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

2............6 ............... 104 2..........................11 How do I extend a negotiation that is in progress? ............ 117 Page 5/209 2............1........2.......2 What is a sourcing event? .............. and how do I create and use them? .....7 How do I analyze the responses I have received?.........................8 What are price breaks....................................... and how are they used? ........................................ 95 2............ 88 2................................. and how do I use them in my negotiation?.....1 How do I create a deliverable and use it in a negotiation document?.1..............................................................2 How do I monitor the negotiations I have created? ........ 110 2.3......12 How do I change my auction's AutoExtend settings while the auction is in progress?.. 107 2............12 How do security levels work? ........................... 99 2......................3....................... 114 2......4........... 100 2.................................... 84 2.............................Oracle Sourcing Help How do I use price elements? .....................................................1...................1 What are some negotiations strategies I can use? ......... 98 2......4.... and how do I use them?..................................................................4. 97 2...........1..........6 How do I copy a sourcing document?...............................3... 100 2. 105 2..................1....................13 What are global agreements..9 What are amount based line types................................ and how do I use them?..3........... 105 2..................1............................................... 84 What are Reusable Price Element Lists.....3.................................................2 What kind of services can I negotiate for?................3.......3.............................................1. 98 2.........3 How do I respond on behalf of suppliers without Internet access?....1 How do I access negotiations? ...........10 Can I invite additional suppliers to a negotiation I've already created? . 92 2............3....4.4 Can I create and save sourcing documents without submitting them? ...............8 How do I view the backing information for lines AutoCreated from Oracle Purchasing?..3. and how do I use them in my negotiation?..... 96 2....................1............................ 88 2.................3....4 Additional Creation Topics ....................3.........................................13 What is shortlisting and how do I use it? ....................... 91 2......... 93 2...........................3........ 103 2...4.......................2 Using Oracle Services Procurement and Oracle Procurement Contracts...................3 How do I define services related lines?.. 106 2............. 96 2................4............................. 102 2. 106 2............4 What are Your Negotiations at a Glance?... 109 2.. 108 2.... 115 2...1................................4....................3...........4......4..........1..............2....4 What are contract terms and conditions................9 How do buyers and suppliers communicate while a negotiation is in progress? ................3........ 114 2.............................................................3.....11 Who can participate as team members? ........................................4................3.................4............................7 What are price breaks.............5 How do I use the Graphic Monitor to compare competing quotes or bids for a particular negotiation line?.1..........................3 Monitoring Negotiations.......................................1...............................5 2...................10 How do collaboration teams work? ............. 86 2.......3.................4.....3 Are there any shortcuts available when creating a sourcing document? ........1.... 103 2........... 116 2......4.........................1...............5 How do I create a deliverable and use it in a negotiation document?...........6 How do I download the responses I have received? ................7 What are contract terms and conditions............................ 112 2.................. and how do I use them?.................1.........1.1.....2.....................14 How do I initiate a new round of responding?. 107 2.................................. 102 2.....................................

.3.....................4............1 How do I update my Sourcing personal options? ............ 143 4............... 124 2.12 How do I generate a purchase order document? .........2 Intelligence Reports ................ 144 4..............1..............18 How do I print information on my negotiation? ........................ 145 4....4.. 138 2........1.. 148 Page 6/209 2...........................1.............................3 What are the different methods I can use when performing awards? ........3.................................... 144 4...... My Profile ......2 What are the Sourcing Intelligence reports I can generate?..............1 What is the Awards by Supplier report? .......................7 How do I use a spreadsheet to award negotiation items?..........................16 How do I cancel a negotiation?...........5. 133 2.................................................3 Awarded Bids Detail report ..... 147 4...............................4 Searching for suppliers:...................1 How do I view the responses I have received? ................................4... 133 2..................1......1 Introduction to Sourcing Intelligence.....................1........ 129 2................................. 143 4.................................................9 How do I disqualify responses I receive for an RFI........................2....1 What is Sourcing Intelligence? .4 How do I award business in an RFQ or auction?...2........................3.......2......................................................................2 Savings by Category report... 139 2.1........... 124 2........ 141 3....... 120 2.............................3..................................... 122 2......................1 How do I search for information on Oracle Sourcing? ..5 How do I download the responses I have received? .......................................... 135 2.............................................................5..............................4.......... 147 4................................2................................ 127 2..............5..........................................4..........................3......................1............................. 140 2...........20 How do I manage deliverables I have assigned to a negotiation?....................1.. 143 4................4. 142 4................4...........5..11 Can I see information on my negotiations once I have completed awarding them? .1........................ or auction? ......................... 145 4............................4.....................................2 What is the Savings by Category report?...............................17 How do I create an amendment to a negotiation? ........ 139 2............5 Searching for lines and categories...........4 Awarded Quotes report ......................................2 How do I unlock and unseal a sealed RFQ or auction? .... 137 2.......4.....................................................6 Searching for addresses:....4........ 131 2. 121 2.............1.......4 Awarding Negotiations ...............2...1 Searching for your negotiations in which you are participating: .......................5.7 Searching for lists..3.......... 145 What is the Awarded Quotes report? ....... 143 4... Sourcing Buyer Intelligence Reports.................... 137 2.............................. 130 2.3 Searching for draft negotiations ....... 124 2......2...........................................................................................1.5 Searching....... 143 4.13 What is contract binding?............................ 141 2............1...... 137 2................ 128 2.. 123 2.1....4........................3 How do I export data to a spreadsheet? ............................................6 How do I manually score header attributes? ...... 142 3......................................19 How do I view the approval history for my negotiation? . 138 2............. 120 2..... 136 2.........1 Awards by Supplier report ................ 120 2.........................................................................3...........10 What information is contained on the Award Summary page? ........1.............1..5..........................5...........15 ............................Oracle Sourcing Help How do I close a negotiation before its scheduled close date and time?......... 124 2................. RFQ..... 147 4.................................................4.5................................8 How do I allocate backing requisitions among awarded items? .....1 How do I run reports? ..........................2 Searching for all negotiations to which you have access:.....4............... 144 What is the Awarded Bids Detail report? ............................................

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

............................................................................. 203 7................3 What are score settings and how do I use them with header attributes? ....................1...... 180 6.............................. 180 6................... 207 Variable Identification .......................3 About Deliverables........... links................................................................ 207 Value Sets for Variables.............................................3 Documentation Accessibility ....................1 What are header attributes and how do I use them?.....................................1 About Clauses ........................................... 197 7....1...9....................................4 Why can't I access some pages..................................................................4 Product Integration and Licensing............................................................................ 180 6................1 What are the Sourcing Intelligence reports I can generate?........9 About Contract Templates ....... 203 7............................................................... 195 6....................1 What are the Awards by Supplier report? .. 196 7............... 204 7.....1 About the Contract Terms Library... 198 7....................... 200 7.................2 What is the Savings by Item report? ................................ 196 7.................................... Appendix ................ or task bar options? ...............7 What are reusable price elements and how do I create them? ... buttons.................................1............................................................... 195 7........1...................................................................... 198 7............ 199 7.............................2............9...................................3..................................4 How do I enter business terms and conditions for my RFxs and auctions? ........... 195 6.............8 Can suppliers communicate with each other while a negotiation is in process? ................ 197 7.....5 How do I use the Graphical Monitor to view responses to items in my negotiation?.................6 What if I have problems uploading files? ..Oracle Sourcing Help 6.................4 What is the Awarded Quotes report? .................................. 206 System-Defined Variables ..................1.2 Accessibility of Links to External Web Sites in Documentation.............................................................................. 208 Page 8/209 ........ 208 7....3.................................................1.......1.....................................................................5 Whom should I contact about technical difficulties?... 205 Non-Standard Clauses.............................1 How do I create an attribute list? ............................................................................................................................9................................... 195 6...................9........................... 205 Standard Clauses .... 180 6..3............... 207 Deliverable Variables..............................................2 About Variables ................... 199 7. 205 7....... 196 7............................ 207 User-Defined Variables. 205 7......................6 Why are some RFQs and auctions associated with a sourcing event? .................................................................................... 202 7......1 Accessibility of Code Examples in Documentation ........ 206 Table Variables ..........................3 What is the Awarded Bids Detail report? ...........................................2 Reusable Attribute Lists ...............2 Glossary.........................................................1................................................. 206 7............ 198 7....

see Getting Started for Suppliers. To create an RFI. click the appropriate create link from the Quick Links section of the Negotiations Home page. check the Negotiations at a Glance section. To monitor the negotiations in which you are participating. If your system is integrated with Oracle Purchasing. 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. Page 9/209 . To create templates and reusable lists to simplify negotiation creation.Oracle Sourcing Help 1. and password. 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. see Getting Started for the Sourcing Super User.1. click the Preferences link at the top of the page. This system also provides graphical summary and detail reports (See Appendix 7.1 “How do I update my Sourcing personal options”). Getting Started for Buyers As a Sourcing Buyer you have access to a wide range functionality with Oracle Sourcing.1 What can I do with Oracle Sourcing? If you are a Sourcing Buyer. You can enter many different personal options such as your language. request for quotations (RFQs). If you are responsible for administering the Sourcing system. Click the Intelligence tab on the Sourcing Home page. see Getting Started for Buyers. date format.1 “What are the Sourcing Intelligence reports I can generate”) for many transaction types. RFQ. buyer's auction (See Section 2. If you are a Sourcing Supplier.1 “Creating Negotiations”). and Buyer's Auction.1 New to Sourcing? 1. click the appropriate link(s) in the Quick Links section of the Negotiations Home page. among others. To manage draft negotiations on which you and others may be working. click "Edit" under the Drafts Quick Links section. You can create a request for information (RFIs). Getting Started 1. You can monitor your negotiations in real time and communicate with participants using online discussions.

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

you need Internet access by a computer with a modem. if you shop for books online. go to http://www. the bookstore's Web site might use a cookie to store information about your favourite subjects. For instance. SSL is an open protocol that has been submitted to several industry groups as the industry security standard. To download a free copy of Internet Explorer.x) or Microsoft Internet Explorer (version 5.5+. Page 11/209 . and must support Secure Socket Layer (SSL) connections. The following are suggested minimum hardware specifications: 28K modem 8 MB RAM 266 MHz Pentium processor Software Requirements To view and use the system.x). Your browser must have cookies enabled.microsoft.com/download/ and locate Netscape Navigator. you need a standard Web browser.netscape. SSL is denoted by the letters HTTPS in the URL.com/downloads/ and search for Internet Explorer 5. like Netscape Navigator (version 4.x on the platform of your choice. To download a free copy of 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.Oracle Sourcing Help Hardware Requirements To connect to the system. SSL is used by most commerce servers on the World Wide Web. but not 6. and later use that information to recommend particular books. What are cookies? A cookie is a small amount of information that a Web site copies to your hard disk. go to http://www. Based on RSA Data Security's publickey cryptography. or an Internet appliance.

1.2.2.16 “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. quantity. “How do I create and edit negotiation templates?”) and Copy features (See Section 2.1 “How do I create an attribute list?”) Reusable Invitation Lists (See Section 2. who might never meet face-to-face. but on lead times.1.1. and buyer's auctions. enabling them to efficiently obtain the best possible prices for goods and services. Page 12/209 . Prices are established based on actual supply and demand at the time the negotiation is transacted.1.3.1 What is Oracle Sourcing? Oracle Sourcing offers flexible negotiation capabilities to buyers and sellers. Common Functionality All sourcing document types have the following common functionality to simplify the negotiation creation process: Reusable Attribute Lists (See Appendix 7.7 “Can I accept responses in multiple currencies”) Multiple Language support Notes and Attachments (See Chapter 6. Buyers use real-time interaction to obtain information on suppliers' products and services. can bypass intermediaries and establish relationships that might not have been possible using more traditional methods of buying and selling.2.1.2 “Glossary”) Terms and Conditions enforcement (See Section 5.2.4. and then use that information to create negotiations that drive prices based not only on price. The four different types of sourcing documents available .6 “How do I copy a sourcing document”) Multiple Currency support (See Section 2. Buyers and sellers.1.requests for quotations (RFQs).1 Frequently Asked Questions: Oracle Sourcing 1.1. Buyers can use the information obtained to subsequently conduct an RFQ or buyer's auction. and item-specific attributes.4 “How do I create and edit a reusable invitation list”) Sourcing Template (See Section 2. requests for information (RFIs).Oracle Sourcing Help 1.2.2 Getting Started with Oracle Sourcing 1.

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

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 .

RFIs can be (and typically are) taken to multiple rounds until the buyer has enough information to identify supplier(s) with which to deal. the buyer has the power to fine-tune the RFQ and initiate detailed negotiations. If permitted by the buyer. Auctions Auctions enable buyers to solicit bids for goods and services that are clearly defined. RFIs identify important item criteria on which the buyer needs information. The RFQ process is generally the longest of the negotiation processes.2 What are the differences between the available negotiation types? The four types of negotiations are Requests for Information (RFIs)'. Once suppliers have submitted an initial round of proposals (quotes). Requests for Information (RFIs) RFI's are used to qualify suppliers and their goods and services for subsequent procurement activities. and whether partial bids are allowed. Once the auction is completed. RFIs typically do not make reference to item price or quantity. whether multiple rounds of bidding are possible. RFIs are used more for gathering information on goods and service provided by a supplier than to lock in particular price information. suppliers can view all bids submitted while the auction is open. RFQs can be blind (buyer can see the quotes during the RFQ.Oracle Sourcing Help 1.1. and auctions. as necessary. At the conclusion of the RFI cycle. See the table below to help you determine which type of negotiation to create. The supplier responds by answering the buyer's questions. such as made-to-order manufacturing or construction projects. Requests for quotes (RFQs) RFQs enable buyers to collect quotes from suppliers for complex and hardto-define items or services. suppliers are immediately notified of the auction results via online notifications. Buyers can tailor each auction to control who can see bids during the auction. Buyers can discover new suppliers or buyers and get competitive pricing or improved service. This information generates competition and encourages suppliers to submit their best possible price. The buyer uses supplier responses to identify the group of suppliers who should be included in the subsequent negotiation.2. This process may go through multiple rounds of negotiations and quotes. the information contained in the RFI can be copied into an RFQ or buyer's auction. Page 15/209 . such as office furniture and memory chips. Many different items can be included in an auction. so suppliers can never see each other's quotes while the negotiation is in progress. Therefore. request for quotes (RFQs). but suppliers cannot) or sealed (neither buyer nor suppliers can see the quotes until the RFQ is closed and the quotes are unsealed).

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

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. item information. and invitation list are copied into a new document which you can edit if necessary.1.11) 2. terms and conditions.1.10) Price Elements Attribute Based Bidding (See Section (See Section 5.4.11) an RFQ or close an RFQ earlier Early Close (See Section than the 2.1.10) Bidding (See Power Bidding (See Section 5.1. Manual Extend/Early Close (See Sections 2.7) 1.8) Price Elements (See Manual Section 5.1.2) Information obtained during the RFI can be used to create a new negotiation document.4.11) Buyers can Manual Extend (See manually extend Section 2.1.1.11/2.2.8) RFIs use item attributes to solicit item information from suppliers.3.15) Buyers can manually extend an RFI or close an RFI earlier than the scheduled close date.7) 2.1. Multiple If allowed by bidders may multiple bids.1.1. Convert to negotiation document (See Section 2.4. Bids buyer.1.Oracle Sourcing Help Attribute Based Bidding (See Section 5.1.15) scheduled close Minimum Bid date.4.4.1. have previously created.8) Extend/Early Close (See AutoExtend (See Section Section 2.11) Price Breaks (See Section Price Breaks (See Section 2.8) 5.3.4. Page 17/209 .8) Section 5.1. Decrement/Increment (See Section 2. The details of the document such as the controls. submit Other Proxy Bidding (See Attribute Based Section 5. or any other users in your organization. Multiple Quotes The RFQ business process allows suppliers to submit a single quote per round.

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

From this page you can access and edit any of your draft negotiations. these attributes can be either required. ensuring that only one user can work on a draft at any time.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. and delivery. When creating an RFI. you can click "Manage Draft Negotiations" to access the Manage Draft Negotiations page. 1. that allow bidders/suppliers not only to respond to the price. these lists are shared across all document types and can be accessed by the buyer as required.1.1. From this page.2.8 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. buyers define attributes for negotiation items. or display only. 1.2. These attributes represent important aspects of the item for which the buyers need information from their suppliers. You are granted exclusive control until you release it. but also to other features salient to each item." Alternatively. Depending on the setting chosen during the negotiation creation. Item attributes and their responses comprise the heart of the RFI process.Oracle Sourcing Help 1.2. How do I continue working on it? You can continue working on a document saved as a draft by After clicking Save Draft.5 Are reusable invitation lists and reusable attribute lists shared across all three negotiation types? Yes. you see the Confirmation page.1.1.1. you can click "Continue editing your draft. 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.7 I just saved a negotiation as a draft document.2. in essence "answering" the buyer's question. optional. The document is released when Page 19/209 . quantity.6 What is attribute based negotiation and how can I use it? Attribute based negotiations enable buyers to define multiple item-specific characteristics. Suppliers reply to the item attribute. called item attributes. The buyer then uses the suppliers' responses to qualify the group of suppliers and to determine the best set of suppliers with which to later conduct a negotiation.2. 1. 1.

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

2. The old Sourcing negotiation number remains on the requisition line until a buyer creates a new negotiation using the requisition.13 What happens if I cancel a negotiation having backing requisitions in Oracle Purchasing? As soon as you cancel a negotiation with backing requisitions. The higher the score. the more desirable the attribute value or range of values. 1. New buyers can then manage the requisitions as needed. 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. quantity. The goal of scoring is to motivate a respondent to respond with quotes/bids most closely matching the desired attribute values. or need-by date.14 What is Multi-Attribute Weighted Scoring and how does it work? Multi-Attribute Weighted Scoring is the ability for a buyer to use customizable attributes to define a product or service in a quantifiable manner. The higher the weight. Scores represent the desirability of that attribute value or range of values compared to other values. As responses are received. the requisitions become available again to AutoCreate in Oracle Purchasing. 1. Scores are numbers between zero and 100 and are assigned to each possible attribute value or range of values. breaks.Oracle Sourcing Help RFQs/auctions in Oracle Sourcing Real time bidding. 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. Page 21/209 . 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. the system calculates a weighted score for each attribute response and a Total Score for the item. the more important the attribute to the item.1.1. It then ranks the scores for the same item from different respondents based on a Price to Total Score ratio.2. Custom attributes having weights and scores are called weighted attributes and require a response. Weights and scores can be assigned to the custom attributes.

1. 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 will automatically convert the responses to the negotiation currency. but it offers the lowest price per point of score.17 Can I accept multiple currencies in my negotiation? Yes.16 What is the difference between Price-Only and Multi-Attribute Weighted Scoring RFQs/auctions? In a price-only negotiation.1. In both price-only and Multi-Attribute Weighted Scoring negotiation.1. The buyer can still award the item regardless of the ratio. However. delivery dates and attributes of an item. quantity. 1. the negotiation currency defaults to the functional currency defined for your operating unit. Whenever you view the responses you have received.Oracle Sourcing Help 1. it offers the best value for the money. Though suppliers in a multi-currency negotiation can submit responses in several currencies. The lowest ratio receives the highest rank.2.2. suppliers can quote/bid on price. In other words. you can invite these users Page 22/209 . The lowest ratio among competing responses may not offer the lowest price. To lower the ratio for an item included in a bid. the system ranks the supplier only on the basis of price.1. the bidder/supplier must lower the Quote/Bid price for the item and/or submit responses to the weighted attributes that increase the total score for the item.1. reflected in the Price to Total Score ratio. they are allowed to respond in only one currency per response. The winning response is decided based on the buyer's definitions of the relative importance of item attributes.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. A buyer can view bids plotted on a Price to Total Score graph to assist in analysis of quotes/bids. item attributes can be scored and weighted.18 How do I invite non-registered supplier contacts to register with the system? If a supplier company has already been defined to your system (using Oracle Purchasing) and you know of any non-registered contacts at the supplier company whom you wish to invite to current or future negotiations. the buyer can still award the negotiation to any supplier regardless of the Price to Total Score ratio values. 1. you can allow bids or quotes in currencies other than the negotiation currency.2.2. however. When you create a new negotiation.

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

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

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. When the reminder gets sent depends on the duration of the negotiation. and the close date.21 When does an invitee receive a reminder email notification? If companies do not acknowledge participation by a certain time. Negotiation Duration Reminder Email Sent Equal to or less than One hour after the Preview/Open Date 24 hours Page 25/209 .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.2. The negotiation duration is the length of time between either the preview date (if the buyer specified one) or the open date. they receive a reminder email notification once the negotiation has opened for either previewing or responding.1. or all a certain Quote/Bid has been quote suppliers in the sealed disqualified RFQ.

1. then invitees do not receive any reminder. You cannot respond to any negotiation that your company owns. they receive it at the original reminder time. you can upload it to enter your responses into the system to. 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. If the negotiation is closed. however.2. 1. they do not receive reminders.1. Otherwise. you can respond to negotiations created by your company's affiliates.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. It is not mandatory to acknowledge your intent before submitting responses. The new round of negotiation is now treated as a regular new negotiation and invited companies in the new round should acknowledge their intent to participate again.1. the reminder is not sent. 1.Oracle Sourcing Help More than 24 hours but less than one One day after the Preview/Open Date week Equal to or longer Three days after the Preview/Open Date than one week Notes: If the buyers manually advance the close date to before the original reminder time. If additional companies are added before the original reminder time. you can download a spreadsheet which you can complete offline to specify your response information. then invitees do not receive a reminder. canceled or deleted before the reminder time.2.24 What is the quickest way to respond to a negotiation that has many line items? If the negotiation you wish to respond to contains many line items.2. 1. If the buyer starts another round of negotiation before the reminder time. these new invitees receive reminders at the original time. Once you have completed this spreadsheet. Page 26/209 . Bulk loading is also useful if you respond in similar negotiations that occur repeatedly. However.23 Can I respond to a negotiation created by someone in my company? No.

you can enter a maximum of 240 characters. 1.1.26 How many characters can be entered into the Item Description and the Note fields? For an Item Description field. 1.25 Can I invite additional suppliers to an RFQ or auction I've already created? Yes. You can search for the purchase orders in Oracle Purchasing by entering the negotiation data. which includes the purchase order numbers along with other information. and then click "Negotiations Configuration. As the system administrator.2.Oracle Sourcing Help 1." Select the indicator and specify whether users can override your selection.2. you can require a particular indicator be used for all negotiations.1. access the negotiation whose associated purchase orders you wish to see by entering the negotiation number into the Search Negotiations fields. In Oracle Sourcing.2. On the Award Summary page. 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.27 Can the system administrator require buyers to use a certain rank indicator? Yes. This displays all purchase orders for a particular negotiation.1. Page 27/209 .2.28 How can I check which purchase orders were created after completing my RFQ/auction? There are various ways to check which purchase orders were created. you can enter a maximum of 2000 characters. the negotiation number. Click the Administration tab. On the Negotiations Summary page.1. for example. You can check your Notifications for the Purchase Order Creation Notification. You can also search Oracle Purchasing by entering the original requisition information. click the response number link to view the information on that response including the corresponding purchase order created for that response. For a Note field.

2. The suppliers' responses to the RFQ allow the buyer to compare quotes and negotiate the best price and specifications for the good or service.2 “How do I monitor the negotiations I have created”). RFQ monitoring (See Section 2.1 “How do I create an attribute list”).3 “How do I create and edit negotiation templates”).Suppliers view the RFQ details and submit their quotes online. Price elements (See Section 2. RFQ is typically used for complex items or services such as made-to-order manufacturing items or construction projects. Page 28/209 .Oracle Sourcing Help 1. suppliers are immediately notified of the results via online notifications.4 “How do I create and edit a reusable invitation list”). 3.2 Getting Started with RFQs RFQs support the full business process to solicit quotes from suppliers.1. RFQs supports both blind and sealed RFQs.5 “How do I use price elements”). Buyers analyze the quotes and either award the RFQs or modify the RFQs and open them for another round of quoting.1. RFQs typically consist of multiple rounds with competition focused on whether supplier(s) can meet the specific requirements.Buyers can monitor real-time quote activity and take appropriate action. The RFQ process usually lasts days or weeks through multiple rounds of negotiations. RFQ modification or awarding (See Section 2.1 “How do I create a new negotiation”).1. Quote preparation and submission (See Section 5. RFQs enable buyers to collect quotes from suppliers for complex and hard-to-define items or services. Once suppliers have submitted an initial round of quotes. Suppliers cannot view competing quotes while the negotiation is in progress.2.3 “How do I respond to a negotiation”).1.5. Reusable invitation lists (See Section 2.2.1.3. 2. Buyers initiate RFQs that may include multiple line items by publishing the RFQ and inviting suppliers. Steps in the RFQ process include: 1.4. Once the RFQ is completed.1. RFQ Capabilities RFQ templates (See Section 2.2. buyers can review quotes and award the RFQ or submit a modified RFQ for another round of quoting. RFQ creation (See Section 2. Reusable attribute lists (See Appendix 7. 4.4 “How do I award business in an RFQ or auction”).

Terms and Conditions enforcement (See Section 5. Page 29/209 . Manual extend (See Section 2. RFQ.6 “Why are some RFQs and auctions associated with a sourcing event”).16 “Why would a negotiation have special terms and conditions”) Quoting online (See Section 5.7 “What are price breaks. and how do I use them”).1.1.14 “How do I initiate a new round of responding”). (5.1. Monitoring quote activity in real-time (See Section 2.9 “How do I disqualify responses I receive for an RFI.2 “How do I monitor the negotiations I have created”). Multi-round quoting (See Section 2.16 “How do I cancel a negotiation”)and Disqualifying quotes (2. Online or offline awarding capability (spreadsheet awarding). Canceling RFQs (See Section 2.4.5 “How do I use the Graphical Monitor to view responses to items in my negotiation”) Purchase order generation Attribute based quoting (See Section 5. Sourcing Events (See Appendix 7. Graphic RFQ monitor (See Appendix 7. Multiple RFQ styles: blind or sealed (See Section 6.Oracle Sourcing Help Price breaks (See Section 2.5 “How do I use the Graphic Monitor to compare competing quotes or bids for a particular negotiation line”).4.1.4 “How do I award business in an RFQ or auction”).3.1.1.8 “How do I use item attributes and price elements when responding to a negotiation”).4. Capture Total Cost (See Appendix 7.4.4.11 “How do I extend a negotiation that is in progress”) and early close features (See Section 2.6 “How do I submit a response online”) and offline (spreadsheet quoting).4. or auction”).14 “How does Oracle Sourcing use information in Oracle Purchasing when AutoCreating draft sourcing documents”).7 “What are reusable price elements and how do I create them”). (See Section 2.2 “Glossary”).2 “Glossary”). Integration with Oracle Purchasing (See Section 2.5.5. Quote comparison (See Section 2.15 “How do I close a negotiation before its scheduled close date and time”).13 “How do I download a spreadsheet and respond offline”). Real-time status updates Notes and attachments (See Section 6.

2. ensuring the integrity of the submitted RFQ items. The Unseal Date is the date when the buyer unseals the unlocked RFQ allowing the suppliers to view the quotes as well.3.3. you can submit multiple quotes within the same round. 1. but you must enter the weights and scores for an item's scored attributes online.3 Can I cancel or retract my quote? No.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. It is the RFQ buyer's reference and review currency. You can contact the buyer who created the RFQ and ask to have your quote disqualified. Quote Currencies Additional currencies in which quotes will be accepted.Oracle Sourcing Help 1. Quotes are converted to the RFQ currency for quote review.3.2. but quote disqualification is at the discretion of the buyer.2.3 Frequently Asked Questions: RFQs 1. 1. This allows you to create your multi-line RFQ quickly. Suppliers can choose the Quote currency in which they will place their quotes.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.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.3.3. 1.2. Page 30/209 . An RFQ buyer can setup an RFQ to accept quotes in multiple currencies by selecting the RFQ currency and then identifying any Quote currencies in which quotes will be accepted. you can upload items using a spreadsheet. In a Multi-Attribute Weighted Scoring RFQ.2.2 Can I submit multiple quotes per round? If allowed by the quote controls. The system validates the data. 1.2. You can prepare your list of RFQ items offline and upload the completed spreadsheet.

This is one of the feature of RFQs and mirrors the general off-line behavior of this negotiation model.Oracle Sourcing Help 1. You can invite suppliers by selecting them from the supplier master list. the Promise Date is optional. 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. In all other cases.11 Can I invite additional suppliers to subsequent rounds of an RFQ? Yes.3. During the upload. 1.3. Downloading the RFQ contents allows suppliers to quickly respond. See How do I invite suppliers to my RFQ or auction? for details on identifying contacts. the Promise Date is required only if the RFQ uses multi-attribute weighted scoring and Promise Date is one of the scored attributes.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.3. 1.2.3. completing multiple item attributes.2. Page 31/209 . spreadsheet items are validated to ensure the integrity of the submitted quote.9 Is an RFQ always blind or sealed and why? An RFQ is always either blind or sealed.2.2.3.2. In an RFQ whose outcome is a blanket purchase agreement. you can enter the address in the Additional Contact Email field during negotiation creation.8 What is the Promise Date. When creating additional rounds for an RFQ. you can invite additional suppliers by using the same process employed during the initial RFQ creation. Once the supplier has provided you the email address. 1. Suppliers complete the quoting process by uploading the spread sheet back to the system. you can enter a Promise Date to differentiate your response from other competing responses.6 What is the most efficient way to quote on many line items in an RFQ? If an RFQ consists of many line items. When Promise Date is an optional response. 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. Promise Date is an required field. 1. 1.7 How can I view the quote values for all the price elements of an RFQ item? You can view the quote values for an item's price elements from the Negotiations Summary page.

3.3. Once the buyer has unlocked and unsealed the quotes. On the Start New Round page. 1. 1. you cannot see either the name of the respondent or the details of the bid until you unlock the RFQ. however. you can manually close your RFQ earlier than the original close date/time.15 How do I start another round of quoting in an RFQ? Once an RFQ has been closed. 3. can I see who is bidding? In a sealed RFQ.13 Why can't I see the graphical monitor in a sealed RFQ? While an RFQ is sealed.2. none of the details are available for viewing by any suppliers.2.Oracle Sourcing Help 1. On the Negotiations Summary page.12 In a sealed RFQ.14 Can I close my RFQ earlier than the original close time? If you select the Early Close option when specifying quote controls. 1. 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 . select Close Early from the Action menu to close the RFQ.3. you can start another round of quoting. Select Start New Round from the Action Menu. 1. you can use the Graphical Monitor to view quotes.2.2. 2.3. you can see how many quotes are being placed. Use the negotiation number in the Search Negotiations fields on the Negotiations Home page to access the negotiation.

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 .1. Steps in the auction process include: 1. Auctions last for a set period of time. quantity and item-specific attributes. 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. Because most auctions are open for short periods of time. Negotiations allows buyers to establish either public or private auctions to meet the specific needs of buyers. Responding to the auction (See Section 5.2.Oracle Sourcing Help 1. flexible auction capabilities to buyers so they can efficiently obtain the best possible price for goods and services.3. Auctions allow real-time interaction to drive dynamic prices based on information that extends beyond price to include lead times. although the close time can be extended manually or automatically based on last minute bids.3 “How do I respond to a negotiation”). Auctions are typically focused on creating competition between bidders.1 “How do I create a new negotiation”). such as office furniture or memory chips.4 Getting Started with Auctions Getting Started with Auctions Auctions offer complete.The buyer defines the auction and includes all the auction item information.1. typically a matter of a few days. 2.2.16 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 business terms and conditions and intended bidders. Creating the auction (See Section 2.

Power bidding (See Section 5.11 “What are response controls”). Proxy bidding (See Section 5.1. blind or sealed (See Section 6.2.1. Reusable attribute lists (See Appendix 7. Capture Total Cost (See Appendix 7. 3. Auction features include: Auction templates (See Section 2. bid quantity. 4.4 “How do I create and edit a reusable invitation list”). Page 34/209 .1. Manual extend (See Section 2. Autoextend feature (See Section 2.5 “How do I use price elements”).2 “Glossary”).6 “Why are some RFQs and auctions associated with a sourcing event”). bidders are immediately notified of the auction results via online notifications.12 “What is power bid”). Sourcing Events (See Appendix 7.3 “How do I create and edit negotiation templates”).1.4.1.4. The buyer analyzes the bids and awards the auction based on the price. and how do I use them”). Monitoring the bid responses (See Section 2.1.3. Multiple Auction styles: open.1.3.7 “What are reusable price elements and how do I create them”).11 “What are response controls”).The buyer and all other participants can monitor the real-time activity during the auction and take action as necessary.11 “How do I extend a negotiation that is in progress”) and early close features (See Section 2. Attribute based bidding (See Section 5. Evaluating and awarding bids (See Section 2.5.2.8 “How do I use item attributes and price elements when responding to a negotiation”).4 “How do I award business in an RFQ or auction”). bid attribute value(s). Reusable invitation lists (See Section 2. If permitted by the auction rules.10 “What is proxy bidding and how does it work”).2.1.1 “How do I create an attribute list”). Price elements (See Section 2. bidders can view competitive bids during the auction. Once the auction is completed.1.1.15 “How do I close a negotiation before its scheduled close date and time”). Price breaks (See Section 2. Minimum Bid Decrement/Increment (See Section 2.4.1.Oracle Sourcing Help auction items and submitting bids online.7 “What are price breaks.2 “How do I monitor the negotiations I have created”).

4 “How do I award business in an RFQ or auction”).5 “How do I use the Graphic Monitor to compare competing quotes or bids for a particular negotiation line”).1. RFQ.4 “How does Oracle Sourcing use information in Oracle Purchasing when AutoCreating draft sourcing documents”). Integration with Oracle Purchasing (See Section 2.2 “How do I monitor the negotiations I have created”).5.1. Bid comparison (See Section 2.4.16 “How do I cancel a negotiation”) and Disqualifying bid (2. Purchase order generation Real-time status updates Bidding online (See Section 5. Page 35/209 . (See Section 2. Online or offline awarding capability (spreadsheet awarding). (5. Graphic Auction Monitor (See Appendix 7. Monitoring bid activity (See Section 2.4.9 “How do I disqualify responses I receive for an RFI.1.6 “How do I submit a response online”) and offline (spreadsheet bidding).1.4.5 “How do I use the Graphical Monitor to view responses to items in my negotiation”) Notes and attachments (See Section 6.2 “Glossary”).13 “How do I download a spreadsheet and respond offline”). or auction”).5.Oracle Sourcing Help Canceling auctions (See Section 2.

2. The start price is the maximum price in a RFQ or auction at which bidding (or quoting) for one unit of the the item will start. All registered users in a company can bid on the same auction.3 Why isn't there a target price for every item? Target price is an optional value.5. The auction to which they are responding is not owned by their company 2.4 “Why can't I access some pages.2. but only the buyer can see the identity of the bidder.5.5.2.2 What is the difference between Quote/Bid start price and target price? When creating a new RFQ or auction. The bid controls for this auction allow multiple bids per round . 1. someone else at your company can award an auction created by you. Note: Two people from the same cannot quote in the same RFQ.2.6 Can two people from the same company bid on the same auction? Yes.1 What are the different auction styles? The buyer can choose from three types of auctions: Open: everyone can see the bid content. You can elect to display the target price to participants. 1.5.5.5 Can someone in my company award an auction that I create? If granted the appropriate authorization.5. The buyer can also choose to display the target price to the bidders for reference. They have the appropriate function security (See Section 6. 1. 1.2. buttons.2. and 3. or task bar options”). Buyers are not required to designate a target price for every item. Everyone can see the bid content once the auction is unsealed. you can optionally set a bid start price (quote start price for an RFQ) and target price for every item in the RFQ or auction.4 What is the target price used for? The target price is mainly used for internal performance analysis for the buyer. links.Oracle Sourcing Help 1. The buyer can see the bids once the auction is unlocked. Blind: Only the buyer can see the bid content Sealed: Neither the buyer nor the suppliers can see the bid content until the auction closes.2. Page 36/209 .5 Frequently Asked Questions: Auctions 1. 1. provided that: 1. The target price is the price you hope to pay for one unit of an item.1.

2. or auction has closed.Oracle Sourcing Help 1. RFQ.2. none of the previous responses submitted are available for awarding. can they view each other's bid details? Depending on the auction style. you might want to send invitations to increase specific suppliers' awareness of your RFQ/auction and encourage participation. 1. When you invite a supplier (See Section 2.5.1. However. Page 37/209 .2. why would I invite suppliers to participate? For a public RFQ/auction.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) 1.9 How do I initiate a new round of quoting or bidding? After your RFI. that supplier receives an e-mail notification about your RFQ/auction.8 If my RFQ/auction is open to all suppliers. and your RFQ/auction appears in that supplier's "Open Invitations" list of invitations. you can initiate a new round of responding if you set the controls to allow multiple rounds of responses (RFQs always permit multiple rounds of quoting). you are not required to send invitations to any suppliers.5.7 When two respondents from the same company place bids. After you initiate a new round of responding.1.13 “How do I invite suppliers to participate in my negotiation”) to participate.

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

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

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

5. Manual Extend allows you to manually extend your auction close date/time before the auction closes. 1. AutoExtend extends the duration automatically if new bids are received in the closing minutes of the auction.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.2.2. When the bid control "No .5. You can specify whether the auction is extended from the original close time or from the time when the winning bid has been received.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. best bid" is selected for a multi-round auction.11 Can a bidder retract a bid? If a bidder has submitted. 1.12 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. Bid disqualification. no other user at the same company can bid.Oracle Sourcing Help 1.A bidder must submit a single. a company can place one bid in each round when being invited to that round Page 41/209 . once one user at a company responds. You can also define the total number of auto extensions and the extension period. 1.2.2. When the buyer hides scores/weights.16 What is a Single Best Bid? A Single Best Bid is a response to an auction that allows only one bid per company.2. that is.5. is up to the discretion of the buyer. The response is at the company level.5.2. Bidder B receives the higher rank because the proxy bid was created by the system after Bidder B's bid.5. 1. For example.13 Why are display-only attributes not visible in the Bid Compare page? Display only attributes are used to convey information to bidders. 1. if Bidder B bids triggering a proxy bid for Bidder A and the resulting bid results in the same Price to Total Score ration. the bidder can contact the buyer and ask to have the bid disqualified.5. however. Bidders cannot respond to display only attributes so there is no value for comparison. the bidder can only view the resulting Price to Total Score for a bid.

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

00 with a score of 90 for the item. Supplier A's proxy will only be triggered again if there is a bid with a price lower then USD 84. You may need to cancel the proxy bidding process to redefine attribute information to improve your price to total score ration. Supplier identities are never revealed to other bidders. Page 43/209 .19 Can a bidder see the names of the other bidders? Bidders cannot see other bidders' identities.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. Supplier B then bids USD 94. This bid (84/90) is now the winning bid. Therefore. Since Supplier B's bid price is less than Supplier A's bid price.00.00 with a score of 100 for the same item. And since Supplier A's proxy minimum (75. Supplier A places a bid of USD 95.5. This bid (94/100) is better than Supplier A's bid (95/90). To avoid these situations. Supplier A's proxy is not triggered. but since Supplier B's bid price is still higher than Supplier A's bid price. since proxy bids are generated based only on the price of the competing bid. a proxy bid decrement of USD10. Now Supplier B's bid (92/100) is better than Supplier A's bid (84/90). a bid can be beaten based on the Price to Total Score ratio without triggering a new proxy bid.00.5. he cannot modify any attribute responses to try to improve his score.Oracle Sourcing Help 1. For example.00) has not yet been reached. 1. you may need to closely monitor Multi-Attribute Weighted Scoring auctions which also use proxy bidding. Supplier B's bid is the winning bid even though the bid price is higher. Supplier B then places another bid of USD 92.2.00 and a proxy minimum of USD 75. However. Supplier A's proxy is triggered to place a new bid of USD 84.2. not just the bid price.00.00.

1. and how do I use them in my negotiation”) Invite Your Suppliers (See Section 2.11 “What are response controls”) Enter Your Terms and Conditions (If Oracle Procurement Contracts is bought and licensed) (See Section 2. Define Your Response Controls (See Section 2.1.9 “How do I add lines to a negotiation”). Therefore.4.2 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. This allows you to return to the creation process at a later time or have multiple people working on the same negotiation.1. RFQs.1 Creating Negotiations 2. 2.13 “How do I invite suppliers to participate in my negotiation”).1.6 “What information must I provide to create my negotiation header”).1. RFIs can be taken to multiple rounds until the buyer has enough information to identify supplier(s) with which to deal.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. and buyer's auctions). You can create a negotiation and save it as a draft before submitting it.7 “What are contract terms and conditions. Enter Negotiation Lines (See Section 2. RFIs are used more for gathering information on goods and service provided by a supplier than to lock in particular price information.1 Creating RFIs. the information contained in the RFI can be copied into an RFQ or buyer's auction. RFQ. Help for Sourcing Buyers 2. You can also create new negotiations quickly by applying a negotiation template.1.1 How do I create a new negotiation? Use the instructions on this page to create Sourcing negotiations (RFIs. RFQs.1. Page 44/209 . At the conclusion of the RFI cycle. o If you have previously created an RFI.Oracle Sourcing Help 2.1.1. or auction. There are four main steps to creating a new negotiation: o o o o Create Your Negotiation Header (See section 2.1.1.1. you can save time by copying an existing RFI/RFQ/Auction. and Buyer's Auctions 2.1.

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

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

The table below shows some of the operations available Sourcing Buyers and Sourcing Suppliers by using Quick Links. Simply clicking the link takes you to the page where you initiate the operation. 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 2.1.1. Once you have identified the requisitions in which you are interested. one-step access to your most commonly performed Oracle Sourcing tasks. The AutoCreated document is assigned a document number. The backing requisition information is carried over from Oracle Purchasing and used throughout the creation process.1. you can search for requisitions according to different attributes such as item or category and include them in a single document.1. You can use this number to access the document in Oracle Sourcing and to Page 47/209 . When using AutoCreate.4 How does Oracle Sourcing use information in Oracle Purchasing when AutoCreating draft sourcing documents? If your Oracle Sourcing system is integrated with Oracle Purchasing.3 How do I use Quick Links? The Quick Links section of the Negotiations Home page provides easy.Oracle Sourcing Help 2. The links are organized by task and negotiation type so you can find the link for the task you wish to perform. you can use requisition information in Oracle Purchasing to create a draft sourcing document that you can then access and edit. AutoCreate uses the requisition information to create a Buyer's Auction or Sourcing RFQ. 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.

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

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

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

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

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

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

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

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

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

or edit a draft negotiation. to a multi-currency negotiation.Oracle Sourcing Help o If you accept the default. The new price precision applies only to the suppliers to whom you assign it. o o o 2.1. If you select a specific response currency for a supplier. 4. Click Go. 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. No other suppliers may respond in that currency unless you also associate that response currency with them. 2. From the navigation bar in the top left corner. each in a different currency. and how the line will be added and click Go. Line ranking is not performed in RFIs. Any. 3. Continue creating your negotiation. However. provide the following information." To add lines online: 1. select how the line will be ranked. Your other option is to load the line information using spreadsheet upload. you must identify the goods or services you want to purchase or for which you want quotes. *Indicates a required field : Page 57/209 . 2. if a user submits a rebid.9 How do I add lines to a negotiation? When you create a new negotiation. The spreadsheet is useful if you are adding a large number of lines. If you wish to score and weight your lines. how the ranking will be displayed. To add a line using the online system. accept the default value of Online from the Add Line drop down menu. the supplier can only submit a response in either that currency or the negotiation currency. If the response currency you select for a supplier is not on your currency list. If you selected User Specified Rate in "Step 2: Defining Business Terms and Conditions. select Multi-Attribute Scoring as the Ranking type.1. that response currency is available to that supplier alone. click "Lines. You can enter lines online or bulk load lines from a spreadsheet. On the Create: Lines page. On the Lines: Create Line page. the follow-up bid must be in the same currency as the initial response. Multiple users in a supplier's organization can submit several initial bids. 3. Select a price precision for the response currency." enter an exchange rate for the response currency you selected in the previous step.

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

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

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

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

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

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

add notes or attachments to the supplier. They can view the negotiation's details but cannot place responses. Continue defining your negotiation . 3. *Close Date Use the pop-up calendar to select the date/time when the negotiation will be closed. Page 64/209 . make sure you select a general services. Provide the line with a description and select a Category value.1. the negotiation can be closed prior to the defined close date. the default time value the system uses is the time when you entered a value in the field. Once closed. participants. fixed-price line type. or Buyer's Auction. After you have entered the negotiation header. and added line(s). 5. 2.11 What are response controls? When you create a new RFI. no further responses may be accepted. open and closing times and many other variables. RFQ. You must have created your negotiation header before you can create negotiation controls.1. When you extend a negotiation you specify the new close date. *Open Date Use the pop-up calendar to select the date/time after which all eligible suppliers are allowed to participate in the negotiation or choose to open the negotiation immediately. 4.Oracle Sourcing Help To define a general services fixed-price line 1. responding frequency. Preview Date Use the pop-up calendar to specify a date/time after which the negotiation information can be accessed by potential suppliers. If you allow the control manual extend. and then click Go. If the sourcing document you are working on was AutoCreated using requisitions in Oracle Purchasing. Follow steps 1 and 2 above. 6. 2. You can edit the value to change the time if needed. On the Lines: Create Line page. the time limit for the negotiation can be extended past the original close date. Finally. click the "Controls" link to access the Create Controls page for that negotiation. If you allow the control manual close/close early. Note that for fields where you enter a date and time. Complete the following fields as appropriate for the negotiation type. Create attributes as needed to solicit additional information for this line. you set response controls to determine the negotiation length.

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

rebids must decrease by a minimum amount. For example. but will be applied to the supplier's current bid price. Use numbers.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. with AutoExtend set to start at the current scheduled auction close time. for example. the negotiation cannot be closed until the close date and time specified above. the decrement percentage will be calculated based on a supplier's original bid price. bid decrement = $100 Bidder A's original bid = $1. bid decrement = 20% Bidder B's original bid = $1.000 Bidder A's second bid = $900 Bidder A's third bid = $800 Bidder A would not be allowed to submit a fourth bid of $750 (this is less than the minimum bid decrement of $100) Auction #2234. If you specify your bid decrement amount as a percentage. and a new winning bid is received in the final Page 66/209 . For example: Auction #1234. When a negotiation is extended. Allow AutoExtend based on the settings below You can have your auction automatically extended if a new winning bid is received during the final minutes of your auction. You can enter either a straight amount or a percentage by which bids must improve. if you enable an AutoExtend of 30 minutes. That is. "10. Otherwise." Note: A bid decrement amount will always be applied to a supplier's current bid price.Oracle Sourcing Help If you have allowed suppliers to submit multiple bids. you enter a new close date and time. you can specify that they must submit rebids that are better than their current bid price by a specific minimum amount. Allow manual extend when the negotiation is open You can choose to allow a negotiation to be extended.

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

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. Lines to AutoExtend You can extend bidding for all auction items. a notification is sent to the negotiation creator. This ensures that. You can require the approval of the award recommendation by clicking the "Require award approval" response control on the Controls page while creating your negotiation. 2.1.1. which the approver can accept or reject. If the approver rejects the decision. The AutoExtend period is determined by the length of each AutoExtension (see above).12 Can I ensure that an award recommendation gets approved before I generate its purchasing document? It may be the case that one or more approvers must review and sign off on your award recommendation before you can generate its associated purchasing document. a notification is sent to the next approver in the approval chain. Number of Extensions Select a value from the drop down menu to set the maximum number of times the auction can be extended. once created. The approval cycle continues until all the required approvers have viewed and approved the decision. For example. 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. Once the decision has been approved. if you specify that each AutoExtension is 20 minutes : o o Each AutoExtension will last for 20 minutes after the start time you specify. the purchasing document will not need to be changed in the future. or only for those items that receive winning bids during the AutoExtend period. Once you have saved your award decisions. a notification is sent to the creator who can then begin generating the purchasing document. If the approver allows the decision. Page 68/209 . This setting also determines the end-of-auction window (the AutoExtend period) during which a winning bid triggers an AutoExtension.

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

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

and how do I use them? Line attributes enable a buyer to define multiple line-specific attributes. Click the appropriate link under the Create area of Quick Links on the Negotiations Home page. RFQ. Line attributes can then also be weighted to indicate the relative importance of a single attribute among the other weighted attributes. All suppliers will be required to acknowledge the amendment and resubmit their responses to be eligible for award.1 How do I use negotiation templates? You can use a document template of a specific type (RFI. select the template and click Apply to create a new negotiation with this template. 3. See How do I create and edit negotiation templates? for instructions on creating negotiation templates. the buyer can score attribute values to indicate the relative preferability of different responses. but also to other features and performance characteristics of each line.2 Templates. Draft amendments are available on the Negotiations Home page if you click Drafts in the Manage Quick Links section. or auction) to create a new document of the same type. 2.2 What are line attributes and attribute lists. no new responses can be received on the previous negotiation. Page 71/209 . allowing respondents not only to respond to the price. Spreadsheets and Lists 2. quality. or delete any of the negotiation information provided by the template by proceeding through the steps of creating a negotiation. 2. and delivery. 8. If you have approvers identified on the Collaboration Team on the Create Header page. Approvers will receive notification that they need to approve the amendment.Oracle Sourcing Help 7. You can add to. On the results display.2. When creating a negotiation. On the Create: Header page. Search for and select the template you want to apply. Once approved (or if approval is not required). you can submit the amendment for approval by clicking Submit for Approval on the review page. To use a sourcing document template: 1. You can review the new changes compared to the current active negotiation by clicking Review. These attributes may either require a response or no require a response from the supplier.1.1. The buyer can define unique line attributes. You can save the amendment as a draft at anytime during the creation process if you click Save Draft. the Submit button changes to Publish. edit.2. click Apply Template. 4. 2.1. Once you click Publish.

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

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

If you wish to add more suppliers to your list. On the Edit Invitation List page. click Apply. You can also add or delete suppliers. For a supplier with multiple sites. you can add an entry for each site for that supplier if you choose. 6. then click Edit. you can choose a specific supplier site to associate with this list (Supplier Site is another term for Address Name). the system uses the following hierarchy to determine which category value to use: 1. The value specified in the spreadsheet. including change the access and status. When you have finished adding suppliers.2.Oracle Sourcing Help Sourcing Super Users or users with the Manage Invitation Lists job function can create. 3.6 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. If the supplier you selected has multiple sites defined in the system. The value defined for the RFQ/Auction template. update your list description. click Submit. 5. If you are have the Manage Invitation Lists job function." then search for suppliers to add to your invitation list. edit. Click "Add Suppliers. or 2. any attributes/price elements defined for the template are added to any attributes/price elements you define via the spreadsheet. If the template and spreadsheet have conflicting category values.1. Click "Invitation" under the Reusable Lists area of Quick Lists on the Negotiations Home page. 2. you can edit public lists. 7. and manage public invitation lists. Page 74/209 . 4. Search for the list you wish to update. When you are finished. find your list. To edit an invitation list you have created: 1. 2.5 What happens to the item category when I create a negotiation by applying a template and using spreadsheet upload? A buyer can apply a predefined template to the RFQ or auction in creation Step 1 and then use the item creation by spreadsheet capability to upload details on multiple items in Step 3. On the search results page.1. 2. and access as appropriate. status. Select the supplier(s) and click Add to Invitation List.2. 4. 5. 8. click "Add Suppliers" again and follow the perceiving instructions.

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. In addition.3 Item Attributes.1. For example. If there are duplicate attribute/price elements between the template and the spreadsheet. Adding these as required item attributes that are displayed to bidders can customize your negotiation items to your specific industry. Line attributes define 1) unique specifications that you set for a negotiation line.1. the attribute/price element specified by the template. When the buyer adds the line (vehicle) to the auction. For example. Price Elements. Line attributes can call attention to industry-specific characteristics. Attribute Scoring. 2. using an attribute to define this specification calls attention to the specification.3.000 miles on the odometer. the buyer can add an attribute called "mileage" to specify that the bid item must have fewer than 12. The attribute(s) are added to that line only.1 What are line attributes. the precedence is: 1." Metal industry negotiation items can include "grade of metal" as an attribute. the attribute/price element specified on the spreadsheet 2.3. RFQ. and your spreadsheet upload includes two items. retail industry negotiation items can include such attributes as "color. if the buyer marks this attribute as required. you may choose to add one or more line attributes to that line.1. Page 75/209 . see "How do I add attributes to my negotiation lines?" 2. While the buyer could enter this information in the auction line description. and why would I add them to my negotiation lines? When you add a line to a new negotiation (RFI. and Price Breaks 2. For more information about how to add line attributes to your negotiation items. and do not apply to all lines in the negotiation. then bidders must enter the mileage of any bid." "style.2 How do I add line attributes to my negotiation? You can add multiple line attributes to any line in your negotiation. item A with four attributes/price elements. and 2) the details that a participant should provide when responding to that negotiation line. a buyer can create an auction to buy a fleet of 12 vehicles for a delivery service." and "SKU number.Oracle Sourcing Help For example. and item B with two attributes/price elements. if there are three attributes/price elements for your template. 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. auction).

Oracle Sourcing Help

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

o

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

o

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

o

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

o

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

o

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

o

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

Oracle Sourcing Help

o

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

o

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

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

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

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Oracle Sourcing Help

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

Oracle Sourcing Help

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

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

Oracle Sourcing Help Quantity Quantity Need-by Date Need-by Date Need-by Date Color Color < 1000 > 1001 < 31/10/2002 01/11/2002 . the price to total score ratios for the following two possible responses are calculated as shown.31/12/2002 > 01/01/2003 Red Blue 60 100 100 80 50 100 75 Given these definitions. Response 1: Attribute Quantity Need-by Date Color Price Response Value 980 15/11/2001 Blue $250 Total Score: (60 * 50) + (80 * 30) + (75 * 20) / 100 = 69 Price to Total Score Ratio: 250 / 69 = 3.62 Response 2: Attribute Quantity Need-by Date Color Response Value 1200 05/01/2002 Red Page 80/209 . and Response 2 would be designated as the best response even though the bid price for Response 2 is higher.

When the page refreshes. 4. 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.Oracle Sourcing Help Price $300 Total Score: (100 * 50) + (50 * 30) + (100 * 20)/100 = 85 Price to Total Score Ratio = 300 / 85 = 3.53 2.3. click "Lines" in the navigation bar in the top left hand corner. PPM Defect Rate. To enter a line attribute. Select a ranking method if the Sourcing Super User has set the system up to allow you to change ranking methods. Grade). See Can I base my award decision on attributes other than just price? for an explanation of how weights and scores are used to determine the best response. Make sure you select Multi-Attribute Scoring from the Ranking menu.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. Groups are used for categorizing attributes. enter your line attribute information. 5. However you may want to consider supplier responses to other line attributes in addition to price being offered when determining the best response. and you do not wish to use the default. See What are line attributes? for information about defining line attributes. o Group Select one of the predefined attribute groups. navigate to the Attributes table and click Add Another Row. o Attribute Type Page 81/209 .1. See "What information must I provide to describe my negotiation header"? After you have defined the negotiation header. Select Online from the menu and click Go. The system can then include the suppliers' responses to your line attributes when calculating the best response. On the Lines: Create Line page. 2. To use weighting and scoring when defining a negotiation: 1. *Indicates a required field: o *Attribute (up to 240 characters) Name your line attribute (for example: Mileage. You can accomplish the by specifying weighting and scoring values for your line attributes. On the Create: Lines page.

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

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

the supplier's response values for fixed-amount type price elements cannot be converted to a unit price. freight charges or import duty fees. 2.6 What are Reusable Price Element Lists. You can create new price element lists or edit existing lists. 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. You must be assigned the Create Reusable Price Element Lists job function to create these lists. Click the Price Element link under Reusable Lists on the Quick Links section of the Negotiations Home page.1.3. 2. or discrete costs such as shipping fees. Take into account any additional costs or charges when considering outsourcing a project. Identify hidden activities or "cost drivers" to facilitate improved analysis and decision-making.Oracle Sourcing Help o To set the weights for all attributes equally. Buyers can specify when they create the negotiation how much they anticipate paying for these additional costs. For example.5 How do I use price elements? Price elements allow a buyer to identify additional costs associated with a particular negotiation line. Note: If the negotiation outcome is a blanket purchase agreement. Price elements allow you to: Identify suppliers with the lowest total cost per line not just the lowest item price. Support supply chain operations more efficiently by recognizing and analyzing how one organization's performance and costs affect another organization. for example. Page 84/209 . click Equalize Weights. This is because in the absence of a line response quantity. the supplier's response prices to the price elements will not be rolled up into the line total price. If there are an odd number of attributes. which is required to compute a total unit price. you can apply that price element list to any negotiations (RFQs or auctions) containing items to which those price elements are applicable. Such costs could include services such as training or consulting.3. These costs can then be negotiated between a buyer and supplier just like the item price. the system will assign weights as equally as possible. To create a new price element list: 1. you might create a price element list identifying normally expected transportation costs. Once you have created a price element list.1. Or you might create a list that identifies additional services such as consulting or training that will be required by a particular negotiation item.

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

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

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

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

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

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

You have the choice of canceling only the event or canceling the event and all negotiations associated with it as well. or promise date 2. You can then start associating negotiations with it. You may want to create a sourcing event if you need to monitor several related negotiations as a group rather than individually. you can associate negotiations with the event while creating the negotiation on the Create Header page. To see event details. click the event number link. 4.Oracle Sourcing Help Using price elements Price elements identify additional item costs beyond just price. 2. Once the event is created. 3. To create a sourcing event: 1. delivery location. On the Create Event page. 2. and an inactive date. enter a title.1. Page 91/209 . Click OK. This takes you to the Manage Events page. 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. 3. Your event is opened as soon as it is created. Such costs could include service related costs such as training or consulting services. Using price breaks You can define price breaks on which you can then negotiate with your suppliers to develop a pricing structure based on item quantity. You may also want to create an event if you want to encourage respondents to participate in multiple. click Cancel. You can continue to associate negotiations with the event until the event's inactive date is reached. To use events.4. description. Click "Event" under the Create area of Quick Links on the Negotiations Home page. To cancel an event." Note that any draft negotiations associated with this event are not shown. similar negotiations. select the event and click "View Negotiations. you first create an event. To manage a sourcing event: 1.2 What is a sourcing event? A sourcing event is group of related negotiations. To see the negotiations associated with the event. You can continue associating negotiations with the event until its inactive date is reached.

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

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

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

4. On the Create Deliverable page define your new deliverable. Search for and apply a contracts template. If you have both the Manage Draft Sourcing Documents and the Unlock Draft Sourcing Documents. This is a useful authorization for an administrator to have in case a draft needs to be edited. but the buyer has locked it and is subsequently unavailable. Click the Deliverables subtab and check that any deliverable already defined to this template is applicable for your negotiation. will have commitments to fulfill. To add a new deliverable. you can perform whatever tasks are allowed by your function security. Note: The Sourcing Super User. are classified as deliverables. they might define other internal tasks that contribute to the overall execution of the contract. If you are a collaboration member not restricted to view-only access. by default. 2. If you are a collaboration member with view-only access. besides products and services bought or sold. You can update a deliverable if needed or delete it altogether 4. you can edit any drafts that are not locked. If Oracle Procurement Contracts is implemented. 3. Anyone with the Manage Draft Sourcing Documents function can access and edit drafts created by others at the same company. If you have this function and access the Manage Draft Negotiations page. as part of the contractual agreement. click Add Deliverable. you can view the draft but not edit it. under the terms and conditions of the contract. click Contract Terms in navigation bar in the top left of the page. is authorized to manage and unlock drafts. Additionally. you can unlock and edit other's drafts from the Manage Draft Negotiations page. 2. 5.1. See the Oracle Procurement Contracts online help for instructions on defining deliverables. For private negotiations: You must be the negotiation owner or a collaboration team member working on the negotiation to access the draft. you can create a deliverable and assign it to a negotiation.Oracle Sourcing Help Anyone with the Edit Draft Sourcing Documents function can access and edit draft negotiations AutoCreated from Oracle Purchasing. Page 95/209 . To create a deliverable for a particular negotiation: 1. for example. In addition to the contractual commitments that businesses need to fulfill.5 How do I create a deliverable and use it in a negotiation document? Businesses enter into contractual agreements with their trading partners and. On the Create Header page. anyone with the Unlock Draft Sourcing Documents function can break a lock on a draft but not access it for editing or submission. The commitments on the contracts. on vacation.

Clicking Copy places you on a new Create Header page with the existing information inserted. Verify your negotiation information. After you have finished defining your deliverable.Oracle Sourcing Help 6.6 How do I copy a sourcing document? You can copy sourcing documents that you or any other users in your organization have created. RFQ. 5. 3. click Review. Edit your new negotiation by continuing through the creation steps. You need the Manage Contract Terms responsibility to create and maintain contract terms on negotiation documents.1. or auction). 4. conditions. 2. On the Create Negotiation page. click Contract Terms in the navigation bar at the top left side of the page. Note that you will have to specify new Open Date and Close Date values 6. When you have finished creating your new negotiation. and deliverables are available if Oracle Procurement Contracts is implemented). Note that most of the information you defined previously is carried forward into the copy. then click Submit for Approval if approvers are specified for this negotiation.7 What are contract terms and conditions. This includes any contract clauses or deliverables (terms. To apply contract terms to your sourcing document: 1. 2.4. You can use contract terms to specify legal and other requirements for your negotiation. click Apply. Once you have found the negotiation you are interested in. and how do I use them in my negotiation? If Oracle Procurement Contracts is installed and licensed. you can create contract terms and apply them to your negotiation. otherwise click Publish to open it for responding. Page 96/209 . Click "Copy" under the Create section of Quick Links on the Negotiations Home page. you can define your next deliverable. If there are multiple deliverables to define.1. Once the page refreshes. You can copy an existing document to create a new document of the same type (RFI.4. Search for the negotiation you want to copy. To copy an existing negotiation: 1. 2. You need the Contracts Terms Library Administrator responsibility to create and maintain clauses and contract templates in the Contract Terms Library. click the Copy icon at the right of the page. you can click Apply and Create Another. You can click the negotiation number to see details about the negotiation. Using contract terms is an easy way to create and maintain standardized contract text which can be customized as needed.

3. 6. You can edit the clauses applied by the template as needed. Select Validate from the Actions menu to verify the validity of the contract terms you are defining. Once the new draft negotiation has been created.Oracle Sourcing Help 2. This includes all the other tasks such as creating your header. Or you may need the name of a contact who can answer questions you have about the negotiation line. or clicking Review to inspect the negotiation prior to publishing it. To view the backing requisition information during negotiation creation: 1. On the Requisition Summary page. click the requisition number link. continue by either clicking Suppliers to define a supplier invitation list. you may need to view the demand linked to a particular negotiation line. you may wish to view the requisition line information for the lines that AutoCreate carried over from Oracle Purchasing. After you have created your header by adding a title (and adding/modifying any other information) clicks Lines in the top left navigation bar. you must correct them and validate again. adding any additional lines. specifying negotiation controls. 2. You can see this line information on the View Requisition Line Summary display. When you have completed your contract terms. 4. and possibly inviting suppliers. Click Apply Template. The Requisition Line Details page displays information in the following areas: o Requisition Page 97/209 . Along the way. 4. 2.8 How do I view the backing information for lines AutoCreated from Oracle Purchasing? You can use the AutoCreate feature of Oracle Purchasing to use existing requisition information in Oracle Purchasing to create an RFQ or auction in Oracle Sourcing. If you receive any error messages. The Create Lines page displays any lines AutoCreate created using requisitions in Oracle Purchasing and allows you to create additional lines if necessary. You can add. click the requisition number link to view detailed information on the line. you can access it and continue creating your negotiation. 5. 3. delete or modify text. For example. and then click the Details icon. 5. See the Oracle Procurement Contracts online help for instructions on modifying clauses. For AutoCreated lines. On the Create Contract Terms page. search for and select a contract template from the list of values. See the Oracle Procurement Contracts online help for information on using contract templates.4.1.

This includes the entire life of the sourcing document from the initial creation to the award process. Click the number link in the Line column. The possible values are defined in Oracle Purchasing.10 How do collaboration teams work? When creating a negotiation. This takes you to the Requistion Detail page. For example. click the Lines subtab. When you create a negotiation.1. If you select a line type that is amount based. 3.1. This takes you to the Requisition Summary page. click the number link in the Requisition column. you can specify that an item is amount based by selecting an amount based Line Type value. but more of a service or activity. A category value may also appear if your administrator has defined a default category for that line type. Such activities can be negotiated by using amount based line types. For the line whose requisition information you wish to view. From the negotiation summary page. the quantity and unit of measure defaults to the values defined by your administrator and is display only. Buyers can optionally grant full access to some team members while restricting others to read-only access. Each member can be assigned specific tasks. and creating document outcomes.4. Page 98/209 . awarding business to supplier.9 What are amount based line types. 2. Access the negotiation. Such tasks could include defining the item attributes. you might need to negotiate training or consulting services.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. and how are they used? Sometimes the item you need to negotiate is not a number of discrete units.4. 4. and some team members may be required to approve the final document before delivery to potential suppliers. buyers can nominate collaboration team members to participate in the creation and administration of the sourcing document. 2. inviting additional suppliers. 2.

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

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

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

you can create a deliverable and assign it to a negotiation. click Contract Terms in navigation bar in the top left of the page. 5. click Apply. Page 102/209 . you can click Apply and Create Another. they might define other internal tasks that contribute to the overall execution of the contract.Oracle Sourcing Help 2. besides products and services bought or sold. If Oracle Procurement Contracts is implemented. as part of the contractual agreement. are classified as deliverables. you can define your next deliverable. You can update a deliverable if needed or delete it altogether 4. On the Create Deliverable page define your new deliverable. In addition to the contractual commitments that businesses need to fulfill. Search for and apply a contracts template. 2. If there are multiple deliverables to define. 6. click Add Deliverable. After you have finished defining your deliverable. To create a deliverable for a particular negotiation: 1.2. The commitments on the contracts.1 How do I create a deliverable and use it in a negotiation document? Businesses enter into contractual agreements with their trading partners and. 3. Once the page refreshes.2 Using Oracle Services Procurement and Oracle Procurement Contracts 2. See the Oracle Procurement Contracts online help for instructions on defining deliverables. On the Create Header page. under the terms and conditions of the contract. will have commitments to fulfill. To add a new deliverable. Click the Deliverables subtab and check that any deliverable already defined to this template is applicable for your negotiation.

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

See the Oracle Procurement Contracts online help for information on using contract templates. Create attributes as needed to solicit any additional information for this line. fixed-price line: 1. fixed-rate line type. add notes or attachments to the supplier. Page 104/209 . 2. fixed-price line type. search for and select a contract template from the list of values. 4. To define a general services fixed-price line 1. 5. and then click Go. Follow steps 1 and 2 above. Finally. To define a temporary labor. and then click Go. On the Lines: Create Line page. 6.Oracle Sourcing Help 10.2. You need the Contracts Terms Library Administrator responsibility to create and maintain clauses and contract templates in the Contract Terms Library. The Description. 5. You can use contract terms to specify legal and other requirements for your negotiation. 2. Continue defining the remainder of the negotiation. you can create contract terms and apply them to your negotiation. Search and select a Job from the Job menu. make sure you select a general services. and how do I use them in my negotiation? If Oracle Procurement Contracts is installed and licensed. make sure you select a temporary labor. add any notes or attachments to the supplier. 3.4 What are contract terms and conditions. 4. To apply contract terms to your sourcing document: 1. 2. Finally. On the Lines: Create Line page. Finally. Follow steps 1 and 2 above. On the Create Contract Terms page. Job Details. Provide the line with a description and select a Category value. Using contract terms is an easy way to create and maintain standardized contract text which can be customized as needed. 6. add notes or attachments to the supplier. Create attributes as needed to solicit additional information for this line. and Category will default according to the Job you select. click Contract Terms in the navigation bar at the top left side of the page. 2. 11. 3. You need the Manage Contract Terms responsibility to create and maintain contract terms on negotiation documents. Continue defining your negotiation. Continue defining the remainder of the negotiation. On the Create Negotiation page.

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

2 How do I monitor the negotiations I have created? Access the negotiation you wish to monitor. Negotiations in which you are participating appear under Your Negotiations at a Glance. 5. Sign on to Oracle Sourcing with Sourcing Super User responsibility. select Create Surrogate Quote/Bid from the Actions menu. On the Create Surrogate Bid/Quote: Select Supplier and Contact page. 4.3. Click the negotiation number to access the negotiation summary page where you can see information on the negotiation. 2. access the negotiation in which you wish to bid by clicking its number. Page 106/209 . 6. You can also use the Graphical Monitor to view and compare responses to your negotiation. Oracle Sourcing buyers can place surrogate bids on behalf of such suppliers. Click the Responses number to access the Details page for the negotiation. 2. You also search for all open negotiations to which you have access. 7. enter the name or contact of the surrogate supplier in the Supplier field and click Go. click Full List. 3. enter the Bid/Quote Received Time. click Full List. To see the complete list of negotiations you created. 2. From the negotiations summary page.Oracle Sourcing Help Note that the Your Negotiations at a Glance section shows a limited number of entries based on time remaining. Once the buyer has received all the bid/quote information. and then click View Response History to see information on responses to this negotiation. If you do not see your negotiation. Continue from the Terms and Conditions page with regular a response if terms and conditions are required.3 How do I respond on behalf of suppliers without Internet access? Sometimes suppliers cannot place their responses online since they have no online access. To place a surrogate bid on behalf of a supplier: 1. a surrogate bid can be entered into the negotiation. On the negotiation summary page. From the Negotiations Home page. you can either Select View Response History from the Actions menu and click Go. It is when the buyer receives the offline copy of the response or when the supplier mails/faxes the response.3. and click Go. Select a contact for the supplier and click Create Surrogate Bid/Quote. On the Create Bid/Create Quote page. Clicking the number of your negotiation takes you to the negotiation summary page.

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

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

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. 3. You can see the number of active bids against each line and the best quote/bid determined by the system for that line. you can also use a spreadsheet to perform your analysis offline. upload your awards into the system. The Analyze by Bid/Analyze by Quote page shows the response details from the different suppliers.7 How do I analyze the responses I have received? There are several ways of analyzing the responses you have received for your negotiation. o You can select any one entry in the table and click Graph Price or Analyze. 2. 2. The Analyze by Line page displays a table with an entry for each line in the negotiation and important information such as the best quote/bid. including that response's rank. However. For example. 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. After you have completed your award decisions. On the negotiations summary page. The Compare Header Attributes page presents a side-by-side comparison of the attributes. the resulting Analyze Line: page displays additional information about the responses to that line. o To use the AutoAward recommendation AutoAward is a feature you can use when you need a quick. or where the response does not include responses to all negotiation lines. select Analyze by Line from the Actions menu and click Go. If you select a line and click Graph Price.Oracle Sourcing Help 6. To analyze by line: 1.3. You can analyze by line or by response (you obtain different information depending on which type of analysis you perform). it will use the the price being offered by the supplier for the most basic way method of ranking responses. AutoAward uses the ranking capabilities and methods available in Oracle Sourcing to obtain its best award recommendation. 2. You can inspect the header attribute values (if any) by selecting multiple supplier responses and clicking Compare Header Attributes. click Analyze by Bid/Analyze by Quote from the Actions menu. To analyze by response: 1. AutoAward can also use calculations available from Multi-Weighted Page 109/209 . From the negotiation summary page for this negotiation. standard award. And if there are may lines or lines with complex attributes. side-by-side display of all the responses. as well as additional information about each line including any backing requisition information.You can use AutoAward to have the system pick the best award.

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

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

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

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

specify a new close date and time. need-by date. and your new award date is January 27. 6. 4. click Full List. your new close date is January 22. select the Extend RFQ/Extend Auction option from the Actions menu and click Go. your new close date is January 18.10 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. these dates will also be extended by the same number of days that you extend your negotiation if the dates are scheduled to occur before your extended close date.3. and/or long-term agreement dates. On the Invite Additional Suppliers page. Under the Your Negotiations at a Glance section of the Negotiations Home page. To add suppliers to a negotiation: 1. You can also enable AutoExtend or modify your AutoExtend settings if you wish. when creating this negotiation. Under the Your Negotiations at a Glance section on the Negotiations Home page. A notification will be sent to all participants. 3. Page 114/209 . 3. 5. Select Add Invitees from the Actions menu and click Go. On the negotiation summary page. if you extend that auction for only 3 days. If you don't see the negotiation. and you extend that auction for 7 days. 2. you cannot extend an auction after its first AutoExtension has been triggered. For example. However. To manually extend your negotiation: 1. 2.3. if your negotiation includes a January 15 close date and a January 20 award date. Enter a new close date and time. follow the instructions to add new suppliers. Click Apply. click Full List. click the negotiation number link for the negotiation to which you wish to add additional suppliers. and your award date remains January 20. If your negotiation is not displayed. Click Apply. You cannot manually extend your negotiation after it has closed. you entered an award date. click the negotiation number for the negotiation you wish to extend.Oracle Sourcing Help 2. 2.11 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. Additionally. If. On the Extend RFQ/Extend Auction page.

Oracle Sourcing Help How do I change my auction's AutoExtend settings while the auction is in progress? You can initially set your auction's AutoExtend settings while defining bid controls. However. On the Extend Auction page. but you cannot change any other AutoExtend settings. 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. 4. However. click Apply. review your current AutoExtend settings (if any). If your auction enters AutoExtend mode. 3. If your auction enters AutoExtend mode. You can modify the following AutoExtend options: o o o o Lines you want to AutoExtend (AutoExtend all lines. or upon receipt of a new winning bid). You cannot enable or modify AutoExtend settings for an auction that is in a preview period or has closed for bidding. 2.3. Under Your Negotiations at a Glance on the Negotiations Home page. On the negotiation summary page. 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 cannot enable or modify AutoExtend settings for an auction that is in a preview period or has closed for bidding. you can change the number of times that the auction can AutoExtend. Once you have made your changed. you can change the number of times that the auction can AutoExtend.12 How do I change my auction's AutoExtend settings while the auction is in progress? You can initially set your auction's AutoExtend settings while defining bid controls. To change your auction's AutoExtend settings: 1. 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. 2. Page 115/209 . 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. click the number for the negotiation whose AutoExtend values you wish to change.

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

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

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

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

1. In any of these cases. Amendments can be created anytime after the preview date/time (or open date/time. or the items are no longer needed.17 How do I create an amendment to a negotiation? After publishing a negotiation. On the Close Early page. 2. 2. On the negotiation summary page. This note is included in the notification that will be sent. Under the Your Negotiations at a Glance section of the Negotiations Home page. 3. Note that you cannot manually close an auction after its first AutoExtension has been triggered. click Full List. you can enter a text note to participants explaining why you are canceling the negotiation. To close your negotiation early: 1. 3. On the negotiation summary page. 5. Click Apply. the responses to your negotiation do not meet your needs. select the Close Early option from the Actions menu and click Go. there may have been too few responses. click the negotiation number for the negotiation you wish to close. 4.16 How do I cancel a negotiation? Sometimes.3. enter a note to your suppliers. If you do not see the negotiation. Click Apply. the buyer can update information defined in the document if necessary. 2.15 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. 4. Under the Your Negotiations at a Glance section of the Negotiations Home page. Also the line requirements have changed. 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 desired.3. Page 120/209 . The system notifies all the invitees and participants of the cancellation. On the Cancel page. or the terms of the responses are not acceptable. For example.3. enter the new date and time you want to close the negotiation or choose to close it immediately. 2. select the Cancel RFQ/Cancel Auction option from the Actions menu and click Go. you may wish to simply cancel the negotiation.Oracle Sourcing Help 2. This update is called an amendment. click the negotiation number for the negotiation you wish to cancel.

for example. enter any line changes. no new responses can be received on the previous negotiation. On the Create Amendment Header page. deletions.. you must enter a new Description for the amendment and make any other header level attribute changes you need. 6. All suppliers will be required to acknowledge the amendment and resubmit their responses to be eligible for award. these can be changed on the Create Amendment: Contract Terms page.1. select Create Amendment from the Actions menu. or names of invited suppliers. 7. 12345. the Submit button changes to Publish. The printed version of the negotiation is appropriate for public display since it excludes all internal data such as internal attributes. You can review the new changes compared to the current active negotiation by clicking Review. Responders should be able to complete negotiation documents and return the results by FAX. This suffix is incremented every time you create a new amendment for this document. mail or email.18 How do I print information on my negotiation? Much business communication today is carried and managed offline. you can submit the amendment for approval by clicking Submit for Approval on the review page. You go to the Create Header page. 8. 3. additions. and there are clauses and deliverables defined to this negotiation. If you have approvers identified on the Collaboration Team on the Create Header page. Approvers will receive notification that they need to approve the amendment. Buyers need the capability to download and print a negotiation for offline review. Once you click Publish. Notice that the negotiation number has now been given a suffix. You can save the amendment as a draft at anytime during the creation process if you click Save Draft. 2. Once approved (or if approval is not required). Change the negotiation rules on the Create Amendment: Controls page if necessary.Oracle Sourcing Help To create an amendment to a sourcing document: 1.3. To invite new suppliers. You cannot add or delete suppliers on the Create Amendment Suppliers page during an amendment. On the Create Amendment: Lines page. Government organizations in particular present solicitation packages according to a unified format. On the negotiations summary page. use the active negotiation's negotiation summary page. or updates to line information if necessary. If Oracle Procurement Contracts is implemented. 2. 4. The printed version also does not include any price elements Page 121/209 . current prices. 5. Draft amendments are available on the Negotiations Home page if you click Drafts in the Manage Quick Links section.

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

To update the information on a deliverable. o o o To see information on the deliverable.20 How do I manage deliverables I have assigned to a negotiation? Deliverables are additional requirements which must be provided by a supplier as part of the negotiation process. This allows you to quickly pinpoint any negotiations that are at risk because a deliverable has not been provided. 2. scroll if necessary to find your deliverable. On the Update Deliverable page. For example. 4. click the Update icon. or delivery schedule before the buyer will consider finalizing a contract with that supplier. Click "Deliverables" under Manage in the Quick Links section of the Negotiations Home page. To see information on the negotiation to which the deliverable is assigned. If Oracle Procurement Contracts is installed and licensed. enter enough search values to restrict the results to the deliverable(s) in which you are interested. 5. The Award Approval History page shows who has approved your award recommendation and the approvals remaining in the approval chain.Oracle Sourcing Help To view the approval status of a negotiation: 1. To view and update your deliverables: 1. click the entry in the Deliverable Name column. Navigate to the summary page for the negotiation 2. You can easily view the status of all your deliverables. Modify or delete an existing attachment.3. a detailed project plan. 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. When you are finished updating the deliverable information. you may have many negotiations in progress. At any point in time. See the Alert column for important information on the deliverable's status. a buyer may ask a supplier to provide copies of personnel certification. 2. Page 123/209 . On the Manage Deliverables page. you can create and manage deliverables for your negotiations. When results are displayed. some of which will require deliverables. Select View Award Approval History from the Actions menu. or add a new attachment. click Apply. 3. click the entry in the Document Number column.

select View Quote/Bid History from the Actions menu and click Go. Note: You will always be able to unlock and unseal an RFQ/auction you have created. 2. 2. Additionally.3 What are the different methods I can use when performing awards? Once you have closed your negotiation and analyzed the responses you received. You can award an individual line to a single supplier. An RFQ/auction can only be unlocked and unsealed after it is closed. an RFQ/auction cannot be awarded until it is unlocked. click the number link in the Quote/Bid column. 3. To see details about a particular response. other users from your company who have the appropriate function security can also unlock and unseal your RFQ/auction. On the negotiations summary page. The resulting page shows details about the response. The Quote/Bid History page displays the responses the negotiation has received. select Unlock from the Actions menu and click Go. 3.4.2 How do I unlock and unseal a sealed RFQ or auction? In a sealed RFQ or auction the buyer cannot see the bids until the RFQ/auction is unlocked. In addition. From the Your Negotiations at a Glance section of the Negotiations Home page.4. 2. respondents in the RFQ or auction cannot see other quotes/bids until the buyer also unseals the RFQ/auction (although the identity of other suppliers is revealed to the suppliers in an auction). 4. There are several methods you can use when awarding business in a buyer's auction or RFQ: You can award the entire negotiation to a single supplier (multiple suppliers if the outcome is a blanket purchase agreement). You can divide an individual line among multiple suppliers." 4. On the negotiation summary page. You can accept and use the decisions generated by the AutoAward feature. Select Unseal from the Actions menu and click Go. In addition. Close the negotiation if it is still open.Oracle Sourcing Help 2. 2.4 Awarding Negotiations 2. There is an entry for each supplier who has placed a quote/bid in the negotiation.1 How do I view the responses I have received? 1. To unlock and unseal an RFQ/auction: 1. Page 124/209 . you can make your award decisions. On the Confirmation page. click the negotiation number link of the negotiation you wish to see. click "Return to Negotiation Summary.4.

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

Oracle Sourcing Help Page 126/209 .

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

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

you can also specify whether the supplier can see the scoring criteria. If you have never used spreadsheet files before. click the negotiation number for the negotiation to access the Negotiation Summary page. From the Your Negotiations at a Glance section. weighting is implied in the maximum score for each attribute. 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. These attribute scores are then added up and the total is the total score for that response. you enter a number (up to the defined maximum) for each attribute score. Open the file and complete it according to the directions in the Instruction file. you should also download the Instructions file. To download responses: 1.4. The system will calculate a weighted score based on the score value you entered for each attribute. With this method. upload your awards into the system. Save the file to a convenient location. 2. You can enter straight scores for an attribute. you can enter a subjective score for the header attributes. Save the file. 2. you can manually score the responses you receive for a negotiation. Using subjective scoring. Page 129/209 . After you have completed your award decisions. On the Negotiation Summary page. 4. During this process. You can download bids whether the negotiation is open or closed. select the type of spreadsheet you wish to down load. 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. On the Export Quotes/Bids to Spreadsheet page. you first define the header attributes including weights and maximum scores during the creation of the negotiation. You can use an Excel spreadsheet file or a text spreadsheet file. 3.6 How do I manually score header attributes? Using header attributes. To enter straight scores. 6. Once a response is received.Oracle Sourcing Help of responses and want to compare them offline. You can also update the spreadsheet with your award decisions and then upload it to identify winning responses. 5. select Export Quotes/Bids from the Action menu.

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

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

icon in the Details column. you must have closed the negotiation and made some award decisions. 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). there is a triangular +/.4. select Award Summary from the Actions menu and click Go. 2. On the Award Summary page. o Closed Negotiations which have been closed.Oracle Sourcing Help To display the Award Summary page: To use the Award Summary page. For each entry in the table. you can use the subtabs to toggle between the Supplier and the Line views. 4. click the number link for the negotiation to see the details. On the Negotiations Search page. To see prior award information: 1. On the negotiation summary page. 1.11 Can I see information on my negotiations once I have completed awarding them? In many situations. 2. These negotiations could be taken to a subsequent round of responding or could have their award process initiated. 2. This information is stored and can be viewed even after you have closed. 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. select one of the following Status values and click Go. Page 135/209 . o Create Order Negotiations for which the allocation process is in progress or for which the purchase order creation process has been initiated. o Completed The award process is completed and a purchase order has been requested or a purchase order has not been requested. awarded and completed the negotiation. From the list of search results. Click the link in the Number column for the negotiation. Locate the negotiation whose business you have awarded (note that from the Negotiations Home page. 3. Use the Search Negotiations fields at the top of the Negotiations Home page to perform an Advanced Search. 3. Use this icon to show or hide the detail information for that entry.

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"). 3. 5.Oracle Sourcing Help 2. specify the start and end effective dates. 5. On the Confirmation page. click Submit if you wish to complete the award process. Page 136/209 . so you may wish not to notify suppliers until a later date when the purchase document is fully approved). 2.4. On the Create Purchase Order page. 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 Complete Award page. you can choose whether or not to create a purchase order document.12 How do I generate a purchase order document? Once you have saved your award decisions. On the award Confirmation page. 6. If you have an approval procedure set up in Oracle Purchasing. click Initiate Approval to begin approval for this purchasing document. On the Review and Submit Complete Award page. 4. you can obtain information on the supplier to whom you awarded business. 2. In you are creating a blanket purchasing agreement. Click Submit. 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 the link to return to the negotiation summary page. Select Complete Award from the Actions menu and click Go. See What is contract binding? for more information. 3. To generate a purchase order document: 1. you can use an Acceptance Level value of Document and Signature to perform contract binding. To complete the award process: 1. you return to the negotiation summary page to complete the award process and generate a purchase order document. If Oracle Procurement Contracts is installed and licensed. 4. The Confirmation page informs you that the award is complete.

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. you can award business to selected suppliers and subsequently initiate the purchase order/contract creation. To save time and perform accurate searches. Once both you and the supplier have accepted the purchase document. use the search tips below. it is ready for execution.13 What is contract binding? If Oracle Procurement Contracts is implemented. If the supplier accepts the document. Some examples include searching for negotiations in which to participate.4. Once the negotiation is closed for responses. contract binding provides the ability to require both the supplier and the buyer to sign off on the details of a purchase order before it can be executed. 2. When you are creating the purchase order document. you are sent a notification requesting your acceptance as well. Suppliers can use iSupplier Portal to accept the document or can request that you enter acceptance on their behalf. Page 137/209 . This option uses Workflow notifications to obtain signatures online. or finding reusable invitation lists to apply when creating a negotiation.5. Document and Signature You and the supplier must sign the document to indicate acceptance. Document Only Suppliers are required to accept the entire document.5 2. you have the choice of four levels: None No acceptance is required. you can require that the supplier sign and accept the document. If you require acceptance. You can optionally indicate whether acceptance is required for the resulting purchase order document. In most cases when specifying a search value.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. 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 use the wild card (%) as necessary The search process varies depending on what you are searching for.Oracle Sourcing Help 2.

click Advanced Search. For others you enter values. 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. creator. For some fields you select menu options. item category. Enter search values for as many search fields needed to qualify your search. There are several criteria you can use when performing a search to restrict the number of search results. title. 2. One may still be in its preview period. and click Go. The Your Negotiations at a Glance display shows all negotiations you created in order of time left before their close date/time. These include those mentioned above as well as type. you may have several negotiations that are in different states. on the Negotiations Home page. style. To perform a simple search. and a last closed and being awarded. project number. When using the advanced search. To perform a search. All these negotiations can be viewed and accessed from the Your Negotiations at a Glance section of the Negotiations Home page. Page 138/209 . To perform an advanced search. select the type of search from the "Search Negotiations" menu. event. You can select one of two search methods: simple and advanced.Oracle Sourcing Help 2.2 Searching for all negotiations to which you have access: In addition to the negotiations you own. item. and task number. These include number. From the Your Negotiations at a Glance display. Note that the display shows only a limited number of negotiations. 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. you select one of the criteria mentioned above from the drop down menu. You can click the responses link to go to the History page where you can see the details of any responses.1. another open and being responded to.5. security level.1 Searching for your negotiations in which you are participating: At any point in time. You can use any combination of these search criteria to reduce the number of results you receive. or supplier. 1.1. status. supply a search value. A common task is monitoring and administering all these different negotiations. To see the complete list of negotiations you created. you enter search values for multiple search fields. click Full List.5. you can click the negotiation number link to go to the negotiation summary page to see details of the negotiation. specify a search value and click Go.

You can search on negotiation number.1. the Supplier Master. as well as information provided by the supplier company itself. You can use % as a wild card value 3. Select the draft and continue processing. You can also search the Approved Supplier list for suppliers of a particular status (for example. negotiation title. you can use % as a wildcard. 5.1. You can search the Supplier Master to identify suppliers who meet certain criteria. To search for and manage a draft negotiation: 1. for example. Click the Number link to go to the negotiation summary page where you can see information on the negotiation. 4. Enter your search values. 2. o You can search the Approved Supplier List to identify suppliers who sell a particular item or commodity. You can search both the Approved Supplier List and the Supplier Master at the same time. 2. 2. Scroll through the Results display until you see the target draft. and proximity to open date (specified as the number of days outstanding). click Go. negotiation creator.4 Searching for suppliers: When creating a negotiation. Click Review and Submit to publish the draft. You will also search for suppliers to add them to reusable invitation lists and/or negotiation templates. You can identify the suppliers you wish to notify by searching information in the Approved Supplier List. On the Manage Draft Negotiations page.5.Oracle Sourcing Help When entering values.5. 2. click Unlock to access it. and click Go.3 Searching for draft negotiations You can have draft negotiations which you and/or a group of collaborators are preparing for submission at some time in the future. Scroll through the Results: Negotiations display until you find the correct negotiation. If the draft is locked. When you are finished. you can send invitation notifications to particular suppliers inviting them to participate in the negotiation. o o On the Search and Select: Suppliers page Page 139/209 . minority-owned or small business. select a search type from the menu. Click the Manage quick link under Drafts on the Negotiations Home page. Click "Responses" to go to the negotiation History page where you can see information on current responses. approved or new). Click Edit to update the draft.

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

For example. Find the correct address and click Select. many attributes default according to the organization you select. Enter as many search values as required to efficiently qualify your search. such as the percent sign (%). you can search for all lists that contain a particular list entry. most lists allow you to search by the list name and/or words in the list description.Oracle Sourcing Help 2. a partial name. To search for and select a different address: 1. In some cases. click the link to apply a predefined list.6 Searching for addresses: While creating negotiations. To search and apply a list: 1. 2. You are returned to the negotiation creation page with your new address appearing in the address field. %. 2. On the Search and Select page. From the Search Results display. For each list. If you do not know the beginning of the name.1. you may need to change the default to a different address. enter a search value in the Search field and click Go. 3. 3.5. On the negotiation creation page. 2.7 Searching for lists When creating a negotiation. Page 141/209 . Such lists include lists of item attributes or price elements. there are many predefined lists which you can apply to your negotiation to save time and standardize your sourcing practices. or the search wildcard. use a wildcard. you can search using multiple criteria. This includes addresses such as Bill-To and Ship-To. Additionally.5. a search on b% returns both Beijing and Brussels. you can search for all price element lists that contain a particular price element.1. however. The system performs a begins with search using any search values you entered. The search value can be an address name. Click Go. select the list and click the appropriate links or buttons to process the list if necessary and to apply it to your negotiation. For example. For example. a search on br% returns only Brussels. a search on %Boston might return North Boston as a billing address. Click the flashlight icon next to the address field. The Search Results display shows all addresses that matched your search criteria.

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

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

1. select Standard Purchase Order. You can view the supporting awarded bid by clicking the Auction number or Bid number.3. you can generate a Savings by Item (Section 7. with the category with the highest productive award appearing first. To run the Savings by Category report.1) report for the items listed. savings is zero. Savings is calculated by taking the difference between Current Price and Award Price and multiplying the difference by the Award Quantity.1.2. or All Outcomes. see. Once you have generated a Savings by Category report.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. Note the following when generating and evaluating report information: When entering a category search parameter. see "How do I run the reports?" Note: For the Auction Outcome report parameter. Section 4.1.3 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.2. the report reflects only the system-hosted catalog item categories. The report is sorted by category. If Current Price is not available. Any report displaying calculated amounts do not include any RFI amounts.2. Page 144/209 . the report reflects only the system-hosted catalog item categories.1. To run the Awarded Bids Detail report. Amounts do not include lines where award quantity and award amount are unspecified. 4. Any report displaying calculated amounts does not include any RFI amounts. Blanket Purchase Agreement. Amounts do not include lines where award quantity and award amount are unspedified.Oracle Sourcing Help 4.1 "How do I run the reports?" Notes: Note the following when generating and evaluating report information: o o o o When entering a category search parameter.

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

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

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.) An asterisk (*) indicates a required field: o *From and Through Date Enter a date range for extracting and summarizing transactions. are displayed. Suppliers (if available) Select the suppliers of interest using the search icon next to the field. The Sourcing Reports page displays information on the reports in the system. On the Negotiations Home page. if you want to view all transactions completed in all currencies. You can sort the report by clicking on the any of the underlined column headings. the report shows the total amount generated by each sourcing transaction type (bid or quote). transactions for all currencies. as well as the total amount awarded to this supplier. o o Category (if available) Select the category of interest using the search icon next to the field. Enter any search criteria into the appropriate fields. (Not all reports have all of the following search criteria. you can export the report data to a spreadsheet.1 How do I run reports? 1. click Show Chart (if available) for a graphical representation of the report. For each supplier.2.1. 4. including the selected currency and the currency code. if desired. and click Go. In the spreadsheet. See "How do I export report data to a spreadsheet?" 4. 5. It also gives a breakdown by negotiation type of the total amount of money transacted. Currency Select the currency of interest. Click Export to Spreadsheet to download the report.2 Intelligence Reports 4. the report defaults to your functional currency. see "How do I run the reports?" Page 147/209 .3. 3.Oracle Sourcing Help To view transactions in all currencies: When you view transactions for a selected currency in a report. only transactions for that selected currency are displayed. To run the Awards by Supplier report. o 4. Click the link for the report you want to run. 2. If left blank. However. click the Reports tab.

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

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

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

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

shipping and billing information.4 How do I view the details of a negotiation before placing a response? 1.1. If the item has attributes. To respond to a negotiation you must: 1. pricing. Attachments can be viewed by clicking the paperclip icon. 2.1. Page 152/209 . This includes such information as the time the negotiation.1. (See Section 5. click the negotiation number to access the Negotiation Summary page for the negotiation in which you are interested. price elements. You can easily navigate to a particular section of the page (such as the item information section) by clicking the small down arrowhead icons or the links at the top right of the page. detailed item information.1 “How do I access negotiations”). (See section 5. or price breaks associated with it. Submit your response (bid. or quote). you can view information on the item attributes by clicking the "View" link under the Details column.4. The Notes and Attachments section displays any text messages from the buyer and any attached files. The Negotiation Summary page displays all the current information for this negotiation. Find a negotiation in which to participate (See Section 2.6 “How do I submit a response online”).1 “How do I monitor negotiations to which I've responded”). Monitor the action in the negotiation in which you are participating. Click the negotiation number to access the Negotiation Summary page.Oracle Sourcing Help Creating and managing sourcing events Updating profile information Viewing award decisions Updating profile information 5. Under Open Invitations. the response controls. 5.3 How do I respond to a negotiation? Suppliers can respond to public negotiations and private negotiations to which they have been invited. 2. Alternatively.2. 3. use the Search Negotiations fields to access the Active Negotiations page.

Line attributes appear under the Lines section of the Page 153/209 . Otherwise. search for any open RFIs or RFIs to which you've been specifically invited. Since the purpose of an RFI is to obtain product and service related information for a negotiation line. The purpose of RFQs and buyer's auctions is to negotiate line price and costs prior to generating a purchasing document. Buyers use responses to an RFI to qualify suppliers early in the procurement process. On the Terms and Conditions page. 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. These line attributes identify the questions the buyer has about a particular line. and the buyer can initiate a regular price/cost negotiation with the targeted suppliers. the RFI can be converted to an RFQ or buyer's auction. enter response values as you normally would when bidding or quoting online.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. The purpose of an RFI is to gather information on goods and services a supplier company provides. 2. RFIs to which you've been invited will appear under Open Invitations. 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. either accept or reject the negotiations conditions. From the Negotiations Home page. no one can see the responses until the negotiation is over and unsealed. You can find open RFIs by entering search values in the Search Open Negotiations fields and clicking Go. 3. If the negotiation is sealed. If the negotiation is closed. the Price and Quantity fields are display only and you cannot enter anything in them. RFIs may or may not be concerned with line price or costs.Oracle Sourcing Help If the negotiation is open. you are required to provide values for these fields. you can only see the response history if you are the buyer. On the Create Response page. If the buyer chose to include the Price and Quantity fields. Once the appropriate group of suppliers has been identified. 5. From the Results: Active Negotiations. To respond to an RFI: 1.1. 5. most negotiation lines in an RFI have attributes defined. 4.

If correct. enter the following information. On the negotiation summary page. 2. you are asked to read and accept the negotiation terms and conditions. click View Quote History/View Bid History. If the buyer has chosen to display an attribute target. To submit response online: 1. You can only see the existing responses when the negotiation is open or unsealed. If the buyer has defined Terms and Conditions. When entering responses.6 How do I submit a response online? Navigate to the negotiation summary page for the negotiation to which you wish to respond by clicking its negotiation number link under the Open Invitations section of the Negotiations Home page. After you select a currency. be aware of the following size limits: o o o Attribute: 240 characters Target: 4000 characters Response: 4000 characters 6. The Attribute Type column shows you whether a response is required or optional. On the Create Response: Review and Submit page. Page 154/209 . If you want to view any responses that have already been submitted. you can enter search values into the Search Negotiations fields and click Go to list all negotiations in the system. 3. click Accept. 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). When you have responded to all required and optional line attributes. you will see all prices listed in your chosen currency. you can select the currency in which you will place your quote/bid. If so. select Create Quote/Create Bid from the Actions menu to create a response to the negotiation. On the Create Quote/Create Bid page. After reading the terms and conditions. You can see details of the negotiation on the negotiation summary page. find your negotiation and click the negotiation number link there. Alternatively. Note: Before you select a currency. all response prices (such as start price and target price) will be listed in the RFQ/auction currency. 8.1. click Submit. 5. On the Active Negotiations page. including ones to which you were not explicitly invited to. click Continue 7.Oracle Sourcing Help Create Response page. this value appears in the Target Value column. verify your response values.

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

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

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

click the negotiation number link under Your Company's Open Invitiations to view negotiations to which you have been invited. 5. click Return to Negotiations to return to the negotiation summary page. there will be two attachments for each line. search for an open negotiation by selecting a search criteria.1. providing a search value and clicking Go. Alternately. The buyer can use the note text box for short communications or use attachments for larger amounts of information.8 How do I use item attributes and price elements when responding to a negotiation? When creating a new negotiation.Oracle Sourcing Help 5. 2. From the Negotiations Home page. the page displays the negotiation header information. you see any notes and attachments assigned by the buyer to the line. To view the notes and attachments: 1. When you respond to a negotiation that includes item attributes and/or price elements. you can view these specific item details (if allowed by the buyer) and enter additional values to target your response. Once you have viewed all your attachments. By default. On the Line: page. 3.1. Page 158/209 .7 How do I view the attachments associated with the negotiation to which I am responding? In addition to the typical negotiation information. click that line's number link. on occasion the buyer may need to communicate or request additional information such as specialized requirements. Price elements identify additional costs associated with an item which need to be negotiated in addition to the item price. 5. Notes and attachments can be assigned to the negotiation header or the negotiation lines. The second attachment is the line attachment. a buyer can add item attributes and/or price elements to any item(s) in the negotiation. To see the detail information for each line. 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. 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. From this page you can continue placing a response. Click the negotiation number link to display the negotiation summary page. 4. Click the Lines subtab to see details of the negotiation lines. The first attachment is the requisition header attachment.

Your bid status is No Bid for any item on which you have not placed a bid. 4. Such costs can include discrete charges such as import duties or activities such consulting or training costs. 2. and 2) the details that a negotiation participant should provide when entering a response for that item. By providing item details and specifications in item attribute fields. Page 159/209 . Locate an open auction in which you'd like to bid. Win for any item on which you have the current best bid price. select the category from the View menu.10 What is proxy bidding and how does it work? By activating proxy bidding. 5. Item attributes also allow you to provide more information and details when entering responses. 5. Item attributes make a negotiation item more descriptive and can be used to ensure that all responses submitted for the item include details not included elsewhere in the item information.1.9 What is AutoRefresh? AutoRefresh enables you to continuously monitor the bidding in an auction before or after you submit a bid.1. and Lose for any item on which you have been outbid. 3. If you want to display only those auction items that are included in a specific category. They define 1) unique specifications that are set for a negotiation item. click AutoRefresh On. Using price elements allows you to target additional costs related to a particular negotiation item. you can adjust the AutoRefresh interval setting to change the length of time between page refreshes.Oracle Sourcing Help Item attributes provide extra information about a negotiation item. you can proxy bid on some items and bid manually on others. you allow the system to automatically rebid on your behalf whenever a competing bid price beats your bid price. your responses to an item's attributes are scored and weighted to allow the buyer to make more informed decisions. You cannot proxy bid on any items that have price elements. Select the auction and click Respond. 5. In an auction that includes more than one item. On the AutoRefresh page. In Multi-Attribute Weighted Scoring negotiations. then click Go. The AutoRefresh page updates the current best bid price and your bid status for each item in the auction. To activate AutoRefresh: 1. Click Create Bid to deactivate AutoRefresh and place a bid on the auction. On the Create Bid page. you can set your responses apart from your competitors' responses and enable buyers to make better-informed award decisions.

the system will automatically submit a proxy bid of $3. You can also change the proxy bid minimum amounts. You cannot enter different proxy bid decrement amounts for each item. If the bidding on an auction item in which your proxy bidding drops below your proxy bid minimum amount. Use numbers. not your own current bid.75. Enter your proxy bid decrement amount. You can change your proxy bid decrement if all items on the bid do not have proxy enabled. you can proxy bid on all or selected items. if you have submitted a $3. 10.400 bid is subsequently submitted. To submit a proxy bid for any auction item. Proxy Minimum Bid You must enter the lowest price you are willing to proxy bid for any auction item. you can cancel your proxy bid and submit a new bid with the updated proxy information. Proxy Bid Decrement You must enter the exact amount by which you want each of your proxy bids to decrease. then enter a proxy minimum bid only for those items on which you want to proxy bid. Then submit the bid as normal. For example. When bidding on an auction that contains more than one item. you cannot change this amount unless the minimum amount is met in the auction bidding or you cancel the proxy bidding on the item. for example. Whenever your bid price is exceeded by a competing bid price.300 on your behalf. and a $3. You can then do any of the following: Enable another round of proxy bidding for the item Enter new proxy bid information.500 bid in an auction with a proxy bid decrement amount of $100. the system will continue to automatically rebid (by the proxy bid decrement amount you specify) until your proxy minimum bid price is met. you must provide the following information: Note: If at any time you wish to change your proxy bid information. automatic proxy bidding is discontinued.Oracle Sourcing Help To activate proxy bidding: When you place a bid on an auction. Discontinue bidding on the item Page 160/209 . Your proxy bid decrement amount will be applied to the current winning bid in the auction. Note: After you have submitted your proxy minimum bid amount. Bid manually on the itemContinue bidding on the item by submitting bids manually. 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 enter your proxy bid information in the appropriate fields on the Create Bid page.

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

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

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

5. You are informed that the negotiation has amendments and are prompted to acknowledge them. you must have reviewed all the amendments and placed a response to the latest one.1. Page 164/209 . When you respond to such a negotiation. You will not be allowed to enter a response in the negotiation. To respond to a negotiation that was amended before your first response: If the amendment was made prior to your first access. Select the negotiation and click Respond. To be eligible for an award decision. click Accept. you must review and acknowledge the amendments and place a new response. 6. Search for the negotiation. review the document information. To respond to a negotiation that was amended after your first response: 1.1. 2. Once a document has been amended.Oracle Sourcing Help 5. Click Yes. Such updates are called amendments. you will only be able to respond to the amended version. then continue entering your response. 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. click the checkbox and then click Acknowledge. Review the negotiation's terms and conditions. On the Acknowledge Amendment page.17 How do I respond to an amendment to a sourcing document? After publishing a negotiation. these terms and conditions are presented before you enter the details of your response. If you placed a response before the amendment was made. If you do not accept the negotiation's terms and conditions. the buyer may need to update some of the information defined in the sourcing document. If there are multiple amendments. 5. 3. 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. you must review and acknowledge each one. click Cancel. Once you have acknowledged all the amendments. you can continue to respond to the negotiation normally.

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

Oracle Sourcing Help

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

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

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

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

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

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

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

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

5.2.3

How do I track the status of my responses?

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

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

5.2.4

What information is contained on the Disqualified Responses page?

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

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5.2.5

What information is contained on the Awarded Items page?

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

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

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

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. Usually. the bidder may wish to update the non-price related information to improve the price to total score ratio. there may be certain instances in which the bidder needs to end proxy bidding early. 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. In both these cases. Canceling proxy bidding In most cases. The bidder specifies the amount of the price decrement (expressed as a percentage or a flat price reduction) and the minimum price to offer. it can be allowed to run to conclusion. Or in a multiattribute weighted negotiation. this happens when the bidder needs to update bid information.2. For example. the bidder may wish to halt the proxy bidding 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. proxy bidding in suspended. Once enabled. 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.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. At this point. once proxy bidding has been initiated. Page 172/209 . However.

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

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

you must acknowledge that you have viewed the amendment and placed a new response 7. To be considered for an award decision. The amended versions are suffixed with an incrementing counter. The Amendment History page has entries for the original negotiation and any subsequently amended versions. If you placed a response before the amendment was made. Click the suffixed number links to see the different versions of the sourcing document. you are presented the first amendment. Page 175/209 . 8. You are presented any additional amendments. there may be deliverables to which you must respond.Oracle Sourcing Help To respond to a negotiation that was amended after your first response: 1. This includes responses to any contract terms the buyer has defined. Review the information.2.11 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 currently active version has the highest number and is the first entry in the table. 5. You can toggle between the current version and its prior version using the buttons. 3. You use the Create Response page to enter your response to the buyer's negotiation. you can place a new response on the negotiation. Click Acknowledge Amendment. 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. On the Acknowledge Amendment page. the next time you access the system the status of your initial response will have been changed to Resubmission Required in the Your Active and Draft Responses section of the Negotiations Home page. 5. or click the Review Changes icon to see what information changed between a version and its prior version. Click "View Amendment History" to see the changes made to the original negotiation. and then click the checkbox acknowledging you have reviewed the amendment. Once you have acknowledged all the amendments. 9. If Oracle Procurement Contracts is implemented by the buying organization. The negotiation summary page shows the original version of the negotiation. Contract terms are displayed in the Contract Terms section of the page. which you must review and acknowledge. Click the negotiation number link to view the original negotiation and its updates. The Review Changes page identifies the information that has changed. Click Acknowledge. 2. 6.

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

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

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

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

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

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

bid decrement = $100 Bidder A's original bid = $1.000 Bidder A's second bid = $900 Bidder A's third bid = $800 Auction #2234. but will be applied to the bidder's current bid price. the decrement percentage will be calculated based on a bidder's original bid price.000 Bidder B's second bid = $800 Bidder B's third bid = $600 Minimum Release Amount Page 186/209 . bid decrement = 20% Bidder B's original bid = $1.Oracle Sourcing Help H I J K L Lead Time The number of days between the order date and the shipment date (not between order date and receipt date). M Minimum Bid Decrement The minimum amount by which bids must decrease This is set in the auction's bid controls. For example: Auction #1234. You can enter either a straight amount or a percentage by which bids must improve. Line Types A negotiation line item's line type determines whether the line item refers to goods or services (other line types can also be defined). Note: A bid decrement amount will always be applied to a bidder's current bid price. If you specify your bid decrement amount as a percentage.

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

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

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

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

Blanket Purchase Agreement The buyer commits to a contract for future purchases and can enter agreement terms. RFIs are used more for gathering information on goods and service provided by a supplier than to lock in particular price information. A number between 0 and 100 assigned to each acceptable Quote/Bid response. At the conclusion of the RFI cycle. Page 191/209 . RFI (Request for Information) RFI's are used to qualify suppliers and their goods and services for subsequent procurement activities. The process may go through multiple rounds of negotiations and quote before completion.Oracle Sourcing Help price element list. Therefore. 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. RFIs can be taken to multiple rounds until the buyer has enough information to identify supplier(s) with which to deal. S Score (In Multi-Attribute Weighted Scoring only). one unique feature of an RFI is that buyers can choose to define negotiation line items without price and quantity and specify lists of criteria to which suppliers must respond. the information contained in the RFI can be copied into an RFQ or buyer's auction. The score is multiplied by the weight assigned to the attribute to calculate the weighted score for the attribute. Once suppliers have submitted an initial round of quotes. The sum of all weighted scores is the bid or quote's total score which is used to determine the rank of the response. RFQ/Auction Outcome The outcome of an auction or an RFQ can be: Standard Purchase Order A one-time purchase. after which the buyer is not committed to any future purchases. the buyer has the power to fine-tune the RFQ and initiate detailed negotiations as necessary. you can apply that price element list to any negotiations (RFQs or auctions) containing items to which those price elements are applicable. RFx Currency See Negotiation Currency.

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

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

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

Oracle Sourcing Help 6. Oracle neither evaluates nor makes any representations regarding the accessibility of these Web sites.com/accessibility/.3. Page 195/209 . and must be fully installed to take advantage of their features. Standards will continue to evolve over time. services. with good usability. For additional information. and contains markup to facilitate access by the disabled community.1 Accessibility of Code Examples in Documentation JAWS. 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. to the disabled community. and supporting documentation accessible.3 Documentation Accessibility Our goal is to make Oracle products. 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. however.oracle. a Windows screen reader. These other Oracle Applications may require separate licenses.3. This documentation is available in HTML format. 6.4 Product Integration and Licensing This documentation includes information about many features of Oracle Applications other than this product. our documentation includes features that make information available to users of assistive technology. The conventions for writing code require that closing braces should appear on an otherwise empty line. JAWS may not always read a line of text that consists solely of a bracket or brace. may not always correctly read the code examples in this document. visit the Oracle Accessibility Program Web site at: http://www. To that end.

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

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

Savings is calculated by taking the difference between Current Price and Award Price and multiplying the difference by the Award Quantity. 2. If you include an attribute list in a negotiation template.2 Reusable Attribute Lists 7. see "How do I run the reports?" Note: For the Auction Outcome report parameter. the report reflects only the system-hosted catalog item categories. Buyer cannot create inactive lists . Active lists are available for use by buyers during negotiation creation.Oracle Sourcing Help 7. 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). 3. To create an attribute list: 1. If Current Price is not available.4 What is the Awarded Quotes report? The Awarded Quotes report displays information about the selected RFQs that have been awarded in the system. 7.2. or All Outcomes. On the Create Header Atttribute List/Create Line Attribute List page. click either Create Header Attribute List or Create Line Attribute List . To run the Awarded Quotes report. Attribute lists are named groups of line attributes (line characteristics) that applies to a line in a negotiation. Click "Attribute" under the Reusable Lists area of Quick Links on the Negotiations Home page . Blanket Purchase Agreement. Any report displaying calculated amounts do not include any RFI amounts. Amounts do not include lines where award quantity and award amount are unspedified. Note the following when generating and evaluating report information: o o o o When entering a category search parameter. Page 198/209 . On the Reusable Attribute Lists page. savings is zero.1. You can view individual quote details by clicking the quote number.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. select Standard Purchase Order. enter a name and description of your list and select a status.

Display scoring criteria to suppliers Select this checkbox to allow suppliers to see the criteria you will use when scoring their responses. Weighted scores for all header attributes are added together to give the total score for a response.1 What are header attributes and how do I use them? You can define header attributes that apply at the negotiation level. Knowing such information provides you with a better understanding of the Page 199/209 .Oracle Sourcing Help 4. you can choose to also define header attributes. This is the default value that appears throughout the negotiation for a particular attribute unless you change that attribute's default. Click Add Another Row and continuing defining attributes until you have finished entering attributes. Select Scoring Settings above the Attributes table to define the defaults that will be used for your header attributes. See How do I score header attributes? for details on how weighted scores are used.3. a Weight column appears in the Attributes section in addition to the other attribute columns. You use this column to weight this attribute in relation to all the other header attributes. to calculate the value for a supplier's response to this attribute. and financial visibility. 7. Weights are used along with the scores you enter during the analysis phase of the negotiation. You can enter a number that represents the highest number that can be entered for any header attribute. These attributes often solicit information about the supplier. Note: The settings you specify here apply to all header attributes. personnel qualification. You define the following defaults: Enable weights If you click this checkbox. Complete the required attribute fields. If you change the max score. Click Submit 7.3 What are score settings and how do I use them with header attributes? While defining your negotiation header. it only applies to new attributes. Examples of header attributes might be years the supplier has been in business the supplier's business structure (public or private) the supplier's business status (minority or woman owned) Using header attributes allows you to obtain important information on other aspects of a supplier such as past performance. Default maximum score.

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

The possible values for your operating unit are defined in Oracle Human Resources. The default address is defined in Oracle Purchasing. The default is set in Oracle Purchasing. The precision you set doesn't apply to per-unit prices entered in a currency other than the RFx/Auction currency. The default is set in Oracle Purchasing. Click the flashlight icon to browse for other addresses. FOB Page 201/209 . 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 Inventory. While you can set the precision for unit-prices entered in a non-RFx/Auction currency when you define your currency list. *Ship-To Address Address to which the RFQ/Auction items will be shipped. 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. Payment Terms The payment terms for your suppliers. use can use the following fields for additional information: o o Global Agreement Effective Start/Effective End Use the pop-up calendar to identify the start and end dates of the agreement. The default address is set in Oracle Purchasing.Oracle Sourcing Help The number of decimal places allowed for per-unit prices entered in the RFx/Auction currency. The possible values are defined in Oracle Payables. o Total Agreement Amount The amount the buyer agrees to spend with the supplier over the course of the agreement. Agreement Terms If you select blanket purchase agreement as the negotiation outcome. o Minimum Release Amount *Billing Address Address to which your RFQ/Auction bills should be sent. Click the flashlight icon to browser for other addresses. You can select any of the addresses defined for your operating unit in Oracle Human Resources. The ISO standards are used automatically by Sourcing.

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

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

9) Page 204/209 . click the Auctions or the RFQs tab. Per-Unit .The default status is active.a fixed amount for each unit of the item. enter information for the following fields: Code . Description .a percentage of the final negotiated item price. You can define the same price element to every language installed. 7.8 Can suppliers communicate with each other while a negotiation is in process? This file has been obsolete." 5.Oracle Sourcing Help To create a reusable price element: 1. You can change the statue to Inactive to prevent the price element from being added to any negotiations. You return to the Price Elements page. % of Item Price . click Done. Click "Price Elements" under Auction/RFQ Tools.this code must be unique within all price element codes Price Element Name . When you have finished entering. Please see How do buyers and suppliers communicate while a negotiation is in progress? (See Section 2. Status . select the language for which you are defining the price element.4. On the Price Elements page. From the Sourcing Welcome page. 6. 4. On the Create Price Element page. Fixed Amount .this name must be unique within all price element names.a fixed amount regardless of the number item units. 2.how the cost for this price element is determined. 3.a text description of the price element Pricing Basis . Click "Create Price Element.

3. In order to make standard clauses available to be used in business documents. 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. Clauses are drafted based on both business and statutory requirements. at which point the clause becomes a non-standard clause.Oracle Sourcing Help 7. A contract template can consist of: o o o Clauses Variables Deliverables Note: The Deliverables functionality is currently supported only on contract templates with the Buy intent. Add the clauses to a contract template. not in contract templates. the contract template can contain both approved and draft clauses. You can create and modify standard clauses in the Library. After you apply the contract template to a business document. or a standard clause that you edit and make non-standard.1 About Clauses A standard clause is the legal or business language used to author a contract. Standard Clauses A standard clause is a clause defined in the Library (See Appendix 7.9 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. 7. These templates can then be used to default clauses and deliverables on a contract.9. Prior to approval. You can either approve clauses before adding them to the contract template. Page 205/209 . Apply the contract template to a business document.9.2 “About the Contract Terms Library”). 2. all the clauses in the contract template automatically become standard clauses in the business document. Non-Standard Clauses Non-standard clauses exist only in business documents. you must perform the following steps: 1. Approve the contract template. You can create templates that include both clauses and deliverables. the text of a standard clause in the business document can be changed. Unless protected.

customer name. Templates provide a framework for rapid assembly and creation of contracts. Local organizations can then use or duplicate these clauses and templates and customize them to meet their own specific local requirements. Organizations can manage clauses and templates centrally in a global organization. which will be automatically substituted with values when the clause is used in a contract. and supplier name. these tokens will be substituted with values from the business document.2 About Variables Oracle Contracts supports the use of business variables (tokens) in clause text.9.9. Another key feature of the Library is the ability to establish global standards and enforce these standards enterprise-wise. These rules can be applied on a business document to bring in additional clauses based on the information in the business document. System variables are also available to be used in defining Contract Expert rules. These capabilities provide the foundation for contract process standardization and control across the enterprise.Oracle Sourcing Help 7.1 About the Contract Terms Library The Contract Terms Library is the central library of all pre-approved clauses. The Library gives the legal department and business organizations a powerful tool to create reusable clauses. contract templates. 7. and Contract Expert rules that can be used to create contracts across the enterprise. Page 206/209 . During authoring. Note: The Contract Terms Library is generally referred to as the Library. and variables. Clauses can be grouped into sections and stored as reusable contract templates to codify best practices. You can use the Contract Expert feature of Oracle Contracts to create rules that represent the business policies of the organization. In addition to standard clauses and contract templates. 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. This section also includes the following topics: o o Variable Identification Value Sets for Variables System-Defined Variables These represent contract document attributes such as payment terms. sections. You can embed system variables in the clause text.1. the Library supports the creation and maintenance of a library of folders.

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

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

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

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