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

........ 84 What are Reusable Price Element Lists............. 95 2...12 How do security levels work? ......... 96 2..5 How do I create a deliverable and use it in a negotiation document?....................................... 88 2............2......................................................4... 105 2.......2..1 How do I create a deliverable and use it in a negotiation document?......3...4..........2 How do I monitor the negotiations I have created? .......3 How do I respond on behalf of suppliers without Internet access?..4 What are contract terms and conditions.. 100 2............................. 91 2.....................3............3... 104 2......................3...3 How do I define services related lines?.......4...............................1 How do I access negotiations? ...........1..10 How do collaboration teams work? .1. 84 2.......................3.........1........... 86 2..............................1...........1................................3............3.....Oracle Sourcing Help How do I use price elements? .......... and how do I use them in my negotiation?............4 Additional Creation Topics .....................3 Are there any shortcuts available when creating a sourcing document? .............. 115 2.. 93 2................. and how do I use them?..................................................... 106 2... 88 2............................13 What is shortlisting and how do I use it? ..........2 What kind of services can I negotiate for?..................... 114 2............. 98 2.......8 What are price breaks....... 106 2..9 What are amount based line types.2 What is a sourcing event? ....4.........3................... and how do I use them in my negotiation?............1......... 102 2. 114 2........................................ 97 2.1......... 103 2................................................... 92 2...........1............. 102 2.....................9 How do buyers and suppliers communicate while a negotiation is in progress? ........................................ and how do I use them?..........4............................ 116 2..8 How do I view the backing information for lines AutoCreated from Oracle Purchasing?...............4..............7 How do I analyze the responses I have received?...................................3.11 How do I extend a negotiation that is in progress? .................4....................2....................................................4..............1 What are some negotiations strategies I can use? ...........4 Can I create and save sourcing documents without submitting them? .......3.....13 What are global agreements..............3........................1......................1. and how do I create and use them? .................... and how are they used? ...3.7 What are contract terms and conditions............1............................................4 What are Your Negotiations at a Glance?.................... 110 2................................4..6 How do I copy a sourcing document?.... 107 2.........1.....4..................................6 How do I download the responses I have received? ...........12 How do I change my auction's AutoExtend settings while the auction is in progress?...... 109 2....................3 Monitoring Negotiations............... 98 2.......1............2................................................ 112 2................................................................................................................................. 108 2... 107 2.............3...................3..............................4...........................................10 Can I invite additional suppliers to a negotiation I've already created? ............4...........7 What are price breaks.......3....... 96 2.......................................3............. 105 2...........3...................................................1................ 99 2.....................1..................................14 How do I initiate a new round of responding?....2 Using Oracle Services Procurement and Oracle Procurement Contracts........................6 ..........1............5 2...5 How do I use the Graphic Monitor to compare competing quotes or bids for a particular negotiation line?.....1.... 100 2........................ 117 Page 5/209 2........... and how do I use them?..............4..............................11 Who can participate as team members? .............. 103 2..

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

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

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

1 “How do I update my Sourcing personal options”). buyer's auction (See Section 2. You can enter many different personal options such as your language. date format. You can monitor your negotiations in real time and communicate with participants using online discussions. To monitor the negotiations in which you are participating. Page 9/209 . check the Negotiations at a Glance section. click the appropriate link(s) in the Quick Links section of the Negotiations Home page. see Getting Started for Buyers.1 “What are the Sourcing Intelligence reports I can generate”) for many transaction types. request for quotations (RFQs).1 What can I do with Oracle Sourcing? If you are a Sourcing Buyer.1 New to Sourcing? 1. Getting Started for Buyers As a Sourcing Buyer you have access to a wide range functionality with Oracle Sourcing.Oracle Sourcing Help 1.1. see Getting Started for the Sourcing Super User. RFQ. This system also provides graphical summary and detail reports (See Appendix 7. You can create a request for information (RFIs). and Buyer's Auction. If you are responsible for administering the Sourcing system. and password. Click the Intelligence tab on the Sourcing Home page. To manage draft negotiations on which you and others may be working. To create an RFI. To create templates and reusable lists to simplify negotiation creation. Use the Search Negotiations fields at the top of the page to search for a particular negotiation To edit your personal information (See Section 3.1 “Creating Negotiations”). click "Edit" under the Drafts Quick Links section. click the appropriate create link from the Quick Links section of the Negotiations Home page. see Getting Started for Suppliers. If you are a Sourcing Supplier. If your system is integrated with Oracle Purchasing. Getting Started 1. you can also use requisition information contained in Oracle Purchasing to create draft RFQs and auctions which you can then complete and submit using Oracle Sourcing. click the Preferences link at the top of the page. among others.

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

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

4.1. who might never meet face-to-face.4 “How do I create and edit a reusable invitation list”) Sourcing Template (See Section 2. and item-specific attributes.2 Getting Started with Oracle Sourcing 1.Oracle Sourcing Help 1.1.2. Common Functionality All sourcing document types have the following common functionality to simplify the negotiation creation process: Reusable Attribute Lists (See Appendix 7.requests for quotations (RFQs). The four different types of sourcing documents available . enabling them to efficiently obtain the best possible prices for goods and services.6 “How do I copy a sourcing document”) Multiple Currency support (See Section 2.1 Frequently Asked Questions: Oracle Sourcing 1.1. Buyers and sellers.1.2. Buyers use real-time interaction to obtain information on suppliers' products and services. and buyer's auctions.7 “Can I accept responses in multiple currencies”) Multiple Language support Notes and Attachments (See Chapter 6.2 “Glossary”) Terms and Conditions enforcement (See Section 5. Page 12/209 . quantity.2.16 “Why would a negotiation have special terms and conditions?”) RFIs Oracle Sourcing allows buyers to qualify a wide group of suppliers and their products and services using RFIs.2.1 What is Oracle Sourcing? Oracle Sourcing offers flexible negotiation capabilities to buyers and sellers.1.1 “How do I create an attribute list?”) Reusable Invitation Lists (See Section 2. Prices are established based on actual supply and demand at the time the negotiation is transacted.3. “How do I create and edit negotiation templates?”) and Copy features (See Section 2.1.1. requests for information (RFIs).2. Buyers can use the information obtained to subsequently conduct an RFQ or buyer's auction. but on lead times. and then use that information to create negotiations that drive prices based not only on price. can bypass intermediaries and establish relationships that might not have been possible using more traditional methods of buying and selling.

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

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

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

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

Manual Extend/Early Close (See Sections 2. The details of the document such as the controls. submit Other Proxy Bidding (See Attribute Based Section 5.1. Multiple Quotes The RFQ business process allows suppliers to submit a single quote per round.1.1.4. Multiple If allowed by bidders may multiple bids.11) Buyers can Manual Extend (See manually extend Section 2. Page 17/209 .7) 1.11) 2. and invitation list are copied into a new document which you can edit if necessary.4.4.8) 5.Oracle Sourcing Help Attribute Based Bidding (See Section 5.8) Extend/Early Close (See AutoExtend (See Section Section 2.1.1.3 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.8) RFIs use item attributes to solicit item information from suppliers.1.4.1. item information.1.3.2) Information obtained during the RFI can be used to create a new negotiation document.4. Bids buyer.1.1.1.8) Section 5.15) scheduled close Minimum Bid date.1.10) Bidding (See Power Bidding (See Section 5.11/2.2. or any other users in your organization.1.3.10) Price Elements Attribute Based Bidding (See Section (See Section 5.7) 2. Decrement/Increment (See Section 2.1.4. terms and conditions.15) Buyers can manually extend an RFI or close an RFI earlier than the scheduled close date.8) Price Elements (See Manual Section 5.11) Price Breaks (See Section Price Breaks (See Section 2. Convert to negotiation document (See Section 2. have previously created.11) an RFQ or close an RFQ earlier Early Close (See Section than the 2.

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

buyers define attributes for negotiation items. Depending on the setting chosen during the negotiation creation. you can click "Continue editing your draft. 1. you see the Confirmation page. or display only.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. Item attributes and their responses comprise the heart of the RFI process. You are granted exclusive control until you release it. but also to other features salient to each item. Suppliers reply to the item attribute.2. Buyers can efficiently create and award RFQs and auctions while suppliers can also use this functionality to assist in bidding in auctions or submitting quotes for RFQs. How do I continue working on it? You can continue working on a document saved as a draft by After clicking Save Draft. these lists are shared across all document types and can be accessed by the buyer as required. and delivery.2.2. that allow bidders/suppliers not only to respond to the price.7 I just saved a negotiation as a draft document. 1.2. you can click "Manage Draft Negotiations" to access the Manage Draft Negotiations page. quantity. These attributes represent important aspects of the item for which the buyers need information from their suppliers.1.6 What is attribute based negotiation and how can I use it? Attribute based negotiations enable buyers to define multiple item-specific characteristics. When creating an RFI. The document is released when Page 19/209 . ensuring that only one user can work on a draft at any time.1.8 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." Alternatively. 1.5 Are reusable invitation lists and reusable attribute lists shared across all three negotiation types? Yes. these attributes can be either required.1.1. From this page. The buyer then uses the suppliers' responses to qualify the group of suppliers and to determine the best set of suppliers with which to later conduct a negotiation. called item attributes.2. 1. optional.Oracle Sourcing Help 1. From this page you can access and edit any of your draft negotiations.1. in essence "answering" the buyer's question.

2.1. Negotiations lines entered directly in Oracle Sourcing can include item numbers and item revisions if the item information was retrieved from the Item Master.10 If I have saved a draft of a new Quoting/Bidding round.2. 1.2. such as the Sourcing Super User.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. The draft creator selects the draft and clicks Unlock on the Manage Draft Negotiations page. making it available for award. The system automatically updates the status of the previous round to Closed. can I award business to quotes/bids from the previous round? Once you save a new round of Quoting/Bidding. 1. the system automatically updates the status of the previous round to Round Completed. However. The information from the previous round is enough to save a draft.) Another user removes the lock. (The original creator can always unlock a draft.1.2.11 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. you can delete the draft for the new round from the Manage Draft Negotiations page.1. What are the differences? You can create RFQs and auctions in both Oracle Purchasing and Oracle Sourcing.Oracle Sourcing Help You save it. If you wish to create a draft for a new round.) 1. You delete it from the Manage Draft Negotiations page.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. It is removed from the system.1. Negotiations with Round Completed are not available for awarding. (Users with the appropriate function security. You submit it (the draft becomes a valid negotiation in the system). Each has its own benefits: Page 20/209 . can unlock draft auctions/RFQ which were locked by other users. you are not required to enter any information.

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

2.2. the system will automatically convert the responses to the negotiation currency.1.17 Can I accept multiple currencies in my negotiation? Yes. however. the negotiation currency defaults to the functional currency defined for your operating unit.2. In a Multi-Attribute Weighted Scoring negotiation. they are allowed to respond in only one currency per response. but it offers the lowest price per point of score. quantity.1. Though suppliers in a multi-currency negotiation can submit responses in several currencies. 1. the bidder/supplier must lower the Quote/Bid price for the item and/or submit responses to the weighted attributes that increase the total score for the item. item attributes can be scored and weighted. 1. In other words.2. In both price-only and Multi-Attribute Weighted Scoring negotiation. To lower the ratio for an item included in a bid. 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.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. The winning response is decided based on the buyer's definitions of the relative importance of item attributes. However. you can invite these users Page 22/209 . The lowest ratio receives the highest rank.Oracle Sourcing Help 1. suppliers can quote/bid on price. the system ranks the supplier only on the basis of price.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. delivery dates and attributes of an item. the buyer can still award the negotiation to any supplier regardless of the Price to Total Score ratio values. 1. you can allow bids or quotes in currencies other than the negotiation currency. Whenever you view the responses you have received.1.16 What is the difference between Price-Only and Multi-Attribute Weighted Scoring RFQs/auctions? In a price-only negotiation. A buyer can view bids plotted on a Price to Total Score graph to assist in analysis of quotes/bids. reflected in the Price to Total Score ratio. The lowest ratio among competing responses may not offer the lowest price. The buyer can still award the item regardless of the ratio. it offers the best value for the money.1. When you create a new negotiation.

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

enter the required information. From the Portal page. a buyer with the appropriate authorization can add the company to your Supplier Master).1. Select the applications to which the user will have access. can directly register and approve users. and participate in the negotiation Preview or open Buyers date/time Preview or open All invited suppliers date/time Preview or open All invited date/time contacts additional To invite them to register.1. 1. Event Recipient Purpose To inform them that the negotiation is open for previewing or bidding To invite them to acknowledge intent. 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 .2. Click Register." 2.2. 3.20 What is the purpose of notifications? Who receives them and when? Notifications are used to communicate specific events to users. On the Register an External User page.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. Search for and select the supplier company name by using the flashlight icon (if the supplier company information does not exist within the system. click "Register a Supplier User. 1. You receive a confirmation that the new user has been registered. Invitations are automatically sent to each supplier. acknowledge intent.Oracle Sourcing Help To register a user yourself: Anyone with the Sourcing Super User authorization. 1.

The negotiation duration is the length of time between either the preview date (if the buyer specified one) or the open date. they receive a reminder email notification once the negotiation has opened for either previewing or responding. and the close date. or all a certain Quote/Bid has been quote suppliers in the sealed disqualified RFQ.21 When does an invitee receive a reminder email notification? If companies do not acknowledge participation by a certain time. Negotiation Duration Reminder Email Sent Equal to or less than One hour after the Preview/Open Date 24 hours Page 25/209 . 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.Oracle Sourcing Help Disqualify a bid or Supplier whose response To inform the supplier the bid has quote has been disqualified been disqualified All bidders in the open and To inform all bidders/suppliers that Disqualify a bid or sealed auction. When the reminder gets sent depends on the duration of the negotiation.1.2.

1. if they are added after the original reminder time. Bulk loading is also useful if you respond in similar negotiations that occur repeatedly.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. Such acknowledgments are intended to enhance communication between buyers and suppliers and inform buyers of the potential participation.1. However. you can respond to negotiations created by your company's affiliates. 1.1.2. these new invitees receive reminders at the original time. Once you have completed this spreadsheet. 1. however. Otherwise. 1. You cannot respond to any negotiation that your company owns. canceled or deleted before the reminder time. you can upload it to enter your responses into the system to. If the negotiation is closed. then invitees do not receive any reminder.2.2. the reminder is not sent. 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 download a spreadsheet which you can complete offline to specify your response information.23 Can I respond to a negotiation created by someone in my company? No.22 Do suppliers need to acknowledge their intent to participate before submitting responses? Suppliers are encouraged to acknowledge their participation intention after they receive the invitation email. If the buyer starts another round of negotiation before the reminder time. then invitees do not receive a reminder. they do not receive reminders. It is not mandatory to acknowledge your intent before submitting responses. If additional companies are added before the original reminder time. Page 26/209 . they receive it at the original 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.

27 Can the system administrator require buyers to use a certain rank indicator? Yes. click the response number link to view the information on that response including the corresponding purchase order created for that response. In Oracle Sourcing. Page 27/209 . 1. you can require a particular indicator be used for all negotiations.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. for example.2. Click the Administration tab.1.Oracle Sourcing Help 1.2. you can enter a maximum of 2000 characters. the negotiation number. On the Award Summary page.2. 1. you can enter a maximum of 240 characters.1.1. Any user assigned the appropriate job function can add suppliers to an RFQ or auction any time before the close date and time. You can search for the purchase orders in Oracle Purchasing by entering the negotiation data.25 Can I invite additional suppliers to an RFQ or auction I've already created? Yes. and then click "Negotiations Configuration. You can also search Oracle Purchasing by entering the original requisition information. As the system administrator.2. You can check your Notifications for the Purchase Order Creation Notification. On the Negotiations Summary page.26 How many characters can be entered into the Item Description and the Note fields? For an Item Description field." Select the indicator and specify whether users can override your selection. 1. which includes the purchase order numbers along with other information. access the negotiation whose associated purchase orders you wish to see by entering the negotiation number into the Search Negotiations fields. select Award Summary from the Action menu and click Go. This displays all purchase orders for a particular negotiation.1. For a Note field.

3 “How do I respond to a negotiation”).4.2.1 “How do I create an attribute list”).2 Getting Started with RFQs RFQs support the full business process to solicit quotes from suppliers. RFQ monitoring (See Section 2. 2.4 “How do I award business in an RFQ or auction”). Reusable invitation lists (See Section 2. RFQ Capabilities RFQ templates (See Section 2. RFQ modification or awarding (See Section 2.4 “How do I create and edit a reusable invitation list”).1. RFQs typically consist of multiple rounds with competition focused on whether supplier(s) can meet the specific requirements. Once the RFQ is completed.1. Buyers initiate RFQs that may include multiple line items by publishing the RFQ and inviting suppliers.Buyers can monitor real-time quote activity and take appropriate action.3 “How do I create and edit negotiation templates”). RFQ is typically used for complex items or services such as made-to-order manufacturing items or construction projects. Reusable attribute lists (See Appendix 7. RFQ creation (See Section 2.2. RFQs supports both blind and sealed RFQs.2. buyers can review quotes and award the RFQ or submit a modified RFQ for another round of quoting.3. The suppliers' responses to the RFQ allow the buyer to compare quotes and negotiate the best price and specifications for the good or service. Page 28/209 . RFQs enable buyers to collect quotes from suppliers for complex and hard-to-define items or services. Quote preparation and submission (See Section 5. Price elements (See Section 2.2 “How do I monitor the negotiations I have created”).2. Steps in the RFQ process include: 1.1. 4.1. Buyers analyze the quotes and either award the RFQs or modify the RFQs and open them for another round of quoting.Suppliers view the RFQ details and submit their quotes online.1 “How do I create a new negotiation”).1.5. suppliers are immediately notified of the results via online notifications.Oracle Sourcing Help 1.5 “How do I use price elements”).1. Once suppliers have submitted an initial round of quotes. Suppliers cannot view competing quotes while the negotiation is in progress. 3. The RFQ process usually lasts days or weeks through multiple rounds of negotiations.

11 “How do I extend a negotiation that is in progress”) and early close features (See Section 2.8 “How do I use item attributes and price elements when responding to a negotiation”). Real-time status updates Notes and attachments (See Section 6.7 “What are reusable price elements and how do I create them”).4.14 “How do I initiate a new round of responding”).4. Multi-round quoting (See Section 2. Terms and Conditions enforcement (See Section 5.14 “How does Oracle Sourcing use information in Oracle Purchasing when AutoCreating draft sourcing documents”).16 “How do I cancel a negotiation”)and Disqualifying quotes (2.5 “How do I use the Graphic Monitor to compare competing quotes or bids for a particular negotiation line”).4. Integration with Oracle Purchasing (See Section 2.3.4.5 “How do I use the Graphical Monitor to view responses to items in my negotiation”) Purchase order generation Attribute based quoting (See Section 5. RFQ.2 “How do I monitor the negotiations I have created”).15 “How do I close a negotiation before its scheduled close date and time”).1.1.4 “How do I award business in an RFQ or auction”).1. Canceling RFQs (See Section 2. Quote comparison (See Section 2. Capture Total Cost (See Appendix 7. (5.5.5. or auction”).16 “Why would a negotiation have special terms and conditions”) Quoting online (See Section 5. and how do I use them”). Sourcing Events (See Appendix 7.4.7 “What are price breaks. Manual extend (See Section 2.Oracle Sourcing Help Price breaks (See Section 2.1. Graphic RFQ monitor (See Appendix 7.13 “How do I download a spreadsheet and respond offline”). Page 29/209 . Online or offline awarding capability (spreadsheet awarding).6 “Why are some RFQs and auctions associated with a sourcing event”). Monitoring quote activity in real-time (See Section 2.1.4.2 “Glossary”).6 “How do I submit a response online”) and offline (spreadsheet quoting). Multiple RFQ styles: blind or sealed (See Section 6.9 “How do I disqualify responses I receive for an RFI.2 “Glossary”). (See Section 2.1.

2. 1. but you must enter the weights and scores for an item's scored attributes online.3. You can prepare your list of RFQ items offline and upload the completed spreadsheet.3 Frequently Asked Questions: RFQs 1.2. This allows you to create your multi-line RFQ quickly. Quote Currencies Additional currencies in which quotes will be accepted.2.1 What are the Unlock Date and the Unseal Date? The Unlock Date is the date when the buyer unlocks the closed RFQ to view the received quotes.3. 1. 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.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.2.2 Can I submit multiple quotes per round? If allowed by the quote controls. ensuring the integrity of the submitted RFQ items.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. Quotes are converted to the RFQ currency for quote review. but quote disqualification is at the discretion of the buyer.2.3. 1. In a Multi-Attribute Weighted Scoring RFQ.3. It is the RFQ buyer's reference and review currency.3.Oracle Sourcing Help 1. you can submit multiple quotes within the same round. You can contact the buyer who created the RFQ and ask to have your quote disqualified. you can upload items using a spreadsheet. The system validates the data.3 Can I cancel or retract my quote? No. Page 30/209 . Suppliers can choose the Quote currency in which they will place their quotes.2. The Unseal Date is the date when the buyer unseals the unlocked RFQ allowing the suppliers to view the quotes as well. 1.

See How do I invite suppliers to my RFQ or auction? for details on identifying contacts.3. Suppliers complete the quoting process by uploading the spread sheet back to the system. and why would I enter one? In an RFQ whose outcome is a standard purchase order. you can invite additional suppliers by using the same process employed during the initial RFQ creation.2. the Promise Date is optional. Page 31/209 . In all other cases. 1. 1. This is one of the feature of RFQs and mirrors the general off-line behavior of this negotiation model.3.3.2. When Promise Date is an optional response.3.7 How can I view the quote values for all the price elements of an RFQ item? You can view the quote values for an item's price elements from the Negotiations Summary page. 1.3.11 Can I invite additional suppliers to subsequent rounds of an RFQ? Yes. 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.8 What is the Promise Date.2.6 What is the most efficient way to quote on many line items in an RFQ? If an RFQ consists of many line items. An automatic invitation will be sent to each invited supplier. 1. completing multiple item attributes. you can enter the address in the Additional Contact Email field during negotiation creation.2. 1.3. spreadsheet items are validated to ensure the integrity of the submitted quote. When creating additional rounds for an RFQ.Oracle Sourcing Help 1. In an RFQ whose outcome is a blanket purchase agreement.2. the Promise Date is required only if the RFQ uses multi-attribute weighted scoring and Promise Date is one of the scored attributes. During the upload. you can enter a Promise Date to differentiate your response from other competing responses.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. You can invite suppliers by selecting them from the supplier master list. Promise Date is an required field.9 Is an RFQ always blind or sealed and why? An RFQ is always either blind or sealed. Once the supplier has provided you the email address.2. Downloading the RFQ contents allows suppliers to quickly respond.

1.Oracle Sourcing Help 1.12 In a sealed RFQ. On the Negotiations Summary page. none of the details are available for viewing by any suppliers. On the Start New Round page. select Close Early from the Action menu to close the RFQ.2. 1. 3. however.13 Why can't I see the graphical monitor in a sealed RFQ? While an RFQ is sealed.14 Can I close my RFQ earlier than the original close time? If you select the Early Close option when specifying quote controls. Use the negotiation number in the Search Negotiations fields on the Negotiations Home page to access the negotiation. you can use the Graphical Monitor to view quotes.3. Once the buyer has unlocked and unsealed the quotes.2. 2.2.15 How do I start another round of quoting in an RFQ? Once an RFQ has been closed.3.2. you can start another round of quoting. Select Start New Round from the Action Menu.3. you cannot see either the name of the respondent or the details of the bid until you unlock the RFQ. 1. can I see who is bidding? In a sealed RFQ. 1.3. you can see how many quotes are being placed. you can modify the following: Title Style Ranking method Rank indicator Preview Date/Time Open Date/Time Close Date/Time Award Date/Time Collaboration team information Item information Invitation List Notes and attachments Page 32/209 . you can manually close your RFQ earlier than the original close date/time.

The buyer defines the auction and includes all the auction item information.Oracle Sourcing Help 1. Creating the auction (See Section 2. such as office furniture or memory chips.3 “How do I respond to a negotiation”). Negotiations allows buyers to establish either public or private auctions to meet the specific needs of buyers.4 Getting Started with Auctions Getting Started with Auctions Auctions offer complete.1.1.1. although the close time can be extended manually or automatically based on last minute bids.2. Responding to the auction (See Section 5. Steps in the auction process include: 1.1 “How do I create a new negotiation”). the business terms and conditions and intended bidders. Because most auctions are open for short periods of time.2. flexible auction capabilities to buyers so they can efficiently obtain the best possible price for goods and services. Auctions are typically focused on creating competition between bidders. Auctions allow real-time interaction to drive dynamic prices based on information that extends beyond price to include lead times. typically a matter of a few days. the bidding process moves quickly which results in increased competition. quantity and item-specific attributes. Auctions enable buyers to solicit bids for goods and services that are clearly defined.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 1.3. Auctions last for a set period of time. Bidders participate in the auction by viewing the Page 33/209 . 2. Prices are established based on actual supply and demand at the time the auction is transacted.

1.1. blind or sealed (See Section 6. Manual extend (See Section 2.The buyer and all other participants can monitor the real-time activity during the auction and take action as necessary.10 “What is proxy bidding and how does it work”).2 “How do I monitor the negotiations I have created”). Power bidding (See Section 5. Monitoring the bid responses (See Section 2.7 “What are price breaks.1.5 “How do I use price elements”).4 “How do I award business in an RFQ or auction”).Oracle Sourcing Help auction items and submitting bids online. Sourcing Events (See Appendix 7. bidders can view competitive bids during the auction.15 “How do I close a negotiation before its scheduled close date and time”).1. Once the auction is completed.2 “Glossary”).2. Minimum Bid Decrement/Increment (See Section 2. Page 34/209 .6 “Why are some RFQs and auctions associated with a sourcing event”).3 “How do I create and edit negotiation templates”). Attribute based bidding (See Section 5.4. The buyer analyzes the bids and awards the auction based on the price. Price elements (See Section 2.1. Auction features include: Auction templates (See Section 2. 4.4 “How do I create and edit a reusable invitation list”). If permitted by the auction rules. bid attribute value(s).1.1. Evaluating and awarding bids (See Section 2.7 “What are reusable price elements and how do I create them”).11 “How do I extend a negotiation that is in progress”) and early close features (See Section 2. Price breaks (See Section 2. 3.12 “What is power bid”).5. Capture Total Cost (See Appendix 7. bid quantity. Proxy bidding (See Section 5.11 “What are response controls”). Reusable attribute lists (See Appendix 7.1. Autoextend feature (See Section 2.3. bidders are immediately notified of the auction results via online notifications. and how do I use them”).1. Reusable invitation lists (See Section 2.11 “What are response controls”).4.4.2.1.1 “How do I create an attribute list”).3.2.1.8 “How do I use item attributes and price elements when responding to a negotiation”). Multiple Auction styles: open.

2 “How do I monitor the negotiations I have created”). RFQ.5 “How do I use the Graphical Monitor to view responses to items in my negotiation”) Notes and attachments (See Section 6.4. (See Section 2.16 “How do I cancel a negotiation”) and Disqualifying bid (2. Monitoring bid activity (See Section 2.5.4 “How does Oracle Sourcing use information in Oracle Purchasing when AutoCreating draft sourcing documents”). Bid comparison (See Section 2.5 “How do I use the Graphic Monitor to compare competing quotes or bids for a particular negotiation line”).6 “How do I submit a response online”) and offline (spreadsheet bidding). Page 35/209 .1.13 “How do I download a spreadsheet and respond offline”).4 “How do I award business in an RFQ or auction”).9 “How do I disqualify responses I receive for an RFI.Oracle Sourcing Help Canceling auctions (See Section 2. Online or offline awarding capability (spreadsheet awarding).1.1.4. or auction”).4.2 “Glossary”). Graphic Auction Monitor (See Appendix 7.5. Integration with Oracle Purchasing (See Section 2. (5. Purchase order generation Real-time status updates Bidding online (See Section 5.1.

5.5 Can someone in my company award an auction that I create? If granted the appropriate authorization.2.5.5. 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.2.1 What are the different auction styles? The buyer can choose from three types of auctions: Open: everyone can see the bid content. The buyer can see the bids once the auction is unlocked. 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.Oracle Sourcing Help 1.2. someone else at your company can award an auction created by you. provided that: 1. The target price is the price you hope to pay for one unit of an item. They have the appropriate function security (See Section 6. Everyone can see the bid content once the auction is unsealed.5.2 What is the difference between Quote/Bid start price and target price? When creating a new RFQ or auction. You can elect to display the target price to participants. 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.6 Can two people from the same company bid on the same auction? Yes.2. The bid controls for this auction allow multiple bids per round .2. 1. and 3. Buyers are not required to designate a target price for every item. Page 36/209 . 1.3 Why isn't there a target price for every item? Target price is an optional value. links. 1. buttons.2. The auction to which they are responding is not owned by their company 2. 1.4 What is the target price used for? The target price is mainly used for internal performance analysis for the buyer. but only the buyer can see the identity of the bidder.2. Note: Two people from the same cannot quote in the same RFQ.1. The buyer can also choose to display the target price to the bidders for reference.4 “Why can't I access some pages.5 Frequently Asked Questions: Auctions 1.5. All registered users in a company can bid on the same auction.5. 1. or task bar options”).

5. none of the previous responses submitted are available for awarding.1. that supplier receives an e-mail notification about your RFQ/auction.2.5. you might want to send invitations to increase specific suppliers' awareness of your RFQ/auction and encourage participation. 1.7 When two respondents from the same company place bids. or auction has closed. why would I invite suppliers to participate? For a public RFQ/auction.9 How do I initiate a new round of quoting or bidding? After your RFI.8 If my RFQ/auction is open to all suppliers. you are not required to send invitations to any suppliers. After you initiate a new round of responding. When you invite a supplier (See Section 2.2.Oracle Sourcing Help 1. 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. and your RFQ/auction appears in that supplier's "Open Invitations" list of invitations.1.2.5. Page 37/209 . can they view each other's bid details? Depending on the auction style. However. 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).13 “How do I invite suppliers to participate in my negotiation”) to participate. RFQ.

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

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

*Close Date The new date and time the RFI. o Possible Invitation List Changes If you invited suppliers in the previous round. Click Suppliers to modify your invitation list. Click Controls to modify negotiation control information. Page 40/209 . Additionally.5. You can remove any supplier from the invitation list for the new round. Preview Date For RFIs. 1. they are automatically added to the invitation list for the new round. or auction closes. RFQs or auctions opening in the future. click Submit for Approval. click Publish. You can also add new suppliers. Award Date (RFQs and auctions only) You can choose to enter a new award date/time if this differs from the timing in the previous round of negotiation. You can also choose to open the negotiation for preview immediately. RFQ. 6.10 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. If there are approvers defined for this document. you can enter the date and time (prior to the open date and time) the negotiation is available for previewing by all eligible participants. o Response Controls Modify other Response Controls as necessary. any uninvited suppliers who responded in the previous round are also automatically added to the invitation list for the new round. Note that you have to specify a new closing date. Click Review. You can also choose to open the negotiation immediately. Review your updated negotiation information.Oracle Sourcing Help 5. If there are no approvers defined for this document.2. o Possible Date Modifications *Open Date Date and time you want the new round of responding to begin. 7.

11 Can a bidder retract a bid? If a bidder has submitted.5. Bidders cannot respond to display only attributes so there is no value for comparison.A bidder must submit a single. 1. You can also specify if the autoextend is for the entire auction or particular line items. the bidder can only view the resulting Price to Total Score for a bid.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. The response is at the company level.5.2.16 What is a Single Best Bid? A Single Best Bid is a response to an auction that allows only one bid per company. Manual Extend allows you to manually extend your auction close date/time before the auction closes. AutoExtend extends the duration automatically if new bids are received in the closing minutes of the auction.5. that is. no other user at the same company can bid. When the bid control "No . a company can place one bid in each round when being invited to that round Page 41/209 . For example.Oracle Sourcing Help 1. When the buyer hides scores/weights.12 Why can't I always view scores and weights set up by the buyer? The buyer can optionally hide scores and weights from the bidder.2. 1. Bidder B receives the higher rank because the proxy bid was created by the system after Bidder B's bid. 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 specify whether the auction is extended from the original close time or from the time when the winning bid has been received. 1. Bid disqualification.5.5. You can also define the total number of auto extensions and the extension period.2.5. 1.2.2. the bidder can contact the buyer and ask to have the bid disqualified. 1.14 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.13 Why are display-only attributes not visible in the Bid Compare page? Display only attributes are used to convey information to bidders. best bid" is selected for a multi-round auction. is up to the discretion of the buyer. once one user at a company responds. however.

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

Supplier A's proxy is not triggered. For example.00.18 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.5.00. However. 1.Oracle Sourcing Help 1.00 and a proxy minimum of USD 75.19 Can a bidder see the names of the other bidders? Bidders cannot see other bidders' identities.5. To avoid these situations. Supplier A's proxy is triggered to place a new bid of USD 84. This bid (94/100) is better than Supplier A's bid (95/90). but since Supplier B's bid price is still higher than Supplier A's bid price. 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.2. Since Supplier B's bid price is less than Supplier A's bid price. Therefore.00 with a score of 100 for the same item. You may need to cancel the proxy bidding process to redefine attribute information to improve your price to total score ration. not just the bid price.00 with a score of 90 for the item. you may need to closely monitor Multi-Attribute Weighted Scoring auctions which also use proxy bidding. he cannot modify any attribute responses to try to improve his score. Supplier B then bids USD 94.00) has not yet been reached. Supplier B then places another bid of USD 92. Page 43/209 . a bid can be beaten based on the Price to Total Score ratio without triggering a new proxy bid.00.2. a proxy bid decrement of USD10. This bid (84/90) is now the winning bid. Supplier identities are never revealed to other bidders. Supplier A places a bid of USD 95. since proxy bids are generated based only on the price of the competing bid. And since Supplier A's proxy minimum (75.00. Now Supplier B's bid (92/100) is better than Supplier A's bid (84/90).

1. 2. o If you have previously created an RFI.1.1. Help for Sourcing Buyers 2. RFQs.13 “How do I invite suppliers to participate in my negotiation”).1.Oracle Sourcing Help 2. Enter Negotiation Lines (See Section 2.1. you can save time by copying an existing RFI/RFQ/Auction.1. You can create a negotiation and save it as a draft before submitting it. and how do I use them in my negotiation”) Invite Your Suppliers (See Section 2.1. There are four main steps to creating a new negotiation: o o o o Create Your Negotiation Header (See section 2. one unique feature of an RFI is that buyers can choose to define negotiation line items without price and quantity and specify lists of criteria to which suppliers must respond. Page 44/209 . RFIs are used more for gathering information on goods and service provided by a supplier than to lock in particular price information. Therefore.11 “What are response controls”) Enter Your Terms and Conditions (If Oracle Procurement Contracts is bought and licensed) (See Section 2.1.1.1. You can also create new negotiations quickly by applying a negotiation template. the information contained in the RFI can be copied into an RFQ or buyer's auction.1. and Buyer's Auctions 2. or auction.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.4.1 Creating RFIs.1.1 How do I create a new negotiation? Use the instructions on this page to create Sourcing negotiations (RFIs. Define Your Response Controls (See Section 2. RFQs.1 Creating Negotiations 2.1. RFIs can be taken to multiple rounds until the buyer has enough information to identify supplier(s) with which to deal. RFQ.7 “What are contract terms and conditions.9 “How do I add lines to a negotiation”).6 “What information must I provide to create my negotiation header”). This allows you to return to the creation process at a later time or have multiple people working on the same negotiation.1. and buyer's auctions). At the conclusion of the RFI cycle.

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

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

1. you can use requisition information in Oracle Purchasing to create a draft sourcing document that you can then access and edit.1.Oracle Sourcing Help 2. Buyer Operations Creating negotiations Creating templates and reusable lists Managing draft negotiations Creating and managing sourcing events Updating profile information Supplier Operations Responding to negotiations Monitoring active responses Managing draft responses Viewing award decisions Updating profile information 2. The table below shows some of the operations available Sourcing Buyers and Sourcing Suppliers by using Quick Links.1.1. Once you have identified the requisitions in which you are interested. one-step access to your most commonly performed Oracle Sourcing tasks. you can search for requisitions according to different attributes such as item or category and include them in a single document. 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. 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. The AutoCreated document is assigned a document number.3 How do I use Quick Links? The Quick Links section of the Negotiations Home page provides easy. When using AutoCreate. You can use this number to access the document in Oracle Sourcing and to Page 47/209 .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. The links are organized by task and negotiation type so you can find the link for the task you wish to perform. The backing requisition information is carried over from Oracle Purchasing and used throughout the creation process.

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

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

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

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

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

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

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

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

You assign currencies to specific suppliers when you invite the suppliers to your negotiation. Select the appropriate type for your negotiation. 2. Enter the date for which you wish to use this set of exchange rates. To define your own exchange rates 1. select the exchange rate type. 5. 2. 6. Select the checkbox to display the exchange rates if you want to allow respondents to see your response currency exchange rates. Page 56/209 . To use predefined exchange rates: 1.Oracle Sourcing Help 2.09 kroner to one dollar. The page redisplays.09 meaning . you can choose to restrict specific suppliers to particular response currencies. When you have finished defining currency information.1. If the precision for the response currency is greater than the precision for the negotiation currency. After you have selected your suppliers in Step 5. 3. If you are finished defining alternate currencies. You can use predefined exchange rates (Corporate Exchange Rate) or specify your own exchange rates (User Specified Rate). continue creating your negotiation. 2. The system's response currency codes are available from the drop down menu. To restrict a supplier to a particular currency: 1. the system will round when converting responses into the negotiation currency. The system may contain several different exchange rate types. 4. Specify the price precision for the currency. if the negotiation currency is United States dollars (USD) and the response currency you're defining is Swedish Kroner (SEK) the exchange rate might be . The description field explains the code. Select the response currency. For example. click Apply. Otherwise click Add Another Row and continue defining currencies and exchange rates.8 How do I restrict a supplier to a particular currency? If you allow multiple response currencies for your negotiation. select a response currency for each supplier.1. Define the exchange rate by entering the number of response currency units that equal one unit of the negotiation currency. On the Header: Manage Response Currencies page. Select the User Specified Rate type. Select the response currency you will accept. 3.

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

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

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

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

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

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

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

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

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

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

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

If the approver rejects the decision. a notification is sent to the creator who can then begin generating the purchasing document. the purchasing document will not need to be changed in the future. This ensures that. Once the decision has been approved. and The period from 20 minutes prior to the scheduled close of the auction to the scheduled close of the auction is the AutoExtend period during which a winning bid will trigger AutoExtend.Oracle Sourcing Help You must specify the duration (in minutes) of each AutoExtend. 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. once created. Once you have saved your award decisions. which the approver can accept or reject. Number of Extensions Select a value from the drop down menu to set the maximum number of times the auction can be extended. For example. a notification is sent to the first approver in the approval chain requesting that the approver view the decision.12 Can I ensure that an award recommendation gets approved before I generate its purchasing document? It may be the case that one or more approvers must review and sign off on your award recommendation before you can generate its associated purchasing document. or only for those items that receive winning bids during the AutoExtend period. 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.1. Lines to AutoExtend You can extend bidding for all auction items. This setting also determines the end-of-auction window (the AutoExtend period) during which a winning bid triggers an AutoExtension. Page 68/209 . 2. a notification is sent to the next approver in the approval chain. If the approver allows the decision. The approval cycle continues until all the required approvers have viewed and approved the decision.1. The AutoExtend period is determined by the length of each AutoExtension (see above).

and any response controls. From the search results. You can restrict your auction to bidders you specifically invite by selecting the appropriate control on the negotiation Controls page.1. To invite specific suppliers see Inviting Suppliers below. Search for and select the Invitation List you want to apply. select the suppliers you wish to invite and click Invite. and you must invite at least one supplier. Select how you wish to search for suppliers: o o Click the Add Supplier to search for and add suppliers to your invitation list. Click Add Invitation List to apply a predefined list of suppliers. 2. Different sites for the same supplier can each submit a response. However. You can use the same list for all negotiations. select the specific site you wish to invite to the negotiation. If there are multiple supplier sites (Supplier Site is another term for Address Name). You return to the previous page. you do not have to explicitly invite any suppliers. You can select the bidders you wish to notify from a list of suppliers. you can choose to open your RFQ to all suppliers.13 How do I invite suppliers to participate in my negotiation? Participation in RFQs Participation in RFQs is by invitation only by default.Oracle Sourcing Help 2. Participation in Auctions Unless you specified differently on the negotiation Controls page. Even though the auction is already open to them. you can choose to also send certain bidders notifications of a particular auction to encourage their participation. you can apply a predefined invitation list that identifies these bidders. you can create a participants list on the Create Negotiation: Suppliers page: 1.1. or if you frequently invite a certain group of bidders. Inviting suppliers After entering your negotiations description. Bidders will see your auction when they search using the Active Auctions page. Page 69/209 . auctions are open to all bidders by default. 3. If you do. business terms and conditions. To invite specific suppliers see Inviting Suppliers below. line(s).

To create an amendment to a sourcing document: 1. select Create Amendment from the Actions menu. select which contact you wish to notify about this negotiation from the Contact menu. On the negotiations summary page.14 How do I create an amendment to a negotiation? After publishing a negotiation. if you know the e-mail addresses of any other contacts at the company (including possibly a distribution list). use the active negotiation's negotiation summary page. Respondents are notified that the sourcing document has been amended and are required to review their previous response and resubmit it in accordance with the amendment. if no preview date/time was specified) and before the close date/time. To invite new suppliers. If Oracle Procurement Contracts is implemented. This update is called an amendment. The system sends notifications to the invited suppliers providing them details of the negotiation. Once the registration request has been approved. a notification is sent to invite the contact to register and participate in the negotiation. Change the negotiation rules on the Create Amendment: Controls page if necessary.1. Your invitees will receive email notifications inviting them to participate once the negotiation is successfully submitted. additions. the user can participate in negotiations. On the Create Amendment: Lines page. enter any line changes. This suffix is incremented every time you create a new amendment for this document. The supplier user receives an email notification with the negotiation invitation and a link to access the user registration page. 3. and there are clauses and deliverables defined to this negotiation. Additionally. Amendments can be created anytime after the preview date/time (or open date/time. 12345. 5. 6. 2.1.. 1. you can enter it in the Additional Contact Email field. 2. Notice that the negotiation number has now been given a suffix. You cannot add or delete suppliers on the Create Amendment Suppliers page during an amendment. On the Create Amendment Header page. 4. these can be changed on the Create Amendment: Contract Terms page.. the buyer can update information defined in the document if necessary. Note: You can also invite additional suppliers while the negotiation is in progress. for example. you must enter a new Description for the amendment and make any other header level attribute changes you need. You go to the Create Header page.. or updates to line information if necessary. Page 70/209 . deletions. If the contact is unregistered.Oracle Sourcing Help If there are multiple contacts for each site.

RFQ. but also to other features and performance characteristics of each line. When creating a negotiation. 2. Line attributes can then also be weighted to indicate the relative importance of a single attribute among the other weighted attributes. Once approved (or if approval is not required).2. 2. If you have approvers identified on the Collaboration Team on the Create Header page. You can save the amendment as a draft at anytime during the creation process if you click Save Draft. the buyer can score attribute values to indicate the relative preferability of different responses. allowing respondents not only to respond to the price. 4.Oracle Sourcing Help 7. and how do I use them? Line attributes enable a buyer to define multiple line-specific attributes. or delete any of the negotiation information provided by the template by proceeding through the steps of creating a negotiation.2 What are line attributes and attribute lists. 8.1. On the Create: Header page. These attributes may either require a response or no require a response from the supplier.1. To use a sourcing document template: 1. you can submit the amendment for approval by clicking Submit for Approval on the review page.1 How do I use negotiation templates? You can use a document template of a specific type (RFI.1.2. You can review the new changes compared to the current active negotiation by clicking Review. Search for and select the template you want to apply. or auction) to create a new document of the same type. Click the appropriate link under the Create area of Quick Links on the Negotiations Home page. You can add to. See How do I create and edit negotiation templates? for instructions on creating negotiation templates. 3. Once you click Publish. Page 71/209 . and delivery. Draft amendments are available on the Negotiations Home page if you click Drafts in the Manage Quick Links section. quality. Approvers will receive notification that they need to approve the amendment. select the template and click Apply to create a new negotiation with this template. All suppliers will be required to acknowledge the amendment and resubmit their responses to be eligible for award. the Submit button changes to Publish.2 Templates. no new responses can be received on the previous negotiation. The buyer can define unique line attributes. 2. click Apply Template. On the results display. Spreadsheets and Lists 2. edit.

Note: In order to create "public" offer templates. 2. Since RFIs. you simply apply the template to the negotiation. complete the following fields (required fields are marked with an *asterisk): *Template Name Description *Access. terms and conditions. and use the template).attributes. Your template status will default to Active. When you create a new negotiation using a template.you may want to create a negotiation template that you can use each time you create a new negotiation. For example. add to and edit details of the negotiation (as necessary). You can create as many templates as necessary.2.1. . participation controls. Attribute lists let a system administrator create system. This allows you to organize attributes in relevant groups for analysis. If you Page 72/209 . edit. You can create both "private" templates (templates that only you can view.or company-wide negotiation attribute lists for repeated use. you must be assigned the appropriate authorization by your system administrator.Oracle Sourcing Help Attributes are assigned to a predefined Attribute Group. 2. RFQs. Your negotiation template contains the features that are similar among the negotiations you commonly create. especially if several buyers are collaborating on the analysis. and buyer's auctions are different documents." 3. etc. and publish your negotiation. On the Templates page. click "Create New Template. each type has its own template(s).3 How do I create and edit negotiation templates? If the majority of the negotiations you create contain the same features . On the Step 1: Describe Your Template page. Grouping allows the arrangement of data that is easier for both the supplier to respond to and for the buyer to analyze responses. Active templates can be used immediately to create new negotiations. The reusable lists allow buyers to standardize the information they wish to include with specific lines during negotiation creation. and use) and "public" templates (templates that all registered users in your company can view and use). all technical attributes can be placed one group while all non-technical attributes can be located in another. edit. Creating a new negotiation template 1. A template can be designated as either "public" (all Buyers in your company can view and use the template) or "private" (only you can view. Using a template saves time by streamlining the creation process. Click the appropriate create link under the Templates area of Quick Links on the Negotiations Home page.

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

You can also add or delete suppliers.2. click Apply. click Submit. To edit an invitation list you have created: 1. status. 4. For a supplier with multiple sites. edit. Search for the list you wish to update. any attributes/price elements defined for the template are added to any attributes/price elements you define via the spreadsheet. you can choose a specific supplier site to associate with this list (Supplier Site is another term for Address Name). find your list. On the Edit Invitation List page.1. Page 74/209 . click "Add Suppliers" again and follow the perceiving instructions. and access as appropriate. the system uses the following hierarchy to determine which category value to use: 1. 2." then search for suppliers to add to your invitation list. 2. The value defined for the RFQ/Auction template.Oracle Sourcing Help Sourcing Super Users or users with the Manage Invitation Lists job function can create. then click Edit. 2. If you are have the Manage Invitation Lists job function. 4. update your list description. 5. or 2.2. When you are finished. 8. Click "Add Suppliers. 3. If the template and spreadsheet have conflicting category values. including change the access and status. 7.6 What happens to the attributes/price elements when I create a negotiation by applying a template and using spreadsheet upload? When you create an RFQ or auction by applying a template and then use the spreadsheet upload feature to add your items. you can add an entry for each site for that supplier if you choose. Click "Invitation" under the Reusable Lists area of Quick Lists on the Negotiations Home page.5 What happens to the item category when I create a negotiation by applying a template and using spreadsheet upload? A buyer can apply a predefined template to the RFQ or auction in creation Step 1 and then use the item creation by spreadsheet capability to upload details on multiple items in Step 3. you can edit public lists. 5. and manage public invitation lists. The value specified in the spreadsheet. When you have finished adding suppliers. Select the supplier(s) and click Add to Invitation List. If you wish to add more suppliers to your list.1. 6. On the search results page. If the supplier you selected has multiple sites defined in the system.

if the buyer marks this attribute as required. a buyer can create an auction to buy a fleet of 12 vehicles for a delivery service. Line attributes define 1) unique specifications that you set for a negotiation line. you may choose to add one or more line attributes to that line. While the buyer could enter this information in the auction line description. retail industry negotiation items can include such attributes as "color. and your spreadsheet upload includes two items. and do not apply to all lines in the negotiation. Adding these as required item attributes that are displayed to bidders can customize your negotiation items to your specific industry. using an attribute to define this specification calls attention to the specification. and item B with two attributes/price elements. The attribute(s) are added to that line only. the precedence is: 1. For more information about how to add line attributes to your negotiation items. and why would I add them to my negotiation lines? When you add a line to a new negotiation (RFI. RFQ. the attribute/price element specified by the template. the attribute/price element specified on the spreadsheet 2. the buyer can add an attribute called "mileage" to specify that the bid item must have fewer than 12." "style. 2.2 How do I add line attributes to my negotiation? You can add multiple line attributes to any line in your negotiation. Price Elements. then bidders must enter the mileage of any bid. see "How do I add attributes to my negotiation lines?" 2.1 What are line attributes. and Price Breaks 2. and 2) the details that a participant should provide when responding to that negotiation line. 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. if there are three attributes/price elements for your template.1. Line attributes can call attention to industry-specific characteristics. For example. In addition. When the buyer adds the line (vehicle) to the auction.3 Item Attributes. auction).1.3.000 miles on the odometer. item A with four attributes/price elements.Oracle Sourcing Help For example.1. If there are duplicate attribute/price elements between the template and the spreadsheet. Page 75/209 ." and "SKU number.3." Metal industry negotiation items can include "grade of metal" as an attribute. For example. Attribute Scoring. 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.

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

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

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. 4. Grade). *Indicates a required field: o *Attribute (up to 240 characters) Name your line attribute (for example: Mileage.1. See What are line attributes? for information about defining line attributes. See "What information must I provide to describe my negotiation header"? After you have defined the negotiation header. Make sure you select Multi-Attribute Scoring from the Ranking menu. 3. and you do not wish to use the default. click "Lines" in the navigation bar in the top left hand corner. o Group Select one of the predefined attribute groups. 5. 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.3. To enter a line attribute. However you may want to consider supplier responses to other line attributes in addition to price being offered when determining the best response. Select a ranking method if the Sourcing Super User has set the system up to allow you to change ranking methods. Select Online from the menu and click Go.Oracle Sourcing Help Price $300 Total Score: (100 * 50) + (50 * 30) + (100 * 20)/100 = 85 Price to Total Score Ratio = 300 / 85 = 3. On the Create: Lines page. o Attribute Type Page 81/209 . enter your line attribute information. 2.53 2. See Can I base my award decision on attributes other than just price? for an explanation of how weights and scores are used to determine the best response. PPM Defect Rate. You can accomplish the by specifying weighting and scoring values for your line attributes. To use weighting and scoring when defining a negotiation: 1. The system can then include the suppliers' responses to your line attributes when calculating the best response. navigate to the Attributes table and click Add Another Row. Groups are used for categorizing attributes. When the page refreshes.

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

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

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

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

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

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

For example. otherwise select optional. price. and effective dates (available for non-cumulative price breaks only). and click Analyze Price Breaks. you can offer a particular target price. Analyzing Price Breaks Once you have defined your price break expectations. Also select either Cumulate or Non-Cumulative. you can have the system evaluate the supplier responses based on scenario information you enter. Search for the negotiation you're interested in. Select the negotiation line. If you select Non-Cumulative. and 2) the details that a participant should provide when responding to that item. 4.Oracle Sourcing Help 3. You can set breaks by unit quantity. 3. you will not be able to enter price breaks.4 Additional Creation Topics 2. 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. 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. If you select None.1 What are some negotiations strategies I can use? When creating a negotiation. For example. 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. Select Required to force to supplier to respond to the price breaks you define. To analyze price break information: 1. You can define as many price breaks as are needed to fully define your pricing structure. Once you have defined all your price breaks. 5. On the table of negotiations. 2. On the Analyze Line: Analyze Price Breaks page.1. 5.1. click Apply. you could define multiple price breaks based only on order quantity. and your supplier(s) have responded with quotes. For each price break criterion. you could enter different order quantities and see which supplier response is the best for a certain quantity. 4. Item attributes define 1) unique specifications that you set for an item. Click Add Another Row to define additional price breaks. On the negotiations summary page. 2. Define your price breaks. Page 88/209 . click Analyze by Line from the Actions menus and click Go. you will not be able to negotiate on effective dates. Ship-To address/organization.4.

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

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

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

or any other users in your organization. Using spreadsheets Page 92/209 . Using Reusable Attribute Lists Attribute lists can streamline the document creation process while providing standardization for negotiation items. If you are assigned the Manage Invitation List job function. you can modify the description and inactive date. An attribute list is a grouping of attributes that are commonly used together to describe a good or service. The public document templates will be available for every Sourcing buyer at your company.3 Are there any shortcuts available when creating a sourcing document? There are many ways you can streamline the creation of sourcing documents: Copying an existing document You can copy documents that you. The public lists will be available for Sourcing buyers at your company. in addition to your private ones. On the Edit Event page. Invitation lists can be shared across the company. terms and conditions. If you are assigned the Manage Attribute List job function. have previously created. 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 Sourcing Document Templates job function. This can help you standardize your business practice as well as speed up the negotiation creation process.Oracle Sourcing Help 5. The details of the document such as the controls. you can also create and manage public templates in addition to your private ones. you can create and manage public Reusable Attribute Lists. When you create a document using a template. You can also move an inactive date backward although not prior to the current date/time. you may want to create a template that you can use each time you create a sourcing document. Using Reusable Invitation Lists You can create Reusable Invitation Lists containing names of suppliers who you frequently invite to your negotiations. you simply open the template and add to or edit details of the template as necessary. This allows you to standardize business practices and save time. 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.4. item information.1. you can create attribute lists for use by all Sourcing buyers at your company. 2.

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

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

For private negotiations: You must be the negotiation owner or a collaboration team member working on the negotiation to access the draft. 5. are classified as deliverables.Oracle Sourcing Help Anyone with the Edit Draft Sourcing Documents function can access and edit draft negotiations AutoCreated from Oracle Purchasing. click Add Deliverable. click Contract Terms in navigation bar in the top left of the page. To add a new deliverable. This is a useful authorization for an administrator to have in case a draft needs to be edited.5 How do I create a deliverable and use it in a negotiation document? Businesses enter into contractual agreements with their trading partners and. 2. If you are a collaboration member with view-only access. Search for and apply a contracts template. Note: The Sourcing Super User. Additionally. On the Create Header page. on vacation. If you have this function and access the Manage Draft Negotiations page. under the terms and conditions of the contract. 2.1. If you have both the Manage Draft Sourcing Documents and the Unlock Draft Sourcing Documents. you can edit any drafts that are not locked. is authorized to manage and unlock drafts. The commitments on the contracts. you can perform whatever tasks are allowed by your function security. See the Oracle Procurement Contracts online help for instructions on defining deliverables. Anyone with the Manage Draft Sourcing Documents function can access and edit drafts created by others at the same company. you can create a deliverable and assign it to a negotiation. To create a deliverable for a particular negotiation: 1. as part of the contractual agreement. If Oracle Procurement Contracts is implemented.4. On the Create Deliverable page define your new deliverable. you can unlock and edit other's drafts from the Manage Draft Negotiations page. 3. will have commitments to fulfill. they might define other internal tasks that contribute to the overall execution of the contract. You can update a deliverable if needed or delete it altogether 4. Page 95/209 . but the buyer has locked it and is subsequently unavailable. Click the Deliverables subtab and check that any deliverable already defined to this template is applicable for your negotiation. anyone with the Unlock Draft Sourcing Documents function can break a lock on a draft but not access it for editing or submission. In addition to the contractual commitments that businesses need to fulfill. for example. you can view the draft but not edit it. besides products and services bought or sold. by default. If you are a collaboration member not restricted to view-only access.

Search for the negotiation you want to copy. 4. Once you have found the negotiation you are interested in.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. click Review. You can use contract terms to specify legal and other requirements for your negotiation.1.1. you can click Apply and Create Another. On the Create Negotiation page. 5. click the Copy icon at the right of the page.4. You need the Contracts Terms Library Administrator responsibility to create and maintain clauses and contract templates in the Contract Terms Library. 2. Edit your new negotiation by continuing through the creation steps. 3. Clicking Copy places you on a new Create Header page with the existing information inserted. To apply contract terms to your sourcing document: 1. then click Submit for Approval if approvers are specified for this negotiation. When you have finished creating your new negotiation. click Contract Terms in the navigation bar at the top left side of the page. After you have finished defining your deliverable. click Apply. RFQ. You can copy an existing document to create a new document of the same type (RFI.7 What are contract terms and conditions. you can create contract terms and apply them to your negotiation. you can define your next deliverable. conditions. 2. Verify your negotiation information. This includes any contract clauses or deliverables (terms. You can click the negotiation number to see details about the negotiation. Click "Copy" under the Create section of Quick Links on the Negotiations Home page. You need the Manage Contract Terms responsibility to create and maintain contract terms on negotiation documents. If there are multiple deliverables to define. and deliverables are available if Oracle Procurement Contracts is implemented). or auction). To copy an existing negotiation: 1. Using contract terms is an easy way to create and maintain standardized contract text which can be customized as needed. 2. Once the page refreshes. otherwise click Publish to open it for responding. Page 96/209 .Oracle Sourcing Help 6. Note that you will have to specify new Open Date and Close Date values 6. Note that most of the information you defined previously is carried forward into the copy. and how do I use them in my negotiation? If Oracle Procurement Contracts is installed and licensed.

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

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

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

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

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

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

or click Load from Spreadsheet to upload a previously completed spreadsheet file containing all the line information 2. 8.Oracle Sourcing Help 2. Also. From the Add Line menu on the Create Lines page. Create attributes as needed to solicit additional information for this line.2. temporary administrators. 2. vacation). To define a temporary labor. General services fixed-price lines use a negotiation outcome of standard purchase order. 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. rate-based line type. maintenance services. On the Lines: Create Line page. click Select Price Break Settings and ensure it is not set to None. The Description. 5.2 What kind of services can I negotiate for? If Oracle Services Procurement is installed and licensed. ensure that you choose Blanket Purchase Agreement as the negotiation outcome for temporary labor line types. The charge for this type of service is based on a flat amount for the service provided. Fixed-price temporary labor such as contractors. Page 103/209 . make sure you select the Global Agreement checkbox. Search and select a job from the Job menu. Enter values in your price fields if necessary. make sure you select a temporary labor. Select the price type (for example. 6. For temporary labor line types. You can include services-related lines with regular amount-based and goods-based lines. is a response to the price differential required) 7. and click Go. Unit of Measure and Category will default according to the Job you select. you can create documents that negotiate for many different types of services.2. There is a fixed amount limit attached to the service. Specify how price differentials are to be used within the negotiation (for example. or consulting services. If you need to specify price breaks. The charge for this type of service is based on hourly rates per person. and specify the differential associated with this price type. Job Details. . rate-based line: 1.3 How do I define services related lines? Services related line types allow you to negotiate on labor contracts. 4. Fixed-price services such as corporate accounting services. select Online to continuing entering your line description online. if appropriate. 3. Enter your price breaks including Price Differentials. 9.

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

You can also monitor the progress of your open negotiations. When you have completed your contract terms. 2. 6. Review and Submit). search for the negotiation you wish to access. See the Oracle Procurement Contracts online help for instructions on modifying clauses . To search for your negotiations in progress: At any one time. Unlock. or clicking Review to inspect the negotiation prior to publishing it. From the Results display. You can edit the clauses applied by the template as needed. Select Validate from the Actions menu to verify the validity of the contract terms you are defining. You can add. Click the "Manage" link under Draft in the Quick Links section of the Negotiations Home page.Oracle Sourcing Help 3. You can also use drafts to allow a team of collaborators to all work on the same negotiation. you may have several ongoing negotiations. If you receive any error messages.3 2. Click Apply Template. 5. To create a new negotiation: Click the appropriate link under the Create section of Quick Links. Follow the instructions in How do I create a new negotiation? to create a new negotiation. 4. 2.1 Monitoring Negotiations How do I access negotiations? The Negotiations Home page is the central point of access for all your negotiations. 3. To access a draft negotiation: You can use draft negotiations to spread out the creation process over several sessions. From here. delete or modify text.3. To access a draft negotiation: 1. you can create and submit new negotiations and continue working on any draft negotiations you have in progress. On the Manage Draft Negotiations page. 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. select a negotiation and click the appropriate button (Edit. continue by either clicking Suppliers to define a supplier invitation list. you must correct them and validate again. Page 105/209 . This takes you to the negotiation summary page for that negotiation.

Page 106/209 . On the negotiation summary page. 5. enter the name or contact of the surrogate supplier in the Supplier field and click Go.Oracle Sourcing Help Note that the Your Negotiations at a Glance section shows a limited number of entries based on time remaining. On the Create Bid/Create Quote page. Click the Responses number to access the Details page for the negotiation.2 How do I monitor the negotiations I have created? Access the negotiation you wish to monitor. click Full List. To see the complete list of negotiations you created. You also search for all open negotiations to which you have access.3. 2. you can either Select View Response History from the Actions menu and click Go. Continue from the Terms and Conditions page with regular a response if terms and conditions are required. It is when the buyer receives the offline copy of the response or when the supplier mails/faxes the response. Negotiations in which you are participating appear under Your Negotiations at a Glance. access the negotiation in which you wish to bid by clicking its number. 4. Clicking the number of your negotiation takes you to the negotiation summary page. 2. On the Create Surrogate Bid/Quote: Select Supplier and Contact page. click Full List. Select a contact for the supplier and click Create Surrogate Bid/Quote. From the Negotiations Home page. Once the buyer has received all the bid/quote information. enter the Bid/Quote Received Time. 2. and click Go. a surrogate bid can be entered into the negotiation. Sign on to Oracle Sourcing with Sourcing Super User responsibility. From the negotiations summary page. select Create Surrogate Quote/Bid from the Actions menu. If you do not see your negotiation. 7. You can also use the Graphical Monitor to view and compare responses to your negotiation. 6. Oracle Sourcing buyers can place surrogate bids on behalf of such suppliers. 3. and then click View Response History to see information on responses to this negotiation. Click the negotiation number to access the negotiation summary page where you can see information on the negotiation.3. To place a surrogate bid on behalf of a supplier: 1.3 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 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. perform a simple or advanced search to locate the negotiation whose responses you want to compare. 4. From the Search Results display. o To view the information about the negotiation such as item information. Page 107/209 . click the number link in the Responses column. o o o Note: The graphical monitor is not available for sealed style negotiations until they are unlocked.Oracle Sourcing Help 2. You can easily compare the negotiation attribute values for these competing responses. identify the negotiation you wish to view. then click View Monitor. click Full List. select the negotiation and click the Graphic Monitor icon.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.3. On the Analyze Line page. From the Negotiations Home page. 2. select the responses you wish to compare and click Compare. To compare negotiation attribute values for competing responses: 1. click the negotiation number link. 3. To view messages sent to you from suppliers (if any) click the number link under the Unread Messages column. To perform a side-by-side analysis on all responses to the line. 5. Note that the table displays only a limited number of entries. you may receive responses from multiple suppliers. Select a negotiation item. All participants can view the graphical monitor in open style negotiations. Select the line(s) whose responses you wish to inspect and choose the type of monitor you wish to view . response controls or invitation list. To view information on responses. select the line and click Analyze.Price/Score by Time or Price by Score. 2. To view the graphical monitor of a negotiation. To use Your Negotiations at a Glance: Under the Your Negotiations at a Glance area of the Negotiations Home page. To view a complete list of your negotiations.3. click the graph icon to the right of the negotiation.

3. This is useful if you have received a large number of responses and want to compare them offline. To download responses: 1. If you did not use price elements in your negotiation. The Price Analysis chart compares the calculated line prices offered by the responses. The Analyze Line: Compare Quotes/Compare Bids page displays a sideby-side comparison of the response details for all responses you chose to compare. If there are any attachments. the chart will show the total price calculated by combining all the responses to the price elements. You can use an Excel spreadsheet file or a text spreadsheet file. select the type of spreadsheet you wish to down load. click the negotiation number for the negotiation to access the Negotiation Summary page. These charts compare different aspects of the responses. Save the file. select Export Quotes/Bids from the Action menu.3. On the Negotiation Summary page. Open the file and complete it according to the directions in the Instruction file. Each response is identified by its response number. you should also download the Instructions file. 2. you can view them by clicking the icon in the Notes/Attachment row. The Attribute Group Scores chart compares competing responses in terms of attribute group totals. On the Export Quotes/Bids to Spreadsheet page.Oracle Sourcing Help 6. 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. Note that there may be two other charts available on the page depending on how you defined your negotiation attributes. 5. From the Your Negotiations at a Glance section.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. You can display these charts by clicking the triangular icon labeled Show Chart. 2. You can download bids whether the negotiation is open or closed. If you defined price elements to be included in your price calculation. Page 108/209 . 4. You can pause your cursor over each section of the bar to see the exact response value to that segment. Save the file to a convenient location.

You can use AutoAward to have the system pick the best award. o You can select any one entry in the table and click Graph Price or Analyze. including that response's rank. However. click Analyze by Bid/Analyze by Quote from the Actions menu. side-by-side display of all the responses. 2. it will use the the price being offered by the supplier for the most basic way method of ranking responses. standard award. If you select a line and click Graph Price. 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. the resulting Monitor page shows your responses in a graph : If you select a line and click Analyze. After you have completed your award decisions.3. the resulting Analyze Line: page displays additional information about the responses to that line. 3. The Analyze by Bid/Analyze by Quote page shows the response details from the different suppliers. upload your awards into the system. 2. From the negotiation summary page for this negotiation. you can also use a spreadsheet to perform your analysis offline. o To use the AutoAward recommendation AutoAward is a feature you can use when you need a quick. The Compare Header Attributes page presents a side-by-side comparison of the attributes. or where the response does not include responses to all negotiation lines. AutoAward can also use calculations available from Multi-Weighted Page 109/209 . To analyze by response: 1. 2. For example. You can analyze by line or by response (you obtain different information depending on which type of analysis you perform). as well as additional information about each line including any backing requisition information. And if there are may lines or lines with complex attributes. To analyze by line: 1.7 How do I analyze the responses I have received? There are several ways of analyzing the responses you have received for your negotiation. AutoAward uses the ranking capabilities and methods available in Oracle Sourcing to obtain its best award recommendation. You can see the number of active bids against each line and the best quote/bid determined by the system for that line. select Analyze by Line from the Actions menu and click Go. You can inspect the header attribute values (if any) by selecting multiple supplier responses and clicking Compare Header Attributes.Oracle Sourcing Help 6. You can click Compare to obtain a more complete. On the negotiations summary page. 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.

You then set up two quantity-based price breaks. 5. select: which type of files to download. you may expect to receive a discount from your supplier if you buy a large quantity of units.3. Or you may be willing to pay more per unit if your supplier can ship the order to a special location. you can download a spreadsheet with which to make award decisions. For each (non-amount-based) line in your negotiation. The AutoAward Recommendation page displays the response(s) that AutoAward has decided best fit the negotiation requirements. and you may specify several quantity levels and the prices you are willing to pay at each. 2. The first offers a price of 19$ per unit if buying more than 100. 3.8 What are price breaks. select View AutoAward. You can then enter different assumptions into the system and have it calculate which response is the best. On the Analyze by Spreadsheet page. Your suppliers respond to your negotiation specifying their responses to your price breaks. 1. 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. You specify 20$ as your start or base price. On he negotiations summary page. you receive the responses shown in the table below. 4. Example: Assume you are purchasing PC keyboards. As long as you have not closed the negotiation. You can use AutoAward to quickly generate a benchmark against which other ranking methods and scenarios can be compared. From the negotiation summary page for this negotiation. For these price breaks. Click Export. Download and save the file. Open the file up and use the instructions in the readme file (the . For example. Once the negotiation is closed. Your level 1 price break Your offered price $20 Supplier Response $19 1's Supplier Response $19 Page 110/209 2's . The second offers a price of $18 a unit if purchasing over 500.Oracle Sourcing Help Scoring negotiations to determine the best overall total cost. 2. you can use the spreadsheet download feature to export the response information for analysis offline. you can define as many price breaks as are appropriate. or by a certain deadline. To download responses via spreadsheet for analysis: You can use the spreadsheet download feature to perform many tasks offline.htm file) to process the spreadsheet.

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

click Analyze by Line from the Actions menus and click Go. 2. click Apply. you can enter different values in the fields under Enter Assumptions and have the system calculate the best response based on the values you enter. and effective dates (available for non-cumulative price breaks only). On the table of negotiations. 2. and "Your Active and Draft Responses" for Sourcing Suppliers). 4.3. On the Analyze Line: Analyze Price Breaks page. you could enter different order quantities and see which supplier response is the best for a certain quantity.Oracle Sourcing Help 4. Once a negotiation has been published. For example. you can offer a particular target price.9 How do buyers and suppliers communicate while a negotiation is in progress? There may be times when buyers and suppliers need to contact each other directly for additional information or clarification. you can participate in a online discussion by clicking the number link under Unread Messages (under "Your Negotiations at a Glance" for Sourcing Buyers. price. Once you have defined all your price breaks. participants can communicate with each other by entering into an ongoing conversation called an online discussion. You can enter values for all price breaks you defined and the system will calculate which of the responses is best for the values you entered. For example. Define your price breaks. you can have the system evaluate the supplier responses based on scenario information you enter. and click Analyze Price Breaks. Clicking the Unread Messages number link takes you to the Online Page 112/209 . Click Add Another Row to define additional price breaks. You can define as many price breaks as are needed to fully define your pricing structure. Using an online discussion Once a negotiation is published. For each price break criterion. To analyze price break information: 1. and your supplier(s) have responded with quotes. Select the negotiation line. Ship-To address/organization. Search for the negotiation you're interested in. 5. On the negotiations summary page. 3. 5. you could define multiple price breaks based only on order quantity. Analyzing Price Breaks Once you have defined your price break expectations. click the response number link. You can set breaks by unit quantity.

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

when creating this negotiation. if your negotiation includes a January 15 close date and a January 20 award date. You cannot manually extend your negotiation after it has closed. select the Extend RFQ/Extend Auction option from the Actions menu and click Go. To manually extend your negotiation: 1. 2. However. Select Add Invitees from the Actions menu and click Go. Click Apply. Under the Your Negotiations at a Glance section of the Negotiations Home page. and your award date remains January 20. your new close date is January 22. Click Apply. if you extend that auction for only 3 days. and your new award date is January 27. Enter a new close date and time. If you don't see the negotiation. Under the Your Negotiations at a Glance section on the Negotiations Home page. Page 114/209 . To add suppliers to a negotiation: 1. click the negotiation number link for the negotiation to which you wish to add additional suppliers. If your negotiation is not displayed. On the Invite Additional Suppliers page. specify a new close date and time. 3. 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.3.3. your new close date is January 18. follow the instructions to add new suppliers. 2. and you extend that auction for 7 days. Additionally. If. you cannot extend an auction after its first AutoExtension has been triggered. need-by date. On the negotiation summary page. On the Extend RFQ/Extend Auction page. 2. You can also enable AutoExtend or modify your AutoExtend settings if you wish. A notification will be sent to all participants. click the negotiation number for the negotiation you wish to extend. 5. 6. click Full List. For example. 4.11 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. and/or long-term agreement dates. 3.Oracle Sourcing Help 2. click Full List.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.

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

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

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

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

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

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

Government organizations in particular present solicitation packages according to a unified format. enter any line changes. 6. The printed version of the negotiation is appropriate for public display since it excludes all internal data such as internal attributes. 5. On the Create Amendment: Lines page. Responders should be able to complete negotiation documents and return the results by FAX. 4. additions. On the Create Amendment Header page. If you have approvers identified on the Collaboration Team on the Create Header page. Notice that the negotiation number has now been given a suffix. use the active negotiation's negotiation summary page. On the negotiations summary page.Oracle Sourcing Help To create an amendment to a sourcing document: 1. Buyers need the capability to download and print a negotiation for offline review. 3. This suffix is incremented every time you create a new amendment for this document. Approvers will receive notification that they need to approve the amendment. 12345.18 How do I print information on my negotiation? Much business communication today is carried and managed offline. The printed version also does not include any price elements Page 121/209 .. You can review the new changes compared to the current active negotiation by clicking Review. you must enter a new Description for the amendment and make any other header level attribute changes you need.1. You go to the Create Header page. you can submit the amendment for approval by clicking Submit for Approval on the review page. You cannot add or delete suppliers on the Create Amendment Suppliers page during an amendment. select Create Amendment from the Actions menu. current prices. or names of invited suppliers. Change the negotiation rules on the Create Amendment: Controls page if necessary. deletions. Once you click Publish. for example. these can be changed on the Create Amendment: Contract Terms page. You can save the amendment as a draft at anytime during the creation process if you click Save Draft. All suppliers will be required to acknowledge the amendment and resubmit their responses to be eligible for award.3. Once approved (or if approval is not required). and there are clauses and deliverables defined to this negotiation. 2. 2. Draft amendments are available on the Negotiations Home page if you click Drafts in the Manage Quick Links section. mail or email. the Submit button changes to Publish. To invite new suppliers. or updates to line information if necessary. 7. no new responses can be received on the previous negotiation. 8. If Oracle Procurement Contracts is implemented.

click Full List. 2. or save it to a location on your machine and review the document there To print contract terms only: 1.3. open and inspect the print directly. Page 122/209 .Oracle Sourcing Help defined to the negotiation. open and inspect the print directly. On the negotiation summary page. When the prompt box appears. or save it to a location on your machine and review the document there. search for the negotiation you wish to print by clicking the Negotiation Number link. You can view the approval history at any point. 3. These negotiations are listed under the Your Negotiations at a Glance section. Access the negotiation by clicking its negotiation link. search for the negotiation for which you wish to print the contract terms by clicking the negotiation number link. select Print Document from the Actions menu. When the prompt box appears. On the Negotiations Homepage. select Print Document from the Actions menu 3. If you cannot see all your negotiations. When the prompt box appears. Once you have submitted your negotiation's award decision. If Oracle Procurement Contracts is implemented and the sourcing document has contract terms attached to it. 2. To print a negotiation (for buyers): 1.19 How do I view the approval history for my negotiation? If you selected the "Require award approval" negotiation control. 4. the clauses and deliverables are printed as well. On the Negotiations Homepage. Click Preview Contract Terms. On the Negotiations Home page. On the negotiation summary page. your award decision must be approved before you can begin to create a purchasing document. 2. you can view the approval status of your negotiation. open and inspect the print directly or save it to a location and review the document locally. 3. Click the Contract Terms link in the navigation bar. 2. To print a negotiation (for suppliers): 1. but there will only be data displayed after the recommendation has been submittted. search for the negotiation you wish to print.

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

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 View Quote/Bid History from the Actions menu and click Go.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. respondents in the RFQ or auction cannot see other quotes/bids until the buyer also unseals the RFQ/auction (although the identity of other suppliers is revealed to the suppliers in an auction). Close the negotiation if it is still open.4. There is an entry for each supplier who has placed a quote/bid in the negotiation. click the negotiation number link of the negotiation you wish to see. You can divide an individual line among multiple suppliers. an RFQ/auction cannot be awarded until it is unlocked. click the number link in the Quote/Bid column. 3. 3. On the Confirmation page. The resulting page shows details about the response. In addition.3 What are the different methods I can use when performing awards? Once you have closed your negotiation and analyzed the responses you received. 4. The Quote/Bid History page displays the responses the negotiation has received. From the Your Negotiations at a Glance section of the Negotiations Home page. On the negotiation summary page.4.1 How do I view the responses I have received? 1.4 Awarding Negotiations 2." 4. 2. 2. other users from your company who have the appropriate function security can also unlock and unseal your RFQ/auction. click "Return to Negotiation Summary. To see details about a particular response. In addition. On the negotiations summary page. You can accept and use the decisions generated by the AutoAward feature. To unlock and unseal an RFQ/auction: 1. Page 124/209 . An RFQ/auction can only be unlocked and unsealed after it is closed. Note: You will always be able to unlock and unseal an RFQ/auction you have created.Oracle Sourcing Help 2. you can make your award decisions. Select Unseal from the Actions menu and click Go. Additionally. 2. 2.4. select Unlock from the Actions menu and click Go. You can award an individual line to a single supplier.

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

Oracle Sourcing Help Page 126/209 .

Any lines to which the supplier did not respond are not awarded. Once you have selected the action. you see the response information for the supplier(s) you selected in the previous step. if the negotiation controls allow it. If you selected multiple suppliers. To award the entire negotiation to one supplier. 3. you see the information on the negotiation and any responses it has received 3. you see all the suppliers who responded to your negotiation. On the Award Quote/Award Bid page. Once the negotiation is closed. their responses are displayed side by side for easy comparison. This provides flexibility and allows you to quickly enter award decisions. Or select Award by Spreadsheet to download the responses to a spreadsheet file and enter your award decisions there. Note: The auction or RFQ must be closed for responses before you can award business. select the supplier(s) to whom you wish to award the negotiation lines and click Award Multiple Lines. 2. Select Award by Line to award each line to its own supplier. you can begin awarding business. Note also that you can change the shortlist status of a supplier on this page as well. you see the response information on 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. you can manually close the negotiation prior to its specified close date/time. 2. To award an entire negotiation to a supplier: 1.4. You can wait until the negotiation reaches its specified close date/time. select the supplier and click Award. 1. Note that you can select multiple suppliers on this page. or award each line its own supplier.4 How do I award business in an RFQ or auction? There are several ways you can award business for a negotiation. Click Save Award. award multiple lines to the same supplier.Oracle Sourcing Help 2. 2. 1. To award multiple lines to a supplier: 1. You can enter award decisions at the supplier level or the line level. On the Award by Quote/Award by Bid page. You can award the entire negotiation to a single supplier. All lines to which the supplier responded are awarded to that supplier. or. click Go. On the Award by Quote/Award by Bid page. From the Action menu. select Award by Quote/Award by Bid to award an entire negotiation or multiple lines of a negotiation to the same supplier. You also see entries for every Page 127/209 . Access the negotiation you wish to award. On the negotiations summary page. Click Award to identify the supplier to whom you are awarding the negotiation. On the Award Multiple Lines page.

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

weighting is implied in the maximum score for each attribute. Save the file to a convenient location. 3. select the type of spreadsheet you wish to down load. Once a response is received. You can download bids whether the negotiation is open or closed. upload your awards into the system. To download responses: 1. 5. On the Negotiation Summary page. Save the file. 4. you should also download the Instructions file. you can enter a subjective score for the header attributes.6 How do I manually score header attributes? Using header attributes. click the negotiation number for the negotiation to access the Negotiation Summary page. or you can enter scores and have the system use the score you entered along with the attribute's weight to calculate the score for that attribute. During this process. Using subjective scoring. 2. you can manually score the responses you receive for a negotiation. You can enter straight scores for an attribute. you can also specify whether the supplier can see the scoring criteria. You can also update the spreadsheet with your award decisions and then upload it to identify winning responses. On the Export Quotes/Bids to Spreadsheet page. 6.4. you enter a number (up to the defined maximum) for each attribute score. These attribute scores are then added up and the total is the total score for that response. Open the file and complete it according to the directions in the Instruction file. From the Your Negotiations at a Glance section.Oracle Sourcing Help of responses and want to compare them offline. select Export Quotes/Bids from the Action menu. To enter straight scores. 2. 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. The system will calculate a weighted score based on the score value you entered for each attribute. With this method. Page 129/209 . If you have never used spreadsheet files before. After you have completed your award decisions. you first define the header attributes including weights and maximum scores during the creation of the negotiation. You can use an Excel spreadsheet file or a text spreadsheet file.

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

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. 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. including: Awarded Quantity The number of units currently awarded this negotiation line. Total Agreement Amount (Blanket Purchase Agreement only) The Line View The Line Summary display shows line information. Page 134/209 . The Supplier View The Supplier View displays information on each supplier who participated in the negotiation.current value Saving Percent Savings versus current amount expressed as a percentage. Score Total score for header level attributes. The Supplier view displays award recommendations in terms of all the suppliers who participated in the negotiation. Among other details. Remaining Quantity Number of units left for awarding Current Value Current price * awarded quantity Award Amount Response price * awarded quantity Saving Amount Award amount . Award approvers can use the information in the Award Summary page when deciding whether or not to approve the award recommendations.

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

4. 3.12 How do I generate a purchase order document? Once you have saved your award decisions. See What is contract binding? for more information. On the Complete Award page.Oracle Sourcing Help 2.4. On the Confirmation page. 3. To generate a purchase order document: 1. Page 136/209 . you can use an Acceptance Level value of Document and Signature to perform contract binding. 6. On the award Confirmation page. 4. click the link to return to the negotiation summary page. On the Create Purchase Order page. click Create Purchase Order to access the Create Purchase Order page (note that you can also access this page by selecting Create Purchase Order from the Actions menu). To complete the award process: 1. you can obtain information on the supplier to whom you awarded business. The Confirmation page informs you that the award is complete. Click Submit. Select Complete Award from the Actions menu and click Go. Choose an Acceptance Level from the drop-down menu. specify the start and end effective dates. 5. you can choose whether or not to create a purchase order document. On the Review and Submit Complete Award page. You can see you award information by clicking the link under the Details column (or by clicking "Show All Details"). If you have an approval procedure set up in Oracle Purchasing. so you may wish not to notify suppliers until a later date when the purchase document is fully approved). 2. 5. 2. In you are creating a blanket purchasing agreement. click Submit if you wish to complete the award process. you return to the negotiation summary page to complete the award process and generate a purchase order document. 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. If Oracle Procurement Contracts is installed and licensed. click Initiate Approval to begin approval for this purchasing document.

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

These include those mentioned above as well as type. you enter search values for multiple search fields. title. All these negotiations can be viewed and accessed from the Your Negotiations at a Glance section of the Negotiations Home page. One may still be in its preview period. A common task is monitoring and administering all these different negotiations. click Advanced Search. To perform a search. To perform an advanced search. click Full List. The Your Negotiations at a Glance display shows all negotiations you created in order of time left before their close date/time. you select one of the criteria mentioned above from the drop down menu. specify a search value and click Go. When using the simple search method. 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. or supplier. Enter search values for as many search fields needed to qualify your search. on the Negotiations Home page. style. and click Go. For some fields you select menu options.1 Searching for your negotiations in which you are participating: At any point in time. security level. enter a value for the search criteria in the Search Negotiations fields at the top of the Negotiations Home page. Page 138/209 . item category. and a last closed and being awarded. you may have several negotiations that are in different states.Oracle Sourcing Help 2. Note that the display shows only a limited number of negotiations.5.1. To see the complete list of negotiations you created. You can use any combination of these search criteria to reduce the number of results you receive. event.1. There are several criteria you can use when performing a search to restrict the number of search results. To perform a simple search. From the Your Negotiations at a Glance display. item. 1. These include number. another open and being responded to. you can click the negotiation number link to go to the negotiation summary page to see details of the negotiation. For others you enter values. You can select one of two search methods: simple and advanced. 2. You can click the responses link to go to the History page where you can see the details of any responses.2 Searching for all negotiations to which you have access: In addition to the negotiations you own. supply a search value. and task number. status. When using the advanced search. select the type of search from the "Search Negotiations" menu.5. project number. creator.

Scroll through the Results: Negotiations display until you find the correct negotiation. and click Go. for example. o You can search the Approved Supplier List to identify suppliers who sell a particular item or commodity. When you are finished. Enter your search values. Scroll through the Results display until you see the target draft.Oracle Sourcing Help When entering values. 4. You can search both the Approved Supplier List and the Supplier Master at the same time. You can identify the suppliers you wish to notify by searching information in the Approved Supplier List.5.1. and proximity to open date (specified as the number of days outstanding). Click Edit to update the draft. 2. Click "Responses" to go to the negotiation History page where you can see information on current responses. approved or new). 2. negotiation title. Click the Manage quick link under Drafts on the Negotiations Home page. 2. Select the draft and continue processing. Click the Number link to go to the negotiation summary page where you can see information on the negotiation. you can use % as a wildcard. You can search the Supplier Master to identify suppliers who meet certain criteria. minority-owned or small business. If the draft is locked. 2. You will also search for suppliers to add them to reusable invitation lists and/or negotiation templates.5. click Unlock to access it. On the Manage Draft Negotiations page. To search for and manage a draft negotiation: 1. Click Review and Submit to publish the draft. You can also search the Approved Supplier list for suppliers of a particular status (for example. o o On the Search and Select: Suppliers page Page 139/209 . You can use % as a wild card value 3.1. 5. You can search on negotiation number. click Go. the Supplier Master. you can send invitation notifications to particular suppliers inviting them to participate in the negotiation. as well as information provided by the supplier company itself. select a search type from the menu.4 Searching for suppliers: When creating a negotiation.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. negotiation creator.

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

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

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

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

1. select Standard Purchase Order. with the category with the highest productive award appearing first. Amounts do not include lines where award quantity and award amount are unspecified. Any report displaying calculated amounts do not include any RFI amounts. Section 4. see "How do I run the reports?" Note: For the Auction Outcome report parameter. 4. The report is sorted by category. or All Outcomes. the report reflects only the system-hosted catalog item categories.1.1) report for the items listed. Note the following when generating and evaluating report information: When entering a category search parameter. Blanket Purchase Agreement. Any report displaying calculated amounts does not include any RFI amounts.1. Once you have generated a Savings by Category report.3. you can generate a Savings by Item (Section 7. You can view the supporting awarded bid by clicking the Auction number or Bid number. To run the Awarded Bids Detail report.2. savings is zero.Oracle Sourcing Help 4. Page 144/209 .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. If Current Price is not available. see.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.2.2. Savings is calculated by taking the difference between Current Price and Award Price and multiplying the difference by the Award Quantity.1. the report reflects only the system-hosted catalog item categories.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. To run the Savings by Category report.

2. After you have generated your report. 3.Oracle Sourcing Help 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. Amounts do not include lines where award quantity and award amount are unspecified. You are prompted to save the file.. savings is zero. 4. If Current Price is not available. Inc.) Save the file to the drive/location of your Page 145/209 . you may want to export the data to a spreadsheet application where you can analyze and format the numbers at your discretion. Copyright 2000 Three D Graphics. click Export to Spreadsheet at the bottom of the report page. Inc . Blanket Purchase Agreement. Any report displaying calculated amounts do not include any RFI amounts. Generate the intelligence report of your choice.1. There are two main steps in this process: To export report data to a spreadsheet: 1.3 How do I export data to a spreadsheet? You can conveniently view report data online.1. savings is zero. or All Outcomes. but at times.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. Perspective for Java licensed from Three D Graphics. You can view individual quote details by clicking the quote number. See "What are the Sourcing Intelligence reports I can generate?" 2. select Standard Purchase Order. Note the following when generating and evaluating report information: o o o o When entering a category search parameter. 4. Savings is calculated by taking the difference between Current Price and Award Price and multiplying the difference by the Award Quantity. see "How do I run the reports?" Note: For the Auction Outcome report parameter.. the report reflects only the system-hosted catalog item categories. To run the Awarded Quotes report. If Current Price is not available. click Save File.

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

click Show Chart (if available) for a graphical representation of the report.1 How do I run reports? 1. o 4. 3.1 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). o o Category (if available) Select the category of interest using the search icon next to the field. only transactions for that selected currency are displayed. You can sort the report by clicking on the any of the underlined column headings. To run the Awards by Supplier report. 4. (Not all reports have all of the following search criteria. Click Export to Spreadsheet to download the report. click the Reports tab. See "How do I export report data to a spreadsheet?" 4. In the spreadsheet. It also gives a breakdown by negotiation type of the total amount of money transacted. see "How do I run the reports?" Page 147/209 .1. The Sourcing Reports page displays information on the reports in the system. you can export the report data to a spreadsheet. Click the link for the report you want to run. For each supplier. if desired. Enter any search criteria into the appropriate fields. 5. including the selected currency and the currency code. Currency Select the currency of interest. transactions for all currencies. Suppliers (if available) Select the suppliers of interest using the search icon next to the field. On the Negotiations Home page.2 Intelligence Reports 4. However.3. and click Go.2. the report shows the total amount generated by each sourcing transaction type (bid or quote). 2.) An asterisk (*) indicates a required field: o *From and Through Date Enter a date range for extracting and summarizing transactions. If left blank.Oracle Sourcing Help To view transactions in all currencies: When you view transactions for a selected currency in a report. as well as the total amount awarded to this supplier. the report defaults to your functional currency. are displayed. if you want to view all transactions completed in all currencies. Once the report displays.

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

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

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

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

2. price elements.6 “How do I submit a response online”). The Notes and Attachments section displays any text messages from the buyer and any attached files.4 How do I view the details of a negotiation before placing a response? 1.4. or quote). you can view information on the item attributes by clicking the "View" link under the Details column. detailed item information.1 “How do I access negotiations”). Click the negotiation number to access the Negotiation Summary page. Alternatively.1. Under Open Invitations. (See section 5. or price breaks associated with it.1. The Negotiation Summary page displays all the current information for this negotiation.Oracle Sourcing Help Creating and managing sourcing events Updating profile information Viewing award decisions Updating profile information 5. Submit your response (bid. click the negotiation number to access the Negotiation Summary page for the negotiation in which you are interested. shipping and billing information. (See Section 5. 3. Page 152/209 . This includes such information as the time the negotiation. You can easily navigate to a particular section of the page (such as the item information section) by clicking the small down arrowhead icons or the links at the top right of the page.1. Monitor the action in the negotiation in which you are participating. To respond to a negotiation you must: 1. Attachments can be viewed by clicking the paperclip icon. Find a negotiation in which to participate (See Section 2.2.1 “How do I monitor negotiations to which I've responded”). pricing. 5. use the Search Negotiations fields to access the Active Negotiations page. the response controls.3 How do I respond to a negotiation? Suppliers can respond to public negotiations and private negotiations to which they have been invited. If the item has attributes. 2.

Line attributes appear under the Lines section of the Page 153/209 . From the Negotiations Home page. most negotiation lines in an RFI have attributes defined. RFIs to which you've been invited will appear under Open Invitations. If the buyer chose to include the Price and Quantity fields. select the RFI to which you wish to respond and click Respond. If the negotiation is closed. you are required to provide values for these fields. On the Create Response page. enter response values as you normally would when bidding or quoting online. To respond to an RFI: 1. 3. On the Terms and Conditions page.Oracle Sourcing Help If the negotiation is open. The purpose of RFQs and buyer's auctions is to negotiate line price and costs prior to generating a purchasing document. Once the appropriate group of suppliers has been identified. 4. RFIs may or may not be concerned with line price or costs. The purpose of an RFI is to gather information on goods and services a supplier company provides. 2.5 How do I respond to a Request for Information (RFI)? A Request for Information (RFI) sourcing document is different from other sourcing documents such as RFQ or buyer's auction. the Price and Quantity fields are display only and you cannot enter anything in them. you can only see the response history if you are the buyer. 5. From the Results: Active Negotiations. If the negotiation is sealed.1. RFIs typically run to several rounds as buyers continually refine the groups of suppliers who can most closely supply the products and services the buyer is looking for. Since the purpose of an RFI is to obtain product and service related information for a negotiation line. search for any open RFIs or RFIs to which you've been specifically invited. either accept or reject the negotiations conditions. the RFI can be converted to an RFQ or buyer's auction. no one can see the responses until the negotiation is over and unsealed. and the buyer can initiate a regular price/cost negotiation with the targeted suppliers. 5. Buyers use responses to an RFI to qualify suppliers early in the procurement process. You can find open RFIs by entering search values in the Search Open Negotiations fields and clicking Go. you can review any current responses by clicking the number link under the Responses/Quotes/Bids column. Otherwise. These line attributes identify the questions the buyer has about a particular line.

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

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

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

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

click the negotiation number link under Your Company's Open Invitiations to view negotiations to which you have been invited. Click the Lines subtab to see details of the negotiation lines. 5. 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. Page 158/209 .7 How do I view the attachments associated with the negotiation to which I am responding? In addition to the typical negotiation information. By default. 3. On the Line: page. Click the negotiation number link to display the negotiation summary page. providing a search value and clicking Go. From this page you can continue placing a response. 5. The first attachment is the requisition header attachment. search for an open negotiation by selecting a search criteria. Alternately. The negotiation summary page displays all the information on the negotiation broken down into a tab-oriented form so you can easily view the information contained in the different sections of the negotiation.8 How do I use item attributes and price elements when responding to a negotiation? When creating a new negotiation. The buyer can use the note text box for short communications or use attachments for larger amounts of information. click Return to Negotiations to return to the negotiation summary page. 2. To view the notes and attachments: 1. there will be two attachments for each line. Notes and attachments can be assigned to the negotiation header or the negotiation lines. you see any notes and attachments assigned by the buyer to the line. The second attachment is the line attachment.1. click that line's number link. Price elements identify additional costs associated with an item which need to be negotiated in addition to the item price. From the Negotiations Home page. Once you have viewed all your attachments. To see the detail information for each line. 4.1. a buyer can add item attributes and/or price elements to any item(s) in the negotiation.Oracle Sourcing Help 5. on occasion the buyer may need to communicate or request additional information such as specialized requirements. you can view these specific item details (if allowed by the buyer) and enter additional values to target your response. the page displays the negotiation header information. When you respond to a negotiation that includes item attributes and/or price elements.

The AutoRefresh page updates the current best bid price and your bid status for each item in the auction. then click Go. Select the auction and click Respond. In an auction that includes more than one item.10 What is proxy bidding and how does it work? By activating proxy bidding. Locate an open auction in which you'd like to bid. Win for any item on which you have the current best bid price. 2.1. By providing item details and specifications in item attribute fields. 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.9 What is AutoRefresh? AutoRefresh enables you to continuously monitor the bidding in an auction before or after you submit a bid. If you want to display only those auction items that are included in a specific category.Oracle Sourcing Help Item attributes provide extra information about a negotiation item. Such costs can include discrete charges such as import duties or activities such consulting or training costs. you allow the system to automatically rebid on your behalf whenever a competing bid price beats your bid price.1. Your bid status is No Bid for any item on which you have not placed a bid. your responses to an item's attributes are scored and weighted to allow the buyer to make more informed decisions. click AutoRefresh On. 4. In Multi-Attribute Weighted Scoring negotiations. select the category from the View menu. you can adjust the AutoRefresh interval setting to change the length of time between page refreshes. 5. 3. They define 1) unique specifications that are set for a negotiation item. and Lose for any item on which you have been outbid. On the Create Bid page. You cannot proxy bid on any items that have price elements. you can set your responses apart from your competitors' responses and enable buyers to make better-informed award decisions. Page 159/209 . 5. To activate AutoRefresh: 1. 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. On the AutoRefresh page. 5. Using price elements allows you to target additional costs related to a particular negotiation item. you can proxy bid on some items and bid manually on others. and 2) the details that a negotiation participant should provide when entering a response for that item.

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

proxy bidding in suspended. The bidder specifies the amount of the price decrement (expressed as a percentage or a flat price reduction) and the minimum price to offer. all of your bids (losing and winning) in an auction are improved by the percentage you enter in the Power Bid field. Usually. you can monitor its progress by locating the negotiation number under Your Active and Draft Responses section of the Negotiations Home page. When the Rebid page appears.Oracle Sourcing Help 5. When you use power bid. The Cancel Proxy Bidding page shows all line items for which you have proxy bidding enabled. continue entering your new bid information (including new proxy specifications if desired). Once you have placed a bid using proxy bidding. click Cancel Proxy at the bottom of the page. Click Create Bid to create a new bid. and click Cancel All Proxies. To cancel proxy bidding. For example. this happens when the bidder needs to update bid information. At this point. However. 3. To view the details of your current bid. Select the items for which you wish to disable proxy bidding. On the Rebid page. Once enabled. click Create Bid. Power bidding cannot be used if any of the auction items contain price elements. the bidder may wish to halt the proxy bidding to update bid information. To continue placing a new bid. Cancelling proxy bidding In most cases. it can be allowed to run to conclusion. The Cancel Proxy Bidding page redisplays without the line item(s) for which you just disabled proxy bidding (you can choose to retain proxy bidding on some line items but not others) 4. once proxy bidding has been initiated. there may be certain instances in which the bidder needs to end proxy bidding early. 2.11 How do I turn off proxy bidding? Proxy bidding allows a bidder to have the system automatically rebid whenever a competing bid is received. 5. the system will continue to rebid at lower prices until the bidder's minimum bid price is reached.12 What is power bid? Power bid allows you to expedite your rebidding when you have bid on several items in the same auction. the bidder may wish to update the non-price related information to improve the price to total score ratio.1. In both these cases. click the Response number link.1. 1. Page 161/209 . Or in a multiattribute weighted negotiation. the promise date offered by the bidder may need to be updated due to unforeseen situations at the time the proxy was begun.

On the Create Bid page. enter the power bid percentage by which you want to decrease each of your bids in the auction. Your bid prices so not take effect until you click Submit Bid. Click Recalculate to preview your power bid prices. Access the open negotiation to which you wish to respond. If you want to return to your original bid prices. Enter numbers. 2. your bid status does not change yet. 5. Save the file. then click History to review responses. 3. You can download an Excel spreadsheet or a text spreadsheet. Page 162/209 . Open the spreadsheet file and complete according to the instructions in the Read Me file included in the zip. select the type of file(s) you wish to download. 7. 3. Navigate back to the Quote/Bid by Spreadsheet page. You can create the spreadsheet once and then make only the modifications necessary for a particular negotiation. Access the auction on which you want to rebid. When you are satisfied with your power bid prices. On the Quote/Bid by Spreadsheet page. After you have located a negotiation on which to bid. Because you are only previewing your power bids. Save the spreadsheet file to a convenient location. 5. even if your new bid price exceeds the current best bid for any auction item. You can then enter a new power bid percentage and click Go to revise your power bid.1. Bulk loading is also useful if you respond to similar negotiations that occur repeatedly. From the negotiation summary page. click the negotiation number and review the negotiation's details and lines.13 How do I download a spreadsheet and respond offline? Importing your responses using a spreadsheet is helpful if there are many lines in a large negotiation.Oracle Sourcing Help To use power bid: 1. select Create Quote/Bid from the Action menu and click Go. click Submit Bid and review the details of your bid. 4. for example. The recalculated price appears in the Price field. To download a spreadsheet and prepare your bid or quote offline: 1. click Clear Changes. 2. As you prepare to respond. 5. 6. 4.25. you may want to look at responses that have already been submitted (not viewable in blind or sealed auctions or in RFQs).

or the invitation lists.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. use your Back button. or the buyer may decide to change negotiation criteria such as terms and conditions. There are several reasons why this might happen. check your response information. On the Rebid/Requote page. After you have located the negotiation in which you wish to participate. The system will validate the response information you entered in your spreadsheet. Access the negotiation on which you wish to rebid. If you need to make changes. you can respond with your new Quote/Bid. Quote/Bid controls. Verify the details of your quote or bid. If the buyer has updated an item for the new round. Click Import. your prior response is carried over to the new round. Browse to the location where you saved your spreadsheet file.Oracle Sourcing Help 7. 2. 3. Click the response link to access the Details page. You respond to a second-round negotiation the same way as to the initial negotiation. click Create Quote/Bid. If the negotiation is an RFQ. The Multi-Round Modifications Summary page shows you negotiation information that has been updated since the previous round. Once you have displayed the new negotiation. On the Review Quote/Bid page. you can easily identify the updated information by clicking View New Round Summary.14 How do I rebid on an RFQ or auction? 1.1. If the item is unchanged from the previous round. If correct.1. After you have analyzed the updated negotiation information. notifications are sent to the original and any newly added participants. you can continue placing your re Page 163/209 . click Submit. The Bid Confirmation/Quote Confirmation page displays your bid number. enter your new bid information and click Continue. 5. the initial round might have been simply for information gathering purposes. 4. 9. you will need to respond to that item again. 5. 8. Click Submit. Once the buyer has published the updated RFQ/Auction. On the negotiation Details page.

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

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

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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Your Response Number The number you assigned your response. The Rejected Items page shows: Response Number The number assigned to your response by the system. participants can communicate with each other by entering into an ongoing conversation called an online discussion. Once a negotiation has been published.Oracle Sourcing Help 5. Response Price The price at which you offered to sell the item.6 What information is contained on the Rejected Items page? The Rejected Items page shows you all items to which you responded but were not awarded by the buyer. Negotiation Number The number assigned the negotiation by the system.7 How do buyers and suppliers communicate while a negotiation is in progress? There may be times when buyers and suppliers need to contact each other directly for additional information or clarification. Promise Date The date by which you promised to deliver the item. Page 170/209 .2.2. Response Quantity The number of item units you offered to sell the buyer. or Buyer's Auction Item Description Description of the negotiation item. Reason Any message provided by the buyer explaining why the item was not awarded. 5. The Rejected Items page allows you to drill down into detailed information about the negotiation and your response to it.| Type The type of negotiation: RFQ. if any.

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

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

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

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

Click the negotiation number link to view the original negotiation and its updates. 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. 2.2. If Oracle Procurement Contracts is implemented by the buying organization. Click Acknowledge. Review the information. You can toggle between the current version and its prior version using the buttons. and then click the checkbox acknowledging you have reviewed the amendment.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. Click the suffixed number links to see the different versions of the sourcing document. You are presented any additional amendments. The Amendment History page has entries for the original negotiation and any subsequently amended versions. Click "View Amendment History" to see the changes made to the original negotiation. Once you have acknowledged all the amendments. The amended versions are suffixed with an incrementing counter. The negotiation summary page shows the original version of the negotiation. which you must review and acknowledge. 8. 5. 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. there may be deliverables to which you must respond. 3. 5. On the Acknowledge Amendment page. 4. or click the Review Changes icon to see what information changed between a version and its prior version. The Review Changes page identifies the information that has changed.Oracle Sourcing Help To respond to a negotiation that was amended after your first response: 1. Page 175/209 . the next time you access the system the status of your initial response will have been changed to Resubmission Required in the Your Active and Draft Responses section of the Negotiations Home page. Contract terms are displayed in the Contract Terms section of the page. 9. Click Acknowledge Amendment. The currently active version has the highest number and is the first entry in the table. To be considered for an award decision. If you placed a response before the amendment was made. you must acknowledge that you have viewed the amendment and placed a new response 7. you can place a new response on the negotiation. you are presented the first amendment. 6.

Oracle Sourcing Help

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

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

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

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

5.3 Searching
5.3.1 How do I search for negotiations?

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

The buyer can choose to display the scoring criteria to the suppliers. In a Multi-Attribute Weighted Scoring negotiation. Win/Lose displays "Win" for the best ranked Quote/Bid and "Lose" for all others. "1." displays "1" for the best Quote/Bid and sequentially numbers the remaining bids in order of rank. the buyer can choose between two methods. you can choose from three different indicators. Price Only or Multi-Attribute Weighted Scoring. "None" displays no ranking indicator. R Rank Indicator The rank indicator specifies how response rankings are displayed. Reusable Price Element Lists Reusable Price Element Lists allow you to group several price elements which are related or are typically used together. Quote/Bid Start Price The price at which Quoting/Bidding for an item must begin. When creating a sourcing document. the buyer can select attributes other than price to be included in the best rank calculation. Once you have created a Page 190/209 . but if the buyer specifies one. the buyer must define the currencies in which responses are accepted. Response Currency If a buyer allows responses in currencies other than the negotiation currency. The bids and quotes are ranked with the lowest price to total score ratio receiving the best rank.. If allowed by the system administrator.Oracle Sourcing Help After you have submitted your proxy minimum bid amount.2.3. A Start Price is not required. all quotes/bids in an RFQ or auction must be equal to or below the Start Price.. Q Quote/Bid Ranking Quote/Bid Ranking method determines how bids and quotes are ranked. 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.

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

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

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

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

com/accessibility/. visit the Oracle Accessibility Program Web site at: http://www.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.Oracle Sourcing Help 6. These other Oracle Applications may require separate licenses. however. and must be fully installed to take advantage of their features. a Windows screen reader. services. JAWS may not always read a line of text that consists solely of a bracket or brace. 6.1 Accessibility of Code Examples in Documentation JAWS. with good usability. To that end. Page 195/209 .oracle. and supporting documentation accessible. Standards will continue to evolve over time.3. to the disabled community.3 Documentation Accessibility Our goal is to make Oracle products. may not always correctly read the code examples in this document. and contains markup to facilitate access by the disabled community. For additional information. 6.3.4 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. 6. Oracle neither evaluates nor makes any representations regarding the accessibility of these Web sites. our documentation includes features that make information available to users of assistive technology. 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. This documentation is available in HTML format.

as well as the total amount awarded to this supplier. the report shows the total amount generated by each sourcing transaction. Amounts do not include lines where award quantity and award amount are unspedified. You can sort the report by clicking on the any of the underlined column headings To run the Awards by Supplier report. Page 196/209 . Inc. Copyright 2000 Three D Graphics.Oracle Sourcing Help 7.1. 7. savings is zero. Appendix 7. Inc.1.1 What are the Awards by Supplier report? The Awards by Supplier report displays a summary of all awards made by the buyer to supplier(s). If Current Price is not available. Savings is calculated by taking the difference between Current Price and Award Price and multiplying it by the Award Quantity.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. For each supplier.3.1 «How do I run the reports?" Notes: Note the following when generating and evaluating report information o o o Any report displaying calculated amounts does not include any RFI amounts.type (bid or quote). see Section 4.

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

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

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

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

The possible values for your operating unit are defined in Oracle Inventory. Payment Terms The payment terms for your suppliers. The possible values for your operating unit are defined in Oracle Human Resources. nor does it apply to currency amounts such as Bid Total or the bid value of Fixed-Amount price elements. o Total Agreement Amount The amount the buyer agrees to spend with the supplier over the course of the agreement.Oracle Sourcing Help The number of decimal places allowed for per-unit prices entered in the RFx/Auction currency. While you can set the precision for unit-prices entered in a non-RFx/Auction currency when you define your currency list. FOB Page 201/209 . The precision you set doesn't apply to per-unit prices entered in a currency other than the RFx/Auction currency. *Ship-To Address Address to which the RFQ/Auction items will be shipped. 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. use can use the following fields for additional information: o o Global Agreement Effective Start/Effective End Use the pop-up calendar to identify the start and end dates of the agreement. The default address is set in Oracle Purchasing. Agreement Terms If you select blanket purchase agreement as the negotiation outcome. The ISO standards are used automatically by Sourcing. The possible values are defined in Oracle Payables. The default address is defined in Oracle Purchasing. the precision for amounts is automatically governed by the standards defined by the ISO (International Organization for Standardization). o Minimum Release Amount *Billing Address Address to which your RFQ/Auction bills should be sent. The default is set in Oracle Purchasing. Carrier The freight carrier your supplier should use. Click the flashlight icon to browse for other addresses. The default is set 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. Additionally.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. 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. 2. A new window opens showing the current responses on the item you selected. you see both for all bids. The current winning Quote/Bid is enclosed in a circle. click the "Add Items" link to proceed to the next step. Holding the cursor over a bid displays its current price. The draft document is available from the Negotiations Home page. if the bid does not belong to you. If the bid belongs to you. Click on the monitor icon. you see only the price.Oracle Sourcing Help The FOB terms for your supplier. To use the Graphical Monitor: 1. Click View Monitor. Any time you are on a page on which the graphical monitor icon appears and is enabled. you can use the monitor to graph the progress of the negotiation items and the responses they've received over time. Note to Bidders Add Attachment When you have finished entering your business terms and conditions. Freight Terms The freight terms for your supplier. as well as blind RFQs. Select the item whose performance you wish to see. or you can save the negotiation as a draft by clicking Save Draft. If you are the buyer. your bid is enclosed in a rectangle. if you are a respondent. you will see your name and price. all quotes/bids are displayed as dots. 3. The possible values and the default are defined in Oracle Purchasing. The possible values and the default are defined in Oracle Purchasing. Page 202/209 . 7.

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

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

Non-Standard Clauses Non-standard clauses exist only in business documents. After you apply the contract template to a business document. the text of a standard clause in the business document can be changed.9. You can create templates that include both clauses and deliverables. Standard Clauses A standard clause is a clause defined in the Library (See Appendix 7.2 “About the Contract Terms Library”).9. You can create and modify standard clauses in the Library. Unless protected. 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.1 About Clauses A standard clause is the legal or business language used to author a contract. all the clauses in the contract template automatically become standard clauses in the business document. Page 205/209 . 2. In order to make standard clauses available to be used in business documents. not in contract templates. Apply the contract template to a business document. the contract template can contain both approved and draft clauses.9 About Contract Templates Oracle Contracts enables you to define a standard set of templates to easily default terms and conditions for contracts authored by your organization. 7. 3. You can either approve clauses before adding them to the contract template. A non-standard clause is a clause that you create to add in directly into the business document. These templates can then be used to default clauses and deliverables on a contract. at which point the clause becomes a non-standard clause. you must perform the following steps: 1. Clauses are drafted based on both business and statutory requirements. or you can leave the clauses in draft form. or a standard clause that you edit and make non-standard.Oracle Sourcing Help 7. Add the clauses to a contract template. Approve the contract template. Prior to approval.

and variables. Clauses can be grouped into sections and stored as reusable contract templates to codify best practices. Organizations can manage clauses and templates centrally in a global organization. customer name.2 About Variables Oracle Contracts supports the use of business variables (tokens) in clause text. The Library gives the legal department and business organizations a powerful tool to create reusable clauses. 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. Another key feature of the Library is the ability to establish global standards and enforce these standards enterprise-wise.1 About the Contract Terms Library The Contract Terms Library is the central library of all pre-approved clauses. the Library supports the creation and maintenance of a library of folders. You can use the Contract Expert feature of Oracle Contracts to create rules that represent the business policies of the organization. During authoring. and Contract Expert rules that can be used to create contracts across the enterprise. contract templates. Local organizations can then use or duplicate these clauses and templates and customize them to meet their own specific local requirements. 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. these tokens will be substituted with values from the business document. sections. These capabilities provide the foundation for contract process standardization and control across the enterprise. and supplier name. These rules can be applied on a business document to bring in additional clauses based on the information in the business document. You can embed system variables in the clause text. In addition to standard clauses and contract templates. Note: The Contract Terms Library is generally referred to as the Library. which will be automatically substituted with values when the clause is used in a contract. Templates provide a framework for rapid assembly and creation of contracts. 7.Oracle Sourcing Help 7. System variables are also available to be used in defining Contract Expert rules.9. Page 206/209 .1.9.

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

you can check which deliverables are overdue. they might define other internal tasks that contribute to the overall execution of the business document. List of Values: If you want to provide more than 200 values for that Value Set in FND. all deliverables associated to that contract template are copied to the business document. 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. The commitments on the business documents. you can update the deliverables that have become part of the business document. Note: The term "overdue" applies to deliverables where the due date has passed. and if any responsible party failed to perform one or more deliverables. and the deliverable status is either Open or Rejected.3 About Deliverables Businesses enter into contractual agreements with their trading partners. When a contract template is applied to a business document. If a business document refers to a contract template. Note: If you want to see information about deliverables in the preview output of a business document. In addition. 7.9. For more information. Note: You can only define deliverables for contract templates with the Buy intent. besides products and services bought or sold are classified as deliverables. You can define deliverables as part of the contract template creation process. under the Terms and Conditions of the business document. see Deliverable Variables in Clauses . and as part of the contractual agreement will have commitments to fulfill. you must create one or more special "deliverables" clauses. you can update the status of the deliverables in the business documents. and you can create new deliverables specifically for the business document.Oracle Sourcing Help Value Sets for Variables When you define value sets in the FND value sets for variables and you set the Validation Type to Independent. 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. The following list shows the operations that you can perform only on deliverables in business documents: Page 208/209 . In addition to the contractual commitments that businesses need to fulfill.

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

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