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

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

....... 142 4........ 141 3..............1..4................................................................ RFQ................................................. 137 2...3..........7 How do I use a spreadsheet to award negotiation items?......................................4.........3...5 How do I download the responses I have received? ............................19 How do I view the approval history for my negotiation? ......1........................................................... or auction? ............................ 147 4................. 145 4...................... 129 2......1.................................... 128 2.......2 Searching for all negotiations to which you have access:...4 How do I award business in an RFQ or auction?....... 143 4..........2.................... 140 2..13 What is contract binding?........................5........................... 143 4........ Sourcing Buyer Intelligence Reports.1 What is Sourcing Intelligence? ................................2... 120 2........................3........................................Oracle Sourcing Help How do I close a negotiation before its scheduled close date and time?.................................1 How do I run reports? ..........1......3 Searching for draft negotiations ..................................... 147 4.................10 What information is contained on the Award Summary page? ........ 124 2..................3 What are the different methods I can use when performing awards? .......1..................4......1 Introduction to Sourcing Intelligence.............. 145 What is the Awarded Quotes report? ........................4... 143 4...........17 How do I create an amendment to a negotiation? .................2 How do I unlock and unseal a sealed RFQ or auction? ...................20 How do I manage deliverables I have assigned to a negotiation?..................... 122 2....4.................4................................................2 Savings by Category report...............3.....3................ 147 4............1............ 138 2...................................................................................... 143 4.................... 127 2.......................................... 120 2...... 133 2..............2 What are the Sourcing Intelligence reports I can generate?..... 143 4..............................................4 Searching for suppliers:..............4......................... 123 2...........11 Can I see information on my negotiations once I have completed awarding them? ......1........1 Searching for your negotiations in which you are participating: ..................5.............1..............1.....5...... 135 2.......3............. 133 2................. 138 2.............5............................... 142 3.......................... 124 2.. 144 What is the Awarded Bids Detail report? .................................. 124 2.............9 How do I disqualify responses I receive for an RFI. 130 2............2 What is the Savings by Category report?.............. 137 2........18 How do I print information on my negotiation? ....................................4 Awarding Negotiations ............... My Profile .........12 How do I generate a purchase order document? ..............................2.........7 Searching for lists...................1 What is the Awards by Supplier report? ........8 How do I allocate backing requisitions among awarded items? ....................................2..................................... 137 2.4...............4...........................................1 How do I update my Sourcing personal options? ..............5............................................. 148 Page 6/209 2..... 139 2.....5 Searching................1 Awards by Supplier report ...5.......2 Intelligence Reports .............6 How do I manually score header attributes? .....1..... 144 4.........................................2.......................................................1 How do I view the responses I have received? ..........4...............1............... 136 2.1 How do I search for information on Oracle Sourcing? .....5..4........ 145 4................................15 ....... 124 2... 139 2...1.2......................................5 Searching for lines and categories...........................3 Awarded Bids Detail report ................... 144 4..............6 Searching for addresses:..........................................1............ 131 2.3............3 How do I export data to a spreadsheet? .....4 Awarded Quotes report ................... 121 2..... 120 2..........1.....16 How do I cancel a negotiation?............... 141 2.....1.....4...............4.........................................5........................

................................. 172 5............1........13 How do I download a spreadsheet and respond offline?........ 150 5............................................. 153 5............... 166 5...........9 How do I print information on my negotiation? .................................1............1...............1.....................12 How do I respond to a service-related line?.......1........ 176 5............................3 How do I track the status of my responses?.........................................1................ 178 6.........................................................................1 How do I monitor negotiations to which I've responded? .......19 How do I respond to a service-related line?.1 How do I access negotiations? ........................3 What is a WinZip (or zip) file? ........ 167 5...................... 170 5.8 How do I use item attributes and price elements when responding to a negotiation? ..11 How do I respond to a deliverable defined to a negotiation?....10 What is proxy bidding and how does it work?.......................... 178 6............................2.1.1......................................... 150 5......4 What is the Awarded Quotes report? .......... 164 5.................................7 How do I view the attachments associated with the negotiation to which I am responding? .1..1................2............................................................4 How do I view the details of a negotiation before placing a response? ...1.................2.............. 163 5............3.....................1.....9 What is AutoRefresh? ................ 151 5....6 How do I submit a response online? ..1.............1................... 179 Page 7/209 ..........17 How do I respond to an amendment to a sourcing document? ........................2..1 How do I search for negotiations? ..................2.............11 How do I turn off proxy bidding? ....... Additional Information........ 164 5...........................2 How do I use Quick Links?..............10 How do I respond to an amendment to a sourcing document? ..........................................2...............2 How do I use Quick Links?...............2...... 148 4.......................... 173 5. 159 5.... 158 5...2..........................1 What are the benefits of registering and participating in this system? ...............1...................1..........8 How do I turn off proxy bidding? .......2............ 161 5.................... 179 6............ 169 5.........3 What is the Awarded Bids Detail report? ....................................... 149 5..... 150 5..............................................................2 Can international companies participate? ....... 178 6...........................................................5 What information is contained on the Awarded Items page? ... 168 5...... 161 5..........16 Why would a negotiation have special terms and conditions? ... 177 5.................................15 How do I respond to a negotiation that has gone to an additional round of responding?................................ 162 5.................................................... 165 5.................1.3 Searching..1.............................................................1.. 152 5................................................ 154 5..................................................................................1................................2.............2......... 152 5......1................................2.................................................................... Help for Sourcing Suppliers.....2 Monitoring Negotiations.................................... 177 6......... 163 5..............1 Additional Topics ............................................12 What is power bid?...................... 167 5.............................................5 How do I respond to a Request for Information (RFI)?........... 170 5......7 How do buyers and suppliers communicate while a negotiation is in progress? .........................................................6 What information is contained on the Rejected Items page?...................18 How do I respond to a deliverable defined to a negotiation?.............................................1............ 175 5..14 How do I rebid on an RFQ or auction? ...........................................................................Oracle Sourcing Help 4. 159 5...................1 Responding to Negotiations.............2.................... 167 5............ 174 5...... 167 5................4 What information is contained on the Disqualified Responses page? ... 158 5...........2.........3 How do I respond to a negotiation? ..

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

date format.1 What can I do with Oracle Sourcing? If you are a Sourcing Buyer. Getting Started 1. 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. To create templates and reusable lists to simplify negotiation creation.1 “Creating Negotiations”). click "Edit" under the Drafts Quick Links section. check the Negotiations at a Glance section. among others. click the Preferences link at the top of the page.Oracle Sourcing Help 1. To create an RFI.1 New to Sourcing? 1. Page 9/209 . buyer's auction (See Section 2.1 “How do I update my Sourcing personal options”). request for quotations (RFQs). If your system is integrated with Oracle Purchasing. see Getting Started for the Sourcing Super User.1. and Buyer's Auction.1 “What are the Sourcing Intelligence reports I can generate”) for many transaction types. see Getting Started for Buyers. You can create a request for information (RFIs). Click the Intelligence tab on the Sourcing Home page. To manage draft negotiations on which you and others may be working. If you are responsible for administering the Sourcing system. Use the Search Negotiations fields at the top of the page to search for a particular negotiation To edit your personal information (See Section 3. You can monitor your negotiations in real time and communicate with participants using online discussions. You can enter many different personal options such as your language. click the appropriate create link from the Quick Links section of the Negotiations Home page. If you are a Sourcing Supplier. you can also use requisition information contained in Oracle Purchasing to create draft RFQs and auctions which you can then complete and submit using Oracle Sourcing. see Getting Started for Suppliers. This system also provides graphical summary and detail reports (See Appendix 7. RFQ. To monitor the negotiations in which you are participating. and password.

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

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

Buyers can use the information obtained to subsequently conduct an RFQ or buyer's auction.2. Page 12/209 . quantity. requests for information (RFIs).4 “How do I create and edit a reusable invitation list”) Sourcing Template (See Section 2.7 “Can I accept responses in multiple currencies”) Multiple Language support Notes and Attachments (See Chapter 6.1.1.2. Common Functionality All sourcing document types have the following common functionality to simplify the negotiation creation process: Reusable Attribute Lists (See Appendix 7.2 “Glossary”) Terms and Conditions enforcement (See Section 5. enabling them to efficiently obtain the best possible prices for goods and services. “How do I create and edit negotiation templates?”) and Copy features (See Section 2.requests for quotations (RFQs). Buyers use real-time interaction to obtain information on suppliers' products and services. and then use that information to create negotiations that drive prices based not only on price. Buyers and sellers.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.1.2. The four different types of sourcing documents available .2. Prices are established based on actual supply and demand at the time the negotiation is transacted.1.4. can bypass intermediaries and establish relationships that might not have been possible using more traditional methods of buying and selling. and item-specific attributes.2.1.1.1 What is Oracle Sourcing? Oracle Sourcing offers flexible negotiation capabilities to buyers and sellers.1 “How do I create an attribute list?”) Reusable Invitation Lists (See Section 2. but on lead times.Oracle Sourcing Help 1.2 Getting Started with Oracle Sourcing 1. who might never meet face-to-face.3.6 “How do I copy a sourcing document”) Multiple Currency support (See Section 2. and buyer's auctions.1 Frequently Asked Questions: Oracle Sourcing 1.

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

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 .

If permitted by the buyer. Once the auction is completed.1. Page 15/209 . whether multiple rounds of bidding are possible. RFQs can be blind (buyer can see the quotes during the RFQ. Buyers can tailor each auction to control who can see bids during the auction. This information generates competition and encourages suppliers to submit their best possible price. suppliers are immediately notified of the auction results via online notifications. so suppliers can never see each other's quotes while the negotiation is in progress. and whether partial bids are allowed. suppliers can view all bids submitted while the auction is open. The buyer uses supplier responses to identify the group of suppliers who should be included in the subsequent negotiation. See the table below to help you determine which type of negotiation to create. RFIs typically do not make reference to item price or quantity. Many different items can be included in an auction. Requests for quotes (RFQs) RFQs enable buyers to collect quotes from suppliers for complex and hardto-define items or services.Oracle Sourcing Help 1. RFIs are used more for gathering information on goods and service provided by a supplier than to lock in particular price information.2.2 What are the differences between the available negotiation types? The four types of negotiations are Requests for Information (RFIs)'. request for quotes (RFQs). Auctions Auctions enable buyers to solicit bids for goods and services that are clearly defined. The RFQ process is generally the longest of the negotiation processes. The supplier responds by answering the buyer's questions. Buyers can discover new suppliers or buyers and get competitive pricing or improved service. but suppliers cannot) or sealed (neither buyer nor suppliers can see the quotes until the RFQ is closed and the quotes are unsealed). the information contained in the RFI can be copied into an RFQ or buyer's auction. RFIs identify important item criteria on which the buyer needs information. as necessary. RFIs can be (and typically are) taken to multiple rounds until the buyer has enough information to identify supplier(s) with which to deal. and auctions. At the conclusion of the RFI cycle. such as made-to-order manufacturing or construction projects. Requests for Information (RFIs) RFI's are used to qualify suppliers and their goods and services for subsequent procurement activities. Once suppliers have submitted an initial round of proposals (quotes). This process may go through multiple rounds of negotiations and quotes. the buyer has the power to fine-tune the RFQ and initiate detailed negotiations. Therefore. such as office furniture and memory chips.

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

4.11) Price Breaks (See Section Price Breaks (See Section 2. item information.4.1.8) Section 5.8) Extend/Early Close (See AutoExtend (See Section Section 2. Convert to negotiation document (See Section 2.1. have previously created.11) 2. Page 17/209 .10) Bidding (See Power Bidding (See Section 5.1.1.1. Multiple Quotes The RFQ business process allows suppliers to submit a single quote per round.7) 1. and invitation list are copied into a new document which you can edit if necessary.4.7) 2.1.8) Price Elements (See Manual Section 5.4.1.15) scheduled close Minimum Bid date.3.11) an RFQ or close an RFQ earlier Early Close (See Section than the 2.2) Information obtained during the RFI can be used to create a new negotiation document.4. Manual Extend/Early Close (See Sections 2.3.1. Multiple If allowed by bidders may multiple bids.8) RFIs use item attributes to solicit item information from suppliers. The details of the document such as the controls.1. submit Other Proxy Bidding (See Attribute Based Section 5.1.2.15) Buyers can manually extend an RFI or close an RFI earlier than the scheduled close date.1. Decrement/Increment (See Section 2. terms and conditions. or any other users in your organization.4.3 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.10) Price Elements Attribute Based Bidding (See Section (See Section 5.11) Buyers can Manual Extend (See manually extend Section 2.11/2.1. Bids buyer.1.1.Oracle Sourcing Help Attribute Based Bidding (See Section 5.8) 5.

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

1. but also to other features salient to each item. When creating an RFI.2.5 Are reusable invitation lists and reusable attribute lists shared across all three negotiation types? Yes.7 I just saved a negotiation as a draft document. Depending on the setting chosen during the negotiation creation. you can click "Manage Draft Negotiations" to access the Manage Draft Negotiations page. and delivery. 1. You are granted exclusive control until you release it. or display only. 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." Alternatively.Oracle Sourcing Help 1.1. From this page you can access and edit any of your draft negotiations. you see the Confirmation page. 1. these lists are shared across all document types and can be accessed by the buyer as required. From this page. quantity. that allow bidders/suppliers not only to respond to the price.2.2. Suppliers reply to the item attribute.1. optional. in essence "answering" the buyer's question.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. These attributes represent important aspects of the item for which the buyers need information from their suppliers. you can click "Continue editing your draft. buyers define attributes for negotiation items.1.4 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. How do I continue working on it? You can continue working on a document saved as a draft by After clicking Save Draft.6 What is attribute based negotiation and how can I use it? Attribute based negotiations enable buyers to define multiple item-specific characteristics.2.2. The document is released when Page 19/209 . Item attributes and their responses comprise the heart of the RFI process.1. called item attributes. ensuring that only one user can work on a draft at any time. 1.1. 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. these attributes can be either required.

1.Oracle Sourcing Help You save it. you can delete the draft for the new round from the Manage Draft Negotiations page. You submit it (the draft becomes a valid negotiation in the system). (The original creator can always unlock a draft. Negotiations with Round Completed are not available for awarding. Each has its own benefits: Page 20/209 . However.10 If I have saved a draft of a new Quoting/Bidding round. The system automatically updates the status of the previous round to Closed. the system automatically updates the status of the previous round to Round Completed. (Users with the appropriate function security.2. you are not required to enter any information. such as the Sourcing Super User. You delete it from the Manage Draft Negotiations page. making it available for award. It is removed from the system.12 I know I can create RFQs and auctions in both Oracle Purchasing and Oracle Sourcing. 1. can I award business to quotes/bids from the previous round? Once you save a new round of Quoting/Bidding.1.) 1.1. If you wish to create a draft for a new round.2. You can save an negotiation as a draft as soon as you get to Step 2. can unlock draft auctions/RFQ which were locked by other users.1. What are the differences? You can create RFQs and auctions in both Oracle Purchasing and Oracle Sourcing.9 What is the minimum information I need to enter before I can save a draft negotiation? Enter the information required for Step 1 of the creation process.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. The draft creator selects the draft and clicks Unlock on the Manage Draft Negotiations page.2.) Another user removes the lock. The information from the previous round is enough to save a draft.2. Negotiations lines entered directly in Oracle Sourcing can include item numbers and item revisions if the item information was retrieved from the Item Master. 1. 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. or need-by date.14 What is Multi-Attribute Weighted Scoring and how does it work? Multi-Attribute Weighted Scoring is the ability for a buyer to use customizable attributes to define a product or service in a quantifiable manner. Custom attributes having weights and scores are called weighted attributes and require a response. 1. New buyers can then manage the requisitions as needed.2. 1. The goal of scoring is to motivate a respondent to respond with quotes/bids most closely matching the desired attribute values. The higher the score. This allows the buyer to define the relative importance of each attribute by assigning weights to these attributes and scores to expected values for each attribute.1. The old Sourcing negotiation number remains on the requisition line until a buyer creates a new negotiation using the requisition. the more desirable the attribute value or range of values. the requisitions become available again to AutoCreate in Oracle Purchasing. It then ranks the scores for the same item from different respondents based on a Price to Total Score ratio.Oracle Sourcing Help RFQs/auctions in Oracle Sourcing Real time bidding. As responses are received. Scores are numbers between zero and 100 and are assigned to each possible attribute value or range of values. The higher the weight. breaks.2. Weights and scores can be assigned to the custom attributes. Page 21/209 . quantity. Scores represent the desirability of that attribute value or range of values compared to other values.1. the system calculates a weighted score for each attribute response and a Total Score for the item.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 important the attribute to the item. 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.

To lower the ratio for an item included in a bid. however. they are allowed to respond in only one currency per response.16 What is the difference between Price-Only and Multi-Attribute Weighted Scoring RFQs/auctions? In a price-only negotiation.Oracle Sourcing Help 1. quantity. Though suppliers in a multi-currency negotiation can submit responses in several currencies. 1. reflected in the Price to Total Score ratio. 1. In a Multi-Attribute Weighted Scoring negotiation.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. A buyer can view bids plotted on a Price to Total Score graph to assist in analysis of quotes/bids. In both price-only and Multi-Attribute Weighted Scoring negotiation.1. However. suppliers can quote/bid on price. The lowest ratio receives the highest rank. the negotiation currency defaults to the functional currency defined for your operating unit.18 How do I invite non-registered supplier contacts to register with the system? If a supplier company has already been defined to your system (using Oracle Purchasing) and you know of any non-registered contacts at the supplier company whom you wish to invite to current or future negotiations. the system ranks the supplier only on the basis of price. the system will automatically convert the responses to the negotiation currency.2. In other words. the buyer can still award the negotiation to any supplier regardless of the Price to Total Score ratio values.1.2. 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. 1. you can invite these users Page 22/209 .2.17 Can I accept multiple currencies in my negotiation? Yes. it offers the best value for the money. Whenever you view the responses you have received. When you create a new negotiation.2. The lowest ratio among competing responses may not offer the lowest price.1. but it offers the lowest price per point of score.1. you can allow bids or quotes in currencies other than the negotiation currency. 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. 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 buyer can still award the item regardless of the ratio. item attributes can be scored and weighted.

5. On the Approve a Supplier User page. Either way. you can register them yourself. you can directly invite a user to register with the system 1. Once you receive a notification that the user has registered. From the Portal page. click Approve/Reject Supplier Users. 3. 3. Once the user has completed the registration form. Once you receive a notification the user has registered. 4. The user is sent a registration notification including the registration URL. Page 23/209 . you must approve the registration. From the Portal page. review the information supplied by the user. If the information is correct. On the Supplier User Registration Summary page. To invite a user to register: If you have the Sourcing Super User authorization. On the Approve a Supplier User page. Click Invite. you can approve their registrations to allow them to participate. From the Portal page click Approve/Reject Supplier Users. On the Supplier User Registration Summary page.Oracle Sourcing Help to register with the system." 2. click Approve. review the information supplied by the user. click Approve. you can begin inviting the new user to your negotiations. you must approve the registration. If the information is correct. 4. Click Next and continue creating your sourcing document. These users receive a notification to register and the URL of the registration site. select the user you would like to approve and click View Details. 6. you receive a notification requesting that you approve the registration. a buyer with the appropriate authorization can add the company to your Supplier Master). once the registration requests are approved. 5. 2. On the Invite Bidders/Invite Suppliers/Invite Respondents page. select the user you would like to approve and click View Details. 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. On the Invite a Supplier User page. Once they have registered. enter the required information (if the supplier company information does not exist within the system. you can enter the email address of the non-registered user in the Additional Contact Email field. click "Invite a Supplier User. Or if you know the necessary contact information. you can invite additional non-registered users while creating your negotiation document. 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 .Oracle Sourcing Help To register a user yourself: Anyone with the Sourcing Super User authorization. You receive a confirmation that the new user has been registered." 2. Event Recipient Purpose To inform them that the negotiation is open for previewing or bidding To invite them to acknowledge intent. From the Portal page. 1. can directly register and approve users.1. 1. Invitations are automatically sent to each supplier. Select the applications to which the user will have access. 1.20 What is the purpose of notifications? Who receives them and when? Notifications are used to communicate specific events to users.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. click "Register a Supplier User. On the Register an External User page. acknowledge intent. enter the required information. and participate in the negotiation Preview or open Buyers date/time Preview or open All invited suppliers date/time Preview or open All invited date/time contacts additional To invite them to register.1. Search for and select the supplier company name by using the flashlight icon (if the supplier company information does not exist within the system.2. Click Register.2. 3. a buyer with the appropriate authorization can add the company to your Supplier Master).

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

Otherwise.1. However.1. 1. If the buyer starts another round of negotiation before the reminder time. the reminder is not sent.2. It is not mandatory to acknowledge your intent before submitting responses. they receive it at the original reminder time. then invitees do not receive a reminder.2.22 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. these new invitees receive reminders at the original time. however. If additional companies are added before the original reminder time.2. If the negotiation is closed. you can upload it to enter your responses into the system to. you can download a spreadsheet which you can complete offline to specify your response information. you can respond to negotiations created by your company's affiliates.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. Once you have completed this spreadsheet. Bulk loading is also useful if you respond in similar negotiations that occur repeatedly. Such acknowledgments are intended to enhance communication between buyers and suppliers and inform buyers of the potential participation. canceled or deleted before the reminder time. You cannot respond to any negotiation that your company owns. if they are added after the original reminder time.1. 1.23 Can I respond to a negotiation created by someone in my company? No.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. 1. then invitees do not receive any reminder. Page 26/209 . 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. they do not receive reminders.

You can search for the purchase orders in Oracle Purchasing by entering the negotiation data. click the response number link to view the information on that response including the corresponding purchase order created for that response.Oracle Sourcing Help 1. As the system administrator. and then click "Negotiations Configuration. In Oracle Sourcing.2. On the Negotiations Summary page. for example. 1.1.2. the negotiation number. 1. access the negotiation whose associated purchase orders you wish to see by entering the negotiation number into the Search Negotiations fields.26 How many characters can be entered into the Item Description and the Note fields? For an Item Description field.1. This displays all purchase orders for a particular negotiation. On the Award Summary page. you can enter a maximum of 2000 characters." Select the indicator and specify whether users can override your selection. Page 27/209 . Any user assigned the appropriate job function can add suppliers to an RFQ or auction any time before the close date and time. You can also search Oracle Purchasing by entering the original requisition information. 1. Click the Administration tab.27 Can the system administrator require buyers to use a certain rank indicator? Yes.1.28 How can I check which purchase orders were created after completing my RFQ/auction? There are various ways to check which purchase orders were created. You can check your Notifications for the Purchase Order Creation Notification.1. For a Note field.25 Can I invite additional suppliers to an RFQ or auction I've already created? Yes. you can require a particular indicator be used for all negotiations.2. which includes the purchase order numbers along with other information.2. select Award Summary from the Action menu and click Go. you can enter a maximum of 240 characters.

RFQs typically consist of multiple rounds with competition focused on whether supplier(s) can meet the specific requirements. Buyers initiate RFQs that may include multiple line items by publishing the RFQ and inviting suppliers. The RFQ process usually lasts days or weeks through multiple rounds of negotiations.1.5. RFQs supports both blind and sealed RFQs.3 “How do I create and edit negotiation templates”). buyers can review quotes and award the RFQ or submit a modified RFQ for another round of quoting. Quote preparation and submission (See Section 5.Suppliers view the RFQ details and submit their quotes online. Page 28/209 . 3.5 “How do I use price elements”).1.1.4.1. Reusable attribute lists (See Appendix 7. RFQ monitoring (See Section 2. Once suppliers have submitted an initial round of quotes.3.1. RFQ creation (See Section 2. The suppliers' responses to the RFQ allow the buyer to compare quotes and negotiate the best price and specifications for the good or service. Suppliers cannot view competing quotes while the negotiation is in progress. Once the RFQ is completed. Buyers analyze the quotes and either award the RFQs or modify the RFQs and open them for another round of quoting. RFQ is typically used for complex items or services such as made-to-order manufacturing items or construction projects.Buyers can monitor real-time quote activity and take appropriate action. Steps in the RFQ process include: 1.2.2 Getting Started with RFQs RFQs support the full business process to solicit quotes from suppliers.2. RFQ Capabilities RFQ templates (See Section 2. Price elements (See Section 2.3 “How do I respond to a negotiation”).2 “How do I monitor the negotiations I have created”).1.4 “How do I award business in an RFQ or auction”).Oracle Sourcing Help 1. Reusable invitation lists (See Section 2.1 “How do I create a new negotiation”). 4. 2. RFQs enable buyers to collect quotes from suppliers for complex and hard-to-define items or services.2. suppliers are immediately notified of the results via online notifications.4 “How do I create and edit a reusable invitation list”).1 “How do I create an attribute list”). RFQ modification or awarding (See Section 2.2.

4.15 “How do I close a negotiation before its scheduled close date and time”). or auction”).16 “How do I cancel a negotiation”)and Disqualifying quotes (2. Canceling RFQs (See Section 2.4 “How do I award business in an RFQ or auction”). Integration with Oracle Purchasing (See Section 2.1.1.16 “Why would a negotiation have special terms and conditions”) Quoting online (See Section 5.1.1.4.4. (5.14 “How does Oracle Sourcing use information in Oracle Purchasing when AutoCreating draft sourcing documents”). Online or offline awarding capability (spreadsheet awarding).8 “How do I use item attributes and price elements when responding to a negotiation”). (See Section 2.14 “How do I initiate a new round of responding”).2 “Glossary”). Page 29/209 .Oracle Sourcing Help Price breaks (See Section 2.4.7 “What are reusable price elements and how do I create them”).5 “How do I use the Graphic Monitor to compare competing quotes or bids for a particular negotiation line”). Quote comparison (See Section 2.1. Terms and Conditions enforcement (See Section 5. Manual extend (See Section 2.5.2 “How do I monitor the negotiations I have created”). Sourcing Events (See Appendix 7.6 “Why are some RFQs and auctions associated with a sourcing event”).2 “Glossary”).6 “How do I submit a response online”) and offline (spreadsheet quoting).5. Graphic RFQ monitor (See Appendix 7. RFQ. and how do I use them”). Multi-round quoting (See Section 2.4. Multiple RFQ styles: blind or sealed (See Section 6.7 “What are price breaks.1.9 “How do I disqualify responses I receive for an RFI.4.3. Real-time status updates Notes and attachments (See Section 6.11 “How do I extend a negotiation that is in progress”) and early close features (See Section 2.13 “How do I download a spreadsheet and respond offline”). Capture Total Cost (See Appendix 7.5 “How do I use the Graphical Monitor to view responses to items in my negotiation”) Purchase order generation Attribute based quoting (See Section 5. Monitoring quote activity in real-time (See Section 2.

2 Can I submit multiple quotes per round? If allowed by the quote controls.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. Suppliers can choose the Quote currency in which they will place their quotes. 1. In a Multi-Attribute Weighted Scoring RFQ. you can submit multiple quotes within the same round. but quote disqualification is at the discretion of the buyer. 1.2. 1. The system validates the data.3 Frequently Asked Questions: RFQs 1.3. You can prepare your list of RFQ items offline and upload the completed spreadsheet. 1. The Unseal Date is the date when the buyer unseals the unlocked RFQ allowing the suppliers to view the quotes as well. but you must enter the weights and scores for an item's scored attributes online. An RFQ buyer can setup an RFQ to accept quotes in multiple currencies by selecting the RFQ currency and then identifying any Quote currencies in which quotes will be accepted. you can upload items using a spreadsheet.3.2.2.Oracle Sourcing Help 1. Quotes are converted to the RFQ currency for quote review. ensuring the integrity of the submitted RFQ items. Page 30/209 .2.3.2. This allows you to create your multi-line RFQ quickly. You can contact the buyer who created the RFQ and ask to have your quote disqualified.3.3.2.3 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. Quote Currencies Additional currencies in which quotes will be accepted. It is the RFQ buyer's reference and review currency.5 What is the most efficient way to create an RFQ with several line items? You can use the spreadsheet functionality to create an RFQ with several items.

the Promise Date is optional.11 Can I invite additional suppliers to subsequent rounds of an RFQ? Yes. 1. Page 31/209 .3.3. completing multiple item attributes. 1. In all other cases.3. 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.3.3. Promise Date is an required field. 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.2.2. 1. Once the supplier has provided you the email address.8 What is the Promise Date. Downloading the RFQ contents allows suppliers to quickly respond. you can invite additional suppliers by using the same process employed during the initial RFQ creation.9 Is an RFQ always blind or sealed and why? An RFQ is always either blind or sealed.6 What is the most efficient way to quote on many line items in an RFQ? If an RFQ consists of many line items. When Promise Date is an optional response. During the upload. An automatic invitation will be sent to each invited supplier.2. You can invite suppliers by selecting them from the supplier master list.2.Oracle Sourcing Help 1. spreadsheet items are validated to ensure the integrity of the submitted quote. In an RFQ whose outcome is a blanket purchase agreement. and why would I enter one? In an RFQ whose outcome is a standard purchase order. When creating additional rounds for an RFQ.2.3. 1. This is one of the feature of RFQs and mirrors the general off-line behavior of this negotiation model. See How do I invite suppliers to my RFQ or auction? for details on identifying contacts.7 How can I view the quote values for all the price elements of an RFQ item? You can view the quote values for an item's price elements from the Negotiations Summary page. 1.2. the Promise Date is required only if the RFQ uses multi-attribute weighted scoring and Promise Date is one of the scored attributes.10 How can I invite a group of people from a supplier? Ask the supplier (or a supplier contact) to create a group email list that includes all the individuals who should receive the negotiation notifications. Suppliers complete the quoting process by uploading the spread sheet back to the system.

1. 1.2.Oracle Sourcing Help 1. 1. however. select Close Early from the Action menu to close the RFQ.3. Select Start New Round from the Action Menu. 1.14 Can I close my RFQ earlier than the original close time? If you select the Early Close option when specifying quote controls.12 In a sealed RFQ.13 Why can't I see the graphical monitor in a sealed RFQ? While an RFQ is sealed. On the Start New Round page. you cannot see either the name of the respondent or the details of the bid until you unlock the RFQ. can I see who is bidding? In a sealed RFQ.3.2. 2. you can manually close your RFQ earlier than the original close date/time. you can start another round of quoting. none of the details are available for viewing by any suppliers.3.2.15 How do I start another round of quoting in an RFQ? Once an RFQ has been closed.2. On the Negotiations Summary page.3. Once the buyer has unlocked and unsealed the quotes. 3. Use the negotiation number in the Search Negotiations fields on the Negotiations Home page to access the negotiation. you can see how many quotes are being placed. you can use the Graphical Monitor to view quotes. 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. quantity and item-specific attributes. Because most auctions are open for short periods of time.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 last for a set period of time.4 Getting Started with Auctions Getting Started with Auctions Auctions offer complete.The buyer defines the auction and includes all the auction item information.2.3 “How do I respond to a negotiation”). Negotiations allows buyers to establish either public or private auctions to meet the specific needs of buyers. Creating the auction (See Section 2. Bidders participate in the auction by viewing the Page 33/209 .2. although the close time can be extended manually or automatically based on last minute bids.1 “How do I create a new negotiation”).1. Auctions allow real-time interaction to drive dynamic prices based on information that extends beyond price to include lead times. Prices are established based on actual supply and demand at the time the auction is transacted.1.3. typically a matter of a few days. the bidding process moves quickly which results in increased competition. Responding to the auction (See Section 5.Oracle Sourcing Help 1. such as office furniture or memory chips. Steps in the auction process include: 1.1. Auctions enable buyers to solicit bids for goods and services that are clearly defined. flexible auction capabilities to buyers so they can efficiently obtain the best possible price for goods and services. Auctions are typically focused on creating competition between bidders. the business terms and conditions and intended bidders.

1 “How do I create an attribute list”).2. Price elements (See Section 2.1. 4. Sourcing Events (See Appendix 7. Power bidding (See Section 5.1. bid quantity.Oracle Sourcing Help auction items and submitting bids online.3. Autoextend feature (See Section 2. If permitted by the auction rules.4 “How do I award business in an RFQ or auction”).11 “What are response controls”). Page 34/209 .2. Capture Total Cost (See Appendix 7.4. Once the auction is completed. Auction features include: Auction templates (See Section 2. Price breaks (See Section 2.3 “How do I create and edit negotiation templates”).3.5 “How do I use price elements”).2 “Glossary”).4. Reusable attribute lists (See Appendix 7. bid attribute value(s).1.1.4 “How do I create and edit a reusable invitation list”).2. bidders can view competitive bids during the auction.2 “How do I monitor the negotiations I have created”).1.15 “How do I close a negotiation before its scheduled close date and time”).The buyer and all other participants can monitor the real-time activity during the auction and take action as necessary. bidders are immediately notified of the auction results via online notifications.7 “What are price breaks.1. 3. Multiple Auction styles: open.12 “What is power bid”).6 “Why are some RFQs and auctions associated with a sourcing event”).11 “What are response controls”).1. blind or sealed (See Section 6. Monitoring the bid responses (See Section 2.1.5.8 “How do I use item attributes and price elements when responding to a negotiation”).4.1.11 “How do I extend a negotiation that is in progress”) and early close features (See Section 2. Manual extend (See Section 2. Evaluating and awarding bids (See Section 2. and how do I use them”). Reusable invitation lists (See Section 2.1.7 “What are reusable price elements and how do I create them”). Minimum Bid Decrement/Increment (See Section 2. Proxy bidding (See Section 5.10 “What is proxy bidding and how does it work”). Attribute based bidding (See Section 5. The buyer analyzes the bids and awards the auction based on the price.1.

Oracle Sourcing Help Canceling auctions (See Section 2. Purchase order generation Real-time status updates Bidding online (See Section 5. (See Section 2.16 “How do I cancel a negotiation”) and Disqualifying bid (2.5. or auction”). Page 35/209 . Online or offline awarding capability (spreadsheet awarding).2 “How do I monitor the negotiations I have created”). Graphic Auction Monitor (See Appendix 7.13 “How do I download a spreadsheet and respond offline”).4 “How does Oracle Sourcing use information in Oracle Purchasing when AutoCreating draft sourcing documents”).4.5.1.1.1. Integration with Oracle Purchasing (See Section 2.4.4.6 “How do I submit a response online”) and offline (spreadsheet bidding).9 “How do I disqualify responses I receive for an RFI.5 “How do I use the Graphical Monitor to view responses to items in my negotiation”) Notes and attachments (See Section 6. Bid comparison (See Section 2. RFQ.2 “Glossary”).1. (5. Monitoring bid activity (See Section 2.4 “How do I award business in an RFQ or auction”).5 “How do I use the Graphic Monitor to compare competing quotes or bids for a particular negotiation line”).

1. 1. The buyer can also choose to display the target price to the bidders for reference.2 What is the difference between Quote/Bid start price and target price? When creating a new RFQ or auction.5. provided that: 1.5 Can someone in my company award an auction that I create? If granted the appropriate authorization. The auction to which they are responding is not owned by their company 2. All registered users in a company can bid on the same auction.4 “Why can't I access some pages.5. 1. Everyone can see the bid content once the auction is unsealed. Page 36/209 .6 Can two people from the same company bid on the same auction? Yes. The bid controls for this auction allow multiple bids per round . Blind: Only the buyer can see the bid content Sealed: Neither the buyer nor the suppliers can see the bid content until the auction closes.2. 1.5.4 What is the target price used for? The target price is mainly used for internal performance analysis for the buyer. 1. but only the buyer can see the identity of the bidder. 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. The target price is the price you hope to pay for one unit of an item. They have the appropriate function security (See Section 6. 1. buttons.5.5. and 3.2.2.Oracle Sourcing Help 1. or task bar options”).2.5 Frequently Asked Questions: Auctions 1. The buyer can see the bids once the auction is unlocked.5. You can elect to display the target price to participants.2. Note: Two people from the same cannot quote in the same RFQ.3 Why isn't there a target price for every item? Target price is an optional value. someone else at your company can award an auction created by you. Buyers are not required to designate a target price for every item.1 What are the different auction styles? The buyer can choose from three types of auctions: Open: everyone can see the bid content.2. 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. links.2.

1. When you invite a supplier (See Section 2.7 When two respondents from the same company place bids. why would I invite suppliers to participate? For a public RFQ/auction.2.13 “How do I invite suppliers to participate in my negotiation”) to participate.5. you might want to send invitations to increase specific suppliers' awareness of your RFQ/auction and encourage participation. can they view each other's bid details? Depending on the auction style. the bidders will be able to see different information as shown below: Auction Style Other Bidder's Viewable Information Company Name Time of bid Bid details Any Notes and Attachments (if notes and attachments are viewable for auction) Company Name Time of bid Company Name Time of bid Open Blind Sealed/Locked Company Name Sealed/Unlocked Time of bid or Bid details Sealed/Unsealed Any Notes and Attachments (if notes and attachments are viewable for auction) 1.2.1. none of the previous responses submitted are available for awarding. After you initiate a new round of responding.9 How do I initiate a new round of quoting or bidding? After your RFI. RFQ. and your RFQ/auction appears in that supplier's "Open Invitations" list of invitations. However. you can initiate a new round of responding if you set the controls to allow multiple rounds of responses (RFQs always permit multiple rounds of quoting).5. Page 37/209 .Oracle Sourcing Help 1.5.2. that supplier receives an e-mail notification about your RFQ/auction. or auction has closed.8 If my RFQ/auction is open to all suppliers. you are not required to send invitations to any suppliers.1.

you can initiate a new round of responding from the negotiations summary page: 1.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. and task assignments. or auction has closed. Ship-To. or you must manually close it early. you can change the date to reflect more current rates. After the RFI. Notes and Attachments Page 38/209 . click the Full List button to see a display of all your published negotiations. On the Negotiations Home page. Possible Collaboration Team Changes You can change the makeup of the collaboration team working on this negotiation. RFQ. view only status. click the Number link for the negotiation you wish to see. 3. . Possible Description Modifications *Title/Style You can give your negotiation a new name and change the negotiation style. On the Create New Round: Header page. Carrier. You can update members' approval status. FOB. Security Level You can change the level of security on the negotiation . Possible Negotiation Currency Changes If this is a multi-currency negotiation. You can also enter search values in the Search Negotiations fields to search for a negotiation. Possible Terms Changes You can change the Bill-To. 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. and Freight Terms. Payment Terms. and you originally chose to Base Exchange rates on a set of company exchange rates for a particular date. 2. select a negotiation by clicking its Number link under the Your Negotiations at a Glance section. update your negotiation's header details as appropriate (*indicates a field that must be entered prior to the new responding round). From the Results: Negotiations display. You must either wait until the negotiation reaches its close date and time.Select Start New Round from the Actions menu and click Go.

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

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

You can also define the total number of auto extensions and the extension period. You can specify whether the auction is extended from the original close time or from the time when the winning bid has been received.14 How can I extend an auction beyond the close date/time? You have two ways of closing an auction before its originally specified time by selecting either the Manual Extend and/or AutoExtend bid controls when creating the auction.2. a company can place one bid in each round when being invited to that round Page 41/209 . however. AutoExtend extends the duration automatically if new bids are received in the closing minutes of the auction. Bidders cannot respond to display only attributes so there is no value for comparison. 1. 1.5. best bid" is selected for a multi-round auction. no other user at the same company can bid. For example. When the buyer hides scores/weights.2.2.5. Bid disqualification. if Bidder B bids triggering a proxy bid for Bidder A and the resulting bid results in the same Price to Total Score ration. the bidder can only view the resulting Price to Total Score for a bid. 1. You can also specify if the autoextend is for the entire auction or particular line items.5.2.12 Why can't I always view scores and weights set up by the buyer? The buyer can optionally hide scores and weights from the bidder.13 Why are display-only attributes not visible in the Bid Compare page? Display only attributes are used to convey information to bidders.5. 1.16 What is a Single Best Bid? A Single Best Bid is a response to an auction that allows only one bid per company. the bidder can contact the buyer and ask to have the bid disqualified. The response is at the company level. 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. is up to the discretion of the buyer. that is. 1. once one user at a company responds.11 Can a bidder retract a bid? If a bidder has submitted.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.Oracle Sourcing Help 1.2.5.A bidder must submit a single.2. When the bid control "No .

Once you have placed a proxy bid. or near the end of an auction period when there may be a time constraint. Proxy bidding is not available for any auction item that has price elements. Power bid is not available for any auction items having price elements. or Proxy Bid Minimum. Power Bid When rebidding. 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 . When the bid reaches the Proxy Bid Minimum. you cannot change any bid information (including responses to item attributes) until the Proxy Bid Minimum is reached unless you cancel the proxy. Once the limit price is reached. you can revise bids for all items on which you have previously bid by a specified percentage. all of the bids in an auction will be decreased by the percentage specified. Therefore if you are bidding in a Multi-Attribute Weighted Scoring auction.2.17 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. This allows you to streamline the rebidding process when you have bid on several items in the same auction. you can set new Proxy bid parameters or bid manually. you cannot update attribute responses to better your score although proxy bid will rebid to better a price. and the bids must be submitted quickly. You can setup the Proxy Bid Decrement for an auction. for each item.5. This is a very useful feature when your goal is to win all auction items.Oracle Sourcing Help 1. The system Speeds up the bidding process rebids until proxy is by simultaneously updating the canceled or minimum bid prices for all bid items. Comment Proxy Bid Power Bid Feature Use Repeated automatic bidding. When you use Power Bid. the bidding automatically stops. as well as the limit price.

To avoid these situations. Page 43/209 .00 with a score of 90 for the item. However. This bid (84/90) is now the winning bid. For example.00. Supplier A's proxy is triggered to place a new bid of USD 84. Supplier B's bid is the winning bid even though the bid price is higher. Supplier A's proxy is not triggered.Oracle Sourcing Help 1. Supplier identities are never revealed to other bidders.2.18 How does Proxy Bidding work in Multi-Attribute Weighted Scoring auctions? You can define Proxy Bid parameters with Multi-Attribute Weighted Scoring auctions similar to price-only auctions. Now Supplier B's bid (92/100) is better than Supplier A's bid (84/90).5. This bid (94/100) is better than Supplier A's bid (95/90).00. Supplier B then bids USD 94.19 Can a bidder see the names of the other bidders? Bidders cannot see other bidders' identities. a proxy bid decrement of USD10. And since Supplier A's proxy minimum (75. 1.5. You may need to cancel the proxy bidding process to redefine attribute information to improve your price to total score ration. he cannot modify any attribute responses to try to improve his score.00. Therefore.2. not just the bid price.00 and a proxy minimum of USD 75. a bid can be beaten based on the Price to Total Score ratio without triggering a new proxy bid. since proxy bids are generated based only on the price of the competing bid. you may need to closely monitor Multi-Attribute Weighted Scoring auctions which also use proxy bidding.00) has not yet been reached. Supplier A's proxy will only be triggered again if there is a bid with a price lower then USD 84.00 with a score of 100 for the same item.00. Supplier B then places another bid of USD 92. but since Supplier B's bid price is still higher than Supplier A's bid price. Supplier A places a bid of USD 95. Since Supplier B's bid price is less than Supplier A's bid price.

1. Page 44/209 . and how do I use them in my negotiation”) Invite Your Suppliers (See Section 2.1. and Buyer's Auctions 2.1. RFQs.1.1. RFIs can be taken to multiple rounds until the buyer has enough information to identify supplier(s) with which to deal.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.7 “What are contract terms and conditions.1 Creating RFIs. o If you have previously created an RFI.Oracle Sourcing Help 2. Enter Negotiation Lines (See Section 2. At the conclusion of the RFI cycle. 2.1.1.1. You can also create new negotiations quickly by applying a negotiation template.1. Help for Sourcing Buyers 2.1. 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. You can create a negotiation and save it as a draft before submitting it.9 “How do I add lines to a negotiation”). This allows you to return to the creation process at a later time or have multiple people working on the same negotiation.1 How do I create a new negotiation? Use the instructions on this page to create Sourcing negotiations (RFIs. RFQ. Define Your Response Controls (See Section 2. and buyer's auctions).1 Creating Negotiations 2. RFIs are used more for gathering information on goods and service provided by a supplier than to lock in particular price information. the information contained in the RFI can be copied into an RFQ or buyer's auction.1. Therefore. RFQs.1. you can save time by copying an existing RFI/RFQ/Auction.6 “What information must I provide to create my negotiation header”). There are four main steps to creating a new negotiation: o o o o Create Your Negotiation Header (See section 2.1.4.13 “How do I invite suppliers to participate in my negotiation”). or auction.11 “What are response controls”) Enter Your Terms and Conditions (If Oracle Procurement Contracts is bought and licensed) (See Section 2.

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

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

When using AutoCreate. you can use requisition information in Oracle Purchasing to create a draft sourcing document that you can then access and edit. The AutoCreated document is assigned a document number. The backing requisition information is carried over from Oracle Purchasing and used throughout the creation process. Simply clicking the link takes you to the page where you initiate the operation. you can search for requisitions according to different attributes such as item or category and include them in a single document. You can use this number to access the document in Oracle Sourcing and to Page 47/209 .1.4 How does Oracle Sourcing use information in Oracle Purchasing when AutoCreating draft sourcing documents? If your Oracle Sourcing system is integrated with Oracle Purchasing. Buyer Operations Creating negotiations Creating templates and reusable lists Managing draft negotiations Creating and managing sourcing events Updating profile information Supplier Operations Responding to negotiations Monitoring active responses Managing draft responses Viewing award decisions Updating profile information 2.1. The table below shows some of the operations available Sourcing Buyers and Sourcing Suppliers by using Quick Links. Once you have identified the requisitions in which you are interested.1. AutoCreate uses the requisition information to create a Buyer's Auction or Sourcing RFQ. Requisition information in Oracle Purchasing can come from any of several locations such as: Oracle iProcurement Oracle Purchasing Using AutoCreate AutoCreate allows you to select requisitions stored in Oracle Purchasing to create a Buyer's Auction or Sourcing RFQ.Oracle Sourcing Help 2. The links are organized by task and negotiation type so you can find the link for the task you wish to perform. one-step access to your most commonly performed Oracle Sourcing tasks.1.3 How do I use Quick Links? The Quick Links section of the Negotiations Home page provides easy.

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

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

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

this value cannot be changed. This header contains negotiation level information related to the entire negotiation. Note that if you have entered information on this page. you can be transferred directly from AutoCreate to Step 1 in the negotiation creation process in Oracle Sourcing. You must specify a title for your negotiation and once defined. 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. or auction will be known. you can use the "Manage" link under the Drafts area of Quick Links on the Negotiations Home page to access the draft negotiation. The organization you select here determines the values for many later attributes (such as the negotiation currency and shipping addresses). for example in the Payment Terms field. the backing requisition information is carried forward and this field cannot be updated. Style Event Security Level You can select a security level to restrict access to the sourcing document.1.6 What information must I provide to create my negotiation header? When you create a new negotiation. Buyer The creator of the negotiation. the page refreshes and you will lose the information you entered. 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. Organization The operating unit. the title cannot be changed. and you change the Organization. Note the following about negotiations created by AutoCreate: Any backing requisition information is not updateable in Oracle Sourcing. to which this negotiation applies. Once you have accessed the draft negotiation. If this negotiation document was originally created in Oracle Purchasing. RFQ. Page 51/209 .Oracle Sourcing Help Accessing the draft document If your Oracle Purchasing application is set up to allow it. 2. such as a division or department. Once you proceed to the next step.1. Otherwise.

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

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

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

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

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

the supplier can only submit a response in either that currency or the negotiation currency. You can enter lines online or bulk load lines from a spreadsheet." enter an exchange rate for the response currency you selected in the previous step. No other suppliers may respond in that currency unless you also associate that response currency with them. If you selected User Specified Rate in "Step 2: Defining Business Terms and Conditions. If the response currency you select for a supplier is not on your currency list. to a multi-currency negotiation. click "Lines. that response currency is available to that supplier alone. 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." To add lines online: 1. The new price precision applies only to the suppliers to whom you assign it.Oracle Sourcing Help o If you accept the default. the follow-up bid must be in the same currency as the initial response.1. provide the following information.1. Line ranking is not performed in RFIs. Select a price precision for the response currency. 3. Any. o o o 2.9 How do I add lines to a negotiation? When you create a new negotiation. If you select a specific response currency for a supplier. Click Go. how the ranking will be displayed. 2. If you wish to score and weight your lines. 2. you must identify the goods or services you want to purchase or for which you want quotes. accept the default value of Online from the Add Line drop down menu. 4. To add a line using the online system. The spreadsheet is useful if you are adding a large number of lines. and how the line will be added and click Go. 3. select how the line will be ranked. Continue creating your negotiation. However. each in a different currency. select Multi-Attribute Scoring as the Ranking type. On the Lines: Create Line page. From the navigation bar in the top left corner. On the Create: Lines page. Your other option is to load the line information using spreadsheet upload. *Indicates a required field : Page 57/209 . if a user submits a rebid. or edit a draft negotiation. Multiple users in a supplier's organization can submit several initial bids.

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

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

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

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

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

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

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

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

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

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

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

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

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

the Submit button changes to Publish. but also to other features and performance characteristics of each line. These attributes may either require a response or no require a response from the supplier. and delivery.1. you can submit the amendment for approval by clicking Submit for Approval on the review page.1 How do I use negotiation templates? You can use a document template of a specific type (RFI.1.2 Templates. Spreadsheets and Lists 2. Once approved (or if approval is not required). or auction) to create a new document of the same type. 8. click Apply Template. and how do I use them? Line attributes enable a buyer to define multiple line-specific attributes. To use a sourcing document template: 1.2. All suppliers will be required to acknowledge the amendment and resubmit their responses to be eligible for award. The buyer can define unique line attributes. On the Create: Header page. You can review the new changes compared to the current active negotiation by clicking Review. You can add to. See How do I create and edit negotiation templates? for instructions on creating negotiation templates. the buyer can score attribute values to indicate the relative preferability of different responses. If you have approvers identified on the Collaboration Team on the Create Header page. Draft amendments are available on the Negotiations Home page if you click Drafts in the Manage Quick Links section.1.2 What are line attributes and attribute lists. You can save the amendment as a draft at anytime during the creation process if you click Save Draft. 2. Line attributes can then also be weighted to indicate the relative importance of a single attribute among the other weighted attributes. edit.2. 2. Search for and select the template you want to apply. When creating a negotiation. Click the appropriate link under the Create area of Quick Links on the Negotiations Home page. no new responses can be received on the previous negotiation. quality.Oracle Sourcing Help 7. On the results display. 4. 3. allowing respondents not only to respond to the price. Once you click Publish. RFQ. select the template and click Apply to create a new negotiation with this template. or delete any of the negotiation information provided by the template by proceeding through the steps of creating a negotiation. Approvers will receive notification that they need to approve the amendment. 2. Page 71/209 .

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

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

" then search for suppliers to add to your invitation list.6 What happens to the attributes/price elements when I create a negotiation by applying a template and using spreadsheet upload? When you create an RFQ or auction by applying a template and then use the spreadsheet upload feature to add your items. you can add an entry for each site for that supplier if you choose. update your list description. 2. including change the access and status. The value specified in the spreadsheet. If the supplier you selected has multiple sites defined in the system. and access as appropriate. You can also add or delete suppliers. 6. If you wish to add more suppliers to your list. When you have finished adding suppliers. If you are have the Manage Invitation Lists job function.2. Page 74/209 . Select the supplier(s) and click Add to Invitation List.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 3.2. The value defined for the RFQ/Auction template.Oracle Sourcing Help Sourcing Super Users or users with the Manage Invitation Lists job function can create.1.1. On the search results page. Click "Invitation" under the Reusable Lists area of Quick Lists on the Negotiations Home page. status. Search for the list you wish to update. any attributes/price elements defined for the template are added to any attributes/price elements you define via the spreadsheet. 2. 2. 5. On the Edit Invitation List page. click Submit. Click "Add Suppliers. click "Add Suppliers" again and follow the perceiving instructions. and manage public invitation lists. you can edit public lists. If the template and spreadsheet have conflicting category values. For a supplier with multiple sites. or 2. you can choose a specific supplier site to associate with this list (Supplier Site is another term for Address Name). click Apply. 7. 4. When you are finished. 5. then click Edit. edit. To edit an invitation list you have created: 1. 8. 3. the system uses the following hierarchy to determine which category value to use: 1. find your list. 4.

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. and Price Breaks 2.1 What are line attributes.1. the precedence is: 1. the buyer can add an attribute called "mileage" to specify that the bid item must have fewer than 12." and "SKU number.3. For example. For more information about how to add line attributes to your negotiation items. In addition.3 Item Attributes. 2. a buyer can create an auction to buy a fleet of 12 vehicles for a delivery service. Page 75/209 . if there are three attributes/price elements for your template." "style. see "How do I add attributes to my negotiation lines?" 2. retail industry negotiation items can include such attributes as "color. Line attributes can call attention to industry-specific characteristics.3. you may choose to add one or more line attributes to that line. if the buyer marks this attribute as required.Oracle Sourcing Help For example. and item B with two attributes/price elements. the attribute/price element specified by the template. auction). then bidders must enter the mileage of any bid. item A with four attributes/price elements. Line attributes define 1) unique specifications that you set for a negotiation line. Line attributes make your negotiation line more descriptive and can also be used to ensure that all responses submitted for the line include specific details not included elsewhere in the line information.1. Price Elements. and your spreadsheet upload includes two items. 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. RFQ. Attribute Scoring. If there are duplicate attribute/price elements between the template and the spreadsheet. and 2) the details that a participant should provide when responding to that negotiation line." Metal industry negotiation items can include "grade of metal" as an attribute.000 miles on the odometer. The attribute(s) are added to that line only. and do not apply to all lines in the negotiation. using an attribute to define this specification calls attention to the specification.2 How do I add line attributes to my negotiation? You can add multiple line attributes to any line in your negotiation. When the buyer adds the line (vehicle) to the auction. For example. the attribute/price element specified on the spreadsheet 2.1. and why would I add them to my negotiation lines? When you add a line to a new negotiation (RFI.

Oracle Sourcing Help

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

o

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

o

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

o

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

o

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

o

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

o

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

Oracle Sourcing Help

o

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

o

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

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

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

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Oracle Sourcing Help

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

Oracle Sourcing Help

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

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

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

1. Grade). Select Online from the menu and click Go. 4. *Indicates a required field: o *Attribute (up to 240 characters) Name your line attribute (for example: Mileage. When the page refreshes. To enter a line attribute. See What are line attributes? for information about defining line attributes. enter your line attribute information. Make sure you select Multi-Attribute Scoring from the Ranking menu. and you do not wish to use the default. PPM Defect Rate.4 How do I define weighted attributes and scores for my negotiation lines? Generally the winner of a negotiation is the supplier who offers the lowest price. o Group Select one of the predefined attribute groups. On the Create: Lines page. use the instructions in "How do I add lines to a negotiation"? to enter the line data and other required and optional line information. 3. 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. 2. Select a ranking method if the Sourcing Super User has set the system up to allow you to change ranking methods. On the Lines: Create Line page.Oracle Sourcing Help Price $300 Total Score: (100 * 50) + (50 * 30) + (100 * 20)/100 = 85 Price to Total Score Ratio = 300 / 85 = 3. To use weighting and scoring when defining a negotiation: 1. 5.53 2.3. See "What information must I provide to describe my negotiation header"? After you have defined the negotiation header. However you may want to consider supplier responses to other line attributes in addition to price being offered when determining the best response. click "Lines" in the navigation bar in the top left hand corner. You can accomplish the by specifying weighting and scoring values for your line attributes. navigate to the Attributes table and click Add Another Row. Groups are used for categorizing attributes. The system can then include the suppliers' responses to your line attributes when calculating the best response. o Attribute Type Page 81/209 .

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

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

which is required to compute a total unit price. Once you have created a price element list. or discrete costs such as shipping fees. the supplier's response prices to the price elements will not be rolled up into the line total price. This is because in the absence of a line response quantity. These costs can then be negotiated between a buyer and supplier just like the item price.1. freight charges or import duty fees. Page 84/209 . Or you might create a list that identifies additional services such as consulting or training that will be required by a particular negotiation item. Buyers can specify when they create the negotiation how much they anticipate paying for these additional costs. Identify hidden activities or "cost drivers" to facilitate improved analysis and decision-making. click Equalize Weights.1. you can apply that price element list to any negotiations (RFQs or auctions) containing items to which those price elements are applicable. Such costs could include services such as training or consulting. If there are an odd number of attributes. Take into account any additional costs or charges when considering outsourcing a project. You can create new price element lists or edit existing lists.5 How do I use price elements? Price elements allow a buyer to identify additional costs associated with a particular negotiation line. Note: If the negotiation outcome is a blanket purchase agreement. To create a new price element list: 1. you might create a price element list identifying normally expected transportation costs. Support supply chain operations more efficiently by recognizing and analyzing how one organization's performance and costs affect another organization. Click the Price Element link under Reusable Lists on the Quick Links section of the Negotiations Home page.3.6 What are Reusable Price Element Lists. and how do I create and use them? Reusable Price Element Lists allow you to group several price elements which are related or are typically used together. Price elements allow you to: Identify suppliers with the lowest total cost per line not just the lowest item price. 2. 2. You must be assigned the Create Reusable Price Element Lists job function to create these lists. the system will assign weights as equally as possible. the supplier's response values for fixed-amount type price elements cannot be converted to a unit price.3. for example.Oracle Sourcing Help o To set the weights for all attributes equally. For example.

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

The name of any price element defined to the list.) 3. If any price elements are inactive. When you have entered the search data. you may expect to receive a discount from your supplier if you buy a large quantity of units. you can either click the price element list name link. Example: Assume you are purchasing PC keyboards. Your suppliers respond to your negotiation specifying their responses to your price breaks. The first offers a price of 19$ per unit if buying more than 100.7 What are price breaks. For example. On the Price Element Lists page. click Apply. 2. When you have finished making your changes. The search results display any price element lists matching your search criteria. Page 86/209 . You then set up two quantity-based price breaks.3. or by a certain deadline. change the price element list status. Active or Inactive). 7. search and select the list you want to edit. and you may specify several quantity levels and the prices you are willing to pay at each. The new list is validated. add or delete price elements from the list. (This returns all price element lists using that price element. and how do I use them? Price breaks allow you to negotiate line prices with your supplier based on characteristics of your order. 2. you can o o o update the description for the price element list. The first few words of the list description. The list status (Any. You specify 20$ as your start or base price. you can define as many price breaks as are appropriate.Oracle Sourcing Help To edit a price list: 1. click Go. 5. you receive an error message. On the Edit Price Element List page. 6. Or you may be willing to pay more per unit if your supplier can ship the order to a special location. For each (non-amount-based) line in your negotiation. You can then enter different assumptions into the system and have it calculate which response is the best. To edit the list. You can search for a particular price list by : o o o o The list name. For these price breaks.1. or select the price element list and click Edit. Click the Price Element link under Reusable Lists on the Quick Links section of the Negotiations Home page. The second offers a price of $18 a unit if purchasing over 500. 4. you receive the responses shown in the table below.

you can set break prices for: A quantity range A Ship-To Address An effective time period Any combination of the above All price breaks for a single line are either cumulative or non-cumulative. If the price breaks are cumulative. you can enter assumptions into the system and it will calculate which response is the best. 2. You can specify what the supplier's response to the price break should be. define your negotiation line normally. You can control the ability of your supplier to respond to your price breaks. the effective date values are not available for price break usage.Oracle Sourcing Help Your price break level 1 100 500 Your offered price $20 $19 $18 $19 $18 $15 Supplier 1's Response Supplier 2's Response $19 $17 $16 Once you have entered your price break values and your suppliers have responded to them. Supplier 1 is the best response. You can allow suppliers to respond with new price breaks of their own as well as edit any price breaks that you suggest. For each line. the system will identify Supplier 2 as the best response. To enter price breaks: 1. For example. Be sure it is not an amount-based line type. If a line's price breaks are cumulative. Click Select Price Break Settings. On the Line: Create Line page. if you buy 550 PC keyboards. or your can restrict them to only offering price responses to the price breaks you define. Setting Up Price Breaks You can only define price breaks for documents with an outcome of blanket purchase agreement. Click Select Price Break Settings to access the Create line: Select Price Break Setting page. given the price break structure defined in the table above. Page 87/209 . if you buy 120 PC keyboards. Additionally. you can only define price breaks on goods-based line items. However. the break accumulates as the quantity increases.

Item attributes define 1) unique specifications that you set for an item. price.1.4. and effective dates (available for non-cumulative price breaks only). 4. otherwise select optional. 5. 2. you could enter different order quantities and see which supplier response is the best for a certain quantity. 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. On the negotiations summary page. 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. On the Analyze Line: Analyze Price Breaks page. Once you have defined all your price breaks. To analyze price break information: 1. Search for the negotiation you're interested in. 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. Also select either Cumulate or Non-Cumulative. and your supplier(s) have responded with quotes. On the table of negotiations.Oracle Sourcing Help 3. you will not be able to enter price breaks. 4. 2. If you select Non-Cumulative.4 Additional Creation Topics 2. you will not be able to negotiate on effective dates. click Apply. Select the negotiation line. click Analyze by Line from the Actions menus and click Go. For each price break criterion. You can define as many price breaks as are needed to fully define your pricing structure. 5. Click Add Another Row to define additional price breaks. 3.1. For example. you can offer a particular target price. Ship-To address/organization. and click Analyze Price Breaks. you could define multiple price breaks based only on order quantity. click the response number link. Analyzing Price Breaks Once you have defined your price break expectations. you can have the system evaluate the supplier responses based on scenario information you enter. For example. If you select None. You can set breaks by unit quantity. Page 88/209 . Select Required to force to supplier to respond to the price breaks you define. Define your price breaks. and 2) the details that a participant should provide when responding to that item.1 What are some negotiations strategies I can use? When creating a negotiation.

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

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

Click OK. To use events. you first create an event. Click "Event" under the Create area of Quick Links on the Negotiations Home page. select the event and click "View Negotiations. You may also want to create an event if you want to encourage respondents to participate in multiple.2 What is a sourcing event? A sourcing event is group of related negotiations.4. You have the choice of canceling only the event or canceling the event and all negotiations associated with it as well. Such costs could include service related costs such as training or consulting services. similar negotiations. To see event details. 3. You can continue associating negotiations with the event until its inactive date is reached. On the Create Event page. You can continue to associate negotiations with the event until the event's inactive date is reached. Once the event is created. click Cancel. 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. This takes you to the Manage Events page. description. To manage a sourcing event: 1.1. Your event is opened as soon as it is created. 2. click the event number link. you can associate negotiations with the event while creating the negotiation on the Create Header page. Clicking OK on the Create Event page or "Events" from the Manage area of Quick Links on the Negotiations Home page takes you to the Manage Events page. enter a title." Note that any draft negotiations associated with this event are not shown. To see the negotiations associated with the event. delivery location. To cancel an event. You may want to create a sourcing event if you need to monitor several related negotiations as a group rather than individually. To create a sourcing event: 1. and an inactive date. 3.Oracle Sourcing Help Using price elements Price elements identify additional item costs beyond just price. 4. 2. Page 91/209 . or promise date 2. You can then start associating negotiations with it.

Using Reusable Attribute Lists Attribute lists can streamline the document creation process while providing standardization for negotiation items. and invitation list are copied into a new document which you can edit if necessary. When you create a document using a template. To modify an event's information click Edit. terms and conditions. The details of the document such as the controls.4. Your template will contain the features that are similar among the negotiations you commonly create. you simply open the template and add to or edit details of the template as necessary. This allows you to standardize business practices and save time. Invitation lists can be shared across the company. you can create and manage public Reusable Attribute Lists. 2.1. If you are assigned the Manage Attribute List job function. Note that you can move the inactive date forward in time to extend an event.3 Are there any shortcuts available when creating a sourcing document? There are many ways you can streamline the creation of sourcing documents: Copying an existing document You can copy documents that you. you may want to create a template that you can use each time you create a sourcing document. or any other users in your organization. have previously created. On the Edit Event page. Using document templates If many of the negotiations you create contain the same features. The public document templates will be available for every Sourcing buyer at your company. Using Reusable Invitation Lists You can create Reusable Invitation Lists containing names of suppliers who you frequently invite to your negotiations. If you are assigned the Manage Sourcing Document Templates job function. If you are assigned the Manage Invitation List job function. An attribute list is a grouping of attributes that are commonly used together to describe a good or service. you can create attribute lists for use by all Sourcing buyers at your company.Oracle Sourcing Help 5. The public lists will be available for Sourcing buyers at your company. Using spreadsheets Page 92/209 . item information. you can also create and manage public templates in addition to your private ones. in addition to your private ones. you can modify the description and inactive date. You can also move an inactive date backward although not prior to the current date/time. This can help you standardize your business practice as well as speed up the negotiation creation process.

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

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

Search for and apply a contracts template. 5. This is a useful authorization for an administrator to have in case a draft needs to be edited. 3. you can unlock and edit other's drafts from the Manage Draft Negotiations page.5 How do I create a deliverable and use it in a negotiation document? Businesses enter into contractual agreements with their trading partners and. Page 95/209 . On the Create Deliverable page define your new deliverable. you can view the draft but not edit it. If you are a collaboration member not restricted to view-only access. 2. by default. See the Oracle Procurement Contracts online help for instructions on defining deliverables. On the Create Header page. you can edit any drafts that are not locked.4.1. If you have both the Manage Draft Sourcing Documents and the Unlock Draft Sourcing Documents. To create a deliverable for a particular negotiation: 1. are classified as deliverables. If you are a collaboration member with view-only access. besides products and services bought or sold. Note: The Sourcing Super User. click Contract Terms in navigation bar in the top left of the page. but the buyer has locked it and is subsequently unavailable. In addition to the contractual commitments that businesses need to fulfill. To add a new deliverable. you can perform whatever tasks are allowed by your function security. You can update a deliverable if needed or delete it altogether 4. is authorized to manage and unlock drafts. will have commitments to fulfill. as part of the contractual agreement. you can create a deliverable and assign it to a negotiation. For private negotiations: You must be the negotiation owner or a collaboration team member working on the negotiation to access the draft. 2.Oracle Sourcing Help Anyone with the Edit Draft Sourcing Documents function can access and edit draft negotiations AutoCreated from Oracle Purchasing. under the terms and conditions of the contract. Click the Deliverables subtab and check that any deliverable already defined to this template is applicable for your negotiation. for example. The commitments on the contracts. If Oracle Procurement Contracts is implemented. anyone with the Unlock Draft Sourcing Documents function can break a lock on a draft but not access it for editing or submission. Additionally. If you have this function and access the Manage Draft Negotiations page. on vacation. click Add Deliverable. they might define other internal tasks that contribute to the overall execution of the contract. Anyone with the Manage Draft Sourcing Documents function can access and edit drafts created by others at the same company.

This includes any contract clauses or deliverables (terms. Search for the negotiation you want to copy. or auction).1. Once you have found the negotiation you are interested in. On the Create Negotiation page. Edit your new negotiation by continuing through the creation steps. click Apply. You can copy an existing document to create a new document of the same type (RFI. you can click Apply and Create Another.6 How do I copy a sourcing document? You can copy sourcing documents that you or any other users in your organization have created. After you have finished defining your deliverable. Note that you will have to specify new Open Date and Close Date values 6. You can click the negotiation number to see details about the negotiation. You can use contract terms to specify legal and other requirements for your negotiation. Using contract terms is an easy way to create and maintain standardized contract text which can be customized as needed. conditions. click Contract Terms in the navigation bar at the top left side of the page. When you have finished creating your new negotiation. 3. and how do I use them in my negotiation? If Oracle Procurement Contracts is installed and licensed. Verify your negotiation information. To apply contract terms to your sourcing document: 1.4. Clicking Copy places you on a new Create Header page with the existing information inserted. click Review. If there are multiple deliverables to define. you can define your next deliverable. click the Copy icon at the right of the page. then click Submit for Approval if approvers are specified for this negotiation. Page 96/209 . you can create contract terms and apply them to your negotiation. 5. otherwise click Publish to open it for responding. 2. 4. Note that most of the information you defined previously is carried forward into the copy.Oracle Sourcing Help 6. and deliverables are available if Oracle Procurement Contracts is implemented). You need the Contracts Terms Library Administrator responsibility to create and maintain clauses and contract templates in the Contract Terms Library.4. To copy an existing negotiation: 1. 2.1. 2. RFQ.7 What are contract terms and conditions. Once the page refreshes. Click "Copy" under the Create section of Quick Links on the Negotiations Home page. You need the Manage Contract Terms responsibility to create and maintain contract terms on negotiation documents.

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

4. For example. Click the number link in the Line column. the quantity and unit of measure defaults to the values defined by your administrator and is display only. inviting additional suppliers. Such tasks could include defining the item attributes. and creating document outcomes. The possible values are defined in Oracle Purchasing. you might need to negotiate training or consulting services. awarding business to supplier. 3. 4. 2.10 How do collaboration teams work? When creating a negotiation. and some team members may be required to approve the final document before delivery to potential suppliers. but more of a service or activity. Such activities can be negotiated by using amount based line types. This takes you to the Requisition Summary page.1.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: 1.4. Buyers can optionally grant full access to some team members while restricting others to read-only access. For the line whose requisition information you wish to view. If you select a line type that is amount based.1. click the Lines subtab. A category value may also appear if your administrator has defined a default category for that line type. 2. Page 98/209 . buyers can nominate collaboration team members to participate in the creation and administration of the sourcing document. 2. you can specify that an item is amount based by selecting an amount based Line Type value. Access the negotiation.9 What are amount based line types. When you create a negotiation. click the number link in the Requisition column. From the negotiation summary page. and how are they used? Sometimes the item you need to negotiate is not a number of discrete units. Each member can be assigned specific tasks. This includes the entire life of the sourcing document from the initial creation to the award process. This takes you to the Requistion Detail page.

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

2. selected members can be assigned specific tasks which they must complete. the creator's manager. There are three possible security levels a buyer can select: Public The document can be viewed by any other buyers in the buying organization. members of the document collaboration team (if any). some collaborators can be defined as having read-only access. For example. meaning they can view but not update the document throughout its lifecycle. All members identified as approvers must approve the final version before the document can be published. and the Security Hierarchy members defined in Oracle Purchasing for that document type. and members of the document collaboration team (if any). This is in contrast to a regular blanket purchase agreement which can exist only within the realm of a single operating unit.Oracle Sourcing Help If that member has been assigned a task. Also.4. Private The document can be viewed only by the creator. Other members can be selected as approvers of the document. the creator's manager. Hierarchy The document can be viewed only by the creator.13 What are global agreements. Execution against global agreements can be performed by multiple local operating units.1. and how do I use them? Global agreements allow buying organizations to negotiate pricing and define agreements on behalf of a shared central environment. and if so. Global agreements: Page 100/209 . 2. See How do collaboration teams work? for more information on collaboration teams.12 How do security levels work? Buyers creating sourcing documents can control visibility to the document by specifying a security level during the describe negotiation step. 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. when the target date is.1.4.

provide a standardized set of goods and services across a company. 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. and the agreement follows the approval policy for this organization. this includes: canceling lines freezing the agreement putting the agreement on hold closing the agreement.Oracle Sourcing Help leverage buying power of all organizations within a company by negotiating and managing global discounts on pricing. Page 101/209 . freight terms. The negotiating organization of the agreement should own sole responsibility for approval of the agreement. total release amount. 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. Agreement Usage Like blanket purchase agreements. and attachments. achieve timely and accurate reporting information on agreement usage. and item utilization. global agreements have effective start and end dates. But there are also terms which will depend on the organization performing a release against the agreement such as bill-to address. All approval submission checks applicable for the blanket purchase agreement are in effect for the global agreement as well. all control and maintenance responsibilities remain within the organization that originally negotiated the agreement. the agreement unambiguously identifies the parties between whom the agreement was originally crafted. These include such terms as FOB terms. supplier performance. and agreement currency. Defining Agreement Scope Sourcing professionals can negotiate prices on behalf of multiple organizations within an enterprise and then enable the resulting agreement (prices + terms and conditions) to be shared by those organizations for procuring products and services. Although the agreement is meant for usage in multiple organizations.

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

2 What kind of services can I negotiate for? If Oracle Services Procurement is installed and licensed. 5. For temporary labor line types. 4. There is a fixed amount limit attached to the service. rate-based line: 1. rate-based line type. 2. and specify the differential associated with this price type. You can include services-related lines with regular amount-based and goods-based lines. Job Details. temporary administrators. The charge for this type of service is based on a flat amount for the service provided. To define a temporary labor.2. On the Lines: Create Line page. is a response to the price differential required) 7. Unit of Measure and Category will default according to the Job you select. or consulting services. and click Go. select Online to continuing entering your line description online. maintenance services. 3. Create attributes as needed to solicit additional information for this line. Specify how price differentials are to be used within the negotiation (for example. 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. make sure you select the Global Agreement checkbox. General services fixed-price lines use a negotiation outcome of standard purchase order. you can create documents that negotiate for many different types of services.Oracle Sourcing Help 2. The Description. Select the price type (for example. ensure that you choose Blanket Purchase Agreement as the negotiation outcome for temporary labor line types. make sure you select a temporary labor. Enter values in your price fields if necessary. . Search and select a job from the Job menu. vacation). or click Load from Spreadsheet to upload a previously completed spreadsheet file containing all the line information 2.3 How do I define services related lines? Services related line types allow you to negotiate on labor contracts. From the Add Line menu on the Create Lines page. Page 103/209 . Fixed-price temporary labor such as contractors. If you need to specify price breaks. 8. The charge for this type of service is based on hourly rates per person. click Select Price Break Settings and ensure it is not set to None. Fixed-price services such as corporate accounting services. Also. 6. if appropriate.2. 9. Enter your price breaks including Price Differentials.

The Description. fixed-rate line type. 2. To define a general services fixed-price line 1.4 What are contract terms and conditions.Oracle Sourcing Help 10. Follow steps 1 and 2 above. 2. add notes or attachments to the supplier. and then click Go. You can use contract terms to specify legal and other requirements for your negotiation. fixed-price line type. Job Details. Create attributes as needed to solicit any additional information for this line. 11. add notes or attachments to the supplier. On the Lines: Create Line page.2. To apply contract terms to your sourcing document: 1. Follow steps 1 and 2 above. 4. and Category will default according to the Job you select. and then click Go. Continue defining the remainder of the negotiation. Finally. search for and select a contract template from the list of values. On the Lines: Create Line page. and how do I use them in my negotiation? If Oracle Procurement Contracts is installed and licensed. add any notes or attachments to the supplier. 2. Finally. 5. make sure you select a general services. On the Create Negotiation page. Page 104/209 . You need the Manage Contract Terms responsibility to create and maintain contract terms on negotiation documents. On the Create Contract Terms page. fixed-price line: 1. click Contract Terms in the navigation bar at the top left side of the page. Create attributes as needed to solicit additional information for this line. you can create contract terms and apply them to your negotiation. Provide the line with a description and select a Category value. 6. See the Oracle Procurement Contracts online help for information on using contract templates. 4. make sure you select a temporary labor. 5. Finally. Continue defining your negotiation. Using contract terms is an easy way to create and maintain standardized contract text which can be customized as needed. 3. Continue defining the remainder of the negotiation. 2. You need the Contracts Terms Library Administrator responsibility to create and maintain clauses and contract templates in the Contract Terms Library. 6. To define a temporary labor. Search and select a Job from the Job menu. 3.

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

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

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

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

To analyze by response: 1. select Analyze by Line from the Actions menu and click Go. If you select a line and click Graph Price. The Analyze by Line page displays a table with an entry for each line in the negotiation and important information such as the best quote/bid. You can see the number of active bids against each line and the best quote/bid determined by the system for that line. On the negotiations summary page. You can inspect the header attribute values (if any) by selecting multiple supplier responses and clicking Compare Header Attributes. AutoAward uses the ranking capabilities and methods available in Oracle Sourcing to obtain its best award recommendation. 3. it will use the the price being offered by the supplier for the most basic way method of ranking responses. o To use the AutoAward recommendation AutoAward is a feature you can use when you need a quick. However. For example. the resulting Monitor page shows your responses in a graph : If you select a line and click Analyze. upload your awards into the system. you can also use a spreadsheet to perform your analysis offline. You can click Compare to obtain a more complete. To analyze by line: 1. From the negotiation summary page for this negotiation. or where the response does not include responses to all negotiation lines. side-by-side display of all the responses. You can analyze by line or by response (you obtain different information depending on which type of analysis you perform).You can use AutoAward to have the system pick the best award.7 How do I analyze the responses I have received? There are several ways of analyzing the responses you have received for your negotiation. click Analyze by Bid/Analyze by Quote from the Actions menu. 2. The Compare Header Attributes page presents a side-by-side comparison of the attributes.Oracle Sourcing Help 6. as well as additional information about each line including any backing requisition information. And if there are may lines or lines with complex attributes. including that response's rank. After you have completed your award decisions. the resulting Analyze Line: page displays additional information about the responses to that line. standard award. The Analyze by Bid/Analyze by Quote page shows the response details from the different suppliers. o You can select any one entry in the table and click Graph Price or Analyze. AutoAward can also use calculations available from Multi-Weighted Page 109/209 . 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. 2.3. 2.

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

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

On the table of negotiations. you can have the system evaluate the supplier responses based on scenario information you enter. you could enter different order quantities and see which supplier response is the best for a certain quantity. On the Analyze Line: Analyze Price Breaks 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. Select the negotiation line. Define your price breaks. and your supplier(s) have responded with quotes. 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. click the response number link. 5. Analyzing Price Breaks Once you have defined your price break expectations. click Analyze by Line from the Actions menus and click Go. Once a negotiation has been published. For each price break criterion.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. Click Add Another Row to define additional price breaks. and click Analyze Price Breaks. Clicking the Unread Messages number link takes you to the Online Page 112/209 . Using an online discussion Once a negotiation is published. 4. participants can communicate with each other by entering into an ongoing conversation called an online discussion. For example. 2. Once you have defined all your price breaks. You can define as many price breaks as are needed to fully define your pricing structure. 2. you could define multiple price breaks based only on order quantity. You can enter values for all price breaks you defined and the system will calculate which of the responses is best for the values you entered. For example. 3. Search for the negotiation you're interested in. price. you can offer a particular target price. Ship-To address/organization. 5.3.Oracle Sourcing Help 4. and effective dates (available for non-cumulative price breaks only). click Apply. You can set breaks by unit quantity. To analyze price break information: 1.

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

Under the Your Negotiations at a Glance section of the Negotiations Home page. 5.11 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. and your award date remains January 20. you entered an award date. If. 2. A notification will be sent to all participants. follow the instructions to add new suppliers. Enter a new close date and time. Under the Your Negotiations at a Glance section on the Negotiations Home page. 3. 6. If you don't see the negotiation. specify a new close date and time. your new close date is January 22. Additionally. click the negotiation number for the negotiation you wish to extend.3. To manually extend your negotiation: 1.10 Can I invite additional suppliers to a negotiation I've already created? Any user assigned the appropriate function can add suppliers to a negotiation any time before the negotiation closes. If your negotiation is not displayed. click Full List. select the Extend RFQ/Extend Auction option from the Actions menu and click Go. Click Apply. Select Add Invitees from the Actions menu and click Go. if your negotiation includes a January 15 close date and a January 20 award date. click Full List. For example.3. your new close date is January 18. need-by date. 3. click the negotiation number link for the negotiation to which you wish to add additional suppliers. 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. 4. when creating this negotiation.Oracle Sourcing Help 2. and your new award date is January 27. On the Extend RFQ/Extend Auction page. you cannot extend an auction after its first AutoExtension has been triggered. 2. Click Apply. and/or long-term agreement dates. To add suppliers to a negotiation: 1. You cannot manually extend your negotiation after it has closed. You can also enable AutoExtend or modify your AutoExtend settings if you wish. However. and you extend that auction for 7 days. 2. if you extend that auction for only 3 days. On the negotiation summary page. On the Invite Additional Suppliers page. Page 114/209 .

You can modify the following AutoExtend options: o o o o Lines you want to AutoExtend (AutoExtend all lines. select the Extend Auction option from the Actions menu and click Go. Under Your Negotiations at a Glance on the Negotiations Home page. you can still enable AutoExtend (if not enabled initially) or modify your initial AutoExtend settings after the auction opens for bidding if you selected "Allow manual extend when negotiation is open" while setting the bid controls.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. On the Extend Auction page. 4. or upon receipt of a new winning bid). 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. 2. If your auction enters AutoExtend mode. 3. you can change the number of times that the auction can AutoExtend. but you cannot change any other AutoExtend settings. click the number for the negotiation whose AutoExtend values you wish to change. click Apply. You cannot enable or modify AutoExtend settings for an auction that is in a preview period or has closed for bidding. Page 115/209 . but you cannot change any other AutoExtend settings. You can also review and extend your auction's scheduled close date and time.Oracle Sourcing Help How do I change my auction's AutoExtend settings while the auction is in progress? You can initially set your auction's AutoExtend settings while defining bid controls. However. you can change the number of times that the auction can AutoExtend. However. To change your auction's AutoExtend settings: 1.3. 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 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. If your auction enters AutoExtend mode. review your current AutoExtend settings (if any). Once you have made your changed. 2.

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

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

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

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

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

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

On the Negotiations Homepage. On the negotiation summary page. 2. 2. To print a negotiation (for suppliers): 1. 2. or save it to a location on your machine and review the document there To print contract terms only: 1. but there will only be data displayed after the recommendation has been submittted. search for the negotiation for which you wish to print the contract terms by clicking the negotiation number link. These negotiations are listed under the Your Negotiations at a Glance section. 2. select Print Document from the Actions menu 3. open and inspect the print directly or save it to a location and review the document locally. 3.3. When the prompt box appears. search for the negotiation you wish to print by clicking the Negotiation Number link. To print a negotiation (for buyers): 1. Click Preview Contract Terms. Access the negotiation by clicking its negotiation link. On the negotiation summary page. When the prompt box appears. the clauses and deliverables are printed as well. On the Negotiations Homepage. Once you have submitted your negotiation's award decision. Page 122/209 . On the Negotiations Home page. When the prompt box appears. you can view the approval status of your negotiation.19 How do I view the approval history for my negotiation? If you selected the "Require award approval" negotiation control. Click the Contract Terms link in the navigation bar.Oracle Sourcing Help defined to the negotiation. You can view the approval history at any point. your award decision must be approved before you can begin to create a purchasing document. If you cannot see all your negotiations. select Print Document from the Actions menu. click Full List. open and inspect the print directly. or save it to a location on your machine and review the document there. 3. open and inspect the print directly. 4. If Oracle Procurement Contracts is implemented and the sourcing document has contract terms attached to it. search for the negotiation you wish to print.

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

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

After you have made your award decisions. While on the negotiation summary page. Any lines the supplier did not quote/bid on are not awarded. Dividing a negotiation line among multiple suppliers If necessary. but supplier B offers to sell 60 monitors for $500 each. Awarding at the quote/bid level allows you to quickly enter your award specifications since you do not have to enter an explicit award decision for each line. you can see the information on AutoAward's decision. The remaining units remain unawarded. you might wish to award supplier B the first 60 monitors and award the remaining 40 to supplier A.. enter award information. and upload the spreadsheet back to the system. you can split a line between multiple suppliers. If the supplier offered only a partial quote/bid. Awarding an entire negotiation to a single supplier You can easily award all the lines of a negotiation to a single supplier by selecting Award by Quote/Award by Bid from the Actions menu on the negotiation summary page. You can then access this file and review the responses offline. if you are looking to buy 100 monitors. you may wish to download the responses you received to a spreadsheet file and save it locally. the award decisions are saved as a draft and can be reviewed in the Award Summary page. Page 125/209 . For example. the supplier is awarded as many units as were quoted/bid. To see detailed information about AutoAward's decision (such as the winning responses picked by AutoAward and the quantity awarded to each). All the lines on which the supplier quoted/bid are awarded to that supplier. Using spreadsheet download If your negotiation has many lines or complex lines having many attributes or price elements. you can select View AutoAward from the Actions menu to see the award decisions made by AutoAward.Oracle Sourcing Help You can download the responses into a spreadsheet. You can use the AutoAward's decisions by clicking Accept Recommendation. and supplier A offers to sell 75 monitors for $600 each. AutoAward decisions are based on the response ranking generated by the system. Awarding an Individual Line to a Single Supplier You can award all the business for a negotiation line to single supplier by selecting Award by Line from the Actions menu on the negotiation summary page. Using 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. 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. you enter this information into the spreadsheet and upload it back to the system. On the AutoAward Recommendation page.

Oracle Sourcing Help Page 126/209 .

select the supplier and click Award. From the Action menu. Select Award by Line to award each line to its own supplier. 2. Once the negotiation is closed. 1. You can enter award decisions at the supplier level or the line level. award multiple lines to the same supplier. you see the information on the negotiation and any responses it has received 3. You also see entries for every Page 127/209 . Once you have selected the action. or award each line its own supplier. their responses are displayed side by side for easy comparison.Oracle Sourcing Help 2. You can award the entire negotiation to a single supplier. Note also that you can change the shortlist status of a supplier on this page as well. To award an entire negotiation to a supplier: 1. You can wait until the negotiation reaches its specified close date/time. or. select the supplier(s) to whom you wish to award the negotiation lines and click Award Multiple Lines. Any lines to which the supplier did not respond are not awarded. To award multiple lines to a supplier: 1. 1. Or select Award by Spreadsheet to download the responses to a spreadsheet file and enter your award decisions there.4. To award the entire negotiation to one supplier. select Award by Quote/Award by Bid to award an entire negotiation or multiple lines of a negotiation to the same supplier. On the Award by Quote/Award by Bid page. you see all the suppliers who responded to your negotiation. you can manually close the negotiation prior to its specified close date/time. You cannot initiate a new round of quoting/bidding on this RFQ or auction once you have closed the negotiation and submitted an award decision. you can begin awarding business. you see the response information for the supplier(s) you selected in the previous step. Click Save Award. if the negotiation controls allow it. On the Award Quote/Award Bid page. Access the negotiation you wish to award. On the negotiations summary page. 2. 2.4 How do I award business in an RFQ or auction? There are several ways you can award business for a negotiation. All lines to which the supplier responded are awarded to that supplier. Note: The auction or RFQ must be closed for responses before you can award business. If you selected multiple suppliers. This provides flexibility and allows you to quickly enter award decisions. Click Award to identify the supplier to whom you are awarding the negotiation. you see the response information on the supplier(s) you selected in the previous step. 3. click Go. On the Award by Quote/Award by Bid page. Note that you can select multiple suppliers on this page. On the Award Multiple Lines page.

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

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

Oracle Sourcing Help

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

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

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

Oracle Sourcing Help

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

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

You receive two bids as follows on the auction item:

Bidder Office Supplies Your PCs

Bid Quantity 30 30

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

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

Bidder Office Supplies Your PCs

Bid Quantity 30 30

Consumed Quantity 30 20 10

On Number 12345 12345 98762

Requisition

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

Oracle Sourcing Help

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

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

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

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

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

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

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

1. click Go. 2. Click "Responses" to go to the negotiation History page where you can see information on current responses. Click Review and Submit to publish the draft. minority-owned or small business. 2. You can identify the suppliers you wish to notify by searching information in the Approved Supplier List. 2. you can use % as a wildcard. You can use % as a wild card value 3. You can search the Supplier Master to identify suppliers who meet certain criteria.4 Searching for suppliers: When creating a negotiation.5. You will also search for suppliers to add them to reusable invitation lists and/or negotiation templates. click Unlock to access it. the Supplier Master. If the draft is locked. approved or new). You can search on negotiation number. Select the draft and continue processing.Oracle Sourcing Help When entering values. 2.1. Enter your search values. and click Go. 4. you can send invitation notifications to particular suppliers inviting them to participate in the negotiation. for example.5. On the Manage Draft Negotiations page. Click Edit to update the draft. as well as information provided by the supplier company itself. Scroll through the Results display until you see the target draft. To search for and manage a draft negotiation: 1. o o On the Search and Select: Suppliers page Page 139/209 . You can search both the Approved Supplier List and the Supplier Master at the same time. Click the Number link to go to the negotiation summary page where you can see information on the negotiation. 5. o You can search the Approved Supplier List to identify suppliers who sell a particular item or commodity. Click the Manage quick link under Drafts on the Negotiations Home page. and proximity to open date (specified as the number of days outstanding). select a search type from the menu. When you are finished. negotiation title. Scroll through the Results: Negotiations display until you find the correct negotiation.3 Searching for draft negotiations You can have draft negotiations which you and/or a group of collaborators are preparing for submission at some time in the future. You can also search the Approved Supplier list for suppliers of a particular status (for example. negotiation creator.

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

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

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

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

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. see "How do I run the reports?" Note: For the Auction Outcome report parameter.1. Savings is calculated by taking the difference between Current Price and Award Price and multiplying the difference by the Award Quantity. Amounts do not include lines where award quantity and award amount are unspedified. savings is zero. You can view the supporting awarded bid by clicking the Auction number or Bid number. Blanket Purchase Agreement. the report reflects only the system-hosted catalog item categories.2. To run the Savings by Category report. see. you can generate a Savings by Item (Section 7.2. Any report displaying calculated amounts does not include any RFI amounts. To run the Awarded Bids Detail report.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.3. The report is sorted by category. Section 4.2. select Standard Purchase Order. Any report displaying calculated amounts do not include any RFI amounts.Oracle Sourcing Help 4. Amounts do not include lines where award quantity and award amount are unspecified.1. If Current Price is not available. or All Outcomes. Note the following when generating and evaluating report information: When entering a category search parameter. with the category with the highest productive award appearing first. Page 144/209 .1) report for the items listed.1. Once you have generated a Savings by Category report.2 Savings by Category report What is the Savings by Category report? The Savings by Category report displays your total savings broken down by item category. the report reflects only the system-hosted catalog item categories.1.

.1. You are prompted to save the file. 3. After you have generated your report. you may want to export the data to a spreadsheet application where you can analyze and format the numbers at your discretion. the report reflects only the system-hosted catalog item categories. See "What are the Sourcing Intelligence reports I can generate?" 2. If Current Price is not available.2.3 How do I export data to a spreadsheet? You can conveniently view report data online. Inc. 4.. Any report displaying calculated amounts do not include any RFI amounts. There are two main steps in this process: To export report data to a spreadsheet: 1. click Save File. Blanket Purchase Agreement.) Save the file to the drive/location of your Page 145/209 . Generate the intelligence report of your choice. (If you see an Unknown File Type window. savings is zero. Amounts do not include lines where award quantity and award amount are unspecified. Perspective for Java licensed from Three D Graphics. but at times.1. select Standard Purchase Order. If Current Price is not available. 4. You can view individual quote details by clicking the quote number. click Export to Spreadsheet at the bottom of the report page. Inc . see "How do I run the reports?" Note: For the Auction Outcome report parameter. Copyright 2000 Three D Graphics.Oracle Sourcing Help Savings is calculated by taking the difference between Current Price and Award Price and multiplying the difference by the Award Quantity. savings is zero. To run the Awarded Quotes report. or All Outcomes. Savings is calculated by taking the difference between Current Price and Award Price and multiplying the difference by the Award Quantity. Note the following when generating and evaluating report information: o o o o When entering a category search parameter.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.

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

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

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

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

click the Response Number link. To see the complete list of invitations. Note that this section only displays the five negotiations with the most current expiration date. click Full List. you may see multiple entries having the same negotiation number but associated with different sites. To search for negotiations in which you are already participating or for which you have prepared a draft response: Check the Your Active and Draft Responses section to see any negotiations in which you are currently participating or for which you have prepared draft responses. If you have Oracle Procurement Contracts installed.1 Responding to Negotiations 5. You can place a response on behalf of either or all sites. 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. To access a negotiation. click the Negotiation Number link. you can respond to all public negotiations as well as those negotiations to which you have been specifically invited. or by having a draft response that is in progress. a separate invitation might have been sent to each site. To see information on the negotiation. From here. If your company has multiple sites that are known to the buyer who created the negotiation. This takes you to the Details page. If this is the case.Oracle Sourcing Help 5.1. Page 150/209 .1 How do I access negotiations? The Negotiations Home page is the central point of access for all your negotiations. you can manage your contract deliverables from this page as well. click its Number link. This takes you to the negotiation summary page. The Active and Draft section shows negotiations in which you are participating by either having placed an active response. Help for Sourcing Suppliers 5. To see your current response or draft information. The Response Status column shows whether you have an active response against this negotiation or whether you are in the process of drafting a response. You can also monitor negotiations in which you are participating and manage any draft responses you have. This will take you to the negotiation summary page from which you can perform additional tasks such as placing a response or viewing response history.

Click "Unread Messages" to view any online discussion messages. click Full List. Click All Responses to view the responses to this negotiation. enter a value for the parameter. You can search by: Negotiation title. 5.2 How do I use Quick Links? The Quick Links section of the Negotiations Home page provides easy. you can Select the negotiation and click Respond to create a response. The table below shows some of the operations available Sourcing Buyers and Sourcing Suppliers by using Quick Links. Negotiation number. Click the negotiation number link to view details of the negotiation. use the Search Negotiations fields at the top of the page. On the Active Negotiations page. Simply clicking the link takes you to the page where you initiate the operation. Negotiation creator (contact). The links are organized by task and negotiation type so you can find the link for the task you wish to perform.1. Event (negotiations associated with this sourcing event). Click "Your Company's Responses" to see details of any current responses from suppliers at your company. one-step access to your most commonly performed Oracle Sourcing tasks. Category (negotiations with lines in this category). To see all the active and draft responses for your company. Line (negotiations for a particular item or service). and click Go. 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 . To search for open negotiations in which to participate: You can access any open negotiation even if you were not specifically invited.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. To find open negotiations. Select a search parameter.

1. To respond to a negotiation you must: 1. Under Open Invitations. Find a negotiation in which to participate (See Section 2. 2. Alternatively. Click the negotiation number to access the Negotiation Summary page. price elements.1. shipping and billing information. click the negotiation number to access the Negotiation Summary page for the negotiation in which you are interested. The Negotiation Summary page displays all the current information for this negotiation. If the item has attributes. 5.3 How do I respond to a negotiation? Suppliers can respond to public negotiations and private negotiations to which they have been invited. the response controls.4. you can view information on the item attributes by clicking the "View" link under the Details column. (See section 5. 2. detailed item information.6 “How do I submit a response online”). Page 152/209 . or quote).Oracle Sourcing Help Creating and managing sourcing events Updating profile information Viewing award decisions Updating profile information 5. pricing. You can easily navigate to a particular section of the page (such as the item information section) by clicking the small down arrowhead icons or the links at the top right of the page.1. Attachments can be viewed by clicking the paperclip icon. 3.2. use the Search Negotiations fields to access the Active Negotiations page. (See Section 5. 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. or price breaks associated with it. Submit your response (bid. Monitor the action in the negotiation in which you are participating.1 “How do I monitor negotiations to which I've responded”).1 “How do I access negotiations”).4 How do I view the details of a negotiation before placing a response? 1.

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

you are asked to read and accept the negotiation terms and conditions. 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). click Continue 7. When you have responded to all required and optional line attributes. When entering responses. If so. including ones to which you were not explicitly invited to. you can enter search values into the Search Negotiations fields and click Go to list all negotiations in the system.Oracle Sourcing Help Create Response page.1. Alternatively. You can only see the existing responses when the negotiation is open or unsealed. select Create Quote/Create Bid from the Actions menu to create a response to the negotiation. If you want to view any responses that have already been submitted. find your negotiation and click the negotiation number link there. enter the following information. 5. you can select the currency in which you will place your quote/bid. 2. On the Create Response: Review and Submit page. 3.6 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. click Submit. If the buyer has defined Terms and Conditions. If the buyer has chosen to display an attribute target. Page 154/209 . click Accept. verify your response values. On the Create Quote/Create Bid page. On the Active Negotiations page. all response prices (such as start price and target price) will be listed in the RFQ/auction currency. 8. If correct. After reading the terms and conditions. this value appears in the Target Value column. You can see details of the negotiation on the negotiation summary page. you will see all prices listed in your chosen currency. To submit response online: 1. Note: Before you select a currency. click View Quote History/View Bid History. On the negotiation summary page. The Attribute Type column shows you whether a response is required or optional. be aware of the following size limits: o o o Attribute: 240 characters Target: 4000 characters Response: 4000 characters 6. After you select a currency.

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

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

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

Click the Lines subtab to see details of the negotiation lines. To view the notes and attachments: 1. Once you have viewed all your attachments.Oracle Sourcing Help 5. Page 158/209 . Price elements identify additional costs associated with an item which need to be negotiated in addition to the item price.8 How do I use item attributes and price elements when responding to a negotiation? When creating a new negotiation. a buyer can add item attributes and/or price elements to any item(s) in the negotiation. 2. click that line's number link. there will be two attachments for each line.7 How do I view the attachments associated with the negotiation to which I am responding? In addition to the typical negotiation information. The first attachment is the requisition header attachment. 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. providing a search value and clicking Go. 5. 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. 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. click Return to Negotiations to return to the negotiation summary page. Alternately. 3. 5. The second attachment is the line attachment. Click the negotiation number link to display the negotiation summary page. you see any notes and attachments assigned by the buyer to the line. on occasion the buyer may need to communicate or request additional information such as specialized requirements. By default. On the Line: page. click the negotiation number link under Your Company's Open Invitiations to view negotiations to which you have been invited. the page displays the negotiation header information. To see the detail information for each line. 4. When you respond to a negotiation that includes item attributes and/or price elements.1.1. you can view these specific item details (if allowed by the buyer) and enter additional values to target your response. From the Negotiations Home page. search for an open negotiation by selecting a search criteria. From this page you can continue placing a response.

Using price elements allows you to target additional costs related to a particular negotiation item. 5.1. and Lose for any item on which you have been outbid. In Multi-Attribute Weighted Scoring negotiations. If you want to display only those auction items that are included in a specific category.10 What is proxy bidding and how does it work? By activating proxy bidding. They define 1) unique specifications that are set for a negotiation item. you can set your responses apart from your competitors' responses and enable buyers to make better-informed award decisions. In an auction that includes more than one item. The AutoRefresh page updates the current best bid price and your bid status for each item in the auction. You cannot proxy bid on any items that have price elements. 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. Click Create Bid to deactivate AutoRefresh and place a bid on the auction. click AutoRefresh On. Select the auction and click Respond. then click Go. you allow the system to automatically rebid on your behalf whenever a competing bid price beats your bid price. you can adjust the AutoRefresh interval setting to change the length of time between page refreshes. By providing item details and specifications in item attribute fields.1. On the Create Bid page. On the AutoRefresh page. 5. and 2) the details that a negotiation participant should provide when entering a response for that item. 2. Locate an open auction in which you'd like to bid.Oracle Sourcing Help Item attributes provide extra information about a negotiation item. you can proxy bid on some items and bid manually on others. Item attributes also allow you to provide more information and details when entering responses. Win for any item on which you have the current best bid price. 5. To activate AutoRefresh: 1. your responses to an item's attributes are scored and weighted to allow the buyer to make more informed decisions. 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.9 What is AutoRefresh? AutoRefresh enables you to continuously monitor the bidding in an auction before or after you submit a bid. 3. select the category from the View menu. 4. Page 159/209 .

Bid manually on the itemContinue bidding on the item by submitting bids manually. then enter a proxy minimum bid only for those items on which you want to proxy bid. Use numbers.500 bid in an auction with a proxy bid decrement amount of $100. if you have submitted a $3.300 on your behalf. You can then do any of the following: Enable another round of proxy bidding for the item Enter new proxy bid information. you must provide the following information: Note: If at any time you wish to change your proxy bid information.400 bid is subsequently submitted. Whenever your bid price is exceeded by a competing bid price. When bidding on an auction that contains more than one item. Proxy Bid Decrement You must enter the exact amount by which you want each of your proxy bids to decrease. Note: After you have submitted your proxy minimum bid amount. Your proxy bid decrement amount will be applied to the current winning bid in the auction. you can enter your proxy bid information in the appropriate fields on the Create Bid page. the system will continue to automatically rebid (by the proxy bid decrement amount you specify) until your proxy minimum bid price is met. To submit a proxy bid for any auction item. you can cancel your proxy bid and submit a new bid with the updated proxy information. Enter your proxy bid decrement amount. the system will automatically submit a proxy bid of $3. You cannot enter different proxy bid decrement amounts for each item. you can proxy bid on all or selected items. and a $3. 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). 10. For example. If the bidding on an auction item in which your proxy bidding drops below your proxy bid minimum amount.Oracle Sourcing Help To activate proxy bidding: When you place a bid on an auction. You can also change the proxy bid minimum amounts. automatic proxy bidding is discontinued. Discontinue bidding on the item Page 160/209 . for example. not your own current bid. you cannot change this amount unless the minimum amount is met in the auction bidding or you cancel the proxy bidding on the item. Proxy Minimum Bid You must enter the lowest price you are willing to proxy bid for any auction item. Then submit the bid as normal. You can change your proxy bid decrement if all items on the bid do not have proxy enabled.75.

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

From the negotiation summary page. If you want to return to your original bid prices. for example. 2. click the negotiation number and review the negotiation's details and lines. Because you are only previewing your power bids. 4.Oracle Sourcing Help To use power bid: 1. select Create Quote/Bid from the Action menu and click Go. On the Quote/Bid by Spreadsheet page. After you have located a negotiation on which to bid. 4. As you prepare to respond. Access the open negotiation to which you wish to respond. Access the auction on which you want to rebid. The recalculated price appears in the Price field. click Submit Bid and review the details of your bid. select the type of file(s) you wish to download. You can create the spreadsheet once and then make only the modifications necessary for a particular negotiation. 3. Your bid prices so not take effect until you click Submit Bid. you may want to look at responses that have already been submitted (not viewable in blind or sealed auctions or in RFQs). To download a spreadsheet and prepare your bid or quote offline: 1. On the Create Bid page. Save the file.1. 5. Enter numbers. Open the spreadsheet file and complete according to the instructions in the Read Me file included in the zip. When you are satisfied with your power bid prices. Click Recalculate to preview your power bid prices. click Clear Changes. 3. 6. 2. You can download an Excel spreadsheet or a text spreadsheet. 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. your bid status does not change yet. then click History to review responses. Save the spreadsheet file to a convenient location. 5.25. 7. Navigate back to the Quote/Bid by Spreadsheet page. Bulk loading is also useful if you respond to similar negotiations that occur repeatedly. enter the power bid percentage by which you want to decrease each of your bids in the auction. 5. You can then enter a new power bid percentage and click Go to revise your power bid. even if your new bid price exceeds the current best bid for any auction item.

If the negotiation is an RFQ. you can continue placing your re Page 163/209 . you can respond with your new Quote/Bid. 2.14 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. If correct.1.15 How do I respond to a negotiation that has gone to an additional round of responding? A buyer can decide to close an active negotiation and restart it. Access the negotiation on which you wish to rebid. 4. you will need to respond to that item again. or the buyer may decide to change negotiation criteria such as terms and conditions. After you have analyzed the updated negotiation information. After you have located the negotiation in which you wish to participate. 5. The Multi-Round Modifications Summary page shows you negotiation information that has been updated since the previous round. Verify the details of your quote or bid. If you need to make changes. or the invitation lists. On the Rebid/Requote page. Browse to the location where you saved your spreadsheet file. 8. Once the buyer has published the updated RFQ/Auction. 5. 3.1. use your Back button. If the buyer has updated an item for the new round. check your response information. your prior response is carried over to the new round. Quote/Bid controls. If the item is unchanged from the previous round. There are several reasons why this might happen. The system will validate the response information you entered in your spreadsheet. 9. enter your new bid information and click Continue. click Create Quote/Bid.Oracle Sourcing Help 7. notifications are sent to the original and any newly added participants. Click Submit. click Submit. Click Import. On the Review Quote/Bid page. the initial round might have been simply for information gathering purposes. you can easily identify the updated information by clicking View New Round Summary. Click the response link to access the Details page. On the negotiation Details page. Once you have displayed the new negotiation. The Bid Confirmation/Quote Confirmation page displays your bid number.

Such updates are called amendments. 5. 4. the buyer may need to update some of the information defined in the sourcing document. the next time you access the system the status of your initial response will have been changed to Resubmission Required in the Your Active and Draft Responses section of the Negotiations Home page. you must review and acknowledge the amendments and place a new response. Click Yes. you must review and acknowledge each one. To respond to a negotiation that was amended after your first response: 1. you must have reviewed all the amendments and placed a response to the latest one. these terms and conditions are presented before you enter the details of your response. You will not be allowed to enter a response in the negotiation. 3. 1.17 How do I respond to an amendment to a sourcing document? After publishing a negotiation. review the document information.1. To be eligible for an award decision. click the checkbox and then click Acknowledge.1. Search for the negotiation. If you placed a response before the amendment was made. you can continue to respond to the negotiation normally. 5. On the Acknowledge Amendment page.16 Why would a negotiation have special terms and conditions? Your buying company can include customized terms and conditions that govern its negotiations. When you respond to such a negotiation. 6. you will only be able to respond to the amended version. If you do not accept the negotiation's terms and conditions.Oracle Sourcing Help 5. Page 164/209 . 2. Once you have acknowledged all the amendments. click Accept. To respond to a negotiation that was amended before your first response: If the amendment was made prior to your first access. If there are multiple amendments. You are informed that the negotiation has amendments and are prompted to acknowledge them. then continue entering your response. Review the negotiation's terms and conditions. click Cancel. Once a document has been amended. Select the negotiation and click Respond.

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

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

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

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

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

To respond to a negotiation that was amended before your first response: If the amendment was made prior to your first access. open and inspect the print directly or save it to a location and review the document locally. 2. 2. 2. you must have reviewed all the amendments and placed a response to the latest one. If there are multiple amendments. select Print Document from the Actions menu. or save it to a location on your machine and review the document there To print contract terms only: 1. Once a document has been amended. review the document information. 4. Click Preview Contract Terms. To be eligible for an award decision. On the negotiation summary page. Such updates are called amendments. you must review and acknowledge the amendments and place a new response. you will only be able to respond to the amended version. you must review and acknowledge each one. Page 174/209 . On the Negotiations Homepage. click the checkbox and then click Acknowledge. Search for the negotiation. Click Yes. the buyer may need to update some of the information defined in the sourcing document. 1.Oracle Sourcing Help To print a negotiation (for suppliers): 1. search for the negotiation you wish to print by clicking the Negotiation Number link.2. 3. When the prompt box appears. Click the Contract Terms link in the navigation bar. 5.10 How do I respond to an amendment to a sourcing document? After publishing a negotiation. open and inspect the print directly. On the Acknowledge Amendment page. On the Negotiations Home page. You are informed that the negotiation has amendments and are prompted to acknowledge them. 5. When the prompt box appears. you can continue to respond to the negotiation normally. search for the negotiation for which you wish to print the contract terms by clicking the negotiation number link. 4. Select the negotiation and click Respond. 3. 6. Once you have acknowledged all the amendments. 3.

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

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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the steps you performed that led to the problem. the connection. task bar option. Agreement Start Date/Agreement End Date The period during which the blanket purchase agreement is effective.5 Whom should I contact about technical difficulties? If you experience technical difficulties with this system you should contact your system administrator.4 Why can't I access some pages. you should contact your system administrator to request additional function assignments. 6. If you still cannot determine the cause of an error or failure. and apply only when you have selected "blanket purchase agreement" as the auction outcome. Total Agreement Amount Page 180/209 . or multibyte languages (such as Chinese). or task bar options? All system features are controlled by function security and your userid.1. and (for bulk load jobs only) the job number.6 What if I have problems uploading files? Check the online Help about errors or failures. may time out before the system receives the file. 6. Your Sourcing responsibility assignments determine which features you can use. some browsers will not upload files or browse directories whose names contain language-specific marks such as accents or umlauts.2 Glossary A Agreement Terms (Blanket Purchase Agreement only) Agreement terms are optional. 6.Oracle Sourcing Help 6.1. note the error text if any. Note: Depending on how the system is set up. or if your upload does not complete. If you receive a Task Access Restriction message. or if you cannot view or access a specific page. particularly for large files. Users who are associated with this responsibility can access and perform specific features. or other feature. Function security means that features can be used only by users who are allowed access to the features. If you are using a slow dial-up connection. Your system administrator controls function security by creating a Responsibility consisting of different functions. If the feature in which you are uploading allows. buttons. link. Then contact your system administrator. links.1. button. try placing the file in a WinZip file to reduce the file size or using a faster connection to the system.

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

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

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

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

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

M Minimum Bid Decrement The minimum amount by which bids must decrease This is set in the auction's bid controls. 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). the decrement percentage will be calculated based on a bidder's original bid price. You can enter either a straight amount or a percentage by which bids must improve. bid decrement = $100 Bidder A's original bid = $1. bid decrement = 20% Bidder B's original bid = $1. If you specify your bid decrement amount as a percentage.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).000 Bidder B's second bid = $800 Bidder B's third bid = $600 Minimum Release Amount Page 186/209 . but will be applied to the bidder's current bid price.000 Bidder A's second bid = $900 Bidder A's third bid = $800 Auction #2234. For example: Auction #1234. Note: A bid decrement amount will always be applied to a bidder's current bid price.

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

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

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

In a Multi-Attribute Weighted Scoring negotiation. the buyer must define the currencies in which responses are accepted. the buyer can choose between two methods. Win/Lose displays "Win" for the best ranked Quote/Bid and "Lose" for all others. In a Price Only negotiation the lowest price Quote/Bid receives the best rank. the buyer can select attributes other than price to be included in the best rank calculation.. Q Quote/Bid Ranking Quote/Bid Ranking method determines how bids and quotes are ranked. Once you have created a Page 190/209 .3. If allowed by the system administrator." displays "1" for the best Quote/Bid and sequentially numbers the remaining bids in order of rank. Price Only or Multi-Attribute Weighted Scoring. Response Currency If a buyer allows responses in currencies other than the negotiation currency. "None" displays no ranking indicator. When creating a sourcing document. The buyer can choose to display the scoring criteria to the suppliers. all quotes/bids in an RFQ or auction must be equal to or below the Start Price. but if the buyer specifies one.. The bids and quotes are ranked with the lowest price to total score ratio receiving the best rank. R Rank Indicator The rank indicator specifies how response rankings are displayed. Quote/Bid Start Price The price at which Quoting/Bidding for an item must begin. you cannot change this amount unless the minimum amount is met in the auction bidding. "1.2. Reusable Price Element Lists Reusable Price Element Lists allow you to group several price elements which are related or are typically used together.Oracle Sourcing Help After you have submitted your proxy minimum bid amount. you can choose from three different indicators. A Start Price is not required.

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

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

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

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

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

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

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

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. Savings is calculated by taking the difference between Current Price and Award Price and multiplying the difference by the Award Quantity. Note the following when generating and evaluating report information: o o o o When entering a category search parameter. click either Create Header Attribute List or Create Line Attribute List .2 Reusable Attribute Lists 7. Click "Attribute" under the Reusable Lists area of Quick Links on the Negotiations Home page . If Current Price is not available. select Standard Purchase Order. 3. the report reflects only the system-hosted catalog item categories.Oracle Sourcing Help 7.1. Active lists are available for use by buyers during negotiation creation.2. On the Reusable Attribute Lists page. or All Outcomes. 2. Amounts do not include lines where award quantity and award amount are unspedified. To run the Awarded Quotes report. Any report displaying calculated amounts do not include any RFI amounts. To create an attribute list: 1. If you include an attribute list in a negotiation template. Buyer cannot create inactive lists .4 What is the Awarded Quotes report? The Awarded Quotes report displays information about the selected RFQs that have been awarded in the system. 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). savings is zero. Attribute lists are named groups of line attributes (line characteristics) that applies to a line in a negotiation. enter a name and description of your list and select a status. You can view individual quote details by clicking the quote number. On the Create Header Atttribute List/Create Line Attribute List page. 7. Blanket Purchase Agreement. Page 198/209 . see "How do I run the reports?" Note: For the Auction Outcome report parameter.

Knowing such information provides you with a better understanding of the Page 199/209 . Display scoring criteria to suppliers Select this checkbox to allow suppliers to see the criteria you will use when scoring their responses. Default maximum score. You can enter a number that represents the highest number that can be entered for any header attribute. 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. Note: The settings you specify here apply to all header attributes. These attributes often solicit information about the supplier. You define the following defaults: Enable weights If you click this checkbox. and financial visibility. Select Scoring Settings above the Attributes table to define the defaults that will be used for your header attributes. to calculate the value for a supplier's response to this attribute. This is the default value that appears throughout the negotiation for a particular attribute unless you change that attribute's default. you can choose to also define header attributes. 7. a Weight column appears in the Attributes section in addition to the other attribute columns. If you change the max score.3. Weights are used along with the scores you enter during the analysis phase of the negotiation. personnel qualification. it only applies to new attributes. Complete the required attribute fields.Oracle Sourcing Help 4.3 What are score settings and how do I use them with header attributes? While defining your negotiation header. You use this column to weight this attribute in relation to all the other header attributes. See How do I score header attributes? for details on how weighted scores are used. 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. Click Submit 7. Click Add Another Row and continuing defining attributes until you have finished entering attributes.

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

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

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

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

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

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

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

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

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

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

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