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

.......... 108 2................. 114 2.........................................................10 How do collaboration teams work? ......10 Can I invite additional suppliers to a negotiation I've already created? .................................................................... 88 2...... 86 2.....4 Additional Creation Topics ..........................4...........4...............12 How do security levels work? ............... and how do I create and use them? ..4..........9 How do buyers and suppliers communicate while a negotiation is in progress? ........................... 105 2............3............ 95 2.........6 How do I copy a sourcing document?..... and how do I use them?.................... and how do I use them in my negotiation?... and how do I use them?........12 How do I change my auction's AutoExtend settings while the auction is in progress?...................4........... 112 2...... 117 Page 5/209 2.............. 91 2.....4...8 What are price breaks....... 96 2........... 97 2..........................................14 How do I initiate a new round of responding?...............................3..................................................................2........... 107 2..1......................................... 84 What are Reusable Price Element Lists.....................3............................................1......4....................1.................1.9 What are amount based line types.............................................7 What are price breaks...................................................................1 What are some negotiations strategies I can use? ...........4 What are contract terms and conditions.........................3... 96 2.......................1..........................4..................5 How do I use the Graphic Monitor to compare competing quotes or bids for a particular negotiation line?............................. 110 2.........5 2........................ and how do I use them?.8 How do I view the backing information for lines AutoCreated from Oracle Purchasing?.....7 What are contract terms and conditions..........3.................................................. 100 2........4.....5 How do I create a deliverable and use it in a negotiation document?.............................1.....1...........3.......3.........2 Using Oracle Services Procurement and Oracle Procurement Contracts..............2 How do I monitor the negotiations I have created? ...3 How do I respond on behalf of suppliers without Internet access?..............13 What is shortlisting and how do I use it? ..............1....................4..........3 Are there any shortcuts available when creating a sourcing document? ........ 106 2. 103 2........................... 98 2...6 How do I download the responses I have received? ................3.....................................................3...3....... 92 2........................... 115 2........ 100 2........... 105 2...................................1................................................4........... 114 2..................3.. 99 2....... 88 2..................3 How do I define services related lines?.........1 How do I create a deliverable and use it in a negotiation document?............................................................ 107 2........3. 103 2............1...4................................1............. 98 2...... 104 2................................1 How do I access negotiations? .............3.............11 How do I extend a negotiation that is in progress? .......................... 116 2.........2. and how do I use them in my negotiation?................ 84 2.....3............2 What kind of services can I negotiate for?......................4 What are Your Negotiations at a Glance?......1...13 What are global agreements................7 How do I analyze the responses I have received?.....................3......2....3.4...........................................................1.. 106 2..................6 .................... 109 2...... 102 2.............................2...................1.. and how are they used? ...3....4...........11 Who can participate as team members? ......3 Monitoring Negotiations.......... 102 2........2 What is a sourcing event? ...................................1.Oracle Sourcing Help How do I use price elements? ...........4 Can I create and save sourcing documents without submitting them? ....1..1....... 93 2.....

......3 Awarded Bids Detail report . 121 2....4 Awarded Quotes report ... 127 2................................18 How do I print information on my negotiation? ..............2..................... Sourcing Buyer Intelligence Reports............... 124 2.........3.............5................................................................................. 129 2...................4.............4....................1.......................................................1 Searching for your negotiations in which you are participating: ................................................................... 145 4.............. 147 4......4............2.................... 136 2........3.. 144 4................2 Searching for all negotiations to which you have access:............ 145 4............4........ 130 2.4.8 How do I allocate backing requisitions among awarded items? .................1...5....... 120 2........................... 145 What is the Awarded Quotes report? ..................7 Searching for lists.......1 How do I update my Sourcing personal options? ........... 120 2............ My Profile .................1..........19 How do I view the approval history for my negotiation? .........................................................4.........................4 Awarding Negotiations ..2 Intelligence Reports .........2.............1 What is the Awards by Supplier report? .............................2 Savings by Category report........3 How do I export data to a spreadsheet? .............................. 133 2....4 Searching for suppliers:......................5...1................................................4...........3.....20 How do I manage deliverables I have assigned to a negotiation?... 123 2.........4..........5 Searching............ 138 2......... 148 Page 6/209 2........1...........4....1... 143 4...................................Oracle Sourcing Help How do I close a negotiation before its scheduled close date and time?....5............................. 143 4.............5.................................................1.... 122 2.................................. 131 2............................... 137 2........3.............. 143 4......1 How do I run reports? ......................................................13 What is contract binding?.............. 133 2......................4.5.3 Searching for draft negotiations ........ 137 2.................... 147 4.......4.........4......................1.........5 How do I download the responses I have received? .............................................................. 138 2.....3........1 How do I search for information on Oracle Sourcing? ..... 128 2.. 139 2............ 143 4........ 120 2............. 144 4................................................ 140 2................................16 How do I cancel a negotiation?.....1 What is Sourcing Intelligence? .................. 147 4..5.....................................17 How do I create an amendment to a negotiation? .............. or auction? ..............11 Can I see information on my negotiations once I have completed awarding them? ......1 How do I view the responses I have received? ...................................3 What are the different methods I can use when performing awards? .1................................................. 137 2...........7 How do I use a spreadsheet to award negotiation items?..5 Searching for lines and categories....................1.................................... 124 2.........1.......................................... 139 2.......1............. 124 2......4 How do I award business in an RFQ or auction?. 142 4............................3.2......2 How do I unlock and unseal a sealed RFQ or auction? ..........6 Searching for addresses:..................................1 Introduction to Sourcing Intelligence.............1........................................................ 143 4.................5............... RFQ.......................6 How do I manually score header attributes? ....................1.................................4..............15 ............. 142 3...........10 What information is contained on the Award Summary page? ................ 144 What is the Awarded Bids Detail report? ..................1.....2..................................2 What are the Sourcing Intelligence reports I can generate?..................................1 Awards by Supplier report ........................... 141 2....... 141 3..............................................12 How do I generate a purchase order document? ...2............2 What is the Savings by Category report?............. 135 2..............3..9 How do I disqualify responses I receive for an RFI............. 124 2.............................

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

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

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

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

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

2. who might never meet face-to-face. Buyers use real-time interaction to obtain information on suppliers' products and services.2 Getting Started with Oracle Sourcing 1.7 “Can I accept responses in multiple currencies”) Multiple Language support Notes and Attachments (See Chapter 6. The four different types of sourcing documents available . requests for information (RFIs).2.1. Page 12/209 .6 “How do I copy a sourcing document”) Multiple Currency support (See Section 2.4.1. “How do I create and edit negotiation templates?”) and Copy features (See Section 2. and item-specific attributes.1 “How do I create an attribute list?”) Reusable Invitation Lists (See Section 2. but on lead times.1 What is Oracle Sourcing? Oracle Sourcing offers flexible negotiation capabilities to buyers and sellers.2 “Glossary”) Terms and Conditions enforcement (See Section 5. and buyer's auctions.1.1. Buyers can use the information obtained to subsequently conduct an RFQ or buyer's auction.4 “How do I create and edit a reusable invitation list”) Sourcing Template (See Section 2. can bypass intermediaries and establish relationships that might not have been possible using more traditional methods of buying and selling.Oracle Sourcing Help 1.16 “Why would a negotiation have special terms and conditions?”) RFIs Oracle Sourcing allows buyers to qualify a wide group of suppliers and their products and services using RFIs. and then use that information to create negotiations that drive prices based not only on price.requests for quotations (RFQs).1 Frequently Asked Questions: Oracle Sourcing 1. quantity. Prices are established based on actual supply and demand at the time the negotiation is transacted.3. enabling them to efficiently obtain the best possible prices for goods and services.1.2. Buyers and sellers. Common Functionality All sourcing document types have the following common functionality to simplify the negotiation creation process: Reusable Attribute Lists (See Appendix 7.1.2.2.1.

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

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

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

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

terms and conditions.7) 2. Page 17/209 .1.8) RFIs use item attributes to solicit item information from suppliers. or any other users in your organization.11) Buyers can Manual Extend (See manually extend Section 2.11) an RFQ or close an RFQ earlier Early Close (See Section than the 2. Manual Extend/Early Close (See Sections 2.1.4. The details of the document such as the controls.8) Extend/Early Close (See AutoExtend (See Section Section 2.1.1.1.10) Bidding (See Power Bidding (See Section 5.Oracle Sourcing Help Attribute Based Bidding (See Section 5.10) Price Elements Attribute Based Bidding (See Section (See Section 5. Convert to negotiation document (See Section 2.1.4.11) 2. Multiple Quotes The RFQ business process allows suppliers to submit a single quote per round.3.1.4.8) Section 5.1. submit Other Proxy Bidding (See Attribute Based Section 5.4. Bids buyer. have previously created.15) scheduled close Minimum Bid date.4.1. and invitation list are copied into a new document which you can edit if necessary. Multiple If allowed by bidders may multiple bids.8) 5.4.2) Information obtained during the RFI can be used to create a new negotiation document. item information. Decrement/Increment (See Section 2.3 What time saving functions are available to me when creating negotiations? There are many ways you can streamline the creation of sourcing documents: Copying an existing document You can copy documents that you.1.1.8) Price Elements (See Manual Section 5.2.7) 1.3.1.1.11/2.1.15) Buyers can manually extend an RFI or close an RFI earlier than the scheduled close date.11) Price Breaks (See Section Price Breaks (See Section 2.

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

6 What is attribute based negotiation and how can I use it? Attribute based negotiations enable buyers to define multiple item-specific characteristics. 1.Oracle Sourcing Help 1. 1.2. you see the Confirmation page. Item attributes and their responses comprise the heart of the RFI process. From this page. 1. and delivery.5 Are reusable invitation lists and reusable attribute lists shared across all three negotiation types? Yes." Alternatively.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. Suppliers reply to the item attribute.1. in essence "answering" the buyer's question.7 I just saved a negotiation as a draft document. The document is released when Page 19/209 .1. 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.1. 1. that allow bidders/suppliers not only to respond to the price.2. these lists are shared across all document types and can be accessed by the buyer as required. ensuring that only one user can work on a draft at any time. these attributes can be either required.2. optional. but also to other features salient to each item. or display only. quantity. From this page you can access and edit any of your draft negotiations.1. Depending on the setting chosen during the negotiation creation. called item attributes.2. How do I continue working on it? You can continue working on a document saved as a draft by After clicking Save Draft.2.1. When creating an RFI. You are granted exclusive control until you release it. you can click "Manage Draft Negotiations" to access the Manage Draft Negotiations page. 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.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. These attributes represent important aspects of the item for which the buyers need information from their suppliers. buyers define attributes for negotiation items. you can click "Continue editing your draft.

12 I know I can create RFQs and auctions in both Oracle Purchasing and Oracle Sourcing. The system automatically updates the status of the previous round to Closed. What are the differences? You can create RFQs and auctions in both Oracle Purchasing and Oracle Sourcing. Negotiations with Round Completed are not available for awarding. the system automatically updates the status of the previous round to Round Completed. (The original creator can always unlock a draft. You delete it from the Manage Draft Negotiations page. 1. making it available for award. 1.1.1. However. The draft creator selects the draft and clicks Unlock on the Manage Draft Negotiations page.) 1. can I award business to quotes/bids from the previous round? Once you save a new round of Quoting/Bidding.1. Negotiations lines entered directly in Oracle Sourcing can include item numbers and item revisions if the item information was retrieved from the Item Master.11 Why do some items in my negotiation have item numbers and others do not? Item numbers and item revisions appear if the negotiation item is AutoCreated from a requisition line having an item from the item master.1. If you wish to create a draft for a new round.2. can unlock draft auctions/RFQ which were locked by other users.2. such as the Sourcing Super User.2.10 If I have saved a draft of a new Quoting/Bidding round. you are not required to enter any information. Each has its own benefits: Page 20/209 .2. It is removed from the system. you can delete the draft for the new round from the Manage Draft Negotiations page. 1. (Users with the appropriate function security.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.) Another user removes the lock. You submit it (the draft becomes a valid negotiation in the system).Oracle Sourcing Help You save it. You can save an negotiation as a draft as soon as you get to Step 2. The information from the previous round is enough to save a draft.

breaks. quantity. The higher the score. 1. It then ranks the scores for the same item from different respondents based on a Price to Total Score ratio. New buyers can then manage the requisitions as needed. The higher the weight. the more important the attribute to the item.14 What is Multi-Attribute Weighted Scoring and how does it work? Multi-Attribute Weighted Scoring is the ability for a buyer to use customizable attributes to define a product or service in a quantifiable manner.13 What happens if I cancel a negotiation having backing requisitions in Oracle Purchasing? As soon as you cancel a negotiation with backing requisitions. the more desirable the attribute value or range of values. the requisitions become available again to AutoCreate in Oracle Purchasing. or need-by date. Custom attributes having weights and scores are called weighted attributes and require a response. the system calculates a weighted score for each attribute response and a Total Score for the item. This allows the buyer to define the relative importance of each attribute by assigning weights to these attributes and scores to expected values for each attribute. Scores represent the desirability of that attribute value or range of values compared to other values. Page 21/209 .1. monitoring analysis and RFQs/auctions in Oracle Purchasing Integrated with the item master RFQs can be created by copying from blanket agreements Online Quoting/Bidding possible Spreadsheet Quoting/Bidding possible Suppliers can quote using EDI Buyers and suppliers can negotiate on Buyers and suppliers can create price price elements. Weights and scores can be assigned to the custom attributes. The goal of scoring is to motivate a respondent to respond with quotes/bids most closely matching the desired attribute values.1. As responses are received.Oracle Sourcing Help RFQs/auctions in Oracle Sourcing Real time bidding.2.2. 1. The old Sourcing negotiation number remains on the requisition line until a buyer creates a new negotiation using the requisition. Scores are numbers between zero and 100 and are assigned to each possible attribute value or range of values. 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.

However.16 What is the difference between Price-Only and Multi-Attribute Weighted Scoring RFQs/auctions? In a price-only negotiation. The buyer can still award the item regardless of the ratio. A buyer can view bids plotted on a Price to Total Score graph to assist in analysis of quotes/bids.2.2. The lowest ratio receives the highest rank. In both price-only and Multi-Attribute Weighted Scoring negotiation. reflected in the Price to Total Score ratio. 1.1. it offers the best value for the money.18 How do I invite non-registered supplier contacts to register with the system? If a supplier company has already been defined to your system (using Oracle Purchasing) and you know of any non-registered contacts at the supplier company whom you wish to invite to current or future negotiations.1. suppliers can quote/bid on price. the negotiation currency defaults to the functional currency defined for your operating unit. quantity. however. but it offers the lowest price per point of score.1. Though suppliers in a multi-currency negotiation can submit responses in several currencies.2. Whenever you view the responses you have received. item attributes can be scored and weighted. The winning response is decided based on the buyer's definitions of the relative importance of item attributes. delivery dates and attributes of an item. the system will automatically convert the responses to the negotiation currency. In other words. you can allow bids or quotes in currencies other than the negotiation currency. 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.17 Can I accept multiple currencies in my negotiation? Yes. The lowest ratio among competing responses may not offer the lowest price. you can invite these users Page 22/209 .2.15 What does the Price to Total Score ratio mean? The Price to Total Score ratio is calculated only for Multi-Attribute Weighted Scoring RFQ/Auctions and is used to rank quotes/bids. the system ranks the supplier only on the basis of price.1. the buyer can still award the negotiation to any supplier regardless of the Price to Total Score ratio values. 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.Oracle Sourcing Help 1. When you create a new negotiation. 1. they are allowed to respond in only one currency per response. To lower the ratio for an item included in a bid. In a Multi-Attribute Weighted Scoring negotiation.

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

1.20 What is the purpose of notifications? Who receives them and when? Notifications are used to communicate specific events to users.1. 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 . can directly register and approve users. From the Portal page. Search for and select the supplier company name by using the flashlight icon (if the supplier company information does not exist within the system. Click Register.19 How can I invite suppliers to participate in my negotiation? You can invite suppliers to participate in your negotiation by selecting them from the Supplier Master or by applying predefined invitation lists.2. acknowledge intent.2." 2.Oracle Sourcing Help To register a user yourself: Anyone with the Sourcing Super User authorization. enter the required information. Event Recipient Purpose To inform them that the negotiation is open for previewing or bidding To invite them to acknowledge intent. Select the applications to which the user will have access. On the Register an External User page. 1. 1. and participate in the negotiation Preview or open Buyers date/time Preview or open All invited suppliers date/time Preview or open All invited date/time contacts additional To invite them to register. click "Register a Supplier User. Invitations are automatically sent to each supplier. You receive a confirmation that the new user has been registered. 3. a buyer with the appropriate authorization can add the company to your Supplier Master).

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

you can respond to negotiations created by your company's affiliates. then invitees do not receive a reminder. then invitees do not receive any reminder. you can download a spreadsheet which you can complete offline to specify your response information. Such acknowledgments are intended to enhance communication between buyers and suppliers and inform buyers of the potential participation. If additional companies are added before the original reminder time. if they are added after the original reminder time. If the negotiation is closed. 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.2.1.2. however. If the buyer starts another round of negotiation before the reminder time.1. 1. Page 26/209 . 1. they do not receive reminders.23 Can I respond to a negotiation created by someone in my company? No. they receive it at the original reminder time. these new invitees receive reminders at the original time.1. Once you have completed this spreadsheet. Otherwise. 1.Oracle Sourcing Help More than 24 hours but less than one One day after the Preview/Open Date week Equal to or longer Three days after the Preview/Open Date than one week Notes: If the buyers manually advance the close date to before the original reminder time.2. However. You cannot respond to any negotiation that your company owns. you can upload it to enter your responses into the system to. Bulk loading is also useful if you respond in similar negotiations that occur repeatedly.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. 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. It is not mandatory to acknowledge your intent before submitting responses. canceled or deleted before the reminder time.

2. On the Award Summary page. Page 27/209 . click the response number link to view the information on that response including the corresponding purchase order created for that response.2.26 How many characters can be entered into the Item Description and the Note fields? For an Item Description field. 1. for example. you can enter a maximum of 240 characters. you can require a particular indicator be used for all negotiations. This displays all purchase orders for a particular negotiation. You can search for the purchase orders in Oracle Purchasing by entering the negotiation data. You can check your Notifications for the Purchase Order Creation Notification.1. 1. As the system administrator.27 Can the system administrator require buyers to use a certain rank indicator? Yes. you can enter a maximum of 2000 characters. which includes the purchase order numbers along with other information.Oracle Sourcing Help 1. You can also search Oracle Purchasing by entering the original requisition information.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.1. In Oracle Sourcing. On the Negotiations Summary page. select Award Summary from the Action menu and click Go.1. the negotiation number. Any user assigned the appropriate job function can add suppliers to an RFQ or auction any time before the close date and time.25 Can I invite additional suppliers to an RFQ or auction I've already created? Yes. Click the Administration tab. 1. and then click "Negotiations Configuration. For a Note field.2.1." Select the indicator and specify whether users can override your selection.2. access the negotiation whose associated purchase orders you wish to see by entering the negotiation number into the Search Negotiations fields.

Once the RFQ is completed. Steps in the RFQ process include: 1.2 Getting Started with RFQs RFQs support the full business process to solicit quotes from suppliers.1. 4.5 “How do I use price elements”). Reusable attribute lists (See Appendix 7. RFQs typically consist of multiple rounds with competition focused on whether supplier(s) can meet the specific requirements.3 “How do I create and edit negotiation templates”).4.5.2 “How do I monitor the negotiations I have created”). Reusable invitation lists (See Section 2. Price elements (See Section 2.2. Suppliers cannot view competing quotes while the negotiation is in progress.2. suppliers are immediately notified of the results via online notifications. The suppliers' responses to the RFQ allow the buyer to compare quotes and negotiate the best price and specifications for the good or service.2.4 “How do I award business in an RFQ or auction”).1 “How do I create an attribute list”). RFQ is typically used for complex items or services such as made-to-order manufacturing items or construction projects. Buyers initiate RFQs that may include multiple line items by publishing the RFQ and inviting suppliers.1 “How do I create a new negotiation”).1.3.Oracle Sourcing Help 1. 2. 3. Quote preparation and submission (See Section 5. RFQs enable buyers to collect quotes from suppliers for complex and hard-to-define items or services. Once suppliers have submitted an initial round of quotes.1. Page 28/209 .3 “How do I respond to a negotiation”).1.Suppliers view the RFQ details and submit their quotes online. Buyers analyze the quotes and either award the RFQs or modify the RFQs and open them for another round of quoting.1. RFQ creation (See Section 2.Buyers can monitor real-time quote activity and take appropriate action. RFQs supports both blind and sealed RFQs. RFQ modification or awarding (See Section 2. RFQ Capabilities RFQ templates (See Section 2. The RFQ process usually lasts days or weeks through multiple rounds of negotiations. RFQ monitoring (See Section 2. buyers can review quotes and award the RFQ or submit a modified RFQ for another round of quoting.2.4 “How do I create and edit a reusable invitation list”).1.

Quote comparison (See Section 2.1.4.14 “How do I initiate a new round of responding”).4.8 “How do I use item attributes and price elements when responding to a negotiation”).6 “How do I submit a response online”) and offline (spreadsheet quoting). Multi-round quoting (See Section 2.4.15 “How do I close a negotiation before its scheduled close date and time”). Integration with Oracle Purchasing (See Section 2. Terms and Conditions enforcement (See Section 5. Sourcing Events (See Appendix 7. Manual extend (See Section 2.1. Capture Total Cost (See Appendix 7. Real-time status updates Notes and attachments (See Section 6.1.16 “How do I cancel a negotiation”)and Disqualifying quotes (2.2 “Glossary”).5 “How do I use the Graphic Monitor to compare competing quotes or bids for a particular negotiation line”).9 “How do I disqualify responses I receive for an RFI. Multiple RFQ styles: blind or sealed (See Section 6. or auction”).5. Canceling RFQs (See Section 2.Oracle Sourcing Help Price breaks (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 5.7 “What are price breaks.2 “How do I monitor the negotiations I have created”).4 “How do I award business in an RFQ or auction”). Monitoring quote activity in real-time (See Section 2.4.4. Graphic RFQ monitor (See Appendix 7.7 “What are reusable price elements and how do I create them”). (5.16 “Why would a negotiation have special terms and conditions”) Quoting online (See Section 5.2 “Glossary”). Page 29/209 .1.1. (See Section 2. RFQ.1.4.11 “How do I extend a negotiation that is in progress”) and early close features (See Section 2. Online or offline awarding capability (spreadsheet awarding).13 “How do I download a spreadsheet and respond offline”).14 “How does Oracle Sourcing use information in Oracle Purchasing when AutoCreating draft sourcing documents”). and how do I use them”).6 “Why are some RFQs and auctions associated with a sourcing event”).5.3.

2. It is the RFQ buyer's reference and review currency. You can contact the buyer who created the RFQ and ask to have your quote disqualified.Oracle Sourcing Help 1. Quote Currencies Additional currencies in which quotes will be accepted.3 Frequently Asked Questions: RFQs 1.2. This allows you to create your multi-line RFQ quickly. Quotes are converted to the RFQ currency for quote review. but you must enter the weights and scores for an item's scored attributes online. 1. In a Multi-Attribute Weighted Scoring RFQ.3. Suppliers can choose the Quote currency in which they will place their quotes.3.3.4 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. 1.3 Can I cancel or retract my quote? No.1 What are the Unlock Date and the Unseal Date? The Unlock Date is the date when the buyer unlocks the closed RFQ to view the received quotes.3.2. 1.2 Can I submit multiple quotes per round? If allowed by the quote controls.2. The Unseal Date is the date when the buyer unseals the unlocked RFQ allowing the suppliers to view the quotes as well.3. Page 30/209 . You can prepare your list of RFQ items offline and upload the completed spreadsheet.2. you can upload items using a spreadsheet.2. An RFQ buyer can setup an RFQ to accept quotes in multiple currencies by selecting the RFQ currency and then identifying any Quote currencies in which quotes will be accepted. you can submit multiple quotes within the same round. but quote disqualification is at the discretion of the buyer. The system validates the data.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.

the Promise Date is required only if the RFQ uses multi-attribute weighted scoring and Promise Date is one of the scored attributes. 1. 1. In an RFQ whose outcome is a blanket purchase agreement.2. An automatic invitation will be sent to each invited supplier.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. When creating additional rounds for an RFQ. you can enter a Promise Date to differentiate your response from other competing responses. you can enter the address in the Additional Contact Email field during negotiation creation.Oracle Sourcing Help 1.3.2.3. Suppliers complete the quoting process by uploading the spread sheet back to the system. During the upload. you can invite additional suppliers by using the same process employed during the initial RFQ creation. Downloading the RFQ contents allows suppliers to quickly respond.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. and why would I enter one? In an RFQ whose outcome is a standard purchase order.2. 1.2. Promise Date is an required field. You can invite suppliers by selecting them from the supplier master list. This is one of the feature of RFQs and mirrors the general off-line behavior of this negotiation model. When Promise Date is an optional response. See How do I invite suppliers to my RFQ or auction? for details on identifying contacts.9 Is an RFQ always blind or sealed and why? An RFQ is always either blind or sealed. the most efficient way for a supplier to quote is to use a spreadsheet to download the contents of the RFQ and prepare the quotes offline.3.8 What is the Promise Date.2.2.3. 1. Page 31/209 .3. spreadsheet items are validated to ensure the integrity of the submitted quote. completing multiple item attributes.11 Can I invite additional suppliers to subsequent rounds of an RFQ? Yes. Once the supplier has provided you the email address.3. 1. the Promise Date is optional.6 What is the most efficient way to quote on many line items in an RFQ? If an RFQ consists of many line items. In all other cases.

you cannot see either the name of the respondent or the details of the bid until you unlock the RFQ. you can start another round of quoting.3. 1. 1.Oracle Sourcing Help 1. On the Start New Round page.3.2. 1. you can use the Graphical Monitor to view quotes. 3. however.15 How do I start another round of quoting in an RFQ? Once an RFQ has been closed. you can manually close your RFQ earlier than the original close date/time.12 In a sealed RFQ.2. you can see how many quotes are being placed. Select Start New Round from the Action Menu.2. Once the buyer has unlocked and unsealed the quotes. 2. 1. Use the negotiation number in the Search Negotiations fields on the Negotiations Home page to access the negotiation.3. On the Negotiations Summary page.3. you can modify the following: Title Style Ranking method Rank indicator Preview Date/Time Open Date/Time Close Date/Time Award Date/Time Collaboration team information Item information Invitation List Notes and attachments Page 32/209 .2. none of the details are available for viewing by any suppliers. can I see who is bidding? In a sealed RFQ.13 Why can't I see the graphical monitor in a sealed RFQ? While an RFQ is sealed. select Close Early from the Action menu to close the RFQ.14 Can I close my RFQ earlier than the original close time? If you select the Early Close option when specifying quote controls.

1 “How do I create a new negotiation”).1.16 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. Prices are established based on actual supply and demand at the time the auction is transacted. quantity and item-specific attributes. although the close time can be extended manually or automatically based on last minute bids. Responding to the auction (See Section 5.2.Oracle Sourcing Help 1.4 Getting Started with Auctions Getting Started with Auctions Auctions offer complete. 2.1.3. the bidding process moves quickly which results in increased competition.3 “How do I respond to a negotiation”). such as office furniture or memory chips. Bidders participate in the auction by viewing the Page 33/209 .The buyer defines the auction and includes all the auction item information. flexible auction capabilities to buyers so they can efficiently obtain the best possible price for goods and services. Creating the auction (See Section 2.2. typically a matter of a few days. Auctions enable buyers to solicit bids for goods and services that are clearly defined. 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. Auctions allow real-time interaction to drive dynamic prices based on information that extends beyond price to include lead times.1. Auctions last for a set period of time. Steps in the auction process include: 1.

bidders can view competitive bids during the auction. bid attribute value(s). Monitoring the bid responses (See Section 2. Page 34/209 .12 “What is power bid”).1. Attribute based bidding (See Section 5.6 “Why are some RFQs and auctions associated with a sourcing event”).11 “What are response controls”).1.8 “How do I use item attributes and price elements when responding to a negotiation”). Auction features include: Auction templates (See Section 2.4 “How do I award business in an RFQ or auction”). 4.1.5.4.2.3.The buyer and all other participants can monitor the real-time activity during the auction and take action as necessary.2. Minimum Bid Decrement/Increment (See Section 2. Evaluating and awarding bids (See Section 2. Power bidding (See Section 5.3 “How do I create and edit negotiation templates”). Capture Total Cost (See Appendix 7.4 “How do I create and edit a reusable invitation list”).1.1. Proxy bidding (See Section 5. bidders are immediately notified of the auction results via online notifications. Reusable attribute lists (See Appendix 7.2 “How do I monitor the negotiations I have created”).1.4. Autoextend feature (See Section 2.7 “What are reusable price elements and how do I create them”).10 “What is proxy bidding and how does it work”). Multiple Auction styles: open. Reusable invitation lists (See Section 2.11 “How do I extend a negotiation that is in progress”) and early close features (See Section 2. 3.7 “What are price breaks. Sourcing Events (See Appendix 7.1. and how do I use them”).1 “How do I create an attribute list”). blind or sealed (See Section 6.15 “How do I close a negotiation before its scheduled close date and time”).5 “How do I use price elements”).Oracle Sourcing Help auction items and submitting bids online. Manual extend (See Section 2.11 “What are response controls”).4. If permitted by the auction rules. Price breaks (See Section 2.1. Once the auction is completed. The buyer analyzes the bids and awards the auction based on the price.1.2.2 “Glossary”).1.1. Price elements (See Section 2.3. bid quantity.

Graphic Auction Monitor (See Appendix 7.4 “How does Oracle Sourcing use information in Oracle Purchasing when AutoCreating draft sourcing documents”).9 “How do I disqualify responses I receive for an RFI.5 “How do I use the Graphic Monitor to compare competing quotes or bids for a particular negotiation line”). Monitoring bid activity (See Section 2.1.5.1.4. or auction”). Page 35/209 .2 “Glossary”).16 “How do I cancel a negotiation”) and Disqualifying bid (2.6 “How do I submit a response online”) and offline (spreadsheet bidding). Bid comparison (See Section 2. Purchase order generation Real-time status updates Bidding online (See Section 5.4 “How do I award business in an RFQ or auction”).4. Online or offline awarding capability (spreadsheet awarding).5 “How do I use the Graphical Monitor to view responses to items in my negotiation”) Notes and attachments (See Section 6. (5. RFQ. (See Section 2.4.5.1.Oracle Sourcing Help Canceling auctions (See Section 2.13 “How do I download a spreadsheet and respond offline”).1.2 “How do I monitor the negotiations I have created”). Integration with Oracle Purchasing (See Section 2.

The auction to which they are responding is not owned by their company 2. The bid controls for this auction allow multiple bids per round .2. and 3.4 What is the target price used for? The target price is mainly used for internal performance analysis for the buyer.5.5. but only the buyer can see the identity of the bidder. You can elect to display the target price to participants. 1. 1.2 What is the difference between Quote/Bid start price and target price? When creating a new RFQ or auction. Note: Two people from the same cannot quote in the same RFQ.2.1 What are the different auction styles? The buyer can choose from three types of auctions: Open: everyone can see the bid content. Everyone can see the bid content once the auction is unsealed. Page 36/209 .2. or task bar options”).3 Why isn't there a target price for every item? Target price is an optional value.5 Frequently Asked Questions: Auctions 1. All registered users in a company can bid on the same auction. buttons.5.2.4 “Why can't I access some pages. provided that: 1.5.Oracle Sourcing Help 1.1. 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. They have the appropriate function security (See Section 6.5.2. The buyer can also choose to display the target price to the bidders for reference.5 Can someone in my company award an auction that I create? If granted the appropriate authorization.2.2. The buyer can see the bids once the auction is unlocked. you can optionally set a bid start price (quote start price for an RFQ) and target price for every item in the RFQ or auction.5. 1. 1. links. 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. 1. The target price is the price you hope to pay for one unit of an item. someone else at your company can award an auction created by you.6 Can two people from the same company bid on the same auction? Yes. Buyers are not required to designate a target price for every item.

After you initiate a new round of responding.Oracle Sourcing Help 1. you might want to send invitations to increase specific suppliers' awareness of your RFQ/auction and encourage participation. RFQ. However.2.7 When two respondents from the same company place bids. When you invite a supplier (See Section 2. you are not required to send invitations to any suppliers. Page 37/209 . 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). or auction has closed.9 How do I initiate a new round of quoting or bidding? After your RFI. can they view each other's bid details? Depending on the auction style.2.1.13 “How do I invite suppliers to participate in my negotiation”) to participate. and your RFQ/auction appears in that supplier's "Open Invitations" list of invitations. why would I invite suppliers to participate? For a public RFQ/auction.5.5. 1.2. none of the previous responses submitted are available for awarding. that supplier receives an e-mail notification about your RFQ/auction.5. the bidders will be able to see different information as shown below: Auction Style Other Bidder's Viewable Information Company Name Time of bid Bid details Any Notes and Attachments (if notes and attachments are viewable for auction) Company Name Time of bid Company Name Time of bid Open Blind Sealed/Locked Company Name Sealed/Unlocked Time of bid or Bid details Sealed/Unsealed Any Notes and Attachments (if notes and attachments are viewable for auction) 1.8 If my RFQ/auction is open to all suppliers.1.

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

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

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

once one user at a company responds. is up to the discretion of the buyer.2. the bidder can only view the resulting Price to Total Score for a bid. 1. best bid" is selected for a multi-round auction. that is. You can also define the total number of auto extensions and the extension period.13 Why are display-only attributes not visible in the Bid Compare page? Display only attributes are used to convey information to bidders.2.5.5.14 How can I extend an auction beyond the close date/time? You have two ways of closing an auction before its originally specified time by selecting either the Manual Extend and/or AutoExtend bid controls when creating the auction. The response is at the company level. When the buyer hides scores/weights.2.2. 1.5. 1. 1. AutoExtend extends the duration automatically if new bids are received in the closing minutes of the auction. no other user at the same company can bid.2.2. Bid disqualification.Oracle Sourcing Help 1.5. Bidder B receives the higher rank because the proxy bid was created by the system after Bidder B's bid. Manual Extend allows you to manually extend your auction close date/time before the auction closes.A bidder must submit a single.5. the bidder can contact the buyer and ask to have the bid disqualified. a company can place one bid in each round when being invited to that round Page 41/209 . You can also specify if the autoextend is for the entire auction or particular line items.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. Bidders cannot respond to display only attributes so there is no value for comparison. however. 1.15 How do two bids with the same score get ranked if the prices are the same? The earliest bid gets a higher rank.5. For example.11 Can a bidder retract a bid? If a bidder has submitted. if Bidder B bids triggering a proxy bid for Bidder A and the resulting bid results in the same Price to Total Score ration.16 What is a Single Best Bid? A Single Best Bid is a response to an auction that allows only one bid per company. When the bid control "No . You can specify whether the auction is extended from the original close time or from the time when the winning bid has been received.

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

00) has not yet been reached. For example.00. you may need to closely monitor Multi-Attribute Weighted Scoring auctions which also use proxy bidding. Supplier A's proxy is not triggered.5. Supplier B's bid is the winning bid even though the bid price is higher.19 Can a bidder see the names of the other bidders? Bidders cannot see other bidders' identities. This bid (94/100) is better than Supplier A's bid (95/90). but since Supplier B's bid price is still higher than Supplier A's bid price. a proxy bid decrement of USD10. since proxy bids are generated based only on the price of the competing bid. Supplier B then places another bid of USD 92.18 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. Page 43/209 . Supplier identities are never revealed to other bidders.00 with a score of 100 for the same item. Supplier A's proxy will only be triggered again if there is a bid with a price lower then USD 84. To avoid these situations. Now Supplier B's bid (92/100) is better than Supplier A's bid (84/90).00 and a proxy minimum of USD 75.2.00. Supplier A's proxy is triggered to place a new bid of USD 84. However.2. Supplier B then bids USD 94.00 with a score of 90 for the item. not just the bid price.5. 1.00. a bid can be beaten based on the Price to Total Score ratio without triggering a new proxy bid. And since Supplier A's proxy minimum (75. Therefore. This bid (84/90) is now the winning bid. Supplier A places a bid of USD 95. You may need to cancel the proxy bidding process to redefine attribute information to improve your price to total score ration.Oracle Sourcing Help 1. Since Supplier B's bid price is less than Supplier A's bid price. he cannot modify any attribute responses to try to improve his score.00.

RFIs are used more for gathering information on goods and service provided by a supplier than to lock in particular price information. or auction.1.1.1. 2. you can save time by copying an existing RFI/RFQ/Auction.9 “How do I add lines to a negotiation”).1. one unique feature of an RFI is that buyers can choose to define negotiation line items without price and quantity and specify lists of criteria to which suppliers must respond.1.1.13 “How do I invite suppliers to participate in my negotiation”). and Buyer's Auctions 2. Enter Negotiation Lines (See Section 2.11 “What are response controls”) Enter Your Terms and Conditions (If Oracle Procurement Contracts is bought and licensed) (See Section 2.1.2 How do I create a new Request for Information (RFI)? RFI's are used to qualify suppliers and their goods and services for subsequent procurement activities. This allows you to return to the creation process at a later time or have multiple people working on the same negotiation. You can create a negotiation and save it as a draft before submitting it. RFQs. and buyer's auctions).Oracle Sourcing Help 2. At the conclusion of the RFI cycle.1. the information contained in the RFI can be copied into an RFQ or buyer's auction. RFQ. Define Your Response Controls (See Section 2.1. There are four main steps to creating a new negotiation: o o o o Create Your Negotiation Header (See section 2.1 Creating Negotiations 2.6 “What information must I provide to create my negotiation header”). Therefore. You can also create new negotiations quickly by applying a negotiation template. Page 44/209 . and how do I use them in my negotiation”) Invite Your Suppliers (See Section 2.4.1. RFIs can be taken to multiple rounds until the buyer has enough information to identify supplier(s) with which to deal.1 Creating RFIs.1. Help for Sourcing Buyers 2.1.1.7 “What are contract terms and conditions. RFQs.1. o If you have previously created an RFI.1 How do I create a new negotiation? Use the instructions on this page to create Sourcing negotiations (RFIs.

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

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

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

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

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

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

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

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

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

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

they are allowed to respond in only one currency per response. an attribute with a weight of 25 is half as important as an attribute with a weight of 50. you can accept responses in currencies other than the negotiation currency. Notes and Attachments o Note to Suppliers You can add a note to the supplier by entering it in the text box. Though suppliers in a multi-currency negotiation can submit responses in several currencies. If one attribute is weighted. o Attachment Click Add Attachment to browse for an attachment to assign to this negotiation. the system will automatically convert the responses to the negotiation currency. This note appears on the negotiation summary page and can be viewed by suppliers. This column is only displayed if weights are enabled as part of the Scoring Settings.Oracle Sourcing Help Enter a target value for the header attribute (for example: 30 or more years in business). Weight Weights are used to indicate the relative importance of header attributes. To define your currency list and currency exchange rates: 1.1. all must be weighted (although the weight can be 0. Whenever you view the responses you have received. click Manage Response Currencies. On the Create Header page. the negotiation currency defaults to the functional currency defined for your operating unit. However. effectively "unweighting" that attribute. Maximum Score Accept the default or enter the maximum value that can be entered for this attribute. There is a system default defined by the Sourcing Super User. 2. Display Target Indicate whether you want suppliers to see your Target Value .1. Delete You can delete this attribute by clicking the trash can icon. The sum of weights for all header attributes must add up to 100. For example. Page 55/209 . but this can be overridden by specifying a default value on the score settings page.7 Can I accept responses in multiple currencies? When you create a new negotiation.

To use predefined exchange rates: 1. Otherwise click Add Another Row and continue defining currencies and exchange rates.09 meaning . Select the checkbox to display the exchange rates if you want to allow respondents to see your response currency exchange rates.09 kroner to one dollar. select a response currency for each supplier. Enter the date for which you wish to use this set of exchange rates. you can choose to restrict specific suppliers to particular response currencies. 2.1.Oracle Sourcing Help 2. 6. When you have finished defining currency information. 3. the system will round when converting responses into the negotiation currency. The page redisplays.1. continue creating your negotiation. Select the User Specified Rate type. Select the response currency. You assign currencies to specific suppliers when you invite the suppliers to your negotiation. The system's response currency codes are available from the drop down menu. For example. 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 . To define your own exchange rates 1. On the Header: Manage Response Currencies page. The description field explains the code. Page 56/209 . Select the response currency you will accept. Define the exchange rate by entering the number of response currency units that equal one unit of the negotiation currency. click Apply. The system may contain several different exchange rate types. 5. You can use predefined exchange rates (Corporate Exchange Rate) or specify your own exchange rates (User Specified Rate). If you are finished defining alternate currencies. 4. 2. 3. 2. After you have selected your suppliers in Step 5.8 How do I restrict a supplier to a particular currency? If you allow multiple response currencies for your negotiation. select the exchange rate type. To restrict a supplier to a particular currency: 1. Specify the price precision for the currency. Select the appropriate type for your negotiation. If the precision for the response currency is greater than the precision for the negotiation currency.

the follow-up bid must be in the same currency as the initial response. or edit a draft negotiation. and how the line will be added and click Go.1. select Multi-Attribute Scoring as the Ranking type. On the Lines: Create Line page. 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. click "Lines. 3. To add a line using the online system. Multiple users in a supplier's organization can submit several initial bids. Any. The spreadsheet is useful if you are adding a large number of lines. each in a different currency.Oracle Sourcing Help o If you accept the default. If you selected User Specified Rate in "Step 2: Defining Business Terms and Conditions. the supplier can only submit a response in either that currency or the negotiation currency. accept the default value of Online from the Add Line drop down menu. *Indicates a required field : Page 57/209 . 4. 2. If you wish to score and weight your lines.9 How do I add lines to a negotiation? When you create a new negotiation. Continue creating your negotiation." To add lines online: 1. o o o 2. No other suppliers may respond in that currency unless you also associate that response currency with them. If the response currency you select for a supplier is not on your currency list. If you select a specific response currency for a supplier. to a multi-currency negotiation. Your other option is to load the line information using spreadsheet upload. you must identify the goods or services you want to purchase or for which you want quotes. how the ranking will be displayed. Line ranking is not performed in RFIs. You can enter lines online or bulk load lines from a spreadsheet. select how the line will be ranked. From the navigation bar in the top left corner. Select a price precision for the response currency." enter an exchange rate for the response currency you selected in the previous step. However. On the Create: Lines page. provide the following information. 3.1. 2. Click Go. that response currency is available to that supplier alone. The new price precision applies only to the suppliers to whom you assign it. if a user submits a rebid.

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

the default for this field is set by the Sourcing Super User. but if the buyer specifies one. the unit of measure value is carried from the backing requisition line item and is display only. The amount of a release must be equal to or greater than the minimum. *Ship-To Address (standard purchase order only) The default address is the address you selected in Step 2. 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. this field is display only. and cannot be scored in a Multi-Attribute Weighted Scoring RFQ/Auction. Minimum Release amount (blanket purchase agreement only) The minimum amount for a release against a blanket agreement. If the negotiation was AutoCreated from a backing requisition. If you selected an amount-based line type above. 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. Note that this field is required for blanket purchase agreements and can be hidden from suppliers. You cannot change these values. It cannot be scored. 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. this is the total of the backing requisition line item quantities. If the negotiation was created from multiple backing requisitions. 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. *Quantity (standard purchase order only) Number of units of the item you want to purchase. If this negotiation was created from backing requisitions. If you selected an amount based line type above. If you selected the item from the Item Master directly in Sourcing. Page 59/209 . The system recognizes the UN standardized unit of measure codes. the ship-to address is display only. defaults to 1. A start price is not required.

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

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

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

Finally.1. or click Load from Spreadsheet to upload a previously completed spreadsheet file containing all the line information On the Lines: Create Line page. Page 63/209 . Follow steps 1 and 2 above. 2. fixed-rate line type. Search and select a Job from the Job menu. From the Add Line menu on the Create Lines page. General services fixed-price lines use a negotiation outcome of standard purchase order. make sure you select a temporary labor. 2. 10. add notes or attachments to the supplier. Enter your price breaks including Price Differentials. Also. ensure that you choose Blanket Purchase Agreement as the negotiation outcome for temporary labor line types. Create attributes as needed to solicit any additional information for this line. On the Lines: Create Line page. 6. rate-based line type. For temporary labor line types. Job Details. make sure you select the Global Agreement checkbox. vacation). click Select Price Break Settings and ensure it is not set to None. add any notes or attachments to the supplier. To define a temporary labor. select Online to continuing entering your line description online. Enter values in your price fields if necessary. 4. 3. and specify the differential associated with this price type. 5. If you need to specify price breaks.Oracle Sourcing Help 2.1. 3. 8. Create attributes as needed to solicit additional information for this line. and then click Go. 7. You can include services-related lines with regular amount-based and goods-based lines. rate-based line: 1. The Description. and Category will default according to the Job you select. Specify how price differentials are to be used within the negotiation (for example. 5. if appropriate. Continue defining the remainder of the negotiation. Continue defining the remainder of the negotiation. 9.10 How do I define services related lines? Services related line types allow you to negotiate on labor contracts. 11. Unit of Measure and Category will default according to the Job you select. make sure you select a temporary labor. To define a temporary labor. Finally. is a response to the price differential required) Select the price type (for example. Job Details. Search and select a job from the Job menu. fixed-price line: 1. 4. 6. and click Go. The Description.

or Buyer's Auction. participants. you set response controls to determine the negotiation length. Create attributes as needed to solicit additional information for this line. If the sourcing document you are working on was AutoCreated using requisitions in Oracle Purchasing. Complete the following fields as appropriate for the negotiation type. You can edit the value to change the time if needed. the negotiation can be closed prior to the defined close date. *Close Date Use the pop-up calendar to select the date/time when the negotiation will be closed.1. responding frequency. RFQ. On the Lines: Create Line page. 2. make sure you select a general services. *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. Provide the line with a description and select a Category value. open and closing times and many other variables. 4.11 What are response controls? When you create a new RFI. Once closed. and added line(s). 3. When you extend a negotiation you specify the new close date. Finally. They can view the negotiation's details but cannot place responses. 5. 6. the default time value the system uses is the time when you entered a value in the field.Oracle Sourcing Help To define a general services fixed-price line 1. If you allow the control manual extend. no further responses may be accepted. Preview Date Use the pop-up calendar to specify a date/time after which the negotiation information can be accessed by potential suppliers. and then click Go. the time limit for the negotiation can be extended past the original close date. add notes or attachments to the supplier. 2. If you allow the control manual close/close early. After you have entered the negotiation header. You must have created your negotiation header before you can create negotiation controls. Note that for fields where you enter a date and time. Follow steps 1 and 2 above. Page 64/209 . click the "Controls" link to access the Create Controls page for that negotiation. Continue defining your negotiation . fixed-price line type.1.

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

you can specify that they must submit rebids that are better than their current bid price by a specific minimum amount. if you enable an AutoExtend of 30 minutes. For example: Auction #1234. For example. and a new winning bid is received in the final Page 66/209 . rebids must decrease by a minimum amount. That is.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 #2234.000 Bidder B's second bid = $800 Bidder B's third bid = $600 Bidder B would not be allowed to submit a fourth bid of $480 (this is less than the minimum bid decrement of 20%) Allow manual close before the Close Date You can choose to allow the negotiation to be closed before the close date. for example. If you specify your bid decrement amount as a percentage. you enter a new close date and time. Use numbers." Note: A bid decrement amount will always be applied to a supplier's current bid price. the negotiation cannot be closed until the close date and time specified above. bid decrement = $100 Bidder A's original bid = $1. bid decrement = 20% Bidder B's original bid = $1.Oracle Sourcing Help If you have allowed suppliers to submit multiple bids. the decrement percentage will be calculated based on a supplier's original bid price. 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. When a negotiation is extended. but will be applied to the supplier's current bid price. Allow manual extend when the negotiation is open You can choose to allow a negotiation to be extended. with AutoExtend set to start at the current scheduled auction close time. You can enter either a straight amount or a percentage by which bids must improve. "10. Otherwise.

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

This ensures that. a notification is sent to the first approver in the approval chain requesting that the approver view the decision. a notification is sent to the creator who can then begin generating the purchasing document. Page 68/209 . or only for those items that receive winning bids during the AutoExtend period. You can require the approval of the award recommendation by clicking the "Require award approval" response control on the Controls page while creating your negotiation.Oracle Sourcing Help You must specify the duration (in minutes) of each AutoExtend. the purchasing document will not need to be changed in the future. Once the decision has been approved. a notification is sent to the negotiation creator. The AutoExtend period is determined by the length of each AutoExtension (see above). Lines to AutoExtend You can extend bidding for all auction items. The approval cycle continues until all the required approvers have viewed and approved the decision. which the approver can accept or reject. This setting also determines the end-of-auction window (the AutoExtend period) during which a winning bid triggers an AutoExtension.1.1. 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. Number of Extensions Select a value from the drop down menu to set the maximum number of times the auction can be extended. If the approver allows the decision. Once you have saved your award decisions. once created. 2. If the approver rejects the decision. a notification is sent to the next approver in the approval chain. if you specify that each AutoExtension is 20 minutes : o o Each AutoExtension will last for 20 minutes after the start time you specify.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. For example.

You return to the previous page. Select how you wish to search for suppliers: o o Click the Add Supplier to search for and add suppliers to your invitation list. You can use the same list for all negotiations.1. 3. auctions are open to all bidders by default. However. you can apply a predefined invitation list that identifies these bidders. To invite specific suppliers see Inviting Suppliers below. If there are multiple supplier sites (Supplier Site is another term for Address Name). you can choose to open your RFQ to all suppliers. business terms and conditions.Oracle Sourcing Help 2. select the specific site you wish to invite to the negotiation. line(s). 2. Search for and select the Invitation List you want to apply. or if you frequently invite a certain group of bidders. Even though the auction is already open to them. You can select the bidders you wish to notify from a list of suppliers. you do not have to explicitly invite any suppliers. Page 69/209 . To invite specific suppliers see Inviting Suppliers below. you can choose to also send certain bidders notifications of a particular auction to encourage their participation. Participation in Auctions Unless you specified differently on the negotiation Controls page. and any response controls. If you do. and you must invite at least one supplier. You can restrict your auction to bidders you specifically invite by selecting the appropriate control on the negotiation Controls page.1.13 How do I invite suppliers to participate in my negotiation? Participation in RFQs Participation in RFQs is by invitation only by default. you can create a participants list on the Create Negotiation: Suppliers page: 1. Click Add Invitation List to apply a predefined list of suppliers. select the suppliers you wish to invite and click Invite. Inviting suppliers After entering your negotiations description. Bidders will see your auction when they search using the Active Auctions page. Different sites for the same supplier can each submit a response. From the search results.

To create an amendment to a sourcing document: 1. Additionally. 4.14 How do I create an amendment to a negotiation? After publishing a negotiation. Note: You can also invite additional suppliers while the negotiation is in progress. select which contact you wish to notify about this negotiation from the Contact menu. You cannot add or delete suppliers on the Create Amendment Suppliers page during an amendment.1. select Create Amendment from the Actions menu. the buyer can update information defined in the document if necessary. This suffix is incremented every time you create a new amendment for this document. additions. 5. for example. Notice that the negotiation number has now been given a suffix. Respondents are notified that the sourcing document has been amended and are required to review their previous response and resubmit it in accordance with the amendment. The supplier user receives an email notification with the negotiation invitation and a link to access the user registration page. On the Create Amendment Header page. 2. You go to the Create Header page. these can be changed on the Create Amendment: Contract Terms page. This update is called an amendment. and there are clauses and deliverables defined to this negotiation. the user can participate in negotiations. 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. 12345.. a notification is sent to invite the contact to register and participate in the negotiation. deletions. On the negotiations summary page.Oracle Sourcing Help If there are multiple contacts for each site. 2. To invite new suppliers. Your invitees will receive email notifications inviting them to participate once the negotiation is successfully submitted. Amendments can be created anytime after the preview date/time (or open date/time. 3. or updates to line information if necessary. If Oracle Procurement Contracts is implemented..1. If the contact is unregistered. Once the registration request has been approved. you must enter a new Description for the amendment and make any other header level attribute changes you need. The system sends notifications to the invited suppliers providing them details of the negotiation.. if you know the e-mail addresses of any other contacts at the company (including possibly a distribution list). 1. On the Create Amendment: Lines page. use the active negotiation's negotiation summary page. Page 70/209 . you can enter it in the Additional Contact Email field. 6. enter any line changes.

When creating a negotiation. or auction) to create a new document of the same type. select the template and click Apply to create a new negotiation with this template. 2. The buyer can define unique line attributes.2 Templates. See How do I create and edit negotiation templates? for instructions on creating negotiation templates.1. Approvers will receive notification that they need to approve the amendment. You can add to. 2. On the results display. 4.1 How do I use negotiation templates? You can use a document template of a specific type (RFI.2.Oracle Sourcing Help 7. 2. On the Create: Header page. the buyer can score attribute values to indicate the relative preferability of different responses. Once approved (or if approval is not required).2. no new responses can be received on the previous negotiation. and how do I use them? Line attributes enable a buyer to define multiple line-specific attributes. Page 71/209 . allowing respondents not only to respond to the price. the Submit button changes to Publish. RFQ. quality.1. click Apply Template. You can save the amendment as a draft at anytime during the creation process if you click Save Draft. Once you click Publish. or delete any of the negotiation information provided by the template by proceeding through the steps of creating a negotiation. All suppliers will be required to acknowledge the amendment and resubmit their responses to be eligible for award. edit. These attributes may either require a response or no require a response from the supplier. Search for and select the template you want to apply. Click the appropriate link under the Create area of Quick Links on the Negotiations Home page.1. Line attributes can then also be weighted to indicate the relative importance of a single attribute among the other weighted attributes. You can review the new changes compared to the current active negotiation by clicking Review. Spreadsheets and Lists 2. If you have approvers identified on the Collaboration Team on the Create Header page.2 What are line attributes and attribute lists. Draft amendments are available on the Negotiations Home page if you click Drafts in the Manage Quick Links section. but also to other features and performance characteristics of each line. and delivery. 8. 3. To use a sourcing document template: 1. you can submit the amendment for approval by clicking Submit for Approval on the review page.

participation controls. Using a template saves time by streamlining the creation process. add to and edit details of the negotiation (as necessary). 2. .3 How do I create and edit negotiation templates? If the majority of the negotiations you create contain the same features . Grouping allows the arrangement of data that is easier for both the supplier to respond to and for the buyer to analyze responses. On the Step 1: Describe Your Template page.or company-wide negotiation attribute lists for repeated use. edit. all technical attributes can be placed one group while all non-technical attributes can be located in another. You can create both "private" templates (templates that only you can view. If you Page 72/209 ." 3. On the Templates page. 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. etc. click "Create New Template. Your negotiation template contains the features that are similar among the negotiations you commonly create. Creating a new negotiation template 1.1. Your template status will default to Active. Click the appropriate create link under the Templates area of Quick Links on the Negotiations Home page.attributes. and buyer's auctions are different documents. each type has its own template(s). For example. you must be assigned the appropriate authorization by your system administrator. you simply apply the template to the negotiation.you may want to create a negotiation template that you can use each time you create a new negotiation. When you create a new negotiation using a template. You can create as many templates as necessary. Note: In order to create "public" offer templates. RFQs. edit. Since RFIs. Attribute lists let a system administrator create system. especially if several buyers are collaborating on the analysis. The reusable lists allow buyers to standardize the information they wish to include with specific lines during negotiation creation. and use the template). complete the following fields (required fields are marked with an *asterisk): *Template Name Description *Access. 2. This allows you to organize attributes in relevant groups for analysis.2.Oracle Sourcing Help Attributes are assigned to a predefined Attribute Group. and use) and "public" templates (templates that all registered users in your company can view and use). terms and conditions. Active templates can be used immediately to create new negotiations. and publish your negotiation.

and auction). Page 73/209 . edit.Oracle Sourcing Help want to change your template's status to Inactive. Click "Invitation" under the Reusable Lists area of Quick Lists on the Negotiations Home page.4 How do I create and edit a reusable invitation list? If you typically invite the same core group of suppliers to many of your negotiations. Once you have defined your template. The same list can be used for all types of sourcing document types (RFI. complete the following fields (*indicates a required field): o o o *List Name *Description *Access Invitation lists can be public or private. An active list can be used immediately. Sourcing Super Users or users with the Manage Invitation Lists authorization can create. but cannot be used to create a new offer until you change the status to Active. To create a new invitation list: 1. You can add an invitation list(s) when creating a new Sourcing document. Inactive templates will be stored in the system. edit and manage public invitation lists as well as their own private lists. you can add these participants to a reusable invitation list. 4. All users in your company with the correct authorizations can view and use public lists. and use your private lists. Complete the remaining pages by filling out the fields as appropriate for the negotiation type.2. RFQ. On the Create Invitation List page. edit the list and change the status to inactive." 3. but will not be available for use until reactivated. you must complete and submit your template. 2.1. Your new list will default to private. Only you can create. click "Create New Invitation List. o Status Invitation lists are initially created as active. On the Reusable Invitation Lists page. 2. you can also attach an invitation list(s) to a Sourcing document template. then edit your template and select a new status from the drop-down menu at the Status field. An invitation list can help standardize your business practices by ensuring that all appropriate participants are invited to targeted negotiations. An inactive list will be stored on the system. only you can use your private lists. To inactivate a list. click Submit on the Review and Submit page.

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

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

Oracle Sourcing Help

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

o

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

o

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

o

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

o

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

o

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

o

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

Oracle Sourcing Help

o

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

o

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

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

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

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Oracle Sourcing Help

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

Oracle Sourcing Help

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

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

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

Make sure you select Multi-Attribute Scoring from the Ranking menu. 4.53 2. You can accomplish the by specifying weighting and scoring values for your line attributes. Select Online from the menu and click Go. 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. On the Create: Lines page.1. enter your line attribute information. *Indicates a required field: o *Attribute (up to 240 characters) Name your line attribute (for example: Mileage. When the page refreshes. 3. Select a ranking method if the Sourcing Super User has set the system up to allow you to change ranking methods. See What are line attributes? for information about defining line attributes. Grade). On the Lines: Create Line page. To use weighting and scoring when defining a negotiation: 1. Groups are used for categorizing attributes. and you do not wish to use the default. To enter a line attribute.Oracle Sourcing Help Price $300 Total Score: (100 * 50) + (50 * 30) + (100 * 20)/100 = 85 Price to Total Score Ratio = 300 / 85 = 3. PPM Defect Rate. 2. o Attribute Type Page 81/209 . navigate to the Attributes table and click Add Another Row. use the instructions in "How do I add lines to a negotiation"? to enter the line data and other required and optional line information. 5. The system can then include the suppliers' responses to your line attributes when calculating the best response. However you may want to consider supplier responses to other line attributes in addition to price being offered when determining the best response.4 How do I define weighted attributes and scores for my negotiation lines? Generally the winner of a negotiation is the supplier who offers the lowest price. See 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.3. click "Lines" in the navigation bar in the top left hand corner.

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

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

Support supply chain operations more efficiently by recognizing and analyzing how one organization's performance and costs affect another organization.1. you might create a price element list identifying normally expected transportation costs. 2. You must be assigned the Create Reusable Price Element Lists job function to create these lists. To create a new price element list: 1.3. for example. freight charges or import duty fees. These costs can then be negotiated between a buyer and supplier just like the item price. or discrete costs such as shipping fees. the supplier's response values for fixed-amount type price elements cannot be converted to a unit price. Take into account any additional costs or charges when considering outsourcing a project.6 What are Reusable Price Element Lists.3. the supplier's response prices to the price elements will not be rolled up into the line total price.1. Or you might create a list that identifies additional services such as consulting or training that will be required by a particular negotiation item.5 How do I use price elements? Price elements allow a buyer to identify additional costs associated with a particular negotiation line. If there are an odd number of attributes. For example.Oracle Sourcing Help o To set the weights for all attributes equally. Page 84/209 . 2. and how do I create and use them? Reusable Price Element Lists allow you to group several price elements which are related or are typically used together. Note: If the negotiation outcome is a blanket purchase agreement. You can create new price element lists or edit existing lists. Price elements allow you to: Identify suppliers with the lowest total cost per line not just the lowest item price. Buyers can specify when they create the negotiation how much they anticipate paying for these additional costs. Once you have created a price element list. click Equalize Weights. which is required to compute a total unit price. the system will assign weights as equally as possible. Click the Price Element link under Reusable Lists on the Quick Links section of the Negotiations Home page. Identify hidden activities or "cost drivers" to facilitate improved analysis and decision-making. you can apply that price element list to any negotiations (RFQs or auctions) containing items to which those price elements are applicable. This is because in the absence of a line response quantity. Such costs could include services such as training or consulting.

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

5. You can then enter different assumptions into the system and have it calculate which response is the best. 4. 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. The name of any price element defined to the list. If any price elements are inactive. Active or Inactive).7 What are price breaks. Or you may be willing to pay more per unit if your supplier can ship the order to a special location. On the Price Element Lists page. Page 86/209 . click Go. (This returns all price element lists using that price element.3. 7.) 3. The list status (Any.Oracle Sourcing Help To edit a price list: 1. When you have entered the search data. On the Edit Price Element List page. The new list is validated. you can define as many price breaks as are appropriate. you receive an error message. change the price element list status. search and select the list you want to edit. Your suppliers respond to your negotiation specifying their responses to your price breaks. The search results display any price element lists matching your search criteria. 2. you can o o o update the description for the price element list. You then set up two quantity-based price breaks. 6.1. you receive the responses shown in the table below. Example: Assume you are purchasing PC keyboards. To edit the list. and you may specify several quantity levels and the prices you are willing to pay at each. add or delete price elements from the list. For example. For each (non-amount-based) line in your negotiation. You can search for a particular price list by : o o o o The list name. Click the Price Element link under Reusable Lists on the Quick Links section of the Negotiations Home page. 2. The second offers a price of $18 a unit if purchasing over 500. When you have finished making your changes. or by a certain deadline. and how do I use them? Price breaks allow you to negotiate line prices with your supplier based on characteristics of your order. you can either click the price element list name link. For these price breaks. You specify 20$ as your start or base price. or select the price element list and click Edit. The first few words of the list description. click Apply.

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

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

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

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

1. similar negotiations. Click OK. delivery location.2 What is a sourcing event? A sourcing event is group of related negotiations. You can continue associating negotiations with the event until its inactive date is reached. You have the choice of canceling only the event or canceling the event and all negotiations associated with it as well. To see event details.Oracle Sourcing Help Using price elements Price elements identify additional item costs beyond just price. Page 91/209 . To see the negotiations associated with the event. You may also want to create an event if you want to encourage respondents to participate in multiple. You can then start associating negotiations with it. To use events. you first create an event. 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. and an inactive date. click Cancel. Your event is opened as soon as it is created. or promise date 2. description. Click "Event" under the Create area of Quick Links on the Negotiations Home page. 4. select the event and click "View Negotiations. On the Create Event page. Using price breaks You can define price breaks on which you can then negotiate with your suppliers to develop a pricing structure based on item quantity. You can continue to associate negotiations with the event until the event's inactive date is reached. 3. This takes you to the Manage Events page. To cancel an event. Once the event is created. To create a sourcing event: 1. You may want to create a sourcing event if you need to monitor several related negotiations as a group rather than individually. 3." 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. enter a title. To manage a sourcing event: 1. 2. you can associate negotiations with the event while creating the negotiation on the Create Header page. 2. click the event number link.4.

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

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

This page lists the drafts created by users at your company. You can always access drafts you own. or delete any of these drafts. and it available for awarding. you are prompted to confirm your deletion. Click the Manage Quick Link under Draft to display the Manage Draft Negotiations page. you can click Clear Changes to undo any updates since the last time you saved your draft. you can subsequently access it for editing or submission. you can edit. and depending on your authorizations. If you click Edit. select the draft and click Edit. You can add additional items to the draft. Security on draft negotiations Users with the Create Buyer's Negotiation function can save and subsequently edit their draft negotiations. 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. Note however that once you save the draft. For public negotiations: Page 94/209 . you may be able to access others' drafts as well. Once you submit a draft. you have the option of saving the new round's information as a draft.Oracle Sourcing Help When you first access the draft document AutoCreated from Oracle Purchasing. if you subsequently delete it. When you save a draft. If you are the draft creator. Accessing and editing draft RFQs/auctions Once you have saved your draft. and you can update all the normal attributes for these items. To access a draft. review and submit. The draft is deleted from the system. 2. the status of the previous round is changed to Round Completed and is therefore no longer available for awarding. you can check the draft information and then submit the negotiation for processing. o o If you click Delete. you must complete Step 1 of the creation process. you are placed into the draft and can update information as needed. o Using drafts with multi-round negotiations If you have chosen to take a negotiation to an additional round. or Review and Submit. If you click Review and Submit. While editing your draft. When you access the Manage Draft Negotiations page. Delete. you always see the drafts which you own or on which you are a collaboration team member. unlock. 1.

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

Clicking Copy places you on a new Create Header page with the existing information inserted. You need the Manage Contract Terms responsibility to create and maintain contract terms on negotiation documents. Using contract terms is an easy way to create and maintain standardized contract text which can be customized as needed. Search for the negotiation you want to copy. Once you have found the negotiation you are interested in.Oracle Sourcing Help 6. 2. After you have finished defining your deliverable. then click Submit for Approval if approvers are specified for this negotiation. Click "Copy" under the Create section of Quick Links on the Negotiations Home page. and deliverables are available if Oracle Procurement Contracts is implemented). You can copy an existing document to create a new document of the same type (RFI. 5. Edit your new negotiation by continuing through the creation steps. If there are multiple deliverables to define.1. or auction). Note that most of the information you defined previously is carried forward into the copy. You can use contract terms to specify legal and other requirements for your negotiation.4. You need the Contracts Terms Library Administrator responsibility to create and maintain clauses and contract templates in the Contract Terms Library. 2. Page 96/209 . and how do I use them in my negotiation? If Oracle Procurement Contracts is installed and licensed. 2. You can click the negotiation number to see details about the negotiation. Verify your negotiation information. you can define your next deliverable. 3. click Review. When you have finished creating your new negotiation.4. To copy an existing negotiation: 1. you can create contract terms and apply them to your negotiation. On the Create Negotiation page. Once the page refreshes. click Apply.1. you can click Apply and Create Another. otherwise click Publish to open it for responding. conditions. click the Copy icon at the right of the page. Note that you will have to specify new Open Date and Close Date values 6. 4. This includes any contract clauses or deliverables (terms. To apply contract terms to your sourcing document: 1.6 How do I copy a sourcing document? You can copy sourcing documents that you or any other users in your organization have created. click Contract Terms in the navigation bar at the top left side of the page.7 What are contract terms and conditions. RFQ.

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

1. buyers can nominate collaboration team members to participate in the creation and administration of the sourcing document. For example. If you select a line type that is amount based.4. the quantity and unit of measure defaults to the values defined by your administrator and is display only. you might need to negotiate training or consulting services. The possible values are defined in Oracle Purchasing. but more of a service or activity. Such activities can be negotiated by using amount based line types. Each member can be assigned specific tasks. and some team members may be required to approve the final document before delivery to potential suppliers. From the negotiation summary page. For the line whose requisition information you wish to view. Page 98/209 . When you create a negotiation. Buyers can optionally grant full access to some team members while restricting others to read-only access. click the number link in the Requisition column. 3. This takes you to the Requistion Detail page.4. inviting additional suppliers.1. and how are they used? Sometimes the item you need to negotiate is not a number of discrete units. and creating document outcomes. A category value may also appear if your administrator has defined a default category for that line type. 2. 2. This takes you to the Requisition Summary page.9 What are amount based line types. click the Lines subtab.10 How do collaboration teams work? When creating a negotiation. 2. Click the number link in the Line column. Such tasks could include defining the item attributes. This includes the entire life of the sourcing document from the initial creation to the award process. awarding business to supplier. you can specify that an item is amount based by selecting an amount based Line Type value.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. Access the negotiation. 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. which is determined from the owning operating unit. For each member. Once the document has been submitted for approval.11 Who can participate as team members? The negotiation creator and anyone with Manage Collaboration Team job function can add/delete team members. Team members can be optionally assigned tasks with target dates. The buyer and the buyer's manager are automatically identified as team members.Oracle Sourcing Help 2. all approvers can access and approve the document simultaneously. the buyer identifies: If the member is an approver. Page 99/209 . 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. Note: This rule is only in effect if the profile option HR: Cross Business Group is not set to Yes. the buyer can add employees from different business groups. If the profile option is set to Yes.1. Once the document has been approved. Any other user from the same buying organization can be added. no changes can be made to it (other than having approvers removed) unless the document is rejected. Anyone with this job function can publish the approved negotiation to suppliers. If the buyer changes the operating unit after defining the negotiation team. Collaboration team members must belong to the business group of the negotiation. there is an area where a buyer can identify collaboration members. The buyer and the buyer's manager always default to the team and cannot be removed. Adding Collaboration Members On the Create Header page.4. There are no dependencies among approvers. Team members with required tasks should indicate when those tasks are completed. all members have full access to the sourcing document. You can define a collaboration team when creating the document or you can use document templates to define collaboration teams. If the member has read-only access. Not until the document is approved and published are notifications sent to suppliers about the document. Approvers can be added or removed as necessary at any time before the sourcing document is submitted for approval. Document Approval Process Any user who is on the Collaboration Team can be designated as an approver for that document. a Publish button appears to anyone who has the Publish Negotiations job function. By default. notifications are sent between the buyer and the document approvers. the system will validate that the team members belong to the new business group of the operation unit. Note that throughout the approval process. The buyer can search for and select additional collaboration team members if necessary. The approval process is not hierarchical.

some collaborators can be defined as having read-only access. See How do collaboration teams work? for more information on collaboration teams. selected members can be assigned specific tasks which they must complete. members of the document collaboration team (if any). Also. Hierarchy The document can be viewed only by the creator. There are three possible security levels a buyer can select: Public The document can be viewed by any other buyers in the buying organization.13 What are global agreements. 2.4. Other members can be selected as approvers of the document. meaning they can view but not update the document throughout its lifecycle. 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. and members of the document collaboration team (if any).1.Oracle Sourcing Help If that member has been assigned a task. the creator's manager. Private The document can be viewed only by the creator. and if so.4. 2. This is in contrast to a regular blanket purchase agreement which can exist only within the realm of a single operating unit. All members identified as approvers must approve the final version before the document can be published. Global agreements: Page 100/209 . and how do I use them? Global agreements allow buying organizations to negotiate pricing and define agreements on behalf of a shared central environment. For example. Execution against global agreements can be performed by multiple local operating units. when the target date is. and the Security Hierarchy members defined in Oracle Purchasing for that document type. the creator's manager.1.12 How do security levels work? Buyers creating sourcing documents can control visibility to the document by specifying a security level during the describe negotiation step.

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

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

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

2. and Category will default according to the Job you select. fixed-price line: 1. 3. 6. Finally. Create attributes as needed to solicit additional information for this line. To define a general services fixed-price line 1. You need the Contracts Terms Library Administrator responsibility to create and maintain clauses and contract templates in the Contract Terms Library. make sure you select a temporary labor. search for and select a contract template from the list of values. 5. add any notes or attachments to the supplier. Search and select a Job from the Job menu. On the Create Negotiation page. To apply contract terms to your sourcing document: 1. 6. you can create contract terms and apply them to your negotiation. Create attributes as needed to solicit any additional information for this line. 5. On the Create Contract Terms page.4 What are contract terms and conditions. Finally. fixed-price line type. 4. Job Details. and then click Go. See the Oracle Procurement Contracts online help for information on using contract templates. You can use contract terms to specify legal and other requirements for your negotiation. The Description. 11. 2.2. Continue defining the remainder of the negotiation. fixed-rate line type. add notes or attachments to the supplier. Continue defining your negotiation. Follow steps 1 and 2 above. and then click Go. Provide the line with a description and select a Category value. 3. Continue defining the remainder of the negotiation. 2. Using contract terms is an easy way to create and maintain standardized contract text which can be customized as needed. 2. On the Lines: Create Line page. make sure you select a general services. Page 104/209 . Finally. add notes or attachments to the supplier. and how do I use them in my negotiation? If Oracle Procurement Contracts is installed and licensed. Follow steps 1 and 2 above. On the Lines: Create Line page. To define a temporary labor. click Contract Terms in the navigation bar at the top left side of the page. 4. You need the Manage Contract Terms responsibility to create and maintain contract terms on negotiation documents.Oracle Sourcing Help 10.

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

3. 2. click Full List. 6. To see the complete list of negotiations you created. You also search for all open negotiations to which you have access. Select a contact for the supplier and click Create Surrogate Bid/Quote. click Full List. From the negotiations summary page. On the Create Bid/Create Quote page. From the Negotiations Home page.3. enter the Bid/Quote Received Time. 2. Once the buyer has received all the bid/quote information. On the negotiation summary page.2 How do I monitor the negotiations I have created? Access the negotiation you wish to monitor. and then click View Response History to see information on responses to this negotiation. Page 106/209 . To place a surrogate bid on behalf of a supplier: 1.3. enter the name or contact of the surrogate supplier in the Supplier field and click Go. Continue from the Terms and Conditions page with regular a response if terms and conditions are required. and click Go. 4. You can also use the Graphical Monitor to view and compare responses to your negotiation. Clicking the number of your negotiation takes you to the negotiation summary page. Oracle Sourcing buyers can place surrogate bids on behalf of such suppliers. It is when the buyer receives the offline copy of the response or when the supplier mails/faxes the response. On the Create Surrogate Bid/Quote: Select Supplier and Contact page. Sign on to Oracle Sourcing with Sourcing Super User responsibility. Negotiations in which you are participating appear under Your Negotiations at a Glance. Click the negotiation number to access the negotiation summary page where you can see information on the negotiation. 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. Click the Responses number to access the Details page for the negotiation. select Create Surrogate Quote/Bid from the Actions menu. 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. 5. 2. If you do not see your negotiation.Oracle Sourcing Help Note that the Your Negotiations at a Glance section shows a limited number of entries based on time remaining. 7.

To compare negotiation attribute values for competing responses: 1. 2. On the Analyze Line page. 4. To view a complete list of your negotiations. then click View Monitor. Select the line(s) whose responses you wish to inspect and choose the type of monitor you wish to view . perform a simple or advanced search to locate the negotiation whose responses you want to compare.Oracle Sourcing Help 2. click the negotiation number link.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. response controls or invitation list. To perform a side-by-side analysis on all responses to the line. click the number link in the Responses column. To view information on responses. o To view the information about the negotiation such as item information. To use Your Negotiations at a Glance: Under the Your Negotiations at a Glance area of the Negotiations Home page. 3. To view the graphical monitor of a negotiation. From the Search Results display. 5. click Full List. select the line and click Analyze. you may receive responses from multiple suppliers. select the negotiation and click the Graphic Monitor icon. o o o Note: The graphical monitor is not available for sealed style negotiations until they are unlocked. Select a negotiation item. identify the negotiation you wish to view. Note that the table displays only a limited number of entries. 2.4 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. All participants can view the graphical monitor in open style negotiations. To view messages sent to you from suppliers (if any) click the number link under the Unread Messages column.3. Only buyers can view the graphical monitor in blind style negotiations. From the Negotiations Home page. Page 107/209 .3. You can easily compare the negotiation attribute values for these competing responses. click the graph icon to the right of the negotiation. select the responses you wish to compare and click Compare.Price/Score by Time or Price by Score.

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

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

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

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

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

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

If you don't see the negotiation. and you extend that auction for 7 days.11 How do I extend a negotiation that is in progress? You can extend an negotiation beyond its scheduled close date and time only if you set your response controls to allow manual extension. you entered an award date. and your new award date is January 27. If your negotiation is not displayed. On the Invite Additional Suppliers page. click Full List. If.Oracle Sourcing Help 2. However. click the negotiation number for the negotiation you wish to extend. if your negotiation includes a January 15 close date and a January 20 award date. Additionally. You cannot manually extend your negotiation after it has closed. Click Apply.3. 5. follow the instructions to add new suppliers. you cannot extend an auction after its first AutoExtension has been triggered. 2. Under the Your Negotiations at a Glance section of the Negotiations Home page. You can also enable AutoExtend or modify your AutoExtend settings if you wish. Page 114/209 . click the negotiation number link for the negotiation to which you wish to add additional suppliers. Enter a new close date and time. if you extend that auction for only 3 days. To add suppliers to a negotiation: 1. and/or long-term agreement dates. Under the Your Negotiations at a Glance section on the Negotiations Home page. To manually extend your negotiation: 1. when creating this negotiation. 6. 3. select the Extend RFQ/Extend Auction option from the Actions menu and click Go. 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. your new close date is January 18. 2. Click Apply. Select Add Invitees from the Actions menu and click Go. your new close date is January 22. For example.10 Can I invite additional suppliers to a negotiation I've already created? Any user assigned the appropriate function can add suppliers to a negotiation any time before the negotiation closes. and your award date remains January 20. need-by date. 3. On the negotiation summary page. On the Extend RFQ/Extend Auction page. click Full List. specify a new close date and time. A notification will be sent to all participants.3. 4. 2.

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. but you cannot change any other AutoExtend settings. review your current AutoExtend settings (if any). but you cannot change any other AutoExtend settings. You can also review and extend your auction's scheduled close date and time. 3. However. Page 115/209 .Oracle Sourcing Help How do I change my auction's AutoExtend settings while the auction is in progress? You can initially set your auction's AutoExtend settings while defining bid controls. Once you have made your changed. On the Extend Auction page. On the negotiation summary page. You cannot enable or modify AutoExtend settings for an auction that is in a preview period or has closed for bidding. Under Your Negotiations at a Glance on the Negotiations Home page. click the number for the negotiation whose AutoExtend values you wish to change. If your auction enters AutoExtend mode. you can change the number of times that the auction can AutoExtend. If your auction enters AutoExtend mode. You cannot enable or modify AutoExtend settings for an auction that is in a preview period or has closed for bidding. select the Extend Auction option from the Actions menu and click Go.3. you can change the number of times that the auction can AutoExtend. or upon receipt of a new winning bid). you can still enable AutoExtend (if not enabled initially) or modify your initial AutoExtend settings after the auction opens for bidding if you selected "Allow manual extend when negotiation is open" while setting the bid controls. 2. To change your auction's AutoExtend settings: 1. However. You can modify the following AutoExtend options: o o o o Lines you want to AutoExtend (AutoExtend all lines. 2. or only those that receive bids during the AutoExtend period) Number of extensions allowed Length of each extension Start time of each extension (at the scheduled auction close time. click Apply. 4.12 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.

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

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

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

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

On the Close Early page. Click Apply. 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. Amendments can be created anytime after the preview date/time (or open date/time. 2. 3. select the Close Early option from the Actions menu and click Go. click Full List.3. For example. Under the Your Negotiations at a Glance section of the Negotiations Home page. Also the line requirements have changed. you can enter a text note to participants explaining why you are canceling the negotiation. To close your negotiation early: 1. if no preview date/time was specified) and before the close date/time.Oracle Sourcing Help 2. there may have been too few responses. The system notifies all the invitees and participants of the cancellation. select the Cancel RFQ/Cancel Auction option from the Actions menu and click Go. On the negotiation summary page. you may wish to simply cancel the negotiation. Page 120/209 . Click Apply. 4. In any of these cases.3. 3. 4. This note is included in the notification that will be sent. the buyer can update information defined in the document if necessary. This update is called an amendment. 1. 2. click the negotiation number for the negotiation you wish to cancel. Under the Your Negotiations at a Glance section of the Negotiations Home page.3. enter a note to your suppliers. 2. On the negotiation summary page.15 How do I close a negotiation before its scheduled close date and time? You can close a negotiation early only if you set your response controls to allow a manual close. On the Cancel page.16 How do I cancel a negotiation? Sometimes. 2. click the negotiation number for the negotiation you wish to close. If you do not see the negotiation. If desired. or the items are no longer needed. 5.17 How do I create an amendment to a negotiation? After publishing a negotiation. or the terms of the responses are not acceptable. 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. the responses to your negotiation do not meet your needs.

Once you click Publish. Buyers need the capability to download and print a negotiation for offline review. You go to the Create Header page. enter any line changes. All suppliers will be required to acknowledge the amendment and resubmit their responses to be eligible for award. Responders should be able to complete negotiation documents and return the results by FAX. 12345.Oracle Sourcing Help To create an amendment to a sourcing document: 1. deletions. On the Create Amendment Header page. 6. additions. You can review the new changes compared to the current active negotiation by clicking Review.. the Submit button changes to Publish. To invite new suppliers. You cannot add or delete suppliers on the Create Amendment Suppliers page during an amendment.18 How do I print information on my negotiation? Much business communication today is carried and managed offline. Once approved (or if approval is not required). Draft amendments are available on the Negotiations Home page if you click Drafts in the Manage Quick Links section. This suffix is incremented every time you create a new amendment for this document.1. Approvers will receive notification that they need to approve the amendment. no new responses can be received on the previous negotiation. current prices. The printed version also does not include any price elements Page 121/209 . 4. for example. On the negotiations summary page. 3. use the active negotiation's negotiation summary page. or updates to line information if necessary. 2. you must enter a new Description for the amendment and make any other header level attribute changes you need. If Oracle Procurement Contracts is implemented. 2.3. You can save the amendment as a draft at anytime during the creation process if you click Save Draft. Notice that the negotiation number has now been given a suffix. Government organizations in particular present solicitation packages according to a unified format. On the Create Amendment: Lines page. you can submit the amendment for approval by clicking Submit for Approval on the review page. Change the negotiation rules on the Create Amendment: Controls page if necessary. or names of invited suppliers. these can be changed on the Create Amendment: Contract Terms page. mail or email. 7. and there are clauses and deliverables defined to this negotiation. If you have approvers identified on the Collaboration Team on the Create Header page. The printed version of the negotiation is appropriate for public display since it excludes all internal data such as internal attributes. 5. 8. select Create Amendment from the Actions menu.

Once you have submitted your negotiation's award decision. search for the negotiation you wish to print by clicking the Negotiation Number link. To print a negotiation (for buyers): 1. To print a negotiation (for suppliers): 1. On the Negotiations Homepage. search for the negotiation you wish to print. 2.3. the clauses and deliverables are printed as well. When the prompt box appears. select Print Document from the Actions menu. When the prompt box appears. On the Negotiations Homepage. Access the negotiation by clicking its negotiation link. 3. search for the negotiation for which you wish to print the contract terms by clicking the negotiation number link. Click Preview Contract Terms. 2. open and inspect the print directly. 2. select Print Document from the Actions menu 3. If you cannot see all your negotiations. On the Negotiations Home page. but there will only be data displayed after the recommendation has been submittted. you can view the approval status of your negotiation. your award decision must be approved before you can begin to create a purchasing document. 3.Oracle Sourcing Help defined to the negotiation. open and inspect the print directly or save it to a location and review the document locally.19 How do I view the approval history for my negotiation? If you selected the "Require award approval" negotiation control. When the prompt box appears. On the negotiation summary page. Page 122/209 . On the negotiation summary page. 2. 4. click Full List. or save it to a location on your machine and review the document there To print contract terms only: 1. or save it to a location on your machine and review the document there. Click the Contract Terms link in the navigation bar. These negotiations are listed under the Your Negotiations at a Glance section. If Oracle Procurement Contracts is implemented and the sourcing document has contract terms attached to it. open and inspect the print directly. You can view the approval history at any point.

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

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

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

Oracle Sourcing Help Page 126/209 .

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

6. Once you have selected the suppliers and specified the number of units to be awarded to each. Select the next line to be awarded and click Award. For amount-based line types. 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. 4. If you have removed any suppliers from the shortlist. 2. For each line. Follow the instructions in Step 2 and Step 3 above to enter that line's award decision 7. Note the following: o o If you select multiple suppliers for this line. 3. You can choose to leave it unawarded. On the Award Line page. Once a line has been totally awarded. This is useful if you have received a large number Page 128/209 . Click Save Award To award a single line to a supplier: 1. but you can award less. 2. click Save Award. 5. an awarded chekmark appears for the line. select the radio button for the supplier to whom you wish to award that line. you see all the suppliers that responded to this line. Continue until all lines have been awarded. You can then save the responses as a spreadsheet file and view the instructions in the readme file contained in he zip to review offline to make your award decisions.4.5 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. On the Award by Line page. you can choose to download only the responses from the remaining shortlisted suppliers. select Award by Spreadsheet from the Actions menu. To award using a spreadsheet: If you wish to download the responses for a negotiation. the award simply identifies the supplier from whom business will be awarded in the future . select the line you wish to award and click Award. you cannot award more units than specified in the negotiation quantity. o o 3. Click "Award by Line" to return to the Award by Line page.Oracle Sourcing Help line in the negotiation. you can split the award by entering a value in the Award Quantity for each supplier. For quantity-based line types. You do not have to award a line.

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

Oracle Sourcing Help

To use weighting, you enter a number (up to the defined maximum) for each score. The system divides the number you entered by the maximum and multiplies the result by the weight for the attribute. The system then adds the weighted scores to product the total score for the response.

To enter a score 1. From the negotiation summary page, close the negotiation if it is not already. 2. Select Award by Quote/Award by Bid from the Actions menu. 3. On the Award by Quote/Award by Bid page, click the number link under the Score column (Note that you can also enter scores on the View Quote/View Bid page.) 4. On the Enter Scores page, you see the value the supplier provided for this attribute. 5. For each attribute, enter a score between zero and the maximum score for that attribute. You cannot score display only attributes. Internal attributes will not have a response from the supplier as the supplier will not see the attribute. 6. Click Apply. 7. Click the link to return to the Award by Quote/Bid page. 8. Continue scoring remaining supplier responses. Once you have finished, the system adds all the scores for all header attributes and the sum is the score value for this quote/bid. You use this value, among others, when making your award decision. 2.4.7 How do I use a spreadsheet to award negotiation items?

See How do I download the responses I have received? for instructions on downloading a spreadsheet containing details on your negotiation responses and instructions on using the spreadsheet. To indicate your award decisions, update the Award Quantity column for each negotiation line item that received responses. Also update the Award column to Yes . You can divide the items between multiple responses or award the entire quantity to a single response. You can also choose to not award any items if the responses were unacceptable. And you do not have to enter award quantities for amount-based line types Once you have completed entering your award information, save the file and continue with the upload process. 1. Once the negotiation is closed, return to the negotiation summary page and select Award by S[readsheet from the Actions menu. 2. Click Import Awards. Page 130/209

Oracle Sourcing Help

3. On the Load Awarded Item(s) From Spreadsheet page, navigate to the location of the spreadsheet file. 4. Click Import. 5. The system will validate the information and prompt you to correct any wrong entries. Since you used a spreadsheet to award your negotiation lines, you probably have no additional lines left to award using the Award by Item page. However, if you have remaining lines to award, you can still modify information in your spreadsheet to upload additional award decisions. Or you can use the instructions in How do I award business in an RFQ or auction? to award the remaining lines. 2.4.8 How do I allocate backing requisitions among awarded items?

If you used AutoCreate to generate a sourcing negotiation, there are backing requisition(s) associated with items you finally awarding. When you create the resulting purchase order dealing with the awarded items, you can specify how the items on these backing requisitions are consumed by the awarded items. Any unconsumed requisition demand is returned to the requisition pool. For example, assume you have two requisitions for PC keyboards for a total of 75 keyboards. You AutoCreate these into a buyer's auction. Requisition Number 12345 98762 Item Quantity 50 keyboards 25 keyboards

You receive two bids as follows on the auction item:

Bidder Office Supplies Your PCs

Bid Quantity 30 30

You have received bids for 60 of the requested 75 keyboards. You want to allocate the awarded items in such a way that one of the requisitions is fully consumed and the other is partially consumed (any remaining unconsumed demand is returned to the requisition pool available to AutoCreate.

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Default Allocation The system generates a default allocation to consume requisitions as efficiently as possible. The bid with the earliest promise date will consume as many of the requisition quantity as possible. Once the awarded bid with the lowest price has finished consuming requisitions items, any other awarded bid quantities are allocated across the requisition quantities until all awarded bids have consumed as much of the requisition demand as possible.

Bidder Office Supplies Your PCs

Bid Quantity 30 30

Consumed Quantity 30 20 10

On Number 12345 12345 98762

Requisition

Notes: Bidder Office Supplies is awarded all 30 units and the award is applied against requisition 12345. The remaining bidder, Your PCs, is awarded 30 units as well: 20 units are applied against the remaining units for requisition 12345, and 10 units are applied against requisition 97862. Note that this leaves requisition 98762 with 15 units of unsatisfied demand. The 15 unconsumed units are returned to the requisition pool and are available for participation in any future AutoCreated negotiations. To enter allocations 1. After you have made your award decisions and picked your winning bids, click Complete Award. 2. On the Complete Award page, click Continue to begin purchase order creation. 3. On the Review and Submit page, click Submit. 4. On the Complete Award Confirmation page, click "Continue Purchase Order creation process." 5. The Allocate page shows you the awarded items with backing requisitions that have been allocated. 6. For each awarded line item, you can select the item and enter allocation values by clicking Enter Allocations. 7. On the Enter Allocations page, you will see the system default allocations as described above. Page 132/209

Oracle Sourcing Help

8. Modify the allocation values as needed and click Submit. Note: You cannot allocate more units than you have awarded. You can allocate fewer units than you awarded a particular bidder, but you cannot allocate more units than you awarded that bidder. You cannot allocate more than the requisition quantity of each requisition. 9. Once you are returned to the Allocate page, continue allocating any remaining awarded items. 10. After you have allocated all the items you awarded, click "Create Purchase Order" and continue with the purchase creation order process. 2.4.9 How do I disqualify responses I receive for an RFI, RFQ, or auction?

You may receive responses on your RFIs, RFQs or auctions that you wish to disqualify, perhaps because the responses do not meet your target prices, dates, locations, or other criteria. When you disqualify a response, you are disqualifying an entire response not an individual line in the response. To disqualify a response: 1. Click the negotiation number under Your Negotiations at a Glance section to access the Negotiation Summary page. Alternatively, use the Search Negotiations fields to list all negotiations. On the Results: Negotiations page, click the negotiation number to access the Negotiation Summary page. 2. On the Negotiation Summary page, select View Bid History from the Action menu and click Go. 3. On the Quote/Bid History page ensure you are viewing the Bid Summary view. 4. Select the response you want to disqualify. Click Disqualify Bid or Disqualify Quote. 5. On the Disqualify page, enter a text note to the participant to explain why you are disqualifying the response. Click Done. 6. The participant will be notified that the response has been disqualified and will have the opportunity to submit another response if the negotiation is still open. All other participants are also notified of the disqualification. 2.4.10 What information is contained on the Award Summary page? The Award Summary page displays the complete award recommendations for a negotiation and provides a central location where sourcing team members and award approvers can view the award recommendations that have been made for a negotiation. The Award Summary page provides two different views of a negotiation's award information: the Supplier view and the Line view. Each view consists of a summary and a detail display allowing approvers and other sourcing Page 133/209

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. including: Awarded Quantity The number of units currently awarded this negotiation line. The Supplier view displays award recommendations in terms of all the suppliers who participated in the negotiation. the Supplier Summary View contains: Quote/Bid total (Standard Purchase Order only) The total amount offered by the supplier on all line s Award Total (Standard Purchase Order only) The total amount of business awarded this supplier. Total Agreement Amount (Blanket Purchase Agreement only) The Line View The Line Summary display shows line information. Among other details. The Line view displays the award recommendations in terms of the lines that comprised the negotiation. Score Total score for header level attributes.current value Saving Percent Savings versus current amount expressed as a percentage. Remaining Quantity Number of units left for awarding Current Value Current price * awarded quantity Award Amount Response price * awarded quantity Saving Amount Award amount .Oracle Sourcing Help team members to drill down and view low-level information about each negotiation line. Page 134/209 .

11 Can I see information on my negotiations once I have completed awarding them? In many situations. Locate the negotiation whose business you have awarded (note that from the Negotiations Home page.icon in the Details column. Page 135/209 . 4. o Create Order Negotiations for which the allocation process is in progress or for which the purchase order creation process has been initiated. select Award Summary from the Actions menu and click Go. 2. 2. 2. Click the link in the Number column for the negotiation. On the Award Summary page. Use this icon to show or hide the detail information for that entry. o Closed Negotiations which have been closed. To see prior award information: 1. click the number link for the negotiation to see the details. awarded and completed the negotiation. you can use the subtabs to toggle between the Supplier and the Line views. there is a triangular +/. select one of the following Status values and click Go. it can be helpful to review award decisions you have made in the past. These negotiations could be taken to a subsequent round of responding or could have their award process initiated. 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). 3.4. Use the Search Negotiations fields at the top of the Negotiations Home page to perform an Advanced Search. This information is stored and can be viewed even after you have closed. you must have closed the negotiation and made some award decisions. you can do an advanced search looking for negotiations with a status of Award). 3. o Completed The award process is completed and a purchase order has been requested or a purchase order has not been requested. For each entry in the table. From the list of search results. On the negotiation summary page. On the Negotiations Search page. 1.Oracle Sourcing Help To display the Award Summary page: To use the Award Summary page.

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

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

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

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

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

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

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

type (bid or quote).1. You can sort the report by clicking on the any of the underlined column headings. You can view the reports online. For each supplier. the report shows the total amount generated by each sourcing transaction. 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. or export and open the reports in a third-party software application (such as spreadsheet software) where you can analyze and format the numbers at your discretion.1.1 Awards by Supplier report What are the Awards by Supplier report? The Awards by Supplier report displays a summary of all awards made by the buyer to supplier(s). View summary reports that allow additional details.1. as well as the total amount awarded to this supplier. Identify negotiation opportunities. Sourcing Buyer Intelligence Reports 4. If Current Price is not available. 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.2 What are the Sourcing Intelligence reports I can generate? You can generate any of the following Sourcing Intelligence reports: 4. savings is zero. You can use Sourcing Intelligence to: Track trends of purchases over time. To run the Awards by Supplier report. Sourcing Intelligence promotes the increased efficiency by enabling visibility and analysis of system transactions.2.1 4. Page 143/209 .1 Introduction to Sourcing Intelligence What is Sourcing Intelligence? Sourcing Intelligence provides all the analytic and transactional reporting for your Sourcing application. Identify potential savings opportunities. See "How do I export report data to a spreadsheet?" 4. Savings is calculated by taking the difference between Current Price and Award Price and multiplying it by the Award Quantity.Oracle Sourcing Help 4. Amounts do not include lines where award quantity and award amount are unspecified.

Oracle Sourcing Help 4. Any report displaying calculated amounts does not include any RFI amounts. To run the Savings by Category report.1) report for the items listed. If Current Price is not available.1. To run the Awarded Bids Detail report. you can generate a Savings by Item (Section 7. or All Outcomes. see "How do I run the reports?" Note: For the Auction Outcome report parameter. see.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. Blanket Purchase Agreement. the report reflects only the system-hosted catalog item categories.1. Amounts do not include lines where award quantity and award amount are unspedified. Amounts do not include lines where award quantity and award amount are unspecified.1.1. Note the following when generating and evaluating report information: When entering a category search parameter.2. Page 144/209 . with the category with the highest productive award appearing first.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. 4. Any report displaying calculated amounts do not include any RFI amounts. You can view the supporting awarded bid by clicking the Auction number or Bid number. the report reflects only the system-hosted catalog item categories.2.3.3 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. The report is sorted by category. savings is zero. select Standard Purchase Order.2. Once you have generated a Savings by Category report. Savings is calculated by taking the difference between Current Price and Award Price and multiplying the difference by the Award Quantity. Section 4.

the report reflects only the system-hosted catalog item categories. Copyright 2000 Three D Graphics.) Save the file to the drive/location of your Page 145/209 .1.1. savings is zero. Blanket Purchase Agreement. 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. 3. Inc.. savings is zero. To run the Awarded Quotes report. 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. see "How do I run the reports?" Note: For the Auction Outcome report parameter.2. select Standard Purchase Order. Inc . 4. Generate the intelligence report of your choice. click Save File. Any report displaying calculated amounts do not include any RFI amounts. If Current Price is not available.Oracle Sourcing Help Savings is calculated by taking the difference between Current Price and Award Price and multiplying the difference by the Award Quantity. There are two main steps in this process: To export report data to a spreadsheet: 1.3 How do I export data to a spreadsheet? You can conveniently view report data online. You are prompted to save the file. Savings is calculated by taking the difference between Current Price and Award Price and multiplying the difference by the Award Quantity. 4. After you have generated your report.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. You can view individual quote details by clicking the quote number. but at times. See "What are the Sourcing Intelligence reports I can generate?" 2. Amounts do not include lines where award quantity and award amount are unspecified. (If you see an Unknown File Type window. Perspective for Java licensed from Three D Graphics. click Export to Spreadsheet at the bottom of the report page..

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

Once the report displays.1.1 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). the report defaults to your functional currency.2.3. 4. including the selected currency and the currency code. click the Reports tab. o 4. For each supplier. only transactions for that selected currency are displayed. Currency Select the currency of interest. Enter any search criteria into the appropriate fields.2 Intelligence Reports 4. transactions for all currencies. See "How do I export report data to a spreadsheet?" 4. the report shows the total amount generated by each sourcing transaction type (bid or quote). you can export the report data to a spreadsheet. see "How do I run the reports?" Page 147/209 . click Show Chart (if available) for a graphical representation of the report. Click the link for the report you want to run. 5. On the Negotiations Home page.Oracle Sourcing Help To view transactions in all currencies: When you view transactions for a selected currency in a report. if you want to view all transactions completed in all currencies. In the spreadsheet. Click Export to Spreadsheet to download the report. It also gives a breakdown by negotiation type of the total amount of money transacted. To run the Awards by Supplier report. 2. and click Go.1 How do I run reports? 1. (Not all reports have all of the following search criteria. o o Category (if available) Select the category of interest using the search icon next to the field. if desired. The Sourcing Reports page displays information on the reports in the system. If left blank. Suppliers (if available) Select the suppliers of interest using the search icon next to the field. 3.) An asterisk (*) indicates a required field: o *From and Through Date Enter a date range for extracting and summarizing transactions. are displayed. However. as well as the total amount awarded to this supplier. You can sort the report by clicking on the any of the underlined column headings.

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

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

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

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

pricing. To respond to a negotiation you must: 1. use the Search Negotiations fields to access the Active Negotiations page. Under Open Invitations. (See section 5. (See Section 5. 2. This includes such information as the time the negotiation. The Notes and Attachments section displays any text messages from the buyer and any attached files. You can easily navigate to a particular section of the page (such as the item information section) by clicking the small down arrowhead icons or the links at the top right of the page. Click the negotiation number to access the Negotiation Summary page. Attachments can be viewed by clicking the paperclip icon. detailed item information. or price breaks associated with it.1.1. click the negotiation number to access the Negotiation Summary page for the negotiation in which you are interested. shipping and billing information.4 How do I view the details of a negotiation before placing a response? 1. 5. or quote).4.6 “How do I submit a response online”). you can view information on the item attributes by clicking the "View" link under the Details column.Oracle Sourcing Help Creating and managing sourcing events Updating profile information Viewing award decisions Updating profile information 5. Submit your response (bid.3 How do I respond to a negotiation? Suppliers can respond to public negotiations and private negotiations to which they have been invited. Find a negotiation in which to participate (See Section 2.1 “How do I monitor negotiations to which I've responded”). the response controls. 2.2. The Negotiation Summary page displays all the current information for this negotiation. price elements.1 “How do I access negotiations”). Page 152/209 . If the item has attributes. 3. Alternatively. Monitor the action in the negotiation in which you are participating.1.

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

On the Create Response: Review and Submit page. 5. If correct. When you have responded to all required and optional line attributes. you will see all prices listed in your chosen currency. you can select the currency in which you will place your quote/bid. On the negotiation summary page. When entering responses. all response prices (such as start price and target price) will be listed in the RFQ/auction currency. you are asked to read and accept the negotiation terms and conditions. including ones to which you were not explicitly invited to. On the Active Negotiations page. o Quote Currency (Bid Currency) The buyer might allow quotes/bids in currencies other than the RFQ/auction currency (the currency used to create the RFQ or auction). If the buyer has defined Terms and Conditions. verify your response values. The Attribute Type column shows you whether a response is required or optional. click Accept. On the Create Quote/Create Bid page. find your negotiation and click the negotiation number link there. 3. 2.Oracle Sourcing Help Create Response page. you can enter search values into the Search Negotiations fields and click Go to list all negotiations in the system. this value appears in the Target Value column. You can only see the existing responses when the negotiation is open or unsealed. Note: Before you select a currency. enter the following information. be aware of the following size limits: o o o Attribute: 240 characters Target: 4000 characters Response: 4000 characters 6. click View Quote History/View Bid History. After reading the terms and conditions. 8.6 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. If so.1. If the buyer has chosen to display an attribute target. select Create Quote/Create Bid from the Actions menu to create a response to the negotiation. To submit response online: 1. After you select a currency. You can see details of the negotiation on the negotiation summary page. click Continue 7. Page 154/209 . Alternatively. If you want to view any responses that have already been submitted. click Submit.

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

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

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

Once you have viewed all your attachments. By default. To view the notes and attachments: 1. providing a search value and clicking Go. click Return to Negotiations to return to the negotiation summary page. 5. Click the Lines subtab to see details of the negotiation lines. From the Negotiations Home page. Page 158/209 .Oracle Sourcing Help 5. 2.1. 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. click that line's number link. search for an open negotiation by selecting a search criteria. on occasion the buyer may need to communicate or request additional information such as specialized requirements. The first attachment is the requisition header attachment. To see the detail information for each line. The negotiation summary page displays all the information on the negotiation broken down into a tab-oriented form so you can easily view the information contained in the different sections of the negotiation. When you respond to a negotiation that includes item attributes and/or price elements. On the Line: page. 3. Click the negotiation number link to display the negotiation summary page. you see any notes and attachments assigned by the buyer to the line. From this page you can continue placing a response. you can view these specific item details (if allowed by the buyer) and enter additional values to target your response. 5. click the negotiation number link under Your Company's Open Invitiations to view negotiations to which you have been invited.8 How do I use item attributes and price elements when responding to a negotiation? When creating a new negotiation. Notes and attachments can be assigned to the negotiation header or the negotiation lines. The buyer can use the note text box for short communications or use attachments for larger amounts of information. a buyer can add item attributes and/or price elements to any item(s) in the negotiation. the page displays the negotiation header information. Alternately. The second attachment is the line attachment. 4. Price elements identify additional costs associated with an item which need to be negotiated in addition to the item price.7 How do I view the attachments associated with the negotiation to which I am responding? In addition to the typical negotiation information. there will be two attachments for each line.1.

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

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

When you use power bid. click Cancel Proxy at the bottom of the page. The Cancel Proxy Bidding page shows all line items for which you have proxy bidding enabled. proxy bidding in suspended. Cancelling proxy bidding In most cases. Or in a multiattribute weighted negotiation. this happens when the bidder needs to update bid information. To continue placing a new bid. Once you have placed a bid using proxy bidding. Page 161/209 . once proxy bidding has been initiated.12 What is power bid? Power bid allows you to expedite your rebidding when you have bid on several items in the same auction. the bidder may wish to update the non-price related information to improve the price to total score ratio. 3. In both these cases. 5. click the Response number link. the promise date offered by the bidder may need to be updated due to unforeseen situations at the time the proxy was begun. Usually. Power bidding cannot be used if any of the auction items contain price elements. 1. When the Rebid page appears. click Create Bid. To cancel proxy bidding. Click Create Bid to create a new bid.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. To view the details of your current bid.Oracle Sourcing Help 5. all of your bids (losing and winning) in an auction are improved by the percentage you enter in the Power Bid field. it can be allowed to run to conclusion. the bidder may wish to halt the proxy bidding to update bid information. On the Rebid page. For example. and click Cancel All Proxies. Select the items for which you wish to disable proxy bidding. Once enabled. At this point. The Cancel Proxy Bidding page redisplays without the line item(s) for which you just disabled proxy bidding (you can choose to retain proxy bidding on some line items but not others) 4.1. The bidder specifies the amount of the price decrement (expressed as a percentage or a flat price reduction) and the minimum price to offer. However. 2. continue entering your new bid information (including new proxy specifications if desired). 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. the system will continue to rebid at lower prices until the bidder's minimum bid price is reached.1.

you may want to look at responses that have already been submitted (not viewable in blind or sealed auctions or in RFQs). 3. Navigate back to the Quote/Bid by Spreadsheet page. 4. You can create the spreadsheet once and then make only the modifications necessary for a particular negotiation. Open the spreadsheet file and complete according to the instructions in the Read Me file included in the zip. Access the auction on which you want to rebid. Page 162/209 .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. for example. 4. To download a spreadsheet and prepare your bid or quote offline: 1. On the Quote/Bid by Spreadsheet page. click the negotiation number and review the negotiation's details and lines. 5. click Submit Bid and review the details of your bid. enter the power bid percentage by which you want to decrease each of your bids in the auction. Enter numbers. select Create Quote/Bid from the Action menu and click Go. As you prepare to respond.1. Save the file. On the Create Bid page.Oracle Sourcing Help To use power bid: 1. You can then enter a new power bid percentage and click Go to revise your power bid. 2. 7. click Clear Changes. The recalculated price appears in the Price field. When you are satisfied with your power bid prices. select the type of file(s) you wish to download. Click Recalculate to preview your power bid prices. Save the spreadsheet file to a convenient location. Your bid prices so not take effect until you click Submit Bid. 5. Because you are only previewing your power bids. then click History to review responses. After you have located a negotiation on which to bid. 2. 3.25. 5. Access the open negotiation to which you wish to respond. your bid status does not change yet. From the negotiation summary page. You can download an Excel spreadsheet or a text spreadsheet. If you want to return to your original bid prices. 6. even if your new bid price exceeds the current best bid for any auction item. Bulk loading is also useful if you respond to similar negotiations that occur repeatedly.

check your response information.1. On the negotiation Details page. Once you have displayed the new negotiation. 4. you can respond with your new Quote/Bid. The Bid Confirmation/Quote Confirmation page displays your bid number. Click Submit.1. Access the negotiation on which you wish to rebid. The Multi-Round Modifications Summary page shows you negotiation information that has been updated since the previous round. click Create Quote/Bid. If correct. click Submit. enter your new bid information and click Continue. 2.15 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. notifications are sent to the original and any newly added participants. Verify the details of your quote or bid.Oracle Sourcing Help 7. you will need to respond to that item again. On the Rebid/Requote page. 9. or the buyer may decide to change negotiation criteria such as terms and conditions. Click the response link to access the Details page. Click Import. If the buyer has updated an item for the new round. you can continue placing your re Page 163/209 .14 How do I rebid on an RFQ or auction? 1. You respond to a second-round negotiation the same way as to the initial negotiation. Quote/Bid controls. After you have analyzed the updated negotiation information. 3. There are several reasons why this might happen. 5. you can easily identify the updated information by clicking View New Round Summary. your prior response is carried over to the new round. If the negotiation is an RFQ. 5. Once the buyer has published the updated RFQ/Auction. If you need to make changes. or the invitation lists. use your Back button. After you have located the negotiation in which you wish to participate. 8. Browse to the location where you saved your spreadsheet file. the initial round might have been simply for information gathering purposes. If the item is unchanged from the previous round. On the Review Quote/Bid page. The system will validate the response information you entered in your spreadsheet.

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

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

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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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.2. Page 170/209 . Reason Any message provided by the buyer explaining why the item was not awarded. Your Response Number The number you assigned your response. participants can communicate with each other by entering into an ongoing conversation called an online discussion.Oracle Sourcing Help 5. Response Price The price at which you offered to sell the item. Promise Date The date by which you promised to deliver the item. or Buyer's Auction Item Description Description of the negotiation item. The Rejected Items page shows: Response Number The number assigned to your response by the system. Once a negotiation has been published. The Rejected Items page allows you to drill down into detailed information about the negotiation and your response to it. 5.7 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. Negotiation Number The number assigned the negotiation by the system.2. if any. Response Quantity The number of item units you offered to sell the buyer.| Type The type of negotiation: RFQ.

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

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

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

10 How do I respond to an amendment to a sourcing document? After publishing a negotiation. On the Acknowledge Amendment page. Once a document has been amended. or save it to a location on your machine and review the document there To print contract terms only: 1. Search for the negotiation. 1. To be eligible for an award decision. 2. Click Preview Contract Terms. 5. On the Negotiations Homepage. 2. Such updates are called amendments. you must review and acknowledge the amendments and place a new response. search for the negotiation you wish to print by clicking the Negotiation Number link. you must have reviewed all the amendments and placed a response to the latest one. open and inspect the print directly. 3. you can continue to respond to the negotiation normally. Click Yes. 3. If there are multiple amendments. On the Negotiations Home page. review the document information. When the prompt box appears. On the negotiation summary page. you must review and acknowledge each one. the buyer may need to update some of the information defined in the sourcing document. You are informed that the negotiation has amendments and are prompted to acknowledge them. select Print Document from the Actions menu. 5.2. 2. click the checkbox and then click Acknowledge. When the prompt box appears. open and inspect the print directly or save it to a location and review the document locally. you will only be able to respond to the amended version. 3. To respond to a negotiation that was amended before your first response: If the amendment was made prior to your first access.Oracle Sourcing Help To print a negotiation (for suppliers): 1. search for the negotiation for which you wish to print the contract terms by clicking the negotiation number link. Once you have acknowledged all the amendments. Click the Contract Terms link in the navigation bar. 4. Select the negotiation and click Respond. 4. 6. Page 174/209 .

Page 175/209 . 5. the next time you access the system the status of your initial response will have been changed to Resubmission Required in the Your Active and Draft Responses section of the Negotiations Home page. 9. 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. The currently active version has the highest number and is the first entry in the table. You are presented any additional amendments. This includes responses to any contract terms the buyer has defined. The amended versions are suffixed with an incrementing counter. there may be deliverables to which you must respond. 2. If you placed a response before the amendment was made. 6. The Amendment History page has entries for the original negotiation and any subsequently amended versions. To be considered for an award decision. 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. 8.2. Click Acknowledge. You can toggle between the current version and its prior version using the buttons. Click Acknowledge Amendment. Review the information. The Review Changes page identifies the information that has changed. The negotiation summary page shows the original version of the negotiation. Click the negotiation number link to view the original negotiation and its updates. If Oracle Procurement Contracts is implemented by the buying organization. or click the Review Changes icon to see what information changed between a version and its prior version.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. and then click the checkbox acknowledging you have reviewed the amendment. you must acknowledge that you have viewed the amendment and placed a new response 7. On the Acknowledge Amendment page. 3. which you must review and acknowledge. 5. Once you have acknowledged all the amendments. Click the suffixed number links to see the different versions of the sourcing document. 4. You use the Create Response page to enter your response to the buyer's negotiation. you are presented the first amendment.Oracle Sourcing Help To respond to a negotiation that was amended after your first response: 1. you can place a new response on the negotiation.

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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may time out before the system receives the file. or if your upload does not complete. If you receive a Task Access Restriction message.6 What if I have problems uploading files? Check the online Help about errors or failures. If you still cannot determine the cause of an error or failure.5 Whom should I contact about technical difficulties? If you experience technical difficulties with this system you should contact your system administrator. the steps you performed that led to the problem. If you are using a slow dial-up connection. Total Agreement Amount Page 180/209 . button.2 Glossary A Agreement Terms (Blanket Purchase Agreement only) Agreement terms are optional. 6. the connection. Agreement Start Date/Agreement End Date The period during which the blanket purchase agreement is effective. some browsers will not upload files or browse directories whose names contain language-specific marks such as accents or umlauts. or if you cannot view or access a specific page.1.Oracle Sourcing Help 6. If the feature in which you are uploading allows.4 Why can't I access some pages. or other feature. 6. or multibyte languages (such as Chinese). note the error text if any. and (for bulk load jobs only) the job number. and apply only when you have selected "blanket purchase agreement" as the auction outcome. task bar option. links. Function security means that features can be used only by users who are allowed access to the features. particularly for large files. try placing the file in a WinZip file to reduce the file size or using a faster connection to the system. buttons. or task bar options? All system features are controlled by function security and your userid. you should contact your system administrator to request additional function assignments. Your system administrator controls function security by creating a Responsibility consisting of different functions. Note: Depending on how the system is set up. 6. Then contact your system administrator. Users who are associated with this responsibility can access and perform specific features. Your Sourcing responsibility assignments determine which features you can use. link.1.1.

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

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

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

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

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

M Minimum Bid Decrement The minimum amount by which bids must decrease This is set in the auction's bid controls. 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. For example: Auction #1234.000 Bidder A's second bid = $900 Bidder A's third bid = $800 Auction #2234. You can enter either a straight amount or a percentage by which bids must improve.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). bid decrement = 20% Bidder B's original bid = $1.000 Bidder B's second bid = $800 Bidder B's third bid = $600 Minimum Release Amount Page 186/209 . the decrement percentage will be calculated based on a bidder's original bid price. Line Types A negotiation line item's line type determines whether the line item refers to goods or services (other line types can also be defined). but will be applied to the bidder's current bid price. If you specify your bid decrement amount as a percentage.

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

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

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

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

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

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

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

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

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

Oracle Sourcing Help 7. You can sort the report by clicking on the any of the underlined column headings To run the Awards by Supplier report. Savings is calculated by taking the difference between Current Price and Award Price and multiplying it by the Award Quantity. Appendix 7.1 What are the Awards by Supplier report? The Awards by Supplier report displays a summary of all awards made by the buyer to supplier(s).3.1. 7. Page 196/209 .type (bid or quote). the report shows the total amount generated by each sourcing transaction. Amounts do not include lines where award quantity and award amount are unspedified.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. see Section 4. Inc. Inc.1. For each supplier. If Current Price is not available. savings is zero. Copyright 2000 Three D Graphics. as well as the total amount awarded to this supplier.1 «How do I run the reports?" Notes: Note the following when generating and evaluating report information o o o Any report displaying calculated amounts does not include any RFI amounts.

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

Amounts do not include lines where award quantity and award amount are unspedified. or All Outcomes. savings is zero. 3.1 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. You can view individual quote details by clicking the quote number. If Current Price is not available. Active lists are available for use by buyers during negotiation creation. Any report displaying calculated amounts do not include any RFI amounts. On the Reusable Attribute Lists page. the attributes on the list will apply to all lines added to a negotiation created with that template (though the buyer who is using the template can edit and remove attributes as appropriate).1. 7. the report reflects only the system-hosted catalog item categories.2 Reusable Attribute Lists 7.4 What is the Awarded Quotes report? The Awarded Quotes report displays information about the selected RFQs that have been awarded in the system. enter a name and description of your list and select a status.2. Note the following when generating and evaluating report information: o o o o When entering a category search parameter. select Standard Purchase Order. Buyer cannot create inactive lists . On the Create Header Atttribute List/Create Line Attribute List page. click either Create Header Attribute List or Create Line Attribute List . 2. Attribute lists are named groups of line attributes (line characteristics) that applies to a line in a negotiation. Blanket Purchase Agreement. Page 198/209 . see "How do I run the reports?" Note: For the Auction Outcome report parameter. If you include an attribute list in a negotiation template. To create an attribute list: 1. To run the Awarded Quotes report.Oracle Sourcing Help 7. Click "Attribute" under the Reusable Lists area of Quick Links on the Negotiations Home page . Savings is calculated by taking the difference between Current Price and Award Price and multiplying the difference by the Award Quantity.

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

click the "Enter Business Terms and Conditions" link to access the Enter Business Terms and Conditions page.Oracle Sourcing Help supplier and allows you to make a more informed award decision. When you view the responses you have received. With line attributes. If you select the "Allow responses in other currencies" option. the system will automatically convert them to your default functional currency. With header attributes. 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. Then when making your award decision. you explicitly enter score values. 7.4 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. See How do I score header attributes? for an explanation on entering score values and how a header attribute's score is calculated . After you have entered your description. The currency is always defaults to the functional currency for your organization and is display only. you define the maximum value that can be assigned to the attribute (and possibly its weight if weights are being used). See What information must I provide to create my negotiation header? for instructions on creating header attributes. You score header attributes differently than line attributes. you can view the supplier responses and manually assign a score that reflects the desirability of the response. Suppliers must include responses to header attributes as well as negotiation lines. you must enter the business terms and conditions that will govern the negotiation. and the system uses the scores you entered (and possible the attribute's weight) to calculate the score for that attribute . Enter the following details (*indicates a required field): RFx/Auction Currency The currency in which you will enter and view all monetary values. Then at analysis time. click the "Define currency list" link to select the currencies you will accept and enter exchange rates and price precisions for those currencies. * Price Precision Page 200/209 .

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

Any time you are on a page on which the graphical monitor icon appears and is enabled. If you are the buyer. as well as blind RFQs. Click on the monitor icon. Additionally. To use the Graphical Monitor: 1. you see only the price. Note to Bidders Add Attachment When you have finished entering your business terms and conditions. If the bid belongs to you. The possible values and the default are defined in Oracle Purchasing. Freight Terms The freight terms for your supplier. Click View Monitor. 2. or you can save the negotiation as a draft by clicking Save Draft. The current winning Quote/Bid is enclosed in a circle. The possible values and the default are defined in Oracle Purchasing.5 How do I use the Graphical Monitor to view responses to items in my negotiation? You can use the Graphical Monitor to easily view all the responses given to any item on a negotiation you have created or to which you have responded as long as the negotiation is still open and is not a blind or sealed negotiation. all quotes/bids are displayed as dots. click the "Add Items" link to proceed to the next step. you will see your name and price. your bid is enclosed in a rectangle.Oracle Sourcing Help The FOB terms for your supplier. A new window opens showing the current responses on the item you selected. 7. 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. 3. if the bid does not belong to you. 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. Page 202/209 . if you are a respondent. you see both for all bids. Holding the cursor over a bid displays its current price. The draft document is available from the Negotiations Home page. Select the item whose performance you wish to see. you can use the monitor to graph the progress of the negotiation items and the responses they've received over time.

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

Fixed Amount . Status . Description . enter information for the following fields: Code ." 5.4. click Done.this code must be unique within all price element codes Price Element Name .a fixed amount for each unit of the item.The default status is active. You can define the same price element to every language installed. click the Auctions or the RFQs tab. You can change the statue to Inactive to prevent the price element from being added to any negotiations. 2. Please see How do buyers and suppliers communicate while a negotiation is in progress? (See Section 2. 7.a fixed amount regardless of the number item units. Click "Create Price Element.how the cost for this price element is determined. Click "Price Elements" under Auction/RFQ Tools. select the language for which you are defining the price element.a text description of the price element Pricing Basis .this name must be unique within all price element names.9) Page 204/209 . 4. 6.a percentage of the final negotiated item price.Oracle Sourcing Help To create a reusable price element: 1. % of Item Price . On the Price Elements page. From the Sourcing Welcome page. Per-Unit . When you have finished entering. You return to the Price Elements page.8 Can suppliers communicate with each other while a negotiation is in process? This file has been obsolete. On the Create Price Element page. 3.

Unless protected. Standard Clauses A standard clause is a clause defined in the Library (See Appendix 7.9.2 “About the Contract Terms Library”). 3. A contract template can consist of: o o o Clauses Variables Deliverables Note: The Deliverables functionality is currently supported only on contract templates with the Buy intent.1 About Clauses A standard clause is the legal or business language used to author a contract.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. not in contract templates.Oracle Sourcing Help 7. the text of a standard clause in the business document can be changed. These templates can then be used to default clauses and deliverables on a contract. you must perform the following steps: 1.9. You can either approve clauses before adding them to the contract template. Approve the contract template. Apply the contract template to a business document. In order to make standard clauses available to be used in business documents. A non-standard clause is a clause that you create to add in directly into the business document. the contract template can contain both approved and draft clauses. Page 205/209 . 7. 2. After you apply the contract template to a business document. at which point the clause becomes a non-standard clause. Non-Standard Clauses Non-standard clauses exist only in business documents. You can create templates that include both clauses and deliverables. Add the clauses to a contract template. or a standard clause that you edit and make non-standard. Clauses are drafted based on both business and statutory requirements. all the clauses in the contract template automatically become standard clauses in the business document. You can create and modify standard clauses in the Library. Prior to approval. or you can leave the clauses in draft form.

9. This section also includes the following topics: o o Variable Identification Value Sets for Variables System-Defined Variables These represent contract document attributes such as payment terms. 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.Oracle Sourcing Help 7.1. The Library gives the legal department and business organizations a powerful tool to create reusable clauses. and variables. 7. System variables are also available to be used in defining Contract Expert rules.9. These rules can be applied on a business document to bring in additional clauses based on the information in the business document. Local organizations can then use or duplicate these clauses and templates and customize them to meet their own specific local requirements. These capabilities provide the foundation for contract process standardization and control across the enterprise. and Contract Expert rules that can be used to create contracts across the enterprise. these tokens will be substituted with values from the business document. In addition to standard clauses and contract templates. You can embed system variables in the clause text. During authoring. Organizations can manage clauses and templates centrally in a global organization. and supplier name. Templates provide a framework for rapid assembly and creation of contracts.2 About Variables Oracle Contracts supports the use of business variables (tokens) in clause text. You can use the Contract Expert feature of Oracle Contracts to create rules that represent the business policies of the organization. Clauses can be grouped into sections and stored as reusable contract templates to codify best practices. 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. Page 206/209 . which will be automatically substituted with values when the clause is used in a contract. customer name. sections. Note: The Contract Terms Library is generally referred to as the Library.1 About the Contract Terms Library The Contract Terms Library is the central library of all pre-approved clauses. contract templates.

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

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

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

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