system administrator. . You can create both "private" templates (templates that only you can view.or company-wide negotiation attribute lists for repeated use. edit. For example. add to and edit details of the negotiation (as necessary). and buyer's auctions are different documents. RFQs. etc.1. and publish your negotiation. 2.2. Using a template saves time by streamlining the creation process. complete the following fields (required fields are marked with an *asterisk): *Template Name Description *Access. If you Page 72/209 . all technical attributes can be placed one group while all non-technical attributes can be located in another.

and auction). Page 73/209 . Complete the remaining pages by filling out the fields as appropriate for the negotiation type. you can add these participants to a reusable invitation list. then edit your template and select a new status from the drop-down menu at the Status field. 4. You can add an invitation list(s) when creating a new Sourcing document. you must complete and submit your template.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. and use your private lists. Once you have defined your template. To create a new invitation list: 1. Inactive templates will be stored in the system. but will not be available for use until reactivated. complete the following fields (*indicates a required field): o o o *List Name *Description *Access Invitation lists can be public or private. o Status Invitation lists are initially created as active. All users in your company with the correct authorizations can view and use public lists. but cannot be used to create a new offer until you change the status to Active. To inactivate a list. Click "Invitation" under the Reusable Lists area of Quick Lists on the Negotiations Home page. RFQ. An active list can be used immediately. On the Reusable Invitation Lists page. The same list can be used for all types of sourcing document types (RFI. click Submit on the Review and Submit page.Oracle Sourcing Help want to change your template's status to Inactive." 3. Sourcing Super Users or users with the Manage Invitation Lists authorization can create. Only you can create. An inactive list will be stored on the system. Your new list will default to private. only you can use your private lists. edit and manage public invitation lists as well as their own private lists. edit. edit the list and change the status to inactive. 2. you can also attach an invitation list(s) to a Sourcing document template. click "Create New Invitation List. On the Create Invitation List page. 2. An invitation list can help standardize your business practices by ensuring that all appropriate participants are invited to targeted negotiations.1.2.

then click Edit. Select the supplier(s) and click Add to Invitation List. status. On the Edit Invitation List page. Search for the list you wish to update. If the template and spreadsheet have conflicting category values.1. The value specified in the spreadsheet. 2.2. When you are finished. Click "Add Suppliers. You can also add or delete suppliers. When you have finished adding suppliers. For a supplier with multiple sites. click Submit. including change the access and status. find your list. any attributes/price elements defined for the template are added to any attributes/price elements you define via the spreadsheet. the system uses the following hierarchy to determine which category value to use: 1. 5. The value defined for the RFQ/Auction template. you can add an entry for each site for that supplier if you choose. If the supplier you selected has multiple sites defined in the system. 6. 8. Click "Invitation" under the Reusable Lists area of Quick Lists on the Negotiations Home page.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. you can edit public lists. update your list description. 7. and access as appropriate. 2. click "Add Suppliers" again and follow the perceiving instructions. click Apply.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. On the search results page. 3. you can choose a specific supplier site to associate with this list (Supplier Site is another term for Address Name). edit. If you wish to add more suppliers to your list. or 2. 2.Oracle Sourcing Help Sourcing Super Users or users with the Manage Invitation Lists job function can create. Page 74/209 . and manage public invitation lists. To edit an invitation list you have created: 1." then search for suppliers to add to your invitation list. 5. 4. If you are have the Manage Invitation Lists job function.1.2. 4.

the attribute/price element specified by the template. 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. auction)." Metal industry negotiation items can include "grade of metal" as an attribute. If there are duplicate attribute/price elements between the template and the spreadsheet.1. and why would I add them to my negotiation lines? When you add a line to a new negotiation (RFI. The attribute(s) are added to that line only.000 miles on the odometer. item A with four attributes/price elements. Line attributes can call attention to industry-specific characteristics. a buyer can create an auction to buy a fleet of 12 vehicles for a delivery service. Page 75/209 .Oracle Sourcing Help For example. 2. For more information about how to add line attributes to your negotiation items. 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. then bidders must enter the mileage of any bid. the precedence is: 1." "style. retail industry negotiation items can include such attributes as "color. and item B with two attributes/price elements.1.2 How do I add line attributes to my negotiation? You can add multiple line attributes to any line in your negotiation.3 Item Attributes. While the buyer could enter this information in the auction line description. and do not apply to all lines in the negotiation. using an attribute to define this specification calls attention to the specification. and Price Breaks 2. you may choose to add one or more line attributes to that line.1. Price Elements.3. the buyer can add an attribute called "mileage" to specify that the bid item must have fewer than 12. see "How do I add attributes to my negotiation lines?" 2. if the buyer marks this attribute as required. Line attributes define 1) unique specifications that you set for a negotiation line. and 2) the details that a participant should provide when responding to that negotiation line.1 What are line attributes. the attribute/price element specified on the spreadsheet 2. In addition. Attribute Scoring.3. and your spreadsheet upload includes two items." and "SKU number. if there are three attributes/price elements for your template. When the buyer adds the line (vehicle) to the auction. For example. RFQ. Adding these as required item attributes that are displayed to bidders can customize your negotiation items to your specific industry. For example.

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

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

On the Lines: Create Line page.3. Grade). Select Online from the menu and click Go.Oracle Sourcing Help Price $300 Total Score: (100 * 50) + (50 * 30) + (100 * 20)/100 = 85 Price to Total Score Ratio = 300 / 85 = 3. Make sure you select Multi-Attribute Scoring from the Ranking menu. *Indicates a required field: o *Attribute (up to 240 characters) Name your line attribute (for example: Mileage. o Group Select one of the predefined attribute groups. and you do not wish to use the default. On the Create: Lines page.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. See What are line attributes? for information about defining line attributes. 3. use the instructions in "How do I add lines to a negotiation"? to enter the line data and other required and optional line information. You can accomplish the by specifying weighting and scoring values for your line attributes. PPM Defect Rate. 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. enter your line attribute information. However you may want to consider supplier responses to other line attributes in addition to price being offered when determining the best response. When the page refreshes. See "What information must I provide to describe my negotiation header"? After you have defined the negotiation header. click "Lines" in the navigation bar in the top left hand corner. 2. 4. Groups are used for categorizing attributes. To enter a line attribute. The system can then include the suppliers' responses to your line attributes when calculating the best response.1.53 2. o Attribute Type Page 81/209 . To use weighting and scoring when defining a negotiation: 1. 5. Select a ranking method if the Sourcing Super User has set the system up to allow you to change ranking methods. navigate to the Attributes table and click Add Another Row.

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

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

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

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

and you may specify several quantity levels and the prices you are willing to pay at each. you may expect to receive a discount from your supplier if you buy a large quantity of units. Your suppliers respond to your negotiation specifying their responses to your price breaks.1. Active or Inactive). If any price elements are inactive. you can either click the price element list name link. click Apply. 6. The new list is validated. you can define as many price breaks as are appropriate. 5. Page 86/209 .Oracle Sourcing Help To edit a price list: 1. When you have finished making your changes. The name of any price element defined to the list. To edit the list. 2. For each (non-amount-based) line in your negotiation. For these price breaks. 7. or select the price element list and click Edit. search and select the list you want to edit. 4. You can search for a particular price list by : o o o o The list name. add or delete price elements from the list. For example. change the price element list status. On the Price Element Lists page. Or you may be willing to pay more per unit if your supplier can ship the order to a special location. 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. (This returns all price element lists using that price element. The search results display any price element lists matching your search criteria. The first few words of the list description. You specify 20$ as your start or base price. The first offers a price of 19$ per unit if buying more than 100.3.) 3. you can o o o update the description for the price element list. you receive an error message. The list status (Any. On the Edit Price Element List page. or by a certain deadline.7 What are price breaks. When you have entered the search data. You then set up two quantity-based price breaks. and how do I use them? Price breaks allow you to negotiate line prices with your supplier based on characteristics of your order. The second offers a price of $18 a unit if purchasing over 500. click Go. you receive the responses shown in the table below. 2. Example: Assume you are purchasing PC keyboards.

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

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

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

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

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

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

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

you can check the draft information and then submit the negotiation for processing. Note however that once you save the draft. you are placed into the draft and can update information as needed. and depending on your authorizations. and you can update all the normal attributes for these items. If you click Edit.Oracle Sourcing Help When you first access the draft document AutoCreated from Oracle Purchasing. To access a draft. or Review and Submit. the status of the prior negotiation is changed back to Not Awarded. 2. For public negotiations: Page 94/209 . When you save a draft. select the draft and click Edit. 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. if you subsequently delete it. Security on draft negotiations Users with the Create Buyer's Negotiation function can save and subsequently edit their draft negotiations. You can add additional items to the draft. This page lists the drafts created by users at your company. you can edit. review and submit. Delete. it is removed from the list of drafts on the Manage Draft Negotiations page. o o If you click Delete. Accessing and editing draft RFQs/auctions Once you have saved your draft. Click the Manage Quick Link under Draft to display the Manage Draft Negotiations page. you are prompted to confirm your deletion. or delete any of these drafts. you have the option of saving the new round's information as a draft. When you access the Manage Draft Negotiations page. 1. The draft is deleted from the system. You can always access drafts you own. Once you submit a draft. you must complete Step 1 of the creation process. you always see the drafts which you own or on which you are a collaboration team member. you can subsequently access it for editing or submission. While editing your draft. o Using drafts with multi-round negotiations If you have chosen to take a negotiation to an additional round. you may be able to access others' drafts as well. If you are the draft creator. If you click Review and Submit. unlock. and it available for awarding.

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

and how do I use them in my negotiation? If Oracle Procurement Contracts is installed and licensed.1.4.6 How do I copy a sourcing document? You can copy sourcing documents that you or any other users in your organization have created. After you have finished defining your deliverable. Once you have found the negotiation you are interested in. Click "Copy" under the Create section of Quick Links on the Negotiations Home page. When you have finished creating your new negotiation. or auction).1. You can copy an existing document to create a new document of the same type (RFI. otherwise click Publish to open it for responding. Search for the negotiation you want to copy. This includes any contract clauses or deliverables (terms. click Contract Terms in the navigation bar at the top left side of the page. To copy an existing negotiation: 1.4. 2. you can define your next deliverable. conditions. click Apply. On the Create Negotiation page. You need the Manage Contract Terms responsibility to create and maintain contract terms on negotiation documents. 4. 2. click Review. You can click the negotiation number to see details about the negotiation. Note that most of the information you defined previously is carried forward into the copy. To apply contract terms to your sourcing document: 1. click the Copy icon at the right of the page. Using contract terms is an easy way to create and maintain standardized contract text which can be customized as needed. 5. then click Submit for Approval if approvers are specified for this negotiation. you can click Apply and Create Another. If there are multiple deliverables to define. you can create contract terms and apply them to your negotiation. 2. Edit your new negotiation by continuing through the creation steps. RFQ. Note that you will have to specify new Open Date and Close Date values 6. Verify your negotiation information. You need the Contracts Terms Library Administrator responsibility to create and maintain clauses and contract templates in the Contract Terms Library. Once the page refreshes.Oracle Sourcing Help 6. and deliverables are available if Oracle Procurement Contracts is implemented).7 What are contract terms and conditions. 3. Clicking Copy places you on a new Create Header page with the existing information inserted. You can use contract terms to specify legal and other requirements for your negotiation. Page 96/209 .

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

Each member can be assigned specific tasks. This takes you to the Requistion Detail page.9 What are amount based line types. and some team members may be required to approve the final document before delivery to potential suppliers. A category value may also appear if your administrator has defined a default category for that line type.1.10 How do collaboration teams work? When creating a negotiation. 3. the quantity and unit of measure defaults to the values defined by your administrator and is display only. and how are they used? Sometimes the item you need to negotiate is not a number of discrete units. Such activities can be negotiated by using amount based line types. buyers can nominate collaboration team members to participate in the creation and administration of the sourcing document. 2. and creating document outcomes. 4. For example. This includes the entire life of the sourcing document from the initial creation to the award process. click the number link in the Requisition column. 2.1. Access the negotiation. awarding business to supplier.4.4. but more of a service or activity. This takes you to the Requisition Summary page. If you select a line type that is amount based. From the negotiation summary page. click the Lines subtab. Page 98/209 . you can specify that an item is amount based by selecting an amount based Line Type value. 2.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. The possible values are defined in Oracle Purchasing. inviting additional suppliers. When you create a negotiation. For the line whose requisition information you wish to view. Such tasks could include defining the item attributes. you might need to negotiate training or consulting services. Buyers can optionally grant full access to some team members while restricting others to read-only access. Click the number link in the Line column.

Team members can be optionally assigned tasks with target dates. Note that throughout the approval process. The approval process is not hierarchical. Approvers can be added or removed as necessary at any time before the sourcing document is submitted for approval. Note: This rule is only in effect if the profile option HR: Cross Business Group is not set to Yes. Team members with required tasks should indicate when those tasks are completed. which is determined from the owning operating unit. Once the document has been approved. Document Approval Process Any user who is on the Collaboration Team can be designated as an approver for that document. You can define a collaboration team when creating the document or you can use document templates to define collaboration teams. Any other user from the same buying organization can be added. Page 99/209 .11 Who can participate as team members? The negotiation creator and anyone with Manage Collaboration Team job function can add/delete team members. By default. Collaboration team members must belong to the business group of the negotiation. Any user who has access to modify a draft document and has the functional security of "Manage Collaboration Team" can change the list of approvers. Not until the document is approved and published are notifications sent to suppliers about the document. but members can be restricted to read-only access where appropriate. all approvers can access and approve the document simultaneously. The buyer and the buyer's manager are automatically identified as team members. Once the document has been submitted for approval. There are no dependencies among approvers. For each member. Anyone with this job function can publish the approved negotiation to suppliers. You must have modification access and the functional security of "Manage Collaboration Team" to modify the collaboration team definition. Adding Collaboration Members On the Create Header page. If the profile option is set to Yes. notifications are sent between the buyer and the document approvers. the system will validate that the team members belong to the new business group of the operation unit. If the member has read-only access. no changes can be made to it (other than having approvers removed) unless the document is rejected. the buyer identifies: If the member is an approver. a Publish button appears to anyone who has the Publish Negotiations job function. If the buyer changes the operating unit after defining the negotiation team. The buyer can search for and select additional collaboration team members if necessary.Oracle Sourcing Help 2. there is an area where a buyer can identify collaboration members. all members have full access to the sourcing document. The buyer and the buyer's manager always default to the team and cannot be removed.4.1. the buyer can add employees from different business groups.

the creator's manager. and if so. Other members can be selected as approvers of the document.1. meaning they can view but not update the document throughout its lifecycle. 2. the creator's manager. some collaborators can be defined as having read-only access. and the Security Hierarchy members defined in Oracle Purchasing for that document type. For example.1.13 What are global agreements. and how do I use them? Global agreements allow buying organizations to negotiate pricing and define agreements on behalf of a shared central environment. members of the document collaboration team (if any).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. when the target date is.Oracle Sourcing Help If that member has been assigned a task. and members of the document collaboration team (if any). 2. Execution against global agreements can be performed by multiple local operating units. Global agreements: Page 100/209 . Also. This is in contrast to a regular blanket purchase agreement which can exist only within the realm of a single operating unit. 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.4. See How do collaboration teams work? for more information on collaboration teams. 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. Private The document can be viewed only by the creator. selected members can be assigned specific tasks which they must complete. Hierarchy The document can be viewed only by the creator.

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

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

From the Add Line menu on the Create Lines page.Oracle Sourcing Help 2. For temporary labor line types.2 What kind of services can I negotiate for? If Oracle Services Procurement is installed and licensed. To define a temporary labor. 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. Search and select a job from the Job menu. There is a fixed amount limit attached to the service. 8. or click Load from Spreadsheet to upload a previously completed spreadsheet file containing all the line information 2. The Description. General services fixed-price lines use a negotiation outcome of standard purchase order. Fixed-price services such as corporate accounting services. make sure you select a temporary labor. maintenance services. and specify the differential associated with this price type. If you need to specify price breaks. 5.3 How do I define services related lines? Services related line types allow you to negotiate on labor contracts. The charge for this type of service is based on hourly rates per person. Page 103/209 . and click Go.2. Create attributes as needed to solicit additional information for this line. 6. The charge for this type of service is based on a flat amount for the service provided. Job Details. click Select Price Break Settings and ensure it is not set to None. vacation). 4. On the Lines: Create Line page. if appropriate. Select the price type (for example. Unit of Measure and Category will default according to the Job you select. select Online to continuing entering your line description online. is a response to the price differential required) 7. ensure that you choose Blanket Purchase Agreement as the negotiation outcome for temporary labor line types. 3. 2. Enter values in your price fields if necessary. 9.2. you can create documents that negotiate for many different types of services. You can include services-related lines with regular amount-based and goods-based lines. Fixed-price temporary labor such as contractors. temporary administrators. Enter your price breaks including Price Differentials. . rate-based line: 1. or consulting services. Also. rate-based line type. Specify how price differentials are to be used within the negotiation (for example. make sure you select the Global Agreement checkbox.

11. Search and select a Job from the Job menu. Continue defining your negotiation. On the Create Negotiation page. add any notes or attachments to the supplier. 3. Finally. Using contract terms is an easy way to create and maintain standardized contract text which can be customized as needed. and how do I use them in my negotiation? If Oracle Procurement Contracts is installed and licensed. You can use contract terms to specify legal and other requirements for your negotiation.Oracle Sourcing Help 10. Follow steps 1 and 2 above. Continue defining the remainder of the negotiation.2. 6. fixed-price line type. Continue defining the remainder of the negotiation. You need the Manage Contract Terms responsibility to create and maintain contract terms on negotiation documents. See the Oracle Procurement Contracts online help for information on using contract templates. Create attributes as needed to solicit additional information for this line. 3. 4. you can create contract terms and apply them to your negotiation. On the Lines: Create Line page. Finally. Page 104/209 . add notes or attachments to the supplier. search for and select a contract template from the list of values. fixed-price line: 1. click Contract Terms in the navigation bar at the top left side of the page. 2. 4.4 What are contract terms and conditions. Job Details. 2. Finally. You need the Contracts Terms Library Administrator responsibility to create and maintain clauses and contract templates in the Contract Terms Library. 6. 2. add notes or attachments to the supplier. To define a general services fixed-price line 1. Provide the line with a description and select a Category value. 5. Follow steps 1 and 2 above. To define a temporary labor. On the Create Contract Terms page. and Category will default according to the Job you select. To apply contract terms to your sourcing document: 1. On the Lines: Create Line page. fixed-rate line type. 5. 2. make sure you select a general services. The Description. and then click Go. and then click Go. Create attributes as needed to solicit any additional information for this line. make sure you select a temporary labor.

6. 2. To search for your negotiations in progress: At any one time. From the Results display. delete or modify text. select a negotiation and click the appropriate button (Edit. Page 105/209 . 4.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. Unlock. you may have several ongoing negotiations. Click the "Manage" link under Draft in the Quick Links section of the Negotiations Home page. From here. 5. If you receive any error messages. you can create and submit new negotiations and continue working on any draft negotiations you have in progress. 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. 3. 2. When you have completed your contract terms.3 2.3. You can edit the clauses applied by the template as needed. To access a draft negotiation: You can use draft negotiations to spread out the creation process over several sessions. You can also monitor the progress of your open negotiations. You can add. To create a new negotiation: Click the appropriate link under the Create section of Quick Links. See the Oracle Procurement Contracts online help for instructions on modifying clauses . Follow the instructions in How do I create a new negotiation? to create a new negotiation. This takes you to the negotiation summary page for that negotiation. search for the negotiation you wish to access. To access a draft negotiation: 1.1 Monitoring Negotiations How do I access negotiations? The Negotiations Home page is the central point of access for all your negotiations. On the Manage Draft Negotiations page. you must correct them and validate again. Review and Submit). continue by either clicking Suppliers to define a supplier invitation list. Click Apply Template.

Negotiations in which you are participating appear under Your Negotiations at a Glance. and click Go. 6. On the Create Surrogate Bid/Quote: Select Supplier and Contact page. If you do not see your negotiation. 5.3. From the Negotiations Home page.3 How do I respond on behalf of suppliers without Internet access? Sometimes suppliers cannot place their responses online since they have no online access. 2. Sign on to Oracle Sourcing with Sourcing Super User responsibility. On the negotiation summary page. To see the complete list of negotiations you created. 4. Page 106/209 . 2. and then click View Response History to see information on responses to this negotiation. enter the name or contact of the surrogate supplier in the Supplier field and click Go. 3. On the Create Bid/Create Quote page. You also search for all open negotiations to which you have access. click Full List. It is when the buyer receives the offline copy of the response or when the supplier mails/faxes the response.Oracle Sourcing Help Note that the Your Negotiations at a Glance section shows a limited number of entries based on time remaining. access the negotiation in which you wish to bid by clicking its number. 2. click Full List. From the negotiations summary page. you can either Select View Response History from the Actions menu and click Go. Clicking the number of your negotiation takes you to the negotiation summary page. To place a surrogate bid on behalf of a supplier: 1.3. a surrogate bid can be entered into the negotiation. enter the Bid/Quote Received Time. select Create Surrogate Quote/Bid from the Actions menu. Click the Responses number to access the Details page for the negotiation. 7.2 How do I monitor the negotiations I have created? Access the negotiation you wish to monitor. You can also use the Graphical Monitor to view and compare responses to your negotiation. Select a contact for the supplier and click Create Surrogate Bid/Quote. Click the negotiation number to access the negotiation summary page where you can see information on the negotiation. Once the buyer has received all the bid/quote information. Oracle Sourcing buyers can place surrogate bids on behalf of such suppliers. Continue from the Terms and Conditions page with regular a response if terms and conditions are required.

Oracle Sourcing Help 2. you may receive responses from multiple suppliers. select the negotiation and click the Graphic Monitor icon. 4. click Full List. o o o Note: The graphical monitor is not available for sealed style negotiations until they are unlocked. To view information on responses. select the line and click Analyze. Only buyers can view the graphical monitor in blind style negotiations. 5. To compare negotiation attribute values for competing responses: 1.5 How do I use the Graphic Monitor to compare competing quotes or bids for a particular negotiation line? For any line in your negotiation. On the Analyze Line page. From the Negotiations Home page. o To view the information about the negotiation such as item information. From the Search Results display. select the responses you wish to compare and click Compare. click the number link in the Responses column. click the negotiation number link. All participants can view the graphical monitor in open style negotiations. You can easily compare the negotiation attribute values for these competing responses. Select the line(s) whose responses you wish to inspect and choose the type of monitor you wish to view . 2.3.3. Page 107/209 . then click View Monitor. 2. 3. 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.4 What are Your Negotiations at a Glance? The Your Negotiations at a Glance feature allows you quick access to all of the open negotiations in which you are currently participating. To view the graphical monitor of a negotiation.Price/Score by Time or Price by Score. identify the negotiation you wish to view. To view messages sent to you from suppliers (if any) click the number link under the Unread Messages column. To view a complete list of your negotiations. Select a negotiation item. Note that the table displays only a limited number of entries. click the graph icon to the right of the negotiation. To perform a side-by-side analysis on all responses to the line. perform a simple or advanced search to locate the negotiation whose responses you want to compare.

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

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

As long as you have not closed the negotiation. The second offers a price of $18 a unit if purchasing over 500.3. or by a certain deadline. 4. Download and save the file. and you may specify several quantity levels and the prices you are willing to pay at each. For these price breaks.8 What are price breaks. Your level 1 price break Your offered price $20 Supplier Response $19 1's Supplier Response $19 Page 110/209 2's . The AutoAward Recommendation page displays the response(s) that AutoAward has decided best fit the negotiation requirements. you can download a spreadsheet with which to make award decisions. On he negotiations summary page. Open the file up and use the instructions in the readme file (the . 1.htm file) to process the spreadsheet. You specify 20$ as your start or base price. you receive the responses shown in the table below. You can then enter different assumptions into the system and have it calculate which response is the best. Or you may be willing to pay more per unit if your supplier can ship the order to a special location. For example. To download responses via spreadsheet for analysis: You can use the spreadsheet download feature to perform many tasks offline. Your suppliers respond to your negotiation specifying their responses to your price breaks. 3. you can define as many price breaks as are appropriate. select: which type of files to download. 2. you may expect to receive a discount from your supplier if you buy a large quantity of units. Example: Assume you are purchasing PC keyboards. 2. Once the negotiation is closed. You then set up two quantity-based price breaks. select View AutoAward. You can use AutoAward to quickly generate a benchmark against which other ranking methods and scenarios can be compared. select Analyze by Spreadsheet from the Actions menu and click Go.Oracle Sourcing Help Scoring negotiations to determine the best overall total cost. From the negotiation summary page for this negotiation. you can use the spreadsheet download feature to export the response information for analysis offline. The first offers a price of 19$ per unit if buying more than 100. 5. On the Analyze by Spreadsheet page. and how do I use them? Price breaks allow you to negotiate line prices with your supplier based on characteristics of your order. Click Export. For each (non-amount-based) line in your negotiation.

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

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

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

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

Once you have made your changed. but you cannot change any other AutoExtend settings. click the number for the negotiation whose AutoExtend values you wish to change. 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. However.12 How do I change my auction's AutoExtend settings while the auction is in progress? You can initially set your auction's AutoExtend settings while defining bid controls.3. Page 115/209 .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. you can change the number of times that the auction can AutoExtend. or upon receipt of a new winning bid). you can still enable AutoExtend (if not enabled initially) or modify your initial AutoExtend settings after the auction opens for bidding if you selected "Allow manual extend when negotiation is open" while setting the bid controls. On the Extend Auction page. 4. click Apply. You can modify the following AutoExtend options: o o o o Lines you want to AutoExtend (AutoExtend all lines. 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. 2. you can change the number of times that the auction can AutoExtend. review your current AutoExtend settings (if any). On the negotiation summary page. 2. You cannot enable or modify AutoExtend settings for an auction that is in a preview period or has closed for bidding. but you cannot change any other AutoExtend settings. 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 also review and extend your auction's scheduled close date and time. To change your auction's AutoExtend settings: 1. However. select the Extend Auction option from the Actions menu and click Go. If your auction enters AutoExtend mode. Under Your Negotiations at a Glance on the Negotiations Home page.

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

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

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

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

1. select the Cancel RFQ/Cancel Auction option from the Actions menu and click Go. Click Apply.3. enter a note to your suppliers. or the items are no longer needed. click Full List. On the Close Early page.15 How do I close a negotiation before its scheduled close date and time? You can close a negotiation early only if you set your response controls to allow a manual close. if no preview date/time was specified) and before the close date/time. Respondents are notified that the sourcing document has been amended and are required to review their previous response and resubmit it in accordance with the amendment. On the Cancel page.3. 2.3.16 How do I cancel a negotiation? Sometimes.17 How do I create an amendment to a negotiation? After publishing a negotiation.Oracle Sourcing Help 2. Under the Your Negotiations at a Glance section of the Negotiations Home page. 2. 2. or the terms of the responses are not acceptable. This update is called an amendment. 4. click the negotiation number for the negotiation you wish to cancel. 3. Page 120/209 . If desired. In any of these cases. the responses to your negotiation do not meet your needs. For example. you may wish to simply cancel the negotiation. you can enter a text note to participants explaining why you are canceling the negotiation. This note is included in the notification that will be sent. there may have been too few responses. Also the line requirements have changed. Note that you cannot manually close an auction after its first AutoExtension has been triggered. Amendments can be created anytime after the preview date/time (or open date/time. enter the new date and time you want to close the negotiation or choose to close it immediately. click the negotiation number for the negotiation you wish to close. On the negotiation summary page. Under the Your Negotiations at a Glance section of the Negotiations Home page. 3. 4. The system notifies all the invitees and participants of the cancellation. 5. To close your negotiation early: 1. the buyer can update information defined in the document if necessary. On the negotiation summary page. 2. Click Apply. If you do not see the negotiation. select the Close Early option from the Actions menu and click Go.

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

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

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

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

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

Oracle Sourcing Help Page 126/209 .

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

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

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

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

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

3. select one of the following Status values and click Go. This information is stored and can be viewed even after you have closed.icon in the Details column. For each entry in the table. o Closed Negotiations which have been closed. Click the link in the Number column for the negotiation. From the list of search results. On the negotiation summary page. These negotiations could be taken to a subsequent round of responding or could have their award process initiated. 2. awarded and completed the negotiation. 4. o Completed The award process is completed and a purchase order has been requested or a purchase order has not been requested. you can do an advanced search looking for negotiations with a status of Award). it can be helpful to review award decisions you have made in the past. Use the Search Negotiations fields at the top of the Negotiations Home page to perform an Advanced Search. To see prior award information: 1. you must have closed the negotiation and made some award decisions.11 Can I see information on my negotiations once I have completed awarding them? In many situations. click the number link for the negotiation to see the details. you can use the subtabs to toggle between the Supplier and the Line views. Page 135/209 . 2. 1. o Create Order Negotiations for which the allocation process is in progress or for which the purchase order creation process has been initiated. 3. On the Award Summary page. 2. o Award Negotiations for which the award process is either still in progress (there are still outstanding items to be awarded) of completed (there are no outstanding items to be awarded). select Award Summary from the Actions menu and click Go. there is a triangular +/. Locate the negotiation whose business you have awarded (note that from the Negotiations Home page. Use this icon to show or hide the detail information for that entry.4.Oracle Sourcing Help To display the Award Summary page: To use the Award Summary page. On the Negotiations Search page.

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

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

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

approved or new). as well as information provided by the supplier company itself. 4. You can use % as a wild card value 3. o o On the Search and Select: Suppliers page Page 139/209 . On the Manage Draft Negotiations page. you can use % as a wildcard. Click the Number link to go to the negotiation summary page where you can see information on the negotiation. click Go. Scroll through the Results: Negotiations display until you find the correct negotiation. Enter your search values. To search for and manage a draft negotiation: 1.5. and click Go. Click Edit to update the draft.Oracle Sourcing Help When entering values. You can identify the suppliers you wish to notify by searching information in the Approved Supplier List. select a search type from the menu. You can search the Supplier Master to identify suppliers who meet certain criteria. and proximity to open date (specified as the number of days outstanding). 2. If the draft is locked. 2. When you are finished. Click "Responses" to go to the negotiation History page where you can see information on current responses. Scroll through the Results display until you see the target draft. o You can search the Approved Supplier List to identify suppliers who sell a particular item or commodity. Click Review and Submit to publish the draft. 5. 2. You can also search the Approved Supplier list for suppliers of a particular status (for example.1.3 Searching for draft negotiations You can have draft negotiations which you and/or a group of collaborators are preparing for submission at some time in the future. You can search both the Approved Supplier List and the Supplier Master at the same time. You will also search for suppliers to add them to reusable invitation lists and/or negotiation templates. for example. the Supplier Master.4 Searching for suppliers: When creating a negotiation. Select the draft and continue processing.1. 2.5. you can send invitation notifications to particular suppliers inviting them to participate in the negotiation. click Unlock to access it. Click the Manage quick link under Drafts on the Negotiations Home page. minority-owned or small business. negotiation creator. negotiation title. You can search on negotiation number.

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

Click Go.Oracle Sourcing Help 2. you can search for all price element lists that contain a particular price element. most lists allow you to search by the list name and/or words in the list description. Find the correct address and click Select. use a wildcard. This includes addresses such as Bill-To and Ship-To. such as the percent sign (%). select the list and click the appropriate links or buttons to process the list if necessary and to apply it to your negotiation. 2.5. For example. many attributes default according to the organization you select. You are returned to the negotiation creation page with your new address appearing in the address field.6 Searching for addresses: While creating negotiations. Such lists include lists of item attributes or price elements. For example.5. however. or the search wildcard. enter a search value in the Search field and click Go. Click the flashlight icon next to the address field. Page 141/209 . To search for and select a different address: 1.1. On the negotiation creation page. a search on %Boston might return North Boston as a billing address. you can search for all lists that contain a particular list entry. 3. The system performs a begins with search using any search values you entered. If you do not know the beginning of the name. Enter as many search values as required to efficiently qualify your search. In some cases. Additionally. For example. a search on b% returns both Beijing and Brussels. On the Search and Select page. The Search Results display shows all addresses that matched your search criteria. To search and apply a list: 1. there are many predefined lists which you can apply to your negotiation to save time and standardize your sourcing practices. %. you can search using multiple criteria. From the Search Results display. a search on br% returns only Brussels. a partial name.7 Searching for lists When creating a negotiation. 2. For each list.1. 3. The search value can be an address name. click the link to apply a predefined list. 2. you may need to change the default to a different address.

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

Amounts do not include lines where award quantity and award amount are unspecified. 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.1.1 Introduction to Sourcing Intelligence What is Sourcing Intelligence? Sourcing Intelligence provides all the analytic and transactional reporting for your Sourcing application. You can use Sourcing Intelligence to: Track trends of purchases over time.Oracle Sourcing Help 4. For each supplier. If Current Price is not available. To run the Awards by Supplier report.2 What are the Sourcing Intelligence reports I can generate? You can generate any of the following Sourcing Intelligence reports: 4. Identify potential savings opportunities. Sourcing Intelligence promotes the increased efficiency by enabling visibility and analysis of system transactions. You can sort the report by clicking on the any of the underlined column headings. View summary reports that allow additional details. savings is zero. the report shows the total amount generated by each sourcing transaction.1.1 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 4. See "How do I export report data to a spreadsheet?" 4.1. Page 143/209 . as well as the total amount awarded to this supplier. 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. Identify negotiation opportunities. Savings is calculated by taking the difference between Current Price and Award Price and multiplying it by the Award Quantity.type (bid or quote). or export and open the reports in a third-party software application (such as spreadsheet software) where you can analyze and format the numbers at your discretion.2. You can view the reports online.

Any report displaying calculated amounts does not include any RFI amounts. or All Outcomes. You can view the supporting awarded bid by clicking the Auction number or Bid number. savings is zero.1. Amounts do not include lines where award quantity and award amount are unspedified.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. To run the Awarded Bids Detail report.1. Any report displaying calculated amounts do not include any RFI amounts. select Standard Purchase Order. see "How do I run the reports?" Note: For the Auction Outcome report parameter.2. with the category with the highest productive award appearing first. see.1. Note the following when generating and evaluating report information: When entering a category search parameter. Page 144/209 . Amounts do not include lines where award quantity and award amount are unspecified.1.2 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. To run the Savings by Category report. the report reflects only the system-hosted catalog item categories. If Current Price is not available.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. The report is sorted by category. Once you have generated a Savings by Category report. the report reflects only the system-hosted catalog item categories.3. you can generate a Savings by Item (Section 7.2.1) report for the items listed.Oracle Sourcing Help 4. Savings is calculated by taking the difference between Current Price and Award Price and multiplying the difference by the Award Quantity. Blanket Purchase Agreement. Section 4. 4.2.

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

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

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

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

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

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

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

Under Open Invitations.1. Monitor the action in the negotiation in which you are participating.4 How do I view the details of a negotiation before placing a response? 1. Find a negotiation in which to participate (See Section 2. price elements.3 How do I respond to a negotiation? Suppliers can respond to public negotiations and private negotiations to which they have been invited.Oracle Sourcing Help Creating and managing sourcing events Updating profile information Viewing award decisions Updating profile information 5. Attachments can be viewed by clicking the paperclip icon. To respond to a negotiation you must: 1. 3.2. The Notes and Attachments section displays any text messages from the buyer and any attached files. (See section 5.1 “How do I access negotiations”).4.1. you can view information on the item attributes by clicking the "View" link under the Details column. or price breaks associated with it.1 “How do I monitor negotiations to which I've responded”). 2. 2. The Negotiation Summary page displays all the current information for this negotiation. use the Search Negotiations fields to access the Active Negotiations page. Page 152/209 . pricing. or quote). (See Section 5. detailed item information. This includes such information as the time the negotiation.1. Submit your response (bid.6 “How do I submit a response online”). If the item has attributes. 5. Alternatively. click the negotiation number to access the Negotiation Summary page for the negotiation in which you are interested. 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. Click the negotiation number to access the Negotiation Summary page. the response controls. shipping and billing information.

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

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

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

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

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

To see the detail information for each line. click that line's number link. 5. the page displays the negotiation header information. To view the notes and attachments: 1. 4.1. From this page you can continue placing a response. a buyer can add item attributes and/or price elements to any item(s) in the negotiation. there will be two attachments for each line. From the Negotiations Home page. Alternately. Click the Lines subtab to see details of the negotiation lines. When you respond to a negotiation that includes item attributes and/or price elements. click the negotiation number link under Your Company's Open Invitiations to view negotiations to which you have been invited. Page 158/209 . 5. The negotiation summary page displays all the information on the negotiation broken down into a tab-oriented form so you can easily view the information contained in the different sections of the negotiation.8 How do I use item attributes and price elements when responding to a negotiation? When creating a new negotiation. By default.7 How do I view the attachments associated with the negotiation to which I am responding? In addition to the typical negotiation information. The second attachment is the line attachment. The buyer can use the note text box for short communications or use attachments for larger amounts of information. Once you have viewed all your attachments. Click the negotiation number link to display the negotiation summary page. 3.Oracle Sourcing Help 5. you can view these specific item details (if allowed by the buyer) and enter additional values to target your response. search for an open negotiation by selecting a search criteria. Price elements identify additional costs associated with an item which need to be negotiated in addition to the item price. 2.1. you see any notes and attachments assigned by the buyer to the line. The first attachment is the requisition header attachment. If this line was AutoCreated from Purchasing and there was both an attachment at the requisition header level as well as attachments at the line level. On the Line: page. providing a search value and clicking Go. click Return to Negotiations to return to the negotiation summary page. on occasion the buyer may need to communicate or request additional information such as specialized requirements. Notes and attachments can be assigned to the negotiation header or the negotiation lines.

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

Whenever your bid price is exceeded by a competing bid price.Oracle Sourcing Help To activate proxy bidding: When you place a bid on an auction. Then submit the bid as normal. and a $3. you can cancel your proxy bid and submit a new bid with the updated proxy information. Bid manually on the itemContinue bidding on the item by submitting bids manually. 10. not your own current bid. Discontinue bidding on the item Page 160/209 . Proxy Minimum Bid You must enter the lowest price you are willing to proxy bid for any auction item. Enter your proxy bid decrement amount.500 bid in an auction with a proxy bid decrement amount of $100. Note: After you have submitted your proxy minimum bid amount. automatic proxy bidding is discontinued. Proxy Bid Decrement You must enter the exact amount by which you want each of your proxy bids to decrease. For example. you can enter your proxy bid information in the appropriate fields on the Create Bid page. you must provide the following information: Note: If at any time you wish to change your proxy bid information. You can also change the proxy bid minimum amounts. If the bidding on an auction item in which your proxy bidding drops below your proxy bid minimum amount. then enter a proxy minimum bid only for those items on which you want to proxy bid. Use numbers. you can proxy bid on all or selected items. 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). You can change your proxy bid decrement if all items on the bid do not have proxy enabled. When bidding on an auction that contains more than one item. You can then do any of the following: Enable another round of proxy bidding for the item Enter new proxy bid information. you cannot change this amount unless the minimum amount is met in the auction bidding or you cancel the proxy bidding on the item. You cannot enter different proxy bid decrement amounts for each item. the system will automatically submit a proxy bid of $3.400 bid is subsequently submitted.300 on your behalf. if you have submitted a $3. Your proxy bid decrement amount will be applied to the current winning bid in the auction. To submit a proxy bid for any auction item. for example. the system will continue to automatically rebid (by the proxy bid decrement amount you specify) until your proxy minimum bid price is met.75.

the bidder may wish to update the non-price related information to improve the price to total score ratio. Select the items for which you wish to disable proxy bidding. the system will continue to rebid at lower prices until the bidder's minimum bid price is reached.Oracle Sourcing Help 5. To continue placing a new bid. To cancel proxy bidding. Or in a multiattribute weighted negotiation. 3. proxy bidding in suspended. When you use power bid. The Cancel Proxy Bidding page shows all line items for which you have proxy bidding enabled.12 What is power bid? Power bid allows you to expedite your rebidding when you have bid on several items in the same auction. The bidder specifies the amount of the price decrement (expressed as a percentage or a flat price reduction) and the minimum price to offer. click Cancel Proxy at the bottom of the page. To view the details of your current bid. Cancelling proxy bidding In most cases. click the Response number link. At this point. and click Cancel All Proxies. once proxy bidding has been initiated. 5. Once enabled. the bidder may wish to halt the proxy bidding to update bid information. there may be certain instances in which the bidder needs to end proxy bidding early.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. this happens when the bidder needs to update bid information. 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) 4.1. However. Usually. click Create Bid. 2. 1. you can monitor its progress by locating the negotiation number under Your Active and Draft Responses section of the Negotiations Home page. On the Rebid page. Page 161/209 . In both these cases. Once you have placed a bid using proxy bidding. the promise date offered by the bidder may need to be updated due to unforeseen situations at the time the proxy was begun. Power bidding cannot be used if any of the auction items contain price elements. When the Rebid page appears. continue entering your new bid information (including new proxy specifications if desired). all of your bids (losing and winning) in an auction are improved by the percentage you enter in the Power Bid field. Click Create Bid to create a new bid. For example. it can be allowed to run to conclusion.

your bid status does not change yet. Bulk loading is also useful if you respond to similar negotiations that occur repeatedly. for example. 2. If you want to return to your original bid prices. select Create Quote/Bid from the Action menu and click Go. Your bid prices so not take effect until you click Submit Bid. You can create the spreadsheet once and then make only the modifications necessary for a particular negotiation.25. 5.1. 6. From the negotiation summary page. 7. 3. Save the file. Click Recalculate to preview your power bid prices. 4. click Submit Bid and review the details of your bid. 2. enter the power bid percentage by which you want to decrease each of your bids in the auction. Access the open negotiation to which you wish to respond. On the Quote/Bid by Spreadsheet page. Save the spreadsheet file to a convenient location. then click History to review responses. Open the spreadsheet file and complete according to the instructions in the Read Me file included in the zip. To download a spreadsheet and prepare your bid or quote offline: 1. As you prepare to respond. When you are satisfied with your power bid prices. you may want to look at responses that have already been submitted (not viewable in blind or sealed auctions or in RFQs). click the negotiation number and review the negotiation's details and lines. 5. You can download an Excel spreadsheet or a text spreadsheet. After you have located a negotiation on which to bid. Navigate back to the Quote/Bid by Spreadsheet page. Page 162/209 . Access the auction on which you want to rebid.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. Enter numbers. 4.Oracle Sourcing Help To use power bid: 1. even if your new bid price exceeds the current best bid for any auction item. select the type of file(s) you wish to download. click Clear Changes. 3. 5. The recalculated price appears in the Price field. You can then enter a new power bid percentage and click Go to revise your power bid. Because you are only previewing your power bids. On the Create Bid page.

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

Select the negotiation and click Respond.1. then continue entering your response. You are informed that the negotiation has amendments and are prompted to acknowledge them. If you do not accept the negotiation's terms and conditions. To be eligible for an award decision. To respond to a negotiation that was amended after your first response: 1. 4.16 Why would a negotiation have special terms and conditions? Your buying company can include customized terms and conditions that govern its negotiations.1. When you respond to such a negotiation. click the checkbox and then click Acknowledge. 5. Once you have acknowledged all the amendments. 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. On the Acknowledge Amendment page. Such updates are called amendments. Search for the negotiation. If you placed a response before the amendment was made. If there are multiple amendments. Click Yes.17 How do I respond to an amendment to a sourcing document? After publishing a negotiation. 2.Oracle Sourcing Help 5. To respond to a negotiation that was amended before your first response: If the amendment was made prior to your first access. Page 164/209 . 5. You will not be allowed to enter a response in the negotiation. you can continue to respond to the negotiation normally. Review the negotiation's terms and conditions. click Cancel. review the document information. you will only be able to respond to the amended version. the buyer may need to update some of the information defined in the sourcing document. 1. you must review and acknowledge the amendments and place a new response. you must review and acknowledge each one. 6. you must have reviewed all the amendments and placed a response to the latest one. Once a document has been amended. 3. these terms and conditions are presented before you enter the details of your response. click Accept.

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

Oracle Sourcing Help

3. On the Update Deliverable page, you can perform the following modifications (note that changes to the deliverable status are tracked and can be displayed):
o o

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

4. Change the status to Submitted and click Done. 5. Continue responding to the negotiation. 5.1.19 How do I respond to a service-related line? When you are responding to a service-based negotiation, the fields to which you can respond depend on the type of line. Responding to a temporary labor, rate-based line You can respond to the following fields: Bid Price Attributes (if any) Price differentials (if any) Location Pricing Responding to a temporary labor, fixed-price line You can respond to the following fields: Bid Price Attributes (if any) Responding to General Services, fixed-price line Bid Price Attributes (if any) Responding to Price Differentials You can respond to price differentials at the line or location (price break) level if they are marked as optional or required. If it is possible to enter a value, it must be higher than the tageted multiplier defined by the supplier.

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5.2 Monitoring Negotiations
5.2.1 How do I monitor negotiations to which I've responded?

From the Negotiations Home page, you can easily monitor the status of negotiations to which you have responded. The Your Active and Draft Responses section lists all negotiations to which your have either submitted an active response or to which you are still creating a draft response. 1. Click the Negotiation Number link to see details of the negotiation such as negotiation items, terms and conditions, and response controls. 2. Click the Response Number link to see details of your current responses. Also on the Negotiations Home page, you can use the Response Quick Links to see the status of your awarded, disqualified, and rejected responses. 5.2.2 How do I use Quick Links?

The Quick Links section of the Negotiations Home page provides easy, one-step access to your most commonly performed Oracle Sourcing tasks. The links are organized by task and negotiation type so you can find the link for the task you wish to perform. Simply clicking the link takes you to the page where you initiate the operation. The table below shows some of the operations available Sourcing Buyers and Sourcing Suppliers by using Quick Links.

Buyer Operations Creating negotiations Creating templates and reusable lists Managing draft negotiations Creating and managing sourcing events Updating profile information

Supplier Operations Responding to negotiations Monitoring active responses Managing draft responses Viewing award decisions Updating profile information

5.2.3

How do I track the status of my responses?

When a negotiation in which you have participated is awarded, the system sends you an e-mail notification listing the number of negotiation items you won (if any) and lost (if any). Page 167/209

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To view the status of your responses: From the Responses Quick Links section of the Negotiations Home page click: "Awarded" to access the Awarded page showing information on all your awarded business. "Rejected" to access the Rejected page showing information on all your rejected responses. "Disqualified" to access the Disqualified page showing information on all your disqualified responses.

5.2.4

What information is contained on the Disqualified Responses page?

The Disqualified Responses page shows you all responses you have placed in any negotiation that have been disqualified by the buyer. The Disqualified Responses page allows you to drill down into detailed information about the negotiation and your response to it. The Disqualified Responses page shows: Response Number The number assigned to your response by the system. Your Response Number The number you assigned your response, if any. Negotiation Number The number assigned the negotiation by the system. Type The negotiation type: RFI, RFQ, or buyer's auction Title The title of the negotiation. Event Title The name of the event, if the negotiation is associated with one. Time Left Time remaining until the negotiation closes. Reason Any explanation provided by the buyer explaining why the response was disqualified. If the negotiation is still open, you can select your response and click Revise to update your information and submit a new response.

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5.2.5

What information is contained on the Awarded Items page?

The Awarded Items page shows you all negotiation items for which you have been awarded business. The Awarded Items page allows you to drill down into detailed information about the negotiation items and your responses to them. The Awarded Items page shows: Response Number The number assigned to your response by the system. Your Response Number The number you assigned your response, if any. Negotiation Number The number assigned the negotiation by the system. Type The negotiation type: RFI, RFQ, or buyer's auction Item Description The description of the item entered by the buyer. Promise Date The date by which you said you can supply the item. Award Quantity The number of negotiation item units the buyer is contracting to buy from you. Response Price The price at which you offered to sell the item. Order The purchase order generated from this negotiation. Reason Any optional message from the buyer.

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

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

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

Page 173/209 . Click Create Bid to create a new bid. If Oracle Procurement Contracts is implemented and the sourcing document has contract terms attached to it. 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). 1. To continue placing a new bid. Select the items for which you wish to disable proxy bidding. click the Response number link. or names of invited suppliers. mail or email. search for the negotiation you wish to print. To print a negotiation (for buyers): 1. click Create Bid. On the Rebid page. 2. continue entering your new bid information (including new proxy specifications if desired). current prices.9 How do I print information on my negotiation? Much business communication today is carried and managed offline. Buyers need the capability to download and print a negotiation for offline review. Responders should be able to complete negotiation documents and return the results by FAX. The printed version also does not include any price elements defined to the negotiation. 2. When the prompt box appears. 4.2. the clauses and deliverables are printed as well. 5. select Print Document from the Actions menu 3. If you cannot see all your negotiations. you can monitor its progress by locating the negotiation number under Your Active and Draft Responses section of the Negotiations Home page. To view the details of your current bid. Once you have placed a bid using proxy bidding. and click Cancel All Proxies. click Full List. Government organizations in particular present solicitation packages according to a unified format. These negotiations are listed under the Your Negotiations at a Glance section. On the negotiation summary page. open and inspect the print directly. The Cancel Proxy Bidding page shows all line items for which you have proxy bidding enabled. The printed version of the negotiation is appropriate for public display since it excludes all internal data such as internal attributes. click Cancel Proxy at the bottom of the page. or save it to a location on your machine and review the document there. Access the negotiation by clicking its negotiation link. On the Negotiations Homepage. When the Rebid page appears.Oracle Sourcing Help To cancel proxy bidding. 3.

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

The Review Changes page identifies the information that has changed.2. You use the Create Response page to enter your response to the buyer's negotiation. This includes responses to any contract terms the buyer has defined. 5. The currently active version has the highest number and is the first entry in the table. Click the suffixed number links to see the different versions of the sourcing document. If you placed a response before the amendment was made. 6. You can toggle between the current version and its prior version using the buttons. 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. you can place a new response on the negotiation. The Amendment History page has entries for the original negotiation and any subsequently amended versions. you are presented the first amendment. To be considered for an award decision. You are presented any additional amendments. 9. Click "View Amendment History" to see the changes made to the original negotiation. Deliverables are part of the contract terms the buyer may have defined and are typically additional pieces of documentation that must be provided by the supplier. 4. Click Acknowledge. Once you have acknowledged all the amendments. The amended versions are suffixed with an incrementing counter.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. you must acknowledge that you have viewed the amendment and placed a new response 7.11 How do I respond to a deliverable defined to a negotiation? Deliverables are additional requirements a buyer may request of a supplier over the course of a negotiation. The negotiation summary page shows the original version of the negotiation. If Oracle Procurement Contracts is implemented by the buying organization. 5. which you must review and acknowledge. Page 175/209 . there may be deliverables to which you must respond. 3. or click the Review Changes icon to see what information changed between a version and its prior version. 8. Contract terms are displayed in the Contract Terms section of the page. On the Acknowledge Amendment page. Click Acknowledge Amendment. Click the negotiation number link to view the original negotiation and its updates. Review the information.

Oracle Sourcing Help

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

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

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

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

5.3 Searching
5.3.1 How do I search for negotiations?

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

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

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

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

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

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

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

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

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

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

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

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or if your upload does not complete. the steps you performed that led to the problem. If the feature in which you are uploading allows. or task bar options? All system features are controlled by function security and your userid. some browsers will not upload files or browse directories whose names contain language-specific marks such as accents or umlauts. note the error text if any. link.1.Oracle Sourcing Help 6. you should contact your system administrator to request additional function assignments. 6. task bar option. the connection. Agreement Start Date/Agreement End Date The period during which the blanket purchase agreement is effective. Note: Depending on how the system is set up.6 What if I have problems uploading files? Check the online Help about errors or failures. try placing the file in a WinZip file to reduce the file size or using a faster connection to the system. or if you cannot view or access a specific page. 6. Your system administrator controls function security by creating a Responsibility consisting of different functions. If you receive a Task Access Restriction message.1. Then contact your system administrator.5 Whom should I contact about technical difficulties? If you experience technical difficulties with this system you should contact your system administrator. Function security means that features can be used only by users who are allowed access to the features. Your Sourcing responsibility assignments determine which features you can use. or multibyte languages (such as Chinese). If you are using a slow dial-up connection. Users who are associated with this responsibility can access and perform specific features. 6.4 Why can't I access some pages.2 Glossary A Agreement Terms (Blanket Purchase Agreement only) Agreement terms are optional. Total Agreement Amount Page 180/209 . button. and (for bulk load jobs only) the job number. If you still cannot determine the cause of an error or failure.1. and apply only when you have selected "blanket purchase agreement" as the auction outcome. particularly for large files. links. or other feature. may time out before the system receives the file. buttons.

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

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

12/31/1999.Oracle Sourcing Help The format (for example. F FOB FOB (Free on Board) determines the point at which a buyer takes title of goods purchased. E Estimated Quantity (blanket purchase agreements only) The organization's best estimate of demand for the item over the life of the blanket agreement. User-Defined Rates Exchange rates the buyer enters when defining response currencies for a negotiation. 31/12/1999) in which you enter and view dates on the system. Exchange Rate Type When creating a multi-currency negotiation the buyer selects the exchange rate type: System exchange rates Exchange rates that have been bulk loaded into the system's exchange rate table for a particular date. . Exchange Rate Date The date on which the currency exchange rate is taken from the operating unit's currency exchange rate table. CIF . Destination Supplier's responsibility for goods ceases upon acceptance by buyer. 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.Cost. There can be many different system exchange rates defined. Exchange Rate The rate used to convert values between currencies. Insurance and Freight Page 183/209 . Click the Preferences icon to set your preferred date format.

CPT .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. FAS . to the buyer's designated carrier at the named place or point.Carriage Paid To Supplier pays the freight for the carriage of the goods to the named destination. insurance and freight necessary to bring the goods to the specified port of destination. DAF . 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. FOB .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. or cleared for export. Page 184/209 . at the named point and place at the frontier.Oracle Sourcing Help Supplier must pay the costs. cleared for export. DES .Carriage and Insurance Paid To Supplier pays the freight and cargo insurance for the carriage of the goods to the named destination.Ex Works Supplier's responsibility ceases when the goods become available to the buyer at the supplier's premises.Free Alongside Ship Supplier responsibility ceases when the goods have been placed alongside the vessel on the quay or in lighters at the named port of shipment. FCA .Free Carrier Supplier's responsibility ceases when he has handed over the goods. CFR .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.Delivered at Frontier Supplier's obligation ceases when the goods have been made available.

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

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

Minimum release amount applies only to RFQs or auctions with blanket purchase agreement outcomes. Page 187/209 . Negotiation Style The style determines who will be able to see the quotes/bids and when. buyers set four dates for each negotiation (*indicates a required field): Preview Date (RFXs. Sealed The buyer can see the responses when the negotiation is unlocked. though the responding supplier's identity is concealed. *Open Date The date and time the negotiation opens. auctions) During the preview period. 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. 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. N Negotiation Dates Depending on the type of negotiation. *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. the system does not enforce these dates. Award Date (RFQs and auctions) The date and time by which RFQ/auction will be awarded. Blind Only the buyer can see the quotes/bids. Once closed. all eligible suppliers may view the RFx/auction but not submit responses. no further responses may be accepted.

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

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

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

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

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

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

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

1 Accessibility of Code Examples in Documentation JAWS.3. Oracle neither evaluates nor makes any representations regarding the accessibility of these Web sites.3. our documentation includes features that make information available to users of assistive technology. visit the Oracle Accessibility Program Web site at: http://www. and contains markup to facilitate access by the disabled community. to the disabled community. however. services.com/accessibility/. The conventions for writing code require that closing braces should appear on an otherwise empty line. and supporting documentation accessible.Oracle Sourcing Help 6. with good usability. Page 195/209 . This documentation is available in HTML format. and must be fully installed to take advantage of their features. may not always correctly read the code examples in this document.oracle. 6.2 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. 6. 6.3 Documentation Accessibility Our goal is to make Oracle products.4 Product Integration and Licensing This documentation includes information about many features of Oracle Applications other than this product. For additional information. Standards will continue to evolve over time. To that end. a Windows screen reader. These other Oracle Applications may require separate licenses. JAWS may not always read a line of text that consists solely of a bracket or brace. 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.

Copyright 2000 Three D Graphics. the report shows the total amount generated by each sourcing transaction.1 «How do I run the reports?" Notes: Note the following when generating and evaluating report information o o o Any report displaying calculated amounts does not include any RFI amounts.1.Oracle Sourcing Help 7.type (bid or quote). You can sort the report by clicking on the any of the underlined column headings To run the Awards by Supplier report. For each supplier.1.1 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).3. savings is zero. Savings is calculated by taking the difference between Current Price and Award Price and multiplying it by the Award Quantity. as well as the total amount awarded to this supplier. Inc.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. 7. Page 196/209 . Amounts do not include lines where award quantity and award amount are unspedified. see Section 4. Inc. If Current Price is not available. Appendix 7.

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

On the Reusable Attribute Lists page. 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. If you include an attribute list in a negotiation template. or All Outcomes.2 Reusable Attribute Lists 7. To create an attribute list: 1. the attributes on the list will apply to all lines added to a negotiation created with that template (though the buyer who is using the template can edit and remove attributes as appropriate). If Current Price is not available. Page 198/209 . Click "Attribute" under the Reusable Lists area of Quick Links on the Negotiations Home page .1.1 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. enter a name and description of your list and select a status. Active lists are available for use by buyers during negotiation creation. To run the Awarded Quotes report. the report reflects only the system-hosted catalog item categories. Any report displaying calculated amounts do not include any RFI amounts. select Standard Purchase Order. see "How do I run the reports?" Note: For the Auction Outcome report parameter. Blanket Purchase Agreement. 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. click either Create Header Attribute List or Create Line Attribute List . 7. On the Create Header Atttribute List/Create Line Attribute List page. 3.4 What is the Awarded Quotes report? The Awarded Quotes report displays information about the selected RFQs that have been awarded in the system.2.Oracle Sourcing Help 7. savings is zero. 2. Buyer cannot create inactive lists . Attribute lists are named groups of line attributes (line characteristics) that applies to a line in a negotiation.

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

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

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

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

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

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

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

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

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

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

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

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