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

...4 What are Your Negotiations at a Glance?.......................... 105 2..............1....6 How do I copy a sourcing document?...... 91 2...............................4 What are contract terms and conditions..... 84 What are Reusable Price Element Lists.......2......... 103 2..... 98 2...................1 How do I create a deliverable and use it in a negotiation document?......2........................... 112 2......................................4................ 106 2................................................................................. 105 2...................... 98 2............ 88 2..... 107 2.... 100 2.........................1................... 102 2....12 How do I change my auction's AutoExtend settings while the auction is in progress?............9 What are amount based line types.....1.........................2 Using Oracle Services Procurement and Oracle Procurement Contracts....8 How do I view the backing information for lines AutoCreated from Oracle Purchasing?..................... and how do I use them?..1.........4...1................... 97 2.1..................................2 How do I monitor the negotiations I have created? .......................11 How do I extend a negotiation that is in progress? .. and how do I use them?............3.............................3..1........................................... 92 2.. 96 2..............13 What is shortlisting and how do I use it? .............................9 How do buyers and suppliers communicate while a negotiation is in progress? ............3..1...1..4.....3.......... 117 Page 5/209 2...............................................................1....................................... 114 2...................................................................................4................10 How do collaboration teams work? ..........14 How do I initiate a new round of responding?.........................Oracle Sourcing Help How do I use price elements? .............5 How do I create a deliverable and use it in a negotiation document?..4..............3..3 Monitoring Negotiations...........1 How do I access negotiations? ..1....... 84 2............3 How do I respond on behalf of suppliers without Internet access?.................. 103 2........................ 110 2...........4................... 95 2.................1..... 96 2................... 115 2..2....1.2 What kind of services can I negotiate for?............ and how do I use them in my negotiation?................3.........8 What are price breaks.4................................................................3..........................3........ 116 2....13 What are global agreements........4 Can I create and save sourcing documents without submitting them? .......................1 What are some negotiations strategies I can use? ..................... 106 2...............................3.... 102 2..........................3 Are there any shortcuts available when creating a sourcing document? ...2...........7 What are contract terms and conditions.......................................3..3....... and how do I create and use them? .....................3....3.4............................. 86 2... 109 2...........................4.............................4 Additional Creation Topics ....................................11 Who can participate as team members? .... 107 2........3 How do I define services related lines?...........5 How do I use the Graphic Monitor to compare competing quotes or bids for a particular negotiation line?...........1.....3.....3..............................5 2.................................6 ...............3.......... 108 2... 104 2...7 What are price breaks.........4......10 Can I invite additional suppliers to a negotiation I've already created? ...........2 What is a sourcing event? ............... and how do I use them in my negotiation?............. 114 2...... 88 2...........4. 93 2...... 99 2.............. 100 2............................4.........................................12 How do security levels work? ....3.......................................................................................1..................................4.......................6 How do I download the responses I have received? ............ and how do I use them?..........1......7 How do I analyze the responses I have received?.......1................................... and how are they used? ..................

..............5 How do I download the responses I have received? .................... 143 4...................................2 What is the Savings by Category report?...... 135 2.1 Introduction to Sourcing Intelligence.................................12 How do I generate a purchase order document? .....19 How do I view the approval history for my negotiation? ..........................................................................1 Searching for your negotiations in which you are participating: .... 130 2................... 133 2. 137 2.1..2...4......................5....... 142 3.........2... 148 Page 6/209 2.8 How do I allocate backing requisitions among awarded items? .....6 Searching for addresses:.....................1........................................................ 131 2..1.................... 124 2....4............................................................. 139 2........................ 137 2..................................................................5.... 143 4........ 144 4...........................................................................4.............. 142 4....1.16 How do I cancel a negotiation?.........15 ....4...............................4 Searching for suppliers:.3...........1 What is Sourcing Intelligence? .5........1 How do I run reports? ....................................11 Can I see information on my negotiations once I have completed awarding them? ...... 124 2.......................................................................................1...................3 What are the different methods I can use when performing awards? ........4...5....................3.9 How do I disqualify responses I receive for an RFI.....................................3 How do I export data to a spreadsheet? ..... 138 2..........1......3...................................... 139 2.................1..........4......... 136 2........2 Savings by Category report..........4......5 Searching for lines and categories.................2 How do I unlock and unseal a sealed RFQ or auction? ..................................................... 128 2.......20 How do I manage deliverables I have assigned to a negotiation?........... 141 3.....................4 Awarded Quotes report .......... 143 4.3.........................................1.....................................4..3 Searching for draft negotiations ... 137 2...................................................1 Awards by Supplier report .........................1 How do I search for information on Oracle Sourcing? .......... 120 2.............................18 How do I print information on my negotiation? ...3.........2 Intelligence Reports ................................ 122 2.. 143 4.................. 129 2.. My Profile .......1.1.............................................................. 143 4...............................10 What information is contained on the Award Summary page? .....................................5 Searching.. 141 2............3 Awarded Bids Detail report ...................1..4..2.................................... 140 2.....2 Searching for all negotiations to which you have access:.........................................5...................................3.. 145 4................................................... 147 4...4.....................6 How do I manually score header attributes? ....3........2............................... 123 2............. 145 4................... 138 2...1 How do I update my Sourcing personal options? ........... RFQ.......................7 How do I use a spreadsheet to award negotiation items?..............7 Searching for lists..................................13 What is contract binding?................... 145 What is the Awarded Quotes report? ..............4.....................1................... 147 4....................................................................................1 How do I view the responses I have received? ......17 How do I create an amendment to a negotiation? .. Sourcing Buyer Intelligence Reports....1......5............. 120 2............ 144 What is the Awarded Bids Detail report? ............................2 What are the Sourcing Intelligence reports I can generate?......... 124 2..................... 120 2........... 124 2....4.... 121 2............ 127 2.4 Awarding Negotiations .......2.......5..4 How do I award business in an RFQ or auction?............1..... 144 4........Oracle Sourcing Help How do I close a negotiation before its scheduled close date and time?..........2................................1 What is the Awards by Supplier report? ..........................5.......... or auction? ..4..............................1............... 147 4.. 133 2....................................

.12 How do I respond to a service-related line?....13 How do I download a spreadsheet and respond offline?.............2.................................... 177 6......... 179 Page 7/209 .2..2... 163 5....1............................. 165 5...........................................1...... 161 5. 178 6.........................................2............ 159 5...........2...........................................3 What is the Awarded Bids Detail report? .... 167 5.....................2..................................................................................... 159 5............... 178 6.... 152 5.....10 What is proxy bidding and how does it work?......................................................... Additional Information...............4 What information is contained on the Disqualified Responses page? ..1............ 150 5.................................2 How do I use Quick Links?................................... 175 5..................................................... 161 5......2. 163 5..............2.......................................... 176 5.....1.........................3 Searching..................5 What information is contained on the Awarded Items page? ......................................12 What is power bid?...........................................2......... 164 5................................1 How do I access negotiations? ....... 150 5.........2 Can international companies participate? ............2.............18 How do I respond to a deliverable defined to a negotiation?............9 How do I print information on my negotiation? ....................... 179 6......... 170 5....4 How do I view the details of a negotiation before placing a response? ...Oracle Sourcing Help 4......................................3 How do I respond to a negotiation? ...11 How do I respond to a deliverable defined to a negotiation?.............................6 What information is contained on the Rejected Items page?..............................................8 How do I turn off proxy bidding? ...........................1 What are the benefits of registering and participating in this system? ..............1...........1 How do I search for negotiations? ........................... 167 5........................................................ 149 5..........1.............................................................1...................... 177 5... 152 5...............................7 How do buyers and suppliers communicate while a negotiation is in progress? ................ 170 5...................3 How do I track the status of my responses?...................1 Additional Topics ........................ 158 5................................. 168 5........ 178 6........................................................1.....1..........16 Why would a negotiation have special terms and conditions? .......................................................3 What is a WinZip (or zip) file? .. 173 5................................1 How do I monitor negotiations to which I've responded? .........2 Monitoring Negotiations...................19 How do I respond to a service-related line?..................................15 How do I respond to a negotiation that has gone to an additional round of responding?..... 150 5............. 151 5......1 Responding to Negotiations................10 How do I respond to an amendment to a sourcing document? .......6 How do I submit a response online? ......................1............. 158 5...................4 What is the Awarded Quotes report? .......9 What is AutoRefresh? ...........5 How do I respond to a Request for Information (RFI)?....................14 How do I rebid on an RFQ or auction? .... 166 5.....................1..............................2..8 How do I use item attributes and price elements when responding to a negotiation? ..2... 154 5....1.......................1........... 169 5............11 How do I turn off proxy bidding? .................................... 167 5..............................................1............1...................................2 How do I use Quick Links?................................ 167 5.1........... 148 4.........................7 How do I view the attachments associated with the negotiation to which I am responding? ..1.17 How do I respond to an amendment to a sourcing document? ...... 172 5........................ 164 5...1...................1............. 174 5..............1............................................... 153 5............ 162 5..........3.. Help for Sourcing Suppliers........................................................2....1........2.....1..................................................

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

see Getting Started for Suppliers. To monitor the negotiations in which you are participating. and password. Click the Intelligence tab on the Sourcing Home page. You can create a request for information (RFIs). 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. You can monitor your negotiations in real time and communicate with participants using online discussions. date format. among others. request for quotations (RFQs). click the appropriate link(s) in the Quick Links section of the Negotiations Home page. see Getting Started for the Sourcing Super User.1. Page 9/209 . To manage draft negotiations on which you and others may be working. and Buyer's Auction. Getting Started 1. If you are responsible for administering the Sourcing system.1 What can I do with Oracle Sourcing? If you are a Sourcing Buyer. see Getting Started for Buyers.1 “Creating Negotiations”). Getting Started for Buyers As a Sourcing Buyer you have access to a wide range functionality with Oracle Sourcing. This system also provides graphical summary and detail reports (See Appendix 7.Oracle Sourcing Help 1.1 New to Sourcing? 1. click the appropriate create link from the Quick Links section of the Negotiations Home page. click "Edit" under the Drafts Quick Links section. check the Negotiations at a Glance section. You can enter many different personal options such as your language. To create an RFI. To create templates and reusable lists to simplify negotiation creation.1 “What are the Sourcing Intelligence reports I can generate”) for many transaction types. If your system is integrated with Oracle Purchasing. If you are a Sourcing Supplier. 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. buyer's auction (See Section 2.1 “How do I update my Sourcing personal options”). RFQ. click the Preferences link at the top of the page.

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

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

who might never meet face-to-face. Common Functionality All sourcing document types have the following common functionality to simplify the negotiation creation process: Reusable Attribute Lists (See Appendix 7. Buyers and sellers.7 “Can I accept responses in multiple currencies”) Multiple Language support Notes and Attachments (See Chapter 6.1. but on lead times.6 “How do I copy a sourcing document”) Multiple Currency support (See Section 2.1 What is Oracle Sourcing? Oracle Sourcing offers flexible negotiation capabilities to buyers and sellers.2.2 “Glossary”) Terms and Conditions enforcement (See Section 5.1 “How do I create an attribute list?”) Reusable Invitation Lists (See Section 2.2 Getting Started with Oracle Sourcing 1. Prices are established based on actual supply and demand at the time the negotiation is transacted. and buyer's auctions.2. and then use that information to create negotiations that drive prices based not only on price. “How do I create and edit negotiation templates?”) and Copy features (See Section 2. Buyers can use the information obtained to subsequently conduct an RFQ or buyer's auction.2.2.1.16 “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.4 “How do I create and edit a reusable invitation list”) Sourcing Template (See Section 2.3.requests for quotations (RFQs).4.2. and item-specific attributes.Oracle Sourcing Help 1.1.1 Frequently Asked Questions: Oracle Sourcing 1. Buyers use real-time interaction to obtain information on suppliers' products and services.1. quantity. enabling them to efficiently obtain the best possible prices for goods and services. can bypass intermediaries and establish relationships that might not have been possible using more traditional methods of buying and selling. requests for information (RFIs). The four different types of sourcing documents available .1. Page 12/209 .1.1.

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

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 .

and whether partial bids are allowed. request for quotes (RFQs). The supplier responds by answering the buyer's questions. Requests for quotes (RFQs) RFQs enable buyers to collect quotes from suppliers for complex and hardto-define items or services. Auctions Auctions enable buyers to solicit bids for goods and services that are clearly defined. This information generates competition and encourages suppliers to submit their best possible price. as necessary. Once the auction is completed. whether multiple rounds of bidding are possible. RFQs can be blind (buyer can see the quotes during the RFQ. If permitted by the buyer. RFIs typically do not make reference to item price or quantity. Buyers can discover new suppliers or buyers and get competitive pricing or improved service. Many different items can be included in an auction.Oracle Sourcing Help 1.2 What are the differences between the available negotiation types? The four types of negotiations are Requests for Information (RFIs)'. suppliers can view all bids submitted while the auction is open. This process may go through multiple rounds of negotiations and quotes. Once suppliers have submitted an initial round of proposals (quotes). At the conclusion of the RFI cycle. The RFQ process is generally the longest of the negotiation processes. the information contained in the RFI can be copied into an RFQ or buyer's auction.1. and auctions. so suppliers can never see each other's quotes while the negotiation is in progress. Page 15/209 . such as made-to-order manufacturing or construction projects. Requests for Information (RFIs) RFI's are used to qualify suppliers and their goods and services for subsequent procurement activities. The buyer uses supplier responses to identify the group of suppliers who should be included in the subsequent negotiation. RFIs can be (and typically are) taken to multiple rounds until the buyer has enough information to identify supplier(s) with which to deal. such as office furniture and memory chips. the buyer has the power to fine-tune the RFQ and initiate detailed negotiations. Buyers can tailor each auction to control who can see bids during the auction. Therefore.2. RFIs are used more for gathering information on goods and service provided by a supplier than to lock in particular price information. See the table below to help you determine which type of negotiation to create. suppliers are immediately notified of the auction results via online notifications. but suppliers cannot) or sealed (neither buyer nor suppliers can see the quotes until the RFQ is closed and the quotes are unsealed). RFIs identify important item criteria on which the buyer needs information.

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

2.4.1.1.4.1.1.10) Bidding (See Power Bidding (See Section 5.11) Buyers can Manual Extend (See manually extend Section 2.4.4.8) Extend/Early Close (See AutoExtend (See Section Section 2.1.11/2.11) an RFQ or close an RFQ earlier Early Close (See Section than the 2. Multiple Quotes The RFQ business process allows suppliers to submit a single quote per round.1.3 What time saving functions are available to me when creating negotiations? There are many ways you can streamline the creation of sourcing documents: Copying an existing document You can copy documents that you. Convert to negotiation document (See Section 2.8) Price Elements (See Manual Section 5.7) 2.1.15) Buyers can manually extend an RFI or close an RFI earlier than the scheduled close date.3. have previously created. Decrement/Increment (See Section 2.8) Section 5. Bids buyer.15) scheduled close Minimum Bid date. item information.3.8) 5. Page 17/209 .11) Price Breaks (See Section Price Breaks (See Section 2.8) RFIs use item attributes to solicit item information from suppliers. terms and conditions.4.1.4.2) Information obtained during the RFI can be used to create a new negotiation document.1. The details of the document such as the controls.10) Price Elements Attribute Based Bidding (See Section (See Section 5. and invitation list are copied into a new document which you can edit if necessary.1. or any other users in your organization.Oracle Sourcing Help Attribute Based Bidding (See Section 5. Multiple If allowed by bidders may multiple bids.1.1.7) 1. submit Other Proxy Bidding (See Attribute Based Section 5.11) 2.1.1. Manual Extend/Early Close (See Sections 2.

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

buyers define attributes for negotiation items. called item attributes.7 I just saved a negotiation as a draft document. 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. You are granted exclusive control until you release it.6 What is attribute based negotiation and how can I use it? Attribute based negotiations enable buyers to define multiple item-specific characteristics.2. From this page you can access and edit any of your draft negotiations. Buyers can efficiently create and award RFQs and auctions while suppliers can also use this functionality to assist in bidding in auctions or submitting quotes for RFQs.5 Are reusable invitation lists and reusable attribute lists shared across all three negotiation types? Yes.1. and delivery. Item attributes and their responses comprise the heart of the RFI process. From this page. you can click "Manage Draft Negotiations" to access the Manage Draft Negotiations page. ensuring that only one user can work on a draft at any time. in essence "answering" the buyer's question. or display only. When creating an RFI.2." Alternatively. these lists are shared across all document types and can be accessed by the buyer as required. How do I continue working on it? You can continue working on a document saved as a draft by After clicking Save Draft. The document is released when Page 19/209 .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.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. you see the Confirmation page.1. These attributes represent important aspects of the item for which the buyers need information from their suppliers. 1. you can click "Continue editing your draft.2.2. 1.1. 1.1. Suppliers reply to the item attribute. Depending on the setting chosen during the negotiation creation. but also to other features salient to each item. optional.Oracle Sourcing Help 1. 1. quantity. these attributes can be either required. that allow bidders/suppliers not only to respond to the price.1.

1. you can delete the draft for the new round from the Manage Draft Negotiations page. However.9 What is the minimum information I need to enter before I can save a draft negotiation? Enter the information required for Step 1 of the creation process. 1. 1. What are the differences? You can create RFQs and auctions in both Oracle Purchasing and Oracle Sourcing. The system automatically updates the status of the previous round to Closed. (The original creator can always unlock a draft.2.2. The draft creator selects the draft and clicks Unlock on the Manage Draft Negotiations page. 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. You submit it (the draft becomes a valid negotiation in the system). You delete it from the Manage Draft Negotiations page.10 If I have saved a draft of a new Quoting/Bidding round.Oracle Sourcing Help You save it.) Another user removes the lock. (Users with the appropriate function security.1.12 I know I can create RFQs and auctions in both Oracle Purchasing and Oracle Sourcing. You can save an negotiation as a draft as soon as you get to Step 2.) 1. the system automatically updates the status of the previous round to Round Completed. making it available for award. The information from the previous round is enough to save a draft.2. can I award business to quotes/bids from the previous round? Once you save a new round of Quoting/Bidding. can unlock draft auctions/RFQ which were locked by other users. 1. It is removed from the system. you are not required to enter any information. such as the Sourcing Super User. If you wish to create a draft for a new round.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.1.1. Each has its own benefits: Page 20/209 . Negotiations with Round Completed are not available for awarding.

Scores represent the desirability of that attribute value or range of values compared to other values.14 What is Multi-Attribute Weighted Scoring and how does it work? Multi-Attribute Weighted Scoring is the ability for a buyer to use customizable attributes to define a product or service in a quantifiable manner. or need-by date. the more desirable the attribute value or range of values. Weights and scores can be assigned to the custom attributes. The higher the weight.1.2. Page 21/209 .1. 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. 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. Scores are numbers between zero and 100 and are assigned to each possible attribute value or range of values. Custom attributes having weights and scores are called weighted attributes and require a response. New buyers can then manage the requisitions as needed. the more important the attribute to the item.Oracle Sourcing Help RFQs/auctions in Oracle Sourcing Real time bidding.2. It then ranks the scores for the same item from different respondents based on a Price to Total Score ratio. breaks. the requisitions become available again to AutoCreate in Oracle Purchasing. 1. 1. This allows the buyer to define the relative importance of each attribute by assigning weights to these attributes and scores to expected values for each attribute. The old Sourcing negotiation number remains on the requisition line until a buyer creates a new negotiation using the requisition. As responses are received. quantity. The goal of scoring is to motivate a respondent to respond with quotes/bids most closely matching the desired attribute values.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 system calculates a weighted score for each attribute response and a Total Score for the item.

15 What does the Price to Total Score ratio mean? The Price to Total Score ratio is calculated only for Multi-Attribute Weighted Scoring RFQ/Auctions and is used to rank quotes/bids.1. Though suppliers in a multi-currency negotiation can submit responses in several currencies. the system will automatically convert the responses to the negotiation currency.2. When you create a new negotiation. 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. 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. A buyer can view bids plotted on a Price to Total Score graph to assist in analysis of quotes/bids. 1. suppliers can quote/bid on price. but it offers the lowest price per point of score. the buyer can still award the negotiation to any supplier regardless of the Price to Total Score ratio values. The lowest ratio receives the highest rank. however. the system ranks the supplier only on the basis of price. the negotiation currency defaults to the functional currency defined for your operating unit.1. quantity. you can allow bids or quotes in currencies other than the negotiation currency. In other words. In both price-only and Multi-Attribute Weighted Scoring negotiation. 1.2. The winning response is decided based on the buyer's definitions of the relative importance of item attributes. you can invite these users Page 22/209 . 1. In a Multi-Attribute Weighted Scoring negotiation.Oracle Sourcing Help 1.2. they are allowed to respond in only one currency per response. The buyer can still award the item regardless of the ratio. delivery dates and attributes of an item.16 What is the difference between Price-Only and Multi-Attribute Weighted Scoring RFQs/auctions? In a price-only negotiation.2.1. Whenever you view the responses you have received. it offers the best value for the money. However. To lower the ratio for an item included in a bid. reflected in the Price to Total Score ratio.1.18 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. item attributes can be scored and weighted.17 Can I accept multiple currencies in my negotiation? Yes. The lowest ratio among competing responses may not offer the lowest price.

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

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.2. enter the required information. You receive a confirmation that the new user has been registered. 1. Select the applications to which the user will have access. 3. Click Register. 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. a buyer with the appropriate authorization can add the company to your Supplier Master). 1.1. Search for and select the supplier company name by using the flashlight icon (if the supplier company information does not exist within the system. On the Register an External User page. From the Portal page. Invitations are automatically sent to each supplier." 2.1. click "Register a Supplier User. can directly register and approve users. 1.Oracle Sourcing Help To register a user yourself: Anyone with the Sourcing Super User authorization. acknowledge intent.20 What is the purpose of notifications? Who receives them and when? Notifications are used to communicate specific events to users. Event Recipient Purpose To inform them that the negotiation is open for previewing or bidding To invite them to acknowledge intent.2. and participate To inform them about the newly updated close time To inform about the extended close date/time newly Early close of an All invitees and suppliers RFQ or auction Extend close date/time of an All invitees and suppliers RFQ or auction Page 24/209 .

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

Page 26/209 . these new invitees receive reminders at the original time.2. the reminder is not sent. If additional companies are added before the original reminder time. If the negotiation is closed. Such acknowledgments are intended to enhance communication between buyers and suppliers and inform buyers of the potential participation. 1. then invitees do not receive any reminder. 1. If the buyer starts another round of negotiation before the reminder time. It is not mandatory to acknowledge your intent before submitting responses. You cannot respond to any negotiation that your company owns. you can respond to negotiations created by your company's affiliates. Otherwise.23 Can I respond to a negotiation created by someone in my company? No. Once you have completed this spreadsheet. they do not receive reminders. then invitees do not receive a reminder. Bulk loading is also useful if you respond in similar negotiations that occur repeatedly.1. however.2. The new round of negotiation is now treated as a regular new negotiation and invited companies in the new round should acknowledge their intent to participate again. you can upload it to enter your responses into the system to. they receive it at the original reminder time.1. 1.22 Do suppliers need to acknowledge their intent to participate before submitting responses? Suppliers are encouraged to acknowledge their participation intention after they receive the invitation email.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. However.2. canceled or deleted before the reminder time.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.1. if they are added after the original reminder time. you can download a spreadsheet which you can complete offline to specify your response information.

In Oracle Sourcing. For a Note field. for example. you can enter a maximum of 240 characters. On the Negotiations Summary page. As the system administrator. 1." Select the indicator and specify whether users can override your selection. Page 27/209 . 1.2. You can also search Oracle Purchasing by entering the original requisition information. On the Award Summary page.27 Can the system administrator require buyers to use a certain rank indicator? Yes.26 How many characters can be entered into the Item Description and the Note fields? For an Item Description field.2.2. You can search for the purchase orders in Oracle Purchasing by entering the negotiation data.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. which includes the purchase order numbers along with other information. the negotiation number. Any user assigned the appropriate job function can add suppliers to an RFQ or auction any time before the close date and time.1. This displays all purchase orders for a particular negotiation. access the negotiation whose associated purchase orders you wish to see by entering the negotiation number into the Search Negotiations fields.1.1.25 Can I invite additional suppliers to an RFQ or auction I've already created? Yes. click the response number link to view the information on that response including the corresponding purchase order created for that response. you can require a particular indicator be used for all negotiations. and then click "Negotiations Configuration. 1. you can enter a maximum of 2000 characters. You can check your Notifications for the Purchase Order Creation Notification.Oracle Sourcing Help 1.1. select Award Summary from the Action menu and click Go. Click the Administration tab.

1 “How do I create a new negotiation”). Steps in the RFQ process include: 1.1. The suppliers' responses to the RFQ allow the buyer to compare quotes and negotiate the best price and specifications for the good or service. 2.1.5 “How do I use price elements”). RFQ is typically used for complex items or services such as made-to-order manufacturing items or construction projects.1. buyers can review quotes and award the RFQ or submit a modified RFQ for another round of quoting. Once suppliers have submitted an initial round of quotes. Buyers analyze the quotes and either award the RFQs or modify the RFQs and open them for another round of quoting. Buyers initiate RFQs that may include multiple line items by publishing the RFQ and inviting suppliers.4 “How do I create and edit a reusable invitation list”). Quote preparation and submission (See Section 5. RFQs typically consist of multiple rounds with competition focused on whether supplier(s) can meet the specific requirements.2.Buyers can monitor real-time quote activity and take appropriate action.2. 3.Oracle Sourcing Help 1. RFQ Capabilities RFQ templates (See Section 2.3.2 “How do I monitor the negotiations I have created”). RFQ creation (See Section 2.2. RFQs supports both blind and sealed RFQs.1.1. 4. Reusable attribute lists (See Appendix 7. Suppliers cannot view competing quotes while the negotiation is in progress.5.3 “How do I respond to a negotiation”). The RFQ process usually lasts days or weeks through multiple rounds of negotiations.Suppliers view the RFQ details and submit their quotes online. RFQs enable buyers to collect quotes from suppliers for complex and hard-to-define items or services.2. Reusable invitation lists (See Section 2.1 “How do I create an attribute list”). suppliers are immediately notified of the results via online notifications.4. Once the RFQ is completed.1.2 Getting Started with RFQs RFQs support the full business process to solicit quotes from suppliers.4 “How do I award business in an RFQ or auction”). RFQ monitoring (See Section 2.3 “How do I create and edit negotiation templates”). Page 28/209 . Price elements (See Section 2. RFQ modification or awarding (See Section 2.

1.13 “How do I download a spreadsheet and respond offline”).2 “Glossary”).4.1.15 “How do I close a negotiation before its scheduled close date and time”). Capture Total Cost (See Appendix 7.5.7 “What are reusable price elements and how do I create them”).1.Oracle Sourcing Help Price breaks (See Section 2.6 “Why are some RFQs and auctions associated with a sourcing event”). Terms and Conditions enforcement (See Section 5.3. Integration with Oracle Purchasing (See Section 2.4. Quote comparison (See Section 2.4. Sourcing Events (See Appendix 7. Multiple RFQ styles: blind or sealed (See Section 6. and how do I use them”).1.1. Real-time status updates Notes and attachments (See Section 6.14 “How do I initiate a new round of responding”).2 “Glossary”). Canceling RFQs (See Section 2. or auction”).1. RFQ. Graphic RFQ monitor (See Appendix 7.16 “Why would a negotiation have special terms and conditions”) Quoting online (See Section 5.6 “How do I submit a response online”) and offline (spreadsheet quoting).14 “How does Oracle Sourcing use information in Oracle Purchasing when AutoCreating draft sourcing documents”).4 “How do I award business in an RFQ or auction”). Monitoring quote activity in real-time (See Section 2.7 “What are price breaks.9 “How do I disqualify responses I receive for an RFI. (5.5 “How do I use the Graphic Monitor to compare competing quotes or bids for a particular negotiation line”). Manual extend (See Section 2.4.16 “How do I cancel a negotiation”)and Disqualifying quotes (2.4. Page 29/209 . Multi-round quoting (See Section 2.2 “How do I monitor the negotiations I have created”).8 “How do I use item attributes and price elements when responding to a negotiation”).4. (See Section 2.11 “How do I extend a negotiation that is in progress”) and early close features (See Section 2.5 “How do I use the Graphical Monitor to view responses to items in my negotiation”) Purchase order generation Attribute based quoting (See Section 5. Online or offline awarding capability (spreadsheet awarding).5.

you can upload items using a spreadsheet.2.2.3. In a Multi-Attribute Weighted Scoring RFQ.2.2. Suppliers can choose the Quote currency in which they will place their quotes.3 Frequently Asked Questions: RFQs 1.3 Can I cancel or retract my quote? No.2.Oracle Sourcing Help 1. 1.4 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. but you must enter the weights and scores for an item's scored attributes online. This allows you to create your multi-line RFQ quickly. An RFQ buyer can setup an RFQ to accept quotes in multiple currencies by selecting the RFQ currency and then identifying any Quote currencies in which quotes will be accepted. you can submit multiple quotes within the same round. You can prepare your list of RFQ items offline and upload the completed spreadsheet. but quote disqualification is at the discretion of the buyer.3.2.3. 1. Page 30/209 .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. The system validates the data. Quotes are converted to the RFQ currency for quote review. ensuring the integrity of the submitted RFQ items. You can contact the buyer who created the RFQ and ask to have your quote disqualified.2 Can I submit multiple quotes per round? If allowed by the quote controls. The Unseal Date is the date when the buyer unseals the unlocked RFQ allowing the suppliers to view the quotes as well. Quote Currencies Additional currencies in which quotes will be accepted.3.3.1 What are the Unlock Date and the Unseal Date? The Unlock Date is the date when the buyer unlocks the closed RFQ to view the received quotes. It is the RFQ buyer's reference and review currency. 1. 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. 1.2. the most efficient way for a supplier to quote is to use a spreadsheet to download the contents of the RFQ and prepare the quotes offline.3. Downloading the RFQ contents allows suppliers to quickly respond.2. When creating additional rounds for an RFQ.11 Can I invite additional suppliers to subsequent rounds of an RFQ? Yes. spreadsheet items are validated to ensure the integrity of the submitted quote. Promise Date is an required field.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. Page 31/209 . In an RFQ whose outcome is a blanket purchase agreement.3. 1.2.3.Oracle Sourcing Help 1. See How do I invite suppliers to my RFQ or auction? for details on identifying contacts. 1. you can invite additional suppliers by using the same process employed during the initial RFQ creation. you can enter the address in the Additional Contact Email field during negotiation creation. When Promise Date is an optional response.8 What is the Promise Date.2.3. the Promise Date is optional. and why would I enter one? In an RFQ whose outcome is a standard purchase order. 1. completing multiple item attributes.6 What is the most efficient way to quote on many line items in an RFQ? If an RFQ consists of many line items. Suppliers complete the quoting process by uploading the spread sheet back to the system. You can invite suppliers by selecting them from the supplier master list. In all other cases.2. Once the supplier has provided you the email address.2. An automatic invitation will be sent to each invited supplier.3. This is one of the feature of RFQs and mirrors the general off-line behavior of this negotiation model. During the upload. the Promise Date is required only if the RFQ uses multi-attribute weighted scoring and Promise Date is one of the scored attributes.9 Is an RFQ always blind or sealed and why? An RFQ is always either blind or sealed.3. you can enter a Promise Date to differentiate your response from other competing responses.

3. can I see who is bidding? In a sealed RFQ. however.2. Use the negotiation number in the Search Negotiations fields on the Negotiations Home page to access the negotiation. you can manually close your RFQ earlier than the original close date/time. 1.14 Can I close my RFQ earlier than the original close time? If you select the Early Close option when specifying quote controls.3. Select Start New Round from the Action Menu. you can use the Graphical Monitor to view quotes. 1. select Close Early from the Action menu to close the RFQ.12 In a sealed RFQ.15 How do I start another round of quoting in an RFQ? Once an RFQ has been closed. 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 . On the Negotiations Summary page.2.2. you can start another round of quoting. 1.3.3.2. On the Start New Round page. you can see how many quotes are being placed. 2. none of the details are available for viewing by any suppliers. you cannot see either the name of the respondent or the details of the bid until you unlock the RFQ.13 Why can't I see the graphical monitor in a sealed RFQ? While an RFQ is sealed. Once the buyer has unlocked and unsealed the quotes.3. 1.Oracle Sourcing Help 1.

the business terms and conditions and intended bidders. Auctions last for a set period of time. although the close time can be extended manually or automatically based on last minute bids. quantity and item-specific attributes.3 “How do I respond to a negotiation”). such as office furniture or memory chips. Creating the auction (See Section 2. Auctions are typically focused on creating competition between bidders. Negotiations allows buyers to establish either public or private auctions to meet the specific needs of buyers.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. typically a matter of a few days.1 “How do I create a new negotiation”).2.1. flexible auction capabilities to buyers so they can efficiently obtain the best possible price for goods and services.1.The buyer defines the auction and includes all the auction item information. the bidding process moves quickly which results in increased competition. Bidders participate in the auction by viewing the Page 33/209 . Auctions allow real-time interaction to drive dynamic prices based on information that extends beyond price to include lead times. 2.Oracle Sourcing Help 1. Auctions enable buyers to solicit bids for goods and services that are clearly defined. Because most auctions are open for short periods of time.3.1. Responding to the auction (See Section 5. Steps in the auction process include: 1. Prices are established based on actual supply and demand at the time the auction is transacted.4 Getting Started with Auctions Getting Started with Auctions Auctions offer complete.

8 “How do I use item attributes and price elements when responding to a negotiation”). The buyer analyzes the bids and awards the auction based on the price.2.3.4.1. Reusable invitation lists (See Section 2.1.1 “How do I create an attribute list”). Page 34/209 . Price elements (See Section 2.3.1.4 “How do I award business in an RFQ or auction”).1. Manual extend (See Section 2. bidders are immediately notified of the auction results via online notifications.2 “Glossary”).1.6 “Why are some RFQs and auctions associated with a sourcing event”).1.7 “What are price breaks.4. Power bidding (See Section 5. blind or sealed (See Section 6.2 “How do I monitor the negotiations I have created”).1.5 “How do I use price elements”). bid attribute value(s).1.3 “How do I create and edit negotiation templates”). Sourcing Events (See Appendix 7.11 “What are response controls”). Minimum Bid Decrement/Increment (See Section 2. Reusable attribute lists (See Appendix 7.The buyer and all other participants can monitor the real-time activity during the auction and take action as necessary. and how do I use them”).11 “What are response controls”).4. Monitoring the bid responses (See Section 2. Evaluating and awarding bids (See Section 2. Auction features include: Auction templates (See Section 2.4 “How do I create and edit a reusable invitation list”). Once the auction is completed.1. Price breaks (See Section 2.15 “How do I close a negotiation before its scheduled close date and time”).2.1.Oracle Sourcing Help auction items and submitting bids online.2. Multiple Auction styles: open. bid quantity. If permitted by the auction rules. 3. Capture Total Cost (See Appendix 7. Attribute based bidding (See Section 5. Autoextend feature (See Section 2.5. 4. Proxy bidding (See Section 5.12 “What is power bid”).1.10 “What is proxy bidding and how does it work”).7 “What are reusable price elements and how do I create them”). bidders can view competitive bids during the auction.11 “How do I extend a negotiation that is in progress”) and early close features (See Section 2.

RFQ.13 “How do I download a spreadsheet and respond offline”).4.2 “How do I monitor the negotiations I have created”). or auction”). Bid comparison (See Section 2.4.5 “How do I use the Graphical Monitor to view responses to items in my negotiation”) Notes and attachments (See Section 6. Graphic Auction Monitor (See Appendix 7. Online or offline awarding capability (spreadsheet awarding).1.5 “How do I use the Graphic Monitor to compare competing quotes or bids for a particular negotiation line”).1. (5. Integration with Oracle Purchasing (See Section 2.4 “How do I award business in an RFQ or auction”).2 “Glossary”). Page 35/209 . Monitoring bid activity (See Section 2.4.1.9 “How do I disqualify responses I receive for an RFI. Purchase order generation Real-time status updates Bidding online (See Section 5.4 “How does Oracle Sourcing use information in Oracle Purchasing when AutoCreating draft sourcing documents”).5. (See Section 2.Oracle Sourcing Help Canceling auctions (See Section 2.1.6 “How do I submit a response online”) and offline (spreadsheet bidding).16 “How do I cancel a negotiation”) and Disqualifying bid (2.5.

or task bar options”). All registered users in a company can bid on the same auction.Oracle Sourcing Help 1.5. They have the appropriate function security (See Section 6.5.4 What is the target price used for? The target price is mainly used for internal performance analysis for the buyer. links. 1. 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.5. buttons.4 “Why can't I access some pages.2.2. 1. and 3. The auction to which they are responding is not owned by their company 2.5. someone else at your company can award an auction created by you.5. provided that: 1. 1.6 Can two people from the same company bid on the same auction? Yes. The start price is the maximum price in a RFQ or auction at which bidding (or quoting) for one unit of the the item will start.5 Frequently Asked Questions: Auctions 1. 1. Everyone can see the bid content once the auction is unsealed.1 What are the different auction styles? The buyer can choose from three types of auctions: Open: everyone can see the bid content.2. The bid controls for this auction allow multiple bids per round .3 Why isn't there a target price for every item? Target price is an optional value.5. The buyer can also choose to display the target price to the bidders for reference. but only the buyer can see the identity of the bidder. The buyer can see the bids once the auction is unlocked.2. You can elect to display the target price to participants. Page 36/209 . Buyers are not required to designate a target price for every item.2. 1. The target price is the price you hope to pay for one unit of an item.2. Blind: Only the buyer can see the bid content Sealed: Neither the buyer nor the suppliers can see the bid content until the auction closes.2 What is the difference between Quote/Bid start price and target price? When creating a new RFQ or auction.5 Can someone in my company award an auction that I create? If granted the appropriate authorization.2.1. Note: Two people from the same cannot quote in the same RFQ.

1.9 How do I initiate a new round of quoting or bidding? After your RFI. After you initiate a new round of responding.2. that supplier receives an e-mail notification about your RFQ/auction.Oracle Sourcing Help 1. why would I invite suppliers to participate? For a public RFQ/auction.5. or auction has closed. you can initiate a new round of responding if you set the controls to allow multiple rounds of responses (RFQs always permit multiple rounds of quoting). can they view each other's bid details? Depending on the auction style. 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) 1.7 When two respondents from the same company place bids.2. none of the previous responses submitted are available for awarding.13 “How do I invite suppliers to participate in my negotiation”) to participate. 1.5. you are not required to send invitations to any suppliers. Page 37/209 .2.8 If my RFQ/auction is open to all suppliers. and your RFQ/auction appears in that supplier's "Open Invitations" list of invitations. When you invite a supplier (See Section 2.5. However.1. RFQ. you might want to send invitations to increase specific suppliers' awareness of your RFQ/auction and encourage participation.

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

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

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

the bidder can contact the buyer and ask to have the bid disqualified. Bidders cannot respond to display only attributes so there is no value for comparison.5.14 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. For example.5.2.2.13 Why are display-only attributes not visible in the Bid Compare page? Display only attributes are used to convey information to bidders.11 Can a bidder retract a bid? If a bidder has submitted. best bid" is selected for a multi-round auction.12 Why can't I always view scores and weights set up by the buyer? The buyer can optionally hide scores and weights from the bidder. 1. Bidder B receives the higher rank because the proxy bid was created by the system after Bidder B's bid. that is. 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. You can also define the total number of auto extensions and the extension period. Manual Extend allows you to manually extend your auction close date/time before the auction closes.Oracle Sourcing Help 1.5. You can also specify if the autoextend is for the entire auction or particular line items. however.5.A bidder must submit a single.2.5. 1. When the buyer hides scores/weights. You can specify whether the auction is extended from the original close time or from the time when the winning bid has been received. 1.2. the bidder can only view the resulting Price to Total Score for a bid. a company can place one bid in each round when being invited to that round Page 41/209 . AutoExtend extends the duration automatically if new bids are received in the closing minutes of the auction. no other user at the same company can bid. is up to the discretion of the buyer.2.15 How do two bids with the same score get ranked if the prices are the same? The earliest bid gets a higher rank. Bid disqualification.2. The response is at the company level.5.16 What is a Single Best Bid? A Single Best Bid is a response to an auction that allows only one bid per company. once one user at a company responds. When the bid control "No . 1.

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

Supplier A's proxy will only be triggered again if there is a bid with a price lower then USD 84. Supplier B's bid is the winning bid even though the bid price is higher. since proxy bids are generated based only on the price of the competing bid.00. Supplier B then places another bid of USD 92.2. Therefore. For example. Supplier identities are never revealed to other bidders. However. you may need to closely monitor Multi-Attribute Weighted Scoring auctions which also use proxy bidding.5. a bid can be beaten based on the Price to Total Score ratio without triggering a new proxy bid.00. Supplier A's proxy is triggered to place a new bid of USD 84. This bid (84/90) is now the winning bid.00 with a score of 90 for the item.2. Supplier B then bids USD 94.00 and a proxy minimum of USD 75.00.00) has not yet been reached.18 How does Proxy Bidding work in Multi-Attribute Weighted Scoring auctions? You can define Proxy Bid parameters with Multi-Attribute Weighted Scoring auctions similar to price-only auctions. Now Supplier B's bid (92/100) is better than Supplier A's bid (84/90). Since Supplier B's bid price is less than Supplier A's bid price.5. 1.19 Can a bidder see the names of the other bidders? Bidders cannot see other bidders' identities. a proxy bid decrement of USD10. And since Supplier A's proxy minimum (75. Supplier A places a bid of USD 95. but since Supplier B's bid price is still higher than Supplier A's bid price. Supplier A's proxy is not triggered.00 with a score of 100 for the same item.Oracle Sourcing Help 1. This bid (94/100) is better than Supplier A's bid (95/90). To avoid these situations. Page 43/209 . You may need to cancel the proxy bidding process to redefine attribute information to improve your price to total score ration. he cannot modify any attribute responses to try to improve his score.00. not just the bid price.

1. and Buyer's Auctions 2. At the conclusion of the RFI cycle.1.11 “What are response controls”) Enter Your Terms and Conditions (If Oracle Procurement Contracts is bought and licensed) (See Section 2. RFQs.13 “How do I invite suppliers to participate in my negotiation”). o If you have previously created an RFI. RFQs.6 “What information must I provide to create my negotiation header”).1. There are four main steps to creating a new negotiation: o o o o Create Your Negotiation Header (See section 2.1. and how do I use them in my negotiation”) Invite Your Suppliers (See Section 2.7 “What are contract terms and conditions. one unique feature of an RFI is that buyers can choose to define negotiation line items without price and quantity and specify lists of criteria to which suppliers must respond.1. RFIs can be taken to multiple rounds until the buyer has enough information to identify supplier(s) with which to deal.1 How do I create a new negotiation? Use the instructions on this page to create Sourcing negotiations (RFIs. Help for Sourcing Buyers 2.4. 2. Define Your Response Controls (See Section 2.1. or auction.1.1. Therefore. and buyer's auctions).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.Oracle Sourcing Help 2.1 Creating Negotiations 2.1. Page 44/209 .1.1.1.9 “How do I add lines to a negotiation”). RFQ.1 Creating RFIs. you can save time by copying an existing RFI/RFQ/Auction. You can also create new negotiations quickly by applying a negotiation template.1. Enter Negotiation Lines (See Section 2. You can create a negotiation and save it as a draft before submitting it. the information contained in the RFI can be copied into an RFQ or buyer's auction. This allows you to return to the creation process at a later time or have multiple people working on the same negotiation. RFIs are used more for gathering information on goods and service provided by a supplier than to lock in particular price information.1.

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

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

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

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

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

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

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

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

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

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

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

To define your own exchange rates 1. Define the exchange rate by entering the number of response currency units that equal one unit of the negotiation currency.09 kroner to one dollar. For example. The system may contain several different exchange rate types. select a response currency for each supplier. When you have finished defining currency information. If you are finished defining alternate currencies. Specify the price precision for the currency. Enter the date for which you wish to use this set of exchange rates. 6. After you have selected your suppliers in Step 5.8 How do I restrict a supplier to a particular currency? If you allow multiple response currencies for your negotiation. To use predefined exchange rates: 1. Select the User Specified Rate type. Select the appropriate type for your negotiation. 4.1. You assign currencies to specific suppliers when you invite the suppliers to your negotiation. the system will round when converting responses into the negotiation currency. 2. 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 . The system's response currency codes are available from the drop down menu. Select the response currency you will accept. 3. Select the response currency. select the exchange rate type. Page 56/209 . The page redisplays. you can choose to restrict specific suppliers to particular response currencies. 2. To restrict a supplier to a particular currency: 1.Oracle Sourcing Help 2. 2. continue creating your negotiation. 3. You can use predefined exchange rates (Corporate Exchange Rate) or specify your own exchange rates (User Specified Rate). Otherwise click Add Another Row and continue defining currencies and exchange rates. If the precision for the response currency is greater than the precision for the negotiation currency. The description field explains the code. click Apply. Select the checkbox to display the exchange rates if you want to allow respondents to see your response currency exchange rates. On the Header: Manage Response Currencies page.09 meaning .1. 5.

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

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

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

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

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

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

Specify how price differentials are to be used within the negotiation (for example. fixed-price line: 1. 7. Job Details. Page 63/209 . select Online to continuing entering your line description online. On the Lines: Create Line page. Enter your price breaks including Price Differentials. is a response to the price differential required) Select the price type (for example. 6. or click Load from Spreadsheet to upload a previously completed spreadsheet file containing all the line information On the Lines: Create Line page. Search and select a Job from the Job menu. and specify the differential associated with this price type. To define a temporary labor. Enter values in your price fields if necessary. 3. Job Details. Create attributes as needed to solicit additional information for this line. Continue defining the remainder of the negotiation. For temporary labor line types. vacation). 2. 10.10 How do I define services related lines? Services related line types allow you to negotiate on labor contracts. To define a temporary labor. Also. add any notes or attachments to the supplier. fixed-rate line type. Finally. and Category will default according to the Job you select. 8. The Description. make sure you select a temporary labor. 4. ensure that you choose Blanket Purchase Agreement as the negotiation outcome for temporary labor line types. Unit of Measure and Category will default according to the Job you select. rate-based line type. Create attributes as needed to solicit any additional information for this line. 9.1. 2. The Description. 11. Follow steps 1 and 2 above.1. 6. If you need to specify price breaks. 5. You can include services-related lines with regular amount-based and goods-based lines. and then click Go. Search and select a job from the Job menu. Continue defining the remainder of the negotiation. From the Add Line menu on the Create Lines page. and click Go. 5. add notes or attachments to the supplier. 4. if appropriate. 3. click Select Price Break Settings and ensure it is not set to None. make sure you select a temporary labor. make sure you select the Global Agreement checkbox.Oracle Sourcing Help 2. Finally. General services fixed-price lines use a negotiation outcome of standard purchase order. rate-based line: 1.

make sure you select a general services. 6. the negotiation can be closed prior to the defined close date. Create attributes as needed to solicit additional information for this line. If you allow the control manual extend. you set response controls to determine the negotiation length. open and closing times and many other variables. Continue defining your negotiation . 3. Complete the following fields as appropriate for the negotiation type. the default time value the system uses is the time when you entered a value in the field. Preview Date Use the pop-up calendar to specify a date/time after which the negotiation information can be accessed by potential suppliers. 2. Finally. Page 64/209 . 4. RFQ. responding frequency.Oracle Sourcing Help To define a general services fixed-price line 1.11 What are response controls? When you create a new RFI. On the Lines: Create Line page. They can view the negotiation's details but cannot place responses. Once closed. and then click Go. fixed-price line type. the time limit for the negotiation can be extended past the original close date. *Open Date Use the pop-up calendar to select the date/time after which all eligible suppliers are allowed to participate in the negotiation or choose to open the negotiation immediately. If you allow the control manual close/close early. 2. no further responses may be accepted. Note that for fields where you enter a date and time. Provide the line with a description and select a Category value. After you have entered the negotiation header.1. When you extend a negotiation you specify the new close date. 5. or Buyer's Auction. If the sourcing document you are working on was AutoCreated using requisitions in Oracle Purchasing. Follow steps 1 and 2 above. You must have created your negotiation header before you can create negotiation controls. add notes or attachments to the supplier.1. You can edit the value to change the time if needed. *Close Date Use the pop-up calendar to select the date/time when the negotiation will be closed. click the "Controls" link to access the Create Controls page for that negotiation. participants. and added line(s).

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

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

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

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

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

Note: You can also invite additional suppliers while the negotiation is in progress. or updates to line information if necessary. if no preview date/time was specified) and before the close date/time. select which contact you wish to notify about this negotiation from the Contact menu. the user can participate in negotiations. You go to the Create Header page. you can enter it in the Additional Contact Email field. This update is called an amendment. The supplier user receives an email notification with the negotiation invitation and a link to access the user registration page. Notice that the negotiation number has now been given a suffix. use the active negotiation's negotiation summary page. a notification is sent to invite the contact to register and participate in the negotiation. select Create Amendment from the Actions menu. you must enter a new Description for the amendment and make any other header level attribute changes you need. Amendments can be created anytime after the preview date/time (or open date/time. and there are clauses and deliverables defined to this negotiation. 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. To invite new suppliers. 12345.1. 3. If the contact is unregistered. Additionally. 2. if you know the e-mail addresses of any other contacts at the company (including possibly a distribution list). The system sends notifications to the invited suppliers providing them details of the negotiation. Your invitees will receive email notifications inviting them to participate once the negotiation is successfully submitted. 6. these can be changed on the Create Amendment: Contract Terms page.14 How do I create an amendment to a negotiation? After publishing a negotiation. for example. Page 70/209 . 2.. On the Create Amendment: Lines page.1.. This suffix is incremented every time you create a new amendment for this document. additions. 1. Once the registration request has been approved. 5. If Oracle Procurement Contracts is implemented. 4. the buyer can update information defined in the document if necessary. You cannot add or delete suppliers on the Create Amendment Suppliers page during an amendment. enter any line changes. Change the negotiation rules on the Create Amendment: Controls page if necessary. On the Create Amendment Header page.. On the negotiations summary page. deletions. To create an amendment to a sourcing document: 1.Oracle Sourcing Help If there are multiple contacts for each site.

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

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

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

and access as appropriate. 4. If the template and spreadsheet have conflicting category values. 4. 5.6 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." then search for suppliers to add to your invitation list. 2.2. Click "Invitation" under the Reusable Lists area of Quick Lists on the Negotiations Home page. and manage public invitation lists. click Submit. If you are have the Manage Invitation Lists job function. you can edit public lists. If you wish to add more suppliers to your list. update your list description. click "Add Suppliers" again and follow the perceiving instructions. or 2. On the Edit Invitation List page. On the search results page. status. 2. The value defined for the RFQ/Auction template. Select the supplier(s) and click Add to Invitation List. 3. The value specified in the spreadsheet. edit. then click Edit. find your list. You can also add or delete suppliers. 7. To edit an invitation list you have created: 1. 2. When you are finished. any attributes/price elements defined for the template are added to any attributes/price elements you define via the spreadsheet. When you have finished adding suppliers. 6. Search for the list you wish to update. 5. you can choose a specific supplier site to associate with this list (Supplier Site is another term for Address Name). click Apply. you can add an entry for each site for that supplier if you choose. Page 74/209 . the system uses the following hierarchy to determine which category value to use: 1. 8. including change the access and status.Oracle Sourcing Help Sourcing Super Users or users with the Manage Invitation Lists job function can create. Click "Add Suppliers.1.2. If the supplier you selected has multiple sites defined in the system.1.5 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. For a supplier with multiple sites.

and item B with two attributes/price elements. the precedence is: 1. the attribute/price element specified on the spreadsheet 2. When the buyer adds the line (vehicle) to the auction. and 2) the details that a participant should provide when responding to that negotiation line. and your spreadsheet upload includes two items.3. If there are duplicate attribute/price elements between the template and the spreadsheet.1. the result of applying the template and then uploading by spreadsheet is that item A now has seven attributes/price elements and item B has five attributes/price elements. the attribute/price element specified by the template. RFQ.3. and Price Breaks 2. For more information about how to add line attributes to your negotiation items. For example. Price Elements. Attribute Scoring.Oracle Sourcing Help For example. 2. retail industry negotiation items can include such attributes as "color. a buyer can create an auction to buy a fleet of 12 vehicles for a delivery service. if there are three attributes/price elements for your template. if the buyer marks this attribute as required. auction). 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.1. and do not apply to all lines in the negotiation.1 What are line attributes. you may choose to add one or more line attributes to that line. item A with four attributes/price elements. For example." and "SKU number. see "How do I add attributes to my negotiation lines?" 2. Line attributes can call attention to industry-specific characteristics.000 miles on the odometer. The attribute(s) are added to that line only. then bidders must enter the mileage of any bid.2 How do I add line attributes to my negotiation? You can add multiple line attributes to any line in your negotiation." Metal industry negotiation items can include "grade of metal" as an attribute. Page 75/209 . the buyer can add an attribute called "mileage" to specify that the bid item must have fewer than 12. Adding these as required item attributes that are displayed to bidders can customize your negotiation items to your specific industry. While the buyer could enter this information in the auction line description." "style. and why would I add them to my negotiation lines? When you add a line to a new negotiation (RFI. Line attributes define 1) unique specifications that you set for a negotiation line. using an attribute to define this specification calls attention to the specification. In addition.1.3 Item Attributes.

Oracle Sourcing Help

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

o

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

o

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

o

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

o

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

o

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

o

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

Oracle Sourcing Help

o

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

o

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

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

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

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Oracle Sourcing Help

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

Oracle Sourcing Help

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

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

the price to total score ratios for the following two possible responses are calculated as shown.62 Response 2: Attribute Quantity Need-by Date Color Response Value 1200 05/01/2002 Red Page 80/209 . Response 1: Attribute Quantity Need-by Date Color Price Response Value 980 15/11/2001 Blue $250 Total Score: (60 * 50) + (80 * 30) + (75 * 20) / 100 = 69 Price to Total Score Ratio: 250 / 69 = 3.31/12/2002 > 01/01/2003 Red Blue 60 100 100 80 50 100 75 Given these definitions. and Response 2 would be designated as the best response even though the bid price for Response 2 is higher.Oracle Sourcing Help Quantity Quantity Need-by Date Need-by Date Need-by Date Color Color < 1000 > 1001 < 31/10/2002 01/11/2002 .

See "What information must I provide to describe my negotiation header"? After you have defined the negotiation header.53 2. enter your line attribute information. The system can then include the suppliers' responses to your line attributes when calculating the best response.1. 4.Oracle Sourcing Help Price $300 Total Score: (100 * 50) + (50 * 30) + (100 * 20)/100 = 85 Price to Total Score Ratio = 300 / 85 = 3. o Attribute Type Page 81/209 . However you may want to consider supplier responses to other line attributes in addition to price being offered when determining the best response. See What are line attributes? for information about defining line attributes. PPM Defect Rate. You can accomplish the by specifying weighting and scoring values for your line attributes. navigate to the Attributes table and click Add Another Row. 2. When the page refreshes. On the Create: Lines page. Select a ranking method if the Sourcing Super User has set the system up to allow you to change ranking methods. 3.4 How do I define weighted attributes and scores for my negotiation lines? Generally the winner of a negotiation is the supplier who offers the lowest price. o Group Select one of the predefined attribute groups. To use weighting and scoring when defining a negotiation: 1. To enter a line attribute. 5.3. use the instructions in "How do I add lines to a negotiation"? to enter the line data and other required and optional line information. On the Lines: Create Line page. Select Online from the menu and click Go. Make sure you select Multi-Attribute Scoring from the Ranking menu. 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. Grade). click "Lines" in the navigation bar in the top left hand corner. *Indicates a required field: o *Attribute (up to 240 characters) Name your line attribute (for example: Mileage. and you do not wish to use the default. Groups are used for categorizing attributes.

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

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

You must be assigned the Create Reusable Price Element Lists job function to create these lists. Identify hidden activities or "cost drivers" to facilitate improved analysis and decision-making. Note: If the negotiation outcome is a blanket purchase agreement. which is required to compute a total unit price. Page 84/209 . You can create new price element lists or edit existing lists. These costs can then be negotiated between a buyer and supplier just like the item price. 2.3.1.3. If there are an odd number of attributes. Once you have created a price element list. For example. 2. you can apply that price element list to any negotiations (RFQs or auctions) containing items to which those price elements are applicable. and how do I create and use them? Reusable Price Element Lists allow you to group several price elements which are related or are typically used together. Buyers can specify when they create the negotiation how much they anticipate paying for these additional costs. Click the Price Element link under Reusable Lists on the Quick Links section of the Negotiations Home page. Support supply chain operations more efficiently by recognizing and analyzing how one organization's performance and costs affect another organization. Such costs could include services such as training or consulting. the supplier's response values for fixed-amount type price elements cannot be converted to a unit price. Or you might create a list that identifies additional services such as consulting or training that will be required by a particular negotiation item. the supplier's response prices to the price elements will not be rolled up into the line total price. This is because in the absence of a line response quantity. Take into account any additional costs or charges when considering outsourcing a project.1. the system will assign weights as equally as possible. for example. click Equalize Weights.6 What are Reusable Price Element Lists.Oracle Sourcing Help o To set the weights for all attributes equally. or discrete costs such as shipping fees. Price elements allow you to: Identify suppliers with the lowest total cost per line not just the lowest item price.5 How do I use price elements? Price elements allow a buyer to identify additional costs associated with a particular negotiation line. To create a new price element list: 1. freight charges or import duty fees. you might create a price element list identifying normally expected transportation costs.

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

When you have entered the search data. 6. and you may specify several quantity levels and the prices you are willing to pay at each. Page 86/209 . you can either click the price element list name link. You specify 20$ as your start or base price. The first few words of the list description. The search results display any price element lists matching your search criteria. 2. and how do I use them? Price breaks allow you to negotiate line prices with your supplier based on characteristics of your order. you receive an error message.1. you receive the responses shown in the table below. Click the Price Element link under Reusable Lists on the Quick Links section of the Negotiations Home page.7 What are price breaks. add or delete price elements from the list. You can then enter different assumptions into the system and have it calculate which response is the best. 4. or select the price element list and click Edit. Your suppliers respond to your negotiation specifying their responses to your price breaks. On the Price Element Lists page. (This returns all price element lists using that price element. The second offers a price of $18 a unit if purchasing over 500. search and select the list you want to edit. change the price element list status. you can define as many price breaks as are appropriate. Example: Assume you are purchasing PC keyboards. 2. To edit the list. or by a certain deadline. you can o o o update the description for the price element list.Oracle Sourcing Help To edit a price list: 1. The first offers a price of 19$ per unit if buying more than 100. The list status (Any. You then set up two quantity-based price breaks. 5. For example. On the Edit Price Element List page. click Apply. If any price elements are inactive. The new list is validated. For these price breaks. you may expect to receive a discount from your supplier if you buy a large quantity of units. 7.3. For each (non-amount-based) line in your negotiation.) 3. The name of any price element defined to the list. You can search for a particular price list by : o o o o The list name. Active or Inactive). When you have finished making your changes. Or you may be willing to pay more per unit if your supplier can ship the order to a special location. click Go.

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

On the negotiations summary page. Select the negotiation line. For example. click Analyze by Line from the Actions menus and click Go. and click Analyze Price Breaks. you can use a number of techniques to facilitate the results you want: Using item attribute requirements You can add item attributes to any of your items.1. On the Analyze Line: Analyze Price Breaks page. Define your price breaks. price. Also select either Cumulate or Non-Cumulative. 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. 4. Page 88/209 . you will not be able to negotiate on effective dates. You can set breaks by unit quantity. Once you have defined all your price breaks. For each price break criterion. If you select Non-Cumulative.Oracle Sourcing Help 3. Click Add Another Row to define additional price breaks. and your supplier(s) have responded with quotes. 2. 3.4 Additional Creation Topics 2. you will not be able to enter price breaks.4. Analyzing Price Breaks Once you have defined your price break expectations. you could enter different order quantities and see which supplier response is the best for a certain quantity. On the table of negotiations. and 2) the details that a participant should provide when responding to that item. If you select None. you can have the system evaluate the supplier responses based on scenario information you enter. Search for the negotiation you're interested in.1 What are some negotiations strategies I can use? When creating a negotiation. 5. You can enter values for all price breaks you defined and the system will calculate which of the responses is best for the values you entered. click Apply. Select Required to force to supplier to respond to the price breaks you define. Ship-To address/organization.1. For example. 5. Item attributes define 1) unique specifications that you set for an item. click the response number link. you could define multiple price breaks based only on order quantity. To analyze price break information: 1. otherwise select optional. 4. 2. you can offer a particular target price. and effective dates (available for non-cumulative price breaks only). You can define as many price breaks as are needed to fully define your pricing structure.

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

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

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

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

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

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

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

You need the Manage Contract Terms responsibility to create and maintain contract terms on negotiation documents.1. RFQ. To apply contract terms to your sourcing document: 1. you can click Apply and Create Another. 3. If there are multiple deliverables to define.7 What are contract terms and conditions. You can click the negotiation number to see details about the negotiation.1. To copy an existing negotiation: 1. you can create contract terms and apply them to your negotiation. 4.6 How do I copy a sourcing document? You can copy sourcing documents that you or any other users in your organization have created. 2. Page 96/209 . and deliverables are available if Oracle Procurement Contracts is implemented). This includes any contract clauses or deliverables (terms. Once the page refreshes. or auction). Note that you will have to specify new Open Date and Close Date values 6. conditions. On the Create Negotiation page. and how do I use them in my negotiation? If Oracle Procurement Contracts is installed and licensed.4. then click Submit for Approval if approvers are specified for this negotiation. Verify your negotiation information. click Review. When you have finished creating your new negotiation. Note that most of the information you defined previously is carried forward into the copy.Oracle Sourcing Help 6. 5. Once you have found the negotiation you are interested in. You need the Contracts Terms Library Administrator responsibility to create and maintain clauses and contract templates in the Contract Terms Library. click Contract Terms in the navigation bar at the top left side of the page. After you have finished defining your deliverable. Using contract terms is an easy way to create and maintain standardized contract text which can be customized as needed. You can use contract terms to specify legal and other requirements for your negotiation. Search for the negotiation you want to copy. click the Copy icon at the right of the page. otherwise click Publish to open it for responding. click Apply. Clicking Copy places you on a new Create Header page with the existing information inserted. 2. You can copy an existing document to create a new document of the same type (RFI. you can define your next deliverable. Click "Copy" under the Create section of Quick Links on the Negotiations Home page. Edit your new negotiation by continuing through the creation steps. 2.4.

You can see this line information on the View Requisition Line Summary display. 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 can add. This includes all the other tasks such as creating your header. and then click the Details icon. The Create Lines page displays any lines AutoCreate created using requisitions in Oracle Purchasing and allows you to create additional lines if necessary. Once the new draft negotiation has been created. 2. Click Apply Template.1. On the Create Contract Terms page. 4. and possibly inviting suppliers. or clicking Review to inspect the negotiation prior to publishing it. search for and select a contract template from the list of values. When you have completed your contract terms. Or you may need the name of a contact who can answer questions you have about the negotiation line.4. click the requisition number link. you must correct them and validate again. Select Validate from the Actions menu to verify the validity of the contract terms you are defining. Along the way. On the Requisition Summary page. The Requisition Line Details page displays information in the following areas: o Requisition Page 97/209 . For example. You can edit the clauses applied by the template as needed.Oracle Sourcing Help 2. If you receive any error messages. specifying negotiation controls. 5. 6.8 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. 4. continue by either clicking Suppliers to define a supplier invitation list. See the Oracle Procurement Contracts online help for instructions on modifying clauses. click the requisition number link to view detailed information on the line. To view the backing requisition information during negotiation creation: 1. you may wish to view the requisition line information for the lines that AutoCreate carried over from Oracle Purchasing. See the Oracle Procurement Contracts online help for information on using contract templates. delete or modify text. 5. you can access it and continue creating your negotiation. 3. 3. adding any additional lines. 2. you may need to view the demand linked to a particular negotiation line. For AutoCreated lines.

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

Approvers can be added or removed as necessary at any time before the sourcing document is submitted for approval. The approval process is not hierarchical. all approvers can access and approve the document simultaneously. The buyer can search for and select additional collaboration team members if necessary. The buyer and the buyer's manager are automatically identified as team members. Team members can be optionally assigned tasks with target dates. Document Approval Process Any user who is on the Collaboration Team can be designated as an approver for that document. By default. all members have full access to the sourcing document. Not until the document is approved and published are notifications sent to suppliers about the document. Adding Collaboration Members On the Create Header page. Anyone with this job function can publish the approved negotiation to suppliers. Once the document has been submitted for approval. Once the document has been approved. There are no dependencies among approvers. The buyer and the buyer's manager always default to the team and cannot be removed. 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. You must have modification access and the functional security of "Manage Collaboration Team" to modify the collaboration team definition. no changes can be made to it (other than having approvers removed) unless the document is rejected. Any other user from the same buying organization can be added. there is an area where a buyer can identify collaboration members. a Publish button appears to anyone who has the Publish Negotiations job function. If the member has read-only access. the buyer can add employees from different business groups. For each member. which is determined from the owning operating unit. the buyer identifies: If the member is an approver.1. but members can be restricted to read-only access where appropriate. Note: This rule is only in effect if the profile option HR: Cross Business Group is not set to Yes.4.11 Who can participate as team members? The negotiation creator and anyone with Manage Collaboration Team job function can add/delete team members. the system will validate that the team members belong to the new business group of the operation unit. notifications are sent between the buyer and the document approvers. Team members with required tasks should indicate when those tasks are completed.Oracle Sourcing Help 2. You can define a collaboration team when creating the document or you can use document templates to define collaboration teams. If the profile option is set to Yes. If the buyer changes the operating unit after defining the negotiation team. Page 99/209 . Collaboration team members must belong to the business group of the negotiation. Note that throughout the approval process.

Execution against global agreements can be performed by multiple local operating units. and the Security Hierarchy members defined in Oracle Purchasing for that document type. Global agreements: Page 100/209 . and members of the document collaboration team (if any). See How do collaboration teams work? for more information on collaboration teams. For example. 2. and if so. All members identified as approvers must approve the final version before the document can be published. and how do I use them? Global agreements allow buying organizations to negotiate pricing and define agreements on behalf of a shared central environment. Hierarchy The document can be viewed only by the creator. members of the document collaboration team (if any). when the target date is.1.12 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. Other members can be selected as approvers of the document. There are three possible security levels a buyer can select: Public The document can be viewed by any other buyers in the buying organization.4.4. some collaborators can be defined as having read-only access.Oracle Sourcing Help If that member has been assigned a task.13 What are global agreements. Private The document can be viewed only by the creator. 2. selected members can be assigned specific tasks which they must complete. Also. the creator's manager. 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. meaning they can view but not update the document throughout its lifecycle.1. This is in contrast to a regular blanket purchase agreement which can exist only within the realm of a single operating unit. the creator's manager.

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

you can define your next deliverable. On the Create Header page. See the Oracle Procurement Contracts online help for instructions on defining deliverables. you can create a deliverable and assign it to a negotiation. In addition to the contractual commitments that businesses need to fulfill. under the terms and conditions of the contract. 5. The commitments on the contracts. as part of the contractual agreement. To create a deliverable for a particular negotiation: 1. are classified as deliverables.2. click Add Deliverable. you can click Apply and Create Another.Oracle Sourcing Help 2. 3.2 Using Oracle Services Procurement and Oracle Procurement Contracts 2. Click the Deliverables subtab and check that any deliverable already defined to this template is applicable for your negotiation. On the Create Deliverable page define your new deliverable. besides products and services bought or sold. click Apply. Search for and apply a contracts template. Once the page refreshes. 2.1 How do I create a deliverable and use it in a negotiation document? Businesses enter into contractual agreements with their trading partners and. 6. After you have finished defining your deliverable. You can update a deliverable if needed or delete it altogether 4. click Contract Terms in navigation bar in the top left of the page. To add a new deliverable. Page 102/209 . If Oracle Procurement Contracts is implemented. If there are multiple deliverables to define. they might define other internal tasks that contribute to the overall execution of the contract. will have commitments to fulfill.

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

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

or clicking Review to inspect the negotiation prior to publishing it. From the Results display. If you receive any error messages. Page 105/209 . 2. Click the "Manage" link under Draft in the Quick Links section of the Negotiations Home page. Review and Submit). 4. 6. you must correct them and validate again. Click Apply Template.3. This takes you to the negotiation summary page for that negotiation.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. Follow the instructions in How do I create a new negotiation? to create a new negotiation. You can edit the clauses applied by the template as needed. continue by either clicking Suppliers to define a supplier invitation list. When you have completed your contract terms. You can also use drafts to allow a team of collaborators to all work on the same negotiation. You can add. delete or modify text.Oracle Sourcing Help 3. To access a draft negotiation: You can use draft negotiations to spread out the creation process over several sessions. You can also monitor the progress of your open negotiations. See the Oracle Procurement Contracts online help for instructions on modifying clauses . To search for your negotiations in progress: At any one time. Select Validate from the Actions menu to verify the validity of the contract terms you are defining. search for the negotiation you wish to access. You can monitor the progress of these negotiations by clicking the Number link for that negotiation's entry in the Your Negotiations at a Glance section of the Negotiations Home page. To access a draft negotiation: 1. 5.3 2. On the Manage Draft Negotiations page. 2. To create a new negotiation: Click the appropriate link under the Create section of Quick Links. 3. you may have several ongoing negotiations. From here. Unlock. you can create and submit new negotiations and continue working on any draft negotiations you have in progress.

click Full List. From the Negotiations Home page. It is when the buyer receives the offline copy of the response or when the supplier mails/faxes the response. select Create Surrogate Quote/Bid from the Actions menu.Oracle Sourcing Help Note that the Your Negotiations at a Glance section shows a limited number of entries based on time remaining. Select a contact for the supplier and click Create Surrogate Bid/Quote. a surrogate bid can be entered into the negotiation. On the negotiation summary page. click Full List. Negotiations in which you are participating appear under Your Negotiations at a Glance. On the Create Bid/Create Quote page.3 How do I respond on behalf of suppliers without Internet access? Sometimes suppliers cannot place their responses online since they have no online access. 4.2 How do I monitor the negotiations I have created? Access the negotiation you wish to monitor. 2. 6. 2. enter the name or contact of the surrogate supplier in the Supplier field and click Go. From the negotiations summary page. 7. 3. Once the buyer has received all the bid/quote information. You also search for all open negotiations to which you have access. Clicking the number of your negotiation takes you to the negotiation summary page. On the Create Surrogate Bid/Quote: Select Supplier and Contact page. Page 106/209 . 2.3. enter the Bid/Quote Received Time. To place a surrogate bid on behalf of a supplier: 1. Click the negotiation number to access the negotiation summary page where you can see information on the negotiation. Continue from the Terms and Conditions page with regular a response if terms and conditions are required. and then click View Response History to see information on responses to this negotiation. 5. access the negotiation in which you wish to bid by clicking its number. Oracle Sourcing buyers can place surrogate bids on behalf of such suppliers.3. If you do not see your negotiation. Sign on to Oracle Sourcing with Sourcing Super User responsibility. You can also use the Graphical Monitor to view and compare responses to your negotiation. To see the complete list of negotiations you created. you can either Select View Response History from the Actions menu and click Go. Click the Responses number to access the Details page for the negotiation. and click Go.

Price/Score by Time or Price by Score. Select the line(s) whose responses you wish to inspect and choose the type of monitor you wish to view . click the number link in the Responses column. 2. you may receive responses from multiple suppliers. click the negotiation number link. From the Search Results display. click the graph icon to the right of the negotiation. To use Your Negotiations at a Glance: Under the Your Negotiations at a Glance area of the Negotiations Home page.Oracle Sourcing Help 2.3. All participants can view the graphical monitor in open style negotiations. then click View Monitor. To view the graphical monitor of a negotiation. select the responses you wish to compare and click Compare. To view a complete list of your negotiations. identify the negotiation you wish to view.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. select the line and click Analyze. On the Analyze Line page. 2. select the negotiation and click the Graphic Monitor icon. click Full List. To view information on responses. o o o Note: The graphical monitor is not available for sealed style negotiations until they are unlocked. To view messages sent to you from suppliers (if any) click the number link under the Unread Messages column. response controls or invitation list. Page 107/209 . perform a simple or advanced search to locate the negotiation whose responses you want to compare.3. From the Negotiations Home page. To perform a side-by-side analysis on all responses to the line. Select a negotiation item. Note that the table displays only a limited number of entries. o To view the information about the negotiation such as item information. 4. You can easily compare the negotiation attribute values for these competing responses.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. Only buyers can view the graphical monitor in blind style negotiations. 5. To compare negotiation attribute values for competing responses: 1. 3.

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

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

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

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

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

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

specify a new close date and time. 3. You can also enable AutoExtend or modify your AutoExtend settings if you wish.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. A notification will be sent to all participants. You cannot manually extend your negotiation after it has closed. Page 114/209 . click Full List. For example. Click Apply.Oracle Sourcing Help 2. your new close date is January 18. On the Invite Additional Suppliers page. 2.3. However. If your negotiation is not displayed. To manually extend your negotiation: 1. your new close date is January 22. On the negotiation summary page. click the negotiation number for the negotiation you wish to extend. and you extend that auction for 7 days. you cannot extend an auction after its first AutoExtension has been triggered. follow the instructions to add new suppliers. 3. Under the Your Negotiations at a Glance section on the Negotiations Home page. and your award date remains January 20. Enter a new close date and time. need-by date. 4. 2. and your new award date is January 27. when creating this negotiation. Additionally. 2. if your negotiation includes a January 15 close date and a January 20 award date. Select Add Invitees from the Actions menu and click Go. 5. If.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. you entered an award date. if you extend that auction for only 3 days. To add suppliers to a negotiation: 1. Click Apply. click Full List. On the Extend RFQ/Extend Auction page. these dates will also be extended by the same number of days that you extend your negotiation if the dates are scheduled to occur before your extended close date.3. click the negotiation number link for the negotiation to which you wish to add additional suppliers. If you don't see the negotiation. and/or long-term agreement dates. Under the Your Negotiations at a Glance section of the Negotiations Home page. 6. select the Extend RFQ/Extend Auction option from the Actions menu and click Go.

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

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

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

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

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

there may have been too few responses. For example. the responses to your negotiation do not meet your needs. In any of these cases. On the Cancel page. the buyer can update information defined in the document if necessary. 4. you can enter a text note to participants explaining why you are canceling the negotiation. This update is called an amendment. 2. or the items are no longer needed. Note that you cannot manually close an auction after its first AutoExtension has been triggered. enter a note to your suppliers. Page 120/209 . Amendments can be created anytime after the preview date/time (or open date/time. On the Close Early page. The system notifies all the invitees and participants of the cancellation. select the Cancel RFQ/Cancel Auction option from the Actions menu and click Go.3. you may wish to simply cancel the negotiation.3. On the negotiation summary page. To close your negotiation early: 1. click Full List. if no preview date/time was specified) and before the close date/time. click the negotiation number for the negotiation you wish to close. Click Apply.3. 2. 1. 3. 3. Click Apply. Under the Your Negotiations at a Glance section of the Negotiations Home page. or the terms of the responses are not acceptable. 5. On the negotiation summary page. Also the line requirements have changed.16 How do I cancel a negotiation? Sometimes.15 How do I close a negotiation before its scheduled close date and time? You can close a negotiation early only if you set your response controls to allow a manual close. enter the new date and time you want to close the negotiation or choose to close it immediately. If desired. Respondents are notified that the sourcing document has been amended and are required to review their previous response and resubmit it in accordance with the amendment. 2.Oracle Sourcing Help 2. click the negotiation number for the negotiation you wish to cancel.17 How do I create an amendment to a negotiation? After publishing a negotiation. If you do not see the negotiation. 2. 4. select the Close Early option from the Actions menu and click Go. This note is included in the notification that will be sent. Under the Your Negotiations at a Glance section of the Negotiations Home page.

you must enter a new Description for the amendment and make any other header level attribute changes you need. On the Create Amendment: Lines page. Buyers need the capability to download and print a negotiation for offline review. mail or email.Oracle Sourcing Help To create an amendment to a sourcing document: 1. You can review the new changes compared to the current active negotiation by clicking Review. Government organizations in particular present solicitation packages according to a unified format. deletions. Draft amendments are available on the Negotiations Home page if you click Drafts in the Manage Quick Links section. Change the negotiation rules on the Create Amendment: Controls page if necessary. If Oracle Procurement Contracts is implemented. The printed version also does not include any price elements Page 121/209 . Responders should be able to complete negotiation documents and return the results by FAX. no new responses can be received on the previous negotiation. for example. 6. 2.3. or updates to line information if necessary.1. On the negotiations summary page. 7. You can save the amendment as a draft at anytime during the creation process if you click Save Draft. enter any line changes. You go to the Create Header page. 5. these can be changed on the Create Amendment: Contract Terms page. To invite new suppliers. select Create Amendment from the Actions menu. All suppliers will be required to acknowledge the amendment and resubmit their responses to be eligible for award. On the Create Amendment Header page. 3. and there are clauses and deliverables defined to this negotiation. Approvers will receive notification that they need to approve the amendment. If you have approvers identified on the Collaboration Team on the Create Header page. additions. 12345. 8.18 How do I print information on my negotiation? Much business communication today is carried and managed offline. You cannot add or delete suppliers on the Create Amendment Suppliers page during an amendment. the Submit button changes to Publish. use the active negotiation's negotiation summary page.. or names of invited suppliers. current prices. Notice that the negotiation number has now been given a suffix. 4. you can submit the amendment for approval by clicking Submit for Approval on the review page. Once approved (or if approval is not required). The printed version of the negotiation is appropriate for public display since it excludes all internal data such as internal attributes. Once you click Publish. 2. This suffix is incremented every time you create a new amendment for this document.

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

3. The Award Approval History page shows who has approved your award recommendation and the approvals remaining in the approval chain. you can create and manage deliverables for your negotiations. Modify or delete an existing attachment. 4. To see information on the negotiation to which the deliverable is assigned. 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. You can easily view the status of all your deliverables. click the entry in the Deliverable Name column. click the Update icon. you may have many negotiations in progress. See the Alert column for important information on the deliverable's status. scroll if necessary to find your deliverable. This allows you to quickly pinpoint any negotiations that are at risk because a deliverable has not been provided. click Apply. On the Update Deliverable page. When results are displayed. o o o To see information on the deliverable. enter enough search values to restrict the results to the deliverable(s) in which you are interested. To view and update your deliverables: 1. click the entry in the Document Number column. On the Manage Deliverables page. a buyer may ask a supplier to provide copies of personnel certification. At any point in time.20 How do I manage deliverables I have assigned to a negotiation? Deliverables are additional requirements which must be provided by a supplier as part of the negotiation process. For example. 5. some of which will require deliverables. Navigate to the summary page for the negotiation 2. a detailed project plan. To update the information on a deliverable. When you are finished updating the deliverable information. or add a new attachment. If Oracle Procurement Contracts is installed and licensed. Page 123/209 . Click "Deliverables" under Manage in the Quick Links section of the Negotiations Home page. or delivery schedule before the buyer will consider finalizing a contract with that supplier. Select View Award Approval History from the Actions menu.Oracle Sourcing Help To view the approval status of a negotiation: 1. 2.3. 2.

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

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

Oracle Sourcing Help Page 126/209 .

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

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

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

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

select one of the following Status values and click Go. you must have closed the negotiation and made some award decisions. Use this icon to show or hide the detail information for that entry. On the Award Summary page.4. there is a triangular +/. 3. it can be helpful to review award decisions you have made in the past. 2. o Completed The award process is completed and a purchase order has been requested or a purchase order has not been requested. From the list of search results. Locate the negotiation whose business you have awarded (note that from the Negotiations Home page. o Create Order Negotiations for which the allocation process is in progress or for which the purchase order creation process has been initiated. click the number link for the negotiation to see the details. awarded and completed the negotiation. o Closed Negotiations which have been closed. Page 135/209 . For each entry in the table. 4.Oracle Sourcing Help To display the Award Summary page: To use the Award Summary page. On the Negotiations Search page. Click the link in the Number column for the negotiation. you can do an advanced search looking for negotiations with a status of Award).icon in the Details column. select Award Summary from the Actions menu and click Go. This information is stored and can be viewed even after you have closed. 1.11 Can I see information on my negotiations once I have completed awarding them? In many situations. Use the Search Negotiations fields at the top of the Negotiations Home page to perform an Advanced Search. To see prior award information: 1. you can use the subtabs to toggle between the Supplier and the Line views. 2. 2. 3. On the negotiation summary page. o Award Negotiations for which the award process is either still in progress (there are still outstanding items to be awarded) of completed (there are no outstanding items to be awarded). These negotiations could be taken to a subsequent round of responding or could have their award process initiated.

On the Review and Submit Complete Award page. 4. To generate a purchase order document: 1. you can use an Acceptance Level value of Document and Signature to perform contract binding. 2.12 How do I generate a purchase order document? Once you have saved your award decisions. On the award Confirmation page. In you are creating a blanket purchasing agreement. On the Confirmation page. On the Create Purchase Order page. you can obtain information on the supplier to whom you awarded business. click Initiate Approval to begin approval for this purchasing document. 4. If Oracle Procurement Contracts is installed and licensed. 5. click the link to return to the negotiation summary page. See What is contract binding? for more information. Page 136/209 . You can see you award information by clicking the link under the Details column (or by clicking "Show All Details"). 3. Choose an Acceptance Level from the drop-down menu. 6. 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). 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. 5. To complete the award process: 1. you can choose whether or not to create a purchase order document. If you have an approval procedure set up in Oracle Purchasing. On the Complete Award page. specify the start and end effective dates. The Confirmation page informs you that the award is complete. Click Submit. 2.Oracle Sourcing Help 2. you return to the negotiation summary page to complete the award process and generate a purchase order document. 3.4. click Submit if you wish to complete the award process. Select Complete Award from the Actions menu and click Go. so you may wish not to notify suppliers until a later date when the purchase document is fully approved).

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

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

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

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

you can search using multiple criteria. To search for and select a different address: 1. 2. The search value can be an address name. such as the percent sign (%). The system performs a begins with search using any search values you entered. Enter as many search values as required to efficiently qualify your search. there are many predefined lists which you can apply to your negotiation to save time and standardize your sourcing practices. Click the flashlight icon next to the address field. This includes addresses such as Bill-To and Ship-To. In some cases. 3. Page 141/209 . use a wildcard. 2. enter a search value in the Search field and click Go. If you do not know the beginning of the name.1.Oracle Sourcing Help 2. The Search Results display shows all addresses that matched your search criteria. click the link to apply a predefined list. %. For example. a partial name. On the negotiation creation page. most lists allow you to search by the list name and/or words in the list description. however.5. On the Search and Select page. you may need to change the default to a different address. Such lists include lists of item attributes or price elements. select the list and click the appropriate links or buttons to process the list if necessary and to apply it to your negotiation. or the search wildcard.1. From the Search Results display. For example. To search and apply a list: 1. Click Go. 3.7 Searching for lists When creating a negotiation. a search on b% returns both Beijing and Brussels. For example. a search on br% returns only Brussels.6 Searching for addresses: While creating negotiations. Additionally.5. you can search for all price element lists that contain a particular price element. Find the correct address and click Select. For each list. a search on %Boston might return North Boston as a billing address. many attributes default according to the organization you select. You are returned to the negotiation creation page with your new address appearing in the address field. 2. you can search for all lists that contain a particular list entry.

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

If Current Price is not available. You can view the reports online. Identify negotiation opportunities. To run the Awards by Supplier report. You can use Sourcing Intelligence to: Track trends of purchases over time. Identify potential savings opportunities.1 Introduction to Sourcing Intelligence What is Sourcing Intelligence? Sourcing Intelligence provides all the analytic and transactional reporting for your Sourcing application.type (bid or quote). Savings is calculated by taking the difference between Current Price and Award Price and multiplying it by the Award Quantity.2 What are the Sourcing Intelligence reports I can generate? You can generate any of the following Sourcing Intelligence reports: 4.1. Sourcing Buyer Intelligence Reports 4.1. Page 143/209 . Sourcing Intelligence promotes the increased efficiency by enabling visibility and analysis of system transactions. as well as the total amount awarded to this supplier. the report shows the total amount generated by each sourcing transaction. 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.1.1 Awards by Supplier report What are the Awards by Supplier report? The Awards by Supplier report displays a summary of all awards made by the buyer to supplier(s). View summary reports that allow additional details. You can sort the report by clicking on the any of the underlined column headings. Amounts do not include lines where award quantity and award amount are unspecified.1 4.2. savings is zero. For each supplier. As buyers and suppliers collaborate on procurement-related activities both price savings and efficiencies occur as a result of the increased amount of information flowing through the system.Oracle Sourcing Help 4. see "How do I run the reports?" Notes: Note the following when generating and evaluating report information o o o Any report displaying calculated amounts does not include any RFI amounts. See "How do I export report data to a spreadsheet?" 4.

The report is sorted by category. You can view the supporting awarded bid by clicking the Auction number or Bid number. If Current Price is not available. savings is zero. To run the Awarded Bids Detail report. Blanket Purchase Agreement. Once you have generated a Savings by Category report. Any report displaying calculated amounts do not include any RFI amounts.1.1) report for the items listed. the report reflects only the system-hosted catalog item categories.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. Amounts do not include lines where award quantity and award amount are unspedified. To run the Savings by Category report. or All Outcomes. with the category with the highest productive award appearing first.2.1. Section 4. the report reflects only the system-hosted catalog item categories.1. Amounts do not include lines where award quantity and award amount are unspecified. 4. see. 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. you can generate a Savings by Item (Section 7.1 "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. Any report displaying calculated amounts does not include any RFI amounts.1.Oracle Sourcing Help 4.2.3. Savings is calculated by taking the difference between Current Price and Award Price and multiplying the difference by the Award Quantity. select Standard Purchase Order.2 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. Page 144/209 .2.

There are two main steps in this process: To export report data to a spreadsheet: 1.Oracle Sourcing Help Savings is calculated by taking the difference between Current Price and Award Price and multiplying the difference by the Award Quantity. see "How do I run the reports?" Note: For the Auction Outcome report parameter. click Save File. you may want to export the data to a spreadsheet application where you can analyze and format the numbers at your discretion. Blanket Purchase Agreement. 4.4 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. click Export to Spreadsheet at the bottom of the report page. After you have generated your report. To run the Awarded Quotes report. but at times. savings is zero. See "What are the Sourcing Intelligence reports I can generate?" 2. Savings is calculated by taking the difference between Current Price and Award Price and multiplying the difference by the Award Quantity. (If you see an Unknown File Type window. If Current Price is not available. If Current Price is not available.1. 3. Amounts do not include lines where award quantity and award amount are unspecified.3 How do I export data to a spreadsheet? You can conveniently view report data online.. Perspective for Java licensed from Three D Graphics. Inc.) Save the file to the drive/location of your Page 145/209 . Note the following when generating and evaluating report information: o o o o When entering a category search parameter. Inc .1. 4. savings is zero. select Standard Purchase Order. You are prompted to save the file. or All Outcomes..2. Copyright 2000 Three D Graphics. the report reflects only the system-hosted catalog item categories. Generate the intelligence report of your choice. You can view individual quote details by clicking the quote number. Any report displaying calculated amounts do not include any RFI amounts.

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

if desired.) An asterisk (*) indicates a required field: o *From and Through Date Enter a date range for extracting and summarizing transactions. o o Category (if available) Select the category of interest using the search icon next to the field. Currency Select the currency of interest.1. o 4.1 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). 4. However. only transactions for that selected currency are displayed. Once the report displays. The Sourcing Reports page displays information on the reports in the system.1 How do I run reports? 1. if you want to view all transactions completed in all currencies. For each supplier. the report defaults to your functional currency. Suppliers (if available) Select the suppliers of interest using the search icon next to the field. You can sort the report by clicking on the any of the underlined column headings. are displayed.2.3. 5. click the Reports tab. including the selected currency and the currency code. as well as the total amount awarded to this supplier. the report shows the total amount generated by each sourcing transaction type (bid or quote). (Not all reports have all of the following search criteria. On the Negotiations Home page. In the spreadsheet. 3. Click Export to Spreadsheet to download the report.Oracle Sourcing Help To view transactions in all currencies: When you view transactions for a selected currency in a report. It also gives a breakdown by negotiation type of the total amount of money transacted.2 Intelligence Reports 4. See "How do I export report data to a spreadsheet?" 4. Enter any search criteria into the appropriate fields. you can export the report data to a spreadsheet. If left blank. click Show Chart (if available) for a graphical representation of the report. see "How do I run the reports?" Page 147/209 . 2. and click Go. To run the Awards by Supplier report. transactions for all currencies. Click the link for the report you want to run.

To run the Awarded Bids Detail report. You can view the supporting awarded bid by clicking the Auction number or Bid number.2 What is the Savings by Category report? The Savings by Category report displays your total savings broken down by item category. Savings is calculated by taking the difference between Current Price and Award Price and multiplying the difference by the Award Quantity. Page 148/209 . Any report displaying calculated amounts do not include any RFI amounts. Any report displaying calculated amounts do not include any RFI amounts. savings is zero. If Current Price is not available.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. Once you have generated a Savings by Category report. you can generate a Savings by Item report for the items listed. The report is sorted by category. Amounts do not include lines where award quantity and award amount are unspecified. select Standard Purchase Order.2. Note the following when generating and evaluating report information: When entering a category search parameter. Blanket Purchase Agreement. If Current Price is not available.2. with the category with the highest productive award appearing first. the report reflects only the system-hosted catalog item categories. the report reflects only the system-hosted catalog item categories. 4.3 What is the Awarded Bids Detail report? The Awarded Bids Detail report displays detailed information about auctions for which business has been awarded. or All Outcomes. see "How do I run the reports?" Note: For the Auction Outcome report parameter. 4. savings is zero. Savings is calculated by taking the difference between Current Price and Award Price and multiplying it by the Award Quantity. Amounts do not include lines where award quantity and award amount are unspecified. To run the Savings by Category report. see "How do I run the reports?" Notes: Note the following when generating and evaluating report information: o o o o When entering a category search parameter.

Oracle Sourcing Help Amounts do not include lines where award quantity and award amount are unspecified. Savings is calculated by taking the difference between Current Price and Award Price and multiplying the difference by the Award Quantity. Any report displaying calculated amounts do not include any RFI amounts. To run the Awarded Quotes report. Note the following when generating and evaluating report information: o o o o When entering a category search parameter. If Current Price is not available. Amounts do not include lines where award quantity and award amount are unspecified. You can view individual quote details by clicking the quote number. or All Outcomes. the report reflects only the system-hosted catalog item categories. Page 149/209 . select Standard Purchase Order. 4. savings is zero. Blanket Purchase Agreement.2.4 What is the Awarded Quotes report? The Awarded Quotes report displays information about the selected RFQs that have been awarded in the system. Savings is calculated by taking the difference between Current Price and Award Price and multiplying the difference by the Award Quantity. see "How do I run the reports?" Note: For the Auction Outcome report parameter. If Current Price is not available. savings is zero.

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

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

shipping and billing information. or price breaks associated with it.3 How do I respond to a negotiation? Suppliers can respond to public negotiations and private negotiations to which they have been invited. (See section 5.4 How do I view the details of a negotiation before placing a response? 1. Monitor the action in the negotiation in which you are participating. the response controls.2. Alternatively. use the Search Negotiations fields to access the Active Negotiations page. pricing.1. click the negotiation number to access the Negotiation Summary page for the negotiation in which you are interested.6 “How do I submit a response online”).1.Oracle Sourcing Help Creating and managing sourcing events Updating profile information Viewing award decisions Updating profile information 5. Attachments can be viewed by clicking the paperclip icon. Find a negotiation in which to participate (See Section 2. price elements. 2.4. you can view information on the item attributes by clicking the "View" link under the Details column.1. (See Section 5. The Notes and Attachments section displays any text messages from the buyer and any attached files. Click the negotiation number to access the Negotiation Summary page. Under Open Invitations. This includes such information as the time the negotiation. If the item has attributes. The Negotiation Summary page displays all the current information for this negotiation. Submit your response (bid. or quote).1 “How do I monitor negotiations to which I've responded”). detailed item information. 5. You can easily navigate to a particular section of the page (such as the item information section) by clicking the small down arrowhead icons or the links at the top right of the page. 2. To respond to a negotiation you must: 1.1 “How do I access negotiations”). Page 152/209 . 3.

5. you can only see the response history if you are the buyer. If the negotiation is sealed.Oracle Sourcing Help If the negotiation is open. RFIs may or may not be concerned with line price or costs. enter response values as you normally would when bidding or quoting online. The purpose of RFQs and buyer's auctions is to negotiate line price and costs prior to generating a purchasing document. From the Results: Active Negotiations. you can review any current responses by clicking the number link under the Responses/Quotes/Bids column. On the Create Response page.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. Line attributes appear under the Lines section of the Page 153/209 . 3. and the buyer can initiate a regular price/cost negotiation with the targeted suppliers. RFIs to which you've been invited will appear under Open Invitations. Otherwise. 5.1. Since the purpose of an RFI is to obtain product and service related information for a negotiation line. Buyers use responses to an RFI to qualify suppliers early in the procurement process. most negotiation lines in an RFI have attributes defined. The purpose of an RFI is to gather information on goods and services a supplier company provides. If the buyer chose to include the Price and Quantity fields. On the Terms and Conditions page. either accept or reject the negotiations conditions. 4. If the negotiation is closed. To respond to an RFI: 1. 2. the Price and Quantity fields are display only and you cannot enter anything in them. 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. search for any open RFIs or RFIs to which you've been specifically invited. the RFI can be converted to an RFQ or buyer's auction. You can find open RFIs by entering search values in the Search Open Negotiations fields and clicking Go. no one can see the responses until the negotiation is over and unsealed. These line attributes identify the questions the buyer has about a particular line. select the RFI to which you wish to respond and click Respond. Once the appropriate group of suppliers has been identified. you are required to provide values for these fields. From the Negotiations Home page.

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

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

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

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

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

then click Go. In Multi-Attribute Weighted Scoring negotiations. 5. you can adjust the AutoRefresh interval setting to change the length of time between page refreshes. 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. The AutoRefresh page updates the current best bid price and your bid status for each item in the auction. On the AutoRefresh page.Oracle Sourcing Help Item attributes provide extra information about a negotiation item. 5. They define 1) unique specifications that are set for a negotiation item. If you want to display only those auction items that are included in a specific category. Item attributes also allow you to provide more information and details when entering responses. Click Create Bid to deactivate AutoRefresh and place a bid on the auction. Using price elements allows you to target additional costs related to a particular negotiation item. Select the auction and click Respond. Page 159/209 . 2. select the category from the View menu. you can set your responses apart from your competitors' responses and enable buyers to make better-informed award decisions.10 What is proxy bidding and how does it work? By activating proxy bidding. 4. To activate AutoRefresh: 1. Your bid status is No Bid for any item on which you have not placed a bid. and 2) the details that a negotiation participant should provide when entering a response for that item. Such costs can include discrete charges such as import duties or activities such consulting or training costs. 5.9 What is AutoRefresh? AutoRefresh enables you to continuously monitor the bidding in an auction before or after you submit a bid. Win for any item on which you have the current best bid price.1. you allow the system to automatically rebid on your behalf whenever a competing bid price beats your bid price. click AutoRefresh On. your responses to an item's attributes are scored and weighted to allow the buyer to make more informed decisions. On the Create Bid page. You cannot proxy bid on any items that have price elements. Locate an open auction in which you'd like to bid. and Lose for any item on which you have been outbid. In an auction that includes more than one item. 3.1. By providing item details and specifications in item attribute fields. you can proxy bid on some items and bid manually on others.

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

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

7. On the Quote/Bid by Spreadsheet page. select Create Quote/Bid from the Action menu and click Go. 4. Access the open negotiation to which you wish to respond. Navigate back to the Quote/Bid by Spreadsheet page. You can download an Excel spreadsheet or a text spreadsheet. 3. 2. you may want to look at responses that have already been submitted (not viewable in blind or sealed auctions or in RFQs). From the negotiation summary page. When you are satisfied with your power bid prices. even if your new bid price exceeds the current best bid for any auction item. Save the file. Save the spreadsheet file to a convenient location. 3.1. If you want to return to your original bid prices. then click History to review responses. You can then enter a new power bid percentage and click Go to revise your power bid. 5. Access the auction on which you want to rebid. 6. for example. After you have located a negotiation on which to bid. The recalculated price appears in the Price field. your bid status does not change yet. Open the spreadsheet file and complete according to the instructions in the Read Me file included in the zip. click Submit Bid and review the details of your bid. Bulk loading is also useful if you respond to similar negotiations that occur repeatedly. Click Recalculate to preview your power bid prices.Oracle Sourcing Help To use power bid: 1. select the type of file(s) you wish to download. enter the power bid percentage by which you want to decrease each of your bids in the auction. 5. Page 162/209 . 5.13 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. Your bid prices so not take effect until you click Submit Bid. 4. You can create the spreadsheet once and then make only the modifications necessary for a particular negotiation.25. click the negotiation number and review the negotiation's details and lines. 2. To download a spreadsheet and prepare your bid or quote offline: 1. Enter numbers. click Clear Changes. Because you are only previewing your power bids. As you prepare to respond. On the Create Bid page.

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

Such updates are called amendments. you can continue to respond to the negotiation normally. 2.Oracle Sourcing Help 5. Search for the negotiation. When you respond to such a negotiation. Click Yes.17 How do I respond to an amendment to a sourcing document? After publishing a negotiation. If there are multiple amendments. click Accept. Page 164/209 . 5. 6. 3. To respond to a negotiation that was amended after your first response: 1.1. then continue entering your response. You will not be allowed to enter a response in the negotiation. you must review and acknowledge the amendments and place a new response.1. these terms and conditions are presented before you enter the details of your response. 5. 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.16 Why would a negotiation have special terms and conditions? Your buying company can include customized terms and conditions that govern its negotiations. If you placed a response before the amendment was made. the buyer may need to update some of the information defined in the sourcing document. you must have reviewed all the amendments and placed a response to the latest one. If you do not accept the negotiation's terms and conditions. 1. To be eligible for an award decision. 4. click Cancel. To respond to a negotiation that was amended before your first response: If the amendment was made prior to your first access. Once a document has been amended. Select the negotiation and click Respond. review the document information. On the Acknowledge Amendment page. you will only be able to respond to the amended version. Review the negotiation's terms and conditions. You are informed that the negotiation has amendments and are prompted to acknowledge them. click the checkbox and then click Acknowledge. you must review and acknowledge each one. Once you have acknowledged all the amendments.

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

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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if any. or Buyer's Auction Item Description Description of the negotiation item. participants can communicate with each other by entering into an ongoing conversation called an online discussion.7 How do buyers and suppliers communicate while a negotiation is in progress? There may be times when buyers and suppliers need to contact each other directly for additional information or clarification. Once a negotiation has been published. 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.Oracle Sourcing Help 5. Response Quantity The number of item units you offered to sell the buyer.2. Reason Any message provided by the buyer explaining why the item was not awarded. The Rejected Items page shows: Response Number The number assigned to your response by the system. Response Price The price at which you offered to sell the item. 5.2. Promise Date The date by which you promised to deliver the item. The Rejected Items page allows you to drill down into detailed information about the negotiation and your response to it.| Type The type of negotiation: RFQ. Negotiation Number The number assigned the negotiation by the system. Page 170/209 .

Page 171/209 . Enter your reply text and click Send. click Reply. then the Status of the message is either Read or Replied. When you have finished entering your message.Oracle Sourcing Help Using an online discussion Once a negotiation is published. there is an entry for the original message initiating that discussion as well as all replies to that message. click New Message. A new discussion thread is created by the system. click Send. You can display all discussions associated with this negotiation by clicking Printable Page. To create a new discussion. The newest entries appear at the top of the table. click Reply. The Subject: label identifies each discussion. Clicking the Unread Messages number link takes you to the Online Discussion page. Fill out the network print box and click Print. You can also initiate an online conversation from the negotiation summary page. click the link under the Message column. To print this message. The Message window displays the text of the message and other information such as the time. To reply directly to a message. The Create New Message window opens. o o To reply to the message. If you have read and/or replied to a message. specify the subject heading for the message. The Online Discussions page displays all discussions associated with this negotiation (there can be multiple discussions for a single negotiation). To see the text of a message. and then Print. date. click Print. In this window you o o o select the recipient(s) of the message. enter the full text of the message . and recipients of the message. The Reply to Message window opens. For each discussion. and "Your Active and Draft Responses" for Sourcing Suppliers). Enter the text of your response and click Send. 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 bidder may wish to halt the proxy bidding to update bid information.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. Canceling proxy bidding In most cases. it can be allowed to run to conclusion. Page 172/209 . For example. The bidder specifies the amount of the price decrement (expressed as a percentage or a flat price reduction) and the minimum price to offer. once proxy bidding has been initiated. the promise date offered by the bidder may need to be updated due to unforeseen situations at the time the proxy was begun. proxy bidding in suspended. there may be certain instances in which the bidder needs to end proxy bidding early.2. the bidder may wish to update the non-price related information to improve the price to total score ratio. In both these cases. Once enabled. However. this happens when the bidder needs to update bid information. Or in a multiattribute weighted negotiation. the system will continue to rebid at lower prices until the bidder's minimum bid price is reached. At this point. 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. Usually.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. Note that the rules vary depending on the style of negotiation.

To print a negotiation (for buyers): 1. click Cancel Proxy at the bottom of the page. On the negotiation summary page. 5. Once you have placed a bid using proxy bidding. and click Cancel All Proxies. 1. 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). search for the negotiation you wish to print. or save it to a location on your machine and review the document there. Buyers need the capability to download and print a negotiation for offline review. If Oracle Procurement Contracts is implemented and the sourcing document has contract terms attached to it. or names of invited suppliers. continue entering your new bid information (including new proxy specifications if desired). click the Response number link. Click Create Bid to create a new bid. If you cannot see all your negotiations. Select the items for which you wish to disable proxy bidding. select Print Document from the Actions menu 3. On the Rebid page. 2.2. The Cancel Proxy Bidding page shows all line items for which you have proxy bidding enabled.Oracle Sourcing Help To cancel proxy bidding. 3. the clauses and deliverables are printed as well. When the Rebid page appears. The printed version also does not include any price elements defined to the negotiation. you can monitor its progress by locating the negotiation number under Your Active and Draft Responses section of the Negotiations Home page. Government organizations in particular present solicitation packages according to a unified format. click Create Bid. mail or email. These negotiations are listed under the Your Negotiations at a Glance section. current prices. To continue placing a new bid. On the Negotiations Homepage. click Full List. Responders should be able to complete negotiation documents and return the results by FAX. When the prompt box appears. The printed version of the negotiation is appropriate for public display since it excludes all internal data such as internal attributes. To view the details of your current bid. 4. Access the negotiation by clicking its negotiation link. Page 173/209 .9 How do I print information on my negotiation? Much business communication today is carried and managed offline. 2. open and inspect the print directly.

1. On the Acknowledge Amendment page. select Print Document from the Actions menu. To respond to a negotiation that was amended before your first response: If the amendment was made prior to your first access. you must review and acknowledge the amendments and place a new response. search for the negotiation for which you wish to print the contract terms by clicking the negotiation number link. Such updates are called amendments. 2. 6. When the prompt box appears. you must have reviewed all the amendments and placed a response to the latest one. To be eligible for an award decision. Once a document has been amended. 4. 3.Oracle Sourcing Help To print a negotiation (for suppliers): 1. click the checkbox and then click Acknowledge.2. 2.10 How do I respond to an amendment to a sourcing document? After publishing a negotiation. you must review and acknowledge each one. Click the Contract Terms link in the navigation bar. Click Preview Contract Terms. search for the negotiation you wish to print by clicking the Negotiation Number link. you can continue to respond to the negotiation normally. On the negotiation summary page. You are informed that the negotiation has amendments and are prompted to acknowledge them. Click Yes. On the Negotiations Home page. you will only be able to respond to the amended version. 5. 4. 5. When the prompt box appears. Page 174/209 . review the document information. Search for the negotiation. open and inspect the print directly. or save it to a location on your machine and review the document there To print contract terms only: 1. 2. 3. If there are multiple amendments. Select the negotiation and click Respond. open and inspect the print directly or save it to a location and review the document locally. the buyer may need to update some of the information defined in the sourcing document. 3. On the Negotiations Homepage. Once you have acknowledged all the amendments.

5. 9. you must acknowledge that you have viewed the amendment and placed a new response 7. Click "View Amendment History" to see the changes made to the original negotiation. 5. The currently active version has the highest number and is the first entry in the table.Oracle Sourcing Help To respond to a negotiation that was amended after your first response: 1. Click Acknowledge Amendment. you are presented the first amendment. The negotiation summary page shows the original version of the negotiation. You can toggle between the current version and its prior version using the buttons. 8. Once you have acknowledged all the amendments. 3. If you placed a response before the amendment was made. Click Acknowledge. Review the information. The amended versions are suffixed with an incrementing counter. You are presented any additional amendments. Contract terms are displayed in the Contract Terms section of the page. The Amendment History page has entries for the original negotiation and any subsequently amended versions. 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. 6.11 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. 4. To be considered for an award decision.2. or click the Review Changes icon to see what information changed between a version and its prior version. and then click the checkbox acknowledging you have reviewed the amendment. On the Acknowledge Amendment page. If Oracle Procurement Contracts is implemented by the buying organization. Click the suffixed number links to see the different versions of the sourcing document. The Review Changes page identifies the information that has changed. Deliverables are part of the contract terms the buyer may have defined and are typically additional pieces of documentation that must be provided by the supplier. you can place a new response on the negotiation. 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. Page 175/209 . which you must review and acknowledge. 2. there may be deliverables to which you must respond. Click the negotiation number link to view the original negotiation and its updates.

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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buttons. or other feature. and (for bulk load jobs only) the job number. If you receive a Task Access Restriction message. particularly for large files. Your Sourcing responsibility assignments determine which features you can use. If the feature in which you are uploading allows. link. the steps you performed that led to the problem. or if your upload does not complete. task bar option. Users who are associated with this responsibility can access and perform specific features.1.1.4 Why can't I access some pages. note the error text if any. 6. Function security means that features can be used only by users who are allowed access to the features. Then contact your system administrator.1. Your system administrator controls function security by creating a Responsibility consisting of different functions. Total Agreement Amount Page 180/209 . links. the connection. Agreement Start Date/Agreement End Date The period during which the blanket purchase agreement is effective. Note: Depending on how the system is set up.2 Glossary A Agreement Terms (Blanket Purchase Agreement only) Agreement terms are optional.Oracle Sourcing Help 6. try placing the file in a WinZip file to reduce the file size or using a faster connection to the system. If you still cannot determine the cause of an error or failure. 6. 6. button. may time out before the system receives the file. and apply only when you have selected "blanket purchase agreement" as the auction outcome. or multibyte languages (such as Chinese). or task bar options? All system features are controlled by function security and your userid. some browsers will not upload files or browse directories whose names contain language-specific marks such as accents or umlauts. you should contact your system administrator to request additional function assignments. If you are using a slow dial-up connection.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 you cannot view or access a specific page.

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

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

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

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

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

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

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

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

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

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

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

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

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

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

oracle. 6. Oracle neither evaluates nor makes any representations regarding the accessibility of these Web sites. and must be fully installed to take advantage of their features.3 Documentation Accessibility Our goal is to make Oracle products.com/accessibility/. JAWS may not always read a line of text that consists solely of a bracket or brace. our documentation includes features that make information available to users of assistive technology. with good usability.3.4 Product Integration and Licensing This documentation includes information about many features of Oracle Applications other than this product. The conventions for writing code require that closing braces should appear on an otherwise empty line. This documentation is available in HTML format. 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. may not always correctly read the code examples in this document.Oracle Sourcing Help 6. services.3. however.1 Accessibility of Code Examples in Documentation JAWS. These other Oracle Applications may require separate licenses. 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. Standards will continue to evolve over time. To that end. 6. visit the Oracle Accessibility Program Web site at: http://www. a Windows screen reader. and supporting documentation accessible. Page 195/209 . For additional information. to the disabled community. and contains markup to facilitate access by the disabled community.

Inc.1. see Section 4. Appendix 7. Page 196/209 . Savings is calculated by taking the difference between Current Price and Award Price and multiplying it by the Award Quantity. as well as the total amount awarded to this supplier.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. If Current Price is not available. Inc.Oracle Sourcing Help 7.1. Amounts do not include lines where award quantity and award amount are unspedified. savings is zero.type (bid or quote).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). Copyright 2000 Three D Graphics.3. For each supplier.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. You can sort the report by clicking on the any of the underlined column headings To run the Awards by Supplier report. 7. the report shows the total amount generated by each sourcing transaction.

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

Page 198/209 .1. Active lists are available for use by buyers during negotiation creation. To run the Awarded Quotes report. You can view individual quote details by clicking the quote number.Oracle Sourcing Help 7. Blanket Purchase Agreement. select Standard Purchase Order. Any report displaying calculated amounts do not include any RFI amounts. On the Create Header Atttribute List/Create Line Attribute List page. 7. Buyer cannot create inactive lists . If Current Price is not available.2 Reusable Attribute Lists 7. To create an attribute list: 1. 2. 3.2. the report reflects only the system-hosted catalog item categories. 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).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. Amounts do not include lines where award quantity and award amount are unspedified. Click "Attribute" under the Reusable Lists area of Quick Links on the Negotiations Home page . On the Reusable Attribute Lists page. click either Create Header Attribute List or Create Line Attribute List . see "How do I run the reports?" Note: For the Auction Outcome report parameter.4 What is the Awarded Quotes report? The Awarded Quotes report displays information about the selected RFQs that have been awarded in the system. enter a name and description of your list and select a status. Attribute lists are named groups of line attributes (line characteristics) that applies to a line in a negotiation. savings is zero. Note the following when generating and evaluating report information: o o o o When entering a category search parameter. Savings is calculated by taking the difference between Current Price and Award Price and multiplying the difference by the Award Quantity. If you include an attribute list in a negotiation template. or All Outcomes.

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

you define the maximum value that can be assigned to the attribute (and possibly its weight if weights are being used). With line attributes. Then at analysis time. With header attributes. If you select the "Allow responses in other currencies" option. See How do I score header attributes? for an explanation on entering score values and how a header attribute's score is calculated .Oracle Sourcing Help supplier and allows you to make a more informed award decision. and the system uses the scores you entered (and possible the attribute's weight) to calculate the score for that attribute . You score header attributes differently than line attributes. Then when making your award decision. The currency is always defaults to the functional currency for your organization and is display only. click the "Define currency list" link to select the currencies you will accept and enter exchange rates and price precisions for those currencies. you must enter the business terms and conditions that will govern the negotiation. you explicitly enter score values. See How do I score header attributes? for more information on the use of header attributes. click the "Enter Business Terms and Conditions" link to access the Enter Business Terms and Conditions page. you can view the supplier responses and manually assign a score that reflects the desirability of the response.4 How do I enter business terms and conditions for my RFxs and auctions? Whether you create a new RFI/RFQ or auction or edit a draft. After you have entered your description. Suppliers must include responses to header attributes as well as negotiation lines. * Price Precision Page 200/209 . you must identify all possible responses and assign a score to each while you are defining your negotiation. When you view the responses you have received. See What information must I provide to create my negotiation header? for instructions on creating header attributes. the system will automatically convert them to your default functional currency. 7. Enter the following details (*indicates a required field): RFx/Auction Currency The currency in which you will enter and view all monetary values.

The possible values are defined in Oracle Payables. Agreement Terms If you select blanket purchase agreement as the negotiation outcome. FOB Page 201/209 .Oracle Sourcing Help 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 Human Resources. Carrier The freight carrier your supplier should use. You can select any of the addresses defined for your operating unit in Oracle Human Resources. Click the flashlight icon to browser for other addresses. *Ship-To Address Address to which the RFQ/Auction items will be shipped. The default is set in Oracle Purchasing. 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 is set in Oracle Purchasing. the precision for amounts is automatically governed by the standards defined by the ISO (International Organization for Standardization). While you can set the precision for unit-prices entered in a non-RFx/Auction currency when you define your currency list. nor does it apply to currency amounts such as Bid Total or the bid value of Fixed-Amount price elements. The ISO standards are used automatically by Sourcing. The default address is defined in Oracle Purchasing. o Minimum Release Amount *Billing Address Address to which your RFQ/Auction bills should be sent. The default address 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. Payment Terms The payment terms for your suppliers. o Total Agreement Amount The amount the buyer agrees to spend with the supplier over the course of the agreement. Click the flashlight icon to browse for other addresses. The possible values for your operating unit are defined in Oracle Inventory.

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

then click Auctions or RFQ in the task bar directly below the tabs. Sourcing Buyers may also have been assigned this job function by the system administrator. or discrete costs such as shipping fees. Such costs could include services such as training or consulting. The time values shown across the bottom of the display can help you determine the relative timing of different responses. and the display is automatically refreshed using the new increments. You can also move directly to either the beginning or the end of the negotiation by clicking the appropriate small arrow icon. hours. In addition. the buyer may create a sourcing event to group together several related RFQs/auctions. Select the event you want to view. 2. 7.6 Why are some RFQs and auctions associated with a sourcing event? In some instances. Click the Negotiations tab. Buyers can specify when they create the auction or RFQ how much they are willing to pay for these additional costs. you must respond to each individually. The Sourcing Super User has this job function by default. Select the increment you want from the drop down menu. Page 203/209 .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. These costs can then be negotiated between a buyer and supplier just like the item price. you can combine them into a price element list. Click View Event Negotiations to see details of the sourcing event. events enable suppliers to quickly locate and participate in multiple similar RFQ/Auctions. 3.Oracle Sourcing Help By default. To access an event: 1. or days. Click the "View All Events" link. the display begins at the time the negotiation was opened. Though the RFQs or auctions grouped in a sourcing event are related. 7. You can condense or expand the display by controlling its time display increments. The display can be shown in minutes. Sourcing events help both buyers and suppliers monitor multiple RFQs/auctions as a group rather than individually. You apply this element list to your auction or RFQ. rather than searching for them individually. Once you create the appropriate price elements. You must be assigned the Create Price Elements job function to create price elements.

8 Can suppliers communicate with each other while a negotiation is in process? This file has been obsolete. 7.a fixed amount regardless of the number item units. 6. When you have finished entering.9) Page 204/209 . You can define the same price element to every language installed. 3. You return to the Price Elements page. click Done. Fixed Amount . Click "Create Price Element.how the cost for this price element is determined.a percentage of the final negotiated item price.this code must be unique within all price element codes Price Element Name .Oracle Sourcing Help To create a reusable price element: 1. Please see How do buyers and suppliers communicate while a negotiation is in progress? (See Section 2. enter information for the following fields: Code . Click "Price Elements" under Auction/RFQ Tools.a text description of the price element Pricing Basis .The default status is active." 5. click the Auctions or the RFQs tab. Per-Unit . You can change the statue to Inactive to prevent the price element from being added to any negotiations. Status . select the language for which you are defining the price element. % of Item Price . On the Price Elements page. On the Create Price Element page. 4. Description . From the Sourcing Welcome page.this name must be unique within all price element names. 2.4.a fixed amount for each unit of the item.

You can either approve clauses before adding them to the contract template. Unless protected. Standard Clauses A standard clause is a clause defined in the Library (See Appendix 7. These templates can then be used to default clauses and deliverables on a contract. Page 205/209 . or you can leave the clauses in draft form. After you apply the contract template to a business document.9. Add the clauses to a contract template. not in contract templates. You can create and modify standard clauses in the Library. at which point the clause becomes a non-standard clause. Apply the contract template to a business document. 3. 7. or a standard clause that you edit and make non-standard.Oracle Sourcing Help 7.9. A non-standard clause is a clause that you create to add in directly into the business document. 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. 2. the contract template can contain both approved and draft clauses. Clauses are drafted based on both business and statutory requirements.1 About Clauses A standard clause is the legal or business language used to author a contract. Prior to approval.9 About Contract Templates Oracle Contracts enables you to define a standard set of templates to easily default terms and conditions for contracts authored by your organization. you must perform the following steps: 1. the text of a standard clause in the business document can be changed.2 “About the Contract Terms Library”). Non-Standard Clauses Non-standard clauses exist only in business documents. all the clauses in the contract template automatically become standard clauses in the business document. In order to make standard clauses available to be used in business documents. You can create templates that include both clauses and deliverables. Approve the contract template.

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

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

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

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

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