ORACLE SOURCING On line Help Guide Release 11.5.

10 A collection of the on line help content

April 2006

Oracle Sourcing Help

Contents
1. Getting Started .......................................................................................................... 9 1.1 New to Sourcing? ............................................................................................... 9 1.1.1 What can I do with Oracle Sourcing? ...................................................... 9 1.1.2 What is required of me to participate? ................................................... 10 1.2 Getting Started with Oracle Sourcing............................................................ 12 1.2.1 Frequently Asked Questions: Oracle Sourcing ...................................... 12 1.2.1.1 What is Oracle Sourcing?....................................................................... 12 1.2.1.2 What are the differences between the available negotiation types?....... 15 1.2.1.3 What time saving functions are available to me when creating negotiations? .......................................................................................... 17 1.2.1.4 Who can utilize the spreadsheet functionality?...................................... 19 1.2.1.5 Are reusable invitation lists and reusable attribute lists shared across all three negotiation types?.......................................................... 19 1.2.1.6 What is attribute based negotiation and how can I use it? ..................... 19 1.2.1.7 I just saved a negotiation as a draft document. How do I continue working on it? ........................................................................................ 19 1.2.1.8 How do I stop others from editing a draft negotiation I am working on? .......................................................................................................... 19 1.2.1.9 What is the minimum information I need to enter before I can save a draft negotiation?................................................................................. 20 1.2.1.10 If I have saved a draft of a new Quoting/Bidding round, can I award business to quotes/bids from the previous round? ................................. 20 1.2.1.11 Why do some items in my negotiation have item numbers and others do not? ......................................................................................... 20 1.2.1.12 I know I can create RFQs and auctions in both Oracle Purchasing and Oracle Sourcing. What are the differences?.................................... 20 1.2.1.13 What happens if I cancel a negotiation having backing requisitions in Oracle Purchasing? ............................................................................ 21 1.2.1.14 What is Multi-Attribute Weighted Scoring and how does it work?....... 21 1.2.1.15 What does the Price to Total Score ratio mean? .................................... 22 1.2.1.16 What is the difference between Price-Only and Multi-Attribute Weighted Scoring RFQs/auctions? ........................................................ 22 1.2.1.17 Can I accept multiple currencies in my negotiation? ............................. 22 1.2.1.18 How do I invite non-registered supplier contacts to register with the system?................................................................................................... 22 1.2.1.19 How can I invite suppliers to participate in my negotiation?................. 24 1.2.1.20 What is the purpose of notifications? Who receives them and when?... 24 1.2.1.21 When does an invitee receive a reminder email notification? ............... 25 1.2.1.22 Do suppliers need to acknowledge their intent to participate before submitting responses? ............................................................................ 26 Page 2/209

Oracle Sourcing Help

1.2.1.23 Can I respond to a negotiation created by someone in my company? ... 26 1.2.1.24 What is the quickest way to respond to a negotiation that has many line items? .............................................................................................. 26 1.2.1.25 Can I invite additional suppliers to an RFQ or auction I've already created? .................................................................................................. 27 1.2.1.26 How many characters can be entered into the Item Description and the Note fields? ...................................................................................... 27 1.2.1.27 Can the system administrator require buyers to use a certain rank indicator?................................................................................................ 27 1.2.1.28 How can I check which purchase orders were created after completing my RFQ/auction? ................................................................ 27 1.2.2 Getting Started with RFQs ..................................................................... 28 1.2.3 Frequently Asked Questions: RFQs....................................................... 30 1.2.3.1 What are the Unlock Date and the Unseal Date?................................... 30 1.2.3.2 Can I submit multiple quotes per round? ............................................... 30 1.2.3.3 Can I cancel or retract my quote? .......................................................... 30 1.2.3.4 What are the Quote Currency and the RFQ Currency? ......................... 30 1.2.3.5 What is the most efficient way to create an RFQ with several line items? ..................................................................................................... 30 1.2.3.6 What is the most efficient way to quote on many line items in an RFQ? ...................................................................................................... 31 1.2.3.7 How can I view the quote values for all the price elements of an RFQ item? .............................................................................................. 31 1.2.3.8 What is the Promise Date, and why would I enter one? ........................ 31 1.2.3.9 Is an RFQ always blind or sealed and why? .......................................... 31 1.2.3.10 How can I invite a group of people from a supplier?............................. 31 1.2.3.11 Can I invite additional suppliers to subsequent rounds of an RFQ? ...... 31 1.2.3.12 In a sealed RFQ, can I see who is bidding? ........................................... 32 1.2.3.13 Why can't I see the graphical monitor in a sealed RFQ? ....................... 32 1.2.3.14 Can I close my RFQ earlier than the original close time? ..................... 32 1.2.3.15 How do I start another round of quoting in an RFQ? ............................ 32 1.2.3.16 Can I modify an initial RFQ for the next round? ................................... 33 1.2.4 Getting Started with Auctions................................................................ 33 1.2.5 Frequently Asked Questions: Auctions.................................................. 36 1.2.5.1 What are the different auction styles?.................................................... 36 1.2.5.2 What is the difference between Quote/Bid start price and target price? ...................................................................................................... 36 1.2.5.3 Why isn't there a target price for every item? ........................................ 36 1.2.5.4 What is the target price used for?........................................................... 36 1.2.5.5 Can someone in my company award an auction that I create? .............. 36 1.2.5.6 Can two people from the same company bid on the same auction? ...... 36 1.2.5.7 When two respondents from the same company place bids, can they view each other's bid details?................................................................. 37 1.2.5.8 If my RFQ/auction is open to all suppliers, why would I invite suppliers to participate?.......................................................................... 37 1.2.5.9 How do I initiate a new round of quoting or bidding?........................... 37 1.2.5.10 Why is the "Can bidders see other bidders notes and attachments?" bid control not available for blind auctions?.......................................... 40 1.2.5.11 Can a bidder retract a bid? ..................................................................... 41 Page 3/209

Oracle Sourcing Help

1.2.5.12 Why can't I always view scores and weights set up by the buyer? ........ 41 1.2.5.13 Why are display-only attributes not visible in the Bid Compare page? ...................................................................................................... 41 1.2.5.14 How can I extend an auction beyond the close date/time? .................... 41 1.2.5.15 How do two bids with the same score get ranked if the prices are the same?................................................................................................ 41 1.2.5.16 What is a Single Best Bid?..................................................................... 41 1.2.5.17 What is the difference between Proxy and Power Bidding?.................. 42 1.2.5.18 How does Proxy Bidding work in Multi-Attribute Weighted Scoring auctions? ................................................................................... 43 1.2.5.19 Can a bidder see the names of the other bidders? .................................. 43 2. Help for Sourcing Buyers ....................................................................................... 44 2.1 Creating Negotiations ...................................................................................... 44 2.1.1 Creating RFIs, RFQs, and Buyer's Auctions.......................................... 44 2.1.1.1 How do I create a new negotiation?....................................................... 44 2.1.1.2 How do I create a new Request for Information (RFI)? ........................ 44 2.1.1.3 How do I use Quick Links?.................................................................... 47 2.1.1.4 How does Oracle Sourcing use information in Oracle Purchasing when AutoCreating draft sourcing documents?..................................... 47 2.1.1.5 How do I edit a negotiation document Autocreated in Oracle Purchasing? ............................................................................................ 50 2.1.1.6 What information must I provide to create my negotiation header?...... 51 2.1.1.7 Can I accept responses in multiple currencies?...................................... 55 2.1.1.8 How do I restrict a supplier to a particular currency? ............................ 56 2.1.1.9 How do I add lines to a negotiation?...................................................... 57 2.1.1.10 How do I define services related lines?.................................................. 63 2.1.1.11 What are response controls?................................................................... 64 2.1.1.12 Can I ensure that an award recommendation gets approved before I generate its purchasing document? ........................................................ 68 2.1.1.13 How do I invite suppliers to participate in my negotiation? .................. 69 2.1.1.14 How do I create an amendment to a negotiation? .................................. 70 2.1.2 Templates, Spreadsheets and Lists......................................................... 71 2.1.2.1 How do I use negotiation templates? ..................................................... 71 2.1.2.2 What are line attributes and attribute lists, and how do I use them?...... 71 2.1.2.3 How do I create and edit negotiation templates? ................................... 72 2.1.2.4 How do I create and edit a reusable invitation list? ............................... 73 2.1.2.5 What happens to the item category when I create a negotiation by applying a template and using spreadsheet upload? .............................. 74 2.1.2.6 What happens to the attributes/price elements when I create a negotiation by applying a template and using spreadsheet upload? ...... 74 2.1.3 Item Attributes, Attribute Scoring, Price Elements, and Price Breaks..................................................................................................... 75 2.1.3.1 What are line attributes, and why would I add them to my negotiation lines? ................................................................................... 75 2.1.3.2 How do I add line attributes to my negotiation? .................................... 75 2.1.3.3 Can I base my award decision on line attributes other than just price? ..................................................................................................... 78 2.1.3.4 How do I define weighted attributes and scores for my negotiation lines? ...................................................................................................... 81 Page 4/209

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

...............2 What is the Savings by Category report?.................4.6 Searching for addresses:..........4...................1..4 How do I award business in an RFQ or auction?...4...... 133 2..... My Profile ................... 120 2....1........... or auction? ............. 137 2..........................................1............3 Searching for draft negotiations ................1.....3.............................................1 What is the Awards by Supplier report? ...3....................................................5 How do I download the responses I have received? ..... 137 2.. 145 4.........2 What are the Sourcing Intelligence reports I can generate?... 143 4...................................3 What are the different methods I can use when performing awards? .........7 Searching for lists.... 144 4............................4...................................2..10 What information is contained on the Award Summary page? ............. 144 What is the Awarded Bids Detail report? .....................................4 Awarded Quotes report ................................ 143 4.......................... 147 4.............. 143 4.4............................. 147 4......1.....................................1 Searching for your negotiations in which you are participating: .................1....................5..........................17 How do I create an amendment to a negotiation? ...................................................................................... 124 2......4.........................................2.... 127 2.....................................................2.............. 143 4..........4 Awarding Negotiations ..1.. 129 2.........................................5............ 138 2.................. 147 4.............. 120 2..............................2 Searching for all negotiations to which you have access:.4............13 What is contract binding?...1 How do I run reports? ....................................4..............1 How do I view the responses I have received? ...5..........................8 How do I allocate backing requisitions among awarded items? ...... 138 2....3 Awarded Bids Detail report ..........1..1.......................................4 Searching for suppliers:..... RFQ......................................................1...11 Can I see information on my negotiations once I have completed awarding them? ....3................ 141 3.............................4....... 144 4.......2 Savings by Category report..... 133 2.......2 How do I unlock and unseal a sealed RFQ or auction? .....................3. 143 4.............................................................1 Awards by Supplier report ...............2.. 121 2....... 122 2.....................................................4...........5 Searching........ 141 2......................................................9 How do I disqualify responses I receive for an RFI....5.... 145 4.. 123 2.......... 130 2................15 .........7 How do I use a spreadsheet to award negotiation items?.5..... 140 2......5 Searching for lines and categories............................................... 124 2................................. 131 2.....1........................................................5..........1.....................2 Intelligence Reports ..............4................................................1 How do I search for information on Oracle Sourcing? ........16 How do I cancel a negotiation?.....1 How do I update my Sourcing personal options? . 135 2......................1.........................3........4..........4....................... Sourcing Buyer Intelligence Reports..................19 How do I view the approval history for my negotiation? ...18 How do I print information on my negotiation? . 128 2..............5..............................................1............ 139 2................1 What is Sourcing Intelligence? ......... 139 2....... 124 2...........1 Introduction to Sourcing Intelligence............. 137 2..............3 How do I export data to a spreadsheet? ...............2...... 124 2.............5.... 120 2........................................................................20 How do I manage deliverables I have assigned to a negotiation?.......... 136 2..........................................6 How do I manually score header attributes? .......................2.................................. 145 What is the Awarded Quotes report? ........ 142 3..3........ 148 Page 6/209 2....3.....................1.........Oracle Sourcing Help How do I close a negotiation before its scheduled close date and time?...................... 142 4.............................12 How do I generate a purchase order document? .....

.15 How do I respond to a negotiation that has gone to an additional round of responding?....1...1................................................ 158 5........................ 153 5..................................2........1 How do I access negotiations? .............1.. 162 5....1.............. 170 5................................. 161 5.................................................... 167 5.....5 What information is contained on the Awarded Items page? .....8 How do I use item attributes and price elements when responding to a negotiation? .......... 179 Page 7/209 .....................2...................... 167 5......................................12 How do I respond to a service-related line?............................................ 149 5................1...... 154 5.1........... 158 5................... 170 5.2........2..........1....19 How do I respond to a service-related line?............................................................................1................ 163 5..............1...........................................1 Additional Topics ..............2............................................ Help for Sourcing Suppliers. 165 5.............................. 164 5.....................6 How do I submit a response online? ..............1................ 164 5............1........2............... 166 5.2 How do I use Quick Links?. 150 5......................................Oracle Sourcing Help 4..............................2.............................8 How do I turn off proxy bidding? ............ 169 5......................................... 163 5.....................9 What is AutoRefresh? ................. 161 5....1 How do I monitor negotiations to which I've responded? ................................................7 How do I view the attachments associated with the negotiation to which I am responding? ......3 How do I track the status of my responses?............ 177 6........... 177 5................................ 178 6.......................4 What is the Awarded Quotes report? ........................................2 Can international companies participate? ........6 What information is contained on the Rejected Items page?....1 What are the benefits of registering and participating in this system? ............ 150 5....2.......................... 172 5........... 173 5...................2..1. 159 5............................1...........18 How do I respond to a deliverable defined to a negotiation?..............10 How do I respond to an amendment to a sourcing document? ...3................................ 152 5.........5 How do I respond to a Request for Information (RFI)?... 178 6.............................................1................17 How do I respond to an amendment to a sourcing document? .2 Monitoring Negotiations...................................................1...2................................................................ 150 5.......13 How do I download a spreadsheet and respond offline?....................................3 Searching............. 152 5.............. 148 4................ 176 5................................................................3 What is the Awarded Bids Detail report? ...... 151 5.... 167 5................................................... 168 5........4 What information is contained on the Disqualified Responses page? .................1.................1..........7 How do buyers and suppliers communicate while a negotiation is in progress? ....1..........................................1...............................2......................2............11 How do I respond to a deliverable defined to a negotiation?.....3 How do I respond to a negotiation? .... 174 5........9 How do I print information on my negotiation? .............2..1 How do I search for negotiations? ................................ 175 5........... 178 6......................................1.............................10 What is proxy bidding and how does it work?.................................................................................... 179 6................................11 How do I turn off proxy bidding? ............1 Responding to Negotiations......3 What is a WinZip (or zip) file? ..............2 How do I use Quick Links?...................1...12 What is power bid?.......................................................2.....16 Why would a negotiation have special terms and conditions? .................................. 159 5....... 167 5......... Additional Information.....................1.................14 How do I rebid on an RFQ or auction? ................4 How do I view the details of a negotiation before placing a response? .

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

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

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

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

1 Frequently Asked Questions: Oracle Sourcing 1. but on lead times.4. who might never meet face-to-face.requests for quotations (RFQs).2 “Glossary”) Terms and Conditions enforcement (See Section 5. and buyer's auctions.4 “How do I create and edit a reusable invitation list”) Sourcing Template (See Section 2.2. Buyers use real-time interaction to obtain information on suppliers' products and services.2. “How do I create and edit negotiation templates?”) and Copy features (See Section 2. Buyers and sellers.7 “Can I accept responses in multiple currencies”) Multiple Language support Notes and Attachments (See Chapter 6.6 “How do I copy a sourcing document”) Multiple Currency support (See Section 2.2. Common Functionality All sourcing document types have the following common functionality to simplify the negotiation creation process: Reusable Attribute Lists (See Appendix 7. Buyers can use the information obtained to subsequently conduct an RFQ or buyer's auction. requests for information (RFIs). and then use that information to create negotiations that drive prices based not only on price.1. Prices are established based on actual supply and demand at the time the negotiation is transacted. quantity. Page 12/209 .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.1.1.2.1 “How do I create an attribute list?”) Reusable Invitation Lists (See Section 2.1.2 Getting Started with Oracle Sourcing 1.1 What is Oracle Sourcing? Oracle Sourcing offers flexible negotiation capabilities to buyers and sellers. and item-specific attributes.1.1.3.1. enabling them to efficiently obtain the best possible prices for goods and services.2. The four different types of sourcing documents available .Oracle Sourcing Help 1. can bypass intermediaries and establish relationships that might not have been possible using more traditional methods of buying and selling.

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

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. Once suppliers have submitted an initial round of proposals (quotes). Once the auction is completed. RFIs can be (and typically are) taken to multiple rounds until the buyer has enough information to identify supplier(s) with which to deal. such as made-to-order manufacturing or construction projects. 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. At the conclusion of the RFI cycle. The supplier responds by answering the buyer's questions. RFIs are used more for gathering information on goods and service provided by a supplier than to lock in particular price information. The RFQ process is generally the longest of the negotiation processes. whether multiple rounds of bidding are possible. request for quotes (RFQs). RFIs typically do not make reference to item price or quantity.2. RFIs identify important item criteria on which the buyer needs information. Page 15/209 . This information generates competition and encourages suppliers to submit their best possible price. suppliers can view all bids submitted while the auction is open. and auctions. Many different items can be included in an auction. RFQs can be blind (buyer can see the quotes during the RFQ.2 What are the differences between the available negotiation types? The four types of negotiations are Requests for Information (RFIs)'. If permitted by the buyer. such as office furniture and memory chips. Buyers can tailor each auction to control who can see bids during the auction.Oracle Sourcing Help 1. This process may go through multiple rounds of negotiations and quotes. and whether partial bids are allowed. See the table below to help you determine which type of negotiation to create. The buyer uses supplier responses to identify the group of suppliers who should be included in the subsequent negotiation. Requests for quotes (RFQs) RFQs enable buyers to collect quotes from suppliers for complex and hardto-define items or services. Therefore. suppliers are immediately notified of the auction results via online notifications. Requests for Information (RFIs) RFI's are used to qualify suppliers and their goods and services for subsequent procurement activities. but suppliers cannot) or sealed (neither buyer nor suppliers can see the quotes until the RFQ is closed and the quotes are unsealed). as necessary. the buyer has the power to fine-tune the RFQ and initiate detailed negotiations.1. Auctions Auctions enable buyers to solicit bids for goods and services that are clearly defined.

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

1. Bids buyer.3.7) 2.8) Extend/Early Close (See AutoExtend (See Section Section 2.1.1.2) Information obtained during the RFI can be used to create a new negotiation document.11/2. Convert to negotiation document (See Section 2.8) 5.4. Page 17/209 .1. and invitation list are copied into a new document which you can edit if necessary.10) Bidding (See Power Bidding (See Section 5.2.1.11) an RFQ or close an RFQ earlier Early Close (See Section than the 2.1. Multiple If allowed by bidders may multiple bids.1.1.8) RFIs use item attributes to solicit item information from suppliers.Oracle Sourcing Help Attribute Based Bidding (See Section 5. Manual Extend/Early Close (See Sections 2.4.15) Buyers can manually extend an RFI or close an RFI earlier than the scheduled close date.4.1.11) Price Breaks (See Section Price Breaks (See Section 2.8) Price Elements (See Manual Section 5.11) 2.4. terms and conditions.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. or any other users in your organization. submit Other Proxy Bidding (See Attribute Based Section 5. Multiple Quotes The RFQ business process allows suppliers to submit a single quote per round.1.1.8) Section 5.3. The details of the document such as the controls.4. Decrement/Increment (See Section 2.10) Price Elements Attribute Based Bidding (See Section (See Section 5.7) 1.11) Buyers can Manual Extend (See manually extend Section 2. item information.1. have previously created.15) scheduled close Minimum Bid date.1.4.1.

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

From this page you can access and edit any of your draft negotiations. optional. called item attributes. or display only. ensuring that only one user can work on a draft at any time.1.5 Are reusable invitation lists and reusable attribute lists shared across all three negotiation types? Yes. You are granted exclusive control until you release it.1.1. but also to other features salient to each item. these attributes can be either required. These attributes represent important aspects of the item for which the buyers need information from their suppliers. you see the Confirmation page. Suppliers reply to the item attribute. 1. 1. these lists are shared across all document types and can be accessed by the buyer as required.2. buyers define attributes for negotiation items. that allow bidders/suppliers not only to respond to the price.2. 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. in essence "answering" the buyer's question.1. and delivery.2. From this page.6 What is attribute based negotiation and how can I use it? Attribute based negotiations enable buyers to define multiple item-specific characteristics.Oracle Sourcing Help 1." Alternatively. Buyers can efficiently create and award RFQs and auctions while suppliers can also use this functionality to assist in bidding in auctions or submitting quotes for RFQs.8 How do I stop others from editing a draft negotiation I am working on? Every time you edit a draft negotiation the system automatically locks the document.7 I just saved a negotiation as a draft document.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. 1. Item attributes and their responses comprise the heart of the RFI process. The document is released when Page 19/209 . Depending on the setting chosen during the negotiation creation. you can click "Manage Draft Negotiations" to access the Manage Draft Negotiations page. When creating an RFI.2. How do I continue working on it? You can continue working on a document saved as a draft by After clicking Save Draft. 1.2. you can click "Continue editing your draft. quantity.1.

making it available for award. You submit it (the draft becomes a valid negotiation in the system). 1.1. can unlock draft auctions/RFQ which were locked by other users. If you wish to create a draft for a new round.12 I know I can create RFQs and auctions in both Oracle Purchasing and Oracle Sourcing. You delete it from the Manage Draft Negotiations page. What are the differences? You can create RFQs and auctions in both Oracle Purchasing and Oracle Sourcing. (Users with the appropriate function security.2.1.) 1.9 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. can I award business to quotes/bids from the previous round? Once you save a new round of Quoting/Bidding. you can delete the draft for the new round from the Manage Draft Negotiations page. the system automatically updates the status of the previous round to Round Completed.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.10 If I have saved a draft of a new Quoting/Bidding round. Each has its own benefits: Page 20/209 . Negotiations with Round Completed are not available for awarding. 1. You can save an negotiation as a draft as soon as you get to Step 2. 1.2. you are not required to enter any information. such as the Sourcing Super User. The information from the previous round is enough to save a draft. Negotiations lines entered directly in Oracle Sourcing can include item numbers and item revisions if the item information was retrieved from the Item Master.2.) Another user removes the lock. However. The system automatically updates the status of the previous round to Closed. It is removed from the system. The draft creator selects the draft and clicks Unlock on the Manage Draft Negotiations page.Oracle Sourcing Help You save it. (The original creator can always unlock a draft.

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

suppliers can quote/bid on price. the buyer can still award the negotiation to any supplier regardless of the Price to Total Score ratio values.Oracle Sourcing Help 1. 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. they are allowed to respond in only one currency per response. the bidder/supplier must lower the Quote/Bid price for the item and/or submit responses to the weighted attributes that increase the total score for the item. 1. When you create a new negotiation. In both price-only and Multi-Attribute Weighted Scoring negotiation. The lowest ratio among competing responses may not offer the lowest price. The buyer can still award the item regardless of the ratio. the negotiation currency defaults to the functional currency defined for your operating unit.1.15 What does the Price to Total Score ratio mean? The Price to Total Score ratio is calculated only for Multi-Attribute Weighted Scoring RFQ/Auctions and is used to rank quotes/bids.1.2.2.2. you can allow bids or quotes in currencies other than the negotiation currency.17 Can I accept multiple currencies in my negotiation? Yes. you can invite these users Page 22/209 . however. delivery dates and attributes of an item. item attributes can be scored and weighted. the system will automatically convert the responses to the negotiation currency. In a Multi-Attribute Weighted Scoring negotiation. it offers the best value for the money. quantity. 1. reflected in the Price to Total Score ratio. but it offers the lowest price per point of score. The lowest ratio receives the highest rank. 1. It is the ratio of Quote/Bid price of an item to the sum of the weighted scores of all the Quote/Bid values submitted for that item. The winning response is decided based on the buyer's definitions of the relative importance of item attributes. To lower the ratio for an item included in a bid. In other words. However.1. A buyer can view bids plotted on a Price to Total Score graph to assist in analysis of quotes/bids.2. Though suppliers in a multi-currency negotiation can submit responses in several currencies. 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.

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

1. On the Register an External User page. 1. and participate To inform them about the newly updated close time To inform about the extended close date/time newly Early close of an All invitees and suppliers RFQ or auction Extend close date/time of an All invitees and suppliers RFQ or auction Page 24/209 . You receive a confirmation that the new user has been registered. Search for and select the supplier company name by using the flashlight icon (if the supplier company information does not exist within the system. enter the required information.Oracle Sourcing Help To register a user yourself: Anyone with the Sourcing Super User authorization. 1.20 What is the purpose of notifications? Who receives them and when? Notifications are used to communicate specific events to users. Invitations are automatically sent to each supplier. Event Recipient Purpose To inform them that the negotiation is open for previewing or bidding To invite them to acknowledge intent." 2. click "Register a Supplier User.1.2.1. Select the applications to which the user will have access. From the Portal page. can directly register and approve users. acknowledge intent. Click Register. and participate in the negotiation Preview or open Buyers date/time Preview or open All invited suppliers date/time Preview or open All invited date/time contacts additional To invite them to register. a buyer with the appropriate authorization can add the company to your Supplier Master).2. 3.19 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.

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

these new invitees receive reminders at the original time. 1.1. Once you have completed this spreadsheet. However. you can upload it to enter your responses into the system to.2. Otherwise. you can respond to negotiations created by your company's affiliates. Such acknowledgments are intended to enhance communication between buyers and suppliers and inform buyers of the potential participation. then invitees do not receive any reminder. If additional companies are added before the original reminder time. if they are added after the original reminder time. they do not receive reminders. It is not mandatory to acknowledge your intent before submitting responses. If the negotiation is closed.2. however. 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.2.1. the reminder is not sent.24 What is the quickest way to respond to a negotiation that has many line items? If the negotiation you wish to respond to contains many line items. 1. If the buyer starts another round of negotiation before the reminder time. canceled or deleted before the 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. then invitees do not receive a reminder. Page 26/209 . You cannot respond to any negotiation that your company owns.1.22 Do suppliers need to acknowledge their intent to participate before submitting responses? Suppliers are encouraged to acknowledge their participation intention after they receive the invitation email. you can download a spreadsheet which you can complete offline to specify your response information. they receive it at the original reminder time. 1.23 Can I respond to a negotiation created by someone in my company? No.

you can enter a maximum of 2000 characters. the negotiation number. access the negotiation whose associated purchase orders you wish to see by entering the negotiation number into the Search Negotiations fields.2. As the system administrator. 1. On the Award Summary page. 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.26 How many characters can be entered into the Item Description and the Note fields? For an Item Description field. which includes the purchase order numbers along with other information.1. and then click "Negotiations Configuration. This displays all purchase orders for a particular negotiation. On the Negotiations Summary page. You can check your Notifications for the Purchase Order Creation Notification. In Oracle Sourcing.1. 1.Oracle Sourcing Help 1. Click the Administration tab.28 How can I check which purchase orders were created after completing my RFQ/auction? There are various ways to check which purchase orders were created. You can also search Oracle Purchasing by entering the original requisition information.2.1. For a Note field. click the response number link to view the information on that response including the corresponding purchase order created for that response. select Award Summary from the Action menu and click Go.27 Can the system administrator require buyers to use a certain rank indicator? Yes.2. you can enter a maximum of 240 characters. Page 27/209 . for example. you can require a particular indicator be used for all negotiations." Select the indicator and specify whether users can override your selection.1.2. 1.

1.2. 3. RFQs enable buyers to collect quotes from suppliers for complex and hard-to-define items or services. Once the RFQ is completed.2 Getting Started with RFQs RFQs support the full business process to solicit quotes from suppliers. Page 28/209 . RFQ Capabilities RFQ templates (See Section 2.1 “How do I create an attribute list”). Once suppliers have submitted an initial round of quotes. The RFQ process usually lasts days or weeks through multiple rounds of negotiations. Reusable invitation lists (See Section 2.2. 4. Buyers initiate RFQs that may include multiple line items by publishing the RFQ and inviting suppliers. Steps in the RFQ process include: 1. 2.1. RFQs supports both blind and sealed RFQs.4 “How do I award business in an RFQ or auction”).2. RFQ is typically used for complex items or services such as made-to-order manufacturing items or construction projects.3. RFQ modification or awarding (See Section 2. Suppliers cannot view competing quotes while the negotiation is in progress. RFQ creation (See Section 2. The suppliers' responses to the RFQ allow the buyer to compare quotes and negotiate the best price and specifications for the good or service.4.3 “How do I respond to a negotiation”). Price elements (See Section 2.1.Buyers can monitor real-time quote activity and take appropriate action.1. Quote preparation and submission (See Section 5. suppliers are immediately notified of the results via online notifications.2 “How do I monitor the negotiations I have created”).5. Buyers analyze the quotes and either award the RFQs or modify the RFQs and open them for another round of quoting.Oracle Sourcing Help 1.4 “How do I create and edit a reusable invitation list”). Reusable attribute lists (See Appendix 7. RFQs typically consist of multiple rounds with competition focused on whether supplier(s) can meet the specific requirements. buyers can review quotes and award the RFQ or submit a modified RFQ for another round of quoting.2.Suppliers view the RFQ details and submit their quotes online.5 “How do I use price elements”).1.1.1 “How do I create a new negotiation”).3 “How do I create and edit negotiation templates”). RFQ monitoring (See Section 2.

7 “What are price breaks.1.5.4.4. Sourcing Events (See Appendix 7.6 “How do I submit a response online”) and offline (spreadsheet quoting). Terms and Conditions enforcement (See Section 5.4.14 “How does Oracle Sourcing use information in Oracle Purchasing when AutoCreating draft sourcing documents”). Page 29/209 . Online or offline awarding capability (spreadsheet awarding). and how do I use them”).2 “How do I monitor the negotiations I have created”).7 “What are reusable price elements and how do I create them”). Integration with Oracle Purchasing (See Section 2.1. Capture Total Cost (See Appendix 7.3.6 “Why are some RFQs and auctions associated with a sourcing event”). Manual extend (See Section 2.4. RFQ.2 “Glossary”). (5.Oracle Sourcing Help Price breaks (See Section 2.4.14 “How do I initiate a new round of responding”). Real-time status updates Notes and attachments (See Section 6.1.9 “How do I disqualify responses I receive for an RFI. or auction”).2 “Glossary”). Canceling RFQs (See Section 2.4.16 “Why would a negotiation have special terms and conditions”) Quoting online (See Section 5.5 “How do I use the Graphic Monitor to compare competing quotes or bids for a particular negotiation line”). Monitoring quote activity in real-time (See Section 2.16 “How do I cancel a negotiation”)and Disqualifying quotes (2. Graphic RFQ monitor (See Appendix 7.13 “How do I download a spreadsheet and respond offline”).11 “How do I extend a negotiation that is in progress”) and early close features (See Section 2. Multi-round quoting (See Section 2.5 “How do I use the Graphical Monitor to view responses to items in my negotiation”) Purchase order generation Attribute based quoting (See Section 5.8 “How do I use item attributes and price elements when responding to a negotiation”).1.4 “How do I award business in an RFQ or auction”).15 “How do I close a negotiation before its scheduled close date and time”).1. Quote comparison (See Section 2.5. (See Section 2.1. Multiple RFQ styles: blind or sealed (See Section 6.

This allows you to create your multi-line RFQ quickly.2 Can I submit multiple quotes per round? If allowed by the quote controls. You can contact the buyer who created the RFQ and ask to have your quote disqualified.3 Frequently Asked Questions: RFQs 1.2. 1.3.5 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. 1.2. In a Multi-Attribute Weighted Scoring RFQ. It is the RFQ buyer's reference and review currency.Oracle Sourcing Help 1. but quote disqualification is at the discretion of the buyer.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. ensuring the integrity of the submitted RFQ items.3. you can submit multiple quotes within the same round.2. Page 30/209 . Quotes are converted to the RFQ currency for quote review. 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. but you must enter the weights and scores for an item's scored attributes online.2. The Unseal Date is the date when the buyer unseals the unlocked RFQ allowing the suppliers to view the quotes as well.2. 1.3.3.3 Can I cancel or retract my quote? No. Quote Currencies Additional currencies in which quotes will be accepted. You can prepare your list of RFQ items offline and upload the completed spreadsheet.3. you can upload items using a spreadsheet. The system validates the data.2. 1. Suppliers can choose the Quote currency in which they will place their quotes.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.

1.9 Is an RFQ always blind or sealed and why? An RFQ is always either blind or sealed. and why would I enter one? In an RFQ whose outcome is a standard purchase order. This is one of the feature of RFQs and mirrors the general off-line behavior of this negotiation model. 1.11 Can I invite additional suppliers to subsequent rounds of an RFQ? Yes. Page 31/209 . Downloading the RFQ contents allows suppliers to quickly respond. spreadsheet items are validated to ensure the integrity of the submitted quote. 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. the Promise Date is required only if the RFQ uses multi-attribute weighted scoring and Promise Date is one of the scored attributes.8 What is the Promise Date. Suppliers complete the quoting process by uploading the spread sheet back to the system.3.2. An automatic invitation will be sent to each invited supplier. See How do I invite suppliers to my RFQ or auction? for details on identifying contacts. Once the supplier has provided you the email address.3. When Promise Date is an optional response. When creating additional rounds for an RFQ. 1.3. you can enter the address in the Additional Contact Email field during negotiation creation. completing multiple item attributes. In all other cases. you can invite additional suppliers by using the same process employed during the initial RFQ creation.2.2. In an RFQ whose outcome is a blanket purchase agreement. You can invite suppliers by selecting them from the supplier master list.6 What is the most efficient way to quote on many line items in an RFQ? If an RFQ consists of many line items.Oracle Sourcing Help 1. 1.2. the most efficient way for a supplier to quote is to use a spreadsheet to download the contents of the RFQ and prepare the quotes offline. During the upload. 1.7 How can I view the quote values for all the price elements of an RFQ item? You can view the quote values for an item's price elements from the Negotiations Summary page.3.2.2.3. the Promise Date is optional.3. Promise Date is an required field.

you can modify the following: Title Style Ranking method Rank indicator Preview Date/Time Open Date/Time Close Date/Time Award Date/Time Collaboration team information Item information Invitation List Notes and attachments Page 32/209 . On the Negotiations Summary page. On the Start New Round page. you can use the Graphical Monitor to view quotes. you can start another round of quoting. can I see who is bidding? In a sealed RFQ.14 Can I close my RFQ earlier than the original close time? If you select the Early Close option when specifying quote controls.3. select Close Early from the Action menu to close the RFQ. 1. 3.3. you cannot see either the name of the respondent or the details of the bid until you unlock the RFQ.Oracle Sourcing Help 1.2.2.2. 1.3.15 How do I start another round of quoting in an RFQ? Once an RFQ has been closed. Select Start New Round from the Action Menu. you can see how many quotes are being placed. Once the buyer has unlocked and unsealed the quotes. however.13 Why can't I see the graphical monitor in a sealed RFQ? While an RFQ is sealed.2. 2. 1. Use the negotiation number in the Search Negotiations fields on the Negotiations Home page to access the negotiation. 1. you can manually close your RFQ earlier than the original close date/time.3. none of the details are available for viewing by any suppliers.12 In a sealed RFQ.

such as office furniture or memory chips.1. typically a matter of a few days. quantity and item-specific attributes. the business terms and conditions and intended bidders. Negotiations allows buyers to establish either public or private auctions to meet the specific needs of buyers.2. Auctions allow real-time interaction to drive dynamic prices based on information that extends beyond price to include lead times.3.Oracle Sourcing Help 1. 2.1. although the close time can be extended manually or automatically based on last minute bids.3 “How do I respond to a negotiation”). Auctions last for a set period of time.2. flexible auction capabilities to buyers so they can efficiently obtain the best possible price for goods and services. the bidding process moves quickly which results in increased competition. Bidders participate in the auction by viewing the Page 33/209 .The buyer defines the auction and includes all the auction item information. Auctions enable buyers to solicit bids for goods and services that are clearly defined.4 Getting Started with Auctions Getting Started with Auctions Auctions offer complete.1. Prices are established based on actual supply and demand at the time the auction is transacted. Responding to the auction (See Section 5. Steps in the auction process include: 1. Creating the auction (See Section 2.16 Can I modify an initial RFQ for the next round? You can modify the following information for each round of an RFQ: Preview date/time Open date/time Close date/time Award date/time Need by date List of invited suppliers Attachments 1. Auctions are typically focused on creating competition between bidders. Because most auctions are open for short periods of time.1 “How do I create a new negotiation”).

1.1.2.2. 4. Attribute based bidding (See Section 5.7 “What are reusable price elements and how do I create them”).11 “What are response controls”).7 “What are price breaks. Manual extend (See Section 2. The buyer analyzes the bids and awards the auction based on the price.1.The buyer and all other participants can monitor the real-time activity during the auction and take action as necessary. blind or sealed (See Section 6. Power bidding (See Section 5.2. 3.4.2 “Glossary”). Proxy bidding (See Section 5.1. Price breaks (See Section 2.1. Capture Total Cost (See Appendix 7. Page 34/209 .5.4. Reusable invitation lists (See Section 2.8 “How do I use item attributes and price elements when responding to a negotiation”).12 “What is power bid”).5 “How do I use price elements”).1. Price elements (See Section 2.11 “How do I extend a negotiation that is in progress”) and early close features (See Section 2. Minimum Bid Decrement/Increment (See Section 2. Once the auction is completed. Auction features include: Auction templates (See Section 2. Reusable attribute lists (See Appendix 7.3.1. If permitted by the auction rules.11 “What are response controls”). Monitoring the bid responses (See Section 2.Oracle Sourcing Help auction items and submitting bids online.3 “How do I create and edit negotiation templates”). Sourcing Events (See Appendix 7. Evaluating and awarding bids (See Section 2.1.3. bid quantity.4 “How do I award business in an RFQ or auction”).10 “What is proxy bidding and how does it work”).4 “How do I create and edit a reusable invitation list”).4.1 “How do I create an attribute list”). bidders can view competitive bids during the auction. Autoextend feature (See Section 2. Multiple Auction styles: open.1.15 “How do I close a negotiation before its scheduled close date and time”).1. and how do I use them”). bidders are immediately notified of the auction results via online notifications. bid attribute value(s).6 “Why are some RFQs and auctions associated with a sourcing event”).2 “How do I monitor the negotiations I have created”).1.

4 “How do I award business in an RFQ or auction”).1. Graphic Auction Monitor (See Appendix 7.5.1.4 “How does Oracle Sourcing use information in Oracle Purchasing when AutoCreating draft sourcing documents”). RFQ.4. Online or offline awarding capability (spreadsheet awarding). Monitoring bid activity (See Section 2. Bid comparison (See Section 2.4.Oracle Sourcing Help Canceling auctions (See Section 2.9 “How do I disqualify responses I receive for an RFI.1.6 “How do I submit a response online”) and offline (spreadsheet bidding).16 “How do I cancel a negotiation”) and Disqualifying bid (2.5.13 “How do I download a spreadsheet and respond offline”). Page 35/209 . or auction”). (5.4. Integration with Oracle Purchasing (See Section 2.2 “Glossary”). (See Section 2.5 “How do I use the Graphic Monitor to compare competing quotes or bids for a particular negotiation line”).2 “How do I monitor the negotiations I have created”).1.5 “How do I use the Graphical Monitor to view responses to items in my negotiation”) Notes and attachments (See Section 6. Purchase order generation Real-time status updates Bidding online (See Section 5.

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. 1.2.5. someone else at your company can award an auction created by you.2.5.2.2. Buyers are not required to designate a target price for every item. Everyone can see the bid content once the auction is unsealed.5. 1.Oracle Sourcing Help 1.3 Why isn't there a target price for every item? Target price is an optional value.2.2 What is the difference between Quote/Bid start price and target price? When creating a new RFQ or auction. The auction to which they are responding is not owned by their company 2.2. The buyer can see the bids once the auction is unlocked. The buyer can also choose to display the target price to the bidders for reference. 1. buttons.5. Note: Two people from the same cannot quote in the same RFQ. All registered users in a company can bid on the same auction.4 What is the target price used for? The target price is mainly used for internal performance analysis for the buyer.5. but only the buyer can see the identity of the bidder. The bid controls for this auction allow multiple bids per round . They have the appropriate function security (See Section 6.5 Can someone in my company award an auction that I create? If granted the appropriate authorization.1. You can elect to display the target price to participants.5. or task bar options”). 1. The target price is the price you hope to pay for one unit of an item. and 3.1 What are the different auction styles? The buyer can choose from three types of auctions: Open: everyone can see the bid content. provided that: 1.4 “Why can't I access some pages. 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. Page 36/209 .5 Frequently Asked Questions: Auctions 1. links.2. 1. 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.6 Can two people from the same company bid on the same auction? Yes.

1. or auction has closed.1.8 If my RFQ/auction is open to all suppliers. why would I invite suppliers to participate? For a public RFQ/auction.2.5.Oracle Sourcing Help 1. However. that supplier receives an e-mail notification about your RFQ/auction.1. you might want to send invitations to increase specific suppliers' awareness of your RFQ/auction and encourage participation. 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).2. 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) 1.5. none of the previous responses submitted are available for awarding.2.9 How do I initiate a new round of quoting or bidding? After your RFI.5. After you initiate a new round of responding.13 “How do I invite suppliers to participate in my negotiation”) to participate.7 When two respondents from the same company place bids. When you invite a supplier (See Section 2. RFQ. and your RFQ/auction appears in that supplier's "Open Invitations" list of invitations. can they view each other's bid details? Depending on the auction style. you are not required to send invitations to any suppliers. Page 37/209 .

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

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

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

The response is at the company level.2.5.16 What is a Single Best Bid? A Single Best Bid is a response to an auction that allows only one bid per company.2. Bid disqualification. the bidder can only view the resulting Price to Total Score for a bid. You can also specify if the autoextend is for the entire auction or particular line items. You can specify whether the auction is extended from the original close time or from the time when the winning bid has been received.5.2.13 Why are display-only attributes not visible in the Bid Compare page? Display only attributes are used to convey information to bidders.5. Bidder B receives the higher rank because the proxy bid was created by the system after Bidder B's bid. a company can place one bid in each round when being invited to that round Page 41/209 .15 How do two bids with the same score get ranked if the prices are the same? The earliest bid gets a higher rank.2. When the buyer hides scores/weights.5. You can also define the total number of auto extensions and the extension period. 1. if Bidder B bids triggering a proxy bid for Bidder A and the resulting bid results in the same Price to Total Score ration.11 Can a bidder retract a bid? If a bidder has submitted. AutoExtend extends the duration automatically if new bids are received in the closing minutes of the auction. 1. best bid" is selected for a multi-round auction. Manual Extend allows you to manually extend your auction close date/time before the auction closes. that is. however. When the bid control "No . the bidder can contact the buyer and ask to have the bid disqualified. no other user at the same company can bid.5. For example.5. 1.2.12 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.Oracle Sourcing Help 1. once one user at a company responds. 1.A bidder must submit a single.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. is up to the discretion of the buyer.2. Bidders cannot respond to display only attributes so there is no value for comparison. 1.

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

Supplier A places a bid of USD 95.19 Can a bidder see the names of the other bidders? Bidders cannot see other bidders' identities. For example. a proxy bid decrement of USD10. Since Supplier B's bid price is less than Supplier A's bid price. since proxy bids are generated based only on the price of the competing bid. Supplier A's proxy will only be triggered again if there is a bid with a price lower then USD 84. but since Supplier B's bid price is still higher than Supplier A's bid price. you may need to closely monitor Multi-Attribute Weighted Scoring auctions which also use proxy bidding.2. And since Supplier A's proxy minimum (75. 1.5. However.00 with a score of 90 for the item. Page 43/209 .00.5. To avoid these situations. a bid can be beaten based on the Price to Total Score ratio without triggering a new proxy bid. he cannot modify any attribute responses to try to improve his score. Supplier B's bid is the winning bid even though the bid price is higher.00 and a proxy minimum of USD 75. Supplier B then places another bid of USD 92. not just the bid price.00. This bid (84/90) is now the winning bid. 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).00) has not yet been reached.00 with a score of 100 for the same item.00.00.2.Oracle Sourcing Help 1. Therefore.18 How does Proxy Bidding work in Multi-Attribute Weighted Scoring auctions? You can define Proxy Bid parameters with Multi-Attribute Weighted Scoring auctions similar to price-only auctions. Supplier identities are never revealed to other bidders. You may need to cancel the proxy bidding process to redefine attribute information to improve your price to total score ration. Supplier A's proxy is not triggered. Supplier B then bids USD 94. Now Supplier B's bid (92/100) is better than Supplier A's bid (84/90).

1. RFQ.7 “What are contract terms and conditions.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. Help for Sourcing Buyers 2. RFIs are used more for gathering information on goods and service provided by a supplier than to lock in particular price information.1. Enter Negotiation Lines (See Section 2.6 “What information must I provide to create my negotiation header”).1 Creating Negotiations 2.9 “How do I add lines to a negotiation”).1.1.1. 2.1. RFIs can be taken to multiple rounds until the buyer has enough information to identify supplier(s) with which to deal.1. you can save time by copying an existing RFI/RFQ/Auction.1.11 “What are response controls”) Enter Your Terms and Conditions (If Oracle Procurement Contracts is bought and licensed) (See Section 2. This allows you to return to the creation process at a later time or have multiple people working on the same negotiation. You can also create new negotiations quickly by applying a negotiation template. and Buyer's Auctions 2. Therefore. There are four main steps to creating a new negotiation: o o o o Create Your Negotiation Header (See section 2. o If you have previously created an RFI.1.1. RFQs.4. the information contained in the RFI can be copied into an RFQ or buyer's auction.1.13 “How do I invite suppliers to participate in my negotiation”).1. and buyer's auctions).1. At the conclusion of the RFI cycle.1. one unique feature of an RFI is that buyers can choose to define negotiation line items without price and quantity and specify lists of criteria to which suppliers must respond. or auction.1 Creating RFIs.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. and how do I use them in my negotiation”) Invite Your Suppliers (See Section 2.Oracle Sourcing Help 2. You can create a negotiation and save it as a draft before submitting it. Page 44/209 . RFQs.

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

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

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

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

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

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

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

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

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

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

but this can be overridden by specifying a default value on the score settings page. effectively "unweighting" that attribute. This column is only displayed if weights are enabled as part of the Scoring Settings. an attribute with a weight of 25 is half as important as an attribute with a weight of 50. the negotiation currency defaults to the functional currency defined for your operating unit.1. The sum of weights for all header attributes must add up to 100.7 Can I accept responses in multiple currencies? When you create a new negotiation. you can accept responses in currencies other than the negotiation currency. Though suppliers in a multi-currency negotiation can submit responses in several currencies. click Manage Response Currencies. For example. the system will automatically convert the responses to the negotiation currency. Display Target Indicate whether you want suppliers to see your Target Value . Page 55/209 . Delete You can delete this attribute by clicking the trash can icon.1. Maximum Score Accept the default or enter the maximum value that can be entered for this attribute. To define your currency list and currency exchange rates: 1. There is a system default defined by the Sourcing Super User. 2.Oracle Sourcing Help Enter a target value for the header attribute (for example: 30 or more years in business). Notes and Attachments o Note to Suppliers You can add a note to the supplier by entering it in the text box. On the Create Header page. Whenever you view the responses you have received. However. Weight Weights are used to indicate the relative importance of header attributes. they are allowed to respond in only one currency per response. all must be weighted (although the weight can be 0. o Attachment Click Add Attachment to browse for an attachment to assign to this negotiation. This note appears on the negotiation summary page and can be viewed by suppliers. If one attribute is weighted.

Select the response currency. Select the User Specified Rate type. 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 . Select the response currency you will accept. The system's response currency codes are available from the drop down menu. The description field explains the code. Specify the price precision for the currency. If you are finished defining alternate currencies. If the precision for the response currency is greater than the precision for the negotiation currency.Oracle Sourcing Help 2. When you have finished defining currency information. To restrict a supplier to a particular currency: 1.09 meaning . 6. To use predefined exchange rates: 1. For example. To define your own exchange rates 1. continue creating your negotiation. 4. Page 56/209 . Select the appropriate type for your negotiation.1. click Apply. After you have selected your suppliers in Step 5.1. 3.09 kroner to one dollar. 5. you can choose to restrict specific suppliers to particular response currencies. 2. Select the checkbox to display the exchange rates if you want to allow respondents to see your response currency exchange rates. Otherwise click Add Another Row and continue defining currencies and exchange rates. 2. You assign currencies to specific suppliers when you invite the suppliers to your negotiation. Enter the date for which you wish to use this set of exchange rates. 2. The system may contain several different exchange rate types. Define the exchange rate by entering the number of response currency units that equal one unit of the negotiation currency.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. select the exchange rate type. The page redisplays. On the Header: Manage Response Currencies page. 3. You can use predefined exchange rates (Corporate Exchange Rate) or specify your own exchange rates (User Specified Rate). the system will round when converting responses into the negotiation currency.

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

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

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

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

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

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

9. or click Load from Spreadsheet to upload a previously completed spreadsheet file containing all the line information On the Lines: Create Line page. If you need to specify price breaks. and then click Go. Specify how price differentials are to be used within the negotiation (for example. select Online to continuing entering your line description online. rate-based line: 1. 4. Finally. To define a temporary labor. vacation). fixed-price line: 1.Oracle Sourcing Help 2. Continue defining the remainder of the negotiation. Page 63/209 . Create attributes as needed to solicit any additional information for this line.10 How do I define services related lines? Services related line types allow you to negotiate on labor contracts. 6. make sure you select the Global Agreement checkbox. add any notes or attachments to the supplier. 2. 2. From the Add Line menu on the Create Lines page. fixed-rate line type. 6. Search and select a job from the Job menu. ensure that you choose Blanket Purchase Agreement as the negotiation outcome for temporary labor line types. and click Go. For temporary labor line types. Job Details. is a response to the price differential required) Select the price type (for example. rate-based line type. if appropriate. and specify the differential associated with this price type. 8. Unit of Measure and Category will default according to the Job you select. 3. add notes or attachments to the supplier. 3. 11. make sure you select a temporary labor. On the Lines: Create Line page. Enter values in your price fields if necessary. 7.1. Continue defining the remainder of the negotiation. make sure you select a temporary labor. The Description. Also. Job Details. General services fixed-price lines use a negotiation outcome of standard purchase order. 5. Search and select a Job from the Job menu. 4. Finally. 10. click Select Price Break Settings and ensure it is not set to None. Follow steps 1 and 2 above.1. 5. You can include services-related lines with regular amount-based and goods-based lines. Create attributes as needed to solicit additional information for this line. The Description. Enter your price breaks including Price Differentials. To define a temporary labor. and Category will default according to the Job you select.

you set response controls to determine the negotiation length. 4. no further responses may be accepted. *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. You can edit the value to change the time if needed. and then click Go. Once closed.1. On the Lines: Create Line page. Create attributes as needed to solicit additional information for this line. After you have entered the negotiation header. They can view the negotiation's details but cannot place responses. Continue defining your negotiation .Oracle Sourcing Help To define a general services fixed-price line 1. If the sourcing document you are working on was AutoCreated using requisitions in Oracle Purchasing. You must have created your negotiation header before you can create negotiation controls. Provide the line with a description and select a Category value. Finally. 6.11 What are response controls? When you create a new RFI. fixed-price line type. and added line(s). Page 64/209 . add notes or attachments to the supplier. Note that for fields where you enter a date and time. If you allow the control manual extend. 5. open and closing times and many other variables. click the "Controls" link to access the Create Controls page for that negotiation. When you extend a negotiation you specify the new close date. *Close Date Use the pop-up calendar to select the date/time when the negotiation will be closed. participants. responding frequency. the default time value the system uses is the time when you entered a value in the field. Preview Date Use the pop-up calendar to specify a date/time after which the negotiation information can be accessed by potential suppliers. the negotiation can be closed prior to the defined close date. Complete the following fields as appropriate for the negotiation type. make sure you select a general services. 2. or Buyer's Auction. 2. Follow steps 1 and 2 above. the time limit for the negotiation can be extended past the original close date.1. If you allow the control manual close/close early. 3. RFQ.

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

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

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

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

Participation in Auctions Unless you specified differently on the negotiation Controls page. you can choose to open your RFQ to all suppliers. auctions are open to all bidders by default. line(s). or if you frequently invite a certain group of bidders. To invite specific suppliers see Inviting Suppliers below. select the suppliers you wish to invite and click Invite.1. 3.13 How do I invite suppliers to participate in my negotiation? Participation in RFQs Participation in RFQs is by invitation only by default. You can restrict your auction to bidders you specifically invite by selecting the appropriate control on the negotiation Controls page. and any response controls. Even though the auction is already open to them. you can create a participants list on the Create Negotiation: Suppliers page: 1. 2. Bidders will see your auction when they search using the Active Auctions page. you do not have to explicitly invite any suppliers. Search for and select the Invitation List you want to apply. To invite specific suppliers see Inviting Suppliers below. You can select the bidders you wish to notify from a list of suppliers. Click Add Invitation List to apply a predefined list of suppliers. select the specific site you wish to invite to the negotiation. You return to the previous page. you can apply a predefined invitation list that identifies these bidders.Oracle Sourcing Help 2. From the search results. you can choose to also send certain bidders notifications of a particular auction to encourage their participation. If there are multiple supplier sites (Supplier Site is another term for Address Name). and you must invite at least one supplier. However. Inviting suppliers After entering your negotiations description. Select how you wish to search for suppliers: o o Click the Add Supplier to search for and add suppliers to your invitation list. business terms and conditions. Different sites for the same supplier can each submit a response. You can use the same list for all negotiations. Page 69/209 . If you do.1.

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

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

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

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

1.2. Click "Add Suppliers. including change the access and status. Search for the list you wish to update.Oracle Sourcing Help Sourcing Super Users or users with the Manage Invitation Lists job function can create. update your list description. status. click "Add Suppliers" again and follow the perceiving instructions. 4. If the template and spreadsheet have conflicting category values. When you have finished adding suppliers. 6. 3.6 What happens to the attributes/price elements when I create a negotiation by applying a template and using spreadsheet upload? When you create an RFQ or auction by applying a template and then use the spreadsheet upload feature to add your items. When you are finished. The value specified in the spreadsheet. find your list. and manage public invitation lists." then search for suppliers to add to your invitation list. If the supplier you selected has multiple sites defined in the system. To edit an invitation list you have created: 1. If you wish to add more suppliers to your list. click Apply. edit. Click "Invitation" under the Reusable Lists area of Quick Lists on the Negotiations Home page. You can also add or delete suppliers. the system uses the following hierarchy to determine which category value to use: 1. and access as appropriate. you can add an entry for each site for that supplier if you choose. If you are have the Manage Invitation Lists job function. 2. Select the supplier(s) and click Add to Invitation List. 8. Page 74/209 .2. On the search results page. you can choose a specific supplier site to associate with this list (Supplier Site is another term for Address Name). 5.5 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. The value defined for the RFQ/Auction template. 2. click Submit. then click Edit. 2. any attributes/price elements defined for the template are added to any attributes/price elements you define via the spreadsheet. On the Edit Invitation List page. For a supplier with multiple sites. 4. 7. you can edit public lists. 5.1. or 2.

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." Metal industry negotiation items can include "grade of metal" as an attribute." and "SKU number.Oracle Sourcing Help For example. the buyer can add an attribute called "mileage" to specify that the bid item must have fewer than 12. retail industry negotiation items can include such attributes as "color. item A with four attributes/price elements. if there are three attributes/price elements for your template. For more information about how to add line attributes to your negotiation items. the precedence is: 1. see "How do I add attributes to my negotiation lines?" 2.3. Page 75/209 .1.3.000 miles on the odometer. if the buyer marks this attribute as required.2 How do I add line attributes to my negotiation? You can add multiple line attributes to any line in your negotiation. While the buyer could enter this information in the auction line description. 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. 2. Line attributes define 1) unique specifications that you set for a negotiation line. For example. RFQ. and do not apply to all lines in the negotiation. If there are duplicate attribute/price elements between the template and the spreadsheet. Price Elements. The attribute(s) are added to that line only. Attribute Scoring.1. When the buyer adds the line (vehicle) to the auction. Line attributes can call attention to industry-specific characteristics." "style. you may choose to add one or more line attributes to that line. and why would I add them to my negotiation lines? When you add a line to a new negotiation (RFI. using an attribute to define this specification calls attention to the specification. In addition. and your spreadsheet upload includes two items.3 Item Attributes. Adding these as required item attributes that are displayed to bidders can customize your negotiation items to your specific industry. then bidders must enter the mileage of any bid. and 2) the details that a participant should provide when responding to that negotiation line.1. a buyer can create an auction to buy a fleet of 12 vehicles for a delivery service. the attribute/price element specified on the spreadsheet 2.1 What are line attributes. auction). For example. the attribute/price element specified by the template. and Price Breaks 2. and item B with two 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 .31/12/2002 > 01/01/2003 Red Blue 60 100 100 80 50 100 75 Given these definitions. Response 1: Attribute Quantity Need-by Date Color Price Response Value 980 15/11/2001 Blue $250 Total Score: (60 * 50) + (80 * 30) + (75 * 20) / 100 = 69 Price to Total Score Ratio: 250 / 69 = 3.Oracle Sourcing Help Quantity Quantity Need-by Date Need-by Date Need-by Date Color Color < 1000 > 1001 < 31/10/2002 01/11/2002 . and Response 2 would be designated as the best response even though the bid price for Response 2 is higher. the price to total score ratios for the following two possible responses are calculated as shown.

On the Lines: Create Line page. However you may want to consider supplier responses to other line attributes in addition to price being offered when determining the best response. Groups are used for categorizing attributes. When the page refreshes. navigate to the Attributes table and click Add Another Row. You can accomplish the by specifying weighting and scoring values for your line attributes. o Group Select one of the predefined attribute groups. See "What information must I provide to describe my negotiation header"? After you have defined the negotiation header. Grade). See What are line attributes? for information about defining line attributes.53 2. To use weighting and scoring when defining a negotiation: 1. Make sure you select Multi-Attribute Scoring from the Ranking menu. click "Lines" in the navigation bar in the top left hand corner. 3. 4. use the instructions in "How do I add lines to a negotiation"? to enter the line data and other required and optional line information. enter your line attribute information. 5. 2. Select a ranking method if the Sourcing Super User has set the system up to allow you to change ranking methods. The system can then include the suppliers' responses to your line attributes when calculating the best response.Oracle Sourcing Help Price $300 Total Score: (100 * 50) + (50 * 30) + (100 * 20)/100 = 85 Price to Total Score Ratio = 300 / 85 = 3.3. PPM Defect Rate.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.1. o Attribute Type Page 81/209 . To enter a line attribute. *Indicates a required field: o *Attribute (up to 240 characters) Name your line attribute (for example: Mileage. and you do not wish to use the default. 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. Select Online from the menu and click Go. On the Create: Lines page.

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

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

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

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

5. you receive the responses shown in the table below. you may expect to receive a discount from your supplier if you buy a large quantity of units. The list status (Any. you can o o o update the description for the price element list. 4. For example. The first offers a price of 19$ per unit if buying more than 100. For each (non-amount-based) line in your negotiation. change the price element list status. You specify 20$ as your start or base price. Example: Assume you are purchasing PC keyboards. Your suppliers respond to your negotiation specifying their responses to your price breaks. Active or Inactive). search and select the list you want to edit. On the Price Element Lists page. The name of any price element defined to the list. or select the price element list and click Edit. You then set up two quantity-based price breaks. The first few words of the list description. You can then enter different assumptions into the system and have it calculate which response is the best. The second offers a price of $18 a unit if purchasing over 500.7 What are price breaks. 2.) 3. Or you may be willing to pay more per unit if your supplier can ship the order to a special location. click Go. you can either click the price element list name link. and you may specify several quantity levels and the prices you are willing to pay at each. and how do I use them? Price breaks allow you to negotiate line prices with your supplier based on characteristics of your order. If any price elements are inactive. (This returns all price element lists using that price element. click Apply. For these price breaks. When you have entered the search data. Page 86/209 . or by a certain deadline.3.Oracle Sourcing Help To edit a price list: 1. 6. To edit the list. You can search for a particular price list by : o o o o The list name. On the Edit Price Element List page. The new list is validated. 7. Click the Price Element link under Reusable Lists on the Quick Links section of the Negotiations Home page. you receive an error message. The search results display any price element lists matching your search criteria. you can define as many price breaks as are appropriate. 2. When you have finished making your changes. add or delete price elements from the list.1.

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

you could enter different order quantities and see which supplier response is the best for a certain quantity. click Apply. On the negotiations summary page. Analyzing Price Breaks Once you have defined your price break expectations. 2.4 Additional Creation Topics 2. Select Required to force to supplier to respond to the price breaks you define. You can set breaks by unit quantity. and click Analyze Price Breaks. Also select either Cumulate or Non-Cumulative. you can have the system evaluate the supplier responses based on scenario information you enter. You can define as many price breaks as are needed to fully define your pricing structure. Ship-To address/organization. Once you have defined all your price breaks. price. Page 88/209 . 4. 3.1 What are some negotiations strategies I can use? When creating a negotiation. On the Analyze Line: Analyze Price Breaks page. and effective dates (available for non-cumulative price breaks only). you could define multiple price breaks based only on order quantity. you will not be able to negotiate on effective dates.4. 2. click the response number link.1. On the table of negotiations. 5. otherwise select optional. 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. Define your price breaks. click Analyze by Line from the Actions menus and click Go. For example. If you select Non-Cumulative. you will not be able to enter price breaks. Select the negotiation line. For example.Oracle Sourcing Help 3. For each price break criterion. and your supplier(s) have responded with quotes. you can enter different values in the fields under Enter Assumptions and have the system calculate the best response based on the values you enter. Click Add Another Row to define additional price breaks. Item attributes define 1) unique specifications that you set for an item. To analyze price break information: 1. 5. you can offer a particular target price. 4.1. 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. Search for the negotiation you're interested in. and 2) the details that a participant should provide when responding to that item. If you select None.

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

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

You can continue to associate negotiations with the event until the event's inactive date is reached. click Cancel. 3. To use events. This takes you to the Manage Events page.1. On the Create Event page. Click "Event" under the Create area of Quick Links on the Negotiations Home page. To cancel an event. description. 2.2 What is a sourcing event? A sourcing event is group of related negotiations. To create a sourcing event: 1. Click OK. 3. You can then start associating negotiations with it. similar negotiations. You have the choice of canceling only the event or canceling the event and all negotiations associated with it as well. 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. and an inactive date. or promise date 2. To see event details. select the event and click "View Negotiations. 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. 4. you can associate negotiations with the event while creating the negotiation on the Create Header page. You may want to create a sourcing event if you need to monitor several related negotiations as a group rather than individually. Once the event is created. To manage a sourcing event: 1." Note that any draft negotiations associated with this event are not shown. Such costs could include service related costs such as training or consulting services. click the event number link. 2. Your event is opened as soon as it is created. You can continue associating negotiations with the event until its inactive date is reached. delivery location. you first create an event.4. enter a title. You may also want to create an event if you want to encourage respondents to participate in multiple. Page 91/209 .Oracle Sourcing Help Using price elements Price elements identify additional item costs beyond just price. To see the negotiations associated with the event.

in addition to your private ones. Invitation lists can be shared across the company. you may want to create a template that you can use each time you create a sourcing document. If you are assigned the Manage Attribute List job function. The public lists will be available for Sourcing buyers at your company.4.1. you can modify the description and inactive date. you can create and manage public Reusable Attribute Lists. have previously created. You can also move an inactive date backward although not prior to the current date/time.Oracle Sourcing Help 5.3 Are there any shortcuts available when creating a sourcing document? There are many ways you can streamline the creation of sourcing documents: Copying an existing document You can copy documents that you. you can also create and manage public templates in addition to your private ones. On the Edit Event page. you simply open the template and add to or edit details of the template as necessary. you can create attribute lists for use by all Sourcing buyers at your company. If you are assigned the Manage Sourcing Document Templates job function. If you are assigned the Manage Invitation List job function. Using Reusable Attribute Lists Attribute lists can streamline the document creation process while providing standardization for negotiation items. An attribute list is a grouping of attributes that are commonly used together to describe a good or service. Using spreadsheets Page 92/209 . Using document templates If many of the negotiations you create contain the same features. Using Reusable Invitation Lists You can create Reusable Invitation Lists containing names of suppliers who you frequently invite to your negotiations. 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. 2. 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. terms and conditions. item information. or any other users in your organization. When you create a document using a template. The details of the document such as the controls. To modify an event's information click Edit. This can help you standardize your business practice as well as speed up the negotiation creation process. The public document templates will be available for every Sourcing buyer at your company.

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

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

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

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

When you have completed your contract terms. 6. Select Validate from the Actions menu to verify the validity of the contract terms you are defining. See the Oracle Procurement Contracts online help for instructions on modifying clauses. This includes all the other tasks such as creating your header.4. You can add. specifying negotiation controls. The Create Lines page displays any lines AutoCreate created using requisitions in Oracle Purchasing and allows you to create additional lines if necessary. 3. Or you may need the name of a contact who can answer questions you have about the negotiation line. and then click the Details icon. you must correct them and validate again.1.Oracle Sourcing Help 2. 3. On the Create Contract Terms page. click the requisition number link to view detailed information on the line. 5.8 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. See the Oracle Procurement Contracts online help for information on using contract templates. you may wish to view the requisition line information for the lines that AutoCreate carried over from Oracle Purchasing. continue by either clicking Suppliers to define a supplier invitation list. delete or modify text. you may need to view the demand linked to a particular negotiation 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 . adding any additional lines. click the requisition number link. and possibly inviting suppliers. 5. For AutoCreated lines. Along the way. you can access it and continue creating your negotiation. 4. If you receive any error messages. Click Apply Template. For example. Once the new draft negotiation has been created. To view the backing requisition information during negotiation creation: 1. search for and select a contract template from the list of values. You can edit the clauses applied by the template as needed. or clicking Review to inspect the negotiation prior to publishing it. After you have created your header by adding a title (and adding/modifying any other information) clicks Lines in the top left navigation bar. 2. 2. On the Requisition Summary page. 4.

For the line whose requisition information you wish to view. 2.1. For example.1. Each member can be assigned specific tasks. Click the number link in the Line column. the quantity and unit of measure defaults to the values defined by your administrator and is display only. This includes the entire life of the sourcing document from the initial creation to the award process. Such tasks could include defining the item attributes. and some team members may be required to approve the final document before delivery to potential suppliers. buyers can nominate collaboration team members to participate in the creation and administration of the sourcing document. This takes you to the Requistion Detail page. 2.4. A category value may also appear if your administrator has defined a default category for that line type. click the number link in the Requisition column.9 What are amount based line types. Such activities can be negotiated by using amount based line types. If you select a line type that is amount based. click the Lines subtab. you can specify that an item is amount based by selecting an amount based Line Type value. The possible values are defined in Oracle Purchasing. you might need to negotiate training or consulting services. When you create a negotiation. 3. and creating document outcomes. inviting additional suppliers. Buyers can optionally grant full access to some team members while restricting others to read-only access. Page 98/209 .10 How do collaboration teams work? When creating a negotiation. 2.Oracle Sourcing Help o o o o o o Negotiation Order Shipment Receipt Invoice Payment To view the backing requisition information after the negotiation has been published: 1. From the negotiation summary page. awarding business to supplier. Access the negotiation. but more of a service or activity. 4. This takes you to the Requisition Summary page. and how are they used? Sometimes the item you need to negotiate is not a number of discrete units.4.

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

There are three possible security levels a buyer can select: Public The document can be viewed by any other buyers in the buying organization. 2.4.1. the creator's manager. the creator's manager.12 How do security levels work? Buyers creating sourcing documents can control visibility to the document by specifying a security level during the describe negotiation step. Global agreements: Page 100/209 . Other members can be selected as approvers of the document. Private The document can be viewed only by the creator.4. meaning they can view but not update the document throughout its lifecycle. This is in contrast to a regular blanket purchase agreement which can exist only within the realm of a single operating unit. and members of the document collaboration team (if any). See How do collaboration teams work? for more information on collaboration teams. 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. Also. Execution against global agreements can be performed by multiple local operating units. All members identified as approvers must approve the final version before the document can be published.13 What are global agreements.1. and how do I use them? Global agreements allow buying organizations to negotiate pricing and define agreements on behalf of a shared central environment.Oracle Sourcing Help If that member has been assigned a task. members of the document collaboration team (if any). Hierarchy The document can be viewed only by the creator. some collaborators can be defined as having read-only access. and the Security Hierarchy members defined in Oracle Purchasing for that document type. when the target date is. and if so. 2. selected members can be assigned specific tasks which they must complete. For example.

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

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

and click Go. select Online to continuing entering your line description online. The Description. Job Details. Page 103/209 . Create attributes as needed to solicit additional information for this line. Fixed-price temporary labor such as contractors. . To define a temporary labor. or click Load from Spreadsheet to upload a previously completed spreadsheet file containing all the line information 2.2. make sure you select a temporary labor. For temporary labor line types. ensure that you choose Blanket Purchase Agreement as the negotiation outcome for temporary labor line types. is a response to the price differential required) 7. 4. rate-based line type. or consulting services.2. General services fixed-price lines use a negotiation outcome of standard purchase order. 8. Specify how price differentials are to be used within the negotiation (for example. rate-based line: 1.3 How do I define services related lines? Services related line types allow you to negotiate on labor contracts. 3. 2. temporary administrators. and specify the differential associated with this price type. You can include services-related lines with regular amount-based and goods-based lines. if appropriate. Unit of Measure and Category will default according to the Job you select. vacation). Select the price type (for example. 9. Enter values in your price fields if necessary. Enter your price breaks including Price Differentials. 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. maintenance services.2 What kind of services can I negotiate for? If Oracle Services Procurement is installed and licensed. make sure you select the Global Agreement checkbox. click Select Price Break Settings and ensure it is not set to None. The charge for this type of service is based on a flat amount for the service provided. you can create documents that negotiate for many different types of services. There is a fixed amount limit attached to the service.Oracle Sourcing Help 2. On the Lines: Create Line page. Also. Fixed-price services such as corporate accounting services. From the Add Line menu on the Create Lines page. 6. The charge for this type of service is based on hourly rates per person. Search and select a job from the Job menu. If you need to specify price breaks. 5.

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

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

4. 6. Negotiations in which you are participating appear under Your Negotiations at a Glance.3. 2. enter the name or contact of the surrogate supplier in the Supplier field and click Go. If you do not see your negotiation.2 How do I monitor the negotiations I have created? Access the negotiation you wish to monitor. select Create Surrogate Quote/Bid from the Actions menu. and then click View Response History to see information on responses to this negotiation.3. Continue from the Terms and Conditions page with regular a response if terms and conditions are required. Click the Responses number to access the Details page for the negotiation. 7. You also search for all open negotiations to which you have access. 2. On the negotiation summary page. click Full List. Select a contact for the supplier and click Create Surrogate Bid/Quote. To place a surrogate bid on behalf of a supplier: 1. It is when the buyer receives the offline copy of the response or when the supplier mails/faxes the response.Oracle Sourcing Help Note that the Your Negotiations at a Glance section shows a limited number of entries based on time remaining. 5. To see the complete list of negotiations you created. access the negotiation in which you wish to bid by clicking its number. you can either Select View Response History from the Actions menu and click Go. 2. Clicking the number of your negotiation takes you to the negotiation summary page. From the negotiations summary page. Click the negotiation number to access the negotiation summary page where you can see information on the negotiation. On the Create Surrogate Bid/Quote: Select Supplier and Contact page. You can also use the Graphical Monitor to view and compare responses to your negotiation. Oracle Sourcing buyers can place surrogate bids on behalf of such suppliers. enter the Bid/Quote Received Time. Page 106/209 . On the Create Bid/Create Quote page. Once the buyer has received all the bid/quote information. and click Go. click Full List. 3. From the Negotiations Home page. Sign on to Oracle Sourcing with Sourcing Super User responsibility. a surrogate bid can be entered into the negotiation.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.

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

click the negotiation number for the negotiation to access the Negotiation Summary page. If there are any attachments. This is useful if you have received a large number of responses and want to compare them offline. You can download bids whether the negotiation is open or closed. Each response is identified by its response number. you can view them by clicking the icon in the Notes/Attachment row. On the Export Quotes/Bids to Spreadsheet page. To download responses: 1. the chart will show the total price calculated by combining all the responses to the price elements. You can pause your cursor over each section of the bar to see the exact response value to that segment. select Export Quotes/Bids from the Action menu. 2.6 How do I download the responses I have received? You can download all the bids and quotes you receive for a negotiation into a spreadsheet for offline viewing. you should also download the Instructions file. 4. The Attribute Group Scores chart compares competing responses in terms of attribute group totals. If you have never used spreadsheet files before. You can display these charts by clicking the triangular icon labeled Show Chart. The Analyze Line: Compare Quotes/Compare Bids page displays a sideby-side comparison of the response details for all responses you chose to compare. Save the file. Open the file and complete it according to the directions in the Instruction file. You can use an Excel spreadsheet file or a text spreadsheet file. You can also update the spreadsheet with your award decisions and then upload it to identify winning responses. 5. Note that there may be two other charts available on the page depending on how you defined your negotiation attributes. The Price Analysis chart compares the calculated line prices offered by the responses. Page 108/209 . From the Your Negotiations at a Glance section. Save the file to a convenient location. 2. On the Negotiation Summary page. These charts compare different aspects of the responses.3. select the type of spreadsheet you wish to down load. 3. there will be only one segment for each graph with that segment comparing simply the price. If you did not use price elements in your negotiation.Oracle Sourcing Help 6. If you defined price elements to be included in your price calculation.

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

4. You then set up two quantity-based price breaks. Your suppliers respond to your negotiation specifying their responses to your price breaks.htm file) to process the spreadsheet. and how do I use them? Price breaks allow you to negotiate line prices with your supplier based on characteristics of your order. you can define as many price breaks as are appropriate.8 What are price breaks. Download and save the file. Open the file up and use the instructions in the readme file (the . From the negotiation summary page for this negotiation. Click Export.Oracle Sourcing Help Scoring negotiations to determine the best overall total cost. As long as you have not closed the negotiation. You can then enter different assumptions into the system and have it calculate which response is the best. To download responses via spreadsheet for analysis: You can use the spreadsheet download feature to perform many tasks offline. For example. you can download a spreadsheet with which to make award decisions. On the Analyze by Spreadsheet page. or by a certain deadline. You specify 20$ as your start or base price. The AutoAward Recommendation page displays the response(s) that AutoAward has decided best fit the negotiation requirements. Or you may be willing to pay more per unit if your supplier can ship the order to a special location. select View AutoAward. Your level 1 price break Your offered price $20 Supplier Response $19 1's Supplier Response $19 Page 110/209 2's . select: which type of files to download. You can use AutoAward to quickly generate a benchmark against which other ranking methods and scenarios can be compared. The first offers a price of 19$ per unit if buying more than 100. you may expect to receive a discount from your supplier if you buy a large quantity of units. 5. Example: Assume you are purchasing PC keyboards. For these price breaks. you can use the spreadsheet download feature to export the response information for analysis offline. and you may specify several quantity levels and the prices you are willing to pay at each. 1. For each (non-amount-based) line in your negotiation. 2. 2. On he negotiations summary page. you receive the responses shown in the table below. 3.3. Once the negotiation is closed. The second offers a price of $18 a unit if purchasing over 500. select Analyze by Spreadsheet from the Actions menu and click Go.

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

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

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

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

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

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

Possible Description Modifications *Title/Style You can give your negotiation a new name and change the negotiation style. . 2. 2. From the Results: Negotiations display. 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. After the RFI. 3.14 How do I initiate a new round of responding? After your RFI. Security Level You can change the level of security on the negotiation. On the Negotiations Home page. You must either wait until the negotiation reaches its close date and time. or auction has closed. you can initiate a new round of responding from the negotiations summary page: 1.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. or you must manually close it early.Select Start New Round from the Actions menu and click Go. you have the option of downloading only responses from shortlisted suppliers. You can Page 117/209 . 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. select a negotiation by clicking its Number link under the Your Negotiations at a Glance section. or auction has closed. update your negotiation's header details as appropriate (*indicates a field that must be entered prior to the new responding round). 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. On the Create New Round: Header page. To initiate a new round of responding: You can only initiate a new round of responding after the current round has closed. You can also enter search values in the Search Negotiations fields to search for a negotiation. RFQ. none of the previous responses submitted are available for awarding. After you initiate a new round of responding.

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

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

Note that you cannot manually close an auction after its first AutoExtension has been triggered. enter the new date and time you want to close the negotiation or choose to close it immediately.3. Under the Your Negotiations at a Glance section of the Negotiations Home page. 2. Page 120/209 . In any of these cases. 3.15 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. This note is included in the notification that will be sent. you may wish to simply cancel the negotiation. Respondents are notified that the sourcing document has been amended and are required to review their previous response and resubmit it in accordance with the amendment. click the negotiation number for the negotiation you wish to cancel. Under the Your Negotiations at a Glance section of the Negotiations Home page. Click Apply. 5. select the Cancel RFQ/Cancel Auction option from the Actions menu and click Go. enter a note to your suppliers.3.Oracle Sourcing Help 2. 2. On the Cancel page. Also the line requirements have changed. there may have been too few responses. Amendments can be created anytime after the preview date/time (or open date/time. 3. click the negotiation number for the negotiation you wish to close. The system notifies all the invitees and participants of the cancellation.3.16 How do I cancel a negotiation? Sometimes. For example. select the Close Early option from the Actions menu and click Go. 4. the buyer can update information defined in the document if necessary.17 How do I create an amendment to a negotiation? After publishing a negotiation. you can enter a text note to participants explaining why you are canceling the negotiation. or the terms of the responses are not acceptable. Click Apply. To close your negotiation early: 1. On the negotiation summary page. click Full List. On the negotiation summary page. If desired. 4. 2. On the Close Early page. 1. If you do not see the negotiation. This update is called an amendment. 2. if no preview date/time was specified) and before the close date/time. or the items are no longer needed. the responses to your negotiation do not meet your needs.

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

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

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

There is an entry for each supplier who has placed a quote/bid in the negotiation.4. You can accept and use the decisions generated by the AutoAward feature. other users from your company who have the appropriate function security can also unlock and unseal your RFQ/auction. Select Unseal from the Actions menu and click Go.Oracle Sourcing Help 2. an RFQ/auction cannot be awarded until it is unlocked. you can make your award decisions. 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).4.2 How do I unlock and unseal a sealed RFQ or auction? In a sealed RFQ or auction the buyer cannot see the bids until the RFQ/auction is unlocked. 2.3 What are the different methods I can use when performing awards? Once you have closed your negotiation and analyzed the responses you received. In addition.4. respondents in the RFQ or auction cannot see other quotes/bids until the buyer also unseals the RFQ/auction (although the identity of other suppliers is revealed to the suppliers in an auction).1 How do I view the responses I have received? 1.4 Awarding Negotiations 2. 4. Close the negotiation if it is still open. On the Confirmation page. 3. select View Quote/Bid History from the Actions menu and click Go. The resulting page shows details about the response. 2. Note: You will always be able to unlock and unseal an RFQ/auction you have created. You can award an individual line to a single supplier. click the negotiation number link of the negotiation you wish to see. Page 124/209 . 2. To see details about a particular response. click "Return to Negotiation Summary. From the Your Negotiations at a Glance section of the Negotiations Home page. To unlock and unseal an RFQ/auction: 1. Additionally. On the negotiation summary page. The Quote/Bid History page displays the responses the negotiation has received. An RFQ/auction can only be unlocked and unsealed after it is closed. click the number link in the Quote/Bid column. 2." 4. On the negotiations summary page. In addition. You can divide an individual line among multiple suppliers. select Unlock from the Actions menu and click Go. 3.

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

Oracle Sourcing Help Page 126/209 .

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

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

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

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

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

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

Page 136/209 . specify the start and end effective dates. On the Complete Award page. On the Confirmation page. you can use an Acceptance Level value of Document and Signature to perform contract binding. In you are creating a blanket purchasing agreement. See What is contract binding? for more information. 5. On the Create Purchase Order page. 4. you can choose whether or not to create a purchase order document.12 How do I generate a purchase order document? Once you have saved your award decisions. 4. so you may wish not to notify suppliers until a later date when the purchase document is fully approved). On the award Confirmation page. Click Submit. click Create Purchase Order to access the Create Purchase Order page (note that you can also access this page by selecting Create Purchase Order from the Actions menu). 2. click Initiate Approval to begin approval for this purchasing document. The Confirmation page informs you that the award is complete. To generate a purchase order document: 1. you return to the negotiation summary page to complete the award process and generate a purchase order document. On the Review and Submit Complete Award page. You can also choose whether to immediately notify the winning suppliers of their awards (your purchase order document may need to go through an approval process. You can see you award information by clicking the link under the Details column (or by clicking "Show All Details"). 3. you can obtain information on the supplier to whom you awarded business. To complete the award process: 1. click Submit if you wish to complete the award process. If Oracle Procurement Contracts is installed and licensed. Select Complete Award from the Actions menu and click Go. 6. click the link to return to the negotiation summary page.Oracle Sourcing Help 2. 2. 3.4. Choose an Acceptance Level from the drop-down menu. If you have an approval procedure set up in Oracle Purchasing. 5.

2. This option uses Workflow notifications to obtain signatures online. use the search tips below. Suppliers can use iSupplier Portal to accept the document or can request that you enter acceptance on their behalf. or finding reusable invitation lists to apply when creating a negotiation. Document Only Suppliers are required to accept the entire document.Oracle Sourcing Help 2. you are sent a notification requesting your acceptance as well.5 2. Some examples include searching for negotiations in which to participate. you can require that the supplier sign and accept the document. Page 137/209 .5. You can optionally indicate whether acceptance is required for the resulting purchase order document.4.13 What is contract binding? If Oracle Procurement Contracts is implemented. In most cases when specifying a search value. you have the choice of four levels: None No acceptance is required. If you require acceptance. Once the negotiation is closed for responses. When you are creating the purchase order 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. A notification is sent to the supplier requesting a signature to indicate acceptance after the purchase order is approved by any internal approvers. To save time and perform accurate searches. it is ready for execution. If the supplier accepts the document. Once both you and the supplier have accepted the purchase document. Document or Shipment Supplier can accept the document or individual lines.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. Searches are conducted using a search criteria and one of that criteria's search value. Document and Signature You and the supplier must sign the document to indicate acceptance. you can award business to selected suppliers and subsequently initiate the purchase order/contract creation. you can use the wild card (%) as necessary The search process varies depending on what you are searching for.

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

To search for and manage a draft negotiation: 1. approved or new). o o On the Search and Select: Suppliers page Page 139/209 . o You can search the Approved Supplier List to identify suppliers who sell a particular item or commodity.Oracle Sourcing Help When entering values. 5.5. Scroll through the Results: Negotiations display until you find the correct negotiation. If the draft is locked. You can use % as a wild card value 3. On the Manage Draft Negotiations page. for example. 2. and proximity to open date (specified as the number of days outstanding). Enter your search values.4 Searching for suppliers: When creating a negotiation. click Go. and click Go. 2. You can search on negotiation number. Select the draft and continue processing. minority-owned or small business. You will also search for suppliers to add them to reusable invitation lists and/or negotiation templates. 2. You can identify the suppliers you wish to notify by searching information in the Approved Supplier List. you can send invitation notifications to particular suppliers inviting them to participate in the negotiation. Click Review and Submit to publish the draft. click Unlock to access it.1. 4.5. you can use % as a wildcard. Click "Responses" to go to the negotiation History page where you can see information on current responses. 2. negotiation title. select a search type from the menu. Click Edit to update the draft. negotiation creator.1. Click the Number link to go to the negotiation summary page where you can see information on the negotiation. When you are finished. as well as information provided by the supplier company itself. Scroll through the Results display until you see the target draft. You can also search the Approved Supplier list for suppliers of a particular status (for example. You can search the Supplier Master to identify suppliers who meet certain criteria. the Supplier Master. You can search both the Approved Supplier List and the Supplier Master at the same time. Click the Manage quick link under Drafts on the Negotiations Home page.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.

Click the Select button or the Quick Select icon. With amount-based items. For goods-based items. you can search and specify a category value but cannot specify an item value. you can search by either the Category name or by words contained in the Category Description. select the supplier(s) and click Invite. Enter as many search values as are needed to efficiently qualify your supplier search. 3. How you search depends on whether the line type for your item is amount-based or goods-based. To search by Supplier Business Classifications. 1. From the Results: Suppliers display. select the correct item and click Select.5 Searching for lines and categories While creating your negotiation. If you wish to see all suppliers who provide a particular commodity. 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. On the Search and Select: Inventory Item page. 1. enter appropriate search values search values. click Show Approved Supplier List Criteria and select the attribute values by which you wish to search. From the Search Results display. 2.1. 3. you can search and specify an item value. enter a search value for either the item name or a word in the item description. Click Go. click Search. Scroll through the Search Results display and select the correct category. To search the Approved Supplier List Criteria.5. Click the flashlight icon next to the Category field. After you have entered your search values. Click the flashlight next to the Item field.Oracle Sourcing Help 1. enter a full or partial supplier name. You must also specify the category to which the item belongs. The category value defaults according to the item you select. 2. On the Search and Select: Category page. If you know the name of the supplier you wish to invite. Page 140/209 . use the flashlight to search and select commodity or item. Select the type of search from the drop down menu. 2. click Show Business Classifications and select the attribute values by which you wish to search. 2. You are returned to the create page with the category value inserted in the Category field. you must identify item(s) on which you wish to negotiate. and click Go.

To search for and select a different address: 1. Click Go. select the list and click the appropriate links or buttons to process the list if necessary and to apply it to your negotiation. For example. such as the percent sign (%). Click the flashlight icon next to the address field. you can search using multiple criteria. a search on b% returns both Beijing and Brussels. most lists allow you to search by the list name and/or words in the list description.Oracle Sourcing Help 2. click the link to apply a predefined list. enter a search value in the Search field and click Go. a partial name. In some cases. The Search Results display shows all addresses that matched your search criteria.7 Searching for lists When creating a negotiation. To search and apply a list: 1. For example. Enter as many search values as required to efficiently qualify your search. Find the correct address and click Select.5. Additionally. you may need to change the default to a different address.5. use a wildcard. You are returned to the negotiation creation page with your new address appearing in the address field. a search on br% returns only Brussels. The search value can be an address name. a search on %Boston might return North Boston as a billing address. If you do not know the beginning of the name. Page 141/209 .1. For each list. 3. you can search for all price element lists that contain a particular price element. 2. or the search wildcard. you can search for all lists that contain a particular list entry. %. For example. however. 2. Such lists include lists of item attributes or price elements. From the Search Results display. 2. This includes addresses such as Bill-To and Ship-To. On the Search and Select page. On the negotiation creation page.6 Searching for addresses: While creating negotiations. there are many predefined lists which you can apply to your negotiation to save time and standardize your sourcing practices. many attributes default according to the organization you select. 3.1. The system performs a begins with search using any search values you entered.

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

If Current Price is not available.Oracle Sourcing Help 4.2.1.type (bid or quote).1 Awards by Supplier report What are the Awards by Supplier report? The Awards by Supplier report displays a summary of all awards made by the buyer to supplier(s).1 Introduction to Sourcing Intelligence What is Sourcing Intelligence? Sourcing Intelligence provides all the analytic and transactional reporting for your Sourcing application. You can sort the report by clicking on the any of the underlined column headings.2 What are the Sourcing Intelligence reports I can generate? You can generate any of the following Sourcing Intelligence reports: 4.1 4. To run the Awards by Supplier report. View summary reports that allow additional details.1. Sourcing Intelligence promotes the increased efficiency by enabling visibility and analysis of system transactions. savings is zero. Savings is calculated by taking the difference between Current Price and Award Price and multiplying it by the Award Quantity. Sourcing Buyer Intelligence Reports 4. 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. Identify potential savings opportunities.1. see "How do I run the reports?" Notes: Note the following when generating and evaluating report information o o o Any report displaying calculated amounts does not include any RFI amounts. You can view the reports online. the report shows the total amount generated by each sourcing transaction. as well as the total amount awarded to this supplier. See "How do I export report data to a spreadsheet?" 4. Page 143/209 . For each supplier. As buyers and suppliers collaborate on procurement-related activities both price savings and efficiencies occur as a result of the increased amount of information flowing through the system. You can use Sourcing Intelligence to: Track trends of purchases over time. Identify negotiation opportunities. Amounts do not include lines where award quantity and award amount are unspecified.

or All Outcomes.1.1. The report is sorted by category.2. 4. Any report displaying calculated amounts does not include any RFI amounts. Note the following when generating and evaluating report information: When entering a category search parameter.2.1. To run the Savings by Category report. see. savings is zero.2. select Standard Purchase Order. Blanket Purchase Agreement.1.2 Savings by Category report What is the Savings by Category report? The Savings by Category report displays your total savings broken down by item category. 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. you can generate a Savings by Item (Section 7. Once you have generated a Savings by Category report.Oracle Sourcing Help 4. Page 144/209 . You can view the supporting awarded bid by clicking the Auction number or Bid number.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. Savings is calculated by taking the difference between Current Price and Award Price and multiplying the difference by the Award Quantity. the report reflects only the system-hosted catalog item categories. If Current Price is not available. Amounts do not include lines where award quantity and award amount are unspecified. Amounts do not include lines where award quantity and award amount are unspedified.1) report for the items listed. with the category with the highest productive award appearing first. To run the Awarded Bids Detail report.3.1 "How do I run the reports?" Notes: Note the following when generating and evaluating report information: o o o o When entering a category search parameter. the report reflects only the system-hosted catalog item categories.

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

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

see "How do I run the reports?" Page 147/209 . On the Negotiations Home page. In the spreadsheet. Currency Select the currency of interest. 3. you can export the report data to a spreadsheet. The Sourcing Reports page displays information on the reports in the system. if desired.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 4.2. click Show Chart (if available) for a graphical representation of the report. To run the Awards by Supplier report.) An asterisk (*) indicates a required field: o *From and Through Date Enter a date range for extracting and summarizing transactions. only transactions for that selected currency are displayed. It also gives a breakdown by negotiation type of the total amount of money transacted. Click Export to Spreadsheet to download the report. click the Reports tab. (Not all reports have all of the following search criteria. See "How do I export report data to a spreadsheet?" 4. For each supplier. 2.Oracle Sourcing Help To view transactions in all currencies: When you view transactions for a selected currency in a report. transactions for all currencies. 5.1. are displayed. the report defaults to your functional currency.3. Once the report displays. Suppliers (if available) Select the suppliers of interest using the search icon next to the field. o o Category (if available) Select the category of interest using the search icon next to the field. as well as the total amount awarded to this supplier. and click Go. 4. including the selected currency and the currency code. Click the link for the report you want to run. if you want to view all transactions completed in all currencies. You can sort the report by clicking on the any of the underlined column headings.1 How do I run reports? 1. Enter any search criteria into the appropriate fields. If left blank. However.2 Intelligence Reports 4. the report shows the total amount generated by each sourcing transaction type (bid or quote).

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

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

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

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

or quote). shipping and billing information. 3.2. the response controls. pricing. price elements. The Notes and Attachments section displays any text messages from the buyer and any attached files. To respond to a negotiation you must: 1. This includes such information as the time the negotiation. use the Search Negotiations fields to access the Active Negotiations page. Alternatively. 2. (See section 5. If the item has attributes.1 “How do I monitor negotiations to which I've responded”).6 “How do I submit a response online”).1.4.4 How do I view the details of a negotiation before placing a response? 1. detailed item information.1. (See Section 5.1. Attachments can be viewed by clicking the paperclip icon. Find a negotiation in which to participate (See Section 2.3 How do I respond to a negotiation? Suppliers can respond to public negotiations and private negotiations to which they have been invited. click the negotiation number to access the Negotiation Summary page for the negotiation in which you are interested. Monitor the action in the negotiation in which you are participating. Page 152/209 . 5.1 “How do I access negotiations”). Under Open Invitations.Oracle Sourcing Help Creating and managing sourcing events Updating profile information Viewing award decisions Updating profile information 5. Submit your response (bid. 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. or price breaks associated with it. The Negotiation Summary page displays all the current information for this negotiation. 2. Click the negotiation number to access the Negotiation Summary page. you can view information on the item attributes by clicking the "View" link under the Details column.

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

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

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

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

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

3. you see any notes and attachments assigned by the buyer to the line. Notes and attachments can be assigned to the negotiation header or the negotiation lines. 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. The buyer can use the note text box for short communications or use attachments for larger amounts of information. search for an open negotiation by selecting a search criteria. click that line's number link. 2. Page 158/209 . there will be two attachments for each line. When you respond to a negotiation that includes item attributes and/or price elements. To see the detail information for each line. The first attachment is the requisition header attachment. Price elements identify additional costs associated with an item which need to be negotiated in addition to the item price. Click the Lines subtab to see details of the negotiation lines. click the negotiation number link under Your Company's Open Invitiations to view negotiations to which you have been invited. the page displays the negotiation header information. you can view these specific item details (if allowed by the buyer) and enter additional values to target your response. From this page you can continue placing a response. 5. From the Negotiations Home page. To view the notes and attachments: 1.1. Click the negotiation number link to display the negotiation summary page. 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.Oracle Sourcing Help 5.1.8 How do I use item attributes and price elements when responding to a negotiation? When creating a new negotiation. 5. providing a search value and clicking Go. click Return to Negotiations to return to the negotiation summary page. a buyer can add item attributes and/or price elements to any item(s) in the negotiation.7 How do I view the attachments associated with the negotiation to which I am responding? In addition to the typical negotiation information. On the Line: page. By default. 4. The second attachment is the line attachment. on occasion the buyer may need to communicate or request additional information such as specialized requirements. Once you have viewed all your attachments.

and 2) the details that a negotiation participant should provide when entering a response for that item. Using price elements allows you to target additional costs related to a particular negotiation item. 5. Locate an open auction in which you'd like to bid. you can set your responses apart from your competitors' responses and enable buyers to make better-informed award decisions. then click Go. your responses to an item's attributes are scored and weighted to allow the buyer to make more informed decisions.9 What is AutoRefresh? AutoRefresh enables you to continuously monitor the bidding in an auction before or after you submit a bid. Such costs can include discrete charges such as import duties or activities such consulting or training costs. If you want to display only those auction items that are included in a specific category. By providing item details and specifications in item attribute fields. click AutoRefresh On. On the Create Bid page. select the category from the View menu. 5. you can adjust the AutoRefresh interval setting to change the length of time between page refreshes. 3. and Lose for any item on which you have been outbid. 2. Item attributes also allow you to provide more information and details when entering responses. you can proxy bid on some items and bid manually on others. Click Create Bid to deactivate AutoRefresh and place a bid on the auction. In an auction that includes more than one item. 5. In Multi-Attribute Weighted Scoring negotiations. On the AutoRefresh page.1. They define 1) unique specifications that are set for a negotiation item.10 What is proxy bidding and how does it work? By activating proxy bidding. 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. Select the auction and click Respond. 4. 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. The AutoRefresh page updates the current best bid price and your bid status for each item in the auction. Page 159/209 . You cannot proxy bid on any items that have price elements.Oracle Sourcing Help Item attributes provide extra information about a negotiation item. To activate AutoRefresh: 1. Win for any item on which you have the current best bid price.

Oracle Sourcing Help To activate proxy bidding: When you place a bid on an auction.75. and a $3. Use numbers. Discontinue bidding on the item Page 160/209 . you can proxy bid on all or selected items. you can cancel your proxy bid and submit a new bid with the updated proxy information. If the bidding on an auction item in which your proxy bidding drops below your proxy bid minimum amount.300 on your behalf. for example. if you have submitted a $3. Your proxy bid decrement amount will be applied to the current winning bid in the auction. You can also change the proxy bid minimum amounts. 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. You can then do any of the following: Enable another round of proxy bidding for the item Enter new proxy bid information. Note: After you have submitted your proxy minimum bid amount. you can enter your proxy bid information in the appropriate fields on the Create Bid page. Proxy Minimum Bid You must enter the lowest price you are willing to proxy bid for any auction item. not your own current bid. you cannot change this amount unless the minimum amount is met in the auction bidding or you cancel the proxy bidding on the item. Whenever your bid price is exceeded by a competing bid price. For example. automatic proxy bidding is discontinued.500 bid in an auction with a proxy bid decrement amount of $100.400 bid is subsequently submitted. 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). Proxy Bid Decrement You must enter the exact amount by which you want each of your proxy bids to decrease. You cannot enter different proxy bid decrement amounts for each item. Then submit the bid as normal. When bidding on an auction that contains more than one item. Bid manually on the itemContinue bidding on the item by submitting bids manually. you must provide the following information: Note: If at any time you wish to change your proxy bid information. Enter your proxy bid decrement amount. You can change your proxy bid decrement if all items on the bid do not have proxy enabled. 10. To submit a proxy bid for any auction item. the system will continue to automatically rebid (by the proxy bid decrement amount you specify) until your proxy minimum bid price is met.

Select the items for which you wish to disable proxy bidding. Usually. The bidder specifies the amount of the price decrement (expressed as a percentage or a flat price reduction) and the minimum price to offer. On the Rebid page. the bidder may wish to update the non-price related information to improve the price to total score ratio.Oracle Sourcing Help 5. Or in a multiattribute weighted negotiation.1. 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. the promise date offered by the bidder may need to be updated due to unforeseen situations at the time the proxy was begun. 5. Click Create Bid to create a new bid.1. To cancel proxy bidding. all of your bids (losing and winning) in an auction are improved by the percentage you enter in the Power Bid field. Page 161/209 . click Cancel Proxy at the bottom of the page. Cancelling proxy bidding In most cases.11 How do I turn off proxy bidding? Proxy bidding allows a bidder to have the system automatically rebid whenever a competing bid is received. 1. click Create Bid. once proxy bidding has been initiated. When you use power bid. 3. When the Rebid page appears. For example. To view the details of your current bid. continue entering your new bid information (including new proxy specifications if desired). click the Response number link. Once enabled. In both these cases. 2. 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. proxy bidding in suspended. However. The Cancel Proxy Bidding page shows all line items for which you have proxy bidding enabled. and click Cancel All Proxies. Once you have placed a bid using proxy bidding.12 What is power bid? Power bid allows you to expedite your rebidding when you have bid on several items in the same auction. To continue placing a new bid. there may be certain instances in which the bidder needs to end proxy bidding early. you can monitor its progress by locating the negotiation number under Your Active and Draft Responses section of the Negotiations Home page. At this point. the system will continue to rebid at lower prices until the bidder's minimum bid price is reached. this happens when the bidder needs to update bid information.

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

you will need to respond to that item again. On the Review Quote/Bid page.1.Oracle Sourcing Help 7. On the Rebid/Requote page. Click the response link to access the Details page. Access the negotiation on which you wish to rebid. 8. or the invitation lists. notifications are sent to the original and any newly added participants.1.15 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. If the buyer has updated an item for the new round. you can respond with your new Quote/Bid.14 How do I rebid on an RFQ or auction? 1. There are several reasons why this might happen. 5. On the negotiation Details page. After you have located the negotiation in which you wish to participate. 3. you can easily identify the updated information by clicking View New Round Summary. The system will validate the response information you entered in your spreadsheet. If the item is unchanged from the previous round. 4. your prior response is carried over to the new round. The Multi-Round Modifications Summary page shows you negotiation information that has been updated since the previous round. click Submit. Once you have displayed the new negotiation. 5. 9. The Bid Confirmation/Quote Confirmation page displays your bid number. the initial round might have been simply for information gathering purposes. enter your new bid information and click Continue. Browse to the location where you saved your spreadsheet file. or the buyer may decide to change negotiation criteria such as terms and conditions. Quote/Bid controls. You respond to a second-round negotiation the same way as to the initial negotiation. If you need to make changes. If the negotiation is an RFQ. 2. Once the buyer has published the updated RFQ/Auction. Click Import. you can continue placing your re Page 163/209 . If correct. Click Submit. Verify the details of your quote or bid. check your response information. use your Back button. After you have analyzed the updated negotiation information. click Create Quote/Bid.

2. you must have reviewed all the amendments and placed a response to the latest one. 3. click Accept. Such updates are called amendments. you must review and acknowledge each one. Review the negotiation's terms and conditions. 5. then continue entering your response. Search for the negotiation.Oracle Sourcing Help 5. you will only be able to respond to the amended version. If you placed a response before the amendment was made. If you do not accept the negotiation's terms and conditions. You will not be allowed to enter a response in the negotiation. Select the negotiation and click Respond. 4. click the checkbox and then click Acknowledge. review the document information. Once a document has been amended. 6.16 Why would a negotiation have special terms and conditions? Your buying company can include customized terms and conditions that govern its negotiations. Once you have acknowledged all the amendments. click Cancel. Page 164/209 . the buyer may need to update some of the information defined in the sourcing document. To respond to a negotiation that was amended after your first response: 1. you must review and acknowledge the amendments and place a new response. the next time you access the system the status of your initial response will have been changed to Resubmission Required in the Your Active and Draft Responses section of the Negotiations Home page. On the Acknowledge Amendment page.1.17 How do I respond to an amendment to a sourcing document? After publishing a negotiation. When you respond to such a negotiation.1. If there are multiple amendments. these terms and conditions are presented before you enter the details of your response. Click Yes. To respond to a negotiation that was amended before your first response: If the amendment was made prior to your first access. You are informed that the negotiation has amendments and are prompted to acknowledge them. you can continue to respond to the negotiation normally. 5. 1. To be eligible for an award decision.

Click "View Amendment History" to see the changes made to the original negotiation. The amended versions are suffixed with an incrementing counter. or click the Review Changes icon to see what information changed between a version and its prior version. If there is an X icon in the Alert column. Contract terms are displayed in the Contract Terms section of the page.Oracle Sourcing Help 2. you must acknowledge that you have viewed the amendment and placed a new response. 8. they will be listed in the Deliverables section. The Review Changes page identifies the information that has changed. Page 165/209 . you can place a new response on the negotiation. 6. there may be deliverables to which you must respond. You can toggle between the current version and its prior version using the buttons. Click Acknowledge Amendment. 3. Click the suffixed number links to see the different versions of the sourcing document. The Amendment History page has entries for the original negotiation and any subsequently amended versions. and then click the checkbox acknowledging you have reviewed the amendment. 1.18 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. the responsible party failed to perform the deliverable. 4. Each deliverable has a due date. On the Acknowledge Amendment page. To be considered for an award decision. Click Acknowledge. 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. Review the information. 5. Once you have acknowledged all the amendments. If there is an exclamation point icon in the Alert column. If Oracle Procurement Contracts is implemented by the buying organization.1. You use the Create Response page to enter your response to the buyer's negotiation. you are presented the first amendment. The currently active version has the highest number and is the first entry in the table. which you must review and acknowledge. The negotiation summary page shows the original version of the negotiation. Once you have completed the tasks outlined in the deliverable. 2. You are presented any additional amendments. and you must respond to these deliverables before their dates expire. you respond to the deliverable and update its status. 7. Click the negotiation number link to view the original negotiation and its updates. This includes responses to any contract terms the buyer has defined. Click the Update icon. the due date for completion of that deliverable has passed and that deliverable is late. 5. If there are deliverables. 9.

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

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

the promise date offered by the bidder may need to be updated due to unforeseen situations at the time the proxy was begun. At this point. there may be certain instances in which the bidder needs to end proxy bidding early. However. Page 172/209 . The bidder specifies the amount of the price decrement (expressed as a percentage or a flat price reduction) and the minimum price to offer. Or in a multiattribute weighted negotiation. Note that the rules vary depending on the style of negotiation. proxy bidding in suspended. In both these cases.2. this happens when the bidder needs to update bid information. Usually.Oracle Sourcing Help Online Conversation Participants Messaging Capabilities The table below details the rules governing the messaging capabilities of the negotiation creator and the respondents. the bidder may wish to halt the proxy bidding to update bid information. the system will continue to rebid at lower prices until the bidder's minimum bid price is reached. the bidder may wish to update the non-price related information to improve the price to total score ratio. Negotiation Style Negotiation Respond to Creator Can Negotiation Respondents Can Respond to Creator only Creator only All respondents Open Negotiation One or more respondents Blind Negotiation One or more respondents Sealed Negotiation All respondents 5. Canceling proxy bidding In most cases.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. For example. once proxy bidding has been initiated. Once enabled. it can be allowed to run to conclusion.

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

Oracle Sourcing Help 7.3. If Current Price is not available. Page 196/209 . see Section 4. Amounts do not include lines where award quantity and award amount are unspedified. Savings is calculated by taking the difference between Current Price and Award Price and multiplying 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. as well as the total amount awarded to this supplier. Inc.1. Inc.1 «How do I run the reports?" Notes: Note the following when generating and evaluating report information o o o Any report displaying calculated amounts does not include any RFI amounts.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). the report shows the total amount generated by each sourcing transaction. You can sort the report by clicking on the any of the underlined column headings To run the Awards by Supplier report. 7. Appendix 7. savings is zero. Copyright 2000 Three D Graphics. For each supplier.1.type (bid or quote).

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

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

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

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

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

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

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

You return to the Price Elements page. Please see How do buyers and suppliers communicate while a negotiation is in progress? (See Section 2. When you have finished entering.how the cost for this price element is determined. On the Price Elements page. Status . click Done.a fixed amount for each unit of the item. 2.a fixed amount regardless of the number item units. enter information for the following fields: Code . From the Sourcing Welcome page. On the Create Price Element page.this name must be unique within all price element names. Per-Unit .a text description of the price element Pricing Basis .The default status is active. click the Auctions or the RFQs tab.Oracle Sourcing Help To create a reusable price element: 1. You can change the statue to Inactive to prevent the price element from being added to any negotiations. Fixed Amount . 7. select the language for which you are defining the price element. You can define the same price element to every language installed.4. Description . % of Item Price .8 Can suppliers communicate with each other while a negotiation is in process? This file has been obsolete. Click "Create Price Element." 5.9) Page 204/209 .a percentage of the final negotiated item price. 3.this code must be unique within all price element codes Price Element Name . Click "Price Elements" under Auction/RFQ Tools. 4. 6.

Prior to approval. Page 205/209 . Add the clauses to a contract template. Apply the contract template to a business document. 7. Unless protected. Non-Standard Clauses Non-standard clauses exist only in business documents.9. or you can leave the clauses in draft form. These templates can then be used to default clauses and deliverables on a contract. Approve the contract template. not in contract templates. After you apply the contract template to a business document. In order to make standard clauses available to be used in business documents. you must perform the following steps: 1. Clauses are drafted based on both business and statutory requirements.2 “About the Contract Terms Library”). at which point the clause becomes a non-standard clause. all the clauses in the contract template automatically become standard clauses in the business document. You can create templates that include both clauses and deliverables. the text of a standard clause in the business document can be changed. the contract template can contain both approved and draft clauses. or a standard clause that you edit and make non-standard. A non-standard clause is a clause that you create to add in directly into the business document. A contract template can consist of: o o o Clauses Variables Deliverables Note: The Deliverables functionality is currently supported only on contract templates with the Buy intent.9. You can create and modify standard clauses in the Library.Oracle Sourcing Help 7.1 About Clauses A standard clause is the legal or business language used to author a contract. 2. You can either approve clauses before adding them to the contract template.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. 3. Standard Clauses A standard clause is a clause defined in the Library (See Appendix 7.

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

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

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

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

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